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
Lifetime Images 2002 - Present
Johnson & Johnson 1991 - 2002
Uarco Business Forms 1989 - 1991
Enterprise Rent-A-Car 1986 - 1989
San Diego State University 1985 - 1988
Wells Fargo Bank 1985 - 1987
Skills
Marketing, Sales, Key Account Management, Contract Negotiation, Photography, Graphic Design, Training, Accounting, Leadership, Management, Account Management, Customer Service, Advertising, Marketing Strategy, New Business Development, Social Networking, Sales Management, Program Management, Social Media
Education
San Diego State University-California State University 1985 — 1989
Bachelor of Science, Business Administration/ Marketing, Minor in Economics
Alta Planning + Design May 2014 - Present
WalkSanDiego May 2013 - April 2014
WalkSanDiego May 2011 - April 2013
City of San Diego Redevelopment Agency July 2010 - May 2011
WalkSanDiego September 2010 - April 2011
Wells Fargo Bank March 2008 - July 2009
UC Davis Human and Community Development Dept January 2007 - December 2007
Skills
GIS, SPSS, Research, Program Evaluation, ArcGIS, Program Management, Community Outreach, Microsoft Office, Grant Writing, Data Analysis
Education
San Diego State University-California State University 2009 — 2011
Masters, City Planning
UC Davis 2003 — 2007
Bachelor of Science, Community and Regional Development
Wells Fargo Bank February 2014 - Present
IL Casaro Pizzeria April 2014 - Present
Vicoletto Restaurant January 2008 - Present
Wells Fargo January 2005 - 2011
Skills
Sales, Customer Service, Marketing Strategy, Marketing, Management, Finance, Banking, Credit, Loans
Education
San Diego State University-California State University
Bachelors of Science in Business Administration, International Business
Blue Wave Funding February 2013 - Present
Anchor Funding May 2012 - April 2013
Wells Fargo Bank December 2010 - August 2011
Skills
Mortgage Lending, Refinance, FHA, Loans, VA loans, Reverse Mortgages, Credit, Investment Properties, Real Estate, Foreclosures, Finance, Banking, Short Sales, Real Estate Transactions, Home Equity Lines of..., Cross Selling, Rates, Sales
Education
San Diego State University-California State University 1997 — 2001
Bachelor's degree, Finance
Rogers High School, Michigan city, Indiana 1975 — 1979
High Shcool Diploma, Business
Intertech Flooring August 2013 - Present
Sage Environmental Consulting August 2012 - May 2013
Highway Technologies June 2011 - October 2011
Escobedo Construction May 2005 - June 2011
Faulkner Construction March 2003 - May 2005
International Strand & Steel September 2001 - May 2003
Wells Fargo Bank 1991 - 1993
Skills
Legal Liability, Payroll, Financial Analysis, Construction, Financial Reporting, Financial Statements, GAAP, Treasury Management, Month End Close, Consolidated Financial..., Business Process..., Regulatory Requirements, Cash Management, Cash Flow Forecasting, Budget Forecasts, Financial Forecasting, Job Costing, WIP, Percentage of Completion, Fixed Asset Management, Fixed Asset Depreciation, Microsoft Excel, AIA billing, General Ledger, Commercial Insurance, Budgets, Finance
Education
San Diego State University-California State University 1984 — 1988
BS, Business Administration
Drawbridge Realty March 2013 - Present
BioMed Realty Trust, Inc. September 2005 - March 2013
U.S Bancorp June 2001 - September 2005
Wells Fargo Bank May 1998 - June 2001
Skills
Real Estate, Commercial Real Estate, Mergers & Acquisitions, Investment Properties, Portfolio Management, Negotiation, Finance, Entrepreneurship, Credit, Acquisitions, Capital Markets, Underwriting, Asset Management, Due Diligence
Education
San Diego State University-California State University 2004 — 2005
M.S.B.A., Finance
University of Southern California - Marshall School of Business 1994 — 1998
B.S., Business Administration
Cerner Corporation June 2012 - Present
Bally Total Fitness March 2011 - November 2011
First Associates Loan Servicing, LLC January 2009 - December 2010
Wells Fargo Bank October 2007 - December 2008
Student Loan Xpress September 2002 - October 2007
24 Hour Fitness/Family Fitness Centers January 1990 - June 2002
Skills
Asset Management, Mortgage, Loans, Banking, Leading Sales, Healthcare, Wellness, B2B Sales, Team Building, Education Finance, Fitness, New Business Development, Sales Recruitment, Business Networking, Strategic Partnerships, Strategic Leadership, Entrepreneurship, Managing High..., Credit Scoring, Underwriting
Education
San Diego State University-California State University 1989 — 1993
MBA, Finance / Marketing
University of Wisconsin-Madison 1986 — 1989
BA, English / History
Pacific Coast Financial Planning Group I Private wealth advisory practice of Ameriprise Financial June 2013 - Present
Fangman Financial Advisory Services June 2011 - May 2013
JPMorgan Chase March 2010 - June 2011
Wells Fargo Bank September 2006 - March 2010
Education
San Diego State University-California State University 2004 — 2008
BS, Business Administration
Ecole International Le Verseau- Brussels, Belgium
Torrey Pines High School
Webb & Bordson, APC May 2015 - Present
Webb & Bordson, APC May 2013 - May 2015
Thomas Jefferson School of Law August 2013 - December 2014
Wells Fargo Bank June 2008 - December 2011
Skills
Estate Planning, Loans, Credit, Consumer Lending, Customer Service, Employment Law, Finance, Leadership, Sales, Trials, Westlaw, Legal Research
Education
Thomas Jefferson School of Law 2012 — 2014
Juris Doctorate
San Diego State University-California State University 2006 — 2010
Bachelors, Criminal Justice
NCC Media May 2012 - Present
NCC Media May 2012 - Present
JLC Consultant Services January 2011 - May 2011
Wells Fargo Bank January 2007 - December 2009
Skills
Marketing, Direct Marketing, Social Media Marketing, Leadership, CRM, Management, Customer Service, Advertising, Online Advertising, Marketing Strategy, Account Management, Lead Generation, Marketing Communications, Advertising Sales, Integrated Marketing
Education
San Diego State University-California State University 2006 — 2011
Bachelor of Arts (B.A.), International Marketing
Universidad Católica de Avila
Wells Fargo Bank July 2015 - Present
Skills
Business Development, Payroll Services, Mortgage Lending, Loans, Strategic Partnerships, Sales, Banking, Management, Finance, Strategy, Start-ups, Leadership, Refinance, Investments, Credit, Marketing, Small Business, Team Building, Online Advertising, Portfolio Management, Mortgage Banking, Loan Origination, CRM, Cash Management, Strategic Planning, Credit Analysis, Budget, Forecasting, Retail Banking, Investment Properties, Online Marketing, Social Media, Marketing Strategy, New Business Development, Sales Management, Financial Analysis, Account Management, Training, Selling, Budgets, Recruiting, Management Consulting, Program Management, Business Strategy, Executive Management, Small Business Lending
Education
San Diego State University-California State University 1999 — 2002
MBA, Finance
University of California, Santa Barbara 1990 — 1995
BA, Physics & English (Double Major)
Escondido High School 1985 — 1989
High School
First Citizens Bank November 2009 - Present
Target July 2009 - January 2010
Wells Fargo Bank February 2005 - April 2009
Skills
Leadership, Credit, Coaching, Management, Customer Service, Sales, Finance, Risk Management, Banking, Retail Banking, Relationship Management, Business Analysis, Analysis, Commercial Banking, Commercial Lending, Sales Management, Business Development, Small Business Lending, Executive Management, Retail, Process Improvement, Loans, Credit Analysis, Financial Analysis, Team Building, Training
Education
University of Redlands 1997 — 2000
BS, Business
San Diego State University-California State University 1988 — 1992
Psychology, Social Science
NPHS 1980 — 1983
Wells Fargo February 2010 - Present
Wells Fargo Bank January 2008 - February 2010
Skills
Credit, Mortgage Lending, Commercial Lending, Banking, Credit Analysis, Refinance, Loan Origination, Wealth Management, Small Business Lending, Lines Of Credit, Investments, Private Banking, Commercial Banking, Portfolio Management, Consumer Lending, Underwriting, Series 7, Financial Analysis, Retail Banking, Treasury Management, Cash Management, Residential Mortgages, Mortgage Banking, Cross Selling, Customer Satisfaction, Retirement Planning, Loans, Commercial Mortgages
Education
San Diego State University-California State University 1999 — 2005
BA, International Business, Finance, French
California Republic Bank September 2013 - Present
Wells Fargo Bank August 2002 - September 2013
Wachovia Bank NA February 2007 - January 2009
Western Financial Bank April 2002 - February 2007
Downey Savings September 1998 - June 2000
Skills
Credit, Banking, Loans, Customer Service, Financial Analysis, Business Analysis, Cash Management, Commercial Banking, Microsoft Excel, Outlook, Portfolio Management, Real Estate, Sales, Team Building
Education
South Baylo University 2006 — 2011
MAOM, Acupuncture and Oriental Medicine
San Diego State University-California State University
Wells Fargo Bank March 2010 - Present
Central Pacific Bank July 2008 - February 2010
Northup Capital Group July 2004 - June 2008
Union Bank July 2001 - June 2004
Various Commercial Banks 1985 - 2001
Skills
FNRA Series 63 and 79..., Licensed California...
