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.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Employee
Years
Job
Industry
Sheetal Ellashetty Sheetal Ellashetty's Wells Fargo Experience September 2014 - Present
Job Developer at NIC INFO TECH
Industry Banking
Experience
Wells Fargo September 2014 - Present
JPMorgan Chase April 2013 - August 2014
Ohio Department of Job and Family Services January 2012 - March 2013
Bradley University June 2011 - December 2011
Skills
SQL, SDLC, Agile Methodologies, XML, Microsoft SQL Server, Java, JavaScript, Web Services, Spring MVC, PL/SQL, C++, Java Enterprise Edition
Education
Bradley University 2010 — 2011
Master's degree, Computer Science
Jawaharlal Nehru Technological University 2006 — 2010
Bachelor's degree, Computer Science
Harrisburg University of Science and Technology
Master of Business Administration (M.B.A.), Computer Programming
Wells Fargo September 2014 - Present
JPMorgan Chase April 2013 - August 2014
Ohio Department of Job and Family Services January 2012 - March 2013
Bradley University June 2011 - December 2011
Skills
SQL, SDLC, Agile Methodologies, XML, Microsoft SQL Server, Java, JavaScript, Web Services, Spring MVC, PL/SQL, C++, Java Enterprise Edition
Education
Bradley University 2010 — 2011
Master's degree, Computer Science
Jawaharlal Nehru Technological University 2006 — 2010
Bachelor's degree, Computer Science
Harrisburg University of Science and Technology
Master of Business Administration (M.B.A.), Computer Programming
Geni Ortiz Geni Ortiz's Wells Fargo Experience March 2005 - October 2006
Job Patient Relations / Risk Management Coordinator at Salinas Valley Memorial Hospital
Industry Hospital & Health Care
Experience
Salinas Valley Memorial Hospital August 2012 - Present
Salinas Valley Memorial Healthcare System October 2007 - August 2012
Wells Fargo March 2005 - October 2006
County of Monterey January 2002 - February 2005
Natividad Medical Center (NMC) September 2000 - January 2002
D.C. Paralegal Services August 1998 - August 2000
Bank of America March 1998 - August 1998
Skills
Bilingual-Spanish, Biliterate - Spanish, Notary Public, Data Entry, Telephone Skills, Filing, Invoicing, PowerPoint, Payroll, Customer Service, Bookkeeping, Administrative..., Lotus Notes, Calendaring, Outlook, Office Management, Travel Arrangements, Office Administration, Editing, Human Resources, Accounts Receivable, 10 Key, Accounts Payable, Hospitals, Patient Safety, Policy, Healthcare Management, Healthcare, EHR, Meditech, Patient Advocacy, EMR, Healthcare Information..., Nursing, Administrative...
Education
Hartnell College 1995 — 1998
Associate of Arts Degree, Business
Salinas Valley Memorial Hospital August 2012 - Present
Salinas Valley Memorial Healthcare System October 2007 - August 2012
Wells Fargo March 2005 - October 2006
County of Monterey January 2002 - February 2005
Natividad Medical Center (NMC) September 2000 - January 2002
D.C. Paralegal Services August 1998 - August 2000
Bank of America March 1998 - August 1998
Skills
Bilingual-Spanish, Biliterate - Spanish, Notary Public, Data Entry, Telephone Skills, Filing, Invoicing, PowerPoint, Payroll, Customer Service, Bookkeeping, Administrative..., Lotus Notes, Calendaring, Outlook, Office Management, Travel Arrangements, Office Administration, Editing, Human Resources, Accounts Receivable, 10 Key, Accounts Payable, Hospitals, Patient Safety, Policy, Healthcare Management, Healthcare, EHR, Meditech, Patient Advocacy, EMR, Healthcare Information..., Nursing, Administrative...
Education
Hartnell College 1995 — 1998
Associate of Arts Degree, Business
Shelitha Mills's Wells Fargo Experience January 1997 - January 1999
Job Project Manager at Carolinas Healthcare System
Industry Hospital & Health Care
Experience
Carolinas Healthcare System December 2014 - Present
Piedmont Natural Gas August 2013 - August 2014
AmerisourceBergen Healthcare Consulting Services February 2005 - December 2012
US LEC May 1999 - May 2004
Wells Fargo January 1997 - January 1999
Bank of America January 1993 - January 1996
Skills
Managed Care, Pharmaceutical Industry, Healthcare Management, Office Operations, People management, Work scheduling..., Budget management, Management, Cross-functional Team..., Pharmaceutical Sales, Process Improvement, Healthcare, Team Management, Team Leadership, Dependable Team Player, Travel Management, Business Process..., Real Estate License, Customer Service, Office Administration, Communication Skills, People Development, People-oriented, Building Relationships, Team Building, Written & Oral..., Training Facilitation, Real Estate, Real Estate Transactions, Budgets, Medicare, Pharmacy, Healthcare Consulting, Medical Devices, Oncology, Healthcare Information..., Medicaid, Project Management, Insurance, Hospitals, Business Analysis, Training, Leadership, Software Documentation, Business Process, Sales Operations, Human Resources, Access, Strategic Planning, Project Planning
Education
Harding University
American Business College, Charlotte, NC
Diploma, Business Administration
Mingle Real Estate School 2006 — 2006
NC Real Estate Broker, NC Real Estate
Carolinas Healthcare System December 2014 - Present
Piedmont Natural Gas August 2013 - August 2014
AmerisourceBergen Healthcare Consulting Services February 2005 - December 2012
US LEC May 1999 - May 2004
Wells Fargo January 1997 - January 1999
Bank of America January 1993 - January 1996
Skills
Managed Care, Pharmaceutical Industry, Healthcare Management, Office Operations, People management, Work scheduling..., Budget management, Management, Cross-functional Team..., Pharmaceutical Sales, Process Improvement, Healthcare, Team Management, Team Leadership, Dependable Team Player, Travel Management, Business Process..., Real Estate License, Customer Service, Office Administration, Communication Skills, People Development, People-oriented, Building Relationships, Team Building, Written & Oral..., Training Facilitation, Real Estate, Real Estate Transactions, Budgets, Medicare, Pharmacy, Healthcare Consulting, Medical Devices, Oncology, Healthcare Information..., Medicaid, Project Management, Insurance, Hospitals, Business Analysis, Training, Leadership, Software Documentation, Business Process, Sales Operations, Human Resources, Access, Strategic Planning, Project Planning
Education
Harding University
American Business College, Charlotte, NC
Diploma, Business Administration
Mingle Real Estate School 2006 — 2006
NC Real Estate Broker, NC Real Estate
Brian Bouchard's Wells Fargo Experience August 2015 - Present
Job Wells Fargo DCIO
Industry Financial Services
Experience
Wells Fargo August 2015 - Present
Thornburg Investment Management February 2011 - Present
Morgan Stanley Smith Barney June 2010 - March 2011
Morgan Stanley Smith Barney July 2009 - June 2010
Morgan Stanley April 2008 - July 2009
Merrill Lynch 2003 - 2008
Education
Harvard Extension School 1993 — 1995
The Catholic University of America 1987 — 1990
Wells Fargo August 2015 - Present
Thornburg Investment Management February 2011 - Present
Morgan Stanley Smith Barney June 2010 - March 2011
Morgan Stanley Smith Barney July 2009 - June 2010
Morgan Stanley April 2008 - July 2009
Merrill Lynch 2003 - 2008
Education
Harvard Extension School 1993 — 1995
The Catholic University of America 1987 — 1990
Celina García Sanchez's Wells Fargo Experience October 2009 - September 2011
Job Business Owner at Nessa Business Solutions
Industry Accounting
Experience
Nessa Business Solutions January 2012 - Present
Nessa Business Solutions January 2012 - Present
Wells Fargo October 2009 - September 2011
Wells Fargo Home Mortgage February 2002 - October 2009
Skills
Bookkeeping, Payroll, Income Tax, Notary, National Association of..., Civic Weddings, Immigration Consultant, Legal Documents, Microsoft Word, Management, Small Business, Finance, Coaching, Customer Service, Time Management, Banking
Education
University of Phoenix 2011 — 2014
Bachelor of Business Management, Business Administration and Management, General
Hartnell College 2000 — 2007
Associate of Arts (A.A.), Banking and Financial Support Services
Nessa Business Solutions January 2012 - Present
Nessa Business Solutions January 2012 - Present
Wells Fargo October 2009 - September 2011
Wells Fargo Home Mortgage February 2002 - October 2009
Skills
Bookkeeping, Payroll, Income Tax, Notary, National Association of..., Civic Weddings, Immigration Consultant, Legal Documents, Microsoft Word, Management, Small Business, Finance, Coaching, Customer Service, Time Management, Banking
Education
University of Phoenix 2011 — 2014
Bachelor of Business Management, Business Administration and Management, General
Hartnell College 2000 — 2007
Associate of Arts (A.A.), Banking and Financial Support Services
Jayson Lowry Jayson Lowry's Wells Fargo Experience February 2010 - October 2012
Job Financial Center Manager at University Federal Credit Union
Industry Banking
Experience
University Federal Credit Union February 2014 - Present
University Federal Credit Union February 2013 - January 2014
University Federal Credit Union October 2012 - January 2013
Wells Fargo February 2010 - October 2012
Skills
Loans, Consumer Lending, Small Business Lending, Credit, Lines Of Credit, Mortgage Lending, Banking, Commercial Lending, Loan Origination, Credit Analysis, Commercial Banking, Mortgage Banking, Retail Banking, Home Equity, Cross Selling, Refinance, Home Equity Lines of..., Home Equity Loans, Wealth Management, Relationship Management
Education
Hardin-Simmons University 2005 — 2008
Bachelor of Business Administration (BBA), Finance and Financial Management Services
University of California, Berkeley 2007 — 2007
Texas A&M University-Corpus Christi 2004 — 2005
University Federal Credit Union February 2014 - Present
University Federal Credit Union February 2013 - January 2014
University Federal Credit Union October 2012 - January 2013
Wells Fargo February 2010 - October 2012
Skills
Loans, Consumer Lending, Small Business Lending, Credit, Lines Of Credit, Mortgage Lending, Banking, Commercial Lending, Loan Origination, Credit Analysis, Commercial Banking, Mortgage Banking, Retail Banking, Home Equity, Cross Selling, Refinance, Home Equity Lines of..., Home Equity Loans, Wealth Management, Relationship Management
Education
Hardin-Simmons University 2005 — 2008
Bachelor of Business Administration (BBA), Finance and Financial Management Services
University of California, Berkeley 2007 — 2007
Texas A&M University-Corpus Christi 2004 — 2005
Elizabeth Gill Elizabeth Gill's Wells Fargo Experience May 2011 - May 2012
Job Associate at The Raine Group
Industry Financial Services
Experience
The Raine Group July 2014 - Present
J.P. Morgan June 2013 - August 2013
Eureka Growth Capital May 2012 - July 2012
Wells Fargo May 2011 - May 2012
Wells Fargo October 2009 - May 2011
Merrill Lynch July 2008 - October 2009
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Lehigh University - College of Business and Economics 2004 — 2008
Bachelor of Science, Accounting and Finance
The Raine Group July 2014 - Present
J.P. Morgan June 2013 - August 2013
Eureka Growth Capital May 2012 - July 2012
Wells Fargo May 2011 - May 2012
Wells Fargo October 2009 - May 2011
Merrill Lynch July 2008 - October 2009
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Lehigh University - College of Business and Economics 2004 — 2008
Bachelor of Science, Accounting and Finance
Elaina Garvin Briant's Wells Fargo Experience February 2010 - June 2011
Job Brand Art Director at Snapfish
Industry Marketing and Advertising
Experience
Snapfish October 2014 - Present
Snapfish May 2012 - October 2014
Cisco Systems February 2012 - November 2012
Kodak Gallery September 2011 - April 2012
Wells Fargo February 2010 - June 2011
Freelance March 2009 - February 2010
The Kessler Group 2003 - 2008
Providian Financial January 1999 - January 2003
Skills
Art Direction, Creative Direction, Graphic Design, Advertising, InDesign, Online Marketing, Layout, Brochures, Email Marketing, User Experience, Graphics, Direct Mail, Copywriting, Dreamweaver, Illustrator, Interaction Design, Corporate Identity, Flash, QuarkXPress, E-commerce, Interactive Advertising, Mac, Responsive Web Design, Mobile Marketing, Mobile Devices
Education
Hanover College
UC Berkeley Extension-Art & Design
University of Cincinnati
Bachelor of Arts (BA)
Snapfish October 2014 - Present
Snapfish May 2012 - October 2014
Cisco Systems February 2012 - November 2012
Kodak Gallery September 2011 - April 2012
Wells Fargo February 2010 - June 2011
Freelance March 2009 - February 2010
The Kessler Group 2003 - 2008
Providian Financial January 1999 - January 2003
Skills
Art Direction, Creative Direction, Graphic Design, Advertising, InDesign, Online Marketing, Layout, Brochures, Email Marketing, User Experience, Graphics, Direct Mail, Copywriting, Dreamweaver, Illustrator, Interaction Design, Corporate Identity, Flash, QuarkXPress, E-commerce, Interactive Advertising, Mac, Responsive Web Design, Mobile Marketing, Mobile Devices
Education
Hanover College
UC Berkeley Extension-Art & Design
University of Cincinnati
Bachelor of Arts (BA)
Markeisha Bradley Markeisha Bradley's Wells Fargo Experience July 2015 - Present
Job Analytic Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
Wells Fargo Advisors April 2011 - July 2015
Wells Fargo Advisors July 2010 - April 2011
Citimortgage September 2009 - July 2010
Skills
Quality Assurance, Mortgage Lending, Regression Testing, Mortgage Banking, Test Cases, Loans, Testing, Banking, Credit, Test Management, Loan Origination, Leadership, Training, Analysis, Team Building, Public Speaking, Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, Management, Coaching, Marketing, Strategic Planning
Education
Harris-Stowe State University 2006 — 2012
Bachelor of Science (B.S.), Business Administration, Management and Operations
Wells Fargo July 2015 - Present
Wells Fargo Advisors April 2011 - July 2015
Wells Fargo Advisors July 2010 - April 2011
Citimortgage September 2009 - July 2010
Skills
Quality Assurance, Mortgage Lending, Regression Testing, Mortgage Banking, Test Cases, Loans, Testing, Banking, Credit, Test Management, Loan Origination, Leadership, Training, Analysis, Team Building, Public Speaking, Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, Management, Coaching, Marketing, Strategic Planning
Education
Harris-Stowe State University 2006 — 2012
Bachelor of Science (B.S.), Business Administration, Management and Operations
Malcolm Watts's Wells Fargo Experience April 2011 - Present
Job Branch Manager
Industry Financial Services
Experience
Wells Fargo April 2011 - Present
New York Life Insurance Company March 2010 - November 2010
Sprint November 2003 - March 2010
IBM June 2001 - August 2001
Wats International Inc. June 1994 - May 2001
Skills
Retirement Planning, Financial Planning, Long Term Care, Estate Planning, Credit, Wealth Management, Portfolio Management, Risk Management, Banking, IRA's, Financial Analysis, Loans, Compliance, Strategic Financial..., IRAs, Investments, Management, Finance, Leadership, Customer Service, Sales, Analysis, Financial Services
Education
Hampton University 1998 — 2003
Bachelor of Science (BS), Marketing
Wells Fargo April 2011 - Present
New York Life Insurance Company March 2010 - November 2010
Sprint November 2003 - March 2010
IBM June 2001 - August 2001
Wats International Inc. June 1994 - May 2001
Skills
Retirement Planning, Financial Planning, Long Term Care, Estate Planning, Credit, Wealth Management, Portfolio Management, Risk Management, Banking, IRA's, Financial Analysis, Loans, Compliance, Strategic Financial..., IRAs, Investments, Management, Finance, Leadership, Customer Service, Sales, Analysis, Financial Services
Education
Hampton University 1998 — 2003
Bachelor of Science (BS), Marketing
Tabea Bakke Tabea Bakke's Wells Fargo Experience July 2003 - October 2005
Job Assistant Prevention Education and Student Judicial Affairs
Industry Higher Education
Experience
St. Norbert College February 2015 - Present
Bank of America December 2012 - November 2014
Bank of America November 2005 - December 2012
Wells Fargo July 2003 - October 2005
Skills
Banking, Loan Origination, Team Leadership, Quality Control, Microsoft Excel, Management, Mortgage Banking, Project Management, Mortgage Lending, Training, Underwriting, FHA, Loans, Change Management, Business Intelligence
Education
Iowa State University 2000 — 2002
Bachelor of Arts (B.A.)
Harding University 1999 — 2000
St. Norbert College February 2015 - Present
Bank of America December 2012 - November 2014
Bank of America November 2005 - December 2012
Wells Fargo July 2003 - October 2005
Skills
Banking, Loan Origination, Team Leadership, Quality Control, Microsoft Excel, Management, Mortgage Banking, Project Management, Mortgage Lending, Training, Underwriting, FHA, Loans, Change Management, Business Intelligence
Education
Iowa State University 2000 — 2002
Bachelor of Arts (B.A.)
Harding University 1999 — 2000
Tiffany Dulan Tiffany Dulan's Wells Fargo Experience October 1996 - July 1997
Job Accounting Software Support at Media Services
Industry Accounting
Experience
Media Services January 2015 - Present
Riviera Property Management December 2013 - Present
CAPS Universal Payroll April 2012 - Present
Aunt Kizzy's Restaurant January 2007 - March 2012
Transamerica January 1999 - 2007
Towers Perrin 1997 - 1999
Wells Fargo October 1996 - July 1997
California State University, Long Beach August 1996 - October 1996
Skills
Pensions, Insurance, Financial Analysis, Customer Service, Leadership Development, Finance, Coaching, Management, Strategic Financial..., Budgets, Financial Modeling, Retirement, Marketing, Event Planning, Strategic Planning, Team Building, Process Improvement, Accounting, Analysis, Payroll, Microsoft Excel, Outlook, Accounts Payable
Education
Hampton University 1992 — 1996
Bachelor of Science (BS), Finance, General
Media Services January 2015 - Present
Riviera Property Management December 2013 - Present
CAPS Universal Payroll April 2012 - Present
Aunt Kizzy's Restaurant January 2007 - March 2012
Transamerica January 1999 - 2007
Towers Perrin 1997 - 1999
Wells Fargo October 1996 - July 1997
California State University, Long Beach August 1996 - October 1996
Skills
Pensions, Insurance, Financial Analysis, Customer Service, Leadership Development, Finance, Coaching, Management, Strategic Financial..., Budgets, Financial Modeling, Retirement, Marketing, Event Planning, Strategic Planning, Team Building, Process Improvement, Accounting, Analysis, Payroll, Microsoft Excel, Outlook, Accounts Payable
Education
Hampton University 1992 — 1996
Bachelor of Science (BS), Finance, General
Ellen Monroe Ellen Monroe's Wells Fargo Experience June 1991 - June 1993
Job Flooring Specialist at The Home Depot
Industry Retail
Experience
The Home Depot February 2000 - Present
Wells Fargo June 1991 - June 1993
Target July 1990 - June 1991
Skills
Merchandising, Retail, Store Management, Visual Merchandising, Loss Prevention, Retail Sales, Inventory Management, Inventory Control, Store Operations, Customer Service, Sales, Customer Satisfaction, Cashiering, Big Box, Planograms
Education
Hartnell College 1980 — 1981
Early Childhood Education and Teaching
North Salinas High School 1973 — 1977
The Home Depot February 2000 - Present
Wells Fargo June 1991 - June 1993
Target July 1990 - June 1991
Skills
Merchandising, Retail, Store Management, Visual Merchandising, Loss Prevention, Retail Sales, Inventory Management, Inventory Control, Store Operations, Customer Service, Sales, Customer Satisfaction, Cashiering, Big Box, Planograms
Education
Hartnell College 1980 — 1981
Early Childhood Education and Teaching
North Salinas High School 1973 — 1977
Nikehia Brown Nikehia Brown's Wells Fargo Experience May 2013 - Present
Job Quality Assurance Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2013 - Present
JPMorgan Chase January 2013 - May 2013
JPMorgan Chase May 2011 - January 2013
JPMorgan Chase June 2010 - May 2011
Taylor, Bean & Whitaker 2008 - 2009
Homegold/EMC Mortgage 2002 - 2003
Skills
Mortgage Servicing, Microsoft Office, Microsoft Excel, Microsoft Word, Quality Auditing, Correspondent Banking, Mortgage Underwriting, Mortgage Banking, Bankruptcy, Customer Service, Employee Training, Underwriting, Loans, Mortgage Lending, Credit, Credit Analysis, Process Improvement, Call Centers, Banking, Foreclosures, Loan Servicing, Customer Satisfaction, Training, FHA, Risk Management, Insurance, Management, Loss Mitigation, Financial Risk, Default, Software Documentation, Analysis, Short Sales, Finance, Residential Mortgages, Data Entry, Financial Services, Portfolio Management, Loan Modifications, Funding, Refinance, Loan Origination, Quality Assurance, Sales, Auditing, Access, USDA, Negotiation, Retail Banking, Consumer Lending
Education
Strayer University 2015 — 2019
Bachelor of Business Administration (BBA), Project Management
Columbia College 1996 — 1999
Sociology
Hampton University 1995 — 1996
Wells Fargo May 2013 - Present
JPMorgan Chase January 2013 - May 2013
JPMorgan Chase May 2011 - January 2013
JPMorgan Chase June 2010 - May 2011
Taylor, Bean & Whitaker 2008 - 2009
Homegold/EMC Mortgage 2002 - 2003
Skills
Mortgage Servicing, Microsoft Office, Microsoft Excel, Microsoft Word, Quality Auditing, Correspondent Banking, Mortgage Underwriting, Mortgage Banking, Bankruptcy, Customer Service, Employee Training, Underwriting, Loans, Mortgage Lending, Credit, Credit Analysis, Process Improvement, Call Centers, Banking, Foreclosures, Loan Servicing, Customer Satisfaction, Training, FHA, Risk Management, Insurance, Management, Loss Mitigation, Financial Risk, Default, Software Documentation, Analysis, Short Sales, Finance, Residential Mortgages, Data Entry, Financial Services, Portfolio Management, Loan Modifications, Funding, Refinance, Loan Origination, Quality Assurance, Sales, Auditing, Access, USDA, Negotiation, Retail Banking, Consumer Lending
Education
Strayer University 2015 — 2019
Bachelor of Business Administration (BBA), Project Management
Columbia College 1996 — 1999
Sociology
Hampton University 1995 — 1996
Su Hokiarto Su Hokiarto's Wells Fargo Experience June 2012 - Present
Job Strategic Financial Services Executive
Industry Financial Services
Experience
Wells Fargo June 2012 - Present
BlackRock 2006 - 2012
Barclays Capital 2004 - 2006
b-business partners 2000 - 2004
Booz & Company 1994 - 2000
Skills
Business Strategy, Corporate Development, Private Equity, Analysis, Strategic Planning, Emerging Markets, M&A experience, Alternative Investments, Financial Analysis, Due Diligence, Mergers, Mergers & Acquisitions, Investments, Strategy
Education
Harvard Business School 1997 — 1998
MBA
University of Pennsylvania - The Wharton School 1990 — 1994
BSc, Finance & Systems Engineering
Wells Fargo June 2012 - Present
BlackRock 2006 - 2012
Barclays Capital 2004 - 2006
b-business partners 2000 - 2004
Booz & Company 1994 - 2000
Skills
Business Strategy, Corporate Development, Private Equity, Analysis, Strategic Planning, Emerging Markets, M&A experience, Alternative Investments, Financial Analysis, Due Diligence, Mergers, Mergers & Acquisitions, Investments, Strategy
Education
Harvard Business School 1997 — 1998
MBA
University of Pennsylvania - The Wharton School 1990 — 1994
BSc, Finance & Systems Engineering
Wanda Modlin Wanda Modlin's Wells Fargo Experience July 2014 - Present
Job Financial Crimes Specialist at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2014 - Present
Wells Fargo June 2011 - July 2014
Wells Fargo September 2009 - June 2011
Wachovia June 2007 - September 2009
Med Advantage November 2006 - March 2007
GEICO December 2004 - July 2006
New York City Transit July 2003 - December 2004
Citibank January 1997 - September 2002
Skills
Microsoft Office, Typing, Customer Service, Budgeting, Banking, Operations, Outlook, Problem Solving, Teamwork, Risk Management, Accounting, Management, Budgets, Account Reconciliation, Training, Access, Sales, Call Centers, Quality Assurance, Time Management, Software Documentation, Analysis
Education
Hampton University 2012 — 2015
Business Administration
New York University, Stern School of Business 1989 — 1990
Murry Bergtraum High School 1986 — 1989
Regents Honors Diploma, Accounting
Wells Fargo July 2014 - Present
Wells Fargo June 2011 - July 2014
Wells Fargo September 2009 - June 2011
Wachovia June 2007 - September 2009
Med Advantage November 2006 - March 2007
GEICO December 2004 - July 2006
New York City Transit July 2003 - December 2004
Citibank January 1997 - September 2002
Skills
Microsoft Office, Typing, Customer Service, Budgeting, Banking, Operations, Outlook, Problem Solving, Teamwork, Risk Management, Accounting, Management, Budgets, Account Reconciliation, Training, Access, Sales, Call Centers, Quality Assurance, Time Management, Software Documentation, Analysis
Education
Hampton University 2012 — 2015
Business Administration
New York University, Stern School of Business 1989 — 1990
Murry Bergtraum High School 1986 — 1989
Regents Honors Diploma, Accounting
Joseph C. Jackson, Jr. Joseph C. Jackson, Jr.'s Wells Fargo Experience June 1985 - September 2012
Job Vice President | Financial Center Manager at Bank Of America
Industry Banking
Experience
Bank of North Carolina October 2012 - October 2014
Wells Fargo June 1985 - September 2012
Skills
Risk Management, Credit, Banking, Management, Strategic Planning, Loans, Leadership, Commercial Lending, Commercial Banking, Customer Service, Consumer Lending, Portfolio Management, Credit Analysis, Lines Of Credit, Small Business Lending, Team Building
Education
Hampton University 1981 — 1985
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Bank of North Carolina October 2012 - October 2014
Wells Fargo June 1985 - September 2012
Skills
Risk Management, Credit, Banking, Management, Strategic Planning, Loans, Leadership, Commercial Lending, Commercial Banking, Customer Service, Consumer Lending, Portfolio Management, Credit Analysis, Lines Of Credit, Small Business Lending, Team Building
Education
Hampton University 1981 — 1985
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Sheena Badani's Wells Fargo Experience June 2004 - August 2004
Job Director of Business Development at MongoDB
Industry Internet
Experience
MongoDB October 2013 - Present
Zynga June 2012 - September 2013
Groupon May 2011 - July 2011
American India Foundation January 2008 - October 2010
LinkedIn October 2008 - June 2010
City of Dreams September 2008 - December 2009
Bain & Company August 2006 - October 2008
Microsoft June 2005 - August 2005
Wells Fargo June 2004 - August 2004
Skills
Business Development, Strategy, Relationship Marketing, International Research, Data Analysis, Consulting, Management, Mergers, Program Management, Mobile Devices, Competitive Analysis, Fundraising, CRM, Product Management, Analysis, Strategic Partnerships, Entrepreneurship, Start-ups, Market Research, E-commerce, Analytics, Business Strategy
Education
Harvard Business School 2010 — 2012
MBA
University of California, Berkeley 2002 — 2006
B.A.
Central Catholic High School 1998 — 2002
MongoDB October 2013 - Present
Zynga June 2012 - September 2013
Groupon May 2011 - July 2011
American India Foundation January 2008 - October 2010
LinkedIn October 2008 - June 2010
City of Dreams September 2008 - December 2009
Bain & Company August 2006 - October 2008
Microsoft June 2005 - August 2005
Wells Fargo June 2004 - August 2004
Skills
Business Development, Strategy, Relationship Marketing, International Research, Data Analysis, Consulting, Management, Mergers, Program Management, Mobile Devices, Competitive Analysis, Fundraising, CRM, Product Management, Analysis, Strategic Partnerships, Entrepreneurship, Start-ups, Market Research, E-commerce, Analytics, Business Strategy
Education
Harvard Business School 2010 — 2012
MBA
University of California, Berkeley 2002 — 2006
B.A.
Central Catholic High School 1998 — 2002
Anna Pluta's Wells Fargo Experience August 2011 - March 2012
Job Team Lead, Lead Generation Specialist at Relias Learning
Industry Financial Services
Experience
Relias Learning May 2013 - Present
Mediant Communications February 2012 - March 2013
Wells Fargo August 2011 - March 2012
RTI International February 2009 - April 2011
Skills
Analysis, Integration, Microsoft Office, Customer Service, Troubleshooting, Team Leadership, Leadership, Microsoft Excel, PowerPoint, Outlook, Human Resources, Employee Relations, Project Management, Training, Operations Management, Project Planning, Management, Process Improvement, Strategic Planning, Teamwork, Sales, Networking, Budgets, Software Documentation, Team Building, Account Management, Program Management, Cross-functional Team..., Marketing, Microsoft Word, Public Speaking, Recruiting, Time Management, Leadership Development, Performance Management, Cold Calling, Contract Negotiation, Coaching, Interviews
Education
Hartnell College 1998 — 2001
Business Information Technology, Business Administration and Management, General
Relias Learning May 2013 - Present
Mediant Communications February 2012 - March 2013
Wells Fargo August 2011 - March 2012
RTI International February 2009 - April 2011
Skills
Analysis, Integration, Microsoft Office, Customer Service, Troubleshooting, Team Leadership, Leadership, Microsoft Excel, PowerPoint, Outlook, Human Resources, Employee Relations, Project Management, Training, Operations Management, Project Planning, Management, Process Improvement, Strategic Planning, Teamwork, Sales, Networking, Budgets, Software Documentation, Team Building, Account Management, Program Management, Cross-functional Team..., Marketing, Microsoft Word, Public Speaking, Recruiting, Time Management, Leadership Development, Performance Management, Cold Calling, Contract Negotiation, Coaching, Interviews
Education
Hartnell College 1998 — 2001
Business Information Technology, Business Administration and Management, General
John Abella's Wells Fargo Experience January 1995 - September 2000
Job Tiarna Real Estate Services
Industry Real Estate
Experience
Tiarna Real Estate Services, Inc. June 2015 - Present
Davlyn Investments September 2013 - 2015
Tiarna Real Estate Services, Inc. October 2005 - September 2013
FedEx Express September 2000 - September 2005
Wells Fargo January 1995 - September 2000
Skills
Accounting, MRI, Yardi, General Ledger, Accounts Receivable, Accounts Payable, Bookkeeping, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, 10 Key, Typing, Analysis, Compliance, Account Reconciliation, Loans, Customer Service, Retail Banking, Branch Banking, Investment Banking, Sales, Finance
Education
University of Phoenix-Southern California Campus 2006 — 2008
Bachelor's degree, Accounting
San Diego State University-California State University 1997 — 1999
Accounting
Hartnell College 1994 — 1997
Associate's degree, General Studies
Student - NSHS 1991 — 1994
Tiarna Real Estate Services, Inc. June 2015 - Present
Davlyn Investments September 2013 - 2015
Tiarna Real Estate Services, Inc. October 2005 - September 2013
FedEx Express September 2000 - September 2005
Wells Fargo January 1995 - September 2000
Skills
Accounting, MRI, Yardi, General Ledger, Accounts Receivable, Accounts Payable, Bookkeeping, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, 10 Key, Typing, Analysis, Compliance, Account Reconciliation, Loans, Customer Service, Retail Banking, Branch Banking, Investment Banking, Sales, Finance
Education
University of Phoenix-Southern California Campus 2006 — 2008
Bachelor's degree, Accounting
San Diego State University-California State University 1997 — 1999
Accounting
Hartnell College 1994 — 1997
Associate's degree, General Studies
Student - NSHS 1991 — 1994
Susan Benatti's Wells Fargo Experience 2010 - 2012
Job Customer Service Professional
Industry Consumer Services
Experience
Prudential Fox and Roach Real Estate 2004 - 2014
Prudential Fox and Roach Real Estate June 1991 - 2014
Wells Fargo Integrated Claims Call center January 2009 - August 2012
Wells Fargo 2010 - 2012
Skills
Credit, Mortgage Lending, Loans, Banking, Accounting, Investments, Retirement Planning, Portfolio Management, Series 7, Investment Properties, Financial Services, Sales, Customer Service, FHA, Microsoft Excel, Residential Homes, Short Sales, First Time Home Buyers, Foreclosures, Management, Sellers
Education
Harcum College
Associate's degree, Merchandising and Buying Operations
Prudential Fox and Roach Real Estate 2004 - 2014
Prudential Fox and Roach Real Estate June 1991 - 2014
Wells Fargo Integrated Claims Call center January 2009 - August 2012
Wells Fargo 2010 - 2012
Skills
Credit, Mortgage Lending, Loans, Banking, Accounting, Investments, Retirement Planning, Portfolio Management, Series 7, Investment Properties, Financial Services, Sales, Customer Service, FHA, Microsoft Excel, Residential Homes, Short Sales, First Time Home Buyers, Foreclosures, Management, Sellers
Education
Harcum College
Associate's degree, Merchandising and Buying Operations
Richard Prisching Richard Prisching's Wells Fargo Experience September 2010 - May 2012
Job Customer Solutions Project Manager at Fidelitone Logistics
Industry Transportation/Trucking/Railroad
Experience
Fidelitone Logisitics October 2013 - January 2014
Fidelitone Logistics September 2013 - January 2014
Nippon Express August 2012 - September 2013
Wells Fargo September 2010 - May 2012
Leadership for Senior Project & Logistics Managers in the Greater Chicago Area September 2010 - May 2012
FedEx Express October 1995 - December 2009
FedEx Express October 1993 - October 1995
Skyway Freight Systems 1990 - 1993
Skills
Logistics, Operations Management, Transportation, Cross-functional Team..., Process Improvement, Shipping, Warehousing, Logistics Management, Team Leadership, International Logistics, Supply Chain..., Process Engineering, Project Planning, Continuous Improvement, Air Freight, Team Building, LTL, Product Development, Ground Transportation, Reverse Logistics, Freight Forwarding, Project Coordination, Critical Thinking, Process Optimization, Root Cause Analysis, Truckload, Project Engineering, Troubleshooting, Project Implementation, Process Mapping, Product Launch, Operational Planning, Sales Engineering, 4PL, Reefer, Recieving, Crating, Profitability..., Problem Solving, Operations, Global Logistics, Warehouse Layout, Cost Reduction, Start-up Operations, Damage Control, Distribution, Outbound Logistics, Container Shipping, Work Flow Analysis, Lean Logistics
Education
American Coaching Academy 2010 — 2010
ACA, Certified Coach or Sports Program Director, A
I.I.E. Institute of Industrial Engineers 2010 — 2010
Supply Chain -Green Belt Course Work, Six Sigma & Quality Principles
Western Illinois University 1973 — 1975
BS, Psychology
Harper College 1971 — 1972
AS, Liberal Arts
Fidelitone Logisitics October 2013 - January 2014
Fidelitone Logistics September 2013 - January 2014
Nippon Express August 2012 - September 2013
Wells Fargo September 2010 - May 2012
Leadership for Senior Project & Logistics Managers in the Greater Chicago Area September 2010 - May 2012
FedEx Express October 1995 - December 2009
FedEx Express October 1993 - October 1995
Skyway Freight Systems 1990 - 1993
Skills
Logistics, Operations Management, Transportation, Cross-functional Team..., Process Improvement, Shipping, Warehousing, Logistics Management, Team Leadership, International Logistics, Supply Chain..., Process Engineering, Project Planning, Continuous Improvement, Air Freight, Team Building, LTL, Product Development, Ground Transportation, Reverse Logistics, Freight Forwarding, Project Coordination, Critical Thinking, Process Optimization, Root Cause Analysis, Truckload, Project Engineering, Troubleshooting, Project Implementation, Process Mapping, Product Launch, Operational Planning, Sales Engineering, 4PL, Reefer, Recieving, Crating, Profitability..., Problem Solving, Operations, Global Logistics, Warehouse Layout, Cost Reduction, Start-up Operations, Damage Control, Distribution, Outbound Logistics, Container Shipping, Work Flow Analysis, Lean Logistics
Education
American Coaching Academy 2010 — 2010
ACA, Certified Coach or Sports Program Director, A
I.I.E. Institute of Industrial Engineers 2010 — 2010
Supply Chain -Green Belt Course Work, Six Sigma & Quality Principles
Western Illinois University 1973 — 1975
BS, Psychology
Harper College 1971 — 1972
AS, Liberal Arts
William Stumpf William Stumpf's Wells Fargo Experience 2010 - Present
Job Senior Vice President, Wells Fargo Capital Finance, a division of Wells Fargo Bank
Industry Capital Markets
Experience
Wells Fargo 2010 - Present
Barclays Global Investors 2002 - 2009
Barclays Capital 2000 - 2002
Bank of Montreal 1998 - 2000
Bank of Montreal 1996 - 1998
Tenneco Energy 1991 - 1996
Skills
Fixed Income, Investments, Mutual Funds, Bloomberg, Hedge Funds, Banking, Valuation, Loans, Credit, Financial Structuring, Finance, Portfolio Management, Structured Finance, Due Diligence, Financial Risk, Project Finance
Education
Rice University 1994 — 1996
MBA, Finance, Marketing, Entrepreneurship
Pennsylvania State University 1986 — 1990
BS, Finance
Harvard Business School
Executive Education Course, Financial Analysis and Valuation
Wells Fargo 2010 - Present
Barclays Global Investors 2002 - 2009
Barclays Capital 2000 - 2002
Bank of Montreal 1998 - 2000
Bank of Montreal 1996 - 1998
Tenneco Energy 1991 - 1996
Skills
Fixed Income, Investments, Mutual Funds, Bloomberg, Hedge Funds, Banking, Valuation, Loans, Credit, Financial Structuring, Finance, Portfolio Management, Structured Finance, Due Diligence, Financial Risk, Project Finance
Education
Rice University 1994 — 1996
MBA, Finance, Marketing, Entrepreneurship
Pennsylvania State University 1986 — 1990
BS, Finance
Harvard Business School
Executive Education Course, Financial Analysis and Valuation
Mike Kennedy Mike Kennedy's Wells Fargo Experience 2008 - September 2013
Job
Industry Financial Services
Experience
clearXchange September 2013 - Present
clearXchange 2009 - September 2013
Wells Fargo 2008 - September 2013
Wells Fargo 2004 - 2008
McKinsey & Company 2000 - 2004
Vail Associates 1997 - 1998
McKinsey & Company 1995 - 1997
Skills
Mobile Payments, Corporate Development, Strategy Development, Product Innovation, Product Strategy, Strategy, Product Management, Banking, Start-ups, Mergers & Acquisitions, Executive Management, Mobile Devices, Payments, Business Development, Venture Capital, Enterprise Software, E-commerce
Education
Harvard Business School 1998 — 2000
MBA
Stanford University 1994 — 1995
MS
Stanford University 1990 — 1994
BS
clearXchange September 2013 - Present
clearXchange 2009 - September 2013
Wells Fargo 2008 - September 2013
Wells Fargo 2004 - 2008
McKinsey & Company 2000 - 2004
Vail Associates 1997 - 1998
McKinsey & Company 1995 - 1997
Skills
Mobile Payments, Corporate Development, Strategy Development, Product Innovation, Product Strategy, Strategy, Product Management, Banking, Start-ups, Mergers & Acquisitions, Executive Management, Mobile Devices, Payments, Business Development, Venture Capital, Enterprise Software, E-commerce
Education
Harvard Business School 1998 — 2000
MBA
Stanford University 1994 — 1995
MS
Stanford University 1990 — 1994
BS
Andrea Kurtz Andrea Kurtz's Wells Fargo Experience 2006 - 2007
Job Seeking a postion, postdegree
Industry Human Resources
Experience
Harford County Public Schools 2009 - 2013
Sammy Duvalls Watersports Center 2006 - 2008
Wells Fargo 2006 - 2007
Gaylord Hotels 2003 - 2005
Walt Disney World 2001 - 2003
Skills
Human Resources
Education
Harford Community College 2010 — 2014
Associate of Arts and Sciences (AAS), Social Work and Psychology
Sawyer School 1999 — 2000
Associate of Arts and Sciences (AAS) in Specialized Business, Resort and Travel Management
Harford County Public Schools 2009 - 2013
Sammy Duvalls Watersports Center 2006 - 2008
Wells Fargo 2006 - 2007
Gaylord Hotels 2003 - 2005
Walt Disney World 2001 - 2003
Skills
Human Resources
Education
Harford Community College 2010 — 2014
Associate of Arts and Sciences (AAS), Social Work and Psychology
Sawyer School 1999 — 2000
Associate of Arts and Sciences (AAS) in Specialized Business, Resort and Travel Management
Joseph Hogue III's Wells Fargo Experience July 2012 - Present
Job Financial Crimes Specialist at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2012 - Present
Citi January 2011 - July 2012
NCO Group August 2008 - July 2010
Skills
Banking, Financial Risk, Credit Cards, Bank Secrecy Act, Debit Cards, Training, Leadership, Microsoft Office, Customer Service, Microsoft Excel, Public Speaking, Finance, Management, Financial Analysis, Risk Management, Credit
Education
University of Phoenix 2015 — 2016
Master of Business Administration (M.B.A.)
University of Phoenix 2013 — 2014
Bachelor of Business Management, Business, Management, Marketing, and Related Support Services
Hampton University
Hampton University
Wells Fargo July 2012 - Present
Citi January 2011 - July 2012
NCO Group August 2008 - July 2010
Skills
Banking, Financial Risk, Credit Cards, Bank Secrecy Act, Debit Cards, Training, Leadership, Microsoft Office, Customer Service, Microsoft Excel, Public Speaking, Finance, Management, Financial Analysis, Risk Management, Credit
Education
University of Phoenix 2015 — 2016
Master of Business Administration (M.B.A.)
University of Phoenix 2013 — 2014
Bachelor of Business Management, Business, Management, Marketing, and Related Support Services
Hampton University
Hampton University
Elizabeth Modupe Elizabeth Modupe's Wells Fargo Experience November 2011 - May 2012
Job Self employed at Child Care services
Industry
Experience
Child Care services July 2012 - Present
Wells Fargo November 2011 - May 2012
Wachovia Bank March 1999 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Data Entry, Information Analysis, Banking, Marketing Strategy
Education
South Philadelphia High School 1991 — 1993
Harcum College
Not yet complete, Organizational Leadership
Child Care services July 2012 - Present
Wells Fargo November 2011 - May 2012
Wachovia Bank March 1999 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Data Entry, Information Analysis, Banking, Marketing Strategy
Education
South Philadelphia High School 1991 — 1993
Harcum College
Not yet complete, Organizational Leadership
Roxanne Solis Roxanne Solis's Wells Fargo Experience August 2004 - December 2011
Job Senior Relationship Banking Officer
Industry Financial Services
Experience
Union Bank February 2013 - Present
Wells Fargo Bank August 2011 - March 2013
Wells Fargo August 2004 - December 2011
Wells Fargo April 2002 - August 2004
Skills
Computer Skills Word, PowerPoint, Microsoft Excel, Customer Service, Staff Management..., Accurate Record Keeping, Merchandise Planning, Product Ordering, Organizational..., Coaching Staff, Administrative..., Multitasking Skills, Accounting, Recruiting, Project Development, Relationship Mgmt, MS Outlook, Conference Support, Sales Motivator, Conducting Interviews, Branch Banking
Education
CSU Northridge 2004 — 2006
Non-graduate/Transfer, Business, Management, Marketing, and Related Support Services
Hartnell College 2002 — 2004
Associate of Arts (AA), General Studies
Union Bank February 2013 - Present
Wells Fargo Bank August 2011 - March 2013
Wells Fargo August 2004 - December 2011
Wells Fargo April 2002 - August 2004
Skills
Computer Skills Word, PowerPoint, Microsoft Excel, Customer Service, Staff Management..., Accurate Record Keeping, Merchandise Planning, Product Ordering, Organizational..., Coaching Staff, Administrative..., Multitasking Skills, Accounting, Recruiting, Project Development, Relationship Mgmt, MS Outlook, Conference Support, Sales Motivator, Conducting Interviews, Branch Banking
Education
CSU Northridge 2004 — 2006
Non-graduate/Transfer, Business, Management, Marketing, and Related Support Services
Hartnell College 2002 — 2004
Associate of Arts (AA), General Studies
Jessica Shipman Jessica Shipman's Wells Fargo Experience 2010 - 2012
Job Personal Banker Universal at Citizens Bank
Industry Consumer Services
Experience
Citizens Bank March 2015 - Present
Harcum College August 2014 - March 2015
Lighthouse Recycling February 2014 - December 2014
American Freedom Assurance 2013 - 2013
Wells Fargo 2010 - 2012
Skills
Administrative..., Office Management, Customer Service, Outlook, Property Management, Data Entry, Sellers, Event Planning, Short Sales, Employee Training, Management, Customer Satisfaction, Phone Etiquette, File Management, Appointment Scheduling, Calendaring
Education
Harcum College 2007 — 2010
Associate's degree, Human Services, General
Citizens Bank March 2015 - Present
Harcum College August 2014 - March 2015
Lighthouse Recycling February 2014 - December 2014
American Freedom Assurance 2013 - 2013
Wells Fargo 2010 - 2012
Skills
Administrative..., Office Management, Customer Service, Outlook, Property Management, Data Entry, Sellers, Event Planning, Short Sales, Employee Training, Management, Customer Satisfaction, Phone Etiquette, File Management, Appointment Scheduling, Calendaring
Education
Harcum College 2007 — 2010
Associate's degree, Human Services, General
Kolonji Murray Kolonji Murray's Wells Fargo Experience March 2002 - November 2003
Job Owner/Accountant at TaxAssurances
Industry Financial Services
Experience
TaxAssurances, LLC December 2011 - Present
H.D. Vest Financial Services August 2009 - Present
H&R Block November 2010 - April 2011
JP Morgan Chase November 2003 - August 2009
Wells Fargo March 2002 - November 2003
Morgan Stanley January 2000 - March 2002
Deutsche Bank November 1997 - September 1999
Sony BMG June 1995 - November 1997
Skills
Strategic Financial..., Investments, Financial Analysis, Tax, Retirement Planning, Business Tax Planning, Tax Preparation, Series 7, Series 66, Bookkeeping, Payroll, Life Insurance, Term Life Insurance, Whole Life Insurance, Variable Annuities, Fixed Income, Fixed Annuities, Pensions, Retirement Plan..., Qualified Retirement..., Medicare, Mutual Funds, ETFs, Separately Managed..., Estate Planning, Investment Properties, Long Term Care Insurance, Employee Benefits, Disability Insurance, Accident Insurance, Cancer Insurance, Health Insurance, Dental Insurance, Income for Life, Stocks, Bonds, Municipal Bonds, Corporate Benefits, Medicare Supplement..., Medicare Advantage Plans, Universal Life Insurance, Small Business Tax, Critical Illness..., 401k Rollovers, 403 b, 401k, IRAs, Simple IRA, SEP IRA, Succession Planning
Education
Hampton University 1990 — 1995
BS, Accounting
TaxAssurances, LLC December 2011 - Present
H.D. Vest Financial Services August 2009 - Present
H&R Block November 2010 - April 2011
JP Morgan Chase November 2003 - August 2009
Wells Fargo March 2002 - November 2003
Morgan Stanley January 2000 - March 2002
Deutsche Bank November 1997 - September 1999
Sony BMG June 1995 - November 1997
Skills
Strategic Financial..., Investments, Financial Analysis, Tax, Retirement Planning, Business Tax Planning, Tax Preparation, Series 7, Series 66, Bookkeeping, Payroll, Life Insurance, Term Life Insurance, Whole Life Insurance, Variable Annuities, Fixed Income, Fixed Annuities, Pensions, Retirement Plan..., Qualified Retirement..., Medicare, Mutual Funds, ETFs, Separately Managed..., Estate Planning, Investment Properties, Long Term Care Insurance, Employee Benefits, Disability Insurance, Accident Insurance, Cancer Insurance, Health Insurance, Dental Insurance, Income for Life, Stocks, Bonds, Municipal Bonds, Corporate Benefits, Medicare Supplement..., Medicare Advantage Plans, Universal Life Insurance, Small Business Tax, Critical Illness..., 401k Rollovers, 403 b, 401k, IRAs, Simple IRA, SEP IRA, Succession Planning
Education
Hampton University 1990 — 1995
BS, Accounting
L Wesley MCKenzie III L Wesley MCKenzie III's Wells Fargo Experience June 2015 - Present
Job Account Manager at Wells Fargo Dealer Services
Industry Financial Services
Experience
Wells Fargo June 2015 - Present
GourmetWes Catering July 2013 - Present
Wells Fargo Dealer Services May 2014 - June 2015
Wells Fargo Home Mortgage March 2010 - November 2011
BJ Catering February 2005 - March 2010
Skills
Account Management, Accounting, Banking, Call Center, Credit, Customer Service, Employee Benefits, Financial Modeling, Inventory Control, Investments, Leadership, Loans, Microsoft Office, Negotiation, Payroll, Portfolio Management, PowerPoint, Public Speaking, Recruiting, Research, Securities, Strategic Financial..., Strategic Planning, Team Leadership, Sales, Call Centers, Event Planning, Management, Team Building
Education
Hampton University 1997 — 2002
Bachelor, Sociology, Spanish
University School of Milwaukee 1993 — 1997
Diploma
Wells Fargo June 2015 - Present
GourmetWes Catering July 2013 - Present
Wells Fargo Dealer Services May 2014 - June 2015
Wells Fargo Home Mortgage March 2010 - November 2011
BJ Catering February 2005 - March 2010
Skills
Account Management, Accounting, Banking, Call Center, Credit, Customer Service, Employee Benefits, Financial Modeling, Inventory Control, Investments, Leadership, Loans, Microsoft Office, Negotiation, Payroll, Portfolio Management, PowerPoint, Public Speaking, Recruiting, Research, Securities, Strategic Financial..., Strategic Planning, Team Leadership, Sales, Call Centers, Event Planning, Management, Team Building
Education
Hampton University 1997 — 2002
Bachelor, Sociology, Spanish
University School of Milwaukee 1993 — 1997
Diploma
Ricardo Delgado Ricardo Delgado's Wells Fargo Experience 2011 - 2012
Job International Business Consultant/Strategic Planning
Industry Management Consulting
Experience
Global Development Group January 2004 - Present
Wells Fargo 2011 - 2012
Media Energy April 2000 - January 2004
KN Energy (Kinder Morgan) March 1997 - October 2000
Skills
Financial Analysis, Budgeting, Project Engineering, Economic Modeling, Strategy Development, Budgets, Strategy, Executive Management, Management Consulting, Marketing Strategy, Strategic Planning, Business Development, Contract Negotiation, Management, Negotiation, Finance, Business Planning, Business Strategy, Sales, Leadership, Project Planning, Telecommunications, International Business, Project Management, Mergers & Acquisitions, Risk Management, Business Process..., Energy, Energy Industry, Start-ups, Process Improvement, Cross-functional Team..., Competitive Analysis, Analysis, Entrepreneurship, Consulting, New Business Development
Education
Harvard Business School 1998 — 1998
Non Degree
Rensselaer Polytechnic Institute 1978 — 1980
MBA
Rensselaer Polytechnic Institute 1978 — 1980
MS
Universidad Metropolitana (VE) 1972 — 1977
Electrical Engineer
Colegio San Ignacio
Bachelor of Science (B.S.)
Global Development Group January 2004 - Present
Wells Fargo 2011 - 2012
Media Energy April 2000 - January 2004
KN Energy (Kinder Morgan) March 1997 - October 2000
Skills
Financial Analysis, Budgeting, Project Engineering, Economic Modeling, Strategy Development, Budgets, Strategy, Executive Management, Management Consulting, Marketing Strategy, Strategic Planning, Business Development, Contract Negotiation, Management, Negotiation, Finance, Business Planning, Business Strategy, Sales, Leadership, Project Planning, Telecommunications, International Business, Project Management, Mergers & Acquisitions, Risk Management, Business Process..., Energy, Energy Industry, Start-ups, Process Improvement, Cross-functional Team..., Competitive Analysis, Analysis, Entrepreneurship, Consulting, New Business Development
Education
Harvard Business School 1998 — 1998
Non Degree
Rensselaer Polytechnic Institute 1978 — 1980
MBA
Rensselaer Polytechnic Institute 1978 — 1980
MS
Universidad Metropolitana (VE) 1972 — 1977
Electrical Engineer
Colegio San Ignacio
Bachelor of Science (B.S.)
Beth Johnson, ChFC, CLU, CDFA Beth Johnson, ChFC, CLU, CDFA's Wells Fargo Experience August 1998 - February 2000
Job Registered Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 2010 - Present
Ameriprise Financial February 2000 - February 2010
Wells Fargo August 1998 - February 2000
Education
Harding University 1987 — 1989
Bachelor of Science, Finance, Accounting & Public Administration
Morgan Stanley Smith Barney February 2010 - Present
Ameriprise Financial February 2000 - February 2010
Wells Fargo August 1998 - February 2000
Education
Harding University 1987 — 1989
Bachelor of Science, Finance, Accounting & Public Administration
Joseph Marshall's Wells Fargo Experience September 2011 - February 2013
Job Founder at Marshall Group WorldWide #IntegratedThinker #Business Development Guru #Connector
Industry Executive Office
Experience
The Marshall Group WorldWide, LLC October 2013 - Present
Wells Fargo September 2011 - February 2013
JP Morgan 2001 - 2009
Hornblower & Weeks, Inc. 2000 - 2001
Prudential Financial 1999 - 2000
Skills
Strategy, Risk Management, Alternative Investments, Entrepreneurship, Business Development, Investments, Financial Services, Cross-functional Team..., Management Consulting, Business Planning, CRM, Treasury Management, Negotiation, Wealth Management, Private Banking, Goal Oriented, Financial Analysis, Banking, Due Diligence, Program Management, Strategic Planning, Leadership
Education
Hampton University
Bachelor of Science
The Marshall Group WorldWide, LLC October 2013 - Present
Wells Fargo September 2011 - February 2013
JP Morgan 2001 - 2009
Hornblower & Weeks, Inc. 2000 - 2001
Prudential Financial 1999 - 2000
Skills
Strategy, Risk Management, Alternative Investments, Entrepreneurship, Business Development, Investments, Financial Services, Cross-functional Team..., Management Consulting, Business Planning, CRM, Treasury Management, Negotiation, Wealth Management, Private Banking, Goal Oriented, Financial Analysis, Banking, Due Diligence, Program Management, Strategic Planning, Leadership
Education
Hampton University
Bachelor of Science
Emad Pilpile Emad Pilpile's Wells Fargo Experience July 2013 - January 2014
Job Operations Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
MetroPCS August 2013 - January 2014
Wells Fargo July 2013 - January 2014
State Farm May 2013 - July 2013
Cricket Communications June 2009 - July 2013
Skills
Direct Sales, Sales Management, Customer Service, Business Intelligence, Integration, Inventory Management, Microsoft Office, Critical Thinking, Teamwork, Teaching, Telecommunications, Prezi, Software Installation, Bookkeeping, Internet, Social Media, Bloomberg, Financial Analysis, Financial Modeling, Corporate Finance
Education
Towson University 2012 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Harford Community College 2009 — 2011
Associate of Science (AS), Business Administration
Morgan Stanley January 2014 - Present
MetroPCS August 2013 - January 2014
Wells Fargo July 2013 - January 2014
State Farm May 2013 - July 2013
Cricket Communications June 2009 - July 2013
Skills
Direct Sales, Sales Management, Customer Service, Business Intelligence, Integration, Inventory Management, Microsoft Office, Critical Thinking, Teamwork, Teaching, Telecommunications, Prezi, Software Installation, Bookkeeping, Internet, Social Media, Bloomberg, Financial Analysis, Financial Modeling, Corporate Finance
Education
Towson University 2012 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Harford Community College 2009 — 2011
Associate of Science (AS), Business Administration
Tony Dellacqua Tony Dellacqua's Wells Fargo Experience September 2014 - Present
Job Personal Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2014 - Present
Wurth Action Bolt and Tool March 2014 - August 2014
Consumer Portfolio Services November 2012 - November 2013
Fields Auto Group August 2011 - August 2012
Qualtool, Inc May 2008 - May 2011
First National Bank Towers January 2006 - May 2008
Skills
Purchasing, PowerPoint, Inventory Management, Budgets, Marketing, New Business Development, Merchandising, Marketing Strategy, Management, Customer Satisfaction
Education
Harper College 1996 — 1998
Wells Fargo September 2014 - Present
Wurth Action Bolt and Tool March 2014 - August 2014
Consumer Portfolio Services November 2012 - November 2013
Fields Auto Group August 2011 - August 2012
Qualtool, Inc May 2008 - May 2011
First National Bank Towers January 2006 - May 2008
Skills
Purchasing, PowerPoint, Inventory Management, Budgets, Marketing, New Business Development, Merchandising, Marketing Strategy, Management, Customer Satisfaction
Education
Harper College 1996 — 1998
Laquandra Jones Laquandra Jones's Wells Fargo Experience May 2007 - Present
Job Loss Prevention Specialist at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2007 - Present
EDS June 2003 - May 2007
Skills
Outlook, Consumer Lending, Credit, Retail Banking, Team Building, Banking, Risk Management, Human Resources, Employee Benefits, Microsoft Office, Microsoft Excel, Analysis
Education
Strayer University (VA) 2004 — 2006
Master of Business Administration (M.B.A.), Business Administration and Management, General
Hampton University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Wells Fargo May 2007 - Present
EDS June 2003 - May 2007
Skills
Outlook, Consumer Lending, Credit, Retail Banking, Team Building, Banking, Risk Management, Human Resources, Employee Benefits, Microsoft Office, Microsoft Excel, Analysis
Education
Strayer University (VA) 2004 — 2006
Master of Business Administration (M.B.A.), Business Administration and Management, General
Hampton University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Christina Carpenter's Wells Fargo Experience June 2015 - August 2015
Job BBA Candidate, Finance
Industry Financial Services
Experience
Wells Fargo June 2015 - August 2015
The George Washington University Language Center September 2014 - May 2015
The GW Hatchet January 2014 - May 2015
AXA Advisors May 2014 - July 2014
Skills
Teamwork, Microsoft Excel, PowerPoint, Research, Spanish, Social Media, Event Planning, Customer Service, Photoshop, Event Management, Microsoft Office, Microsoft Word, Leadership
Education
The George Washington University - School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance
Harvard Business School 2015 — 2015
Academia Maria Reina - San Juan, PR 2008 — 2012
High School
Wells Fargo June 2015 - August 2015
The George Washington University Language Center September 2014 - May 2015
The GW Hatchet January 2014 - May 2015
AXA Advisors May 2014 - July 2014
Skills
Teamwork, Microsoft Excel, PowerPoint, Research, Spanish, Social Media, Event Planning, Customer Service, Photoshop, Event Management, Microsoft Office, Microsoft Word, Leadership
Education
The George Washington University - School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance
Harvard Business School 2015 — 2015
Academia Maria Reina - San Juan, PR 2008 — 2012
High School
DR JOSE SAKHAN BATUSAN RN DMIN's Wells Fargo Experience January 1940 - Present
Job at
Industry Executive Office
Experience
AMERICAN EXPRESS November 1940 - Present
United States February 1940 - Present
http://bit.ly/ARIZMONTEROJAZ January 1940 - Present
Wells Fargo January 1940 - Present
Harvard University January 1940 - Present
Skills
Sales Management, Negotiation, New Business Development, Business Planning, Business Strategy, Product Development, Marketing, Retail, Customer Service, Strategic Planning, Marketing Strategy, Sales, Account Management, Management, Team Building, Business Development, Project Management, Team Leadership, Market Research, Team Management, Operations Management, Project Planning, Budgets, Coaching, Public Relations, Microsoft Excel, Microsoft Office, Sales Operations, Marketing Communications, Leadership, Event Management, Change Management, Process Improvement, Strategy, Purchasing, Recruiting, Social Media Marketing, Social Media, Business Analysis, Online Advertising, PowerPoint, Selling, Microsoft Word, Program Management, Customer Satisfaction, Performance Management, Training, CRM, Employee Relations, Sourcing
Education
Harvard Business School 2010 — 2011
EXE.EDU, ARIZMONTEROJAZ FACVLTY FOR OPEN BVDINESS STVDIES
SILLIMAN UNIVERSITY COLLEGE OF NURSING 1989 — 1994
BACHELOR OF SCIENCE IN NURSING, WITH CERTIFICATE IN PSYCHOLOGY
AMERICAN EXPRESS November 1940 - Present
United States February 1940 - Present
http://bit.ly/ARIZMONTEROJAZ January 1940 - Present
Wells Fargo January 1940 - Present
Harvard University January 1940 - Present
Skills
Sales Management, Negotiation, New Business Development, Business Planning, Business Strategy, Product Development, Marketing, Retail, Customer Service, Strategic Planning, Marketing Strategy, Sales, Account Management, Management, Team Building, Business Development, Project Management, Team Leadership, Market Research, Team Management, Operations Management, Project Planning, Budgets, Coaching, Public Relations, Microsoft Excel, Microsoft Office, Sales Operations, Marketing Communications, Leadership, Event Management, Change Management, Process Improvement, Strategy, Purchasing, Recruiting, Social Media Marketing, Social Media, Business Analysis, Online Advertising, PowerPoint, Selling, Microsoft Word, Program Management, Customer Satisfaction, Performance Management, Training, CRM, Employee Relations, Sourcing
Education
Harvard Business School 2010 — 2011
EXE.EDU, ARIZMONTEROJAZ FACVLTY FOR OPEN BVDINESS STVDIES
SILLIMAN UNIVERSITY COLLEGE OF NURSING 1989 — 1994
BACHELOR OF SCIENCE IN NURSING, WITH CERTIFICATE IN PSYCHOLOGY
Shelley Hinson Shelley Hinson's Wells Fargo Experience September 1994 - November 2001
Job Experienced Human Resources Professional, former Benefit Administration Operations Supervisor
Industry Human Resources
Experience
The School District of Palm Beach County August 2003 - Present
Wells Fargo September 1994 - November 2001
Skills
Operations Management, Educational Leadership, Benefits Administration, Workers Compensation, Payroll Analysis, Defined Contribution, Request for Proposal...
Education
Louisiana State University 1991 — 1994
Bachelor of Arts (B.A.), English Language and Literature, General
Hampton University 1989 — 1990
The School District of Palm Beach County August 2003 - Present
Wells Fargo September 1994 - November 2001
Skills
Operations Management, Educational Leadership, Benefits Administration, Workers Compensation, Payroll Analysis, Defined Contribution, Request for Proposal...
Education
Louisiana State University 1991 — 1994
Bachelor of Arts (B.A.), English Language and Literature, General
Hampton University 1989 — 1990
Ann Mellencamp Repass's Wells Fargo Experience December 2005 - Present
Job Audit Director at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2005 - Present
US Bank 1997 - 2005
Office of the Comptroller of the Currency August 1992 - August 1997
Education
Hanover College 1988 — 1992
BA, Business Administration
Wells Fargo December 2005 - Present
US Bank 1997 - 2005
Office of the Comptroller of the Currency August 1992 - August 1997
Education
Hanover College 1988 — 1992
BA, Business Administration
Donald Hill Donald Hill's Wells Fargo Experience January 2015 - Present
Job Business Banking Group Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2015 - Present
US Bank May 2010 - January 2015
SimpleSimonSales, Incorporated April 2009 - July 2011
JP Morgan Chase August 2008 - May 2009
Washington Mutual February 2007 - May 2009
Charter One Bank 2002 - 2007
Fifth Third Bank May 1999 - April 2002
Citibank May 1987 - May 1999
Skills
Commercial Banking, Loans, Credit, Deposits, Small Business Lending, Lines Of Credit, Commercial Credit, Commercial Lending, Banking, Cross Selling, Commercial Mortgages, Treasury Management, Loan Origination, Public Speaking, Sales Workshops, Financial Services, Portfolio Management, Business Development, Finance, Leadership, Consumer Lending, Sales, Investments, Strategy, Sales Management, Relationship Management, Credit Analysis, Management
Education
Illinois State University 1985 — 1987
BS, Business
Harper College 1983 — 1985
AA, Business
William Fremd H.S. 1979 — 1983
St. John Fisher 1976 — 1979
Wells Fargo January 2015 - Present
US Bank May 2010 - January 2015
SimpleSimonSales, Incorporated April 2009 - July 2011
JP Morgan Chase August 2008 - May 2009
Washington Mutual February 2007 - May 2009
Charter One Bank 2002 - 2007
Fifth Third Bank May 1999 - April 2002
Citibank May 1987 - May 1999
Skills
Commercial Banking, Loans, Credit, Deposits, Small Business Lending, Lines Of Credit, Commercial Credit, Commercial Lending, Banking, Cross Selling, Commercial Mortgages, Treasury Management, Loan Origination, Public Speaking, Sales Workshops, Financial Services, Portfolio Management, Business Development, Finance, Leadership, Consumer Lending, Sales, Investments, Strategy, Sales Management, Relationship Management, Credit Analysis, Management
Education
Illinois State University 1985 — 1987
BS, Business
Harper College 1983 — 1985
AA, Business
William Fremd H.S. 1979 — 1983
St. John Fisher 1976 — 1979
Kelvin Terrell's Wells Fargo Experience April 2011 - December 2011
Job Actor and Author
Industry Entertainment
Experience
Film Actor June 2012 - Present
Wells Fargo Advisors January 2012 - June 2012
Southeast Boy Productions: Anacostia Season 3 2011 - 2012
Wells Fargo April 2011 - December 2011
M&T Bank July 2006 - April 2011
The Campagna Center May 2004 - August 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Windows, Outlook, Budget, Teaching, HTML, Acting
Education
Hampton University 2002 — 2006
Bachelor of Science (BS), Accounting
Film Actor June 2012 - Present
Wells Fargo Advisors January 2012 - June 2012
Southeast Boy Productions: Anacostia Season 3 2011 - 2012
Wells Fargo April 2011 - December 2011
M&T Bank July 2006 - April 2011
The Campagna Center May 2004 - August 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Windows, Outlook, Budget, Teaching, HTML, Acting
Education
Hampton University 2002 — 2006
Bachelor of Science (BS), Accounting
Shawn Cassella Shawn Cassella's Wells Fargo Experience 2008 - 2011
Job Account Executive at Myriad Genetics
Industry Hospital & Health Care
Experience
Myriad Genetics September 2011 - Present
Wells Fargo 2008 - 2011
Utah Blitzz pro soccer, Utah 1998 - 2003
Skills
Sales Effectiveness, Team Leadership, Enjoy New Challenges, listening skills, Competitive Landscape, Business Planning, Research, Customer Service, Microsoft Excel, Management, Outlook, Leadership, Microsoft Word, PowerPoint, Microsoft Office, English, Sales, Strategic Planning, Account Management, Team Building, Sales Management
Education
Hartwick College 1991 — 1995
Business Administration and Management, General
Shenendehowa High School, Clifton Park NY 1988 — 1991
Business, Soccer, Theater
Myriad Genetics September 2011 - Present
Wells Fargo 2008 - 2011
Utah Blitzz pro soccer, Utah 1998 - 2003
Skills
Sales Effectiveness, Team Leadership, Enjoy New Challenges, listening skills, Competitive Landscape, Business Planning, Research, Customer Service, Microsoft Excel, Management, Outlook, Leadership, Microsoft Word, PowerPoint, Microsoft Office, English, Sales, Strategic Planning, Account Management, Team Building, Sales Management
Education
Hartwick College 1991 — 1995
Business Administration and Management, General
Shenendehowa High School, Clifton Park NY 1988 — 1991
Business, Soccer, Theater
Anthony Garcia Anthony Garcia's Wells Fargo Experience May 2014 - August 2014
Job Derivatives Operations Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse January 2015 - Present
R.G. & Sons Plumbing Inc. August 2014 - Present
Wells Fargo May 2014 - August 2014
Goldman Sachs July 2014 - July 2014
Sonora Investment Management February 2014 - May 2014
Northwestern Mutual July 2013 - January 2014
Investment Banking Institute July 2013 - August 2013
Intuit July 2011 - February 2012
College Works Painting February 2010 - April 2011
R.G. & Sons Plumbing Inc. May 2009 - August 2009
Skills
Sales, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Economics, Financial Services, Equity Research, DCF Valuation, Marketing, Customer Service, Long Term Asset..., Growth Investing, Value Investing, Qualitative Analysis, Quantitative Analytics, LBO, Comparable Analysis, Derivatives, Equity Derivatives, Credit Derivatives, Interest Rate..., FX Derivatives
Education
HBX Harvard Business School 2015 — 2016
HBX CORE
University of Arizona 2009 — 2014
Business Finance, 3.56/4.0
NYU 2013 — 2013
Sabino High School 2005 — 2009
High School Diploma
Credit Suisse January 2015 - Present
R.G. & Sons Plumbing Inc. August 2014 - Present
Wells Fargo May 2014 - August 2014
Goldman Sachs July 2014 - July 2014
Sonora Investment Management February 2014 - May 2014
Northwestern Mutual July 2013 - January 2014
Investment Banking Institute July 2013 - August 2013
Intuit July 2011 - February 2012
College Works Painting February 2010 - April 2011
R.G. & Sons Plumbing Inc. May 2009 - August 2009
Skills
Sales, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Economics, Financial Services, Equity Research, DCF Valuation, Marketing, Customer Service, Long Term Asset..., Growth Investing, Value Investing, Qualitative Analysis, Quantitative Analytics, LBO, Comparable Analysis, Derivatives, Equity Derivatives, Credit Derivatives, Interest Rate..., FX Derivatives
Education
HBX Harvard Business School 2015 — 2016
HBX CORE
University of Arizona 2009 — 2014
Business Finance, 3.56/4.0
NYU 2013 — 2013
Sabino High School 2005 — 2009
High School Diploma
Juan Zuniga Juan Zuniga's Wells Fargo Experience April 2013 - August 2014
Job Experienced Investment Banking and Implementation Professional
Industry Investment Banking
Experience
Morgan Stanley August 2014 - Present
Wells Fargo April 2013 - August 2014
Royal Bank of Scotland PLC October 2006 - October 2012
Strategic Value Partners LLC April 2005 - October 2006
UBS Investment Bank July 2000 - April 2005
Bank Austria Creditanstalt June 1998 - July 2000
Skills
AML, Dodd-Frank, USA PATRIOT Act, Basel II, Loan IQ, Swaps, Syndications, Operational Risk..., LSTA, Shared National Credit, CLO, CDO, Distressed Debt, Credit Risk, Work Outs, Loans, Credit, Commercial Banking, Middle Office, Risk Management, Investment Banking, Finance, Back Office, Fixed Income, SQL, Application Lifecycle..., Project Management, Trading, Management, Banking, Portfolio Management, Capital Markets
Education
Hartwick College 1992 — 1996
BA
Morgan Stanley August 2014 - Present
Wells Fargo April 2013 - August 2014
Royal Bank of Scotland PLC October 2006 - October 2012
Strategic Value Partners LLC April 2005 - October 2006
UBS Investment Bank July 2000 - April 2005
Bank Austria Creditanstalt June 1998 - July 2000
Skills
AML, Dodd-Frank, USA PATRIOT Act, Basel II, Loan IQ, Swaps, Syndications, Operational Risk..., LSTA, Shared National Credit, CLO, CDO, Distressed Debt, Credit Risk, Work Outs, Loans, Credit, Commercial Banking, Middle Office, Risk Management, Investment Banking, Finance, Back Office, Fixed Income, SQL, Application Lifecycle..., Project Management, Trading, Management, Banking, Portfolio Management, Capital Markets
Education
Hartwick College 1992 — 1996
BA
Aditya K's Wells Fargo Experience December 2014 - Present
Job Sr. Web/ Middleware Engineer at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo December 2014 - Present
Ameriprise Financial Services, Inc. May 2014 - December 2014
Wells Fargo April 2012 - May 2014
Citi July 2010 - March 2012
Deloitte May 2006 - June 2008
Skills
WebSphere Application..., WebSphere Portal, Operating Systems, Microsoft Office, AIX, Web Servers, Lotus Notes, Agile Methodologies, System Administration, Accounting, Windows Server, Lotus Connections, VMware Workstation, IBM AIX, Tomcat, Websphere, Administration, Tomcat admin, Microsoft Dynamics CRM, Xenos Enterprise Server, Brava Enterprise Servers, Hadoop, Big Data Hadoop, IBM Filenet
Education
Harvard Business School
Management Essentials
Stratford University
Master's degree, Computer and Information Systems Security/Information Assurance
Wells Fargo December 2014 - Present
Ameriprise Financial Services, Inc. May 2014 - December 2014
Wells Fargo April 2012 - May 2014
Citi July 2010 - March 2012
Deloitte May 2006 - June 2008
Skills
WebSphere Application..., WebSphere Portal, Operating Systems, Microsoft Office, AIX, Web Servers, Lotus Notes, Agile Methodologies, System Administration, Accounting, Windows Server, Lotus Connections, VMware Workstation, IBM AIX, Tomcat, Websphere, Administration, Tomcat admin, Microsoft Dynamics CRM, Xenos Enterprise Server, Brava Enterprise Servers, Hadoop, Big Data Hadoop, IBM Filenet
Education
Harvard Business School
Management Essentials
Stratford University
Master's degree, Computer and Information Systems Security/Information Assurance
Adam Christensen's Wells Fargo Experience June 2012 - Present
Job SVP, Enterprise Data & Analytics at Wells Fargo
Industry Computer Software
Experience
Wells Fargo June 2012 - Present
Wells Fargo Corporation January 2006 - June 2012
Siebel Systems January 2001 - January 2005
TenFold Corporation January 1999 - October 1999
Callware Technologies September 1994 - December 1998
RAM Technology January 1992 - January 1994
Skills
SaaS, Product Management, Enterprise Software, Business Intelligence, Big Data, Integration, Software Development, Leadership, Management, Technology Evangelist, Cloud Computing, Analytics, Enterprise Architecture, SDLC, SOA
Education
Harvard Business School 2000 — 2001
MBA, Business Administration and Management, General
University of Utah 1991 — 1995
BS, Computer Science
Skyline High School
Wells Fargo June 2012 - Present
Wells Fargo Corporation January 2006 - June 2012
Siebel Systems January 2001 - January 2005
TenFold Corporation January 1999 - October 1999
Callware Technologies September 1994 - December 1998
RAM Technology January 1992 - January 1994
Skills
SaaS, Product Management, Enterprise Software, Business Intelligence, Big Data, Integration, Software Development, Leadership, Management, Technology Evangelist, Cloud Computing, Analytics, Enterprise Architecture, SDLC, SOA
Education
Harvard Business School 2000 — 2001
MBA, Business Administration and Management, General
University of Utah 1991 — 1995
BS, Computer Science
Skyline High School
Jeremiah Jackson Jeremiah Jackson's Wells Fargo Experience January 2013 - Present
Job Vice President, Strategic Planning at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2013 - Present
Mural Music & Arts Project May 2013 - Present
Office of Mayor Kevin Johnson June 2011 - August 2012
Office of Mayor Antonio Villaraigosa May 2010 - June 2011
Office of Mayor Kevin Johnson June 2009 - May 2010
Salesforce.com June 2008 - August 2008
Accenture Consulting July 2004 - September 2007
Skills
Financial Analysis, Business Strategy, Program Management, Economics, Corporate Finance, Process Engineering, Management Consulting, Financial Modeling, Strategy, EPM, Valuation, Private Equity, Analytics, Venture Capital, Corporate Development, Business Development, Management, Leadership, Strategic Planning
Education
Harvard Business School 2007 — 2009
M.B.A.
Stanford University 2000 — 2004
Bachelor's Degree, Economics
Wells Fargo January 2013 - Present
Mural Music & Arts Project May 2013 - Present
Office of Mayor Kevin Johnson June 2011 - August 2012
Office of Mayor Antonio Villaraigosa May 2010 - June 2011
Office of Mayor Kevin Johnson June 2009 - May 2010
Salesforce.com June 2008 - August 2008
Accenture Consulting July 2004 - September 2007
Skills
Financial Analysis, Business Strategy, Program Management, Economics, Corporate Finance, Process Engineering, Management Consulting, Financial Modeling, Strategy, EPM, Valuation, Private Equity, Analytics, Venture Capital, Corporate Development, Business Development, Management, Leadership, Strategic Planning
Education
Harvard Business School 2007 — 2009
M.B.A.
Stanford University 2000 — 2004
Bachelor's Degree, Economics
Rachel Chandler Rachel Chandler's Wells Fargo Experience March 2012 - February 2013
Job Financial Sales Advisor II at BBVA Compass
Industry Financial Services
Experience
Younique Products May 2015 - Present
BBVA Compass February 2013 - March 2015
Wells Fargo March 2012 - February 2013
Bank of America February 2010 - March 2012
Bath & Body Works February 2008 - February 2010
Sunglass Hut June 2006 - February 2008
Skills
Credit, Loans, Banking, Consumer Lending, Mortgage Lending, Retail Banking, Small Business Lending, Loan Origination, Cross Selling, Lines Of Credit, Cash Management, Deposits, Retail Management, Loss Prevention, Store Operations, Customer Service, Team Building, Sales, Retail Sales, Sales Management, Leadership, Management, Recruiting, Associate Development, Customer Satisfaction, Employee Training, Hiring, CRM
Education
Hardin-Simmons University 2002 — 2004
Psychology
Younique Products May 2015 - Present
BBVA Compass February 2013 - March 2015
Wells Fargo March 2012 - February 2013
Bank of America February 2010 - March 2012
Bath & Body Works February 2008 - February 2010
Sunglass Hut June 2006 - February 2008
Skills
Credit, Loans, Banking, Consumer Lending, Mortgage Lending, Retail Banking, Small Business Lending, Loan Origination, Cross Selling, Lines Of Credit, Cash Management, Deposits, Retail Management, Loss Prevention, Store Operations, Customer Service, Team Building, Sales, Retail Sales, Sales Management, Leadership, Management, Recruiting, Associate Development, Customer Satisfaction, Employee Training, Hiring, CRM
Education
Hardin-Simmons University 2002 — 2004
Psychology
Mimi Bloom's Wells Fargo Experience March 2014 - Present
Job Social Media Strategist and Consumer Marketer
Industry Financial Services
Experience
Wells Fargo March 2014 - Present
Charles Schwab 2003 - March 2014
McKinsey & Company 2000 - 2002
Biztravel.com 1998 - 1999
Audible.com 1996 - 1997
Prodigy Communications / Dial-Up Internet Service Provider 1995 - 1996
Time Inc. 1993 - 1995
BMG Columbia House / Membership Music Club 1992 - 1993
Applied Decision Analysis, Inc. / Boutique Consulting Firm 1987 - 1990
Skills
B2C marketing, Marketing Strategy, Cross-functional Team..., Social Media, Marketing Analytics, Integrated Marketing, Direct Marketing, Marketing Communications, Digital Marketing, Multi-channel Marketing, Email Marketing, Customer Acquisition, Customer Retention, Customer Engagement, Performance Measurement, Team Management, Thought Leadership, Financial Services
Education
Harvard Business School 1990 — 1992
MBA
Massachusetts Institute of Technology 1983 — 1987
B.S., Mechanical Engineering
Wells Fargo March 2014 - Present
Charles Schwab 2003 - March 2014
McKinsey & Company 2000 - 2002
Biztravel.com 1998 - 1999
Audible.com 1996 - 1997
Prodigy Communications / Dial-Up Internet Service Provider 1995 - 1996
Time Inc. 1993 - 1995
BMG Columbia House / Membership Music Club 1992 - 1993
Applied Decision Analysis, Inc. / Boutique Consulting Firm 1987 - 1990
Skills
B2C marketing, Marketing Strategy, Cross-functional Team..., Social Media, Marketing Analytics, Integrated Marketing, Direct Marketing, Marketing Communications, Digital Marketing, Multi-channel Marketing, Email Marketing, Customer Acquisition, Customer Retention, Customer Engagement, Performance Measurement, Team Management, Thought Leadership, Financial Services
Education
Harvard Business School 1990 — 1992
MBA
Massachusetts Institute of Technology 1983 — 1987
B.S., Mechanical Engineering
Taylor Box's Wells Fargo Experience January 2015 - May 2015
Job Mortgage Consultant at MiLEND Inc.
Industry Financial Services
Experience
MiLEND Inc June 2015 - Present
Uber May 2015 - Present
Wells Fargo January 2015 - May 2015
Chatham Landscape Services June 2014 - December 2014
TruGreen LandCare March 2014 - June 2014
BrandsMart USA January 2014 - March 2014
BrandsMart USA October 2013 - January 2014
First Security Bank July 2012 - September 2012
Merrifield Garden Center March 2012 - July 2012
Scott Coleman Custom Homes and Remodeling January 2011 - December 2011
Skills
Sales, Customer Service, Bilingual, Patience, Humility, Empathy, Kindness, Charismatic Leadership, Mindfulness, Computer Maintenance, Creative Problem Solving, Creative Writing, Time Management, Furniture, Data Entry, Integrity, Spanish, Critical Thinking, Microsoft Office, Leadership, Public Speaking, Microsoft Excel, Microsoft Word, PowerPoint
Education
Harding University 2005 — 2009
Bachelor of Business Administration (BBA), International Business, 3.85
MiLEND Inc June 2015 - Present
Uber May 2015 - Present
Wells Fargo January 2015 - May 2015
Chatham Landscape Services June 2014 - December 2014
TruGreen LandCare March 2014 - June 2014
BrandsMart USA January 2014 - March 2014
BrandsMart USA October 2013 - January 2014
First Security Bank July 2012 - September 2012
Merrifield Garden Center March 2012 - July 2012
Scott Coleman Custom Homes and Remodeling January 2011 - December 2011
Skills
Sales, Customer Service, Bilingual, Patience, Humility, Empathy, Kindness, Charismatic Leadership, Mindfulness, Computer Maintenance, Creative Problem Solving, Creative Writing, Time Management, Furniture, Data Entry, Integrity, Spanish, Critical Thinking, Microsoft Office, Leadership, Public Speaking, Microsoft Excel, Microsoft Word, PowerPoint
Education
Harding University 2005 — 2009
Bachelor of Business Administration (BBA), International Business, 3.85
Christopher Surratt Christopher Surratt's Wells Fargo Experience March 2009 - April 2010
Job Business Account Executive at FedEx Services
Industry Transportation/Trucking/Railroad
Experience
FedEx Services July 2015 - Present
First Financial Bank Texas March 2014 - June 2015
Abilene Teachers Federal Credit Union April 2011 - February 2014
BBVA Compass May 2010 - April 2011
Wells Fargo March 2009 - April 2010
Enterprise Rent-A-Car December 2007 - February 2009
Enterprise Rent-A-Car May 2007 - August 2007
Skills
Sales, Account Management, Leadership, New Business Development, Team Building, Microsoft Office, Project Management, Logistics, International Logistics, Management
Education
Hardin-Simmons University
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
FedEx Services July 2015 - Present
First Financial Bank Texas March 2014 - June 2015
Abilene Teachers Federal Credit Union April 2011 - February 2014
BBVA Compass May 2010 - April 2011
Wells Fargo March 2009 - April 2010
Enterprise Rent-A-Car December 2007 - February 2009
Enterprise Rent-A-Car May 2007 - August 2007
Skills
Sales, Account Management, Leadership, New Business Development, Team Building, Microsoft Office, Project Management, Logistics, International Logistics, Management
Education
Hardin-Simmons University
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Marshall Butler Marshall Butler's Wells Fargo Experience December 2014 - Present
Job Head of Marketing, Wells Fargo Funds Management
Industry Investment Management
Experience
Wells Fargo December 2014 - Present
BlackRock January 2012 - November 2014
BlackRock April 2009 - January 2012
BlackRock March 2007 - April 2009
WPP September 2002 - March 2007
Synovate July 1997 - August 2000
Skills
Marketing Strategy, Segmentation, Market Research, Advertising, Corporate Communications, Digital Marketing, Website Development, Website Promotion, Cross-functional Team..., Business Strategy, Asset Management, Brand Architecture, Brand Development, Corporate Positioning, Direct Marketing, Private Banking, Retail Banking, Social Media Marketing, Relationship Marketing, CRM, Corporate Branding, Asset Managment, Integrated Marketing, Mutual Funds, Start-ups, Positioning, Equities, Portfolio Management, Brand Management, Marketing, Strategy, ETFs, Financial Services, Marketing Research
Education
Harvard Business School 2000 — 2002
Master of Business Administration (M.B.A.)
Queen's University 1993 — 1997
BAH, Political Economy
Wells Fargo December 2014 - Present
BlackRock January 2012 - November 2014
BlackRock April 2009 - January 2012
BlackRock March 2007 - April 2009
WPP September 2002 - March 2007
Synovate July 1997 - August 2000
Skills
Marketing Strategy, Segmentation, Market Research, Advertising, Corporate Communications, Digital Marketing, Website Development, Website Promotion, Cross-functional Team..., Business Strategy, Asset Management, Brand Architecture, Brand Development, Corporate Positioning, Direct Marketing, Private Banking, Retail Banking, Social Media Marketing, Relationship Marketing, CRM, Corporate Branding, Asset Managment, Integrated Marketing, Mutual Funds, Start-ups, Positioning, Equities, Portfolio Management, Brand Management, Marketing, Strategy, ETFs, Financial Services, Marketing Research
Education
Harvard Business School 2000 — 2002
Master of Business Administration (M.B.A.)
Queen's University 1993 — 1997
BAH, Political Economy
Stefan Hofmeyer's Wells Fargo Experience May 2002 - August 2004
Job M&A Integration Consultant, Partner @ Global PMI Partners
Industry Management Consulting
Experience
Global PMI Partners May 2013 - Present
ModalMinds, Inc. January 2011 - March 2015
Blackstone Technology Group September 2004 - November 2010
Wells Fargo May 2002 - August 2004
Inventa Technologies February 1998 - January 2002
Accenture (Andersen Consulting) August 1994 - January 1998
Skills
Enterprise Architecture, Project Management, IT Strategy, Software Project..., Program Management, PMO, Business Analysis, Integration, SDLC, Management Consulting, Mergers, Management, Mergers & Acquisitions, Entrepreneurship, Executive Management, Resource Management, Risk Management, Leadership, Strategy, Software Development, CRM, Enterprise Software, SaaS, Cross-functional Team..., Professional Services, Business Process, Business Process..., Project Portfolio..., Acquisition Integration, Consulting, Business Intelligence, Outsourcing, Product Management, Business Transformation, Business Development, Process Improvement, Business Strategy, Start-ups, Strategic Planning, Change Management, Strategic Partnerships, Vendor Management, Business Planning, Requirements Analysis, Financial Services, Analysis, Training, Analytics, Team Leadership
Education
Pepperdine University 2010 — 2011
Master of Business Administration (MBA), Executive Program
Harvard Business School 2009 — 2009
Executive Education, Leading Professional Service Firms (LPSF)
Stanford University 2000 — 2001
SCPM, Stanford Certified Project Manager
University of Iowa 1990 — 1994
BSE, Industrial Engineering
Global PMI Partners May 2013 - Present
ModalMinds, Inc. January 2011 - March 2015
Blackstone Technology Group September 2004 - November 2010
Wells Fargo May 2002 - August 2004
Inventa Technologies February 1998 - January 2002
Accenture (Andersen Consulting) August 1994 - January 1998
Skills
Enterprise Architecture, Project Management, IT Strategy, Software Project..., Program Management, PMO, Business Analysis, Integration, SDLC, Management Consulting, Mergers, Management, Mergers & Acquisitions, Entrepreneurship, Executive Management, Resource Management, Risk Management, Leadership, Strategy, Software Development, CRM, Enterprise Software, SaaS, Cross-functional Team..., Professional Services, Business Process, Business Process..., Project Portfolio..., Acquisition Integration, Consulting, Business Intelligence, Outsourcing, Product Management, Business Transformation, Business Development, Process Improvement, Business Strategy, Start-ups, Strategic Planning, Change Management, Strategic Partnerships, Vendor Management, Business Planning, Requirements Analysis, Financial Services, Analysis, Training, Analytics, Team Leadership
Education
Pepperdine University 2010 — 2011
Master of Business Administration (MBA), Executive Program
Harvard Business School 2009 — 2009
Executive Education, Leading Professional Service Firms (LPSF)
Stanford University 2000 — 2001
SCPM, Stanford Certified Project Manager
University of Iowa 1990 — 1994
BSE, Industrial Engineering
Leslie McElwain Leslie McElwain's Wells Fargo Experience January 2014 - Present
Job Private Banker
Industry Banking
Experience
Wells Fargo January 2014 - Present
Wells Fargo Company December 2009 - January 2014
Interplan Inc. August 2006 - February 2009
Skills
Wealth Management, Banking, Strategic Financial..., Asset Allocation, Financial Analysis, Credit, Loans, Mortgage Lending, Series 63, Investments, Retail Banking, Portfolio Management, Retirement Planning, Cross Selling, Relationship Management, Cash Management, Financial Advisory, Consumer Lending, Financial Services, Small Business Lending, Lines Of Credit, Securities, Series 6, Insurance, Loan Origination, Deposits, Wealth, Branch Banking, Personal Banking, Finance, Investment Advisory, Home Equity Loans, Private Banking, Asset Management, Fixed Annuities, Savings, Life Insurance, Investment Strategies, Retirement, Credit Cards, Wealth Management..., Credit Risk, IRAs, Loan Servicing, Investment Banking, Banking Relationships, Small Business, 401k
Education
Marymount University 2004 — 2006
Bachelor of Arts (B.A.), Interior Design
Harford Community College 2002 — 2004
Wells Fargo January 2014 - Present
Wells Fargo Company December 2009 - January 2014
Interplan Inc. August 2006 - February 2009
Skills
Wealth Management, Banking, Strategic Financial..., Asset Allocation, Financial Analysis, Credit, Loans, Mortgage Lending, Series 63, Investments, Retail Banking, Portfolio Management, Retirement Planning, Cross Selling, Relationship Management, Cash Management, Financial Advisory, Consumer Lending, Financial Services, Small Business Lending, Lines Of Credit, Securities, Series 6, Insurance, Loan Origination, Deposits, Wealth, Branch Banking, Personal Banking, Finance, Investment Advisory, Home Equity Loans, Private Banking, Asset Management, Fixed Annuities, Savings, Life Insurance, Investment Strategies, Retirement, Credit Cards, Wealth Management..., Credit Risk, IRAs, Loan Servicing, Investment Banking, Banking Relationships, Small Business, 401k
Education
Marymount University 2004 — 2006
Bachelor of Arts (B.A.), Interior Design
Harford Community College 2002 — 2004
Jacob Reiter Jacob Reiter's Wells Fargo Experience 2001 - 2007
Job President
Industry Real Estate
Experience
Verde Capital Corp 2011 - Present
Royal Bank of Scotland 2007 - 2011
Wells Fargo 2001 - 2007
BNY Mellon 1984 - 2000
Skills
Private Equity, Joint Ventures, Mezzanine, Corporate Finance, Capital Markets, Transaction Structuring, Project Finance, Client Development, Team Building, Regulatory Requirements, Syndications, REITs, Risk Management, Strategic Planning, Project Management, Start-ups, Real Estate Investment..., Real Estate Advisory..., Debt Restructuring, M&A Advisory Services, Tax Advisory, Real Estate Asset..., Pension Funds, Real Estate Valuation, Public Equity Offerings, Public Debt Offerings, Public-private..., Private Placements, Chief Investment Officer, Fund Manager, Corpora, Leveraged Finance
Education
Washington University in St. Louis
Master of Business Administration (MBA), Corporate Finance
The College of Wooster
Bachelor of Arts (BA), Economics / Urban Studies & Politcal Science
Harvard Business School Executive Education
Organizational Leadership and Strategy Program
Verde Capital Corp 2011 - Present
Royal Bank of Scotland 2007 - 2011
Wells Fargo 2001 - 2007
BNY Mellon 1984 - 2000
Skills
Private Equity, Joint Ventures, Mezzanine, Corporate Finance, Capital Markets, Transaction Structuring, Project Finance, Client Development, Team Building, Regulatory Requirements, Syndications, REITs, Risk Management, Strategic Planning, Project Management, Start-ups, Real Estate Investment..., Real Estate Advisory..., Debt Restructuring, M&A Advisory Services, Tax Advisory, Real Estate Asset..., Pension Funds, Real Estate Valuation, Public Equity Offerings, Public Debt Offerings, Public-private..., Private Placements, Chief Investment Officer, Fund Manager, Corpora, Leveraged Finance
Education
Washington University in St. Louis
Master of Business Administration (MBA), Corporate Finance
The College of Wooster
Bachelor of Arts (BA), Economics / Urban Studies & Politcal Science
Harvard Business School Executive Education
Organizational Leadership and Strategy Program
Stanley Blake Jr. Stanley Blake Jr.'s Wells Fargo Experience February 2015 - February 2015
Job Commercial Real Estate Financial Analyst at Wells Fargo
Industry Commercial Real Estate
Experience
FreshStart Family Services April 2011 - Present
Prudential Financial May 2015 - May 2015
Wells Fargo February 2015 - February 2015
Abercrombie & Fitch June 2014 - September 2014
Sears Holdings Corporation March 2014 - June 2014
NV Energy April 2013 - June 2013
Skills
Finance, Financial Accounting, Managerial Finance, Marketing, Business Administration, Oral Communication, Written Communication, Investment Banking, Investment Strategies
Education
Hampton University 2013 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
Advanced Technologies Academy 2009 — 2013
Advanced Honors Diploma, Legal Studies, General
FreshStart Family Services April 2011 - Present
Prudential Financial May 2015 - May 2015
Wells Fargo February 2015 - February 2015
Abercrombie & Fitch June 2014 - September 2014
Sears Holdings Corporation March 2014 - June 2014
NV Energy April 2013 - June 2013
Skills
Finance, Financial Accounting, Managerial Finance, Marketing, Business Administration, Oral Communication, Written Communication, Investment Banking, Investment Strategies
Education
Hampton University 2013 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
Advanced Technologies Academy 2009 — 2013
Advanced Honors Diploma, Legal Studies, General
Bill Hehn Bill Hehn's Wells Fargo Experience October 2012 - October 2013
Job Account Representative at UPS
Industry Consumer Services
Experience
UPS January 2015 - Present
WakeUpNow July 2013 - January 2015
Wells Fargo October 2012 - October 2013
Best Buy October 2006 - March 2013
DataSphere Technologies Inc. February 2012 - October 2012
Skills
Mortgage Lending, Loans, Credit, Banking, Loan Origination, Sales, Small Business, Small Business Lending, Mortgage Banking, Consumer Lending, Customer Service, Refinance
Education
Harper College 2005 — 2008
Bachelor of Business Administration (BBA)
Hoffman Estates High School 2001 — 2005
UPS January 2015 - Present
WakeUpNow July 2013 - January 2015
Wells Fargo October 2012 - October 2013
Best Buy October 2006 - March 2013
DataSphere Technologies Inc. February 2012 - October 2012
Skills
Mortgage Lending, Loans, Credit, Banking, Loan Origination, Sales, Small Business, Small Business Lending, Mortgage Banking, Consumer Lending, Customer Service, Refinance
Education
Harper College 2005 — 2008
Bachelor of Business Administration (BBA)
Hoffman Estates High School 2001 — 2005
Joe Seydl's Wells Fargo Experience July 2010 - July 2012
Job FullTime Economist, PartTime Philosopher
Industry Research
Experience
J.P. Morgan Asset Management September 2015 - Present
Citi October 2013 - August 2015
Centre for Economic Performance March 2013 - June 2013
Wells Fargo July 2010 - July 2012
National Australia Bank June 2009 - August 2009
National Australia Bank October 2008 - December 2008
Group One Trading, LP May 2008 - August 2008
Northampton Community College January 2007 - January 2008
ABE Fence January 2006 - August 2007
Skills
Econometrics, Macroeconomics, Public Policy, Economics, Financial Analysis, Political Philosophy, Mathematics, Statistics, Stata, Marxian Economics, Eviews, Bloomberg, Policy
Education
The London School of Economics and Political Science (LSE) 2012 — 2013
Master of Science (MSc), Economics and Philosophy
Lehigh University 2007 — 2010
Bachelor's Degree, Mathematics and Economics, Minor in Philosophy
Harvard Business School 2009 — 2009
Summer Venture in Management Program
Northampton Community College 2007 — 2007
Associate's Degree, Mathematics
J.P. Morgan Asset Management September 2015 - Present
Citi October 2013 - August 2015
Centre for Economic Performance March 2013 - June 2013
Wells Fargo July 2010 - July 2012
National Australia Bank June 2009 - August 2009
National Australia Bank October 2008 - December 2008
Group One Trading, LP May 2008 - August 2008
Northampton Community College January 2007 - January 2008
ABE Fence January 2006 - August 2007
Skills
Econometrics, Macroeconomics, Public Policy, Economics, Financial Analysis, Political Philosophy, Mathematics, Statistics, Stata, Marxian Economics, Eviews, Bloomberg, Policy
Education
The London School of Economics and Political Science (LSE) 2012 — 2013
Master of Science (MSc), Economics and Philosophy
Lehigh University 2007 — 2010
Bachelor's Degree, Mathematics and Economics, Minor in Philosophy
Harvard Business School 2009 — 2009
Summer Venture in Management Program
Northampton Community College 2007 — 2007
Associate's Degree, Mathematics
Alex Lange's Wells Fargo Experience October 1994 - June 1997
Job Operator and investor propelling visionary businesses from inception to success with innovation and decisive leadership.
Industry Venture Capital & Private Equity
Experience
Second Century Ventures November 2014 - Present
Various Governance Roles September 2014 - Present
Market Leader (Acquired by Trulia) September 2010 - September 2014
Roost.com (Acquired by VerticalResponse) November 2006 - July 2010
RealAgile August 2009 - June 2010
Art.com April 2003 - August 2006
Federal Home Loan Bank of San Francisco April 2002 - April 2003
IKON Technology Services December 1997 - April 2002
WELLS FARGO October 1994 - June 1997
CHARLES SCHWAB, INC. June 1992 - October 1994
Skills
SEO, Start-ups, E-commerce, SEM, Product Development, Strategy, SaaS, Social Media, Business Development, CRM, Leadership, Entrepreneurship, Analytics, .NET, Project Management, Integration, Venture Capital, PHP, Mobile Devices, Ruby on Rails, Java, User Experience, Management, Online Marketing, Mobile Applications, Business Strategy, Software Development, Team Management, Agile Methodologies, Marketing, B2B, IT Strategy, Strategic Planning, Social Media Marketing, Social Networking, Product Design, Conversion Optimization, Vertical Search, Program Management, Online Advertising, Web Development, Strategic Partnerships
Education
Harvard Business School Executive Education
Negotiation and Competitive Decision Making
Harvard Business School
General Management Program (HBS alumni)
Salzburg International Preparatory School
Second Century Ventures November 2014 - Present
Various Governance Roles September 2014 - Present
Market Leader (Acquired by Trulia) September 2010 - September 2014
Roost.com (Acquired by VerticalResponse) November 2006 - July 2010
RealAgile August 2009 - June 2010
Art.com April 2003 - August 2006
Federal Home Loan Bank of San Francisco April 2002 - April 2003
IKON Technology Services December 1997 - April 2002
WELLS FARGO October 1994 - June 1997
CHARLES SCHWAB, INC. June 1992 - October 1994
Skills
SEO, Start-ups, E-commerce, SEM, Product Development, Strategy, SaaS, Social Media, Business Development, CRM, Leadership, Entrepreneurship, Analytics, .NET, Project Management, Integration, Venture Capital, PHP, Mobile Devices, Ruby on Rails, Java, User Experience, Management, Online Marketing, Mobile Applications, Business Strategy, Software Development, Team Management, Agile Methodologies, Marketing, B2B, IT Strategy, Strategic Planning, Social Media Marketing, Social Networking, Product Design, Conversion Optimization, Vertical Search, Program Management, Online Advertising, Web Development, Strategic Partnerships
Education
Harvard Business School Executive Education
Negotiation and Competitive Decision Making
Harvard Business School
General Management Program (HBS alumni)
Salzburg International Preparatory School
Orrin Manning Orrin Manning's Wells Fargo Experience November 2011 - Present
Job Inbound Sales Specialist Wells Fargo
Industry Banking
Experience
Wells Fargo November 2011 - Present
Stanley Steemer November 2009 - November 2011
Stanley Steemer April 2006 - November 2011
Stanley Steemer 2010 - 2011
Skills
Call Centers, Sales, Customer Satisfaction, Customer Experience, Direct Sales, Great communications..., Product Knowledge, Customer-focused Service, Employee Training, Customer Retention, Time Management, Cold Calling, Sales Presentations, Training, Telephone Skills, Coaching, Banking, Relationship Management, Retail Sales, Credit Management, Unsecured Loans, Home Equity Loans, Peer Support, Team Building, Leadership, Marketing Communications, Sales Management
Education
Hampton University 1982 — 1984
Wells Fargo November 2011 - Present
Stanley Steemer November 2009 - November 2011
Stanley Steemer April 2006 - November 2011
Stanley Steemer 2010 - 2011
Skills
Call Centers, Sales, Customer Satisfaction, Customer Experience, Direct Sales, Great communications..., Product Knowledge, Customer-focused Service, Employee Training, Customer Retention, Time Management, Cold Calling, Sales Presentations, Training, Telephone Skills, Coaching, Banking, Relationship Management, Retail Sales, Credit Management, Unsecured Loans, Home Equity Loans, Peer Support, Team Building, Leadership, Marketing Communications, Sales Management
Education
Hampton University 1982 — 1984
Alexander Garmash Alexander Garmash's Wells Fargo Experience September 2011 - February 2013
Job Senior Application Developer
Industry Information Technology and Services
Experience
Magenic August 2015 - Present
Personal Projects January 2015 - Present
Esurance February 2013 - August 2015
Wells Fargo September 2011 - February 2013
Vimpelcom February 2007 - June 2011
UpscaleSoft (Optima JSC) July 2005 - January 2007
Folio May 2004 - July 2005
RCNIT 1993 - 1999
Skills
Software Development, Software Design, Business Analysis, Requirements Analysis, Design Patterns, Databases, Web Development, Mobile Application..., Integration, C#, .NET, LINQ, ASP.NET, ASP.NET MVC, T-SQL, Visual Studio, JavaScript, Web Services, WCF, jQuery, UML, DHTML, iOS Development, Objective-C, SQL, Microsoft SQL Server
Education
Harkivs'kij Nacional'nij Universitet im. V.N. Karazina 1990 — 1995
M.Sc, Applied Mathematics
Magenic August 2015 - Present
Personal Projects January 2015 - Present
Esurance February 2013 - August 2015
Wells Fargo September 2011 - February 2013
Vimpelcom February 2007 - June 2011
UpscaleSoft (Optima JSC) July 2005 - January 2007
Folio May 2004 - July 2005
RCNIT 1993 - 1999
Skills
Software Development, Software Design, Business Analysis, Requirements Analysis, Design Patterns, Databases, Web Development, Mobile Application..., Integration, C#, .NET, LINQ, ASP.NET, ASP.NET MVC, T-SQL, Visual Studio, JavaScript, Web Services, WCF, jQuery, UML, DHTML, iOS Development, Objective-C, SQL, Microsoft SQL Server
Education
Harkivs'kij Nacional'nij Universitet im. V.N. Karazina 1990 — 1995
M.Sc, Applied Mathematics
Mike Bracco Mike Bracco's Wells Fargo Experience 2003 - 2007
Job Values driven executive leader and investor
Industry Venture Capital & Private Equity
Experience
Angora Ridge Partners, LLC 2015 - Present
Bank of the West 2007 - 2015
Wells Fargo 2003 - 2007
Bain Capital 2000 - 2003
Great-West Life 1996 - 2001
Bain & Company 1993 - 1996
Skills
Mergers & Acquisitions, Business Strategy, Strategy, Management, Strategic Planning, Leadership, Management Consulting, Portfolio Management, Executive Management, Risk Management, Credit, Investment Banking, Product Management, Investments, Start-ups
Education
Harvard Business School 1991 — 1993
MBA, Distinction
Rensselaer Polytechnic Institute 1984 — 1988
BS, Computer Science, Cum Laude
Angora Ridge Partners, LLC 2015 - Present
Bank of the West 2007 - 2015
Wells Fargo 2003 - 2007
Bain Capital 2000 - 2003
Great-West Life 1996 - 2001
Bain & Company 1993 - 1996
Skills
Mergers & Acquisitions, Business Strategy, Strategy, Management, Strategic Planning, Leadership, Management Consulting, Portfolio Management, Executive Management, Risk Management, Credit, Investment Banking, Product Management, Investments, Start-ups
Education
Harvard Business School 1991 — 1993
MBA, Distinction
Rensselaer Polytechnic Institute 1984 — 1988
BS, Computer Science, Cum Laude
Meghan Mitchell Meghan Mitchell's Wells Fargo Experience September 2013 - Present
Job Loan Servicing Specialist at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo September 2013 - Present
Wells Fargo October 2012 - September 2013
Abercrombie & Fitch March 2011 - April 2012
Hollister Co. May 2010 - February 2011
Liquid Soul Media September 2008 - January 2009
Skills
Retail, Marketing Management, Microsoft Office, Marketing Strategy, Market Research, Marketing, Marketing Event Planning, Inventory Management, Interviewing Skills, Project Management, Loan Modifications, Loan Servicing, Refinance, Management, Customer Service, Event Planning, Finance, Leadership, Microsoft Excel, Public Speaking, Sales, Social Media, Social Media Marketing, Strategy
Education
Hampton University 2004 — 2008
Bachelor's degree, Marketing
Wells Fargo September 2013 - Present
Wells Fargo October 2012 - September 2013
Abercrombie & Fitch March 2011 - April 2012
Hollister Co. May 2010 - February 2011
Liquid Soul Media September 2008 - January 2009
Skills
Retail, Marketing Management, Microsoft Office, Marketing Strategy, Market Research, Marketing, Marketing Event Planning, Inventory Management, Interviewing Skills, Project Management, Loan Modifications, Loan Servicing, Refinance, Management, Customer Service, Event Planning, Finance, Leadership, Microsoft Excel, Public Speaking, Sales, Social Media, Social Media Marketing, Strategy
Education
Hampton University 2004 — 2008
Bachelor's degree, Marketing
Victoria Brounoff's Wells Fargo Experience March 2008 - March 2012
Job Human Resources Professional
Industry Human Resources
Experience
Central Market/HEB August 2015 - Present
Central Market/HEB March 2012 - Present
CTRL: Current Technology for Real Life February 2010 - March 2012
Wells Fargo March 2008 - March 2012
JCPenney September 2004 - March 2008
Skills
Customer Service, Process Scheduler, Training, Public Speaking, Event Planning, Team Building, Recruiting, Volunteer Management, Outlook, Microsoft Excel, Data Entry, Microsoft Office, Interviews, Customer Satisfaction, Human Resources
Education
George W. Truett Theological Seminary 2004 — 2007
Hardin-Simmons University 2000 — 2004
Bachelor of Arts, Church Ministry
Central Market/HEB August 2015 - Present
Central Market/HEB March 2012 - Present
CTRL: Current Technology for Real Life February 2010 - March 2012
Wells Fargo March 2008 - March 2012
JCPenney September 2004 - March 2008
Skills
Customer Service, Process Scheduler, Training, Public Speaking, Event Planning, Team Building, Recruiting, Volunteer Management, Outlook, Microsoft Excel, Data Entry, Microsoft Office, Interviews, Customer Satisfaction, Human Resources
Education
George W. Truett Theological Seminary 2004 — 2007
Hardin-Simmons University 2000 — 2004
Bachelor of Arts, Church Ministry
Pete Bailey's Wells Fargo Experience 2008 - 2014
Job Vice President at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. 2014 - Present
Wells Fargo 2008 - 2014
Citigroup 2006 - 2008
U.S. Army 1998 - 2003
Skills
Investment Banking, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Valuation, Energy, Defense, Aerospace &..., Leadership, Business Development, Strategic Planning
Education
Harvard Business School 2003 — 2005
M.B.A., General Management, Finance
United States Military Academy at West Point 1994 — 1998
B.S. General Management, Minor in Systems Engineering
Stephens Inc. 2014 - Present
Wells Fargo 2008 - 2014
Citigroup 2006 - 2008
U.S. Army 1998 - 2003
Skills
Investment Banking, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Valuation, Energy, Defense, Aerospace &..., Leadership, Business Development, Strategic Planning
Education
Harvard Business School 2003 — 2005
M.B.A., General Management, Finance
United States Military Academy at West Point 1994 — 1998
B.S. General Management, Minor in Systems Engineering
Josh Davila Josh Davila's Wells Fargo Experience April 2014 - July 2014
Job Data Entry Specialist at Hellman Worldwide Logistics
Industry Higher Education
Experience
Hellmann Worldwide Logistics March 2015 - Present
Wells Fargo April 2014 - July 2014
Skills
Time Management, Customer Service, Sales, Customer Satisfaction, Entrepreneurship
Education
Harding University 2009 — 2013
Social Sciences, 3.0
Hellmann Worldwide Logistics March 2015 - Present
Wells Fargo April 2014 - July 2014
Skills
Time Management, Customer Service, Sales, Customer Satisfaction, Entrepreneurship
Education
Harding University 2009 — 2013
Social Sciences, 3.0
Kyle Edmonds's Wells Fargo Experience May 2009 - September 2012
Job Operations Sales and Service Manager at Royal Bank
Industry Banking
Experience
Royal Bank America Member FDIC September 2014 - Present
TD September 2012 - September 2014
Wells Fargo May 2009 - September 2012
Skills
Retail Banking, Business Development, Relationship Management, Small Business..., Banking, Management, Leadership, Loan Origination, Loans, Life Insurance, Health Insurance, Annuity Sales, Account Management, Operations Management, Sales, Customer Experience..., Customer Service, Microsoft Office, Team Leadership, Coaching, Public Speaking
Education
Hampton University 2000 — 2005
Advertising & Communications
Royal Bank America Member FDIC September 2014 - Present
TD September 2012 - September 2014
Wells Fargo May 2009 - September 2012
Skills
Retail Banking, Business Development, Relationship Management, Small Business..., Banking, Management, Leadership, Loan Origination, Loans, Life Insurance, Health Insurance, Annuity Sales, Account Management, Operations Management, Sales, Customer Experience..., Customer Service, Microsoft Office, Team Leadership, Coaching, Public Speaking
Education
Hampton University 2000 — 2005
Advertising & Communications
Daniel Michael Pitner Daniel Michael Pitner's Wells Fargo Experience February 2012 - June 2014
Job Mortgage Officer NMLS#885096
Industry Real Estate
Experience
Merchants Bank April 2015 - Present
The Gratia Group, LLC August 2014 - April 2015
Wells Fargo February 2012 - June 2014
Cafe Provence August 2008 - February 2012
Lake Sunapee Bank November 2006 - July 2008
Paramount Home Loans March 2004 - October 2006
DMP Investments LLC 2002 - 2006
Maggiano's Little Italy April 1998 - September 2003
Skills
Va loans anf Fha loans, Restaurants, Fine Dining, First Time Home Buyers, Finance, Customer Service, Credit Analysis, Investments, Underwriting, USDA, Investors, VA loans, Real Estate Financing, Home Equity Lines of..., Government Loans, Certified Mortgage..., Home Equity Loans, 203K, FHA financing, Sales, VA Loans
Education
Western Illinois University 1995 — 1997
Accounting and Finance
Harper College 1993 — 1995
General Studies
Merchants Bank April 2015 - Present
The Gratia Group, LLC August 2014 - April 2015
Wells Fargo February 2012 - June 2014
Cafe Provence August 2008 - February 2012
Lake Sunapee Bank November 2006 - July 2008
Paramount Home Loans March 2004 - October 2006
DMP Investments LLC 2002 - 2006
Maggiano's Little Italy April 1998 - September 2003
Skills
Va loans anf Fha loans, Restaurants, Fine Dining, First Time Home Buyers, Finance, Customer Service, Credit Analysis, Investments, Underwriting, USDA, Investors, VA loans, Real Estate Financing, Home Equity Lines of..., Government Loans, Certified Mortgage..., Home Equity Loans, 203K, FHA financing, Sales, VA Loans
Education
Western Illinois University 1995 — 1997
Accounting and Finance
Harper College 1993 — 1995
General Studies
Sanu Dieng Sanu Dieng's Wells Fargo Experience March 2008 - June 2009
Job Resource Development Manager at Transitions Family Violence Services
Industry Nonprofit Organization Management
Experience
Transitions Family Violence Services September 2013 - Present
Transitions Family Violence Services May 2011 - September 2013
Wells Fargo March 2008 - June 2009
Woodforest National Bank June 2007 - March 2008
Walgreens May 2006 - December 2006
Skills
Credit, Finance, Banking, Financial Analysis, Loans, Budgets, Leadership, Strategic Planning, Fundraising, Microsoft Excel, Community Outreach, Domestic Violence, Program Development, Project Management, Management
Education
Hampton University 2003 — 2007
Bachelor of Science (B.S.), Finance
Transitions Family Violence Services September 2013 - Present
Transitions Family Violence Services May 2011 - September 2013
Wells Fargo March 2008 - June 2009
Woodforest National Bank June 2007 - March 2008
Walgreens May 2006 - December 2006
Skills
Credit, Finance, Banking, Financial Analysis, Loans, Budgets, Leadership, Strategic Planning, Fundraising, Microsoft Excel, Community Outreach, Domestic Violence, Program Development, Project Management, Management
Education
Hampton University 2003 — 2007
Bachelor of Science (B.S.), Finance
Jackson C. Cosey, Jr.'s Wells Fargo Experience 2001 - 2006
Job Business strategy consulting specializing in growing profits and improving performance
Industry Financial Services
Experience
CH Consulting LLC 2010 - Present
Federal Home Loan Bank of Atlanta 2008 - 2010
Citi 2006 - 2008
Wells Fargo 2001 - 2006
The Coca-Cola Company 1995 - 2001
The Timken Company 1990 - 1993
Skills
Sales & Marketing..., Business Development, B2B & B2C, Product Development, Brand Management, Strategic Alliances, P&L Accountability, International Operations, Turnarounds, M&A, Joint Ventures, Recruiting & Training, Mergers & Acquisitions, Start-ups, Business Planning, P&L, Financial Modeling, Turn Around Management, P&L Management, Strategic Planning, Strategy, Income Statement, Leadership, Management, Marketing Strategy, Executive Management, Program Management
Education
Harvard Business School 1988 — 1990
Master of Business Administration (MBA), General Management/Finance
Howard University 1979 — 1983
Bachelor of Business Administration (BBA), Marketing
CH Consulting LLC 2010 - Present
Federal Home Loan Bank of Atlanta 2008 - 2010
Citi 2006 - 2008
Wells Fargo 2001 - 2006
The Coca-Cola Company 1995 - 2001
The Timken Company 1990 - 1993
Skills
Sales & Marketing..., Business Development, B2B & B2C, Product Development, Brand Management, Strategic Alliances, P&L Accountability, International Operations, Turnarounds, M&A, Joint Ventures, Recruiting & Training, Mergers & Acquisitions, Start-ups, Business Planning, P&L, Financial Modeling, Turn Around Management, P&L Management, Strategic Planning, Strategy, Income Statement, Leadership, Management, Marketing Strategy, Executive Management, Program Management
Education
Harvard Business School 1988 — 1990
Master of Business Administration (MBA), General Management/Finance
Howard University 1979 — 1983
Bachelor of Business Administration (BBA), Marketing
Heather Hansma's Wells Fargo Experience September 2014 - Present
Job SVP, Head of Strategy Development and Planning for Direct Channels (Digital and Contact Center)
Industry Internet
Experience
Wells Fargo September 2014 - Present
Wells Fargo January 2008 - Present
Wells Fargo Bank 2006 - 2008
Wells Fargo Internet Services 2006 - 2006
Wells Fargo 2004 - 2006
Wells Fargo Internet Service Group 2002 - 2004
Mercer Management Consulting (Now Oliver Wyman) 1995 - 2002
Skills
Strategy, Product Management, Analytics, Mobile Devices, Business Strategy, Leadership, Product Development, Management, Strategic Planning, Change Management, Marketing, Financial Modeling, Executive Management, Consulting, Multi-channel Marketing, Strategic Partnerships, Competitive Analysis, Digital Strategy
Education
Harvard Business School 1998 — 2000
MBA, Business
Harvard University 1991 — 1995
A.B., Economics
Wells Fargo September 2014 - Present
Wells Fargo January 2008 - Present
Wells Fargo Bank 2006 - 2008
Wells Fargo Internet Services 2006 - 2006
Wells Fargo 2004 - 2006
Wells Fargo Internet Service Group 2002 - 2004
Mercer Management Consulting (Now Oliver Wyman) 1995 - 2002
Skills
Strategy, Product Management, Analytics, Mobile Devices, Business Strategy, Leadership, Product Development, Management, Strategic Planning, Change Management, Marketing, Financial Modeling, Executive Management, Consulting, Multi-channel Marketing, Strategic Partnerships, Competitive Analysis, Digital Strategy
Education
Harvard Business School 1998 — 2000
MBA, Business
Harvard University 1991 — 1995
A.B., Economics
Candace Butler Candace Butler's Wells Fargo Experience August 2010 - December 2013
Job Underwriter/ Analyst/ Auditor
Industry Financial Services
Experience
Wells Fargo Home Mortgage February 2013 - Present
Underwriter/ Quality Assurance/ Analyst/ Auditor/ Loss Mitigation/ Servicing November 2001 - Present
Wells Fargo August 2010 - December 2013
Bank of America August 2011 - February 2013
Citi November 2001 - August 2010
GE Capital August 1995 - May 2000
Skills
Coaching, Personal Development, Training, Career Development, Team Building, Consulting, Auditing, Underwriting, Short Sales, Mortgage Lending, Mortgage Underwriting, Mortgage Servicing, Residential Mortgages, Foreclosures, Sales, Bookkeeping, Accounting
Education
Harris-Stowe State University
Lindenwood University
Wells Fargo Home Mortgage February 2013 - Present
Underwriter/ Quality Assurance/ Analyst/ Auditor/ Loss Mitigation/ Servicing November 2001 - Present
Wells Fargo August 2010 - December 2013
Bank of America August 2011 - February 2013
Citi November 2001 - August 2010
GE Capital August 1995 - May 2000
Skills
Coaching, Personal Development, Training, Career Development, Team Building, Consulting, Auditing, Underwriting, Short Sales, Mortgage Lending, Mortgage Underwriting, Mortgage Servicing, Residential Mortgages, Foreclosures, Sales, Bookkeeping, Accounting
Education
Harris-Stowe State University
Lindenwood University
Tim Ploetz, CTP, AAP's Wells Fargo Experience 1986 - 1995
Job Vice President, Private Banking at U.S. Bank
Industry Banking
Experience
The Private Client Reserve August 2015 - Present
US Bank November 2009 - August 2015
Bank of the West 2007 - 2009
US Bank 2005 - 2007
US Bank 2003 - 2005
US Bank 1999 - 2003
US Bank 1995 - 1999
Wells Fargo 1986 - 1995
Skills
Commercial Banking, Treasury Management, Risk Management, Business Development, Multi-Site Operations, Profit, Loans, Commercial Lending, Credit, Banking, Underwriting, Credit Analysis
Education
University of Wisconsin-Eau Claire 1982 — 1986
BBA, Finance, Mathematics, Accounting
University of St. Thomas 1994 — 1996
Executive Management Studies, Business Finance
University of Minnesota - Carlson School of Management 2002 — 2004
Executive Management Studies, Strategic Managment Program
Harvard Business School 2010 — 2012
Executive Management Studies, Business/Manage Mentor Program
St. Charles (MN) High School 1976 — 1980
HS Diploma, General
The Private Client Reserve August 2015 - Present
US Bank November 2009 - August 2015
Bank of the West 2007 - 2009
US Bank 2005 - 2007
US Bank 2003 - 2005
US Bank 1999 - 2003
US Bank 1995 - 1999
Wells Fargo 1986 - 1995
Skills
Commercial Banking, Treasury Management, Risk Management, Business Development, Multi-Site Operations, Profit, Loans, Commercial Lending, Credit, Banking, Underwriting, Credit Analysis
Education
University of Wisconsin-Eau Claire 1982 — 1986
BBA, Finance, Mathematics, Accounting
University of St. Thomas 1994 — 1996
Executive Management Studies, Business Finance
University of Minnesota - Carlson School of Management 2002 — 2004
Executive Management Studies, Strategic Managment Program
Harvard Business School 2010 — 2012
Executive Management Studies, Business/Manage Mentor Program
St. Charles (MN) High School 1976 — 1980
HS Diploma, General
Kathryn W Kathryn W's Wells Fargo Experience October 2011 - June 2013
Job Field Operations Trainer at SurePayroll
Industry Financial Services
Experience
SurePayroll April 2015 - Present
Dovenmuehle Mortgage July 2013 - April 2015
Sephora November 2010 - January 2014
Wells Fargo October 2011 - June 2013
LOGS Network November 2010 - April 2011
Heart Financial Services July 2009 - September 2010
Hachette Filipacchi Media April 2008 - October 2008
Luxury SpaFinder Magazine February 2008 - April 2008
Bloomingdale's June 2007 - April 2008
Peepul PR May 2007 - August 2007
Skills
Customer Service, Leadership, Team Building, Microsoft Office, Adobe Photoshop, Adobe InDesign, Retail, Marketing, Time Management, Sales, Event Planning, Mortgage Lending, Social Media, Software Documentation, Editing, Training, PowerPoint
Education
Parsons School of Design
BBA, Design & Management
Harper College
Fashion Merchandising
William Fremd High School
High School Diploma
SurePayroll April 2015 - Present
Dovenmuehle Mortgage July 2013 - April 2015
Sephora November 2010 - January 2014
Wells Fargo October 2011 - June 2013
LOGS Network November 2010 - April 2011
Heart Financial Services July 2009 - September 2010
Hachette Filipacchi Media April 2008 - October 2008
Luxury SpaFinder Magazine February 2008 - April 2008
Bloomingdale's June 2007 - April 2008
Peepul PR May 2007 - August 2007
Skills
Customer Service, Leadership, Team Building, Microsoft Office, Adobe Photoshop, Adobe InDesign, Retail, Marketing, Time Management, Sales, Event Planning, Mortgage Lending, Social Media, Software Documentation, Editing, Training, PowerPoint
Education
Parsons School of Design
BBA, Design & Management
Harper College
Fashion Merchandising
William Fremd High School
High School Diploma
Steve Muzzy's Wells Fargo Experience May 2004 - February 2006
Job Principal at MZ Advisors
Industry Management Consulting
Experience
University of Arizona, Eller College of Management, McGuire Center for Entrepreneurship April 2015 - Present
Strategic Storage Growth Trust July 2014 - Present
MZ Advisors May 2014 - Present
MF Partners October 2012 - Present
OneWest Bank March 2012 - May 2014
JPMorgan Chase January 2011 - March 2012
Wells Fargo Bank August 2007 - January 2011
Commerce National Bank February 2006 - August 2007
Wells Fargo May 2004 - February 2006
Wells Fargo July 2001 - May 2004
Skills
Credit, Portfolio Management, Banking, Commercial Banking, Financial Analysis, Finance, Investments, Management, Financial Services, Underwriting, Strategic Planning, Private Equity, Leadership, New Business Development, Analysis, Fundraising, Nonprofits, Nonprofit Consulting, Mergers & Acquisitions
Education
Harvard Business School
Executive Education. Social Enterprise - Governing for Nonprofit Excellence
Pepperdine University 1998 — 2001
MBA
University of California, Irvine 1990 — 1992
BA, Social Ecology
University of Arizona 1988 — 1990
Corona del Mar High School 1983 — 1986
University of Arizona, Eller College of Management, McGuire Center for Entrepreneurship April 2015 - Present
Strategic Storage Growth Trust July 2014 - Present
MZ Advisors May 2014 - Present
MF Partners October 2012 - Present
OneWest Bank March 2012 - May 2014
JPMorgan Chase January 2011 - March 2012
Wells Fargo Bank August 2007 - January 2011
Commerce National Bank February 2006 - August 2007
Wells Fargo May 2004 - February 2006
Wells Fargo July 2001 - May 2004
Skills
Credit, Portfolio Management, Banking, Commercial Banking, Financial Analysis, Finance, Investments, Management, Financial Services, Underwriting, Strategic Planning, Private Equity, Leadership, New Business Development, Analysis, Fundraising, Nonprofits, Nonprofit Consulting, Mergers & Acquisitions
Education
Harvard Business School
Executive Education. Social Enterprise - Governing for Nonprofit Excellence
Pepperdine University 1998 — 2001
MBA
University of California, Irvine 1990 — 1992
BA, Social Ecology
University of Arizona 1988 — 1990
Corona del Mar High School 1983 — 1986
Russ Ogburn Russ Ogburn's Wells Fargo Experience April 2000 - February 2011
Job Vice President at NOLA Lending Group, LLC.
Industry Real Estate
Experience
NOLA Lending Group February 2011 - Present
Wells Fargo April 2000 - February 2011
Skills
Mortgage Lending, Leadership, Loans, Sales Management, Management, Banking, Negotiation, Loan Origination, USDA, Relationship Management, Real Estate, Team Building, FHA, Risk Management, Training, Sales, Recruiting, Investment Properties, Strategic Planning, First Time Home Buyers, Residential Homes, Selling, Finance, Marketing, Underwriting
Education
Harding University 1988 — 1992
BBA, Management / Accounting
NOLA Lending Group February 2011 - Present
Wells Fargo April 2000 - February 2011
Skills
Mortgage Lending, Leadership, Loans, Sales Management, Management, Banking, Negotiation, Loan Origination, USDA, Relationship Management, Real Estate, Team Building, FHA, Risk Management, Training, Sales, Recruiting, Investment Properties, Strategic Planning, First Time Home Buyers, Residential Homes, Selling, Finance, Marketing, Underwriting
Education
Harding University 1988 — 1992
BBA, Management / Accounting
Mimi Wong Mimi Wong's Wells Fargo Experience May 2007 - December 2007
Job OR Resident at Salinas Valley Memorial Healthcare System
Industry Hospital & Health Care
Experience
Hartnell College January 2015 - May 2015
Monterey Regional Water Pollution Control Agency June 2012 - July 2013
AdManage October 2008 - December 2010
Payroll Service Plus August 2007 - September 2008
Wells Fargo May 2007 - December 2007
Skills
PPC, Online Advertising, Display Advertising, CPL, Advertising, Business Performance..., Recruiting, Management, Human Resources, Leadership, SEM, Direct Sales, Digital Marketing, Email Marketing, Lead Generation, Affiliate Marketing, Online Marketing
Education
Hartnell College 2013 — 2015
ASN
University of California, Irvine 2006 — 2008
B.A. Sociology
Hartnell Community College 2003 — 2006
A.A. Behavioral Sciences
Hartnell College January 2015 - May 2015
Monterey Regional Water Pollution Control Agency June 2012 - July 2013
AdManage October 2008 - December 2010
Payroll Service Plus August 2007 - September 2008
Wells Fargo May 2007 - December 2007
Skills
PPC, Online Advertising, Display Advertising, CPL, Advertising, Business Performance..., Recruiting, Management, Human Resources, Leadership, SEM, Direct Sales, Digital Marketing, Email Marketing, Lead Generation, Affiliate Marketing, Online Marketing
Education
Hartnell College 2013 — 2015
ASN
University of California, Irvine 2006 — 2008
B.A. Sociology
Hartnell Community College 2003 — 2006
A.A. Behavioral Sciences
Russ Warren Russ Warren's Wells Fargo Experience June 2010 - August 2010
Job Sr. Buyer Commodities at Walmart
Industry Retail
Experience
Walmart August 2013 - Present
Walmart September 2011 - August 2013
Wells Fargo June 2010 - August 2010
Ford Motor Company September 2007 - July 2009
Ford Motor Company March 2006 - September 2007
Ford Motor Company June 2004 - March 2006
Skills
Valuation, Venture Capital, Strategy, Mergers, Private Equity, Finance, Banking, Business Strategy, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Investment Banking, Investments
Education
Harvard Business School 2009 — 2011
MBA, Finance, Strategy, General Management
University of Pittsburgh 1999 — 2003
BSBA, Finance
Walmart August 2013 - Present
Walmart September 2011 - August 2013
Wells Fargo June 2010 - August 2010
Ford Motor Company September 2007 - July 2009
Ford Motor Company March 2006 - September 2007
Ford Motor Company June 2004 - March 2006
Skills
Valuation, Venture Capital, Strategy, Mergers, Private Equity, Finance, Banking, Business Strategy, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Investment Banking, Investments
Education
Harvard Business School 2009 — 2011
MBA, Finance, Strategy, General Management
University of Pittsburgh 1999 — 2003
BSBA, Finance
Jon Suttles Jon Suttles's Wells Fargo Experience 2006 - 2008
Job Educator
Industry Education Management
Experience
Ezell-Harding Christian School 2011 - Present
Freed-Hardeman University 2008 - 2011
Wells Fargo 2006 - 2008
Various High Schools 2003 - 2006
Skills
Research, Higher Education, Data Analysis, Analysis, Strategic Planning, Microsoft Excel, Statistics, Curriculum Design, Curriculum Development
Education
Lipscomb University 2002 — 2003
M.Ed., Instructional Leadership
Harding University 1998 — 2001
B.A., Mathematics
Ezell-Harding Christian School 2011 - Present
Freed-Hardeman University 2008 - 2011
Wells Fargo 2006 - 2008
Various High Schools 2003 - 2006
Skills
Research, Higher Education, Data Analysis, Analysis, Strategic Planning, Microsoft Excel, Statistics, Curriculum Design, Curriculum Development
Education
Lipscomb University 2002 — 2003
M.Ed., Instructional Leadership
Harding University 1998 — 2001
B.A., Mathematics
Karyn Demzik Karyn Demzik's Wells Fargo Experience February 2011 - May 2011
Job Tech Project Coordinator at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank June 2015 - Present
The Disney Store August 1995 - Present
American Express September 2013 - June 2015
Randstad Staffing Services February 2013 - September 2013
Aon Integramark May 2011 - February 2013
Wells Fargo February 2011 - May 2011
Honda MPE Financial Services (American Honda Finance) June 2009 - February 2011
Jigsaw Meeting, LLC April 2009 - April 2010
Toyota Motor Manufacturing Texas May 2006 - April 2009
W.G. Yates & Sons Construction January 2003 - May 2006
Skills
Training, Management, Program Management, Data Analysis, Analysis, Software Documentation, Outlook, Budgets, Visio, PeopleSoft, Customer Service, PowerPoint, Process Improvement, Microsoft Office, Microsoft Excel, Human Resources, Microsoft Word, Leadership, Team Building, Team Leadership, Project Management, Sales, Problem Solving, Marketing, Time Management, Event Management, Access, SharePoint, Continuous Improvement, Project Planning, Troubleshooting, Teamwork
Education
Harding University 1973 — 1976
BA, Mathematics, English, 3.86
Harding University
Bachelor of Arts - Mathematics, Mathematics
Wells Fargo Bank June 2015 - Present
The Disney Store August 1995 - Present
American Express September 2013 - June 2015
Randstad Staffing Services February 2013 - September 2013
Aon Integramark May 2011 - February 2013
Wells Fargo February 2011 - May 2011
Honda MPE Financial Services (American Honda Finance) June 2009 - February 2011
Jigsaw Meeting, LLC April 2009 - April 2010
Toyota Motor Manufacturing Texas May 2006 - April 2009
W.G. Yates & Sons Construction January 2003 - May 2006
Skills
Training, Management, Program Management, Data Analysis, Analysis, Software Documentation, Outlook, Budgets, Visio, PeopleSoft, Customer Service, PowerPoint, Process Improvement, Microsoft Office, Microsoft Excel, Human Resources, Microsoft Word, Leadership, Team Building, Team Leadership, Project Management, Sales, Problem Solving, Marketing, Time Management, Event Management, Access, SharePoint, Continuous Improvement, Project Planning, Troubleshooting, Teamwork
Education
Harding University 1973 — 1976
BA, Mathematics, English, 3.86
Harding University
Bachelor of Arts - Mathematics, Mathematics
Joshua David Spitz's Wells Fargo Experience December 2013 - Present
Job Managing Director, Head of Equities Index Trading at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo December 2013 - Present
BNP Paribas September 2012 - December 2013
Barclays Capital September 2008 - September 2012
Lehman Brothers August 2004 - September 2008
Skills
Fixed Income, Equity Derivatives, Capital Markets, Derivatives, Equities, Credit Derivatives, Hedge Funds, Interest Rate..., Structured Products, Trading
Education
Harvard Business School 2002 — 2004
MBA
University of California, Berkeley 1990 — 1994
B.A., Economics & Mathematics
Wells Fargo December 2013 - Present
BNP Paribas September 2012 - December 2013
Barclays Capital September 2008 - September 2012
Lehman Brothers August 2004 - September 2008
Skills
Fixed Income, Equity Derivatives, Capital Markets, Derivatives, Equities, Credit Derivatives, Hedge Funds, Interest Rate..., Structured Products, Trading
Education
Harvard Business School 2002 — 2004
MBA
University of California, Berkeley 1990 — 1994
B.A., Economics & Mathematics
Amy Guggenheim Shenkan's Wells Fargo Experience 1995 - 1997
Job
Industry Internet
Experience
e.l.f. Cosmetics October 2014 - Present
vRide and RIDE October 2012 - Present
French American International School- San Francisco August 2012 - Present
Common Sense Media February 2011 - Present
McKinsey & Company 2005 - 2011
AGS Advisors 2001 - 2004
Travelocity January 1997 - January 2000
Wells Fargo 1995 - 1997
McKinsey & Company 1992 - 1994
GE 1987 - 1990
Education
Harvard Business School 1990 — 1992
MBA
University of Michigan 1983 — 1987
BA
e.l.f. Cosmetics October 2014 - Present
vRide and RIDE October 2012 - Present
French American International School- San Francisco August 2012 - Present
Common Sense Media February 2011 - Present
McKinsey & Company 2005 - 2011
AGS Advisors 2001 - 2004
Travelocity January 1997 - January 2000
Wells Fargo 1995 - 1997
McKinsey & Company 1992 - 1994
GE 1987 - 1990
Education
Harvard Business School 1990 — 1992
MBA
University of Michigan 1983 — 1987
BA
Jinee Kim Ellis's Wells Fargo Experience 2012 - Present
Job SVP, Mobile
Industry Internet
Thierno Barry's Wells Fargo Experience August 2005 - February 2006
Job Senior Director at Daymon Worldwide
Industry Retail
Experience
Omni Global Sourcing Solutions, a Daymon Worldwide Company January 2015 - Present
Daymon Worldwide October 2012 - December 2014
Daymon Worldwide / Meijer August 2011 - September 2012
Daymon Worldwide March 2011 - August 2011
Daymon Worldwide January 2008 - February 2011
Daymon Worldwide / Save Mart Supermarkets February 2006 - January 2008
Wells Fargo August 2005 - February 2006
Skills
Product Development, Strategy, Merchandising, E-commerce, FMCG, Business Strategy, New Business Development, Retail, Categorization, Management, Strategic Planning, Consumer Behaviour, Global Sourcing, Leadership, International Marketing, Business Process..., Operational Excellence, Consumer Products, Private Label, Business Development, Sourcing, Pricing, Market Planning, P&L Management
Education
Harvard Business School Executive Education
Agribusiness Program
St. Cloud State University
MBA, Business
St. Cloud State University - Herberger Business School
BS, Finance
Omni Global Sourcing Solutions, a Daymon Worldwide Company January 2015 - Present
Daymon Worldwide October 2012 - December 2014
Daymon Worldwide / Meijer August 2011 - September 2012
Daymon Worldwide March 2011 - August 2011
Daymon Worldwide January 2008 - February 2011
Daymon Worldwide / Save Mart Supermarkets February 2006 - January 2008
Wells Fargo August 2005 - February 2006
Skills
Product Development, Strategy, Merchandising, E-commerce, FMCG, Business Strategy, New Business Development, Retail, Categorization, Management, Strategic Planning, Consumer Behaviour, Global Sourcing, Leadership, International Marketing, Business Process..., Operational Excellence, Consumer Products, Private Label, Business Development, Sourcing, Pricing, Market Planning, P&L Management
Education
Harvard Business School Executive Education
Agribusiness Program
St. Cloud State University
MBA, Business
St. Cloud State University - Herberger Business School
BS, Finance
Jonathon Gunn, CFP®'s Wells Fargo Experience September 2013 - October 2014
Job Premier Banker at SunTrust
Industry Banking
Experience
SunTrust October 2014 - Present
Wells Fargo September 2013 - October 2014
Capital One March 2008 - September 2013
Chevy Chase Bank November 2003 - November 2007
Skills
Banking, Mortgage Lending, Retail Banking, Investments, Financial Analysis, Financial Services, Wealth Management, Finance, Strategic Financial..., Securities, Risk Management, Portfolio Management, Loan Origination, Mortgage Banking, Residential Mortgages, Financial Planning, Business Development
Education
Hampton University 1998 — 2002
Finance, General
SunTrust October 2014 - Present
Wells Fargo September 2013 - October 2014
Capital One March 2008 - September 2013
Chevy Chase Bank November 2003 - November 2007
Skills
Banking, Mortgage Lending, Retail Banking, Investments, Financial Analysis, Financial Services, Wealth Management, Finance, Strategic Financial..., Securities, Risk Management, Portfolio Management, Loan Origination, Mortgage Banking, Residential Mortgages, Financial Planning, Business Development
Education
Hampton University 1998 — 2002
Finance, General
Rupali Shah's Wells Fargo Experience September 2002 - September 2005
Job Systems Architect at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Consumer Lending Architecture Group April 2015 - Present
Wells Fargo Insurance Services & Channel Architecture Group May 2008 - April 2015
Wells Fargo CORE/ELF March 2007 - May 2008
Wells Fargo CORE/Gdocs September 2005 - March 2007
Wells Fargo September 2002 - September 2005
Wells Fargo December 2001 - September 2002
Skills
Java Enterprise Edition, Software Project..., SOAP, Architecture, UML, Ant, SharePoint, ClearCase, SOA, .NET, SDLC, Integration, Oracle, XML, Databases, Enterprise Architecture
Education
Harvard Business School 2011 — 2015
MBA, Business Administration and Management, General
MIT 1991 — 1995
Bachelor, Computer Engineering
Wells Fargo Consumer Lending Architecture Group April 2015 - Present
Wells Fargo Insurance Services & Channel Architecture Group May 2008 - April 2015
Wells Fargo CORE/ELF March 2007 - May 2008
Wells Fargo CORE/Gdocs September 2005 - March 2007
Wells Fargo September 2002 - September 2005
Wells Fargo December 2001 - September 2002
Skills
Java Enterprise Edition, Software Project..., SOAP, Architecture, UML, Ant, SharePoint, ClearCase, SOA, .NET, SDLC, Integration, Oracle, XML, Databases, Enterprise Architecture
Education
Harvard Business School 2011 — 2015
MBA, Business Administration and Management, General
MIT 1991 — 1995
Bachelor, Computer Engineering
Tom Toppel's Wells Fargo Experience May 2010 - October 2010
Job Associate Director, digital app development at Starwood Hotels & Resorts Worldwide, Inc.
Industry Financial Services
Experience
Starwood Hotels & Resorts Worldwide, Inc. August 2011 - Present
InterContinental Hotels Group October 2010 - August 2011
Wells Fargo May 2010 - October 2010
Quilmach September 2009 - May 2010
InterContinental Hotels Group March 2009 - September 2009
Starwood Hotels & Resorts January 2001 - February 2009
Sabre 1997 - 2001
Galileo International 1990 - 1997
United Airlines 1987 - 1989
Honeywell June 1979 - January 1987
Skills
Agile Methodologies, Software Development, SOA, Web Services, E-commerce, SDLC, XML, Java Enterprise Edition, Mobile Applications, Vendor Management, Business Intelligence, Architecture, JavaScript, Java, Enterprise Architecture, Software Project..., Enterprise Software, Web Applications, Agile Project Management, IT Management, SaaS, AngularJS
Education
Harper College 1982 — 1986
Electronics Engineering
Starwood Hotels & Resorts Worldwide, Inc. August 2011 - Present
InterContinental Hotels Group October 2010 - August 2011
Wells Fargo May 2010 - October 2010
Quilmach September 2009 - May 2010
InterContinental Hotels Group March 2009 - September 2009
Starwood Hotels & Resorts January 2001 - February 2009
Sabre 1997 - 2001
Galileo International 1990 - 1997
United Airlines 1987 - 1989
Honeywell June 1979 - January 1987
Skills
Agile Methodologies, Software Development, SOA, Web Services, E-commerce, SDLC, XML, Java Enterprise Edition, Mobile Applications, Vendor Management, Business Intelligence, Architecture, JavaScript, Java, Enterprise Architecture, Software Project..., Enterprise Software, Web Applications, Agile Project Management, IT Management, SaaS, AngularJS
Education
Harper College 1982 — 1986
Electronics Engineering
Kendall Brown's Wells Fargo Experience 2005 - 2008
Job Specialist
Industry Human Resources
Experience
Montgomery County August 2013 - Present
Fairfax County Public Schools January 2011 - August 2013
University of Phoenix September 2008 - December 2010
Wells Fargo 2005 - 2008
United Healthcare November 2002 - December 2004
Skills
Marketing, Leadership, Real Estate Transactions, Strategic Planning, Real Estate, Public Speaking, Employee Benefits, Human Resources, Training, Customer Service, Management, Coaching, Team Building, Payroll, Interviews, Access, Leadership Development, Policy
Education
Hampton University 1993 — 1998
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
John Marshall High school 1990 — 1993
Hampton University
Montgomery County August 2013 - Present
Fairfax County Public Schools January 2011 - August 2013
University of Phoenix September 2008 - December 2010
Wells Fargo 2005 - 2008
United Healthcare November 2002 - December 2004
Skills
Marketing, Leadership, Real Estate Transactions, Strategic Planning, Real Estate, Public Speaking, Employee Benefits, Human Resources, Training, Customer Service, Management, Coaching, Team Building, Payroll, Interviews, Access, Leadership Development, Policy
Education
Hampton University 1993 — 1998
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
John Marshall High school 1990 — 1993
Hampton University
Karen Barchenger's Wells Fargo Experience March 2014 - Present
Job Consultant Project Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2014 - Present
Discover Financial Services April 2013 - March 2014
PNC Mortgage June 2012 - March 2013
JPMorgan Chase April 2012 - May 2012
Wells Fargo August 2009 - April 2012
Bank of America February 2008 - February 2009
Alliance Bancorp November 2006 - July 2007
Washington Mutual Mortgage Securities Corp. June 2003 - November 2006
Washington Mutual (fka PNC Mortgage) January 1993 - June 2003
Sears Mortgage Corporation (Fka Allstate Enterprises Mortgage Corporation) June 1979 - December 1993
Skills
Mortgage Banking, Business Analysis, Project Management, Banking, Financial Services, Finance, Strategic Planning, New Business Development, Portfolio Management, Capital Markets, Process Improvement, Commercial Banking, Change Management, Mergers, Sales, Due Diligence, Business Process..., Loan Servicing, Management, Mergers & Acquisitions, Analysis, Financial Analysis, Leadership, Risk Management
Education
Harper College
Wells Fargo March 2014 - Present
Discover Financial Services April 2013 - March 2014
PNC Mortgage June 2012 - March 2013
JPMorgan Chase April 2012 - May 2012
Wells Fargo August 2009 - April 2012
Bank of America February 2008 - February 2009
Alliance Bancorp November 2006 - July 2007
Washington Mutual Mortgage Securities Corp. June 2003 - November 2006
Washington Mutual (fka PNC Mortgage) January 1993 - June 2003
Sears Mortgage Corporation (Fka Allstate Enterprises Mortgage Corporation) June 1979 - December 1993
Skills
Mortgage Banking, Business Analysis, Project Management, Banking, Financial Services, Finance, Strategic Planning, New Business Development, Portfolio Management, Capital Markets, Process Improvement, Commercial Banking, Change Management, Mergers, Sales, Due Diligence, Business Process..., Loan Servicing, Management, Mergers & Acquisitions, Analysis, Financial Analysis, Leadership, Risk Management
Education
Harper College
Terri Welborn's Wells Fargo Experience December 2013 - Present
Job Experienced Sr. Web Analyst/Web Analytics
Industry Internet
Experience
Wells Fargo December 2013 - Present
Modis June 2013 - December 2013
Discover Financial Services November 2010 - November 2011
Experian Automotive June 2008 - November 2010
McDonald's Corporation May 2006 - June 2008
McDonald's Corporation February 2001 - May 2006
WeeBit Designs March 1997 - April 2006
GoPrinter.com July 1999 - December 2000
IBM 1996 - 1999
Skills
WebTrends Analytics, Web Analytics, Analytics, Google Analytics, Excel, Web Design, Business Analysis, Web Development, Web Content Management, Omniture, Online Marketing, Business Intelligence, SEO, Management, E-business, User Experience, Web Project Management, CMS, Software Documentation, Photoshop, InDesign, Microsoft Office, Content Management, Website Development, Testing, HTML, Customer Insight, PowerPoint, Illustrator, Data Visualization, Word, Requirements Analysis, Web Applications, Consumer Insights, Outlook, Dreamweaver, Adobe Acrobat, Windows, CSS, Day Communiqué, Multivariate Testing, A/B testing, Data Analysis, Usability Testing, web analyst
Education
Sandhills Community College 2013 — 2017
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Hamburger University 2003 — 2007
Harper College 1994 — 1996
Basic Studies
University of Alaska Fairbanks 1984 — 1985
Hoke High School 1979 — 1984
Wells Fargo December 2013 - Present
Modis June 2013 - December 2013
Discover Financial Services November 2010 - November 2011
Experian Automotive June 2008 - November 2010
McDonald's Corporation May 2006 - June 2008
McDonald's Corporation February 2001 - May 2006
WeeBit Designs March 1997 - April 2006
GoPrinter.com July 1999 - December 2000
IBM 1996 - 1999
Skills
WebTrends Analytics, Web Analytics, Analytics, Google Analytics, Excel, Web Design, Business Analysis, Web Development, Web Content Management, Omniture, Online Marketing, Business Intelligence, SEO, Management, E-business, User Experience, Web Project Management, CMS, Software Documentation, Photoshop, InDesign, Microsoft Office, Content Management, Website Development, Testing, HTML, Customer Insight, PowerPoint, Illustrator, Data Visualization, Word, Requirements Analysis, Web Applications, Consumer Insights, Outlook, Dreamweaver, Adobe Acrobat, Windows, CSS, Day Communiqué, Multivariate Testing, A/B testing, Data Analysis, Usability Testing, web analyst
Education
Sandhills Community College 2013 — 2017
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Hamburger University 2003 — 2007
Harper College 1994 — 1996
Basic Studies
University of Alaska Fairbanks 1984 — 1985
Hoke High School 1979 — 1984
Walter Pattillo's Wells Fargo Experience June 2011 - January 2012
Job SQL Server BI Consultant
Industry Information Technology and Services
Experience
Ohio Tuition Trust Authority April 2012 - October 2013
Interactive Advantage March 2012 - April 2012
Wells Fargo June 2011 - January 2012
Pepsi December 2010 - February 2011
Johnson C. Smith University November 2009 - September 2010
CARQUEST February 2008 - December 2008
Federal Home Loan Bank of Seattle September 2005 - May 2006
Microsoft February 2005 - September 2005
Boeing August 1997 - July 2002
Exxon Research and Development Labs 1991 - 1993
Skills
SSIS, SQL Server, SQL, T-SQL, Databases, Business Intelligence, SSRS, Microsoft SQL Server, Programming, Data Migration, Software Documentation, Data Warehousing, .NET, Testing, Web Applications, DTS
Education
Howard University 1980 — 1984
Bachelor of Business Administration, Management Information Systems
Hampton University 1978 — 1979
Accounting
Hillside High 1975 — 1978
Ohio Tuition Trust Authority April 2012 - October 2013
Interactive Advantage March 2012 - April 2012
Wells Fargo June 2011 - January 2012
Pepsi December 2010 - February 2011
Johnson C. Smith University November 2009 - September 2010
CARQUEST February 2008 - December 2008
Federal Home Loan Bank of Seattle September 2005 - May 2006
Microsoft February 2005 - September 2005
Boeing August 1997 - July 2002
Exxon Research and Development Labs 1991 - 1993
Skills
SSIS, SQL Server, SQL, T-SQL, Databases, Business Intelligence, SSRS, Microsoft SQL Server, Programming, Data Migration, Software Documentation, Data Warehousing, .NET, Testing, Web Applications, DTS
Education
Howard University 1980 — 1984
Bachelor of Business Administration, Management Information Systems
Hampton University 1978 — 1979
Accounting
Hillside High 1975 — 1978
David Norelius's Wells Fargo Experience October 2002 - August 2004
Job Chief Operating Officer at Permanente Dental Associates
Industry Hospital & Health Care
Experience
Permanente Dental Associates, P.C. April 2013 - Present
Kaiser Permanente / Permanente Dental Associates (PDA) May 2008 - April 2013
Northwest Airlines May 2006 - November 2007
Northwest Airlines June 2005 - August 2005
Wells Fargo October 2002 - August 2004
Wells Fargo March 2002 - October 2002
Wells Fargo June 2001 - March 2002
Morgan Stanley Investment Management May 2000 - March 2001
Nordstrom May 1997 - August 1999
Skills
Financial Analysis, Risk Management, Business Development, Contract Management, Performance Management, Strategic Sourcing, Research, Loyalty Marketing, Facilities Management, Business Strategy, Forecasting, Financial Modeling, Process Improvement, Pricing, Vendor Management
Education
University of Minnesota - Carlson School of Management 2004 — 2006
M.B.A., Finance, Strategy, Health Care
Whitman College 1997 — 2001
B.A., History, Politics
Battle Ground High School 1995 — 1997
College Prep
Perrysburg High School 1993 — 1995
Harvard Business School Executive Education 2015 — 2015
Kaiser Permanente Executive Leadership Program
Permanente Dental Associates, P.C. April 2013 - Present
Kaiser Permanente / Permanente Dental Associates (PDA) May 2008 - April 2013
Northwest Airlines May 2006 - November 2007
Northwest Airlines June 2005 - August 2005
Wells Fargo October 2002 - August 2004
Wells Fargo March 2002 - October 2002
Wells Fargo June 2001 - March 2002
Morgan Stanley Investment Management May 2000 - March 2001
Nordstrom May 1997 - August 1999
Skills
Financial Analysis, Risk Management, Business Development, Contract Management, Performance Management, Strategic Sourcing, Research, Loyalty Marketing, Facilities Management, Business Strategy, Forecasting, Financial Modeling, Process Improvement, Pricing, Vendor Management
Education
University of Minnesota - Carlson School of Management 2004 — 2006
M.B.A., Finance, Strategy, Health Care
Whitman College 1997 — 2001
B.A., History, Politics
Battle Ground High School 1995 — 1997
College Prep
Perrysburg High School 1993 — 1995
Harvard Business School Executive Education 2015 — 2015
Kaiser Permanente Executive Leadership Program
Beth Jack's Wells Fargo Experience April 2011 - Present
Job Retirement Strategy Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2011 - Present
Bank of America April 2010 - April 2011
Bain & Company September 2006 - November 2009
The Home Depot August 2002 - February 2004
Bain & Company September 2000 - August 2002
Education
Harvard Business School 2004 — 2006
MBA
Harvard University 1996 — 2000
BA, Economics
Wells Fargo April 2011 - Present
Bank of America April 2010 - April 2011
Bain & Company September 2006 - November 2009
The Home Depot August 2002 - February 2004
Bain & Company September 2000 - August 2002
Education
Harvard Business School 2004 — 2006
MBA
Harvard University 1996 — 2000
BA, Economics
Carolyn Coleman's Wells Fargo Experience November 2014 - Present
Job Network Provisioner at Goodman Networks
Industry Telecommunications
Experience
Wells Fargo November 2014 - Present
Collabera - AT&T March 2014 - January 2015
American Tower September 2013 - April 2014
Ericcson Inc -Sprint February 2013 - April 2013
Artech Information Systems - AT&T November 2012 - February 2013
Goodman Networks January 2010 - July 2011
Verizon October 2009 - January 2010
KMC TELECOM 2003 - 2005
Skills
Telecommunications, Wireless, T1, Networking, VoIP, Provisioning, DS3, Management, CDMA, Ethernet, LTE, IP, Network Design, Vendor Management, GSM, UMTS
Education
Devry 2006 — 2007
Harper College
Associate's degree, Business Administration and Management, General
Wells Fargo November 2014 - Present
Collabera - AT&T March 2014 - January 2015
American Tower September 2013 - April 2014
Ericcson Inc -Sprint February 2013 - April 2013
Artech Information Systems - AT&T November 2012 - February 2013
Goodman Networks January 2010 - July 2011
Verizon October 2009 - January 2010
KMC TELECOM 2003 - 2005
Skills
Telecommunications, Wireless, T1, Networking, VoIP, Provisioning, DS3, Management, CDMA, Ethernet, LTE, IP, Network Design, Vendor Management, GSM, UMTS
Education
Devry 2006 — 2007
Harper College
Associate's degree, Business Administration and Management, General
Aarthi Shankar's Wells Fargo Experience September 2014 - Present
Job Business System Consultant at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo September 2014 - Present
Meridian Technologies May 2014 - September 2014
ettain group November 2012 - December 2013
Trinuc LLC February 2007 - October 2012
Skills
Business Intelligence, Business Analysis, Business Objects, ETL, Microsoft Excel, Microsoft SQL Server, SQL Server Management..., BO Web Intelligence, MicroStrategy Reporting, Fuzzy Logic, Visio, PowerPoint, Vendor Management, Hoovers, BO Universe Design, Crystal Reports, Technical Writing, Technical Documentation, Software Documentation
Education
Harper College 2008 — 2008
Summer courses, Financial Accounting and Microeconomics
Symbiosis institute of Management Studies 2005 — 2006
Post Graduate Diploma in Business Administration, Human Resources Management and Services
Wells Fargo September 2014 - Present
Meridian Technologies May 2014 - September 2014
ettain group November 2012 - December 2013
Trinuc LLC February 2007 - October 2012
Skills
Business Intelligence, Business Analysis, Business Objects, ETL, Microsoft Excel, Microsoft SQL Server, SQL Server Management..., BO Web Intelligence, MicroStrategy Reporting, Fuzzy Logic, Visio, PowerPoint, Vendor Management, Hoovers, BO Universe Design, Crystal Reports, Technical Writing, Technical Documentation, Software Documentation
Education
Harper College 2008 — 2008
Summer courses, Financial Accounting and Microeconomics
Symbiosis institute of Management Studies 2005 — 2006
Post Graduate Diploma in Business Administration, Human Resources Management and Services
Ken McCorkle's Wells Fargo Experience November 1985 - Present
Job Executive Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo November 1985 - Present
Early California Foods February 1996 - September 1997
Sierra Wine Coroporation August 1979 - October 1985
Education
Harvard Business School 1973 — 1976
MBA, Agribusiness, Finance
University of California, Davis 1971 — 1973
MS, Food Science
University of California, Davis 1967 — 1971
BS, Food Science
Wells Fargo November 1985 - Present
Early California Foods February 1996 - September 1997
Sierra Wine Coroporation August 1979 - October 1985
Education
Harvard Business School 1973 — 1976
MBA, Agribusiness, Finance
University of California, Davis 1971 — 1973
MS, Food Science
University of California, Davis 1967 — 1971
BS, Food Science
Jeff Gomoll's Wells Fargo Experience February 2008 - Present
Job Sales Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo February 2008 - Present
Countrywide Home Loans March 2003 - February 2008
Mid-America Bank June 1994 - February 2003
Bank of Northern Illinois May 1992 - June 1994
Northern Federal Savings August 1988 - 1992
Education
Harper College
none, Finance
Wells Fargo February 2008 - Present
Countrywide Home Loans March 2003 - February 2008
Mid-America Bank June 1994 - February 2003
Bank of Northern Illinois May 1992 - June 1994
Northern Federal Savings August 1988 - 1992
Education
Harper College
none, Finance
Gail Morales's Wells Fargo Experience 2014 - Present
Job SVP Enterprise Organizational Effectiveness Exec.
Industry Banking
Experience
Wells Fargo 2014 - Present
SunTrust Bank July 2012 - 2014
Bank of America February 2010 - July 2012
SVP: Technology Executive Enterprise Services February 2009 - March 2010
Bank of America 2005 - 2010
Crimson Consulting 1998 - 2005
Bank of America 1996 - 1998
Bank of America 1994 - 1996
Bank of America 1989 - 1994
American Medical International 1985 - 1987
Skills
Change Management, PMO, Mergers, Strategic Planning, Start-ups, Management Consulting, Business Strategy, Negotiation, Venture Capital, Marketing Strategy, New Business Development, Business Development, Project Management, Product Management, Business Planning, Competitive Analysis, Marketing, Team Building, Product Development, Market Research, Large Scale Change..., Mergers & Acquisitions, Leadership, Strategy, Operations Management, Program Management, Management, Process Improvement, Finance, Business Transformation, Portfolio Management, Executive Management, Investments, Business Process..., Cross-functional Team..., Banking, Risk Management, Consulting, Financial Analysis, Vendor Management, Financial Risk, Business Analysis
Education
Harvard Business School 1983 — 1985
MBA, Business
University of South Carolina - The Moore School of Business 1977 — 1981
BS, Accounting with Honors
Wells Fargo 2014 - Present
SunTrust Bank July 2012 - 2014
Bank of America February 2010 - July 2012
SVP: Technology Executive Enterprise Services February 2009 - March 2010
Bank of America 2005 - 2010
Crimson Consulting 1998 - 2005
Bank of America 1996 - 1998
Bank of America 1994 - 1996
Bank of America 1989 - 1994
American Medical International 1985 - 1987
Skills
Change Management, PMO, Mergers, Strategic Planning, Start-ups, Management Consulting, Business Strategy, Negotiation, Venture Capital, Marketing Strategy, New Business Development, Business Development, Project Management, Product Management, Business Planning, Competitive Analysis, Marketing, Team Building, Product Development, Market Research, Large Scale Change..., Mergers & Acquisitions, Leadership, Strategy, Operations Management, Program Management, Management, Process Improvement, Finance, Business Transformation, Portfolio Management, Executive Management, Investments, Business Process..., Cross-functional Team..., Banking, Risk Management, Consulting, Financial Analysis, Vendor Management, Financial Risk, Business Analysis
Education
Harvard Business School 1983 — 1985
MBA, Business
University of South Carolina - The Moore School of Business 1977 — 1981
BS, Accounting with Honors
William Keith's Wells Fargo Experience February 2009 - Present
Job Executive V.P. at AugustBritt, Int'l
Industry Venture Capital & Private Equity
Experience
August-Britt, Int'l September 2011 - Present
Wells Fargo February 2009 - Present
Real Assets, LLC November 2005 - June 2008
Skills
Training, Banking, Business Analysis, Forecasting, Coaching, Financial Risk, Workshop Facilitation, Project Management, Strategic Planning, Project Planning, Analytics, Budgets, Operations Management, Relationship Management, Team Building, Strategy, Risk Management, Time Management, Change Management, Business Process..., Business Planning, Performance Management
Education
Hampton University 1990 — 1994
BS, Finance
University of Virginia Darden School of Business
Master of Business Administration (M.B.A.), Business/Managerial Economics
August-Britt, Int'l September 2011 - Present
Wells Fargo February 2009 - Present
Real Assets, LLC November 2005 - June 2008
Skills
Training, Banking, Business Analysis, Forecasting, Coaching, Financial Risk, Workshop Facilitation, Project Management, Strategic Planning, Project Planning, Analytics, Budgets, Operations Management, Relationship Management, Team Building, Strategy, Risk Management, Time Management, Change Management, Business Process..., Business Planning, Performance Management
Education
Hampton University 1990 — 1994
BS, Finance
University of Virginia Darden School of Business
Master of Business Administration (M.B.A.), Business/Managerial Economics
Ariana Fahrney's Wells Fargo Experience 2008 - 2014
Job MBA Candidate | Harvard Business School
Industry Information Technology and Services
Experience
Google 2015 - Present
Wells Fargo 2008 - 2014
Smith Barney August 2007 - December 2007
Besen & Associates May 2007 - August 2007
Harvey Nichols May 2006 - August 2006
HASCO Oil Company May 2005 - July 2005
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Southern California - Marshall School of Business 2004 — 2008
Bachelor's Degree, Business Administration (International Relations), Magna Cum Laude, Dean's List (8 semesters)
Foothill High School 2000 — 2004
High School
Google 2015 - Present
Wells Fargo 2008 - 2014
Smith Barney August 2007 - December 2007
Besen & Associates May 2007 - August 2007
Harvey Nichols May 2006 - August 2006
HASCO Oil Company May 2005 - July 2005
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Southern California - Marshall School of Business 2004 — 2008
Bachelor's Degree, Business Administration (International Relations), Magna Cum Laude, Dean's List (8 semesters)
Foothill High School 2000 — 2004
High School
Bryon Borchers's Wells Fargo Experience December 2000 - November 2006
Job Vice President/Branch Sales Manager Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation June 2008 - Present
Hutto Area Chamber of Commerce 2009 - 2010
Comerica Bank November 2006 - June 2008
Wells Fargo December 2000 - November 2006
Skills
Past Chamber of..., Local Government..., Higher Education..., Banking, Finance, Financial Services, Commercial Banking, Lines Of Credit, Management, Credit, Leadership, Small Business Lending, Loans, Customer Service, Consumer Lending, Retail Banking, Credit Analysis, Small Business, Commercial Lending, Mortgage Lending, Loan Origination
Education
Hardin-Simmons University 1994 — 1995
biology
Round Rock 1990 — 1994
Regions Financial Corporation June 2008 - Present
Hutto Area Chamber of Commerce 2009 - 2010
Comerica Bank November 2006 - June 2008
Wells Fargo December 2000 - November 2006
Skills
Past Chamber of..., Local Government..., Higher Education..., Banking, Finance, Financial Services, Commercial Banking, Lines Of Credit, Management, Credit, Leadership, Small Business Lending, Loans, Customer Service, Consumer Lending, Retail Banking, Credit Analysis, Small Business, Commercial Lending, Mortgage Lending, Loan Origination
Education
Hardin-Simmons University 1994 — 1995
biology
Round Rock 1990 — 1994
Nancy Weekley's Wells Fargo Experience 1992 - Present
Job Project Manager at Wachovia
Industry Banking
Experience
Wells Fargo 1992 - Present
Wachovia June 1992 - June 2010
First Union National Bank 1992 - 2004
Skills
Program Management, MS Project, Agile Project Management, Problem Solving, Technology..., Social Media, PowerPoint, Strategic Planning, Business Strategy, Social, Mentoring, Planning, Project Planning, Project Portfolio..., Risk Management, Business Analysis, Process Improvement, Leadership, Mergers & Acquisitions, Financial Services, Visio, Coaching, Integration, SDLC
Education
Queens University of Charlotte 1997 — 2001
Art, Business
Harford Community College 1983 — 1987
AA, Computer Operator, Computer Programer Certificates
University of Tampa 1980 — 1982
AA, Fine Arts, Business Management
Wells Fargo 1992 - Present
Wachovia June 1992 - June 2010
First Union National Bank 1992 - 2004
Skills
Program Management, MS Project, Agile Project Management, Problem Solving, Technology..., Social Media, PowerPoint, Strategic Planning, Business Strategy, Social, Mentoring, Planning, Project Planning, Project Portfolio..., Risk Management, Business Analysis, Process Improvement, Leadership, Mergers & Acquisitions, Financial Services, Visio, Coaching, Integration, SDLC
Education
Queens University of Charlotte 1997 — 2001
Art, Business
Harford Community College 1983 — 1987
AA, Computer Operator, Computer Programer Certificates
University of Tampa 1980 — 1982
AA, Fine Arts, Business Management
James McCreary's Wells Fargo Experience May 2009 - Present
Job Managing Director at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2009 - Present
Wachovia 2001 - November 2009
Wachovia 2000 - 2001
Wachovia 1999 - 2000
Wachovia 1996 - 1998
Wachovia 1993 - 1996
Wachovia 1989 - 1993
Education
Vanderbilt University - Owen Graduate School of Management 1987 — 1989
MBA, Finance
Harding University 1982 — 1986
BBA, Accounting
Wells Fargo May 2009 - Present
Wachovia 2001 - November 2009
Wachovia 2000 - 2001
Wachovia 1999 - 2000
Wachovia 1996 - 1998
Wachovia 1993 - 1996
Wachovia 1989 - 1993
Education
Vanderbilt University - Owen Graduate School of Management 1987 — 1989
MBA, Finance
Harding University 1982 — 1986
BBA, Accounting
Susan Whitmore's Wells Fargo Experience 2010 - Present
Job VP at Wells Fargo
Industry Banking
Experience
Wells Fargo 2010 - Present
Wells Fargo 2005 - 2010
JPMorgan Chase & Co. 1988 - 2005
American Medical Association 1984 - 1988
Arthur Andersen & Co. 1982 - 1984
Skills
Commercial Banking, Banking, Strategic Planning, Credit, Loans, Treasury Management, Financial Services, Commercial Lending, Relationship Management, Risk Management, Cash Management, Investments, Underwriting
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Concentrations in Organizational Behavior, Management and Strategy, and Marketing
Harris School of Public Policy at the University of Chicago
Master of Arts (M.A.)
University of Redlands
Bachelor of Arts (B.A.), Interdisciplinary Honors Program
Wells Fargo 2010 - Present
Wells Fargo 2005 - 2010
JPMorgan Chase & Co. 1988 - 2005
American Medical Association 1984 - 1988
Arthur Andersen & Co. 1982 - 1984
Skills
Commercial Banking, Banking, Strategic Planning, Credit, Loans, Treasury Management, Financial Services, Commercial Lending, Relationship Management, Risk Management, Cash Management, Investments, Underwriting
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Concentrations in Organizational Behavior, Management and Strategy, and Marketing
Harris School of Public Policy at the University of Chicago
Master of Arts (M.A.)
University of Redlands
Bachelor of Arts (B.A.), Interdisciplinary Honors Program
Leon Chisolm III's Wells Fargo Experience June 2014 - Present
Job Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2014 - Present
Wells Fargo January 2014 - May 2014
Wells Fargo November 2011 - December 2013
Wells Fargo September 2009 - November 2011
Wachovia July 2008 - August 2009
Morgan Stanley Investment Management June 2007 - August 2007
T Rowe Price June 2006 - August 2006
Skills
Strategy, Research, Process Improvement, Negotiation, Leadership Development, Leadership, Finance, Employee Training, Cross-functional Team..., Credit, Competitive Analysis, Analysis, Financial Analysis, Risk Management, Commercial Banking, Credit Analysis, Portfolio Management, Microsoft Office, Management, Banking, Investments, Financial Modeling
Education
Hampton University 2006 — 2008
MBA, Business Administration
Hampton University 2003 — 2006
B.S., Business Admin
Wells Fargo June 2014 - Present
Wells Fargo January 2014 - May 2014
Wells Fargo November 2011 - December 2013
Wells Fargo September 2009 - November 2011
Wachovia July 2008 - August 2009
Morgan Stanley Investment Management June 2007 - August 2007
T Rowe Price June 2006 - August 2006
Skills
Strategy, Research, Process Improvement, Negotiation, Leadership Development, Leadership, Finance, Employee Training, Cross-functional Team..., Credit, Competitive Analysis, Analysis, Financial Analysis, Risk Management, Commercial Banking, Credit Analysis, Portfolio Management, Microsoft Office, Management, Banking, Investments, Financial Modeling
Education
Hampton University 2006 — 2008
MBA, Business Administration
Hampton University 2003 — 2006
B.S., Business Admin
Safiya Andrews's Wells Fargo Experience July 2012 - Present
Job Lending Manager at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage February 2015 - Present
Wells Fargo July 2012 - Present
Andrews & Associates January 2003 - Present
Skills
Tax, Accounting, Financial Analysis, International Tax, Microsoft Excel, Microsoft Office, Tax Advisory, Financial Reporting, Auditing, Corporate Tax, Management Consulting, Finance
Education
Hampton University 1994 — 1998
Accounting
Wells Fargo Home Mortgage February 2015 - Present
Wells Fargo July 2012 - Present
Andrews & Associates January 2003 - Present
Skills
Tax, Accounting, Financial Analysis, International Tax, Microsoft Excel, Microsoft Office, Tax Advisory, Financial Reporting, Auditing, Corporate Tax, Management Consulting, Finance
Education
Hampton University 1994 — 1998
Accounting
Cherize McClendon, MA's Wells Fargo Experience December 2009 - April 2012
Job HR and Talent Acquisition Specialist
Industry Human Resources
Experience
Better Family Life, Inc. September 2012 - Present
Wells Fargo Home Mortgage April 2012 - September 2012
Wells Fargo December 2009 - April 2012
Staffmark June 2008 - February 2009
State of Missouri September 2004 - June 2008
Skills
Applicant Tracking..., Career Counseling, Coaching, Community Outreach, Customer Service, Employee Relations, Employee Training, Event Planning, Fundraising, Interviews, Leadership, Leadership Development, Microsoft Office, Microsoft Word, Nonprofits, Onboarding, Organizational..., Public Speaking, Recruiting, Resume Writing, Team Building, Training
Education
Webster University 2003 — 2005
M.A. Communications, Advertising and Marketing
Harris-Stowe State University 1999 — 2003
B.S. Business Administration, Marketing
Better Family Life, Inc. September 2012 - Present
Wells Fargo Home Mortgage April 2012 - September 2012
Wells Fargo December 2009 - April 2012
Staffmark June 2008 - February 2009
State of Missouri September 2004 - June 2008
Skills
Applicant Tracking..., Career Counseling, Coaching, Community Outreach, Customer Service, Employee Relations, Employee Training, Event Planning, Fundraising, Interviews, Leadership, Leadership Development, Microsoft Office, Microsoft Word, Nonprofits, Onboarding, Organizational..., Public Speaking, Recruiting, Resume Writing, Team Building, Training
Education
Webster University 2003 — 2005
M.A. Communications, Advertising and Marketing
Harris-Stowe State University 1999 — 2003
B.S. Business Administration, Marketing
Charron Millspaugh's Wells Fargo Experience December 2006 - November 2010
Job Store Manager and Furniture Counselor at Millspaugh Furniture
Industry Retail
Experience
Millspaugh Furniture November 2010 - Present
Wells Fargo December 2006 - November 2010
Skills
Financial Analysis, Customer Service, PowerPoint, Forecasting, Microsoft Excel, Budgets
Education
Hartwick College 2001 — 2005
Management, Finance
Hartwick College 2001 — 2005
bachelors, business management
pine bush
Millspaugh Furniture November 2010 - Present
Wells Fargo December 2006 - November 2010
Skills
Financial Analysis, Customer Service, PowerPoint, Forecasting, Microsoft Excel, Budgets
Education
Hartwick College 2001 — 2005
Management, Finance
Hartwick College 2001 — 2005
bachelors, business management
pine bush
Pamela Sheppard-Carter's Wells Fargo Experience August 1995 - August 2008
Job Owner at Unique Home Staging and Redesign, LLC
Industry Design
Experience
Unique Home Staging and Redesign, LLC September 2015 - Present
Soma February 2013 - September 2015
Ravens Extreme All Stars April 2008 - April 2010
Wells Fargo August 1995 - August 2008
Wachovia August 1991 - August 2008
Skills
Customer Service, Sales, Sales Management, Merchandising, Team Building, Coaching, Inventory Management, Store Management, Visual Merchandising, Microsoft Office, Loss Prevention, Microsoft Excel, Inventory Control, Microsoft Word, Project Management, Strategic Planning, PowerPoint, Team Leadership
Education
Hampton University 1968 — 1973
B.S., Sociology
Hampton University
Unique Home Staging and Redesign, LLC September 2015 - Present
Soma February 2013 - September 2015
Ravens Extreme All Stars April 2008 - April 2010
Wells Fargo August 1995 - August 2008
Wachovia August 1991 - August 2008
Skills
Customer Service, Sales, Sales Management, Merchandising, Team Building, Coaching, Inventory Management, Store Management, Visual Merchandising, Microsoft Office, Loss Prevention, Microsoft Excel, Inventory Control, Microsoft Word, Project Management, Strategic Planning, PowerPoint, Team Leadership
Education
Hampton University 1968 — 1973
B.S., Sociology
Hampton University
Kelly Stirsman's Wells Fargo Experience January 2007 - December 2008
Job Leading Successful Sales Teams for 16 Years.
Industry Computer Hardware
Experience
Hewlett Packard October 2009 - Present
Wells Fargo January 2007 - December 2008
Gap Inc./Old Navy January 1998 - August 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Leadership, Team Leadership, Sales, Account Management, Sales Process, Salesforce.com, Cloud Computing, Management, Sales Management, Channel Partners, Solution Selling, Direct Sales, Sales Operations
Education
Hanover College 1990 — 1994
Bachelor of Arts (BA), Psychology
Hewlett Packard October 2009 - Present
Wells Fargo January 2007 - December 2008
Gap Inc./Old Navy January 1998 - August 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Leadership, Team Leadership, Sales, Account Management, Sales Process, Salesforce.com, Cloud Computing, Management, Sales Management, Channel Partners, Solution Selling, Direct Sales, Sales Operations
Education
Hanover College 1990 — 1994
Bachelor of Arts (BA), Psychology
Lilla Colpini's Wells Fargo Experience July 2013 - Present
Job Strategy Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2013 - Present
The Boston Consulting Group August 2012 - July 2013
The Boston Consulting Group June 2011 - August 2011
First Citizens Bank December 2008 - July 2010
Wachovia, A Wells Fargo Company June 2008 - December 2008
Skills
Management Consulting, Business Strategy, Data Analysis, Strategy, Business Development, Project Management, Risk Management, Portfolio Management, Strategic Planning, Finance, Analysis
Education
Harvard Business School 2010 — 2012
MBA
Washington and Lee University 2004 — 2008
B.S., Mathematics and Physics
Wells Fargo July 2013 - Present
The Boston Consulting Group August 2012 - July 2013
The Boston Consulting Group June 2011 - August 2011
First Citizens Bank December 2008 - July 2010
Wachovia, A Wells Fargo Company June 2008 - December 2008
Skills
Management Consulting, Business Strategy, Data Analysis, Strategy, Business Development, Project Management, Risk Management, Portfolio Management, Strategic Planning, Finance, Analysis
Education
Harvard Business School 2010 — 2012
MBA
Washington and Lee University 2004 — 2008
B.S., Mathematics and Physics
Lakisha Flucker's Wells Fargo Experience October 2010 - Present
Job Insurance Professional
Industry Insurance
Experience
Wells Fargo October 2010 - Present
Hedrick Gardner Kincheloe & Garofalo 2000 - Present
State Farm 1999 - Present
Education
Hampton University 1994 — 1999
BA, Mass Communications
Strayer University
MBA, Concentration in Marketing
Wells Fargo October 2010 - Present
Hedrick Gardner Kincheloe & Garofalo 2000 - Present
State Farm 1999 - Present
Education
Hampton University 1994 — 1999
BA, Mass Communications
Strayer University
MBA, Concentration in Marketing
MAHENDRANATH PEDDU's Wells Fargo Experience October 2011 - March 2013
Job Middleware Administrator at Commonwealth Of Massachussetts
Industry Information Technology and Services
Experience
Commonwealth Of Massachussetts June 2014 - Present
Jos-A-Bank April 2013 - May 2014
Wells Fargo October 2011 - March 2013
Skills
Websphere, Oracle, Java Enterprise Edition, Middleware, Linux, SDLC, C, XML
Education
Harrisburg University of Science and Technology 2014 — 2015
Master of Business Administration (M.B.A.)
Commonwealth Of Massachussetts June 2014 - Present
Jos-A-Bank April 2013 - May 2014
Wells Fargo October 2011 - March 2013
Skills
Websphere, Oracle, Java Enterprise Edition, Middleware, Linux, SDLC, C, XML
Education
Harrisburg University of Science and Technology 2014 — 2015
Master of Business Administration (M.B.A.)
K. Matt Baur's Wells Fargo Experience June 2010 - April 2011
Job Analyst Investor Reporting and Reconciliation at OneWest Bank
Industry Financial Services
Experience
OneWest Bank August 2015 - Present
OneWest Bank January 2013 - July 2015
OneWest Bank April 2011 - December 2012
Wells Fargo June 2010 - April 2011
Skills
Mortgage Lending, Loans, Financial Analysis, Strategic Financial..., Accounting, Mortgage Banking, Customer Service, Credit, Leadership, Credit Analysis, Strategic Planning, Residential Mortgages
Education
Harding University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
OneWest Bank August 2015 - Present
OneWest Bank January 2013 - July 2015
OneWest Bank April 2011 - December 2012
Wells Fargo June 2010 - April 2011
Skills
Mortgage Lending, Loans, Financial Analysis, Strategic Financial..., Accounting, Mortgage Banking, Customer Service, Credit, Leadership, Credit Analysis, Strategic Planning, Residential Mortgages
Education
Harding University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Dustin Gardner's Wells Fargo Experience June 2009 - September 2010
Job Branch Manager at Huntington National Bank
Industry Banking
Experience
Huntington National Bank March 2012 - Present
Huntington National Bank November 2010 - March 2012
Wells Fargo June 2009 - September 2010
Education
Indiana Wesleyan University's Adult Program 2014 — 2016
Master of Business Administration (MBA)
Hanover College 2005 — 2009
Bachelor of Arts (B.A.), Communication and Media Studies
Huntington National Bank March 2012 - Present
Huntington National Bank November 2010 - March 2012
Wells Fargo June 2009 - September 2010
Education
Indiana Wesleyan University's Adult Program 2014 — 2016
Master of Business Administration (MBA)
Hanover College 2005 — 2009
Bachelor of Arts (B.A.), Communication and Media Studies
Jonathan Ingram's Wells Fargo Experience November 2013 - Present
Job Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo November 2013 - Present
Goldman Sachs June 2013 - August 2013
Bank of America October 2003 - August 2012
Skills
Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Investment Banking, Finance, Bloomberg, Capital Markets, Private Equity, Due Diligence, Equities, Investments, Strategic Financial...
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
University of North Carolina at Charlotte 2003 — 2006
Bachelor of Science (B.S.) Business Administration, Finance, cum laude
Wells Fargo November 2013 - Present
Goldman Sachs June 2013 - August 2013
Bank of America October 2003 - August 2012
Skills
Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Investment Banking, Finance, Bloomberg, Capital Markets, Private Equity, Due Diligence, Equities, Investments, Strategic Financial...
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
University of North Carolina at Charlotte 2003 — 2006
Bachelor of Science (B.S.) Business Administration, Finance, cum laude
Kelsey Daly's Wells Fargo Experience September 2013 - Present
Job Bank Teller at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2013 - Present
Sierra School June 2013 - August 2013
Hanover College May 2011 - May 2013
Hanover College September 2010 - May 2013
Hanover College August 2012 - December 2012
Sheridan School Mountain Campus June 2012 - August 2012
Hanover College May 2011 - December 2011
Sheridan School Mountain Campus Shenandoah Summer Camp June 2011 - August 2011
Hanover College August 2010 - December 2010
Sheridan Mountain Campus June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Social Media, Research, English, Time Management, Event Planning, Public Speaking, Teaching, Budgets, Leadership
Education
Hanover College 2009 — 2013
Bachelor of Arts (B.A.), Cultural Anthropology, Senior
Oak Grove High School, San Jose, CA 2005 — 2009
High school diploma
Wells Fargo September 2013 - Present
Sierra School June 2013 - August 2013
Hanover College May 2011 - May 2013
Hanover College September 2010 - May 2013
Hanover College August 2012 - December 2012
Sheridan School Mountain Campus June 2012 - August 2012
Hanover College May 2011 - December 2011
Sheridan School Mountain Campus Shenandoah Summer Camp June 2011 - August 2011
Hanover College August 2010 - December 2010
Sheridan Mountain Campus June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Social Media, Research, English, Time Management, Event Planning, Public Speaking, Teaching, Budgets, Leadership
Education
Hanover College 2009 — 2013
Bachelor of Arts (B.A.), Cultural Anthropology, Senior
Oak Grove High School, San Jose, CA 2005 — 2009
High school diploma
Jennifer Cloud's Wells Fargo Experience October 2003 - January 2010
Job Mortgage Consultant at FitzGerald Financial Group
Industry Banking
Experience
FitzGerald Financial Group June 2014 - Present
George Mason Mortgage January 2013 - June 2014
SunTrust Mortgage January 2010 - January 2013
Wells Fargo October 2003 - January 2010
Skills
Mortgage Lending, Refinance, Residential Mortgages, Loans, Mortgage Banking, FHA, Loan Origination, Credit, VA loans, FHA financing, First Time Home Buyers, Banking, Investment Properties, Real Estate, Referrals, Residential Homes, Foreclosures, Customer Service, Investors, Microsoft Office
Education
Harford Community College
Associate's degree, Business Administration and Management, General
FitzGerald Financial Group June 2014 - Present
George Mason Mortgage January 2013 - June 2014
SunTrust Mortgage January 2010 - January 2013
Wells Fargo October 2003 - January 2010
Skills
Mortgage Lending, Refinance, Residential Mortgages, Loans, Mortgage Banking, FHA, Loan Origination, Credit, VA loans, FHA financing, First Time Home Buyers, Banking, Investment Properties, Real Estate, Referrals, Residential Homes, Foreclosures, Customer Service, Investors, Microsoft Office
Education
Harford Community College
Associate's degree, Business Administration and Management, General
Neal Helf's Wells Fargo Experience August 2006 - September 2008
Job Associate at Rylander, Clay & Opitz, LLP
Industry Accounting
Experience
Rylander, Clay & Opitz, LLP March 2011 - Present
Fidelity Investments September 2008 - November 2008
Wells Fargo August 2006 - September 2008
Skills
Financial Analysis, Accounting, Financial Accounting, Auditing, Internal Controls, Financial Reporting, Microsoft Excel, General Ledger, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, GAAP, Non-profits, Strategic Planning, Leadership, Pivot Tables, Analysis
Education
The University of Texas at Arlington - College of Business Administration 2009 — 2010
MS, Accounting
Harding University 2001 — 2005
BBA, Healthcare Management
Rylander, Clay & Opitz, LLP March 2011 - Present
Fidelity Investments September 2008 - November 2008
Wells Fargo August 2006 - September 2008
Skills
Financial Analysis, Accounting, Financial Accounting, Auditing, Internal Controls, Financial Reporting, Microsoft Excel, General Ledger, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, GAAP, Non-profits, Strategic Planning, Leadership, Pivot Tables, Analysis
Education
The University of Texas at Arlington - College of Business Administration 2009 — 2010
MS, Accounting
Harding University 2001 — 2005
BBA, Healthcare Management
Tiffini Singleton's Wells Fargo Experience October 2011 - January 2013
Job Community Based Counselor at National Counseling Group
Industry Mental Health Care
Experience
National Counseling Group July 2013 - Present
Unison Mental Health (Destiny's House) January 2013 - June 2013
Christian Psychotherapy Services January 2012 - May 2013
Wells Fargo October 2011 - January 2013
Hampton University September 2010 - May 2011
Hampton University January 2010 - January 2011
Hampton University January 2010 - May 2010
Skills
SPSS, Microsoft Office, Psychological Assessment
Education
Norfolk State University 2011 — 2013
Master of Arts (M.A.), Community/Clinical Psychology
Hampton University 2007 — 2011
B.A, Psychology
National Counseling Group July 2013 - Present
Unison Mental Health (Destiny's House) January 2013 - June 2013
Christian Psychotherapy Services January 2012 - May 2013
Wells Fargo October 2011 - January 2013
Hampton University September 2010 - May 2011
Hampton University January 2010 - January 2011
Hampton University January 2010 - May 2010
Skills
SPSS, Microsoft Office, Psychological Assessment
Education
Norfolk State University 2011 — 2013
Master of Arts (M.A.), Community/Clinical Psychology
Hampton University 2007 — 2011
B.A, Psychology
Tracey Weah's Wells Fargo Experience July 2013 - June 2014
Job Menswear Specialist at Nordstrom
Industry Retail
Experience
Nordstrom July 2014 - Present
Wells Fargo July 2013 - June 2014
Nordstrom June 2011 - March 2013
Nordstrom January 2011 - June 2011
Nordstrom June 2009 - August 2009
Skills
Visual Merchandising, Retail, Trend Analysis, Customer Service, Merchandising, Apparel, Store Management, Fashion, Styling, Retail Sales, Store Operations, Shrinkage, Inventory Management, Event Planning, Inventory Control, Assortment, Microsoft Excel, Merchandise Planning, Customer Satisfaction, Microsoft Office, Management, Sales
Education
Hampton University 2005 — 2010
Bachelor of Applied Science (B.A.Sc.), Marketing
Nordstrom July 2014 - Present
Wells Fargo July 2013 - June 2014
Nordstrom June 2011 - March 2013
Nordstrom January 2011 - June 2011
Nordstrom June 2009 - August 2009
Skills
Visual Merchandising, Retail, Trend Analysis, Customer Service, Merchandising, Apparel, Store Management, Fashion, Styling, Retail Sales, Store Operations, Shrinkage, Inventory Management, Event Planning, Inventory Control, Assortment, Microsoft Excel, Merchandise Planning, Customer Satisfaction, Microsoft Office, Management, Sales
Education
Hampton University 2005 — 2010
Bachelor of Applied Science (B.A.Sc.), Marketing
Wenona Meachum's Wells Fargo Experience Ops Risk ConsultantWells FargoAugust 2002 - Present
Job Ops Risk Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo Ops Risk ConsultantWells FargoAugust 2002 - Present
SPCA of Monterey County 2000 - 2002
Morgan Stanley 1999 - 2000
Education
Rocky Mountain College 2005 — 2006
BS, Business Administration, Management and Operations
Hartnell College 1995 — 1998
Associate of Science (A.S.), Animal Health
Wells Fargo Ops Risk ConsultantWells FargoAugust 2002 - Present
SPCA of Monterey County 2000 - 2002
Morgan Stanley 1999 - 2000
Education
Rocky Mountain College 2005 — 2006
BS, Business Administration, Management and Operations
Hartnell College 1995 — 1998
Associate of Science (A.S.), Animal Health
LAQUANDRA JONES's Wells Fargo Experience August 2010 - Present
Job LOSS PREVENTION SPECIALIST at WELLS FARGO
Industry Banking
Experience
WELLS FARGO August 2010 - Present
Wachovia, A Wells Fargo Company May 2007 - August 2010
Towers Perrin/ EDS June 2003 - May 2007
Skills
Ergonomics, Event Planning
Education
Strayer University (VA) 2004 — 2006
MBA, Management
Hampton University 1999 — 2003
BS, Business Administration
WELLS FARGO August 2010 - Present
Wachovia, A Wells Fargo Company May 2007 - August 2010
Towers Perrin/ EDS June 2003 - May 2007
Skills
Ergonomics, Event Planning
Education
Strayer University (VA) 2004 — 2006
MBA, Management
Hampton University 1999 — 2003
BS, Business Administration
ben duster's Wells Fargo Experience 1997 - 2001
Job Founder at Cormorant IV Corporation
Industry
Experience
Cormorant IV Corporation 2014 - Present
Chorus Aviation 2010 - 2014
Chorus Aviation 2010 - 2014
B. Duster & Company 2002 - 2014
Accuride Corporation 2011 - 2013
Accuride Corporation 2011 - 2013
wearnes 2010 - 2013
Wells Fargo 1997 - 2001
Salomon Brothers 1985 - 1997
Sponsors for Educational Opportunity 1980 - 1981
Education
Harvard Business School 1982 — 1985
Master of Business Administration (MBA)
Harvard Law School 1981 — 1985
Juris Doctorate (JD)
Yale University 1977 — 1981
Bachelor of Arts (B.A.), Economics Major, Applied Math Minor
Cormorant IV Corporation 2014 - Present
Chorus Aviation 2010 - 2014
Chorus Aviation 2010 - 2014
B. Duster & Company 2002 - 2014
Accuride Corporation 2011 - 2013
Accuride Corporation 2011 - 2013
wearnes 2010 - 2013
Wells Fargo 1997 - 2001
Salomon Brothers 1985 - 1997
Sponsors for Educational Opportunity 1980 - 1981
Education
Harvard Business School 1982 — 1985
Master of Business Administration (MBA)
Harvard Law School 1981 — 1985
Juris Doctorate (JD)
Yale University 1977 — 1981
Bachelor of Arts (B.A.), Economics Major, Applied Math Minor
Kari Manning's Wells Fargo Experience August 2006 - March 2009
Job Heartland Region Territory Manager for PROPEL Orthodontics
Industry Medical Devices
Experience
PROPEL Orthodontics April 2014 - Present
Dynegy April 2010 - April 2014
IKON Office Solutions March 2009 - April 2010
Wells Fargo August 2006 - March 2009
Skills
Direct Sales, Selling, Sales Process, Sales, Cold Calling, Contract Negotiation, Negotiation, Pricing, Retail, Analysis, Account Management, New Business Development, Salesforce.com, Sales Presentations, B2B, Marketing, Business Development, Medical Devices, Orthodontics
Education
University of Missouri-Columbia 2003 — 2005
Bachelor of Business Administration (BBA)
Harding University 2001 — 2003
PROPEL Orthodontics April 2014 - Present
Dynegy April 2010 - April 2014
IKON Office Solutions March 2009 - April 2010
Wells Fargo August 2006 - March 2009
Skills
Direct Sales, Selling, Sales Process, Sales, Cold Calling, Contract Negotiation, Negotiation, Pricing, Retail, Analysis, Account Management, New Business Development, Salesforce.com, Sales Presentations, B2B, Marketing, Business Development, Medical Devices, Orthodontics
Education
University of Missouri-Columbia 2003 — 2005
Bachelor of Business Administration (BBA)
Harding University 2001 — 2003
Keith Fiala's Wells Fargo Experience June 2013 - June 2015
Job Private Client Advisor at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. June 2015 - Present
Wells Fargo June 2013 - June 2015
Education
Hartwick College 1996 — 1999
Hartwick College 1996 — 1999
Bachelor of Arts (B.A.), Business/Managerial Economics
JP Morgan Chase Bank, N.A. June 2015 - Present
Wells Fargo June 2013 - June 2015
Education
Hartwick College 1996 — 1999
Hartwick College 1996 — 1999
Bachelor of Arts (B.A.), Business/Managerial Economics
Shawn Cassella's Wells Fargo Experience July 2008 - January 2011
Job AE at Myriad Genetics
Industry Hospital & Health Care
Experience
Myriad Genetics September 2011 - Present
Wells Fargo July 2008 - January 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Hartwick College 1991 — 1995
Bachelor of Arts (BA), Business Administration and Management, General
Myriad Genetics September 2011 - Present
Wells Fargo July 2008 - January 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Hartwick College 1991 — 1995
Bachelor of Arts (BA), Business Administration and Management, General
reginald wright, jr.'s Wells Fargo Experience
Job
Industry Banking
Experience
Wells Fargo
Skills
Customer Service, Microsoft Office, Sales, Management
Education
Hampton University
Banking, Corporate, Finance, and Securities Law
Wells Fargo
Skills
Customer Service, Microsoft Office, Sales, Management
Education
Hampton University
Banking, Corporate, Finance, and Securities Law
Martin Blanchette's Wells Fargo Experience August 2013 - November 2013
Job Survey Speacialist at RTI International
Industry Research
Experience
RTI International November 2013 - Present
Wells Fargo August 2013 - November 2013
University of North Carolina at Chapel Hill April 2013 - July 2013
Greene Resources October 2010 - January 2013
Fairfax County Public Schools October 2008 - December 2010
M&T Bank January 2008 - January 2009
Treasury Department Federal Credit Union October 2006 - May 2007
North American Management August 2004 - October 2005
Education
Hampton University 2000 — 2004
Bachelor's Degree, Sociology
RTI International November 2013 - Present
Wells Fargo August 2013 - November 2013
University of North Carolina at Chapel Hill April 2013 - July 2013
Greene Resources October 2010 - January 2013
Fairfax County Public Schools October 2008 - December 2010
M&T Bank January 2008 - January 2009
Treasury Department Federal Credit Union October 2006 - May 2007
North American Management August 2004 - October 2005
Education
Hampton University 2000 — 2004
Bachelor's Degree, Sociology
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank