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
Wells Fargo Bank February 2010 - December 2012
Wells Fargo Bank May 2006 - January 2010
JPMorgan Chase August 2004 - April 2006
Skills
SAS, Financial Modeling, Banking, Credit Risk, Risk Management, Portfolio Management, Financial Risk, Credit, Analysis, Corporate Finance, Financial Analysis, Capital Markets, Credit Analysis, Analytics, Financial Services, Strategy, Management, Project Management, Loans, Due Diligence
Education
INSEAD (SG) 2013 — 2014
Master of Business Administration (M.B.A.)
Swarthmore College 1999 — 2003
BA, Major in Economics and Minor in Philosophy
Wells Fargo Bank November 2010 - Present
Wells Fargo Financial September 2007 - January 2011
ADP October 2004 - July 2007
Sprint March 2004 - October 2004
Alliance Technologies March 2002 - March 2004
Wellmark Blue Cross Blue Shield January 1998 - March 2002
Skills
Business Analysis, Data Mapping, HP Extreme Remote..., Oracle R12, Project Management, Enterprise Architecture, Technical Writing, Data Center, Benefits Administration, Software Development, Team Building, Leadership, Process Improvement, Management, Analysis, Six Sigma, Business Process, Oracle R12 Financials, Banking, Testing, Risk Management, Enterprise Software, Unix, Call Centers, Vendor Management, PMO, SDLC, Requirements Gathering, Visio, SQL, Software Documentation, Business Process..., Requirements Analysis, SharePoint
Education
Iowa State University 1989 — 1994
BA, Journalism/Public Relations
Wells Fargo Bank March 2011 - Present
Wells Fargo Home Mortgage March 2011 - December 2012
Wells Fargo Home Mortgage August 2009 - February 2011
Principal Financial Group January 2008 - June 2009
Skills
Mortgage Servicing, Business Analysis, Requirements Analysis, Requirements Gathering, Business Process..., Banking, Business Requirements, Business Process, Change Management, Financial Risk, Loss Mitigation, Process Improvement, Relationship Management, Team Leadership, User Acceptance Testing, Vendor Management, Risk Management
Education
Iowa State University 2005 — 2007
Bachelor of Arts (B.A.), Communication and Media Studies
Union College (NE) 2004 — 2005
Wells Fargo April 2013 - Present
Wells Fargo June 2010 - Present
Wells Fargo Bank March 2007 - June 2010
Wells Fargo Bank October 2005 - March 2007
Wells Fargo Bank November 2004 - October 2005
Wells Fargo Bank April 2004 - November 2004
Skills
Banking, Portfolio Management, Credit, Customer Service, Microsoft Office, Strategic Planning, Microsoft Excel, Training, Team Building, Project Management, Team Leadership, Sales
Education
Inver Hills Community College 2013 — 2015
Associate of Science (A.S.)
Hastings Sr High School 1986 — 1989
Diploma
Wells Fargo Bank September 2006 - Present
ACUITY, A Mutual Insurance Company June 2003 - September 2006
ThinkFast Consulting July 2001 - June 2003
Kohler Co. February 2000 - July 2001
Skills
Business Analysis, Data Warehousing, Customer Relations, Requirements Analysis, Documentation, Process Improvement, SQL, Change Management, SDLC, Business Intelligence, Problem Solving, Strategic Planning, Process Engineering, Business Process..., Business Objects, Visio, Excel, Microsoft Office, Team Leadership, Software Documentation, Requirements Gathering, Business Requirements, Business Process, Data Modeling, CRM, Project Management, Analysis
Education
Lakeland College 2001 — 2005
Master of Business Administration (M.B.A.), Business Administration, Summa cum laude
Lakeland College 1998 — 2000
Bachelor’s Degree, Computer Science, Summa cum laude
Inver Hills Community College 1992 — 1993
AA, Business
WELLS FARGO BANK October 2009 - Present
New Balance NORTH JERJEY August 2008 - September 2009
Skills
Customer Service, Direct Sales, Sales Management, Credit, Sales, Loans, Banking, Customer Retention, Forecasting, Insurance, Customer Satisfaction, Microsoft Excel, Cold Calling, Leadership, Management, Customer Experience, Financial Analysis, Budgets, Business Development, Team Leadership, Business Analysis, Retail, Sales Operations
Education
Iona College 2005 — 2006
MBA-FINANCE, FINANCIAL MANAGEMENT, 3.99
BNY Mellon Vice President - Enterprise Financial Messaging , Operational Business IntelligenceBNY MellonSeptember 2013 - April 2015
CBOE April 2013 - September 2013
PNC May 2011 - April 2013
JPMorgan Chase November 2010 - May 2012
PNC Bank May 2011 - January 2012
ValuAmerica 2011 - 2011
Fujitsu Network Communications May 2007 - October 2010
Wells Fargo Bank 2006 - 2007
cmc limited 1999 - 2005
United Utilities Public Limited Company 2002 - 2003
Skills
Data Warehousing, Data Modeling, Oracle, PL/SQL, SQL, Databases, Requirements Analysis, Performance Tuning, Unix, SQL Tuning, Database Design, Business Intelligence, ETL, Informatica, Database Administration, Erwin, Oracle RAC, Teradata, OBIEE, Oracle Applications, Weblogic, Shell Scripting
Education
IGNOU 1999 — 2001
Master of Business Administration (MBA), Finance, General, First Class
Osmania University 1991 — 1995
Bachelor of Engineering (BE)
Wells Fargo Bank July 2008 - Present
Trustcorp Mortgage/1st Source Bank April 1997 - July 2008
Skills
Nonprofits, Estate Planning, Credit, Financial Analysis, Loans, Retirement Planning, Investments, Portfolio Management
Education
Indiana University South Bend 1999 — 2004
Psychology, Psychology
Hunt Mortgage Group February 2015 - Present
Berkeley Point Capital LLC July 2014 - February 2015
Freddie Mac June 2012 - July 2014
Wells Fargo Bank August 2010 - June 2012
Skills
Financial Modeling, Cash Flow, Commercial Lending, Credit Risk, Debt & Equity Financing, Mergers & Acquisitions, Due Diligence, Mortgage Lending, Corporate Finance, Loan Origination, Valuation, Capital Markets, Finance, Asset Management, Credit, Analysis, Real Estate, Commercial Real Estate
Education
Indiana University Bloomington 2008 — 2010
B.A, Political Science & Economics
SPIRE Federal Credit Union May 2009 - July 2010
Wells Fargo Bank September 2007 - October 2008
Ruby Tuesday 2006 - 2007
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Microsoft Excel, Event Planning, Public Speaking, Photoshop, QuickBooks, Time Management, Data Entry, Advertising, Budgets, Editing, Event Management, Facebook, Fundraising, Leadership, Management, Marketing, Marketing Strategy, Online Marketing, Outlook, Public Relations, Retail, Sales, Social Media Marketing, Social Networking, Team Building, Training
Education
North Hennepin Community College 2012 — 2013
Associate of Science (A.S.)
Minneapolis Community and Technical College 2010 — 2012
Inver Hills Community College 2006 — 2007
Rosemount High School 2002 — 2006
High School Diploma
Fifth Third Bank May 2009 - Present
Wells Fargo Bank September 2004 - April 2009
CME Group June 2000 - August 2004
Education
Quinlan School of Business, Loyola University Chicago 2008 — 2011
MBA, Finance
Indiana University Bloomington 2000 — 2004
Bacelor's Degree, Finance
Series 6, 7, 63, 66 & IL Life/Casualty/Health Insurance
Wells Fargo Bank December 1984 - Present
Skills
Risk Management, Business Analysis, PMO, Project Management, Business Requirements, SDLC, Vendor Management, Banking, PMP, Visio, Project Portfolio..., Process Improvement, Integration, IT Management, Resource Management
Education
Pennsylvania State University-Penn State Abington 2001 — 2002
Project Management Certification, Project Management
Indiana University of Pennsylvania 1979 — 1982
Bachelor of Science (BS), Accounting
Trinity Bible Church April 2013 - Present
Wells Fargo Bank 2010 - 2012
Firms in Indiana, Maryland, and California 1992 - 2009
Nick's Sweet Retreat 1986 - 1990
Skills
Legal Compliance, Litigation Management, Office Management, office management,..., CPR certification, Planning & Execution of..., Mentoring, Operational Planning, Facilities Management, Needs Analysis, Nonprofits, Cpr Certified, Leadership, Customer Service, Small Business, Real Estate, Legal Writing, Sales, Community Outreach
Education
Indiana University-Purdue University at Indianapolis
Bachelor of Science (B.S.), Business Administration, Management and Operations
University of Indianapolis
Associate of Science (A.S.), Paralegal Studies
Wells Fargo Bank January 2011 - Present
Wells Fargo Bank May 2009 - January 2011
Wells Fargo Bank June 2007 - May 2009
Skills
Microsoft Office, Banking, Customer Service, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Financial Analysis, Sales, Insurance, Risk Management, Access, Data Entry, Leadership, Public Speaking, Team Building
Education
Indiana University-Purdue University at Fort Wayne 2004 — 2009
Bachelor of Science, Human Services
Manchester College 2003 — 2004
Siemens Wind Power February 2014 - Present
Siemens Wind Power July 2011 - February 2014
Siemens Wind Power June 2010 - July 2011
Siemens Wind Power June 2009 - June 2010
Iowa State University - WOI Radio October 2007 - May 2009
University of Northern Iowa December 2006 - August 2007
Wells Fargo Bank February 2003 - June 2004
Skills
Human Performance, Technical Writing, Technical Training, Customer Relations, Hydraulics, Electronics, Power Electronics, Power Distribution, C++, Customer Service, Compliance Audits, Scheduling, Project Planning, Project Implementation, Retrofits, Maintenance Management, Maintenance Planning, Statistics, Mathematical Modeling, Finite Element Analysis, 3D visualization, Management, Retrofit, Project Management, Wind Turbines, Engineering, SCADA, Renewable Energy, Solar Energy, Energy, Mechanical Engineering, Solidworks, Leadership, Matlab, Troubleshooting, Wind, Process Scheduler
Education
Iowa State University 2007 — 2009
Bachelor of Science (B.Sc.), Mechanical Engineering
University of Northern Iowa 2005 — 2007
Bachelor of Science (B.Sc.), Applied Physics
Crossroad Child & Family Services August 2008 - Present
Junior League of Fort Wayne September 1999 - Present
Project READS July 2008 - June 2015
Big Brothers Big Sisters of Northeast Indiana June 2007 - May 2013
Family and Children's Services July 2006 - June 2009
Wells Fargo Bank July 2005 - August 2008
Indiana Univeristy Purdue University Fort Wayne July 2004 - June 2007
Wells Fargo Bank July 1998 - June 2005
Wells Fargo Bank June 1996 - June 1998
Skills
Client Liaison, Program Development, Board of Director..., Board Governance, Business Development, Business Process..., Long-term Customer..., Non-profit..., Sales Management, Change Management, Program Management, Program Evaluation, Training Delivery, Job Coaching, Peer Mentoring, Youth Mentoring, Customer Service, Community Outreach, Recruiting, Public Speaking, Social Services, Board of Directors, Organizational..., Fundraising, Training, Leadership, Management
Education
Indiana University-Purdue University at Fort Wayne
BGS, Organizational Leadership, Business, and Psychology
The College of Wooster
Psychology
Niskayuna High School
Wells Fargo June 2014 - Present
Wells Fargo Bank May 2006 - June 2014
Skills
Analysis, Banking, Financial Analysis, Mortgage Lending, Process Improvement, Risk Management, Business Objects, Access, Visio, Business Process..., Business Analysis, Requirements Analysis, Microsoft Office
Education
Inver Hills Community College
Information Technology Computer Networking
Wells Fargo September 2012 - Present
Wells Fargo Bank September 2010 - August 2012
Wells Fargo Financial May 2010 - August 2010
Argus Information and Advisory Services August 2009 - April 2010
Hudson City Savings Bank May 2009 - August 2009
New York Life Insurance Company June 2008 - October 2008
Skills
Finance, Customer Service, Microsoft Office, Teamwork, Leadership, Credit, Banking, Financial Analysis, Portfolio Management, Loans, Credit Analysis, Credit Risk, Credit Cards, Financial Services, Management
Education
Iona College 2008 — 2010
Business Administration, Finance
La Salle University 2006 — 2007
Business Administration, Finance
Waterman Financial Services January 2014 - Present
Rotary District 6540 April 2012 - Present
Fifth Third Private Bank November 2010 - January 2014
Rotary District 6540 July 2009 - April 2012
Wells Fargo April 2005 - November 2010
Wells Fargo Private Bank July 1989 - November 2010
Wells Fargo Bank 2002 - 2004
Wells Fargo 1999 - 2002
Norwest Bank 1993 - 1998
Skills
Strategic Financial..., Sales Management, Singing, Retirement Planning, Estate Planning, Insurance, Investments, Banking, Wealth Management, Retirement, Wealth, Trusts, Employee Benefits, Financial Planning, Annuities, Long Term Care, Pensions, Funding, Asset Management, Disability Insurance, Credit, IRA's, Mutual Funds, Savings, Investment Advisory, Inheritance Tax Planning, 401k, Securities, Wills, Long-term Care, Wealth Accumulation, Probate, Investment Strategies, Financial Advice, Series 7, Asset Allocation, High Net Worth..., Private Banking, Wealth Transfer, Financial Advisory, Trust Services, Loans, Bonds, Private Wealth..., Alternative Investments, Risk Management, Personal Finance, Retirement Income..., Fixed Income, Succession Planning
Education
Indiana University—Purdue University Fort Wayne 1980 — 1986
Business, Economics
Indiana University—Purdue University Fort Wayne
Bachelor of Science (B.S.) (Economics), Economics
Houston ISD September 2012 - Present
ExxonMobil July 2011 - September 2012
Merck June 2010 - August 2010
Cornell Companies March 2010 - May 2010
HireSynergy 2007 - 2009
BMC Software 2004 - 2007
Wells Fargo Bank 2003 - 2004
The Coca-Cola Company 2001 - 2002
Skills
Project Management, Business Development, Strategic Planning, Analysis, Internal Audit, Data Analysis, Business Analysis, Change Management, Business Strategy, Strategy, CRM, Human Resources, Training, Marketing, Talent Acquisition, Customer Service, Leadership, Business Process..., Recruiting, Management Consulting, Management, Organizational...
Education
Rice University - Jones Graduate School of Management 2009 — 2011
M.B.A., General Management, Entrepreneurship, and Human Resources
Iowa State University 1999 — 2003
B.S., Finance
CIMBA International University (Italy) 2002 — 2002
Study Abroad, International Business
Rockwell Collins May 2009 - Present
Penford Products September 2006 - March 2009
Wells Fargo Bank March 2002 - September 2006
R. S. Stover Company July 1998 - January 2002
Skills
Microsoft SQL Server, JavaScript, Access, .NET, Project Management, Visual Studio, VBA, ASP, HTML, PHP, CSS, Perl, VBScript, MySQL, SQL, C#, Visual Basic, Databases
Education
Kaplan University 2008 — 2010
Software Development
KRS Computer & Business School 2000 — 2001
A.A. Visual Basic, Visual Basic
Iowa State University 1997 — 1999
Computer Science
University of Iowa 1995 — 1997
Electrical and Electronics Engineering
Wells Fargo May 2014 - Present
Alliance For a Better Utah 2013 - 2014
Wells Fargo Bank March 2001 - September 2012
FINOVA Capital Corporation August 1999 - February 2001
Citibank July 1986 - July 1999
Republic Bank July 1982 - July 1986
American National Bank August 1981 - July 1982
Skills
Workout, Loans, Commercial Lending, Bankruptcy, Cash Flow Lending, Lines Of Credit, Commercial Banking, Underwriting, Credit Administration, Risk Management, Due Diligence, Financial Structuring, Valuation, Restructuring, Middle Market, Corporate Finance, Financial Analysis, Credit Risk, Commercial Real Estate, Cash Management, Litigation, Credit, Banking, Financial Risk, Finance, Asset, Credit Analysis, Commercial Mortgages, Portfolio Management, Leveraged Finance, Treasury Management, Small Business Lending, Asset Based Lending
Education
The University of Chicago - Booth School of Business 1979 — 1981
Master of Business Administration (MBA)
Indiana University Bloomington 1975 — 1979
BS
Bloomington North High School 1972 — 1975
LendingTree August 2014 - Present
Med World Live June 2013 - August 2014
Citibank March 2012 - February 2013
Luxury Mortgage Corp April 2010 - March 2012
Bank of America 2007 - 2010
Wells Fargo Bank 2004 - 2007
MortgageIT IPI Skyscraper 2002 - 2003
Skills
Mortgage Lending, Loans, Real Estate, Finance, Investors, Mortgage Banking, Refinance, Investment Properties, Residential Mortgages, Banking, Loan Origination, Small Business, Single Family Homes, Residential Homes, Commercial Mortgages, Sellers, First Time Home Buyers, Condos, Sales, Credit, VA loans, FHA, FHA financing, Commercial Lending, Real Estate Financing, Credit Analysis
Education
University of North Carolina at Chapel Hill 1982 — 1986
Institut Supérieur de Gestion 1992 — 1994
mba, finance, international business
Ivy School of Real Estate - Instructor 2003 — 2004
RE Sales, finance, sales, RE Law
Wells Fargo Bank October 2006 - Present
Wells Fargo Bank October 1996 - September 2006
Skills
Internet Recruiting, Applicant Tracking..., Employee Relations, Onboarding, Training, Talent Acquisition, College Recruiting, Recruiting, Technical Recruiting, Interviews, Talent Management, Human Resources, Temporary Placement, Hiring, Screening Resumes, Sourcing, Resume Writing, Customer Service
Education
Indiana Wesleyan University 1988 — 1990
Bachelors of Business Administration
Indiana-Purdue University at Fort Wayne 1980 — 1984
Associates of Applied Science, Supervision
Lend Lease January 2014 - Present
Dixon Hughes Goodman LLP July 2013 - January 2014
Wells Fargo January 2013 - July 2013
Wells Fargo November 2012 - January 2013
Bank of America June 2012 - November 2012
Bank of America December 2011 - June 2012
hiSoft Technology International (formerly NouvEON) April 2011 - November 2011
Bank of America March 2009 - December 2010
Wells Fargo Bank January 2010 - April 2010
Charlotte Bobcats 2005 - 2010
Skills
Business Process..., Business Analysis, Business Process, Enterprise Architecture, Agile Methodologies, Six Sigma, Business Process Design, PMO, Project Management, Business Requirements, User Acceptance Testing, Management, Strategy, Analysis, Business Process..., Governance, Microsoft SQL Server, Project Planning, Software Documentation, Analytics, Testing, Leadership, Enterprise Software, Risk Management, SDLC, SQL, Vendor Management, Access, Training, Databases, Visio, Process Improvement, IT Strategy, Business Intelligence, Requirements Gathering, CRM
Education
Iowa State University 1996 — 2005
BS, Major - Finance Minor - Political Science
MNW
Seacoast Commerce Bank February 2013 - Present
BBVA Compass December 2010 - February 2013
Wells Fargo Bank March 2009 - December 2010
Reliance Bank April 2008 - April 2009
LEHMAN BROTHERS SMALL BUSINESS FINANCE, INC 2001 - 2008
Skills
Loans, Commercial Lending, Commercial Mortgages, SBA, Real Estate, Finance, Commercial Real Estate, Banking, Real Estate Economics, Funding, Small Business Lending, Credit, Credit Analysis, Real Estate Financing, Commercial Banking, Investments, Real Estate Development, Portfolio Management, Underwriting, Mortgage Lending, Refinance, Loan Origination, Real Estate Transactions, Mortgage Banking, Construction Loans, Financial Analysis, SBA 504, Middle Market, Cash Management, Credit Risk, Cash Flow Lending
Education
Indiana University Bloomington 1981 — 1984
Finance, Finance
High School
Prospect Mortgage, LLC January 2013 - Present
Mattos Law Office June 2009 - June 2011
Wells fargo Bank 2011 - 2011
Hilton Minneapolis St. Paul Airport - Mall of America February 2008 - May 2009
Mattos Law Office September 2005 - February 2008
MidCountry Bank December 2004 - September 2005
Radisson Hotel/Sheraton Bloomington February 2003 - June 2004
Embassy Suites Mall of America January 2000 - February 2003
Radisson River Front Hotel June 1995 - January 2000
Skills
Event Planning, Hospitality, Bilingual, Creativity, Teamwork, Problem Solving, Critical Thinking, Ownership, Accounts Payable, Accounts Receivable, Office Skills, Office Support, Operations Management, Call Center..., Revenue Forecasting, Leadership, Management, Data Entry, Legal Receptionist, General Administrative..., Bookkeeping, Microsoft Office, QuickBooks, ADP Accounting, Customer Service, Events, Microsoft Excel, Banking, Hotels, Front Office, Forecasting, Hospitality Industry, Interviews, Hotel Management, Employee Relations, Training
Education
Department of Employment and Economic Development 2012 — 2012
National Career Readiness Certificate (NCRC), Educational Assessment, Testing, and Measurement, Certificate
Inver Hills Community College 2004 — 2005
GED, High School Equivalence Certificate Program
Tecnologico de Monterrey 1990 — 1990
Advance Computer (Mexico), Human Resources Management/Personnel Administration, General
Verizon Cellular Sales August 2015 - Present
Bank of America October 2013 - July 2015
First Niagara Bank June 2012 - June 2013
Wells Fargo October 2011 - May 2012
Wells Fargo Bank January 2009 - January 2012
Dobson Communications August 2007 - January 2008
Skills
Banking, Small Business Lending, Sales Operations, Consumer Lending, Sales, Coaching, Commercial Lending, Account Management, Credit, Customer Experience, Customer Retention, Finance, Investments, Leadership, Loans, Mortgage Lending, New Business Development, Retail Banking, Sales Management, Training
Education
Iona College 1996 — 2000
Bachelor's degree, Mass Communications
Iona College 1993 — 1996
Bachelors, Mass Communications focusing on advertising
Zimmer June 2011 - Present
Zimmer Holdings, Inc October 2007 - June 2011
Zimmer Holdings, Inc March 2006 - October 2007
Accountemps @ Zimmer Holdings, Inc. June 2005 - March 2006
Ward Corporation April 2004 - May 2005
Indiana/Purdue University October 2003 - April 2004
Wells Fargo Bank August 2000 - April 2002
Skills
Human Resources, Employee Benefits, HRIS, SAP, Deferred Compensation, Management, Budgets, Program Management, Software Documentation, Auditing, Integration, Microsoft Excel, Accounts Receivable, Compensation & Benefit, Account Reconciliation, Invoicing, Process Improvement
Education
Indiana University—Purdue University Fort Wayne 2000 — 2005
Bachelor of Science Degree, Accounting
City National Bank 2001 - Present
Bank of America 1995 - 2000
Claudette Lussier Fine Art 1990 - 1995
Wells Fargo Bank 1987 - 1990
Credit Lyonnais 1984 - 1987
Credit Lyonnais 1981 - 1984
Skills
Commercial Lending, Commercial Banking, Private Banking, Banking, Wealth Management, Wealth Management..., Estate Planning, Loans, Investments, Portfolio Management, Capital Markets, Credit, Investment Advisory, Asset Management, Credit Analysis, Risk Management
Education
INSEAD 1980 — 1981
MBA
Universitat Heidelberg 1980 — 1980
non-degree candidtate, German language studies
University of Michigan 1976 — 1979
BA, French Language and Literature
National Tax Advisors Inc November 2014 - Present
Tax Matters Solutions, LLC January 2005 - November 2014
Myers CPA Group, PC 1998 - 2001
Wells Fargo Bank August 1994 - November 1998
Skills
Accounting, LLC, QuickBooks, Finance, Small Business, Tax, Corporate Finance, Mergers & Acquisitions, Auditing, Start-ups, Tax Preparation, Income Tax, Strategic Planning, Financial Analysis, Tax Accounting, Business Strategy, Strategic Financial..., Financial Statements, CPA, Management Consulting, Budgets, Payroll, Due Diligence, Corporate Tax, Business Planning, Bookkeeping, Financial Reporting, Entrepreneurship, Management
Education
Indiana University—Purdue University Fort Wayne 1991 — 1998
BS Business, Accounting
Responsys May 2014 - Present
Salesforce.com February 2012 - Present
TriNet September 2010 - February 2012
Wells Fargo Bank November 2008 - November 2010
Wells Fargo Home Mortgage April 2002 - November 2008
Wells Fargo Home Mortgage April 2000 - April 2002
Skills
Sales Management, Salesforce.com, Onboarding, Account Management, Applicant Tracking..., Business Development, Business Strategy, CRM, Cloud Computing, Cold Calling, Customer Service, Direct Sales, Employee Benefits, Entrepreneurship, Financial Services, HRIS, Human Resources, Investments, Management, Mortgage Lending, Negotiation, New Business Development, Process Improvement, Professional Services, SaaS, Sales, Selling, Social Networking, Start-ups, Strategic Partnerships, Strategy, Team Building
Education
Iowa State University 1989 — 1994
Fidelity National Title January 2013 - Present
Fidelity National Title July 2012 - January 2013
Juday Creek Golf Course and Events Facility March 2007 - July 2012
Wells Fargo Bank January 2004 - March 2007
Skills
Short Sales, REO, Real Estate Transactions, Real Estate, Foreclosures, First Time Home Buyers, Title Insurance, Sellers, Investment Properties, Residential Homes, New Home Sales, Single Family Homes, Investors, Relocation, Condos, Referrals, Buyers, Selling, Luxury, Sales
Education
Indiana University South Bend
Penn High School
San Francisco Hypnotherapy Center July 2004 - Present
Providian Financial Corporation 2000 - 2002
Wells Fargo Bank 1979 - 2000
Skills
Hypnotherapy, Healing, Smoking Cessation, Personal Development, Public Speaking, Wellness, Healthcare, Coaching, Research, Teaching, Self-esteem, Program Management, Voiceovers, Spokesperson, Film Actor, Couples Counseling, Information Technology, Technical Writing, Enneagram, Computers, Consulting, Executive Management, Hypnosis, Experience Working with..., Creative Writing, News Writing, Speech Writing, Creative Problem Solving, Mediation, Advising People, Advocate, Media Relations, Journalism, Analysis, Jungian psychology, Astrology, Film Production, Leadership, Strategic Planning, Entertainment, Acting, Highly skilled..., Handyman Services, Odd Jobs, Cognitive Behavior..., Helping Others Succeed, Editorial, Interior Design, Personal Shopping, Copywriting
Education
Hypnotherapy Training Institute (HTI) 2003 — 2004
Certified Clinical Hypnotherapist, Hypnotherapy/Hypnotherapist
Indiana University Bloomington 1966 — 1970
BA, Creative writing, journalism, theater
PMP Leaders in IT Program Management 2012 - Present
CoreLogic August 2013 - February 2014
Wells Fargo March 2013 - June 2013
Wells Fargo Home Mortgage September 2011 - February 2012
Wells Fargo Advisors August 2011 - August 2011
Wells Fargo Bank March 2010 - February 2011
Wells Fargo Financial January 2007 - March 2009
Reece & Nichols Realtors October 2002 - February 2007
Centers for Disease Control and Prevention (CDC) March 2006 - November 2006
Honeywell Technology Solutions Inc April 2005 - March 2006
Skills
PMP, SDLC, Vendor Management, Project Management, Resource Management, Program Management, PMO, Software Project..., Business Analysis, Requirements Analysis, Process Improvement, Team Leadership, Quality Assurance, Certified Project..., PMBOK, Project Charter, MS Project, Project Server, Project Finance, Project Management Plan, Agile Project Management, TPM, ITIL Service Strategy, Offshore Management, Team Building, Strategic Planning, Data Warehousing, Business Process..., Manage Complex Projects, Facilitation Management, IT Infrastructure..., Financial Analysis, Risk Management, Issue Management, Project Status Reporting, Communication Skills, IT Instructor, PMP Certification, Data Migration, Technical Project..., System Architecture, Functional..., Functional Requirements, Earned Value Management, Change Management, Materials Management, IBR, Mortgage Banking, Strategic Financial..., Agile Methodologies
Education
Iowa State University 1968 — 1972
Bachelor of Science, Mathematics, 3.4
Iowa State University 1972 — 1972
Graduate Studies, Computer Science, 3.6
University of Tulsa 1996 — 1997
Graduate Studies, Business Technology Management
Freedom Financial Bank April 2008 - Present
Des Moines West Side Chamber January 2010 - December 2011
Des Moines West Side Chamber 2010 - April 2011
Freedom Financial Bank April 2008 - 2011
Wells Fargo Bank January 2001 - June 2007
Brenton Bank July 1963 - December 2000
Education
Iowa State University 1959 — 1963
BS, Economics and Political Science
Wells Fargo Bank June 2015 - Present
Wells Fargo July 2012 - May 2015
Wells Fargo Bank March 2011 - July 2012
Wells Fargo Corporate Trust Services October 2006 - March 2011
Marchena and Graham, P.A. February 2002 - October 2006
Skills
Underwriting, Equities, Asset Managment, Sales, Asset Management, Loan Origination, Bonds, Commercial Real Estate, Capital Markets, Commercial Banking, Commercial Lending, Series 6, Real Estate, Brokerage, Business Development, Managerial Finance, Treasury Management, Microsoft Excel, Due Diligence, Mortgage Lending, Credit Risk, Valuation, Retirement Planning, Real Estate Economics, Construction Loans, Real Estate Financing, Funding, Structured Finance, Corporate Trust, Commercial Mortgages, Finance, Lines Of Credit, Cash Management, Private Banking, Securitization, Financial Structuring, Mortgage Banking
Education
Valencia College 2013 — 2014
Associate of Arts (AA), General Studies
Valencia College 2011 — 2013
Associate of Science (AS), Business Administration
Iona College 1992 — 1993
The Rescue Mission June 2015 - Present
Wells Fargo July 2014 - Present
Science Central September 2013 - April 2015
First Financial Bank December 2013 - June 2014
Tower Bank & Trust Co. June 2011 - December 2013
The Leukemia & Lymphoma Society September 2004 - January 2013
Wells Fargo Bank October 2006 - June 2011
Three Rivers Federal Credit Union 1995 - 2006
Skills
Small Business Lending, Commercial Lending, Loans, Banking, Credit, Strategic Financial..., Finance, Investments, Mortgage Lending, Financial Analysis, Credit Analysis, Risk Management, Relationship Management, Underwriting, Commercial Banking, Cash Management, Portfolio Management, Treasury Management, Sales, Leadership, Lines Of Credit, Small Business
Education
Leadership Fort Wayne 2012 — 2013
Indiana University-Purdue University at Fort Wayne 2004 — 2007
MBA, Business Administration and Management, General
R. Nelson Snider 1991 — 1995
Indiana University Bloomington
Bachelor of Science (BS), Business Marketing
Wells Fargo Bank 2004 - Present
Wells Fargo Bank 2001 - 2004
Aceva 1999 - 2001
Cybergold 1998 - 1999
Sun Microsystems 1996 - 1998
Skills
Business Development, Banking, Commercial Banking, Portfolio Management, Relationship Management, Capital Markets, Investments, Financial Services, Fundraising, Risk Management
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1994 — 1996
MA, International Affairs
University of California, Los Angeles 1989 — 1993
BA, Political Science, International Relations
Institut polytechnique de Grenoble 1991 — 1992
Sciences Politiques
Wells Fargo Bank June 2010 - Present
Wells Fargo Bank January 2008 - June 2010
Wells Fargo Bank 2002 - 2007
Western Financial Bank 1998 - 2002
Education
Indiana University Bloomington 1979 — 1984
BS, Finance
LifeServe Blood Center (formerly The Blood Center of Iowa) April 2015 - Present
Hawkeye Care Centers February 2012 - May 2014
Carol Paquette Consulting 2008 - March 2012
State of Iowa 2009 - 2009
Wells Fargo Bank 1993 - 2008
Skills
Human Resource..., Organizational Design, Cultural Transformation, Executive Assessment, Coaching Leaders, Human Capital Strategy, Strategic Planning, Diversity, Employee Branding, Leadership Communication, Change Management, Project Management, Leadership, Executive Positions, Employee Relations, Personnel Management, Human Resources, Talent Management, Leadership Development, Training, Management, Executive Coaching, Team Building, Organizational..., Coaching, Performance Management, Program Management, Succession Planning, Recruiting
Education
Iowa State University 1978 — 1982
BS, Human Resources
Abraham Lincoln High School 1975 — 1978
Old National Wealth Management April 2014 - Present
Tower Bank & Trust Co. May 2011 - April 2014
Wells Fargo Bank December 2008 - May 2011
Wells Fargo Bank December 2007 - December 2008
Wells Fargo Bank December 2000 - December 2007
NAMI Fort Wayne January 2003 - September 2006
Wells Fargo Bank April 2000 - December 2000
IKON Technology Services May 1997 - December 1999
Skills
Estate Planning, Finance, Retirement Planning, Banking, Credit, Insurance, Financial Analysis, Financial Services, Strategic Financial..., Loans, High Net Worth..., Wealth, Investments, Cash Flow, Risk Management, Wealth Management, Portfolio Management, Managerial Finance, Mutual Funds, Cash Management, Commercial Lending, Relationship Management, Wealth Management..., Private Banking, Small Business Lending, Investment Advisory, Mortgage Lending, Asset Allocation, Financial Planning
Education
Indiana University—Purdue University Fort Wayne 1992 — 1996
BS
LJH Security Consulting Services July 2010 - Present
Sonoran Desert Security Users Group (SDSUG) September 2001 - Present
LJH Consulting Services May 2000 - June 2010
Wells Fargo Bank May 2000 - June 2010
Wells Fargo Bank May 2000 - June 2010
Wells Fargo May 2000 - June 2010
Wells Fargo Bank 2000 - September 2009
BancOne (Now JP Morgan Chase Bank) February 1998 - January 2000
Unisys December 1995 - December 1997
Anthem 1993 - 1995
Skills
CISSP, Security, Risk, Mainframe, Information Security..., Computer Security, Business Continuity, Security Awareness, IT Governance, Information Security..., Disaster Recovery, Risk Assessment, Data Security, Risk Analysis, Data Center, Information Security, Financial Risk, Governance, IT Audit, Security Architecture..., Cisco Technologies, ISO 27001, Penetration Testing, Risk Management, ITIL, IT Management, Information Technology, Enterprise Architecture, Network Security, Computer Forensics, PCI DSS, CISA, IT Strategy, Vulnerability Assessment, Sarbanes-Oxley Act, Security Management, GLBA, Information Assurance, COBIT, Identity Management, Networking, Team Building, IT Operations, Application Security, Incident Management, Vulnerability Management, Network Architecture, Enterprise Risk..., Firewalls, Business Continuity...
Education
(ISC)²® 1997 — 2010
CISSP, Certified Information Systems Security Professional
Indiana University South Bend 1976 — 1976
BS, Business Administration
Washington High School 1955 — 1959
H.S., General & Music Concentration
Wells Fargo June 2015 - Present
Wells Fargo Bank August 2011 - Present
Wells Fargo Bank September 2010 - August 2011
Wells Fargo Bank June 2010 - September 2010
Skills
Commercial Banking, Consumer Lending, Compliance, Customer Service, Risk Management, Customer Relations, Word, Excel, PowerPoint, Credit, Team Leadership, Research, Operations Management, Banking, Team Building, Account Management, Microsoft Excel, Microsoft Word, Microsoft Office, Process Improvement, Retail Banking, Management, Sales
Education
Iowa State University 2008 — 2009
na, Chemical Engineering
Fort Madison High School 2005 — 2008
High School Diploma, General Studies
Amazon September 2015 - Present
Kohl's Department Stores November 2011 - September 2015
Wells Fargo Bank January 2007 - November 2011
Staples February 1999 - January 2007
Hills Department Stores June 1995 - February 1999
The Bon Ton Stores Inc. December 1992 - June 1995
Skills
Customer Service, Strategic Planning, Team Leadership, Customer Satisfaction, Inventory Management, Training, Leadership, Team Building, Sales Management, Outlook, Marketing, Microsoft Word, Process Improvement, Event Planning
Education
Indiana University of Pennsylvania 1987 — 1991
BS, Accounting
Wells Fargo Home Mortgage July 2014 - Present
Wells Fargo Home Mortgage July 2012 - July 2014
Wells Fargo Bank April 2011 - July 2012
Wells Fargo Bank December 2006 - April 2011
Iowa State Daily 2004 - 2006
Ankeny Police Department June 2005 - August 2005
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Outlook, Research, Social Media, Credit, Marketing, Sales, Editing, Public Speaking, Access, Public Relations, Data Entry, Analysis, Time Management, Leadership
Education
Upper Iowa University 2011 — 2013
MBA, Corporate Financial Management
Iowa State University 2002 — 2006
B.S., Public Relations, Russian Studies, Criminal Justice, Dance
Wells Fargo Bank January 2011 - Present
Wells Fargo Securities July 2007 - April 2011
Wells Fargo Brokerage Services, LLC--Public Finance Division July 2005 - July 2007
Wells Fargo Brokerage Services, LLC May 2004 - June 2005
Tele Atlas January 2001 - July 2003
ProMap corp 2000 - 2000
Skills
SDLC, Business Analysis, Financial Services, Requirements Gathering, Visio, Project Management, Release Management, Project Governance, Risk Management
Education
University of St. Thomas - Opus College of Business 2003 — 2005
MBA
Iowa State University 1995 — 1999
Wells Fargo October 2014 - Present
The Tire Rack July 2013 - October 2014
The Tire Rack October 2012 - July 2013
We R Xhibits February 2010 - October 2012
Wells Fargo Bank January 2009 - January 2010
1st Source Bank April 2006 - August 2008
Logan’s Roadhouse January 2005 - January 2006
Skills
Human Resources, Accounting, Accounts Pay, Accounts Rec, Payro, Ordering Office Supplies, Customer Service, Order Fulfillment, Marketing, Microsoft Excel, Sales
Education
Indiana University South Bend 2002 — 2008
Associates of Science, General Business
New Prairie 1998 — 2002
Core 40 Diploma
American Bank June 2015 - Present
Frontier Communications April 2010 - September 2014
Priority Mortgage, Fort Wayne, IN October 2007 - December 2009
Countrywide Home Loans April 2005 - October 2007
Wells Fargo Bank April 2004 - April 2005
Fifth Third Bank January 2001 - January 2004
American General Finance January 1993 - January 2001
Skills
Negotiation, Direct Sales, Leadership, Management, Forecasting, Insurance, Business Development, Strategic Financial..., Underwriting, Business Analysis, Entrepreneurship, Marketing Strategy, Data Analysis, Customer Satisfaction, Microsoft Office, Corporate Communications, Customer Retention, Process Improvement, Project Management, Sales Operations, B2B, Business Planning, Business Strategy, Call Centers, Lead Generation, Operations Management, Project Planning, Sales Presentations, Sales Process, Salesforce.com, Selling, Mortgage Banking, Financial Analysis, CRM, Change Management, Competitive Analysis, Cross-functional Team..., Income Statement, Inventory Management, Management Consulting, Microsoft Excel, Pricing, Product Management, Risk Management, Sales
Education
Indiana University-Purdue University at Fort Wayne 2012 — 2013
Master of Business Administration (MBA)
Purdue University 1986 — 1990
BS, Management
Eagle Creek Software Services July 2012 - Present
Frandsen Corporation January 2012 - July 2012
Anchor Bank February 2010 - February 2012
Wells Fargo Bank September 2009 - February 2010
Eagle Creek Software Services January 2009 - September 2009
Eagle Creek Software Services September 2007 - January 2009
Skills
Business Strategy, Leadership, Management, Relationship Management, Business Intelligence, New Business Development, Business Development, Business Analysis, Sales, CRM, Salesforce.com, Financial Analysis, Salesforce.com..., Rural Sourcing, Siebel, Credit Analysis, Risk Management, Process Improvement, Data Management, Program Management, Oracle CRM, Return on Investment..., Performance Metrics, Marketing, Volunteering, Data Analysis, SaaS, PaaS, SDLC, Economic Development, Performance Management, Metrics Based Management, Portfolio Management, Financial Risk, Credit Risk, Financial Metrics, Financial Modeling, Agile Methodologies, Project Management, on-shore, Analytics, Enterprise Software, Cloud Computing, Requirements Analysis, Banking
Education
North Dakota State University 2007 — 2008
MBA, Business
Iowa State University 2004 — 2007
BS, Business Management
Wells Fargo May 2003 - Present
Wells Fargo Bank November 1990 - Present
Skills
Banking, Commercial Banking, Mergers & Acquisitions, Treasury Management, Credit, Loans, Financial Analysis, Commercial Lending, Finance, Consumer Lending
Education
Indiana University—Purdue University Fort Wayne 1984 — 1989
Bachelor of Applied Science (B.A.Sc.), Finance, General
Havasu Regional Medical Center October 2014 - Present
HealthPort LLC March 2014 - October 2014
Lowes Homes Improvement November 2012 - March 2014
Intellitec Medical Instutute September 2012 - March 2014
Lowe's Home Improvement November 2012 - February 2014
Wells Fargo Bank January 2012 - November 2012
Wachovia, A Wells Fargo Company July 2012 - October 2012
Camp Forest Springs 2010 - 2011
Skills
Customer Service, Microsoft Excel, Team Building, Customer Satisfaction, Leadership, Data Entry, Access, Outlook, Time Management, Sales, Process Improvement, Training, PowerPoint, Microsoft Word, Microsoft Office, Team Leadership
Education
Intellitec Medical Institute 2012 — 2014
Health Information Management, Health/Health Care Administration/Management, Junior
Campion Academy 1985 — 1987
High School
Krank Golf LLC January 2015 - Present
Krank It Hole November 2013 - Present
Wells Fargo Bank October 2012 - May 2014
Wells Fargo Bank 1983 - September 2013
Skills
Small Business Lending, Commercial Lending, Mortgage Lending, Relationship Management, Branch Banking, Loan Origination, Coaching Staff, Executive Coaching, Business Process..., Team Leadership, Leading Organizational..., Sales Management, Strategic Planning, Sales Presentations, Change Management, Communication Skills, Driving Sales...
Education
Adler School for Effective Interviewing
Business Efficacy Coaching
Indiana University-Purdue University at Fort Wayne
Sales and Service Leadership for Managers - Certified Facilitator
School of Mortgage Banking
Mortgage Lending
Situational Leadership
South Plains Food Bank November 2014 - Present
SPFB April 2014 - Present
Wells Fargo January 2012 - Present
Wells Fargo Phone Bank April 2008 - Present
2003-2004University Medical Center January 2004 - Present
Covenant Health 2012 - 2013
Wells Fargo Bank May 2011 - November 2012
Wells Fargo Phone Bank October 2008 - May 2011
Wells Fargo April 2005 - May 2010
Wells Fargo Phone Bank February 2008 - September 2008
Skills
Call Centers, Microsoft Office, Human Resources, Management, Budgets
Education
International Business College
Texas Careers
Computer Business/Accounting
AXA US February 2015 - Present
AXA US May 2014 - February 2015
AXA US August 2013 - May 2014
DICK'S Sporting Goods February 2013 - August 2013
Western Governors University June 2011 - November 2012
Wells Fargo August 2010 - July 2012
Wells Fargo Bank April 2007 - August 2010
Liberty Mutual Insurance June 2006 - April 2007
MBNA May 2005 - June 2006
MBNA December 2003 - May 2005
Skills
Banking, Credit, Training, Customer Service, Finance, Risk Management, Management, Process Improvement, Customer Satisfaction, Call Centers, Financial Analysis, Insurance, Microsoft Excel, Leadership
Education
Western Governors University 2011 — 2012
Bachelor of Science
Indiana University South Bend 2002 — 2010
Wells Fargo October 2000 - Present
Wells Fargo Bank 2006 - 2011
Skills
Training Delivery, Leadership Development, Employee Engagement, Organizational..., Blended Learning, Learning Management, Needs Analysis, Talent Management, Onboarding, Employee Training, Organizational..., Performance Consulting, Workshop Facilitation, Instructional Design, Performance Management
Education
Indiana University Bloomington 1991 — 1995
UTi Worldwide Inc. December 2010 - Present
EnTec Solutions, LLC June 2001 - December 2010
KnowledgeFirst.com May 1999 - June 2001
Wells Fargo Bank May 1997 - May 1999
Sallie Mae - Southwest Student Services, Corp May 1991 - May 1997
Sallie Mae - USA Funds, Inc. January 1987 - April 1991
Raytheon 1985 - 1987
Skills
CRM software, Logistics Management, International Project..., Business Development, CRM, Team Leadership, Project Management, Management Consulting, Start-ups, Executive Management, Strategy, Business Process, Leadership, Management, Change Management, Consulting, Marketing Strategy, Product Management, Online Marketing, New Business Development, Strategic Planning, ERP, Sales, Training, Integration, Outsourcing, Vendor Management, Business Analysis, Risk Management, Customer Service, Team Building, Business Strategy, Operations Management, Supply Chain Management, Contract Management, P&L Management, Quality Assurance, Entrepreneurship, Marketing Management, Program Management, Business Process..., Call Centers, Business Planning, Cross-functional Team..., Logistics, SDLC, International Business, Account Management, Contract Negotiation, Process Improvement
Education
University of California, Irvine
Project Management
University of Phoenix 1995 — 1997
MBA, Business
University of Phoenix 1992 — 1995
BSBA, Business and Management
Indiana University-Purdue University at Indianapolis 1981 — 1987
Busienss, Computer Science
Wells Fargo Bank 2007 - 2010
Chase 2004 - 2007
Community Development Corporation of Fort Wayne 1999 - 2004
Chase Bank January 1991 - January 1999
Education
Indiana University—Purdue University Fort Wayne 1990 — 1995
Bachelor of Science, Organizational Leadership and Supervision
UMB Bank September 2013 - Present
Wells Fargo Bank July 2009 - September 2013
Wells Fargo May 2006 - July 2009
Hamline University August 1992 - May 2009
Dorsey & Whitney LLP May 1996 - April 2005
Skills
Litigation, Commercial Litigation, Legal Research, Legal Writing, Bankruptcy, Corporate Law, Mediation, Real Estate, Teaching Adults, Contract Negotiation, Legal Assistance, Loans, Finance, Corporate Governance, Mergers & Acquisitions, Negotiation, Due Diligence, Portfolio Management, Strategy
Education
Indiana University School of Law—Bloomington 1981 — 1984
JD, Law
Indiana University Bloomington 1977 — 1981
Inspired Locally November 2011 - Present
Wells Fargo Bank February 2008 - Present
Skills
Banking, Mortgage Lending, Loans, Credit, Web Design, Graphic Design, Logo Design, Photoshop, CSS, HTML 5, Dreamweaver, Qualitative Research, SEO, Social Media, Training
Education
International Academy of Design and Technology-Tampa 2012 — 2014
Associate of Science (AS), Web Design & Development
Wells Fargo October 2013 - Present
Wells Fargo August 2012 - January 2013
Wells Fargo April 2012 - August 2012
Wells Fargo December 2009 - April 2012
Wells Fargo Bank 2002 - 2009
Wells Fargo Bank July 2000 - November 2002
Wells Fargo Bank 1998 - 2000
Wells Fargo Bank 1997 - 1998
Wells Fargo Bank 1991 - 1997
Skills
Building Relationships, Organizational..., Collaborative Problem..., Customer Engagement, Business Knowledge, Internal Communications, Communications Strategy, Banking, Leading Projects, Mergers, Project Plans, Process Improvement, Program Management, Treasury Management
Education
Inver Hills Community College 1982 — 1984
Bachelor of Applied Science (B.A.Sc.), Registered Nursing/Registered Nurse
Wells Fargo Bank June 2010 - Present
Wappingers Crew Club 2011 - 2011
D. Bertoline & Sons, Inc. August 2007 - February 2009
D. Bertoline & Sons, Inc June 2007 - August 2007
1050am Espn Radio May 2006 - August 2006
Education
Iona College 2003 — 2007
BBA, Marketing
Baptist Health System February 2013 - Present
Frontera Strategies February 2012 - February 2013
Aria Medical Equipment August 2009 - February 2012
Wells Fargo Bank July 2007 - July 2009
Skills
Excellent interpersonal..., True hunter, Competitive, Client Loyalty, Employee Loyalty, Sales Management, Revenue Forecasting, Generating Revenue, Operations Management, Business Relationship..., New Business Development, B2B, Budgeting, Portfolio Management, Consultative Selling, Account Management, Forecasting, Direct Sales, Strategic Planning, Customer Relations, Contract Negotiation, Team Building, Negotiation, Cold Calling, Sales Presentations, Budgets, Leadership, Sales Operations, Hospitals, Healthcare, Strategy, Product Launch
Education
Iowa State University 2007 — 2009
Bachelor of Science, Finance
University of Northern Iowa 1996 — 2000
Bachelor of Science, Finance
Wells Fargo Bank April 2014 - Present
Wells Fargo Bank August 2011 - Present
Wachovia, A Wells Fargo Company July 2008 - August 2011
Wachovia January 2007 - June 2008
First National Bank of Omaha April 2003 - October 2006
First National Bank of Omaha 2002 - 2003
Skills
Banking, Credit, Credit Analysis, Credit Risk, Portfolio Management, Risk Management, Commercial Banking, Underwriting
Education
Iowa State University 1999 — 2001
MBA, Finance, Marketing
University of Ghana 1992 — 1996
BSc, Agric Economics
St Roses Secondary School 1984 — 1989
Wells Fargo October 1994 - Present
Wells Fargo Bank October 1994 - Present
National Business Systems January 1992 - October 1994
Rassbach Communications January 1988 - April 1991
Skills
Cisco, CCNP, Firewalls, Switches, Routing, Network Security, Load Balancing, Cisco IOS, Network Engineering, Data Center, Routers, VPN, TCP/IP, BGP, OSPF, Security, Cisco Technologies
Education
Inver Hills Community College 2001 — 2004
Cisco, CCNP, Wireless, Security
NEI - Northwestern Electronic Institute 1985 — 1988
Associate, Electronics
One Resource Group January 2005 - Present
Genworth Financial 2003 - 2005
Wells Fargo Bank April 2002 - October 2003
Centennial Wireless February 2000 - March 2002
American Electric Power September 1976 - February 2000
Skills
Insurance, Retirement Planning, Underwriting, Employee Benefits, Strategic Financial..., Sales Management, Sales, Customer Service, Public Speaking, New Business Development, Risk Management, Team Building, Financial Analysis, Process Improvement, Customer Satisfaction, Long Term Care Insurance, Leadership
Education
Indiana Wesleyan University 1987 — 1989
MS Management, Business Administration and Management, General
Indiana University—Purdue University Fort Wayne 1970 — 1975
BA, Sociology
Bishop Luers
Wells Fargo Bank Business Systems ConsultantWells Fargo1996 - Present
Well Fargo Bank 1996 - Present
Education
Iowa State University 1982 — 1985
Wells Fargo Bank December 2000 - Present
COMSYS April 1999 - December 2001
American Stores March 1991 - March 1998
Data-Link Systems 1981 - 1988
Waterfield Mortgage 1978 - 1982
Waterfield Mortgage 1978 - 1982
Skills
System Development Life..., Quality Assurance, Requirements..., Requirements Gathering, System Testing, Test Strategy, Test Scripts, Quality Center, Test Planning, User Acceptance Testing, Agile Methodologies, SDLC, Software Quality..., Business Requirements, Test Cases, Waterfall, Regression Testing, Defect Tracking, Test Management, Manual Testing, Release Management
Education
Indiana University South Bend 1974 — 1976
Riley High School 1970 — 1974
The Pampered Chef September 2008 - Present
Lawyers Title Insurance Corp. October 2007 - Present
Wells Fargo Bank October 2004 - October 2006
Meridian Title Company July 2003 - October 2004
National City Bank March 1993 - July 2003
Education
Indiana University South Bend 1993 — 1998
Bachelor of Arts, Organizational Communications
Calibro Consulting & Management/Citizens Bank September 2014 - April 2015
NTT Data December 2013 - June 2014
Ettain Group (Cisco) January 2013 - December 2013
Seterus Inc. June 2012 - December 2012
Wells Fargo Bank February 2011 - December 2012
BBVA Compass Bank May 2010 - February 2011
ExecServ January 1994 - February 2011
Cigna Healthcare - Contract 2007 - 2009
RTI International - Contract April 2007 - October 2007
Verizon Business - Contract January 2007 - April 2007
Skills
Requirements Analysis, Requirements Gathering, SDLC, SharePoint, Visio, Software Documentation, Management, Project Planning, Testing, Integration, Cross-functional Team..., MS Project, Business Requirements, Business Analysis, ERP, Quality Assurance, Databases, User Acceptance Testing, CRM, Analysis, Business Intelligence
Education
University of Phoenix 2009 — 2010
MSB, Information Management
International College 2001 — 2003
Wells Fargo Bank July 2003 - Present
Education
Iowa State University 1997 — 2002
Salin Bank & Trust Branch Sales ManagerSalin Bank2006 - 2009
Three Rivers Federal Credit Union 2004 - 2006
Wells Fargo Bank 2001 - 2004
Education
Indiana Wesleyan University 2005 — 2006
Master of Science in Management, Business Management
Indiana University—Purdue University Fort Wayne 1998 — 2004
KarmaLatte Ventures, LLC January 2008 - Present
ITz Mobile Computer Services\Lou Bella Ventures 2004 - Present
Wells Fargo Bank June 2006 - January 2008
Lucky Spin/Spin Cycle Launrdies/Cleanwave July 2000 - May 2005
KMV Ventures July 2000 - January 2004
AuntMinnie.com December 1999 - July 2000
Education
University of Hartford 1997 — 1998
MBA, IT Management
Indiana University Bloomington 1992 — 1997
University of Hartford 1986 — 1992
BSEE, Electical Engineering/Physics/Mathematics
Wells Fargo July 2013 - Present
Wells Fargo Bank June 2011 - July 2013
Wells Fargo November 2007 - June 2011
Lincoln Financial Group March 2007 - October 2007
Skills
Financial Analysis, Customer Service, Sales, Banking, Leadership, Credit, Risk Management, Microsoft Office, Loans, Consumer Lending
Education
Indiana University—Purdue University Fort Wayne 2002 — 2006
BA, Bachelor of Arts in Theatre, Minor in Dance
Wells Fargo November 2009 - Present
Wells Fargo Bank August 2005 - Present
Citibank Texas, N.A. January 2003 - May 2005
Education
Inter-American University of Puerto Rico-Metropolitan Campus 1990 — 1992
COMMUNICATIONS
Colegio Puertorriquno de Ninas
Wells Fargo September 2009 - Present
Wells Fargo Bank 2005 - 2010
Education
Iowa State University 1988 — 1992
Key Bank Real Estate Capital 2003 - Present
US Bank 1997 - 2003
Wells Fargo Bank 1989 - 1997
First National Bank of Chicago 1981 - 1989
Skills
Credit Analysis, Real Estate Economics, Commercial Lending, Financial Analysis, Loans, Underwriting, Valuation, Commercial Real Estate, Due Diligence, Asset Management, Commercial Mortgages, Financial Structuring, Financial Modeling, Investments, Real Estate Financing, Loan Origination, Disposition, Structured Finance, Risk Management, Workout, Real Estate, Investment Properties, Commercial Banking, Portfolio Management, Mortgage Lending, Real Estate Development, Asset Managment, Mortgage Banking, Private Equity, Real Estate Transactions, Banking, Capital Markets, Credit, Corporate Finance, Mergers & Acquisitions, Credit Risk, CMBS, Finance, Brokerage, Construction Loans
Education
Indiana University Bloomington 1977 — 1981
Bachelor of Science (BS), Finance
Visa March 2012 - Present
Union Bank July 2011 - March 2012
Cognilytics, Inc. 2009 - July 2011
Wells Fargo Bank January 2006 - May 2009
American Express January 2001 - December 2005
American Express January 1993 - January 2001
Skills
Credit Risk, Mergers & Acquisitions, Predictive Modeling, Management, Risk Management, Financial Risk, Leadership, Business Analysis, Financial Services, Banking, Business Intelligence, Credit Cards, Portfolio Management, Credit Analysis, Statistical Modeling, Analytics, Underwriting, Credit, SAS, Financial Modeling, Data Mining, Financial Analysis, Financial Reporting, @Risk, Enterprise Software, Basel II, Predictive Analytics, Analysis, Segmentation, Risk Analytics, Business Strategy, Process Improvement, Payments, Forecasting, Data Analysis
Education
Iowa State University 1985 — 1992
Ph.D., Economics
First Federal Bank of the Midwest January 2015 - Present
Wells Fargo Capital Finance March 2008 - December 2014
Wells Fargo Bank August 2005 - March 2008
National City Bank July 2002 - August 2005
DeKalb Financial Credit Union December 1998 - July 2002
Countrymark Commodities, Inc October 1997 - December 1998
Keller Advisory Group, Inc May 1995 - October 1997
Skills
Credit, Finance, Cash Flow, Business Development, Sales, Marketing, Customer Service, Loans, Credit Analysis, Commercial Lending, Commercial Banking, Small Business, Banking, Portfolio Management, Underwriting, Asset Based Lending, Small Business Lending, Financial Risk, Lines Of Credit, Cash Management, Loan Origination, Relationship Management, Consumer Lending, Commercial Finance, Accounting, Middle Market, Treasury Management, Financial Analysis
Education
Indiana Wesleyan University 1999 — 2001
Masters, Business Administration
Purdue University 1992 — 1996
B.S, Agriculture Economics
Transamerica January 2014 - Present
Transamerica October 2012 - January 2014
Transamerica Life Insurance Company February 2011 - September 2012
Wells Fargo Bank February 2010 - December 2010
Transamerica Life Insurance Company June 2009 - December 2009
E! Networks 2006 - 2009
Education
University of Iowa 2004 — 2005
BA, Cinema
Iowa State University 2002 — 2004
Wells Fargo Dealer Services May 2015 - Present
Wells Fargo Bank July 2010 - Present
Wells Fargo Auto Finance May 2007 - July 2010
Wells Fargo Financial Retail Services April 2004 - March 2007
Wells Fargo Financial October 2000 - March 2004
Iowa Student Loan 1997 - 1999
Skills
Financial Risk, Risk Management, Banking, Business Analysis, Credit Risk, Credit, Mortgage Lending, Data Analysis, Mortgage Banking, SAS, Operational Risk, Finance, Loans, Analytics, Credit Analysis, Financial Modeling, Underwriting, Financial Analysis, Portfolio Management
Education
Iowa State University - College of Business 1984 — 1994
Iowa State University 1984 — 1990
Kaup Pharmacy June 2007 - Present
Wells Fargo Bank November 2001 - June 2007
Education
Indiana University—Purdue University Fort Wayne 1997 — 2003
First American Bank June 2014 - Present
Mc Farmer CO. 2004 - 2015
Valley Bank April 2005 - June 2014
Wells Fargo Bank March 2000 - April 2005
Brenton Bank August 1987 - March 2000
Skills
Real Estate, Commercial Lending, Mortgage Lending, Credit, Banking, Loans, Relationship Management, Credit Analysis, Small Business Lending, Loan Origination, Underwriting, Cash Management, Retail Banking, Commercial Banking, Construction Loans, Credit Risk, Consumer Lending, Investments, Lines Of Credit
Education
Iowa State University 1983 — 1987
Bachelor of Science, Ag Business and Finance
Progressive Bank October 2012 - August 2015
Wells Fargo Bank October 2010 - September 2012
Wells Fargo Bank 2000 - 2010
National City Bank 1991 - 2000
Skills
Risk Management, Banking, Cross-functional Team..., Trust Services, Strategic Planning, Management, Leadership Development, Wealth, Mergers & Acquisitions, Coaching, Change Management, Fiduciary, Strategic Partnerships, Legal Compliance, Ethics, Integrity, Accountability, Portfolio Management, Anti Money Laundering, Anti-corruption, Compliance Management, OFAC, Continuous Improvement, Community Service, Social Networking, Building Relationships, New Business..., Driving Results, Wealth Management, Solutions Development, Decision Making, StrengthsFinder, Context, Woo, Communication, Positivity, Individualization, Maximizer, Investments
Education
Heckerling Institute of Estate Planning 2001 — 2011
Continuing Education, Fiduciary Law & Litigation
ABA Trust Graduate School 1998 — 1999
Certified Trust and Financial Advisor, Trusts and Estates
Indiana University-Purdue University at Fort Wayne 1993 — 1997
BS, Economics
Enterprise Bank & Trust September 2013 - Present
Community & Southern Bank February 2010 - September 2013
Community & Southern Bank February 2010 - August 2011
MMC Group LP May 2009 - February 2010
New Millennium Banking Solutions September 2008 - February 2010
Integrity Bank February 2008 - September 2008
American Southern Bank May 2007 - February 2008
MidWestOne Bank March 2005 - May 2007
Commercial Federal Bank July 2003 - March 2005
Wells Fargo Bank February 2003 - May 2003
Skills
Credit, Customer Relations, Credit Administration, Loans, Commercial Lending, Credit Analysis, Loan Documents, Financial Statement..., Microsoft Excel, Bankruptcy, Credit Scoring, Retail Banking, Commercial Banking, Customer Service, Banking, Real Estate, Financial Risk, Loan Origination, Finance, Due Diligence, Underwriting, Asset Managment, Portfolio Management, Credit Risk, Relationship Management, Management, Financial Analysis, Consumer Lending, Cash Management, Lines Of Credit, Treasury Management, Mortgage Lending, Asset Based Lending, Small Business Lending, Commercial Mortgages, Risk Management, Analysis, Financial Modeling, Financial Institutions, Valuation, Capital Markets, SBA, Structured Finance, Construction Loans, Cross Selling, Investments, Financial Structuring, Banking Relationships, Refinance, Loan Servicing
Education
Louisiana State University 2013 — 2014
Graduate School of Banking, Banking / Finance / Management
Iowa State University 1999 — 2003
B.S., Finance
Iowa State University - College of Business 1999 — 2003
B.S., Finance
Wells Fargo bank February 2013 - Present
Wells Fargo Bank June 2008 - February 2013
Skills
Risk Management, Credit Analysis, Loans, Credit, Financial Analysis, Mortgage Banking, Investments, Wealth Management, Mortgage Lending, Banking, Portfolio Management
Education
Indiana Wesleyan University
Bachelor of Science, Finance
Wells Fargo March 2009 - Present
Wells Fargo Bank August 2006 - March 2009
Calyon Financial 1996 - 2004
Skills
Cash Management, Payments, Treasury Management, SWIFT payments, Financial Institutions, FX Options, Trade Finance, Banking, Foreign Exchange, Credit Risk, Credit, Financial Services, Portfolio Management, Financial Markets
Education
Institut national des Langues et Civilisations orientales 1984 — 1986
BA, Hebrew, International Trade
Wells Fargo Bank January 2013 - Present
Wells Fargo February 2005 - December 2012
Skills
Information Security, Credit, Risk Management, Banking
Education
Iowa State University 1985 — 1989
Finance
Wells Fargo Bank April 2006 - Present
Beauty By D October 2002 - August 2006
Prudential Financial July 1987 - October 2002
Skills
Risk Management, Financial Services, Process Improvement, Team Building, Underwriting, Commercial Lending, Relationship Management, Microsoft Office, Sales Management, Leadership, Mortgage Banking, Training, Small Business, Leadership Development, Sales, New Business Development, Management, Coaching, Call Centers, Business Planning, Business Analysis, Business Development, Microsoft Excel, Marketing, Public Speaking, Strategy, Program Management, Strategic Planning
Education
Indiana University of Pennsylvania 1977 — 1981
BS
Wells Fargo Bank - Business Banking 2006 - Present
Wells Fargo Bank - Business Banking 2004 - 2006
Wells Fargo Bank 1999 - 2004
Wells Fargo Bank 1997 - 1999
Wells Fargo Bank 1996 - 1997
DuPont Pioneer 1995 - 1996
Great Western Bank 1994 - 1995
Skills
Banking, Risk Management, Portfolio Management, Credit, Management, Loans, Financial Analysis, Leadership, Finance
Education
Iowa State University 1992 — 1996
Bachelor's Degree, Agricultural Business and Management
Grinnell High School
Wells Fargo July 2015 - Present
Wells Fargo February 2013 - July 2015
Wells Fargo Bank July 2011 - January 2013
Wells Fargo February 2010 - July 2011
US Data Corporation April 2008 - February 2009
Fox Sports Net October 2005 - March 2008
Skills
Video Production, Social Media, Final Cut Pro, Microsoft Office, Broadcast, Sports, Sales, Marketing, Social Media Marketing, Social Networking, Microsoft Excel, Facebook, Leadership, Customer Service, Event Planning
Education
Indiana University Bloomington 2000 — 2007
B.A., Telecommunications
U.S. Bank February 2010 - Present
Wells Fargo Bank May 2007 - February 2010
U.S. Bank May 1994 - 2007
Education
University of Wisconsin-River Falls 2000 — 2006
Masters of Management, Business Management
University of Wisconsin - River Falls
Bachelor of Education (B.Ed.)
Inver Hills Community College
Wells Fargo Bank N.A. March 2013 - Present
Wells Fargo Bank March 2011 - March 2013
Wells Fargo Bank January 2001 - March 2011
Skills
Small Business, Banking, Finance, Loans, Credit, Commercial Banking, Refinance, Relationship Management, Portfolio Management
Education
Inver Hills Community College 2004 — 2007
Wells Fargo Bank Investment ManagementLincoln Financial GroupJune 1987 - June 2003
Education
Indiana University—Purdue University Fort Wayne 1988 — 1993
MBA, Business
Wells Fargo Bank April 2013 - Present
Wells Fargo Bank January 2012 - April 2013
Wells Fargo Bank April 2008 - January 2012
Skills
Credit, Commercial Lending, Banking, Commercial Banking
Education
Indiana University Bloomington 1991 — 1995
Bachelor's degree, Finance, General
Cloud Radix May 2015 - Present
Cloud Radix May 2015 - Present
Instant Auto Finance July 2014 - May 2015
Residential Finance January 2013 - March 2013
Lakeland VW March 2012 - December 2012
Wells Fargo Bank November 2010 - March 2012
Federated Media June 2010 - November 2010
D.O.Z Executies, inc January 2008 - June 2010
Skills
Customer Service, Account Management, Cold Calling, Banking, Finance, FHA financing, FHA, Credit Analysis, Credit, Loan Origination, Marketing, Mortgage Banking, Mortgage Lending, Refinance, Sales, Sales Management, Selling, VA loans
Education
World University 2008 — 2022
Cultural Comprehension and Communication, Travel and Exploration
Indiana University-Purdue University at Indianapolis 2006 — 2007
iAB Financial Bank November 2009 - Present
Wells Fargo Bank March 2001 - February 2009
Skills
Wealth Management, Asset Management, Investments, Financial Planning, ETFs, Mutual Funds, Fixed Income Portfolio..., Equity Research, Strategic Financial..., Investment Management, Fixed Income, Asset Allocation, Banking, Valuation, Finance, Financial Analysis, Portfolio Management
Education
Indiana Wesleyan University 2006 — 2008
MBA
Olivet Nazarene University 1996 — 2000
B.S., Economics & Finance
Cannon Financial
Towers Watson October 2014 - Present
First Command Financial Services January 2010 - June 2010
Wells Fargo Bank October 2003 - June 2009
Accenture, Minneapolis, MN August 1996 - September 2001
Prudential Financial December 1986 - April 1994
Prudential Financial December 1983 - November 1986
Fireman's Fund Insurance Companies March 1982 - September 1983
The Robert's Organization June 1981 - March 1982
Skills
Analysis, Financial Analysis, Business Analysis, Data Analysis, Reports Analysis, Financial Services, Financial Reporting, Microsoft Office, Research, Communication, Customer Service, Process Improvement, Problem Solving, Personal Financial..., Loan Origination, Sales, Budgets, Compliance, Business, Organization, Computer Proficiency, Property Management, Banking, Business Strategy, Management, Finance, Troubleshooting, Small Business, Leadership, Small Business Lending, Business Planning, Strategy, Consumer Lending, Lines Of Credit, Credit, Series 63, Commercial Lending, Treasury Management, Credit Analysis
Education
University of Minnesota - Carlson School of Management 1994 — 1996
MBA, Management Information Systems
Iowa State University 1977 — 1981
Bachelor of Science (BS), Finance and Economics
Bunge February 2015 - Present
Bunge June 2012 - February 2015
Bunge April 2012 - June 2012
Bunge May 2010 - August 2010
Bunge August 2009 - January 2010
Bunge May 2008 - August 2008
Wells Fargo Bank February 2008 - May 2008
Bunge May 2007 - August 2007
Sam's Auto Sales September 2006 - May 2007
Skills
Time Management, Supervision, Leadership, Problem Solving, Manufacutring, Automotive Repair, SAP, Management, Microsoft Office, Manufacturing, Lean Manufacturing, Strategic Planning, Cross-functional Team..., Team Building, Customer Satisfaction, Continuous Improvement, Marketing, Negotiation, Sales, Process Improvement
Education
Indiana University—Purdue University Fort Wayne 2006 — 2011
Business, Economics
Humana April 2015 - Present
SUNY Westchester Community College September 2012 - Present
Sunrise Senior Living October 2013 - April 2015
Partners in Care August 2012 - April 2013
Premier Home Health Care Services, Inc January 2011 - May 2012
Wells Fargo Bank December 2003 - September 2009
Skills
Compassion, Patience, Great People Skills, Home Care, Hospitals, Healthcare, Health, Strategic Planning, New Business Development, College Teaching, Training, Healthcare Management, Sales, Business Development, Marketing, Management, Leadership, Healthcare Industry, Team Building, Strategic Partnerships
Education
Iona College 2009 — 2012
Master of Business Administration (M.B.A.), Human Resources and International Business
Manhattanville College 2004 — 2007
Bachelor's Degree, Business Administration and Management, General
Westchester Community College 2002 — 2004
Associate's Degree, Social Sciences
Martin county high school
Wells Fargo Bank March 2013 - Present
Wells Fargo Bank September 2011 - March 2013
Wells Fargo July 2001 - September 2011
ECI Advanced Office Systems, Inc. July 1984 - July 2004
Skills
SDLC, Software Project..., Agile Methodologies, Agile Project Management, Business Analysis, IT Operations, IT Financial Management, Software Development..., IT Management, IT Outsourcing, Offshore Software..., Business Process..., Business Process Mapping, Financial Services, Vendor Management, Process Improvement, Process Engineering, Business Process..., IT Strategy, Project Portfolio..., Technology Management, Team Leadership, Team Building, Software Development, Banking, Cross-functional Team..., Business Requirements, Product Management, Management
Education
Iowa State University
Bachelor of Science - Business, Marketing
Benihana January 2014 - July 2015
Accentmarketing August 2003 - May 2013
Wolf Haldenstein Adler Freeman & Herz LLP September 2001 - May 2003
GlobeSt.com July 2000 - August 2001
EGO7 February 2000 - June 2000
Corporate Gear.com July 1998 - November 1999
Wolf Haldenstein Adler Freeman & Herz LLP February 1994 - September 1998
Weinstein & Company 1993 - 1993
Lowey Dannenberg Bemporad 1991 - 1992
Wells Fargo Bank 1990 - 1991
Skills
Managing IT..., Project Management, Team Building, Security, Data Center, Networking, Servers, IT Management, PCI Standards, Disaster Recovery, Network Security, Budgets, SharePoint, Microsoft Exchange, Active Directory, VMware ESX, Windows Server, Hyper-V, DNS, System Deployment, VPN, Virtualization, WAN, Cisco Technologies, Websense, System Administration, Mac OS X, Citrix
Education
Institute of Audio Research
Diploma
Gurstel Chargo Law Firm August 2011 - Present
Wells Fargo Bank June 2005 - December 2010
Mary Kay Inc June 1997 - May 2005
Frommelt & Eide, Ltd October 1997 - December 2000
Jelinek, Metz, McDonald, CPA June 1995 - May 1997
Frommelt & Eide, Ltd. March 1989 - June 1995
Skills
Customer Service, Payroll, Banking, Accounts Receivable, Accounts Payable, Budgets, Human Resources, Management, Leadership, Time Management, Coaching, Team Building, Customer Satisfaction, Outlook, Credit
Education
Indiana University Bloomington 1981 — 1985
BA, Criminal Justice
Wells Fargo July 2011 - Present
Wells Fargo Bank March 2009 - Present
AMCORE Bank 2005 - 2007
Skills
Banking, Loans, Credit Cards, Financial Services, Lines Of Credit, SBA, Customer Service, Merchant Services, Small Business Lending, Credit, Consumer Lending, Mortgage Lending, Commercial Banking, Loan Origination, Mortgage Banking, Refinance
Education
IGNOU 2003 — 2004
Post Graduate Diploma in International Business Operations, Finance, Business
Saurashtra University 2000 — 2003
Bachelor of Commerce, Accounting, Finance
Wells Fargo Bank 2001 - Present
PNC Bank, N.A. 1996 - 2001
HSBC 1992 - 1996
Education
Indiana University of Pennsylvania
Bachelor of Science, Finance, General
Rowan University
MA, Public Relations
Temple University
MBA, Finance
Clearent March 2015 - Present
Nerium International March 2015 - Present
CENTURY 21® May 2014 - Present
Vantiv March 2013 - February 2015
Intrix Technology, Inc. August 2012 - April 2013
Wells Fargo October 2010 - August 2012
Wells Fargo Bank January 2005 - September 2010
Wells Fargo Bank March 2002 - December 2004
Skills
Merchant Services, Banking, Business Relationship..., Sales Management, Commercial Lending, B2B Marketing Strategy, Vertical Marketing, B2B, Sales, Loans, Payments, Direct Sales, Business Development, Selling, Relationship Management, Payment Card Processing, Financial Services, Credit, Commercial Banking, Cross Selling, Electronic Payments, Executive Management, Debit Cards, Small Business Lending, Retail Banking, Leadership, Management, Cold Calling, Credit Cards, Strategic Partnerships, Customer Service
Education
Troyer Real Estate School 2014 — 2014
Real Estate License, Real Estate Broker License
Indiana University-Purdue University at Fort Wayne
Associate's Degree, Publiic Affairs
Ivy Tech Community College-Northeast 1998 — 1998
Business Administration and Management, General
Peak Performance September 2011 - Present
Wells Fargo Bank September 2010 - August 2011
2010 - 2011 September 2010 - August 2011
Enterprise Car Sales August 2001 - August 2010
Delaware/Pennsylvania August 2001 - August 2010
ENTERPRISE RENT-A-CAR - Pennsylvania January 1997 - January 2001
Education
Indiana University of Pennsylvania 1994 — 1997
Bachelor of Science Degree, Business Management
Cisco Systems Capital May 2013 - Present
USBank May 2007 - May 2013
Citibank (USA) May 2005 - April 2007
Wells Fargo Bank April 2003 - May 2005
Anahuac Financial Group, Banoro Bank, Estrategia Bursatil, Price Waterhouse January 1990 - December 2003
Skills
Financial Services, Finance, Management, Loans, Leadership, Strategy, Banking, CRM, Mutual Funds, Investments
Education
ITAM 1987 — 1990
Postdegree, Finance and Information
IPN-MEXICO 1979 — 1983
CPA, Public Accountant
Wells Fargo Capital Finance July 2013 - Present
First Financial Bank May 2012 - July 2013
Wells Fargo Bank February 2011 - May 2012
Wells Fargo Bank August 2009 - February 2011
Skills
Credit, Banking, Loans, Microsoft Office, Small Business Lending, Mortgage Lending, Credit Analysis, Risk Management, Coaching, Office Management, Retail Banking, Management, Commercial Lending, Investments, Consumer Lending, Loan Origination, Lines Of Credit
Education
Indiana University-Northwest 2005 — 2009
Bachelor of Science, Business; Business Administration; Communication (Minor)
Wells Fargo December 2013 - Present
Wells Fargo Bank March 2010 - Present
Old National Bank November 2008 - March 2010
Skills
Sales, Sales Management, Education, Teaching English as a..., Customer Experience, Job Coaching, Problem Solving, Critical Thinking, Communication, Banking
Education
Indiana Wesleyan University 2010 — 2012
Master of Business Administration (M.B.A.), Human Resources Management and Services
Indiana University Bloomington 2004 — 2008
Bachelor of Science (B.S.), Secondary Education French
gfg October 2008 - Present
wells fargo bank January 2004 - January 2008
Education
International Air and Hospitality Academy 2013 — 2013
iAB Financial Bank April 2008 - Present
Wells Fargo Bank 2005 - 2007
Wells Fargo Bank 2001 - 2005
Tower Bank 2000 - 2001
Wells Fargo Bank f/k/a Norwest Bank Indiana 1993 - 1999
Norwest Bank f/k/a Lincoln National Bank & Trust Company 1987 - 1993
Lincoln National Bank 1986 - 1987
Lincoln Bank 1984 - 1986
Lincoln Bank 1979 - 1984
Skills
Loans, Real Estate, Banking, Credit, Mortgage Lending, Credit Analysis, Retail Banking, Commercial Banking, Finance, Customer Service
Education
International Business College 1978 — 1979
Certificate of completion, Cooperative Honors Secretarial Program
Antwerp Local School 1966 — 1978
Diploma, Business
Indiana University—Purdue University Fort Wayne
Various Classes, General Studies