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.
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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
Employee
Years
Job
Industry
Lorenzo Jackson Lorenzo Jackson's Wells Fargo Experience December 2007 - September 2011
Job Dual Territory Manager
Industry Medical Devices
Experience
Kinetic Concepts April 2013 - Present
Forest Laboratories September 2011 - April 2013
Wells Fargo December 2007 - September 2011
PSAV January 2004 - January 2006
Skills
Management, CRM, Strategy, Sales, Marketing, Sales Management, Training, Managed Care, Sales Operations, Medical Devices, Sales Presentations, Pharmaceutical Sales, Cardiology, Product Launch, Sales Effectiveness
Education
Hawaii Pacific University 2000 — 2004
BS, BA
Hawaii Pacific University 2000 — 2004
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
Kinetic Concepts April 2013 - Present
Forest Laboratories September 2011 - April 2013
Wells Fargo December 2007 - September 2011
PSAV January 2004 - January 2006
Skills
Management, CRM, Strategy, Sales, Marketing, Sales Management, Training, Managed Care, Sales Operations, Medical Devices, Sales Presentations, Pharmaceutical Sales, Cardiology, Product Launch, Sales Effectiveness
Education
Hawaii Pacific University 2000 — 2004
BS, BA
Hawaii Pacific University 2000 — 2004
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
Matt Escobar Matt Escobar's Wells Fargo Experience 2014 - Present
Job Home Equity Customer Service Rep 5 at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2014 - Present
Wells Fargo March 2013 - Present
GMAC Mortgage March 2011 - Present
Skills
Mortgage Banking, Customer Service, Team Leadership
Education
Hawkeye Community College 2005 — 2008
Associate of Arts (AA), Business Administration and Management, General
Wells Fargo 2014 - Present
Wells Fargo March 2013 - Present
GMAC Mortgage March 2011 - Present
Skills
Mortgage Banking, Customer Service, Team Leadership
Education
Hawkeye Community College 2005 — 2008
Associate of Arts (AA), Business Administration and Management, General
Xochitl A. Leon Xochitl A. Leon's Wells Fargo Experience May 2013 - Present
Job Multicultural/Diverse Segments Strategy, Marketing, and Planning Leader
Industry Financial Services
Experience
Wells Fargo May 2013 - Present
LISTAS March 2013 - Present
California Board of Accountancy January 2015 - Present
Wells Fargo Bank April 2010 - May 2013
Wells Fargo Bank October 2007 - March 2010
Wells Fargo Bank November 2005 - September 2007
Wells Fargo Bank June 2005 - October 2005
Harvard University September 2004 - June 2005
Harvard University July 2004 - August 2004
Inter-American Development Bank June 2004 - July 2004
Skills
Strategy, Analytics, Market Research, Program Management, Analysis, Direct Marketing, Data Analysis, Segmentation, Marketing, Market Analysis, Team Leadership, Customer Insight, Economics, Product Development, Sales, Government, Economic Development, Financial Services, Investments, Strategic Planning, Leadership, Marketing Strategy, Competitive Analysis, Quantitative Analytics, Management Consulting, Risk Management
Education
Harvard University 2003 — 2005
MPP
Wellesley College 1995 — 1999
BA
Universidad de San Andres 1997 — 1997
Study Abroad
Wells Fargo May 2013 - Present
LISTAS March 2013 - Present
California Board of Accountancy January 2015 - Present
Wells Fargo Bank April 2010 - May 2013
Wells Fargo Bank October 2007 - March 2010
Wells Fargo Bank November 2005 - September 2007
Wells Fargo Bank June 2005 - October 2005
Harvard University September 2004 - June 2005
Harvard University July 2004 - August 2004
Inter-American Development Bank June 2004 - July 2004
Skills
Strategy, Analytics, Market Research, Program Management, Analysis, Direct Marketing, Data Analysis, Segmentation, Marketing, Market Analysis, Team Leadership, Customer Insight, Economics, Product Development, Sales, Government, Economic Development, Financial Services, Investments, Strategic Planning, Leadership, Marketing Strategy, Competitive Analysis, Quantitative Analytics, Management Consulting, Risk Management
Education
Harvard University 2003 — 2005
MPP
Wellesley College 1995 — 1999
BA
Universidad de San Andres 1997 — 1997
Study Abroad
Le Eddy Curry's Wells Fargo Experience October 2005 - September 2011
Job Financial Services Professional and Customer Service Professional
Industry Financial Services
Experience
UnitedHealth Group February 2013 - Present
TLC Photography 2003 - Present
Wells Fargo October 2005 - September 2011
Convergys August 2002 - October 2005
Skills
Photos, Portrait Photography, Portraits, World-Class Customer..., Troubleshooting/..., Call Center Operations, Technical/User Support, Up-Selling/Sales Support, Customer Order..., Client Relations..., 16 Years Customer..., Complaint Handling, Reports & Documentation, Excel and PowerPoint..., Proven Leadership..., Team Player
Education
Florida State College Jacksonville 2012 — 2014
Hawaii Pacific University 1991 — 1991
UnitedHealth Group February 2013 - Present
TLC Photography 2003 - Present
Wells Fargo October 2005 - September 2011
Convergys August 2002 - October 2005
Skills
Photos, Portrait Photography, Portraits, World-Class Customer..., Troubleshooting/..., Call Center Operations, Technical/User Support, Up-Selling/Sales Support, Customer Order..., Client Relations..., 16 Years Customer..., Complaint Handling, Reports & Documentation, Excel and PowerPoint..., Proven Leadership..., Team Player
Education
Florida State College Jacksonville 2012 — 2014
Hawaii Pacific University 1991 — 1991
Mark Rohricht Mark Rohricht's Wells Fargo Experience 1988 - 1989
Job Vice President, Integrated Care Group at Fresenius Medical Care
Industry Hospital & Health Care
Experience
Fresenius Medical Care 2015 - Present
Crane Aerospace & Electronics May 2014 - May 2015
Healthways International October 2008 - May 2014
Healthways February 2005 - September 2008
Kimberly-Clark Corporation 1999 - 2005
Wells Fargo 1988 - 1989
Education
Haslam College of Business at the University of Tennessee 1993 — 2000
Phd, Industrial / Organizational Psychology
Lawrence University 1984 — 1988
BA, Economics & Psychology
Fresenius Medical Care 2015 - Present
Crane Aerospace & Electronics May 2014 - May 2015
Healthways International October 2008 - May 2014
Healthways February 2005 - September 2008
Kimberly-Clark Corporation 1999 - 2005
Wells Fargo 1988 - 1989
Education
Haslam College of Business at the University of Tennessee 1993 — 2000
Phd, Industrial / Organizational Psychology
Lawrence University 1984 — 1988
BA, Economics & Psychology
Isis Guerrero Isis Guerrero's Wells Fargo Experience October 2013 - February 2015
Job PBS Shared Services Representative at Google (Zenith Talent)
Industry Marketing and Advertising
Experience
Google March 2015 - Present
Wells Fargo October 2013 - February 2015
Bank of America May 2011 - November 2012
Bio-Rad Laboratories February 2008 - January 2011
Bio-Rad Laboratories May 2007 - January 2008
Sheila Donnelly & Associates September 2006 - December 2006
FLEXA HAWAII February 2005 - December 2006
Hawaii Pacific University January 2006 - September 2006
IBM Colombia July 2003 - December 2003
IBM Colombia June 2001 - June 2003
Skills
DoubleClick Ad Exchange, DoubleClick for..., Online Advertising, Integrated Marketing, Advertising, Project Management, Marketing Communications, Social Media Marketing, Social Media, Online Marketing, Lead Generation, Marketing, Marketing Strategy, Email Marketing, Digital Marketing, Public Relations, Press Releases, Strategy
Education
Hawaii Pacific University 2004 — 2007
Master of Arts, Communication
Google March 2015 - Present
Wells Fargo October 2013 - February 2015
Bank of America May 2011 - November 2012
Bio-Rad Laboratories February 2008 - January 2011
Bio-Rad Laboratories May 2007 - January 2008
Sheila Donnelly & Associates September 2006 - December 2006
FLEXA HAWAII February 2005 - December 2006
Hawaii Pacific University January 2006 - September 2006
IBM Colombia July 2003 - December 2003
IBM Colombia June 2001 - June 2003
Skills
DoubleClick Ad Exchange, DoubleClick for..., Online Advertising, Integrated Marketing, Advertising, Project Management, Marketing Communications, Social Media Marketing, Social Media, Online Marketing, Lead Generation, Marketing, Marketing Strategy, Email Marketing, Digital Marketing, Public Relations, Press Releases, Strategy
Education
Hawaii Pacific University 2004 — 2007
Master of Arts, Communication
Daniel Koroma's Wells Fargo Experience June 2009 - April 2010
Job Senior Fellow, Liaison to African and Caribbean Communities at Montgomery County
Industry Executive Office
Experience
Montgomery County October 2009 - Present
Wells Fargo June 2009 - April 2010
Bank of America August 2003 - April 2009
University of Maryland College Park September 2000 - June 2003
Skills
Strategic Planning, Non-profits, Program Management, Research, Public Speaking, Public Relations, Entrepreneurship, Editing, Government, Training, Leadership, Proposal Writing, Microsoft Word, Community Outreach, Policy, Fundraising, Public Policy, Nonprofits, Teaching, Project Management, Coaching, Policy Analysis, Business Development, Management, Leadership Development
Education
Harvard University, John F. Kennedy School of Government 2014 — 2016
Organizational Leadership
University of Maryland College Park 1999 — 2003
Montgomery County October 2009 - Present
Wells Fargo June 2009 - April 2010
Bank of America August 2003 - April 2009
University of Maryland College Park September 2000 - June 2003
Skills
Strategic Planning, Non-profits, Program Management, Research, Public Speaking, Public Relations, Entrepreneurship, Editing, Government, Training, Leadership, Proposal Writing, Microsoft Word, Community Outreach, Policy, Fundraising, Public Policy, Nonprofits, Teaching, Project Management, Coaching, Policy Analysis, Business Development, Management, Leadership Development
Education
Harvard University, John F. Kennedy School of Government 2014 — 2016
Organizational Leadership
University of Maryland College Park 1999 — 2003
Rachel Fritts Rachel Fritts's Wells Fargo Experience August 2014 - Present
Job Lead Teller at Wells Fargo
Industry Retail
Experience
Wells Fargo August 2014 - Present
Wells Fargo January 2014 - July 2014
Macy's September 2013 - January 2014
Grout Museum District January 2011 - September 2013
Hy Vee August 2006 - July 2010
Skills
Microsoft Office, Customer Service, Event Management, Event Planning, Counterpoint, Microsoft Excel, Nonprofits, PowerPoint, Inventory Management, Customer Satisfaction, Staff Management, Social Media, Telephone Skills, Data Entry, Time Management, Teamwork, Retail, Sales, Process Scheduler
Education
Hawkeye Community College 2010 — 2011
University of Northern Iowa 2007 — 2009
Wells Fargo August 2014 - Present
Wells Fargo January 2014 - July 2014
Macy's September 2013 - January 2014
Grout Museum District January 2011 - September 2013
Hy Vee August 2006 - July 2010
Skills
Microsoft Office, Customer Service, Event Management, Event Planning, Counterpoint, Microsoft Excel, Nonprofits, PowerPoint, Inventory Management, Customer Satisfaction, Staff Management, Social Media, Telephone Skills, Data Entry, Time Management, Teamwork, Retail, Sales, Process Scheduler
Education
Hawkeye Community College 2010 — 2011
University of Northern Iowa 2007 — 2009
Dillon Hamill's Wells Fargo Experience July 2012 - Present
Job Financial Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2012 - Present
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Finance, Asset Management, Economics, Microsoft Excel, Data Analysis, PowerPoint, Analytics, Quantitative Analytics, Budgets
Education
Haverford College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Wells Fargo July 2012 - Present
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Finance, Asset Management, Economics, Microsoft Excel, Data Analysis, PowerPoint, Analytics, Quantitative Analytics, Budgets
Education
Haverford College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Sean Tracy Sean Tracy's Wells Fargo Experience July 2005 - January 2007
Job ConsultantMarketing at Eli Lilly
Industry Pharmaceuticals
Experience
Eli Lilly and Company May 2014 - July 2014
The RSP Companies November 2011 - July 2013
Conlon & Co April 2009 - December 2010
LaSalle Investment Management 2007 - 2009
Wells Fargo July 2005 - January 2007
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA), Concentrations in Marketing, Healthcare, Consulting
Harvard University 2001 — 2005
BA, Economics
Eli Lilly and Company May 2014 - July 2014
The RSP Companies November 2011 - July 2013
Conlon & Co April 2009 - December 2010
LaSalle Investment Management 2007 - 2009
Wells Fargo July 2005 - January 2007
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA), Concentrations in Marketing, Healthcare, Consulting
Harvard University 2001 — 2005
BA, Economics
Travis Carlstrom Travis Carlstrom's Wells Fargo Experience October 2012 - Present
Job Sr. Ag Industry Specialist at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2012 - Present
Wells Fargo October 2009 - October 2012
Wells Fargo April 2003 - October 2009
Skills
Financial Analysis, Finance, Banking, Analysis, Credit Analysis, Credit, Commercial Lending, Loans, Risk Management, Commercial Banking, Underwriting, Coaching, Credit Risk, Customer Service, Management, Agricultural Economics, Agriculture, Agricultural Lending, Organization
Education
University of Nebraska-Lincoln
Master of Business Administration (M.B.A.)
Hastings College 1996 — 2000
Bachelor of Arts (B.A.), Business Administration and Management, General
Wells Fargo October 2012 - Present
Wells Fargo October 2009 - October 2012
Wells Fargo April 2003 - October 2009
Skills
Financial Analysis, Finance, Banking, Analysis, Credit Analysis, Credit, Commercial Lending, Loans, Risk Management, Commercial Banking, Underwriting, Coaching, Credit Risk, Customer Service, Management, Agricultural Economics, Agriculture, Agricultural Lending, Organization
Education
University of Nebraska-Lincoln
Master of Business Administration (M.B.A.)
Hastings College 1996 — 2000
Bachelor of Arts (B.A.), Business Administration and Management, General
Christine Swann Christine Swann's Wells Fargo Experience 1994 - 1996
Job Financial Manager at Itasca Consulting Group, Inc.
Industry Mining & Metals
Experience
Itasca Consulting Group, Inc. September 2014 - Present
Intelligent Nutrients April 2012 - September 2014
Five Star Welding & Fabricating, Inc. 2001 - 2012
KPMG 1998 - 2000
KPMG 1996 - 1998
Wells Fargo 1994 - 1996
Wells Fargo 1991 - 1994
Skills
Accounting, GAAP, Budgets, Financial Analysis, Human Resources, Internal Audit, Managerial Finance, Cost Accounting, Consolidation, Management, US GAAP
Education
Harvard University
Intensive Ukrainian Studies Program
St. Catherine University
Bachelor of Arts (BA), Business Administration - Accounting Concentration
Itasca Consulting Group, Inc. September 2014 - Present
Intelligent Nutrients April 2012 - September 2014
Five Star Welding & Fabricating, Inc. 2001 - 2012
KPMG 1998 - 2000
KPMG 1996 - 1998
Wells Fargo 1994 - 1996
Wells Fargo 1991 - 1994
Skills
Accounting, GAAP, Budgets, Financial Analysis, Human Resources, Internal Audit, Managerial Finance, Cost Accounting, Consolidation, Management, US GAAP
Education
Harvard University
Intensive Ukrainian Studies Program
St. Catherine University
Bachelor of Arts (BA), Business Administration - Accounting Concentration
Robert Ruffin's Wells Fargo Experience October 2002 - January 2011
Job MultiChannel Marketing Strategist
Industry Financial Services
Experience
Consultant January 2014 - Present
SunTrust Bank January 2011 - 2014
Wells Fargo October 2002 - January 2011
Skills
Banking, Financial Services, Marketing Strategy, Digital Marketing, Customer Segmentation..., Thought Leadership, Marketing Management, Product Marketing, B2B Marketing, Online Lead Generation, Content Strategy, Content Marketing, Multi-channel Marketing, Integrated Marketing, Presenter, Spokesperson, Email Marketing, Direct Marketing, Marketing Communications, Credit Cards, Relationship Management, Leadership, Analytics, Customer Acquisition, Database Marketing, Strategic Partnerships, Strategy, CRM, Competitive Analysis, Lead Generation, Marketing
Education
Harvard University 1984 — 1990
Selwyn
Consultant January 2014 - Present
SunTrust Bank January 2011 - 2014
Wells Fargo October 2002 - January 2011
Skills
Banking, Financial Services, Marketing Strategy, Digital Marketing, Customer Segmentation..., Thought Leadership, Marketing Management, Product Marketing, B2B Marketing, Online Lead Generation, Content Strategy, Content Marketing, Multi-channel Marketing, Integrated Marketing, Presenter, Spokesperson, Email Marketing, Direct Marketing, Marketing Communications, Credit Cards, Relationship Management, Leadership, Analytics, Customer Acquisition, Database Marketing, Strategic Partnerships, Strategy, CRM, Competitive Analysis, Lead Generation, Marketing
Education
Harvard University 1984 — 1990
Selwyn
Forest Platzek Forest Platzek's Wells Fargo Experience January 2011 - October 2011
Job Client Partner/Contract Professional at University of Alaska
Industry Financial Services
Experience
University of Alaska October 2011 - April 2012
Wells Fargo January 2011 - October 2011
Lidget Green, Inc. May 2005 - December 2008
United States Navy May 2001 - May 2006
Skills
Leadership, Public Speaking, Program Management, Navy, Training, Quality Assurance, logistics expert, Cost Control, Procurement Contracts, Statistics, Statistical Modeling, Statistical Data..., Item Response Theory, Classical Test Theory, Assessment Development, Contract Negotiation, academic research, Quantitative Research, Outsourcing, Team Leadership, Management, Budgets
Education
University of Alaska Anchorage 2011 — 2012
MBA
University of Minnesota-Duluth 2009 — 2010
MBA
Hawaii Pacific University 2003 — 2007
BSBA, Finance
University of Alaska October 2011 - April 2012
Wells Fargo January 2011 - October 2011
Lidget Green, Inc. May 2005 - December 2008
United States Navy May 2001 - May 2006
Skills
Leadership, Public Speaking, Program Management, Navy, Training, Quality Assurance, logistics expert, Cost Control, Procurement Contracts, Statistics, Statistical Modeling, Statistical Data..., Item Response Theory, Classical Test Theory, Assessment Development, Contract Negotiation, academic research, Quantitative Research, Outsourcing, Team Leadership, Management, Budgets
Education
University of Alaska Anchorage 2011 — 2012
MBA
University of Minnesota-Duluth 2009 — 2010
MBA
Hawaii Pacific University 2003 — 2007
BSBA, Finance
Sabrina Elliott Sabrina Elliott's Wells Fargo Experience August 2015 - Present
Job Technology Area Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2015 - Present
Wells Fargo Bank October 2000 - Present
Gaylord Industries November 1999 - October 2000
Business Education Compact February 1999 - November 1999
US Air Force July 1989 - April 1996
Skills
Vendor Management, Business Analysis, Program Management, Requirements Analysis, Process Improvement, IT Strategy, Requirements Gathering, Enterprise Architecture, Integration, Risk Management, Visio, Change Management, MS Project, Banking, PMO, Data Center
Education
University of Phoenix 2003 — 2005
MBA, Technology Management
Hawaii Pacific University 1994 — 1998
BS, Computer Science
Wells Fargo August 2015 - Present
Wells Fargo Bank October 2000 - Present
Gaylord Industries November 1999 - October 2000
Business Education Compact February 1999 - November 1999
US Air Force July 1989 - April 1996
Skills
Vendor Management, Business Analysis, Program Management, Requirements Analysis, Process Improvement, IT Strategy, Requirements Gathering, Enterprise Architecture, Integration, Risk Management, Visio, Change Management, MS Project, Banking, PMO, Data Center
Education
University of Phoenix 2003 — 2005
MBA, Technology Management
Hawaii Pacific University 1994 — 1998
BS, Computer Science
Ashlyn Sartain Ashlyn Sartain's Wells Fargo Experience January 2012 - October 2012
Job Stay at home Mom at mom
Industry Financial Services
Experience
Owen and Benjamin December 2013 - Present
Wells Fargo January 2012 - October 2012
Wells Fargo May 2002 - January 2012
Skills
Credit, Customer Service, Mortgage Lending, Outlook, Banking, Financial Analysis, Microsoft Excel, Sales, PowerPoint, Microsoft Office, Insurance, Employee Benefits, Underwriting, Microsoft Word, Process Improvement, Recruiting, Salesforce.com, Customer Satisfaction, Risk Management, Loans, Training, Management, Sales Management
Education
Hastings College 1998 — 2001
Bachelor of Arts (BA), Business/Design
Western Nebraska Community College 1996 — 1998
Associate of Arts (AA)
Owen and Benjamin December 2013 - Present
Wells Fargo January 2012 - October 2012
Wells Fargo May 2002 - January 2012
Skills
Credit, Customer Service, Mortgage Lending, Outlook, Banking, Financial Analysis, Microsoft Excel, Sales, PowerPoint, Microsoft Office, Insurance, Employee Benefits, Underwriting, Microsoft Word, Process Improvement, Recruiting, Salesforce.com, Customer Satisfaction, Risk Management, Loans, Training, Management, Sales Management
Education
Hastings College 1998 — 2001
Bachelor of Arts (BA), Business/Design
Western Nebraska Community College 1996 — 1998
Associate of Arts (AA)
Armando de la Libertad Armando de la Libertad's Wells Fargo Experience July 2014 - Present
Job VP, Strategic Philanthropy & Partnerships at Wells Fargo
Industry Nonprofit Organization Management
Experience
Wells Fargo July 2014 - Present
Delhi Center January 2011 - June 2014
Wells Fargo December 1999 - December 2010
Skills
Public Speaking, Nonprofits, Leadership Development, Strategic Planning, Program Development, Fundraising, Community Outreach, Non-profits, Spanish, Event Planning, Leadership, Public Relations, Media Relations, Business Development, Social Networking, Volunteer Management, Customer Service, Community Development, Grant Writing, Program Management
Education
Harvard Kennedy School of Government
MPP, Public Policy, Urban Economic Development
Wells Fargo July 2014 - Present
Delhi Center January 2011 - June 2014
Wells Fargo December 1999 - December 2010
Skills
Public Speaking, Nonprofits, Leadership Development, Strategic Planning, Program Development, Fundraising, Community Outreach, Non-profits, Spanish, Event Planning, Leadership, Public Relations, Media Relations, Business Development, Social Networking, Volunteer Management, Customer Service, Community Development, Grant Writing, Program Management
Education
Harvard Kennedy School of Government
MPP, Public Policy, Urban Economic Development
Clarissa McDonald Clarissa McDonald's Wells Fargo Experience September 2011 - September 2012
Job Client Service Coordinator at Premier Business Centers
Industry Executive Office
Experience
Premier Business Centers October 2012 - Present
Wells Fargo September 2011 - September 2012
Buca di Beppo February 2011 - September 2011
Skills
Customer Service, Data Entry, Outlook, Office Management, Customer Satisfaction, Event Planning, Marketing, Team Building, Microsoft Word, Sales, Microsoft Excel, Microsoft Office, Advertising, Accounts Payable, Social Media Marketing, Accounts Receivable, Administration, Account Management, Social Media, Budgets
Education
Hawaii Pacific University 2007 — 2015
International Relations and Affairs
Mission Viejo High School 2003 — 2007
High School Diploma
Premier Business Centers October 2012 - Present
Wells Fargo September 2011 - September 2012
Buca di Beppo February 2011 - September 2011
Skills
Customer Service, Data Entry, Outlook, Office Management, Customer Satisfaction, Event Planning, Marketing, Team Building, Microsoft Word, Sales, Microsoft Excel, Microsoft Office, Advertising, Accounts Payable, Social Media Marketing, Accounts Receivable, Administration, Account Management, Social Media, Budgets
Education
Hawaii Pacific University 2007 — 2015
International Relations and Affairs
Mission Viejo High School 2003 — 2007
High School Diploma
Jo Kinsey Jo Kinsey's Wells Fargo Experience January 2000 - February 2003
Job Executive Vice President Retail Banking at Country Club Bank
Industry Banking
Experience
Country Club Bank October 2004 - Present
Wells Fargo January 2000 - February 2003
National Bank of Commerce 1976 - 2003
Skills
Commercial Banking, Loans, Banking, Credit, Strategic Planning, Retail Banking, Marketing, Sales Management
Education
Hastings College 1968 — 1972
Bachelor of Arts (B.A.), Education
Country Club Bank October 2004 - Present
Wells Fargo January 2000 - February 2003
National Bank of Commerce 1976 - 2003
Skills
Commercial Banking, Loans, Banking, Credit, Strategic Planning, Retail Banking, Marketing, Sales Management
Education
Hastings College 1968 — 1972
Bachelor of Arts (B.A.), Education
Nathan Trexel's Wells Fargo Experience September 2015 - Present
Job CCS SCRA Operations Leader Wells Fargo
Industry Banking
Experience
Wells Fargo September 2015 - Present
Wells Fargo August 2014 - September 2015
Wells Fargo Home Mortgage November 2011 - August 2014
Wells Fargo Financial June 2000 - November 2011
Army National Guard June 1990 - June 2000
Rentown Inc March 1993 - October 1998
Skills
Call Center, Collections, Servicing, Team Building, Leadership Development, Talent Management, Leadership, Loan Servicing, Call Centers, Banking, Management, Mortgage Servicing, Business Process..., Portfolio Management, Process Improvement, Coaching, Operations Management, Customer Service, Relationship Management, Financial Services, Change Management, Performance Management, Analysis, Strategy, CRM, Credit Cards, Cross Selling, New Business Development
Education
Upper Iowa University 1991 — 1993
BS, Human Services
Hawkeye Community College 1989 — 1991
AA, Security Services
Atlantic High School 1986 — 1989
Wells Fargo September 2015 - Present
Wells Fargo August 2014 - September 2015
Wells Fargo Home Mortgage November 2011 - August 2014
Wells Fargo Financial June 2000 - November 2011
Army National Guard June 1990 - June 2000
Rentown Inc March 1993 - October 1998
Skills
Call Center, Collections, Servicing, Team Building, Leadership Development, Talent Management, Leadership, Loan Servicing, Call Centers, Banking, Management, Mortgage Servicing, Business Process..., Portfolio Management, Process Improvement, Coaching, Operations Management, Customer Service, Relationship Management, Financial Services, Change Management, Performance Management, Analysis, Strategy, CRM, Credit Cards, Cross Selling, New Business Development
Education
Upper Iowa University 1991 — 1993
BS, Human Services
Hawkeye Community College 1989 — 1991
AA, Security Services
Atlantic High School 1986 — 1989
Jonathan Feeney's Wells Fargo Experience May 2003 - January 2009
Job Principal at Athlos Research
Industry Financial Services
Experience
Athlos Research May 2014 - Present
Janney Montgomery Scott January 2009 - May 2014
CAGNY 2007 - 2014
Wells Fargo May 2003 - January 2009
SunTrust Robinson Humphrey July 2002 - May 2003
Credit Suisse July 2000 - July 2002
Lehman Brothers June 1997 - July 2000
Skills
Equities, Equity Research, Alternative Investments, Hedge Funds, Capital Markets, Bloomberg, Securities, Investment Strategies, Investments, Valuation, Financial Modeling, Series 7, Asset Management, Fixed Income, Private Equity, Asset Allocation, Mutual Funds, Investment Banking, Series 63, Portfolio Management
Education
Harvard College 1993 — 1997
Bachelor of Arts (B.A.), Government
Athlos Research May 2014 - Present
Janney Montgomery Scott January 2009 - May 2014
CAGNY 2007 - 2014
Wells Fargo May 2003 - January 2009
SunTrust Robinson Humphrey July 2002 - May 2003
Credit Suisse July 2000 - July 2002
Lehman Brothers June 1997 - July 2000
Skills
Equities, Equity Research, Alternative Investments, Hedge Funds, Capital Markets, Bloomberg, Securities, Investment Strategies, Investments, Valuation, Financial Modeling, Series 7, Asset Management, Fixed Income, Private Equity, Asset Allocation, Mutual Funds, Investment Banking, Series 63, Portfolio Management
Education
Harvard College 1993 — 1997
Bachelor of Arts (B.A.), Government
David Haddad, CTP's Wells Fargo Experience July 2013 - Present
Job Treasury Management Sales Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2013 - Present
Citi June 2012 - June 2013
Wells Fargo Advisors March 2011 - June 2012
Abercrombie & Fitch May 2010 - May 2012
Skills
Financial Analysis, Sales, Accounting, Treasury Management, Customer Service, Teamwork, Leadership
Education
Harvard University 2015 — 2017
Business Communication, 4.0
The Ohio State University 2008 — 2012
Bachelor of Science (BS), Accounting
Wells Fargo July 2013 - Present
Citi June 2012 - June 2013
Wells Fargo Advisors March 2011 - June 2012
Abercrombie & Fitch May 2010 - May 2012
Skills
Financial Analysis, Sales, Accounting, Treasury Management, Customer Service, Teamwork, Leadership
Education
Harvard University 2015 — 2017
Business Communication, 4.0
The Ohio State University 2008 — 2012
Bachelor of Science (BS), Accounting
Craig Marble, PHR Craig Marble, PHR's Wells Fargo Experience April 2015 - Present
Job Recruiter at Wells Fargo
Industry Human Resources
Experience
Wells Fargo April 2015 - Present
Lincoln Financial Group January 2013 - April 2015
Mutual of Omaha April 2008 - January 2013
Lithia Motors March 2006 - April 2008
Slosburg Company June 2005 - March 2006
Skills
Recruiting, Human Resources, Talent Management, Interviews, Personnel Management, Applicant Tracking..., Insurance, Workforce Planning, Process Improvement, Banking, Consultation, New Hire Orientations
Education
Hastings College 2001 — 2005
Bachelors, I/O Psychology & Sociology
Wells Fargo April 2015 - Present
Lincoln Financial Group January 2013 - April 2015
Mutual of Omaha April 2008 - January 2013
Lithia Motors March 2006 - April 2008
Slosburg Company June 2005 - March 2006
Skills
Recruiting, Human Resources, Talent Management, Interviews, Personnel Management, Applicant Tracking..., Insurance, Workforce Planning, Process Improvement, Banking, Consultation, New Hire Orientations
Education
Hastings College 2001 — 2005
Bachelors, I/O Psychology & Sociology
Lawrence Huber Lawrence Huber's Wells Fargo Experience December 2013 - June 2014
Job Seeking new analyst opportunity
Industry Pharmaceuticals
Experience
CVS Health June 2015 - August 2015
Wells Fargo Insurance Services September 2014 - December 2014
Wells Fargo December 2013 - June 2014
Wells Fargo August 2012 - January 2013
Insight July 2007 - February 2012
Insight / IBM April 2005 - June 2007
Self Employed March 2004 - April 2005
Insight / Sony April 2003 - March 2004
Insight February 2000 - November 2001
Insight August 1996 - February 2000
Skills
Solution Selling, Account Management, Sales, Business Development, Product Management, Product Marketing, Strategic Planning, Analytics, Industrial Engineering, Statistics, Cost Accounting, Technical Consultant, Bid Desk / Promotional..., Strategic Roadmap..., Hewlett Packard Imaging..., Hewlett Packard Imaging..., IBM Software Top Gun..., A+ Core Hardware and..., Channel, Access, Marketing, Enterprise Software, Strategy
Education
Hastings College
BA, Mathematics and Business Administration
University of Tennessee - College of Engineering
"Design of Experiments Institute of Productivity through Quality" Program, Statistics & Industrial Engineering courses
CVS Health June 2015 - August 2015
Wells Fargo Insurance Services September 2014 - December 2014
Wells Fargo December 2013 - June 2014
Wells Fargo August 2012 - January 2013
Insight July 2007 - February 2012
Insight / IBM April 2005 - June 2007
Self Employed March 2004 - April 2005
Insight / Sony April 2003 - March 2004
Insight February 2000 - November 2001
Insight August 1996 - February 2000
Skills
Solution Selling, Account Management, Sales, Business Development, Product Management, Product Marketing, Strategic Planning, Analytics, Industrial Engineering, Statistics, Cost Accounting, Technical Consultant, Bid Desk / Promotional..., Strategic Roadmap..., Hewlett Packard Imaging..., Hewlett Packard Imaging..., IBM Software Top Gun..., A+ Core Hardware and..., Channel, Access, Marketing, Enterprise Software, Strategy
Education
Hastings College
BA, Mathematics and Business Administration
University of Tennessee - College of Engineering
"Design of Experiments Institute of Productivity through Quality" Program, Statistics & Industrial Engineering courses
Josh Land Josh Land's Wells Fargo Experience July 2007 - February 2010
Job Account Executive at NRG Media
Industry Marketing and Advertising
Experience
NRG Media August 2012 - Present
SCORR Marketing February 2010 - August 2012
Wells Fargo July 2007 - February 2010
Colorado Rockies Baseball Club 2002 - 2007
Skills
Advertising, Marketing, Public Relations, CRM, Strategic Planning, Management, Creative Direction, B2B, Radio, Customer Service, Social Media Marketing, Marketing Strategy, Marketing Communications, Email Marketing, Social Media, Account Management, New Business Development, Wordpress, Sales
Education
Hastings College 2003 — 2007
Bachelors, Marketing
NRG Media August 2012 - Present
SCORR Marketing February 2010 - August 2012
Wells Fargo July 2007 - February 2010
Colorado Rockies Baseball Club 2002 - 2007
Skills
Advertising, Marketing, Public Relations, CRM, Strategic Planning, Management, Creative Direction, B2B, Radio, Customer Service, Social Media Marketing, Marketing Strategy, Marketing Communications, Email Marketing, Social Media, Account Management, New Business Development, Wordpress, Sales
Education
Hastings College 2003 — 2007
Bachelors, Marketing
Dustin W Lovell, MBA Dustin W Lovell, MBA's Wells Fargo Experience January 2010 - December 2011
Job Market Development at First National Bank of Omaha
Industry Financial Services
Experience
First National Bank of Omaha November 2013 - Present
JPMorgan Chase January 2012 - October 2013
Wells Fargo January 2010 - December 2011
Wells Fargo August 2007 - January 2010
Skills
Banking, Customer Service, CRM, New Business Development, Team Building, Management, Business Relationship..., Financial Analysis, B2C marketing, B2B services, Cross-platform..., Business Planning, Client Relationship..., Organizational..., Leadership Mentoring, Financial Accounting, Partner Management, Training, Portfolio Management, Strategy, Financial Management, Partner Relationship..., Relationship Cultivation, New Business Sourcing, Managerial Finance, B2B, Salesforce.com
Education
University of Phoenix-Colorado Campus 2011 — 2013
MBA, Marketing and Finance
Hastings College 2003 — 2007
Bachelors Of Arts, Psychology, Sociology
Niwot High School 2000 — 2003
First National Bank of Omaha November 2013 - Present
JPMorgan Chase January 2012 - October 2013
Wells Fargo January 2010 - December 2011
Wells Fargo August 2007 - January 2010
Skills
Banking, Customer Service, CRM, New Business Development, Team Building, Management, Business Relationship..., Financial Analysis, B2C marketing, B2B services, Cross-platform..., Business Planning, Client Relationship..., Organizational..., Leadership Mentoring, Financial Accounting, Partner Management, Training, Portfolio Management, Strategy, Financial Management, Partner Relationship..., Relationship Cultivation, New Business Sourcing, Managerial Finance, B2B, Salesforce.com
Education
University of Phoenix-Colorado Campus 2011 — 2013
MBA, Marketing and Finance
Hastings College 2003 — 2007
Bachelors Of Arts, Psychology, Sociology
Niwot High School 2000 — 2003
Davina Pike Davina Pike's Wells Fargo Experience 2007 - 2008
Job Steven Alan
Industry Retail
Experience
Steven Alan 2015 - Present
J.Crew August 2012 - May 2015
J.Crew November 2010 - August 2012
Macy's April 2010 - November 2010
Macy's March 2008 - March 2010
Wells Fargo 2007 - 2008
Skills
Trend Analysis, Merchandising, Retail, Replenishment, Store Management, Styling, CPFR, Sourcing, Footwear, Private Label, Retail Buying, Luxury Goods, Merchandise Planning, JDA, Sportswear, Multi-channel Retail
Education
Harvard University 2004 — 2006
BA
Wellesley College 2002 — 2004
Cate School 1998 — 2002
Steven Alan 2015 - Present
J.Crew August 2012 - May 2015
J.Crew November 2010 - August 2012
Macy's April 2010 - November 2010
Macy's March 2008 - March 2010
Wells Fargo 2007 - 2008
Skills
Trend Analysis, Merchandising, Retail, Replenishment, Store Management, Styling, CPFR, Sourcing, Footwear, Private Label, Retail Buying, Luxury Goods, Merchandise Planning, JDA, Sportswear, Multi-channel Retail
Education
Harvard University 2004 — 2006
BA
Wellesley College 2002 — 2004
Cate School 1998 — 2002
Daniel Cunningham Daniel Cunningham's Wells Fargo Experience July 2004 - October 2008
Job Senior Vice President at PNC Multifamily Capital
Industry Financial Services
Experience
PNC Multifamily Capital March 2012 - Present
Union Labor Life Insurance Company (ULLICO) 2008 - March 2012
Wells Fargo July 2004 - October 2008
Fannie Mae November 1997 - June 2004
Skills
Loans, Portfolio Management, Real Estate Economics, Asset Managment, Credit, Affordable Housing, Asset Management, Relationship Management, Mortgage Lending, Underwriting, Loan Origination, CMBS
Education
Harvard University
A.B., Social Studies
Massachusetts Institute of Technology - Sloan School of Management
S.M., Management--Finance and Real Estate
PNC Multifamily Capital March 2012 - Present
Union Labor Life Insurance Company (ULLICO) 2008 - March 2012
Wells Fargo July 2004 - October 2008
Fannie Mae November 1997 - June 2004
Skills
Loans, Portfolio Management, Real Estate Economics, Asset Managment, Credit, Affordable Housing, Asset Management, Relationship Management, Mortgage Lending, Underwriting, Loan Origination, CMBS
Education
Harvard University
A.B., Social Studies
Massachusetts Institute of Technology - Sloan School of Management
S.M., Management--Finance and Real Estate
Grant Jarvis Grant Jarvis's Wells Fargo Experience November 2009 - August 2010
Job Mortgage Origination and Investments
Industry Financial Services
Experience
Peak Financial Group, Inc. December 2012 - Present
Lowe's November 2010 - December 2012
Wells Fargo November 2009 - August 2010
Skills
Mortgage Lending, Credit, Sales, Customer Service, Microsoft Excel, Leadership, Microsoft Office, Customer Satisfaction, Conventional loans, Government loans, FHA financing, USDA Rural Housing, VA Financing
Education
University of Tennessee-Knoxville - College of Business Administration 2005 — 2009
Bachelor's degree, Finance
Peak Financial Group, Inc. December 2012 - Present
Lowe's November 2010 - December 2012
Wells Fargo November 2009 - August 2010
Skills
Mortgage Lending, Credit, Sales, Customer Service, Microsoft Excel, Leadership, Microsoft Office, Customer Satisfaction, Conventional loans, Government loans, FHA financing, USDA Rural Housing, VA Financing
Education
University of Tennessee-Knoxville - College of Business Administration 2005 — 2009
Bachelor's degree, Finance
Benjamin Bidlack Benjamin Bidlack's Wells Fargo Experience August 1986 - July 1993
Job President & Chief Brand Strategist at BrandTransact Worldwide
Industry Management Consulting
Experience
BrandTransact Worldwide February 2014 - Present
BANG Workout™ November 2012 - Present
FutureBrand May 2012 - May 2013
top tier consultancies/agencies and direct-to-client May 2008 - July 2012
Interbrand November 2006 - April 2008
Prophet January 2002 - January 2004
Accenture December 1999 - September 2000
Towers Perrin 1996 - 1998
Booz-Allen & Hamilton November 1993 - April 1995
Wells Fargo August 1986 - July 1993
Skills
Branding Research, Corporate Branding, Brand Awareness, Brand Management, Brand Development..., Global Brand Development, Brand Positioning..., Logo Design, Brand Architecture, Brand Implementation, Employer Branding, Personal Branding, Presentations, Public Speaking, Team Leadership, Mentoring, Positioning, Start-ups, Marketing Communications, Business Strategy, Brand Development, Marketing Strategy, Marketing, Advertising, Integrated Marketing, Creative Strategy, Analytics, Digital Strategy, Strategic Thinking, Customer Insight, Digital Marketing, Interactive Marketing, Branding & Identity, Relationship Marketing, Content Strategy, Product Naming, Thought Leadership, Interactive Advertising, CRM, Direct Marketing, Mobile Marketing, Digital Media, Marketing Research, Strategic Partnerships, Leadership, Management Consulting, New Business Development, Online Marketing, Online Advertising, Segmentation
Education
Stanford University Graduate School of Business 1989 — 1991
MBA, Corporate Strategy, Marketing
TEFL Worldwide Prague
TEFL Certification with Distinction, Business English, (Distinction awarded only when merited)
Haverford College 1981 — 1985
BA, English
St. Paul's School
Diploma Cum Laude, Music, English Literature, French, Physics
BrandTransact Worldwide February 2014 - Present
BANG Workout™ November 2012 - Present
FutureBrand May 2012 - May 2013
top tier consultancies/agencies and direct-to-client May 2008 - July 2012
Interbrand November 2006 - April 2008
Prophet January 2002 - January 2004
Accenture December 1999 - September 2000
Towers Perrin 1996 - 1998
Booz-Allen & Hamilton November 1993 - April 1995
Wells Fargo August 1986 - July 1993
Skills
Branding Research, Corporate Branding, Brand Awareness, Brand Management, Brand Development..., Global Brand Development, Brand Positioning..., Logo Design, Brand Architecture, Brand Implementation, Employer Branding, Personal Branding, Presentations, Public Speaking, Team Leadership, Mentoring, Positioning, Start-ups, Marketing Communications, Business Strategy, Brand Development, Marketing Strategy, Marketing, Advertising, Integrated Marketing, Creative Strategy, Analytics, Digital Strategy, Strategic Thinking, Customer Insight, Digital Marketing, Interactive Marketing, Branding & Identity, Relationship Marketing, Content Strategy, Product Naming, Thought Leadership, Interactive Advertising, CRM, Direct Marketing, Mobile Marketing, Digital Media, Marketing Research, Strategic Partnerships, Leadership, Management Consulting, New Business Development, Online Marketing, Online Advertising, Segmentation
Education
Stanford University Graduate School of Business 1989 — 1991
MBA, Corporate Strategy, Marketing
TEFL Worldwide Prague
TEFL Certification with Distinction, Business English, (Distinction awarded only when merited)
Haverford College 1981 — 1985
BA, English
St. Paul's School
Diploma Cum Laude, Music, English Literature, French, Physics
Elisa Caron Elisa Caron's Wells Fargo Experience October 2012 - January 2013
Job Student
Industry Research
Experience
Wells Fargo October 2012 - January 2013
Self Employed June 2012 - September 2012
NewDelta Capital Partners February 2012 - June 2012
Marshfield Conservation Office July 2011 - April 2012
Mount Holyoke College September 2010 - May 2011
South Shore Habitat for Humanity June 2009 - August 2009
Goldman Environmental Consultants June 2008 - August 2008
Skills
Qualitative Research, Quantitative Analysis, Report Writing, Problem Solving, Project Implementation, Data Center, Market Research, Macroeconomics, Foreign Affairs, Foreign Policy Analysis
Education
Harvard Extension School 2013 — 2016
Pre-Medicine/Pre-Medical Studies
Mount Holyoke College 2007 — 2011
BA, International Relations, Economics, 3.87
Berlin School of Economics and Law 2010 — 2010
International Economics
Wells Fargo October 2012 - January 2013
Self Employed June 2012 - September 2012
NewDelta Capital Partners February 2012 - June 2012
Marshfield Conservation Office July 2011 - April 2012
Mount Holyoke College September 2010 - May 2011
South Shore Habitat for Humanity June 2009 - August 2009
Goldman Environmental Consultants June 2008 - August 2008
Skills
Qualitative Research, Quantitative Analysis, Report Writing, Problem Solving, Project Implementation, Data Center, Market Research, Macroeconomics, Foreign Affairs, Foreign Policy Analysis
Education
Harvard Extension School 2013 — 2016
Pre-Medicine/Pre-Medical Studies
Mount Holyoke College 2007 — 2011
BA, International Relations, Economics, 3.87
Berlin School of Economics and Law 2010 — 2010
International Economics
Ted Sparks's Wells Fargo Experience January 2007 - December 2010
Job President and CEO at TSG Consultancy, LLC
Industry Financial Services
Experience
TSG Consultancy, LLC January 2013 - Present
ECMCSolutions January 2011 - December 2013
Wells Fargo January 2007 - December 2010
Sallie Mae January 2000 - December 2007
Wells Fargo Bank January 1993 - December 1999
Skills
Risk Management, Software Documentation, Change Management, Mergers, Operations Management, Leadership, Sales Management, Marketing Management, Data Analysis, Financial Analysis, Skip Tracing, Project Management, Strategy, Mergers & Acquisitions, Management, Customer Service, Business Development, Banking, Strategic Planning, Loans, Financial Services, Team Building, Coaching, Program Management, Marketing, Executive Management, Product Development, Marketing Strategy, Business Planning, Team Management, Staff Development, Team Leadership, Sales, Process Improvement, Training, Customer Retention, Leadership Development, Finance, Credit, Employee Engagement, Vendor Management, Time Management, Budgets, CRM, Analysis, Business Analysis, Call Centers, Cross-functional Team..., Management Consulting, Start-ups
Education
Harvard University
Business Administration and Management, General
The University of Texas at Austin
Liberal Arts and Sciences, General Studies and Humanities
TSG Consultancy, LLC January 2013 - Present
ECMCSolutions January 2011 - December 2013
Wells Fargo January 2007 - December 2010
Sallie Mae January 2000 - December 2007
Wells Fargo Bank January 1993 - December 1999
Skills
Risk Management, Software Documentation, Change Management, Mergers, Operations Management, Leadership, Sales Management, Marketing Management, Data Analysis, Financial Analysis, Skip Tracing, Project Management, Strategy, Mergers & Acquisitions, Management, Customer Service, Business Development, Banking, Strategic Planning, Loans, Financial Services, Team Building, Coaching, Program Management, Marketing, Executive Management, Product Development, Marketing Strategy, Business Planning, Team Management, Staff Development, Team Leadership, Sales, Process Improvement, Training, Customer Retention, Leadership Development, Finance, Credit, Employee Engagement, Vendor Management, Time Management, Budgets, CRM, Analysis, Business Analysis, Call Centers, Cross-functional Team..., Management Consulting, Start-ups
Education
Harvard University
Business Administration and Management, General
The University of Texas at Austin
Liberal Arts and Sciences, General Studies and Humanities
Adam Krahn's Wells Fargo Experience September 2014 - January 2015
Job Vice President, Quicken Loans
Industry Financial Services
Experience
Quicken Loans January 2015 - Present
Wells Fargo September 2014 - January 2015
Wells Fargo July 2014 - September 2014
Consumer Financial Protection Bureau June 2012 - July 2014
Harvard University May 2009 - May 2012
UBS Investment Bank June 2011 - August 2011
Cold Stone Creamery February 2007 - August 2008
Skills
Stata, Research, Mandarin, Economics, R, PowerPoint, Microsoft Office, Spanish, Statistics, Econometrics, Public Speaking, Microsoft Excel, Social Media, Financial Modeling, Event Planning, JavaScript, LaTeX, Mac OS X, Visual Basic, Non-profits, Modeling, Nonprofits
Education
Harvard University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Quicken Loans January 2015 - Present
Wells Fargo September 2014 - January 2015
Wells Fargo July 2014 - September 2014
Consumer Financial Protection Bureau June 2012 - July 2014
Harvard University May 2009 - May 2012
UBS Investment Bank June 2011 - August 2011
Cold Stone Creamery February 2007 - August 2008
Skills
Stata, Research, Mandarin, Economics, R, PowerPoint, Microsoft Office, Spanish, Statistics, Econometrics, Public Speaking, Microsoft Excel, Social Media, Financial Modeling, Event Planning, JavaScript, LaTeX, Mac OS X, Visual Basic, Non-profits, Modeling, Nonprofits
Education
Harvard University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Jason Harkness's Wells Fargo Experience January 2013 - August 2014
Job Home Mortgage Consultant at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage August 2014 - Present
Wells Fargo January 2013 - August 2014
Wells Fargo January 2012 - January 2013
Holiday Inn Express February 2009 - April 2011
RuffaloCODY August 2006 - April 2007
Skills
Sales, Refinance, New Home Purchase, Mortgage Consulting, Mortgage Underwriting, Mortgage Lending, FHA Financing, Mortgage Industry, Consulting, Underwriting, VA Loans, Conventional Financing, Team Leadership, Sales Process, Credit Cards, Residential Mortgages, Customer Service, Public Administration, Mortgage Banking, History, Mortgage Compliance, Mortgage Servicing, Grass Roots Campaigns, Harp, HR Consulting, Public Policy, Credit Risk, Credit Analysis, Credit Card Debt, Telecommunications, Collections, Politics, HR Policies, Maintenance, Internet, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Hospitality, Fundraising, Policy Analysis, Banking, Outlook Express, Loss Mitigation, Call Centers, Finance, Leadership
Education
University of Northern Iowa 2009 — 2011
Bachelor of Science (BS), Public Administration
Hawkeye Community College 2008 — 2009
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Wells Fargo Home Mortgage August 2014 - Present
Wells Fargo January 2013 - August 2014
Wells Fargo January 2012 - January 2013
Holiday Inn Express February 2009 - April 2011
RuffaloCODY August 2006 - April 2007
Skills
Sales, Refinance, New Home Purchase, Mortgage Consulting, Mortgage Underwriting, Mortgage Lending, FHA Financing, Mortgage Industry, Consulting, Underwriting, VA Loans, Conventional Financing, Team Leadership, Sales Process, Credit Cards, Residential Mortgages, Customer Service, Public Administration, Mortgage Banking, History, Mortgage Compliance, Mortgage Servicing, Grass Roots Campaigns, Harp, HR Consulting, Public Policy, Credit Risk, Credit Analysis, Credit Card Debt, Telecommunications, Collections, Politics, HR Policies, Maintenance, Internet, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Hospitality, Fundraising, Policy Analysis, Banking, Outlook Express, Loss Mitigation, Call Centers, Finance, Leadership
Education
University of Northern Iowa 2009 — 2011
Bachelor of Science (BS), Public Administration
Hawkeye Community College 2008 — 2009
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Craig Wildrick Craig Wildrick's Wells Fargo Experience 2005 - 2006
Job Executive Consultant and Industry Advisor
Industry Management Consulting
Experience
Wildrick & Associates August 2015 - Present
Zions Bancorporation December 2011 - August 2015
Independent Consultant September 2011 - December 2011
Allonhill March 2011 - September 2011
TeleTech Loan Services October 2010 - March 2011
Aurora Bank 2006 - October 2010
Wells Fargo 2005 - 2006
Wells Fargo Bank 2002 - 2005
Proacsys, LLC 2000 - 2002
First Horizon Home Loans 1998 - 2000
Skills
Multi-Site Operations, Risk Management, High Performance Teams, Loans, Mortgage Lending, Change Management, Leadership, Management, Executive Management, Banking, Credit, Training, Finance, Financial Analysis, Portfolio Management, Strategy, Underwriting, Process Improvement, Operational Risk..., Mergers & Acquisitions, Contract Management, Financial Services, Process Engineering, Sales Management, Strategic Planning, Call Centers, Customer Service, Budgets, Loan Origination, Mortgage Banking, Technical Leadership, Outsourcing, Human Resources, Analysis, Start-ups, Coaching, Enterprise Software, Credit Risk, Credit Analysis, Due Diligence, Financial Risk, Loan Servicing
Education
Harvard University, John F. Kennedy School of Government 1977 — 1979
MPP, Public Policy
United States Military Academy at West Point 1969 — 1973
BS, Civil Engineering
Wildrick & Associates August 2015 - Present
Zions Bancorporation December 2011 - August 2015
Independent Consultant September 2011 - December 2011
Allonhill March 2011 - September 2011
TeleTech Loan Services October 2010 - March 2011
Aurora Bank 2006 - October 2010
Wells Fargo 2005 - 2006
Wells Fargo Bank 2002 - 2005
Proacsys, LLC 2000 - 2002
First Horizon Home Loans 1998 - 2000
Skills
Multi-Site Operations, Risk Management, High Performance Teams, Loans, Mortgage Lending, Change Management, Leadership, Management, Executive Management, Banking, Credit, Training, Finance, Financial Analysis, Portfolio Management, Strategy, Underwriting, Process Improvement, Operational Risk..., Mergers & Acquisitions, Contract Management, Financial Services, Process Engineering, Sales Management, Strategic Planning, Call Centers, Customer Service, Budgets, Loan Origination, Mortgage Banking, Technical Leadership, Outsourcing, Human Resources, Analysis, Start-ups, Coaching, Enterprise Software, Credit Risk, Credit Analysis, Due Diligence, Financial Risk, Loan Servicing
Education
Harvard University, John F. Kennedy School of Government 1977 — 1979
MPP, Public Policy
United States Military Academy at West Point 1969 — 1973
BS, Civil Engineering
James A Jones's Wells Fargo Experience 2000 - 2008
Job National Speaker, Author, Educator for Retirement Planning
Industry Financial Services
Experience
IRAeXchange.net July 2010 - Present
The Kingdom Trust Company July 2013 - July 2014
The Entrust Group 2010 - July 2012
Reliant Mortgage 2008 - 2010
Wells Fargo 2000 - 2008
Merrill Lynch 1994 - 2000
Skills
Investments, Private Placements, Options, Wealth Management, Joint Ventures, Retirement, Alternative Investments, Private Equity, Equities, Real Estate Economics, Real Estate Financing, Financial Structuring, Asset Managment, Valuation, Investment Strategies, Venture Capital, Financial Modeling, Investment Management, Loan Origination, Trading, Hedge Funds, Due Diligence, Fixed Income, Real Estate, Funding, Mortgage Lending, Portfolio Management, Investment Properties, Asset Management, Real Estate Transactions, IRAs, Financial Services, Investors, Strategic Financial..., Finance, Retirement Planning, Mutual Funds, Series 7, Capital Markets, Insurance, Loans, Business Development, Mergers & Acquisitions, Investment Advisory, Financial Advisory, Corporate Finance, Brokerage, Securities, Investor Relations, Derivatives
Education
Harvard University 1993 — 1995
Masters, Finance
IRAeXchange.net July 2010 - Present
The Kingdom Trust Company July 2013 - July 2014
The Entrust Group 2010 - July 2012
Reliant Mortgage 2008 - 2010
Wells Fargo 2000 - 2008
Merrill Lynch 1994 - 2000
Skills
Investments, Private Placements, Options, Wealth Management, Joint Ventures, Retirement, Alternative Investments, Private Equity, Equities, Real Estate Economics, Real Estate Financing, Financial Structuring, Asset Managment, Valuation, Investment Strategies, Venture Capital, Financial Modeling, Investment Management, Loan Origination, Trading, Hedge Funds, Due Diligence, Fixed Income, Real Estate, Funding, Mortgage Lending, Portfolio Management, Investment Properties, Asset Management, Real Estate Transactions, IRAs, Financial Services, Investors, Strategic Financial..., Finance, Retirement Planning, Mutual Funds, Series 7, Capital Markets, Insurance, Loans, Business Development, Mergers & Acquisitions, Investment Advisory, Financial Advisory, Corporate Finance, Brokerage, Securities, Investor Relations, Derivatives
Education
Harvard University 1993 — 1995
Masters, Finance
Bruce Kent Bruce Kent's Wells Fargo Experience November 2011 - Present
Job Crazy Creative and New Product Ambassador at Wells Fargo
Industry E-Learning
Experience
Wells Fargo November 2011 - Present
Wells Fargo Wealth Management Group February 2008 - April 2012
VitesseLearning, Inc. May 2003 - February 2007
Design Media 2007 - 2007
Bank of America 1998 - 2002
Arnowitz Studios 1994 - 1994
Skills
Instructional Design, Blended Learning, Performance Consulting, Needs Analysis, Training, Learning Management, E-Learning, Captivate, Training Delivery, Multimedia, Leadership, Instructor-led Training, Dreamweaver, Strategy, ADDIE, CRM, Learning Management..., Project Management
Education
Harvard University 1968 — 1975
Bachelor's degree, Education and Social Psychology
San Francisco State University
Wells Fargo November 2011 - Present
Wells Fargo Wealth Management Group February 2008 - April 2012
VitesseLearning, Inc. May 2003 - February 2007
Design Media 2007 - 2007
Bank of America 1998 - 2002
Arnowitz Studios 1994 - 1994
Skills
Instructional Design, Blended Learning, Performance Consulting, Needs Analysis, Training, Learning Management, E-Learning, Captivate, Training Delivery, Multimedia, Leadership, Instructor-led Training, Dreamweaver, Strategy, ADDIE, CRM, Learning Management..., Project Management
Education
Harvard University 1968 — 1975
Bachelor's degree, Education and Social Psychology
San Francisco State University
Danny Haile's Wells Fargo Experience June 2004 - September 2004
Job Motivated Teamplayer & Creative Problem Solver Seeking Growth Opportunities
Industry Marketing and Advertising
Experience
J.Crew December 2010 - May 2014
Gap Inc./Banana Republic February 2008 - October 2009
J.Crew March 2007 - February 2008
BECKER CONSULTING, INC October 2006 - February 2007
The Columbia Bank October 2001 - August 2006
Wells Fargo June 2004 - September 2004
Skills
Market Research, Marketing, Analysis, Management, Sales Management, Merchandising, Program Management
Education
Harvard University 2000 — 2005
B.A, Economics
Harvard University 2000 — 2005
Bachelor of Arts (B.A.), Economics
J.Crew December 2010 - May 2014
Gap Inc./Banana Republic February 2008 - October 2009
J.Crew March 2007 - February 2008
BECKER CONSULTING, INC October 2006 - February 2007
The Columbia Bank October 2001 - August 2006
Wells Fargo June 2004 - September 2004
Skills
Market Research, Marketing, Analysis, Management, Sales Management, Merchandising, Program Management
Education
Harvard University 2000 — 2005
B.A, Economics
Harvard University 2000 — 2005
Bachelor of Arts (B.A.), Economics
Jason Peters Jason Peters's Wells Fargo Experience January 2003 - January 2009
Job Mortgage Lending Manager, Senior Vice President at Arvest Bank
Industry Financial Services
Experience
Arvest Bank September 2013 - Present
Wells Fargo Home Mortgage August 2011 - September 2013
Wells Fargo Home Mortgage January 2009 - August 2011
Wells Fargo January 2003 - January 2009
Wells Fargo Financial May 1997 - January 2003
Wells Fargo Financial May 1995 - May 1995
Skills
Loans, Finance, Sales, Banking, Customer Service, Mortgage Lending, Management, Credit, Investments, Recruiting, Portfolio Management, Training, Selling, Underwriting, Marketing, Sales Management, Loan Origination, Sales Operations, Cross Selling, Mortgage Banking, Refinance, Reverse Mortgages, Consumer Lending, Financial Services, Loan Servicing, Residential Mortgages, Credit Analysis, FHA, Commercial Lending, VA loans, VA Loans
Education
Hastings College 1991 — 1995
BA, Finance / Accounting
millard north
Arvest Bank September 2013 - Present
Wells Fargo Home Mortgage August 2011 - September 2013
Wells Fargo Home Mortgage January 2009 - August 2011
Wells Fargo January 2003 - January 2009
Wells Fargo Financial May 1997 - January 2003
Wells Fargo Financial May 1995 - May 1995
Skills
Loans, Finance, Sales, Banking, Customer Service, Mortgage Lending, Management, Credit, Investments, Recruiting, Portfolio Management, Training, Selling, Underwriting, Marketing, Sales Management, Loan Origination, Sales Operations, Cross Selling, Mortgage Banking, Refinance, Reverse Mortgages, Consumer Lending, Financial Services, Loan Servicing, Residential Mortgages, Credit Analysis, FHA, Commercial Lending, VA loans, VA Loans
Education
Hastings College 1991 — 1995
BA, Finance / Accounting
millard north
Timothy Solberg, CFA Timothy Solberg, CFA's Wells Fargo Experience 1985 - 1986
Job Board Director to build trauma and critical care hospital
Industry Financial Services
Experience
Project Medishare for Haiti October 2013 - Present
Columbia College Chicago September 2011 - May 2014
City National Asset Management January 2011 - May 2013
CCM Advisors LLC March 2001 - December 2010
Hewitt Associates 1989 - 2001
SEI 1986 - 1989
Wells Fargo 1985 - 1986
Mellon Bank 1982 - 1984
Skills
Investment Management, Financial Analysis, Investment Advisory, Derivatives, Series 63, Banking, Series 7, Series 25, Mutual Funds, Asset Allocation, Due diligence, Finance, Mergers, Mergers & Acquisitions, Economics, Financial Services, Financial Advisory, Securities, Bonds, Wealth Management, Strategy, Funding, Credit, Risk Management, Retirement, Pensions, Fund Of Funds, Financial Risk, Institutional..., Cash Flow, Portfolio Optimization, Nonprofits, Financial Modeling, Emerging Markets, Corporate Finance, Public Speaking, Strategic Financial..., Financial Markets, Relationship Management, Credit Analysis, Treasury Management, Loans, Strategic Planning, Policy, Project Finance, Due Diligence, Asset Management, Investments, Portfolio Management, Equities
Education
The University of Chicago Booth School of Business 1979 — 1982
Master of Business Administration (M.B.A.), Finance, General
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Finance
Harvard University
Bachelor of Arts (B.A.), Cum Laude in Economics
Project Medishare for Haiti October 2013 - Present
Columbia College Chicago September 2011 - May 2014
City National Asset Management January 2011 - May 2013
CCM Advisors LLC March 2001 - December 2010
Hewitt Associates 1989 - 2001
SEI 1986 - 1989
Wells Fargo 1985 - 1986
Mellon Bank 1982 - 1984
Skills
Investment Management, Financial Analysis, Investment Advisory, Derivatives, Series 63, Banking, Series 7, Series 25, Mutual Funds, Asset Allocation, Due diligence, Finance, Mergers, Mergers & Acquisitions, Economics, Financial Services, Financial Advisory, Securities, Bonds, Wealth Management, Strategy, Funding, Credit, Risk Management, Retirement, Pensions, Fund Of Funds, Financial Risk, Institutional..., Cash Flow, Portfolio Optimization, Nonprofits, Financial Modeling, Emerging Markets, Corporate Finance, Public Speaking, Strategic Financial..., Financial Markets, Relationship Management, Credit Analysis, Treasury Management, Loans, Strategic Planning, Policy, Project Finance, Due Diligence, Asset Management, Investments, Portfolio Management, Equities
Education
The University of Chicago Booth School of Business 1979 — 1982
Master of Business Administration (M.B.A.), Finance, General
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Finance
Harvard University
Bachelor of Arts (B.A.), Cum Laude in Economics
Christine Russell Christine Russell's Wells Fargo Experience February 2012 - April 2013
Job LAM at WorldWide Integrated Supply Chain Solutions
Industry Marketing and Advertising
Experience
WorldWide Integrated Supply Chain Solutions January 2014 - Present
Access Trucks June 2013 - January 2014
Wells Fargo February 2012 - April 2013
Skills
Customer Service, Insurance, Loans, FHA, Sales, Leadership, Budgets, Sales Management, Investments, Account Management, Customer Satisfaction, Contract Negotiation, Salesforce.com, Cold Calling, Selling, Financial Analysis, Management, Training, Team Leadership, Project Planning, Negotiation, Mortgage Lending, Strategic Planning, Human Resources, Small Business, Business Development, Project Management, Change Management, New Business Development, Refinance, Team Building, Residential Homes, Credit, Process Improvement, Marketing, Real Estate, Banking, Forecasting, Direct Sales, Coaching, Marketing Strategy, CRM, Advertising
Education
Hawkeye Community College 1991 — 1993
WorldWide Integrated Supply Chain Solutions January 2014 - Present
Access Trucks June 2013 - January 2014
Wells Fargo February 2012 - April 2013
Skills
Customer Service, Insurance, Loans, FHA, Sales, Leadership, Budgets, Sales Management, Investments, Account Management, Customer Satisfaction, Contract Negotiation, Salesforce.com, Cold Calling, Selling, Financial Analysis, Management, Training, Team Leadership, Project Planning, Negotiation, Mortgage Lending, Strategic Planning, Human Resources, Small Business, Business Development, Project Management, Change Management, New Business Development, Refinance, Team Building, Residential Homes, Credit, Process Improvement, Marketing, Real Estate, Banking, Forecasting, Direct Sales, Coaching, Marketing Strategy, CRM, Advertising
Education
Hawkeye Community College 1991 — 1993
Zachary Blatteis Zachary Blatteis's Wells Fargo Experience January 2009 - January 2011
Job Leasing Executive at Weingarten Realty Investors
Industry Real Estate
Experience
Weingarten Realty Investors May 2014 - Present
Blatteis Realty Co., Inc. January 2011 - April 2014
Wells Fargo January 2009 - January 2011
Retail Brokers, Inc. January 2007 - January 2009
Sperry Van Ness August 2006 - January 2007
Marcus & Millichap May 2006 - August 2006
Skills
Tenant Representation, Disposition, Brokerage, Tenant, Location Intelligence, Negotiation, Sales, Commercial Real Estate, Property, Property Management, Portfolio Management, Leases, Corporate Real Estate, Investment Properties, Real Estate, Lease Negotiations, Real Estate Development, Shopping Centers, Real Estate Transactions, Real Estate Economics, Real Property, Landlords, Lease Administration, Investments
Education
Sonoma State University 2004 — 2006
BS, Business
Hawaii Pacific University 2002 — 2004
Bachelor of Science, Business
Bishop O'Dowd 1998 — 2002
HS Diploma
Weingarten Realty Investors May 2014 - Present
Blatteis Realty Co., Inc. January 2011 - April 2014
Wells Fargo January 2009 - January 2011
Retail Brokers, Inc. January 2007 - January 2009
Sperry Van Ness August 2006 - January 2007
Marcus & Millichap May 2006 - August 2006
Skills
Tenant Representation, Disposition, Brokerage, Tenant, Location Intelligence, Negotiation, Sales, Commercial Real Estate, Property, Property Management, Portfolio Management, Leases, Corporate Real Estate, Investment Properties, Real Estate, Lease Negotiations, Real Estate Development, Shopping Centers, Real Estate Transactions, Real Estate Economics, Real Property, Landlords, Lease Administration, Investments
Education
Sonoma State University 2004 — 2006
BS, Business
Hawaii Pacific University 2002 — 2004
Bachelor of Science, Business
Bishop O'Dowd 1998 — 2002
HS Diploma
Sarah McClintock Sarah McClintock's Wells Fargo Experience July 2013 - Present
Job Senior Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2013 - Present
Merrion Structured Investments 2013 - July 2013
Gerson Lehrman Group 2012 - July 2013
HSBC Securities 2010 - 2011
HSBC Securities 2007 - 2010
HSBC Securities 2005 - 2007
HSBC Securities 2001 - 2005
Credit Agricole CIB 1997 - 2001
PNC Bank 1991 - 1997
The Bank of New York 1984 - 1991
Skills
Credit Analysis, Relationship Development, Product Development, Corporate Finance, Financial Analysis, Credit, Cash Management, Risk Management, Alternative Investments, Asset Allocation, Asset Managment, Banking, Bloomberg, Bonds, Business Analysis, Business Development, Business Strategy, CRM, Capital Markets, Commercial Banking, Commercial Lending, Finance, Financial Structuring, Fixed Income, Loans, Relationship Management, Structured Finance, Equities, Financial Services, Investment Banking, Portfolio Management
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Union College 1974 — 1978
BS, Mandarin and Psychology
Harvard University
Economics and International Finance
Wells Fargo July 2013 - Present
Merrion Structured Investments 2013 - July 2013
Gerson Lehrman Group 2012 - July 2013
HSBC Securities 2010 - 2011
HSBC Securities 2007 - 2010
HSBC Securities 2005 - 2007
HSBC Securities 2001 - 2005
Credit Agricole CIB 1997 - 2001
PNC Bank 1991 - 1997
The Bank of New York 1984 - 1991
Skills
Credit Analysis, Relationship Development, Product Development, Corporate Finance, Financial Analysis, Credit, Cash Management, Risk Management, Alternative Investments, Asset Allocation, Asset Managment, Banking, Bloomberg, Bonds, Business Analysis, Business Development, Business Strategy, CRM, Capital Markets, Commercial Banking, Commercial Lending, Finance, Financial Structuring, Fixed Income, Loans, Relationship Management, Structured Finance, Equities, Financial Services, Investment Banking, Portfolio Management
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Union College 1974 — 1978
BS, Mandarin and Psychology
Harvard University
Economics and International Finance
Mike Sonnenburg, CIPM Mike Sonnenburg, CIPM's Wells Fargo Experience May 2004 - April 2006
Job Senior Principal Consultant at ACA Performance Services
Industry Financial Services
Experience
ACA Performance Services September 2009 - Present
ACA Compliance Group May 2008 - September 2009
ACA Compliance Group April 2006 - May 2008
Wells Fargo May 2004 - April 2006
Skills
Microsoft Office, IT Operations, Performance Measurement, Hedge Funds, Portfolio Management, Investment Management, Data Analysis, Management, Risk Management, Investments, Fixed Income, CRM, Analysis, Asset Management, Financial Analysis, Financial Services, Equities
Education
Haslam College of Business at the University of Tennessee 2000 — 2004
BSBA, Operations Management
The Baylor School 1996 — 2000
High School
ACA Performance Services September 2009 - Present
ACA Compliance Group May 2008 - September 2009
ACA Compliance Group April 2006 - May 2008
Wells Fargo May 2004 - April 2006
Skills
Microsoft Office, IT Operations, Performance Measurement, Hedge Funds, Portfolio Management, Investment Management, Data Analysis, Management, Risk Management, Investments, Fixed Income, CRM, Analysis, Asset Management, Financial Analysis, Financial Services, Equities
Education
Haslam College of Business at the University of Tennessee 2000 — 2004
BSBA, Operations Management
The Baylor School 1996 — 2000
High School
Menekse Gencer's Wells Fargo Experience June 2005 - November 2006
Job Strategy & Business Development Senior Executive Digital Innovation in Financial Services and Mobile Payments
Industry Financial Services
Experience
Deloitte March 2015 - Present
mPay Connect - a Mobile Payments Consulting Service October 2008 - Present
PayPal January 2007 - September 2008
Wells Fargo June 2005 - November 2006
Gateway March 2003 - September 2004
AMD June 2002 - March 2003
Penguin Computing - Linux Server Company March 2001 - October 2001
Vistify - Tablet-based online grocery delivery service June 1999 - November 2000
PricewaterhouseCoopers September 1998 - October 1999
Merrill Lynch International (Telecom & Media Group) June 1997 - August 1997
Skills
Mobile Payments, Mobile Money, Mobile Financial..., Product Planning, Mobile, Alliances, Start-ups, Mobile Banking, Business Strategy, Business Development, Business Modeling, Business Alliances, Go-to-market Strategy, Strategy, Product Management, Product Marketing, Enterprise Software, Cross-functional Team..., Mobile Technology, Strategic Partnerships, Telecommunications, Business Planning, Mobile Commerce, Executive Management, Wireless, Mergers, Mobile Communications, Thought Leadership, Strategic Planning, Finance, NFC, Strategic Consulting, Banking, Financial Services, Lead Generation, Management, Mergers, Mobile Devices, Payments, Product Development, Product Launch, Social Impact, Leadership, Consulting, Sales
Education
Harvard University 1989 — 1993
BA, Graduated with Honors in Macroeconomics
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Strategic Management
Deloitte March 2015 - Present
mPay Connect - a Mobile Payments Consulting Service October 2008 - Present
PayPal January 2007 - September 2008
Wells Fargo June 2005 - November 2006
Gateway March 2003 - September 2004
AMD June 2002 - March 2003
Penguin Computing - Linux Server Company March 2001 - October 2001
Vistify - Tablet-based online grocery delivery service June 1999 - November 2000
PricewaterhouseCoopers September 1998 - October 1999
Merrill Lynch International (Telecom & Media Group) June 1997 - August 1997
Skills
Mobile Payments, Mobile Money, Mobile Financial..., Product Planning, Mobile, Alliances, Start-ups, Mobile Banking, Business Strategy, Business Development, Business Modeling, Business Alliances, Go-to-market Strategy, Strategy, Product Management, Product Marketing, Enterprise Software, Cross-functional Team..., Mobile Technology, Strategic Partnerships, Telecommunications, Business Planning, Mobile Commerce, Executive Management, Wireless, Mergers, Mobile Communications, Thought Leadership, Strategic Planning, Finance, NFC, Strategic Consulting, Banking, Financial Services, Lead Generation, Management, Mergers, Mobile Devices, Payments, Product Development, Product Launch, Social Impact, Leadership, Consulting, Sales
Education
Harvard University 1989 — 1993
BA, Graduated with Honors in Macroeconomics
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Strategic Management
Chuck Alexander Chuck Alexander's Wells Fargo Experience 2005 - Present
Job Vice PresidentWells Fargo Corporate Properties Group
Industry Real Estate
Experience
Wells Fargo 2005 - Present
Wells Real Estate Funds 2003 - 2005
AT&T 1993 - 2003
Skills
Asset Management, Financial Analysis, Strategic Planning, Real Estate, Negotiation, Real Estate Transactions, Real Estate Development, Contract Negotiation, Investment Properties, Strategy, Contract Management, Investments, Facilities Management, New Business Development, Commercial Real Estate, Leases, Budgets, Property Management, Portfolio Management, Asset Managment, Marketing, Management, Due Diligence, Valuation, Sales, Real Estate Economics, Business Development, Brokerage, Corporate Real Estate, Disposition
Education
Harvard University Kennedy School of Government 1979 — 1981
Master of City and Regional Planning
Princeton University 1975 — 1979
BA-Political Science
Wells Fargo 2005 - Present
Wells Real Estate Funds 2003 - 2005
AT&T 1993 - 2003
Skills
Asset Management, Financial Analysis, Strategic Planning, Real Estate, Negotiation, Real Estate Transactions, Real Estate Development, Contract Negotiation, Investment Properties, Strategy, Contract Management, Investments, Facilities Management, New Business Development, Commercial Real Estate, Leases, Budgets, Property Management, Portfolio Management, Asset Managment, Marketing, Management, Due Diligence, Valuation, Sales, Real Estate Economics, Business Development, Brokerage, Corporate Real Estate, Disposition
Education
Harvard University Kennedy School of Government 1979 — 1981
Master of City and Regional Planning
Princeton University 1975 — 1979
BA-Political Science
Jon Berlin's Wells Fargo Experience 2013 - Present
Job Senior Vice President, Strategy, Analytics, and Customer Experience (Small Business) at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2013 - Present
Wells Fargo 2007 - December 2012
Wells Fargo 2005 - 2007
Wells Fargo 2003 - 2005
Wells Fargo 2001 - 2003
Mitchell Madison Group 2000 - 2001
Mitchell Madison Group 1997 - 2000
Charles River Associates 1992 - 1995
Skills
Financial Services, Analytics, Segmentation, Business Strategy, Management Consulting, CRM, Strategy, Change Management, Portfolio Management, Market Research, Management, Marketing Management, Strategic Planning, Cross-functional Team..., Consulting, Leadership, Marketing Strategy
Education
Stanford University Graduate School of Business 1995 — 1997
MBA
Harvard University 1988 — 1992
BA, Economics (magna cum laude)
Wells Fargo 2013 - Present
Wells Fargo 2007 - December 2012
Wells Fargo 2005 - 2007
Wells Fargo 2003 - 2005
Wells Fargo 2001 - 2003
Mitchell Madison Group 2000 - 2001
Mitchell Madison Group 1997 - 2000
Charles River Associates 1992 - 1995
Skills
Financial Services, Analytics, Segmentation, Business Strategy, Management Consulting, CRM, Strategy, Change Management, Portfolio Management, Market Research, Management, Marketing Management, Strategic Planning, Cross-functional Team..., Consulting, Leadership, Marketing Strategy
Education
Stanford University Graduate School of Business 1995 — 1997
MBA
Harvard University 1988 — 1992
BA, Economics (magna cum laude)
Eric McVey Eric McVey's Wells Fargo Experience April 2006 - February 2008
Job Regional Chief Information Officer/Chief Technology Officer at Department of the Interior
Industry Government Administration
Experience
Department of the Interior/U.S Fish and Wildlife Service August 2014 - Present
USDA August 2011 - August 2014
USDA June 2010 - August 2011
National Center for Animal Health February 2008 - February 2011
Wells Fargo April 2006 - February 2008
Cuppy's Coffee & More 2008 - 2008
Deere & Co. Inc January 2001 - April 2006
US Naval Security Group 1988 - 2001
US Navy January 1988 - December 2000
Skills
SharePoint, Visio, CISSP, SQL, Network Security, Active Directory, Software Documentation, Security, Access, System Administration, Program Management, Requirements Analysis, Process Improvement, Disaster Recovery, Team Leadership, Project Management
Education
Iowa State University 2006 — 2007
Grad Cert, Information Assurance
Hawaii Pacific University 1998 — 2001
MS, Information Systems
Iowa State University 1992 — 1994
BA, Russian
University of Maryland College Park 1989 — 1990
AA, General - U of M European Campus
Department of the Interior/U.S Fish and Wildlife Service August 2014 - Present
USDA August 2011 - August 2014
USDA June 2010 - August 2011
National Center for Animal Health February 2008 - February 2011
Wells Fargo April 2006 - February 2008
Cuppy's Coffee & More 2008 - 2008
Deere & Co. Inc January 2001 - April 2006
US Naval Security Group 1988 - 2001
US Navy January 1988 - December 2000
Skills
SharePoint, Visio, CISSP, SQL, Network Security, Active Directory, Software Documentation, Security, Access, System Administration, Program Management, Requirements Analysis, Process Improvement, Disaster Recovery, Team Leadership, Project Management
Education
Iowa State University 2006 — 2007
Grad Cert, Information Assurance
Hawaii Pacific University 1998 — 2001
MS, Information Systems
Iowa State University 1992 — 1994
BA, Russian
University of Maryland College Park 1989 — 1990
AA, General - U of M European Campus
Caitlin Scharper Caitlin Scharper's Wells Fargo Experience August 2013 - Present
Job Bank Teller at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2013 - Present
Mercy Medical Center August 2011 - August 2013
Rockwell Collins June 2012 - August 2012
Adventureland Parks June 2011 - August 2011
Skills
SVT, Microsoft Office, Microsoft Excel, Microsoft Word, Cash Register, Cashiering, Customer Service, Customer Experience, PowerPoint, Social Media, Accurate Data Entry, Time Management, Flexible Schedule, Troubleshooting, Sales, Public Speaking
Education
University of Northern Iowa 2015 — 2017
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Hawkeye Community College 2013 — 2015
Associate of Arts (A.A.), Business Administration and Management, General
Wells Fargo August 2013 - Present
Mercy Medical Center August 2011 - August 2013
Rockwell Collins June 2012 - August 2012
Adventureland Parks June 2011 - August 2011
Skills
SVT, Microsoft Office, Microsoft Excel, Microsoft Word, Cash Register, Cashiering, Customer Service, Customer Experience, PowerPoint, Social Media, Accurate Data Entry, Time Management, Flexible Schedule, Troubleshooting, Sales, Public Speaking
Education
University of Northern Iowa 2015 — 2017
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Hawkeye Community College 2013 — 2015
Associate of Arts (A.A.), Business Administration and Management, General
John Michael Major John Michael Major's Wells Fargo Experience September 2010 - January 2011
Job Mortgage Loan Officer at Pulaski Bank Home Lending
Industry Real Estate
Experience
Pulaski Bank Home Lending July 2015 - Present
Gretna Soccer Club June 2015 - Present
Independent Insurance Agent March 2011 - Present
Life Time Fitness August 2013 - June 2015
Elkhorn Soccer Club February 2012 - March 2015
Wells Fargo September 2010 - January 2011
Wells Fargo August 2008 - July 2010
Skills
Insurance, Sales, Disability Insurance, Life Insurance, Leadership, Fixed Annuities, Term Life Insurance, Retirement Planning, Long-term Care, Health Insurance, Sales Management, Retirement, Commercial Insurance, Coaching, Training & Development
Education
Hastings College 2004 — 2008
Bachelor's, Marketing, Advertising/Public Relations
Westside High School 2000 — 2004
Diploma
Swanson Elementary
Pulaski Bank Home Lending July 2015 - Present
Gretna Soccer Club June 2015 - Present
Independent Insurance Agent March 2011 - Present
Life Time Fitness August 2013 - June 2015
Elkhorn Soccer Club February 2012 - March 2015
Wells Fargo September 2010 - January 2011
Wells Fargo August 2008 - July 2010
Skills
Insurance, Sales, Disability Insurance, Life Insurance, Leadership, Fixed Annuities, Term Life Insurance, Retirement Planning, Long-term Care, Health Insurance, Sales Management, Retirement, Commercial Insurance, Coaching, Training & Development
Education
Hastings College 2004 — 2008
Bachelor's, Marketing, Advertising/Public Relations
Westside High School 2000 — 2004
Diploma
Swanson Elementary
Jamie Dykstra's Wells Fargo Experience December 2014 - Present
Job Business Process Specialist at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo December 2014 - Present
Wells Fargo September 2013 - December 2014
Wells Fargo August 2012 - September 2013
Veridian Credit Union December 2010 - August 2012
Veridian Credit Union August 2010 - December 2010
Skills
Cross-functional Team..., Loss Mitigation, HUD Foreclosures, Finance, Financial Analysis, Team Leadership, Strategic Communications, Loan Modifications, Risk Management, Microsoft Excel, Customer Service, Access, Outlook, Databases, Microsoft Office, FHA financing
Education
University of Northern Iowa 2009 — 2011
Bachelor of Arts (B.A.), Communication, General
Hawkeye Community College 2007 — 2009
Associate of Arts (A.A.), General Studies
Wells Fargo December 2014 - Present
Wells Fargo September 2013 - December 2014
Wells Fargo August 2012 - September 2013
Veridian Credit Union December 2010 - August 2012
Veridian Credit Union August 2010 - December 2010
Skills
Cross-functional Team..., Loss Mitigation, HUD Foreclosures, Finance, Financial Analysis, Team Leadership, Strategic Communications, Loan Modifications, Risk Management, Microsoft Excel, Customer Service, Access, Outlook, Databases, Microsoft Office, FHA financing
Education
University of Northern Iowa 2009 — 2011
Bachelor of Arts (B.A.), Communication, General
Hawkeye Community College 2007 — 2009
Associate of Arts (A.A.), General Studies
David Pilz David Pilz's Wells Fargo Experience May 2005 - July 2007
Job M.Arch I Candidate at Harvard Graduate School of Design
Industry Architecture & Planning
Experience
Tides May 2010 - April 2012
Tides December 2008 - April 2010
Tides December 2007 - December 2008
Wells Fargo May 2005 - July 2007
Provident Funding Associates L.P. July 2003 - May 2005
Skills
Philanthropy, Financial Modeling, Managerial Finance, Financial Analysis, Financial Reporting, Non-profits, GAAP, Financial Accounting, Grants, Strategic Planning, Nonprofits, Fundraising, Microsoft Excel, Finance, Budgets, Financial Statements, Analysis, Accounting, Financial Services, Business Intelligence, Cash Flow, Internal Controls
Education
Harvard University Graduate School of Design 2014 — 2018
Master of Architecture (M.Arch.), Architecture
University of California, San Diego 1997 — 2001
BA, Economics
Tides May 2010 - April 2012
Tides December 2008 - April 2010
Tides December 2007 - December 2008
Wells Fargo May 2005 - July 2007
Provident Funding Associates L.P. July 2003 - May 2005
Skills
Philanthropy, Financial Modeling, Managerial Finance, Financial Analysis, Financial Reporting, Non-profits, GAAP, Financial Accounting, Grants, Strategic Planning, Nonprofits, Fundraising, Microsoft Excel, Finance, Budgets, Financial Statements, Analysis, Accounting, Financial Services, Business Intelligence, Cash Flow, Internal Controls
Education
Harvard University Graduate School of Design 2014 — 2018
Master of Architecture (M.Arch.), Architecture
University of California, San Diego 1997 — 2001
BA, Economics
Patrick Arnold's Wells Fargo Experience July 2012 - July 2014
Job Associate, Golub Capital
Industry Financial Services
Experience
Golub Capital August 2015 - Present
Golub Capital July 2014 - July 2015
Wells Fargo July 2012 - July 2014
Wells Fargo June 2011 - August 2011
Citigroup June 2010 - August 2010
Skills
Financial Analysis, Sales, Investments, Valuation, Mergers & Acquisitions, Microsoft Office, Data Analysis, Microsoft Excel, Financial Modeling, Leadership, Portfolio Management, Finance, Economics
Education
Harvard University 2008 — 2012
Lakeville North High School 2005 — 2008
Golub Capital August 2015 - Present
Golub Capital July 2014 - July 2015
Wells Fargo July 2012 - July 2014
Wells Fargo June 2011 - August 2011
Citigroup June 2010 - August 2010
Skills
Financial Analysis, Sales, Investments, Valuation, Mergers & Acquisitions, Microsoft Office, Data Analysis, Microsoft Excel, Financial Modeling, Leadership, Portfolio Management, Finance, Economics
Education
Harvard University 2008 — 2012
Lakeville North High School 2005 — 2008
Andrea Liu's Wells Fargo Experience October 2014 - May 2015
Job M&A Summer Analyst at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group June 2015 - August 2015
Wells Fargo October 2014 - May 2015
Behavioral Insights Group - Harvard Business School September 2013 - February 2015
West Monroe Partners June 2014 - August 2014
Argopoint LLC February 2014 - May 2014
Trademark Tours September 2012 - May 2014
SPARKS Companies, Inc. June 2013 - August 2013
Pun Lab - Department of Bioengineering, University of Washington June 2011 - August 2011
Education
Harvard University 2012 — 2016
A.B., Psychology and Economics
Skyline High School 2009 — 2012
International Baccalaureate Diploma, Bilingual Diploma in Mandarin
The Blackstone Group June 2015 - August 2015
Wells Fargo October 2014 - May 2015
Behavioral Insights Group - Harvard Business School September 2013 - February 2015
West Monroe Partners June 2014 - August 2014
Argopoint LLC February 2014 - May 2014
Trademark Tours September 2012 - May 2014
SPARKS Companies, Inc. June 2013 - August 2013
Pun Lab - Department of Bioengineering, University of Washington June 2011 - August 2011
Education
Harvard University 2012 — 2016
A.B., Psychology and Economics
Skyline High School 2009 — 2012
International Baccalaureate Diploma, Bilingual Diploma in Mandarin
Veejay Jadhaw's Wells Fargo Experience 2006 - 2007
Job CTO • Distinguished Technologist • Digital Transformation & Innovations • R&D Head • 5 US Patents • Financial Services
Industry Computer Software
Experience
SAP 2013 - Present
Misys 2009 - 2013
Microsoft 2008 - 2009
Microsoft 2007 - 2008
Wells Fargo 2006 - 2007
ING 2004 - 2006
Travelers 2000 - 2004
Target 1997 - 2000
Skills
Cloud Computing, Enterprise Software, SaaS, CRM, Business Intelligence, Management, Leadership, Integration, Program Management, Process Improvement, SOA, Product Development, Product Management, Solution Architecture, Enterprise Architecture, P&L Management, Financial Services, Software Development, Business Development, TOGAF, Software Engineering, Portfolio Management, Portfolio Optimization, Application Architecture, PaaS, Offshoring, Capital Markets, Investment Banking, Retail Banking, Distributed Systems, Insurance, Entrepreneurship, Mergers & Acquisitions, Strategy, Business Analysis, SDLC, Quality Engineering, Organization..., Merger and Acquisitions, Portfolio Strategy, Online Product..., Distributed..., Insurance Solutions, Financial Sector, Financial Services..., Change Management, Business Transformation, CTO, Strategic M&A, Digital Strategy
Education
Harvard University
Innovation & Change Management Post Gradute Certificate, Post Graduate Management Program
Minnesota State University
Master of Business Administration (M.B.A.), Finance
Minnesota State University
Bachelor's Degree, Computer Science
SAP 2013 - Present
Misys 2009 - 2013
Microsoft 2008 - 2009
Microsoft 2007 - 2008
Wells Fargo 2006 - 2007
ING 2004 - 2006
Travelers 2000 - 2004
Target 1997 - 2000
Skills
Cloud Computing, Enterprise Software, SaaS, CRM, Business Intelligence, Management, Leadership, Integration, Program Management, Process Improvement, SOA, Product Development, Product Management, Solution Architecture, Enterprise Architecture, P&L Management, Financial Services, Software Development, Business Development, TOGAF, Software Engineering, Portfolio Management, Portfolio Optimization, Application Architecture, PaaS, Offshoring, Capital Markets, Investment Banking, Retail Banking, Distributed Systems, Insurance, Entrepreneurship, Mergers & Acquisitions, Strategy, Business Analysis, SDLC, Quality Engineering, Organization..., Merger and Acquisitions, Portfolio Strategy, Online Product..., Distributed..., Insurance Solutions, Financial Sector, Financial Services..., Change Management, Business Transformation, CTO, Strategic M&A, Digital Strategy
Education
Harvard University
Innovation & Change Management Post Gradute Certificate, Post Graduate Management Program
Minnesota State University
Master of Business Administration (M.B.A.), Finance
Minnesota State University
Bachelor's Degree, Computer Science
Ana Gamez's Wells Fargo Experience 2005 - 2007
Job Business Developer at Triumph Business Development
Industry Marketing and Advertising
Experience
Triumph Business Development June 2010 - Present
New York Life Insurance Company 2014 - 2014
Bay Area Glass & Mirror June 2010 - January 2011
Wells Fargo 2005 - 2007
Skills
Team Leadership, Leadership, Team Building, Branding & Identity, Corporate Branding, Company Liaison, Business Development, New Business Development, Sales, Business Strategy, Relationship Management, Marketing Strategy, Identifying Process..., Customer Service, Identifying Trends, Identifying Sales..., Identifying Client Needs, Marketing Material..., Identifying New..., Sales Presentations, Cold Calling, Demographics, Management, Retail Sales, Sales Management, Cross Selling, Presentation Coaching, Hands-on Training, Wellness Coaching, Demographic Profiling, Coaching Staff, Highly detail oriented, Conflict Resolution, Presentations, Cash Management, Microsoft Excel, Deposits, Confidentiality, Designs, Commercial Banking, Retail Banking, Banking, Retail, Cash
Education
Heald College
Accounting and Business/Management
Triumph Business Development June 2010 - Present
New York Life Insurance Company 2014 - 2014
Bay Area Glass & Mirror June 2010 - January 2011
Wells Fargo 2005 - 2007
Skills
Team Leadership, Leadership, Team Building, Branding & Identity, Corporate Branding, Company Liaison, Business Development, New Business Development, Sales, Business Strategy, Relationship Management, Marketing Strategy, Identifying Process..., Customer Service, Identifying Trends, Identifying Sales..., Identifying Client Needs, Marketing Material..., Identifying New..., Sales Presentations, Cold Calling, Demographics, Management, Retail Sales, Sales Management, Cross Selling, Presentation Coaching, Hands-on Training, Wellness Coaching, Demographic Profiling, Coaching Staff, Highly detail oriented, Conflict Resolution, Presentations, Cash Management, Microsoft Excel, Deposits, Confidentiality, Designs, Commercial Banking, Retail Banking, Banking, Retail, Cash
Education
Heald College
Accounting and Business/Management
Robert Roland Correa Jr Robert Roland Correa Jr's Wells Fargo Experience February 2003 - June 2004
Job Business Development Consultant
Industry Medical Devices
Experience
BTL Aesthetics July 2015 - Present
BTL Aesthetics June 2015 - Present
Paychex June 2009 - June 2014
Rels Title July 2004 - February 2009
Wells Fargo February 2003 - June 2004
Skills
Sales cyle, Closing, 2nd and 3rd level..., Payroll, Small Business, Employee Relations, Teamwork, Consultative Selling, Selling, Leadership, Sales, Public Speaking, Sales Management, Account Management, Direct Sales, Cold Calling, Sales Process, Sales Presentations, Salesforce.com, Coaching, Sales Operations, Team Building
Education
Hastings College 1993 — 1996
Speech Communications, Small Business, Interpersonal relationships
Millard North Sr. High 1990 — 1993
Diploma, general studies
BTL Aesthetics July 2015 - Present
BTL Aesthetics June 2015 - Present
Paychex June 2009 - June 2014
Rels Title July 2004 - February 2009
Wells Fargo February 2003 - June 2004
Skills
Sales cyle, Closing, 2nd and 3rd level..., Payroll, Small Business, Employee Relations, Teamwork, Consultative Selling, Selling, Leadership, Sales, Public Speaking, Sales Management, Account Management, Direct Sales, Cold Calling, Sales Process, Sales Presentations, Salesforce.com, Coaching, Sales Operations, Team Building
Education
Hastings College 1993 — 1996
Speech Communications, Small Business, Interpersonal relationships
Millard North Sr. High 1990 — 1993
Diploma, general studies
Amanda Hester Amanda Hester's Wells Fargo Experience August 2013 - June 2015
Job Personal Banker at Wells Fargo
Industry Banking
Experience
Global Wandering June 2015 - Present
Wells Fargo August 2013 - June 2015
The Home Depot March 2013 - August 2013
Hawaii Direct Telephone November 2011 - November 2012
Macy's May 2010 - January 2012
Pikes Peak Community College August 2010 - April 2011
PPCC Phi Beta Lambda January 2010 - March 2011
Pikes Peak Community College August 2009 - May 2010
Skills
Training, Leadership, Tutoring, Teamwork, Time Management, Microsoft Office, Office Equipment, Public Speaking, Consumer Lending, Small Business Lending, Medallion Signature, Notary Public, NMLS Licensed, Merchant Services, Risk Management, Personal Financial..., Retail Banking, Sales, PowerPoint, Microsoft Word, Microsoft Excel, Appointment Scheduling, Customer Satisfaction, Marketing, Google Docs, QuickBooks, Social Networking, Event Planning, Inventory Management
Education
Hawaii Pacific University 2011 — 2015
Bachelor of Business Administration, International Business
Global Wandering June 2015 - Present
Wells Fargo August 2013 - June 2015
The Home Depot March 2013 - August 2013
Hawaii Direct Telephone November 2011 - November 2012
Macy's May 2010 - January 2012
Pikes Peak Community College August 2010 - April 2011
PPCC Phi Beta Lambda January 2010 - March 2011
Pikes Peak Community College August 2009 - May 2010
Skills
Training, Leadership, Tutoring, Teamwork, Time Management, Microsoft Office, Office Equipment, Public Speaking, Consumer Lending, Small Business Lending, Medallion Signature, Notary Public, NMLS Licensed, Merchant Services, Risk Management, Personal Financial..., Retail Banking, Sales, PowerPoint, Microsoft Word, Microsoft Excel, Appointment Scheduling, Customer Satisfaction, Marketing, Google Docs, QuickBooks, Social Networking, Event Planning, Inventory Management
Education
Hawaii Pacific University 2011 — 2015
Bachelor of Business Administration, International Business
Joe Hermes Joe Hermes's Wells Fargo Experience November 2010 - April 2011
Job LAC (Licensed Addiction Counselor) at Wilderness Treatment Center
Industry
Experience
Wilderness Treatment Center April 2012 - Present
Wells Fargo November 2010 - April 2011
Creative Options September 2009 - November 2010
Meridian December 2008 - June 2010
JetChoice March 2008 - January 2009
RE/MAX and IBR Realty December 2000 - March 2008
Skills
Customer Service, Management, Mental Health, Microsoft Excel, Microsoft Office, Strategic Planning, Mental Health Counseling, Social Services, Community Outreach, Nonprofits
Education
Hazelden Graduate School of Addiction Studies 2011 — 2012
Master of Arts in Addiction Counseling, Addiction Studies
University of Minnesota Duluth
Bachelor of Arts (B.A.), Economics
Wilderness Treatment Center April 2012 - Present
Wells Fargo November 2010 - April 2011
Creative Options September 2009 - November 2010
Meridian December 2008 - June 2010
JetChoice March 2008 - January 2009
RE/MAX and IBR Realty December 2000 - March 2008
Skills
Customer Service, Management, Mental Health, Microsoft Excel, Microsoft Office, Strategic Planning, Mental Health Counseling, Social Services, Community Outreach, Nonprofits
Education
Hazelden Graduate School of Addiction Studies 2011 — 2012
Master of Arts in Addiction Counseling, Addiction Studies
University of Minnesota Duluth
Bachelor of Arts (B.A.), Economics
Albert Ortiz , Ed.M.'s Wells Fargo Experience March 2013 - October 2013
Job Scrum Master III at Capital One
Industry Information Technology and Services
Experience
Capital One June 2015 - Present
Union Bank March 2015 - Present
Union Bank November 2014 - March 2015
McKesson October 2013 - March 2014
Kaiser Permanente June 2014 - 2014
Wells Fargo March 2013 - October 2013
PayPal February 2012 - March 2013
Pacific Gas and Electric February 2009 - January 2012
Cisco Systems January 2008 - January 2009
Public Health Institute July 2004 - March 2007
Skills
Vendor Relations, Six Sigma, CMMI, Process Engineering, SDLC, Account Management, Project Management, Business Analysis, Visio, Program Management, MS Project, Analysis, Business Process..., SQL, Requirements Gathering, Software Project..., Process Improvement, Oracle, Leadership, Business Process, Data Warehousing, SharePoint, PMO, Change Management, Project Planning, Agile Methodologies, Testing, Integration, Agile Project Management, ERP, Business Intelligence, PMP, Software Documentation, Project Delivery, Quality Assurance, Cross-functional Team..., Management, Databases, Enterprise Software, Vendor Management, Scrum, Solution Architecture, Data Center, SAP, Project Portfolio..., Risk Management, IT Strategy, Unix, Team Management, Security
Education
Harvard University Graduate School of Education
Ed. M., Social Policy, Government & Education
University of California, Berkeley
BA, History and English Literature
University of California, Santa Cruz
Lifetime, Elementary & Secondary Teacher and Administration Credentials
Capital One June 2015 - Present
Union Bank March 2015 - Present
Union Bank November 2014 - March 2015
McKesson October 2013 - March 2014
Kaiser Permanente June 2014 - 2014
Wells Fargo March 2013 - October 2013
PayPal February 2012 - March 2013
Pacific Gas and Electric February 2009 - January 2012
Cisco Systems January 2008 - January 2009
Public Health Institute July 2004 - March 2007
Skills
Vendor Relations, Six Sigma, CMMI, Process Engineering, SDLC, Account Management, Project Management, Business Analysis, Visio, Program Management, MS Project, Analysis, Business Process..., SQL, Requirements Gathering, Software Project..., Process Improvement, Oracle, Leadership, Business Process, Data Warehousing, SharePoint, PMO, Change Management, Project Planning, Agile Methodologies, Testing, Integration, Agile Project Management, ERP, Business Intelligence, PMP, Software Documentation, Project Delivery, Quality Assurance, Cross-functional Team..., Management, Databases, Enterprise Software, Vendor Management, Scrum, Solution Architecture, Data Center, SAP, Project Portfolio..., Risk Management, IT Strategy, Unix, Team Management, Security
Education
Harvard University Graduate School of Education
Ed. M., Social Policy, Government & Education
University of California, Berkeley
BA, History and English Literature
University of California, Santa Cruz
Lifetime, Elementary & Secondary Teacher and Administration Credentials
Benjamin Vigil Benjamin Vigil's Wells Fargo Experience June 2012 - March 2013
Job Manager of Association Services at Nebraska Golf Association
Industry Sports
Experience
Nebraska Golf Association January 2014 - Present
Nebraska Golf Association April 2013 - December 2013
Wells Fargo June 2012 - March 2013
Pastime Lanes March 2011 - December 2012
The North Platte Telegraph August 2004 - August 2010
Dismal River Golf Club May 2007 - August 2008
Skills
Sports, Newspapers, Public Relations, Social Networking, Social Media, Public Speaking, Event Planning, Microsoft Word, Microsoft Office, Sports Marketing, Microsoft Excel, Marketing, Editing, Customer Service, PowerPoint
Education
Hastings College 2007 — 2012
Bachelor of Arts (B.A.), Major: Business Administration; Minors: Economics, Advertising/Public Relations, 3.72
North Platte Community College 2008 — 2009
Associate of Arts, General Ed
Nebraska Golf Association January 2014 - Present
Nebraska Golf Association April 2013 - December 2013
Wells Fargo June 2012 - March 2013
Pastime Lanes March 2011 - December 2012
The North Platte Telegraph August 2004 - August 2010
Dismal River Golf Club May 2007 - August 2008
Skills
Sports, Newspapers, Public Relations, Social Networking, Social Media, Public Speaking, Event Planning, Microsoft Word, Microsoft Office, Sports Marketing, Microsoft Excel, Marketing, Editing, Customer Service, PowerPoint
Education
Hastings College 2007 — 2012
Bachelor of Arts (B.A.), Major: Business Administration; Minors: Economics, Advertising/Public Relations, 3.72
North Platte Community College 2008 — 2009
Associate of Arts, General Ed
Dane Skillrud Dane Skillrud's Wells Fargo Experience 2005 - 2005
Job Engagement Manager at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company May 2015 - Present
McKinsey & Company August 2013 - April 2015
McKinsey & Company June 2012 - August 2012
JMI Equity August 2010 - July 2011
JMI Equity August 2008 - August 2010
The Walt Disney Company July 2006 - June 2008
Eastdil 2005 - 2005
Wells Fargo 2005 - 2005
Skills
Mergers & Acquisitions, Digital Strategy, Financial Modeling, Venture Capital, Investments, Private Equity, Corporate Development, Strategy, Due Diligence, Business Strategy, Enterprise Software, Equities, Valuation, Corporate Strategy..., Media & Entertainment, Industry Research, Recruiting, Training, Mergers, Lean Operations, Mentoring, Synergies, Strategic Acquisition, LBO, Business Development
Education
The University of Chicago Booth School of Business 2011 — 2013
MBA, Statistics/Econometrics; Managerial and Organizational Behavior
Harvard University 2002 — 2006
AB, Government (American Government and Political Theory)
McKinsey & Company May 2015 - Present
McKinsey & Company August 2013 - April 2015
McKinsey & Company June 2012 - August 2012
JMI Equity August 2010 - July 2011
JMI Equity August 2008 - August 2010
The Walt Disney Company July 2006 - June 2008
Eastdil 2005 - 2005
Wells Fargo 2005 - 2005
Skills
Mergers & Acquisitions, Digital Strategy, Financial Modeling, Venture Capital, Investments, Private Equity, Corporate Development, Strategy, Due Diligence, Business Strategy, Enterprise Software, Equities, Valuation, Corporate Strategy..., Media & Entertainment, Industry Research, Recruiting, Training, Mergers, Lean Operations, Mentoring, Synergies, Strategic Acquisition, LBO, Business Development
Education
The University of Chicago Booth School of Business 2011 — 2013
MBA, Statistics/Econometrics; Managerial and Organizational Behavior
Harvard University 2002 — 2006
AB, Government (American Government and Political Theory)
Alvaro (Daniel) Rodriguez's Wells Fargo Experience December 2010 - June 2012
Job IS Change Analyst / ISO Auditor at Trimble Navigations
Industry Information Technology and Services
Experience
Trimble Navigation June 2012 - Present
Wells Fargo December 2010 - June 2012
JP Morgan Chase / WaMu Card Services October 2005 - April 2009
JPMorgan Chase (Formally Washington Mutual) July 1999 - April 2009
Washington Mutual Card Services 1999 - 2009
WaMu Card Service / Providian Financial Bank June 2001 - October 2005
Providian Financial Bank / First Select July 1999 - June 2001
Skills
Vendor Management, Disaster Recovery, BMC Remedy, Integration, Management, Business Process, IT Operations, SDLC, Compliance, Process Improvement, Incident Management, Help Desk Support, System Deployment, Business Analysis, Network Administration, Change Management, Windows, Operations Management, Technical Support, IT Management, Testing, Networking, Asset Management, Business Continuity..., Windows 7, Asset Managment, Operating Systems, Sarbanes-Oxley, Service Level Management, Desktop Computers, Visio, Windows Server, Change Control, PMP, Governance, Hardware, SharePoint, Software Documentation, Information Technology, Desktop Help Desk..., Remedy Management, Compliance & Service..., Windows Systems Support, Microsoft (XP, Vista,..., Change Control..., Windows Network..., ISO 27001, RABQSA, Service Level Agreements, ISMS
Education
BSI - British Standards Institute 2014 — 2014
Certification, ISO/IEC 27001 :2013 Internal Audit (TPECS)
Heald College 2009 — 2012
A.A. Information Technology, Network Administration
ICT Institute of Computer Technology 2001 — 2002
Certification, CompTIA A+
Trimble Navigation June 2012 - Present
Wells Fargo December 2010 - June 2012
JP Morgan Chase / WaMu Card Services October 2005 - April 2009
JPMorgan Chase (Formally Washington Mutual) July 1999 - April 2009
Washington Mutual Card Services 1999 - 2009
WaMu Card Service / Providian Financial Bank June 2001 - October 2005
Providian Financial Bank / First Select July 1999 - June 2001
Skills
Vendor Management, Disaster Recovery, BMC Remedy, Integration, Management, Business Process, IT Operations, SDLC, Compliance, Process Improvement, Incident Management, Help Desk Support, System Deployment, Business Analysis, Network Administration, Change Management, Windows, Operations Management, Technical Support, IT Management, Testing, Networking, Asset Management, Business Continuity..., Windows 7, Asset Managment, Operating Systems, Sarbanes-Oxley, Service Level Management, Desktop Computers, Visio, Windows Server, Change Control, PMP, Governance, Hardware, SharePoint, Software Documentation, Information Technology, Desktop Help Desk..., Remedy Management, Compliance & Service..., Windows Systems Support, Microsoft (XP, Vista,..., Change Control..., Windows Network..., ISO 27001, RABQSA, Service Level Agreements, ISMS
Education
BSI - British Standards Institute 2014 — 2014
Certification, ISO/IEC 27001 :2013 Internal Audit (TPECS)
Heald College 2009 — 2012
A.A. Information Technology, Network Administration
ICT Institute of Computer Technology 2001 — 2002
Certification, CompTIA A+
Kristen Arlt's Wells Fargo Experience October 2007 - July 2013
Job Internet Sales ManagerHastings Ford Lincoln
Industry Automotive
Experience
Hastings Ford Lincoln March 2014 - Present
Gray Television August 2012 - July 2013
Wells Fargo October 2007 - July 2013
Skills
Digital Media, Advertising Sales, Advertising, Social Media, New Media, Facebook, Television, Online Advertising, Digital Marketing, Microsoft Word
Education
Hastings College 2003 — 2005
Psychology/Sociology
Hastings College 2003 — 2005
Psychology
Hastings Ford Lincoln March 2014 - Present
Gray Television August 2012 - July 2013
Wells Fargo October 2007 - July 2013
Skills
Digital Media, Advertising Sales, Advertising, Social Media, New Media, Facebook, Television, Online Advertising, Digital Marketing, Microsoft Word
Education
Hastings College 2003 — 2005
Psychology/Sociology
Hastings College 2003 — 2005
Psychology
Nick Worthing Nick Worthing's Wells Fargo Experience November 2013 - Present
Job Private Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo November 2013 - Present
Wells Fargo April 2013 - Present
Wells Fargo Bank October 2011 - May 2012
Merrill Lynch January 2009 - January 2010
Skills
Financial Analysis, Finance, Bloomberg, Banking, Loans, Financial Risk, Relationship Management, Market Research, Credit, Credit Risk, Mutual Funds, Wealth Management, Strategic Financial..., Securities, Investment Banking, Series 7, Life Insurance, Analysis
Education
Hawaii Pacific University 2010 — 2012
MBA, Finance
University of Nevada-Reno 2005 — 2007
Bachelor of Business Administration (BBA), Accounting and Finance
Wells Fargo November 2013 - Present
Wells Fargo April 2013 - Present
Wells Fargo Bank October 2011 - May 2012
Merrill Lynch January 2009 - January 2010
Skills
Financial Analysis, Finance, Bloomberg, Banking, Loans, Financial Risk, Relationship Management, Market Research, Credit, Credit Risk, Mutual Funds, Wealth Management, Strategic Financial..., Securities, Investment Banking, Series 7, Life Insurance, Analysis
Education
Hawaii Pacific University 2010 — 2012
MBA, Finance
University of Nevada-Reno 2005 — 2007
Bachelor of Business Administration (BBA), Accounting and Finance
Raj Sen's Wells Fargo Experience 2005 - 2006
Job Customer Experience Executive
Industry Computer Software
Experience
Adobe Systems 2010 - Present
Satmetrix (The Net Promoter Company) 2008 - 2010
Oracle Corporation 2006 - 2008
Wells Fargo 2005 - 2006
American Express 2003 - 2005
American Express 2001 - 2003
American Express 1998 - 2001
AT&T 1993 - 1996
Skills
Customer Experience, Business Intelligence, Product Marketing, CRM, Product Development, Digital Marketing, Web Analytics, SaaS, Net Promoter Score, Business Process..., Leadership, Enterprise Software, Marketing Strategy, Strategy, Management, CEM, Analytics
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
MBA
Haverford College
BA
Adobe Systems 2010 - Present
Satmetrix (The Net Promoter Company) 2008 - 2010
Oracle Corporation 2006 - 2008
Wells Fargo 2005 - 2006
American Express 2003 - 2005
American Express 2001 - 2003
American Express 1998 - 2001
AT&T 1993 - 1996
Skills
Customer Experience, Business Intelligence, Product Marketing, CRM, Product Development, Digital Marketing, Web Analytics, SaaS, Net Promoter Score, Business Process..., Leadership, Enterprise Software, Marketing Strategy, Strategy, Management, CEM, Analytics
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
MBA
Haverford College
BA
James Pak's Wells Fargo Experience April 2013 - January 2015
Job AML/BSA, EDD, KYC, CIP, OFAC, FinCen, Compliance/Fraud/Forensic Analyst & Investigations. Financial Crimes Specialist.
Industry Financial Services
Experience
CTBC Bank June 2015 - Present
Cypress Resources January 2015 - July 2015
Wells Fargo April 2013 - January 2015
Bank of America January 2011 - March 2013
JPMorgan Chase October 2010 - January 2011
Option One Lending Solutions, Inc. March 2003 - June 2010
One Choice Mortgage, Inc February 2001 - November 2003
CGI Consulting Group 1998 - 2001
Skills
ACAMS/CAMS Certification, BSA (Bank Secrecy Act)..., AML (Anti Money..., Loans, Mortgage Lending, Loan Origination, Residential Mortgages, Refinance, Mortgage Banking, Credit, Underwriting, Real Estate, Portfolio Management, FHA, Finance, Real Estate Financing, Customer Service, Sales, Reverse Mortgages, Foreclosures, Investment Properties, Risk Management, Negotiation, Commercial Mortgages, Credit Analysis, Loss Mitigation, Financial Analysis, USDA, Mortgage Underwriting, First Time Home Buyers, Consumer Lending, Loan Servicing, Home Equity Loans, Credit Risk, Loan Modifications, Mortgage Servicing, REO, Real Estate Transactions, Home Equity Lines of..., FHA financing, Government Loans, Investors, VA loans, Residential Homes, HUD, Appraisals, Anti Money Laundering, Banking, Business Process..., Due Diligence
Education
ACAMS/CAMS Advanced Financial Crimes 2014 — 2015
CAMS, CAMS BSA/AML
Capstone Mortgage Institute 2004 — 2007
Georgia Mortgage Rules and Regulations, Georgia Mortgage Rules and Regulations
Harvard University 1997 — 2001
Computer Science, Information Technology
CTBC Bank June 2015 - Present
Cypress Resources January 2015 - July 2015
Wells Fargo April 2013 - January 2015
Bank of America January 2011 - March 2013
JPMorgan Chase October 2010 - January 2011
Option One Lending Solutions, Inc. March 2003 - June 2010
One Choice Mortgage, Inc February 2001 - November 2003
CGI Consulting Group 1998 - 2001
Skills
ACAMS/CAMS Certification, BSA (Bank Secrecy Act)..., AML (Anti Money..., Loans, Mortgage Lending, Loan Origination, Residential Mortgages, Refinance, Mortgage Banking, Credit, Underwriting, Real Estate, Portfolio Management, FHA, Finance, Real Estate Financing, Customer Service, Sales, Reverse Mortgages, Foreclosures, Investment Properties, Risk Management, Negotiation, Commercial Mortgages, Credit Analysis, Loss Mitigation, Financial Analysis, USDA, Mortgage Underwriting, First Time Home Buyers, Consumer Lending, Loan Servicing, Home Equity Loans, Credit Risk, Loan Modifications, Mortgage Servicing, REO, Real Estate Transactions, Home Equity Lines of..., FHA financing, Government Loans, Investors, VA loans, Residential Homes, HUD, Appraisals, Anti Money Laundering, Banking, Business Process..., Due Diligence
Education
ACAMS/CAMS Advanced Financial Crimes 2014 — 2015
CAMS, CAMS BSA/AML
Capstone Mortgage Institute 2004 — 2007
Georgia Mortgage Rules and Regulations, Georgia Mortgage Rules and Regulations
Harvard University 1997 — 2001
Computer Science, Information Technology
Derek Tesinsky Derek Tesinsky's Wells Fargo Experience January 2010 - July 2011
Job Loan Officer at Pulaski Bank
Industry Banking
Experience
Pulaski Bank January 2014 - Present
Wells Fargo Home Mortgage August 2011 - January 2014
Wells Fargo January 2010 - July 2011
Wells Fargo Financial May 2008 - December 2009
Skills
Store Vision Platform, Store Portal Banking..., Marksman Software, Mortgagebot Software, Microsoft Excel, Microsoft Word, Outlook
Education
Hastings College 2004 — 2008
Bachelor of Arts (BA) in Business Administration and Health Promotion Management, Minor in Coaching, 3.5 / 4.0 (A)
Pulaski Bank January 2014 - Present
Wells Fargo Home Mortgage August 2011 - January 2014
Wells Fargo January 2010 - July 2011
Wells Fargo Financial May 2008 - December 2009
Skills
Store Vision Platform, Store Portal Banking..., Marksman Software, Mortgagebot Software, Microsoft Excel, Microsoft Word, Outlook
Education
Hastings College 2004 — 2008
Bachelor of Arts (BA) in Business Administration and Health Promotion Management, Minor in Coaching, 3.5 / 4.0 (A)
Charles Youngblood's Wells Fargo Experience September 2014 - Present
Job Home Loan Processor LDS4 (LO)
Industry Banking
Experience
Wells Fargo September 2014 - Present
Wells Fargo August 2012 - Present
Wells Fargo August 2012 - January 2013
Wireless Advocates January 2010 - August 2012
Halo Communications Inc. January 2005 - September 2009
Education
Hawaii Pacific University 1998 — 2001
Wells Fargo September 2014 - Present
Wells Fargo August 2012 - Present
Wells Fargo August 2012 - January 2013
Wireless Advocates January 2010 - August 2012
Halo Communications Inc. January 2005 - September 2009
Education
Hawaii Pacific University 1998 — 2001
Ellen Thomson's Wells Fargo Experience September 2013 - Present
Job Wells Fargo, Retail Finance
Industry Banking
Experience
Wells Fargo September 2013 - Present
Photographer January 2006 - Present
Wells Fargo April 2013 - September 2013
Wells Fargo Retail Finance December 2011 - March 2013
Red Lobster August 2010 - March 2012
Skills
Efficiency, Outstanding people..., Fast Learner, Diligent, Success Driven, Applied Mathematics, Judgment, Customer Service, Finance, Loan Servicing, Money, Deposits, Highly motivated..., Highly detail oriented
Education
Iowa State University 2009 — 2010
Undergraduate, Liberal Arts
Hawkeye Community College 2008 — 2010
Associate of Arts (AA), Commercial Photography
Wells Fargo September 2013 - Present
Photographer January 2006 - Present
Wells Fargo April 2013 - September 2013
Wells Fargo Retail Finance December 2011 - March 2013
Red Lobster August 2010 - March 2012
Skills
Efficiency, Outstanding people..., Fast Learner, Diligent, Success Driven, Applied Mathematics, Judgment, Customer Service, Finance, Loan Servicing, Money, Deposits, Highly motivated..., Highly detail oriented
Education
Iowa State University 2009 — 2010
Undergraduate, Liberal Arts
Hawkeye Community College 2008 — 2010
Associate of Arts (AA), Commercial Photography
Tomasz Chowanski's Wells Fargo Experience April 2013 - Present
Job Senior Cyber Security and Risk Executive
Industry Financial Services
Experience
Wells Fargo April 2013 - Present
GE Capital July 2008 - April 2013
GE Money 2005 - July 2008
Forsythe 2002 - 2005
IBM Global Services 2000 - 2002
PricewaterhouseCoopers 1998 - 2000
US Robotics 1996 - 1998
Skills
Information Security, Governance, ITIL, Business Continuity, COBIT, Information Technology, IT Audit, Risk Management, Information Security..., Process Improvement, IT Strategy, Security, PCI DSS, Leadership, Management, Enterprise Architecture, IT Risk Management, IT Compliance, Program Management, Vendor Management, IT Management, Disaster Recovery, SDLC, CISSP, Business Process..., Integration
Education
Harvard University
Graduate Credits, Finance
Michigan Technological University 1994 — 1996
Bachelor of Science, Business Admnistration
Technical University of Wroclaw 1991 — 1994
Graduate Credits, Management Information Systems
Wells Fargo April 2013 - Present
GE Capital July 2008 - April 2013
GE Money 2005 - July 2008
Forsythe 2002 - 2005
IBM Global Services 2000 - 2002
PricewaterhouseCoopers 1998 - 2000
US Robotics 1996 - 1998
Skills
Information Security, Governance, ITIL, Business Continuity, COBIT, Information Technology, IT Audit, Risk Management, Information Security..., Process Improvement, IT Strategy, Security, PCI DSS, Leadership, Management, Enterprise Architecture, IT Risk Management, IT Compliance, Program Management, Vendor Management, IT Management, Disaster Recovery, SDLC, CISSP, Business Process..., Integration
Education
Harvard University
Graduate Credits, Finance
Michigan Technological University 1994 — 1996
Bachelor of Science, Business Admnistration
Technical University of Wroclaw 1991 — 1994
Graduate Credits, Management Information Systems
Sarah Markey's Wells Fargo Experience 1996 - 1997
Job Independent Writing and Editing Professional
Industry Writing and Editing
Experience
SMark TechWriter 2007 - Present
Wells Fargo 1996 - 1997
Metrowerks 1994 - 1996
Stony Brook Software 1989 - 1992
DEC (Compaq/HP) 1983 - 1989
Skills
Writing, Editing, Technical Writing, Web Content, Books
Education
Harvard College 1978 — 1981
Bachelor of Arts, Economics, English, French
SMark TechWriter 2007 - Present
Wells Fargo 1996 - 1997
Metrowerks 1994 - 1996
Stony Brook Software 1989 - 1992
DEC (Compaq/HP) 1983 - 1989
Skills
Writing, Editing, Technical Writing, Web Content, Books
Education
Harvard College 1978 — 1981
Bachelor of Arts, Economics, English, French
Jason Cacho Jason Cacho's Wells Fargo Experience 2005 - 2007
Job Registered Nurse
Industry Hospital & Health Care
Experience
Washington Hospital Healthcare System March 2011 - Present
Wells Fargo 2005 - 2007
Skills
Data Entry, Healthcare, Microsoft Office, PowerPoint, Outlook, Coaching, Volunteer Management, Nursing, Microsoft Word, Change Management, 10 Key, Strategic Planning, Recruiting, Employee Relations, Microsoft Excel, Time Management, Research, Teamwork
Education
Hawaii Pacific University 2007 — 2010
Bachelor of Science, Nursing
San Francisco State University 2001 — 2006
Bachelor of Arts, Ethnic Studies -- Asian American Studies
Washington Hospital Healthcare System March 2011 - Present
Wells Fargo 2005 - 2007
Skills
Data Entry, Healthcare, Microsoft Office, PowerPoint, Outlook, Coaching, Volunteer Management, Nursing, Microsoft Word, Change Management, 10 Key, Strategic Planning, Recruiting, Employee Relations, Microsoft Excel, Time Management, Research, Teamwork
Education
Hawaii Pacific University 2007 — 2010
Bachelor of Science, Nursing
San Francisco State University 2001 — 2006
Bachelor of Arts, Ethnic Studies -- Asian American Studies
Amil Bera Amil Bera's Wells Fargo Experience June 2008 - July 2010
Job
Industry Investment Management
Experience
Advaya Investment Management August 2010 - Present
Wells Fargo June 2008 - July 2010
SAIL Advisors September 2007 - May 2008
The Drax Group August 2006 - August 2007
Banc of America Securities July 2005 - March 2006
Ministry of Finance, Government of Mauritius May 2004 - September 2004
Cornerstone Research August 2001 - March 2003
U.S. Department of State June 2000 - September 2000
Skills
Asset Allocation, Investments, Equities, Real Estate, Private Equity, Hedge Funds, Due Diligence, Portfolio Management, Venture Capital, Start-ups, Employee Stock Options, Tender Offers, Retirement Planning, Expatriates, Business Owner Planning
Education
Harvard University 2003 — 2005
MPP
University of California, Berkeley 1997 — 2001
BA
Advaya Investment Management August 2010 - Present
Wells Fargo June 2008 - July 2010
SAIL Advisors September 2007 - May 2008
The Drax Group August 2006 - August 2007
Banc of America Securities July 2005 - March 2006
Ministry of Finance, Government of Mauritius May 2004 - September 2004
Cornerstone Research August 2001 - March 2003
U.S. Department of State June 2000 - September 2000
Skills
Asset Allocation, Investments, Equities, Real Estate, Private Equity, Hedge Funds, Due Diligence, Portfolio Management, Venture Capital, Start-ups, Employee Stock Options, Tender Offers, Retirement Planning, Expatriates, Business Owner Planning
Education
Harvard University 2003 — 2005
MPP
University of California, Berkeley 1997 — 2001
BA
Matthew Lueders Matthew Lueders's Wells Fargo Experience June 2015 - Present
Job Technologist / Graphic Designer / Accountant
Industry Information Technology and Services
Experience
Wells Fargo June 2015 - Present
Summit Athletic Media August 2005 - May 2015
Action Graphics 2002 - 2005
Minnesota School of Computer Imaging 2000 - 2002
Skills
Strategy, Consulting, Microsoft Office, Customer Service, Microsoft Excel, Graphic Design, Accounting, Desktop Publishing, Print Publication Design, Adobe Creative Cloud, Cinema 4D, Marketing, Adobe Creative Suite, Illustrator, InDesign, Photoshop, Logo Design, Graphics, Advertising, Brochures, Dreamweaver, Layout
Education
University of North Carolina at Charlotte 2006 — 2015
Bachelor of Science (B.S.), Accounting
Hawkeye Community College 1996 — 1998
Associate of Arts (A.A.), Commercial Art
Wells Fargo June 2015 - Present
Summit Athletic Media August 2005 - May 2015
Action Graphics 2002 - 2005
Minnesota School of Computer Imaging 2000 - 2002
Skills
Strategy, Consulting, Microsoft Office, Customer Service, Microsoft Excel, Graphic Design, Accounting, Desktop Publishing, Print Publication Design, Adobe Creative Cloud, Cinema 4D, Marketing, Adobe Creative Suite, Illustrator, InDesign, Photoshop, Logo Design, Graphics, Advertising, Brochures, Dreamweaver, Layout
Education
University of North Carolina at Charlotte 2006 — 2015
Bachelor of Science (B.S.), Accounting
Hawkeye Community College 1996 — 1998
Associate of Arts (A.A.), Commercial Art
Cindy Siegel's Wells Fargo Experience July 2009 - August 2010
Job Technical Project Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2011 - April 2013
Wells Fargo Bank November 2010 - May 2011
Charles Schwab October 2009 - January 2011
Wells Fargo July 2009 - August 2010
Instinet Corporation May 2008 - March 2009
Charles Schwab September 2006 - March 2007
Wells Fargo November 2004 - May 2006
Charles Schwab June 1999 - October 2004
Bank of America September 1997 - June 1999
McKesson 1996 - 1996
Skills
Project Planning, Management, Budgets, Negotiation, Clarity, PMO, SDLC, Business Requirements, PMP, Waterfall, Project Portfolio..., Agile Project Management, Strategy, Team Management, Project Management, Vendor Management, Business Analysis, Program Management, Communication, Agile Methodologies
Education
Harvard University, John F. Kennedy School of Government 1996 — 1997
MPA
University of Ottawa 1993 — 1994
n/a
Saint Mary's College of California 1991 — 1993
MBAIB
Mount Holyoke College 1979 — 1983
BA
Charles Schwab June 2011 - April 2013
Wells Fargo Bank November 2010 - May 2011
Charles Schwab October 2009 - January 2011
Wells Fargo July 2009 - August 2010
Instinet Corporation May 2008 - March 2009
Charles Schwab September 2006 - March 2007
Wells Fargo November 2004 - May 2006
Charles Schwab June 1999 - October 2004
Bank of America September 1997 - June 1999
McKesson 1996 - 1996
Skills
Project Planning, Management, Budgets, Negotiation, Clarity, PMO, SDLC, Business Requirements, PMP, Waterfall, Project Portfolio..., Agile Project Management, Strategy, Team Management, Project Management, Vendor Management, Business Analysis, Program Management, Communication, Agile Methodologies
Education
Harvard University, John F. Kennedy School of Government 1996 — 1997
MPA
University of Ottawa 1993 — 1994
n/a
Saint Mary's College of California 1991 — 1993
MBAIB
Mount Holyoke College 1979 — 1983
BA
Jenny Greene Scott's Wells Fargo Experience January 2009 - March 2010
Job Financial Services Management Consultant
Industry Financial Services
Experience
Charles Schwab March 2010 - Present
Wells Fargo January 2009 - March 2010
Schwab Institutional December 2007 - September 2008
Wells Fargo June 2005 - December 2007
Northstar Systems March 2005 - June 2005
Metavante September 2004 - March 2005
Advent Software April 2002 - September 2004
Yodlee September 2000 - March 2002
Intuit January 1999 - September 2000
Skills
Product Management, Product Marketing, Product Development, Market Analysis, Financial Services, Strategy, Analytics, Investments, Business Analysis, Financial Modeling, Wealth Management, Strategic Partnerships, Business Strategy, Management Consulting, Mergers & Acquisitions, Asset Management, Banking, Process Improvement, Risk Management, Strategic Planning
Education
Harvard University
AB, Economics
University of Pennsylvania - The Wharton School
MBA, Finance
Charles Schwab March 2010 - Present
Wells Fargo January 2009 - March 2010
Schwab Institutional December 2007 - September 2008
Wells Fargo June 2005 - December 2007
Northstar Systems March 2005 - June 2005
Metavante September 2004 - March 2005
Advent Software April 2002 - September 2004
Yodlee September 2000 - March 2002
Intuit January 1999 - September 2000
Skills
Product Management, Product Marketing, Product Development, Market Analysis, Financial Services, Strategy, Analytics, Investments, Business Analysis, Financial Modeling, Wealth Management, Strategic Partnerships, Business Strategy, Management Consulting, Mergers & Acquisitions, Asset Management, Banking, Process Improvement, Risk Management, Strategic Planning
Education
Harvard University
AB, Economics
University of Pennsylvania - The Wharton School
MBA, Finance
jamie breen's Wells Fargo Experience November 2004 - March 2007
Job Managing Director at Accenture
Industry Management Consulting
Experience
Haas School of Business - UC Berkeley September 2014 - Present
Accenture August 2007 - February 2015
Wells Fargo November 2004 - March 2007
accenture 1999 - 2004
Booz Allen & Hamilton April 1993 - September 1999
Coopers & Lybrand 1991 - 1994
Skills
Strategy, Business Transformation, Change Management, Strategic Planning, Management Consulting, Business Process..., Organizational Design, Program Management, Business Analysis, Business Strategy, Acquisition Integration, IT Strategy
Education
Harvard University
AB, Economics & Government
New York University - Leonard N. Stern School of Business
MBA, Finance
Marlborough School
Haas School of Business - UC Berkeley September 2014 - Present
Accenture August 2007 - February 2015
Wells Fargo November 2004 - March 2007
accenture 1999 - 2004
Booz Allen & Hamilton April 1993 - September 1999
Coopers & Lybrand 1991 - 1994
Skills
Strategy, Business Transformation, Change Management, Strategic Planning, Management Consulting, Business Process..., Organizational Design, Program Management, Business Analysis, Business Strategy, Acquisition Integration, IT Strategy
Education
Harvard University
AB, Economics & Government
New York University - Leonard N. Stern School of Business
MBA, Finance
Marlborough School
Matthay, Brian's Wells Fargo Experience June 2008 - December 2014
Job Managing Director, Strategic Initiatives at Cypress Creek Renewables
Industry Public Policy
Experience
Cypress Creek Renewables December 2014 - Present
Wells Fargo June 2008 - December 2014
Global Env. & Technology Foundation August 2004 - September 2007
Skills
Renewable Energy, Management, Financial Modeling, Start-ups, Strategy, Solar Energy, Business Strategy, Energy, Program Management, Entrepreneurship
Education
University of California, Davis 2007 — 2008
MS, Agricultural and Resource Economics
Harvard University 2000 — 2004
AB, Environmental Science and Public Policy
Cypress Creek Renewables December 2014 - Present
Wells Fargo June 2008 - December 2014
Global Env. & Technology Foundation August 2004 - September 2007
Skills
Renewable Energy, Management, Financial Modeling, Start-ups, Strategy, Solar Energy, Business Strategy, Energy, Program Management, Entrepreneurship
Education
University of California, Davis 2007 — 2008
MS, Agricultural and Resource Economics
Harvard University 2000 — 2004
AB, Environmental Science and Public Policy
Catherine McFadden Barnes's Wells Fargo Experience March 2015 - Present
Job Senior Vice President Operational Risk Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Bank of America August 2012 - March 2015
Bank of America March 2006 - August 2012
TIAA CREF 2005 - 2006
Bank of America 2002 - 2005
Bank of America 1995 - 2002
Skills
Six Sigma, Analysis, Strategy, Project Management, Operations Management, Leadership, Process Improvement, Management, Change Management, Operational Excellence, Customer Service, Strategic Planning, Organizational..., Leadership Development, Coaching, Banking, Business Process..., Data Analysis, Executive Management, New Business Development, Program Management, Team Building, Team Management, Vendor Management, Budgets, Risk Management, Quality Assurance, Performance Management, Business Analysis, Cross-functional Team..., Management Consulting, Team Leadership
Education
Harvard University 2006 — 2007
Management Development Program
University of North Carolina at Greensboro 1990 — 1995
Bachelor of Science (BS)
Wells Fargo March 2015 - Present
Bank of America August 2012 - March 2015
Bank of America March 2006 - August 2012
TIAA CREF 2005 - 2006
Bank of America 2002 - 2005
Bank of America 1995 - 2002
Skills
Six Sigma, Analysis, Strategy, Project Management, Operations Management, Leadership, Process Improvement, Management, Change Management, Operational Excellence, Customer Service, Strategic Planning, Organizational..., Leadership Development, Coaching, Banking, Business Process..., Data Analysis, Executive Management, New Business Development, Program Management, Team Building, Team Management, Vendor Management, Budgets, Risk Management, Quality Assurance, Performance Management, Business Analysis, Cross-functional Team..., Management Consulting, Team Leadership
Education
Harvard University 2006 — 2007
Management Development Program
University of North Carolina at Greensboro 1990 — 1995
Bachelor of Science (BS)
Mindy Frye's Wells Fargo Experience June 1999 - December 1999
Job
Industry Investment Management
Experience
Columbia Management December 2012 - February 2014
Columbia Management March 2012 - December 2012
Carlson Companies January 2010 - February 2012
NorthShore Advisors LLC November 2006 - December 2009
NorthShore Advisors LLC January 2004 - October 2006
NorthShore Advisors LLC June 2002 - December 2003
Cargill, Inc. (Fertilizer Division) January 2002 - May 2002
Karl Egge, Inc. September 1999 - May 2002
Wells Fargo June 1999 - December 1999
Skills
Fixed Income, Relationship Management, Asset Management, Strategy, Alternative Investments, Analysis, Analytics, Bloomberg, Business Strategy, Equities, Financial Analysis, Hedge Funds, Investments, Leadership, Management, Marketing, Portfolio Management, Private Equity
Education
University of Minnesota - Carlson School of Management 2005 — 2007
M.A.
Macalester College 1998 — 2002
B.A.
Háskóli Íslands 2000 — 2000
Study Abroad
Edinburg High School
Columbia Management December 2012 - February 2014
Columbia Management March 2012 - December 2012
Carlson Companies January 2010 - February 2012
NorthShore Advisors LLC November 2006 - December 2009
NorthShore Advisors LLC January 2004 - October 2006
NorthShore Advisors LLC June 2002 - December 2003
Cargill, Inc. (Fertilizer Division) January 2002 - May 2002
Karl Egge, Inc. September 1999 - May 2002
Wells Fargo June 1999 - December 1999
Skills
Fixed Income, Relationship Management, Asset Management, Strategy, Alternative Investments, Analysis, Analytics, Bloomberg, Business Strategy, Equities, Financial Analysis, Hedge Funds, Investments, Leadership, Management, Marketing, Portfolio Management, Private Equity
Education
University of Minnesota - Carlson School of Management 2005 — 2007
M.A.
Macalester College 1998 — 2002
B.A.
Háskóli Íslands 2000 — 2000
Study Abroad
Edinburg High School
Josie Weeks Haspel's Wells Fargo Experience May 2015 - Present
Job Corporate Strategy Manager at Wells Fargo
Industry Management Consulting
Experience
Wells Fargo May 2015 - Present
Bain & Company June 2011 - May 2015
SolarCity August 2009 - June 2010
TA Associates August 2008 - July 2009
UBS Investment Bank June 2006 - June 2008
Citigroup Investment Bank 2005 - 2005
Skills
Financial Modeling, Strategy, Management Consulting, Valuation, Business Strategy, Competitive Analysis, Private Equity, Due Diligence, Corporate Finance
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA
Harvard University 2002 — 2006
A.B., Physics
Wells Fargo May 2015 - Present
Bain & Company June 2011 - May 2015
SolarCity August 2009 - June 2010
TA Associates August 2008 - July 2009
UBS Investment Bank June 2006 - June 2008
Citigroup Investment Bank 2005 - 2005
Skills
Financial Modeling, Strategy, Management Consulting, Valuation, Business Strategy, Competitive Analysis, Private Equity, Due Diligence, Corporate Finance
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA
Harvard University 2002 — 2006
A.B., Physics
Brian Crandall's Wells Fargo Experience 2006 - Present
Job Technology Manager, Architecture at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo 2006 - Present
TeleTech 2000 - 2006
Level 3 Communications 1998 - 2000
Skills
CTI, VoIP, IT Strategy, Telephony, Leadership, IT Management, Genesys, Solution Architecture, Enterprise Architecture, Data Center, Call Center, Avaya, Visio, IVR, Integration, Vendor Management, Workforce Management, SDLC, Process Improvement, Call Centers, Business Analysis, Professional Services, Telecommunications, Disaster Recovery, Outsourcing, CRM, Cloud Computing, Technology Architecture, Cisco Technologies, SIP, Contact Centers, IT Infrastructure Design, Network Infrastructure..., NICE Call Recording
Education
Hastings College
BS
University of Denver
MS
Wells Fargo 2006 - Present
TeleTech 2000 - 2006
Level 3 Communications 1998 - 2000
Skills
CTI, VoIP, IT Strategy, Telephony, Leadership, IT Management, Genesys, Solution Architecture, Enterprise Architecture, Data Center, Call Center, Avaya, Visio, IVR, Integration, Vendor Management, Workforce Management, SDLC, Process Improvement, Call Centers, Business Analysis, Professional Services, Telecommunications, Disaster Recovery, Outsourcing, CRM, Cloud Computing, Technology Architecture, Cisco Technologies, SIP, Contact Centers, IT Infrastructure Design, Network Infrastructure..., NICE Call Recording
Education
Hastings College
BS
University of Denver
MS
Michelle Thornhill's Wells Fargo Experience July 2015 - Present
Job Senior Vice President, Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
Wells Fargo & Company January 2013 - Present
Wells Fargo June 2008 - January 2013
Skills
Strategic Planning, Strategy, Banking, Project Management, Credit, Portfolio Management, Financial Analysis, Financial Services, Risk Management, Change Management, Program Management, Loans, Organizational..., Public Speaking, Business Strategy, Team Building, Management Consulting, Leadership, Management
Education
Harvard Kennedy School of Government 2002 — 2003
Master of Public Administration (M.P.A.), Financial Regulation
Harvard University, John F. Kennedy School of Government 2002 — 2003
Master of Public Administration (MPA), Financial Regulation
Virginia Tech 1988 — 1993
Bachelor of Science (B.S.), Family and Consumer Sciences/Human Sciences Communication
Wells Fargo July 2015 - Present
Wells Fargo & Company January 2013 - Present
Wells Fargo June 2008 - January 2013
Skills
Strategic Planning, Strategy, Banking, Project Management, Credit, Portfolio Management, Financial Analysis, Financial Services, Risk Management, Change Management, Program Management, Loans, Organizational..., Public Speaking, Business Strategy, Team Building, Management Consulting, Leadership, Management
Education
Harvard Kennedy School of Government 2002 — 2003
Master of Public Administration (M.P.A.), Financial Regulation
Harvard University, John F. Kennedy School of Government 2002 — 2003
Master of Public Administration (MPA), Financial Regulation
Virginia Tech 1988 — 1993
Bachelor of Science (B.S.), Family and Consumer Sciences/Human Sciences Communication
Tim Hoey's Wells Fargo Experience October 2009 - Present
Job Convertible Securities Trader at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2009 - Present
Wachovia Securities June 2004 - October 2009
Education
Harvard University 2000 — 2004
Wells Fargo October 2009 - Present
Wachovia Securities June 2004 - October 2009
Education
Harvard University 2000 — 2004
Aden Kun's Wells Fargo Experience 1994 - 1999
Job Principal at Atalanta Realty Investments
Industry Real Estate
Experience
Atalanta Realty Investments September 2013 - Present
Silver Ridge Capital March 2009 - September 2013
Buchanan Street Partners October 2004 - March 2009
Bank of the West 2002 - 2004
Wells Fargo 1994 - 1999
Skills
Commercial Real Estate, Investment Properties, Investors, Real Estate Economics, Disposition, Funding, Real Estate Development, Real Estate, Due Diligence, Asset Management, Real Estate Financing, Real Estate Transactions, Valuation, Capital, Investments, Private Equity, Acquisitions, Leases, Financial Modeling, Mergers & Acquisitions
Education
Harvard University, John F. Kennedy School of Government 1992 — 1994
MPP, Real Estate, Urban Economics
University of California, Berkeley 1988 — 1991
B.A., Political Science
Atalanta Realty Investments September 2013 - Present
Silver Ridge Capital March 2009 - September 2013
Buchanan Street Partners October 2004 - March 2009
Bank of the West 2002 - 2004
Wells Fargo 1994 - 1999
Skills
Commercial Real Estate, Investment Properties, Investors, Real Estate Economics, Disposition, Funding, Real Estate Development, Real Estate, Due Diligence, Asset Management, Real Estate Financing, Real Estate Transactions, Valuation, Capital, Investments, Private Equity, Acquisitions, Leases, Financial Modeling, Mergers & Acquisitions
Education
Harvard University, John F. Kennedy School of Government 1992 — 1994
MPP, Real Estate, Urban Economics
University of California, Berkeley 1988 — 1991
B.A., Political Science
Brandy Sluss's Wells Fargo Experience 2011 - 2011
Job Medicare Database Marketing at Kaiser Permanente
Industry Marketing and Advertising
Experience
Kaiser Permanente July 2009 - April 2011
Wells Fargo 2011 - 2011
Washington Mutual Card Services May 1997 - January 2009
Washington Mutual/Providian Financial May 1997 - January 2009
Providian Financial May 1997 - January 2009
Providian Financial May 1997 - January 2009
Providian Financial May 1997 - January 2009
Skills
Direct Marketing, Vendor Management, Strategy, Marketing Strategy, Marketing, CRM, Management, Marketing Communications, Analytics, Credit Cards, Direct Mail, Budgets, Project Management, Banking
Education
Hawaii Pacific University
Kaiser Permanente July 2009 - April 2011
Wells Fargo 2011 - 2011
Washington Mutual Card Services May 1997 - January 2009
Washington Mutual/Providian Financial May 1997 - January 2009
Providian Financial May 1997 - January 2009
Providian Financial May 1997 - January 2009
Providian Financial May 1997 - January 2009
Skills
Direct Marketing, Vendor Management, Strategy, Marketing Strategy, Marketing, CRM, Management, Marketing Communications, Analytics, Credit Cards, Direct Mail, Budgets, Project Management, Banking
Education
Hawaii Pacific University
Chris Luchsinger's Wells Fargo Experience August 2015 - Present
Job Credit Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2015 - Present
CU Business Group July 2013 - August 2015
Skills
Commercial Banking, Credit, Credit Analysis, Small Business Lending, Commercial Lending, Financial Analysis, Credit Risk, Retail Banking, Finance, Consumer Lending, Portfolio Management, Mortgage Lending, Commercial Mortgages, Banking, Underwriting, Lines Of Credit, Loans, Cross Selling
Education
Hawaii Pacific University 1998 — 2000
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.0
Portland State University 1992 — 1994
Bachelor’s Degree, Business Administration and Management, General, 3.45
Wells Fargo August 2015 - Present
CU Business Group July 2013 - August 2015
Skills
Commercial Banking, Credit, Credit Analysis, Small Business Lending, Commercial Lending, Financial Analysis, Credit Risk, Retail Banking, Finance, Consumer Lending, Portfolio Management, Mortgage Lending, Commercial Mortgages, Banking, Underwriting, Lines Of Credit, Loans, Cross Selling
Education
Hawaii Pacific University 1998 — 2000
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.0
Portland State University 1992 — 1994
Bachelor’s Degree, Business Administration and Management, General, 3.45
Lee Davenport's Wells Fargo Experience April 2010 - Present
Job Sales Support Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2010 - Present
Education
Hawaii Pacific University 2004 — 2007
Wells Fargo April 2010 - Present
Education
Hawaii Pacific University 2004 — 2007
Tleytmas Stephenson's Wells Fargo Experience August 2004 - Present
Job Senior Internet & Mobile Product Manager
Industry Internet
Experience
Wells Fargo August 2004 - Present
American Academy of Ophthalmology August 2001 - September 2002
Palm September 2000 - July 2001
Caredata.com February 2000 - September 2000
Netcentives June 1999 - November 1999
CNA Insurance May 1998 - August 1998
DataStat March 1996 - August 1997
Skills
Product Management, Strategy, Management, Cross-functional Team..., Social Media, Public Speaking, User Experience, Analytics, Business Analysis, Financial Services, SQL, CRM, Requirements Analysis, Visio, Product Development, Software Development, E-commerce
Education
Indiana University - Kelley School of Business 1997 — 1999
MBA, Information Systems, Marketing
Harvard University 1989 — 1993
BA, English and American Literature
Wells Fargo August 2004 - Present
American Academy of Ophthalmology August 2001 - September 2002
Palm September 2000 - July 2001
Caredata.com February 2000 - September 2000
Netcentives June 1999 - November 1999
CNA Insurance May 1998 - August 1998
DataStat March 1996 - August 1997
Skills
Product Management, Strategy, Management, Cross-functional Team..., Social Media, Public Speaking, User Experience, Analytics, Business Analysis, Financial Services, SQL, CRM, Requirements Analysis, Visio, Product Development, Software Development, E-commerce
Education
Indiana University - Kelley School of Business 1997 — 1999
MBA, Information Systems, Marketing
Harvard University 1989 — 1993
BA, English and American Literature
James Paquette's Wells Fargo Experience June 2008 - Present
Job High Yield Credit Analyst
Industry Banking
Experience
Wells Fargo June 2008 - Present
Wells Fargo January 2007 - May 2008
Skills
Credit, High Yield, Financial Modeling, Bloomberg, Valuation, Credit Analysis, Capital Markets, Financial Analysis, Fixed Income, Investment Banking, Portfolio Management, Investments
Education
Harvard University 2002 — 2006
A.B., Government
Wells Fargo June 2008 - Present
Wells Fargo January 2007 - May 2008
Skills
Credit, High Yield, Financial Modeling, Bloomberg, Valuation, Credit Analysis, Capital Markets, Financial Analysis, Fixed Income, Investment Banking, Portfolio Management, Investments
Education
Harvard University 2002 — 2006
A.B., Government
Dale Benveniste's Wells Fargo Experience 2002 - Present
Job SVP Credit and Risk Management at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo 2002 - Present
Providian Financial 1989 - 2001
Security Pacific Bank 1987 - 1989
Education
Harvard University
MPA
University of California, Berkeley
B.A., Economics
Wells Fargo 2002 - Present
Providian Financial 1989 - 2001
Security Pacific Bank 1987 - 1989
Education
Harvard University
MPA
University of California, Berkeley
B.A., Economics
Jerry Tolzman's Wells Fargo Experience January 2002 - December 2008
Job Customer Innovation R&D Manager at Alaska Airlines
Industry Information Technology and Services
Experience
Alaska Airlines May 2013 - Present
Alaska Airlines April 2011 - May 2013
General Electric Healthcare November 2008 - April 2011
Wells Fargo January 2002 - December 2008
Skills
Lean, Six Sigma, Change Leadership, Data Analysis, Process Improvement, Business Process, Business Development, Analysis, Training, Continuous Improvement, Strategic Planning, Leadership, Business Process..., Cross-functional Team..., Financial Analysis, Change Management
Education
Harvey Mudd College 1996 — 2000
B.S., Molecular Biology
Alaska Airlines May 2013 - Present
Alaska Airlines April 2011 - May 2013
General Electric Healthcare November 2008 - April 2011
Wells Fargo January 2002 - December 2008
Skills
Lean, Six Sigma, Change Leadership, Data Analysis, Process Improvement, Business Process, Business Development, Analysis, Training, Continuous Improvement, Strategic Planning, Leadership, Business Process..., Cross-functional Team..., Financial Analysis, Change Management
Education
Harvey Mudd College 1996 — 2000
B.S., Molecular Biology
Amy M Lee's Wells Fargo Experience October 2009 - April 2010
Job
Industry Computer Software
Experience
Radius Intelligence May 2014 - June 2015
Independent Consulting September 2012 - December 2013
Google July 2010 - July 2012
Wells Fargo October 2009 - April 2010
Morgan Stanley August 2008 - August 2009
Morgan Stanley July 2006 - July 2008
US Department of Homeland Security 2005 - 2006
Morgan Stanley June 2005 - August 2005
Ogilvy Public Relations May 2004 - July 2004
Skills
Valuation, Mergers & Acquisitions, Financial Analysis, Competitive Analysis, Microsoft Excel, Analysis, Due Diligence, Investments, Strategy, Market Research, Finance, Forecasting, Financial Modeling, Management, Budgets, Marketing, CSS, Git, Python, JavaScript, Data Visualization, Data Mining, Web Development
Education
Harvard University 2015 — 2017
Master’s Degree, Computational Science & Engineering
Massachusetts Institute of Technology 2015 — 2015
Cross Registration, Computer Science
University of Pennsylvania - The Wharton School
Bachelor of Science (B.Sc.), Finance
University of Pennsylvania
Bachelor of Arts (B.A.), Asian & Middle Eastern Studies
Hackbright Academy 2014 — 2014
Hackbright is a selective, immersive software development fellowship for women taught in Python.
Beijing University - Institute of Chinese Language Studies
Study Abroad
National Taiwan Normal University
Study Abroad
Radius Intelligence May 2014 - June 2015
Independent Consulting September 2012 - December 2013
Google July 2010 - July 2012
Wells Fargo October 2009 - April 2010
Morgan Stanley August 2008 - August 2009
Morgan Stanley July 2006 - July 2008
US Department of Homeland Security 2005 - 2006
Morgan Stanley June 2005 - August 2005
Ogilvy Public Relations May 2004 - July 2004
Skills
Valuation, Mergers & Acquisitions, Financial Analysis, Competitive Analysis, Microsoft Excel, Analysis, Due Diligence, Investments, Strategy, Market Research, Finance, Forecasting, Financial Modeling, Management, Budgets, Marketing, CSS, Git, Python, JavaScript, Data Visualization, Data Mining, Web Development
Education
Harvard University 2015 — 2017
Master’s Degree, Computational Science & Engineering
Massachusetts Institute of Technology 2015 — 2015
Cross Registration, Computer Science
University of Pennsylvania - The Wharton School
Bachelor of Science (B.Sc.), Finance
University of Pennsylvania
Bachelor of Arts (B.A.), Asian & Middle Eastern Studies
Hackbright Academy 2014 — 2014
Hackbright is a selective, immersive software development fellowship for women taught in Python.
Beijing University - Institute of Chinese Language Studies
Study Abroad
National Taiwan Normal University
Study Abroad
Darbie McMahon's Wells Fargo Experience August 2006 - May 2009
Job Business Systems Consultant at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage February 2012 - Present
Wells Fargo Home Mortgage August 2009 - February 2012
Wells Fargo August 2006 - May 2009
Booz Allen Hamilton 2009 - 2009
Skills
Training Delivery, Process Improvement, Business Analysis, ADDIE, SharePoint, Instructional Design, PowerPoint, Instructor-led Training, Training, Visio, Software Documentation, Leadership Development, Organizational..., Risk Management, Banking, Blended Learning, Mortgage Servicing, Technical Writing, Project Management, Analysis, Mortgage Banking, Requirements Gathering, Loss Mitigation, SnagIt, Business Process, Leadership, Change Management, Business Process..., Employee Training, Business Requirements, Residential Mortgages, Gap Analysis, User Acceptance Testing, Consumer Lending, Loan Servicing, Relationship Management, Live Meeting, Requirements Analysis, Learning Management..., Credit, Call Centers, Needs Analysis, Loan Origination, Performance Management, Learning Management, Mortgage Lending, Performance Consulting
Education
University of Northern Iowa 2004 — 2006
MA, Industrial/Organizational Psychology
Hastings College 2000 — 2004
BA, Human Resource Management and Psychology
Wells Fargo Home Mortgage February 2012 - Present
Wells Fargo Home Mortgage August 2009 - February 2012
Wells Fargo August 2006 - May 2009
Booz Allen Hamilton 2009 - 2009
Skills
Training Delivery, Process Improvement, Business Analysis, ADDIE, SharePoint, Instructional Design, PowerPoint, Instructor-led Training, Training, Visio, Software Documentation, Leadership Development, Organizational..., Risk Management, Banking, Blended Learning, Mortgage Servicing, Technical Writing, Project Management, Analysis, Mortgage Banking, Requirements Gathering, Loss Mitigation, SnagIt, Business Process, Leadership, Change Management, Business Process..., Employee Training, Business Requirements, Residential Mortgages, Gap Analysis, User Acceptance Testing, Consumer Lending, Loan Servicing, Relationship Management, Live Meeting, Requirements Analysis, Learning Management..., Credit, Call Centers, Needs Analysis, Loan Origination, Performance Management, Learning Management, Mortgage Lending, Performance Consulting
Education
University of Northern Iowa 2004 — 2006
MA, Industrial/Organizational Psychology
Hastings College 2000 — 2004
BA, Human Resource Management and Psychology
Nino Fanlo's Wells Fargo Experience June 1995 - June 2004
Job President and Chief Financial Officer
Industry Financial Services
Experience
SoFi June 2012 - Present
Golden Gate Capital April 2009 - February 2011
KKR June 2004 - December 2008
Wells Fargo June 1995 - June 2004
Goldman Sachs June 1990 - June 1995
Education
Haverford College 1978 — 1982
BA, Economics
SoFi June 2012 - Present
Golden Gate Capital April 2009 - February 2011
KKR June 2004 - December 2008
Wells Fargo June 1995 - June 2004
Goldman Sachs June 1990 - June 1995
Education
Haverford College 1978 — 1982
BA, Economics
Scott Straka, CPA, CAMS's Wells Fargo Experience October 2014 - Present
Job Audit Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2014 - Present
Kiesling Associates LLP July 2013 - September 2014
Erickson & Brooks, CPAs September 2011 - June 2013
Mutual of Omaha Bank September 2007 - September 2011
Wells Fargo Financial 2006 - September 2007
Skills
Accounting, Financial Analysis, Financial Reporting, Financial Accounting, Auditing, Cash Management, Banking, CPA, Microsoft Excel, Credit, Budgets, Analysis, Risk Management, Credit Analysis, Loans, Process Improvement, Microsoft Office, Cash Flow
Education
University of Nebraska at Omaha 2009 — 2011
Accounting
Hastings College 2002 — 2006
Business Administration & Economics
Wells Fargo October 2014 - Present
Kiesling Associates LLP July 2013 - September 2014
Erickson & Brooks, CPAs September 2011 - June 2013
Mutual of Omaha Bank September 2007 - September 2011
Wells Fargo Financial 2006 - September 2007
Skills
Accounting, Financial Analysis, Financial Reporting, Financial Accounting, Auditing, Cash Management, Banking, CPA, Microsoft Excel, Credit, Budgets, Analysis, Risk Management, Credit Analysis, Loans, Process Improvement, Microsoft Office, Cash Flow
Education
University of Nebraska at Omaha 2009 — 2011
Accounting
Hastings College 2002 — 2006
Business Administration & Economics
AJ Achilles's Wells Fargo Experience February 2015 - Present
Job Network Engineer at Wells Fargo
Industry Computer Networking
Experience
Wells Fargo February 2015 - Present
Wells Fargo December 1999 - Present
US Navy December 1995 - December 1999
Skills
CCNA, Active Directory, Disaster Recovery, Cisco Technologies, Windows Server, Data Center, VMware, Network Administration, Troubleshooting, ITIL, Operating Systems, Virtualization, XP, Security, Server Architecture, Information Security, DNS, Switches, Servers, Firewalls, Cisco IOS, Wireless, Routers, Windows 7, Vendor Management, Networking, Information Technology
Education
Hawaii Pacific University 1997 — 1999
Computer Science
Wells Fargo February 2015 - Present
Wells Fargo December 1999 - Present
US Navy December 1995 - December 1999
Skills
CCNA, Active Directory, Disaster Recovery, Cisco Technologies, Windows Server, Data Center, VMware, Network Administration, Troubleshooting, ITIL, Operating Systems, Virtualization, XP, Security, Server Architecture, Information Security, DNS, Switches, Servers, Firewalls, Cisco IOS, Wireless, Routers, Windows 7, Vendor Management, Networking, Information Technology
Education
Hawaii Pacific University 1997 — 1999
Computer Science
Dan Pallares's Wells Fargo Experience April 2015 - Present
Job Vice President & Senior Regional Credit Officer at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2015 - Present
Wells Fargo January 1987 - March 2015
Skills
Securities, FINRA, Banking, Wealth Management, Asset Managment, Loan Origination, Investment Banking
Education
Harvard University
Bachelor of Arts (B.A.), Economics
Wells Fargo April 2015 - Present
Wells Fargo January 1987 - March 2015
Skills
Securities, FINRA, Banking, Wealth Management, Asset Managment, Loan Origination, Investment Banking
Education
Harvard University
Bachelor of Arts (B.A.), Economics
Kevin Midkiff's Wells Fargo Experience May 2013 - Present
Job Credit Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2013 - Present
SunTrust Bank August 2007 - February 2013
Parkway Capital Investors January 2007 - September 2007
SunTrust Bank February 2005 - January 2007
SunTrust Bank February 2004 - January 2005
Enterprise Rent-A-Car March 1999 - July 2002
Skills
Commercial Lending, Underwriting, Credit Risk, Loan Structuring, Financial Analysis, Credit Analysis, Portfolio Management, Risk Management, Commercial Banking, Loans, Small Business Lending, Consumer Lending, Lines Of Credit, Treasury Management
Education
Haslam College of Business at the University of Tennessee 2002 — 2003
MBA, Finance and Logistics
University of Tennessee-Knoxville 1995 — 1998
M.S., Marketing
Virginia Polytechnic Institute and State University 1994 — 1995
Wells Fargo May 2013 - Present
SunTrust Bank August 2007 - February 2013
Parkway Capital Investors January 2007 - September 2007
SunTrust Bank February 2005 - January 2007
SunTrust Bank February 2004 - January 2005
Enterprise Rent-A-Car March 1999 - July 2002
Skills
Commercial Lending, Underwriting, Credit Risk, Loan Structuring, Financial Analysis, Credit Analysis, Portfolio Management, Risk Management, Commercial Banking, Loans, Small Business Lending, Consumer Lending, Lines Of Credit, Treasury Management
Education
Haslam College of Business at the University of Tennessee 2002 — 2003
MBA, Finance and Logistics
University of Tennessee-Knoxville 1995 — 1998
M.S., Marketing
Virginia Polytechnic Institute and State University 1994 — 1995
Nik Sobic's Wells Fargo Experience September 2010 - July 2015
Job Director at Jacksonville Jaguars
Industry Entertainment
Experience
Jacksonville Jaguars August 2015 - Present
Wells Fargo September 2010 - July 2015
Wells Fargo February 2009 - September 2010
CFL-Toronto Argonauts March 2008 - December 2008
NFL-New Orleans Saints June 2007 - August 2007
Stalcommpol Inc September 2006 - May 2007
Harvard University 2002 - 2007
Trinity Partners February 2005 - June 2005
Skills
Financial Modeling, Capital Markets, Business Development, Marketing Strategy, Economics, Analysis, Financial Analysis, Budgets, Data Analysis, Management Consulting, Project Management, Sales, Management, Strategic Planning, Investments, Analytics, Investment Banking, Portfolio Management, New Business Development, Bloomberg, Team Management, Due Diligence, Market Analysis, Leadership, Market Research, Competitive Analysis, Forecasting, Business Strategy, Strategy, Asset Managment, Valuation, Mergers & Acquisitions, Finance
Education
Harvard University 2002 — 2007
BA, Economics
Jacksonville Jaguars August 2015 - Present
Wells Fargo September 2010 - July 2015
Wells Fargo February 2009 - September 2010
CFL-Toronto Argonauts March 2008 - December 2008
NFL-New Orleans Saints June 2007 - August 2007
Stalcommpol Inc September 2006 - May 2007
Harvard University 2002 - 2007
Trinity Partners February 2005 - June 2005
Skills
Financial Modeling, Capital Markets, Business Development, Marketing Strategy, Economics, Analysis, Financial Analysis, Budgets, Data Analysis, Management Consulting, Project Management, Sales, Management, Strategic Planning, Investments, Analytics, Investment Banking, Portfolio Management, New Business Development, Bloomberg, Team Management, Due Diligence, Market Analysis, Leadership, Market Research, Competitive Analysis, Forecasting, Business Strategy, Strategy, Asset Managment, Valuation, Mergers & Acquisitions, Finance
Education
Harvard University 2002 — 2007
BA, Economics
Alexander Balakrishnan, CPA, CMA's Wells Fargo Experience July 2013 - January 2015
Job Innovator, problemsolver and influencer
Industry Banking
Experience
Wells Fargo July 2013 - January 2015
Barclays Corporate Bank April 2007 - May 2012
Citibank June 2004 - April 2007
Wells Fargo September 1998 - April 2004
Skills
Loans, Credit, Risk Management, Corporate Finance, Foreign Languages, Restructuring, Debt Restructuring, Corporate Social..., Corporate Identity, Executive Management, International Relations, International Trade, Commercial Banking, Investment Banking, Credit Risk, Enterprise Risk..., Cultural Awareness, Cultural Diversity, Diplomacy, Influential, Financial Risk, Banking, Commercial Lending, Management, Credit Analysis, Portfolio Management, Finance, Financial Services, Financial Structuring, Cash Management, Private Banking, Relationship Management, Leadership, Sales, Investments, Retail Banking, Financial Analysis, Social Influence, Funding, Analysis
Education
University of California, Los Angeles 1998 — 2001
Accounting
Hawaii Pacific University 1987 — 1991
Bachelor Of Science, Business Administration
Wells Fargo July 2013 - January 2015
Barclays Corporate Bank April 2007 - May 2012
Citibank June 2004 - April 2007
Wells Fargo September 1998 - April 2004
Skills
Loans, Credit, Risk Management, Corporate Finance, Foreign Languages, Restructuring, Debt Restructuring, Corporate Social..., Corporate Identity, Executive Management, International Relations, International Trade, Commercial Banking, Investment Banking, Credit Risk, Enterprise Risk..., Cultural Awareness, Cultural Diversity, Diplomacy, Influential, Financial Risk, Banking, Commercial Lending, Management, Credit Analysis, Portfolio Management, Finance, Financial Services, Financial Structuring, Cash Management, Private Banking, Relationship Management, Leadership, Sales, Investments, Retail Banking, Financial Analysis, Social Influence, Funding, Analysis
Education
University of California, Los Angeles 1998 — 2001
Accounting
Hawaii Pacific University 1987 — 1991
Bachelor Of Science, Business Administration
Rhonda Joens's Wells Fargo Experience December 2014 - Present
Job Compensation Consultant at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo December 2014 - Present
Wells Fargo January 2014 - December 2014
Businessolver October 2012 - January 2014
Principal Financial Group April 2007 - May 2012
Principal Financial Group April 2006 - April 2007
ADP July 2000 - April 2006
ADP July 2000 - April 2006
ADP July 2000 - April 2006
ADP July 2000 - April 2006
ADP July 2000 - April 2006
Skills
Employee Benefits, Analysis, Customer Service, Human Resources, Microsoft Excel, PeopleSoft, Process Improvement, Business Objects, Microsoft Word, Problem Solving, Employee Relations, Invoicing, Hypertext, Vendor Management, Call Center, Payroll, Salesforce.com
Education
Iowa State University 1996 — 2000
Bachelors, Horticulture
Hawkeye Community College 1993 — 1996
Associate of Arts (AA), General Studies
Wells Fargo December 2014 - Present
Wells Fargo January 2014 - December 2014
Businessolver October 2012 - January 2014
Principal Financial Group April 2007 - May 2012
Principal Financial Group April 2006 - April 2007
ADP July 2000 - April 2006
ADP July 2000 - April 2006
ADP July 2000 - April 2006
ADP July 2000 - April 2006
ADP July 2000 - April 2006
Skills
Employee Benefits, Analysis, Customer Service, Human Resources, Microsoft Excel, PeopleSoft, Process Improvement, Business Objects, Microsoft Word, Problem Solving, Employee Relations, Invoicing, Hypertext, Vendor Management, Call Center, Payroll, Salesforce.com
Education
Iowa State University 1996 — 2000
Bachelors, Horticulture
Hawkeye Community College 1993 — 1996
Associate of Arts (AA), General Studies
Em Subri's Wells Fargo Experience March 2010 - January 2011
Job Business Finance Professional
Industry Investment Management
Experience
Wells Fargo March 2010 - January 2011
Goldman Sachs April 2008 - February 2010
Education
San Francisco State University, College of Business 2000 — 2007
MBA, Finance
Harvard University 1998 — 2000
Economics
Wells Fargo March 2010 - January 2011
Goldman Sachs April 2008 - February 2010
Education
San Francisco State University, College of Business 2000 — 2007
MBA, Finance
Harvard University 1998 — 2000
Economics
Shihani Soysa's Wells Fargo Experience June 2014 - Present
Job Counsel at Wells Fargo
Industry Law Practice
Experience
Wells Fargo June 2014 - Present
Skills
Securities Regulation, Corporate Governance, Securities, Capital Markets, Investment Banking
Education
Harvard Law School 2003 — 2006
J.D.
Middlebury College 1999 — 2003
B.A., Economics, Political Science
Wells Fargo June 2014 - Present
Skills
Securities Regulation, Corporate Governance, Securities, Capital Markets, Investment Banking
Education
Harvard Law School 2003 — 2006
J.D.
Middlebury College 1999 — 2003
B.A., Economics, Political Science
Ahsin Murtaza's Wells Fargo Experience August 2007 - May 2011
Job Client Relationship Management Citibank Commercial Cards
Industry Financial Services
Experience
Citi July 2012 - Present
Bank of Montreal June 2011 - May 2012
Wells Fargo August 2007 - May 2011
GE August 2005 - August 2007
Skills
Risk Management, Credit, Credit Risk, Process Improvement, Banking, Loans, Leadership, Management, Customer Service, Finance, Financial Risk, Sales, Team Leadership, Credit Cards, Strategic Planning, Team Building, Analysis, Time Management, Negotiation, Budgets, Credit Analysis, Account Management, Relationship Management, Mortgage Lending, Forecasting, Call Centers, Training, Accounting, Financial Analysis, Vendor Management, Team Management, Financial Services, Commercial Banking, Strategic Financial..., Program Management, Consumer Lending, Business Analysis, Underwriting, Retail Banking, Portfolio Management, Business Development, Analytics, Financial Modeling, Project Planning
Education
York University 2014 — 2016
Master of Business Administration (MBA)
Harvard College 2012 — 2012
Project Management
AIU 2007 — 2011
Bachelor's degree, Economics
Sheridan College 2010 — 2010
Manager Stage One
Seneca College of Applied Arts and Technology 2008 — 2008
Leadership Fundamentals, Managment
Seneca College of Applied Arts and Technology 2005 — 2007
Sales & Marketing
Citi July 2012 - Present
Bank of Montreal June 2011 - May 2012
Wells Fargo August 2007 - May 2011
GE August 2005 - August 2007
Skills
Risk Management, Credit, Credit Risk, Process Improvement, Banking, Loans, Leadership, Management, Customer Service, Finance, Financial Risk, Sales, Team Leadership, Credit Cards, Strategic Planning, Team Building, Analysis, Time Management, Negotiation, Budgets, Credit Analysis, Account Management, Relationship Management, Mortgage Lending, Forecasting, Call Centers, Training, Accounting, Financial Analysis, Vendor Management, Team Management, Financial Services, Commercial Banking, Strategic Financial..., Program Management, Consumer Lending, Business Analysis, Underwriting, Retail Banking, Portfolio Management, Business Development, Analytics, Financial Modeling, Project Planning
Education
York University 2014 — 2016
Master of Business Administration (MBA)
Harvard College 2012 — 2012
Project Management
AIU 2007 — 2011
Bachelor's degree, Economics
Sheridan College 2010 — 2010
Manager Stage One
Seneca College of Applied Arts and Technology 2008 — 2008
Leadership Fundamentals, Managment
Seneca College of Applied Arts and Technology 2005 — 2007
Sales & Marketing
Mike Sherfy's Wells Fargo Experience June 2009 - October 2011
Job Investment Consultant
Industry Financial Services
Experience
TD Ameritrade January 2015 - Present
TD Ameritrade June 2014 - January 2015
AT&T March 2012 - June 2014
AT&T August 2011 - March 2012
Wells Fargo June 2009 - October 2011
Skills
Telecommunications, Sales, Account Management, New Business Development, Direct Sales, Cold Calling, Leadership, Customer Retention, Microsoft Office, Sales Operations, Salesforce.com, Solution Selling
Education
University of Tennessee-Knoxville - College of Business Administration 2005 — 2009
Bachelor's, Finance
TD Ameritrade January 2015 - Present
TD Ameritrade June 2014 - January 2015
AT&T March 2012 - June 2014
AT&T August 2011 - March 2012
Wells Fargo June 2009 - October 2011
Skills
Telecommunications, Sales, Account Management, New Business Development, Direct Sales, Cold Calling, Leadership, Customer Retention, Microsoft Office, Sales Operations, Salesforce.com, Solution Selling
Education
University of Tennessee-Knoxville - College of Business Administration 2005 — 2009
Bachelor's, Finance
Leander Davenport's Wells Fargo Experience January 2013 - Present
Job Sales Support Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2013 - Present
WELLS FARGO & COMPANY January 2009 - January 2012
U.S. Corporate Banking Group January 2007 - January 2009
U.S. Corporate Banking Group January 2005 - January 2007
Wholesale Banking January 2004 - January 2005
Wells Fargo August 1992 - December 2003
Skills
Banking, Portfolio Management, Financial Services, SDLC, Credit, Financial Analysis, PMO, Business Requirements
Education
Hawaii Pacific University 2004 — 2007
Bachelor of Science (BS), Finance, General
Hawaii Pacific University
Bachelor of Science, Business Administration
United States Military Academy at West Point 1988 — 1990
Engineering/Industrial Management
UNITED STATES MILITARY ACADEMY
Wells Fargo January 2013 - Present
WELLS FARGO & COMPANY January 2009 - January 2012
U.S. Corporate Banking Group January 2007 - January 2009
U.S. Corporate Banking Group January 2005 - January 2007
Wholesale Banking January 2004 - January 2005
Wells Fargo August 1992 - December 2003
Skills
Banking, Portfolio Management, Financial Services, SDLC, Credit, Financial Analysis, PMO, Business Requirements
Education
Hawaii Pacific University 2004 — 2007
Bachelor of Science (BS), Finance, General
Hawaii Pacific University
Bachelor of Science, Business Administration
United States Military Academy at West Point 1988 — 1990
Engineering/Industrial Management
UNITED STATES MILITARY ACADEMY
Christina Limberakis's Wells Fargo Experience June 1995 - July 1996
Job Project Manager
Industry Marketing and Advertising
Experience
Sunset Magazine 1999 - 2005
SpringStreet.com July 1998 - February 1999
Wells Fargo June 1995 - July 1996
Market Metrics August 1994 - June 1995
Citi June 1993 - June 1994
Citi July 1989 - June 1993
Education
Harvard University 1984 — 1989
BA, Fine Arts, cum laude. Dean's List.
Sunset Magazine 1999 - 2005
SpringStreet.com July 1998 - February 1999
Wells Fargo June 1995 - July 1996
Market Metrics August 1994 - June 1995
Citi June 1993 - June 1994
Citi July 1989 - June 1993
Education
Harvard University 1984 — 1989
BA, Fine Arts, cum laude. Dean's List.
Luke McCready's Wells Fargo Experience September 2004 - December 2010
Job Internal Compliance
Industry Financial Services
Experience
SolarCity June 2015 - Present
Lyft March 2014 - Present
First Republic Bank May 2014 - March 2015
Wells Fargo Home Mortgage January 2011 - January 2014
Wells Fargo September 2004 - December 2010
Skills
Multi-skilled, Administrative..., Mortgage Underwriting, Mortgage Lending, Mortgage Marketing, Mortgage Fraud, Business Relationship..., Banking, Home Equity Loans, Home Equity Lines of..., Managing Associates, FHA financing, Relationship-building..., Commercial Lending, Consumer Lending, Commercial Banking, Credit, Relationship Management, Loans, Retail Banking
Education
University of San Francisco 2004 — 2005
master of business administration
Hastings College 1999 — 2003
Bachelor of Arts (BA), Accounting
SolarCity June 2015 - Present
Lyft March 2014 - Present
First Republic Bank May 2014 - March 2015
Wells Fargo Home Mortgage January 2011 - January 2014
Wells Fargo September 2004 - December 2010
Skills
Multi-skilled, Administrative..., Mortgage Underwriting, Mortgage Lending, Mortgage Marketing, Mortgage Fraud, Business Relationship..., Banking, Home Equity Loans, Home Equity Lines of..., Managing Associates, FHA financing, Relationship-building..., Commercial Lending, Consumer Lending, Commercial Banking, Credit, Relationship Management, Loans, Retail Banking
Education
University of San Francisco 2004 — 2005
master of business administration
Hastings College 1999 — 2003
Bachelor of Arts (BA), Accounting
Ashley Leeper's Wells Fargo Experience April 2014 - Present
Job .
Industry Banking
Experience
Wells Fargo April 2014 - Present
Walgreens June 2004 - April 2014
Kool Kids Child Care May 2004 - March 2007
Skills
Customer Service, Management, Microsoft Office, Retail, Cashiering, Public Speaking, Social Media, Microsoft Word
Education
Hawkeye Community College 2004 — 2007
Associate of Arts (AA), Professional Photography
Wells Fargo April 2014 - Present
Walgreens June 2004 - April 2014
Kool Kids Child Care May 2004 - March 2007
Skills
Customer Service, Management, Microsoft Office, Retail, Cashiering, Public Speaking, Social Media, Microsoft Word
Education
Hawkeye Community College 2004 — 2007
Associate of Arts (AA), Professional Photography
Ben Faltesek's Wells Fargo Experience October 2012 - February 2013
Job Banking Professional
Industry Banking
Experience
Wells Fargo October 2012 - February 2013
Accountemps, Wells Fargo 2012 - 2013
Skills
Microsoft Excel, Python, Document Management, Document Review, Document Imaging, Editing, Proofreading, symbolic logic, non-violent..., Academic Tutoring, Peer Tutoring, Music Education
Education
University of Minnesota-Twin Cities 2007 — 2012
Bachelor of Arts (B.A.), Philosophy, History
Harvard University 2001 — 2005
Wells Fargo October 2012 - February 2013
Accountemps, Wells Fargo 2012 - 2013
Skills
Microsoft Excel, Python, Document Management, Document Review, Document Imaging, Editing, Proofreading, symbolic logic, non-violent..., Academic Tutoring, Peer Tutoring, Music Education
Education
University of Minnesota-Twin Cities 2007 — 2012
Bachelor of Arts (B.A.), Philosophy, History
Harvard University 2001 — 2005
Scott DeMaris's Wells Fargo Experience April 2012 - Present
Job Sales Support Representative at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2012 - Present
Wells Fargo Home Mortgage July 2009 - March 2012
Skills
Finance, Sales, Microsoft Office, Negotiation
Education
University of Northern Iowa 2004 — 2007
Bachelor's degree, History
Hawkeye Community College 2002 — 2004
Wells Fargo April 2012 - Present
Wells Fargo Home Mortgage July 2009 - March 2012
Skills
Finance, Sales, Microsoft Office, Negotiation
Education
University of Northern Iowa 2004 — 2007
Bachelor's degree, History
Hawkeye Community College 2002 — 2004
Tom Slonaker's Wells Fargo Experience 1993 - 1996
Job Banking Professional
Industry Banking
Experience
Wells Fargo 1993 - 1996
Skills
Financial Analysis, Customer Service, Banking, Loans, Business Analysis, Risk Management, Portfolio Management
Education
Harvard University 1958 — 1960
Master of Business Administration (M.B.A.)
Williams College 1953 — 1957
Bachelor’s Degree
Wells Fargo 1993 - 1996
Skills
Financial Analysis, Customer Service, Banking, Loans, Business Analysis, Risk Management, Portfolio Management
Education
Harvard University 1958 — 1960
Master of Business Administration (M.B.A.)
Williams College 1953 — 1957
Bachelor’s Degree
Rachel Grossman's Wells Fargo Experience October 2007 - Present
Job Director, Wells Fargo Multifamily Capital
Industry Real Estate
Experience
Wells Fargo October 2007 - Present
New York City Housing Development Corporation October 1998 - October 2007
Skills
Affordable Housing, Community Development, Real Estate Economics, Real Estate Financing, Real Estate Transactions, Real Estate, Commercial Real Estate, Financial Analysis
Education
Harvard University, John F. Kennedy School of Government 1996 — 1998
Master of Public Policy, Housing and Urban Development
Yale University 1990 — 1994
Bachelor's Degree, Politcal Science and International Studies
Concord Academy 1988 — 1990
Wells Fargo October 2007 - Present
New York City Housing Development Corporation October 1998 - October 2007
Skills
Affordable Housing, Community Development, Real Estate Economics, Real Estate Financing, Real Estate Transactions, Real Estate, Commercial Real Estate, Financial Analysis
Education
Harvard University, John F. Kennedy School of Government 1996 — 1998
Master of Public Policy, Housing and Urban Development
Yale University 1990 — 1994
Bachelor's Degree, Politcal Science and International Studies
Concord Academy 1988 — 1990
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank