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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Wells Fargo Bank Employees
J Tamano Productions June 2000 - Present
Next Level Spirits August 2012 - July 2013
Addison Avenue Federal Credit Union January 2006 - March 2007
US Bank January 2005 - December 2005
Wells Fargo Bank May 2002 - September 2005
Bank of America September 2004 - March 2005
Bank of America February 2001 - January 2002
Bank of America March 2000 - February 2001
Skills
Loans, Banking, Marketing, Retail Banking, Real Estate, Finance, Management, Customer Service, Negotiation, Mortgage Lending, Account Management, Accounting, Business Development, CRM, Customer Retention, Event Management, Financial Services, Forecasting, Investments, Leadership, Microsoft Office, Project Management, Sales, Small Business, Social Media, Social Media Marketing, Social Networking, Time Management, Training
Education
Skyline College 1999 — 2001
G.E
San Francisco State University
Business Management
PubNub June 2012 - Present
Twylah November 2010 - August 2012
Conduit, Inc. 2009 - December 2010
CoderTribe, Inc. June 2008 - March 2009
WaveMaker, Inc. November 2005 - June 2008
Wells Fargo Bank July 2002 - November 2005
Resonate January 1999 - May 2002
Infoscape, Inc. March 1997 - January 1999
The Other 90% Technologies February 1995 - March 1997
Skills
PHP, Ruby on Rails, Software Engineering, JavaScript, Git, jQuery, Start-ups, Web Applications, AJAX, Web Analytics, Ruby, Web Development, Web 2.0, Linux, HTML 5, Salesforce.com, Objective-C, Distributed Systems, Mobile Applications, MongoDB, Python, Software Development, Cloud Computing, REST, Street Dance, Open Source, Amazon Web Services..., ActionScript, Java, Android, Node.js, Titanium, C#, Lua, JSON, JSONP, C, Arduino, Raspberry Pi, Redis, Resque, MySQL, APIs, Agile Methodologies, Subversion, Real-time Data, Scalability, Facebook API, Bash, PostgreSQL
Education
San Francisco State University 2002 — 2004
BA, Technical Writing, Information Technology
St. Robert's Church 2011 - Present
City of San Bruno November 2005 - Present
Wells Fargo Bank January 2000 - November 2005
City of Millbrae 2001 - 2005
Bank of America 1992 - 2000
Skills
Microsoft Excel, Event Planning, Community Outreach, Customer Service, Microsoft Office, Fundraising, Budgets, Government, Management, Coaching, Policy, Public Speaking, Nonprofits, Public Relations, Strategic Planning, Editing, Administrative..., Microsoft Word, Research, Team Building, PowerPoint, Policy Analysis, Outlook
Education
San Francisco State University 1986 — 1995
Bachelors, Speech
Terra Nova 1961 — 1964
Graduate, Business
St. John's Lutheran 1951 — 1960
Graduate, General
Minas Media January 2004 - Present
Net2TV December 2012 - August 2015
State Compensation Insurance Fund July 2009 - July 2012
Wells Fargo Bank November 2004 - July 2009
Skills
Video Production, Final Cut Pro, Video, After Effects, Video Editing, Videography, Post Production, Digital Media, Sound, Multimedia, Film Production, HD Video, Photoshop, Motion Graphics, Film, Creative Writing, Avid Media Composer, Editing, Illustrator, DVD Studio Pro, Microsoft Office, Camera, Media Production, Web Video, DVD authoring, Event Videography, Screenwriting, Broadcast, Dreamweaver, Directing, Final Draft, Spanish, Graphic Design, Motion, Producing, Entertainment, Avid, Social Media, Television, Storytelling, Blogging, Short Films, Writing
Education
Bay Area Video Coalition 2009 — 2012
Certification, Video Production and Post-Production
San Francisco State University 2002 — 2006
Bachelor of Arts, Cinema
ILLEST/Fatlace January 2011 - Present
PSV Event Services March 2003 - Present
Wells Fargo Bank 2008 - 2011
City of Fairfield July 2002 - July 2006
Skills
Marketing, Social Media Marketing, Sales, Customer Service, Social Media, Banking, Management, Creative Direction, Event Management, Microsoft Office, Marketing Strategy, Photoshop, Social Networking, Graphic Design, Breakdance, Hosting Events, Event Planning, Public Speaking, DJ, Streetwear, Recreation Planning, Teaching, Dance Instruction, Live Performer, Brand Awareness, Leadership, Team Leadership
Education
San Francisco State University 2006 — 2008
BS, Marketing
Fairfield High School 1998 — 2002
High School
Moss Adams LLP 2015 - Present
Residential Life at San Francisco State Univerity July 2012 - Present
Moss Adams LLP June 2014 - August 2014
Santa Rosa Junior College January 2011 - August 2011
Wells Fargo Bank March 2010 - December 2010
Santa Rosa Junior College July 2008 - December 2009
Skills
Data Entry, Administrative Support, Customer Service, PowerPoint, Word, Microsoft Word, Microsoft Excel, Outlook, Banking, Team Leadership, Training, Tax, Spreadsheets, General Ledger, Accounts Receivable, Administrative..., Accounting, Budgets, Teamwork, QuickBooks, Management, Accounts Payable, Access
Education
San Francisco State University 2014 — 2015
Master's Degree, Accounting
San Francisco State University 2011 — 2013
Bachelor's Degree, Accounting
Santa Rosa Junior College 2008 — 2011
Associate's Degree, Business Administration
Santa Rosa Junior College 2008 — 2011
Associate's Degree, Social; Behavioral Sciences
Wells Fargo July 2014 - Present
Wells Fargo Securities August 2013 - July 2014
Wells Fargo Securities July 2011 - July 2014
Wells Fargo Securities April 2010 - July 2011
Wells Fargo Bank August 2005 - April 2010
AT&T June 2003 - August 2005
Skills
Marketing, Social Media Marketing, Marketing Strategy, Event Planning, Social Media, Time Management, Salesforce.com..., Social Networking, Project Management, Management, Training, Analysis, Microsoft Excel, Microsoft Office, Customer Service, Recruiting, Accounts Payable, Outlook, Excel, PowerPoint, PowerPoint development, Leadership, Salesforce.com, CRM, Advertising
Education
San Francisco State University 2011 — 2013
Bachelor of Science, Business; Marketing
San Francisco State University 2010 — 2013
Bachelor of Science (BS), Business Administration and Marketing
Community College of San Francisco 2010 — 2010
AA, General Education Transfer/Business Administration
Los Rios Community College District 2003 — 2010
General Education Transfer/Business Administration
Foothill High School
City and County of San Francisco August 2015 - Present
Topographical Shifts November 2010 - Present
Federal Home Loan Bank of San Francisco November 2012 - July 2015
Habitat for Humanity East Bay/Silicon Valley August 2011 - November 2012
Great Cities Institute August 2010 - August 2011
American Planning Association - Illinois Chapter May 2010 - May 2011
Dubin Residential May 2010 - July 2010
FUND Consulting March 2010 - May 2010
San Francisco Bicycle Coalition September 2008 - December 2008
Wells Fargo Bank September 2000 - August 2007
Skills
Economic Development, Access, Urban, Urban Planning, Affordable Housing, Land Use Planning, Urban Design, Data Analysis, Community Development, Policy, Grants, Program Management, Analysis, GIS, Public Speaking, Zoning, Budgets, Policy Analysis, Community Outreach, ArcGIS, Public Policy, Proposal Writing, Land Use, Nonprofits, Grant Writing, Research
Education
University of Illinois at Chicago
Masters in Urban Planning and Policy, Economic Development
San Francisco State University
BA, Geography
Wells Fargo March 2015 - Present
Wells Fargo July 2013 - February 2015
Wells Fargo Bank February 2008 - July 2013
LAN Airlines May 2001 - November 2006
Skills
Outlook, Administrative..., Microsoft Excel, Customer Service, Data Entry, Access, Banking, Microsoft Office, PowerPoint, Microsoft Word, Spreadsheets, Office Management
Education
Solano Community College 2010 — 2016
Registered Nursing/Registered Nurse
San Francisco State University 1999 — 2000
Zions Bancorporation July 2015 - Present
Especially Cakes April 2013 - Present
Comerica Bank October 2014 - July 2015
BNI 2013 - 2013
Mutual of Omaha Bank October 2011 - 2013
Central San Diego Black Chamber of Commerce 2012 - 2012
CITIBANK March 2010 - September 2011
Wells Fargo Bank August 2007 - March 2010
USE Credit Union June 2004 - August 2007
San Diego Urban League Young Professionals 2005 - 2007
Skills
California Notary, Securities, Insurance, Loans, Banking, Mortgage Lending, Commercial Banking, Deposits, Branch Banking, Credit, Small Business Lending, Commercial Lending, Customer Service, Sales, Real Estate, Loan Origination, Mortgage Banking, Budgets, Team Leadership, Coaching, Financial Analysis, Investments, New Business Development, Notary Public, Business Development, Management, Baking, Business Operations
Education
San Diego State University-California State University 1993 — 1998
B.A, Sociology
Kaiser Permanente May 2015 - Present
G Sports Physical Therapy June 2013 - Present
Dignity Health - Saint Francis Memorial Hospital September 2014 - May 2015
Wells Fargo Bank October 2007 - May 2015
California Pacific Medical Center Research Institute: Sutter Health Affiliate February 2014 - June 2014
Synapse Health Center February 2013 - May 2013
Skills
Customer Service, Healthcare, Exercise Physiology, Physical Therapy, Human Anatomy, Human Physiology, Cash Management, Consumer Lending, Training, Banking, Microsoft Office, Management, Outlook, Leadership, Social Media, Microsoft Excel, Marketing, Sales, PowerPoint, Microsoft Word
Education
SFSU
Bachelor’s Degree, Kinesiology - Human Performance Analysis
Skyline College
Galileo Academy of Science
High School
Bank of the West May 2013 - Present
Cortez Marketing June 2010 - Present
FDIS Card Link June 2010 - February 2013
Wells Fargo Bank September 2006 - June 2011
Serra Bowl August 2001 - August 2008
Skills
Banking, Sales, Credit, Social Media Marketing, Analysis, Social Media, Finance, Customer Service, Facebook, Leadership, Small Business, Training, Strategic Planning, B2B, Forecasting, Business Development, Retail, Account Management, Marketing, Management, Business Planning, Strategy, Lead Generation, Market Research, Sales Management, Business Strategy, Team Leadership, Marketing Strategy, Time Management, Team Building, Team Management, Competitive Analysis, Direct Marketing, Start-ups, Advertising, Recruiting, Relationship Management, Coaching, Marketing Management, Cold Calling, Analytics, Email Marketing, Sales Process, Teamwork, Online Advertising, Online Marketing, Marketing Communications, Portfolio Management, Risk Management, Human Resources
