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
CSX April 2014 - Present
Wells Fargo January 2013 - April 2014
Wells Fargo April 2011 - January 2013
Wells Fargo July 2008 - April 2011
Rack Room Shoes September 2004 - August 2008
Skills
Banking, Customer Service, Retail Banking, Service Management, Change Management, Credit, Project Management, Management, Service Delivery, Process Improvement, Team Leadership, Business Analysis, Human Resources, Call Centers, Training, Sales, Leadership, Public Speaking
Education
Nova Southeastern University 2010 — 2013
Master of Science (MS), Human Resources Management
University of Florida 2003 — 2007
Bachelor of Arts (B.A.), Sociology
Wells Fargo July 2014 - Present
BB&T January 2013 - Present
First Citizens Bank August 2011 - December 2012
Business Banker: JPMorgan Chase Bank October 2007 - July 2010
Wells Fargo Bank September 2005 - September 2007
Wells Fargo May 2000 - October 2000
Skills
Small Business Lending, Commercial Banking, Commercial Lending, Loans, Credit, Credit Analysis, Banking, Commercial Mortgages, Lines Of Credit, Treasury Management, Retail Banking, Mortgage Lending, Portfolio Management, Asset Based Lending, Underwriting, Cash Management, Loan Origination, Cross Selling, Treasury Services, Credit Risk, Relationship Management, Finance, Sales, Financial Services
Education
Notre Dame de Namur University 2000 — 2003
MBA, International Marketing
Notre Dame de Namur University 1996 — 2000
BS, International Business/Business Adm
Ecole Internationale Chateau Monti-Choisi, Lausanne, Switzerland 1986 — 1996
Diploma, High School/ Elementary School
Nova Southeastern University February 2014 - Present
Nova Southeastern University March 2012 - February 2014
Wells Fargo June 2010 - March 2012
Skills
Data Entry, Outlook, Leadership, Microsoft Office, Training, Finance, Banking, Customer Service, Microsoft Word, Accounting, Human Resources, PowerPoint, Microsoft Excel, Microsoft Access, Banner, 10 Key, Internet, Selection, Project Management, Management, Business Communications, Information Systems, Team Building, Sales, Employee Training, Cross Selling, Teller Operations, Retail Banking, Operations Management, CRM, Performance Management, Recruiting, Data Analysis, Access, Collections, Accounts Receivable, Quality Control, Microsoft Project, Student Financial Aid
Education
Nova Southeastern University 2012 — 2016
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General
Nova Southeastern University 2009 — 2011
Bachelor's Degree, Business Administration
Wells Fargo Commercial Bank July 2015 - Present
President of the Corporate Finance Club at RBS August 2013 - May 2015
Wells Fargo June 2014 - August 2014
JPMorgan Chase February 2011 - November 2012
JPMorgan Chase December 2009 - February 2011
Independent Agent July 2006 - November 2009
Skills
Finance, Investments, Mutual Funds, Fixed Income, Securities, Portfolio Management, Sales, Investment Advisory, Life Insurance, Fixed Annuities, Wealth Management, Series 7, Bloomberg, Equities, Financial Modeling, Staff Development, Risk Management, Client Development, Manage Client..., Employee Engagement, Employee Recognition, Portfolio Optimization, Quantitative, Communication, Communication Skills, Risk Assessment, Variable Annuities, Annuity Sales, AML, Financial Analysis, Credit, Microsoft Excel, Microsoft Office
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2015
Master of Business Administration (MBA) candidate, Finance and Global Business
Nova Southeastern University 2004 — 2007
Bachelor of Science (BS), Business Administration and Management, General
PepsiCo December 2014 - Present
PepsiCo May 2013 - December 2014
PepsiCo February 2013 - May 2013
PepsiCo August 2011 - February 2013
Unilever June 2010 - August 2010
Wells Fargo September 2006 - July 2009
Wells Fargo March 2006 - September 2006
Wells Fargo July 2004 - March 2006
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Forecasting, Finance, Management, Strategic Planning, Analysis, Negotiation, Analytics, Strategy, Cross-functional Team..., Portfolio Management, P&L Management
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Finance, Marketing, Management & Organizations
University of Illinois at Urbana-Champaign - College of Business 2000 — 2004
BS, Finance, Accountancy
SugarCRM October 2014 - Present
SugarCRM March 2013 - Present
HPM Networks August 2010 - December 2012
SoftNet Solutions July 2008 - August 2010
Wells Fargo January 2006 - March 2008
Argus International Ltd. January 2001 - August 2005
Skills
Cloud Computing, Solution Selling, Private Cloud, Enterprise Software, Storage, SaaS, Channel, Consultative Sales..., Relationship Management, Closing Business, Contract Negotiation, C-Level Relationships, Salesforce.com, Direct Sales, New Business Development, Sales Cycle Management, Managing Complex Sales, Forecasting, Prospecting New Accounts, Pipeline Development, Sales Presentations, Managing Vendor..., Strategic Account..., Sales Operations, Data Center, Security, VMware, HP, Virtualization, Networking, Channel Partners, Servers
Education
Notre Dame de Namur University 2010 — 2013
Master of Business Administration (MBA), Business Administration and Management, GPA 3.89
Sonoma State University 2004 — 2007
Bachelor of Science (BS), Business Administration - Marketing Emphasis
St. Francis High School 1990 — 1994
Wells Fargo March 2012 - Present
University of Denver April 2009 - March 2012
Freelance Human Resources Project Manager May 2006 - March 2009
Skills
Human Resources, Workforce Planning, Leadership, Recruiting, Employee Relations, Team Building, Onboarding, Payroll, Talent Management, Succession Planning, Project Planning, Organizational..., Performance Management, Financial Analysis, Strategic Financial..., Management, Public Speaking, Personal Financial..., Equity Trading, Trading Strategies, Equity Research, Bonds, Technical Analysis, Money Management, Securities, Wealth Management, Banking, Investment Management, Investment Strategies, Wealth
Education
Norwich University 2010 — 2012
Master's Degree, History, M.A
Colorado College 2002 — 2006
Bachelor of Arts (B.A.), History
Arapahoe High School 1998 — 2002
General, 9-12
Citi January 2015 - Present
Bank of America March 2014 - December 2014
Wells Fargo July 2011 - March 2014
BNY Mellon August 2008 - June 2011
Homeport Restaurant May 2003 - September 2007
Skills
Investments, Financial Services, Finance, Loans, Mortgage Lending, Investment Management, Risk Management, Uniform Combined State..., Wealth Management, Financial Analysis, Credit, Private Banking, Management, Mortgage Banking, Private Equity, Mutual Funds, Banking, Asset Allocation, Underwriting, Commercial Banking, Credit Analysis, Loan Origination, Portfolio Management, Commercial Mortgages, Strategic Financial..., Residential Mortgages, Microsoft Excel, Securities, Financial Modeling, Asset Management, Retirement Planning, Strategic Planning, Wealth Management..., Real Estate, Series 63, Relationship Management, Credit Risk, Refinance, Due Diligence, Sales, Alternative Investments, Commercial Lending, Bloomberg, Investment Strategies, Series 7, Investment Advisory, Equities, Small Business Lending, Fixed Income, Investment Properties
Education
University of Southern Maine 2006 — 2008
Business Administration, Business
Norwich University 2003 — 2005
Business
Carrabassett Valley Academy 1998 — 2002
PrimeLending March 2015 - Present
NOLA Lending Group July 2014 - February 2015
Sente Mortgage July 2013 - June 2014
Capital One Home Loans April 2012 - July 2013
Capital One Home Loans February 2010 - April 2012
Wells Fargo January 2009 - February 2010
Wells Fargo June 2006 - January 2009
Chase August 2003 - August 2004
Washington Mutual September 2002 - May 2003
Education
Northwood University-Texas 2004 — 2009
Bachelor of Business Administration, Management, Finance and Banking
Palantir Technologies May 2014 - Present
Growth and Learning Opportunities July 2012 - May 2014
CornerStone Staffing Solutions, Inc. September 2010 - July 2012
Beyond Academics, Inc. May 2009 - September 2010
New Mozart School of Music January 2008 - June 2009
Wells Fargo March 2004 - February 2007
Skills
Data Entry, Outlook, Event Planning, Microsoft Word, Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Time Management, Administrative..., Research, Office Management, Teamwork, System Administration, Editing, Teaching, Event Management, Leadership, Payroll, Administrative..., Travel Arrangements, Supply Management, Executive Support, Employee Relations, Supply Ordering
Education
Notre Dame de Namur University 2007 — 2009
Bachelor of Arts (B.A.), English Language and Literature, General
Universal McCann July 2014 - Present
Swift Auto Tech January 2010 - September 2013
Universal McCann September 2013 - July 2014
Wells Fargo October 2012 - October 2013
Wells Fargo March 2013 - September 2013
Asian and Pacific Islander Wellness Center October 2011 - August 2012
The Elephant Bar Restaurant August 2007 - October 2011
Skills
Customer Service, Leadership, Marketing Strategy, Social Media Marketing, Microsoft Excel, Public Speaking, Microsoft Office, Social Media, Fluent in Cantonese, Blogging, Microsoft Word, PowerPoint, Leadership Development, Training, Restaurant Management, Wordpress, Small Business, Networking, Recruiting, Cantonese, TESOL Certified, Travel Writing, Adventure Travel, Podcasting
Education
San Jose State University 2002 — 2008
Bachelor Degree, Business Marketing
The Nottingham Trent University 2006 — 2007
Bachelor Degree, International Business Administration
STIZZiL May 2012 - Present
Vector Marketing January 2011 - Present
Wells Fargo December 2013 - August 2015
Nor Cal Lacrosse Club June 2013 - August 2015
STIZZiL 2012 - 2012
Safeway January 2007 - January 2009
Education
Notre Dame de Namur University 2008 — 2012
Bachelor of Business Administration (B.B.A.), International Business
Notre Dame de Namur University
