Wells Fargo
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 List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Salaries. You can even request information on how much does Wells Fargo pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo directly from the past employees.
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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo 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 Employees
Wells Fargo January 2009 - Present
Wells Fargo January 1980 - Present
Skills
Banking, Retail Banking, Operations Management, Risk Management, Internal Controls, Customer Satisfaction, Customer Relations, Consumer Lending, Loans, Cross Selling, Relationship Management, Financial Services, Leadership, Finance, Customer Service, Financial Analysis, Management, Team Building
Education
College of Lake County 1977 — 1979
Wells Fargo January 2014 - Present
Wells Fargo July 2011 - December 2013
Wells Fargo January 2010 - July 2011
Wachovia June 2008 - December 2009
Skills
Credit, Banking, Commercial Banking, Finance, Loans, Credit Analysis, Small Business Lending, Risk Analysis, Loan Origination, Credit Risk, Treasury Management, Relationship Management, Commercial Mortgages, Risk Management, Commercial Lending, Financial Analysis, Lines Of Credit, Cross Selling, Cash Management
Education
College of Charleston 2004 — 2008
Bachelor of Science in Business Administration, Concentration in Finance
PNC Mortgage December 2013 - Present
PNC Mortgage February 2013 - December 2013
PNC 2011 - 2013
Wells Fargo 2010 - 2011
Northern Trust 2007 - 2010
MidAmerica Bank (now PNC) 1997 - 2007
Skills
Compliance, Customer Service, Microsoft Office, Underwriting, Microsoft Word, Leadership, Mortgage Lending, Banking, Loans, Credit, Retail Banking
Education
College of DuPage
Reputation.com May 2015 - Present
Comerica Bank March 2014 - May 2015
U.S. Bank March 2013 - March 2014
Church of Christ January 1998 - March 2013
Wells Fargo September 2011 - June 2012
Wells Fargo 2011 - 2012
24 Hour Fitness January 2010 - January 2011
Navy Federal Credit Union January 2006 - January 2009
STG International January 2005 - January 2006
Circuit City January 2004 - January 2005
Skills
Credit, Loans, Mortgage Lending, Banking, Series 7, Credit Analysis, Portfolio Management, Retirement Planning, Investments, Wealth Management, Series 63, Financial Analysis, Mutual Funds, Strategic Financial..., Loan Origination, Mortgage Banking, Commercial Lending, Consumer Lending, Commercial Banking, Securities, Training, Sales
Education
George Mason University 2004 — 2006
Bachelor's degree, Finance, General
George Mason University 2004 — 2006
Bachelor's degree, Finance, Accounting, and Business Management
College of Lake County 2003 — 2004
Finance and Accounting
Sandalwood High School 1999 — 2003
diploma
Apple February 2015 - Present
Sole Proprietor March 2013 - Present
Bank of America 2012 - 2014
Wells Fargo March 2009 - February 2011
Skills
Small Business..., Cash Flow Management, Commercial Lending, Community Relations..., Finance, Commercial Banking, Financial Services, Management, Retail Banking, Consumer Lending, Customer Service, Credit Analysis, Sales, Banking, Credit
Education
College of Marin 1997 — 1999
General Education
San Rafael Highschool 1994 — 1998
College Prepatory, High School/Secondary Diplomas and Certificates
Cohen Grassroots Research, Inc. April 2015 - Present
College of Marin January 2013 - Present
Wells Fargo January 2014 - April 2015
360 Fitness Superstore August 2013 - December 2013
Fitness SF January 2008 - August 2013
Fitness SF August 2012 - July 2013
Windchime of Marin August 2012 - December 2012
Skills
Microsoft Excel, Autodesk Maya, Pixologic Zbrush, Microsoft Office, C++, Software Development, Python, Cpr Certified, Linux, Project Management, Business Analysis, Customer Service, Training
Education
Santa Clara University 2015 — 2018
Bachelor’s Degree, Computer Science and Mathematics
University of California, Berkeley 2010 — 2012
Bachelor of Arts (BA)
College of Marin 2007 — 2015
Computer Science
Wells Fargo June 2013 - Present
Darkness to Light January 2013 - May 2013
Patrick Properties Hospitality Group August 2012 - May 2013
The Sustainable Garden at Dixie Plantation August 2012 - December 2012
Skills
Microsoft Office, Research, English, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Social Media, International Relations, Customer Service, Social Networking, Facebook, Fundraising, Nonprofits, Social Media Marketing, Time Management, Community Outreach, Editing, Sales, Volunteer Management, Team Building, Creative Writing, Windows, SPSS, Strategic Communications, Food, Constant Contact, Journalism, Public Policy, Policy Analysis, Customer Satisfaction, Oral, Google Docs, Critical Thinking, Proposal Writing, Community Development
Education
College of Charleston 2009 — 2013
Bachelor of Science (BS), Sociology
Robinson Secondary School 2003 — 2009
High School Diploma
Wells Fargo April 2012 - Present
Lasting Environmental Design Solutions, Inc. October 2010 - January 2013
Northwestern Mutual January 2007 - August 2010
Skills
Budgets, Retirement Planning, Disability Insurance, Strategic Financial..., Financial Analysis, Long-term Care, Investments, Life Insurance, Insurance, Sales, Finance, Strategic Planning, Estate Planning, Customer Service, Wealth Management, Strategy, Microsoft Office, Public Speaking, Loans, Small Business, Cold Calling, Health Insurance, Risk Management, Account Management, Non-profits, Mortgage Lending, Credit, Management, Marketing Strategy, Fundraising, Banking, Microsoft Word, Leadership, Data Analysis
Education
North Carolina State University 2001 — 2004
Psychology
College of Charleston 2000 — 2001
Asheville High School
WELLS FARGO November 2011 - Present
DICK'S SPORTING GOOD'S July 2011 - January 2012
BATH AND BODY WORKS October 2008 - April 2011
SEARS GRAND March 2007 - September 2007
Skills
Customer Service, Business Strategy, Leadership, Sales Management, Sales, Direct Sales, Development Of Employees, Running high..., Motivation, Business Management, Spanish, Sales Operations, Management, Teamwork, Training, Team Building, Analysis, Selling, Public Speaking, Microsoft Excel, Microsoft Office, Time Management, Microsoft Word
Education
Colorado State University 2011 — 2013
Business, Management, Economics, Business Computing, Nutrition, 3.4
North Central College 2010 — 2011
Bachelors, Management, International Business, Economics, Marketing, Business Law, Astronomy, Philosophy, 3.6
College of Lake County 2009 — 2010
General Education, English, Statistics, Biology, Humanities, 3.4
Grant Community High School 2005 — 2009
High School, General Education, 3.0
Wells Fargo May 2014 - November 2014
Wells Fargo June 2013 - December 2013
Delta Dental of California October 2006 - March 2013
AT&T July 2004 - September 2006
Bank of America May 1994 - March 2003
Skills
Deployment, Quality Assurance, Testing, System Deployment, Software Quality..., Risk Management, Team Management, Software Documentation, SDLC, Requirements Gathering, Requirements Analysis, Agile Methodologies, Visio, Release Management, Integration, Software Project..., Business Analysis, Enterprise Software, Project Management, Change Management, Cross-functional Team...
Education
College of Marin
Computer Science (programming) course work, Computer Science
Diablo Valley College
Project Management (PMO) course work, Project Management
Software Advanced Technologies
SQA Engineer Certification, SQA Engineer Certification
Wells Fargo June 2015 - Present
Wells Fargo July 2014 - June 2015
Wells Fargo April 2013 - July 2014
Wells Fargo December 2012 - April 2013
Holiday Delta, Inc.- Domino's Pizza September 2010 - March 2012
Moe's Southwest Grill March 2012 - 2012
Skills
Organizational..., Marketing Communications, Corporate Communications, Social Media, Social Media Marketing, Public Relations, Facebook, Advertising, Social Networking, Event Planning, Press Releases, Newsletters, Event Management, Integrated Marketing, Marketing, Blogging, Media Relations, YouTube, Adobe Creative Suite, Digital Marketing, InDesign, Brand Management, Marketing Strategy, Online Advertising, Brand Development, Fundraising
Education
College of Charleston 2003 — 2007
B.A, Communications; Corporate and Organizational Communications, 2003- 2007
North Central High 2000 — 2003
Wells Fargo June 2005 - Present
Wells Fargo February 2002 - June 2005
Skills
Customer Service, Process Improvement, Sales, Team Building, Management, Banking, Credit, Vendor Management, Microsoft Office, Finance, Analysis, Budgets, Customer Experience, Coaching, Strategic Partnerships, Leadership, Hiring, Retail Banking, Relationship Management, Portfolio Management, Customer Retention, Staff Retention, Community Outreach, Communication, Strategic Planning, Program Management, Profit & Loss Management, Data Analysis, Public Speaking
Education
College of Marin 1996 — 1999
Associate of Arts and Sciences (A.A.S.), Accounting and Finance
University of Phoenix
Accounting and Business/Management
Wells Fargo Financial November 2010 - Present
Bay Area Association of Database Developers January 2010 - March 2012
Birst January 2010 - October 2010
Gilead - Sr. DBA Consultant December 2009 - February 2010
Williams-Sonoma, Inc. August 2008 - June 2009
PG & E October 2007 - August 2008
Pure Digital Technologies - Now Cisco (The Flip Camera) February 2007 - September 2007
Wells Fargo 2005 - 2007
Olivia, LLC 2002 - 2004
Heller Ehrman Law Firm 2001 - 2004
Skills
Microsoft SQL Server, SQL, Data Modeling, Databases, Program Development, Database Administration, Data Warehousing, Business Intelligence, SDLC, Program Management, ETL, SSIS, Disaster Recovery, Active Directory, Database Design, MySQL, Agile Methodologies, Integration, Microsoft Exchange, Technical Support, Vendor Management, SQL Tuning, Performance Tuning, T-SQL, Oracle, IIS
Education
Golden Gate University 2005 — 2006
Master, Database Administration & Development
College of Charleston 1986 — 1992
B.S Biology, Pre-Med
Alpine Awards & Imprinted Apparel March 2015 - Present
International Student Placements, LLC February 2014 - December 2014
Wells Fargo October 2011 - November 2013
Wells Fargo 2011 - 2013
Things Remembered October 2010 - December 2011
State Farm January 2010 - June 2010
Bank of America August 2006 - November 2009
Skills
Banking, Customer Service, Music, Preschool, Management, New Business Development, Sales, Microsoft Excel
Education
DePaul University 2003 — 2004
Music Business
Illinois State University 2000 — 2002
Music Therapy/Therapist
College of Lake County 1998 — 2000
Associate of Arts (A.A.), Music
JLT Specialty USA July 2015 - Present
Aon November 2008 - July 2015
Citi Group December 2006 - November 2008
Wells Fargo May 2003 - 2006
Wells Fargo January 2000 - September 2003
Dime Bank/North American Mortgage September 1997 - January 2000
Chase Manhattan Corporation September 1992 - 1997
Skills
Mortgage Lending, Credit, Mortgage Banking, Loan Origination, FHA, Salesforce.com, Risk Management, Credit Analysis, Relationship Management, Financial Analysis, Banking, Financial Services, Loans, Sales, Underwriting, Management, Leadership, Selling, Business Development, Insurance, Financial Risk, Marketing, Customer Service, Analysis
Education
Columbia College 2013 — 2016
Bachelor's Degree, Management Information Systems
Columbia College 2014 — 2015
Associate's Degree
College of DuPage 1987 — 1989
Advertising Design and Illustration
Umpqua Bank February 2011 - Present
Circle Bank February 2011 - November 2012
Wells Fargo October 2007 - May 2010
Skills
Team Building, Banking, Customer Service, Public Speaking, Team Leadership, Bilingual, Loans
Education
College of Marin 2011 — 2015
Wells Fargo July 2015 - Present
FAIRWINDS Credit Union April 2015 - July 2015
Wells Fargo March 2014 - March 2015
Best Buy October 2013 - June 2014
Zaxby's Inc. March 2012 - March 2013
Skills
Cashiering, Time Management, Food Service, Cash Register, Customer Service, Customer Satisfaction, Inventory Management, Restaurants, Telephone Skills, Data Entry, Microsoft Word, PowerPoint, Sales, Banking, Teamwork, Leadership, Retail Sales, Outlook
Education
College of Coastal Georgia 2012 — 2016
Bachelor of Business Administration (BBA), Business
Camden County High School 2009 — 2012
Diploma, Business
Cabarrus County Schools August 2015 - Present
Wells Fargo February 2013 - July 2015
AT&T Mobility June 2012 - October 2012
Columbus Bank & Trust July 2010 - June 2012
Columbus State University July 2011 - May 2012
Macy’s Inc August 2009 - January 2011
Skills
Retail Banking, Customer Service, Coaching Staff, Microsoft Office, Microsoft Excel, PowerPoint, Sales Management, Targeted Selection..., Situational Leadership, Civil Treatment, Conflict Management, Crucial Conversations, Delegation, Teamwork, Retail, Coaching, Interviews, Time Management, Public Speaking, Microsoft Word, Sales, Event Planning, Leadership, Management
Education
Columbus State University 2011 — 2012
MPA, Public Administration - Government Administration
Columbus State University 2007 — 2010
BBA, Management
College of Coastal Georgia 2005 — 2008
AAS, Management
Wells Fargo February 2015 - August 2015
Illinois State University November 2012 - July 2014
Pavlov Media July 2010 - April 2012
Sysmex America, Inc May 2005 - January 2008
U.S. Navy February 1999 - October 2004
Skills
Troubleshooting, Forecasting, Analysis, Process Improvement, Project Planning, Team Building, Project Management, Training, SAS, Data Analysis, Great Plains Software, Telecommunications, Microsoft Excel, Financial Statements, Statistical Data..., R, Microsoft Dynamics GP, Statistical Modeling, Data Warehousing, Business Intelligence, Databases, Requirements Gathering, SQL, Interviews
Education
Webster University 2009 — 2011
Masters of Business Administration, Finance
University of Illinois at Urbana-Champaign 2006 — 2008
BS Liberal Arts and Sciences, Psychology; concentration in mathematics and statistics
College of Lake County 2005 — 2006
General
Western Title & Escrow June 2012 - Present
Wells Fargo September 2011 - February 2012
RGIS Inventory Service February 2011 - August 2011
Wachovia, A Wells Fargo Company November 2009 - November 2010
United Communities October 2008 - September 2009
Wells Fargo February 2008 - October 2008
Christ's Gift Academy June 2007 - December 2007
Wells Fargo December 2005 - June 2007
Wells Fargo August 2005 - December 2005
Skills
Microsoft Office, Lotus Notes, Internet, Intranet, Legacy Wachovia Systems, Wells Fargo Systems, 10 Key, Administrative Support, Event Planning, Hospitality, Outstanding Customer..., Call Center, Contract Recruitment, Non-profit..., Internal Communications, Online Research, Research, Coordinating Events, Volunteer Coordination, Volunteer Recruiting, Quality Auditing, Compliance Audits, Time Management, Team Oriented, Organizational..., Deadline Management, Banking, Treasury Services, Inventory Management, Internet Recruiting, Interviewing, Newsletters, Corporate Communications, Interviews, Management, Software Documentation, Recruiting, Customer Service, Training
Education
College of Charleston 2001 — 2005
BA, Communication Studies
Wells Fargo March 2013 - Present
Wells Fargo June 2012 - March 2013
Verde October 2011 - August 2012
Skills
Microsoft Office, Customer Service, Retail Banking, Team-oriented, Food & Beverage, Loans, Translation, Spanish, Leadership, Hispanic Market, Banking, Empathy, Credit, Insurance, Microsoft Word, Management, Teamwork, Public Speaking
Education
College of Charleston 2008 — 2013
Bachelor's degree, Spanish Language and Literature
College of Charleston 2008 — 2013
Bachelor of Arts (BA), Spanish Language and Literature
Wells Fargo April 2015 - Present
Wells Fargo July 2014 - Present
CresCom Bank February 2014 - July 2014
Wells Fargo February 2012 - September 2013
Farmers and Merchants Bank May 2011 - January 2012
Barnes & Noble College August 2010 - April 2011
Children's Museum of the Lowcountry May 2010 - August 2010
Skills
Banking, Financial Services, Customer Service, Notary Public, Credit Cards, Retail Banking, Cross Selling
Education
College of Charleston 2008 — 2010
Bachelor of Science (B.S.), Business Administration, 3.92
Trident Technical College 2006 — 2009
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies, 4.0
Bank of America October 2012 - Present
Wells Fargo February 2009 - April 2012
Skills
Cash-flow Management, Commercial Lending
Education
College of Marin 1998 — 1999
General Education, General Education
Sierra Trading Post August 2015 - Present
Element Church - Wyoming June 2014 - Present
Sierra Trading Post November 2014 - July 2015
Wells Fargo March 2014 - October 2014
Amadeo Vineyard Community Church July 2013 - December 2013
Dish Network July 2013 - December 2013
Citi October 2012 - July 2013
Celebrate Community Church October 2011 - July 2013
KDLT TV October 2011 - June 2012
KTWO TV February 2011 - August 2011
Skills
Videography, Audio Editing, Video, Broadcast Television, Video Production, Multimedia, Emcee, Sales, Event Management, Photography, Camera Skills, Audio Post Production, Video Editing, Sony Vegas Video, Avid, Photoshop, Final Cut Pro, Entertainment, Audio Engineering, Public Speaking, Editing, Film Production, Sound, Broadcast, Post Production
Education
College of DuPage 2007 — 2010
Certificate, Motion Picture & Television
Glenbard East High School 1991 — 1995
Wells Fargo January 2014 - Present
Taste of May 2008 - Present
Taste of May 2008 - Present
Café Trieste June 2005 - June 2006
Café Trieste June 2005 - June 2006
Medigain Inc August 2002 - August 2003
Medigain Inc August 2002 - August 2003
New Anthony's Farms Pvt Ltd February 1998 - January 2001
New Anthony's Farms Pvt Ltd February 1998 - January 2001
Education
San Francisco State University 2007 — 2010
2011, San Francisco State
Bachelor of Science, Business Administration
2011, San Francisco State
Bachelor of Science, Business Administration
College of Marin
Associates Degree, Liberal Arts and Sciences
College of Marin
Associates Degree, Liberal Arts and Sciences
St. Joseph's College
Advanced Level Diploma; Associates degree; Diploma; High School Diploma
St. Joseph's College
Advanced Level Diploma; Associates degree; Diploma; High School Diploma
U.S. Trust December 2013 - Present
Bernstein Global Wealth Management August 2013 - November 2013
Target November 2012 - March 2013
Wells Fargo August 2012 - November 2012
College of Charleston Student Finance and Investment Club August 2011 - May 2012
Punch & Associates May 2011 - August 2011
Blue Granite Capital, LLC January 2011 - May 2011
UBS Wealth Management September 2010 - December 2010
Skills
Bloomberg Terminal, VBA, Morningstar, Excel, Word, PowerPoint, German, IFRS, US GAAP, Financial Analysis, Financial Modeling, Financial Management, Economics, Econometrics, Economic Modeling, Economic Research, Equity Research, Equity Valuation, Options Strategies, Options, Equity Trading
Education
College of Charleston 2008 — 2012
B.S, Economics, Finance
Wells Fargo 2010 - Present
Wachovia [now Wells] 2007 - 2010
World Savings [now Wells] 1999 - 2007
Crowley Maritime 1989 - 1998
Wells Fargo 1988 - 1989
Firemans Fund 1975 - 1984
The Hartford 1973 - 1975
Education
Official Microsoft Courses 2005 — 2006
College of Marin 1984 — 1988
AA, Music
University of Hartford
University of California, Davis 1967 — 1972
BA, Psychology
Wells Fargo July 2012 - Present
Goforth Real Estate Consultants March 1996 - August 2012
Resort & Urban Property Appraisers, Inc. January 1984 - March 1996
Skills
Appraisals, Valuation, Market Analysis
Education
College of Charleston 1978 — 1982
BA, Urban Studies/Planning
Wells Fargo November 2014 - Present
IBM January 2011 - November 2014
Subbatical December 2007 - January 2011
SunGard Availability Services October 2004 - November 2007
Transamerica Distribution Finance May 1995 - May 2004
CCH Inc. December 1993 - May 1995
Tribune Company October 1985 - August 1993
Skills
Visio, Resource Management, Strategic Planning, PowerPoint, Quality Control, Arcserve, LDRPS, LANDesk, Clarity, Changepoint, Project Management, MS Project, Business Continuity, Disaster Recovery, Budget Reconciliation, Budget Monitoring, CA Clarity, IBM Rational Portfolio..., Microsoft Word, Microsoft Excel, Customer Satisfaction, Vendor Management, Team Building, Business Analysis, PMP, ITIL, Business Process..., IT Management, Six Sigma, Risk Management, Project Portfolio..., Data Center, Program Management, Project Planning, Management, Team Leadership, SDLC, Process Improvement, Professional Services, Information Technology, PMO, CRM, Business Process, Strategy, Testing, Servers, Consulting, System Administration, Project Delivery, IT Strategy
Education
Chicago Deming Association – Six Sigma Masters Program 2010 — 2010
Harper College
College of DuPage
Certificate
Redwood Credit Union January 2014 - Present
Redwood Credit Union December 2012 - Present
Redwood Credit Union January 2012 - December 2012
Redwood Credit Union October 2010 - January 2012
Wells Fargo August 2009 - October 2010
Skills
Banking, Loans, Credit, Credit Unions, Investments, Cross Selling, Customer Service, Microsoft Excel, Commercial Banking, Outlook, Retail Banking, Sales, Volunteering, Financial Education, Notary Public
Education
College of Marin 2011 — 2013
Associate of Science (A.S.), Business Administration and Accounting, General, Junior
Fay Servicing, LLC February 2014 - Present
Wells Fargo October 2011 - November 2013
Bank of America December 2010 - March 2011
Northern Trust October 2010 - December 2010
Heart Financial Services March 2010 - September 2010
HSBC October 2005 - October 2009
Skills
Banking, Loans, Leadership, Sales Management, Customer Service, Customer Satisfaction, Program Management, Coaching, Real Estate, Management, Mortgage Lending, Foreclosures, Mortgage Underwriting, Customer Retention, Project Management, Call Centers, Mortgage Banking, Credit, Risk Management
Education
College of DuPage 2008 — 2009
Business Management
Marin Medical Reserve Corps October 2007 - Present
K-9 Armor July 2004 - Present
Wells Fargo May 2013 - October 2014
Wells Fargo Bank March 2009 - September 2010
Wells Fargo Bank March 2004 - October 2004
Wells Fargo January 1998 - April 2001
Autodesk 1992 - 1997
ComputerLand September 1981 - July 1992
Skills
Software Documentation, SharePoint, Networking, Technical Writing, Disaster Recovery, Management, Microsoft Office, Process Improvement, Fundraising, Messaging, Project Management, SDLC
Education
College of Marin 2007 — 2007
EMT, Medicine
SFSU 1978 — 1981
Bachelor of Arts (BA), Theatre/Theater
Wells Fargo March 2009 - Present
Wachovia October 1996 - March 2009
Lowcountry Savings Bank August 1993 - October 1996
Skills
Mortgage Lending, Credit, Loans, Leadership, Banking, Residential Mortgages, FHA, Mortgage Banking, Loan Origination, VA loans, Credit Analysis, Refinance, Underwriting
Education
College of Charleston 1988 — 1992
BA, French
Myrtle Beach High School
LG Fairmont Group October 2014 - Present
AltoCredit Advisors January 2014 - Present
Wells Fargo November 2012 - December 2013
JP Morgan Chase October 2010 - October 2012
Skills
Customer Service, Leadership, Bilingual-Spanish, Coaching, Series 6, Series 63, Life Insurance, Health Insurance, Consumer Lending, Small Business Lending, Financial Services, Strategic Financial..., Notary Public, Sales Management, credit expert, Sales Operations, CRM, Credit, Loans, SPSS, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Planning, Finance, Management, Investments, Portfolio Management
Education
College of Mount Saint Vincent 2012 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
College of Mount Saint Vincent 2006 — 2010
Bachelor of liberal arts, Psychology
RISE Inc. April 2014 - Present
Wells Fargo 2005 - 2007
Skills
Calendaring, Administrative..., Administration, Time Management, Travel Arrangements, Calendars, Event Planning, Administrative..., Office Management, Executive..., Receptionist Duties, Office Administration, Confidentiality, Fax, Public Speaking, Spreadsheets, Substitute Teacher's..., Data Entry, Accurate Data Entry, Facebook Fan Page..., Facebook Marketing, Website Development, Website Updating, Website Promotion, Minutes, Office Equipment, File Management, Filing, Administrative Work, 10 Key, Expense Reports, petty cash, Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Social Media, Customer Service, Outlook
Education
College of Lake County 1987 — 1991
Associate of Arts and Sciences (A.A.S.), Business Systems and Technology
Technical College Kenosha 1997 — 1997
Wells Fargo September 2015 - Present
Outer Seaways July 2014 - September 2015
EMSI, Inc. September 2013 - July 2014
QVC October 2011 - September 2013
Samuel Shapiro January 2010 - October 2011
Coastal Cigars January 2009 - May 2009
McAndrews Law Offices, P.C December 2008 - January 2009
MSC Mediterranean Shipping Co. S.A. May 2008 - August 2008
Rehabilitation Planning Inc June 2006 - December 2006
Skills
Customs Regulations, Import, Supply Chain, Non-profit Volunteer, Vendor Relationships, Import Logistics, Customs Brokerage, Supply Chain Management, Transportation, Air Freight, Ocean Freight, Logistics, Shipping, Warehousing, C-TPAT, Apparel, 3PL, International Trade, Logistics Management, Transportation..., Trade Compliance, Freight Forwarding, Export
Education
College of Charleston 2005 — 2009
Bachelor of Science in Business Administration and Economics, International Business, Spanish
University of Buenos Aires 2008 — 2008
Spanish
Wells Fargo April 2010 - Present
Wells Fargo Home Mortgage April 2010 - Present
Skills
Mortgage Lending, FHA, Refinance, Mortgage Banking, Loan Origination, Loans, Residential Mortgages, VA loans, FHA financing, USDA, Credit, Banking, First Time Home Buyers, Government Loans, Investments, Investment Properties, Real Estate
Education
College of DuPage 1998 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
McCay, Kiddy & Associates January 2015 - Present
39 Rue De Jean August 2013 - January 2015
Pinnacle One Tax Service January 2014 - December 2014
McGuire & Co., LLC January 2013 - July 2013
Palmetto Tax Service January 2012 - December 2012
On the Fly Carryout and Catering October 2008 - February 2012
The Charleston Grill January 2004 - August 2008
Wells Fargo January 2000 - August 2002
Skills
Hard Working, Team Player, Great Computer Skills, Accounting, Accounts Payable, Excel, Accounts Receivable, Financial Planning, Strategic Financial..., Finance, Microsoft Excel, Tax, CPA, Payroll, Strategic Planning, Tax Returns, Teamwork, Customer Service, Financial Modeling, Budgets, QuickBooks, Small Business
Education
College of Charleston 1995 — 1999
BS, Math and Accounting
Wells Fargo May 2012 - Present
Skills
SAS/SQL, Microsoft Office, Spreadsheets, Chinese, Banking, Change Management, Data Analysis, Financial Analysis, Leadership, Non-profits, Nonprofits, Portfolio Management, Project Management, Risk Management, SAS programming, Analytics, Financial Modeling
Education
Queens University of Charlotte 2003 — 2006
MBA
College of Charleston 1989 — 1992
BS, Mathematics, Business Administration
Wells Fargo October 2012 - Present
Massey for Congress May 2009 - March 2010
Controller Office Presbyterian College August 2008 - December 2008
Musgrove Mill Golf Club April 2008 - July 2008
Rising High Natural Bread Co April 2005 - July 2005
Skills
Financial Accounting, Accounts Payable, Management, Fixed Assets, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Payroll, Customer Service, Social Media, Public Speaking, Financial Analysis, Event Planning, Accounting
Education
College of Charleston 2010 — 2011
Masters, Business Administration; Finance
Presbyterian College 2005 — 2009
Bachelor of Science, Business Administration; Accounting
Wells Fargo May 2013 - Present
Wells Fargo Securities March 2009 - May 2013
Wells Fargo Securities May 2007 - March 2009
New York State Division of Housing and Community Renewal June 2006 - May 2007
J.P. Morgan June 2006 - May 2007
Skills
Series 7, Series 63, Fixed Income, Financial Modeling, Capital Markets, Valuation, Bonds, Equities, Alternative Investments, Securities, Investment Banking, Financial Analysis, Banking, Hedge Funds, Mutual Funds, Finance, Bloomberg
Education
Columbia University - School of International and Public Affairs 2014 — 2016
Master's Degree, Master's in Public Administration (MPA)
College of Mount Saint Vincent 2002 — 2006
Bachelor's Degree, Finance
Wells Fargo January 2015 - Present
Weatherford July 2012 - December 2014
Xerox June 2011 - June 2012
BP June 2008 - June 2011
British Petroleum 2008 - 2011
Hewitt Associates 2006 - 2008
Wachovia Corporation 2002 - 2003
First Union 1996 - 2001
Skills
Instructional Design, Learning Management, Needs Analysis, Training, Leadership, Management, E-Learning, Blended Learning, Learning Management..., Instructor-led Training, Captivate, Training Delivery, Employee Training, Performance Management, Performance Improvement, Organizational..., Talent Management, Workshop Facilitation, Technical Training, Change Management, Leadership Development, Organizational..., Employee Engagement
Education
University of Georgia - Terry College of Business 2001 — 2002
MBA, Organizational Consulting
College of Charleston 1993 — 1996
BS, Business
Kabam July 2015 - Present
RUNI Inc. February 2015 - July 2015
JPMorgan Chase & Co. June 2014 - February 2015
Wells Fargo January 2012 - August 2014
Wells Fargo Financial March 2011 - January 2012
InterContinental Hotels Group October 2010 - June 2011
Mark Hopkins Hotel August 2007 - October 2010
Sir Francis Drake Hotel August 2006 - August 2007
Temple Emanu-El July 2005 - August 2006
Bank of America January 2004 - July 2005
Skills
Sales, Customer Service, Customer Satisfaction, Hotels, Hospitality Industry, Marketing, Social Media, Event Management, Hospitality, Budgets, Russian, Microsoft Excel, Trade Shows, Management, Sales Management, Coaching, Catering, Event Planning, Social Networking, Finance, Tourism, Accounting, Training, Team Building, Microsoft Office, Leadership, Banking, Marketing Strategy, Microsoft Word, Time Management, Social Media Marketing, Strategic Planning
Education
San Francisco State University 2003 — 2008
Bachelor's degree, Hospitality Administration/Management
College of Marin 2003 — 2005
None, General Education
Hebrew Academy of San Francisco 1999 — 2003
High School Diploma, General Education
Datacard Corporation August 2004 - November 2013
Datacard Group 2004 - November 2013
Target IT Resources 2011 - 2011
On-Demand Group 2011 - 2011
SDI Training 2011 - 2011
TCQAA 1998 - 2009
Compuware 2004 - 2008
Brady Varitronics March 2004 - August 2004
BSD Group September 2003 - August 2004
Wells Fargo December 2003 - March 2004
Skills
Manual Testing, Testing, SDLC, Software Quality..., User Acceptance Testing, Quality Assurance, Requirements Analysis, Test Planning, Regression Testing, Software Project..., Test Automation, Quality Center, Test Cases, SQL, System Testing, Integration, Software Documentation, Test Management, Agile Methodologies, Waterfall, Test Strategy, Web Applications, QTP, Defect Tracking, Integration Testing
Education
Hennepin Technical College 1996 — 1998
IT - Computing
College of DuPage 1986 — 1987
IT
Governors State University 1980 — 1982
Business
Prairie State College 1976 — 1978
AAS, Buisness & Marketing
St. Jude Medical December 2014 - Present
Wells Fargo June 2012 - October 2014
Best Buy August 2007 - June 2012
Best Buy November 2010 - January 2012
Navy Pier Inc. May 2007 - August 2007
Stream Global Services January 2007 - May 2007
Seeley's Pharmacy April 2004 - January 2007
Skills
Sales, Customer Service, Banking, Microsoft Office, Financial Services, Leadership, Microsoft Word, Retail Banking, Credit, Teamwork, Windows, Customer Experience, Individual Work, Call Centers, Phone Etiquette, Microsoft Excel, Customer Satisfaction, Retail, Time Management
Education
Normandale Community College 2012 — 2015
Associate's degree
College of Lake County 2010 — 2012
Certified Nursing Assistant, Health/Health Care Administration/Management, 3.0
McHenry County College 2008 — 2009
General Studies, 3.4
Harvard High 2004 — 2007
Diploma
Wells Fargo October 2010 - Present
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Sales, Social Media, Management, Marketing, Leadership, Public Speaking, Social Networking
Education
College of Charleston 2006 — 2010
Bachelor of Science (B.S.), Psychology
KeyCorp November 2011 - Present
Wells Fargo August 2010 - October 2011
Monti, Thompson & Getty July 2009 - August 2010
National City Bank November 1997 - June 2009
NatCity Trust Company of Delaware October 2003 - February 2008
Commonwealth Trust Company August 1996 - November 1997
Skills
Trust Management, Wealth Preservation..., Wealth Management, Asset Protection, Investments, Private Banking, Family Business, Estate Planning, Private Equity, Business Tax Planning, Inheritance Tax Planning, Tax, Charitable Gift Planning, Trusts, Strategic Financial..., Wealth, Finance, High Net Worth..., Asset Management, Retirement Planning, Investment Advisory, Asset Allocation, Financial Planning
Education
Duquesne University 1998 — 2000
MS (Tax), Taxation
University of Pittsburgh School of Law 1993 — 1996
JD, Law
College of Charleston 1989 — 1993
BA, Political Science
North Hunterdon HS
North Hunterdon HS
Wells Fargo 2011 - Present
Skills
Risk Management
Education
College of Marin 2013 — 2015
Associate's degree, Accounting and Business/Management
College of Marin
Accounting, Accounting
TIAA-CREF December 2014 - Present
Wells Fargo Wholesale Division Consultant through RGP, Inc. August 2014 - January 2015
TIAA-CREF August 2012 - August 2014
Wells Fargo April 2008 - August 2012
Bank of America - Financial Service Solutions September 2003 - April 2008
Bank of America July 2002 - June 2003
Siebel Systems December 2000 - July 2002
Bank of America June 1999 - December 2000
Tiger Management August 1998 - May 1999
Chase / Manufacturers Hanover / Chemical Bank April 1994 - August 1998
Skills
Six Sigma, Siebel, Cisco Technologies, Cisco Call Manager, CCNP Certified, CCNA, Cisco VoIP, Certified Novell..., Project Management, Technical Project..., CRM, Experienced Business..., Business Analysis, Risk Management, SDLC, Process Improvement, Vendor Management, Enterprise Software, Requirements Analysis
Education
College of Charleston 1981 — 1985
Bachelor of Arts (B.A.), Theatre/Theater
Goose Creek High School, Charleston, S.C. 1979 — 1981
Diploma
David Glasgow Farragut High School, Rota, Spain 1976 — 1979
Wells Fargo March 2011 - Present
Kids Cooking For Life October 2010 - October 2011
Kuvara Law Firm July 2006 - November 2009
Skills
General Office Skills, Customer-focused Service, Customer Service..., Peer Tutoring, Organizational..., Holistic Health, Longevity, Team Building
Education
College of Marin 2011 — 2013
Associate of Arts (A.A.), Economics
Pamantasan ng Lungsod ng Maynila 2004 — 2006
Human Development, Social Sciences
Carolina Yacht Club January 2015 - Present
Carolina Yacht Club February 2013 - January 2015
Carolina Yacht Club September 2012 - February 2013
Wells Fargo April 2012 - September 2012
Wells Fargo February 2011 - April 2012
LifeWay Christian Resources May 2010 - August 2010
Patrick Properties Hospitality Group September 2009 - December 2009
Skills
Event Management, Microsoft Office, Web Project Management, Organizer, Team Building, Cold Calling, Calligraphy, Sales, Events Coordination, Client Billing, Event Planning, Leadership, Management, Food & Beverage, Catering, Problem Solving, Problem Analysis, Logistics Management, Hospitality, Customer Satisfaction, Time Management, Customer Service
Education
College of Charleston 2006 — 2010
Bachelor of Science (B.S.), Hopsitality & Tourism Management and Business Administration
PNC April 2013 - Present
Dress Barn February 2011 - Present
Godiva Boutique February 2011 - Present
Godiva January 2011 - Present
Wells Fargo November 2012 - April 2013
First Reliance Bank October 2011 - November 2012
Justice March 2011 - October 2011
College of Charleston March 2008 - May 2011
The Bensilver Co. August 2009 - August 2010
Clemson University May 2007 - August 2009
Education
College of Charleston 2007 — 2011
BS, Sociology
College of Charleston 2007 — 2011
Bachelor of Science, Sociology
Wells Fargo December 2013 - Present
Wells Fargo Insurance Services August 2012 - November 2013
Wells Fargo Insurance Services September 2010 - August 2012
Education
University of South Carolina - Darla Moore School of Business 2013 — 2014
Master of Business Administration (M.B.A.), GPA: 3.60
College of Charleston 2005 — 2009
Bachelor's degree, Economics
American Heart Association American Stroke Association January 2014 - June 2015
Atlantic Freight Services, Inc. December 2004 - January 2014
Bristol-Myers Squibb October 1999 - September 2004
Wells Fargo January 1997 - October 1999
Colonial Life July 1987 - January 1997
Skills
Management
Education
College of Charleston 1984 — 1987
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
AdVantageTec, Inc. March 2015 - September 2015
Buckelew Programs Inc June 2015 - August 2015
Prudential Financial August 2014 - November 2014
Wells Fargo June 2013 - August 2013
Earthwise Energy March 2013 - August 2013
Skills
Fluent in Farsi and..., Proficient in Microsoft..., Experienced artist with..., Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Teamwork, Microsoft Word, English, Customer Service, Facebook, Research, Public Speaking, Event Planning, Photoshop, Management, Event Management, Outlook, Spanish, Social Media Marketing, Farsi, Marketing Communications, Social Networking, Conversation, Advertising, Public Relations, Memo and report writing, Time Management, Leadership, Blogging, Training, Fundraising, Critical Thinking
Education
Dominican University of California 2012 — 2014
Business Finance, 3.7, Finance
College of Marin 2010 — 2012
Associate's Degree, Business, 3.8
University of California, San Diego 2006 — 2008
Computer Science, 3.33
Dominican University of California
Master of Business Administration (M.B.A.), Business, -
Walk in the Word January 2014 - Present
Clinique June 2013 - January 2014
Harvest Bible Fellowship February 2011 - January 2014
Harvest Christian Academy August 2009 - February 2011
Wells Fargo February 1992 - October 1998
Skills
Event Planning, Volunteer Management, Coordinating Events, Microsoft Office, Desktop Publishing, Photography, Portrait Photography, Project Management, Sales, Customer Service, Fundraising, Marketing, Nonprofits, Social Media Marketing, Event Management, Social Networking, Leadership, Public Relations, Management, Marketing Strategy
Education
College of DuPage 1991 — 1993
Associate's degree
Geissberger, DDS July 2011 - Present
Wells Fargo August 2006 - August 2010
Skills
Cpr Certified, Patient Education, Healthcare, Dentistry, Cosmetic Dentistry, Treatment, Oral Surgery, Medical Terminology, HIPAA, Restorative Dentistry, Wellness, Teeth Whitening, Periodontics, BLS, Infection Control, Orthodontics, Pediatric Dentistry, Surgery, Medical Records, CPR Certified
Education
College of Marin 2010 — 2011
Wells Fargo May 2014 - Present
BankUnited November 2013 - May 2014
Florida State University August 2012 - November 2013
Enterprise Rent-A-Car May 2011 - July 2012
Skills
Econometric Techniques..., Statistical Inference, Numerical and..., Advanced Data Analysis, Exceptional Leadership..., Research, Matlab, Econometrics, SAS, Risk Management, Financial Risk, R, Customer Service, Stata, Analysis, Banking
Education
Florida State University 2012 — 2020
PhD, Econometrics, Financial Economics and Quantitative Economics
University of North Carolina at Charlotte 2011 — 2012
Master of Science (MS), Economics, Quantitative Finance
College of Charleston 2006 — 2009
Bachelor's degree, Economics
wells fargo July 2011 - Present
DIRECTV July 2006 - June 2011
FedEx Express December 1996 - June 2011
Education
College of Marin
Court Reporting/Court Reporter
GLG September 2015 - Present
GLG November 2014 - Present
Gerson Lehrman Group January 2013 - Present
Gerson Lehrman Group October 2011 - December 2012
Gerson Lehrman Group May 2011 - October 2011
Gerson Lehrman Group September 2010 - May 2011
Wells Fargo June 2010 - September 2010
Harrah Hospitality Research Center Program August 2009 - May 2010
The Initiative for Public Choice & Market Process January 2009 - December 2009
Skills
Strategy, Project Management, Banking, Account Management, Event Planning, Valuation, Entrepreneurship, Investments, Market Research, Analysis, Research, Investment Banking
Education
College of Charleston
Bachelor of Science, Economics, Finance, International Studies
PC Connection, Inc. February 2014 - Present
TD November 2012 - January 2014
Bankers Life and Casualty August 2011 - January 2012
Wells Fargo September 2005 - November 2009
Putnam Buick January 2000 - January 2005
Taste Catering January 1997 - January 1999
Stars restaurant 1992 - 1994
Skills
Risk Management, Sales, Customer Satisfaction, Selling, Negotiation, Management, Customer Service, Finance, E-commerce, Portfolio Management, Loans, Competitive Analysis, Leadership, Insurance, Financial Services, New Business Development, Sales Process, Account Management, Salesforce.com
Education
Landmark College 1988 — 1990
none
College of Marin
Certificate of Completion, Automotive Engineering Technology/Technician
University of Oregon
BA degree
Linkon Family LLC August 2012 - Present
Wells Fargo November 2010 - August 2012
PNC Mortgage October 2009 - October 2010
Stafflogix September 2008 - October 2009
Washington Mutual February 2008 - July 2008
Countrywide Home Loans July 2007 - October 2007
First Franklin/Merrill Lynch January 2007 - July 2007
First Franklin/Merrill Lynch January 2000 - July 2007
Education
College of DuPage 1998 — 2000
Wells Fargo January 2011 - Present
Education
College of Charleston 2005 — 2008
Bachelor of Science (BS), Sociology
University of South Carolina-Beaufort 2004 — 2005
PNC Bank ,NA August 2015 - Present
PNC Mortgage November 2009 - Present
Wells Fargo December 2008 - November 2009
Wachovia April 2008 - November 2008
other finacial 1999 - 2007
wamu 2001 - 2006
Skills
Credit, Mortgage Lending, FHA, Mortgage Banking, Refinance, Banking, VA loans, Decision Making, caculating, Compliance, Loans, Underwriting, Credit Risk, Financial Risk, Loan Origination, Credit Analysis, Residential Mortgages, Retail Banking, Consumer Lending, USDA, Mortgage Underwriting, FHA financing, Asset, Customer Service, 203K, Harp, Home Equity Loans, Desktop Publishing, freddie mac, Fannie Mae
Education
York 1982 — 1985
College of DuPage
Knights Antiques 2011 - Present
Wells Fargo April 2014 - December 2014
ASAP Tech Help 2013 - 2014
Panera Bread 2009 - 2011
Skills
Management
Education
College of DuPage 2012 — 2015
Associate’s Degree, Accounting, 3.4 GPA
Lyons Township High School 2006 — 2009
Los Angeles Department of Public Social Services May 2015 - Present
ALEKS Corporation July 2014 - October 2014
Superior Group/Warner Bros. Entertainment Group of Companies August 2013 - April 2014
Precision Opinion March 2013 - April 2013
Custom Built Personal Training September 2011 - March 2012
Children Youth and Family Collaborative May 2011 - July 2011
Wells Fargo March 2010 - May 2011
UNIVERSITY OF SOUTHERN CALIFORNIA (USC) February 2007 - August 2009
Children Youth and Family Collaborative September 2006 - February 2007
College of Lake County October 2004 - May 2006
Skills
Proficient in Microsoft..., Type 54 words per minute, Fluent in Spanish and..., Spanish, Social Media, PowerPoint, Research, Editing, Event Planning, Management, Interviews, Social Networking, Microsoft Excel, Human Resources, Time Management, Analysis, Customer Service, Blogging, Microsoft Office
Education
University of Southern California 2006 — 2009
B.A., Communication and the Entertainment Industry
University of Southern California 2006 — 2009
Bachelor of Arts (B.A.), Spanish Language and Literature
College of Lake County 2003 — 2006
A.A., Spanish
Abaxent, LLC January 2015 - Present
Heartland Business Systems August 2014 - Present
Avastone Technologies, LLC August 2014 - Present
Comtek International October 2013 - August 2014
Rolta International July 2010 - October 2013
GuardEra Access Solutions 2005 - July 2010
THISA 2005 - July 2010
Sentinel Technologies 1995 - 2005
Wells Fargo 1992 - 1994
Skills
Solution Selling, Cloud Computing, Managed Services, Business Intelligence, Databases, Oracle E-Business Suite, Data Warehousing, Custom Software, Oracle HR, Essbase, Oracle Fusion Middleware, Enterprise Software, SaaS, Account Management, Sales Process, Virtualization, Data Center, Professional Services, Disaster Recovery, New Business Development, Business Development, Channel, Salesforce.com, Oracle, Storage, Information Technology, Infrastructure, Business Alliances, Oracle Applications, Pre-sales, Channel Partners, Go-to-market Strategy, Direct Sales, Strategic Partnerships, Unified Communications, Software Industry, Lead Generation, CRM, Channel Sales, Networking, Demand Generation, PaaS, Selling, Partner Management, Security, Sales Enablement, IT Service Management, Sales
Education
Elmhurst College 1988 — 1990
BA, English, Economics
College of DuPage
Associate of Arts and Sciences (AAS)
Wells Fargo March 2015 - Present
Bank of America July 2010 - February 2015
Cognizant Technology Solutions August 2000 - July 2010
Patni Computer Systems May 1998 - August 2000
Onida June 1997 - May 1998
Skills
SDLC, Program Management, Requirements Gathering, Data Warehousing, Basel II, Banking, Risk Management, Business Analysis, Data Quality, Credit Risk, Systems Analysis, Master Data Management, Data Governance, Agile Methodologies, Solution Architecture, Requirements Analysis, Mainframe, Release Management, Business, Projects, Data Warehouse..., Agile & Waterfall...
Education
College of Engineering Pune 1993 — 1997
BE, Mechanical Engineering
Fergusson College 1991 — 1993
HSC, Science
Wells Fargo February 2012 - Present
Skills
Real Estate, Investment Properties, First Time Home Buyers, FHA, Short Sales, REO
Education
College of DuPage
PC-Doctor, Inc. October 2005 - Present
PC-Doctor, Inc. October 2000 - October 2005
PC-Doctor, Inc. November 1999 - October 2000
Wells Fargo OFS March 1999 - November 1999
Wells Fargo 1997 - March 1999
Skills
Ceph, Software Defined Storage, OpenStack, Python, Django, Open Source Software, Linux, Debian, Ubuntu, Server Administration, System Administration, Agile Methodologies, Databases, Software Development, XML, SQL, Perforce, C#, Mashups, Unix Shell Scripting, Linux Server, Apache, PHP, MySQL, MediaWiki, Joomla, Zimbra, OpenVPN, JBoss Application Server, Microsoft Operating..., Antivirus, Microsoft SQL Server, IIS, Serena SBM, Workflow Applications, Requirements Management, Spiceworks, Microsoft Office, Quality Assurance, Systems Management, Software Engineering, REST, Shell Scripting
Education
University of California, Berkeley 2004 — 2005
Online Extension
Heald College 1997 — 1999
AAS
College of Marin 1994 — 1996
Santa Rosa Jr. College 1992 — 1993
Novato HS 1988 — 1992
Partition Specialties Inc September 2012 - Present
Santa Rosa Junior College August 2010 - Present
PAYCHEX INC April 1999 - July 2009
Paychex Inc January 1999 - January 2000
Zabel Properties February 1997 - April 1999
Wells Fargo April 1993 - February 1998
WELLS FARGO (formerly First Interstate Bank) January 1993 - January 1997
Skills
Benefits Administration, Employee Relations, Employee Benefits, Human Resources, Performance Management, Personnel Management, Payroll, HR Policies, Microsoft Excel, Public Speaking
Education
Santa Rosa Junior College 2010 — 2013
Current Student, Accounting
Sonoma State University 1995 — 1997
BA, Communications
College of Marin 1990 — 1994
AA, Liberal Arts and Sciences/Liberal Studies
Williams-Sonoma, Inc. April 2013 - Present
Macys.com September 2012 - April 2013
Wells Fargo September 2007 - June 2012
Volt Technical Resources August 2005 - August 2007
Comm-IT June 2003 - September 2004
Gizmo Wireless December 2002 - August 2003
Eagan McAllister Associates September 2002 - June 2003
Robertson Stephens January 1998 - September 2002
Skills
SQL Server, SQL, Microsoft Office, Siebel Administration, Microsoft CRM, Oracle SQL, MS Project, CRM software, Business Analysis, Business Strategy, Cross Selling, Marketing Strategy, Marketing Communications, Community Outreach, Salesforce CRM, Quality Assurance, Analytics, Business Intelligence, SharePoint, Business Requirements, Requirements Gathering, Requirements Analysis, Data Analysis, Business Process..., Coremetrics Analytics, BrightTag, Mingle, Databases, ETL, Training, Agile Methodologies, User Acceptance Testing, Program Management, Predictive Analytics, Project Planning, Google Analytics, Direct Marketing, Web Analytics, Teradata, Vendor Management, CRM, Management, Salesforce.com, Process Improvement, Project Management, Software Documentation, Business Process
Education
The University of Georgia 1996 — 1998
BA, Communication and Mass Communication
College of Charleston 1993 — 1995
Bishop England High School
Wells Fargo November 2008 - November 2009
Wells Fargo September 2002 - November 2008
Aquent/Renaissance Worldwide February 2001 - September 2002
S1 Corporation August 2000 - December 2000
Wachovia August 1998 - August 2000
Skills
Cash Management, Competitive Analysis, Product Management, Strategy, Product Marketing, Banking, Payments, Product Development
Education
College of Charleston
Bachelor of Science, Business Administration
Wells Fargo August 2015 - Present
Carlisle & Gallagher Consulting Group July 2011 - August 2015
Wells Fargo February 2011 - July 2011
Zenta August 2009 - January 2011
Piedmont Capital Group December 2008 - August 2009
Ameritrust March 2008 - December 2008
Heartland Bank July 2007 - December 2007
HSBC/ Decision One Mortgage January 2003 - June 2007
Skills
Business Analysis, Contract Negotiation, Customer Relations, Excel, Risk Management, Problem Solving, Real Estate, Account Management, Process Improvement, Financial Reporting, New Business Development, Mortgage Banking, Process Engineering, Change Management, Program Management, Project Management, Management Consulting, Microsoft Excel, Business Process
Education
Florida State University 1995 — 1999
Bachelor's Degree, Anthropology
College of Charleston 1993 — 1996
Associate, Chemistry
Brown Dawg Studio January 2008 - Present
Xpress Magazine August 2010 - June 2014
Echo Times August 2008 - August 2010
Wells Fargo September 2005 - July 2008
Verizon Information Services 2002 - 2005
Skills
Editing, Storytelling, Journalism, Magazines, Advertising, Multimedia, Newspapers, Layout, Social Media, Public Relations, Event Planning, News Writing, Marketing Strategy, AP Style, Event Management, Blogging, Public Speaking, Copy Editing, Broadcast, New Media, Strategic Planning, Business Strategy, Sales, New Business Development, Selling, Refinance, Vendor Management, Sales Management, Digital Marketing, Negotiation, Customer Service, Mortgage Lending, Account Management, Email Marketing, Cold Calling, Investments, Process Improvement, Start-ups
Education
San Francisco State University 2010 — 2014
BA
College of Marin 2009 — 2010
Associates
University of Georgia - Terry College of Business
Wells Fargo December 2014 - Present
Charles Schwab June 2005 - January 2006
Addeco contract assignment at Charles Schwab December 2004 - June 2005
Charles Schwab December 1997 - January 2002
D.A. Davidson & Co. July 1997 - December 1997
Charles Schwab January 1996 - July 1997
Ramsden Securities June 1995 - January 1996
Pacific Stock Exchange January 1994 - June 1995
Skills
Trading, Investments, Portfolio Management, Hedge Funds, Options, Equities, Fixed Income, Investment Management, Wealth Management, Financial Services
Education
University of California, Berkeley 2012 — 2014
Bachelor's Degree, Economics
College of Marin 2007 — 2012
Economics
Avalara May 2007 - January 2008
Occam Research 2001 - 2008
Wells Fargo 1998 - 2001
Autodesk 1990 - 2000
Cubicomp 1980 - 1986
Education
University of Colorado Denver 2004 — 2005
Bachelors, Economics
Golden Gate University 1999 — 2001
Economics
College of Marin 1994 — 2001
AA, General Ed
Mt. San Antonio College 1979 — 1982
Wilson High School 1974 — 1979
high school
Hourglass Tarot January 2012 - Present
Independent Contractor; Gravity Productions October 2009 - Present
Wells Fargo January 2011 - February 2012
Ann Taylor June 2008 - March 2011
Madsoftgames October 2009 - January 2011
Georgiou Studio January 2007 - June 2008
Skills
Tarot, Reiki, Energy Healing, Astrology, Creative Writing, Styling, Oil Painting, Digital Photography, Songwriting, Acoustic Guitar, Singing, Music, Clairvoyant, Channeling, Photoshop, Video Games, Retail, Visual Merchandising, Merchandising, Customer Service, Apparel, Store Management, Fashion, Window Displays, Loss Prevention, PowerPoint, Microsoft Office, Digital Painting, Microsoft Excel, Restaurant Management, Retail Banking
Education
Psychic Horizons 2013 — 2016
Advanced Clairvoyant Certification, Clairvoyant Reading and Healing
Great Western University 2012 — 2013
Sacred Law
College of Marin 2008 — 2010
Creative Writing
College of Saint Elizabeth 2004 — 2005
Creative Writing
wells fargo Co-President of the Marin ChapterLupus Foundation of Northern CaliforniaJune 2000 - Present
Greater Bank Bank July 2001 - March 2008
Education
College of Marin 1981 — 1984
AA, Business, Early Child Education
Wells Fargo February 2004 - Present
Wells Fargo 2004 - Present
Wachovia Bank 2004 - 2008
South Carolina Credit Union League 1991 - 2002
Skills
Meeting Planning, Trade Shows, Budgets, Event Planning, Leadership, Event Management, Marketing, Corporate Events, Marketing Communications, Public Relations, Sales, Marketing Strategy, Management, Customer Service, Social Media Marketing, Social Media, Program Management, Hospitality, Banking, Advertising, Strategic Planning
Education
College of Charleston 1986 — 1990
Bachelor of Science (BS), Business Administration and Marketing
Wells Fargo September 2012 - Present
Wells Fargo January 2009 - September 2012
Wachovia May 2005 - December 2008
Hearst Magazines 1998 - 2005
Skills
Direct Marketing, Marketing Strategy, Strategic Planning, Marketing Analytics, Analytics
Education
Consumer Bankers Association Graduate School of Retail Banking Management 2006 — 2009
CPCC 2005 — 2005
Green Belt, Six Sigma
College of Charleston 1997 — 1998
BS, Business Administration
College of Charleston 1991 — 1996
BA, Corporate Communications
TSYS January 2014 - Present
TekSystems - at State Farm January 2013 - Present
OneNeck IT Services January 2011 - October 2012
Wells Fargo December 2009 - January 2011
DHL Express 2004 - 2009
Honeywell Process Solutions 2003 - 2004
ASARCO 2002 - 2003
Wells Fargo 2001 - 2002
QRP Management Methods International (QRP MMI) 1997 - 1999
Skills
Red Hat Linux, Solaris, AIX Administration, HPUX 11i, EMC Storage, Active Directory, Veritas, VMware, Unix, Shell Scripting, Linux, HP-UX, Disaster Recovery
Education
College of DuPage 1987 — 1989
AA, liberal arts
Wells Fargo March 2013 - Present
Direct Wines September 1999 - July 2009
Education
College of Lake County 1994 — 1996
Associate’s Degree
Bank of America March 2011 - September 2012
Wells Fargo May 2010 - October 2010
Bank of America November 2002 - October 2008
Bank of America June 2000 - October 2002
Bank of America January 1990 - June 2000
Education
Computer Learning Center 1981 — 1982
Certificate in Programming, Software Programming
College of Marin 1977 — 1979
Associate Degree program, Business Administration
Certus Bank January 2014 - December 2014
Wells Fargo February 2012 - December 2013
Charleston Magazine May 2012 - September 2012
Charleston Friends of the Library June 2010 - May 2011
Skills
Social Media, Blogging, Marketing, Event Management, Nonprofits, Social Media Marketing, Customer Service, Event Planning
Education
College of Charleston 2007 — 2011
Bachelor's degree, Communication and Media Studies
College of Charleston 2007 — 2011
Bachelor's degree, Communication and Media Studies
Wells Fargo July 2015 - Present
Wells Fargo September 2014 - June 2015
Wells Fargo June 2013 - August 2014
Ernst & Young September 2011 - June 2013
College of Charleston August 2010 - September 2011
Ernst & Young June 2010 - August 2010
University of South Carolina 2008 - 2009
Skills
Financial Reporting, Excel, Financial Accounting
Education
College of Charleston 2010 — 2011
Master of Science, Accounting
University of South Carolina - The Moore School of Business 2006 — 2010
Bachelor of Science in Business Administration, Accounting and Spanish
Universidad Veritas 2007 — 2007
Spanish Language and Culture
Wells Fargo July 2012 - Present
Wells Fargo & Company September 2006 - July 2012
Wachovia Bank January 2000 - September 2006
Wachovia Bank November 2001 - January 2006
Florida Verification Unit January 2000 - November 2001
Ernst & Young, LLP September 1998 - August 1999
Independence Federal Savings Bank September 1997 - September 1998
US PIRG September 1995 - May 1996
Skills
Banking, AML, Bank Secrecy Act, Operational Risk, Certified Fraud Examiner, Fraud, Check Fraud, Financial Structuring, Money Laundering, Anti Money Laundering, Financial Services, Risk Management
Education
College of Charleston 1992 — 1995
B.S., Psychology
Denison University 1990 — 1992
B.S., Psychology
Primetime Sports Agents/PSA Waste September 2012 - Present
Wells Fargo February 2006 - September 2012
Wachovia Bank May 2001 - February 2006
The Breakers Palm Beach February 1999 - March 2001
Illinois Recycling Services February 1997 - February 1999
Skills
Series 7, 6, 63..., fluent in Spanish, Fixed Annuities, Real Estate, Portfolio Management, Mortgage Lending, Banking, Credit, Investments, Sports Management, Sales, Finance, Financial Services, Strategic Financial..., Financial Advisory, Loans, Relationship Management
Education
Palm Beach Atlantic University 1994 — 1996
BA, International Business and minor in Spanish
College of DuPage 1992 — 1994
Associate, Arts
Coffee Roo May 2013 - Present
Wells Fargo December 2012 - April 2013
Nick's Cove and Cottages April 2012 - February 2013
One Market Restaurant July 2007 - December 2008
Olema Inn & Restaurants April 2003 - July 2007
Skills
Customer Service, Sales, Food & Beverage, Sales Management, Business communication..., Customer service skills, Good communication..., Wine, Teamwork, Administrative skills, Managerial Skills, CRM, Windows and Mac Systems, Microsoft Excel, Word,..., 60+ words per minute..., Leadership, Hospitality, Microsoft Office, Microsoft Excel, Training, Customer Satisfaction, Microsoft Word, PowerPoint, Outlook, Budgets
Education
San Francisco State University 2007 — 2010
Bachelor of Science (B.S.), Business Administration; Management
Victoria University 2009 — 2009
Bachelor's degree, Business Administration, Management and Operations
College of Marin 2004 — 2007
Associate of Arts (A.A.), Business, Spanish and Liberal Arts
Wells Fargo Home Mortgage August 2007 - Present
Wells Fargo January 2004 - August 2007
Wells Fargo January 1999 - January 2004
Skills
Administrative Support, Outlook, Spreadsheets, Customer Service, PowerPoint, Data Entry
Education
Southern Illinois University 1993 — 1994
Continued my Studies in Elementary Ed and Art History.
College of DuPage 1992 — 1993
CNA, Nursing
College Of DuPage 1991 — 1993
Studied Elementary Ed and Art History
Davea Technical School 1988 — 1990
Daycare Assistant, Daycare
TIAA-CREF August 2011 - Present
Wells Fargo March 2010 - September 2011
Bank of America December 2006 - February 2010
Hewitt Associates July 1984 - December 2006
Skills
SQL, Analysis, Business Analysis, Business Process..., Business Requirements, SDLC, Vendor Management, Requirements Analysis
Education
College of Lake County 1984 — 1986
Associate, Applied Science - Computer Science
Wells Fargo Bank May 2008 - Present
Wells Fargo January 2002 - Present
Wells Fargo February 1999 - February 2005
Skills
Loans, Mortgage Lending, Commercial Lending, Credit, Loan Origination, Consumer Lending, Small Business Lending, Banking, Financial Analysis, Retail Banking, Sales, Credit Analysis, Customer Service, Team Building, Portfolio Management, Relationship Management, Mortgage Banking
Education
College of Marin
KAZSOURCE November 2014 - Present
Wells Fargo October 2010 - October 2014
Allstate February 2010 - September 2010
T. Rowe Price November 2007 - December 2009
Education
Webster University 2008 — 2010
Master of Arts (M.A.), Human Resources Management and Services
College of Charleston 1995 — 1999
Bachelor of Arts (B.A.), Business/Corporate Communications
MeadWestvaco June 2014 - Present
OOCL October 2011 - June 2014
OOCL July 2010 - October 2011
Wells Fargo August 2009 - July 2010
Skills
Microsoft Office, Outlook, Customer Service, Interpersonal Skill, Corporate Communications, International Logistics, Goal Oriented, Leadership, Microsoft Word, Public Speaking, Editing, Sales, Event Planning, Shipping, Account Management, Analysis, Salesforce.com, Inventory Management, Logistics
Education
College of Charleston 2005 — 2009
Bachelor of Arts (B.A.), Business/Corporate Communications
University of Illinois at Urbana-Champaign February 2014 - Present
Department of Veterans Affairs August 2011 - August 2012
BENE, LLC January 2006 - August 2011
Caterer, Bevy's Catering January 1995 - January 1998
Oak Forest Hospital January 1992 - January 1994
Wells Fargo January 1989 - January 1991
Skills
Westlaw, Legal Research, Workers Compensation, Microsoft Office, Administrative Support, Outlook, WordPerfect, Policy Analysis, Employment Law
Education
University of Illinois Springfield
Master's degree, Public Administration
College of Lake County
Paralegal Certificate
Roosevelt University
BA, Political Science
Culp Elliott & Carpenter, PLLC June 2014 - Present
Wake Forest University May 2012 - Present
Wake Forest Community Law & Business Clinic August 2013 - December 2013
North Carolina Business Court July 2013 - August 2013
Tuggle Duggins P.A. May 2013 - June 2013
Charleston Pro Bono Legal Services June 2012 - August 2012
Social Primer October 2010 - August 2011
Wells Fargo October 2009 - November 2010
Charleston Place Hotel May 2007 - November 2010
Charleston Harbor Resort & Marina September 2004 - January 2007
Skills
Microsoft Excel, PowerPoint, Sales, Advertising, Legal Research, Event Planning, Public Speaking, Microsoft Office, Social Media, Microsoft Word, Marketing, Facebook, Editing, Research, Time Management, Social Networking, Public Relations, Legal Writing
Education
Wake Forest University School of Law 2011 — 2014
Juris Doctor, Cum Laude
College of Charleston 2004 — 2008
BS, Economics
FDA May 2013 - Present
Accessible Enterprise Inc June 2008 - Present
Department of Veterans Affairs December 2012 - May 2013
Defense Logistics Agency June 2008 - December 2012
Aetna January 2008 - March 2008
Bank of America July 2007 - January 2008
JPMorgan Chase September 2006 - July 2007
AAA September 2005 - September 2006
Wells Fargo March 2005 - September 2005
Hartford Life September 2004 - March 2005
Skills
LoadRunner, SAP Netweaver, SAP Portal, Active Directory, Siteminder, WinRunner, QTP, Robot, Rational Functional..., Test Planning, Visio, XSLT, Unix, SAP, C++, Java, HP QTP
Education
DePaul University 2000 — 2003
Bachelor's degree, Management Information Systems, General
College of DuPage 2000 — 2001
Associate's degree, Computer Science
American Benefit Services, Inc. August 2010 - Present
Wells Fargo May 1999 - July 2007
Skills
Benefits Administration, Recruiting, Microsoft Excel, Insurance, Customer Service, Leadership, Sales, Medicare, Customer Satisfaction, Microsoft Office, Microsoft Word, Team Building
Education
College of Charleston 1995 — 1999
BS, Business Administration and Management, General
Wells Fargo June 2012 - Present
Cunningham and Associates April 2011 - April 2012
Life Time Fitness August 2006 - April 2011
Skills
Program Development, Social Services, Non-profits, Community Outreach, Youth Work, Fundraising, Management
Education
University of Phoenix 2011 — 2014
Bachelor of Science (BS), Human Services, General, 3.6
College of DuPage 2001 — 2003
Associate's degree, Education
Inactive July 2014 - Present
Waterstone Mortgage November 2013 - February 2014
Wells Fargo September 2010 - May 2013
Skills
Mortgage Lending, FHA, Mortgage Banking, Refinance, Loan Origination, Loans, Residential Mortgages, VA loans, FHA financing, USDA, Credit, Reverse Mortgages, First Time Home Buyers, Banking, Investment Properties, Government Loans, Credit Analysis, Commercial Lending, Real Estate
Education
College of DuPage
Hyde Park Central School District October 2009 - Present
Patelco Credit Union December 2005 - May 2009
Academy Bank March 2005 - September 2005
Academy Bank-Colorado Springs,CO. March 2005 - September 2005
Wells Fargo December 2000 - June 2003
Skills
Banking, Loans, Sales, Credit, Outlook, Microsoft Office, Microsoft Word, Customer Service
Education
College of Marin 1993 — 1995
English Major
Tamalpais High School 1990 — 1993
High School Diploma, Academic
Wells Fargo November 2010 - Present
Wells Fargo May 2004 - November 2010
Wells Fargo January 1980 - April 2004
Skills
Customer Service, Credit, Banking
Education
College of Lake County
Wells Fargo September 2014 - Present
Wells Fargo November 2012 - September 2014
Andy's Local Market March 2008 - January 2013
Skills
Account Reconciliation, Accounting, Cash Management, Accounts Payable, Accounts Receivable, Financial Analysis, QuickBooks, Microsoft Excel, Finance, Customer Service, Cash Flow, Financial Accounting, Microsoft Office
Education
San Francisco State University 2013 — 2015
Business Administration and Management, General
College of Marin 2009 — 2012
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Monsanto Company July 2014 - Present
Daugherty Business Solutions July 2014 - Present
Wells Fargo 2013 - 2014
Infosys 2008 - 2014
Polo Ralph Lauen 2013 - 2013
WellPoint 2008 - March 2012
Tata Consultancy Services 2002 - 2007
British Airways 2003 - 2006
Skills
ETL, Informatica, Business Intelligence, Teradata, Netezza, Business Objects, Crystal Reports, MicroStrategy Reporting, Unix Shell Scripting, SDLC, Oracle, Microsoft SQL Server, IDQ, Control M, Autosys, Metadata Management, Erwin, Tableau, Hbase, ODI
Education
College of Engineering, Trivandrum 1998 — 2002
Bachelor of Technology (BTech)
University of Wyoming January 2011 - December 2011
Wells Fargo May 2011 - November 2011
Skills
Microsoft Word, Time Management, Customer Service, Leadership, Teamwork, Microsoft Excel, Event Planning, Public Speaking, Data Analysis, Social Media, Facebook, PowerPoint, Data Entry, Critical Thinking, Outlook
Education
University of Wyoming 2009 — 2013
Bachelor or Science, Business Administration
College of Charleston 2012 — 2012
Elliott & Painter Wealthcare Advisors February 2012 - Present
Wells Fargo Advisors March 2001 - February 2012
Pfizer October 1996 - March 2001
Wells Fargo October 1990 - October 1996
Skills
Retirement Planning, Wealth Management, Estate Planning, Retirement, Investments, 401k, Wealth, Alternative Investments, Investment Management, High Net Worth...
Education
College of Charleston 1986 — 1990
Bachelor of Arts (B.A.), Political Science and Government
Spartanburg High School 1983 — 1986
Guggenheim Partners June 2015 - Present
Wells Fargo September 2013 - April 2015
Wells Fargo Bank April 2011 - September 2013
Wells Fargo Advisors May 2009 - April 2011
Wachovia Securities March 2006 - May 2009
Skills
Series 7, Fixed Income, Equities, Bloomberg, Bonds, Capital Markets, Derivatives, Swaps, FX Options, CDS, Structured Products, Credit, Securities, Trading, Options, FX Swaps, FX Trading
Education
College of Charleston 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Barnes & Noble March 2008 - Present
Wells Fargo 1978 - 1979
Education
College of Marin
English Language and Literature, General
Keller Williams Real Estate 2004 - Present
Wells Fargo June 2007 - August 2009
Skills
Sellers, Real Estate, First Time Home Buyers, Foreclosures, Relocation, Buyer Representation, Short Sales, Investment Properties, Investors, Luxury, Property Management, Loss Mitigation, Referrals, Listings, REO, FHA, Single Family Homes, Property, Residential Homes, Condos, Real Property, Real Estate Transactions, SFR, New Home Sales, ABR, 1031 Exchanges, HUD
Education
College of Charleston 1996 — 1999
Bachelor's Degree, Business
Wells Fargo June 2012 - Present
Education
College of Charleston 2008 — 2012
Bachelor of Science (B.S.), Geology
Macy's October 2011 - May 2013
Croaff and Associates for Visa Medical January 1995 - May 1997
I. Magnin April 1994 - January 1995
Wells Fargo January 1988 - April 1994
The Short School March 1986 - January 1988
Skills
Makeup Artistry, Customer Oriented, Beauty Industry, Retail Banking, Branch Banking, Cosmetics, Preschool teacher, Exercises, Fashion
Education
San Francisco State University 1990 — 1994
Bachelor of Arts (B.A.), Psychology, 3.0
College of Marin 1987 — 1990
Associate of Arts (AA), Early Childhood Education and Teaching, 4.0
Wells Fargo February 2011 - Present
Campbell, Rappold & Yurasits LLP November 2007 - August 2010
Skills
Finance, Accounting
Education
College of Charleston 2003 — 2007
Bachelor's degree, Accounting and Business/Management
Twin Rivers Unified School District March 2011 - Present
Camellia Color Corporation, Inc. August 2000 - June 2007
Wells Fargo August 1989 - January 1999
Education
College of Marin
College of Marin
Wells Fargo 1996 - 2012
Education
College of Marin
a/s, admin of justice
Wells Fargo June 2014 - Present
Wells Fargo February 2013 - June 2014
Bank of America March 2012 - February 2013
Wells Fargo / Wachovia October 2011 - March 2012
Wachovia/Wells Fargo April 2011 - October 2011
Wachovia April 2010 - April 2011
Education
College of Charleston
Political Science
Summerville High School
Diploma, General Studies
Trident Technical College
Political Science