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
TD Bank December 2014 - Present
Wells Fargo Bank July 2009 - December 2014
Bridge Finance Group May 2006 - November 2008
GE Capital, Siemens Financial, FINOVA, Ernst & Whinney 1982 - 2005
Skills
Small Business Lending, Commercial Real Estate, Partner Buyouts, Business Acquisition, Equipment Finance, Asset Based Lending, Loans, Credit, Banking, Commercial Banking, Finance, Lines Of Credit, SBA, Capital, Factoring, Business Development, Commercial Lending, Buyouts, Credit Analysis, Acquisition Integration, Funding, Leveraged Finance, Turn Around Management, Mergers & Acquisitions, Commercial Finance, Private Equity, Cash Flow Lending, Loan Origination, Portfolio Management, Commercial Mortgages, Financial Structuring, Structured Finance, Middle Market, Treasury Management, Underwriting, Small Business, New Business Development, Financial Analysis, Due Diligence
Education
Mercer University 1977 — 1981
Bachlors Degree
Wells Fargo Bank October 2009 - Present
Wachovia 2005 - October 2009
Baan 1997 - 2005
Procter & Gamble 1991 - 1997
Education
University of California, Davis - Graduate School of Management 1995 — 1999
MBA, Marketing and Information Technology
Massachusetts Institute of Technology 1987 — 1991
BS, Chemical Engineering
Alisal High School 1982 — 1987
Diploma, 4.0
MPAY Inc May 2015 - Present
MPAY Inc January 2013 - Present
Aon Hewitt December 2011 - January 2013
Wells Fargo Bank December 2010 - December 2011
Skills
Employee Benefits, 401k, Customer Service, Performance Management, Recruiting, Human Resources, Retirement, Outlook, Benefits Administration, Banking, Microsoft Excel, Coaching, Employee Relations, Insurance, Talent Acquisition, Payroll, Salesforce.com
Education
McMaster University
Bachelor of Arts (BA) Degree, Psychology
Bridge Bank Senior Vice PresidentTorrey Pines BankJanuary 2011 - Present
Wells Fargo Bank January 2008 - December 2010
Greater Bay Bank 2000 - 2008
Skills
Banking, Commercial Mortgages, Construction Finance, Commercial Lending, Credit Analysis, Loans, Commercial Banking, Small Business Lending, Credit, Portfolio Management, Mortgage Lending, Underwriting, Financial Analysis, Finance, Consumer Lending, Loan Origination, Refinance, Real Estate, Cash Management, Credit Risk, Financial Services, Mortgage Banking, Risk Management, SBA, Treasury Management, Retail Banking
Education
Menlo College 1976 — 1980
Bachelor's degree, Business Administration
San Marcos Baptist Academy 1973 — 1976
Wells Fargo Bank June 2011 - Present
Chicago Association of Realtors 2009 - Present
Chicago Bancorp Inc November 2008 - June 2011
Wachovia January 1994 - May 2008
Harris Bank 2008 - 2008
Skills
Real Estate, Short Sales, Mortgage Lending, Mortgage Banking, Refinance, REO, Loans, Loan Origination, Residential Mortgages, FHA, Team Management, Selling
Education
Université de Sherbrooke 1978 — 1980
MBA, Finance
McGill University
doTERRA November 2014 - Present
DHS State of MN February 2013 - October 2014
Minnesota Department of Employment and Economic Development January 2010 - September 2012
Wells Fargo Bank January 1996 - April 2009
Department of Natural 1994 - 1996
Skills
Finance, Access, Real Estate, Banking, Outlook, Microsoft Word, ENTJ, Relator, DoD, Treasury Management, Microsoft Excel, Project Management, Strategic Planning, Team Building, Analysis, Investments, Leadership, Software Documentation, Marketing, SDLC, Financial Analysis, Forecasting, Credit, Insurance, Training, Coaching, Customer Service, Microsoft Office, Team Leadership, Relocation, Visio, Financial Reporting, Loans, Change Management, Accounting, Financial Services, PowerPoint, Sellers, Business Analysis, Process Improvement, Management, Selling, Account Management, Contract Negotiation, Budgets, Financial Modeling, Sales Management, Negotiation, Mortgage Lending, Sales
Education
University of Saint Thomas 2009 — 2009
Mini MBA, Heath Care Administration
Metropolitan State University 1992 — 1994
Bachelor of Arts, Business Management /Marketing
Northwoods Community College
Associate of Arts, Business Administration and Management, General
Tallgrass Pictures LLC November 2014 - Present
Distinctive Stained Glass September 2004 - Present
FocalPoint Media & Marketing May 2008 - November 2011
Black Mountain Ranch, LLC May 2006 - May 2008
Wells Fargo Bank September 1996 - September 2004
Premier Bank June 1993 - June 1995
Profile 2 Advertising Agency July 1981 - April 1994
Skills
Advertising, Brand Development, Creative Direction, Social Media Marketing, Copywriting, Event Management, Graphic Design, Marketing, Marketing Strategy, Photography, Microsoft Office, Strategic Planning, Art Direction, Event Planning, Layout, Account Management, Illustration, Media Buying, PowerPoint, Program Management, Creative Writing, Outdoor Advertising, Customer Service, Sales
Education
McNeese State University 1976 — 1980
Bachelor of Fine Arts (BFA)
Wells Fargo Bank Foreign Exchange October 2011 - Present
Wells Fargo Bank International Operations August 2008 - October 2011
Wells Fargo Bank International Services August 2007 - August 2008
Wells Fargo Bank March 2004 - August 2007
Skills
Foreign Exchange, Banking, Financial Services, Portfolio Management, International Banking, SWIFT payments, SWIFT messages, Foreign Currency..., Bloomberg
Education
Metropolitan State University
Bachelor of Science (B.S.), Finance, General
US Bank Private Client Reserve April 2014 - Present
Union Bank August 2011 - April 2014
Northern Trust 2009 - August 2011
Comerica October 2007 - June 2009
Wells Fargo Bank May 2000 - March 2007
Bank of America 1996 - 2000
Skills
Banking, Investments, Credit, Commercial Banking, Wealth Management, Financial Analysis, Commercial Lending, Credit Analysis, Loans, Private Banking, Consumer Lending, Relationship Management, Credit Risk, Mortgage Lending, Underwriting, Loan Origination, Commercial Mortgages, Lines Of Credit, Finance, Mortgage Banking, Leadership, Financial Risk, Residential Mortgages
Education
Merced College
University of California, San Diego
Bride To Be Consignment November 2010 - Present
Wells Fargo Bank February 2005 - March 2010
M&I Bank 2010 - 2010
Walmart 2000 - 2004
Skills
Customer Service, Small Business, Weddings, Sales, Event Planning, Team Building, Retail, Marketing, Social Media Marketing, Marketing Strategy, Social Networking, Social Media, Leadership, Sales Management, Advertising, Consignment, Wedding Planning, Entrepreneurship, Successful Business..., Management, Public Speaking, Training, Microsoft Office, Marketing Communications, Budgets, Strategic Planning, Account Management, Trade Shows, Event Management
Education
Forest Lake Senior High School 1999 — 2003
High School Deploma
Metropolitan State University
Business Management, Management
Associated Bank April 2015 - Present
Wells Fargo September 2013 - February 2015
Wells Fargo Bank July 2012 - August 2013
Wells Fargo Bank February 2012 - July 2012
Coca-Cola Refreshments January 2006 - March 2011
Skills
Small Business Lending, Consumer Lending, Loans, Lines Of Credit, Cross Selling, Retail Banking, Credit, Credit Analysis, Banking, Relationship Management, Mortgage Banking, Deposits, Cash Management, Branch Management, Underwriting, Branch Banking, Credit Cards, Refinance, Portfolio Management, Credit Risk
Education
Metropolitan State University 2011 — 2013
MBA, Business
University of Nairobi
Bachelor of Science
Fremont Bank March 2014 - Present
Wells Fargo Bank February 2012 - September 2013
Check Center February 2010 - February 2012
A.L.M.A Music October 2009 - September 2010
Skills
Customer Service, Sales, Problem Solving, Peacemaker, Credit, Banking, Loans, Retail Banking, Consumer Lending, Cross Selling, Credit Analysis, Lines Of Credit, Fitness, Microsoft Office, Microsoft Word, PowerPoint, Customer Retention, Financial Services, Marketing, Personal Training, Nutrition, Social Networking
Education
Merritt College
Dietetic Technician, Sophomore
Arroyo High School 2005 — 2009
High School Diploma, Dietetics and Clinical Nutrition Services
Copier Careers August 2015 - Present
Blu-Alliance September 2014 - May 2015
Wells Fargo Bank December 2008 - September 2014
Skills
Retail Banking, Office Administration, Recruiting, Microsoft Office, Management, Sales, Customer Service, Human Resources, Time Management, Microsoft Excel, Healthcare, Process Improvement, Strategic Planning, Team Building, Consulting, Training, Microsoft Word, Leadership
Education
Metropolitan State University 2008 — 2010
Bachelor's degree, Business Administration and Management
North Hennepin Community College 2006 — 2008
Associate's degree, Business Management
Trustmark Companies September 2015 - Present
Health Fitness Corporation January 2012 - September 2015
Aerotek (Health Fitness Corporation) July 2011 - January 2012
Direct Benefits, Inc May 2010 - April 2011
Meritain Health October 2009 - May 2010
Meritain Health May 2006 - October 2009
Wells Fargo Bank October 1999 - January 2006
Group 3 Marketing March 2003 - April 2004
Education
Metropolitan State University 2004 — 2009
Bachelor of Arts, Professional Communications
ERA Graceland Real Estate September 2007 - Present
MHC Kenworth 2006 - 2010
Wells Fargo Bank March 2003 - March 2006
Skills
Negotiation, Real Estate, First Time Home Buyers, Sellers, SFR, Sales, Sales Management, Foreclosures, Buyer Representation, Short Sales, Credit, Residential Homes, Customer Service, Single Family Homes, Investment Properties, Listings
Education
Tarleton State University 2006 — 2010
Business, Business, Marketing, Management
Mclennan Community College 2003 — 2010
AABBS, Business Marketing & Management
Earthwatch Institute October 2014 - Present
City of Mesa January 2014 - May 2014
International Rescue Committee December 2013 - May 2014
Global Institute of Sustainability January 2013 - February 2014
Foundation for Sustainable Development June 2013 - August 2013
Rotary International August 2008 - December 2012
Arizona State University - American English and Culture Program January 2011 - July 2012
Arizona State University- International Students and Scholars Office December 2010 - January 2011
Wells Fargo Bank October 2009 - June 2010
Skills
Public Speaking, Community Outreach, Public Relations, Sustainability, Volunteer Management, Research, Social Media, Fundraising, Nonprofits, Event Management, Event Planning, International Relations, Corporate Social..., Sustainable Development, Social Responsibility, Environmental Compliance, Sustainable Agriculture, Strategic Planning, Project Management, Project Planning, Solar Energy, Community Engagement, Sustainable Business, Stakeholder Engagement, Strategic Communications, Environmental Policy, Sustainability Metrics, Corporate Sustainability
Education
Arizona State University- School of Sustainability 2012 — 2014
Bachelor of Arts (B.A.), International Development and Sustainability
Communauté Scolaire Sainte-Marie de Namur 2007 — 2008
French
Mesa Community College 2004 — 2006
ACE - High School Student
Pindl Privat-Gymnasium Regensberg 2004 — 2004
International/Global Studies
M&T Bank August 2014 - Present
Citibank NA June 2013 - January 2014
Wells Fargo Bank November 2009 - June 2013
Countrywide Bank oF America September 2008 - November 2009
A J Financial Group June 2006 - September 2008
Countrwide Home Loans September 2001 - May 2005
Skills
Mortgage Lending, FHA, Loan Origination, First Time Home Buyers, Loans, Mortgage Banking, Credit, Investment Properties, Credit Analysis, Refinance, Credit Risk, Investments, Financial Analysis, FHA financing, Customer Service, Government Loans, Insurance, Leadership, Loss Mitigation, Management, Asset Management, Residential Mortgages, VA loans, Foreclosures, Investors, Marketing, Banking, Real Estate, Risk Management
Education
Mercy College 1997 — 2001
Master of Business Administration (MBA), Finance, General
Mercy College 1997 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Norwalk Community College 1994 — 1997
Associate's degree, Mechanical Engineering
Hennepin County January 2015 - Present
Fairview Health Services September 2013 - January 2015
Wells Fargo Bank April 2006 - November 2011
Allina Hospitals & Clinics June 1999 - October 2005
Skills
Business Analysis, Microsoft Office, Information Management, Business Development, Customer Service, Mortgage Servicing, Investment Properties, Property Management, Financial Analysis, Strategic Planning, Process Improvement, Retail, Marketing, Software Documentation, Risk Management, Customer Satisfaction, Project Management
Education
Metropolitan State University
International Business
Minneapolis Community and Technical College
Business Management
Wells Fargo Bank March 2013 - Present
Wells Fargo Bank August 2011 - February 2013
Maurices June 2010 - June 2011
Swoozies, Inc April 2009 - June 2010
Skills
Customer Service, Microsoft Office, Event Planning, Microsoft Word, Microsoft Excel, Advertising, Social Media, Visual Merchandising, Photography, Facebook, Leadership, Retail, Marketing, Social Networking, Sales, Banking, Management, Team Building, Inventory Management, Credit
Education
The University of Memphis 2004 — 2009
BPS, Event Planning
Memphis College of Art 2005 — 2005
Photography
Bank of the West July 2012 - Present
Wells Fargo November 2010 - June 2012
All West Brokerage Services April 2009 - November 2010
Wells Fargo Bank 2006 - 2009
Skills
Brokerage, Business Brokerage, Loans, Financial Analysis, Real Estate Development, Real Estate Financing, Business Development, Disposition, Business Acquisition, Commercial Real Estate, Real Estate Economics, SBA, Mortgage Lending, Investments, Loan Origination, Leases, Commercial Mortgages, Investment Properties, Real Estate, Asset Management, Real Estate Transactions, Commercial Lending, Underwriting, Portfolio Management, Due Diligence, Finance, Credit, Dispositions
Education
Mesa Community College
Salem International University
Wells Fargo Bank November 1999 - Present
Wachovia Corporation November 2002 - June 2008
First Union National Bank 1999 - 2002
SB Phillips Company April 1998 - November 1999
Dillards March 1995 - March 1998
Skills
Marketing, Corporate Events, Trade Shows, Event Management, New Business Development, Marketing Communications, Strategy, Customer Service, Program Management, Management, Strategic Planning, Marketing Strategy, Email Marketing, Event Planning, Direct Marketing, Lead Generation, Social Media Marketing
Education
Meredith College
Bachelor’s Degree
Meredith College
California State University San Marcos May 2015 - Present
City National Bank September 2013 - Present
Mystic Point Homeowners Association October 2007 - Present
Union Bank June 2012 - September 2013
City of Carlsbad February 2012 - April 2012
Union Bank October 2010 - November 2011
JPMorgan Chase Bank December 2006 - September 2010
Wells Fargo Bank August 2004 - November 2006
Pepperdine University 2002 - 2003
OPMET Institute 1995 - 2001
Skills
Connector, Sales Management, Branch Management, Innovator, Small Business..., Small Business Lending, Treasury Management, Business Relationship..., Business Networking, C&I Lending, Coaching, Process Improvement, Team Building, Performance Management, Banking, Portfolio Management, SBA, Human Resources, Industrial Relations, Strategic Partnerships, Business Development, Loans, Credit, Commercial Mortgages, Mortgage Lending, Management, Financial Services, New Business Development, Commercial Banking, Credit Analysis, Leadership, Loan Origination, Underwriting, Sales, Commercial Lending, Relationship Management, Consumer Lending, Strategic Planning, Sales Operations, Training, Lines Of Credit, Strategy, Employee Benefits, Change Management, Finance, Executive Management, Risk Management, Cross Selling, Cash Management, Team Management
Education
Pepperdine University 2002 — 2003
Master of Arts, Psychology
McGill University 1984 — 1989
Bachelor of Arts, Industrial Relations
Wells Fargo Bank August 2003 - Present
Wells Fargo July 2002 - Present
The Angel's Depot 2014 - 2015
Wells Fargo Bank November 2001 - June 2002
Wells Fargo June 1992 - November 2001
Skills
Credit, Loans, Retail Banking, Banking, Small Business Lending, Consumer Lending, Credit Analysis, Commercial Banking, Cross Selling, Loan Origination, Lines Of Credit
Education
Mira Costa College 1985 — 1987
Nursing Education
Massachusetts Bay Community College 1978 — 1980
Accounting and Business/Management
Charles Schwab March 2013 - Present
Private August 2011 - March 2013
Wells Fargo Bank December 2010 - July 2011
sanofi-aventis January 2002 - March 2009
inVentiv Health, US Sales January 1997 - December 2001
Education
McNeese State University
Bachelor of Science (B.S.)
The University of Texas at Austin
Financial Planning Certificate Program
University of Colorado Colorado Springs
n/a
Wells Fargo March 2015 - Present
Wells Fargo February 2014 - Present
Wells Fargo Bank July 2013 - February 2014
Wells Fargo July 2012 - July 2013
Victoria's Secret September 2011 - April 2012
New York & Company January 2008 - September 2011
New York & Company July 2005 - January 2008
Skills
Spanish, Sales, Retail, Customer Service, Time Management, Team Building, Leadership, Coaching, Training, Team Leadership, Sales Management, PowerPoint, Management, Outlook, Marketing, Leadership Development, Visual Merchandising, Store Operations, Profit
Education
Meredith College 2002 — 2006
Bachelor of Science (B.S.), Fashion Merchandising
Meredith College 2002 — 2006
Bachelor of Arts (B.A.), Spanish Language and Literature
Alfa Insurance January 2014 - Present
Wells Fargo Bank February 2009 - December 2013
First Pentecostal Church of Sulphur January 2007 - March 2011
Trentco June 2006 - February 2009
Cameron State Bank June 2005 - June 2006
Skills
Sales, Business Sales, Series 6, Series 63, Variable Products, Life Insurance, Management, Retail Banking, Training, Microsoft Office, Christian Ministry, Carpentry, Banking, CRM, Cross Selling, Customer Service, Event Planning, Credit, Financial Services, Insurance, Loans, Investments, Team Building, Portfolio Management
Education
McNeese State University 2001 — 2005
Bachelor's degree, General Business
McNeese State University 2001 — 2005
Bachelor's degree, Business Administration
Wells Fargo February 2013 - Present
Pimento Design Studio December 2011 - Present
Wells Fargo Home Mortgage October 2011 - February 2013
Wells Fargo Home Mortgage September 2008 - October 2011
Wells Fargo Bank August 2006 - September 2008
Skills
Leadership, Photoshop, Web Design, Publishing, HTML, Writing, Internal Communications, WordPress, Graphic Design, Illustrator, CSS, Team Building, Process Improvement, Project Management, Business Process..., Typography, Access, Visio, Logo Design, Quality Assurance, Mac, Organization, PowerPoint, Management, Interior Design, Requirements Gathering, SharePoint, Financial Risk, Quality Auditing, Retail Banking, Financial Analysis, Residential Mortgages, Relationship Management, Loan Servicing, Risk Management, Mortgage Banking, Customer Service
Education
Metropolitan State University 2007 — 2011
Early Warning Services January 1998 - Present
Wells Fargo Bank September 1975 - May 1998
First Interstate Bank September 1975 - December 1996
Skills
Process Improvement, Cash Management, PMO, Vendor Management, Risk Management, Business Analysis, Banking
Education
Mesa Community College
Wells Fargo Bank 2010 - 2011
Wells Fargo 2008 - 2009
Wells Fargo 2007 - 2008
Wells Fargo 2001 - 2007
Wells Fargo Auto Finance 1988 - 1999
Skills
HTML, MS Office Suite, Dreamweaver, SharePoint, Operational Risk..., Information Governance, Result Oriented, Problem Solving, Building Effective..., Takes Initiative, Writing Procedures, Learning Quickly, Highly motivated..., Highly resourceful, Forward-Thinking,..., Excellent Work Ethic, Works well in a fast..., Risk Management, Process Improvement, Vendor Management, Business Analysis, Policy, Governance, Visio, Quality Assurance, Information Security, Microsoft Excel, Loss Mitigation, Contracts Management, Leadership, Strategy, Business Continuity, Internal Audit, Financial Risk, Microsoft Office, Credit Analysis, Bank Secrecy Act, Credit, Loans, Analysis, Change Management, Financial Services, Access, Consumer Lending, Credit Risk, Underwriting, Banking, Portfolio Management, Management, Loan Origination
Education
University of California, Berkeley 1977 — 1980
BA, Italian
Merritt College
Paralegal Certificate, Legal
Wells Fargo December 2013 - Present
Wells Fargo September 2012 - April 2014
Wells Fargo December 2011 - September 2012
Wells Fargo Bank September 2010 - December 2011
Wells Fargo Bank February 2010 - September 2010
Wells Fargo Bank December 2007 - February 2010
Circuit City 2006 - 2007
Circuit City April 2002 - April 2006
Skills
Customer Relations..., Team Leadership and..., Operations Management, Cross-functional Team..., Customer Service, Time Management, Sales, Management, Performance Management, CRM, Team Building, Team Leadership, Leadership, Customer Experience, Business Development, Marketing
Education
Metropolitan State University 2007 — 2011
B.S., Business Management
Spring Lake Park High School 1998 — 2001
Wells Fargo November 2012 - Present
Wells Fargo Bank May 2006 - November 2012
Skills
Mortgage Lending, Banking, Credit Analysis, Series 7, Consumer Lending, Small Business Lending, Commercial Lending, Wealth Management, Mortgage Banking, Portfolio Management, Retirement Planning
Education
University of California, Irvine 2010 — 2012
Certified, Personal Financial Planning
Metropolitan State University 2002 — 2006
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
Endeavor Air September 2015 - Present
Hal Leonard Corporation July 2010 - Present
Houston Public Schools January 2008 - July 2010
Wells Fargo Bank March 2007 - August 2007
Wells Fargo Bank April 2006 - March 2007
AIT Worldwide Logistics September 2004 - July 2005
ConAgra Foods May 2001 - March 2004
ConAgra Foods February 2001 - May 2001
The Pillsbury Company June 1995 - January 2001
The Toro Company February 1991 - May 1995
Skills
Customer Service, Social Media, Sales, Coaching, Marketing, Training, Event Planning, Outlook, Public Relations, Public Speaking, Editing, Account Management, Team Building, Process Improvement, Recruiting, Budgets, Leadership, Leadership Development, Event Management, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Contract Management, Music, Management, Project Management, Building Strong..., Copywriting
Education
Metropolitan State University 1995 — 1999
Bachelor of Arts (B.A.) Marketing Communications, Marketing Communications
Washington State University 1976 — 1980
Undergrad work, Marketing Communications/General
Wells Fargo Bank January 2012 - Present
Trophy's Steakhouse December 2011 - June 2012
Mi Amigos Mexican Grill June 2008 - February 2012
Gilbert Public Schools September 2010 - March 2011
Skills
Fantastic Customer..., Organizational..., Always Punctual, Highly Reliable, composure under pressure, Passionate about people, Willing and eager to..., Phone Etiquette
Education
Pima Medical Institute-Mesa 2013 — 2014
Certificate, Medical Administrative Assistant
Mesa Community College 2011 — 2012
General Education
Red Mountain High School 2007 — 2010
Wells Fargo May 2013 - Present
New England Securities March 2012 - March 2013
Wells Fargo Advisors January 2008 - December 2011
Wells Fargo Advisors February 2006 - February 2008
Wells Fargo Bank August 2004 - February 2006
New England Financial 2003 - 2004
Skills
Series 7, Sales Management, Consultative Selling, Sales Trainings, Securities, Wealth Management, Mutual Funds, Investments, Series 63, Retirement, Financial Advisory, Retirement Planning, FINRA, Sales Process, Uniform Combined State..., Financial Services, IRAs, Asset, Options, Insurance, Equities, Mortgage Lending, Finance, 401k, Series 65, Wealth, Fixed Annuities, Asset Allocation, Banking, Telecommunications, Estate Planning, Strategic Financial..., Selling, Financial Analysis, Financial Risk, CRM, Investment Advisory, Credit, Risk Management, Investment Strategies, Fixed Income, Portfolio Management, Small Business, Wealth Management..., 401k Rollovers, Financial Planning, Problem Solving, Telecommunications Sales, Leadership
Education
Metropolitan State University 2008 — 2012
Bachelor's Degree, Finance, 3.25
Fenwick Alum 1988 — 1992
PayPal March 2014 - Present
PayPal June 2012 - Present
PayPal November 2010 - June 2012
Bank of America November 2009 - July 2010
Wells Fargo Bank December 2001 - May 2009
Wells Fargo Bank April 2000 - December 2001
South Jersey Savings August 1999 - March 2000
Bank One May 1994 - November 1998
Great American Bank June 1990 - May 1994
Western Savings & Loan May 1987 - April 1989
Skills
Credit Cards, Merchant Services, Payment Card Processing, Payments, Electronic Payments, Mobile Payments, Debit Cards, Fraud Detection, Fraud, Payment Systems, ACH, Payment Gateways, Banking, Risk Management, E-commerce, Credit, Financial Risk, Analytics, AML, Call Centers, Analysis, Internet Banking, Anti Money Laundering
Education
Mesa Community College 1985 — 1986
Chandler High School 1981 — 1984
general, business
Chandler High School 1981 — 1984
B2Gnow April 2009 - Present
SME Tech Consulting July 2008 - April 2009
Maricopa County November 2005 - June 2008
Wells Fargo Bank September 2005 - November 2005
PatchLink March 2004 - June 2005
Candle Corporation June 2000 - August 2003
Data General December 1995 - January 2000
Stratus Computer September 1990 - June 1994
Skills
CISSP, Middleware, Project Management, WebSphere MQ, WebSphere Application..., WebSphere Message Broker, Integration, Unix, Virtualization, Security, Cloud Computing, Perl, XML, Enterprise Architecture, SaaS, Program Management, Operating Systems, SOA, Troubleshooting, Information Security
Education
Massachusetts Institute of Technology 1968 — 1972
almost a BS, Computer Science
Gerson Lehrman Consulting Group January 2008 - Present
Wells Fargo Bank October 2009 - September 2010
First Asia Pte. Ltd June 2007 - December 2007
Jurong Cement Ltd. August 1995 - January 2007
Spare, Kaplan, Bischel and Associates January 1991 - July 1995
Skills
Mandarin, English, Global Business..., Venture Capital, Corporate Finance, Private Equity, Mergers, Investments, Start-ups, Finance, Business Development, Financial Modeling
Education
University of San Francisco 1990 — 1992
Masters of Business, Finance & International Marketing
Menlo College 1986 — 1989
B.S., Business Adminstration
Kingswood School, Bath, England 1982 — 1989
Pre-College, GCE Advanced Levels
Vienna International School 1975 — 1985
High School, General Education
Medics at Home/Omaha Ambulance Service October 2011 - Present
Hennepin County Medical Center June 2001 - June 2011
Wells Fargo Bank December 2008 - November 2009
ECHO (Emergency and Community Health Outreach) 2009 - 2009
Life Link III May 2000 - June 2001
Allina Hospitals & Clinics November 1999 - June 2001
Washington Township Fire Department May 1995 - September 1999
American Medical Response (Fort Wayne, IN) September 1993 - September 1999
Aboite Township Fire Department September 1993 - May 1998
Skills
EMS, Emergency Management, Cpr Certified, Clinical Research, Hospitals, PowerPoint, Public Speaking, Supervisory Skills, Coaching, Microsoft Office, Microsoft Word, Healthcare, PALS, Strategic Planning, Public Safety
Education
Metropolitan State University 2004 — 2008
B.S., Business Administration
North Hennepin Community College 2000 — 2004
A.A.S., Business
South Central College 1991 — 1993
Paramedic certification
Balance Empowered July 2012 - Present
Thomson Reuters December 2012 - March 2015
Mom's on the Run April 2013 - November 2014
Team Ortho Foundation 2010 - 2013
Wells Fargo Bank August 2011 - December 2012
Wells Fargo August 2009 - August 2011
Wells Fargo Bank November 2007 - August 2009
Wells Fargo August 2006 - November 2007
Wells Fargo Bank July 2005 - August 2006
Wells Fargo Bank March 2004 - July 2005
Skills
Lifestyle Coaching, Leadership Development, Nutritional Counseling, Training, Recruiting, Leadership, Influential, Running, Customer Relations, Situational Leadership, Group Presentations, Decision Making, Coaching, Travel, Results Oriented, Human Resources, Entrepreneurship, Interviews, Internal Communications, Change Leadership, Employee Relations, Onboarding, Culture Change, Hiring, HR Policies, Talent Management, Applicant Tracking..., Temporary Placement, Sales, Career Development, HR Consulting, Workforce Planning, Sourcing, HRIS, Retail Banking, Sales Recruitment, Behavioral Interviewing, Interviewing, Policy Analysis, Program Facilitation, Salary Administration, Staffing Metrics, Affirmative Action, Attention To Detail, Client/Hiring Manager..., Leave of Absence..., California Labor Law, OFCCP, Affirmative Action...
Education
University of St. Thomas 2013 — 2013
Mini MBA
Metropolitan State University 2003 — 2005
Bachelor of Arts, Professional Communication
University of Minnesota-Duluth 2000 — 2001
Carriage House Partners, LLC June 2012 - Present
Windsor Restoration Inc. October 2011 - June 2012
Wells Fargo Bank October 2010 - October 2011
Hayden Building Maintenance January 2009 - August 2010
Max Construction Inc March 2008 - September 2009
Skills
Sales, Credit, Management, New Business Development, Portfolio Management, Customer Service, Strategic Planning, Payroll, Finance, Strategy, Budgets, Recruiting, Accounting, Banking, Insurance, Accounts Payable
Education
Mercy College 2007 — 2008
Bachelor of Science, Business Administration; International Business
Rockland Community College 2005 — 2007
Associates, Applied Science, Business Administration
Thrive SEO & Marketing April 2015 - Present
Craig L. Elggren, CPA September 2012 - Present
Opes Financial Solutions July 2012 - August 2013
Wells Fargo Bank May 2010 - August 2012
Wells Fargo Bank December 2008 - May 2010
Skills
Finance, Financial Analysis, Real Estate, Retirement Planning, Small Business, Management, Wealth Management, Credit, Sales, Consumer Lending, Leadership, Insurance, Banking, Investments, Small Business Lending, Financial Services, Auditing, Credit Analysis, Loan Origination, Life Insurance, Strategic Financial..., Loans, Lines Of Credit, Retail Banking, Cross Selling, Term Life Insurance, Portfolio Management, Financial Planning, Personal Financial..., Retirement Savings, Marketing, Social Media, Social Media Marketing, Search Engine Ranking, Search Engine Submission, SEO
Education
Northern Arizona University, College of Business Administration 2012 — 2013
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
Mesa Community College 2008 — 2011
Associates in Arts
Wells Fargo Bank May 2014 - Present
Family Dollar September 2013 - May 2014
Polymer Group Inc February 2013 - September 2013
Compass Group North America May 2008 - January 2013
First Colony Corporation May 2007 - February 2008
Public Trust August 2004 - March 2007
Skills
Financial Modeling, Forecasting, Financial Analysis, SAS, Risk Management, Analytics, Leadership, Management, Regression Analysis, Financial Reporting, VBA, Corporate Finance, SAP, Matlab, Stata, Time Series Analysis, Monte Carlo Simulation, Business Analytics, Essbase, Model Development, Model Validation, Quantitative Finance, SAS Forecast Studio, JMP, Teradata
Education
University of North Carolina at Charlotte 2011 — 2015
Master of Science, Mathematical Finance - Financial Data Analytics Concentration
Massey University 2003 — 2007
Bachelor of Business Studies, Finance
Esurance August 2013 - Present
Vitality Chiropractic, Inc. September 2012 - April 2013
Endurance International Group August 2009 - September 2012
GoDaddy.com January 2006 - August 2009
Wells Fargo Bank January 2003 - January 2006
Skills
Customer Satisfaction, Sales Management, Forecasting, Customer Service, Analytics, PPC, Social Media, Market Research, Account Management, SEM, Lead Generation, Team Building, Online Advertising, E-commerce, Call Centers, Leadership, Training, Sales Operations, Management, CRM, WordPress, Salesforce.com, SEO, Team Leadership, Advertising, Social Media Marketing, Social Networking, Marketing Strategy, Troubleshooting, Strategic Partnerships, Microsoft Office, Marketing, Online Marketing, Email Marketing, Sales, Sales Process, Windows, Strategy, Web Analytics, Google Analytics, Customer Retention, Strategic Planning, HTML, New Business Development, B2B
Education
Menlo College 2001 — 2002
Business & Finance
Wells Fargo Bank March 2012 - Present
Wells Fargo Bank August 2006 - March 2012
Wells Fargo February 2006 - August 2006
Wells Fargo Bank June 2003 - February 2006
Skills
Loans, Banking, Credit, Series 7, Portfolio Management, Wealth Management, Financial Analysis, Mortgage Banking, Customer Service, Investments
Education
McNeese State University 1997 — 2000
BA, Finance
Brand Mortgage Group October 2012 - Present
Wells Fargo Bank September 2011 - September 2012
Skills
Mortgage Lending, Loans, Banking, Customer Service, Credit, Finance, Microsoft Excel, Sales, PowerPoint, Microsoft Office, Leadership, Microsoft Word
Education
Mercer University - Stetson School of Business and Economics 2007 — 2011
BBA, Finance, Management
Wells Fargo Bank 1998 - 2012
Wells Fargo July 1997 - October 1998
Skills
Banking, Customer Service, Community Outreach, Leadership, Negotiation, Problem Solving, Writing, Coaching, Credit, Strategic Planning, Management, Team Leadership, Financial Analysis, Public Speaking
Education
Metropolitan State University
Bachelor of Arts (B.A.), English Language and Literature
Insite Software August 2014 - Present
Infor May 2013 - August 2014
UTC Aerospace Systems (CSC) October 2010 - May 2013
Seagate Technologies December 2007 - July 2009
Circuit City June 2003 - May 2008
Wells Fargo Bank November 2006 - April 2007
Green Acres Mortgage May 2006 - November 2006
Skills
Visio, SQL, HTML, Visual Basic, Windows 7, Integration, JavaScript, Windows, Microsoft Excel, CSS, Java, Project Management, Microsoft Office, Business Analysis, XML, Linux, MySQL, Oracle, SAP, PHP, MS Project, Team Leadership, Photoshop, UML, WAMP, LAMP, Apache, Analytics, CompTIA A+ Certification, WebSphere Application..., Perl Script, IIS, Subversion, Android Development, WSDL, SOAP, REST
Education
Metropolitan State University 2010 — 2011
Bachelor of Arts Degree, Computer Information Systems
Normandale Community College 2002 — 2006
Associate of Arts Degree, Liberal Arts
State Farm November 2014 - Present
Mutual 1st Federal 2012 - 2014
Equitable Bank October 2011 - 2012
Centris Federal Credit Union 2010 - 2011
Centris Federal Credit Union 2010 - 2011
Wells Fargo Bank 2004 - 2010
Wells Fargo Bank 2004 - 2010
Skills
Credit, Loans, Banking, Credit Analysis, Mortgage Lending, Consumer Lending, Retail Banking, Mortgage Banking, Financial Analysis, Underwriting, Refinance, Commercial Banking, Finance, Cross Selling, Commercial Lending, Residential Mortgages, Loan Origination, Insurance, Financial Services, Sales
Education
University of Nebraska 2004 — 2008
Bachelor of Science Degree, Finance
University of Nebraska-Lincoln 2004 — 2008
Bachelors, Finance
Metropolitan Community College
Continuing Education-Excel 2013
Forensic Analytical Sciences October 2012 - Present
Independent Employer 2011 - 2012
Wells Fargo Bank 2009 - 2011
Breast Cancer Network of Strength January 2009 - August 2009
Menlo College October 2008 - May 2009
Skills
Customer Service, Inventory Management, Management, Organizational..., Financial Analysis, Court Testimony, Microsoft Excel, Teamwork, Public Relations, Outlook, Marketing Communications, Evidence Technician, Evidence Management, Microsoft Office, Ethics, Auditing, Administrative..., Financial Accounting, BillQuick, QuickBooks, Time Management, Office Administration
Education
Menlo College 2005 — 2009
BS, Business Management/Marketing Communications
Sacramento Waldorf 1997 — 2005
High School Diploma, General Education
Wells Fargo Bank April 2006 - Present
EXPERIENCEWELLS FARGO & COMPANY March 2006 - Present
Wells Fargo March 2003 - March 2006
Wells Fargo October 2002 - March 2003
Wells Fargo January 2001 - October 2002
Wells Fargo January 1997 - January 2001
Wells Fargo January 1995 - January 1997
Wells Fargo January 1993 - January 1995
Skills
Loans, Customer Service, Research, Banking, Compliance, Credit Risk, Excel, Microsoft Office, Access, Process Improvement, Coaching, Word, Team Building, Outlook, Commercial Banking, Mentoring, Problem Solving, Hiring, Accounting, Consumer Lending, Customer Satisfaction, Risk Management, Microsoft Excel, Leadership, Call Centers, Credit, Microsoft Word
Education
EDUCATIONGraduate of Dobson High School
Mesa Community College
general studies
SIEMENS FINANCE B.V. January 2009 - Present
WELLS FARGO BANK January 2004 - January 2009
RBC September 2000 - January 2004
ROYAL BANK OF CANADA June 1997 - September 2000
ROYAL BANK OF CANADA (RBC) July 1994 - June 1997
ROYAL BANK OF CANADA June 1987 - April 1990
Skills
Project Finance, Structured Finance, Renewable Energy, Renewable Energy Markets, Solar Energy, Solar PV, Wind Energy, Mergers & Acquisitions, Power Generation, Sustainable Energy, Energy Management, Due Diligence, Business Strategy, Strategy, Credit Risk, Market Risk, Credit Analysis, Capital Markets, Investment Banking, Cash Flow Lending, Business Development, Management Consulting, Asset Management, Risk Assessment, Debt & Equity Capital..., Enterprise Risk..., Risk Mitigation, Project Management, Energy Policy, EPC, Energy Conservation, Private Equity, Venture Capital, Energy Markets, Contract Negotiation, Alternative Energy, Photovoltaics, Risk Management, Operational Risk..., Cleantech, Risk Reviews, Geothermal, Biomass, Loan Origination
Education
McGill University
MBA, FINANCE
St. Mary's University
BACHELOR OF COMMERCE
Crunchyroll, Inc. March 2015 - Present
Chronicle Books May 2010 - March 2015
VIZ Media June 2004 - May 2010
Bank of America 2003 - 2004
Wells Fargo Bank 2001 - 2003
Skills
Marketing Strategy, Marketing, Retail, Sales, Premium Sales, Social Media Marketing, Multi-channel Marketing, Management, Licensing, Sales Management, Digital Marketing, Salesforce.com, Branding & Identity, Lead Generation, New Business Development, Social Media, Publishing, Advertising, Online Marketing, Digital Media, Business Development, Brand Management, Brand Development, Corporate Branding, Merchandising, Visual Merchandising, Budgets, Social Networking, Strategic Partnerships, New Media, Content Strategy, Trade Shows, Digital Strategy, Online Advertising, Creative Direction, Marketing Communications, Copywriting, Strategy, Product Marketing, Email Marketing, Leadership, Integrated Marketing, Product Development, Customer Service, E-commerce, Analysis, Strategic Planning
Education
Carmel High School
Menlo College
International Business
Wells Fargo Insurance March 2014 - Present
Faith Lutheran Church, Waconia, MN September 2009 - April 2015
Wells Fargo Insurance Services June 2010 - March 2014
Wells Fargo January 2007 - June 2010
Wells Fargo Bank June 2005 - January 2007
Wells Fargo June 2000 - June 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Analysis, Software Documentation, Business Analysis, Process Improvement, Project Management, Visio, SharePoint, Requirements Gathering, Business Requirements
Education
St. Mary's University 2003 — 2007
Master's degree, Project Management
Metropolitan State University 2000 — 2003
Bachelor's degree, Human Resources Management and Services
Wells Fargo Bank April 2011 - Present
Wells Fargo Bank April 2007 - March 2011
Wells Fargo Bank April 2005 - April 2007
Staten Island Bank October 2001 - April 2005
United States Airforce April 1984 - May 2004
AXA Equitable February 2001 - October 2001
Wachovia Securities Financial Network April 1999 - February 2001
Bank One June 1996 - April 1999
Bank One June 1995 - April 1999
Skills
Commercial Banking, Retail Banking, New Business Development, Credit, Sales, Banking, Building Relationships, Strategic Planning, Sales Operations, Finance, Portfolio Management, Investments, Mortgage Lending, Loans, Negotiation, Risk Management, Analysis, Lines Of Credit, Strategy, Underwriting, Customer Service, Training, CRM, Small Business, Leadership, Commercial Lending, Relationship Management, Insurance, Financial Services, Credit Analysis, Small Business Lending, Business Development, Treasury Management, Consumer Lending, Mergers & Acquisitions, Cross Selling, Strategic Financial..., Financial Risk, Wealth Management
Education
Mercer University 2012 — 2014
Executive MBA, Executive Masters in International Business Administration
Sinclair Community College 1994 — 1998
Marketing/Communications
Mary Kay Inc. July 2007 - Present
EBMUD 2007 - Present
Environmental Sampling Supply 2000 - 2007
Wells Fargo Bank 1977 - 1988
Skills
Customer Service, Skin Care, Event Planning, Microsoft Excel, Microsoft Office, Community Outreach, Gifts, Non-profits, Makeovers, Public Speaking, Outlook, Leadership, Fundraising, Leadership Development, Makeup Artistry, Coaching, Data Entry, Event Management, Nonprofits, Team Building, Training
Education
San Francisco State University
Accounting and Finance
Merritt College
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Deluxe Corporation September 2015 - Present
Wells Fargo Bank April 2015 - September 2015
Minnesota Historical Society January 2015 - May 2015
Metropolitan States University/AdvanceIT MN April 2013 - January 2015
Wells Fargo Bank March 2005 - October 2012
Skills
Customer Service, Risk Management, Access, Visio, Process Improvement, Team Leadership, Microsoft Office, Quality Assurance, Microsoft Excel, Software Documentation, Troubleshooting, MS Project, Project Management, Customer Satisfaction, Management, Business Analysis, Outlook, Leadership, Risk Assessment, Team Building
Education
Metropolitan State University 2012 — 2015
Bachelor’s Degree, Computer Science
Saint Paul College-A Community and Technical College 2009 — 2011
Komatsu America Corp. July 2014 - Present
Illinois Housing Development Authority December 2012 - July 2014
Best Buy September 2006 - November 2012
Wells Fargo Bank June 2011 - September 2011
Skills
Financial Analysis, Microsoft Office, Customer Service, Retail, Microsoft Excel, Microsoft Word, Access, PowerPoint, Financial Reporting, Public Speaking, Sales, Photoshop, Windows 7, OS X, Leadership, Computer Hardware, Teamwork, Time Management, Accounts Payable, Outlook, Team Leadership, Management, Inventory Management, Training, Customer Satisfaction, Data Analysis, Team Building, Merchandising, Budgets, Accounting, Social Networking, Forecasting, Finance, Marketing
Education
Northern Illinois University - College of Business 2010 — 2012
Bachlors of Science, Finance
McHenry County College 2008 — 2010
Wells Fargo Bank August 2012 - Present
Wells Fargo Bank August 2010 - August 2012
Wells Fargo Bank December 2009 - August 2010
Skills
•7 years management..., •Create, train, and..., •Responsible for the..., •Recruit, hire,..., •Creative problem..., •Establish effective..., •Works closely with...
Education
Metropolitan Community College 2001 — 2004
Associate's degree in Business, Business Management
Waubun High School 1994 — 2000
Diploma, High School
Core Bank / NMLS ID: 445890 November 2011 - Present
Equitable Bank - Nebraska January 2011 - November 2011
Bank of the West January 2010 - January 2011
Wells Fargo Bank March 2008 - August 2010
Wells Fargo December 2003 - March 2008
Skills
Banking, Loans, Customer Service, Marketing, Leadership, Management, Sales, Training, Sales Management, Budgets, New Business Development, Customer Satisfaction, Microsoft Word, Credit, Team Building, Strategic Planning, Coaching, Microsoft Office, Account Management, Insurance, Marketing Strategy, Negotiation, Finance, Real Estate, Microsoft Excel, PowerPoint, Budget, Selling, Time Management, Social Networking, Small Business, Portfolio Management, Retail Banking, Mortgage Lending, Residential Mortgages, Commercial Mortgages, Construction Loans, Real Estate Lending, Real Estate Financing, Executive...
Education
Metropolitan Community College 2010 — 2011
Business Management, Marketing
University of Nebraska-Lincoln 2004 — 2006
Marketing, Business Management
Grand Island 2000 — 2004
PROCESS INTELLIGENCE GLOBAL SERVICES, LLC February 1998 - Present
Hewlett-Packard July 2015 - September 2015
Hitachi Data Systems February 2015 - July 2015
e8 VERDESTIC CORPORATION (Tianjin, China) May 2009 - January 2015
Gracenote May 2014 - June 2014
INSTITUTE FOR DIVERSIFIED ENERGY ALTERNATIVES (IDEA) May 2005 - May 2013
Wells Fargo Bank January 2010 - July 2010
California Independent System Operator 2008 - April 2009
PayPal February 2007 - July 2007
Bank of America 2004 - 2005
Skills
Program Management, PMO, Cross-functional Team..., SDLC, Process Improvement, Management, Enterprise Software, Project Management, Vendor Management, Strategic Planning, Project Portfolio..., Governance, Agile Project Management, Mergers & Acquisitions, "Single Point of..., Negotiation, Change Management, IT Strategy, Mergers, PgMP, Leadership and Team..., Supply Chain Management, Supply Chain..., International Project..., International Logistics, Global Sourcing, Global Operations, Renewable Energy..., Business, Academic and..., Leadership, China Buisness and..., U.S.-China relations
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2013
Non-matriculating, Post-Graduate Open Courseware, Technology Innovation
Tsinghua University 2011 — 2011
Sino-American Technology and Innovation Collaboration (MBA), Sino-American Technology and Innovation Collaboration
SUNY at Buffalo
Bachelor's degree, Economics and Business Management
San Francisco Law School
Juris Doctorate (pending), U.S. Law
Wells Fargo February 2011 - Present
Wells Fargo Bank January 2006 - February 2011
Alerus Financial May 2005 - January 2006
Summit Benefits Group March 2000 - September 2003
Skills
Retirement, Leadership, 401k
Education
Metropolitan State University 2012 — 2015
Business Administration Bachelor of Science, Business Administrations, Management and Operations, GPA 3.87
Metropolitan State University 2011 — 2015
Business Administration Bachelor of Science, Operations Management and Supervision
Minnesota School of Business 1995 — 2011
AAS, Business Admin
Wells Fargo Bank November 2009 - Present
Wachovia 2007 - January 2010
Ettain group 2006 - 2007
Beazer Homes 2004 - 2006
Coats North America 2002 - 2004
Osprey Software & Systems 2001 - 2003
Springs Industries April 1995 - February 2002
Skills
Disaster Recovery, HP, Business Analysis, Software Documentation, Program Management, AIX, Training, PMP, IT Operations, Project Management, Process Improvement, IT Management, SDLC, Visio, Management, Information Technology, Vendor Management, Integration, Enterprise Architecture, Leadership
Education
North Carolina Agricultural and Technical State University 1969 — 1973
BS
Massachusetts Institute of Technology 1970 — 1971
Special Program
Girl Scouts Heart of Central California December 2012 - Present
Cyril Lawrence, Inc. June 2008 - Present
Creekside Apartments March 2007 - July 2013
Love INC April 2007 - July 2007
Boudin July 2004 - May 2005
San Francisco State University 2004 - 2004
Wells Fargo Bank 2003 - 2004
Boudin 2002 - 2003
Merced Community College 2000 - 2002
Merced Community College 2000 - 2002
Skills
Notary Public, CCRM certified, Wordperfect, Microsoft Office, Microsoft Excel, 83 wpm, 127 kpm, Oral & Written..., Telephone Reception, Customer Service, Organization, Filing, Calendaring, Client Intake, general client ledger, Administrative Office..., Administrative..., Legal Writing, Analysis, Legal Documents, Data Entry, File Management, Office Management, Telephone Skills, Microsoft Word, Legal Assistance, Document Review, Confidentiality, Outlook, Document Preparation, Multi-line Phone, Electronic Filing, Time Management, Office Administration, Litigation Support, PACER, Fax, Clerical Skills, Timeslips, Office Equipment, Administration, 10 Key, Clerical Work, Appointment Scheduling, Phone Etiquette, Administrative Work, Business Correspondence, Travel Arrangements, Calendars, Spreadsheets
Education
Merced Adult School 2007 — 2007
Certification, Business Administration and Management, General
San Francisco State University 2002 — 2004
Bachelor of Arts (B.A.), English Creative Writing
Merced College 2000 — 2002
General Education
'Self-Employed' May 2010 - Present
PIER 39 September 2014 - Present
Parade Ice Garden 2011 - Present
Encore Promotions 2010 - Present
Maan Systems July 2014 - September 2014
Window2Decor June 2012 - June 2013
RSP Marketing January 2012 - May 2012
Wells Fargo Bank April 2008 - October 2010
Detroit Skating Club 2004 - 2007
Skills
Social Media, Social Media Marketing, Facebook, Marketing Communications, Online Marketing, Marketing, Social Networking, Digital Marketing, Customer Service, SEO, Brand Development, Microsoft Office, E-commerce, Microsoft Excel, Start-ups, Entertainment, Marketing Strategy, Google Adwords, Promotions, Adobe Creative Suite, Brand Ambassadors, Figure Skating, Dance, Event Management
Education
Metropolitan State University 2010 — 2012
Bachelor's Degree, Marketing
Roseville Area High School
Wells Fargo September 2012 - March 2014
DaVita February 2012 - August 2012
DIRECTV 2011 - 2011
Wells Fargo Bank 2009 - 2011
Sony Pictures Entertainment February 2008 - 2009
Countrywide Financial Corporation January 2004 - February 2008
RR Donnelley 1998 - 2003
Skills
Project Management-IT, PMO, Quality Assurance, IT Management, Customer Service, Business Analysis, Systems Analysis, Program Management, SDLC, Cross-functional Team..., Analysis, Software Development, Project Portfolio..., Project Planning, Data Center, Vendor Management, Management, Consulting, PMP
Education
Merrimack College
Bachelor of Arts (B.A.), English / Mathematics
University of Southern California - Marshall School of Business
Master of Business Administration (MBA), Finance
Play Date with Kate July 2012 - Present
Wells Fargo April 2010 - March 2012
Wells Fargo Bank October 2009 - April 2010
Wells Fargo Bank March 2008 - October 2009
Skills
Small Business Lending, Banking, Credit, Leadership, Investments, Strategic Financial..., Financial Analysis
Education
Menlo College 2005 — 2008
BS Business, Finance
Menlo College 2005 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo January 2010 - Present
Wells Fargo Bank April 2007 - January 2010
Calence Consulting May 2003 - April 2007
Sentinel Technologies, Inc October 2000 - December 2002
Norstan Communications, Inc January 1995 - January 2000
Best Buy Co., Inc January 1993 - January 1995
Hennepin County Medical Center January 1988 - January 1993
Skills
ITIL, Network Architecture, Unified Communications, Network Engineering, IT Service Management, Process Engineering, Program Development, Operational Readiness, Problem Management, Business Solutions..., System Deployment, IT Strategy, Enterprise Architecture, Business Continuity, IT Management
Education
Metropolitan State University 1992 — 1993
N/A, Management Information Systems (MIS)
University of Minnesota Duluth 1980 — 1985
BA, English, Political Science
University of Birmingham 1982 — 1983
N/A, Study Abroad Program w/University of MN
Wells Fargo January 2013 - Present
Wells Fargo Bank August 2010 - January 2013
Wachovia, A Wells Fargo Company February 2009 - August 2010
Wachovia, A Wells Fargo Company December 2006 - February 2009
Beanstalk Networks February 2003 - December 2006
Beanstalk Networks April 2000 - February 2003
Search Systems Corporation June 1999 - April 2000
RealityWave Inc. September 1997 - June 1999
Skills
SDLC, Vendor Management, Visio, Business Analysis, SharePoint, PMO, Process Improvement, Change Management, Project Portfolio..., Risk Management, IT Strategy, Integration, Technical Writing, Technical Support, Information Technology, Technology Integration, Relational Databases, .NET, IT Audit, Microsoft SQL Server, Compliance, Project Management, Program Management, IT Management, IT Operations Management, IT Operations, Web Applications, Release Management, Business Continuity..., Databases, Leadership, Security, Software Development
Education
Massachusetts Institute of Technology 1995 — 1999
BS
Atradius August 2011 - May 2014
Deutsche Boerse System AG June 2008 - June 2010
EDS for ABN Amro April 2007 - June 2008
EDS for ABN Amro November 2005 - March 2007
Nestlé February 2003 - September 2005
Teleca 2003 - 2003
Volkswagen AG 2002 - 2002
Deutsche Bank 1997 - 2002
Wells Fargo Bank 1993 - 1997
Various Fortune 500 companies in the US 1983 - 1997
Skills
Data Warehousing, Databases, Business Analysis, Data Modeling, SDLC, Business Intelligence, Middleware, Architecture, Business Process, Unix, Requirements Analysis, Data Migration, Data Analysis, Requirements Gathering, Unix Shell Scripting, IT Strategy, Solution Architecture, DB2, IT Service Management, SOA, Enterprise Architecture, IT Management, ETL, Systems Analysis, Database Administration, Database Design, Data Warehouse..., Software Project..., Software Documentation, Analysis, ITIL, Modeling, Master Data Management, Process Modeling, Team Leadership, Documentation, Data Mining, Erwin, Sparx Enterprise..., Data Cleansing, Problem Solving, HP Quality Center, MagicDraw, Wink, Balsamiq, Architectures, Shell Scripting, Integration, Management, Outsourcing
Education
Stanford University
PhD, Cognitive processes
Stanford University
MA, Mathematics and Psychology
McGill University
BA/BS, Mathematics, Philosophy
Wells Fargo Bank September 2015 - Present
UnitedHealth Group August 2014 - Present
TCF Bank February 2014 - Present
UnitedHealth Group 2014 - 2015
Wells Fargo 2013 - 2014
GARNER RESOURCES 2001 - 2001
GARNER RESOURCES 2001 - 2001
Skills
SDLC, Requirements Gathering, Agile Methodologies, Business Analysis, Software Development, Data Warehousing, Business Intelligence, Quality Assurance, PMP, Visio, Agile Project Management, Vendor Management, Software Documentation, Oracle, Project Management, Project Planning, MS Project, Project Charter, Business Case, Risk Management, Project Estimation, Release Management, RACI, Resource Management, Requirements..., Change Management, Change Control, Service Level Agreements, FDD, DFD, Project Delivery, JAD, DAR
Education
Mercer University - Stetson School of Business and Economics 1994 — 1997
MBA, Management Information Systems
Fuse Interactive May 2015 - Present
Fuse Interactive December 2010 - April 2015
Fuse Interactive March 2010 - November 2010
O'Leary and Partners May 2008 - March 2010
Universal McCann November 2006 - April 2008
DDB Los Angeles January 2006 - September 2006
Wells Fargo Bank September 2000 - November 2005
Skills
Advertising, Marketing, Social Media Marketing, Digital Marketing, Metrics Reporting, Competitive Analysis, Market Analysis, Online Advertising, Media Planning, Data Analysis, Traditional Media, Media Buying, Quality Assurance, Mobile Marketing, CRM, Copywriting, Search Advertising, SEO, Social Listening, Analytics, Coremetrics Analytics, Keynote, OmniGraffle, PowerPoint, Microsoft Excel, Microsoft Word, powersports, Defense Contracting, Powersports, Direct Marketing, Marketing Strategy, Direct Mail, Digital Media, Social Media, Brand Development, Radio, Integrated Marketing, Digital Strategy, Market Research, Interactive Advertising, Public Relations, Marketing Communications, Broadcast, Facebook, Creative Direction, SEM, Email Marketing, Online Marketing, Interactive Marketing, E-commerce
Education
University of California, San Diego
Bachelor's Degree, Communication Studies, Japanese Studies
Meiji Gakuin University
Education Abroad Program
Wells Fargo Bank 2006 - Present
Wachovia 1996 - 2001
Skills
Process Improvement, SDLC, Management, Vendor Management, PMO, Business Analysis, Project Management, Program Management, IT Strategy, IT Management, Agile Methodologies, Agile Project Management, Certified Scrum Master..., Scrum, Data Warehousing, Agile & Waterfall..., SharePoint, Procurement
Education
Meredith College 1986 — 1989
CVS Caremark Corporation July 2013 - Present
CCI-Minneapolis / CCI Chicago April 1998 - Present
City of Chicago June 2012 - July 2013
Chicago Police Department May 2012 - July 2013
Navistar Inc December 2011 - April 2012
UnitedHealthcare September 2011 - November 2011
Wells Fargo Bank June 2009 - May 2011
Medtronic August 2008 - February 2009
Cargill June 2007 - August 2008
CNA September 2006 - March 2007
Skills
Active Directory, Visio, Windows Server, Servers, VMware, Disaster Recovery, DHCP, DNS, Microsoft Exchange, Virtualization, IIS, Data Center, Citrix, Group Policy, Operating Systems
Education
Metropolitan State University 1997 — 2000
Bachelors
University of Minnesota-Twin Cities 1992 — 1996
PNC September 2011 - September 2012
M&T Bank 2011 - 2011
Wells Fargo Bank October 2008 - November 2009
Wells Fargo Bank August 2008 - November 2009
Wells Fargo 2006 - November 2009
PNC Bank September 2007 - June 2008
First Interstate Bank 1991 - 1994
Skills
Mainframe, Banking, Visio, Requirements Analysis, IDS, JCL
Education
Mesa Community College 1970 — 1973
Trend Homes February 2007 - Present
Wells Fargo Bank October 2000 - February 2007
Education
Mesa Community College
Kaiser Permanente 2011 - Present
Trinchero Family Estates February 2010 - July 2010
St. Joseph Health System 2007 - April 2009
Wells Fargo Bank 2004 - 2007
Mizuho Corporate Bank 1999 - 2002
GE Capital 1995 - 1999
Education
McMaster University 1992 — 1994
Wells Fargo Bank September 1999 - Present
Education
Mercer University 1983 — 1986
Pillsbury United Communities Network AdministratorRPTAMarch 2004 - Present
Wells Fargo Bank June 2002 - March 2003
Education
University of Minnesota-Twin Cities 2004 — 2007
MS, Computer Science
Metropolitan State University 2002 — 2003
B.Sc., Computer Science
Avidbank July 2015 - Present
Bank of the West June 2014 - July 2015
Bridge Bank April 2008 - April 2014
Greater Bay Bank March 2006 - June 2007
Wells Fargo Bank October 2000 - May 2006
Skills
Commercial Lending, Corporate Finance, Treasury Management, Lines Of Credit, Relationship Management, Real Estate Economics, Loan Origination, Credit, Banking, Small Business Lending, Middle Market, Loans
Education
Massachusetts Institute of Technology 1995 — 1998
SGC Financial June 2007 - Present
First Republic Bank September 2001 - May 2007
Wells Fargo Bank May 2000 - August 2001
Education
San Jose State University 2001 — 2003
Business Managment, Humanities
Menlo College 1998 — 2000
School District of Hillsborough County April 2013 - Present
School District of Hillsborough County November 2013 - June 2014
Peak Performance Health Club August 2007 - November 2011
Federal Express August 2004 - July 2007
Wells Fargo Bank July 2000 - October 2004
Private November 1996 - October 1998
Skills
Public Speaking, Fitness, Teaching, Sports, Child Development, Lesson Planning
Education
Menlo College 1998 — 2002
Visa September 2011 - Present
CGI October 2005 - July 2009
Silver Oak Solutions May 2000 - September 2005
Mitchell Madison Group January 1997 - May 2000
Wells Fargo Bank June 1995 - December 1996
National Economic Research Associates July 1991 - June 1994
Skills
Management Consulting, Strategy, Cross-functional Team..., Business Strategy, Business Analysis, Business Process...
Education
Massachusetts Institute of Technology - Sloan School of Management 1994 — 1996
MBA
Smith College 1987 — 1991
BA
Minnesota Fourth Judicial District March 2013 - Present
Wells Fargo June 2012 - March 2013
Wells Fargo Bank 1999 - December 2011
Skills
Microsoft Excel, Customer Service, Microsoft Office, Public Speaking, Social Media, PowerPoint, Leadership Development, Microsoft Word, System Administration, Event Planning, Outlook, Research, Team Building, Nonprofits, Training, Coaching, Project Planning, Event Management, Human Resources, Social Networking, Fundraising, Administration, Leadership, Time Management, Access, Community Outreach, Policy, Data Entry, Management, Program Management
Education
Metropolitan State University 2010 — 2013
Computer Information Technology
University of Wisconsin-Madison
Wells Fargo Bank 2004 - Present
Skills
Wealth Management, Loans, Commercial Lending, Banking, Credit Analysis, Commercial Banking, Portfolio Management, Series 7, Mortgage Lending, Small Business Lending, Investments, Private Banking, Relationship Management, Loan Origination, Strategic Financial..., Lines Of Credit, Retirement Planning, Asset Management, Commercial Mortgages, Credit, High Net Worth...
Education
UCSC 2010 — 2013
Obtained CERTIFIED FINANCIAL PLANNER (tm) certification
Messiah College
Bachelor's degree
Wells Fargo July 2012 - Present
Wells Fargo September 2009 - July 2012
Wells Fargo Bank July 2008 - July 2012
Wells Fargo Advisors January 2006 - July 2008
Wells Fargo August 2003 - January 2006
Carder-Fulton Design 1998 - 2006
Skills
Media Planning, Media Buying, Media Strategy, Data Analysis, Marketing Research, SharePoint, Advertising, Adobe, Word, Excel, PowerPoint, Microsoft Word, Market Research, Marketing, Social Media Marketing, Marketing Strategy, Analytics, Microsoft Excel, Integrated Marketing, Social Media, Marketing Communications
Education
Massachusetts Institute of Technology 1993 — 1998
Bachelor of Science (B.S.), School of Architecture + Planning
Wells Fargo Bank January 2003 - Present
Wells Fargo Bank January 2003 - Present
Education
Mercy College 2000 — 2002
Certificate, Paralegal Studies
University of Houston 1982 — 1986
B.A., General Studies
First Citizens Bank & Trust of South Carolina November 2014 - Present
First Citizens Bank & Trust of South Carolina April 2012 - October 2014
Wells Fargo Bank August 2008 - March 2012
Wachovia, A Wells Fargo Company December 2005 - August 2008
Heritage Bank August 2003 - December 2005
Skills
Risk Management, Credit Analysis, Credit, Financial Risk, Finance, Commercial Lending, Analysis, Loans, Banking, Commercial Banking, Financial Analysis, Portfolio Management, Small Business Lending, Underwriting
Education
University of Phoenix 2003 — 2005
MBA, Business Administration
Mercer University - Stetson School of Business and Economics 1999 — 2003
Bachelor of Science, Finance
Wells Fargo May 2009 - Present
Wells Fargo Securities May 2008 - June 2009
Wells Fargo Bank April 1998 - April 2008
Bank of Montreal November 1991 - March 1998
Coopers & Lybrand September 1988 - October 1991
Skills
Portfolio Management, Banking, Credit, Financial Analysis, Risk Management, Capital Markets, Corporate Finance, Financial Modeling, Finance, Credit Analysis, Commercial Banking, Commercial Lending, Loans, Treasury Management
Education
McMaster University 1990 — 1993
Master of Business Administration (MBA), Finance, General
Wilfrid Laurier University 1984 — 1988
Bachelor's degree, Accounting and Finance
Neighborhood of Affordable Housing (NOAH) September 2012 - Present
Wells Fargo Bank August 2011 - August 2012
Initiative for a Competitive Inner City May 2011 - August 2011
MIT August 2008 - May 2011
The Community Builders, Inc. June 2010 - August 2010
Jonathan Rose Companies June 2009 - August 2009
CBT Architects July 2006 - July 2008
Boston Architecture College 1999 - 2008
Durkee Brown Viveiros and Werenfels April 2004 - June 2006
Americorps August 2000 - July 2001
Skills
Urban Planning, Sustainable Design, Mixed-use, Real Estate Development, Architectural Design, Comprehensive Planning, Urban Design, Design Research, AutoCAD, Sustainability, Submittals, LEED, Space-planning, Construction, Green Building, InDesign, Interior Design
Education
Massachusetts Institute of Technology 2008 — 2010
MCP, MSRED, City Planning and Real Estate
Syracuse University 1993 — 1998
B.Arch, Architecture
Family Housing Advisory Services July 2001 - Present
Consumer Credit Counseling Services of Nebraska September 1996 - June 2001
Wells Fargo Bank 1985 - 1996
Skills
Coaching, Credit Counseling, Customer Service, Fundraising, Public Speaking, Public Relations, New Business Development, Hiring Employees, Banking, Mortgage Banking, Strategic Planning, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Database Administration, Case Managment, Supervising, Volunteer Training, Asset Managment, Community Outreach, Grant Writing, Tax Preparation, Leadership, Financial Counseling, Underwriting, Developer, Leadership Development, Training, Program Management, Volunteer Management, Budgets, Community Development, Program Development, Board Development, Grants, Non-profit...
Education
University of Nebraska at Omaha 2012 — 2016
Social Work
Metropolitan Community College 2010 — 2014
Certification, Financial Planning and Services
Wells Fargo Bank Sr.EVP, Citibank NA, CaliforniaCitibank1991 - 1999
Skills
Management, Loans, Leadership, Mentoring, Credit, Banking, Strategic Financial..., Commercial Lending, Wealth Management, Credit Analysis, Treasury Management, Loan Origination, Mortgage Lending, Financial Analysis, Consumer Lending, Investments, Portfolio Management, Mergers & Acquisitions, Finance, Risk Management, Retail Banking, Underwriting, Series 7, Commercial Banking, Small Business Lending, Securities, Private Banking, Cash Management, Credit Risk, Commercial Mortgages, Lines Of Credit, Financial Services, Mortgage Banking, Relationship Management, Fundraising, Volunteering, Asset Management, Asset Based Lending, Cross Selling, Executive Management, Series 63, Credit Cards, Capital Markets, Operational Risk, Wealth Management..., Financial Structuring, Business Innovation
Education
Massachusetts Institute of Technology - Sloan School of Management 1979 — 1980
Wells Fargo Bank January 2000 - Present
Skills
NDM, Rumba, Autosys, Banking, Credit
Education
Metropolitan Community College
GE Healthcare July 2013 - Present
Target July 2011 - July 2013
Medtronic February 2007 - July 2011
Pentair August 2005 - October 2006
Wells Fargo Bank June 1995 - August 2005
Skills
System Administration..., SAP FI/CO, Hyperion Enterprise, Essbase, Process Improvement, Financial Analysis, Forecasting, SAP, Business Analysis, Variance Analysis, Financial Reporting, SAP BW, Sarbanes-Oxley Act, Budgets, General Ledger, Accounting, HFM, Hyperion HFM, GAAP, Finance, Financial Accounting, Financial Systems, FDM, Consolidation, Hyperion
Education
Metropolitan State University 1995 — 1997
B.S., Business Administration
Southwest Minnesota State University 1991 — 1995
Business Administration
PlainsCapital Bank June 2006 - Present
Wells Fargo Bank October 2000 - June 2006
Education
Texas A&M University - Mays Business School 1988 — 1990
MBA, Finance
McMurry University 1984 — 1988
BS Natural Sciences, Biology, Chemistry, Physics, & Geology
Carey Limousine January 2007 - Present
Wells Fargo Bank 2002 - 2006
Marquette Bank 1996 - 2002
Skills
Banking, Sales Management, Customer Service, Small Business Lending
Education
Metropolitan State University 1974 — 1978
B.A., Business Management
Bank of America April 2012 - July 2013
Charles Schwab & Co., Inc October 2010 - August 2011
Wells Fargo Bank May 2006 - December 2008
Sallie Mae November 2005 - March 2006
Sallie Mae November 2003 - November 2005
EUROPA FOODS January 2000 - January 2002
Skills
Access, Finance, Software Documentation, Accounts Receivable, Accounts Payable, Accounting, Human Resources, Invoicing, Loans, Customer Service, Loan Processor
Education
Mesa Community College 2000 — 2002
Computer Courses
Income Tax Law, Saurashtra University
Bachelor, Law
Saurashtra University
Bachelor of Commerce, Accounting and Business Administration
Saurashtra University
Diploma, Computer Science
UnitedHealth Group May 2013 - Present
UnitedHealth Group December 2011 - May 2013
UnitedHealth Group August 2010 - December 2011
R&D Systems June 2007 - August 2010
Wells Fargo Bank May 2006 - June 2007
Cossetta, Inc May 2005 - June 2006
Skills
Financial Statements, Sarbanes-Oxley Act, Accounts Receivable, Finance, Financial Analysis, Accounting, Accounts Payable, Budgets, Access, Software Documentation, Analysis, Leadership, Management, Forecasting
Education
Texas A&M University-Commerce 2010 — 2012
MBA, Business, Accounting
Metropolitan State University 2006 — 2008
B.S., Accounting
North Hennepin Community College 2002 — 2006
Associates, Accounting
Champlin Park High School
Wells Fargo Business Direct June 2010 - Present
Wells Fargo Bank 2003 - Present
Wells Fargo Busniess Direct 2006 - 2008
Education
Mesa Community College 1990 — 1992
Marketing
Wells Fargo October 2007 - Present
Wells Fargo Bank August 2004 - September 2007
Skills
Banking, Process Improvement, Financial Analysis, Strategic Planning, Business Analysis, Analysis, Relationship Management, Customer Service, Product Management, Leadership, Commercial Banking, Marketing, Program Management, Microsoft Excel, Team Building, Management, Cross-functional Team..., Credit Cards, Account Management, Project Management, Team Leadership, Vendor Management, SDLC, Training, Change Management, Data Analysis, Portfolio Management, Financial Services, CRM, PowerPoint, Microsoft Office, Risk Management
Education
Merritt College
Business Administration and Management, General
Wells Fargo Bank May 2007 - Present
Wachovia Securities, LLC October 2003 - May 2007
Wachovia Securities, LLC June 2002 - October 2003
Wachovia Securities, LLC October 1998 - June 2002
Wachovia Securities, LLC April 1997 - October 1998
Skills
Internal Communications, Writing, Editing, Project Coordination, Marketing Communications, Change Communications, Strategic Communications, Strategy, Leadership, Management, Lead Generation, Change Management, Marketing, Training, Advertising, Direct Mail, Marketing Strategy, Process Improvement, Negotiation, Newsletters, Press Releases, SharePoint, Content Management
Education
University of South Carolina-Columbia 2008 — 2008
Certified Grants Specialist
Methodist University 1992 — 1995
B.A., French/English
New Horizons Computer Learning Center
Certified Internet Webmaster
Visa June 2011 - September 2012
Wells Fargo Bank May 2010 - May 2011
IBM Global Services January 1997 - January 2009
IBM Marketing System January 1989 - January 1997
Skills
Test Planning, Software Quality..., Test Automation, Testing, Oracle, Test Cases, LoadRunner, Quality Center, SQL, Unix, DB2, QTP, System Integration..., Databases, Linux, Agile Methodologies, Eclipse, Agile Testing, Black Box Testing, Web Services, Selenium, JIRA, System Testing, Software Project..., Windows, User Acceptance Testing, Microsoft SQL Server, Toad, Test Management, Java, Data Migration, Regression Testing, Manual Testing, SOA, Web Testing, Test Strategy, Websphere, Quality Assurance, Test Execution, Web Applications, Perl, AIX, Visual Basic, ClearQuest, SoapUI, WinRunner, Scrum, Integration, Bugzilla, SDLC
Education
McMaster University
PhD, Mathematics/Statistics
New Brunswick University
MA, Mathematics
Statistics and Computer science
Countrywide Bank Mtg LO / FSRCountrywide2007 - 2009
Wells Fargo Bank December 2005 - December 2006
Plaza Mortgage 2000 - 2002
Education
McNeese State University 1986 — 1987
General
Wells Fargo Bank September 2011 - Present
US Bank March 2010 - September 2011
Torrey Pines Bank September 2009 - March 2010
CDC Small Business Finance March 2007 - February 2009
1st Pacific Bank September 2006 - March 2007
Pacific Capital Bank December 2002 - September 2006
Ramona National Bank November 2001 - December 2002
Education
MiraCosta College
General Studies
Mesa Community College
General Studies
Wells Fargo Bank August 2011 - Present
Wells Fargo Bank June 2010 - February 2012
Theater Works 2009 - 2009
JPMorgan Chase 1995 - 2008
Skills
Banking, Call Center, Call Centers, Change Management, Coaching, Credit, Credit Analysis, Customer Retention, Customer Service, Financial Analysis, Interviews, Leadership, Loan Origination, Loans, Mortgage Lending
Education
Mesa Community College
Accounting
Mutual of Omaha Bank VP, Operations ManagerFirst National Bank of ArizonaJanuary 2005 - July 2008
First National Bank of Arizona August 2003 - December 2004
Wells Fargo Bank June 1996 - December 2001
Education
Mesa Community College 1977 — 1983
AA
Wells Fargo Advisors May 2012 - Present
Wells Fargo Bank May 2011 - May 2012
Wachovia June 2008 - April 2011
Skills
Financial Analysis, Alternative Investments, Finance, Financial Services, Financial Modeling, Credit Analysis, Risk Management, Private Equity, Investment Strategies, Financial Advisory, Equities, Real Estate, Fixed Income
Education
Messiah College 2004 — 2008
Business Administration
Wells Fargo March 2013 - Present
Wells Fargo Bank 2012 - 2013
Wells Fargo Bank August 2006 - March 2012
Skills
Sales, Banking, Loans, Portfolio Management, Wealth Management, Investments
Education
McNeese State University 1998 — 2001
Bachelor of Science (B.S.), Finance, General
General Mills 2012 - 2014
General Mills 2006 - 2010
General Mills 2001 - 2006
Wells Fargo Bank 2000 - 2001
Wells Fargo 1997 - 2000
Skills
Technical Training, Direct Mail, B2B, ERP, Journal Entries, Reconciliations, Accounts Payable, SG&A, Issues Resolution, Database Marketing, B2C, IT Sourcing, IT Procurement, Quality Assurance, User Acceptance Testing, Issue Resolution, Vendor Relationships, Indirect Purchasing, Reporting & Analysis, Performance Auditing, Marketing Support
Education
University of Minnesota
Bachelor of Arts, English
Metropolitan State University
Wells Fargo Bank May 2007 - Present
2004- 2007 Coldwell Banker Residential Boulder May 2007 - Present
Wachovia/Wells Fargo January 2007 - Present
Coldwell Banker Residential Brokerage January 2004 - October 2007
Travel Ease/Barge Broker January 1990 - May 2004
Canyon Travel January 1988 - January 1990
Tilcan Financial January 1983 - January 1987
Canadian International Paper January 1981 - January 1983
Education
McMaster University
Bachelor of Commerce, marketing and finance
Shire Pharmaceuticals November 2013 - Present
Ernst & Young January 2013 - November 2013
McNeil Consumer Healthcare June 2012 - January 2013
Wells Fargo Bank October 2007 - December 2011
Skills
CPA, Corporate Income Tax, Tax Provisions, Sales & Use Tax, Partnership Income Tax, Partnership K-1s, Accounting, Financial Analysis, Microsoft Excel, Retail, Customer Service, Sales
Education
Temple University - Fox School of Business and Management 2010 — 2012
Bachelor of Business Administration (BBA), Accounting
Mercer County Community College 2006 — 2009
Associate of Science, Business Administration
Petrinovich Pugh & Company, LLP December 2013 - Present
Stanislaus County Office of Education August 2012 - November 2013
Positive Coaching Alliance September 2007 - April 2010
San Francisco 49ers September 2006 - June 2007
Wells Fargo Financial July 2005 - July 2006
Wells Fargo Bank February 2002 - June 2005
Skills
Sports Management, Sports, Sports Marketing, Public Speaking, Event Planning, Customer Service, Fundraising, Sales, Social Media, Event Management, Salesforce.com, PowerPoint, Account Management, Coaching, Higher Education, Training
Education
Santa Clara University 2013 — 2013
Certificate of Advanced Accounting Proficiency, Accounting
University of San Francisco 2005 — 2007
Masters of Arts, Sports Management
Menlo College 2001 — 2005
Bachelor of Arts, Sports Management
Ceres High School 1997 — 2001
Wells Fargo Bank Community Banking District ManagerWells FargoAugust 1973 - Present
Wells Fargo January 2003 - July 2008
Skills
Mortgage Lending, Customer Service, Loans, Finance, Credit, Retail Banking, Banking, Small Business Lending, Mortgage Banking, Consumer Lending, Risk Management
Education
Mesa Community College 1971 — 1974
AA, Music
Fannie Mae December 2009 - Present
Wells Fargo Bank October 2007 - December 2009
FedEx Services July 2005 - October 2007
FedEx Services July 2000 - June 2005
Skills
Financial Modeling
Education
McGill University
Ph.D, Economics
Nanjing University 1986 — 1990
B.A, Economics
PwC June 2011 - Present
Wells Fargo Bank July 2005 - June 2011
Wells Fargo Financial July 1999 - July 2005
Education
Mercer University - Stetson School of Business and Economics 2010 — 2011
MaCC/MBA, Accounting
University of Georgia - Terry College of Business 1995 — 1999
BBA, Marketing
Wells Fargo Bank June 2004 - Present
Ameriprise Financial Services, Inc. November 1997 - August 2003
U.S. Bank April 1987 - November 1997
Skills
Financial Services, Customer Service, Banking, Leadership, Credit, Portfolio Management, Loans, Relationship Management, Microsoft Office, Securities, Global Outlook, Outlook
Education
Metropolitan State University 2012 — 2013
Wells Fargo Bank June 2014 - Present
Wells Fargo Bank September 1990 - Present
Federal Home Loan Bank of Atlanta June 1982 - August 1990
Skills
Portfolio Management, Risk Management, Capital Markets, Commercial finance -..., Credit..., Commercial Banking
Education
Mercer University - Stetson School of Business and Economics
Bachelor of Business Administration (B.B.A.), Accounting and Finance
National Residential Mortgage, A Heartland Financial USA Company August 2012 - September 2013
Wells Fargo Bank May 2011 - August 2012
DHI Mortgage Company October 2009 - October 2010
Wells Fargo Bank September 2001 - August 2008
Skills
Commercial Mortgages, Team Leadership, Time Management, Project Coordination, Market Analysis, Case Studies, Meeting Deadlines, Goal Oriented, Loan Servicing, Loan Documentation, Work Environment, McCracken "Strategy", Lease Administration, Collaborative, Problem Solving, Tenant Improvements, Cooperation, Loans
Education
Mesa Community College
Associate's degree, Business Administration and Management, General
University of Arizona
Bachelor of Science, Public Administration
Wells Fargo Bank 1990 - Present
Education
University of North Florida 1986 — 1987
MBA
Mercer University 1978 — 1982
BBA
Wells Fargo July 2015 - Present
Wells Fargo March 2014 - Present
Wells Fargo Home Mortgage November 2012 - March 2014
Wells Fargo Bank April 2011 - November 2012
Wells Fargo Bank July 2008 - March 2011
Wells Fargo Bank February 2007 - July 2008
Skills
Technical Writing, Technical Communication, Microsoft Office, FrameMaker, Technical Documentation, Manuals, Software Documentation, SnagIt, Editing, Adobe Acrobat, Content Management, Instructional Design, E-Learning, Visio, InDesign, SharePoint, Project Management, Team Leadership, Process Improvement, Customer Service
Education
Metropolitan State University 2009 — 2013
Master of Science (M.S.), Technical Communication
University of Wisconsin-Madison 1998 — 2003
Bachelor of Arts (B.A.), English
Roseville High School 1995 — 1998
citi bank April 2007 - Present
Wells Fargo Bank January 2000 - July 2006
Skills
Call Center, Outlook, Process Improvement, Loans, Team Building, Project Management, Mortgage Lending, Customer Service, Sales, Banking, Credit, Retail Banking, Management
Education
Ajloun College 1974 — 1976
Associate of Arts (AA), math & science
Mercy College
2 years in computer science
Wells Fargo Bank January 2007 - Present
BISYS Retirement Services January 2002 - January 2007
Education
Bemidji S 1994 — 1996
Bachelor's degree, Accounting
Mesabi Range Community and Technical College 1991 — 1993
Associate of Arts (AA), Accounting and Business/Management
Sedgwick CMS March 2013 - Present
Sedgwick March 2013 - June 2013
Sedgwick 2013 - 2013
AppleOne October 2012 - December 2012
Wells Fargo Bank August 2010 - February 2012
Chase Bank October 2007 - August 2010
Fidelity National Home Warranty October 2005 - October 2007
Skills
Microsoft Office, Data Entry, Typing, Customer Service, Employee Benefits, Call Centers
Education
Merritt College 2008 — 2009
N/A, Biology, General
Castlemont High School 1996 — 2000
HS Diploma, General Studies