International Business
University of Washington
Citizens Bank August 2014 - Present
Charter One Bank September 2010 - Present
Wells Fargo May 2009 - September 2010
Enterprise Rent-A-Car May 2008 - September 2008
Skills
Banking, Commercial Banking, Consumer Lending, Credit, Credit Analysis, Customer Service, Loans, Mortgage Lending, Retail Banking, Sales, Customer Retention, Finance, Insurance, Customer Satisfaction, Loan Origination, Home Equity Lines of..., Home Equity Loans, Branch Banking, Relationship Management, Internet Banking, Time Management, Leadership, Marketing
Education
Northwood University 2004 — 2008
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Veterans Affairs July 2015 - Present
Wells Fargo July 2013 - July 2015
MOAA December 2011 - June 2012
Army National Guard April 2002 - April 2012
Florida Counterdrug January 2010 - September 2010
S DAVID HICKS CPA January 2008 - April 2009
Skills
Bilingual, Data Entry, Filing, billing, Bookkeeping, Accounting, Microsoft Excel, Microsoft Word, Access, PowerPoint, Outlook, QuickBooks, Training, Time Management, Teamwork, Accounts Payable, Invoicing, Leadership, Human Resources, Customer Service, Microsoft Office
Education
Norwich University 2011 — 2011
Masters of Arts, Diplomacy (MDY); Conflict Management
University of North Florida - College of Business Administration 2006 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General
Palm Beach State College 2005 — 2006
Associate of Arts (A.A.), Accounting
Sprint March 2012 - Present
Verizon Wireless October 2009 - March 2012
Wells Fargo June 2008 - September 2009
First Class Mortgage April 2006 - January 2008
Skills
Team Building, Direct Sales, Customer Satisfaction, Customer Service, Wireless, Recruiting, Customer Experience, Training, Telecommunications, Vendor Management, Management, Account Management, Cross-functional Team..., Customer Retention, Event Management, Leadership, B2B, Coaching, Hiring, Mobile Devices, Sales Presentations, Selling, Solution Selling, New Business Development, M2M, Quotas, Product Marketing, Negotiation, Interviews, Inventory Management, Marketing, Product Management, Sales Operations, Sales Process, Sales Management, Team Leadership, Cold Calling, Salesforce.com, Managed Services, Retail, Call Centers, Strategic Planning, Marketing Strategy, Business Development, Program Management, Mobile Technology, Employee Training, Strategy, Contract Negotiation, Sales
Education
Northwood University 2000 — 2002
BS, Banking/Finance Mangement
West covina high school 1997 — 2000
Diploma, College
Dell January 2015 - Present
Dell May 2013 - January 2015
Wells Fargo November 2012 - May 2013
GDC FINANCIAL GROUP August 2011 - December 2012
NEW YORK LIFE August 2010 - August 2011
Skills
Sales, Customer Service, Training, Employee Benefits, Insurance, Advertising, Negotiation, Retail, Cold Calling, Customer Retention, Recruiting, Life Insurance, New Business Development, Time Management, Marketing Strategy, Customer Satisfaction, Strategic Planning, Start-ups, Budgets, Analysis, Banking, Account Management, Small Business, Marketing, Sales Management, Pricing, Salesforce.com, Enterprise Storage, Networking, Dell PowerEdge Servers, Finance, Leadership, Selling, Direct Sales, Management, Team Building, Employee Training, Business Development, Strategy, Business Planning, Sales Operations, Team Leadership, CRM, Forecasting, Sales Process
Education
The University of Connecticut 2000 — 2001
Norwalk Community College 1989 — 1991
Wells Fargo August 2010 - Present
Cablevision July 2009 - February 2010
Base - Line December 2003 - August 2008
Skills
Banking, Call Centers, Credit, Customer Experience, Customer Retention, Customer Service, Outlook, Retail Banking, Sales
Education
Norwalk Community College 1987 — 1988
Business, Management, Marketing, and Related Support Services
Commercial Real Estate Firm January 2014 - Present
Wells Fargo September 2012 - December 2013
SunTrust Bank 2005 - 2007
SunTrust Bank 2004 - 2005
Southern National Bank 2000 - 2004
B&I Lending 1999 - 2000
Skills
Financial Analysis, Finance, Portfolio Management, QuickBooks, Cash Flow Forecasting, Strategic Financial..., Budget Forecasts, Cost Control, Financial Risk, Accounts Payable, Accounts Receivable, Analyze Financial..., Operating Budgets, Legal Compliance, Commercial Banking, Financial Statement..., Accounting, Financial Planning
Education
Nova Southeastern University 2002 — 2003
Master of Business Administration (M.B.A.), Value-Driven Management Curriculum
University of Florida 1995 — 1999
Bachelor of Arts (B.A.), Communication Sciences
Gold's Gym Gilroy September 2011 - December 2012
Barnes & Noble November 2008 - April 2011
Wells Fargo September 2005 - November 2008
Gold's Gym/McCall Gym Group October 2000 - May 2005
Skills
Fine Art, Fine Art Photography, Graphic Design, Adobe Illustrator, Fitness Training, Sales, Customer Service, Customer Satisfaction, Billing Systems, Membership Relations, Operations Management
Education
Notre Dame de Namur University 2012 — 2015
Master's degree, Art Therapy/Therapist
San Jose State University 1998 — 2005
Bachelor of Fine Arts (B.F.A.), Art/Art Studies, General
Clark County School District April 2013 - Present
St. Rose Sleep Diagnostic Center October 2012 - December 2012
Bayer HealthCare November 2007 - September 2012
Community Bank of Nevada November 2006 - November 2007
Wells Fargo October 1998 - November 2006
Skills
Pharmaceutical Sales, Sales Effectiveness, Pharmaceutical Industry, OB/GYN, Retail Banking, Elementary Education, Sales Management, Marketing, Healthcare
Education
Nova Southeastern University 2010 — 2013
Master's of Science, Elementary Education
UNLV 1999 — 2005
Bachelor of Science (B.S.), Business Administration/Marketing
Commerce Bank January 2015 - Present
Bank of Oklahoma August 2011 - Present
Wells Fargo September 2005 - October 2010
Toyota Financial Services January 2002 - December 2004
Skills
Consumer Lending, Credit, Retail Banking, Human Resources, HR Start-up, Recruiting, Interviews, Employee Benefits, Personnel Management, New Hire Orientations, Leadership, Management, Finance, Temporary Placement, Banking, Customer Service, Small Business Lending
Education
College of Notre Dame of Maryland
Tulsa Community College
Human Resources Management/Personnel Administration, General
Randstad September 2014 - Present
Randstad September 2013 - September 2014
Hooper Holmes, Inc. 2012 - September 2013
Hooper Holmes October 2011 - 2012
Wells Fargo 2007 - 2010
Braman, Inc. 2004 - 2007
Skills
Insurance, Health Insurance, Account Management, Sales, Cold Calling, Customer Service, Building Relationships, Sales Management, New Business Development, Sales Operations, Customer Satisfaction, Business Development, Team Building, Selling, Management, Training, Negotiation, Forecasting, Marketing Strategy, Recruiting, Marketing, Budgets, Performance Management, Coaching, Relationship Building, Project Management
Education
Pfeiffer University 2010 — 2011
Master of Business Administration (MBA), 3.5
Northwood University-Florida 2002 — 2005
Bachelor of Business Administration (B.B.A.), Marketing, 3.4
Wells Fargo July 2014 - Present
Oregon City High School Lacrosse September 2013 - Present
Mt. Hood Meadows Ski Resort December 2012 - January 2015
U.S. Bank June 2013 - July 2014
Lake Oswego High School Lacrosse May 2009 - August 2013
RiverPlace Athletic Club September 2012 - June 2013
All Star Fitness October 2011 - September 2012
24 Hour Fitness September 2008 - May 2011
Sling It! Lacrosse Copmany January 2006 - May 2008
Skills
Retail, sales, Social Networking, Microsoft Office, Microsoft Excel, Microsoft Word, Fitness, Nutrition, Sales Management, Sales Operations, Direct Sales, Sales Process, Weight Training, Weight Loss, PowerPoint, Problem Solving, Customer Service, Sales, Training, Social Media, Time Management, Sports
Education
Notre Dame de Namur University 2004 — 2009
BA, Liberal Studies, Communications
Video Images Productions May 1989 - Present
Wells Fargo Bank March 1988 - September 1989
Wells Fargo March 1987 - March 1988
Skills
Video, Photography, Videography, Video Editing, Entertainment, Video Production, Documentaries, Digital Video, Media Production, Sound, Live Events, Editing, Radio, Production Managment, Music, Avid, Theatre, Television, Weddings, Corporate Events, Magazines
Education
Notre Dame 1961 — 1963
St Charles & St John
Wells Fargo May 2008 - Present
Skills
Commercial Banking, Portfolio Management, Credit, Credit Analysis, Loans, Risk Management, Banking, Mortgage Lending, Financial Analysis, Commercial Lending
Education
Northwood University-Florida 2000 — 2002
Bachelor of Business Administration (BBA), Business Administration and Management, General
McKinsey & Company August 2015 - Present
US Bank August 2009 - March 2015
Citizens Financial Group November 2007 - August 2009
Wells Fargo December 2003 - November 2007
Xoriant October 2002 - November 2003
Providian Financial May 1999 - March 2002
CSC Index Management Consulting September 1991 - May 1999
Skills
Direct Marketing, E-commerce, Online Marketing, Consumer Lending, Deposits, Mobile, Internet
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MBA
The University of Michigan 1982 — 1986
BSCE
MidCountry Bank 2013 - 2015
National Bank of Commerce 2011 - 2012
US Bank 2007 - April 2011
Wells Fargo 2003 - 2007
Skills
Loans, Credit, Commercial Banking, Customer Relations, New Business Development, Training, Retail Banking, Financial Analysis, Coaching, Portfolio Management, Leadership, Finance, Negotiation, Customer Service, Banking, Analysis, Commercial Lending, Investments, Forecasting, CRM, Management, Accounting
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Finance, General
The College of St. Scholastica
Bachelor of Arts, Psychology
Wells Fargo College of Credit 2005 — 2006
US Bank - Omega Performance Program 2007 — 2007
PNC Bank March 2015 - Present
PNC June 2013 - March 2015
Wells Fargo May 2012 - June 2013
Stadium Status Productions, LLC July 2008 - January 2013
Wells Fargo October 2011 - May 2012
Wells Fargo April 2010 - September 2011
BankAtlantic August 2008 - March 2010
BankAtlantic July 2005 - July 2008
Skills
Customer Service, Networking, Coaching, Blogging, Small Business Lending, Loans, Consumer Lending, Leadership, Credit, Banking, Conflict Management, Branch Management, Retail Banking, Investment Banking, Finance, Cross Selling, Training, Management, Sales, Team Building, Lines Of Credit, Financial Services, Commercial Banking, Deposits, AML, Credit Cards, Risk Management, Series 7, Insurance, Securities, Home Equity Lines of..., Home Equity Loans, Commercial Lending, Mortgage Lending, Portfolio Management
Education
Broward College 2013 — 2014
Bachelors, Supervision and Management
Nova Southeastern University 2003 — 2005
Bachelor of Arts (BA), Psychology
Turner, Leins & Gold, LLC July 2014 - Present
Wells Fargo December 2013 - July 2014
Chase August 2007 - December 2013
Chase July 1998 - February 2006
Education
Virginia Tech 2009 — 2012
Master of Urban and Regional Planning, Housing and Economic Development
Stetson University 1991 — 1995
Bachelor of Arts (B.A.), English Language and Literature/Letters
Nottingham Trent University
Study Abroad Program in Nottingham England, Fall 1993, English Literature (British and Commonwealth)
Wells Fargo November 2005 - March 2013
Fireman's Fund Insurance Company April 2005 - October 2005
Matson Navigation July 2004 - November 2004
Franklin Templeton Investments March 2001 - April 2004
Skills
Business Analysis, Data Analysis, RUP & Agile..., Business Intelligence..., MS Office 2010, Excel's Power Pivot &..., MS Visio 2010, MS SharePoint 2010, Sparx Enterprise..., RDBMS: Basic..., UML 2: Behavioral Models, SDLC Expert
Education
Notre Dame de Namur University 2002 — 2003
Graduate Finance Certificate, Accounting and Finance
University of Advancing Technology 1994 — 1998
Bachelor's degree, Multimedia
Wells Fargo Home Mortgage September 2010 - Present
IBM - LBPS May 2010 - July 2010
Wells Fargo February 2009 - May 2010
LaSalle Bank/ABN-AMRO May 1998 - August 2007
LaSalle Bank/ABN-AMRO 1998 - 2007
Skills
Portfolio Management, Banking, Credit, Loans, Risk Management, Financial Analysis, Mortgage Lending, Loss Mitigation, Credit Analysis, Commercial Banking, Securities, Refinance, Financial Risk, Structured Finance, Operational Risk, Analysis, Underwriting
Education
Northwestern University School of Law 1991 — 1996
Juris Doctor, Law
University of Illinois at Urbana-Champaign 1989 — 1991
B.A., Economics
Capital Objective, Inc. 2010 - Present
BB&T June 2012 - January 2015
MidCap Business Credit, LLC April 2011 - June 2012
Wells Fargo June 2007 - November 2009
Regions Bank September 2004 - June 2007
Capital Business Credit May 2002 - September 2004
Accounting June 1991 - July 2000
Renaissance Cruise Line 1999 - 2000
Skills
Middle Market, Finance, Asset Based Lending, Working Capital..., Structured Finance, Accounting, Banking, Factoring, Financial Analysis, Business Valuation, Internal Controls, Accounts Receivable, Loans, Financial Services, Commercial Finance, Mergers & Acquisitions, Risk Management, Cash Flow Forecasting, Forecasting, Due Diligence, Small Business, Commercial Lending, Underwriting, Lines Of Credit, Start-ups, Investments
Education
Nova Southeastern University
MAcc, Accounting
University of Florida
BA, Finance
Wells Fargo August 2012 - Present
Callaghan Consulting June 2011 - July 2012
CGI Merchant Group June 2009 - May 2011
Jamaica Money Market Brokers Ltd. September 2004 - December 2007
Sherwin Williams West Indies January 2003 - August 2004
Skills
Financial Analysis, Financial Modeling, Investments, Analysis, Business Analysis, Cash Management, Business Planning, Microsoft Excel, Strategic Planning, Capital Markets, Portfolio Management, Strategic Financial..., Accounting, Banking, Corporate Finance, Financial Reporting, Insurance, Finance, Credit, Sales, Asset Allocation, Financial Risk, Loans, Retail Banking, Investment Banking, Equities, Risk Management, Wealth Management, Financial Services, Asset Management, Financial Planning
Education
Nova Southeastern University 2008 — 2009
MBA, Finance
Fitz-Ritson & Associates 2006 — 2006
Certificate Portfolio Management, Finance, General
Northern Caribbean University 1999 — 2004
Bachelor of Science Finance, Finance
JPMorgan Chase March 2015 - Present
Project Management Institute 2014 - Present
Ministries Coordinator for Networking meetings 2008 - 2013
Citigroup May 2011 - December 2011
Global Technology Corporation, LLC November 2009 - December 2010
Real Florida Home loan September 2006 - October 2009
CCS Medical January 2008 - December 2008
Independent Consultant April 2008 - October 2008
Independent Consultant January 2005 - December 2006
Wells Fargo March 2006 - September 2006
Skills
Project Management, Process Improvement, Team Building, Planning, Data Storage Management, Data Center Operations, Business Analyst, Business Consulting, Time management, Negotiation, Sales Consulting, Strategic Planning, Project Planning and..., Project Tracking Reports, Meet Deadlines, MS Project, Scheduling Project Plans, Budgeting, Conducting Project..., Business Process..., Reports, Budgets, Project Planning, Time Management, MS Visio, Technical Presentations, Excecutive Presentation, Client Presentation, Management Consulting, IT Management, Visio, Requirements Gathering, Strategy, Leadership, Microsoft Office, Sales, Data Center, Business Process, Customer Service, Program Management, Management, CRM, Analysis, Project Delivery, Requirements Analysis, SDLC, Software Project..., SharePoint, Coaching, Operations Management
Education
University of Phoenix 2002 — 2004
MBA, Business Administration
University of Tampa 1998 — 2002
BS, Computer Information Systems
Nova Southeastern University 2012 — 2012
Diploma, MS/Project 2010
Certification Associates 2007 — 2007
CompTIA Project + certified, Project Management Project + certified
JPMorgan Chase & Co. January 2015 - Present
JPMorgan Chase & Co. January 2012 - January 2015
Fifth Third Bank January 2011 - October 2011
Wells Fargo June 2008 - January 2011
Skills
Customer Experience..., Customer Satisfaction, Sales, Management, Retail Banking, Multi-task & Handle..., Organizational..., Computer Proficiency, Phone Etiquette, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, People Skills, Sales Operations, Operational Excellence, Mentoring, Employee Training, Employee Learning &...
Education
Northwood University 2004 — 2007
Bachelor of Business Administration (BBA), Accounting
Deloitte Consulting LLP August 2014 - June 2015
Deloitte Consulting LLP July 2012 - August 2014
Triage Consulting Group June 2011 - June 2012
Triage Consulting Group September 2009 - May 2011
Wells Fargo July 2006 - May 2009
Skills
Management Consulting, Healthcare Consulting, Data Analysis, Project Management, Healthcare Industry, Strategic Consulting, Access, Training, Population Health, Microsoft Excel, Revenue Cycle Management, Healthcare Analytics, Epic Systems, Performance Improvement, SQL, Value Chain Analysis, Health Care Provider, Business Analytics, Tableau, System Implementations, Large Scale Change..., Online Content Creation, Online Publishing
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, San Diego 2005 — 2009
BS, Management Science, Economics
First Republic Bank November 2013 - Present
First Republic Bank November 2009 - November 2013
Wells Fargo 2009 - 2009
Bank of America 2005 - 2009
Skills
Banking, Training, Team Leadership, Process Improvement, Retail Banking, Loans, Consumer Lending, Management, Finance, Credit, Project Management, Operations Management, Risk Management, Business Analysis, Vendor Management, Sales Management, Outlook, Supervisory Experience, Strategy Implementation, Technology Integration, Private Banking, Mortgage Banking, Internet Banking, Internal Audit, Auditing, Technology Needs..., Troubleshooting, Software Updates, Customer Service, Microsoft Office
Education
Notre Dame de Namur University 2004 — 2007
Bachelor of Science (BS), Business Administration, Management and Operations
Notre Dame de Namur University 2004 — 2007
BS, Business Administration: Management & Finance
PNC Bank May 2014 - Present
. November 2013 - Present
Merrill Lynch 2013 - 2014
UBS November 2011 - November 2013
Raymond James Financial Inc. September 2010 - November 2011
BankAtlantic June 2009 - May 2010
Wells Fargo September 2002 - December 2008
Education
Nova Southeastern University 2008 — 2010
Master of Business Administration (M.B.A.), Finance, General
University of South Florida 1995 — 1997
Bachelor of Science (B.S.), Finance, General
Palm Beach Community College 1993 — 1995
Associate of Arts (A.A.), Business Administration and Management, General
Midview High School 1989 — 1993
diploma, Architecture
Wells Fargo June 2012 - Present
Wells Fargo Bank February 2007 - July 2012
The Contemporary Jewish Museum January 2005 - January 2007
College Track 2000 - 2005
Skills
Marketing, Non-profits, Finance, SharePoint, Nonprofits, Spanish, Management, Marketing Communications, Project Management, Marketing Strategy, Strategy, CRM, Leadership, Program Management, Social Media, Integrated Marketing, Event Planning, Digital Marketing, Social Media Marketing
Education
Notre Dame de Namur University 2009 — 2011
BA, Psychology
Wells Fargo July 2015 - Present
Atlantic Home Loans July 2011 - June 2015
Gentry Capital Services September 2010 - July 2011
Turnkey Financial Services, LLC March 2010 - August 2010
Atlantic Home Loans September 2008 - December 2009
Atlantic Residential Mortgage June 2003 - August 2008
Residential Lending Corporation January 2001 - January 2003
Skills
First Time Home Buyers, System Administration, Negotiation, Investment Properties, Public Speaking, USDA, Strategic Planning, VA loans, Residential Homes, Contract Negotiation, Investors, Credit Analysis, Real Estate Transactions, Sales Management, Foreclosures, Sellers, Sales, Coaching, Reverse Mortgages, Mortgage Marketing, Social Networking, Customer Satisfaction
Education
Norwalk Community College
Wells Fargo May 2015 - Present
Wells Fargo January 2008 - May 2015
First Citizens Bank and Trust Company, Inc. January 2007 - November 2007
Wells Fargo May 2004 - January 2007
JPMorgan Chase March 2003 - February 2004
JPMorgan Chase August 2001 - March 2003
JPMorgan Chase December 2000 - August 2001
JPMorgan Chase January 2000 - August 2000
Skills
Banking, Sales, Customer Service, Team Building, Management, Finance, Retail Banking, Leadership, Credit, Coaching, Credit Analysis, Consumer Lending, Marketing, Loans
Education
Northwood University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance and Management, 3.4
David Lerner Associates, Inc. August 2015 - Present
Wells Fargo March 2010 - July 2015
Skills
Customer Service, Banking, Microsoft Office, Sales, Coaching, Finance, Microsoft Word, Microsoft Excel, Financial Analysis, Investments, Financial Planning, Retail Banking
Education
Norwalk Community College 2008 — 2011
General studies
Cisco August 2015 - Present
Symantec June 2010 - May 2015
Atmel 2009 - 2010
Franklin Templeton Investments 2007 - 2009
Wells Fargo 2007 - 2007
Provident Credit Union 2006 - 2007
Electronic Arts February 2005 - October 2006
Cypress Semiconductor January 2004 - February 2005
Skills
Email Marketing, Online Marketing, Marketing Communications, Marketing Strategy, Corporate Communications, Internal Communications, Social Media Marketing, Cross-functional Team..., Program Management, Market Research, Social Media, Executive Communications, Corporate Culture, Internal Branding, Email Management, Social Media Development, Survey Development, Writing, Copy Editing, Community Management, Organizational Culture, Strategy, Marketing, Leadership, Strategic Communications, Content Management, Digital Marketing, Training, Event Management, Newsletters, Consulting, Project Management, Salesforce.com, Strategic Partnerships, Strategic Planning, Sales, Content Strategy, Human Resources, Event Planning, Communication, Social Networking
Education
Notre Dame de Namur University
MBA
Santa Clara University
Bachelor of Science (BS), Business Management
Wells Fargo February 2015 - Present
Minnesota Historical Society April 2014 - Present
Foss Swim School July 2013 - Present
Aquatic Adventures July 2012 - May 2013
Ohio Historical Society January 2012 - August 2012
City of Grandview Heights June 2011 - October 2011
Skills
Research, History, Community Outreach, Public Speaking, Event Planning, PowerPoint, Microsoft Office, Teaching, Editing, Social Media, Microsoft Excel, Grant Writing
Education
Norwich University 2013 — 2015
Master of Arts (MA), Military History
Wittenberg University 2007 — 2011
Bachelor of Arts (BA), History
Upper Arlington High School 2003 — 2007
History
Wells Fargo March 2015 - Present
Wells Fargo July 2013 - March 2015
Wells Fargo August 2010 - July 2013
Skills
Sales, Customer Service, Banking, Credit, Loans, Retail Banking, Consumer Lending, Financial Services, Cross Selling, Cash Management, Mortgage Lending
Education
Notre Dame de Namur University 2014 — 2016
Master of Business Administration (M.B.A.), Finance
San Jose State University 2009 — 2011
Bachelor of Science, Business Administration, Finance
University of California, Santa Cruz 2003 — 2006
PlanSource October 2014 - Present
Aon Hewitt October 2011 - October 2014
Rollins College June 2011 - August 2011
Wells Fargo February 2009 - October 2009
Gap Inc. November 2006 - February 2009
Skills
Benefits Administration, Employee Benefits, HRIS, Performance Management, Employee Engagement, Onboarding, Employee Relations, COBRA, HR Policies, Training Facilitation, Employee Training, Training, Customer Service, Leadership, Payroll, Human Resources, Team Building, Microsoft Excel, Succession Planning, Call Centers, Talent Acquisition, Organizational..., Microsoft Office, Process Improvement, Management
Education
Rollins College 2007 — 2011
Bachelor of Arts (BA), Organizational Behavior Studies
Nova Southeastern University
Master of Science (M.S.), Human Resources Management
Genesys August 2015 - Present
Wells Fargo August 2014 - August 2015
Yelp January 2014 - April 2014
H&M January 2010 - January 2014
Notre Dame de Namur University August 2012 - May 2013
KOFY TV June 2012 - September 2012
Macy's November 2011 - December 2011
Skills
Marketing Strategy, Customer Service, Social Networking, Microsoft Excel, Team Leadership, Event Planning, Facebook, Social Media, Inventory Management, Teamwork, Microsoft Office, Microsoft Word, PowerPoint, Retail, Leadership, Time Management, Salesforce.com, Management, Sales, Marketing
Education
Notre Dame de Namur University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Archbishop Riordan High School
High School
Belmont-Redwood Shores School District July 2015 - Present
Campbell Union School District July 2012 - July 2015
Santa Clara Unified School District January 2011 - August 2012
Wells Fargo July 2010 - January 2011
Community Gatepath March 2008 - July 2010
Skills
Content Development, Curriculum Design, Positive Behavior..., Student Engagement, Community Outreach, Written & Oral..., Multimedia, Classroom, Elementary Education, Tutoring, Event Planning, Special Education, Teaching, Educational Leadership, Public Speaking, Curriculum Development, Lesson Planning, Staff Development, Educational Technology, Classroom Management
Education
Notre Dame de Namur University 2011 — 2014
Master's Degree, Special Education
San Jose State University 2003 — 2007
Bachelor of Arts (B.A.), Sociology
Norfolk Southern Corporation August 2015 - Present
Norfolk Southern Corporation January 2012 - July 2015
Norfolk Southern Corporation March 2009 - January 2012
Norfolk Southern Corporation January 2008 - March 2009
Norfolk Southern Corporation December 2006 - January 2008
Norfolk Southern Corporation April 2006 - December 2006
Wells Fargo January 2004 - April 2006
Skills
Business Process, Container, Freight, Logistics, Project Planning, Recruiting, Transportation, Logistics Management, Operations Management, Transportation..., Fleet Management, Supply Chain..., Supply Chain Management, Customer Service, Team Building, Leadership, Management, Process Improvement
Education
Northwestern University - Kellogg School of Management 2015 — 2016
Master of Business Administration (MBA)
Old Dominion University
Bachelor of Science (BS), Business/Corporate Communications
Wells Fargo December 1998 - Present
Skills
Banking, Credit Analysis, Loan Origination, Mortgage Lending, Credit, Residential Mortgages, Loans, Mortgage Banking, VA Loans
Education
Northwood University 1981 — 1985
Bachelor's Degree, Business Administration and Management, General
Wells Fargo October 2010 - Present
Vanguard January 2005 - May 2010
American Stock Transfer & Trust Company, LLC August 2000 - January 2005
Bard Financial Services October 1998 - February 2000
Paychex September 1997 - October 1998
Skills
Project Management, Requirements Gathering, Project Documentation, Timeline Development, Flawless Execution, Project Delivery, Risk Mitigation, Business Analysis, Business Process, CRM, E-commerce, Financial Services, Mutual Funds, Portfolio Management, Software Documentation, Business Process..., Customer Service, Sales
Education
Norwalk Community College 1993 — 1995
Unica Party Rentals Inc. April 2013 - Present
All Janitorial Service April 2013 - Present
Bay Area Custom Shirts Inc. April 2013 - Present
Elizabeth Gibb January 2012 - October 2014
Union Bank June 2011 - April 2013
Wells Fargo April 2010 - May 2011
Wells Fargo September 2009 - April 2010
Wells Fargo July 2008 - September 2009
Wells Fargo March 2007 - July 2008
Wells Fargo November 2005 - March 2007
Skills
Microsoft Office, ArcGIS, Sales Management, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Analytical Skills, Customer Service, Sales, Banking, Outlook, Credit, Loans, Marketing, Business Development, Accounts Payable, Selling, Account Management, Time Management, Training, Management, Leadership
Education
Notre Dame de Namur University 2009 — 2011
B. S, Business Administration; Marketing & Management
Junipero Serra High School
Nativity Elementary School
Mercer, Marsh & McLennan September 2014 - Present
Bank Of America February 2013 - August 2013
Chase September 2011 - October 2012
Wells Fargo December 2010 - April 2011
Peyton Resource Group March 2010 - November 2010
Guaranty Bank October 2005 - November 2008
Skills
Communication, Public Speaking, Data Entry, Ten Key, Mortgage Lending, Consumer Lending, Loan Pricing, Sales, Creative Writing, Customer Experience, Credit Analysis, Shipping, Microsoft Word, Microsoft Excel, Microsoft Office, Finance, Credit, Retail Banking, Loan Servicing, Credit Cards, Loan Origination, Customer Service, Notary Public, Deposits, 10 Key, Branch Banking, Telephone Skills, Funding, Loans, Time Management
Education
Northwood University-Texas 2011 — 2015
Bachelor of Business Administration (BBA), Business Administration and Management, General
Computer Learning Center 2000 — 2001
Technical Certificate, Computer Science
Krav Maga and Fitness of Glendale, AZ December 2013 - Present
Wells Fargo Bank May 2012 - November 2013
Wells Fargo May 2011 - April 2012
COMSYS (consulting at Wells Fargo Bank) 2009 - May 2011
DHL 2006 - 2009
DHL 2004 - 2006
DHL Information Services(Americas) 2001 - 2004
Danzas AEI 2000 - 2002
Air Express International 1999 - 2000
Skills
Program Management, Leadership, Process Improvement, Integration, Vendor Management, Business Process..., Management, Supply Chain Management, Solution Architecture, Project Management, Logistics, Change Management, Operations Management, Cross-functional Team..., Transportation, Freight Forwarding, IT Solutions, EDI, XML, RosettaNet
Education
Nova Southeastern University 1997 — 1999
MIBA - International Business, Business Administration/International Business
DialogTech September 2014 - Present
IFS North America September 2013 - September 2014
Experian Data Quality January 2011 - August 2013
Wells Fargo October 2010 - February 2011
Wells Fargo Financial September 2009 - September 2010
Wells Fargo September 2008 - August 2009
Wells Fargo May 2007 - August 2008
Wells Fargo April 2006 - April 2007
Northwood University 2001 - 2006
Skills
SaaS, Account Management, Solution Selling, Sales Process, Cold Calling, CRM, Sales, Direct Sales, Enterprise Software, Sales Management, Lead Generation, Salesforce.com, Sales Operations, Selling, Management, Business Development, Recruiting, Go-to-market Strategy, Marketing, Strategy, Sourcing
Education
Northwood University 2001 — 2006
Bachelor, Management, Marketing, Advertising
Wells Fargo October 2012 - Present
SunTrust Bank March 2010 - February 2012
SunTrust Bank October 2007 - March 2010
SunTrust Bank January 2005 - October 2007
Bank of America September 2002 - January 2005
SunTrust Bank June 2001 - September 2002
SunTrust Bank June 2000 - June 2001
SunTrust Bank September 1997 - June 2000
Skills
Commercial Banking, Credit, Loans, Lines Of Credit, Mortgage, Consumer Lending, Banking, Purchase, Credit Analysis, Loan Origination, Underwriting, Mortgage Lending
Education
Nova Southeastern University 2011 — 2013
M.B.A Management, Business, Management, Marketing, and Related Support Services
University of Phoenix 2005 — 2009
Business Management and Marketing
Wells Fargo 2015 - Present
Wells Fargo 2014 - 2014
New York Life Insurance Company 2013 - 2013
Wells Fargo Bank 2007 - 2012
City of Houston 2006 - 2006
Tiger Holdings, Inc March 2002 - January 2005
Skills
Modern Standard Arabic, Arabic, Diplomacy, Terrorism, Emergency Response to..., International Relations, International Trade, International Trade..., International Liaison, Liaison, International Travel, Sales, Sales Management, Sales Operations, Operations Management, Management, Investments, Investment Banking, Investment Sales, Business Banking, Business Sales, Personal Finance, State & Local..., Relationship Management, Business Relationship..., Commercial Banking, Customer Service, Public Speaking, Leadership
Education
Norwich University 2010 — 2012
MA Diplomacy
University of Houston 2005 — 2006
BS International Economics, Minor: Middle Eastern Studies, Arabic Language
Texas A&M University 1997 — 2000
Genetics, Economics
TD October 2014 - Present
Wells Fargo May 2014 - October 2014
TD January 2012 - May 2014
Scholastic Book Fairs January 2009 - December 2011
CDW August 2007 - December 2008
Skills
Sales, Sales Management, Sales Management..., Annuity Sales, Mortgage Banking, Fixed Annuities, Coaching, Customer Service, Management, Banking, Microsoft Office, Leadership, Retail Banking, Customer Satisfaction, Consumer Lending, Finance, Team Building, Relationship Management, Cold Calling, Credit, Customer Retention, Insurance, Loans
Education
Rowan University 2002 — 2005
Bachelor's degree, Communication and Media Studies
Northwood University-Florida 2001 — 2002
Trustpoint Advisors/Trustpoint Talent February 2011 - Present
Ardyss International March 2009 - Present
Quality in Life Inc March 2008 - Present
Wells Fargo March 2006 - February 2008
Progressive Business Solutions January 2001 - July 2005
Skills
Sales, Sales Management, Direct Sales, Account Management, New Business Development, Partnership Marketing, Partnership-building, Strategic Partnerships, Presentations, Business Acquisition, Building Relationships, Manage Client..., Retention Strategies, Friendly Personality, Highly motivated..., Passion for Success, Persuasive Presentation..., Articulation, Dependable Team Player, Trade Shows, Execution of Business..., Customer Retention, Customer Satisfaction, Customer Engagement, Customer Service, Management, Team Building, Leadership, Public Speaking, CRM, Public Relations
Education
Kellogg School of Management
PlanMember Financial Corporation June 2013 - Present
PlanMember Financial Corporation March 2011 - June 2013
Whittier College August 2010 - November 2010
Orange County Blue Stars: Advanced Soccer Media March 2010 - October 2010
Wells Fargo Bank July 2007 - March 2009
Wells Fargo October 2007 - August 2008
Notre Dame de Namur University January 2007 - May 2008
Skills
Social Networking, Public Relations, Marketing Communications, Marketing Strategy, Marketing, Event Management, Advertising, Market Research, Non-profits, Account Management, Sales, Marketing Management, Press Releases, Community Outreach, Social Media Marketing, Event Planning, Coaching, Social Media, Microsoft Office, Customer Service, PowerPoint, Public Speaking, Nonprofits, Research, Recruiting, Management
Education
Notre Dame de Namur University 2007 — 2009
BS, Marketing Management
Notre Dame de Namur University
Bachelor of Science (B.S.), Business Management with a concentration in Marketing
Grow Financial Federal Credit Union October 2013 - Present
Grow Financial Federal Credit Union January 2013 - Present
Grow Financial Federal Credit Union April 2012 - January 2013
Wells Fargo August 2011 - March 2012
Aerie by American Eagle August 2008 - February 2012
Aflac December 2010 - August 2011
Ice Sports Form of Brandon 2006 - 2010
Skills
Leadership, Credit, Customer Service, Advertising, Time Management, Sales, Marketing, Call Centers, Human Resources, Consumer Lending, Loans, Loan Origination, Quality Control, Cross Selling, Microsoft Excel, Microsoft Office, Microsoft Word, Employee Training, Insurance, Youth Work, Management, Finance
Education
Nova Southeastern University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Kellogg School of Management August 2014 - Present
T. Rowe Price June 2015 - August 2015
Wells Fargo January 2015 - June 2015
Shaun Currie Research 2013 - June 2015
Manalapan Oracle Capital Management, LLC 2012 - 2014
Manalapan Oracle Capital Management, LLC 2010 - 2012
CIT Group 2009 - 2010
CIT Group 2008 - 2009
Huron Consulting Group June 2007 - August 2007
JPMorgan Chase June 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Alternative Investments, Portfolio Management, Hedge Funds, Valuation, Financial Risk, Economics, Equities
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Villanova University 2004 — 2008
BS, Finance
Huntington National Bank March 2015 - Present
Wells Fargo September 2013 - Present
Aviation Advisors Group, LLC March 2010 - September 2012
National City / PNC 2006 - 2010
Bombardier Capital 2002 - 2005
Skills
Asset Management, Aviation, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Credit Risk, Due Diligence, Finance, Financial Analysis, Financial Modeling, Financial Structuring, Insurance, Loan Origination, Loans, Management, Mergers & Acquisitions, Portfolio Management, Process Improvement, Restructuring, Risk Management, Team Building, Asset Based Lending, Banking, Financial Risk, Structured Finance
Education
Norwich University
MBA
Wells Fargo May 2015 - Present
Vera Bradley August 2011 - May 2015
Wells Fargo 2009 - 2011
Northern Trust 2007 - 2009
Northern Trust 2001 - 2007
PwC 1999 - 2001
Northern Trust 1996 - 1999
Northern Trust 1990 - 1996
Education
Northwestern University - Kellogg School of Management 1995 — 1999
Master of Business Administration (MBA), Finance and Marketing
University of Illinois at Urbana-Champaign 1985 — 1990
Bachelor of Science (BS), Finance, General
U.S. Trust September 2015 - Present
TD March 2015 - September 2015
Wells Fargo January 2013 - April 2014
Wells Fargo August 2010 - January 2013
Skills
Estate Planning, Fiduciary, Wealth Management, Elder Law, Tax, Trusts, Retirement Planning, Estate Tax Planning, Financial Planners, Wealth, Estate Law, Asset Management, Investments, Strategic Financial..., Securities, High Net Worth..., Special Needs Trusts, Trust Services, Wills, Finance, Financial Advisory, Retirement, Medicaid, Banking, Mutual Funds, Investment Advisory, Investment Strategies, Long-term Care, Financial Planning
Education
University of Miami School of Law
LLM, Heckerling Graduate Program in Estate Planning
Nova Southeastern University Shepard Broad College of Law
JD
Nova Southeastern University
MBA, Business Administration
University of Florida
BA, History
Wells Fargo April 2013 - Present
SunTrust Bank September 1992 - April 2013
Bank of Boston July 1989 - September 1992
KPMG Peat Marwick September 1986 - June 1988
Skills
Capital Markets, Banking, Investments, Credit, Commercial Banking, Private Equity, Financial Services, Relationship Management, Investment Management, Treasury Management, Financial Analysis, Management, Commercial Lending
Education
Northwestern University - Kellogg School of Management 1988 — 1989
MBA, Finance, Marketing
University of Virginia 1982 — 1986
BS, Commerce
Wells Fargo July 2015 - Present
Law Office of Thomas C. Greene August 2014 - July 2015
Nova Southeastern University June 2013 - June 2013
Sanford Mortgage Corporation July 2011 - August 2012
Skills
Customer Service, Team Leadership, Athletic Performance, Youth Mentoring, Communication, Filing, Legal Assistance, Time Management, Microsoft Excel, Human Resources, PowerPoint, CRM, Data Entry
Education
Nova Southeastern University 2010 — 2014
Bachelor's Degree, Criminal Justice
Father Lopez Catholic High School 2006 — 2010
High School Diploma
Wells Fargo March 2013 - Present
Wells Fargo March 2011 - March 2013
The Perfect Rug 2010 - June 2011
JP Morgan Chase 2006 - 2009
WaMu Card Services 2004 - 2006
Charles Schwab 1999 - 2003
Charles Schwab 1998 - 1999
CSC Index Consulting 1994 - 1998
Skills
Digital Marketing, Digital Strategy, Product Development, Product Management, Product Marketing, Agency Relationship..., Email Marketing, E-commerce, Business Development, Strategy, SEM, CRM, Online Marketing, Management, Financial Services, Customer Acquisition, Marketing Management, Marketing Strategy, Start-ups
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MM
University of California, Berkeley
BS
Wells Fargo August 2006 - March 2008
Yodlee April 2005 - August 2006
Inktomi (acquired by Verity & Yahoo) 2002 - 2003
Extensity (acquired by Geac) 2000 - 2001
Kuczmarski & Associates June 1997 - September 1999
Ford Motor Company May 1992 - August 1995
Skills
Product Marketing, Strategy, Multi-channel Marketing, Cross-functional Team..., Presentation Skills, Introducing New Products, Field Marketing, Pricing Strategy, Positioning, Business Analysis, Forecasting, Project Management, Go-to-market Strategy, Market Research, Customer Satisfaction, Customer Lifecycle..., Customer Acquisition, B2B Marketing, Consumer Marketing, Writing, Salesforce Training, Segmentation, Customer Retention, Direct Marketing, Business Planning, Account Management, Marketing Strategy, Customer Experience..., New Service Development, Consumer Behaviour, Creativity Skills, Development of..., B2B, Product Development, Management, Start-ups, Marketing, Enterprise Software, Strategic Partnerships, Product Management, Program Management, Business Strategy, Marketing Communications, SaaS, Team Leadership
Education
Northwestern University - Kellogg School of Management
MBA
University of Virginia
BS
Wells Fargo June 2014 - Present
Wells Fargo November 2010 - May 2014
Ocean Bank January 2006 - September 2010
Ocean Bank July 2004 - January 2006
Skills
Portfolio Management, Credit, Risk Analysis, Financial Projections, Financial Analysis, Risk Management, Financial Services, Mortgage Lending, Commercial Banking, Financial Risk, Fundamental Analysis, Banking, Loans, Finance, Analysis, Commercial Lending, Credit Analysis, Underwriting, Management
Education
Nova Southeastern University 2009 — 2011
Master of Business Administration, Finance
Oakwood College 2000 — 2004
B.S., Finance
Associated Bank June 2014 - August 2015
WESST May 2010 - June 2011
Wells Fargo February 2006 - January 2010
LaSalle Bank NA / ABN AMRO 1999 - 2005
Skills
Banking, Loans, Commercial Lending, Commercial Banking, Credit, Small Business Lending, Credit Analysis, Cash Management, Treasury Management, Lines Of Credit, Financial Analysis, Portfolio Management, Underwriting, Asset Based Lending, Risk Management, Financial Risk, Financial Modeling, Strategic Planning, Marketing, Small Business, Corporate Finance
Education
Northwestern University - Kellogg School of Management 2003 — 2006
MBA, Marketing and Management
Valparaiso University 1995 — 1999
Bachelor of Science and Bachelor of Arts, International Business and Spanish
JP Morgan June 2007 - Present
JPMorgan Chase Bank, NA 2005 - 2007
Wells Fargo 2003 - 2005
Federal Reserve Bank of St. Louis 2001 - 2003
Skills
Fixed Income, Capital Markets
Education
Northwestern University - Kellogg School of Management 2006 — 2009
Truman State University 1997 — 2001
Business Administration, Finance
Wells Fargo October 2014 - Present
Ally Financial Inc. February 2014 - October 2014
Ally Financial Inc. March 2012 - April 2014
Ally Financial Inc. May 2011 - March 2012
Ally Financial October 2007 - August 2011
DaimlerChrysler 2004 - 2007
Chrysler 2000 - 2004
Skills
Enterprise Risk..., Governance, IT Governance, Risk Mitigation, SOX, Bilingual, AML, Team Leadership, Cost Analysis, Portfolio Management, Earned Value Management, OFAC, Privacy, IT Strategy, ITIL, Supply Chain, Change Management, Business Transformation, Business Process Design, Network Administration, Risk Management, Sarbanes-Oxley Act, Vendor Management, Risk Assessment, Internal Audit, IT Audit, Financial Risk, Business Continuity, Business Process, Operational Risk, Business Process..., Auditing, CISA, Financial Services, Banking, Due Diligence, Corporate Governance, Internal Controls, Fraud, Information Security..., Information Technology, Process Improvement, COBIT, SAS70, Project Portfolio..., Sarbanes-Oxley, PMO, Information Security, Credit Risk, Finance
Education
Walsh College 2005 — 2007
2007, Masters of Science Business Information Technology
Northwood University 2003 — 2005
BA of Science, Business Administration and Management, General
Capella University
PhD Program, Organizational Behavior Studies
Wells Fargo June 2014 - Present
Wells Fargo July 2008 - June 2014
Wells Fargo April 2005 - July 2008
Bank of America June 2002 - April 2005
KANA (formerly Broadbase Software) 1999 - 2002
Ernst & Young Consulting 1995 - 1999
KPMG Peat Marwick 1990 - 1993
Skills
Analytics, Financial Services, Banking, Customer Experience, Product Management, Segmentation, Portfolio Management, Customer Acquisition, SaaS, Mergers, Strategic Partnerships, Strategy, Business Strategy, Cross-functional Team..., Vendor Management
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA
University of California, Berkeley 1986 — 1990
BA
Wells Fargo June 2002 - Present
Wachovia / First Union October 1999 - August 2000
Bowles Hollowell / First Union June 1996 - August 1999
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA
Washington and Lee University 1992 — 1996
BA, Economics
Yamaha Motor Finance USA September 2015 - Present
CareCredit, from Synchrony Financial (formerly GE Capital) November 2012 - September 2015
Wells Fargo February 2009 - October 2012
Wells Fargo (was Wachovia prior to merger) June 2006 - February 2009
HSBC March 2004 - June 2006
Informative Research March 2003 - March 2004
Pittiglio Rabin Todd & McGrath (PRTM) June 2000 - March 2003
Andersen Consulting (Accenture) August 1995 - September 1999
Skills
Process Improvement, Strategy, Vendor Management, Business Development, Cross-functional Team..., Business Process..., Product Development, Financial Analysis, Leadership, Strategic Planning, Product Management, Six Sigma, Analytics, Strategic Partnerships, Loans, Underwriting, Marketing Strategy, Pricing, P&L Management, Competitive Analysis, Risk Management, Customer Experience, Leadership Development, Business Analysis, Business Strategy, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA, Marketing, Strategy & Operations
University of California, San Diego 1991 — 1995
BS/BA, Double Major: Applied Mathematics & Management Science
Wells Fargo March 2013 - Present
Wells Fargo Bank June 2005 - February 2013
Wells Fargo 2002 - May 2005
Banc of America Securities 2000 - 2001
Banc of America Securities 1994 - 1999
Continental Bank 1981 - 1995
Skills
Credit Analysis, Commercial Banking, Commercial Lending, Loans, Credit
Education
Northwestern University - Kellogg School of Management
Masters of Management, Finance and Management
University of Wisconsin-Madison
Bachelors of Business Administration, Finance and International Business
Wells Fargo March 1999 - Present
Duff and Phelps Credit Rating Co 1996 - 1999
Citicorp Real Estate 1993 - 1996
Cushman & Wakefield 1990 - 1994
Education
Northwestern University - Kellogg School of Management 2000 — 2002
University of Illinois at Urbana-Champaign
Wells Fargo 2009 - 2013
Wells Fargo 2005 - 2009
Fannie Mae 2000 - 2005
Fannie Mae 1999 - 2000
Fannie Mae 1997 - 2000
Avondale Federal Savings Bank 1995 - 1997
Avondale Federal Savings Bank 1994 - 1995
Avondale Federal Savings Bank 1992 - 1994
Avondale Federal Savings Bank 1992 - 1994
Skills
Investments, Loans, Capital Markets, Financial Modeling, Strategy, Financial Services, Financial Analysis, Valuation, Project Management
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Finance, Organizational Behavior, Management & Strategy
University of Iowa - Henry B. Tippie College of Business 1987 — 1992
BBA, Finance
Wells Fargo
Skills
Mortgage Lending, Banking, Enterprise Architecture, Data Warehousing, Vendor Management
Education
Northwestern University - Kellogg School of Management 1993 — 1997
MBA
IIT Kgp
SunTrust Investment Services, Inc. May 2007 - Present
SunTrust Investment Services, Inc. October 2001 - May 2007
Wells Fargo July 2000 - October 2001
J.C. Bradford (now UBS) June 1997 - July 2000
Legg Mason June 1994 - June 1997
Education
College of Notre Dame of Maryland 1990 — 1994
Bachelor of Arts, Mathematics
Oakwood High School 1986 — 1990
Great Expressions Dental Centers June 2014 - Present
Great Expressions Dental Centers December 2010 - April 2014
Smilecare dental July 2010 - December 2010
Confidential Trading September 2008 - July 2010
Wells Fargo August 2007 - September 2008
AmSouth Bank December 2004 - August 2007
Skills
Customer Service, Sales, Marketing, Strategic Planning, Event Planning, Budgets, Microsoft Word, Process Improvement, Public Speaking, Microsoft Excel, PowerPoint, Analysis, Financial Accounting, Training, Recruiting, Human Resources, Management
Education
Nova Southeastern University 2007 — 2009
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
University of North Florida 2000 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Catamaran December 2013 - December 2014
Wells Fargo October 2011 - November 2013
Catamaran April 2009 - September 2011
Sprint February 2001 - December 2007
John G Alden Insurance 1988 - 1999
CenTrust Bank May 1987 - February 1989
Skills
Employee Training, Coaching, Leadership, Program Management, Account Management, Customer Service, Team Leadership, Learning Management, Process Improvement, Training Delivery, Project Management, Analysis, E-Learning, Call Center, Training, Instructional Design, Team Building, Management, Vendor Management, Leadership Development, Public Speaking, Human Resources, Employee Benefits, Strategy, Insurance, Performance Management, Strategic Planning, Change Management, Call Centers
Education
Nova Southeastern University 1989 — 1991
Bachelor of Science (BSc), Business Administration and Management, General
Church Teachers College 1974 — 1975
DIPLOMA IN EDUCATION, Secondary Education and Teaching
Nova Southeastern University
Master of Science (MSc), Instructional Design and Distance Education
Granite-Excell Management January 2011 - Present
Ridgewood Ventures, LLC October 2008 - Present
Countrywide Bank March 2006 - October 2008
Indymac Bank 2000 - 2006
Wells Fargo 1997 - 2000
LaSalle Bank 1995 - 1997
Skills
Refinance, Debt Restructuring, Real Estate Economics, Loans, Commercial Lending, Construction Loans, Underwriting, Asset Managment, Due Diligence, Mortgage Lending, Valuation, Real Estate, Portfolio Management, Credit, Capital Markets
Education
Northwestern University - Kellogg School of Management 1995 — 1997
Vanderbilt University 1985 — 1989
Pacific Union Financial, LLC March 2014 - Present
Capital One December 2013 - March 2014
Wells Fargo January 2001 - September 2013
Wells Fargo Financial/ HE group January 1998 - January 2001
Wells Fargo Preferred Capital January 1996 - January 1998
Wells Fargo Financial January 1991 - January 1996
Wells Fargo Financial February 1986 - December 1990
Skills
Credit, Banking, Sales Management, P&L Management, Commercial Lending, Mortgage Banking, Residential Mortgages, New Business Development, Asset Managment, Business Development, Leadership, Mortgage Lending, Risk Management, Loans, Sales, Management, Start-ups, Relationship Management, Strategic Planning, Change Management, Financial Services, Process Improvement, Finance, Asset Management, Competitive Analysis, Executive Management, Underwriting, Loan Origination, Financial Analysis, Portfolio Management, Consumer Lending, Credit Analysis, Investments, Refinance, VA loans, FHA financing, FHA, USDA, Loss Mitigation
Education
Center for Creative Leadership 2004 — 2004
Certificate of completion, Leadership at the peak
Northwestern University - Kellogg School of Management 1996 — 1996
Executive certificate of completion, Balance sheet, income statement and equity analysis
Elmira College, Elmira NY 1982 — 1985
Bachelor of Science (BS), Business Admin
Wells Fargo January 2002 - Present
Skills
Commercial Banking, Loans, Credit, Portfolio Management, Risk Management, Banking, Mortgage Lending, Small Business Lending, Credit Analysis, Commercial Lending, Finance, Underwriting
Education
Nova Southeastern University 2003 — 2008
Master of Business Administration (MBA), Finance, General
Wells Fargo January 2015 - Present
Wells Fargo February 2013 - January 2015
Wells Fargo Bank March 2010 - January 2013
Bank Of America March 2007 - March 2010
Cintas March 2004 - March 2007
Skills
Banking, Operations Management, Six Sigma, Customer Service, Credit, Conflict Management, Change Management, Financial Transactions, Employee Training, Troubleshooting, Financial Reporting, Expense Reports, Performance Management, Key Performance..., Personnel Management, AS400 Administration, Hogan Assessments, SVT, Strategic Planning, Data Analysis, Leadership, Business Development, Coaching, Human Resources, Sales, Program Management, Customer Retention, Strategy, Team Building, Management, Marketing, Loans
Education
Nova Southeastern University 2002 — 2004
MBA, Business Administration and Management, General, 3.96
University of South Florida 1995 — 1999
BS, Criminology/Psychology, 3.5
BB&T August 2013 - Present
American Express April 1986 - August 2011
Wells Fargo June 1975 - April 1986
Skills
Change Management, Business Analysis, Coaching/Personal Brand..., Software Quality..., Six Sigma, SDLC, Requirements Gathering, Credit Cards, Process Improvement, Business Process..., PMO, Project Portfolio..., Requirements Analysis, Visio, Risk Management, Quality Assurance, Call Centers, ITIL, CRM, Vendor Management, Team Building, Project Management, Leadership, Business Process, Cross-functional Team..., Financial Services, PMP, Analytics, Strategy, Outsourcing, Coaching, Analysis, Relationship Management, Team Leadership, Software Documentation, Customer Experience, Management, Business Requirements, Banking, Payments, Re-engineering, Business Intelligence, IT Strategy, User Acceptance Testing, Process Engineering, Project Delivery, Electronic Payments, MS Project
Education
Nova Southeastern University 2000 — 2002
MBA, Statistics, Quantitative Methods
Nova Southeastern University 1996 — 1999
B.S., Business
Wells Fargo June 2013 - Present
WELLS FARGO & COMPANY September 2010 - June 2013
WELLS FARGO & COMPANY May 2010 - September 2010
WELLS FARGO & COMPANY May 2007 - May 2010
Carlson Brand Enterprise January 2007 - December 2007
Honeywell February 2006 - September 2006
Skills
Financial Analysis, Credit, Financial Modeling, Portfolio Management, Credit Analysis, Relationship Management, Corporate Finance, Banking, Financial Services, Management
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Finance and Marketing
University of Minnesota - Carlson School of Management
Bachelor of Science, Business; Finance and Marketing
O-I August 2014 - Present
HR Contractor January 2014 - July 2014
Wells Fargo April 2013 - November 2013
Covidien January 2009 - March 2013
American Express Co. November 1999 - December 2008
Colgate Palmolive 1989 - 1999
Skills
Latin America, Compensation Structures, Americas
Education
University of Miami - School of Business
Certificate, Business Leadership
Saint Peter's University 1990 — 1994
BS, Business Mgmt
Nova Southeastern University
Program Certificate, Project Management
Denton ISD January 2011 - Present
Texas Fire Soccer Club March 2010 - Present
Texas Spirit Soccer Club June 2009 - Present
H.D. Vest Financial Services March 2008 - June 2009
Wells Fargo October 2006 - March 2008
Fossil August 2004 - September 2006
Abercrombie & Fitch May 2002 - August 2004
Education
Northwood University-Texas 1999 — 2007
BBA, Business Management
US Bank July 2012 - Present
New England Financial January 2011 - Present
Wells Fargo July 2001 - July 2009
Funco Inc 1990 - 1995
Education
Northwestern University - Kellogg School of Management 1996 — 1998
unfinished, Finance and Marketing
University of Saint Thomas 1987 — 1989
Financial management, Finance, economics, math
Burnsvill SR Highschool 1982 — 1984
Diploma
Banking & Financing Consulting April 2012 - Present
Bank of America April 2011 - April 2012
Financial Consulting August 2008 - April 2011
Wells Fargo Bank July 2007 - July 2008
West Fab. Manufacturing inc. June 2006 - June 2007
Wells Fargo December 2005 - June 2006
Nazgol Veg., OIl Company December 1999 - November 2005
Bank Melli January 1995 - December 1999
Skills
Financial Analysis, Human Resources, Banking, Leadership, Cash Management, Credit, Managerial Finance, Customer Service, Mortgage Lending, Loans, Management, Real Estate, Competitive Analysis, Insurance, Retail, Cash Flow, Commercial Lending, New Business Development, Time Management, Networking, Start-ups, Sales Operations, Sales, Credit Cards, Marketing, Cold Calling, Process Improvement, Small Business, Purchasing, Selling, Accounting, Lines Of Credit
Education
Notre Dame de Namur University 1984 — 1985
MBA, Business Management & Economy
Cornerstone Advisors August 2014 - December 2014
Cornerstone Advisors January 2013 - August 2014
VITA 2010 - 2014
Barry Gould, CPA October 2012 - January 2013
Can Man Carting, LLC May 2011 - January 2013
Wells Fargo February 2008 - March 2011
Skills
Accounting, Bookkeeping, QuickBooks, HTML, SQL, Microsoft Office, Programming, MySQL, Windows, Microsoft Excel, PowerPoint, Microsoft Word
Education
Western Connecticut State University 2014 — 2015
Accounting
Norwalk Community College 2007 — 2011
Certificate, Accounting, A
The National Technical University "Kharkiv Polytechnic Institute" 1998 — 2001
Bachelor of Science (BS), Computer Science
Wells Fargo February 2013 - Present
Citibank April 2010 - February 2013
Citi January 2006 - April 2010
Regions Bank June 2003 - January 2006
Skills
Credit, Banking, Portfolio Management, Financial Analysis, Strategic Financial..., Commercial Lending, Loans, Small Business, Small Business Lending, Retail Banking, Credit Analysis, Cross Selling, Coaching, Team Leadership, Cross-functional Team..., Sales Management, Business Development, Finance, Leadership
Education
Nova Southeastern University 2002 — 2005
BS, Business Managment
University of Mobile 1999 — 2002
Bachelor of Science (BS), Biology
Wells Fargo December 2012 - Present
Holy Innocents' Episcopal School 2009 - 2014
Wells Fargo January 2010 - December 2012
Bank of America June 1989 - December 2009
Bank of America June 1989 - June 2009
Skills
Risk Management, Commercial Banking, Commercial Lending, Credit, Financial Analysis, Credit Analysis, Underwriting, Portfolio Management, Nonprofits, CRM, Loans, Accounting, Banking, Six Sigma, Wealth Management
Education
Notre Dame of Maryland University 1988 — 1992
BA
Edaptive Systems, Inc July 2009 - Present
IFMC February 2008 - July 2009
Wells Fargo 2007 - 2007
Enterprise Community Partners 2006 - 2007
Marriott International 2000 - 2006
Skills
SDLC, Software Project..., Program Management, MS Project, Project Management, PMP, Visio, SharePoint, Vendor Management, Requirements Analysis, Change Management, PMO, CMMI, Management, Project Portfolio..., Business Analysis, Software Documentation, Requirements Gathering, Process Improvement, Resource Management, Business Process..., Software Development, Information Technology, Integration, Project Delivery, Business Process, Agile Methodologies, IT Strategy, IT Management, Systems Analysis, Business Intelligence, Enterprise Architecture, Agile Project Management, Quality Assurance, Business Requirements, User Acceptance Testing, Waterfall, Testing
Education
Notre Dame of Maryland University
Masters of Arts, Human Resource Management
University of Maryland Baltimore County
Bachelor of Arts, Psychology
Wells Fargo July 2006 - Present
Goldman Sachs Asset Management 2004 - 2006
Education
Nova Southeastern University 1996 — 2000
Bachelor, Business
Wells Fargo July 2014 - Present
Elliott Davis, LLC July 2013 - June 2014
Elliott Davis, LLC November 2012 - June 2013
Citizens Bank - Flint August 2010 - November 2012
Andrews Hooper & Pavlik P.L.C. May 2005 - November 2010
Chemical Bank May 2004 - May 2005
Skills
External Audit, Quality Auditing, Accounting, Tax, Auditing, Financial Reporting, Financial Analysis, Internal Audit, Banking, Risk Management, Financial Statements, Financial Accounting, Sarbanes-Oxley Act, Internal Controls, SEC filings, Operational Risk
Education
Northwood University 2002 — 2006
Bachelors, Accounting and Banking & Finance
Quicken Loans February 2015 - Present
Quicken Loans April 2012 - February 2015
SunTrust Bank July 2011 - May 2012
Wells Fargo April 2009 - July 2011
CITIZENS FIRST SAVINGS BANK May 2005 - April 2009
McDonald's Corporation June 2002 - June 2005
Skills
Banking, Credit, Management, Sales, Finance, Customer Service, Loans, Microsoft Excel, Training, PowerPoint, Microsoft Word, Financial Services, Financial Analysis, Series 7, Credit Analysis, Investments, Sales Management, Customer Satisfaction, Mutual Funds, Accounting, Mortgage Lending
Education
Northwood University 2006 — 2008
Bachelor, Business Administration
SAINT CLAIR COMMUNITY COLLEGE 2004 — 2006
Associate's degree, Business
Sikorsky Aircraft June 2014 - Present
Helicopter Support Inc March 2013 - June 2014
Total Mortgage Services, LLC June 2012 - March 2013
Total Mortgage Services, LLC November 2010 - June 2012
Wells Fargo March 2008 - November 2010
The Marriott Hotel and Spa January 2008 - March 2008
Skills
Credit, Banking, Sales Management, Customer Service, Microsoft Excel, Microsoft Word, Mortgage Lending, Management, Finance, Loans, Financial Analysis, Real Estate, Process Improvement, Mortgage Banking, Program Management, Analysis, Project Management, Leadership
Education
Quinnipiac University 2015 — 2017
Master of Science (MS), Organizational Leadership
Southern Connecticut State University 2010 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General
Norwalk Community College 2005 — 2008
Associates, Hotel Management
Sotheby's International Realty 2004 - Present
Wells Fargo August 1992 - August 1995
Skills
Relocation, Real Estate, Investors, Investment Properties, Buyer Representation, Sellers, Residential Homes, Luxury, New Home Sales, Short Sales, First Time Home Buyers, Single Family Homes, Condos, Foreclosures, Referrals, Rentals, REO, Real Estate Transactions, Waterfront, e-PRO, Relocation Buyers, Property, Buyers
Education
Kellogg Graduate School of Management 1988 — 1990
Master of Business Administration (MBA), Marketing
University of Pennsylvania 1980 — 1984
Bachelor of Arts (BA), Political Science and Government
Wells Fargo July 2008 - Present
Wells Fargo 1998 - 2008
Skills
Real Estate, Real Estate Economics, Asset Managment, Credit, Loans, Portfolio Management, Commercial Lending, Loan Origination, Credit Analysis, Banking, Financial Modeling, Management, Asset Management, Leadership, Mortgage Lending, Investments
Education
Northwestern University - Kellogg School of Management 1988 — 1989
Master of Business Administration (M.B.A.), Finance
United States Naval Academy 1978 — 1982
BS, Mechanical Engineering
Wells Fargo September 2013 - Present
Rent-A-Center March 2010 - September 2013
Rent-A-Center March 2010 - September 2013
Sears Roebuck November 2009 - January 2010
Pat O'Brien Chevrolet Regional Superstores June 2009 - August 2009
Shoe Department September 2008 - February 2009
Northwood University Media Services October 2006 - May 2008
Skills
Customer Service, Inventory Management, Sales, Retail, Time Management, Retail Sales, Marketing, Outlook, Customer Satisfaction, Microsoft Excel, Microsoft Office, Management, PowerPoint, Data Entry, Microsoft Word, Leadership, Process Scheduler, Customer Retention, Event Planning, Social Media
Education
Northwood University 2006 — 2010
Automotive Aftermarket Management, Business Management, Business Administration and Management, General
Northwood University 2006 — 2010
Bachelor, Business Administration
Wells Fargo May 2005 - Present
Merrill Lynch Trust Company April 2002 - May 2005
First Union/ Wachovia Banks May 1996 - April 2002
Skills
Wealth Management..., Certified Financial..., Certified Trust and..., Estate Settlement, Personal Trust...
Education
Northwood University-Florida 1992 — 1996
Bachelor of Arts (B.A.), Marketing/Marketing Management, General
PepsiCo - Frito Lay December 2013 - May 2015
Retail Merchandising Solutions Inc October 2010 - November 2013
Engineered Mechanical Systems May 2002 - October 2010
California Teachers Association November 2008 - November 2009
Bank of America October 2006 - October 2007
Wells Fargo September 1999 - May 2002
Skills
Cross-functional Team..., Public Speaking, Customer Service, Retail, Microsoft Excel, Outlook, Microsoft Office, Forecasting, Customer Retention, Budgets, Microsoft Word, Vendor Management, Ammonia Refrigeration, Refrigeration, HVAC Controls, Project Management, Construction, Contract Management, Team Leadership, Inventory Management, Sales, Merchandising, Contract Negotiation, Purchasing, Management, Pricing, Marketing, Analysis, Time Management, Operations Management, Competitive Analysis, PowerPoint, Consumer Products, FMCG
Education
Notre Dame de Namur University 2004 — 2006
Bachelor of Science, Business - Finance & Economics
Wells Fargo July 2003 - Present
Wells Fargo Bank 2003 - Present
Skills
Data Warehousing, RMAN, ETL, Oracle RAC, Data Modeling, SQL Tuning, Oracle, Performance Tuning, Unix Shell Scripting, Data Guard, Solaris
Education
Notre Dame de Namur University 1994 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General
Amazon May 2015 - Present
Wells Fargo October 2014 - May 2015
Wells Fargo August 2012 - October 2014
Wells Fargo June 2011 - July 2012
Mel Rapton Honda October 2010 - June 2011
Notre Dame de Namur University September 2006 - May 2009
Skills
Customer Service, Sales Operations, Sales, Sales Process, Negotiation, Marketing, New Business Development, Sales Management, Marketing Strategy, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Satisfaction, Account Management, Cold Calling, Inventory Management, Automotive, Sales Presentations, Risk Management, Operations Management, Internal Audit, Security Controls, Public Speaking, Time Management, Fraud Prevention
Education
Notre Dame de Namur University 2005 — 2009
BA, Political Science, English
Keller ISD August 2014 - Present
DISYS July 2011 - Present
Wells Fargo June 2007 - June 2010
Drive Financial Services January 2006 - June 2007
Education
Northwood University 2000 — 2002
BS, Management
Wells Fargo June 2015 - Present
Wells Fargo December 2013 - May 2015
KPMG July 2011 - December 2013
Accenture April 2011 - July 2011
KPMG July 2009 - April 2011
Skills
Accounting, Auditing, Consulting, External Audit, Financial Statement..., Financial Statement..., Government Accounting, Government Auditing, Internal Controls, Management Consulting, Project Management, Tax, Tax Preparation, US GAAP, Sarbanes-Oxley Act, Internal Audit
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
University of Pittsburgh 2005 — 2009
Bachelor of Science in Business Administration, Accounting
Prosperity Home Mortgage, LLC 2012 - Present
Zurich North America 2007 - 2012
NewDay Financial 2005 - 2007
Wells Fargo 2001 - 2005
Verizon 1997 - 2000
Skills
Large and Small..., Planning and Development, Relationship Management, Financial Analysis, Marketing, Negotiation, Underwriting, Mortgage Lending, Organizational..., Sales, Account Management, Banking, Insurance
Education
College of Notre Dame of Maryland
Master of Arts (MA), Management and Financial Management, 3.6
College of Notre Dame of Maryland
Bachelor of Arts (BA), Business Administration, Management and Operations
Wells Fargo June 2014 - Present
Bank of America June 2007 - May 2014
LandSafe / Bank of America 2007 - 2014
Skills
Foreclosures, Underwriting, FHA, Real Estate Economics, Loans, Loan Origination, REO, Loss Mitigation, Refinance, Valuation, Mortgage Banking, Credit, Mortgage Lending, Residential Mortgages, Appraisals
Education
Northwood University 1973 — 1977
Bachelor of Business Administration (BBA); Assoc Degree, Retail Mgmt; Assoic. Degree, Int.Design, Business Administration and Management, General, 4.0
Wells Fargo October 2007 - Present
Skills
Series 63, Retirement Planning, Investments, Mutual Funds, Credit, Banking, Loans, Strategic Financial..., Mortgage Lending
Education
Nova Southeastern University 2011 — 2013
Computer and Information Systems Security/Information Assurance
Northwood University-Florida 2009 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General
Ocean Bank August 2011 - September 2012
Wells Fargo May 2004 - August 2011
Skills
Banking, Loans, Credit, Portfolio Management, Investments, Mortgage Lending, Finance, Financial Analysis, Wealth Management, Credit Analysis, Taxations, Financial Services
Education
Nova Southeastern University 2014 — 2016
Master's degree, Accounting
Nova Southeastern University 2012 — 2014
Master's degree, Taxation
Portland State University August 2013 - Present
Portland State University March 2013 - July 2013
Wells Fargo July 2011 - March 2013
Abercrombie & Fitch February 2008 - April 2011
Skills
Microsoft Office, Market Research, Sales, SAP, GAAP, GAAS, Adobe Acrobat, Outstanding..., Build Strong..., Passion for Helping..., Passion for Success, Tenacious Work Ethic, Positive Team Player, Team Leadership, Six Sigma, QuickBooks, Customer Service, Cold Calling Experience, Customer Satisfaction, Inventory Management
Education
Northwood University-Florida 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Capital One March 2012 - Present
Company June 1999 - January 2007
Wells Fargo June 1999 - January 2007
Skills
Banking, Risk Management, Management, Portfolio Management, Leadership, Credit, Financial Analysis, Financial Services, Loans, Finance
Education
Northwestern University - Kellogg School of Management 1979 — 1981
Master of Business Administration (M.B.A.), Finance, General
Vanderbilt University 1973 — 1979
Bachelor's degree, History