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 May 2013 - Present
HomeDirect USA 2005 - 2013
The Bekins Company 2002 - 2005
Impact Capital Group 2000 - 2002
CIT 1994 - 2000
CIT 1995 - 1998
CIT 1994 - 1995
Congress Financial Corporation 1991 - 1994
Congress Financial Corporation 1984 - 1991
Skills
Mergers & Acquisitions, Finance, Banking, Strategy, Restructuring, Risk Management, Process Improvement, Accounting, Corporate Finance, Change Management, Leadership, Forecasting, Mergers, Strategic Planning, Management, Private Equity, Credit, Financial Modeling, Business Planning, Working Capital..., Investment Banking, Financial Analysis, Budgets, Due Diligence, Auditing, Transportation, Turnaround Experience, Financial Accounting, Negotiation, Cash Flow, Acquisition Integration, Operations Management, Corporate Governance, Project Planning, M&A experience, Credit Management, Analysis, Portfolio Management, Acquistions, Business Integration, GAAP, CFOs, Business Strategy, Business Process..., Turn Around Management, Financial Reporting, Banking Relationships, Logistics, Project Management, Retail Marketing
Education
Northern Illinois University - College of Business
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Northern Illinois University
Bachelor's Degree, Accounting and Finance
Red Door Interactive June 2015 - Present
Soncell North America September 2012 - June 2015
IPS Group, Inc. March 2012 - September 2012
University of Phoenix January 2010 - November 2011
US Foodservice March 2009 - December 2009
AUDITEC SOLUTIONS October 2008 - February 2009
Wells Fargo Bank May 2006 - October 2008
LINCOLN GENERAL INSURANCE November 2005 - May 2006
Kelly Temporary Services December 2004 - May 2006
Wells Fargo Bank June 2005 - November 2005
Skills
Microsoft Excel, Accounting, Microsoft Office, Accounts Receivable, Invoicing, Account Reconciliation, Administration, SAP, Research, Finance, Banking, Microsoft Word, Inventory Management, QuickBooks, Reconciliation, ATM, Financial Institutions, Time Management, Outlook, Billing, Audit, Customer Service, Retail Banking, Adjustments, Mentoring, Excel, Access, Word, Financial Management, PowerPoint, Compliance, PeopleSoft, Teamwork, Telephone Skills, Process Improvement, Lotus Notes, Auditing, Strategic Planning, Sales, Office Management, Sales Management
Education
Northern Arizona University 2005 — 2008
Bachelors Degree, Early Childhood Education
San Diego Mesa College 2000 — 2002
Associates Degree, General Transfer Studies
Moneris Solutions November 2014 - Present
Mercury Payment Systems September 2009 - June 2014
Chase Paymentech 2006 - 2009
Wells Fargo Bank 2004 - 2006
JP Morgan 2001 - 2002
Merrill Lynch 1999 - 2001
USA.NET 1996 - 1999
Skills
Payment Processing, Merchant Services, Payments, Consultative Selling, Solution Selling, Strategic Partnerships, Lead Generation, New Business Development, B2B, Account Management, Customer Relations, Channel Management, Negotiation, Sales Management, Strategic Planning, Team Leadership, Business Strategy, Contract Negotiation, Payment Card Processing, Channel Partners, Selling, Sales, E-commerce, Marketing, Marketing Strategy, Business Development, Customer Service
Education
Northern Michigan University 1990 — 1995
Bachelor's degree
Stryker May 2014 - Present
Stryker April 2013 - May 2014
Wells Fargo Bank November 2010 - March 2013
Wells Fargo Bank January 2012 - August 2012
Skills
Microsoft Excel, Data Analysis, Strategic Financial..., Finance, Customer Service, Sales, PowerPoint, Microsoft Word, Microsoft Office, Coaching, Outlook, JD Edwards, Hyperion HFM, Public Speaking, Leadership, Training
Education
Northern Arizona University 2005 — 2010
Bachelor of Science, Business Administration; Management and Finance; Promotions and Sales
Northern Arizona University 2005 — 2010
Bachelor of Science, Business Administration; Management and Finance
Wells Fargo Dealer Services April 2014 - Present
Wells Fargo Home Mortgage September 2012 - October 2013
Wells Fargo Bank December 2011 - September 2012
Wells Fargo Merchant Services June 2011 - December 2011
Wells Fargo Financial January 2004 - March 2011
Wells Fargo Financial August 2005 - June 2006
Wells Fargo Financial October 2004 - October 2005
Wells Fargo Financial May 2004 - October 2004
Wells Fargo Financial January 2004 - May 2004
Just Sports January 2003 - February 2004
Skills
Mortgage Lending, Sales, Sales Management, Leadership, Credit, Consumer Lending, Loans, Team Building, Banking, Loan Origination, Loan Closings, Credit Analysis, Recruiting, Training, Coaching, FHA, Financial Services, Finance, Credit Cards, Customer Service, Credit Risk, Process Improvement, Financial Analysis, Management, Loan Processing, Loan Fulfillment, Hiring Personnel, Startup Development, Insurance, Mortgage Banking, Retail Banking, Team Management
Education
Northern Arizona University 2001 — 2004
Bachelor of Science (BS), Dual Major in Business Management and Marketing
Apex Real Estate Partners October 2009 - Present
Emy Lewis Jewelry Design May 2008 - Present
Boly/Welch Recruiting July 2009 - February 2010
Abilities Rehabilitation Center June 2008 - January 2009
Northern Arizona University September 2007 - June 2008
Northern Arizona University Financial Aid Office April 2007 - January 2008
Wells Fargo Bank July 2005 - September 2006
Abilities Rehabilitation Center September 2004 - June 2005
Washington Mutual Bank November 2000 - June 2004
Skills
Customer Service, Event Planning, Microsoft Excel, Marketing, Outlook, Data Entry, Process Scheduler, Editing, Management, Public Speaking
Education
Northern Arizona University 2005 — 2008
BFA, Metalsmithing
Ventura City College
2008 Bachelors of Fine Arts, Liberal Studies and Illustration; Art History
Goodman Law PLLC May 2012 - Present
Jones & Keller PC October 2011 - May 2012
Gust Rosenfeld, PLC August 2008 - July 2011
Alston & Bird LLP July 2007 - August 2008
Wells Fargo Bank August 2006 - July 2007
Bank of America June 2000 - June 2004
Skills
Bankruptcy, Litigation, Banking, Financial Institutions, Workout, Commercial Litigation, Financial Institution..., Defeasance, Credit, Restructuring, Portfolio Management, Commercial Real Estate, Commercial Lending, Securities, Creditors' Rights, Corporate Law, Loan Origination, Due Diligence, Management, Real Estate
Education
Pacific Coast Banking School 2010 — 2012
Bank Management
Thomas M. Cooley Law School 2004 — 2006
Juris Doctor, Law
Northern Arizona University 2000 — 2006
Bachelor of Arts, Liberal Studies With Emphasis in Free Enterprise
Wells Fargo July 2015 - Present
Wells Fargo May 2014 - July 2015
Wells Fargo March 2013 - May 2014
Wells Fargo Bank August 2009 - March 2013
Wachovia, A Wells Fargo Company November 2005 - August 2009
Wachovia October 2004 - November 2005
Trammell Crow Company July 1996 - October 2004
Nextel 1995 - July 1996
Marposs 1994 - 1995
ViaTech Systems 1994 - 1994
Skills
Budgets, Program Management, Property Management, Facilities Management, Real Estate, Project Management, Contract Management, Management, Vendor Management, Construction, Customer Service, Lease Administration, Leadership, Tenant, Construction Management, Financial Analysis, Leases, Process Improvement, Corporate Real Estate, Portfolio Management, Project Planning, Negotiation, Asset Management, Budgeting, Customer Relations, Problem Solving
Education
CCIM 2012 — 2012
Coursework, CI 101 Financial Analysis for Commercial Investment Real Estate
Superior School of Real Estate 2011 — 2011
Real Estate Broker
Northern Virginia Community College 1977 — 1993
AAS, Business Management
Brookfield Global Relocation Services July 2014 - Present
Vineyard Services March 2014 - June 2014
CliftonLarsonAllen May 2013 - March 2014
Northern Arizona University August 2012 - May 2013
Wells Fargo Bank July 2010 - August 2012
Wells Fargo Financial May 2010 - July 2010
Skills
Sales, Finance, QuickBooks, Auditing, Microsoft Excel, Analysis, Microsoft Office, PowerPoint, Credit, Portfolio Management, Sales Management, Financial Analysis, Financial Risk, Accounting, Financial Accounting, Financial Reporting, Retail Banking, Financial Modeling, GAAP, Customer Service, Strategic Financial..., Microsoft Word, Leadership, Investments, Internal Controls, Cash Flow, Financial Statements, CPA
Education
Northern Arizona University 2012 — 2013
Master of Business Administration, Accountancy, 3.80
Northern Arizona University 2004 — 2010
Bachelor's degree, Accounting and Finance, 4.0
Southern Arizona VA Health Care System April 2013 - Present
Truly Nolen September 2012 - April 2013
Truly Nolen February 2012 - August 2012
Truly Nolen March 2011 - January 2012
Truly Nolen February 2009 - February 2011
Wells Fargo Bank August 1994 - December 1998
Skills
Customer Relations, Sales Management, New Business Development, Account Management, Customer Service, Team Building, B2B, Budgets, Call Centers, Coaching, Contract Negotiation, Customer Retention, Customer Satisfaction, Direct Sales, Negotiation, Operations Management, Pest Control, Sales, Sales Operations, Sales Process, Selling, Small Business, Strategic Planning, Team Leadership, Training, Management, Leadership, Cold Calling, Employee Training
Education
Northern Arizona University
BSBA, Business Administration, Management
RingCentral September 2014 - Present
Selling Simplified November 2013 - September 2014
Mercury Payment Systems February 2013 - September 2013
Wells Fargo Bank April 2010 - February 2013
Skills
Account Management, Sales Management, Sales, Direct Sales, Business Development, Cold Calling, Sales Process, Sales Operations, Lead Generation, Salesforce.com, B2B, Selling, Sales Presentations, Solution Selling, CRM, Agile Methodologies, Management
Education
Northern Arizona University, College of Business Administration 2008 — 2009
Bachelor's degree, Marketing
University of Arizona 2000 — 2002
Business Administration and Management, General
Arrow Electronics July 2015 - Present
NYSE Governance Services July 2013 - Present
NYSE Governance Services December 2011 - July 2013
Wells Fargo Bank June 2011 - December 2011
Direct Alliance November 2009 - June 2011
Avnet Technology Solutions December 2005 - March 2009
Innovion Inc. February 2004 - December 2005
International Rectifier (Formerly ATMI) 2003 - 2004
International Rectifier (formerly ATMI) 1995 - 2003
Skills
Process Improvement, Project Management, Cross-functional Team..., Program Management, Team Building, Human Resources, Lean Manufacturing, Software Installation, Warranty, Start-ups, Product Management, New Business Development, Manufacturing, Six Sigma, Contract Negotiation, Leadership, Management, Troubleshooting, CRM, Marketing, Account Management, Supply Chain Management, Training, Customer Service, Call Centers, Budgets, Sales, Vendor Management, Selling, Business Development, Salesforce.com, Strategy
Education
University of Phoenix 1998 — 2000
Masters in Business Administration
Northern Arizona University-The W. A. Franke College of Business
Bachelor of Science
Wells Fargo Bank July 2015 - Present
TD Bank, N.A. August 2011 - June 2015
Clemson University Foundation January 2010 - August 2011
Sealevel Systems May 2009 - January 2010
Sandlapper Financial/TIC Properties, LLC/Banker Exchange, LLC November 2006 - May 2009
MCI 2000 - 2006
Skills
Outlook, Strategic Planning, Employee Benefits, Training, Employee Relations, Team Building, Visio, Team Leadership, Event Planning, Onboarding, Marketing, Performance Management, Process Improvement, Customer Service, Budgets, Leadership Development, Vendor Management
Education
Northern Virginia Community College
Business Administration
Northern Virginia Community College October 2014 - Present
Northern Virginia Community College April 2012 - October 2014
State of Alaska April 2010 - November 2011
State of Alaska June 2009 - April 2010
State of Alaska December 2008 - June 2009
Wells Fargo Bank December 2007 - December 2008
Skills
Human Resources, PeopleSoft, Time Management, Payroll, Microsoft Office, Training, Employee Relations, Recruiting, Timekeeping, Employee Benefits, Administration, Performance Management, Microsoft Excel, Onboarding, New Hire Processes, Organizational..., Policy, Public Speaking, Personnel Management, System Administration, Outlook, Microsoft Word, FMLA, Higher Education, Leadership, Applicant Tracking...
Education
Northern Virginia Community College 2013 — 2016
Business Administration
Yakutat High School 2002 — 2006
Wells Fargo Bank August 2010 - Present
Branch Banking And Trust Bank (BB&T) June 2007 - August 2010
National Tire & Battery September 2002 - June 2007
Skills
Automotive, Administrative..., Asset Managment, Retail Banking, Small Business, Business, Web Design, Tax Preparation, Sales Management, Google Analytics, Google Adwords, Google Webmaster Tools, Google Docs, Google Maps, Google Groups, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Adobe Acrobat, Online Advertising, Online Research, Teller Operations, Sales Presentations, Customer Service, Customer Satisfaction, Customer Retention, Employee Relations, Employee Management, Employee Training, Training, Team Leadership, Team-oriented, Banking, Sales, Finance, Loans, Small Business Lending, Consumer Lending, Retail, Portfolio Management, Credit, Lines Of Credit, Payroll, Relationship Management, Loan Origination, Deposits, Cross Selling, Cash Management, Hiring
Education
Northern Virginia Community College 2001 — 2002
English Composition
potomac senior highschool 1993 — 1998
graduated, high school diploma
JPMorgan Chase & Co. March 2015 - Present
JPMorgan Chase & Co. September 2014 - March 2015
JPMorgan Chase September 2011 - September 2014
JPMorgan Chase May 2011 - December 2011
Wells Fargo Bank August 2009 - December 2010
Wells Fargo September 2008 - August 2009
Wells Fargo August 2006 - September 2008
Wells Fargo March 2003 - August 2006
Training To You, Inc February 2003 - April 2003
Training ala Carte LLC May 2001 - February 2003
Skills
Training, Accounting, Account Reconciliation, Auditing, Accounts Payable, Finance, Software Documentation, Strategic Financial..., Analysis, Start-ups, Strategic Planning, Financial Analysis, Management, General Ledger, Banking, Credit, Operations Management, Integration, Financial Planning
Education
Northern Arizona University-The W. A. Franke College of Business 1976 — 1980
Bachelor of Science, Management & Journalism
East High School
Searchlight Lending November 2013 - Present
Dynamic Software Services (DSS) September 2013 - February 2014
US Bank October 2011 - September 2013
Wells Fargo Bank (Market / California October 2010 - October 2011
Wells Fargo Bank October 2009 - October 2011
Wells Fargo Bank (Market / California November 2009 - October 2010
Union Savings Bank October 2008 - August 2009
Fifth Third Bank December 2004 - September 2007
Skills
Banking, Customer Service, Commercial Banking, Mortgage Lending, Small Business Lending, Loans, Credit, Commercial Lending, Cross Selling, Credit Analysis, Financial Analysis, Funding, Cash Management, Investments, Coaching, Team Building, New Business Development, Management, Treasury Management, Public Speaking, Commercial Mortgages, Sales Management, Corporate Finance, Retail, Recruiting, Employee Engagement, Employee Training, Project Management, Networking, Permanent Staffing, Start-ups, Business Development, Small Business, Training, Relationship Management, Sales, CRM, Private Equity Funding, Fundraising, Technical Recruiting, Finance, Customer Satisfaction, Business Growth..., Mentoring, Project Staffing, Bookkeeping, Public Relations, Staff Augmentation, Strategic Consulting, Software Consulting
Education
Northern Kentucky University 2000 — 2002
N/A, Marketing
Northern Kentucky University 2000 — 2002
Graduate of Moeller High School 1995 — 1999
Northern Arizona Healthcare January 2013 - Present
Northern Arizona University January 2012 - December 2012
Arizona State Credit Union March 2010 - November 2011
Wells Fargo Bank March 2008 - March 2010
Skills
Time Management, Financial Analysis, Banking, Finance, Accounting, Microsoft Excel, Customer Service
Education
Northern Arizona University 2009 — 2012
Bachelor of Science in Accountancy, Accounting and Finance
World Fuel Services July 2013 - Present
Hopson Oil Co., Inc. January 2008 - July 2013
Wells Fargo Bank January 2003 - January 2008
Bank One January 1999 - January 2003
Design House Inc. June 1997 - January 1999
Skills
Credit, Banking, Mergers, Commercial Lending, Portfolio Management, Strategic Planning, Small Business Lending, Forecasting, Financial Analysis, Corporate Finance, Risk Management, Negotiation, Loans, Analysis, Budgets, Team Building, Commercial Banking, Investments, Financial Modeling, Finance, Cash Management, Mergers
Education
University of Wisconsin-Milwaukee 1995 — 1997
Bachelor's Degree, Finance, Real Estate
Northern Michigan University 1992 — 1995
Finance
Dominican High School
SilverStone Group 2010 - Present
Surgical Management Professionals 2005 - 2010
Avera McKennan Hospital 2001 - 2005
Wells Fargo Bank 1988 - 2001
Skills
Strategic Planning, Insurance, Team Building, Employee Relations, Coaching, Employee Benefits, Public Speaking
Education
The University of South Dakota 1991 — 1993
MBA, Business
Northern State University 1984 — 1988
BS, Business
Vantage Mobility International June 2014 - Present
Cytec Industries February 2013 - April 2014
Corning Gilbert April 2006 - November 2012
Wells Fargo Bank February 2004 - April 2006
Self Employed January 2001 - January 2004
Life Fitness October 1999 - January 2001
Federal Signal Environmental Products Group July 1998 - October 1999
Goda Advertising 1992 - 1994
Skills
Marketing Communications, Integrated Marketing, Trade Show & Event..., Branding, Direct Marketing, Budget Managment, Product Marketing, Web Strategy Development, Copywriting, Advertising, Marketing Strategy, Marketing, Social Media Marketing, Budgets, Cross-functional Team..., Market Research, B2B, Email Marketing, Event Management, Business Strategy, Public Relations, Trade Shows, Digital Marketing, Sales, New Business Development, Web Strategy, Marketing Management, B2B Marketing, Strategic Communications, Internal Communications, Corporate Communications, Leadership
Education
Roosevelt University
MBA, Marketing
Northern Illinois University
Bachelor of Science (B.S.), Communications
Wells Fargo June 2014 - Present
Wells Fargo July 2013 - Present
Wells Fargo December 2011 - July 2013
Wells Fargo Bank October 2010 - January 2012
Wells Fargo Bank May 2010 - October 2010
Wells Fargo Bank October 2006 - December 2006
Wells Fargo Bank September 2003 - December 2004
Wells Fargo Bank May 2001 - September 2003
ACS, Inc July 2000 - May 2001
Skills
Risk Assessment, Enterprise Risk..., Operational Risk..., Information Security..., Information Security..., Information Security, Requirements Analysis, Disaster Recovery, Vendor Management, Security, Business Continuity, Operational Risk, Project Management, Business Continuity..., Computer Security, Policy, Process Improvement, SharePoint, IT Strategy, Risk Management, Governance, Change Management, Consulting
Education
Northern State University 1994 — 2000
BA and BS, Psychology and Sociology/Human Services
Northern State University 1994 — 2000
Bachelor of Arts, Sociology/Human Services
Wells Fargo bank July 2013 - Present
Fairfax County Public School August 2012 - Present
Table Talk August 2007 - April 2013
Skills
Close Attention to..., Entrepreneurship, Customer Service, Translation, Accounts Payable, Accounts Receivable, Management, Marketing Communications, Written & Oral..., PowerPoint
Education
Goodwill Career training Center 2013 — 2013
Certificate
Northern Virginia Community College 2011 — 2013
Certificate, Entrepreneurship/Entrepreneurial Studies
Wells Fargo May 2014 - Present
Wells Fargo Bank October 2009 - May 2014
Wells Fargo Bank February 2007 - October 2009
Wells Fargo Bank September 2006 - February 2007
Wells Fargo Bank May 2005 - September 2006
Skills
Training Delivery, Retail Banking, Call Center Development, Training, Sales, Coaching, Team Building, Employee Training
Education
Northern Arizona University
Biology and Business
Xavier College Preparatory
Camouflaj game studio 2011 - Present
University of Puget Sound 2009 - Present
Matthews Consulting 2006 - Present
University of Puget Sound January 2005 - August 2012
University of Puget Sound 2004 - 2009
University of Puget Sound 2000 - 2004
University of Kentucky 1998 - 2000
American Bankers Association 1994 - 1995
Kennelly Mortgage & Investment 1992 - 1995
Wells Fargo Bank 1987 - 1992
Skills
Leadership, Public Speaking, Teaching, Student Affairs, Research, Fundraising, Higher Education
Education
University of Kentucky 1995 — 2000
PhD, History
University of Nevada-Las Vegas 1990 — 1995
MA, History
University of Nevada-Las Vegas 1987 — 1990
MBA, Business
Northern Arizona University, College of Business Administration 1983 — 1987
BS, Finance
BBVA Compass February 2011 - Present
Wells Fargo Bank January 2001 - February 2011
Wells Fargo Bank January 1997 - January 2001
Citibank/Norwest/WF November 1990 - January 1997
Skills
Banking, Credit, Commercial Banking, Loans, Branch Banking, Mortgage Lending, Credit Analysis, Commercial Lending, Retail Banking, Portfolio Management, Loan Origination, Deposits, Treasury Management, Cross Selling, Consumer Lending
Education
Pacific Coast Banking School 2003 — 2005
Graduate, Masters Level Banking School
Northern Arizona University 1983 — 1987
Bachelor of Science, Computer Science
Columbia Credit Union July 2011 - Present
jyp copy + design May 2007 - July 2011
Arizona State Credit Union September 2007 - August 2010
Wells Fargo Bank January 2007 - May 2007
Skills
Integrated Marketing, Marketing Strategy, Strategic Communications, Advertising, Marketing, Public Relations, Corporate Communications, Project Management, Team Leadership, Marketing Communications, Email Marketing, Social Media Marketing, Direct Marketing, Social Media, Event Planning, Banking, Event Management, Copywriting, Digital Marketing, Strategic Planning
Education
Northern Arizona University
Bachelors of Science
Northern Arizona University
Bachelors of Science
VAST January 2008 - Present
Wells Fargo Bank May 2005 - November 2007
Skills
Health Insurance, Liability, Fixed Annuities, Insurance, Life Insurance, Disability Insurance, Long-term Care, Healthcare, Medicare, Commercial Insurance, Workers Compensation, Risk Management, Property & Casualty..., Underwriting, Employee Benefits, General Insurance, Professional Liability, Legal Liability, Financial Risk, Claims Management, Commercial Lines, Claim, Brokers, Term Life Insurance
Education
Northern Michigan University 2003 — 2007
Bachelor of Science, Business Management
EHMediaEnterprises.com Media SpecialistEHMediaEnterprises.comFebruary 2010 - Present
Blend Commercial November 2007 - August 2009
Bayview Financial May 2005 - November 2007
Bank of America Commercial May 2001 - May 2003
Wells Fargo Bank November 1997 - February 2002
Education
University of California, Irvine 2000 — 2002
Professional, Investment Management
Northern Arizona University 1993 — 1997
BA, Philosophy
Junction 95 LLC June 2014 - Present
Peninsula Fiber Network LLC January 2013 - November 2014
Fifth Third Bank August 2006 - May 2012
Wells Fargo Bank August 2001 - June 2006
Wells Fargo Bank January 2001 - January 2003
Marquette, Negaunee, Gwinn ISD May 2000 - January 2001
Lake Linden Hubbell Schools August 1998 - May 2000
Skills
Management, Call Center, Options, Research, Banking, Credit, Loans, Commercial Banking, Finance, Underwriting, Financial Analysis, Credit Analysis, Cash Management, Financial Modeling, Customer Service, Leadership, CRM, Treasury Management, Analysis, Portfolio Management, Cross Selling, Training
Education
Northern Michigan University 1993 — 1997
BS, English; Secondary Education
NIA Consulting January 2009 - Present
Sixth Gear Solutions Corp April 2008 - October 2008
Sovereign Bank July 2006 - February 2008
Wells Fargo Bank May 1999 - July 2006
Education
Northern Arizona University 2007 — 2009
B.A. Enterprise in Society, Business
Wells Fargo Bank September 1999 - Present
Barnett Banks March 1991 - October 1998
Skills
Consultancy, Appraisal, MAI, Appraisals, Valuation, Market Analysis, Financial Analysis, Real Estate, Property Management, Investments, Real Estate Economics, Loan Origination, Investment Properties, Mortgage Lending, Financial Modeling, Credit, Commercial Real Estate, Asset Management, Finance, Real Estate Development, Credit Analysis, Portfolio Management, Commercial Lending, Loans, Underwriting, Brokerage, Leases, Due Diligence, Disposition, Real Estate Financing, Location Intelligence, Real Estate Transactions
Education
Northern Illinois University - College of Business 1967 — 1971
Bachelor of Science, Business Administration (Finance)
Mendel High School 1963 — 1967
DENSO September 2013 - Present
Tata Technologies March 2011 - September 2013
Wells Fargo Bank April 2010 - March 2011
Skills
Selling, Direct Sales, Customer Service, Salesforce.com, Solution Selling, Management, Program Management, B2B, Training, Account Management, CRM, Customer Satisfaction, Sales Operations, Business Development, Sales Process, Sales, Product Development
Education
Northern Michigan University 2005 — 2009
Marketing, English
Wells Fargo Bank February 2010 - Present
FedEx Services August 2005 - April 2009
FedEx Services February 2002 - August 2005
FedEx Services December 1999 - February 2002
Checks Unlimited August 1997 - May 1999
Checks Unlimited September 1995 - August 1997
Checks Unlimited June 1992 - September 1995
Checks Unlimited October 1987 - June 1992
Skills
Integration, SDLC, Requirements Analysis, Business Analysis, Program Management, Cross-functional Team..., XML, Project Management, Databases, Testing, Project Planning, Analysis, Software Development, Waterfall, Enterprise Architecture, Disaster Recovery, CRM
Education
Northern Arizona University 1981 — 1985
BSBA, Computer Information Systems
MERI, Inc January 2015 - Present
Lisa Clark Communications, LLC November 2012 - Present
U.S. Bank May 1997 - November 2012
British Rail September 1992 - May 1995
Nationwide Building Society, England April 1991 - May 1992
Wells Fargo Bank September 1988 - December 1990
Financial Shares October 1985 - August 1988
Skills
Public Relations, Internal Communications, Marketing Communications, Corporate Communications, Social Media, Banking, Strategic Communications, Media Relations, Marketing, Event Planning, Press Releases, Relationship Management, Editing, Event Management, Strategic Planning, Newsletters, Public Speaking, Publicity, Budgets, Copywriting, Interviews, Research, Sales, Social Networking, Community Development, Fundraising, Social Media Marketing
Education
Northern Illinois University 1980 — 1984
Bachelor of Arts (B.A.), Public Relations
Wells Fargo Bank July 2000 - Present
Education
Northern State University 1996 — 2000
Bachelor of Science
Wells Fargo Bank September 2010 - Present
Wells Fargo Financial July 2005 - September 2010
Target Corporation July 2001 - May 2005
Skills
Applicant Tracking..., Training, Recruiting, Sales, Management, Coaching, Interviews, Sourcing, Relationship Manager, Community Outreach, College Recruiting, Branch Management, Employment Law, Telephone Interviewing, Interviewing Skills, Building Long-term..., Team Management, Interview Preparation, Conducting Interviews, Communication Skills, Connecting People, Building High..., Job Coaching, World Class Customer..., Leadership Development, Banking, Mortgage Lending, Presentations, Leadership, Loans
Education
Northern Arizona University 2000 — 2005
BSBA, BUSINESS MANAGEMENT
Conney Safety Products, a division of WESCO Distribution, Inc. March 2015 - Present
Conney Safety Products, a division of WESCO Distribution, Inc. September 2013 - March 2015
Wells Fargo Bank September 2011 - July 2013
Wells Fargo Bank August 2010 - September 2011
Remington Software 2007 - September 2010
Human Resources Northern Michigan University January 2010 - July 2010
Skills
Customer Service, Investments, Recruiting, Business Analysis, Mutual Funds, Direct Sales, Business Development, Data Analysis, Sales, Strategy, Sales Operations, Marketing, Cold Calling, Leadership, Team Building, Microsoft Office, B2B, Contract Negotiation, Sales Process, Public Speaking
Education
Northern Michigan University 2006 — 2010
Bachelor's degree, Finance
2006, Northville High School 2001 — 2006
General studies, General
Wells Fargo November 2014 - Present
SunTrust Bank May 2013 - November 2014
Wells Fargo Bank October 2011 - May 2013
Dacotah Bank July 2010 - October 2011
Wells Fargo Home Mortgage April 2008 - July 2010
Wells Fargo Financial April 2005 - April 2008
Skills
Credit Analysis, Credit, Mortgage Lending, Refinance, Consumer Lending, Small Business Banking, Sales Management, Retail Banking, Mortgage Underwriting, Branch Banking, Customer Service, Financial Services, Customer Satisfaction, Sales, Small Business, Small Business Lending, Loans
Education
Northern State University 2000 — 2005
B.S., Finance/Economics/Management
Diva Professionals Total Beauty May 2015 - Present
MCRS Property Management October 2013 - Present
NE Moves Mortgage, LLC June 2013 - July 2014
NMTW Credit Union October 2011 - June 2013
Wells Fargo Bank November 2010 - October 2011
Pentucket Bank February 1988 - September 2010
Skills
Refinance, Investments, Loans, Commercial Lending, Mortgage Banking, Banking, Credit Analysis, VA loans, Insurance, Mortgage Lending, Sales Management, First Time Home Buyers, Budgets, Consumer Lending, Fundraising, Loan Origination, Underwriting, Small Business Lending, Commercial Banking, Mortgage Underwriting, Account Management, Cold Calling, New Home Sales, Real Estate Transactions, FHA, Wealth Management, Condos, Relocation, FHA financing, New Business Development, Process Improvement, Team Building, Government Loans, Mutual Funds, Residential Mortgages, Residential Homes, Credit, Investment Properties, Sales, Finance, Public Speaking, Financial Analysis, Strategic Planning
Education
Haverhill High School 1985 — 1989
Graduate
Northern Essex Community College
Consumer Lending Certificate
University of Massachusetts at Lowell
Commercial Lending Certificate
Wells Fargo November 2012 - Present
Wells Fargo Bank December 2010 - October 2012
Chase September 2008 - December 2010
KeyBank May 2005 - August 2008
Skills
MBA, Sales, Business Development, Treasury Management, Small Business Lending, Banking, Commercial Lending, Team Building, Credit, Financial Analysis, Loans, Lines Of Credit, Leadership, Process Improvement, Microsoft Office, Coaching
Education
Northwest Christian University 2012 — 2013
Master of Business Administration (MBA)
Northwest Christian College 2001 — 2005
Bachelors, Business Administration: Accounting Concentration and Psychology Minor
St. Anthony Catholic School August 2012 - Present
Hunt Scout LLC January 2001 - Present
St. Anthony School August 2007 - May 2012
Factor II June 2010 - August 2011
Mountain Country Mortgage May 2003 - June 2007
Cibecue Community School June 2001 - June 2003
Wells Fargo Bank August 1998 - May 2001
Skills
Teaching
Education
Northern Arizona University 2011 — 2013
Master of Educational Leadership, Educational Leadership and Administration, General
University of Arizona 1988 — 1994
BS, Wildlife & Fisheries Science
Private at Home Health Care 2010 - 2010
Office Max 2009 - 2010
Wells Fargo Bank December 2008 - October 2009
Flagstaff Sun Center October 2008 - April 2009
Chef Charles 2001 - 2006
Skills
Leadership
Education
Northern Arizona University 2005 — 2009
B.S, Sociology
Elk Rapids High School 2001 — 2005
Honors
Vanguard May 2012 - Present
Meridian Bank March 2008 - August 2008
Wells Fargo Bank September 2005 - September 2007
Lasalle Bank 1997 - 2005
Skills
Manage Client..., Investments, General Securities..., Portfolio Management, Investment Strategies, Customer Experience..., Series 7, Series 63, Customer Service..., Customer Solutions, Financial Modeling, Sales Management, Financial Accounting, Financial Analysis, Treasury & Cash..., Business Development, Credit Manager, Competitive & Market..., Ability to Manage, Management Consulting, Cash Flow Management, Risk Management, Social media, Real Estate Financing, Financial Management, Hospitality, Hospitality Management, Commercial Lending, Sales, Financial Services, Banking, Loans, Finance, Time Management, Credit, Cash Management, Mortgage Lending, Credit Analysis, Social Media, CRM, Customer Service, Management, Leadership, Commercial Banking, Relationship Management
Education
Northern Illinois University - College of Business 1994 — 1997
Bachelors of Science, Finance
University of Illinois at Urbana-Champaign 1993 — 1994
General Business
Le Cordon Bleu College of Culinary Arts 2010 — 2011
Associate of Occupational Studies, Hospitality and Restaurant Management
Wells Fargo September 2014 - Present
Wells Fargo October 2012 - September 2014
Wells Fargo Bank September 2009 - October 2012
Wells Fargo Bank June 2007 - September 2009
Wells Fargo August 2005 - June 2007
Wells Fargo Bank November 2003 - July 2005
Wells Fargo May 2001 - October 2003
Skills
Banking, Financial Services, Project Management, Visio, Operations Management, Change Management, Small Business Lending, Operational Risk..., Team Leadership, Business Analysis, Process Improvement, Lines Of Credit, Business Continuity..., Records Management, Information Security..., Integration, Document Imaging, MS Project, Budgets, Business Process, Credit, Leadership, Portfolio Management, Risk Management, Strategy
Education
Northern Arizona University 2014 — 2016
Masters of Education, Human Relations
University of Phoenix 2011 — 2014
Bachelor of Science, Psychology
Wells Fargo Bank November 1997 - August 2001
State of Arizona July 1992 - November 1997
Hub Distributing, Inc DBA Miller's Outpost November 1990 - February 1992
Dun & Bradstreet July 1987 - August 1990
Dillard's Inc. July 1986 - July 1987
Hub Distributing, Inc. DBA Miller's Outpost June 1981 - May 1986
Skills
Business Analysis
Education
Northern Arizona University 1980 — 1986
Bachelor of Business Administration (B.B.A.), Marketing
Alldredge Fee-Only Wealth Management November 2013 - Present
Candlelight Sports Club September 2011 - Present
The Vanguard Group November 2009 - November 2013
Wells Fargo Bank November 2008 - November 2009
Ameriprise Financial October 2007 - February 2008
Skills
Retirement Planning, Financial Advisory, Investments, Finance, Asset Management, Mutual Funds, Financial Services, Business Development, Credit, Mortgage Lending, Banking, Public Speaking, New Business Development, Leadership, Retirement, Wealth Management, Portfolio Management, Financial Planning
Education
Northern Arizona University 2004 — 2008
BSBA-Finance, Finance
Race Family Fitness February 2015 - Present
Stewart Title June 2011 - January 2012
Wells Fargo Bank 2006 - 2011
Skills
Jewelry, Customer Service, Marketing, Fashion, Social Networking, Team Building, Selling, Sales, Leadership, Fundraising, Training, Coaching, Retail, Social Media Marketing, New Business Development, Marketing Strategy, Event Planning, Online Marketing, Advertising, Social Media, Online Advertising, Leadership Development, Microsoft Word, Sales Management, Business Development, Time Management, Small Business, Cold Calling, Customer Satisfaction, Entrepreneurship, Direct Sales, Marketing Communications, Email Marketing, Nonprofits, Organizational..., B2B, Microsoft Office
Education
Northern Arizona University 2002 — 2005
bachelor, education
Dezert Gate Systems LLC July 2010 - Present
Fluidic Energy August 2012 - May 2014
Credit Union West October 2006 - March 2011
Wells Fargo Bank September 2005 - August 2006
Skills
Sales Operations, Finance, Sales Management, Branch Banking, Organizational..., Building Maintenance, Loan Origination, Underwriting, Credit Unions, Credit Scoring, Compliance, Business Planning, Small Business, Administrative..., Supply Chain Management, Marketing, Subcontracting, Banking, Budgets, Customer Service, Microsoft Excel, Negotiation, Project Management, Public Speaking, Sales, Small Business Lending, Strategic Planning, Team Building
Education
Northern Arizona University 2002 — 2004
Registered Nursing/Registered Nurse
Wells Fargo August 2014 - Present
Wells Fargo Bank January 2011 - August 2014
Branch Banking and Trust April 2008 - January 2011
Bank of America March 2006 - April 2008
Skills
Sales, Customer Service, Compliance, Branch Operation, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Internet, Office Equipment, Cash Management, Teller Operations, Retail Banking, Internet Banking, Loans, Cross Selling, Customer Satisfaction, Leadership, Deposits, Credit Cards, Branch Banking, Customer Retention, Lines Of Credit, Consumer Lending, Small Business Lending, Home Equity Loans, Payments, Mortgage Lending
Education
Northern Virginia Community College 2002 — 2003
Colegio Maria Inmaculada , Bogota, Colombia 1998 — 2001
Private Bio Medical Technology Company July 2014 - Present
United Blood Services November 2011 - Present
Wells Fargo Bank November 2010 - November 2011
Barker Educational Services Team March 2010 - October 2010
Painted With Oil July 2007 - October 2008
Norwalk Furniture & Design October 2006 - April 2007
Robb & Stucky July 2003 - July 2006
Macy's/Estee Lauder March 1997 - February 2003
Skills
Interior Architecture, Salesforce.com, Furniture, Higher Education, Social Networking, Custom Furniture, Customer Service, Interior Design, Sales, Social Media
Education
Northern Arizona University 1998 — 2003
Bachelor's of Science, Interior Design
Springleaf Financial Services September 2014 - December 2014
Globe Education Network January 2013 - July 2014
Ashford University August 2011 - July 2012
Fidelity National Information Services January 2011 - August 2011
Wells Fargo Bank January 2003 - January 2011
South Dakota Department of Social Services January 2000 - January 2001
Skills
Account Management, CRM, Customer Service, Sales, Solution Selling, Management, Sales Process, Salesforce.com, Time Management, Leadership, Marketing Strategy, Leadership Development
Education
South Dakota State University 2001 — 2002
Counselor Education/School Counseling and Guidance Services
Northern State University 1992 — 1997
B.S., Sociology
Wells Fargo Bank December 2011 - Present
Wells Fargo Bank June 2009 - June 2011
Edward Jones 2007 - 2008
Skills
Credit, Banking, Loans, Retail Banking, Consumer Lending, Credit Analysis, Mortgage Lending
Education
Northern Arizona University 2001 — 2006
Bachelors, Political Science, Business
Office of the Comptroller of the Currency January 2015 - Present
John Demay Real Estate September 2014 - December 2014
RE/MAX 1st Realty, Marquette, MI August 2012 - August 2014
River Valley Bank November 2010 - August 2012
Wells Fargo Bank March 2010 - November 2010
Wells Fargo Bank December 2007 - March 2010
Six Flags Great America May 2007 - October 2007
Skills
Oral & Written..., Sales, Innovation, Creativity, Customer Service, Reliability, Adaptability, Retail Banking, Team-oriented, Microsoft Office, Computer Proficiency, QuickBooks, Organized Multi-tasker, Event Planning, Supervisory Experience, Finance, Statistics, Real Estate, Real Estate Transactions, First Time Home Buyers, Buyer Representation, Buyer's Agent, Seller Representation, First Time Home Sellers, Senior Relocation, Senior Real Estate, Investment Properties, Residential Homes, Commercial Real Estate, Vacant Land Sales, Second Home, Selling, Relocation, Mortgage Banking, Refinance, Vacation Homes, Referrals, Investors, Single Family Homes, Foreclosures, Sellers, Real Property, Buyers, New Home Sales, Listings, Property, REO, Construction Loans, FHA financing, Loan Origination
Education
Northern Michigan University 2004 — 2009
Bachelor of Science, Finance
SD Department of Social Services March 2004 - January 2015
Wells Fargo Bank September 2000 - November 2001
Shopko, Inc January 2000 - August 2000
Skills
Benefits Administration, Training, Public Speaking, Time Management, Interviewing Skills, Written Communication, Relationship Building, Team Building, Leadership, Interviews, Strategic Planning, Human Resources, Employee Benefits, Program Management
Education
Northern State University
Bachelor's Degree, Sociology
Wells Fargo Bank June 1998 - Present
Wachovia Bank May 2005 - June 2006
First Union / Wachovia Bank June 1998 - May 2005
Barnett Bank May 1997 - June 1998
London Life November 1995 - April 1997
Skills
Small Business Lending, Credit Analysis, Loans, Banking, Leadership, Finance, Lines Of Credit, Cash Management, New Business Development, Commercial Lending, Management, Small Business, Commercial Banking, Customer Service, Financial Services
Education
Northern Alberta Institute of Technology 1993 — 1995
Finance, Business Administration
CIGNA Healthcare January 2013 - Present
Wells Fargo Bank July 2010 - August 2012
independent contractor January 2009 - September 2011
City Of Scottsdale October 2001 - October 2008
Entranco December 2000 - October 2001
Skills
GIS, laser scanning, Land surveying, Trimble GPS, Trimble GPSnet, Scene, Leica Cyclone, Bentley Microstation, Eaglepoint, CSS, Banking, Boundary, Legal Descriptions, FDR, Project Management, Surveying, Laser Scanning, Management, Project Planning, Human Resources, Analysis, ArcGIS, Policy
Education
Northern Arizona University 1989 — 1993
BS, Forestry
peoria high scool
Wells Fargo November 2012 - Present
Wells Fargo Bank August 2005 - November 2012
Wells Fargo Bank July 2002 - August 2005
Skills
Banking, Residential Mortgages, Basel II, Commercial Banking, Credit Risk, Small Business Lending, Underwriting, Vendor Management, Risk Management, Mortgage Lending, Mergers, Cash Management, Mortgage Banking, Portfolio Management, Investments, Loans, Credit Analysis, Financial Analysis, Business Analysis, Commercial Lending, Operational Risk, Financial Risk, Lines Of Credit, Loan Origination, Credit, Wealth Management, Process Improvement, Construction Loans, Cross Selling, AML, Executive Management, Commercial Mortgages, Securities, SDLC, Operational Risk..., Asset Based Lending, Mergers & Acquisitions, Finance, Mutual Funds, Financial Services, Treasury Management, Bonds, Relationship Management, Private Banking, Credit Cards, Consumer Lending, Internet Banking, Retail Banking, Loss Mitigation, Loan Servicing
Education
Northern Michigan University 1990 — 1993
Early Childhood Education and Teaching
GlobalFluency August 2014 - Present
Freelance Graphic Designer February 2012 - Present
Form Fitness May 2013 - May 2014
Lisa DeNeffe Photography August 2012 - April 2013
Northern Michigan University August 2011 - December 2011
Wells Fargo Bank June 2011 - November 2011
CPI Corp. 2009 - June 2011
Skills
Illustrator, InDesign, Photoshop, Dreamweaver, Flash, After Effects, HTML, CSS, Photography, Adobe Creative Suite, Mac, Layout, Graphic Design, Digital Photography, Web Design, Typography, Logo Design, Brochures, Posters, Advertising, Graphics, Brand Development, Social Media Marketing, Social Media, Editing, Image Manipulation
Education
Northern Michigan University 2006 — 2012
BFA, Graphic Communication
Silicon Valley Bank February 2015 - Present
Silicon Valley Bank September 2013 - February 2015
Silicon Valley Bank December 2010 - September 2013
Wells Fargo July 2010 - December 2010
Wells Fargo Bank March 2010 - July 2010
Wells Fargo Bank January 2007 - March 2010
Wells Fargo December 2004 - December 2006
U.S. FOREST SERVICE May 2002 - October 2004
Skills
New Business Development, Credit Analysis, Horror Movie Watching, Credit, Banking, Finance, Relationship Management, Financial Modeling, Venture Capital, Loans, Commercial Banking
Education
Northern Arizona University 1999 — 2003
Advertising
Brandon All Stars - East May 2014 - Present
Day Care Teacher (Infants) April 2014 - Present
Champion Athletic Center April 2012 - Present
Currently Unemployed Looking for New Opportunities October 2011 - Present
Wells Fargo Bank February 1999 - October 2011
Manpower Office Professionals April 1995 - February 1999
Unisys September 1985 - September 1993
Skills
Office Manager, Administrative..., Childcare, MS Office Suite, Microsoft Word, Microsoft Excel, iClassPro Management..., Human Resources, Customer Service, Payroll, Finance, Management, Loans, Credit, Outlook
Education
Valencia Community College 2003 — 2006
AA, General Studies, Business Administration
Northern Virginia Community College 1981 — 1983
Business Administration
First National Bank & Trust Co October 2011 - Present
First National Bank & Trust Co January 2010 - October 2011
Wells Fargo Bank July 2000 - January 2010
MFC First National Bank July 1980 - July 2000
Education
Northern Michigan University 1974 — 1978
Bachelor's degree, Marketing/Marketing Management, General
Flushing 1970 — 1974
Graduation, College prep
Leslie Public School System August 2015 - Present
Spring Arbor University January 2010 - August 2015
Peninsula Federal Credit Union April 2002 - September 2009
Wells Fargo Bank January 2000 - April 2002
Skills
Public Speaking, Planned Giving, Microsoft Word, PowerPoint, Event Planning, Social Media, Higher Education, Newsletters, Customer Service, Fundraising, Leadership, Strategic Planning
Education
Northern Michigan University 1987 — 1991
Computer Information Systems, Business
Kingsford High School
Wells Fargo Bank September 2013 - Present
Bank Administration Institute BAI September 2013 - October 2013
NCR Corporation June 2012 - July 2013
American Electric Power July 2011 - May 2012
Northwoods Consulting Partners September 2010 - April 2011
Keane, an NTT DATA company May 2006 - September 2010
State Farm Insurance May 2006 - December 2009
American Society for Quality 2006 - 2008
TechnoMedic, INC November 2004 - May 2006
Motorola May 2000 - September 2003
Skills
Agile Project Management, Quality Management, Languages, Scrum, PMP, Business Management, TL9000, Agile, CMMI, Process Engineering, ITIL, Six Sigma, Software Project..., SDLC, PMBOK, MS Project, Quality Assurance, PMO, Waterfall, Business Analysis, Requirements Analysis, Project Portfolio..., Software Development, Process Improvement, Business Process..., Process Development, Requirements Management, Visio, Release Management, Cross-functional Team..., Metrics, Business Process, Product Management, Application Development, Requirements Gathering, SharePoint, Agile Methodologies, Change Management, Management, Process Simulation, Business Requirements, Project Management, Resource Management, Enterprise Software, Integration, Project Planning, Software Quality..., IT Strategy, Vendor Management, Analysis
Education
Northern Illinois University 1999 — 2001
Master of Operations Management & Information Systems, Management Information Systems
Northern Illinois University 1999 — 2001
Master of Operations Management & Information Systems, Management Information Systems, General
Wells Fargo Bank December 2007 - Present
AMCORE Bank January 2004 - December 2007
Fifth Third Bank January 2000 - January 2004
Skills
Commercial Lending, Mergers & Acquisitions, Banking, Commercial Banking, Loans, Risk Management, Finance, Financial Structuring, Fixed Income, Sales, Middle Market
Education
Northern Illinois University 1988 — 1992
Bachelor of Science (B.S.), Economics
TF South High School
General Studies
Prescott High School July 2006 - Present
Yavapai College January 2000 - May 2014
Prescott Pines Realty March 1999 - August 2005
Wells Fargo Bank 1997 - 1999
Union Bank 1987 - 1993
Bank of America 1983 - 1987
Skills
Classroom, Adult Education, Student Engagement, Staff Development, Instructional Design, College Teaching, Management, Student Development, Tutoring, Courses, Student Affairs, Literacy, Teacher Training, Curriculum Development, Curriculum Mapping, Microsoft Office, Public Speaking, Business Ethics, Marketing, Curriculum Design, Google Apps, Technology Integration, Financial Analysis, Conflict Resolution, Economics, Resume Writing, Interviewing Skills, Team Leadership, Social Media Marketing, Team Building, Team Management, Organization Skills, Business Writing, Email Etiquette, Positive Youth..., Positive Work..., Fundraising, Budget Management, Department Budgeting, Organizational..., Reporting & Analysis, Strategic Planning, Event Planning, Event Management
Education
Northern Arizona University 2006 — 2008
Master of Education (M.Ed.), Secondary Education with a Business Emphasis, 4.0
Northern Arizona University 2004 — 2006
Bachelor of Science in Education, Elementary Education and Teaching, 4.0
University of California, Los Angeles 1978 — 1983
Bachelor of Arts (BA), Business/Economics
WELLS FARGO BANK December 2007 - Present
Education
Northern Arizona University 1999 — 2004
BSBA
Wells Fargo Bank May 2004 - Present
Skills
Program Management, SDLC, Business Analysis, Vendor Management, SharePoint, Disaster Recovery
Education
Northern Arizona University 1987 — 1991
CVS Caremark Corporation February 2014 - Present
Second Opinion Learning January 2007 - Present
CVS Caremark Corporation February 2012 - February 2014
Element K June 2011 - January 2012
Endurance International Group February 2009 - November 2010
Wells Fargo Bank March 2007 - June 2008
Intel Corporation November 1979 - September 2006
U. S. Reduction Co. June 1974 - May 1979
Skills
Needs Analysis, Instructor-led Training, Performance Analysis, Job Aids, Program Evaluation, Instructional Design, Blended Learning, Training Delivery, E-learning, Adult Education, Leadership Development, Coaching, Organizational..., Learning Management, Technical Writing, Performance Management, Team Building, Mentoring, Process Improvement, Talent Management, Team Leadership, Performance Improvement, Staff Development, Curriculum Design, Onboarding, Organizational..., Captivate, Change Management, Technical Training, Interviewing, Organizational Change, Employee Engagement, Program Management, Problem Solving, ADDIE, Team Management, Online Training, Career Development, Curriculum Development, Executive Coaching, PowerPoint, Human Performance, Job Analysis, Learning Solutions, Performance Consulting, E-learning Development, Distance Learning, Web-based Training, Training Skills, Blended Learning...
Education
University of Phoenix 1994 — 1996
MAEd
Northern Illinois University 1970 — 1974
BA
KeyBank Real Estate Capital September 2013 - Present
Wells Fargo Bank 2003 - September 2013
Precept Corporation 2000 - 2003
Normura Asset Capital / Capital America 1996 - 2000
Smith Barney 1993 - 1996
Skills
CMBS, Real Estate Economics, Loans, Investment Properties, Commercial Mortgages, Investments, Commercial Real Estate, Underwriting, Mortgage Lending, Finance, Securitization, Financial Structuring, Loan Origination, Asset Management, Real Estate Financing, Structured Finance, Portfolio Management, Commercial Lending, Brokerage, Credit Analysis, Valuation, Mortgage Banking, Credit, Disposition
Education
Northeastern University 1985 — 1989
BA, Finance
WELLS FARGO BANK Finance ManagerB&B Auto Sales IncJanuary 1993 - August 2004
Education
Northern Illinois University 1988 — 1991
Wells Fargo Bank 2011 - Present
Education
Northern Illinois University
Wells Fargo Bank February 2013 - Present
Wells Fargo Bank March 2010 - February 2013
JPMorgan Chase September 2000 - March 2010
J.P. Morgan September 2000 - March 2010
JPMorgan Chase May 2006 - May 2008
JPMorgan Chase April 2004 - May 2006
JPMorgan Chase July 2002 - April 2004
JPMorgan Chase September 2000 - July 2002
Wells Fargo Bank May 1997 - August 2000
Wells Fargo Bank April 1993 - May 1997
Skills
Banking, Financial Risk, Risk Management, Retail Banking, Credit, Credit Risk, Operational Risk, Credit Cards, Process Improvement, Loans, Call Center, Credit Analysis, Operational Risk..., Vendor Management, Commercial Banking, Portfolio Management, Financial Analysis, Underwriting, Operations Management, Management, Budgets, Business Process..., Business Requirements, Call Centers, Change Management, Consumer Lending, Fraud, Leadership, Loss Mitigation, Small Business Lending
Education
Northeastern University 1987 — 1990
Bachelor of Science (B.S.), Business Administration and Management, General
Northeastern University 1987 — 1990
Bachelor of Science (B.S.), Business Administration and Management, General
Northeastern University
Bachelor of Science, Business Administration
Wells Fargo October 2006 - Present
Wells Fargo Bank 2005 - Present
Skills
Applicant Tracking..., Talent Acquisition, Recruiting, Executive Search, Onboarding, Human Resources, Internet Recruiting, College Recruiting, Talent Management, Sourcing, Social Media, Interviews, Screening Resumes, Temporary Placement, Staffing Services, Technical Recruiting, Workforce Planning, Hiring, Contract Recruitment, PeopleSoft, Temporary Staffing, Benefits Negotiation, Screening, Employer Branding, Taleo, Resume Writing, New Hire Orientations, Succession Planning, Job Fairs, Behavioral Interviewing, Deferred Compensation, Employee Relations, HRIS, HR Consulting, Permanent Placement, Employee Benefits, Job Descriptions, Career Development, Performance Management, Personnel Management, Benefits Administration, Recruitment Advertising
Education
Northern Illinois University
Arizona Educational Foundation July 2015 - Present
Wells Fargo Bank March 1997 - Present
HandsOn Greater Phoenix October 2009 - Present
Self-employed January 1997 - March 1997
Wells Fargo Bank May 1994 - December 1996
Circle K 1990 - 1994
Arizona House of Representatives January 1985 - May 1985
Skills
Non-profits, Strategic Planning, Public Speaking, Program Management, Financial Analysis, Process Improvement, Event Planning, Communication, Nonprofits, Budgets, Analysis, Management, Finance, Leadership, Training, Coaching, SharePoint, Risk Management, Change Management, Governance, Banking, Business Process..., Business Analysis, Vendor Management, Project Management, Team Leadership, Strategy
Education
Thunderbird School of Global Management 1987 — 1988
Master of International Management
Northern Arizona University
Bachelor of Science
Wells Fargo Home Mortgage March 2012 - Present
Wells Fargo Home Mortgage December 2008 - March 2012
Accredited Home Lenders fka Bear Stearns March 2008 - July 2008
Spectrum Financial Group July 2006 - July 2007
Expanded Mortgage Credit April 2005 - July 2006
Wells Fargo Bank April 2002 - April 2005
Deer Valley Credit Union April 2000 - March 2002
Skills
Mortgage Lending, Credit, Mortgage Banking, Loans, Loan Origination, FHA, Refinance, Credit Analysis, Banking, Underwriting, Loss Mitigation, Residential Mortgages, Mortgage Underwriting, Consumer Lending, Risk Management, Financial Risk, USDA
Education
Northern Arizona University 1995 — 1996
Vista Consulting Group August 2015 - Present
McCloskey Consulting, LLC 2005 - 2011
The Walt Disney Company 2006 - 2010
Wells Fargo Bank 2003 - 2005
Wells Fargo Foothill February 1999 - February 2003
Wells Fargo Foothill (fka Foothill Capital Corp) 1994 - 1999
Dean Witter Financial Services 1987 - 1988
Skills
Change Management, Strategic Planning, Organizational..., Organizational Design, Mergers, Organizational..., Talent Management, Business Process..., Mergers & Acquisitions, Team Building, Commercial Banking, Management Consulting, Strategy, Leadership, Finance, Executive Coaching, Internal Audit, Executive Management, Start-ups, Acquisition Integration, Entrepreneurship, Business Development, Cross-functional Team..., Program Management, Business Strategy, SaaS, Process Improvement, Strategic Partnerships, Business Analysis, Consulting, Executive Development, Performance Improvement, CRM, Leadership Development, Business Transformation, Culture Change, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2001 — 2003
Master of Science (MS), Organizational Development
Northern Illinois University 1983 — 1987
BS, Finance
John Hersey High School 1979 — 1983
WFB September 2011 - Present
Wells Fargo Bank 2007 - 2009
Skills
Loans, Commercial Lending, Credit, Mortgage Lending
Education
Northern Illinois University 1976 — 1977
Wells Fargo Bank-Wells Fargo At Work May 2014 - Present
Wells Fargo January 2012 - May 2014
Wells Fargo Bank September 2008 - December 2011
Bath & Body Works June 2001 - September 2008
Maurices January 1996 - June 2001
Wal-Mart September 1993 - December 1995
Skills
Attention To Detail, Training Skills, Metrics Analysis, Customer Service, Coaching, Interviewing, Performance Management, Hiring, Mentoring, Strategic Planning, Budgeting, Public Speaking, Customer Relations, Merchandising, Problem Solving, Scheduling, Leadership Development, Employee Relations, Sales Management, Training, Talent Management, Retail, Human Resources, Leadership, Management, Customer Retention, Recruiting, Team Building, Sales
Education
Northern Michigan University 1989 — 1993
Bachelor of Arts, Business Administation- Marketing
Leadership University
Management Certification, Wal-Mart Stores
Wells Fargo 2010 - Present
Wells Fargo Bank 2001 - 2010
BMO Harris Bank 1998 - 2001
BMO Harris Bank 1986 - 1998
CNA Insurance 1978 - 1986
Skills
Cash Management, Treasury Services, Financial Services, Risk Management, Commercial Lending, Portfolio Management, Relationship Management, Loans, Banking, Commercial Banking, Treasury Management, Product Management, Project Manangement, Payments
Education
Northern Illinois University - College of Business
Bachelor of Science, Finance
Cardiovascular Systems, Inc. December 2014 - Present
St. Jude Medical - Cardiovascular and Ablation Technologies Division June 2012 - December 2014
Data Recognition Corporation November 2010 - June 2012
Wells Fargo Bank August 2010 - November 2010
Wells Fargo Securities January 2001 - May 2010
Wells Fargo Brokerage Services now Wells Fargo Securities April 1998 - December 2000
Skills
Software Testing and..., Requirements Gathering, Research, Customer Collaboration, Quality Assurance, Testing, Quality Center, CRM, Waterfall, Software Quality..., SDLC, Cross-functional Team..., Software Documentation, Business Analysis, Visio, Agile Methodologies, User Acceptance Testing, Test Planning, Software Project..., SharePoint, Requirements Analysis, Business Requirements, HP Quality Center
Education
Northern Illinois University 1982 — 1986
BGS in Psychology, Art Therapy & Psychology
Fidelity Information Services February 2011 - Present
American Express September 2009 - February 2011
Wachovia, A Wells Fargo Company April 2009 - August 2009
American Express July 2008 - January 2009
JPMorgan Chase September 2004 - July 2008
Toyota Financial Services April 2002 - September 2004
Toyota Financial Services April 2002 - September 2004
Cunningham Technology Group November 2000 - January 2001
Wells Fargo Bank January 1999 - July 2000
Norwest Bank September 1996 - December 1998
Skills
Business Analysis, Software Documentation, Business Process, Testing, Business Requirements, Project Management, Banking, Team Leadership, Management, Access, Test Planning, Analysis, Regression Testing, Manual Testing
Education
Northern Arizona University, College of Business Administration 1978 — 1984
BSBA, Computer Science, minor Accounting
Wells Fargo Bank November 2003 - Present
National Bank of Arizona November 1999 - April 2003
Pacific Century Bank 1996 - 1999
Skills
Program Management, SDLC, Strategic Planning, Mentoring, Integration, Project Portfolio..., MS Project, Project Planning, Visio, Business Analysis, Management, Software Documentation, Vendor Management, Business Process..., Software Project..., Risk Management, PMP, Process Improvement, Project Management, Requirements Analysis, PMO, Business Requirements, Resource Management, Business Process
Education
Northern Arizona University 1992 — 1995
Bachelor of Applied Science (B.A.Sc.), Broadcast Management
Pangrafiki Copy & Stationary Shop 2008 - 2014
Arizona Regional Multiple Listing Service, Inc. (ARMLS) May 2006 - July 2007
Wells Fargo Bank October 2005 - May 2006
Wells Fargo Bank April 2001 - October 2005
Bank Mutual 1997 - 2000
Skills
Banking, ACH, Risk Management, Project Management, Customer Service, Project Planning, Policy, Strategic Planning, Team Leadership, Budgets, Management, SDLC, Windows, Loans, Fraud, Mortgage Lending, Team Building, Market Research, Investments, Business Strategy, Accounting, Leadership Development, Credit Cards, Training, Performance Management, Change Management, HTML, Process Improvement, Analysis, Credit, Microsoft Office, Financial Services, Retail Banking, Marketing, Data Analysis, Business Analysis, Operations Management, Security, Time Management, Negotiation, Social Media, Social Media Marketing, Marketing Communications, Relationship Management, Cash Management, Software Documentation, Marketing Strategy, Public Speaking, Contract Negotiation, Networking
Education
Northern Arizona University 2013 — 2015
Bachelor's Degree, Bachelor of Science in Interdisciplinary Studies - Technology Management, GPA 3.6
Rio Salado College 2010 — 2012
Associate's degree, Associate in Applied Science-Computer Technology
Carlson Travel School 1991 — 1991
Travel Agent Certificate, Travel
University of Minnesota-Twin Cities 1989 — 1991
General
Wells Fargo Bank June 2010 - Present
Skills
Loans, Credit, Banking, Small Business Lending, Consumer Lending, Loan Origination, Commercial Lending, Commercial Banking, Retail Banking, Lines Of Credit, Mortgage Banking, Refinance, Wealth Management, Cross Selling
Education
Portland State University 2012 — 2013
Northern Arizona University 2002 — 2007
Bachelor of Arts (B.A.), International Relations and Affairs
HP/CalMed April 2011 - December 2011
HealthNet 2008 - 2009
Wells Fargo Bank July 1989 - July 2008
Education
Northern Illinois University
BS, Electronics Technology
Wells Fargo Bank July 2005 - July 2012
Unisys February 1973 - February 1998
Skills
Vendor Management, Business Analysis, SDLC, Project Management, Process Improvement, Data Warehousing, Banking, Business Requirements, Enterprise Architecture, Visio, Disaster Recovery, SharePoint, SOA, Risk Management, Requirements Gathering, IT Strategy, Information Technology, Project Portfolio..., Business Process..., Cross-functional Team..., Requirements Analysis, IT Management, Leadership
Education
Northern Illinois University 1964 — 1973
Bachelor's degree, Marketing and Accounting
Northern Illinois University 1964 — 1973
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Evanston Township High School 1960 — 1964
High School Diploma
Wells Fargo Bank October 2003 - Present
Self Employed February 1998 - December 2007
Milestone Systems, Inc. 2001 - 2007
Unisys 1973 - 1998
Education
Northern Illinois University 1971 — 1973
PhD, Business Education
Northern Illinois University 1969 — 1971
MBA, Management
Northern Illinois University 1964 — 1969
BS, Marketing, Accounting
Wells Fargo Bank October 2004 - Present
TEKsystems July 2003 - October 2004
Trianz August 2002 - July 2003
Cisco Systems March 2002 - May 2002
Yipes Communications July 2001 - November 2001
NorthPoint Communications September 1999 - December 2000
Intec (formerly ADC Telecommunications, Saville, Saville Systems) April 1999 - August 1999
Intec (formerly ADC Telecommunications, Saville, Saville Systems) August 1998 - March 1999
Intec (formerly ADC Telecommunications, Saville, Saville Systems) December 1995 - July 1998
Skills
Testing, Requirements Gathering, SDLC, Business Analysis, Requirements Analysis, Visio, Software Project..., Business Requirements, Business Process, Data Modeling, Project Management, Systems Analysis, User Acceptance Testing, Analysis, Project Planning, Software Development
Education
Northern Alberta Institute of Technology 1992 — 1994
Technical Diploma, Computer Systems Technology
University of Alberta 1990 — 1992
General Science
Benchmark Elementary and Preschool July 2011 - Present
Wells Fargo Bank July 2007 - November 2010
Wells Fargo Private Mortgage Bank April 2001 - July 2007
Education
Northern Arizona University
Bachelor of Science, Education
Wells Fargo Bank December 2005 - Present
Stratavia September 2005 - December 2005
IBM Global Services June 2001 - September 2005
Skills
DB2, AIX, Data Warehousing, ETL, Data Modeling, SQL Tuning, JCL, Disaster Recovery, Unix, Replication, Oracle, Unix Shell Scripting, SQL, Performance Tuning, HADR, Perl, Ksh, JDBC, High Availability
Education
Northern Arizona University-The W. A. Franke College of Business 1997 — 2001
CIS, Computer Information Systems, Database Minor
Strayer University August 2008 - December 2009
Strayer University August 2008 - December 2009
Carquest Auto PartsGrady Hospital October 2003 - August 2008
Wells Fargo Bank January 2003 - August 2008
AT&T April 2001 - April 2002
Education
Northeastern University
BS, Economics
Northeastern University
Bachelor of Science, Economics
Wells Fargo June 2013 - Present
Wells Fargo Bank 1998 - Present
Wells Fargo 2002 - June 2013
Net-Resources, Inc (USA) 1990 - 1997
First Western Mortgage Company 1989 - 1990
Pathway Financial 1980 - 1988
Skills
Budgeting, Analysis, Team Building, Problem Solving, IT Management, Forecasting, Strategic Planning, Performance Management, Process Improvement, Mentoring, Banking, SDLC, Budgets, Management, Project Management, Leadership, Quality Assurance, Business Process..., Business Analysis, Business Intelligence, Program Management, Risk Management, Change Management, Business Process, Visio, Project Portfolio...
Education
Northern Illinois University
BA, Political Science, Sociology
Wells Fargo Bank 2009 - Present
Wells Fargo Bank 2008 - 2008
Wells Fargo Bank 2004 - 2008
Wells Fargo Bank 2003 - 2004
Wells Fargo Bank 2001 - 2003
Wells Fargo Bank 2000 - 2001
Wells Fargo Bank 1998 - 2000
Education
Northwest Christian University
Bachelor of Arts, Business Administration, Concentration in Communication and Sales
CVS Health July 2014 - Present
CVS Caremark Corporation July 2012 - June 2014
Wells Fargo Bank December 2008 - April 2012
Wells Fargo Advisors December 2008 - April 2012
Skills
Series 7, FINRA, Wealth Management
Education
Northern Arizona University 2000 — 2004
BSBA, Marketing
Hacienda HealthCare July 2013 - Present
Colliers International June 2010 - July 2013
Accounting & Finance Professionals / US Census Bureau March 2010 - May 2010
Govig & Associates 2007 - 2010
Wells Fargo Bank May 2009 - September 2009
NAU, Office of Public Affairs September 2005 - December 2008
Informative Graphics May 2008 - August 2008
Journeys 2005 - 2006
Skills
Photoshop, Dreamweaver, Illustrator, Outlook, Word, PowerPoint, Excel, Adobe Acrobat, Vertical Response, Opera, Vocus, Internet Explorer, Firefox, Microsoft Office, FrontPage, Windows, Brochures, InDesign, Facebook, Adobe Creative Suite, Customer Service, Social Media Marketing, Online Marketing, Email Marketing, Microsoft Excel, Microsoft Word, Branding & Identity, Brand Development, Graphic Design, Marketing, Corporate Branding
Education
Northern Arizona University, College of Business Administration 2005 — 2008
Bachelor of Science in Business Administration
North High School
Diver's Lair November 2010 - Present
Wells Fargo Bank July 2009 - June 2010
Bank of America October 2008 - February 2009
LaSalle Bank December 1997 - October 2008
American Medical Association September 1984 - December 1997
Skills
Treasury Management, Credit Analysis, Commercial Banking, Treasury Services, Cash Management, ACH, Banking, Payments, Internet Banking, Mergers & Acquisitions, Risk Management, Financial Analysis, Accounting, Asset Based Lending, Capital Markets, Corporate Finance, Debit Cards, Due Diligence, Electronic Payments, Executive Management, Finance, Financial Reporting, Merchant Services, Middle Market, Portfolio Management, Relationship Management, Treasury, Working Capital...
Education
Northern Illinois University 1973 — 1977
Bachelors, Accounting
First National Bank and Trust June 2010 - Present
Wells Fargo Bank July 1988 - June 2011
Skills
Banking, Management, Strategic Planning, Loans, Commercial Banking, Leadership Development, Credit, Credit Analysis, Retail Banking, Customer Service, Training, Budgets, Change Management, Financial Analysis, Process Improvement, Public Speaking, Commercial Lending, Portfolio Management, Risk Management, Loan Origination
Education
Northern Michigan University
MBA, Accounting and Finance
University of Wisconsin-Madison
Masters - Public Policy and Administration, Public Finance
QEP Resources, Inc. May 2013 - Present
QEP Energy Company November 2010 - May 2013
Wells Fargo Bank September 2009 - November 2010
Metro Denver Sports Commission June 2008 - June 2009
Denver Bulldogs August 2008 - May 2009
Skills
Energy, Division Orders, Leases, Rights Of Way, Title Opinions, Microsoft Excel, Public Relations, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Public Speaking, Research, Event Planning, Customer Service, Event Management, Advertising
Education
University of Colorado Boulder 2006 — 2009
Bachelors Degree, Communication
Northern Arizona University 2004 — 2006
Hotel and Restaurant Management
Pentair Valves & Controls February 2007 - Present
Tyco Flow Control January 2006 - February 2007
Wells Fargo Bank January 2005 - December 2005
Bornquist / Sandberg Company February 2001 - January 2005
Newark Electronics January 2000 - February 2001
Skills
Six Sigma, Change Management, SAP, Manufacturing, Product Development, Management, Project Management, Lean Manufacturing, 5S, Purchasing, Sales Management, Pricing, Continuous Improvement, Customer Service, Process Improvement, Project Planning, Engineering, Leadership, Sales, MRP, Supply Chain, Supply Chain Management, CRM, Logistics, Valves, Kaizen, Contract Negotiation, Operational Excellence, Quality Management, Operations Management, Business Process, Key Account Management, Procurement, Team Building, New Business Development, Analysis, Cross-functional Team..., Negotiation, Process Engineering, Forecasting, Training, Process Scheduler, International Sales, Product Management, Strategy, Strategic Sourcing
Education
Northern Illinois University
Bachelor of Science, Marketing
Western Illinois University
Master, Business Administration
Eide Bailly LLP August 2014 - Present
Eide Bailly LLP September 2013 - July 2014
Rivers and Moorehead December 2012 - September 2013
McGladrey & Pullen October 2011 - December 2012
McGladrey January 2009 - September 2011
McGladrey & Pullen October 2007 - December 2008
McGladrey & Pullen September 2005 - September 2007
Wells Fargo Bank July 2003 - January 2005
Skills
CPA, Internal Controls, GAAP, US GAAP, Accounting, SEC filings, Financial Reporting, Auditing, Financial Statements, Revenue Recognition, Tax, Sarbanes-Oxley, Sarbanes-Oxley Act, Assurance
Education
Northern Arizona University 2001 — 2005
Bachelor of Science (BS), Accounting
Northern Arizona University-The W. A. Franke College of Business 2001 — 2005
BS in Accountancy, Accounting
Wells Fargo December 2012 - Present
Wells Fargo November 2011 - December 2012
Wells Fargo Bank, N.A. May 2010 - August 2012
Wells Fargo Bank July 2007 - May 2010
Wells Fargo Bank June 2006 - July 2007
KB Toys March 2006 - August 2006
Phi Sigma Kappa August 2004 - August 2005
Skills
Leadership, Management, Recruiting, Sales, Coaching, Customer Service, Employee Training, Banking, Sales Management, Credit, Microsoft Excel, Retail, Finance, Teamwork, Fundraising, Workshop Facilitation, Loan Origination, Retail Banking, Financial Services
Education
Northern Arizona University
Bachelor of Arts, Liberal Studies
Wells Fargo Bank January 2004 - Present
Prescott Area Commercial Real Estate Group 2004 - Present
Skills
Business Loans, Commercial Mortgages, SBA Loans, Lines Of Credit, Commercial Lending, Commercial Banking, Real Estate, SBA 504, Commercial Real Estate, Small Business Lending, Cash Flow Lending, SBA, Investments, Refinance, Real Estate Transactions, Investment Properties, Loan Origination, Mortgage Lending, Real Estate Financing, FHA, Real Estate Economics, Credit, Credit Analysis, Loans, REO, Investors, Brokerage, VA loans, FHA financing
Education
Northern Arizona University 1994 — 1996
Bachelors of Science
Wells Fargo Bank July 2010 - Present
City of Mesa July 1986 - July 2010
Skills
Certified Fraud Examiner
Education
Northern Arizona University
Masters Degree, Education
University of Phoenix
Bachelor of Science, Business Administration
Wells Fargo Bank Private BankerWells Fargo2002 - Present
Skills
Loans, Credit, Wealth Management
Education
Northern Arizona University 1989 — 1993
Bachelor of Business Administration (B.B.A.)
Deloitte September 2009 - Present
Wells Fargo Bank 2005 - 2008
Skills
SEC reporting, US GAAP, SOX, Internal Controls, Audit, Financial Reporting, Accounting, Revenue Recognition, Financial Accounting, Excel, Cash Flow, Sarbanes-Oxley Act, SEC filings, GAAP, External Audit, CPA, Auditing, Big 4, SEC Filings
Education
Northern Arizona University-The W. A. Franke College of Business 2004 — 2008
B.S., Accounting
Seton Catholic
a2c IT Consulting December 2013 - Present
NCR Corporation October 2012 - November 2013
ISO June 2012 - October 2012
Verizon Wireless November 2011 - June 2012
Wells Fargo Bank September 2010 - October 2011
EMERGYS CORPORATION January 2009 - September 2010
Interactive Illinois Report Card(IIRC) February 2008 - December 2008
Mahindra Satyam March 2005 - July 2007
Skills
XML, Web Services, Agile Methodologies, JavaScript, SQL, Java, PL/SQL, Microsoft SQL Server, Oracle, Database Design, User Interface Design, Scrum, Weblogic, Eclipse, Design Patterns, Subversion, Web Development, Object Oriented Design, Performance Tuning, Front End Engineering..., SDLC, Software Development, Software Project..., Component Development, Business Intelligence, Data Warehousing, Data Integration, Reporting & Analysis, Tableau, QlikView, Spotfire, Financial Reporting, Budget Forecasts, Databases, Data Migration, Team Leadership
Education
Northern Illinois University 2007 — 2008
MS, Computer Science
M&F Bancorp, Inc. February 2015 - Present
Greensboro Community Development Fund (CDFI) January 2013 - Present
Accounting Enterprise October 2012 - January 2013
Wells Fargo Bank March 2004 - April 2012
First Citizens Bank 2001 - 2003
US Census Bureau September 1999 - October 2000
Heritage Community Bank 1994 - 1999
Skills
Portfolio Management, Loans, Credit, Credit Risk, Business Planning, Cash Management, Management, Mortgage Lending, Analysis, Banking, Negotiation, Insurance, Customer Service, Credit Analysis, Networking, Commercial Lending, Financial Services, Accounting, Loan Origination, Commercial Banking, Small Business Lending, Executive Management
Education
Northern Illinois University 1987 — 1993
Bachelor's Degree, Economics
Joliet Central Township High School 1984 — 1987
High School Diploma
Wells Fargo January 2014 - Present
Wells Fargo Bank 2004 - January 2014
Wells Fargo Bank 2008 - 2008
Wells Fargo Bank 2002 - 2004
Wells Fargo Investments 1999 - 2002
Skills
Series 7, Credit, Cross Selling, Loans, Investments, Banking, Branch Banking, Retail Banking, Finance, Small Business Lending, Wealth Management, Lines Of Credit, Commercial Lending, Mortgage Lending, Consumer Lending
Education
Northern Arizona University, College of Business Administration 1994 — 1996
Finance
Grosse Pointe South 1988 — 1991
Wells Fargo November 2011 - Present
Wells Fargo Bank February 2006 - November 2011
Kimpton Hotels & Restaurants March 1997 - December 2005
Education
Northern Arizona University 1990 — 1995
Bachelor's Degree, Hotel, Motel, and Restaurant Management, Cum Laude
Wells Fargo Bank September 1997 - Present
Pulte Homes February 1996 - December 1996
First Interstate Bank December 1982 - February 1996
Skills
Outlook, Administrative..., Data Entry, Spreadsheets, Credit, Microsoft Excel, Customer Service, Banking, Office Management, PowerPoint, Microsoft Word, Travel Arrangements, Microsoft Office, Lotus Notes, Access
Education
Northern Arizona University
Personal Trust Consultant June 2014 - Present
Wells Fargo Bank December 1984 - May 2014
Wells Fargo April 1987 - April 2005
Skills
Banking, Financial Planning, Estate Planning, Wealth Management, Strategic Financial..., Asset Management, Investment Advisory, Investments, Fiduciary, Loans, Management, Portfolio Management, Private Banking, Retirement Planning, Series 7, Trusts, Wealth, Wealth Management...
Education
Northern Illinois University 1976 — 1980
Juris Doctorate, Law
University of Pittsburgh 1973 — 1976
Bachelor of Science, Psychology
Institute of Certified Bankers
CTFA, Fiduciary
Wharton School, University of Pennsylvania
Executive Management Certificate, Trust & Private Banking
South Dakota Department of Legislative Audit December 2011 - Present
Senate Banking Committee July 2011 - August 2011
Wells Fargo Bank August 2008 - July 2011
Education
Northern State University 2006 — 2011
Banking and Financial Services, Professional Accountancy, Banking, Accounting
One Main Financial April 2012 - Present
Wells Fargo Bank July 2011 - April 2012
Wells Fargo February 2003 - October 2010
Skills
Mortgage Lending, Credit, Consumer Lending, Loan Origination, Credit Analysis, Mortgage Banking, Banking, Refinance, Residential Mortgages, Financial Services, Investments, Cross Selling, Insurance, Finance, Lines Of Credit, Credit Cards, Loan Servicing, Relationship Management
Education
Northern Marianas College 1996 — 1998
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Marianas High School 1992 — 1995
Wells Fargo Bank August 2008 - January 2012
Wells Fargo Auto Finance January 2006 - August 2008
Wells Fargo Home Mortgage November 2003 - January 2006
PREMIER Bankcard January 2003 - August 2003
Education
Northern State University 2003 — 2008
Business Administration, Credit and Collections
Northern State University 2003 — 2008
B.S. Business Administration
Wells Fargo Bank April 2004 - Present
Wells Fargo April 2004 - Present
Skills
Loans, Credit, Small Business Lending, Banking, Consumer Lending
Education
Northern Michigan University 1994 — 1999
Bachelor of Science (BS), Biochemistry
Wells Fargo Bank September 2011 - April 2014
Skills
Credit, Loans, Banking, Retail Banking, Consumer Lending, Small Business Lending, Commercial Lending, Loan Origination, Lines Of Credit, Cross Selling, Credit Risk
Education
Northland Community and Technical College 2009 — 2011
Business Administration and Management, General
Wells Fargo Bank September 2000 - Present
Skills
Credit, Loans, Customer Service, Banking, Mortgage Lending, Call Centers, Consumer Lending, Process Improvement, Leadership, Team Building, Retail Banking, Customer Satisfaction, Training, Microsoft Excel, Management, Loan Origination, Coaching, Sales, Mortgage Banking, Microsoft Office
Education
Northern State University 1989 — 1993
BS Education, Elementary Education and Teaching
Ethan High School 1986 — 1989
Diploma, General Studies
Wells Fargo Bank August 2008 - Present
Education
Northern Arizona University 2012 — 2014
Bachelor's degree, Public Management, 3.6