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
Andrew Ten Andrew Ten's Wells Fargo Bank Experience May 2000 - December 2004
Job Federal Lender Relations Specialist
Industry Government Administration
Experience
US Small Business Administration November 2014 - Present
NCUA February 2012 - November 2014
US Small Business Administration September 2008 - March 2012
DCMA January 2011 - July 2011
US Bank January 2010 - February 2011
California Statewide CDC March 2006 - June 2008
Citizens Business Bank December 2004 - March 2006
Wells Fargo Bank May 2000 - December 2004
INROADS 2000 - 2002
Skills
Commercial Banking, New Business Development, Financial Analysis, Financial Management, Public Relations, Community Relations, Community Outreach, Government Liaison, Government Contracts, Voice Over, Sales Management, Top Secret, Public Sector Management, Credit Analysis, Government Procurement, Managerial Finance, Analysis, Small Business, Community Development, Public Speaking, Auditing, Regulatory Examinations, Federal Government, Loans, Commercial Lending, Credit, Sales, Management, Investments, Banking, Portfolio Management, Training, Program Management, Policy, Business Development, Financial Risk, Government, Public Sector, Credit Risk, Leadership, Accounting, Finance, Coaching, Marketing, Executive Management, Negotiation, Cash Flow, Treasury Management, Underwriting, Financial Services
Education
University of California, Riverside 1998 — 2002
BS, Business Administration
Mountain View High School 1994 — 1998
HS Diploma, General
US Small Business Administration November 2014 - Present
NCUA February 2012 - November 2014
US Small Business Administration September 2008 - March 2012
DCMA January 2011 - July 2011
US Bank January 2010 - February 2011
California Statewide CDC March 2006 - June 2008
Citizens Business Bank December 2004 - March 2006
Wells Fargo Bank May 2000 - December 2004
INROADS 2000 - 2002
Skills
Commercial Banking, New Business Development, Financial Analysis, Financial Management, Public Relations, Community Relations, Community Outreach, Government Liaison, Government Contracts, Voice Over, Sales Management, Top Secret, Public Sector Management, Credit Analysis, Government Procurement, Managerial Finance, Analysis, Small Business, Community Development, Public Speaking, Auditing, Regulatory Examinations, Federal Government, Loans, Commercial Lending, Credit, Sales, Management, Investments, Banking, Portfolio Management, Training, Program Management, Policy, Business Development, Financial Risk, Government, Public Sector, Credit Risk, Leadership, Accounting, Finance, Coaching, Marketing, Executive Management, Negotiation, Cash Flow, Treasury Management, Underwriting, Financial Services
Education
University of California, Riverside 1998 — 2002
BS, Business Administration
Mountain View High School 1994 — 1998
HS Diploma, General
Amanda Wickman Amanda Wickman's Wells Fargo Bank Experience January 1987 - August 1994
Job Senior Vice President at City National Bank
Industry Banking
Experience
City National Bank March 2014 - Present
US Bank January 2004 - February 2014
City National Bank February 1995 - August 2004
Wells Fargo Bank January 1987 - August 1994
Skills
Credit, Loans, Treasury Management, Business Development, Funding, Finance, Due Diligence, Relationship Management, Financial Services, Corporate Finance, Executive Management, Investments, Lines Of Credit, Cash Management, Asset Management, Strategic Financial..., Asset Based Lending, Financial Planning, Banking, Commercial Lending, Portfolio Management, Underwriting, Credit Risk, Commercial Banking
Education
University of California, Los Angeles
BA, Political Science
San Dieguito High, Encinitas, CA
Diploma
University of California, Los Angeles
Bachelor's degree, Political Science and Government
City National Bank March 2014 - Present
US Bank January 2004 - February 2014
City National Bank February 1995 - August 2004
Wells Fargo Bank January 1987 - August 1994
Skills
Credit, Loans, Treasury Management, Business Development, Funding, Finance, Due Diligence, Relationship Management, Financial Services, Corporate Finance, Executive Management, Investments, Lines Of Credit, Cash Management, Asset Management, Strategic Financial..., Asset Based Lending, Financial Planning, Banking, Commercial Lending, Portfolio Management, Underwriting, Credit Risk, Commercial Banking
Education
University of California, Los Angeles
BA, Political Science
San Dieguito High, Encinitas, CA
Diploma
University of California, Los Angeles
Bachelor's degree, Political Science and Government
Alan Lui Alan Lui's Wells Fargo Bank Experience November 2007 - September 2013
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2013 - Present
Wells Fargo Bank November 2007 - September 2013
Skills
Insurance, Finance
Education
University of California, Riverside 2002 — 2007
BA, Business Economics
Mills High School 1998 — 2002
Wells Fargo Advisors, LLC September 2013 - Present
Wells Fargo Bank November 2007 - September 2013
Skills
Insurance, Finance
Education
University of California, Riverside 2002 — 2007
BA, Business Economics
Mills High School 1998 — 2002
Kenny Yoon Kenny Yoon's Wells Fargo Bank Experience September 2010 - September 2011
Job Inside Sales Manager at Wyatt Technology
Industry Biotechnology
Experience
Wyatt Technology April 2014 - Present
Bachem March 2013 - April 2014
Bachem September 2011 - March 2013
Wells Fargo Bank September 2010 - September 2011
Sangart May 2008 - December 2008
Sangart March 2007 - May 2008
Skills
Purification, Project Management, Quality Assurance, Management, Pharmaceutical Industry, Protein Chemistry, Biotechnology, Lifesciences, Biopharmaceuticals, HPLC, Peptide Manufacturing, Chemistry, Validation, Business Development, Process Simulation, Process Engineering, Analytical Chemistry, Manufacturing, TLC, Chromatography, Life Sciences
Education
University of California, San Diego 2000 — 2005
BS, Pharmacological Chemistry
Soquel High 1996 — 2000
High School Diploma
Wyatt Technology April 2014 - Present
Bachem March 2013 - April 2014
Bachem September 2011 - March 2013
Wells Fargo Bank September 2010 - September 2011
Sangart May 2008 - December 2008
Sangart March 2007 - May 2008
Skills
Purification, Project Management, Quality Assurance, Management, Pharmaceutical Industry, Protein Chemistry, Biotechnology, Lifesciences, Biopharmaceuticals, HPLC, Peptide Manufacturing, Chemistry, Validation, Business Development, Process Simulation, Process Engineering, Analytical Chemistry, Manufacturing, TLC, Chromatography, Life Sciences
Education
University of California, San Diego 2000 — 2005
BS, Pharmacological Chemistry
Soquel High 1996 — 2000
High School Diploma
Emily Garcia Emily Garcia's Wells Fargo Bank Experience April 2002 - January 2005
Job Dynamic Project Coordinator, Communications Consultant, Social Media Maven, Teaching Artist, Performer and Entrepreneur
Industry
Experience
Wells Fargo, Digital Channels May 2012 - November 2013
Town Hall Theater Company January 2005 - May 2012
Wells Fargo Bank April 2002 - January 2005
Alfa Tech June 1999 - April 2002
Skills
Budgets, Project Planning, Program Management, Project Coordination, Strategic Planning, Event Management, Content Development, Editing, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Access, PowerPoint, Windows, Research, Outlook, HTML, Technical Writing, SharePoint, Customer Service, Teaching, Negotiation, Musical Theatre, Production Managment, Dance, Teaching Acting, Acting, Visio, Planview, Clarity, Business Objects, Social Media Marketing
Education
University of California, Los Angeles
Bachelor's Degree, Bachelor of Arts, Theater, Film and Television
Wells Fargo, Digital Channels May 2012 - November 2013
Town Hall Theater Company January 2005 - May 2012
Wells Fargo Bank April 2002 - January 2005
Alfa Tech June 1999 - April 2002
Skills
Budgets, Project Planning, Program Management, Project Coordination, Strategic Planning, Event Management, Content Development, Editing, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Access, PowerPoint, Windows, Research, Outlook, HTML, Technical Writing, SharePoint, Customer Service, Teaching, Negotiation, Musical Theatre, Production Managment, Dance, Teaching Acting, Acting, Visio, Planview, Clarity, Business Objects, Social Media Marketing
Education
University of California, Los Angeles
Bachelor's Degree, Bachelor of Arts, Theater, Film and Television
Josh Houk's Wells Fargo Bank Experience January 2007 - Present
Job Vice President Business Relationship Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank January 2007 - Present
Skills
Commercial credit..., Treasury Management, Sales Management, Cash Management, Commercial Banking, Commercial Lending, Management, Mergers, Portfolio Management, Underwriting, Finance, Credit, Sales, Team Building, Strategic Planning
Education
College of Commercial Credit 2014 — 2014
Complex Credit Underwriting
University of California, Riverside 1999 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Wells Fargo Bank January 2007 - Present
Skills
Commercial credit..., Treasury Management, Sales Management, Cash Management, Commercial Banking, Commercial Lending, Management, Mergers, Portfolio Management, Underwriting, Finance, Credit, Sales, Team Building, Strategic Planning
Education
College of Commercial Credit 2014 — 2014
Complex Credit Underwriting
University of California, Riverside 1999 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Dane Horn Dane Horn's Wells Fargo Bank Experience October 2012 - March 2013
Job Account Executive
Industry Computer Software
Experience
Jobvite August 2014 - Present
Jobvite March 2013 - August 2014
Paradise Shave Ice March 2009 - August 2014
Wells Fargo Bank October 2012 - March 2013
iCiX (Contract) September 2009 - March 2010
Franklin Templeton Investments July 2008 - February 2009
Franklin Templeton Investments March 2006 - July 2008
Ameriprise Financial Services, Inc. July 2005 - December 2005
Skills
Account Management, Channel Sales, Client Retention, Consultative Sales, Forecasting, New Business Development, SaaS, Staff Management, Strategic Planning, Territory Development, Lead Generation, Sales Process, Customer Retention, Salesforce.com, Business Development, Customer Service, Start-ups, Sales, CRM, Management
Education
University of California, San Diego 2000 — 2004
Bachelor of Arts, Economics
Jobvite August 2014 - Present
Jobvite March 2013 - August 2014
Paradise Shave Ice March 2009 - August 2014
Wells Fargo Bank October 2012 - March 2013
iCiX (Contract) September 2009 - March 2010
Franklin Templeton Investments July 2008 - February 2009
Franklin Templeton Investments March 2006 - July 2008
Ameriprise Financial Services, Inc. July 2005 - December 2005
Skills
Account Management, Channel Sales, Client Retention, Consultative Sales, Forecasting, New Business Development, SaaS, Staff Management, Strategic Planning, Territory Development, Lead Generation, Sales Process, Customer Retention, Salesforce.com, Business Development, Customer Service, Start-ups, Sales, CRM, Management
Education
University of California, San Diego 2000 — 2004
Bachelor of Arts, Economics
Molly Heekin Molly Heekin's Wells Fargo Bank Experience August 2011 - June 2015
Job Technical Product Manager at Expedia, Inc.
Industry Leisure, Travel & Tourism
Experience
Expedia, Inc. June 2015 - Present
Wells Fargo Bank August 2011 - June 2015
Wells Fargo Bank June 2009 - August 2011
Wells Fargo Bank March 2008 - June 2009
Wells Fargo Bank May 2004 - March 2008
Wells Fargo Bank April 2000 - May 2004
Prudential California Realty 1998 - 2000
Samluk Communications 1997 - 1997
California Closets 1995 - 1997
Edwards & McCaslin 1993 - 1995
Skills
Program Management, Project Management, User Experience, PMP, Scrum, Mobile Devices, Leadership, Management, Agile Project Management, Web Project Management, SDLC, Marketing Strategy, Vendor Management, Information Architecture, Product Management, User Research, Requirements Gathering, Cross-functional Team..., Project Portfolio..., Testing, Quality Assurance, Software Project..., Best Practices, Communications Strategy, Strategic Communications, Marketing, Agile Methodologies, Usability Testing, Analytics, CRM, Mobile Applications, Mobile Payments, Strategic Planning, Content Strategy, Team Building, Product Strategy, Incubators
Education
University of California, San Diego 1989 — 1993
BA
University of California Berkeley Extension
Certificate
University of California Berkeley Extension
Certificate
Expedia, Inc. June 2015 - Present
Wells Fargo Bank August 2011 - June 2015
Wells Fargo Bank June 2009 - August 2011
Wells Fargo Bank March 2008 - June 2009
Wells Fargo Bank May 2004 - March 2008
Wells Fargo Bank April 2000 - May 2004
Prudential California Realty 1998 - 2000
Samluk Communications 1997 - 1997
California Closets 1995 - 1997
Edwards & McCaslin 1993 - 1995
Skills
Program Management, Project Management, User Experience, PMP, Scrum, Mobile Devices, Leadership, Management, Agile Project Management, Web Project Management, SDLC, Marketing Strategy, Vendor Management, Information Architecture, Product Management, User Research, Requirements Gathering, Cross-functional Team..., Project Portfolio..., Testing, Quality Assurance, Software Project..., Best Practices, Communications Strategy, Strategic Communications, Marketing, Agile Methodologies, Usability Testing, Analytics, CRM, Mobile Applications, Mobile Payments, Strategic Planning, Content Strategy, Team Building, Product Strategy, Incubators
Education
University of California, San Diego 1989 — 1993
BA
University of California Berkeley Extension
Certificate
University of California Berkeley Extension
Certificate
Joyce D'Epagnier Joyce D'Epagnier's Wells Fargo Bank Experience 1987 - 1995
Job Mom at My Three Kids
Industry Civic & Social Organization
Experience
My Three Kids Fundraising Co-chairNational Charity League, Inc.January 2013 - May 2014
Wells Fargo Bank 1987 - 1995
Skills
Fundraising, Nonprofits, Program Development, Customer Service, Strategic Planning, Event Planning, Leadership, Program Management, Public Speaking, Social Media, Event Management, Team Building
Education
University of California, Los Angeles
B.A., Political Science- College of Letters and Science
Ocean View High School 1979 — 1983
My Three Kids Fundraising Co-chairNational Charity League, Inc.January 2013 - May 2014
Wells Fargo Bank 1987 - 1995
Skills
Fundraising, Nonprofits, Program Development, Customer Service, Strategic Planning, Event Planning, Leadership, Program Management, Public Speaking, Social Media, Event Management, Team Building
Education
University of California, Los Angeles
B.A., Political Science- College of Letters and Science
Ocean View High School 1979 — 1983
Carl Ramirez Carl Ramirez's Wells Fargo Bank Experience January 2008 - September 2011
Job Finance Manager
Industry Financial Services
Experience
Bank of the West November 2011 - November 2013
Wells Fargo Bank January 2008 - September 2011
Wells Fargo Bank February 2003 - January 2008
Skills
Credit, Finance, Retail Banking, Banking, Loans, Commercial Lending, Forecasting
Education
UC Riverside 1998 — 2000
M.B.A., Finance
Bank of the West November 2011 - November 2013
Wells Fargo Bank January 2008 - September 2011
Wells Fargo Bank February 2003 - January 2008
Skills
Credit, Finance, Retail Banking, Banking, Loans, Commercial Lending, Forecasting
Education
UC Riverside 1998 — 2000
M.B.A., Finance
Fara Gobaud Fara Gobaud's Wells Fargo Bank Experience November 1988 - December 1990
Job Bookkeeper at Independent
Industry Investment Management
Experience
OMSD May 2008 - Present
Beck Trust October 2005 - Present
Wells Fargo Bank November 1988 - December 1990
Wachovia Bank & Trust May 1983 - August 1988
Skills
Simply Accounting, Bookkeeping, Teaching, Analysis, PowerPoint, Public Speaking, Financial Analysis, Budgets, Customer Service, Research, Microsoft Office, Year End Accounts, Leadership, Small Business, Data Entry, Social Media, Microsoft Excel, Sage
Education
University of California, Los Angeles 2011 — 2013
Financial Planning Certificate, Financial Planning and Services
OMSD May 2008 - Present
Beck Trust October 2005 - Present
Wells Fargo Bank November 1988 - December 1990
Wachovia Bank & Trust May 1983 - August 1988
Skills
Simply Accounting, Bookkeeping, Teaching, Analysis, PowerPoint, Public Speaking, Financial Analysis, Budgets, Customer Service, Research, Microsoft Office, Year End Accounts, Leadership, Small Business, Data Entry, Social Media, Microsoft Excel, Sage
Education
University of California, Los Angeles 2011 — 2013
Financial Planning Certificate, Financial Planning and Services
Shannon Webb, CRPC® Shannon Webb, CRPC®'s Wells Fargo Bank Experience May 2004 - January 2006
Job Financial Advisor / Dave Ramsey ELP
Industry Financial Services
Experience
Webb Financial Group May 2013 - Present
FSC Securities Corporation as the Broker/Dealer May 2013 - Present
Merrill Lynch September 2010 - May 2013
Wells Fargo Investments February 2008 - September 2010
Wells Fargo Investments January 2006 - February 2008
Wells Fargo Bank May 2004 - January 2006
Skills
Retirement Planning, Series 7, Investments, Wealth Management, Mutual Funds, Asset Allocation, Finance, Strategic Financial..., Portfolio Management, Investment Advisory, Asset Management, Financial Services
Education
University of California, Riverside 1999 — 2003
Bachelor of Science, Business Administration
Webb Financial Group May 2013 - Present
FSC Securities Corporation as the Broker/Dealer May 2013 - Present
Merrill Lynch September 2010 - May 2013
Wells Fargo Investments February 2008 - September 2010
Wells Fargo Investments January 2006 - February 2008
Wells Fargo Bank May 2004 - January 2006
Skills
Retirement Planning, Series 7, Investments, Wealth Management, Mutual Funds, Asset Allocation, Finance, Strategic Financial..., Portfolio Management, Investment Advisory, Asset Management, Financial Services
Education
University of California, Riverside 1999 — 2003
Bachelor of Science, Business Administration
Nick Horowitz Nick Horowitz's Wells Fargo Bank Experience May 1994 - June 1996
Job
Industry Information Technology and Services
Experience
Independent Contractor November 2014 - Present
Sererra April 2014 - November 2014
Wipro Technologies May 2013 - March 2014
Accenture June 2012 - May 2013
Skyytek Corporation August 2008 - June 2012
Axeus December 1998 - August 2008
Exchange Bank July 1997 - December 1998
Home Savings of America June 1996 - February 1997
Wells Fargo Bank May 1994 - June 1996
First Interstate Bank May 1994 - March 1996
Skills
NetSuite, SaaS, ERP, CRM, Product Management, Business Process, Cross-functional Team..., E-commerce, Business Intelligence, Management Consulting, Implementation, Business Process..., Process Improvement, Business Strategy, Strategic Planning, Cloud Applications, Gap Analysis, Business Process..., Merchant Acquiring, Merchant Card Processing, Start-ups, Consulting, Accounting, Corporate Financial..., Entrepreneurship, Boomi, Celigo Integrator, Management, Cloud Computing
Education
University of Southern California - Marshall School of Business 1993 — 1995
MBA, Finance & Entrepreneurship
University of California, Los Angeles 1986 — 1991
BA, Psychology with Specialization in Business & Administration
Independent Contractor November 2014 - Present
Sererra April 2014 - November 2014
Wipro Technologies May 2013 - March 2014
Accenture June 2012 - May 2013
Skyytek Corporation August 2008 - June 2012
Axeus December 1998 - August 2008
Exchange Bank July 1997 - December 1998
Home Savings of America June 1996 - February 1997
Wells Fargo Bank May 1994 - June 1996
First Interstate Bank May 1994 - March 1996
Skills
NetSuite, SaaS, ERP, CRM, Product Management, Business Process, Cross-functional Team..., E-commerce, Business Intelligence, Management Consulting, Implementation, Business Process..., Process Improvement, Business Strategy, Strategic Planning, Cloud Applications, Gap Analysis, Business Process..., Merchant Acquiring, Merchant Card Processing, Start-ups, Consulting, Accounting, Corporate Financial..., Entrepreneurship, Boomi, Celigo Integrator, Management, Cloud Computing
Education
University of Southern California - Marshall School of Business 1993 — 1995
MBA, Finance & Entrepreneurship
University of California, Los Angeles 1986 — 1991
BA, Psychology with Specialization in Business & Administration
Franco Ramos Franco Ramos's Wells Fargo Bank Experience February 2010 - October 2011
Job Regional Sales & Marketing Manager
Industry Banking
Experience
Wells Fargo September 2015 - Present
Wells Fargo September 2015 - Present
Wells Fargo July 2012 - September 2015
Wells Fargo Bank February 2010 - October 2011
Wells Fargo Bank March 2008 - February 2010
Wells Fargo February 2007 - March 2008
Skills
Public Speaking, Business Consulting, Project Management, Banking, Leadership, Sales, Management, Relationship Management, Team Building, Coaching, Strategy, Risk Management, Retail Banking, Customer Service, Employee Training
Education
University of California, San Diego 2002 — 2005
Bachelors of Arts, Communications, Marketing
Wells Fargo September 2015 - Present
Wells Fargo September 2015 - Present
Wells Fargo July 2012 - September 2015
Wells Fargo Bank February 2010 - October 2011
Wells Fargo Bank March 2008 - February 2010
Wells Fargo February 2007 - March 2008
Skills
Public Speaking, Business Consulting, Project Management, Banking, Leadership, Sales, Management, Relationship Management, Team Building, Coaching, Strategy, Risk Management, Retail Banking, Customer Service, Employee Training
Education
University of California, San Diego 2002 — 2005
Bachelors of Arts, Communications, Marketing
Steve Hulbert Steve Hulbert's Wells Fargo Bank Experience Sales DirectorAetnaJune 2002 - March 2012
Job Vice President at Wells Fargo Insurance Services USA, Inc.
Industry Financial Services
Experience
Wells Fargo Bank Sales DirectorAetnaJune 2002 - March 2012
Skills
Employee Benefits, Health Insurance, Insurance, Brokers, Health Savings Accounts, Disability Insurance, Underwriting, Strategy, Benefits Administration, Strategic Planning, Account Management, Business Development, Customer Service, Defined Benefit, Process Improvement, Team Building, Vendor Management
Education
University of California, Los Angeles 1996 — 1999
Master of Business Administration (MBA), Banking and Financial Support Services
UCSB 1983 — 1987
Economics, Economics
Wells Fargo Bank Sales DirectorAetnaJune 2002 - March 2012
Skills
Employee Benefits, Health Insurance, Insurance, Brokers, Health Savings Accounts, Disability Insurance, Underwriting, Strategy, Benefits Administration, Strategic Planning, Account Management, Business Development, Customer Service, Defined Benefit, Process Improvement, Team Building, Vendor Management
Education
University of California, Los Angeles 1996 — 1999
Master of Business Administration (MBA), Banking and Financial Support Services
UCSB 1983 — 1987
Economics, Economics
Daniel Patrick's Wells Fargo Bank Experience 1996 - 1999
Job SVP & Credit Administrator at Commercial Bank of California
Industry Banking
Experience
Commercial Bank of California September 2015 - Present
California Business Bank May 2015 - July 2015
Independence Bank (Sold to PPB) November 2013 - January 2015
BofI Federal Bank June 2013 - November 2013
FDIC June 2009 - June 2013
Mammoth Equities March 2005 - July 2008
Western Financial Bank 2002 - 2005
KeyBank 2001 - 2002
Wells Fargo Bank 1996 - 1999
First Interstate Bank 1990 - 1996
Skills
Loans, Finance, Investments, Asset Management, Financial Structuring, Commercial Lending, Project Finance, C&I Lending, Real Estate Financing, Real Estate, Due Diligence, Commercial Mortgages, Construction Loans, Credit Analysis, ALLL, Concentrations, Revolving Lines of..., Real Estate Economics, Portfolio Management, Financial Modeling, Managerial Finance, Asset Managment, Commercial Real Estate, Valuation, Credit Risk, Capital Markets, Commercial Banking, Structured Finance, Mergers & Acquisitions, Risk Measurement, Risk Metrics, Treasury Management, Risk Governance, Securitization, Credit, Financial Risk, Risk Modeling, Risk Based Pricing, Controls Assessment, Senior Debt, Leveraged Lending, ABL, Cash Flow Lending, Subordinated Debt, Bridge Financing, Credit Administration, Impairment, Banking, Asset Based Lending
Education
University of California, Los Angeles
BA, Economics
Notre Dame High School
Commercial Bank of California September 2015 - Present
California Business Bank May 2015 - July 2015
Independence Bank (Sold to PPB) November 2013 - January 2015
BofI Federal Bank June 2013 - November 2013
FDIC June 2009 - June 2013
Mammoth Equities March 2005 - July 2008
Western Financial Bank 2002 - 2005
KeyBank 2001 - 2002
Wells Fargo Bank 1996 - 1999
First Interstate Bank 1990 - 1996
Skills
Loans, Finance, Investments, Asset Management, Financial Structuring, Commercial Lending, Project Finance, C&I Lending, Real Estate Financing, Real Estate, Due Diligence, Commercial Mortgages, Construction Loans, Credit Analysis, ALLL, Concentrations, Revolving Lines of..., Real Estate Economics, Portfolio Management, Financial Modeling, Managerial Finance, Asset Managment, Commercial Real Estate, Valuation, Credit Risk, Capital Markets, Commercial Banking, Structured Finance, Mergers & Acquisitions, Risk Measurement, Risk Metrics, Treasury Management, Risk Governance, Securitization, Credit, Financial Risk, Risk Modeling, Risk Based Pricing, Controls Assessment, Senior Debt, Leveraged Lending, ABL, Cash Flow Lending, Subordinated Debt, Bridge Financing, Credit Administration, Impairment, Banking, Asset Based Lending
Education
University of California, Los Angeles
BA, Economics
Notre Dame High School
Rodney Ignacio Rodney Ignacio's Wells Fargo Bank Experience January 2004 - November 2008
Job Franchise Owner / Director at Virtuoso Music
Industry Music
Experience
Self-Employed April 2013 - Present
Virtuoso Music October 2008 - Present
Wells Fargo Bank January 2004 - November 2008
Commercial Travel Corporation January 2002 - December 2003
Toys R Us June 1999 - August 1999
Skills
Music, Composition, Music Theory, Guitar, Piano, Singing, Management, Customer Service, Music Education, Social Media Marketing, Studio Recording, Drums, Negotiation, Keyboards, Percussion, Songwriting, Microsoft Office, Event Management, Improvisation, Music Industry, Music Production, Pianist, Event Planning, Music Publishing, Bass, Banking, Recording, Sound, Editing, Radio, Conducting, Band, Entertainment, Vocalist, Audio Engineering, Recorder, Harmonica, Ukulele, Investments, Problem Solving, Accounting, Public Speaking, Budgets, Marketing, Customer Relations, Budgeting, Team Building, Promotions, Mixology, Search Engine...
Education
University of California, Riverside 1997 — 2001
Bachelor of Science, Business Administration
Self-Employed April 2013 - Present
Virtuoso Music October 2008 - Present
Wells Fargo Bank January 2004 - November 2008
Commercial Travel Corporation January 2002 - December 2003
Toys R Us June 1999 - August 1999
Skills
Music, Composition, Music Theory, Guitar, Piano, Singing, Management, Customer Service, Music Education, Social Media Marketing, Studio Recording, Drums, Negotiation, Keyboards, Percussion, Songwriting, Microsoft Office, Event Management, Improvisation, Music Industry, Music Production, Pianist, Event Planning, Music Publishing, Bass, Banking, Recording, Sound, Editing, Radio, Conducting, Band, Entertainment, Vocalist, Audio Engineering, Recorder, Harmonica, Ukulele, Investments, Problem Solving, Accounting, Public Speaking, Budgets, Marketing, Customer Relations, Budgeting, Team Building, Promotions, Mixology, Search Engine...
Education
University of California, Riverside 1997 — 2001
Bachelor of Science, Business Administration
Christina Clay's Wells Fargo Bank Experience December 1991 - June 1997
Job Project Manager at Experian Consumer Direct
Industry Information Technology and Services
Experience
Experian Consumer Direct August 2013 - Present
Laminar Consulting Services Inc. February 2011 - Present
StyleCliques.com March 2010 - Present
Experian Consumer Direct March 2008 - September 2011
CIBER Inc August 2006 - March 2008
OOMC August 2004 - August 2006
LaSalle Bank, ABN AMRO February 2003 - August 2004
American Management Systems AMS September 2000 - March 2002
Pacific Life Insurance Company October 1997 - July 2000
Wells Fargo Bank December 1991 - June 1997
Skills
Agile Methodologies, SDLC, Agile Project Management, SharePoint, Quality Assurance, .NET, Testing, Data Warehousing, Oracle, Integration, Test Planning, Software Documentation, Test Cases, System Testing, Microsoft SQL Server, Risk Management, Change Management, Software Quality..., Business Intelligence, Software Project..., Change Control, Web Applications, Software Development, Visio, Waterfall, Scrum, Databases, Offshore Resource..., Business Analysis, Production Support, Test Management, Manual Testing, Regression Testing, User Acceptance Testing, Vendor Management, Requirements Analysis, Requirements Gathering, SQL, Management, Leadership, Process Improvement
Education
University of California, Riverside 1991 — 1994
Business Administration, Accounting
Experian Consumer Direct August 2013 - Present
Laminar Consulting Services Inc. February 2011 - Present
StyleCliques.com March 2010 - Present
Experian Consumer Direct March 2008 - September 2011
CIBER Inc August 2006 - March 2008
OOMC August 2004 - August 2006
LaSalle Bank, ABN AMRO February 2003 - August 2004
American Management Systems AMS September 2000 - March 2002
Pacific Life Insurance Company October 1997 - July 2000
Wells Fargo Bank December 1991 - June 1997
Skills
Agile Methodologies, SDLC, Agile Project Management, SharePoint, Quality Assurance, .NET, Testing, Data Warehousing, Oracle, Integration, Test Planning, Software Documentation, Test Cases, System Testing, Microsoft SQL Server, Risk Management, Change Management, Software Quality..., Business Intelligence, Software Project..., Change Control, Web Applications, Software Development, Visio, Waterfall, Scrum, Databases, Offshore Resource..., Business Analysis, Production Support, Test Management, Manual Testing, Regression Testing, User Acceptance Testing, Vendor Management, Requirements Analysis, Requirements Gathering, SQL, Management, Leadership, Process Improvement
Education
University of California, Riverside 1991 — 1994
Business Administration, Accounting
Aldo Rios Aldo Rios's Wells Fargo Bank Experience December 2010 - January 2013
Job Personal Banker at US Banccorp
Industry Financial Services
Experience
US Banccorp January 2013 - Present
Wells Fargo Bank December 2010 - January 2013
Michaels Stores, Inc. July 2007 - May 2011
Skills
Microsoft Excel, Customer Service, PowerPoint, Financial Analysis, Microsoft Office, Microsoft Word, Retail, Outlook, Access, Sales, Strategic Financial..., Financial Modeling
Education
University of California, San Diego 2005 — 2010
BA, Economics
US Banccorp January 2013 - Present
Wells Fargo Bank December 2010 - January 2013
Michaels Stores, Inc. July 2007 - May 2011
Skills
Microsoft Excel, Customer Service, PowerPoint, Financial Analysis, Microsoft Office, Microsoft Word, Retail, Outlook, Access, Sales, Strategic Financial..., Financial Modeling
Education
University of California, San Diego 2005 — 2010
BA, Economics
Edward Troy Edward Troy's Wells Fargo Bank Experience August 2007 - August 2009
Job Portfolio Management Associate at Kayne Anderson Rudnick
Industry Financial Services
Experience
Kayne Anderson Rudnick January 2014 - Present
Signature Estate & Investment Advisors, LLC October 2012 - January 2014
Zecco Trading January 2012 - September 2012
Merrill Lynch August 2010 - June 2011
Ruibal Wealth Management February 2010 - June 2010
Wells Fargo Bank August 2007 - August 2009
Skills
Series 7, Investments, Wealth Management, Mutual Funds, Portfolio Management, Financial Analysis, Equities
Education
University of California, San Diego
B.A. In Economics, Economics
Kayne Anderson Rudnick January 2014 - Present
Signature Estate & Investment Advisors, LLC October 2012 - January 2014
Zecco Trading January 2012 - September 2012
Merrill Lynch August 2010 - June 2011
Ruibal Wealth Management February 2010 - June 2010
Wells Fargo Bank August 2007 - August 2009
Skills
Series 7, Investments, Wealth Management, Mutual Funds, Portfolio Management, Financial Analysis, Equities
Education
University of California, San Diego
B.A. In Economics, Economics
Walt Edwards, CFA Walt Edwards, CFA's Wells Fargo Bank Experience March 2003 - October 2007
Job Director
Industry Capital Markets
Experience
Wells Fargo Securities October 2007 - Present
Wells Fargo Bank March 2003 - October 2007
FG Partners LP January 2001 - March 2003
Westwood Opportunity Fund January 1999 - January 2001
Prudential Securities January 1996 - January 1999
UBS January 1993 - January 1996
Skills
Interest Rate..., Private Banking, Investment Advisory, Derivatives, Wealth Management, Banking, Fixed Income, Investment Management, Credit Analysis
Education
Pacific Coast Banking School @ University of Washington 2006 — 2008
Graduate Degree, Banking
University of California, Los Angeles 1986 — 1990
B.S., Applied Mathematics
Wells Fargo Securities October 2007 - Present
Wells Fargo Bank March 2003 - October 2007
FG Partners LP January 2001 - March 2003
Westwood Opportunity Fund January 1999 - January 2001
Prudential Securities January 1996 - January 1999
UBS January 1993 - January 1996
Skills
Interest Rate..., Private Banking, Investment Advisory, Derivatives, Wealth Management, Banking, Fixed Income, Investment Management, Credit Analysis
Education
Pacific Coast Banking School @ University of Washington 2006 — 2008
Graduate Degree, Banking
University of California, Los Angeles 1986 — 1990
B.S., Applied Mathematics
Brittany Purdom Brittany Purdom's Wells Fargo Bank Experience August 2010 - September 2014
Job Branch Manager/ Vice President at Citi
Industry Financial Services
Experience
Citi September 2014 - Present
Wells Fargo Bank August 2010 - September 2014
Wells Fargo Financial June 2009 - July 2010
College Works Painting January 2008 - July 2008
Skills
Leadership, Finance, Risk Management, Sales, Management, Financial Services, Credit
Education
University of Southern California - Marshall School of Business 2015 — 2017
Masters of Science, Social Entrepreneurs
University of California, Riverside 2007 — 2009
B.A., Business Administration and Economics
Citi September 2014 - Present
Wells Fargo Bank August 2010 - September 2014
Wells Fargo Financial June 2009 - July 2010
College Works Painting January 2008 - July 2008
Skills
Leadership, Finance, Risk Management, Sales, Management, Financial Services, Credit
Education
University of Southern California - Marshall School of Business 2015 — 2017
Masters of Science, Social Entrepreneurs
University of California, Riverside 2007 — 2009
B.A., Business Administration and Economics
Edward Mark Edward Mark's Wells Fargo Bank Experience March 2007 - Present
Job Compliance Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank March 2007 - Present
Bank of America January 2004 - March 2007
Banc of America Merchant Services LLC January 2000 - December 2003
Bank of America July 1998 - December 1999
Education
University of California, Riverside
BA, Economics
Wells Fargo Bank March 2007 - Present
Bank of America January 2004 - March 2007
Banc of America Merchant Services LLC January 2000 - December 2003
Bank of America July 1998 - December 1999
Education
University of California, Riverside
BA, Economics
Stephen Cordani Stephen Cordani's Wells Fargo Bank Experience March 2013 - Present
Job Senior Vice President / Loan Team Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank March 2013 - Present
Wells Fargo Bank March 2010 - March 2013
Wells Fargo Bank May 2007 - March 2010
Citicorp July 2006 - May 2007
Sumitomo Mitsui Banking Corp October 2004 - June 2006
Union Bank of California July 2000 - July 2004
William Oneil + Co. October 1997 - July 2000
Skills
Branch Management, Business Valuation, Banking, Loans, Credit, Financial Structuring, Treasury Management, Start-ups, Venture Capital, Investment Banking, Commercial Banking, Credit Analysis, Commercial Lending, Portfolio Management, Financial Analysis, Financial Modeling, Finance, Corporate Finance, Credit Risk, Risk Management, Financial Services, Underwriting
Education
University of California, Los Angeles 1992 — 1997
B.A., Economics, Corporate Finance, Accounting
Wells Fargo Bank March 2013 - Present
Wells Fargo Bank March 2010 - March 2013
Wells Fargo Bank May 2007 - March 2010
Citicorp July 2006 - May 2007
Sumitomo Mitsui Banking Corp October 2004 - June 2006
Union Bank of California July 2000 - July 2004
William Oneil + Co. October 1997 - July 2000
Skills
Branch Management, Business Valuation, Banking, Loans, Credit, Financial Structuring, Treasury Management, Start-ups, Venture Capital, Investment Banking, Commercial Banking, Credit Analysis, Commercial Lending, Portfolio Management, Financial Analysis, Financial Modeling, Finance, Corporate Finance, Credit Risk, Risk Management, Financial Services, Underwriting
Education
University of California, Los Angeles 1992 — 1997
B.A., Economics, Corporate Finance, Accounting
Keith M. Burgess Keith M. Burgess's Wells Fargo Bank Experience July 2000 - November 2001
Job Senior Specialty Territory Business Manager at BristolMyers Squibb
Industry Pharmaceuticals
Experience
Bristol-Myers Squibb April 2014 - Present
Boehringer Ingelheim November 2001 - April 2014
Wells Fargo Bank July 2000 - November 2001
Skills
Pharmaceutical Sales, Sales Management, Territory Analysis, Account Management, Solution Selling, Cold Calling, Consultative Selling..., New Business Development, Product Launch, Cardiology, Pulmonology, Endocrinology, Healthcare, Sales Force Development, Pharmaceutical Industry, Sales Effectiveness, Managed Care, Urology
Education
University of California, Riverside 1995 — 1999
BS, Business Administration
Bristol-Myers Squibb April 2014 - Present
Boehringer Ingelheim November 2001 - April 2014
Wells Fargo Bank July 2000 - November 2001
Skills
Pharmaceutical Sales, Sales Management, Territory Analysis, Account Management, Solution Selling, Cold Calling, Consultative Selling..., New Business Development, Product Launch, Cardiology, Pulmonology, Endocrinology, Healthcare, Sales Force Development, Pharmaceutical Industry, Sales Effectiveness, Managed Care, Urology
Education
University of California, Riverside 1995 — 1999
BS, Business Administration
Sharon Fisher Sharon Fisher's Wells Fargo Bank Experience 1998 - 2000
Job I'm retired from the corporate world effective June 30, 2014
Industry Leisure, Travel & Tourism
Experience
EDIS CORP. (EVERY DAY IS SATURDAY!) June 2014 - Present
Bank of the West November 2000 - June 2014
Wells Fargo Bank 1998 - 2000
Union Bank 1996 - 1998
The Irvine Company 1983 - 1995
Skills
Real Estate Economics, Loans, Commercial Mortgages, Real Estate, Real Estate Financing, Loan Origination, Underwriting, Commercial Real Estate, Asset Management, Mortgage Lending, Portfolio Management, Credit Analysis, Disposition, Commercial Banking, Financial Structuring, Structured Finance
Education
University of California, Los Angeles
BA, Political Science
EDIS CORP. (EVERY DAY IS SATURDAY!) June 2014 - Present
Bank of the West November 2000 - June 2014
Wells Fargo Bank 1998 - 2000
Union Bank 1996 - 1998
The Irvine Company 1983 - 1995
Skills
Real Estate Economics, Loans, Commercial Mortgages, Real Estate, Real Estate Financing, Loan Origination, Underwriting, Commercial Real Estate, Asset Management, Mortgage Lending, Portfolio Management, Credit Analysis, Disposition, Commercial Banking, Financial Structuring, Structured Finance
Education
University of California, Los Angeles
BA, Political Science
Mariko Ebina's Wells Fargo Bank Experience May 2003 - March 2006
Job Manager, Production
Industry Entertainment
Experience
Nexon June 2009 - Present
Acclaim Games, Inc. October 2008 - February 2009
Countrywide Home Loans May 2006 - February 2008
Wells Fargo Bank May 2003 - March 2006
Skills
Budgets, Competitive Analysis, Google Adwords, Project Management, Process Improvement, Event Management, Monetization, Customer Service, Data Analysis, Vendor Management, MMO, Product Management, Product Marketing, Management, Marketing, Business Development, Online Gaming, Marketing Strategy, Online Advertising, Social Media Marketing, MMORPG, Video Games, Computer Games, Quality Assurance, Game Development, Social Games, JIRA
Education
University of California, San Diego 1999 — 2003
BA, Communications
Nexon June 2009 - Present
Acclaim Games, Inc. October 2008 - February 2009
Countrywide Home Loans May 2006 - February 2008
Wells Fargo Bank May 2003 - March 2006
Skills
Budgets, Competitive Analysis, Google Adwords, Project Management, Process Improvement, Event Management, Monetization, Customer Service, Data Analysis, Vendor Management, MMO, Product Management, Product Marketing, Management, Marketing, Business Development, Online Gaming, Marketing Strategy, Online Advertising, Social Media Marketing, MMORPG, Video Games, Computer Games, Quality Assurance, Game Development, Social Games, JIRA
Education
University of California, San Diego 1999 — 2003
BA, Communications
Ankush Dhupar's Wells Fargo Bank Experience April 2005 - November 2006
Job Summer Associate at Paul Hastings
Industry Law Practice
Experience
Paul Hastings May 2014 - July 2014
Lynberg & Watkins May 2013 - April 2014
Interstate Oil and Gas Compact Commission January 2013 - November 2013
California Court of Appeal August 2012 - December 2012
AFL-CIO - American Federation of Labor May 2012 - August 2012
SEIU - Service Employees International Union August 2009 - July 2011
Kiva Microfunds September 2008 - February 2009
Los Angeles City Attorney's Office January 2007 - June 2007
Wells Fargo Bank April 2005 - November 2006
Education
UCLA School of Law
Doctor of Law (J.D.), Specialization: Business Law and Policy
University of California, Los Angeles 2004 — 2008
Bachelor of Arts (B.A.), Economics, Political Science
Paul Hastings May 2014 - July 2014
Lynberg & Watkins May 2013 - April 2014
Interstate Oil and Gas Compact Commission January 2013 - November 2013
California Court of Appeal August 2012 - December 2012
AFL-CIO - American Federation of Labor May 2012 - August 2012
SEIU - Service Employees International Union August 2009 - July 2011
Kiva Microfunds September 2008 - February 2009
Los Angeles City Attorney's Office January 2007 - June 2007
Wells Fargo Bank April 2005 - November 2006
Education
UCLA School of Law
Doctor of Law (J.D.), Specialization: Business Law and Policy
University of California, Los Angeles 2004 — 2008
Bachelor of Arts (B.A.), Economics, Political Science
Connie Chung Connie Chung's Wells Fargo Bank Experience August 2013 - July 2014
Job Credit Analyst at Union Bank
Industry Financial Services
Experience
Union Bank May 2015 - Present
Far East National Bank September 2014 - Present
Wells Fargo Bank August 2013 - July 2014
ATutorNow (formerly MyTutorNow) June 2012 - August 2013
International Financial and Insurance Services June 2011 - September 2011
One2one Learning Center April 2006 - August 2006
Skills
fluent in Mandarin, Chinese, Economics, English, PowerPoint, Microsoft Excel, Social Media, Microsoft Office, Stata, Microsoft Word, Public Speaking, Marketing, Marketing Strategy, Facebook, Public Relations, Teaching, Management, Time Management, Mandarin, Customer Service
Education
University of California, San Diego 2009 — 2013
bachelor of arts, economics
diamond bar high school 2005 — 2009
High School Diploma
Union Bank May 2015 - Present
Far East National Bank September 2014 - Present
Wells Fargo Bank August 2013 - July 2014
ATutorNow (formerly MyTutorNow) June 2012 - August 2013
International Financial and Insurance Services June 2011 - September 2011
One2one Learning Center April 2006 - August 2006
Skills
fluent in Mandarin, Chinese, Economics, English, PowerPoint, Microsoft Excel, Social Media, Microsoft Office, Stata, Microsoft Word, Public Speaking, Marketing, Marketing Strategy, Facebook, Public Relations, Teaching, Management, Time Management, Mandarin, Customer Service
Education
University of California, San Diego 2009 — 2013
bachelor of arts, economics
diamond bar high school 2005 — 2009
High School Diploma
Katie Bolander's Wells Fargo Bank Experience January 1994 - January 1999
Job Wealth Mgmt Associate at U.S. Bank/ Private Client Reserve
Industry Financial Services
Experience
U.S. Bank September 2012 - Present
Union Bank /La Jolla Private Bank October 2007 - August 2012
Capital One January 2003 - October 2007
Greenpoint Mortgage July 2002 - December 2002
U.S. Bank January 1999 - July 2002
Wells Fargo Bank January 1994 - January 1999
Advanta Mortgage January 1988 - January 1994
Gibraltar MoneyCenter January 1986 - January 1988
Skills
Loans, Commercial Lending, Mortgage Lending, Credit, Portfolio Management, Consumer Lending, Risk Management, Relationship Management, Asset Managment, Underwriting, Financial Services, Investments, Mortgage Banking, Credit Risk, Financial Analysis, Asset Management, Loan Origination, Commercial Banking, Credit Analysis, Small Business Lending, Wealth Management, Retail Banking, Private Banking, Lines Of Credit, Cross Selling, Cash Management
Education
Cannon Financial Institute
Certificate of Completion, Trust I, II
University of California, San Diego
B.A., English/American Literature
U.S. Bank September 2012 - Present
Union Bank /La Jolla Private Bank October 2007 - August 2012
Capital One January 2003 - October 2007
Greenpoint Mortgage July 2002 - December 2002
U.S. Bank January 1999 - July 2002
Wells Fargo Bank January 1994 - January 1999
Advanta Mortgage January 1988 - January 1994
Gibraltar MoneyCenter January 1986 - January 1988
Skills
Loans, Commercial Lending, Mortgage Lending, Credit, Portfolio Management, Consumer Lending, Risk Management, Relationship Management, Asset Managment, Underwriting, Financial Services, Investments, Mortgage Banking, Credit Risk, Financial Analysis, Asset Management, Loan Origination, Commercial Banking, Credit Analysis, Small Business Lending, Wealth Management, Retail Banking, Private Banking, Lines Of Credit, Cross Selling, Cash Management
Education
Cannon Financial Institute
Certificate of Completion, Trust I, II
University of California, San Diego
B.A., English/American Literature
Dung Ngo Dung Ngo's Wells Fargo Bank Experience July 1994 - Present
Job Vice President, Business Relationship Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank July 1994 - Present
Skills
Small Business Lending, Commercial Lending, Lines Of Credit, Commercial Banking, Loans, Finance, Banking, Credit Analysis, Consumer Lending, Mortgage Lending, Commercial Mortgages, Loan Origination, Asset Based Lending, Cross Selling, Credit
Education
University of California, Riverside 1988 — 1992
Wells Fargo Bank July 1994 - Present
Skills
Small Business Lending, Commercial Lending, Lines Of Credit, Commercial Banking, Loans, Finance, Banking, Credit Analysis, Consumer Lending, Mortgage Lending, Commercial Mortgages, Loan Origination, Asset Based Lending, Cross Selling, Credit
Education
University of California, Riverside 1988 — 1992
Peter Kim's Wells Fargo Bank Experience June 2011 - Present
Job Vice President, Senior Global Treasury Consultant at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank June 2011 - Present
Wells Fargo Bank January 2010 - June 2011
Wells Fargo Bank August 2003 - January 2010
Skills
Treasury Management, Global Cash Management, Operating Credit Risk..., Relationship Management, Banking Technology and..., SWIFT Integration, Working Capital..., Liquidity Management, Bank Reconciliation, Credit Risk, Commercial Banking, SWIFT payments, Financial Risk, Strategy, Financial Services, Finance, Risk Management, Leadership, Cross Selling, Management, Banking, Payments, Internal Audit, CRM, Treasury, Cash Management, Treasury Services
Education
University of California, Riverside 2002 — 2006
B.S., Business Administration
Wells Fargo Bank June 2011 - Present
Wells Fargo Bank January 2010 - June 2011
Wells Fargo Bank August 2003 - January 2010
Skills
Treasury Management, Global Cash Management, Operating Credit Risk..., Relationship Management, Banking Technology and..., SWIFT Integration, Working Capital..., Liquidity Management, Bank Reconciliation, Credit Risk, Commercial Banking, SWIFT payments, Financial Risk, Strategy, Financial Services, Finance, Risk Management, Leadership, Cross Selling, Management, Banking, Payments, Internal Audit, CRM, Treasury, Cash Management, Treasury Services
Education
University of California, Riverside 2002 — 2006
B.S., Business Administration
Hayk Barseghyan Hayk Barseghyan's Wells Fargo Bank Experience August 2003 - January 2011
Job Managing partner/Owner at NV Motors Auto Sales & Leasing
Industry Automotive
Experience
NV Motors Auto Sales & Leasing January 2011 - Present
Wells Fargo Bank August 2003 - January 2011
Skills
Loans, Trading, Credit, Investments, Finance, Banking, Business Planning, Commercial Banking, Management, Business Strategy, Credit Analysis, Financial Analysis, Marketing, Business Development, Mortgage Lending, Portfolio Management, Risk Management, Sales Management, Strategic Financial..., Sales, Underwriting
Education
UC Riverside 2003 — 2006
BA, Finance
Granada Hills High
NV Motors Auto Sales & Leasing January 2011 - Present
Wells Fargo Bank August 2003 - January 2011
Skills
Loans, Trading, Credit, Investments, Finance, Banking, Business Planning, Commercial Banking, Management, Business Strategy, Credit Analysis, Financial Analysis, Marketing, Business Development, Mortgage Lending, Portfolio Management, Risk Management, Sales Management, Strategic Financial..., Sales, Underwriting
Education
UC Riverside 2003 — 2006
BA, Finance
Granada Hills High
Angel Dillane Angel Dillane's Wells Fargo Bank Experience September 2006 - October 2009
Job Independent Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Investments October 2009 - November 2010
Wells Fargo Bank September 2006 - October 2009
Wells Fargo Investments June 2003 - January 2006
National Search Associates 2003 - 2003
Skills
Series 7, Series 66, Life Agent License, Wealth Management, Retirement Planning, Financial Planning, Banking, Investments, Loans, Strategic Financial..., Uniform Combined State..., Commercial Lending, Asset Management, Investment Advisory, Portfolio Management, Credit, Mutual Funds
Education
UCLA 1998 — 2002
B.A., International Development Studies
Los Gatos High School 1994 — 1998
Fisher Middle School
Wells Fargo Investments October 2009 - November 2010
Wells Fargo Bank September 2006 - October 2009
Wells Fargo Investments June 2003 - January 2006
National Search Associates 2003 - 2003
Skills
Series 7, Series 66, Life Agent License, Wealth Management, Retirement Planning, Financial Planning, Banking, Investments, Loans, Strategic Financial..., Uniform Combined State..., Commercial Lending, Asset Management, Investment Advisory, Portfolio Management, Credit, Mutual Funds
Education
UCLA 1998 — 2002
B.A., International Development Studies
Los Gatos High School 1994 — 1998
Fisher Middle School
Bianca Peñaloza Bianca Peñaloza's Wells Fargo Bank Experience February 2007 - December 2010
Job J.D. Candidate at Golden Gate University School of Law
Industry Legal Services
Experience
Bay Area Legal Aid September 2015 - Present
Golden Gate University School of Law August 2014 - Present
U.S. Immigration Law Group, LLP August 2013 - June 2014
San Diego Law Firm January 2012 - December 2012
San Diego Law Firm January 2011 - January 2012
Wells Fargo Bank February 2007 - December 2010
Skills
Document Drafting, Calendaring, Jury Trials, Customer Service, Customer Satisfaction, Phone Skills, Phone Etiquette, Answering Phones, Legal Discovery, Transactional, Legal Solutions Plus, Microsoft Office, Lexis, Bilingual, Wills, Trusts, Legal Assistance, Family Law, Civil Litigation, Telephone Skills, Trials, LexisNexis, Courts, Litigation, Appeals, Legal Research, Legal Writing, Mediation
Education
University of California, San Diego 2003 — 2008
Bachelors, History-Latin America, Political Science
Bay Area Legal Aid September 2015 - Present
Golden Gate University School of Law August 2014 - Present
U.S. Immigration Law Group, LLP August 2013 - June 2014
San Diego Law Firm January 2012 - December 2012
San Diego Law Firm January 2011 - January 2012
Wells Fargo Bank February 2007 - December 2010
Skills
Document Drafting, Calendaring, Jury Trials, Customer Service, Customer Satisfaction, Phone Skills, Phone Etiquette, Answering Phones, Legal Discovery, Transactional, Legal Solutions Plus, Microsoft Office, Lexis, Bilingual, Wills, Trusts, Legal Assistance, Family Law, Civil Litigation, Telephone Skills, Trials, LexisNexis, Courts, Litigation, Appeals, Legal Research, Legal Writing, Mediation
Education
University of California, San Diego 2003 — 2008
Bachelors, History-Latin America, Political Science
Rick Dumas Rick Dumas's Wells Fargo Bank Experience January 1990 - January 1991
Job Retail Managment Professional at Retail Managment Professional
Industry Retail
Experience
Wal-Mart September 2009 - June 2010
Wal-Mart September 2000 - September 2009
Jack in the Box January 1999 - January 2000
Jack in the Box January 1997 - January 1999
Bank of America January 1993 - January 1995
Bank of America January 1991 - January 1993
Wells Fargo Bank January 1990 - January 1991
Skills
Profitability, Apparel, Compliance, Customer Service, Bilingual-Spanish, Financial Analysis, Merchandising
Education
University of California, San Diego
Bachelor of Arts, Psychology
University of San Diego
Master's, Business Administration
Wal-Mart September 2009 - June 2010
Wal-Mart September 2000 - September 2009
Jack in the Box January 1999 - January 2000
Jack in the Box January 1997 - January 1999
Bank of America January 1993 - January 1995
Bank of America January 1991 - January 1993
Wells Fargo Bank January 1990 - January 1991
Skills
Profitability, Apparel, Compliance, Customer Service, Bilingual-Spanish, Financial Analysis, Merchandising
Education
University of California, San Diego
Bachelor of Arts, Psychology
University of San Diego
Master's, Business Administration
Pamela Couce Pamela Couce's Wells Fargo Bank Experience April 2011 - December 2011
Job VP Platform Manager/Governance Risk and Compliance Program at Bank of the West
Industry Banking
Experience
Bank of the West March 2013 - Present
Kaiser Permanente IT July 2012 - March 2013
Wells Fargo Bank April 2011 - December 2011
Wells Fargo Corporate HR November 2006 - April 2011
Wells Fargo Consumer Credit Group November 2001 - November 2006
Countrywide Capital Markets July 1994 - July 2001
Skills
Business Analysis, Analysis, Process Improvement, Requirements Analysis, SQL, Change Management, Program Management, Word, Documentation, Microsoft Office, Excel, Team Leadership, SharePoint, Mentoring, Problem Solving, Quality Assurance, Software Documentation, Banking, Management, Training, Microsoft Word
Education
University of California, Los Angeles
BA, English Literature
Bank of the West March 2013 - Present
Kaiser Permanente IT July 2012 - March 2013
Wells Fargo Bank April 2011 - December 2011
Wells Fargo Corporate HR November 2006 - April 2011
Wells Fargo Consumer Credit Group November 2001 - November 2006
Countrywide Capital Markets July 1994 - July 2001
Skills
Business Analysis, Analysis, Process Improvement, Requirements Analysis, SQL, Change Management, Program Management, Word, Documentation, Microsoft Office, Excel, Team Leadership, SharePoint, Mentoring, Problem Solving, Quality Assurance, Software Documentation, Banking, Management, Training, Microsoft Word
Education
University of California, Los Angeles
BA, English Literature
Greg Landau Greg Landau's Wells Fargo Bank Experience 1995 - 2000
Job Independent Media Production Professional
Industry Media Production
Experience
Round World Music January 1995 - Present
Starmedia Network January 1999 - January 2001
StarMedia 1999 - 2001
Wells Fargo Bank 1995 - 2000
Skills
Television, Music, Documentaries, Video, Audio Engineering, Sound Design, Broadcast, Video Production, Film, Digital Media, Music Production, Feature Films, Live Sound, Radio, Audio Post Production, Sound Editing, Field Producing, Social Media, Professional Audio, Commercials, Composition, Recording
Education
University of California, San Diego 1989 — 1997
Ph.D, Communication, Latin American Studies
UC Berkeley 1977 — 1979
B.S. Sociology
Round World Music January 1995 - Present
Starmedia Network January 1999 - January 2001
StarMedia 1999 - 2001
Wells Fargo Bank 1995 - 2000
Skills
Television, Music, Documentaries, Video, Audio Engineering, Sound Design, Broadcast, Video Production, Film, Digital Media, Music Production, Feature Films, Live Sound, Radio, Audio Post Production, Sound Editing, Field Producing, Social Media, Professional Audio, Commercials, Composition, Recording
Education
University of California, San Diego 1989 — 1997
Ph.D, Communication, Latin American Studies
UC Berkeley 1977 — 1979
B.S. Sociology
Deidre M Silva's Wells Fargo Bank Experience June 2007 - June 2008
Job Manager I Proposal Analysis
Industry Aviation & Aerospace
Experience
Raytheon, Space and Airborne Systems July 2009 - Present
PC Mall June 2008 - February 2009
Wells Fargo Bank June 2007 - June 2008
Skills
Microsoft Office, Marketing, Banking, Financial Analysis, Microsoft Excel, PowerPoint, Data Analysis, Analysis, Six Sigma, Market Research, Process Improvement, Program Management, Sales, Microsoft Word, Customer Service, Outlook, Strategic Planning, Lotus Notes, SAP, Inventory Management, Operations Management, Management, Contract Negotiation, FAR, Team Building, Strategy, Negotiation, Pricing, Business Planning, Purchasing, Finance, Proposal Writing, Accounting, Earned Value Management, Forecasting, Government, Leadership, Cross-functional Team..., Aerospace
Education
University of California, Riverside 2003 — 2008
BA, Economics Administration, Marketing
University of California, Los Angeles 2009 — 2011
Certification, Cost Estimating
Raytheon, Space and Airborne Systems July 2009 - Present
PC Mall June 2008 - February 2009
Wells Fargo Bank June 2007 - June 2008
Skills
Microsoft Office, Marketing, Banking, Financial Analysis, Microsoft Excel, PowerPoint, Data Analysis, Analysis, Six Sigma, Market Research, Process Improvement, Program Management, Sales, Microsoft Word, Customer Service, Outlook, Strategic Planning, Lotus Notes, SAP, Inventory Management, Operations Management, Management, Contract Negotiation, FAR, Team Building, Strategy, Negotiation, Pricing, Business Planning, Purchasing, Finance, Proposal Writing, Accounting, Earned Value Management, Forecasting, Government, Leadership, Cross-functional Team..., Aerospace
Education
University of California, Riverside 2003 — 2008
BA, Economics Administration, Marketing
University of California, Los Angeles 2009 — 2011
Certification, Cost Estimating
Jeff Durlester Jeff Durlester's Wells Fargo Bank Experience January 2014 - Present
Job
Industry Financial Services
Experience
Wells Fargo Bank January 2014 - Present
Forward June 2011 - October 2013
Wells Fargo Bank December 2009 - January 2011
Wells Fargo Bank January 2006 - December 2009
Franklin Templeton Investments October 2000 - December 2005
Skills
Relationship Management, Cross-functional Team..., Marketing, Market Research, Business Analysis, Marketing Strategy, Team Leadership, Project Management, Investments, Strategy, Customer Acquisition, Management, Financial Services, Customer Retention, Vendor Management, Strategic Planning, Training, Multi-channel Marketing, Sales, B2B, Sales Operations
Education
University of California, San Diego 1982 — 1986
BA, Management Science
Wells Fargo Bank January 2014 - Present
Forward June 2011 - October 2013
Wells Fargo Bank December 2009 - January 2011
Wells Fargo Bank January 2006 - December 2009
Franklin Templeton Investments October 2000 - December 2005
Skills
Relationship Management, Cross-functional Team..., Marketing, Market Research, Business Analysis, Marketing Strategy, Team Leadership, Project Management, Investments, Strategy, Customer Acquisition, Management, Financial Services, Customer Retention, Vendor Management, Strategic Planning, Training, Multi-channel Marketing, Sales, B2B, Sales Operations
Education
University of California, San Diego 1982 — 1986
BA, Management Science
Steven Laine Steven Laine's Wells Fargo Bank Experience January 1984 - June 1988
Job President, Board of Directors at TechServe Alliance
Industry Management Consulting
Experience
TechServe Alliance January 2009 - Present
Future State Inc. January 2007 - Present
Future State Inc. November 2012 - June 2015
TechProse, Inc. January 1999 - November 2012
Systems Partners August 1992 - December 1998
CRG - Computer Resources Group October 1988 - August 1992
Wells Fargo Bank January 1984 - June 1988
Skills
Creative Direction, Management Consulting, Change Management, Instructional Design, Program Management, Leadership Development, Organizational..., Project Management, Strategic Planning, Coaching, Technical Writing, Performance Improvement, Team Building, People Skills, Business Development, New Business Development, Process Improvement, Team Leadership, Strategy, Cross-functional Team..., Business Strategy, Project Planning, Start-ups, Management, Business Analysis, Consulting, Leadership, Training, Software Documentation, Recruiting, Business Process..., Sales, Vendor Management, Telecommunications, CRM, Workshop Facilitation, Talent Management, Performance Management, Analysis, Organizational..., Employee Engagement, Organizational Design, Executive Management, Human Resources, SaaS, Strategic Partnerships, Product Management, Corporate Communications, Professional Services, Executive Coaching
Education
University of California, Los Angeles 1978 — 1983
BA
Hong Kong International School 1976 — 1977
TechServe Alliance January 2009 - Present
Future State Inc. January 2007 - Present
Future State Inc. November 2012 - June 2015
TechProse, Inc. January 1999 - November 2012
Systems Partners August 1992 - December 1998
CRG - Computer Resources Group October 1988 - August 1992
Wells Fargo Bank January 1984 - June 1988
Skills
Creative Direction, Management Consulting, Change Management, Instructional Design, Program Management, Leadership Development, Organizational..., Project Management, Strategic Planning, Coaching, Technical Writing, Performance Improvement, Team Building, People Skills, Business Development, New Business Development, Process Improvement, Team Leadership, Strategy, Cross-functional Team..., Business Strategy, Project Planning, Start-ups, Management, Business Analysis, Consulting, Leadership, Training, Software Documentation, Recruiting, Business Process..., Sales, Vendor Management, Telecommunications, CRM, Workshop Facilitation, Talent Management, Performance Management, Analysis, Organizational..., Employee Engagement, Organizational Design, Executive Management, Human Resources, SaaS, Strategic Partnerships, Product Management, Corporate Communications, Professional Services, Executive Coaching
Education
University of California, Los Angeles 1978 — 1983
BA
Hong Kong International School 1976 — 1977
Rod West's Wells Fargo Bank Experience June 2005 - March 2008
Job Logistics Associate at Caviar, Inc.
Industry Food & Beverages
Experience
Caviar, Inc. March 2015 - Present
Caviar, Inc. October 2014 - March 2015
Ajilon March 2014 - October 2014
Team West Solutions September 2013 - October 2014
Wells Fargo Business Banking Group May 2012 - September 2013
Wells Fargo Business Banking Group March 2008 - May 2012
Wells Fargo Bank June 2005 - March 2008
HSBC November 2004 - April 2005
Starbucks Coffee Company February 2004 - November 2004
Applebee's May 2002 - February 2004
Skills
Business Development, Leadership, Customer Service, Sales, Public Speaking, Training, Microsoft Excel, Analysis, Interviews, Staffing Services, Customer Satisfaction, Relationship Management, New Business Development, Strategy, Management, Teamwork, Microsoft Office, Commercial Banking, Commercial Lending, Credit Analysis, Research, Treasury Management, Cash Management, Finance, Retail, Problem Solving, Business Analysis, Banking, Team Building, Writing, Customer Relations, Loans, Data Entry, Spreadsheets, Credit, Microsoft Word, Coaching, Data Analysis, Cross Selling, Real Estate, Financial Analysis, Risk Management, Team Leadership, Excel, Word
Education
University of Washington 2015 — 2016
Certificate, Project Management
University of California, San Diego 1997 — 2002
Bachelor of Science, Behavioral Psychology
Mira Loma High School 1994 — 1997
International Baccalaureate Diploma, Math, Biology, English Literature
Caviar, Inc. March 2015 - Present
Caviar, Inc. October 2014 - March 2015
Ajilon March 2014 - October 2014
Team West Solutions September 2013 - October 2014
Wells Fargo Business Banking Group May 2012 - September 2013
Wells Fargo Business Banking Group March 2008 - May 2012
Wells Fargo Bank June 2005 - March 2008
HSBC November 2004 - April 2005
Starbucks Coffee Company February 2004 - November 2004
Applebee's May 2002 - February 2004
Skills
Business Development, Leadership, Customer Service, Sales, Public Speaking, Training, Microsoft Excel, Analysis, Interviews, Staffing Services, Customer Satisfaction, Relationship Management, New Business Development, Strategy, Management, Teamwork, Microsoft Office, Commercial Banking, Commercial Lending, Credit Analysis, Research, Treasury Management, Cash Management, Finance, Retail, Problem Solving, Business Analysis, Banking, Team Building, Writing, Customer Relations, Loans, Data Entry, Spreadsheets, Credit, Microsoft Word, Coaching, Data Analysis, Cross Selling, Real Estate, Financial Analysis, Risk Management, Team Leadership, Excel, Word
Education
University of Washington 2015 — 2016
Certificate, Project Management
University of California, San Diego 1997 — 2002
Bachelor of Science, Behavioral Psychology
Mira Loma High School 1994 — 1997
International Baccalaureate Diploma, Math, Biology, English Literature
Jennifer McClaren Jennifer McClaren's Wells Fargo Bank Experience 1986 - 1997
Job Regional Sales Manager Albemarle Bank & Trust, a West Town Bank
Industry Real Estate
Experience
Albemarle Bank & Trust, A Division of West Town Savings Bank February 2008 - Present
SunTrust Mortgage January 2004 - January 2008
Astra Zeneca Pharmaceuticals 1997 - 2001
Wells Fargo Bank 1986 - 1997
Skills
Mortgage Lending, USDA, Loans, Banking, Sellers, FHA, Real Estate, Finance, Residential Homes, Referrals, Loan Origination, Refinance, Mortgage Banking, VA loans, Residential Mortgages, FHA financing, Investment Properties
Education
University of California, San Diego 1986 — 1990
BS, Sociology
Albemarle Bank & Trust, A Division of West Town Savings Bank February 2008 - Present
SunTrust Mortgage January 2004 - January 2008
Astra Zeneca Pharmaceuticals 1997 - 2001
Wells Fargo Bank 1986 - 1997
Skills
Mortgage Lending, USDA, Loans, Banking, Sellers, FHA, Real Estate, Finance, Residential Homes, Referrals, Loan Origination, Refinance, Mortgage Banking, VA loans, Residential Mortgages, FHA financing, Investment Properties
Education
University of California, San Diego 1986 — 1990
BS, Sociology
Tamara Steele Tamara Steele's Wells Fargo Bank Experience March 2011 - December 2012
Job Operations Manager at Wells Fargo Bank
Industry Financial Services
Experience
Consultant December 2012 - Present
Wells Fargo Bank March 2011 - December 2012
Ajilon March 2010 - September 2010
Union Bank of California October 2005 - October 2008
LPL Financial June 2000 - October 2005
Quick & Reilly 1996 - 2000
Sutro & Co. 1992 - 1996
Skills
Accounting, Financial Planners, Program Management, Risk Management, Recruiting, Bookkeeping, Business Development, Management, Financial Analysis, Leadership, Auditing, Human Resources, Payroll, Strategy, Loans, Cost Accounting, Budgets, Strategic Planning, Business Planning, Fundraising, Analysis, Marketing, Project Management, Sales, New Business Development, Negotiation, Investments, Time Management, Finance, Financial Planning
Education
University of California, San Diego 1989 — 1993
BA, Quantitative Economics and Decision Science
Consultant December 2012 - Present
Wells Fargo Bank March 2011 - December 2012
Ajilon March 2010 - September 2010
Union Bank of California October 2005 - October 2008
LPL Financial June 2000 - October 2005
Quick & Reilly 1996 - 2000
Sutro & Co. 1992 - 1996
Skills
Accounting, Financial Planners, Program Management, Risk Management, Recruiting, Bookkeeping, Business Development, Management, Financial Analysis, Leadership, Auditing, Human Resources, Payroll, Strategy, Loans, Cost Accounting, Budgets, Strategic Planning, Business Planning, Fundraising, Analysis, Marketing, Project Management, Sales, New Business Development, Negotiation, Investments, Time Management, Finance, Financial Planning
Education
University of California, San Diego 1989 — 1993
BA, Quantitative Economics and Decision Science
Ruthie Keidel, CMP, CMM Ruthie Keidel, CMP, CMM's Wells Fargo Bank Experience 2000 - Present
Job VP, Meetings Management + Business Support, Wells Fargo Securities
Industry Events Services
Experience
MPINCC 2010 - Present
Wells Fargo Bank 2000 - Present
MPI Northern California Chapter 2007 - 2010
Wells Fargo Bank May 2000 - July 2006
Independent Recruiting Firm August 1997 - May 2000
National Casual Full-Serve Restaurant Chain 1988 - 1997
Education
University of California, Los Angeles
Bachelor's
MPINCC 2010 - Present
Wells Fargo Bank 2000 - Present
MPI Northern California Chapter 2007 - 2010
Wells Fargo Bank May 2000 - July 2006
Independent Recruiting Firm August 1997 - May 2000
National Casual Full-Serve Restaurant Chain 1988 - 1997
Education
University of California, Los Angeles
Bachelor's
Toni Nava Toni Nava's Wells Fargo Bank Experience June 2004 - June 2007
Job District Treasurer at Lions Clubs International
Industry Banking
Experience
Pacific Western Bank AgentNew York Life Insurance CompanyAugust 2010 - January 2011
First Republic Bank June 2007 - October 2009
Wells Fargo Bank June 2004 - June 2007
Wells Fargo Home Mortgage May 2003 - June 2004
First Republic Bank January 1999 - January 2003
Wells Fargo/First Interstate Bank, Peninsula and January 1974 - January 2003
Education
University of California, Los Angeles 1979 — 1981
Certification, Bank Management
Pacific Western Bank AgentNew York Life Insurance CompanyAugust 2010 - January 2011
First Republic Bank June 2007 - October 2009
Wells Fargo Bank June 2004 - June 2007
Wells Fargo Home Mortgage May 2003 - June 2004
First Republic Bank January 1999 - January 2003
Wells Fargo/First Interstate Bank, Peninsula and January 1974 - January 2003
Education
University of California, Los Angeles 1979 — 1981
Certification, Bank Management
Chris Hawke Chris Hawke's Wells Fargo Bank Experience 1983 - 1986
Job Owner, Maracor Development, Inc.
Industry Real Estate
Experience
Maracor Development, Inc. January 2009 - Present
Mission Valley Properties 2000 - 2007
Catellus Residential Group 1997 - 2000
William Lyon Company 1986 - 1997
Wells Fargo Bank 1983 - 1986
Skills
Real Estate Development, Real Estate Economics, Due Diligence, Residential Homes, Real Estate Transactions, Real Estate, Negotiation, Disposition, Investment Properties, Land Acquisition, Entitlements, Asset Management, Contract Negotiation, Construction, Commercial Real Estate
Education
University of California, Los Angeles 1978 — 1981
BS, Economics
Maracor Development, Inc. January 2009 - Present
Mission Valley Properties 2000 - 2007
Catellus Residential Group 1997 - 2000
William Lyon Company 1986 - 1997
Wells Fargo Bank 1983 - 1986
Skills
Real Estate Development, Real Estate Economics, Due Diligence, Residential Homes, Real Estate Transactions, Real Estate, Negotiation, Disposition, Investment Properties, Land Acquisition, Entitlements, Asset Management, Contract Negotiation, Construction, Commercial Real Estate
Education
University of California, Los Angeles 1978 — 1981
BS, Economics
Kerry Davis Kerry Davis's Wells Fargo Bank Experience 1988 - 1996
Job Investment Advisor at Herrmann & Cooke
Industry Financial Services
Experience
Herrmann & Cooke Wealth Management January 1999 - Present
Bank of America 1996 - 1998
Wells Fargo Bank 1988 - 1996
Skills
Wealth Management, Retirement, Asset Allocation, Mutual Funds, Fixed Income, Small Business
Education
University of California, Los Angeles 1984 — 1988
BA, Business Administration, Psychology
Herrmann & Cooke Wealth Management January 1999 - Present
Bank of America 1996 - 1998
Wells Fargo Bank 1988 - 1996
Skills
Wealth Management, Retirement, Asset Allocation, Mutual Funds, Fixed Income, Small Business
Education
University of California, Los Angeles 1984 — 1988
BA, Business Administration, Psychology
Jennifer Buckley Jennifer Buckley's Wells Fargo Bank Experience September 1994 - October 1997
Job Customer Success Director at salesforce.com
Industry Computer Software
Experience
salesforce.com December 2012 - Present
Oracle Corporation March 2007 - December 2012
Oracle Corporation June 2004 - March 2007
Oracle Corporation April 2002 - June 2004
Oracle Corporation April 1999 - April 2002
Oracle Corporation October 1997 - April 1999
Wells Fargo Bank September 1994 - October 1997
Skills
SaaS, Enterprise Software, Integration, Product Management, Strategy, Cross-functional Team..., Strategic Alliances, CRM, Management, Project Management, Oracle, Account Management, ERP, Salesforce.com, Business Development, Analytics, Cloud Computing, Business Alliances
Education
University of California, Los Angeles 1990 — 1994
BS, Mathematics
salesforce.com December 2012 - Present
Oracle Corporation March 2007 - December 2012
Oracle Corporation June 2004 - March 2007
Oracle Corporation April 2002 - June 2004
Oracle Corporation April 1999 - April 2002
Oracle Corporation October 1997 - April 1999
Wells Fargo Bank September 1994 - October 1997
Skills
SaaS, Enterprise Software, Integration, Product Management, Strategy, Cross-functional Team..., Strategic Alliances, CRM, Management, Project Management, Oracle, Account Management, ERP, Salesforce.com, Business Development, Analytics, Cloud Computing, Business Alliances
Education
University of California, Los Angeles 1990 — 1994
BS, Mathematics
Jennifer Barney's Wells Fargo Bank Experience 1994 - 1996
Job Consumer Products Professional
Industry Food Production
Experience
Ruiz Foods April 2013 - Present
Barney Butter January 2006 - January 2011
One By One 2000 - 2001
Wells Fargo Bank 1994 - 1996
Wells Fargo Bank 1990 - 1994
Skills
Food, Sales, Consumer Products, Brand Management, Product Development, Start-ups, Blogging, Public Speaking, FMCG, Management, Strategy, Retail, Small Business, Grocery
Education
University of California, San Diego
BA, Political Science
Ruiz Foods April 2013 - Present
Barney Butter January 2006 - January 2011
One By One 2000 - 2001
Wells Fargo Bank 1994 - 1996
Wells Fargo Bank 1990 - 1994
Skills
Food, Sales, Consumer Products, Brand Management, Product Development, Start-ups, Blogging, Public Speaking, FMCG, Management, Strategy, Retail, Small Business, Grocery
Education
University of California, San Diego
BA, Political Science
DD Yang's Wells Fargo Bank Experience June 2006 - August 2006
Job Engineering Program Manager at PlayStation Network
Industry Consumer Electronics
Experience
PlayStation™Network - Sony Network Entertainment Int’l October 2014 - Present
PlayStation™Network - Sony Network Entertainment Int’l August 2013 - October 2014
Sony Electronics February 2011 - August 2013
Sony Electronics July 2010 - December 2010
Sony Electronics December 2008 - August 2010
Wells Fargo Bank June 2006 - August 2006
Skills
Strategy, Product Marketing, Cross-functional Team..., Forecasting, Management, Competitive Analysis, Business Strategy, Analytics, Product Development, Product Management, Pricing, Market Research, Mobile Devices, Business Analysis, Data Analysis, Business Intelligence, Strategic Planning, Strategic Partnerships, Market Analysis, Business Planning, Marketing Strategy, Marketing Management, Sales Management, New Business Development, Pricing Strategy, Entrepreneurship, Segmentation, Supply Chain, Mobile Technology, Consumer Electronics, Account Management, Project Management, Digital Marketing, Team Leadership, Business Development, Marketing Research
Education
University of California, San Diego 2014 — 2015
Data Mining Certificate
University of Minnesota-Twin Cities 2003 — 2007
Bachelor of Science, Economics
PlayStation™Network - Sony Network Entertainment Int’l October 2014 - Present
PlayStation™Network - Sony Network Entertainment Int’l August 2013 - October 2014
Sony Electronics February 2011 - August 2013
Sony Electronics July 2010 - December 2010
Sony Electronics December 2008 - August 2010
Wells Fargo Bank June 2006 - August 2006
Skills
Strategy, Product Marketing, Cross-functional Team..., Forecasting, Management, Competitive Analysis, Business Strategy, Analytics, Product Development, Product Management, Pricing, Market Research, Mobile Devices, Business Analysis, Data Analysis, Business Intelligence, Strategic Planning, Strategic Partnerships, Market Analysis, Business Planning, Marketing Strategy, Marketing Management, Sales Management, New Business Development, Pricing Strategy, Entrepreneurship, Segmentation, Supply Chain, Mobile Technology, Consumer Electronics, Account Management, Project Management, Digital Marketing, Team Leadership, Business Development, Marketing Research
Education
University of California, San Diego 2014 — 2015
Data Mining Certificate
University of Minnesota-Twin Cities 2003 — 2007
Bachelor of Science, Economics
Eileen McCaffrey Eileen McCaffrey's Wells Fargo Bank Experience September 2014 - Present
Job Wells Fargo Bank
Industry
Experience
WELLS FARGO BANK September 2014 - Present
Wells Fargo October 1999 - September 2014
Wells Fargo January 1994 - December 1998
Wells Fargo May 1992 - December 1993
Wells Fargo August 1990 - April 1992
Bank of America March 1987 - August 1990
Bank of America November 1985 - February 1987
Skills
Analytics, Banking, Strategy, Management
Education
University of California, Los Angeles
Bachelor of Science (B.S.), Economics/Systems Science
WELLS FARGO BANK September 2014 - Present
Wells Fargo October 1999 - September 2014
Wells Fargo January 1994 - December 1998
Wells Fargo May 1992 - December 1993
Wells Fargo August 1990 - April 1992
Bank of America March 1987 - August 1990
Bank of America November 1985 - February 1987
Skills
Analytics, Banking, Strategy, Management
Education
University of California, Los Angeles
Bachelor of Science (B.S.), Economics/Systems Science
Matt Chung Matt Chung's Wells Fargo Bank Experience August 2007 - May 2008
Job Business Operations Manager at Google
Industry Internet
Experience
Google May 2014 - Present
Google September 2013 - May 2014
YouTube October 2012 - September 2013
Google April 2011 - October 2012
Google May 2008 - April 2011
Wells Fargo Bank August 2007 - May 2008
UCSD April 2006 - June 2007
Skills
Analytics, Program Management, Cross-functional Team..., Analysis, Strategic Partnerships, Performance Management, Strategic Planning, Sales, Strategy, Data Analysis, Forecasting, Business Development, Finance
Education
University of California, San Diego 2004 — 2007
B.S., Management Science
Google May 2014 - Present
Google September 2013 - May 2014
YouTube October 2012 - September 2013
Google April 2011 - October 2012
Google May 2008 - April 2011
Wells Fargo Bank August 2007 - May 2008
UCSD April 2006 - June 2007
Skills
Analytics, Program Management, Cross-functional Team..., Analysis, Strategic Partnerships, Performance Management, Strategic Planning, Sales, Strategy, Data Analysis, Forecasting, Business Development, Finance
Education
University of California, San Diego 2004 — 2007
B.S., Management Science
Pamela Dang's Wells Fargo Bank Experience July 2002 - November 2007
Job Manager, SVB Analytics
Industry Financial Services
Experience
SVB Analytics June 2011 - Present
Bank of America Merrill Lynch December 2010 - May 2011
San Francisco Business Times / Larkin Street Youth Services October 2010 - March 2011
Scios360 May 2010 - October 2010
Madison Avenue Securities, Inc. October 2008 - February 2009
Wells Fargo Bank July 2002 - November 2007
Skills
Finance, Valuation, Corporate Finance, Financial Modeling, Financial Analysis
Education
University of San Francisco - Masagung Graduate School of Management 2009 — 2011
Master of Business Administration (M.B.A.), Finance
University of California, San Diego
Bachelor's Degree
SVB Analytics June 2011 - Present
Bank of America Merrill Lynch December 2010 - May 2011
San Francisco Business Times / Larkin Street Youth Services October 2010 - March 2011
Scios360 May 2010 - October 2010
Madison Avenue Securities, Inc. October 2008 - February 2009
Wells Fargo Bank July 2002 - November 2007
Skills
Finance, Valuation, Corporate Finance, Financial Modeling, Financial Analysis
Education
University of San Francisco - Masagung Graduate School of Management 2009 — 2011
Master of Business Administration (M.B.A.), Finance
University of California, San Diego
Bachelor's Degree
Lance Easley's Wells Fargo Bank Experience October 2008 - June 2011
Job Inspirational Speaker, Coach, Author, Actor
Industry Public Relations and Communications
Experience
Lance Easley Author/Speaker February 2013 - Present
Bank of America June 2011 - June 2015
Actor/Writer 1982 - 2014
Los Padres Basketball Officials Association April 2011 - March 2013
Wells Fargo Bank October 2008 - June 2011
AT Systems/Garda 2007 - 2008
The Frontier Group January 1999 - June 2007
Skills
Business Communications, Customer Relations, Customer Service, Commercial Lending, Credit, Public Speaking, Team Building, Consumer Lending, Banking, Television, Film Production, Film Actor, SBA 504, Leadership, Published Author, Sales, Officiating, Coaching, Small Business, Relationship Management, Cold Calling, Marketing, Loans, Small Business Lending, Financial Services, Sales Operations, Loan Origination, Mortgage Banking, Credit Analysis, Lines Of Credit, Mortgage Lending, Cash Management, Commercial Banking, Treasury Management, Credit Cards, Refinance, Financial Analysis, Finance, Risk Management, Visionary, Lean Management, Social Entrepreneurship, Greek, Vision Development, Start-up Ventures, Credit Risk, Social Media Marketing, Scripture, Portfolio Management, Private Banking
Education
University of California, Los Angeles 1980 — 1983
History/Film
Jeremiah Comey's Film Studio 1983 — 1985
Film Acting/Editing/Directing
Lance Easley Author/Speaker February 2013 - Present
Bank of America June 2011 - June 2015
Actor/Writer 1982 - 2014
Los Padres Basketball Officials Association April 2011 - March 2013
Wells Fargo Bank October 2008 - June 2011
AT Systems/Garda 2007 - 2008
The Frontier Group January 1999 - June 2007
Skills
Business Communications, Customer Relations, Customer Service, Commercial Lending, Credit, Public Speaking, Team Building, Consumer Lending, Banking, Television, Film Production, Film Actor, SBA 504, Leadership, Published Author, Sales, Officiating, Coaching, Small Business, Relationship Management, Cold Calling, Marketing, Loans, Small Business Lending, Financial Services, Sales Operations, Loan Origination, Mortgage Banking, Credit Analysis, Lines Of Credit, Mortgage Lending, Cash Management, Commercial Banking, Treasury Management, Credit Cards, Refinance, Financial Analysis, Finance, Risk Management, Visionary, Lean Management, Social Entrepreneurship, Greek, Vision Development, Start-up Ventures, Credit Risk, Social Media Marketing, Scripture, Portfolio Management, Private Banking
Education
University of California, Los Angeles 1980 — 1983
History/Film
Jeremiah Comey's Film Studio 1983 — 1985
Film Acting/Editing/Directing
Mary de Leon Mary de Leon's Wells Fargo Bank Experience October 2010 - Present
Job Bank Manager
Industry Financial Services
Experience
Wells Fargo Bank October 2010 - Present
Wells Fargo Bank September 2006 - September 2010
Wells Fargo August 2004 - September 2006
Skills
Strategic Partnerships, Loans, Leadership, Management, Sales, Analysis, Banking, Small Business Lending, Customer Satisfaction, Relationship Management, Credit, Retail Banking, Retail, Customer Service
Education
University of California, Riverside 2001 — 2005
BA, Psychology
Wells Fargo Bank October 2010 - Present
Wells Fargo Bank September 2006 - September 2010
Wells Fargo August 2004 - September 2006
Skills
Strategic Partnerships, Loans, Leadership, Management, Sales, Analysis, Banking, Small Business Lending, Customer Satisfaction, Relationship Management, Credit, Retail Banking, Retail, Customer Service
Education
University of California, Riverside 2001 — 2005
BA, Psychology
Craig Manrique's Wells Fargo Bank Experience June 2010 - July 2011
Job IT Application Support at Medivation
Industry Pharmaceuticals
Experience
Medivation May 2015 - Present
Medivation September 2014 - May 2015
eBay Inc March 2014 - September 2014
Bayer HealthCare July 2012 - March 2014
County of Sonoma March 2012 - January 2014
Wells Fargo Bank June 2010 - July 2011
The Eclectic Company 2007 - 2008
Imaginary Friends January 2001 - 2008
BowTie Inc. 2004 - 2007
Saint Joseph's Hospital 2004 - 2004
Skills
Editing, Web Design, Software Documentation, Photography, Project Management, HTML, Databases, Photoshop, PowerPoint, Access, Research, Training, Blogging, Management, Social Media, Art, SharePoint, Video, Leadership, Music, Customer Service, Microsoft Excel, Microsoft Office, Time Management, Creative Direction, Human Resources, Sales, Social Networking, Social Media Marketing, Team Leadership, Email Marketing, Graphics, Magazines
Education
University of California, Los Angeles 2007 — 2009
Cherry Creek High 1976 — 1977
Graduate
Medivation May 2015 - Present
Medivation September 2014 - May 2015
eBay Inc March 2014 - September 2014
Bayer HealthCare July 2012 - March 2014
County of Sonoma March 2012 - January 2014
Wells Fargo Bank June 2010 - July 2011
The Eclectic Company 2007 - 2008
Imaginary Friends January 2001 - 2008
BowTie Inc. 2004 - 2007
Saint Joseph's Hospital 2004 - 2004
Skills
Editing, Web Design, Software Documentation, Photography, Project Management, HTML, Databases, Photoshop, PowerPoint, Access, Research, Training, Blogging, Management, Social Media, Art, SharePoint, Video, Leadership, Music, Customer Service, Microsoft Excel, Microsoft Office, Time Management, Creative Direction, Human Resources, Sales, Social Networking, Social Media Marketing, Team Leadership, Email Marketing, Graphics, Magazines
Education
University of California, Los Angeles 2007 — 2009
Cherry Creek High 1976 — 1977
Graduate
Yeu-Shiuan Chen Yeu-Shiuan Chen's Wells Fargo Bank Experience October 2006 - April 2012
Job Sr. Credit Analyst
Industry Banking
Experience
City National Bank May 2014 - Present
California Bank & Trust August 2013 - May 2014
East West Bank April 2012 - July 2013
Wells Fargo Bank October 2006 - April 2012
Skills
Portfolio Management, Underwriting, Athena Blast, AFS, PowerPoint, Word, Excel, Microsoft Excel, Microsoft Word, Loans, Credit, Commercial Banking, Banking, Commercial Lending, Credit Analysis, Financial Analysis
Education
University of California, Riverside
Bachelor, Science on Business Administration; Accounting
City National Bank May 2014 - Present
California Bank & Trust August 2013 - May 2014
East West Bank April 2012 - July 2013
Wells Fargo Bank October 2006 - April 2012
Skills
Portfolio Management, Underwriting, Athena Blast, AFS, PowerPoint, Word, Excel, Microsoft Excel, Microsoft Word, Loans, Credit, Commercial Banking, Banking, Commercial Lending, Credit Analysis, Financial Analysis
Education
University of California, Riverside
Bachelor, Science on Business Administration; Accounting
Aris Kalfayan Aris Kalfayan's Wells Fargo Bank Experience May 2009 - May 2011
Job Case Team Leader at Bain & Company
Industry Management Consulting
Experience
Bain & Company September 2015 - Present
Bain & Company July 2013 - August 2015
Bain & Company June 2012 - August 2012
Wells Fargo Bank May 2009 - May 2011
Wells Fargo Bank January 2009 - May 2009
Wells Fargo Bank June 2007 - January 2009
National Indemnity - A Berkshire Hathaway Company October 2006 - May 2007
Skills
Financial Modeling, Financial Analysis, Business Strategy, Relationship Management, Banking, Valuation, Underwriting, Management Consulting, Due Diligence, Data Analysis, Strategy, Corporate Strategy..., Competitive Analysis, Pricing Strategy, Market Analysis, Marketing Strategy, Change Management
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
M.B.A., Strategy, General Management
University of California, San Diego 2002 — 2006
B.A., Economics
Bain & Company September 2015 - Present
Bain & Company July 2013 - August 2015
Bain & Company June 2012 - August 2012
Wells Fargo Bank May 2009 - May 2011
Wells Fargo Bank January 2009 - May 2009
Wells Fargo Bank June 2007 - January 2009
National Indemnity - A Berkshire Hathaway Company October 2006 - May 2007
Skills
Financial Modeling, Financial Analysis, Business Strategy, Relationship Management, Banking, Valuation, Underwriting, Management Consulting, Due Diligence, Data Analysis, Strategy, Corporate Strategy..., Competitive Analysis, Pricing Strategy, Market Analysis, Marketing Strategy, Change Management
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
M.B.A., Strategy, General Management
University of California, San Diego 2002 — 2006
B.A., Economics
Jennifer McElliott Jennifer McElliott's Wells Fargo Bank Experience January 2000 - September 2009
Job Co Founder at CKM Management
Industry Computer Software
Experience
CKM Management December 2013 - Present
Wells Fargo September 2009 - Present
Wells Fargo Bank January 2000 - September 2009
Wells Fargo September 2007 - January 2009
Wells Fargo 2003 - September 2007
Wells Fargo 2002 - 2003
Wells Fargo August 2000 - August 2002
Wells Fargo January 2001 - January 2002
Wells Fargo January 2000 - January 2001
Wells Fargo August 2000 - November 2000
Skills
Perl, Vi, Microsoft Office, Unix, Java, Integration, Program Management, Project Management, Access, Windows, Oracle, Quality Assurance, Management, Testing, SQL, .NET, Visio, PL/SQL, Agile Methodologies, Shell Scripting, HTML, SDLC, Business Analysis, SharePoint, Software Development, Architectures, XML
Education
University of California, Los Angeles 1998 — 2000
Bachelor of Arts, Communications
CKM Management December 2013 - Present
Wells Fargo September 2009 - Present
Wells Fargo Bank January 2000 - September 2009
Wells Fargo September 2007 - January 2009
Wells Fargo 2003 - September 2007
Wells Fargo 2002 - 2003
Wells Fargo August 2000 - August 2002
Wells Fargo January 2001 - January 2002
Wells Fargo January 2000 - January 2001
Wells Fargo August 2000 - November 2000
Skills
Perl, Vi, Microsoft Office, Unix, Java, Integration, Program Management, Project Management, Access, Windows, Oracle, Quality Assurance, Management, Testing, SQL, .NET, Visio, PL/SQL, Agile Methodologies, Shell Scripting, HTML, SDLC, Business Analysis, SharePoint, Software Development, Architectures, XML
Education
University of California, Los Angeles 1998 — 2000
Bachelor of Arts, Communications
Anthony Turner's Wells Fargo Bank Experience January 1997 - April 2005
Job SVP/ Senior Relationship Manager at OneWest Bank
Industry Banking
Experience
OneWest Bank November 2012 - Present
Citi March 2012 - November 2012
Community Bank October 2007 - March 2012
Wells Fargo Bank January 1997 - April 2005
City National Bank 2000 - 2001
Skills
Asset Based Lending, Commercial Lending, Commercial Banking, Finance, Cash Management, Working Capital..., Middle Market, Credit Analysis, Loans, Credit, Real Estate, Portfolio Management, Banking, Small Business Lending, Credit Risk, Mortgage Lending, Loan Origination, Treasury Management, Underwriting, Commercial Mortgages, Financial Analysis, Lines Of Credit, Retail Banking
Education
University of Southern California 1994 — 1996
MBA, Finance
University of California, San Diego 1986 — 1991
Bachelor of Arts (B.A.), Econometrics and Quantitative Economics
Westchester High 1984 — 1986
Diploma, General Studies
OneWest Bank November 2012 - Present
Citi March 2012 - November 2012
Community Bank October 2007 - March 2012
Wells Fargo Bank January 1997 - April 2005
City National Bank 2000 - 2001
Skills
Asset Based Lending, Commercial Lending, Commercial Banking, Finance, Cash Management, Working Capital..., Middle Market, Credit Analysis, Loans, Credit, Real Estate, Portfolio Management, Banking, Small Business Lending, Credit Risk, Mortgage Lending, Loan Origination, Treasury Management, Underwriting, Commercial Mortgages, Financial Analysis, Lines Of Credit, Retail Banking
Education
University of Southern California 1994 — 1996
MBA, Finance
University of California, San Diego 1986 — 1991
Bachelor of Arts (B.A.), Econometrics and Quantitative Economics
Westchester High 1984 — 1986
Diploma, General Studies
Monique Rawlings Monique Rawlings's Wells Fargo Bank Experience July 1996 - August 2000
Job Eligibility Worker Clerk at County of RiversideTAP
Industry Marketing and Advertising
Experience
County of Riverside-TAP March 2015 - Present
Carrington Mortgage Services, LLC December 2012 - March 2014
Peoples Choice Staffing, Inc. October 2012 - December 2012
Sheenway School Culture Center and Foundation September 1997 - September 2012
FNC Inc September 2000 - January 2008
Wells Fargo Bank July 1996 - August 2000
First Interstate Bank October 1992 - June 1996
Skills
Microsoft Office, Excel, Customer Service, Outlook, Word, Research, Leadership, Microsoft Word, Negotiation, Public Speaking, Nonprofits, Human Resources, Marketing, Loan Origination, Editing, Mortgage Banking, Team Building, Training, Strategic Planning, Event Management, Public Relations, Fundraising, Event Planning, Management
Education
University of California of Los 2005 — 2008
Bachelor of Arts, World Arts and Culture
University of California of Los 1985 — 1988
Bachelor of Arts, World Arts and Culture
University of California, Los Angeles 1985 — 1988
B.A., World Arts and Cutlures
County of Riverside-TAP March 2015 - Present
Carrington Mortgage Services, LLC December 2012 - March 2014
Peoples Choice Staffing, Inc. October 2012 - December 2012
Sheenway School Culture Center and Foundation September 1997 - September 2012
FNC Inc September 2000 - January 2008
Wells Fargo Bank July 1996 - August 2000
First Interstate Bank October 1992 - June 1996
Skills
Microsoft Office, Excel, Customer Service, Outlook, Word, Research, Leadership, Microsoft Word, Negotiation, Public Speaking, Nonprofits, Human Resources, Marketing, Loan Origination, Editing, Mortgage Banking, Team Building, Training, Strategic Planning, Event Management, Public Relations, Fundraising, Event Planning, Management
Education
University of California of Los 2005 — 2008
Bachelor of Arts, World Arts and Culture
University of California of Los 1985 — 1988
Bachelor of Arts, World Arts and Culture
University of California, Los Angeles 1985 — 1988
B.A., World Arts and Cutlures
Allison Waite Allison Waite's Wells Fargo Bank Experience May 2015 - Present
Job Employee Relations Senior Consultant at Wells Fargo Bank
Industry Human Resources
Experience
Wells Fargo Bank May 2015 - Present
Wells Fargo Bank July 2012 - May 2015
Centennial Mock Trial 2008 - 2015
Centennial Mock Trial 2008 - 2015
Wells Fargo Bank September 2010 - July 2012
Dessy & Dessy, APC 2009 - 2010
Education
UCLA School of Law 2002 — 2005
Doctor of Law (J.D.), Law
Wells Fargo Bank May 2015 - Present
Wells Fargo Bank July 2012 - May 2015
Centennial Mock Trial 2008 - 2015
Centennial Mock Trial 2008 - 2015
Wells Fargo Bank September 2010 - July 2012
Dessy & Dessy, APC 2009 - 2010
Education
UCLA School of Law 2002 — 2005
Doctor of Law (J.D.), Law
Harry Chen, PMP, CSM's Wells Fargo Bank Experience May 1992 - September 1997
Job Program and Project Manager
Industry Information Technology and Services
Experience
Robert Half International June 2006 - Present
Project Management Institute April 2013 - March 2014
Protiviti - RHI 2006 - 2007
Protelica Incorporated January 2000 - May 2006
Inktomi 2000 - 2002
City of Oakland October 1997 - January 2000
Wells Fargo Bank May 1992 - September 1997
AT&T May 1983 - April 1992
Skills
Project Management, Strategic Planning, Program Management, Vendor Management, Process Improvement, Change Management, Business Analysis, Project Portfolio..., Team Building, Leadership, Budgets, Management Consulting, Cross-functional Team..., Project Planning, Training, PMO, Quality Assurance, PMP, Management, Enterprise Software, SDLC, ERP, Start-ups, Business Process..., Operations Management, Information Technology
Education
cPrime Certified Scrum Masters 2010 — 2010
Certified Scrun Master, Agile
University of California, Los Angeles 2001 — 2001
Certification in Mergers and Acquisitions, Mergers and Acquisitions
University of San Francisco 1989 — 1993
MBA, Telecommunications Management & Policy
University of California, Santa Cruz 1972 — 1976
BA, Media & Cmmunications
Project Management Institute
PMP, Progam and Project Management
Robert Half International June 2006 - Present
Project Management Institute April 2013 - March 2014
Protiviti - RHI 2006 - 2007
Protelica Incorporated January 2000 - May 2006
Inktomi 2000 - 2002
City of Oakland October 1997 - January 2000
Wells Fargo Bank May 1992 - September 1997
AT&T May 1983 - April 1992
Skills
Project Management, Strategic Planning, Program Management, Vendor Management, Process Improvement, Change Management, Business Analysis, Project Portfolio..., Team Building, Leadership, Budgets, Management Consulting, Cross-functional Team..., Project Planning, Training, PMO, Quality Assurance, PMP, Management, Enterprise Software, SDLC, ERP, Start-ups, Business Process..., Operations Management, Information Technology
Education
cPrime Certified Scrum Masters 2010 — 2010
Certified Scrun Master, Agile
University of California, Los Angeles 2001 — 2001
Certification in Mergers and Acquisitions, Mergers and Acquisitions
University of San Francisco 1989 — 1993
MBA, Telecommunications Management & Policy
University of California, Santa Cruz 1972 — 1976
BA, Media & Cmmunications
Project Management Institute
PMP, Progam and Project Management
Leonardo J. Zendejas's Wells Fargo Bank Experience June 1988 - June 1989
Job Accounting and Tax Compliance
Industry Accounting
Experience
Leonardo J. Zendejas January 2001 - Present
Leonardo Da Vinci - An Exhibition of Genius July 2007 - January 2008
Ajilon June 2005 - December 2006
Accountants International January 2001 - August 2004
PeopleTrends Network Inc. November 1999 - December 2000
Seiler & Company, LLP January 1997 - October 1999
Arthur Andersen, Los Angeles August 1993 - November 1996
Bank Of America July 1989 - August 1993
Wells Fargo Bank June 1988 - June 1989
Education
University of California, Los Angeles 1987 — 1993
B.A., German Language & Literature/Business Administration
Goethe Institute - Freiburg 1991 — 1991
Certifikat Deutsch als Fremdsprache 1, German Language & Culture
Leonardo J. Zendejas January 2001 - Present
Leonardo Da Vinci - An Exhibition of Genius July 2007 - January 2008
Ajilon June 2005 - December 2006
Accountants International January 2001 - August 2004
PeopleTrends Network Inc. November 1999 - December 2000
Seiler & Company, LLP January 1997 - October 1999
Arthur Andersen, Los Angeles August 1993 - November 1996
Bank Of America July 1989 - August 1993
Wells Fargo Bank June 1988 - June 1989
Education
University of California, Los Angeles 1987 — 1993
B.A., German Language & Literature/Business Administration
Goethe Institute - Freiburg 1991 — 1991
Certifikat Deutsch als Fremdsprache 1, German Language & Culture
Kristen Kimberlin's Wells Fargo Bank Experience 1986 - 1989
Job Graphic Designer at Franchise Services, Inc.
Industry Graphic Design
Experience
Franchise Services, Inc. February 2003 - Present
Kimberlin Design 2002 - Present
Ariel West Communications 1991 - 2002
Ariel West Communications 1989 - 1991
Wells Fargo Bank 1986 - 1989
Skills
Graphic Design, Adobe Creative Suite, Keynote, Direct Marketing, Pre-press, Collateral, Brochures, Marketing, Direct Mail, Integrated Marketing, Graphics, Brand Development, Banners, Web Design, Social Media Marketing, Marketing Communications, Digital Printing
Education
University of California, San Diego
BA, Communications/Visual Arts
Franchise Services, Inc. February 2003 - Present
Kimberlin Design 2002 - Present
Ariel West Communications 1991 - 2002
Ariel West Communications 1989 - 1991
Wells Fargo Bank 1986 - 1989
Skills
Graphic Design, Adobe Creative Suite, Keynote, Direct Marketing, Pre-press, Collateral, Brochures, Marketing, Direct Mail, Integrated Marketing, Graphics, Brand Development, Banners, Web Design, Social Media Marketing, Marketing Communications, Digital Printing
Education
University of California, San Diego
BA, Communications/Visual Arts
Ed Bagaporo's Wells Fargo Bank Experience 1988 - 1992
Job Experienced Financial Services Executive
Industry Financial Services
Experience
Aero-Financial April 2009 - April 2010
Transworld Systems July 2008 - April 2009
Farmers Insurance 2006 - 2007
Mission Federal Credit Union 2005 - 2006
Washington Mutual 2004 - 2005
USBank 2003 - 2004
Edward Jones 2002 - 2003
Mission Federal Credit Union 1992 - 2002
Wells Fargo Bank 1988 - 1992
Education
University of California, Los Angeles 1983 — 1988
BA, Economics
La Puente High School 1981 — 1983
Simon Sanchez Jr & JFK
Aero-Financial April 2009 - April 2010
Transworld Systems July 2008 - April 2009
Farmers Insurance 2006 - 2007
Mission Federal Credit Union 2005 - 2006
Washington Mutual 2004 - 2005
USBank 2003 - 2004
Edward Jones 2002 - 2003
Mission Federal Credit Union 1992 - 2002
Wells Fargo Bank 1988 - 1992
Education
University of California, Los Angeles 1983 — 1988
BA, Economics
La Puente High School 1981 — 1983
Simon Sanchez Jr & JFK
Sylvia Tran's Wells Fargo Bank Experience June 2011 - August 2012
Job Vice President, ABL Relationship Manager at Wells Fargo Capital Finance
Industry Banking
Experience
Wells Fargo Capital Finance March 2014 - Present
Wells Fargo Capital Finance July 2012 - February 2014
Wells Fargo Bank June 2011 - August 2012
Wells Fargo Bank March 2010 - June 2011
WELL FARGO & COMPANY October 2009 - February 2010
Wells Fargo Bank April 2007 - October 2009
American Mortgage Capital January 2003 - April 2007
Wells Capital Management June 2006 - September 2006
CHASE MANHATTAN MORTGAGE CORPORATION May 2002 - December 2002
Skills
Asset Based Lending, Credit Analysis, Underwriting, Financial Analysis, Credit, Loans, Financial Modeling, Commercial Banking, Portfolio Management, Mergers & Acquisitions, Lines Of Credit, Banking, Small Business Lending, Treasury Management, Cash Management, Finance, Customer Service, Working Capital..., Financial Structuring, Cash Flow, Cash Flow Forecasting, Financial Forecasting
Education
University of California, Los Angeles 2002 — 2007
B.S.
San Gabriel Mission High School 1998 — 2002
High School
Wells Fargo Capital Finance March 2014 - Present
Wells Fargo Capital Finance July 2012 - February 2014
Wells Fargo Bank June 2011 - August 2012
Wells Fargo Bank March 2010 - June 2011
WELL FARGO & COMPANY October 2009 - February 2010
Wells Fargo Bank April 2007 - October 2009
American Mortgage Capital January 2003 - April 2007
Wells Capital Management June 2006 - September 2006
CHASE MANHATTAN MORTGAGE CORPORATION May 2002 - December 2002
Skills
Asset Based Lending, Credit Analysis, Underwriting, Financial Analysis, Credit, Loans, Financial Modeling, Commercial Banking, Portfolio Management, Mergers & Acquisitions, Lines Of Credit, Banking, Small Business Lending, Treasury Management, Cash Management, Finance, Customer Service, Working Capital..., Financial Structuring, Cash Flow, Cash Flow Forecasting, Financial Forecasting
Education
University of California, Los Angeles 2002 — 2007
B.S.
San Gabriel Mission High School 1998 — 2002
High School
Ayliz Allen's Wells Fargo Bank Experience March 2004 - March 2007
Job Vice President, Relationship Manager at Friendly Hills Bank
Industry Banking
Experience
Friendly Hills Bank August 2014 - June 2015
International City Bank February 2013 - June 2014
US Bank March 2007 - February 2012
Wells Fargo Bank March 2004 - March 2007
Skills
Commercial Lending, Loans, Asset Based Lending, Credit, Banking, Portfolio Management, Small Business Lending, Commercial Banking
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 1997 — 1999
MBA
Friendly Hills Bank August 2014 - June 2015
International City Bank February 2013 - June 2014
US Bank March 2007 - February 2012
Wells Fargo Bank March 2004 - March 2007
Skills
Commercial Lending, Loans, Asset Based Lending, Credit, Banking, Portfolio Management, Small Business Lending, Commercial Banking
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 1997 — 1999
MBA
Carol Changus's Wells Fargo Bank Experience November 1978 - July 1983
Job Organizer, San Diego DFA at San Diego Democracy For America
Industry Political Organization
Experience
San Diego Democracy For America January 2003 - Present
First California Bank 1984 - 1986
Wells Fargo Bank November 1978 - July 1983
Western State Law School 1975 - 1978
Skills
Politics, Political Campaigns, Non-profits, Grassroots Organizing, Public Policy, Community Outreach, DFA, Policy Analysis, Fundraising, Coalitions, Community Organizing, Political Consulting, Nonprofits, Legislative Relations, Public Speaking, Political Strategy, Political Communication, Research, Political Science, Speech Writing, Volunteer Management, Legislation, Grants, Public Affairs, Strategic Communications, Economic Development, Elections, Union Organizing..., Media Relations, Government, Message Development, Community Development, Grant Writing, Policy, Editing, Canvassing, Non-profit..., Community Engagement, International Relations, Public Relations, Philanthropy, Local Government, International...
Education
Oxford University 1978 — 1978
Oxford, England, Estate Tax Comparison & Conflicts of Law
Western State Law School 1974 — 1978
J. D., Emphasis: Tax & Trust
UCSD 1971 — 1974
B.A., Political Science & Sociology
San Diego Democracy For America January 2003 - Present
First California Bank 1984 - 1986
Wells Fargo Bank November 1978 - July 1983
Western State Law School 1975 - 1978
Skills
Politics, Political Campaigns, Non-profits, Grassroots Organizing, Public Policy, Community Outreach, DFA, Policy Analysis, Fundraising, Coalitions, Community Organizing, Political Consulting, Nonprofits, Legislative Relations, Public Speaking, Political Strategy, Political Communication, Research, Political Science, Speech Writing, Volunteer Management, Legislation, Grants, Public Affairs, Strategic Communications, Economic Development, Elections, Union Organizing..., Media Relations, Government, Message Development, Community Development, Grant Writing, Policy, Editing, Canvassing, Non-profit..., Community Engagement, International Relations, Public Relations, Philanthropy, Local Government, International...
Education
Oxford University 1978 — 1978
Oxford, England, Estate Tax Comparison & Conflicts of Law
Western State Law School 1974 — 1978
J. D., Emphasis: Tax & Trust
UCSD 1971 — 1974
B.A., Political Science & Sociology
Jeffrey Joya's Wells Fargo Bank Experience 2010 - 2011
Job Finance Advisor at Shell
Industry Oil & Energy
Experience
Shell 2014 - Present
Abbott Diabetes Care 2011 - 2014
Wells Fargo Bank 2010 - 2011
University of Michigan Ross School of Business 2008 - 2010
Ethicon Endo-Surgery 2009 - 2009
IMPAC MORTGAGE 2006 - 2008
Skills
Financial Analysis, Financial Modeling, Pricing Analysis, Finance, Credit Analysis, Territory..., Sales, SAP, Essbase, Oracle E-Business Suite, Loans, Corporate Finance, Forecasting, Cross-functional Team..., Competitive Analysis
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA)
University of California, Los Angeles
BA, Economics
Shell 2014 - Present
Abbott Diabetes Care 2011 - 2014
Wells Fargo Bank 2010 - 2011
University of Michigan Ross School of Business 2008 - 2010
Ethicon Endo-Surgery 2009 - 2009
IMPAC MORTGAGE 2006 - 2008
Skills
Financial Analysis, Financial Modeling, Pricing Analysis, Finance, Credit Analysis, Territory..., Sales, SAP, Essbase, Oracle E-Business Suite, Loans, Corporate Finance, Forecasting, Cross-functional Team..., Competitive Analysis
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA)
University of California, Los Angeles
BA, Economics
Dominique Hodgin's Wells Fargo Bank Experience 1989 - 1991
Job Executive Director of Education, Dr. Sears Wellness Institute
Industry Health, Wellness and Fitness
Experience
Dr. Sears' Wellness Institute February 2007 - Present
Dr. Sears' Wellness Institute February 2007 - Present
Schering-Plough Pharmaceuticals 2004 - 2005
Pfizer May 2003 - October 2004
Pfizer, Inc. 1991 - 1996
Wells Fargo Bank 1989 - 1991
Skills
Nutrition, Health Education, Wellness, Fitness, Public Speaking, Nutrition Education, Healthcare, Holistic Health, Wellness Coaching, Nutritional Counseling
Education
University of Colorado Denver 2007 — 2011
MA, Educational Psychology
Bauman College 2008 — 2010
Certification, Nutrition Education
University of Colorado Denver 2007 — 2009
Teaching License, Elementary Education
University of California, Riverside 1985 — 1989
BS, Business Administration
Rio Mesa High School
Dr. Sears' Wellness Institute February 2007 - Present
Dr. Sears' Wellness Institute February 2007 - Present
Schering-Plough Pharmaceuticals 2004 - 2005
Pfizer May 2003 - October 2004
Pfizer, Inc. 1991 - 1996
Wells Fargo Bank 1989 - 1991
Skills
Nutrition, Health Education, Wellness, Fitness, Public Speaking, Nutrition Education, Healthcare, Holistic Health, Wellness Coaching, Nutritional Counseling
Education
University of Colorado Denver 2007 — 2011
MA, Educational Psychology
Bauman College 2008 — 2010
Certification, Nutrition Education
University of Colorado Denver 2007 — 2009
Teaching License, Elementary Education
University of California, Riverside 1985 — 1989
BS, Business Administration
Rio Mesa High School
Christine (Shim) Coxhill's Wells Fargo Bank Experience 2002 - 2002
Job Human Resources Professional
Industry Human Resources
Experience
The Capital Group Companies, Inc. January 2008 - February 2014
The Hertz Corporation April 2003 - January 2008
Wells Fargo Bank 2002 - 2002
SideStep 2001 - 2001
Proxicom, Inc 2000 - 2000
Capital Group 1997 - 2000
Skills
Employee Relations, Performance Management, Succession Planning, College Recruiting, Fixed Income, Human Resources, Labor Relations, Management, Onboarding, Recruiting, Talent Acquisition, Talent Management, Investments
Education
University of California, Los Angeles 1993 — 1997
BA
The Capital Group Companies, Inc. January 2008 - February 2014
The Hertz Corporation April 2003 - January 2008
Wells Fargo Bank 2002 - 2002
SideStep 2001 - 2001
Proxicom, Inc 2000 - 2000
Capital Group 1997 - 2000
Skills
Employee Relations, Performance Management, Succession Planning, College Recruiting, Fixed Income, Human Resources, Labor Relations, Management, Onboarding, Recruiting, Talent Acquisition, Talent Management, Investments
Education
University of California, Los Angeles 1993 — 1997
BA
Omar Khairzada's Wells Fargo Bank Experience January 2009 - Present
Job Commercial loan officer at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank January 2009 - Present
Education
University of California, Riverside 1996 — 2000
Wells Fargo Bank January 2009 - Present
Education
University of California, Riverside 1996 — 2000
Peter Soerenssen's Wells Fargo Bank Experience January 2007 - Present
Job VP, Business Banker at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank January 2007 - Present
Sumitomo Bank, Ltd January 1910 - May 1912
Credit Suisse January 1906 - December 1909
Commerzbank AG January 1900 - December 1906
Skills
Small Business Lending, Commercial Lending, Credit, Credit Analysis, Loans, Banking, Financial Analysis, Commercial Banking, Lines Of Credit, Loan Origination, Mortgage Lending, Sales, Cash Management, Treasury Management, Business Development, New Business Development, Finance, Commercial Mortgages, Strategic Financial..., Financial Services, Mergers & Acquisitions, Portfolio Management, Relationship Management, Wealth Management, Underwriting, Retail Banking, Mortgage Banking, Investments
Education
University of California, Los Angeles
Bachelor of Arts, Economics
Wells Fargo Bank January 2007 - Present
Sumitomo Bank, Ltd January 1910 - May 1912
Credit Suisse January 1906 - December 1909
Commerzbank AG January 1900 - December 1906
Skills
Small Business Lending, Commercial Lending, Credit, Credit Analysis, Loans, Banking, Financial Analysis, Commercial Banking, Lines Of Credit, Loan Origination, Mortgage Lending, Sales, Cash Management, Treasury Management, Business Development, New Business Development, Finance, Commercial Mortgages, Strategic Financial..., Financial Services, Mergers & Acquisitions, Portfolio Management, Relationship Management, Wealth Management, Underwriting, Retail Banking, Mortgage Banking, Investments
Education
University of California, Los Angeles
Bachelor of Arts, Economics
Jay Welker's Wells Fargo Bank Experience 1988 - 1997
Job President, Wealth Management at Wells Fargo
Industry Investment Management
Experience
Wells Fargo August 2003 - Present
U.S. Trust Company 1997 - 2003
Wells Fargo Bank 1988 - 1997
Lloyds Bank 1980 - 1988
Skills
Wealth Management, Leadership, Banking, Investments, Management, Asset Management, Asset Allocation, Portfolio Management, Commercial Banking, Financial Services, Alternative Investments, Private Banking, Capital Markets, Credit, Finance, Commercial Lending, Investment Management, Series 7
Education
University of California, San Diego
Bachelor of Arts (BA), Economics
University of Southern California - Marshall School of Business
Wells Fargo August 2003 - Present
U.S. Trust Company 1997 - 2003
Wells Fargo Bank 1988 - 1997
Lloyds Bank 1980 - 1988
Skills
Wealth Management, Leadership, Banking, Investments, Management, Asset Management, Asset Allocation, Portfolio Management, Commercial Banking, Financial Services, Alternative Investments, Private Banking, Capital Markets, Credit, Finance, Commercial Lending, Investment Management, Series 7
Education
University of California, San Diego
Bachelor of Arts (BA), Economics
University of Southern California - Marshall School of Business
Brian Huynh's Wells Fargo Bank Experience June 2005 - August 2006
Job Quality Review Analyst at Technology Credit Union
Industry Financial Services
Experience
Technology Credit Union January 2015 - Present
Technology Credit Union June 2012 - December 2014
Technology Credit Union February 2011 - May 2012
Technology Credit Union September 2009 - February 2011
Technology Credit Union August 2006 - June 2009
Wells Fargo Bank June 2005 - August 2006
Skills
Consumer Lending, Loans, Mortgage Lending, Banking, Cross Selling, Retail Banking, Credit, Financial Services, Relationship Management, Notary Public, Sales, Focused Execution, Cash Management, Finance, Branch Management, Mortgage Banking, Thinking Outside The Box, CRM, Management, Credit Unions, Small Business Lending
Education
University of California, Los Angeles 1998 — 2002
BA, Psychology
Technology Credit Union January 2015 - Present
Technology Credit Union June 2012 - December 2014
Technology Credit Union February 2011 - May 2012
Technology Credit Union September 2009 - February 2011
Technology Credit Union August 2006 - June 2009
Wells Fargo Bank June 2005 - August 2006
Skills
Consumer Lending, Loans, Mortgage Lending, Banking, Cross Selling, Retail Banking, Credit, Financial Services, Relationship Management, Notary Public, Sales, Focused Execution, Cash Management, Finance, Branch Management, Mortgage Banking, Thinking Outside The Box, CRM, Management, Credit Unions, Small Business Lending
Education
University of California, Los Angeles 1998 — 2002
BA, Psychology
Joy Vanides's Wells Fargo Bank Experience July 2009 - Present
Job Relationship Associate at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank July 2009 - Present
Wells Fargo April 2007 - July 2009
Education
University of California, Los Angeles 1999 — 2003
Wells Fargo Bank July 2009 - Present
Wells Fargo April 2007 - July 2009
Education
University of California, Los Angeles 1999 — 2003
Jerry Leiga's Wells Fargo Bank Experience 1986 - 1996
Job Vice President, Team Leader at City National Bank
Industry Banking
Experience
City National Bank July 2008 - Present
City National Bank July 2008 - December 2009
Countrywide Bank 2006 - 2008
Wachovia Bank 2004 - 2006
Union Bank of California 2001 - 2004
TROY Group, Inc. 2001 - 2001
ADP 1996 - 2001
Wells Fargo Bank 1986 - 1996
First Interstate Bank 1986 - 1996
Skills
Treasury Management, Banking, User Acceptance Testing, Product Development, Product Management, Banking Relationships, Business Relationship..., Retail Banking, Strategic Planning, CRM, Business Development, Cash Management, Core Banking, Electronic Payments, Portfolio Management, Business Analysis, Underwriting, Sales, Quality Assurance, Management, Vendor Management, Enterprise Software, Treasury Services, Payments, ACH, Credit Risk, Internet Banking, Commercial Banking, Deposits, Commercial Lending, Credit Cards, Loans, Leadership, Credit, Financial Services, Relationship Management, Risk Management, Marketing, Mergers & Acquisitions, Software Documentation
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 1981 — 1984
MBA
University of California, Santa Cruz 1979 — 1983
BA
City National Bank July 2008 - Present
City National Bank July 2008 - December 2009
Countrywide Bank 2006 - 2008
Wachovia Bank 2004 - 2006
Union Bank of California 2001 - 2004
TROY Group, Inc. 2001 - 2001
ADP 1996 - 2001
Wells Fargo Bank 1986 - 1996
First Interstate Bank 1986 - 1996
Skills
Treasury Management, Banking, User Acceptance Testing, Product Development, Product Management, Banking Relationships, Business Relationship..., Retail Banking, Strategic Planning, CRM, Business Development, Cash Management, Core Banking, Electronic Payments, Portfolio Management, Business Analysis, Underwriting, Sales, Quality Assurance, Management, Vendor Management, Enterprise Software, Treasury Services, Payments, ACH, Credit Risk, Internet Banking, Commercial Banking, Deposits, Commercial Lending, Credit Cards, Loans, Leadership, Credit, Financial Services, Relationship Management, Risk Management, Marketing, Mergers & Acquisitions, Software Documentation
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 1981 — 1984
MBA
University of California, Santa Cruz 1979 — 1983
BA
Aimee Sung's Wells Fargo Bank Experience August 2004 - May 2006
Job Human Resources Specialist at UC San Diego
Industry Human Resources
Experience
UC San Diego December 2014 - Present
UC San Diego May 2012 - November 2014
University of California at San Diego November 2010 - April 2012
UCSD September 2008 - October 2010
Robert Half International March 2008 - September 2008
Nova Group March 2007 - October 2007
DivX, Inc. May 2006 - March 2007
Wells Fargo Bank August 2004 - May 2006
Skills
Data Analysis, PowerPoint, Event Planning, Outlook, Microsoft Word, Customer Service, Human Resources, Teaching, Access, Project Management, Social Networking, Editing, Employee Relations
Education
University of California, San Diego 2001 — 2005
Bachelor of Arts (B.A.), Communications & Psychology; Minor in Economics
UC San Diego December 2014 - Present
UC San Diego May 2012 - November 2014
University of California at San Diego November 2010 - April 2012
UCSD September 2008 - October 2010
Robert Half International March 2008 - September 2008
Nova Group March 2007 - October 2007
DivX, Inc. May 2006 - March 2007
Wells Fargo Bank August 2004 - May 2006
Skills
Data Analysis, PowerPoint, Event Planning, Outlook, Microsoft Word, Customer Service, Human Resources, Teaching, Access, Project Management, Social Networking, Editing, Employee Relations
Education
University of California, San Diego 2001 — 2005
Bachelor of Arts (B.A.), Communications & Psychology; Minor in Economics
Albert Babakhanov's Wells Fargo Bank Experience January 2007 - Present
Job Business Specialist 2 at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank January 2007 - Present
Lexus Kerany Mesa January 2006 - January 2007
McKevitt Volvo/Nissan April 2000 - November 2005
Education
University of California, San Diego 2005 — 2007
AA, Business Management
Wells Fargo Bank January 2007 - Present
Lexus Kerany Mesa January 2006 - January 2007
McKevitt Volvo/Nissan April 2000 - November 2005
Education
University of California, San Diego 2005 — 2007
AA, Business Management
Lea Hines's Wells Fargo Bank Experience March 2014 - Present
Job VP, Learning & Development Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank March 2014 - Present
Countrywide Bank 2004 - 2006
North County Bank 1992 - 2000
Skills
Loans, Small Business Lending, Mortgage Lending, Banking, Retail Banking, Mortgage Banking, Financial Services, Portfolio Management, Loan Origination
Education
University of California, Riverside
Business Administration and Management, General
Wells Fargo Bank March 2014 - Present
Countrywide Bank 2004 - 2006
North County Bank 1992 - 2000
Skills
Loans, Small Business Lending, Mortgage Lending, Banking, Retail Banking, Mortgage Banking, Financial Services, Portfolio Management, Loan Origination
Education
University of California, Riverside
Business Administration and Management, General
Brian Brockett's Wells Fargo Bank Experience February 2013 - October 2014
Job Relationship Manager, VP at Union Bank
Industry Banking
Experience
Union Bank October 2014 - Present
Wells Fargo Bank February 2013 - October 2014
Wells Fargo Bank July 2011 - February 2013
Union Bank October 2009 - July 2011
Union Bank April 2008 - October 2009
Union Bank January 2006 - April 2008
Union Bank June 2005 - January 2006
Education
University of California, San Diego 2001 — 2005
Bachelor of Science, Economics: Management Science
Union Bank October 2014 - Present
Wells Fargo Bank February 2013 - October 2014
Wells Fargo Bank July 2011 - February 2013
Union Bank October 2009 - July 2011
Union Bank April 2008 - October 2009
Union Bank January 2006 - April 2008
Union Bank June 2005 - January 2006
Education
University of California, San Diego 2001 — 2005
Bachelor of Science, Economics: Management Science
Chris Leyerle, MBA's Wells Fargo Bank Experience 2003 - 2007
Job Talented Competitive Intelligence and Mergers & Acquisition Leader
Industry Biotechnology
Experience
Life Technologies (merger of Applied Biosystems & Invitrogen) 2012 - Present
Life Technologies 2010 - 2012
Life Technologies 2009 - 2010
Life Technologies 2009 - 2009
Life Technologies 2008 - 2008
Wells Fargo Bank 2003 - 2007
Wells Fargo 2002 - 2003
Wells Fargo 2000 - 2002
Skills
Management, Mergers & Acquisitions, Financial Services, Commercial Lending, Portfolio Management, Structuring Loans, Underwriting, Loan Servicing, Financial Analysis, Market Analysis, Due Diligence, Debt Restructuring, Troubled Assets, Market Development, Trend Analysis, Forecasting, Financial Modeling, Competitive Analysis, SWOT, Data Mining, Executive Reporting, Product Introduction, Pricing Optimization, Change Management, Workforce Planning, Integration Planning, Contingent Workforce, Transfer Pricing, Performance Metrics, Roadmap, KPI Dashboards
Education
University of San Diego
Master of Business Administration (M.B.A.)
University of California, Los Angeles
Bachelor of Arts (B.A.), International Economics
Life Technologies (merger of Applied Biosystems & Invitrogen) 2012 - Present
Life Technologies 2010 - 2012
Life Technologies 2009 - 2010
Life Technologies 2009 - 2009
Life Technologies 2008 - 2008
Wells Fargo Bank 2003 - 2007
Wells Fargo 2002 - 2003
Wells Fargo 2000 - 2002
Skills
Management, Mergers & Acquisitions, Financial Services, Commercial Lending, Portfolio Management, Structuring Loans, Underwriting, Loan Servicing, Financial Analysis, Market Analysis, Due Diligence, Debt Restructuring, Troubled Assets, Market Development, Trend Analysis, Forecasting, Financial Modeling, Competitive Analysis, SWOT, Data Mining, Executive Reporting, Product Introduction, Pricing Optimization, Change Management, Workforce Planning, Integration Planning, Contingent Workforce, Transfer Pricing, Performance Metrics, Roadmap, KPI Dashboards
Education
University of San Diego
Master of Business Administration (M.B.A.)
University of California, Los Angeles
Bachelor of Arts (B.A.), International Economics
Jeanne Halamicek's Wells Fargo Bank Experience January 2005 - January 2008
Job Sales Development Manager at Wells Fargo Insurance Inc
Industry Financial Services
Experience
Wells Fargo Insurance Inc January 2008 - Present
Wells Fargo Bank January 2005 - January 2008
Wells Fargo Bank December 1998 - January 2005
Wells Fargo Bank June 1995 - November 1998
Wells Fargo Bank March 1988 - June 1995
Security Pacific National Bank 1974 - March 1988
Skills
Leadership Development, Coaching, Sales Management, Process Improvement, Banking, Team Building, Call Centers, Risk Management, Leadership, Sales, Relationship Management, Strategy, Business Development, Vendor Management, Credit, Training, Team Leadership, Business Analysis, Strategic Planning, Account Management, Management, Analysis, Financial Analysis, Customer Experience
Education
UCLA 1984 — 1986
Professional Designation in Bank Management, Banking and Financial Support Services
Wells Fargo Insurance Inc January 2008 - Present
Wells Fargo Bank January 2005 - January 2008
Wells Fargo Bank December 1998 - January 2005
Wells Fargo Bank June 1995 - November 1998
Wells Fargo Bank March 1988 - June 1995
Security Pacific National Bank 1974 - March 1988
Skills
Leadership Development, Coaching, Sales Management, Process Improvement, Banking, Team Building, Call Centers, Risk Management, Leadership, Sales, Relationship Management, Strategy, Business Development, Vendor Management, Credit, Training, Team Leadership, Business Analysis, Strategic Planning, Account Management, Management, Analysis, Financial Analysis, Customer Experience
Education
UCLA 1984 — 1986
Professional Designation in Bank Management, Banking and Financial Support Services
Jonathan J. Kim's Wells Fargo Bank Experience November 2008 - October 2009
Job EY
Industry Financial Services
Experience
EY July 2015 - Present
JGD & Associates LLP December 2013 - July 2015
A. V. Arias & Co. October 2009 - November 2013
Wells Fargo Bank November 2008 - October 2009
Luxury Loans August 2005 - November 2007
Skills
Income Tax, Corporate Tax, Financial Analysis, Financial Statements, QuickBooks, Microsoft Excel
Education
University of California, San Diego
B.S., Management Science: Economics
University of California, San Diego
Accounting Certificate, Accounting
Punahou Schools 1996 — 2001
EY July 2015 - Present
JGD & Associates LLP December 2013 - July 2015
A. V. Arias & Co. October 2009 - November 2013
Wells Fargo Bank November 2008 - October 2009
Luxury Loans August 2005 - November 2007
Skills
Income Tax, Corporate Tax, Financial Analysis, Financial Statements, QuickBooks, Microsoft Excel
Education
University of California, San Diego
B.S., Management Science: Economics
University of California, San Diego
Accounting Certificate, Accounting
Punahou Schools 1996 — 2001
Ric Costa's Wells Fargo Bank Experience December 2003 - December 2005
Job Vice President, Account Manager at Pacific Investment Management Company (PIMCO)
Industry Investment Management
Experience
Pacific Investment Management Company (PIMCO) December 2005 - Present
Wells Fargo Bank December 2003 - December 2005
Mercedes Benz USA August 2002 - December 2003
Skills
Fixed Income, Finance, Asset Allocation, Mutual Funds, Valuation, Asset Managment, Series 7, Alternative Investments, Investments, Asset Management, Financial Analysis, Management
Education
University of Southern California - Marshall School of Business 2008 — 2011
MBA, Investment Management, Entrep. Finance
University of California, Riverside 1998 — 2002
Bachelor of Arts, Business & Economics
Pacific Investment Management Company (PIMCO) December 2005 - Present
Wells Fargo Bank December 2003 - December 2005
Mercedes Benz USA August 2002 - December 2003
Skills
Fixed Income, Finance, Asset Allocation, Mutual Funds, Valuation, Asset Managment, Series 7, Alternative Investments, Investments, Asset Management, Financial Analysis, Management
Education
University of Southern California - Marshall School of Business 2008 — 2011
MBA, Investment Management, Entrep. Finance
University of California, Riverside 1998 — 2002
Bachelor of Arts, Business & Economics
Jason Yim's Wells Fargo Bank Experience July 2010 - August 2014
Job SBU Sales Manager at Worldpay
Industry Banking
Experience
Worldpay August 2014 - Present
Wells Fargo Bank July 2010 - August 2014
Countrywide Bank June 2007 - February 2009
Countrywide Bank April 2006 - June 2007
Wells Fargo 2005 - 2006
Wells Fargo December 2004 - August 2005
Wells Fargo Bank 2001 - 2002
Skills
Sales Operations, Banking, Sales Management, Start-ups, Finance, Credit, Strategic Planning, Management, Selling, Loans, Sales, Customer Service, Commercial Banking, Leadership, Mortgage Lending, Investments, Financial Analysis, Credit Cards, Retail Banking, Small Business Lending, Financial Modeling, Credit Analysis, Strategic Financial..., Relationship Management, Business Development
Education
University of California, Los Angeles 1995 — 2000
Bachelors, Economics
Worldpay August 2014 - Present
Wells Fargo Bank July 2010 - August 2014
Countrywide Bank June 2007 - February 2009
Countrywide Bank April 2006 - June 2007
Wells Fargo 2005 - 2006
Wells Fargo December 2004 - August 2005
Wells Fargo Bank 2001 - 2002
Skills
Sales Operations, Banking, Sales Management, Start-ups, Finance, Credit, Strategic Planning, Management, Selling, Loans, Sales, Customer Service, Commercial Banking, Leadership, Mortgage Lending, Investments, Financial Analysis, Credit Cards, Retail Banking, Small Business Lending, Financial Modeling, Credit Analysis, Strategic Financial..., Relationship Management, Business Development
Education
University of California, Los Angeles 1995 — 2000
Bachelors, Economics
Trina Layco's Wells Fargo Bank Experience August 1996 - May 1999
Job Sr. Technical Project Manager at Rouse Services LLC
Industry Marketing and Advertising
Experience
Rouse Services LLC August 2014 - Present
SourceLink August 2006 - August 2014
SourceLink May 2010 - July 2014
The Russ Reid Company January 2005 - August 2006
YWCA of Glendale April 2003 - June 2004
Reach Out West End June 2000 - April 2003
Leroy Hanes Center January 2000 - May 2002
Trixtrade.com January 1999 - November 1999
Wells Fargo Bank August 1996 - May 1999
Skills
Non-profits, Database Marketing, Grant Writing, Social Media, Fundraising, Marketing Communications, Advertising, Public Relations, Digital Marketing, Account Management, Strategic Planning, Social Media Marketing, Direct Mail, Integrated Marketing, Event Planning, Marketing, Online Advertising, Marketing Strategy, Direct Marketing, Creative Direction, Multi-channel Marketing, Marketing Management, Strategy, Lead Generation, Email Marketing, Management, Project Management, Cross-functional Team..., Interactive Marketing, Online Marketing, Customer Acquisition, CRM, Databases, Nonprofits
Education
University of La Verne 2001 — 2002
Masters of Business Administration, Leadership and Management
University of California, Riverside 1995 — 2000
Bachelors of Arts, Psychology
Rouse Services LLC August 2014 - Present
SourceLink August 2006 - August 2014
SourceLink May 2010 - July 2014
The Russ Reid Company January 2005 - August 2006
YWCA of Glendale April 2003 - June 2004
Reach Out West End June 2000 - April 2003
Leroy Hanes Center January 2000 - May 2002
Trixtrade.com January 1999 - November 1999
Wells Fargo Bank August 1996 - May 1999
Skills
Non-profits, Database Marketing, Grant Writing, Social Media, Fundraising, Marketing Communications, Advertising, Public Relations, Digital Marketing, Account Management, Strategic Planning, Social Media Marketing, Direct Mail, Integrated Marketing, Event Planning, Marketing, Online Advertising, Marketing Strategy, Direct Marketing, Creative Direction, Multi-channel Marketing, Marketing Management, Strategy, Lead Generation, Email Marketing, Management, Project Management, Cross-functional Team..., Interactive Marketing, Online Marketing, Customer Acquisition, CRM, Databases, Nonprofits
Education
University of La Verne 2001 — 2002
Masters of Business Administration, Leadership and Management
University of California, Riverside 1995 — 2000
Bachelors of Arts, Psychology
Caroline Peyton's Wells Fargo Bank Experience September 2009 - Present
Job Vice President at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank September 2009 - Present
Skills
Loans, Credit Analysis, Commercial Banking, Commercial Lending, Credit, Banking, Portfolio Management, Treasury Management, Asset Based Lending, Lines Of Credit, Underwriting, Small Business Lending, Commercial Mortgages, Cash Management, Finance, Loan Origination, Credit Risk
Education
University of California, Los Angeles 2000 — 2004
BA
Wells Fargo Bank September 2009 - Present
Skills
Loans, Credit Analysis, Commercial Banking, Commercial Lending, Credit, Banking, Portfolio Management, Treasury Management, Asset Based Lending, Lines Of Credit, Underwriting, Small Business Lending, Commercial Mortgages, Cash Management, Finance, Loan Origination, Credit Risk
Education
University of California, Los Angeles 2000 — 2004
BA
Anthony Pena's Wells Fargo Bank Experience January 2007 - Present
Job Relationship Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank January 2007 - Present
Child Care Resource Center 2011 - 2013
CSUCI 2010 - 2011
Wells Fargo Bank January 2005 - September 2006
Skills
Temporary Placement, Manufacturing, Finance, Credit, Investment Banking, Leadership, Cash Management, Financial Services, Investments, Commercial Lending, Commercial Banking, Management, Loans, Banking, Credit Analysis
Education
University of California, Los Angeles
Wells Fargo Bank January 2007 - Present
Child Care Resource Center 2011 - 2013
CSUCI 2010 - 2011
Wells Fargo Bank January 2005 - September 2006
Skills
Temporary Placement, Manufacturing, Finance, Credit, Investment Banking, Leadership, Cash Management, Financial Services, Investments, Commercial Lending, Commercial Banking, Management, Loans, Banking, Credit Analysis
Education
University of California, Los Angeles
Darryl Kaili's Wells Fargo Bank Experience January 2000 - January 2004
Job Hosted Applications Engineer at Discovia
Industry Legal Services
Experience
Discovia June 2010 - Present
Wells Fargo Bank January 2000 - January 2004
Wells Fargo Bank 1999 - 2000
Skills
Litigation Support, Document Management, Unix, Solaris, Document Review, Legal Research, Relativity, Records Management, Litigation, Intellectual Property, Computer Forensics, Legal Writing, Salesforce.com, Contract Negotiation, Databases
Education
University of California, Los Angeles
Music
Discovia June 2010 - Present
Wells Fargo Bank January 2000 - January 2004
Wells Fargo Bank 1999 - 2000
Skills
Litigation Support, Document Management, Unix, Solaris, Document Review, Legal Research, Relativity, Records Management, Litigation, Intellectual Property, Computer Forensics, Legal Writing, Salesforce.com, Contract Negotiation, Databases
Education
University of California, Los Angeles
Music
Bao Ngoc Liu's Wells Fargo Bank Experience 2002 - Present
Job Business Area Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2013 - Present
Wells Fargo Bank 2002 - Present
Wells Fargo August 2002 - March 2013
Amplicon Financial 1997 - 1999
Skills
Income Statement, Due Diligence, Strategic Partnerships, Organizational..., Employee Engagement, CRM, Private Banking, Training
Education
University of California, San Diego 1990 — 1994
B.A., Urban Studies and Planning
mira mesa high
Wells Fargo April 2013 - Present
Wells Fargo Bank 2002 - Present
Wells Fargo August 2002 - March 2013
Amplicon Financial 1997 - 1999
Skills
Income Statement, Due Diligence, Strategic Partnerships, Organizational..., Employee Engagement, CRM, Private Banking, Training
Education
University of California, San Diego 1990 — 1994
B.A., Urban Studies and Planning
mira mesa high
Tonjy Anderson's Wells Fargo Bank Experience March 2011 - September 2012
Job EBusiness Systems Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2011 - Present
Wells Fargo Bank March 2011 - September 2012
HD Vest May 2010 - February 2011
Charles Schwab August 2005 - January 2009
Charles Schwab May 2000 - August 2005
Skills
Risk Management, PMO, Testing, Quality Assurance, Vendor Management, Financial Services, Requirements Analysis, Business Requirements, Program Management, Business Analysis, Visio, Training, Project Management
Education
University of California, Los Angeles 1986 — 1991
Wells Fargo September 2011 - Present
Wells Fargo Bank March 2011 - September 2012
HD Vest May 2010 - February 2011
Charles Schwab August 2005 - January 2009
Charles Schwab May 2000 - August 2005
Skills
Risk Management, PMO, Testing, Quality Assurance, Vendor Management, Financial Services, Requirements Analysis, Business Requirements, Program Management, Business Analysis, Visio, Training, Project Management
Education
University of California, Los Angeles 1986 — 1991
Valerie Ruiz's Wells Fargo Bank Experience August 2008 - December 2010
Job Financal Sales Associate/Investment Representative at BBVA Compass
Industry Banking
Experience
BBVA Compass Bank November 2011 - Present
Bank of the West May 2011 - November 2011
Wells Fargo Bank August 2008 - December 2010
Skills
Investments, Banking, Loans, Credit, Consumer Lending, Commercial Banking, Retail Banking, Mortgage Lending, Credit Analysis, Small Business Lending, Commercial Lending, Portfolio Management, Lines Of Credit, Credit Risk, Loan Origination
Education
University of California, Riverside
BA SOCIOLOGY, MINOR IN CRIMINOLOGY
BBVA Compass Bank November 2011 - Present
Bank of the West May 2011 - November 2011
Wells Fargo Bank August 2008 - December 2010
Skills
Investments, Banking, Loans, Credit, Consumer Lending, Commercial Banking, Retail Banking, Mortgage Lending, Credit Analysis, Small Business Lending, Commercial Lending, Portfolio Management, Lines Of Credit, Credit Risk, Loan Origination
Education
University of California, Riverside
BA SOCIOLOGY, MINOR IN CRIMINOLOGY
Kisha Conte's Wells Fargo Bank Experience
Job Business Banking Specialist at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank
Skills
Small Business Lending, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Loans, Mortgage Lending
Education
University of California, Riverside 1999 — 2001
BS Business Andmin, Business
abbott middle school
Wells Fargo Bank
Skills
Small Business Lending, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Loans, Mortgage Lending
Education
University of California, Riverside 1999 — 2001
BS Business Andmin, Business
abbott middle school
Marsha Tamalii's Wells Fargo Bank Experience March 1997 - April 2009
Job Migration Project Manager and Complex Project Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2009 - Present
Wells Fargo 1996 - May 2009
Wells Fargo Bank March 1997 - April 2009
Big Brothers Big Sisters of Honolulu February 1993 - June 1995
First Interstate Bank of Hawaii April 1986 - February 1992
Bank of Hawaii April 1984 - February 1986
First Interstate Bank 1968 - 1984
Education
University of California, Los Angeles 1976 — 1978
BA, Finance
Wells Fargo January 2009 - Present
Wells Fargo 1996 - May 2009
Wells Fargo Bank March 1997 - April 2009
Big Brothers Big Sisters of Honolulu February 1993 - June 1995
First Interstate Bank of Hawaii April 1986 - February 1992
Bank of Hawaii April 1984 - February 1986
First Interstate Bank 1968 - 1984
Education
University of California, Los Angeles 1976 — 1978
BA, Finance
Jason Himber's Wells Fargo Bank Experience January 2009 - May 2011
Job Corporate Finance, Strategy & Development Executive
Industry Restaurants
Experience
KFC & Yum! Brands July 2013 - Present
GE Capital May 2011 - June 2013
Wells Fargo Bank January 2009 - May 2011
Wells Fargo Bank July 2010 - December 2010
Wells Fargo Bank July 2007 - January 2009
Stuart A. Ditsky CPA June 2006 - August 2007
Cushman & Wakefield January 2006 - June 2006
Coreland Companies June 2005 - August 2005
Skills
Financial Analysis, Finance, Portfolio Management, Mergers & Acquisitions, Credit, Due Diligence, Banking, Investments, New Business Development, Commercial Banking, Credit Analysis, Cash Flow, Corporate Finance, Strategy, Credit Risk, Loans, Relationship Management, Executive Management, Valuation, Training, Real Estate, Business Development, Commercial Real Estate, Business Strategy, Restructuring, Financial Modeling, Capital Markets, Accounting, Negotiation, Business Planning, Sales, Microsoft Office, Asset Management, Financial Risk, Loan Origination, Financial Structuring, Strategic Financial..., Commercial Lending, Business Valuation, Risk Management, Real Estate Development, Real Estate Economics, Managerial Finance, Management, Budgets, Leadership, Corporate Strategy..., Forecasting, P&L, Strategic Planning
Education
University of Southern California - Marshall School of Business 2003 — 2007
BA, Global Finance
University of California, Los Angeles 2007 — 2009
Post Graduate Work, Accounting
KFC & Yum! Brands July 2013 - Present
GE Capital May 2011 - June 2013
Wells Fargo Bank January 2009 - May 2011
Wells Fargo Bank July 2010 - December 2010
Wells Fargo Bank July 2007 - January 2009
Stuart A. Ditsky CPA June 2006 - August 2007
Cushman & Wakefield January 2006 - June 2006
Coreland Companies June 2005 - August 2005
Skills
Financial Analysis, Finance, Portfolio Management, Mergers & Acquisitions, Credit, Due Diligence, Banking, Investments, New Business Development, Commercial Banking, Credit Analysis, Cash Flow, Corporate Finance, Strategy, Credit Risk, Loans, Relationship Management, Executive Management, Valuation, Training, Real Estate, Business Development, Commercial Real Estate, Business Strategy, Restructuring, Financial Modeling, Capital Markets, Accounting, Negotiation, Business Planning, Sales, Microsoft Office, Asset Management, Financial Risk, Loan Origination, Financial Structuring, Strategic Financial..., Commercial Lending, Business Valuation, Risk Management, Real Estate Development, Real Estate Economics, Managerial Finance, Management, Budgets, Leadership, Corporate Strategy..., Forecasting, P&L, Strategic Planning
Education
University of Southern California - Marshall School of Business 2003 — 2007
BA, Global Finance
University of California, Los Angeles 2007 — 2009
Post Graduate Work, Accounting
John Tellenbach's Wells Fargo Bank Experience 2001 - 2006
Job Executive Vice President / Chief Banking Officer at Sunwest Bank
Industry Financial Services
Experience
Sunwest Bank April 2014 - Present
Comerica June 2011 - January 2014
First Private Bank & Trust October 2009 - June 2011
Wachovia, A Wells Fargo Company August 2006 - August 2009
Wells Fargo Bank 2001 - 2006
Skills
Asset Based Lending, Banking, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Fundraising, Leadership, Loans, Portfolio Management, Small Business Lending, Underwriting, Credit Risk, Treasury Management, Lines Of Credit
Education
University of California, San Diego 1987 — 1990
BA, Management Sciences
Sunwest Bank April 2014 - Present
Comerica June 2011 - January 2014
First Private Bank & Trust October 2009 - June 2011
Wachovia, A Wells Fargo Company August 2006 - August 2009
Wells Fargo Bank 2001 - 2006
Skills
Asset Based Lending, Banking, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Fundraising, Leadership, Loans, Portfolio Management, Small Business Lending, Underwriting, Credit Risk, Treasury Management, Lines Of Credit
Education
University of California, San Diego 1987 — 1990
BA, Management Sciences
Paul T. Munson's Wells Fargo Bank Experience October 2005 - Present
Job FX Sales at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank October 2005 - Present
Bank of America December 1998 - October 2005
Sumitomo Bank Limited September 1986 - November 1998
Skills
Foreign Exchange, FX Options, FX trading, Derivatives, Banking, Capital Markets, Relationship Management, Trading, Options, Bloomberg, Commercial Banking, Currency, Credit, Treasury Management, Financial Markets, Credit Analysis, Equities, Hedging, Credit Risk, Investments
Education
University of California, Los Angeles 1979 — 1984
BA, Psychology
Wells Fargo Bank October 2005 - Present
Bank of America December 1998 - October 2005
Sumitomo Bank Limited September 1986 - November 1998
Skills
Foreign Exchange, FX Options, FX trading, Derivatives, Banking, Capital Markets, Relationship Management, Trading, Options, Bloomberg, Commercial Banking, Currency, Credit, Treasury Management, Financial Markets, Credit Analysis, Equities, Hedging, Credit Risk, Investments
Education
University of California, Los Angeles 1979 — 1984
BA, Psychology
Hoa Myers's Wells Fargo Bank Experience March 1991 - May 2005
Job Independent Insurance Broker
Industry Insurance
Experience
Hoa Myers Insurance & Financial Services September 2010 - Present
Bank of America March 2006 - September 2010
City National Bank May 2005 - March 2006
Wells Fargo Bank March 1991 - May 2005
Skills
Banking, Brokers, Commercial Lending, Credit, Disability Insurance, Financial Analysis, Financial Services, Fixed Annuities, Health Insurance, Insurance, Loans, Mortgage Lending, Portfolio Management, Retail Banking, Retirement, Retirement Planning, Sales Management, Small Business Lending, Underwriting
Education
University of California, Los Angeles 1984 — 1989
BS, Applied Mathematics
Hoa Myers Insurance & Financial Services September 2010 - Present
Bank of America March 2006 - September 2010
City National Bank May 2005 - March 2006
Wells Fargo Bank March 1991 - May 2005
Skills
Banking, Brokers, Commercial Lending, Credit, Disability Insurance, Financial Analysis, Financial Services, Fixed Annuities, Health Insurance, Insurance, Loans, Mortgage Lending, Portfolio Management, Retail Banking, Retirement, Retirement Planning, Sales Management, Small Business Lending, Underwriting
Education
University of California, Los Angeles 1984 — 1989
BS, Applied Mathematics
Kalin Beima's Wells Fargo Bank Experience August 2009 - April 2010
Job Branch Manager for JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase May 2010 - Present
Wells Fargo 2009 - 2011
Wells Fargo Bank August 2009 - April 2010
Wells Fargo Bank July 2006 - August 2009
Skills
Banking, Retail Banking, Sales, Consumer Lending, Financial Services, Lines Of Credit, Cross Selling, Branch Management, Loans, Small Business Lending, Commercial Banking, Stocks, Commercial Lending, Customer Service, Mortgage Lending, Credit, Loan Origination
Education
University of California, Riverside 2001 — 2006
Bachelor's, Business, English, Spanish
Westlake High School
JP Morgan Chase May 2010 - Present
Wells Fargo 2009 - 2011
Wells Fargo Bank August 2009 - April 2010
Wells Fargo Bank July 2006 - August 2009
Skills
Banking, Retail Banking, Sales, Consumer Lending, Financial Services, Lines Of Credit, Cross Selling, Branch Management, Loans, Small Business Lending, Commercial Banking, Stocks, Commercial Lending, Customer Service, Mortgage Lending, Credit, Loan Origination
Education
University of California, Riverside 2001 — 2006
Bachelor's, Business, English, Spanish
Westlake High School
Servando Flores's Wells Fargo Bank Experience 1999 - 2010
Job Business Development at Fancii Apparel
Industry Financial Services
Experience
Fancii Apparel 2013 - Present
Liberty Tax Service 2011 - 2012
Wells Fargo Bank 1999 - 2010
Wells Fargo Bank 1998 - 1999
Education
University of California, Riverside
Bachelor in Sience, Business Administration, Finance
Fancii Apparel 2013 - Present
Liberty Tax Service 2011 - 2012
Wells Fargo Bank 1999 - 2010
Wells Fargo Bank 1998 - 1999
Education
University of California, Riverside
Bachelor in Sience, Business Administration, Finance
Gabe Zuniga's Wells Fargo Bank Experience November 2003 - November 2007
Job Treasury Management Relationship Manager III at Union Bank
Industry Banking
Experience
Union Bank April 2012 - Present
Bank of the West November 2007 - April 2012
Wells Fargo Bank November 2003 - November 2007
Lewis Hyman Inc. 2000 - 2003
Skills
Cash Management, Commercial Banking, Business Development, Liquidity Management, Relationship Management, Commercial Lending, Treasury Management, Portfolio Management, Banking, Treasury Services, Cross Selling, Credit, Investments, Credit Analysis, Finance, Financial Analysis
Education
University of California, Los Angeles 1995 — 2000
Bachelor of Arts, Economics
Union Bank April 2012 - Present
Bank of the West November 2007 - April 2012
Wells Fargo Bank November 2003 - November 2007
Lewis Hyman Inc. 2000 - 2003
Skills
Cash Management, Commercial Banking, Business Development, Liquidity Management, Relationship Management, Commercial Lending, Treasury Management, Portfolio Management, Banking, Treasury Services, Cross Selling, Credit, Investments, Credit Analysis, Finance, Financial Analysis
Education
University of California, Los Angeles 1995 — 2000
Bachelor of Arts, Economics
Cathy Kuang's Wells Fargo Bank Experience September 1997 - February 1999
Job Accounting Manager at CoAdna Photonics
Industry Computer Software
Experience
VIVUS, Inc. April 2014 - Present
CoAdna Photonics January 2011 - April 2014
Scientific Learning May 2005 - May 2012
CoAdna Photonics 2011 - 2011
Trinity Learning Corporation January 2004 - May 2005
Instill Corporation December 2002 - July 2004
A&M Printing April 2002 - December 2002
Emmperative June 2000 - February 2002
Ying Wang & Co., CPA's February 1999 - May 2000
Wells Fargo Bank September 1997 - February 1999
Skills
General Ledger, Revenue Recognition
Education
University of California, Los Angeles 1995 — 1997
BA, Business Economic with Accounting Minor
VIVUS, Inc. April 2014 - Present
CoAdna Photonics January 2011 - April 2014
Scientific Learning May 2005 - May 2012
CoAdna Photonics 2011 - 2011
Trinity Learning Corporation January 2004 - May 2005
Instill Corporation December 2002 - July 2004
A&M Printing April 2002 - December 2002
Emmperative June 2000 - February 2002
Ying Wang & Co., CPA's February 1999 - May 2000
Wells Fargo Bank September 1997 - February 1999
Skills
General Ledger, Revenue Recognition
Education
University of California, Los Angeles 1995 — 1997
BA, Business Economic with Accounting Minor
Brad Belsheim's Wells Fargo Bank Experience 1987 - 2001
Job Commercial Real Estate,Deposit Payment Services Region Manager for South/Southwest Region at US Bank
Industry Banking
Experience
US Bank June 2010 - Present
Bank of America 2001 - 2005
Wells Fargo Bank 1987 - 2001
Skills
Commercial Lending, Banking, Commercial Banking, Portfolio Management, Loans, Small Business Lending, Cash Management, Credit Analysis, Retail Banking, Financial Analysis, Credit, Treasury Management, Management
Education
University of California, San Diego 1982 — 1986
Bachelor of Arts (B.A.), Political Science and Government
University of California, San Diego 1982 — 1985
Bachelor's degree, Political Science and Government
US Bank June 2010 - Present
Bank of America 2001 - 2005
Wells Fargo Bank 1987 - 2001
Skills
Commercial Lending, Banking, Commercial Banking, Portfolio Management, Loans, Small Business Lending, Cash Management, Credit Analysis, Retail Banking, Financial Analysis, Credit, Treasury Management, Management
Education
University of California, San Diego 1982 — 1986
Bachelor of Arts (B.A.), Political Science and Government
University of California, San Diego 1982 — 1985
Bachelor's degree, Political Science and Government
Nora Bodossian's Wells Fargo Bank Experience July 2007 - June 2010
Job Student at University of California, Los Angeles
Industry Legal Services
Experience
Wells Fargo Bank July 2007 - June 2010
Education
University of California, Los Angeles 2009 — 2011
Wells Fargo Bank July 2007 - June 2010
Education
University of California, Los Angeles 2009 — 2011
Ilya Ishayev's Wells Fargo Bank Experience August 2007 - December 2009
Job Vice President at The Bailey Group, AXA Advisors
Industry Financial Services
Experience
AXA Advisors January 2011 - Present
The Bailey Group 2012 - Present
Wells Fargo Bank August 2007 - December 2009
Education
University of California, Los Angeles 2008 — 2010
Bachelor of Arts, Economics, Accounting
AXA Advisors January 2011 - Present
The Bailey Group 2012 - Present
Wells Fargo Bank August 2007 - December 2009
Education
University of California, Los Angeles 2008 — 2010
Bachelor of Arts, Economics, Accounting
Loretta Wong's Wells Fargo Bank Experience March 2001 - August 2001
Job Accounting/EFT Representative III at Orange County's Credit Union
Industry Banking
Experience
Sun Market and Grocery January 2008 - Present
Orange County's Credit Union August 2007 - Present
Pomona Postal Federal Credit Union May 2004 - December 2007
Pomona Postal Federal Credit Union December 2004 - June 2007
Wells Fargo Bank March 2001 - August 2001
El Monte Union High School September 1998 - June 2000
Education
University of California, Riverside 2004 — 2007
Bachelor of Arts (BA), Business Administration
Rio Hondo Community College
Associates, Art, Business; Economics Marketing Management Management of Information Systems Management Science
Sun Market and Grocery January 2008 - Present
Orange County's Credit Union August 2007 - Present
Pomona Postal Federal Credit Union May 2004 - December 2007
Pomona Postal Federal Credit Union December 2004 - June 2007
Wells Fargo Bank March 2001 - August 2001
El Monte Union High School September 1998 - June 2000
Education
University of California, Riverside 2004 — 2007
Bachelor of Arts (BA), Business Administration
Rio Hondo Community College
Associates, Art, Business; Economics Marketing Management Management of Information Systems Management Science
Vicky Boc's Wells Fargo Bank Experience August 2008 - June 2010
Job Sr. Financial Analyst, FP&A at Forever 21
Industry Retail
Experience
Forever 21 August 2013 - Present
Forever 21 August 2011 - August 2013
Woodbridge Lighting, Inc August 2010 - August 2011
Wells Fargo Bank August 2008 - June 2010
Skills
Financial Reporting, US GAAP, Forecasting, Accounting, Fixed Asset Management, Financial Analysis, Financial Modeling
Education
University of California, Riverside 2007 — 2011
Bachelor's Degree, Business Administration - Finance
Forever 21 August 2013 - Present
Forever 21 August 2011 - August 2013
Woodbridge Lighting, Inc August 2010 - August 2011
Wells Fargo Bank August 2008 - June 2010
Skills
Financial Reporting, US GAAP, Forecasting, Accounting, Fixed Asset Management, Financial Analysis, Financial Modeling
Education
University of California, Riverside 2007 — 2011
Bachelor's Degree, Business Administration - Finance
Walter Emerson's Wells Fargo Bank Experience August 2010 - May 2011
Job Business/Commercial Banking Professional
Industry Financial Services
Experience
Wells Fargo Bank - West Coast Business Banking Group May 2011 - Present
Wells Fargo Bank August 2010 - May 2011
Wells Fargo Financial June 2008 - August 2010
Washington Mutual, Inc. May 2006 - May 2008
Countrywide January 2005 - May 2006
Citigroup December 2001 - January 2005
Skills
Bilingual-Spanish, Credit, Loans, Banking, Portfolio Management, Financial Analysis, Finance, Financial Services, Underwriting, Sales, Management, Mergers & Acquisitions, Business Planning, Consumer Lending, Mortgage Lending, Small Business Lending, Loan Origination, Commercial Lending, Cross Selling
Education
University of California, Los Angeles 2000 — 2001
University of California, Santa Cruz 1996 — 2000
Industrial / Organizational Psychology
Wells Fargo Bank - West Coast Business Banking Group May 2011 - Present
Wells Fargo Bank August 2010 - May 2011
Wells Fargo Financial June 2008 - August 2010
Washington Mutual, Inc. May 2006 - May 2008
Countrywide January 2005 - May 2006
Citigroup December 2001 - January 2005
Skills
Bilingual-Spanish, Credit, Loans, Banking, Portfolio Management, Financial Analysis, Finance, Financial Services, Underwriting, Sales, Management, Mergers & Acquisitions, Business Planning, Consumer Lending, Mortgage Lending, Small Business Lending, Loan Origination, Commercial Lending, Cross Selling
Education
University of California, Los Angeles 2000 — 2001
University of California, Santa Cruz 1996 — 2000
Industrial / Organizational Psychology
N Zavala's Wells Fargo Bank Experience January 1997 - January 2001
Job Senior Instructor, AVP Union Bank
Industry Human Resources
Experience
Union Bank July 2011 - Present
US Bank June 2009 - July 2011
US Bank May 2006 - June 2009
Wells Fargo January 2004 - May 2006
Wells Fargo January 2001 - January 2004
Wells Fargo Bank January 1997 - January 2001
Skills
Commercial Lending, Banking, Loans, Consumer Lending, Training, Small Business Lending, Coaching, Performance Improvement, Customer Service, Retail Banking, Workshop Facilitation, Sales, Management, Strategy, New Business Development, Talent Management, Leadership Development, Analysis, Sales Management, Instructional Design, Organizational..., Needs Analysis, Leadership, Performance Management, Interviews, Team Building, Employee Training, Training Delivery, Employee Relations, Cold Calling, Onboarding, Instructor-led Training
Education
University of California, Riverside 1997 — 2002
Bachelor of Science, Business Management, Marketing, Economics
Union Bank July 2011 - Present
US Bank June 2009 - July 2011
US Bank May 2006 - June 2009
Wells Fargo January 2004 - May 2006
Wells Fargo January 2001 - January 2004
Wells Fargo Bank January 1997 - January 2001
Skills
Commercial Lending, Banking, Loans, Consumer Lending, Training, Small Business Lending, Coaching, Performance Improvement, Customer Service, Retail Banking, Workshop Facilitation, Sales, Management, Strategy, New Business Development, Talent Management, Leadership Development, Analysis, Sales Management, Instructional Design, Organizational..., Needs Analysis, Leadership, Performance Management, Interviews, Team Building, Employee Training, Training Delivery, Employee Relations, Cold Calling, Onboarding, Instructor-led Training
Education
University of California, Riverside 1997 — 2002
Bachelor of Science, Business Management, Marketing, Economics
Nga Duong's Wells Fargo Bank Experience May 2006 - October 2008
Job Senior Corporate Accountant at HBA/Hirsch Bedner Associates
Industry Financial Services
Experience
HBA/Hirsch Bedner Associates November 2012 - Present
Torrance Community Credit Union November 2008 - November 2012
Wells Fargo Bank May 2006 - October 2008
Skills
Banking, Customer Service, Retail Banking, Analysis, Auditing, Consolidation
Education
University of California, Riverside 2004 — 2008
Bachelor of Science (BS), Business Administration
HBA/Hirsch Bedner Associates November 2012 - Present
Torrance Community Credit Union November 2008 - November 2012
Wells Fargo Bank May 2006 - October 2008
Skills
Banking, Customer Service, Retail Banking, Analysis, Auditing, Consolidation
Education
University of California, Riverside 2004 — 2008
Bachelor of Science (BS), Business Administration
Johann Koeh's Wells Fargo Bank Experience November 2007 - May 2008
Job Software Test Engineer 2 at Illumina
Industry Biotechnology
Experience
Illumina May 2013 - Present
Salk Institute for Biological Studies June 2012 - May 2013
BioLegend July 2011 - June 2012
ITRI July 2010 - September 2010
Wells Fargo Bank November 2007 - May 2008
Skills
Cell Culture, ELISA, Mandarin, Protein Chemistry, Protein Purification, Protein Conjugation, Endotoxin Testing..., Aseptic Technique, Matlab, Cell, Tissue Culture, Buffer Preparation, Gel Electrophoresis, C, Statistics, Math, PCR, DNA sequencing, DNA amplification, recombinant DNA..., Technical Presentations, T-tests, C#, System Integration..., R&D
Education
University of California, San Diego 2008 — 2013
Bachelor's Degree, Bioengineering-Biotechnology
Lynbrook High School 2004 — 2008
Illumina May 2013 - Present
Salk Institute for Biological Studies June 2012 - May 2013
BioLegend July 2011 - June 2012
ITRI July 2010 - September 2010
Wells Fargo Bank November 2007 - May 2008
Skills
Cell Culture, ELISA, Mandarin, Protein Chemistry, Protein Purification, Protein Conjugation, Endotoxin Testing..., Aseptic Technique, Matlab, Cell, Tissue Culture, Buffer Preparation, Gel Electrophoresis, C, Statistics, Math, PCR, DNA sequencing, DNA amplification, recombinant DNA..., Technical Presentations, T-tests, C#, System Integration..., R&D
Education
University of California, San Diego 2008 — 2013
Bachelor's Degree, Bioengineering-Biotechnology
Lynbrook High School 2004 — 2008
Karen Huse's Wells Fargo Bank Experience January 2012 - Present
Job Operational Risk Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2013 - Present
Wells Fargo Bank January 2012 - Present
Wells Fargo Home Mortgage 2006 - April 2013
Skills
Analytical Writing, Business Writing, Credit, Credit Analysis, Banking, Credit Risk, Mortgage Lending, Financial Analysis
Education
University of California, San Diego
Bachelor of Arts (B.A.), Anthropology
Wells Fargo April 2013 - Present
Wells Fargo Bank January 2012 - Present
Wells Fargo Home Mortgage 2006 - April 2013
Skills
Analytical Writing, Business Writing, Credit, Credit Analysis, Banking, Credit Risk, Mortgage Lending, Financial Analysis
Education
University of California, San Diego
Bachelor of Arts (B.A.), Anthropology
JP Bouchereau's Wells Fargo Bank Experience September 2010 - June 2012
Job VP, Senior Corporate Banking Officer at Comerica Bank
Industry Financial Services
Experience
Comerica Bank June 2012 - Present
Wells Fargo Bank September 2010 - June 2012
Wells Fargo Bank June 2004 - September 2010
Wells Fargo June 2001 - June 2004
Skills
Asset Based Lending, Commercial Lending, Banking, New Business Development, Credit, Capital Markets, Financial Structuring, Finance, Relationship Management
Education
University of California, San Diego
BA, Economics
Comerica Bank June 2012 - Present
Wells Fargo Bank September 2010 - June 2012
Wells Fargo Bank June 2004 - September 2010
Wells Fargo June 2001 - June 2004
Skills
Asset Based Lending, Commercial Lending, Banking, New Business Development, Credit, Capital Markets, Financial Structuring, Finance, Relationship Management
Education
University of California, San Diego
BA, Economics
faith brindza's Wells Fargo Bank Experience August 2006 - November 2011
Job Customer Service , collections ,Credit , at CIS , On Point Credit Union, Wells Fargo Bank , Lending Solutions , First Cosumer National Bank
Industry Banking
Experience
CIS , On Point Credit Union, Wells Fargo Bank , Lending Solutions , First Cosumer National Bank May 2014 - Present
North West Staffing May 2014 - July 2014
Columbia State Bank May 2013 - May 2014
unemployed seeking banking or data entry or accounting or Finance work June 2012 - September 2012
onpiont November 2011 - June 2012
Wells Fargo Bank August 2006 - November 2011
Finesse Personeel Associates April 2003 - August 2006
lending Solutions March 2003 - May 2004
First Consumers National bank October 1998 - April 2003
Skills
Banking, Credit, Retail Banking, Loans, Commercial Banking, Customer Service, Microsoft Excel, Microsoft Office, Mortgage Lending, Microsoft Word, Consumer Lending, Credit Analysis, Deposits, Credit Risk, Risk Management, Commercial Lending, Financial Analysis, Cross Selling, PowerPoint, Cash Management, Outlook, Small Business Lending, Sales, Financial Risk, Loan Origination, Lines Of Credit, Relationship Management, Teamwork, Credit Cards, Accounting, Call Center, Finance, Customer Satisfaction, Payments, Management, Mortgage Banking, Access, Data Entry, Team Leadership, Lotus Notes, Insurance, Marketing, Leadership, Coaching
Education
National Career Readiness Certification 2012 — 2013
Career Readiness, Career Readiness, A
Universal Accounting center 2004 — 2005
certificates in Accounting and quick books, Accounting
Kintnetic 1998 — 2003
certificate, businerss /computers accounting
UCLA 1980 — 1983
no, Business Administration, Management and Operations, 3.75
steel valley techincal school 1973 — 1976
certifcate, business/ accounting
CIS , On Point Credit Union, Wells Fargo Bank , Lending Solutions , First Cosumer National Bank May 2014 - Present
North West Staffing May 2014 - July 2014
Columbia State Bank May 2013 - May 2014
unemployed seeking banking or data entry or accounting or Finance work June 2012 - September 2012
onpiont November 2011 - June 2012
Wells Fargo Bank August 2006 - November 2011
Finesse Personeel Associates April 2003 - August 2006
lending Solutions March 2003 - May 2004
First Consumers National bank October 1998 - April 2003
Skills
Banking, Credit, Retail Banking, Loans, Commercial Banking, Customer Service, Microsoft Excel, Microsoft Office, Mortgage Lending, Microsoft Word, Consumer Lending, Credit Analysis, Deposits, Credit Risk, Risk Management, Commercial Lending, Financial Analysis, Cross Selling, PowerPoint, Cash Management, Outlook, Small Business Lending, Sales, Financial Risk, Loan Origination, Lines Of Credit, Relationship Management, Teamwork, Credit Cards, Accounting, Call Center, Finance, Customer Satisfaction, Payments, Management, Mortgage Banking, Access, Data Entry, Team Leadership, Lotus Notes, Insurance, Marketing, Leadership, Coaching
Education
National Career Readiness Certification 2012 — 2013
Career Readiness, Career Readiness, A
Universal Accounting center 2004 — 2005
certificates in Accounting and quick books, Accounting
Kintnetic 1998 — 2003
certificate, businerss /computers accounting
UCLA 1980 — 1983
no, Business Administration, Management and Operations, 3.75
steel valley techincal school 1973 — 1976
certifcate, business/ accounting
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank