Wells Fargo Bank
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 Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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17,543 Wells Fargo Bank employees in database. Find out everything there's to know about Wells Fargo Bank 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 Bank Employees
Georgia Institute of Technology June 2014 - Present
Ericsson May 2015 - August 2015
PNC October 2013 - June 2014
Wells Fargo Bank September 2011 - October 2013
Wells Fargo Bank June 2008 - September 2011
The MHA Group November 2007 - November 2008
Skills
Customer Service, Account Management, Wealth Management, Sales Management, Banking, Loans, Series 7, Retirement Planning, Recruiting, Credit, Investments, Microsoft Office, Microsoft Excel, Financial Analysis, Strategic Financial..., Financial Advisory, Insurance, Asset Managment, PowerPoint, Direct Sales, Asset Allocation, Equities, Negotiation, Retirement, Contract Negotiation, Data Analysis, Microsoft Word, Process Improvement, Sales Presentations, Technical Recruiting, Estate Planning, Marketing Strategy, Project Management, Lead Generation, Financial Modeling, Business Analysis, Sales Process, Leadership
Education
Georgia Institute of Technology 2014 — 2016
Master of Business Administration (MBA)
University of Tennessee-Knoxville 1999 — 2003
Marketing and Psychology, Bachelors
Wells Fargo September 2015 - Present
TriNet June 2015 - August 2015
Wells Fargo Bank August 2010 - May 2015
Wells Fargo April 2010 - August 2010
Robert Half International July 2009 - April 2010
Wells Fargo May 2006 - July 2009
Skills
Credit, Financial Services, Banking, Finance, Leadership, Mortgage Lending, Credit Cards, Loans, Commercial Banking, Strategic Planning, Investments, Insurance, Payments, Sales, Merchant Services, Customer Service, Management
Education
Georgia Southern University - College of Business Administration 2001 — 2006
Bachelor of Business Administration, Marketing
ProDrivers May 2013 - November 2013
ProDrivers May 2011 - May 2013
Wells Fargo Bank February 2010 - April 2011
CynerGreen January 2009 - January 2011
Enpol Engineered Resins January 2007 - June 2009
Ruby Tuesday, Chili’s, Spondivits, Six Feet Under 1998 - 2008
Enpol Engineered Resins December 2003 - November 2006
W. D. Childress & Company/Guardian Life July 1994 - July 1998
Skills
Customer Retention, Training, Employee Relations, Customer Satisfaction, Operations Management, Payroll, Sales Management, Inventory Management, Microsoft Excel, PowerPoint, Employee Benefits, Human Resources, Customer Service, Building Relationships, Microsoft Office, Accounts Receivable, Onboarding, Sourcing, Sales Process, Project Management, Account Management, Customer Experience
Education
Georgia State University - J. Mack Robinson College of Business
Bachelor's degree, Business Management
Georgia Perimeter College
Associate of Arts (A.A.), Psychology
BB&T December 2014 - Present
First Citizens Bank November 2013 - November 2014
Wells Fargo Bank July 2013 - November 2013
Wells Fargo Bank September 2011 - July 2013
Anthropologie December 2010 - September 2011
Live Oak Construction Supply, Inc. July 2010 - September 2011
Whole Foods Market February 2010 - September 2011
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2010
Bachelor of Business Administration, Managerial Sciences (Human Resources Management)
US Trust, Bank of America Private Wealth Management May 2013 - Present
Wells Fargo Bank May 2012 - May 2013
US Trust, Bank of America Private Welath Management May 2010 - March 2012
Merrill Lynch Trust Company April 2001 - June 2010
First National Bank & Trust Co. of the Treasure Coast (now Seacoast Bank) August 1997 - April 2001
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, PowerPoint, Microsoft Word, Project Management, Banking, Risk Management, Strategic Planning, Investments, Change Management, Business Strategy, Accounting, Negotiation, Certified Financial..., Strategic Financial..., Training, Management, Estate Planning, Portfolio Management, Wealth Management, Team Leadership, Wealth Management..., Asset Management, Financial Planning, Finance, Mutual Funds, Asset Allocation
Education
Institute of Certified Bankers 2011 — 2011
CTFA, Certified Trust and Financial Advisor
College of Financial Planning 2000 — 2000
CFP, Certified Financial Planner
Georgia State University 1994 — 1997
Master of Science (MS), Personal Financial Planning
University of Florida 1979 — 1982
Bachelor of Arts (B.A.), Political Science and Government
Wells Fargo Bank March 2015 - Present
Wells Fargo Beverage Finance Group December 2012 - February 2014
Wells Fargo Beverage Finance Group August 2011 - December 2012
Wells Fargo Private Bank June 2007 - August 2011
Wells Fargo Bank October 2005 - June 2007
Wells Fargo Bank October 2003 - October 2005
JPMorgan Chase November 2002 - October 2003
JPMorgan Chase May 2000 - November 2002
Skills
Portfolio Management, Commercial Banking, Financial Services, Loans, Banking, Credit Analysis, CRM, Leadership, Retail Banking, Private Banking, Negotiation, Contract Negotiation, Wealth Management, Due Diligence, Team Building, Client Relationship..., Problem Solving, Wholesale Banking, Compliance, Covenant Compliance, Presentation Skills, Moody's Risk Analysis..., Mentoring, Community Outreach, Strategic Communications, Organizational Behavior, Strategic Leadership, Project Management, Non-profit Board..., Volunteer Recruiting, Volunteering, Communication Skills, Fundraising
Education
Georgia State University - J. Mack Robinson College of Business 2012 — 2013
Masters of Business Administration, Organization Management
New York University 1997 — 1999
Bachelor of Arts, Political Science
Long Island University, Brooklyn Campus 1995 — 1997
Transferred to NYU
Trying Out Retirement February 2015 - Present
Central California Alliance for Health September 2014 - February 2015
MedeAnalytics January 2006 - September 2014
Wells Fargo Bank July 2003 - January 2006
MCI 1993 - 2002
Hitachi Data Systems 1984 - 1993
Fireman's Fund Insurance Company 1975 - 1984
Skills
Predictive Analytics, Forecasting, Modeling, SAS, Data Mining, SPSS, Analytics, Statistics, Market Research, Analysis, Cross-functional Team..., Data Analysis, Project Management, Healthcare, Business Intelligence, Enterprise Software, Databases, Process Improvement, Competitive Analysis, Statistical Modeling, Financial Analysis, Business Analysis, Sales, Market Analysis, Finance, Big Data, Predictive Modeling, Strategy, Product Development, Product Management, Requirements Gathering, SaaS, SQL, Business Analytics, Budgets, Management Consulting, Salesforce.com, Executive Management, CRM, Data Warehousing, Healthcare Information..., Program Management, Financial Forecasting, Business Process..., Consulting, Vendor Management, OLAP, Decision Support, SDLC, Business Objects
Education
Golden Gate University
Ph.D., Business Administration (Forecasting)
University of California, Berkeley, Haas School of Business 1973 — 1975
MBA, Business Administration (Market Research)
University of California, Berkeley, Haas School of Business
B.S., Business Administration (Finance)
Reso Holdings May 2015 - Present
Slidelane (acquired by Mommy Nearest) November 2012 - May 2015
Intuit June 2011 - April 2012
Wells Fargo Bank November 2008 - March 2010
Wells Fargo Bank August 2006 - November 2008
American Express 2005 - 2005
ADP January 2003 - August 2004
IBM February 2001 - February 2003
Fort Point Partners July 2000 - February 2001
Skills
Product Management, Analytics, Business Analysis, Program Management, SaaS, SDLC, Agile Methodologies, Business Intelligence, Competitive Analysis, Cross-functional Team..., Project Management, Product Development, Business Strategy, Enterprise Software, Salesforce.com, Vendor Management, Product Marketing, Software Project..., Business Development, Cloud Computing
Education
Georgetown University - The McDonough School of Business 2004 — 2006
Master of Business Administration (MBA)
University of California, San Diego 1996 — 2000
BA, Computer Science Engineering
Northern Trust March 2013 - Present
Wells Fargo Bank November 2008 - March 2013
Morgan Keegan May 2007 - November 2008
SunTrust March 2002 - May 2007
King & Spalding 1997 - 2002
Skills
Estate Planning, Wealth Management, High Net Worth..., Trusts, Estate Law, Wills, Wealth, Trust Services, Investments, Wealth Management..., Retirement Planning, Fiduciary, Loans, Asset Allocation, Investment Advisory, Finance, Financial Services, Financial Advisory, Investment Management, Securities, Series 7
Education
Georgia State University College of Law 1994 — 1997
J.D., Law
Sweet Briar College 1990 — 1994
B.S., Psychology
Wells Fargo Bank June 2005 - Present
SunTrust Bank June 2000 - August 2005
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2011
MBA
Morehouse College 1994 — 1998
BA, Business Administration
Domino's September 2014 - Present
Hampton Inn October 2010 - Present
Wells Fargo Bank May 2010 - November 2010
Walgreens June 2004 - January 2009
Skills
Customer Service, Word, Customer Satisfaction, Data Entry, Microsoft Office, Teamwork, Internet Research, Problem Solving, Retail, Troubleshooting, Facebook, Social Networking, Windows, Telephone Skills, Sales, Inventory Management, Cash Handling, PowerPoint, Time Management, Outlook, Hospitality, Access
Education
Globe University-Woodbury 2010 — 2015
Associate’s Degree, Information Technology, Final Quarter
Arlington Senior High 1998 — 2001
Birch Communications July 2015 - Present
AT&T November 2014 - May 2015
AT&T May 2014 - October 2014
Verizon Wireless January 2014 - May 2014
Hyatt Regency Hotel February 2012 - November 2013
Heery International March 2013 - October 2013
Wells Fargo Bank June 2012 - March 2013
Macy's November 2011 - March 2012
Choice Automotive August 2005 - August 2008
Skills
Microsoft Office, Corel, Quickbooks, Data Entry, Outlook, Administrative..., Customer Service, PowerPoint, Microsoft Word, Teamwork, Microsoft Excel, Customer Satisfaction, Phone Etiquette, Medical Terminology, Critical Thinking, Multi-line Phone, Payroll, Phone Skills, File Management, Management, Office Administration, Administrative..., Telephone Skills, QuickBooks, Leadership, Marketing, Social Media, Social Networking, Event Planning, Sales, Account Management
Education
Georgia State University 2008 — 2013
Bachelor, Public Policy; Public Non-Profit Human Resources Policy
Hancock Bank September 2013 - Present
Wells Fargo Bank January 2011 - August 2013
Wells Fargo January 2011 - December 2011
Wachovia, A Wells Fargo Company 2007 - 2011
Wachovia Bank January 2004 - 2007
Skills
Loans, Commercial Lending, Small Business Lending, Credit, Private Banking, Investments, Consumer Lending, Relationship Management, Business Relationship..., Banking, Credit Analysis, Cross Selling, Lines Of Credit, Retail Banking, Commercial Banking
Education
Georgia State University - J. Mack Robinson College of Business
MBA, Business
University of Florida 1997 — 2000
BS, Public Relations
Fidelity Bank March 2015 - Present
Wells Fargo Bank March 2011 - February 2015
Wendy's/Arby's Group, Inc. June 2010 - March 2011
Nichols, Cauley and Associates, LLC October 2003 - December 2009
Skills
Financial Reporting, GAAP, Internal Controls, SEC filings, Accounting, Auditing, Sarbanes-Oxley Act, General Ledger, US GAAP, Financial Accounting, CPA, Account Reconciliation, Financial Analysis, Tax, Variance Analysis, External Audit, Internal Audit, Tax Preparation
Education
Georgia Southern University 2002 — 2003
MAcc, Accounting
Georgia Southern University - College of Business Administration 1998 — 2002
BBA, Accounting
City and County of San Francisco May 2014 - Present
NVIDIA May 2012 - February 2014
Levi Strauss & Co. September 2010 - May 2012
Adobe Systems January 2010 - August 2010
Wells Fargo Bank September 2008 - December 2009
Skills
Project Management, Business Process, Requirements Analysis, Management, Business Analysis, Business Intelligence, Leadership, Strategy, Test Planning, Business Process Design, PMO set-up, Cross-functional Team..., Program Budgeting, IT Governance, Technology Roadmapping, Test Methodologies, Project Metrics, Start-ups Management, Lean Startup, Strategic Communications
Education
Georgia State University - J. Mack Robinson College of Business 2004 — 2008
BBA, Strategic Management & Information Technology
Berkshire Hathaway HomeServices California Properties Regional Sales DirectorPNC2009 - 2010
Wintrust Financial Corporation 2009 - 2009
Riggs National Bank 1999 - September 2002
Riggs National Bank January 1998 - June 1999
Wells Fargo Bank 1996 - 1997
Wells Fargo Bank October 1995 - December 1996
Wells Fargo Bank January 1995 - October 1995
Kidder Peabody & Company, Incorporated January 1993 - July 1994
Skills
Strategic Planning, Leadership, Business Development, Management, Sales Management, Cross-functional Team..., Coaching, Business Planning, Banking, Team Building, Leadership Development, Microsoft Excel, PowerPoint, Process Improvement, Operations Management, Risk Management, Financial Analysis, New Business Development, Loans, Human Resource Planning, Sales, Portfolio Management, CRM, Team Leadership, Project Management, Investments, Recruiting, Customer Service, Strategy, Start-ups, Executive Management, Entrepreneurship, Program Management, Analysis, Commercial Banking, Finance, Retail Banking, Training, Retail, Change Management, Management Consulting, Business Strategy, Credit, Financial Services, Business Analysis, Consumer Lending, Budgets, Insurance, Real Estate, Negotiation
Education
Golden Gate University
Bachelor's Degree, School of Business, Human Relations(Cum Laude)
KeyBank November 2013 - Present
SunTrust Bank April 2013 - November 2013
Wells Fargo Bank March 2011 - April 2013
Life Time Fitness November 2010 - March 2011
Campus Crossings February 2008 - July 2009
L.A. Fitness May 2006 - May 2007
Skills
Sales, Customer Service, Credit, Mortgage Lending, Consumer Lending, Retail Banking, Small Business Lending, Lines Of Credit, Series 63, Credit Cards, Cross Selling, Relationship Management, Loans, Banking, Series 6, Treasury Management, Underwriting, Loan Origination, Management, Insurance, Financial Analysis, Investments, Finance, Fixed Annuities, Mutual Funds, Microsoft Excel
Education
Georgia Southern University 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Georgia Southern University 2007 — 2010
Bachelors, Business Administration; Management
Robert Mark Technologies 2010 - 2013
Computer Associates November 1987 - June 2009
Computer Associates 2000 - 2009
Computer Associates, Inc 1987 - 2009
Wells Fargo Bank 1978 - 1988
Skills
Enterprise Software, Pre-sales, Project Management, Integration, Autosys, Security, Enterprise Architecture, Cloud Computing, Unix, Professional Services, Systems Management, Architecture
Education
Golden Gate University
Technical
Wells Fargo Bank June 2012 - January 2013
Jersey Girl Sports May 2010 - August 2012
Something Blue PR & Marketing September 2011 - January 2012
Skills
Microsoft Excel, Microsoft Office, Leadership, Microsoft Word, Event Planning, Teamwork, Social Media, Team Leadership, Public Speaking, Social Networking, Team Building
Education
Georgia State University 2008 — 2012
Bachelor of Arts (BA), Journalism and Public Relations
Wells Fargo Bank December 2013 - February 2015
The Home Depot June 2004 - June 2013
SunTrust Bank June 2003 - June 2004
Skills
Outlook, Customer Service, Customer Satisfaction, Telephone Skills, Training, Microsoft Office, Retail, Microsoft Word, Teamwork
Education
Georgia State University 1989 — 1995
Bachelor's degree, Biology
Wells Fargo Bank May 2014 - Present
Karen M. Judge August 2013 - May 2014
Wall&Main, Inc. March 2013 - August 2013
Toute la Nuit Loungewear, 2SisterDesigns 2003 - December 2012
Pacific Health Advantage November 2001 - November 2003
Project Arena January 2000 - November 2001
Convoy Corporation June 1998 - January 2000
California Psychological Association September 1994 - March 1998
Skills
marketing communications, public relations, budget planning &..., sales projections, vendor negotiation
Education
Georgetown University
Master of Arts (MA), Liberal Studies
University of Maryland College Park
Bachelor of Science (BS), Textiles
J.P. Morgan September 2015 - Present
Deutsche Bank August 2013 - August 2015
Citi June 2012 - August 2012
Wells Fargo Bank March 2011 - August 2011
Prudential Financial September 2009 - June 2011
Carol's Daughter September 2007 - July 2009
L'Oreal January 2007 - September 2007
Loreal USA January 2006 - December 2006
L'Oreal USA October 2004 - December 2005
Skills
Financial Modeling, Project Management, Financial Analysis, Finance, Risk Management, Forecasting, Process Improvement, Analysis, Strategy, Cross-functional Team..., Strategic Planning, Financial Reporting, Data Analysis, Business Analysis, Analytics, Competitive Analysis, Management, Leadership, Investments, Business Strategy, Corporate Finance, Valuation, Mergers & Acquisitions, Investment Banking, Financial Services
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
Georgia Institute of Technology 2001 — 2004
Bachelor of Science (BS), Chemical Engineering
Dacey Consulting Services February 2014 - March 2015
Wells Fargo Bank 2011 - 2014
Wells Fargo Bank 2010 - 2011
Wachovia, A Wells Fargo Company 2007 - 2010
Wachovia Bank 2002 - 2007
Wells Fargo Bank 1997 - 2002
Skills
Small Business Lending, Retail Banking, Commercial Lending, Loans, Banking, Credit, Leadership, Management, Finance
Education
Georgia State University
Marketing & Economics; Atlanta, GA
Orlando College
Commercial Arts Graduate; Orlando, FL
Ascent Real Estate Real Estate SalespersonAscent Real Estate2011 - Present
Merrill Lynch January 2008 - August 2010
Wells Fargo Bank July 2004 - December 2007
Gap Inc./Old Navy September 2003 - May 2004
Winter Construction August 2000 - August 2003
SouthTrust Bank October 1997 - June 2003
Skills
Buying, Selling, Investments, Real Estate, Investment Properties, First Time Home Buyers, Short Sales, Residential, Listings, Condos, Residential Homes, Banking, Real Estate Transactions, REO, Sales, Budgets, Commercial Real Estate, Mortgage Lending, Property, Home Staging
Education
Georgia State University - J. Mack Robinson College of Business 1998 — 2001
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Wells Fargo May 2015 - Present
Wells Fargo August 2009 - Present
SunTrust Bank August 2012 - July 2013
Wells Fargo Bank June 2011 - August 2012
Wachovia, A Wells Fargo Company August 2009 - July 2011
Wachovia, A Wells Fargo Company 2009 - 2010
Sparkfly 2007 - 2009
Forest Park Middle School February 2007 - June 2007
Pizza Hut January 2003 - January 2007
Skills
Management, Sales, Banking, Sales Management, Loans, Consumer Lending, Credit, Cross Selling, Mortgage Lending, Small Business Lending, Retail Banking, Customer Service, Lines Of Credit, Risk Management, Account Management, Email Marketing, Marketing, Accounting, Accounts Payable, Accounts Receivable, Account Reconciliation, Records Management, Operational Risk, Credit Analysis
Education
Georgia Perimeter College 2009 — 2013
Associate of Arts (A.A.)
Penn National Gaming February 2010 - Present
Wells Fargo Bank June 2008 - December 2009
Visa, Inc May 2005 - March 2008
Visa USA January 2002 - May 2005
E.pihany April 2000 - October 2001
IBM Consulting March 1997 - April 2000
Skills
Loyalty Marketing, Social Media Marketing, Marketing Strategy, Advertising, Marketing, Management, Brand Awareness, Direct Marketing, Product Development, Analytics, Email Marketing, Integrated Marketing, Marketing Communications, Digital Marketing, Online Marketing, Online Advertising, Competitive Analysis, Marketing Management
Education
Gettysburg College 1989 — 1993
BA, Accounting
Jackson Healthcare November 2014 - Present
LocumTenens.com February 2013 - Present
Wells Fargo Bank February 2011 - January 2013
Wells Fargo February 2011 - February 2012
Apache Cafe Inc. August 2008 - November 2010
Jackson's Music October 2006 - January 2008
Coyote Hearing Studio September 2006 - January 2008
Skills
Customer Service, Banking, Account Management, Loans, Microsoft Excel, Public Relations, Financial Analysis, Analysis, CRM, Human Resources, Management, Marketing, Outlook, Sales Management, Social Networking, Time Management
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2010
B.B.A., Managerial Science
Wells Fargo Bank 2004 - Present
Wells Fargo Bank February 1995 - Present
Wachovia, A Wells Fargo Company 1999 - 2004
Wachovia, A Wells Fargo Company 1995 - 1999
Skills
Six Sigma, Metrics, Analysis, Balanced Scorecard, Continuous Improvement, Business Analysis, Process Improvement, Project Management, Lean Manufacturing, Leadership, Banking, Business Process..., Business Process, Forecasting, Risk Management, Management, SDLC, Vendor Management, Program Management, Financial Services
Education
Georgia State University 1982 — 1984
MBA, Finance
University of South Carolina - The Moore School of Business
BS, Business Administration and Management, General
Glendale Police Foundation January 2014 - Present
Professional Child Development Associates November 2013 - Present
Sunland Tujunga Neighborhood Council March 2011 - Present
Credit Education Services March 2006 - February 2012
OneWest Bank December 2009 - October 2010
First Federal Bank of California October 2007 - December 2009
Armenian National Committee of America June 2008 - August 2008
Woodbury University 2006 - 2008
Wells Fargo Bank June 2000 - November 2006
Skills
Sales Management, Recruiting, Management, Banking, Team Building, Finance, Small Business, Business Development, Sales, Customer Service, Financial Analysis, Strategic Planning, New Business Development, Investments, Real Estate, Loans, Entrepreneurship, Property Management, Property Auctions, Property Financing, Property Consultancy, Environmental Research, Political Management, Politics, Elections, Leadership, Credit, Small Business Lending, Mortgage Lending, Public Speaking, Relationship Management, Investment Properties, Deposits, Commercial Mortgages, Financial Services, Risk Management, Commercial Lending, Loan Origination, Mortgage Banking, Business Planning, Consumer Lending, Portfolio Management, Commercial Banking, Retail Banking, Coaching, Leadership Development, Branch Banking, Retail
Education
Woodbury University 2006 — 2008
MBA, Business Administration
Woodbury University 2003 — 2005
Bachelors of Science, Business Managment
Glendale Community College 1998 — 2001
Associates of Arts, General Education
Wells Fargo Bank
Skills
Banking, Consumer Lending, Credit, Credit Analysis, Customer Service, Financial Analysis, Loan Origination, Loans, Mortgage Lending
Education
Globe University-Minneapolis 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.0
University of Ghana 2002 — 2006
Bachelor of Arts (BA), Economics
SunEdison January 2015 - Present
First Wind November 2011 - January 2015
Wells Fargo Bank 2005 - July 2012
Orrick, Herrington & Sutcliffe LLP 1995 - 2005
Chadbourne & Parke LLP 1992 - 1995
Skills
Securities Regulation, Licensing, Intellectual Property, Employment Law, project finance, capital markets, energy law and..., Renewable Energy Law, Joint Ventures, Banking, Administrative Law, Contract Negotiation, Real Estate, Legal Advice, Banking Law, Legal Compliance, Cross-border..., Renewable Energy, Securitization, Negotiation, Acquisitions, Corporate Finance, Energy, Legal Issues, Due Diligence, Corporate Law, Corporate Governance, Mergers, Litigation, Commercial Litigation, Management, Private Equity, Legal Writing, Legal Research, Civil Litigation, Mediation, Strategy, Finance, Dispute Resolution, Securities, Arbitration, International Law, Restructuring, Program Management, Structured Finance, Derivatives
Education
Georgetown University Law Center 1988 — 1991
JD, Law
Smith College 1982 — 1986
BA, Music, Afro-American Studies
PNC October 2013 - Present
StellarOne Bank September 2012 - October 2013
Wells Fargo Bank February 2011 - February 2012
Wells Fargo April 2003 - April 2011
Wachovia Bank 2003 - 2011
SunTrust Bank April 1999 - April 2003
SouthTrust Bank April 1997 - March 1999
Skills
Banking, Credit, Portfolio Management, Commercial Banking, Treasury Management, Management, Risk Management, Loans, Financial Risk, Credit Analysis
Education
Georgia State University
BBA, Finance
First American Bank and Trust Company June 2014 - Present
Wells Fargo Bank October 2010 - July 2012
Wells Fargo Bank January 2009 - October 2010
Sharp Residential Builders/Developers January 2008 - December 2008
Sharp Residential Builders/Developers January 2007 - January 2008
Sharp Residential Builders/Developers April 2005 - December 2006
Skills
Account Management, Budget & Cost Control, Business Development, Contract Negotiation, Project Management, Proposal Development, Relationship Building, Customer Support, Construction, Salesforce.com, Inter-personal, Financial Analysis, Negotiation, Process Scheduler, Cost Control, Relationship Management, Strategic Financial..., Team Building, Proposal Writing, Credit, Sales, Budgets, Sales Operations, Customer Service, New Business Development, Strategic Planning, Sales Management, Microsoft Excel, Banking, Management, Customer Satisfaction, Underwriting, Mortgage Lending, Time Management, Loans, Commercial Lending, Risk Management, Process Improvement, Real Estate, Credit Analysis, Investments, Cold Calling, Forecasting, Microsoft Office, Portfolio Management, Marketing, Financial Modeling, Training, Loan Origination, Consumer Lending
Education
Georgia Southern University - College of Business Administration
Bachelor, Economics
Wells Fargo Capital Finance December 2013 - Present
Wells Fargo Global Banking May 2011 - December 2013
Wells Fargo Bank September 2010 - May 2011
Wells Fargo Financial February 2009 - September 2010
Skills
Series 6, Series 63, Notary Public, Negotiation, Credit Analysis, Microsoft Excel, Risk Management, Market Analysis, Financial Structuring, Finance, Banking, Underwriting, Loans, Cold Calling, Sales, Salesforce.com, Account Management, Leadership, Recruiting, Financial Analysis, Management, Insurance, Credit, Portfolio Management
Education
Georgia State University 2009 — 2012
Master of Business Administration (MBA), Finance
University of Georgia - Terry College of Business 2006 — 2008
Bachelor of Business Administration (B.B.A.), Management
Georgia Southern University 2004 — 2006
Associates, Business Admin
BNY Mellon September 2012 - Present
Wells Fargo Bank January 2010 - September 2012
Wachovia Bank NA, a Wells Fargo Company January 2007 - December 2009
Wachovia Bank NA, a Wells Fargo Company November 2004 - December 2006
Wachovia Bank NA, a Wells Fargo Company July 1991 - November 2004
Bank of America June 1988 - June 1991
Skills
Small Business Lending, Commercial Lending, Loans, Commercial Banking, Banking, Credit, Credit Analysis, Consumer Lending, Mortgage Lending, Wealth Management, Lines Of Credit, Portfolio Management, Underwriting, Cross Selling, Retail Banking, Series 7, Investments, Mortgage Banking, Cash Management, Series 63, Treasury Management, Financial Services, Finance, Strategic Financial...
Education
Georgia State University 1986 — 1988
MBA, Management
The University of Georgia 1982 — 1986
Bachelor of Arts (BA), Industrial Psychology
Wells Fargo Bank 2013 - Present
Drakes Consulting 2008 - Present
Kaiser Permanente September 2010 - 2011
Genentech, Inc. 2004 - 2008
Commerce One, Inc. 2002 - 2003
Commerce One, Inc. 2000 - 2001
AT&T, Inc. (formally SBC Communications, Inc.) 1997 - 2000
Skills
Change Management, Project Management, Business Process..., Consulting, Internal Communications, Editing, Customer Service, Program Management, Project Planning
Education
Golden Gate University
MBA
University of San Francisco
BA
Wells Fargo April 2013 - Present
Bank of the West 2012 - 2012
Wells Fargo Bank February 2010 - August 2011
Wells Fargo Bank October 2004 - December 2009
Wells Fargo Bank September 2000 - September 2004
Wells Fargo Bank September 1998 - August 2000
Wells Fargo Bank December 1990 - August 1998
Skills
Banking, Risk Management, Credit Cards, Vendor Management, Financial Services, Process Improvement, Relationship Management, Operational Risk..., Program Management, Project Management, Team Building, Basel II, BSA/AML, Information Security..., Federal Regulation E, Credit, Portfolio Management, Business Continuity, Operational Risk, Management, Retail Banking, Credit Risk, AML, Enterprise Risk..., Loans, Treasury Management
Education
Golden Gate University
Bachelor of Science, Management
Trumbull High
Wells Fargo Bank June 2011 - Present
Wells Fargo Bank January 2011 - June 2011
Wells Fargo Bank September 2008 - December 2010
ATP Tour, Inc. 2006 - 2007
ATP Tour, Inc. 2005 - 2006
Skills
Debt Finance, Commercial Banking, Tennis, Investments, Mergers, Cash Management, Financial Analysis, Loans, Portfolio Management, Banking, Mergers & Acquisitions, Credit Analysis, Investment Banking, Credit, Finance, Financial Structuring, Underwriting
Education
Georgia Institute of Technology 2001 — 2004
B.S., Management, Certificate: Marketing
SunTrust September 2015 - Present
SunTrust Bank May 2012 - Present
Wells Fargo Bank December 2009 - May 2012
Wachovia, A Wells Fargo Company February 2006 - December 2009
Wells Fargo Financial May 2003 - February 2006
Skills
Banking, Loans, Finance, Leadership, Sales Management, Sales Process, Mortgage Lending, Business Development, Small Business Lending, Sales, Credit, Cash Management, Customer Service, Retail, Cross Selling, Cold Calling, Customer Relations, Retirement Planning, Referrals, Profitability, Financial Planning, Retirement, Coaching, Wealth Management, Consultative Selling, Mortgage
Education
The University of Georgia 2000 — 2003
BFACS, Consumer Economics
Georgia Southern University 1999 — 2000
Life Care Centers of America April 2014 - Present
Wells Fargo Bank April 2013 - November 2013
New Harmony Homes September 2012 - April 2013
La Parrilla Mexican Restaurant June 2009 - July 2012
Educators First June 2011 - August 2011
DMA Interior Intelligence January 2011 - July 2011
Skills
Microsoft, ALOHA, and..., Client focused and..., Acute attention to..., . High standard of..., Journal Entries, QuickBooks, Accounting, General Ledger, Account Reconciliation, Accounts Receivable, Accounts Payable, Bank Reconciliation, Fixed Assets, GAAP, Financial Statements, Accruals, Financial Accounting, Financial Reporting, Bookkeeping, Peachtree
Education
The University of Tennessee at Chattanooga 2014 — 2016
Master of Business Administration (M.B.A.)
Kennesaw State University 2010 — 2012
Bachelor of Business Administration, Accounting
Georgia Perimeter College 2009 — 2010
Associate of Science, Accounting
Universidad Libre de Colombia 2005 — 2007
McKinsey & Company October 2011 - Present
Georgetown University August 2009 - May 2011
PricewaterhouseCoopers April 2010 - August 2010
Experian 2007 - 2008
Wells Fargo Bank 2005 - 2007
Fannie Mae 2004 - 2005
Global Food & Nutrition Inc. 2001 - 2005
Mercy Corps 1999 - 2001
Skills
Strategy, Program Management, CRM, Risk Management, Financial Modeling, Financial Analysis, Data Analysis, Analytics, Market Research
Education
Georgetown University - The McDonough School of Business 2009 — 2011
MBA, Strategy, Policy, Emerging Markets
University of Maryland College Park 2001 — 2004
BA, International Relations
Capital One September 2014 - Present
Citi October 2013 - September 2014
TD Bank May 2011 - October 2013
Sandy Spring Bank June 2008 - May 2011
Wells Fargo Bank February 2006 - June 2008
Covington & Burling July 2003 - June 2005
Skills
Banking, Credit Analysis, Risk Management, Credit, Portfolio Management, Commercial Banking, Financial Analysis, Loans, Credit Risk, Financial Modeling, Cash Management, Underwriting
Education
Georgetown University - The McDonough School of Business 2009 — 2012
MBA
University of Virginia 1999 — 2003
Bachelor of Science (BS), Finance and Information Technology
Wells Fargo July 2012 - Present
Wells Fargo Bank August 2011 - July 2012
University of West Georgia August 2010 - July 2011
American Greetings April 2003 - July 2011
Medical Staffing Network May 2009 - August 2009
Education
University of West Georgia 2010 — 2011
MBA
Georgia College and State University 2006 — 2010
BBA, Management, Marketing
Acceptance Financial & Insurance Services May 2015 - Present
AXA Advisors July 2014 - Present
Lions Clubs International 2014 - 2015
Lions Clubs International 2014 - 2015
Kiran Analytics, Inc. June 2009 - July 2014
Community West Bank September 2005 - April 2009
Rabobank, N.A. March 2003 - September 2005
National Bank of Arizona fka Frontier State Bank June 2001 - December 2002
Rabobank, N.A. fka Mid State Bank & Trust December 1998 - June 2001
Wells Fargo Bank June 1996 - December 1998
Skills
Management, Financial Analysis, Portfolio Management, Commercial Banking, Commercial Lending, Leadership, Underwriting, Consumer Lending, Credit Risk, Sales Management, Financial Structuring, Private Banking, Small Business, New Business Development, Account Management, Cash Flow Lending, Credit Analysis, Special Asset Management, Branch Banking, Regional Managers, Mentoring, Supervising, Coaching Staff, Sales Process, Real Estate Finance, Accounts Receivable, Collections, Outlook, Credit Review, Client Relationship..., Relationship Marketing, Relationship Development, Business Relationship..., Credit Portfolio..., Credit Scoring, Banking Operations, Performance Consulting, Management Consulting, Loan Structuring, Commercial Credit, Community Banking, Bank Management, Insurance Planning, Insurance Strategies, Banking, Finance, Loans
Education
University of Phoenix 1989 — 1991
Bachelor of Science Business Administration, Finance Major, 3.59
Northern Arizona University 1986 — 1989
Finance
Yavapai College 1984 — 1984
Business
American Bankers Association 1974 — 1978
Banking
Glendale Community College 1974 — 1974
Business
Pierce College 1970 — 1970
Business
Life Pacific College 1967 — 1969
Religious Studies
Wells Fargo Wealth and Investment Management Strategy ConsultantWells FargoOctober 2014 - Present
Wells Fargo Bank February 2010 - October 2014
Wells Fargo September 2008 - February 2010
Wachovia November 2003 - August 2005
Skills
Analytical Skills, Strategic Thinking, Cross-functional Team..., Ideas Development, Relationship Management, Personal Responsibility, Sales Management, Financial Accounting, Cross Selling, Leadership, Mortgage Lending, Banking, Risk Management, Small Business Lending, Retail Banking, Commercial Lending, Credit Analysis, Credit, Financial Services, Loans, Coaching, Consumer Lending, Financial Analysis, Finance, Strategy
Education
Georgia Southern University 1995 — 1999
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Bank of America October 2014 - Present
Wells Fargo Bank 2006 - September 2014
Sears, Roebuck and Co. August 2005 - February 2006
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Bilingual, Banking, Finance, Portfolio Management, Strategic Planning
Education
Glendale Community College 2004 — 2006
Amazon June 2013 - Present
Davis Wright Tremaine LLP January 2013 - April 2013
United States District Court for the Northern District of California August 2011 - December 2011
Ropers, Majeski, Kohn & Bentley June 2011 - August 2011
California Department of Justice January 2011 - June 2011
San Francisco District Attorney's Office September 2010 - January 2011
San Francisco Homeless Advocacy Project June 2010 - August 2010
Wells Fargo Bank January 2005 - July 2009
United States Senate March 2006 - June 2006
MBNA America Bank N.A. June 2003 - January 2005
Skills
Corporate Law, State Politics, Tax Law, Civil Litigation, Westlaw, Litigation, Legal Writing, Legal Research, Legal Issues, Mediation, Commercial Litigation
Education
Georgetown University Law Center 2012 — 2013
Master of Laws (LLM), Taxation
Golden Gate University, School of Law 2009 — 2012
J.D., Corporate Law
University of California, San Diego 2003 — 2007
B.A. w/ Honors, Psychology and Political Science
Live Oak Restaurant May 2013 - Present
BB&T March 2012 - Present
Wells Fargo Bank February 2011 - March 2012
Skills
Customer Service, Microsoft Office, Sales, Leadership, Banking, PowerPoint, Microsoft Excel, Credit, Restaurant Management
Education
Georgia Southern University 2004 — 2008
Finance, Accounting and Finance
Comerica Bank March 2015 - Present
San Diego Private Bank formally Coronado First Bank 2005 - March 2015
Community National Bank (formerly Cuyamaca Bank) 1999 - 2005
Wells Fargo Bank 1989 - 1999
Skills
New Business Development, Commercial Banking, Commercial Lending, Credit Analysis, Sales, Product Development, Credit Cards, Branch Banking, Loans, Credit, Public Relations, Portfolio Management, Mortgage Lending, Small Business Lending, Commercial Mortgages, Banking, Loan Origination, Lines Of Credit, Mortgage Banking, Credit Risk, Retail Banking, Cash Management
Education
San Diego State University-California State University
Bachelor of Arts (B.A.), Public Administration
Glendale Community College
Associate of Arts (AA), Business Administration and Management, General
Wells Fargo Bank 2005 - Present
Skills
Business Intelligence, Microsoft SQL Server, Data Mining, ETL, Data Warehousing, OLAP, Relational Databases, Teradata, Data Modeling, SQL Tuning, Business Objects, Data Analysis, Dimensional Modeling, DTS, SSRS, Database Design, DB2, SSIS, Business Analysis, Data Warehouse..., Data Migration, Requirements Gathering, Crystal Reports, Performance Tuning, 'R' statistical software, RedGate SQL Compare, Teradata Data Warehouse, SDLC, SQL, Informatica, T-SQL, PL/SQL, Oracle, MDX
Education
Glendale Community College 2000 — 2003
Other, CIS
Murray State University 1985 — 1990
Bachelor's degree, Business/CIS
BB&T October 2011 - Present
Wells Fargo Bank September 2009 - October 2011
Skills
Banking, Customer Service, Sales, Consumer Lending, Small Business Lending, Credit, Financial Analysis, Loans
Education
Georgia Southern University 2009 — 2012
Masters, Business Administration
University of Georgia - Terry College of Business 2005 — 2009
Bachelor's of Business Administration, Finance
SAP April 2012 - Present
Novelis August 2011 - October 2011
SAP February 2011 - April 2011
LTC Supply Source October 2010 - February 2011
VSP Global May 2010 - July 2010
Wells Fargo Bank December 2009 - May 2010
State of California August 2009 - January 2010
Peabody Energy October 2009 - December 2009
MedImmune October 2008 - December 2008
Hewlett-Packard January 1989 - December 2008
Skills
Vendor Management, Leadership, Access, Business Analysis, ERP, SAP, Project Management, Business Process..., Business Intelligence, Business Process, Program Management, Requirements Analysis, MS Project, Change Management, Resource Management, Software Project..., CRM, Management Consulting, Process Improvement, Integration, SAP R/3, Pre-sales, Project Planning, Analysis
Education
Georgia Institute of Technology 1966 — 1969
B.S.
Mary Baldwin College 1964 — 1965
Synovus July 2014 - Present
Wells Fargo Bank July 2011 - July 2014
Melaleuca:The Wellness Company 2012 - 2012
Wells Fargo Bank May 2010 - July 2011
Wachovia Bank/Wells Fargo May 2007 - May 2010
Skills
Finance, Series 7, Investments, Loans, Retirement Planning, Sales, Wealth Management, Mutual Funds, Small Business Lending, Asset Allocation, Securities, Credit, Portfolio Management, Commercial Lending, Banking, Series 63, Georgia Life and..., Series 6, Long Term Care Insurance, Life Insurance, Variable Annuities, Fixed Annuities, Equity Indexed Annuities, Series 66
Education
Georgia Southern University - College of Business Administration 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Georgia Southwestern State University 2002 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo January 2014 - Present
Wells Fargo Bank September 2010 - December 2013
Wells Fargo Bank April 2008 - February 2011
Wells Fargo Bank October 2007 - April 2008
Wells Fargo Bank January 2007 - October 2007
Wells Fargo Bank August 2004 - December 2006
Washington Mutual October 2003 - August 2004
SunTrust Bank January 2000 - August 2003
Sears Regional Credit Card Operations Center 1996 - December 1999
Skills
Treasury Management, Accounts Receivable, Treasury Services, Credit, Commercial Lending, Cash Management, Credit Analysis, Commercial Banking, Loans, Banking, Portfolio Management, Financial Analysis, Credit Risk, Underwriting, Asset Based Lending, Cash Flow, Financial Modeling, Finance, Financial Risk, Lines Of Credit, Risk Management, Relationship Management, Middle Market, Process Improvement, Analysis, Financial Services, Strategy, Project Planning, Project Management, Leadership
Education
Georgia State University 1995 — 1999
BBA, Finance
Wells Fargo Bank August 2011 - Present
Wells Fargo December 2010 - August 2011
Wachovia, A Wells Fargo Company September 2007 - December 2010
Skills
Commercial Banking, Commercial Lending, Treasury Management, Finance, Merchant Services, Underwriting, Small Business Lending, Credit Analysis, Portfolio Management, Financial Analysis, Commercial Real Estate, Cross Selling, Relationship Management, Deposits, SBA, Lines Of Credit
Education
Georgia College and State University 2007 — 2009
MBA, Management
Wells Fargo Bank October 2010 - Present
Wells Fargo 2010 - 2013
Skills
Sales, Team Leadership, Sales Management, Customer Retention, Team Building, Customer Satisfaction, Cold Calling, Customer Service, Retail Banking, Banking, Consumer Lending, Credit Analysis, Leadership, Relationship Management, Cross Selling, Small Business Lending, Time Management
Education
Georgia State University 1989 — 1992
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Georgia Southern University 1987 — 1988
Callan Vending April 2011 - Present
Follett Higher Education Group December 2011 - January 2012
Wells Fargo Bank October 2010 - October 2010
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2013
Bachelors of Business Administration, Hospitality Administration
Wells Fargo Bank June 2011 - Present
Education
Georgia Southern University 2006 — 2011
Bachelor of Business Administration, Accounting
Charlton County High School 2002 — 2006
DuPont Pioneer July 2014 - Present
Wells Fargo Card Services May 2013 - July 2014
DuPont Pioneer November 2012 - May 2013
Synovus Technologies June 2012 - October 2012
Soft World, Inc. March 2012 - October 2012
Synovus Technologies March 2012 - June 2012
Wells Fargo August 2009 - February 2012
Wells Fargo Bank August 2007 - February 2009
Ameriprise Financial Services February 2007 - August 2007
Wells Fargo Bank October 2004 - February 2007
Skills
SDLC, Program Management, Banking, Business Requirements, Release Management, MS Project, Vendor Management, Risk Mitigation, Resource Management, Waterfall, Business Analysis, Retail Banking, Risk Management, Software Project..., Visio, Project Planning, User Acceptance Testing, Project Delivery, Requirements Gathering, Process Mapping, Internet Banking, Business Process Mapping
Education
Georgia College and State University 1972 — 1981
MBA, Management
Deloitte Transactions and Business Analytics LLP April 2008 - Present
Bank of America October 2003 - April 2008
Taylor Consulting Group, Inc June 2000 - October 2003
Taylor Consulting Group, Inc November 1999 - December 1999
SunTrust Banks June 1999 - August 1999
Norrell clients and associates August 1997 - August 1998
Norrell clients and associates October 1994 - August 1997
Wells Fargo Bank July 1993 - June 1994
Skills
Financial Modeling, Chartered Financial...
Education
Georgia Institute of Technology 1998 — 2000
Master of Science; MBA, Management; Finance, Accounting
University of Richmond 1989 — 1993
B.B.A, Finance/Marketing
Pace
Inkling December 2014 - Present
Twilio, Inc. October 2013 - November 2014
Oracle January 2013 - October 2013
Oracle August 2011 - January 2013
ADVANTIS Global Services May 2010 - August 2011
Unum December 2008 - May 2010
Wells Fargo Bank June 2007 - August 2008
Citi July 2006 - June 2007
Skills
Financial Analysis, Credit, Insurance, Financial Planning, Financial Reporting, Strategic Financial..., Business Development, SaaS, CRM, Enterprise Software, Cloud Applications, Cloud Computing, Leadership, Sales Process, Sales, Solution Selling
Education
Georgetown University - The McDonough School of Business
B.S.B.A. Management and Marketing
Acumen G LLC May 2009 - Present
Line2 2010 - 2013
Wells Fargo Bank December 2007 - March 2009
Independant Contractor January 2004 - December 2007
Georgia State University January 1999 - February 2002
Skills
Precious Metals, Finance, Banking, Business Development, Public Speaking, Business Strategy, Strategic Planning, Leadership, Entrepreneurship
Education
Georgia State University 1999 — 2002
Business Marketing and Computer Info Systems
Wells Fargo Bank July 2012 - Present
HSBC June 2004 - June 2012
Skills
Performance Management, Employee Relations, Leadership, Recruiting, Human Resources, Personnel Management, Organizational..., Change Management, Business Strategy, Negotiation, Strategy, Industrial Relations, Management, Talent Management, Talent Acquisition, Strategic Planning, Consulting, Employee Engagement, HR Policies, Organizational Design, HRIS, HR Consulting, Time Management, Sales, Succession Planning, Project Management
Education
University of New England (AU) 2001 — 2002
Master of Business Administration, Management
Glasgow Caledonian University 1998 — 2000
Master of Science, Human Resources Management
Valspar April 2014 - Present
Georgia Small Business Development Center July 2012 - April 2014
Wells Fargo Bank May 2007 - August 2012
Skills
Marketing Strategy, Consulting, Market Analysis, Credit, Retail Banking, Loan Origination, Marketing, Small Business, Financial Analysis, Credit Analysis, Risk Management, Banking, Management, Commercial Banking, Finance, Sales, CRM, Financial Services, Investments, Leadership, Training, Business Planning, Business Development
Education
Georgia Southern University 2005 — 2007
Master of Business Administration
Georgia Southern University 2003 — 2005
Bachelor of Business Administration, Marketing
East Georgia College 2000 — 2003
Associate of Arts in Psychology
VCA January 2011 - June 2014
Wells Fargo Bank June 2009 - July 2010
Montezuma Money Management February 2007 - April 2009
Skills
Portfolio Management, Financial Analysis, Leadership, Financial Reporting, Microsoft Excel, Financial Modeling, Accounting, Financial Accounting, Finance, PowerPoint, Microsoft Office, Customer Service, Management, Microsoft Word, Analysis
Education
Georgia Institute of Technology
Master of Science in Computer Science
Massachusetts Institute of Technology 2012 — 2013
San Diego State University 2004 — 2008
Bachelor of Science in Applied Arts and Sciences
Calibre Home Inspections Services January 2009 - Present
Wells Fargo Bank 2002 - 2008
Wells Fargo Bank 1998 - 2002
Wells Fargo Bank 1982 - 1998
Skills
Banking, Loans, Team Building, Mortgage Lending, Documentations, Customer Service, Management, Call Center, Vendor Management, Risk Management, Process Improvement, Customer Satisfaction, Training, Real Estate, Underwriting, Credit
Education
Diablo Valley College
Business Administration
Golden Gate University
Business Administration
Laney College
Associates of Science
McClymonds High
Wells Fargo Sponsored Seminars
VIS VIVA Energy and Services, Inc. January 2012 - Present
Wells Fargo Bank August 2007 - June 2011
Fulton Paper Company May 2004 - July 2007
Box USA September 2000 - May 2004
Skills
HVAC, Energy Star, New Business Development, Construction, Construction Management, Contractors, Renovation, Project Planning, Procurement
Education
Georgia Institute of Technology 1995 — 2000
Bachelor, Management
Conifer Financial Services June 2015 - Present
Dragon Financial Group October 2014 - May 2015
Conifer Financial Services June 2013 - October 2014
KPMG LLP July 2012 - June 2013
KPMG LLP November 2010 - July 2012
Wells Fargo Bank April 2007 - October 2010
Skills
Accounting, Financial Reporting, Internal Controls, Private Equity, Broker-Dealer, Assurance, Excel, GAAP, IFRS, Sales & Use Tax, Fund Accounting, Auditing, SOX 404, Account Reconciliation, SEC filings, Microsoft Excel, Financial Analysis, Financial Statements
Education
Golden Gate University 2008 — 2010
Master's Degree, Accounting
San Francisco State University 2000 — 2004
Bachelor's Degree, Business Administration
Kaiser Permanente (Rose International) April 2014 - Present
Future Tek Consulting, Inc. August 2001 - Present
First Republic Bank May 2013 - April 2014
Kaiser Permanente (Enclipse) May 2011 - May 2013
Wells Fargo Bank December 2009 - May 2011
First Republic Bank August 1998 - April 2009
iEnvision Technology 2000 - 2001
Lynch Marks & Associates 1998 - 2000
Whalen & Company 1995 - 1998
Coastcom 1992 - 1995
Skills
Vendor Management, Business Analysis, Disaster Recovery, Program Management, Project Management, Process Improvement, Integration, Information Security, Active Directory, IT Management, Information Technology, Consulting, System Deployment, Virtualization, Enterprise Architecture, Citrix, Troubleshooting, Business Intelligence, Windows Server, Management, VMware, Software Documentation, Security, Business Continuity, IT Strategy, SDLC, Data Center, Networking, Leadership, SharePoint, Project Planning, ITIL, Servers, Microsoft Exchange, Visio, Cloud Computing, System Administration, IT Service Management, CRM, IT Operations, Databases, Training, Team Management, Business Development, Business Process, Requirements Analysis, Infrastructure, PMP, SaaS, Project Portfolio...
Education
Golden Gate University 1988 — 1993
BS, Management
Central City Business Institute 1981 — 1983
AA, Executive Secretarial
Mohawk Central School 1977 — 1981
Wells Fargo Bank October 2014 - May 2015
Wells Fargo May 2014 - July 2014
Wells Fargo Home Mortgage October 2011 - April 2013
Wells Fargo Home Mortgage May 2008 - November 2009
Skills
Project Management, Budgets, Business Process, Business Analysis, Software Documentation, Risk Management, Process Improvement, Finance, Forecasting, Vendor Management, Access
Education
Georgia State University 1982 — 1984
Athenium Partners / RenewThink September 2013 - Present
Symantec Corp. 2010 - August 2013
Symantec Corp. 2006 - 2010
Wells Fargo Bank 2002 - 2006
Sun Microsystems 2000 - 2001
IT Solutions Inc. (now Keane) 1995 - 2000
University of New Brunswick 1993 - 1995
Tata Motors 1991 - 1993
Skills
Business Analysis, Cloud Computing, Product Management, Business Intelligence, Program Management, SaaS, Strategy, Management, Analysis, Project Portfolio..., Change Management, E-commerce, Management Consulting, Business Strategy, Business Development, Leadership, Mergers & Acquisitions, Entrepreneurship, IT Strategy, Business Process, Cross-functional Team..., Project Management, Telecommunications, Consulting, CRM, Go-to-market Strategy, Executive Management, Analytics, Strategic Partnerships, Start-ups, Vendor Management, Marketing, Enterprise Software, Business Process..., Business Planning, Integration, Professional Services, Team Management, Software Project..., Solution Architecture, Pre-sales, Business Transformation, Competitive Analysis
Education
HEC School of Management 2008 — 2010
TRIUM Global Executive MBA, Corporate Strategy, Marketing (B2B, B2C, Luxury), Mergers, Acquisitions & Alliances
London School of Economics and Political Science 2008 — 2010
TRIUM Global Executive MBA, Political Economy, Leadership, Negotiation Strategy
New York University - Leonard N. Stern School of Business 2008 — 2010
TRIUM Global Executive MBA, Competitive Strategy, Risk Management, Corporate Finance
University of New Brunswick 1993 — 1995
MS, Computer Science
Goa University 1987 — 1991
B Engg, Electronics & Telecom
Loyola High School
Loyola High School
Wells Fargo August 2010 - April 2013
Wells Fargo October 1995 - April 2013
Wells Fargo Bank May 2009 - August 2010
Wells Fargo March 2001 - April 2009
Wells Fargo October 2000 - March 2001
Wells Fargo July 1999 - September 2000
Wells Fargo 1998 - 1999
Wells Fargo 1997 - 1998
Wells Fargo 1996 - 1997
Wells Fargo 1995 - 1996
Skills
Underwriting, Credit, Loans, Banking, Due Diligence, Risk Management, Commercial Banking, Credit Analysis, Commercial Lending, Real Estate, Real Estate Economics, Investments, Finance, Financial Risk, Treasury Management, Insurance, Commercial Real Estate, Investment Properties, Corporate Finance, Asset Management
Education
Georgetown University 2009 — 2013
Masters of Professional Studies, Real Estate Finance
University of California, Irvine 1992 — 1996
BA, Social Ecology – Psychology and Social Behavior/Minor in Criminology, Law & Society
Various
Wells Fargo Bank September 2008 - Present
Wells Fargo Bank 2008 - Present
UBS Investment Bank 2006 - 2008
JPMorgan Chase 1988 - 2005
Education
Georgetown University 1986 — 1988
M.A., Economics
University of California, Berkeley 1983 — 1985
A.B., Economics, Money and Banking
Habif, Arogeti & Wynne,LLP August 2012 - Present
Credigy February 2011 - July 2011
Wells Fargo Bank September 2009 - February 2011
FTI Consulting June 2008 - September 2008
Morgan Stanley Smith Barney April 2004 - August 2004
Skills
Access, SQL, Quickbooks, Microsoft Excel
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
University of Georgia - Terry College of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Management
Sensible Foods March 2010 - Present
Whittier Law School August 2009 - Present
Peak Harvest Foods, LLC November 2002 - August 2009
Wells Fargo Bank April 1997 - November 2002
Bank Of America April 1994 - March 1996
Education
Whittier Law School 2010 — 2012
JD, Trademark, Business, Health Bill Law
Georgetown University - The McDonough School of Business 1990 — 1992
University of California, Davis 1982 — 1987
BS, Human Physiology
SunTrust Bank November 2013 - Present
Regions Bank August 2011 - October 2013
Wells Fargo Bank February 2011 - July 2011
Wells Fargo Bank August 2010 - February 2011
Wachovia Bank May 2008 - August 2010
Cool Daddy's Frozen Drink Entertainment ~ Beverage Catering 2000 - 2008
Dunhill Financial 1997 - 1999
Fat Tuesday Frozen Flavors 1990 - 1997
Skills
Small Business Lending, Banking, Commercial Lending, Customer Service, Credit, Loans, Sales, Business Development, Mortgage Lending, Management, Finance, Portfolio Management, CRM, Commercial Banking
Education
Georgia State University 1997 — 1999
PreMed, Psychology
Georgia Institute of Technology 1990 — 1996
Engineering
United States Military Academy at West Point 1986 — 1986
General Engineering
pacelli High School
Wells Fargo Bank May 1994 - Present
Skills
Credit, Commercial Lending, Loans, Small Business Lending, Banking, Credit Analysis, Commercial Banking, Mortgage Lending, Portfolio Management, Consumer Lending, Loan Origination, Financial Analysis
Education
Gettysburg College 1969 — 1973
Bachelor of Arts (B.A.), Business Administration and Management, General
Wells Fargo Bank 2014 - 2015
Department of Veterans Affairs 2013 - 2014
Coldwell Banker Commercial Metro Brokers 2012 - 2013
Better Homes and Gardens Real Estate Metro Brokers 2010 - 2013
Bank of America 2010 - 2012
Bank of America 2008 - 2010
US Department of the Treasury 2002 - 2009
Lady Foot Locker 2007 - 2008
Skills
Valuation, Accounting, Microsoft Excel, Microsoft Office, Budgets, Customer Service, PowerPoint, Financial Analysis, Microsoft Word, Outlook, Account Reconciliation, Financial Reporting, Process Improvement, Operational Excellence, Retail Management, Data Transcriber, Bookkeeper, Problem Solving, Leasing, Data Entry, Business, Small Business, Sales, Banking, Negotiation, Time Management, Risk Management, Real Estate, Investment Properties, Employee Training, Analysis, Training, Management, Leadership
Education
Keller Graduate School of Management 2010 — 2013
Master of Business Administration (MBA), Accounting
Georgia State University - J. Mack Robinson College of Business 2004 — 2007
Bachelor of Business Administration (B.B.A.), Real Estate and Managerial Sciences
Georgia Perimeter College 2002 — 2004
Associate's degree, Business Administration and Management
Wells Fargo Bank October 2004 - Present
U.S. Attorney's Office October 2001 - October 2004
Heller Ehrman July 2000 - December 2000
Skills
Software Documentation, Human Resources, Analytics, Databases, HRIS
Education
Golden Gate University
MPA, Public Administration
Office of Legal Education- National Advocacy Center
Advanced Information Technology in Litigation & Investigations
University of California, Davis
BA, Political Science & Psychology
WellsFargo June 2011 - Present
Wells Fargo Bank 2003 - Present
Wells Fargo August 2002 - Present
Wells Fargo 2001 - 2008
Skills
Financial Services, Business Intelligence, Risk Management, Financial Risk, Portfolio Management, Banking, SAS, Credit Risk
Education
Georgia State University 1992 — 1996
Wells Fargo Bank September 2008 - Present
Wachovia 2005 - 2006
Skills
Banking, Credit, Loans, Series 7, Financial Analysis, Wealth Management, Small Business Lending, Strategic Financial...
Education
Georgia Southern University - College of Business Administration 1998 — 2003
BBA, Computer Information Systems and Finance
Bank of America Merrill Lynch September 2013 - February 2015
Wells Fargo October 2012 - January 2013
Wells Fargo May 2010 - October 2012
Wells Fargo Bank January 2009 - May 2010
Skills
Investment Banking, Derivatives, Credit Derivatives, Microsoft Excel, Equities, Fixed Income, Securities, Debt & Equity Financing, Risk Management, Retirement Planning, Financial Analysis, Financial Services, Wealth Management
Education
University of Massachusetts, Amherst 2010 — 2013
Master of Business Administration (M.B.A.), Business- 4.0 GPA
Georgetown University 2004 — 2008
Bachelors of Science in Foreign Service, International Political Economy
Federal Reserve Bank of San Francisco 2012 - Present
Federal Reserve Bank of San Francisco 2008 - 2012
FTI Consulting 2006 - 2008
Hemming Morse, Inc. January 2005 - October 2006
Trinity Capital Inc 2001 - 2004
Trinity Capital Inc 1999 - 2001
Wells Fargo Bank 1997 - 1999
Skills
Access, Loans, Litigation, Fundraising, Financial Analysis, Credit, Financial Modeling, Risk Management, Analysis, Valuation, Business Analysis, Due Diligence, Finance, Project Management, Time Management, Analytics, Corporate Finance, Sarbanes-Oxley Act, Financial Reporting, Mergers & Acquisitions
Education
Golden Gate University 2012 — 2013
Master of Business Administration (M.B.A.)
University of San Francisco 1993 — 1997
BS
Ace Parking GT Sky Harbor. Airport July 2013 - Present
Ace Parking Inc.Sky Harbor August 2007 - Present
Wells Fargo Bank September 1998 - February 2007
Valley National Bank June 1985 - September 1997
Skills
Mentoring, Coaching, Accounting, Reconciling, Customer Service, Negotiation, General Ledger, Procedure Manuals, Standards Development, Organizing, Organizational..., Relationship Management, Public Law, Time Management, Bank Reconciliation, Operations Management, Customer Satisfaction, Income Statement, Budgets, Strategic Planning, Leadership, Human Resources, Process Scheduler, Supervisory Skills, Hiring, Management, Hospitality, Team Building
Education
Glendale Community College 1991 — 1993
Associate of Arts and Sciences (A.A.S.), Registered Nursing/Registered Nurse
Wells Fargo Bank March 2008 - Present
First Horizon National Corporation December 2005 - November 2007
Sequoia Bank February 2001 - April 2002
Skills
Mortgage Lending, Loans, Credit, Banking, Consumer Lending, Mortgage Banking, Credit Analysis, Loan Origination, Wealth Management, Portfolio Management, Commercial Banking, Retail Banking, Refinance, Lines Of Credit
Education
Georgetown University 2000 — 2002
Liberal Arts
Wells Fargo Bank September 2002 - Present
Wells Fargo February 1987 - Present
Wells Fargo 1987 - Present
First Interstate Bank February 1999 - August 2002
First Interstate Bank April 1996 - February 1999
Skills
CTI, Call Center, Cisco, ACD, Cisco ICM, Routing, Telephony, Unified Communications, Telecommunications, Workforce Management, PBX, Call Recording, Call Centers, Networking, Cisco Technologies, Vendor Management, Strategy, Call Logging, Troubleshooting, VoIP, Switches, Management, Integration, Leadership, Business Analysis
Education
Glendale Community College 2008 — 2009
Cisco Technologies
University of Nevada-Reno 1986 — 1990
American Institute of Banking 1987 — 1989
Edward C. Reed High 1983 — 1987
Diploma
Truckee Meadows Community College
Loyola Marymount University 2009 - 2013
Hongkong & Shanghai Banking Corporation Ltd (HSBC) 1990 - 1994
Security Pacific Bank 1986 - 1990
Crocker National Bank 1981 - 1986
Wells Fargo Bank 1979 - 1981
Education
Georgetown University
B.S.
University of California, Los Angeles
M.S.
SunTrust April 2015 - Present
Wells Fargo Bank August 2013 - April 2015
SunTrust Bank September 2001 - July 2013
First Union Bank August 2000 - August 2001
Virginia Department of Agriculture May 1990 - July 1997
Skills
Credit Analysis, Commercial Banking, Strategic Planning, New Business Development, Business Strategy, Commercial Lending, Management, Small Business Lending, Asset Based Lending, Banking, Business Development, Risk Management, Credit, Investments, Finance, Trade Finance, Portfolio Management, Loans
Education
Georgetown University
BS, Foreign Service, Asian Studies
The Chinese University of Hong Kong 1984 — 1985
Certificate in Asian Studies, Rotary Foundation Scholar for State of Indiana
CDI Corporation October 2009 - Present
Graffco December 2008 - February 2009
Jostens April 2008 - December 2008
GMAC ResCap December 2007 - April 2008
Wells Fargo Bank October 2006 - November 2007
Wells Fargo Bank April 2006 - October 2006
Wells Fargo Bank June 1999 - April 2005
Ernst & Young September 1998 - June 1999
Fisher Rosemount Systems, Inc. September 1996 - September 1998
Bio-Vascular, Inc. March 1993 - September 1996
Education
University of Minnesota - Carlson School of Management 1992 — 1994
MBA, Finance/Management Information Systems
Georgia State University
BAchelor of Arts, English/German
Law Office February 2011 - Present
Asian American Justice Center September 2010 - May 2011
Constitutional Court of Korea June 2009 - August 2009
Workplace Flexibility 2010 May 2008 - August 2008
Wells Fargo Bank February 2005 - October 2005
Skills
Public Policy, Legislation, Research, Hearings, Courts, Civil Litigation
Education
Georgetown University Law Center 2007 — 2010
Juris Doctor, Law
University of California, Berkeley 2003 — 2007
B.A., History
Wells Fargo Bank June 1990 - Present
Education
Georgia Institute of Technology 1985 — 2000
BS, Management
Georgia State University - J. Mack Robinson College of Business 1993 — 1995
Master of Business Administration (M.B.A.), Finance, General
Wells Fargo Bank February 1992 - Present
Wachovia 1992 - Present
Bank of America September 1988 - August 1991
Education
Georgia State University 1988 — 1990
MBA, Gen Business (Mgt, Finance)
University of Georgia - Terry College of Business 1984 — 1988
BBA, Finance
Wells Fargo Bank January 2011 - Present
Huron Consulting Group August 2009 - April 2011
BVT Equity Holdings September 2000 - May 2009
IRT Property Company(Now Equity One) March 1998 - September 2000
Bullock, Terrell & Mannelly January 1996 - March 1998
Travelers Insurance Company March 1991 - December 1995
Property Management Systems October 1986 - November 1990
Balcor Property Management August 1984 - October 1986
Southmark Properties October 1979 - February 1984
Citizens & Southern National Bank April 1973 - September 1979
Skills
Asset Management, Property Management, Asset Managment, Commercial Real Estate, Valuation, Investments, Due Diligence, Real Estate, Real Estate Transactions, Disposition, Portfolio Management, Mergers, Acquisitions, Loans, Mergers & Acquisitions, Leases, Property, Real Estate Economics, Mortgage Lending, Dispositions
Education
Georgia State University 1973 — 1974
MBA, real estate
University of South Florida 1969 — 1972
BA-, Finance
Citizens & Southern National Bank
credit training
Seabreeze
Wells Fargo Bank September 2009 - Present
Skills
Commercial Banking, Commercial Lending, Small Business Lending, Treasury Management, Wealth Management, Credit, Credit Analysis, Investment Banking, Loans, Private Banking, Finance, Cross Selling, Mortgage Lending, Portfolio Management, Banking, Asset Based Lending, Risk Management, Investment Management, Cash Management, Series 7, Lines Of Credit, Financial Services, Credit Risk, Loan Origination, Consumer Lending, Mutual Funds, Investments, Commercial Mortgages, Treasury Services, Operational Risk, Corporate Finance, Middle Market, Cash Flow Lending, Capital Markets, Series 63, Insurance, Securities, Underwriting, Financial Risk, Wealth Management..., Retail Banking, Asset Management, Relationship Management, Strategic Financial..., Mortgage Banking, Fixed Income, Investment Advisory, Financial Structuring, SBA
Education
Georgia State University
Master of Business Administration (M.B.A.), Finance
Southern Methodist University
Bachelor of Business Administration (B.B.A.), Accounting and Real Estate
Wells Fargo Bank November 2010 - Present
Wells Fargo Real Estate Managed Assets Group February 2009 - January 2011
Wells Fargo February 2009 - April 2010
Wells Fargo 2008 - 2009
Skills
Credit, Banking, Risk Management, Mortgage Lending, Commercial Banking
Education
Georgetown University - The McDonough School of Business 2006 — 2008
MBA, General Management/Finance
Princeton University 1997 — 2001
Bachelors, Sociology/Linguistics
Wells Fargo Bank April 2007 - Present
Wells Fargo Bank 2007 - Present
Bank of America October 1995 - January 2007
Education
Georgia State University 1985 — 1987
finance, finance
University of West Georgia 1983 — 1985
finance
City National Bank July 2007 - Present
Wells Fargo Bank April 1984 - July 2007
Security Pacific Bank September 1982 - April 1984
Skills
Treasury Management, Cash Management, Banking, Internet Banking, ACH, Relationship Management, Electronic Payments, Commercial Lending, Credit, Payments, Financial Services, Credit Analysis, Cross Selling, Credit Cards, Commercial Banking, Small Business Lending, Portfolio Management
Education
Glendale Community College 1982 — 1990
Wells Fargo Bank (formerly Wachovia Bank) December 2007 - Present
Wells Fargo Bank December 2007 - Present
SunTrust Bank February 1982 - December 2007
SunTrust Bank 2001 - 2007
Skills
Management, Financial Planning, Asset Management, Portfolio Management, Loans, Financial Analysis, Risk Management
Education
Georgia State University 1985 — 1989
BA, Accounting
CFA Institute
Wells Fargo Bank 2007 - Present
ING Investment Management 1996 - 2000
Education
Georgia State University 1994 — 1996
MBA, Finance
Wells Fargo Bank July 2005 - Present
Wells Fargo Bank July 2002 - June 2005
Wells Fargo Bank March 2000 - June 2002
Skills
Performance Consulting, Training Delivery, Blended Learning, Learning Management, Needs Analysis, Collaborative Problem..., Schedule Planning, Building Strong Teams, Strategic Partnerships, Organizational Learning, Virtual Teams, Mentoring, Project Implementation, Workshop Design, Change Management, Management Consulting, Employee Engagement, People Management, Training & Development, Self-directed, Reliability, Organizing, Highly Adaptable, Solution Provider, Integrity, Accountability, Tenacious, Critical Thinking
Education
Glendale Community College 1991 — 1995
General Studies
Wells Fargo Bank June 2013 - Present
Thomas Group Capital June 2007 - December 2009
E*TRADE Financial April 2006 - November 2006
Buckhead Real Estate Group December 2003 - December 2005
Coca Cola Parts August 2000 - December 2003
Education
Georgia Southern University 1992 — 1995
BBA, Finance Major
Frederick Douglass High
Wells Fargo Bank January 2015 - Present
Pinnacle Software Solutions August 2010 - Present
Apex Consulting Solutions July 2011 - January 2015
FourThought Group 2007 - 2009
McKesson 2000 - 2006
AT & T January 1984 - May 1999
Skills
SDLC, Business Analysis, Quality Management, Root Cause Analysis, Project Management, Quality Assurance, Business Process..., Business Process, ISO, Team Leadership, Team Building, Quality System, User Acceptance Testing, Testing, Program Management, Process Improvement, Software Documentation, Process Engineering, Requirements Analysis, MS Project, Performance Management, Manufacturing, Software Project..., HIPAA, Six Sigma
Education
Life Christian University
Theology/Divinity
Georgia State University
Computer and Information Sciences, General
Universty of Utah
Electrical and Electronics Engineering
Thrifty Mommy Co-op January 2015 - Present
Keller Williams 2012 - 2013
US Preferred Realty, Inc February 2009 - August 2011
Wells Fargo Bank 2008 - 2010
1st USA Realty Referral Service, LLC February 2007 - January 2009
ReMax 100 January 2006 - February 2007
Skills
Real Estate Transactions, Transaction Coordination, Real Estate Negotiation, REO, Single Family Homes, Buyers, Real Estate, New Home Sales, Luxury, Property, Listings, Apartments, Short Sales, Rentals, Townhomes, HUD, Buyer Representation, Relocation, First Time Home Buyers, Real Estate Development, Agents, Move Up Buyers, Foreclosures, ABR, Investors, Seniors, Property Management, Sellers, Refinance, Selling, Investments, Real Property, Residential Homes, Referrals, SFR, Condos, Investment Properties, Mortgage Banking, Vacation Homes
Education
Germanna Community College 2013 — 2016
Associate’s Degree, Registered Nursing/Registered Nurse
Northampton Community College 1999 — 2001
Associate’s Degree, Computer Information Systems
Wells Fargo September 2014 - Present
Wells Fargo July 2013 - September 2014
Wells Fargo Bank October 2010 - August 2013
WACHOVIA BANK June 2007 - August 2010
SunTrust Bank January 2007 - June 2007
Tillman Allen Greer August 2006 - January 2007
Skills
Loans, Small Business Lending, Mortgage Lending, Consumer Lending, Credit, Loan Origination, Lines Of Credit, Banking, Mortgage Banking, Series 63, Credit Analysis, Series 6, Refinance, Residential Mortgages, Hold Series 7
Education
Georgia Southern University 2014 — 2016
Master of Business Administration (MBA)
Georgia State University - J. Mack Robinson College of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.)
McIntosh High School 1998 — 2002
Georgia State University August 2010 - Present
Wells Fargo Bank January 2010 - May 2010
Ronald Blue & Co. June 2008 - November 2009
Skills
Applied Econometrics, Economics, Economic Modeling, Econometric Modeling, Statistics, Research, Customer Relations, Insurance, Financial Planning, Econometrics
Education
Georgia State University 2010 — 2015
Doctor of Philosophy (Ph.D.), Economics
Georgia State University 2010 — 2013
Master of Arts (MA), Economics
Georgia College and State University 2004 — 2008
BS, Economics
JPMorgan Chase November 2011 - Present
Wells Fargo Bank January 2000 - October 2011
Wells Fargo Advisors January 2000 - October 2011
Pinnacle Group Investments, LLC April 2007 - April 2009
Skills
Loans, Credit, Banking, Small Business Lending, Mortgage Lending, Consumer Lending, Credit Analysis, Retail Banking, Lines Of Credit, Series 63, Cross Selling, Series 6, Cash Management, Insurance, Microsoft Excel, Customer Service, Sales, Real Estate, Coaching, Negotiation, Credit Cards, Branch Management, Deposits, Refinance, Mortgage Banking, Investments
Education
Georgia State University 1999 — 2005
BA, Finance
Federal Reserve Bank of Atlanta June 2005 - Present
Wells Fargo Bank 2003 - June 2006
Education
Georgia State University - J. Mack Robinson College of Business 1996 — 2002
Bachelors, Business
Santander Bank September 2012 - Present
Wells Fargo Bank November 2008 - September 2012
Wachovia, A Wells Fargo Company November 2008 - June 2011
TD Bank January 2006 - July 2008
Hudson United Bank 2002 - 2008
First Union National Bank June 1995 - September 2002
First Fidelity Bank 1991 - 1995
First National Bank of Toms River 1973 - 1991
Skills
Commercial Lending, Credit, Asset Based Lending, Commercial Mortgages, Banking, Coaching, Financial Analysis, Sales Management, Customer Service, Leadership, Team Building, Small Business Lending, Loans, Commercial Banking, Mortgage Lending, Management, Relationship Management, Retail Banking, Lines Of Credit, Branch Management, Credit Analysis, Consumer Lending, Loan Origination, Cross Selling, Portfolio Management, Risk Management, Cash Management, Financial Services, Branch Banking, Finance, Refinance, Underwriting, Mutual Funds, Credit Risk, Series 63, Wealth Management
Education
Georgian Court University 1973 — 1985
Bachelor of Science, Business Administration
Georgian Court College 1973 — 1975
Bachelor of Business Administration (B.B.A.), Business Administration
Ocean County College 1971 — 1973
as, Mathematics
Wells Fargo Bank April 2009 - Present
The Manhattan Mortgage Company June 1996 - April 2009
Lehman Brothers December 1983 - June 1995
Skills
Mortgage Lending, Residential Mortgages, Condos, Refinance, Investment Properties, First Time Home Buyers, Real Estate Transactions, Real Estate, Vacation Homes, Real Estate Financing, Residential Homes, Mortgage Banking, Investors, Underwriting, Loans
Education
Gettysburg College 1975 — 1979
BA Business Administration, Business Administration
Wells Fargo Bank 2005 - Present
Skills
Credit Analysis, Banking, Credit, Financial Analysis, Loans, Portfolio Management, Commercial Banking, Capital Markets, Relationship Management, Commercial Lending, Investments, Credit Risk, Financial Modeling, Corporate Finance, Series 7, Management
Education
Georgia State University 1993 — 1997
BBA, Finance
Cadence Bank, N.A. June 2015 - Present
Wells Fargo September 2014 - June 2015
Wells Fargo September 2012 - September 2014
Wells Fargo Bank October 2011 - October 2012
Wells Fargo Bank January 2011 - September 2011
Wachovia, A Wells Fargo Company July 2010 - December 2010
Kmart Corporation January 2010 - May 2010
HGI- Mellow Mushroom HQ January 2010 - May 2010
French Quarter Cafe October 2008 - November 2009
Hyatt Regency July 2007 - October 2008
Skills
Customer Service, Banking, Analysis, Time Management, Outlook, Inventory Management, Sales, Customer Satisfaction, Credit, Leadership, Retail, Notary Public, Consumer Lending, Loans, Cash Management, Deposits, Cross Selling, Microsoft Excel, Risk Management, Team Building, Retail Banking, Loan Origination, Telephone Skills, Commercial Lending, Cash, Small Business Lending, Mortgage Banking, Teamwork, Relationship Management, Credit Cards, Credit Analysis, Commercial Banking, Lines Of Credit, Mortgage Lending
Education
Georgia Southern University - College of Business Administration 2005 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Hartford Funds 2014 - Present
Hartford Funds 2013 - 2014
Wells Fargo February 2012 - April 2013
Wells Fargo Bank January 2011 - February 2012
Wells Fargo Financial January 2009 - January 2011
Wells Fargo Financial August 2005 - January 2009
Wells Fargo June 2003 - August 2005
Skills
Leadership, Strategic Initiatives, CRM, Team Building, Process Improvement, Relationship Management, Business Development, Project Management, Coaching, Marketing, Financial Services, Mortgage Lending, Credit, Training, Salesforce.com, Analysis, Finance, Management, Sales, Strategy, Strategic Planning, Investments, Customer Service, Cross-functional Team..., Mortgage Banking, Credit Analysis, Sales Management, Mutual Funds, Credit Cards, Loans, Banking, Strategic Partnerships, Consumer Lending, Employee Training
Education
Gettysburg College 1999 — 2003
Bachelor of Arts (BA), Economics, Magna cum Laude
Gettysburg College 1999 — 2003
Bachelor of Arts (BA), Business Management, Magna cum Laude
Lancaster University 2002 — 2002
Wells Fargo Bank January 2009 - Present
Wachovia Private Advisory Group February 2007 - January 2009
Bank of America 1995 - 2007
Education
Georgia State University 1986 — 1988
University of West Georgia 1983 — 1986
Navigant Consulting. March 2014 - Present
American Society of Microbiology August 2013 - December 2013
Wells Fargo Bank March 2012 - June 2012
IDEAS organization March 2011 - February 2012
CELCITE MANAGEMENT SOLUTIONS June 2011 - August 2011
Subway Restaurant January 2006 - July 2011
Lin and Lilan Company January 2003 - May 2005
Skills
Financial Analysis, Data Analysis, Microsoft Excel, Business Analysis, Microsoft Office, Access, PowerPoint, Accounting, Business Process..., Customer Service, Team Leadership, Microsoft Word, Process Improvement, Risk Management, Banking, Analysis, Financial Modeling, Forecasting, Inventory Management, Financial Reporting, Leadership, Program Management, Management, Finance, Operations Management, Budgets, Business Strategy, Team Building, Project Management, SAP, Strategic Financial..., Teamwork, Project Planning, Strategy, Time Management, Auditing, Management Consulting, Training, Strategic Planning, Performance Management, Business Planning, Change Management, •Quantitative and..., Payroll, Financial Accounting
Education
Georgia State University 2006 — 2011
Bachelor of Science (B.S.), Economics
Wells Fargo Bank February 2004 - January 2013
Peluso, Castelluci & Weintraub Law Firm July 1997 - February 2004
Skills
Estate Planning, Portfolio Management, Wealth Management, Banking, Personal Financial..., Tax Preparation
Education
American Bankers Assocation 2007 — 2008
Certified Trust & Financial Advisor, CTFA
Georgian Court University
Bachelor of Business Administration (B.B.A.), Finance, General
Federal Reserve Bank of Richmond January 2015 - Present
Federal Reserve Bank of Richmond July 2013 - Present
Wells Fargo Bank June 2010 - July 2013
Wachovia Bank July 2007 - June 2010
UBS Financial Services August 2006 - December 2006
Skills
Analysis, Finance, Portfolio Management, Financial Analysis, Financial Risk, Risk Management, Banking, Financial Planning, Internal Controls, Process Improvement
Education
University of North Carolina at Greensboro
MBA
Georgia State University
B.A, Finance and Computer Information Systems
Jacksonville University August 2012 - Present
Wells Fargo Bank 2011 - 2011
The Bank of New York Mellon September 2003 - December 2010
Skills
Investments, Financial Analysis, Financial Reporting, Accounting, Financial Accounting, Account Reconciliation, Finance, Internal Controls, General Ledger, Auditing, Managerial Finance, Financial Modeling, Internal Audit
Education
Jacksonville University 2008 — 2010
Masters of Business Administration, Finance
Georgia State University - J. Mack Robinson College of Business 1999 — 2001
Bachelors of Business Administration, Finance
Chase April 2015 - Present
Wells Fargo March 2013 - March 2015
Wells Fargo September 2012 - March 2013
Wells Fargo Bank October 2011 - September 2012
Wells Fargo February 2011 - September 2011
Wells Fargo June 2008 - February 2011
Skills
Small Business Lending, Consumer Lending, Lines Of Credit, Loans, Uniform Combined State..., Series 6, Commercial Lending, Credit, Mortgage Lending, Banking, Series 7, Series 63, Home Equity, Commercial Banking, Credit Analysis, Loan Origination, Retail Banking, Home Equity Loans, Home Equity Lines of..., Cross Selling
Education
Georgia Perimeter College 2007 — 2010
Wells Fargo Bank September 2001 - Present
Skills
Series 63, Credit, Investments, Portfolio Management, Banking, Management, Loans, Credit Analysis, Securities, Asset Management
Education
University of Pennsylvania
Master of Public Administration (MPA)
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.)
Georgian Court University
Master of Business Administration (M.B.A.)
Wells Fargo Bank January 2000 - Present
Continental Grain Company June 1990 - June 1999
Skills
Outlook, Word, Travel..., Human Resources, Expenses, Teamwork, Administration, Accounts Receivable, Confidentiality
Education
Georgia State University 2000 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General
New York University
Associate of Arts (A.A.), Business Administration and Management, General