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
Employee
Years
Job
Industry
Steven Normandy Steven Normandy's Wells Fargo Bank Experience August 2008 - July 2011
Job Marketing Analyst, Business Planning at UPS
Industry Logistics and Supply Chain
Experience
UPS December 2014 - Present
UPS June 2012 - November 2014
Schneider Electric July 2011 - March 2012
Wells Fargo Bank August 2008 - July 2011
Empress Group, Inc June 2006 - September 2008
United States Marine Corps May 2000 - December 2001
United States Marine Corps February 1999 - May 2000
United States Marine Corps July 1997 - February 1999
Skills
Negotiation, Logistics, Business Development, B2B, Consultative Sales..., Complex Sales, Account Executives, Sales Management..., Customer Value..., Business Analytics
Education
University of California, Los Angeles
Bachelor of Arts
UPS December 2014 - Present
UPS June 2012 - November 2014
Schneider Electric July 2011 - March 2012
Wells Fargo Bank August 2008 - July 2011
Empress Group, Inc June 2006 - September 2008
United States Marine Corps May 2000 - December 2001
United States Marine Corps February 1999 - May 2000
United States Marine Corps July 1997 - February 1999
Skills
Negotiation, Logistics, Business Development, B2B, Consultative Sales..., Complex Sales, Account Executives, Sales Management..., Customer Value..., Business Analytics
Education
University of California, Los Angeles
Bachelor of Arts
Robbin Narike Preciado Robbin Narike Preciado's Wells Fargo Bank Experience 1989 - 2010
Job Regional Executive at Union Bank
Industry Banking
Experience
Union Bank September 2011 - Present
Union Bank September 2010 - September 2011
Wells Fargo 1989 - 2010
Wells Fargo Bank 1989 - 2010
Skills
Banking, Commercial Banking, Credit, Retail Banking, Loans, Commercial Lending, Small Business Lending, Portfolio Management, Credit Analysis, Risk Management, Mortgage Lending, Consumer Lending, Relationship Management, Financial Services, Financial Analysis, Treasury Management, Private Banking, Wealth Management, Credit Risk, Loan Origination
Education
University of California, Los Angeles 1982 — 1986
Bachelor of Arts, Economics
Union Bank September 2011 - Present
Union Bank September 2010 - September 2011
Wells Fargo 1989 - 2010
Wells Fargo Bank 1989 - 2010
Skills
Banking, Commercial Banking, Credit, Retail Banking, Loans, Commercial Lending, Small Business Lending, Portfolio Management, Credit Analysis, Risk Management, Mortgage Lending, Consumer Lending, Relationship Management, Financial Services, Financial Analysis, Treasury Management, Private Banking, Wealth Management, Credit Risk, Loan Origination
Education
University of California, Los Angeles 1982 — 1986
Bachelor of Arts, Economics
Alexander Escalante Alexander Escalante's Wells Fargo Bank Experience January 2007 - Present
Job VP/Senior Private Banker at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank January 2007 - Present
Wells Fargo Bank June 2004 - January 2007
Wells Fargo Bank March 1996 - June 2004
Wells Fargo Bank November 1992 - June 1994
Wells Fargo Bank November 1987 - November 1992
Skills
Wealth Management, Asset Allocation, Financial Services, Strategic Financial..., Investment Management, Retail Banking, Commercial Banking, Banking, Investments, Commercial Lending, Credit Analysis, Loans, Credit, Wealth Management..., Portfolio Management, Small Business Lending
Education
University of California, Los Angeles 1994 — 1998
Bachelor of Science (BS), Business Administration, Finance
California State University 1993 — 1998
Bachelor of Science, Finance
Wells Fargo Bank January 2007 - Present
Wells Fargo Bank June 2004 - January 2007
Wells Fargo Bank March 1996 - June 2004
Wells Fargo Bank November 1992 - June 1994
Wells Fargo Bank November 1987 - November 1992
Skills
Wealth Management, Asset Allocation, Financial Services, Strategic Financial..., Investment Management, Retail Banking, Commercial Banking, Banking, Investments, Commercial Lending, Credit Analysis, Loans, Credit, Wealth Management..., Portfolio Management, Small Business Lending
Education
University of California, Los Angeles 1994 — 1998
Bachelor of Science (BS), Business Administration, Finance
California State University 1993 — 1998
Bachelor of Science, Finance
Monique Gasque Monique Gasque's Wells Fargo Bank Experience March 2011 - Present
Job Vice President at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank March 2011 - Present
Wells Fargo January 2009 - February 2011
Wells Fargo Bank September 2008 - January 2009
Wells Fargo Foothill June 2007 - September 2008
McGladrey Capital Markets LLC December 2004 - January 2007
Skills
Credit, Portfolio Management, Capital Markets, Asset Managment, Commercial Banking, Finance, Financial Risk, Restructuring, Analysis, Financial Modeling, Management, Investment Banking, Underwriting, Competitive Analysis
Education
UNIVERSITY OF CALIFORNIA AT BERKLEY 2009 — 2009
4.0
UNIVERSITY OF CALIFORNIA AT LOS ANGELES, Los Angeles, CA 2007 — 2007
4.0
University of California, Irvine 1999 — 2003
Bachelor of Arts (B.A.), International Relations and Affairs
Wells Fargo Bank March 2011 - Present
Wells Fargo January 2009 - February 2011
Wells Fargo Bank September 2008 - January 2009
Wells Fargo Foothill June 2007 - September 2008
McGladrey Capital Markets LLC December 2004 - January 2007
Skills
Credit, Portfolio Management, Capital Markets, Asset Managment, Commercial Banking, Finance, Financial Risk, Restructuring, Analysis, Financial Modeling, Management, Investment Banking, Underwriting, Competitive Analysis
Education
UNIVERSITY OF CALIFORNIA AT BERKLEY 2009 — 2009
4.0
UNIVERSITY OF CALIFORNIA AT LOS ANGELES, Los Angeles, CA 2007 — 2007
4.0
University of California, Irvine 1999 — 2003
Bachelor of Arts (B.A.), International Relations and Affairs
Stilwell Yang Stilwell Yang's Wells Fargo Bank Experience May 2011 - January 2012
Job Branch Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2013 - Present
San Francisco Chinese Chamber of Commerce January 1999 - Present
Wells Fargo February 2012 - March 2013
Wells Fargo Bank May 2011 - January 2012
Skills
Management, Customer Service, Community Outreach, Leadership, Banking, Strategic Financial..., Microsoft Excel, Microsoft Office, Outlook, Sales, PowerPoint, Microsoft Word, Team Building, Coaching, Teamwork, Event Planning, Risk Management, English, Loans, Consumer Lending, Credit, Windows, Data Analysis, Customer Satisfaction
Education
University of California, Davis 2003 — 2008
Bachelor of Arts, Economics and International Relations
Wells Fargo March 2013 - Present
San Francisco Chinese Chamber of Commerce January 1999 - Present
Wells Fargo February 2012 - March 2013
Wells Fargo Bank May 2011 - January 2012
Skills
Management, Customer Service, Community Outreach, Leadership, Banking, Strategic Financial..., Microsoft Excel, Microsoft Office, Outlook, Sales, PowerPoint, Microsoft Word, Team Building, Coaching, Teamwork, Event Planning, Risk Management, English, Loans, Consumer Lending, Credit, Windows, Data Analysis, Customer Satisfaction
Education
University of California, Davis 2003 — 2008
Bachelor of Arts, Economics and International Relations
Daniel Harnack's Wells Fargo Bank Experience June 2007 - October 2007
Job Senior Program Manager Markets Performance: Business Analytics at Blue Shield of California
Industry Information Services
Experience
Blue Shield of California September 2014 - Present
Mazda North American Operations December 2012 - September 2014
Deloitte Consulting July 2008 - December 2012
American Campus Communities July 2007 - June 2008
Wachovia Securities, LLC April 2005 - April 2008
Wells Fargo Bank June 2007 - October 2007
Best Buy June 2004 - December 2004
Skills
Client Service, Team Leadership, MS Office Suite, iRise, Software Project..., Executive Communications, Risk Management, Issues Management, ClearCase, Quality Center, Project Planning, Requirements Gathering, Application Design, Meeting Management, Defect Management, Presenter, Status Reporting, Proposal Writing, System Testing, User Acceptance Testing, Integration Testing, Training Documentation, Microsoft Office, Management, Management Consulting, IT Strategy, SDLC, Bridging Gaps, Program Management, Project Management, Testing, Leadership, Software Design, Excel Dashboards, Business Process..., Business Analysis
Education
University of California, Irvine 2004 — 2008
B.A., Economics
Mission Viejo High School 2000 — 2004
High School
Blue Shield of California September 2014 - Present
Mazda North American Operations December 2012 - September 2014
Deloitte Consulting July 2008 - December 2012
American Campus Communities July 2007 - June 2008
Wachovia Securities, LLC April 2005 - April 2008
Wells Fargo Bank June 2007 - October 2007
Best Buy June 2004 - December 2004
Skills
Client Service, Team Leadership, MS Office Suite, iRise, Software Project..., Executive Communications, Risk Management, Issues Management, ClearCase, Quality Center, Project Planning, Requirements Gathering, Application Design, Meeting Management, Defect Management, Presenter, Status Reporting, Proposal Writing, System Testing, User Acceptance Testing, Integration Testing, Training Documentation, Microsoft Office, Management, Management Consulting, IT Strategy, SDLC, Bridging Gaps, Program Management, Project Management, Testing, Leadership, Software Design, Excel Dashboards, Business Process..., Business Analysis
Education
University of California, Irvine 2004 — 2008
B.A., Economics
Mission Viejo High School 2000 — 2004
High School
Suraj Setlur Suraj Setlur's Wells Fargo Bank Experience June 2011 - December 2011
Job Actuarial Analyst at CSE Insurance Group
Industry Insurance
Experience
CSE Insurance Group January 2015 - Present
Fireman's Fund Insurance Company August 2012 - December 2014
Fireman's Fund Insurance Company June 2012 - August 2012
Wells Fargo Bank June 2011 - December 2011
Firemans Fund Insurance Company June 2010 - September 2010
Skills
Actuarial Science, Predictive Modeling, SAS, Actuarial Exams, Analytics, Financial Modeling, Quantitative Finance, Economics, Probability, Microsoft Office
Education
University of California, Davis 2007 — 2011
BS and BA, Statistics and Economics
CSE Insurance Group January 2015 - Present
Fireman's Fund Insurance Company August 2012 - December 2014
Fireman's Fund Insurance Company June 2012 - August 2012
Wells Fargo Bank June 2011 - December 2011
Firemans Fund Insurance Company June 2010 - September 2010
Skills
Actuarial Science, Predictive Modeling, SAS, Actuarial Exams, Analytics, Financial Modeling, Quantitative Finance, Economics, Probability, Microsoft Office
Education
University of California, Davis 2007 — 2011
BS and BA, Statistics and Economics
Ann Nguyen Ann Nguyen's Wells Fargo Bank Experience May 2004 - May 2005
Job Global Studies Manager at Genentech
Industry Biotechnology
Experience
Genentech January 2015 - Present
Genentech June 2014 - January 2015
Pharmacyclics March 2013 - May 2014
Pharmacyclics August 2011 - March 2013
Genentech August 2009 - August 2011
Allergan August 2007 - August 2009
Crummack Husbey, Inc May 2005 - June 2007
Wells Fargo Bank May 2004 - May 2005
Skills
Clinical Research, Oncology, Clinical Development, Sop, Biotechnology, Pharmaceutical Industry, Clinical Trials, Project Management, PowerPoint, Microsoft Excel, Data Entry, Customer Service, Microsoft Office, Outlook, CTMS, Data Analysis, Business Development, GCP, FDA
Education
University of California, Irvine 2000 — 2004
B.A., Sociology
Genentech January 2015 - Present
Genentech June 2014 - January 2015
Pharmacyclics March 2013 - May 2014
Pharmacyclics August 2011 - March 2013
Genentech August 2009 - August 2011
Allergan August 2007 - August 2009
Crummack Husbey, Inc May 2005 - June 2007
Wells Fargo Bank May 2004 - May 2005
Skills
Clinical Research, Oncology, Clinical Development, Sop, Biotechnology, Pharmaceutical Industry, Clinical Trials, Project Management, PowerPoint, Microsoft Excel, Data Entry, Customer Service, Microsoft Office, Outlook, CTMS, Data Analysis, Business Development, GCP, FDA
Education
University of California, Irvine 2000 — 2004
B.A., Sociology
Patrice Churchill Patrice Churchill's Wells Fargo Bank Experience November 2011 - April 2014
Job Executive Assistant to CEO at TRI Pointe Group
Industry Real Estate
Experience
TRI Pointe Group May 2014 - Present
Wells Fargo Bank November 2011 - April 2014
Irvine Company 1999 - 2011
Irvine Company 1994 - 1999
Irvine Company 1994 - 1999
Skills
Senior Executive..., C Level Assistant, Executive Assistant, Confidentiality, CXO, Administrative..., Outlook, Spreadsheets, Budgets, Calendaring, Customer Service, Kronos, Office Management, Microsoft Excel, Travel Arrangements, Microsoft Word, Human Resources, Telephone Skills, Time Management, Leadership, QuickBooks, Access, Administrative...
Education
University of California, Irvine
TRI Pointe Group May 2014 - Present
Wells Fargo Bank November 2011 - April 2014
Irvine Company 1999 - 2011
Irvine Company 1994 - 1999
Irvine Company 1994 - 1999
Skills
Senior Executive..., C Level Assistant, Executive Assistant, Confidentiality, CXO, Administrative..., Outlook, Spreadsheets, Budgets, Calendaring, Customer Service, Kronos, Office Management, Microsoft Excel, Travel Arrangements, Microsoft Word, Human Resources, Telephone Skills, Time Management, Leadership, QuickBooks, Access, Administrative...
Education
University of California, Irvine
Michael Bross Michael Bross's Wells Fargo Bank Experience August 2006 - November 2008
Job
Industry Management Consulting
Experience
Red Wing Shoe Co. August 2013 - Present
Procential Partners March 2012 - August 2013
Technisource April 2010 - October 2011
Stratam Group January 2009 - March 2010
Wells Fargo Bank August 2006 - November 2008
Wells Fargo Bank December 2003 - July 2006
Merrill Lynch 1998 - 2001
Barclays Global Investors 1997 - 1998
Watson Wyatt 1986 - 1996
Watson Wyatt Worldwide 1986 - 1996
Skills
Pensions, Retirement, Healthcare, Vendor Management, SDLC, Financial Services, Process Improvement, Program Management, Project Portfolio..., PMO, Business Analysis, Risk Management, PMP, Project Management, Portfolio Management, Change Management, CRM, Leadership, Team Leadership
Education
University of California, Los Angeles 1972 — 1974
BA
Red Wing Shoe Co. August 2013 - Present
Procential Partners March 2012 - August 2013
Technisource April 2010 - October 2011
Stratam Group January 2009 - March 2010
Wells Fargo Bank August 2006 - November 2008
Wells Fargo Bank December 2003 - July 2006
Merrill Lynch 1998 - 2001
Barclays Global Investors 1997 - 1998
Watson Wyatt 1986 - 1996
Watson Wyatt Worldwide 1986 - 1996
Skills
Pensions, Retirement, Healthcare, Vendor Management, SDLC, Financial Services, Process Improvement, Program Management, Project Portfolio..., PMO, Business Analysis, Risk Management, PMP, Project Management, Portfolio Management, Change Management, CRM, Leadership, Team Leadership
Education
University of California, Los Angeles 1972 — 1974
BA
Thomas Joseph (TJ) Lacsamana Thomas Joseph (TJ) Lacsamana's Wells Fargo Bank Experience June 1998 - November 2002
Job Human Resources Manager at Bloomingdale's
Industry Retail
Experience
Bloomingdale's April 2014 - Present
Bloomingdale's May 2013 - April 2014
Bloomingdale's May 2011 - May 2013
Bloomingdale's September 2010 - May 2011
Fred Segal Fun February 2002 - September 2010
Wells Fargo Bank June 1998 - November 2002
Skills
Merchandising, Fashion, Retail, Apparel, Trend Analysis, Inventory Management, Styling, Retail Sales, Store Management, Visual Merchandising, Trend, Event Planning, Inventory Control, Customer Service, Luxury Goods, E-commerce, Profit, Sales, Brand Development, Sales Management, Fashion Design, Team Building, Strategic Planning, Recruiting, Coaching, Competitive Analysis, Loss Prevention, Assortment, Retail Buying, Trend Forecasting, Store Operations, Fashion Buying, Driving Results, Private Label, Hiring, Employee Training, Window Displays, Wholesale, Management, Leadership
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics (Emphasis in Accounting)
Bloomingdale's April 2014 - Present
Bloomingdale's May 2013 - April 2014
Bloomingdale's May 2011 - May 2013
Bloomingdale's September 2010 - May 2011
Fred Segal Fun February 2002 - September 2010
Wells Fargo Bank June 1998 - November 2002
Skills
Merchandising, Fashion, Retail, Apparel, Trend Analysis, Inventory Management, Styling, Retail Sales, Store Management, Visual Merchandising, Trend, Event Planning, Inventory Control, Customer Service, Luxury Goods, E-commerce, Profit, Sales, Brand Development, Sales Management, Fashion Design, Team Building, Strategic Planning, Recruiting, Coaching, Competitive Analysis, Loss Prevention, Assortment, Retail Buying, Trend Forecasting, Store Operations, Fashion Buying, Driving Results, Private Label, Hiring, Employee Training, Window Displays, Wholesale, Management, Leadership
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics (Emphasis in Accounting)
Justin Calabro M.A Psy, CR&M's Wells Fargo Bank Experience March 2005 - November 2005
Job Project Manager at Signtech
Industry Marketing and Advertising
Experience
Signtech March 2015 - Present
AT&T Mobility March 2014 - February 2015
UnitedHealth Group April 2013 - March 2014
Orange County Human Relations Commission March 2012 - March 2013
Bridgepoint Education July 2009 - January 2012
Enterprise Rent-A-Car February 2007 - June 2009
State of California October 2006 - December 2006
Wells Fargo Bank March 2005 - November 2005
Sprint Nextel June 2002 - November 2004
RadioShack November 1999 - May 2002
Skills
Conflict Resolution, Management, Customer Service, Recruiting, Leadership Development, Public Speaking, Sales, Policy, Mediation, Team Building, Community Outreach, Negotiation, Coaching, Nonprofits, Microsoft Office, Adult Education, Alternative Dispute..., Staff Development, Higher Education, Time Management, Private Investigations, Legal Research, Sales Management, Call Centers, Collections, Public Relations, Computer Proficiency, Inventory Management, Admissions Counseling, Records Management, MIG Welding, TIG Welding, Arc Welding, Program Management
Education
University of the Rockies 2010 — 2012
Masters of Arts, Psychology/Conflict Resolution and Mediation, 3.7
University of California, Irvine 2003 — 2006
Bachelor of Arts, International Relations/Conflict Resolution and Mediation
Point Loma High School 1997 — 2000
Diploma, General Studies, 3.5
Signtech March 2015 - Present
AT&T Mobility March 2014 - February 2015
UnitedHealth Group April 2013 - March 2014
Orange County Human Relations Commission March 2012 - March 2013
Bridgepoint Education July 2009 - January 2012
Enterprise Rent-A-Car February 2007 - June 2009
State of California October 2006 - December 2006
Wells Fargo Bank March 2005 - November 2005
Sprint Nextel June 2002 - November 2004
RadioShack November 1999 - May 2002
Skills
Conflict Resolution, Management, Customer Service, Recruiting, Leadership Development, Public Speaking, Sales, Policy, Mediation, Team Building, Community Outreach, Negotiation, Coaching, Nonprofits, Microsoft Office, Adult Education, Alternative Dispute..., Staff Development, Higher Education, Time Management, Private Investigations, Legal Research, Sales Management, Call Centers, Collections, Public Relations, Computer Proficiency, Inventory Management, Admissions Counseling, Records Management, MIG Welding, TIG Welding, Arc Welding, Program Management
Education
University of the Rockies 2010 — 2012
Masters of Arts, Psychology/Conflict Resolution and Mediation, 3.7
University of California, Irvine 2003 — 2006
Bachelor of Arts, International Relations/Conflict Resolution and Mediation
Point Loma High School 1997 — 2000
Diploma, General Studies, 3.5
Timothy Chu Timothy Chu's Wells Fargo Bank Experience April 2010 - September 2012
Job Portfolio Analytics Specialist at FactSet
Industry Investment Management
Experience
FactSet August 2014 - Present
FactSet Research Systems October 2012 - August 2014
Wells Fargo Bank April 2010 - September 2012
Apex Outsourcing Inc. May 2009 - April 2010
Northwestern Mutual August 2008 - March 2009
Skills
Notary Public, Life & Health Insurance..., Microsoft Excel, Microsoft Word, PowerPoint, Windows, Mac OS X, FactSet, Financial Modeling, Sales, Financial Services
Education
University of California, Irvine
B.A., Business Economics, Management
FactSet August 2014 - Present
FactSet Research Systems October 2012 - August 2014
Wells Fargo Bank April 2010 - September 2012
Apex Outsourcing Inc. May 2009 - April 2010
Northwestern Mutual August 2008 - March 2009
Skills
Notary Public, Life & Health Insurance..., Microsoft Excel, Microsoft Word, PowerPoint, Windows, Mac OS X, FactSet, Financial Modeling, Sales, Financial Services
Education
University of California, Irvine
B.A., Business Economics, Management
Umang Patel's Wells Fargo Bank Experience July 2008 - September 2009
Job Associate Product Owner, Digital Product Management
Industry Financial Services
Experience
Capital One July 2014 - Present
Capital One February 2014 - July 2014
Capital One February 2013 - February 2014
Verifone May 2012 - February 2013
Consumer Credit Counseling Service of San Francisco October 2010 - May 2012
Wells Fargo Bank July 2008 - September 2009
Skills
Agile Project Management, Analysis, Credit, Financial Services, Microsoft Excel, Outlook, Strategy, Customer Service, Risk Management, Auditing, Sales, Financial Risk, Loans, Financial Analysis, Finance, Accounting, Investments, Banking, Microsoft Office
Education
University of California, Los Angeles 2006 — 2008
BA, Economics
Irvington High School
Irvington High School
Irvington High School
Capital One July 2014 - Present
Capital One February 2014 - July 2014
Capital One February 2013 - February 2014
Verifone May 2012 - February 2013
Consumer Credit Counseling Service of San Francisco October 2010 - May 2012
Wells Fargo Bank July 2008 - September 2009
Skills
Agile Project Management, Analysis, Credit, Financial Services, Microsoft Excel, Outlook, Strategy, Customer Service, Risk Management, Auditing, Sales, Financial Risk, Loans, Financial Analysis, Finance, Accounting, Investments, Banking, Microsoft Office
Education
University of California, Los Angeles 2006 — 2008
BA, Economics
Irvington High School
Irvington High School
Irvington High School
Mary Le Peneyra Mary Le Peneyra's Wells Fargo Bank Experience 2007 - Present
Job AVP, Commercial Relationship Associate at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank 2007 - Present
Morgan Stanley 2000 - 2003
Skills
Investments, Banking, Loans, Portfolio Management, Credit, Series 7, Credit Analysis, Commercial Banking
Education
University of California, Irvine 1994 — 1999
B.S.
Wells Fargo Bank 2007 - Present
Morgan Stanley 2000 - 2003
Skills
Investments, Banking, Loans, Portfolio Management, Credit, Series 7, Credit Analysis, Commercial Banking
Education
University of California, Irvine 1994 — 1999
B.S.
Joseph Choi's Wells Fargo Bank Experience May 1998 - July 2001
Job President, CEO at richfunding.com, Inc.
Industry Banking
Experience
richfunding.com, Inc. November 1998 - Present
Hana Small Business Lending, Inc. January 2013 - June 2013
Commerce Bank of Temecula Valley August 2007 - September 2008
Mission Oaks National Bank October 2006 - September 2007
California Bank & Trust May 2004 - November 2006
Uniti Bank February 2006 - September 2006
Union Bank of California May 2003 - May 2004
Cornerstone Financial Services November 2002 - May 2003
Pacific Crest Bank July 2001 - October 2002
Wells Fargo Bank May 1998 - July 2001
Skills
Small Business Lending, Commercial Mortgages, Commercial Real Estate, Sales, Commercial Lending, Asset Based Lending, Loans, Portfolio Management, Commercial Banking, Credit Analysis, Investments, Real Estate Economics, Loan Origination, Credit, Real Estate Financing, Asset Managment, Capital Markets, Finance, Banking, Mortgage Lending, Funding, Private Equity, Refinance, Mergers & Acquisitions, Underwriting, Asset Management, Structured Finance
Education
University of California, Los Angeles 2007 — 2007
Certificate, Managerial Business of Entreprenuer
University of California, Irvine 1983 — 1988
BA, Fine Arts
richfunding.com, Inc. November 1998 - Present
Hana Small Business Lending, Inc. January 2013 - June 2013
Commerce Bank of Temecula Valley August 2007 - September 2008
Mission Oaks National Bank October 2006 - September 2007
California Bank & Trust May 2004 - November 2006
Uniti Bank February 2006 - September 2006
Union Bank of California May 2003 - May 2004
Cornerstone Financial Services November 2002 - May 2003
Pacific Crest Bank July 2001 - October 2002
Wells Fargo Bank May 1998 - July 2001
Skills
Small Business Lending, Commercial Mortgages, Commercial Real Estate, Sales, Commercial Lending, Asset Based Lending, Loans, Portfolio Management, Commercial Banking, Credit Analysis, Investments, Real Estate Economics, Loan Origination, Credit, Real Estate Financing, Asset Managment, Capital Markets, Finance, Banking, Mortgage Lending, Funding, Private Equity, Refinance, Mergers & Acquisitions, Underwriting, Asset Management, Structured Finance
Education
University of California, Los Angeles 2007 — 2007
Certificate, Managerial Business of Entreprenuer
University of California, Irvine 1983 — 1988
BA, Fine Arts
Tina Tran Tina Tran's Wells Fargo Bank Experience February 2005 - July 2008
Job Developer Relations at Oculus VR
Industry Internet
Experience
Oculus VR September 2015 - Present
Halfbrick November 2012 - July 2015
OpenFeint (Acquired by GREE) 2010 - 2012
Kiva.org September 2009 - January 2010
Mochi Media (Acquired by Shanda) June 2008 - 2009
Wells Fargo Bank February 2005 - July 2008
SAS EMEA HQ November 2001 - 2004
Coremetrics (Acquired by IBM) 2000 - 2001
PwC 1997 - 1999
Skills
Strategic Partnerships, Business Development, Developer Relations, Strategy, Management, Mobile Devices, Start-ups, Mobile Games, Video Games, Monetization, Mobile Applications, Entrepreneurship, iPhone, Product Management, SaaS, Analytics, Casual Games, Advertising, E-commerce, User Experience, Social Games, Marketing, Cross-functional Team..., Game Development, Online Gaming, Sales, Recruiting, Facebook, Digital Media, Leadership, Go-to-market Strategy, Product Marketing, Mobile Marketing, Product Development, Web Analytics
Education
University of California, Los Angeles
BA, Communication Studies
Oculus VR September 2015 - Present
Halfbrick November 2012 - July 2015
OpenFeint (Acquired by GREE) 2010 - 2012
Kiva.org September 2009 - January 2010
Mochi Media (Acquired by Shanda) June 2008 - 2009
Wells Fargo Bank February 2005 - July 2008
SAS EMEA HQ November 2001 - 2004
Coremetrics (Acquired by IBM) 2000 - 2001
PwC 1997 - 1999
Skills
Strategic Partnerships, Business Development, Developer Relations, Strategy, Management, Mobile Devices, Start-ups, Mobile Games, Video Games, Monetization, Mobile Applications, Entrepreneurship, iPhone, Product Management, SaaS, Analytics, Casual Games, Advertising, E-commerce, User Experience, Social Games, Marketing, Cross-functional Team..., Game Development, Online Gaming, Sales, Recruiting, Facebook, Digital Media, Leadership, Go-to-market Strategy, Product Marketing, Mobile Marketing, Product Development, Web Analytics
Education
University of California, Los Angeles
BA, Communication Studies
Nilu Kazemi Nilu Kazemi's Wells Fargo Bank Experience June 2006 - August 2006
Job Business Initiatives Manager at Wells Fargo
Industry Human Resources
Experience
Wells Fargo September 2014 - Present
Wells Fargo November 2011 - September 2014
Wells Fargo February 2008 - November 2011
Wells Fargo May 2007 - February 2008
Wells Fargo April 2005 - May 2007
Wells Fargo Bank June 2006 - August 2006
Skills
Policy, Job Analysis, Performance Appraisal, Performance Management, OFCCP, EEOC, Validation, Career Development, Stakeholder Engagement, Business Process..., Gap Analysis, Human Capital, Interviews, Situational Leadership, Change Management, Job Descriptions, Interviewing, Human Capital Strategy, Compliance Management, Stakeholder Relations, Partner Relationships, Recruitment/Retention, Diversity Strategy, Career Development..., HR Consulting, Consulting, Management Consulting, Coaching, Recruiting, Vendor Management, Leadership, Career Counseling, Management, Hiring, Onboarding, Applicant Tracking..., Talent Management, Temporary Placement, Project Management, Organizational..., Organizational..., PeopleSoft, Organizational Design, Behavioral Interviewing, Diversity, Staffing Services, Screening Resumes, HR Policies, Resume Writing, Talent Acquisition
Education
The Chicago School - Southern California - Downtown L.A. Campus 2008 — 2010
M.A., Industrial/Organizational Psychology with Specialization in Diversity Management
University of California, Irvine 2004 — 2006
B.A., Cognitive Psychology with Honors, German Studies
Wells Fargo September 2014 - Present
Wells Fargo November 2011 - September 2014
Wells Fargo February 2008 - November 2011
Wells Fargo May 2007 - February 2008
Wells Fargo April 2005 - May 2007
Wells Fargo Bank June 2006 - August 2006
Skills
Policy, Job Analysis, Performance Appraisal, Performance Management, OFCCP, EEOC, Validation, Career Development, Stakeholder Engagement, Business Process..., Gap Analysis, Human Capital, Interviews, Situational Leadership, Change Management, Job Descriptions, Interviewing, Human Capital Strategy, Compliance Management, Stakeholder Relations, Partner Relationships, Recruitment/Retention, Diversity Strategy, Career Development..., HR Consulting, Consulting, Management Consulting, Coaching, Recruiting, Vendor Management, Leadership, Career Counseling, Management, Hiring, Onboarding, Applicant Tracking..., Talent Management, Temporary Placement, Project Management, Organizational..., Organizational..., PeopleSoft, Organizational Design, Behavioral Interviewing, Diversity, Staffing Services, Screening Resumes, HR Policies, Resume Writing, Talent Acquisition
Education
The Chicago School - Southern California - Downtown L.A. Campus 2008 — 2010
M.A., Industrial/Organizational Psychology with Specialization in Diversity Management
University of California, Irvine 2004 — 2006
B.A., Cognitive Psychology with Honors, German Studies
Monica Senter, J.D. Monica Senter, J.D.'s Wells Fargo Bank Experience January 2010 - October 2013
Job Business System Consultant at Wells Fargo
Industry Telecommunications
Experience
Wells Fargo October 2013 - Present
Wells Fargo Bank January 2010 - October 2013
Wells Fargo Bank February 2008 - January 2010
Wells Fargo Bank December 2006 - February 2008
Wells Fargo Bank January 2006 - December 2006
Wells Fargo Bank June 2004 - January 2006
AsTech Consulting October 2001 - May 2004
iEnvision Technology November 2000 - September 2001
Wells Fargo Bank August 1996 - October 2000
Skills
Technical Staff..., Project Planning, Status Reporting, Project Execution, Contract Management, Requirements Gathering, Change Management, Team Leadership, Problem Solving, Time Management, Delegation, Workload Management, Technology..., Project Management, Management, Data Center, Prioritize Workload, Firewalls, Program Management, Requirements Analysis, Telecommunications, Leadership, Security, Risk Management, Team Building, Networking, Strategic Planning, Business Analysis, Vendor Management, Visio, Process Improvement, Enterprise Software, SDLC, Mergers & Acquisitions, IT Strategy, Process Engineering, Integration
Education
New College of California, School of Law 1991 — 1994
JD, Law
University of California, Irvine 1985 — 1990
B.A., History
Wells Fargo October 2013 - Present
Wells Fargo Bank January 2010 - October 2013
Wells Fargo Bank February 2008 - January 2010
Wells Fargo Bank December 2006 - February 2008
Wells Fargo Bank January 2006 - December 2006
Wells Fargo Bank June 2004 - January 2006
AsTech Consulting October 2001 - May 2004
iEnvision Technology November 2000 - September 2001
Wells Fargo Bank August 1996 - October 2000
Skills
Technical Staff..., Project Planning, Status Reporting, Project Execution, Contract Management, Requirements Gathering, Change Management, Team Leadership, Problem Solving, Time Management, Delegation, Workload Management, Technology..., Project Management, Management, Data Center, Prioritize Workload, Firewalls, Program Management, Requirements Analysis, Telecommunications, Leadership, Security, Risk Management, Team Building, Networking, Strategic Planning, Business Analysis, Vendor Management, Visio, Process Improvement, Enterprise Software, SDLC, Mergers & Acquisitions, IT Strategy, Process Engineering, Integration
Education
New College of California, School of Law 1991 — 1994
JD, Law
University of California, Irvine 1985 — 1990
B.A., History
Brian Jansen Brian Jansen's Wells Fargo Bank Experience September 2006 - October 2007
Job Commodity Manager at Teichert
Industry Construction
Experience
Teichert January 2014 - Present
Teichert March 2013 - January 2014
Brocade April 2011 - March 2013
Roseville Bank of Commerce October 2007 - March 2011
Wells Fargo Bank September 2006 - October 2007
Skills
Financial Analysis, Financial Reporting, Investor Relations, Credit, Loans, Data Analysis, Portfolio Management, Finance, Valuation, Credit Analysis, Cash Flow Forecasting, Business Strategy, Corporate Finance, Business Planning, SQL, VBA, Analysis
Education
University of California, Davis - Graduate School of Management 2008 — 2011
MBA, Business Administration, Finance
University of California, Santa Barbara 2002 — 2006
Bachelor of Arts, Business Economics
Teichert January 2014 - Present
Teichert March 2013 - January 2014
Brocade April 2011 - March 2013
Roseville Bank of Commerce October 2007 - March 2011
Wells Fargo Bank September 2006 - October 2007
Skills
Financial Analysis, Financial Reporting, Investor Relations, Credit, Loans, Data Analysis, Portfolio Management, Finance, Valuation, Credit Analysis, Cash Flow Forecasting, Business Strategy, Corporate Finance, Business Planning, SQL, VBA, Analysis
Education
University of California, Davis - Graduate School of Management 2008 — 2011
MBA, Business Administration, Finance
University of California, Santa Barbara 2002 — 2006
Bachelor of Arts, Business Economics
Tristan Rodriguez Tristan Rodriguez's Wells Fargo Bank Experience June 2012 - September 2012
Job Private Mortgage Banker Junior NMLS ID 994496 at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage October 2012 - Present
Wells Fargo Bank June 2012 - September 2012
Wells Fargo April 2011 - June 2012
Skills
Loans, Banking, Credit, Mortgage Lending, Loan Origination, Financial Analysis, Underwriting, Mortgage Banking, Refinance, Credit Risk, Finance, Residential Mortgages, Mortgage Underwriting, Jumbo Mortgage, Super Jumbo, Relationship Management, Investments
Education
UCLA 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government
Wells Fargo Home Mortgage October 2012 - Present
Wells Fargo Bank June 2012 - September 2012
Wells Fargo April 2011 - June 2012
Skills
Loans, Banking, Credit, Mortgage Lending, Loan Origination, Financial Analysis, Underwriting, Mortgage Banking, Refinance, Credit Risk, Finance, Residential Mortgages, Mortgage Underwriting, Jumbo Mortgage, Super Jumbo, Relationship Management, Investments
Education
UCLA 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government
Kim Warneke's Wells Fargo Bank Experience February 2008 - August 2012
Job SR Manager Training and Talent Development
Industry Human Resources
Experience
Forever 21 November 2012 - Present
Wells Fargo Bank February 2008 - August 2012
Wells Fargo November 2004 - February 2008
Wells Fargo November 1999 - November 2004
The Coffee Bean & Tea Leaf September 1998 - September 1999
Skills
Coaching, Management Consulting, Leadership Development, Talent Management, Change Management, Performance Consulting, Performance Management, Management Development, Training Delivery, Sales Management, Adult Education, Team Building, Learning Management, Customer Service, Employee Engagement, Banking, Strategic Planning, Leadership, Employee Training, Training, Management
Education
University of California, Irvine 1992 — 1996
B.A., Political Science
Forever 21 November 2012 - Present
Wells Fargo Bank February 2008 - August 2012
Wells Fargo November 2004 - February 2008
Wells Fargo November 1999 - November 2004
The Coffee Bean & Tea Leaf September 1998 - September 1999
Skills
Coaching, Management Consulting, Leadership Development, Talent Management, Change Management, Performance Consulting, Performance Management, Management Development, Training Delivery, Sales Management, Adult Education, Team Building, Learning Management, Customer Service, Employee Engagement, Banking, Strategic Planning, Leadership, Employee Training, Training, Management
Education
University of California, Irvine 1992 — 1996
B.A., Political Science
Sam Sosa Sam Sosa's Wells Fargo Bank Experience 2007 - 2012
Job Financial Advisor Associate Trainee at JP Morgan Securities, LLC
Industry Financial Services
Experience
JP Morgan Securities, LLC August 2015 - Present
JP Morgan Chase Bank N.A. May 2012 - August 2015
Wells Fargo Bank 2007 - 2012
SBYPC May 2006 - January 2010
Real Estate January 2004 - June 2008
Robinson's May June 2000 - July 2004
Education
University of California, Los Angeles 1995 — 2000
Bachelors of Arts, Economics and Psychology
JP Morgan Securities, LLC August 2015 - Present
JP Morgan Chase Bank N.A. May 2012 - August 2015
Wells Fargo Bank 2007 - 2012
SBYPC May 2006 - January 2010
Real Estate January 2004 - June 2008
Robinson's May June 2000 - July 2004
Education
University of California, Los Angeles 1995 — 2000
Bachelors of Arts, Economics and Psychology
Bill Finkelstein Bill Finkelstein's Wells Fargo Bank Experience October 1992 - May 1998
Job Executive Consultant
Industry Financial Services
Experience
William S. Finkelstein February 2005 - Present
S/V Raptor Dance December 2000 - Present
Vallarta Yacht Club April 2008 - April 2010
Cisco Systems May 1998 - March 2005
CommerceNet March 1994 - September 2004
Wells Fargo and Co. October 1992 - May 1998
Wells Fargo Bank October 1992 - May 1998
Citicorp July 1980 - October 1992
Citibank July 1980 - October 1992
Quotron Systems June 1986 - 1990
Skills
Program Management, Start-ups, Strategic Planning, Cloud Computing, Product Management, Business Strategy, Executive Management, Security, Project Management, Team Building, Business Development, Management Consulting, Management, Business Analysis, Operations Management, Mergers & Acquisitions, Strategy, Strategic Partnerships, Leadership, Vendor Management, E-commerce, Integration, Analysis, Project Planning, Business Transformation, IT Strategy, Outsourcing, Enterprise Software, Marketing, CRM, Consulting, Financial Services, Change Management, Business Process, Project Portfolio..., Professional Services, Thought Leadership, Enterprise Architecture, Governance, PMO, SDLC, PMP, Risk Management, Data Center, Analytics, SaaS, Cross-functional Team..., IT Management, Business Intelligence, Business Process...
Education
UCLA 1966 — 1971
MS, Engineering Computer Science
UCLA 1966 — 1971
BS, Engineering, Summa Cum Laude
Los Angeles County Department of Parks and Recreation 1990 — 1991
UICC, Scuba Instructor
Chaffey High School 1962 — 1966
Diploma
William S. Finkelstein February 2005 - Present
S/V Raptor Dance December 2000 - Present
Vallarta Yacht Club April 2008 - April 2010
Cisco Systems May 1998 - March 2005
CommerceNet March 1994 - September 2004
Wells Fargo and Co. October 1992 - May 1998
Wells Fargo Bank October 1992 - May 1998
Citicorp July 1980 - October 1992
Citibank July 1980 - October 1992
Quotron Systems June 1986 - 1990
Skills
Program Management, Start-ups, Strategic Planning, Cloud Computing, Product Management, Business Strategy, Executive Management, Security, Project Management, Team Building, Business Development, Management Consulting, Management, Business Analysis, Operations Management, Mergers & Acquisitions, Strategy, Strategic Partnerships, Leadership, Vendor Management, E-commerce, Integration, Analysis, Project Planning, Business Transformation, IT Strategy, Outsourcing, Enterprise Software, Marketing, CRM, Consulting, Financial Services, Change Management, Business Process, Project Portfolio..., Professional Services, Thought Leadership, Enterprise Architecture, Governance, PMO, SDLC, PMP, Risk Management, Data Center, Analytics, SaaS, Cross-functional Team..., IT Management, Business Intelligence, Business Process...
Education
UCLA 1966 — 1971
MS, Engineering Computer Science
UCLA 1966 — 1971
BS, Engineering, Summa Cum Laude
Los Angeles County Department of Parks and Recreation 1990 — 1991
UICC, Scuba Instructor
Chaffey High School 1962 — 1966
Diploma
Jeffrey D. Stites Jeffrey D. Stites's Wells Fargo Bank Experience April 1996 - July 1997
Job Chief Operating Officer at Coseo Properties, Inc.
Industry Real Estate
Experience
Coseo Properties, Inc. July 2010 - Present
City National Bank November 1999 - May 2009
San Diego National Bank July 1997 - August 1999
Wells Fargo Bank April 1996 - July 1997
First Interstate Bank April 1994 - March 1996
San Diego Trust & Savings Bank May 1990 - April 1994
First National Bank May 1986 - May 1990
First Interstate Bank of California June 1981 - May 1986
Skills
Real Estate, Disposition, Loans, Asset Managment, Real Estate Economics, Investment Properties, Underwriting, Real Estate Transactions, Brokerage, Commercial Real Estate, Investments, Mortgage Lending, Banking, Real Estate Development, Commercial Banking
Education
University of California, Los Angeles 1974 — 1978
Bachelor’s Degree, Political Science
Menlo Atherton High School 1970 — 1973
Pacific Coast Banking School
Coseo Properties, Inc. July 2010 - Present
City National Bank November 1999 - May 2009
San Diego National Bank July 1997 - August 1999
Wells Fargo Bank April 1996 - July 1997
First Interstate Bank April 1994 - March 1996
San Diego Trust & Savings Bank May 1990 - April 1994
First National Bank May 1986 - May 1990
First Interstate Bank of California June 1981 - May 1986
Skills
Real Estate, Disposition, Loans, Asset Managment, Real Estate Economics, Investment Properties, Underwriting, Real Estate Transactions, Brokerage, Commercial Real Estate, Investments, Mortgage Lending, Banking, Real Estate Development, Commercial Banking
Education
University of California, Los Angeles 1974 — 1978
Bachelor’s Degree, Political Science
Menlo Atherton High School 1970 — 1973
Pacific Coast Banking School
Joseph Lobe Joseph Lobe's Wells Fargo Bank Experience January 2009 - Present
Job Senior VP and Regional Private Banking Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank January 2009 - Present
Wells Fargo Private Bank 2003 - Present
Wells Fargo 2003 - 2010
Skills
Wealth Management, Banking, Private Banking, Commercial Lending, Credit, Commercial Banking, Series 7, Loans, Small Business Lending, Credit Analysis, Portfolio Management, Wealth Management..., Financial Services, Mortgage Lending, Consumer Lending
Education
University of California, Los Angeles
Wells Fargo Bank January 2009 - Present
Wells Fargo Private Bank 2003 - Present
Wells Fargo 2003 - 2010
Skills
Wealth Management, Banking, Private Banking, Commercial Lending, Credit, Commercial Banking, Series 7, Loans, Small Business Lending, Credit Analysis, Portfolio Management, Wealth Management..., Financial Services, Mortgage Lending, Consumer Lending
Education
University of California, Los Angeles
John Gamblin, CFP® John Gamblin, CFP®'s Wells Fargo Bank Experience November 1994 - November 2007
Job Sr. Vice President / Wealth Advisor
Industry Financial Services
Experience
Wells Fargo Wealth Management Group December 2007 - Present
Wells Fargo Bank November 1994 - November 2007
Pacific Bay Bank September 1993 - October 1994
Beneficial California Inc November 1990 - August 1993
Skills
Series 7, Financial Planning, Wealth Management, Insurance, Retirement Planning, Strategic Financial..., Asset Management, Mortgage Lending, Mutual Funds, Wealth Management..., Uniform Combined State..., Investments, Financial Analysis, Investment Strategies, Asset Allocation, Portfolio Management, Credit, Loans, Management, Finance, IRAs, Banking, Financial Services, Investment Advisory, Estate Planning
Education
University of Phoenix 1998 — 2000
MA, Organizational Management
University of California, Irvine 1988 — 1990
BA, Political Science, Sociology
University Of California - Irvine
Certificate, Personal Financial Planning
Wells Fargo Wealth Management Group December 2007 - Present
Wells Fargo Bank November 1994 - November 2007
Pacific Bay Bank September 1993 - October 1994
Beneficial California Inc November 1990 - August 1993
Skills
Series 7, Financial Planning, Wealth Management, Insurance, Retirement Planning, Strategic Financial..., Asset Management, Mortgage Lending, Mutual Funds, Wealth Management..., Uniform Combined State..., Investments, Financial Analysis, Investment Strategies, Asset Allocation, Portfolio Management, Credit, Loans, Management, Finance, IRAs, Banking, Financial Services, Investment Advisory, Estate Planning
Education
University of Phoenix 1998 — 2000
MA, Organizational Management
University of California, Irvine 1988 — 1990
BA, Political Science, Sociology
University Of California - Irvine
Certificate, Personal Financial Planning
Lisa Bickel Lisa Bickel's Wells Fargo Bank Experience 2009 - 2010
Job Leasing Administrative Assistant at DJM Capital Partners
Industry Marketing and Advertising
Experience
DJM Capital Partners February 2015 - Present
Blue Street Capital 2012 - February 2015
Eco City Lights 2011 - 2012
Investors Trust Real Estate 2011 - 2012
Wells Fargo Bank 2009 - 2010
Alliance Title & Escrow 2004 - 2008
DD STUDIO 2003 - 2004
QuadRep 1995 - 2003
Skills
Salesforce.com, Customer Service, Sales, Marketing, Leadership, Selling, Account Management, Sales Management, Sales Process, Strategic Planning, Office Management, New Business Development, Microsoft Excel, Key Account Management, Front Office, CRM, Microsoft Office, Marketing Strategy, Salesforce.com..., Mac OS, Customer Satisfaction, HubSpot, ExactTarget, Google Analytics, Google Adwords, Lead Generation, Public Relations
Education
University of California, Irvine
BA, Social Ecology (dual emphasis; Psychology & Social Behavior, Environmental Planning & Analysis
DJM Capital Partners February 2015 - Present
Blue Street Capital 2012 - February 2015
Eco City Lights 2011 - 2012
Investors Trust Real Estate 2011 - 2012
Wells Fargo Bank 2009 - 2010
Alliance Title & Escrow 2004 - 2008
DD STUDIO 2003 - 2004
QuadRep 1995 - 2003
Skills
Salesforce.com, Customer Service, Sales, Marketing, Leadership, Selling, Account Management, Sales Management, Sales Process, Strategic Planning, Office Management, New Business Development, Microsoft Excel, Key Account Management, Front Office, CRM, Microsoft Office, Marketing Strategy, Salesforce.com..., Mac OS, Customer Satisfaction, HubSpot, ExactTarget, Google Analytics, Google Adwords, Lead Generation, Public Relations
Education
University of California, Irvine
BA, Social Ecology (dual emphasis; Psychology & Social Behavior, Environmental Planning & Analysis
Kathy Coker, SPHR Kathy Coker, SPHR's Wells Fargo Bank Experience January 2002 - January 2003
Job HR Manager at Marshall Retail Group
Industry Human Resources
Experience
Marshall Retail Group October 2011 - Present
Bed Bath & Beyond/Harmon July 2010 - October 2011
Christopher Homes November 2006 - March 2009
Beazer Homes 2004 - 2006
Wells Fargo Bank January 2002 - January 2003
Finova Capital 1998 - 2001
ZC Sterling 1985 - 1997
Skills
Employee Relations, Performance Management, Recruiting, Deferred Compensation, Employee Benefits, Benefits Administration, Human Resources, Training, Payroll, Coaching, Employee Training, Team Building
Education
University of California, Irvine 1989 — 1991
Human Resources
Marshall Retail Group October 2011 - Present
Bed Bath & Beyond/Harmon July 2010 - October 2011
Christopher Homes November 2006 - March 2009
Beazer Homes 2004 - 2006
Wells Fargo Bank January 2002 - January 2003
Finova Capital 1998 - 2001
ZC Sterling 1985 - 1997
Skills
Employee Relations, Performance Management, Recruiting, Deferred Compensation, Employee Benefits, Benefits Administration, Human Resources, Training, Payroll, Coaching, Employee Training, Team Building
Education
University of California, Irvine 1989 — 1991
Human Resources
Donna M. Dell, J.D. Donna M. Dell, J.D.'s Wells Fargo Bank Experience 1990 - 1994
Job Former Labor Commissioner of California
Industry Management Consulting
Experience
Consultant and Expert Witness 2006 - 2013
State of California November 2004 - December 2005
ABM Industries, Inc 1994 - 2004
Wells Fargo Bank 1990 - 1994
Hexcel Corporation 1988 - 1990
Skills
Employee Relations, Performance Management, Human Resources, Recruiting, Employment Law, Mergers, Deferred Compensation, HR Policies, Vendor Management, Mergers & Acquisitions, Leadership, Negotiation, Strategic Planning, Leadership Development, Process Improvement, Team Building, Mediation, Labor Relations, HRIS, Strategy, Organizational..., Management, Onboarding, Training, Executive Support, Workers Compensation, Executive Management, FMLA, Employee Handbooks, Employee Benefits, Benefits Administration, New Hire Orientations, Succession Planning, Budgets, Change Management, Contract Negotiation
Education
Stanford University Directors College
University of California, Hastings College of the Law 1982 — 1985
Juris Doctorate, Employment Law
University of San Francisco 1979 — 1981
Bachelor of Science (B.S.), Organizational Behavior
Consultant and Expert Witness 2006 - 2013
State of California November 2004 - December 2005
ABM Industries, Inc 1994 - 2004
Wells Fargo Bank 1990 - 1994
Hexcel Corporation 1988 - 1990
Skills
Employee Relations, Performance Management, Human Resources, Recruiting, Employment Law, Mergers, Deferred Compensation, HR Policies, Vendor Management, Mergers & Acquisitions, Leadership, Negotiation, Strategic Planning, Leadership Development, Process Improvement, Team Building, Mediation, Labor Relations, HRIS, Strategy, Organizational..., Management, Onboarding, Training, Executive Support, Workers Compensation, Executive Management, FMLA, Employee Handbooks, Employee Benefits, Benefits Administration, New Hire Orientations, Succession Planning, Budgets, Change Management, Contract Negotiation
Education
Stanford University Directors College
University of California, Hastings College of the Law 1982 — 1985
Juris Doctorate, Employment Law
University of San Francisco 1979 — 1981
Bachelor of Science (B.S.), Organizational Behavior
Patrick Coady's Wells Fargo Bank Experience November 1980 - July 2010
Job Retired from Wells Fargo Bank
Industry Financial Services
Experience
Independent Consultant, Real Estate Appraisal July 2010 - Present
Wells Fargo Bank November 1980 - July 2010
Education
UCLA 1965 — 1969
Bachelor of Arts, Music
Los Angeles High School 1962 — 1965
Independent Consultant, Real Estate Appraisal July 2010 - Present
Wells Fargo Bank November 1980 - July 2010
Education
UCLA 1965 — 1969
Bachelor of Arts, Music
Los Angeles High School 1962 — 1965
Diana Abadjieva Matza Diana Abadjieva Matza's Wells Fargo Bank Experience 2002 - 2003
Job Finance Manager at Expedia, Inc.
Industry Leisure, Travel & Tourism
Experience
Expedia, Inc. April 2015 - Present
Expedia, Inc. April 2013 - April 2015
T-Mobile June 2012 - April 2013
Isernio's Sausage Company January 2012 - March 2012
Professional Women United March 2010 - January 2011
Guardian Life Insurance 2009 - 2011
GE Commercial Finance November 2003 - June 2008
Wells Fargo Bank 2002 - 2003
Skills
Financial Modeling, Strategy, Process Improvement, Six Sigma, Analysis, Management, Data Analysis, Budgets, Finance, Financial Analysis, Corporate Finance, Variance Analysis, Competitive Analysis, Financial Reporting, Forecasting
Education
University of Washington, Seattle - Business School 2011 — 2013
MBA, Finance, General
University of California - Irvine
BA, Economics
Expedia, Inc. April 2015 - Present
Expedia, Inc. April 2013 - April 2015
T-Mobile June 2012 - April 2013
Isernio's Sausage Company January 2012 - March 2012
Professional Women United March 2010 - January 2011
Guardian Life Insurance 2009 - 2011
GE Commercial Finance November 2003 - June 2008
Wells Fargo Bank 2002 - 2003
Skills
Financial Modeling, Strategy, Process Improvement, Six Sigma, Analysis, Management, Data Analysis, Budgets, Finance, Financial Analysis, Corporate Finance, Variance Analysis, Competitive Analysis, Financial Reporting, Forecasting
Education
University of Washington, Seattle - Business School 2011 — 2013
MBA, Finance, General
University of California - Irvine
BA, Economics
Nelson Blackwell Nelson Blackwell's Wells Fargo Bank Experience 1979 - 1981
Job Entrepreneur eCommerce Consultant
Industry Entertainment
Experience
Web-Based Business November 2010 - December 2011
Azure Technologies Corp September 2001 - November 2010
CAST Management Consultants August 1995 - August 2000
Wells Fargo Bank 1979 - 1981
Skills
Technology Consulting, Small Business...
Education
UCLA 1992 — 1992
Web Site Development
Duquesne University School of Business 1974 — 1979
BS Marketing
Web-Based Business November 2010 - December 2011
Azure Technologies Corp September 2001 - November 2010
CAST Management Consultants August 1995 - August 2000
Wells Fargo Bank 1979 - 1981
Skills
Technology Consulting, Small Business...
Education
UCLA 1992 — 1992
Web Site Development
Duquesne University School of Business 1974 — 1979
BS Marketing
Slava Tsigelman's Wells Fargo Bank Experience February 2008 - February 2010
Job Financial Services
Industry Financial Services
Experience
Institutional Cash Distributors, LLC July 2011 - Present
State Street February 2010 - June 2011
Wells Fargo Bank February 2008 - February 2010
Skills
Equities, Finance, Mutual Funds, Financial Services, Financial Analysis
Education
UC Davis 2004 — 2007
Bachelor of Arts (B.A.), Economics, Psychology
Institutional Cash Distributors, LLC July 2011 - Present
State Street February 2010 - June 2011
Wells Fargo Bank February 2008 - February 2010
Skills
Equities, Finance, Mutual Funds, Financial Services, Financial Analysis
Education
UC Davis 2004 — 2007
Bachelor of Arts (B.A.), Economics, Psychology
Charles Adeyeba Charles Adeyeba's Wells Fargo Bank Experience 2007 - 2010
Job Your Local Realtor Resource
Industry Real Estate
Experience
CrownRise Financial 2010 - Present
John Hart Real Estate 2010 - Present
Wells Fargo Bank 2007 - 2010
Skills
Real Estate, Investment Properties, Selling, Banking, Short Sales, Foreclosures, REO, Investors, Sellers, Real Estate Investment, First Time Home Buyers, Negotiation, Single Family Homes, Residential, Home, Property Management, New Home Sales, Purchase, Realty, Buying, First Time Buyers, Condos, Rentals, Customer Service, Buyer Representation, Real Estate Transactions, Listings, Loans, Mortgage Lending, Residential Homes, Real Property, Vacation Homes, HUD
Education
University of California, Los Angeles 2006 — 2007
Marketing
University of Central Lancashire 1991 — 1992
Certificate In Administrative Management
University of Central Lancashire 1988 — 1991
BA (Hons), Applied Social Sciences
Vauxhall College London 1986 — 1988
GCE A Levels, Econ, Sociology, British Govt & Politics
KIlburn Polytehnic, London 1985 — 1986
GCE O Levels, English, Sociology, Law & Economics
CrownRise Financial 2010 - Present
John Hart Real Estate 2010 - Present
Wells Fargo Bank 2007 - 2010
Skills
Real Estate, Investment Properties, Selling, Banking, Short Sales, Foreclosures, REO, Investors, Sellers, Real Estate Investment, First Time Home Buyers, Negotiation, Single Family Homes, Residential, Home, Property Management, New Home Sales, Purchase, Realty, Buying, First Time Buyers, Condos, Rentals, Customer Service, Buyer Representation, Real Estate Transactions, Listings, Loans, Mortgage Lending, Residential Homes, Real Property, Vacation Homes, HUD
Education
University of California, Los Angeles 2006 — 2007
Marketing
University of Central Lancashire 1991 — 1992
Certificate In Administrative Management
University of Central Lancashire 1988 — 1991
BA (Hons), Applied Social Sciences
Vauxhall College London 1986 — 1988
GCE A Levels, Econ, Sociology, British Govt & Politics
KIlburn Polytehnic, London 1985 — 1986
GCE O Levels, English, Sociology, Law & Economics
Deborah Son Deborah Son's Wells Fargo Bank Experience April 2010 - January 2011
Job Logistics Coordinator
Industry Logistics and Supply Chain
Experience
Expeditors at Google June 2014 - Present
Premier One Credit Union (formerly SJCU) January 2011 - June 2014
Wells Fargo Bank April 2010 - January 2011
Sprint PCS November 2009 - April 2010
Ellisons Towing, Inc March 2009 - July 2009
CIAO! Fashion September 2004 - June 2009
Quova, Inc November 2003 - January 2005
Skills
Sales, Customer Service, QuickBooks, Data Analysis, Credit, Accounting, Finance, Payroll, Account Management, Loans, Banking, Financial Analysis, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Time Management, Training
Education
University of California, Irvine 1997 — 2001
BA, Sociology
Expeditors at Google June 2014 - Present
Premier One Credit Union (formerly SJCU) January 2011 - June 2014
Wells Fargo Bank April 2010 - January 2011
Sprint PCS November 2009 - April 2010
Ellisons Towing, Inc March 2009 - July 2009
CIAO! Fashion September 2004 - June 2009
Quova, Inc November 2003 - January 2005
Skills
Sales, Customer Service, QuickBooks, Data Analysis, Credit, Accounting, Finance, Payroll, Account Management, Loans, Banking, Financial Analysis, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Time Management, Training
Education
University of California, Irvine 1997 — 2001
BA, Sociology
Marisa Phan Marisa Phan's Wells Fargo Bank Experience August 2005 - Present
Job Vice President & Senior Relationship Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank August 2005 - Present
Commercial and Technology Banking group 2005 - Present
Bank of the West July 2001 - August 2005
Skills
Credit, Commercial Banking, Loans, Banking
Education
University of California, Los Angeles 1997 — 2001
Wells Fargo Bank August 2005 - Present
Commercial and Technology Banking group 2005 - Present
Bank of the West July 2001 - August 2005
Skills
Credit, Commercial Banking, Loans, Banking
Education
University of California, Los Angeles 1997 — 2001
Peter Gabrio Peter Gabrio's Wells Fargo Bank Experience April 2012 - April 2014
Job Business Acquisition Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2014 - Present
Wells Fargo Bank April 2012 - April 2014
National Business Exchange 2012 - 2013
Wells Fargo March 2011 - April 2012
Wells Fargo August 2009 - March 2011
Skills
Entrepreneurship, Microsoft Office, Banking, Customer Service, Risk Management, Analysis, Business Development, Management, New Business Development, Leadership, Recruiting, Human Resources, Training, Finance, Loans, Insurance, Financial Analysis, Credit, Sales, Credit Analysis, Small Business Lending, Investments, Portfolio Management, Mortgage Lending, Commercial Lending, Commercial Banking, Refinance, Mortgage Banking
Education
University of California, Irvine 2003 — 2007
English, English Language and Literature, General
Wells Fargo April 2014 - Present
Wells Fargo Bank April 2012 - April 2014
National Business Exchange 2012 - 2013
Wells Fargo March 2011 - April 2012
Wells Fargo August 2009 - March 2011
Skills
Entrepreneurship, Microsoft Office, Banking, Customer Service, Risk Management, Analysis, Business Development, Management, New Business Development, Leadership, Recruiting, Human Resources, Training, Finance, Loans, Insurance, Financial Analysis, Credit, Sales, Credit Analysis, Small Business Lending, Investments, Portfolio Management, Mortgage Lending, Commercial Lending, Commercial Banking, Refinance, Mortgage Banking
Education
University of California, Irvine 2003 — 2007
English, English Language and Literature, General
Tumy Tran, PHR Tumy Tran, PHR's Wells Fargo Bank Experience 1997 - 2000
Job Senior Recruiter at PeopleScout
Industry Human Resources
Experience
PeopleScout May 2012 - Present
Irvine Company June 2012 - December 2013
Automobile Club of Southern California March 2007 - May 2012
T-Mobile April 2004 - March 2007
Intralase Corp. (now Advanced Medical Optics) January 2006 - May 2006
Wells Fargo Bank 1997 - 2000
Skills
Insurance, Employee Training, Applicant Tracking..., Talent Acquisition, College Recruiting, Recruiting, Onboarding, Talent Management, Sourcing, Technical Recruiting, Workforce Planning, Taleo, Human Resources, Job Fairs, Customer Retention, Management, Benefits Administration, Temporary Staffing, Organizational..., Temporary Placement, Interviews, Internet Recruiting, Building Relationships, Payroll, Training, Executive Search, Time Management
Education
University of California, Irvine 2002 — 2004
M.A., Teaching- Elementary and Secondary Education
University of California, Irvine 1997 — 2002
B.A., Psychology and Social Behavior
Rancho Alamitos High School 1993 — 1997
PeopleScout May 2012 - Present
Irvine Company June 2012 - December 2013
Automobile Club of Southern California March 2007 - May 2012
T-Mobile April 2004 - March 2007
Intralase Corp. (now Advanced Medical Optics) January 2006 - May 2006
Wells Fargo Bank 1997 - 2000
Skills
Insurance, Employee Training, Applicant Tracking..., Talent Acquisition, College Recruiting, Recruiting, Onboarding, Talent Management, Sourcing, Technical Recruiting, Workforce Planning, Taleo, Human Resources, Job Fairs, Customer Retention, Management, Benefits Administration, Temporary Staffing, Organizational..., Temporary Placement, Interviews, Internet Recruiting, Building Relationships, Payroll, Training, Executive Search, Time Management
Education
University of California, Irvine 2002 — 2004
M.A., Teaching- Elementary and Secondary Education
University of California, Irvine 1997 — 2002
B.A., Psychology and Social Behavior
Rancho Alamitos High School 1993 — 1997
JoAnn Nguyen's Wells Fargo Bank Experience September 2010 - September 2011
Job Eligibility Worker at County of Santa Clara
Industry Hospital & Health Care
Experience
County of Santa Clara February 2015 - Present
OneLegacy July 2013 - August 2014
Island Dermatology August 2011 - July 2013
Wells Fargo Bank September 2010 - September 2011
Skills
Customer Service, Medical Records, Healthcare, Medical Billing, Medical Terminology, Data Entry, Appointment Scheduling, Medical Coding, EMR, Medicine, Medical Transcription, Dictaphone, Medical Office, Medical Manager, Quality Assurance, FDA GMP, HIPAA, Document Review, PowerPoint, Microsoft Word, Research, Outlook, Microsoft Excel, Time Management, Management
Education
University of California, Irvine 2008 — 2012
Bachelor of Science (B.S.), Public Health
County of Santa Clara February 2015 - Present
OneLegacy July 2013 - August 2014
Island Dermatology August 2011 - July 2013
Wells Fargo Bank September 2010 - September 2011
Skills
Customer Service, Medical Records, Healthcare, Medical Billing, Medical Terminology, Data Entry, Appointment Scheduling, Medical Coding, EMR, Medicine, Medical Transcription, Dictaphone, Medical Office, Medical Manager, Quality Assurance, FDA GMP, HIPAA, Document Review, PowerPoint, Microsoft Word, Research, Outlook, Microsoft Excel, Time Management, Management
Education
University of California, Irvine 2008 — 2012
Bachelor of Science (B.S.), Public Health
Joyce Chiu's Wells Fargo Bank Experience July 2006 - June 2008
Job Financial Analyst at Wells Fargo Global Banking
Industry Banking
Experience
Wells Fargo Global Banking March 2013 - Present
Wells Fargo Bank Community Banking Real Estate Group (CBREG) June 2008 - August 2012
Wells Fargo Bank July 2006 - June 2008
Skills
Financial Reporting, Portfolio Management, Financial Accounting, Banking, Credit, Credit Risk, Underwriting, Financial Analysis, International Banking..., International Trade, Real Estate Lending
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2012
MBA, Strategy
University of California, San Diego 2002 — 2006
BS, Management Science
National Taiwan University 2004 — 2005
Study Abroad Program, Business Administration
Wells Fargo Global Banking March 2013 - Present
Wells Fargo Bank Community Banking Real Estate Group (CBREG) June 2008 - August 2012
Wells Fargo Bank July 2006 - June 2008
Skills
Financial Reporting, Portfolio Management, Financial Accounting, Banking, Credit, Credit Risk, Underwriting, Financial Analysis, International Banking..., International Trade, Real Estate Lending
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2012
MBA, Strategy
University of California, San Diego 2002 — 2006
BS, Management Science
National Taiwan University 2004 — 2005
Study Abroad Program, Business Administration
ADRIAN BATES ADRIAN BATES's Wells Fargo Bank Experience January 1992 - May 1995
Job Associate Broker of Record at Keller Williams Santa Monica
Industry Real Estate
Experience
KELLER WILLIAMS REALTY April 2013 - Present
Keller Williams Santa Monica April 2013 - Present
A-1REALTY February 1995 - June 2010
A-1 REALTY February 1995 - June 2010
AMERIPRO CAPITAL,INC January 2006 - December 2009
Wells Fargo Home Mortgage February 1992 - May 1995
Wells Fargo Bank January 1992 - May 1995
Skills
REO & PROBATE SPECIALIST, SHORT SALE EXPERT, STRONG NEGOITATOR, INVESTMENT PROPERTY..., TEAM BUILDER, GREAT MANAGERIAL SKILLS, BELIEVER IN WIN WIN OR..., Dependable Team Player, Real Estate, Referrals, Team Building, Mortgage Lending, Leases, REO, Residential Homes, Real Estate Transactions, Commercial Real Estate, Loans, Property, Banking, Selling, Credit, Management, Leadership, Investment Properties, Finance, SFR, Start-ups, Short Sales, Analysis, Sellers
Education
CAL STATE UNIVERISITY 1976 — 1980
Bachelor of Arts, Psychology minor Business Management
University of California, Los Angeles 1976 — 1980
Bachelor of Arts (B.A.), Psychology
LOS ANGELES HIGH SCHOOL
KELLER WILLIAMS REALTY April 2013 - Present
Keller Williams Santa Monica April 2013 - Present
A-1REALTY February 1995 - June 2010
A-1 REALTY February 1995 - June 2010
AMERIPRO CAPITAL,INC January 2006 - December 2009
Wells Fargo Home Mortgage February 1992 - May 1995
Wells Fargo Bank January 1992 - May 1995
Skills
REO & PROBATE SPECIALIST, SHORT SALE EXPERT, STRONG NEGOITATOR, INVESTMENT PROPERTY..., TEAM BUILDER, GREAT MANAGERIAL SKILLS, BELIEVER IN WIN WIN OR..., Dependable Team Player, Real Estate, Referrals, Team Building, Mortgage Lending, Leases, REO, Residential Homes, Real Estate Transactions, Commercial Real Estate, Loans, Property, Banking, Selling, Credit, Management, Leadership, Investment Properties, Finance, SFR, Start-ups, Short Sales, Analysis, Sellers
Education
CAL STATE UNIVERISITY 1976 — 1980
Bachelor of Arts, Psychology minor Business Management
University of California, Los Angeles 1976 — 1980
Bachelor of Arts (B.A.), Psychology
LOS ANGELES HIGH SCHOOL
Scott Grobert Scott Grobert's Wells Fargo Bank Experience 1999 - 2005
Job Account Executive at Elavon, Inc.
Industry Financial Services
Experience
Elavon, Inc. October 2014 - Present
Union Bank 2010 - 2012
Chase 2007 - 2010
Wells Fargo Bank 1999 - 2005
Skills
Consumer Lending
Education
UCLA 1981 — 1986
Bachelor's degree, History
Elavon, Inc. October 2014 - Present
Union Bank 2010 - 2012
Chase 2007 - 2010
Wells Fargo Bank 1999 - 2005
Skills
Consumer Lending
Education
UCLA 1981 — 1986
Bachelor's degree, History
Shaun McGuinness Shaun McGuinness's Wells Fargo Bank Experience 2006 - 2012
Job Vice President Commercial Loan Officer at Union Bank
Industry Banking
Experience
Union Bank 2012 - Present
Wells Fargo Bank 2006 - 2012
Balboa Capital 1999 - 2006
Skills
Small Business Lending, Credit, Lines Of Credit, Working Capital..., Underwriting, Credit Analysis, Commercial Banking, Banking, Commercial Lending, Business Development, Finance, Loan Origination, Loans, Refinance, SBA, Sales
Education
University of California, Irvine
Bachelor of Arts, History
Union Bank 2012 - Present
Wells Fargo Bank 2006 - 2012
Balboa Capital 1999 - 2006
Skills
Small Business Lending, Credit, Lines Of Credit, Working Capital..., Underwriting, Credit Analysis, Commercial Banking, Banking, Commercial Lending, Business Development, Finance, Loan Origination, Loans, Refinance, SBA, Sales
Education
University of California, Irvine
Bachelor of Arts, History
Teresa Darwin Teresa Darwin's Wells Fargo Bank Experience July 1979 - Present
Job Private Banking at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank July 1979 - Present
Skills
Commercial Lending, Mortgage Banking, Credit Risk, Loan Origination, Financial Markets, Strategic Financial..., Structured Products, Series 63, Treasury Management, Risk Management, Cash Management, Series 7, Insurance and..., Finance, Loans, Financial Services, Estate Planning, Insurance, Due Diligence, Mergers & Acquisitions, Financial Risk, Branch Management
Education
UCI 2000 — 2004
Personal Financial Planning, PFP
San Marcos High School 1969 — 1972
Wells Fargo Bank July 1979 - Present
Skills
Commercial Lending, Mortgage Banking, Credit Risk, Loan Origination, Financial Markets, Strategic Financial..., Structured Products, Series 63, Treasury Management, Risk Management, Cash Management, Series 7, Insurance and..., Finance, Loans, Financial Services, Estate Planning, Insurance, Due Diligence, Mergers & Acquisitions, Financial Risk, Branch Management
Education
UCI 2000 — 2004
Personal Financial Planning, PFP
San Marcos High School 1969 — 1972
Linda Alvarez Linda Alvarez's Wells Fargo Bank Experience April 1998 - January 2001
Job Auditor at Banc of California
Industry Banking
Experience
Banc of California June 2014 - Present
Farmers & Merchants Bank of Long Beach March 2014 - June 2014
CapitalSource Bank October 2011 - March 2014
OneWest Bank April 2006 - October 2011
US Bank April 2005 - April 2006
Western Financial Bank July 2003 - April 2005
Wells Fargo Bank April 1998 - January 2001
Skills
Auditing, Sarbanes-Oxley Act, Internal Audit, Risk Management, Internal Controls, Banking, AML, Financial Risk, Retail Banking, Commercial Banking, Operational Risk, Bank Secrecy Act, KYC, COSO, Sarbanes-Oxley, Due Diligence, Loans, Enterprise Risk..., Fraud, Operational Risk..., Document Review, Risk Assessment
Education
University of California, Irvine 1996 — 2000
Bachelor of Science, Social Science
Banc of California June 2014 - Present
Farmers & Merchants Bank of Long Beach March 2014 - June 2014
CapitalSource Bank October 2011 - March 2014
OneWest Bank April 2006 - October 2011
US Bank April 2005 - April 2006
Western Financial Bank July 2003 - April 2005
Wells Fargo Bank April 1998 - January 2001
Skills
Auditing, Sarbanes-Oxley Act, Internal Audit, Risk Management, Internal Controls, Banking, AML, Financial Risk, Retail Banking, Commercial Banking, Operational Risk, Bank Secrecy Act, KYC, COSO, Sarbanes-Oxley, Due Diligence, Loans, Enterprise Risk..., Fraud, Operational Risk..., Document Review, Risk Assessment
Education
University of California, Irvine 1996 — 2000
Bachelor of Science, Social Science
Dayne Comrie Dayne Comrie's Wells Fargo Bank Experience February 2011 - March 2013
Job Relationship Banker Small Business Specialist at JPMorgan Chase Bank NA
Industry Financial Services
Experience
JPMorgan Chase Bank NA March 2013 - Present
Wells Fargo Bank February 2011 - March 2013
Northwestern Mutual August 2009 - January 2011
JL Design INC September 2008 - July 2009
Wells Fargo Bank June 2007 - August 2007
Education
University of California, Irvine 2004 — 2008
Social Science, Political Science, Business Management, Economics
Hart high school
JPMorgan Chase Bank NA March 2013 - Present
Wells Fargo Bank February 2011 - March 2013
Northwestern Mutual August 2009 - January 2011
JL Design INC September 2008 - July 2009
Wells Fargo Bank June 2007 - August 2007
Education
University of California, Irvine 2004 — 2008
Social Science, Political Science, Business Management, Economics
Hart high school
Andre' Smiley, CRCM Andre' Smiley, CRCM's Wells Fargo Bank Experience April 2006 - January 2011
Job Managing Director – Charles Schwab Bank Compliance at Charles Schwab
Industry Banking
Experience
Charles Schwab September 2013 - Present
Bank of the West August 2012 - September 2013
Bank of the West January 2011 - August 2012
Wells Fargo Bank April 2006 - January 2011
KPMG LLP 2003 - 2006
Federal Reserve Bank of San Francisco December 2001 - March 2003
Competix October 1999 - November 2001
First Interstate Bank 1990 - 1996
Skills
CRCM, Banking, Internal Controls, Leadership, Loans, Operational Risk, Policy, Retail Banking, Risk Assessment, Risk Management, Quality Assurance, Program Management, Management, Compliance, Cross-functional Team..., Internal Audit, Project Management, Training
Education
UCLA 1984 — 1989
BA, Sociology
Charles Schwab September 2013 - Present
Bank of the West August 2012 - September 2013
Bank of the West January 2011 - August 2012
Wells Fargo Bank April 2006 - January 2011
KPMG LLP 2003 - 2006
Federal Reserve Bank of San Francisco December 2001 - March 2003
Competix October 1999 - November 2001
First Interstate Bank 1990 - 1996
Skills
CRCM, Banking, Internal Controls, Leadership, Loans, Operational Risk, Policy, Retail Banking, Risk Assessment, Risk Management, Quality Assurance, Program Management, Management, Compliance, Cross-functional Team..., Internal Audit, Project Management, Training
Education
UCLA 1984 — 1989
BA, Sociology
Stephanie M. West's Wells Fargo Bank Experience October 2011 - Present
Job Manager for Modified/Rehabilitated Mortgage Loans at Wells Fargo Bank
Industry Law Practice
Experience
Wells Fargo Bank October 2011 - Present
Wells Fargo Bank June 2010 - February 2011
PMI Mortgage Insurance Co. 2011 - 2011
Wells Fargo Bank January 2004 - March 2010
Sheppard Mullin Richter & Hampton LLP October 2000 - December 2003
Tobin & Tobin March 1999 - October 2000
Skills
Asset Based Lending, Banking, CMBS, Capital Markets, Commercial Mortgages, Commercial Real Estate, Credit, Loan Modifications, Loan Servicing, Loans, Mortgage Lending, Real Estate, Real Estate Economics
Education
University of San Francisco School of Law 1995 — 1998
JD, Law
University of California, Irvine 1990 — 1994
BA, History/Women's Studies
Wells Fargo Bank October 2011 - Present
Wells Fargo Bank June 2010 - February 2011
PMI Mortgage Insurance Co. 2011 - 2011
Wells Fargo Bank January 2004 - March 2010
Sheppard Mullin Richter & Hampton LLP October 2000 - December 2003
Tobin & Tobin March 1999 - October 2000
Skills
Asset Based Lending, Banking, CMBS, Capital Markets, Commercial Mortgages, Commercial Real Estate, Credit, Loan Modifications, Loan Servicing, Loans, Mortgage Lending, Real Estate, Real Estate Economics
Education
University of San Francisco School of Law 1995 — 1998
JD, Law
University of California, Irvine 1990 — 1994
BA, History/Women's Studies
Samuel Minjares Samuel Minjares's Wells Fargo Bank Experience November 2010 - December 2011
Job Senior Project Manager at JeldWen
Industry Information Services
Experience
Jeld-Wen March 2012 - Present
Wells Fargo Bank November 2010 - December 2011
Autodesk September 2010 - November 2010
Wells Fargo Bank November 2009 - September 2010
PG&E - Pacific Gas and Electric March 2009 - May 2010
Delta Dental 2006 - 2008
Matson Navigation Company 1995 - 2004
American President Lines 1987 - 1995
Fritz Companies, Inc. 1980 - 1987
Electronic Data Systems (EDS) February 1978 - February 1980
Skills
SDLC, Software Project..., PMP, Requirements Analysis, Business Analysis, Vendor Management, Program Management, Visio, MS Project, IT Management, Business Process, Integration, Process Improvement, Leadership, Software Development, IT Strategy, PMO, ERP, Project Management, Management, Change Management, Resource Management, Business Process..., Cross-functional Team..., Business Intelligence, Agile Methodologies, Requirements Gathering, Enterprise Architecture, Software Documentation
Education
University of California, Los Angeles
Jeld-Wen March 2012 - Present
Wells Fargo Bank November 2010 - December 2011
Autodesk September 2010 - November 2010
Wells Fargo Bank November 2009 - September 2010
PG&E - Pacific Gas and Electric March 2009 - May 2010
Delta Dental 2006 - 2008
Matson Navigation Company 1995 - 2004
American President Lines 1987 - 1995
Fritz Companies, Inc. 1980 - 1987
Electronic Data Systems (EDS) February 1978 - February 1980
Skills
SDLC, Software Project..., PMP, Requirements Analysis, Business Analysis, Vendor Management, Program Management, Visio, MS Project, IT Management, Business Process, Integration, Process Improvement, Leadership, Software Development, IT Strategy, PMO, ERP, Project Management, Management, Change Management, Resource Management, Business Process..., Cross-functional Team..., Business Intelligence, Agile Methodologies, Requirements Gathering, Enterprise Architecture, Software Documentation
Education
University of California, Los Angeles
Yumi Sun's Wells Fargo Bank Experience May 2011 - Present
Job Instructor at The Bar Method
Industry Banking
Experience
The Bar Method October 2013 - Present
Wells Fargo Bank May 2011 - Present
Wells Fargo Bank September 2006 - April 2011
Skills
Loans, Mortgage Lending, Wealth Management, Commercial Lending, Credit Analysis, Investments, Series 7, Portfolio Management, Banking, Management, Credit
Education
University of California, Irvine 1997 — 2001
Economics
The Bar Method October 2013 - Present
Wells Fargo Bank May 2011 - Present
Wells Fargo Bank September 2006 - April 2011
Skills
Loans, Mortgage Lending, Wealth Management, Commercial Lending, Credit Analysis, Investments, Series 7, Portfolio Management, Banking, Management, Credit
Education
University of California, Irvine 1997 — 2001
Economics
Laurie (Saunders) Roos Laurie (Saunders) Roos's Wells Fargo Bank Experience August 1994 - June 1997
Job Home Mortgage Consultant at Wells Fargo/NMLS#282941
Industry Financial Services
Experience
Wells Fargo January 2013 - Present
Merrill Lynch February 2011 - December 2012
Wells Fargo Home Mortgage October 1998 - February 2006
Wells Fargo Bank August 1994 - June 1997
3M Co. September 1981 - April 1985
Skills
Retirement Planning, Mortgage Lending, Loans, Investments, Credit, Retirement, Wealth Management, Wealth, Financial Analysis, Small Business, Due Diligence, Microsoft Excel, Data Analysis, Medical Devices, Microsoft Office
Education
University of California, Los Angeles 1974 — 1979
B.A., Microbiology
Wells Fargo January 2013 - Present
Merrill Lynch February 2011 - December 2012
Wells Fargo Home Mortgage October 1998 - February 2006
Wells Fargo Bank August 1994 - June 1997
3M Co. September 1981 - April 1985
Skills
Retirement Planning, Mortgage Lending, Loans, Investments, Credit, Retirement, Wealth Management, Wealth, Financial Analysis, Small Business, Due Diligence, Microsoft Excel, Data Analysis, Medical Devices, Microsoft Office
Education
University of California, Los Angeles 1974 — 1979
B.A., Microbiology
Ruth Prestin Ruth Prestin's Wells Fargo Bank Experience June 2006 - August 2006
Job Human Resources Specialist
Industry Human Resources
Experience
CRC Health Group October 2010 - Present
Godiva Chocolatier May 2005 - August 2010
Wells Fargo Bank June 2006 - August 2006
Education
University of California, Davis 2006 — 2010
B.A., Economics
CRC Health Group October 2010 - Present
Godiva Chocolatier May 2005 - August 2010
Wells Fargo Bank June 2006 - August 2006
Education
University of California, Davis 2006 — 2010
B.A., Economics
Jamie Ferrer Jamie Ferrer's Wells Fargo Bank Experience 1997 - 1999
Job Commercial Insurance Broker at Ferrer Insurance Services, Inc.
Industry Insurance
Experience
Ferrer Insurance Services, Inc. 2005 - Present
FMV Opinions, Inc. 2004 - 2005
Alliance of Independent Broker-Dealers 2003 - 2004
ValueNomics Research, Inc. 1999 - 2003
Wells Fargo Bank 1997 - 1999
Skills
Risk Management, Insurance, Strategic Planning, Financial Analysis, Commercial Lines, Mergers, Commercial Insurance, Mergers & Acquisitions, Brokers, Underwriting, Casualty, General Insurance, D&O, Professional Liability, Workers Compensation, Property & Casualty..., Liability, Legal Liability, Strategic Financial..., Claim, Employment Practices..., Financial Planning, Casualty Insurance
Education
University of California, Los Angeles 1994 — 1997
BA, Business Economics, Minor in Accounting
Lowell High School
Ferrer Insurance Services, Inc. 2005 - Present
FMV Opinions, Inc. 2004 - 2005
Alliance of Independent Broker-Dealers 2003 - 2004
ValueNomics Research, Inc. 1999 - 2003
Wells Fargo Bank 1997 - 1999
Skills
Risk Management, Insurance, Strategic Planning, Financial Analysis, Commercial Lines, Mergers, Commercial Insurance, Mergers & Acquisitions, Brokers, Underwriting, Casualty, General Insurance, D&O, Professional Liability, Workers Compensation, Property & Casualty..., Liability, Legal Liability, Strategic Financial..., Claim, Employment Practices..., Financial Planning, Casualty Insurance
Education
University of California, Los Angeles 1994 — 1997
BA, Business Economics, Minor in Accounting
Lowell High School
Eric Ebel Eric Ebel's Wells Fargo Bank Experience April 2000 - June 2006
Job Vice President, SBA/CRE BDO (714)3435626 [HomeStreet] Bank
Industry Financial Services
Experience
HomeStreet Bank July 2015 - Present
Strategic Capital Solutions Inc. 2009 - July 2015
Bank of America June 2006 - May 2009
Wells Fargo Bank April 2000 - June 2006
Skills
Commercial Lending, Small Business Lending, Credit Analysis, Credit, Loan Origination, Mortgage Lending, Commercial Mortgages, Real Estate Economics, Loans, Banking, Business Development, Commercial Banking, Finance, Financial Analysis, Financial Services, Investments, Portfolio Management, Real Estate Financing, Risk Management, Underwriting
Education
University of California, Irvine 1988 — 1992
Bachelor of Arts (B.A.), Economics and Finance
HomeStreet Bank July 2015 - Present
Strategic Capital Solutions Inc. 2009 - July 2015
Bank of America June 2006 - May 2009
Wells Fargo Bank April 2000 - June 2006
Skills
Commercial Lending, Small Business Lending, Credit Analysis, Credit, Loan Origination, Mortgage Lending, Commercial Mortgages, Real Estate Economics, Loans, Banking, Business Development, Commercial Banking, Finance, Financial Analysis, Financial Services, Investments, Portfolio Management, Real Estate Financing, Risk Management, Underwriting
Education
University of California, Irvine 1988 — 1992
Bachelor of Arts (B.A.), Economics and Finance
Aaron Torng's Wells Fargo Bank Experience 2006 - 2007
Job Manager, Client Services Account Management at Pandora
Industry Marketing and Advertising
Experience
Pandora March 2014 - Present
Pandora March 2013 - March 2014
Hulu July 2012 - February 2013
Hulu February 2011 - June 2012
Break.com February 2010 - February 2011
MoVoxx, Inc. January 2009 - February 2010
Riot Games June 2008 - December 2008
Wells Fargo Bank 2006 - 2007
Skills
SEO, Online Advertising, Advertising Operations, Right Media Exchange, Google Adwords, Google Analytics, Google Ad Manager, Google Webmaster Tools, DART, Adap.tv, CPM, CPC, DoubleClick, PPC, Facebook, Management, Mobile Devices, Mobile Advertising, CRM, Start-ups, Ad Networks, Ad Serving, Mobile Marketing, Salesforce.com, Advertising, Campaign Management, Digital Strategy, Display Advertising, SEM, Digital Media, Web Analytics, Rich Media, Digital Marketing, comScore, Media Buying, Behavioral Targeting, Media Planning
Education
University of California, Irvine 2003 — 2008
BA, Economics, Management
Pandora March 2014 - Present
Pandora March 2013 - March 2014
Hulu July 2012 - February 2013
Hulu February 2011 - June 2012
Break.com February 2010 - February 2011
MoVoxx, Inc. January 2009 - February 2010
Riot Games June 2008 - December 2008
Wells Fargo Bank 2006 - 2007
Skills
SEO, Online Advertising, Advertising Operations, Right Media Exchange, Google Adwords, Google Analytics, Google Ad Manager, Google Webmaster Tools, DART, Adap.tv, CPM, CPC, DoubleClick, PPC, Facebook, Management, Mobile Devices, Mobile Advertising, CRM, Start-ups, Ad Networks, Ad Serving, Mobile Marketing, Salesforce.com, Advertising, Campaign Management, Digital Strategy, Display Advertising, SEM, Digital Media, Web Analytics, Rich Media, Digital Marketing, comScore, Media Buying, Behavioral Targeting, Media Planning
Education
University of California, Irvine 2003 — 2008
BA, Economics, Management
Mohammad/Max Ardakani Mohammad/Max Ardakani's Wells Fargo Bank Experience January 2009 - September 2009
Job Realtor at Keller Williams Brentwood
Industry Electrical/Electronic Manufacturing
Experience
Keller Williams Brentwood May 2015 - Present
Northrop Grumman Aerospace Systems January 2010 - Present
Wells Fargo Bank January 2009 - September 2009
Intel Corporation July 2007 - March 2008
UCLA High Speed Electronics Laboratory September 2006 - June 2007
Los Angeles Pierce Community College September 2004 - June 2005
Skills
Circuit Design, Cadence Virtuoso, Embedded Systems, Mixed Signal, CMOS, Matlab, Pspice, C++, SystemVerilog, Simulations, Electrical Engineering, Testing, Analog Circuit Design, Signal Processing, Digital Signal..., PSpice
Education
University of California, Los Angeles 2009 — 2010
MS, Electrical Engineering
University of California, Los Angeles 2005 — 2007
BS, Electrical Engineering
Keller Williams Brentwood May 2015 - Present
Northrop Grumman Aerospace Systems January 2010 - Present
Wells Fargo Bank January 2009 - September 2009
Intel Corporation July 2007 - March 2008
UCLA High Speed Electronics Laboratory September 2006 - June 2007
Los Angeles Pierce Community College September 2004 - June 2005
Skills
Circuit Design, Cadence Virtuoso, Embedded Systems, Mixed Signal, CMOS, Matlab, Pspice, C++, SystemVerilog, Simulations, Electrical Engineering, Testing, Analog Circuit Design, Signal Processing, Digital Signal..., PSpice
Education
University of California, Los Angeles 2009 — 2010
MS, Electrical Engineering
University of California, Los Angeles 2005 — 2007
BS, Electrical Engineering
Shawn Shayestehfar Shawn Shayestehfar's Wells Fargo Bank Experience January 2005 - February 2006
Job Vice PresidentSenior Private Banker at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank October 2013 - Present
Platinum Capital Real Estate & Investment Inc. August 2007 - October 2013
City Capital Finance August 2007 - October 2013
The Mortgage Store February 2006 - August 2007
Wells Fargo Bank January 2005 - February 2006
Skills
Real Estate Financing, Loans, Commercial Mortgages, Real Estate, Investments, Wealth Management, Private Banking, Estate Planning, Investment Properties, Investors, Real Estate Economics, Financial Structuring, Brokerage, Mortgage Lending, Commercial Real Estate, Finance, Commercial Lending, Real Estate Transactions, Loan Origination, Funding, Bridge Loans, REO, Foreclosures, Refinance, Small Business Lending, Commercial Finance, Asset Management, Disposition, FHA financing, Portfolio Management, Contract Negotiation, Due Diligence, Property Management, Construction Loans, Apartments, 1031 Exchanges, Mortgage, Real Estate Finance, Commercial Banking, Valuation, Capital Markets, Loan Structuring, Real Estate Investment, Foreign Exchange, Special Needs Trusts, Trust Services
Education
University of California, Los Angeles
BS, Molecular Genetics
Wells Fargo Private Bank October 2013 - Present
Platinum Capital Real Estate & Investment Inc. August 2007 - October 2013
City Capital Finance August 2007 - October 2013
The Mortgage Store February 2006 - August 2007
Wells Fargo Bank January 2005 - February 2006
Skills
Real Estate Financing, Loans, Commercial Mortgages, Real Estate, Investments, Wealth Management, Private Banking, Estate Planning, Investment Properties, Investors, Real Estate Economics, Financial Structuring, Brokerage, Mortgage Lending, Commercial Real Estate, Finance, Commercial Lending, Real Estate Transactions, Loan Origination, Funding, Bridge Loans, REO, Foreclosures, Refinance, Small Business Lending, Commercial Finance, Asset Management, Disposition, FHA financing, Portfolio Management, Contract Negotiation, Due Diligence, Property Management, Construction Loans, Apartments, 1031 Exchanges, Mortgage, Real Estate Finance, Commercial Banking, Valuation, Capital Markets, Loan Structuring, Real Estate Investment, Foreign Exchange, Special Needs Trusts, Trust Services
Education
University of California, Los Angeles
BS, Molecular Genetics
Alisen Lesser's Wells Fargo Bank Experience August 2010 - July 2012
Job Associate Product Manager at Core Digital Media
Industry Internet
Experience
Core Digital Media August 2015 - Present
Experis IT December 2013 - August 2015
Kforce July 2012 - September 2013
Wells Fargo Bank August 2010 - July 2012
MySpace June 2010 - August 2010
Skills
Recruiting, Information Technology, Interview Preparation, Resume Writing, Screening Resumes, Employee Relations, Talent Acquisition, Temporary Staffing, Contract Recruitment, Client Liaison, Client Relations Skills, Onboarding, Internet Recruiting, Temporary Placement, Technical Recruiting, Applicant Tracking..., Staffing Services, Interviews, Business Development, Management, Vendor Management
Education
University of California, Irvine 2007 — 2011
BA, International Studies
Core Digital Media August 2015 - Present
Experis IT December 2013 - August 2015
Kforce July 2012 - September 2013
Wells Fargo Bank August 2010 - July 2012
MySpace June 2010 - August 2010
Skills
Recruiting, Information Technology, Interview Preparation, Resume Writing, Screening Resumes, Employee Relations, Talent Acquisition, Temporary Staffing, Contract Recruitment, Client Liaison, Client Relations Skills, Onboarding, Internet Recruiting, Temporary Placement, Technical Recruiting, Applicant Tracking..., Staffing Services, Interviews, Business Development, Management, Vendor Management
Education
University of California, Irvine 2007 — 2011
BA, International Studies
James Ung James Ung's Wells Fargo Bank Experience August 2008 - May 2010
Job Health Information Management Recruiter
Industry Human Resources
Experience
RCM Health Care Services July 2015 - Present
ZipRecruiter April 2014 - December 2014
Magaya Corporation, Inc. January 2012 - March 2014
ADP Holdings, Ltd August 2010 - January 2011
Wells Fargo Bank August 2008 - May 2010
Skills
sales excell, Business Analysis, New Business Development, Business Strategy, Excel, Banking, Accounting, Profit, Logistics, Marketing Strategy, Customer Service, Marketing, Microsoft Excel, Sales, Microsoft Word, Project Management, Management, Operations Management, Account Management, Cold Calling, Consulting, Entrepreneurship, Finance, Leadership, Recruiting, Social Networking, Temporary Placement, Training
Education
University of California, Irvine 2005 — 2007
Bachelor of Science, Cognitive Psychology
RCM Health Care Services July 2015 - Present
ZipRecruiter April 2014 - December 2014
Magaya Corporation, Inc. January 2012 - March 2014
ADP Holdings, Ltd August 2010 - January 2011
Wells Fargo Bank August 2008 - May 2010
Skills
sales excell, Business Analysis, New Business Development, Business Strategy, Excel, Banking, Accounting, Profit, Logistics, Marketing Strategy, Customer Service, Marketing, Microsoft Excel, Sales, Microsoft Word, Project Management, Management, Operations Management, Account Management, Cold Calling, Consulting, Entrepreneurship, Finance, Leadership, Recruiting, Social Networking, Temporary Placement, Training
Education
University of California, Irvine 2005 — 2007
Bachelor of Science, Cognitive Psychology
Joanne Lucas Joanne Lucas's Wells Fargo Bank Experience 1995 - 1996
Job Senior Asset Manager at Highridge Costa Investors, LLC
Industry Real Estate
Experience
Highridge Costa Investors, LLC 2012 - Present
HCP 2007 - 2012
DLC 2006 - 2007
OneWest Bank 2006 - 2006
Chase Bank 1998 - 2006
US Bank 1996 - 1998
Wells Fargo Bank 1995 - 1996
Skills
Lease Negotiations, Asset Managment, Financial Analysis, Managerial Finance, Operational Excellence, Management, Capital Budgeting, Budget Process, Department Budgeting, Investor Relations, Business Relationship..., Forecasting, Acquisitions, Disposition, Lease Administration, Financial Reporting, Asset Management, Valuation, Analysis, Real Estate Economics, Leases, Due Diligence, Finance, Financial Modeling
Education
University of California, Irvine - The Paul Merage School of Business 1993 — 1995
MBA, Finance, International Business
University of California, Irvine 1987 — 1991
BA, Political Science
Bishop Montgomery H.S.
Bishop Montgomery H.S.
Highridge Costa Investors, LLC 2012 - Present
HCP 2007 - 2012
DLC 2006 - 2007
OneWest Bank 2006 - 2006
Chase Bank 1998 - 2006
US Bank 1996 - 1998
Wells Fargo Bank 1995 - 1996
Skills
Lease Negotiations, Asset Managment, Financial Analysis, Managerial Finance, Operational Excellence, Management, Capital Budgeting, Budget Process, Department Budgeting, Investor Relations, Business Relationship..., Forecasting, Acquisitions, Disposition, Lease Administration, Financial Reporting, Asset Management, Valuation, Analysis, Real Estate Economics, Leases, Due Diligence, Finance, Financial Modeling
Education
University of California, Irvine - The Paul Merage School of Business 1993 — 1995
MBA, Finance, International Business
University of California, Irvine 1987 — 1991
BA, Political Science
Bishop Montgomery H.S.
Bishop Montgomery H.S.
Osiris Ortega Osiris Ortega's Wells Fargo Bank Experience December 2007 - November 2011
Job Structural Analysis Engineer
Industry Higher Education
Experience
Boeing January 2014 - Present
University of California, San Diego January 2013 - December 2013
California Alliance for Minority Participation January 2011 - June 2012
Wells Fargo Bank December 2007 - November 2011
Skills
Matlab, SAP2000, Microsoft Excel, Microsoft Office, Structural Analysis, Structural Engineering, Finite Element Analysis, CAD
Education
University of California, San Diego 2012 — 2013
Master of Science (M.S.), Structural Engineering
University of California, Irvine
Bachelor of Science (B.S.), Civil Engineering
Boeing January 2014 - Present
University of California, San Diego January 2013 - December 2013
California Alliance for Minority Participation January 2011 - June 2012
Wells Fargo Bank December 2007 - November 2011
Skills
Matlab, SAP2000, Microsoft Excel, Microsoft Office, Structural Analysis, Structural Engineering, Finite Element Analysis, CAD
Education
University of California, San Diego 2012 — 2013
Master of Science (M.S.), Structural Engineering
University of California, Irvine
Bachelor of Science (B.S.), Civil Engineering
Meilin Munoz Meilin Munoz's Wells Fargo Bank Experience May 2005 - August 2007
Job Market Growth & Development Consultant
Industry Financial Services
Experience
Wells Fargo Practice Finance February 2014 - Present
Wells Fargo Private Mortgage Banking September 2011 - February 2014
Wells Fargo Financial (US Consumer) August 2007 - March 2009
Wells Fargo Bank May 2005 - August 2007
Wells Fargo Financial (US Consumer) November 2001 - May 2005
Skills
Banking, Credit, Loans, Financial Analysis, Risk Management, Portfolio Management, Investments, Mortgage Lending, Sales, Financial Services
Education
UC Irvine 1997 — 2001
Bachelor of Arts (B.A.), Business/Managerial Economics
Wells Fargo Practice Finance February 2014 - Present
Wells Fargo Private Mortgage Banking September 2011 - February 2014
Wells Fargo Financial (US Consumer) August 2007 - March 2009
Wells Fargo Bank May 2005 - August 2007
Wells Fargo Financial (US Consumer) November 2001 - May 2005
Skills
Banking, Credit, Loans, Financial Analysis, Risk Management, Portfolio Management, Investments, Mortgage Lending, Sales, Financial Services
Education
UC Irvine 1997 — 2001
Bachelor of Arts (B.A.), Business/Managerial Economics
Serena Long Serena Long's Wells Fargo Bank Experience January 2006 - January 2007
Job Payments Risk and Compliance Investigation Manager at Amazon
Industry Security and Investigations
Experience
Amazon December 2014 - Present
Intuit April 2013 - December 2014
Wal-Mart Stores, Inc February 2010 - April 2013
Wal-Mart January 2009 - April 2010
Wells Fargo January 2007 - January 2009
Wells Fargo Bank January 2006 - January 2007
Skills
PowerPoint, AML, Risk Compliance, Risk Management, Regulations, Compliance, Compliance..., Compliance..., Financial Risk
Education
UC Hastings College of Law 2002 — 2005
Doctor of Law (J.D.)
University of California, Hastings College of the Law 2002 — 2005
JD, Law
Amazon December 2014 - Present
Intuit April 2013 - December 2014
Wal-Mart Stores, Inc February 2010 - April 2013
Wal-Mart January 2009 - April 2010
Wells Fargo January 2007 - January 2009
Wells Fargo Bank January 2006 - January 2007
Skills
PowerPoint, AML, Risk Compliance, Risk Management, Regulations, Compliance, Compliance..., Compliance..., Financial Risk
Education
UC Hastings College of Law 2002 — 2005
Doctor of Law (J.D.)
University of California, Hastings College of the Law 2002 — 2005
JD, Law
Sandra Lewandowski's Wells Fargo Bank Experience April 1994 - May 2004
Job Employee Benefits Officer at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch January 2014 - Present
Bank of America Merrill Lynch April 2007 - Present
Banco Popular North America July 2006 - April 2007
Wells Fargo April 1994 - July 2006
Wells Fargo Bank April 1994 - May 2004
Wells Fargo Bank April 1994 - August 1999
Skills
Commercial Banking, Commercial Mortgages, Credit, Cash Management, Credit Portfolio..., International Banking...
Education
University of California, Davis 1982 — 1986
BA
Bank of America Merrill Lynch January 2014 - Present
Bank of America Merrill Lynch April 2007 - Present
Banco Popular North America July 2006 - April 2007
Wells Fargo April 1994 - July 2006
Wells Fargo Bank April 1994 - May 2004
Wells Fargo Bank April 1994 - August 1999
Skills
Commercial Banking, Commercial Mortgages, Credit, Cash Management, Credit Portfolio..., International Banking...
Education
University of California, Davis 1982 — 1986
BA
Keith Saka's Wells Fargo Bank Experience January 2003 - July 2006
Job Leveraging cloud technology to help organizations streamline back office frustrations and accelerate growth at Avalara
Industry Telecommunications
Experience
Avalara July 2015 - Present
ACTi Corporation November 2014 - April 2015
Icon Residential Lenders May 2012 - August 2014
Motorola October 2008 - December 2011
Honda Access America July 2007 - September 2008
Wells Fargo Bank January 2003 - July 2006
Skills
Sales, Management, Channel Partners, Sales Operations, Business Development, Account Management, Marketing, New Business Development, Strategic Partnerships, Customer Service, Leadership, Microsoft Office, Sales Management, Microsoft Excel, Salesforce.com, Lead Generation, Sales Process, Pricing, Enterprise Software, Channel, Purchasing, SaaS, Trash Removal, Business development, Garbage Collection, Sales operations
Education
University of California, Irvine 2003 — 2005
Bachelors, Economics
Avalara July 2015 - Present
ACTi Corporation November 2014 - April 2015
Icon Residential Lenders May 2012 - August 2014
Motorola October 2008 - December 2011
Honda Access America July 2007 - September 2008
Wells Fargo Bank January 2003 - July 2006
Skills
Sales, Management, Channel Partners, Sales Operations, Business Development, Account Management, Marketing, New Business Development, Strategic Partnerships, Customer Service, Leadership, Microsoft Office, Sales Management, Microsoft Excel, Salesforce.com, Lead Generation, Sales Process, Pricing, Enterprise Software, Channel, Purchasing, SaaS, Trash Removal, Business development, Garbage Collection, Sales operations
Education
University of California, Irvine 2003 — 2005
Bachelors, Economics
Shabnam Vaziri-Sadri Shabnam Vaziri-Sadri's Wells Fargo Bank Experience December 2009 - December 2010
Job Organization and Talent Development Director at Equity Residential
Industry Professional Training & Coaching
Experience
Equity Residential May 2011 - Present
Wells Fargo Bank December 2009 - December 2010
WaMu September 2008 - February 2009
Washington Mutual 1988 - 2009
WaMu July 2007 - September 2008
Skills
Blended Learning, Project Management, Operational Excellence, Adult Education, Training Delivery, Performance Management, Talent Management, Leadership Development, Instructional Design, Organizational..., Needs Analysis, Onboarding, Succession Planning, Organizational..., Change Management, Strategy Implementation, Employee Engagement, Coaching, Performance Improvement, Team Building, Team Leadership, Leadership, Training, Process Improvement, Executive Coaching, Mergers & Acquisitions, Workshop Facilitation, Analysis, Instructor-led Training, Employee Relations, Human Resources, Conflict Resolution, Workforce Planning, Recruiting, Employee Training, Personnel Management, Deferred Compensation, Career Development, College Recruiting, Organizational Design, Cross-functional Team..., Personal Development
Education
University of California, Los Angeles 1982 — 1987
Bachelor of Arts (B.A.), Near Eastern Studies
Sorbonne 1979 — 1982
Political Science
Equity Residential May 2011 - Present
Wells Fargo Bank December 2009 - December 2010
WaMu September 2008 - February 2009
Washington Mutual 1988 - 2009
WaMu July 2007 - September 2008
Skills
Blended Learning, Project Management, Operational Excellence, Adult Education, Training Delivery, Performance Management, Talent Management, Leadership Development, Instructional Design, Organizational..., Needs Analysis, Onboarding, Succession Planning, Organizational..., Change Management, Strategy Implementation, Employee Engagement, Coaching, Performance Improvement, Team Building, Team Leadership, Leadership, Training, Process Improvement, Executive Coaching, Mergers & Acquisitions, Workshop Facilitation, Analysis, Instructor-led Training, Employee Relations, Human Resources, Conflict Resolution, Workforce Planning, Recruiting, Employee Training, Personnel Management, Deferred Compensation, Career Development, College Recruiting, Organizational Design, Cross-functional Team..., Personal Development
Education
University of California, Los Angeles 1982 — 1987
Bachelor of Arts (B.A.), Near Eastern Studies
Sorbonne 1979 — 1982
Political Science
William Slade William Slade's Wells Fargo Bank Experience February 1998 - August 2001
Job at Slade & Company
Industry Financial Services
Experience
Slade & Company February 2004 - Present
LPL Financial Services February 2006 - February 2010
Works / San Jose August 2007 - August 2009
AIG / VALIC September 2001 - February 2006
Wells Fargo Bank February 1998 - August 2001
Skills
Retirement, Investments, Tax Preparation, Financial Planning, Tax Compliance, Business Planning
Education
University of California, Davis 1997 — 2001
University of California, Santa Cruz 2004 — 2005
Certificate, Personal Financial Planning
Slade & Company February 2004 - Present
LPL Financial Services February 2006 - February 2010
Works / San Jose August 2007 - August 2009
AIG / VALIC September 2001 - February 2006
Wells Fargo Bank February 1998 - August 2001
Skills
Retirement, Investments, Tax Preparation, Financial Planning, Tax Compliance, Business Planning
Education
University of California, Davis 1997 — 2001
University of California, Santa Cruz 2004 — 2005
Certificate, Personal Financial Planning
Stephanie Guan's Wells Fargo Bank Experience November 2009 - September 2010
Job Quality Analyst at UCSF Medical Center
Industry Hospital & Health Care
Experience
UCSF Medical Center August 2014 - Present
UCSF Benioff Children's Hospital September 2013 - July 2014
Stanford Hospital & Clinics September 2012 - September 2013
Genentech September 2011 - September 2012
Genentech March 2011 - September 2011
Genentech September 2010 - March 2011
Wells Fargo Bank November 2009 - September 2010
Skills
Microsoft Excel, PowerPoint, Customer Service, Salesforce.com, Microsoft Office, Microsoft Word, Outlook, Data Analysis, Research, Event Planning, Access, Sales, Market Research, Public Speaking, Management, Marketing, Budgets, Strategic Planning, Project Management, Social Media, Patient Support, Customer-focused Service, Healthcare
Education
University of San Francisco - School of Management 2011 — 2013
Master, Public Administration, concentration in Health Services Administration
University of California, Davis 2005 — 2009
Bachelor of Science, Managerial Economics & Communication
UCSF Medical Center August 2014 - Present
UCSF Benioff Children's Hospital September 2013 - July 2014
Stanford Hospital & Clinics September 2012 - September 2013
Genentech September 2011 - September 2012
Genentech March 2011 - September 2011
Genentech September 2010 - March 2011
Wells Fargo Bank November 2009 - September 2010
Skills
Microsoft Excel, PowerPoint, Customer Service, Salesforce.com, Microsoft Office, Microsoft Word, Outlook, Data Analysis, Research, Event Planning, Access, Sales, Market Research, Public Speaking, Management, Marketing, Budgets, Strategic Planning, Project Management, Social Media, Patient Support, Customer-focused Service, Healthcare
Education
University of San Francisco - School of Management 2011 — 2013
Master, Public Administration, concentration in Health Services Administration
University of California, Davis 2005 — 2009
Bachelor of Science, Managerial Economics & Communication
Beth Epstein, M.A., CBCP, MBCI's Wells Fargo Bank Experience 1980 - 2007
Job Manager, Business Continuity Management at First Republic Bank
Industry Banking
Experience
First Republic Bank December 2014 - Present
Disaster Recovery Journal March 2013 - Present
Jet Propulsion Laboratory September 2014 - December 2014
Kaiser Permanente IT May 2011 - August 2014
Association of Contingency Planners 2006 - 2013
Consultant 2009 - 2011
JP Morgan Chase - Washington Mutual Bank 2008 - 2009
McKesson Corp. 2007 - 2008
Wells Fargo Bank 1980 - 2007
Bank of the West 2000 - 2003
Skills
Disaster Recovery, Business Continuity, Risk Management, Compliance, Records Management, Project Planning, Project Implementation, Project Coordination, Project Delivery, Project Execution, Risk Assessment, Risk Mitigation, Risk Analysis, Compliance Management, Operations Management, Project Management, Program Management, Vendor Management, Management, Business Analysis, Process Improvement, Consulting, Governance, Information Technology, IT Strategy, Business Process..., Leadership
Education
University of California, Los Angeles
BA
University of Phoenix
MA
First Republic Bank December 2014 - Present
Disaster Recovery Journal March 2013 - Present
Jet Propulsion Laboratory September 2014 - December 2014
Kaiser Permanente IT May 2011 - August 2014
Association of Contingency Planners 2006 - 2013
Consultant 2009 - 2011
JP Morgan Chase - Washington Mutual Bank 2008 - 2009
McKesson Corp. 2007 - 2008
Wells Fargo Bank 1980 - 2007
Bank of the West 2000 - 2003
Skills
Disaster Recovery, Business Continuity, Risk Management, Compliance, Records Management, Project Planning, Project Implementation, Project Coordination, Project Delivery, Project Execution, Risk Assessment, Risk Mitigation, Risk Analysis, Compliance Management, Operations Management, Project Management, Program Management, Vendor Management, Management, Business Analysis, Process Improvement, Consulting, Governance, Information Technology, IT Strategy, Business Process..., Leadership
Education
University of California, Los Angeles
BA
University of Phoenix
MA
Jason Emmons Jason Emmons's Wells Fargo Bank Experience January 1989 - August 1994
Job Managing Director, PwC
Industry Financial Services
Experience
PwC March 2015 - Present
On Hiatus November 2014 - February 2015
Deloitte September 1996 - October 2014
Deloitte September 2011 - September 2014
Rotary International December 2011 - August 2014
Boy Scouts of America April 2008 - July 2011
Stellcom, Inc. March 2000 - December 2000
Wells Fargo Bank January 1989 - August 1994
McDonald's January 1985 - December 1987
Skills
Excellent oral..., Critical Thinking, Consultative Approach: ..., Enterprise Risk..., Risk Management, Business Process..., Customer Service, Selling, Integration, Leadership, Management Consulting, Project Planning, Risk Assessment, Management, Program Management, Auditing, Business Development, Financial Services, Strategic Planning, Software Documentation, CRM, Business Strategy, Entrepreneurship, Public Speaking, Project Portfolio..., Policy, Sarbanes-Oxley Act, Accounting, Governance, Internal Controls, Internal Audit, CISSP, Sales, Strategy, Change Management, Information Security, Marketing, Business Analysis, Financial Analysis, Training, Mergers & Acquisitions, IT Audit, Consulting, Information Technology, Human Resources, Negotiation, Professional Services, Project Management, Business Process, CISA
Education
University of California, Irvine - The Paul Merage School of Business 1994 — 1996
MBA, Business
University of California, San Diego 1987 — 1992
B.A., Economics
Fortuna Union High School 1984 — 1987
High School, General Education
PwC March 2015 - Present
On Hiatus November 2014 - February 2015
Deloitte September 1996 - October 2014
Deloitte September 2011 - September 2014
Rotary International December 2011 - August 2014
Boy Scouts of America April 2008 - July 2011
Stellcom, Inc. March 2000 - December 2000
Wells Fargo Bank January 1989 - August 1994
McDonald's January 1985 - December 1987
Skills
Excellent oral..., Critical Thinking, Consultative Approach: ..., Enterprise Risk..., Risk Management, Business Process..., Customer Service, Selling, Integration, Leadership, Management Consulting, Project Planning, Risk Assessment, Management, Program Management, Auditing, Business Development, Financial Services, Strategic Planning, Software Documentation, CRM, Business Strategy, Entrepreneurship, Public Speaking, Project Portfolio..., Policy, Sarbanes-Oxley Act, Accounting, Governance, Internal Controls, Internal Audit, CISSP, Sales, Strategy, Change Management, Information Security, Marketing, Business Analysis, Financial Analysis, Training, Mergers & Acquisitions, IT Audit, Consulting, Information Technology, Human Resources, Negotiation, Professional Services, Project Management, Business Process, CISA
Education
University of California, Irvine - The Paul Merage School of Business 1994 — 1996
MBA, Business
University of California, San Diego 1987 — 1992
B.A., Economics
Fortuna Union High School 1984 — 1987
High School, General Education
Robert O'Sullivan's Wells Fargo Bank Experience 2000 - January 2012
Job Client Relationship Manager at US Bank
Industry Banking
Experience
US Bank January 2012 - Present
Wells Fargo Bank 2000 - January 2012
Education
University of California, Davis - Graduate School of Management
Villanova University
US Bank January 2012 - Present
Wells Fargo Bank 2000 - January 2012
Education
University of California, Davis - Graduate School of Management
Villanova University
Tim Woodruff's Wells Fargo Bank Experience May 2007 - December 2012
Job Quantitative Biz Analyst
Industry Financial Services
Experience
Rodan + Fields Dermatologists August 2013 - December 2014
Wells Fargo Bank May 2007 - December 2012
Washington Mutual 2005 - 2006
Rudolph Technologies December 1999 - December 2001
Seagate Technology July 1996 - December 1999
Skills
Manufacturing, Software Development, Product Development, Data Mining, Start-ups, Target Marketing, Statistics, Analysis, Vendor Management, Enterprise Software, Six Sigma, SAS, Analytics, Management, Business Analysis, CRM, Strategy, Marketing, Leadership
Education
University of Minnesota - Carlson School of Management 2002 — 2004
MBA, Management
University of California, Davis
BS, Engineering
Rodan + Fields Dermatologists August 2013 - December 2014
Wells Fargo Bank May 2007 - December 2012
Washington Mutual 2005 - 2006
Rudolph Technologies December 1999 - December 2001
Seagate Technology July 1996 - December 1999
Skills
Manufacturing, Software Development, Product Development, Data Mining, Start-ups, Target Marketing, Statistics, Analysis, Vendor Management, Enterprise Software, Six Sigma, SAS, Analytics, Management, Business Analysis, CRM, Strategy, Marketing, Leadership
Education
University of Minnesota - Carlson School of Management 2002 — 2004
MBA, Management
University of California, Davis
BS, Engineering
Lena Banh's Wells Fargo Bank Experience January 1998 - Present
Job Vice President, Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank January 1998 - Present
Education
University of California, Irvine 1994 — 1998
Wells Fargo Bank January 1998 - Present
Education
University of California, Irvine 1994 — 1998
Dena Beshai's Wells Fargo Bank Experience October 2008 - October 2011
Job Freelance Writer & Editor
Industry Writing and Editing
Experience
Beach City Animal Hospital January 2012 - Present
Wells Fargo Bank October 2008 - October 2011
411 Publishing (Reed Business Information) January 2007 - August 2008
411 Publishing (Reed Business Information) January 2007 - October 2007
Variety October 2005 - June 2006
Skills
Social Media, Editing, Copy Editing, Blogging, Journalism, French, Creative Writing, Research, Digital Media, Microsoft Excel, Social Networking, Microsoft Office, Social Media Marketing, Public Speaking, Management, Event Planning, Editorial, Facebook
Education
University of California, Irvine 2002 — 2006
B.A., Literary Journalism, Political Science
Diamond Bar High School 1998 — 2002
Beach City Animal Hospital January 2012 - Present
Wells Fargo Bank October 2008 - October 2011
411 Publishing (Reed Business Information) January 2007 - August 2008
411 Publishing (Reed Business Information) January 2007 - October 2007
Variety October 2005 - June 2006
Skills
Social Media, Editing, Copy Editing, Blogging, Journalism, French, Creative Writing, Research, Digital Media, Microsoft Excel, Social Networking, Microsoft Office, Social Media Marketing, Public Speaking, Management, Event Planning, Editorial, Facebook
Education
University of California, Irvine 2002 — 2006
B.A., Literary Journalism, Political Science
Diamond Bar High School 1998 — 2002
Neil C. Silver's Wells Fargo Bank Experience July 1994 - May 2003
Job Performance Engineer at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo 2003 - Present
Wells Fargo Bank July 1994 - May 2003
Education
University of California, Los Angeles 1979 — 1981
MLS, Library Science
Wells Fargo 2003 - Present
Wells Fargo Bank July 1994 - May 2003
Education
University of California, Los Angeles 1979 — 1981
MLS, Library Science
Erik Edwards's Wells Fargo Bank Experience January 2009 - September 2012
Job Managing Director at Greystone & Co.
Industry Commercial Real Estate
Experience
Greystone & Co. October 2014 - Present
Wells Fargo October 2007 - September 2014
Wells Fargo Bank January 2009 - September 2012
Wells Fargo Real Estate Merchant Banking Group October 2007 - January 2009
iStar Financial May 2007 - October 2007
Fremont 2004 - 2007
Fremont Investment & Loan 2004 - 2007
Cushman & Wakefield June 2004 - October 2004
Booz Allen Hamilton January 1999 - August 2004
Skills
Real Estate Economics, Asset Managment, Valuation, Due Diligence, Loans, Real Estate, Financial Modeling, Financial Analysis, Portfolio Management, Underwriting, Investments, Loan Origination, CMBS, Commercial Real Estate, Commercial Lending, Mortgage Lending, Strategic Financial..., Finance, Banking, Capital Markets, Asset Management, Credit, Risk Management
Education
University of California, Irvine 2002 — 2004
MBA, Business
University of California, Irvine - The Paul Merage School of Business 2002 — 2004
MBA, Finance
University of California, Santa Barbara 1995 — 1998
BA, Business Economics
Greystone & Co. October 2014 - Present
Wells Fargo October 2007 - September 2014
Wells Fargo Bank January 2009 - September 2012
Wells Fargo Real Estate Merchant Banking Group October 2007 - January 2009
iStar Financial May 2007 - October 2007
Fremont 2004 - 2007
Fremont Investment & Loan 2004 - 2007
Cushman & Wakefield June 2004 - October 2004
Booz Allen Hamilton January 1999 - August 2004
Skills
Real Estate Economics, Asset Managment, Valuation, Due Diligence, Loans, Real Estate, Financial Modeling, Financial Analysis, Portfolio Management, Underwriting, Investments, Loan Origination, CMBS, Commercial Real Estate, Commercial Lending, Mortgage Lending, Strategic Financial..., Finance, Banking, Capital Markets, Asset Management, Credit, Risk Management
Education
University of California, Irvine 2002 — 2004
MBA, Business
University of California, Irvine - The Paul Merage School of Business 2002 — 2004
MBA, Finance
University of California, Santa Barbara 1995 — 1998
BA, Business Economics
Damier Xandrine's Wells Fargo Bank Experience Senior CounselWell Fargo Bank2003 - Present
Job Senior Vice President and Senior Company Counsel, Wells Fargo Bank NA
Industry Law Practice
Experience
Wells Fargo Bank Senior CounselWell Fargo Bank2003 - Present
Education
University of California, Hastings College of the Law
Wells Fargo Bank Senior CounselWell Fargo Bank2003 - Present
Education
University of California, Hastings College of the Law
Joe McHugh's Wells Fargo Bank Experience October 1988 - May 1997
Job Experienced Sales Manager and Commercial Banking Executive
Industry Banking
Experience
City National Bank December 2004 - Present
Citibank November 1998 - November 2004
Home Savings of America May 1997 - October 1998
Wells Fargo Bank October 1988 - May 1997
Skills
Commercial Lending, Commercial Banking, Loans, Asset Based Lending, Credit Analysis, Small Business Lending, Risk Management, Treasury Management, Consumer Lending
Education
University of California, Irvine 1984 — 1988
BA
City National Bank December 2004 - Present
Citibank November 1998 - November 2004
Home Savings of America May 1997 - October 1998
Wells Fargo Bank October 1988 - May 1997
Skills
Commercial Lending, Commercial Banking, Loans, Asset Based Lending, Credit Analysis, Small Business Lending, Risk Management, Treasury Management, Consumer Lending
Education
University of California, Irvine 1984 — 1988
BA
Silvie Thang's Wells Fargo Bank Experience 1998 - Present
Job Home Mortgage Consultant at Wells Fargo Home Mortgage
Industry Real Estate
Experience
Wells Fargo Home Mortgage 1998 - Present
Wells Fargo Bank 1998 - Present
Skills
Selling, Mortgage Banking, Credit, Loans, Mortgage Lending, Loan Origination, Refinance, FHA, Banking, Residential Homes
Education
University of California, Davis
Managerial Economics
Wells Fargo Home Mortgage 1998 - Present
Wells Fargo Bank 1998 - Present
Skills
Selling, Mortgage Banking, Credit, Loans, Mortgage Lending, Loan Origination, Refinance, FHA, Banking, Residential Homes
Education
University of California, Davis
Managerial Economics
Tyler Heath's Wells Fargo Bank Experience July 1997 - September 1998
Job VP Technology Support Services at ITG
Industry Information Technology and Services
Nwenna Bowie's Wells Fargo Bank Experience August 1997 - July 1999
Job Investigator III
Industry Security and Investigations
Experience
CACI International Inc October 2014 - Present
KeyPoint Government Solutions May 2012 - September 2014
Fancy Footwork Fitness July 2011 - December 2013
USIS September 1999 - September 2013
Primerica Financial Services November 2007 - March 2008
Imperial Bank July 1999 - September 1999
Wells Fargo Bank August 1997 - July 1999
Education
University of Phoenix Online 2005 — 2007
MBA, Business Administration
University of California, Irvine 1995 — 1999
Bachelor of Arts (B.A.), Sociology and Criminology
CACI International Inc October 2014 - Present
KeyPoint Government Solutions May 2012 - September 2014
Fancy Footwork Fitness July 2011 - December 2013
USIS September 1999 - September 2013
Primerica Financial Services November 2007 - March 2008
Imperial Bank July 1999 - September 1999
Wells Fargo Bank August 1997 - July 1999
Education
University of Phoenix Online 2005 — 2007
MBA, Business Administration
University of California, Irvine 1995 — 1999
Bachelor of Arts (B.A.), Sociology and Criminology
Sansanee Hale's Wells Fargo Bank Experience November 2013 - Present
Job Service Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank November 2013 - Present
Education
University of California, Davis
Wells Fargo Bank November 2013 - Present
Education
University of California, Davis
Sergey Shikhvarg's Wells Fargo Bank Experience March 2007 - December 2014
Job VP, Sr. Relationship Manager at Bridge Bank
Industry Banking
Experience
Bridge Bank July 2015 - Present
Torrey Pines Bank December 2014 - Present
Wells Fargo Bank March 2007 - December 2014
Wells Fargo Bank October 2005 - March 2007
Education
University of California, Davis 2002 — 2005
BS, Managerial Economics
Bridge Bank July 2015 - Present
Torrey Pines Bank December 2014 - Present
Wells Fargo Bank March 2007 - December 2014
Wells Fargo Bank October 2005 - March 2007
Education
University of California, Davis 2002 — 2005
BS, Managerial Economics
Tim Liao's Wells Fargo Bank Experience October 2004 - November 2007
Job Financial Analyst at San Francisco Chronicle
Industry Financial Services
Experience
San Francisco Chronicle October 2008 - Present
Wells Fargo Bank October 2004 - November 2007
Gymboree June 2003 - October 2004
Scores Educational Center September 2002 - March 2003
Skills
Cognos, Hyperion Planning, Hyperion Reports, Essbase, Microsoft Excel, Microsoft Word, Visual Basic, Access, Budgeting, Forecasting, Analysis, Omniture
Education
University of California, Davis 1998 — 2002
Bachelor of Science (BS), Managerial Economics
San Francisco Chronicle October 2008 - Present
Wells Fargo Bank October 2004 - November 2007
Gymboree June 2003 - October 2004
Scores Educational Center September 2002 - March 2003
Skills
Cognos, Hyperion Planning, Hyperion Reports, Essbase, Microsoft Excel, Microsoft Word, Visual Basic, Access, Budgeting, Forecasting, Analysis, Omniture
Education
University of California, Davis 1998 — 2002
Bachelor of Science (BS), Managerial Economics
Robert Plata's Wells Fargo Bank Experience April 1999 - February 2002
Job Senior Database Administrator at US Bank
Industry Banking
Experience
US Bank September 2013 - Present
State of Oregon December 2011 - September 2013
Digital Inspections - KEMA February 2011 - December 2011
Wells Fargo February 2002 - April 2010
Wells Fargo Bank April 1999 - February 2002
Wells Fargo July 1995 - March 1999
Pacific Bell 1984 - 1995
Skills
REXX, TSO, COBOL, SQL, ISPF, Perl, BMC Remedy, MS Office Suite, DB2, z/OS, SQL Server, JCL, CICS, Mainframe, VSAM, Fileaid, MVS, IBM Mainframe, Disaster Recovery, Database Administration, Unix, Performance Tuning, Database Design, Visio, Windows, Troubleshooting, Data Modeling, Microsoft SQL Server, SQL Tuning, Production Support, IBM Utilities, Oracle, Microsoft Office, Operating Systems, WebSphere MQ, Databases, Data Warehousing, Relational Databases, Data Migration, AIX, Enterprise Architecture, T-SQL, SQL DB2, SDLC, SharePoint, Integration, IBM AIX
Education
University of Washington 2010 — 2011
SQL Server Specialist Certificate, Database Administration
University of California, Irvine
Bachelor of Science (BS), Mathematics
US Bank September 2013 - Present
State of Oregon December 2011 - September 2013
Digital Inspections - KEMA February 2011 - December 2011
Wells Fargo February 2002 - April 2010
Wells Fargo Bank April 1999 - February 2002
Wells Fargo July 1995 - March 1999
Pacific Bell 1984 - 1995
Skills
REXX, TSO, COBOL, SQL, ISPF, Perl, BMC Remedy, MS Office Suite, DB2, z/OS, SQL Server, JCL, CICS, Mainframe, VSAM, Fileaid, MVS, IBM Mainframe, Disaster Recovery, Database Administration, Unix, Performance Tuning, Database Design, Visio, Windows, Troubleshooting, Data Modeling, Microsoft SQL Server, SQL Tuning, Production Support, IBM Utilities, Oracle, Microsoft Office, Operating Systems, WebSphere MQ, Databases, Data Warehousing, Relational Databases, Data Migration, AIX, Enterprise Architecture, T-SQL, SQL DB2, SDLC, SharePoint, Integration, IBM AIX
Education
University of Washington 2010 — 2011
SQL Server Specialist Certificate, Database Administration
University of California, Irvine
Bachelor of Science (BS), Mathematics
Melissa (Melissa Quevedo) Velasquez NMLSR ID 633920's Wells Fargo Bank Experience March 2004 - August 2012
Job Private Mortgage Banking
Industry Banking
Experience
Wells Fargo Private Mortgage Banking February 2015 - Present
Union Bank August 2012 - January 2015
Wells Fargo Bank March 2004 - August 2012
Skills
Loans, Credit Analysis, Mortgage Lending, Wealth Management, Loan Origination, Private Banking, Lines Of Credit, Residential Mortgages, Refinance, Relationship Management, Asset Management, Credit, Portfolio Management
Education
University of California, Los Angeles 2011 — 2012
Personal Financial Planning
University of California, Irvine 2003 — 2007
Bachelor of Arts (B.A.), Cognitive Science
University of California, Irvine 2003 — 2007
Bachelor of Arts (B.A.), Sociology
Wells Fargo Private Mortgage Banking February 2015 - Present
Union Bank August 2012 - January 2015
Wells Fargo Bank March 2004 - August 2012
Skills
Loans, Credit Analysis, Mortgage Lending, Wealth Management, Loan Origination, Private Banking, Lines Of Credit, Residential Mortgages, Refinance, Relationship Management, Asset Management, Credit, Portfolio Management
Education
University of California, Los Angeles 2011 — 2012
Personal Financial Planning
University of California, Irvine 2003 — 2007
Bachelor of Arts (B.A.), Cognitive Science
University of California, Irvine 2003 — 2007
Bachelor of Arts (B.A.), Sociology
Antonino Martino's Wells Fargo Bank Experience December 2004 - December 2006
Job Experienced Customer Service Representative and Data Entry Clerk
Industry Financial Services
Experience
Innovative Staffing Solutions September 2007 - October 2007
Wells Fargo Bank December 2004 - December 2006
Education
University of California, Irvine 2004 — 2007
Bachelors, Political Science
Innovative Staffing Solutions September 2007 - October 2007
Wells Fargo Bank December 2004 - December 2006
Education
University of California, Irvine 2004 — 2007
Bachelors, Political Science
Michelle Kong's Wells Fargo Bank Experience February 2005 - June 2010
Job University Advisor at Ashford University
Industry Education Management
Experience
Ashford University January 2013 - Present
Ashford University August 2010 - January 2013
Ashford University August 2010 - April 2011
Wells Fargo Bank February 2005 - June 2010
Skills
Staff Development, Student Affairs, Teaching, Outlook, Data Analysis, Microsoft Office, PowerPoint, Marketing, Microsoft Excel, E-Learning, Organizational..., Adult Education, Student Financial Aid
Education
University of the Rockies 2011 — 2013
University of California, Irvine 2000 — 2004
Bachelor of Science, Biological Sciences
Ashford University January 2013 - Present
Ashford University August 2010 - January 2013
Ashford University August 2010 - April 2011
Wells Fargo Bank February 2005 - June 2010
Skills
Staff Development, Student Affairs, Teaching, Outlook, Data Analysis, Microsoft Office, PowerPoint, Marketing, Microsoft Excel, E-Learning, Organizational..., Adult Education, Student Financial Aid
Education
University of the Rockies 2011 — 2013
University of California, Irvine 2000 — 2004
Bachelor of Science, Biological Sciences
J. Pauline Mauro's Wells Fargo Bank Experience 1992 - 1994
Job Research Coordination Specialist at Capital Group
Industry Investment Management
Experience
Capital Group May 2013 - Present
Capital Group January 2002 - April 2013
RWT Investment Advisers 1999 - December 2001
Bjurman, Barry, and Associates 1997 - 1999
Bjurman, Barry, and Associates 1995 - 1997
Bjurman, Barry, and Associates 1994 - 1995
Wells Fargo Bank 1992 - 1994
Skills
Equity Research, Bloomberg, Equities, Valuation, Factset, Equity Valuation, Financial Modeling, Asset Management, Fixed Income, Finance
Education
University of California, Los Angeles 1998 — 2002
Bachelor of Arts (B.A.), English Literature
Presentation High School
Capital Group May 2013 - Present
Capital Group January 2002 - April 2013
RWT Investment Advisers 1999 - December 2001
Bjurman, Barry, and Associates 1997 - 1999
Bjurman, Barry, and Associates 1995 - 1997
Bjurman, Barry, and Associates 1994 - 1995
Wells Fargo Bank 1992 - 1994
Skills
Equity Research, Bloomberg, Equities, Valuation, Factset, Equity Valuation, Financial Modeling, Asset Management, Fixed Income, Finance
Education
University of California, Los Angeles 1998 — 2002
Bachelor of Arts (B.A.), English Literature
Presentation High School
Robert Carrick's Wells Fargo Bank Experience 2007 - October 2011
Job project manager at Company a
Industry Banking
Experience
Workday October 2011 - 2012
Wells Fargo Bank 2007 - October 2011
Washington Mutual Card Services March 2005 - March 2007
JP Morgan Chase (formerly Washington Mutual) 2005 - 2007
Skills
Web Project Management, Software Project..., ms proj
Education
University of California, Davis 1988 — 1993
Workday October 2011 - 2012
Wells Fargo Bank 2007 - October 2011
Washington Mutual Card Services March 2005 - March 2007
JP Morgan Chase (formerly Washington Mutual) 2005 - 2007
Skills
Web Project Management, Software Project..., ms proj
Education
University of California, Davis 1988 — 1993
Sean Reese's Wells Fargo Bank Experience April 2007 - Present
Job District Manager Los Angeles
Industry Banking
Experience
Wells Fargo Bank April 2007 - Present
Education
University of California, Los Angeles 1986 — 1990
Wells Fargo Bank April 2007 - Present
Education
University of California, Los Angeles 1986 — 1990
Matt Herold's Wells Fargo Bank Experience October 2004 - May 2006
Job Technical Support Analyst III at First Republic Bank
Industry Information Technology and Services
Experience
First Republic Bank May 2013 - Present
Montgomery & Co., LLC May 2012 - May 2013
EveryNetwork July 2010 - May 2012
Wells Fargo January 2010 - July 2010
Silver Lake Partners May 2008 - December 2009
Morgan Stanley May 2006 - May 2008
Wells Fargo Bank October 2004 - May 2006
Bear Stearns March 2004 - October 2004
JP Morgan Chase & Co July 1999 - January 2004
Skills
Windows Server 2008, Tandberg, Backup Exec, Group Policy, VMware ESX, VMware, Windows 7, Active Directory, Windows Server 2003, Telepresence, vSphere, DHCP, Blackberry Enterprise..., Video Conferencing, Symantec Endpoint..., Windows XP Professional, Symantec Antivirus, Forefront, DNS, VMware Infrastructure, Virtualization, Audio Conferencing, TMS, Cisco, System Administration, Servers, WAN, Laptops, Blackberry, Deployment, Patch Management, VPN, Firewalls, Windows, XP, Wireless, SIP Trunking, ShoreTel, Terminal Server, Bloomberg Terminal, KACE, Market Data, Windows Server, Disaster Recovery, TCP/IP, SaaS, Cisco Call Manager, MXLogic, Terminal Services, Vendor Management
Education
Tandberg Certified Engineer 2010 — 2010
Unitek
MCP, Microsoft Server 2003
University of California, Irvine 1990 — 1994
Bachelor, Arts; Comparative Literature and Spanish Literature
First Republic Bank May 2013 - Present
Montgomery & Co., LLC May 2012 - May 2013
EveryNetwork July 2010 - May 2012
Wells Fargo January 2010 - July 2010
Silver Lake Partners May 2008 - December 2009
Morgan Stanley May 2006 - May 2008
Wells Fargo Bank October 2004 - May 2006
Bear Stearns March 2004 - October 2004
JP Morgan Chase & Co July 1999 - January 2004
Skills
Windows Server 2008, Tandberg, Backup Exec, Group Policy, VMware ESX, VMware, Windows 7, Active Directory, Windows Server 2003, Telepresence, vSphere, DHCP, Blackberry Enterprise..., Video Conferencing, Symantec Endpoint..., Windows XP Professional, Symantec Antivirus, Forefront, DNS, VMware Infrastructure, Virtualization, Audio Conferencing, TMS, Cisco, System Administration, Servers, WAN, Laptops, Blackberry, Deployment, Patch Management, VPN, Firewalls, Windows, XP, Wireless, SIP Trunking, ShoreTel, Terminal Server, Bloomberg Terminal, KACE, Market Data, Windows Server, Disaster Recovery, TCP/IP, SaaS, Cisco Call Manager, MXLogic, Terminal Services, Vendor Management
Education
Tandberg Certified Engineer 2010 — 2010
Unitek
MCP, Microsoft Server 2003
University of California, Irvine 1990 — 1994
Bachelor, Arts; Comparative Literature and Spanish Literature
Isaac Alatorre's Wells Fargo Bank Experience July 1998 - August 2000
Job Owner at Coastline Supplies
Industry Business Supplies and Equipment
Experience
Coastline Supplies December 2010 - Present
Los Angeles Emergency Preparedness Foundation September 2014 - Present
West Coast Safety Supplies June 2009 - November 2010
Lincoln Financial Group September 2007 - March 2009
UBS July 2003 - September 2006
Wells Fargo Bank July 1998 - August 2000
Skills
Marketing Strategy, Account Management, Management, Marketing, Sales, Negotiation, Leadership, Business Strategy, Business Development, Microsoft Office, Microsoft Excel, Email Marketing, Strategy, Social Networking, Marketing Communications, Salesforce.com, Social Media Marketing, Small Business, Strategic Partnerships
Education
University of California, Irvine 2001 — 2003
BA, History, Humanties and Law
El Rancho High School 1994 — 1998
Mastering Business Growth
Mastering Business Growth
Mastering Business Growth
Coastline Supplies December 2010 - Present
Los Angeles Emergency Preparedness Foundation September 2014 - Present
West Coast Safety Supplies June 2009 - November 2010
Lincoln Financial Group September 2007 - March 2009
UBS July 2003 - September 2006
Wells Fargo Bank July 1998 - August 2000
Skills
Marketing Strategy, Account Management, Management, Marketing, Sales, Negotiation, Leadership, Business Strategy, Business Development, Microsoft Office, Microsoft Excel, Email Marketing, Strategy, Social Networking, Marketing Communications, Salesforce.com, Social Media Marketing, Small Business, Strategic Partnerships
Education
University of California, Irvine 2001 — 2003
BA, History, Humanties and Law
El Rancho High School 1994 — 1998
Mastering Business Growth
Mastering Business Growth
Mastering Business Growth
Lang Chen's Wells Fargo Bank Experience April 2010 - Present
Job Market Risk Consultant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank April 2010 - Present
Wells Fargo Bank August 2000 - April 2010
Wells Fargo September 1996 - August 2000
Education
University of California, Irvine 1987 — 1994
Ph.D in mathematics, Complex Analysis
Wells Fargo Bank April 2010 - Present
Wells Fargo Bank August 2000 - April 2010
Wells Fargo September 1996 - August 2000
Education
University of California, Irvine 1987 — 1994
Ph.D in mathematics, Complex Analysis
Marcella Bonnici's Wells Fargo Bank Experience June 1989 - December 1996
Job at Marcella Bonnici, M.D., Professional Corporation
Industry Medical Practice
Experience
Marcella Bonnici, M.D., Professional Corporation December 2010 - Present
W. Joseph Atiya, MD September 2009 - November 2010
Osborn Family Healthcare August 2004 - July 2009
Scottsdale Healthcare July 2001 - June 2004
Wells Fargo Bank June 1989 - December 1996
Skills
Women's Health, Prevention, Wellness, Healthcare, Family Medicine, EMR, Pediatrics, Physicians, Internal Medicine, Board Certified, Medicine, Clinical Research, Healthcare Management, Hospitals, Medical Education, Healthcare Information...
Education
Ross University School of Medicine 1997 — 2001
MD, medicine
University of California, Irvine 1989 — 1993
BS, Biological Sciences
Mater Dei High School 1985 — 1989
St. Hedwig 1977 — 1985
Marcella Bonnici, M.D., Professional Corporation December 2010 - Present
W. Joseph Atiya, MD September 2009 - November 2010
Osborn Family Healthcare August 2004 - July 2009
Scottsdale Healthcare July 2001 - June 2004
Wells Fargo Bank June 1989 - December 1996
Skills
Women's Health, Prevention, Wellness, Healthcare, Family Medicine, EMR, Pediatrics, Physicians, Internal Medicine, Board Certified, Medicine, Clinical Research, Healthcare Management, Hospitals, Medical Education, Healthcare Information...
Education
Ross University School of Medicine 1997 — 2001
MD, medicine
University of California, Irvine 1989 — 1993
BS, Biological Sciences
Mater Dei High School 1985 — 1989
St. Hedwig 1977 — 1985
Regina V. Pascual, AFIM, CFIRS's Wells Fargo Bank Experience September 2004 - March 2006
Job Investments Operations Mgr at Bank of the West
Industry Financial Services
Experience
Bank of the West September 2014 - Present
Bank of the West September 2010 - September 2014
Roth Capital Partners March 2006 - December 2008
Wells Fargo Bank September 2004 - March 2006
Bank of America December 1996 - September 2004
Skills
New Business Development, Wealth Management, Loans, Risk Management, Financial Services, Account Management, Bloomberg, Finance, Retail Banking, OFAC, Microsoft Office, Relationship Management, Business Planning
Education
Cannon Financial Institute 2012 — 2014
Trust, Audit, Compliance & Risk Management, CFIRS
Cannon Financial Institute 2012 — 2014
Accredited Fiduciary Investment Manager (AFIM), Investment Management
University of California, Irvine 1997 — 2001
BA, Economics & Management
Bank of the West September 2014 - Present
Bank of the West September 2010 - September 2014
Roth Capital Partners March 2006 - December 2008
Wells Fargo Bank September 2004 - March 2006
Bank of America December 1996 - September 2004
Skills
New Business Development, Wealth Management, Loans, Risk Management, Financial Services, Account Management, Bloomberg, Finance, Retail Banking, OFAC, Microsoft Office, Relationship Management, Business Planning
Education
Cannon Financial Institute 2012 — 2014
Trust, Audit, Compliance & Risk Management, CFIRS
Cannon Financial Institute 2012 — 2014
Accredited Fiduciary Investment Manager (AFIM), Investment Management
University of California, Irvine 1997 — 2001
BA, Economics & Management
Bonnie Turner's Wells Fargo Bank Experience
Job Managing Counsel at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank
Skills
Mergers & Acquisitions
Education
University of Southern California Law School 1976 — 1979
Juris Doctor (J.D.), Law
University of California, Irvine 1973 — 1975
Bachelor's Degree, Comparative Literature
Wells Fargo Bank
Skills
Mergers & Acquisitions
Education
University of Southern California Law School 1976 — 1979
Juris Doctor (J.D.), Law
University of California, Irvine 1973 — 1975
Bachelor's Degree, Comparative Literature
Shiva Farivar's Wells Fargo Bank Experience May 1984 - April 1987
Job Principal at SKF Consulting Services
Industry Civic & Social Organization
Experience
SKF Consulting Services December 2012 - Present
City of Irvine January 2007 - May 2014
First Strategies September 2007 - October 2008
City of Irvine September 2005 - December 2006
1st Business Bank June 1987 - February 1992
Wells Fargo Bank May 1984 - April 1987
Skills
Community Outreach, Policy, Public Speaking, Fundraising, Policy Analysis, Community Development, Government, Organizational..., Leadership, Editing, Political Campaigns, Grants, Project Planning, Speech Writing, Event Planning, Business Development, Public Relations, Management
Education
American Institute of Higher Education Resources
Certificate, Emotional Intelligence
American Institute of Higher Education Resources
Certificate, Corporate Risk Management
Institute of Children's Literature 2001 — 2002
Diploma, Children's and Adolescent Literature
University of California, Irvine 1982 — 1983
Master of Arts (M.A.), German Literature
University of California, San Diego 1979 — 1982
Bachelor's Degrees, Political Science, German Literature
German High School 1972 — 1978
Abitur, Humanities
SKF Consulting Services December 2012 - Present
City of Irvine January 2007 - May 2014
First Strategies September 2007 - October 2008
City of Irvine September 2005 - December 2006
1st Business Bank June 1987 - February 1992
Wells Fargo Bank May 1984 - April 1987
Skills
Community Outreach, Policy, Public Speaking, Fundraising, Policy Analysis, Community Development, Government, Organizational..., Leadership, Editing, Political Campaigns, Grants, Project Planning, Speech Writing, Event Planning, Business Development, Public Relations, Management
Education
American Institute of Higher Education Resources
Certificate, Emotional Intelligence
American Institute of Higher Education Resources
Certificate, Corporate Risk Management
Institute of Children's Literature 2001 — 2002
Diploma, Children's and Adolescent Literature
University of California, Irvine 1982 — 1983
Master of Arts (M.A.), German Literature
University of California, San Diego 1979 — 1982
Bachelor's Degrees, Political Science, German Literature
German High School 1972 — 1978
Abitur, Humanities
Suzy Medaglia's Wells Fargo Bank Experience November 2010 - Present
Job Residential Appraisal Specialist
Industry Banking
Experience
Wells Fargo Bank November 2010 - Present
San Mateo County March 2010 - November 2010
Wachovia August 1995 - January 2009
World Savings January 1991 - August 1995
Skills
Appraisal, FHA, Appraisals, Mortgage Banking, Management, Leadership, Cross-functional Team..., Valuation, Loss Mitigation, Refinance, Mortgage Lending, Property, Business Strategy
Education
University of California, Davis 1985 — 1988
Bachelors, English
Wells Fargo Bank November 2010 - Present
San Mateo County March 2010 - November 2010
Wachovia August 1995 - January 2009
World Savings January 1991 - August 1995
Skills
Appraisal, FHA, Appraisals, Mortgage Banking, Management, Leadership, Cross-functional Team..., Valuation, Loss Mitigation, Refinance, Mortgage Lending, Property, Business Strategy
Education
University of California, Davis 1985 — 1988
Bachelors, English
Charles Hyde's Wells Fargo Bank Experience January 2000 - January 2005
Job Business Acquisition Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2010 - Present
Wells Fargo April 2005 - September 2010
Wells Fargo Bank January 2000 - January 2005
Wells Fargo Bank January 1998 - January 2000
Skills
Consumer Lending, Home Equity, Small Business Lending, Lines Of Credit
Education
University of California, Irvine
Wells Fargo September 2010 - Present
Wells Fargo April 2005 - September 2010
Wells Fargo Bank January 2000 - January 2005
Wells Fargo Bank January 1998 - January 2000
Skills
Consumer Lending, Home Equity, Small Business Lending, Lines Of Credit
Education
University of California, Irvine
Lydia Mautner's Wells Fargo Bank Experience November 2005 - December 2012
Job Private Bank Operations Specialist at Umpqua Bank
Industry Banking
Experience
Umpqua Bank August 2015 - Present
Wells Fargo September 2013 - July 2015
Wells Fargo January 2013 - September 2013
Wells Fargo Bank November 2005 - December 2012
Wells Fargo Bank June 2005 - November 2005
Skills
Banking, Marketing, Wealth Management, Event Planning, Risk Management, Sales, Event Management, Corporate Events, Project Management, Leadership, Asset Management, Budgets, Coordinating Events, Financial Planning, Portfolio Management, Project Coordination, Regulatory Compliance
Education
University of California, Los Angeles 1999 — 2001
B.A., History/Art History
Notre Dame Academy
Umpqua Bank August 2015 - Present
Wells Fargo September 2013 - July 2015
Wells Fargo January 2013 - September 2013
Wells Fargo Bank November 2005 - December 2012
Wells Fargo Bank June 2005 - November 2005
Skills
Banking, Marketing, Wealth Management, Event Planning, Risk Management, Sales, Event Management, Corporate Events, Project Management, Leadership, Asset Management, Budgets, Coordinating Events, Financial Planning, Portfolio Management, Project Coordination, Regulatory Compliance
Education
University of California, Los Angeles 1999 — 2001
B.A., History/Art History
Notre Dame Academy
Samanthika De Silva's Wells Fargo Bank Experience August 1998 - April 2007
Job Regional Director Kinecta Federal Credit Union
Industry Banking
Experience
Kinecta Federal Credit Union October 2014 - Present
Kinecta Federal Credit Union April 2009 - Present
Kinecta Federal Credit Union October 2008 - April 2009
Kinecta Federal Credit Union April 2007 - October 2008
Wells Fargo Bank August 1998 - April 2007
Skills
Credit, Credit Analysis, Commercial Lending, Mortgage Lending, Consumer Lending, Underwriting, Loan Origination, Retail Banking, Banking, Mortgage Banking, Loans, Sales Management, FHA, Small Business Lending, Credit Unions, Refinance, Management
Education
University of California, Davis 2000 — 2004
BA, Psychology
Kinecta Federal Credit Union October 2014 - Present
Kinecta Federal Credit Union April 2009 - Present
Kinecta Federal Credit Union October 2008 - April 2009
Kinecta Federal Credit Union April 2007 - October 2008
Wells Fargo Bank August 1998 - April 2007
Skills
Credit, Credit Analysis, Commercial Lending, Mortgage Lending, Consumer Lending, Underwriting, Loan Origination, Retail Banking, Banking, Mortgage Banking, Loans, Sales Management, FHA, Small Business Lending, Credit Unions, Refinance, Management
Education
University of California, Davis 2000 — 2004
BA, Psychology
Shelly Perriard's Wells Fargo Bank Experience August 2011 - April 2014
Job Management Consultant
Industry Financial Services
Experience
Wells Fargo Bank August 2011 - April 2014
Deutsche Bank April 2009 - August 2011
Bank of America 1988 - 2006
Security Pacific Bank 1980 - 1988
Skills
Leadership, Banking, Operations Management, Project Management, Organizational..., Risk Management, Six Sigma, Process Improvement, Leadership Development, Cash Management, Change Management, Customer Service, Coaching, Strategic Planning, Mergers
Education
University of California, Davis 2008 — 2009
Certificate, College Admissions Counseling & Career Planning
Walden University 2007 — 2009
MS, Organizational Psychology & Development
University of Nevada-Las Vegas 1990 — 1993
MBA, Finance
University of Nevada-Reno 1980 — 1984
BS, Business Administration - Finance
Wells Fargo Bank August 2011 - April 2014
Deutsche Bank April 2009 - August 2011
Bank of America 1988 - 2006
Security Pacific Bank 1980 - 1988
Skills
Leadership, Banking, Operations Management, Project Management, Organizational..., Risk Management, Six Sigma, Process Improvement, Leadership Development, Cash Management, Change Management, Customer Service, Coaching, Strategic Planning, Mergers
Education
University of California, Davis 2008 — 2009
Certificate, College Admissions Counseling & Career Planning
Walden University 2007 — 2009
MS, Organizational Psychology & Development
University of Nevada-Las Vegas 1990 — 1993
MBA, Finance
University of Nevada-Reno 1980 — 1984
BS, Business Administration - Finance
Cathy Larson's Wells Fargo Bank Experience March 2009 - September 2012
Job Senior Underwriter IV at Citimortgage
Industry Banking
Experience
Citimortgage September 2012 - Present
Wells Fargo Bank March 2009 - September 2012
Empire Bancorp February 2008 - September 2008
Stearns Lending September 2007 - February 2008
IMPAC 2001 - 2006
Education
Corona del Mar High School 1971 — 1974
University of California, Irvine
Citimortgage September 2012 - Present
Wells Fargo Bank March 2009 - September 2012
Empire Bancorp February 2008 - September 2008
Stearns Lending September 2007 - February 2008
IMPAC 2001 - 2006
Education
Corona del Mar High School 1971 — 1974
University of California, Irvine
Doug McCurdy's Wells Fargo Bank Experience September 1984 - July 2000
Job AVP, Senior Applications Architect at Washington Mutual Card Services
Industry Information Technology and Services
Experience
JPMorgan Chase (Formerly Washington Mutual Card Services) July 2000 - June 2010
Wells Fargo Bank September 1984 - July 2000
Computab, Inc. January 1975 - August 1984
Education
University of Hawaii at Manoa 1971 — 1973
Masters, Mathematics
University of California, Los Angeles 1967 — 1971
B.A., Mathematics, German
JPMorgan Chase (Formerly Washington Mutual Card Services) July 2000 - June 2010
Wells Fargo Bank September 1984 - July 2000
Computab, Inc. January 1975 - August 1984
Education
University of Hawaii at Manoa 1971 — 1973
Masters, Mathematics
University of California, Los Angeles 1967 — 1971
B.A., Mathematics, German
Stacy Cox's Wells Fargo Bank Experience 1992 - 1998
Job VP, Commercial Banking Professional
Industry Banking
Experience
New Resource Bank April 2014 - March 2015
Bank of Marin (fka Bank of Alameda) June 2005 - April 2014
California Bank & Trust 2003 - 2005
US Bank (fka Bay View Bank) 2001 - 2003
Asset Based/Factored Finance 1998 - 2001
Wells Fargo Bank 1992 - 1998
Skills
Loans, Portfolio Management, Credit, Commercial Lending, Commercial Banking, Relationship Management, Loan Origination, Investment Banking, Financial Risk, Strategic Partnerships, Commercial Real Estate, Credit Analysis, Mergers & Acquisitions, Executive Management, Finance, Small Business Lending, Risk Management, Banking, Sales, Due Diligence, Strategic Financial..., Mortgage Lending, Fixed Income, Real Estate, Financial Analysis, Business Development, Underwriting, New Business Development, Investment Properties, Commercial Mortgages, Consumer Lending, Cash Management, Real Estate Economics, Financial Services, Sales Management, Deposits, Valuation, Real Estate Transactions, Business Strategy, Retail Banking, Cash Flow, Wealth Management, Private Equity, Asset Management, Investments, Capital Markets, Cross Selling, Mutual Funds, Property Management, Real Estate Development
Education
University of California, Davis 1987 — 1991
Bachelor of Science (BS), Business Administration and Management, General
New Resource Bank April 2014 - March 2015
Bank of Marin (fka Bank of Alameda) June 2005 - April 2014
California Bank & Trust 2003 - 2005
US Bank (fka Bay View Bank) 2001 - 2003
Asset Based/Factored Finance 1998 - 2001
Wells Fargo Bank 1992 - 1998
Skills
Loans, Portfolio Management, Credit, Commercial Lending, Commercial Banking, Relationship Management, Loan Origination, Investment Banking, Financial Risk, Strategic Partnerships, Commercial Real Estate, Credit Analysis, Mergers & Acquisitions, Executive Management, Finance, Small Business Lending, Risk Management, Banking, Sales, Due Diligence, Strategic Financial..., Mortgage Lending, Fixed Income, Real Estate, Financial Analysis, Business Development, Underwriting, New Business Development, Investment Properties, Commercial Mortgages, Consumer Lending, Cash Management, Real Estate Economics, Financial Services, Sales Management, Deposits, Valuation, Real Estate Transactions, Business Strategy, Retail Banking, Cash Flow, Wealth Management, Private Equity, Asset Management, Investments, Capital Markets, Cross Selling, Mutual Funds, Property Management, Real Estate Development
Education
University of California, Davis 1987 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Dan Palmquist's Wells Fargo Bank Experience February 1997 - January 2000
Job Vice President of Sales at FSSI Outsourced Document Print/Mail Solutions
Industry Printing
Experience
FSSI - Financial Statement Services Inc. April 2013 - Present
California United Bank June 2010 - April 2013
Partners Bank of California March 2009 - June 2010
Wachovia Bank March 2008 - March 2009
Commerce National Bank June 2005 - March 2008
US Bank February 2001 - June 2005
Wells Fargo Bank February 1997 - January 2000
Skills
Finance, Leadership, Business Development, Consumer Lending, Portfolio Management, Sales, New Business Development, Banking, Small Business Lending, Mergers & Acquisitions, Digital Printing, Inkjet, Direct Marketing, Sales Management, Managed Print Services
Education
University of California, Irvine 1990 — 1994
BS, Psychology
La Salle High School 1986 — 1990
FSSI - Financial Statement Services Inc. April 2013 - Present
California United Bank June 2010 - April 2013
Partners Bank of California March 2009 - June 2010
Wachovia Bank March 2008 - March 2009
Commerce National Bank June 2005 - March 2008
US Bank February 2001 - June 2005
Wells Fargo Bank February 1997 - January 2000
Skills
Finance, Leadership, Business Development, Consumer Lending, Portfolio Management, Sales, New Business Development, Banking, Small Business Lending, Mergers & Acquisitions, Digital Printing, Inkjet, Direct Marketing, Sales Management, Managed Print Services
Education
University of California, Irvine 1990 — 1994
BS, Psychology
La Salle High School 1986 — 1990
Blane Kezirian's Wells Fargo Bank Experience November 2011 - Present
Job Compliance Consultant, VP
Industry Financial Services
Experience
Wells Fargo Bank November 2011 - Present
Wells Fargo January 2011 - October 2011
Wachovia, A Wells Fargo Company August 2009 - January 2011
Wachovia, A Wells Fargo Company August 2008 - August 2009
Wachovia, A Wells Fargo Company July 2007 - August 2008
World Savings March 2004 - May 2006
Skills
FHA, Mortgage Lending, Real Estate, Appraisals, Risk Management
Education
University of California, Los Angeles 1999 — 2003
BA
Wells Fargo Bank November 2011 - Present
Wells Fargo January 2011 - October 2011
Wachovia, A Wells Fargo Company August 2009 - January 2011
Wachovia, A Wells Fargo Company August 2008 - August 2009
Wachovia, A Wells Fargo Company July 2007 - August 2008
World Savings March 2004 - May 2006
Skills
FHA, Mortgage Lending, Real Estate, Appraisals, Risk Management
Education
University of California, Los Angeles 1999 — 2003
BA
Margaret Boyer's Wells Fargo Bank Experience March 2003 - September 2003
Job Fraud Risk Analyst/Investigator
Industry Financial Services
Experience
Blackhawk Network March 2013 - Present
Self April 2007 - May 2013
Various short term mortgage related jobs November 2005 - April 2008
Aegis Lending Corporation September 2003 - November 2005
Wells Fargo Bank March 2003 - September 2003
Banner Bank (formerly Towne Bank) July 2000 - October 2002
Everett Mutual Savings Bank July 1993 - July 2000
Skills
Electronic Funds..., Alternative Medicine, Smoking Cessation, Customer Service, Fraud, Strategic Planning, Claim Investigation, Investigation, Leadership, Credit, Loans, Microsoft Office, Mortgage Lending, Management, Mortgage Banking, Finance, E-payments, Sales, Banking, Loan Origination, Financial Risk
Education
Various AML/BSA Online Conferences 2013 — 2014
Certificate of Completion, BSA/AML, SAR preparation, Investigations
Detective Training Institute, San Juan Capistrano, CA 2010 — 2012
Diploma, Private Investigation, A
University of California, Los Angeles 1985 — 1989
Professional Designation in Government Contract Management, Government Contracts/Aerospace Industry
Blackhawk Network March 2013 - Present
Self April 2007 - May 2013
Various short term mortgage related jobs November 2005 - April 2008
Aegis Lending Corporation September 2003 - November 2005
Wells Fargo Bank March 2003 - September 2003
Banner Bank (formerly Towne Bank) July 2000 - October 2002
Everett Mutual Savings Bank July 1993 - July 2000
Skills
Electronic Funds..., Alternative Medicine, Smoking Cessation, Customer Service, Fraud, Strategic Planning, Claim Investigation, Investigation, Leadership, Credit, Loans, Microsoft Office, Mortgage Lending, Management, Mortgage Banking, Finance, E-payments, Sales, Banking, Loan Origination, Financial Risk
Education
Various AML/BSA Online Conferences 2013 — 2014
Certificate of Completion, BSA/AML, SAR preparation, Investigations
Detective Training Institute, San Juan Capistrano, CA 2010 — 2012
Diploma, Private Investigation, A
University of California, Los Angeles 1985 — 1989
Professional Designation in Government Contract Management, Government Contracts/Aerospace Industry
Justin T Chen's Wells Fargo Bank Experience 2009 - 2012
Job Executive Recruiter at 50Caliber Recruiting
Industry Computer Software
Experience
50Caliber Recruiting 2014 - Present
loanDepot LLC 2012 - 2014
Wells Fargo Bank 2009 - 2012
Skills
Recruiting, Start-ups, Executive Search, Sales, Mortgage Lending, Credit, Finance, Investments, Loans, Financial Modeling, Underwriting, Asset Managment, Valuation, Loss Mitigation, REO, Foreclosures, Portfolio Management, BPO, Appraisals, Credit Analysis, Credit Scoring, Real Estate, Banking, Retail Banking, Budgets, Strategy, Mortgage Banking, Residential Mortgages, Residential Investment..., Loan Origination, Analysis, Management, Asset Management, Marketing, Leadership, Cold Calling
Education
University of California, Irvine 2004 — 2009
B.A, International Studies Emphasis on Business Economics
Diamond Bar High School
50Caliber Recruiting 2014 - Present
loanDepot LLC 2012 - 2014
Wells Fargo Bank 2009 - 2012
Skills
Recruiting, Start-ups, Executive Search, Sales, Mortgage Lending, Credit, Finance, Investments, Loans, Financial Modeling, Underwriting, Asset Managment, Valuation, Loss Mitigation, REO, Foreclosures, Portfolio Management, BPO, Appraisals, Credit Analysis, Credit Scoring, Real Estate, Banking, Retail Banking, Budgets, Strategy, Mortgage Banking, Residential Mortgages, Residential Investment..., Loan Origination, Analysis, Management, Asset Management, Marketing, Leadership, Cold Calling
Education
University of California, Irvine 2004 — 2009
B.A, International Studies Emphasis on Business Economics
Diamond Bar High School
Joshua Hillman's Wells Fargo Bank Experience 2009 - 2010
Job Acquisitions/Asset Management Intern at CareTrust REIT
Industry Financial Services
Experience
CareTrust REIT June 2015 - Present
Discover Financial Services March 2015 - June 2015
Discover Financial Services July 2013 - March 2015
Discover Financial Services February 2012 - July 2013
C.K Cooper & Co. 2011 - 2011
State Street 2010 - 2011
Wells Fargo Bank 2009 - 2010
Keller Williams Realty 2008 - 2009
America's Mortgage Specialists 2006 - 2008
Skills
Financial Analysis, Finance, Analysis, Management, Banking, Risk Management, Budgets, Project Management, P&L Forecasting, P&L Analysis, Financial Forecasting
Education
University of California, Irvine - The Paul Merage School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Real Estate Finance
University of California, Riverside
Bachelor of Arts, Economics (Finance)
CareTrust REIT June 2015 - Present
Discover Financial Services March 2015 - June 2015
Discover Financial Services July 2013 - March 2015
Discover Financial Services February 2012 - July 2013
C.K Cooper & Co. 2011 - 2011
State Street 2010 - 2011
Wells Fargo Bank 2009 - 2010
Keller Williams Realty 2008 - 2009
America's Mortgage Specialists 2006 - 2008
Skills
Financial Analysis, Finance, Analysis, Management, Banking, Risk Management, Budgets, Project Management, P&L Forecasting, P&L Analysis, Financial Forecasting
Education
University of California, Irvine - The Paul Merage School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Real Estate Finance
University of California, Riverside
Bachelor of Arts, Economics (Finance)
Ambreen Uddin's Wells Fargo Bank Experience 2005 - 2005
Job Internal Auditor at Aramco Services Company
Industry Oil & Energy
Experience
Aramco Services Company July 2013 - Present
Atwood Oceanics March 2013 - July 2013
PwC August 2011 - March 2013
KPMG February 2011 - July 2011
Medco Health Solutions February 2008 - February 2011
mayer hoffman McCain 2006 - 2007
Wells Fargo Bank 2005 - 2005
Skills
Auditing, Financial Reporting, US GAAP, Internal Controls, Sarbanes-Oxley Act, Risk Assessment
Education
University of California, Los Angeles
Aramco Services Company July 2013 - Present
Atwood Oceanics March 2013 - July 2013
PwC August 2011 - March 2013
KPMG February 2011 - July 2011
Medco Health Solutions February 2008 - February 2011
mayer hoffman McCain 2006 - 2007
Wells Fargo Bank 2005 - 2005
Skills
Auditing, Financial Reporting, US GAAP, Internal Controls, Sarbanes-Oxley Act, Risk Assessment
Education
University of California, Los Angeles
Mavel Becerra's Wells Fargo Bank Experience January 2012 - Present
Job Project Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank January 2012 - Present
Education
University of California, Irvine 2000 — 2005
Biology and Women's Studies
School name:
Wells Fargo Bank January 2012 - Present
Education
University of California, Irvine 2000 — 2005
Biology and Women's Studies
School name:
Russell Kairouz's Wells Fargo Bank Experience December 2006 - September 2007
Job Vice President, Regional Director External Wholesaler
Industry Investment Banking
Experience
Hatteras Funds January 2015 - Present
JPMorgan Chase & Co. November 2010 - December 2014
JPMorgan Chase & Co. November 2010 - October 2011
Advanced Equities January 2010 - August 2010
Fisher Investments September 2007 - May 2009
Wells Fargo Bank December 2006 - September 2007
Merrill Lynch September 2005 - December 2006
USFS May 2005 - September 2005
Skills
Leadership, Marketing, Sales, Venture Capital, Investments, CRM, Finance, Sales Process, Cold Calling, Marketing Strategy, Customer Service
Education
University of California, Davis 2002 — 2006
B.A., Communication/Managerial Economics
Hatteras Funds January 2015 - Present
JPMorgan Chase & Co. November 2010 - December 2014
JPMorgan Chase & Co. November 2010 - October 2011
Advanced Equities January 2010 - August 2010
Fisher Investments September 2007 - May 2009
Wells Fargo Bank December 2006 - September 2007
Merrill Lynch September 2005 - December 2006
USFS May 2005 - September 2005
Skills
Leadership, Marketing, Sales, Venture Capital, Investments, CRM, Finance, Sales Process, Cold Calling, Marketing Strategy, Customer Service
Education
University of California, Davis 2002 — 2006
B.A., Communication/Managerial Economics
Tony Vela's Wells Fargo Bank Experience 2006 - 2008
Job Virgin America
Industry Airlines/Aviation
Experience
Virgin America March 2011 - Present
DABS inc. July 2008 - March 2011
Wells Fargo Bank 2006 - 2008
Wells Fargo Bank 2000 - 2006
Excite@Home 1999 - 2000
SEMA Group Pty Ltd 1999 - 1999
Viag Interkom 1998 - 1999
SBC 1996 - 1998
Skills
SDLC, Business Analysis, Airline Ticketing, Airline Reservations, SABRE Customer Insight..., SABRE Res, SABRE Customer Delivery..., SABRE Travel Bank, Requirements Management, Web Applications, Change Management, Web Analytics, Tealeaf, Tagman, Microsoft SQL Server, MySQL, Omniture, Staff Management, Requirements Gathering, Vendor Management, Program Management, Team Leadership, Oracle SQL Developer, Responsys, Sabre Interact, Site Catalyst, RightNow, Systems Analysis
Education
UCLA 1990 — 1995
Bachelor's degree, English Language and Literature/Letters
University of California, Los Angeles 1990 — 1995
BA, English
Virgin America March 2011 - Present
DABS inc. July 2008 - March 2011
Wells Fargo Bank 2006 - 2008
Wells Fargo Bank 2000 - 2006
Excite@Home 1999 - 2000
SEMA Group Pty Ltd 1999 - 1999
Viag Interkom 1998 - 1999
SBC 1996 - 1998
Skills
SDLC, Business Analysis, Airline Ticketing, Airline Reservations, SABRE Customer Insight..., SABRE Res, SABRE Customer Delivery..., SABRE Travel Bank, Requirements Management, Web Applications, Change Management, Web Analytics, Tealeaf, Tagman, Microsoft SQL Server, MySQL, Omniture, Staff Management, Requirements Gathering, Vendor Management, Program Management, Team Leadership, Oracle SQL Developer, Responsys, Sabre Interact, Site Catalyst, RightNow, Systems Analysis
Education
UCLA 1990 — 1995
Bachelor's degree, English Language and Literature/Letters
University of California, Los Angeles 1990 — 1995
BA, English
Howie Ta's Wells Fargo Bank Experience August 2005 - July 2009
Job Producer at New Century Insurance Services, Inc
Industry Insurance
Experience
New Century Insurance Services, Inc Senior relationship BankerWells FargoAugust 2005 - September 2009
Wells Fargo Bank August 2005 - July 2009
Skills
Property & Casualty..., Professional Liability, Life Insurance, Insurance, Workers Compensation, Legal Liability, Umbrella Insurance, Liability, Underwriting, Casualty, Commercial Lines, Brokers, Commercial Insurance, Excess, Inland Marine
Education
University of California, Los Angeles 2001 — 2005
Bachelor, Mathematics
University of California, Los Angeles 2001 — 2005
Bachelor's degree, Applied Mathematics
New Century Insurance Services, Inc Senior relationship BankerWells FargoAugust 2005 - September 2009
Wells Fargo Bank August 2005 - July 2009
Skills
Property & Casualty..., Professional Liability, Life Insurance, Insurance, Workers Compensation, Legal Liability, Umbrella Insurance, Liability, Underwriting, Casualty, Commercial Lines, Brokers, Commercial Insurance, Excess, Inland Marine
Education
University of California, Los Angeles 2001 — 2005
Bachelor, Mathematics
University of California, Los Angeles 2001 — 2005
Bachelor's degree, Applied Mathematics
Ronald Yee's Wells Fargo Bank Experience November 2003 - July 2008
Job Materials Program Manager at Apple
Industry Consumer Electronics
Experience
Apple April 2012 - Present
Foxconn July 2010 - March 2012
Global Village Organization July 2008 - December 2009
Wells Fargo Bank November 2003 - July 2008
Skills
Banking, Strategic Planning, Materials Management, Program Management, Process Improvement, Cross-functional Team..., Management, Business Development, Customer Service, Business Analysis, Forecasting, Project Management, Product Management, Business Process..., Vendor Management, Financial Analysis
Education
University of California, Irvine 1999 — 2004
BA, Economics
Apple April 2012 - Present
Foxconn July 2010 - March 2012
Global Village Organization July 2008 - December 2009
Wells Fargo Bank November 2003 - July 2008
Skills
Banking, Strategic Planning, Materials Management, Program Management, Process Improvement, Cross-functional Team..., Management, Business Development, Customer Service, Business Analysis, Forecasting, Project Management, Product Management, Business Process..., Vendor Management, Financial Analysis
Education
University of California, Irvine 1999 — 2004
BA, Economics
Jasmin Hashemian's Wells Fargo Bank Experience January 2008 - June 2009
Job Business Development
Industry Apparel & Fashion
Experience
Nutrade Inc. dba Dreamworks Knitting May 2010 - Present
Wells Fargo Bank January 2008 - June 2009
Skills
Project Management, Asset Management, Sales, Photoshop, Google Adwords, Market Research, SEM, Advertising, Social Media, Business Strategy, Online Marketing, Financial Modeling, Fundraising, Copywriting, Risk Management, Social Networking, Editing, Investments, Data Analysis, Customer Service, Blogging, Microsoft Office, Research, Organizational..., Social Media Marketing, Nonprofits, Financial Analysis, SEO, Salesforce.com, Microsoft Excel, New Business Development, Merchandising, Entrepreneurship, PowerPoint, Media Relations, Marketing Strategy, Credit, Marketing, Strategic Communications, Public Speaking, Strategic Planning, Event Planning, Strategic Partnerships, Public Relations, Google Analytics, Digital Media, Business Development, Marketing Communications, Strategy, Retirement Planning
Education
University of Southern California - Marshall School of Business
Master of Business Administration (MBA), Candidate
University of California, Irvine 2005 — 2008
Bachelor of Science (B.S.), Political Science, Management
Nutrade Inc. dba Dreamworks Knitting May 2010 - Present
Wells Fargo Bank January 2008 - June 2009
Skills
Project Management, Asset Management, Sales, Photoshop, Google Adwords, Market Research, SEM, Advertising, Social Media, Business Strategy, Online Marketing, Financial Modeling, Fundraising, Copywriting, Risk Management, Social Networking, Editing, Investments, Data Analysis, Customer Service, Blogging, Microsoft Office, Research, Organizational..., Social Media Marketing, Nonprofits, Financial Analysis, SEO, Salesforce.com, Microsoft Excel, New Business Development, Merchandising, Entrepreneurship, PowerPoint, Media Relations, Marketing Strategy, Credit, Marketing, Strategic Communications, Public Speaking, Strategic Planning, Event Planning, Strategic Partnerships, Public Relations, Google Analytics, Digital Media, Business Development, Marketing Communications, Strategy, Retirement Planning
Education
University of Southern California - Marshall School of Business
Master of Business Administration (MBA), Candidate
University of California, Irvine 2005 — 2008
Bachelor of Science (B.S.), Political Science, Management
Cinthia Figueroa's Wells Fargo Bank Experience July 2010 - August 2011
Job Finance Manager at GCI Solar
Industry Renewables & Environment
Experience
GCI Solar August 2011 - Present
Wells Fargo Bank July 2010 - August 2011
Gap Inc./Old Navy 2008 - 2010
Skills
Microsoft Office, Customer Service, Research, Microsoft Word, Microsoft Excel, Leadership, PowerPoint, Business Strategy, Financial Analysis, Outlook, Teamwork, Sales Management, Financial Services
Education
University of California, Irvine 2004 — 2008
BA, Social Ecology, Art History
GCI Solar August 2011 - Present
Wells Fargo Bank July 2010 - August 2011
Gap Inc./Old Navy 2008 - 2010
Skills
Microsoft Office, Customer Service, Research, Microsoft Word, Microsoft Excel, Leadership, PowerPoint, Business Strategy, Financial Analysis, Outlook, Teamwork, Sales Management, Financial Services
Education
University of California, Irvine 2004 — 2008
BA, Social Ecology, Art History
Paul Bianchi's Wells Fargo Bank Experience 1973 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
Bank of the West 2011 - Present
Merrill Lynch/ US Trust 2010 - 2011
Santa Barbara Bank & Trust July 2006 - February 2010
Wells Fargo Bank 1973 - 2006
Wells Fargo Financial 1973 - 2006
Wells Fargo Financial 1973 - 2006
Wells Fargo 1973 - 2006
Skills
Alternative Investments, Investment Strategies, Portfolio Management, Securities, Strategic Financial..., Capital Markets, Investment Advisory, Retirement Planning, Banking, Commercial Lending, Asset Managment, Series 7
Education
Pacific Coast Banking School @ Univ. of Washington 1983 — 1985
Certification, Banking & Trust
University of California, Los Angeles 1970 — 1973
BA, Urban Planning
Bank of the West 2011 - Present
Merrill Lynch/ US Trust 2010 - 2011
Santa Barbara Bank & Trust July 2006 - February 2010
Wells Fargo Bank 1973 - 2006
Wells Fargo Financial 1973 - 2006
Wells Fargo Financial 1973 - 2006
Wells Fargo 1973 - 2006
Skills
Alternative Investments, Investment Strategies, Portfolio Management, Securities, Strategic Financial..., Capital Markets, Investment Advisory, Retirement Planning, Banking, Commercial Lending, Asset Managment, Series 7
Education
Pacific Coast Banking School @ Univ. of Washington 1983 — 1985
Certification, Banking & Trust
University of California, Los Angeles 1970 — 1973
BA, Urban Planning
Steve Macrae's Wells Fargo Bank Experience 1986 - 1994
Job SVP/Special Assets Manager at Tri Counties Bank
Industry Banking
Experience
Tri Counties Bank February 2009 - Present
Community Bank of San Joaquin 2008 - 2009
Granite Community Bank 2005 - 2008
Wells Fargo Bank 1986 - 1994
Wells Fargo Bank 1986 - 1994
Skills
Credit Analysis, Commercial Banking, Loans, Banking, Commercial Lending, Lines Of Credit, Credit, Small Business Lending, Commercial Mortgages, Asset Based Lending, Underwriting, Credit Risk, Mortgage Lending, Consumer Lending, Treasury Management
Education
PCBS
Redwood High School
Redwood High School
UC Davis
BS, Ag Econ Business Management
University of California, Davis
Tri Counties Bank February 2009 - Present
Community Bank of San Joaquin 2008 - 2009
Granite Community Bank 2005 - 2008
Wells Fargo Bank 1986 - 1994
Wells Fargo Bank 1986 - 1994
Skills
Credit Analysis, Commercial Banking, Loans, Banking, Commercial Lending, Lines Of Credit, Credit, Small Business Lending, Commercial Mortgages, Asset Based Lending, Underwriting, Credit Risk, Mortgage Lending, Consumer Lending, Treasury Management
Education
PCBS
Redwood High School
Redwood High School
UC Davis
BS, Ag Econ Business Management
University of California, Davis
Tom Eason's Wells Fargo Bank Experience October 1982 - November 1991
Job Owner, Eason Associates
Industry Information Technology and Services
Experience
Eason Associates November 1991 - Present
Wells Fargo Bank October 1982 - November 1991
Skills
Information Management, IT Service Management, Program Management
Education
UCLA 1947 — 1951
BA, Mathematics
University of California, Los Angeles 1947 — 1951
Bachelor of Arts (B.A.), Mathematics
Eason Associates November 1991 - Present
Wells Fargo Bank October 1982 - November 1991
Skills
Information Management, IT Service Management, Program Management
Education
UCLA 1947 — 1951
BA, Mathematics
University of California, Los Angeles 1947 — 1951
Bachelor of Arts (B.A.), Mathematics
Rod Parsa's Wells Fargo Bank Experience March 2009 - Present
Job Business Banking Specialist at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank March 2009 - Present
Education
UCLA
Wells Fargo Bank March 2009 - Present
Education
UCLA
Jonathan Koo's Wells Fargo Bank Experience January 2012 - January 2013
Job Small Business Banker at Bank of America
Industry Banking
Experience
Bank of America January 2013 - Present
Wells Fargo Bank January 2012 - January 2013
Amity & Elite Insurance Services July 2009 - January 2013
Skills
Sales, Customer Service, Microsoft Office, Leadership, Microsoft Excel, Outlook, Account Management, Microsoft Word, PowerPoint, Salesforce.com, Marketing, Data Analysis, Project Management, Event Planning, Data Entry, Social Media Marketing, Social Networking, Social Media, Public Speaking, Leadership Development
Education
University of California, Irvine 2006 — 2008
Bachelor's degree, solciology
Bank of America January 2013 - Present
Wells Fargo Bank January 2012 - January 2013
Amity & Elite Insurance Services July 2009 - January 2013
Skills
Sales, Customer Service, Microsoft Office, Leadership, Microsoft Excel, Outlook, Account Management, Microsoft Word, PowerPoint, Salesforce.com, Marketing, Data Analysis, Project Management, Event Planning, Data Entry, Social Media Marketing, Social Networking, Social Media, Public Speaking, Leadership Development
Education
University of California, Irvine 2006 — 2008
Bachelor's degree, solciology
Ben Ayari's Wells Fargo Bank Experience 2008 - 2012
Job Branch Manager at Union Bank
Industry Banking
Experience
Union Bank July 2012 - Present
Wells Fargo Bank 2008 - 2012
Van Tuyl Group, Inc. 2005 - 2008
Skills
Retail Banking, Investment Banking, Commercial Banking, Business Lending, International Business..., Global Business..., New Business Development, Mortgage Lending, Commercial Mortgages, Asset Based Lending, Securities Lending, Cash Flow Lending, Sales Management, Lines Of Credit, Commercial Lending, Banking, Loans, Treasury Management, Credit, Cash Management, Small Business Lending, Loan Origination, Credit Risk, Structured Finance, Cross Selling, Portfolio Management, Consumer Lending, Private Banking, Credit Analysis, Deposits
Education
University of California, Los Angeles
Bachelor of Business Administration (BBA), Finance, General
Union Bank July 2012 - Present
Wells Fargo Bank 2008 - 2012
Van Tuyl Group, Inc. 2005 - 2008
Skills
Retail Banking, Investment Banking, Commercial Banking, Business Lending, International Business..., Global Business..., New Business Development, Mortgage Lending, Commercial Mortgages, Asset Based Lending, Securities Lending, Cash Flow Lending, Sales Management, Lines Of Credit, Commercial Lending, Banking, Loans, Treasury Management, Credit, Cash Management, Small Business Lending, Loan Origination, Credit Risk, Structured Finance, Cross Selling, Portfolio Management, Consumer Lending, Private Banking, Credit Analysis, Deposits
Education
University of California, Los Angeles
Bachelor of Business Administration (BBA), Finance, General
Hu Alfred's Wells Fargo Bank Experience November 1993 - November 1996
Job Information systems and settlements analyst at Pacific Gas and Electric Company
Industry Utilities
Experience
Pacific Gas and Electric Company December 1996 - Present
Wells Fargo Bank November 1993 - November 1996
United Airlines September 1989 - February 1993
Skills
Analytical Skills, Customer Service, Programming Languages, Arts, Cooking, Foreign Languages, Process Improvement
Education
University of California, Los Angeles 1978 — 1983
Math/Economics
Pacific Gas and Electric Company December 1996 - Present
Wells Fargo Bank November 1993 - November 1996
United Airlines September 1989 - February 1993
Skills
Analytical Skills, Customer Service, Programming Languages, Arts, Cooking, Foreign Languages, Process Improvement
Education
University of California, Los Angeles 1978 — 1983
Math/Economics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank