Wells Fargo Foothill
Industry: Company
DescriptionFounded: 1971 Parent organizations: Wells Fargo, Wells Fargo Foothill, LLC Subsidiary: Wells Fargo Capital Finance, Inc., Investment ArmFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportWells Fargo BankWebsiteDirections Saved (0) Saved Save 9 Google reviews Bank in Salt Lake City, Utah Address: 1290 S Foothill Dr, Salt Lake City, UT 84108 Departments: Wells Fargo ATMHoursWells Fargo BankClosed today Holiday hoursMonday(Martin Luther King Jr. Day)ClosedHoliday hoursTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Drive through9AM–5PM Hours might differMonday(Martin Luther King Jr. Day)9AM–5PMHours might differTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–6PMSaturday9AM–2PMSundayClosedHours: Closed ⋅ Opens 9AM Tue Martin Luther King Jr. Day hours · See more hoursMonday(Martin Luther King Jr. Day)ClosedHoliday hoursTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (801) 883-6810: : Category: Website: : : : Place name: : Website: https://www.wellsfargo.com/locator/bank/1290__S__FOOTHILL__DR_SALT__LAKE__CITY_UT_84108/?utm_campaign=Local_Listings&utm_source=Google&group=Community_Bank&loc=AA02676 Category: ATM Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Mondays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place.Closed Mondays—pick another day : 12a3a6a9a12p3p6p9p12a3a6aPlan your visitClosed Sundays—pick another dayClosed Mondays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on FridaysPeople typically spend 10 min here Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Wells Fargo Bank Posting publicly on the Web Write a review Reviews"Good customer service." "He is completely rude and uncomfortable to work with." View all Google reviews
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Wells Fargo Foothill Employees
Salus Capital Partners September 2014 - Present
Rockland Trust Company July 2011 - August 2014
Webster Business Credit December 2002 - July 2011
Wells Fargo Foothill August 1992 - November 2002
Shawmut Bank April 1990 - August 1992
KPMG July 1987 - April 1990
Skills
Commercial Lending, Asset Based Lending, Credit Analysis, Commercial Banking, Loans, Middle Market, Credit, Small Business Lending, Portfolio Management, Finance, Investments, Underwriting, Credit Risk, Commercial Mortgages, Lines Of Credit, Financial Analysis, Cash Flow Lending, Loan Origination, Mergers & Acquisitions, Due Diligence, Corporate Finance, Financial Modeling, Banking, Commercial Finance, Factoring, Restructuring, Private Equity, Valuation, Debt Restructuring, Risk Management, Workout, SBA, Cash Management
Education
Stonehill College 1983 — 1987
Bachelor of Science, Accounting
Catholic Memorial High School 1979 — 1983
Wells Fargo Bank March 2011 - Present
Wells Fargo January 2009 - February 2011
Wells Fargo Bank September 2008 - January 2009
Wells Fargo Foothill June 2007 - September 2008
McGladrey Capital Markets LLC December 2004 - January 2007
Skills
Credit, Portfolio Management, Capital Markets, Asset Managment, Commercial Banking, Finance, Financial Risk, Restructuring, Analysis, Financial Modeling, Management, Investment Banking, Underwriting, Competitive Analysis
Education
UNIVERSITY OF CALIFORNIA AT BERKLEY 2009 — 2009
4.0
UNIVERSITY OF CALIFORNIA AT LOS ANGELES, Los Angeles, CA 2007 — 2007
4.0
University of California, Irvine 1999 — 2003
Bachelor of Arts (B.A.), International Relations and Affairs
BB&T September 2015 - Present
Wells Fargo Capital Finance June 2003 - September 2015
Silicon Valley Bank January 2002 - June 2003
Bank of America Business Capital June 2000 - January 2002
Wells Fargo Business Credit 1996 - June 2000
Wells Fargo Foothill 1983 - 1991
Skills
Asset Based Lending, Loans, Middle Market, Mergers, Credit, Commercial Lending, Loan Origination, Mergers & Acquisitions, Finance, Corporate Finance, Credit Analysis, Financial Modeling, Portfolio Management, Commercial Banking, Small Business Lending, Due Diligence, Business Development, Treasury Management, Banking, Financial Structuring, Investments, Private Equity, Structured Finance, Valuation, Financial Services, Underwriting, Credit Risk, Capital Markets, Leveraged Finance, Executive Management, Cash Management, Factoring, Cash Flow Lending, Lines Of Credit, Funding, Debt Restructuring, Commercial Mortgages, Asset Management, Commercial Finance, LBO
Education
The University of Texas at Dallas
BS, Business Administration-Finance
THL Credit, Inc. April 2015 - Present
Wells Fargo Capital Finance April 2007 - April 2015
Wells Fargo Foothill October 2001 - March 2007
Foothill Capital Corporation March 2000 - September 2001
Fremont Financial, Inc. August 1998 - February 2000
Heller First Capital 1996 - 1998
CIT Group/Business Credit 1995 - 1996
IBM Global Financing 1989 - 1994
Skills
Finance, Analysis, Debt Restructuring, Syndications, Portfolio Management, Credit Analysis, Management, Negotiation, LBO, Relationship Management, Due Diligence, Financial Structuring, Mergers & Acquisitions, Financial Analysis, Credit, Corporate Finance, Financial Modeling, Private Equity, Loans
Education
Babson College
Bachelors, Finance
The University of Connecticut School of Business
MBA, Finance
Wells Fargo Capital Finance June 2015 - Present
Wells Fargo Foothill December 2011 - June 2015
Wells Fargo Capital Finance March 2007 - December 2011
Wells Fargo Foothill September 2001 - April 2007
Wells Fargo Foothill November 2000 - September 2001
Skills
Corporate Finance, Mergers & Acquisitions, Asset Based Lending, Private Equity, Portfolio Management, Loans, Commercial Lending, Credit Analysis, Credit, Finance, Restructuring, Due Diligence, Capital Markets, Financial Modeling, Banking, Structured Finance, Risk Management, Commercial Banking, Mergers, Venture Capital, Financial Structuring, Leveraged Finance, Treasury Management, Team Leadership
Education
California State University-Northridge 1987 — 1992
BS, Finance with emphasis in Real Estate
Sage Investigations, LLC January 2002 - Present
Wells Fargo Foothill 2005 - 2010
US Treasury Department IRS August 1969 - September 2001
State of Texas - State Securities Board January 1984 - May 1986
Skills
Certified Fraud Examiner, Forensic Accounting, Litigation Support, Due Diligence, Fraud, Investigations, Investigation, Expert Witness, Private Investigations, Criminal Investigations, Background Checks, Interrogation, Internal Investigations, Criminal Law, Risk Assessment, Security, Enforcement, Forensic Analysis, Surveillance, Executive Protection, Evidence, Police, Auditing, Corporate Security, Physical Security, Computer Forensics, Civil Litigation, Litigation, Courts, Internal Controls, Policy, Protection, Interviews, Security Management, Asset Protection, Security Audits, Cybercrime, Trials, Crisis Management, Vulnerability Assessment, Skip Tracing, Investigative Research, Emergency Management, Personal Protection, Fraud Detection, Criminal Justice, Asset Tracing, Investigative Reporting, Security Operations, Security Training
Education
Southeastern Louisiana University 1964 — 1968
BA, Accounting
West Jefferson High School 1961 — 1964
The L.A. Trust for Children's Health June 2014 - September 2014
American Heart Association American Stroke Association June 2013 - September 2013
Diane's Food February 2011 - June 2013
Chadwick School August 2011 - June 2012
VA Medical Center July 2009 - April 2010
Wells Fargo Foothill July 2005 - June 2007
Episcopal High School October 2004 - March 2005
JPMorgan Chase August 2003 - October 2004
Skills
Social Media, Teaching, Research, PowerPoint, Wellness, Fundraising, Program Development, Editing, Public Speaking, Nonprofits, Event Planning, Community Outreach, Grant Writing, Data Analysis, Public Health, Management, Leadership, Marketing, Customer Service, Strategic Planning, Healthcare, Program Evaluation, Program Management
Education
University of California, Los Angeles 2013 — 2015
Master of Public Health (MPH), Health Policy and Management
California State University-Long Beach 2008 — 2010
Didactic Program in Dietetics, Nutrition & Dietetics
Columbia University - Fu Foundation School of Engineering and Applied Science 1999 — 2003
Bachelor of Science (BS), Operations Research/Economics
Chadwick School 1995 — 1999
Prudential Capital Group July 2014 - Present
Lone Star Funds / Hudson Advisors June 2013 - July 2013
Wells Fargo Capital Finance April 2011 - May 2012
Wells Fargo Capital Finance October 2009 - April 2011
Wells Fargo Foothill September 2004 - October 2009
Harvey and Company May 2003 - August 2003
Accenture May 2002 - August 2002
First Union Securities June 2001 - August 2001
Education
Columbia Business School 2012 — 2014
MBA
University of California, Los Angeles 2004 — 2006
Continuing Education, Accounting & Finance
University of Southern California 2000 — 2004
B.S., Business
Highland Park High School 1996 — 2000
St. Michael's
Wells Fargo Bank, N.A. July 2014 - Present
Wells Fargo Bank, N.A. August 2012 - July 2014
Wells Fargo Capital Finance February 2010 - August 2012
Wells Fargo Bank, N.A. October 2009 - February 2010
Wells Fargo Foothill October 2006 - October 2009
TD Waterhouse December 2004 - September 2006
Skills
Credit Analysis, Financial Modeling, Portfolio Management, Financial Analysis, Banking, Loans, Credit, Corporate Finance, Due Diligence, Finance, Capital Markets, Private Equity, Financial Structuring, Commercial Lending, Asset Based Lending, Commercial Banking, Valuation, Investments, Treasury Management, Loan Origination, Underwriting, Mergers & Acquisitions, Investment Banking, Cash Management, Hedge Funds, Accounting, Commercial Real Estate, Interest Rate...
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2009
Master of Business Administration (M.B.A.), Finance
Johnson & Wales University 1999 — 2003
Bachelor's Degree, Financial Services Management
Legal Aid Society of Orange County Bar Association, Inc January 2012 - April 2012
Law Firm of Braden, Hinchcliffe & Hawley; June 2011 - August 2011
Torrance Courthouse June 2010 - July 2010
Wells Fargo Foothill July 2007 - August 2009
College Bound - Black Male Academy February 2007 - June 2007
EAOP September 2005 - June 2007
Jackie Robinson Scholarship Recipient January 2003 - January 2007
Liberty Mutual Insurance Co June 2005 - August 2006
Skills
English, Windows, Outlook, Photoshop, Teaching, HTML, Microsoft Office
Education
Florida A&M University 2009 — 2012
Doctor of Law (J.D.), Law
UCLA 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government
PwC May 2014 - Present
PwC September 2008 - May 2014
PwC July 2012 - September 2012
PwC June 2006 - September 2008
Wells Fargo Foothill March 2003 - June 2006
Education
UCLA Extension 2009 — 2014
Certification, Sustainability
Miami University 1996 — 2000
Bachelor of Science, Decision Sciences
Miami University 1996 — 2000
BS, decision sciences
Adobe September 2008 - Present
Development Funding Group June 2006 - July 2008
Wells Fargo Foothill March 2005 - June 2006
First Federal Bank of California September 2002 - March 2005
Umpqua Bank June 2001 - September 2002
Skills
Software Sales, SaaS, Selling, Web Analytics, Online Marketing, Digital Marketing, Conversion Optimization, Salesforce.com, Lead Generation, Enterprise Software, Enterprise Technology..., Enterprise Solution..., Omniture, E-commerce, Social Media, Sales Management, Professional Services, Sales Process, Big Data, Mobile Marketing, Business Intelligence, Digital Strategy, Data Analysis, Business Development, Multi-channel Marketing, A/B testing, Behavioral Targeting, Cold Calling, SEO, Software Industry, Email Marketing, Sales, Strategy, Mobile Devices, Online Advertising, Market Research, Analytics, Strategic Partnerships, New Business Development
Education
Brigham Young University 1996 — 2000
BS
Focus Management Group July 2005 - Present
Wells Fargo Foothill January 2004 - July 2005
Wells Fargo Foothill September 1996 - August 2000
Skills
Banking, Consulting, Loans, Business, Restructuring, Due Diligence, Financial Modeling, Corporate Finance, Mergers, Private Equity, Valuation, Financial Analysis, Management Consulting, Business Strategy, Cash Management, Business Planning, Risk Management, Financial Services, Finance
Education
Emory University - Goizueta Business School 2000 — 2002
MBA, General Management
Boston College 1992 — 1996
BA, Economics
St Joes 1989 — 1992
Huntington National Asset Management, Inc. January 2003 - Present
Wells Fargo Foothill September 1991 - December 2002
Mellon Bank, N.A. May 1989 - September 1991
Education
Duke Fuqua School of Business 1980 — 1982
Master of Business Administration (MBA), Finance, General
Tufts University 1976 — 1980
Bachelor of Arts (B.A.), Economics
Deerfield Academy 1973 — 1976
High School
SunTrust Robinson Humphrey August 2013 - Present
Gordon Brothers Group August 2011 - August 2013
SunTrust Robinson Humphrey March 2005 - August 2011
CIT Business Credit February 2003 - March 2005
Wells Fargo Foothill April 2002 - February 2003
Bank of America Business Capital February 1997 - April 2002
Education
Mercer University 1986 — 1990
MidCap Financial July 2014 - Present
AloStar Bank April 2011 - June 2014
GE Capital 2008 - 2010
Wells Fargo Foothill 1996 - 2005
Fremont Financial 1989 - 1996
Skills
Recapitalizations, LBO, Restructuring, Lines Of Credit, Debt Restructuring, Asset Based Lending, Middle Market
Education
Indiana University - Kelley School of Business
Textron Aviation November 2012 - Present
Cessna Aircraft Company November 2012 - Present
Wells Fargo Capital Finance October 2009 - December 2012
Wells Fargo Foothill May 2007 - October 2009
Chandler Chicco Agency 2005 - 2005
Skills
Media Relations, Corporate Communications, Public Relations, Social Media, Strategic Communications, Crisis Communications, Message Development, Executive Visibility, Financial Communications, Strategic..., Executive..., Corporate Social Media, Media List Building, Press Releases, Social Media Marketing, Marketing Communications, Thought Leadership, Key Message Development, Communications Planning, Newsletters, Internal Communications, Communication Training, Brand Development
Education
Tabor College 2002 — 2005
Bachelor's, Communications
Wells Fargo, Technology & Venture Banking November 2013 - Present
Wells Fargo Bank November 2008 - November 2013
Wells Fargo Foothill August 2006 - November 2008
Protiviti 2004 - 2006
Education
Texas A&M University 2000 — 2003
Square Peg Capital Group August 2013 - Present
FocalPoint Partners, LLC 2004 - Present
Ansley Associates, Inc. 1997 - Present
Signature Group Holdings, Inc. (SGGH.PK) January 2004 - July 2013
Murphy Noell Capital 1999 - 2003
Goldman Sachs Credit Partners, LLC 1996 - 1999
Goldman Sachs & Co 1996 - 1999
Wells Fargo Foothill (formerly Foothill Capital Corp) 1989 - 1996
Wells Fargo Foothill 1989 - 1996
Skills
Restructuring, Mergers, Corporate Finance, Negotiation, Business Strategy, Investment Banking, Team Building, Problem Solving, Hedge Funds, Risk Management, Change Management, New Business Development, Banking, Capital Markets, Asset Management, Private Equity, Business Planning, Strategic Planning, Due Diligence, Debt, Mergers & Acquisitions, Credit, Joint Ventures, Acquisitions, Business Valuation, Portfolio Management, Investments, Equities, Asset Based Lending, Asset Managment, Finance, Financial Modeling, Loans, Growth Capital, Capital
Education
Duke University - The Fuqua School of Business
Global Executive Masters in Business Administration
University of Pennsylvania - The Wharton School 1981 — 1984
BSE
Loyola Law School, Loyola Marymount University
Guthy-Renker March 2012 - Present
The Aerospace Corporation March 2010 - March 2012
NBC Universal January 2006 - March 2010
Wells Fargo Foothill November 2004 - January 2006
DIRECTV June 2001 - July 2004
Sony Pictures Entertainment June 1996 - June 2001
TRW 1991 - 1993
Skills
StrengthsFinder..., DISC, Thomas Kilmann Conflict..., Personalysis, Employee Relations, Compensation, Performance Management, Downsizing, Talent Acquisition, HR Strategy
Education
UCLA Anderson School of Management Executive Education 2013 — 2013
Advanced Program in HR Management, Human Resources Management/Personnel Administration, General
Cornell University 2001 — 2003
HR Management Certificate, Human Resources Management
California State University-Dominguez Hills 1999 — 2003
B.S., Human Resources Management
Self - employed September 1997 - Present
clm93 January 1997 - Present
Wells Fargo Foothill June 2003 - June 2006
Westwood College of Technology August 2002 - December 2002
Printable.com August 2000 - February 2001
Kablink.com January 2000 - August 2000
Pixeled.net June 1999 - January 2000
Skills
Advertising, Brand Development, Branding & Identity, Budgets, Campaigns, Graphic Design, Graphics, HTML, Illustrator, Image Editing, Image Manipulation, Marketing, Multimedia, Packaging, Photography, Photoshop, Project Management, Video, Video Editing, Web Design, Web Development
Education
Bennington College 1995 — 1996
Bennington College
The Law Offices of Hugo Gamez December 2014 - Present
David Yeremian & Associates, Inc. (Formerly Orshansky & Yeremian LLP) October 2012 - December 2014
Hugo Gamez, Attorney at Law July 2012 - October 2012
Shegerian & Associates, Inc. April 2012 - July 2012
Attorney At Law September 2011 - April 2012
McAuliffe, Ltd January 2009 - September 2009
Wells Fargo Foothill October 2005 - July 2007
Bank of America January 2004 - September 2004
Bank of America July 2003 - September 2004
Bank of America January 2004 - March 2004
Skills
Legal Research, Spanish, Microsoft Office, Workers Compensation, Six Sigma, SOX, Process Engineering, Letters Of Credit, Labor Relations, Entrepreneur, Technical Writing, Compliance, Litigation, Mergers, Negotiation, Research, Mediation, Legal Writing, Employment Law, Excel, Word, Strategic Planning, PowerPoint, Risk Management, Policy, Business Strategy, Commercial Litigation, Outlook, Courts, Civil Litigation, Personal Injury, Trials, Hearings, Bankruptcy, Westlaw, Depositions, Legal Issues, Lexis, Appeals, Motions, Document Review, Pleadings, Trial Practice, Document Drafting, Public Policy, Discrimination, Torts, Legal Compliance, Legal Advice, Policy Analysis
Education
Valparaiso University School of Law 2007 — 2010
JD, Law
Universidad Catolica de Argentina 2008 — 2008
Law, International Human Rights and Comparative Family Law
Universidad de Valparaíso 2008 — 2008
Law, International Human Rights and Comparative Family Law
Universidad de los Andes (CL) 2008 — 2008
Law, International Human Rights and Comparative Family Law
Columbia University in the City of New York 2004 — 2005
M.A., Sociology and Education Policy
University of California, Berkeley, Haas School of Business 1999 — 2003
B.S., Business Administration
Venice High School 1995 — 1999
High School
Disney Interactive August 2009 - Present
Wells Fargo Foothill July 2007 - April 2009
Alschuler Grossman Stein & Kahan LLP October 2001 - May 2005
Skills
New Media Lawyer, Internet, E-commerce, Software Licensing, Website Development, Mobile Phone Apps, Security, Privacy Law, Data Privacy, Advertising, Digital Media, Mobile Devices
Education
University of California, Los Angeles - School of Law 1998 — 2001
Juris Doctorate
Idaho State University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Business Management
Beren Capital Management August 2013 - Present
Monarch Square, LLC September 2011 - Present
Amshepar Management LLC April 2011 - Present
Wells Fargo Foothill September 2008 - November 2011
ORIX October 2006 - July 2008
EDS October 2005 - October 2006
Skills
Credit Analysis, Financial Reporting, ABS, Bloomberg, CLO, Debt, Loans, Underwriting, Cash Flow Forecasting, Portfolio Management, Financial Modeling, Asset Management, Financial Analysis, Credit, Capital Markets, Investments, Due Diligence, Risk Management, Equities, Banking, Corporate Finance, Fixed Income, Credit Risk, Cash Flow, Risk, Hedge Funds, Structured Finance, Derivatives, Structuring, Bonds, Securities, Analysis, Business Analysis, Excel, Forecasting, Alternative Investments, Mortgage, CDO, Trading, Asset, Investment Strategies, Capital, Securitization, Valuation, Origination, Financial Markets, Funding, Structured Products, High Yield, Asset Based Lending
Education
Indiana University Bloomington 2000 — 2004
Bachelor of Science, Informatics
Wells Fargo Capital Finance September 2010 - Present
Wells Fargo Bank January 2009 - September 2010
Wells Fargo Foothill November 2006 - December 2008
The Patterson Capital Corp. July 2004 - November 2006
Skills
Commercial Lending, Middle Market, Asset Based Lending, Secured Lending, Cross Selling, Credit Analysis, Underwriting, Project Coordination, C&I Lending, Credit Risk, Banking, Portfolio Management, Loans
Education
University of Pennsylvania - The Wharton School 2000 — 2004
Economics, International Management
Backbone Capital Advisors, LLC April 2011 - Present
The Gores Group May 2002 - March 2011
Wells Fargo Foothill January 2000 - May 2002
Skills
Private Equity, Capital Markets, Due Diligence, Venture Capital, Restructuring, Asset Based Lending, Valuation, Financial Structuring, Financial Modeling
Education
University of California, Santa Barbara 1982 — 1985
BA, Business Economics
Western Alliance Bancorporation 2011 - Present
US Bank 2011 - 2011
Churchill Pacific 2010 - 2011
Wells Fargo Foothill 2005 - 2009
Wells Fargo Foothill 2000 - 2005
Harvey & Company LLC 1999 - 2000
Skills
Financial Modeling, Strategy, Mergers & Acquisitions, Portfolio Management, Due Diligence, Finance, Investments, Capital Markets, Start-ups, Banking, Investment Banking, Credit, CRM, Leadership, Management, Interpersonal..., Credit Analysis, Loans, Loan Origination, New Business Development
Education
UCLA Anderson School of Management
General Management - Executive Program
University of California, Santa Barbara
Bachelor of Arts (B.A.), Double Major, Economics & Religious Studies
Chartered Financial Analyst Institute
Passed level 1 of the CFA exam
Alostar Business Credit September 2011 - Present
First Capital August 2010 - September 2011
CapitalSource / DMD Special Situations September 2006 - February 2010
CapitalSource January 2005 - January 2010
JP Morgan Chase February 2003 - January 2005
Wells Fargo Foothill October 1998 - February 2003
Congress Financial 1995 - 1998
Skills
New Business Development, Structured Finance, Asset Based Lending, Working Capital..., Restructuring, Buyouts, LBO, Debt, Asset Finance, Commercial Finance, Lines Of Credit, Lender, Turnaround Situations, Recapitalizations, Commercial Lending, Secured Financing, Asset Backed Financing, Turn Around Management, Rediscount, Lender Finance, Mergers & Acquisitions, Finance, Banking, Factoring, ABS, Private Equity, Debt Restructuring, Financial Structuring, Leveraged Finance, Loans, Investment Banking, Syndications, Capital, Underwriting, Middle Market, Cash Flow, Acquisitions
Education
Michigan State University 1991 — 1995
Bachelors, Accounting
Detroit Country Day 1990 — 1991
Mirador Capital Partners July 2015 - Present
The Reliant Group 2012 - June 2015
Marin Capital Advisors, LLC July 2011 - July 2012
Velocity Capital Advisors July 2010 - December 2010
Wells Fargo Foothill May 2007 - December 2009
The Reliant Group March 2005 - May 2007
Skills
Portfolio Management, Investments, Valuation, Equity Research, Capital Markets, Asset Management, Credit Analysis, Hedge Funds, Fixed Income, Investment Management, Leveraged Lending, High Yield Bonds, CMBS, Municipal Bonds, Alternative Investments, Interest Rate Risk..., Performance Attribution, Financial Analysis, Real Estate Economics, Private Equity, Financial Modeling
Education
Columbia University - Columbia Business School
MBA, Investments and Securities
University of California, Berkeley
BA, Economics
CSG Investments, Inc. October 2011 - Present
Monarch Square, LLC September 2010 - Present
Lakeview Advisors, LLC September 2010 - October 2011
Credit Risk Management, LLC May 2011 - September 2011
CSG Investments October 2009 - February 2011
Wells Fargo Foothill May 2007 - October 2009
ORIX Finance September 2000 - May 2007
Seaboard & Co. September 1997 - September 2000
Skills
Equity Trading, Equity Research, Life Settlements, Fixed Income Trading, Fixed Income Research, ABS, Structured Products, Structured Finance, Portfolio Management, Quantitative Modeling, Credit Risk, Risk Management, Credit Analysis, Secured Lending, Capital Markets, Investment Banking, Alternative Investments, Asset Management, Asset Based Lending, Hedge Funds, Fixed Income, Derivatives, Financial Modeling, Underwriting, Fixed Income Analysis, Commercial Lending, Equities, Finance, Bonds, Bloomberg, Valuation, Mutual Funds, Investments, Financial Structuring, High Yield, Leveraged Finance, Credit, Trading, Secured Financing, Securitization, Loans, Mergers & Acquisitions, Securities, Credit Derivatives, Private Equity, Funding, Investment Management, Financial Markets, Private Placements, Capital
Education
College of Charleston 1993 — 1997
BA, Business; Concentration in Quantitative Finance and Math
Wells Fargo Capital Finance October 2009 - Present
Wells Fargo Foothill 2006 - October 2009
Wells Fargo Foothill September 2004 - December 2005
Wells Fargo Foothill January 2003 - August 2004
Skills
Banking, Credit, Financial Analysis, Corporate Finance, Loans
Education
California State University-Northridge 2000 — 2002
MBA, Finance
Universidade de São Paulo 1990 — 1994
Bachelor of Science (BS), Civil Engineering
Sony Network Entertainment Int'l (SNEI) March 2014 - Present
The Chernin Group June 2013 - October 2013
DreamHost July 2012 - May 2013
The Boston Consulting Group January 2010 - July 2012
DECA October 2009 - December 2009
Shell August 2008 - September 2008
The Boston Consulting Group June 2008 - August 2008
Wells Fargo Foothill August 2004 - August 2007
KPMG January 2004 - August 2004
Auburn University January 2000 - August 2003
Skills
Mergers, Business Strategy, Valuation, Financial Analysis, Energy, Digital Media, New Business Development, Corporate Strategy, Competitive Analysis, Hospitality, Restaurants, Economics, Management Consulting, Mergers & Acquisitions, Leadership, Business Development, Strategy, Analytics, Social Media
Education
Stanford University Graduate School of Business 2007 — 2009
MBA, Entrepreneurship/Entrepreneurial Studies
Universidad de Alcalá 2003 — 2003
Spanish, International Business
Auburn University 1999 — 2003
B.S. in Bus. Admin., International Business Major – Finance Concentration
Self Employed January 1997 - Present
Wells Fargo Foothill June 2003 - June 2006
Printable.com July 2000 - December 2000
Kablink.com March 2000 - June 2000
Pixeled.net January 2000 - June 2000
Education
Bennington College 1995 — 1996
Wells Fargo Capital Finance January 2009 - Present
Wells Fargo 1998 - April 2010
Wells Fargo Foothill November 1998 - June 2008
Skills
Credit
Education
Providence College 1991 — 1995
Mt. Ararat High School 1988 — 1991
diploma, n/a
Union Bank July 2008 - Present
Citigroup June 2007 - June 2008
Wells Fargo Foothill June 2003 - March 2007
Coast Business Credit December 1996 - June 2003
Union Bank of California May 1995 - September 1996
Education
UCLA Anderson School of Management 1987 — 1989
MBA, Finance/Marketing
Dickinson College 1977 — 1981
BS, Biology/Psychology
Wells Fargo Capital Finance September 2014 - Present
Wells Fargo Capital Finance March 2012 - October 2014
Wells Fargo Capital Finance October 2009 - February 2012
Wells Fargo Foothill August 2007 - September 2009
Wells Fargo Retail Finance April 2006 - July 2007
Wells Fargo Retail Finance October 2005 - April 2006
Wells Fargo Retail Finance November 2004 - October 2005
Education
Boston University 2003 — 2005
Masters, Financial Economics
Boston University Questrom School of Business 1997 — 2001
Bachelor, Business Management
Wells Fargo Capital Finance August 2012 - Present
Wells Fargo Capital Finance October 2011 - August 2012
Wells Fargo Capital Finance April 2010 - October 2011
Wells Fargo Foothill May 2007 - April 2010
Wells Fargo Foothill July 2005 - May 2007
Wells Fargo Foothill June 2004 - July 2005
Wells Fargo Foothill October 2002 - June 2004
Arthur Andersen 2000 - 2001
Education
UCLA Anderson School of Management 2007 — 2010
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 1995 — 2000
BBA, BA, Management Information Sciences, Marketing, Spanish
Wells Fargo June 2014 - Present
Wells Fargo Capital Finance June 2011 - June 2014
NFL Network September 2013 - Present
Wells Fargo Capital Finance October 2009 - June 2011
Wells Fargo Foothill November 2007 - December 2009
Wells Fargo Foothill May 2007 - October 2007
Wells Fargo Foothill August 2005 - May 2007
Yahoo! May 2004 - March 2005
Americans for Tax Reform 2004 - 2004
Merrill Lynch 2003 - 2003
Skills
Financial Modeling, Financial Analysis, Asset Based Lending, Valuation, Investments, Credit, Capital Markets, Underwriting, Asset Managment, Loans, Corporate Finance, Banking, Portfolio Management, Credit Analysis, Mergers, Finance, Treasury Management, Commercial Lending, Investment Banking, Risk Management, Credit Risk, Hedge Funds, Private Equity, Loan Origination, Cash Management, Mergers & Acquisitions, Commercial Banking, Equities, LBO, Mutual Funds, Middle Market, Asset Management, Fixed Income
Education
Occidental College 2001 — 2005
Bachelor of Arts, Economics
American University 2004 — 2004
Flintridge Prep
Citizens Financial Group, Inc. 2014 - Present
Wells Fargo Capital Finance 2007 - June 2014
Wells Fargo Foothill 2001 - 2007
RBS Citizens 1999 - 2001
U.S. Trust 1992 - 1999
Recoll Management Corporation 1991 - 1992
First City Texas N.A. 1989 - 1991
MCorp N.A. 1984 - 1989
Education
Texas Tech University 1976 — 1980
Bachelor's Degree, B.S. - Finance and Economics
Vista Consulting Group August 2015 - Present
McCloskey Consulting, LLC 2005 - 2011
The Walt Disney Company 2006 - 2010
Wells Fargo Bank 2003 - 2005
Wells Fargo Foothill February 1999 - February 2003
Wells Fargo Foothill (fka Foothill Capital Corp) 1994 - 1999
Dean Witter Financial Services 1987 - 1988
Skills
Change Management, Strategic Planning, Organizational..., Organizational Design, Mergers, Organizational..., Talent Management, Business Process..., Mergers & Acquisitions, Team Building, Commercial Banking, Management Consulting, Strategy, Leadership, Finance, Executive Coaching, Internal Audit, Executive Management, Start-ups, Acquisition Integration, Entrepreneurship, Business Development, Cross-functional Team..., Program Management, Business Strategy, SaaS, Process Improvement, Strategic Partnerships, Business Analysis, Consulting, Executive Development, Performance Improvement, CRM, Leadership Development, Business Transformation, Culture Change, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2001 — 2003
Master of Science (MS), Organizational Development
Northern Illinois University 1983 — 1987
BS, Finance
John Hersey High School 1979 — 1983
Wells Fargo Capital Finance April 2007 - Present
Wells Fargo Foothill 2007 - Present
Education
California State University-Northridge 1989 — 1990
Accounting, Accounting
Wells Fargo Capital Finance August 2012 - Present
Wells Fargo Capital Finance March 2010 - August 2012
Wells Fargo Foothill September 2006 - April 2010
MFS Investment Management February 2005 - September 2006
State Street Bank 2001 - 2005
Education
University of Massachusetts, Amherst 1997 — 2001
Countrywide Home Loans October 2006 - Present
Wells Fargo Foothill June 2006 - October 2006
Countrywide Home Loans October 2000 - June 2006
Countrywide Home Loans April 2000 - May 2003
Countrywide Home Loans April 2000 - May 2003
Skills
Corporate Finance, Accounting
Education
California State University-Los Angeles 1994 — 1999
B.S, Accounting
Wells Fargo Foothill Collateral Analyst ManagerWells Fargo2007 - Present
Textron Financial Corporation 2004 - 2005
Education
University of Central Florida 1996 — 1999
Sun Products Corporation February 2013 - Present
CB Richard Ellis 2008 - 2009
Komyo America 2007 - 2008
Wells Fargo - Foothill 1995 - 2006
Education
California State University-Long Beach - College of Business Administration 1988 — 2001
Citizens Financial Group September 2013 - Present
RBS Citizens, N.A. January 2011 - August 2013
RBS Citizens N.A. September 2009 - December 2010
Wells Fargo Foothill August 2006 - April 2009
Banc of America Securities LLC March 2004 - August 2006
FleetBoston Financial September 1999 - March 2004
Fleet Bank March 1996 - September 1999
Bank of Boston March 1993 - March 1996
US Army November 1975 - August 1979
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1980 — 1982
MBA, Accounting/Finance
University of New Hampshire 1979 — 1980
MPA, City Administration
Randolph-Macon College 1971 — 1975
BA, Fun
Moses Brown School 1963 — 1970
Wells Fargo September 2011 - Present
Wells Fargo Capital Finance May 2009 - September 2011
Wells Fargo Foothill March 2008 - May 2009
Skills
Portfolio Management, Credit Analysis, Loans, Credit, Financial Modeling, Valuation, Banking, Capital Markets, Financial Analysis, Investments, Underwriting, Commercial Lending
Education
The University of Kansas 1994 — 2000
Strategic Capital Consultants 2011 - Present
Cordon Bleu-Tomasso 2007 - 2010
Merrill Lynch 2005 - 2007
Fleet Securities, Inc. / Bank of America 1999 - 2004
Wells Fargo Foothill 1995 - 1997
Essex Investment Management 1993 - 1994
Essex Investment Management 1993 - 1994
Skills
Valuation, Corporate Finance, Capital Markets, Structured Finance, Leveraged Finance, Investment Banking, Corporate Development, Financial Modeling, Mergers & Acquisitions, Private Equity, Securitization, Portfolio Management, Due Diligence, Business Strategy, Financial Structuring, Financial Analysis, Venture Capital, Fixed Income, Finance, Hedge Funds, Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 1999
MBA, Finance, General
Northeastern University 1990 — 1995
Bachelor of Science (BS), Accounting
Newton South High School
Wells Fargo Capital Finance October 2007 - Present
Wells Fargo Foothill August 2004 - October 2007
Wells Fargo Foothill November 2001 - August 2004
Guarantee Fund Management Services October 2000 - November 2001
Vedior North America dba AccountPros 1993 - 2000
Skills
SDLC, SharePoint, Visio, Software Documentation, Requirements Gathering, Business Analysis, Disaster Recovery, Project Management, Risk Management, MS Project, Agile Methodologies, Technical Writing, Financial Services
Education
Newbury College
Associates, Paralegal Studies
Northeastern University
BS, Technical Communications
Medley Capital June 2014 - Present
Longroad Asset Management January 2010 - February 2014
Gottex Middle Market Debt Fund September 2008 - December 2009
Contrarian Capital Management 2007 - 2008
GoldenTree Asset Management 2005 - 2007
Wells Fargo Foothill 2003 - 2005
JP Morgan 1999 - 2002
Skills
Hedge Funds, Relationship Management, Business Acquisition, ETFs, Private Equity, New Business Development, Equity Valuation
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance and Accounting
Colorado College 1985 — 1989
BA, History and Political Science
Brooks School 1982 — 1985
Prep School
LFCDS
Union Bank April 2010 - Present
Wells Fargo Foothill January 2007 - August 2009
RBC Capital Markets March 2006 - December 2006
Fremont Investments & Loans November 2004 - March 2006
State Street IMS 2003 - 2004
Education
UCLA Anderson School of Management
Directed Capital June 2014 - Present
High Ridge Partners May 2008 - June 2014
Wells Fargo Foothill July 2006 - April 2008
ORIX Leveraged Finance September 2004 - July 2006
GE Capital April 1997 - September 2004
Skills
Loans, Sales, Financial Modeling, Portfolio Management, Underwriting
Education
Tulane University - A.B. Freeman School of Business 1993 — 1995
MBA, Accounting
Millsaps College 1988 — 1991
BA, Economics
Attic Light Films March 2013 - Present
Indoor Soccer Shoes September 2013 - Present
Britmo Staffing July 2013 - Present
Wrecking Crew Comedy Tour April 2012 - August 2012
The Picture People, Inc. July 2010 - February 2011
Wells Fargo Foothill December 2005 - March 2010
Skills
Writing, Creative Writing, Screenwriting, Acting, Film, Web Series, Theatre, Comedy, Stand-up Comedy, Improvisational Comedy, Sketch Comedy, Hospitality, Bartending, Food Service, Customer Service, Office Management, Office Equipment, Mail Sorting
Education
University of Southern California
Bachelor of Fine Arts (BFA), Theatre
California Bank & Trust August 2012 - Present
California Bank & Trust February 2009 - August 2012
Alliance Bank 2003 - 2009
Wells Fargo Foothill 1993 - 2002
Skills
Commercial Lending, Asset Based Lending, Portfolio Management, Credit Analysis, Credit Risk, Credit, Loans, Banking, Lines Of Credit, Commercial Banking, Commercial Mortgages, Loan Origination
Education
California State University-Long Beach - College of Business Administration
BA, Accounting & Finance
Kiemle & Hagood Company April 2007 - Present
Wayne E Vinson CPA, PS 2008 - Present
Moland & Associates 2007 - 2007
Wells Fargo Foothill 2005 - 2007
McDirmid, Mikkelsen & Secrest, P.S. 1999 - 2004
Skills
Accounting, Budgets, Strategic Planning, Customer Service, Leadership, Financial Analysis, QuickBooks, Lease Negotiations, Corporate Real Estate, Real Estate Transactions
Education
Eastern Washington University 1996 — 1999
Bachelor of Business Administration (B.B.A.), Accounting
Wells Fargo Foothill Portfolio ManagerTransamerica Technology Finance1999 - 2000
Education
The University of Chicago 1986 — 1987
MBA, Finance, Marketing
Claremont McKenna College 1978 — 1982
BA, International Relations, Literature
TPG Specialty Lending April 2011 - Present
Wells Fargo October 1999 - March 2011
Wells Fargo Foothill 2000 - 2009
Skills
Capital Markets, Private Equity, Asset Based Lending
Education
University of Maine 1994 — 1998
Finance
SMHS
CIT May 2013 - Present
SunTrust Bank June 2006 - May 2013
PNC Business Credit January 2004 - June 2006
Guaranty Business Credit March 2001 - December 2003
Wells Fargo Foothill August 2000 - March 2001
Capital Business Credit August 1998 - August 2000
SunTrust Bank July 1994 - August 1998
Skills
Asset Based Lending, Financial Analysis, Originations, Portfolio Management, Underwriting, Financial Modeling, Commercial Banking, Commercial Lending, Credit, Loans, Factoring, Credit Analysis, Loan Origination, Trade Finance, Banking, Credit Risk, Lines Of Credit, Small Business Lending, SBA, Structured Finance
Education
University of Mississippi 1993 — 1994
MBA, General
University of Mississippi 1989 — 1993
BS, Banking and Finance
Capital One Leverage Finance Corp. October 2011 - Present
Farm Credit Administration May 2010 - October 2011
Wells Fargo Foothill October 2007 - August 2009
JPMorgan Chase September 2002 - September 2007
Guaranty Bank FSB February 2002 - September 2002
Bank of America February 1998 - February 2002
GE Capital November 1982 - February 1998
Education
University of Central Florida 1978 — 1982
BSBA, Accounting
ORIX USA Corporation August 2011 - Present
Wells Fargo January 2009 - August 2011
Wells Fargo September 2008 - January 2009
Wells Fargo Foothill April 2006 - September 2008
Education
University of California, Los Angeles 2002 — 2005
BA, Psychology
Silicon Valley Bank 2006 - Present
Wells Fargo Foothill 2002 - 2006
Skills
Private Equity, Corporate Finance, Financial Modeling, Finance, Loans, Management, SaaS, Acquisitions, Venture Capital, Investment Banking, Valuation, Capital Markets, Due Diligence
Education
University of Michigan
BBA
Bank of America May 2014 - Present
Wells Fargo Capital Finance July 2012 - May 2014
Wells Fargo Foothill 2009 - 2012
Wells Fargo Capital Finance 2005 - 2009
Skills
Series 63, Financial Analysis, Strategic Planning, Credit Analysis, Credit, Banking, Portfolio Management, Finance, Financial Modeling, Loans, Asset Management, Commercial Lending, Corporate Finance, Financial Risk, Commercial Banking, Credit Risk
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2007
Bachelor of Science (BSM), Business, Management, Marketing, and Related Support Services, 3.6 GPA
The Gladstone Companies August 2005 - Present
Wells Fargo Foothill August 2003 - August 2005
A.G. Edwards June 2001 - July 2003
Skills
Private Equity, Due Diligence, Portfolio Management, Principal Investments, Investment Banking, Finance, Investments, Acquisitions, Mezzanine, Equities, Real Estate, Financial Structuring, Valuation, Mergers & Acquisitions
Education
Boston College 1997 — 2001
B.S., Finance
Wells Fargo Capital Finance 2009 - Present
Wells Fargo Foothill 2005 - 2009
Foothill Capital Corporation 1996 - 2005
Skills
Portfolio Management, Banking, Credit, Loans, Financial Analysis, Underwriting, Underwriting Manager
Education
Babson College 1987 — 1991
Bachelor of Science (B.S.), Finance
Bentley College 1994 — 1996
Master of Business Administration (MBA), Accounting
Cathay Bank November 2010 - Present
ABL International Services June 2008 - November 2010
Wells Fargo Foothill October 1989 - May 2008
First Interstate Bankk 1979 - 1997
Skills
Financial Analysis, Asset Based Lending, Credit Analysis, Financial Modeling, Commercial Lending, Banking, Loans, Corporate Finance, Credit, Commercial Banking, Due Diligence, Credit Risk, Portfolio Management, Commercial Finance, Accounting, Mergers, Structured Finance, Financial Structuring, Small Business Lending
Education
Pacific States University 1976 — 1980
Bachelor of Business Administration (B.B.A.), Accounting and Finance
PNC Business Credit March 2012 - Present
Union Bank March 2009 - March 2012
J.P. Morgan February 2002 - March 2009
Deutsche Bank 2000 - 2002
Congress Financial 1998 - 2000
Union Bank 1996 - 1998
Wells Fargo Foothill 1992 - 1996
Education
Loyola Marymount University 1987 — 1991
Bachelor of Science (BS), Accounting