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
Jeff Boyd Jeff Boyd's Wells Fargo Experience August 2010 - August 2011
Job
Industry Computer Software
Experience
StayWell Health Management August 2011 - Present
Wells Fargo August 2010 - August 2011
FLS Connect April 2010 - July 2010
RJJ Industries, LLC February 2009 - April 2010
Comtrol Corporation August 2008 - February 2009
Motorola, Inc. April 2006 - July 2008
LuggageMasters August 2004 - April 2006
Cray, Inc June 1997 - July 2004
SGI March 1996 - June 1997
Cray Research, Inc January 1987 - February 1996
Skills
Testing, SQL Server, .NET, Web Applications, Unix, Software Development, C#, Software Engineering, Perl, C, Visual Studio, Linux, Object Oriented Design, XML, Agile Methodologies, C++, Shell Scripting, Subversion, Web Services
Education
Marquette University 1982 — 1987
Bachelo of Science
StayWell Health Management August 2011 - Present
Wells Fargo August 2010 - August 2011
FLS Connect April 2010 - July 2010
RJJ Industries, LLC February 2009 - April 2010
Comtrol Corporation August 2008 - February 2009
Motorola, Inc. April 2006 - July 2008
LuggageMasters August 2004 - April 2006
Cray, Inc June 1997 - July 2004
SGI March 1996 - June 1997
Cray Research, Inc January 1987 - February 1996
Skills
Testing, SQL Server, .NET, Web Applications, Unix, Software Development, C#, Software Engineering, Perl, C, Visual Studio, Linux, Object Oriented Design, XML, Agile Methodologies, C++, Shell Scripting, Subversion, Web Services
Education
Marquette University 1982 — 1987
Bachelo of Science
Mitchell Hanna, MBA Mitchell Hanna, MBA's Wells Fargo Experience December 2013 - February 2015
Job Analytics Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2013 - February 2015
Strategic Analysis, Inc. October 2012 - September 2013
HILL Strategic Brand Solutions April 2011 - October 2012
The Highlands at Wyomissing January 2008 - May 2008
Skills
Marketing, Analytics, Strategic Partnerships, Marketing Strategy, Brand Management, Business Strategy, Advertising, Competitive Analysis, Marketing Communications, Product Marketing, Graphic Design, Marketing Research, Social Media, Social Media Marketing, Direct Marketing, Marketing Management, Brand Development, Market Analysis, Market Research, Email Marketing, Online Marketing, B2B Marketing, Strategy, Market Planning, Business Development, SEO, Social Networking, Facebook, Digital Marketing
Education
Marquette University 2008 — 2010
Master of Business Administration, Marketing, 3.8
Penn State University 2005 — 2008
Bachelor of Science, Business; Management and Marketing, 3.8
Wells Fargo December 2013 - February 2015
Strategic Analysis, Inc. October 2012 - September 2013
HILL Strategic Brand Solutions April 2011 - October 2012
The Highlands at Wyomissing January 2008 - May 2008
Skills
Marketing, Analytics, Strategic Partnerships, Marketing Strategy, Brand Management, Business Strategy, Advertising, Competitive Analysis, Marketing Communications, Product Marketing, Graphic Design, Marketing Research, Social Media, Social Media Marketing, Direct Marketing, Marketing Management, Brand Development, Market Analysis, Market Research, Email Marketing, Online Marketing, B2B Marketing, Strategy, Market Planning, Business Development, SEO, Social Networking, Facebook, Digital Marketing
Education
Marquette University 2008 — 2010
Master of Business Administration, Marketing, 3.8
Penn State University 2005 — 2008
Bachelor of Science, Business; Management and Marketing, 3.8
Margaret Kaymen Margaret Kaymen's Wells Fargo Experience 2002 - 2008
Job Customer Call Center Associate at HSA Bank
Industry Events Services
Experience
HSA Bank September 2012 - Present
A Great Event 2008 - Present
Bank First National - Manitowoc 2008 - September 2012
Holy Family School 2005 - 2008
Wells Fargo 2002 - 2008
Wells Fargo 1995 - 2001
Wells Fargo 1984 - 1992
Skills
Corporate Events, Event Planning, Social Events, Galas, Holiday Parties, Special Events, Event Management, Corporate Meetings, Fundraisers, Private Events, Conferences
Education
Marquette University 1979 — 1993
Bachelor of Business Administration (B.B.A.), Marketing
Sheboygan North High School 1976 — 1979
High School Diploma
HSA Bank September 2012 - Present
A Great Event 2008 - Present
Bank First National - Manitowoc 2008 - September 2012
Holy Family School 2005 - 2008
Wells Fargo 2002 - 2008
Wells Fargo 1995 - 2001
Wells Fargo 1984 - 1992
Skills
Corporate Events, Event Planning, Social Events, Galas, Holiday Parties, Special Events, Event Management, Corporate Meetings, Fundraisers, Private Events, Conferences
Education
Marquette University 1979 — 1993
Bachelor of Business Administration (B.B.A.), Marketing
Sheboygan North High School 1976 — 1979
High School Diploma
Kyle Braun Kyle Braun's Wells Fargo Experience 2014 - 2015
Job Technician at TransGlobal Storage Systems
Industry Mechanical or Industrial Engineering
Experience
TransGlobal Storage Systems May 2008 - Present
Wells Fargo 2014 - 2015
Papa Murphys Take n Bake September 2013 - October 2014
University of St. Thomas May 2006 - August 2008
Skills
Optics, Customer Service, Microsoft Office, LabVIEW, Laboratory Skills, Physics, Matlab, Electronics
Education
Marquette University 2009 — 2011
Master of Arts (M.A.), Philosophy, 3.5
University of St. Thomas 2004 — 2009
Bachelor of Science (BS), Physics, 3.6
University of St. Thomas 2004 — 2009
Bachelor of Arts (B.A.), Philosophy, 3.6
TransGlobal Storage Systems May 2008 - Present
Wells Fargo 2014 - 2015
Papa Murphys Take n Bake September 2013 - October 2014
University of St. Thomas May 2006 - August 2008
Skills
Optics, Customer Service, Microsoft Office, LabVIEW, Laboratory Skills, Physics, Matlab, Electronics
Education
Marquette University 2009 — 2011
Master of Arts (M.A.), Philosophy, 3.5
University of St. Thomas 2004 — 2009
Bachelor of Science (BS), Physics, 3.6
University of St. Thomas 2004 — 2009
Bachelor of Arts (B.A.), Philosophy, 3.6
Katie O'Neill Katie O'Neill's Wells Fargo Experience 2003 - 2005
Job Tax Manager at Bostik
Industry Accounting
Experience
Bostik December 2013 - Present
Deloitte June 2008 - November 2013
Harley-Davidson November 2005 - April 2008
Deloitte Tax, LLP June 2007 - August 2007
Wells Fargo 2003 - 2005
Skills
Accounting, Tax, CPA, Corporate Tax, Tax Accounting, Income Tax, Tax Research, Tax Returns, Fixed Assets, Big 4, US Tax, FIN 48, Accountants, IRS, Corporate Tax Planning
Education
Marquette University 2007 — 2008
MSA, Accounting
Marquette University 2003 — 2007
BSBA, Accounting
Bostik December 2013 - Present
Deloitte June 2008 - November 2013
Harley-Davidson November 2005 - April 2008
Deloitte Tax, LLP June 2007 - August 2007
Wells Fargo 2003 - 2005
Skills
Accounting, Tax, CPA, Corporate Tax, Tax Accounting, Income Tax, Tax Research, Tax Returns, Fixed Assets, Big 4, US Tax, FIN 48, Accountants, IRS, Corporate Tax Planning
Education
Marquette University 2007 — 2008
MSA, Accounting
Marquette University 2003 — 2007
BSBA, Accounting
Shue Her Shue Her's Wells Fargo Experience November 2008 - May 2011
Job Branch Manager, Vice President at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. November 2014 - Present
JPMorgan Chase & Co. January 2014 - Present
JPMorgan Chase & Co. June 2013 - October 2014
JPMorgan Chase & Co. June 2011 - October 2014
JPMorgan Chase & Co. August 2012 - December 2013
Wells Fargo November 2008 - May 2011
Southwestern Company April 2005 - September 2008
Skills
Customer Service, Sales Process, Direct Sales, Sales Management, Sales, Sales Presentations, Time Management, Building Relationships, Team Building, Customer Satisfaction, Team Leadership, Coaching, Customer Relations, Bilingual, Typing, Able To Multi-task, Team Management, Team Spirit, Team Oriented, Microsoft Excel, Microsoft Office, Microsoft Word, Mozilla, Firefox, Internet Explorer, Recruiting, Sales Trainings
Education
University of Wisconsin-Madison 2005 — 2007
Bachelors, Economics
Marquette University 2003 — 2005
JPMorgan Chase & Co. November 2014 - Present
JPMorgan Chase & Co. January 2014 - Present
JPMorgan Chase & Co. June 2013 - October 2014
JPMorgan Chase & Co. June 2011 - October 2014
JPMorgan Chase & Co. August 2012 - December 2013
Wells Fargo November 2008 - May 2011
Southwestern Company April 2005 - September 2008
Skills
Customer Service, Sales Process, Direct Sales, Sales Management, Sales, Sales Presentations, Time Management, Building Relationships, Team Building, Customer Satisfaction, Team Leadership, Coaching, Customer Relations, Bilingual, Typing, Able To Multi-task, Team Management, Team Spirit, Team Oriented, Microsoft Excel, Microsoft Office, Microsoft Word, Mozilla, Firefox, Internet Explorer, Recruiting, Sales Trainings
Education
University of Wisconsin-Madison 2005 — 2007
Bachelors, Economics
Marquette University 2003 — 2005
Frank Brown, MBA, M.S.'s Wells Fargo Experience February 1992 - November 2005
Job Financial Services Manager
Industry Financial Services
Experience
Southern Wesleyan University January 2015 - Present
Citi June 2005 - Present
Forrest Junior College August 2011 - October 2013
Wells Fargo February 1992 - November 2005
Skills
Management, Coaching, Public Speaking, Strategic Planning, Budgets, Change Management, Process Improvement, Financial Analysis, Performance Management, Microsoft Excel, Outlook, Program Management, B2B, Banking, Risk Management, Social Networking, PowerPoint, Operations Management, Fundraising, Forecasting, Employee Relations, Recruiting, Training, Talent Management, Sales, Leadership, Project Management, Team Building, Human Resources, Business Development, Sales Management, Credit, Relationship Management, Negotiation, Financial Services, Credit Risk, Finance, Credit Analysis, Microsoft Office, Mortgage Lending, Financial Reporting, Consumer Lending, Loans, Financial Risk, Talent Acquisition, Accounts Receivable, Cross Selling, New Business Development, Portfolio Management, Loan Origination
Education
Strayer University (VA) 2011 — 2013
Master's degree, Accounting
Strayer University (DC) 2007 — 2009
MBA, Finance
Mars Hill College 1988 — 1992
BS, Business Administration
Clemson University - College of Business and Behavioral Science
Southern Wesleyan University January 2015 - Present
Citi June 2005 - Present
Forrest Junior College August 2011 - October 2013
Wells Fargo February 1992 - November 2005
Skills
Management, Coaching, Public Speaking, Strategic Planning, Budgets, Change Management, Process Improvement, Financial Analysis, Performance Management, Microsoft Excel, Outlook, Program Management, B2B, Banking, Risk Management, Social Networking, PowerPoint, Operations Management, Fundraising, Forecasting, Employee Relations, Recruiting, Training, Talent Management, Sales, Leadership, Project Management, Team Building, Human Resources, Business Development, Sales Management, Credit, Relationship Management, Negotiation, Financial Services, Credit Risk, Finance, Credit Analysis, Microsoft Office, Mortgage Lending, Financial Reporting, Consumer Lending, Loans, Financial Risk, Talent Acquisition, Accounts Receivable, Cross Selling, New Business Development, Portfolio Management, Loan Origination
Education
Strayer University (VA) 2011 — 2013
Master's degree, Accounting
Strayer University (DC) 2007 — 2009
MBA, Finance
Mars Hill College 1988 — 1992
BS, Business Administration
Clemson University - College of Business and Behavioral Science
Rachael Shippell's Wells Fargo Experience October 2012 - June 2013
Job National Account Manager at Quill
Industry Telecommunications
Experience
Quill June 2013 - Present
Wells Fargo October 2012 - June 2013
Verizon Wireless November 2004 - October 2012
Skills
Direct Sales, Solution Selling, Sales Operations, Cold Calling, Wireless, Account Management, Sales Process, Telecommunications, Customer Retention, Sales, Sales Management, Selling, Salesforce.com, B2B, Sales Presentations, Customer Satisfaction, Customer Experience, Call Centers, Mobile Devices, New Business Development
Education
Marion Military Institute 2000 — 2001
Valencia Community College
Quill June 2013 - Present
Wells Fargo October 2012 - June 2013
Verizon Wireless November 2004 - October 2012
Skills
Direct Sales, Solution Selling, Sales Operations, Cold Calling, Wireless, Account Management, Sales Process, Telecommunications, Customer Retention, Sales, Sales Management, Selling, Salesforce.com, B2B, Sales Presentations, Customer Satisfaction, Customer Experience, Call Centers, Mobile Devices, New Business Development
Education
Marion Military Institute 2000 — 2001
Valencia Community College
peter percival's Wells Fargo Experience February 1988 - September 2008
Job owner at Nth Degree Financial LLC
Industry Financial Services
Experience
Nth Degree Financial LLC August 2011 - Present
Syverson Strege & Company November 2008 - August 2011
Wells Fargo February 1988 - September 2008
Skills
Retirement, Estate Planning, Investment Advisory, Retirement Planning, Asset Management, Wealth Management
Education
Seattle University Law School
Juris Doctorate, law
Marquette University
Bachelor of Arts, Political Science
Nth Degree Financial LLC August 2011 - Present
Syverson Strege & Company November 2008 - August 2011
Wells Fargo February 1988 - September 2008
Skills
Retirement, Estate Planning, Investment Advisory, Retirement Planning, Asset Management, Wealth Management
Education
Seattle University Law School
Juris Doctorate, law
Marquette University
Bachelor of Arts, Political Science
Peter Lefaivre Peter Lefaivre's Wells Fargo Experience January 2013 - October 2014
Job Real Estate Representative Global Store Development at Starbucks
Industry Commercial Real Estate
Experience
Starbucks October 2014 - Present
Wells Fargo January 2013 - October 2014
Cresa June 2012 - November 2012
Fiduciary Real Estate Development May 2011 - September 2011
Skills
Real Estate Economics, Leases, Financial Modeling, Financial Analysis, Real Estate
Education
Marquette University 2008 — 2012
Bachelor of Science in Business Administration, Commercial Real Estate
Starbucks October 2014 - Present
Wells Fargo January 2013 - October 2014
Cresa June 2012 - November 2012
Fiduciary Real Estate Development May 2011 - September 2011
Skills
Real Estate Economics, Leases, Financial Modeling, Financial Analysis, Real Estate
Education
Marquette University 2008 — 2012
Bachelor of Science in Business Administration, Commercial Real Estate
Amanda McCormack, J.D. Amanda McCormack, J.D.'s Wells Fargo Experience January 2012 - July 2012
Job Estate Planning and Fiduciary Law Attorney
Industry Law Practice
Experience
Angermeier & Rogers, LLP April 2014 - Present
Johnson Bank October 2012 - April 2014
Wells Fargo Bank July 2009 - October 2012
Wells Fargo January 2012 - July 2012
Associated Bank September 2008 - November 2009
Angermeier & Rogers, LLP May 2006 - June 2008
Angermeier & Rogers, LLP 2003 - 2006
Angermeier & Rogers, LLP January 2002 - 2003
Skills
Estate Planning, Wealth Management, Banking, Retirement Planning, Estate Tax Planning, Financial Analysis, Securities, Trusts, Portfolio Management, Tax, Wills, Real Estate, Due Diligence, Risk Management
Education
Marquette University 2002 — 2006
JD, Law
The University of Texas at Austin 1998 — 2001
BA, Psychology, Business Administration
Angermeier & Rogers, LLP April 2014 - Present
Johnson Bank October 2012 - April 2014
Wells Fargo Bank July 2009 - October 2012
Wells Fargo January 2012 - July 2012
Associated Bank September 2008 - November 2009
Angermeier & Rogers, LLP May 2006 - June 2008
Angermeier & Rogers, LLP 2003 - 2006
Angermeier & Rogers, LLP January 2002 - 2003
Skills
Estate Planning, Wealth Management, Banking, Retirement Planning, Estate Tax Planning, Financial Analysis, Securities, Trusts, Portfolio Management, Tax, Wills, Real Estate, Due Diligence, Risk Management
Education
Marquette University 2002 — 2006
JD, Law
The University of Texas at Austin 1998 — 2001
BA, Psychology, Business Administration
Nelson Benitez Nelson Benitez's Wells Fargo Experience June 2011 - August 2011
Job Staff Accountant
Industry Accounting
Experience
Wedgewood Inc. August 2015 - Present
VCA Antech May 2013 - Present
Diamond Generating Corporation August 2012 - May 2013
Marist College September 2010 - May 2012
Wells Fargo June 2011 - August 2011
Marist College October 2009 - September 2010
American Apparel June 2008 - August 2008
Skills
Photoshop, PowerPoint, Microsoft Excel, Microsoft Word, Selenium Testing, Lotus Notes, Spanish, Great Plains Software, FRx Report Designer, Event Planning, Accounting, Accounts Payable, Management, Financial Analysis, Facebook, Nonprofits, Market Research
Education
Marist College 2008 — 2012
Bachelor of Science (B.S.), Accounting
Wedgewood Inc. August 2015 - Present
VCA Antech May 2013 - Present
Diamond Generating Corporation August 2012 - May 2013
Marist College September 2010 - May 2012
Wells Fargo June 2011 - August 2011
Marist College October 2009 - September 2010
American Apparel June 2008 - August 2008
Skills
Photoshop, PowerPoint, Microsoft Excel, Microsoft Word, Selenium Testing, Lotus Notes, Spanish, Great Plains Software, FRx Report Designer, Event Planning, Accounting, Accounts Payable, Management, Financial Analysis, Facebook, Nonprofits, Market Research
Education
Marist College 2008 — 2012
Bachelor of Science (B.S.), Accounting
Tim Dillon Tim Dillon's Wells Fargo Experience 2012 - Present
Job Senior Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo 2012 - Present
Communications Service, Inc. 2011 - Present
Bank of America/Merrill Lynch October 2007 - 2012
LaSalle Bank, N.A.(acquired by Bank of America in October 2007) November 1997 - October 2007
Comerica Bank March 1984 - November 1997
Education
Marquette University 1979 — 1983
BS, Finance
University of Detroit 1986 — 1988
Master of Business Administration (MBA), Finance
Wells Fargo 2012 - Present
Communications Service, Inc. 2011 - Present
Bank of America/Merrill Lynch October 2007 - 2012
LaSalle Bank, N.A.(acquired by Bank of America in October 2007) November 1997 - October 2007
Comerica Bank March 1984 - November 1997
Education
Marquette University 1979 — 1983
BS, Finance
University of Detroit 1986 — 1988
Master of Business Administration (MBA), Finance
Diana Chew Diana Chew's Wells Fargo Experience March 2014 - Present
Job AML Operations Analyst II at CitiBank
Industry Banking
Experience
CitiBank March 2015 - Present
Wells Fargo March 2014 - Present
Citi through Adecco September 2014 - February 2015
LoanCare, A ServiceLink Company April 2014 - September 2014
Wells Fargo Home Mortgage April 2012 - January 2013
Wachovia Bank, a Wells Fargo Company 2001 - 2012
First Union National Bank 1998 - 2001
CoreStates New Jersey National Bank 1988 - 1998
New Jersey National Bank 1982 - 1988
Skills
Banking, Training, Call Centers, Customer Service, Coaching, Training Delivery, Outlook, Microsoft Excel, Microsoft Office, Leadership Development, Retail Banking, Live Meeting, Lotus Notes, Public Speaking, Team Building, Call Center, Time Management, Microsoft Word, Mortgage Banking, Customer Relations, Mentoring, PowerPoint, Word, Excel, Problem Solving, Compliance, Branch Operations, Branch Management, Teller Operations, Instructing, Active Listening, Monitoring Performance, LCD Projectors, Active Learning, MSP, Pacer, Branch Banking, Small Business, LexisNexis, Investigation, AML
Education
Marshall University 1972 — 1975
St. Marys High School
CitiBank March 2015 - Present
Wells Fargo March 2014 - Present
Citi through Adecco September 2014 - February 2015
LoanCare, A ServiceLink Company April 2014 - September 2014
Wells Fargo Home Mortgage April 2012 - January 2013
Wachovia Bank, a Wells Fargo Company 2001 - 2012
First Union National Bank 1998 - 2001
CoreStates New Jersey National Bank 1988 - 1998
New Jersey National Bank 1982 - 1988
Skills
Banking, Training, Call Centers, Customer Service, Coaching, Training Delivery, Outlook, Microsoft Excel, Microsoft Office, Leadership Development, Retail Banking, Live Meeting, Lotus Notes, Public Speaking, Team Building, Call Center, Time Management, Microsoft Word, Mortgage Banking, Customer Relations, Mentoring, PowerPoint, Word, Excel, Problem Solving, Compliance, Branch Operations, Branch Management, Teller Operations, Instructing, Active Listening, Monitoring Performance, LCD Projectors, Active Learning, MSP, Pacer, Branch Banking, Small Business, LexisNexis, Investigation, AML
Education
Marshall University 1972 — 1975
St. Marys High School
Elli Dai Elli Dai's Wells Fargo Experience August 2015 - Present
Job Head of Corporate Benefits at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2015 - Present
Wells Fargo September 2008 - August 2015
Wells Fargo January 2005 - September 2008
Strong Capital Management September 1998 - December 2004
Skills
Vendor Management, Financial Services, Mentoring, Investments, Portfolio Management, Leadership, Mutual Funds, Series 7, Banking, Management, Wealth Management, Asset Management, Strategic Planning, Relationship Management, Qualified Retirement..., Strategy, Change Management
Education
Marquette University 1988 — 1992
B.S., Business Administration
Northwestern University - Kellogg School of Management
MBA, Marketing, Mgmt, Org Beh
Wells Fargo August 2015 - Present
Wells Fargo September 2008 - August 2015
Wells Fargo January 2005 - September 2008
Strong Capital Management September 1998 - December 2004
Skills
Vendor Management, Financial Services, Mentoring, Investments, Portfolio Management, Leadership, Mutual Funds, Series 7, Banking, Management, Wealth Management, Asset Management, Strategic Planning, Relationship Management, Qualified Retirement..., Strategy, Change Management
Education
Marquette University 1988 — 1992
B.S., Business Administration
Northwestern University - Kellogg School of Management
MBA, Marketing, Mgmt, Org Beh
Stephanie Barr Stephanie Barr's Wells Fargo Experience March 2015 - Present
Job Business Initiatives Consultant
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Wells Fargo August 2011 - February 2015
Paycor September 2006 - February 2008
Wachovia Securities October 2003 - December 2005
Wachovia Securities November 2002 - September 2003
Wachovia Securities October 1999 - November 2002
Skills
FINRA Series..., FL Life, Health and..., Banking, Financial Services, Risk Management, Process Improvement, Business Analysis, Series 7, Finance, Project Management, Investments, Customer Service, Series 63, Insurance, Leadership, Microsoft Office, Visio, Sales, Team Building, Analytics, Account Management, Training, FINRA, PowerPoint, Vendor Management
Education
University of Alabama 2014 — 2016
Master's degree, International Business
University of Phoenix 2004 — 2006
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
UNC Charlotte 2002 — 2004
Banking, Corporate, Finance, and Securities Law
Mars Hill College 2000 — 2002
Business, Management, Marketing, and Related Support Services
Wells Fargo March 2015 - Present
Wells Fargo August 2011 - February 2015
Paycor September 2006 - February 2008
Wachovia Securities October 2003 - December 2005
Wachovia Securities November 2002 - September 2003
Wachovia Securities October 1999 - November 2002
Skills
FINRA Series..., FL Life, Health and..., Banking, Financial Services, Risk Management, Process Improvement, Business Analysis, Series 7, Finance, Project Management, Investments, Customer Service, Series 63, Insurance, Leadership, Microsoft Office, Visio, Sales, Team Building, Analytics, Account Management, Training, FINRA, PowerPoint, Vendor Management
Education
University of Alabama 2014 — 2016
Master's degree, International Business
University of Phoenix 2004 — 2006
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
UNC Charlotte 2002 — 2004
Banking, Corporate, Finance, and Securities Law
Mars Hill College 2000 — 2002
Business, Management, Marketing, and Related Support Services
Jamar Turner's Wells Fargo Experience May 2013 - June 2014
Job Accounting Assistant at Fast Lane
Industry Insurance
Experience
Fast Lane June 2014 - Present
Wells Fargo May 2013 - June 2014
North Carolina Farm Bureau November 2010 - May 2013
Skills
Accounts Receivable, General Ledger, Mac OS X, Microsoft Office 2007, Budget Analysis, Accounting, Peachtree, Financial Accounting, Financial Reporting, Auditing, Audit, Excel, Outlook, Word, Access, PowerPoint, Microsoft Office, Customer Service, Accounts Payable, Reconciliation, Problem Solving, Financial Analysis, Team Leadership, Budgeting, Microsoft Excel, Financial Statements, Budgets, Insurance, QuickBooks, Social Networking, Teamwork, Management, Masterbuilder, Microsoft Word
Education
North Carolina State University 2007 — 2010
Bachelor of Science, Accounting
Marshall University 2005 — 2007
Bachelor of Science, Accounting
Fast Lane June 2014 - Present
Wells Fargo May 2013 - June 2014
North Carolina Farm Bureau November 2010 - May 2013
Skills
Accounts Receivable, General Ledger, Mac OS X, Microsoft Office 2007, Budget Analysis, Accounting, Peachtree, Financial Accounting, Financial Reporting, Auditing, Audit, Excel, Outlook, Word, Access, PowerPoint, Microsoft Office, Customer Service, Accounts Payable, Reconciliation, Problem Solving, Financial Analysis, Team Leadership, Budgeting, Microsoft Excel, Financial Statements, Budgets, Insurance, QuickBooks, Social Networking, Teamwork, Management, Masterbuilder, Microsoft Word
Education
North Carolina State University 2007 — 2010
Bachelor of Science, Accounting
Marshall University 2005 — 2007
Bachelor of Science, Accounting
Charles Broyles Charles Broyles's Wells Fargo Experience January 2013 - Present
Job Treasury Management Sales Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2013 - Present
Wells Fargo Home Mortgage December 2009 - December 2013
Skills
Liability management, Financial Services, Key Account Development, Relationship Management, Direct Sales, Mortgage Lending, Sales, Real Estate
Education
Marquette University 1992 — 1996
Bachelor of Arts, Communication, General
Benilde St. Margaret's 1989 — 1992
Wells Fargo January 2013 - Present
Wells Fargo Home Mortgage December 2009 - December 2013
Skills
Liability management, Financial Services, Key Account Development, Relationship Management, Direct Sales, Mortgage Lending, Sales, Real Estate
Education
Marquette University 1992 — 1996
Bachelor of Arts, Communication, General
Benilde St. Margaret's 1989 — 1992
Brenda V Dekan's Wells Fargo Experience April 2013 - Present
Job Wells Fargo NMLSR 1053110
Industry Banking
Experience
Wells Fargo April 2013 - Present
Skills
Relocation, Short Sales, Listings, Condos, New Home Sales, Foreclosures, ABR, Referrals, REO, Investment Properties, Buyers, Move Up Buyers, Investors, Residential Homes, SFR, Loans, Mortgage Lending, Customer Service, Sales
Education
Marquette University
Bachelor's degree, Business, Management, Marketing, and Related Support Services, 4.0
Pewaukee High School
Wells Fargo April 2013 - Present
Skills
Relocation, Short Sales, Listings, Condos, New Home Sales, Foreclosures, ABR, Referrals, REO, Investment Properties, Buyers, Move Up Buyers, Investors, Residential Homes, SFR, Loans, Mortgage Lending, Customer Service, Sales
Education
Marquette University
Bachelor's degree, Business, Management, Marketing, and Related Support Services, 4.0
Pewaukee High School
Joshua Yamat Joshua Yamat's Wells Fargo Experience 2000 - 2005
Job Market PresidentCommerce State Bank
Industry Banking
Experience
Commerce State Bank June 2015 - Present
Commerce State Bank January 2015 - Present
Southport Bank July 2011 - October 2014
M&I Bank 2005 - 2011
Wells Fargo 2000 - 2005
Skills
Commercial Banking, Commercial Lending, Small Business Lending, Loans, Banking, Financial Analysis, Portfolio Management, Underwriting, Credit, Finance, Credit Analysis, Mortgage Lending, Auditing, Credit Risk, Commercial Mortgages, Treasury Management, Investments, Asset Based Lending, Mortgage Banking, Lines Of Credit, Risk Management, Consumer Lending, Cash Management, Leadership, Loan Origination, Retail Banking
Education
Marquette University 2002 — 2006
Master of Business Administration (M.B.A.), Finance
University of Wisconsin-Madison 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance
Commerce State Bank June 2015 - Present
Commerce State Bank January 2015 - Present
Southport Bank July 2011 - October 2014
M&I Bank 2005 - 2011
Wells Fargo 2000 - 2005
Skills
Commercial Banking, Commercial Lending, Small Business Lending, Loans, Banking, Financial Analysis, Portfolio Management, Underwriting, Credit, Finance, Credit Analysis, Mortgage Lending, Auditing, Credit Risk, Commercial Mortgages, Treasury Management, Investments, Asset Based Lending, Mortgage Banking, Lines Of Credit, Risk Management, Consumer Lending, Cash Management, Leadership, Loan Origination, Retail Banking
Education
Marquette University 2002 — 2006
Master of Business Administration (M.B.A.), Finance
University of Wisconsin-Madison 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance
Bridget Essma MBA Bridget Essma MBA's Wells Fargo Experience June 2005 - October 2010
Job Business Initiatives Manager at Wells Fargo Insurance Services
Industry Financial Services
Experience
Wells Fargo Insurance Services October 2012 - Present
Wells Fargo Bank, N.A. November 2010 - November 2012
Wells Fargo June 2005 - October 2010
Wells Fargo Advisors 2004 - 2005
Wells Fargo Insurance Services 1997 - 2004
Wells Fargo Advisors 1991 - 1997
Skills
Retail Banking, Customer Service, Cross Selling, Consumer Lending, Wealth Management, Strategic Planning, Virtual Teams, Community Outreach, Events, Non-profits, Problem Solving, Product Management, Cross-functional Team..., Situational Leadership, Learning Management, Leadership Development, Thought Leadership, Small Business Lending, Loans, Process Improvement, Microsoft Office, Marketing Communications, Strategic Communications, Investment Brokerage, Insurance, Training, Leadership, Sales Management, Sales, Recruiting, Marketing, Coaching, Budgets, Investments, Nonprofits, Customer Insight, Team Leadership, Marketing Strategy
Education
University of St. Thomas
MBA, Management
Marquette University 1979 — 1983
BS, Medical Technology
Wells Fargo Insurance Services October 2012 - Present
Wells Fargo Bank, N.A. November 2010 - November 2012
Wells Fargo June 2005 - October 2010
Wells Fargo Advisors 2004 - 2005
Wells Fargo Insurance Services 1997 - 2004
Wells Fargo Advisors 1991 - 1997
Skills
Retail Banking, Customer Service, Cross Selling, Consumer Lending, Wealth Management, Strategic Planning, Virtual Teams, Community Outreach, Events, Non-profits, Problem Solving, Product Management, Cross-functional Team..., Situational Leadership, Learning Management, Leadership Development, Thought Leadership, Small Business Lending, Loans, Process Improvement, Microsoft Office, Marketing Communications, Strategic Communications, Investment Brokerage, Insurance, Training, Leadership, Sales Management, Sales, Recruiting, Marketing, Coaching, Budgets, Investments, Nonprofits, Customer Insight, Team Leadership, Marketing Strategy
Education
University of St. Thomas
MBA, Management
Marquette University 1979 — 1983
BS, Medical Technology
David Keppen David Keppen's Wells Fargo Experience March 2008 - September 2009
Job Insights Manager at MillerCoors
Industry Food & Beverages
Experience
MillerCoors July 2011 - Present
MillerCoors May 2010 - July 2011
Marqeutte University August 2009 - December 2010
Wells Fargo March 2008 - September 2009
Peace Corps June 2005 - July 2007
Education
Marquette University 2009 — 2011
MS, Applied Economics specializing in Financial Economics
University of Minnesota-Twin Cities 2000 — 2004
BA, Economics Quantitative Analysis
Lincoln High School
MillerCoors July 2011 - Present
MillerCoors May 2010 - July 2011
Marqeutte University August 2009 - December 2010
Wells Fargo March 2008 - September 2009
Peace Corps June 2005 - July 2007
Education
Marquette University 2009 — 2011
MS, Applied Economics specializing in Financial Economics
University of Minnesota-Twin Cities 2000 — 2004
BA, Economics Quantitative Analysis
Lincoln High School
Alex T. Freeman Alex T. Freeman's Wells Fargo Experience March 2012 - January 2013
Job Small Business Credit Lead Underwriter I at TD
Industry Banking
Experience
TD March 2014 - Present
TD January 2013 - March 2014
Wells Fargo March 2012 - January 2013
First Citizens Bancorporation December 2008 - August 2011
United Community Bank May 2006 - November 2008
Wachovia Bank January 2005 - May 2006
Wachovia Bank October 2001 - December 2004
General Electric March 2000 - May 2001
Trend Community Mental Health Service March 1995 - July 1999
National Telephone Cooperative Association November 1986 - March 1995
Skills
Organizational..., Personnel Development, Microsoft Office, Lotus Notes, Office Management, Operations Management, Business Management, Commercial Banking, Project Planning, Project Implementation, Project Coordination, Employee Benefits, Policy Design, Procedure Development, Small Business Lending, Contract Management, Underwriting, Financial Analysis, Budget Management, Budget Development, Office Administration, Business Relationship..., Healthcare Management, Benefits Administration, Management, Credit, Budgets, Analysis, Banking, Business Development, Business Planning, Credit Risk, Customer Service, Finance, Financial Services, HR Policies, Leadership, Loans, New Business Development, Personal Development, Sales, Sales Operations, Strategic Planning, Strategy, Training
Education
Mars Hill College 1989 — 1993
Bachelor of Science, Business Administration
Hendersonville High School 1979 — 1981
Diploma, General Education
TD March 2014 - Present
TD January 2013 - March 2014
Wells Fargo March 2012 - January 2013
First Citizens Bancorporation December 2008 - August 2011
United Community Bank May 2006 - November 2008
Wachovia Bank January 2005 - May 2006
Wachovia Bank October 2001 - December 2004
General Electric March 2000 - May 2001
Trend Community Mental Health Service March 1995 - July 1999
National Telephone Cooperative Association November 1986 - March 1995
Skills
Organizational..., Personnel Development, Microsoft Office, Lotus Notes, Office Management, Operations Management, Business Management, Commercial Banking, Project Planning, Project Implementation, Project Coordination, Employee Benefits, Policy Design, Procedure Development, Small Business Lending, Contract Management, Underwriting, Financial Analysis, Budget Management, Budget Development, Office Administration, Business Relationship..., Healthcare Management, Benefits Administration, Management, Credit, Budgets, Analysis, Banking, Business Development, Business Planning, Credit Risk, Customer Service, Finance, Financial Services, HR Policies, Leadership, Loans, New Business Development, Personal Development, Sales, Sales Operations, Strategic Planning, Strategy, Training
Education
Mars Hill College 1989 — 1993
Bachelor of Science, Business Administration
Hendersonville High School 1979 — 1981
Diploma, General Education
Noel Hammill Noel Hammill's Wells Fargo Experience May 2015 - Present
Job Auto Loan Specialist
Industry Financial Services
Experience
Wells Fargo May 2015 - Present
Eastview Athletic Association October 2014 - Present
City of Apple Valley July 2012 - Present
First Data Corporation April 2014 - December 2014
New York Mint October 2012 - March 2014
Asset Marketing Services, LLC. October 2012 - March 2014
City of Apple Valley 2010 - 2013
Webb Candy January 2008 - October 2012
Festivus Promotions December 2007 - May 2008
Owens Corning - Basement Fininshing System May 2007 - December 2007
Skills
Building High..., Lead Generation, Salesforce.com, Strategy, Product Marketing, Management, Sales, Marketing, Business Development, Training, Forecasting, Key Account Management, Retail, Trade Shows, Product Development, Budgets, Account Management, Call Centers, Coaching, Customer Service, B2B, Customer Retention, Negotiation, Direct Sales, Sales Process, CRM, Cold Calling, Sales Operations, Program Management, Selling, Time Management, Marketing Strategy, Sales Management, Market Planning, New Business Development, Email Marketing, Online Marketing, Advertising, Microsoft Office, Networking, Sales Presentations, Social Media, Team Building, Leadership, Strategic Planning, Marketing Communications, Social Media Marketing, Project Management, Team Leadership
Education
Metropolitan State University 2001 — 2005
BS Marketing, Marketing & Communications
Marquette University 1989 — 1991
BS, Business Comunication
Wells Fargo May 2015 - Present
Eastview Athletic Association October 2014 - Present
City of Apple Valley July 2012 - Present
First Data Corporation April 2014 - December 2014
New York Mint October 2012 - March 2014
Asset Marketing Services, LLC. October 2012 - March 2014
City of Apple Valley 2010 - 2013
Webb Candy January 2008 - October 2012
Festivus Promotions December 2007 - May 2008
Owens Corning - Basement Fininshing System May 2007 - December 2007
Skills
Building High..., Lead Generation, Salesforce.com, Strategy, Product Marketing, Management, Sales, Marketing, Business Development, Training, Forecasting, Key Account Management, Retail, Trade Shows, Product Development, Budgets, Account Management, Call Centers, Coaching, Customer Service, B2B, Customer Retention, Negotiation, Direct Sales, Sales Process, CRM, Cold Calling, Sales Operations, Program Management, Selling, Time Management, Marketing Strategy, Sales Management, Market Planning, New Business Development, Email Marketing, Online Marketing, Advertising, Microsoft Office, Networking, Sales Presentations, Social Media, Team Building, Leadership, Strategic Planning, Marketing Communications, Social Media Marketing, Project Management, Team Leadership
Education
Metropolitan State University 2001 — 2005
BS Marketing, Marketing & Communications
Marquette University 1989 — 1991
BS, Business Comunication
Amy Bolen, MAJ's Wells Fargo Experience September 2007 - October 2008
Job
Industry Insurance
Experience
Horace Mann Insurance Co December 2014 - Present
Allstate October 2012 - November 2013
Orkin December 2008 - July 2011
Wells Fargo September 2007 - October 2008
Fifth Third Bancorp February 2002 - September 2007
Skills
Sales, Marketing, Sales Management, Small Business, Mortgage Lending, Insurance, Customer Retention, Marketing Strategy, Management, Mortgage Banking, Public Speaking, Loans, Life Insurance, Direct Sales, Banking, Call Centers, Underwriting, Cold Calling, Fixed Annuities, Investment Banking, Retail Banking, Cross Selling, Portfolio Management
Education
Marshall University 1987 — 1990
Master's of Arts in Journalism
Horace Mann Insurance Co December 2014 - Present
Allstate October 2012 - November 2013
Orkin December 2008 - July 2011
Wells Fargo September 2007 - October 2008
Fifth Third Bancorp February 2002 - September 2007
Skills
Sales, Marketing, Sales Management, Small Business, Mortgage Lending, Insurance, Customer Retention, Marketing Strategy, Management, Mortgage Banking, Public Speaking, Loans, Life Insurance, Direct Sales, Banking, Call Centers, Underwriting, Cold Calling, Fixed Annuities, Investment Banking, Retail Banking, Cross Selling, Portfolio Management
Education
Marshall University 1987 — 1990
Master's of Arts in Journalism
Katherine Sharpee's Wells Fargo Experience November 2013 - October 2014
Job Senior Compliance Manager at GM Financial
Industry Financial Services
Experience
GM Financial August 2015 - Present
Bank of America October 2014 - July 2015
Wells Fargo November 2013 - October 2014
TIAA-CREF February 2005 - November 2013
American Tire Distributors, Inc. December 2004 - February 2005
Wellman, Inc. October 2004 - December 2004
Mortgage Guaranty Insurance Corp. (MGIC) May 2000 - July 2004
Arthur Andersen LLP September 1997 - April 2000
Skills
Operational Risk /..., Operational / Financial..., Sarbanes-Oxley..., SAS 70 / SSAE 16..., Operations Quality..., Team / Project..., Oral & Written..., Fluent in Polish, Sarbanes-Oxley, SAS70, Auditing, Project Management, Operational Risk, Enterprise Risk..., Information Technology, Financial Analysis, Quality Assurance, Quality Control, Risk Management, Process Improvement, Internal Audit, Six Sigma, Sarbanes-Oxley Act, SSAE 16, Financial Services
Education
Marquette University 1995 — 1997
Master of Business Administration (MBA), Business Administration
Marquette University 1991 — 1995
BS, Accounting & International Business
GM Financial August 2015 - Present
Bank of America October 2014 - July 2015
Wells Fargo November 2013 - October 2014
TIAA-CREF February 2005 - November 2013
American Tire Distributors, Inc. December 2004 - February 2005
Wellman, Inc. October 2004 - December 2004
Mortgage Guaranty Insurance Corp. (MGIC) May 2000 - July 2004
Arthur Andersen LLP September 1997 - April 2000
Skills
Operational Risk /..., Operational / Financial..., Sarbanes-Oxley..., SAS 70 / SSAE 16..., Operations Quality..., Team / Project..., Oral & Written..., Fluent in Polish, Sarbanes-Oxley, SAS70, Auditing, Project Management, Operational Risk, Enterprise Risk..., Information Technology, Financial Analysis, Quality Assurance, Quality Control, Risk Management, Process Improvement, Internal Audit, Six Sigma, Sarbanes-Oxley Act, SSAE 16, Financial Services
Education
Marquette University 1995 — 1997
Master of Business Administration (MBA), Business Administration
Marquette University 1991 — 1995
BS, Accounting & International Business
Jennifer Miswald Jennifer Miswald's Wells Fargo Experience December 2007 - December 2012
Job Wealth Planning Strategist, Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank December 2012 - Present
Wells Fargo December 2007 - December 2012
Morgan Kenwood Advisor February 1999 - December 2007
Skills
Insurance, High Net Worth..., Wealth Management, Wealth, Retirement Planning, Strategic Financial..., Wealth Management...
Education
Marquette University 1981 — 1985
Wells Fargo Private Bank December 2012 - Present
Wells Fargo December 2007 - December 2012
Morgan Kenwood Advisor February 1999 - December 2007
Skills
Insurance, High Net Worth..., Wealth Management, Wealth, Retirement Planning, Strategic Financial..., Wealth Management...
Education
Marquette University 1981 — 1985
Brian Ellenbecker, CFP®, CPWA®, CIMA® Brian Ellenbecker, CFP®, CPWA®, CIMA®'s Wells Fargo Experience 2000 - 2004
Job Financial and Estate Planner at Baird
Industry Financial Services
Experience
Baird March 2005 - Present
Mid America Bank September 2004 - February 2005
New York Life May 2004 - August 2004
Strong Capital Management June 2000 - May 2004
Wells Fargo 2000 - 2004
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Estate Planning, Asset Allocation, Financial Advisory, Investments, Financial Planners, Finance, Long Term Care Insurance, Employee Benefits, Valuation, Disability Insurance, Financial Goals, Training
Education
Marquette University 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Baird March 2005 - Present
Mid America Bank September 2004 - February 2005
New York Life May 2004 - August 2004
Strong Capital Management June 2000 - May 2004
Wells Fargo 2000 - 2004
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Estate Planning, Asset Allocation, Financial Advisory, Investments, Financial Planners, Finance, Long Term Care Insurance, Employee Benefits, Valuation, Disability Insurance, Financial Goals, Training
Education
Marquette University 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Julia Fanous Julia Fanous's Wells Fargo Experience June 2005 - September 2006
Job Business Systems Consultant at Travelers Insurance
Industry Insurance
Experience
Travelers December 2014 - Present
Northland Insurance Group September 2007 - December 2014
Wells Fargo Home Mortgage September 2006 - September 2007
Wells Fargo June 2005 - September 2006
Skills
Underwriting, Property & Casualty..., Access, SharePoint, Business Analysis, Visual Basic, Insurance, MS Project, SDLC, General Insurance, Cognos, Visio, Commercial Insurance, Claim, Process Improvement, SQL, BMC Remedy, IBM AS/400, CGI Ratabase, Quality Center, HP Service Manager, HP Project and..., Photoshop, Risk Management
Education
Marquette University 2001 — 2005
Bachelor of Arts, Advertising and Public Relations
Travelers December 2014 - Present
Northland Insurance Group September 2007 - December 2014
Wells Fargo Home Mortgage September 2006 - September 2007
Wells Fargo June 2005 - September 2006
Skills
Underwriting, Property & Casualty..., Access, SharePoint, Business Analysis, Visual Basic, Insurance, MS Project, SDLC, General Insurance, Cognos, Visio, Commercial Insurance, Claim, Process Improvement, SQL, BMC Remedy, IBM AS/400, CGI Ratabase, Quality Center, HP Service Manager, HP Project and..., Photoshop, Risk Management
Education
Marquette University 2001 — 2005
Bachelor of Arts, Advertising and Public Relations
Ty Powell Ty Powell's Wells Fargo Experience August 2007 - August 2011
Job Vice President at IBERIABANK
Industry Banking
Experience
IBERIABANK August 2011 - Present
Wells Fargo August 2007 - August 2011
W R Taylor & Company, LLC February 2005 - August 2007
Smith Barney July 2000 - February 2005
Skills
Business Development, Banking, Commercial Lending, Loans, Credit, Commercial Banking, Credit Analysis, Portfolio Management, Small Business Lending, Financial Analysis, Mortgage Lending, Credit Risk, Retail Banking, Financial Modeling, Treasury Management, Consumer Lending, Loan Origination, Investments, Risk Management, Cash Management
Education
Troy State University 1991 — 1992
Master of Business Administration (M.B.A.), Accounting and Finance
Troy State University 1990 — 1991
Bachelor of Science (B.S.), Finance, General
Marion Military Institute 1988 — 1990
IBERIABANK August 2011 - Present
Wells Fargo August 2007 - August 2011
W R Taylor & Company, LLC February 2005 - August 2007
Smith Barney July 2000 - February 2005
Skills
Business Development, Banking, Commercial Lending, Loans, Credit, Commercial Banking, Credit Analysis, Portfolio Management, Small Business Lending, Financial Analysis, Mortgage Lending, Credit Risk, Retail Banking, Financial Modeling, Treasury Management, Consumer Lending, Loan Origination, Investments, Risk Management, Cash Management
Education
Troy State University 1991 — 1992
Master of Business Administration (M.B.A.), Accounting and Finance
Troy State University 1990 — 1991
Bachelor of Science (B.S.), Finance, General
Marion Military Institute 1988 — 1990
Mark Lowery, CRPC®, APMA® Mark Lowery, CRPC®, APMA®'s Wells Fargo Experience January 2004 - November 2007
Job Financial Advisor
Industry Financial Services
Experience
Lowery & Associates - Ameriprise Financial Services, Inc. July 2011 - Present
US Bank January 2010 - July 2011
M&I Bank November 2007 - December 2009
Wells Fargo January 2004 - November 2007
Education
Marquette University 1998 — 2002
Bachelors of Science, Business
Xavier High School 1994 — 1998
Lowery & Associates - Ameriprise Financial Services, Inc. July 2011 - Present
US Bank January 2010 - July 2011
M&I Bank November 2007 - December 2009
Wells Fargo January 2004 - November 2007
Education
Marquette University 1998 — 2002
Bachelors of Science, Business
Xavier High School 1994 — 1998
Ben Pisciotta Ben Pisciotta's Wells Fargo Experience June 2008 - April 2011
Job Finance Manager at American Express
Industry Financial Services
Experience
American Express September 2015 - Present
American Express March 2013 - September 2015
American Express April 2011 - March 2013
Wells Fargo June 2008 - April 2011
Commerce Bancorp May 2007 - August 2007
Skills
Financia, Financial Reporting, Financial Modeling, Finance, Microsoft Excel, PowerPoint, SQL - Beginner, Presentations, Customer Management, Corporate Finance, Financial Planning, Financial Services, Forecasting, Management
Education
Marist College 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
American Express September 2015 - Present
American Express March 2013 - September 2015
American Express April 2011 - March 2013
Wells Fargo June 2008 - April 2011
Commerce Bancorp May 2007 - August 2007
Skills
Financia, Financial Reporting, Financial Modeling, Finance, Microsoft Excel, PowerPoint, SQL - Beginner, Presentations, Customer Management, Corporate Finance, Financial Planning, Financial Services, Forecasting, Management
Education
Marist College 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Stephen Hudd Stephen Hudd's Wells Fargo Experience August 1986 - Present
Job SVP at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 1986 - Present
City of New Haven 1985 - 1986
US Peace Corps 1980 - 1983
Education
Marlboro College
BA, Economics
The University of Connecticut
MPA, Finance, General
Wells Fargo August 1986 - Present
City of New Haven 1985 - 1986
US Peace Corps 1980 - 1983
Education
Marlboro College
BA, Economics
The University of Connecticut
MPA, Finance, General
Ross Cavanaugh Ross Cavanaugh's Wells Fargo Experience January 2013 - Present
Job Digital Marketing Consultant, Collaboration & Innovation Champion
Industry Financial Services
Experience
Wells Fargo January 2013 - Present
Skills
User Interface, Coaching, Program Management, Negotiation, Public Speaking, Business Analysis, Marketing, Process Improvement, Management, Project Management, Leadership, Strategy, E-commerce, Integration, Business Process..., Management Consulting, SDLC, Consulting, Social Media, MS Project, Business Strategy, Customer Service, Enterprise Software, Business Communications, Project Portfolio..., Budgets, Change Management, Requirements Gathering, Risk Management, Vendor Management, Financial Services, PMO
Education
Marshall University 1989 — 1991
Master's
Marshall University 1986 — 1989
BBA
Parkersburg High School 1980 — 1983
Wells Fargo January 2013 - Present
Skills
User Interface, Coaching, Program Management, Negotiation, Public Speaking, Business Analysis, Marketing, Process Improvement, Management, Project Management, Leadership, Strategy, E-commerce, Integration, Business Process..., Management Consulting, SDLC, Consulting, Social Media, MS Project, Business Strategy, Customer Service, Enterprise Software, Business Communications, Project Portfolio..., Budgets, Change Management, Requirements Gathering, Risk Management, Vendor Management, Financial Services, PMO
Education
Marshall University 1989 — 1991
Master's
Marshall University 1986 — 1989
BBA
Parkersburg High School 1980 — 1983
Kevin Wenck Kevin Wenck's Wells Fargo Experience June 2009 - April 2010
Job Strong Finance and Accounting skills for any growing organization
Industry Financial Services
Experience
FolioDynamix October 2014 - Present
Wells Fargo June 2009 - April 2010
Polynous Capital Management May 1996 - April 2008
GT Capital Management April 1991 - April 1996
Skills
Investments, Financial Analysis, Portfolio Management, Financial Modeling, Equities, Alternative Investments, Asset Management, Capital Markets, Valuation, Mergers & Acquisitions, Finance, Mutual Funds, Private Equity
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1983 — 1985
M.B.A., Finance, Accounting
Marlboro College 1977 — 1981
B.A., Philosophy & Classical Literature
FolioDynamix October 2014 - Present
Wells Fargo June 2009 - April 2010
Polynous Capital Management May 1996 - April 2008
GT Capital Management April 1991 - April 1996
Skills
Investments, Financial Analysis, Portfolio Management, Financial Modeling, Equities, Alternative Investments, Asset Management, Capital Markets, Valuation, Mergers & Acquisitions, Finance, Mutual Funds, Private Equity
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1983 — 1985
M.B.A., Finance, Accounting
Marlboro College 1977 — 1981
B.A., Philosophy & Classical Literature
AMY HESSENAUER AMY HESSENAUER's Wells Fargo Experience June 2010 - January 2013
Job Financial Advisor | Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2013 - Present
Wells Fargo June 2010 - January 2013
M&I Bank January 2010 - June 2010
JPMorgan December 1993 - December 2009
SEI Corporation February 1992 - December 1993
Strong Funds September 1985 - 1990
Skills
Investments, Financial Services, Retirement Planning, Estate Investment..., Strategic Planning, Marketing Strategy, Sales Management, Business Coaching, Sales Management...
Education
Marquette University 1988 — 1990
MBA, Marketing
Marquette University 1982 — 1986
BA, Economics & Political Science
Janesville Craig High School 1979 — 1982
Wells Fargo Advisors January 2013 - Present
Wells Fargo June 2010 - January 2013
M&I Bank January 2010 - June 2010
JPMorgan December 1993 - December 2009
SEI Corporation February 1992 - December 1993
Strong Funds September 1985 - 1990
Skills
Investments, Financial Services, Retirement Planning, Estate Investment..., Strategic Planning, Marketing Strategy, Sales Management, Business Coaching, Sales Management...
Education
Marquette University 1988 — 1990
MBA, Marketing
Marquette University 1982 — 1986
BA, Economics & Political Science
Janesville Craig High School 1979 — 1982
Brie Edwards Brie Edwards's Wells Fargo Experience 2005 - 2007
Job Energetic Financial Services Professional with technology expertise!
Industry Banking
Experience
Wells Fargo Home Mortgage July 2007 - August 2013
Wells Fargo 2005 - 2007
Government Service Administrators 2004 - 2005
Poughkeepsie Public Library District 2001 - 2004
Nubian Directions Inc II 2001 - 2004
Skills
Financial Analysis, Financial Reporting, Microsoft Office, Customer Service, Reporting & Analysis, Office Management, Marketing, Sales, Administrative..., Technical Support, Databases, Data Entry, Mortgage Lending, Mortgage Industry, Tax Returns, Income Properties, Income, Regulatory Guidelines, Loans, Account Management, Financial Audits, Fundraising, Library Instruction, Classroom Instruction, Research, Online Research, Cisco Technologies, Computer Proficiency
Education
Marist College 2001 — 2004
Liberal Arts and Sciences/Liberal Studies
The Stony Brook School 1997 — 1999
Regular/General High School/Secondary Diploma Program
Wells Fargo Home Mortgage July 2007 - August 2013
Wells Fargo 2005 - 2007
Government Service Administrators 2004 - 2005
Poughkeepsie Public Library District 2001 - 2004
Nubian Directions Inc II 2001 - 2004
Skills
Financial Analysis, Financial Reporting, Microsoft Office, Customer Service, Reporting & Analysis, Office Management, Marketing, Sales, Administrative..., Technical Support, Databases, Data Entry, Mortgage Lending, Mortgage Industry, Tax Returns, Income Properties, Income, Regulatory Guidelines, Loans, Account Management, Financial Audits, Fundraising, Library Instruction, Classroom Instruction, Research, Online Research, Cisco Technologies, Computer Proficiency
Education
Marist College 2001 — 2004
Liberal Arts and Sciences/Liberal Studies
The Stony Brook School 1997 — 1999
Regular/General High School/Secondary Diploma Program
Richard McCormack, CFP® Richard McCormack, CFP®'s Wells Fargo Experience July 2002 - May 2009
Job Financial Services Representative, Investment Advisor Reprsentative at MetLife
Industry Financial Services
Experience
MetLife June 2009 - Present
Wells Fargo July 2002 - May 2009
Education
Marist College 1996 — 2000
Bachelor's degree, Finance, General
MetLife June 2009 - Present
Wells Fargo July 2002 - May 2009
Education
Marist College 1996 — 2000
Bachelor's degree, Finance, General
Dennis Riffe Dennis Riffe's Wells Fargo Experience January 2009 - Present
Job Call Center Planning and Analysis Manager; Wells Fargo Virtual Channels Resource Planning
Industry Financial Services
Experience
Wells Fargo January 2009 - Present
Wells Fargo Bank January 2005 - Present
Wachovia Corporation January 2005 - January 2009
Global Contact Services, LLC January 2003 - January 2005
Taylor Nelson Sofres Intersearch January 2002 - July 2003
Tele-Spectrum World Wide, Inc January 1999 - January 2001
Tele-Spectrum World Wide, Inc January 1997 - January 1999
Tele-Spectrum World Wide, Inc January 1996 - January 1997
Huntington and Beckley January 1995 - January 1996
Skills
Call Center, Troubleshooting, Management, Customer Service, Program Management, Leadership, Call Centers, Strategy, Project Management, Forecasting, Market Research, Sales Management, Recruiting, Customer Retention, CRM, Strategic Planning, Sales, Telecommunications, Vendor Management
Education
Marshall University
Bachelor of Business Administration, Marketing / Sales
Wells Fargo January 2009 - Present
Wells Fargo Bank January 2005 - Present
Wachovia Corporation January 2005 - January 2009
Global Contact Services, LLC January 2003 - January 2005
Taylor Nelson Sofres Intersearch January 2002 - July 2003
Tele-Spectrum World Wide, Inc January 1999 - January 2001
Tele-Spectrum World Wide, Inc January 1997 - January 1999
Tele-Spectrum World Wide, Inc January 1996 - January 1997
Huntington and Beckley January 1995 - January 1996
Skills
Call Center, Troubleshooting, Management, Customer Service, Program Management, Leadership, Call Centers, Strategy, Project Management, Forecasting, Market Research, Sales Management, Recruiting, Customer Retention, CRM, Strategic Planning, Sales, Telecommunications, Vendor Management
Education
Marshall University
Bachelor of Business Administration, Marketing / Sales
Mary Onstad Mary Onstad's Wells Fargo Experience December 2004 - December 2010
Job Communication and Change Management Professional
Industry Public Relations and Communications
Experience
Thrivent Financial November 2014 - Present
Onstad Communications September 2013 - November 2014
UnitedHealthcare May 2011 - August 2012
Wells Fargo December 2004 - December 2010
Onstad Consulting September 2001 - August 2004
Allina Health System July 1994 - August 2001
Skills
Marketing Communications, Editing, Social Media, Healthcare, Leadership, Marketing, Management, Medicare, Speech Writing, Creative Direction, Integrated Marketing, Media Relations, B2B Marketing, Corporate Communications, Account Management, Financial Services, Insurance, Internal Communications, Event Planning, Strategy, Strategic Planning
Education
Marquette University
M.A., Journalism
North Dakota State University
B.A., Biology
Thrivent Financial November 2014 - Present
Onstad Communications September 2013 - November 2014
UnitedHealthcare May 2011 - August 2012
Wells Fargo December 2004 - December 2010
Onstad Consulting September 2001 - August 2004
Allina Health System July 1994 - August 2001
Skills
Marketing Communications, Editing, Social Media, Healthcare, Leadership, Marketing, Management, Medicare, Speech Writing, Creative Direction, Integrated Marketing, Media Relations, B2B Marketing, Corporate Communications, Account Management, Financial Services, Insurance, Internal Communications, Event Planning, Strategy, Strategic Planning
Education
Marquette University
M.A., Journalism
North Dakota State University
B.A., Biology
Kala Uhlman Kala Uhlman's Wells Fargo Experience March 2014 - December 2014
Job Vice President, Bank Operations Control at Bank of the West
Industry Investment Management
Experience
Bank of the West January 2015 - Present
Wells Fargo March 2014 - December 2014
CME Group June 2010 - June 2013
Stark Investments February 2008 - June 2010
Metavante Corporation June 2007 - February 2008
M&I Bank June 2006 - June 2007
Jefferson Wells 2005 - 2006
Skills
Middle Office, Trading, Auditing, Internal Audit, Project Management, Fixed Income, Equities, Options, Hedge Funds, Capital Markets, Trading Systems, Financial Markets, Bloomberg, Electronic Trading, Commodity, Process Improvement, Credit Derivatives, Risk Management, Equity Derivatives, Interest Rate..., Swaps, Securities, Derivatives, Business Analysis, Management
Education
Marquette University 2003 — 2006
Bachelor of Science, Finance & Marketing
University of Wisconsin Waukesha 2001 — 2003
Associate of Arts & Sciences
Bank of the West January 2015 - Present
Wells Fargo March 2014 - December 2014
CME Group June 2010 - June 2013
Stark Investments February 2008 - June 2010
Metavante Corporation June 2007 - February 2008
M&I Bank June 2006 - June 2007
Jefferson Wells 2005 - 2006
Skills
Middle Office, Trading, Auditing, Internal Audit, Project Management, Fixed Income, Equities, Options, Hedge Funds, Capital Markets, Trading Systems, Financial Markets, Bloomberg, Electronic Trading, Commodity, Process Improvement, Credit Derivatives, Risk Management, Equity Derivatives, Interest Rate..., Swaps, Securities, Derivatives, Business Analysis, Management
Education
Marquette University 2003 — 2006
Bachelor of Science, Finance & Marketing
University of Wisconsin Waukesha 2001 — 2003
Associate of Arts & Sciences
Bonnie Bishop Bonnie Bishop's Wells Fargo Experience September 2010 - Present
Job Financial Consultant Wells Fargo
Industry Banking
Experience
Wells Fargo September 2010 - Present
Wachovia Corporation July 2008 - November 2009
Basel II Implementation February 2004 - July 2008
Wachovia Corporation January 2001 - February 2004
Wachovia Corporation December 1996 - January 2001
Engineered Machine Tool Technology, Inc October 1995 - November 1996
Edwin M. Rollins, Inc April 1990 - July 1994
Sedgwick James March 1987 - April 1990
Education
Strayer University 2006 — 2008
Business Administration
Marshall University 1981 — 1983
Business Administration
Wells Fargo September 2010 - Present
Wachovia Corporation July 2008 - November 2009
Basel II Implementation February 2004 - July 2008
Wachovia Corporation January 2001 - February 2004
Wachovia Corporation December 1996 - January 2001
Engineered Machine Tool Technology, Inc October 1995 - November 1996
Edwin M. Rollins, Inc April 1990 - July 1994
Sedgwick James March 1987 - April 1990
Education
Strayer University 2006 — 2008
Business Administration
Marshall University 1981 — 1983
Business Administration
Amy Theisen Amy Theisen's Wells Fargo Experience February 2010 - Present
Job Senior Director of Planning at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2010 - Present
Wells Fargo June 2008 - February 2010
Wells Fargo Bank January 2005 - 2009
Wells Fargo June 2000 - December 2004
Arthur Andersen January 1997 - May 2000
Skills
Asset Allocation, Wealth Management, Estate Planning, Strategic Financial..., High Net Worth..., Retirement Planning, Wealth Management..., Financial Planners, Private Banking, Trusts, Investment Advisory, Finance, Tax, Financial Advisory, Asset Management, Investments, Mutual Funds, Investment Management, Securities, Portfolio Management, Investment Strategies, Alternative Investments, Financial Planning
Education
The University of Kansas 1995 — 1996
Masters in Accounting, Taxation
Marquette University 1990 — 1994
Accounting, Accounting
St Teresa's Academy
Wells Fargo February 2010 - Present
Wells Fargo June 2008 - February 2010
Wells Fargo Bank January 2005 - 2009
Wells Fargo June 2000 - December 2004
Arthur Andersen January 1997 - May 2000
Skills
Asset Allocation, Wealth Management, Estate Planning, Strategic Financial..., High Net Worth..., Retirement Planning, Wealth Management..., Financial Planners, Private Banking, Trusts, Investment Advisory, Finance, Tax, Financial Advisory, Asset Management, Investments, Mutual Funds, Investment Management, Securities, Portfolio Management, Investment Strategies, Alternative Investments, Financial Planning
Education
The University of Kansas 1995 — 1996
Masters in Accounting, Taxation
Marquette University 1990 — 1994
Accounting, Accounting
St Teresa's Academy
Frank J. Esposito, CFA Frank J. Esposito, CFA's Wells Fargo Experience 2002 - 2008
Job
Industry Investment Management
Experience
Washington & Scoville, LLC August 2015 - Present
UBS Wealth Management July 2013 - August 2015
J.P. Morgan 2009 - 2013
Wells Fargo 2002 - 2008
Goldman Sachs & Company 1997 - 2002
Zurich North America 1997 - 1997
U.S. Bank 1994 - 1995
Education
Northwestern University - Kellogg School of Management 1998 — 2001
Master of Business Administration
Marquette University 1990 — 1994
Bachelor of Science, Economics & Philosophy
Fenwick High School 1986 — 1990
Washington & Scoville, LLC August 2015 - Present
UBS Wealth Management July 2013 - August 2015
J.P. Morgan 2009 - 2013
Wells Fargo 2002 - 2008
Goldman Sachs & Company 1997 - 2002
Zurich North America 1997 - 1997
U.S. Bank 1994 - 1995
Education
Northwestern University - Kellogg School of Management 1998 — 2001
Master of Business Administration
Marquette University 1990 — 1994
Bachelor of Science, Economics & Philosophy
Fenwick High School 1986 — 1990
Afsheen Alam, CFA, MBA's Wells Fargo Experience January 2008 - January 2011
Job Lead Program Manager Reporting & Analytics
Industry Banking
Experience
Allstate August 2011 - Present
Morgan Stanley January 2011 - August 2011
Wells Fargo January 2008 - January 2011
JPMorgan Chase July 2005 - January 2008
Marquette University 2003 - 2005
Skills
Underwriting, Project Management, Private Equity, Financial Analysis, Strategy, Access, Relationship Management, Business Intelligence, Equities, Credit, Financial Risk, Financial Modeling, Credit Risk, Credit Analysis, Mortgage Lending, Strategic Financial..., Finance, Analysis, Visio, Team Building, Management, Microsoft Excel, Business Objects, Portfolio Management, Investments, Analytics, Loans, CRM, Banking
Education
Marquette University
MBA, Accounting
St Joseph's School
Allstate August 2011 - Present
Morgan Stanley January 2011 - August 2011
Wells Fargo January 2008 - January 2011
JPMorgan Chase July 2005 - January 2008
Marquette University 2003 - 2005
Skills
Underwriting, Project Management, Private Equity, Financial Analysis, Strategy, Access, Relationship Management, Business Intelligence, Equities, Credit, Financial Risk, Financial Modeling, Credit Risk, Credit Analysis, Mortgage Lending, Strategic Financial..., Finance, Analysis, Visio, Team Building, Management, Microsoft Excel, Business Objects, Portfolio Management, Investments, Analytics, Loans, CRM, Banking
Education
Marquette University
MBA, Accounting
St Joseph's School
Angie Bendt Angie Bendt's Wells Fargo Experience June 2011 - Present
Job Personal Banker at Wells Fargo
Industry Internet
Experience
Wells Fargo June 2011 - Present
Wize Dezigns January 1999 - May 2012
Ameritech January 1987 - August 1993
Education
University of Saint Thomas 2009 — 2009
Information Technology
Marquette University 1985 — 1989
B.S., Information Technology
Wells Fargo June 2011 - Present
Wize Dezigns January 1999 - May 2012
Ameritech January 1987 - August 1993
Education
University of Saint Thomas 2009 — 2009
Information Technology
Marquette University 1985 — 1989
B.S., Information Technology
Da'Von Heath Da'Von Heath's Wells Fargo Experience October 2011 - November 2012
Job Mortgage Loan Officer at SunTrust Mortgage
Industry Banking
Experience
SunTrust Mortgage November 2012 - Present
Wells Fargo October 2011 - November 2012
Wells Fargo Bank February 2009 - November 2012
Wells Fargo February 2009 - September 2010
Vida Shoes International May 2006 - August 2006
Skills
Marketing, Sales, New Business Development, Market Research, Account Management, Management, Sales Management, Trade Shows, Selling, Budgets, Retail, Analysis, Negotiation, Credit, Banking, CRM, Finance, Leadership, Team Building, Business Development, Relationship Management, Financial Services, Training
Education
Mars Hill University 2004 — 2008
B.S, Business Administration-Marketing
Lancaster High School
Lancaster High School
SunTrust Mortgage November 2012 - Present
Wells Fargo October 2011 - November 2012
Wells Fargo Bank February 2009 - November 2012
Wells Fargo February 2009 - September 2010
Vida Shoes International May 2006 - August 2006
Skills
Marketing, Sales, New Business Development, Market Research, Account Management, Management, Sales Management, Trade Shows, Selling, Budgets, Retail, Analysis, Negotiation, Credit, Banking, CRM, Finance, Leadership, Team Building, Business Development, Relationship Management, Financial Services, Training
Education
Mars Hill University 2004 — 2008
B.S, Business Administration-Marketing
Lancaster High School
Lancaster High School
Caitlin McMahon's Wells Fargo Experience 2012 - 2015
Job Alternative Investment Analyst at FactRight, LLC
Industry Financial Services
Experience
FactRight, LLC 2015 - Present
Wells Fargo 2012 - 2015
Wells Fargo June 2012 - August 2012
BNP Paribas June 2011 - August 2011
Marquette University 2010 - 2011
Skills
Financial Analysis, Equity Research, Analysis, Risk Management, Valuation, Proposal Writing, Finance, Capital Markets, Due Diligence, Investments
Education
Marquette University 2008 — 2012
BS, Accounting and Finance
Universiteit Antwerpen 2010 — 2010
International Business
FactRight, LLC 2015 - Present
Wells Fargo 2012 - 2015
Wells Fargo June 2012 - August 2012
BNP Paribas June 2011 - August 2011
Marquette University 2010 - 2011
Skills
Financial Analysis, Equity Research, Analysis, Risk Management, Valuation, Proposal Writing, Finance, Capital Markets, Due Diligence, Investments
Education
Marquette University 2008 — 2012
BS, Accounting and Finance
Universiteit Antwerpen 2010 — 2010
International Business
Vinod Rangayyan, PMP, CSM's Wells Fargo Experience October 2013 - May 2015
Job IT, Project/Program/Portfolio Management, PMO, Financial Services
Industry Financial Services
Experience
Anoushka Consulting LLC 2009 - Present
CaptureRx May 2015 - June 2015
Wells Fargo October 2013 - May 2015
Capital One October 2012 - October 2013
Rackspace Hosting April 2012 - August 2012
USAA October 2006 - March 2012
Harcourt Assessment August 2005 - September 2006
Verizon January 2005 - August 2005
Bleuphish LLC January 2004 - January 2005
Marist College September 2001 - December 2003
Skills
Program Management, PMO, Business Analysis, Process Improvement, Business Process..., Requirements Analysis, SDLC, Business Process, Vendor Management, Risk Management, Management, Agile Methodologies, Project Management, Software Project..., Software Development, Leadership, Scrum, Agile Project Management, Project Portfolio..., Scaled Agile Framework, Strategic Planning, Offshore Software..., Project Delivery, IT Strategy, IT Management, Cloud Computing, Team Building, Resource Management, Product Management, Negotiation, Customer Service, Analysis, Strategy, Requirements Gathering, Testing, Enterprise Software, PMP, Data Warehousing, MIS, Financial Management, Training & Development, Multinational, Business Management, Customer Relations, Cross-functional Team...
Education
Marist College
Master of Science (MS), Computer Science, Software Development
Staffordshire University
Master of Business Administration (MBA), Business Administration and Management, General
University of Mysore
Bachelor of Engineering (BEng), Mechanical Engineering
Anoushka Consulting LLC 2009 - Present
CaptureRx May 2015 - June 2015
Wells Fargo October 2013 - May 2015
Capital One October 2012 - October 2013
Rackspace Hosting April 2012 - August 2012
USAA October 2006 - March 2012
Harcourt Assessment August 2005 - September 2006
Verizon January 2005 - August 2005
Bleuphish LLC January 2004 - January 2005
Marist College September 2001 - December 2003
Skills
Program Management, PMO, Business Analysis, Process Improvement, Business Process..., Requirements Analysis, SDLC, Business Process, Vendor Management, Risk Management, Management, Agile Methodologies, Project Management, Software Project..., Software Development, Leadership, Scrum, Agile Project Management, Project Portfolio..., Scaled Agile Framework, Strategic Planning, Offshore Software..., Project Delivery, IT Strategy, IT Management, Cloud Computing, Team Building, Resource Management, Product Management, Negotiation, Customer Service, Analysis, Strategy, Requirements Gathering, Testing, Enterprise Software, PMP, Data Warehousing, MIS, Financial Management, Training & Development, Multinational, Business Management, Customer Relations, Cross-functional Team...
Education
Marist College
Master of Science (MS), Computer Science, Software Development
Staffordshire University
Master of Business Administration (MBA), Business Administration and Management, General
University of Mysore
Bachelor of Engineering (BEng), Mechanical Engineering
Tihana Medic's Wells Fargo Experience October 2014 - July 2015
Job Banking, Wells Fargo
Industry Banking
Experience
Wells Fargo October 2014 - July 2015
BMO Harris Bank April 2014 - June 2014
Wells Fargo Home Mortgage September 2013 - March 2014
ZEPPOS & ASSOCIATES INC August 2009 - December 2009
Milwaukee Common Council June 2009 - August 2009
AMERICAN SERB HALL January 2007 - May 2009
Skills
Customer Service, Time Management, Research, Selling Skills, Intercultural..., Leadership, Finance, Negotiation, Financial Risk, Collections, Repossessions, FDCPA, Legal Compliance, Interpersonal..., Dealer Operations, Automotive Finance, Strategic Communications, Microsoft Excel, Microsoft Word, Sales, Loans, Management, PowerPoint, Credit, Financial Analysis, Marketing, Social Media Marketing
Education
Marquette University 2005 — 2009
Bachelor of Arts Degree, Communication Studies and Public Relations
Wells Fargo October 2014 - July 2015
BMO Harris Bank April 2014 - June 2014
Wells Fargo Home Mortgage September 2013 - March 2014
ZEPPOS & ASSOCIATES INC August 2009 - December 2009
Milwaukee Common Council June 2009 - August 2009
AMERICAN SERB HALL January 2007 - May 2009
Skills
Customer Service, Time Management, Research, Selling Skills, Intercultural..., Leadership, Finance, Negotiation, Financial Risk, Collections, Repossessions, FDCPA, Legal Compliance, Interpersonal..., Dealer Operations, Automotive Finance, Strategic Communications, Microsoft Excel, Microsoft Word, Sales, Loans, Management, PowerPoint, Credit, Financial Analysis, Marketing, Social Media Marketing
Education
Marquette University 2005 — 2009
Bachelor of Arts Degree, Communication Studies and Public Relations
Joe Barbuto Joe Barbuto's Wells Fargo Experience February 2014 - Present
Job Regional Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2014 - Present
Wells Fargo July 2010 - February 2014
Wells Fargo Financial December 2009 - July 2010
First Investors Corporation May 2009 - September 2009
Skills
Series 63, Investments, Mutual Funds, Credit Analysis, Series 7, Consumer Lending, Brokerage, Loans, Securities Lending, Asset Managment, Credit Management, Series 6, Portfolio Management, Credit, Banking, Strategic Financial..., Securities, Fixed Income, Relationship Management, Private Banking, Microsoft Excel, Sales, Finance, Financial Services, Financial Planning
Education
Marist College 2006 — 2009
Bachelor of Science, Finance, International Business
Smithtown High School West 2003 — 2006
Advanced Regents
Wells Fargo February 2014 - Present
Wells Fargo July 2010 - February 2014
Wells Fargo Financial December 2009 - July 2010
First Investors Corporation May 2009 - September 2009
Skills
Series 63, Investments, Mutual Funds, Credit Analysis, Series 7, Consumer Lending, Brokerage, Loans, Securities Lending, Asset Managment, Credit Management, Series 6, Portfolio Management, Credit, Banking, Strategic Financial..., Securities, Fixed Income, Relationship Management, Private Banking, Microsoft Excel, Sales, Finance, Financial Services, Financial Planning
Education
Marist College 2006 — 2009
Bachelor of Science, Finance, International Business
Smithtown High School West 2003 — 2006
Advanced Regents
Ikjot Grewal's Wells Fargo Experience April 2014 - July 2015
Job Global Director at Hitachi Data Systems
Industry Information Technology and Services
Experience
Hitachi Data Systems July 2015 - Present
Wells Fargo April 2014 - July 2015
ManpowerGroup August 2008 - April 2014
NetSpend Corporation (Financial Services) May 2007 - August 2008
Financial Services January 2004 - May 2007
Skills
Strategy, Risk Management, Management, Business Process..., Financial Analysis, Analysis, Business Development, Process Improvement, Internal Audit, Change Management, Finance, Project Management, Internal Controls, Leadership, Sales, Auditing, Mergers & Acquisitions, Forecasting, Account Management, Business Analysis, Accounting, Business Process, Financial Services, Market Development, Risk Assessment, Data Analysis, Banking, Six Sigma, Executive Management, Enterprise Risk..., Financial Reporting, Negotiation, Corporate Finance, Management Consulting, Sarbanes-Oxley Act, Managerial Finance, Financial Modeling, Business Planning, Market Research, Due Diligence, Payroll, Policy
Education
Marquette University 2010 — 2011
Executive MBA, International Business
Universiteit Antwerpen 2011 — 2011
Diploma, International Business (Executive MBA Study Abroad)
University of Wisconsin-Parkside 2002 — 2005
B.S, Accounting
Hitachi Data Systems July 2015 - Present
Wells Fargo April 2014 - July 2015
ManpowerGroup August 2008 - April 2014
NetSpend Corporation (Financial Services) May 2007 - August 2008
Financial Services January 2004 - May 2007
Skills
Strategy, Risk Management, Management, Business Process..., Financial Analysis, Analysis, Business Development, Process Improvement, Internal Audit, Change Management, Finance, Project Management, Internal Controls, Leadership, Sales, Auditing, Mergers & Acquisitions, Forecasting, Account Management, Business Analysis, Accounting, Business Process, Financial Services, Market Development, Risk Assessment, Data Analysis, Banking, Six Sigma, Executive Management, Enterprise Risk..., Financial Reporting, Negotiation, Corporate Finance, Management Consulting, Sarbanes-Oxley Act, Managerial Finance, Financial Modeling, Business Planning, Market Research, Due Diligence, Payroll, Policy
Education
Marquette University 2010 — 2011
Executive MBA, International Business
Universiteit Antwerpen 2011 — 2011
Diploma, International Business (Executive MBA Study Abroad)
University of Wisconsin-Parkside 2002 — 2005
B.S, Accounting
Richard Quinones Richard Quinones's Wells Fargo Experience August 2010 - 2013
Job Admissions Officer at Strayer University
Industry Banking
Experience
Strayer University December 2014 - Present
Allstate 2013 - 2014
Wells Fargo August 2010 - 2013
AT&T 2009 - 2010
Skills
Customer Service, Retail Banking, Property & Casualty..., Foreign Languages, Military, Translation, Strategic Planning
Education
Strayer University 2015 — 2019
Bachelor of Science (BS), Information Technology Major in Network Technology, 4.0
Marmara Üniversitesi 1995 — 1997
Bachelor of Arts (BA), Communication, Journalism, and Related Programs
Istanbul Etiler Lisesi 1993 — 1995
High School
Strayer University December 2014 - Present
Allstate 2013 - 2014
Wells Fargo August 2010 - 2013
AT&T 2009 - 2010
Skills
Customer Service, Retail Banking, Property & Casualty..., Foreign Languages, Military, Translation, Strategic Planning
Education
Strayer University 2015 — 2019
Bachelor of Science (BS), Information Technology Major in Network Technology, 4.0
Marmara Üniversitesi 1995 — 1997
Bachelor of Arts (BA), Communication, Journalism, and Related Programs
Istanbul Etiler Lisesi 1993 — 1995
High School
Brent Carrothers's Wells Fargo Experience June 2010 - October 2010
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
Wells Fargo Advisors October 2010 - February 2014
Wells Fargo June 2010 - October 2010
The Walt Disney Company August 2008 - January 2009
Education
Marshall University 2004 — 2009
Bachelor of Arts (B.A.), Psychology
Fidelity Investments February 2014 - Present
Wells Fargo Advisors October 2010 - February 2014
Wells Fargo June 2010 - October 2010
The Walt Disney Company August 2008 - January 2009
Education
Marshall University 2004 — 2009
Bachelor of Arts (B.A.), Psychology
Julia Mazur Julia Mazur's Wells Fargo Experience 2003 - 2005
Job Senior Finance Manager – Operations and Strategy at Sargento Foods
Industry Financial Services
Experience
Sargento Foods July 2015 - Present
Johnson Controls August 2014 - July 2015
Johnson Controls December 2012 - August 2014
Johnson Controls April 2010 - December 2012
Associated Bank June 2006 - April 2010
AMCORE Bank June 2005 - June 2006
Wells Fargo 2003 - 2005
Skills
Financial Analysis, Cash Management, Hyperion Enterprise, Finance, Credit, Financial Reporting, Strategic Financial..., Commercial Banking, Banking, Financial Modeling, Investments, Innovation, Portfolio Management, Capital Budgeting, Financial Forecasting, Consumer Financing, Credit Analysis, Sensitivity Analysis, Cash Flow, Risk Management, Financial Services, Treasury Management, Forecasting, Hyperion, Financial Planning, Corporate Finance, Managerial Finance, Sarbanes-Oxley Act
Education
Marquette University 2007 — 2010
MBA, Finance
University of Wisconsin-Milwaukee - School of Business Administration 2002 — 2005
Bachelor's degree, Finance
Sargento Foods July 2015 - Present
Johnson Controls August 2014 - July 2015
Johnson Controls December 2012 - August 2014
Johnson Controls April 2010 - December 2012
Associated Bank June 2006 - April 2010
AMCORE Bank June 2005 - June 2006
Wells Fargo 2003 - 2005
Skills
Financial Analysis, Cash Management, Hyperion Enterprise, Finance, Credit, Financial Reporting, Strategic Financial..., Commercial Banking, Banking, Financial Modeling, Investments, Innovation, Portfolio Management, Capital Budgeting, Financial Forecasting, Consumer Financing, Credit Analysis, Sensitivity Analysis, Cash Flow, Risk Management, Financial Services, Treasury Management, Forecasting, Hyperion, Financial Planning, Corporate Finance, Managerial Finance, Sarbanes-Oxley Act
Education
Marquette University 2007 — 2010
MBA, Finance
University of Wisconsin-Milwaukee - School of Business Administration 2002 — 2005
Bachelor's degree, Finance
Cornelius McClendon III Cornelius McClendon III's Wells Fargo Experience September 2013 - June 2015
Job Real Estate Portfolio Manager
Industry Real Estate
Experience
FM Enterprises, LLC August 2011 - Present
Wells Fargo September 2013 - June 2015
U.S. Cellular March 2012 - March 2013
Huron Consulting Group/Brooksource March 2011 - March 2012
Marquette University June 2006 - May 2011
United States House of Representatives-Congressman Ronald Kind September 2010 - December 2010
Local Initiatives Support Corporation June 2010 - September 2010
Marquette University October 2009 - May 2010
Alpha Phi Alpha Fraternity, Inc. April 2009 - May 2010
Skills
Community Outreach, Public Speaking, Leadership, Project Management, Troubleshooting, Research, Finance, Microsoft Office, Time Management, Accounting, Sales, Recruiting, Administration, Networking, Strategic Planning, Training, Retail, Microsoft Excel, PowerPoint, Social Networking, Microsoft Word, Team Leadership
Education
Cardinal Stritch University 2014 — 2015
Master's degree, Business Administration and Management, General
Marquette University 2006 — 2011
B.S., Commercial Real Estate and Finance
FM Enterprises, LLC August 2011 - Present
Wells Fargo September 2013 - June 2015
U.S. Cellular March 2012 - March 2013
Huron Consulting Group/Brooksource March 2011 - March 2012
Marquette University June 2006 - May 2011
United States House of Representatives-Congressman Ronald Kind September 2010 - December 2010
Local Initiatives Support Corporation June 2010 - September 2010
Marquette University October 2009 - May 2010
Alpha Phi Alpha Fraternity, Inc. April 2009 - May 2010
Skills
Community Outreach, Public Speaking, Leadership, Project Management, Troubleshooting, Research, Finance, Microsoft Office, Time Management, Accounting, Sales, Recruiting, Administration, Networking, Strategic Planning, Training, Retail, Microsoft Excel, PowerPoint, Social Networking, Microsoft Word, Team Leadership
Education
Cardinal Stritch University 2014 — 2015
Master's degree, Business Administration and Management, General
Marquette University 2006 — 2011
B.S., Commercial Real Estate and Finance
Adam Wildt Adam Wildt's Wells Fargo Experience December 2014 - Present
Job Computer Operations Analyst Intern at Wells Fargo
Industry Marketing and Advertising
Experience
Wells Fargo December 2014 - Present
Skills
Microsoft SQL Server, Windows Batch, Unix Services, Microsoft Office, SharePoint, Visio, BMC Remedy Ticketing..., Citrix Metaframe, Citrix XenDesktop, VMware, Confluence, Windows Server
Education
University of Wisconsin-Milwaukee 2010 — 2015
Computer Science and Technology, Information Science and Technology
Marquette University
Bachelor of Science, Business Administration; Marketing and Accounting
Wells Fargo December 2014 - Present
Skills
Microsoft SQL Server, Windows Batch, Unix Services, Microsoft Office, SharePoint, Visio, BMC Remedy Ticketing..., Citrix Metaframe, Citrix XenDesktop, VMware, Confluence, Windows Server
Education
University of Wisconsin-Milwaukee 2010 — 2015
Computer Science and Technology, Information Science and Technology
Marquette University
Bachelor of Science, Business Administration; Marketing and Accounting
Nicollette Stoltz Nicollette Stoltz's Wells Fargo Experience September 2009 - June 2010
Job Supply Analyst at Hillshire Brands
Industry Logistics and Supply Chain
Experience
Hillshire Brands May 2015 - Present
TMC, a division of C.H. Robinson Worldwide, Inc September 2013 - May 2015
Marquette University August 2012 - January 2013
Alcoa May 2012 - August 2012
Northwestern Mutual March 2012 - May 2012
AMP Agency February 2011 - May 2012
HeartLove Place Ministries January 2010 - June 2010
Wells Fargo September 2009 - June 2010
M&I Bank January 2008 - August 2008
Skills
Management, Marketing, Customer Service, Human Resources, Public Relations, Banking, Finance, Employee Benefits, Internal Communications, Selling, Event Planning, Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Leadership, Social Media Marketing, Microsoft Word, Social Networking, Time Management, Sales
Education
Marquette University 2008 — 2013
Bachelor of Science (BS), Marketing, Human Resources, and Supply Chain Management
Slinger High School 2004 — 2008
Hillshire Brands May 2015 - Present
TMC, a division of C.H. Robinson Worldwide, Inc September 2013 - May 2015
Marquette University August 2012 - January 2013
Alcoa May 2012 - August 2012
Northwestern Mutual March 2012 - May 2012
AMP Agency February 2011 - May 2012
HeartLove Place Ministries January 2010 - June 2010
Wells Fargo September 2009 - June 2010
M&I Bank January 2008 - August 2008
Skills
Management, Marketing, Customer Service, Human Resources, Public Relations, Banking, Finance, Employee Benefits, Internal Communications, Selling, Event Planning, Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Leadership, Social Media Marketing, Microsoft Word, Social Networking, Time Management, Sales
Education
Marquette University 2008 — 2013
Bachelor of Science (BS), Marketing, Human Resources, and Supply Chain Management
Slinger High School 2004 — 2008
Thomas Gillis Thomas Gillis's Wells Fargo Experience February 2012 - Present
Job Senior Financial Services Executive
Industry Financial Services
Experience
Wells Fargo February 2012 - Present
Newedge January 2008 - March 2011
Calyon Financial January 2006 - December 2007
Credit Agricole CIB, formerly known as Calyon July 2004 - December 2006
Credit Agricole Indosuez 1994 - 2004
First National Bank of Chicago 1987 - 1991
Chase Manhattan Bank 1985 - 1987
New York Life Insurance Company 1982 - 1985
Skills
Strategic Planning, Derivatives, Securitization, Corporate Finance, Foreign Exchange..., Interest Rate Risk..., Interest Rate Swaps, Change Management, Staff Development, Banking Operations, Brokerage, ABCP, Risk Management, Employee Benefits, Global Management, Business Process Design, Treasury, Business Integration, Commodity, Investment Banking, Accounting, Fixed Income, Finance, Hedge Funds, Financial Markets, Options, Capital Markets, Trading, Banking, Portfolio Management, Core Banking, Financial Structuring, Due Diligence, Operational Risk, Credit, Auditing, Strategy, Internal Audit, Foreign Exchange, Securities, Financial Services
Education
Marist College 1978 — 1982
BS, Accounting
Wells Fargo February 2012 - Present
Newedge January 2008 - March 2011
Calyon Financial January 2006 - December 2007
Credit Agricole CIB, formerly known as Calyon July 2004 - December 2006
Credit Agricole Indosuez 1994 - 2004
First National Bank of Chicago 1987 - 1991
Chase Manhattan Bank 1985 - 1987
New York Life Insurance Company 1982 - 1985
Skills
Strategic Planning, Derivatives, Securitization, Corporate Finance, Foreign Exchange..., Interest Rate Risk..., Interest Rate Swaps, Change Management, Staff Development, Banking Operations, Brokerage, ABCP, Risk Management, Employee Benefits, Global Management, Business Process Design, Treasury, Business Integration, Commodity, Investment Banking, Accounting, Fixed Income, Finance, Hedge Funds, Financial Markets, Options, Capital Markets, Trading, Banking, Portfolio Management, Core Banking, Financial Structuring, Due Diligence, Operational Risk, Credit, Auditing, Strategy, Internal Audit, Foreign Exchange, Securities, Financial Services
Education
Marist College 1978 — 1982
BS, Accounting
James Stover MBA, MS James Stover MBA, MS's Wells Fargo Experience November 2003 - February 2007
Job Director of Information Technology at WV Mutual Insurance Co.
Industry Information Technology and Services
Experience
WV Mutual Insurance Co. February 2007 - Present
Wells Fargo November 2003 - February 2007
NextiraOne October 2000 - June 2002
US Army Corps of Engineers July 1994 - July 2000
Skills
Information Technology, Corporate Finance, Managerial Accounting, Active Directory, Windows Server, Servers, Switches, Firewalls, Networking, Troubleshooting, VPN, System Administration, Hardware, Routers, Software Installation, Computer Hardware, IT Operations, Enterprise Architecture, IT Service Management, Leadership
Education
West Virginia University 2011 — 2012
MBA, Finance
Marshall University 2007 — 2011
Masters, Technology Management
West Virginia University Institute of Technology 1994 — 1998
BS, Biology
WV Mutual Insurance Co. February 2007 - Present
Wells Fargo November 2003 - February 2007
NextiraOne October 2000 - June 2002
US Army Corps of Engineers July 1994 - July 2000
Skills
Information Technology, Corporate Finance, Managerial Accounting, Active Directory, Windows Server, Servers, Switches, Firewalls, Networking, Troubleshooting, VPN, System Administration, Hardware, Routers, Software Installation, Computer Hardware, IT Operations, Enterprise Architecture, IT Service Management, Leadership
Education
West Virginia University 2011 — 2012
MBA, Finance
Marshall University 2007 — 2011
Masters, Technology Management
West Virginia University Institute of Technology 1994 — 1998
BS, Biology
Tamara Maybury Tamara Maybury's Wells Fargo Experience January 2006 - May 2011
Job AVP Small Business and Mortgage
Industry Banking
Experience
Kentucky Bank January 2014 - Present
Orrstown Bank 2011 - January 2014
Wells Fargo January 2006 - May 2011
Skills
Mortgage Lending, Small Business, Commercial Lending, Small Business Lending, Loans, Commercial Banking, Credit, Consumer Lending, Banking, Credit Analysis, Cash Management, Portfolio Management, Finance
Education
Western Carolina University 2005 — 2008
MBA, Masters of Business Administration
Mars Hill University
Kentucky Bank January 2014 - Present
Orrstown Bank 2011 - January 2014
Wells Fargo January 2006 - May 2011
Skills
Mortgage Lending, Small Business, Commercial Lending, Small Business Lending, Loans, Commercial Banking, Credit, Consumer Lending, Banking, Credit Analysis, Cash Management, Portfolio Management, Finance
Education
Western Carolina University 2005 — 2008
MBA, Masters of Business Administration
Mars Hill University
Sydney Perkins's Wells Fargo Experience June 2009 - July 2009
Job Benefits Accountant at Northrop Grumman Corporation
Industry Financial Services
Experience
Northrop Grumman Corporation July 2013 - Present
Northrop Grumman Corporation April 2011 - July 2013
Northrop Grumman Corporation March 2010 - April 2011
The Hartford August 2009 - March 2010
Wells Fargo June 2009 - July 2009
University of Mississippi August 2007 - May 2009
FedEx Express May 2006 - August 2007
Skills
SAP, Financial Reporting, Visio, Management, Forecasting, Accounting, Variance Analysis, Finance, Risk Management, Project Planning, Business Strategy, Procurement, Policy, Proposal Writing, Sales, Hyperion HFM, ADR, Account Reconciliation, Blackline
Education
Marist College 2012 — 2014
MBA- Finance, MBA - Finance, 3.72
University of Mississippi - School of Business Administration 2005 — 2009
Bachelors, Finance
Northrop Grumman Corporation July 2013 - Present
Northrop Grumman Corporation April 2011 - July 2013
Northrop Grumman Corporation March 2010 - April 2011
The Hartford August 2009 - March 2010
Wells Fargo June 2009 - July 2009
University of Mississippi August 2007 - May 2009
FedEx Express May 2006 - August 2007
Skills
SAP, Financial Reporting, Visio, Management, Forecasting, Accounting, Variance Analysis, Finance, Risk Management, Project Planning, Business Strategy, Procurement, Policy, Proposal Writing, Sales, Hyperion HFM, ADR, Account Reconciliation, Blackline
Education
Marist College 2012 — 2014
MBA- Finance, MBA - Finance, 3.72
University of Mississippi - School of Business Administration 2005 — 2009
Bachelors, Finance
Eric Sadowski Eric Sadowski's Wells Fargo Experience June 2014 - August 2014
Job Commercial Credit Analyst Commercial Leadership Development Program at MB Financial Bank
Industry Financial Services
Experience
MB Financial Bank July 2015 - Present
Wells Fargo June 2014 - August 2014
Queen of Heaven Catholic Cemetery and Mausoleum May 2012 - June 2014
Marquette Bakery September 2013 - May 2014
Glen Ellyn School District 41 June 2011 - August 2011
Chicago Bulls/White Sox Academy June 2010 - May 2011
Skills
Microsoft Excel, Time Management, Microsoft Word, PowerPoint, Microsoft Office, Phone Skills, Photoshop, Social Media, Teamwork, Social Networking, Customer Satisfaction, Access, Event Planning, Public Speaking
Education
Marquette University 2012 — 2015
Bachelor of Science, Business Administration; Finance & Marketing
University of South Carolina-Columbia 2011 — 2012
MB Financial Bank July 2015 - Present
Wells Fargo June 2014 - August 2014
Queen of Heaven Catholic Cemetery and Mausoleum May 2012 - June 2014
Marquette Bakery September 2013 - May 2014
Glen Ellyn School District 41 June 2011 - August 2011
Chicago Bulls/White Sox Academy June 2010 - May 2011
Skills
Microsoft Excel, Time Management, Microsoft Word, PowerPoint, Microsoft Office, Phone Skills, Photoshop, Social Media, Teamwork, Social Networking, Customer Satisfaction, Access, Event Planning, Public Speaking
Education
Marquette University 2012 — 2015
Bachelor of Science, Business Administration; Finance & Marketing
University of South Carolina-Columbia 2011 — 2012
Henry L. Reichert Henry L. Reichert's Wells Fargo Experience July 2004 - Present
Job Vice President, Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo July 2004 - Present
U.S.Navy Reserve August 1992 - August 2012
Skills
Litigation, Government, Military, Project Planning, Risk Management, Security Clearance, Securities, Policy, Leadership, Strategic Planning, DoD, Estate Planning, Command, Program Management, Government Contracting
Education
Marquette University Law School 1989 — 1992
J.D., LAW
Saint John's University 1985 — 1989
BA, HISTORY
Bismarck High School 1983 — 1985
Wells Fargo July 2004 - Present
U.S.Navy Reserve August 1992 - August 2012
Skills
Litigation, Government, Military, Project Planning, Risk Management, Security Clearance, Securities, Policy, Leadership, Strategic Planning, DoD, Estate Planning, Command, Program Management, Government Contracting
Education
Marquette University Law School 1989 — 1992
J.D., LAW
Saint John's University 1985 — 1989
BA, HISTORY
Bismarck High School 1983 — 1985
Tom Krueger Tom Krueger's Wells Fargo Experience May 2012 - Present
Job Senior Vice President, Dallas Regional Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2012 - Present
Wells Fargo Bank April 2003 - April 2012
Skills
Loans, Commercial Banking, Credit Analysis, Portfolio Management, Underwriting, Loan Origination, Sales Management, Credit Management, P&L Responsibility, Asset Based Lending, Commercial Lending, Small Business Lending, Management, Credit Risk, Finance, Treasury Management, Financial Analysis, Financial Modeling, Banking, Risk Management
Education
Marquette University 1990 — 2013
Master of Business Administration (MBA)
Valparaiso University 1982 — 1986
Wells Fargo May 2012 - Present
Wells Fargo Bank April 2003 - April 2012
Skills
Loans, Commercial Banking, Credit Analysis, Portfolio Management, Underwriting, Loan Origination, Sales Management, Credit Management, P&L Responsibility, Asset Based Lending, Commercial Lending, Small Business Lending, Management, Credit Risk, Finance, Treasury Management, Financial Analysis, Financial Modeling, Banking, Risk Management
Education
Marquette University 1990 — 2013
Master of Business Administration (MBA)
Valparaiso University 1982 — 1986
Bill Milbauer's Wells Fargo Experience February 2011 - Present
Job National Sales Manager, Shareowner Services
Industry Financial Services
Experience
Wells Fargo February 2011 - Present
Wells Fargo Bank June 1985 - March 2009
Wells Fargo January 1994 - January 2001
Asset Backed Securities Division January 1994 - January 2000
Wells Fargo March 1987 - January 1994
Wells Fargo January 1987 - January 1994
Wells Fargo June 1985 - June 1987
Wells Fargo January 1985 - January 1987
Skills
Business Development, CRM, Credit, Financial Services, Leadership, Loans, Management, Mergers, Mortgage Lending, New Business Development, Relationship Management, Risk Management, Sales, Sales Management, Sales Operations, Sales Process, Securitization, Selling, Strategy, Structured Finance, ABS, Banking
Education
University of Wisconsin-Eau Claire 1983 — 1985
BBA, Accounting
Marquette University 1980 — 1981
Wells Fargo February 2011 - Present
Wells Fargo Bank June 1985 - March 2009
Wells Fargo January 1994 - January 2001
Asset Backed Securities Division January 1994 - January 2000
Wells Fargo March 1987 - January 1994
Wells Fargo January 1987 - January 1994
Wells Fargo June 1985 - June 1987
Wells Fargo January 1985 - January 1987
Skills
Business Development, CRM, Credit, Financial Services, Leadership, Loans, Management, Mergers, Mortgage Lending, New Business Development, Relationship Management, Risk Management, Sales, Sales Management, Sales Operations, Sales Process, Securitization, Selling, Strategy, Structured Finance, ABS, Banking
Education
University of Wisconsin-Eau Claire 1983 — 1985
BBA, Accounting
Marquette University 1980 — 1981
Max Vayner Max Vayner's Wells Fargo Experience June 1996 - August 2001
Job Claims Administrator
Industry Law Practice
Experience
Carlson, Blau & Clemens. S.C. May 2005 - Present
The Dollar Night Club September 2002 - April 2005
Wells Fargo June 1996 - August 2001
Skills
Customer Service, Claims Management, Claims Resolution, Casualty Claims, Auto Accident Claims, Premises Liability..., Claims Investigations, Legal Research, Management, Analysis, Training, Social Media, Public Relations, Wrongful Death Claims, Leadership, Microsoft Word, Process Improvement, Event Planning
Education
Marquette University 1995 — 2000
B.A., Criminology & Law Studies
Thomas M. Cooley Law School 2000 — 2004
Litigation
Carlson, Blau & Clemens. S.C. May 2005 - Present
The Dollar Night Club September 2002 - April 2005
Wells Fargo June 1996 - August 2001
Skills
Customer Service, Claims Management, Claims Resolution, Casualty Claims, Auto Accident Claims, Premises Liability..., Claims Investigations, Legal Research, Management, Analysis, Training, Social Media, Public Relations, Wrongful Death Claims, Leadership, Microsoft Word, Process Improvement, Event Planning
Education
Marquette University 1995 — 2000
B.A., Criminology & Law Studies
Thomas M. Cooley Law School 2000 — 2004
Litigation
keith mcinvale keith mcinvale's Wells Fargo Experience February 2014 - Present
Job other
Industry Banking
Experience
Wells Fargo February 2014 - Present
Bank of America May 2013 - December 2013
Travelers November 2012 - January 2013
The Home Depot 2012 - 2013
Save The Children Federation Inc. March 2008 - July 2011
New York Life Insurance Company September 2006 - December 2007
Hanover Insurance January 2006 - September 2006
Patrons Mutual Insurance February 2006 - March 2006
The Hartford May 2004 - November 2005
AARP Insurance Sales September 2003 - May 2004
Skills
Microsoft Excel, Data Cleaning, Department Budgeting, Analysis, Process Improvement, Access, Visio, Microsoft Office, Fundraising, Databases, Leadership, Strategy, SQL, Management, Financial Analysis, Time Management, Strategic Planning, Sales
Education
Quinnipiac University 2014 — 2016
Masters of Science Data Analytics, Data Analytics
Sacred Heart University 2011 — 2015
MBA, Finance
The Citadel 1997 — 2001
Bachelor's degree, International Poitics
Marist College 1996 — 1997
Sacred Heart University
Bachelor of Arts; Masters of Business Administration, Political Science; Finance Concentration
Wells Fargo February 2014 - Present
Bank of America May 2013 - December 2013
Travelers November 2012 - January 2013
The Home Depot 2012 - 2013
Save The Children Federation Inc. March 2008 - July 2011
New York Life Insurance Company September 2006 - December 2007
Hanover Insurance January 2006 - September 2006
Patrons Mutual Insurance February 2006 - March 2006
The Hartford May 2004 - November 2005
AARP Insurance Sales September 2003 - May 2004
Skills
Microsoft Excel, Data Cleaning, Department Budgeting, Analysis, Process Improvement, Access, Visio, Microsoft Office, Fundraising, Databases, Leadership, Strategy, SQL, Management, Financial Analysis, Time Management, Strategic Planning, Sales
Education
Quinnipiac University 2014 — 2016
Masters of Science Data Analytics, Data Analytics
Sacred Heart University 2011 — 2015
MBA, Finance
The Citadel 1997 — 2001
Bachelor's degree, International Poitics
Marist College 1996 — 1997
Sacred Heart University
Bachelor of Arts; Masters of Business Administration, Political Science; Finance Concentration
R. Jay GaBany R. Jay GaBany's Wells Fargo Experience 2014 - Present
Job Senior Product Manager, Digital Sales and Service
Industry Internet
Experience
Wells Fargo 2014 - Present
Symantec 2012 - 2014
Advanced Imaging Conference 2009 - 2012
TravelMuse 2007 - 2009
Rearden Commerce Inc 2003 - 2006
GetThere 1997 - 2003
Skills
MS Office Suite, MS Project, SEO, Strategy, Product Management, HTML, Photoshop, Agile Methodologies, Online Advertising, Microsoft Office, Project Management, Social Media Marketing, E-commerce, Cross-functional Team..., Online Marketing, Product Marketing, Strategic Partnerships, User Experience, Start-ups, Management, Technical Writing, SaaS, Email Marketing, Market Research
Education
Marshall University
Bachelors Degree, Business Management and Finance
Wells Fargo 2014 - Present
Symantec 2012 - 2014
Advanced Imaging Conference 2009 - 2012
TravelMuse 2007 - 2009
Rearden Commerce Inc 2003 - 2006
GetThere 1997 - 2003
Skills
MS Office Suite, MS Project, SEO, Strategy, Product Management, HTML, Photoshop, Agile Methodologies, Online Advertising, Microsoft Office, Project Management, Social Media Marketing, E-commerce, Cross-functional Team..., Online Marketing, Product Marketing, Strategic Partnerships, User Experience, Start-ups, Management, Technical Writing, SaaS, Email Marketing, Market Research
Education
Marshall University
Bachelors Degree, Business Management and Finance
Carol Klein Carol Klein's Wells Fargo Experience August 2009 - May 2010
Job Experienced Program/Project Manager
Industry Management Consulting
Experience
Ameriprise Financial Services, Inc. January 2015 - Present
Rust Consulting November 2013 - May 2014
MNsure February 2013 - September 2013
Delta Air Lines June 2012 - December 2012
Blue Cross Blue Shield of Minnesota August 2011 - February 2012
Target March 2011 - July 2011
Blue Cross Blue Shield of Minnesota June 2010 - March 2011
Wells Fargo August 2009 - May 2010
Hennepin County December 2006 - August 2009
Ameriprise Financial Services, Inc. June 2004 - December 2006
Skills
Business Process, PMO, Requirements Gathering, Leadership, SQL, SharePoint, Integration, Project Management, MS Project, Risk Management, Budgets, Vendor Management, Requirements Analysis, Business Analysis, SDLC, PMP, Business Process..., Project Portfolio...
Education
University of Minnesota - Carlson School of Management 1987 — 1988
MBA, Finance
Brainerd Senior High
Marquette University
BS, Business Administration
Ameriprise Financial Services, Inc. January 2015 - Present
Rust Consulting November 2013 - May 2014
MNsure February 2013 - September 2013
Delta Air Lines June 2012 - December 2012
Blue Cross Blue Shield of Minnesota August 2011 - February 2012
Target March 2011 - July 2011
Blue Cross Blue Shield of Minnesota June 2010 - March 2011
Wells Fargo August 2009 - May 2010
Hennepin County December 2006 - August 2009
Ameriprise Financial Services, Inc. June 2004 - December 2006
Skills
Business Process, PMO, Requirements Gathering, Leadership, SQL, SharePoint, Integration, Project Management, MS Project, Risk Management, Budgets, Vendor Management, Requirements Analysis, Business Analysis, SDLC, PMP, Business Process..., Project Portfolio...
Education
University of Minnesota - Carlson School of Management 1987 — 1988
MBA, Finance
Brainerd Senior High
Marquette University
BS, Business Administration
michael paul koch's Wells Fargo Experience August 2015 - Present
Job Payroll Sales Consultant
Industry Financial Services
Experience
Wells Fargo August 2015 - Present
Paychex August 2014 - May 2015
Starwood Hotels & Resorts Worldwide, Inc. February 2014 - August 2014
Morgans Hotel Group March 2012 - February 2014
Hotel Amarano Burbank August 2010 - February 2012
Marriott Hotels October 2008 - January 2010
Skills
Social Media Marketing, Advertising, Acting, Event Management, Social Networking, Event Planning, Entertainment, Public Speaking, Television, Video Production, Editing, Social Media, Public Relations, Photography, Online Marketing, Facebook, Marketing Communications, Email Marketing, New Media, Media Relations, Video, Digital Media, Marketing Strategy, Sports, Sponsorship, Blogging, Marketing, Customer Service, Sales, Film Production, Management, Film, Creative Writing, Training, Leadership, Hospitality, Team Building
Education
Mars Hill College 2004 — 2005
Marketing/Marketing Management, General
Monroe Community College 2002 — 2004
Drama and Dramatics/Theatre Arts, General
Geneseo High School 1998 — 2001
Diploma
Wells Fargo August 2015 - Present
Paychex August 2014 - May 2015
Starwood Hotels & Resorts Worldwide, Inc. February 2014 - August 2014
Morgans Hotel Group March 2012 - February 2014
Hotel Amarano Burbank August 2010 - February 2012
Marriott Hotels October 2008 - January 2010
Skills
Social Media Marketing, Advertising, Acting, Event Management, Social Networking, Event Planning, Entertainment, Public Speaking, Television, Video Production, Editing, Social Media, Public Relations, Photography, Online Marketing, Facebook, Marketing Communications, Email Marketing, New Media, Media Relations, Video, Digital Media, Marketing Strategy, Sports, Sponsorship, Blogging, Marketing, Customer Service, Sales, Film Production, Management, Film, Creative Writing, Training, Leadership, Hospitality, Team Building
Education
Mars Hill College 2004 — 2005
Marketing/Marketing Management, General
Monroe Community College 2002 — 2004
Drama and Dramatics/Theatre Arts, General
Geneseo High School 1998 — 2001
Diploma
Linda Reid's Wells Fargo Experience February 2014 - March 2014
Job Program Management Professional Actively Seeking Next Opportunity
Industry Marketing and Advertising
Experience
Oracle (Sprocket Media) April 2014 - June 2015
Wells Fargo February 2014 - March 2014
Wells Fargo August 2013 - November 2013
Gymboree October 2012 - April 2013
MyPoints.com May 2007 - December 2011
Wells Fargo May 2006 - November 2006
Nimblefish Technologies, Inc. June 2004 - November 2005
Bleu Marketing Solutions 2003 - 2004
Lucasfilm Ltd. 2002 - 2003
360 Group (acquired by INVESTools) 2000 - 2002
Skills
Digital Marketing, E-commerce, Lead Generation, Direct Marketing, Product Management, Email Marketing, Account Management, Database Marketing, Project Management, Marketing, Web Marketing, Online Marketing, Direct Mail, Project Planning, Creative Direction, Web Analytics, Media Planning, Salesforce.com, Media Buying, Cross-functional Team..., Strategic Partnerships, Leadership, Management, Marketing Project..., Branding, Marketing Operations..., Market & Consumer..., Vendor Management..., Business Process..., Creative Development, Staff Mentoring, Staff Training, Advertising Sales, Proprietary Content..., Web Optimization, Budgeting, Forecasting, Production Planning, Direct Mail Programs, Client Relations Skills, Microsoft Office, Visio, Web Development, Supplier Negotiation, Customer Acquisition, Integrated Marketing
Education
San Francisco State University 2012 — 2012
Marist College
B.S Business Administration, Marketing & Human Resources; Minor: Accounting
Oracle (Sprocket Media) April 2014 - June 2015
Wells Fargo February 2014 - March 2014
Wells Fargo August 2013 - November 2013
Gymboree October 2012 - April 2013
MyPoints.com May 2007 - December 2011
Wells Fargo May 2006 - November 2006
Nimblefish Technologies, Inc. June 2004 - November 2005
Bleu Marketing Solutions 2003 - 2004
Lucasfilm Ltd. 2002 - 2003
360 Group (acquired by INVESTools) 2000 - 2002
Skills
Digital Marketing, E-commerce, Lead Generation, Direct Marketing, Product Management, Email Marketing, Account Management, Database Marketing, Project Management, Marketing, Web Marketing, Online Marketing, Direct Mail, Project Planning, Creative Direction, Web Analytics, Media Planning, Salesforce.com, Media Buying, Cross-functional Team..., Strategic Partnerships, Leadership, Management, Marketing Project..., Branding, Marketing Operations..., Market & Consumer..., Vendor Management..., Business Process..., Creative Development, Staff Mentoring, Staff Training, Advertising Sales, Proprietary Content..., Web Optimization, Budgeting, Forecasting, Production Planning, Direct Mail Programs, Client Relations Skills, Microsoft Office, Visio, Web Development, Supplier Negotiation, Customer Acquisition, Integrated Marketing
Education
San Francisco State University 2012 — 2012
Marist College
B.S Business Administration, Marketing & Human Resources; Minor: Accounting
Bernie Sumcad, CISSP, CISA, QSA, CHP, CHSS's Wells Fargo Experience InfoSecurity ContractorWells FargoMay 2014 - Present
Job Senior Manager Threat Assessment Protection Services at Ally Financial Inc.
Industry Information Technology and Services
Experience
Wells Fargo InfoSecurity ContractorWells FargoMay 2014 - Present
Skills
Internal Audit, Risk Management, Information Security, Information Security..., PCI DSS, IT Audit, Security, Business Continuity, CISSP, Network Security, Vulnerability Assessment, Vulnerability Management, Project Management, Penetration Testing, Application Security, Information Technology, Information Assurance, Security Awareness, Governance, Computer Forensics, Risk Assessment, CISA, Process Improvement, Disaster Recovery, Privacy Law, GLBA, IDS, Firewalls, Computer Security, Payment Industry, Security Audits, Business Continuity..., ISO 27001, IT Operations, Encryption, Security Architecture..., IPS, Identity Management, IT Risk Management, Checkpoint, VPN, Intrusion Detection, Sarbanes-Oxley Act, CISM, Data Security, Security+, Vulnerability Scanning, CEH
Education
Wayne State University 1991 — 1993
MBA
Marquette University 1984 — 1988
BS
Marquette University 1984 — 1988
bs
Wells Fargo InfoSecurity ContractorWells FargoMay 2014 - Present
Skills
Internal Audit, Risk Management, Information Security, Information Security..., PCI DSS, IT Audit, Security, Business Continuity, CISSP, Network Security, Vulnerability Assessment, Vulnerability Management, Project Management, Penetration Testing, Application Security, Information Technology, Information Assurance, Security Awareness, Governance, Computer Forensics, Risk Assessment, CISA, Process Improvement, Disaster Recovery, Privacy Law, GLBA, IDS, Firewalls, Computer Security, Payment Industry, Security Audits, Business Continuity..., ISO 27001, IT Operations, Encryption, Security Architecture..., IPS, Identity Management, IT Risk Management, Checkpoint, VPN, Intrusion Detection, Sarbanes-Oxley Act, CISM, Data Security, Security+, Vulnerability Scanning, CEH
Education
Wayne State University 1991 — 1993
MBA
Marquette University 1984 — 1988
BS
Marquette University 1984 — 1988
bs
Jeff Haggett's Wells Fargo Experience Compliance DirectorWells Fargo Home and Consumer Finance Group2006 - Present
Job Sr. Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Compliance DirectorWells Fargo Home and Consumer Finance Group2006 - Present
Wells Fargo - HCFG 1999 - Present
Education
Marquette University 1981 — 1985
Wells Fargo Compliance DirectorWells Fargo Home and Consumer Finance Group2006 - Present
Wells Fargo - HCFG 1999 - Present
Education
Marquette University 1981 — 1985
Natalie Disque, PMP's Wells Fargo Experience July 2014 - Present
Job PM who gets the job DONE!
Industry Financial Services
Experience
Wells Fargo July 2014 - Present
Godfrey Systems September 2014 - Present
The College of St. Scholastica January 2005 - Present
Natalie Disque, LLC January 2005 - Present
Bank of America August 2011 - July 2014
Capital One September 2010 - June 2011
Bostwick Laboratories November 2007 - September 2010
ttc Innovations July 2010 - August 2010
Capital One September 2007 - November 2007
Shaw Systems June 2006 - July 2007
Skills
Robohelp, Dreamweaver, Training and Teaching, Technical Writing, SEO and Web Analytics, HTML, Business Analysis, Project Management, Instructional Design, Professors, Academic Writing, RoboHelp, Requirements Analysis, Healthcare Information..., Systems Analysis, Technical Support, SDLC, Analysis, CMMI, Quality Assurance, Leadership, Strategy, Visio, PMP, Disaster Recovery, Process Improvement, Management
Education
Marist College 1995 — 1999
Masters, Computer Science/Information Systems
Pace University-Pleasantville/Briarcliff Campus 1990 — 1994
BBA, Business Management
Our Lady of Lourdes 1986 — 1990
High School Diploma
Wells Fargo July 2014 - Present
Godfrey Systems September 2014 - Present
The College of St. Scholastica January 2005 - Present
Natalie Disque, LLC January 2005 - Present
Bank of America August 2011 - July 2014
Capital One September 2010 - June 2011
Bostwick Laboratories November 2007 - September 2010
ttc Innovations July 2010 - August 2010
Capital One September 2007 - November 2007
Shaw Systems June 2006 - July 2007
Skills
Robohelp, Dreamweaver, Training and Teaching, Technical Writing, SEO and Web Analytics, HTML, Business Analysis, Project Management, Instructional Design, Professors, Academic Writing, RoboHelp, Requirements Analysis, Healthcare Information..., Systems Analysis, Technical Support, SDLC, Analysis, CMMI, Quality Assurance, Leadership, Strategy, Visio, PMP, Disaster Recovery, Process Improvement, Management
Education
Marist College 1995 — 1999
Masters, Computer Science/Information Systems
Pace University-Pleasantville/Briarcliff Campus 1990 — 1994
BBA, Business Management
Our Lady of Lourdes 1986 — 1990
High School Diploma
Rachel (Thurston) Schermann's Wells Fargo Experience May 2004 - Present
Job Compliance Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2004 - Present
Wolters Kluwer Financial Services January 1995 - April 2004
Skills
BSA, AML, Compliance Management, Anti Money Laundering, Banking, Risk Management, Financial Risk, Financial Services, Management, Operational Risk...
Education
Marquette University Law School 1991 — 1994
J.D.
University of Saint Thomas 1986 — 1990
Bachelor of Arts, Business Administration -- Finance
Wells Fargo May 2004 - Present
Wolters Kluwer Financial Services January 1995 - April 2004
Skills
BSA, AML, Compliance Management, Anti Money Laundering, Banking, Risk Management, Financial Risk, Financial Services, Management, Operational Risk...
Education
Marquette University Law School 1991 — 1994
J.D.
University of Saint Thomas 1986 — 1990
Bachelor of Arts, Business Administration -- Finance
Richard McCormick's Wells Fargo Experience March 2012 - Present
Job Experienced IT Consultant
Industry Information Technology and Services
Experience
Wells Fargo March 2012 - Present
Bank of America 2007 - 2010
Skills
SDLC, Banking, Business Analysis, Business Requirements, PMO, Data Warehousing, Vendor Management, Mainframe, Requirements Gathering, Visio, Requirements Analysis
Education
Saint Bonaventure University 1985 — 1988
Computer Science
Marquette University 1983 — 1985
Wells Fargo March 2012 - Present
Bank of America 2007 - 2010
Skills
SDLC, Banking, Business Analysis, Business Requirements, PMO, Data Warehousing, Vendor Management, Mainframe, Requirements Gathering, Visio, Requirements Analysis
Education
Saint Bonaventure University 1985 — 1988
Computer Science
Marquette University 1983 — 1985
Jolene Hemp's Wells Fargo Experience October 2005 - Present
Job Corporate Enterprise Risk Management Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2005 - Present
Wells Fargo January 2003 - September 2005
Skills
Operational Risk, Operational Risk..., Banking, Financial Risk, Enterprise Risk..., Risk Management, Financial Analysis
Education
Marquette University
Wells Fargo October 2005 - Present
Wells Fargo January 2003 - September 2005
Skills
Operational Risk, Operational Risk..., Banking, Financial Risk, Enterprise Risk..., Risk Management, Financial Analysis
Education
Marquette University
Eric Siegrist's Wells Fargo Experience July 2010 - June 2011
Job Internal Wholesaler at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein June 2011 - Present
Wells Fargo July 2010 - June 2011
Echo Trade July 2009 - June 2010
Bank of America October 2008 - July 2009
Household Finance October 2004 - September 2008
Skills
Equities, Investments, Mutual Funds, Portfolio Management, Series 63, Series 7
Education
Marist College 2003 — 2006
MBA
Marist College 2001 — 2003
Marketing
Saint Bonaventure University 1999 — 2001
Marketing
AllianceBernstein June 2011 - Present
Wells Fargo July 2010 - June 2011
Echo Trade July 2009 - June 2010
Bank of America October 2008 - July 2009
Household Finance October 2004 - September 2008
Skills
Equities, Investments, Mutual Funds, Portfolio Management, Series 63, Series 7
Education
Marist College 2003 — 2006
MBA
Marist College 2001 — 2003
Marketing
Saint Bonaventure University 1999 — 2001
Marketing
Brady McMonigal's Wells Fargo Experience March 2015 - Present
Job Regional Lead at Wells Fargo & Company
Industry Banking
Experience
Wells Fargo March 2015 - Present
Wells Fargo & Company April 2005 - March 2015
Bank of America June 1999 - March 2005
Skills
Credit Analysis, Credit Risk, Financial Analysis, Financial Transactions, Secured Financing, Business Development, Financial Modeling, Risk Assessment, Management, Financial Regulation, Credit, Strategy, Commercial Banking, Banking, Corporate Finance, Portfolio Management, Asset Based Lending, Treasury Management, Commercial Lending
Education
The University of Chicago Booth School of Business 2003 — 2006
MBA, Finance, Accounting & Entrepreneurship
Marquette University 1995 — 1999
BS, Finance, International Business
University of Southern Denmark 1997 — 1998
International Business
Wells Fargo March 2015 - Present
Wells Fargo & Company April 2005 - March 2015
Bank of America June 1999 - March 2005
Skills
Credit Analysis, Credit Risk, Financial Analysis, Financial Transactions, Secured Financing, Business Development, Financial Modeling, Risk Assessment, Management, Financial Regulation, Credit, Strategy, Commercial Banking, Banking, Corporate Finance, Portfolio Management, Asset Based Lending, Treasury Management, Commercial Lending
Education
The University of Chicago Booth School of Business 2003 — 2006
MBA, Finance, Accounting & Entrepreneurship
Marquette University 1995 — 1999
BS, Finance, International Business
University of Southern Denmark 1997 — 1998
International Business
Heather Thorson's Wells Fargo Experience January 2006 - Present
Job Communications Consultant at Wells Fargo
Industry Public Relations and Communications
Experience
Wells Fargo January 2006 - Present
Laughlin Constable 2003 - 2006
United Way of Greater Milwaukee May 2003 - September 2003
Skills
Project Management, Marketing, Internal Communications, Strategic Communications, Integrated Marketing, Social Media, Press Releases, Mobile Communications, Digital Marketing, Media Relations, Marketing Communications, Copywriting, Corporate Communications, Newsletters
Education
Marquette University 2000 — 2003
BA College of Communication, Public Relations and Communication
Wells Fargo January 2006 - Present
Laughlin Constable 2003 - 2006
United Way of Greater Milwaukee May 2003 - September 2003
Skills
Project Management, Marketing, Internal Communications, Strategic Communications, Integrated Marketing, Social Media, Press Releases, Mobile Communications, Digital Marketing, Media Relations, Marketing Communications, Copywriting, Corporate Communications, Newsletters
Education
Marquette University 2000 — 2003
BA College of Communication, Public Relations and Communication
Mark Klos's Wells Fargo Experience February 1994 - July 2001
Job Financial Services Attorney at Maslon LLP
Industry Law Practice
Experience
Maslon LLP September 2004 - Present
Wells Fargo February 1994 - July 2001
Education
University of St. Thomas School of Law 2001 — 2004
JD
Marquette University 1990 — 1994
BS, Accounting
Maslon LLP September 2004 - Present
Wells Fargo February 1994 - July 2001
Education
University of St. Thomas School of Law 2001 — 2004
JD
Marquette University 1990 — 1994
BS, Accounting
Jeff Haggett's Wells Fargo Experience 2005 - 2007
Job SVP at LSI Fidelity National Information Services
Industry Financial Services
Experience
LSI - Fidelity National Information Services National Sales IntegrationLSI - LPS2008 - Present
Wells Fargo Home Mortgage 1999 - 2008
Wells Fargo 2005 - 2007
Education
Marquette University 1981 — 1985
LSI - Fidelity National Information Services National Sales IntegrationLSI - LPS2008 - Present
Wells Fargo Home Mortgage 1999 - 2008
Wells Fargo 2005 - 2007
Education
Marquette University 1981 — 1985
Marianne DeMeuse's Wells Fargo Experience January 2005 - March 2014
Job Retired
Industry Financial Services
Experience
Wells Fargo January 2005 - March 2014
Wells Fargo Home Mortgage 1998 - 2005
Wells Fargo Home Mortgage 1989 - 1998
Skills
Mortgage Lending, Loans, Credit, Mortgage Banking, FHA, Loan Origination, Refinance, Credit Analysis, Sales, Process Improvement, Project Management, Banking, Customer Service
Education
Marquette University 1975 — 1979
BS, Business Administration
Wells Fargo January 2005 - March 2014
Wells Fargo Home Mortgage 1998 - 2005
Wells Fargo Home Mortgage 1989 - 1998
Skills
Mortgage Lending, Loans, Credit, Mortgage Banking, FHA, Loan Origination, Refinance, Credit Analysis, Sales, Process Improvement, Project Management, Banking, Customer Service
Education
Marquette University 1975 — 1979
BS, Business Administration
Jon T. Fumich's Wells Fargo Experience December 2012 - March 2014
Job Business Development Officer Frandsen Bank & Trust
Industry Banking
Experience
Frandsen Bank & Trust March 2014 - Present
Wells Fargo December 2012 - March 2014
Wells Fargo August 2005 - December 2012
Wells Fargo April 2007 - October 2009
SU GROUP 1996 - 2003
Skills
Cold Calling, Cash Management, Credit, Sales Management, Customer Service, Small Business Lending, Commercial Banking, Loans, Lines Of Credit, Banking, Merchant Services, Treasury Management, Credit Card Processing, Insurance, Excel, Fundraising, Word, PowerPoint, Consultative Selling, New Business Development, Cross Selling, Payment Processing, Electronic Payments, Retail Banking, Public Speaking, Preaching, Evangelism, Payment Card Processing, Cash Flow, Microsoft Word, Credit Cards, Relationship Management, Consumer Lending, Selling, Microsoft Excel, Portfolio Management, Credit Analysis, Business Development, Mortgage Lending, Loan Origination, Deposits, Commercial Mortgages, Underwriting, Mortgage Banking, Payments, Financial Services, Credit Risk, Debit Cards, Refinance, Wealth Management
Education
Marquette University 2000 — 2003
Indiana Bible College 1990 — 1992
Theology
Frandsen Bank & Trust March 2014 - Present
Wells Fargo December 2012 - March 2014
Wells Fargo August 2005 - December 2012
Wells Fargo April 2007 - October 2009
SU GROUP 1996 - 2003
Skills
Cold Calling, Cash Management, Credit, Sales Management, Customer Service, Small Business Lending, Commercial Banking, Loans, Lines Of Credit, Banking, Merchant Services, Treasury Management, Credit Card Processing, Insurance, Excel, Fundraising, Word, PowerPoint, Consultative Selling, New Business Development, Cross Selling, Payment Processing, Electronic Payments, Retail Banking, Public Speaking, Preaching, Evangelism, Payment Card Processing, Cash Flow, Microsoft Word, Credit Cards, Relationship Management, Consumer Lending, Selling, Microsoft Excel, Portfolio Management, Credit Analysis, Business Development, Mortgage Lending, Loan Origination, Deposits, Commercial Mortgages, Underwriting, Mortgage Banking, Payments, Financial Services, Credit Risk, Debit Cards, Refinance, Wealth Management
Education
Marquette University 2000 — 2003
Indiana Bible College 1990 — 1992
Theology
Scott Abbattista's Wells Fargo Experience January 1991 - October 1997
Job Transaction Manager at Public Service Electric & Gas
Industry Utilities
Experience
PSEG October 1997 - Present
Wells Fargo January 1991 - October 1997
Education
Marist College 1986 — 1999
Bachelor of Science, Finance, Economics
Pace University - Lubin School of Business 1995 — 1997
MBA, International Business
PSEG October 1997 - Present
Wells Fargo January 1991 - October 1997
Education
Marist College 1986 — 1999
Bachelor of Science, Finance, Economics
Pace University - Lubin School of Business 1995 — 1997
MBA, International Business
Theran Motl's Wells Fargo Experience January 2005 - January 2007
Job Analyst at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management February 2007 - Present
Wells Fargo January 2005 - January 2007
Strong June 2002 - December 2004
Education
Marquette University 1998 — 2002
BA
Wells Capital Management February 2007 - Present
Wells Fargo January 2005 - January 2007
Strong June 2002 - December 2004
Education
Marquette University 1998 — 2002
BA
Chris Schachtlie's Wells Fargo Experience June 1998 - Present
Job Network Engineer at Wells Fargo
Industry Banking
Experience
Wells Fargo June 1998 - Present
Wells Fargo Advantage Funds 1998 - Present
Time Warner Cable February 1985 - 1998
Skills
SDLC, Agile Methodologies, Visio, Process Improvement
Education
Marquette University 1979 — 1984
Bachelors, Liberal Arts, Business, Engineering
Wells Fargo June 1998 - Present
Wells Fargo Advantage Funds 1998 - Present
Time Warner Cable February 1985 - 1998
Skills
SDLC, Agile Methodologies, Visio, Process Improvement
Education
Marquette University 1979 — 1984
Bachelors, Liberal Arts, Business, Engineering
Monica McGuire's Wells Fargo Experience February 2011 - Present
Job Accountant at Wells Fargo at Wells Fargo
Industry Accounting
Experience
Wells Fargo February 2011 - Present
Boston Scientific March 2009 - June 2011
Deloitte August 2005 - February 2009
Deloitte 2005 - 2009
The F. Dohmen Co. 2002 - 2005
DeLaSalle High School 1996 - 2000
Education
Marquette University 2000 — 2005
MSA, Accounting
Wells Fargo February 2011 - Present
Boston Scientific March 2009 - June 2011
Deloitte August 2005 - February 2009
Deloitte 2005 - 2009
The F. Dohmen Co. 2002 - 2005
DeLaSalle High School 1996 - 2000
Education
Marquette University 2000 — 2005
MSA, Accounting
Jim Fordham's Wells Fargo Experience Business Liaison ConsultantWells Fargo BankNovember 2014 - Present
Job Business Liaison Consultant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Business Liaison ConsultantWells Fargo BankNovember 2014 - Present
Wells Fargo Bank June 2006 - November 2014
Wells Fargo May 2004 - June 2006
Suntrust Bank September 1996 - November 2003
Skills
Project Management, Retail Banking, Banking, Risk Management, Process Improvement, Vendor Management, Access, SDLC, Program Management, MS Project, Management, Team Building, Relationship Management, Analysis, Business Analysis, Loans, PMO, Visio, Change Management, Requirements Analysis
Education
UC Berkeley Extension 2007 — 2009
Cert. Project Management, Project Management
Marquette University 1987 — 1991
B.A., Business Administration
Wells Fargo Business Liaison ConsultantWells Fargo BankNovember 2014 - Present
Wells Fargo Bank June 2006 - November 2014
Wells Fargo May 2004 - June 2006
Suntrust Bank September 1996 - November 2003
Skills
Project Management, Retail Banking, Banking, Risk Management, Process Improvement, Vendor Management, Access, SDLC, Program Management, MS Project, Management, Team Building, Relationship Management, Analysis, Business Analysis, Loans, PMO, Visio, Change Management, Requirements Analysis
Education
UC Berkeley Extension 2007 — 2009
Cert. Project Management, Project Management
Marquette University 1987 — 1991
B.A., Business Administration
Robert Bruggink's Wells Fargo Experience December 1997 - June 1998
Job Manager Corporate Accounting at Kohler Co.
Industry Accounting
Experience
Kohler Co. April 2010 - Present
Canac Kitchen a division of Kohler Co April 2007 - April 2010
Kohler Co. November 2001 - April 2007
Kohler Co. June 1998 - November 2001
Wells Fargo December 1997 - June 1998
How Dea Service Center March 1990 - November 1997
ITT Financial Services August 1988 - March 1990
Skills
Accounting, Cost Accounting, Accounts Receivable, Accounts Payable, Analysis, Account Reconciliation, Variance Analysis, Payroll, SAP, Consolidation, Budgets, Corporate Finance, Auditing, GAAP, Finance
Education
Marquette University 1999 — 2000
MBA, Business administration
University of Wisconsin-Milwaukee 1986 — 1988
BBA, Finance and Accounting
Kohler Co. April 2010 - Present
Canac Kitchen a division of Kohler Co April 2007 - April 2010
Kohler Co. November 2001 - April 2007
Kohler Co. June 1998 - November 2001
Wells Fargo December 1997 - June 1998
How Dea Service Center March 1990 - November 1997
ITT Financial Services August 1988 - March 1990
Skills
Accounting, Cost Accounting, Accounts Receivable, Accounts Payable, Analysis, Account Reconciliation, Variance Analysis, Payroll, SAP, Consolidation, Budgets, Corporate Finance, Auditing, GAAP, Finance
Education
Marquette University 1999 — 2000
MBA, Business administration
University of Wisconsin-Milwaukee 1986 — 1988
BBA, Finance and Accounting
Chadwick Keller's Wells Fargo Experience 2003 - 2008
Job Chief of Banking Operations
Industry Financial Services
Experience
Chrysalis Financial LLC 2015 - Present
Balance, Inc. 2014 - Present
U.S. Bank 2013 - 2014
JPMorgan Chase & Co. 2009 - 2013
First Capital Surety & Trust 2008 - 2009
Wells Fargo 2003 - 2008
Skills
Commercial Lending, Banking, Small Business Lending, Finance, Credit Analysis, Commercial Banking, Credit, Loan Origination, Lines Of Credit, Financial Analysis, Sales, Business Relationship..., Cash Management, Financial Services, Commercial Real Estate, Leadership, Asset Based Lending, Commercial Mortgages, Real Estate, Residential Mortgages, Treasury Management, Portfolio Management, Credit Risk, Cash Flow, Investment Properties, Networking, Business Planning, SBA, Small Business, Relationship Management, SBA 504, Merchant Services, Deposits, Real Estate Financing, Construction Loans, Salesforce.com
Education
Marquette University 1999 — 2003
BS Business, Finance, Marketing
Chrysalis Financial LLC 2015 - Present
Balance, Inc. 2014 - Present
U.S. Bank 2013 - 2014
JPMorgan Chase & Co. 2009 - 2013
First Capital Surety & Trust 2008 - 2009
Wells Fargo 2003 - 2008
Skills
Commercial Lending, Banking, Small Business Lending, Finance, Credit Analysis, Commercial Banking, Credit, Loan Origination, Lines Of Credit, Financial Analysis, Sales, Business Relationship..., Cash Management, Financial Services, Commercial Real Estate, Leadership, Asset Based Lending, Commercial Mortgages, Real Estate, Residential Mortgages, Treasury Management, Portfolio Management, Credit Risk, Cash Flow, Investment Properties, Networking, Business Planning, SBA, Small Business, Relationship Management, SBA 504, Merchant Services, Deposits, Real Estate Financing, Construction Loans, Salesforce.com
Education
Marquette University 1999 — 2003
BS Business, Finance, Marketing
Alexandria Luppi's Wells Fargo Experience 2007 - April 2013
Job Senior Financial Analyst VH Valuations
Industry Financial Services
Experience
VH Valuations August 2013 - March 2015
Wells Fargo 2007 - April 2013
Skills
Finance, Financial Analysis, Financial Modeling, Portfolio Management, Credit, CVA, Business Valuation, Microsoft Excel, Credit Analysis, Mergers
Education
Marquette University 2003 — 2007
Bachelors, Economics, Finance
VH Valuations August 2013 - March 2015
Wells Fargo 2007 - April 2013
Skills
Finance, Financial Analysis, Financial Modeling, Portfolio Management, Credit, CVA, Business Valuation, Microsoft Excel, Credit Analysis, Mergers
Education
Marquette University 2003 — 2007
Bachelors, Economics, Finance
Eliseo Sierra's Wells Fargo Experience January 2005 - January 2007
Job School Operations Manager, Edison Learning inc.
Industry Financial Services
Experience
Lincoln Charter School August 2013 - December 2014
EdisonLearning August 2009 - July 2013
M&T Bank January 2007 - August 2009
Wells Fargo January 2005 - January 2007
Skills
Banking, Loans, Retail Banking, Credit, Commercial Banking, Consumer Lending, Mortgage Lending, Small Business Lending, Commercial Lending, Credit Analysis, Branch Management, Credit Risk, Finance, Management, Sales, Coaching, Customer Service, Leadership, Strategic Planning, Organizational..., Team Building, Human Resources, Process Improvement
Education
Marist College 2003 — 2006
Bachelor of Science (BS), Organizational Leadership and Communications
Lincoln Charter School August 2013 - December 2014
EdisonLearning August 2009 - July 2013
M&T Bank January 2007 - August 2009
Wells Fargo January 2005 - January 2007
Skills
Banking, Loans, Retail Banking, Credit, Commercial Banking, Consumer Lending, Mortgage Lending, Small Business Lending, Commercial Lending, Credit Analysis, Branch Management, Credit Risk, Finance, Management, Sales, Coaching, Customer Service, Leadership, Strategic Planning, Organizational..., Team Building, Human Resources, Process Improvement
Education
Marist College 2003 — 2006
Bachelor of Science (BS), Organizational Leadership and Communications
Peter Pulos's Wells Fargo Experience February 2014 - Present
Job Senior Vice President Regional Sales Manager, Government Institutional Banking at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2014 - Present
JP Morgan Chase January 2006 - February 2014
Waukesha County February 1992 - January 2006
Village of Shorewood October 1988 - January 1992
Skills
Treasury Services, Structured Investments
Education
University of Wisconsin-Milwaukee - School of Business Administration 1985 — 1987
Marquette University 1982 — 1985
Wells Fargo February 2014 - Present
JP Morgan Chase January 2006 - February 2014
Waukesha County February 1992 - January 2006
Village of Shorewood October 1988 - January 1992
Skills
Treasury Services, Structured Investments
Education
University of Wisconsin-Milwaukee - School of Business Administration 1985 — 1987
Marquette University 1982 — 1985
Stacy Milliones's Wells Fargo Experience October 1999 - Present
Job Supplier Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 1999 - Present
Bank of America August 1994 - April 1999
TPC, PGA June 1990 - August 1994
Guest Quarters Hotel 1985 - 1990
Skills
Vendor Management, Contract Negotiation, Relationship Management, Strategic Sourcing, Risk Management, Banking, Supply Management, Financial Analysis, Process Improvement, Project Management, Cross-functional Team..., Operations Management, Management, Leadership, Forecasting, Business Process..., Negotiation, Team Building, Change Management, Strategy, Procurement, Outsourcing, Budgets, Team Leadership, Purchasing, Program Management, Analysis, Six Sigma
Education
Mars Hill University 1977 — 1985
University of South Carolina-Columbia 1978 — 1983
Wells Fargo October 1999 - Present
Bank of America August 1994 - April 1999
TPC, PGA June 1990 - August 1994
Guest Quarters Hotel 1985 - 1990
Skills
Vendor Management, Contract Negotiation, Relationship Management, Strategic Sourcing, Risk Management, Banking, Supply Management, Financial Analysis, Process Improvement, Project Management, Cross-functional Team..., Operations Management, Management, Leadership, Forecasting, Business Process..., Negotiation, Team Building, Change Management, Strategy, Procurement, Outsourcing, Budgets, Team Leadership, Purchasing, Program Management, Analysis, Six Sigma
Education
Mars Hill University 1977 — 1985
University of South Carolina-Columbia 1978 — 1983
Ben Bostic's Wells Fargo Experience July 2014 - Present
Job Vice President, Senior Business Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2014 - Present
Wells Fargo July 2012 - Present
SunTrust Bank April 2007 - July 2012
Skills
Banking, Business Relationship..., Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Customer Service, Finance, Financial Analysis, Leadership, Loan Origination, Loans, Relationship Management, Retail Banking, Small Business Lending, Strategic Planning, Underwriting
Education
Wingate University
MBA, Business Administration
Mars Hill College 2000 — 2004
BS, Business Administration
Forest Hills High School
Wells Fargo July 2014 - Present
Wells Fargo July 2012 - Present
SunTrust Bank April 2007 - July 2012
Skills
Banking, Business Relationship..., Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Customer Service, Finance, Financial Analysis, Leadership, Loan Origination, Loans, Relationship Management, Retail Banking, Small Business Lending, Strategic Planning, Underwriting
Education
Wingate University
MBA, Business Administration
Mars Hill College 2000 — 2004
BS, Business Administration
Forest Hills High School
Rick Bondowski's Wells Fargo Experience January 2004 - March 2007
Job SVP and CXO Chief Experience Officer
Industry Banking
Experience
Community First Credit Union October 2015 - Present
Baylake Bank November 2014 - September 2015
Associated Bank March 2007 - November 2014
Wells Fargo January 2004 - March 2007
Skills
Budgets, Credit, Retail Banking, Leadership, Sales, Banking, Loans, Strategy, Consumer Lending, Mortgage Lending, Commercial Banking, Cross Selling, Strategic Planning, Commercial Lending, Loan Origination, Credit Analysis, Lines Of Credit, Relationship Management, Mortgage Banking, Refinance, Deposits, Small Business Lending, Branch Management
Education
Marquette University 1986 — 1990
Bachelor of Science (BS), Marketing and Finance
Graduate School of Banking University of Wisconsin 2013 — 2015
Executive Leadership
Community First Credit Union October 2015 - Present
Baylake Bank November 2014 - September 2015
Associated Bank March 2007 - November 2014
Wells Fargo January 2004 - March 2007
Skills
Budgets, Credit, Retail Banking, Leadership, Sales, Banking, Loans, Strategy, Consumer Lending, Mortgage Lending, Commercial Banking, Cross Selling, Strategic Planning, Commercial Lending, Loan Origination, Credit Analysis, Lines Of Credit, Relationship Management, Mortgage Banking, Refinance, Deposits, Small Business Lending, Branch Management
Education
Marquette University 1986 — 1990
Bachelor of Science (BS), Marketing and Finance
Graduate School of Banking University of Wisconsin 2013 — 2015
Executive Leadership
Craig Koshkarian's Wells Fargo Experience November 1997 - Present
Job Director at Wells Fargo
Industry Banking
Experience
Wells Fargo November 1997 - Present
American National Bank & Trust Company February 1995 - November 1997
Deutsche Credit Corporation July 1992 - February 1995
Skills
Loans, Credit, Portfolio Management, Credit Analysis, Underwriting, Finance, Real Estate, Mortgage Lending, Structured Finance, Commercial Real Estate, Commercial Mortgages, New Business Development, Management, Commercial Lending, Strategy, Financial Analysis
Education
Northwestern University - Kellogg School of Management 2002 — 2004
MBA, Finance & Strategy
Marquette University 1988 — 1992
BS, Business Admin/Finance
Wells Fargo November 1997 - Present
American National Bank & Trust Company February 1995 - November 1997
Deutsche Credit Corporation July 1992 - February 1995
Skills
Loans, Credit, Portfolio Management, Credit Analysis, Underwriting, Finance, Real Estate, Mortgage Lending, Structured Finance, Commercial Real Estate, Commercial Mortgages, New Business Development, Management, Commercial Lending, Strategy, Financial Analysis
Education
Northwestern University - Kellogg School of Management 2002 — 2004
MBA, Finance & Strategy
Marquette University 1988 — 1992
BS, Business Admin/Finance
Brian Vosicky's Wells Fargo Experience January 2010 - September 2010
Job Technology Manager at Detroit Trading Company
Industry Information Technology and Services
Experience
Detroit Trading Company April 2011 - Present
Whitewater Analytics LLC July 2009 - January 2013
M&I Bank September 2010 - April 2011
Corporate Technology Solutions, Inc. January 2008 - April 2011
Wells Fargo January 2010 - September 2010
Wells Fargo January 2008 - July 2009
the employer and Marquette University May 2005 - September 2007
Skills
Microsoft SQL Server, SSIS, MVC, T-SQL, C#, Microsoft Excel, PowerPivot, SSRS, Amazon S3, Amazon EC2, HPOO, jQuery, HTML, CSS, JavaScript, Automation
Education
Marquette University 2003 — 2008
Bachelor of Science, Computer Engineering
Detroit Trading Company April 2011 - Present
Whitewater Analytics LLC July 2009 - January 2013
M&I Bank September 2010 - April 2011
Corporate Technology Solutions, Inc. January 2008 - April 2011
Wells Fargo January 2010 - September 2010
Wells Fargo January 2008 - July 2009
the employer and Marquette University May 2005 - September 2007
Skills
Microsoft SQL Server, SSIS, MVC, T-SQL, C#, Microsoft Excel, PowerPivot, SSRS, Amazon S3, Amazon EC2, HPOO, jQuery, HTML, CSS, JavaScript, Automation
Education
Marquette University 2003 — 2008
Bachelor of Science, Computer Engineering
Todd Boettcher's Wells Fargo Experience January 2002 - Present
Job Compliance Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2002 - Present
Wells Fargo February 2000 - December 2001
Bank One March 1999 - February 2000
Skills
Securities
Education
University of Wisconsin Law School 1993 — 1996
JD, Law
Marquette University 1989 — 1993
BA, Political Science
Wells Fargo January 2002 - Present
Wells Fargo February 2000 - December 2001
Bank One March 1999 - February 2000
Skills
Securities
Education
University of Wisconsin Law School 1993 — 1996
JD, Law
Marquette University 1989 — 1993
BA, Political Science
Kendra Aliano-Tucciarone's Wells Fargo Experience August 2014 - Present
Job Renovation Branch Manager/AVP
Industry Banking
Experience
Wells Fargo August 2014 - Present
JP Morgan Chase March 2010 - August 2014
Lehman Brothers-BNC Mortgage April 2006 - September 2007
BNC Mortgage April 2005 - August 2007
Aegis Mortgage Corporation September 2003 - March 2006
NIKE, INC November 1998 - September 2003
Emigrant Bank December 2002 - August 2003
Skills
Mortgage Lending, Loan Origination, Banking, Mortgage Banking, Management, Underwriting, FHA, Sales, Loans, Investments, Residential Mortgages, Credit Analysis, Strategy, Credit, Commercial Mortgages, Marketing, Marketing Strategy, Process Improvement, Refinance, Lead Generation, Customer Service, Business Planning, Sales Management, FHA Financing
Education
Marist College 1994 — 1998
BS, Fashion Merchandising
Marist College 1994 — 1998
Bachelor of Science
PARIS FASHION INSTITUTE 1995 — 1996
Wells Fargo August 2014 - Present
JP Morgan Chase March 2010 - August 2014
Lehman Brothers-BNC Mortgage April 2006 - September 2007
BNC Mortgage April 2005 - August 2007
Aegis Mortgage Corporation September 2003 - March 2006
NIKE, INC November 1998 - September 2003
Emigrant Bank December 2002 - August 2003
Skills
Mortgage Lending, Loan Origination, Banking, Mortgage Banking, Management, Underwriting, FHA, Sales, Loans, Investments, Residential Mortgages, Credit Analysis, Strategy, Credit, Commercial Mortgages, Marketing, Marketing Strategy, Process Improvement, Refinance, Lead Generation, Customer Service, Business Planning, Sales Management, FHA Financing
Education
Marist College 1994 — 1998
BS, Fashion Merchandising
Marist College 1994 — 1998
Bachelor of Science
PARIS FASHION INSTITUTE 1995 — 1996
Clifton Moschnik's Wells Fargo Experience January 1996 - Present
Job Senior Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 1996 - Present
BMO Harris Bank October 1992 - December 1995
Skills
Credit Analysis, Commercial Lending, Banking, Credit, Financial Analysis, Loans, Portfolio Management, Commercial Banking, Asset Based Lending, Small Business Lending, Treasury Management, Series 7, Mortgage Lending
Education
Marquette University 1975 — 1997
Master of Business Administration (MBA), Finance, General
University of Wisconsin-Eau Claire 1987 — 1991
Bachelor of Science (BS), Accounting
Wells Fargo January 1996 - Present
BMO Harris Bank October 1992 - December 1995
Skills
Credit Analysis, Commercial Lending, Banking, Credit, Financial Analysis, Loans, Portfolio Management, Commercial Banking, Asset Based Lending, Small Business Lending, Treasury Management, Series 7, Mortgage Lending
Education
Marquette University 1975 — 1997
Master of Business Administration (MBA), Finance, General
University of Wisconsin-Eau Claire 1987 — 1991
Bachelor of Science (BS), Accounting
Sivaraman Sampath's Wells Fargo Experience July 2013 - April 2014
Job Software Developer
Industry Computer Software
Experience
Verizon Wireless April 2014 - Present
Wells Fargo July 2013 - April 2014
Verizon Wireless January 2012 - July 2013
Skills
SQL, JavaScript, Java, C++, HTML, XML, C#, C, MySQL, Microsoft SQL Server, Software Development, PHP, CSS, Programming, Unix, Requirements Analysis, Eclipse, Business Analysis, jQuery, Microsoft Excel, Project Management
Education
Marist College 2009 — 2010
Master of Science (MS), Computer Science
University of Mumbai 2003 — 2007
Bachelors of Enginnering, Computer Engineering
Verizon Wireless April 2014 - Present
Wells Fargo July 2013 - April 2014
Verizon Wireless January 2012 - July 2013
Skills
SQL, JavaScript, Java, C++, HTML, XML, C#, C, MySQL, Microsoft SQL Server, Software Development, PHP, CSS, Programming, Unix, Requirements Analysis, Eclipse, Business Analysis, jQuery, Microsoft Excel, Project Management
Education
Marist College 2009 — 2010
Master of Science (MS), Computer Science
University of Mumbai 2003 — 2007
Bachelors of Enginnering, Computer Engineering
Jeff Ge's Wells Fargo Experience March 2011 - Present
Job Contractor at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2011 - Present
Walgreens Healthcare Initiatives March 2004 - March 2011
Lucent Technologies March 2001 - November 2003
DBS Communications July 1999 - October 2000
Education
Marquette University 1998 — 1999
Master's degree, Mathematics and Computer Science
Wells Fargo March 2011 - Present
Walgreens Healthcare Initiatives March 2004 - March 2011
Lucent Technologies March 2001 - November 2003
DBS Communications July 1999 - October 2000
Education
Marquette University 1998 — 1999
Master's degree, Mathematics and Computer Science
Heidi Goodwin's Wells Fargo Experience May 1995 - Present
Job VP at Wells Fargo
Industry Banking
Experience
Wells Fargo May 1995 - Present
Education
University of South Carolina-Columbia 1980 — 1983
Bachelor of Arts (BA), English/Business
Marquette University 1978 — 1980
General Studies
Wells Fargo May 1995 - Present
Education
University of South Carolina-Columbia 1980 — 1983
Bachelor of Arts (BA), English/Business
Marquette University 1978 — 1980
General Studies
Bonita Johnson's Wells Fargo Experience October 2002 - Present
Job Trust Officer at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2002 - Present
Education
Marquette University Law School 1989 — 1992
JD
University of Minnesota-Duluth 1985 — 1989
BA, Political Science
Metropolitan State University
Began working toward MBA
Wells Fargo October 2002 - Present
Education
Marquette University Law School 1989 — 1992
JD
University of Minnesota-Duluth 1985 — 1989
BA, Political Science
Metropolitan State University
Began working toward MBA
Ashley Poulter's Wells Fargo Experience 2011 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo 2011 - Present
CARA January 2010 - May 2010
Education
Mars Hill College 2006 — 2010
Bachelor of Arts, English
Wells Fargo 2011 - Present
CARA January 2010 - May 2010
Education
Mars Hill College 2006 — 2010
Bachelor of Arts, English
Shawn Oldenhoff's Wells Fargo Experience September 1997 - February 1999
Job Business Director KOHLER Showering & Bathing at Kohler Co.
Industry Consumer Goods
Experience
Kohler Co. April 2010 - Present
Wells Fargo September 1997 - February 1999
Skills
Global Marketing, Product Launches, Pricing Strategy, Marketing Management, Competitive Analysis, Product Launch, Sales Management, Consumer Products, Marketing Strategy, Cross-functional Team..., P&L Management, Pricing, Brand Management, Market Analysis, Product Marketing, Marketing, Customer Insight, Forecasting, Product Innovation
Education
Marquette University 2004 — 2005
MBA, International Business
University of Wisconsin-La Crosse 1994 — 1998
BS, Finance
Kohler Co. April 2010 - Present
Wells Fargo September 1997 - February 1999
Skills
Global Marketing, Product Launches, Pricing Strategy, Marketing Management, Competitive Analysis, Product Launch, Sales Management, Consumer Products, Marketing Strategy, Cross-functional Team..., P&L Management, Pricing, Brand Management, Market Analysis, Product Marketing, Marketing, Customer Insight, Forecasting, Product Innovation
Education
Marquette University 2004 — 2005
MBA, International Business
University of Wisconsin-La Crosse 1994 — 1998
BS, Finance
Ross Nyffeler's Wells Fargo Experience November 2012 - Present
Job AVP, Community Banking Store Manager
Industry Financial Services
Experience
Wells Fargo November 2012 - Present
Wells Fargo September 2012 - November 2012
Wells Fargo December 2011 - September 2012
Skills
Credit, Banking, Mortgage Lending, Consumer Lending, Retail Banking, Sales Management, Customer Service, Loans, Small Business Lending, Cross Selling, Home Equity, Bank Management, Team Leadership, Portfolio Management, Financial Services, Lines Of Credit, Credit Analysis, Loan Origination, Mortgage Banking, Wealth Management, Service Management, Referrals, Sales Hiring, Financial Analysis, Coaching
Education
Marquette University 2006 — 2010
BS, Marketing and Finance
Wells Fargo November 2012 - Present
Wells Fargo September 2012 - November 2012
Wells Fargo December 2011 - September 2012
Skills
Credit, Banking, Mortgage Lending, Consumer Lending, Retail Banking, Sales Management, Customer Service, Loans, Small Business Lending, Cross Selling, Home Equity, Bank Management, Team Leadership, Portfolio Management, Financial Services, Lines Of Credit, Credit Analysis, Loan Origination, Mortgage Banking, Wealth Management, Service Management, Referrals, Sales Hiring, Financial Analysis, Coaching
Education
Marquette University 2006 — 2010
BS, Marketing and Finance
Kristin Winkler's Wells Fargo Experience 2011 - 2012
Job Manger at Elements Therapeutic Massage
Industry Retail
Experience
Elements Therapeutic Massage July 2014 - Present
ABRA Auto Body & Glass January 2013 - May 2013
Wells Fargo 2011 - 2012
U.S. Bank February 2010 - September 2011
University of Illinois at Urbana-Champaign August 2007 - March 2008
Limited Brands May 1996 - July 2006
Skills
Leadership, Recruiting, Hiring Employees, Training, Customer Service, Visual Merchandising, Selling, Business Strategy, Banking, Market Research, Retail
Education
University of Illinois at Urbana-Champaign 2006 — 2008
MBA, General Management/ Marketing
Marquette University 1997 — 2001
Bachelor's degree, Psychology
Elements Therapeutic Massage July 2014 - Present
ABRA Auto Body & Glass January 2013 - May 2013
Wells Fargo 2011 - 2012
U.S. Bank February 2010 - September 2011
University of Illinois at Urbana-Champaign August 2007 - March 2008
Limited Brands May 1996 - July 2006
Skills
Leadership, Recruiting, Hiring Employees, Training, Customer Service, Visual Merchandising, Selling, Business Strategy, Banking, Market Research, Retail
Education
University of Illinois at Urbana-Champaign 2006 — 2008
MBA, General Management/ Marketing
Marquette University 1997 — 2001
Bachelor's degree, Psychology
Bhavin Patel, CPA, CISA's Wells Fargo Experience June 2014 - July 2015
Job Audit, Risk and Compliance Professional
Industry Financial Services
Experience
Discover Financial Services August 2015 - Present
Wells Fargo June 2014 - July 2015
Discover Financial Services January 2013 - June 2014
HSBC April 2012 - January 2013
DeVry Inc. October 2010 - April 2012
Clifton Gunderson LLP March 2010 - September 2010
Discover Financial Services April 2008 - March 2010
FBOP Corporation July 2006 - April 2008
Mutual of Omaha August 2005 - July 2006
Education
Marquette University 2003 — 2005
Bachelor of Science (BS), Accounting
Discover Financial Services August 2015 - Present
Wells Fargo June 2014 - July 2015
Discover Financial Services January 2013 - June 2014
HSBC April 2012 - January 2013
DeVry Inc. October 2010 - April 2012
Clifton Gunderson LLP March 2010 - September 2010
Discover Financial Services April 2008 - March 2010
FBOP Corporation July 2006 - April 2008
Mutual of Omaha August 2005 - July 2006
Education
Marquette University 2003 — 2005
Bachelor of Science (BS), Accounting
Ricquel Plummer-Als's Wells Fargo Experience September 2001 - November 2008
Job Research Analyst at UnitedHealthcare
Industry Insurance
Experience
UnitedHealthcare December 2008 - Present
Wells Fargo September 2001 - November 2008
Verizon April 1999 - August 2001
Skills
Project Management, Network Administration, Telecommunications, Health Insurance, Retail Banking, Legal Research
Education
Marist College
UnitedHealthcare December 2008 - Present
Wells Fargo September 2001 - November 2008
Verizon April 1999 - August 2001
Skills
Project Management, Network Administration, Telecommunications, Health Insurance, Retail Banking, Legal Research
Education
Marist College
Ryan Chimon's Wells Fargo Experience July 2013 - December 2014
Job Attended Marist College
Industry
Experience
Morgan Stanley January 2015 - Present
Wells Fargo July 2013 - December 2014
Winthrop University July 2012 - December 2012
The Madison Square Garden Company January 2012 - June 2012
Skills
Microsoft Word, Outlook, Microsoft Office, PowerPoint, Microsoft Excel
Education
Marist College 2008 — 2012
Morgan Stanley January 2015 - Present
Wells Fargo July 2013 - December 2014
Winthrop University July 2012 - December 2012
The Madison Square Garden Company January 2012 - June 2012
Skills
Microsoft Word, Outlook, Microsoft Office, PowerPoint, Microsoft Excel
Education
Marist College 2008 — 2012
Anna Beshensky Werner's Wells Fargo Experience January 2012 - Present
Job VP & Trade Product Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2012 - Present
Wells Fargo January 2000 - January 2012
Wells Fargo June 1992 - January 2000
Wells Fargo September 1991 - June 1992
First Bank Milwaukee November 1988 - June 1990
First Wisconsin - Milwaukee (now US Bank) June 1980 - November 1988
Education
Thunderbird School of Global Management 1979 — 1980
Masters of Int'l Management, Business/Finance
Marquette University 1975 — 1979
Bachelor of Arts (BA), Spanish Language and Literature
Wells Fargo January 2012 - Present
Wells Fargo January 2000 - January 2012
Wells Fargo June 1992 - January 2000
Wells Fargo September 1991 - June 1992
First Bank Milwaukee November 1988 - June 1990
First Wisconsin - Milwaukee (now US Bank) June 1980 - November 1988
Education
Thunderbird School of Global Management 1979 — 1980
Masters of Int'l Management, Business/Finance
Marquette University 1975 — 1979
Bachelor of Arts (BA), Spanish Language and Literature
Ben Crenshaw's Wells Fargo Experience January 2014 - Present
Job Personal Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2014 - Present
Skills
Banking, Credit Analysis, Loans, Mortgage Lending, Consumer Lending, Credit, Loan Origination
Education
Mars Hill University 2006 — 2010
Bachelor’s Degree, Foreign Languages, Literatures, and Linguistics, A
Wells Fargo January 2014 - Present
Skills
Banking, Credit Analysis, Loans, Mortgage Lending, Consumer Lending, Credit, Loan Origination
Education
Mars Hill University 2006 — 2010
Bachelor’s Degree, Foreign Languages, Literatures, and Linguistics, A
Charles Persinger's Wells Fargo Experience June 2005 - Present
Job PC\LAN Analyst at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo June 2005 - Present
Skills
Microsoft Office, Windows Server, Windows System..., Active Directory, VPN, Mobile Devices, Windows, Servers, Integration, Management, Customer Service, Business Analysis, Vendor Management
Education
Marshall University
Information Technology
Wells Fargo June 2005 - Present
Skills
Microsoft Office, Windows Server, Windows System..., Active Directory, VPN, Mobile Devices, Windows, Servers, Integration, Management, Customer Service, Business Analysis, Vendor Management
Education
Marshall University
Information Technology
Garrett Newell's Wells Fargo Experience 2014 - 2015
Job Portfolio Monitoring Analyst
Industry Banking
Experience
U.S. Bank May 2015 - Present
Wells Fargo 2014 - 2015
Wells Fargo January 2014 - December 2014
Skills
Customer Service, Microsoft Office, Credit Analysis, Banking, Loan Installation, Leadership, Sales, Credit, Risk Management, Investments
Education
University of Wisconsin-Milwaukee 2011 — 2015
Bachelor’s Degree, Economics
Marquette University 2010 — 2011
Mechanical Engineering
East High 2006 — 2010
U.S. Bank May 2015 - Present
Wells Fargo 2014 - 2015
Wells Fargo January 2014 - December 2014
Skills
Customer Service, Microsoft Office, Credit Analysis, Banking, Loan Installation, Leadership, Sales, Credit, Risk Management, Investments
Education
University of Wisconsin-Milwaukee 2011 — 2015
Bachelor’s Degree, Economics
Marquette University 2010 — 2011
Mechanical Engineering
East High 2006 — 2010
Nathan Westphal's Wells Fargo Experience April 2003 - October 2009
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2009 - Present
Wells Fargo April 2003 - October 2009
Strong Funds July 1999 - March 2003
Skills
Retirement, Financial Analysis, Financial Services, Investments, Mutual Funds
Education
Marquette University 2001 — 2005
Master of Business Administration (M.B.A.)
University of Wisconsin-Milwaukee 1997 — 1999
University of Wisconsin-Stevens Point 1992 — 1997
Bachelor's Degree, History
Wells Fargo Advisors, LLC November 2009 - Present
Wells Fargo April 2003 - October 2009
Strong Funds July 1999 - March 2003
Skills
Retirement, Financial Analysis, Financial Services, Investments, Mutual Funds
Education
Marquette University 2001 — 2005
Master of Business Administration (M.B.A.)
University of Wisconsin-Milwaukee 1997 — 1999
University of Wisconsin-Stevens Point 1992 — 1997
Bachelor's Degree, History
Annemarie Cichy's Wells Fargo Experience September 2007 - Present
Job Compliance Officer at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2007 - Present
Schonfeld Securities June 1999 - September 2007
Banque Nationale de Paris February 1998 - June 1999
Financial Industry Regulatory Authority (FINRA) May 1986 - February 1998
Skills
Compliance Management, Banking, Regulatory Compliance, Risk Management, Management, Financial Services, Customer Service, Microsoft Office
Education
Marist College 1982 — 1986
Bachelor’s Degree, Business Administration and Management, General
Wells Fargo September 2007 - Present
Schonfeld Securities June 1999 - September 2007
Banque Nationale de Paris February 1998 - June 1999
Financial Industry Regulatory Authority (FINRA) May 1986 - February 1998
Skills
Compliance Management, Banking, Regulatory Compliance, Risk Management, Management, Financial Services, Customer Service, Microsoft Office
Education
Marist College 1982 — 1986
Bachelor’s Degree, Business Administration and Management, General
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank