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
Jamie Prock: Nanny August 2012 - Present
Oakdale Preschool January 2009 - August 2012
Great Heights Financial March 2006 - April 2008
Aames Home Loan June 2004 - March 2006
Wells Fargo Bank June 2002 - June 2004
Skills
Childcare, Early Childhood..., Preschool, Youth Development, Child Development, Early Childhood Literacy, Behavior Management, Experience Working with..., Children, Child Advocacy, Children's Parties, Windows, Mac OS, Microsoft Excel, Microsoft Word, Microsoft Office, Loss Prevention, Customer Service, Sales, Sales Management, Mortgage Lending, Leadership, Teaching, Public Speaking
Education
California State University-Northridge 2011 — 2014
Child and Adolescent Development and Psychology, Early Childhood Education and Teaching, Developmental Psychology, Senior
Los Angeles Valley College 2008 — 2011
Child Development, Early Childhood Education and Teaching
Wells Fargo Bank April 1995 - Present
Citi April 1987 - April 1995
Skills
Executive Management, Foreign Exchange, Business Development, Financial Markets, Diversity Programs, Leadership Development, Commercial Lending, Commercial Banking, Banking, Credit, Portfolio Management, Loans, Financial Analysis, Investments, Credit Analysis, Risk Management, Underwriting, Strategic Planning, Wealth Management, Leadership, Relationship Management, Marketing Communications, Treasury Management, Cross-Selling, Sales Strategies &..., Capital Markets, Financial Services..., Business Transformation, Performance Management, Bank Operations, Cost Reduction..., Process Improvement, Market Analysis, Channel Development, Regulatory Compliance, Sales Training, Customer Service, Project Management, Team Building, Dodd-Frank, Mentor Program..., P&L Management, Product Positioning, Banking Relationships, Data Mining, Strategic Negotiations, Change Management, Management, Finance
Education
Loyola Marymount University 1985 — 1987
Master of Business Administration (M.B.A.), Finance, General
Loyola Marymount University, College of Business Administration 1983 — 1985
BA, Business Administration and Management, General
U.S. Bank January 2014 - Present
Wells Fargo Bank September 2010 - January 2014
Wells Fargo Bank September 2010 - January 2014
Wells Fargo Bank January 2009 - September 2010
2006-2009Wells Fargo Bank August 2006 - January 2009
2005-2006Valley Travel Group January 2005 - August 2006
2005World GYM, Inc January 2001 - January 2005
Skills
Small Business Lending, Sales, Training, Coaching, Leadership, Employee Training, Management, Retail Banking, Customer Service, Sales Management, Banking, Commercial Banking, Credit, Customer Satisfaction, Loans, Teamwork, Budgets, Business Development, Mortgage Lending, Branch Banking, Consumer Lending, Finance, Cross Selling, Commercial Lending, Lines Of Credit, Branch Management, Credit Analysis, Loan Origination, Mortgage Banking, Relationship Management, SBA, Commercial Mortgages, Refinance, Treasury Management
Education
California State University of Northridge
a B.A. degree, Business/Administration and Marketing
Glendale High School
High school diploma
Los Angeles Valley College
Floridian Bank September 2014 - Present
CenterState Bank June 2012 - September 2014
Wells Fargo Bank December 2010 - July 2012
BB&T January 2010 - November 2010
Colonial Bank June 2006 - December 2009
SunTrust Bank August 2003 - May 2006
SunTrust Bank January 2000 - July 2003
Skills
Banking, Financial Analysis, Cash Flow, Customer Relations, Customer Satisfaction, Credit, Business Development, Commercial Banking, Customer Service, Commercial Lending, Portfolio Management, New Business Development, Finance, Small Business Lending, Loans, Lines Of Credit, Credit Analysis, Asset Based Lending, Commercial Mortgages, Consumer Lending, Credit Risk, Leadership, Loan Origination, Treasury Management, Underwriting, Mergers & Acquisitions, SBA, Business Strategy
Education
University of Central Florida 1996 — 2000
Bachelor of Science Degree, Finance
Omega Commercial Credit Training 2002 — 2003
Omega Commercial Credit Training
Louisiana State University 2009 — 2011
Graduate Degree, Banking
COHEN BROWN SALES TRAINING 2001 — 2002
Morgan Stanley January 2013 - Present
Morgan Stanley August 2008 - December 2012
Lehman Brothers August 2007 - August 2008
Wells Fargo Bank April 2006 - August 2007
CIGNA Group Insurance August 2004 - March 2006
Wells Fargo Financial May 2002 - August 2004
Skills
Series 7, Investments, Financial Analysis, Banking, Alternative Investments, Due Diligence, Loans, Finance, Wealth Management..., Wealth Management, Strategic Financial..., Securities, Equities, Financial Modeling, Financial Planning, Portfolio Management, Risk Management, Cash Management, Fixed Income
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2010
MBA, Finance
Loyola Marymount University, College of Business Administration 1998 — 2002
BA, Management
Wells Fargo Bank 2000 - Present
USA Floral Products 1998 - November 1999
The Rouse Company January 1987 - November 1998
KPMG September 1983 - November 1987
Skills
Credit, Loans, Mortgage Lending, Portfolio Management, Commercial Banking, Retail Banking, Financial Analysis, Customer Service, Relationship Management, Commercial Lending, Underwriting, Financial Services, Mortgage Banking, Wealth Management, Sales Management, Treasury, Cash Management, Treasury Management, Management, Banking, Risk Management
Education
Loyola College in Maryland 1990 — 1993
Masters, Finance
University of Baltimore
Bachelor's degree, Accounting
Johnson Controls Inc July 2002 - Present
Rent-A-Center April 1999 - July 2002
Wells Fargo Bank June 1995 - April 1999
Skills
Labor Management, Collections, Dispatching, Contract Management, Management, Forecasting, HVAC Controls, Customer Service, Accounts Receivable, Accounting, HVAC, Account Reconciliation, Air Conditioning, Building Automation, Budgets, Electricians, Energy, Energy Efficiency, Facilities Management, Energy Management, Energy Conservation, Leadership, Invoicing, Negotiation, Operations Management, Pricing, Sales, Sales Management, Refrigeration, Boilers, Building Management..., Heating
Education
Los Medanos College 1995 — 1997
General Education
Ultra Real Estate June 2015 - Present
Keller Williams Frisco Stars June 2014 - June 2015
Caliber Funding April 2013 - August 2013
Wells Fargo Home Mortgage July 2012 - May 2013
Wells Fargo Bank April 2010 - October 2012
Wells Fargo Bank January 2010 - March 2010
American Income Life May 2009 - December 2009
Skills
Sales, Insurance, Banking, Sales Management, Selling, Retirement Planning, Life Insurance, Retirement, Disability Insurance, Long-term Care, Term Life Insurance, Strategic Financial..., Loans, Finance, Real Estate
Education
Schiller International University 2007 — 2009
Masters of Art, International Relations and International Business
Louisiana State University 2003 — 2007
Bachelors of Science, Biology
Wells Fargo Bank September 2010 - Present
Columbia First Mortgage, Inc September 2008 - April 2011
SFI-Company Now Defunct January 1997 - January 2007
Louisiana Lottery January 1995 - January 1997
Skills
USDA, Training, Time Management, Refinance, Real Estate Economics, Loans, FHA, Credit, Condos, Mortgage Lending, Mortgage Banking, Loan Origination, VA loans
Education
Louisiana State University and Agricultural and Mechanical College 1992 — 1994
General
Wells Fargo Bank January 1999 - Present
Education
Louisiana State University 1991 — 1993
Master of Business Administration (M.B.A.)
Internal Revenue Service November 2014 - January 2015
Wells Fargo Bank August 2010 - January 2011
Residential Pacific Mortgage April 2005 - June 2008
Chase January 2002 - April 2005
Bank of the West October 1998 - January 2002
Skills
Photoshop, Social Media, Public Speaking, C++, HTML, Microsoft Word, Medical Terminology, Microsoft Office, PowerPoint, Microsoft Excel, Healthcare, Supervisory Skills, Financial Analysis, Cpr Certified, Analysis, Account Reconciliation, Hospitals, Loans, Credit, Insurance, Healthcare Management, Invoicing, Accounting
Education
University of Phoenix 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.25
University of Phoenix 2010 — 2013
Bachelors, Health Administration, 3.13
University of Phoenix 2009 — 2013
Bachelor Science, Health Information Tech
Los Medanos College 2008 — 2010
Libral Arts
Ducks Unlimited January 2015 - Present
Rotary Club Of East Ascension June 2014 - Present
Whitney Bank June 2013 - Present
Ducks Unlimited January 2014 - December 2014
Hibernia Bank January 2009 - May 2013
Wells Fargo Bank November 2004 - April 2007
SunCap Mortgage, Inc. 2003 - 2004
Skills
Financial Analysis, Mortgage Lending, Loans, Underwriting, CRM, Sales, Market Research, Negotiation, Commercial Banking, Management, Banking, Business Development, Commercial Lending, Credit Analysis, Finance, Investments, Portfolio Management, Risk Management, Retail Banking, Relationship Management, Credit, Loan Origination, Commercial Real Estate, Customer Service, Leadership, Small Business Lending, Credit Risk, Mortgage Banking, Financial Services, Refinance, Microsoft Office, Public Speaking, Real Estate, Consumer Lending, Team Building, Cash Management, Financial Planning, Lines Of Credit, Marketing, Cross Selling, Financial Modeling, Residential Mortgages, Financial Risk, Contract Negotiation, Budgets, Marketing Strategy, New Business Development, Commercial Mortgages
Education
Southeastern Louisiana University 2007 — 2008
MBA, Finance
Louisiana State University 1995 — 2000
Bachelor, Marketing
St.Martin's Episcopal School 1991 — 1995
High School 1991-1995, High School/Secondary Diplomas and Certificates
World Financial Group (WFG) January 2014 - Present
Independent Contractor October 2010 - Present
WorkCare, Inc. April 2013 - May 2014
BrightStar Care October 2010 - September 2012
Kindred Healthcare August 2011 - August 2012
Professional HealthCare at Home May 2011 - August 2011
Wells Fargo Bank September 2006 - January 2011
Skills
Home Care, Healthcare, Elder Care, Long-term Care, Customer Service, Tracheostomy, Trach Care, Software Documentation, Nursing, Vital Signs, Microsoft Office, Tube Feeding, Medication..., IV, Cpr Certified, Medical Terminology, Phlebotomy, Hospitals, BLS, Microsoft Excel
Education
The College Network 2012 — 2014
Bachelor of Science (B.S.), Nursing Science
Los Medanos College 2004 — 2009
Associate of Arts (A.A.), Licensed Practical/Vocational Nurse Training
GE Digital May 2014 - Present
Cisco Systems July 2013 - May 2014
BlueKai October 2010 - July 2013
Wells Fargo Bank July 2010 - October 2010
Microsoft May 2006 - June 2010
Pudding June 2002 - June 2008
AT&T June 2002 - May 2006
FICO August 2000 - April 2002
Spherion/Interim Technology Consulting March 1999 - April 2000
EDS, an HP Company June 1996 - March 1999
Skills
Technical Writing, Technical Communication, Technical Documentation, DITA, Agile Methodologies, Astoria Content..., Oxygen XML Editor, XMetal, FrameMaker, Online Help, SnagIt, Software Documentation, Editing, RoboHelp, Manuals, Adobe Acrobat, Visio, Content Management, Usability Testing, Project Management, Online Advertising, HTML, Scrum, Software Development, Captivate, Online Help Development, Content Strategy, Management, Analysis, SaaS, Information Architecture, Project Planning, Analytics, Web Analytics, Leadership, Training, Process Improvement, Confluence, JIRA, REST API, Javadoc
Education
Louisiana State University and Agricultural and Mechanical College
B.A.
Southern Methodist University
toward Master's
1st Century Bank June 2010 - Present
Wells Fargo Bank May 2008 - May 2010
Wells Fargo Financial June 2006 - May 2008
Skills
Commercial Lending, Credit, Portfolio Management, Banking, Leadership, Small Business Lending, Loans, Commercial Banking, Securities, Financial Analysis, Asset Based Lending, Commercial Mortgages, Treasury Management, Investments, Mortgage Lending, Wealth Management, Private Banking, Credit Analysis, Finance
Education
Loyola Marymount University 2002 — 2006
Bachelor's of Business Administration, Finance
Delta Locum Tenens, LLC August 2010 - Present
Client Services Solutions August 2009 - August 2010
Wells Fargo Bank February 2008 - July 2009
Client Services Customer Care/RedLeaf Capital February 2006 - February 2008
Skills
Staffing Industry, Inside Sales, Customer Service, Direct Marketing, Training &..., Account Management, New Business Development, Customer Relations, Call Center, Contract Negotiation, Hiring, Coaching, Healthcare, Recruiting, Temporary Placement, Residential Mortgages, Loan Origination, Training, Cold Calling, Management, Industrial Sector, Applicant Tracking..., Sales Operations, Call Centers
Education
Louisiana State University 2002 — 2006
Business Administration
Wilshire Associates April 2013 - Present
Payden & Rygel January 2006 - March 2013
Wells Fargo Bank September 2001 - December 2005
Wells Fargo Bank May 1997 - September 2001
Skills
Asset Allocation, Bloomberg, Trading, Valuation, Investment Strategies, Financial Modeling, Investment Management, Equity Research, Fixed Income Analysis, Wealth Management, FactSet, Northfield & Barra risk..., Capital Markets, Derivatives, Economics, Portfolio Management, Investments, Equities, Fixed Income, Asset Management
Education
Loyola Marymount University 2000 — 2002
Master of Business Administration (M.B.A.), Finance
University of California, San Diego 1989 — 1994
Bachelor's Degree, Biology, Economics minor
SMI (Success Motivation Instructor) February 2014 - Present
Success Motivation Instructor April 2007 - Present
ARS (Attorney Rererral Service) January 2005 - April 2009
Wells Fargo Bank July 1989 - March 1991
Skills
Enterprise Architecture, Management Consulting, IT Strategy, Customer Service, Software Project..., Business Transformation, Solution Architecture, PMO, Project Portfolio..., Business Process...
Education
Los Angeles Trade Technical College
University of Southern California
Computer Science
Wells Fargo Bank July 2007 - Present
Caribou Coffee December 2004 - June 2007
Skills
Community Banking, Small Business Lending, Home Equity Lines of..., Loans, Investments, Series 6, Series 63
Education
Loyola University of Chicago 2001 — 2003
Accounting
Southern Illinois University, Carbondale 1995 — 1998
Business
Louisiana Legislative Auditor February 2015 - Present
Louisiana State Police, Criminal Intelligence Unit July 2012 - 2015
U. S. Marine Corps March 2008 - July 2012
Mckay November 2007 - March 2008
Wells Fargo Bank January 2006 - September 2007
Skills
Fluent in German, Fluent in Polish, Leadership, Microsoft Excel, Government, Microsoft Office, PowerPoint, Outlook, Analysis, Microsoft Word, Data Analysis, Customer Service, Team Leadership, Process Improvement, Training, Accounting, Supply Chain Management
Education
American Military University 2011 — 2015
Master of BusinesAdministration (MBA), Accounting, 4.0
Louisiana State University 2012 — 2014
Visiting student, Accounting
University of California, Irvine 2006 — 2007
Bachelor of Arts (B.A.), Economics, 3.785
Saddleback College 2004 — 2006
Associate of Arts (A.A.), Economics, 4.0
Wells Fargo Bank January 2001 - Present
Wells Fargo Bank January 1991 - January 2001
Burlington Menswear May 1989 - August 1990
Central Bank May 1983 - August 1987
Skills
Commercial Real Estate..., Private Banking, Commercial Mortgages, Credit, Series 7, Loans, Wealth Management, Commercial Banking, Small Business Lending, Credit Analysis, Banking, Lines Of Credit, Portfolio Management, Mortgage Lending, Treasury Management, Commercial Lending, Loan Origination, Credit Risk
Education
University of North Carolina at Chapel Hill 1987 — 1989
MBA, Finance and Business Strategy
Louisiana Tech University 1979 — 1983
BS, Finance and Economics
Wells Fargo Bank February 2013 - Present
Beijo, Inc October 2011 - December 2014
Dande Paws-4-Life Foundation February 2008 - July 2010
Tropical Beauty Inc September 2007 - July 2010
CommerceWest Bank September 2006 - September 2007
Washington Mutual Bank January 2001 - January 2006
Skills
Customer Service, QuickBooks, Finance, Public Relations, Sales, Microsoft Office, Social Media Marketing, Analytical Skills, 10 Key, Adobe Acrobat, Problem Solving, People-oriented, Public Speaking, Maximizer, Organizational..., Task Driven, Windows Vista, Fully bilingual Filipino, Outcome focused, Highly resourceful, Internet Explorer, Multi Tasking, Detail-oriented
Education
University of California, Davis 1999 — 2001
BA, Communications
Los Angeles Harbor College 1996 — 1999
Associate's degree, General Studies
Retired May 2013 - Present
Wells Fargo Bank September 2012 - Present
Wells Fargo November 2008 - August 2012
merrill lynch April 2004 - February 2008
Merrill Lynch Capital 2004 - 2008
Perl Mortgage 2004 - 2004
Equity Residential Properties Trust 1995 - January 2001
Starlight Children's Foundation 1995 - 2001
Equity Residential 1995 - 2000
Rosenberg & Liebentritt 1992 - 1995
Skills
Real Estate, Due Diligence, Real Estate Transactions, Commercial Real Estate, Loans, REO, Acquisitions, Portfolio Management, Management, Investments, Foreclosures, Asset Management, Property Management, Risk Management, Mortgage Lending, Investment Properties, Credit, Valuation
Education
Loyola University Chicago School of Law
MJ, Real Estate & Business Law Concentration
University of Illinois at Urbana-Champaign 1977 — 1982
BA, Interior Architecture
Wells Fargo Merchant Services June 2015 - Present
Wells Fargo Merchant Services 2013 - June 2015
Wells Fargo Bank September 2008 - December 2013
Granton Marketing 2001 - 2008
Skills
B2B Marketing, Account Management, Direct Marketing, Sports Marketing, Sports Medicine, Coaching, Retail Banking, Music Production, songwriting, Sales Management, Call Centers, Cold Calling, Management, Social Networking
Education
Louisiana State University School of Medicine in New Orleans 2000 — 2002
Orthepedics
University of New Orleans 1996 — 2000
Bachelor's degree, Sports Medicine Residency Program
Rockford Gastroenterology Associates May 2013 - Present
Carter's OshKosh B'gosh August 2012 - Present
Wells Fargo Bank May 2011 - April 2012
Old Chicago Restaurants May 2010 - May 2011
Bath and Body Works October 2009 - May 2010
Skills
Fast Learner, Hard Worker, People-oriented, Some management, Customer Service, Able To Multi-task, Time Management, Teamwork, Cashiering, Team-oriented, People Skills, Fast-paced, Reliability
Education
Pikes Peak Community College 2012 — 2016
CNA, Registered Nursing/Registered Nurse
Rock Valley College 2013 — 2015
Associate of Science (A.S.), Pre-Nursing Studies
Northern Illinois University 2008 — 2010
Loyola University of Chicago 2006 — 2008
Sandy Spring Bank March 2009 - Present
Wells Fargo Bank August 2005 - March 2009
T. Rowe Price June 2000 - August 2005
Equitable Bank / Maryland National Bank May 1985 - March 1991
Skills
Strategy, Business Process..., Process Improvement, Risk Management, Negotiation, Leadership, Vendor Management, Banking, Change Management, Business Strategy, Cross-functional Team..., Management, Training, Project Management, Program Management, Mergers & Acquisitions, Budgets, Finance, Financial Services, Portfolio Management, Business Analysis, Sales, Executive Management, Management Consulting, Investments, CRM, Strategic Planning, Business Intelligence, Human Resources, SDLC, Analysis
Education
ABA Stonier Graduate School of Banking 2010 — 2012
Stonier Diploma and Wharton Leadership Certificate
The Johns Hopkins University - Carey Business School 1994 — 2000
MBA
Loyola University Maryland 1981 — 1985
BBA
Di Monte & Lizak, LLC April 2013 - Present
Stone, Pogrund, and Korey March 2011 - March 2013
DeCoster Enterprises June 2009 - December 2009
Wells Fargo July 2007 - May 2009
Wells Fargo Bank June 2006 - August 2006
Skills
Estate Planning, Loans, Tax, Real Estate
Education
Loyola University Chicago School of Law 2010 — 2013
J.D., Law
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
BS, Finance
US Perishables 2014 - Present
Kaizen Accounting Solutions, Incorporated October 2013 - 2014
Wells Fargo Bank April 2005 - August 2012
Wachovia Bank April 2002 - August 2004
Skills
Mortgage Lending, Loans, Banking, Mortgage Banking, Loan Origination, Customer-focused Service, accounts payables and..., Microsoft Office, Microsoft Excel, Document Review
Education
Napa Valley College 2013 — 2014
none, Office Management and Supervision
University of Phoenix 2012 — 2012
none, Business Administration and Management, General
Louisiana Tech University 1988 — 1991
Accounting and Finance
American Honda Finance April 2012 - Present
BBVA Compass 2009 - 2011
BBVA Compass (formerly Compass Bank) 2003 - 2009
Wells Fargo Bank 2000 - 2003
Wells Fargo Bank 1996 - 2000
Wells Fargo Bank 1989 - 1996
Education
The University of Texas at Austin - The Red McCombs School of Business 1986 — 1989
MBA, Finance
Louisiana State University
BS, Petroleum Engineering
Opsahl Dawson December 2010 - Present
Lowe's Home Improvement June 2007 - December 2010
Wells Fargo Bank January 2005 - June 2008
Washington Mutual Bank June 1992 - January 2005
Skills
Organizational..., Employee Relations, Market Planning, Customer Service, Sales, Budgets, Auditing, Internal Controls, Time Management, Team Leadership, Tax Preparation, Bookkeeping, QuickBooks, Accounting, Payroll, Telephone Skills, Financial Reporting, Income Tax, Management, Tax
Education
Washington State University - College of Business and Economics 2009 — 2010
Business, Accounting
Lower Columbia College 1990 — 1992
Associates
MUFG Americas July 2013 - Present
Wells Fargo Capital Finance December 2009 - July 2013
Wells Fargo Bank October 2007 - December 2009
Wells Fargo Bank, N.A. September 2005 - October 2007
Costco Wholesale February 2003 - October 2005
Skills
Financial Analysis, Financial Modeling, Capital Markets, Financial Services, Budgets, Portfolio Management, Strategic Planning, Analytics, Valuation, Loans
Education
Loyola Marymount University, College of Business Administration 2006 — 2008
MBA, Finance
LA Financial Credit Union March 2008 - Present
LA Financial Credit Union April 2005 - February 2008
Wells Fargo Bank October 2004 - March 2005
Wells Fargo Bank June 2003 - September 2004
Wells Fargo Bank June 2002 - May 2003
Skills
Electronic Banking, Dependable Team Player, Customer Retention, Customer Oriented, Banking, ACH, Credit Cards, Internet Banking, Deposits, Retail Banking, Cross Selling, Access, Financial Services, Sales, Customer Service
Education
Los Angeles City College 1992 — 1995
Wells Fargo Advisors June 2015 - Present
Wells Fargo Bank September 2013 - July 2015
Wetherby Asset Management March 2013 - June 2013
Bank of America June 2008 - October 2011
Bank of America May 1988 - June 2008
Skills
Financial Advisory, Operational Manager,..., paperwork for specific..., Transferring money...
Education
Los Medanos College 1988 — 1990
Pittsburg High School 1984 — 1987
Diploma
Renewable Funding, LLC May 2014 - Present
Prosper Marketplace May 2013 - May 2014
Kinecta Federal Credit Union November 2006 - May 2011
Wells Fargo Bank June 2005 - November 2006
Skills
Fixed Annuities, Consumer Lending, Residential Mortgages, Life and Health..., Portfolio Management, Investments, Banking, Mortgage Lending, Management, Sales, Business Development, Finance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
Bachelor of Science (B.S.), Business Management
Los Angeles Harbor College 2003 — 2005
Undergraduate Studies
Minnesota Bank & Trust August 2011 - Present
Wells Fargo Bank January 2006 - August 2011
Wells Fargo Bank January 2005 - January 2006
Minnesota Department of Natural Resources April 2004 - January 2005
Skills
Mortgage Lending, Credit, Loans, Mortgage Banking, Banking, Refinance, FHA, Loan Origination, Residential Mortgages, Customer Service, Real Estate, Sales, Public Speaking, Investments, Insurance, VA loans, Credit Analysis, Management, FHA financing
Education
Loyola University Chicago 2000 — 2004
Bachelor of Science, Psychology
Wahlert High School 1996 — 2000
Diploma, General Studies
Wells Fargo Bank March 2008 - Present
Greater Bay Bank November 2007 - March 2008
Greater Bay Bank March 2006 - November 2007
Sacred Heart Community Service February 2005 - February 2006
Nordstrom June 2000 - August 2003
Skills
Banking, Loans, Commercial Lending, Credit, Customer Service, Small Business Lending, Sales, Commercial Banking, Cash Management, Mortgage Lending, Underwriting, Finance, Credit Analysis, Loan Origination
Education
Loyola Marymount University 1999 — 2003
Bachelor of Arts, English; emphasis in writing
HYPRESS INTERNATIONAL REALTY / INVESTMENTS March 2000 - Present
GINO THE GIANT SLAYER September 2004 - Present
Mount Olympus Mortgage Company August 2014 - November 2014
Nationstar Mortgage dba Greenlight Loans November 2012 - June 2014
JPMorgan Chase March 2012 - September 2012
Wells Fargo Bank October 1998 - March 2012
ANETLOAN.COM January 2000 - January 2009
COUNTRYWIDE (CHL) July 1997 - July 1998
Union Bank of California April 1990 - April 1997
San Diego Community College District September 1994 - May 1996
Skills
Real Estate, Investment Properties, Mortgage Lending, Short Sales, Sales, Leadership, Loans, Investments, Management, Brokerage, Commercial Real Estate, Marketing, Marketing Strategy, Finance, Real Estate Financing, Residential Homes, Loan Origination, Fundraising, Mergers & Acquisitions, Credit, Teaching, Residential Mortgages, Grant Writing, Real Estate Economics, Investors, Business Development, Project Planning, Marketing Communications, Foreclosures, Mortgage Banking, REO, Creative Writing, Advertising, Reverse Mortgages, Community Development, Meeting Planning, Resource Allocation, FHA financing, Policy, Project Implementation, Customer Advocacy, Space Planning, Children's Books, Investment Valuation, Residential Appraisal..., Policy & Procedure..., Interior Design, Venture Capital, Relationship Management, New Business Development
Education
University of Nevada-Las Vegas 1975 — 1978
Master of Public Administration (M.P.A.), Urban, Community and Regional Planning
University of San Francisco 1973 — 1973
Graduate Studies, Developmental Psychology
Louisiana Tech University 1971 — 1972
B.A, Psychology
Ohio Northern University 1970 — 1971
Psychology
University of Louisiana at Lafayette 1969 — 1970
Pre-Medicine/Pre-Medical Studies
Wells Fargo Bank September 2009 - Present
Wachovia April 1997 - October 2009
Formosa Plastics 1995 - 1997
United States Marine Corps October 1989 - April 1994
Skills
Software Development, Leadership, Management
Education
Louisiana State University
Continuing Education for Network Engineering
JPMorgan Chase June 2009 - Present
Household International March 2006 - April 2009
Wells Fargo Bank November 2002 - February 2006
Skills
Real Estate, Refinance
Education
Loyola Marymount University, College of Business Administration 1998 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration
Loyola Marymount University
Champion Wrestling from Hollywood 2007 - 2013
INTUIT® PAYMENT SOLUTIONS / Electronic Clearing House, Inc. (ECHO) July 2000 - June 2011
Wells Fargo Bank May 2000 - July 2000
AMERICAN GENERAL LIFE January 2000 - May 2000
WASHINTION MUTUAL, Northridge, CA October 1990 - December 1999
Skills
Payment Services, Banking Operations, Payments, ACH, Banking, Cards, Electronic Payments, Payment Processing, Credit Cards, Payment Solutions, Payment Systems, Payment Gateways, Internet Banking, Debit Cards, Retail Banking, Online Payments, Lockbox, Check 21, Mobile Payments, Credit, Remote Deposit Capture, Credit Card Processing, Money Transfer, Core Banking, Debit, Remittances, Cash Management, Compliance, Customer Service, Merchant Services, Transaction Processing, Check Processing, EFT, Vendor Relations, Risk Management, Treasury Management, Fraud Prevention, Deposits, Product Management, Payment Cards, Risk, E-payments, Customer Relations, Program Management, Electronic Payment, Payment Industry, Cash, Bill Payment, Mobile Banking, E-commerce
Education
Los Angeles Valley College 1989 — 1991
In Progress, Biology
California State University 1987 — 1989
In Progress, Biology; Science
Frost Bank August 2012 - Present
Whitney Bank September 2008 - October 2012
Wells Fargo Bank August 2002 - March 2007
Skills
Loans, Commercial Banking, Credit, Credit Analysis, Commercial Lending, Asset Based Lending, Portfolio Management, SBA, Lines Of Credit, Credit Risk, Retail Banking, Finance, Commercial Mortgages, Cross Selling, Financial Risk, Deposits, Commercial Real Estate, Financial Modeling, Mergers & Acquisitions, Cash Management, Underwriting, Banking, Corporate Finance, Small Business Lending
Education
Louisiana State University 1991 — 1993
Masters, Finance
Louisiana Tech University 1988 — 1991
Bachelors of Science, Marketing
Field Examiner School
Wells Fargo College of Commercial Credit
Southside Christian Fellowship January 2013 - Present
Servants of Jesus September 2002 - Present
Wells Fargo Bank October 1992 - September 1997
Bank of America/Spnb July 1974 - October 1990
Skills
Fundraising, Leadership, Youth Ministry, Teaching, Teaching Adults, Public Speaking, Retail Banking, Customer Service, Pastoral Counseling, Pre-marital, marriage counseling, Team Leadership, Leadership Development, Preaching, Bible
Education
Cal State University Dominguez Hill 1973 — 1977
BA, Liberal Studies
Los Angeles Trade Technical College 1969 — 1973
AA, General Education
Kinecta Federal Credit Union 2007 - 2011
Commercial Capital Bank January 1998 - January 2007
Union Bank of California January 1994 - January 1997
Par Excellence Transcriptions January 1992 - January 1994
Wells Fargo Bank January 1979 - January 1992
Education
Los Angeles Valley College
A.A, Business Studies
Chehalem Elementary January 2015 - Present
Malcolm & Cisneros Law Firm January 2013 - April 2014
Wells Fargo Bank August 2010 - January 2013
The Bookworm Project January 2009 - May 2010
Malcolm & Cisneros Law Firm May 2009 - August 2009
Skills
Microsoft Office, Compliance, PowerPoint, Word, Excel, Customer Service, Event Planning, Event Management, Microsoft Excel, Microsoft Word, Public Speaking, Social Networking
Education
Pacific University 2014 — 2016
Master of Science (M.S.), Speech-Language Pathology/Pathologist
Utah State University 2012 — 2014
Post-Baccalaureate Degree, Speech Language Pathology
Loyola Marymount University 2006 — 2010
BA, Psychology
Akademie für Internationale Bildung (Academy for International Education) 2008 — 2008
Concentration in Psychological Studies
Florence University of the Arts 2007 — 2007
Applied Arts and Art History
Klotz Fiduciary Services January 2011 - Present
Stutzman & Klotz January 2010 - Present
California State Division/ International Association for Identification May 2012 - December 2013
Capital Growth Planning, Inc. 2008 - 2011
Wells Fargo Bank 2006 - 2008
Sparber Rudolph Annen 2005 - 2006
Klotz & Associates, APC 2002 - 2005
Branton & Wilson, APC 1994 - 2002
San Diego, CA 1993 - 1993
Skills
Estate Planning, Trusts, Powers of Attorney, Real Estate, Real Estate Transactions, Corporate Law, Estate Administration, High Net Worth..., Wills, Legal Assistance, Asset Management, Business Formation, Property Law, Foreclosures, Non-profits, LLC, Licensing, Elder Law, Foundations, Irrevocable Life..., Succession Planning, Wealth, Real Estate Financing, Probate, Commercial Real Estate, Planned Giving, Tax, REO, Short Sales, Zoning, Land Use, Professional Fiduciary, 1031 Exchanges, Vacant Land, Bylaws, Revocable Trusts, Corporate Governance, Trust Administration, Real Estate Development, Wealth Management..., Virtual Corporate..., LLC's, Employment Contracts, Partnerships, Easements, Lease Negotiations, Buying a Business, Title Insurance, Nonprofits, Management
Education
Loyola Law School, Loyola Marymount University 1981 — 1985
J.D., Law
University of San Diego 1972 — 1976
B.A., Biology
Wells Fargo Bank June 2009 - Present
Boy Scouts of America 2012 - 2013
Wachovia April 2003 - June 2009
Lane Angell Design 2002 - 2006
Evergreen Investments May 1996 - March 2002
Corporate Creative December 1991 - May 1996
Jacobs Press 1989 - 1991
Skills
Direct Mail, Graphic Design, Adobe Creative Suite, Integrated Marketing, Creative Direction, CRM, Graphics, Leadership, InDesign, Photography, Brand Development, Management, Marketing, Marketing Communications, Advertising, Sales, Email Marketing, Strategic Planning, Social Media, Web Design, Illustrator
Education
Louisiana Tech University 1985 — 1988
Bachelor of Fine Arts, Graphic Design
Spartanburg High
Wells Fargo October 2012 - Present
Wells Fargo Bank May 2011 - October 2012
Bank of Tokyo-Mitsubishi UFJ 2005 - December 2010
JP MORGAN CHASE BANK 2003 - 2005
CARDINAL HEALTHCARE PHARMACY PROVIDER SERVICES 2002 - 2003
EL PASO CORPORATION 2001 - 2002
ENRON CORPORATION 1997 - 2001
O'QUINN & LAMINACK LAW FIRM 1994 - 1997
DELANEY (USA) INCORPORATED 1991 - 1994
Education
Louisiana State University
Master, Business Administration
Tennessee Technological University
B.S. Degree, Marketing
Point05 Consulting May 2012 - Present
Genomic Health February 2012 - April 2012
Numerate Inc April 2011 - November 2011
Roche Molecular Systems, Inc. 2008 - 2009
Gilead Sciences 2004 - 2008
Wells Fargo Bank 1988 - 2000
Kaiser Permanente 1997 - 1999
Skills
Life Sciences, Research, Drug Discovery, Bioinformatics, Clinical Trials, Pharmaceuticals, Clinical Research, SAS, R&D, Lifesciences, Pharmaceutical Industry, Forecasting, Economics, Molecular Biology, Genomics, Biostatistics, Genetics, 21 CFR Part 11, Oncology, FDA, SAS programming, CRO, Data Mining, R, CDISC, Clinical Development, Biotechnology, PCR, Validation, Data Analysis, Computational Biology, Statistics, Data Management, Drug Development, Machine Learning
Education
Louisiana State University 1973 — 1981
M.N.S., Mathematics, Economics
Bishop Hall Jubilee School 1965 — 1972
UCSC
Certificate, Bioinformatics
Vail Resorts August 2014 - Present
Vail Resorts June 2013 - Present
Vail Resorts October 2010 - June 2013
Sierra Nevada Journeys August 2009 - December 2010
Wells Fargo Bank May 2007 - June 2009
Sugar Bowl, Winter Park, Northstar-at-Tahoe January 2001 - January 2008
Ameriquest Mortgage Company June 2005 - June 2006
Naturalists at Large January 2001 - January 2005
Skills
Leadership, Management, Marketing, Fundraising, CRM, Nonprofits, Social Media, Strategic Planning, Marketing Strategy, Analysis, Grant Writing, Sales, Change Management, Proposal Writing, Editing, Project Management, Customer Service, Time Management
Education
University of Nevada-Reno 2008 — 2010
Masters, Business Administration
Loyola Marymount University 1997 — 2001
Bachelors, Biology
Monte Vista High School
Wells Fargo July 2015 - Present
TIAA-CREF November 2013 - June 2015
Wells Fargo February 2013 - September 2013
Advance Auto Parts December 2011 - February 2013
Wells Fargo Bank July 2010 - December 2011
IBM April 2010 - July 2010
Onondaga County June 2009 - December 2009
PC Consulting (SE) June 2008 - June 2009
City of Charlotte Police Dept October 2000 - June 2008
Fleming Companies September 1988 - October 2000
Skills
PMP, Infrastructure Projects, Project Management, Infrastructure, SDLC, Agile Methodologies, Salesforce.com, Requirements Analysis, Business Analysis, Business Process..., CRM, Integration, Enterprise Software, Vendor Management, Cloud Computing, MS Project, Management, Software Documentation, Leadership, Cross-functional Team..., SharePoint
Education
University of North Carolina at Charlotte 2003 — 2008
Professional, Project Management Courses
New Horizons Computer Learning Center 2005 — 2005
Professional, Project Management Professional Certification
Louisiana State University
Bachelor, Computer Science
Wells Fargo Bank August 2006 - Present
Guaranty Bank in Port Arthur, Tx. August 2002 - August 2006
Peoples State Bank of Many, La. August 1988 - October 1990
Commercial National Bank in Shreveport, La. March 1979 - August 1988
Skills
Loans, Lines Of Credit, Credit, Banking, Mortgage Lending, Asset Based Lending, Series 7, Retail Banking, Consumer Lending, Loan Origination, Portfolio Management, Risk Management, Team Building, Commercial Lending
Education
Southwestern Graduate School of Banking at SMU 1985 — 1987
Commercial/Business Lending, Commercial Lending, Graduated
National Commercial Lending School 1984 — 1984
Commercial/Business Lending, Commercial Lending, Graduated
Louisiana Tech University 1973 — 1978
Accounting and Finance
Aphelion eFX Trading June 2015 - Present
Gain Capital GTX (formerly GFT Forex) 2012 - June 2014
Commonwealth Bank of Australia 2011 - 2012
Wells Fargo Bank 2006 - 2010
American Express Bank 1993 - 2006
Skills
Foreign Exchange, Sales, Currency, FX trading, Relationship Management, Financial Markets, Trading, Emerging Markets, Electronic Trading, Banking, Financial Risk, Hedge Funds, New Business Development, Financial Services, Hedging, Derivatives, Business Development, Trading Systems, Bloomberg, Risk Management, FX Options, International Sales, FX Trading
Education
Loyola University Maryland 1989 — 1993
Bachelor's Degree
Wells Fargo July 1974 - Present
Wells Fargo Bank July 1974 - Present
Skills
Business Analysis, Vendor Management, Credit, Risk Management, Program Management, Process Improvement, Retail Banking, Banking, Leadership, Relationship Management, Business Process..., Financial Services, Management
Education
University of Phoenix 1997 — 2000
Master of Business Administration (M.B.A.), Information Technology Project Management
Loyola University of Chicago
Bachelor of Arts (BA), Finance and Financial Management Services
TNT Property Mangement February 2014 - Present
Stewardship Group February 2014 - Present
Century 21 Mike Bowman, Inc. March 2011 - February 2014
Century 21 Mike Bowman, Inc. February 2007 - February 2014
Century 21 Mike Bowman, Inc. January 2009 - February 2011
CertaPro Painters March 2008 - January 2009
RealEstate.com 2008 - 2009
Century 21 Mike Bowman, Inc. March 2007 - August 2008
Wells Fargo Bank October 2006 - February 2007
The Connor Group April 2006 - October 2006
Skills
Real Estate, New Home Sales, Real Estate Transactions, Property Management, Negotiation, Marketing, Sales, Investment Properties, Residential Homes, Short Sales, Sellers, Relocation, First Time Home Buyers, Condos, Foreclosures, Buyer Representation, Single Family Homes, Move Up Buyers
Education
Louisiana Tech University 1997 — 2001
Farmerville High School 1993 — 1997
Diploma, General and Honors
Bank of the West February 2015 - Present
Wells Fargo October 2010 - February 2015
Wells Fargo Advisors March 2009 - February 2015
Wells Fargo Bank October 2009 - October 2010
Wells Fargo May 2008 - October 2009
Capitol Pacific Finance August 2003 - May 2008
Skills
Bank Relationship..., Client Development, Partnering, Series 7, Series 66, CA Insurance Lic., NMLSR, Banking, Mortgage Lending, Loans, Private Banking, Estate Planning, Financial Services, Wealth Management, Commercial Lending, Investments, Loan Origination, Life Insurance, Investment Management, Retirement Planning, Small Business Lending, Credit, Mortgage Banking, Refinance, Management, Finance, Leadership, Financial Analysis
Education
Loyola Marymount University 1994 — 1996
Bachelor of Arts, Communication and Fine Arts
UCLA and University of Oklahoma 1989 — 1993
San Marino High School 1985 — 1989
eSmart Solutions Inc. March 2003 - Present
ANSI standards 1989 - Present
KPMG LLP September 1999 - March 2006
Wells Fargo Bank February 1993 - August 1999
MagTek 1901 - 1902
Skills
IT Audit, Payment Systems, CISA, PCI DSS, Information Security, Information Security..., Security, Security Audits, Risk Management, Risk Assessment, Payment Industry, Computer Security, E-commerce, Encryption, Information Technology, Business Continuity, Vulnerability Assessment, CISSP, Penetration Testing, ISO 27001, Computer Forensics, Identity Management, Enterprise Risk..., COBIT, Data Security, Governance, Network Security, Security Management, Disaster Recovery, Business Continuity..., Security Awareness, Vulnerability Management, Fraud, Security Architecture..., Firewalls, Application Security, Sarbanes-Oxley Act, SAS70, Credit Cards, Privacy Law, Operational Risk..., IT Strategy, Network Architecture, PKI, IT Risk Management, Sarbanes-Oxley, Auditing, IT Management, Enterprise Architecture, Intrusion Detection
Education
Loyola Marymount University
BSEE
Loyola Marymount University
BSEE
Eli Lilly and Company September 2013 - Present
Paychex April 2010 - February 2013
Cbeyond February 2009 - April 2010
Wells Fargo Bank August 2007 - June 2008
Skills
Salesforce.com, Sales Process, Solution Selling, Direct Sales, Cold Calling, Recruiting, Sales Operations, SaaS, Sales Presentations, Sales, Selling, Account Management, Consulting, Leadership, New Business Development
Education
Louisiana State University 2003 — 2007
B.S, Business Administration; Management; Entrepreneurship
Perl Mortgage November 2006 - Present
Wells Fargo Bank November 2004 - November 2006
MidAmerica Bank January 2002 - November 2004
Skills
Underwriting, Mortgage Banking, Mortgage Lending, Loan Origination, Refinance, Loans, FHA, Short Sales, First Time Home Buyers, Finance, Customer Service, Asset Management, Construction Loans, Banking, Reverse Mortgages, Risk Management, Financial Structuring, Financial Analysis, Real Estate, Real Estate Transactions, Credit, USDA, Sales, Commercial Mortgages, Strategic Partnerships, Investment Properties, Residential Mortgages, Real Estate Financing, Residential Homes, FHA financing, Mortgage Underwriting, Credit Analysis, Mortgage Marketing, Investments, Loss Mitigation, Certified Mortgage..., Small Business Lending, Strategic Financial..., Commercial Lending, Referrals, Wealth Management, Condos, Foreclosures, Investors, Portfolio Management, Insurance, Real Estate Economics, REO, Property, VA loans
Education
Loyola University Chicago 1997 — 2001
Loyola University of Chicago 1997 — 2001
Management Information Systems
Charles Schwab April 2011 - Present
Wells Fargo Bank February 2006 - April 2011
Personal Credit Management August 2003 - February 2006
Providian Financial January 1995 - March 2003
Providian Financial March 2000 - February 2003
Providian Financial January 1998 - February 2000
Providian Financial December 1996 - December 1997
Providian Financial March 1996 - November 1996
Providian Financial January 1995 - February 1996
Zacson Corporation January 1992 - January 1994
Skills
Direct Marketing, Marketing Management, Analytics, Market Research, Marketing, Strategy, Project Management, Customer Acquisition, Budgets, Segmentation, Leadership, Management, Database Marketing, Credit Cards, Product Development, Sales, Call Centers, Retail, Market Planning, Contract Negotiation, Multi-channel Marketing, Program Management, Customer Satisfaction, Direct Mail, Data Analysis, Analysis
Education
Loyola University Chicago
Bachelor of Business Administration, Marketing
Wells Fargo Bank 2000 - Present
Wells Fargo 2000 - 2009
Wells Fargo Bank 1996 - 2000
First Interstate Bank 1994 - 1996
First Interstate Bank 1985 - 1994
Education
Loyola Marymount University 1979 — 1984
Western High school 1976 — 1979
The Siegel Group August 2013 - Present
Wells Fargo Bank November 2006 - August 2013
Skills
Mergers & Acquisitions, Investments, Credit, Banking, Commercial Real Estate, Finance, Investment Properties, Loans, Portfolio Management, Real Estate
Education
Loyola Law School, Loyola Marymount University
JD
University of Pennsylvania
AIG Sunamerica January 2005 - November 2012
AIG American General December 2003 - December 2004
Tekelec April 1997 - September 2003
GROVES ACCOUNTANCY CORPORATION 1995 - 1996
Wells Fargo Bank May 1990 - August 1995
Skills
Insurance, Management, Risk Management, AML, Access, Accounting, Accounts Payable, Customer Service, Finance, Microsoft Excel, Microsoft Word, Time Management, Vendor Management, QuickBooks, Process Improvement, Troubleshooting, Microsoft Office, Financial Services, Life Insurance, Banking
Education
Los Angeles Pierce College 1998 — 2000
Associates Degree, Liberal Arts/General Education
Wells Fargo October 2007 - Present
Wells Fargo Bank 2007 - 2012
Skills
Investments, Series 6, Series 7, Series 63, Wealth Management, Banking
Education
Loyola Marymount University, College of Business Administration 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance and Management
Wells Fargo Bank April 2012 - Present
Wells Fargo June 2010 - November 2011
Irwin Home Equity January 2003 - May 2009
Providian Financial September 2001 - September 2002
Bank of America 1987 - September 2001
Skills
PMO, Program Management, Partner Relationship..., IT Operations, Banking, Excel, Integration, Team Leadership, Mergers, PowerPoint, Visio, Vendor Management, SDLC, Credit Cards, Budgeting, Mortgage, Business Process, Process Improvement, Vendor Relations, MS Project, Team Building, Microsoft Excel, Mortgage Lending, Budgets, CRM, Analysis, Management, Business Analysis, Testing, IT Management, Leadership, Project Management, Risk Management, Enterprise Software, Databases, Quality Assurance, IT Service Management
Education
Computer Learning Center, Los Angeles, CA 1982 — 1983
Data Processing/Computer Programming Degree
Los Angeles Valley College 1968 — 1969
Humanities
BNI 2005 - 2012
Wells Fargo Bank October 2005 - April 2011
Skills
Loans, Commercial Lending, Credit, Banking, Small Business Lending, Mortgage Lending, Commercial Banking, Credit Analysis, Series 7, Loan Origination, Portfolio Management, Consumer Lending
Education
Loyola Marymount University
Bachelor of Science (BS), Economics
Loyola Marymount University
Master of Business Administration (MBA), International Finance
Wells Fargo Bank 2005 - Present
CTS 2002 - 2005
Stonebridge Technologies(formerly Tactics,Inc.) 1995 - 2000
Skills
Clariion, Storage Area Networks, EMC Storage, SAN
Education
Louisiana State University 1981 — 1984
Wells Fargo Bank January 1998 - Present
Barnett Banks May 1988 - December 1997
Skills
Banking, Commercial Banking, Corporate Finance, Credit, Credit Analysis, Due Diligence, Energy, Financial Analysis, Financial Modeling, Investments, Mergers, Mergers, Portfolio Management, Risk Management, Strategy, Loans, Budgets, Valuation, Commercial Lending
Education
Louisiana State University
JPMorgan Chase March 2013 - December 2013
GoDaddy.com January 2010 - November 2013
Bank of America July 2005 - September 2008
USIS January 2002 - July 2005
Wells Fargo Bank January 1999 - September 2001
Skills
Strategic Planning, Analysis
Education
Loyola Marymount University, College of Business Administration 2006 — 2009
MBA, Finance
Morehouse College 1992 — 1997
Bachelor, Finance
Jordan High School
Wells Fargo Bank July 2012 - Present
Wachovia September 2005 - January 2010
Wachovia Bank 2005 - 2009
Wachovia March 1992 - December 2004
Premier Bank, Baton Rouge, LA July 1989 - March 1992
Baton Rouge General Medical Center 1987 - 1990
Skills
z/OS, REXX, DB2 z/OS, WebSphere Application..., MS Office Suite, SAS/SQL, Unix Shell Scripting, Linux Desktop, DB2, WebSphere Application..., Websphere, Mainframe, MVS, CICS, IMS DB/DC, Disaster Recovery, JCL, Database Design, High Availability, SQL, IBM Mainframe, COBOL, Systems Analysis, Data Modeling, SAS programming, Solution Architecture, SDLC, Enterprise Architecture, WebSphere
Education
Louisiana State University 1983 — 1985
BSCS, Compressed BSCS in 2 years
Universidad del Norte 1977 — 1982
BSCS, Civil Engineering
TEKsystems May 2013 - December 2014
Wells Fargo October 2009 - September 2011
Signature Consultants October 2009 - September 2011
Wells Fargo Bank October 2009 - May 2010
Wachovia Securities, LLC January 2005 - April 2009
Wachovia Bank January 2004 - November 2004
TM Floyd & Company March 2003 - January 2004
Southern Solutions. L.L.C. September 2002 - March 2003
Customs and Border Protection May 1999 - October 2001
Ciber July 1997 - February 2001
Skills
Quality Assurance Lead, IBM Mainframe, Business Analysis, Project Management, Progressive Enhancement, SDLC, DB2, COBOL, JCL, Mainframe, Requirements Analysis, CICS, Visio, VSAM, SQL, Requirements Gathering, Software Project..., Quality Center, IMS DB/DC, TSO, MVS, Integration, MS Project, Data Warehousing, Fileaid, Testing, Endeavor, Easytrieve, User Acceptance Testing, Systems Analysis, Disaster Recovery, Data Migration, Databases, Performance Tuning, Waterfall, Test Planning, Quality Assurance, Data Modeling, Analysis, Software Development, SharePoint, Unix, Sybase, ETL, Unix Shell Scripting, Agile Methodologies, Software Documentation, Database Design, Oracle, PMP
Education
Louisiana State University and Agricultural and Mechanical College 1977 — 1981
BS
Ashdjian Management, Inc. February 2012 - Present
Wells Fargo Bank January 2009 - April 2012
Kinecta Federal Credit Union February 2006 - May 2009
Wells Fargo Bank May 2005 - February 2007
HRD Aero Systems Inc February 2003 - April 2005
Skills
Banking, Management, Leadership, Loans, Investments, Finance, Cash Management, Customer Service, Financial Services, Cross Selling, Accounting, Mortgage Lending, Consumer Lending, Credit, Loan Origination
Education
Los Angeles Valley College
Rose & Alex Pilibos
Rose & Alex Pilibos
Union Bank, Encino September 2009 - Present
Countrywide Bank / Bank of America November 2006 - September 2009
Wells Fargo Bank July 2003 - November 2006
Skills
Small Business Lending, Leadership, Management, Banking, Sales, Relationship Management, Retail Banking, Consumer Lending, Customer Retention, Loans, Coaching, Mortgage Lending, Commercial Banking, Cross Selling, Customer Service, Lines Of Credit, Credit, Branch Management, Credit Analysis, Commercial Lending, Treasury Management, Loan Origination, Mortgage Banking
Education
University of Miami - School of Business 1999 — 2001
BA, Finance
Los Angeles Pierce College 1997 — 1999
Associates in Art, Business Administration and Management, General
Loyola Marymount University Alumni Association 2011 - Present
P.S. I Love You Foundation April 2010 - Present
Wells Fargo Bank 1990 - Present
Demko Baer & Associates 1988 - 1990
Skills
Commercial Banking, Commercial Lending, Loans, Small Business Lending, Financial Analysis, Credit, Portfolio Management, Mortgage Lending, Commercial Real Estate, Investments, Finance, Underwriting, Loan Origination, Credit Analysis, Treasury Management, Cash Management, Real Estate Economics, Mortgage Banking, Consumer Lending, Financial Structuring, Commercial Mortgages, Banking, Asset Based Lending, Lines Of Credit, Asset Management, SBA
Education
Loyola Marymount University, College of Business Administration 1986 — 1990
Wells Fargo Bank September 2005 - August 2008
Essential Software 1981 - 1988
Value Computing Inc. 1973 - 1981
Education
Loyola Marymount University, College of Business Administration 1952 — 1955
Wells Fargo August 2011 - Present
Wells Fargo Bank October 2006 - August 2011
Vanguard June 2005 - April 2006
Vanguard November 2004 - April 2006
Vanguard September 2003 - October 2004
Education
Loyola University Maryland 2009 — 2013
Masters, Computer Science
Penn State University 1998 — 2003
BS, Finance and International Business
Penn State University 1998 — 2003
BS, Economics
Wells Fargo August 2014 - Present
Pacific Gas and Electric Company January 2013 - Present
Wells Fargo Bank February 2010 - December 2012
Charles Schwab 1999 - 2009
Skills
Software Quality..., Testing, Test Planning, SDLC, Quality Assurance, HP Quality Center, Agile Methodologies, Requirements Analysis, Oracle, Databases, Software Project..., Functional Testing
Education
Loyola University Chicago 1986 — 1990
Bachelor's degree (B.S. Biology), Biology/Biological Sciences, General
Wells Fargo Bank March 2000 - Present
Berkshire Mortgage Finance July 1999 - March 2000
Skills
Financial Modeling, Financial Analysis, Loans, Fixed Income, Mortgage Lending, Portfolio Management, Process Improvement, Banking, Risk Management, Financial Services, Management, Securities, Capital Markets, Credit, Investments, Finance, Analytics
Education
Loyola University Maryland 2003 — 2006
MS, Finance
Towson University 1995 — 2000
BS, Finance
Clarion Partners LLC April 2007 - Present
Wells Fargo Bank January 2001 - April 2007
Skills
Asset Managment, Asset Management, Commercial Real Estate, Due Diligence, Financial Analysis, Investment Properties, Investments, Leases, Real Estate, Real Estate Development, Real Estate Transactions, Valuation
Education
Louisiana State University and Agricultural and Mechanical College 1996 — 2000
Finance, Business Administration and Management, General
T. Rowe Price June 2015 - Present
Wells Fargo Bank September 2012 - May 2015
Wells Fargo Bank October 2010 - September 2012
Wells Fargo Bank March 2007 - October 2010
Wells Fargo Bank August 2005 - March 2007
Skills
Financial Analysis, Fixed Income, Securities, Portfolio Management, Financial Modeling, Bloomberg, Project Management, SQL, VBA, Data Analysis, Business Analysis, Investments, Banking, Risk Management, Financial Risk
Education
Loyola College in Maryland 2001 — 2005
Bachelor of Business Administration, Finance
Chubb Insurance November 2010 - Present
Arizona Public Service January 2009 - November 2010
Wells Fargo Bank October 2006 - December 2009
USAA September 2003 - October 2006
Honeywell Inc. March 1998 - August 2003
Bank One December 1994 - March 1998
Inroads AZ June 1989 - November 1994
Pepsi Cola Inc. June 1988 - April 1989
Skills
Change Management, Talent Management, Leadership Development, Organizational Design, Recruiting, Employee Relations, Organizational..., Training, Succession Planning, Performance Management, Training Delivery, Employee Engagement, Organizational..., Executive Coaching, Strategy, Human Resources, HR Consulting, Coaching, Management, Leadership, Culture Change, Management Development, Workforce Planning
Education
Loyola Marymount University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Tulare County Public Defender March 2015 - Present
The Bruce Chang Law Firm May 2014 - March 2015
Simon & Simon, LLP January 2015 - February 2015
Law Offices of Sam X.J. Wu, APC May 2012 - May 2014
Supreme Court, Federated States of Micronesia March 2010 - March 2012
College of Micronesia February 2011 - December 2011
Law Offices of Bruce Chang March 2009 - March 2010
Matrix Legal October 2008 - May 2009
Wells Fargo June 2004 - June 2005
Wells Fargo Bank November 2003 - June 2004
Skills
Bankruptcy, Business Litigation, Civil Litigation, Appeals, Information Management, Office Productivity, Document Review, Suite, Legal Research, Legal Assistance, Commercial Litigation, Mediation, Employment Law, Trials, Intellectual Property, Property Law, Pleadings
Education
Loyola Law School, Los Angeles 2005 — 2008
J.D., Law
University of California, Berkeley 1993 — 1997
B.A., Molecular and Cell Biology
Wells Fargo Bank June 2001 - Present
Tavve Software June 2000 - April 2001
INS June 1998 - June 2000
Premier Bank December 1994 - September 1996
LSU Computing Services August 1991 - December 1994
Skills
Cisco Certified Network..., Cisco Certified, Network Engineering, Load Balancing, Security, Network Security, Cisco IOS, Data Center, Cisco Technologies, OSPF, Firewalls, Troubleshooting, Switches, Unix, Software Documentation, Routers, Network Administration, TCP/IP, Telecommunications, Routing, Disaster Recovery, Networking, IP, Technical Support, Testing, Network Architecture, BGP, Network Design, WAN, DNS, CCNA, VPN, LAN-WAN, CCNP, System Deployment, Checkpoint
Education
Louisiana State University 1987 — 1991
BSEE, Engineering
Harbor Freight Tools October 2012 - August 2014
Time Warner Cable January 2012 - April 2012
Southern California Edison October 2011 - January 2012
DHL January 2006 - April 2009
HomeCare Pharmacy December 2001 - December 2004
Webbooth.Com October 2000 - December 2001
WWW.COM November 1999 - October 2000
Oppenheimer & Co. August 1998 - June 1999
Wells Fargo Bank December 1996 - March 1998
Skills
LAN-WAN, Help Desk Support, IT Management, Software Installation, Integration, System Deployment, Troubleshooting, Lotus Notes, VMware, SharePoint, Vendor Management, Visio, Microsoft Certified..., DHCP, Hardware, System Administration, Process Improvement, Project Management, Cisco Technologies, Data Center, ITIL, VPN, Windows 7, Active Directory, Operating Systems, Linux, Team Leadership, Windows, Customer Service, Security, Network Administration, Networking, Windows Server, Disaster Recovery, Technical Support, Microsoft Office, Servers, Network Security, Computer Hardware, Software Documentation, Information Technology, WAN, Citrix, CCNA, Microsoft Exchange, XP, DNS, Firewalls, Testing, Databases
Education
New Technology Training Institute 2000 — 2001
Certification, CCNA (Cisco - Associate)
North American Computer Consultants 1998 — 1999
Certification, MCSE (NT 4.0)
Mount Sierra College 1995 — 1996
Certification, CNA (Novell 3.11 & 3.12)
Los Angeles Valley College 1983 — 1987
A.S., Computer Science Technology
Glendale College 1980 — 1983
A.A., Business Admin. / Real Estate
Mutual of Omaha Bank 2004 - Present
Wells Fargo Bank 1995 - 2004
Skills
Banking, Credit, Commercial Lending, Commercial Banking, Finance, Real Estate, Portfolio Management, Financial Analysis, Credit Analysis, Loans
Education
Loyola Marymount University 1991 — 1992
MBA, Finance
University of Denver - Daniels College of Business 1982 — 1986
BSBA, Hotel, Restaurant and Tourism Management
Wells Fargo Bank May 2008 - Present
Wells Fargo Bank April 2003 - May 2008
Wells Fargo Bank April 2000 - April 2003
Education
Loyola University Maryland 1994 — 1995
MBA, Finance
Wells Fargo Bank May 2005 - Present
Wells Fargo Bank, NA May 1997 - Present
Wells Fargo Bank January 1997 - Present
Wells Fargo Bank June 2000 - May 2005
Wells Fargo Bank June 1997 - June 2000
Electronic Data Systems January 1994 - January 1996
Western Corporate Federal Credit Union January 1992 - January 1994
Citi January 1986 - January 1994
Skills
Operations Management, Payment Systems, Banking, Risk Management, Commercial Banking, Retail Banking, Cross Selling, Relationship Management, Vendor Management, Executive Management, Financial Services, Business Analysis, Strategy, Leadership, Management
Education
Loyola Marymount University
JPMorgan Chase August 2012 - Present
Union Bank May 2009 - May 2011
De Lage Landen December 2000 - December 2008
STERLING PACIFIC LEASING, LLC March 1999 - December 2000
THE LANGVARDT GROUP, INC 1998 - 1999
NEW HORIZONS COMPUTER LEARNING CENTER January 1997 - August 1998
Wells Fargo Bank 1994 - 1997
Skills
Team Leadership, New Business Development, Sales Management, Product Marketing, Business Relationship..., Program Management, Profit & Loss Management, Financial Analysis, Strategic Planning, Public Speaking, Training & Development, Instructional Design, Employee Training, Retail Banking, Banking, Training, Strategic Partnerships, Credit, Negotiation, Commercial Lending, Sales, Management, Selling, Commercial Banking, Loans, Finance, Leadership, Business Development, Risk Management, Business Planning, Executive Management, Portfolio Management, Strategy, Financial Services, Cross-functional Team..., P&L Management, Team Building
Education
University of Redlands 1992 — 1995
Bachelor of Science, Business Administration Management
Los Angeles Mission College 1990 — 1992
Associate of Arts, Liberal Arts
Wells Fargo Bank October 2010 - Present
Wells Fargo Bank March 2007 - October 2010
Wells Fargo Bank January 2000 - March 2007
Wells Fargo Bank July 1995 - December 1999
Skills
Strategy, Banking, Finance, Loans, Credit, Commercial Banking, CRM, Portfolio Management, Mergers & Acquisitions
Education
Loyola Marymount University 1991 — 1993
MBA, Strategic Planning, Entrepreneurship
University of California, Los Angeles 1980 — 1984
BA History, business, Liberal Arts, History, Economics, Business
Wells Fargo March 2010 - Present
Wells Fargo Bank April 2008 - March 2010
Skills
Microsoft Office, Customer Service, Public Speaking, Team Building, Social Media Marketing, Outlook, Sales, Data Entry, Social Networking, Community Outreach, Public Relations, Teamwork, Negotiation, Microsoft Word, Event Planning, Financial Analysis, Event Management, Banking, Mortgage Lending, Real Estate, Mortgage Banking, Leadership, Marketing
Education
Loyola Marymount University
Bachelor of Arts
First Night Alexandria March 2015 - Present
Wells Fargo Bank July 1988 - Present
Budget and Fiscal Affairs Advisor Committee, City of Alexandria September 2012 - November 2014
Budget and Fiscal Affairs Advisory Committee, Alexandria VA November 2003 - September 2012
Wells Fargo Bank 2008 - 2011
Alexandria Chamber of Commerce January 2005 - December 2010
Wachovia Bank 2007 - 2009
Wachovia Bank 1988 - 2009
Skills
Portfolio Management, Banking, Credit Analysis, Loans, Credit, Commercial Lending, Commercial Banking, Small Business Lending, Financial Analysis, Risk Management, Underwriting, Mortgage Lending, Mortgage Banking, Consumer Lending, Relationship Management, Leadership, Finance, Treasury Management, Financial Services, Wealth Management, Retail Banking, Cross Selling, Commercial Mortgages, Lines Of Credit, Cash Management, Credit Risk, Series 7, Asset Based Lending, Investments, Securities
Education
Loyola University Maryland 1984 — 1988
BBA, Business Admin
20th Century Fox Federal Credit Union May 2007 - Present
Wells Fargo Bank June 2006 - May 2007
Bank of America March 2001 - June 2006
Skills
Credit, Loans, Banking, Cash Management, Finance, Process Improvement, Management, Risk Management, Financial Analysis, Customer Service, Sales, Leadership, Credit Analysis, Team Building, Investments, Advertising, Retail Banking, Mortgage Banking, Training
Education
Los Angeles Valley College 2002 — 2009
Business Admin.
Wells Fargo Bank January 2011 - Present
Wells Fargo 1997 - Present
Agency Services, Inc. 1993 - 1996
Education
Loyola University Maryland 1960 — 1962
B.S., Economics
Orleans / Jefferson Parish School System August 2009 - Present
Orleans / Jefferson Parish School System August 2009 - Present
Kelly Educational Services August 2009 - Present
Wells Fargo Bank May 2007 - June 2008
Skills
Team Building, Strategic Planning, Management, Process Improvement, Customer Service, Cross-functional Team..., Mortgage Lending, Program Management, Account Management, Logistics, Leadership, Sales Management, Sales, Coaching
Education
Louisiana State University 1969 — 1973
B.S., Business Administration
Wells Fargo Bank April 2010 - Present
Morgan Stanley Smith Barney 2009 - April 2010
Wachovia October 1990 - November 2009
Maryland National Bank 1983 - 1990
NationsBank, MNC Financial and Maryland National Bank 1983 - 1990
Salisbury State University January 1981 - March 1983
Veda Corporation 1980 - 1981
Skills
Credit, Wealth Management, Loans, Commercial Lending, Private Banking, Underwriting, Real Estate, Commercial Mortgages, Risk Management, Financial Analysis, Commercial Banking, Portfolio Management, Banking, Mortgage Lending, Finance, Credit Analysis, Management, Financial Services, Credit Risk
Education
Loyola University Maryland 1975 — 1979
Bachelor of Arts, Accounting
Cadence Bank, N.A. January 2012 - Present
Wells Fargo Bank August 2005 - December 2011
Wells Fargo Bank August 1998 - August 2005
Wells Fargo Bank April 1993 - May 1998
Skills
Banking, Business Development, Commercial Banking, Credit, Credit Analysis, Finance, Financial Services, Management, Treasury Management
Education
Louisiana Tech University
Bachelors of Science Degree, Accounting
MUFG Union Bank August 2008 - Present
Wells Fargo Bank March 2007 - July 2008
Skills
Fiduciary Compliance, Personal Trust, Fiduciary, Risk Management
Education
Loyola Law School, Los Angeles 2003 — 2006
JD, Law
University of California, San Diego 1998 — 2002
B.S., Biology
Heartland Payment Systems September 2013 - Present
Bank of America Merchant Services October 2010 - August 2013
Wells Fargo Bank September 2009 - October 2010
Wells Fargo Bank November 2007 - September 2009
Wells Fargo Bank January 2006 - November 2007
Wells Fargo Bank December 2004 - January 2006
Creative Advertising Solutions June 2002 - November 2004
Skills
Microsoft Office Suite, Salesforce.com, Strategic Selling, Cross-sector..., Staff Development, Sales Hiring, Microsoft Office, New Business Development, Cold Calling, Sales, Banking, Management, Team Building, Commercial Banking, Recruiting, Leadership, Marketing, Sales Management, Credit, Customer Service, Relationship Management, Business Development, Direct Sales, Credit Cards, Sales Process, Sales Operations, Loans, Customer Retention, Strategic Partnerships, B2B, Payments, Marketing Strategy, Finance, Strategic Planning, CRM, Financial Services, Cross Selling, Strategy, Advertising, Coaching, Negotiation, Pricing, Contract Negotiation, Entrepreneurship, Small Business, Time Management, Risk Management, Sales Presentations, Merchant Services, Team Leadership
Education
Loyola Marymount University 1998 — 2002
BA, Psychology
Xavier College Preparatory 1994 — 1998
High School Diploma, college preparatory curriculum
Wells Fargo Bank December 2010 - Present
Total Community Action 2012 - 2012
Carville Job Corp 2009 - 2010
Hibernia National Bank June 1997 - October 2001
Skills
Mortgage Lending, Sales, Retail Banking, Loans, Commercial Lending, Small Business Lending, Underwriting, Portfolio Management
Education
Louisiana Tech University 1986 — 1990
BS, Finance
Bonnabel High School
Wells Fargo Bank
Education
Loyola Law School, Los Angeles
Doctor of Law (J.D.)
University of California, Los Angeles
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Wells Fargo Advisors August 2010 - Present
Wells Fargo Bank December 2006 - August 2010
Syscom Inc September 2004 - December 2006
T Rowe Price March 1997 - September 2004
DST Systems September 1987 - March 1997
Skills
SDLC, Business Analysis, Vendor Management, Program Management, Process Improvement, Requirements Analysis, Requirements Gathering, Financial Services, Project Management, Business Intelligence, Business Process..., Software Project..., Strategic Planning, Visio, PMP, Project Portfolio..., Integration, PMO
Education
Loyola University Maryland 2000 — 2005
MBA, Information Systems Emphasis
Northwest Missouri State University 1983 — 1986
BS, Marketing and International Business
Self - Employed February 2014 - Present
URBAN FINANCIAL- Reverse Mortgages January 2013 - January 2014
GENWORTH FINANCIAL. (Reverse Mortgages) March 2012 - December 2012
MetLife (Reverse Mortgages) August 2010 - March 2012
Catholic Charities- New Oreans October 2009 - August 2010
Wells Fargo Bank 2008 - 2009
ICF -Road Home- Senior Team Lead - January 2007 - March 2008
Skills
Mortgage, Refinance, Home, Foreclosures, Reverse Mortgages, Mortgage Lending, Mortgage Banking, Investment Properties, Finance, Residential Mortgages, Real Estate, Loan Origination, VA loans, Loans, FHA, Strategic Financial..., Certified Mortgage..., Underwriting, Property, USDA, Banking, FHA financing, First Time Home Buyers, Real Estate Financing, Mortgage Underwriting, Referrals, Home Equity Loans, Real Estate Economics, Investors, Real Estate Transactions, Funding, Short Sales, Small Business Lending, Mortgage Marketing, Financial Services, Seniors, Investments, Commercial Lending, Credit, Commercial Mortgages, Construction Loans, REO, Consumer Lending, Brokerage, Portfolio Management, VA Loans, Securities, FHA Financing
Education
Tulane University 1975 — 1979
BA- History, History
LSU 1974 — 1975
History and Political Science
De La Salle High School 1969 — 1974
8th grade -- Senior
Los Angeles Newspaper Group August 2010 - Present
JP Morgan Chase August 2009 - July 2010
Wells Fargo Bank July 2007 - August 2009
Moneytree November 2003 - July 2007
Skills
Online Advertising, Advertising, Social Media, Marketing, Direct Mail, Sales Operations, Lead Generation, Advertising Sales, New Business Development, Email Marketing, Social Media Marketing, Digital Media, Mobile Marketing, Direct Marketing, Marketing Strategy, Online Marketing, Digital Marketing, Interactive Advertising, Customer Retention, Customer Service, SEM, SEO, Public Relations, Newspapers, Customer Acquisition, Marketing Communications, Media Planning, Leadership, Media Buying, Management, Sales, Print, Multimedia, Facebook, Account Management, Social Networking, Digital Strategy
Education
San Diego State University 2000 — 2003
Communication and Media Studies
Los Angeles Harbor College 1998 — 2000
Associate of Arts (A.A.)
San Pedro High School 1995 — 1998
Diploma
J P Morgan Chase October 2013 - May 2015
Gulf Coast Bank & Trust Company 2011 - October 2013
Wells Fargo Home Mortgage June 2005 - March 2012
Wells Fargo Bank June 2005 - June 2010
wells fargo 2005 - 2007
Hibernia National Bank 1996 - 1998
Hibernia National Bank 1996 - 1998
Hibernia National Bank 1996 - 1998
Skills
Mortgage Lending, Loans, Loan Origination, Credit, Banking, Small Business Lending, Commercial Lending, Credit Analysis, Underwriting, Call Centers, Mortgage Banking, Strategic Planning, Customer Service, SBA LOANS
Education
Louisiana State University 1982 — 1985
n/a, computer science, accounting
Wells Fargo October 2014 - Present
Wells Fargo Bank April 2011 - October 2014
Wells Fargo Home Mortgage April 2010 - April 2011
Wells Fargo Financial February 2009 - April 2010
Skills
Analysis, Credit, CRM, Portfolio Management, Banking, Risk Management, Financial Risk, Treasury Management, Commercial Banking, Financial Analysis, Loans, Relationship Management, Credit Analysis
Education
Louisiana State University 2004 — 2008
Finance, Finance/ Internal Audit
Wells Fargo Bank August 2011 - Present
Foreign Currency Exchange Corp. / Bank of Ireland July 2009 - July 2011
Banco do Brasil 2008 - 2009
citizens bank and trust 2002 - 2008
Continental Bank Chicago 1971 - 1997
Skills
Banking, Financial Analysis, Treasury Management, Business Analysis, Accounting, Risk Management, Finance, Financial Reporting
Education
Loyola University Chicago 1967 — 1971
BBA, Accounting
Independent Banking Consultant and Owner of Grace Industries June 2005 - Present
JP Morgan Chase October 2010 - December 2012
Kiran Analytics July 2010 - August 2010
Wells Fargo Bank June 2005 - March 2010
Cal First Bancorp June 2004 - June 2005
Lions 4 Learning January 2001 - January 2004
Fritz B. Burns Recreation Center January 2000 - January 2004
Skills
Customer Service, Management, Recruiting, Sales, Team Building, Training, Budgets, Credit, Negotiation
Education
Loyola Marymount University 2000 — 2004
Bachelor's degree, Sociology and Business
Loyola Marymount University
Bachelor of Arts, Sociology, Business
IBM January 2010 - Present
IBM May 2009 - Present
IBM May 2009 - Present
Boeing Corp December 2007 - October 2008
Kaiser Permanente October 2007 - November 2007
Western Union August 2007 - October 2007
Wells Fargo Bank February 2007 - June 2007
IBM, Inc August 2005 - August 2006
IBM, Inc March 2004 - April 2005
Wachovia corporate March 2003 - October 2003
Education
Loyola University Chicago 1991 — 1996
Master, Computer Science
Loyola University Chicago
Master of Science; Bachelor of Science, Computer Science; Electrical Engineering
Center
Inc
KPMG Corporate Finance Corporate Finance GroupArthur Andersen2000 - 2002
California Bank & Trust 1998 - 2000
Wells Fargo Bank January 1992 - December 1998
Education
University of Southern California - Marshall School of Business 1998 — 2001
MBA, Finance
Loyola Marymount University 1989 — 1993
BS, Finance
Wells Fargo Bank August 2005 - Present
Legg Mason February 1991 - August 2005
Alex. Brown & Sons August 1988 - December 1990
Skills
Series 7, Series 63
Education
Loyola University Maryland 1984 — 1988
Wells Fargo Bank December 2009 - Present
Wachovia, A Wells Fargo Company November 2008 - November 2009
Cavaretta's Italian Deli 2000 - 2008
Education
Los Angeles Pierce College
Business/Finance
Wells Fargo Bank 2004 - 2011
Bank of America Home Loans July 1990 - April 2004
Skills
Mortgage Lending
Education
Loyola Marymount University, College of Business Administration 1985 — 1987
MBA, Business
University of Massachusetts, Amherst 1974 — 1978
BS, Hotel, Restaurant Administration
Mission Valley Ford September 2008 - Present
CBC Companies December 2006 - June 2008
Wells Fargo Bank June 2004 - December 2006
Skills
Outside Sales, Project Management, Sales - Services
Education
Loyola Marymount University, College of Business Administration 1982 — 1986
MBA, Finance
Mom September 2003 - Present
ChartOne Inc December 2000 - September 2003
Vitas Innovative Hospice Care August 1997 - December 2000
Hospice Family Care June 1996 - August 1997
Rehabilitation Institute of Southern California December 1995 - June 1996
Wells Fargo Bank July 1991 - August 1992
Country Life Design October 1989 - May 1991
Burke Commercial Development September 1988 - October 1989
Education
Loyola Marymount University 1991 — 1995
Master of Arts, Art Therapy and Counseling
The School of the Art Institute of Chicago 1986 — 1988
Bachelor of Arts, Environmental and textile design
PMI Mortgage Insurance Co., in Rehabilitation April 2010 - Present
PMI Mortgage Insurance Co. November 2009 - April 2010
Wells Fargo Bank August 2009 - November 2009
Wells Fargo Bank June 2008 - August 2009
Wilmington Finance October 2004 - March 2008
Skills
Mortgage Banking, Mortgage Lending, Loss Mitigation, Credit, Customer Service, Loan Servicing, Loans
Education
Los Medanos College 2001 — 2004
Associates Degree, Liberal Arts
Wells Fargo Bank 1995 - Present
First Interstate Bank 1993 - 1995
Great Western Bank 1993 - 1993
Litton Federal CU & Mitsui Manufacturers Bank 1992 - 1993
Bank of America 1982 - 1992
Education
Loyola Marymount University
Masters, Business Administration
Loyola Marymount University
Bachelor of Science, Psychology
Wells Fargo Bank September 2010 - Present
Skills
Customer Service, Sales Management, Team Leadership, Common Sense, People Skills, Sales, Banking, Credit, Loans, Retail Banking, Microsoft Word, Microsoft Office
Education
Los Angeles Valley College 2008 — 2010
Associate's degree, General Studies
Chase Bank July 2013 - Present
Wells Fargo Bank February 2007 - July 2013
Bath & Body Works January 2001 - February 2007
IBM Tivoli Software May 2000 - January 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Lotus Notes
Education
Louisiana State University 1993 — 1997
Bachelor of Science (BS), Operations Management and Supervision
Maryland Master Gardeners, University of Maryland Extension 2007 - Present
Fila USA 2006 - 2013
Wells Fargo Bank 2005 - 2006
Coca-Cola Refreshments 2003 - 2005
Coca-Cola Refreshments 2003 - 2003
Coca-Cola Refreshments 2000 - 2002
Advantage Sales and Marketing 1996 - 2000
Skills
Auditing, Cross-functional Team..., Process Improvement, Forecasting, Budgets, Management, Access, Sales, Finance
Education
Loyola University Maryland
Bachelor of Science (B.S.), Mathematics
The Community College of Baltimore County
Computer Science/Accounting
Wells Fargo Bank February 2004 - Present
Wells Fargo Bank 1998 - 2012
Wells Fargo Bank 1999 - December 2004
Education
Los Medanos College 1998 — 2004
Associate's degree, Computer Science