Wells Fargo Bank
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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17,543 Wells Fargo Bank employees in database. Find out everything there's to know about Wells Fargo Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Bank Employees
Fox Restaurant Concepts September 2014 - Present
Tom's Tavern (Rojo Hospitality Group) December 2013 - September 2014
Synergy Consulting Worldwide May 2010 - September 2013
Wells Fargo Bank 2004 - 2010
Skills
Banking, Mortgage Lending, Commercial Banking, Retail Banking, Loans, Mortgage Banking, Strategic Financial..., Residential Mortgages, Commercial Lending, Financial Analysis, Small Business Lending, Consumer Lending, Loan Origination, Credit Analysis, Cross Selling, Lines Of Credit, Credit, Real Estate, Refinance, Small Business, Sales Management, Sales, Leadership, Mergers & Acquisitions, Team Building, Business Development, Coaching, Process Improvement, Branch Banking, Customer Service, Team Leadership, Start-ups
Education
Scottsdale Community College
A Real Grip LLC December 2010 - Present
Nordstrom February 2014 - February 2015
Final Touch Services May 2008 - October 2013
Wells Fargo Bank December 2011 - July 2012
Analytical Resources Inc May 2003 - June 2005
Vector Sales & Marketing June 2002 - May 2003
Skills
Diligent, Balanced, Fast Learner, Customer Service, Sales, Public Relations, Art, Designs, Photography, Teamwork, Fashion, Fast-paced, Retail, Highly detail oriented, Close Attention to..., Highly motivated..., Advertising, Construction, Management
Education
University of Washington 2007 — 2010
Bachelor of Arts, Painting & Drawing
Seattle Central Community College
Associate of Arts
Fidelity Investments March 2015 - Present
JP Morgan Chase Bank, N.A. July 2014 - February 2015
JP Morgan Chase Bank, N.A. June 2013 - May 2014
Wells Fargo Bank December 2011 - June 2013
Mayacama Golf Club April 2005 - October 2012
Education
San Francisco State University 2006 — 2008
Bachelor of Arts, Economics
Santa Rosa Junior College 2005 — 2006
Associates Degree (AA), Accounting and Finance
Rancho Cotate High School
High School Diploma
Coldwell Banker Residential Brokerage October 2014 - Present
Jack Gaughen Realtor ERA Chambersburg November 2013 - Present
Prudential Homesale Services Group May 2010 - November 2013
First Home Mortgage April 2009 - May 2010
Wells Fargo Bank August 2008 - October 2009
Skills
Home, Real Estate, FHA, VA, Purchase, Short Sales, New Home Sales, Sellers, Residential, Buyer Representation, Selling, First Time Buyers, Relocation, Listings, Real Estate Investment, Single Family Homes, Real Estate Transactions, Realty, First Time Home Buyers, Real Property, Residential Homes, Investment Properties, Foreclosures, Condos, Townhomes, Loans, ABR, Buyers, Referrals, Rentals, Listing Homes, Move Up Buyers, REO, Investors, Home Staging, USDA, First Time Home Sellers, Property Management, National Association of..., Refinance, Seller Representation, Mortgage Lending, Resellers, Seniors, New Homes, Relocation Buyers, Luxury, e-PRO, Vacation Homes, SFR
Education
Shippensburg University of Pennsylvania 1974 — 1976
MS, Community Counseling
Wilson College 1968 — 1972
AB, Sociology & Fine Arts
Bank of the West August 2015 - Present
Washington Trust Bank December 2012 - July 2015
Wells Fargo Bank April 2008 - September 2011
Sterling Savings Bank March 2007 - March 2008
Wells Fargo Bank July 2004 - March 2007
Wells Fargo Bank June 2002 - July 2004
US Bank, N.A. September 1994 - June 2002
US Bank, N.A August 2001 - March 2002
US Bank August 1999 - August 2001
US Bank July 1998 - August 1999
Skills
Lines Of Credit, Credit Risk, Loans, Credit, Finance, Commercial Lending, Banking, Business Development, Commercial Banking, Management, Loan Origination, Financial Services, Portfolio Management, Sales, Cash Management
Education
Seattle University 1993 — 1998
Bachelor of Arts, International Studies
Central Catholic High School
High School
Seattle University
Wells Fargo December 2004 - Present
Wells Fargo Bank December 1990 - Present
Wells Fargo Bank October 2002 - December 2004
Wells Fargo Bank September 1990 - October 2002
Skills
facilitate face to face, facilitate virtual, manage bank office, manage numerous..., project manager, coach to sales and..., manage managers
Education
College of Holy Names
Santa Rosa Junior College
Wells Fargo Bank May 2009 - December 2014
Wells Fargo January 2011 - May 2012
Skills
Customer Service, Sales, Retail, Microsoft Excel, Team Leadership, Microsoft Office, Account Management, Sales Management, PowerPoint, Team Building, Microsoft Word, Marketing Strategy, Training, New Business Development, Marketing, Strategic Planning, Inventory Management, Social Media Marketing, Financial Analysis, Advertising, Time Management, Customer Satisfaction
Education
Sheridan College
Finance, Finance
Canadian Securities Institute
Wells Fargo Bank February 1993 - Present
KeyBank April 1985 - February 1993
Merrill Lynch November 1982 - April 1985
Skills
Asset Allocation, Portfolio Management, Wealth Management, Asset Management, Investment Management, Investments, Customer Service, Series 7, Alternative Investments, Investment Strategies, High Net Worth..., Investment Advisory, Mutual Funds, Retirement Planning, Series 63, Fixed Income, Bonds, Private Banking, Equities, Estate Planning, Securities
Education
Seattle University 1981 — 1985
Master of Business Administration, Finance
University of Washington 1975 — 1979
Bachlor of Arts, Political Science
California Energy Contractors, Inc. July 1999 - Present
City National Bank April 2010 - January 2011
U.S. Trust Company, N.A. March 1998 - September 2002
Wells Fargo Bank July 1996 - March 1998
First Interstate Bank of California May 1993 - July 1996
City National Bank April 1988 - September 1992
Skills
Small Business, Personal Trust..., Estate Administration, Investment Management, Personal Financial..., Accounting, Banking, Estate Planning, Wealth Management, Retirement Planning, Financial Analysis, Negotiation, Leadership, Marketing
Education
ABA National Graduate Trust School 1999 — 2000
Trust Administration, Estate Planning, Fiduciary Law & Compliance, Investment Management
Cannon Trust School 1994 — 1996
Trust Administration, Estate Planning, Fiduciary Law, Investment Management, Personal Finances
Santa Monica College 1986 — 1988
Associates of Arts Degree, Business Administration
KPMG January 2015 - Present
Federal Reserve Bank of Minneapolis May 2013 - December 2014
University of St. Thomas August 2012 - May 2013
Datacard May 2012 - August 2012
Wells Fargo Bank June 2010 - August 2011
BMO Harris Bank May 2008 - June 2010
World English 2007 - 2008
Education
University of St. Thomas 2011 — 2013
Master of Business Administration (MBA), Finance and Financial Management Services, 3.7 overall GPA
Shandong University 2006 — 2006
Intensive Chinese
University of Wisconsin-Madison 2000 — 2005
Comparative Literature, Foreign Languages and Literatures, General
Blake School 1996 — 2000
ICONIQ Capital March 2015 - Present
UBS January 2014 - March 2015
Goldman Sachs June 2013 - October 2013
UBS July 2012 - March 2013
Alchemy Ventures March 2011 - August 2011
Wells Fargo Bank July 2010 - September 2010
Select Craftsmenship June 2010 - September 2010
Macy's June 2009 - September 2009
Big Apple Bagels June 2007 - August 2008
Education
Santa Clara University - Leavey School of Business 2009 — 2013
Bachelor of Science, Finance
De La Salle High School 2005 — 2009
American Advisors Group (AAG Reverse Mortgage) May 2014 - Present
Associated Mortgage Bankers April 2013 - May 2014
Security One Lending July 2012 - January 2013
MetLife Bank February 2012 - July 2012
Wells Fargo Bank May 2011 - October 2011
Ideal Title Company, LLC 2005 - 2009
Wachovia Bank, NA 1999 - 2005
Morgan Stanley 1997 - 1999
Merrill Lynch 1992 - 1997
Skills
Mortgage Lending, Credit, Loans, Mortgage, Banking, Financial Modeling, Financial Analysis, General Ledger, Accounts Receivable, Accounts Payable, Customer Service
Education
Seton Hall University 1986 — 1990
Bachelor of Science, Accounting
Rodan+Fields Anti Aging Skin Care August 2013 - Present
Sebastopol, Ca August 2010 - Present
Wells Fargo Bank August 1981 - Present
Santa Rosa, Ca May 1965 - September 1970
Forestville ca April 1962 - August 1965
Skills
Marketing and..., ability to aid and..., Loans, Mortgage Banking, Home Equity, FHA financing, VA loans, USDA, Strategic Financial..., Investment Properties, Credit Analysis, Home Equity Loans, Underwriting, Financial Analysis, Real Estate, Investments, First Time Home Buyers, Sales Management, Commercial Mortgages, Construction Loans, Equities, NMLS, Reverse Mortgages
Education
American Institute of Banking 1984 — 2002
Santa Rosa Junior College 1990 — 1991
agent, Real Estate, A
Analy High School 1959 — 1962
high school diploma, business, 12
Starbucks February 2015 - Present
Starbucks December 2012 - February 2015
Starbucks April 2011 - December 2012
WestSide Baby May 2007 - May 2011
Starbucks 2007 - 2011
Captaris 2004 - 2007
Microsoft Corporation 2000 - 2004
Visio 1997 - 2000
Wells Fargo Bank 1989 - 1997
Skills
Treasury, Capital Markets, Retail, Financial Analysis, Strategic Planning, Financial Modeling, Forecasting, Customer Service, Fundraising, Business Strategy, Cross-functional Team..., Corporate Finance, Sarbanes-Oxley Act, Cash Management, Budgets, Financial Reporting, Mergers & Acquisitions, Finance, Management, Banking, Equities, Strategy
Education
Seattle University 1995 — 1997
Master, International Business
University of Idaho 1985 — 1989
BA, French/Business
Notary Services June 2008 - June 2012
Gardeners' Guild, Inc October 2003 - January 2010
Pyramid Breweries 2001 - 2002
East Bluff Homeowners Association 1991 - 2001
West Coast Property Management Company 1985 - 1988
Dinkelspiel, Donovan & Reder 1980 - 1985
Wells Fargo Bank 1977 - 1980
Dr. Francis Wong, DDS 1975 - 1977
Education
Hutchins School of Liberal Studies at Sonoma State University 2013 — 2015
Bachelor of Arts (B.A.), Liberal Studies with a Visual & Performing Arts Concentration for Teaching
Santa Rosa Junior College 2010 — 2013
Associate of Arts (A.A.), Liberal Arts (Teacher Preperation), Highest Honors
GWHS
Le-Vel.com April 2015 - Present
LANB January 2015 - Present
LANB November 2009 - Present
Wells Fargo Bank December 2007 - October 2009
Verizon Wireless October 2007 - December 2007
Verizon Wireless July 2007 - December 2007
Skills
Finance, Loans, Mortgage Lending, Sales, Time Management, Credit Analysis, Team Building, Marketing, Banking, Credit Cards, Commercial Banking, Consumer Lending, qu, Cash Flow, Invoicing, Financial Analysis, Accounts Payable &..., Balance Sheet, Social Media Marketing, QuickBooks, Microsoft Office
Education
Santa Fe Community College 2010 — 2016
Business Administration, Business, Management, Marketing, and Related Support Services
Santa Fe Community College
Associate of Arts and Sciences (AAS), Business Administration
Whats-Really-Good.com April 2011 - Present
Members Only Entertainment Group, LLC September 2011 - March 2012
The Alliance for Pioneer Square September 2010 - August 2011
Harborview Medical Center September 2009 - June 2010
Wells Fargo Bank July 2008 - September 2009
Todd Gibson 's State Legislature Campaign January 2008 - December 2008
Education
Seattle University 2009 — 2011
Strategic Communications, Public Relations, Advertising, and Applied Communication
Wells Fargo Bank April 1996 - Present
Southwest Savings & Loan September 1985 - July 1990
Skills
Series 7, Credit, Loans, Portfolio Management, Commercial Banking, Relationship Management
Education
Weber State University 1998 — 2003
Accounting, Banking, B
Santa Rosa Junior College 1983 — 1985
Mutual of Omaha Bank 2011 - Present
Wells Fargo Bank September 2006 - August 2011
Irwin Union Bank 2004 - 2006
Compass Bank September 2002 - 2004
Bank of America 1996 - August 2002
Skills
Cash flow/Financial..., New Business Development, Relationship Building, Cash, Credit Analysis, Loans, Finance, Loan Origination, Banking, Fundraising, Business Networking, Credit, Financial Analysis, Management, Lines Of Credit, Sales Management, Small Business Lending, Business Development, Commercial Lending, SBA 504, Commercial Banking, Executive Management, Small Business, Public Speaking, Process Improvement, Risk Management, Direct Marketing, CRM, Nonprofits, Commercial Mortgages, Leadership Development, Cash Management, Marketing, Retirement Planning, SBA, Commercial Real Estate, Real Estate, Underwriting, Budgets, Relationship Management, Business, Event Planning, Training, Leadership, Sales Operations, Sales, Strategic Planning, Team Building, Account Management, Treasury Management
Education
Santa Clara University 1981 — 1983
B.A., Spanish
Wells Fargo Bank February 2013 - June 2013
Neil Goldstein 2011 - 2012
Consolidated Turbine Support (CTS) October 2008 - July 2011
Skills
Skilled in Word,..., Ten Key 7000, Office Equipment, fax,..., Ability to learn custom..., Office procedures,..., Invoicing, tracking..., Able to create P&L..., Excellent interpersonal..., Leadership, Drawing, Microsoft Office, Customer Service, Credit
Education
Scottsdale Community College 1982 — 2002
Art and Interior Design, 4.0
Holland High School - Holland, MI 1971 — 1974
High School Diploma, General, 3.2
ASU
Approximately 23 Credits, General Studies, 3.2
TCF Capital Funding March 2013 - Present
Mid America Bank September 2012 - February 2013
Mid America Bank January 2009 - September 2012
Wells Fargo Bank July 2003 - January 2009
Skills
Credit, Small Business Lending, Banking, Commercial Lending, Loans, Commercial Banking, Credit Analysis, Retail Banking, Consumer Lending, Commercial Mortgages, Underwriting, Loan Origination, Refinance, Financial Analysis, Cash Management, Lines Of Credit, Finance, Asset Based Lending, Portfolio Management, Cash Flow, SBA, Cross Selling
Education
Santa Clara University - Leavey School of Business 1999 — 2003
Economics
Marquette University High School
Staples Advantage October 2004 - Present
Staples Advantage 2004 - 2008
Leslie Poolmart, Inc. March 2002 - October 2004
Hot Yellow 98.com 2000 - 2001
Staples Inc. 1998 - 2000
Wells Fargo Bank 1996 - 1998
Skills
Leadership Development, Sales Management, Salesforce.com, Sales Coaching, B2B, New Business Development, Consultative Selling, Contract Negotiation, Team Building, Public Speaking, Selling, Sales Presentations, Leadership, P & L Reponsibility, National Accounts, Business Coaching, Retail, Business Development, Solution Selling, Sales, Sales Process, Account Management, Direct Sales, Sales Operations, Cold Calling, Customer Retention, Strategy, Key Account Management, Major Accounts, Pricing, Sales Force Development, Profit, Competitive Analysis, Key Account Development, Inventory Management, Qualifying Prospects, Lead Generation, Managed Print Services, Outside Sales, Forecasting, Negotiation, CRM, Building Relationships, Income Statement, P&L Management, Customer Satisfaction, Selling Skills, Training, Market Planning, Cross-functional Team...
Education
University of Phoenix 2005 — 2007
MBA, Business Adminsitration
Seton Hall University 1983 — 1986
BS, Business Administration Minor in Marketing
Wells Fargo Home Mortgage November 1998 - Present
Wells Fargo Bank 1993 - 1999
Wells Fargo Bank October 1985 - December 1998
Keegan & Coppin Co., Inc. June 1984 - June 1986
Education
Sonoma State University 1983 — 1987
BS, Accounting
Santa Rosa Junior College 1983 — 1985
AA, general
Kunsmiller Creative Arts Academy June 2013 - Present
Grant Beacon Middle School 2012 - 2013
Denver Teacher Residency 2012 - 2013
Brittany Group April 2009 - October 2009
Wells Fargo Bank December 2005 - April 2006
PricewaterhouseCoopers September 2003 - August 2005
Skills
Accounting, Management, Auditing, Sarbanes-Oxley Act, Spanish, Teaching
Education
Santa Clara University - Leavey School of Business 1999 — 2003
Bachelors, Commerce in Accounting
The University of Queensland 2001 — 2002
Study Abroad
Wells Fargo February 2015 - Present
VyStar Credit Union May 2012 - February 2015
Wells Fargo Bank September 2010 - May 2012
Zaxby's Franchising, Inc. January 2004 - September 2010
Skills
Loans, Credit, Banking, Cross Selling, Consumer Lending, Retail Banking, Cash Management, Credit Analysis, Commercial Banking, Small Business Lending, Loan Origination
Education
University of North Florida - College of Business Administration 2006 — 2009
Bachelors, Marketing
Santa Fe College 2003 — 2006
Associate of Arts (A.A.), Business Administration and Management, General
Boots March 2013 - Present
Viggle Inc. February 2012 - March 2013
Goldman Sachs October 2011 - February 2012
2005 to 2010 November 2005 - October 2010
2003 to 2005 November 2005 - October 2010
D.E. Shaw & Co. 2005 - 2010
Wells Fargo Bank January 2000 - January 2003
HQ Global Workplace January 1998 - January 2000
Skills
Event Planning, Strategy, Public Speaking, Leadership, Project Management, Management, Event Management, Access, Customer Service, Administrative..., Marketing, Recruiting, Sales, Teamwork, Process Scheduler, Administrative...
Education
Seattle University
Bachelor of Arts, Journalism
Seattle University
Fifth Third Bank June 2012 - Present
Wells Fargo Bank January 2004 - June 2012
Wells fargo bank 1988 - 2011
Wachovia, A Wells Fargo Company April 1988 - November 2010
Wachovia January 2000 - June 2003
Wachovia A Wells Fargo Company June 1995 - December 1999
Skills
Commercial Banking, Banking, Mergers, Credit Risk, Sales, Process Improvement, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Publisher, Project Management, System Conversion, Mentoring, Supervising, Recruiting, Interview Preparation, New Hire Orientations, Mergers & Acquisitions, CRM, Risk Management
Education
UCF Continuing Education 2014 — 2014
Project Management, PMP Certification from UCF CE
Seminole State College of Florida 2008 — 2018
Business Administration and General Operations Management, undergraduate
CoreLogic July 2015 - Present
Sysco January 2015 - July 2015
CoreLogic May 2014 - January 2015
Glenn M. Gelman & Associates, CPA's and Business Advisors January 2014 - March 2014
OneScreen April 2013 - November 2013
Wells Fargo Bank May 2007 - October 2009
Skills
Risk Management, Microsoft Office, Finance, Capital & Expense..., Financial Planning &..., Essbase, Account Management, Business Strategy, Data Analysis, Market Research, Oracle Applications, CCH ProSystem fx, Financial Modeling, Compilation Of..., Balance Sheet Review, Mac/PC proficient, Customer Service, 10 Key, Bloomberg, Hyperion HFM
Education
Concordia University-Irvine 2012 — 2014
Bachelor of Arts (B.A.), Business Administration, dual emphases in Accounting and Finance
Santa Monica College 2010 — 2012
Associate of Arts (A.A.), Accounting
Pinnacle Bank April 2012 - Present
First National Bank/Santa Barbara Bank & Trust 1994 - 2012
Wells Fargo Bank 1978 - 1994
Skills
Banking, Commercial Banking, Credit Analysis, Credit, Commercial Lending, Loans, Private Banking, Portfolio Management, Consumer Lending, Cross Selling, Commercial Mortgages, Asset Based Lending, Loan Origination, Lines Of Credit, Small Business Lending
Education
Santa Clara University
Bachelor of Science, Business Administration and Management, General
Santa Clara University - Leavey School of Business
Master of Business Administration (MBA)
Coldwell Banker December 2003 - Present
Laurie G's Cooking School 1995 - 2000
Wells Fargo Bank 1986 - 1988
Exchange National Bank & Trust 1982 - 1987
Skills
Short Sales, Home, Residential, Realty, Selling, Integrated Marketing, Buying, Sellers, Relocation, Real Estate, Agents, First Time Home Buyers, Negotiation, Investment Properties, Foreclosures, Luxury, New Home Sales, ABR, Land, Customer Service, REO, Listings, First Time Buyers, Condos, Single Family Homes, Buyer Representation, Resale, Relocations, New Homes, Referrals, Townhomes, Real Estate Transactions, Buyers, FHA, Residential Homes, Relocation Buyers, SFR, Vacation Homes, Seniors, Council of Residential..., e-PRO, Income Properties, Waterfront
Education
Scripps College 1977 — 1981
ba, Psychology
New Trier High School 1973 — 1977
WorkWise, LLC September 2011 - Present
Competitive Computing June 2010 - September 2011
Deltek January 2007 - May 2010
Agile Software (acquired by Oracle Corporation) May 2003 - May 2006
MS2 (acquired by Agile Software) June 2000 - May 2003
Charles Schwab April 1997 - May 2000
Wells Fargo Bank May 1990 - March 1997
Skills
Cross-functional Team..., Program Management, Systems Training &..., Technology Change..., Software Implementation..., Technical Product..., Enterprise Account..., Personnel Management &..., Product Lifecycle..., E-commerce, Change Management, Strategic Planning, Professional Services, Training, Integration, CRM, Salesforce.com, Product Management, Vendor Management, Product Development, Enterprise Software, Cloud Computing
Education
Santa Clara University 1986 — 1990
BA, Business
Wells Fargo Bank March 2006 - Present
Skills
Small Business Lending, Lines Of Credit, Consumer Lending, Commercial Lending, Commercial Banking, Loans, Credit, Banking, Financial Analysis, Treasury Management, Retail Banking, Mortgage Lending, Loan Origination, Customer Service, Sales, Microsoft Office, Management, Leadership, Strategic Planning, Portfolio Management, Marketing Strategy, Relationship Management, Credit Analysis
Education
Santa Rosa Junior College 2007 — 2009
AA
Sonoma Valley High School 1996 — 1999
TrueLite Trace Inc. July 2014 - Present
TrueLite Trace Inc. July 2013 - Present
PayPal June 2012 - October 2012
Philips & LiteOn Digital Solutions February 2012 - May 2012
Juniper Networks December 2010 - August 2011
TBD Networks July 2010 - October 2010
Wells Fargo Bank October 2005 - October 2008
Education
Santa Clara University - Leavey School of Business 2009 — 2012
MBA, Entrepreneurship, Managing Innovation and Technology
Wells Fargo Bank August 2009 - Present
Wachovia Bank November 2007 - August 2009
Bank of America January 2007 - November 2007
Bank of America June 1996 - November 2007
Metro Networks March 1992 - June 1996
Skills
Commercial Banking, Portfolio Management, Sales Management, Business Development, Real Estate Lending, Commercial Lending, Credit, Loans, Small Business Lending, Banking, Credit Analysis, Non-profits, Event Management, Community Engagement, Sales, Cash Management, CRM, New Business Development, Relationship Management, Lines Of Credit, Loan Origination, Mortgage Lending, Management
Education
Scripps College
BA, French, Political Science
University of Phoenix
M.A., business management
Granada Hills High School
Unisys August 2010 - Present
Chase & Merrill Lynch July 2010 - August 2010
Avnet February 2010 - May 2010
Arrow Electronics INC September 2009 - February 2010
JP Morgan and Chase October 2007 - August 2008
Fitch April 2007 - September 2007
Castle Design May 2006 - February 2007
Wells Fargo Bank August 2005 - June 2006
Skills
Troubleshooting, System Deployment, Servers, XP, Remote Desktop, Operating Systems, Software Installation, Microsoft Certified..., Computer Hardware, Cabling, Windows XP, Printers, Computer Repair, Windows Vista, Hardware, BMC Remedy, Windows 7, Technical Support, Laptops, A+ Certified, Help Desk Support, Desktop Computers, Routers, Computer Maintenance, Wireless Networking
Education
Scottsdale Community College
Associates of Applied Science, Architectural Technology
TechSkills
Computer Information Technology
Wells Fargo Consumer Lending Group (CLG) Wells Fargo Bank, N.A. February 2013 - Present
Cervantes Productions, LLC January 2006 - Present
Arbonne International January 2004 - Present
CSSO(Customer Sales and Service Operations), Wells Fargo Bank, N.A. November 1998 - January 2013
Wells Fargo Bank 1998 - 2013
Wells Fargo Bank 1998 - 2013
Skills
Call Centers, Team Building, Business Analysis, Social Networking, Marketing, Coaching, Retail, Retail Banking, Management, Mortgage Lending, Sales, Project Management, Loans, Microsoft Excel, Banking, Direct Sales
Education
Santiago Canyon College
Communications Major (Public Relations & Advertisement), Public Relations/Image Management
Nielsen December 2014 - Present
Nielsen June 2014 - December 2014
Nielsen August 2012 - June 2014
The Nielsen Company October 2010 - July 2012
SymphonyIRI Group June 2010 - October 2010
The J.M. Smucker Company January 2009 - February 2010
Symphony IRI Group March 2007 - December 2008
Wells Fargo Bank September 2006 - March 2007
Skills
Data Analysis, Sales, Analytical Skills, Leadership, Customer Service, Banking, Advertising, Database Administration, Troubleshooting, Apollo, Trend, Content Management, Analytics, Competitive Analysis, Retail, Market Research, Customer Insight, Categorization, Marketing, Nielsen, Marketing Research, Market Analysis, Segmentation, Business Development, IRI, Shopper Marketing
Education
Santa Clara University 2002 — 2006
Bachelor of Science, Psychology
Ballard Designs August 2013 - Present
Dillards August 2011 - June 2013
Gap Inc./Banana Republic September 2010 - April 2011
Wells Fargo Bank November 2008 - June 2010
Skills
Retail, Customer Service, Sales, Microsoft Office, Public Speaking, PowerPoint, Community Outreach, Editing, Merchandising
Education
Sewanee-The University of the South 2003 — 2007
Bachelor of Arts, Psychology
Merrill Lynch October 2007 - Present
First National Bank of Northern California January 2007 - October 2007
First National Bank of Northern California June 2005 - December 2006
Wells Fargo Bank May 2003 - June 2005
Wells Fargo February 2003 - May 2003
Skills
Financial Analysis, Customer Service, Banking, Management, Operations Management, Customer Satisfaction, Sales, Analysis
Education
Santa Clara University - Leavey School of Business 2007 — 2010
MBA, Finance
Santa Clara University - Leavey School of Business 1997 — 2001
Bachelor of Science in Commerce, Marketing
Wells Fargo Bank January 1995 - Present
Skills
Loans, Banking, Training, Sales, Coaching, Sales Management, Risk Management, Management, Leadership, Credit
Education
Schreiner University 1991 — 1995
Bachelor's Degree, Business Administration and Management, General
Wells Fargo September 2011 - Present
Wells Fargo Bank February 2008 - September 2011
Skills
Financial Risk, Management, Change Management, Internal Controls, Business Process
Education
Santa Clara University
Bachelor of Science in Political Science and Bachelor of Science in Economics
Southern Wine & Spirits 2011 - Present
Wells Fargo Home Mortgage 2010 - 2011
Wells Fargo Bank 2009 - 2010
Gold's Gym 2008 - 2009
Terra Bella Union School District 2004 - 2008
Seattle University 2006 - 2007
Seattle University 2005 - 2006
Skills
Pricing, Media Relations, Marketing, Risk Management, Forecasting, Cross-functional Team..., Account Management, Team Leadership, Business Development, Business Strategy, Brand Management, Program Management, Customer Service, Management, Business Analysis, Sales, Sales Management, Social Media, Event Planning, Microsoft Office, Marketing Strategy
Education
Seattle University 2005 — 2009
Bachelor of Arts, Economics
Porterville High
Rabobank April 2014 - Present
American River Bank December 2013 - March 2014
Bank of America January 2011 - June 2013
Bank of America Merrill Lynch January 2010 - January 2011
Bank of America December 2004 - December 2009
US Bank August 2003 - August 2004
Wells Fargo Bank February 2002 - July 2003
Bank of America October 1989 - January 2002
Wells Fargo and Crocker Bank August 1976 - September 1989
Skills
Commercial Lending, Commercial Mortgages, Commercial Banking, Loans, Lines Of Credit, Credit Analysis, Treasury Management, Loan Origination, Mortgage Lending, Business Development, Middle Market, Asset Based Lending, Real Estate
Education
Pacific Coast Banking School 1985 — 1987
Stanford University Graduate School of Business 1974 — 1976
Business/Commerce, General
Santa Clara University - Leavey School of Business 1970 — 1974
Bachelor of Science (BS), Business Administration and Management, General
Quest Media & Supplies, Inc. February 2010 - Present
Wells Fargo Bank November 2005 - February 2008
Education
Santa Clara University 2001 — 2005
BS, Mathematics
Hansel Auto Group September 2002 - Present
Wells Fargo Bank August 1996 - July 2002
Education
Santa Clara University 1992 — 1996
B.S., Economics
Bank of Marin January 2013 - Present
Sonoma Bank 2010 - January 2013
Boys & Girls Club of Sonoma Valley 2010 - 2013
Sonoma Valley Bank 2003 - 2010
The Lodge at Sonoma, A Renaissance Hotel 2000 - 2001
Wells Fargo Bank 1999 - 2000
Skills
Financial Analysis, Banking, Underwriting, Credit, Community Participation, Lines Of Credit, Loans, Commercial Banking, Small Business Lending, Cash Management, Customer Service, Credit Analysis, Accounts Receivable, Branch Management, Accounting, Community Outreach, Business Analysis, Relationship Management
Education
Hiperion
Santa Rosa Junior College
AA, Busines Management
Sonoma Valley High School
University of Phoenix
BA, Business Management
University of California, San Francisco 2013 - Present
Wells Fargo Bank 2013 - 2013
National Asian Pacific American Women's Forum 2012 - 2012
Mount, Spelman & Fingerman, P.C. 2010 - 2011
Hyphen magazine 2010 - 2011
The Focal Point, LLC 2007 - 2009
Finnegan, Henderson, Farabow, Garrett & Dunner, LLP 2006 - 2006
Crosby, Heafey, Roach, and May, LLP 2000 - 2001
Salesian High School 1997 - 1998
Skills
Writing Skills, Computer Literate, Adobe Creative Suite, Social Media Marketing, Leadership, InDesign, Marketing, Public Relations, Project Management, Market Research, CRM, Research, Fundraising, Strategy, Copy Editing
Education
Santa Clara University School of Law 2002 — 2005
J.D., Law
University of California 1997 — 1999
B.A, English
Pinole Junior High School
Bank of America July 2010 - Present
Wells Fargo Bank June 2004 - July 2010
Skills
Financial Analysis, Asset Allocation, Portfolio Management, Wealth Management, Investments, Investment Management, High Net Worth..., Asset Management, Mutual Funds, Investment Strategies, Alternative Investments, Financial Planning, Strategy
Education
Seattle Pacific University - School of Business and Economics 1999 — 2004
B.A., Finance, Philosophy
Presbyterian Mo-Ranch Assembly December 2014 - Present
Kerrville Area Chamber of Commerce July 2012 - December 2014
Wells Fargo Bank March 2009 - July 2012
Bank of America August 2004 - July 2008
Skills
Marketing, Customer Service, Sales Management, Credit, Consumer Lending, Sales Operations, Loans, Team Building, CRM, Banking, Customer Retention, Retail Banking, Lines Of Credit, Commercial Banking, Member Relations, Sales Process, Cross Selling, Direct Sales, Sales, Creative Developement
Education
Schreiner University
Bachelors of Business Administration, Marketing
Veterans Voices of Santa Clara County December 2014 - Present
City of San Jose Human Services Commission December 2013 - Present
Outreach & Escort Inc. October 2013 - Present
United States Marine Corps Reserve September 2006 - September 2014
Center for Training and Careers, Inc. April 2013 - October 2013
Otto Lee for U.S Congress 2012, CA Congressional District 22 February 2012 - May 2012
Intellectual Property Law Group LLP August 2011 - May 2012
Councilmember Otto Lee, City of Sunnyvale CA March 2011 - July 2011
U.S House Rep. Mike Honda, CA 15th District January 2010 - April 2010
Wells Fargo Bank May 2005 - September 2006
Education
Santa Clara County Government 101 Academy
Certificate of Completion, Civic Leadership and Involvement
Asian Pacific American Leadership Institute (De Anza College)
Certificate of Completion, Civic Leadership and Involvement
San Jose State University
Bachelor of Arts (B.A.), Political Science and Government
Marine Corps Combat Service & Logistics School
Distribution Management Specialist (MOS 3112), Combat Logistic Operations, Private First Class
Santa Rosa Junior College 2001 — 2005
General Education, Lower Division Academic Courses, Political Science and Government
Wells Fargo March 2014 - Present
Wells Fargo March 2012 - March 2014
Wells Fargo Bank March 2010 - March 2012
Skills
Banking, Retail Banking, Commercial Banking, Consumer Lending, Credit, Loans
Education
Shasta College 2008 — 2010
The Advisors Mortgage Company/American Pacific Mortgage Co NMLS 1850 November 2014 - Present
Wells Fargo Bank November 2006 - November 2014
Washington Mutual June 1994 - November 2006
Skills
Mortgage Lending, Mortgage Banking, Refinance, Loans, Residential Mortgages, Underwriting, Banking, FHA, First Time Home Buyers, Real Estate, Financial Analysis, Investment Properties, VA loans, Referrals, Loan Origination
Education
Seattle Pacific University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Majoring in Finance
Seattle Pacific University - School of Business and Economics 1989 — 1993
BA, Finance/Accounting
Smith Micro Software, Inc. March 2015 - Present
Bay Area News Group October 2012 - March 2015
Wells Fargo July 2012 - September 2012
Wells Fargo Bank November 2010 - July 2012
ShipSmart, Inc August 2000 - September 2009
Westwood One April 1993 - November 1998
Skills
Email Marketing, Advertising, Marketing, Social Media Marketing, Online Advertising, Marketing Strategy, Sales, New Business Development, Advertising Sales, Digital Marketing, Social Networking, Direct Marketing, Digital Media, Social Media, Online Marketing, Business Development, Integrated Marketing, Mobile Marketing, Facebook, Marketing Communications, Customer Service, Public Relations, Microsoft Office, Radio, Outlook, Management, Media Planning, Lead Generation, Sales Management, Media Buying, Strategy, Mobile Advertising, New Media, B2B, Editing, Copywriting, Public Speaking, SEM, SEO, Digital Strategy, Press Releases, PowerPoint, Team Leadership, Account Management, Brand Development, Retail, Display Advertising, Multi-channel Marketing, Mobile Devices, CRM
Education
Santa Monica College 1988 — 1990
Paychex April 2015 - Present
ADP May 2014 - March 2015
Wells Fargo Bank August 2010 - May 2014
Paychex, Inc August 2005 - July 2009
ADP April 2002 - April 2005
Paychex Inc March 2000 - May 2003
Skills
Employee Benefits, Sales Process, Salesforce.com, Sales Management, Cold Calling, Sales, Leadership, New Business Development, Sales Operations, Selling, Management, Recruiting, Training, Time Management, Team Building, Account Management
Education
Santa Monica College 2001 — 2002
FASTSIGNS® May 2011 - April 2015
Wells Fargo Bank August 2003 - January 2009
The Press Democrat November 2001 - March 2003
Skills
Graphic Design, InDesign, Illustrator, Photoshop, Signs, Organization Skills, Microsoft Office, Cash Handling, Customer Service, Sales
Education
Santa Rosa Junior College 2009 — 2010
Graphic Design; Graphic Design Production Fundamentals; Adobe Certification in InDesign, Graphic Design, Dean's Highest Honors GPA 3.798
Thomson Reuters January 2014 - Present
Taxware July 2012 - December 2013
ADP Added Value Services July 2012 - December 2012
Wolters Kluwer Financial Services January 2008 - July 2012
RGR Detail, Inc. June 2006 - August 2008
Advanced Collision Technologies March 2006 - December 2007
US Army August 2004 - January 2006
CCH June 2003 - July 2004
Wells Fargo Bank April 2002 - June 2003
UBS Wealth Management February 2000 - January 2001
Skills
Compliance, Banking, Microsoft Office, Customer Relations, Team Building, Contract Negotiation, Process Improvement, Problem Solving, Account Management, Public Speaking, Customer Service, Contract Negotiations, Team Leadership, New Business Development, Mentoring, Analysis, Project Management, Salesforce.com, Solution Selling, SPIN Selling, Cross-functional Team..., Basho, Miller-Heiman Strategic..., Enterprise Software, BigMachines, CRM, Finance, Direct Sales, Lead Generation, Financial Services, B2B, Strategic Partnerships, Business Development, Cold Calling, Sales Presentations, Sales Operations, Strategy, Sales Management, Professional Services, Product Management, Start-ups, Management, Competitive Analysis, Vendor Management, Executive Management, Forecasting, Sales Process, Selling, Leadership, Sales
Education
Villanova University 1990 — 1992
Bachelor of Arts (BA), Economics and Political Science (Double Major)
Santa Clara University 1988 — 1990
Economics & Political Science
St. Francis High School
St. Francis High School
St. Francis High School
Canine Companions for Independence October 1990 - Present
Lake & DeAngelis, Inc. October 1984 - September 1990
B & C Produce, San Jose July 1983 - October 1984
Wells Fargo Bank 1981 - 1983
Wells Fargo Bank 1978 - 1979
Skills
Employee Benefits, Workers Compensation, Human Resources, Payroll, Nonprofits, EEO Reporting, Leave Administration, Microsoft Excel, Adobe Acrobat, Microsoft Word, 403 b, BLS, Leadership, FMLA
Education
Leland HS
Santa Rosa Junior College
Certificate, Human Resources Administration
UCLA
Bachelor of Arts (B.A.), History
Breastlink April 2014 - Present
Kaiser Permanente March 2013 - March 2014
Wells Fargo Bank March 2012 - March 2013
Seattle University June 2011 - September 2012
South Seattle Community College February 2011 - October 2011
International Examiner June 2010 - December 2010
Skills
