Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Salaries. You can even request information on how much does Wells Fargo pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo directly from the past employees.
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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
National Bank of Arizona June 2012 - Present
Prometheus Lodge #87, F&A. M. January 2014 - December 2014
Oriental 20 Lodge F&A.M. December 2011 - December 2012
Arizona Bank & Trust - A Heartland Financial USA Company September 2006 - June 2012
Arizona Bank & Trust - A Heartland Financial USA Company July 2005 - August 2006
Maricopa County Bar Association January 2003 - June 2005
Wells Fargo May 1996 - July 2001
Skills
Customer Service, Customer Relations, Public Speaking, Sales, Loans, Mortgage Lending, Banking, Retail Banking, Public Relations, Sales Management, Small Business, Commercial Lending, Credit, Team Building, Training, Portfolio Management, Loan Origination, Credit Analysis, Budgets, Small Business Lending, Commercial Banking, Wealth Management, Business Strategy, Management, Leadership, Finance, Financial Analysis, Fundraising, Negotiation, Business Planning, Mortgage Banking, Consumer Lending, Time Management, Retirement Planning, Refinance, Investments, FHA, Residential Mortgages, Relationship Management, Financial Services
Education
Kendall College of Art and Design 1994 — 1994
No, just took a few classes to get knowledge on Quarkexpress.
Aquinas College 1992 — 1994
BA
University of Wisconsin-Whitewater 1985 — 1989
Public Relations
J. A. Craig Senior High School 1982 — 1985
Marketing/Advertising
N/A June 2013 - Present
Wells Fargo November 2011 - October 2012
Payless ShoeSource September 2008 - September 2011
Skills
Customer Service, Cashiering, Deposits, Pediatric Dentistry, Time Management, Dentistry, Cpr Certified, Telephone Skills, Data Entry, 10 Key, Filing, Cash Register, Medical Terminology, Invoicing, Retail Sales, Cash Handling Experience, Accounts Receivable, Payroll, Bookkeeping
Education
Arizona College of Allied Health 2012 — 2013
Diploma, Dental Assisting/Assistant
University of Phoenix 2010 — 2012
Bachelor in Psychology, Physiology, General
Wells Fargo May 2014 - July 2015
Caldwell Memorial Hospital August 2012 - September 2014
Appalachian Regional Healthcare System May 2011 - August 2012
Skills
Pharmacy, Customer Service, Hospitals, Microsoft Office, Microsoft Word, Patient Safety, PowerPoint, Automotive, Law Enforcement, Leadership, Microsoft Excel, Public Speaking, Social Media, Teamwork, Time Management
Education
Appalachian State University 2011 — 2015
Bachelor of Business Administration (BBA), Business Administration and Management, General
Rezamp Realty January 2014 - Present
Wheelhouse Properties October 2013 - July 2015
Empower Valuation Group September 2012 - September 2013
Wells Fargo July 2012 - September 2012
Amazon September 2011 - July 2012
Skills
Leadership, Public Speaking, Teamwork, Problem Solving, Management, Sales, Warehousing, Economics, Research, Typing, PowerPoint, Project Management, Marketing Research, Small Business, Customer Satisfaction
Education
Argosy University Phoenix 2011 — 2013
Bachelor of Business Administration (BBA), Business/Commerce, General
Mesa Community College 2007 — 2009
Partner Colorado Credit Union September 2003 - Present
Eagle Legacy Foundation June 2012 - June 2014
U.S. Bank February 2001 - September 2003
Wells Fargo September 1998 - February 2001
Skills
Management, Banking, Enterprise Risk..., Project Management, Sales, Mergers & Acquisitions, Disaster Recovery, Security, Nonprofits, Loans, Credit, Financial Analysis, Budgets, Strategic Planning, Compliance Program..., Branch Management, IT Operations
Education
Metropolitan State University of Denver
Bachelor's degree, Business Management, 3.74
Arapahoe Community College
Associate's degree, Business Administration and Marketing, 3.78
Cardinal Financial Company, Limited Partnership March 2015 - May 2015
Wells Fargo July 2014 - October 2014
RoundPoint Financial Group 2013 - 2014
Wells Fargo Home Mortgage August 2001 - January 2013
Fidelity Mortgage April 2001 - August 2001
Drumm Lawn & Landscaping October 1999 - April 2001
Skills
Mortgage Lending, FHA, Banking
Education
Appalachian State University 1993 — 1995
Bachelor's Degree, Communications
Central Piedmont Community College 1990 — 1992
Associate's Degree, General Studies
Columbine Federal Credit Union June 2006 - Present
Wells Fargo March 2007 - April 2010
Wells Fargo June 2006 - February 2007
Skills
Notary Public, NMLS Licensed
Education
Arapahoe Community College 2004 — 2006
Associate's degree, Automotive Service and Repair
Metropolitan State University of Denver 2002 — 2003
Computer Science
Coldwell Banker Residential Brokerage, Southern California September 2014 - Present
Caliber Home Loans August 2013 - July 2014
Caliber Funding March 2013 - July 2014
Wells Fargo Home Mortgage August 2012 - March 2013
Wells Fargo December 2010 - September 2012
Financial Designs, Ltd March 2010 - January 2012
Edward Jones July 2007 - October 2009
Bassett Furniture Direct March 2004 - July 2007
Verizon Wireless - AirTouch Cellular March 1993 - May 2002
Ethan Allen January 1990 - August 1992
Skills
Investments, Sales, Leadership, Retirement Planning, Microsoft Excel, Customer Service, Rapport Building, Banking, Loan Origination, Training, Time Management, Management, Finance, Marketing, Credit, Loans, Personal Development, Team Building, Budgets, Financial Advisory, Public Speaking, Mortgage Banking, Real Estate, Customer Satisfaction, Mortgage Lending
Education
Arizona State University
Business
Westwood High
Wells Fargo Home Mortgage August 2013 - Present
Wells Fargo October 2012 - August 2013
Skills
Credit, Credit Analysis, Loans, Mortgage Lending, Mortgage Banking, Foreclosures
Education
Argosy University Phoenix 2011 — 2013
Bachelor's degree, Psychology
Wells Fargo September 2014 - Present
Emancipet February 2014 - September 2014
BB&T June 2013 - February 2014
Wells Fargo April 2012 - June 2013
BB&T July 2011 - March 2012
The Chelsea Restaurant June 2003 - July 2011
Skills
Customer Service, Research, Writing, Cash Handling Experience, Typing, Access, Teamwork, Team Building, Microsoft Office, Leadership, PowerPoint, Sales, Microsoft Word
Education
Appalachian State University 2009 — 2011
Master of Arts (M.A.), History
University of North Carolina at Wilmington 2005 — 2009
Bachelor of Arts (B.A.), History
SuperShuttle August 2014 - Present
Walmart July 2013 - August 2014
Mrs. Fields Famous Brands February 2012 - July 2013
Wing Coop February 2009 - November 2011
Hunter Contracting Co. February 2007 - September 2008
Wells Fargo May 2005 - February 2007
Skills
Training & Development, Customer Service, Supervisory Skills, Public Relations, Cash Management, Budgeting, Payroll, Recruiting, Budgets, Employee Training, Policy, Sales, Start-ups, Public Speaking, Team Building, Marketing, Training, Human Resources, Strategic Planning, Employee Relations, Management, Leadership, Leadership Development, Time Management, Process Improvement, Instructional Design, Business Planning, Employee Engagement, Coaching, Negotiation, Management Consulting, Strategy, Inventory Management, Organizational..., Program Management, Business Strategy, Business Development, Performance Management, Sales Management, Executive Management
Education
Arizona State University 2013 — 2015
Master of Business Administration (MBA), Entrepreneurial and Small Business Operations
Utah State University 2003 — 2005
Bachelor's degree, Human Resources Management and Services
UPS Supply Chain Solutions February 2014 - Present
UPS 2013 - January 2014
Mullins & Ober Enterprises June 2013 - October 2013
Go People Inc May 2012 - December 2012
CareNational Healthcare Services January 2012 - May 2012
Wells Fargo February 2006 - May 2008
Skills
Human Resources, Organization, Databases, Microsoft Excel, Strategic Communications, Research, Consulting, Networking, Microsoft Office, Office Administration, Market Research, Social Networking, CRM, Customer Service, Interviews, Marketing, Sales, Team Building, Training, Public Speaking
Education
Arizona State University
Bachelor's degree, Business/Psychology
OfficeTeam May 2014 - Present
Self-employed April 1999 - Present
The Buckley School June 2010 - October 2012
The Coding Source November 2009 - February 2010
GoDaddy March 2009 - July 2009
Greater Phoenix Mensa July 2008 - July 2009
Greater Phoenix Mensa July 2007 - June 2009
Volt Technical Resources September 2008 - February 2009
Greater Phoenix Mensa July 2006 - June 2007
Wells Fargo May 2001 - October 2006
Skills
Acting, Theatre, Entertainment, Directing, Stage, Editing, Voice Over, Teaching, Creative Writing, Shakespeare, Research, Project Coordination, File Management, Technical Support, Voice Acting, Producing, Feature Films
Education
Arizona State University 2006 — 2008
B.A.
Mesa Community College 2004 — 2008
none
AIDA-USA 2010 — 2011
none
Chaparral High School 1988 — 1992
High School
Red Rocks Community College March 2015 - Present
Wells Fargo September 2012 - February 2014
Wells Fargo September 2011 - September 2012
Wells Fargo January 2009 - September 2011
Colorado Housing Assistance Corporation March 2007 - January 2009
Good Faith Lending Company October 2001 - March 2007
First Community Industrial Bank September 1996 - October 2001
Skills
Mortgage Lending, Commercial Banking, Commercial Lending, Volunteering, Community Development, Nonprofits, Marketing, Office Administration, Account Management, Retail Banking, Business Development, Communication Skills, Community Outreach, Collections, Legal Compliance, Legal Documents, Management, Loans, Credit, Finance, Banking, FHA, Loss Mitigation, Underwriting, Portfolio Management, Leadership, Investments, Training, Analysis, Financial Services, Mortgage Underwriting, Real Estate, Loan Origination, Mortgage Banking, Refinance, Residential Mortgages, Consumer Lending, Sales, Commercial Mortgages, Small Business Lending, Credit Analysis, Loan Servicing
Education
Red Rocks Community College 2014 — 2016
Accounting and Business/Management
Armbrust University 2007 — 2008
Real Estate Development
American Institute of Banking 1992 — 1996
Commercial/Consumer Lending, Real Estate, Compliance, Spanish
Arapahoe Community College 1987 — 1989
General Studies
Credit Union of Colorado January 2015 - Present
Credit Union of Colorado June 2014 - December 2014
Credit Union of Colorado October 2011 - June 2014
Credit Union of Colorado January 2011 - October 2011
Wells Fargo May 2008 - December 2009
DMT Catering May 2006 - January 2009
Skills
Banking, Loans, Consumer Lending, Mortgage Lending, Credit, Loan Origination, Branch Banking, Teller Operations, Mortgage Banking, Credit Unions, Credit Cards, Car Loans, Health Savings Accounts, Savings, Savings Accounts, Team Building, Customer Service, Strategic Planning, Financial Analysis, Process Improvement
Education
Arapahoe Community College
MBK Senior Living August 2015 - Present
Wells Fargo January 2015 - August 2015
Silverado April 2013 - January 2015
Robert half - Office Team October 2011 - April 2013
Rover Elementary School January 2009 - December 2009
Majestic Realty Co. June 2007 - August 2007
Skills
Recruiting, Project Management, Employee Relations, Temporary Placement, Temporary Staffing, Technical Recruiting, Staffing Services, Administrative..., Hiring, Corporate Recruiting, Full-life Cycle..., Internet Recruiting, Applicant Tracking..., Interviews, Scheduling Management, Microsoft Excel, Microsoft Word, Outlook, Healthcare, Sales, CRM, Onboarding, Job Fairs, Home Care, Account Management
Education
Arizona State University 2005 — 2009
Bachelor of Arts in Education, Early Childhood Education and Teaching
Corona del Mar High School 1999 — 2005
Yard House Restaurants May 2015 - Present
Credit Union of Denver June 2013 - May 2015
Wells Fargo July 2012 - April 2013
Arapahoe Community College July 2011 - June 2012
Consolidated Medical Services March 2010 - July 2011
Skills
Customer Service, Finance, Accounting, Public Speaking, Databases, Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Data Entry, Research
Education
Metropolitan State University of Denver 2012 — 2016
Bachelor of Fine Arts (BFA), Accounting and Finance
Arapahoe Community College 2010 — 2012
Notre Dame Behavioral Health August 2015 - Present
Arizona Game and Fish Department August 2014 - Present
Arrowhead Health Centers June 2015 - July 2015
Arizona State Credit Union September 2009 - April 2014
The Home Depot February 2010 - August 2010
Goettl Air Conditioning April 2009 - September 2009
Wells Fargo January 2009 - April 2009
First Credit Union September 2004 - December 2008
Skills
Medisoft, Optum, CPR Certified, First Aid, Medical Terminology, ICD-9-CM, ICD-10, CPT, Data Entry, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Windows, Customer Service, Teamwork, Team Leadership, Time Management, Leadership, Banking, Financial Analysis, Call Centers, System Administration, Credit, Accounting, Process Improvement, Management, Sales, Credit Unions, Training, Access, Typing, Cashiering, Customer Satisfaction, Finance, Filing, Fax, Communication, Customer Experience, Social Media, Project Management
Education
Arizona College of Allied Health 2014 — 2015
Health Information, Health Information/Medical Records Technology/Technician, 3.70
VisionCor, Inc. February 1990 - Present
Time Warner Cable 2013 - 2015
Wells Fargo 1993 - 2013
Broadyway & Seymour, Inc. 1989 - 1990
American Express 1984 - 1989
Endata, Inc. 1982 - 1984
Skills
Leadership Development, Coaching, Blended Learning, Instructional Design, Needs Analysis, Organizational..., Management Consulting, Change Management, Instructor-led Training, Strategic Planning, E-Learning, Public Speaking, Team Building, Training Delivery, Leadership, Management, Learning Management..., Marketing, Employee Training, Software Documentation, Workshop Facilitation, Learning Management, Training, Project Management, Consulting, Project Planning, Human Resources, Budgets, New Business Development, Executive Coaching, Program Management, Organizational..., Sales, Performance Management, Successful Business...
Education
Appalachian State University
MA & ED.S., Administration & Management
UNC-Greensboro
BA, English/French/Education
Caesars Entertainment Corporation March 2014 - Present
Caesars Entertainment Corporation September 2012 - March 2014
Caesars Entertainment September 2010 - September 2012
United Capital Finanical Partners, Inc September 2009 - September 2010
Financial Solutions Inc. March 2008 - March 2009
Wells Fargo September 2006 - March 2008
Fidelity Investments June 2004 - September 2006
MassMutual May 2001 - August 2003
Skills
Strategic Financial..., Financial Analysis, Risk Management, Budgets, Analysis, Accounting, Finance, Retirement Planning, Valuation, Financial Modeling, Strategic Planning, Business Development, Process Improvement, Forecasting, Asset Managment, Portfolio Management, Cash Flow, Retirement, Financial Reporting, Insurance, 401k
Education
Colorado State University 2011 — 2014
Master of Business Administration (MBA)
American Institute of Holistic Theology 2009 — 2010
Master of Science, Holistic Heath
University of Nevada-Las Vegas 2005 — 2005
Executive Certificate in Financial Planning
Aquinas College 1999 — 2001
Bachelor of Science, Business Administration
Colorado Moulding Company June 2014 - Present
PetSmart May 2012 - June 2014
State of Colorado August 2009 - May 2012
Colorado Moulding Company January 2009 - August 2009
Wells Fargo December 2007 - January 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Colorado Trails, Microsoft Outlook, accounts receivable, accounts payable, Account management, Cash Handling Experience, Motivational..., PPCT, Inventory, Filing, Answering Phones, Phone Skills, Company Newsletters, Timely Delivery
Education
Metropolitan State College of Denver 2005 — 2007
Bachelor of Science (BS), Psychology
Arapahoe Community College 2002 — 2005
State of Colorado August 2014 - Present
City and County of Denver January 2009 - August 2014
Denver's Office of Economic Development January 2009 - May 2010
U.S. Bank December 2006 - July 2008
Wells Fargo August 2005 - October 2006
Skills
Records Management, Public Relations, Government, Policy, Leadership, Access, Public Speaking, Process Improvement, Policy Analysis, Public Policy, Program Management, Research, Project Planning, Event Planning, Community Development, Community Outreach, Strategic Planning, Program Development, Workshop Facilitation, Organizational..., Nonprofits, Training, Grant Writing
Education
Metropolitan State University of Denver 2014 — 2015
Bachelor of Arts (B.A.), Business Administration and Management, General
Arapahoe Community College 2005 — 2008
Associate's degree, Business Administration and Management, General
Wells Fargo May 2012 - Present
Wells Fargo July 2010 - April 2012
Skills
Credit Analysis, Sales, Financial Analysis, Retail Banking, Commercial Banking, Small Business Lending, Credit, Credit Risk, Risk Management, Consumer Lending, Commercial Lending, Mortgage Lending, Banking, Loans, Finance, Financial Services, Lines Of Credit, Customer Service, Microsoft Office, Portfolio Management
Education
University of North Carolina at Greensboro 2013 — 2015
Master of Business Administration (MBA)
Appalachian State University 2006 — 2009
Bachelor of Business Administration (BBA), Finance and Banking
Wells Fargo February 2014 - Present
Wells Fargo Advisors October 2013 - Present
Wells Fargo July 2012 - Present
Kepner-Tregoe Inc. December 2010 - January 2012
AchieveGlobal December 2010 - January 2012
Communispond December 2010 - January 2012
Kepner-Tregoe December 2010 - January 2012
Manila Water Company, Incorporated October 2008 - February 2009
L'Oréal November 2004 - October 2005
Skills
Training, Coaching, Leadership Development, Management Consulting, Financial Management, Entrepreneurship, Leadership, Performance Management, Employee Engagement, Credit Management, Behavioral Intervention, Psychological Assessment, Psychological Testing
Education
Argosy University 2010 — 2012
MA, Forensic Psychology
Far Eastern University 2003 — 2008
Bachelor of Science, Psychology
Wells Fargo September 2014 - Present
Wells Fargo December 2010 - Present
Skills
Direct Sales, Loan Origination, Loans, Underwriting, Credit, Mortgage Lending, Mortgage, Relationship Management, Series 63, Series 7, Mortgage Banking, Consumer Lending
Education
Arcadia University 2006 — 2010
BA, International Business and Spanish
Universidad de Granada 2008 — 2008
BA, International Business and Spanish
Wells Fargo January 2015 - Present
Charlotte-Mecklenburg Police Department August 2004 - October 2014
Charlotte-Mecklenburg Police Department September 2000 - August 2004
Charlotte-Mecklenburg Police Department November 1991 - September 2000
Charlotte-Mecklenburg Police Department May 1988 - November 1991
Richland County Sheriff's Department August 1985 - May 1988
Dallas county Medical Examiner August 1982 - January 1984
Skills
Criminal Investigations, Police, Patrol, Criminal Justice, Evidence, Enforcement, Cybercrime, Executive Protection, Computer Forensics, Homicide Investigations, Active Shooter, Fraud, Crime Scene..., Crime Prevention, Taser, Interrogation, Firearms, Private Investigations, Internal Investigations, Public Safety, Police Administration, Surveillance, Physical Security, Emergency Management, Corporate Security, Community Policing, Crime Scene, Criminal Intelligence, Dignitary Protection, Field Training, Homeland Security, Police Training, Law Enforcement..., Investigation, Tactics, Law Enforcement
Education
Appalachian State University 1978 — 1982
B.S., Criminal Justice
Loadster Performance 2011 - Present
Brickyard January 2007 - Present
Tallyzip January 2011 - November 2011
Cisco Systems May 2009 - January 2011
Wells Fargo February 2007 - June 2007
Power-Ed January 2005 - March 2007
JPMorgan Chase 2004 - 2005
DHL, Inc. 2002 - 2004
Unicon, Inc. 2001 - 2002
Skills
Web Development, Software Development, Cloud Computing, Scalability, Performance Tuning, Java, Grails, JavaScript, jQuery, Linux, PHP, SWT, MySQL, Load Testing, Web Services, REST, Agile, SQL, CSS, Perl, Agile Methodologies, Scrum
Education
Arizona State University 1997 — 2003
BA, English/Linguistics
Wells Fargo July 2014 - Present
Wells Fargo February 2012 - July 2014
GE Capital 1994 - November 2011
GE Capital October 1998 - June 2004
Skills
Word, Excel, PowerPoint, Green Belt, Varicent Incentive..., Support Central, Business Objects, Access, PeopleSoft, Portfolio Management, Microsoft Excel, Sales Compensation, Finance, Corporate Finance, Asset Based Lending, Risk Management, Strategic Planning, Structured Finance, Financial Analysis, Financial Structuring, Analysis, Microsoft Word, Analytics, Leadership
Education
Arapahoe Community College
Accounting and business managment
Western Union July 2014 - Present
Various Law Firms January 2012 - Present
Archer Bay PA formerly known as Lynch & Robbins January 2012 - June 2014
Wells Fargo January 2011 - December 2011
Wells Fargo November 2007 - April 2010
Wachovia, A Wells Fargo Company October 2007 - March 2010
Wachovia 2007 - 2010
World Savings September 1996 - October 2007
World Savings May 1986 - September 1995
Skills
Notary Public, Legal Research, Banking, Legal Assistance, Analysis, Office Management, Risk Management, Private Investigations, Fraud, Litigation, Training, Investigation, Litigation Support, Enforcement, Document Review, Legal Writing, Leadership, Interviews, Trials, Lexis, Pleadings, Bankruptcy, Criminal Law, Courts
Education
Holmes College 2011 — 2011
Paralegal
Arapahoe Community College
Business Managment, Business
Colorado State University
Interior Design
University of California, Santa Cruz
Psychology
Wells Fargo March 2014 - Present
Wells Fargo January 2009 - July 2010
Wells Fargo Bank November 2008 - January 2009
Skills
Graphic Design, Typography, Adobe Creative Suite, Illustrator, Art
Education
Utah Valley University 2008 — 2011
Bachelor of Fine Arts (B.F.A.), Graphic Design
Arcadia University 2007 — 2008
Wells Fargo February 2015 - Present
Wells Fargo April 2011 - Present
Wells Fargo Advisors/First Clearing LLC January 2008 - April 2011
Skills
Project Management, Mergers, Product Development, Management, Strategy, Team Management, Strategic Planning, Retirement, Process Improvement, Program Management, Leadership, Cross-functional Team..., Business Strategy, Business Process..., Business Analysis
Education
Appalachian State University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Finance, General
Briggs & Associates May 2014 - Present
Scott Duncan & Associates March 2014 - May 2014
DeKalb County Police Department January 2014 - March 2014
Sentinel Offender Services, LLC May 2012 - May 2013
Atlanta Public Schools August 2011 - May 2012
Wells Fargo May 2011 - July 2011
Wells Fargo Home Mortgage October 2010 - April 2011
bebe stores September 2010 - February 2011
Skills
Criminology, Criminal Justice, Enforcement, Public Safety, Courts, Mental Health, Developmental..., Customer Satisfaction, Nonprofits, Psychology, Community Outreach, Interviews, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Research, Training
Education
Argosy University 2015 — 2018
Master of Arts (M.A.), Clinical Mental Health Counseling
Argosy University Atlanta 2012 — 2014
Master of Arts (MA), Forensic Psychology
Miles College 2007 — 2010
BS, Criminal Justice
Wells Fargo May 2015 - Present
Ditech Mortgage Corp (*Heritage GMAC) July 2012 - May 2015
JPMorgan Chase July 2011 - July 2012
ThomasNet 2009 - July 2011
Klein Hersh International 2008 - 2009
JPMorgan Chase 2000 - 2008
Skills
Business Development, New Business Development, Marketing Strategy, Sales, Sales Management, Strategy, Leadership, Team Building, B2B, Selling, Strategic Planning, Negotiation, Program Management, Training, Management, Mortgage Lending, Credit, Mortgage Banking, Loans, Loan Origination, Banking, Credit Analysis, Finance, Residential Mortgages, FHA, Underwriting, Investments, Refinance, Risk Management, Real Estate, Consultative Selling, Financial Analysis, Marketing, Financial Services, Customer Service, Process Improvement, Portfolio Management, Investment Properties, Relationship Management, Commercial Lending, Consulting, CRM, Vendor Management, Call Centers, Advertising, Insurance, Consumer Lending, VA Loans, Credit Risk, Salesforce.com
Education
West Chester University of Pennsylvania 2000 — 2003
MBA, Business Management
Arcadia University 1994 — 1998
BA, Business Administration
LaSalle College High School
LaSalle College High School
Las Cruces Chamber Of Commerce December 2006 - Present
Bank of America December 2002 - July 2007
Wells Fargo July 2005 - October 2006
John Casablanca June 1986 - December 2000
Education
Arapahoe Community College 1991 — 1994
Associate, Business, Marketing
alamogordo high 1980 — 1982
WorldRemit May 2015 - Present
CoBank September 2014 - April 2015
Wells Fargo July 2013 - September 2014
Wells Fargo Bank June 2010 - July 2013
Hiatt Brothers Contracting LLC August 2009 - May 2010
Colorado State Capitol January 2009 - May 2009
The Home Depot April 2002 - January 2008
Target November 2001 - April 2002
Safeway August 2001 - November 2001
Kmart Corporation September 2000 - August 2001
Skills
Research, Training, Sales, Customer Service, Management, PowerPoint, Event Planning, Marketing, Microsoft Word
Education
University of Colorado Denver 2013 — 2017
Master of Business Administration (M.B.A.), Business Intelligence
John Jay Institute 2008 — 2009
Academic Fellowship, Religion & Public Policy
University of Colorado Denver 2005 — 2008
BA, History
Arapahoe Community College
CommunityOne Bank October 2012 - Present
BB&T October 2008 - October 2012
Wells Fargo May 2006 - October 2008
Strategic Staffing Solutions Inc May 2004 - April 2006
Skills
Commercial Banking, Loans, Credit, Finance, Small Business Lending, Commercial Lending, Mortgage Lending, Portfolio Management, Underwriting, Banking, Lines Of Credit, Consumer Lending, Sales Growth, Small Business, Financial Analysis, Investments, Commercial Underwriter, Management, Loan Origination, Credit Analysis, Asset Based Lending, Cash Flow, Credit Risk, Public Relations, Strategic Planning, Public Speaking, Strategic Financial..., Mergers & Acquisitions, Treasury Management, Commercial Real Estate, Cash Management, Financial Risk, Managerial Finance, Banking Relationships, Team Leadership, Team Management, Commercial Mortgages, Business Intelligence, Auditing, Operational Efficiency, Financial Modeling, Microsoft Office, Financial Controlling, Corporate Finance, Capital Markets, Credit Syndications, Credit Management, Loan Portfolio Analysis, Corporate Banking
Education
Wake Forest University
BB&T Banking School at Wake Forest University, Accounting, Banking, Finance, Lending, Economics and Management
Appalachian State University 2001 — 2004
Bachelor of Science in Business Administration (BSBA)
BB&T University Certification Program 2008 — 2011
Undewriting, Commercial Banking, Financial Analysis, Lending, Management and Leadership
BB&T Business Lenders Academy
Commerical Lending and Underwriting 2009
Fast Passports & Visas January 2014 - Present
Universal Passports and Visa June 2012 - Present
JPMorgan Chase 2009 - August 2012
Wells Fargo 2008 - 2009
Treasure Islands Resort February 2000 - September 2003
Skills
Strategic Financial..., Investments, Financial Analysis, Financial Modeling, Finance, Managerial Finance, Business Visas, US Passport, Passport and Visa..., Tourist Visas, Business Travel, Sales Management, Online Travel, Leisure Travel, Travel Management, Adventure Travel, Management, Budgets, Management Consulting, Leadership, Valuation, Financial Risk, Start-ups, Mergers & Acquisitions, Treasury Management, Analysis, Risk Management, Private Equity, Cash Flow, Portfolio Management, Forecasting, Investment Banking, Executive Management, Auditing, Business Planning, Business Analysis, Banking, Financial Reporting, Credit, Financial Services, Internal Controls, Asset Management, Due Diligence, Relationship Management, Strategic Planning, Financial Accounting, Cash Management, Business Strategy, Corporate Finance, Strategy
Education
The University of Texas at Austin
Arapahoe Community College
Business Administration and Management, General
Regus 2014 - Present
Independent Consultant Contract Freelance 2010 - Present
Bar Management Group 2014 - 2014
Luxury Yacht Charters 2012 - 2013
Charlotte Event Professionals & MCG 2011 - 2012
South Carolina Farm Bureau Insurance Companies 2007 - 2011
Wells Fargo 2006 - 2007
Skills
Microsoft Excel, Microsoft Word, Time Management, Management, Loans, Coordinating Events, Customer Service, Customer Satisfaction, Customer Retention, Customer Acquisition, Promotions, Event Management, Event Planning, Events, Building Relationships, Marketing, Social Media Marketing, Outlook, Insurance, Leadership, Parties, Social Networking, Sales Management, Marketing Strategy, Sales, Advertising, Social Media, Retail, Email Marketing, Contract Negotiation
Education
Appalachian State University 2000 — 2004
BSBA, Finance and Banking
Freedom High School 1996 — 2000
High School Dipolma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Research. Analysis. Communications. Results. July 2012 - Present
Barbara Leibowitz & Staff August 2009 - January 2011
Spring International January 2007 - July 2007
Progressive Business Publications November 2005 - March 2006
Thomson Reuters December 2000 - October 2005
TNS United States September 1999 - September 2000
Murray Devine November 1998 - August 1999
Wells Fargo August 1997 - August 1998
Arcadia University January 1995 - December 1996
Skills
Market Research, Marketing, Public Relations, Research, Project Management, Qualitative Research, Business Development, Social Networking, Marketing Research, Strategy, Social Media, Creative Writing, Program Management, Marketing Communications, CRM, Management, Event Planning, Report Writing, Focus Groups, Advertising, Quantitative Research, Survey Design, Translation, Russian translation, B2B, Customer Insight, Primary Research, Consumer Behaviour, Stand-up Comedy, Business Networking, PR, Questionnaire Design, Transition Management, International Relations, European Politics, Current Affairs, Investigative Research, Investigative Reporting
Education
Drexel University - College of Business and Administration 1999 — 2000
Completed several business courses
Arcadia University 1994 — 1997
BA, Major: History; Minor: Psychology
London Guildhall University 1995 — 1995
Completed one semester of study abroad
Moscow
Alzheimer's Association Delaware Valley Chapter May 2014 - Present
Alzheimer's Association Delaware Valley Chapter June 2005 - May 2014
Alzheimer's Association Delaware Valley Chapter 2006 - 2007
Alzheimer's Association Delaware Valley Chapter 2005 - 2006
Camden County College 2004 - 2006
Wells Fargo 2000 - 2004
Skills
Grant Writing and..., Professional and..., Adobe In Design, Certified Dementia Care..., Fundraising, InDesign, Program Development, Newsletters, Grant Writing, Editing, Leadership, Healthcare Management, Customer Service, Research, Health Education, Public Speaking, Healthcare, Staff Development, Marketing, Team Building, Event Planning, Higher Education, Budgets, Strategic Planning, Training, Program Management, Home Care, Policy, Clinical Research, Event Management, Supervisory Skills, Hospitals, Long-term Care, Management, Grants, Elder Care, Community Outreach, Nonprofits, Volunteer Management, Case Management, Leadership Development, Social Services, Teaching, Public Relations, Organizational...
Education
Arcadia University 1997 — 1999
Master's degree, English
Holy Family University 1990 — 1994
Bachelor's degree, English
Melissón Factory September 2015 - Present
CUCINA enoteca February 2015 - July 2015
Wells Fargo June 2012 - February 2013
Riptide June 2011 - July 2012
Forest Family Dentistry September 2009 - November 2011
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Time Management, Public Speaking, Marketing, Event Planning, Customer Service, Social Media, Social Networking, Teamwork, Communication, Team Building, Public Relations, Event Management, Strategic Planning, English, Budgets
Education
Argosy University 2014 — 2016
Bachelor's Degree, Hospitality Administration/Management
Saddleback College 2011 — 2014
GED/ Transfer Program, Hospitality Administration/Management
Regional Occupation Program 2009 — 2010
Licentiate degree, Dental Assisting/Assistant
Merrill Lynch Relationship analystMirador Family Wealth AdvisorsJune 2009 - August 2013
Wells Fargo May 2008 - January 2009
Education
Grand Valley State University 2009 — 2012
Master of science taxation, Tax Law/Taxation
Aquinas College 2005 — 2008
Bachelor of Science (B.Sc.), Accounting and Finance
PayPal April 2013 - Present
Wells Fargo June 2012 - April 2013
Denver Mortgage Company January 2012 - May 2012
American Southwest Mortgage Corp October 2009 - December 2011
PRMG, Inc. February 2009 - October 2009
Flagstar Bank May 2008 - January 2009
Skills
Document Management, Pipeline Management, Customer Satisfaction, Collaborative Problem..., Communication, Training, Quality Management, analytical reporting, Microsoft Office, Outlook, Calyx Point, Loan Prospector, Desktop Underwriter, FHA Connection, Credit, Customer Service, Loans, Management, Event Planning, Microsoft Word, Mortgage Industry, Mortgage Lending, Social Media, Analysis, Banking, Business Development, Financial Risk, Start-ups, Risk Management, Leadership, Mortgage Banking
Education
American Institute of Banking
Banking and Finance
Arapahoe Community College
CMLA Coursework
Coronado High Shool
Diploma, General
Pikes Peak Community College
N/A, Culinary Arts
Wells Fargo February 2011 - Present
Wells Fargo September 2009 - February 2011
Wells Fargo September 2006 - September 2009
Wells Fargo December 2004 - September 2006
Freescale/Motorola Semiconductor 2000 - 2004
Catholic Healthcare West Shared Business Svcs 1998 - 2000
CDI 1996 - 1998
Best Western International 1984 - 1996
Skills
Change Leadership, Leadership Development, Technology..., Organizational..., Organizational Change, Organizational..., Talent Development, Talent Management, Workshop Facilitation, Change Management, Onboarding, Blended Learning, Leadership, Executive Management, Management Development, Human Resources, Management, Performance Management, Training, Organizational Design, Program Management, Employee Engagement, Management Consulting, Team Building, Instructional Design, Strategy, Start-ups, Performance Consulting, Team Leadership, Executive Coaching, Coaching, Strategic Planning, Process Improvement, Performance Improvement, Talent Acquisition, Employee Relations, Business Process..., Cross-functional Team..., Analysis, Strategic Partnerships, Needs Analysis, Consulting, Culture Change, Training Delivery, Integration, Employee Training, Vendor Management, Facilitators, Career Development, Workforce Planning
Education
University of Phoenix
Masters
Arizona State University
BS
Haystak Digital Marketing 2015 - Present
Wells Fargo 2011 - 2015
Skills
Google Adwords..., Google Analytics, SEM, SEO, Online Marketing, Online Advertising, Advertising, Marketing Communications, Social Media, Microsoft Office, Public Relations, Public Speaking, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Facebook, Event Planning, Editing, Social Networking, Teamwork, Social Media Marketing, English
Education
University of North Carolina at Charlotte 2010 — 2012
Bachelor of Arts (BA), Communication and Media Studies
Appalachian State University 2005 — 2006
Advertising and Marketing
Wells Fargo October 2014 - Present
Wells Fargo April 2013 - October 2014
Wells Fargo August 2010 - July 2011
Wells Fargo Financial January 2010 - August 2010
Horace Mann May 2009 - June 2010
Horace Mann August 2008 - May 2009
Skills
Human Resources, Management
Education
Appalachian State University 2005 — 2008
BS, Communication: Organizational/Public, Psychology
Wells Fargo Co OwnerScallywag Games LLCMarch 2015 - Present
PNC May 2014 - February 2015
Premium Retail Services November 2012 - April 2014
United States Air Force September 2007 - September 2012
Skills
Banking, Loans, Financial Analysis, Retail Banking, Finance, Credit, Financial Services, Cash Management, Relationship Management, Commercial Banking, Microsoft Excel, Leadership, Mortgage Lending, Commercial Lending, Cross Selling, Loan Origination, Small Business Lending, Microsoft Office, Marketing, Microsoft Word, Risk Management, Teamwork, Credit Cards, Sales, Time Management, Process Improvement, Data Entry, Social Networking, Branch Banking, Management, Accounting, Mortgage Banking, Lines Of Credit, Financial Planning, Consumer Lending, Deposits, Equities, Business Analysis
Education
Devry University 2014 — 2015
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
Arcadia University 2013 — 2014
Bachelor of Arts (BA), Creative Writing
United States Air Force 2007 — 2012
KeyBank October 2014 - Present
Best Buy Mobile January 2014 - Present
Bank of the West January 2014 - October 2014
Wells Fargo May 2011 - December 2013
Best Buy January 2008 - July 2012
The Law Firm of Charles R. Free August 2009 - December 2009
Skills
Customer Service, Sales Management, Quality Management, Compliance, Strategic Communications, Communication Skills, Operations Management, Sales Effectiveness, Organizational..., Multi Tasking, Work in A Fast Paced..., Versatility, Organizational..., Organizational..., Organizational Behavior, Follow-through Skills, Customer Retention, Customer Experience, Customer Oriented, Business Efficiency, Learning Quickly, Strategic Planning, Business Strategy, Business Planning, Business, Exceed Sales Goals, Leadership, Leadership Development, Training, Employee Training, Solution Selling, Cross Selling, Value Based Selling, Client Rapport, Genuine, Always Punctual, Dependency Management, Dependable Team Player, Accountability, Leadership..., Motivated self-starter, Determination to Succeed, Success Driven, Customer Driven..., Leading Meetings, Meet Deadlines, Educational Leadership, Cross-functional Team..., Sales Operations, Customer Satisfaction
Education
Arapahoe Community College 2013 — 2015
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services
Huntington Beach High School 2002 — 2006
Gibson Realty Group November 2014 - July 2015
JLL January 2014 - November 2014
Wells Fargo May 2006 - September 2013
Skills
Commercial Property..., Real Estate Development, Contract Negotiation, Real Estate, Corporate Real Estate, Contract Management, Real Estate Transactions, Budgets, Dispositions, Investment Properties, Leases, Commercial Real Estate, Facilities Management, Customer Service, Property Management
Education
Hodges University 1995 — 1998
Bachelor's degree, Computer Science
Aquinas College 1984 — 1986
Associate's degree, Computer Science
Univision Communications Inc. August 2013 - Present
Maricopa Colleges Television August 2014 - Present
Maricopa Community Colleges May 2015 - June 2015
Maricopa Colleges Television January 2015 - June 2015
Walter Cronkite School of Journalism and Mass Communication November 2014 - April 2015
Walter Cronkite School of Journalism and Mass Communication January 2015 - January 2015
The State Press (ASU Student Media) January 2014 - April 2014
Amigo Multimedia, Inc September 2013 - March 2014
Wells Fargo April 2012 - August 2013
Mesa Community College January 2012 - May 2012
Skills
Broadcast, Journalism, Radio, Television, News Writing, Entertainment, Photography, Broadcast Journalism, Radio Broadcasting, Editing, Broadcast Television, Final Cut Pro, Storytelling, Video Production, Video Editing, Photoshop, WordPress, LinkedIn, Social Media, Social Networking, Avid, Writing, Digital Media
Education
Arizona State University 2009 — 2015
Bachelor’s Degree, Journalism and Mass Communication
Arizona State University
Certificate, Special Events Management
Deming High School
Diploma
Apollo Group/University of Phoenix November 2011 - Present
Wells Fargo July 2007 - September 2012
Gap Inc./Old Navy September 2004 - January 2007
Skills
Training, Customer Service, Leadership, Staff Development, Leadership Development, Higher Education, Employee Training, Coaching, Public Speaking, Time Management, Data Entry, Community Outreach, Team Building, Interviews, Nonprofits, Outlook, PowerPoint, Recruiting, Event Planning, Organizational..., Teaching, Research, Employee Relations
Education
University of Phoenix 2012 — 2016
Masters of Science in Counseling, Marriage/Family/Child Therapy
Arizona Christian University 2006 — 2010
Bachelors of Science in Behavioral Health, Family Studies, 4.0
Bank of America April 2015 - Present
SLS December 2013 - April 2015
Wells Fargo October 2012 - December 2013
NakedPizza January 2012 - September 2012
Skills
Mortgage Banking, Consumer Lending, Mortgage Lending, Credit, Loans, Credit Analysis, Loss Mitigation, Finance, Public Speaking, Banking, Sales
Education
Colorado State University-Global Campus 2015 — 2017
Bachelor's Degree, Accounting
Arapahoe Community College 2012 — 2014
Associate's Degree, Legal Assistant/Paralegal (A.B.A. Approved Program), 3.51 GPA
directline limo service June 2011 - Present
Wells Fargo November 2009 - May 2011
Skills
Banking, Credit, Cash Management, Leadership, Sales, Consumer Lending, Cross Selling, Mortgage Lending, Insurance, Sales Management, Small Business, New Business Development, Marketing, Investments, Negotiation, Account Management
Education
Arapahoe Community College
Littleton High school
NBH Capital Finance January 2014 - Present
Community Banks of Colorado, a Division of NBH Bank, N.A. March 2013 - January 2014
Wells Fargo January 2011 - March 2013
Bubba Gump Shrimp Company February 2010 - January 2011
Roberts August 2008 - January 2010
Skills
Loans, Credit, Consumer Lending, Small Business Lending, Banking, Lines Of Credit, Commercial Banking, Retail Banking, Cash Handling Experience, Management, Team Leadership, Compliance, Sales, Customer Service, Client Development, Deposits, Mortgage Banking, Cross Selling, Auditing, Loan Servicing
Education
Arapahoe Community College 2009 — 2014
Psychology
Colorado Judicial Branch November 2011 - Present
Davis Graham & Stubbs LLP September 2011 - October 2011
Wells Fargo August 2008 - December 2010
Skills
Typing, 10 Key, Customer Service, Customer Engagement, Criminal Law, Family Law, Legal Research, Legal Writing, Legal Documents, Notary Public, Data Entry, Banking, Banking Law, Calendaring, Legal Assistance, Administrative..., Paralegals, Document Drafting, Team Management, Outlook, Courts, Microsoft Office
Education
University of Northern Colorado 2005 — 2008
Bachelor's degree, Criminal Justice
Arapahoe Community College 2009 — 2011
Certificate, Paralegal Studies
BASIS Independent Schools August 2013 - Present
Snell & Wilmer November 2010 - August 2013
Snell & Wilmer June 2009 - July 2009
United States District Court (D. Ariz.) May 2008 - August 2008
Wells Fargo November 2005 - July 2007
Parks Consulting August 2004 - November 2005
Applied Economics November 2003 - August 2004
M ONE, Inc January 2002 - November 2003
Skills
Legal Research, Litigation, Legal Writing, Commercial Litigation, Civil Litigation, Employment Law, Westlaw, Research, Hearings, Depositions, Courts, Trials, Policy, Appeals, Trade Secrets
Education
University of Virginia School of Law 2007 — 2010
Juris Doctor
Arizona State University 1997 — 2001
Bachelor of Science
Xavier College Preparatory 1994 — 1997
Diploma
GuidedChoice June 2014 - Present
Crown Capital Securities, L.P. January 2014 - June 2014
J.P. Morgan April 2013 - January 2014
Wells Fargo June 2006 - April 2013
Occasions! January 2008 - December 2009
Skills
Microsoft Office, Team Leadership, Problem Solving, Event Planning, Sales, Retail Banking, Financial Services, Portfolio Management, Management, Access, Financial Analysis, Organizational..., Outlook, Finance, Banking, Credit, Analysis, Merchandising, Customer Service, Series 7
Education
Arizona State University 2011 — 2012
Organizational Studies, Focus on Small Business
Urban Lending Solutions Customer Service -ProcessorMAC5April 2013 - July 2013
Wells Fargo July 2012 - March 2013
Specialized Loan Servicing Oct. 2006 - Feb. 2011 October 2006 - February 2011
Aegis Funding May 2006 - September 2006
Skills
Mortgage Lending, Loss Mitigation, Investors, Mortgage Servicing, Default, Bankruptcy, Real Estate, Loan Servicing, Financial Analysis, Credit, Underwriting, Asset Managment, Process Improvement, Management, Mortgage Banking, Short Sales, Valuation, Negotiation, Loan Processing, Evictions, Communication, Highly detail oriented, Interpersonal Skill, Dependable Team Player, Superior Work Ethic, Organizational..., Customer Service, Customer Satisfaction, Administrative, Data Entry
Education
Arapahoe Community College
Sophia's September 2014 - Present
Social Tek Consulting January 2013 - Present
Comcast Cable February 2013 - August 2014
Wells Fargo December 2011 - December 2012
T-Mobile August 2005 - September 2011
Skills
Social Media, Video Production, Photography, Information Technology, Telecommunications, Customer Service, Sales, Coaching, Creative Solutions, New Business Development, Management, Recruiting, Employee Training, Marketing, Customer Satisfaction, Social Media Marketing, Training, Public Speaking
Education
Arcadia University 2001 — 2005
Bachelor of Communications, Video Communications/Photography
Palmyra Area High School 1997 — 2001
Communications and Journalism
IntelliSource June 2012 - February 2014
United Housing at HUD August 2008 - March 2009
Wells Fargo February 2001 - December 2001
JBH Travel Audit September 1997 - January 2001
Skills
Data Entry, Accounts Receivable, Customer Service, Call Centers, Microsoft Excel, Accounts Payable, Filing, Teamwork, Banking, Payroll, Accounting, Mortgage Lending, Microsoft Office, 10 Key, Supervisory Experience, SharePoint, MS Office Suite, Excel, Attention To Detail, Call Center, Assistant..., AS400 system, Loans, Sales, Outlook, Time Management
Education
Arapahoe Community College 1979 — 1979
EMT Certificate, EMT
Heritage High School 1972 — 1975
High School Diploma, Business
V2 Capital, LLC August 2011 - Present
V2 Capital, LLC August 2011 - Present
UBS Financial Services September 2006 - June 2010
Wells Fargo December 2005 - September 2006
UBS 2002 - 2005
Skills
Bloomberg API, Financial Modeling, Asset Management, Portfolio Management, Valuation, Derivatives, Volatility, Equity Research, Equity Valuation, Equity Derivatives, Asset Allocation, Alternative Investments, Bloomberg, Investments, Equities, Hedge Funds, Investment Management, Bloomberg Terminal, Financial Analysis
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Economics, Finance, and Accounting
DePaul University 2004 — 2005
Bachelor of Science (B.S.), Finance, with Honors
Arizona State University 2001 — 2003
B.S., Finance
Moss Rehabilitation January 2012 - Present
Fox Rehabilitation September 2011 - November 2011
Our Lady of Lourdes Rehabilitation February 2011 - April 2011
Virtua Health - Early Intervention Program January 2011 - March 2011
Wells Fargo May 2009 - July 2010
Belmont Comprehensive Center for Comprehensive Treatment September 2008 - January 2009
The Office of Craig H. Rosen, MD June 2008 - August 2008
Education
Temple University 2010 — 2012
MS, Occupational Therapy
Arcadia University 2005 — 2009
BA, Healthcare Administration
Wells Fargo July 2013 - Present
Wells Fargo May 2012 - July 2013
Wells Fargo 2011 - 2012
Wachovia 2011 - 2011
Rosetta Stone 2008 - 2011
Skills
Account Management, Sales, Sales Process, Solution Selling, Direct Sales, Sales Management, Cold Calling, Customer Service, Sales Operations, Training, Recruiting, Selling, Lead Generation, Team Leadership, B2B, Team Building, Sales Presentations, Retail
Education
Appalachian State University 2001 — 2005
Bachelor of Science (BS), Sociology
Appalachian State University
Apex Systems December 2012 - June 2014
Apex System, Inc June 2010 - December 2011
Wells Fargo May 2008 - December 2009
Wells Fargo/Wachovia February 1998 - October 2007
Skills
Budgets, Vendor Management, Project Management, Finance, Forecasting, Corporate Finance, Training, Business Analysis, Information Technology, Variance Analysis
Education
Appalachian State University
Bachelor of Science, Business Administration; Accounting
Winthrop University
Master of Business Administration, Accounting and Business/Management
1st Advantage Mortgage April 2015 - Present
PMI Marketguide, LLC April 2011 - Present
Mortgage Master Inc April 2011 - April 2015
Montgomery Township Economic Development Commission January 2013 - May 2014
Investors Savings Bank September 2009 - April 2011
wells fargo December 2007 - September 2009
NRT and Acres Land Title Agency June 2007 - December 2007
Coldwell Banker Home Loans- PHH- Cendant Mortgage October 2002 - June 2007
Skills
Mortgage Lending, Mortgage, VA, First Time Home Buyers, Conventional, Loans, Banking, FHA, Public Speaking, FHA financing, Loan Origination, Condos, Residential Homes, Credit, Referrals, Real Estate, Mortgage Underwriting, Customer Satisfaction, Investment Properties, Finance, USDA, Certified Mortgage..., 203K, Construction Loans, Credit Analysis, Refinance, Mortgage Banking, Rates, Customer Service, Sales, Residential Mortgages, Reverse Mortgages, Sales Management, VA loans, Underwriting
Education
Arcadia University 1997 — 2000
Bachelor of Arts (BA), Health Admin, Finance
Greenville Technical College 1996 — 1997
Francis Marion University 1995 — 1996
hillcrest
Wells Fargo June 2014 - Present
Bank of America October 2012 - January 2014
Lake Norman Chrysler Dodge Jeep May 2011 - August 2011
Five Guys Enterprises April 2010 - August 2010
Skills
Banking, Time Management, Cross Selling, Spanish, Analysis, Team-oriented, Goal Oriented, Highly detail oriented, Bank Secrecy Act, Close Attention to..., Retail Banking, AML, Operational Risk, Bilingual-English/Spanis..., Spanish-speaking, Positive Team Player, Microsoft Excel, Microsoft Office, KYC, Customer Service, Microsoft Word, Cultural Awareness, International Business, International Trade, Business Analysis, SAR, Operational Due..., Fraud Detection, Credit Card Fraud, Teamwork, Research, Leadership, Event Planning, PowerPoint, Social Media
Education
Appalachian State University 2010 — 2014
Bachelor of Business Administration (BBA), International Business
Universidad Europea de Valencia 2012 — 2012
Study Abroad, Dirección y Creación de Empresas
Wells Fargo July 2014 - Present
Wells Fargo June 2012 - June 2014
Ideal Choice July 2011 - June 2012
State Farm February 2010 - July 2011
Cbeyond August 2009 - February 2010
Skills
Insurance, Commercial Insurance, Liability, Small Business, Networking, Leadership, Direct Sales, Customer Service, Analysis, Customer Retention, Marketing, Management, Sales, CRM, Cold Calling, Customer Satisfaction, Finance
Education
Appalachian State University 2001 — 2006
a B.S, Political Science
Wells Fargo November 2010 - Present
Skills
Banking, Leadership, Financial Analysis, Risk Management, Management, Portfolio Management, Financial Risk, Credit, Customer Service, Financial Services, Microsoft Office
Education
Philadelphia University 2003 — 2004
MBA, International Business
Arcadia University 1999 — 2003
BA, International Business/ Business Management
RBC Wealth Management October 2011 - Present
Wells Fargo January 2011 - October 2011
Wells Fargo June 2009 - January 2011
Education
Arizona State University 2006 — 2008
Bachelor of Business Administration (B.B.A.)
Whittier College 2004 — 2006
Holy Names University 2003 — 2004
Ingram Micro September 2012 - Present
Luna Malvada Tequila January 2012 - September 2012
Insight July 2010 - January 2012
Wells Fargo April 2008 - July 2010
Toll Brothers November 2004 - January 2008
Direct Alliance January 2003 - March 2004
Skills
Sales, Account Management, Direct Sales, Sales Management, Real Estate, Cold Calling, New Business Development, Lead Generation, Salesforce.com, Negotiation, Marketing, Customer Service, Solution Selling
Education
Arizona State University 2009 — 2011
BA, Business/Sociology
Professional Institute of Real Estate 2003 — 2004
Professional Institute of Real Estate, Arizona Real Estate License
Glendale Community College 2000 — 2003
AA, General Studies
WellPoint May 2014 - Present
Arapahoe Community College May 2012 - May 2014
Cesium Capital Consulting, LLC 2008 - 2011
GMAC-RESCAP August 2005 - March 2008
Allina Hospitals & Clinics January 2005 - December 2005
Americ Disc 2000 - 2004
Wells Fargo January 1998 - April 2000
Skills
Healthcare Information..., Business Analysis, Process Improvement, SDLC, Project Management, Health Insurance, Creative Problem Solving, Solution Implementation, Software Development, Change Management, Leadership, SharePoint, Vendor Management, Requirements Analysis, Business Process, Integration, Business Intelligence, Requirements Gathering, Software Documentation, Consulting, Business Process..., Access, Program Management, IT Management, Databases, Data Analysis, MS Project, Microsoft Excel, SQL, Quality Assurance, CRM, Team Leadership, Microsoft SQL Server, Project Planning, Management, Testing, Visio, HIPAA, Agile Methodologies, Microsoft Office, Strategy, Training
Education
Arapahoe Community College 2012 — 2014
Associate of Arts and Sciences (AAS), HIT (Health Information Technology), 3.95
University of Minnesota-Twin Cities 1994 — 1998
Business/Computer Science
Spearfish H.S.
Anthem March 2015 - Present
Sprint January 2014 - March 2015
Sprint January 2001 - October 2013
King Soopers 1994 - 2007
Wells Fargo 2003 - 2004
Skills
Real Time Monitoring, IEX Total View, Genesys, ICM, Genesys Framework, Workforce Planning, Strategic Planning, Scheduling, Customer Satisfaction, Workforce Management, Call Centers, Customer Service, Forecasting, Customer Relations, Team Leadership, Process Improvement, Telecommunications, Customer Retention, Management, Customer Experience, Vendor Management, Sales Process, Wireless, Cross-functional Team..., Leadership, Analysis, Business Analysis, Mobile Devices, Troubleshooting, Microsoft Office, Team Building, Project Management, Program Management, Microsoft Excel, Coaching, Outlook, Business Process..., Business Strategy, Department Development, SOP Authoring, SOP Development, Lync, Data Analysis
Education
Arapahoe Community College 2001 — 2009
Associate of Arts (A.A.), Political Science and Government
Colorado State University 1995 — 2000
None, Political Science and Government
Wells Fargo February 2011 - Present
Bank of North Carolina October 2008 - June 2010
Quizno's Franchise July 2005 - February 2010
Wachovia Bank March 2006 - October 2008
Skills
Payments, Cash Management, Banking, Electronic Payments, Commercial Banking, Risk Management, Treasury Services, Business Analysis, Strategic Planning, Treasury Management, Internet Banking, Financial Services, Portfolio Management, ACH, Credit, Relationship Management, Loans, Project Management, Financial Analysis, Product Management, Management, Financial Risk, Retail Banking, Credit Cards, Payment Systems
Education
Appalachian State University 1999 — 2002
MBA, Finance
Brigham Young University 1986 — 1991
BA, Theater Arts
Wells Fargo September 2010 - Present
Wells Fargo Business Credit May 2006 - October 2010
Wells Fargo Business Credit September 2002 - May 2006
Skills
Lines Of Credit, Credit, Loans, Asset Based Lending, Finance, Cash Flow, Accounts Receivable, Commercial Finance, Commercial Lending, Commercial Banking, Credit Analysis, Small Business Lending, Banking, Underwriting, Credit Risk, Portfolio Management, Cross Selling, Cash Management, Refinance, Relationship Management, Treasury Management, Financial Analysis, Analysis, Letters of Credit, Financial Risk, Accounting, Auditing, Financial Services, Financial Modeling
Education
Keller Graduate School of Management of DeVry University 2003 — 2008
Master's of Accounting and Financial Management, Certified Fraud Examiner Emphasis
Arizona State University 1998 — 2002
Bachelor of Science (B.S.), Finance, General
Alta Colleges May 2013 - Present
Alta Colleges August 2008 - May 2013
Loan to Learn, a Program of EduCap February 2004 - September 2007
Warren County Department of Social Services August 2003 - February 2004
Wells Fargo June 1996 - March 2003
Education
Regis University 2014 — 2016
Bachelor's Degree, Business Administration, Management and Operations
Regis University 2014 — 2016
Master's Degree, Organizational Leadership & Management
Arapahoe Community College 2011 — 2014
Associate of Arts (A.A.), Organizational Leadership, 4.0
Jeb Stuart High School 1990 — 1994
High School
Cameron M. Harris & Company November 2014 - Present
Wells Fargo Insurance Services September 2012 - November 2014
Wachovia June 2006 - September 2012
Wells Fargo July 2004 - June 2006
Skills
Banking, Risk Management, Underwriting, Insurance, Commercial Insurance, Property & Casualty..., General Insurance, Workers Compensation, Liability, Brokers, Casualty Insurance, Professional Liability, Management, Umbrella Insurance
Education
Appalachian State University 2000 — 2001
MBA
Appalachian State University 1995 — 1998
BSBA, Finance / Risk and Insurance
Wells Fargo September 2014 - Present
Aquesta Bank October 2006 - September 2014
SunTrust Bank May 2005 - October 2006
First Charter Bank February 2004 - May 2005
Wachovia Bank September 2002 - February 2004
First Union National Bank October 2000 - September 2002
DLJDirect July 1998 - September 2000
Skills
Commercial Lending, Portfolio Management, Financial Analysis, Business Relationship..., Credit Analysis, Loan Origination, Deposits, Lines Of Credit, Refinance
Education
Appalachian State University 1992 — 1996
JDA Software January 2015 - Present
GT Advanced Technologies August 2014 - October 2014
Wells Fargo May 2013 - August 2014
Microchip Technology October 2011 - May 2013
Mintec July 2011 - September 2011
Modular Mining Systems January 2011 - July 2011
Citation Technologies Inc July 2010 - August 2010
Carlisle Interconnect Technologies April 2010 - May 2010
Technitix - Information Design June 2008 - April 2010
Skills
Technical Writing, FrameMaker, Software Documentation, Technical Documentation, E-Learning, Instructional Design, RoboHelp, ADDIE, Captivate, Dreamweaver, Instructor-led Training, SnagIt, Flash, Technical Support, Editing, SCORM, Usability, Visio, System Administration, Photoshop, Manuals, HTML, Microsoft Office, PowerPoint, Learning Management..., Content Management, Web Content Management, Camtasia, Technical Communication, Content Development, User Experience, Employee Training, Blended Learning, Documentation, CSS, Windows, Technical Training, Web Design, Social Media, Adobe Acrobat, Customer Service, Word, Writing, Adobe eLearning Suite, Organizational..., Training Delivery, Articulate Studio, SharePoint, Multimedia, CMS
Education
Arizona State University 2010 — 2012
Master of Science in Technology (MS Tech), Graphic Information Technology
Arizona State University 2007 — 2009
Bachelor of Science (BS), Multimedia Writing & Technical Communication
East Valley Institute of Technology 2001 — 2002
Certificate of Completion (CCL), Computer Repair and Networking
Allstate Insurance Agency - Allstate Financial Services, LLC December 2014 - Present
JPMorgan Chase June 2013 - June 2014
Chase Investments January 2009 - June 2014
Wells Fargo November 2007 - January 2009
Morgan Stanley December 2006 - November 2007
Chase Investments November 2005 - December 2006
King University June 2004 - August 2005
Skills
Investments, Wealth Management, Asset Management, Banking, Financial Services, Finance, Series 7, Sales Management, Investment Strategies, Mutual Funds, International Business, Asset Managment, Series 63, Strategic Financial..., Financial Advisory, Securities, Management Consulting, Risk Management, Investment Advisory, Leadership, Retirement Planning, Insurance, Portfolio Management
Education
Argosy University 2008 — 2015
Doctorate of Business Administration, International Business
The Tuck School of Business at Dartmouth 2008 — 2008
Executive Education Certificate, Building High Performing Businesses
King University 2004 — 2005
Master of Business Administration (M.B.A.), International Business
King University 2000 — 2004
Bachelor’s Degree, International Business
Union County Public Schools September 2015 - Present
Charlotte-Mecklenburg Schools August 2012 - June 2015
Wells Fargo December 2008 - July 2010
Red F August 2007 - December 2007
Skills
Marketing, Spanish, Project Planning, Direct Marketing, Advertising, Marketing Communications, Media Planning, Direct Mail, Event Planning, Social Networking, Negotiation, Public Relations, Social Media, Public Speaking, PowerPoint
Education
UNC Charlotte 2010 — 2015
Masters, Spanish Language Teacher Education
Appalachian State University 2003 — 2007
B.S., Advertising and Graphic Arts
Wells Fargo June 2015 - Present
UBS Wealth Management January 2014 - May 2015
JPMorgan Chase July 2007 - December 2013
ABN AMRO Bank N.V. October 2005 - July 2007
Piraeus Bank October 2002 - June 2004
European Parliament October 2001 - April 2002
Skills
Fixed Income, Structured Products, Derivatives, Investments, Equities, Alternative Investments, Capital Markets, Risk Management, Investment Banking, Due Diligence, Corporate Finance, Asset Management
Education
London School of Economics and Political Science 2004 — 2005
Master of Laws (LLM), Banking, Corporate, Finance, and Securities Law
Université Robert Schuman (Strasbourg III) 2001 — 2002
European Erasmus Programme, EU Law
Aristoteleion Panepistimion Thessalonikis 1997 — 2002
Bachelor of Laws (LL.B.), Law
Wells Fargo 2014 - Present
Wells Fargo Bank, N.A. December 2010 - May 2014
Wells Fargo Bank, N.A. December 2009 - December 2010
Wells Fargo Bank, N.A. June 2007 - December 2009
Credit Suisse 2006 - 2007
Skills
Bloomberg, Calypso, Reuters, Markitwire, Credit Derivatives, Interest Rate..., FX Options, Counterparty Risk, Series 7, Fixed Income, VBA, Credit Risk, Derivatives, Capital Markets, Options, Swaps, Financial Analysis, Economics, Structured Products, Bloomberg Terminal, Market Risk, Quantitative Analytics, Financial Modeling, Risk Management
Education
Duke University - Fuqua School of Business
Master of Business Administration (MBA)
Appalachian State University
Bachelor of Science, Business Administration - Economics
Appalachian State University
Bachelor of Science, Political Science
Lifelock March 2013 - Present
ISSA 2013 - 2015
American Traffic Solutions October 2011 - February 2013
Early Warning Services December 2007 - October 2011
Early Warning Services October 2004 - December 2007
Early Warning Services October 2003 - October 2004
Wells Fargo October 1999 - April 2001
WELLS FARGO CORPORATION January 1999 - January 2001
Wells Fargo January 1999 - January 2001
Wells Fargo October 1992 - September 1999
Skills
Project Management, Program Management, Personnel Supervision, Budgets, Employee Management, Security Risk, Risk Management, Information Security, Information Security..., PCI DSS, Security, Business Continuity, Vendor Management, Security Compliance, CISSP, PMO, Process Improvement, Disaster Recovery, Computer Forensics, Business Analysis, Computer Security, SDLC, IT Audit, Security Policy, Security Awareness, ISO 27001, CISA, Incident Management, Data Security, IT Management, Software Documentation, Leadership, Vulnerability Management, FISMA, Business Process..., Information Technology, Analysis, CISM, COBIT, Security Management, Change Management, Penetration Testing, Network Security, Enterprise Software, Security Audits, Physical Security, Strategy, Vulnerability Assessment, Payment Industry, Management
Education
University of Phoenix
Bachelors, Business Management, Magna Cum Laude
Arizona State University
Bachelor's Degree in Business Management, Business Administration, Management and Operations
Bank of Colorado April 2012 - Present
Wells Fargo July 1989 - April 2012
Wilson Mortgage Company July 1987 - June 1989
United Banks of Colorado June 1982 - July 1987
William C. Stover, Attorney April 1974 - December 1981
Skills
Customer Service, Commercial Lending, Credit, Loans, Banking, Leadership Development, Small Business Lending, Mortgage Lending, Microsoft Excel, Credit Analysis, Microsoft Office, Mortgage Banking, Management, Real Estate, Loan Origination, Lines Of Credit
Education
Colorado State University 1977 — 1981
B.S., Real Estate/Finance
Arapahoe Community College 1975 — 1976
Certificate, Paralegal
Poudre High School 1972 — 1975
Univita Health Inc July 2012 - Present
USBank May 2010 - April 2012
The International School of Minnesota January 2003 - November 2010
Wells Fargo April 1997 - July 2002
Hartford Life February 1980 - March 1996
Skills
Business Analysis, IT Management, Application Development, SDLC, Vendor Management, Integration, Requirements Analysis, IT Strategy, Enterprise Architecture, Disaster Recovery
Education
University of Minnesota-Twin Cities 1985 — 1987
Mathematics and English
Arapahoe Community College 1979 — 1980
Computer Programming
Hastings College 1975 — 1978
Physics, Mathematics
Wells Fargo March 2014 - Present
Wells Fargo 2009 - March 2014
Wells Fargo 2006 - 2009
High Country Bank June 2004 - May 2006
Skills
Equities, Financial Analysis, Data Analysis, Auditing, Loans, Internal Controls, Accounting, Asset Management, Sarbanes-Oxley Act, Finance, Financial Modeling, Insurance
Education
Appalachian State University 2005 — 2006
MBA
Appalachian State University 2001 — 2005
Business, Finance & Insurance
Wells Fargo June 2002 - Present
Wells Fargo Investment & Fiduciary Services 1999 - Present
Wachovia Bank March 1993 - June 2002
Wachovia Bank February 1989 - March 1993
BB&T July 1980 - February 1989
Belk Stores Services June 1978 - July 1980
Skills
Investments, Financial Services, Risk Management, Banking
Education
Appalachian State University 1974 — 1978
Bachelor, Business Administration
Wells Fargo February 2011 - Present
Wells Fargo August 2004 - February 2011
Skills
Banking, Loans, Credit, Mortgage Lending, Consumer Lending, Mortgage Banking, Loan Origination, Small Business Lending, Retail Banking, Relationship Management, Risk Management, Insurance, Customer Service, Process Improvement, Cross Selling, Commercial Banking, Branch Management
Education
Appalachian State University 1999 — 2004
B.S. in Business Administration in Information Systems, Computer and Information Systems Security/Information Assurance
Wells Fargo 2014 - Present
Wells Fargo 2013 - 2014
Wells Fargo 2009 - 2013
Wells Fargo 2006 - 2009
The Intersection May 2004 - May 2005
Paul Byker & Associates 2004 - 2005
Aquinas College 2003 - 2004
Grand Rapids Hoops 2002 - 2003
Grand Rapids Hoops June 2000 - June 2002
Skills
Critical Thinking, Consumer Lending, Public Speaking, Data Analysis, Event Planning, Research, Non-profits, Financial Analysis, Risk Management, Student Affairs, Fundraising, Organization &..., Communication, Compliance, Leadership, Management, Team Building, Workshop Facilitation, Internal Controls, Operational Risk..., Public Relations, Financial Risk, Financial Services, Leadership Development, Program Management, Marketing, Finance, Strategy, Analysis, Coaching, Operational Risk, Change Management, Process Improvement, Policy, Project Management
Education
College of St. Catherine 2011 — 2012
Certificate of Advance Leadership Studies, Organizational Leadership
Aquinas College 1996 — 2000
Bachelor of Science, Sports Management/Business Administration
Wells Fargo August 2015 - Present
Wells Fargo February 2010 - July 2015
Smith Barney August 2008 - December 2008
Capital Planning Advisory Group, Inc. January 2008 - December 2008
Skills
Credit Analysis, Risk Management, Strategic Financial..., Underwriting, Portfolio Management, Estate Planning, Insurance, Tax, Microsoft Office, Banking, Management, Financial Analysis, Credit, Loans, Finance, Mortgage Lending
Education
Florida International University 2015 — 2016
Master of Business Administration (MBA), MBA
Holy Family University 2006 — 2008
Bachelor of Arts, Finance
Arcadia University 2004 — 2006
English, Business
Abington Friends School 2000 — 2004
Wells Fargo July 2015 - Present
Wells Fargo July 2011 - Present
Wachovia March 2009 - July 2011
Charlotte Regional Realtors Association 2007 - 2008
Carolina Panthers 2003 - 2005
Skills
Sales, Marketing, Accounting, Recruiting, Budget, Customer Service, Real Estate, Project Management, Access, Leadership, CRM, Social Media, Event Management, Analysis, Microsoft Excel, Banking, Social Media Marketing
Education
Appalachain State University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Marketing
Appalachian State University 1999 — 2003
BSBA, Marketing
Biosyntrx, Inc. October 2007 - Present
Wells Fargo 2003 - 2007
Richmond American Homes - Mortgage Division 2001 - 2003
Davidson Financial - Richmond Homes 1998 - 2003
California Casualty Management Company 1996 - 1998
Acura 1993 - 1995
Hurlbut Corp. Pump Mart 1986 - 1993
Skills
Customer Service, Team Building, Credit, Strategic Planning, Sales, Marketing, Forecasting, Leadership, Budgets, Sales Management, Healthcare, Customer Satisfaction, Public Speaking, Marketing Strategy, Coaching, Management
Education
Marymount / Kansas State University / University of Colorado 1985 — 1990
Bachelor’s Degree, Business
Abilene High School 1981 — 1985
High School
Arapahoe Community College
Funeral Service and Mortuary Science
Wells Fargo September 2013 - Present
Wells Fargo November 2008 - August 2013
SouthTrust Bank 1999 - 2005
BB&T April 1995 - October 1999
Skills
Retirement, Marketing, Business Development, Social Media, Marketing Communications, 401k, Online Advertising, Email Marketing, Financial Services, Mutual Funds, Direct Marketing, Series 7, Retirement Planning, Banking, Series 63, Advertising, Campaign Managment
Education
Appalachian State University 1990 — 1994
Bachelor's of Science, Communications/Public Relations
Merrill Lynch October 2013 - Present
Wells Fargo August 2005 - October 2013
VANGUARD GROUP June 2004 - August 2005
Skills
Leadership, Sales, Banking, Small Business Lending, Portfolio Management, B2B, Customer Service, Coaching, Mergers & Acquisitions, Finance, Management, Credit, Financial Services, Retail Banking
Education
Appalachian State University 2000 — 2004
Double Major Finance and Banking; Risk Management and Insurance
Appalachian State University
Wells Fargo October 2012 - Present
Wells Fargo June 2011 - October 2012
Glisan Insurance Agent (Exclusive agent of Horace Mann Company) December 2009 - June 2011
Pulte Homes 2006 - 2009
Deltacom 2004 - 2005
Skills
Customer Service, Customer Satisfaction, Budgets, Cold Calling, Management, Direct Sales, Treasury Management, Relationship Management, Project Management, Communication Skills, Analysis, Financial Analysis, Insurance
Education
Appalachian State University 1999 — 2002
B.S., Health, Leisure, and Exercise Sciences
Lenoir-Rhyne University
Wells Fargo August 2012 - Present
Skills
Mortgage Lending, FHA, Refinance, VA loans, USDA, Mortgage Banking, Loans, Loan Origination, FHA financing, Government Loans, Residential Mortgages, Non-Conforming, Construction Loans, Credit, Home Equity Lines of..., Consumer Lending, Home Equity, Credit Analysis, Lines Of Credit, Home Equity Loans
Education
Appalachian State University 1998 — 2002
Bachelor's degree, Business Administration and Management, General
JP Morgan Chase October 2011 - Present
JP Morgan Chase September 2010 - October 2011
Wells Fargo July 2008 - September 2010
Wells Fargo Financial June 2006 - July 2008
East Valley Tribune March 2006 - June 2006
Sears Holdings Corporation August 2005 - March 2006
Skills
Financial Analysis, Finance, Banking, Financial Modeling, Data Analysis, Financial Reporting, Microsoft Excel, Variance Analysis, Essbase, Business Intelligence, Credit Analysis, SAP, Loans, Portfolio Management, PowerPoint, Risk Management, Process Improvement, Financial Statements, Student Loans, Business Analysis, Forecasting, Cost Accounting, Excel, Hyperion Enterprise, Budgets, Microsoft Word, Oracle SQL, Collections, Word, Statements, Print, Auto Finance, Student Lending
Education
Arizona State University 2009 — 2010
Masters of Business Administration, Operations and Supply Chain Management
Arizona State University 2001 — 2005
Bachelor of Science, Finance
Wells Fargo July 2015 - Present
Deloitte Corporate Finance June 2013 - July 2015
McColl Partners September 2012 - June 2013
Bank of America March 2010 - March 2012
Bank of the Ozarks - Charlotte, NC LPO November 2004 - December 2009
SouthTrust Bank May 2001 - November 2004
Skills
Banking, Commercial Banking, Contract Negotiation, Credit, Portfolio Management, Credit Analysis, Loans, Business Development, Commercial Mortgages, Commercial Lending
Education
Appalachian State University 1991 — 1995
Bachelor of Arts, English
West Charlotte High School
Merrill Lynch June 2014 - Present
Wells Fargo July 2013 - June 2014
Merrill Lynch May 2007 - June 2013
Hewitt Associates March 2005 - May 2007
Dljdirect/CSFBdirect/Harrisdirect/Etrade June 2000 - August 2005
Skills
Financial Services, Series 7, Fixed Annuities, Asset Management, Trading, Term Life Insurance, Series 63, Health Insurance, Mutual Funds, Wealth Management, Securities, Retirement Planning
Education
Appalachian State University 1995 — 1999
Bachelor of Science (BS), communications- Advertising
Truven Health Analytics 2015 - Present
Wells Fargo June 2012 - 2015
TransUnion Rental Screening Solutions April 2011 - April 2012
CoWest South Metro dba: All Lines Insurance Agency, LLC August 2009 - March 2011
Pine Grove Animal Hospital June 2006 - August 2009
Self-Employed August 2007 - May 2009
Skills
Proficient in Microsoft..., 10 Key, Multiple Phone Lines, Citrix, Mail Sorting, Collections, Accounting, LexisNexis, Salesforce.com, Type 80-90 wpm, Dictation, Analysis, Process Improvement, Operations Management, PABX, Customer Service, Call Centers, Management, Training, Medical Transcription, Team Leadership, Outlook
Education
Arapahoe Community College 2013 — 2014
Dual Certificates in Project Management and Business Administration, Project Management and Business Administration
Insight Schools of Colorado 2009 — 2010
Diploma with Honors
Ponderosa High School
Wells Fargo December 2012 - Present
Wells Fargo October 2010 - December 2011
Ryerson September 2008 - October 2010
Scherer Bros. Lumber Co. April 2000 - March 2008
Skills
Inventory Management, Customer Service, Forklift Operator, SAP, Shipping, Team Management, Microsoft Office, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Sales, Strategic Planning
Education
Argosy University 2007 — 2009
Masters, Business Administration; Marketing and Management
University of Wisconsin-River Falls 2005 — 2007
Basic Classes, Accounting
University of St. Thomas 1996 — 2000
BA, History/Political Science
Wells Fargo June 2011 - Present
Bank of America April 2011 - June 2011
US Bank September 2010 - January 2011
Enterprise Rent-A-Car October 2007 - September 2010
Education
Appalachian State University 2007 — 2010
Business Management
Wells Fargo September 2012 - Present
Skills
Credit, Loans, Mortgage Lending, Banking, Mortgage Banking, Financial Analysis, Credit Analysis
Education
Arcadia University 1996 — 2000
Bachelors, Business Administration
ITESM 1995 — 1996
International Negotiations
Bond University
International Business
Phoenixville Area High School
Valley Forge Military Academy & College
College Prep
Salem College August 2015 - Present
Wells Fargo September 2010 - Present
Wells Fargo June 2004 - September 2010
Wachovia Bank, NA August 2002 - June 2004
Southern Community Bank and Trust (Now Capital Bank) October 2001 - August 2002
Skills
Banking, Real Estate, Credit, Credit Analysis, Investments, Loans, Portfolio Management, Risk Management, Finance, Commercial Real Estate, Financial Analysis, Underwriting
Education
Appalachian State University 1993 — 1995
MBA, Finance
University of North Carolina at Wilmington
Bachelor's Degree, Counseling Psychology
Select Staffing June 2012 - Present
Wells Fargo May 2009 - December 2011
Buncombe County Board of Education May 2008 - May 2009
Wachovia Bank January 2005 - August 2007
Skills
Fluent in Spanish, Microsoft Office..., Department Startup, Training and Development
Education
Appalachian State University 2004 — 2008
Bachelor's of Arts, English
Wells Fargo Securities Ops Service SpecWells Fargo Wealth ManagementJanuary 2009 - March 2011
Wells Fargo March 1998 - November 2008
Wells Fargo March 1996 - March 1998
Education
Strayer University 2005 — 2012
Bachelor of Science, Accounting
Appalachian State University 1975 — 1977
Bachelor of Arts, Sociology
JPMorgan Chase & Co. February 2015 - Present
US Banccorp March 2014 - Present
Wells Fargo May 2012 - March 2014
Nationwide Tax Service October 2011 - April 2012
Skills
Accounting, Customer Service, Financial Analysis, Microsoft Excel, Financial Reporting, Microsoft Office, Tax, Tax Preparation, QuickBooks, PowerPoint, Strategic Financial..., Microsoft Word, Financial Accounting, Accounts Receivable, Auditing, Accounts Payable, Loans, Banking, Finance, Credit, Cash Management, Account Reconciliation
Education
Arapahoe Community College 2011 — 2014
Associate's degree, Accounting and Finance
Bank of America January 2012 - Present
Wells Fargo September 2010 - April 2012
Wells Fargo January 2010 - January 2012
Ocwen Financial Corporation September 2006 - September 2008
Ocwen Financial January 2006 - January 2008
Skills
Strong verbal and..., ability to learn quickly, self motivated, excellent team player, focus on detail that..., , excellent at..., LPS System, Proficient in Microsoft...
Education
University of Phoenix 2004 — 2007
Aquinas College 1988 — 1994
University of Phoenix
Bachelor's of Science Degree, Business Management
United States Army June 2012 - Present
Wells Fargo February 2009 - October 2011
Esperanza Academy Charter High School August 2006 - October 2008
Skills
Spanish, Microsoft Office, Spanish-speaking, Foreign Languages, PowerPoint
Education
La Salle University 2007 — 2009
Master of Arts (MA), Bilingual and Bicultural Studies
Arcadia University 2002 — 2006
Bachelor of Arts (B.A.), Spanish Language and Literature
Manning & Company PC February 2008 - Present
Manning & Company PC February 2008 - Present
J.D. Edwards 1997 - 1999
Wells Fargo 1981 - 1992
Skills
Accounting & Tax Prep, Bank Operational Auditor, Bank Operations Auditor, Quality Assurance..., Tax Returns
Education
UNC Greeley, CO 1976 — 1979
Bachelor of Science (B.S.), Mathematics Education
Arapahoe Community College
Accounting and Banking
Wells Fargo March 2014 - Present
Wells Fargo August 2008 - March 2014
Wachovia 2007 - 2008
EquiFirst 2003 - 2007
Skills
Banking, Financial Analysis, Portfolio Management, Financial Modeling, Investments, Credit, Risk Management, Equities, Loans, Valuation, Business Analysis, Credit Analysis, Mortgage Banking, Financial Risk, Loan Servicing
Education
Appalachian State University 1999 — 2003
Bachelor's degree, Criminal Justice
EcoMark Solar October 2014 - Present
Wells Fargo May 2015 - Present
AMC Theatres April 2011 - October 2014
City of Littleton July 2010 - August 2010
Skills
Cash Handling, Telephone Skills, Customer Service, Microsoft Office, Film, Training, Microsoft Word, Microsoft Excel, Sales
Education
Arapahoe Community College 2013 — 2015
Heritage High School 2009 — 2013
High School Diploma
Press Ganey April 2010 - Present
UTC Technolgoy October 1999 - November 2002
Wells Fargo February 1997 - October 1999
Skills
Employee Benefits, Leadership, Benefits Administration, Insurance, Analysis, Customer Service, Process Improvement, Management, Onboarding, Team Building
Education
Appalachian State University 1990 — 1994
BS of Science, Psychology concentration in Human Resources