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
Clear Capital July 2015 - August 2015
Alternative Technology Solutions March 2015 - June 2015
Morgan Stanley May 2010 - January 2015
Vidyo September 2009 - May 2010
MJJT Consultants Ltd. February 2009 - March 2009
HyperTech Solutions October 2008 - December 2008
CashEdge, Inc. March 2008 - June 2008
Raritan Computer, Inc. September 2007 - February 2008
Siemens Medical Solutions Diagnostics July 2007 - September 2007
Wells Fargo Bank September 2006 - June 2007
Skills
Wikis, FrameMaker, InDesign, AuthorIT, Technical Writing, Procedure Manuals, Copywriting, Microsoft Word, Visio, HTML, Online Help, Author-it, Content Management, Adobe Acrobat, Technical Documentation, SharePoint, Software Documentation, SnagIt, XML, Technical Communication, Editing, Publishing, Manuals, Single Sourcing, Content Development, Document Management, Training, Information Architecture, Information Design, Usability, Documentation, Writing
Education
Notre Dame de Namur University 1993 — 2000
Master's Degree, English, Technical Writing focus
University of Texas, Austin 1974 — 1977
Bachelor of Journalism, Magazine Journalism, English
Cozen O'Connor September 2011 - Present
Cozen O'Connor May 2010 - July 2010
Dechert LLP 2009 - 2009
Wells Fargo Shareowner Services July 2007 - July 2008
Wells Fargo Bank May 2006 - July 2007
Skills
Legal Research, Legal Writing, Commercial Litigation, Westlaw, Civil Litigation, Litigation, Courts, Employment Law, Trials, Legal Assistance, Dispute Resolution, Workplace Investigation, Mediation, Employment...
Education
Temple University - James E. Beasley School of Law 2008 — 2011
J.D., Law
Obafemi Awolowo University 1999 — 2005
Bachelor of Science, Architecture
Sunboule Strategic Ventures 2001 - Present
Resources for Community Development 2014 - Present
Wells Fargo Bank 2006 - January 2008
BEA Systems 1997 - 2001
Education
Stanford University Graduate School of Business
MBA
Northwestern University
Bachelor of Arts
Wells Fargo Bank October 2012 - Present
Wells Fargo Bank March 2011 - November 2012
Skills
Credit, Banking, Loans, AML, Mortgage Lending, Risk Management, Financial Services, Retail Banking, Consumer Lending, Legal Compliance, Employee Relations, Insurance, Human Resources, Employment Law, Mergers, Notary Public, Outlook, Recruiting, Bank Secrecy Act, Employee Benefits, Customer Service, Commercial Banking, Leadership, Management, Credit Analysis, Training, Financial Risk, Finance, Leadership Development, Coaching, Small Business, Commercial Lending, Time Management, Mergers & Acquisitions, Process Improvement, Team Building, Financial Analysis, Mortgage Banking, Small Business Lending, Investments
Education
Strayer University- Alabama 2009 — 2011
Masters of Business Administration, Human Resource Management
Northwestern State University 1988 — 1993
Business Administration, Marketing, Management and Finance
Wells Fargo July 2014 - Present
BB&T January 2013 - Present
First Citizens Bank August 2011 - December 2012
Business Banker: JPMorgan Chase Bank October 2007 - July 2010
Wells Fargo Bank September 2005 - September 2007
Wells Fargo May 2000 - October 2000
Skills
Small Business Lending, Commercial Banking, Commercial Lending, Loans, Credit, Credit Analysis, Banking, Commercial Mortgages, Lines Of Credit, Treasury Management, Retail Banking, Mortgage Lending, Portfolio Management, Asset Based Lending, Underwriting, Cash Management, Loan Origination, Cross Selling, Treasury Services, Credit Risk, Relationship Management, Finance, Sales, Financial Services
Education
Notre Dame de Namur University 2000 — 2003
MBA, International Marketing
Notre Dame de Namur University 1996 — 2000
BS, International Business/Business Adm
Ecole Internationale Chateau Monti-Choisi, Lausanne, Switzerland 1986 — 1996
Diploma, High School/ Elementary School
Ozona National Bank March 2015 - Present
Broadway Bank September 2012 - March 2015
Wells Fargo Bank January 2012 - September 2012
Wells Fargo Bank September 2010 - January 2012
Wells Fargo Bank August 2009 - August 2010
Wells Fargo Bank February 2008 - August 2009
Skills
Microsoft Office, Credit Risk & Analysis, Business Management, Credit, Loans, Consumer Lending, Banking, Credit Analysis, Customer Service, Cross Selling, Retail Banking, Loan Origination, Small Business Lending, Commercial Lending, Management, Underwriting, Portfolio Management, Commercial Banking, Sales, Lines Of Credit, Financial Analysis, Financial Risk, Credit Risk, Risk Management, Cash Flow, Commercial Real Estate, Finance
Education
Northwood University 2004 — 2008
Bachelors of International Business/Management, Business
Northwood University 2004 — 2008
Bachelors, International Business & Management
Indian School Muscat (ISM)
Blue Shield of California March 2015 - Present
Hewlett-Packard August 2013 - Present
MAXIMUS March 2013 - August 2013
Cisco Systems May 2012 - February 2013
Xerox May 2011 - May 2012
Intel February 2009 - May 2011
Delta Dental April 2007 - December 2008
dressPrice.com December 2006 - April 2007
Regulus Group January 2006 - December 2006
Wells Fargo Bank December 2003 - January 2006
Skills
Microsoft Technologies, SharePoint, Software Project..., Integration, Software Development, Business Intelligence, Microsoft SQL Server, SaaS, Databases, Web Services, Vendor Management, Requirements Analysis, Data Center, Project Management, Enterprise Software, Unix, Oracle, Requirements Gathering, Testing, XML, Software Documentation, IT Service Management
Education
Notre Dame de Namur University 1993 — 1995
Masters of Science, Systems Management, Information Systems
University of California, Davis 1989 — 1991
BS, Computer Science
PenRad Technologies September 2012 - Present
Wells Fargo Retail Finance 2009 - November 2012
Wells Fargo Bank October 2010 - July 2011
Wells Fargo Bank September 2009 - October 2010
Skills
HTML, XML, Sales, Sales Management, Information Technology, HL7, DICOM, SQL, Microsoft Excel, Customer Service, Training
Education
University of Minnesota Crookston 2012 — 2014
Bachelor of Applied Science (B.A.Sc.), Information Technology
University of Minnesota-Crookston 2012 — 2013
Certificate, Health Informatics for Software Engineers and Information Technology Professionals
Ridgewater College 2007 — 2009
Associate of Arts and Sciences (A.A.S.), Sales, Distribution, and Marketing Operations, General
Northwestern College 2006 — 2006
Litchfield
Hewlett-Packard August 2013 - February 2015
BrillianTech May 2012 - August 2013
Antenna Software September 2010 - May 2012
Entrue Consulting Partners April 2007 - August 2010
Wells Fargo Bank July 2006 - April 2007
DTS October 2005 - July 2006
Deloitte Consulting December 1999 - October 2005
Andersen Consulting December 1992 - December 1999
Skills
Enterprise Architecture, Program Management, Start-ups, Integration, ERP, Management, Consulting, Governance, Leadership, Enterprise Software, Strategic Planning, Analytics, IT Strategy, Cloud Computing, Solution Selling
Education
Northwestern University
Ph.D., Computer Science
Northwestern University
M.S., Computer Science
University of California at Berkeley
B.S., EECS
Community Gatepath January 2012 - Present
Community Gatepath January 2011 - January 2012
Coosemans Produce January 1998 - January 2010
Wells Fargo Bank 1996 - 1998
Wells Fargo Bank 1991 - 1996
Macy's California May 1988 - June 1991
St. Marys College, Moraga 1985 - 1988
Skills
Non-profits, Salesforce.com, Fundraising, Social Media, Volunteer Management, Microsoft Word, Public Relations, Microsoft Excel, Community Outreach, Event Planning, Team Building, Public Speaking, Outlook, Project Management, Event Management, Nonprofits, Social Media Marketing, Social Networking, Marketing, Strategic Planning, Marketing Communications, Training, Editing, Program Development, Leadership, Grant Writing, Leadership Development, Research, Customer Service, Online Marketing, Microsoft Office, Blogging, PowerPoint, Strategy, Marketing Strategy, Management, Business Strategy, New Business Development, Team Leadership, Grants, CRM, Recruiting, Budgets, Analysis, Community Development, Human Resources, Stewardship, Administration, Raiser's Edge, Employee Training
Education
Notre Dame de Namur University 1994 — 1996
Master of Business Administration (M.B.A.), Information Systems Management/Marketing
St. Mary's College of California 1984 — 1988
Bachelor’s Degree, Business Administration and Management, General
Wells Fargo Bank October 2004 - Present
JP Morgan Chase 1994 - 2004
Tom Thumb Food & Drug 1990 - 1994
Addison Police Department 1978 - 1990
Lewisville Police Department 1974 - 1978
Skills
Fraud, AML, Risk Management, Bank Secrecy Act, Private Investigations, Credit Card Fraud, Criminal Investigations, Investigation, OFAC, Financial Risk, Background Checks, Criminal Law, Risk Assessment, Loans, Internal Investigations, Enforcement, Operational Risk..., Physical Security, Fraud Detection, Security, Banking, KYC, Credit, Computer Forensics, Litigation Support, Security Audits, Policy, Law Enforcement, Corporate Security, Business Continuity, Certified Fraud Examiner, Surveillance, Anti Money Laundering, Evidence, Asset Protection, Emergency Management, Crisis Management, Protection, Security Awareness, Interrogation, Due Diligence, Criminal Justice, USA PATRIOT Act, Vulnerability Assessment, Security Management
Education
Northwood University
BBA, Business Management
Fiberpipe, Inc. February 2015 - Present
Zions Bank August 2013 - November 2014
Wells Fargo Bank August 2004 - August 2013
Skills
•Acquired skill in..., •Well trained in..., •Experienced in cold..., •Strong leadership,..., •Successful in sales..., •Developed presentation..., •Motivated and..., •Computer proficiency..., Underwriting, Sales, CRM, Leadership, Credit, Financial Services, Banking, Loans, Finance, Relationship Management, Commercial Banking, Commercial Lending, Small Business Lending, Credit Analysis, Management
Education
Northwest Nazarene University 2009 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Northwest Nazarene University 2002 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Alerus Financial September 2013 - Present
Wells Fargo Bank August 2010 - September 2013
Bremer Bank September 1997 - August 2010
Norwest Bank May 1987 - September 1997
Skills
FHA, Refinance, Mortgage Lending, Purchase, Residential, VA, Conventional, Investment Properties, Residential Homes, Loans, Customer Service, Loan Origination, Credit, First Time Home Buyers, Banking, Real Estate, Commercial Banking, USDA, Residential Mortgages, Mortgage Banking, FHA financing, VA loans
Education
Minto High School
Northwest Technical Institute
The University of North Dakota
Wells Fargo November 2012 - Present
Wells Fargo Bank November 2004 - November 2012
Skills
Banking, Customer Service, Commercial Banking, Sales, Treasury, Treasury Management, Treasury Services
Education
Nova Southeastern University 2006 — 2008
Capital Spring Small Business Lending Company November 2012 - Present
Wells Fargo Bank August 2008 - February 2012
Comerica Bank July 1998 - July 2008
Skills
Commercial Lending, Small Business Lending, Loans, SBA, Commercial Banking, Cash Flow, Business Acquisition, Business Development, Loan Origination, Financial Analysis, Franchising, Mortgage Lending, Banking, Portfolio Management, Asset Management, Underwriting, Commercial Mortgages, Investment Banking, Strategic Financial..., Credit, Credit Analysis, Real Estate Financing
Education
The University of Texas at Dallas 1994 — 1996
MBA, Organizational Behavior
The University of Texas at Austin 1982 — 1984
BBA, Marketing
Northwestern University 1980 — 1982
Engineering
Mortgage One November 2013 - Present
Ross Mortgage Corporation August 2011 - November 2013
Mortgage 1, Inc. June 2009 - May 2011
Bank of America May 2007 - June 2009
Wells Fargo Bank 1997 - 2007
Skills
Mortgage Lending, VA loans, Referrals, Loans, Sellers, Loan Origination, FHA financing, USDA, FHA, Refinance, Mortgage Banking, Credit, Residential Mortgages, Competitive Intelligence, Mortgage Underwriting, Real Estate Financing, Home Equity Lines of..., Government Loans
Education
Oakland University
BS, Biology
Amplifon February 2014 - Present
Miracle-Ear, Inc. 2013 - 2015
Miracle-Ear, Inc. 2013 - 2015
Miracle-Ear, Inc. 2013 - 2015
CH Robinson November 2008 - February 2014
Wells Fargo Bank September 2006 - October 2008
Hennes & Mauritz September 2005 - September 2006
Kohl's Department Stores March 1999 - September 2005
Skills
Recruiting, Human Resources, Sourcing, Training, Talent Acquisition, Management, Leadership, Sales, Payroll, Customer Service, College Recruiting, Retail, Budgets, Coaching, Marketing Strategy, Logistics, Cold Calling, Logistics Management, Inventory Management, Talent Management, Human Resource Planning, Human Resource..., Sales Presentations, Project Coordination, Coordinating Special..., Applicant Tracking, Job Decriptions, Project Management, Building Surveying, Survey Design, Survey Research, Compensation & Benefit, Applicant Tracking...
Education
Northwestern College
Sales, Marketing and Business Management, Sales, Marketing, and Business Management
Before & After Professional Auto Detailing April 2011 - Present
Wells Fargo Bank June 2010 - April 2011
Wells Fargo Financial October 2008 - June 2010
Sprint 2005 - 2008
Skills
Excellent Communication..., Excellent Microsoft..., Consumer Lending, Mortgage Lending, Cross Selling, Mortgage Banking, Loan Origination, Commercial Lending, Credit, Branch Management, Refinance, Banking, Sales Management, Sales, Great communications..., Microsoft Office, Microsoft Excel, Microsoft Word, Marketing, Marketing Strategy, Marketing Communications, Product Marketing, Account Management, Team Building, Leadership, Analysis, Small Business Lending, Project Management
Education
Strayer University-Tennessee 2010 — 2013
Master of Business Adminstration, Marketing
Strayer University-Tennessee 2007 — 2009
Bachelor of Business Adminstration, Business Adminstration and Management
Northwest Mississippi Community College 2004 — 2006
Associate of Arts, Buisness Adminstration
The Platinum Group August 2015 - Present
RAIN Source Capital 2010 - 2015
JobDig 2007 - 2010
Coolibar LLC 2005 - 2010
Halo Innovations 2005 - 2010
LFE Capital 2004 - 2010
Liberty Enterprises 2000 - 2004
Wells Fargo Bank 1986 - 2000
Skills
Mergers, Start-ups, New Business Development, Business Development, Marketing Strategy, Capital Raising, Entrepreneurship, Capital, Angel Investing, Business Planning, Corporate Development, LBO, Divestitures, Funding, Mezzanine, Corporate Finance, Valuation, Marketing, Financial Modeling, Public Speaking, Mergers & Acquisitions, Strategy, Private Equity, Due Diligence
Education
Northwestern University - Kellogg School of Management 1984 — 1986
MBA, Finance and Accounting
University of Minnesota-Twin Cities 1979 — 1981
Bachelor of Science, Economics
TIAA-CREF July 2013 - May 2015
Capital One Investing July 2012 - July 2013
Genworth Financial October 2011 - June 2012
BridgeEnglish March 2011 - July 2011
Wells Fargo Bank June 2010 - March 2011
BlackRock September 2009 - March 2010
Shorenstein Realty Services November 2008 - June 2009
BlackRock January 2008 - September 2008
Charles Schwab September 2006 - August 2007
eBay October 2005 - March 2006
Skills
Integration, Business Process, Business Analysis, Quality Assurance, Business Process..., Requirements Gathering, Program Management, Systems Analysis, Software Documentation, Business Requirements, Analysis, Process Improvement, Project Management, Risk Management, Management, SDLC
Education
Notre Dame de Namur University
B.S, Biology
Oxford Seminars
TESL/TEFL/ESL Certification
FINRA
Series 7/General Securities License (+ Series 63)
Wells Fargo January 2015 - Present
Wells Fargo October 2012 - December 2014
Wells Fargo Bank May 2009 - October 2012
Wells Fargo January 2009 - May 2009
Wells Fargo January 2007 - January 2009
UnitedHealth Group June 2006 - January 2007
Skills
Portfolio Management, Health Insurance, Financial Analysis, Market Analysis, Municipal Bonds, Microsoft Office, Financial Projection, Healthcare Industry, Underwriting, Credit
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
University of Minnesota - Carlson School of Management 2003 — 2006
B.S., Finance
Viksnins Harris & Padys PLLP November 2013 - Present
Best & Flanagan October 2010 - October 2013
Foley & Mansfield, PLLP September 2008 - March 2009
Prime Therapeutics 2007 - 2008
Graco August 2005 - June 2007
Robert Half International June 2002 - August 2004
Wells Fargo Bank 1995 - 1997
Skills
Accounting, Financial Analysis, General Ledger, Accounts Payable, Financial Reporting, Accounts Receivable, Budgets, Finance, Account Reconciliation, Payroll, Microsoft Office, Sarbanes-Oxley Act, Process Improvement, Microsoft Excel, Peachtree, Accruals, Fixed Assets, QuickBooks, Analysis, Cost Accounting, Invoicing, Bookkeeping, Small Business, Bank Reconciliation, Financial Statements, Year-end Close, Journal Entries, Managerial Finance, Access, Spreadsheets, Internal Controls, Variance Analysis, Outlook, GAAP, Internal Audit
Education
Northwestern College 2001 — 2005
B.S., Accounting, Biblical Studies
Northwestern College 1996 — 1997
Bachelor of Arts (B.A.), Accounting
ADP August 2013 - Present
Practising Law Institute January 2013 - August 2013
Wells Fargo Bank August 2011 - August 2012
Bank of America May 2005 - February 2011
Skills
Strategy, Leadership, New Business Development, Marketing Strategy, Cold Calling, Finance, Small Business, Banking, Loans, Retail Banking, Cross Selling, Sales, Microsoft Excel, Commercial Banking, PowerPoint, Mortgage Lending, Relationship Management, Financial Services, Microsoft Office, Public Speaking, Consumer Lending, Change Management, Salesforce.com, Small Business Lending, Real Estate, Sales Management, Management, Contract Negotiation, Analysis, Customer Satisfaction, Sales Operations, Business Strategy, Business Development, Customer Service, Account Management, Time Management, Customer Retention, CRM, Sales Process, Selling
Education
Nova Southeastern University 2009 — 2011
Master of Business Administration (MBA), Organizational Leadership
University of Central Florida 2004 — 2006
Bachelors, Business Administration, Marketing
Astronaut High School
Prudential Financial May 2015 - Present
Care.com May 2013 - 2015
Infinity Staffing Solutions November 2011 - February 2013
Wells Fargo Bank February 2006 - November 2011
Barry J Osborn, CPA January 2006 - April 2008
Skills
Customer Service, Detail Orientation, Energy, New Business Development, Human Resources, Financial Statements, Strategic Planning, Cash Management, Time Management, Close Attention to..., Payroll, Business Planning, Multi Tasking, Productivity, Compliance, Executive Support, Employee Benefits, Travel Management, Supply Ordering, Technical Recruiting, Contract Recruitment, Training, Resume Writing, Administrative Functions, Recruiting, Benefits Administration, Interviews, Applicant Tracking..., College Recruiting, Temporary Placement, Internet Recruiting
Education
The College of New Jersey 2009 — 2011
BS, Business Administration
Ocean County College 2006 — 2008
Associates, General Business
Bank of America October 2014 - Present
Citi February 2013 - September 2014
Citibank October 2011 - September 2014
Wells Fargo Bank 2010 - October 2011
Wachovia/Wells Fargo August 2008 - December 2010
Wachovia Bank April 2007 - August 2008
Wachovia Bank June 2005 - April 2007
Skills
Coaching, Sales Management, Situational Leadership, Team Building, Small Business, Leadership, Performance Management, Leadership Development, Management, Team Leadership, Banking, Business Planning, Training, Finance, Business Strategy, Employee Engagement, Retail Banking, Credit, Loans
Education
Nova Southeastern University 1995 — 1997
M.B.A, Finance
University of the West Indies, Mona 1981 — 1984
B.Sc, Management Studies
Wells Fargo Bank June 2003 - Present
Fleet Bank June 1996 - June 2003
JPMorgan Chase July 1991 - June 1996
Bank of Montreal (Harris) July 1988 - June 1991
Skills
Leadership, Sales, Bank Relationship..., Commercial Banking, Financial Analysis, Credit Analysis, Loan Structuring, Capital Markets, Investment Banking, Mergers & Acquisitions, Treasury Management, Asset Based Lending
Education
Northwestern University 1984 — 1988
BA, Economics and Political Science
JPMorgan Chase July 2011 - Present
Guarantee Mortgage October 2005 - July 2011
Wells Fargo Bank October 2004 - September 2005
Imperial Capital Bank November 2002 - October 2004
DuPont May 2001 - November 2002
Acta 1998 - 2001
Netscape Communications 1995 - 1997
Skills
Loans, Credit, Credit Analysis, Investments, Commercial Lending, Sales, Finance, Residential Homes, Financial Analysis, Mortgage Lending, Banking, Portfolio Management, Real Estate, Business Development, Investment Properties, Commercial Real Estate, FHA, Loan Origination, Mortgage Banking
Education
Notre Dame de Namur University 1992 — 1994
BS, Business
Wells Fargo January 2013 - Present
Wells Fargo Bank March 2007 - Present
Wells Fargo July 1978 - Present
Skills
Credit Analysis, Loans, Commercial Banking, Commercial Lending, Credit, Portfolio Management, Treasury Management, Asset Based Lending, Banking, Underwriting, Loan Origination, Credit Risk, Lines Of Credit, Commercial Mortgages, Small Business Lending
Education
University of Oregon - Charles H. Lundquist College of Business 1974 — 1978
Bachelor of Science, Finance
Northwest Christian College 1973 — 1977
Retired Banker Wells Fargo December 2013 - Present
Wells Fargo Bank July 1987 - Present
Wells Fargo July 1987 - November 2013
Uptown National Bank August 1981 - July 1987
AIG American General July 1972 - August 1981
Skills
Workers Compensation, Small Business Lending, Leadership, Sales, Treasury Management, Budgets, Loan Origination, Coaching, Training, Finance, Management, Loans, Consumer Lending, Commercial Lending, Banking, Insurance, Small Business, Credit, Commercial Banking, Credit Analysis, Mortgage Lending, Lines Of Credit
Education
Graduate School of Banking, Madison 1983 — 1985
Northwest Missouri State University 1968 — 1972
BS, Business Management
Wells Fargo Bank January 2008 - Present
Wilmington Trust FSB January 2006 - January 2008
First National Bank of Maryland 1999 - 2005
Skills
Banking, Loans, Credit, Credit Analysis, Commercial Banking, Management, Accounting, Sales, Portfolio Management, Analysis, Commercial Lending, Customer Service, Risk Management, Small Business Lending, Treasury Management, Financial Analysis
Education
Notre Dame of Maryland University 2000 — 2006
BA, Business/Marketing
Wells Fargo Bank October 2010 - March 2012
SAP Labs November 2009 - April 2010
Home-Account, Inc. February 2009 - October 2009
JP Morgan Chase (Formerly Washington Mutual Bank) November 2005 - January 2009
HSBC North America October 2004 - October 2005
Skills
Analytics, Business Strategy, Competitive Analysis, Cross-functional Team..., Financial Modeling, Financial Services, Management, Marketing, Product Development, Product Management, Product Marketing, Strategy
Education
Northwestern University - Kellogg School of Management 2002 — 2004
MBA
Chulalongkorn University
B.E.
Apollo Group March 2009 - Present
University of Phoenix August 2007 - March 2009
Colliers International December 2005 - August 2007
Litigation ResearchLitigation Research June 2005 - September 2005
Wells Fargo Bank August 2004 - June 2005
Education
University of Phoenix 2008 — 2010
Graduate Degree, Masters in Education
Northwood University 1999 — 2003
Bachelors, International Business
Wells Fargo Bank June 2010 - Present
Gap Inc./Banana Republic November 2007 - June 2010
Gap Inc./Banana Republic June 2006 - November 2007
AT&T July 1999 - September 2006
CNET Channel May 1998 - July 1999
Bank of America April 1997 - April 1998
Bank of America April 1994 - April 1997
Education
Occidental College 1976 — 1980
BA, Political Science-Major/Economics-Minor
Exponential Interactive October 2009 - Present
Optimal Strategies, Inc. April 2004 - October 2009
Walmart.com June 2009 - September 2009
Wells Fargo Bank November 2007 - May 2009
Charles Schwab September 2006 - November 2007
Database Specialists (Client SCIF) September 2005 - September 2006
Charles Schwab October 2004 - August 2005
UPS Supply Chain Solutions April 2001 - April 2004
Charles Schwab & Company 2004 - 2004
ePIT August 1999 - January 2001
Skills
Databases, High Availability, PL/SQL, Unix, Data Warehousing, Public Speaking, Database Replication...
Education
Oakland University 1980 — 1981
MS
University of Utah 1978 — 1979
BS
School of Planning and Computer Application
Bachelor of Applied Science (B.A.Sc.)
University of Wisconsin Oshkosh January 2013 - Present
Currently Retired June 2012 - January 2013
Oshkosh Area School District August 1988 - June 2012
University of Wisconsin Oshkosh June 1986 - June 2006
Bergstrom Mahler Museum June 1987 - June 1988
Northwest Engineering Credit Union October 1980 - March 1981
Wells Fargo Bank December 1979 - May 1980
Fairfield Credit Bureau February 1979 - November 1979
U.S.A.F. October 1974 - October 1978
Skills
Public Speaking, Management, Social Skills, Visual Arts, Art Education, Union, Supervision, Teamwork, Teacher Training, gym rat, Curriculum Design, Program Development, Critical Thinking, Adult Education, Art, Grant Writing, Curriculum Development, Teaching, Elementary Education, Classroom, Instructional Technology, K-12, Student Affairs, Educational Technology, Staff Development, Classroom Management, Academic Advising, Higher Education, Career Counseling, Distance Learning, Lesson Planning, Student Development, Instructional Design, Tutoring, College Teaching, Admissions, Teaching Adults, Special Education, Student Counseling, Academia, Pedagogy, University Teaching, Student Engagement, Literacy
Education
Nova Southeastern University 2009 — 2010
Master's degree, Curriculum and Instruction
UW Oshkosh 1981 — 1986
BAE, Art Teacher Education
Wells Fargo Bank November 2009 - Present
Wachovia Bank July 2006 - November 2009
Cuts Fitness for Men April 2003 - August 2007
Skills
Private Banking, Relationship Management, Wealth Management, Retirement Planning, Insurance, Credit, Underwriting, Small Business Lending, Credit Analysis, Financial Advisory, Investment Management, Strategic Financial...
Education
Ocean County College 2002 — 2005
Associates, Sociology
Workrite Ergonomics September 2009 - August 2013
Workrite Ergonomics December 2006 - August 2009
Workrite Ergonomics September 2005 - November 2006
Lightolier January 2004 - September 2004
Lightolier October 2002 - December 2003
Genlyte 2002 - 2003
Boyd Lighting March 1999 - September 2002
Boyd Lighting March 1998 - February 1999
Wells Fargo Bank 1993 - 1998
Wells Fargo 1991 - 1993
Skills
Marketing Strategy, Marketing Communications, Online Marketing, Competitive Analysis, Lead Generation, Marketing Management, CRM, Email Marketing, Management, Strategy, Marketing, Product Marketing, Brand Management, Sales, B2B, New Business Development
Education
University of Michigan - Stephen M. Ross School of Business 1986 — 1988
MBA, Marketing
Oberlin College 1982 — 1985
BA, Philosophy
University of Southern California 1981 — 1982
BA, Philosophy
Sovereign Bank February 2013 - Present
Genworth Financial Home Equity Access, Inc. January 2012 - July 2012
Maverick Funding September 2011 - January 2012
Wells Fargo Bank February 2004 - June 2011
Skills
Customer Service..., Banking, Transcription, Microsoft Office 2007, Office Management, Internal Audit, Sales, Salesforce.com, Reverse Mortgages, Customer Service
Education
Ocean County College 2000 — 2001
Laird's School of Transcription 1995 — 1996
Medical Transcriptionist
Wells Fargo Bank November 2010 - April 2011
UPS June 2009 - December 2010
Southview Chiropractic May 2008 - November 2009
Skills
Leadership, Analysis, Risk Management, Data Analysis, Process Improvement, PowerPoint, Budgets, Program Management, Team Building, Microsoft Office
Education
Northwestern Health Sciences University 2004 — 2007
Doctorate, Chiropractic Medicine
South Dakota State University 2000 — 2004
BS, Microbiology
Video Images Productions May 1989 - Present
Wells Fargo Bank March 1988 - September 1989
Wells Fargo March 1987 - March 1988
Skills
Video, Photography, Videography, Video Editing, Entertainment, Video Production, Documentaries, Digital Video, Media Production, Sound, Live Events, Editing, Radio, Production Managment, Music, Avid, Theatre, Television, Weddings, Corporate Events, Magazines
Education
Notre Dame 1961 — 1963
St Charles & St John
Guaranteed Rate Inc June 1997 - Present
Wells Fargo Bank June 1994 - June 1997
Hitachi Data Systems December 1987 - March 1992
IBM June 1981 - December 1987
Skills
Certified Mortgage..., Distress Property Buyer, Mortgage Lending, FHA, Certified Mortgage..., Short Sales, Foreclosures, Loans, Mortgage Banking, Refinance, VA loans, Real Estate, Residential Mortgages, Loan Origination, FHA financing, Investment Properties, First Time Home Buyers, Credit, Investors, Banking, Finance, Home Equity Lines of..., Commercial Mortgages, Real Estate Economics, Real Estate Financing, Rates, Sales, Real Estate Transactions, Financial Structuring, REO, Property, Residential Homes, Mortgage Marketing, Sellers, USDA, Reverse Mortgages, Construction Loans, Strategy, Investments, Marketing, Management, Condos, Negotiation, Selling, Portfolio Management, Customer Service, Single Family Homes
Education
Northwestern University 1976 — 1981
BA, English, Mathematics
St. Xavier High School 1972 — 1976
College Prep Honors, College Prep Honors
Wells Fargo Bank August 2003 - Present
The Northern Trust Company April 2000 - July 2003
Bank of America June 1983 - April 2000
Skills
Corporate Finance, Capital Markets, Credit, Underwriting, Middle Market, Investments, Private Equity, Finance, Mergers & Acquisitions, Credit Analysis, Commercial Lending, Valuation, Financial Structuring, Banking, Cash Management, Asset Based Lending, Financial Risk, Credit Risk, Cash Flow, Securities, Treasury Management, Risk Management, Mortgage Lending, Negotiation, Strategic Financial..., Financial Analysis, Asset Management, Commercial Banking, Fixed Income, Series 7, Financial Modeling, Structured Finance, Wealth Management, Due Diligence, Loans, Business Development, Portfolio Management, Investment Banking, Alternative Investments, Equities, Small Business Lending, Financial Services, Loan Origination, Hedge Funds, Leveraged Finance
Education
University of Cincinnati College of Business 1982 — 1983
MBA, Corporate Finance
Northwestern University 1976 — 1980
BA, Political Science
macys.com February 2013 - Present
Thorntree Consulting July 2009 - December 2012
Williams-Sonoma, Inc. May 2012 - November 2012
Hawaiian Airlines November 2010 - April 2012
Wells Fargo Bank July 2010 - October 2010
Gap, Inc. April 2010 - July 2010
Wells Fargo October 2009 - April 2010
Premier Retail Networks March 2008 - June 2009
Accenture June 2005 - March 2008
Accenture Consulting at Best Buy June 2005 - March 2008
Skills
Business Analysis, Vendor Management, SDLC, Program Management, Project Management, PMP, Software Project..., Process Improvement, PMO, Project Portfolio..., Business Process, Agile Project Management, Business Process..., IT Strategy, Agile Methodologies, Requirements Analysis, Cross-functional Team..., Change Management, Requirements Gathering, Project Delivery, Integration, Quality Assurance, SharePoint, Software Development, Testing, Management, Leadership, Consulting, Enterprise Software, Strategy, Project Planning, Information Technology, Scrum
Education
Certified ScrumMaster 2010 — 2010
Certified ScrumMaster, Agile Project Management
PMI PMP 1990 — 2001
PMP, Project Management
Saint Mary's College of California 1994 — 1998
MBA, Marketing
University of California, Berkeley 1979 — 1981
BA, Mathematics
Oberlin College 1975 — 1977
None, Geology
Moody's Analytics 2015 - Present
Moody's Analytics 2012 - 2014
Citibank 2010 - 2012
PENSCO Trust Company 2010 - 2010
Advent Software 2003 - 2009
Charles Schwab 2001 - 2002
Charles Schwab 1999 - 2001
Wells Fargo Bank 1998 - 1999
Wells Fargo Bank 1997 - 1998
Chevron 1997 - 1997
Education
Northwestern University - Kellogg School of Management 1988 — 1990
M.B.A., Finance, Strategy, Organizational Behavior
Stanford University 1981 — 1986
A.B., Human Biology
Amazon June 2015 - August 2015
SNOBSWAP February 2014 - June 2014
Gap Inc./Gap June 2013 - June 2014
Gap Inc./Gap October 2011 - June 2013
NetApp June 2009 - October 2011
Wells Fargo Bank June 2008 - August 2008
Williams-Sonoma, Inc. June 2007 - December 2007
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Northwestern University - McCormick School of Engineering 2014 — 2016
Master's Degree, Design Innovation
University of California, Berkeley 2005 — 2009
Bachelor of Science (B.S.), Industrial Engineering and Operations Research
University of California, Berkeley 2005 — 2009
Bachelor of Arts (B.A.), Economics
Fremont Bank October 2014 - Present
Bridge Bank September 2013 - October 2014
Bank of Alameda March 2012 - September 2013
Bank of Alameda January 2005 - May 2012
Foothill Hardware 2003 - 2005
Wells Fargo Bank 2002 - 2005
SBC Advanced Solutions, Inc January 2000 - January 2001
Burnham & Brown January 1997 - January 1999
Skills
Leadership, Banking, Project Management, Training, Vendor Management, Management, Customer Service, Budgets, Program Management, Risk Management, Networking, Team Leadership, Integration, Retail Banking, Strategic Planning, Computer Information..., Cross-functional Team..., Operations Management, Troubleshooting, Portfolio Management, Databases, Testing, Team Building, Data Analysis, Decision Support, Leading Meetings, System Administration, Disaster Recovery, Project Planning, Analytical Skills, Time Management, Executive Reporting, Business Continuity..., System Conversion, Disaster Recovery...
Education
Notre Dame de Namur University 2010 — 2012
Master of Systems Management
Notre Dame de Namur University 2001 — 2007
B.S., Computer Science
First Republic Bank March 2012 - Present
First Independent Bank November 2011 - March 2012
The Brian Grant Foundation January 2011 - September 2011
Wells Fargo Bank 2005 - 2010
Skills
Series 7, Insurance, Investments, Estate Planning, Investment Advisory, Leadership, Financial Markets, Budgets, Estate Tax Planning, Lines Of Credit, Investment Advisory..., Structured Finance, Wealth Accumulation, Business Strategy, Coaching, Life Insurance, Accounting, Investment Banking, Series 66, Hold Series 7, Life & Health Insurance...
Education
Northwestern University 1990 — 1993
Wilson High School 1974 — 1978
Idaho Independent Bank October 2011 - Present
Idaho Banking Company April 2005 - October 2011
Wells Fargo Bank June 1994 - April 2005
First Security Bank/Wells Fargo 1994 - 2005
Skills
Relationship Management, Microsoft Office, Loans, Banking, Consumer Lending, Portfolio Management, Commercial Banking, Credit, Small Business Lending, Financial Analysis, Strategic Planning, Finance, Mortgage Lending, Credit Analysis, Commercial Lending, Retail Banking, Management, Coaching, Risk Management, Treasury Management, Loan Origination, Underwriting, Team Building, Commercial Mortgages, Lines Of Credit
Education
Northwest Nazarene University 2000 — 2003
MBA, Business
The College of Idaho 1990 — 1994
Bachelor's Degree, Business Administration & Management
Protect Painters of La Costa May 2012 - Present
New York Life Retirement Plan Services 1995 - September 2011
Wells Fargo Bank 1989 - 1992
Skills
Investments
Education
Occidental College 1974 — 1978
BA, Political Science/Psychology
BlacksmithCreations LLC April 2011 - Present
Flournoy Wealth Management, LPL Financial January 2010 - July 2013
Elkus Ranch September 1995 - April 2013
Financial Planning Forum 2004 - February 2011
Wells Fargo Bank August 2006 - September 2009
City National Bank April 2005 - August 2006
Bank of America September 1974 - April 2005
Skills
Financial Planning, Credit, Personal Finance, Loans, Investment Advisory, Promotions, Risk, Customer Service, Small Business, Banking, Financial Education, Wealth Management, Financial Risk, Strategic Financial..., Private Banking, Finance, Financial Services, Relationship Management, Leadership, Financial Advisory, Investments
Education
University of California, Santa Cruz 2002 — 2004
Financial Planning Certification
Notre Dame de Namur University 1997 — 2000
BS, MBA
Mercer July 2015 - Present
Hay Group 1997 - June 2015
Charles Schwab 2003 - 2005
Watson Wyatt 2000 - 2003
Matson Navigation 1989 - 1997
Wells Fargo Bank 1988 - 1989
Skills
Organizational Design, Certified Compensation..., Compensation & Benefits, Job Evaluation, Management Consulting, HR Consulting, Deferred Compensation, Performance Management, Talent Management, Executive Pay, Management, Strategy, Incentive Programs, Organizational..., Succession Planning, Leadership, Project Management, Change Management
Education
Northwestern University - Kellogg School of Management 1986 — 1988
MBA, Marketing, Finance, Transportation
University of California, Berkeley 1979 — 1983
BA, Economics
Wells Fargo May 2014 - Present
Wells Fargo February 2005 - May 2014
Wells Fargo Bank May 2003 - February 2005
Skills
Leadership Development, Needs Analysis, Instructor-led Training, Training Delivery, Training, Performance Improvement, Employee Training, Performance Management, Workshop Facilitation, Talent Management, Coaching, Instructional Design, Employee Engagement, Management, Leadership, Banking, Customer Service, Process Improvement, Team Building, Microsoft Office, Mortgage Lending
Education
Northwest Missouri State University 1998 — 2003
Bachelor of Arts, English
Alden Community Schools
High School
Phoenix Technology Services October 2014 - March 2015
LEAM Drilling Systems LLC January 2013 - September 2014
Leam Drilling Systems, Inc. May 2011 - December 2011
Wells Fargo Investments September 2005 - May 2011
Wells Fargo Bank May 2005 - April 2011
Skills
Microsoft Excel, Loans, Financial Analysis, Financial Modeling, Strategic Planning, Sales, Microsoft Office, Customer Service, Team Leadership, Asset Managment, Portfolio Management, Microsoft Word, Data Analysis, Project Management, Outlook, Operations Management, Analysis, Training, Banking
Education
Sam Houston State University 2008 — 2010
Masters, Business Administration
Northwestern College 2001 — 2005
Bachelor of Arts, Business Administration - Finance
Northwestern College 2001 — 2005
Bachelor of Arts (B.A.), Spanish Language and Literature
Nabtesco Aerospace, Inc. January 2011 - Present
Equity Residential February 2007 - January 2011
The Boeing Company August 2006 - February 2007
First National Bank of Montana October 2004 - February 2005
Wells Fargo Bank August 2002 - October 2004
Skills
Program Management, Budgets, Sales, Customer Service, Marketing, Team Building, Apartments, Leases, Event Planning, Recruiting, Negotiations, Organization, Document Management, Accounts Payable, Accounts Receivable, Bank Reconciliation, Payroll, Long-term Customer..., Expense Management, Purchase Orders, Purchase Management, Social Media Marketing, Cashiering, Retail, CRM, Property Managemernt, Leadership, Time Management, Negotiation
Education
University of Montana 2001 — 2005
Education, Health Sciences
Northwest College 1999 — 2001
Education
Cascade High School
Mars October 2014 - Present
Mars February 2013 - October 2014
Mars April 2012 - February 2013
TD Bank Group December 2011 - August 2012
Nova Heating and Air Conditioning May 2011 - August 2011
Wells Fargo Bank June 2010 - January 2011
TD Bank Group January 2008 - June 2010
Skills
Human Resources, Microsoft Office, Customer Service, HRIS, Microsoft Excel, Employee Relations, Employee Benefits, Payroll, Interviews, Onboarding, SAP HR, Microsoft Word, PowerPoint, Event Planning, Recruiting, Training Facilitation
Education
Rutgers University 2011 — 2013
Bachelor's degree, Employment Relations / Human Resources
Ocean County College 2008 — 2010
Liberal Arts
Apttus July 2014 - Present
RE/MAX Star Properties October 1995 - Present
MarkMonitor, a Thomson Reuters Company July 2012 - July 2014
Wells Fargo Bank March 2012 - August 2012
Cloudmark June 2010 - June 2011
BreakThruHiring October 2009 - June 2010
GoldenGate Software, Inc. (acquired by Oracle) October 2007 - October 2009
Union Bank of CA August 2005 - October 2007
Prudential CA Realty / Western America Mortgage October 2003 - July 2005
E-LOAN October 2001 - September 2003
Skills
Jobvite, Taleo, AIRS - Advanced Boolean..., ADP, ADP Payroll, AIRS, Training, Talent Acquisition, Applicant Tracking..., Recruiting, LinkedIn Recruiter, Spanish-speaking, Technical Recruiting, Interviews, Screening, Performance Management, Sourcing, Talent Management, Human Resources, Temporary Placement, Hiring, Customer Retention, Employer Branding, PeopleSoft, College Recruiting, Lead Generation, Strategy, Personnel Management, Consulting, Management, Networking, Sales, Vendor Management, SDLC, Policy, Permanent Placement, Deferred Compensation, Career Counseling, Onboarding, Employee Benefits, Contract Recruitment, Screening Resumes, Payroll
Education
Notre Dame de Namur University 1993 — 1995
B.S., Business Admin., Emphasis in Management
San Mateo High School
Wells Fargo June 2012 - Present
Wells Fargo Bank February 2007 - July 2012
The Contemporary Jewish Museum January 2005 - January 2007
College Track 2000 - 2005
Skills
Marketing, Non-profits, Finance, SharePoint, Nonprofits, Spanish, Management, Marketing Communications, Project Management, Marketing Strategy, Strategy, CRM, Leadership, Program Management, Social Media, Integrated Marketing, Event Planning, Digital Marketing, Social Media Marketing
Education
Notre Dame de Namur University 2009 — 2011
BA, Psychology
Charles Schwab December 2014 - March 2015
Wells Fargo Bank August 2009 - May 2014
Jewish Community Federation October 2008 - August 2009
Advent Software Inc. January 2006 - July 2007
Independent Contractor August 2004 - December 2005
Advent Software, Inc. May 2001 - September 2003
Advent Software, Inc. October 1998 - April 2001
Advent Software August 1997 - September 1998
Skills
Risk Management, Cross-functional Team..., Leadership, Business Analysis, Change Management, Integration, Process Improvement, Project Management, Vendor Management, Enterprise Software, Strategy, Customer Support, Project Implementation, Client Services, Technical Support, Customer Issue..., Vendor Relationship...
Education
Northwestern University
B.A., Psychology
Level Up Academy July 2015 - Present
Minnesota Department of Revenue April 2015 - June 2015
Community School of Excellence July 2012 - June 2014
Community School of Excellence August 2010 - June 2012
Wells Fargo Bank November 2009 - May 2010
JC Penny July 2008 - June 2009
Skills
Typing, Accounts Receivable, Time Management, Confidentiality, Invoicing, Credit Cards, Payroll, Accounting, Access, Leadership, Human Resources, Administrative..., Account Reconciliation, Microsoft Office, Customer Service, Data Entry, Management, Bookkeeping, Spreadsheets, Telephone Skills, Office Management, Office Administration, 10 Key, Calendars, Filing, Calendaring, Administrative Work, Phone Etiquette, Multi-line Phone, Receptionist Duties, Office Equipment, File Management, Travel Arrangements, Fax, Expenses, Expense Reports, Clerical Skills, Invoice Processing, Clerical Work, Appointment Scheduling, Ten Key, Concur, Administrative Office..., Meeting Scheduling, Business Correspondence, Copying, Records Management, Switchboard Operator, Wordperfect, Purchase Orders
Education
Northwest Technical College 2007 — 2009
Associate of Applied Science, Administrative Assistance
Northwest Technical College 2007 — 2009
Associate of Arts and Sciences (A.A.S.), Administrative Assistant and Secretarial Science, General
First Republic Bank February 2015 - Present
First Republic Bank July 2009 - February 2015
Wells Fargo Bank June 2007 - June 2009
Toy Express Cars May 2005 - October 2005
Skills
Professional Sales, Customer Relations, Financial Management, Banking, Customer Service, Loans, Retail Banking, Management, Commercial Banking, Relationship Management
Education
Notre Dame de Namur University 2008 — 2010
Bachelors, Business Administration Management
Vivir Collective April 2015 - Present
DNA Futbol Club January 2009 - Present
Windells Action Sports Camp May 2009 - April 2015
Windells Action Sports Academy May 2009 - April 2015
Wells Fargo Bank July 2002 - May 2008
Skills
Advertising, Sports Marketing, Sales, Management, Social Media Marketing, Marketing Strategy, Social Media, Event Management, Event Planning, Brand Development, Marketing, Public Relations, Finance, Coaching, Customer Service, Sponsorship, Retail, Social Networking, Business Development, Marketing Communications, Web Production..., Fundraising, Sports, Online Marketing, Creative Direction, Facebook, Graphic Design, Merchandising, Online Advertising, Email Marketing, Microsoft Excel, Business Strategy, Leadership, Strategy, Public Speaking, Trade Shows, Brand Management, Training, Digital Media, Strategic Planning, Start-ups, Digital Marketing, Photography, E-commerce, Entrepreneurship, New Business Development, Nonprofits, Product Marketing, Team Building, Microsoft Office
Education
Willamette University - Atkinson Graduate School of Management 2006 — 2008
MBA, Marketing, Business Management & Organizational Design
Notre Dame de Namur University 1996 — 2000
Bachelor of Arts (BA), Fine Art & Graphic Design
Wells fargo Bank May 2013 - Present
Wells Fargo Business Banking Group June 2011 - May 2013
Wells Fargo Business Banking Group July 2007 - June 2011
Wells Fargo Business Banking Group May 2006 - July 2007
Skills
Loans, Banking, Credit, Loan Origination, Commercial Lending, Commercial Banking, Portfolio Management, Loan Servicing, Customer Service, Process Improvement, Coaching, Construction Loans, Team Building, Change Management
Education
Northwest Nazarene University
U.S. Bank May 2013 - Present
Wells Fargo Bank August 2010 - April 2013
Wells Fargo Advisors July 2008 - August 2010
Wachovia Bank July 2006 - July 2008
Skills
Wealth Management, Loans, Commercial Lending, Financial Services, Credit Analysis, Credit, Asset Management, Wealth Management..., Strategic Financial..., Banking, Private Banking, Finance, Financial Analysis, Relationship Management, Retirement Planning, Leadership, Management, Risk Management, Credit Risk, Retail Banking, Treasury Management, Financial Risk, Teaching
Education
Nova Southeastern University 2008 — 2011
Master of Business Administration, Finance
Randolph-Macon College 2002 — 2006
Bachelor of Arts, International Relations and Political Science
Percolate Inc. June 2015 - Present
Indeed.com April 2014 - May 2015
Indeed.com October 2012 - March 2014
Indeed.com October 2011 - September 2012
Wells Fargo Bank October 2010 - October 2011
Wells Fargo Financial March 2009 - September 2010
Wells Fargo Financial September 2008 - March 2009
Wells Fargo Financial December 2006 - September 2008
Wells Fargo Financial March 2006 - December 2006
Fresno Grizzlies May 2005 - August 2005
Skills
Recruiting, Account Management, Banking, Credit, Cold Calling, Sales, Salesforce.com, Sales Operations, New Business Development, Sales Process, Selling, Management, Online Advertising, Interviews, Time Management, Networking, Social Media Marketing, Coaching, Customer Service, Internet Recruiting, Social Networking, Recruitment Advertising
Education
Northwood University 2001 — 2005
Bachelor's of Entertainment and Sports Promotions/ Business Management, Marketing, Math/Science
HomeBridge Financial Services, Inc. September 2014 - Present
UNITED NORTHERN MORTGAGE BANKERS/SENIOR SECURITY ADVISORS April 2014 - September 2014
Associated Mortgage Bankers, Inc July 2013 - April 2014
Liberty Home Equity Solutions, Inc. (formerly known as Genworth Financial Home Equity Access) September 2011 - June 2013
Wells Fargo Bank 2008 - 2011
BNY Mortgage Company LLC, a joint venture bet The Bank of New York & EverBank 1994 - 2007
Skills
Reverse Mortgages, Mortgage Banking, FHA, Mortgage Lending, Loan Origination, Sales, Loans, VA loans, Refinance, Residential Mortgages, Mortgage Marketing, Certified Mortgage..., USDA, FHA financing, HUD, Credit, Leadership, Credit Analysis, Government Loans, Underwriting, Real Estate, Mortgage Underwriting, Financial Advisory, Finance, Banking, FHA Financing, VA Loans
Education
Ocean County College
Axis Teknologies 2012 - Present
Galbraith Management Consultants February 1991 - Present
The Huffington Post 2009 - Present
Forbes Magazine 2011 - 2014
IMD 1996 - 1999
Wells Fargo Bank April 1990 - April 1991
Karsten Realty Advisors April 1985 - April 1990
Skills
Organizational Design, Business Management, Management Consulting, Budgeting, Executive Coaching, Operations Management, Start-ups, Project Management, Management, Strategy, Public Speaking, Budgets, Leadership, Investments, Human Resources, Consulting, Marketing, Strategic Planning, Cross-functional Team..., Process Improvement, Public Relations, Program Management, Business Strategy, Product Development, Strategic Partnerships, Myers-Briggs Certified, Business Planning, Business Development
Education
Kellogg School of Management 2012 — 2012
Executive program, Corporate Governance
1997 — 2004
Ph.D., Economic Sciences, Business Management
University of Southern California - Marshall School of Business 1987 — 1989
MBA, Business
University of California, Berkeley 1977 — 1981
Bachelor, Genetics
Wells Fargo Bank May 2012 - Present
Wells Fargo March 2008 - May 2012
Wells Fargo May 2005 - March 2008
Skills
Banking, Small Business Lending, Consumer Lending, Credit, Loans, Lines Of Credit, Retail Banking, Portfolio Management, Loan Origination
Education
Northwest Missouri State University 2001 — 2005
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Northwest Missouri State University 2001 — 2005
Bachelor's degree, Marketing
Personal Capital 2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated 2012 - 2013
MassMutual Financial Group 2011 - 2012
Wells Fargo Bank 2009 - 2011
Northwestern University 2008 - 2009
Northwestern University 2007 - 2009
BH Management Services, Inc. 2007 - 2007
Vector Marketing 2006 - 2006
Habitat for Humanity International 2006 - 2006
Skills
Financial Services, Insurance, Wealth Management, Retirement, Business Analysis, Fixed Annuities, Life Insurance, Sales, Estate Planning, Real Estate, Disability Insurance, Commercial Banking, 401k, Analysis, Asset Allocation, Asset Management, Banking, Finance, Financial Advisory, Fixed Income, Investment Advisory, Investment Banking, Investment Management, Investment Strategies, Leadership, Loans, Mutual Funds, Program Management, Portfolio Management, Securities, Retirement Planning, Series 63, Small Business, Series 7, Strategic Financial..., Valuation, CRM, Credit, Alternative Investments, Financial Modeling, Equities, Financial Analysis, Investments, Training
Education
Northwestern University 2014 — 2014
Certified Financial Planner (CFP) Certificate, Financial Planning and Services
Northwestern University 2005 — 2009
Bachelor of Arts, American Studies Honors Program; History, Americas Concentration
Theodore Roosevelt High School 2001 — 2005
High School Diploma
Wells Fargo Bank June 2013 - Present
Southern Commerce Bank September 2009 - February 2013
National Housing Trust June 2000 - December 2006
Skills
Branch Management, Employee Training, Training Needs..., Candidate Selection, Group Presentations, Group Training, Training Delivery, Budget Management, New Hire Orientations, Exit Interviews, Employee Learning &..., Manage Human Resources..., Cash Management, Sales Management, Marketing Strategy, Branch Banking, Consumer Lending, Relationship Management
Education
Valencia College 2015 — 2015
Human Resources - Continuing Education, Employment Law Fundamentals - Online
Nova Southeastern University 2002 — 2004
Master of Science (MSc), Human Resource Management
University of the West Indies, Mona 1995 — 1999
Bachelor of Science (BSc), Accounts and Management Studies
Local Corporation September 2011 - Present
Dingley Press March 2008 - October 2011
Bonney Staffing Agency December 2007 - March 2008
Wells Fargo Home Mortgage August 2007 - November 2007
Wells Fargo Bank July 2006 - August 2007
Liberty Northwest Insurance February 2000 - July 2006
Teen Mania Ministries 1999 - 2000
Skills
Policy, Payroll, E-commerce, Networking, Market Research, Team Building, Sales, Management, Purchasing, Mergers & Acquisitions, Microsoft Office, Lean Manufacturing, Pricing, Manufacturing, Time Management, Lead Generation, Analysis, Strategy, New Business Development, Online Marketing, Strategic Partnerships, Project Management, Selling, Customer Service, CRM, Project Planning, Outlook, Account Management, Recruiting, Administrative..., Employee Benefits, Team Leadership, Salesforce.com, SEM, Online Advertising, Microsoft Excel, Budgets, Training, Leadership, Google Analytics, Access, Marketing, Email Marketing, Talent Acquisition, Start-ups, SEO, Accounts Receivable, Direct Marketing, B2B, Negotiation
Education
Kelso High School 1995 — 1997
Lower Columbia Community College
Northwest Nazarene University
Krav Maga and Fitness of Glendale, AZ December 2013 - Present
Wells Fargo Bank May 2012 - November 2013
Wells Fargo May 2011 - April 2012
COMSYS (consulting at Wells Fargo Bank) 2009 - May 2011
DHL 2006 - 2009
DHL 2004 - 2006
DHL Information Services(Americas) 2001 - 2004
Danzas AEI 2000 - 2002
Air Express International 1999 - 2000
Skills
Program Management, Leadership, Process Improvement, Integration, Vendor Management, Business Process..., Management, Supply Chain Management, Solution Architecture, Project Management, Logistics, Change Management, Operations Management, Cross-functional Team..., Transportation, Freight Forwarding, IT Solutions, EDI, XML, RosettaNet
Education
Nova Southeastern University 1997 — 1999
MIBA - International Business, Business Administration/International Business
Wells Fargo June 2013 - Present
Wells Fargo December 2010 - December 2012
Desert Schools Federal Credit Union April 2008 - September 2009
Wells Fargo 2002 - 2009
Wells Fargo Bank November 1998 - May 2001
Bank One Service Corporation April 1998 - September 1998
Logica 1987 - 1998
First National Bank of Chicago 1983 - 1987
Sears Holdings Corporation 1981 - 1983
Round Lake Area Schools 1978 - 1980
Skills
Business Process, Core Banking, Business Analysis, PMP, Analysis, Excel, PowerPoint, Microsoft Office, Requirements Analysis, MS Project, Microsoft Excel, Software Development, Management, Project Planning, Project Management, Process Improvement, Team Leadership, Banking, Operations Management, Business Process..., Change Management, Team Building, Business Requirements, Risk Management, Leadership, Program Management, Vendor Management, Visio, SDLC, PMO, Software Project..., Requirements Gathering, SharePoint, Project Portfolio..., Software Documentation, Quality Assurance, Business Intelligence, User Acceptance Testing, Integration, IT Strategy, Consulting, Cross-functional Team..., Resource Management, IT Management, Disaster Recovery, Project Delivery, Agile Project Management, Testing, Agile Methodologies
Education
Northwestern University - Kellogg School of Management 1984 — 1987
MBA, Finance and Management Information Systems
Northwestern University 1974 — 1978
BME, Music Education
Wells Fargo 2015 - Present
Wells Fargo 2014 - 2014
New York Life Insurance Company 2013 - 2013
Wells Fargo Bank 2007 - 2012
City of Houston 2006 - 2006
Tiger Holdings, Inc March 2002 - January 2005
Skills
Modern Standard Arabic, Arabic, Diplomacy, Terrorism, Emergency Response to..., International Relations, International Trade, International Trade..., International Liaison, Liaison, International Travel, Sales, Sales Management, Sales Operations, Operations Management, Management, Investments, Investment Banking, Investment Sales, Business Banking, Business Sales, Personal Finance, State & Local..., Relationship Management, Business Relationship..., Commercial Banking, Customer Service, Public Speaking, Leadership
Education
Norwich University 2010 — 2012
MA Diplomacy
University of Houston 2005 — 2006
BS International Economics, Minor: Middle Eastern Studies, Arabic Language
Texas A&M University 1997 — 2000
Genetics, Economics
Wells Fargo Bank Project ManagerWells Fargo2006 - Present
First Interstate Bank 1982 - 1995
First Interstate Bank 1982 - 1995
Skills
SDLC, Vendor Management, Risk Management, PMO, Data Warehousing, PMP, Business Analysis, Software Project..., Business Requirements, Requirements Analysis, Requirements Gathering
Education
Occidental College 1970 — 1973
BA, Psychology, Sociology, Anthropology
Pepperdine University 1972 — 1972
PlanMember Financial Corporation June 2013 - Present
PlanMember Financial Corporation March 2011 - June 2013
Whittier College August 2010 - November 2010
Orange County Blue Stars: Advanced Soccer Media March 2010 - October 2010
Wells Fargo Bank July 2007 - March 2009
Wells Fargo October 2007 - August 2008
Notre Dame de Namur University January 2007 - May 2008
Skills
Social Networking, Public Relations, Marketing Communications, Marketing Strategy, Marketing, Event Management, Advertising, Market Research, Non-profits, Account Management, Sales, Marketing Management, Press Releases, Community Outreach, Social Media Marketing, Event Planning, Coaching, Social Media, Microsoft Office, Customer Service, PowerPoint, Public Speaking, Nonprofits, Research, Recruiting, Management
Education
Notre Dame de Namur University 2007 — 2009
BS, Marketing Management
Notre Dame de Namur University
Bachelor of Science (B.S.), Business Management with a concentration in Marketing
Tides Foundation May 2007 - October 2007
Physicians for Reproductive Choice and Health August 2003 - March 2007
The Commonwealth Fund May 2002 - July 2003
Family Violence Prevention Fund November 1998 - April 2002
Gay and Lesbian Medical Association July 1997 - August 1998
National Sexuality Resource Center 1997 - 1998
First Defense Legal Aid August 1996 - July 1997
Wells Fargo Bank November 1992 - July 1996
Education
University of California, Berkeley 1989 — 1993
BA
University of California, Berkeley 1987 — 1989
BA
Northwestern University
MA
Trustconsult June 1995 - Present
Wells Fargo Bank June 1981 - May 1994
Education
Northwestern University 1976 — 1979
Graduate Degree, Trust Administration
Wells Fargo Bank July 2008 - Present
Wells Fargo Bank September 2005 - June 2008
CMP Media 1997 - 2005
Skills
Business Development, Sales, Commercial Lending, Commercial Banking, Credit, Loans, Banking, Credit Analysis, Small Business Lending, Treasury Management, Mortgage Lending, Lines Of Credit, Cash Management, Credit Risk, Loan Origination, Cross Selling, Customer Service, Strategy, Investments, Risk Management, Relationship Management, Project Management, Finance, Underwriting, Financial Analysis, Account Management
Education
College of Commercial Credit
Notre Dame de Namur University
Bachelor of Business Administration (BBA), Accounting and Finance, Magna Cum Laude
Moodys
Commercial Lending Certification
Raymond James Bank October 2013 - Present
The PrivateBank August 2011 - October 2013
Wells Fargo Bank May 2010 - August 2011
Fifth Third Bank October 2008 - April 2010
US Trust March 1996 - July 2008
LaSalle Bank 2002 - 2007
Standard Federal Bank 1995 - 1999
Skills
Loans, Credit, Mortgage, Banking, Purchase, Mortgage Lending, Refinance, Finance, Investment Properties, Loan Origination, Commercial Lending, Residential Homes, Investments, Sales, Real Estate, Portfolio Management, Financial Analysis, Residential Mortgages, Underwriting, Mortgage Banking, Sales Management, Credit Analysis, FHA, Risk Management, Financial Services, Consumer Lending, Commercial Banking, Small Business Lending, Real Estate Financing, Asset Management, Construction Loans, Corporate Finance, VA loans, Credit Risk, USDA, Relationship Management, Wealth Management, Commercial Mortgages, Strategic Financial..., Real Estate Economics, Retail Banking, Reverse Mortgages, FHA financing, Financial Planning, VA Loans
Education
Walsh College of Accountancy and Business Administration 1993 — 1997
Master's degree, Banking, Corporate, Finance, and Securities Law
Northwood University 1987 — 1991
Bachelor, Business Administration/Management
Wells Fargo November 2012 - Present
Wells Fargo Bank November 2002 - November 2012
Perot Systems Corporation June 1997 - April 2003
UBS 1998 - 2001
Bank of America October 1983 - June 1997
Transamerica Insurance Group July 1977 - October 1983
Skills
2nd Tenor, Pianist, Timpanist, Physical Data Modeling, Logical Data Modeling, Solution Architecture, Data Warehousing, Database Administration, Data Analysis, Database Design, ETL Tools, Data Mining, Ab Initio, Teradata Data Warehouse, Music Theory, Microstrategy, Tableau, Business Objects, ETL, Business Intelligence, Databases, Business Analysis, Oracle, Data Quality, Teradata, Data Integration, Leadership, Enterprise Software, Performance Tuning, Enterprise Architecture, Big Data, Data Warehouse..., Analysis, SDLC
Education
Occidental College 1969 — 1976
BA, MA, American Studies, Music
Goethe Institute @ Prien Am Chiemsee 1974 — 1974
none, German language school
Westtown School 1966 — 1969
High School
www.marciaschatz.com 2011 - Present
Outsource Resource Group June 2009 - Present
Wells Fargo Bank 2004 - 2008
Skills
Selling, Strategic Planning, Voice over, Voice Acting, Design and development..., Corporate Training, Marketing Strategy, Voice Over, Acting, Training, Entrepreneurship, Organizational..., Leadership Development, Executive Coaching, Leadership, Program Management, Public Speaking, Coaching, Strategy, Marketing, Team Building, Social Media Marketing, Social Media, Management, Start-ups
Education
Voice One 2011 — 2013
Commercials, Narration, and Acting
Northwestern University - Kellogg School of Management
Masters in Management, Business
The Pennsylvania State University
Bachelor of Science Speech Pathology and Audiology
Wells Fargo Bank November 2002 - Present
Bank One February 1997 - November 2002
Skills
Portfolio Management, Credit, Banking, Cross Selling, Loans, Foreign Exchange, Risk Management, Financial Analysis, Treasury Management, Cash Management, Commercial Lending, Capital Markets
Education
Saint Louis University 2005 — 2007
EMIB, Executive Master International Business
Northwest Nazarene University 1989 — 1991
Bachelor of Arts, Business Administration
Loring Ward July 2014 - Present
Intuit March 2009 - December 2013
Wells Fargo & Co. 2005 - 2009
Wells Fargo Bank February 2002 - January 2005
Charles Schwab September 2000 - February 2002
Charles Schwab January 1998 - September 2000
Charles Schwab January 1993 - January 1998
Skills
Strategy, Financial Services, Strategic Partnerships, Business Strategy, Program Management, Executive Management, Business Development, Management, Leadership, Business Intelligence, Analytics, Process Improvement, Marketing Strategy, CRM, Product Management
Education
Northwestern University - Kellogg School of Management
CoBank Capital Markets February 2010 - Present
JPMorgan Chase July 2009 - March 2010
Wells Fargo Securities March 2006 - June 2009
Wells Fargo Bank September 2005 - March 2006
Wells Fargo Bank June 2003 - September 2005
Skills
Financial Modeling, Capital Markets, Credit Analysis, Portfolio Management, Credit, Loans, Valuation, Financial Analysis, Fixed Income, Investment Banking, Equities, Corporate Finance, Investments, Series 7, Asset Managment, Underwriting, Banking, Commercial Banking, Risk Management, Due Diligence
Education
Northwestern University 1999 — 2003
Bachelor of Science (B.S.), Economics, Org. Change, History
Wells Fargo November 2012 - Present
Wells Fargo September 2001 - November 2012
Wells Fargo Home Mortgage October 1999 - September 2001
Wells Fargo Home Mortgage April 1998 - October 1999
Wells Fargo Bank March 1996 - March 1998
Wells Fargo Bank December 1994 - March 1996
Perkins Restaurant January 1993 - December 1994
Skills
Software Documentation, Training, Leadership, Captivate, Policy, Credit, Time Management, Program Management, Learning Management, Process Improvement, Customer Service, Web Development, Instructional Design, Project Management, SQL, Vendor Management, Blended Learning, Management, SharePoint, Technical Writing, Requirements Gathering, Coaching, E-Learning, Visio, Requirements Analysis, Databases, SDLC, ADDIE
Education
Northwest Missouri State University 1990 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
Iowa Lakes Community College 1988 — 1989
Emmetsburg High School
Wells Fargo March 2013 - Present
Wells Fargo Bank June 2005 - February 2013
Wells Fargo 2002 - May 2005
Banc of America Securities 2000 - 2001
Banc of America Securities 1994 - 1999
Continental Bank 1981 - 1995
Skills
Credit Analysis, Commercial Banking, Commercial Lending, Loans, Credit
Education
Northwestern University - Kellogg School of Management
Masters of Management, Finance and Management
University of Wisconsin-Madison
Bachelors of Business Administration, Finance and International Business
Wells Fargo Bank Wells Fargo Bank - Technology ManagerWells Fargo2010 - Present
Skills
Banking, Financial Services, Program Management, Risk Management, Credit Risk, Strategy, Requirements Gathering, Vendor Management, SDLC, Process Improvement, Business Analysis, Credit Analysis, Portfolio Management, Software Project..., Cross-functional Team..., Requirements Analysis, Leadership
Education
Occidental College 1972 — 1976
PricewaterhouseCoopers Limited June 2014 - Present
SAS Institute Inc April 2009 - May 2014
Citicorp North America Inc September 2004 - March 2009
Central Bank of Argentina November 2003 - August 2004
Wells Fargo Bank June 2003 - October 2003
Superintendency of Banks May 1999 - August 2001
Andersen Consulting March 1997 - May 1999
Skills
Risk Management, Analytics, Business Intelligence, Strategy, Financial Risk, Banking, Credit Risk, Business Strategy, Analysis, SAS, Portfolio Management, Product Management, Forecasting, Operational Risk..., Business Analysis, Financial Services, Management, Financial Analysis, Information Management, Finance, Credit, Management Consulting, International Sales, Consulting, Training Delivery, Private Banking, International Banking...
Education
Global Association of Risk Professionals 2011 — 2011
International Certificate in Banking Risk and Regulation (ICBRR), International Risk Management
Northwestern University - Kellogg School of Management 2001 — 2003
Master of Business Administration, Finance
Universidad Nacional de La Plata 1991 — 1996
Lic en Administracion, Business Administration
Wells Fargo Bank 2007 - Present
Wells Fargo 2001 - 2007
Wells Fargo Bank 2000 - 2001
Wells Fargo Bank 1997 - 2000
Wells Fargo 1996 - 1997
Wells Fargo 1995 - 1996
Skills
Analysis, Financial Modeling, Analytics, Banking, Budgeting, Excel, PowerPoint, Financial Management, Business Statistics, Brio, Essbase, Microsoft Excel, Managerial Finance, Financial Services, Budgets, Brio Query, Finance, Business Intelligence, SAS, Financial Analysis, Forecasting, Databases, Strategic Financial..., Credit, Strategy, Mergers & Acquisitions, Management, Corporate Finance, Competitive Analysis, Leadership, Accounting, Project Management
Education
University of California, Berkeley - Walter A. Haas School of Business 1993 — 1995
Masters, Business Administration and Management, General
Oberlin College 1986 — 1990
Bachelor of Arts, East Asian Studies
Prospect Mortgage, LLC 2012 - Present
The Training Associates 2012 - 2012
TrainingFolks 2012 - 2012
Computer Training International CTI-Ellen Zissler 2009 - 2012
Wells Fargo Bank June 2006 - December 2011
Metrocities Mortgage 2002 - 2006
Skills
Leadership Development, Banking, Retail Banking, Mortgage, Staff Development, Instructor-led Training, Change Management, Coaching, Leadership, Training Delivery, Mortgage Lending, Management, Training, Team Building, Instructional Design, Vendor Management, Program Management, Sales, Employee Training, Onboarding, Performance Management, Workshop Facilitation, Recruiting, Talent Management, Organizational..., Interviews, Human Resources, Needs Analysis, Organizational..., Executive Coaching, Employee Relations, Talent Acquisition, Consulting, Credit, Mortgage Banking, Loans, Loan Origination, Residential Mortgages
Education
Occidental College
Occidental College
Wells Fargo Bank March 2002 - Present
Education
Northwestern College 1990 — 2005
Mediaocean June 2010 - Present
ID Media September 2003 - May 2010
JTC Advertising 2001 - 2002
Starcom MediaVest Group 2000 - 2001
Citizens Business Bank 1997 - 2000
City National Bank 1994 - 1997
Wells Fargo Bank 1989 - 1994
Skills
Online Advertising, Digital Marketing, Integrated Marketing, Radio, Media Planning, Media Buying, Lead Generation, Online Marketing, Broadcast, Digital Media, Digital Strategy, Mobile Marketing, SEM, Interactive Marketing, Advertising, Email Marketing
Education
Northwestern University 1984 — 1989
Bachelor of Arts (B.A.), Political Science
Northwestern University 1984 — 1989
Bachelor of Arts (B.A.), Music Theory & Composition
Wells Fargo Bank January 2007 - Present
CSAA August 2005 - December 2006
Gap Inc. June 2003 - July 2004
MCI 1999 - 2004
MFS February 1993 - February 1999
Union Pacific Railroad January 1990 - January 1993
City and County of Odessa, Regional Transportation Management Agency 1978 - 1989
Skills
User Acceptance Testing, Quality Assurance, Business Requirements, Testing, Test Planning, Regression Testing, Test Cases, Test Strategy, Integration Testing, Integration, Quality Center, Databases, Software Quality..., SDLC, Software Development, Web Services, Web Applications, Waterfall, Test Automation, Agile Methodologies, System Testing, Analysis, Requirements Gathering, JIRA, Selenium, HP Quality Center
Education
Odessa National 'I.I. Mecnikov' University
MS, Math & Computer Science
Duff & Phelps 2010 - Present
Wells Fargo Securities 2007 - 2009
Wells Fargo Bank 2005 - 2007
Golf Digest June 2004 - September 2004
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Capital Markets, Financial Analysis, M, DCF, Series 7, Capital IQ, LBO, Investments
Education
Northwestern University 2001 — 2005
B.S., Economics and Journalism
Wells Fargo Bank 2008 - Present
Wachovia Bank August 2008 - October 2009
Wachoiva Bank 1998 - 2008
CSX Transportation February 1987 - October 1998
Skills
Banking, Financial Services, Relationship Management, Commercial Banking
Education
Nova Southeastern University 1996 — 1998
MBA, Business Administration
Old Dominion University 1982 — 1986
BS, Computer Science
Nuveen Investments February 2012 - Present
Nuveen Investments May 1999 - March 2012
Wells Fargo Bank May 1997 - April 1999
Skills
Series 7, Mutual Funds, Asset Managment, Series 63, Separately Managed...
Education
Northwestern University - Kellogg School of Management 2007 — 2010
MBA
University of Dayton 1993 — 1997
Carmel High School 1989 — 1993
Wells Fargo Bank October 2005 - Present
Wells Fargo Bank August 2000 - October 2005
Cigna Retirement & Investment Services November 1997 - August 2000
E.D. & F. Man International January 1996 - November 1997
Thomson McKinnon Securities/Prudential Securities July 1988 - January 1996
Skills
Asset Allocation, Portfolios, Portfolio Management, Wealth Management, Investment Strategies, Equities, Asset Management, Investments, Bonds, Mutual Funds, Investment Advisory, Wealth, Derivatives, Currency, Retirement, Securities, Annuities, Investment Management, Retirement Planning, Relationship Management
Education
Northwestern University - Kellogg School of Management 1999 — 2002
Master of Business Administration (MBA), Finance, Strategy, 3.8
Northwestern University 1984 — 1988
Bachelor of Arts (B.A.), Economics, 3.4
SESAC April 2014 - Present
Wells Fargo Bank January 2008 - July 2008
Greater Bay Bank 2007 - 2008
City of Newark September 2001 - October 2007
UCLA School of Law Fellows Program January 2007 - June 2007
Skills
Banking, Credit, Commercial Lending, Commercial Banking, Customer Service, Management, Microsoft Office, Public Speaking, Social Media, Microsoft Excel, Event Planning, Research, Legal Writing, Legal Research, Credit Analysis, Risk Management, Underwriting, Portfolio Management, Cash Management, Financial Analysis, Loans, Mergers & Acquisitions, Small Business Lending, Relationship Management, Retail Banking, Asset Based Lending
Education
University of West Los Angeles 2009 — 2013
Doctor of Law (J.D.), Law
Notre Dame de Namur University 2003 — 2007
Bachelor of Science (BS), Politica Science & History
Western State University College of Law
Wells Fargo January 2015 - Present
Wells Fargo February 2013 - January 2015
Wells Fargo Bank March 2010 - January 2013
Bank Of America March 2007 - March 2010
Cintas March 2004 - March 2007
Skills
Banking, Operations Management, Six Sigma, Customer Service, Credit, Conflict Management, Change Management, Financial Transactions, Employee Training, Troubleshooting, Financial Reporting, Expense Reports, Performance Management, Key Performance..., Personnel Management, AS400 Administration, Hogan Assessments, SVT, Strategic Planning, Data Analysis, Leadership, Business Development, Coaching, Human Resources, Sales, Program Management, Customer Retention, Strategy, Team Building, Management, Marketing, Loans
Education
Nova Southeastern University 2002 — 2004
MBA, Business Administration and Management, General, 3.96
University of South Florida 1995 — 1999
BS, Criminology/Psychology, 3.5
Delta Dental August 2013 - Present
Wells Fargo September 2008 - December 2011
Wells Fargo Bank October 2004 - September 2008
Visa May 2000 - February 2003
JPMorgan Chase May 1999 - May 2000
American Airlines January 1997 - May 1999
American Airlines June 1996 - December 1996
American Airlines May 1992 - January 1996
American Airlines August 1991 - May 1992
American Airlines August 1990 - August 1991
Skills
Strategic Planning, Loyalty Marketing, Marketing, Program Management, Spanish, Localization, CRM, Management, Strategy, Direct Marketing, Entrepreneurship, Marketing Communications, Process Improvement, Project Management, Sales, Product Marketing
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MMA, Marketing
University of California, Berkeley 1981 — 1986
BA, Sociology
UC Berkeley
Sociology and Spanish
JP Morgan Chase October 2001 - Present
Wells Fargo Bank April 1997 - October 2001
Bank of America February 1987 - April 1997
Skills
Banking, Commercial Banking, Credit, Financial Services, Treasury Management, Risk Management, Commercial Lending, Cash Management, Portfolio Management, Credit Risk, Relationship Management, Credit Analysis, Fixed Income
Education
The University of Chicago - Booth School of Business
MBA, Finance and Marketing
Northwestern University
BSS, Communications and Theatre Arts
Wells Fargo Capital Finance 2014 - Present
Chicago HOPE 2006 - Present
Wells Fargo Capital Finance 2012 - 2014
Wells Fargo Capital Finance June 2011 - June 2012
Wells Fargo Bank December 2010 - June 2011
Wells Fargo July 2008 - December 2010
Skills
Portfolio Management, Financial Modeling, Credit, Finance, Underwriting, Mergers & Acquisitions, Financial Analysis, Credit Analysis, Banking, Leveraged Finance, Capital Markets, Valuation, LBO, Commercial Lending, Sandwiches, Management, Leadership, Corporate Finance
Education
Northwestern University 2004 — 2008
BA, Economics and Psychology
University of Chicago 2009 — 2010
Accounting
Totino Grace
Banking & Financing Consulting April 2012 - Present
Bank of America April 2011 - April 2012
Financial Consulting August 2008 - April 2011
Wells Fargo Bank July 2007 - July 2008
West Fab. Manufacturing inc. June 2006 - June 2007
Wells Fargo December 2005 - June 2006
Nazgol Veg., OIl Company December 1999 - November 2005
Bank Melli January 1995 - December 1999
Skills
Financial Analysis, Human Resources, Banking, Leadership, Cash Management, Credit, Managerial Finance, Customer Service, Mortgage Lending, Loans, Management, Real Estate, Competitive Analysis, Insurance, Retail, Cash Flow, Commercial Lending, New Business Development, Time Management, Networking, Start-ups, Sales Operations, Sales, Credit Cards, Marketing, Cold Calling, Process Improvement, Small Business, Purchasing, Selling, Accounting, Lines Of Credit
Education
Notre Dame de Namur University 1984 — 1985
MBA, Business Management & Economy
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
Wells Fargo Bank May 1999 - Present
Pinnacle Bank October 1992 - August 1998
Skills
Loan Servicing, Banking, Loans, Credit, Mortgage Lending, Consumer Lending, Financial Analysis, Portfolio Management, Risk Management, Microsoft Excel, Research, Investor Reporting, Highly detail oriented, Analytic Thinking
Education
The University of South Dakota 2012 — 2015
Master of Business Administration (MBA)
The University of South Dakota 1995 — 1997
Bachelors, Business Management
Northwest College 1992 — 1995
Associates, Business Administration
Wells Fargo Bank Credit Management Group February 2013 - Present
Wells Fargo Bank July 2005 - February 2013
Bank of America 1998 - 2001
Skills
Commercial Banking, Commercial Lending, Banking, Small Business Lending, Portfolio Management, Relationship Management, Credit Analysis, Credit, Management, Financial Analysis
Education
Northwood University 1998 — 2000
Business Management, Business Administration and Management, General
Chestnut Electric Corp. November 2006 - Present
Wells Fargo Bank September 2004 - May 2005
Marie Callender's - Tucson, AZ January 2004 - September 2004
Skills
Customer Service, Microsoft Excel, Management, Accounts Receivable, Accounts Payable, Payroll, QuickBooks, Invoicing, Accounting, Bookkeeping, Bank Reconciliation, General Ledger, Advertising, Marketing, Microsoft Word, Outlook, Social Media, Team Building
Education
Norwalk Community College 1999 — 2001
University of Connecticut 1998 — 1999
Wells Fargo Bank July 2009 - Present
Wells Fargo Bank February 2008 - July 2009
Wells Fargo Bank July 2005 - January 2008
Quest Capital Strategies July 2004 - July 2005
Stec- Steadfast Technics January 2004 - January 2005
Skills
Investments, Investment Management, Securities, Wealth Management, Asset Allocation, Portfolio Management, Mutual Funds, Equities, Alternative Investments, Asset Management, Fixed Income, Credit, Banking, Loans, Risk Management, Finance
Education
Obafemi Awolowo University 1994 — 1998
Bsc, Economics
Columbus Capital Lending November 2014 - Present
PMAC Lending Services Inc. April 2014 - October 2014
Digital Risk, LLC September 2012 - September 2013
NACA January 2012 - August 2012
Helping Now Network March 2011 - January 2012
MetLife Home Loans August 2010 - March 2011
M Source Training and Consulting March 2008 - November 2010
Wells Fargo Bank May 2009 - August 2009
Community Central Bank April 2000 - October 2006
Shore Mortgage April 1999 - April 2000
Skills
FHA, Mortgage, Loans, Post Closing, Compliance, Insurance, Conforming, Mortgage Lending, USDA, VA, VA loans, Mortgage Industry, Refinance, Mortgage Banking, Conventional, Home Equity, Residential Mortgages, Loan Origination, Credit, Origination, First Time Home Buyers, Mortgage Planning, Rates, FHA financing, Credit Analysis, Non-Conforming, Referrals, Investment Properties, Home, Loan Structuring, First Time Buyers, Credit Risk, Residential, Investors, Purchase, Foreclosures, Underwriting, Mortgage Underwriting, Real Estate, FHA Financing
Education
Oakland Community College 1989 — 1992
Business Management
BB&T 2015 - Present
Wells Fargo Bank 2007 - 2014
JPMorgan Chase 2000 - 2007
PNC 1984 - 2000
Education
Northwestern University - Kellogg School of Management
MBA, Finance
University of Pennsylvania
Bachelor of Arts (BA)
SWBC – South West Business Corp August 2010 - Present
Wells Fargo Bank January 2005 - January 2010
Consultis Information Technology January 2004 - January 2005
Washington Mutual Bank June 2001 - August 2004
Washington Mutual Bank January 2000 - January 2004
Rocky Mountain Chocolate Factory January 1999 - January 2000
Skills
Call Centers, Lotus Notes, Troubleshooting, Visio, Citrix, ITIL, Computer Hardware, Software Documentation, SharePoint, Vendor Management, Software Installation, Windows, Management
Education
Hallmark College of Technology
Northwest Vista College
San Antonio College
Tom C Clark High School
6 Windsor Rd LLC 2008 - Present
Career Prospectors 2015 - Present
Wells Fargo Bank August 2011 - April 2015
Wachovia Bank, a Wells Fargo Company July 2008 - August 2011
Wachovia Corporation July 2003 - July 2008
Wachovia Bank, NA August 1999 - July 2003
United States Marine Corps Reserve 1998 - 1999
United States Marine Corps Reserve 1997 - 1998
United States Marine Corps Reserve 1995 - 1997
United States Marine Corps 1989 - 1994
Skills
Risk Management, Analysis, Leadership, Process Improvement, Budgets, Operations Management, Team Building, Financial Analysis, Program Management, Strategic Planning, Management, Insurance, Project Planning, Team Leadership, Customer Service, Leadership Development, Due Diligence, New Business Development, Microsoft Office, Organizational..., Microsoft Excel, Asset Managment, ris, Training, Business Analysis, Forecasting, Financial Reporting, Strategy, Business Planning, Security Clearance, Business Development, Coaching, Logistics, Microsoft Word, Business Process..., Managerial Finance, Mergers & Acquisitions, Accounting, Cross-functional Team..., Asset Management, Public Speaking, Military, Project Management, Executive Management, Change Management
Education
Norwich University 1979 — 1983
BS, Business Administration
New York Military Academy 1978 — 1979
Northwestern Mutual August 2009 - Present
Wells Fargo Bank August 2008 - March 2009
Pasta Pomodoro April 2004 - July 2008
Education
Notre Dame de Namur University 2002 — 2006
B.S., Business Administration, Political Science
Huntington National Bank December 2012 - Present
Wells Fargo Bank February 2004 - December 2012
Busey Bank 2001 - December 2003
TCF Bank 1999 - 2001
Skills
Credit, Banking, Loans, Portfolio Management, Credit Analysis, Commercial Lending, Credit Risk, Finance, Financial Analysis, Relationship Management, Financial Services, Treasury Management, Financial Modeling, Small Business Lending
Education
Oakland University 1996 — 2000
Bachelor of Science (BS), Finance
Wells fargo bank January 2010 - Present
Wells Fargo Bank September 2002 - January 2010
Skills
Credit, Banking, Mortgage Lending, Retail Banking, Loans, Consumer Lending, Small Business Lending, Cross Selling, Customer Service, Sales, Loan Origination, Mortgage Banking, Cash Management, Lines Of Credit, Finance, Risk Management, Customer Retention, Refinance, Microsoft Excel, Credit Risk, Cold Calling, Credit Cards, Outlook, Team Building, Leadership, Team Leadership, Customer Experience, Relationship Management, Customer Satisfaction, Retail, Direct Sales
Education
Northwest Missouri State University 1997 — 2001
BS, Business Mgt
Wells Fargo Bank March 1994 - Present
Skills
Employee Relations, Onboarding, Succession Planning, Talent Acquisition, Sales, Organizational..., Talent Management, Recruiting, Customer Service, Human Resources, Performance Management, Applicant Tracking..., Event Planning
Education
Oakwood College
Bachelor of Science (B.S.), Business Education
Roger C. Perry & Co. February 1995 - Present
Columbus Apartment Association January 2012 - December 2013
Northland Alliance 2000 - 2005
Kohler Co. 1993 - 1995
Wells Fargo Bank 1989 - 1991
Skills
Real Estate, Strategic Planning, Property Management, Marketing, Public Relations, Sales, Strategic Partnerships, Affordable Housing, Apartments, Investment Properties, Investments, Real Estate Development, Real Estate Economics, Public Speaking, Contract Negotiation
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MBA, Finace and Marketing
University of California, Davis 1984 — 1988
BA, Economic
Diversified Systems February 2013 - Present
Snader and Associates March 2008 - February 2013
Wells Fargo Bank July 2007 - February 2008
Rohi Alternative Community Outreach May 2006 - June 2007
Skills
Inventory Management, Customer Service, Excel, Microsoft Office, Inside Sales, Purchasing, Database Management, Sage CRM, Shipping, Receiving, Order Entry, Sales Order Processing, Money Handling, Project Coordination, Microsoft Excel, Distribution Center..., Microsoft Word, Sales, Training
Education
Notre Dame de Namur University 2005 — 2007
BS, Management and Marketing
Wells Fargo Bank September 2010 - Present
Education
Obafemi Awolowo University 1994 — 1999
Bachelors, Psychology
Peapack-Gladstone Bank Private Banking since 1921 August 2014 - Present
Wells Fargo Bank October 2007 - August 2014
BNI 2012 - 2012
Equity Source Home Loans, LLC November 2006 - October 2007
New York Mortgage Company November 2005 - November 2006
Access Mortgage December 2003 - November 2005
Warthen Appraisal Associates February 2003 - December 2003
Sovereign Bank April 2000 - February 2003
Skills
Credit, Mortgage Lending, Loans, Sales, Loan Origination, Underwriting, Finance, Cash Flow, Refinance, Forecasting, Management, Analysis, Residential Mortgages, Mortgage Banking, Strategic Planning, Financial Risk, Sales Management, Negotiation, Small Business Lending, Financial Services, FHA, Retirement Planning, FHA financing, VA loans, Risk Management, Customer Service, Multi lingual..., Notary Public., Manages High Value..., Develops and maintains..., lpl life insurance, Life Insurance
Education
Central Regional High School 1989 — 1993
Ocean County College
Business and Personal/Financial Services Marketing Operations
US Department of Treasury 2006 - Present
Wells Fargo Bank 2005 - 2006
Deloitte & Touche 2002 - 2005
Arthur Andersen 1998 - 2002
Mutual of Omaha 1997 - 1998
Education
Northwest Missouri State University 1992 — 1996
BS, Accounting
Wells Fargo July 2003 - Present
Wells Fargo Bank 2003 - Present
Skills
Data Warehousing, RMAN, ETL, Oracle RAC, Data Modeling, SQL Tuning, Oracle, Performance Tuning, Unix Shell Scripting, Data Guard, Solaris
Education
Notre Dame de Namur University 1994 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo Bank June 2010 - Present
Chevy Chase Bank September 2003 - May 2010
AIESEC 1992 - 2001
Skills
Credit, Banking, Sales, Sales Management, Leadership Development, Strategic Leadership, Change Management, Business Analysis, Management, New Business Development, Team Building, Strategy, Cross Selling, Budgets, Business Development, Team Leadership, Risk Management, Business Strategy, Mortgage Banking, Leadership, Retail Banking, Coaching, Strategic Planning, Mortgage Lending, Team Management, Process Improvement, Customer Service, Program Management, Negotiation, Operations Management, Loans, Business Planning, Consumer Lending
Education
University of Maryland University College 2011 — 2013
Master of Business Administration (M.B.A.)
Obafemi Awolowo University 1992 — 2000
Bachelor of Science (B.Sc.), Electrical and Electronics Engineering
CSAA Insurance July 2009 - Present
Wells Fargo Bank January 2005 - July 2009
Charles Schwab July 1997 - January 2005
Education
Notre Dame de Namur University 1983 — 1994
Bachelor of Business Administration (B.B.A.), Finance and Management
National University, El Salvador, Central America
Accountant, Accounting and Finance
Digital Frosting July 2011 - Present
Castparts Employees Federal Credit Union March 2011 - March 2012
Wells Fargo Bank July 2007 - January 2011
Education
Northwest Christian College 1997 — 1998
Marketing
Wells Fargo Bank July 2006 - Present
Sewell Automotive Companies March 2000 - April 2006
Skills
Microsoft Excel, Small Business, Financial Analysis, Banking, Mortgage Lending
Education
Northwood University-Texas 1995 — 1999
Bachelor of Business Administration (BBA), Automotive Management
CHHS
National Affordable Housing Trust (NAHT) 2013 - 2015
Wells Fargo Bank 2003 - 2013
Banc of America Securities and Bank of America 1988 - 2003
Skills
Commercial Real Estate, Capital Markets, CMBS, Real Estate Transactions, Portfolio Management, Asset Management, Underwriting, Financial Structuring, Credit, Managing and..., Change Management, Real Estate Economics, Financial Analysis, Due Diligence, Real Estate, Real Estate Development, Banking, New Business..., Leveraging Resources, Investment Properties, Mortgage Lending, Management, Affordable Housing, Business Strategy, Strategic Planning, Real Estate Financing, Loans
Education
Kellogg Graduate School of Management 1986 — 1988
Masters in Management, Finance, Urban Economic Development
University of Dayton
B.S., Economics, Finance
Boeing June 2013 - Present
Wells Fargo Bank April 2006 - June 2013
University of Texas at Austin January 2010 - May 2013
Skills
Microsoft Office, Process Improvement
Education
The University of Texas at Austin 2010 — 2013
Bachelor of Science, Computer Science
Northwest Vista College 2006 — 2009
Associate of Arts, Business Administration
Zynga June 2012 - Present
US Bank 2014 - 2015
US Bank 2014 - 2015
US Bank 2014 - 2015
Wells Fargo Bank 2009 - March 2012
Republic Bank June 2009 - November 2009
Skills
Regression Testing, Testing, Microsoft SQL Server, Integration, Test Planning, QTP
Education
Northwestern Polytechnic University 2007 — 2009
Masters, Computer Science
Wells Fargo Bank November 2009 - Present
Newmark Knight Frank February 2007 - August 2009
Rose Associates March 2005 - February 2007
Webasto Sunroof, Inc July 2000 - March 2005
Delphi Automotive Systems January 1999 - May 2000
General Motors February 1997 - March 1998
Skills
ADP Payroll, Administrative..., Budgets, Customer Service, Employee Benefits, Employee Training, Human Resources, Insurance, Invoicing, Management, Microsoft Excel, PowerPoint, Training, Employee Relations, Administrative..., Microsoft Office, Sales, Strategic Planning, Team Building
Education
Wayne State University 1997 — 1998
Directing and Theatrical Production
Oakland Community College 1994 — 1997
Business Management
Bank of the West 2012 - Present
Wells Fargo Bank November 2010 - Present
Bank of the West 2012 - 2013
Delta Dental September 2008 - October 2010
Citi July 2006 - August 2008
ADP May 2004 - June 2006
ADP PAYROLL May 2004 - June 2006
Education
Northwestern Polytechnic University 2009 — 2011
MSEE, EE, A+(4.3)
Comcast Cable May 2011 - Present
Westcap January 2010 - January 2012
Wells Fargo Bank January 2007 - July 2010
Starbucks Coffee Company January 2005 - January 2007
H.E.R.O January 2004 - January 2007
Skills
Education, Training, Research, Curriculum Design, Curriculum Development, Customer Service, Relationship Management, Banking Relationships
Education
The College of St. Scholastica
Master of Science, Education; Curriculum and Instruction
Northwestern College
Bachelor of Science, History
Wells Fargo Bank September 2009 - Present
GulfShore Bank March 2008 - April 2009
Platinum Bank May 2006 - February 2008
First Community Bank of America April 2005 - April 2006
South Trust Bank, Tampa, FL April 2001 - April 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Banking, Administrative..., Office Management, Administrative...
Education
Ocean County College 1983 — 1984
Brick, New Jersey 1979 — 1983
HS Diploma, Business
Wells Fargo Bank September 2010 - Present
Education
Obafemi Awolowo University