Public Relations, Marketing, Social Media, Public Speaking, Blogging, Advertising, Team Building, Press Releases, Social Media Marketing, Leadership, Strategy, Management, Lead Generation, Customer Satisfaction, Social Networking, Event Planning, Nonprofits, Recruiting, Customer Service
Education
Seattle University 2010 — 2012
Bachelor of Business Administration, Marketing
South Seattle Community College 2006 — 2008
Associate of Business, Marketing
Wells Fargo Bank January 1998 - Present
Wells Fargo Bank NA 1998 - Present
Pittsburgh School of Massage Therapy November 1996 - March 1997
National Renewable Energy Laboratory April 1994 - January 1996
Skills
Customer Service, Event Management, Event Planning, Management, Trust Services, Public Speaking, Fundraising, Program Management, Community Outreach, Marketing, Research, Teaching, Data Analysis
Education
Santa Fe Community College
Associates Degree, Business Administration
Wells Fargo April 2013 - Present
Wells Fargo April 2010 - April 2013
Wachovia Bank May 2007 - April 2010
Wells Fargo Bank May 2006 - May 2007
Wells Fargo Bank November 2005 - May 2006
Wells Fargo Bank August 2003 - November 2005
Wells Fargo Bank August 2002 - August 2003
Good Day Sacramento February 2000 - August 2002
News10 November 1999 - November 2000
ABC-News Channel 7 August 1998 - November 1999
Skills
Retail, Small Business, Marketing, Marketing Communications, Sales, Direct Marketing, Marketing Strategy, Team Building, Banking, Customer Service, Strategy, Credit, Sales Management, Management, Coaching, Financial Analysis, Loans, Leadership, Strategic Planning
Education
Santa Clara University 1994 — 1998
BA, Communication
Pacific Union Financial, LLC March 2014 - Present
Envoy Mortgage January 2012 - March 2014
CenturyLink April 2012 - December 2012
Endura Financial Federal Credit Union October 2009 - March 2012
Wells Fargo Bank January 2007 - August 2009
Skills
Notary Public, People Skills, Direct Sales, Loans, Underwriting, Teamwork, Mortgage Banking, Consumer Lending, Mortgage Lending, Credit, Credit Analysis, Customer Service, Budgets, Loan Origination, Refinance, Home Equity Loans, Selling, FHA, FHA financing, Reverse Mortgages, Financial Reporting, Real Estate, First Time Home Buyers, Investment Properties, Residential Mortgages, Microsoft Excel, Building Relationships
Education
Augsburg College 2010 — 2014
Bachelor, Finance, Business Management, and Business Administration/Economics
Scottsdale Community College 2007 — 2009
Generals, Finance
San Diego Golf Academy 2005 — 2007
Associates Degree, Golf Course Management
Appko February 2007 - Present
Tidal Software - Cisco July 2007 - February 2010
Wells Fargo Bank 2005 - 2007
Wells Fargo 2005 - 2007
CRM Consulting Inc 2002 - 2007
Peoplesoft 2001 - 2002
Apple 2000 - 2001
Nokia 1998 - 2000
Skills
Cloud Computing, VMware, Enterprise Software, System Architecture, Distributed Systems, Enterprise Architecture, Salesforce.com, Process Engineering, ITIL, PeopleSoft, Java, Software Development, Portals, IT Service Management, Start-up Operations, Program Development, Oracle, Cloud Portal, Virtual Datacenter, TIBCO General Interface, Virtualization, Software Project..., Start-ups, IT Strategy, Business Process, Integration, Requirements Analysis, SaaS, Pre-sales, SDLC, Databases, CRM, Data Center, Business Intelligence, Project Management, Cisco Technologies, Security, SOA, PMP, Troubleshooting, Solution Architecture, IT Management, Architectures, Agile Methodologies
Education
University of Nevada-Las Vegas - College of Business 1996 — 1997
BS-MIS, MIS
Seattle Central Community College 1994 — 1995
AA, Business
Derby High School 1986 — 1990
GED, Private Pilot, and independent study aeronautical drafting
Wells Fargo May 2012 - Present
Thrivent Financial April 2008 - May 2012
Wells Fargo Bank December 2005 - April 2008
Birlasoft INC February 2001 - December 2005
GBM, Muscat, Oman January 2000 - January 2001
Eimco Elecon January 1995 - January 2000
Skills
Enterprise Content..., Enterprise Architect, FileNet, Documentum, Kofax, Business Process..., Web Services, Websphere, Records Management, Oracle, SharePoint, Unix, Solution Architecture, Enterprise Architecture, Software Development, Enterprise Software, Software Project..., Requirements Analysis, Architectures
Education
University of Phoenix 2009 — 2010
MBA
Sardar Patel University 1991 — 1995
Bachelor's of Engineer, Computer Engineering
Sardar Patel University 1991 — 1995
B.E
JPMorgan Chase Bank, N.A. September 2015 - Present
J.P. Morgan Securities LLC July 2011 - September 2015
Chase Investment Services Corp. July 2011 - October 2012
MetLife Securities, Inc. October 2009 - July 2011
Wells Fargo Investments, LLC September 2008 - September 2009
Wells Fargo Bank September 2005 - September 2009
Wells Fargo Financial September 2004 - September 2005
Education
Seattle University 2000 — 2004
Bachelor of Arts Degree, Business Administration; Finance & Business Economics
Spansion, Inc January 2007 - Present
Qualitau, Inc March 2005 - December 2006
QualiTau, Inc. August 2004 - March 2005
Wells Fargo Bank January 2000 - May 2002
Skills
Java, C, C++, Haskell, LSL, MAC, Windows, DOS, UNIX, MS Office, Design Architect..., Microsoft Visual C++, Kawa, Xilinx, WinHugs98, AutoCAD, IronCAD, System View, QualiTau Test Software, Advantest, Agilent, Verigy, Nextest, English, Vietnamese, Spanish, Product Engineering, Unix, Microsoft Office, Flash Memory, IC, Visual C++, Quality Assurance, Manufacturing, Testing, CMOS, Yield
Education
Walden University 2009 — 2013
PhD, Engineering Management
Santa Clara University 2004 — 2005
M.S, Electrical Engineering; Wireless and DSP
Santa Clara University 2000 — 2004
B.S, Electrical Engineering; Wireless
eRyker Discovery August 2010 - November 2013
Robert W. Johnson & Associates April 2008 - June 2009
Wells Fargo Bank June 2004 - September 2006
Union Bank of California September 2000 - May 2004
Skills
Possess strong..., Interpersonal..., Goal-oriented..., Problem Solving, Relationship Management, Organized Multi-tasker, Financial Modeling, Portfolio Management, Finance, Loans, Financial Analysis, Credit Analysis, Credit, Banking, Commercial Lending, Sales, Commercial Banking, Business Analysis, Business Process..., Cross-functional Team..., Business Development, Strategy
Education
Santa Clara University - Leavey School of Business 2005 — 2007
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
Google January 2013 - June 2014
Genentech August 2011 - March 2012
Ecoceipt, Inc., October 2010 - May 2011
Santa Clara University March 2009 - March 2010
Visa January 2008 - June 2009
Wells Fargo Bank June 2005 - June 2006
DeVry University March 2001 - June 2005
Skills
Software Development, Leadership, JavaScript, HTML5, CSS3, jQuery, AngularJS, MySQL, User Experience Design, Agile Methodologies, SDLC, Google API, Java, Security, Databases, Unix, Microsoft SQL Server, Node.js, Information Security, SQL, Oracle, Business Analysis, HTML, Python, CSS, User Experience, HTML 5, Google App Engine, Information Security..., Information Security..., User Experience Testing, Information Security...
Education
Santa Clara University 2006 — 2010
Master's of Science, Information Systems, Managing Innovation and Technology
Callum Page Realty March 2006 - Present
Wells Fargo Bank August 2000 - September 2004
Education
Santa Monica College 2003 — 2006
Silicon Valley Chinese Technology and Business Association 2015 - Present
East West Bank October 2014 - Present
Wells Fargo Bank August 2012 - October 2014
Wells Fargo April 2008 - July 2012
Mid-Peninsula Bank October 2006 - March 2008
Sun Microsystems 2002 - 2003
IBM 1998 - 2000
Skills
Portfolio Management, Banking, Financial Risk, Financial Analysis, Credit, Financial Modeling, Management, Commercial Banking, Credit Analysis, Loans, Finance, Risk Management, Commercial Lending, Cash Management, Treasury Management, Underwriting, Credit Risk, Relationship Management, Due Diligence, Financial Services
Education
Santa Clara University 2001 — 2003
MBA, Finance
Santa Clara University - Leavey School of Business 2001 — 2003
MBA, Finance
California Polytechnic State University-San Luis Obispo 1994 — 1999
Bachelor of Science, Mechanical 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
Wells Fargo August 1999 - Present
Wells Fargo Bank August 1999 - June 2008
Education
Santa Clara University 1982 — 1986
MUFG Americas November 2011 - Present
Union Bank February 2000 - October 2011
Wells Fargo Bank 1990 - 2000
Skills
Executive Pay, Banking, Microsoft Excel, Microsoft Word, Human Resources, Deferred Compensation, HRIS, Management
Education
Santa Clara University
Bachelor of Science (BS)
Abercrombie International Inc. September 2014 - Present
Marcus & Millichap October 2012 - August 2015
Pacific Living Properties December 2009 - July 2012
Pacific Living Properties May 2007 - December 2009
Positive Coaching Alliance October 2005 - May 2007
Service Source 2004 - 2005
Wells Fargo Bank 2003 - 2004
Skills
Salesforce.com, Sales, Account Management, New Business Development, Customer Service, Marketing, Strategic Planning, Team Building, Negotiation, Microsoft Excel, Sales Management, Cold Calling, Microsoft Office, Coaching, Management, Market Research, Business Planning, Real Estate
Education
Santa Clara University 1998 — 2002
BS, Psychology
Crossroads High School 1994 — 1998
Wells Fargo April 2015 - Present
Wells Fargo July 2013 - April 2015
Wells Fargo Bank 2002 - June 2013
Salestar 1995 - 1999
Skills
Banking, Portfolio Management, Credit, Cross Selling, Commercial Lending, Loans, Credit Analysis, Strategy, Commercial Banking
Education
University of California, Berkeley, Haas School of Business 1999 — 2001
School of Oriental and African Studies, U. of London 1991 — 1992
MA, Asian Studies
University of Bristol 1988 — 1991
BA, History
Wells Fargo Bank October 2001 - Present
AgEx March 2000 - June 2001
ConAgra Foods June 1991 - February 2000
Klein Brothers September 1981 - May 1991
Skills
