Wells Fargo Bank
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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17,543 Wells Fargo Bank employees in database. Find out everything there's to know about Wells Fargo Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Bank Employees
Wells Fargo Bank March 2011 - Present
Wells Fargo November 2006 - March 2011
Wells Fargo June 2006 - September 2006
St. John's University 2004 - 2006
Skills
Finance, Financial Analysis, Customer Service, Microsoft Excel, Microsoft Office, Sales, Marketing, Public Speaking, Financial Reporting, Financial Modeling, Process Improvement, Analysis
Education
Saint John's University 2002 — 2006
Bachelor of Arts in Communications, Business/Corporate Communications
St. John's University 2002 — 2006
Bachelor's degree, Communications, English - Writing (minor)
Bank of the West December 2012 - Present
Wells Fargo December 2011 - December 2012
Wells Fargo Bank July 2007 - January 2011
Alameda County Auction January 2004 - January 2008
Wells Fargo Bank July 2005 - April 2007
Skills
fluent in arabic, Microsoft Office, Retail Banking, Internal Communications, Planning & Organizing..., Banking, Finance, Financial Services, Small Business, Time Management, Training, Small Business Lending, Loans, Microsoft Word, Microsoft Excel
Education
Saint Mary's College of California 2009 — 2011
M.B.A.
Saint Mary's College of California 2005 — 2009
Business Administration, Finance and Economics
Cisco Systems August 2014 - Present
Yammer, Inc. January 2013 - July 2014
Cisco Systems September 2012 - December 2012
Bodhtree October 2011 - September 2012
Cisco Systems July 2009 - September 2011
Cisco April 2006 - June 2009
Cisco Systems August 2004 - March 2006
Cisco Systems May 2001 - July 2004
Cisco Systems April 2000 - April 2001
Wells Fargo Bank April 1999 - April 2000
Skills
Salesforce.com, SaaS, Cloud Computing, Virtual Teams, Business Intelligence, Business Transformation, Program Management, Process Improvement, Strategy Development, Customer Relations, E-commerce, Change Management, People Management, Sales Enablement, CRM software, Go-to-market Strategy, Business Process, Sales Operations, Pre-sales, Solution Selling, Managed Services, Management, CRM, Vendor Management, Project Management, Strategy, IT Strategy, Cross-functional Team..., Professional Services, Enterprise Software, Integration, Start-ups, Consulting, Leadership
Education
University of California, Berkeley
BA
Saint Mary's College of California
MBA
Wells Fargo May 2013 - Present
Wells Fargo June 2012 - Present
Wells Fargo November 2012 - May 2013
Wells Fargo Bank September 1998 - November 2012
Skills
Unix, Databases, HP-UX, Teradata, Enterprise Architecture, Shell Scripting, Netbackup, Red Hat Linux, Disaster Recovery, NDM, Sendmail, Unix Shell Scripting, Data Warehousing, LDAP, HP, Software Documentation, Postfix, BTEQ, Veritas Volume Manager, SMTP, Unix Administration, Viewpoint, Operating Systems, Assembleur, Suse, Solaris, Suse Linux, ShadowImage, TASM, Teradata Data Mover, Teradata Unity, Teradata EcoSystem...
Education
St. John's University 1994 — 1998
Management
Siteimprove March 2015 - Present
Siteimprove November 2013 - March 2015
Ascend Learning June 2013 - November 2013
Ascend Learning June 2010 - June 2013
Aerotek Professional Services December 2009 - June 2010
CFS Baker Tilly January 2008 - November 2008
Wells Fargo Bank July 2006 - January 2008
Beijing Haidian Foreign Language Experimental School August 2004 - July 2005
Skyhawks Sports Academy 2003 - 2004
Skills
Training, Account Management, Coaching, Microsoft Excel, SnagIt, Microsoft Powerpoint, Outlook, YouCanBook.me, Wistia, Jing, Trello, Slack, Skype, Public Speaking, JoinMe, GoToMeeting, WebEx, Microsoft CRM, Confluence, FogBugz, Creative Problem Solving, Sales, Marketing Strategy, Recruiting, Interviews
Education
Saint John's University 2000 — 2004
BA, Business Management
Edina High School
Oakley August 2013 - Present
Oakley April 2011 - August 2013
Wells Fargo Bank February 2010 - April 2011
EZ Lube, LLC June 2009 - February 2010
Starbucks June 2008 - June 2009
Skills
Creative Problem Solving, Analysis, Investigation, Intellectual Property..., Anti-counterfeiting, Social Media, Customer Service, Customer Satisfaction, Time Management, Teamwork, Customer Experience, Social Networking, Customer Retention, Team Leadership, Social Media Marketing, Sales, Facebook, Team Building, Microsoft Excel, Microsoft Word, Microsoft Office, Leadership, Management
Education
Saddleback College 2009 — 2015
Smith Micro Software, Inc. November 2012 - Present
Orange County Group Realty March 2008 - November 2012
Rancho Niguel Chiropractic November 2005 - August 2010
Billing January 2005 - January 2010
Wells Fargo Bank January 2007 - January 2008
American Eagle Outfitters January 2003 - January 2005
Skills
Organization, Multi Tasking, Data Entry, Production Schedules, Invoicing, Customer Service, Access, Management, Sales, Microsoft Excel, PowerPoint, Process Scheduler, Administrative..., Office Management, Office Administration, Telephone Skills
Education
Saddleback College 2005 — 2009
GENERAL STUDIES
TESORO HIGH SCHOOL 2001 — 2004
GED
Capistrano Valley High School
Saddleback Community College
Tesoro High School
Ally Financial Inc. August 2015 - Present
Navigator Lending Solutions, Inc. August 2014 - August 2015
Recovco LLC April 2014 - October 2014
Quatrro Global Services, Pvt Ltd. August 2007 - April 2014
GNS Financial Services March 1996 - August 2007
Charles Schwab April 1994 - March 2000
Franklin Templeton Investments October 1985 - October 1995
Wells Fargo Bank May 1982 - September 1985
Skills
Team Building, Vendor Management, Telecommunications, Business Development, Management, Contract Negotiation, Program Management, Budgets, Data Center, E-commerce, Executive Management, Human Resources, Leadership, Negotiation, Operations Management, Outsourcing, Banking, Finance, Strategy, Risk Management, Credit, Mortgage Banking, Financial Services
Education
University of California, Berkeley 1981 — 1985
BS, Applied Mathematics & Computer Science
St. Mary's College of California 1993 — 1994
MBA, International Business
Burns and Wilcox July 2014 - May 2015
New York Life Insurance Company December 2013 - July 2014
TriNet October 2013 - November 2013
Clear Capital November 2006 - September 2013
Wells Fargo Bank November 2004 - March 2006
Skills
Appraisals, Valuation, Mortgage Lending, Cyber Liability, Tech E&O, Equities, Loans, Insurance, Accounting, Microsoft Excel, Risk Management, Financial Modeling, Commercial Insurance, Portfolio Management, Due Diligence, Finance, Investment Banking, Underwriting, Real Estate Economics, Leadership, Sales, Investments, Asset Management, Capital Markets, Management
Education
Saint Mary's College of California 1999 — 2003
BA, History/English
Ayana Retail August 2013 - Present
Saint Mary's College of California East Bay Alumni Chapter February 2012 - Present
Main Street Property Services, Inc. February 2010 - August 2013
Arcadian Health Plan August 2009 - October 2009
Wells Fargo Bank June 2008 - August 2008
United Mortgage and Realty January 2007 - August 2007
Wells Fargo Bank February 2005 - May 2006
The Athlete's Foot July 2003 - March 2005
Skills
Merchandising, Consulting, Redevelopment, Real Estate, Retail, Real Estate Development, Negotiation, Business Development, Investments, Budgets, Sales, Strategic Planning, Contract Negotiation, Marketing, Market Research, Management, Social Media Marketing, Start-ups, Trade Shows
Education
Saint Mary's College of California 2007 — 2009
B.S, Business Administration
St. Mary's College of California 2007 — 2009
bs, Business/Commerce, General
Wells Fargo Bank August 2007 - Present
The Rock-It Rider December 2013 - Present
Novartis Vaccines & Diagnostics, Inc. April 2006 - August 2007
Chiron Corporation April 2001 - April 2006
Luminant Worldwide September 2000 - February 2001
OneMediaPlace January 2000 - August 2000
Littler Mendelson, PC November 1998 - January 2000
Miller Freeman, Inc. April 1990 - June 1998
Skills
Facilities Management, Budgets, Project Management, Program Management, Contract Negotiation, Procurement, Customer Service, Strategic Planning, Team Building, Vendor Management, Lease Administration, Team Leadership, Process Improvement, Retail, Change Management, Property Management, Construction Management, Forecasting, Cross-functional Team..., Administration, Corporate Real Estate, Microsoft Office, Capital Budgeting, Social Media, Event Planning, Project Coordination, Commercial Real Estate, Office Management, Nonprofits, Outsourcing Management, Video Conferencing, Move Management, Start-ups, Event Management, Furniture, Telecommunications..., Physical Security, Sports Nutrition, Fitness Training, Outsourcing, Security, Supervisory Skills, Office Relocation, Furniture Specification, Business Process..., Troubleshooting
Education
Saint Mary's College of California 1985 — 1990
BA, English Literature
University of Oxford 1988 — 1989
Renaissance Literature & History
Alameda High School 1981 — 1985
Wells Fargo Bank July 2000 - Present
Keane Consulting June 1997 - June 2000
Skills
DB2, Databases, Data Modeling, SQL Tuning, Database Design, SQL, Database Administration, Performance Tuning, Data Warehousing, ETL, COBOL, Team Leadership, Project Management
Education
St. John's University 1993 — 1997
Bachelor of Arts (BA), Economics
Advocate Health Care March 2013 - Present
Bon Secours Health System June 2011 - March 2013
Wheaton Franciscan Healthcare January 2007 - June 2011
The Advisory Board Company January 2006 - January 2007
Cardinal Health 1996 - 2006
Wells Fargo Bank 1992 - 1996
Skills
Hospital Operations, Revenue Cycle, Healthcare Consulting, Healthcare Industry, Acute Care, Ambulatory, Healthcare Management, Performance Improvement, Care Management, Healthcare, Clinics, Hospitals, Operational Efficiency, Managed Care, Physician Relations, Healthcare Information..., Process Improvement, EHR, Physicians, Quality Improvement, HIPAA, Epic Systems, Medicaid, Practice Management, Informatics, Revenue Cycle Management, Patient Safety, EMR, Nursing, CPOE, Medicare, Medicine, Inpatient, Home Care, Critical Care, Orthopedic, Clinical Research
Education
Xavier University 2003 — 2005
MBA, Business
St. John's University 1988 — 1992
BA, International Management
Oracle October 2014 - Present
Wells Fargo Bank October 2012 - September 2014
Wells Fargo September 2011 - October 2012
Wells Fargo April 2004 - September 2011
Autonomy December 2001 - November 2004
Charles Schwab April 1997 - October 2001
Xpert Consulting Services June 1994 - August 1997
Gap Inc. May 1991 - June 1994
AT&T June 1984 - October 1991
Skills
Customer Experience, Customer Service, Integration, Vendor Management, Program Management, Cloud Computing, Mobile Technology, Telecommunications, SaaS, Enterprise Software, Call Centers, Business Analysis, CRM, Mobile Devices, Analytics, VoIP, Project Management, Call Center, Telephony, Budgets, Innovation, Mobile Payments, CRM software, Reporting & Analysis, Data Network, Relationship Management, Telecom Expense..., Budget Oversight
Education
Saint Mary's College of California 1982 — 1986
ba
de la salle high school 1977 — 1981
Potter's Walk Townhome Association 2009 - Present
Castleton Commodities International April 2015 - Present
Terra Firma Ventures November 2011 - February 2015
JPMorgan January 2010 - July 2011
Wells Fargo Bank August 2001 - March 2009
Wells Fargo Bank August 2000 - August 2001
Wells Fargo Bank August 1992 - July 2000
Education
St. Mary's College of California
BA, Management
University of Houston
Fashion Merchandising - Marketing
G2 Web Services January 2015 - Present
Sage, Payments Division June 2011 - December 2014
Intuit December 2006 - May 2011
CrossCheck, Inc. December 2003 - December 2006
Wells Fargo Bank October 1999 - December 2003
Skills
Sales Management, Sales, E-payments, Payment Card Processing, Relationship Management, Account Management, Merchant Services, Direct Sales, Strategic Partnerships, Cross-functional Team..., Channel Partners, Training, Strategy, Business Development, SaaS, Marketing, Management, Business Strategy, Leadership, Product Management, Credit Cards, Strategic Planning, Executive Management, CRM, Salesforce.com
Education
St. Mary's College of California 2010 — 2011
MBA, Business Management
University of California, San Diego 1998 — 2002
Bachelor's Degree, Communications, 3.7
Wells Fargo January 2015 - Present
Wells Fargo Bank January 2010 - January 2015
Wachovia Bank January 2005 - January 2010
Skills
Mortgage Lending, Refinance, FHA, Government Loans, VA loans, Residential Mortgages, Loan Origination, Consumer Lending, Mortgage Banking, FHA financing, Loans, Construction Loans, Reverse Mortgages
Education
Sacred Heart University 1988 — 1998
Master of Business Administration (MBA), Business Administration and Management, General
Wells Fargo January 2013 - Present
Wells Fargo Advisors September 2011 - Present
Wells Fargo Bank June 2011 - December 2012
Wells Fargo March 2010 - June 2011
Skills
FINRA, Insurance, Series 63, Portfolio Management, Series 7, Loans, Wealth Management, Banking, Series 6, Relationship Management, Investments, Private Banking, Credit, Financial Services, Consumer Lending, Credit Analysis, Cross Selling, Small Business Lending, Retail Banking, Mortgage Lending, Loan Origination, Wealth Management..., Finance
Education
Saint Mary's College of California
US Bank March 2008 - Present
ABC Companies July 2007 - February 2008
Wells Fargo Bank September 2003 - July 2007
Ernst & Young January 1998 - September 2003
Skills
Credit Analysis, Commercial Banking, Financial Analysis, Commercial Lending, Financial Modeling, Loans, Treasury Management, Auditing, Negotiation, Financial Reporting, Cash Management, Loan Structuring, Collaborative Problem..., Acquisition Analysis, Credit, Banking, Risk Management, Credit Por, Loan Documentation, Employee Management, Mergers & Acquisitions, Management, Finance, Corporate Finance, Accounting
Education
University of Minnesota - Carlson School of Management 2004 — 2009
MBA, Finance & Strategy
Saint John's University 1994 — 1998
B.A., Accounting
The Walt Disney Company April 2014 - Present
Lucas Group October 2012 - March 2014
Kimco Staffing June 2009 - September 2012
Bank of America 2007 - 2008
Wells Fargo Bank 2004 - 2007
Skills
Recruiting, Sourcing, Executive Search, Talent Acquisition, Interviews, Training, Strategy, Applicant Tracking..., Onboarding, Leadership, College Recruiting, Internet Recruiting, Finance, Building Relationships, New Business Development, Human Resources, Financial Analysis, Talent Management, Consulting, Social Networking
Education
Northgate High School
Saint Mary's College of California
Bellwether Capital Management LLC February 2012 - Present
Wells Fargo Advisors June 2009 - February 2012
Merrill Lynch June 2008 - June 2009
Wells Fargo Bank June 2006 - June 2008
Education
Saint Mary's College of California
Business
Loan Depot September 2011 - Present
Wells Fargo Bank March 2011 - September 2011
Chase January 2010 - May 2011
HomeSecure Mortgage Lending August 2009 - December 2009
Home Secure Mortgage July 2009 - December 2009
Doctor Finance February 2001 - August 2009
Doctor Finance February 2001 - July 2009
Builders Financial Services Corporation December 1998 - July 2009
B.F.S. Corporation December 1998 - November 2008
Precision Financial April 1998 - December 1998
Skills
NMLS Licensed in CA,..., Banking, CO, Commercial Banking, Construction Loans, Credit, Credit Analysis, FHA, Finance, Investors, Issue Identification, Leadership, Loan Origination, Loans, Management, Mortgage Lending, NMLS Licensed, OH, Refinance, Sales, Selling, Underwriting, VA loans
Education
Saddleback College 1995 — 1997
Business and Psychology
Dana Hills High School 1990 — 1994
High School Diploma
New Horizon Computer School
Saddleback Community College
Business, Psychology, Sociology
DogTelligent January 2015 - Present
Think Tank Enterprises, LLC January 2012 - Present
Cooper's Causes January 2013 - Present
Zamor Inc August 2004 - December 2011
DeFrank Community Center December 2003 - January 2005
Wells Fargo Bank March 2001 - May 2002
The Point Foundation January 2001 - December 2001
Skills
Strategic Planning, Business Development, Leadership Development, Sales, Management, Strategy, Finance, Operations Management, Fundraising, Non-profits, Public Speaking, Marketing, Business Strategy, Leadership, Start-ups, Marketing Strategy, Entrepreneurship, New Business Development, Social Networking, Training, Nonprofits, Competitive Analysis, E-commerce, Social Media Marketing, Analysis, Budgets, Team Building, Program Management, User Experience, SEO, Analytics, Online Marketing, Public Relations, Strategic Partnerships, Advertising, Online Advertising, Retail, Small Business, Negotiation, Product Development, Social Media, Coaching, Recruiting, Sales Management, Creative Direction, Brand Development, Event Planning, Market Research, Email Marketing, Lead Generation
Education
San Francisco State University 2002 — 2003
M.A., Human Development
St. John's University 1997 — 2000
B.A., Psychology
Hutchinson Senior Highschool 1994 — 1997
High School Diploma
California Dental Arts March 2013 - Present
Bank of the West September 2010 - January 2012
Loomis US April 2004 - January 2010
Valley Yellow Pages 2002 - 2003
Wells Fargo Bank 2001 - 2002
Oracle Instantis 2000 - 2001
WebEx Communications 2000 - 2001
Autoweb.com (Acquired by Autobytel) 1999 - 2000
Skills
CRM, Account Management, Sales Operations, Strategic Partnerships, New Business Development, Budgets, Sales Management, Business Development, Sales, Contract Negotiation, Selling, Process Improvement, Negotiation, Cold Calling, Business Planning, Customer Satisfaction, Customer Service, Management, Salesforce.com, Sales Process, Training, Team Building, Direct Sales, Coaching, Team Leadership, Public Speaking, Banking, Project Management, SaaS, Product Development, B2B, Program Management, Forecasting, Business Acquisition, Project Planning, Start-ups, Small Business, Strategy, Presentation Development, Mentoring, Leadership, Solution Selling, Sales Presentations, Customer Relations, Contract Negotiations, New Business Acquisition, Workflow Design, Consultative Selling, Email Marketing, Marketing
Education
St. Mary's College of California 2001 — 2003
BA Management, Project Management, Marketing, Communications
West Valley College
AA Liberal Arts, AA Speech Communications, Business, Sales & Marketing
American Red Cross January 2014 - Present
EMSI Electrostim Medical Supplies Incorporated November 2012 - September 2013
Wells Fargo Bank June 2011 - November 2012
Eli Lilly and Company October 1998 - May 2005
Tiffany & Co. November 1995 - October 1998
Eastman Kodak Health Science Division September 1991 - February 1995
Skills
Budgets, Orthopedic, Selling, Pain Management, Sales Management, Sales, Customer Service, Sales Process, Pharmaceutical Sales, Team Building, New Business Development, Marketing Strategy, B2B
Education
St. Bonaventure University
BA Business, Management, Marketing
Airbnb March 2014 - Present
ACAMS April 2012 - December 2014
Union Bank June 2006 - March 2014
Wells Fargo Bank September 2003 - June 2006
U.S. Department of State April 2003 - September 2003
Shogun Japanese Restaurant May 2001 - July 2002
Skills
BSA/AML Expert, Certified SCUBA Diver, Management, AML, Compliance, Risk Management, OFAC, KYC, Financial Risk, Data Analysis, Risk Assessment, Banking, Operational Risk..., Investigation, Operational Risk, Scuba Diving, Forecasting, Cross-functional Team..., Bank Secrecy Act, Fraud, Due Diligence, Training, Enterprise Risk..., Private Banking, Retail Banking
Education
St. Mary's College of California 2011 — 2012
Master of Business Administration (M.B.A.), Trans-Global Executive Masters of Business Adminstration
University of California, Santa Cruz 1998 — 2002
Bachelor of Science (B.S.), Management Information Systems, General
Wells Fargo July 2012 - Present
Wells Fargo Bank March 2011 - September 2012
Wells Fargo BPS 2008 - 2011
Wells Fargo Home Mortgage September 2005 - 2008
Wells Fargo 2000 - 2005
Skills
SQL Server, SSRS, SSIS, ETL, Data Warehousing, SQL, Databases, Oracle, SharePoint, VBA, Business Intelligence, Business Objects, VB.NET, Crystal Reports, T-SQL, TFS, Business Analysis, C#, Microsoft SQL Server, Analysis, Access, Teradata, Visio, Analysis Services, Visual Studio
Education
University of Phoenix 2005 — 2007
MSCIS, Computer Information Systems
St. John's University 1990 — 1994
BA, Psychology
MTN West March 2015 - Present
Wells Fargo Bank May 2013 - January 2015
East Sacramento Insurance Agency March 2010 - October 2012
Mix Property January 2000 - February 2010
Skills
Real Estate Transactions, Lease Options, Mortgage Industry, Property Management, Property, Mortgage Lending, Loans, Credit, Investments, Foreclosures, Investors, Small Business, Mergers & Acquisitions, Investment Properties, Commercial Lending, Residential Mortgages, Finance, Real Estate Financing, Real Estate Economics, Residential Homes, Commercial Real Estate, Selling, Referrals, Sales, Aquisition, Real Estate
Education
Saint Mary's College of California 1988 — 1990
BS, Finance
St. Mary's College of California 1988 — 1990
Bachelor's degree, Finace and Banking
University of California, Santa Barbara 1986 — 1988
Bellarmine College Preparatory 1983 — 1986
Wells Fargo January 2015 - Present
Wells Fargo Bank 2010 - Present
Wachovia Bank November 1981 - May 2010
Wachovia/First Union 1981 - 2009
Archdiocese of Philadelphia September 1972 - June 1981
Skills
Life Insurance, Small Business Lending, Series 7, Consumer Lending, Series 63, Loans, Investments, Retirement Planning, Small Business, Mortgage Lending, Retirement, Commercial Lending, Banking, Wealth Management, Credit, Finance, Sales, Loan Origination, Residential Mortgages
Education
Saint Joseph's University
Wells Fargo Bank July 2009 - Present
Bank of America February 2003 - July 2009
Bank of America September 1999 - February 2003
Mellon Bank June 1997 - September 1999
Citibank August 1995 - June 1997
Bank of America July 1990 - August 1995
Skills
Banking, Loans, Financial Analysis, Financial Modeling, Credit, Risk Management, Underwriting, Relationship Management, Business Development, Real Estate, Commercial Banking, Portfolio Management, Mergers & Acquisitions, Financial Structuring, Commercial Lending, Strategy
Education
St. Mary's College of California 1986 — 1990
Jesuit High School 1982 — 1986
Spin Master Ltd. November 2008 - Present
Spin Master November 2008 - Present
Studios November 2008 - November 2011
Wells Fargo Bank April 2007 - November 2008
Vivendi Games August 2005 - April 2007
Capgemini January 1999 - February 2005
Skills
Event Planning, Administrative..., Management, Human Resources, Product Development, Time Management
Education
Saint Mary's College of California 1987 — 1989
BA, Communications
Saint Mary’s College of California
Bachelor of Arts, Communications
DevicePharm, Inc. June 2013 - April 2014
Rosary High School August 2011 - June 2013
LehmanMillet January 2011 - July 2011
WCG October 2008 - February 2011
Ozone Advertising September 2007 - October 2008
Monster Cable, Inc. December 2006 - September 2007
Wells Fargo Bank June 2005 - December 2006
Skills
Marketing Communications, Social Media, Advertising, Media Relations, Social Media Marketing, Integrated Marketing, Leadership, Corporate Communications, Account Management, Public Relations, Social Networking, Marketing, Digital Marketing, Event Planning, Marketing Strategy, Copywriting, Brand Development
Education
St. Mary's College of California 2001 — 2005
BA, English Literature
Capital One October 2011 - Present
RRHA 2009 - 2011
Wells Fargo Bank 1995 - 2008
Skills
Relationship Management, Vendor Management, Process Improvement, Project Management, Contact Management, Business Analysis, Change Management, Visio, Program Management, Financial Analysis, Strategic Planning, Business Development, Business Process..., Business Strategy, Management, Strategy
Education
Saint Joseph's University
Business Master Degree - initial efforts
Univrsity of Montevallo
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Monarch Services (formerly Women's Crisis Support-Defensa de Mujeres) December 2013 - Present
Santa Cruz Chamber of Commerce January 2010 - Present
Rotary Club of San Jose June 2004 - Present
M3iworks October 1981 - Present
ALF Silicon Valley 2004 - Present
Leadership Santa Cruz County September 2013 - June 2014
YWCA Silicon Valley January 2003 - September 2013
San Jose Silicon Valley Chamber of Commerce January 2004 - August 2012
NAWBO Silicon Valley 2009 - 2010
Wells Fargo Bank 2009 - 2010
Skills
Non-profits, Fundraising, Social Media, Community Outreach, Public Speaking, Strategic Planning, Social Media Marketing, Public Relations, Event Planning, Community Building, Program Management, Program Development, Leadership Development, Email Marketing, Team Building, Project Management, Entrepreneurship, Website Development, Organizational..., Volunteer Management, Business Development, Nonprofits, Community Development, Start-ups, Training, Blogging, Grant Writing, Social Networking, Leadership, Grants, Media Relations, Strategy, Strategic Partnerships, Marketing, Public Policy
Education
Saint Mary's College of California 2014 — 2016
Master's Degree
San Jose State University
UCLA MDE Anderson School of Business program
U.S. Bank June 2012 - Present
Wells Fargo Bank April 2008 - June 2012
BankCherokee May 2005 - April 2008
Wells Fargo 2002 - 2005
Education
University of St. Thomas 2000 — 2003
BS, Economics
Saint John's University 1999 — 2000
Guidewire Software September 2015 - Present
Guidewire Software August 2014 - Present
Guidewire Software November 2012 - August 2014
Oracle October 2011 - November 2012
Oracle May 2010 - October 2011
Condre Storage, Inc August 2008 - May 2010
Xiotech February 2008 - August 2008
Wells Fargo Bank December 2005 - November 2007
Skills
Executive Communications, Consultative Selling, Strategic Consulting, Project Implementation, Value Selling, Corporate Communications, Direct Marketing, Market Planning, Quotas, Key Performance..., Software Project..., Proposal Writing, Customer Service, Customer Experience, Customer Relations, Partner Management, Partner Marketing, Selling, SaaS, CRM, Affiliate Marketing, E-commerce, Enterprise Software, Leadership, Sales Operations, Strategy, Direct Sales, Cloud Computing, Marketing, Sales, Integration, Cold Calling, Go-to-market Strategy, New Business Development, Pre-sales, Management, Communication Training
Education
University of St. Thomas 2009 — 2013
Master of Business Administration (M.B.A.), Management and Entrepreneurship
University of Minnesota - Carlson School of Management 2002 — 2005
BIS, Marketing, Public Relations, Music
St. John's University 2000 — 2002
Transferred
Orono 1996 — 2000
Wells Fargo Bank January 1995 - Present
Wells Fargo 1995 - April 2010
Skills
Credit Analysis, Credit Risk, Lines Of Credit, Commercial Lending, Cash Flow Lending, Real Estate Lending, Financial Analysis, Treasury Management, Underwriting, Strategic Planning, Commercial Banking, Loans, Banking, Credit, Portfolio Management, Finance, Management, Risk Management, Investments, Small Business Lending
Education
Saint Mary's College of California 2007 — 2009
MBA, Business Administration
University of California, Berkeley, Haas School of Business 1990 — 1994
B.S., Business Administration
Wells Fargo January 2008 - Present
Wells Fargo Bank 2006 - January 2008
Wells Fargo Technology & Commercial Banking 2004 - January 2006
KPMG 2003 - 2004
Skills
Banking, Commercial Banking, Credit, Credit Analysis, Loans, Commercial Lending, Financial Analysis, Relationship Management, Portfolio Management, Customer Service, Process Improvement, Credit Risk, Financial Services, Business Analysis, Treasury Management, Customer Satisfaction, Microsoft Excel, Outlook, Microsoft Office
Education
St. Mary's College of California 2012 — 2014
Master of Business Administration (MBA)
Santa Clara University 1999 — 2003
Bachelor of Science (B.S.), Accounting
Wells Fargo July 2009 - Present
Wells Fargo January 1991 - Present
Wells Fargo Bank 1991 - Present
Wells Fargo August 1993 - January 2001
Skills
Business Requirements, SDLC, Financial Services, Banking, Process Improvement
Education
University of Phoenix 2009 — 2013
MS/AJS, Criminal Justice/Law Enforcement Administration
Saint Mary's College of California 2000 — 2005
BA, Law
Bound Tree Medical January 2013 - Present
Good Will Fire Company WCFD, Engine 52, West Chester PA July 2010 - Present
Goshen Fire Company, Fire, Rescue, EMS, #54/56, West Chester PA August 2004 - Present
Wells Fargo Bank March 2009 - January 2013
Wells Fargo Bank March 2009 - December 2011
ADP (Automatic data Processing) September 2006 - October 2008
Investor Force March 2002 - September 2006
ING 1999 - May 2002
Penn Mutual 1998 - 1999
Skills
Non-profits, Emergency Services, Customer Relations, Insurance, Customer Service, Consultative Selling, Banking, Investments, Sales Management, Team Building, Mentoring, Negotiation, Coaching, Strategic Planning, Risk Management, New Business Development, Problem Solving, Public Speaking, Team Leadership, Selling, Sales Operations, Account Management, Networking, HRIS, International Sales, Outsourcing, Small Business, Leadership, Loans, Portfolio Management, Sales Process, CRM, Management, Business Planning, Time Management, Entrepreneurship, Finance, SaaS, Cold Calling, Customer Satisfaction, Project Management, Strategy, Direct Sales, Project Planning, Salesforce.com, Retail, Mergers & Acquisitions, Process Improvement, Customer Retention, Access
Education
Saint Joseph's University 1993 — 1998
B.S., Criminal Justice
Salesianum 1989 — 1993
Diploma, General Studies
Cetera Financial Group August 2012 - Present
Wells Fargo Bank July 2008 - July 2012
Wells Fargo Advisors October 2007 - July 2012
Wells Fargo Bank January 2006 - July 2008
Skills
Finance, Insurance, Financial Services, Investments, Securities, Series 7, Financial Advisory, Financial Analysis, Financial Planning, Series 63, Customer Service, Loans, Mutual Funds, Mortgage Lending, Sales, Wealth Management, Retirement Planning, Credit
Education
St. John's University 2001 — 2005
Bachelor, Management
ADP March 2008 - Present
Wells Fargo Bank May 2005 - November 2007
Wisteria LLC April 2001 - February 2005
Skills
CPP, FPC, PayTrain, ADP Payroll, Payroll, Multi-state Payroll...
Education
Saddleback College 2002 — 2004
General Studies
Laguna Hills High School 1998 — 2002
Diploma, General Studies
A-One Construction & Roofing January 2015 - Present
Sperry Commercial December 2012 - January 2015
Wells Fargo Bank September 2010 - September 2011
The Catch of Anaheim January 2010 - June 2011
Yum! Brands April 2008 - October 2009
I-Flow Corporation September 2007 - December 2008
Skills
Client Relations, Marketing, Property Management, Sales, Project Management, Construction Management, Tenant Improvement, Trade Shows, Social Media Marketing, Training, Advertising, Event Planning
Education
Saddleback College 2005 — 2008
Associates, General Education
Hamilton Southeastern High School 1998 — 2002
Wells Fargo December 2011 - Present
Wells Fargo Bank November 2010 - December 2011
Wachovia Bank January 2007 - November 2010
Lord and Taylor December 2005 - December 2009
Skills
Banking, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Credit Risk, Customer Service, Financial Accounting, Financial Analysis, Financial Reporting, Loans, Personal Financial..., Retail Banking, Risk Compliance, Risk Management, Underwriting, Access, Business Analysis, Data Analysis, Microsoft Office, Microsoft Excel, Minitab, Research, Statistics, VBA Excel, Public Speaking, VBA, Mortgage Lending, Portfolio Management, Communication Skills, Management, Training, Accounting, Sales, Finance, Financial Modeling, Financial Services, Analysis, Cash Management, Process Improvement, Insurance, Forecasting, Investments, Leadership, Auditing, Strategic Financial..., Corporate Finance, Valuation, Asset Management, Bloomberg
Education
Saint Joseph's University 2011 — 2013
Master of Science, Business Intelligence
Saint Joseph's University 2007 — 2010
Bachelor of Science, Business Administration; Accounting, Business Intelligence and Finance concentrations
Wells Fargo Bank 2000 - Present
Bank of America July 1993 - October 2000
City National Bank January 1984 - 1993
Skills
Product Development, Financial Services, Product Management, Portfolio Management, CRM, Management, Banking, Credit, Strategy, Direct Marketing, Segmentation, Relationship Management, Marketing Strategy, Strategic Planning, Product Marketing
Education
Saint Mary's College of California 2004 — 2006
Wells Fargo Bank June 2013 - Present
Wells Fargo Insurance, Inc August 1996 - June 2013
Skills
Financial Modeling, Financial Analysis, Finance, Budgets, Managerial Finance, CRM, Strategic Planning, Process Improvement, Accounting, Customer Service, Sales, Marketing Strategy, Team Building, Management, Strategy, Financial Planning, Leadership, Professional Mentoring
Education
University of St. Thomas 1996 — 2001
MBA, Finance
Saint John's University 1987 — 1991
Bachelor of Science (B.S.), Accounting and Business/Management
Union Bank of California March 2011 - Present
Union Bank 2011 - 2015
Fidelity Investments February 2001 - March 2010
Charles Schwab & Co January 2001 - January 2006
Wells Fargo Bank January 1997 - January 1999
Premier Services Telephone Group January 1990 - January 1996
Kitale Kenya July 1988 - July 1989
Skills
Change Management, Series 7
Education
Saint Mary's College of California 1984 — 1988
BS, Business Administration
First Data Corporation January 2012 - Present
Wells Fargo Bank December 2006 - January 2012
Wells Fargo Merchant Payment Solutions December 2006 - January 2012
Well Fargo Merchant Payment Solutions December 2006 - January 2012
MICROS Systems Inc September 2005 - December 2006
MICROS Systems Inc September 2005 - December 2006
Nabisco Biscuit Company October 1998 - May 2005
Kraft Foods October 1998 - May 2005
Skills
Sales Operations, Sales, Sales Management, Leadership, Cold Calling, Management, Training, Forecasting, Negotiation, Budgets, Banking, Human Resources, Program Management, Loans, Performance Management, Networking
Education
Management Monroe Community College 1992 — 1994
AS, Management
Saint Bonaventure University 1982 — 1986
BA, English Language and Literature, General
St. Bonaventure University 1982 — 1986
BA, English
Target March 2009 - Present
Wells Fargo Bank February 2008 - November 2008
Education
Saint Mary's University of Minnesota 2008 — 2010
MBA, Finance
St. Lawrence University 2003 — 2007
BA, Economics, Environmental Studies
Delta Blood Bank, a subsidiary of the American Red Cross July 2012 - Present
Gerson Lehrman Group July 2009 - Present
Bank of the West May 2007 - June 2009
Bank of America March 1999 - July 2003
Wells Fargo Bank 1996 - 1999
Wells Fargo Bank 1995 - 1996
Providian Financial 1993 - 1995
Wells Fargo Bank 1990 - 1993
Wells Fargo 1989 - 1990
Skills
Online Marketing, Product Management, E-commerce, Marketing, Social Media Marketing, Credit Cards, Loans, Strategic Planning, Product Development, Management, Integrated Marketing, Program Management, Business Development, Online Advertising
Education
Saint Mary's College of California 1989 — 1992
MBA, Marketing
University of California, Davis 1981 — 1985
BA, International Relations (Economics emphasis)
David Gould and Associates 2007 - Present
Colliers International 2001 - 2007
David Gould and Associates 1998 - 2001
Shorenstein Realty Services 1997 - 1998
Jones Lang LaSalle 1996 - 1997
Satulah Group 1993 - 1996
Wells Fargo Bank 1988 - 1993
Skills
Real Estate Development, Corporate Real Estate, Real Estate, Commercial Real Estate, Leases, Strategic Planning, Financial Analysis, Location Intelligence, Program Management, Property Management, Brokerage, Development Management, Property, Entitlements, Investments, Due Diligence, Real Estate Transactions, Disposition, Strategy, Budgets, Land Acquisition, Mergers & Acquisitions, Construction, Facilities Management, Tenant, Lease Negotiations, Leadership, Portfolio Management, Project Management, Contract Negotiation, Management, Project Planning, Procurement Programs, Workplace Design, Capital Budgeting, Expense Budget..., Contract Management, Business Strategy, Marketing Management, Investment Properties, Contract Negotiations..., Real Estate Economics, Landlords, Dispositions, Feasibility Studies
Education
Saint Mary's College of California 1988 — 1990
MBA, Business
University of Southern California 1974 — 1976
Graduate Studies in Urban and Retional Planning, Urban and Regional Planning
University of California, Davis 1970 — 1974
BS, Planning and Management
Wells Fargo Bank May 1958 - 2013
Wells Fargo Bank - Wholesale Bank March 1999 - 2012
Western States Bankcard Association September 1966 - March 1985
Skills
Operations Management, Business Analysis, Risk Management, Process Improvement, Banking, Quality Assurance, Credit Cards, Management, SDLC, Microsoft Office, Vendor Management, Customer Service, Requirements Analysis
Education
Sf State 1955 — 1958
Accounting and Finance
Saint Mary's College of California 1949 — 1950
Accounting and Business/Management
San Francisco State University
Wells Fargo August 2013 - Present
Wells Fargo Bank January 2012 - August 2013
JPMorgan Chase November 2008 - December 2011
Skills
Banking, Personal Banking, Relationship Management, Business Relationship..., Series 7, Licensed banker, Loans, Finance, Financial Services, Mortgage Lending, Wealth Management
Education
Monsignor Farrell High School 2000 — 2004
St. John's University
Tucson Federal Credit Union July 2014 - Present
Tucson Federal Credit Union August 2011 - July 2014
Cafe Italiano April 2009 - April 2012
Union Bank October 2007 - March 2009
Wells Fargo Bank 2005 - 2007
Bank of the West 1996 - 2005
Skills
Banking, Mortgage Lending, Loans, Credit, Small Business Lending, Cash Management, Commercial Banking, Treasury Management, Portfolio Management, Strategic Planning, Team Building, Small Business, Commercial Lending, Customer Service
Education
Saint Mary's College of California 1996 — 1999
Bachelors, Business
Our New Beginning June 2011 - Present
Our New Beginning January 2008 - March 2015
Wells Fargo Bank November 1985 - October 2001
Skills
Child Development, Developmental..., Community Outreach, Coaching, Fundraising, Nonprofits, Public Relations, Public Speaking, Teaching, Therapists, Social Media, Leadership, Volunteer Management, Team Building, Customer Service, Management, Program Development, Healthcare
Education
Saddleback College 2010 — 2013
Associate of Arts (AA), Psychology, 4.0
University of Long Beach
Positive Psychology
Wells Fargo August 2013 - June 2014
Prudential Mortgage Capital Company June 2013 - July 2013
iVIP Productions LLC. July 2011 - August 2012
Wells Fargo Bank June 2011 - September 2011
Skills
Microsoft Office, Customer Service, Public Relations, Media Relations, Banking, Entrepreneurship, New Hire Training, Student Financial Aid, Microsoft Excel, PowerPoint, Time Management, Community Outreach, Analysis, Strategy, Advertising, Public Speaking, Sales
Education
St. Mary's College of California 2008 — 2013
Bachelor of Science (BS)
Apple June 2015 - Present
Comcourse May 2013 - June 2015
Comcourse March 2012 - May 2013
Wells Fargo Bank 2007 - 2008
Skills
E-Learning, Learning Management..., Instructional Design, Adult Education, Editing, Technical Writing, Curriculum Design, Curriculum Development, Captivate, Microsoft Office, Training, Creative Writing, Distance Learning, Customer Service, Learning Management, PowerPoint, Public Speaking, Microsoft Excel, Educational Technology, Research, Higher Education, Adobe Creative Suite, Spanish, Instructional Technology, Social Media, Articulate Storyline, Camtasia
Education
UCSC 2009 — 2011
BA, Language Studies (Spanish Emphasis)
Saddleback College 2007 — 2009
AA, General Studies
Grocery Retail September 2014 - Present
Grocery retail January 2010 - August 2014
AAA Texas June 2006 - August 2009
ACH August 2004 - June 2006
Banktemps/Career Placement October 2002 - August 2004
Wells Fargo Bank June 2000 - August 2002
Skills
Recruiting, Sourcing, Training, Financial Services, Mortgage Lending, Online Research, AIRS, Talent Acquisition, Employee Relations, Onboarding, Applicant Tracking..., Human Resources, Cold Calling, Internet Recruiting, Technical Recruiting, Performance Management, College Recruiting, Behavioral Interviewing, Job Fairs, Talent Management, Organizational..., Negotiation, Interviews, Temporary Placement, Strategy, Sales, Business Development, Hiring, Temporary Staffing, New Hire Orientations, Personnel Management, Corporate Recruiting, Staffing Services, Employee Training, Benefits Negotiation, Contract Recruitment, Screening, Executive Search, HR Consulting, Building Relationships, Vendor Management, Succession Planning, Background Checks, Insurance, Leadership Development, Employee Engagement, HR Policies, Employee Benefits, Management
Education
Tarrant County College 2013 — 2016
Associates
University of Phoenix
Associate's degree, Human Services
Saddleback College 2003 — 2004
Associate's, Business Administration
US Bank June 2011 - Present
Wells Fargo Bank November 2008 - June 2011
Equity Bank March 2008 - November 2008
First National Bank of the Lakes July 2006 - January 2008
TCF National Bank January 2003 - July 2006
Skills
Complex Credit..., Commercial & Consumer..., Private Banking, Private Wealth..., Commerical Real Estate..., Commercial Banking &..., Loans, Credit, Portfolio Management, Credit Analysis, Commercial Banking, Credit Risk, Wealth Management..., Banking, Analysis, Loan Origination, Consumer Lending, Finance, Underwriting, Financial Analysis, Investments, Wealth Management, Commercial Lending, Management, Financial Risk, Small Business Lending, Mortgage Lending, Leadership
Education
St. John's University
B.A., POLS & COMM
Citibank August 2006 - December 2014
Wells Fargo Bank February 2001 - June 2006
Skills
Onboarding, Banking, Financial Services, Applicant Tracking..., Talent Acquisition, Credit, Deferred Compensation, Investments, Management, Recruiting, Vendor Management, Talent Management, College Recruiting, PeopleSoft, Internet Recruiting, Technical Recruiting, Taleo, Leadership, HRIS, Human Resources, Employee Relations, Contract Recruitment, Performance Management, Executive Search, Interviews, CRM, Training, Relationship Management, Coaching, Sourcing, SDLC, Retail, Workforce Planning, Process Improvement, HR Consulting, Employee Benefits, Employee Engagement, Sales, Succession Planning, Temporary Placement, New Hire Orientations, Benefits Negotiation, Retail Banking, Hiring, Employee Training, Employer Branding, Personnel Management, Screening, Screening Resumes, HR Policies
Education
Saint Mary's 2002 — 2004
Bachelor's degree, Business Management, 3.8 GPA
St. Mary's College of California 2002 — 2004
BA, Business Management
Wells Fargo Business Banking April 2014 - Present
Wells Fargo Business Banking October 2013 - April 2014
Wells Fargo Bank February 2008 - September 2013
E Homes January 2000 - January 2008
MCI Corporation January 1988 - January 1999
MCI Corporation January 1984 - January 1988
Skills
Banking, Credit, Loans, Financial Analysis, Financial Services, Leadership, Sales Management, Sales, Business Development, Finance, New Business Development, Commercial Lending, Relationship Management, Executive Management, Commercial Banking, Portfolio Management, Underwriting, Management, Small Business Lending
Education
Saint Mary's College of California
Bachelor’s Degree
Ford Motor Company June 2014 - Present
Ford Motor Company December 2011 - June 2014
Ford Motor Company July 2010 - December 2011
Ford Motor Company November 2009 - July 2010
Wells Fargo Bank August 2008 - November 2009
Kaiser Permanente October 2004 - January 2008
iWeev.com 2008 - 2008
Ford Motor Company June 2007 - August 2007
Site for Sore Eyes October 2000 - May 2004
Skills
Business Planning, Marketing Strategy, Training & Development, Management, Marketing, Training, Sales, Business Development, Competitive Analysis, Sales Operations, Social Networking, Budgets, Customer Service, Nonprofits, Customer Satisfaction, Employee Training, Sales Management, Team Building, Leadership, Cross-functional Team..., Sales Process, Negotiation, Customer Retention, Research, Strategic Planning, Process Improvement
Education
Saint Mary's College of California 2006 — 2008
Bachelor of Science, Economics and Business Administration
Contra Costa College 2003 — 2005
Associate in Arts, Liberal Studies
Wells Fargo September 2011 - Present
Wells Fargo & Co. March 2004 - September 2011
Wells Fargo 2002 - 2004
Wells Fargo Bank December 2000 - June 2002
Imagine Solutions October 1998 - November 2000
Skills
Project Management, Middleware Support, JBoss Application Server, JBoss EAP, JavaScript, Oracle Applications, Linux System..., Red Hat Linux, Apache, Weblogic Administration, Windows Server, Microsoft Technologies, .NET, SQL*Plus, Autosys, Tomcat, Web Services, Web Application Design, CRM, FileNet, IIS, Informatica, ETL, Cisco Technologies, Network Administration, Network Security, Microsoft SQL Server, Microsoft Office..., Microsoft Exchange, PeopleSoft, SQL DB2
Education
Saint Louis University (PH) 1981 — 1985
Bachelor of Science in Medical Technology, Science, Technology
Supreme Lending August 2014 - Present
NOLA Lending Group October 2011 - August 2014
Wells Fargo Bank August 2010 - August 2011
Wells Fargo Financial June 1996 - August 2010
med corp mexico January 1995 - July 1996
Skills
Sales, People Development, Conflict Resolution, Retail, Executive Management, Mortgage Lending, Mortgage Banking, Loans, Credit, Underwriting, Consumer Lending, Banking, Investment Properties, Credit Analysis, Cross Selling, FHA, Finance, Leadership, Loan Origination, Management, Portfolio Management, Real Estate, Refinance, Residential Mortgages, USDA, VA loans, Investments, Commercial Lending, FHA financing, First Time Home Buyers, Customer Service, Sales Management, Residential Homes
Education
University of Phoenix Tampa Campus 1999 — 2001
masters, Organizational Management
Saint Leo University 1990 — 1994
marketing, Marketing/Marketing Management, General
Alpine Mortgage March 2012 - Present
Mach1 Notary January 2005 - Present
Wells Fargo Bank May 2005 - March 2012
Washington Mutual Bank January 2003 - May 2005
Skills
Mortgage Lending, Refinance, Loans, FHA, Mortgage Banking, Loan Origination, Residential Mortgages, Credit, Real Estate, Underwriting, Banking, Notary Public, First Time Home Buyers, Closings, Mortgage Underwriting, Title Insurance
Education
Saddleback College 2003 — 2003
none, Banking
school of hard knocks
Fairview Health Services September 2014 - Present
APAC Customer Service March 2014 - Present
Sick, Inc. November 2013 - December 2013
Smiths Medical March 2013 - June 2013
Cultural Transportation Services January 2012 - December 2012
State of Minnesota July 2009 - April 2010
TEKsystems September 2008 - October 2008
Wells Fargo Bank May 2008 - August 2008
Ameriprise Financial February 2008 - March 2008
GMAC November 2007 - December 2007
Skills
A+ Certified, Microsoft Certified..., Active Directory, Windows 7, Troubleshooting, Computer Hardware, Windows, XP, Windows Server, Software Documentation, Security, Citrix, Windows XP, Hardware, Networking
Education
Saint Mary's University 2011 — 2012
B. S Degree, Information Technology
Saint Mary's University of Minnesota 2011 — 2012
Bachelor's degree, Information Technology
PRI Robotics/The Right Staff September 2015 - Present
JEHCO, LLC March 2013 - Present
CBRE/Contract Position Through Stephen James & Associates November 2014 - June 2015
Penzance November 2013 - April 2014
Cushman & Wakefield ] Northmarq July 2013 - October 2013
Dominiun Inc September 2012 - March 2013
CBRE June 2010 - August 2012
C B Richard Ellis February 2009 - June 2010
CB Richard Ellis December 2007 - January 2009
Wells Fargo Bank November 2001 - August 2007
Skills
Accounting, Consulting, Process Improvement, Account Reconciliation, Accounts Payable, Financial Analysis, General Ledger, Auditing, Internal Audit, Internal Controls, Financial Reporting, QuickBooks, Fixed Assets, Finance, Financial Statements, Managerial Finance, Management, Variance Analysis, Cost Accounting, Journal Entries, Microsoft Word, PeopleSoft, Forecasting, Budgets, Analysis, Training, Microsoft Excel, Strategic Planning, Microsoft Office, Access, Leadership, Bank Reconciliation, Budgeting, Customer Service, Tax
Education
University of St. Thomas - Opus College of Business 2003 — 2007
Master of Business Administration (M.B.A.), Finance
University of Liberia 1989 — 1996
BBA, Accounting
ST. PATRICK'S HIGH SCHOOL 1983 — 1987
High School Diploma
Saint Mary's University of Minnesota
Certificate, Accounting
Wells Fargo June 2015 - August 2015
First Republic Bank August 2014 - December 2014
Wells Fargo December 2013 - June 2014
Bank of America December 2012 - March 2013
Wells Fargo February 2012 - December 2012
Bank of America August 2010 - August 2011
Bank of America January 2008 - January 2009
Wells Fargo Bank 2009 - 2009
Delta Dental 2006 - 2007
Federal Home Loan Bank of San Francisco June 2005 - November 2006
Education
Miscellaneous
Master of Business Administration (M.B.A.)
Saint Mary's College of California
MBA, Management
University of San Francisco
BS, Computer Science
Shabu Shabu Bar October 2011 - Present
BBDakota June 2009 - Present
Gyu-Kaku July 2011 - July 2012
Wells Fargo Bank August 2006 - January 2012
Hoag Hospital June 2006 - September 2007
Universal Dealer Consultants January 2005 - July 2006
Macy's May 2005 - September 2005
Skills
Loans, Banking, Credit, Commercial Banking, Lines Of Credit, Retail Banking, Cross Selling, Customer Service, Customer Experience, Strategic Planning, PowerPoint, Microsoft Excel, Microsoft Office, Internet, Internal Audit, Customer Retention, Cashiering, Cash Management, Organizational..., Communication, Merchandising, Dimensions of..., Team Management, Team Building
Education
UCI 2005 — 2009
Bachelor of Applied Science (B.A.Sc.), Psychology
Saddleback College 2005 — 2009
Londons West End August 2006 - Present
Wells Fargo Bank November 2005 - April 2007
Foot Locker April 2001 - August 2005
Skills
Marketing, Financial Analysis, Customer Service, Management, Employee Training, Strategic Planning, Budgets, Project Management, Non-profits, Credit, Sales, Retail, Event Planning, Event Management
Education
Saint Bonaventure University 2000 — 2001
MBA, Marketing Management
Xavier University 1995 — 1999
BSBA, Business Administration and Management, General
JPMorgan Chase September 2008 - 2010
Washington Mutual 2007 - 2008
Wells Fargo October 2006 - October 2007
Wells Fargo Bank January 2006 - October 2007
Wells Fargo January 2003 - October 2006
National Football League 1999 - 2002
Skills
Loans, Credit, Cross Selling, Deposits, Financial Services, Small Business Lending, Commercial Lending, Commercial Banking, Retail Banking, Treasury Services, Loan Origination, Branch Management, SBA, Mortgage Lending, Leadership, Cash Management, Portfolio Management, Financial Modeling, Relationship Management, Management
Education
Saint Mary's College of California 2010 — 2011
MBA, Business Administration
University of California, Los Angeles
BA
Pacific Premier Bank September 2012 - Present
Wells Fargo Bank January 2007 - September 2012
Brownes Flowers October 2003 - May 2011
Skills
Retail Banking, Team Leadership, Team Member Development, Sales Management, Audit Compliance, Risk Management, Opening New Accounts, Hiring Manager, Customer Service..., Volunteering, Cash Handling Experience, Administrative Work, Small Business Lending, Quality Auditing, Team Building, Banking, Analysis, Customer Service, Loans, Hands-on Problem Solver, Sales, Commercial Banking, Mortgage Lending, Consumer Lending, Management
Education
Dana Hills High School
Saddleback College
Wells Fargo Bank June 2005 - Present
SunTrust July 2002 - May 2005
Texas Department of Public Safety August 1992 - December 2000
Skills
Leadership, Problem Solving, IBM Mainframe, z/OS, TSO, COBOL, VSAM, MS Project, Technical Documentation, Programming, JCL, CA7, CICS, Endeavor, Fileaid, File Management, File Transfer, Situational Leadership, DB2, Team Leadership, IDCAMS, Mergers, Acquisition Integration, Visio, Troubleshooting, Analysis, Software Development, SDLC, Software Project..., IT Management, IT Strategy, Testing, Program Management, Management, Software Documentation
Education
Saint Mary's University of Minnesota 2011 — 2017
Ed.D, Leadership
Saint Mary's University of Minnesota 2008 — 2010
MS, Project Management
University of Phoenix 2005 — 2007
BS, Business Information Systems
Central Texas College 2000 — 2002
AAS, Computer Science- Business Programmer Analyst
United Healthcare April 2010 - Present
Securian Financial Group January 2008 - April 2010
VIP 2004 - 2010
GMAC-RFC September 2004 - December 2007
Old Republic Title Company October 2001 - September 2004
GMAC-RFC September 2001 - September 2001
Wells Fargo Bank October 1999 - May 2001
Education
Saint John's University 1988 — 1992
BA, Economics
Wells Fargo Advisors, LLC February 2012 - Present
Wells Fargo Bank August 2004 - February 2012
Education
Saint John's University 1996 — 2000
Moulton Niguel Water District June 2013 - Present
Roth Staffing September 2010 - June 2013
Lyon Communities January 2007 - September 2011
NWP Services Corporation November 2003 - November 2006
Aqueduct, Inc. January 2001 - July 2003
Latham & Watkins March 1997 - June 2000
Wells Fargo Bank 1990 - 1997
Education
University of San Diego 1996 — 1997
Paralegal Certification, Legal Assistant/Paralegal
San Diego State University-California State University 1994 — 1996
Bachelor of Arts (B.A.), English and Creative Writing
Saddleback College 1991 — 1994
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Wells Fargo Bank January 2006 - Present
Skills
Finance, Refinance, Real Estate, SBA, Mortgage Lending, Credit, SBA 504, Small Business Lending, Commercial Banking, Sales Management, Team Building, Customer Service, Account Management, New Business Development, Strategic Planning, Selling, First Time Home Buyers
Education
Saint Mary's College California 1975 — 1979
Bachelor's degree, Business Administration and Management, General
Saint Mary's College of California
Business Administration, Management and Operations
NorthEast LED July 2015 - Present
Citizens Bank February 2015 - June 2015
Wells Fargo Bank 2007 - February 2015
Wells Fargo Home Mortgage January 2008 - January 2015
IndyMac Bank December 2006 - December 2007
Quad City Mallards 2002 - 2004
Skills
FHA, Credit, Loan Origination, Mortgage Banking, VA loans, Loans, USDA, Mortgage Lending, Investment Properties, Investors, Residential Mortgages, First Time Home Buyers, FHA financing, Refinance, Credit Analysis, Finance, Mortgage Underwriting, Underwriting
Education
Saint Anselm College 1990 — 1994
New Hampton School 1989 — 1990
Wells Fargo Bank January 2014 - Present
Robert Half September 2013 - January 2014
Flagship Bank June 2012 - September 2013
InterBank September 2004 - June 2012
Wipfli January 2002 - September 2004
Skills
Financial Reporting, Internal Controls, Auditing
Education
University of Wisconsin-Eau Claire 1997 — 1999
Master of Business Administration (MBA)
Saint John's University 1987 — 1990
Memorial High School 1983 — 1986
Winthrop Resources February 2014 - Present
CGL Capital August 2007 - Present
Winmark Capital Corporation December 2008 - January 2014
Winstar March 2003 - August 2007
SouthStar Funding January 2002 - March 2003
Wells Fargo Bank September 1997 - December 2001
Norwest Bank June 1996 - September 1997
Education
St. John's University 1986 — 1990
Bachelor of Science, Management
Wells Fargo Bank November 1985 - Present
Education
St. Mary's College of California 1984 — 1985
Paralegal, Estate & Tax Planning
University of California, Davis 1979 — 1983
Bachelor of Arts (BA), International Relations
Seagate Technology January 2008 - Present
Ameriprise Financial February 2007 - December 2007
Wells Fargo Bank July 2004 - January 2007
Genesis10 2004 - 2007
Best Buy January 2001 - June 2004
Deluxe Corporation 1991 - 2001
Skills
Business Analysis, Program Management, Business Intelligence, Analytics, Process Improvement, Visio, Cross-functional Team..., SDLC, Software Project..., Project Management, Business Process..., Analysis, Requirements Analysis, Change Management, Retail Banking
Education
Saint John's University
University of Minnesota-Twin Cities
Bachelor of Science (BS)
thomas jefferson senior high
Wells Fargo October 1984 - Present
Wells Fargo Bank 1984 - Present
Wells Fargo 1994 - 1998
Skills
Credit Risk, Credit Analysis, Credit, Portfolio Management, Commercial Banking, Risk Management, Financial Risk, Consumer Lending, Loans, Banking, Underwriting, Mortgage Lending, Commercial Lending, Forecasting, Retail Banking, Operational Risk
Education
Pacific Coast Graduate Banking School, University of Washington 2004 — 2006
Certificate, Graduate Banking Studies
Saint Mary's College of California 1986 — 1987
Master’s Degree, International Business
Saint Mary's College of California 1975 — 1979
Bachelor’s Degree, Government, French, Spanish
Pater Noster High School 1971 — 1975
High School, College Preparatory
Wells Fargp Bank July 2012 - Present
Wells Fargo Bank September 2004 - July 2012
Education
St. Mary's College of California 1982 — 1985
Bachelor's degree, Liberal Arts and Sciences, General Studies and Humanities
University of Phoenix-Sacramento Valley Campus
Master of Business Administration (MBA), Business
Emerald Data Solutions September 2015 - Present
Duncan Sales Advisors (DSA) June 2010 - Present
Granicus, Inc. October 2014 - September 2015
Granicus, Inc. January 2014 - November 2014
Granicus, Inc. July 2010 - January 2014
Granicus, Inc. January 2008 - July 2010
Granicus, Inc. May 2007 - December 2007
Wells Fargo Bank March 2006 - May 2007
Fox Sports August 2004 - February 2006
Biovail May 2002 - June 2004
Skills
Sales, Leadership, Sales Operations, Sales Management, Recruiting, Marketing Strategy, Salesforce.com, Team Management, Negotiation, SaaS, Solution Selling, Lead Generation, Cold Calling, Solution Architecture, Management, Coaching, New Business Development, Sales Presentations, Sales Process, Software Industry, Enterprise Software, Direct Sales, Account Management
Education
St. Mary's College of California 1994 — 1998
BA, Communications
Wells Fargo Bank March 2008 - Present
Greater Bay Bank August 2004 - March 2008
The Mechanics Bank 1981 - 2004
Skills
Credit, Commercial Banking, Banking, Loans, Portfolio Management, Underwriting, Risk, Cross Selling, Customer Relations, Treasury Management, Strategic Planning, Compliance, Small Business Lending, Commercial Lending, Referrals, Customer Service, Risk Management, Cash Flow, Credit Risk, Asset Based Lending, Credit Analysis, Financial Analysis, Financial Risk, Lines Of Credit, Retail Banking, Relationship Management, Loan Origination, Mortgage Lending, Financial Services, Cash Management, Construction Loans, Commercial Mortgages, SBA, Wealth Management, Private Banking, Refinance, Branch Management, Mortgage Banking, Credit Cards, Deposits, Cash Flow Lending, Finance
Education
Saint Mary's College of California 2001 — 2002
MBA, Business
Pacific Coast Banking School 1997 — 1999
Banking
University of California, Berkeley 1978 — 1979
Bachelor's degree, Zoology
Freelance 2010 - Present
Clermont Equestrian LLC May 2008 - May 2015
Wells Fargo Bank 2007 - 2008
Genentech May 2005 - October 2007
Xenogen 2002 - 2005
Lawrence Berkeley National Laboratory January 2000 - March 2002
Skills
Fiction Writing, Fiction, Creative Writer, Literary Fiction, Developmental Editor, Editing, Content editor, Book Editor, Fiction Editor, Entrepreneurship, Creative Writing, Leadership, Horses, Equestrian, Research, Biotechnology, Management, Small Business, Molecular Biology, Statistics, Leadership Development, Social Media, Strategy, Public Speaking, Marketing, Life Sciences, Blogging, Social Media Marketing, Workshop Facilitation, Biochemistry, Customer Service, Lifesciences, Digital Imaging, RT-PCR, Imaging, Entrepr, Entrepreneurial Skills, Horseback Riding, horse shows, Business Management, Social Networking, Teaching, Data Analysis
Education
St. Mary's College of California 2007 — 2008
MBA
University of Guelph 1995 — 1999
B.Sc., Animal Biology
Wells Fargo Bank January 2010 - Present
Wells Fargo Investments, LLC 2004 - 2008
FIRE Solutions 2000 - 2004
Banc of America Investments 1997 - 1999
NASD 1995 - 1997
Skills
Series 7, Securities, FINRA, Series 24, AML, Mutual Funds, Investments
Education
Saint Mary's College of California 1992 — 1994
MBA, Finance
University of California, Davis 1975 — 1979
Benetech Inc. July 2014 - Present
Orange County-Greater Los Angeles Area November 2012 - Present
Wells Fargo Bank 1995 - November 2012
CNA Trust-CalTrust-CPI Pension Svcs January 1984 - October 1995
Skills
401k, Retirement Planning, Asset Allocation, Financial Services, Pensions, Asset Managment, Risk Management, Mutual Funds, Asset Management, Investments, Series 63, Series 7, Employee Benefits, Investment Advisory, Portfolio Management, ERISA, Leadership, Team Building, Team Management, Manage Client..., Client Relations Skills, Qualified Retirement..., Defined Contribution, Relationship Management, Banking, Trust Services, Investment Management, CRM, Presenter, Wealth Management, Investment Strategies, Securities
Education
Saddleback College
Undergraduate Studies
Wells Fargo Bank August 2007 - Present
Wells Fargo Online Banking August 2005 - August 2007
Wells Fargo Bank October 1999 - August 2005
Skills
Credit Risk, Loans, Financial Analysis, Treasury Management, Credit, Financial Modeling
Education
Saint Mary's College of California 2005 — 2007
Bachelor Arts in Business Management
Nexgen Fuel, LLC 2014 - Present
CLP Motorsports 2014 - Present
Golden Gate Petroleum Of Nevada June 2005 - Present
Bay Biodiesel, LLC May 2005 - Present
Golden Gate Petroleum 2005 - Present
Westgate Petroleum 2005 - Present
St. Paul Travelers June 2000 - June 2005
Wells Fargo Bank 1998 - 2000
Forrest Hills School 1998 - 1999
Skills
Risk Management, Customer Service, Claims Management, Microsoft Excel, Management, Microsoft Office, Process Improvement, Sales, Insurance, Project Management, Leadership, Microsoft Word, Training, New Business Development, Marketing, Research, Analysis, Event Planning, Budgets, Event Management, Property, Social Media, Teamwork, Workers Compensation, Strategic Planning, Contract Negotiation, Marketing Strategy, Team Building, Public Relations, Social Media Marketing
Education
Saint Mary's College of California 1997 — 1999
Bachelor of Science, Child Development Psychology
Sonoma State University 1994 — 1997
Bachelor of Science (B.S.), Liberal Studies
Retired as of March 31, 2009 March 2009 - Present
LCW Enterprises LLC 2006 - Present
LCW Enterprises LLC 2006 - Present
Wells Fargo Bank February 2001 - March 2009
Education
University of Virginia 1987 — 1990
Graduate School of Retail Bank Management, Credit Risk Management
St. Mary's College of California 1979 — 1981
MBA, Finance and Financial Management Services
Calif. State University Hayward 1969 — 1973
Bachelor of Science (BS), Psychology
SafeNet Consulting 2012 - Present
Maruska Associates, Inc. 1997 - Present
Maruska Associates, Inc 1997 - Present
Portico Benefit Services June 2012 - July 2012
Wells Fargo September 2008 - January 2012
Wells Fargo - Enterprise Data Warhouse January 2009 - June 2009
UnitedHealth Group October 2006 - August 2008
Wells Fargo Bank January 2004 - October 2006
Chronimed 2000 - 2004
Wells Fargo Home Mortgage June 2003 - December 2003
Skills
Data Warehousing, Oracle, PL/SQL, SQL, ETL, SDLC
Education
Saint John's University 1988 — 1992
BA, Management, Computer Science
Hill-Murray
Wells Fargo Bank July 2010 - Present
Wells Fargo Bank January 2006 - July 2010
Wells Fargo Bank January 2004 - December 2005
Wells Fargo Bank June 2002 - December 2003
Education
St. John's University
Bachelor of Arts, Economics, Management
Financial Services Management Consulting 2005 - Present
Wells Fargo Bank 2001 - 2005
First Union National Bank 1999 - 2001
U.S. Trust Company 1996 - 1999
Bank of America 1989 - 1995
First Interstate Bank 1987 - 1989
Bankers Trust Company 1986 - 1987
Crocker National Bank 1977 - 1986
Education
Saint Bonaventure University 1968 — 1972
BS, Pre Medical Sciences
Wells Fargo August 2014 - Present
Wells Fargo July 2012 - Present
Wells Fargo Bank June 2011 - July 2012
Wachovia, A Wells Fargo Company April 2006 - June 2011
Wachovia, A Wells Fargo Company November 2002 - April 2006
Skills
Credit Analysis, Portfolio Management, Risk Assessment, Business Analysis, Risk Management, Financial Risk, Finance, Strategy, Credit, Management, CRM, Leadership, Analysis, Change Management, Financial Services, Banking, Business Process...
Education
Saint Bonaventure University 1993 — 1997
BBA, Management Sciences
The Wine Spectrum April 2014 - September 2014
VinoPRO (Formerly Provino) January 2013 - February 2014
Wells Fargo Bank November 2009 - April 2011
BB&T March 2007 - April 2009
United Bankshares, Inc March 2004 - March 2007
JPMorgan Chase September 1989 - January 1995
Skills
Inside Sales, Consultative Sales..., Call Center Sales, Relationship Management, Cross Selling, Commercial Banking, Banking, Portfolio Management, Financial Analysis, Risk Management, Accounting, Commercial Lending, Strategic Planning, Leadership, Loans, Credit Analysis, Credit, Customer Service, Interpersonal..., Organizational..., Communication, Due Diligence, Small Business Lending, Middle Market, Commercial Real Estate, Finance, Wine Sales, Wine & Spirits Industry, Direct to Consumer, Business to Business, Contract Negotiation
Education
Saint Joseph's University 1999 — 2001
MBA, Management Information Systems
Villanova University 1985 — 1989
B.S., Business Administration, English Minor
Wells Fargo April 2013 - Present
Wells Fargo February 2012 - March 2013
Wells Fargo September 2010 - February 2012
Wells Fargo January 2010 - September 2010
Wells Fargo August 2008 - January 2010
Wells Fargo Bank March 2006 - August 2008
USAID's EDC in Central Asia September 2001 - September 2004
National Bank of Uzbekistan August 1997 - June 2001
Skills
Customer Relations, Banking, Profit, Portfolio Management, Investments, Business Analysis, New Business Development, Financial Analysis, Credit, Insurance, Retail Banking, Financial Planning, Economics, Risk Management, Asset Management, Problem Solving, Sales Management, Capital Markets, Change Management, Strategic Financial..., Mergers & Acquisitions, Relationship Management, Loans, Leadership, Financial Services, Management, CRM, Credit Analysis, Commercial Lending, Customer Service
Education
Saint Mary's College of California 2008 — 2009
EMBA, Trans-Global Business
Tashkent State University of Economics 2000 — 2004
BS, Economics
Wells Fargo Bank October 1992 - Present
Skills
Banking
Education
Saint Mary's College of California 2012 — 2014
Master of Business Administration (MBA)
University of California, Davis 1989 — 1994
Chemistry & Economics
PRIDE Industries April 2012 - Present
VFW Foundation June 2013 - Present
The Mortgage Group October 2008 - Present
GMH Veterans Home October 2011 - Present
California Army National Guard December 1988 - August 2010
Wells Fargo Home Mortgage January 2002 - October 2008
United Title Company January 1999 - January 2002
Wells Fargo Bank June 1989 - January 1999
Skills
Mortgage Lending, REO, Short Sales, Real Estate, Cross-functional Team..., Foreclosures, Investment Properties, Single Family Homes, Investors, First Time Home Buyers, Military, Property Management, Loans, Leadership, Real Estate Transactions, Entrepreneurship, Small Business, Training, Contract Negotiation, Sales Management, Referrals, Selling, Condos, Sellers, Residential Homes, Relocation
Education
Saint Mary's College of California 1982 — 1986
BS, Business Administration
Diablo Valley College
AZ Real Estate Services March 2010 - Present
PD Investments January 2009 - Present
Wells Fargo Bank May 1985 - June 2009
Wells Fargo 1986 - 2004
USAF September 1975 - September 1979
Education
Rich Dad Academy 2009 — 2009
Stock Market Investing
Rich Dad Academy 2008 — 2008
Real Estate Investing
Saint Leo University 1977 — 1979
AA, Liberal Arts
Wells Fargo May 2011 - Present
Wells Fargo Bank June 2010 - May 2011
Wells Fargo May 2009 - June 2010
Wachovia, A Wells Fargo Company October 2008 - May 2009
Wachovia November 2003 - September 2008
Skills
Business Analysis, Analysis, Leadership, SDLC, Requirements Gathering, Banking, Financial Services, Credit Risk Data, Data Management, Resource Management, Project Management, Commerical Lending Data
Education
Saint Anselm College 1988 — 1992
BA
Glastonbury High School
Credit Suisse March 2015 - Present
Wells Fargo Bank February 2008 - March 2015
Wells FargoPrivate Banking February 2008 - March 2015
U.S. Trust2005- 2008 February 2005 - February 2008
JPMorgan Chase January 1997 - January 2002
Skills
Credit, Portfolio Management, Banking, Finance, Loans, Corporate Finance, Financial Risk, Investments, Due Diligence, Structured Finance, Private Equity, Underwriting, Hedge Funds, Cash Flow, Financial Structuring, Analysis, Management, Wealth Management, Private Banking, Real Estate, Credit Analysis
Education
JP Morgan Chase Formal Credit Analyst Training Program 1999 — 1999
Saint John's University 1997 — 1999
Master of Business Administration, Finance
Saint John's University 1993 — 1997
Bachelor of Science, Marketing
Home Federal Bank (HFFC) December 2012 - Present
CAJ Enterprises - Dakotaland Homes - Dakotaland Lodging August 2011 - November 2012
Wheel City Motors April 2010 - June 2011
Wells Fargo Bank January 2007 - April 2010
2003-2007 Wells Fargo Bank May 2003 - April 2007
Soukup Park Inc January 1999 - January 2003
Norwest Bank January 1996 - January 1999
Skills
Proficient in Microsoft..., Growing competency in..., Extensive experience in..., Finance, Credit, Banking, Real Estate, Cold Calling, Inventory Management, Treasury, Sales, Marketing, Customer Service, Management, Networking, Structured Finance, Mortgage Lending, Treasury Management, New Business Development, Portfolio Management, Due Diligence, Project Management, Loans, Selling, Credit Analysis, Financial Analysis, Commercial Banking, Small Business Lending, Accounting
Education
Saint John's University 1992 — 1996
Bachelor of Arts, Business Management
First Republic Private Wealth Management March 2014 - Present
The Presidio Group LLC February 2011 - January 2014
Offit Capital Advisors November 2004 - January 2011
Kaspick & Company 1997 - 2004
Wells Fargo Bank 1988 - 1992
Skills
Investment Management, Alternative Investments, Hedge Funds, Asset Managment, Investments, Asset Management, Wealth Management, Asset Allocation, Equities
Education
Yale University - Yale School of Management 1992 — 1994
MBA
Saint Mary's College of California 1982 — 1986
BA, Integral Liberal Arts
Wells Fargo Home Mortgage July 2012 - Present
Movement Mortgage, LLC January 2014 - July 2014
Wells Fargo Bank September 2007 - June 2010
Wells Fargo Bank March 2004 - September 2007
Union Bank of California January 2001 - January 2004
Union Bank January 1999 - January 2001
Union Bank January 1998 - January 1999
Skills
Job Coaching, Situational Leadership, Leadership Development, Communication, Direct Sales, Strategic Planning, Problem Solving, Financial Analysis, Management, Risk Management, Customer Service, Training, Banking, Home Equity Loans, Deposits, Relationship Management, Loans, Credit, FHA, Refinance, Leadership, Sales, Finance, Commercial Banking, Cross Selling, Consumer Lending, Credit Analysis, Financial Services, VA Loans, Retail Banking, Investments
Education
Saddleback College 1998 — 2000
Business, General
Dana Hills High School 1996 — 1998
General, General Studies
Comerica Bank May 2013 - Present
Wells Fargo Bank January 2011 - April 2013
Wells Fargo Bank 2008 - February 2011
Wells Fargo Bank 2006 - 2008
Wells Fargo Bank 2005 - 2006
Wells Fargo Bank 2001 - 2005
Wells Fargo Bank 1996 - 2001
Wells Fargo Bank 1990 - 1996
Wells Fargo Bank 1988 - 1990
Skills
Credit, Banking, Portfolio Management, Commercial Banking, Underwriting, Credit Analysis, Commercial Lending, Commercial Mortgages, Financial Analysis, Relationship Management, Loans
Education
Saint Mary's College of California 1983 — 1987
B.S., Business Administration and Economics
Acalanes High School
JIMMAR Consulting, Inc. August 1998 - Present
Citizens Community Bancorp, Inc. February 2010 - November 2011
Fingerhut February 2007 - March 2008
FICO January 2005 - June 2006
Metris Companies 2002 - 2005
John G. Kinnard July 1999 - December 2001
US Bank 1998 - 1999
Wells Fargo Bank August 1998 - December 1998
Ernst & Young September 1986 - December 1994
Ernst & Whinney 1986 - 1990
Skills
Auditing, Risk Management, Mergers & Acquisitions, Mergers, Financial Modeling, Sarbanes-Oxley Act
Education
Saint John's University 1982 — 1986
Bachelor of Arts, Accounting and Economics
United Airlines March 2009 - Present
Retired from United Airlines January 1998 - May 2015
United Airlines January 1998 - February 2009
Primerica April 1997 - January 1998
MCI August 1996 - November 1996
Wells Fargo Bank August 1989 - June 1996
Tiongson Family, Cruz Family and Gamaliel Family January 1984 - March 1989
Adrian Gloves Company February 1984 - January 1985
Gerard Trades International April 1983 - October 1983
Tiongson Family January 1979 - March 1983
Skills
Customer Service, Airlines, Airports, Airline Management, Microsoft Office, Flights, Strategic Planning, Project Management, Aviation, Aviation Security, Sales, Flight Planning, Airport Management, IATA, Airline Reservations, Team Building, Training, Contract Negotiation, Public Speaking, Process Improvement, Research, Team Leadership, Management, Teaching
Education
University of Baguio 1977 — 1980
BA
Baguio General Hospital School of Nursing 1977 — 1977
Bachelor’s Degree
Saint Louis University (PH) 1975 — 1977
Pre-Nursing
Saint Louis University (PH) 1971 — 1975
High School
Marsh & McLennan Companies, Inc. July 2011 - Present
Wells Fargo Bank September 2002 - July 2011
Skills
Risk Management, Microsoft Excel, Financial Risk, Financial Analysis, Insurance, Microsoft Office, Financial Services, Banking, Data Analysis, Business Analysis, Social Media, Research
Education
St. John's University 2007 — 2010
Master of Science, Risk Management
University at Albany 1997 — 2001
Bachelor of Arts, Mathematics
Wells Fargo Bank 2001 - Present
Bank of America 1993 - 1996
Skills
Credit Cards, Direct Marketing, Marketing Strategy, Product Management, Financial Services, Analytics, Segmentation, Strategy, Product Marketing, Integrated Marketing, E-commerce, Strategic Planning, Project Management, Customer Acquisition, Strategic Partnerships, Competitive Analysis, Marketing Communications, CRM, Database Marketing, Email Marketing
Education
Saint Mary's College of California
BA, Business Administration
Wells Fargo January 2013 - Present
Wells Fargo Bank January 2010 - January 2013
Cardiovascular Associates of Lake County March 2010 - July 2010
Wells Fargo Financial January 2007 - January 2010
ADAPCO January 2001 - January 2006
Skills
Loans, Credit, Mortgage Lending, Banking, Portfolio Management, Credit Analysis, Consumer Lending, Retail Banking, Small Business Lending, Sales, Loan Origination, Risk Management, Financial Analysis, Commercial Lending, Financial Services, Cross Selling, Management, Commercial Banking, Relationship Management, Investments, Finance, Mortgage Banking, Wealth Management, Leadership, Underwriting, Financial Planning, Lines Of Credit, Team Building, Credit Cards
Education
Saint Leo University 2008 — 2010
Bachelor of Science; Health Care Management, Health Care, Accounting
Charles Schwab April 2013 - January 2014
Wells Fargo Bank July 2010 - December 2011
DHL May 1997 - August 2009
DHL Information Systems January 1997 - January 2009
JOHN RADA January 1989 - January 1997
Skills
Active Directory, Security, Computer Hardware, VPN, Unix, Troubleshooting, System Administration, Microsoft Exchange, SharePoint, Virtualization, Technical Support, Information Security, Access, Help Desk Support, Operating Systems, Servers, HP, Networking, IT Management
Education
Sacred Heart University 1977 — 1979
none, liberal arts
Greenwich High School
Sacred Heart University
Wells Fargo January 2015 - Present
Wells Fargo June 2014 - January 2015
Wells Fargo February 2013 - June 2014
Wells Fargo Bank February 2011 - February 2013
Wells Fargo February 2003 - March 2011
JP Morgan Chase March 1998 - February 2003
First Data Corporation March 1997 - March 1998
PNC May 1989 - March 1997
Skills
Succession Planning, Talent Management, Employee Engagement, Performance Management, Talent Acquisition, Employee Relations, Performance Consulting, Organizational..., Leadership Development, Recruiting, Change Management, Executive Coaching, Coaching, Process Improvement, Team Building, Learning Management, Workforce Planning, Banking, Strategic Planning, Project Management, Training, Leadership, Team Leadership, Strategy, Training Delivery, Human Resources, Management, Workshop Facilitation
Education
Saint Joseph's University - Erivan K. Haub School of Business 1991 — 1997
MBA, Management
Saint Joseph's University 1987 — 1991
BA, International Relations
HR Certification Institute
SPHR (Senior Professional in Human Resources)
St. Augustine Preparatory School
College/University Preparatory and Advanced High School/Secondary Diploma Program
Simple Reverse Mortgage Solutions, Inc. September 2005 - Present
Wells Fargo Bank March 2001 - May 2004
Skills
Reverse Mortgages, Refinance, FHA, Mortgage Lending, Loan Origination, Mortgage Banking, Loans
Education
St. Mary's College of California 1966 — 1969
BS and BA, Business Administration and Economics
Charles Schwab November 2011 - Present
Deloitte September 2008 - November 2011
Wells Fargo Bank August 2006 - August 2008
Bank of America 2001 - 2006
Skills
Financial Analysis, Financial Reporting, Internal Controls, SEC filings, Sarbanes-Oxley Act
Education
Saint Mary's College of California 2004 — 2008
BS, Accounting w/ minor in Economics
Wells Fargo Bank April 2011 - Present
Wells Fargo Financial October 2004 - August 2012
Wells Fargo Financial October 2002 - October 2004
Wells Fargo Financial December 1998 - October 2002
Wells Fargo Fianacial October 1997 - October 1998
Wells Fargo Financial September 1997 - September 1997
Wells Fargo Financial March 1996 - September 1997
Skills
Sales Management, Change Management, High Performance Teams, Consumer Lending, Mortgage Lending, Credit, Loans, Loan Origination, Underwriting, Mortgage Banking, Cross Selling, Banking, Finance, Risk Management, Management, Leadership
Education
Saint Leo University 1994 — 1995
BA, Business Management
Santa Fe Community College 1991 — 1993
Associates, Business Administration
Wells Fargo Bank June 2012 - Present
Charming Shoppes November 1996 - August 2010
Skills
Merchandising, Visual Merchandising, Customer Service, Business Management, Excel, Employee Relations, Event Management, Hiring, Word, Retail, PowerPoint, Access, Problem Solving, Microsoft Office, French, Team Building, Advertising, Planning
Education
Saint Mary's College 1990 — 1994
business, management, marketing, international
Union Bank April 2014 - Present
Wells Fargo Bank September 2010 - April 2014
City National Bank May 2006 - September 2010
Baldacci Family Vineyards May 2001 - April 2006
Union Bank April 1985 - May 2001
Skills
Commercial Banking, Credit, Treasury Management
Education
Saint Mary's College of California 1994 — 1996
MBA
University of California, Davis 1980 — 1984
BA
Wells Fargo Bank January 2011 - Present
Wells Fargo Wealth Management\ March 2000 - January 2011
Skills
Trust administration
Education
St. Joseph's University 2008 — 2013
Master of Science (M.S.), Financial Planning and Services
Wharton School, University of Pennsylvania 2005 — 2007
graduate certificate, Finance and Accounting
Wells Fargo Bank August 2010 - Present
Skills
Mortgage Lending, Refinance, Loans, Mortgage Banking, Mortgage Underwriting, LPS, FHA, Loan Origination, Credit, Underwriting
Education
St. John's University 2006 — 2010
Bachelor of Arts (B.A.), Economics
Meritrust Credit Union April 2010 - Present
Wells Fargo Bank September 2005 - July 2009
Education
Saint Martin's University 2003 — 2005
Business Administration, Business, Finance, and Marketing
Wells Fargo June 2013 - Present
Wells Fargo Bank February 2011 - June 2013
Wells Fargo Bank January 2009 - February 2011
Wells Fargo Bank July 2006 - January 2009
Wells Fargo Bank April 2004 - July 2006
Skills
Retail Banking, Leadership, Training, Financial Services, Securities, Insurance, Project Management, Strategy, Problem Solving, Strategic Partnerships, Collaboration, Sales Management, Sales, Relationship Management, Risk Management, Loans
Education
UC San Diego 1997 — 2000
BA, Human Development
Sacramento City College
Associate's degree, Administration of Justice
Bank of Commerce Sacramento November 2013 - Present
Rabobank N.A. November 2010 - October 2013
EDF REsource Capital 2007 - 2009
Community Bank of San Joaquin 2005 - 2007
Wells Fargo Bank 2001 - 2005
The Money Store 1997 - 2001
Skills
Commercial Lending, Loans, Commercial Mortgages, Small Business Lending, SBA, Asset Based Lending, SBA 504, Business Development, Credit, Commercial Banking, Credit Risk, Lines Of Credit, Credit Analysis, Portfolio Management, Loan Origination, Mortgage Lending, Banking, Underwriting, Small Business, Asset Management, Finance, Real Estate, Financial Analysis, Financial Structuring, Mortgage Banking, Consumer Lending, Cash Management, Cash Flow Lending, Real Estate Financing, Funding
Education
St. Mary's College of California 1977 — 1981
B.S., Business Administration & Economics
Archdiocese of Philadelphia February 2014 - Present
Saint Joseph Prep School April 2013 - February 2014
Wells Fargo Bank February 2000 - May 2013
Skills
Treasury Management, Commercial Banking, Banking, Cash Management, Credit, Payments, Internet Banking, ACH, Financial Analysis, Liquidity Management, Commercial Lending, Electronic Payments, Lines Of Credit, Small Business Lending, Credit Analysis, Merchant Services, Loans, Working Capital..., Retail Banking, Portfolio Management, Relationship Management, Treasury, Financial Services, Financial Institutions, Financial Risk, Debit Cards, Cross Selling, Payment Systems, Operational Risk, Banking Relationships, Operational Risk..., Accounting, Payment Card Processing, Electronic Funds..., KYC, Lockbox, Cards, Consumer Lending
Education
St. Joseph's University 1982 — 1986
BS, Marketing
Wells Fargo Equipment Finance September 2014 - Present
Wells Fargo Equipment Finance May 2013 - September 2014
Wells Fargo Home Mortgage August 2012 - May 2013
Wells Fargo Auto Finance October 2009 - August 2012
Wells Fargo Bank May 2007 - October 2009
Skills
Loans, Credit, Credit Analysis, Loan Origination, Mortgage Lending, Consumer Lending, Banking, Underwriting, Refinance, Relationship Management, Financial Services, Financial Analysis, Loss Mitigation, Risk Management, Loan Servicing, Financial Risk
Education
Saint Mary's University of Minnesota 2011 — 2015
Master of Business Administration (M.B.A.), Business/Commerce, General
St. John's University 1999 — 2003
Bachelor of Arts (B.A.), Business Administration and Management, General
Wells Fargo Bank January 2011 - Present
Wells Fargo Bank June 2007 - December 2010
EMPIRE BOOKS January 2005 - December 2007
Commerce Bank March 2003 - May 2007
Skills
Banking, Loans, Credit, Credit Analysis, Commercial Banking, Commercial Lending, Financial Analysis, Retail Banking, Mortgage Lending, Underwriting, Credit Risk, Financial Modeling, SBA, Investments, Consumer Lending, Cross Selling, Lines Of Credit, Mortgage Banking, Financial Services, Credit Cards, Small Business Lending, Loan Origination, Account Reconciliation, Relationship Management, Financial Risk, Finance
Education
Saint Joseph's University
Master of Business Administration, Management & Accounting
Temple University
Bachelor of Business Administration, Finance & Real Estate
GMAC ResCap Recovery SpecialistAltisource2012 - Present
Wells Fargo Bank February 1980 - April 2010
Skills
excellent customer...
Education
St. Joseph's University 1972 — 1976
Bachelor's degree, Education, 3.7
Wells Fargo Bank November 2011 - Present
Norfolk, VA April 1991 - October 2011
Skills
Certified Fraud Examiner
Education
Saint Leo University
Bachelor's degree, Criminology
The George Washington University
Master's degree, Criminology