Wolfe & Associates
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Wolfe & Associates Employees
Employee
Years
Job
Industry
Gigi Lopez Gigi Lopez's Wolfe & Associates Experience February 2005 - August 2014
Job Executive Analyst at UCSF
Industry Research
Experience
UCSF October 2014 - Present
Wolfe & Associates February 2005 - August 2014
Skills
Microsoft Excel, Analysis, Teaching, Data Analysis
Education
De La Salle University
Master of Science (MS), Counseling Psychology
University of Santo Tomas
Bachelor of Science (BS), Psychology
UCSF October 2014 - Present
Wolfe & Associates February 2005 - August 2014
Skills
Microsoft Excel, Analysis, Teaching, Data Analysis
Education
De La Salle University
Master of Science (MS), Counseling Psychology
University of Santo Tomas
Bachelor of Science (BS), Psychology
Tony Vallejo Tony Vallejo's Wolfe & Associates Experience February 2001 - November 2006
Job Owner at Tony Vallejo CPA
Industry Accounting
Experience
Self-employed May 2012 - Present
Tony Vallejo CPA May 2012 - Present
Goleta Valley Chamber of Commerce 2013 - 2013
Palius OKelley LLP November 2006 - May 2012
Wolfe & Associates February 2001 - November 2006
Skills
Small Business, Income Tax, Business Planning, Budget, Consulting, Accounting, Tax Preparation, Financial Analysis, QuickBooks, Financial Reporting, Tax, Auditing, GAAP, Bookkeeping, CPA, Analysis, Management, Start-ups, Internal Controls, Finance, LLC, Corporate Tax, Budgets, Strategic Financial..., Management Consulting, Nonprofits, Managerial Finance, Sarbanes-Oxley Act, Financial Planners, Financial Accounting, Cost Accounting, General Ledger, Tax Accounting
Education
UCSB 1987 — 1991
Bachelor of Science (B.S.), Economics with Emphasis in Accounting
Self-employed May 2012 - Present
Tony Vallejo CPA May 2012 - Present
Goleta Valley Chamber of Commerce 2013 - 2013
Palius OKelley LLP November 2006 - May 2012
Wolfe & Associates February 2001 - November 2006
Skills
Small Business, Income Tax, Business Planning, Budget, Consulting, Accounting, Tax Preparation, Financial Analysis, QuickBooks, Financial Reporting, Tax, Auditing, GAAP, Bookkeeping, CPA, Analysis, Management, Start-ups, Internal Controls, Finance, LLC, Corporate Tax, Budgets, Strategic Financial..., Management Consulting, Nonprofits, Managerial Finance, Sarbanes-Oxley Act, Financial Planners, Financial Accounting, Cost Accounting, General Ledger, Tax Accounting
Education
UCSB 1987 — 1991
Bachelor of Science (B.S.), Economics with Emphasis in Accounting
Larry Wolfe Larry Wolfe's Wolfe & Associates Experience January 1998 - Present
Job Business Performance Improvement Specialist
Industry Management Consulting
Experience
Wolfe & Associates January 1998 - Present
Ritchie & Associates April 2001 - July 2009
JDI Group Inc July 1995 - January 1998
Masco Corporation October 1987 - July 1995
St. Charles Mfg. Co. a division of Whirlpool June 1969 - October 1987
Skills
Performance Improvement, Strategic Planning, Process Optimization, Lean Manufacturing, Six Sigma, Organizational..., Activity Based..., Operational Excellence, Business Process..., Process Engineering, Process Improvement, Project Management, Project Planning, Leadership, P&L Management, Organizational Design, Continuous Improvement, Executive Management, Entrepreneurship, Business Transformation, Business Process Mapping, Cross-functional Team..., Business Planning, Mergers & Acquisitions, Leadership Development, Executive Coaching, Change Management, Supply Chain Management, Manufacturing, Operations Management, Supply Chain, Team Building, Acquisition Integration, Organizational..., Engineering, Strategic Consulting, Industrial Engineering, Emotional Intelligence, Management Consulting, Strategy, Performance Management, Enterprise Software, ERP, Restructuring, Supply Chain..., Culture Change, Business Strategy, Value Stream Mapping, Coaching, Logistics
Education
Loyola University of Chicago 1970 — 1975
Master of Business Administration (MBA), Finance
Northern Illinois University 1965 — 1969
Bachelor's Degree, Industrial Technology/Numerical Control Programming
Wolfe & Associates January 1998 - Present
Ritchie & Associates April 2001 - July 2009
JDI Group Inc July 1995 - January 1998
Masco Corporation October 1987 - July 1995
St. Charles Mfg. Co. a division of Whirlpool June 1969 - October 1987
Skills
Performance Improvement, Strategic Planning, Process Optimization, Lean Manufacturing, Six Sigma, Organizational..., Activity Based..., Operational Excellence, Business Process..., Process Engineering, Process Improvement, Project Management, Project Planning, Leadership, P&L Management, Organizational Design, Continuous Improvement, Executive Management, Entrepreneurship, Business Transformation, Business Process Mapping, Cross-functional Team..., Business Planning, Mergers & Acquisitions, Leadership Development, Executive Coaching, Change Management, Supply Chain Management, Manufacturing, Operations Management, Supply Chain, Team Building, Acquisition Integration, Organizational..., Engineering, Strategic Consulting, Industrial Engineering, Emotional Intelligence, Management Consulting, Strategy, Performance Management, Enterprise Software, ERP, Restructuring, Supply Chain..., Culture Change, Business Strategy, Value Stream Mapping, Coaching, Logistics
Education
Loyola University of Chicago 1970 — 1975
Master of Business Administration (MBA), Finance
Northern Illinois University 1965 — 1969
Bachelor's Degree, Industrial Technology/Numerical Control Programming
Mark Stanley, PMP Mark Stanley, PMP's Wolfe & Associates Experience 1997 - 2001
Job Customer Experience Consultant, helping companies align sales and service delivery to their brand promise.
Industry Management Consulting
Experience
Genesys November 2006 - Present
Crestview Consulting Group, LLC 2002 - 2006
Wolfe & Associates 1997 - 2001
ERS (Beryl Companies) 1996 - 1996
Lufthansa German Airlines 1992 - 1996
American Airlines 1986 - 1991
IASCO 1985 - 1985
Northwest Airlines 1982 - 1985
Braniff Airways, Inc. 1977 - 1982
Skills
Customer Experience, Strategic Planning, PMP, Call Center, Genesys, IVR, Workforce Management, Outbound, Social Media, Quality Management, Operations Management, Process Improvement, Telecommunications, Benchmarking, Inbound Marketing, Contact Centers, Professional Services, CTI, Business Process, Call Centers, Strategy, Management, Risk Management, Business Process..., CRM, Product Management, SaaS, Business Strategy, Forecasting, Service Delivery, Leadership, Integration, Management Consulting, Team Management, Start-ups, Project Management, Consulting, Outsourcing, Enterprise Software, Solution Selling, Selling, Training, Vendor Management, Cloud Computing, Pre-sales, Analytics, Business Transformation, Business Intelligence, Go-to-market Strategy, Strategic Partnerships
Education
Loyola Marymount University 1985 — 1988
Bachelor of Arts, History
Portland State University 1975 — 1978
McNary
S3 Academy
Genesys November 2006 - Present
Crestview Consulting Group, LLC 2002 - 2006
Wolfe & Associates 1997 - 2001
ERS (Beryl Companies) 1996 - 1996
Lufthansa German Airlines 1992 - 1996
American Airlines 1986 - 1991
IASCO 1985 - 1985
Northwest Airlines 1982 - 1985
Braniff Airways, Inc. 1977 - 1982
Skills
Customer Experience, Strategic Planning, PMP, Call Center, Genesys, IVR, Workforce Management, Outbound, Social Media, Quality Management, Operations Management, Process Improvement, Telecommunications, Benchmarking, Inbound Marketing, Contact Centers, Professional Services, CTI, Business Process, Call Centers, Strategy, Management, Risk Management, Business Process..., CRM, Product Management, SaaS, Business Strategy, Forecasting, Service Delivery, Leadership, Integration, Management Consulting, Team Management, Start-ups, Project Management, Consulting, Outsourcing, Enterprise Software, Solution Selling, Selling, Training, Vendor Management, Cloud Computing, Pre-sales, Analytics, Business Transformation, Business Intelligence, Go-to-market Strategy, Strategic Partnerships
Education
Loyola Marymount University 1985 — 1988
Bachelor of Arts, History
Portland State University 1975 — 1978
McNary
S3 Academy
Sam Webb Sam Webb's Wolfe & Associates Experience March 2009 - June 2011
Job Attorney | Advisor | Consultant
Industry Financial Services
Experience
Ryan November 2014 - Present
Ryan March 2013 - October 2014
Ryan September 2011 - February 2013
U.S. House of Representatives July 2011 - August 2011
Wolfe & Associates March 2009 - June 2011
Lloyd, Gosselink, Rochelle & Townsend May 2009 - June 2009
Law Offices of Stewart and Stewart May 2008 - August 2008
Skills
Legal Writing, Litigation, Administrative Law, Legislative Relations, Tax, Public Speaking, Legislation, Civil Litigation, Legal Research, Appeals, Commercial Litigation, Government, Courts, Due Diligence, Tax Law, Hearings, Politics, Sales Tax, Economic Development, Tax Credits, Tax Incentives, Public Affairs, Client Relations Skills, State Government, Tax Policy, Economic Policy, International Trade, International Law, Business Development, Foreign Trade Zone
Education
Texas Tech University School of Law 2007 — 2010
Doctor of Law (J.D.), Business Law & Litigation
Texas A&M University 2003 — 2007
Bachelor of Science (B.S.), Agricultural Economics
Ryan November 2014 - Present
Ryan March 2013 - October 2014
Ryan September 2011 - February 2013
U.S. House of Representatives July 2011 - August 2011
Wolfe & Associates March 2009 - June 2011
Lloyd, Gosselink, Rochelle & Townsend May 2009 - June 2009
Law Offices of Stewart and Stewart May 2008 - August 2008
Skills
Legal Writing, Litigation, Administrative Law, Legislative Relations, Tax, Public Speaking, Legislation, Civil Litigation, Legal Research, Appeals, Commercial Litigation, Government, Courts, Due Diligence, Tax Law, Hearings, Politics, Sales Tax, Economic Development, Tax Credits, Tax Incentives, Public Affairs, Client Relations Skills, State Government, Tax Policy, Economic Policy, International Trade, International Law, Business Development, Foreign Trade Zone
Education
Texas Tech University School of Law 2007 — 2010
Doctor of Law (J.D.), Business Law & Litigation
Texas A&M University 2003 — 2007
Bachelor of Science (B.S.), Agricultural Economics
Blake Bronstad Blake Bronstad's Wolfe & Associates Experience 2009 - 2010
Job Project Manager at Virtual World Computing, LLC
Industry Computer & Network Security
Experience
Virtual World Computing, LLC 2012 - Present
Blake Bronstad Photography 2011 - Present
Virtual World Computing, LLC February 2011 - November 2012
Wolfe & Associates 2009 - 2010
Skills
Marketing, Marketing Strategy, Strategic Partnerships, Entrepreneurship, Product Management, Photography, Writing, Property Management, Budgets, Lead Generation, Start-ups, Product Marketing, Competitive Analysis, Concept Design, Event Planning, Social Media, SEO, Public Relations, Strategy, Social Networking, Online Marketing
Education
University of California, Santa Cruz 2003 — 2007
Bachelor of Arts (B.A.)
Virtual World Computing, LLC 2012 - Present
Blake Bronstad Photography 2011 - Present
Virtual World Computing, LLC February 2011 - November 2012
Wolfe & Associates 2009 - 2010
Skills
Marketing, Marketing Strategy, Strategic Partnerships, Entrepreneurship, Product Management, Photography, Writing, Property Management, Budgets, Lead Generation, Start-ups, Product Marketing, Competitive Analysis, Concept Design, Event Planning, Social Media, SEO, Public Relations, Strategy, Social Networking, Online Marketing
Education
University of California, Santa Cruz 2003 — 2007
Bachelor of Arts (B.A.)
Anna Garleff Anna Garleff's Wolfe & Associates Experience January 2013 - Present
Job Chief Strategist at Wolfe & Associates
Industry Education Management
Experience
Oldman Watershed Council February 2014 - Present
Wolfe & Associates January 2013 - Present
City of Calgary March 2011 - March 2012
AIM Developing Human Potential January 2001 - September 2010
The Open University (UK) January 1998 - January 2010
SAIT Polytechnic January 2008 - December 2008
Calgary Court Centre, Government of Alberta - Alberta Justice March 2008 - September 2008
Enbridge Pipelines November 2007 - January 2008
University of Hamburg and The Open University UK January 1999 - January 2001
Skills
Leadership Development, Training, Leadership, Career Development, Workshop Facilitation, Staff Development, Employee Training, Teaching, Research, Coaching, E-Learning, Organizational..., Project Management, Psychology, Change Management, Performance Management, Management, German, Community Engagement, Project Planning, Career Counseling, Microsoft Office, Focus Groups, Organizational..., Interviews, Curriculum Development, Moodle, Conflict Resolution, Blended Learning, Policy, Recruiting, Training Delivery, Instructional Design, Executive Coaching, Distance Learning, Curriculum Design, Succession Planning, Personnel Management, Adult Education, Learning Management, MBTI, Advanced Research, Blackboard, First Class, MS Office, MS System, Peoplesoft\, Consulting
Education
CHRP candidacy , Human Resources Institute of Alberta
Education
Institute of Learning and Teaching (UK)
Master's, Adult Education
The Open University
Master's with distinction; Associate of Wolfe & Associates, Psychology
The Open University (UK)
Master's with distinction; Methodology, Psychology; Psychological Perspectives
University of Hamburg
Ph.D., in proficio, Education
Oldman Watershed Council February 2014 - Present
Wolfe & Associates January 2013 - Present
City of Calgary March 2011 - March 2012
AIM Developing Human Potential January 2001 - September 2010
The Open University (UK) January 1998 - January 2010
SAIT Polytechnic January 2008 - December 2008
Calgary Court Centre, Government of Alberta - Alberta Justice March 2008 - September 2008
Enbridge Pipelines November 2007 - January 2008
University of Hamburg and The Open University UK January 1999 - January 2001
Skills
Leadership Development, Training, Leadership, Career Development, Workshop Facilitation, Staff Development, Employee Training, Teaching, Research, Coaching, E-Learning, Organizational..., Project Management, Psychology, Change Management, Performance Management, Management, German, Community Engagement, Project Planning, Career Counseling, Microsoft Office, Focus Groups, Organizational..., Interviews, Curriculum Development, Moodle, Conflict Resolution, Blended Learning, Policy, Recruiting, Training Delivery, Instructional Design, Executive Coaching, Distance Learning, Curriculum Design, Succession Planning, Personnel Management, Adult Education, Learning Management, MBTI, Advanced Research, Blackboard, First Class, MS Office, MS System, Peoplesoft\, Consulting
Education
CHRP candidacy , Human Resources Institute of Alberta
Education
Institute of Learning and Teaching (UK)
Master's, Adult Education
The Open University
Master's with distinction; Associate of Wolfe & Associates, Psychology
The Open University (UK)
Master's with distinction; Methodology, Psychology; Psychological Perspectives
University of Hamburg
Ph.D., in proficio, Education
Erica Weber's Wolfe & Associates Experience December 2006 - Present
Job Director of Operations & Human Resources, Wolfe & Associates
Industry Hospital & Health Care
Experience
Wolfe & Associates December 2006 - Present
Brookstreet Securities April 2006 - December 2006
Waddell & Reed July 2005 - April 2006
Stor-It Rental Storages January 2000 - January 2005
Fund Raisers Ltd. July 1999 - October 2002
Skills
Recruiting, Customer Service, Process Improvement, Management, Training, Operations Management, Leadership, Human Resources, Microsoft Excel, Team Building, Project Management, Team Leadership
Education
Boise State University 2001 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Boise State University
Certificate, Human Services, General
Wolfe & Associates December 2006 - Present
Brookstreet Securities April 2006 - December 2006
Waddell & Reed July 2005 - April 2006
Stor-It Rental Storages January 2000 - January 2005
Fund Raisers Ltd. July 1999 - October 2002
Skills
Recruiting, Customer Service, Process Improvement, Management, Training, Operations Management, Leadership, Human Resources, Microsoft Excel, Team Building, Project Management, Team Leadership
Education
Boise State University 2001 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Boise State University
Certificate, Human Services, General
Ray Alton, PMP's Wolfe & Associates Experience 1996 - 1999
Job Experienced Learning Professional and Project Manager
Industry Computer Software
Experience
Deloitte Consulting January 2010 - September 2011
Alton Consulting March 2008 - January 2010
Fiserv December 2004 - February 2008
Alton Consulting June 1995 - December 2004
Fortel/Sightline November 1999 - October 2001
Wolfe & Associates 1996 - 1999
Cross-USA 1996 - 1997
Unisys Canada February 1992 - June 1995
Unisys April 1984 - January 1992
Education
Capella University 2006 — 2007
MS, Training and Performance Improvement
The University of Huddersfield 1976 — 1980
BA, Business
Deloitte Consulting January 2010 - September 2011
Alton Consulting March 2008 - January 2010
Fiserv December 2004 - February 2008
Alton Consulting June 1995 - December 2004
Fortel/Sightline November 1999 - October 2001
Wolfe & Associates 1996 - 1999
Cross-USA 1996 - 1997
Unisys Canada February 1992 - June 1995
Unisys April 1984 - January 1992
Education
Capella University 2006 — 2007
MS, Training and Performance Improvement
The University of Huddersfield 1976 — 1980
BA, Business
Jen Stedman's Wolfe & Associates Experience 2005 - 2006
Job Implementation Manager at AppFolio Inc.
Industry Computer Software
Experience
AppFolio Inc. March 2012 - Present
Hope House January 2011 - December 2011
Preferred Rental Services July 2007 - August 2009
Benefit Software May 2007 - August 2009
Wolfe & Associates 2005 - 2006
Bowerman Real Estate June 2004 - September 2004
Skills
California Salesperson..., Salesforce.com, Microsoft Office, Public Speaking, Social Media, Editing, Account Management, Customer Service, Marketing, Software Implementation, Priority Management, Program Management, Microsoft Word, Microsoft Excel, Advertising, Social Networking, Public Relations, Leadership, Facebook, Social Media Marketing, Fundraising, Online Marketing, Lead Generation, Email Marketing
Education
Pepperdine University 2009 — 2011
MA, Clinical Psychology with an emphasis in Marriage and Family Therapy
Westmont College 2000 — 2004
BA, Communications
AppFolio Inc. March 2012 - Present
Hope House January 2011 - December 2011
Preferred Rental Services July 2007 - August 2009
Benefit Software May 2007 - August 2009
Wolfe & Associates 2005 - 2006
Bowerman Real Estate June 2004 - September 2004
Skills
California Salesperson..., Salesforce.com, Microsoft Office, Public Speaking, Social Media, Editing, Account Management, Customer Service, Marketing, Software Implementation, Priority Management, Program Management, Microsoft Word, Microsoft Excel, Advertising, Social Networking, Public Relations, Leadership, Facebook, Social Media Marketing, Fundraising, Online Marketing, Lead Generation, Email Marketing
Education
Pepperdine University 2009 — 2011
MA, Clinical Psychology with an emphasis in Marriage and Family Therapy
Westmont College 2000 — 2004
BA, Communications
Billy R Wolfe's Wolfe & Associates Experience 1999 - Present
Job Attorney at Wolfe & Associates
Industry Law Practice
Experience
Wolfe & Associates 1999 - Present
Carr, Fouts, Hunt & Wolfe 1980 - 1999
Carr, Fouts, Hunt & Wolfe 1980 - 1999
Skills
Legal Research, Mediation, Commercial Litigation, Customer Service, Civil Litigation, Litigation, Licensing, Personal Injury, Legal Liability, Arbitration, Product Liability
Education
Texas Tech University School of Law 1977 — 1980
JD
South Plains College
Wolfe & Associates 1999 - Present
Carr, Fouts, Hunt & Wolfe 1980 - 1999
Carr, Fouts, Hunt & Wolfe 1980 - 1999
Skills
Legal Research, Mediation, Commercial Litigation, Customer Service, Civil Litigation, Litigation, Licensing, Personal Injury, Legal Liability, Arbitration, Product Liability
Education
Texas Tech University School of Law 1977 — 1980
JD
South Plains College