Wells Fargo Funds Management
Industry: Company
DescriptionHeadquarters: San Francisco, CA Parent organizations: Wells Fargo, Wells Capital Management Incorporated Subsidiaries: Wells Fargo Asset Management Luxembourg S.A.,
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Wells Fargo Funds Management Employees
RhythmOne June 2014 - Present
Burst Media June 2014 - May 2015
Digilant October 2012 - June 2014
Digilant September 2011 - October 2012
Catalyst Online June 2010 - June 2011
Wells Fargo Funds Management April 2010 - June 2010
Wells Fargo Funds Management December 2008 - April 2010
Reebok Ltd August 2008 - December 2008
Thomson Reuters June 2006 - August 2008
Skills
Customer Relations, Account Management, Client Service, Competitive Analysis, Time Management, New Business Development, Online Marketing, SEO, Customer Service, Advertising, Google Analytics, Digital Marketing, Marketing Strategy, Market Research, Online Advertising, Recruiting, Management, Digital Strategy, Integrated Marketing, SEM, Strategy, Analytics, Marketing, Salesforce.com, Business Development, Mobile Marketing, Social Media
Education
University of Kentucky 2005 — 2008
Bachelor of Science, Marketing & Communications
Wells Fargo Funds Management December 2014 - Present
Russell Investments June 2011 - December 2014
Russell Investments April 2006 - June 2011
WaMu 2005 - 2006
Middleton Company 1990 - 2005
Skills
Mutual Funds, Equities, Valuation, Corporate Actions, Securities, Asset Management, Equity Trading, Operations Management, Asset Allocation, Financial Analysis, High Net Worth..., Bloomberg, Model Portfolios, Vendor Management, Fair Value, Alternative Investments, Portfolio Management, Investments, Risk Management, Financial Services
Education
Pierce College
Charles Schwab & Co., Inc. February 2015 - Present
Russell Investments November 2012 - February 2015
Russell Investments August 2010 - November 2012
Wells Fargo Funds Management 2006 - August 2010
Franklin Templeton Investments 2006 - 2006
San Diego Union-Tribune 1997 - 2005
San Francisco Chronicle 1991 - 1996
Skills
ETFs, Mutual Funds, Alternative Investments, Series 7, Equities, Investment Strategies, Asset Managment, Asset Allocation, Hedge Funds, Investments, Portfolio Management, Fixed Income, Investment Management, Bloomberg, Series 63, Wealth Management, Uniform Combined State..., Capital Markets, Financial Modeling, Equity Research, Institutional, Institutional..., Investment Advisory, Asset Management
Education
Global Association of Risk Professionals 2009 — 2010
FRM
CFA Institute 2004 — 2006
CFA
University of California, San Diego
BA, English Literature; Minors - Economics, Philosophy
Wells Fargo Global Alternative Investments March 2015 - Present
Wells Fargo Funds Management November 2013 - March 2015
Wells Fargo Funds Management August 2012 - November 2013
Reiman Student Managed Fund September 2011 - March 2012
State of Colorado January 2010 - May 2010
Skills
Series 7, Series 63, Capital IQ, Microsoft Office, Trading Platforms, Financial Statement..., Equity Valuation, Equity Research, Financial Analysis, Financial Modeling, Strategic Financial..., Microsoft Excel, Equity Trading, Equity Derivatives, Derivatives, Financial Regulation, Securities Regulation, Economic Regulation, Political Campaigns, Political Communication, State Politics, State Government, Analyst Briefings, Qualitative Research, Independent Thinking, Leadership, Public Speaking, Public Policy, Policy Analysis, Fiscal Policy
Education
University of Denver - Daniels College of Business 2008 — 2012
Bachelor of Science in Business Administration, Finance; Economics
Wells Fargo January 2015 - Present
Wells Fargo Advisors 2011 - 2015
Wells Fargo Funds Management 2009 - 2011
Wachovia Securities 2005 - 2008
Banc of America Investments 2003 - 2005
BB&T Investment Services, Inc 2000 - 2003
Vanguard Group 1997 - 2000
Skills
Banking, Portfolio Management, Management, Mutual Funds, Fixed Income, Project Management, Risk Management, Leadership, Equities, Financial Risk, FINRA, Asset Management, Management Consulting, Capital Markets, Strategy, Customer Service, Financial Services
Education
Queens University of Charlotte 2008 — 2011
MS, Organization Development
Queens University of Charlotte 2004 — 2008
MBA, Finance
Brookville High School
Virginia Polytechnic Institute and State University
BA, International Studies, (Business and Asian Studies)
Virginia Polytechnic Institute and State University
BA, Communication Studies, (Public Relations)
CFO Executive Services February 2012 - Present
Marquis Advisory Group LLC February 2013 - March 2014
Prosper Marketplace May 2013 - August 2013
Solano Napa Habitat for Humanity June 2010 - October 2012
Tatum June 2007 - February 2012
Financial Executives International August 2009 - November 2011
Protiviti June 2006 - July 2006
Wells Fargo Funds Management June 2001 - February 2006
RHI 2000 - 2001
Bank of America February 1979 - February 1999
Skills
Strategic Planning, Financial Analysis, Budgeting, Forecasting, Risk Management, Business Planning, Mergers, Due Diligence, Financial Reporting, Internal Controls, Business Strategy, Compliance, Financial Management, Change Management, SOX, Process Improvement, Managerial Finance, Sarbanes-Oxley Act, Non-profits, Board Development, Non-profit Fund..., Board Governance, Start-ups, Mergers & Acquisitions, Strategic Financial..., Budgets, Management, Banking, Management Consulting, Finance, Financial Services, Leadership, Nonprofits, Business Development, Business Process..., Analysis, Investments, Portfolio Management, Executive Management, Auditing, Corporate Finance, Financial Planning
Education
National University 1986 — 1988
MBA
University of Redlands 1984 — 1986
BS
Wells Fargo Wholesale Meeting and Event Management July 2009 - Present
Wells Fargo Funds Management January 2005 - July 2009
Washington University in St. Louis July 2001 - May 2004
New York Cares June 1999 - February 2001
Hampshire College July 1998 - June 1999
Skills
Corporate Events, Weddings, Higher Education, Event Planning, Volunteer Management, Fundraising, Event Management, Non-profits, Public Speaking, Budget, Creative Direction, Budgets
Education
Teachers College of Columbia University 1997 — 1998
MA, Student Personnel Administration
Occidental College 1993 — 1997
BA, Psychology & Sociology
Wells Fargo Funds Management May 2015 - Present
Citizens Bank June 2013 - March 2015
Citizens Bank May 2008 - June 2013
Evergreen Investments October 2005 - May 2008
Investors Bank and Trust March 2005 - October 2005
Investors Bank and Trust October 2004 - March 2005
Putnam Investments June 2003 - October 2004
Putnam Investments January 2002 - June 2003
Putnam Investments April 2000 - January 2002
Putnam Investments May 1998 - April 2000
Skills
AML, Banking, Financial Risk, Finance, Portfolio Management, Due Diligence, Investments, Auditing, Internal Audit, Mutual Funds, Vendor Management, Corporate Finance, Risk Assessment, Operational Risk
Education
College of the Holy Cross 1991 — 1996
B.A., History
Medway High School 1987 — 1991
MissionStaff June 2015 - Present
CE Solutions January 2015 - June 2015
MissionStaff April 2012 - October 2014
RR Donnelley June 2006 - April 2012
RR Donnelley November 2005 - December 2008
RR Donnelley December 2003 - November 2005
J.P. Morgan Worldwide Securities Services May 1999 - December 2003
Wells Fargo Funds Management January 1997 - April 1999
CITI Fund Services January 1995 - December 1996
Wells Fargo Funds Management January 1994 - January 1995
Skills
Agile Methodologies, Agile Project Management, Business Analysis, Business Requirements, Change Management, Customer Service, Data Analysis, Expense Management, Financial Analysis, Financial Reporting, Mutual Funds, Problem Solving, Process Improvement, Product Development, Product Management, Project Management, Regulatory Requirements, Requirements Analysis, Requirements Gathering, Requirements Management, Requirement..., SDLC, Software Project..., Software Quality..., Software Requirements, Technical Documentation, Use Case Analysis, User Acceptance Testing, Vendor Management, Vendor Relationships, Visio, Microsoft SQL Server, Business Process, Software Development, Software Documentation, Business Alliances, SQL, Quality Assurance, Data Warehousing, SharePoint, Business Process..., Business Intelligence, Systems Analysis
Education
State University of New York College at Oswego 1987 — 1991
Bachelor of Science, Accounting
Carter BloodCare July 2013 - Present
Alcon Laboratories, Inc. (contracted through Experis) May 2012 - June 2013
Cultural Care Au Pair January 2012 - September 2012
Wells Fargo Funds Management October 2005 - December 2007
Strong Investments April 2000 - October 2005
Aid Association for Lutherans June 1995 - April 2000
Skills
Product Management, Marketing Strategy, Marketing Communications, Marketing, Digital Marketing, Marketing Management, Advertising, Brand Management, Leadership, Direct Marketing, Management, E-commerce, Sales, Budgets, Strategic Planning, Strategy, Process Improvement
Education
Keller Graduate School of Management of DeVry University 2003 — 2006
Masters, Marketing
Marian College of Fond du Lac 1999 — 2002
Bachelors, Marketing
Fox Valley Technical College 1994 — 1998
Associates, Marketing
NLSH 1990 — 1994
Underwood Events November 2009 - Present
Wells Fargo Funds Management September 2003 - October 2009
Muscular Dystrophy Association 1997 - 2003
Skills
Event Planning, Public Speaking, Marketing, Marketing Communications, Event Management, Strategic Planning, Meeting Planning, Sales, Customer Service, Marketing Strategy, Social Media, Trade Shows, Social Media Marketing, Management, Integrated Marketing
Education
University of Nebraska-Lincoln 1990 — 1996
Bachelor of Arts, Communications
Wells Fargo Funds Management June 2012 - Present
Wisconsin Lutheran College May 2010 - June 2014
Wells Capital Management January 2011 - June 2012
Wells Capital Management March 2010 - January 2011
Capital Market Consultants 2005 - 2010
Skills
Chartered Financial..., Investments, Asset Allocation, Portfolio Management, Mutual Funds, Financial Modeling, Fixed Income, Asset Management, Equities, Capital Markets, Economics, Due Diligence, Financial Analysis, Valuation, Econometrics, Risk Management, Investment Strategies, VBA
Education
Marquette University
MS, Applied Economics, Financial Markets
Wisconsin Lutheran College
BS, Economics/Finance
Microsoft May 2015 - August 2015
Microsoft May 2014 - August 2014
Wells Fargo Funds Management August 2007 - July 2013
Wells Fargo Asset Management May 2006 - July 2007
Skills
Public Relations, Relationship Management, Communication Skills, Media Relations, Publicist, Strategic Planning, Event Planning, Strategic Communications, Social Media, Public Speaking, Market Research, Series 7, Investments
Education
Cornell University 2013 — 2015
Master of Business Administration (M.B.A.), Focus in Human Resources
Cornell University 2013 — 2015
Master of Arts (M.A.), Industrial and Labor Relations
University of California, Berkeley 2002 — 2006
Bachelor of Arts (B.A.), Mass Communications
Mt. Eden
Wells Fargo Funds Management February 2014 - Present
State Street Bank February 2013 - January 2014
Merrill Lynch October 2012 - December 2012
Skills
Leadership, Finance, Investments, Financial Analysis, Public Speaking, Investment Management, Business Strategy, Financial Reporting, Valuation, Asset Management, Bloomberg, Mutual Funds, Financial Accounting, Wealth Management
Education
University of California, Riverside 2009 — 2012
Bachelor of Science, Business Administration: Finance, Graduate
Wells Fargo Funds Management March 2011 - Present
Wells Fargo Funds Management March 2008 - March 2011
Wells Fargo Funds Management August 2006 - February 2008
Wells Fargo Funds Management July 2005 - July 2006
Wells Fargo Funds Management September 2003 - June 2006
Wells Capital Management February 2001 - August 2003
Education
University of California, Berkeley 1999 — 2003
B.A., Political Science
Wells Fargo Funds Management December 2007 - Present
Parnassus Investments 2004 - 2007
Coopers and Lybrand 1992 - 2004
PricewaterhouseCoopers 1992 - 2004
pricewaterhouseCoopers 1992 - 2004
PricewaterhouseCoopers 1992 - 2004
PricewaterhouseCoopers 1992 - 2004
Coopers & Lybrand 1992 - 2004
Skills
Compliance, Asset Management, Mutual Funds, Auditing, Internal Controls, SEC reporting, Financial Reporting, Accounting, Audit
Education
Florida Atlantic University 1988 — 1992
Master of Business Administration (M.B.A.)
Colorado State University 1982 — 1985
BA, Art
Wells Fargo Funds Management July 2011 - Present
Two Equity Market Neutral Quantitative Hedge Funds 2006 - 2011
Global Distressed Debt Hedge Fund 2005 - 2006
Traditional Asset Management Firms 2000 - 2005
Fund Service Providers 1989 - 2000
Skills
Customer Service, Hedge Funds, Financial Advisory, Fund Accounting, Microsoft Office, Portfolio Management, Mutual Funds, PowerPoint, Equities, Microsoft Excel, Microsoft Word, Financial Services, Fund Administration, Asset Management, Investments, Alternative Investments, Management, Fixed Income, Risk Management
Education
Providence College 1985 — 1989
Bachelor of Science (B.S.), Business Administration and Management, General
Robert W. Baird & Co. September 2014 - Present
Wells Fargo Funds Management January 2014 - September 2014
JPMorgan Chase May 2013 - January 2014
Marquette University September 2011 - May 2013
Institute for Entrepreneurship September 2012 - October 2012
Marquette University March 2012 - March 2012
Skills
Microsoft Office, Series 63, Research, Customer Service, Hold Series 7, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Word, English, Social Media, Market Research, Financial Analysis, Photoshop, Public Speaking
Education
Marquette University 2011 — 2013
Bachelor of Arts, Economics, Magna cum Laude
University of the Philippines 2008 — 2010
Economics
Ateneo de Manila University 1996 — 2008
Parnassus Investments May 2015 - Present
Wells Fargo Funds Management, LLC February 2012 - May 2015
Wells Fargo Advantage Funds April 2009 - February 2012
Wells Fargo Funds Management 2007 - 2009
Wells Fargo Advantage Funds April 2000 - March 2007
Transamerica 1999 - 2000
Morningstar December 1992 - June 1997
Skills
Asset Allocation, Mutual Funds, Leadership, Mergers & Acquisitions, Investments, Product Development, Marketing, Investment Management, Game Shows, Financial Services, Chickens, Hedge Funds, Alternative Investments, Chilled Water, Relationship Management, Asset Management, Wealth Management
Education
University of Southern California - Marshall School of Business 1997 — 1999
MBA, Product Marketing & Investment Finance
University of Michigan 1988 — 1992
Bachelor’s Degree, English, Economics
Charles Schwab August 2007 - Present
Wells Fargo Funds Management September 2004 - July 2007
Fidelity Investments June 2002 - August 2004
Skills
Asset Allocation, Financial Services, Investments, Mutual Funds, Securities, Asset Management, Financial Planning, Retirement, Wealth Management, Life Insurance, Annuities
Education
University of Delaware
Bachelor of Science (BS), Business/Consumer Economics
Wells Fargo Funds Management December 2006 - October 2010
Evergreen Investments 2006 - 2009
Veritude, a Fidelity Investments company January 2006 - November 2006
Columbia Management November 2000 - September 2004
WGBH January 2000 - May 2000
Harvard University October 1999 - December 1999
Harvard Business School September 1998 - June 1999
Skills
Content Strategy, Editing, Content Management, Marketing, Web Content, Strategy, Web Content Creation, RFP Content and Analysis, Social Media, Content Marketing, Proofreading, Web Content Management, Competitive Analysis, Writing, Vendor Management, Online Marketing, Content Auditing
Education
Vassar College
B.A., English
Emerson College
Certificate, Marketing and Branding
Winsor School
Wells Fargo - Community Banking 2011 - Present
Wells Fargo Funds Management 2007 - 2010
newsPRos and Reed Smith LLP 2004 - 2007
AXA Financial 2002 - 2004
Kalt, Rosen & Co. 2001 - 2002
Montgomery Asset Management 1998 - 2000
The Lindner Funds 1995 - 1998
Pet Incorporated 1994 - 1995
Skills
Media Relations, Corporate Communications, Internal Communications, Marketing Communications, Strategic Communications, Public Relations, Financial Services, Social Media, Press Releases, Marketing, Strategic Planning, Series 7, Crisis Communications, Investments, Speech Writing, Social Media Marketing, Mutual Funds, Integrated Marketing, Event Planning, Thought Leadership, Banking, Executive-level..., Product Marketing, Communication Training, Publications
Education
Purdue University
BA, Communications
Bank of the West February 2010 - June 2010
Bank of the West April 2009 - March 2010
Wells Fargo Funds Management October 2008 - April 2009
Barclays Capital September 2004 - December 2007
Morgan Stanley & Co. July 2003 - May 2004
Merrill Lynch March 2002 - July 2003
Merrill Lyncn & Co. February 2001 - March 2002
Merrill Lynch & Co. August 1997 - February 2001
Coopers & Lybrand, LLP September 1992 - August 1995
Skills
Financial Modeling, Financial Analysis, Derivatives, Portfolio Management, Risk Management, Banking, Bloomberg, Capital Markets, Investments, Financial Services
Education
University of Rochester - Simon Business School 1995 — 1997
MBA
Union College 1988 — 1992
BS
Wells Fargo Funds Management June 2011 - Present
Fidelity Investments / Pyramis Global Advisors November 2009 - June 2011
State Street Global Advisors January 2008 - June 2009
State Street Corp, InterSec Research February 2004 - December 2007
Skills
Equities, Portfolio Management, Asset Management, Investments, Product Development, Emerging Markets, Investment Analysis, Risk Management, Mutual Funds, Securities, Financial Services, Product Management
Education
Suffolk University - Sawyer School of Management
MBA
Shanghai Normal University
BA/BS
Wells Fargo Funds Management October 2007 - Present
McGahan Greene McHugh Capital Management April 2005 - December 2006
Fan Asset Management, LLC 2000 - 2005
Franklin Templeton September 1989 - July 2000
Skills
Investments, Portfolio Management, Mutual Funds, Equities, Investment Management, Asset Management, Financial Modeling
Education
University of San Francisco 1986 — 1989
BS, Finance, Philosophy (double major)
CFA Institute
CFA, Financial Analysis
Wells Fargo Contract AnalystWells Fargo / Strong1996 - Present
Wells Fargo Investments 1996 - Present
Wells Fargo - Funds Management Group 1996 - Present
Wells Fargo Funds Management 1996 - Present
Strong Financial Corporation 1996 - 2005
Skills
Vendor Management, Mutual Funds, Portfolio Management, Asset Management, Financial Services, SDLC, Business Analysis, Securities, Investments, Process Improvement, Banking
Education
Cardinal Stritch University 1999 — 2007
American Funds from Capital Group November 2013 - Present
Wells Fargo Advantage Funds August 2008 - October 2013
Wells Fargo Funds Management January 2007 - August 2008
Education
University of California, Davis 1994 — 1998
Wells Fargo Funds Management October 2010 - Present
Wells Fargo Funds Management February 2008 - October 2010
Wells Fargo June 2005 - June 2007
Charles Schwab Corp December 2001 - June 2005
Skills
Product Marketing, Marketing Communications, Financial Services, Series 7, Marketing, Mutual Funds, Investments, Wealth Management
Education
Miami University 1992 — 1996
Sautter Savala Investments Inc. July 2011 - Present
Communication Works February 2008 - Present
Wells Fargo Funds Management 1999 - 2007
Skills
Investments, Business Development, Marketing, New Business Development, Strategy, Microsoft Excel, Management, Strategic Planning, Customer Service, Sales, Asset Management
Education
University of Arizona 1991 — 1995
Wells Fargo 2007 - Present
Wells Fargo Funds Management April 2006 - May 2007
Piper Jaffray October 2005 - February 2006
Skills
project management, financial products..., financial modeling, performance attribution, discount cash flow (DCF), internal rate of return..., financial statement..., fixed income analysis, Business Requirements, Project Management, Finance, Negotiation, Asset Managment, Financial Services, Investments, Microsoft Excel, Social Media, Asset Management, Quality Assurance, Customer Service, Strategic Financial..., Change Management, Program Management, Cross-functional Team..., Vendor Management, Equities, Business Analysis, Mutual Funds, Financial Modeling, Budgets, Strategic Planning, Business Strategy, Microsoft Office, Business Development
Education
University of California, Berkeley 1992 — 1997
Bachelor of Science (BS), Environmental Economic Policy
Wells Fargo Funds Management November 2007 - Present
Education
San Francisco State University 2007 — 2008
MBA
Northeastern University 1996 — 2000
BSBA, Finance and Accounting
Wells Fargo Funds Management February 2012 - Present
Wells Fargo Funds Mgmt. September 2005 - February 2012
Wells Fargo Funds Management, LLC November 2006 - February 2008
Berkeley Capital Management January 1999 - November 2007
Citi Smith Barney June 1997 - December 1999
Skills
Product Development, Asset Allocation, Alternative Investments, Wealth Management, ETFs, Series 24, Investments, Asset Managment, Portfolio Management, Financial Services, Financial Advisory, Securities, Uniform Combined State..., Asset Management, Strategy
Education
Sonoma State University 1993 — 1997
BA, with honors, Psychology
Wells Fargo & Co July 2011 - Present
Wells Fargo Funds Management August 2004 - July 2011
Wells Fargo Funds Management June 1999 - July 2004
Textainer August 1992 - June 1998
Skills
Investments, Public Speaking, Relationship Management, Strategic Planning, Organizational Design, Change Management, Leadership Development, Series 7 & 24, Marketing Strategy, Compliance, Management, Marketing, Marketing Communications, Strategy, Financial Services, Business Development, Mergers & Acquisitions, Sales
Education
Saint Mary's College of California
B.A., Business Management
Wells Fargo Funds Distributor, LLC August 2010 - Present
Wells Fargo Funds Management June 2005 - July 2010
Wells Fargo Funds Management January 2004 - June 2005
Wells Capital Management 2001 - 2004
Skills
Series 7, Series 66, Investments, CRM, Marketing, Series 63, Mutual Funds, Asset Allocation, Alternative Investments, Wealth Management, Financial Analysis, Financial Services, Investment Strategies, Securities
Education
St. Mary's College of California 2008 — 2009
M.S., Financial Analysis
University of California, Santa Barbara 1995 — 1999
BS, Political Science & History
Wells Fargo & Company March 2010 - Present
Wells Fargo - Wealth, Brokerage & Retirement June 2009 - March 2010
Wells Fargo Funds Management October 2005 - May 2009
Wells Fargo Funds Management May 2002 - January 2005
Wells Fargo Private Client Services July 1999 - May 2002
Textainer 1992 - 1997
Education
University of California, Santa Barbara 1972 — 1976
B.A., English Literature
San Francisco State University
M.A., English Literature
Wells Fargo Funds Management February 2015 - Present
Western American Diocese of Russian Orthodox Church July 2012 - April 2015
Simpson Strong-Tie January 2014 - September 2014
Congress of Russian Americans October 2011 - January 2014
Bay Marketing&Advertising Inc. November 2011 - November 2012
Mesart May 2011 - September 2011
Skills
Photoshop, InDesign, Graphic Design, Logo Design, Adobe Creative Suite, Typography, Posters, Corporate Identity, Graphics, Layout, Brochures, Image Manipulation, Flyers, Business Cards, Visual Communication, Magazine Design, Invitations, Banners, Stationery, Book Covers, Book Design, Photography, Information Design, Branding & Identity, Digital Printing, Digital Photography, Brand Development, Art Direction, Catalogs
Education
Academy of Art University 2007 — 2012
Bachelor of Fine Arts (BFA), School of Graphic Design
Wells Fargo Funds Management October 2012 - Present
Skills
Business Process..., Product Management, Project Management, Mutual Funds, Asset Managment, Financial Services, Equities, Mergers, Analysis, Asset Management, Financial Reporting, Mergers & Acquisitions, Investments, Management
Education
City University of New York-Queens College
BS
UBS Global Asset Management July 2012 - Present
AccessAlpha Worldwide LLC October 2007 - April 2012
UBS Global Asset Management September 2003 - September 2007
Wells Fargo Funds Management November 2001 - August 2003
Morningstar 1996 - October 2001
Skills
Investment Strategies, Equities, Asset Allocation, Morningstar, Portfolio Management, Mutual Funds, Investments, Morningstar Direct, Wealth Management, Risk Management, Bloomberg
Education
Denison University 1986 — 1990
Bachelor of Arts, Sociology / Anthropology
University of New Hampshire
Charles Schwab September 2014 - Present
Wells Fargo Funds Management December 2007 - September 2013
Wells Fargo July 2007 - December 2007
Charles Schwab August 2006 - March 2007
Wells Fargo November 2004 - July 2005
Charles Schwab 2001 - 2003
Charles Schwab 1998 - 2001
Charles Schwab 1995 - 1998
Skills
Marketing, Investments, Business Development, Management, Leadership, Strategic Planning, Sales, Asset Management, Project Management, Sales Management, Analysis, Investment Strategies, Corporate Communications, Training, Capital Markets, Mutual Funds, Marketing Strategy
Education
California State University-Sacramento 1989 — 1992
BS, Finance, Economics
Cabrillo College 1986 — 1989
AA, Economics
Farmers Insurance March 2014 - Present
Guide Dogs for the Blind November 2002 - Present
Marin Professionals 2011 - Present
Metropolitan Arts Partnership / Combined Federal Campaign Norcal August 2012 - February 2013
American Diabetes Association April 2010 - August 2011
American Diabetes Association August 2009 - November 2009
AAA Northern California, Nevada & Utah April 2007 - May 2009
AAA Northern California, Nevada & Utah July 2006 - April 2007
Wells Fargo Funds Management July 2004 - June 2006
Wells Fargo Funds Management / Wells Fargo Funds Distributor March 2001 - July 2004
Skills
Fundraising, Event Planning, Nonprofits, Event Management, Leadership, Non-profits, Management, Public Speaking, Training, Project Management, Sales, Customer Service, Cold Calling, Volunteering, Workplace Giving, Cause-Related Marketing..., Lead Generation
Education
San Francisco State University
Bachelor of Science, Business Administration
The Regus Group December 2014 - February 2015
Wells Fargo Funds Management April 2001 - December 2002
mPower Advisors October 2000 - April 2001
Montgomery Asset Management June 1993 - September 2000
Skills
Mutual Funds, Financial Services, Vendor Management, FINRA, Series 6, Series 63, Alternative Investments, Fund Administration, Transfer Agency, Project Management, Customer Service, Hedge Funds, Securities
Education
San Francisco State University 1989 — 1993
BA, Industrial and Organizational Psychology
Aragon High School
Wells Fargo Funds Management October 2012 - Present
Wells Fargo Funds Management after Merger with Evergree May 2009 - February 2013
Evergreen Investments September 1999 - May 2009
Investors Bank and Trust August 1997 - September 1999
Skills
Mutual Funds, Accounting, Bloomberg, Equities, Financial Reporting, Financial Services, Fixed Income, Fund Administration, Asset Management
Education
Bentley University 1999 — 2003
MBA, Finance
University of Massachusetts, Amherst 1993 — 1997
BS, Finance
Wells Fargo Funds Management 2006 - Present
Wachovia (aquired by Wells Fargo) 2000 - 2006
First Union (acquired by Wachovia) 1997 - 2000
Skills
Financial Analysis, Finance, Wealth Management, Financial Services, Investments, Accounting, Series 7, Portfolio Management, Variance Analysis, Banking, Risk Management, Financial Modeling, Management, Analysis, Strategic Financial..., Forecasting, Budgets, Managerial Finance, Asset Management, Internal Controls, Mutual Funds
Education
University of North Carolina at Charlotte
Bachelor of Applied Science (B.A.Sc.), Accounting
Wells Fargo Funds Management June 1999 - Present
Education
University of Massachusetts, Amherst