Education
San Diego State University-California State University 1998 — 2000
Master of Business Administration (MBA), Real Estate Emphasis, with Honors
University of Tulsa 1982 — 1984
Bachelor of Science (BS), Business Administration - Finance, Magna Cum Laude
Wells Fargo July 2013 - Present
Wells Fargo Bank September 2008 - July 2013
Pageantry Mortgage, LLC - Joint Venture of Wells Fargo Home Mortgage September 2002 - September 2008
Skills
Banking, Loans, Commercial Lending, Credit, Credit Analysis, Commercial Banking, Mortgage Lending, Small Business Lending, Sales, Consumer Lending, Mortgage Banking, Lines Of Credit, Loan Origination, Refinance, Treasury Management
Education
San Diego State University-California State University 2000 — 2002
BS, Business - Finance
San Joaquin Delta College 1998 — 2000
AA, Business
Go Factory, Inc. March 2015 - Present
DigiBuro June 1997 - Present
Facebook June 2014 - April 2015
LearnComputer March 2010 - August 2014
Prezi February 2014 - May 2014
FactorLab, Inc. February 2013 - January 2014
Go Factory July 2012 - October 2013
BBII September 2012 - February 2013
Framehawk Inc. October 2011 - September 2012
Wells Fargo Bank October 2010 - August 2011
Skills
Software Engineering, Eclipse, Tomcat, Perl, Linux, XML, Unix, Java Enterprise Edition, Java, Mobile Applications, REST, UML, Android, Web Services, Agile Methodologies, Hibernate, PostgreSQL, Objective-C, Databases, Integration, Subversion, OOP, C++, Software Design, Open Source, MySQL, C, Solaris, Amazon Web Services..., iPhone development, SNMP, JavaScript, Struts, TCP/IP, J2EE, J2EE Architecture, Google App Engine, JBoss, Python, Qt, Unix Software, GWT, Amazon Web Services, Linux development, Drools, Security Clearance, Node.js, Salesforce.com..., Erlang, Riak
Education
San Diego State University-California State University
BS, Computer Science
San Diego Wealth Management January 2010 - Present
H&R Block January 2009 - April 2010
Wells Fargo Bank January 2008 - December 2008
E Real Estate & Loans October 2005 - December 2007
Skills
Financial Planning, Microsoft Office, Customer Service, Finance, Microsoft Excel, Management, Leadership, Portfolio Management, Microsoft Word, Retirement Planning, Financial Analysis
Education
San Diego State University-California State University 2009 — 2010
Executive Financial Planning Program
University of California, San Diego 1999 — 2004
BA, Interdisciplinary Computing in the Arts Major (ICAM)
Oceanside Valley Little League March 2010 - Present
Thrivent Financial November 1992 - Present
Oceanside Chamber of Commerce 2010 - Present
Rotary Club of Fallbrook September 2009 - January 2015
Servant Leadership Institute 2011 - 2012
NAIFA December 2004 - June 2007
Wells Fargo Bank October 1988 - August 1992
Skills
Leadership, Public Speaking, Fundraising, Team Building, Nonprofits, Customer Service
Education
Bonita Vista High School 1984 — 1987
High School Diploma, 10th-12 grade
University of San Diego 1991 — 1992
Bachelors, Business Admin--Finance
Southwestern Community College 1989 — 1991
A.A., Business
San Diego State University-California State University 1987 — 1991
Business Finance
Strategic Coach 2006 — 2011
University of Southern California January 2014 - Present
DecalGirl March 2013 - November 2013
Career Step June 2012 - December 2012
The Art Institute of Salt Lake City January 2012 - June 2012
University of Utah Athletic Department August 2011 - January 2012
Brooklyn Nets June 2011 - August 2011
Wells Fargo Bank August 2007 - May 2011
Utah Jazz September 2010 - April 2011
Times Square Alliance May 2010 - August 2010
Campbell Publicity LLC October 2009 - January 2010
Skills
Social Media, Event Marketing, Game Operations, Microsoft Office, Sports Marketing, Sales Process, Customer Service, Customer Experience, Sound Editing, Basic Photoshop, Event Planning, Game Day Operations, Promotions, Salesforce.com, Analytics, Peer-to-peer, Grassroots Marketing, Guerrilla Marketing, Training, Sports, Sales, Licensing, Voice Overs, Financial Statement..., Statistical Data..., Public Relations, Marketing Strategy, SPSS, Minitab, XL Miner, Scarborough Research, Hootsuite, Sponsorship Navigator, Leadership, Digital Media, Advertising, CRM, Management, Time Management, Competitive Analysis, Voice Over
Education
San Diego State University-California State University 2012 — 2014
Master of Business Administration (MBA), Sports
University of Utah - David Eccles School of Business 2007 — 2011
Bachelor of Science, Marketing
Brighton High School 2000 — 2005
High School Diploma
American Capital Home Loans February 2015 - Present
Wells Fargo June 2012 - January 2014
Bank of America September 1999 - June 2001
Wells Fargo February 1999 - September 1999
Wells Fargo Bank February 1997 - February 1999
Wells Fargo Bank August 1996 - February 1997
Wells Fargo Bank February 1994 - August 1996
Skills
Mortgage Lending, Commercial Banking, Credit, Investments, Portfolio Management, CRM, Business Development, Financial Analysis, Cash Management, Financial Services, Account Management, B2B, B2C, Solution Selling, Strategic Partnerships, Sales, Marketing, Management
Education
San Diego State University-California State University 1990 — 1995
Bachlor of Science in Business Administration
First Republic Bank December 2002 - Present
First National Bank of San Diego April 2001 - September 2002
Wells Fargo Bank March 1992 - June 2000
Skills
Corporate Finance, Commercial Banking, Treasury Management, Investment Banking, Commercial Mortgages, Commercial Lending, Mortgage Lending, Corporate Lending, Banking, Cash Management, Loans
Education
San Diego State University-California State University 1987 — 1992
Finance
Wells Fargo, WF Virtual Channel October 2013 - Present
Wells Fargo March 2012 - October 2013
Wells Fargo Bank, Wholesale Banking Division March 2010 - March 2012
Wells Fargo Home Mortgage September 2001 - September 2009
Wells Fargo Home Mortgage September 1999 - January 2001
Wells Fargo Bank August 1998 - September 1999
Wells Fargo Bank November 1996 - August 1998
Wells Fargo Mortgage January 1995 - September 1995
Wells Fargo Mortgage January 1994 - January 1995
Wells Fargo Mortgage September 1990 - January 1994
Skills
Cross-functional Team..., Contract Management, Process Improvement, Business Process..., Strategy, Sales, Banking, Analysis, Management, Mergers, Project Management, Portfolio Management, Financial Services, Risk Management, Loans
Education
San Diego State University-California State University 1975 — 1984
Business, Organizational Management
Union Bank May 2008 - Present
Union Bank March 2005 - May 2008
Union Bank February 2003 - February 2005
Wells Fargo Bank October 2001 - February 2003
Skills
Financial Analysis, Finance, Business Analysis, Business Development, Commercial Lending, Asset Based Lending, Cash Flow Lending, Real Estate Lending, C&I Lending, Small Business Lending, Financial Risk, Credit Risk, Risk Analysis, Risk Management
Education
San Diego State University
Planned Parenthood of the Pacific Southwest August 2012 - Present
LPL Financial January 2012 - August 2012
Wells Fargo Bank June 2009 - December 2010
Wells Fargo Bank January 2009 - June 2009
Wells Fargo Bank January 2007 - January 2009
Banamex / Citibank May 2005 - December 2006
Latin America Enterprise Fund August 2002 - September 2004
Bancomext April 1999 - May 2000
Education
San Diego State University-California State University 2009 — 2011
MBA, Management
Universidad Nacional Autonoma de Mexico 1998 — 2004
B.Sc., Industrial Engineering
Union Bank January 2014 - Present
Union Bank October 2012 - January 2014
Union Bank July 2010 - October 2012
Wells Fargo Bank April 2010 - July 2010
Wachovia, A Wells Fargo Company March 2008 - April 2010
Citibank November 2002 - February 2008
Skills
Small Business Lending, Consumer Lending, Loans, Commercial Lending, Credit, Mortgage Lending, Banking, Commercial Banking, Retail Banking, Credit Analysis, Wealth Management, Lines Of Credit, Investments, Life Insurance, Fixed Annuities, Variable Annuities, Long Term Care Insurance, Notary Public, NMLS Licensed, Finance, Financial Analysis, Sales, Cross Selling, Portfolio Management, Financial Risk
Education
San Diego State University-California State University 1990 — 1994
Bachelor of Science (BS)
First Citizens Bank August 2009 - Present
IronStone Bank 2003 - 2009
Wells Fargo Bank April 1988 - March 2003
Bank of America 1982 - 1988
Skills
Commercial Lending, Lines Of Credit, Financial Services, Retirement Planning, Commercial Mortgages, Cash Management, Small Business Lending, Sales Management, Loans, Retail Banking, Consumer Lending, Risk Management, Sales, Underwriting, Credit Analysis, Credit, Banking, Mergers & Acquisitions, Business Development, Loan Origination, Financial Analysis, Commercial Banking, Mortgage Banking, Insurance, Portfolio Management, Finance, Treasury Management, Mortgage Lending, Investments, Credit Risk, New Business Development, Human Resources, Treasury Services, Asset Based Lending, Relationship Management, SBA, Cross Selling, Wealth Management, Refinance
Education
San Diego State University-California State University 1979 — 1982
BS, Communication, Advertising/Journalism
Willow Glen Neighborhood Association February 2012 - August 2013
REI January 2000 - May 2011
Silicon Valley Bicycle Coalition September 2009 - April 2011
Imperial Bank 1997 - 1998
Wells Fargo Bank June 1993 - 1996
The Henley Group May 1987 - September 1990
Kyocera International Inc. February 1983 - May 1987
Skills
Community Outreach, Public Speaking, Non-profits, Social Media, Leadership, Event Planning, Blogging, Fundraising, Policy, Community Development, Volunteer Management, Management, Policy Analysis, Public Relations, Writing, Online Marketing, Spanish, Public Policy, Building Coalitions, Donor Development, MySQL, Press Releases, Social Networking, Marketing Communications, Event Management, Grant Writing, Experienced Business..., Banking, Wordpress, Drupal, PHP, Government Relations, Excel, Teaching, Community Engagement, GIS, Data Analysis, Political Campaigns, Business Analysis..., Stakeholder Workshops, GIS systems, Japanese, HTML, Strategic Communications, Media Relations, Startup Development
Education
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS) 1991 — 1992
MPIA, International Business Management and International Relations
Golden State Aviation
Private Pilot License, Single engine - VFR
San Diego State University-California State University
BS, Business Administration
Waseda University
History, Economics, Asian Studies
California Bank & Trust March 2008 - Present
Wells Fargo Bank January 2005 - February 2008
Skills
Sales, Customer Service, Team Management
Education
San Diego State University-California State University
Bachelor of Arts Degree, International Business emphasis in Management and Spanish
Cuyamaca College
Associate of Arts Degree, International Business
Universidad Autónoma de Guadalajara
Spanish
CA state water resources control board October 2004 - Present
Wells Fargo Bank July 1988 - August 1990
Chevron 1979 - 1983
Skills
Environmental Policy, Ecology, Water Resources, Fisheries, Environmental Awareness, Grant Writing, Community Outreach, Marine Biology, Non-profits, Research, Fundraising, Sustainability
Education
University of California, Davis 1995 — 1999
MS, Environmental Economics
University of California, Davis 1992 — 1995
MS, Ecology- Environmental Policy
San Diego State University-California State University 1977 — 1979
MS, Geology
University of California, Los Angeles 1973 — 1977
BS, Geology
LPL Financial April 2013 - Present
LPL Financial July 2011 - April 2013
Wells Fargo Bank August 2006 - July 2011
Wells Fargo Bank January 2000 - August 2006
Wells Fargo Bank July 1994 - August 2000
Education
University of San Diego 2001 — 2005
MBA, Marketing
San Diego State University-California State University 1989 — 1989
Bachelor, Marketing
JP Morgan Chase 2010 - March 2014
Bank of America 2007 - 2010
Wells Fargo Bank 2002 - 2007
Skills
Credit, Loans, Small Business Lending, Commercial Banking, Commercial Lending, Real Estate Financing, Sales, Banking, New Business Development, Finance, Cash Management, Financial Services, Treasury Management, Cross Selling, Credit Analysis, Mortgage Lending, Portfolio Management, Consumer Lending, Relationship Management, Underwriting, Lines Of Credit, Loan Origination, Asset Based Lending, Mortgage Banking
Education
San Diego State University-California State University 1998 — 2003
BA, Communication
First National Bank of Northern California October 2007 - Present
Pacific Coast Bankers' Bank June 2004 - October 2007
Aegis Mortgage Lending January 2003 - May 2004
First Franklin Funding January 2002 - December 2002
Wells Fargo Bank July 1996 - December 2001
Skills
Commercial Lending, Credit Analysis, Finance, Accounting, Customer Service, Microsoft Excel, Financial Statements, Negotiation, Pricing, Marketing, Funding, Microsoft Word, Microsoft Office, Executive Management, Networking, Research, Software Documentation, Workshop Facilitation, Strategy, Spanish, Portfolio Management, Commercial Banking, Mortgage Lending, Lines Of Credit, Loans, Credit, Banking, Financial Analysis
Education
San Diego State University-California State University
Bachelor's Degree, Finance, Real Estate
San Francisco State University, College of Business
MBA, Finance, Intl. Business
Banc of California April 2015 - Present
Comerica Bank Wealth Management Group February 2013 - December 2014
U.S. Bank The Private Client Group December 2009 - February 2013
City National Bank Entertainment Division March 2006 - April 2009
City National Bank July 2004 - March 2006
City National Bank June 2002 - July 2004
Preferred Bank September 2001 - June 2002
Emblaze Systems/WebRadio.com October 2000 - June 2001
City National Bank December 1998 - October 2000
Wells Fargo Bank 1997 - 1998
Skills
Consumer Lending, Home Equity Loans, Home Equity Lines of..., Deposits, Non-profits, Credit, Mortgage, New Business Development, Mortgage Lending, Refinance, Real Estate, Mortgage Banking, Investment Properties, Loan Origination, Investments, Banking, Portfolio Management, Loans, Commercial Banking, FHA, Finance, Nonprofits, Business Development, Sales, Wealth Management, Financial Services, Commercial Lending
Education
University of California at Santa Barbara 1989 — 1992
B.A., History
San Diego State University-California State University 1987 — 1989
Transfer, General Study
Crossroads 1983 — 1987
Diploma, General
Southland EDC May 2014 - Present
First Citizens Bank June 2012 - May 2014
Indyme Solutions October 2011 - June 2012
Business Development Consultant December 2009 - September 2011
Wells Fargo Bank March 2008 - July 2009
Wells Fargo Bank April 2006 - March 2008
Wells Fargo Bank June 2004 - April 2006
University of Phoenix 2003 - 2004
High-Tech Institute 2002 - 2003
Pac-West Telecomm 1997 - 2001
Skills
Lean Sigma Certification, Account Management, Team Building, Strategic Planning, Sales Management, New Business Development, Team Leadership, Training, Contract Negotiation, Business Strategy, Negotiation, Solution Selling, B2B, Strategic Partnerships, Sales Process, Business Development, Cloud Computing, Social Networking, Retail Banking, Asset Based Lending, Commercial Lending, credit, Commercial Banking, Strategic Selling, Sales, Banking, Credit, Program Management, Salesforce.com, Strategy, Leadership, Process Improvement
Education
San Diego State University-California State University 1994 — 1999
BA, Communications w/ Emphasis in International Business Studies
Logical Clean Air Solutions October 2012 - Present
Wells Fargo Bank January 2010 - October 2012
Logical Clean Air Solutions February 2007 - December 2009
US Department of Commerce, NTIA December 2005 - January 2007
Education
San Diego State University-California State University 2007 — 2009
Bachelor, Business Administration emphasis on International Business
Wells Fargo Bank, NA January 2014 - Present
The Muller Company January 2010 - July 2013
Wells Fargo Bank 2005 - 2009
Wells Fargo Bank 1997 - 2004
Wells Fargo Bank 1996 - 1997
Wells Fargo Bank 1995 - 1996
First Interstate Bank 1992 - 1996
First Interstate Bank 1992 - 1996
Wells Fargo Bank 1992 - 1995
Skills
Credit Analysis, Loans, Portfolio Management, Financial Analysis, Asset Management, Financial Modeling, Real Estate Economics, Real Estate, Mergers & Acquisitions, Structured Finance, Management, Underwriting
Education
William & Mary 1981 — 1985
B.B.A, Finance and Management
Commercial Credit Training
San Diego State University-California State University
M.B.A, Real Estate and Finance
Wells Fargo May 2015 - Present
Wells Fargo Bank August 2000 - April 2015
Education
San Diego State University-California State University
BA
Goldman Sachs April 2015 - Present
Wells Fargo November 2014 - April 2015
Wells Fargo August 2012 - November 2014
Wells Fargo Bank September 2009 - July 2012
Citi April 2008 - September 2009
Washington Mutual July 2007 - April 2008
Washington Mutual August 2002 - June 2007
Washington Mutual December 2000 - August 2002
Education
San Diego State University-California State University 2002 — 2007
BA, Psychology
Universidad Antonio de Nebrija 2005 — 2005
Semester Abroad, Spanish
Citi July 2014 - Present
Guaranteed Rate August 2013 - July 2014
Bank of America January 2009 - July 2013
Wells Fargo Home Mortgage July 2001 - January 2009
Bank of America Home Loans June 1995 - July 2001
Wells Fargo Bank January 1989 - July 1995
Skills
Mortgage Lending, Refinance, Mortgage Banking, Loans, Loan Origination, Residential Mortgages
Education
San Diego State University-California State University 1986 — 1990
Financial Services
Enterprise Rent-A-Car February 2008 - May 2010
Wells Fargo Bank December 2005 - April 2006
Sears, Roebuck and Co. August 2004 - August 2005
Gottschalks August 2002 - August 2004
Cafe 601 May 2001 - May 2004
Education
San Diego State University-California State University 2005 — 2007
Segmation, LLC (www.segmation.com) January 1998 - Present
Spirit of the Fourth, Inc. January 2011 - Present
San Diego Gas & Electric June 2011 - July 2012
Interfaith Community Services September 2010 - June 2011
Carollo Engineers March 2006 - July 2009
CMG Mortgage August 2004 - March 2006
First Horizon Home Loans January 2003 - August 2004
Wells Fargo Auto Group Commercial Lending department January 2002 - January 2003
Wells Fargo Bank January 2002 - January 2003
Charles Schwab & Co, Inc January 2000 - January 2002
Skills
Microsoft Office, Microsoft Excel, Access, Project Management, Visio, Outlook, Strategic Planning, Microsoft Word, Customer Service, Research, Training, PowerPoint, Team Building, Budgets, Human Resources, Analysis, Data Analysis, Accounting, Management, Contract Management, Construction, Nonprofits, Program Management, Marketing, Blogging, Social Media, Social Media Marketing, Social, Social Networking, Social Media..., Email Marketing, Time Management, Databases, Leadership, Software Documentation, Art, Fundraising, Event Planning, Advertising, Project Planning
Education
San Diego State University-California State University 2012 — 2013
Marketing and Media
THE NATIONAL CENTER FOR PARALEGAL TRAINING 1991 — 1992
A.B.A, Post
PURDUE UNIVERSITY
Bachelor of Science, Mathematics
Wyoming High School
Wells Fargo Bank April 2011 - Present
Ascend May 2010 - Present
Bay Bio Institute January 2008 - January 2013
Comerica August 2000 - April 2011
Union Bank 1991 - 1999
Skills
Life Sciences, Commercial Banking, Technology, Venture Capital, Commercial Finance, Asset Based Lending, New Business Development, Due Diligence, Lifesciences, Strategy, Entrepreneurship, Mergers & Acquisitions, Leadership, Biotechnology, Loans, Relationship Management, Private Equity
Education
San Diego State University-California State University 1989 — 1990
MBA, Finance
San Francisco State University 1985 — 1989
BA, Economics
Wells Fargo October 2014 - Present
Union Bank May 2013 - Present
Wells Fargo Bank 2010 - May 2013
Silicon Border 2009 - 2009
Skills
Banking, Commercial Banking, Credit, Loans, Commercial Lending, Mortgage Lending
Education
San Diego State University-California State University 2008 — 2010
International Business, International Business
Wells Fargo Bank 2004 - Present
Bank of America April 1989 - May 2004
Skills
Database Marketing, Credit, Mortgage Lending, Segmentation, Financial Services, Banking, Cross Selling, Analytics, Relationship Management, Customer Acquisition, Portfolio Management, Credit Cards, Mortgage Banking, Loans, Direct Marketing
Education
San Diego State University-California State University 1984 — 1987
Bachelor of Science (BS), Business Administration - Marketing
La Jolla High School 1981 — 1983
BBVA Compass February 2014 - Present
Banco Popular North America April 2011 - November 2013
San Diego County Credit Union November 1997 - January 2011
Wells Fargo Bank March 1996 - November 1997
Wells Fargo Bank March 1992 - February 1996
Skills
Loans, Banking, Compliance, Cross Selling, Policy, Consumer Lending, Investments, Credit, Sales, Branch Banking, Portfolio Management, Deposits, Mortgage Lending, Commercial Banking, Credit Unions, Mortgage Banking, New Business Development, Loan Origination, Retail Banking, Customer Service, Wealth Management, Lines Of Credit, Residential Mortgages, Finance, Branch Management, Private Banking, Refinance, Bank Secrecy Act, Relationship Management, Credit Cards, Financial Services
Education
San Diego State University-California State University 1980 — 1983
B.S., Business Administration
Christian Brothers College, Pretoria South Africa
Matriculation Certificate, Academic Curriculum
Ask Jac, Inc. Independent Owner/Operator Huntington Learning Center June 2015 - Present
Ask Jac, Inc. April 2015 - Present
Bonsall Parent Foundation September 2010 - August 2011
Bonsall West PTA September 2008 - August 2010
Wells Fargo Bank May 1992 - April 2007
Skills
Classroom, Fundraising, Nonprofits, Strategic Planning, Accounting, Budgets, Business Strategy, Business Planning, Change Management, Financial Analysis, Financial Reporting, Managerial Finance, Microsoft Office, Strategy, Mergers, Sales, Investments, Management, Public Speaking, Social Media, Team Building
Education
San Diego State University-California State University 1990 — 1992
BSBA Finance with Emphasis in Financial Services, Personal taxes, corp. taxes, accounting, investments, risk management and more
University of Oregon 1984 — 1986
Bachelor of Business Administration (B.B.A.), Accounting
San Diego County Credit Union April 2014 - Present
Better Business Bureau August 2013 - April 2014
Better Business Bureau January 2011 - July 2013
Wells Fargo Bank June 2009 - January 2011
Wells Fargo Financial October 2008 - June 2009
Skills
Financial Analysis, Social Media, Professional..., Customer Service, Sales, Microsoft Office, Finance, Research, Loans, Nonprofits, Public Speaking, Microsoft Excel, Microsoft Word, Business Development, Banking
Education
San Diego State University-California State University 2003 — 2008
Bachelor’s Degree, Economics
Starwood Hotels & Resorts Worldwide, Inc. September 2015 - Present
Hyatt Hotels Corporation May 2015 - September 2015
Starwood Hotels & Resorts Worldwide, Inc. June 2014 - May 2015
Starwood Hotels & Resorts Worldwide, Inc. October 2012 - May 2014
Abercrombie & Fitch June 2011 - June 2012
MetLife August 2010 - May 2011
Mr Youth August 2010 - May 2011
Wells Fargo Bank April 2009 - June 2010
Skills
Social Media, Social Media Marketing, Social Networking, Marketing, Facebook, Leadership, Sales, Marketing Strategy, Customer Service, Hospitality, Advertising, Marketing Communications, Market Research, Customer Satisfaction, Hospitality Management, Hotel Management
Education
San Diego State University-California State University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Marketing
Comprehensive Surgical Services, Inc February 2014 - August 2015
Aramark Uniform Services November 2011 - January 2014
24 Hour Fitness June 2011 - November 2011
San Diego State University August 2009 - May 2011
San Diego Chargers Football Co. May 2010 - January 2011
Lacoste July 2009 - December 2010
Wells Fargo Bank September 2007 - August 2008
Skills
Athletic Training, Cpr Certified, Athletics, Sports, Rehabilitation, AED, First Aid, Exercise Physiology, Customer Service, Sales, Public Speaking, Microsoft Excel, PowerPoint, Kinesiology, Social Media, Microsoft Word, Sports Management, Microsoft Office, Fitness, Medical Terminology, Medical Devices, Physical Therapy, Outstanding people..., Cold Calling, Sales Operations, Personal Training, Cross-functional Team..., Data Mining, Data Analysis, Customer Acquisition, Strategic Partnerships, Corporate Communications, Business Strategy, Strategic Planning, Sales Presentations, Customer Engagement, Business Analysis, Team Leadership, Outside Sales, Fitness Training, Weight Training, Health Promotion, Inside Sales, B2B, Qualifying Prospects, Salesforce.com, Sales Process, Orthopedic, Coaching, Strength Training
Education
San Diego State UniversityClass of 2011 2009 — 2011
Bachelors of Science degree, Kinesiology
San Diego State University-California State University 2009 — 2011
Bachelor's degree, Kinesiology and Exercise Science
Wells Fargo Bank 1992 - 2014
Great American Bank 1991 - 1992
U.S. Dept of Treasury, Office of Thrift Supervision 1987 - 1990
Bank of America 1985 - 1987
Skills
Real Estate, Portfolio Management, Commercial Lending, Risk Management, Credit, Training, Loans, Sales, Credit Risk, Foreclosures, Negotiation, Finance, Commercial Mortgages, Management, Commercial Real Estate, Analysis, Investment Properties, Financial Services, Securities, Mortgage Lending, Banking, Underwriting, Loan Origination, Commercial Banking, Small Business Lending, Real Estate Economics, Mortgage Banking, Treasury Management, Real Estate Financing
Education
San Diego State University-California State University
Bachelor's Degree, Economics
University of Washington Graduate School of Business
Certificate, National Graduate School of Banking
Emmis Communications March 2011 - Present
Clear Channel Communications May 2010 - September 2010
White Door Entertainment January 2008 - January 2010
Wells Fargo Bank January 2008 - May 2009
KFMB May 2007 - September 2007
JC Resorts July 2001 - September 2006
Skills
Marketing, Advertising, Radio Advertising, Online Marketing, Online Advertising, Digital Media, Marketing Strategy, Sales, Sponsorship, Social Media Marketing, Event Planning, Social Networking, Radio, Facebook, Event Management, New Business Development, Sales Management, Management, Customer Service, Account Management, Email Marketing, Product Marketing, Process Scheduler
Education
San Diego State University-California State University 2007 — 2010
BS, Business Management
Lonny Lu September 2012 - Present
The Whaley House Museum April 2008 - Present
Mission Federal Credit Union July 2005 - Present
Point Loma Credit Union February 2005 - July 2005
PETCO Animal Supplies, Inc. January 2004 - February 2005
Wells Fargo Bank July 2000 - December 2004
Skills
Banking, Credit, Loan Origination, Finance, Real Estate, Training, New Business Development, Negotiation, Loan Servicing, Small Business Lending, Financial Risk, Residential Mortgages, Vendor Management, Budgets, Data Entry, Investments, Time Management, Commercial Banking, Coaching
Education
San Diego State University-California State University 2005 — 2005
Certificate, Supervisory Series
Wells Fargo May 2014 - Present
Vino Vargas March 2012 - Present
Wells Fargo November 2012 - May 2014
Wells Fargo March 2009 - November 2012
CT Summation May 2007 - March 2009
Wells Fargo Bank January 2004 - April 2007
MarketSphere, Inc January 2001 - January 2002
Skills
Marketing, Web Content Management, Integration, Salesforce.com, Sales, Lead Generation, Account Management, Customer Service, Sales Management, Strategic Planning, Budgets, New Business Development, SaaS, Product Management, Project Management, Marketing Strategy, Analytics, Contract Negotiation, Business Development, Strategic Partnerships, Sales Operations, Management, Enterprise Software, Selling, Marketing Communications, Forecasting, CRM, Sales Process
Education
Golden Gate University
Masters, Business Administration
San Diego State University-California State University
Bachelor's degree, International Business with emphasis in Marketing and Latin America
SOJOURN - Sports & Entertainment Travel Management May 2015 - Present
F.C. BAFA January 2009 - Present
VIVA Transcription Corporation September 2008 - January 2015
Biking Buenos Aires .com September 2010 - October 2011
Wells Fargo Bank May 2003 - November 2007
Alpha Kappa Psi - Mu Sigma Chapter May 2006 - December 2006
Skills
Customer Service, Emotional Intelligence, Spanish, Marketing, Public Speaking, Sales, Social Media Marketing, Event Planning, Business Development, Creative Direction, Marketing Communications, Social Media, Leadership Development, Event Management, Leadership, Coaching, Start-ups, Entrepreneurship, Market Research, Online Advertising, Small Business, Photography, Facebook, Email Marketing, Online Marketing, Marketing Strategy, Social Networking, Management, Training, Time Management, SEO
Education
University of California, Los Angeles 2007 — 2007
TESL Ceritification, English as a Second Language
San Diego State University-California State University 2002 — 2007
Bachelor's of Liberal Arts & Sciences, Industrial/ Organizational Psychology
Mt.Carmel HS
Wells Fargo April 2015 - Present
Wells Fargo Bank April 2012 - Present
Wells Fargo 2007 - 2014
Wells Fargo Bank January 2011 - March 2012
Wells Fargo Bank June 2010 - December 2010
Wells Fargo Bank November 2008 - May 2010
Wells Fargo Bank May 2008 - October 2008
Wells Fargo Bank March 2007 - April 2008
Skills
Loans, Credit, Mortgage Lending, Banking, Consumer Lending, Small Business Lending, Credit Analysis, Lines Of Credit, Cross Selling, Loan Origination, Mortgage Banking
Education
San Diego State University-California State University 2006 — 2010
BA, Communications - Public Relations
Terra Nova High School 2002 — 2006
QueensCare and QueensCare Health Centers July 2009 - Present
QueensCare 2006 - 2009
QueensCare 1999 - 2006
Wells Fargo Bank March 1978 - March 1993
Skills
Healthcare, Public Speaking, Program Development, Non-profits, Public Health, Nonprofits, Leadership, Public Relations, Negotiation, Contract Negotiation, Budgets, Marketing Communications, Executive Management, Community Outreach, Strategic Planning, Fundraising, Policy, Organizational..., Team Building, Program Management, Operations Management, Process Improvement, Grant Writing, Leadership Development, Government, Community Development, Proposal Writing, Volunteer Management, Strategy, Grants, Small Business, Workshop Facilitation, Philanthropy, Program Evaluation, Strategic Partnerships, Mergers & Acquisitions, Management Consulting, Conflict Resolution
Education
University of Southern California - Marshall School of Business 1982 — 1984
MBA, Accounting & Finance
San Diego State University-California State University 1973 — 1976
BS, Business Management
Union Bank October 2012 - Present
Wachovia, A Wells Fargo Company April 2010 - September 2012
Wells Fargo Bank August 2007 - April 2010
Wells Fargo August 2005 - August 2007
Skills
Microsoft Office: Word,..., PowerPoint, Customer Service, Outlook, Financial Analysis, Customer Satisfaction, Training, Sales, Microsoft Excel, Account Management, Team Building, Team Leadership, Operations Management, Credit, Business Development, New Business Development, Project Planning, Banking, Software Documentation, Cross Selling, Public Speaking, Loans, Sales Management, Financial Services
Education
San Diego State University-California State University
Business, Management, Marketing, and Related Support Services
Southwestern College
Associate's degree, Business Administration and Management, General
Wells Fargo April 2012 - Present
Wells Fargo Bank September 2006 - April 2012
Skills
Commercial Banking, Working Capital Control, Financial Risk..., Small Business Lending, Credit, Commercial Lending, Loans, Commercial Mortgages, Consumer Lending, Risk Management, Loan Origination, Relationship Management
Education
San Diego State University-California State University 2006 — 2010
Bachelor's degree, Public Administration, 3.3
Wells Fargo, the #1 SBA Lender in the Nation March 2014 - Present
Tri Counties Bank September 2011 - March 2014
Wells Fargo Bank September 2008 - September 2011
Wells Fargo Retail Services, Inc. May 2005 - September 2008
Wells Fargo Financial February 2002 - May 2005
Skills
Business Development, Commercial Lending, Underwriting, Credit Analysis, Financial Analysis, Relationship Management, Commercial Banking, Portfolio Management, Small Business Lending, Consumer Lending, Loan Origination, Credit, Banking, Management, Lines Of Credit, Loans, Real Estate, Cash Management, Commercial Mortgages, Asset Based Lending, SBA, Refinance, Commercial Real Estate, Construction Loans, Treasury Management, Investment Properties, Financial Risk, Cross Selling, Credit Risk, Finance, Real Estate Financing, Risk Management, Cash Flow, Commercial Finance, Real Estate Transactions, Small Business
Education
San Diego State University-California State University 1998 — 2001
B.A.
Mount San Antonio College 1995 — 1998
A.A.
Guardian Mortgage Company, Inc. June 2015 - Present
Nationstar Mortgage December 2012 - February 2015
Nationstar Mortgage October 2010 - December 2012
Fannie Mae January 2004 - October 2010
Fannie Mae January 2001 - December 2004
Fannie Mae January 1997 - January 2001
Fannie Mae February 1993 - January 1997
Lomas Mortgage January 1991 - January 1993
Wells Fargo Bank January 1987 - January 1991
Skills
Mortgage Lending, Portfolio Management, Mortgage Banking, Capital Markets, Loans, Risk Management, Credit, Loan Servicing, Residential Mortgages, Investor Relations, Banking, Financial Risk, Investors, Financial Analysis, Secondary Mortgage..., Regulatory Compliance, Corporate Governance, Sales Management, Loan Origination, Loss Mitigation, Credit Risk, Finance, Financial Services
Education
The University of Texas at Arlington 2001 — 2004
MBA, Finance and Real Estate
San Diego State University-California State University 1986 — 1989
BS, Finance
SMU - Southwest Graduate School of Banking
Executive Banking Program (Year 1)
Wells Fargo October 2014 - Present
Wells Fargo March 2013 - October 2014
Wells Fargo Bank August 2010 - March 2013
Wells Fargo Bank August 2006 - October 2010
Skills
Customer Service, Banking, Management, Microsoft Excel, Sales
Education
San Diego State University-California State University 2005 — 2007
Bachelor of Arts, Communication
Google December 2014 - Present
Google December 2013 - Present
California Hedge Fund Association (CHFA) August 2014 - Present
Harris myCFO September 2013 - December 2013
CFA Institute June 2012 - December 2013
Wells Fargo July 2011 - July 2013
Wells Fargo Bank July 2011 - July 2013
Bainbridge Capital March 2011 - June 2011
MetLife January 2010 - March 2011
Financial Planning Association, San Diego State University October 2009 - December 2010
Skills
Investments, Strategic Financial..., Asset Allocation, Portfolio Management, Financial Analysis, Entrepreneurship, Financial Planning, Analysis, Finance, Economic Research, Trading, Trading Systems, Statistics, Data Mining, Retirement, Estate Planning, Google Adwords, Google Docs, Google Analytics, Google Apps, Google+, SQL
Education
San Diego State University-California State University 2007 — 2011
Bachelor of Science, Finance and Bachelor of Arts, Economics, Cum Laude
Jules and Associates July 1998 - Present
Astra Zeneca January 1995 - June 1998
Fleet Bank January 1993 - January 1995
Wells Fargo Bank August 1988 - November 1992
Skills
Contract Negotiation, Financial Services, Mortgage Lending, Real Estate
Education
San Diego State University-California State University 1984 — 1988
School of applied arts and sciences, Finance
California Coast Credit Union September 2013 - Present
City of Escondido December 2012 - May 2013
Wells Fargo Bank May 2009 - December 2011
University of San Diego Club Baseball September 2008 - June 2010
Skills
Event Planning, Social Media, Facebook, Sports Marketing, Social Media Marketing, Sponsorship, Spanish, Coaching, Public Speaking, Public Relations, Fundraising, Community Development, Sales, Program Management, Marketing, PowerPoint, Event Management, Market Research, Marketing Strategy, Marketing Communications, Advertising, Research, Media Relations, Strategy, Sports Management, Strategic Planning, Account Management, Management, Data Analysis, Teamwork, Online Marketing, Team Leadership, Nonprofits, Leadership, Brand Management, Social Networking, Customer Service, Microsoft Office, Sports, B2B Marketing, Integrated Marketing, Digital Marketing, Corporate Branding, Strategic Partnerships, Time Management, Community Outreach, Editing, Financial Analysis, Press Releases, Contract Negotiation
Education
San Diego State University-California State University 2012 — 2013
Master of Business Administration (MBA), Sports Management
University of California, Los Angeles 2004 — 2008
Bachelor of Arts (B.A.), Chicana and Chicano Studies
San Pasqual High School 2000 — 2004
Wells Fargo Bank January 1991 - Present
Skills
Banking, Financial Services, Payments, Financial Analysis, Cross-functional Team..., Credit, Loans, Commercial Banking, Relationship Management, Commercial Lending, Strategic Planning, Merchant Services
Education
San Diego State University-California State University 1988 — 1993
BS, Finance
General Atomics February 2014 - Present
Aerotek December 2012 - February 2014
Aerotek Engineering February 2011 - January 2013
Wells Fargo Bank 2009 - February 2011
Skills
Technical Recruiting, Construction, Architecture, Environmental Awareness, Engineering, Energy, Sourcing, Temporary Staffing, Permanent Placement, Talent Acquisition, Screening, Staffing Services, Applicant Tracking..., Recruiting, Internet Recruiting, Temporary Placement, Human Resources, Management, Sales Management, Sales, Talent Management, Cold Calling, Time Management, Business Networking, College Recruiting, Contract Recruitment, Benefits Negotiation, Building Relationships, Screening Resumes, Interviews, Hiring, Executive Search, Networking, Resume Writing, Onboarding, Leadership, Business Development, Recruitment Advertising, Training, CRM, Account Management, Employee Relations, Employee Training, Consulting, Employee Benefits, New Hire Orientations, Social Networking, Salesforce.com, Customer Retention, Lead Generation
Education
San Diego State University-California State University 2005 — 2009
BS, Marketing
Santa Barbara High 2002 — 2005
Wells Fargo Advantage Funds November 2007 - Present
Wells Fargo Bank September 2003 - November 2007
Wells Fargo Bank December 2003 - September 2004
Wells Fargo Bank February 2000 - December 2003
Wells Fargo Bank April 1998 - February 2000
Skills
Equities, Finance, Mutual Funds, Investments, Hedge Funds, Management, Alternative Investments, Asset Management, Portfolio Management, Asset Allocation, Financial Analysis, Financial Advisory, Series 7, Due Diligence, Investment Management, Investment Strategies, Investment Banking, Securities, Wealth Management
Education
San Diego State University-California State University 1987 — 1992
Bachelor of Business Administration (BBA)
Golden1 Credit Union April 2010 - Present
Wachovia/Wells Fargo 2007 - April 2010
Wells Fargo Home Mortgage January 2005 - December 2006
Wells Fargo Bank September 1991 - December 2005
Skills
Sales Management, Consumer Lending, Banking, Training, Mortgage Lending, Recruiting, Leadership, Sales, Retail Banking, Financial Services, Loans, Management, Strategic Planning, Mortgage Banking, Credit, Commercial Banking, Customer Service, Coaching, Relationship Management, Loan Origination, Small Business Lending, Commercial Lending, Underwriting, Credit Analysis
Education
San Diego State University-California State University 1987 — 2001
Politcal Science
Salk Institute February 2002 - Present
Wells Fargo Bank June 1997 - February 2002
Skills
Financial analysis,..., Analysis, Microsoft Excel, Accounting, Financial Reporting, Microsoft Office, Account Reconciliation, Internal Audit, Budgets, Finance, Financial Accounting, Forecasting, Research, Cost Accounting, PowerPoint
Education
San Diego State University-California State University 1994 — 1997
B.S., Accounting
Plaza Bank February 2015 - Present
California Statewide CDC July 2010 - October 2014
Bank of America January 2009 - July 2010
Bank of America February 2007 - December 2008
Wells Fargo Bank January 2006 - February 2007
First Federal Bank of California 2004 - 2005
Imperial Bank 1992 - 1993
Skills
Commercial Banking, Loan Origination, Refinance, Loans, Financial Analysis, Mortgage Lending, Business Development, Finance, Commercial Lending, Credit Analysis, Small Business Lending
Education
San Diego State University-California State University
BS, Business
Wells Fargo Bank March 2014 - Present
Wells Fargo Bank April 2006 - March 2014
Wells Fargo Bank April 2005 - April 2006
Wells Fargo Bank August 2004 - April 2005
Navy and Marine Corps October 2003 - August 2004
Skills
Management, Software Documentation, Project Management, Vendor Management, Strategy, Analysis, Business Analysis, Budgets, Leadership, Networking, Process Improvement, Data Analysis
Education
San Diego State University-California State University 2011 — 2013
BA, Finance
Elite, a Thomson Reuters business September 2011 - Present
Home Equity Partners LLC March 2011 - September 2011
Wells Fargo Bank July 2010 - March 2011
Home Equity Partners LLC November 2008 - May 2010
Interbanc 1998 - 2007
Skills
Process Improvement, Business Intelligence, Operations Management, Management, Finance, Investments, Change Management, Strategic Planning, Analysis, Asset Managment, Marketing, Business Development, Real Estate, CRM
Education
San Diego State University-California State University 1986 — 1989
Bachlor of Science, Finance (Real Estate emphasis)
University of San Diego 1985 — 1986
Business, Theology
Rolling Hills High School (Peninsula)
BofI Federal Bank June 2012 - Present
Wells Fargo Bank January 2008 - August 2010
Citibank August 2005 - January 2008
Tijuana Convention and Visitors Bureau (COTUCO) May 2004 - August 2004
Skills
Loans, Credit, Banking, Commercial Lending, Credit Analysis, Capital Markets, Investments, Structured Finance, Enterprise Valuation, Corporate Finance, Leveraged Finance, Financial Analysis, Asset Based Lending, Portfolio Management, Treasury Management, Commercial Banking, Financial Structuring, Loan Origination, Mortgage Lending, Small Business Lending, Credit Risk, Financial Modeling, Financial Risk, Cash Management, Mortgage Banking, Underwriting, Finance, Asset Management, Private Equity, Relationship Management, Fixed Income, Derivatives, Valuation, Due Diligence, Investment Banking, Risk Management
Education
San Diego State University-California State University
BA, International Business
Mitchell International 2008 - June 2014
Accredited Home Lenders 2002 - 2008
TransCore 2000 - 2002
Bitterlin Companies, Inc. 1996 - 2000
Wells Fargo Bank 1994 - 1996
Skills
Agile Project Management, Scrum, SDLC, Agile Methodologies, Business Analysis, Requirements Analysis, Analysis, Software Project..., Project Management, Enterprise Software, Testing, Cross-functional Team..., Process Improvement, Visio, Integration, Software Quality..., Quality Assurance, Vendor Management, Management, Business Intelligence, Software Development, SQL, Microsoft SQL Server, XML, Business Process, Business Requirements
Education
San Diego State University-California State University 1996 — 1999
MSBA, Management
San Diego State University-California State University 1987 — 1993
BA, Information Systems, Psychology
Bank of the West December 2010 - Present
Wells Fargo Bank January 2009 - November 2010
Wachovia, A Wells Fargo Company April 2007 - December 2008
World Savings February 2005 - February 2007
World Savings October 1996 - January 2005
Hotel Information Systems September 1994 - January 1997
Skills
Financial Modeling, Banking, Financial Reporting, Forecasting, Internal Controls, Financial Analysis, Strategic Financial..., Finance, Corporate Finance, Management, Budgets, Leadership, Analysis, Internal Audit, Executive Management, Strategic Planning, Analytics, Financial Planning
Education
University of Illinois at Urbana-Champaign - College of Business 1992 — 1994
MBA, Corporate Finance
San Diego State University-California State University 1987 — 1992
BS, Finance
Leadfusion June 2008 - Present
San Diego State University September 2009 - December 2010
ValueAct Capital May 2007 - October 2007
Wells Fargo Bank October 2005 - May 2007
Education
San Diego State University-California State University 2009 — 2011
M.A., Political Science
San Francisco State University 2005 — 2007
BA, Political Science w/ Minor in International Relations
ESS Global February 2002 - Present
Charles Schwab August 1997 - January 2002
Computing Devices January 1996 - October 1997
Barclays Global Investors January 1996 - August 1997
Wells Fargo Bank January 1994 - December 1996
PRC Aviation September 1989 - December 1995
District Attorney's Office - San Mateo County January 1990 - January 1994
Education
University of California, Santa Cruz 1991 — 1993
Certificate, Unix System Management and Administration
San Francisco State University 1984 — 1986
BS, Computer Science
US Air Force Officer Training 1983 — 1986
2nd Lieutenant, Commissioned US Air Force Officer
San Diego State University-California State University
Wells Fargo Bank 2008 - Present
Wells Fargo Bank July 2006 - Present
Merrill Lynch April 1998 - January 2006
Education
San Diego State University-California State University 1990 — 1996
Chrysler Group LLC July 2013 - Present
Dealer-FX Group, Inc May 2012 - July 2013
CarMax February 2010 - May 2012
CarMax November 2007 - May 2012
Wells Fargo Bank October 2003 - October 2007
Skills
Microsoft Office, Automation, Inventory Management, Event Planning, Creative Problem Solving, Teamwork, Motivated Self Starter..., Automotive, Management, Retail, Sales, Advertising, Recruiting, Marketing, Negotiation, Selling, CRM, Account Management, Purchasing, Business Development, Training, Sales Operations, Merchandising, Business Planning, Customer Satisfaction, Customer Service, Sales Process
Education
San Diego State University-California State University 2002 — 2007
Bachelor of Science (B.S.), Marketing
Wells Fargo Bank ProgrammerSchurman Fine Papers2000 - 2007
Education
San Diego State University-California State University 1979 — 1981
Cascade Business Support & Tax Preparation November 2008 - Present
CA Technologies August 1999 - October 2008
ProDX 1998 - 1999
Kao Infosystems, Inc. 1994 - 1998
Maxis 1992 - 1994
Wells Fargo Bank 1986 - 1992
Rucker Fuller Company 1983 - 1986
Price Waterhouse 1981 - 1983
Warmington Homes California 1980 - 1981
Skills
Small Business, Accounting, Tax, Payroll, Bookkeeping, Start-ups, Non-profits, Quickbooks, QuickBooks, Financial Reporting
Education
San Diego State University-California State University
interRel Consulting March 2012 - Present
Newland Communities August 2008 - March 2012
HSBC Auto Finance November 2006 - August 2008
Wells Fargo Bank November 2003 - October 2006
Skills
Hyperion Planning, Essbase, Hyperion Enterprise, Business Intelligence, Forecasting, Financial Modeling, Financial Analysis, Financial Reporting, Accounting, PeopleSoft, Business Analysis, Financial Systems, ERP, Finance, Variance Analysis, Strategic Financial..., OLAP, Cognos, Dashboard, ETL, Consolidation, Hyperion
Education
San Diego State University-California State University 2002 — 2006
Bachelor's degree, Business Administration, Finance
Wells Fargo May 2011 - Present
Wells Fargo Bank January 2006 - April 2011
Skills
Loans, Commercial Banking, Credit, Banking, Financial Analysis, Credit Analysis, Commercial Lending, Small Business Lending, Consumer Lending, Retail Banking, Portfolio Management, Loan Origination, Underwriting, Cross Selling, FHA, Relationship Management, Wealth Management, Financial Services, Asset Based Lending
Education
San Diego State University-California State University 1998 — 2002
Karum November 2014 - Present
Karum May 2013 - Present
Karum June 2011 - May 2013
Wells Fargo Bank January 2010 - June 2011
Mellon Capital Management August 2008 - January 2010
Transfer School of Language August 2007 - April 2008
Merrill Lynch March 2006 - August 2006
Skills
ROI Management, ROI Optimization, Strategic Financial..., Financial Modeling, Spanish, IRR, Debt & Equity Capital..., Finance, Financial Analysis, Cash Flow Forecasting, Portfolio Management, Emerging Markets, Credit, Credit Analysis, Credit Risk, Corporate Finance, Investments, Forecasting, ROI Strategies, Cash Flow, Portfolio Assessment, Portfolio Performance..., Loan Origination, Management Consulting, Data Mining, Presentation Skills, Financial Services, Real Estate Financing, Real Estate, Customer Relations, Customer Service, Project Management, POS, Small Business..., Strategy Implementation, KPI Dashboards, KPI Implementation, KPI Reports
Education
San Diego State University-California State University 2004 — 2007
Bachelors, Finance
Salinas High
Shift4 Corporation April 2015 - Present
WorldPay March 2011 - November 2014
First Data Corporation November 2009 - November 2010
MerchantPro Express June 2009 - November 2009
Moneris Solutions March 2007 - March 2009
Wells Fargo Bank July 2004 - March 2007
First Data Corporation - Wells Fargo Merchant Services May 1999 - July 2004
Enterprise Rent-A-Car June 1990 - May 1997
Skills
Salesforce.com, Strategic Partnerships, Sales Operations, Business Development, CRM, Leadership, Sales, Sales Management, B2B, Strategy, Management, Relationship Management, Lead Generation, Training, Marketing, Start-ups, Forecasting, Business Planning, Direct Sales, Coaching, Executive Management, Selling, Banking, Marketing Strategy, New Business Development, Sales Process, Recruiting, Account Management, Sales Presentations, Project Management, Negotiation, Customer Service, PosPortal.com, Field Supervision, E-commerce, Team Leadership, Strategic Planning, Employee Learning &..., Payments, Credit Cards, Payment Card Processing, Electronic Payments, Merchant Services
Education
Sonoma State University 1985 — 1990
Bachelor's degree, Management
San Diego State University-California State University 1984 — 1985
Silicon Valley Bank June 2012 - Present
TechAmerica 2009 - 2013
Silicon Valley Bank August 2008 - May 2012
Wells Fargo Bank April 2006 - July 2008
Silicon Valley Bank February 2002 - March 2006
Silicon Valley Bank May 1994 - January 2002
Skills
Loans, Asset Based Lending, Management, Credit Analysis, Portfolio Management, Commercial Banking, Investments, Commercial Lending
Education
San Diego State University-California State University 1989 — 1993
Bachelor of Science, Finance
FVHS 1984 — 1988
Bachelor's of Science, Finance
Wells Fargo Bank AVP, Project ManagerWells Fargo1980 - Present
Skills
SDLC, PMO, PMP, Vendor Management, Program Management, Process Improvement, Project Portfolio..., Visio, Risk Management, Business Analysis, Requirements Gathering, Software Project..., Resource Management, Business Requirements, Business Process..., Project Management, Requirements Analysis
Education
San Diego State University-California State University 1978 — 1980
Mattel July 2013 - Present
Go Get It Foundation October 2009 - Present
Wells Fargo Bank March 2010 - July 2011
Wells Fargo June 2008 - March 2010
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Investments, Due Diligence, Asset Managment, Private Equity, Credit Analysis, Strategic Financial..., Credit, Risk Management, Real Estate Financing, Commercial Real Estate..., LIHTC, New Markets Tax Credits, Community Development..., Auditing, Asset Management, Strategy, Finance
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2013
MBA
University of California, San Diego 2009 — 2009
Accounting
University of San Diego 2006 — 2008
BBA, Finance
San Diego State University-California State University 2004 — 2006
N/A, Business Administration
Bank of the West June 2014 - Present
City National Bank October 2012 - June 2014
Wells Fargo Bank October 2011 - October 2012
Wells Fargo Bank June 1994 - August 2011
Skills
Electronic Payments, ACH, Banking, Payments, Treasury Management, Leadership, Risk Management, Internet Banking, Commercial Banking, Cash Management, Relationship Management, Credit Cards, Financial Services, Business Process, Analysis
Education
San Diego State University-California State University 1987 — 1992
BS, Psychology
Union Bank May 2009 - Present
JPMorgan Chase November 1995 - April 2009
Wells Fargo Bank May 1989 - October 1995
Wells Fargo Bank 1989 - 1995
Skills
Leadership, Credit, Loans, Management, Banking, Risk Management, Mortgage Lending, Mortgage Banking, Underwriting, Auditing, Analysis
Education
San Diego State University-California State University 1979 — 1983
BA
Wells Fargo Bank April 2007 - Present
Skills
Mortgage Banking, Commercial Lending, Commercial Banking
Education
San Diego State University-California State University
Bachelor of Arts (B.A.), Public Administration
Wells Fargo Bank Learning and Sales Development ConsultantWells Fargo1978 - Present
Wells Fargo 1991 - 2005
Education
San Diego State University-California State University 1966 — 1972
BA, Elem Ed/ Fine Arts
Aramark Uniform Services November 2008 - Present
Sterling Savings Bank August 2007 - November 2008
Wells Fargo Bank October 2005 - August 2007
Education
San Diego State University-California State University 2000 — 2004
Associate Arts Degree, Economics
Wells Fargo October 2013 - Present
Caliber Home Loans February 2013 - October 2013
Wells Fargo Home Mortgage June 2007 - February 2013
Wells Fargo Bank 1997 - 2001
Skills
Mortgage Lending, FHA, Conventional, Refinance, VA, Short Sales, Mortgage Banking, Investment Properties, Residential Homes, Loan Origination, Residential Mortgages, Sales, Real Estate, REO, FHA financing, Sellers, VA loans, Loans, USDA, Real Estate Financing, Credit, Government Loans, Certified Mortgage..., Reverse Mortgages, Mortgage Underwriting, Home Equity Loans, Referrals, VA Loans
Education
San Diego State University-California State University 1992 — 1994
BA, Political Science
BGE Financial Corporation October 2012 - Present
Wells Fargo Bank March 2006 - October 2012
Skills
Banking, Financial Services, Investments, Commercial Lending, Sales, New Business Development, Portfolio Management, Finance, Insurance, Business Development, Mortgage Lending, Credit, Loans, Financial Analysis, Underwriting, Asset Management, Relationship Management, Risk Management, Wealth Management, Small Business Lending
Education
San Diego State University-California State University 2010 — 2012
Executive Financial Planner Certificate, Financial Planning and Services
University of San Diego 2001 — 2005
Bachelor of Business Administration (BBA), Business Administration and Management, General
AT&T Distribution Center ManagementSprint1998 - 2000
Wells Fargo Bank 1996 - 1998
Education
University of Phoenix 2000 — 2003
MBA
San Diego State University-California State University 1991 — 1995
BA
Wells Fargo Bank January 2011 - Present
INT Technologies January 2010 - January 2011
Washington Mutual January 2007 - January 2010
JP Morgan Chase January 2007 - January 2010
Computer Science Corporation 1997 - 2006
CSC 1997 - 2006
First Interstate Bank 1992 - 1997
HomeFed Bank 1985 - 1990
Education
San Diego State University-California State University 1979 — 1983
Bachelors, Social Work, Psychology
On Lok Lifeways October 2011 - Present
Wells Fargo Bank April 2011 - October 2011
One Source Security April 2010 - April 2011
Fleischman Field Research September 2008 - April 2010
San Francisco Examiner June 2007 - March 2008
Morey’s Construction September 2004 - April 2007
Excel Telecommunications August 2003 - September 2004
Skills
Marketing, Lead Generation, Sales, Marketing Strategy, Recruiting, E-commerce, Team Leadership, Business Planning, Customer Service, Project Planning, Call Centers, Networking
Education
San Diego State University 2000 — 2003
Bachelor of Arts (B.A.), Psychology
Hanna Interpreting Services June 2013 - Present
Junior Achievements December 2011 - May 2012
Student Accounting Society December 2008 - May 2009
BioPharma Scientific, Inc April 2007 - March 2008
Wells Fargo Bank November 2004 - December 2006
The Home Depot August 2003 - September 2004
Skills
Accounting, Auditing, Customer Service, Accounts Payable, Accounts Receivable, Financial Statements, Public Speaking, Sales, Financial Analysis, Financial Reporting, General Ledger, Financial Accounting, Microsoft Excel, Account Reconciliation
Education
San Diego State University 2006 — 2009
Bachelor of Science, Accounting
San Diego State University-California State University 2006 — 2009
Bachelor of Science, Accounting
J.P. Morgan Chase August 2010 - Present
Wells Fargo Bank October 2006 - April 2010
Skills
Banking, Cash Flow Lending, Commercial Banking, Commercial Lending, Deposits, Insurance, Investments, Small Business Lending, Treasury Management, Variable Annuities, Commercial Mortgages, Credit, Portfolio Management
Education
San Diego State University-California State University 1992 — 1996
PA & Business Finance
University of Colorado Boulder 1991 — 1992
Sunny Hills High School 1987 — 1991
Brothers' Provisions November 2012 - Present
Urge American Gastropub June 2010 - Present
The Barrel Room January 2007 - Present
Wells Fargo Bank March 2010 - June 2010
DesignCrafed Bardon Cabinetry January 2009 - January 2010
JPMorgan Chase & Co. January 2006 - December 2008
Southern Wine & Spirits August 2000 - February 2006
Vons 1995 - 2000
Skills
Business Planning, Management, New Business Development, Business Development, Start-ups, CRM, Sales, Direct Sales, Retail, Budgets, Event Management, Customer Service, B2B, Project Management, Restaurants, Wine, Social Media, Time Management, Marketing, P&L Management
Education
University of Phoenix 2003 — 2005
Master of Arts, Organizational Management
San Diego State University-California State University 1998 — 2002
BS, Business Administration - Management
University of Missouri-Columbia 1996 — 1998
N/A, Journalism
RBHS 1993 — 1996
College Prep, General Education
Community Bank October 2011 - Present
Community Bank December 2010 - October 2011
Banco Popular North America July 2010 - December 2010
OneWest Bank March 2010 - July 2010
Onewest Bank fka First Federal Bank of CA February 2008 - March 2010
First Federal Bank November 2006 - February 2008
First Federal Bank of California May 2002 - November 2006
Wells Fargo Bank June 1986 - May 2002
Education
San Diego State University-California State University 1982 — 1985
BS, Finance
Wells Fargo Bank January 2011 - Present
Wells Fargo Bank, N.A. January 2008 - January 2011
Wells Fargo Bank, N.A. January 2001 - January 2008
Education
San Diego State University-California State University 1980 — 1985
Bachelor of Business Administration (B.B.A.), Finance, General
Good Food Project of The Food Bank of Central Louisiana May 2014 - Present
Wells Fargo Bank December 2010 - July 2013
Greenlawn Memorial Park & Oleander Memorial Gardens February 2010 - November 2010
American Red Cross - Cape Fear Chapter February 2009 - July 2009
Bank of America September 1998 - January 2009
Skills
Mortgage Lending, Banking, Sales, Loan Origination, Finance, Mortgage Banking, Loans, Fundraising, Nonprofits, Leadership, Microsoft Office, Event Planning
Education
Hebrew Union College-Jewish Institute of Religion 1976 — 1979
MA, Jewish Communal Studies
San Diego State University-California State University 1974 — 1976
BA, Social Welfare; Minor in Creative Writing
California State University - Stanislaus 1972 — 1973
Sociology and English
Wells Fargo Bank August 2010 - Present
General Mortgage November 1997 - August 2010
Cornerstone Mortgage 1997 - 2008
Education
San Diego State University-California State University 1995 — 2003
MASTERS, FINANCE
Wells Fargo Bank Credit AnalystWells Fargo BankJanuary 2007 - January 2009
Banamex / Citibank May 2005 - December 2006
Latin America Enterprise Advisors August 2004 - September 2004
Education
Universidad Nacional Autónoma de México 1998 — 2004
Bachelor's, Industrial Engineering
San Diego State University-California State University
MBA
Union Bank October 2014 - September 2015
JPMorgan Chase November 2010 - October 2014
Valencia Ca November 2007 - October 2010
Wells Fargo Bank November 2003 - November 2007
Education
San Diego State University-California State University
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
Wells Fargo Bank October 1989 - Present
Skills
Credit, Loans, Banking, Mortgage Lending, Portfolio Management, Financial Analysis, Investments, Credit Analysis, Wealth Management, Risk Management, Mortgage Banking, Series 7, Financial Modeling, Loan Origination, Commercial Banking
Education
San Diego State University-California State University
Wells Fargo September 2013 - Present
Opsol Integrators Inc May 2009 - September 2013
Wells Fargo Bank August 1996 - December 2001
Skills
Business Analysis
Education
San Diego State University-California State University
Business Administration, Marketing
Citi November 2014 - Present
Mutual of Omaha Bank August 2010 - October 2014
Wells Fargo Bank July 2008 - August 2010
AIG Financial Advisors January 2008 - July 2008
Siemenowski & Associates January 2008 - July 2008
Skills
Loans, Mortgage Lending, Loan Origination, Mortgage Banking, Commercial Lending, Credit, Refinance, Banking, FHA, Portfolio Management, Investments, Financial Analysis, Credit Risk, Real Estate, Asset Management, Investment Properties, Securities, First Time Home Buyers, Business Development, Process Improvement, Commercial Mortgages, Residential Mortgages
Education
San Diego State University-California State University 2005 — 2008
Bachelor of Science (B.S.), Finance
University of California, Santa Barbara 2003 — 2004
Transfered, Engineering
Union Bank July 2010 - Present
Wells Fargo Bank October 2008 - July 2010
Education
San Diego State University-California State University 1999 — 2002
MBA, Business/Focus on Marketing
Lavine, Lofgren, Morris & Engelberg, LLP October 2014 - Present
RBTK, LLP January 2013 - September 2014
Matthew Lemas CPA & Associates October 2011 - December 2012
Union Bank May 2010 - September 2010
Wells Fargo Bank October 2008 - May 2010
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Credit, Banking, Financial Accounting, Data Analysis, Fixed Assets, Corporate Tax, Income Tax, Auditing, Finance, Account Reconciliation, General Ledger, Internal Controls, Corporate Finance, Strategic Financial..., Financial Planning, Microsoft Office
Education
University of California, San Diego 2011 — 2011
Certificate, Accounting, 4.00
San Diego State University-California State University 2006 — 2010
Bachelor of Arts (B.A.), Economics with specialization in International Economics and a minor in Statistics, 3.85
Saint Joseph School 2003 — 2005
Lebanese Baccalaureate
Wells Fargo Bank March 2005 - Present
Wells Fargo Bank 2005 - Present
Education
San Diego State University-California State University 1988 — 1989
Master’s Degree, Finance
Private Practice August 2012 - Present
Fortress Investment Group February 2011 - July 2012
Stockbridge Capital Group November 2009 - February 2011
MacFralane Partners 2006 - 2009
Prudential Real Estate Investors 2004 - 2006
Tishman Speyer 2000 - 2002
GE Capital 1996 - 2000
Bank of America 1993 - 1996
Wells Fargo Bank 1989 - 1993
Skills
Real Estate Economics, Disposition, Asset Managment, Due Diligence, Real Estate Development, Real Estate, Valuation, Investment Properties, Financial Analysis, Acquisitions, Financial Modeling, Private Equity, Investments, Portfolio Management, Commercial Real Estate, Property Management, Asset Management
Education
Unversity of California Berkeley 1977 — 1979
MBA, Marketing and General Management
San Diego State University-California State University 1974 — 1976
Bachelor of Arts (B.A.), Economics
Bank of the West September 2008 - Present
Bank of the West September 2000 - Present
Wells Fargo Bank January 1990 - September 2000
Skills
Financial Risk, Customer Service, Management, Leadership, Microsoft Office, Process Improvement, Training, Financial Analysis, Operations Management, Business Analysis
Education
San Diego State University-California State University 1979 — 1985
Bachelor's Degree, P.E. Dance, 3.0
San Diego State University-California State University 1976 — 1979
Bachelor's degree, P.E. Dance
Kowald Dunn Pty Ltd December 2014 - Present
Wells Fargo Bank August 1990 - May 2005
Education
Diablo Valley College
AS Biology Allied Health Science
Diablo Valley College
AS Biology Natural Science
San Diego State University-California State University 1987 — 1990
BS, Business Admin. Finance
Farmers & Merchants Bank 2014 - Present
Wells Fargo Bank 2011 - 2014
Genesis Commercial Capital 2000 - 2011
Balboa Capital Corporation 1996 - 2000
Skills
Commercial Lending, Small Business Lending, Credit Analysis, Loans, Credit, Asset Based Lending, Loan Origination, Commercial Finance, Mortgage Lending, Banking, Underwriting, Portfolio Management, Finance, Refinance, Commercial Banking, Financial Analysis, Lines Of Credit, Commercial Mortgages, Financial Services, Corporate Finance, Relationship Management, Mortgage Banking, Treasury Management
Education
San Diego State University-California State University
Bachelor's Degree, Finance
Nextage Pacific Inland Realty February 2014 - Present
Fidelity National Title July 2003 - February 2014
WM Financial / Home Savings August 1997 - July 2003
Wells Fargo Bank August 1994 - August 1997
Skills
Short Sales, REO, Real Estate Transactions, Real Estate, Refinance, Foreclosures, Investment Properties, First Time Home Buyers, FHA, Sellers, Investors, Residential Homes, Escrow
Education
San Diego State University-California State University 1986 — 2000
Business Administration
Wells Fargo Bank February 1999 - Present
Skills
Vendor Management, Financial Services
Education
San Diego State University-California State University
Bachelor's degree, International Business
Jeffrey, Corrigan & Shaw July 2014 - Present
Union Bank October 2012 - July 2014
Wells Fargo Bank October 2007 - October 2012
Skills
Series 7, Series 63, CA Life Agent, Investments, Retirement Planning, Life Insurance, Investment Advisory, IRAs, Financial Analysis, High Net Worth..., Series 6, Commercial Banking, Financial Planning, Management
Education
University of La Verne 2010 — 2012
BA, Accounting
San Diego State University-California State University 1998 — 2002
Sociology
Upland High School