Wells Fargo Bank
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Bank Salaries. You can even request information on how much does Wells Fargo Bank pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo Bank directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
17,543 Wells Fargo Bank employees in database. Find out everything there's to know about Wells Fargo Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Bank Employees
KPMG July 2015 - Present
KPMG October 2013 - June 2015
KPMG US June 2012 - August 2012
Wells Fargo Bank March 2011 - June 2012
Skills
Financial Analysis, Accounting, Retail Banking, Financial Reporting, Financial Accounting, Auditing, GAAP, US GAAP, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork
Education
San Jose State University 2008 — 2012
Undergraduate, Accounting
San Jose State University 2008 — 2012
Bachelor of Science (B.S.), Accounting
San Mateo Credit Union 2013 - 2014
Self 2009 - 2013
Washington Mutual 2006 - 2008
Washington Mutual 1999 - 2005
Citibank 1996 - 1998
Wells Fargo Bank 1986 - 1996
Skills
Retail Banking, Banking, Credit, Credit Analysis, Loans, Finance, Loan Origination, Consumer Lending, Mortgage Banking, Mortgage Lending, Branch Management, Leadership
Education
San Jose State University
Bachelor's Degree, Business Administration - Finance
Zappos Family of Companies October 2010 - Present
TEKsystems August 2007 - October 2010
Wells Fargo Bank April 2002 - August 2007
Skills
SQL, Spring, Agile Methodologies, XML, Java, JavaScript, Software Development, Microsoft SQL Server, Requirements Analysis, Java Enterprise Edition, Oracle, SOA, MySQL, Perl, SDLC, Unix, Linux, Web Services, Scrum, PL/SQL, Database Design, JDBC, jQuery, JSON, CSS, Amazon Web Services..., Redshift
Education
San Jose State University 1994 — 1998
Fremont Bank April 2014 - Present
Lincoln Law School 1993 - Present
San Jose Conservation Corps 1992 - Present
First Republic Bank October 2010 - April 2014
U.S. Trust July 2009 - October 2010
Wells Fargo Bank December 2005 - December 2008
the Heritage Law Group 1995 - 2003
Ferrari, Alvarez, Olsen Ottoboni 1986 - 1995
Southern California Savings 1983 - 1986
Overton, Lyman Prince 1981 - 1983
Skills
Trust Services, Estate Planning, Corporate Law, Commercial Litigation, High Net Worth..., Wealth Management..., Tax Law, Tax, Wills, Litigation, Securities, Wealth, Estate Tax Planning, Trusts, Wealth Management, Estate Administration, Investment Management, Private Banking, Asset Allocation
Education
USC Gould School of Law 1977 — 1980
J.D., Law
University of Oxford 1975 — 1977
M. Phil, Economics
Santa Clara University 1972 — 1975
B. Sc., Economics
Wells Fargo September 2012 - Present
Wells Fargo Bank April 2006 - September 2011
Best Buy October 2004 - June 2006
Skills
Quality Assurance, Test Planning, Quality Center, ClearQuest, System Testing, Regression Testing, Cross-functional Team..., Management, Microsoft Excel, Banking, Credit, Customer Service, Sales, Cross Selling, Mobile Devices
Education
San Jose State University 2004 — 2011
Bachelor, Business Finance
Virgo Publishing / Informa Exhibitions November 2012 - February 2015
CRS Temporary Housing January 2010 - November 2012
HIPP Professional Staffing July 2003 - January 2007
Karen Neat Orthodontics October 2000 - July 2002
Allen Dental Center March 1998 - October 2000
Wells Fargo Bank April 1995 - June 1996
Skills
Payroll, Account Reconciliation, Accounts Payable, Invoicing, Accounting, Outlook, Budgets, Financial Analysis, Microsoft Office, Adobe Acrobat, Financial Reporting, Microsoft Word, Accounts Receivable, Customer Service, Collections
Education
DeAnza Jr. College
Associate's Degree, Business Administration and Management, General
San Jose State University
Speech Path/Audiology
Wells Fargo Bank October 2013 - Present
Wells Fargo Bank June 2011 - August 2013
Wells Fargo Bank April 2010 - June 2011
Community Action of Napa Valley, Inc. September 2008 - April 2010
Wells Fargo Bank 2004 - 2008
Petco 2002 - 2004
The Mechanics Bank 2001 - 2001
Bank of Walnut Creek 1991 - 2000
Skills
Databases, Oracle, Analytical Skills, Data Analysis, Business Analysis, Analysis, Data Modeling, Database Design, SQL, Data Mining, MySQL, SAS, ASP.NET, Management, Java, XML, XML Schema, Unified Modeling..., JSON, XPath, XQuery, XLST, Oracle OLAP, Data Warehousing, Strategic Planning, Leadership, Banking, SaaS, ETL, UML, Software Project..., Risk Management, Analytics, XSLT
Education
University of California, San Diego 2014 — 2015
Certification (in progress), Data Mining
Stanford University 2013 — 2013
Statement of Accomplishment, Intr. Databases, Department of Computer Science
University of California, Berkeley 2008 — 2009
Certificate of Completion, Professional Sequence in Database Management Systems
Santa Clara University
BSC, Economics
Santa Clara University - Leavey School of Business
MBA, Business Administration
St. Mary's College High School
OUTFRONT Media November 2013 - Present
CBS Outdoor October 2011 - November 2013
Wells Fargo Bank September 2010 - October 2011
Jim Colborn Baseball League June 2009 - August 2010
Wells Fargo June 2006 - September 2007
Holiday Retirement Corporation September 2005 - June 2006
Revolution Moto April 2003 - June 2006
Skills
Relationship Development, Customer Relations, Advertising, Marketing Strategy, Advertising Sales, New Business Development, Market Planning, Outlook, Microsoft Office, Lead Generation, Marketing Communications, B2B, Event Marketing, Small Business, Event Planning, Customer Service, Event Management, Sales, CRM, Management, Social Media Marketing, Marketing, Social Media
Education
University of California, Santa Barbara 2008 — 2010
Bachelor of Science, Business Economics and Sports Management Minor
Santa Rosa Junior College 2005 — 2007
Santa Barbara City College
Santa Rosa High School
Wells Fargo Bank December 2007 - Present
Wells Fargo Bank December 2004 - 2007
Give Something Back April 2002 - October 2003
Quality Resource Associates May 2000 - February 2002
Open Schools of Language 1997 - 1999
Skills
Contract Negotiation, Program Development, Sales Process, Channel, Payments, Merchant Services, Payment Processing, Payment Solutions, B2B, Consultative Selling, Credit Cards, Credit Card Processing, Online Payments, Cross Selling, Electronic Payments, Payment Systems, Strategy Development, Risk Management, E-commerce, Client Relationship..., Written Presentations, Mobile Payments, New Business Development, Payment Card Processing, Selling, E-payments, SaaS, Sales, Strategy, Debit Cards, Strategic Partnerships, Relationship Management, CRM, Training, Management, Financial Services, Executive Management, ACH, Cards, Banking, Customer Acquisition, Solution Selling, Product Management, Transaction Processing, Business Development, Leadership, Payment Industry, Keynote, Start-ups, Business Strategy
Education
Santa Clara University 1992 — 1995
1st Capital Bank June 2013 - Present
Wells Fargo Bank 2010 - 2013
Comerica Bank, (Formerly County Bank & Trust and Pacific Western Bank) 1993 - 2010
Wells Fargo Bank 1989 - 1993
County Bank & Trust 1983 - 1988
Wells Fargo Bank 1976 - 1983
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Loans, Credit Analysis, Lines Of Credit, Credit, Asset Based Lending, Cash Flow Lending, Banking, Consumer Lending, Commercial Mortgages, Treasury Management, Mortgage Lending, Middle Market, SBA, Loan Origination, Underwriting, Retail Banking, Portfolio Management, Credit Risk, Treasury Services, Mortgage Banking, Cash Management, Residential Mortgages, Construction Loans, Financial Services, Private Banking, Refinance, Financial Risk, Relationship Management, Branch Banking, Deposits, Cross Selling, Team Leadership, Executive Management
Education
San Jose State University 1975 — 1977
Bachelor of Arts (B.A.), Mass Communication/Media Studies w/Speech Minor
Cabrillo Community College 1973 — 1975
Associate of Arts (A.A.), Speech, Business
Heritage Bank of Commerce January 2015 - Present
Wells Fargo Bank December 2012 - October 2014
US Bank October 2010 - November 2012
Wells Fargo Bank 2007 - October 2010
Wells Fargo Bank 2005 - 2007
Morgan Stanley 2003 - 2005
Skills
Treasury Management, Cash Management, Commercial Banking, Financial Services, Finance, Payments, Relationship Management, Business Development, Customer Service, Corporate Finance, Cross Selling, Sales, Direct Sales, Banking, Treasury Services, CRM, Deposits, Portfolio Management, Asset Based Lending, Business Process..., Sales Process, Customer Acquisition, Customer Retention, Strategic Communications, Communication Skills
Education
Santa Clara University 1997 — 2001
Bachelor of Science, Marketing
Identiv March 2015 - Present
SecureAuth Corporation May 2013 - November 2014
Celestix Networks May 2011 - May 2013
Cyberoam May 2010 - May 2011
Cenzic January 2009 - May 2010
Secure Computing / Ciphertrust June 2007 - May 2008
Secure Computing December 2004 - June 2007
Qualys October 2001 - December 2004
Wells Fargo Bank December 1998 - July 2000
Skills
Firewalls, Business Development, Enterprise Software, Solution Selling, Account Management, New Business Development, Channel, Security, IAM, Strategic Partnerships, Channel Partners, Sales Operations, Selling, Management, Sales, Information Security, Cloud Computing, SaaS, Sales Presentations, Channel Sales, Go-to-market Strategy, Computer Security
Education
San Jose State University
Business, Accounting
CloudFlare, Inc. September 2015 - Present
Salesforce February 2014 - August 2015
All Star Consulting May 2010 - February 2014
Wells Fargo March 2010 - May 2010
Wells Fargo Bank September 2009 - December 2009
Gordon and Betty Moore Foundation March 2007 - February 2008
Liberty Reverse Mortgage August 2006 - February 2007
Wells Fargo Home Mortgage June 2005 - August 2006
Addison Avenue Federal Credit Union 2001 - 2002
Skills
Sourcing, Technical Recruiting, Contract Recruitment, Internet Recruiting, Recruiting, Applicant Tracking..., Executive Search, Business Development, Talent Acquisition, Screening Resumes, Mortgage Lending, Strategic Planning, College Recruiting, Team Building, Vendor Management
Education
Santa Clara University 1990 — 1994
Bachelor's, Political Science
Loyola High School 1986 — 1990
LinkedIn + lynda.com May 2015 - Present
lynda.com June 2012 - Present
OutreachSystems.com (Formerly Softshare) April 2000 - January 2012
Wells Fargo Bank August 1991 - April 2000
Ojai Valley Inn & Spa July 1988 - August 1991
Ojai Valley Inn & Spa June 1987 - June 1988
Parker Hannifin Corp. - Aerospace Group February 1979 - April 1986
US Army June 1975 - November 1978
Skills
Small Business, Customer Service, Customer Relations, Public Speaking, New Business Development, Coaching, Proposal Writing, Direct Sales, Sales, Organizational..., Project Management, Social Networking, Management, Training, CRM, Team Building, Leadership, Marketing, Start-ups, Business Development, Leadership Development, Marketing Strategy, Public Relations, Strategic Planning, Team Leadership, SaaS
Education
Santa Barbara City College 1986 — 1987
AA, Liberal Arts
Wells Fargo Technology Banking June 2009 - Present
Wells Fargo Commercial & Technology Banking March 2007 - June 2009
Wells Fargo Bank September 2002 - March 2007
Skills
Accounting, Business Development, Commercial Banking, Credit Risk, Credit, Loans, Start-ups, Mergers & Acquisitions, Payroll, Banking, Financial Analysis, Deposits, Portfolio Management, Financial Services, Financial Structuring, CRM, Venture Capital, Asset Management, Cash Management, Relationship Management, Customer Service, Investments, Small Business Lending, Financial Modeling, Internal Audit, Account Management, Consumer Lending, Mortgage Lending, Sales Management, Loan Origination, Mobile Devices, Mortgage Banking, Retail Banking, Cross Selling, Strategic Financial..., Series 7, Capital Markets, Credit Analysis, Wealth Management, Mutual Funds, Underwriting, Investment Banking, Finance, Lines Of Credit, Risk Management
Education
San Jose State University 2006 — 2010
Business Administration, Economics
West Valley College 2002 — 2005
Business Administration
Grace Hospice and Palliative Care May 2013 - Present
Wells Fargo Securities May 2011 - Present
Wells Fargo Bank May 2009 - April 2011
Regional Medical Center of San Jose September 2008 - April 2009
The Navigators May 2008 - August 2008
Alum Rock Counseling Center September 2007 - May 2008
Black Angus Steakhouse August 2001 - July 2007
Star One Credit Union May 2006 - December 2006
Bank of America November 2004 - May 2006
Skills
Event Planning, Public Speaking, Community Outreach, Fundraising, Psychotherapy, Hospitals, Therapists, Play Therapy, Grief Counseling, Leadership, Conflict Resolution, Data Analysis, Training, Social Networking, Team Building, Group Therapy, Volunteer Management, Management
Education
San Jose State University 2005 — 2009
Master of Social Work (MSW), Clinical/Medical Social Work
San Jose State University 2003 — 2006
Bachelor of Arts (BA) in Psychology, Psychology, Social Science
Aphesis Group Facilitator Training
First American Financial Corporation November 2012 - Present
Pacific Premier Bank March 2009 - November 2012
Regulus Group June 2008 - January 2009
First Bank August 1994 - April 2008
Wells Fargo Bank June 1989 - July 1994
Skills
Small Business Lending, Commercial Banking, Loans, Commercial Lending, Lines Of Credit
Education
Santa Ana College 1989 — 1992
Associate's degree, Business Administration and Management, General
Wells Fargo Bank January 2012 - Present
Enterprise Rent-A-Car June 2010 - December 2011
Togo's Eateries October 2005 - June 2010
Skills
Customer Service, Marketing, Self-starter, Close Attention to..., Training, Sales, Follow-through Skills, Administrative Functions, Business Development, Customer Satisfaction, Salesforce.com, Time Management, Outlook
Education
San Jose State University 2005 — 2010
Bachelor of Science (BS), Marketing
State Farm February 2013 - Present
Lifetime Athletics October 2011 - Present
American Income Life July 2012 - December 2012
Kanani Food November 2011 - March 2012
Clark County School Dist January 2011 - July 2011
Premier Traffic July 2008 - January 2010
Tarkanian Basketball Academy October 2007 - April 2009
Wells Fargo Bank January 2008 - June 2008
Farmers Insurance July 2007 - January 2008
Farmers Insurance July 2001 - January 2008
Skills
Insurance, Customer Service, Life Insurance, Sales, Loans, Leadership, Sales Management
Education
Santa Barbara City College 1996 — 1997
Santa Barbara Business College 1994 — 1995
Business Administration
Santa Barbara City College 1994 — 1995
santa barbara high school 1990 — 1994
Santa Barbara High School 1989 — 1994
College Preparatory
Kaiser Permanente IT July 2012 - March 2014
Wells Fargo Bank July 2003 - May 2012
McKesson April 2000 - July 2003
Wells Fargo Bank December 1998 - April 2000
Delta Dental April 1995 - November 1998
Skills
Oracle SQL, Oracle Enterprise..., DBArtisan, Shell Scripting, Oracle PLSQL, Perl, AWR, awk, Awk, Database Tools, SQL Tuning, AIX, Databases, Oracle RAC, Oracle Applications, Performance Tuning, Testing
Education
San Jose State University 1968 — 1970
BA, Mathematics
CruiseOne April 2005 - Present
United Airlines September 2000 - June 2004
Wells Fargo Bank October 1989 - April 1996
Skills
Cruises, Leisure Travel, Travel Planning, Sales, Incentive Travel, Business Travel, Tourism, Vacation, Travel Management, Honeymoons, Tour Operators, Incentives, Adventure Travel, Travel Insurance, Family Reunions
Education
Santa Clara University 1989 — 1993
Bachelor of Arts (B.A.), Communication and Media Studies
Mercy High School San Francisco
Santa Clara University
Bachelor of Arts, Communication; Print Journalism
Meriwest Credit Union November 2012 - Present
Wells Fargo Bank August 2010 - November 2012
Skills
Financial Analysis, Finance, Financial Modeling, Loans, Credit, Banking, Mortgage Lending, Credit Analysis, Accounting, Investments, Portfolio Management, Wealth Management, Start-ups
Education
San Jose State University 2007 — 2009
Bachelor of Science, Business ( Finance )
Stanford Hospital & Clinics November 2013 - Present
UCSF March 2013 - September 2013
Bo Enterprises August 2012 - March 2013
Wells Fargo Bank October 2008 - August 2012
Boys & Girls Clubs of America March 2007 - September 2008
Kaiser Permanente March 2001 - June 2005
Education
San Jose State University 2008 — 2012
Bachelors of Science, Administration in Business Management
Oak Grove High School
High School Diploma
Noodle & Boo, LLC September 2014 - March 2015
Zambetti Farms and Properties May 2011 - April 2014
Keller Williams Realty August 2002 - May 2012
Wells Fargo Bank December 2009 - April 2010
Skills
Finance, Analysis, Accounts Payable, Payroll, Process Improvement, QuickBooks, Account Reconciliation, General Ledger
Education
Santa Clara University 2012 — 2012
Certificate of Advanced Accounting Profeciency, Accounting
San Jose State University
Bachelor of Science (B.S.), Business Administration, concentration in finance
iStorage February 2014 - Present
Friends of the Nevada State Railroad Museum December 2013 - Present
March of Dimes January 2011 - Present
COUNTRY Financial® June 2013 - January 2014
United Federal Credit Union April 2011 - July 2012
Bank of the West February 2008 - April 2011
Nevada Security Bank/Northern Nevada Bank 2005 - 2008
Colonial Bank 2003 - 2005
Wells Fargo Bank 1997 - 2003
CIBC 2000 - 2002
Skills
Analytics, Human Capital Management, Strategic Communications, Personnel Management, Coaching, Employee Training, Leadership, Management, Strategic Planning, Training, Banking, Management Consulting, Customer Service, Analysis, Performance Management, Strategic Partnerships, Business Planning, Event Planning, Fundraising, Sales, Budgets, Public Speaking, Sales Management, Retail, Business Development, Team Building, Executive Management, Public Relations, New Business Development, Organizational..., Marketing, Leadership Development, Risk Management, Strategy, Small Business, Time Management, Humor, Smiling, Listening to Clients, Credit, Insurance, Team Leadership, Social Networking
Education
Leadership Reno-Sparks 2005 — 2006
San Jose State University 1990 — 1992
English, Geography
West Valley College 1987 — 1990
General
Santa Teresa
Wells Fargo Bank January 2012 - Present
Wells Fargo 2003 - 2011
Wells Fargo 2000 - 2003
Wells Fargo 1998 - 2000
Wells Fargo 1996 - 1998
Wells Fargo 1989 - 1996
Skills
Program Management, Change Management, Internal Communications, Vendor Management, Leadership Development, Business Analysis
Education
San Jose State University
BA, Journalism, Reporting & Editing
Walmart eCommerce May 2014 - Present
KAYAK August 2013 - May 2014
KAYAK December 2007 - August 2013
YoSwirl July 2007 - December 2009
SideStep February 2007 - December 2007
Wells Fargo Bank April 2006 - February 2007
Dish Planet February 2004 - March 2006
Skills
Monetization, Ad Serving, Advertising, SEM, Online Advertising, PPC, DoubleClick, Advertising Operations, Display Advertising, Product Development, Salesforce.com, Ad Exchanges, DFP, Online Marketing, Ad Networks, Behavioral Targeting, Start-ups, Mobile Advertising, Analytics, Web Analytics, Mobile Marketing, Digital Strategy, Digital Marketing, Affiliate Marketing, Google Adwords
Education
San Jose State University 2001 — 2005
Bachelor of Science, Marketing
First American Exchange Company March 2013 - Present
First Amercian Exchange Company September 2010 - March 2013
JP Morgan Chase March 2009 - September 2010
First American Title Company May 2006 - November 2008
Heritage Bank of Commerce March 2005 - May 2006
Wells Fargo Bank January 2001 - March 2005
Wells Fargo Bank 1996 - 2005
Skills
Business Development, Real Estate Transactions, Commercial Real Estate, Investment Properties, Real Estate, Real Estate Development, Real Estate Economics, Disposition, Investors, 1031 Exchanges, Retail Banking
Education
San Jose State University 1997 — 2000
Roche Fruit Company February 2013 - Present
BAE SYSTEMS September 2011 - February 2013
Wells Fargo Bank November 2010 - September 2011
Conover Insurance May 2008 - November 2010
USMC December 1998 - October 2010
Education
Washington State University 2008 — 2008
History
Santa Barbara City College 2003 — 2004
Global Studies
Wells Fargo Bank November 2008 - Present
Wilmington Finance 2003 - 2008
Skills
Mortgage Banking, Loans, Loan Origination, Mortgage Lending, Refinance, FHA, Residential Mortgages, Underwriting, VA loans, FHA financing, Mortgage Underwriting, USDA, Banking, Credit, Finance, Credit Analysis, Risk Management, Government Loans, Investments
Education
Life West Chiropractic College 1993 — 1996
D.C., Chiropractic
San Jose State University 1991 — 1992
CSAA 2008 - 2009
Countrywide Bank 2006 - 2007
Meriwest Credit Union 2004 - 2006
Wells Fargo Bank 2000 - 2004
Avis 1999 - 2000
Fry's Electronics 1997 - 1999
Skills
Real Estate Sales...
Education
San Jose State University 1990 — 1994
Bachelors in Science, Criminal Justice Administration
ACCO Engineered Systems January 2014 - Present
Air Systems, Inc. June 2012 - September 2012
Pacific States Environmental Contractors June 2011 - September 2011
East Bay BMW June 2010 - September 2010
Surebuilt Construction Company June 2009 - September 2009
Wells Fargo Bank June 2008 - September 2008
Skills
Microsoft Office, Matlab, Solidworks, Simulink, Microsoft Excel, Labview, LaTeX, Mechanical Engineering, Engineering, Automotive, AutoCAD, Project Estimation, Energy Efficiency, Project Engineering, CAD, SolidWorks
Education
Santa Clara University 2009 — 2013
Bachelor of Science (B.S.), Mechanical Engineering, Major GPA: 3.30
Wells Fargo Advisors January 2011 - Present
Wells Fargo Bank March 2006 - February 2012
Wells Fargo Investments, LLC August 2009 - January 2011
Education
San Jose State University 2003 — 2006
Business Administration and Management, General
PacTrust Bank July 2013 - September 2013
Wells Fargo Bank December 2009 - July 2013
Mortgage Originator September 2008 - November 2009
Coast Capital Mortgage June 1999 - April 2007
Skills
Loans, Credit, Mortgage, Customer Relations, Banking, Sales Management, Mortgage Lending, Customer Service, Mortgage Banking, Sales, Real Estate Financing, Property, Loan Origination, Investments, Real Estate, First Time Home Buyers, Financial Analysis, REO, Cross Selling, Management, Refinance, Finance, Investment Properties, Funding, FHA, Commercial Lending, Credit Analysis, FHA financing, Residential Mortgages, Reverse Mortgages, USDA, VA loans, Certified Mortgage..., Mortgage Underwriting
Education
William Howard Taft University 2007 — 2009
Juris Doctor
San Jose State University 1985 — 1988
Bachelor's degree, Business
Symantec May 2014 - Present
Cisco Systems October 2006 - June 2013
Cisco Systems September 2005 - August 2006
Wells Fargo Bank May 2004 - August 2005
Skills
Financial Forecasting, Forecasting, Expense Management, Essbase, Financial Modeling, Cross-functional Team..., Analytics, Financial Analysis, Portfolio Management, Revenue Recognition, Variance Analysis, WebEx, Marketing, Budgets, Management, Finance, Analysis, Acquisition Integration, Sarbanes-Oxley Act, Accounts Payable, Managerial Finance, Financial Reporting, Strategic Financial..., Process Improvement, Competitive Analysis, Corporate Finance, Start-ups, Hyperion Planning, Mergers & Acquisitions, Accounting
Education
Santa Clara University 2003 — 2006
Bachelors of Science in Commerce, Finance
Cañada College (Middle College Program)
Woodside High School
Hotel Monaco Philadelphia, A Kimpton Hotel September 2012 - Present
Kimpton Hotels October 2009 - September 2012
Enterprise Rent a Car January 2006 - September 2008
BETZ BOOKKEEPING March 2004 - January 2006
Wells Fargo Bank March 2003 - January 2006
Skills
Retail Banking, Month End Close, Budgeting, Business Strategy, Cash Flow Management, Cash Management, Accounts Receivable, Accounts Payable, Financial Forecasting, Sales Tax, Use Tax, ADP Payroll, Payroll Processing, Mergers, Revenue Forecasting, Expense Control, Internal Controls
Education
San Jose State University 2003 — 2005
B.S, Business Administration with Accounting, 3.0
UCSC Extension 2009 — 2009
Certificate, Business Management and Accounting
University of California, Santa Barbara 1999 — 2002
Business Admin and Accounting
State of California (CTEC
CPA
RallyOn May 2012 - Present
Bucksprout June 2012 - October 2012
Sustainable Silicon Valley November 2010 - December 2011
San Jose State University January 2009 - May 2011
Keane June 2005 - May 2008
Wells Fargo Bank November 2006 - February 2007
Keane Inc September 2005 - August 2006
Skills
Hibernate, Servlets, Java, JSP, Web Services, Struts, MySQL, JavaScript, Ruby on Rails, Hadoop, OOP, Server Side Programming, JUnit, Spring, Oracle, Web Applications, JavaScript Libraries, jQuery, Spring Framework
Education
San Jose State University 2009 — 2010
Masters, Computer Engineering
Wells Fargo Bank March 2011 - Present
Education
Santa Barbara City College 2007 — 2010
Oxnard College
AS, Fire Technology
Intel Security September 2011 - Present
Cisco Systems 1998 - August 2011
Raychem Corporation January 1996 - January 1998
Wells Fargo Bank January 1992 - January 1996
Skills
Call Center, Cisco, Customer Experience, Team Building, Vendor Management, Business Strategy, Cisco Technologies, Call Centers, Strategy, Sales Operations, Management, Program Management, Six Sigma, Leadership, Process Improvement, Integration, Change Management, Managed Services, Cross-functional Team..., Coaching, Project Management, Negotiation, Performance Management, Customer Service, Business Process, CRM, Outsourcing, Cloud Computing, SaaS, Partner Management, Enterprise Software, Go-to-market Strategy, Solution Selling, Product Management, Professional Services, Business Process..., Channel Partners, Sales, Data Center, Strategic Partnerships, Telecommunications, Salesforce.com, Business Alliances, Pre-sales, Unified Communications, Sales Enablement, IT Strategy, Demand Generation
Education
San Jose State University
Bachelor of Science, Management
San Joaquin Delta Community College
Associate Arts degree, Psychology
Wells Fargo Bank October 1990 - Present
Skills
Commercial Banking
Education
San Jose State University
Wells Fargo Bank February 2014 - Present
Wells Fargo Home Mortgage December 2012 - Present
Santa Barbara Bank & Trust August 2011 - December 2012
Figgins Real Estate Services August 2008 - August 2011
Chase Home Finance July 2007 - August 2008
Wells Fargo Home Mortgage June 2006 - July 2007
Washington Mutual Bank November 1998 - June 2006
Skills
FHA, Mortgage Lending, Refinance, Mortgage Banking, Loan Origination, Investment Properties, Loans, First Time Home Buyers, Residential Mortgages, Real Estate, VA loans, USDA, FHA financing, Investments, Real Estate Economics, Credit, Foreclosures, REO, Short Sales, Investors
Education
Santa Barbara City College
AA, Economics
Self-employed 2001 - Present
Headline PR 1998 - 2001
Wells Fargo Bank 1976 - 1991
Education
San Jose State University
Bachelor's Degree, English/Journalism
McKinstry April 2014 - Present
Air Systems an EMCOR Company October 2008 - April 2014
ACMA Computers, Inc. July 2008 - October 2008
Wells Fargo Bank June 2005 - July 2008
Good Technology June 2006 - December 2006
Skills
Microsoft Excel, Project Management, Microsoft Office, Matlab, Program Management, PowerPoint, Testing, Leadership, Salesforce.com, Microsoft Word, Project Planning, Data Analysis, Strategic Planning, Budgets, Customer Service, Electrical Engineering, Mechanical..., eQuest Building..., Trace 700 Building..., HAP (Hourly Analysis..., CFD (Computational..., Microsoft Project, Business Development, VIsio, ELOG Power Monitoring..., HoboWare Monitoring..., Boxcar Pro Monitoring..., Construction, Management, Energy, MS Project, Sales, Facilities Management, Engineering, Energy Efficiency
Education
Santa Clara University 2004 — 2008
Bachelor's Degree, Electrical Engineering
UC Berkeley 2009 — 2012
Certification, HVAC/Mechanical Engineering
Wells Fargo June 2015 - Present
Charles Schwab July 2012 - July 2013
Advanced Micro Devices May 2005 - January 2012
Wells Fargo Bank December 2000 - January 2004
Visa November 1996 - December 1999
Skills
Project Management, Creative Direction, Web Analytics, Social Media, User Experience, Web Design, Product Development, Product Marketing, Marketing Strategy, Marketing, Product Management, Web Development, E-commerce, Content Management, User Interface Design, Usability Testing, Usability, Multi-channel Marketing, Web Project Management, Web Content Management, Leadership, Cross-functional Team..., Information Architecture, Website Development, Agile Methodologies, Vendor Management, Global Marketing, Strategy, B2B Marketing, B2C marketing, Analytics, Social Media Marketing, Google Analytics, SEO, CRM, Omniture, Content Strategy, SaaS, Digital Marketing, Digital Strategy, Demand Generation, SEM, Strategic Partnerships
Education
San Jose State University 1991 — 1993
BS, Advertising
Tiny Town cafe and Pastry October 2013 - Present
Summit State Bank February 2008 - October 2013
World Savings September 2005 - November 2007
Wells Fargo Bank October 2003 - December 2004
Westamerica Bank August 1994 - September 2003
Skills
Credit, Small Business Lending, Banking, Customer Service, Underwriting, Financial Analysis, Sales Management, Customer Relations, Portfolio Management, Commercial Banking, Commercial Lending, Sales, Loans, Credit Analysis, Mortgage Lending, Consumer Lending, Retail Banking, Loan Origination, Lines Of Credit, Commercial Mortgages, Refinance, FHA
Education
San Jose State University 1979 — 1983
BA, music ed
Wells Fargo Bank August 2009 - Present
Wachovia May 2006 - August 2009
World Savings Bank May 1991 - May 2006
Prometheus Development 1988 - 1991
Skills
Real Estate Development, Mergers, Management, Analysis, Mergers & Acquisitions, Contract Negotiation, Commercial Real Estate, Real Estate, Portfolio Management, Corporate Real Estate, Banking, Strategy, Mortgage Lending, Strategic Planning, Leadership, Business Intelligence, Due Diligence, Financial Analysis, Investments
Education
Santa Clara University 1989 — 1991
MBA, Finance
San Jose State University 1976 — 1980
Bachelor of Arts, Psychology
STMicroelectronics October 2013 - Present
Caltron Components April 2011 - October 2013
Texas Instruments August 2008 - April 2011
Intevac July 2006 - August 2008
Wells Fargo Bank June 2004 - July 2006
Applied Networking and Systems Integration (ANSI) 2002 - 2003
Skills
Semiconductors, Product Marketing, Product Management, Analog, Electronics, IC, Electrical Engineering, Product Development, Wireless, Project Management, Semiconductor Industry, Program Management, Mixed Signal, Cross-functional Team..., Embedded Systems, Sales, Integration, SoC, ASIC, Digital Signal..., Management, Testing, Engineering Management, FPGA, Power Management, Consumer Electronics, RF, Technical Marketing, Analog Circuit Design, Hardware Architecture, PCB design, ARM, Processors, Microcontrollers, Verilog, Firmware, Embedded Software, EDA, Debugging, Integrated Circuit..., Microprocessors, Power Electronics, Sensors, Circuit Design, Sales Management, Marketing Strategy
Education
Santa Clara University 2005 — 2008
BS, Electrical Engineering
West Valley College 2003 — 2005
Electrical Engineering
SHS
Silicon Valley Bank April 2013 - Present
Silicon Valley Bank October 2012 - March 2013
Wells Fargo Bank February 2009 - July 2012
Wells Fargo Bank December 2007 - January 2009
Wells Fargo Bank June 2005 - December 2007
Skills
Sales Management, Expense Management, Personnel Development, Training & Development, Strategic Partnerships, Human Relations, Relationship Management, Client Development, Customer Experience, Customer Satisfaction, Technical Support, Data Analysis, Employee Training, People Skills, CRM, Banking, Training, Management, Personal Development, Portfolio Management, Vendor Management, Customer Service, Leadership
Education
San Jose State University 2000 — 2007
BS, Business Marketing
Fremont Bank January 2014 - Present
Wells Fargo Bank October 2006 - December 2013
WELLS FARGO BANK April 2005 - October 2006
Wells Fargo June 2002 - April 2005
Wells Fargo October 2001 - June 2002
Skills
Loans, Branch Management, Credit, Retail Banking, Cross Selling, Mortgage Lending, Branch Banking, Home Equity Lines of..., Home Equity Loans, Relationship Management, Private Banking, Credit Cards, Customer Service, Sales, Deposits, Management, Banking, Training, Small Business Lending, Financial Services, Lines Of Credit, Finance, Portfolio Management, Consumer Lending, Commercial Lending, Credit Analysis, Mortgage Banking, Loan Origination, Commercial Banking, Wealth Management, Refinance, Business Development, Customer Satisfaction, Sales Management, SBA, Underwriting, Residential Mortgages, Merchant Services, Risk Management, Investments, Asset Based Lending
Education
San Jose State University 1996 — 2001
B.S, Business Finance
UOP 2001 — 2003
MBA, International Business Management
Acorns August 2015 - Present
Relished June 2015 - Present
Wells Fargo Bank August 2010 - October 2014
Wells Fargo November 2008 - August 2010
Wells Fargo January 2008 - November 2008
Skills
Recruiting, Customer Service, Sales, Banking, Credit, Hiring, Coaching, Employee Training, Performance Management, Customer Satisfaction, Loans, Training, Customer Retention, Retail Banking, Human Resources, Employee Relations, Team Leadership, Lines Of Credit
Education
San Jose State University 2004 — 2009
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
First Republic Bank August 2015 - Present
Wells Fargo Bank February 2015 - August 2015
Wells Fargo 2008 - February 2015
Skills
Loans, Credit, Banking, Mortgage Lending, Small Business Lending, Loan Origination, Commercial Banking, Commercial Lending, Financial Analysis, Customer Service, Investments, FHA, Consumer Lending, Retail Banking, Lines Of Credit, Refinance, Cross Selling, Deposits, Home Equity Lines of..., Credit Cards, Series 7, Series 63, Sales, Small Business, Branch Management, Home Equity Loans, Branch Banking, Mortgage Banking, Credit Analysis, Relationship Management, Financial Services, Leadership, Team Building, Management, Sales Management, Portfolio Management, Microsoft Office, Microsoft Excel
Education
San Jose State University
Infineon Technologies July 2013 - Present
Infineon Technologies February 2012 - July 2013
Electric Power Research Institute (EPRI) November 2011 - February 2012
EPRI April 2010 - October 2011
Wells Fargo Bank January 2009 - June 2009
Skills
Accounting, Accounts Payable, Finance, Microsoft Excel, Leadership, Customer Service, Outlook, Data Analysis, Financial Analysis, Teamwork
Education
Santa Clara University - Leavey School of Business 2014 — 2017
MBA Candidate, Finance
San Jose State University 2008 — 2013
Bachelor of Science (B.S.), Business Administration, Accounting
Union Bank July 2013 - Present
Sacramento Hispanic Chamber of Commerce 2010 - Present
Wells Fargo Bank July 2006 - July 2013
US Small Business Administration October 2005 - July 2006
Skills
SBA, Commercial Lending, Employee Benefits, Small Business Lending, Cash Flow, Cash Management, Payroll, Finance, Loans, Mortgage Lending, Commercial Banking, Lines Of Credit, Commercial Mortgages, Small Business, Treasury Management, Refinance, Mortgage Banking, Financial Services, Relationship Management, Retail Banking, Banking Relationships, Credit Analysis, Consumer Lending, Credit, Loan Origination, Banking, Merchant Services
Education
San Jose State University 1993 — 1996
Political Science
Wells Fargo Bank November 2007 - January 2015
Hertz July 2004 - July 2007
Skills
Maya, Character Animation, Camera Skills, Computer Animation, Lip Sync, Microsoft Excel, Microsoft Word, Sales, Sales Management, Customer Service, Microsoft Office, Knowledge Sharing, Project Management, Product Management
Education
AnimationMentor.com 2013 — 2014
Advanced Character Animation Studies, Character Animation
San Jose State University 1999 — 2004
Bachelor's, Business Management, Marketing
U.S. Bank April 2015 - Present
US Bank May 2014 - May 2015
US Bank May 2010 - May 2014
Crimson Consulting June 2011 - August 2011
Wells Fargo Bank 2008 - May 2010
Skills
Marketing, Social Media Marketing, Integrated Marketing, Customer Service, Integrated Marketing..., Customer Segmentation..., Business Development, Salesforce.com, Prospect Research, Banking, Credit, Loans, Consumer Lending, Small Business Lending, Retail Banking, Mortgage Lending, Cross Selling, Home Equity Lines of..., Home Equity Loans, Loan Origination, Deposits, Mortgage Banking, Banking Relationships, Research, Team-oriented, Multi-tasked, Proofreading, Leadership, Real Estate, Customer Retention, Financial Analysis, Marketing Strategy, Sales Management, Team Building, Access, Finance, Personal Banking, Analytics, Cash Management, Time Management, Direct Sales, Lines Of Credit, Small Business, CRM, Customer Experience, New Business Development, Teamwork, Budgets, Outlook, Sales
Education
San Jose State University 2007 — 2012
Business, Marketing
Santa Teresa High School 2003 — 2007
Wells Fargo Bank January 2015 - Present
Wells Fargo Advisors January 2008 - Present
Wells Fargo July 2014 - January 2015
Wells Fargo Bank August 2010 - July 2014
Wells Fargo August 2009 - August 2010
Wells Fargo January 2008 - August 2009
Skills
Consumer Lending, Small Business Lending, Branch Management, Loans, Mortgage Lending, Financial Planning, Investment Advisory, Cash Management, Team Building, Team Management, Sales Coach, Managing High..., Finance, Retail Banking, Sales, Strategic Financial..., Credit, Investments, Portfolio Management, High Performance Teams, Banking, Customer Service, Management, Leadership, Relationship Management, Cross Selling, Commercial Banking, Business Development, Lines Of Credit, Agency Relations, Business Owner Planning, Client Development, Client Education, Client Relations, Client Services, Team Leadership
Education
San Jose State University 2002 — 2007
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law, 3.33
Bank of the West May 2013 - Present
JPMorgan Chase February 2010 - May 2013
Wells Fargo Bank January 2008 - February 2010
Wells Fargo January 2007 - January 2008
Wells Fargo Bank January 2004 - January 2007
Wells Fargo Bank January 1999 - January 2004
Skills
Sales and Customer...
Education
San Jose State University 1996 — 2002
BA, Management Information Systems and Human Resources
Andrew Hill High School 1992 — 1996
High School Diploma, General
CPA Global September 2014 - Present
Fenwick and West July 2006 - September 2014
ICONMA November 2013 - April 2014
Wells Fargo Bank February 2001 - July 2006
Education
Santa Clara University 2001 — 2005
Bachelor of Science
New in the area, looking for new job opportunities October 2014 - Present
San Juan Regional Medical Center February 2011 - November 2013
Four Corners Community Bank August 2002 - February 2011
Wells Fargo Bank January 2000 - August 2002
Skills
Managed Money, Money Transfers, Loan Servicing, Teller Operations, Customer Oriented, Customer Service, Long-term Customer..., Social Media Marketing, Medical Education, Organizational..., Minute Taking, Advertising, Microsoft Word, Outlook, Microsoft Excel, Banking, Deposits, Loans, Payments, Teamwork
Education
San Juan College 2008 — 2010
Utah Valley University November 2014 - Present
Utah Valley University March 2014 - October 2014
Self Employed March 2006 - March 2014
Wells Fargo Bank 2005 - 2006
Skills
Nonprofits, Raiser's Edge, ResearchPoint, Prospecting Skills, Qualifying Prospects, Research, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Social Media, Microsoft Publisher, Lexis, Event Planning, Leadership, PowerPoint, Social Networking, Higher Education, Teaching
Education
Utah Valley University 2014 — 2016
Bachelor's Degree, Psychology
Utah Valley University 2011 — 2013
Associate's Degree, Behavioral Sciences
San Juan College 2004 — 2005
General Academics
Naked Fish Bar & Grill November 2013 - Present
SF Bay Area April 2014 - June 2015
Wells Fargo Bank January 2010 - January 2012
Sino Chinese Cuisine September 2005 - March 2009
Skills
Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Bilingual-Chinese, WPM: at least 75, Social Networking, Facebook, Twitter, Process Scheduler, PowerPoint, Social Media, Leadership, Time Management, Customer Service, Microsoft Office
Education
Samuel Merritt University 2014 — 2015
Bachelor’s Degree, Bachelor's in Nursing (May, 2015)
San Jose State University 2005 — 2009
Bachelor's of Science, Marketing
Bank of the Sierra February 2005 - Present
Sierra Bancorp February 2005 - Present
Community Bank of Central California August 2002 - February 2005
Golden Venture Financial Services, Inc. March 1999 - August 2002
First Coastal Bank July 1996 - March 1999
Mercantile National Bank July 1994 - July 1996
California Federal Bank January 1989 - July 1994
Wells Fargo Bank March 1982 - January 1989
Skills
Commercial Banking, Asset Based Lending, Commercial Lending, Small Business Lending, Loans, Banking, Credit, Credit Analysis, Retail Banking, Underwriting, Portfolio Management, Risk Management, Financial Analysis, Business Strategy, Real Estate, Credit Risk, Lines Of Credit, Finance, Mortgage Lending, Commercial Mortgages, Loan Origination, Consumer Lending, Investments, Cash Management, Treasury Management, Financial Risk, Mortgage Banking
Education
Stanford GSB 1975 — 1977
Master of Business Administration (MBA), Finance and Financial Management Services
San Jose State University 1973 — 1975
Bachelor of Science, Business Administration
Skyline College 1971 — 1973
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
United States Army Adjutant General School 1968 — 1971
Non-Commissioned Officer, Adjutant General Corps
El Camino High School 1964 — 1968
Diploma
Hardknocks SJ April 2015 - Present
Impressions Photo Booth October 2012 - Present
myTAG Inc. October 2013 - February 2015
Reach Out Debt Solutions 2008 - 2009
Wells Fargo Bank 2005 - 2008
Rainbow Beauty College 2003 - 2005
Skills
Cold Calling, Salesforce.com, Account Management, Sales Management, New Business Development, Brand Management, Media Planning, Brand Awareness, Luxury Goods, Relationship Marketing, Wholesale, Advertising Sales, Media Buying, Customer Acquisition, Qualifying Prospects, Integrated Marketing, Team Building, Interactive Marketing, Multi-channel Marketing, Sales Presentations, Customer Service
Education
San Jose State University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
San Jose State University
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Avon 1982 - Present
Wells Fargo Bank 1979 - 1990
Skills
Customer Service, Cosmetics, Skin Care, Fragrance, Beauty Industry, Makeup Artistry, Personal Care, Gifts, Hair Care, Fashion, Cosmetology, Recruiting, Visual Merchandising, Public Speaking, Team Building, Retail, Luxury Goods, Merchandising, Coaching, Social Networking, Consumer Products, Sales, Direct Sales, Styling
Education
Santa Ana College
Bloom Energy January 2006 - Present
Wells Fargo Bank May 2003 - August 2007
Skills
Fuel Cells, Mechanical Engineering, Renewable Energy, Energy, Engineering, Energy Efficiency, Power Generation, Alternative Energy, Commissioning, PLC, Automation, Troubleshooting, Heat Transfer, Engineering Management, Management, Project Engineering
Education
San Jose State University 2002 — 2007
B.S., Mechanical Engineering
Wells Fargo Bank February 2011 - Present
FedEx Office September 2010 - February 2011
Target January 2010 - September 2010
Skills
Banking
Education
San Jose State University 2007 — 2009
Business Administration, Management
Mary Kay October 2010 - Present
U.S. Bank December 2011 - August 2013
Pendum LLC December 2009 - May 2010
Wachovia Bank October 2008 - December 2009
Wachovia, A Wells Fargo Company 2008 - 2009
Robert Half International May 2008 - October 2008
Wells Fargo Bank September 1996 - February 2008
Skills
Banking, Customer Service, Auditing, Microsoft Excel, Customer Satisfaction, Microsoft Office, Outlook, Public Speaking, PowerPoint, Microsoft Word, Cosmetics, Cross Selling, Deposits, Data Entry, 10 Key, Customer Retention, Retail Banking, Telephone Skills, Teller Operations, Inventory Management, Cash Management, Customer Experience, Credit, Fundraising, Public Relations, Sales
Education
San Jose State University 1998 — 2003
B.S, Business Management
College of San Mateo 1994 — 1998
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Burlingame High School 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General
HighRes Biosolutions August 2015 - Present
Agilent Technologies April 2013 - August 2015
Five Prime Therapeutics October 2009 - April 2013
Five Prime Therapeutics Inc October 2008 - October 2009
Wells Fargo Bank July 2006 - July 2008
Skills
Laboratory Automation, High Throughput..., Molecular Biology, ELISA, PCR, Biotechnology, Gel Electrophoresis, Protein Chemistry, Microsoft Office, Sop, Microsoft Excel, Automation, Life Sciences, FACS, Validation, Transfection, DNA, Screening, Liquid Handling, System Integration, Customer Service, Life Science Industry, Cell Sorting, Troubleshooting, Optimization, Quality Control, CAD/CAM Software, Sales, Excel, Visio, Outlook, C#, Proteomics, NGS, Next generation..., Metabolomics, JavaScript, Python, Sample Preparation, Sample Management, Customer Product..., Integration, Pre-Sales Technical..., Pre/Post Sales Engineers, Pre-Sale Support, Technology Pre-Sales, Post-sale Support
Education
Santa Clara University 2004 — 2008
Bachelor's Degree in Biology, Biomedical Emphasis
Archbishop Mitty High School 2000 — 2004
Institute for Applied Neuroscience June 2013 - Present
Raissle-Mulcahy Partners/88NEWTS Coaching and Consulting June 2000 - Present
Youth Science Institute May 2005 - December 2011
Center for Excellence in Nonprofits (CEN) 2004 - 2005
Right Management Consultants March 2001 - 2005
Environmental Volunteers 1994 - 2000
Sunnyvale Chamber of Commerce 1987 - 1994
Wells Fargo Bank 1985 - 1987
Skills
Team Building, Strategic Planning, Coaching, Staff Development, Governance, Mentoring, Leadership Development, Organizational..., Team Leadership, Change Management, Executive Coaching, Public Speaking, Program Management, Nonprofits, Program Development, Management, Fundraising, Event Planning, Teaching, Workshop Facilitation, Leadership, Event Management, Grants, Community Outreach, Grant Writing, Project Management, Marketing, Entrepreneurship, Career Counseling, Consulting, Management Consulting, Volunteer Management, Proposal Writing, Budgets, Public Relations, Social Networking, Social Media, Board Development, Social Entrepreneurship, Executive Development, Training, Emotional Intelligence, Career Development, Strategy
Education
Santa Clara University 1979 — 1983
BA & BS, BA Religious Studies, BS Finance
Wells Fargo June 2013 - Present
Wells Fargo Bank October 2009 - Present
Skills
PMP, Project Execution, Business Analysis, SDLC, System Administration, Business Process..., SharePoint, Project Management, Initiation, Risk Management, Project Planning, Quality Assurance, Budgets, Program Management, Visio, Management, Testing, Change Management, Strategy, PMO, Team Leadership, Leadership, Software Development, Software Documentation, Banking, Analytics, Financial Services, Requirements Analysis, Cross-functional Team..., Integration, Project Portfolio..., Information Technology, E-commerce, Vendor Management, Strategic Planning, Portfolio Management, Business Requirements, Business Intelligence, Enterprise Software, Software Project...
Education
Santa Clara University - Leavey School of Business 1991 — 1994
MBA
Santa Clara University 1985 — 1989
BS
Central Catholic High School
Adobe Systems April 2007 - December 2007
Tyco Federal Credit Union July 2005 - December 2005
Wells Fargo Bank December 2004 - September 2005
Epson Electronics America, Inc October 2000 - June 2004
FileMaker, Inc. May 1996 - October 1999
Sun Trips May 1996 - October 1999
Skills
Customer Service, Mentoring, Leadership, Management, Business Development, Start-ups, Cross-functional Team..., Time Management
Education
University of Phoenix 1996 — 1998
MBA, Master of Business Administration
San Jose State University 1971 — 1975
BS, Business Admin. in Management
Wells Fargo Bank 2012 - Present
Comrade 2012 - 2012
Blue Shield of California 2011 - 2012
Wells Fargo 2009 - 2011
Wells Fargo 2007 - 2009
Skills
Product Management, Product Strategy, Online Payments, Banking, SDLC, Vendor Management, Metrics, Business Case, Agile, Mobile, Mobile Applications, Strategic Planning, Financial Services, Mobile Devices, Agile Methodologies, Payments, Mobile Payments, Strategy
Education
Santa Clara University 2005 — 2007
Master of Business Administration (M.B.A.)
University of Oregon 1993 — 1995
BS
Blackhawk Network April 2006 - Present
Robert Half International December 2003 - April 2006
ProBusiness January 1999 - August 2003
Wells Fargo Bank March 1988 - December 1998
Skills
Vendor Management, Call Center, Workforce Management, Business Analysis, Process Improvement, Business Process..., CRM, SharePoint, SaaS, Analytics, Project Management, Call Centers, Cross-functional Team..., SDLC, Team Leadership, Program Management, Business Intelligence, Management, Integration, Training, Quality Assurance, Sales, Enterprise Software, Strategy, Product Management, Leadership, Salesforce.com, Business Process, Budgets, Outsourcing, Project Portfolio..., Strategic Partnerships, E-commerce, Change Management, IT Management, Cloud Computing
Education
San Jose State University
Bachelor of Science (B.S.), Business Management
Homestead High School
Adara March 2014 - Present
Yahoo! December 2010 - February 2014
Yahoo! May 2008 - November 2010
Wells Fargo Bank May 2005 - May 2008
Charles Schwab March 2000 - June 2005
Kaiser Permanente October 1999 - February 2000
IBM Global Services 1996 - 1998
IBM 1996 - 1998
Skills
Analytics, Product Management, Online Advertising, Strategy, Cross-functional Team..., User Experience, Program Management, Mobile Advertising, Display Advertising, Software Development, Management, Scrum, PMP, Project Management, Agile Methodologies, SaaS, Leadership, Ad Serving, Mobile Devices
Education
Santa Clara University - Leavey School of Business 2007 — 2010
MBA
Santa Clara University 2007 — 2009
MBA, Finance & Marketing
V.J.T.I., Mumbai 1992 — 1996
B.E., Electrical Engineering
Wells Fargo May 2015 - Present
Wells Fargo January 2014 - May 2015
Wells Fargo Bank September 2010 - January 2014
Wells Fargo Bank 2006 - September 2010
Gap Inc. March 2004 - February 2005
CMS Wells Fargo Bank September 2002 - May 2004
Superscape March 1996 - November 2001
Skills
Valuation, Strategic Partnerships, Portfolio Management, Sales, Management, Leadership, Financial Modeling, Financial Analysis, Finance, Credit Analysis, Credit, Business Development, Banking, Asset Management
Education
Santa Clara University 2001 — 2003
MBA, Finance and Marketing
University of California, Berkeley
BS, Architecture and City/Regional Planning
Peninsula West April 2011 - Present
CAMPBELL AVENUE ASSOCIATES June 2007 - January 2011
Campbell Avenue Associates 2007 - 2008
Countrywide Home Loans January 2005 - May 2007
Countrywide Home Loans January 2005 - May 2007
Countrywide Home Loans January 2005 - May 2007
Wells Fargo Home Mortgage December 2003 - January 2005
CITY OF SAN JOSE DEPT OF TRANSPORTATION November 2002 - October 2003
Wells Fargo Bank September 1998 - January 2002
Del Mar High School Girl's December 2000 - March 2001
Skills
Loans, Budgets, Access, Management, Real Estate, Customer Service, Mortgage Lending, Training
Education
San Jose State University 2000 — 2002
Allied Real Estate School
Kaplan University
MBA, Finance
San Jose State University
BA, SOCIOLOGY; CRIMINOLOGY
Applied Materials November 2007 - Present
Liberty Mutual April 2007 - August 2007
Wells Fargo Bank August 2000 - February 2007
Skills
Process Improvement, Customer Service
Education
San Jose State University 2003 — 2006
Wells Fargo November 2014 - Present
Wells Fargo June 2010 - Present
Wells Fargo June 2009 - May 2010
Wells Fargo October 2008 - June 2009
Wells Fargo Bank September 2006 - October 2008
Wells Fargo August 2004 - September 2006
AllDorm Inc. May 2003 - June 2004
Santa Clara University 2000 - 2004
Gymboree June 2003 - September 2003
Skills
Financial Analysis, Commercial Banking, Credit, Commercial Lending, Credit Analysis, Finance, Portfolio Management, Banking, Underwriting, Treasury Management, Financial Modeling, Risk Management
Education
Santa Clara University 2000 — 2004
Bachelor of Science in Commerce, Finance
Butte Central High School 1996 — 2000
Law Offices of Salvatore Basile August 1974 - Present
Wells Fargo Bank October 1966 - July 1974
Skills
Santa Cruz County..., Real Property Law, Estates and Trusts, Civil Litigation, Property Law, Trusts, Estate Law, Legal Writing, Legal Research, Real Estate Transactions, Dispute Resolution, Contract Negotiation, Mediation, Real Estate, Legal Advice, Litigation, Appeals, Real Property, Hearings, Foreclosures, Investment Properties, Negotiation, Customer Service
Education
Lincoln Law School 1969 — 1973
J.D., Law
International Academy - BC 1967 — 1969
Business
San Jose State University 1958 — 1962
Wells Fargo Bank March 2008 - Present
The Clorox Company August 2003 - February 2008
Education
San Jose State University 2000 — 2003
Peninsula Wealth, LLC October 2013 - Present
BluePointe Capital Management April 2011 - March 2013
Wells Fargo Bank June 2006 - June 2010
First Republic Bank 2004 - 2006
Skills
Portfolio Management, Asset Managment, Financial Modeling, Equities, Investments, Fixed Income, Valuation, Mutual Funds, Asset Allocation, Due Diligence, Investment Management, Emerging Markets, Bonds, Wealth Management..., Hedge Funds, Management, Asset Management, Wealth Management, Alternative Investments, High Net Worth..., Investment Strategies, Securities
Education
UC Berkeley Extension 2005 — 2007
Personal Financial Planning
San Jose State University 1997 — 2001
Bachelor of Science, International Business
Convent of Jesus and Mary
BBVA Compass November 2013 - Present
BBVA Compass July 2012 - October 2013
BBVA Compass August 2011 - July 2012
BBVA Compass November 2010 - August 2011
Business Consultants June 2009 - November 2010
Wells Fargo Home Mortgage August 2007 - June 2009
Wells Fargo June 2003 - July 2007
Wells Fargo Bank January 2001 - June 2003
Wells Fargo Bank July 1999 - December 2000
Wells Fargo January 1998 - June 1999
Skills
Loans, Banking, Credit, Mortgage Lending, Retail Banking, Credit Analysis, Commercial Lending, Commercial Banking, Small Business Lending, Portfolio Management, Consumer Lending, Underwriting, Influence Without..., Financial Reporting, Financial Analysis, Tax Preparation, Coaching, New Business Development, Integrity, Change Management, Strategic Planning, Marketing Strategy, Marketing, Project Management, Program Management, organizational Alignment, Relationship Management, Team Building, Loan Origination, Mortgage Banking, Finance, Residential Mortgages, Branch Management, Refinance, Financial Services, Leadership, Lines Of Credit, Mergers & Acquisitions, Sales Management, Cross Selling, Executive Management, Investments, Management, Strategic Partnerships, Sales, Risk Management, Strategy, Customer Service, Credit Risk, Business Development
Education
Santa Clara University 1986 — 1990
BS, Economics
BBVA Compass School of Management at McCombs School of Business, The University of Texas 2013 — 2013
Harbor High 1982 — 1986
Wells Fargo March 2012 - Present
Wells Fargo Bank August 2000 - February 2012
Wells Fargo Bank 1989 - 2000
Barclays Bank of California 1977 - 1988
Education
San Jose State University
BA, Psychology
Avant-Barre June 2013 - Present
Opes Advisors August 2010 - May 2013
Wells Fargo Home Mortgage July 2006 - August 2010
Wells Fargo Bank February 2005 - June 2006
Deloitte September 2003 - February 2005
Skills
Mortgage Banking, Refinance, Mortgage Lending, Business Development, Financial Analysis, Customer Service, Investment Properties, Real Estate, Finance
Education
Santa Clara University 1999 — 2003
BS, Accounting
Saint Ignatius College Preparatory 1995 — 1999
Wells Fargo Bank November 2007 - Present
Education
San Jose State University
Wells Fargo November 2012 - Present
Wells Fargo Bank April 2005 - November 2012
Wells Fargo Bank October 1999 - April 2005
Skills
Banking
Education
UC Berkeley 2012 — 2015
Editing
San Jose State University 2001 — 2003
Certification, Technical Writing and Communication
San Jose State University 1996 — 1999
Bachelor of Arts (B.A.), English Language and Literature, General
Wells Fargo Bank January 2006 - Present
Wells fargo bank September 1985 - January 2006
Skills
Credit, Loans, Mortgage Lending, Marketing Strategy
Education
San Jose State University 1983 — 1984
Bachelor's degree, Marketing
San Jose State University
Manatt, Phelps & Phillips, LLP Senior Corporate ParalegalWilson Sonsini Goodrich and Rosati2000 - 2007
Wells Fargo Bank 1988 - 2002
Education
University of California, Berkeley 1984 — 1988
A.B., Psychology
Santa Clara University
Certified Equity Professional
Northern Trust November 2009 - Present
Wells Fargo Bank January 2008 - November 2009
Wells Fargo Bank January 2008 - November 2009
Balboa Capital October 2006 - January 2008
Skills
Loans, Management, Credit, Portfolio Management, Sales, Financial Analysis, Banking, Finance, Risk Management, Customer Service, Financial Services, Commercial Banking, Cash Management, Investments, Relationship Management
Education
San Jose State University 2001 — 2006
Deutsche Bank July 2003 - Present
JP Morgan Chase July 1993 - July 2003
Wells Fargo Bank January 1981 - July 1993
Skills
Investments, Alternative Investments, Portfolio Management, Financial Services, Hedge Funds, Equities, Asset Management, Management, Capital Markets, Fixed Income
Education
Santa Clara University 1981 — 1984
MBA, Finance
San Jose State University 1977 — 1980
BA, Spanish
Stanford University September 2013 - Present
San Jose State University January 2013 - May 2014
Sonoma County Library August 2011 - May 2012
Self Employed September 2004 - July 2010
MSCI Barra July 2000 - September 2004
Wells Fargo Bank August 1997 - May 2000
Skills
Customer Relations, Library, Cataloging, Writing, HTML + CSS, Technical Documentation, Layout Tools, Spanish, Russian, HTML, Customer Service, Digital Libraries, Library Science
Education
San Jose State University 2010 — 2014
MLIS, Library and Information Science
University of Delaware 1989 — 1993
Bachelor of Arts (BA), Foreign Languages and Literatures, Russian
Wells Fargo Bank Store ManagerWells Fargo2005 - Present
Education
San Jose State University 1997 — 2000
Presidio Bank 2010 - Present
Wells Fargo Bank 2008 - 2010
Wells Fargo August 2000 - February 2008
Skills
Notary Public, Banking, Commercial Banking, Customer Service, Outlook, Cold Calling, Time Management, Small Business Lending, Coaching, Team Building, Lines Of Credit, Treasury Management
Education
San Jose State University 1999 — 2004
B.S., Human Resource Management
San Jose State University 1999 — 2004
BS, Human Resource Management
Wells Fargo Bank August 2015 - Present
Mutual of Omaha Bank February 2013 - Present
Wells Fargo Bank 2015 - 2015
Bank of the West July 2012 - February 2013
Opus Bank June 2011 - July 2012
Stratedigm Inc June 2008 - June 2011
Bank of America June 2005 - June 2008
Intel Corporation January 2002 - June 2005
Skills
Treasury Management, Cross-functional Team..., Program Management, Project Portfolio..., Vendor Management, Business Development, Product Management, Business Relationship..., Strategy, PMP, Banking, Cash Management, Commercial Lending, Management, Commercial Banking, Loans, Portfolio Management, Retail Banking, Credit Analysis, Credit
Education
San Jose State University
BS, Electrical Engineering
Wells Fargo Bank June 2013 - Present
FireboxGirl Photography June 2009 - Present
Bank of America September 1990 - June 1995
Skills
Art, Photography, Portrait Photography, Image Editing, Fine Art, Facebook, Digital Photography, Photos, Advertising, Portraits, Customer Service, Still Life, Social Media, Digital Imaging, Pet Portraits, Event Photography, Wedding Photography, Time Management, Fashion Photography, Blogging, Microsoft Word, PowerPoint, Microsoft Excel, Black, Weddings, Model Portfolios, Training, Fine Art Photography, Lifestyle Photography, WordPress, Lightroom, Family Photography, Landscape Photography, Nikon, Small Business, Outlook, Photographers, Environmental..., On Location, Photo Shoots, Headshots, Editorial Photography, Senior Portraits, Community Outreach, Community Service, Event Planning, Relay for Life, Cancer Survivor, Survivorship, Banking
Education
San Jose State University 2001 — 2003
Sociology; Criminal Justice
AAA February 2009 - March 2011
Maxon Marketing May 2008 - January 2009
Smarthome June 2007 - April 2008
Wells Fargo Bank October 2002 - November 2004
Skills
Account Management, Sales Operations, Advertising, Marketing, Sales Management, Customer Service, Sales, Time Management, Leadership, Team Leadership, Retail, Pricing, Training, Team Building
Education
Santa Ana College 2011 — 2012
Fire Science
Esperanza High School 1993 — 1996
High School Diploma
Levi Strauss & Co. May 2013 - Present
Levi Strauss & Co. April 2012 - May 2013
Wells Fargo Bank March 2010 - April 2012
Macy's West August 2006 - May 2009
Macy's West May 2005 - August 2006
Macy's West February 2004 - May 2005
Skills
Retail, Microsoft Excel, Microsoft Word, Customer Service, Outlook, Data Analysis, Lotus Notes, Analysis, Visio, Data Entry, PowerPoint, Forecasting, Inventory Management, Merchandising, Microsoft Office, Trend Analysis, Project Management
Education
San Jose State University 1998 — 2003
BS, Business - Finance, Economics
Wells Fargo Bank July 1995 - April 2015
Southbay Oncology October 1989 - December 1994
Skills
Needs Analysis, SharePoint, Vendor Management, SDLC, Business Analysis, Software Documentation
Education
San Jose State University 1989 — 1994
BA, Sociology, Concentration in Criminology
Intero Real Estate Services July 2013 - Present
Wells Fargo Bank 2005 - April 2013
Skills
Treasury Management, Commercial Banking, Cash Management, Credit Cards, Payments, Banking, Small Business Lending, Loans, Credit, Forecasting, Portfolio Management, Credit Analysis, Commercial Lending
Education
San Jose State University 2000 — 2004
BS, Business Management
Wells Fargo Bank January 2010 - Present
WACHOVIA 2008 - May 2010
Wachovia, A Wells Fargo Company August 2008 - May 2009
wachovia home loans 2008 - 2009
BNC Mortgage November 2005 - October 2007
E-LOAN 1999 - 2001
Education
San Jose State University 1982 — 1985
B.S., Business
Skyhigh Networks June 2015 - Present
Skyhigh Networks October 2014 - Present
Aruba Networks December 2012 - October 2014
Aruba Networks April 2012 - December 2012
Areva Solar Inc. October 2011 - June 2012
Symantec February 2011 - October 2011
Wells Fargo Bank March 2007 - May 2009
Skills
Microsoft Office, 10 Key, 70WPM, Customer Service, Time Management, Outlook, Microsoft Excel, SAP, Human Resources, Sales, Project Planning, Business Development
Education
San Jose State University 2009 — 2011
B.A., Child and Adolescent Development
Facebook November 2014 - Present
Marketo October 2014 - October 2014
Sears Holdings Corporation March 2014 - August 2014
International Business Association August 2012 - December 2013
ResponseLink February 2012 - March 2013
Kovio February 2012 - May 2012
Mission Critical Technologies August 2011 - November 2011
Wells Fargo Bank October 2010 - August 2011
NASA Ames Research Center April 2009 - March 2010
Skills
SAP, Excel, Customer Service, Budgeting, Business Warehouse, Marketing Research, Microsoft Excel, Budgets, Digital Marketing, Social Media Marketing, Social Media Strategist, SEO, Online Marketing, Blogging, SAP BW, Facebook, Marketing, Social Media, Microsoft Office, PowerPoint, Management, Microsoft Word
Education
San Jose State University 2010 — 2013
Business, Marketing; Business Marketing
Milpitas High School
Self employed January 2009 - March 2012
WaMu May 2005 - January 2009
Washington Mutual 2001 - 2009
WaMu March 2001 - April 2005
Bank of America 1986 - 2001
Wells Fargo Bank 1967 - 1985
Skills
Training, Management, Coaching, Interviews, Retail, Human Resources, Loans, Program Management, Banking, Reverse Mortgages, Credit, Mortgage Lending, Loan Origination, Mortgage Banking, Team Building, Leadership, Customer Service, Refinance
Education
San Jose State University 1968 — 1970
BS, Management
Wells Fargo Bank Sales managerMiller Networks, Inc.May 1999 - January 2001
Education
San Jose State University 1998 — 2000
BA, Bus Admin - Marketing
Bridge Bank, N.A. March 2015 - Present
Bridge Bank, N.A. November 2011 - February 2015
Wells Fargo Bank August 2010 - October 2011
Wells Fargo Financial January 2010 - July 2010
Education
San Jose State University 2006 — 2008
Business, Finance
Wells Fargo Bank 1994 - Present
Bank of America June 1993 - October 1994
Skills
Information Management, Knowledge Management, Competitive Intelligence, Content Management, Research, Search, SharePoint, Information Architecture, Requirements Analysis, Competitive Analysis, Market Research, Library Management, Library Science, Information Retrieval, Libraries, Library, Reference Services, Collection Development, Library Automation, Online Research, Factiva, Secondary Research, Market Intelligence
Education
San Jose State University 1991 — 1993
MLS, Information Science
Google March 2013 - August 2013
dpsgroup January 2010 - March 2013
Wells Fargo Bank April 2004 - December 2009
Skills
Financial Analysis, Forecasting, Financial Modeling, Customer Service, Sales, Management, Account Management, Process Improvement, Microsoft Excel, Strategic Planning, Microsoft Office, Leadership, Project Management, PowerPoint, Cross-functional Team..., Business Analysis
Education
San Jose State University 1999 — 2003
Associate of Arts and Sciences (AAS), Registered Nursing, Nursing Administration, Nursing Research and Clinical Nursing
Wells Fargo Bank June 2011 - Present
Comerica Bank June 1996 - June 2011
Wells Fargo Bank June 1994 - June 1996
Skills
Credit Analysis, Commercial Lending, Underwriting, Credit, Commercial Banking, Credit Risk, Portfolio Management, Banking, Financial Analysis, Lines Of Credit, Mortgage Lending, Small Business Lending
Education
Santa Clara University 1989 — 1993
BSC, Finance
Intel Corporation 2012 - Present
Wells Fargo Bank November 1997 - July 2012
Wachovia, A Wells Fargo Company November 1997 - October 2011
Boston Scientific Corp January 1996 - January 1997
Skills
Mac & PC platforms, Access, SharePoint, Banking, Event Planning, Coordinating Events, Online Travel, PowerPoint, Microsoft Word, Adobe Creative Suite, QuarkXPress, Email, Internet, Vietnamese
Education
San Jose State University
Bachelor of Science, International Business
Wells Fargo Private Bank April 2015 - Present
Charles Schwab Investment Management December 2012 - March 2015
Bank of America - Merrill Lynch August 2011 - November 2012
Wells Fargo Advisors March 2011 - August 2011
Wells Fargo Bank June 2010 - February 2011
US Bank November 2009 - May 2010
Skills
Wealth Management, Investments, Banking, Investment Management, Personal Finance, Cash Flow Forecasting, Equity Valuation, Economics, Quantitative Analysis, Customer Service, Insurance, Portfolio Optimization, Equity Research, Accounting, Retirement Planning, ETFs, Bloomberg Terminal, Equities, Mutual Funds, Portfolio Management, Finance, Financial Services, Risk Management, Quantitative Analytics, Fixed Income, Financial Modeling, Asset Management
Education
Saint Mary's College of California 2011 — 2012
Masters, Financial Analysis and Investment Management
San Jose State University 2009 — 2010
Bachelor of Science, Finance
Wells Fargo Bank May 2011 - Present
Wells Fargo March 2009 - April 2011
ISSI Integrated Silicon Solution Inc. May 2003 - December 2004
Skills
Banking, Credit, Customer Service, Customer Retention, Customer Experience, Customer Acquisition, Investment Banking, Investment Advisory, Internal Audit, Operating Budgets, Team Building, Business Analysis, Business Strategy, Business Process..., Business Planning, Leadership
Education
San Jose State University
Cooliris July 2008 - Present
Wells Fargo Bank January 2007 - January 2008
Silicon Valley Bank July 1994 - December 2006
Education
Santa Clara University - Leavey School of Business 1997 — 2000
MBA, Business Finance
San Jose State University 1990 — 1995
BS, Business Finance
JP Morgan Chase March 2012 - Present
Wells Fargo Bank May 2004 - February 2012
Skills
Financial Services, Banking, Loans, Consumer Lending, Retail Banking, Mortgage Lending, Small Business Lending, Credit, Commercial Lending, Portfolio Management, Credit Analysis, Lines Of Credit, Relationship Management, Commercial Banking, Wealth Management, Cross Selling
Education
San Jose State University
Bachelor of Science (BS), Interior Architecture
Wells Fargo Bank February 2005 - March 2014
Fleet Bank March 1999 - April 2004
Fleet Bank August 1994 - March 1999
Fleet Bank October 1992 - August 1994
Fleet Bank November 1990 - October 1992
Fleet Bank March 1989 - November 1990
Bank of America April 1987 - March 1989
Bank of America February 1986 - April 1987
Bank of America December 1983 - February 1986
Bank of America August 1981 - December 1983
Skills
Commercial Banking, Commercial Lending, Loans, Credit, Banking, Asset Based Lending, Credit Analysis, Lines Of Credit, Underwriting, Portfolio Management, Credit Risk, Retail Banking, Financial Risk, Small Business Lending, Consumer Lending, Middle Market, Mortgage Lending
Education
Santa Clara University 1976 — 1979
MBA, Finance
San Jose State University 1969 — 1973
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Pacific Gas and Electric Company June 2014 - Present
Pacific Gas and Electric Company May 2011 - Present
Wells Fargo Bank November 2010 - May 2011
Wells Fargo Bank 2008 - 2010
Wells Fargo Bank 2006 - 2008
Wells Fargo Bank 2005 - 2006
Wells Fargo Bank 2004 - 2005
Skills
Microsoft Excel, Financial Analysis, PeopleSoft, Access, Microsoft Office, PowerPoint, Microsoft Word, Business Strategy, Product Development, Contract Management, Marketing Communications, Credit, Business Analysis, Project Management, Program Management, Process Improvement, Analysis, Visio, Business Process..., Change Management, Cross-functional Team..., Customer Service, Data Analysis, Human Resources, Leadership, Management, Software Documentation, Project Planning
Education
San Jose State University 2000 — 2005
BS, B.S. Management, Management Information Systems
Wells Fargo Bank November 2008 - Present
Santa Clara County Office of Education January 2004 - December 2004
Skills
Banking, Loans, Deposits, Credit, Small Business Lending, Microsoft Office, Microsoft Works, Typing, Customer Service, Bilingual-Spanish, SVP, SVT, Hogan
Education
San Jose State University 2007 — 2012
Bachelors of Science, Business (Marketing)
Wells Fargo Bank March 2011 - Present
Education
University of San Francisco 2004 — 2007
Bachelor's Degree, Business Administration and Management, General
Santa Barbara City College
Wells Fargo Bank August 1987 - Present
Wells Fargo 1987 - Present
Wells Fargo Capital Finance 1987 - Present
Skills
Credit Analysis, Credit, Financial Analysis, Asset Based Lending, Commercial Lending, Banking, Loans, Commercial Banking, Credit Risk, Portfolio Management, Cash Management, Finance, Underwriting, Financial Modeling, Corporate Finance, Due Diligence, Cash Flow, Small Business Lending, Financial Risk, Risk Management
Education
San Jose State University
Bachelor of Science (BS), Business Administration Finance
Baker Tilly Virchow Krause, LLP January 2012 - September 2012
WNC & Associates April 2004 - December 2011
Wells Fargo January 2001 - April 2004
Wells Fargo Bank June 1992 - January 2001
Skills
Portfolio Management, Finance, Microsoft Excel, Real Estate Financing
Education
Santa Clara University 1985 — 1986
Master of Business Administration (MBA), Finance
Santa Clara University 1976 — 1979
BSC, Finance
Rosendin Electric July 2014 - Present
Micrel July 2013 - July 2014
Army National Guard July 2006 - July 2012
American Honda Finance Corporation March 2007 - May 2008
Wells Fargo Bank November 2005 - August 2006
Skills
Accounting, Budgets, Customer Service, Government, Analysis, Auditing, Leadership, Financial Analysis, Process Improvement, Accounts Payable, Inventory Management, Time Management, Management, Payroll
Education
San Jose State University 2010 — 2012
Bachelor of Science (BS), Accounting
West Valley College 2002 — 2010
General Studies
Army Warrior Leader Course
Certifcate, Military and Strategic Leadership
U.S. Army Financial Management School
Certificate, Accounting and Finance
Self-employed March 1994 - Present
So. Calif. Training Council June 1990 - August 1993
Wells Fargo Bank February 1971 - May 1977
Skills
Management Consulting, Change Management, Business Analysis, Coaching, Project Management, Organizational..., Business Strategy, Program Management, Leadership Development, Recruiting, Strategic Planning, Strategy, Business Process..., Consulting, Performance Management
Education
San Jose State University 1959 — 1961
Bachelor of Business Administration (BBA), Business Administration and Management, General
The Guidance Center June 2014 - Present
California Association of Marriage and Family Therapy August 2011 - Present
Los Angeles Child Guidance Clinic December 2013 - May 2014
Los Angeles Child Guidance Clinic September 2013 - December 2013
BEHAVIORAL EDUCATION FOR CHILDREN WITH AUTISM March 2013 - September 2013
Easter Seals Southern California July 2012 - March 2013
BEHAVIORAL EDUCATION FOR CHILDREN WITH AUTISM October 2010 - July 2012
INFANT TODDLER DAY CARE September 2008 - September 2011
The Home Depot October 2007 - August 2011
Wells Fargo Bank April 2007 - October 2007
Skills
Mental Health, Therapists, Treatment, Child Development, Interventions, Applied Behavior..., Research, Clinical Research, Customer Service, Behavior Modification, Interviews, Strategy, Sales, Childcare, Psychology, CRM, Instructional Design, Community Outreach, Crisis Intervention, Program Development
Education
The Chicago School of Professional Psychology 2011 — 2013
Masters of Arts, Clinical Psychology; Marriage and Family Therapy
San Jose State University 2004 — 2008
Bachelors of Arts, Sociology
CARSON SENIOR HIGH 2001 — 2004
Diploma
Wells Fargo Bank 2012 - Present
Bank of America 1993 - 2000
Wells Fargo 1966 - 1993
Skills
Business Lending, Loan..., Loans
Education
San Jose State University 1964 — 1969
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies