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
Worldpay November 2013 - March 2015
Wells Fargo January 2013 - November 2013
The Permanente Federation via MSquared Consulting 2011 - 2012
Wells Fargo Bank February 2006 - September 2009
Wells Fargo 2004 - 2006
Wells Fargo Bank 2002 - 2004
Impower 2000 - 2002
Casper's 1997 - 1997
Skills
Analytics, Banking, Financial Services, Loans, Relationship Management, Credit, Business Analysis, Vendor Management, Strategic Planning, Leadership, Finance, Project Management, Financial Risk, Account Management, Marketing, Business Strategy, Strategy, Consulting, Microsoft Office, Portfolio Management, Analysis, Management, Marketing Strategy, Marketing Communications, Brand Management, Corporate Branding, Branding & Identity, Branding Experience, Branding Ideas, Digital Marketing, Product Marketing, Email Marketing, Online Marketing, Direct Marketing, Client Development, Client Liaison, Manage Client..., Client Relations Skills, Client Co-ordination, Client Presentation, Project Planning, Project Delivery, Campaign Management, Campaign Strategies, Online Campaign..., Campaign Monitor, Budgets, Social Networking, CRM, Risk Management
Education
University of California, Santa Barbara 1998 — 2000
Bachelor of Arts (BA)
University of California, Davis 1999 — 1999
Wells Fargo Bank January 2011 - Present
AT&T Mobility July 2006 - May 2010
Best Buy July 2005 - July 2006
Skills
Computer Literate, Microsoft Excel, Microsoft Word, Coaching, Sales Management, Higher Education, Banking, Management, Customer Service, Team Leadership, Consumer Lending, Social Media
Education
UC Davis 2003 — 2008
Bachelor's degree, Economics
SnapFiesta Inc. March 2012 - Present
Wells Fargo Bank 2008 - January 2012
Wells Fargo Advisors 2008 - 2012
Skills
Financial Services, Loans, Credit, Mortgage Lending, Banking, Small Business Lending, Commercial Lending, Credit Analysis, Consumer Lending, Series 7, Commercial Banking, Loan Origination, Portfolio Management, Series 63, Investments
Education
UC Davis 2002 — 2007
History, Economics
Wells Fargo Securities September 2011 - Present
Wells Fargo June 2008 - September 2011
Wells Fargo Bank July 2006 - June 2008
Skills
Accounting, Finance, Financial Analysis, Risk Management, Financial Modeling, Banking, Financial Reporting, Strategic Financial...
Education
University of California, Davis
B.A.
Back Office Admin Solutions - BOAS January 2014 - Present
Wells Fargo Bank June 2011 - December 2012
Wells Fargo Bank March 2007 - May 2010
Kreuzberger/Associates March 2005 - February 2007
Mellon Financial Corporation September 2000 - April 2004
Chanin Capital Partners October 1994 - August 2000
Skills
Financial Analysis, Account Reconciliation, Accounting, Variance Analysis, General Ledger, Payroll, Budgets, Financial Statements, Investments, Process Improvement, Corporate Finance, Strategic Financial..., Financial Reporting, Bookkeeping, Financial Planning, Finance
Education
University of California, Davis
BA
MUFG Americas November 2012 - Present
Wells Fargo Bank August 2009 - October 2011
Wells Fargo October 2004 - June 2009
Wells Fargo 2009 - 2009
FAL Enterprises 1994 - 2004
Charles Schwab 1991 - 1994
Education
Graduate School Retail Bank Managment 2006 — 2009
POST GRADUATE, Retail Bank Management
University of California, Davis
Bachelor of Arts, Economics
Nelson Technology March 2015 - Present
FinancialForce.com March 2014 - February 2015
Bluewolf [Mondo] June 2012 - February 2014
JPMorgan Chase November 2011 - June 2012
Wells Fargo Bank August 2006 - November 2011
Skills
Credit, Banking, Small Business Lending, Loans, Fixed Income, Strategic Financial..., Technical Recruiting, Recruiting, Technical Staffing, Risk Management, Internet Recruiting, Sales, Customer Service, Human Resources, Business Networking, Team Building, Staffing Services, Executive Search, College Recruiting, Talent Acquisition, Cold Calling, Building Relationships, Relationship Management, Leadership, Sales Management, Business Analysis, Analysis, Screening, General Awesomeness, Applicant Tracking..., Resume Writing, Cloud Computing, Screening Resumes, Temporary Placement, Coaching, SDLC, Agile Methodologies, Team Management, Interviews, Training, Contract Recruitment, Business Development, Insurance, Permanent Placement, Process Improvement, Benefits Negotiation, Finance, CRM, Account Management, Temporary Staffing
Education
University of California, Davis
B.A.
Wells Fargo February 2013 - Present
Northwestern Mutual March 2012 - February 2013
Union Bank June 2010 - April 2012
Citibank 2006 - 2010
Wells Fargo Bank 2004 - 2006
CUTCO Cutlery 1999 - 2001
Skills
Strategic Planning, Relationship Management, Series 6, Series 63, Small Business Lending, Consumer Lending, SBA, Cash Management, Life Insurance, Strategic Financial..., Finance, Loan Origination, Risk Management, Due Diligence, Coaching, Series 7, Team Leadership
Education
University of California, Davis 1999 — 2002
BA, Psychology
California Sate University of Fresno
Wells Fargo May 2013 - Present
Wells Fargo Bank July 2005 - May 2013
Wells Fargo June 2004 - July 2005
Wells Fargo May 2001 - June 2004
Wells Fargo December 1998 - May 2001
Skills
Data Analysis, Process Improvement, Business Requirements, Microsoft SQL Server
Education
University of Phoenix 2012 — 2014
Bachelor of Science (BS), Information Technology
University of California, Davis 1995 — 2000
Bank of Southern California February 2008 - Present
First Business Bank, N.A. March 2006 - February 2008
First Republic Bank October 2002 - February 2006
First National Bank of San Diego 1998 - 2002
Wells Fargo Bank 1992 - 1997
Skills
Banking, Credit, Commercial Lending, Loans, SBA, Commercial Mortgages, Small Business Lending, Commercial Banking, Mortgage Lending, Financial Services, Finance, Leadership, Management, Credit Analysis, Financial Analysis, Small Business, Due Diligence, Credit Risk, Underwriting, Branch Banking, Lines Of Credit, Portfolio Management, Team Building, Risk Management, Retail Banking, Financial Risk, Loan Origination
Education
University of California, Davis 1988 — 1992
B.S., Agricultural and Managerial Economics
Cabrillo Hight School
Carrington Property Services January 2015 - Present
Freddie Mac September 2008 - Present
CES Premier Real Estate Services, Inc. May 2001 - Present
CES Premier Real Estate Services, Inc. January 2001 - Present
The Mortgage Network-CES, Inc. 2000 - May 2005
BANK OF AMERICA April 1999 - July 2001
Bank of America May 1997 - June 1999
First Interstate Bank July 1996 - July 1997
First Interstate Bank July 1996 - July 1997
Wells Fargo Bank January 1993 - June 1996
Skills
Contract Writing, Real Estate, REO, Foreclosures, Contract Negotiation, Asset Management, Asset Disposition, Asset Managment, Selling, Real Estate Transactions, Asset, Investors, Finance, Short Sales, Sellers, Buyers, Property, Portfolio Management, First Time Home Buyers, Investment Properties, Listings, HUD, Single Family Homes, Real Property, Relocation, Commercial Real Estate, Buyer Representation, Residential Homes, Condos, Brokerage, Real Estate Economics, Referrals, FHA, Loss Mitigation, SFR, 1031 Exchanges, Income Properties, Townhomes, New Home Sales, Move Up Buyers, Luxury, Agents, New Homes, Relocation Buyers, Property Management, Real Estate Financing, ABR, Vacation Homes, Default, Mortgage Lending
Education
University of California, Davis 1987 — 1992
BS, TEXTILE AND CLOTHING
University of California, Davis 1987 — 1992
BS, MARKETING
HaydenTanner, LLC 2000 - Present
Bridger Commercial Funding 1998 - 2000
Bank of America 1992 - 1998
Wells Fargo Bank 1985 - 1992
Skills
Due Diligence, Sustainability, Green Building, Sustainable Architecture, Sustainability Appraisal, Environmental Awareness, Sustainable Development, Economic Development, Sustainable Business, Corporate Social..., Commercial Real Estate, Entrepreneurship, Real Estate, Energy Policy, Business Strategy, Real Estate Development, Sustainability..., Real Estate Financing, Strategic Planning, Real Estate Economics, Feasibility Studies, Redevelopment, Cleantech, Environmental Policy, Land Use Planning, Economics, Land Use, Climate Change, Energy Efficiency, LEED
Education
University of San Francisco 1985 — 1986
MBA, Finance & Management
University of California, Davis 1980 — 1984
BS, Managerial Economics
Ford Motor Company July 2014 - Present
Panasonic April 2014 - June 2014
Target September 2013 - March 2014
Bright Horizons April 2012 - September 2013
Wells Fargo Bank July 2008 - February 2009
Skills
Proactive self-starter, Microsoft Excel, Multi Tasking, Customer Service, Outlook, Microsoft Office, Communication Skills, Cross-functional Team..., Time Management, Organization, Sales Management, Educational Leadership, Curriculum Design, Differentiated...
Education
University of California, Davis 2006 — 2011
Bachelor of Arts, Communication
University of California, Davis 2006 — 2011
Bachelor of Arts, Sociology-Organizational Studies
University of California, Davis 2006 — 2011
Minor, Human Development
Wells Fargo Home Mortgage July 2014 - Present
Relay For Life of Salinas September 2013 - August 2014
Wells Fargo Home Mortgage February 2012 - June 2014
Wells Fargo Home Mortgage January 2011 - February 2012
Wells Fargo Bank November 2006 - December 2010
Skills
Fundraising, PowerPoint, Microsoft Office, Community Outreach, Microsoft Excel, Microsoft Word, Mortgage Lending, Customer Service, Event Management, Loans, Team Leadership, Volunteer Management, Social Media, Public Speaking, Banking
Education
University of California, Davis 2001 — 2005
Human Development
Wells Fargo Bank February 2006 - Present
Wachovia Bank July 2008 - October 2010
Skills
Small Business Lending, Commercial Lending, Banking, Commercial Banking, Treasury Management, Asset Based Lending, Credit Analysis, Loans, Underwriting, Credit, Cash Management, Portfolio Management, Cash Flow, Financial Analysis, Risk Management, Small Business, Real Estate, Customer Relations, Refinance, Commercial Mortgages, Lines Of Credit
Education
University of California, Davis 1995 — 2000
BA, International Business & Economics
studio40 LLC March 2011 - Present
Wells Fargo Bank August 2010 - March 2013
JPMorgan Chase December 2008 - June 2009
Bank of America October 2002 - August 2007
Skills
Coaching, Banking, Sales, Leadership, Sales Management, Risk Management, Retail Banking, Selling, Loans, Customer Service, Analysis, Finance
Education
University of California, Davis 2005 — 2008
Bachelors of Science, Business Management; Psychology
VITEK Mortgage Group July 2013 - Present
PaZa Vineyard & Winery December 2013 - Present
The Mice Groups October 2010 - July 2013
Wells Fargo Bank June 2010 - October 2010
Sugar Bowl Ski Resort November 2009 - May 2010
University of California, Davis 2005 - 2009
Skills
Technical Recruiting, Staffing Services, Excel, Microsoft Excel, Recruiting, Sales, Human Resources, Temporary Placement, Training, Contract Recruitment
Education
University of California, Davis 2005 — 2009
BA, Economics
Lincoln High
National Mortgage Insurance 2012 - Present
Bank of the West 2009 - 2012
Irwin Home Equity 2000 - 2009
Irwin Home Equity 2000 - 2006
Wells Fargo bank 1996 - 1999
Citibank 1987 - 1996
National Semiconductor 1982 - 1985
Skills
Governance, Economic Capital, Recoveries, Credit, Credit Risk
Education
University of California, Berkeley, Haas School of Business 1985 — 1987
M.B.A., General Management
University of California, Berkeley, Haas School of Business 1978 — 1982
B.S., Marketing, Finance and Real Estate
Wells Fargo February 2013 - Present
Wells Fargo February 2013 - February 2014
Wells Fargo May 2011 - February 2013
Wells Fargo July 2007 - May 2011
Wells Fargo June 2005 - June 2007
Wells Fargo Bank October 2004 - May 2005
Wells Fargo Bank November 2003 - September 2004
Skills
Financial Analysis, Pricing, Finance, Budgets, Leadership, Microsoft Excel, Credit, Process Improvement, Customer Service, Banking, Training, Retail, Excel, Budgeting
Education
University of California, Davis 1999 — 2003
BS, Managerial Economics 2003
Miramonte
Wells Fargo Bank July 2011 - Present
Wells Fargo Bank January 2007 - June 2011
Wells Fargo Bank May 2004 - January 2007
UC Berkeley February 2005 - July 2005
Cal Corps Public Service Center August 2001 - May 2003
Skills
Finance, Strategy, Loans, Credit, Management, Mergers & Acquisitions, Marketing, Portfolio Management, Start-ups, Business Development, Mergers, Leadership, Financial Risk, CRM, Real Estate, Sales
Education
University of California, Berkeley - Walter A. Haas School of Business 2001 — 2005
B.S., Business Administration
Wells Fargo Bank March 2005 - December 2005
Wells Fargo Bank 1986 - 1992
Skills
PowerPoint, Outlook, Strategic Planning, Windows, Budgets, Retail Banking, Retail Sales, Customer Service, Microsoft Office, Financial Analysis, Lines Of Credit
Education
University of California, Davis 1972 — 1976
Bachelor of Arts (B.A.), History, Graduated with Honors
University of California, Davis 1972 — 1976
Bachelor of Arts (B.A.), History, Graduated with Honors
Placer High School, Auburn, CA 1968 — 1972
High School Diploma (with Honors), College/University Preparatory and Advanced High School/Secondary Diploma Program
Sutter Health- Sutter Care at Home June 2012 - Present
Premium Heating and Air Conditioning, Inc. August 2010 - June 2012
GlaxoSmithKline Pharmaceuticals April 2001 - August 2010
Abbott Laboratories April 1998 - April 2001
Abbott Laboratories January 1994 - April 1998
Wells Fargo Bank January 1990 - January 1994
Skills
Pharmaceutical Sales, Marketing, Sales, New Business Development, Leadership, Sales Operations, Sales Management, Training, Marketing Strategy, Internet, Hospitals, Market Analysis, Strategic Planning, Market Planning, Selling Skills, Business Development, Diabetes, Management, Team Building
Education
University of California, Davis
B.S., Managerial Economics
Silicon Valley Bank, SVB Financial Group July 2013 - Present
Wells Fargo Bank May 2012 - June 2013
Wells Fargo 2005 - April 2012
Skills
Credit, Loans, Small Business Lending, Wealth Management, Underwriting, Investments, Consumer Lending, Commercial Lending, Banking, Financial Analysis, Credit Analysis, Commercial Banking, Mortgage Lending, Portfolio Management, Sales, Loan Origination, Asset Managment, Lines Of Credit, Cash Management, Treasury Management, Relationship Management, Finance, Commercial Mortgages, Financial Services, Credit Risk, Retail Banking, Merchant Services, Private Banking, Cross Selling, Deposits, Refinance, Strategic Financial..., Banking Relationships
Education
University of California, Davis 2007 — 2010
Bachelor's Degree, Economics
Geyserville High
Bank of the West September 2013 - Present
Wells Fargo Bank June 2007 - December 2012
Skills
Banking, Credit, Commercial Banking, Retail Banking, Mortgage Lending, Portfolio Management, Risk Management, Customer Service
Education
University of California, Davis 1993 — 1995
Bachelor's degree, Biology/Biological Sciences, General
Bank of America Merrill Lynch February 2010 - Present
Umpqua Bank March 2005 - November 2009
Tri Counties Bank March 2003 - March 2005
Wells Fargo Bank July 2001 - March 2003
NorthPoint Communications 2000 - 2001
IBM October 1996 - March 2000
IBM October 1994 - September 1996
Skills
Commercial Lending, New Business Development, Commercial Banking, Small Business Lending, Loans, Credit, Asset Based Lending, Lines Of Credit, Credit Analysis, Commercial Mortgages, Treasury Management, Relationship Management, Cash Management, Investments, Investment Properties, Team Leadership, SBA, Risk Management, Banking, Sales, Business Development, Leadership, Mortgage Lending, Portfolio Management, Loan Origination, Finance, Financial Services, Credit Risk, Cross Selling, Financial Structuring, Asset Management, Private Banking, Credit Cards, Strategic Financial..., Financial Risk, Merchant Services, Real Estate Financing, Real Estate Economics, Deposits, Corporate Finance, Cash Flow Lending, Funding, Wealth Management, Commercial Real Estate, Valuation, Financial Modeling, Cash Flow, Wealth Management..., Private Equity, Brokerage
Education
Pacific Coast Banking School Class of 2009 2007 — 2009
Graduate, Banking
University of California, Davis - Graduate School of Management 2002 — 2004
Masters of Business Administration., Marketing / Human Resources
University of California, Davis 1988 — 1992
B.S., Psychology
Wells Fargo January 2015 - Present
Wells Fargo November 2012 - December 2014
Wells Fargo Bank September 2007 - November 2012
Skills
Credit Analysis, Strategic Planning, Banking, Credit, Loans, Financial Analysis, Underwriting, Commercial Lending, Commercial Banking, Portfolio Management
Education
University of California, Davis 1988 — 1992
Bachelor of Arts (B.A.), International Relations / Economics; Chinese Minor
Square July 2014 - Present
Oracle July 2012 - July 2014
Union Bank September 2009 - August 2012
Wells Fargo Bank May 2008 - August 2009
Skills
Sales, Financial Analysis, Banking, Customer Relations, New Business Development, Microsoft Word, Team Leadership, Software Sales, Team Building, Business Intelligence, Business Intelligence..., Microsoft Office, Research, Economics, Excel, Investments, PowerPoint, Word, Teamwork, Retail, Customer Service, SaaS, Oracle E-Business Suite, Oracle Applications, Oracle BIEE, Essbase, Business Analysis, Credit, Microsoft Excel, Management, Licensing Negotiations, Entrepreneurship, Marketing, Start-ups, Finance, Sales Management, Analysis, Salesforce.com, Portfolio Management, CRM, Sales Presentations
Education
University of California, Davis 2006 — 2008
Bachelor, Economics
Wells Fargo Bank, N.A. January 2015 - Present
Wells Fargo Bank January 2011 - December 2014
Wells Fargo Bank February 1999 - December 2010
Skills
Credit, Loans, Treasury Management, Finance, Trade Finance, Relationship Management, Cash Flow, Working Capital..., Commercial Lending, Credit Analysis, Commercial Banking, Banking, Asset Based Lending, Portfolio Management, Financial Structuring, Financial Analysis, Financial Services, Small Business Lending
Education
University of California, Los Angeles 1994 — 1996
University of California, Berkeley - Walter A. Haas School of Business 1990 — 1994
Bachelor of Science, Business Administration
BabyCenter, a Johnson & Johnson company June 2013 - Present
BabyCenter, a Johnson & Johnson company August 2006 - May 2013
BabyCenter March 2001 - August 2006
eToys / BabyCenter September 2000 - March 2001
Wells Fargo Bank May 1999 - November 2000
TopTier Software October 1998 - May 1999
Roche Molecular Systems May 1997 - October 1998
Skills
System Monitoring, Vulnerability Management, Team Building, Datacenter Management, Virtualization, Cloud Computing, System Instrumentation, Datacenter..., Information Security, Information Privacy, Corporate Governance, Legal Compliance, Mentoring Of Staff, Privacy Policies, Network Administration, DataCenter Management, Data Privacy, Information Technology, Data Center, Risk Management, CISSP, Network Security, Perl, Project Management, Agile Methodologies, SaaS, Strategy, Leadership, System Administration, Solaris, Servers, Firewalls, Start-ups, Mobile Devices, Management, Mobile Applications, Integration, Testing, VPN, Infrastructure, Computer Security, Networking, Security, Enterprise Software, Vendor Management
Education
University of San Francisco 2007 — 2009
M.S., Information Systems
University of California, Davis 1994 — 1997
B.S., Microbiology
Self Employed January 2013 - Present
Self Employed October 2012 - Present
A Plus Immersion School September 2012 - Present
Wells Fargo Bank October 2011 - August 2012
Cornerstone Academy October 2011 - April 2012
Starlight Christian Preschool August 2011 - September 2011
Conference Center March 2010 - June 2011
Freeborn Hall April 2009 - June 2011
Willett Elementary School January 2010 - June 2010
Patwin Elementary School September 2008 - January 2009
Skills
Customer Service, Teaching, Curriculum Design, Time Management, Public Speaking, Behavioral Modeling, Music Education, Student Development, Sales, PowerPoint, Classroom, Microsoft Word, Microsoft Office
Education
San Francisco State University 2013 — 2015
Master's degree, Early Childhood Education and Teaching
University of California, Davis 2007 — 2011
Bachelor of Art, Communication and Music; Minor of Chinese
New York Life Insurance Company November 2011 - Present
Altria Sales & Distribution March 2005 - September 2011
Wells Fargo Bank January 2001 - January 2004
Skills
Financial Analysis, Leadership, Sales, Retail, Training, CRM, Direct Sales, Portfolio Management, Sales Operations, Accounting, Customer Service, Cross-functional Team..., Forecasting, Sales Management, Life Insurance, Competitive Analysis, Pricing
Education
University of California, Davis
Bachelor of Science, Managerial Economics
Wells Fargo Bank January 1999 - Present
Wells Fargo Bank 2002 - 2003
Skills
Credit, Commercial Banking, Treasury Management, Portfolio Management, Analysis, Financial Analysis, Banking, Loans, Underwriting, Real Estate, Credit Analysis, Wealth Management, Commercial Lending
Education
University of California, Davis 1996 — 1998
BA, Economics
Wells Fargo Bank November 2011 - Present
AT&T May 2010 - November 2011
Charles Schwab February 2000 - February 2010
Periphonics (now part of Nortel) September 1998 - November 2000
Education
University of California, Davis 1993 — 1998
Bachelor of Science, Computer Science
University of Idaho, Boise January 2014 - Present
N/A 1998 - Present
Ben Bridge Jeweler 2006 - 2011
Hadassah 2003 - 2006
Hadassah 2000 - 2003
Wells Fargo Bank 1994 - 1995
Wells Fargo Bank 1991 - 1994
ALZA Corporation 1988 - 1991
ALZA Corporation 1986 - 1988
Skills
Retail, Luxury Goods, Fashion, Customer Service, Merchandising, Microsoft Office, Marketing Strategy, Jewelry, Microsoft Excel, Social Media, Sales Management, Sales, Marketing, Public Relations, Visual Merchandising
Education
University of California, Berkeley - Walter A. Haas School of Business 1988 — 1991
Master of Business Administration (MBA)
The University of Michigan 1978 — 1981
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
YP September 2014 - Present
Softonic March 2014 - August 2014
ZOZI July 2012 - February 2014
MetLife September 2010 - February 2012
Mechanics Bank January 2010 - August 2010
Wells Fargo Bank August 2008 - January 2010
Wells Fargo PCS August 2007 - August 2008
Law Offices, Reiser Group November 2006 - June 2007
Skills
Salesforce.com, Outlook, Online Marketing, Online Advertising, PowerPoint, Google Docs, DoubleClick for..., Online Publishing, Google Analytics, comScore, Microsoft Excel, Digital Marketing, Account Management, Marketing, Social Media, Sales, Management, Time Management, Customer Service, Strategic Partnerships, Marketing Strategy, Social Media Marketing, Advertising, Business Development
Education
University of California, Davis
Bachelor of Arts, International Relations
Silicon Valley Bank November 2010 - October 2011
Wells Fargo Bank December 2009 - November 2010
United Commercial Bank February 2009 - December 2009
Achievo Corporation August 2008 - February 2009
Wells Fargo Bank February 2007 - August 2008
Wells Fargo Bank July 1999 - February 2007
PricewaterhouseCoopers LLP 1996 - 1999
Education
University of California, Berkeley - Walter A. Haas School of Business
BS
Slalom Consulting August 2015 - Present
Slalom Consulting March 2012 - July 2015
Wells Fargo Bank 2011 - March 2012
Wells Fargo Internet Services Group 2008 - 2011
Wells Fargo Internet Services Group 2004 - 2008
Wells Fargo Internet Services Group 2001 - 2004
Wells Fargo Bank 1999 - 2001
Bank of America Interactive Banking Division 1995 - 1999
Bank of America Consumer Lending Division 1989 - 1995
Skills
Marketing solutions, Marketing Automation, Marketing Technologies, Database Marketing, User Adoption, User Experience, Change Management, Process Improvement, Unica, Aprimo, Epiphany, Interaction Advisor, Microstrategy, SDLC, RFP, MRM, Lean Sigma, Campaign Optimization, Marketing, Web Marketing, Team Building, Multi-channel Marketing, Strategy, Six Sigma, Management, Leadership, Direct Marketing, Web Analytics, Product Management, Strategic Planning, Program Management, Digital Marketing, Analytics, Data Warehousing, Segmentation, Integrated Marketing, Business Process, Analysis, CRM
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA
University of California, Los Angeles
BA, Music
Citi November 2006 - Present
Fisher Investments February 2003 - June 2006
Wells Fargo Bank January 2000 - August 2002
Skills
Hedge Funds, Series 7, Derivatives, Equities, Capital Markets, Portfolio Management, Securities, Alternative Investments, Prime Brokerage
Education
University of California, Davis 1997 — 2002
BS, Managerial Economics, Minor: Computer Information Systems
Wells Fargo Bank October 2010 - Present
Crest View LLC January 2000 - March 2010
Skills
Investments, Commercial Lending, Finance, Banking, Treasury Management, Risk Management, Business Development, Insurance
Education
University of Southern California - Marshall School of Business 1988 — 1990
MBA, Finance
University of California, Davis 1980 — 1984
BA, Economics
US Bank May 2012 - Present
First Bank May 2005 - December 2011
Citibank September 2004 - May 2005
Washington Mutual, Inc. May 2002 - August 2004
California Bank & Trust 1999 - 2001
Wells Fargo Bank 1992 - 1995
Skills
Small Business Lending, Banking, Portfolio Management, Financial Analysis, SBA Lending, Commercial Real Estate..., Commercial Banking, Real Estate, SBA, Commercial Mortgages
Education
University of California, Davis 1989 — 1992
BS, Economics
Sustainable Apparel Coalition April 2015 - Present
South America January 2015 - March 2015
Environmental Defense Fund December 2011 - December 2014
Environmental Defense Fund December 2011 - April 2013
Net Impact May 2011 - November 2011
Wells Fargo Bank 2010 - 2011
Skills
Sustainability, Corporate Social..., Program Management, Non-profits, Project Management, Nonprofits, Event Planning, Climate Change, Leadership, Public Speaking, Microsoft Office, Training, Renewable Energy, Business Development, Salesforce.com, Strategic Planning, Energy Efficiency, Management, Strategic Communications, Economics, LEED Green Associate, LEED
Education
University of California, Davis 2006 — 2010
Economics and International Relations
Wells Fargo Bank May 2008 - Present
Wells Fargo Bank May 2002 - May 2008
Skills
Loans, Commercial Real Estate, Portfolio Management, Banking, Commercial Lending, Credit Analysis, Credit, Mortgage Lending, Loan Origination, Credit Risk, CMBS, Commercial Mortgages, Underwriting, Commercial Banking, Investments, Mortgage Banking, Risk Management, Small Business Lending
Education
Sacramento Entrepreneurship Academy 1989 — 1990
Certificate, Entrepreneurship/Entrepreneurial Studies
University of California, Davis 1986 — 1990
BA
Fisher Investments November 2014 - Present
Chapman Cubine Adams + Hussey November 2011 - November 2014
Wells Fargo Bank December 2008 - November 2011
Wells Fargo Bank August 2002 - December 2006
Providian Financial September 1994 - August 2002
Skills
Direct Marketing, Direct Mail, Integrated Marketing, Online Marketing, Database Marketing, Multi-channel Marketing, Marketing Communications, Email Marketing, Digital Marketing, Online Advertising, Management, Marketing Strategy, Analytics, Social Media Marketing, Lead Generation
Education
University of California, Davis 1989 — 1993
B.A., Sociology - Organizational Studies
Virgin Blue October 2010 - Present
Virgin America April 2009 - Present
Backroads March 2008 - March 2009
Google July 2007 - July 2008
BB Divers, Koh Chang, Thailand July 2006 - June 2007
Wells Fargo Bank February 2004 - May 2006
Education
University of California, Davis 2000 — 2004
B.S., Biological Sciences w/ Emphasis in Medical Microbiology
Wells Fargo Bank February 2001 - Present
Icon MediaLab October 1999 - January 2001
IBM Global Services June 1997 - September 1999
Education
University of California, Davis 1995 — 1997
BS, Computer Science
Eureka Payments May 2010 - Present
Moneris Solutions, Inc. November 2008 - March 2010
Humboldt Merchant Services March 2003 - November 2008
Humboldt Bank Merchant Services 1993 - 2003
Wells Fargo Bank May 1989 - February 1993
Skills
Contributing writer for..., Contributing writer for..., Electronics, Payment Card Processing, Electronic Payments, Credit Cards, Debit Cards, Merchant Services, Payments, Payment Systems, Payment Services, Payment Gateways, Mobile Payments, Acquiring, Banking, Strategic Partnerships, E-payments, POS, Merchant Acquiring, B2B, Relationship Management, Sales Management, Direct Sales, Strategy, Gift Cards, Payment Industry, ACH, Fraud, Expert Witness, Sales, Loans, Leadership, Selling, Payment Cards, Management, Team Leadership, Team Management, Credit, E-commerce, Direct Marketing, Loyalty Programs, Mobile Commerce, Executive Management, Financial Risk, Financial Services, PCI DSS, Transaction Processing, Cards, Portfolio Management, Customer Acquisition
Education
University of Washington 1996 — 1998
Graduate School of Banking, Banking
graduate school 1990 — 1996
Masters, Business Administration
University of California, Davis 1984 — 1988
BS, Managerial Economics
Placer Capital LLC June 2006 - Present
Placer Financial Group LLC June 1996 - Present
Newcastle Elementary School District 2009 - 2010
Business and Professional Bank 1994 - 1996
Wells Fargo Bank 1983 - 1987
Skills
Loans, Commercial Lending, Credit Analysis, Banking, Underwriting, Real Estate, Investments, Financial Analysis, Small Business Lending, Portfolio Management, Investment Properties, Finance, Small Business, Due Diligence
Education
University of California, Berkeley, Haas School of Business 1982 — 1983
M.B.A., Finance, Real Estate
University of California, Davis 1975 — 1979
B.S. with Honors, Plant Science
Rose International December 2014 - Present
Key Plays Consulting Inc. 2009 - 2015
Wells Fargo/Client the Ascent Services Group 2014 - December 2014
Bank of the West 2013 - July 2014
Sutter Health 2013 - 2013
Rose International 2012 - November 2012
Blue Shield of California 2012 - 2012
Wells Fargo Bank June 2010 - November 2011
Dolby Laboratories 2008 - November 2008
Charles Schwab February 1996 - July 2008
Skills
Project Management..., Business Process..., Content Management and..., Software Project..., Risk Management, Communications Writing, Business Change..., Collaborative Problem..., Quality Standards..., Quality Control, Project Management, Program Management, Change Management, Management, Vendor Management, Process Improvement, SDLC, Project Portfolio..., Team Leadership, Resource Management, PMP, SharePoint
Education
University of California, Davis
B.S.
Kaybus, Inc. March 2015 - Present
Recommind June 2012 - March 2015
CaseCentral (acquired by Guidance Software) May 2008 - June 2012
Wells Fargo Bank 2004 - 2008
Financial Engines Inc. 1998 - 2004
Merrill Lynch 1997 - 1998
Barclays Global Investors 1996 - 1997
Skills
SaaS, Product Management, Cloud Computing, Analytics, Strategy, Start-ups, Cross-functional Team..., Software Project..., Business Analysis, Product Development, Management, Program Management, Product Marketing, Software Development, Leadership, Business Strategy, Project Management, Enterprise Software, Business Development, E-commerce, Process Improvement, Business Requirements
Education
University of California, Davis 1991 — 1996
BA, Sociology, Economics
Wells Fargo Bank April 2009 - Present
WaMu October 2006 - October 2008
Skills
Wealth Management, Private Banking, Banking, Series 7, Investments, Loans, Mortgage Lending, Retirement Planning, Credit, Portfolio Management, Commercial Banking, Asset Allocation, Commercial Lending, Strategic Financial..., Retail Banking, Equities, Credit Analysis, Consumer Lending, Small Business Lending, Asset Management, Lines Of Credit
Education
UC Davis 2001 — 2004
Economics
Contra Costa County Office of the Sheriff August 2011 - Present
Liz Culley, ADD Coach January 2002 - August 2011
Contra Cost County Office of Education December 2008 - 2010
University of Phoenix May 2005 - December 2008
Wells Fargo Bank July 1988 - October 1994
Mrs. Fields Cookies June 1984 - June 1987
Skills
Adolescents, Business Development, Editing, Educational Leadership, Enrollment Management, Leadership, Management, Public Speaking, Student Affairs, Time Management, Training, Coaching, Customer Service, Teaching, Team Building, Strategic Planning, Leadership Development
Education
University of California, San Diego 2010 — 2010
criminal thinking/motivational interviewing
University of Phoenix 2006 — 2008
MBA, Business
University of Phoenix 2006 — 2006
Leadership Development
University of California, Davis 1979 — 1981
BS, Human Development
University of California, Riverside 1976 — 1979
Human Development
Urban Realty Services August 2012 - Present
Wells Fargo Bank May 2010 - August 2012
Skills
Real Estate, Residential Properties, Commercial Sales and..., Financing, Processing Tentative..., Negotiating Land Deals
Education
University of California, Davis 1980 — 1984
Economics, Marketing/Finance
Bank of America December 2012 - March 2015
RF Biocidics June 2014 - September 2014
River City Bank May 2012 - December 2012
Wells Fargo Bank November 2010 - February 2012
Bank of America March 2008 - February 2010
Bank of America November 2007 - March 2008
Education
UC Davis Graduate School of Management 2012 — 2015
Master of Business Administration (MBA), Marketing and Strategy
University of California, Davis 2004 — 2007
Bachelors of Arts, Economics
RE/MAX May 2015 - Present
Tytanium Ideas Inc March 2013 - Present
Fusion Real Estate Solutions August 2013 - May 2015
Aero Haven/ Ridgepoint Elementary November 2004 - May 2015
Twin Rivers Unified School District November 2003 - May 2015
Elite Landscaping October 2007 - September 2010
Image Nuvo March 2004 - February 2007
International Educational Experience: Escuela Mayatan August 2004 - November 2004
Wells Fargo Bank February 1998 - October 1998
City of Davis March 1996 - February 1998
Skills
Curriculum Development, Curriculum Design, Educational Technology, Classroom, Classroom Management, Educational Leadership, Teaching, Teacher Training, Tutoring, Differentiated..., Lesson Planning, Staff Development, Nonprofits, Leadership Development
Education
UC Davis 1996 — 2000
Spanish Language Teacher Education
Oakmont High school
Wells Fargo Bank December 2013 - Present
California Bank & Trust November 2010 - December 2013
US Bank Equipment Finance September 2006 - November 2010
Citibank January 2004 - January 2005
Skills
Commercial Lending, Commercial Banking, Asset Based Lending, Credit, Loans, Credit Analysis, Portfolio Management, Lines Of Credit, Asset Management, Banking, Capital Markets, Cash Management, Commercial Mortgages, Consumer Lending, Small Business Lending
Education
University of California, Davis
Bachelor's degree, Double major Economics and Communication
Sutter Roseville Medical Center 2015 - Present
Mercy San Juan Medical Center January 2015 - March 2015
Wells Fargo Bank October 2010 - January 2013
Wells Fargo Bank October 2006 - October 2010
JCPenney November 2004 - March 2007
Skills
Microsoft Excel, Banking, PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Social Networking, Time Management, Management, Data Entry, Teamwork, Public Speaking, Leadership
Education
Samuel Merritt University 2013 — 2015
Master of Science (MS), Nursing
University of California, Davis 2005 — 2010
Biochemistry and Molecular Biology, Science
UCSF Medical Center December 2014 - Present
Brown & Toland Physicians April 2014 - December 2014
CHS @ Google May 2013 - April 2014
Kaiser Permanente Hospital May 2011 - May 2013
Kaiser Permanente Hospital - Regional Headquarters November 2010 - May 2011
Wells Fargo Bank September 2008 - August 2010
Abraham Lincoln High School September 2002 - June 2006
Skills
Customer Service, Microsoft Word, Access, Leadership, Microsoft Excel, Social Media, Microsoft Office, Project Management, Outlook, Public Health, Management, Healthcare Management, Data Entry, Training, PowerPoint, Community Outreach, Nonprofits, Public Speaking, Critical Thinking, Office Management, Research, Social Networking, Event Planning, NextGen, Health Connect, Mainframe, Public Administration, Event Management, Epic Systems, Strategy, Citrix, EPIC, Medical Ethics, Managed Care, HIPAA, Medical Compliance, Medical Terminology, Lotus Notes, 60+ wpm, Travel Management, Interviews, Mental Health, Medical Billing, EMR, Conflict Resolution, Data Analysis, Presentation Development, Executive Calendar..., Medical Coding, ICD-10
Education
Keller Graduate School of Management 2012 — 2015
Masters in Public Administration (MPA), Healthcare
University of California, Davis 2006 — 2010
Bachelor of Arts (BA), Women & Gender Studies
Abraham Lincoln High School 2002 — 2006
Diploma
Twilio Inc. July 2015 - Present
StubHub June 2010 - July 2014
Deem, Inc. January 2009 - September 2009
Rearden Commerce January 2008 - December 2008
Wells Fargo Bank August 2006 - November 2007
Morgan Stanley Financial January 2005 - June 2005
Securities Investment Group June 2004 - September 2004
Skills
Business Development, Analytics, Analysis, Product Management, Web Analytics, Business Analysis, Data Analysis, Strategy, Management, Marketing, Forecasting, Leadership, Microsoft Office
Education
University of California, Davis
Bachelor of Science, Managerial Economics
Leland High School
Sustainability in Review January 2013 - Present
Blue Shield of California August 2013 - February 2014
Blue Shield of California June 2013 - August 2013
lululemon athletica December 2012 - January 2013
Starbucks October 2011 - August 2012
Wells Fargo Bank July 2010 - October 2011
American Pig Brand, Inc. January 2009 - May 2009
Sycamore Associates, LLC June 2000 - May 2005
Skills
Logo Design, Event Planning, Fundraising, Facebook, Public Speaking, Microsoft Office, Press Releases, Public Relations, Letterhead, Social Media, Photoshop, Editing, Inspiring People, Creative Problem Solving, Team Leadership, People Skills, Customer Service, Strategy, Leadership, Marketing Communications, Management, Blogging, Project Management, Marketing
Education
University of California, Davis 2012 — 2014
Master of Business Administration (M.B.A.), Marketing
University of California, San Diego 2006 — 2009
Bachelor's degree, History
Union Bank August 2013 - Present
Fremont Bank September 2012 - July 2013
Wells Fargo Bank November 2011 - May 2012
Wells Fargo Bank June 2010 - October 2011
Wells Fargo Financial January 2007 - June 2010
Wells Fargo Financial April 2004 - December 2006
Pittsburgh Pirates June 1993 - August 1997
Skills
Mortgage Lending, Consumer Lending, Loans, Loan Origination, Mortgage Banking, Credit, Sales Management, Banking, Sales, Cross Selling, Refinance, Underwriting, FHA, Customer Service, Cold Calling, Account Management, Strategic Planning, Profit, Coaching, Recruiting, Management, Finance, Financial Analysis, Portfolio Management, Business Development, Commerical Banking, Risk Management, Program Management, Situational Leadership, Team Building, Community Outreach, Corporate Communications, Strategic Sourcing, Onboarding, Commercial Banking, Financial Services, Credit Analysis, Relationship Management, Training, Direct Sales, Small Business Lending, Commercial Lending, Branch Management, Retail Banking, Lines Of Credit, Residential Mortgages, Credit Risk, Mortgage Underwriting
Education
UC Berkeley Haas School of Business 2000 — 2003
BS - Haas School of Business, Bussiness Management
International Market Centers December 2013 - Present
Mandarin Oriental Hotel Group June 2013 - October 2013
Caesars Palace December 2011 - June 2013
Aria @City Center January 2011 - January 2012
Wells Fargo Bank October 2009 - June 2011
Aria Hotel and Casino (Citycenter) December 2009 - January 2011
Skills
Hospitality, Event Planning, Customer Service, Word, Gaming, Microsoft Word, Event Management, Data Analysis, Hotels, Leadership, Time Management, Customer Satisfaction, Sales, Restaurants, Microsoft Excel, PowerPoint, Social Media, Hospitality Industry, Team Building, Outlook, Account Management, Marketing, Sales Management, Management
Education
The International School of Hospitality 2011 — 2011
(Art of Concierge), Concierge
The International School of Hospitality 2010 — 2011
Certificate, Conference Management and Event Planning
University of California, Davis 2004 — 2009
Bachelors of Arts in Asian American Studies and Communication, Asian American Studies and Communicaions
Wells Fargo May 2014 - Present
Wells Fargo September 2011 - May 2014
Wells Fargo Bank April 2010 - October 2011
Wells Fargo Bank January 2009 - June 2010
Wells Fargo Bank September 2008 - January 2009
Wells Fargo September 2005 - September 2008
Skills
Credit Analysis, Portfolio Management, Commercial Banking, Venture Capital, Loans, Credit, Financial Analysis, Commercial Lending, Banking, Investments, Underwriting, Treasury Management, Valuation, Cash Flow Lending, Risk Management, Start-ups
Education
University of California, Davis 2003 — 2006
BS, Economics
Redwood 1986 — 2000
Western Health Advantage January 1998 - February 2012
Sacramento Area Human Resources Association January 2010 - December 2011
Omni Health Care January 1993 - December 1997
Talofa Concrete January 1987 - January 1993
Wells Fargo Bank January 1974 - January 1987
Skills
Employee Relations, Workforce Planning, Onboarding, Talent Acquisition, Benefits Design, Employee Benefits, HRIS, HR Policies, Performance Management, Deferred Compensation, Applicant Tracking..., Recruiting, Benefits Administration, Talent Management, Succession Planning, FMLA, College Recruiting, Affirmative Action, Interviews, Personnel Management, Training, Payroll, Human Resources, New Hire Orientations, Temporary Placement, Job Descriptions, Compensation & Benefit, Employee Handbooks, Labor Relations, Industrial Relations, EEO, Taleo, Employee Engagement, Job Fairs, Employment Law, Job Analysis, Hiring, I-9 Compliance
Education
University of California, Davis 1997 — 1999
Human Resources Management & Development, Human Resources
William Neff High School 1965 — 1968
Union Bank November 2010 - Present
Wells Fargo Bank 2008 - 2010
Wells Fargo Bank 2008 - 2010
ADP 2008 - 2008
San Francisco Newspaper Company 2005 - 2008
Education
University of California, Davis 2000 — 2008
Bachelors, English
Dickenson, Peatman & Fogarty August 2008 - Present
Shartsis Friese, LLP September 2007 - August 2009
Wells Fargo Bank October 1998 - July 2004
Education
University of California, Davis - School of Law 2004 — 2007
J.D.
University of California, Davis 1993 — 1997
B.S., Managerial Economics
Yodlee May 2013 - January 2015
Bank of the West December 2011 - May 2013
Wells Fargo Bank July 2007 - July 2011
Bryco Funding October 2006 - April 2007
Alliance Bancorp December 2005 - August 2006
Provident Funding Associates L.P. March 2005 - December 2005
Morgan Stanley September 2002 - June 2003
Skills
Business Development, Sales, Financial Services, Sales Management, Strategy, Banking, Sales Presentations, Solution Selling, Mobile Technology, Salesforce.com, Start-ups, Financial Analysis, Leadership, Sales Operations, B2B, Forecasting, Finance, Negotiation, Data Analysis, Market Research, Technology, B2B software, APIs, Wealth Management..., Start-up Consulting, Databases, Data Aggregation, Big Data Analytics, Small Business..., Cloud Applications, Enterprise Software, hadoop, Data Migration, Small Business Lending, Corporate Finance
Education
University of California, Davis
Bachelor's Degree, Economics and History
Los Gatos High
ABM Industries August 2013 - Present
Zarc Recycling, LLC July 2010 - May 2012
Sharp Electronics November 2009 - July 2010
D&B 2001 - July 2008
3com 1999 - 2001
Wells Fargo Bank 1999 - 2000
Skills
Start-ups, Purchasing, Branding & Identity, Customer Satisfaction, Consulting, New Business Development, Account Management, Direct Sales, Business Development, Sales Management, B2B, CRM, Project Management, Project Planning, Solution Implementation, Program Implementation, Document Management, Technical Documentation, ISO 14001, Computer Recycling, Corporate Social..., Identity Management, Data Analysis, Data Warehousing, Data Mining, Client Intake, Sales, Program Management, Salesforce.com, Management, Go-to-market Strategy, Change Management, Sales Operations, Solution Selling, Sales Process, Leadership, SaaS, Lead Generation, Contract Negotiation, Team Leadership, Marketing Strategy
Education
University of California, Davis 1994 — 1999
BS, Managerial Economics
Integral Development Corporation July 2013 - Present
Salesforce.com November 2010 - June 2013
Visa Inc March 2010 - November 2010
Wells Fargo Bank April 2009 - March 2010
Barclays Global Investors May 2001 - March 2009
Currenex 2000 - 2001
Instill Corporation 1999 - 2000
Skills
Product Management, Agile Project Management, Agile Methodologies, Software Project..., SDLC, Management, Business Analysis, Project Management, Quality Assurance, Program Management, Software Development, Business Intelligence, Enterprise Software, Requirements Gathering, Business Process..., Project Portfolio..., Cloud Computing, Requirements Analysis, PMO, PMP, SOA, XML, IT Management, Databases, Java, Enterprise Architecture, SaaS, IT Strategy, Integration, Team Leadership, SQL, Software Development..., Team Management, Portfolio Management, Leadership, Business Process, Solution Architecture, CRM, E-commerce, Cross-functional Team..., Scrum, Strategic Planning
Education
University of California, Berkeley - Walter A. Haas School of Business
Bachelor of Business Administration (B.B.A.), Finance, Economic Analysis
Wells Fargo April 2014 - Present
Wells Fargo Bank April 2005 - March 2014
Wells Fargo November 1998 - March 2005
Wells Fargo July 1989 - October 1998
Skills
Banking, Business Analysis, Coaching, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Cross Selling, Customer Service, Finance, Financial Analysis, Financial Services, Investments, Loans, Management, Mortgage Banking
Education
University of California, Davis - Graduate School of Management 1992 — 1994
Master of Business Administration (M.B.A.), Finance, Accounting and Management Information Systems
University of California, Davis 1988 — 1992
Bachelor's Degree, Mathematics and Economics
Contractor - Wells Fargo September 2014 - July 2015
SView February 2011 - February 2012
Publicis Modem May 2010 - December 2010
Contractor - First Republic Bank July 2008 - December 2009
Dreamerz Foods January 2008 - July 2008
BankServ August 2005 - September 2007
Wells Fargo Bank April 2004 - August 2005
Skills
SDLC, Project Management, Quality Assurance, Software Documentation, CRM, Training, Salesforce.com, Management, Team Management
Education
University of California, Davis 1999 — 2001
BA
Wells Fargo Bank Chief Technology OfficerWells FargoAugust 2012 - Present
Wells Fargo 1992 - Present
Knowledge First 2000 - 2001
Skills
SDLC, Vendor Management, Banking, Enterprise Architecture, IT Strategy, Web Development, Visio, Integration, Business Analysis, Risk Management, Organizational..., IT Management, Business Intelligence, Software Project...
Education
University of California, Davis 1988 — 1992
Wells Fargo Bank February 2005 - Present
Wells Fargo Bank June 2001 - February 2005
Wells Fargo Bank 1998 - 2001
Wells Fargo Bank 1992 - 1998
Wells Fargo Bank 1990 - 1992
Skills
Finance, Financial Risk, Investments, Commercial Banking, Management, Financial Modeling, Financial Analysis, Portfolio Management, Securities, Credit, Banking, Credit Analysis
Education
University of California, Berkeley, Haas School of Business 1988 — 1990
MBA, Finance
University of California, Davis 1982 — 1985
BS, Biochemistry
Cottonwood
Excel Mortgage Solutions June 2008 - Present
Investors Trust Mortgage Corporation 1999 - 2008
Westamerica Bank 1996 - 1999
Wells Fargo Bank 1989 - 1997
Education
University of California, Davis 1986 — 1989
Bachelor of Arts, Psychology
LifeHouse San Jose March 2007 - March 2013
Emmanuel Convalescent Hospital December 2003 - March 2007
Wells Fargo Bank July 1991 - October 1999
Skills
Healthcare, Management, Nutrition, Menu Development, Policy
Education
University of California, Davis
BS, Dietetics
Wells Fargo April 2005 - Present
Wells Fargo Bank 1995 - Present
Wells Fargo June 2002 - April 2005
Education
University of California, Davis 1990 — 1994
Wells Fargo Bank October 2007 - Present
Tuttle Risk Management Services July 2002 - October 2007
Grant Thornton LLP August 1998 - May 2000
Skills
Fixed Income, Capital Markets, Portfolio Management, Bonds, Credit Analysis, Finance, Investments, Healthcare Industry, Financial Modeling, Financial Analysis, Valuation, Credit, Financial Risk, Analysis, Derivatives, Due Diligence, Trading, Financial Services, Risk Management, Equities, Bloomberg, Corporate Finance
Education
University of California, Berkeley - Walter A. Haas School of Business 2000 — 2002
Master of Business Administration (MBA), Finance, General
University of Michigan 1992 — 1996
B.S., Economics
Wells Fargo October 2010 - Present
Wells Fargo Bank 2012 - 2015
Wells Fargo Bank 2012 - 2015
Wells Fargo Bank 2012 - 2015
Wells Fargo October 2008 - October 2010
Wells Fargo January 2006 - October 2008
Wells Fargo April 2004 - January 2006
Endymion Systems Inc. (Wells Fargo Bank) October 2000 - April 2004
Skills
Forecasting, Finance, Financial Analysis, Financial Modeling, Process Improvement, Financial Reporting, Strategy, Variance Analysis, Analysis, Management, Accounting, Budgets, Project Planning, Data Analysis, Auditing
Education
University of California, Davis 1991 — 1993
Amgen September 1998 - Present
Wells Fargo Bank February 1989 - July 1997
Wells Fargo 1989 - 1997
Skills
Sales Operations, Forecasting, Analysis, Rheumatology, Pharmaceutical Industry, Marketing, Sales, Oncology, Biotechnology, Team Management, Pharmaceutical Sales, Biopharmaceuticals, Product Launch, Cross-functional Team..., Management, Sales Effectiveness, Strategy, Medical Devices, Life Sciences, Leadership, Sales Management, Healthcare
Education
University of California, Davis 1984 — 1988
Bachelor's degree, Economics
Wells Fargo September 2014 - Present
Wells Fargo Bank September 2000 - Present
Wells Fargo September 1996 - August 2000
Wells Fargo August 1994 - August 1996
Wells Fargo Bank September 1989 - August 1994
Wells Fargo Bank September 1987 - August 1989
Skills
Commercial Lending, Commercial Banking, Crop Budgeting &..., Strategic Risk Analysis..., Investments, Commercial Real Estate, Credit Analysis, Banking, Portfolio Management, Underwriting, Mortgage Lending, Credit Risk, Risk Management, Relationship Management, Cash Management, Commercial Mortgages, Lines Of Credit, Financial Risk, Loan Origination, Finance, Credit
Education
Western Agricultural Credit School 1998 — 1999
Certificate of Graduation, Agricultural Credit
University of California, Davis 1982 — 1987
BS, Agricultural Economics
Wells Fargo Bank September 2011 - Present
Wells Fargo August 2007 - December 2011
Abercrombie & Fitch 2006 - 2007
Annie's Deli 2004 - 2005
Oakland Technology Exchange 1998 - 2001
Skills
Customer Service, Banking, Data Analysis, Microsoft Excel, Asset Allocation, PowerPoint, Strategic Financial..., Microsoft Office, Relationship Management, Financial Analysis, Project Management, Portfolio Management, Outlook, Wealth Management, Investments, Mutual Funds, Sales, Training, Leadership, Product Management
Education
University of California, Davis 2001 — 2006
Bachelor's degree, International Relations and World Trade and Development
UC Berkeley Extentions
Personal Financial Planning
Bank Of America 2008 - 2008
Impac Warehouse Lending Group, Inc. 2002 - 2005
Impac Warehouse Lending Group, Inc. 2002 - 2005
Impac Warehouse Lending Group, Inc. 2002 - 2005
Wells Fargo Bank 2001 - 2002
Wells Fargo Bank 2001 - 2002
Wells Fargo Bank 2001 - 2002
Wells Fargo Bank 2001 - 2002
Education
University of California, Davis 2001 — 2006
Wells Fargo November 2013 - Present
Wells Fargo January 2013 - November 2013
Wells Fargo Bank June 1998 - January 2013
Allied Insurance February 1997 - May 1998
Firemans Fund Insurance Company September 1987 - 1997
General Dynamics August 1984 - October 1987
Skills
Call Center, Visio, SDLC, Business Analysis, Process Improvement, Banking, Risk Management, CTI, Genesys, Integration, IVR, Business Process..., Requirements Analysis, SharePoint, Vendor Management, Business Intelligence, Requirements Gathering, Call Centers, CRM
Education
University of California, Davis 1980 — 1984
BS, Agricultural and Managerial Economics
Wells Fargo November 2013 - Present
Union Bank July 2012 - November 2013
Wells Fargo Bank May 2007 - July 2012
First NLC 2006 - 2007
Accredited Home Lenders 2004 - 2006
River City Bank 2003 - 2004
Skills
Credit, Loans, Banking, Mortgage Lending, Underwriting, Mortgage Banking, Loan Origination, FHA, Financial Analysis, Credit Analysis, Small Business Lending, Finance, Wealth Management, Retirement Planning
Education
University of California, Davis 2001 — 2003
BA, Economics
Sharp Capital Management October 2005 - Present
Providian Financial 1994 - 1999
Wells Fargo Bank 1991 - 1994
Education
University of California, Berkeley - Walter A. Haas School of Business 1989 — 1991
MBA, Finance
National Institute of Technology Karnataka, Surathkal 1978 — 1983
Bachelor of Science (BS), Electrical Engeneering
Wells Fargo Bank February 2010 - Present
Wells Fargo Bank March 2007 - February 2010
Cushing & Gan Optometry January 2005 - February 2007
Skills
Mortgage Banking, Vendor Management, Financial Analysis, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Social Media
Education
University of California, Davis 1999 — 2004
Bachelor of Science, Nutrition Science
WFB, Wealth Management 2008 - Present
Wells Fargo Bank April 1998 - Present
Wells Fargo 1998 - Present
Education
University of California, Berkeley, Haas School of Business 1996 — 1998
Intuit April 2010 - October 2012
Wells Fargo Bank July 2005 - April 2009
Skills
Marketing Strategy, Product Marketing, Competitive Analysis, Marketing Communications
Education
University of California, Davis
Achieva Credit Union July 2012 - Present
Wells Fargo July 2011 - July 2012
Wells Fargo Bank May 2010 - July 2011
Wells Fargo November 2008 - April 2010
Wells Fargo November 2006 - April 2010
Bankers Life and Casualty April 2006 - November 2006
Skills
Retirement Planning, Small Business Lending, Loan Origination, Loans, Credit, Banking, Life & Health Insurance..., Retail Banking, Consumer Lending, Fixed Annuities, Investments, Financial Services, Wealth Management, Relationship Management, Training, Refinance, Financial Advisory, Cross Selling, Employee Training, Credit Cards, Lines Of Credit
Education
University of Phoenix 2009 — 2011
MBA
University of California, Davis 2002 — 2006
B.A., Poltical Science & Economics
DTZ August 2014 - Present
Cornish & Carey Commercial January 2010 - July 2014
Wells Fargo April 2009 - January 2010
City National Bank 2006 - 2008
Wells Fargo Bank 2005 - 2006
Skills
Real Estate, Microsoft Office, Credit, Banking, Customer Relations
Education
University of California, Davis 1997 — 2001
BS, Managerial Economics
Wells Fargo Bank August 2014 - February 2015
Palo Alto Unified School District February 2013 - May 2014
Skills
Government, Policy, Public Policy, Project Management, Public Speaking, Microsoft Excel, Microsoft Office, Research, Program Management, Community Outreach, Analysis, Change Management, Business Analysis, Nonprofits, PowerPoint, Management, SDLC
Education
University of California, Davis 1986 — 1988
Master of Business Administration (MBA), Information Technology
University of California, Davis 1982 — 1986
Bachelor of Science (BS), Economics
Wells Fargo April 2013 - October 2013
Gap Inc./Gap Inc. Direct March 2012 - April 2013
The North Face February 2012 - March 2012
Wells Fargo Bank November 2008 - August 2011
Landscaping and Gardening Services January 2004 - June 2006
Skills
Financial Analysis, Financial Reporting, Finance, Project Management, Financial Modeling, Business Analysis, Accounting, Budgets, Oracle, SAP, Data Analysis, Project Planning, Project Portfolio..., Project Finance, Microsoft Office, Microsoft Excel, Clarity, Annual Reports, Accruals, Account Reconciliation, Data Management
Education
University of California, Davis 2002 — 2007
Bachelors of Science, Managerial Economics
Wells Fargo Bank February 2015 - Present
Umpqua Bank's Home Lending Division June 2013 - Present
Chase July 2010 - June 2013
Wachovia Bank/World Savings June 1981 - October 2008
Skills
Leadership, Mortgage Lending, Loans, Mortgage Banking, Credit, Loan Origination, Banking, FHA, Underwriting, Credit Analysis, Residential Mortgages, Small Business Lending, Financial Analysis, Investments, Loss Mitigation, Risk Management, Real Estate, FHA financing, Mortgage Underwriting, Mortgage Servicing
Education
University of California, Davis 1979 — 1983
B.S., Housing and Community Development
Founders Community Bank January 2012 - Present
Founders Community Bank November 2008 - December 2011
Pacific Capital Bancorp July 2007 - October 2008
Wells Fargo April 2003 - July 2007
Wells Fargo Bank 2005 - 2007
UC Davis 1993 - 1998
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Loans, Loan Origination, Credit, Underwriting, Banking, Lines Of Credit, Relationship Management, Portfolio Management, Commercial Mortgages, Cash Management, Investments, Risk Management, Credit Risk, Asset Managment, Private Banking, Consumer Lending
Education
University of California, Davis 1993 — 1998
BA
Wells Fargo Bank May 2009 - Present
Wells Fargo 2009 - Present
Wachovia Bank March 2006 - May 2009
JPMorgan Chase February 1998 - March 2006
J.P. Morgan/Bank One 1998 - 2006
Wells Fargo Bank August 1983 - August 1989
Education
University of Southern California 1980 — 1982
MBA, Real Estate Finance
University of California, Davis 1973 — 1977
BS, Environmental Planning and Management
Sterling Savings Bank May 2013 - Present
Wells Fargo Bank February 2010 - May 2013
Wells Fargo Bank November 2007 - February 2010
Wells Fargo Financial November 2006 - November 2007
Skills
Credit Analysis, Underwriting, Loans, Portfolio Management, Banking, Credit Risk, Mortgage Lending, Loan Origination, Mortgage Banking, Commercial Mortgages, Risk Management, Finance, Corporate Finance, Relationship Management
Education
University of Tennessee at Martin 2011 — 2012
Master of Business Administration (M.B.A.), Banking and Financial Support Services
University of California, Davis 2004 — 2006
B.S., Managerial Economics
HSBC Private Bank August 2013 - Present
First Republic Bank February 2012 - Present
Citi Private Bank January 1996 - February 2012
Wells Fargo Bank 1988 - 1995
Skills
Bloomberg, Analysis, Access, Financial Modeling, Risk Management, Financial Analysis, Finance, Strategic Financial..., Business Analysis, Valuation, Alternative Investments, Fixed Income, Microsoft Excel, Hedge Funds, Capital Markets, Derivatives
Education
University of California, Davis
BA, Languages
Wells Fargo Bank 2010 - Present
Education
University of California, Davis
Choicelunch September 2011 - Present
Levi Strauss & Co. June 1997 - June 2003
Wells Fargo Bank June 1992 - May 1997
Skills
Strategy, Strategic Planning, Strategic Financial..., Project Management, Business Strategy, Financial Services, Team Building, Account Management, Management, Start-ups
Education
Haas School of Business, UC Berkeley 1999 — 2001
MBA, Finance
UC Davis 1988 — 1992
B.S., Economics
PRESIDIO BANK January 2009 - Present
WELLS FARGO BANK October 2007 - November 2008
GREATER BAY BANCORP May 2006 - October 2007
GREATER BAY BANCORP April 2005 - May 2006
COMERICA BANK September 2004 - April 2005
AV COMPUTER CENTER January 2004 - August 2004
FRIENDS OF THE ANTELOPE VALLEY FAIR, INC June 2003 - January 2004
50th DISTRICT AGRICULTURAL ASSOCIATION June 1999 - January 2004
Skills
Leadership, Commercial Lending, Banking, Asset Based Lending, Loans, Credit Analysis, Business Development, Portfolio Management, Credit, Small Business Lending, Cash Management, Commercial Mortgages, Treasury Management, Financial Analysis, Underwriting, Lines Of Credit
Education
UC Davis
Bachelor of Science, Managerial Economics
Wells Fargo February 2013 - Present
Wells Fargo Bank November 2004 - Present
Skills
Banking, Portfolio Management, Financial Services, Credit, Treasury Management
Education
University of California, Davis
BA, Economics
Morgan Stanley 2014 - Present
Wells Fargo Bank 2013 - 2014
Wells Fargo 2012 - 2013
Wells Fargo 2010 - 2012
Wells Fargo 2008 - 2010
Wells Fargo 2006 - 2008
Skills
Investments, Asset Allocation, Series 7, Wealth Management, Credit, Commercial Lending, Asset Management, Retirement Planning, Relationship Management, Wealth Management..., Treasury Management, Corporate Finance, Private Banking, High Net Worth...
Education
University of California, Davis 2000 — 2004
BA, Political Science
First National Bank of Northern California September 2012 - May 2013
Hertz June 2012 - September 2012
Wells Fargo Bank June 2006 - March 2012
DPS construction & Engineering January 2004 - December 2005
SkyWest Airlines January 2002 - September 2003
Skills
82% Customer..., Banking, Customer Service, Windows, TCP/IP, Java, Linux, C++, Unix, Team Leadership, Sales, Leadership, Call Center, Mortgage Lending, Finance, Cross Selling, Credit, Retail Banking, Relationship Management, Team Building
Education
University of California, Davis 1994 — 2000
Computer Engineering
Livingston High School 1990 — 1994
High School Diploma
Wells Fargo January 2014 - Present
Wells Fargo International July 2011 - December 2013
Wells Fargo Bank September 2008 - June 2011
Skills
Finance, Credit Analysis, Analysis, Underwriting, Banking, Portfolio Management, Credit, Financial Modeling, Financial Analysis, Commercial Banking, Loans, Credit Risk, Capital Markets, Commercial Lending, Financial Services, Investments, Treasury Management, Corporate Finance, Risk Management, Fixed Income
Education
University of California, Berkeley, Haas School of Business 2015 — 2018
Master of Business Administration (M.B.A.), 1st year MBA student
Wells Fargo Wholesale University - Credit Management Training Program 2011 — 2011
Graduate, Credit Analysis, Underwriting, Projection, and Modeling
University of Michigan 2004 — 2008
Bachelor of Arts (B.A.), Economics
Monte Vista High School 2000 — 2004
Umpqua Bank September 2006 - Present
nickmecklenburg.com August 2011 - Present
Foothill Highlands Rotary Club September 2007 - Present
Wells Fargo Bank April 1997 - August 2006
Education
ITT Technical Institute 2000 — 2002
Computer Networking, Technology
University of California, Davis 1992 — 1995
Economics
lululemon athletica June 2015 - Present
Moksha Life Center December 2014 - Present
lululemon athletica July 2014 - Present
SoulCycle October 2014 - June 2015
Grey San Francisco November 2013 - June 2014
Venables Bell and Partners April 2013 - November 2013
Venables Bell and Partners October 2012 - April 2013
lululemon athletica May 2012 - October 2012
Philanthro Productions January 2011 - May 2012
Wells Fargo Bank September 2010 - May 2012
Skills
Social Media, Facebook, Advertising, Marketing, Wordpress, Twitter, Spanish, Research, Publicity, Leadership, Blogging, Event Planning, Social Networking, Social Media Marketing, Microsoft Office, Public Speaking, PowerPoint, Public Relations, Tumblr, Management, Customer Service, Event Management, Community Outreach, Writing, Fundraising
Education
University of California, Davis 2005 — 2010
BA, Communication & Spanish
Saint Ignatius College Preparatory 2001 — 2005
HS Diploma
Juma Ventures May 2015 - Present
Juma Ventures May 2013 - Present
Juma Ventures January 2013 - May 2013
Juma Ventures January 2012 - December 2012
Juma Ventures January 2011 - December 2011
Juma Ventures May 2010 - December 2010
Wells Fargo Bank December 2009 - July 2010
UC Davis June 2007 - September 2009
Skills
IDA administration, Financial Literacy..., Payroll Services, HR Policies, Youth Development, Nonprofits, Fundraising, Community Outreach, Microsoft Excel, Program Development, Volunteer Management, Community Organizing, Youth Mentoring, Grant Writing, Program Evaluation
Education
University of California, Davis 2005 — 2009
BA, International Relations and Chinese
XIFIN, Inc. May 2015 - Present
Hotwire September 2010 - August 2013
Wells Fargo Bank May 2006 - September 2010
Tideworks Technology January 2005 - April 2006
RealNetworks 2004 - 2005
Skills
SDLC, Agile Methodologies, Unix, Integration, Software Development, Enterprise Architecture, Linux, Shell Scripting, Solaris, SQL, Perl, MySQL, Java, Cloud Computing
Education
University of California, Davis 1995 — 1997
Math, Computer Science
Wells Fargo Bank August 2010 - Present
Skills
Leadership, SDLC, Business Intelligence, Business Requirements, CRM
Education
University of California, Davis 1990 — 1994
Economics
Westside Transplant -Transplant Services Group October 1998 - Present
Wells Fargo Bank April 1981 - October 1998
Skills
Strategic Planning, Customer Relations, P&L, Budgeting, Customer Service, Sales Management, Negotiation, Team Building, Profitability, Credit, Inventory Management, Operations Management, Purchasing, Forecasting, Business Strategy, Budgets, Microsoft Excel, New Business Development
Education
University of California, Davis 1976 — 1980
BS Ag. Mgt., minor in Plant Science
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
Bank of the West 2013 - Present
Wells Fargo Bank March 2011 - August 2012
RE/MAX Gold October 2010 - February 2011
University of California, Davis September 2009 - June 2010
United Commercial Bank June 2007 - September 2007
Skills
Credit Analysis, Finance, Investments, Portfolio Management, Financial Analysis, Underwriting, Valuation, Credit
Education
University of California, Davis 2006 — 2010
B.A.
Home August 2010 - Present
Wells Fargo Bank July 1974 - August 2010
Pacific Gas and Electric Company January 1974 - June 1974
Education
University of California, Berkeley, Haas School of Business 1968 — 1973
MBA, Business Administration
CME Group March 2011 - Present
Autodesk October 2007 - March 2011
Electronic Arts 2006 - 2007
Wells Fargo Bank 2004 - 2006
ProBusiness 1994 - 2004
Age Wave, Inc. 1990 - 1994
Darnell, Kemna Company December 1989 - April 1990
Engineered Data Environments September 1987 - December 1989
Education
University of California, Davis 1976 — 1981
BS
Ernst & Young September 2010 - Present
UC Berkeley Afghan Student Association August 2009 - May 2010
Ernst & Young June 2009 - August 2009
Wells Fargo Bank March 2007 - April 2009
Round Table Pizza April 2004 - February 2007
Congressman Fortney Pete Stark June 2006 - August 2006
Skills
US GAAP, Assurance, Revenue Recognition, Data Analysis, Customer Service, CPA, Internal Audit, Tax, Access, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Financial Reporting, Auditing, Accounting, Risk Management, Financial Accounting, Project Management, Leadership, SEC Filings
Education
University of California, Berkeley, Haas School of Business 2006 — 2010
BS, Business Administration
Wells Fargo June 2011 - Present
Wells Fargo Bank May 2004 - June 2010
CUTCO Cutlery February 1997 - August 1997
Skills
Personnel Management, Business Development
Education
University of Phoenix 2002 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General, MBA
University of California, Davis 1990 — 1995
Bachelor's Degree, Psychology and Spanish, BA