Education
San Francisco State University 2003 — 2008
June 2008, BS in Business Administration Concentration in Marketing, Minor in Decision Sciences
Genesys December 2014 - Present
Genesys February 2014 - December 2014
Blue Bay Networks LLC March 2004 - February 2014
Emotion Web June 2001 - March 2004
Wells Fargo Bank May 1997 - September 1997
Skills
Pre-sales, SaaS, Cloud Computing, Mobile Devices, Strategy, Management, Troubleshooting, Networking, Business Development, Leadership, Salesforce.com, Enterprise Software, Data Center, Project Management, solution engineer, CTI, SIP, Telephony, VoIP, Genesys, IVR, Enterprise Solution..., Sales Engineering
Education
University of San Francisco - Masagung Graduate School of Management 2007 — 2009
MBA, 3.9
San Francisco State University 1998 — 2001
Bachelor of Science (BS), Computer Science
St. Igantius College Prep 1990 — 1994
KZV
5-8
Suite Sleep, Inc. May 2003 - Present
Wells Fargo Bank 1989 - 1994
Skills
Distribution Services, Merchandising, Sales Management, Product Development, Brand Development, Marketing Strategy, New Business Development, Sales, Business Strategy, Strategic Planning, Retail, Account Management, Marketing, Marketing Communications, Strategy, Team Building, Selling, Entrepreneurship, Sales Operations, Online Marketing, Market Planning, Advertising, E-commerce, Small Business, Business Planning, Negotiation, Online Advertising, B2B, Start-ups, Trade Shows, Bedding, Key Account Management, Email Marketing, P&L Management, Social Media Marketing
Education
San Francisco State University 1989 — 1992
Intermedia February 2015 - Present
Intermedia July 2013 - February 2015
Intermedia March 2012 - July 2013
Intermedia March 2011 - March 2012
Wells Fargo Bank December 2010 - March 2011
Wells Fargo November 2010 - January 2011
Wells Fargo January 2010 - November 2010
Wells Fargo August 2008 - January 2010
Skills
Active Directory, Customer Service, Troubleshooting, Call Center, Vendor Management, Call Centers, Procurement, IT Procurement, Purchasing, Office Administration, Client Billing, CRM, System Administration, Analysis, Cloud Computing, Account Management, Budgets, Project Planning, Security, Technical Support, Microsoft Excel, Microsoft Office, SaaS, Training, Sales
Education
San Francisco State University 2006 — 2009
Bachelor's Degree, Research in Psychology, Enviromental Psychology, Social Psychology
Skyline College 2003 — 2006
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Mills High School 1998 — 2002
JPMorgan Chase June 2012 - Present
US Bank December 2009 - June 2012
Colin Adams Music January 2002 - June 2011
Wells Fargo Bank February 2007 - September 2009
City and County of San Francisco June 2006 - August 2006
UCSD Medical Center May 1996 - February 2002
Skills
Loans, Financial Analysis, Banking, Mortgage Lending, Customer Service, Finance, Leadership, Refinance, Sales, Real Estate, Investments, Investment Properties, Management, Music, Guitarist
Education
San Francisco State University 2003 — 2007
Bachelor of Arts, Political Science
Wells Fargo June 2014 - Present
Exchange Divas January 2012 - Present
Wells Fargo Bank June 2005 - June 2014
Skills
Credit, Commercial Banking, Retail Banking, Loans, Customer Service, Microsoft Office, Financial Services, Microsoft Excel, Social Media Marketing, Brand Awareness, Sales Management, Cross Selling, Sales, Cash Management, Team Building, Training, Customer Satisfaction
Education
San Francisco State University
MasterCard September 2012 - Present
MasterCard December 2009 - Present
MasterCard Worldwide October 2008 - December 2009
MasterCard March 2005 - October 2008
Allstate July 2004 - May 2005
United Airlines May 1999 - June 2004
Discover Card Financial January 1999 - May 1999
Wells Fargo Bank January 1998 - January 1999
Cheskin Research 1996 - 1998
Skills
Product Management, Networking, Integrated Marketing, Life Insurance, Credit Cards, Credit, Fixed Annuities
Education
University of Notre Dame - Mendoza College of Business
MBA, Business
San Francisco State University
BA, Communication
DDB California October 2014 - March 2015
Wells Fargo Bank February 2014 - June 2014
Goodby, Silverstein & Partners June 2013 - September 2013
Goodby, Silverstein & Partners February 2000 - July 2012
Skills
Project Management, Vendor Management..., Vendor Relationships, Cross-functional..., Collaborative Problem..., Multiple Project..., Implementer, Managing Deadlines, Deadline Oriented, Process Consulting, Process Improvement, Follow-through Skills, Traffic Management, Creative Strategy, Digital Production
Education
San Francisco State University
Bachelor of Arts (B.A.)
Target June 2014 - Present
Target Store September 2003 - June 2014
CVS Health January 2014 - March 2014
Walgreens November 2013 - December 2013
San Francisco State University May 2009 - May 2010
Wells Fargo Bank 2004 - 2007
Skills
Leadership, Pharmacy, Management, Customer Service, Time Management, Team Building, Public Speaking, Microsoft Word, Microsoft Excel, Hiring, Performance Management, Healthcare, Leadership Development, Microsoft Office
Education
Touro University 2013 — 2017
Doctor of Pharmacy (PharmD)
San Francisco State University 2008 — 2010
Bachelor of Science, Biochemistry
BlackRock 2013 - Present
Lifestyle Fitness 2009 - 2015
BlackRock 2012 - 2013
BlackRock 2011 - 2012
E*TRADE Financial 2010 - 2011
Merrill Lynch 2004 - 2009
Wells Fargo Bank 2002 - 2004
Skills
Investments, Asset Allocation, Equities, Strategic Financial..., Business Strategy, Financial Analysis, Finance, Financial Planning, Strategic Planning, ETFs, FX trading, Portfolio Management, Mutual Funds, Wealth Management, Valuation, Alternative Investments
Education
San Diego State University-California State University 2007 — 2008
MBA, Financial and Tax Planning
San Diego State University-California State University 2003 — 2005
BA, Economics
Wells Fargo Bank April 2012 - July 2012
Wells Fargo Bank April 2010 - April 2012
MCCANN WORLD GROUP March 2008 - March 2010
FEDERAL HOME LOAN BANK June 2007 - December 2007
ACCENTURE CONSULTING April 2006 - May 2007
GADGET SOURCE, INC November 2004 - January 2006
CHARLES SCHWAB & COMPANY July 1996 - September 2004
Skills
Software Project..., Project Planning, Product Development, Vendor Management, Budgets, SDLC, PMP, Software Development, Project Portfolio..., Program Management, Project Management, PMO, Customer Service, Mobile Devices, Contract Negotiation, Software Documentation, E-commerce, Cross-functional Team..., Scrum, Management, Information Technology
Education
San Francisco State University
B.S, Business Administration, International Business and Marketing
UC Berkeley School of Project Management
Project Managment Certificate
Gryphon Investors February 2014 - Present
Gryphon Investors November 2012 - February 2014
Gryphon Investors June 2012 - October 2012
Lite Bite 2011 - 2012
San Francisco State University 2009 - 2012
Wells Fargo Bank 2010 - 2011
Wells Fargo 2006 - 2011
San Bruno Park School District 2002 - 2005
Skills
SPSS, Mac OS X, PC, Windows 7, PowerPoint, Microsoft Excel, 10 Key, Cisco Phone System, Microsoft Office, Editing, Data Entry, Access, Research, Non-profits, Human Rights, Interviews, Administrative..., Nonprofits
Education
San Francisco State University
MA, Anthropology
San Francisco State University 2004 — 2007
BA, International Relations
Alameda County April 2014 - Present
Ameriprise Financial Services, Inc. 2012 - 2013
AMERIPRISE FINANCIAL SERVICES, INC April 2012 - October 2012
BANK OF AMERICA January 2011 - November 2011
American Administrative Group November 2007 - September 2008
Wells Fargo Bank Commercial Mortgage May 2006 - October 2007
Wells Fargo Bank March 2004 - May 2006
Circuit City Stores Inc September 1998 - March 2004
Skills
Human Resources, CRM, Credit, Insurance, Sales, Bookkeeping, Portfolio Management, Telephone Skills, Retail Banking, Bank Reconciliation, 10 Key, Event Management, Loan Servicing, Cross Selling, Research, Interviews, Accounting, Payments, Microsoft Office, Selling, Tax, Process Improvement, Benefits Administration, Financial Services
Education
San Francisco State University 2003 — 2005
Galileo High School
High School Diploma
The Clorox Company June 2012 - Present
Trion Worlds, Inc. January 2012 - June 2012
Tria Beauty May 2011 - December 2011
Rauxa Direct February 2010 - March 2011
Medical Research Institute June 2008 - December 2009
Design Within Reach January 2008 - July 2008
Wells Fargo Bank May 2007 - January 2008
Advanced Courtroom Technologies2004 2004 - 2007
Grey Group 2003 - 2004
First Consulting Group 1999 - 2003
Skills
Email Marketing, Social Media Marketing, E-commerce, Graphic Design, Marketing, Adobe Creative Suite, Marketing Communications, Digital Marketing, Art Direction, Management, Web Project Management, Adobe Acrobat, Print, Web Development, Project Coordination, Content Management, Packaging, Video Games, Digital Strategy, Direct Mail, CMS, Microsoft Office, Wordpress, Print Production, Press Checks, Quality Assurance, Mobile Design, Mobile Marketing, Interactive Marketing, Social Media, International Project..., B2B eCommerce, B2C marketing, Basecamp, Rich Media, MS Project, Web Content Management, SOW, Managing Creative Teams, Mobile Internet, API, Gamification, Video Editing, Drupal
Education
San Francisco State University 1987 — 1992
BA, Design and Industry
Westchester High School 1984 — 1987
Diploma, General
Infinity West Realty, Inc., San Bruno, CA. April 2009 - Present
Visa January 2007 - March 2009
Visa November 2000 - January 2007
Visa USA September 1998 - October 2000
Visa International May 1997 - August 1998
Visa International September 1994 - May 1997
Visa International October 1992 - September 1994
RIDGE CONSULTING March 1992 - October 1992
Wells Fargo Bank September 1984 - February 1992
Bank of America August 1980 - October 1984
Skills
Microsoft Office Suite, COBOL, CICS, DB2/SQL, JCL, TSO/SPF, VSAM, Easytrieve, Comparex, Yourdon, Data Analysis, Database Design, Data Modeling, Full System Design Life..., Joint Application..., Object Oriented Design, Rational Unified Process, DYL280, Analysis, Business Analysis, Business Requirements, Change Management, Credit Cards, Cross-functional Team..., DB2, Databases, Disaster Recovery, Enterprise Software, Management, PMO, Payment Systems, Payments, Project Management, Quality Assurance, RUP, Requirements Analysis, SDLC, Software Development, Software Documentation, Software Project..., Strategy, Testing, Vendor Management, Microsoft Office
Education
San Francisco State University
B.S, Business Administration
CoreLogic July 2004 - Present
Ellie Mae, Inc. January 2003 - July 2004
Niku Corporation (Computer Associates) September 1999 - August 2002
Bank of America April 1993 - January 1999
Wells Fargo Bank December 1990 - April 1993
McCann Erickson 1986 - December 1990
Skills
Lead Generation, Product Marketing, Marketing Communications, Marketing, Product Launch, Marketing Management, Public Speaking, Product Management, SEM, Competitive Analysis, Email Marketing, Integrated Marketing, Strategy, Market Research, Business Strategy, Business Development, B2B, Advertising, Marketing Strategy, Management, Enterprise Software, Multi-channel Marketing, Strategic Planning, Digital Marketing, Direct Marketing, Customer Acquisition, Analytics, Product Development, Financial Services, Sales Operations, Online Marketing, Segmentation, Go-to-market Strategy, Brand Management, Team Building, Salesforce.com, Program Management, CRM, Strategic Partnerships
Education
San Francisco State University
BA, International Business
Wells Fargo Bank August 2009 - Present
Marine Corps Community Services (MCCS) March 2007 - January 2009
Abercrombie & Fitch August 2005 - May 2006
Education
San Francisco State University 1997 — 2000
Bachelor's, Communication & Journalism
National Art Museum of Sport April 2006 - Present
Glidden-Boyle Productions 2006 - Present
Slavik Group LLC 2006 - Present
Wells Fargo Bank August 2004 - April 2006
Wells Fargo February 2002 - February 2004
Wells Fargo, Enterprise Internet Services July 2000 - February 2002
Bank of America, Web Channel Management July 1999 - July 2000
Various Companies January 1992 - July 1999
Skills
Online Marketing, Digital Media, Editing, Marketing Communications, Internal Communications, Marketing, Content Strategy, Public Speaking, Strategy, Content Management, Advertising
Education
San Francisco State University
M.A., Broadcast and Electronic Communications - Program Development
San Francisco State University, College of Business 1984 — 1990
B.S., International Marketing
Universidad Complutense de Madrid
Certificate, Advanced Spanish and Spanish Studies
Université Paris-Sorbonne
Certificate, Advanced French and French Studies
Wells Fargo Bank February 2014 - Present
Mission Bank June 2012 - January 2014
Wells Fargo Bank February 1986 - May 2012
Skills
Commercial Lending, Lines Of Credit, Small Business Lending, Banking, Commercial Banking, Credit Analysis, Credit, Mortgage Lending, Consumer Lending, Asset Based Lending, Loan Origination, Underwriting, Commercial Mortgages, Treasury Management, Portfolio Management, Credit Risk, Cash Management, Retail Banking
Education
Leadership Bakersfield 1990 — 1991
San Diego State University-California State University 1983 — 1985
BS Business Administration, Real Estate Finance
Pentaho July 2014 - Present
Pentaho 2014 - 2015
Pentaho 2014 - 2015
Pentaho 2014 - 2015
East West Bank October 2011 - January 2014
East West Bank April 2006 - October 2011
Wells Fargo Bank August 1998 - April 2006
Skills
Loans, Banking, Deposits, Small Business Lending, Loan Servicing, Commercial Banking, Mortgage, Retail Banking, Customer Service, Branch Banking, Banking Operations, Mortgage Lending, Branch Management, Business Development, Cash Management, Commercial Lending, Consumer Lending, Core Banking, Credit, Credit Analysis, Cross Selling, Finance, Lines Of Credit, Loan Origination, Sales
Education
San Francisco State University
BS, Business Administration (Marketing)
Wells Fargo June 2014 - Present
Wells Fargo Bank June 2007 - Present
Wells Fargo March 2002 - August 2007
Education
University of Phoenix 2007 — 2009
Master of Business Administration (MBA), Business
San Francisco State University 2001 — 2006
International Business, Business Administration and Management, General
San Francisco State University 2001 — 2006
Computer Information, Business Administration and Management, General
San Francisco State University, College of Business 2001 — 2006
Bachelor of Science (B.S.), Business Management
Wells Fargo Bank March 2008 - Present
ACTEC January 2002 - Present
Neighborhood House 2015 - Present
Portland Center Stage April 2009 - April 2015
Holland & Knight LLP September 2005 - March 2008
Lane Powell PC June 1996 - September 2005
Skills
Estate Tax Planning, Estate Planning, Trusts, Estate Administration, Strategic Financial..., Estate Law, Wills, Powers of Attorney, High Net Worth..., Wealth Management, Small Business, Wealth, Wealth Management..., Tax Law, Retirement Planning, Financial Planning, Investments, Management, Asset Management, Portfolio Management
Education
University of California, Hastings College of the Law 1988 — 1991
J.D., Law
San Francisco State University 1984 — 1987
B.A., English
WheelerFrost - Wealth Managers October 2013 - Present
Wells Fargo November 2011 - December 2012
Wells Fargo Wealth Management Group March 2007 - March 2011
Wells Fargo Securities April 2006 - March 2007
Wells Fargo Bank October 2003 - April 2006
Skills
Portfolio Management, Investment Management, Financial Modeling, Equity Valuation, Project Implementation, corporate finan, Database Management, VBA, Pivot Tables, Cash Flow Forecasting, Derivatives, bloomber, Product Management, DCF Valuation, Business Strategy, Fixed Income Analysis, Relationship Management, New Business Development, Database Administration, Bloomberg Terminal, SQL, Financial Analysis, Bloomberg, Management, Equities, Asset Allocation, Valuation, Series 7, Finance, Wealth Management
Education
San Diego State University-California State University 1997 — 2003
Bachelor of Arts, International Economics
Law Offices of Dolores Victor January 2007 - Present
Bishop, Barry, Howe, Haney & Ryder January 2006 - January 2007
Burnham Brown January 2004 - January 2006
Price and Associates July 2004 - October 2004
Protection and Advocacy June 2000 - May 2004
San Francisco Housing Authority August 1990 - September 1994
Wells Fargo Bank January 1982 - July 1990
Education
UC Hastings College of the Law 1998 — 2001
JD, Law
San Francisco State University 1996 — 1998
BA, Sociology
Charles Schwab May 2012 - Present
Self January 1985 - May 2012
State Compensation Insurance Fund March 2009 - April 2012
Wells Fargo Bank November 2008 - February 2009
Obama for America October 2008 - November 2008
First Republic Bank March 2008 - September 2008
Charles Schwab February 2006 - 2008
Wells Fargo Bank January 2005 - December 2005
Charles Schwab October 1998 - December 2004
Levi Strauss & Co. 1994 - 1998
Skills
Software Development, Microsoft SQL Server, Databases, Unix, Data Modeling, Analysis, SDLC, Systems Analysis, Data Warehousing, Data Analysis, Program Management, Business Analysis, Business Intelligence, SQL, Agile Methodologies, Business Requirements, Project Management, Requirements Analysis, Software Documentation
Education
San Francisco State University 1979 — 1982
Music
The Johns Hopkins University 1969 — 1973
Bachelor of Arts, Social Science
Cisco Systems September 2012 - Present
Cisco December 2010 - Present
Cisco Systems 2009 - 2010
Cisco Systems 2000 - 2007
Sun Microsystems 1996 - 1999
Wells Fargo Bank 1990 - 1995
Skills
Globalization, Country Enablement, Program management, Six Sigma, BOST, Product Management, Problem Solving, Product Marketing, Global Operations, Financial Reporting, Process Improvement, Software Licensing, Software Packaging, Managing Large Budgets, Localization, Portfolio Management, Virtual Teams, Cross-functional Team..., Organize Ambiguity, Executive-level..., Diversity, Software Pricing, Change Management, Executive-level..., Enterprise Software
Education
San Francisco State University 1987 — 1989
BA, Political Science
University of California, Berkeley
Marketing & Progect Mgmt Courses
Hill Physicians Medical Group February 2011 - Present
Wells Fargo Bank August 2009 - February 2011
LifeMasters Supported SelfCare 2006 - August 2009
LifeMasters Supported SelfCare August 2006 - February 2009
LifeMasters, Inc. 2006 - 2009
Lash Corp October 2005 - March 2006
CSAA 2006 - 2006
City and County of San Francisco 2000 - 2005
Franklin Templeton November 1996 - June 2000
KTSF-26, Lincoln Broadcasting 1990 - 1994
Education
University of San Francisco 2002 — 2004
MS, Information Systems Management
San Francisco State University 1986 — 1990
BA, Broadcast Communciations Arts
Northwestern Mutual January 1989 - Present
Wells Fargo Bank June 1985 - December 1988
Crocker National Bank January 1975 - June 1985
John S. Thomson Company 1972 - 1974
Skills
Insurance, Retirement Planning, Employee Benefits, Series 7, Estate Planning, Wealth Accumulation, Asset Allocation, Strategic Financial..., Wealth Management, Disability Insurance, Investment Advisory, Trust Services, Investments, Mutual Funds, Long Term Care Insurance
Education
San Francisco State University 1970 — 1972
M.A., Economics
University of California, Berkeley 1967 — 1969
B.S., Business Administration
University of California, Santa Barbara 1965 — 1967
Esotec, Inc. September 2012 - Present
Naviscent February 2015 - March 2015
Yahoo! March 2010 - September 2012
roundpeg January 2008 - January 2010
Oracle March 2007 - November 2007
Wells Fargo Bank October 2006 - February 2007
Autodesk November 2005 - August 2006
SBC January 2003 - November 2005
Split Second Software March 2002 - October 2003
Bank of America March 2000 - November 2002
Skills
Flex, JavaScript, XML, AJAX, RIA, Subversion, Java, HTML 5, Web Applications, User Interface, MySQL, Agile Methodologies, Tomcat, JSP, SOAP, Web Services, REST, Databases, Software Development, Mobile Applications, Eclipse, SQL, C#, Java Enterprise Edition, .NET, Microsoft SQL Server, Visual Studio
Education
San Francisco State University 1972 — 1973
University of Illinois at Urbana-Champaign 1970 — 1972
Bank of the West December 2012 - Present
City National Bank August 2007 - December 2012
Bank of America 2005 - 2007
IronStone Bank 2005 - 2006
Wells Fargo Bank 1992 - 2003
Skills
Commercial Lending, Banking, Loans, Small Business Lending, Credit, Commercial Banking, Consumer Lending, Mortgage Lending, Commercial Mortgages, Credit Analysis, Lines Of Credit, Loan Origination
Education
San Diego State University-California State University 1983 — 1988
Master of Arts, Public Administration
High School 1976 — 1980
high school diploma, General Education
UCSF July 2015 - Present
Wells Fargo Home Mortgage September 2012 - August 2014
Wells Fargo Home Mortgage November 2011 - September 2012
Wells Fargo Bank January 2010 - October 2011
Ground Floor Public Affairs February 2010 - August 2010
Wells Fargo Bank August 2008 - January 2010
Skills
Patient Care, ICU, Healthcare Management, Emergency Room, Community Outreach, Employee Relations, People Skills, Employee Management, Organization, Development Of Employees, Recruiting, Management, Sales
Education
Skyline College 2013 — 2015
Respiratory Therapy, Respiratory Therapy/Therapist
San Francisco State University 2008 — 2010
Bachelors Degree, Sociology
Author 1992 - Present
Independent Business 1992 - Present
Mandel Communications 1999 - Present
Independently Employed February 1992 - Present
Sierra Writers 2006 - 2008
Wells Fargo Bank 1993 - 2006
Pyramid Alternatives 1986 - 1993
Skills
Writing, Editing, Public Speaking, Coaching, Leadership Development, Team Building, Training, Mental Health, Program Development, Books, Program Management, Executive Coaching, Social Media, Published Author, Psychotherapy, Crisis Intervention, Non-profits, Strategy, Conflict Resolution, Presentation Coaching, Counseling Psychology, Leadership, Management Consulting, Personal Development, Copy Editing, Stress Management, Psychology, Nonprofits, Storytelling, Family Therapy, Publishing, Ghostwriting, Freelance Writing, Instructional Design, Magazine Articles, Book Reviews, Memoir, Non-fiction, Proofreading, Poetry, Creative Writing, Fiction Writing, Fiction, Novels, Ebooks, Short Stories, Creative Writer, Travel Writing, Manuscript, Publications
Education
San Francisco State University
Masters of Science, Counseling Psychology
Wells Fargo Bank March 2011 - Present
Wells Fargo Bank March 2011 - Present
Wells Fargo September 2007 - March 2011
Charles Schwab September 2003 - September 2007
Skills
Project Management, Banking, Internet Banking, Financial Services, Electronic Payments, Online Marketing, Email Marketing
Education
San Diego State University-California State University 1998 — 2002
BA, Business Management
Bank of the West April 2015 - Present
McKesson October 2014 - April 2015
Taproot April 2013 - December 2013
The Gap January 2013 - October 2013
Taproot 2013 - 2013
Wells Fargo Bank February 2011 - August 2012
Kaiser Permanente 2007 - October 2010
Longs Drugs September 2001 - March 2007
PeopleSoft 1996 - August 2001
Skills
PMP, Integration, Quality Assurance, Problem Solving, Budgeting, Financial Reporting, Financial Analysis, Agile & Waterfall..., Agile Project Management, EDI, Open Workbench, MS Project, MS Excel, Forecasting, Budget, Microsoft Excel, Budgets, Cross-functional Team..., Program Management, Process Improvement, PMO, Project Management, Software Documentation, SharePoint, Agile Methodologies, Management, CRM, Enterprise Architecture, Leadership, Microsoft Project, Project Planning
Education
San Francisco State University 1992 — 1994
MBA, Finance
University of San Francisco 1974 — 1978
BS, Computer Science
Wells Fargo August 2012 - Present
Wells Fargo Bank January 2010 - Present
Wells Fargo Bank February 2003 - Present
Skills
Strategic Planning, Banking, Strategy, Financial Services, Global Strategy..., Leadership, Relationship Management, Strategic Financial..., Finance, Team Management, Mergers & Acquisitions, Retail Banking, Diversity Champion, Management, Diversity, Entrepreneurship, Analysis, Business Development, Sales, Marketing, Financial Planning
Education
Thunderbird School of Global Management 1995 — 1997
MBA, International Business Management
San Francisco State University 1985 — 1990
BS, International Finance
Wells Fargo Home Mortgage 2010 - Present
Wells Fargo Bank August 2001 - August 2010
Skills
Mortgage Lending, VA, Conventional, Refinance, Purchase, First Time Home Buyers, FHA, Investments, Mortgage Banking, Short Sales, Real Estate, VA loans, Referrals, Credit, Real Estate Transactions, Investment Properties, Residential Homes, REO, Residential Mortgages, Sellers, USDA, Single Family Homes, FHA financing, Loan Origination
Education
San Francisco State University 1992 — 1996
BA, Humanities
Santa Fe Public Schools March 2015 - Present
Performance Solutions April 2004 - Present
Las Positas College 2004 - Present
Esurance, Inc. May 2008 - September 2012
UC Berkeley, SF State Extension, Las Positas College September 1989 - June 2008
Wells Fargo Home Mortgage September 2005 - May 2008
Prosperity Mortgage March 2007 - January 2008
Wells Fargo Bank May 2004 - July 2005
Fremont Bank March 2003 - December 2003
E-Loan, Inc May 1999 - March 2003
Skills
Team Building, Coaching, Workforce Planning, Instructional Design, Mortgage Lending, Leadership Development, Process Improvement, Policy, Training, Leadership, Program Management, Organizational..., Workshop Facilitation, Strategic Planning, Employee Training, Public Speaking, Sales Management, Executive Management, Management, Teaching, Sales, Community Outreach, Customer Service, Succession Planning, Research, Interviews, Adult Education, Executive Coaching, Personnel Management, E-Learning, Human Resources, Marketing, Time Management, Personal Development, Communication Skills, Career Development, Staff Development, CRM, Organizational..., Recruiting, Management Development, MBTI, Career Counseling, Change Management, Performance Management, Resume Writing, Performance Improvement, Blended Learning, Performance Consulting, Conflict Resolution
Education
University of California, Berkeley 1977 — 1979
Doctoral Candidate, Higher Education, Administration and Public Policy
San Francisco State University 1969 — 1973
MA, Education
San Francisco State University 1960 — 1963
BA, Sociology, Physical Education
Adjunct Professor, Las Positas College
Bryce Global January 2009 - Present
DBI Beverage San Francisco April 2008 - January 2009
Wells Fargo Bank May 2007 - December 2007
Grand Hyatt San Francisco May 2007 - June 2007
American Marketing Systems September 2006 - December 2006
Gumbiner Savett Inc June 2006 - August 2006
Skills
Broadcast, Social Media, Television, Video Production, Editing, Microsoft Office, Final Cut Pro, Video Editing, Video, Photoshop, Public Relations, Advertising, Digital Media, Journalism, Sales
Education
San Francisco State University 2004 — 2009
Bachelor of Accounting Science, Accounting
Fairfax High School 2000 — 2004
National Mortgage Insurance Corporation "National MI" March 2013 - Present
National Mortgage Insurance Corporation "National MI" August 2012 - March 2013
The PMI Group, Inc. July 2009 - August 2012
Homecomings Financial/GMAC-RFC August 1997 - November 2008
GMAC ResCap - Homecomings Financial 1997 - November 2008
North American Mortgage 1984 - 1997
Wells Fargo Bank July 1975 - July 1983
Skills
Underwriting, Credit Risk, Credit, Loss Mitigation, Risk, Risk Management, Banking, Loans, Compliance, Mortgage Underwriting, Process Improvement, Operations Management, Strategic Planning, Due Diligence, Analysis, Problem Solving, Customer Service, Financial Risk, Mortgage Banking, Mortgage Lending, Fraud, Project Management, Credit Analysis, Insurance, Team Building, Auditing, FHA, Management, Real Estate, Loan Origination, Executive Management, Residential Mortgages, Financial Analysis, Financial Services, USDA
Education
San Francisco State University 1974 — 1976
Cruzen Communications 2003 - Present
UnitedHealthcare 2000 - 2003
Fleishman-Hillard International Communications 1993 - 2000
Great Western Bank 1992 - 1993
California Association of Realtors 1987 - 1991
Wells Fargo Bank February 1983 - September 1987
The Hanford Sentinel November 1981 - February 1983
Royal Viking Lines June 1980 - October 1981
Visalia Times-Delta August 1977 - June 1979
Skills
Strategic Communications, Public Relations, Corporate Communications, Crisis Management, Writing, Editing, Marketing Communications, Press Releases, Web Content, Publicity, Copywriting, Newsletters, Content Development, Media Relations, Publishing, Speech Writing, Internal Communications, Crisis Communications, Journalism, Nonprofits, Reputation Management, Strategy, Social Media, Communications Planning, Content Strategy, Communication Training, Public Affairs, Blogging, Integrated Marketing
Education
San Francisco State University 1977 — 1980
Bachelor's
Realty Source. April 2012 - Present
Realty World November 2008 - April 2012
Pulte Homes June 2006 - November 2008
Wells Fargo Bank January 2004 - November 2005
Bank of America August 2000 - December 2003
Skills
Investors, Selling, Investment Properties, Real Estate, Investments, Negotiation, Sellers, First Time Home Buyers, REO, Real Estate Transactions, Relocation, Sales Management, Foreclosures, Leadership, Sales, Buyers, Networking, Account Management, Training, Strategic Planning, New Homes, Property Management, Single Family Homes, New Business Development, Team Building, Short Sales, Time Management, Real Property, Residential Homes, Customer Service, Contract Negotiation, Management, Marketing Strategy, Property, Construction, Condos, Microsoft Office, Buyer Representation, Luxury, New Home Sales, FHA, Commercial Real Estate, Referrals, Marketing, Listings, Real Estate Development, Facebook, SFR, Move Up Buyers, Townhomes
Education
San Francisco State University 1988 — 1992
BS, Business Administration
Saint Ignatius College Prep 1981 — 1985
Smartbiz December 2014 - Present
Wells Fargo Bank September 2008 - November 2014
Expert European Linguistics August 2007 - May 2008
Map West, Inc. (Electric Tour Company) May 2005 - June 2007
Skills
Banking Relationships, Loan Origination, Customer Retention, Sales Operations, Team Management, Coaching, Analysis, Finance, Teaching Experience, Financial Planning, Mortgage Planning, Home Equity, Conflict Management, Outdoor Recreation, Notary Public, Banking, Loans, Management, Sales, Credit, Mortgage Lending, Retail Banking, Strategy, Customer Service, Team Building, Credit Analysis
Education
San Francisco State University 2010 — 2012
BA, International Relations and Affairs, Middle East and Asia
Branham High School, San Jose CA
Diploma
Wells Fargo Bank September 2012 - Present
Wells Fargo Bank March 2011 - September 2012
Wells Fargo Bank August 2008 - March 2011
Wells Fargo May 2006 - August 2008
Skills
Banking, Team Building, Customer Service, Organizing, Reliability, Selling, Cross Selling, Financial Planning, Retail Banking, Management, Leadership, Consumer Lending, Microsoft Word, Microsoft Office, Microsoft Excel, Credit, Loans, Financial Services, Small Business Lending, Finance, Sales, Strategic Financial..., Commercial Banking
Education
San Francisco State University 2004 — 2010
Bachelor of Science, Political Science
AssetMark Business Continuity Preparedness AnalystGenworth FinancialJuly 2011 - Present
Wells Fargo Bank July 2010 - November 2011
Wells Fargo July 2008 - December 2009
CRC Consulting August 2004 - June 2008
Skills
Business Continuity, Project Management, Business Continuity..., Training, Management, Business Process, Disaster Recovery, Risk Assessment, Risk Management, Vendor Management, Financial Risk, Program Management, Crisis Management, Enterprise Software, Operational Risk..., Leadership, Business Analysis, Process Improvement, Consulting
Education
San Francisco State University 2005 — 2008
Bachelor of Science Degree, Business Administration - Management
DRII
Wells Fargo Bank August 2007 - Present
Lanier Worldwide January 2005 - July 2006
Cintas August 2002 - January 2005
Skills
Event Management, Microsoft Office, Marketing, Event Planning, Training, Budgets, Management
Education
San Francisco State University 2009 — 2010
Certificate coursework, Event Planning and Project Management
University of California, Santa Barbara
BA, Environmental Studies
The Fairmont San Francisco February 2014 - Present
The Fairmont San Francisco January 2013 - February 2014
The Fairmont San Francisco June 2010 - December 2012
The Fairmont San Francisco September 2008 - June 2010
Wells Fargo Bank September 2006 - May 2008
Ricoh Business Solutions November 2005 - June 2006
George P. Johnson February 2005 - November 2005
Wells Fargo Bank May 2004 - April 2005
Skills
Hotels, Training, Customer Service, Event Planning, Marketing Communications, Event Management, Budgets, Account Management, Outlook, Sales, Sales Management, Salesforce.com, Microsoft Excel, PowerPoint, Forecasting, Marketing Strategy, Inventory Management, Marketing, Microsoft Word, Microsoft Office, Hospitality, Hospitality Industry, Contract Negotiation, Social Media Marketing, Management, Project Planning, Negotiation, Public Relations, Tourism, Meeting Planning, Resorts, Customer Satisfaction, Market Planning, Cold Calling, Advertising, Front Office, Social Networking, Rooms Division, Online Marketing, Hospitality Management, Food & Beverage, Catering, Entertainment, Leadership, Revenue Analysis, Trade Shows
Education
San Francisco State University 2001 — 2005
Bachelor's of Science, Marketing
Willis Allen Real Estate February 2000 - Present
Willis Allen Real Estate February 2000 - Present
Wells Fargo Bank 1990 - 2000
Great American Bank 1977 - 1990
Skills
Single Family Homes, REO, Buyer Representation, First Time Home Buyers, Sellers, Real Estate, Residential Homes, Investors, Investment Properties, Real Estate Transactions, Property, Loans, Contract Negotiation, Relocation, Referrals, Short Sales, Marketing, Banking, Sales, Foreclosures, Resellers, Listings, Buyers, 1031 Exchanges, Luxury, Townhomes, Move Up Buyers, Condos, Relocation Buyers, Vacation Homes, Seniors, SFR, Real Property, Seller Representation
Education
San Diego State University-California State University 1985 — 1987
CFP, Financial Planning
Safeway May 2015 - Present
McKesson UnitedHealth Group Sephora May 2012 - May 2015
McKesson February 2006 - April 2012
Bank of America 2000 - 2006
Wells Fargo Bank October 1995 - August 2000
Skills
BI Solutions, Data Warehousing &..., ETL, IBM Ascential DataStage, BW, Oracle, Toad, Business Objects, Maestro 8.1, MicroStrategy, SQL, SQL* Loader, UNIX, Data Warehousing, Microstrategy, Business Intelligence, Datastage, Business Requirements, Requirements Gathering, Ab Initio, SAP BW, Database Design, Business Analysis, Systems Analysis, SQL*Plus, Databases, Informatica, User Acceptance Testing, Data Migration, Access, Crystal Reports, DB2, SDLC, Data Integration, Data Warehouse..., Data Modeling, Unix, Requirements Analysis, DataStage
Education
San Francisco State University
Bachelor of Science (BS), Business Information and Computing Systems
Wells Fargo Bank 2007 - Present
Placer Sierra Bank 2001 - 2007
Westamerica Bank 1994 - 2001
Skills
Loans, Credit, Mortgage Lending, Banking, Commercial Lending, Commercial Banking, Credit Analysis, Small Business Lending, Loan Origination, Mortgage Banking, Portfolio Management, Underwriting, Consumer Lending, Wealth Management, Series 7, Retail Banking, Relationship Management, Investments, Financial Services, FHA
Education
Pacific Coast Banking School 2012 — 2014
SFSU 1990 — 1992
Finance, Real Estate, Banking
Wells Fargo Bank 2011 - August 2014
Wells Fargo 2002 - 2008
California Statewide Communities Development Authority 1999 - 2001
First Bank of Rochester 1998 - 1999
Bankers Trust of California 1991 - 1997
Skills
Financial Services, Capital Markets, Banking, Business Analysis, Credit, Investments, Financial Analysis, Business Development, Business Process, Business Strategy, Process Improvement, Program Management, Finance, Strategy
Education
San Francisco State University 2001 — 2001
Internet Design Certificate
San Francisco State University 2001 — 2001
Web Developer Certificate
San Francisco State University 1986 — 1988
Bachelor of Arts (B.A.), Political Science and Government
Wells Fargo Bank March 2010 - Present
Deutsche Bank/RREEF April 2002 - September 2009
Sonnenblick-Goldman July 1998 - September 2001
MetLife September 1988 - July 1997
Skills
Capital Markets, Real Estate Investment, Multifamily Renovations, Asset Sales, Equity and Loan..., Large Loan Asset..., Instutional Asset..., Asset Managment, Multi-family, Investment Properties, Brokerage, Loans, Asset, Asset Management, Real Estate, Portfolio Management, Investors, Apartments, Property Management, Finance, Real Estate Transactions, Dispositions, Leases, Commercial Real Estate, Real Estate Development, Valuation
Education
San Francisco State University 1987 — 1988
MBA
University of California, Davis 1978 — 1982
BS
CMC Chiropractic September 2006 - Present
Self-employed March 2005 - Present
Wells Fargo Bank September 1997 - June 2001
Skills
Injury Prevention, Wellbeing, Lifestyle, Sciatica, Strength Training, Nutritional Counseling, Low Back Pain, Pregnancy, Active Release, Fibromyalgia, Extremity Adjusting, Supplements, Neck Pain, Headaches, Personal Injury, Pediatrics, Carpal Tunnel Syndrome, Chiropractic, Spine
Education
Life Chiropractic College West 2001 — 2005
DC, Chiropractic
San Francisco State University 1994 — 2001
Bachelor of Science (BS), Biology, General
Raoul Wallenberg High School 1990 — 1994
GE
Workday May 2015 - Present
Workday June 2012 - Present
JDS Uniphase May 2011 - June 2012
Sybase September 2008 - May 2011
Sybase May 2007 - August 2008
Wells Fargo Bank June 2005 - March 2007
Skills
Microsoft Office, Business Objects, Hyperion Planning, Hyperion Enterprise, Oracle Applications, Callidus Software, Brio, Essbase, Forecasting, Budgeting, Excel, PowerPoint, Financial Modeling, Variance Analysis, Compensation, Capex, Commission, Financial Reporting, Salesforce.com, Microsoft Excel, Deferred Compensation, Budgets, Enterprise Software, Brio Query, Business Intelligence, Finance, SAP, Cross-functional Team..., Analysis, Data Analysis, Management, Teamwork, Strategic Leadership
Education
San Francisco State University 2004 — 2006
B.S, Financial Services & Corporate Finance
Salesforce.com October 2012 - Present
Salesforce.com August 2011 - September 2012
Salesforce.com June 2010 - July 2011
RH Enterprises 2009 - 2010
Wells Fargo Bank 2000 - 2009
Skills
Emerging Technologies, Social Media, Salesforce.com, Banking, Consultative Selling, Brand Awareness, Social Networking Sites, Cloud Computing, Force.com, Sales Management, Business Strategy, Selling, Sales, Social Networking, Strategy, Coaching, Enterprise Software, Strategic Partnerships, Relationship Management, Business Development, Solution Selling, B2B, CRM, SaaS, Direct Sales, Social Media Marketing, Online Marketing, Start-ups, Financial Services, Leadership, Change Management, Sales Process, Cold Calling, Analytics, Account Management, Sales Operations, Professional Services, Competitive Analysis, Sales Presentations, Product Management, Email Marketing, Demand Generation, E-commerce, Customer Retention, Product Marketing, Customer Acquisition, Online Advertising, New Business Development, Marketing
Education
San Francisco State University
Bachelor of Arts, Sociology
AT&T January 2000 - Present
AT&T 1998 - 2000
AT&T 1996 - 1998
Bank of the West 1996 - 1996
Wells Fargo Bank 1992 - 1995
Bank of America 1990 - 1992
Education
San Francisco State University 1989 — 2003
BS, Marketing, Finance
University of California, Berkeley
Certificate of Contract Management - Purchasing
Bank of America Merrill Lynch 2007 - Present
Wells Fargo Bank 2006 - 2007
Bank of the West 2004 - 2006
Bank of America 1999 - 2004
Skills
Banking, Portfolio Management, Sales, CRM, Strategy, Cash Management, Relationship Management, Management, Selling, Marketing, Financial Services, Credit, Budgets, Loans, Treasury Management
Education
San Francisco State University 1994 — 1998
BA
Disqus 2013 - Present
Federated Media Publishing, Inc. 2010 - 2013
Wells Fargo Bank 2009 - 2010
Visa, Inc. 2006 - 2009
Visa 2004 - 2006
Visa 2003 - 2004
Safeway June 2002 - September 2002
Valuestar, Inc. March 2000 - September 2001
Skills
Project Management, Marketing Communications, Online Advertising, Marketing Strategy, Digital Marketing, Social Media Marketing, Product Development, Product Marketing, Strategic Partnerships, Integrated Marketing, Product Management, E-commerce, Email Marketing, Analytics, Marketing, Strategy, Mobile Devices, Digital Strategy, Advertising, Mobile Marketing, Lead Generation, Online Marketing, SEM, Web Analytics, Digital Media
Education
San Francisco State University 1997 — 2002
B.S., Industrial Technology - Visual Communication Design
Wells Fargo Bank 2005 - 2011
Judicial Council of California May 2002 - December 2004
Charles Schwab 1998 - 2002
Charles Schwab 1995 - 1998
Charles Schwab 1991 - 1995
Charles Schwab 1989 - 1991
Skills
Change Impact Analysis, Vendor Management, Vendor Relationships, Security, Risk Assessment, SDLC, Data Center
Education
San Francisco State University 1978 — 1982
Crestmoor High School
EMC Corporation 2004 - 2015
Documentum 2002 - 2004
PeopleSoft March 2000 - November 2001
Wells Fargo Bank August 1999 - February 2000
Skills
White Papers, User Experience, Project Management, Content Management, Online Marketing, Web Content, SEO, Editing, Information Architecture, Email Marketing, Marketing Communications, Creative Direction, RFP, CMS, APIs, HTML, Content Strategy, Product Marketing, Web Analytics, Web Content Management, Editorial, Marketing, Video, Copywriting, Usability, Multimedia, Web Marketing, Technical Writing, Website Development, Online Help, Web 2.0, Content Development, WordPress, Social Media Marketing, Web Project Management, Newsletters, DITA, Technical Communication, Digital Strategy, Digital Marketing, Publishing, Dreamweaver, Technical Documentation, FrameMaker, User Interface Design
Education
University of California, Los Angeles (UCLA) 1983 — 1987
Bachelor’s Degree, Sociology (specialization in Social Psychology)
San Francisco Conservatory of Music
Voice Performance: Opera
JPMorgan Chase NMLS # 275722 April 2011 - Present
Wells Fargo Bank November 2010 - April 2011
Guild Mortgage Company October 1998 - October 2010
Glendale Federal Bank August 1993 - September 1998
Skills
FHA, Mortgage Lending, Refinance, Home Equity Lines of..., VA loans, FHA financing, Residential Mortgages, Mortgage Banking, Loan Origination, Credit, Loans, USDA, Credit Analysis, Mortgage Underwriting, Real Estate Financing
Education
San Diego State University-California State University 1988 — 1993
Wells Fargo Bank February 2011 - Present
Wells Fargo July 2009 - February 2011
Andrews Consulting Services January 2008 - July 2009
Washington Mutual May 1990 - December 2007
Skills
Portfolio Management, Business Process..., PMP, Data Warehousing, Banking, Change Management, Business Analytics, Business Process..., Relationship Management, CRM, Predictive Analytics, Data Mining, Teradata, Data Governance, Data Analysis, Strategic Planning, Customer Acquisition, Metrics, Direct Marketing, Operations Management, Budgets, Quality Assurance, ETL, Finance, Program Management, Project Management, Strategy, Management, Enterprise Architecture, Requirements Gathering, Visio, Management Consulting, Credit Risk, Call Centers, Team Building
Education
San Francisco State University
MBA, Business Analysis
University of California, Santa Barbara
BS Mathematics, Operations Research
Mindjet August 2011 - Present
Wells Fargo Bank October 2006 - July 2011
Williams-Sonoma, Inc. February 2004 - June 2006
Discovery Toys March 2003 - December 2003
Visa September 2002 - October 2002
Groundswell January 2000 - November 2001
SAP June 1998 - December 1999
Integrated Project Systems May 1997 - August 1997
Charles Schwab February 1992 - July 1997
Merrill Lynch February 1989 - September 1991
Skills
Cross-functional Team..., Financial Analysis, Marketing, Strategic Planning, Analytics, Strategy, Marketing Strategy, Business Analysis, Program Management, Project Management, Product Management, Business Strategy, Leadership, SaaS, Business Development, Enterprise Software, CRM, Change Management, Team Building, Manage Client..., Training, Teaching, Workshop Facilitation, Facilitations, Executive Facilitation, Sales, Consulting, Facilitators, Analysis, Start-ups, Project Planning, Executive Management, Finance, Strategic Partnerships
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 1998
Master of Business Administration, Marketing, Finance
San Diego State University-California State University 1982 — 1988
BS, Business - Financial Services
BioMarin Pharmaceutical Inc. June 2014 - December 2014
Copart August 2013 - February 2014
CSI February 2013 - July 2013
HSBC, now CapitlOne December 2011 - October 2012
Wells Fargo Bank July 2010 - February 2012
Kaiser Permanente May 2009 - July 2010
Charles Schwab July 2008 - January 2009
Wells Fargo Bank October 2007 - March 2008
Bayer Pharmaceuticals May 2007 - October 2007
Visa October 2006 - March 2007
Skills
Business Analysis, Business Process, Project Management, SDLC, Vendor Management, Requirements Analysis, Program Management, PMP, Business Intelligence, Software Project..., Business Process..., Resource Management, Process Improvement, CRM, Change Management, Visio, Integration
Education
University of San Francisco 2002 — 2004
Masters, Information Systems
San Francisco State University
Masters, International relations
University of California, Berkeley
Bachelors, Political Science
M Squared Consulting March 2013 - Present
Visa April 2011 - September 2012
Wells Fargo July 2009 - January 2011
JPMorgan Chase (Formerly Washington Mutual) July 2007 - January 2009
Washington Mutual/Providian Financial April 1997 - December 2006
Union Bank of California 1993 - 1997
City National Bank March 1993 - October 1993
Wells Fargo Bank August 1989 - March 1993
Skills
PMP, SDLC, Coaching and Mentoring, Financial Analysis and..., Vendor Management, Financial Analysis, Change Management, Business Analysis, Process Improvement, Forecasting, Project Management, Program Management, Software Project..., Business Process..., Project Portfolio..., Portfolio Management, Analysis, Data Analysis, Training, Quality Assurance, Business Process, SharePoint, Banking, Cross-functional Team..., Business Intelligence, Data Warehousing, Requirements Gathering, PMO, Finance, Risk Management, Agile Methodologies, CRM, Software Documentation, IT Strategy, Visio, Analytics, Resource Management, Business Requirements, Integration
Education
San Francisco State University 1985 — 1988
MBA, Finance
San Francisco State University, College of Business 1982 — 1985
BS, Information Systems
EY August 2015 - Present
EY September 2012 - Present
V2 Solutions LLC January 2010 - January 2013
Ernst & Young, LLP May 2009 - January 2010
Ernst & Young, LLP January 2003 - May 2009
Ernst & Young, LLP October 2001 - January 2003
Wells Fargo Bank January 2001 - October 2001
Skills
Go-to-market Strategy, Integrated Marketing, Business Development, Marketing Strategy, Marketing Communications, Strategy, Business Strategy, Public Relations, Strategic Communications, Leadership, Management, Marketing, Internal Communications, Strategic Planning, Business Planning, Team Management, Program Management, Social Media Marketing, Speech Writing
Education
San Diego State University-California State University
BA, Business Communications
Wells Fargo April 2010 - Present
Wells Fargo Bank May 2008 - March 2010
Wells Fargo August 2007 - May 2008
Nextcard, Inc 2000 - 2002
Skills
Disaster Recovery, Integration, SDLC, Management, Vendor Management, Enterprise Architecture, Business Analysis, Requirements Analysis, IT Strategy, Agile Methodologies, Program Management, Data Analysis, Data Visualization
Education
San Francisco State University 1994 — 2000
BA, International Relations
Solar Turbines January 2014 - Present
Hotel Del Coronado August 2010 - December 2013
New Company July 2009 - July 2010
The San Diego Union-Tribune July 1995 - July 2009
Bank of America 1993 - 1995
Wells Fargo Bank 1990 - 1993
Great American Savings Bank 1984 - 1992
Skills
Certified DISC..., Work-Out Coach, Achieve-Global Certified, Facilitators, Training, Employee Relations, Organizational..., Performance Management, HRIS, Leadership Development, Coaching, Management, Employee Engagement, Human Resources, Team Building, Recruiting, Strategic Planning, Leadership, Staff Development, Onboarding, Workshop Facilitation, Budgets
Education
San Diego State University-California State University
Bachelor of Arts, Liberal Studies
Glendale Community College, Glendale CA
Associate of Arts, Business
Ross Stores February 2009 - Present
Hitachi Consulting 2009 - 2009
Ross Stores 2009 - 2009
Advent Software September 2007 - November 2008
Wells Fargo Bank February 2007 - September 2007
Wells Fargo Bank March 2004 - March 2007
Wells Fargo Bank February 1999 - March 2004
wells fargo bank 1978 - 2000
Tesseract 1988 - 1993
Skills
Vendor Management, Process Improvement, Team Building, IT Strategy, Program Management, IT Infrastructure..., Windows Virtualization, Unix Virtualization, Recruiting, Disaster Recovery, Project Portfolio..., Budgets, Enterprise Software, Leadership, Customer Service, Software Development, Management, Business Analysis, Agile Methodologies, Integration, Change Management, SDLC, Consulting, PMP, Account Management, Cross-functional Team..., Business Process..., New Business Development, IT Management, Business Intelligence, Visio
Education
San Francisco State University
Bachelor of Arts, Economics
Oggi's Sports Brewhouse Pizza April 2014 - Present
House of Blues January 2011 - October 2013
House of Blues January 2009 - January 2011
Wells Fargo Bank January 2006 - January 2009
Skills
Proficient with..., Advertising, Blogging, Brand Awareness, Brand Development, Brand Management, Budgets, Business Strategy, Copywriting, Corporate Branding, Corporate Events, Customer Service, Digital Marketing, Direct Marketing, Email Marketing, Entertainment, Event Management, Event Planning, Facebook, Financial Analysis, Hospitality, Integrated Marketing, Management, Market Planning, Market Research, Marketing, Marketing Communications, Marketing Strategy, Media Buying, Media Planning, Microsoft Excel, Mobile Marketing, Music, Negotiation, Nonprofits, Online Advertising, Online Marketing, Press Releases, Project Management, Project Planning, Public Relations, Relationship Marketing, Retail, SEO, Sales, Social Media, Social Media Marketing, Social Networking, Sponsorship, Strategic Financial...
Education
San Diego State University-California State University 2004 — 2008
BS- Marketing, Marketing
Wells Fargo Bank September 1995 - Present
Wells Fargo Bank 2005 - 2010
Skills
Small Business Lending, Commercial Lending, Lines Of Credit, Credit, Loans, Credit Analysis, Commercial Banking
Education
San Francisco State University 1996 — 2000
Wells Fargo November 2013 - Present
Wells Fargo Bank January 2008 - November 2013
Placer Sierra Bank 2004 - 2007
California Federal Bank 1991 - 2002
Skills
Loans, Operational Risk, Retail Banking, Auditing, Banking, Portfolio Management, Mortgage Lending, Risk Management, Risk Assessment
Education
San Francisco State University
Bachelor of Arts, Psychology
First Republic Bank June 2006 - Present
Wells Fargo Bank 2004 - 2006
A Touch of Class 1996 - 2000
Skills
Private Banking
Education
San Francisco State University
Economics
Pacific Gas and Electric Company, Data Analytics and Governance Business Intelligence March 2015 - Present
Wells Fargo Consumer Lending Credit Risk Group, Operational Risk & Compliance September 2013 - March 2014
Center for Infectious Diseases, California Department of Public Health March 2011 - July 2011
Wells Fargo Bank March 2007 - April 2008
UCSF Department of Epidemiology/Biostatistics October 2004 - December 2006
UCSF Center For Knowledge Management January 2004 - October 2004
Barra Inc March 2001 - May 2001
San Francisco State University Extension Multimedia Studies Program November 2000 - April 2001
UCSF Institute for Health Policy Studies October 1996 - October 1999
Center for Health Care Evaluation, Veterans Affairs Palo Alto Health Care System September 1992 - September 1995
Skills
Data Analysis, SQL, Data Management, Databases, Analysis, Excel, SAS, Unix, Microsoft Excel, Research, Program Management, Teaching, Public Speaking, Personal Development, Statistics, Qualitative Research, Software Documentation
Education
San Francisco State University 2000 — 2001
Professional Sequence Certificate, Java Programming
San Francisco State University 2000 — 2000
Programming Professional Development Certificate, Unix System/C/C++
University of California, Santa Cruz 1988 — 1992
Bachelors of Arts, Psychology
Scarsdale High School 1983 — 1987
HS Diploma
Wilshire State Bank November 2012 - Present
PacWest Bancorp June 2010 - December 2010
Montecito Bank & Trust 2008 - 2009
Triad Financial /RoadLoans.com 2005 - 2007
Countrywide Home Loans 2004 - 2005
Wells Fargo Bank 2002 - 2003
KPMG 1997 - 2002
Citibank 1992 - 1997
Bank of America 1984 - 1992
Skills
Enterprise Risk..., Banking, Financial Risk, Risk Management, Financial Analysis, AML, Credit Risk, Operational Risk..., Sarbanes-Oxley Act, Financial Reporting, Internal Audit, Due Diligence, Operational Risk, Internal Controls, Financial Modeling, IT Audit, Retail Banking, Sarbanes-Oxley, Auditing, Accounting, COSO, CISA, Mergers & Acquisitions, Fraud, Credit, Loans, Finance, Financial Audits, Commercial Lending, Portfolio Management, Commercial Banking, Cash Management, Corporate Finance, SEC filings, Corporate Governance
Education
San Francisco State University 1979 — 1981
MBA, Finance
University of California, Berkeley 1973 — 1977
Wells Fargo Bank April 2005 - Present
Northern California Cherry Blossom Festival December 2008 - December 2010
Northern California Cherry Blossom Festival December 2000 - December 2008
Wells Fargo February 2000 - April 2005
Wells Fargo October 1996 - February 2000
Skills
Unix, SQL, Access, Testing, Databases, Mainframe, SQL Server, Automation, Analysis, Programming, Visual Basic, Web Applications, Banking, Quality Assurance, ASP.NET, Microsoft SQL Server, Visio, Troubleshooting, Business Analysis, Software Project..., Data Analysis, Customer Service, Management, SAS, SAS Programming
Education
San Francisco State University 1996 — 1998
Dynavax Technologies June 2014 - Present
Accelrys, Inc. (merged with Symyx Technologies) July 2010 - December 2013
Symyx Technologies, Inc. (acquired Elsevier MDL) October 2007 - June 2010
Elsevier MDL March 1998 - September 2007
Wells Fargo Bank January 1996 - March 1998
Wells Fargo Bank November 1993 - December 1995
Skills
Technical Support, Windows Server, VMware, Troubleshooting, Servers, SharePoint, Active Directory, Microsoft Exchange, Windows, Windows XP, XP, Network Administration, Testing, Agile Methodologies, Software Documentation, Enterprise Software
Education
San Francisco State University 1984 — 1989
Bachelor of Science (B.S.), Computer Information Systems (CIS)
Wells Fargo Bank March 2004 - Present
West Portal Software Corporation October 1995 - May 1999
Skills
Data Warehousing, Data Marts, Programming, Risk Management, SAS, Requirements Analysis, SDLC
Education
San Francisco State University 1993 — 1995
IMPAQT November 2013 - Present
IMPAQT July 2011 - November 2013
Rent Jungle April 2010 - October 2010
EcoTimber October 2000 - January 2009
Working Assets June 1998 - June 2000
Wells Fargo Bank July 1992 - June 1996
Skills
SEO, Online Advertising, Google Analytics, Web Marketing, SEM, Marketing, Digital Marketing, Marketing Research, Google Adwords, CRM, Advertising, Business Strategy, Market Research, Web Analytics, Analytics, Social Media Marketing, Leadership, Data Analysis, Product Development, Brand Management, Mobile Marketing, Interactive Marketing, Branding & Identity, International Marketing, Green Marketing, Presentation Design, Business Development, MSN AdCenter, Search Advertising, Presentation Development, Executive Presentation..., PPC Bid Management, Yahoo Search Marketing, Tableau, Marin Software, Adobe Marketing Cloud, Online Marketing
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2009 — 2011
MBA, Marketing
San Francisco State University 1995 — 1997
BA, Television Broadcasting
Wells Fargo Bank -Online Banking February 2014 - Present
Wells Fargo Bank May 2009 - April 2013
Wells Fargo Bank January 2000 - March 2008
Skills
Requirements Gathering, SDLC, Vendor Management, Business Analysis, PMP, Agile Methodologies, Visio, Requirements Analysis, Process Improvement, Management, Integration, Banking, Software Project..., Business Requirements
Education
San Francisco State University 1969 — 1974
BA, Business
LendSure Mortgage Corp. 2015 - Present
Wells Fargo Home Mortgage 2012 - 2015
SETERUS/ IBM LENDER BUSINESS PROCESS SERVICES 2010 - June 2012
Wells Fargo Bank 2008 - 2010
Accredited Home Lenders March 2001 - June 2008
PinnFund, USA 1996 - 2001
Skills
Banking, Loss Mitigation, Finance, Loans, Credit Risk, Mortgage Banking, Credit Analysis, Risk Management, Mortgage Lending, Credit, Asset Management, Management, Portfolio Management, Process Improvement, Financial Analysis, Loan Origination, Financial Services, Leadership, Analysis, Financial Risk, Account Management, Underwriting
Education
San Diego State University-California State University 1986 — 1988
bachelors, finance
Wells Fargo Bank June 1979 - January 2011
Wells Fargo June 1979 - January 2011
Wells Fargo Bank January 1986 - May 1994
Skills
Banking, Quality Assurance, Leadership, Project Management, Testing, Credit Cards, Operational Risk, Financial Services, Auditing, SDLC, Loans, Risk Management, Checks, Business Analysis, Change Management, Integration, Analysis, Vendor Management, Mergers & Acquisitions, Bank Mergers
Education
San Francisco State University 1961 — 1969
MBA, Industrial Engineering/ Management Science
Dr John Sullivan & Associates January 2002 - Present
Agilent Tech and HP March 1997 - January 2002
Exponent 1995 - 1997
EPRI 1990 - 1995
First Deposit 1991 - 1992
Wells Fargo Bank 1987 - 1989
Skills
Workforce Planning, Talent Management, Talent Acquisition, Human Resources, Performance Management, Employer Branding, Onboarding, HRIS, Recruiting, Personnel Management, Employee Engagement, Employee Relations, HR Consulting, Executive Search, Succession Planning
Education
San Francisco State University 1983 — 1987
Bus, Human Resources
Wells Fargo Bank October 2010 - Present
Wells Fargo September 2006 - November 2010
Skills
Relationship Management, Foreign Exchange, Treasury Management, Banking, International Treasury..., Customer Service, CTP, SWIFT Messaging, SWIFT Payments
Education
San Francisco State University
Wells Fargo Bank August 2011 - Present
Wells Fargo Bank September 2006 - August 2011
Wells Capital Management November 2004 - September 2006
Wells Capital Management September 2001 - October 2004
Skills
Fixed Income, Portfolio Management, Equities
Education
San Francisco State University
B.S.
Wells Fargo April 2012 - Present
Wells Fargo October 2007 - April 2012
Wells Fargo Bank October 2005 - October 2007
Wells Fargo November 2001 - October 2005
Skills
Training & Development, project management, ADDIE, Instructional Design, Classroom, Staff Development, Curriculum Design, Team Building, Training, Job Aids, Blended Learning, Learning Management, Training Delivery, Needs Analysis, Instructor-led Training, Employee Training, Project Management, E-Learning
Education
San Francisco State University 2005 — 2007
MA, Education: Instructional Technologies
San Francisco State University 2000 — 2002
BA, Liberal Studies
Wells Fargo Bank March 2015 - Present
Wells Fargo September 2013 - March 2015
Wells Fargo October 2011 - September 2013
Wells Fargo May 2008 - October 2011
Wells Fargo Bank September 2005 - May 2008
Wells Fargo May 2004 - September 2005
Wells Fargo October 2002 - May 2004
Skills
College Recruiting, Job Fairs, Loans, Applicant Tracking..., Credit, sourcing and building..., networking, internally..., Financial Services, Retail Banking, negotiating offers, Strategic Consulting, Full-life Cycle..., Close Attention to..., Highly resourceful, New Hire Orientations, EEO/AA Compliance, Streamlining Complex..., Workshop Facilitation, Development & delivery..., Time Management, Branch Operation, Staffing Processes, Extending Offers, Closing Candidates, Long Term Relationship..., Following Through, High Volume Staffing, Sales, Customer Service, Small Business Lending, Sales Management, Consumer Products, Consulting, Consumer Lending, Teller Operations, Teamwork, Diversity & Inclusion, Branch Management, Cold Calling, Appointment Generation, Manage Client..., Client Aquisition, Cross Selling, Coaching, Canvassing, Employee Benefits, Career Counseling, Cash Handeling, Finance, Business
Education
San Diego State University-California State University 2005 — 2007
M.S., Counseling
San Diego State University-California State University 1999 — 2004
B.A., Psychology
Wells Fargo November 2013 - Present
Direct Partners May 2009 - November 2013
Neopost March 2008 - March 2009
First Republic Bank September 2006 - November 2007
Wells Fargo Bank February 2002 - September 2006
Skills
Microsoft SQL Server, SQL, Database Marketing, T-SQL, Visio, Microsoft Excel, Microsoft Word, VB.NET, Microsoft Publisher, Microsoft Office, Oracle SQL, Oracle 9i, Microsoft Access, Siebel CRM, Oracle BI EE, Data Analysis, Unica Affinium Campaign, Unica, Teradata, Direct Mail, Software Documentation, Access, Oracle, Siebel
Education
Devry University 2003 — 2006
Bachelor's degree, Computer Information Systems
San Francisco State University 1998 — 2001
General Education
The Presbyterian Church in Needham May 2014 - Present
San Francisco Theological Seminary January 2013 - Present
San Francisco Theological Seminary May 2011 - January 2013
Calvary Presbyterian Church November 2008 - June 2009
Arizona Daily Star April 2000 - September 2003
Digital Engraving 1997 - 1998
Graphic Arts Management 1996 - 1997
Wells Fargo Bank 1987 - 1996
Skills
Community Outreach, Teaching
Education
San Francisco Theological Seminary 2006 — 2010
San Francisco State University 1986 — 1993
BA, Comparative Literature; minor Fine Arts
Santa Rosa Junior College 1986 — 1988
General Education
Wells Fargo Bank February 2008 - Present
Wells Fargo September 2006 - August 2007
Skills
Retail Banking, PeopleSoft, Customer Service, Team Building, Commercial Banking, Financial Analysis, Credit, Consumer Lending, Customer Satisfaction, Risk Management, Commercial Lending, Microsoft Office, Sales, Management, Strategic Financial..., Insurance, Credit Analysis, Banking, Recruiting, Leadership, Financial Services, Small Business Lending, Cash Management, Organizational...
Education
San Francisco State University
University of Phoenix
Manno Household January 2011 - Present
Wells Fargo Bank July 2007 - December 2010
Skills
Banking
Education
San Francisco State University 2002 — 2003
BA, Modern Jewish Studies
Wells Fargo Bank November 2005 - Present
Education
University of San Diego 1988 — 1991
MBA, Finance
San Diego State University-California State University 1983 — 1986
Accounting
Wells Fargo Bank December 2007 - Present
First Federal Bank of California 2004 - 2006
Merrill Lynch 2003 - 2004
Morgan Stanley Private Wealth Management 2000 - 2003
Donaldson Lufkin & Jenrette 1999 - 2000
Education
San Diego State University-California State University 2006 — 2007
MBA, Finance & Entrepreneurship
Wells Fargo Bank November 2005 - June 2011
Wells Fargo Bank July 2003 - November 2005
Wells Fargo Bank May 2002 - July 2003
Wells Fargo Bank September 2000 - May 2002
Skills
Management, Program Management, Project Management, Recruiting, Wealth Management, Human Resources, Training, Investments, Budgets
Education
University of San Diego 1999 — 2003
BA, Psychology
San Francisco State University
2010, Professional Meeting Planning Certificate
San Francisco State University
2011, Executive Certificate in Financial Planning
Wells Fargo Bank Branch ManagerWells Fargo Bank1990 - 2009
USE Credit Union 2004 - 2007
Commercial Capital Bank/Hawthorne Savings 2001 - 2004
Education
San Diego State University-California State University 1995 — 1999
Bachelors, Sociology
First Republic Bank April 2012 - Present
Wells Fargo Bank June 2005 - August 2008
Skills
Management, Business Development, Budgets, Finance, Teamwork, Credit, Banking, Loans, Retail Banking, Portfolio Management, Customer Service, Sales
Education
San Francisco State University
Business Administration/ International Business
Wyndham Vacation Ownership April 2013 - Present
Shell Vacations Hospitality 2005 - April 2013
Wells Fargo Bank June 1998 - June 2000
Grosvenor Suites August 1996 - March 1998
Skills
Advertising, Microsoft Office, Excel, Word, Customer Service, PowerPoint, Customer Relations, Event Management, Event Planning, Front Office, Hotels, Hotel Management, Hospitality, Hospitality Management, Problem Solving, Guest Service, Scheduling, Access, Guest Satisfaction, Pre-opening, Rooms Division, Supervisory Skills, Negotiation, Hiring, Administration, Customer Satisfaction, Hospitality Industry, Guest Service Management, Property Management..., Social Media, Public Relations, Opening Hotels, Yield Management, Resorts, Process Scheduler, Sales, Revenue Analysis
Education
San Francisco State University
Wells Fargo Bank August 1999 - Present
Citi August 1996 - August 1999
Skills
Management, Loans, Banking, Business Strategy, Commercial Banking, Competitive Analysis, Credit, Cross Selling, Customer Satisfaction, Finance, Financial Analysis, Retail Banking, Risk Management, Sales, Small Business Lending, Strategic Financial..., Wealth Management, Consumer Lending, Credit Analysis, Relationship Management
Education
SFSU 1990 — 1996
Economics, Economics
Wells Fargo January 2001 - Present
Wells Fargo Bank January 2001 - Present
Skills
IT Strategy, Leadership, Information Technology, Vulnerability Management, Service Management, Release Management, Configuration Management, Process Improvement, Information Security, Operational Risk..., ITIL, Virtualization, Citrix, Enterprise Architecture, Strategy, Technical Architecture
Education
San Francisco State University
Computer Information Systems
Wells Fargo Bank June 2007 - Present
Skills
Consumer Lending, Customer Service, Credit, Banking, Loans, Operations Management, Team Management, Coaching, Risk Management, Branch Management, Lines Of Credit, Small Business Lending, Commercial Lending, Retail Banking, Cross Selling, Sales, Financial Analysis, Relationship Management
Education
San Francisco State University 2004 — 2008
FINANCE
San Francisco State University, College of Business
finance
Wells Fargo Bank April 2012 - Present
Wells Fargo Bank December 2007 - March 2012
Balboa Capital Corporation July 2006 - December 2007
Skills
Small Business Lending, Lines Of Credit, Commercial Lending, Asset Based Lending, Business Acquisition, Risk Management, Sales Pipeline..., Customer Presentations, Portfolio Management, Mortgage Lending, Commercial Banking, Financial Services, Treasury Management, Sales Management, CRM, Loans, Credit, Credit Analysis, Relationship Management, Banking
Education
San Francisco State University 2002 — 2006
Bachelor of Science, Corporate Finance and Financial Services
Visa January 2013 - Present
Wells Fargo Bank March 2010 - January 2013
East West Bank December 2006 - April 2010
Skills
AML, Bank Secrecy Act, OFAC, Banking, USA PATRIOT Act, Operational Risk, PCI Standards, NACHA, KYC, BSA, Risk Assessment, Compliance Regulations, Financial Regulation, Financial Risk, Fraud, Retail Banking, Anti Money Laundering
Education
San Francisco State University
TIAA-CREF January 2014 - Present
TIAA-CREF March 2010 - Present
First Republic Bank December 2009 - February 2010
Wells Fargo Bank May 2004 - August 2009
Skills
Personal Financial..., Strategic Planning, Home Equity Loans, Banking, Customer Service, Financial Modeling, Investments, Business Strategy, Business Development, Business Analysis, Financial Reporting, Financial Services, Relationship Management
Education
San Francisco State University 2004 — 2006
B.B.S, Corporate Finance/ Financial Services
Wells Fargo 2013 - Present
Wells Fargo November 2010 - July 2013
Wells Fargo Bank August 2007 - November 2010
US Bank September 2005 - August 2007
Skills
Finance, Risk Management, Loans, Strategic Planning, Data Analysis, Commercial Banking, Banking, Credit Analysis, Analysis, Credit, Financial Analysis, Commercial Lending, Management, Project Management, Mortgage Lending, Relationship Management, Financial Services, Portfolio Management
Education
San Francisco State University
Ellen Balaguer, LLC September 2013 - Present
American Lung Association in California August 2012 - May 2013
American Lung Association in Cali June 2011 - August 2012
Wells Fargo Insurance Services January 2001 - January 2009
Wells Fargo Insurance Services 2008 - 2009
Wells Fargo Insurance Services January 2004 - January 2008
Wells Fargo Insurance Services 2004 - 2008
Loan Adjustment Group January 2001 - January 2004
Wells Fargo Bank 2001 - 2004
Skills
Microsoft Excel, PowerPoint, Administrative..., Time Management, Vendor Management, Risk Management, Sales, Customer Service, Relationship Management, Marketing, Project Management, Account Management, Business Analysis, Budgets, Fundraising, Visio, Program Management, Business Development, Financial Analysis, Strategic Planning, Access, Event Management, Management
Education
San Francisco State University 1985 — 1988
BA, Creative Writing
San Francisco State University 1985 — 1988
B.A, Creative Writing
Campolindo High School 1979 — 1983
General Education
U.S. Bank January 2014 - Present
Kimpton Hotels & Restaurants May 2013 - December 2013
Citi January 2012 - April 2013
Wells Fargo Bank May 2006 - September 2011
Skills
Customer Service, Leadership, Credit Cards, Banking, Sales, Selling, Customer Retention, Finance, Risk Management, Financial Analysis, Insurance, Customer Experience, Process Improvement, Call Centers, Analysis, CRM
Education
San Francisco State University 2007 — 2009
Science Business Administration; Finance
FA 2004 * SP2007Diablo Valley College 2004 — 2007
Associates in Arts, General Education
Good Sires Ticketing and Events January 2013 - Present
Wells Fargo April 2015 - Present
Wells Fargo March 2013 - March 2015
Wells Fargo October 2012 - February 2013
Wells Fargo Bank April 2011 - September 2012
Wells Fargo Bank May 2006 - April 2011
Vector Marketing Corporation November 2003 - July 2005
Skills
Sales, Management, Leadership, Customer Service, Credit, Process Scheduler, Banking, Loans, Retail Banking, Cross Selling, Mortgage Lending, Microsoft Excel, Consumer Lending, Financial Analysis, Microsoft Office, Lines Of Credit, Cold Calling, Commercial Banking, Cash Management, Account Management, PowerPoint, Microsoft Word
Education
San Francisco State University 2004 — 2009
Bachelors of Science, Business Administration with a concentration in Marketing, Minor Asian American Studies
San Francisco State University 2004 — 2009
Bachelor of Business Administration (BBA), Marketing
Scheidegger Trading Company Inc February 2006 - Present
Wells Fargo September 2012 - April 2013
Wells Fargo Bank April 2011 - December 2011
San Francisco County Transportation Authority February 2011 - August 2011
Skills
PowerPoint, Invoicing, Microsoft Excel, Data Entry, Administrative..., Microsoft Office, Microsoft Word, Customer Service, Research, Financial Analysis, Receptionist Duties, Non-profits, Customer Satisfaction, Team Leadership, Teamwork, Team Motivation, Management
Education
San Francisco State University 2007 — 2010
Bachelor's degree, Finance, General
Wells Fargo Bank Other Business Banking PositionsWells Fargo BankApril 1992 - 2010
Education
University of Arizona 2000 — 2003
Master's, Business Administration
San Diego State University-California State University 1990 — 1995
Bachelor's, Accounting
Bay Area Properties Realty & Finance, Inc August 2015 - Present
LocalTradePros.com August 2015 - Present
Tesla Motors July 2013 - August 2015
Tesla Motors July 2012 - July 2013
Farmers Insurance & Financial Services October 2010 - March 2012
Heartline Productions Inc. July 2011 - November 2011
Copart April 2006 - January 2010
Wells Fargo Bank September 2004 - October 2006
Skills
Insurance, Property & Casualty..., Banking, Customer Service, Sales, Marketing, Social Media Marketing, Account Reconciliation, Customer Satisfaction, Data Entry, DMV, Facebook, Social Media, Training, Online Marketing, Salesforce.com, Team Building, Time Management, Project Management, Social Networking, Microsoft Excel, PowerPoint, Leadership, Event Planning, Management
Education
San Francisco State University 2010 — 2012
Bachelors, Business: Marketing
Solano Community College 2004 — 2007
Associates, Business
Wells Fargo July 2013 - Present
Wells Fargo Bank September 2011 - July 2013
Wells Fargo Advisors April 2000 - September 2011
Skills
Loans, Credit, Banking, Strategic Financial..., Financial Analysis, Mortgage Lending, Wealth Management, Credit Analysis, Commercial Lending, Cash Management, Commercial Banking, Consumer Lending, Portfolio Management, Loan Origination, Retail Banking, Credit Risk, Relationship Management
Education
San Francisco State University 1995 — 2001
Bachelors, Kinesiology
San Francisco State University 1995 — 1999
Bachelors, Computer Information Systems
Wells Fargo Bank June 2010 - Present
Heritage Bank of Commerce 2006 - 2010
Wells Fargo 2003 - 2006
Wells Fargo February 2005 - October 2005
Wells Fargo March 2004 - February 2005
Nordstrom March 2003 - March 2004
American Packaging October 2002 - March 2003
Education
University of California, Santa Cruz 2000 — 2002
Bachelor of Arts (BA), Business Management and Economics
San Diego State University-California State University 1998 — 1999
Management Information Systems, General
Wells Fargo Bank June 1994 - Present
Education
San Francisco State University
Bachelor of Applied Science (BASc), Information Systems
O.M.G. Home Watch March 2014 - Present
Wells Fargo Bank August 1990 - January 2012
Skills
Retail Banking, Financial Services, Cross Selling, Customer Service, Team Building, Coaching, Sales, Deposits, Credit Cards, Lines Of Credit, Consumer Lending, Banking, Loans, Credit, Mortgage Banking, Mortgage Lending, Loan Origination, Commercial Lending, Real Estate, Small Business Lending
Education
San Diego State University-California State University
Bachelor of Arts (B.A.), Public Administration
Wells Fargo Bank February 2011 - Present
Wells Fargo Bank November 2008 - February 2011
First Republic Bank July 1999 - September 2008
Skills
Underwriting -..., Loan Work-outs/Credit..., Relationship/Portfolio..., Credit Analysis -..., Risk Managment -..., Business Banking -..., Small Business Lending, Underwriting/Analysis-..., Credit, Loans, Portfolio Management, Financial Risk, Credit Analysis, Banking, Underwriting
Education
SFSU 1987 — 1992
Bachelor's degree, Business Management