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
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Wells Fargo Bank Employees
Macys 2013 - 2013
Wells Fargo Bank 2001 - 2012
FRI Corporation 1997 - 2000
ResourceNet 1991 - 1996
Laventhol & Horwath, CPAs 1987 - 1990
Skills
Linux, Disaster Recovery, Operating Systems, Cloud Computing, VMware, Software Development, Oracle, Databases, Solaris, SOA, MySQL, Security, Microsoft SQL Server, Technical Leadership, High Availability, IT Management, Risk Management, Management, Partnering, System Administration, Integration, Collaboration, Vendor Management, Windows
Education
University of California, Berkeley
Doctor of Philosophy (Ph.D.), Policy Planning
FinancialForce.com May 2014 - Present
NextAdvisor, Inc. October 2011 - May 2014
Freelance September 2008 - January 2013
HolisticMD 2011 - 2011
CBS Interactive June 2010 - August 2010
Wells Fargo Bank December 2007 - May 2010
Skills
Social Networking, PowerPoint, Blogging, Google Adwords, Social Media Marketing, Salesforce.com, Advertising, Analytics, Adobe Creative Suite, Copywriting, Editing, Mobile Applications, Public Relations, Marketing Communications, Microsoft Word, Journalism, Project Management, Marketing, Web Design, Product Management, Public Speaking, Photography, Press Releases, Media Relations, New Media, Awesomeness, General Awesomeness
Education
University of California, Berkeley 2007 — 2011
Bachelor of Arts (B.A.), Communication and Media Studies
Carlmont High
Equinox June 2010 - Present
Caley Alyssa February 2010 - Present
The Art of Yoga Project November 2009 - July 2011
Wells Fargo Bank August 2006 - February 2011
hOM Yoga July 2008 - June 2009
Skills
Wellness, Fitness, Yoga, Social Media, Nutrition, Holistic Health, Teaching, Online Advertising, Public Speaking, Marketing Strategy
Education
Dharma Mittra Yoga 2011 — 2012
500 Hr Certification, Advanced Yoga Training
Institue of Integrative Nutrition 2009 — 2010
Holistic Health Counselor, Nutrition/Holistic Wellenss
University of California, Berkeley 2009 — 2010
CFP, Certified Financial Planning candidate
Yoga Tree 2007 — 2008
200hr Yoga Alliance Certification, Vinyasa Yoga
University of Oregon 2002 — 2006
Bachelor of Science, General Science major, emphasis on Anatomy & Physiology, Dual BA minors in Business & Chemistry
Bellco Credit Union June 2015 - Present
Wells Fargo Bank June 2009 - May 2015
Toastmasters International August 2013 - March 2015
IMPACTjax December 2010 - December 2011
Wachovia May 2008 - August 2008
Education
University of Denver 2015 — 2016
Master of Business Administration (MBA)
University of California, Berkeley 2013 — 2013
Intermediate Accounting I and II
University of Florida - Warrington College Of Business 2005 — 2009
BSBA
Reno Contracting, Inc. April 2012 - Present
DPR Construction, Inc. March 2011 - April 2012
Make-A-Wish Foundation of San Diego January 2010 - March 2011
Ellis Architects July 2006 - October 2009
Lionakis February 2005 - June 2008
Wells Fargo Bank August 1999 - June 2006
Skills
BIM, Microstation, AutoCAD, Revit, Photoshop, Adobe Creative Suite, Adobe Acrobat, SketchUp, InDesign, Microsoft Office, Administration, Banking, Value Engineering, Construction, Inspection, Submittals, Construction Management, MicroStation, LEED, Pre-construction, LEED AP, Project Estimation
Education
University of California, Berkeley 2002 — 2004
BA, Architecture
Cosumnes River College 1999 — 2002
Architecture
Lincoln Investment 2012 - Present
WRA & Associates May 2004 - Present
BenefIT Technologies 1998 - 2001
Skopbank September 1989 - June 1996
Banque Indosuez 1980 - 1989
Wells Fargo Bank 1969 - 1974
Skills
Retirement Planning, Investments, Investment Advisory, Wealth Management, Securities, Mutual Funds, Asset Allocation, Financial Services, Financial Planning, Banking, Portfolio Management, Asset Management, Series 7, Financial Analysis, Credit, Management, Risk Management
Education
University of California, Los Angeles 1966 — 1967
MBA, finance
University of California, Berkeley 1962 — 1966
BS, business administration
Coinbase March 2015 - Present
Square February 2014 - March 2015
Wells Fargo October 2012 - February 2014
Wells Fargo Bank October 2011 - October 2012
Wells Fargo August 2008 - September 2011
Wells Fargo July 2006 - July 2008
Skills
Management, Analysis, Online Fraud, Training, Process Improvement, Procedure Creation, Fraud Detection, Call Center, Customer Experience, Private Banking, Business Process, Banking, Risk Management, Bank Secrecy Act, OFAC, AML, Retail Banking, Financial Services, KYC, Anti Money Laundering, Fraud, Microsoft Office, Leadership, Microsoft Excel, Data Analysis, Credit Cards, Financial Risk, Credit, Sales, Internal Audit, Due Diligence
Education
UC Berkeley 2001 — 2003
Bachelor's degree, History
University of California, Berkeley 2001 — 2003
Bachelor of Arts (B.A.), History
Theranos Inc. April 2015 - Present
Visa November 2014 - March 2015
Asian American Donor Program (AADP) July 2014 - November 2014
LinkedIn October 2012 - April 2014
Deloitte Consulting June 2010 - October 2012
UC Berkeley Vice Chancellor's Office March 2008 - May 2010
Deloitte Consulting June 2009 - August 2009
Deloitte Consulting June 2008 - August 2008
Wells Fargo Bank June 2007 - August 2007
Apple Computer June 2006 - August 2007
Skills
Social Media, Project Management, PowerPoint, Recruiting, Competitive Analysis, Event Planning, Presentation Design, Microsoft Office, Consulting, Microsoft Excel, SharePoint, Research, French, Data Analysis, Mandarin, Visio, Salesforce.com, Content Design, Business Strategy, Management Consulting, Sales, CRM, Excel, College Recruiting, Benchmarking, Economics, Dance, Databases, Blogging, Leadership, Infographs, Content Development, Client Development, Client Facing Skills, Content Management, Content Strategy, Training, Creative Concept Design, Visual Design, Visual Storytelling, Cross-functional Team..., Analytics, Business Analysis, Taleo, University Recruitment, Applicant Tracking..., Technical Recruiting
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2010
B.S
Université Michel de Montaigne; Bordeaux, France 2009 — 2009
Pivotal Labs June 2015 - Present
JustAnswer October 2013 - June 2015
Intuit August 2012 - October 2013
Intuit February 2011 - October 2013
Intuit March 2010 - August 2012
Intuit UK March 2011 - April 2011
Wells Fargo Bank April 2003 - March 2010
American Management Systems May 1995 - June 2000
Skills
Product Marketing, Product Management, Design Thinking, Blogging, Social Media, Social Media Marketing, Facilitation, Video Production, Online Marketing, Marketing Strategy, Digital Marketing, Content Strategy, Content Marketing, Mobile Content, International, Lean Startup, Experimentation, Fun, Online Advertising, Innovation Consulting, Analytics, Marketing, Strategy, Social Networking, Start-ups, Mobile Applications, Email Marketing, Facebook, Strategic Partnerships, Mobile Marketing, Program Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2000 — 2002
MBA
University of California, Los Angeles 1990 — 1994
BA
University of Vienna 1992 — 1993
n/a
Epiphany Realty August 2004 - Present
Axia Home Loans June 2014 - June 2015
Banc of California June 2013 - June 2014
Sunset Coast Capital, Inc 2004 - 2009
Amerihome Mortgage and Realty 1996 - 2004
Wells Fargo Bank January 1993 - January 1996
Citizens Thrift and Loan January 1991 - January 1993
Merrill Lynch January 1990 - January 1991
Skills
Investment Properties, Real Estate, Loans, Investors, Investments, Residential Homes, Referrals, Mortgage Banking, REO, Commercial Real Estate, Refinance, Loan Origination, Sales, First Time Home Buyers, Finance, Short Sales, Foreclosures, Real Estate Financing, FHA, Mortgage Lending, Reverse Mortgages, Condos, Residential Mortgages, Real Estate Transactions, FHA financing, Buyers, Relocation, Sellers, Commercial Mortgages, Real Property, Funding, Commercial Lending, VA loans, HUD, Portfolio Management, USDA, Single Family Homes, Move Up Buyers, New Home Sales, Small Business, Credit, Government Loans, Listings, Underwriting, Mortgage Underwriting, Buyer Representation, Management, Real Estate Economics, Strategic Planning, Negotiation
Education
UC Berkeley 1986 — 1990
BA, Urban Economics and Regional Planning
Salute Colorado January 2014 - Present
Independent Consultant September 2010 - Present
ZipRealty June 2002 - August 2010
ZipRealty January 2001 - May 2002
Wells Fargo Bank May 2000 - August 2000
The Gap May 2000 - May 2000
The RREEF Funds December 1995 - August 1998
Skills
Customer Insight, Strategy, Project Management, Project Planning, Analysis, Segmentation, Feedback, Competitive Analysis, Market Research, Strategic Partnerships, Marketing Strategy, Market Analysis, Business Development, Marketing, Management, Start-ups, Sales, Consulting, Strategic Planning
Education
University of California, Berkeley
B.A., Political Science/Economics, French Minor
University of California, Berkeley - Walter A. Haas School of Business
MBA, Marketing
Los Alamos National Laboratory Foundation May 2009 - 2013
Fiscal Management Associates, LLC May 2005 - June 2008
SEEDCO, Structured Employment Economic Development Corporation 2001 - 2003
International Relief and Development Organizations 1996 - 2001
Swiss Bank Corp (now United Bank of Switzerland 1989 - 1991
Wells Fargo Bank 1988 - 1989
Education
University of California, Berkeley, Haas School of Business 1986 — 1988
MBA, Finance, Real Estate
Pacific School of Religion, Graduate Theological Union 1973 — 1976
MDIV, Theology
University of California, Irvine 1968 — 1972
BS, Social Science
Transamerica 2015 - Present
Samsung Card 2011 - 2014
Samsung Card 2003 - 2011
Wells Fargo Bank 2002 - 2003
NextCard Bank 1999 - 2002
FICO 1997 - 2000
Skills
Financial Services, Analytics, Credit Cards, Risk Management, Predictive Modeling, Portfolio Management, Financial Risk, Credit, Predictive Analytics, Banking, Credit Risk, Loans, Credit Scoring, Analysis, Segmentation, Leadership, Underwriting, Finance, Product Management, Management, Optimization, Business Analytics
Education
University of California, Berkeley 1992 — 1997
BS, Industrial Engineering and Operations Research
CALIFORNIA STRATEGIC SOLUTIONS, INC March 2004 - Present
State of California April 2003 - March 2004
State of California October 2001 - April 2003
MERCED COUNTY ECONOMIC December 1999 - October 2001
ECONOMIC DEVELOPMENT CORPORATION March 1999 - September 1999
ECONOMIC DEVELOPMENT CORPORATION September 1997 - March 1999
Wells Fargo Bank September 1996 - September 1997
Skills
Economic Development, Community Outreach, Legislative Relations, Public Policy, Political Campaigns, Community Development, Coalitions, Policy, Public & Private Sectors, Critical Infrastructure..., Grants, Program Management, Fundraising, Legislation, Food Security, Public Transport..., Strategy, Grassroots Organizing, Strategic Communications, Public Affairs, Nonprofits, Political Consulting, Public Administration
Education
University of California, Berkeley 1989 — 1994
Bachelor of Science, Sociology
East West Bank September 2006 - Present
United Commercial Bank April 2004 - August 2006
Silicon Valley Bank March 1999 - March 2004
The Sumitomo Bank Limited October 1997 - March 1999
Wells Fargo Bank August 1996 - October 1997
Skills
Banking, Due Diligence, Venture Capital, ABL, Portfolio Management, Business Development, Relationship Management, Strategy, Start-ups, Credit, Financial Services, Loans, Commercial Banking, Investments, Management, Corporate Finance, Credit Analysis, Finance, Executive Management, Competitive Analysis, Private Equity
Education
University of Washington 2010 — 2012
Pacific Coast Banking School - Graduate Degree, Commercial Banking, Honor for the Management Paper (Library)
UC Berkeley (Haas School of Business) 1994 — 1996
BA, Finance and Accounting
University of California, Berkeley 1994 — 1996
BS, Business Admin. - Finance & Accounting
Deloitte August 2013 - Present
Concentrix April 2012 - June 2013
Wells Fargo Bank August 2008 - April 2012
Wells Fargo Bank August 2002 - August 2008
Montclare Technologies June 2000 - July 2002
Deloitte Consulting June 1998 - June 2000
Accenture February 1988 - February 1998
Skills
SDLC, Business Requirements, Business Analysis, Integration, Program Management, Production Support, Requirements Gathering, Clarity, Business Process, CRM, SaaS
Education
UC Berkeley 1983 — 1988
BA, Economics
Self-Employed 1999 - Present
Deep Dive Media November 2011 - July 2012
Parenting Orange County magazine 2008 - 2009
Financial Publishing Services 2002 - 2008
Wells Fargo Bank 1999 - 2001
Mondex USA Services 1997 - 1999
Wells Fargo Bank 1994 - 1997
Countrywide Home Loans 1992 - 1994
Skills
News Writing, Technical Writing, Proofreading, Editing, Copywriting, Online Journalism, Journalism, Newsletters, Magazines, Press Releases
Education
University of California, Riverside 2009 — 2011
UCR Extension Certificate Program, Technical Writing
University of California, Berkeley 1987 — 1991
B.S., History
Rising Glen Capital, LLC January 2007 - Present
Fish Market Restaurants 1996 - Present
Duckett-Wilson Development Co. July 1987 - Present
Duckett-Wilson Development Co. May 1987 - December 2006
J. D. Alexander & Associates August 1983 - April 1987
ENI Corporation January 1982 - July 1983
Citi September 1979 - December 1981
Wells Fargo Bank July 1977 - September 1979
Skills
Real Estate Development, Real Estate Economics, Real Estate, Real Estate Transactions, Investment Properties, Dispositions, Leases, Management, Brokerage, Due Diligence
Education
University of California, Berkeley, Haas School of Business 1975 — 1977
MBA, International Business and Finance
University of California, Berkeley 1971 — 1975
B.S., Accounting and Marketing
Silicon Valley Bank December 2011 - Present
Wells Fargo Bank May 2010 - March 2011
Wells Fargo January 2010 - May 2010
UC Berkeley January 2006 - October 2007
GE Nuclear Energy May 2005 - August 2007
Skills
Customer Relations, Excel, Word, Customer Service, Microsoft Office, Microsoft Word, Management, PowerPoint, Project Management, CRM, Microsoft Excel, Sales, Outlook, Research, Forecasting, Program Management, Accounting, Data Analysis
Education
University of California, Berkeley 2005 — 2009
Bachelor of Arts, Integrative Biology
OneWest Bank November 2011 - May 2013
OneWest Bank 2011 - 2012
Wells Fargo Bank August 2006 - October 2011
First Republic Bank 2001 - 2006
Union Bank 1998 - 2001
Skills
Credit, Banking, Commercial Banking, Commercial Lending, Commercial Real Estate, Consumer Lending, Credit Analysis, Credit Risk, Cross Selling, Lines Of Credit, Loans, Mortgage Banking, Portfolio Management, Private Banking, Relationship Management, Retail Banking, Risk Management, Training, Underwriting
Education
University of California, Berkeley 1992 — 1996
First Mortgage Corporation January 2012 - September 2013
4506-Transcripts.com October 2011 - May 2012
Heavenly Valley Ski Resort November 2010 - April 2012
University of Nevada Reno August 2010 - December 2011
Wells Fargo Bank May 2008 - August 2009
Chevy Chase Bank October 2002 - January 2008
Interfirst Mortgage (ABNAMRO) October 2000 - October 2002
GE Capital August 1998 - September 2000
Various Mortgage Companies January 1989 - July 1998
Zoetrope Studios May 1984 - May 1987
Skills
Mortgage Lending, Banking, FHA, Mortgage Banking, Loans, Credit, Loan Origination, Mortgage Underwriting, Investment Properties, Real Estate Economics, Sales, Consumer Lending, Underwriting, FHA financing, Residential Mortgages, Refinance, Real Estate, Business Development, Risk Management, Credit Risk, Financial Services, Loan Servicing, Credit Analysis, Business Planning, Executive Management, Real Estate Financing, Funding, Commercial Lending
Education
University of California, Berkeley 1983 — 1985
BA, English
Wells Fargo March 2013 - Present
Professional Salutations dba Marketplace Magazines September 2012 - December 2013
First Republic Bank July 2012 - August 2012
Wells Fargo Bank March 2011 - December 2011
Bank of the West August 2005 - December 2010
Bank of America January 2003 - April 2005
Bank of America July 1997 - December 2002
Bank of America July 1987 - July 1997
Bank of America July 1976 - July 1987
Skills
Managerial Experience, Communications, Risk Management, Process Development, Process Improvement, Training & Development, Operations Management, Operations, Crisis Management, Crisis Communications, Performance Management, Customer Service, Customer Satisfaction, Merger Communications, Acquisition Integration, Compliance, Project Implementation, Project Delivery, Contingency Planning, Loss Prevention, Loss Analysis, Loss Mitigation, Risk Assessment, Cross-functional Team..., Executive Communications, Publicity, Administrative Support, Mergers, Gap Analysis, Management, Banking, Operational Risk..., Operational Risk, Vendor Management, Financial Risk, Retail Banking, Business Process..., Project Management, Change Management, Team Building, Coaching, Business Analysis, Team Leadership, Cash Management, Visio, Leadership, Consultants, Accounting, Analysis, Financial Services
Education
University of California, Berkeley 1974 — 1976
Journalism
Richmond High School Class of 1974 1970 — 1974
Contra Costa Community College
North Coast Asset Management, Inc. April 1999 - Present
James Bucheister April 1989 - Present
Wells Fargo Bank January 1982 - January 1990
Skills
Training, Finance, Entrepreneurship, Financial Planning, Internal Audit, Team Building, Web Design, Budgets, Business Strategy, Management, Risk Management, Strategic Financial..., Nonprofits, Business Analysis, Personal Development, Public Speaking, Leadership Development, Management Consulting, Financial Analysis
Education
University of California, Los Angeles 1968 — 1969
MS, Management Science
University of California, Berkeley 1964 — 1968
BS, Engineering & Computer Science
HB Group January 2007 - Present
Taproot Foundation February 2010 - Present
Keller Williams 2013 - Present
SunAmerica September 2005 - October 2009
Paradigm Investment Group November 2003 - July 2005
Levi Strauss & Company January 2000 - January 2002
Atherton Capital January 1998 - January 2000
Wells Fargo Bank January 1996 - January 1997
Skills
Finance, Real Estate, Strategy, Budgets, Forecasting, Due Diligence, Marketing, Market Research, Investments, Negotiation, Asset Managment, Leadership, Portfolio Management, Real Estate Transactions, Investment Properties, Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Management, First Time Home Buyers, Sales, Asset Management
Education
ENPC School of International Management 2002 — 2003
Masters, Business Administration
University of California, Berkeley 1993 — 1996
BS, Environmental Science
Ernst & Young October 2014 - Present
Saint Mary's College of California June 2014 - Present
McKesson December 2011 - June 2014
Paradigm Management Services 2008 - 2011
Blue Shield of California 2007 - 2008
Wells Fargo Bank 2003 - 2006
Accenture (formerly Andersen Consulting) 1995 - 2003
McCann Erickson (formerly Phillips Ramsey) 1989 - 1992
KGO-TV 1987 - 1988
Skills
Strategy, Marketing Strategy, Strategic Planning, Strategic Partnerships, Marketing Communications, Business Development, Business Strategy, Analytics, Strategic Communications, New Business Development, Consulting, Management Consulting, Marketing Management, Product Marketing, Program Management, Product Development, Sales, Cross-functional Team...
Education
Yale University - Yale School of Management 1992 — 1994
MBA, Strategy
University of California, Berkeley 1984 — 1988
BA, English & Mass Communications
SKBHC Holdings, LLC June 2010 - Present
FSI Group November 2009 - June 2010
First Bank and Trust October 2008 - June 2009
Mutual of Omaha Bank (formerly First National Bank of Arizona) March 2004 - October 2008
Wells Fargo Bank June 1997 - April 2002
Skills
Banking, Commercial Banking, Valuation, Accounting, Financial Analysis, Financial Modeling, Mergers, Treasury Management, Portfolio Management, Mergers & Acquisitions, Loans, Finance, Due Diligence, Investments, Executive Management, Risk Management
Education
University of California, Berkeley, Haas School of Business
Master of Business Administration, Finance & Accounting
University of California, San Diego
BA, Quantitative Economics and Decision Science
Auction.com February 2015 - Present
Auction.com May 2013 - January 2015
eBay July 2011 - May 2013
eBay June 2008 - 2011
eBay 2006 - June 2008
Apple June 2005 - August 2005
American Express 2002 - 2004
Electron Economy 2000 - 2001
Wells Fargo Bank 1999 - 2000
Skills
Business Analysis, Management, User Experience, Product Management, E-commerce, Go-to-market Strategy, Cross-functional Team..., SaaS, Strategic Partnerships, Digital Marketing, Analytics, Advertising, Product Marketing, Agile Methodologies, Web Analytics, Mobile Devices, Big Data, Start-ups, Monetization, Strategy, Competitive Analysis, Mobile Applications, Hadoop, Leadership
Education
University of California, Berkeley - Walter A. Haas School of Business 2004 — 2006
MBA, Marketing, Technology
University of California, Berkeley 1994 — 1998
B.A., Political Economy of Industrial Societies
Shorenstein Realty Services February 2015 - Present
Charles Schwab August 2013 - December 2014
Visa January 2011 - August 2013
Wells Fargo Bank 2009 - May 2011
Charles Schwab 2009 - 2009
Charles Schwab 2007 - 2009
Visa 2005 - 2007
AT&T 2003 - 2005
Bridge View Funding 2002 - 2003
AT&T 2000 - 2001
Skills
Cross-functional Team..., Strategy, Integration, Process Improvement, Management, Project Management, Leadership, Agile Methodologies, Training, MS Project, Integrated Marketing, Banking, Product Development, Human Resources, Quality Assurance, Sales, ERP, Finance, Sales Management, Business Requirements, Financial Services, Vendor Management, Program Management, Product Management, Business Analysis, SharePoint, Marketing Strategy, Credit Cards
Education
University of California, Berkeley - Walter A. Haas School of Business
B.S., Business
Wells Fargo Bank 1988 - 2001
Education
University of California, Berkeley
BA, Psycholoby
Enphase Energy December 2012 - Present
Enphase Energy August 2011 - December 2012
Wells Fargo Bank March 2011 - July 2011
Calix, Inc. November 2008 - December 2010
Avaya July 2007 - November 2008
Alcatel-Lucent 1999 - July 2007
Motorola 2003 - 2004
Lucent Technologies 1998 - 1999
Wells Fargo Bank 1978 - 1998
Skills
Electrical Safety, Certified Scrum Master..., Project Management, Account Management, Telecommunications, Cross-functional Team..., Product Management, Integration, Product Development, Program Management, Testing, SDLC, Team Leadership, Project Planning, Quality Assurance, Management, Vendor Management, Change Management, Product Lifecycle..., Agile Project Management, PMP, Requirements Analysis, Leadership, Process Improvement, Strategy, Risk Management, Software Project..., Agile Methodologies, Software Development, Networking, Data Center, Cloud Computing, System Architecture, SaaS, Enterprise Software, Wireless, Mobile Devices, Scrum, Embedded Systems, Engineering Management, Software Engineering, Embedded Software
Education
University of California, Los Angeles 1978 — 1980
UCSF
University of California, Berkeley, Haas School of Business
Abbott Diabetes Care March 2009 - Present
Abbott Diabetes Care November 2007 - March 2010
Wells Fargo Bank February 2006 - November 2007
Zipatoni October 2005 - February 2006
Zipatoni (now RIVET Global) 2005 - 2006
Carol H. Williams Advertising 2002 - 2005
Carol H Williams Advertising 2000 - 2002
Skills
Integrated Marketing, Relationship Marketing, Interactive Marketing, Digital Marketing, Advertising, Brand Management, Marketing Strategy, Marketing Communications, Direct Marketing, Customer Insight, Brand Architecture, Online Advertising, Marketing Management, Competitive Analysis, Market Analysis, Cross-functional Team..., Account Management, Product Marketing, Marketing, Digital Strategy, Market Planning, Segmentation, Global Marketing, Marketing Research, Product Launch, Strategy
Education
University of San Francisco 1995 — 1997
Masters of Arts, Sports & Fitness Management
University of California, Berkeley 1989 — 1994
Bachelor of Arts (B.A.), Simultaneous degrees- Biology & Art
Bio-Rad Laboratories October 2010 - Present
JPMorgan Chase September 2008 - March 2009
Washington Mutual 2006 - 2008
Providian Financial 1997 - 2006
Visa 1996 - 1997
Wells Fargo Bank 1991 - 1996
American President Lines 1981 - 1991
Skills
SAS70, PCI DSS, Sarbanes-Oxley Act, Program Management, ITIL, Information Security, Vulnerability Assessment, IT Strategy, Risk Management, Vendor Management, Enterprise Architecture, SDLC, Business Continuity, Disaster Recovery, Penetration Testing, PMP, Computer Security, Payment Industry, IT Operations, Network Security, CISSP, Data Center, GLBA, Security, IT Management, Leadership, Project Portfolio..., Problem Solving, Financial Risk, Outsourcing, Virtualization, Visio, COBIT, Management, Information Security..., VMware, Governance, Privacy Law, Risk Assessment, Network Architecture, PMO, Application Security, Incident Management, Integration, VPN, ISO 27001, Active Directory, Information Technology, IT Service Management, Process Improvement
Education
UC Berkeley 1974 — 1978
RingCentral 2015 - Present
Reliance Communications / SchoolMessenger 2012 - 2015
Areva Solar (formerly Ausra) 2008 - November 2012
Salesforce.com 2005 - 2007
Wells Fargo Bank 2001 - 2003
eDentalStore 1999 - 2000
Arthur D. Little 1997 - 1999
Skills
Due Diligence, Financial Analysis, Business Planning, Market Analysis, Portfolio Management, Market Research, Financial Modeling, Forecasting, Valuation, Strategic Financial..., Strategic Planning, Corporate Finance, Financial Reporting, Business Strategy, Management Consulting, Process Improvement, Strategy, Finance, Acquisition Integration, Start-ups, Management, Budgets, Accounting, Analysis, Analytics
Education
University of California, Berkeley 2003 — 2005
MBA, Entrepreneurship
University of Michigan 1993 — 1997
BBA, Finance, Accounting
Databricks September 2015 - Present
Reach Analytics 2014 - September 2015
Good Technology 2013 - 2014
Insynctive 2012 - 2013
Taleo - Acquired by Oracle 2011 - 2012
LeadGenesys Inc. 2002 - 2011
Responsys 2000 - 2002
Andromedia ( Acquired by Macromedia / Adobe ) 2000 - 2000
Wells Fargo Bank 1998 - 2000
Database Management Response Analytics 1996 - 1998
Skills
B2B Marketing, Email Marketing, Online Marketing, PPC, Public Speaking, Sales, Driving Revenue, Product Development, SaaS, Public Relations, Marketing Strategy, Social Media Marketing, Demand Generation, Direct Marketing, Database Management, Response Analysis, Project Execution, Team Leadership, Sales Management, Partnership Development, Fundraising, Enterprise Software, Salesforce.com, Marketing Automation, Lead Management, Lead Generation, Marketo, Eloqua, Product Management, Product Marketing, Online Video Marketing, Content Marketing, Cross Channel Marketing, Partnership Marketing, SEO, SEM, Google Analytics, Google Adwords, Google Webmaster Tools, Event Based Marketing, Sales Operations, Sales Enablement, Funnel Optimization, Metrics Reporting, Salesforce.com..., Channel Strategy, Revenue Recognition, Telemarketing, Sales Presentations, Webinars
Education
University of California, Berkeley
Bachelor of Science (BS) Industrial Engineering
University of Stanford - Start-X Incubator
Wells Fargo Bank June 2002 - Present
DoubleTwist, Inc. January 2000 - March 2002
Taos Mountain, Inc. May 1995 - December 1999
Skills
Software Development, Java, Perl, jQuery, Spring Framework, Tomcat, Python, Web Services, REST, AJAX, XML, SOAP, JavaScript, Weblogic, Apache, J2EE Application..., Servlets, Software Engineering, HTML, PHP, CSS, MySQL, Oracle, SQL, Solaris, Linux, Unix, TCP/IP, System Administration, IIS, Shell Scripting, Troubleshooting, High Availability, Red Hat Linux, Disaster Recovery, Bash, Performance Tuning, DNS, Architecture, RedHat, Servers, Operating Systems, Sun, RHCE, Clustering, HP Operations Manager, Introscope, Databases, AIX, Enterprise Architecture
Education
University of California, Berkeley 1993 — 1997
BS, Electrical Engineering & Computer Science
University of California, Berkeley
Bachelor's degree, Electrical Engineering/Computer Science
Deloitte 2015 - Present
BNP 2013 - 2014
RBC Capital Markets October 2011 - January 2012
Pomelo Capital 2012 - 2012
Wells Fargo Bank 2008 - 2010
Skills
Interest Rate..., Asset Pricing, Probability, Monte Carlo Simulation, Greeks, Exotic Derivatives, Econometrics, Fixed Income, Valuation, Stochastic Calculus, C++, Matlab, Equities, Structured Products, Time Series Analysis, Volatility, equity derivati
Education
University of California, Berkeley - Walter A. Haas School of Business
Masters
University of Mumbai
Bachelor of Engineering (B.Eng.)
Comerica Bank August 2014 - Present
Comerica Bank July 2013 - August 2014
Wells Fargo October 2012 - July 2013
Wells Fargo Bank August 2010 - September 2012
Wells Fargo Financial February 2006 - August 2010
Primerica January 2000 - January 2005
Alameda Co Public Defender January 1990 - January 2002
Alameda Co Probation Dept January 1985 - January 1990
Skills
Banking, Loans, Consumer Lending, Credit, Retail Banking, Small Business Lending, Cross Selling, Lines Of Credit, Deposits, Mortgage, Home Equity Loans, Credit Analysis, Mortgage Lending, Financial Services, Refinance, Loan Origination, Commercial Lending, Commercial Banking, Home Equity Lines of..., Branch Management, Residential Mortgages, Mortgage Banking, Leadership, FHA, Credit Cards, Branch Banking, Finance, Notary Public, Relationship Management, Underwriting, Retirement Planning, Treasury Management, Cash Management
Education
U C Berkeley 1980 — 1985
Sociology
University of California, Berkeley 1980 — 1985
B2B CFO® 2014 - Present
California Fuel Supply, Inc. and Gawfco Enterprises, Inc. 2014 - 2015
Bay Area Discovery Museum 2012 - 2014
Wells Fargo Bank 2009 - 2012
Rolf W. Neuweiler, CPA 2000 - 2009
Skills
Finance, Financial Reporting, Accounting, Small Business, Information Technology, Forecasting, Budgets, Due Diligence, Process Improvement, Human Resources, Financial Analysis, Internal Controls, Strategic Planning, Business Planning, Risk Management, Start-ups, Financial Modeling, QuickBooks, Portfolio Management, Mergers & Acquisitions, Auditing, Project Management, Asset Management, Nonprofits, Banking, Family Office, Fuel
Education
University of California, Berkeley - Walter A. Haas School of Business
BS, Accounting and Finance
Zillow Group January 2015 - Present
Trulia July 2013 - December 2014
Wells Fargo Bank September 2008 - June 2013
ConcertCrowd January 2011 - July 2012
Wells Fargo Bank July 2004 - August 2008
Skills
Business Analysis, Product Management, Analytics, Competitive Analysis, Vendor Management, Product Development, Market Research, Strategic Planning, Enterprise Software, Product Marketing, HTML 5, JavaScript, CSS, AJAX, Databases, Web Content Management, Visual Design, Interaction Design, SEO, Information Architecture, Content Management, SDLC
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2013
MBA, Product Marketing & Technology
University of Southern California - Marshall School of Business
Bachelor of Science, Finance
Wells Fargo Bank July 2011 - Present
Wells Fargo Bank February 2010 - July 2011
Wells Fargo Bank August 2007 - February 2010
Wells Fargo Bank May 2005 - August 2007
ESG Consulting August 2004 - May 2005
NEC Solutions America / NECSAM April 2004 - August 2004
Niteo Partners, Inc. April 2001 - April 2004
Zefer May 2000 - April 2001
Proxicom June 1999 - May 2000
Skills
Content Management, Web Content Management, Content Strategy, CMS, Enterprise Content..., Social Media, Intranet, Information Architecture, Business Analysis, Product Management, Analytics, User Experience, SDLC, Management, HTML, E-commerce, Agile Methodologies, Strategy, Web Analytics, ASP
Education
University of California, Berkeley 1995 — 2000
Applied Mathematics, emphasis in Econometrics
Macy's Merchandising Group August 2013 - Present
Prada April 2013 - May 2013
Deutsch November 2012 - April 2013
Coach Inc September 2009 - September 2011
Wells Fargo Bank July 2008 - May 2009
Skills
Microsoft Excel, Retail, Merchandising, Visual Merchandising, Forecasting, Fashion, Financial Analysis, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Inventory Management, Marketing, Strategic Planning, Management, Sales, Sourcing, Competitive Analysis, Sales Management, Human Resources
Education
University of California, Irvine 2002 — 2007
International Studies, Near and Middle Eastern Studies
University of California 2002 — 2006
Bachelor of Arts, International Studies
Wells Capital Management Wells Fargo Asset Management June 1995 - Present
Wells Fargo Bank 1988 - 1995
Ernst & Young 1987 - 1988
IBM 1986 - 1987
Skills
Portfolio Management, Fixed Income, Capital Markets, Alternative Investments, Investment Management, Asset Management, Equities, Securities, Investment Strategies, Hedge Funds, Financial Analysis, Treasury Management, Credit, Business Development, Strategic Partnerships, Mutual Funds, Corporate Finance
Education
University of California, Berkeley
Bachelor of Science (BS), Economics
San Francisco State University, College of Business
M.B.A., Finance & Accounting
ConAgra Foods May 2015 - Present
Nestlé USA March 2013 - May 2015
Nestlé USA May 2012 - August 2012
Altria June 2011 - August 2011
Fraley & Fraley August 2007 - April 2008
Wells Fargo Bank March 2006 - June 2006
Skills
Forecasting, Analysis, SAS Programming, SQL, Shell Scripting, Python, VBA, Data Visualization, Leadership, Training, Negotiation, Project Management, Lean Manufacturing, Organizational Behavior, SAS Data Integration..., SAS Forecast Server, SAS Enterprise Guide, Statistical Modeling
Education
University of California, Berkeley 2010 — 2012
B.A., Economics
Yuba College 2008 — 2010
Transfer, Economics
Wells Fargo Bank May 2008 - Present
University of San Francisco 2010 - 2012
Prudential Mortgage Capital Company October 2007 - May 2008
Skills
Fixed Income, Risk Management, Teaching, Journalism, Interest Rate..., Finance, International Finance, Foreign Exchange, Foreign Exchange Risk..., Interest Rate Swaps, Bloomberg, Chartered Financial..., Financial Analysis, FX Hedging, Interest Rate Risk..., Financial Modeling, Sales, FX Derivatives, MBA, Valuation, Portfolio Management, Investments, Commercial Banking, Analysis, Corporate Finance
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2014
Master of Business Administration (M.B.A.)
University of California, Davis 2004 — 2007
BS
Wells Fargo Bank 1978 - Present
Skills
Call Center, Banking, Retail Banking, Loans, Process Improvement, Vendor Management, Call Centers, Credit, Customer Service, Financial Services, Risk Management, Business Analysis, Business Process..., Coaching, Change Management, Visio, Requirements Gathering, Business Requirements, Software Documentation, Relationship Management, Credit Cards, SDLC, Analysis, Customer Experience, Portfolio Management, Leadership
Education
University of California, Berkeley 1976 — 1980
BS, Conservation of Natural Resources
University of Phoenix May 2009 - May 2012
C&T Publishing 2000 - 2006
AQS Publishing 1999 - 2000
FDC Relocations 1998 - 1999
C&T Publishing 1995 - 1997
Wells Fargo Bank 1990 - 1993
Skills
Copy Editing, Editing, Storytelling, Editorial, Journalism, Copywriting, Content Development, Blogging, Content Management, Publishing, Web Content, Technical Writing, Magazines, Feature Articles, Publications, Freelance Writing, Newsletters, Proofreading, Books
Education
University of California, Berkeley
Bachelor of Arts, Social Sciences, Business emphasis
Google March 2014 - Present
Yahoo! - RightMedia July 2011 - March 2014
Wells Fargo Bank January 2010 - August 2011
Wells Fargo Securities July 2008 - September 2009
Wells Fargo August 2007 - July 2008
Citigroup-Smith Barney June 2006 - January 2007
Skills
Business Development, Strategy, Competitive Analysis, Online Advertising, Analytics, Project Management, Ad Exchanges, RTB, Finance, Strategic Partnerships, Business Strategy, Positive Can-do Attitude, Account Management, Sales, Salesforce.com, Go-to-market Strategy, Corporate Finance, SEM, Google Adwords, Google Analytics
Education
University of California, Berkeley
Double Major in Economics and Legal Studies
Subito Systems, Inc. April 1982 - Present
First Collateral Services June 1988 - December 2008
Bank of America 1983 - 1985
Wells Fargo Bank 1980 - 1983
Bank of America 1976 - 1979
Skills
Business Analysis, Requirements Analysis, Databases, Data Analysis, Software Development, Risk Management, Database Design, Banking, User Interface Design, Access, Loans, Long Term Business..., Mortgage Lending, Mortgage Banking, Management
Education
University of California, Berkeley 1967 — 1968
B.A., Economics
Wells Fargo Bank 2009 - Present
Wells Fargo Bank 2008 - 2009
Wells Fargo Bank 2005 - 2007
Wells Fargo Bank 1999 - 2005
Skills
Banking, Loans, Real Estate, Loan Origination, Commercial Lending, Credit, Credit Analysis, Portfolio Management, Asset Management, Investments, Underwriting, Commercial Mortgages, Commercial Real Estate, Valuation, Real Estate Economics
Education
University of Southern California
Master of Business Administration, Finance
University of California, Berkeley
Bachelor of Arts, Philosophy
Bank of America April 2012 - Present
Sidley Austin, LLP August 2010 - December 2011
A.T. Kearney May 2009 - July 2009
Wells Fargo Bank January 2001 - July 2006
Congressman Howard Berman August 1999 - January 2000
Los Angeles City Council, Councilman Michael Feuer May 1998 - August 1998
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2010
Masters in Business Administration, Entrepreneurship
University of California, Hastings College of the Law 2006 — 2010
Juris Doctor, Venture Capital, Securities, Economic Development
University of California, Berkeley 1997 — 2001
Bachelor of Arts, Political Science
Small Business Payments Company (SBPC) October 2012 - Present
Wells Fargo Bank 2009 - September 2012
Global Payment Advisors March 2005 - June 2009
BankServ 2005 - 2008
Wells Fargo Bank 1999 - 2005
Wells Fargo Bank 1984 - 1997
Skills
Financial Sales, Product Development, Sales Management, Marketing Strategy, Bank Relationship..., Partner Relationship..., Change Management, Business Development, Key Account Development, New Business Development, Banking, Working Capital..., Sales, E-commerce, Management, Financial Services
Education
UC Berkeley 1989 — 1992
MBA, Business, Management, Marketing, and Related Support Services
University of San Francisco 1986 — 1989
B. S, Economics
Janus Technologies October 2013 - December 2014
Rakuten LinkShare December 2012 - October 2013
Berkshire Hathaway Homestead Companies May 2010 - October 2012
Blue Shield of California October 2009 - November 2009
eBay May 2009 - October 2009
Wal-Mart.com March 2008 - October 2008
Philip Services Corporation February 2007 - February 2008
Wells Fargo September 2006 - February 2007
AlphaSynergies INC. March 2005 - August 2006
Wells Fargo Bank February 1995 - April 2004
Skills
Agile Project Management, Agile Methodologies, Scrum, Software Project..., SDLC, Resource Management, Business Analysis, Release Management, Cross-functional Team..., Quality Assurance
Education
Leningrad Institute of Technology
MS
Project Management Institute
Project Management Professional
UC Berkeley
cPrime, California
Scrum Master Certification
Wells Fargo Bank September 2004 - Present
Prudential Financial April 2002 - August 2004
Skills
Outlook, SharePoint, Administrative..., Expense Management, Confidentiality, Spreadsheets, Lotus Notes, Expenses, Administrative..., Vendor Management, PowerPoint, SDLC, Office Management, Database Administration, Analysis, Business Analysis, Management, MS Project, Data Entry, PeopleSoft, Data Analysis, Banking, Process Improvement, Program Management, Databases, Access, Financial Services, System Administration, Time Management, Visio
Education
University of California, Berkeley 2008 — 2009
CPM, Project Management
University of Santo Tomas
Bachelor of Science in Chemistry, Chemistry
Wells Fargo April 2014 - Present
Wells Fargo Bank September 2010 - April 2014
Mellon Capital Management May 2010 - August 2010
AnewAmerica Community Corporation October 2008 - March 2009
Bank of America June 2006 - February 2008
Skills
Auditing, Financial Reporting, Risk Management, Financial Analysis, Operational Risk, GAAP, Analytics, Compliance
Education
University of California, Berkeley 2008 — 2010
Bachelor, Economics, Education, 3.62/ 4.00 GPA
Intel Corporation April 2013 - Present
SGI January 2012 - March 2013
Synopsys September 2008 - January 2012
Fenwick and West November 2001 - July 2007
Community Legal Aid Services June 1999 - July 1999
Wells Fargo Bank February 1996 - April 1998
Skills
Mergers, Corporate Governance, Securities, Venture Capital, Start-ups, Due Diligence, Mergers & Acquisitions, Licensing, Contract Negotiation, Corporate Law, Acquisition Integration, Executive Management
Education
University of California, Berkeley - School of Law 1998 — 2001
J.D., Law
University of California, Berkeley 1995 — 1997
B.S., Psychology
Wells Fargo July 2015 - Present
Wells Fargo Capital Finance June 2013 - July 2015
Wells Fargo Capital Finance September 2011 - June 2013
Wells Fargo Bank October 2009 - September 2011
Wells Fargo Bank May 2009 - October 2009
Wells Fargo Bank July 2007 - May 2009
Wells Fargo Audit and Security July 2005 - July 2007
Skills
Financial Analysis, Banking, Credit Analysis, Financial Modeling, Credit, Portfolio Management, Credit Risk, Valuation, Underwriting, Investments, Capital Markets, Financial Risk, Commercial Banking, Relationship Management
Education
University of California, Berkeley 2001 — 2005
Wells Fargo May 2009 - Present
Wells Fargo Bank August 2003 - November 2009
Credit.Com April 2002 - August 2003
Sony Music May 2001 - May 2002
12Snap January 2000 - January 2001
Creditland January 1999 - January 2000
Cybergold January 1998 - January 1999
McGraw Hill Home Interactive January 1996 - January 1998
DeLorme Mapping January 1993 - January 1994
Skills
Payment Card Processing, Process Improvement, Team Leadership, SMS, ACH, Strategic Planning, Domain Names, Bill Payment, Remote Deposit Capture, Cross-functional Team..., Payment Systems, Mobile Payments, Product Management, SDLC, Business Analysis, Integration, Enterprise Software, Mobile Devices, Strategy, Java Enterprise Edition, SOA, Agile Methodologies, Spring, Solution Architecture, Requirements Analysis, Software Project..., Requirements Gathering, Oracle, Mobile Applications, Enterprise Architecture, Software Development, Java, Vendor Management, Architecture, Web Services, Software Design
Education
University of California, Berkeley 1987 — 1992
B.A., Physics, Astronomy
Mondegreen Ventures LLC March 2011 - Present
ASIA BIOGAS COMPANY LTD July 2006 - March 2010
Steven Gomberg Consulting August 1996 - June 2006
Utopia Technology Partners January 1997 - January 1998
RJ Groux Corporation 1998 - 1998
CODERA WINE GROUP, INC January 1993 - January 1996
STEVEN GOMBERG CONSULTING January 1987 - January 1993
Chemoil Corporation January 1986 - January 1987
UNITED COFFEE CORPORATION January 1985 - January 1986
Wells Fargo Bank January 1981 - January 1985
Skills
Environmental Awareness, Mergers & Acquisitions, Venture Capital, Start-ups, Renewable Energy, Strategy, Mergers, Strategic Planning, Business Planning, International Business, Business Development, Portfolio Management, Entrepreneurship, Finance, Management
Education
University of California, Berkeley, Haas School of Business 1979 — 1981
MBA, Finance
University of California, Berkeley, Haas School of Business 1975 — 1979
BS, Business Administration; Accounting
salesforce.com November 2013 - Present
Gap Inc. April 2011 - November 2013
Gap Inc. Direct June 2008 - September 2011
Pay By Touch August 2007 - May 2008
Pay By Touch November 2005 - August 2007
CNET Networks April 2000 - November 2005
Bank of America 1996 - April 2000
Sybase 1995 - 1996
Wells Fargo Bank 1994 - 1994
Microsoft Corporation 1993 - 1993
Skills
Security, Cloud Computing, IT Strategy, PCI DSS, Enterprise Architecture, Cyber Warfare, Information Security..., Information Security, System Architecture, Compliance, Cyber Defense, IT Management, CISSP, Computer Security, Change Management, Networking, Vendor Management, IT Operations, Network Security, Penetration Testing, Leadership, Outsourcing, Identity Management, Firewalls, ITIL, Information Technology, Sarbanes-Oxley Act
Education
UCLA
UCLA
University of California, Berkeley - Walter A. Haas School of Business
Delivering Happiness, LLC February 2010 - Present
Modern Mouse November 2009 - Present
eleen.com :: good stuff * hand made October 2007 - November 2009
Wells Fargo Bank February 2006 - October 2007
Arc Worldwide, a Publicis company March 2000 - August 2005
Ernst & Young 1996 - 2000
Skills
Entrepreneurship, Project Management, Management, Blogging, Start-ups, E-commerce, Social Media Marketing, Business Development, Product Management, Product Marketing, Marketing, Strategy, Online Advertising, Email Marketing, Digital Marketing
Education
UC Berkeley 1992 — 1996
BS
Wells Fargo Bank October 2000 - Present
PriceWaterhouseCoopers 1999 - 2000
Merrill Lynch 1999 - 1999
Skills
Strategic Planning, Analytical Skills, Critical Thinking, Data Analysis, Data Modeling, Data Visualization, Strategic Leadership, Project Management, Location Intelligence, Geospatial Intelligence, Budgets, Finance, Financial Analysis, Banking, Financial Modeling, Analytics, Microsoft Excel, Strategy, Business Analysis, Analysis
Education
University of California, Berkeley
BA
Quantum Associates LLC July 2013 - Present
CedarCrestone September 2011 - June 2013
Accenture July 2010 - September 2011
Wells Fargo Bank 2009 - October 2010
Corinthian Colleges January 2008 - April 2009
ATEX Associates, Inc. March 2005 - December 2007
Peoplesoft, Inc. June 2002 - January 2005
Cedar Group August 2001 - June 2002
USinternetworking November 1999 - July 2001
Radcor Technology June 1998 - September 1999
Skills
PeopleCode, PeopleTools, SQR, Order Management, Integration, Supply Chain Management, SQL, XML, PeopleSoft, PeopleSoft CRM, ERP, PL/SQL, Oracle SQL, Databases, Financials, Systems Analysis, Oracle, SharePoint, Unix Shell Scripting, Enterprise Architecture, DB2, Requirements Gathering, Software Project..., HRIS, Agile Methodologies, Requirements Analysis, Testing, Change Management, Business Analysis, Data Conversion, Security, Crystal Reports, Unix, Program Management, Oracle Applications, Visio, SDLC, Business Process, Data Warehousing, Business Intelligence, Production Support, Consulting, Software Implementation, Business Process..., Resource Management, CRM, Analysis, Data Migration
Education
University of California, Berkeley, Haas School of Business 1987 — 1990
MBA, Management Information Systems
California Maritime Academy August 2010 - Present
Team Hiatt June 2008 - Present
Wells Fargo Bank December 2004 - October 2009
Franklin Templeton Investments July 1991 - December 2004
Skills
Financial Services, Financial Modeling, Loans, Banking, Alternative Investments, Public Speaking, Finance, Equities, Asset Managment, Insurance, Portfolio Management, Fixed Income, Series 7, Investments
Education
University of California, Berkeley 2001 — 2004
MBA
University of California, Berkeley - Walter A. Haas School of Business 2001 — 2004
MBA
University of California, Berkeley 1986 — 1990
BA Economics
Swords to Plowshares 2008 - Present
Wells Fargo Bank November 2000 - January 2011
Wells Fargo 2000 - January 2011
Fair, Isaac & Company September 1987 - August 2000
Fair Isaac & Co. 1987 - 2000
Education
University of California, Berkeley - School of Law 1972 — 1975
JD
University of California, Berkeley 1970 — 1972
BA
Carmelits Jr. Seminary 1960 — 1964
Mt Carmel College Niagara Falls
Wells Fargo Bank December 2007 - Present
Swirl January 2006 - August 2007
MRM Partners July 2003 - December 2005
Publicis Technology November 2000 - January 2002
Skills
Integrated Marketing, Direct Marketing, Marketing Strategy, CRM, Marketing Communications, Marketing, Strategic Planning, Advertising, Analytics, Leadership, Database Marketing, Relationship Marketing, Competitive Analysis, Customer Acquisition, Strategic Partnerships, Strategy, Digital Marketing, Multi-channel Marketing, Email Marketing, Product Marketing, Segmentation, Program Management, Lead Generation, E-commerce, Management, Cross-functional Team..., B2B Marketing, Mobile Marketing
Education
University of California, Berkeley, Haas School of Business 1995 — 1997
MBA
Wells Fargo Bank February 2008 - Present
Skills
Change Management, Content Management, Knowledge Management, Product Management, Product Development, Program Management, E-commerce, Business Analysis, Analysis, Strategic Planning, Strategy Development, Process Improvement, Requirements Analysis, Requirements Gathering, Strategy, Vendor Management
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2004
MBA
University of California, Berkeley 1995 — 1999
BA
Federal Home Loan Bank of San Francisco June 2014 - Present
Federal Home Loan Bank of San Francisco April 2013 - Present
Federal Home Loan Bank of San Francisco April 2012 - March 2013
Société Générale Corporate and Investment Bank January 2009 - January 2011
Société Générale Corporate and Investment Bank October 2001 - December 2008
Innoventry February 2000 - September 2001
Citibank / Salomon Smith Barney September 1998 - January 2000
Wells Fargo Bank 1994 - 1998
Skills
Fixed Income, Risk Management, Valuation, Financial Risk, Finance, Product Control, Bonds, Derivatives, Credit Risk, Trading, Investment Banking, Capital Markets, Financial Services, CDS, Credit
Education
University of California, Berkeley 1989 — 1994
BA, Economics
ShoeDazzle December 2011 - November 2012
Syndero March 2010 - August 2011
Experian Interactive Media October 2008 - April 2010
Infinity Productions June 2004 - December 2007
Wells Fargo Bank 2007 - 2007
Far East National Bank October 2002 - July 2006
Education
University of Southern California - Marshall School of Business 2006 — 2008
MBA, Marketing
University of California, Berkeley 1998 — 2002
BA, Cognitive Science with emphasis in Computational Modeling
Wells Fargo March 2013 - Present
Wells Fargo Bank November 2007 - March 2013
Wells Fargo Funds Management Group May 2007 - November 2007
Wells Fargo Funds Management Group April 2006 - May 2007
Wells Fargo Funds Management Group June 2004 - April 2006
Education
University of California, Berkeley 1997 — 2002
Wealth, Brokerage & Retirement April 2012 - Present
Wells Fargo Bank August 2006 - April 2012
Wells Fargo & Co June 1998 - August 2006
Skills
Credit Risk, Finance, Risk Management, Data Analytics
Education
SF State University 1990 — 1995
M.B.A., Finance
University of California, Berkeley 1979 — 1982
B.S., Biochemistry
Wells Capital Management January 2006 - Present
Wells Fargo Bank 2003 - 2005
Arthur Andersen 2001 - 2001
Skills
High Yield, Bloomberg, Finance
Education
University of California, Berkeley 1998 — 2002
BS, Economics
University of California, Berkeley, Haas School of Business 1998 — 2002
Wells Fargo Bank March 2008 - Present
Greater Bay Bank. May 2004 - March 2008
Bank of the West 1990 - 2002
Bank of the West (formerly Central Bank) 1976 - 1990
Education
University of California, Berkeley
BA
Wells Fargo May 2003 - Present
Wells Fargo Bank 2003 - Present
Hewlett Packard 1989 - 2001
Hewlett-Packard 1989 - 1989
UC Berkeley Office of the President 1982 - 1986
Education
University of California, Berkeley 1981 — 1989
Wells Fargo Bank July 2009 - Present
. September 2008 - Present
Bill.com May 2008 - November 2008
DHAP Digital March 2006 - May 2008
Education
University of California, Berkeley 1998 — 2002
Boys & Girls Clubs of San Francisco June 2001 - Present
Wells Fargo Bank 1989 - 2001
Skills
Human Resources, Non-profits, Employee Benefits, Benefits Administration, Employee Relations, Performance Management, Employee Recognition, Employee Handbooks, Staff Management, Leadership, Nonprofits, Onboarding, Payroll, Hiring
Education
University of California, Berkeley
Bachelor of Arts (BA), Psychology
Wells Fargo Bank October 2011 - Present
Wells Fargo 2006 - Present
Education
University of California, Berkeley
Tri Valley Bank 2011 - Present
BBCN Bank (formerly Nara Bank) May 2010 - July 2014
Wells Fargo May 2002 - March 2009
DealerTrack August 2002 - July 2005
Wells Fargo Bank August 1996 - May 2002
Skills
Credit, Portfolio Management, Financial Analysis, Risk Management, New Business Development, Banking, Executive Management, Small Business Lending, Finance, Loans, Commercial Lending, Commercial Banking, Management, Underwriting, Mergers & Acquisitions, Leadership
Education
University of California, Berkeley 1960 — 1965
B.S.Business, Business Administration and Management, General
Wells Fargo Bank Application System EngineerWells Fargo Internet Services2003 - Present
Education
University of California, Berkeley 1973 — 1976
Wells Fargo August 2012 - Present
Wells Fargo November 2008 - August 2012
Wells Fargo December 2003 - November 2008
Wells Fargo Bank October 1999 - December 2003
Wells Fargo August 1996 - October 1999
Providian Financial 1993 - 1996
Skills
Credit Risk, Management of..., Statistical Modeling, Small Business Lending, Expert level SAS..., C, C++ programming, Presentation, Training and Coaching, Financial Risk, Analysis, Portfolio Management, Risk Management, Database Marketing, Analytics, SAS, SAS programming, Analytical Skills, Credit, Valuation, Forecasting, Structured Finance, Management, Predictive Analytics, Data Mining, Underwriting, Credit Cards
Education
University of California, Berkeley 1988 — 1992
MA, Economics
Yale University 1984 — 1988
BS, Economics, Electrical Engineering
US Bank March 2010 - Present
Wachovia December 2007 - September 2009
Wells Fargo Bank January 2006 - December 2007
Wells Fargo bank January 1999 - January 2006
Skills
Banking, Commercial Banking, Commercial Lending, Small Business Lending, Loans, Credit, Credit Analysis, Portfolio Management, Lines Of Credit, Mortgage Lending, Underwriting, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
MBA
University of California, Berkeley 1983 — 1986
BA, Economics
IATSE Local 728 April 1997 - Present
Wells Fargo Bank June 1989 - September 1994
Education
University of California, Berkeley 1991 — 1993
The Royal Bank of Scotland October 2012 - December 2014
The Royal Bank of Scotland January 2009 - October 2012
Swiss Re January 2006 - December 2008
Swiss Re November 2002 - January 2006
Swiss Re Capital Partners November 1997 - November 2002
PricewaterhouseCoopers September 1994 - November 1997
Vistar November 1987 - September 1993
Wells Fargo Bank October 1984 - November 1987
Skills
Treasury, Regulatory Change, Finance, Financial Services, Financial Risk, Risk Management, Banking, Corporate Finance, Financial Analysis, Capital Markets, Private Equity, Valuation, Mergers & Acquisitions, Strategic Financial..., Investments
Education
University of Southern California - Marshall School of Business 1993 — 1994
MAcc, Accounting
University of California, Berkeley 1980 — 1984
Bachelor of Arts (B.A.), Paleontology
Bank of the West June 2014 - Present
Wells Fargo September 2011 - June 2014
Wells Fargo Bank December 2010 - September 2011
Wachovia Bank, a Wells Fargo Company November 2006 - December 2010
Finesse Personnel May 2004 - October 2006
Skills
Recruiting, Sourcing, Human Resources, Management, Cold Calling, Sales, Strategic Sourcing, Banking, Financial Services, Credit, Relationship Management, Mortgage Lending, Loans, Retail Banking, Applicant Tracking..., Talent Acquisition, College Recruiting, Onboarding, Coaching, Strategy, Portfolio Management
Education
University of California, Berkeley 1999 — 2003
Bachelor of Arts, Molecular & Cell Biology (Emphasis in Neurobiology)
Wells Fargo June 2014 - Present
Wells Fargo July 2012 - June 2014
Bank of America Merrill Lynch July 2010 - July 2012
GE June 2009 - August 2009
Wells Fargo September 2005 - August 2008
Wells Fargo April 2004 - September 2005
Wells Fargo March 2003 - March 2004
Wells Fargo Bank July 2002 - March 2003
MetroRent 2000 - 2002
Skills
Financial Modeling, Funding, Series 7, Credit Analysis, Investments, Financial Analysis, Financial Planning, Banking, Asset Management, Financial Reporting, Corporate Finance, Essbase, Economics, Forecasting, Wealth Management, Private Equity, Fixed Income, Business Valuation, Real Estate, Excel, Analysis, Process Improvement, Customer Relations, Due Diligence, Strategic Financial..., Microsoft Excel, Finance
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance and Entrepreneurship
University of California, Berkeley 1998 — 2002
B.A., Economics
St. Ignatius College Prep 1994 — 1998
Federal Reserve Bank of Philadelphia November 2010 - Present
Wells Fargo Bank August 2000 - September 2010
Bank of America 1989 - 1998
Education
University of California, Berkeley 1967 — 1975
M.a., Ph.D., Statistics, Economics
Wells Fargo January 2012 - Present
Wells Fargo Bank October 2008 - December 2011
Wells Fargo Bank December 2006 - October 2008
Wells Fargo Internet Services September 2002 - November 2006
Spear Technologies August 1998 - August 2002
Chevron Infomation Technology Company 1984 - 1998
Skills
Banking, Analysis, Team Building, Requirements Analysis, Software Development, Quality Assurance, SDLC, Process Improvement, Testing, Metrics, Internet Banking, Team Leadership, User Acceptance Testing, Financial Services, IT Management, Vendor Management, Integration, Management, Business Analysis, Project Planning, IT Strategy, Software Project..., Release Management, Software Quality..., Mobile Devices, Agile Methodologies, Requirements Gathering, Risk Management, Program Management, Strategy
Education
University of California, Berkeley 1983 — 1986
Certificate, Data Processing
University of California, Berkeley 1976 — 1980
BA, Economics
Wells Fargo Bank June 2006 - Present
wells fargo 1996 - 2008
Wells Fargo Bank March 2003 - June 2006
Wells Fargo Bank March 1999 - March 2003
World Savings 1992 - 1996
World Savings 1992 - 1996
World Savings 1991 - 1996
Education
University of California, Berkeley 1976 — 1980
BS, Business Administration
City National Bank July 2012 - Present
City National Bank February 2006 - July 2012
City National Bank June 2004 - February 2006
City National Bank February 1999 - June 2004
Wells Fargo Bank 1976 - 1987
Skills
Banking, Regulatory Compliance, Credit, Finance, Project Management, Leadership, Management, Team Building, Business Analysis, Microsoft Excel, Microsoft Word
Education
University of California, Los Angeles 2011 — 2012
UCLA Extension Program, Project Management Certificate
University of California, Los Angeles 1999 — 2003
Extension Program, Certificate in Personal Financial Planning
University of Southern California
Master of Business Administration (M.B.A.), Finance
University of California, Berkeley
Bachelor's Degree, Economics
Fujitsu Semiconductor America, Inc. November 2011 - Present
Wells Fargo Bank July 2013 - March 2014
Skills
Visual C#, SQL, ASP.NET, Microsoft SQL Server, MySQL, Photoshop, Visual Studio, C++, Java, C, JavaScript, CSS, HTML, Eclipse, Python, Ext JS, LAMP, Maya, Microsoft Office, Social Media, Microsoft Excel, Graphic Design, PowerPoint, Microsoft Word, Adobe Creative Suite
Education
University of California, Berkeley 2005 — 2009
Bachelor of Science (B.S.), Electrical Engineering and Computer Science
Banana Republic November 2005 - June 2014
Wells Fargo Bank March 2005 - November 2005
EXPRESS October 2001 - March 2005
Alcohol Research Group September 2002 - September 2004
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, PowerPoint, Leadership, Social Media, Research, Management, Data Analysis, Visual Merchandising, Retail, Merchandising, Photoshop, Sales, Inventory Management, Strategic Planning, Fashion, Project Management, Retail Sales, Event Planning, Social Networking
Education
University of California, Berkeley 2008 — 2011
Master's of Science, Public Health - Biostatics
University of California, Berkeley 2003 — 2006
Bachelor's of Science, Public Health
University of California, Berkeley 2001 — 2005
Bachelor's of Science, Legal Studies
Stanford Law Library Head of Access ServicesStanford University LibrariesAugust 1998 - September 2000
Wells Fargo Bank 1993 - 1994
Education
University of California, Berkeley 1990 — 1992
Master's Degree, Library and Information Technology
Bank of America June 2014 - Present
CBRE on the Union Bank Account April 2012 - May 2014
CBRE on the Google Account June 2010 - April 2012
JP Morgan Chase April 2009 - June 2010
CBRE on the Washington Mutual account (Acquired by JP Morgan Chase) July 2006 - March 2009
Jones Lang LaSalle February 2006 - June 2006
Wells Fargo Bank May 1995 - December 2005
Skills
Facilities Management, Project Management, Management, Construction Management, Construction, Budgets, Procurement, Process Scheduler, Team Building, Strategic Planning, Space planning, Real Estate, LEED
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Architecture
Simplex Publications 2000 - 2009
Visa International 1985 - 1998
Visa 1985 - 1998
Wells Fargo Bank 1981 - 1985
McKesson 1978 - 1981
Stauffer Chemical 1978 - 1979
Skills
Program Management, Business Analysis, Enterprise Architecture, Payment Systems, SDLC, Software Project..., Risk Management, Vendor Management, Requirements Analysis, Management Consulting, IT Strategy, Business Process..., Process Improvement, Leadership, Integration, Strategy, Project Portfolio..., Cross-functional Team..., Start-ups, Project Management, Management, Analysis, Change Management, Business Strategy, Business Intelligence, Disaster Recovery, Analytics, IT Management, Product Management, Banking, PMO, Outsourcing, Business Process, Enterprise Software, Software Documentation, Requirements Gathering, E-commerce, Software Development, Governance, Security, Executive Management
Education
University of California, Berkeley 1972 — 1977
Computer Science
Redwood High School 1971 — 1972
George Washington High School 1969 — 1971
CommScope August 2015 - Present
TE Connectivity September 2013 - August 2015
American Tower January 2012 - April 2013
Powerwave Technologies June 2009 - January 2012
ADC November 2005 - December 2008
ADC 1996 - 2005
NEMKO 1995 - 1996
Wells Fargo Bank 1993 - 1995
Wells Fargo Bank 1989 - 1993
Mail Boxes, Etc. 1987 - 1989
Skills
Wireless, Telecommunications, Solution Selling, Fiber Optics, Business Development, Direct Sales, New Business Development, Strategic Partnerships, Key Account Management, Sales Operations, Broadband, Start-ups, 4G, Project Management, Strategy, Training, Channel Partners, Product Management, CDMA, Data Center, Management, Sales, Selling, Sales Management, IP, Networking, Integration, Salesforce.com, Mobile Devices, Unified Communications, Account Management, Team Building, VoIP, Project Planning, Strategic Planning, Managed Services, Ethernet, Go-to-market Strategy, Mobile Communications, DAS, Sales Process, RF, Vendor Management, Professional Services, WiFi, Team Leadership, SaaS, Leadership, Product Marketing
Education
University of California, Berkeley 1980 — 1985
BA
University of San Diego 1987 — 1988
MBA
Banc of America Securities 1999 - 2004
Fannie Mae 1985 - 1988
Wells Fargo Bank 1982 - 1983
Education
University of California, Berkeley 1971 — 1975
BS & MBA, Finance
BNP Paribas senior credit officerbnpparibas1996 - 2009
Union Bank 1990 - 1996
wells fargo bank 1975 - 1984
Education
University of California, Berkeley 1963 — 1974
Papyrus-Recycled Greetings, Inc. June 2014 - Present
Papyrus-Recycled Greetings, Inc. January 2010 - June 2014
Medill Magazine Innovation Project September 2009 - December 2009
Medill News Service March 2009 - June 2009
CDC Software, Inc January 2008 - March 2008
Wells Fargo Bank January 2007 - January 2008
California Pizza Kitchen July 2003 - December 2006
University of California October 2003 - May 2004
Skills
Newsletters, Editing, Copy Editing, InDesign, Marketing, Advertising, Graphic Design, Photoshop, Editorial, Publishing, Storytelling, Feature Articles, Blogging, Writing, Management, Creative Writing, Multimedia, Social Media, Marketing Management, Marketing Communications, Video, Copywriting
Education
Northwestern University - Medill School of Journalism 2009 — 2010
Masters of Science, Journalism
University of California, Berkeley 2000 — 2004
Bachelors, Psychology
JPMorgan Chase Bank NA February 2012 - Present
Wells Fargo Bank September 2009 - February 2012
Education
UC Berkeley 2005 — 2008
Bachelor, Economics
Home in Greenbrae October 2008 - Present
Visa International March 1993 - September 2003
Deloitte & Touche March 1987 - March 1993
Wells Fargo Bank 1982 - 1986
TMI Systems 1981 - 1982
Bank of America NT&SA 1966 - 1981
Skills
Debit Cards, Project Planning, Payment Card Processing, Payment Systems, Product Management, Mobile Payments, Electronic Payments, Risk Management, Marketing, Credit Cards, Program Management, Financial Services, Payments, EMV, Payment Cards, Budgets, Vendor Management, Payment Industry, Transaction Processing, Acquiring, Cards, E-payments, Smart Cards, Internet Banking, Mobile Commerce, Mobile Banking, Payment Gateways, Relationship Management, ACH, Banking, Merchant Services, NFC, ATM networks, PCI DSS, Fraud, Executive Management, Loyalty Programs, AML, Payment Services, Financial Institutions
Education
University of California, Berkeley 1961 — 1966
B.A., Mathematics
Wells Fargo Bank August 1984 - August 2009
Bank of America July 1968 - August 1984
Skills
TSO, COBOL, JCL
Education
University of California, Berkeley 1964 — 1968
BA, Political Science
UC Berkeley, Operational Excellence Program Office January 2015 - Present
Fruitful Minds August 2009 - January 2015
ACC Consulting 2003 - 2009
SBC Long Distance/ Pacific Bell 1997 - 1999
Wells Fargo Bank 1989 - 1997
Skills
Program Management, Leadership, Training, Management, Strategic Partnerships, Product Management, Grant Administration, Community Outreach, Communication
Education
University of California, Berkeley, Haas School of Business 2011 — 2011
Certificate: Corporate Social Responsibility, Business Administration and Management, General
University of California, Berkeley 1986 — 1990
BA, Social Welfare
eWinery Solutions February 2015 - Present
UMANO Inc. May 2011 - Present
Hattyar Consulting 1997 - Present
Wilson Daniels 2007 - September 2010
Boulevard R 2007 - 2007
E*Trade 1989 - 2002
Kaiser Permanente IT April 1989 - July 1999
Wells Fargo Bank 1984 - 1989
ross systems 1982 - 1985
Skills
Cluster, Software Development, Project Management, SMO, Business Analysis, Business Intelligence, Google Analytics, Program Management, Storage, HP, Perl, Enterprise Software, Databases, Servers
Education
University of California, Berkeley 1976 — 1978
Wells Fargo Bank August 2011 - Present
Lowe Property Advisors 2007 - 2010
Pacific Capital Mortgage, PCM Financial Services 1997 - 2006
All California Mortgage 1996 - 1997
Keegan & Coppin, Inc 1986 - 1995
Skills
Real Estate, Commercial Real Estate, Loans, Finance, Portfolio Management, Real Estate Economics, Valuation, Negotiation, Real Estate Development, Real Estate Transactions, Asset Management, Leadership, Credit, Real Estate Financing, Commercial Mortgages, Financial Modeling, Mortgage Lending, Investment Properties, Mortgage Banking, Lease Negotiations
Education
University of California, Berkeley
Bachelor's Degree, Rhetoric and Composition/Writing Studies
Therma 2013 - Present
Wells Fargo Bank February 2011 - December 2011
Wells Fargo Bank 2005 - 2010
Wells Fargo Bank 2000 - 2005
Wells Fargo Bank 1999 - 2000
Sumitomo Bank of California 1991 - 1998
Sumitomo Bank of California 1989 - 1990
Skills
Security, Programming, Time Management, User Acceptance Testing, SDLC, DB2, Operating Systems, SQL, REXX, Troubleshooting, CICS, JCL, Mainframe, Unix, Easytrieve, COBOL
Education
UC Berkeley
Wells Fargo September 2014 - Present
Wells Fargo September 2012 - March 2014
Wells Fargo Bank February 2010 - August 2011
Kaiser Permanente April 2007 - October 2009
Wells Fargo March 2005 - December 2007
Skills
Business Analysis, Project Management, Agile Methodologies, SharePoint, SDLC, Vendor Management, Software Project..., Requirements Analysis, Software Documentation, Program Management, PMO, Requirements Gathering, Project Portfolio..., PMP, Telecommunications, Analysis, IT Management, Business Process, Process Improvement, Quality Assurance, Business Intelligence
Education
University of California, Berkeley
BA, Writing/English
Wells Fargo Bank August 2005 - Present
Bank of America January 2001 - August 2005
Skills
Banking
Education
University of California, Berkeley 1997 — 2001
Economics, Economics
Carlsbad High School 1996 — 2000
Kaiser Permanente June 2012 - Present
MicroDental Laboratories July 2010 - June 2012
Rowbotham & Company LLP September 2006 - June 2010
Wells Fargo Bank April 2002 - July 2006
Skills
GAAP, Accounting, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Microsoft Excel, Internal Controls, Auditing, Financial Accounting, SAP, US GAAP, Consolidation, SEC filings, Accounts Receivable, Tax Preparation, General Ledger, Revenue Recognition, Accounts Payable, PeopleSoft, Payroll, Financial Modeling, Managerial Finance, Hyperion Enterprise, Forecasting, Cash Management
Education
University of California, Berkeley 2001 — 2006
Bachelors of Arts, Economics
First Hawaiian Bank July 2014 - Present
Resources Global Professionals January 2013 - July 2014
LearnShip April 2012 - December 2012
Wells Fargo Bank January 2011 - March 2012
Wells Fargo Bank July 2007 - January 2011
Organon Professional Services August 2006 - July 2007
RTZ Associates January 2004 - August 2006
Profit Recovery Group June 2001 - November 2004
West Costa Contra Unified High School District March 2000 - June 2001
Skills
Data Analysis, SQL, Visio, Business Intelligence, Microsoft SQL Server, Requirements Analysis, Software Project..., Agile Methodologies, SDLC, Data Warehousing, Integration, Analytics, Oracle, Databases, Program Management, Analysis, Business Analysis, CRM, Business Requirements
Education
University of California, Berkeley 1994 — 1999
Bachelor of Arts, Political Science
2005 UCSF University Development & Alumni Relations January 2004 - Present
UCSF School of Dentistry January 1996 - January 2001
UCSF School of Dentistry January 1987 - January 1996
Wells Fargo Bank January 1977 - January 1986
Skills
Event Management, Administrative..., Research
Education
Dominican College of San Rafael 1968 — 1972
B.A, French
University of California
Bachelor of Arts (BA), French
Omega Group Investments October 2014 - Present
Hispanic Chambers of Commerce of San Francisco, CA November 2011 - Present
ALBCO General Contracting Comp. June 2009 - Present
Wells Fargo Bank 2012 - January 2014
Guatemalan Cultural Center - Centro Cultural Guatemalteco January 2010 - January 2013
Northern California Carpenters Council September 2004 - November 2006
NCCRC April 1996 - November 2006
Skills
Nonprofits, Public Speaking, Customer Service, Microsoft Excel, Fundraising, Public Relations, Leadership Development, Event Planning, Community Outreach, Photoshop, Strategic Communications, Volunteer Management, Public Policy, Contract Negotiation, Construction, Strategic Planning, Project Management, Civil Engineering, Social Networking, Leadership, Management, Entrepreneurship, Social Media
Education
City College of San Mateo, CA 2004 — 2006
Associate of Science (A.S.), Industrial and Organizational Psychology
UC Berkeley
Associate of Arts and Sciences (A.A.S.), Theology/Theological Studies
Wells Fargo Bank July 2015 - Present
Wells Fargo Securities January 2013 - June 2015
SFG Asset Advisors July 2012 - September 2012
TAMID Israel Investment Group August 2011 - July 2012
Livian & Co. - Investment and Wealth Management July 2011 - September 2011
Berkeley Hillel January 2011 - July 2011
Skills
Hedge Funds, Structured Products, CLO, ABS, CDO, Intex, Economics, Equity Research, Investments, Financial Modeling, Student Loans, Structured Finance, Derivatives, Private Equity, Fixed Income, Leveraged Finance, Investment Strategies, Due Diligence, Alternative Investments, Equity Derivatives, Credit Derivatives, Corporate Finance, Financial Analysis, Research, Trading, Bloomberg, Team Leadership
Education
University of California, Berkeley
BA, Economics - High Honors
KOTRA Los Angeles September 2009 - Present
FXCM Asia Limited February 2009 - July 2009
Wells Fargo Bank May 2006 - December 2007
Education
University of California, Berkeley 2005 — 2009
Bachelors, Economics, Political Science
Wells Fargo Bank February 2005 - Present
South of Market Health Center January 2013 - Present
Education
University of California, Berkeley 2000 — 2004
Bachelor of Arts, Politicall Science
Wells Fargo Bank October 2012 - Present
Comerica Bank January 2002 - November 2010
Education
University of California, Berkeley
Economics
Wells Fargo Bank, N.A. May 2007 - Present
Wells Fargo Bank January 2009 - May 2009
Wells Fargo Bank May 2007 - January 2009
Education
University of California, Berkeley 2003 — 2007
Economics
University of California, Berkeley - Walter A. Haas School of Business 2003 — 2007
Bachelor of Science, Business Administration
San Leandro High School
Wells Fargo Bank August 2014 - Present
Wells Fargo Bank December 2011 - July 2014
Wells Fargo Bank July 2011 - December 2011
Wells Fargo Bank July 2008 - July 2011
Wells Fargo Bank May 2007 - September 2007
Vector Marketing June 2004 - August 2004
Skills
Commercial Banking, Valuation, Portfolio Management, Credit, Financial Modeling, Banking, Loans, Investments, Finance, Business Development, Credit Risk, Competitive Analysis, Credit Analysis, Financial Analysis, Underwriting, Management, Financial Services, Treasury Management, Commercial Lending, Financial Risk, Analysis, Financial Structuring, Mergers & Acquisitions
Education
University of California, Berkeley - Walter A. Haas School of Business 2004 — 2008
Bachelor of Science, Business Administration
Wells Fargo Bank July 2005 - Present
Education
UC Berkeley 1990 — 1995
Legal Studies
Wells Fargo Bank 1993 - 2002
Education
University of California, Berkeley 1983 — 1988
BS, Mechancial Engineering
Baker & McKenzie January 2010 - Present
Legal Aid Society Employment Law Center March 2008 - May 2009
Wells Fargo Bank February 2005 - July 2006
Skills
Commercial Litigation, Litigation, Trade Secrets, Competition Law, Criminal Law, Legal Research, Legal Writing, Litigation Support, Fraud
Education
University of California, Hastings College of the Law 2007 — 2009
J.D.
University of San Diego School of Law 2006 — 2007
University of California, Berkeley
B.A.
Wells Fargo Home Mortgage December 2013 - Present
Wells Fargo Home Mortgage November 2011 - December 2013
Wells Fargo Bank August 2009 - June 2012
Skills
Mortgage Lending, Loans, Credit, Banking, Mortgage Servicing, Mortgage Banking, Loss Mitigation, Finance, FHA, Foreclosures, Credit Analysis, Residential Mortgages, Underwriting, VA loans, Loan Servicing, Risk Management, Loan Modifications, Default
Education
UC Berkeley Extension 2009 — 2011
Teaching English as a Second Language (TESL), Phonology, Grammar, Intercultural Communication, Accent Reduction
University of California, Berkeley
English
US Bank October 2012 - April 2014
Wells Fargo Bank May 1996 - May 2012
Skills
Risk Management, Leadership, Process Improvement, Financial Services, Analysis, Insurance, Banking, Financial Risk, Due Diligence
Education
The University of Chicago
Bachelor of Arts (B.A.), Music
University of California, Berkeley
Master of Arts (M.A.), Music
Wells Fargo Bank November 2000 - Present
Education
University of California, Berkeley 1991 — 1993
MS, Industrial Engineering & Operations Research
University of Chicago 1987 — 1990
BS, Mathematics
Wells Fargo Bank May 2011 - Present
Wells Fargo June 2005 - April 2011
Skills
Customer Service, Product Management, Product Development, Product Strategy, Customer Relations, Business Analysis, Strategic Planning, Product Marketing, Cross-functional Team..., Agile, Business Strategy, Product Requirements, Requirements Analysis, Process Improvement, Payments, E-commerce, Product Life Cycle..., Banking, Team Building, Requirements Gathering, Business Requirements, SDLC, Excel, Analysis, Problem Solving, User Experience, Credit Cards, Risk Management, Analytics, Financial Services, Vendor Management, Portfolio Management, Agile Methodologies
Education
UC Berkeley
US Bancorp Investments November 2011 - August 2013
Merrill Lynch March 2007 - November 2011
Wells Fargo Bank June 2001 - May 2006
Bank of America November 1976 - June 2001
Skills
Wealth Management, Series 7, Investment Advisory, Investment Management, Bonds, Long-term Care, Options, Equities, Variable Annuities, Life Insurance, Roth IRA, Asset Management, Investments, ETFs, High Net Worth..., 401k Rollovers, Retirement, Mutual Funds, Series 63, Series 65, Portfolio Management
Education
University of California, Berkeley 2011 — 2011
Generational Wealth Transfer
American University 2010 — 2011
Investments and Securities
University of Washington 1970 — 1972
Business/Finance