Summary
Overview
Work History
Education
Skills
Coursework
Timeline
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Tobe Bassior

Penn Valley,CA

Summary

Real Estate Investor, Private Lender and Business Development Consultant with substantial experience managing rental properties, a multi-million dollar portfolio of privately held mortgage notes, investor relations for 25+ investors. Experience investing as LP in 25+ syndications, utilizing self-directed retirement accounts, and LLCs for investment structure and asset protection. Systems Architect and Project Manager with strong analytical, communication & leadership skills acquired from 30+ years of experience developing mission-critical Banking and Stock Trading Systems for Fortune 500 companies.

Overview

35
35
years of professional experience

Work History

Private Lender / Real Estate Investor / Business Development Consultant

01.2001 - Current
  • Manage multi-million dollar portfolio of privately held mortgage notes, real estate investments & rental properties
  • Provide Lending and Systems subject matter expertise to create Online / Crowd Funding Portal
  • Provide consulting services to small businesses assisting them to create effective business systems & processes.

Senior Systems Architect

Wells Fargo & Co
San Francisco, CA
10.2009 - 04.2023
  • Define the Architecture of Wells Fargo’s Online Banking & Mobile Platform which supports 22 million active customers, 3.5 billion site visits per year and 15+ million logins per day
  • Current area of focus is as lead architect for Fraud Prevention and Authentication Systems
  • Analyze project requirements and produce detailed technical systems architecture designs
  • Present designs and specifications to peers, project teams, and various levels of management
  • Lead discussions across multiple technical and business partners to resolve open issues and facilitate understanding between business sponsors and technical partners.

Senior Business Project Manager

Wells Fargo
San Francisco, CA
10.2004 - 10.2009
  • Managed $10MM launch of a brand new Online Banking Portfolio from concept definition to fully functional platform in Production in just 11 months
  • Led project teams consisting of 40 – 200 people, through full Software Development Lifecycle to develop new products & features for Wells Fargo’s Online Banking Channel
  • Managed requirements gathering and project planning process, oversaw creation of Technical Specifications, QA Test Plans & Cases, Coding, QA and install to Production
  • Created project plans, risk mitigation plans, managed resources and budget, established priorities, resolved technical and non-technical issues in order to deliver high quality software on-time and budget.

Technical Project Manager

Charles Schwab & Co
San Francisco, CA
06.2004 - 10.2004
  • Coordinated work of programmers, SMEs, QA & Performance Engineers, Release Mangers, & others in a multi-tiered Unix-XP environment to create complex software applications with budgets up to $1MM
  • Oversee creation of Use Cases, Tech Specs, Architecture & Design documents, & QA Test Specifications
  • Manage coding, QA, packaging and deployment processes
  • Create project plans, track progress and issues, mitigate risks, establish priorities, resolve issues and manage overall process of software development.

Senior Engineer

Charles Schwab & Co
, CA
04.1998 - 06.2004
  • Lead developer on $2 million software development project - interact with business partners to define and document system requirements
  • Design and develop complex Java middleware applications that enabled straight-thru processing of large dollar value equity and mutual fund trades
  • Provide 24x7 3rd level production support for near-real-time systems that process equity & mutual fund trades

Education

M.A. - Leadership & Management Development

Columbia University
New York, NY

B.A. - Psychology & Communications

Hunter College
New York, NY

Skills

  • Analytical
  • Detail Oriented
  • Communication
  • Organization
  • Leadership

Coursework

Numerous courses in investing, lending, asset protection, real estate, etc.

Timeline

Senior Systems Architect

Wells Fargo & Co
10.2009 - 04.2023

Senior Business Project Manager

Wells Fargo
10.2004 - 10.2009

Technical Project Manager

Charles Schwab & Co
06.2004 - 10.2004

Private Lender / Real Estate Investor / Business Development Consultant

01.2001 - Current

Senior Engineer

Charles Schwab & Co
04.1998 - 06.2004

M.A. - Leadership & Management Development

Columbia University

B.A. - Psychology & Communications

Hunter College

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Tobe Bassior