FX, Banking, Credit, International Business, FX Options, SBA, Asset Management, Leadership, Management, Financial Modeling, Commercial Banking, Commercial Lending, Treasury Management, Asset Based Lending, Financial Analysis, Business Strategy, Finance, Real Estate, Strategic Planning, Financial Services, Business Development, New Business Development, Marketing, Corporate Finance, Small Business Lending, Risk Management, Credit Risk, Business Planning, Mortgage Banking, Investments, Agricultural Marketing, Loans, Sales Management, Credit Analysis, Middle Market, Lines Of Credit, Portfolio Management, Relationship Management, Cash Management, Underwriting, Mortgage Lending, Loan Origination, Cross Selling, Treasury Services, Sales, Cash Flow Lending
Education
Santa Clara University - Leavey School of Business 1981 — 1982
MBA, Agribusiness
Santa Clara University 1977 — 1980
B.S., Combined Sciences
The Talon Group August 2005 - Present
Wells Fargo Bank 2002 - 2005
Education
Scottsdale Community College 2008 — 2010
General
Wells Fargo Bank October 2003 - Present
Skills
Banking, Strategic Planning, Management, Credit, Loans, Cash Management, Small Business Lending, Sales, Series 7, Finance, Strategic Financial..., Mortgage Lending, Insurance, Relationship Management, Commercial Banking, Portfolio Management, Financial Services, Investments, Coaching, Commercial Lending, Real Estate, Retail Banking, Credit Analysis, Analysis, Underwriting, Cross Selling, Consumer Lending, Wealth Management, Financial Analysis, Risk Management, Treasury Management, Loan Origination, Small Business, Program Management, Lines Of Credit, Mortgage Banking, Executive Management, Financial Modeling, Private Banking, Credit Cards, Credit Risk, Financial Risk
Education
Santa Clara University 1991 — 1995
Business Financial Services July 2014 - Present
Deutsche Bank December 2012 - July 2014
Wells Fargo November 2011 - December 2012
WELLS FARGO BANK September 2008 - November 2011
BNY Mellon July 2005 - September 2008
Publix 1998 - 2004
Skills
Banking, Credit, Portfolio Management, Credit Analysis, Loans, Financial Analysis, Investments, Customer Service, Solution Selling, Asset Management, Compliance, Risk Management, Financial Services, Insurance, Outlook, Customer Relations, Financial Reporting, Finance, Managerial Finance, Financial Accounting, Microsoft Excel, SQL, Cognos, Query Studio, Business Objects, Operations Management, Sales Operations, Account Management, Project Management
Education
University of Florida 2003 — 2004
Masters of Science, Business Management
Sewanee-The University of the South 1998 — 2002
Bachelors of Arts, Political Science
Wells Fargo Bank 1999 - Present
Citibank July 1985 - October 2000
Skills
Team Leadership, Consumer Lending, Banking, Loans, Small Business Lending, Credit, Commercial Lending, Mortgage Lending, Commercial Banking, Credit Analysis, Retail Banking, Lines Of Credit, Cross Selling, Mortgage Banking, Loan Origination
Education
School of Visual Arts
Wells Fargo Bank 1994 - Present
Wells Fargo 1983 - Present
Skills
Loans, Affordable Housing, Real Estate, Non-profits, Real Estate Development, Investments, Commercial Real Estate, Credit, Asset Managment, Real Estate Economics, Banking, Financial Analysis, Asset Management, Nonprofits, HUD, Due Diligence, Management, Analysis, Underwriting, Commercial Lending, Mortgage Lending, Loan Origination, Credit Analysis, Real Estate Financing
Education
Santa Clara University 1990 — 1994
MBA, Business
University of California, Santa Barbara 1980 — 1984
BA Economics, Economics
Alain Pinel Realtors January 1999 - Present
Bay View Capital Corporation 1979 - 1986
Wells Fargo Bank 1979 - 1986
wells fargo bank 1979 - 1986
Skills
First time..., Real Estate, First Time Home Buyers, Short Sales, Investment Properties, Condos, Foreclosures, Single Family Homes, Real Estate Transactions, Listings, Referrals, Buyer Representation, Investors, Sellers, REO, Relocation, Residential Homes, Luxury, Buyers, Brokerage, Property, Selling, Real Estate Economics, Sales
Education
Santa Clara University 1975 — 1979
Finance
Sunflower Bank April 2013 - Present
Great Western Bank June 2012 - March 2013
Wells Fargo Bank March 2009 - June 2012
BBVA Compass 2008 - 2009
Atlas Financial & Mortgage 2001 - 2007
Skills
Lines Of Credit, Commercial Mortgages, Treasury Management, Credit Analysis, Loans, Commercial Lending, Credit, Commercial Banking, Banking, Financial Analysis, Portfolio Management, Mortgage Lending, Small Business Lending, Loan Origination, Cash Management, Underwriting, Finance, Credit Risk, SBA, Construction Loans
Education
Santa Clara University 1986 — 1990
BS, Accounting and Finance
Mullen
SVDP
Apple April 2013 - Present
Ernst & Young October 2006 - March 2013
Wells Fargo Bank January 2002 - January 2006
Skills
Data Analysis, IT Risk, MIS, Internal Controls, SOX, Internal Audit, Compliance, IT Audit, SAS70, CISA, Sarbanes-Oxley Act, Enterprise Risk..., Risk Assessment, Analytics, Financial Risk
Education
Santa Clara University - Leavey School of Business 2002 — 2006
BS, Operation Management Information System
Van Ness/Folsom Properties January 2015 - Present
Stay at Home Mom/Writer February 2012 - Present
CB Richard Ellis (Formerly RREEF, Asset Management) April 2007 - March 2012
CBRE April 2007 - March 2012
CB Richard Ellis April 2007 - January 2011
Wells Fargo Bank July 2006 - April 2007
Wells Fargo Bank September 2005 - July 2006
Skills
Budgeting, Contract Management, Administration, Microsoft Office, Access, Budgets, Accounts Payable, Strategic Planning, Customer Service, Accounting, Real Estate, Microsoft Excel, Sales, System Administration, Property Management, Public Speaking, Leases, Marketing Strategy
Education
University of California, Davis 2003 — 2005
Bachelor of Applied Science (B.A.Sc.), English Language and Literature/Letters
University of California, Davis 2003 — 2005
B.A, English
Santa Rosa Junior College 2002 — 2003
A.A
Santa Rosa High School 1997 — 2001
Wells Fargo Bank August 1974 - August 2014
Skills
Commercial Banking, Banking, Underwriting, Asset Based Lending, Commercial Lending, Credit, Portfolio Management, Small Business Lending, Loans, Capital Markets, Cash Management, Credit Analysis, Financial Analysis, Investments, Wealth Management
Education
Santa Clara University - Leavey School of Business 1987 — 1989
Executive Award, Graduate School of Credit and Financial Management
University of Oregon - Charles H. Lundquist College of Business 1970 — 1974
BBA, Banking
Cate School 1966 — 1970
Travis Credit Union December 2013 - Present
One Hour Heating & Air Conditioning, LLC July 2013 - December 2013
U.S. Bank July 2012 - July 2013
Wells Fargo Bank March 2011 - July 2012
WELLS FARGO BANK November 2009 - March 2011
Allied Mechanical November 2007 - November 2009
Residential Mortgage Capital, June 2005 - June 2007
Education
Computer Learning Center 1999 — 2000
Network Technology Certificate, Computer Hardware
Santa Rosa Junior College 1990 — 1993
Accounting
Wells Fargo Bank August 2010 - July 2013
Allen Matkins September 2005 - May 2010
Education
Santa Clara University School of Law 1999 — 2001
Saint Mary's College 1994 — 1998
BSE, Business Administration
Wells Fargo December 2013 - Present
Wells Fargo Bank July 2010 - December 2013
Wells Fargo Bank 2010 - 2011
Wells Fargo Bank 2010 - 2011
Skills
Credit Analysis, Portfolio Management, Loans, Financial Analysis, Commercial Lending, Commercial Banking, Banking, Small Business Lending, Underwriting, Credit, Fixed Income, Asset Based Lending
Education
Santa Clara University - Leavey School of Business 1992 — 1994
MBA, Finance, General
University of California, Davis 1983 — 1987
Agricultural Science and Management
Charles Schwab & Co. 2008 - 2009
Wells Fargo Bank October 2002 - March 2008
Education
University of California, Berkeley 1968 — 1970
MBA, Finance
Stanford University 1966 — 1968
MSEE, Electrical Engineering
Santa Clara University 1962 — 1966
BSEE, Electrical Engineering
Wells Fargo Bank ALM AnalystWells Fargo Bank2008 - Present
Greater Bay Bank 2006 - 2007
FHLBank San Francisco 1990 - 1997
Education
Santa Clara University 1983 — 1987
Wells Fargo Bank Senior Customer Service RepresentativeFrement Investment & LoanJune 2005 - March 2006
Ameriquest Mortgage Co. October 2003 - May 2005
Bank of America June 1997 - October 2003
Education
MicroAge computers 2000 — 2000
MCSE, Networking
Seneca College of Applied Arts and Technology 1994 — 1995
HRMC, Human Resources Management
Abbot Downing/Wells Fargo October 2010 - Present
Bank of the West May 2008 - September 2010
City National Bank July 2005 - May 2008
Wells Fargo Private Bank 2002 - 2005
Wells Fargo Bank 1998 - 2005
Wells Fargo, Private Client Group April 1997 - February 2002
Skills
Management, Private Banking, Strategy, Wealth Management
Education
Santa Clara University 1988 — 1993
MBA, Finance
University of California, Santa Barbara 1978 — 1983
BA, Economics
JPMorgan Chase Business Banking June 2013 - Present
Wells Fargo California Business Banking July 2010 - December 2011
Wells Fargo California Business Banking October 2008 - July 2010
Wells Fargo Bank July 1998 - July 2008
Wells Fargo October 1994 - October 1998
Skills
Commercial Lending, Loans, Credit, Banking, Commercial Banking, Small Business Lending, Underwriting, Retail Banking, Treasury Management, Loan Origination, Portfolio Management, Credit Analysis, Lines Of Credit, Mortgage Lending, Consumer Lending, Finance, Business Development, Residential Mortgages, Relationship Management, Refinance, Mortgage Banking, Investments, Cross Selling, Credit Risk, SBA, Sales, Financial Structuring, Financial Services, Commercial Mortgages, Asset Based Lending
Education
Seattle University
International Business
Seattle Central Community College
Wells Fargo Bank January 2000 - Present
Wells Fargo Bank, NA January 2000 - Present
First American Corporation January 1999 - January 2000
First American National Bank January 1997 - January 1999
Fisrt American National Bank January 1996 - January 1997
NASHVILLE BANK OF COMMERCE January 1992 - January 1996
Skills
Mergers, Analysis, CRM, Fixed Income, Banking, Financial Analysis, Portfolio Management, Loans, Strategy, Forecasting, Strategic Planning, Investments, Management, Leadership, Budgets, Sales, Underwriting, Project Management, Insurance, Risk Management, Mergers & Acquisitions, Finance, Corporate Finance
Education
Vanderbilt University - Owen Graduate School of Management 1998 — 2000
MBA, Management/Finance
The Southeastern School of Banking 1995 — 1996
Certification, Financial Services
Sewanee-The University of the South 1988 — 1992
BA, Political Science- Public Law
Meridian Consulting Group, Inc. 2004 - 2014
Genentech 2003 - 2009
Amdahl Corp. 1998 - 2000
Sun Microsystems 1996 - 1998
Amdahl Corp 1986 - 1996
Wells Fargo Bank 1983 - 1986
Education
Santa Clara University - Leavey School of Business
MBA
The Catholic University of America
MS in LS
University of California, Berkeley
BA, English
All Covered April 2015 - Present
TEKsystems / Esurance September 2014 - April 2015
Corporate Job Bank May 2014 - June 2014
Chase Paymentech December 2013 - May 2014
Freedom Mortgage October 2012 - September 2013
Freedom Mortgage August 2011 - October 2012
Wells Fargo Home Mortgage September 2009 - June 2011
Wells Fargo July 2006 - October 2008
Wells Fargo February 2005 - August 2006
Wells Fargo Bank August 2003 - February 2005
Skills
Mortgage Lending, Process Improvement, Credit, Loans, Team Leadership, Customer Service, Sales Management, Underwriting, Consumer Lending, Credit Analysis, Relationship Management, Technical Support, Commercial Lending, Microsoft Excel, Computer Repair, Information Technology, Technology Services, Computer Hardware, Computer Maintenance, Computer Security, Business Applications, Financial Systems, Business Systems..., Commercial Mortgages, Outlook, Small Business Lending, Mortgage Industry, Excel, Problem Solving, PowerPoint, Word, Operations Management, Active Directory, SCCM, Citrix XenApp, Citrix XenDesktop, Remote Desktop, Remote User Support, Remote Access, Remote Troubleshooting, Microsoft Exchange, Windows Server, Server Administration, Network Administration, Network Security, Computer Network..., Access
Education
Scottsdale Community College 2014 — 2016
Information Technology, 3.85
South Mountain Community College 2013 — 2013
Business and Personal Computing, Information Technology, 4.0
University of Connecticut 2006 — 2011
Industrial and Organizational Psychology
Wells Fargo Bank October 2013 - Present
Goodlife Labs May 2005 - May 2013
Duxiana July 1998 - July 2005
Prive' 1990 - 1998
Skills
Sales Management, Microsoft Office, Strategic Planning, Marketing, New Business Development, Direct Marketing, Customer Service, Management, Sales, Social Media, Social Networking, Strategic Partnerships
Education
Santa Monica College 1985 — 1987
Business
Nick Harris Detective Academy 1979 — 1981
Graduate, Private Investagations
Los Angeles institute of Fashion Design 1978 — 1980
Yes, Fashion Design/Retail Business
Wells Fargo Bank July 2006 - Present
PetSmart Corporation 2001 - 2009
PetSmart Corporation April 2001 - July 2006
Interact Corporation (formerly SalesLogix and now Sage Software) February 1996 - December 2000
Skills
Management, Human Resources, Deferred Compensation, Employee Benefits, Recruiting, Budgets, Payroll, Business Analysis, Analysis, Mergers & Acquisitions, Banking, Retail, Sales, Customer Service, Vendor Management, Process Improvement, Leadership
Education
Arizona School of Real Estate 1980 — 1990
RE License, Real Estate
Rio Salado College 1976 — 1988
None, Various Business Administration Courses
Scottsdale Community College 1976 — 1988
Business Administration
Bank of America September 2010 - Present
Wells Fargo Bank 2009 - September 2010
Wachovia Corp April 2005 - September 2010
Republic Mortgage Insurance Company December 1996 - April 2005
RMIC 1996 - 2004
Aetna May 1987 - May 1995
Skills
Six Sigma, Continuous Improvement, Lean Manufacturing, Business Management, Process Improvement, PMP, Project Planning, Business Process, Team Building, Requirements Analysis, Vendor Management, CRM, Management, Program Management, Analysis, Business Analysis, Business Process..., Risk Management, Cross-functional Team..., Strategy, Leadership, Banking
Education
Shaw University 1996 — 1998
BS, Business Management
Wells Fargo February 2012 - Present
Wells Fargo Bank 2012 - Present
Wells Fargo August 1982 - Present
Skills
Banking, Treasury Management, Credit, Loans, Process Improvement, Commercial Lending, Commercial Banking, Risk Management
Education
Santa Fe Community College 1977 — 1979
Divine Destination Weddings and Honeymoons October 2012 - Present
D'Souza Consulting Inc. 2008 - October 2012
Colorful Canvases, Inc. 2005 - 2008
Charles Schwab 1997 - 2001
Fidelity Investments 1994 - 1997
Wells Fargo Bank 1993 - 1994
Essex Corporation 1993 - 1994
Franklin Templeton Investments 1989 - 1992
Skills
Marketing, Product Management, Strategy, Sales, Travel Planning, Leisure Travel, Honeymoons, Family Vacations, Family Travel, Destination Weddings, Vacation, Social Media Marketing, Public Relations
Education
Santa Clara University - Leavey School of Business 1987 — 1989
MBA, MBA
University of Southern California 1980 — 1984
BA, International Relations
Granite Solutions Groupe, Inc. January 2015 - Present
Kforce January 2013 - Present
Wells Fargo Bank May 1992 - January 2012
Fremont Reinsurance Company January 1989 - February 1992
Argonaut Insurance Company June 1980 - January 1989
Skills
Financial Risk, Internal Audit, Due Diligence, Risk Management, Portfolio Management, Credit, Auditing, Management, Financial Services, Accounting, Strategic Financial..., Insurance, Analysis, Anti Money Laundering, Risk Assessment, Finance, Asset Management
Education
Santa Clara University 1976 — 1979
Bachelors of Science in Commerce, Finance
City National Bank June 2015 - Present
Wells Fargo Bank June 2005 - May 2015
Bank of America September 1999 - July 2005
Skills
Credit Analysis, Loans, Portfolio Management, Wealth Management, Credit, Series 7, Commercial Banking, Banking, Commercial Lending, Investments, Mortgage Lending, Asset Allocation, Asset Managment, Risk Management, Financial Analysis, Credit Risk, Fixed Income, Underwriting, Investment Advisory, Alternative Investments
Education
Santa Clara University
Bachelor of Science and Commerce, Finance
Equator, An Altisource Business Unit August 2010 - Present
Wells Fargo Bank March 2010 - July 2010
The Bank of New York Mellon August 2005 - March 2010
Cognizant Technology Solutions March 2005 - March 2010
Skills
Web Services, Java, XML, SOA, Java Enterprise Edition, SDLC, Agile Methodologies, Spring, JMS, Requirements Analysis, Microsoft SQL Server, Enterprise Architecture, SQL, AJAX, Hibernate, IIS, Struts, Spring Framework
Education
Shanmugha Arts, Science, Technology and Research Academy 2000 — 2004
B.E, Information Technology
Sri Vidya Mandir, SSP, Salem
Wells Fargo Bank March 2011 - Present
Vectra Bank Colorado June 2008 - March 2011
Wachovia Bank January 2002 - May 2008
Skills
Merchant Services, Treasury Management, Commercial Lending, Commercial Banking, Treasury Services, Loans, Cash Management, Treasury, Credit Analysis, Banking, Small Business Lending, Credit, Cross Selling, Portfolio Management
Education
University of Pittsburgh
BS, Business
Seton Hall University
MBA, Marketng
Franklin Regional
Bankcard Services November 2012 - December 2013
Bankcard Services February 2012 - November 2012
Bankcard Services September 2011 - February 2012
Bright Academy December 2009 - August 2011
Wells Fargo Bank April 2007 - December 2008
Skills
Customer Service, Sales Operations, Microsoft Office, Sales
Education
University of California, Los Angeles 2013 — 2014
Bachelor of Arts (B.A.), Philosophy and Education Studies
Santa Monica College 2005 — 2007
A.A, Philosophy
Major Medical Supply November 2009 - August 2010
Neway Packaging Corp April 2008 - June 2009
B&S Supply Co., Inc October 1999 - April 2007
American Packaging Industries, Inc June 1998 - October 1999
Wells Fargo Bank January 1998 - May 1998
Education
Scottsdale Community College 1986 — 1991
AA, General Studies
Summit Mortgage Corporation October 2013 - Present
Real Estate Mortgage Network September 2012 - October 2013
Wells Fargo Bank January 2010 - August 2012
The Rob West Real Estate Team January 2005 - January 2010
Premier Mortgage Funding, Inc January 2004 - January 2005
TRS Wireless January 2002 - January 2004
Choice Cellular January 1999 - January 2002
Skills
Loans, Management, Investment Properties, Sales, Mortgage Lending, First Time Home Buyers, Sellers, Real Estate Transactions, Residential Homes, REO, Condos, Finance
Education
Boone High School 1994 — 1998
High School Diploma
Seminole State College (Oklahoma)
General Studies
South Davidson High School January 2013 - Present
Wells Fargo Bank May 2011 - January 2013
RBC Wealth Management January 2009 - May 2011
Wachovia Bank/Wachovia Securities September 2005 - January 2009
Enterprise Rent-A-Car October 2001 - September 2005
Mary Persons High School July 2000 - August 2001
Skills
Credit Analysis, Credit, Small Business Lending, Consumer Lending, Series 7, Series 63, Commercial Lending, Loans, Retail Banking, Investments, Commercial Banking, Banking, Portfolio Management, Management, Relationship Management, Wealth Management, Mortgage Lending
Education
Sewanee-The University of the South 1996 — 2000
Bachelor of Arts (B.A.), History
Tattnall Square Academy
Wells Fargo Bank June 2013 - Present
Capital One Service Inc (previously HSBC Card Service) November 2011 - May 2013
HSBC Card and Retail Services July 2007 - November 2011
UCLA Center for Community Health July 2006 - June 2007
Nanyang Information & Control Engineering Co. LTD, Shanghai, China 2000 - 2001
Skills
SAS, Data Mining, SQL, Statistical Modeling, Financial/Investment..., Marketing Analytics, Credit Risk, Business Intelligence..., Enterprise Data..., Process Optimization, Operation Research, Analysis, Analytics, Business Analytics, Business Intelligence, Credit Cards, Data Analysis, Data Warehousing, Databases, Program Management, Strategy, Segmentation, Risk Management, R, Unix, Visio
Education
University of California, Los Angeles
M.S., Biostatistics
The University of Connecticut
M.S., Computer Engineering
Shanghai Jiao Tong University
B.S., System and Control Engineering
University of Phoenix September 2010 - Present
RT O'Sullivans January 2012 - Present
Wells Fargo Bank March 2008 - September 2010
JPMorgan Chase September 2006 - September 2007
JPMorgan Chase November 2000 - September 2006
Skills
Public Speaking, Event Planning, Customer Service, PowerPoint, Microsoft Office, Social Networking, Microsoft Excel, Outlook, Coaching, Microsoft Word, Event Management, Team Building, Social Media, Data Entry
Education
University of Phoenix 2012 — 2013
Bachelors of Science in Human Services, Human Services
Scottsdale Community College 2003 — 2005
Associate of Arts (A.A.), General Studies
Asset Realty Group January 2007 - Present
Boeing Commercial Airplanes June 2005 - Present
Wells Fargo Bank January 2003 - May 2005
KMS Financial Services, Inc. January 2001 - January 2003
Skills
Financial Analysis
Education
Seattle University 2007 — 2009
MBA, Business Adminstration
University of Washington 2001 — 2005
Business Adminstration, Finance and Marketing
Summerfield Waldorf School and Farm July 2010 - Present
Nelson Family of Companies - 3-month contract with Google March 2010 - June 2010
Accountants International June 2008 - January 2010
Nelson Staffing Solutions January 1998 - July 1999
Wells Fargo Bank June 1993 - January 1998
Skills
Recruiting, Temporary Placement, Human Resources, Research, Finance, Accounting, Networking, Microsoft Office, Advertising, Editing, Banking, Database Administration, Marketing, Public Speaking, Fundraising, Management, Interviews, Customer Service, Event Planning
Education
Sonoma State University 1991 — 1994
Bachelor of Science Degree, Business Administration (Accounting)
Santa Rosa Junior College
Associate of Arts
Cornish and Carey Commercial NKF May 2012 - Present
Newmark Cornish & Carey April 2012 - Present
Grubb and Ellis Company January 1995 - 2012
West Valley College September 1983 - June 2003
Cunningham Associates November 1979 - 1995
Wells Fargo Bank February 1977 - November 1979
Skills
Real Estate, Property Management, Real Estate Transactions, Real Estate Development, Real Estate Economics, Sales, Contract Negotiation, Investment Properties, Dispositions
Education
Santa Clara University - Leavey School of Business 1976 — 1977
MBA, Agricultural Finance
University of the Pacific 1974 — 1976
BS, Marketing
Wells Fargo Bank July 1979 - Present
Skills
Credit, Loans, Mortgage Lending, Commercial Lending, Banking, Portfolio Management, Commercial Banking, Real Estate, Investments, Real Estate Economics, Financial Analysis, Valuation, Investment Properties, Credit Analysis, Finance, Due Diligence, Financial Modeling, FHA, Mortgage Banking, Loan Origination, Refinance
Education
Seton Hall University
BS, Business
University of San Francisco
MBA, Business
Brookline College January 2012 - Present
LA College International October 2008 - January 2012
EDMC South University May 2008 - October 2008
Wells Fargo Bank February 2007 - May 2008
Wells Fargo Bank February 2006 - February 2007
Bank of America May 2003 - February 2006
Skills
Marketing, Customer Service, Sales, Admissions, Higher Education, Adult Education, Student Affairs, Enrollment Management, Student Financial Aid, Staff Development, Sales Management, E-Learning, Conflict Resolution, Public Speaking, Student Recruiting, Team Building
Education
University of the Potomac 2012 — 2013
MBA, Business, Management, Marketing, and Related Support Services, 3.91GPA
LA College International (2009-2011) 2009 — 2011
BS, Business Management
Scottsdale Community College 2004 — 2007
AS, Business Management
HP & Autonomy October 2011 - Present
Google September 2010 - September 2011
Wells Fargo Bank September 2007 - September 2010
Education
Santa Clara University 2007 — 2010
Operations Management Information Systems, Computer Science
C2 Capital Group, Inc. December 2002 - Present
Wells Fargo Bank July 1996 - August 1999
HR Macklin & Sons April 1993 - June 1996
Cushman & Wakefield/Norris, Beggs and Simpson October 1981 - December 1992
Doane Western April 1979 - April 1982
Bank of America February 1978 - March 1979
Skills
Banking, Portfolio Management, Credit, Finance, Commercial Lending, Loans, CRM, Credit Analysis, Business Development, Real Estate, Financial Risk, Underwriting, Strategic Planning
Education
Santa Clara University - Leavey School of Business 1976 — 1977
MBA, Business
University of the Pacific 1972 — 1976
Bachelor of Arts, Science
Union Bank January 2013 - Present
Wells Fargo Bank October 2010 - January 2013
Skills
Portfolio Management, CRM, Credit, Retail Banking, Finance, Management, Analysis, Sales, Cross Selling, Loans, Banking, Mortgage Lending
Education
Santa Clara University - Leavey School of Business 2009 — 2011
Banking, Corporate, Finance, and Securities Law
Milpitas High School
Bank of the West December 2012 - Present
Wells Fargo February 2012 - December 2012
Wells Fargo February 2011 - February 2012
Wells Fargo Bank October 2009 - February 2011
Morgan Stanley March 2007 - May 2007
Skills
Banking, CRM, Credit, Customer Service, Equities, Finance, Financial Analysis, Financial Services, Loans, Management, Microsoft Excel, Portfolio Management, Process Improvement, Training, Customer Satisfaction, Leadership, Sales
Education
Santa Clara University - Leavey School of Business 2009 — 2011
M.B.A., Concentration in Finance and Leading People and Organizations
University of California, Davis 2004 — 2008
B.S., Managerial Economics Minor in Communication
Wells Fargo Bank August 1992 - Present
Wells Fargo 1986 - Present
The Arizona Bank 1976 - November 1985
Education
Scottsdale Community College 1976 — 1977
Gerard Catholic High School 1972 — 1976
Wells Fargo Bank August 2011 - Present
Effingham Board of Education August 2008 - September 2011
Best Buy August 2007 - August 2008
Skills
Computer Graphics, Microsoft Office, Fine Art
Education
Savannah College of Art and Design 2005 — 2010
MFA, Fine Art
Savannah College of Art and Design 2001 — 2005
BFA, Computer Art
Wells Fargo Bank 2007 - Present
Education
Seton Hall University
Wells Fargo Bank December 2006 - Present
Wells Fargo December 2006 - Present
Santa Clara University 2005 - 2006
Villa Montalvo 2004 - 2005
Skills
ALM, Quality Center, Actimize, User Acceptance Testing, Testing, TSO, Regression Testing, Quality Assurance, Unix, Test Planning, Databases, Test Cases, Analysis, Microsoft Office, SQL, SharePoint, Test Automation, Web Applications
Education
Santa Clara University - Leavey School of Business 2004 — 2006
MBA
University of Kansas 1999 — 2003
BS, Computer Science
Schwab Charitable July 2015 - Present
Charles Schwab February 2013 - Present
Wells Fargo Bank April 2010 - February 2013
TEFL 2011 - 2011
Orlando Convention Aid 2010 - 2011
Skills
Mac OS, Access, Leadership Development, Coaching, Troubleshooting, HTML, Social Networking, Database Administration, Outlook, XP, Sales, Networking, Event Management, Online Research, Facebook, Mac, Windows 7, Customer Service, Customer Satisfaction, Employee Training, Marketing, Event Planning, Microsoft Word
Education
TEFL International 2011 — 2011
TESOL Certification, Teaching English as a Second or Foreign Language/ESL Language Instructor
University of Central Florida 2007 — 2009
Bachelor of Science, Hospitality Management
Seminole State College 2005 — 2007
Associate of Arts (A.A.), General Studies
Wells Fargo Bank February 2007 - Present
Education
Seminole Community College
Legal Assistant
Wells Fargo Bank May 2010 - Present
Aasent Mortgage January 2009 - January 2010
Atlanta Discount Home Loan September 2006 - March 2008
Countrywide Home Mortgage February 2003 - July 2006
Skills
Mortgage Lending, FHA, VA, Conventional, Non-Conforming, Refinance, Loan Origination
Education
Grady High School
Savannah State University
Wells Fargo Bank
Skills
Mortgage Lending, Loans, Leadership, Credit, Commercial Lending, Retail Banking, Credit Analysis, Customer Service, Sales, Banking, Risk Management, Small Business Lending, Consumer Lending, Relationship Management
Education
Saurashtra University 1991 — 1993
Master's Degree, Law
Wells Fargo Bank June 2010 - Present
Bank of America May 2005 - June 2010
Nutech National February 1997 - May 2005
Skills
Sales Management, Marketing Management, Financial Management
Education
American Institute of Banking 1974 — 1976
Banking general
Seminole Community College
AS, Business Administration/management
Wells Fargo Bank April 2003 - Present
Wolfpack Merchandising November 1998 - April 2003
Safeway May 1983 - November 1998
Education
University of California, Irvine 1986 — 1989
Bachelor of Arts (BA), Social Ecology
Santa Rosa Junior College 1984 — 1986
West Coast Business Banking Group, Wells Fargo Bank August 2014 - Present
West Coast Business Banking Group, Wells Fargo Bank April 2013 - August 2014
Wells Fargo Bank October 2012 - April 2013
Wells Fargo Bank September 2011 - October 2012
Skills
Finance, Customer Service, Banking, Sales, Commercial Lending, Foreign Exchange, Lines Of Credit, Credit Analysis, Treasury Management, Consumer Lending, Time Management, Financial Analysis, Risk Management, Project Management, Credit, Operational Support, Cash Management, CRM, Leadership
Education
Santa Clara University - Leavey School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance
University of California, Merced 2007 — 2011
Bachelor of Science (B.S.), Business Management, Minor in Sociology
Oceana High School 2003 — 2007
High School Diploma
Loan Documentation, Documentation Negotiation, Portfolio Management 2012 - Present
Wells Fargo Bank 2006 - 2012
Citizens Bank April 2005 - May 2006
Citizens Bank April 2003 - April 2005
Fleet Bank October 1990 - May 2003
Skills
Document Review, Commercial Real Estate, Documentation..., Computer Proficiency, Customer Support, lease review, Portfolio Management, Construction Loans, construction fundings, Construction, Negotiation, Mortgage Lending, Commercial Lending, Real Estate Transactions, Syndications, Real Estate Equity..., Interest Rate Swaps
Education
Schenectady County Community College
Paralegal Studies