Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Salaries. You can even request information on how much does Wells Fargo pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo directly from the past employees.
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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
Wells Fargo September 2001 - Present
Wachovia/Wells Fargo 2001 - 2014
Skills
Banking, Mortgage Banking, Finance, Mergers & Acquisitions, Strategic Planning, Small Business, Sales, Management, Risk Management, Credit, Customer Service
Education
Newberry College 1986 — 1989
Bachelor of Science (BS), Business with Emphasis on Marketing and Law
Team Estates Realty January 2013 - Present
TheMLSonline.com May 2009 - December 2012
Best Assets April 2006 - October 2009
Wells Fargo February 2000 - May 2006
Skills
First Time Home Buyers, Buyer Representation, Short Sales, Sellers, Real Estate, Single Family Homes, Investment Properties, Business Strategy, Relocation, Commercial Real Estate, HUD Foreclosures, Credit Analysis, Move Up Buyers, Seller Representation, Rehabbing, Residential Land..., Customer Satisfaction, 100% Financing, Rental Management, Rental Real Estate, Listings, New Home Sales, Condos, Referrals, Buyers, Selling, Real Property, Sales
Education
Normandale Community College 2009 — 2010
Associate of Arts (A.A.), Health Services Administration
University of Phoenix 2005 — 2008
Health Administration, Health Services Administration
CBP - Customs & Border Protection February 2010 - Present
QinetiQ April 2008 - January 2010
Wells Fargo 1999 - 2005
Skills
Program Management, Strategic Planning, Risk Management, Process Improvement, Budgets, Government, Project Management, Policy, Leadership, Security Clearance, Team Building, Management, Analysis, Business Process..., Change Management, Vendor Management
Education
Norfolk State University 1986 — 1991
Bachelor of Science, Finance - Business Management
Northpoint Mortgage November 2014 - Present
Matlock Endoscopic Brasil February 2013 - December 2014
Wells Fargo October 2011 - February 2013
Merrimack Mortgage Company, Inc. February 2009 - October 2011
Skills
Mortgage Lending, Mortgage Banking, Loans, FHA, Refinance, Residential Mortgages, Credit, Sales, Customer Service, Sales Management, Banking, Account Management, Marketing, New Business Development, Team Building, Risk Management, Loan Origination, Financial Services, Lead Generation, Sales Operations, Direct Sales, Referrals, Investment Properties, First Time Home Buyers, USDA, Finance, Strategic Planning, Investments, Management
Education
New Hampshire Technical Institute 2002 — 2003
Associate of Science (A.S.), Tourism and Travel Services Marketing Operations
Wells Fargo March 2014 - Present
DCM Services November 2010 - July 2013
Normandale Community College January 2007 - May 2011
Viking Magazine March 2010 - October 2010
Dairy Queen April 2004 - March 2010
Skills
Skip Tracing, Collections, Management, Customer Service, Leadership, Call Centers, Microsoft Excel, Customer Satisfaction, Event Planning, Credit, Problem Solving, Sales, Microsoft Office, Microsoft Word, Team Building
Education
Normandale Community College 2006 — 2009
Philosophy
Atlantic Bay Mortgage Group May 2015 - Present
Wells Fargo October 2014 - April 2015
Showcase Realty January 2014 - September 2014
Realty Consultants July 2013 - January 2014
Keller Williams Real Estate August 2009 - July 2013
Big Boy Entertainment June 2007 - August 2009
Skills
Administrative..., Personal Branding, Marketing Strategy, Social Media Marketing, Real Estate Transactions, Real Estate, Short Sales, First Time Home Buyers, Investment Properties, REO, Office Administration, Personal Training, Listing Homes, Relocation, Listings, Residential Homes, Marketing, Referrals, Leadership, Foreclosures, Selling, Single Family Homes, Administrative...
Education
Alpha College of Real Estate 2013 — 2013
Real Estate License, Real Estate
University of Phoenix 2011 — 2012
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Norfolk State University 2004 — 2007
U.S. Small Business Administration January 2009 - Present
U.S. Small Business Administration October 2014 - August 2015
American Marketing Association July 2010 - July 2011
AMA Reno-Tahoe Chapter 2006 - 2009
Miller Heiman 2005 - 2007
Marketing24/7 2004 - 2006
Covance Cardiac Safety Services 2002 - 2004
Saint Mary's Regional Medical Center 1999 - 2001
Sierra Rehabilitation Services 1994 - 1999
Wells Fargo 1990 - 1995
Skills
Marketing Strategy, Positioning, Marketing Communications, Market Research, Integrated Marketing, SEO, Advertising, Public Speaking, Business Strategy, CRM, Strategic Communications, Public Relations, Strategy, Management, Marketing, Nonprofits, Strategic Planning, Leadership, Social Media Marketing, New Business Development, Fundraising, Newsletters, Product Management, Sales, Recruiting, Sales Management, Email Marketing, Online Marketing, Social Networking, Small Business, Media Relations, Entrepreneurship, Negotiation, Event Management, Strategic Partnerships, Online Advertising, Social Media, Corporate Communications, Event Planning, Crisis Communications, Copywriting, Lead Generation, Direct Marketing, Brand Development, Marketing Management, Web Design
Education
New York University
MA
Wells Fargo January 2015 - September 2015
Teach For America October 2013 - January 2015
MIT November 2011 - October 2013
Harvard University August 2011 - October 2011
Johns Hopkins University, Center for Talented Youth June 2011 - August 2011
Ogilvy & Mather January 2011 - May 2011
John Wiley and Sons August 2010 - November 2010
Asia Society February 2010 - May 2010
New York University August 2008 - May 2010
Skills
Strategic Communications, Customer Experience, Business Writing, Copy Editing, Email Marketing, Marketing Strategy, Digital Marketing, Non-profit Marketing, Marketing Automation, Content Strategy, Salesforce.com, Pardot, Basic HTML, Training & Development, Event Planning
Education
New York University 2006 — 2010
BA, English and American Literature
Livingston High School 2002 — 2006
Harvard University Extension School 2012 — 2012
Wells Fargo December 2014 - Present
Campbell and Company February 2006 - November 2014
Deutsche Bank September 2002 - December 2005
Dominion Capital Management, Inc. January 1994 - September 2002
Skills
Hedge Funds, Managed Futures, Statistical Arbitrage, Business Development, Alternative Investments, Equities, Global Macro, Electronic Trading, Derivatives, Trading, Fixed Income, Fund Of Funds, Asset Management, Trading Systems, Financial Markets, Capital Markets, Portfolio Management
Education
New York University
Venue Sushi July 2015 - Present
Wells Fargo April 2012 - July 2015
Versita April 2013 - November 2014
Mobile Minds Tutoring March 2014 - June 2014
Mexico Cantina y Cocina April 2012 - September 2012
Coffeetown Press January 2012 - April 2012
The Old Spaghetti Factory December 2010 - March 2012
Skills
Copy Editing, Photography, Digital Photography, InDesign, Microsoft Office, Event Planning, Event Management, Teamwork, Customer Service, Facebook, Public Speaking, Proofreading, Publishing, Photoshop, SEO, Writing, HTML, Editing, Social Networking, Social Media, Books, Blogging
Education
University of Redlands 2015 — 2016
Master's degree, Learning and Teaching
NYU 2013 — 2013
Certificate, Publishing
University of Washington 2008 — 2012
Bachelor of Arts, English, 3.53
Wells Fargo February 2012 - Present
Academy Sports + Outdoors September 2011 - November 2011
Newberry College January 2011 - June 2011
Newberry College 2007 - 2011
Asheboro Copperheads June 2010 - August 2010
Tuten's Fried Chicken June 2009 - September 2009
Dean Custom Air May 2006 - August 2006
Skills
Sales, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Time Management, Teamwork, Financial Analysis, Sports Management, Sports, Marketing, Event Management, Sports Marketing, Finance, Public Speaking
Education
Newberry College 2007 — 2011
Bachelor's degree, Sports management
Citadel LLC November 2014 - Present
Dodge & Cox August 2012 - October 2014
Bank of America Merrill Lynch June 2011 - July 2012
Revive Media September 2009 - July 2012
Wells Fargo 2010 - 2010
Skills
Investment Management, Valuation, Due Diligence, Financial Analysis, Equity Valuation, Financial Modeling, Corporate Finance, Asset Management, Portfolio Management, Alternative Investments, Entrepreneurship, Digital Media, International Investment
Education
New York University 2007 — 2011
BS, Finance, Entrepreneurship, Computer Science
CFA Program
Wells Fargo July 2014 - Present
Wells Fargo November 2012 - June 2014
Wells Fargo June 2011 - November 2012
Cbeyond August 2010 - June 2011
8x8, Inc. October 2009 - August 2010
Skills
Banking, Building Relationships, Loans, Financial Services, Management, Relationship Building, Commercial Lending, Leadership, Networking, Portfolio Management, Relationship Management, Small Business Lending, Finance
Education
Norfolk State University 2001 — 2007
B.A, Interdisciplinary Studies
Operation Push Foundation December 2013 - Present
PNC Mortgage March 2013 - December 2013
JPMorgan Chase March 2011 - March 2013
BBVA Compass April 2008 - March 2011
Wells Fargo September 2006 - April 2008
Skills
Sales, Sales Management, Loan Origination, Presentations, Investment Properties, First Time Home Buyers, REO, Mortgage Lending, Residential Mortgages, Youth Mentoring, Mortgage Underwriting, Retail Banking, Retail Sales, Commercial Banking, Small Business Lending, Customer Service, Mortgage Banking, Refinance
Education
Nicholls State University 1998 — 2000
Bachelor of General Studies minor Government 2000, Minor Government
West Hills College Coalinga 1996 — 1998
Associate in Liberal Arts 1998
Wells Fargo August 2015 - Present
Wells Fargo January 2014 - August 2015
Astoria Federal Savings September 2013 - January 2014
Wells Fargo January 2011 - August 2013
Skills
Highly detail oriented, Team Leadership, Highly motivated..., Outstanding..., Banking, Cross Selling, Consumer Lending, Relationship Management, Building Relationships, Coaching, Credit Analysis, Customer Service, Financial Analysis, Leadership, Lines Of Credit, Loan Origination, Loans, Mortgage Lending, Portfolio Management, Sales, Small Business Lending, Time Management
Education
Norfolk State University 2004 — 2009
Wells Fargo January 2014 - Present
CIBC January 2011 - January 2014
Bank of Ireland January 2009 - August 2009
Bank of Ireland September 2007 - January 2009
Bank of Ireland September 2004 - April 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Capital Markets, Due Diligence, Real Estate Economics, Investments, Portfolio Management, Corporate Finance, Investment Banking, Commercial Mortgages, Bloomberg, Private Equity, Structured Finance, Real Estate, Fixed Income, Alternative Investments, Banking, Financial Structuring
Education
New York University 2012 — 2014
Master of Business Administration (MBA)
New York University 2009 — 2010
Master of Science (MS), Real Estate Finance
University College Cork 2000 — 2004
Bachelor of Science (BSc), Finance
Wayne Bank July 2015 - Present
Wells Fargo September 2012 - Present
PNC Financial Services Group April 2010 - August 2012
Wells Fargo August 2005 - April 2010
Skills
Small Business, Commerial Lending, Business Analysis, Commercial Banking, Finance, Commercial Lending, Entrepreneurship, Investments, Loans, Sales, Management, Strategic Planning, New Business Development, Lines Of Credit, Merchant Services, Treasury Management
Education
New York University - College of Dentistry
Normandale Community College June 2015 - Present
Nursefinders May 2013 - January 2015
Nursefinders 2013 - 2014
Wells Fargo Bank August 2010 - February 2012
Wells Fargo July 1999 - August 2010
Skills
Commercial Banking, Loans, Credit Analysis, Commercial Lending, Treasury Services, Portfolio Management, Training, Management, Interviews, Onboarding, Recruiting, Risk Management, Sales, Temporary Placement, Microsoft Excel, Healthcare, Leadership, Healthcare Management, Team Building, Leadership Development, Time Management, Employee Engagement, Talent Acquisition, Microsoft Office, Public Speaking, Program Management
Education
Normandale Community College
Bachelor's Degree, Registered Nursing, Nursing Administration, Nursing Research and Clinical Nursing
University of Phoenix 2009 — 2011
Bachelor of Applied Science (B.A.Sc.), Health/Health Care Administration/Management
3P Learning October 2014 - Present
Cyd LeVin and Associates March 2012 - October 2014
Wells Fargo October 2013 - March 2014
Wells Fargo October 2012 - October 2013
Skills
Driving License, Passport, Customer Service, Close Attention to..., Microsoft Office, Bartending, Beer/Wine Hospitality..., Organizational..., Schedule Writing, Travel Arrangements, Phone Etiquette, SEO, Social Media, Technological..., Singing, Acting, Voice Acting
Education
New York University 2008 — 2012
Bachelor of Music, Musical Theatre Vocal Performance, 3.8
New York University 2008 — 2012
Business Minor, Entertainment, Media and Technology
San Ramon Valley High School 2004 — 2008
High School
Wells Fargo April 2005 - Present
Jewish Family Services June 2009 - October 2010
Saban Free Clinic June 2006 - October 2010
Northern Trust February 2003 - April 2005
Bank One June 2000 - June 2003
Karlin & Fleisher May 1997 - April 2000
Skills
Commercial Banking, Capital Markets, Treasury Management, Investment Banking, Loans, Commercial Lending, Investments, Risk Management, Cash Management, Credit Analysis
Education
Washington University in St. Louis School of Law 1994 — 1997
JD
New York University 1989 — 1992
B.A., History
Wells Fargo June 2010 - Present
Newport News Public Schools April 2007 - May 2010
Music and Arts Center February 2006 - September 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Negotiation, Editing
Education
University of Phoenix 2009 — 2010
Post Graduate work, Education
Norfolk State University 1999 — 2006
Interdisciplinary Studies, Music Teacher Education
Doherty Staffing Solutions September 2014 - February 2015
Wells Fargo October 2012 - February 2013
Real Estate Equities April 2012 - October 2012
Green Tree Loan Servicing June 2011 - January 2012
Madden's Resort on Gull Lake April 2010 - September 2010
Wells Fargo Home Mortgage December 2008 - January 2010
Cardio Renew March 2005 - March 2008
Skills
Mortgage Lending, Outlook, Microsoft Word, Data Entry, Management, Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Analysis, Team Building, Strategic Planning, Event Planning, Marketing, Accounting, Account Management, Mortgage Banking, Budgets, Customer Service, FHA, System Administration, Loan Origination, Property Management, Front Office Support, Receptionist Duties, Long-term Customer..., Sales Order Processing, Loans, Training, Loan Servicing, Process Scheduler, Refinance, Time Management, Marketing Strategy, Project Management, VA Loans, Customer-focused Service, Problem Solving, Interpersonal...
Education
The College of St. Scholastica 2010 — 2016
Bachelor's degree, Business Administration and Management, General, 4 classes left
University of Minnesota-Twin Cities 2007 — 2008
Communications
Normandale Community College 2004 — 2008
AA Degree, Liberal Arts/Communications
Montana Wordsmith 2013 - Present
Oracle RightNow January 2009 - Present
RightNow Technologies Inc January 2005 - December 2008
Kampgrounds of America, Inc. 2003 - 2005
Wells Fargo October 2002 - December 2004
Wells Fargo Services January 2000 - January 2004
Wells Fargo October 2000 - October 2002
Wells Fargo January 2000 - October 2000
Billings Outpost January 1997 - January 1998
Rocky Mountain College September 1997 - December 1997
Skills
Proposal Writing, Online Advertising, Editing, Digital Marketing, Content Management, Technical Writing, Email Marketing, SEO, Social Media, White Papers, Analytics, Social Media Marketing, Marketing, CRM, Marketing Communications, Wordpress, Social Networking, CMS, Journalism
Education
New York University 2011 — 2012
Certificate in Digital Media Marketing, Marketing, digital content
University of Montana 1989 — 1992
M.B.A., business administration
Northwestern University 1969 — 1974
B.S. Journalism, journalism, history, English, sociology
Billings West High School 1967 — 1969
High school diploma, Pre-college
Billings West High School 1967 — 1969
Custer County High School 1965 — 1967
Northwestern Mutual December 2012 - Present
Wells Fargo 2004 - 2012
Skills
Risk Management, Strategic Financial..., Retirement Planning, Long Term Care Insurance, Disability Insurance, Wealth Management, Process Improvement
Education
VCU 2001 — 2004
Chemical Engineering
Polytechnic University 1996 — 1999
Chemical Engineering
Capital One June 2010 - Present
Whitney Bank June 2005 - June 2010
Wells Fargo January 2002 - June 2005
Skills
Loans, Strategic Planning, Banking, Credit, Process Improvement, Small Business Lending, Relationship Management, Sales, Financial Analysis, Lines Of Credit, Management, Commercial Lending, Consumer Lending, Commercial Banking, Financial Services, Customer Service
Education
Nicholls State University 1997 — 2001
Bachelor of Science, Marketing
Wells Fargo 2004 - Present
Wachovia 2000 - 2004
Evergreen Investments 2000 - 2004
Skills
Leadership, Talent Management, Market Research, Series 7, Sales, Business Strategy, New Business Development, Operating Budgets, Marketing, Management, Sales Management, Business Development, Strategy, Marketing Strategy, Retirement, Relationship Management, Financial Services, Investments, Finance, Wealth Management, Banking, Risk Management, Retirement Planning, Mutual Funds
Education
Niagara University 1982 — 1986
Liberal Arts
Wells Fargo June 2013 - Present
Hertz September 2012 - June 2013
Ricoh Americas Corporation September 2011 - October 2012
Charlottesville High School May 2009 - August 2009
YMCA May 2002 - August 2007
Sports Authority December 2006 - December 2006
Skills
Consultative Selling, Document print Services, Management, Marketing, Customer Service, Salesforce.com, Strategic Planning, Microsoft Word, Sales, Account Management, Proposal Writing
Education
Norfolk State University
Bachelor of Science (BS), Marketing
TD Bank March 2015 - Present
Wells Fargo 2007 - 2008
Custom Capital Corp. 2002 - 2007
Astoria Graphics 2001 - 2002
R.R. Donnelley & Sons 1996 - 2001
The Mount Sinai Hospital 1994 - 1996
Skills
Outlook, Microsoft Word, English, Photoshop, Windows, Research, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, HTML, Budgets, Illustrator, Finance, Sales, Customer Satisfaction, Mortgage Banking, Home Equity Loans, Residential Mortgages, Strategic Planning, Loan Origination, Banking, Investment Properties, Loans, Investments, Management
Education
New York University 1990 — 1994
Bachelor's degree, Print Communications Management and Technology
New York University 1990 — 1994
Print Communication Management and Technology, Speech and Graphic Communications
Fiserv 2011 - Present
Wells Fargo 2007 - 2011
Accenture 2005 - 2007
BankAtlantic 2000 - 2005
Bank of America 1998 - 2000
Chase January 1998 - December 1998
Fiserv 1996 - 1998
TMP Worldwide 1994 - 1996
Skills
Commercial Banking, Treasury Management, Cash Management, Product Management, Solution Architecture, Business Strategy, Banking, Business Analysis, Program Management, Business Process, ACH, Analysis, Business Development, Strategy, SDLC, Portfolio Management, Outsourcing, Management, CRM, Financial Services
Education
Norfolk State University 1988 — 1993
Bachelor of Science
Wells Fargo March 2015 - Present
Community Outreach Group August 2014 - November 2014
Hilltop / Buzzards Bay Strategies June 2014 - August 2014
Adams For Montana January 2014 - June 2014
Civic Forum Institute October 2012 - February 2013
Israel Palestine Center for Research and Information July 2012 - October 2012
Skills
International Relations, Policy Analysis, Research, International..., Political Science, Government, Politics, Foreign Policy, Public Policy, Political Campaigns, NGOs, Strategic Communications, Community Development, Economic Development, Human Rights, Civil Society, Public Speaking, Management, Social Media
Education
New York University 2008 — 2010
Masters Degree, International Politics
Penn State University
Bachelor of Arts (B.A.)
Regency Mortgage Corporation March 2012 - Present
Wells Fargo July 2009 - March 2012
Mortgage Master, Inc. July 2008 - July 2009
CTX Mortgage April 1997 - July 2008
Fleet Bank April 1996 - April 1997
Skills
Microsoft Office, Mortgage Lending, Mortgage Banking, Loans, VA loans, Construction Loans, FHA financing, Refinance, Customer Service, Residential Mortgages, Microsoft Word, Microsoft Excel, PowerPoint, FHA, USDA, FHA Financing, Foreclosures, VA Loans
Education
Manatee Community College
New Hampshire Technical Institute
Chase September 2010 - Present
Wells Fargo May 2009 - September 2010
Skills
Mortgage Lending, Mortgage Banking, Residential Mortgages, First Time Home Buyers
Education
Nicholls State University 2005 — 2009
Bachelor of Business Administration (BBA), Financial Services Marketing
South Terrebonne High School 2002 — 2005
Wells Fargo February 2015 - Present
TEKsystems July 2014 - February 2015
Mitsubishi Nuclear Energy Systems March 2011 - December 2013
Mitsubishi Nuclear Energy Systems November 2008 - March 2011
Norfolk State University September 2002 - May 2008
Diversified Ambulance Billing 2007 - 2008
Northrop Grumman Corporation 2007 - 2007
Skills
Software Documentation, Analysis, Quality Assurance, Management, Training, Documentum, Databases, Document Management, Technical Writing, Database Administration, Nuclear, Process Scheduler, Project Planning, Microsoft Office, Visual Basic, Troubleshooting, Records Management, SharePoint, Visio
Education
Norfolk State University 2002 — 2008
Bachelor of Science, Computer Information Technology
The Art Institute of Charlotte
Associate of Arts and Sciences (A.A.S.), Fashion/Apparel Design
Wells Fargo July 2012 - May 2014
Council on Education in Management July 2005 - August 2010
COUNCIL EDUCATION IN MANAGEMENT September 2000 - June 2005
Hampton Inn and Suites, Phillips Place February 1998 - July 2000
Hanover Group January 1995 - February 1998
NIAGARA COUNTY CRISIS HOTLINE January 1990 - January 1994
Skills
Employee Relations, Scheduling, Payroll, Event Planning, Direct Marketing, Budgeting, Product Development, Process Scheduler
Education
UNC Charlotte 1994 — 1995
Niagara University 1989 — 1993
Degree: Bachelor of Science, Social Work
Microsoft 2014 - Present
SAP 2012 - 2014
American Express 2010 - 2012
Travelex 2009 - 2010
Wells Fargo 2002 - 2008
Societe Generale 1996 - 2001
The Royal Bank of Scotland 1992 - 1996
Skills
Financial Services, Enterprise Software, Sales, Account Management, Business Development, Relationship Management, Sales Management, Strategic Partnerships, Banking, Trading, Payments, Foreign Exchange, Management, Cloud Computing, CRM, Analytics, Selling, Morningstar, Analysis, Strategy, Professional Services, Sales Process, Start-ups, Lead Generation, Direct Sales, Go-to-market Strategy, Product Management, Business Intelligence, Executive Management
Education
New York University
Economics
University of Cincinnati
BA, Business-Psychology
Carlson Capital, L.P. May 2015 - Present
Wells Fargo March 2010 - May 2015
Oppenheimer & Co. March 2004 - January 2010
Ivy Asset Management August 2002 - March 2004
Skills
Mining, Business Strategy, Financial Modeling, Financial Analysis, Due Diligence, Investments, Equity Research, Equities, Valuation, Private Equity, Hedge Funds, Strategy, Capital Markets, Investor Relations, Portfolio Management, Renewable Energy, Equity Valuation, Corporate Development, Business Development, Investment Banking
Education
New York University 1998 — 2002
Northern Highlands 1994 — 1998
Northern Highlands Regional High School 1994 — 1998
Wells Fargo November 2010 - Present
Wells Fargo February 2009 - Present
Carolina Weekly Newsgroup April 2007 - Present
L2TC Photography February 2007 - Present
Wachovia April 1998 - February 2009
Taylor Rental / Party Plus June 1992 - July 1994
Skills
Technical Support, Computer Hardware, Wireless Networking, Wireless Routers, Computer Network..., Active Directory..., TCP/IP, VDI, Virtual PC, Windows 7, Windows XP Pro, Internet Troubleshooting, Customer Service, Solid computer skills, Mainframe, Data Entry, Disaster Recovery, Technical Training, Hardware, Training, Customer Support, VPN, Desktop Computers, Troubleshooting, Customer Engagement, Desktop Deployment, Customer Satisfaction, Network Administration, Software Installation, Training Delivery, Data Migration, Executive Support, Project Management, Hardware Deployments, Project Planning, Windows 8, Laptops, Remote Desktop, Office 2010, Cisco VPN, Testing, Remote Troubleshooting, Remote User Support, SharePoint, Checkpoint Security, Microsoft Office, Networking
Education
Norfolk State University 1988 — 1994
Bachelors of Science, Computer Technology
Hillside High School, Durham NC
Wells Fargo July 2015 - Present
Curse, Inc. January 2014 - Present
Touchstorm March 2014 - March 2015
Best Buy October 2013 - January 2014
Machinima.com January 2012 - January 2014
Dollar General August 2008 - November 2008
Duro Bag Manufacturing Company June 2008 - July 2008
Ukrop's Super Markets, Inc. September 2006 - May 2007
Food Lion May 2006 - August 2006
Regal Entertainment Group November 2005 - April 2006
Skills
Video, YouTube, Social Media Marketing, Entertainment, Social Media, New Media, Digital Media, Video Editing, Comedy, Social Networking, Content Strategy, Film Production, Web Video, Video Production, Facebook, Film, Photography, Digital Strategy, Blogging, Online Advertising, Digital Video, Creative Writing, SEO, Acting, Voice Acting, Camera Operating, Post Production, Music Production, Film Editing, Music Videos, Video Games, Web Content, Mobile Advertising, Google Adwords, Affiliate Marketing, Search Engine Ranking, Management, Strategic Content...
Education
Norfolk State University 2009 — 2013
Bachelor of Arts (B.A.), Sociology
Meadowbrook High School 2003 — 2007
High School, Graphic Design, 3.2 GPA
The College of William and Mary July 2014 - Present
Professionals for NonProfits November 2013 - July 2014
Nonprofit Organization Management Consultant July 2013 - July 2014
HSBC September 2012 - July 2013
Wells Fargo October 2009 - October 2011
JPMorgan Chase February 2007 - October 2009
Citibank February 2005 - February 2007
JPMorgan Chase May 1994 - February 2005
Skills
Leadership, Business Development, Management, Fundraising, Sales Management, Nonprofits, Relationship Management, Social Media, Public Speaking, CRM, Project Management, Philanthropy, Risk Management, Mentoring, Business Process..., Accounts Receivable, Commercial Banking, Financial Services, Credit, Loans, Credit Analysis, Finance, Cash-flow Management, Strategic Consulting, Networking, International Trade, Small Business Lending, Mortgage Lending, Financial Analysis, Commercial Lending, Diversity & Inclusion, Volunteer Management, P&L Management, Alumni Relations, Board Development, Event Planning
Education
William & Mary 1990 — 1994
B.S., Anthropology, Biology
New York University 2013 — 2013
Certificate In Fundraising
Tower Research Capital August 2015 - Present
Strike Technologies, LLC August 2011 - June 2015
Wells Fargo February 2011 - August 2011
Societe Generale May 2007 - February 2011
Societe Generale 2007 - 2009
Bloomberg November 2006 - May 2007
SIAC July 2001 - October 2006
NYSE Euronext 2001 - 2006
NYSE 2001 - 2006
SIAC 2001 - 2006
Skills
Multithreading, Linux, C, C++, Python, XML, Algorithms, UML, Trading Systems, Agile Methodologies, High Performance..., Distributed Systems, Electronic Trading, Market Data, Object Oriented Design, Shell Scripting, Software Development, Solaris, Unix, SQL, Software Project..., Equities, Trading, Integration
Education
New York University - Polytechnic School of Engineering 2005 — 2009
MS, Computer Science
Pontifícia Universidade Católica do Paraná 1996 — 2000
BS, Computer Engineering
Blue Harbour Property Management January 2014 - Present
Self-employed April 2013 - February 2014
Wells Fargo June 2007 - February 2013
JPMorgan Chase September 2004 - May 2007
Skills
Property Management, Investments, Real Estate Transactions, Portfolio Management, Investment Properties, Asset Management, Investors, Condos, First Time Home Buyers, Sellers, Commercial Real Estate, Real Estate, Relocation, Residential Homes, Relationship Management, Financial Risk, Financial Planning, Sales
Education
NYU 2006 — 2010
Master of Business Administration (MBA)
Saint John's University - Peter J. Tobin College of Business 1998 — 2002
Bachelor of Science (B.S.), Accounting and Finance
United Bank March 2014 - Present
Wells Fargo July 2012 - March 2014
Bank of America Home Loans July 2006 - July 2012
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, Refinance, First Time Home Buyers, Residential Mortgages, Construction Loans, Real Estate Financing, Home Equity Loans, Mortgage Underwriting, Super Jumbo, Jumbo Mortgage, FHA, VA loans, USDA, Loans, FHA financing, FHA Financing, Government Loans
Education
New School for Social Research 1971 — 1973
MA, Economics
New York University 1970 — 1973
BA, Political Science, MA Degree NSSR 1973 NYC
aDVANCEd Affluence August 2015 - Present
Wells Fargo May 2014 - Present
USDA June 2013 - August 2013
Ready for the World Learning Academy June 2012 - August 2012
Skills
Financial Accounting, QuickBooks, Financial Reporting, Bookkeeping, Auditing, Tax Preparation, Income Tax, Microsoft Excel, Financial Analysis, Peachtree, Accounts Receivable, Account Reconciliation, Microsoft Word, General Ledger, PowerPoint, Microsoft Office, Budgets, Leadership, Nonprofits
Education
Norfolk State University 2010 — 2014
BS, Accounting
Wells Fargo January 2014 - December 2014
Xsport Fitness October 2012 - January 2014
Karen Radley Acura January 2011 - October 2012
Finish Line July 2006 - January 2011
Skills
Sales, Sports, Event Planning, Social Media, Fitness, Customer Service, Marketing, Basketball, Time Management, Team Leadership, Microsoft Office, Social Media Marketing, Public Speaking, Microsoft Word, PowerPoint, Microsoft Excel, JavaScript
Education
Norfolk State University 2014 — 2017
Bachelor's Degree, Business/Commerce, General, 3.0/4.0
Prince George's Community College 2012 — 2014
Associate's degree
Wells Fargo Home Mortgage July 2015 - Present
CMG Financial September 2014 - Present
Wintrust Mortgage June 2013 - May 2014
Wells Fargo October 2011 - June 2013
Mortgage Services III March 2010 - September 2011
JPMorgan Chase March 2007 - February 2010
PHH Mortgage January 2005 - February 2007
Finance America July 2003 - December 2004
Neiman Marcus September 2002 - July 2003
Major League Collectables January 2001 - August 2002
Skills
Refinance, Mortgage Lending, VA loans, Investment Properties, Loan Origination, Residential Mortgages, FHA financing, USDA, Government Loans, Certified Mortgage..., Construction Loans, Non-Conforming, FHA, Mortgage Marketing, First Time Home Buyers, VA Loans, Finance, Real Estate
Education
Northwestern University 2005 — 2006
Certificate Program in Financial Planning
New York University 1985 — 1986
Certificate Program in Systems Programing
University of Scranton 1977 — 1981
Bachelor's Degree, Economics & Finance
Cline Davis & Mann August 2013 - Present
Standard & Poor's October 2012 - 2013
Wells Fargo Bank August 2010 - May 2012
Forrest Group Solutions-Outsourcing May 2012 - 2012
Wells Fargo May 2004 - August 2010
Wells Fargo March 2003 - May 2004
Skills
Employee Relations, Recruiting, Performance Management, Talent Management, Onboarding, Management, Deferred Compensation, Employee Training, Human Resources, Labor Relations
Education
San Diego State University-California State University 2002 — 2007
Bachelor of Applied Science (BASc), Business Administration and Management, General
New York University
Human Resources Management/Personnel Administration, General
Wells Fargo March 2015 - Present
Ally Financial Inc. March 2014 - Present
Duke Energy Corporation September 2013 - Present
BB&T July 2012 - September 2013
Ally Financial Inc. through VACO October 2009 - July 2012
CA Inc. May 2007 - October 2009
TIAA-CREF 2005 - 2007
First Union National Bank 2000 - 2002
Education
Norfolk State University 1985 — 1990
BS, Accounting
Marshall-Walker High School
Marshall-Walker High School
Marshall-Walker High School
Marshall-Walker High School
Kaiser Permanente July 2015 - Present
Razorfish April 2015 - July 2015
Wells Fargo August 2014 - April 2015
Google September 2013 - March 2014
Bank of America February 2013 - August 2013
Wells Fargo May 2012 - February 2013
karmatomic creative, inc. November 2004 - April 2012
Freelance February 2003 - January 2007
Columbia University in the City of New York February 2001 - January 2003
Skills
User Experience, Content Strategy, Information Architecture, Creative Direction, SEO, Copywriting, User Experience Design, User Interface, Social Media, Wireframes, Analytics, Integrated Marketing, Microsoft Office, Content Management, Final Cut Pro, HTML, WordPress, Communication Strategy, Dreamweaver, Visio, OmniGraffle, Product Management, CSS, Google Analytics, Illustrator, Photoshop, Internal Communications, Knowledge Management, Microsoft Project, Microsoft Visio, JavaScript, Intranet Strategy, SharePoint, Educational Technology, Digital Asset Management, Digital Archive, Change Management, InDesign, Fireworks, XML, XHTML, Axure, SDL Tridion, New Product..., Onboarding, Responsive Content..., Employer Branding, User-Centered Design..., Branding & Identity, Human-centered Design
Education
New York University 2008 — 2009
Film & Television Production
New York University
Certificate, Multimedia Technologies
University of California, Los Angeles
MFA, Dramatic Writing
University at Buffalo
BA, Psychology
Bronx High School of Science
Wells Fargo September 2014 - Present
Wells Fargo September 2013 - August 2014
Wells Fargo September 2010 - September 2013
Wells Fargo Financial January 2004 - September 2010
Wells Fargo January 2004 - January 2005
Wells Fargo November 1998 - December 2003
Skills
Team Building &..., Impact Sales..., Regulatory Compliance, Business Development, Operations Management, Creative Team Leadership, Mortgage/Real Estate..., Consultative Sales..., Portfolio Management &..., Customer Retention, Credit, Retail, Recruiting, Training, Sales, Creative Direction, Process Improvement, Sales Process, Management
Education
Nichols College 1995 — 1999
BS, Management, Finance
ESPN June 2015 - Present
Sideline Sports Report August 2014 - Present
FanSided August 2014 - Present
Mechanicsville Local September 2013 - Present
Wells Fargo January 2013 - August 2014
RantSports October 2012 - June 2013
Wells Fargo January 2012 - January 2013
Absolute Security of America July 2011 - January 2012
Costco Wholesale November 2009 - January 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Sports, Customer Service, Event Planning, Photoshop, Public Speaking, Sports Management, Event Management, Sports Marketing, Facebook, Research, Accounting, Sales, Social Media Marketing, Retail, Financial Analysis, Social Networking, Creative Writing, Editing, News Writing, Blogging, Marketing Communications, Data Entry, Outlook, Leadership, Writing, Public Relations, Sports Writing, Interviews, Media Relations, Time Management, Management
Education
Virginia Commonwealth University 2007 — 2011
Bachelor of Science (B.S.), Accounting
Norfolk State University 2005 — 2007
Mass Communication/Media Studies
Self Employed 2010 - Present
Philadelphia Insurance Companies May 2010 - July 2010
Wells Fargo Financial May 2009 - June 2010
Wells Fargo January 2008 - May 2009
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Office Administration, Financial Risk, PowerPoint, Wardrobe, Fashion, Merchandising, Stylists, Styling, Designs, Marketing, Customer Service, Office Management, Email Marketing, Banking, Management, Securities, Data Entry, Account Reconciliation, Insurance, Finance, Process Scheduler
Education
Nicholls State University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Florida Community Bank February 2012 - Present
Wells Fargo November 2007 - November 2011
IronStone Bank September 2006 - October 2007
RBC October 2004 - September 2006
Washington Mutual Bank March 2003 - October 2004
City National Bank of Florida March 2002 - March 2003
Bank of America July 1984 - January 2002
Southeast Bank August 1981 - July 1984
Skills
Commercial Banking, Loans, Commercial Lending, Asset Based Lending, Small Business Lending, Sales, Leadership, Middle Market, Mergers & Acquisitions, Finance, Commercial Mortgages, Credit, Financial Analysis, Treasury Management, Lines Of Credit, Consumer Lending, Credit Analysis, Credit Risk
Education
Newberry College 1977 — 1981
Bachelor of Science (B.S.), Business Administration and Management, General
Prime Therapeutics January 2013 - Present
Regency Beauty Institute November 2009 - December 2012
Wells Fargo Bank February 1993 - December 2008
Wells Fargo Bank 2000 - 2008
Wells Fargo 1983 - 2008
Wells Fargo 1993 - 2000
Wells Fargo Bank February 1983 - December 1993
Skills
Sales, Event Management, Recruiting, Adult Education, Program Management, Customer Service, Cross-functional Team..., Instructional Design, Leadership, Management, Process Improvement, Analysis, E-Learning, Human Resources, Training, Budgets, Fundraising, Project Management, Start-ups, Call Center, Enterprise Software, Leadership Development, Staff Development, Team Leadership, Curriculum Design
Education
Washburn High School 1966 — 1969
Achieve Global
Certificate, Customer Service/Achieving Extraordinary Customer Relationships
International Institute of Learning
Project Managment-•The Fundamentals of Six Sigma
Normandale Community College
Certificate, Web Development
Science Museum of Minnesota Adult Computer Ed
AdobeCaptivate/Macromedia Flash/Contribute/Dreamweaver
University of St. Thomas
Certificate, •Instructor Training Skills 1 & 2 - The Management Center
University of St. Thomas
Certificate, Project Management
Wells Fargo March 2015 - Present
Wells Fargo September 2012 - March 2015
Wells Fargo Home Mortgage July 2013 - May 2014
AJP January 2013 - March 2013
Wells Fargo May 2012 - September 2012
Bank of America May 2011 - May 2012
Skills
Mortgage Banking, Mortgage Underwriting, Customer Retention, Relationship Management, Investment Banking, Investment Properties, Financial Analysis, Credit Analysis, Portfolio Management, Loan Modifications, Cash Flow, Underwriting, Loans, Credit Risk, Finance, Loan Origination, Financial Risk, Credit, Mortgage Lending, Consumer Lending, Small Business Lending, Residential Mortgages, Investments, Commercial Lending, Commercial Banking
Education
Niagara County Community College 2008 — 2009
Wells Fargo October 2012 - Present
HomeLending Source September 2011 - October 2012
Bank of America April 2009 - August 2011
Solstice Capital August 2008 - December 2008
Peebles Department Store December 2007 - August 2008
Novastar Mortgage January 2006 - May 2007
Skills
Marketing, FHA, Credit, Finance, VA Loans, Mortgage Lending, Loans, Sales
Education
Nicholls State University 1979 — 1982
Associate's degree, Fashion Merchandising
Urban League of Essex County October 2014 - Present
Newark Jobs Connect October 2013 - August 2014
Grant Associates Inc March 2013 - October 2013
Grant Associates Inc December 2012 - March 2013
Verizon January 2011 - December 2012
NHP Foundation September 2010 - December 2011
City of Newark (Internship) January 2010 - May 2010
Wells Fargo June 2008 - August 2009
City of Portsmouth (Internship) January 2008 - May 2008
Enterprise Rent-A-Car May 2004 - August 2004
Skills
Customer Service, Public Speaking, Microsoft Office, Event Planning, Budgets, Strategic Planning, Team Building, Microsoft Excel, Research, PowerPoint, Microsoft Word, Social Media, Outlook, Fundraising, Leadership, •Strong knowledge of..., Administration, Analysis, Management, Process Improvement, Program Development, Program Management, Project Management, Training, Community Outreach, Nonprofits, Project Planning, Sales
Education
Leadership Newark Public Policy Fellow 2014 — 2016
Public Policy Analysis
The City University of New York-Queen's College 2007 — 2010
Master of Arts (M.A.), Urban Affairs, 3.70
Norfolk State University 2001 — 2006
Bachelor of Science (BS), Interdisciplinary Studies
Essex Catholic High School 1997 — 2001
Diploma
Wells Fargo July 2014 - Present
Ledo Enterprises June 2013 - 2014
Park Avenue Securities & Common Wealth Planning October 2010 - February 2013
Edward Jones March 2008 - December 2008
Massachusetts Mutual September 2006 - March 2008
Skills
Series 7, Wealth Management, Analysis, Retirement Planning, Investments, Leadership Development, Training, Securities, Strategic Financial..., FINRA, Financial Analysis, Fixed Annuities, Management, Retirement, Life Insurance, Financial Services, Asset Allocation, Finance, Financial Advisory, Wealth Management..., 401k Rollovers, Portfolio Management, Long Term Care Insurance, Insurance, Fixed Income, Disability Insurance, Asset Management, Equities, Options, Risk Management, Credit, Relationship Management, Banking, Financial Modeling, Capital Markets, Uniform Combined State..., Mutual Funds, Derivatives, Series 63, Investment Advisory, Trading, Bloomberg, Hedge Funds, Series 6, Investment Strategies, Financial Planners, 401k, Corporate Finance, IRAs, Emerging Markets
Education
Nova Southeastern University 2011 — 2013
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Norfolk State University 1993 — 1998
BA, Clinical Psychology
Demand Generation & Growth Marketing August 2015 - Present
OneLogin, Inc. April 2014 - May 2015
Consultant and Advisor January 2014 - April 2014
Autopilot (formerly Bislr) May 2013 - January 2014
Box May 2012 - May 2013
Eloqua November 2011 - May 2012
FreemanXP July 2010 - November 2011
Salesforce.com June 2009 - July 2010
Wells Fargo August 2004 - September 2008
AltaVista December 1999 - January 2001
Education
University of Michigan - Stephen M. Ross School of Business
MBA
New York University
BA
Wells Fargo January 2012 - Present
Wachovia/Wells Fargo October 2010 - December 2011
Jostens Printing & Publishing Company June 2004 - June 2010
Primrose School at Park Crossing June 2003 - June 2004
Union County Chamber of Commerce November 2002 - June 2003
Carter Community Building Association January 1999 - August 2002
Indian River Middle School September 1998 - January 1999
Oyster River Middle School September 1996 - June 1998
Chittenden East School District September 1993 - June 1996
Greater Buffalo American Red Cross September 1988 - May 1990
Skills
Customer Service, Fundraising, Forecasting, Public Speaking, Program Management, Team Building, Training, Time Management, Sales Management, CRM, Marketing Strategy, Leadership, Budgets, Management, Sales
Education
Niagara University
BS, Health & Physical Education
Wells Fargo July 2014 - Present
Wells Fargo February 2012 - July 2014
Wells Fargo February 2011 - February 2012
Allstate July 2007 - September 2010
SunTrust June 2006 - July 2007
Skills
Banking, Investment Banking, Sales, Customer Service
Education
Newberry College 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Source Solutions - MN August 2015 - Present
Thomson Reuters April 2015 - July 2015
Wells Fargo October 2014 - March 2015
Wolters Kluwer March 2012 - November 2013
Deluxe Corporation March 2007 - March 2012
Skills
Financial Services, Banking, Account Management, Salesforce.com, Sales, Coaching, Sales Process, Cold Calling, B2B, Microsoft Office, Direct Sales, Customer Service, Sales Management, Solution Selling, CRM, Marketing, Leadership, Management, Business Development, Customer Retention, Lead Generation
Education
Normandale Community College
Business, Management, Marketing, and Related Support Services
Kilpatrick Design, Inc. 2011 - Present
Wells Fargo 2006 - 2011
Skills
Drupal, PHP, Software Architectural..., JavaScript, CSS, HTML5, DevOps, Git, Linux, Information Architecture, Corporate Identity, Advertising, Interaction Design, Art Direction, User Interface Design, Graphic Design, C#, Typography
Education
New York University 1997 — 1999
Canisius High School 1994 — 1997
SunTrust January 2011 - Present
Wells Fargo December 2010 - December 2011
YMCA of South Hampton Roads December 2009 - December 2010
Goodwill of Central and Coastal Virginia January 2008 - December 2008
HSBC Beneficial November 2004 - November 2007
Finish Line May 1996 - November 2004
Skills
Leadership, Customer Service, Public Speaking, Program Management, Coaching, Microsoft Office, Fundraising, Social Media, Event Management, Financial Analysis
Education
Norfolk State University 1999 — 2001
Bachelor of Arts (B.A.), Accounting and Finance
The University of Kansas 1995 — 1997
Accounting and Finance
J.P. Morgan February 2015 - Present
National Association of Black Accountants (NABA) October 2014 - Present
The Alley Nightclub September 2012 - Present
Christopher Sampson Photography May 2011 - Present
Wells Fargo June 2014 - January 2015
Crowne Plaza Norfolk April 2012 - June 2014
Bank of America January 2011 - January 2012
Centura College January 2010 - December 2010
Skills
Public Speaking, Microsoft Excel, Microsoft Office, Banking, Photography, PowerPoint, Employee Training, eBanking, Teller Operations, Customer Service..., Speech Writing, Writing, Engaging Public Speaker, Dynamic Speaker, Highly responsible, Highly Reliable, Passionate about work, Photoshop, Computer Graphics
Education
Norfolk State University 2013 — 2015
BS, Accounting and Finance, 3.2
National Association of Black Accountants (Western Region) 2013 — 2015
Bachelors Degree, Finance
Prairie View A&M University 2005 — 2007
Wells Fargo May 2012 - Present
Life Time Fitness June 2011 - May 2012
Best Buy January 2011 - June 2011
Dorsey & Whitney LLP August 2010 - December 2010
Jimmy John's Sandwiches November 2006 - March 2009
Skills
PowerPoint, Word, Excel, Access, Microsoft Word, Microsoft Excel, Teamwork, Outlook, Customer Service, Management, Marketing, Sales, Sales Management, Sales Operations, Human Resources, Leadership, Customer Retention, Microsoft Office, Social Media
Education
University of Minnesota-Twin Cities 2008 — 2010
B.A., Marketing, Human Resources and Minor in Management
Normandale Community College 2006 — 2008
Transferred to U of M for B.A., General Education Courses
Balance Behavioural Health April 2015 - September 2015
Alorica August 2014 - March 2015
Landmark Property Management Co. August 2013 - August 2014
The Berkeley hotel January 2013 - July 2014
Pembrooke Occupational Health February 2013 - August 2013
Wells Fargo 2012 - 2013
Radisson Hotel and Suites December 2009 - September 2011
Skills
Sales, Customer Service, Employee Benefits, Customer Satisfaction, Outlook, Microsoft Excel, Microsoft Office, Time Management, Microsoft Word, PowerPoint, Front Office, Teamwork, Hotels, Hospitality Industry, Telephone Skills, Hospitality Management
Education
Norfolk State University 2007 — 2008
Computer Science
Machester High School 2003 — 2007
Diploma, General Studies
IronSkye May 2015 - Present
Wells Fargo June 2014 - Present
Deutsche Bank January 2009 - June 2014
Deutsche Bank January 2008 - January 2009
Deutsche Bank June 2007 - January 2008
InfoHighway Communications February 2007 - June 2007
One Call Medical July 2006 - February 2007
Deutsche Bank December 2004 - July 2006
Deutsche Bank November 2002 - November 2004
Deutsche Bank June 2000 - November 2002
Skills
Project Management, Change Management, Consulting, Data Privacy, Risk Management, Governance, IT GRC, Sarbanes-Oxley, Disaster Recovery, IT Strategy, Information Security..., Financial Risk, ITIL, Risk Assessment, Business Continuity, Enterprise Risk..., Operational Risk, @Risk, Operational Risk..., Business Intelligence, IT Risk Management, IT Service Management, IT Management, Information Security, IT Security, IT Security Policies, Big Data, Risk Reporting, IT Risk Analytics, Data Science, Data Mining, CRISC, Predictive Analytics, Predictive Modeling, Data Validation, GRC, IT Audit, Leadership, Sarbanes-Oxley Act, Management, Information Technology, Strategy, ISO 27001, CISA, PMO, Financial Services, Business Continuity..., COBIT, PCI DSS, Infrastructure
Education
University of Phoenix 2010 — 2012
Master of Information Systems, Information Technology
University of Phoenix 2008 — 2010
B.S., Information Technology
New York University 2001 — 2002
Information Technology
- Freelance January 2007 - Present
Wells Fargo March 2009 - 2014
Skills
Screenwriting, Film Production, Acting, Feature Films, Video Production, Marketing, Film Direction, Video Editing, Finance, Television, Film, Social Media, Video, Editing, Final Cut Pro, Entertainment, Final Draft
Education
New York University
Screenwriting
The University of Texas at Austin
Radio-Television-Film
ITNetworkers May 2002 - Present
Ameriprise Financial Services, Inc. October 2011 - February 2015
Columbia Management October 2011 - February 2015
North Star Ski Touring Club May 2001 - June 2012
Self Employed 1999 - October 2011
Ecolab November 2007 - December 2008
US Bank 2007 - 2007
Chinook Hosting 2007 - 2007
Wells Fargo 2007 - 2007
Target 2006 - 2006
Skills
Business Analysis, Business Intelligence, Coaching, Written Communication, Microsoft Excel, Data Mining, Motivation, Reporting Systems, Business Networking, SQL, Requirements Gathering, Requirements Analysis, Business Process..., Microsoft SQL Server, Visual Basic, Access, User Acceptance Testing, Integration, Fast Learner, Individualization, ODBC, Agile Methodologies, EDI, Data Conversion, Data Analysis, T-SQL, Database Modeling, Use Case Analysis, Ad Hoc Reporting, Impromptu Speaking, Gap Analysis, Process Redesign, Analytic Thinking, Oracle SQL, Maximizer, Rapid Prototyping, Benefit Cost Analysis, Reporting Technologies, Database Triggers, CRM Integration, Due Diligence, SharePoint, InfoPath Forms, Humor, Databases, SDLC, Leadership, Crystal Reports, Data Warehousing, Management
Education
University of Minnesota, Minneapolis
BS, Computer Science
Normandale Community College
Associate of Arts (AA), General Studies
Thomas Jefferson High School
Artnet August 2014 - Present
Isha Setia, Artist January 2008 - Present
Penton Media September 2010 - August 2014
The Topps Company October 2008 - September 2010
Buddy Media April 2008 - August 2008
Wells Fargo June 2007 - April 2008
Target October 2005 - October 2006
Varie-Tees / Jewelry with Charm December 1998 - September 2005
Office of Information Technology (OIT) September 2000 - December 2004
Skills
Product Management, Product Development, Agile Methodologies, Project Management, Mobile Applications, Digital Strategy, Mobile Devices, Strategic Planning, Cross-functional Team..., Strategy, Vendor Management, Visio, Analysis, Integrated Marketing, Software Documentation, Leadership, Budgets, Forecasting, Business Intelligence, Quality Assurance, MS Project, Testing, Analytics, CRM, Competitive Analysis, E-commerce, User Experience, Email Marketing, Microsoft Project
Education
General Assembly New York 2013 — 2013
Product Management
New York University 2009 — 2009
Project Management
CAPA London
BS, International Marketing, International Trade
University of Minnesota-Twin Cities
Bachelor, Marketing, Psychology
Parametric October 2013 - August 2015
The City Market December 2012 - May 2013
Kaplan September 2012 - January 2013
Wells Fargo October 2010 - November 2011
Mama Fu's Asian House August 2009 - June 2011
North Carolina Public Policy Institute September 2008 - May 2009
Skills
Microsoft Excel, Leadership
Education
University of North Carolina at Chapel Hill 2006 — 2009
BA, Economics & Public Policy
New York University 2005 — 2006
Wells Fargo 1999 - 2011
Skills
Financial Analysis, Strategic Financial..., Banking, Credit, Finance, Financial Reporting, Accounting, Financial Modeling, Investments, Cash Management, Mutual Funds, Risk Management
Education
Norfolk State University 1987 — 1995
Bachelor of Science (BS), Accounting
South Baldwin Regional Med Ctr February 2015 - Present
The Woerner Companies April 2014 - February 2015
Hartmann, Blackmon & Kilgore, P.C. January 2014 - April 2014
Wells Fargo March 2012 - June 2012
Lockport Town and Country Club November 2009 - April 2010
Milwaukee Country Club June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, QuickBooks, Hospitality, Banking, Cash Management, Accounting, Tax Preparation, Financial Reporting
Education
Niagara University 2005 — 2011
Master of Business Administration (MBA), Accounting
Gulf Shores High School 2001 — 2005
Wells Fargo November 2014 - Present
BBevilacqua Consulting March 2014 - Present
Xerox November 2013 - February 2014
CVS Caremark Corporation May 2013 - November 2013
BBevilacqua Consulting September 2010 - May 2013
Vangent, Inc. June 2009 - September 2010
Bostwick Laboratories February 2008 - June 2009
American Express February 2005 - November 2007
BBevilacqua Consulting, Phoenix, AZ September 2003 - February 2005
IBM Global Services August 1989 - September 2003
Skills
PMP, Continuous Improvement, Process Improvement, Team Building, Operations Management, Quality Assurance, Vendor Management, Change Management, MS Project, Customer Service, Team Leadership, Analysis, Project Planning, Microsoft Excel, Budgets, Business Process, Software Project..., Agile/Scrum, ITIL, Process Development, Business Process..., Business Analysis, Quality Management, Customer Satisfaction, Business Management, People Management, Vendor Relations, Account Management, Customer Relations, Budgeting, Planning, Coaching, Problem Solving, Mentoring, Team Management, Outlook, Excel, Microsoft Office, Word, Troubleshooting, Business Strategy, Scheduling, SDLC, PowerPoint, Supervisory Skills, Lotus Notes, Management, Program Management, Project Management, Six Sigma
Education
Praizion 2010 — 2010
Scottsdale CC 2009 — 2009
Glendale CC 2003 — 2003
NYU 1980 — 1982
Certificate
State University of New York College at Oneonta 1972 — 1975
BS
IBM
IBM
Wells Fargo January 2012 - Present
Bank of America January 2009 - September 2011
Bank of America January 2006 - January 2009
USAN INC November 2003 - December 2005
USAN INC August 2002 - November 2003
USAN INC August 1994 - August 2002
Marriott Corporation October 1988 - January 1991
Skills
Empirix Hammer Call..., OpenSIPS, Testing, Visio, SDLC, Quality Assurance, IVR, Integration, SQL, Quality Center, Troubleshooting, Linux, Security, Technical Support, Oracle, Java, XML, Visual Basic, Databases
Education
Niagara University
Bachelor of Science, Hotel Administration
Chubb Institute July 2003
Diploma, Web Development and Business Programming
Wells Fargo May 2003 - Present
Cadwalader, Wickersham & Taft LLP 2000 - 2003
Walter, Conston, Alexander & Green 1998 - 2000
Drinker Biddle & Reath LLP 1996 - 1998
Skills
Estate Planning, Wealth Management, Estate Administration, Private Equity, Mergers, Risk Management, Wealth Management..., Trusts, Corporate Governance, Hedge Funds, Asset Managment, Investments
Education
New York University School of Law 1998 — 2001
LLM, Tax Law
Rutgers University School of Law - Newark 1994 — 1997
Juris Doctor (J.D.), Law
University of Notre Dame 1988 — 1992
B.A., Philosophy/Economics
Wells Fargo January 2013 - Present
Wells Fargo July 2008 - January 2013
Wachovia October 2005 - July 2008
Skills
Microsoft Excel, Customer Service, Leadership, Outlook, CRM, PowerPoint, Process Improvement, Team Building, Project Management, Sales, Management, Public Speaking, Training, Analysis, Microsoft Office, Research, Banking, Microsoft Word, Customer Retention
Education
Norfolk State University 1994 — 1998
Bachelor of Science (B.S.), Psychology
PHS 1988 — 1991
Citizens Bank June 2015 - Present
Santander Bank, N.A. April 2014 - May 2015
Santander Bank, N.A. April 2013 - April 2014
Wells Fargo January 2011 - April 2013
PNC June 2008 - October 2010
Wells Fargo April 2002 - June 2006
Skills
Strategic Planning, Coaching, Leadership, Sales, Business Development, Banking, Credit, Loans, Commercial Banking, Credit Analysis, Small Business Lending, Commercial Lending, Mortgage Lending, Portfolio Management, Retail Banking, Financial Services, Relationship Management, Consumer Lending, Small Business, Finance
Education
Norfolk State University
English
Bloom Health March 2015 - Present
Target Corporation May 2012 - February 2015
Target Corporation May 2012 - February 2015
Syncada LLC September 2011 - May 2012
Ceridian January 2011 - September 2011
Wells Fargo June 2005 - December 2010
Sico America September 2000 - June 2005
Bravo Networks January 1998 - June 2000
Skills
Process Improvement, SQL, SharePoint, Business Analysis, SDLC, Microsoft SQL Server, Business Intelligence, Enterprise Architecture, Requirements Analysis, Visio, Requirements Gathering, Vendor Management, Software Project..., Agile Methodologies, Integration, Leadership
Education
Normandale Community College 2009 — 2011
Associates, Computer Science
University of Iowa 1994 — 1995
Business
Niles North HS 1990 — 1994
Wells Fargo February 2014 - Present
Citi October 2013 - February 2014
Bank of America 2012 - September 2013
Bank of America 2010 - 2012
Bank of America 2006 - 2010
Bank of America Mexico 2002 - 2006
Ritch, Heather y Mueller, S.C. 1998 - 2002
Mayer Brown 1996 - 1998
Skills
AML, Securities, Banking, Corporate Law, Loans, Due Diligence, Investment Banking, Financial Risk, Mergers, Corporate Finance, Credit, Financial Services, Capital Markets, Banking Law, Risk Management, Structured Finance, Corporate Governance, International Law, Ethics, Financial Institutions, Conflicts of Interest, Credit Risk, Operational Risk, Fixed Income, Derivatives, Mergers & Acquisitions, Equities, Investments, Asset Management, Portfolio Management, Operational Risk..., Project Finance, Financial Markets, Finance, Private Equity, Financial Regulation, Emerging Markets, Joint Ventures, Private Banking, Restructuring, Wealth Management, Commercial Banking, Hedge Funds, Financial Structuring, Trade Finance, Credit Analysis, Alternative Investments, Executive Management, Mutual Funds, Relationship Management
Education
New York University School of Law
LLM, International Law and Legal Studies
Universidad Iberoamericana, Ciudad de México
LLB, Law degree
Wells Fargo 2005 - Present
Blue Cross and Blue Shield of Louisiana December 1997 - June 2005
Skills
SQL, Project Management, Access, Program Management, Business Analysis, Leadership, Management, Testing, Requirements Analysis, SDLC, Process Improvement, Visio, Vendor Management, Business Requirements, Software Documentation
Education
Nicholls State University 1983 — 1988
Wells Fargo September 2007 - Present
Smith Barney April 2007 - September 2007
Merrill Lynch May 2006 - April 2007
Skills
Mutual Funds, Series 63, Bloomberg, Series 7, Portfolio Management, Bonds, Fixed Income, Securities, Equities, Wealth Management, Alternative Investments
Education
University of Connecticut 2000 — 2004
Cresskill high school
New York University
Wells Fargo February 2011 - Present
Bank of America September 2003 - January 2008
Wachovia Securities January 2001 - September 2003
Skills
Financial Analysis, Financial Modeling, Essbase, Variance Analysis, Ad Hoc Reporting, Microsoft Office, Project Coordination, Project Implementation, Project Execution, Time Management, Team Leadership, Business Analysis, Business Process, Data Analysis, Enterprise Testing, Finance, Forecasting, Project Management, Access, Banking, Management, Process Improvement, Leadership, Analysis
Education
University of North Carolina at Charlotte 1994 — 1999
Bachelor of Arts (B.A.)
Niagara University 1994 — 1996
Bachelor of Arts
Wells Fargo Bank February 2014 - Present
Wells Fargo October 2012 - February 2014
Wells Fargo 2004 - November 2012
Playboy Enterprises, Inc. January 2001 - December 2003
Dharmala Capital Limited January 1996 - November 1997
Colliers Jardine (HK) Limited January 1994 - October 1995
Skills
Salesforce.com, Project Management, Agile Methodologies, Due Diligence, Testing, Data Analysis, Valuation, Business Intelligence, Quality Assurance, Corporate Finance, Business Process..., Management, Business Development, SDLC, Financial Services, Portfolio Management, PMP, Vendor Management, Requirements Gathering, Strategic Planning, Databases, Mobile Devices, Program Management, Process Improvement, Financial Analysis, Risk Management, Cross-functional Team..., Analytics, Analysis, Business Analysis, SharePoint, Team Leadership, Systems Analysis, Data Warehousing, Requirements Analysis, Visio, Business Requirements, Software Project..., Agile Project Management, Leadership, Change Management, Banking, Project Coordination
Education
University of California, Berkeley 2011 — 2012
Certificate in Project Management, Project Management, 4.0
New York University 2001 — 2002
Certificate, E-business, E-commerce
University of Southern California - Marshall School of Business 1999 — 2001
MBA, International Business, Entrepenuership, Chinese
University of California, Davis 1990 — 1994
BA, International Relations, Economics, Chinese
St. Rose Academy
HS Diploma, Liberal Arts
NBCUniversal, Inc. January 2012 - Present
Wells Fargo 2012 - 2013
Wells Fargo 2012 - 2013
Time Warner Inc. 2011 - 2012
AVISPL 2006 - 2010
Morgan Stanley 2006 - 2010
Vidikron 1998 - 2000
Verrex 1997 - 1998
Moder Mass Media 1993 - 1996
JPMorgan Chase 1986 - 1988
Skills
Video Conferencing, Crestron, Tandberg, Video, Telepresence, AV, Troubleshooting, Digital Signage, Microsoft Office, Sound, Audio Conferencing, Unified Communications, Audio Engineering, Multimedia, Digital Video, Streaming Media, Cabling, Live Events, VoIP, Production Managment, Integration, Extron, IPTV, Audio Visual Integration, Sound Reinforcement, Professional Audio, Live Sound, IP, System Design, AMX, Audio Editing, Systems Design, Production Management
Education
New York University 1982 — 1985
Bachelor of Science (B.S.)
NYU
J. P. Morgan Chase & Co. December 1998 - Present
JPMorgan Chase 1998 - Present
JP Morgan Chase 1998 - Present
JP Morgan Chase 1998 - 2010
Wells Fargo October 1988 - December 1998
Skills
Unix, AIX, Vendor Management, Autosys, Software Documentation, Visio, SDLC, Disaster Recovery, Business Analysis, ITIL, Systems Management, Solaris
Education
New York University 1992 — 1994
BA, Literature
Fairleigh Dickinson University-Florham Campus 1984 — 1987
Economics and International Business
Wells Fargo January 2015 - Present
Wells Fargo May 2012 - January 2015
Westbound Bank April 2010 - May 2012
Amegy Bank of Texas May 2008 - April 2010
Citibank Texas, N.A. September 2007 - May 2008
Compass Bancshares 2006 - 2007
Hancock Bank 2005 - 2006
Harrah's Entertainment 2004 - 2005
G&B Specialties, Inc. 1997 - 2004
Skills
Commercial Lending, Financial Modeling, Banking, Marketing, Analysis, Finance, Portfolio Management, Credit Analysis, Financial Analysis, Commercial Banking, Loans, Small Business Lending
Education
Tulane University - A.B. Freeman School of Business 2001 — 2004
Master of Business Administration (M.B.A.), Management
Nicholls State University 1990 — 1995
B.A., Mass Communications / Public Relations
MidCountry Bank April 2007 - Present
UAC 2009 - 2009
Guaranty Bank 2005 - 2007
WyStar November 2003 - September 2005
Wells Fargo April 2001 - March 2003
Bremer Bank March 2000 - April 2001
Education
Normandale Community College 2004 — 2010
ServiceSource September 2013 - Present
ServiceSource November 2012 - September 2013
ServiceSource August 2011 - November 2012
ServiceSource September 2010 - July 2011
Express Employment Professionals 2008 - January 2011
Wells Fargo December 2008 - July 2010
42West January 2008 - May 2008
New York University October 2004 - May 2008
Radio Disney September 2007 - December 2007
Stanford Arboretum Children's Center June 2005 - August 2007
Skills
Photoshop, PowerPoint, Editing, Microsoft Office, Copy Editing, Microsoft Excel, CRM, Data Entry, Software Documentation, Microsoft Word, Proofreading, Sales Operations, Outlook, Sales, Social Networking, Salesforce.com, Social Media, Facebook, Data Analysis, Time Management, Customer Service, Business Development, Social Media Marketing, Management, Leadership, Event Planning, Marketing, Account Management
Education
New York University 2004 — 2008
B.A., English & American Literature, Cinema Studies
New York University 2004 — 2008
Bachelor of Arts (B.A.), English and American Literature
BioScrip Pharmacy March 2011 - Present
Wells Fargo December 2008 - December 2010
Medica March 2004 - July 2008
Minnesota Gastroenterology January 2002 - April 2004
MINNESOTA EYE CONSULTANT January 2000 - January 2002
UNITED HEALTH CARE January 1995 - January 2000
Skills
Customer Service, Insurance, Strategic Planning, Microsoft Excel, Business Analysis, Database Administration, Call Center, Process Scheduler, Benefits Administration, PowerPoint, Human Resources, Management, Data Management, Contract Management, Forecasting, Customer Service..., Healthcare Industry, Healthcare Information..., Accounts Receivable, Training, Software Documentation
Education
INDEX COMPUTERS 2010 — 2011
no degree, Computer Science
Normandale Community College 2008 — 2010
no degree, Project Management courses
HENNEPIN COUNTY TECHNICAL CENTER 2000 — 2002
no degree, Business Management
Wells Fargo 2008 - Present
Wachovia Securities April 1998 - December 2008
Mutual Benefit Life 1998 - 2001
Mutual Benefit Life 1998 - 2001
Education
New York University
M.S., Real Estate Finance
Rutgers University-New Brunswick
B.S., Economics
Wells Fargo February 2004 - Present
Regis Corporation 1994 - 2004
Education
Scot Lewis Cosmetology School 1993 — 1994
Cosmetologist
Normandale Community College 1992 — 1993
Wells Fargo March 2012 - Present
Atlantic Home Loans September 2010 - March 2012
Centerline Capital Group 1997 - 2005
PNC ARCS 1989 - 1996
Skills
Credit, Mortgage Lending, Commercial Lending, Credit Analysis, Commercial Mortgages, Mortgage Underwriting, Loan Origination, Commercial Real Estate, Mortgage Banking, Real Estate Financing, Finance, Underwriting, Real Estate Economics, Asset Management, Financial Structuring, Loans, Refinance, Residential Mortgages, Structured Finance, Valuation, Banking, Credit Risk, Due Diligence, Portfolio Management
Education
New York University
BS, Finance & International Business
Wells Fargo January 2012 - Present
Wachovia a Wells Fargo Company June 2008 - January 2012
Wachovia Financial Network October 2005 - June 2008
Skills
Banking, Customer Service, Management, Microsoft Office, Risk Management, CRM, Team Building, QA Testing, Web Design, Web Development, Web Services, Web Content Management, Microsoft Word, Outlook, Quality Assurance, Leadership, Social Media, Sales, Process Improvement, Analysis
Education
Norfolk State University
Wells Fargo Advisors, LLC March 2015 - Present
J.P. Morgan August 2013 - March 2015
Charles Schwab August 2011 - August 2013
Peace Corps January 2011 - June 2011
Wells Fargo January 2010 - December 2010
Wachovia August 2008 - January 2010
Hard Rock Cafe May 2006 - August 2008
Skills
Sales, Market Planning, Finance, Sales Process, Marketing Research, Training, Phone Skills
Education
Niagara University 2007 — 2008
MBA, International Commerce
Niagara University 2007 — 2008
Master, Business Administration; International Business, 3.89
Niagara University 2003 — 2007
Bachelors, Commerce, Marketing, French, 3.44
UNIVERSITÉ CATHOLIQUE DE L'OUEST 2005 — 2005
French Language and Literature
Schiller International University
European Culture and Governmental Practices
Canaccord Genuity Inc. 2010 - Present
HSBC 2006 - 2009
Wells Fargo 2004 - 2006
Natixis 2002 - 2004
Robertson Stephens 2001 - 2002
Skills
Valuation, Hedge Funds, Capital Raising, Financial Modeling, DCF, Due Diligence, Mergers, Investment Banking, Mergers & Acquisitions, Financial Structuring, Finance, IPO, Capital Markets, Private Equity
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance & Accounting
New York University 1993 — 1997
BA, Biology
Stuyvesant High School 1989 — 1993
Capital One January 2012 - January 2014
Fifth Third Bank March 2011 - November 2011
Wells Fargo October 2009 - November 2010
Cox Enterprises June 2006 - March 2009
Skills
Banking, Customer Service, Investigation, Sales, Marketing, Social Media, Organization Skills, Microsoft Excel, Microsoft Word, Microsoft Office, Team Leadership, Problem Solving, Administrative..., Credit, Data Entry, Management, Analysis
Education
Norfolk State University 2001 — 2005
Bachelor of Science (BS) in Business Administration, Management Information Systems, General
Stewart Lender Services February 2015 - Present
MegaStar Financial November 2013 - January 2015
JPMorgan Chase March 2011 - February 2014
Wells Fargo February 2009 - March 2011
INTERBAY FUNDING, LLC March 2003 - April 2008
Loansnap.com January 2001 - January 2003
Skills
Mortgage Lending, Loans, FHA, Credit, Underwriting, VA loans, Construction Loans, Funding, Analysis, Process Improvement, Residential Homes, Microsoft Excel, Loan Origination, Residential Mortgages, Refinance
Education
Nichols College 1997 — 2001
BACHELOR OF ARTS, BUSINESS MANAGEMENT
HD Vest Financial Services October 2011 - Present
Wells Fargo July 2004 - October 2011
US Securities and Exchange Commission March 2002 - March 2004
AIG / American General Financial Group June 1999 - December 2001
US Securities and Exchange Commission March 1997 - June 1999
Debevoise & Plimpton September 1994 - March 1997
U.S. Court of Appeals for the Second Circuit August 1993 - August 1994
Skills
Securities Regulation, Corporate Governance, Securities, Broker-Dealer, FINRA, Due Diligence, Broker-Dealer Compliance, Series 7, General Corporate..., Regulatory Affairs, Series 24, Investment Advisor..., Securities Litigation, Financial Services, Risk Management, Litigation, Asset Management
Education
New York University School of Law 1990 — 1993
J.D., Law
Penn State University 1986 — 1990
Bachelor’s Degree, Accounting/Business Law
Wells Fargo May 2014 - Present
Northwestern Mutual May 2013 - May 2014
Education
Wake Forest University - Babcock Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
New York University 2006 — 2010
Bachelor's degree, Psychology
Wells Fargo October 2010 - Present
GMAC Financial Services June 1986 - October 2010
Skills
Credit, Management, Loans, Loss Mitigation, Credit Analysis, Portfolio Management, Mortgage Banking, Banking, Mortgage Lending, Commercial Lending, Underwriting, Financial Analysis, Credit Risk
Education
Niagara University
BS, Business Administration
Wells Fargo August 2015 - Present
Wells Fargo January 2013 - Present
North Carolina Department of Revenue January 2011 - January 2013
Wells Fargo October 2010 - January 2011
Bank of America March 2009 - January 2010
Bank of America January 2006 - March 2009
Skills
Proficient in Excel and..., Tax, Management, Risk Management, Credit, Credit Analysis, Finance, Accounts Payable, Analysis, Banking, Financial Risk, Portfolio Management, Microsoft Excel, Mortgage Lending
Education
Strayer University
Masters of Business Administration, Business Management
Norfolk State University
Bachelor of Science, Business
Wells Fargo September 2015 - Present
Wells Fargo June 2014 - Present
Moody's Investors Service November 2011 - May 2014
Public Finance Intern - Healthcare November 2010 - October 2011
Skills
SPSS, Excel, Quantitative Research, Healthcare, Financial Modeling, Financial Analysis, Data Analysis, Bloomberg, Economics, Analysis, Fixed Income, Credit Analysis, Bonds, Capital Markets, Valuation
Education
NYU Robert F Wagner School of Public Service 2010 — 2012
Masters of Public Administration, Health Public Finance
New York University 2006 — 2010
B.A., Economics
Bank of America March 2012 - Present
Wells Fargo August 2011 - December 2011
Wells Fargo 2008 - September 2011
Wachovia, A Wells Fargo Company 2004 - 2008
Wachovia 1994 - 2008
Wachovia, A Wells Fargo Company 1998 - 2004
Wachovia, A Wells Fargo Company 1988 - 1998
ah light 1979 - 1980
Skills
Strategic Planning, Sales Management, Problem Solving, Organizational..., Expense Control, Customer Service, Banking, Coaching, Team Building, Leadership Development, Change Management, Executive Management, Marketing Strategy, Mentoring, Employee Engagement, Retail, Risk Management, Retail Banking, Performance Management, Operations Management, Small Business, Talent Management,...
Education
New York University
MPA, Hospital Administration
Financial March 2012 - Present
Wells Fargo 2012 - 2013
City of Charlotte 2010 - 2012
Robert Half Finance & Accounting 2009 - 2009
Skills
Microsoft Word, Great Plains Software, PeopleSoft, Crystal Reports, Employee Relations, Recruiting, HRIS, Performance Management, Human Resources, Benefits Administration, Talent Management, HR Policies, Employee Engagement, Onboarding, Employee Benefits, HR Consulting, New Hire Orientations, Organizational..., FMLA, Employment Law, Payroll, Multiple Project..., Data Mining, Microsoft Office, Visio, Kronos, Web Design, Social Media Marketing, Marketing Communications, Loan Closings, Mortgage Modification, Deferred Compensation, Management, Time Management, Labor Relations, Applicant Tracking..., Temporary Placement
Education
Shaw University 1986 — 1989
Bachelor of Arts (B.A.), Communication and Media Studies
Norfolk State University 1983 — 1985
Communications
BMO Capital Markets July 2015 - Present
BMO Capital Markets May 2013 - July 2015
Barclays Capital July 2011 - May 2013
Wells Fargo June 2010 - July 2010
Antarctica Asset Management January 2010 - May 2010
Penguin Group USA June 2009 - August 2009
Merrill Lynch & Co., Inc. September 2008 - December 2008
Skills
Bloomberg, Credit Risk, Equities, Public Finance, Capital Markets
Education
New York University - Leonard N. Stern School of Business 2007 — 2011
New York University
Wells Fargo December 2014 - Present
Accenture credit services March 2013 - November 2014
HSBC Mortgage Services September 2010 - January 2013
Skills
Refinance, Mortgage Servicing, Residential Mortgages, Loan Servicing, Financial Analysis, Credit, Mortgage Banking, Credit Analysis, Consumer Lending, Mortgage Lending, Loan Origination, Finance, Financial Services, Loans, Credit Risk
Education
Niagara University
BS, Accounting
Wells Fargo May 2012 - Present
Wells Fargo Home Mortgage 2012 - May 2012
Wells Fargo Financial April 2003 - March 2011
Wells Fargo Financial November 1998 - March 2003
Holland & Knight LLP November 1996 - November 1998
Education
University of Denver - Sturm College of Law 1993 — 1996
JD, Law
New York University 1991 — 1993
BA, English
Wells Fargo September 2006 - January 2012
Assent LLC September 2005 - August 2006
Pershing Trading Company September 1983 - June 2005
Education
New York University 1978 — 1983
BS, Finance/Management Majors/Chemistry Minor
Archbishop Molloy HS 1974 — 1978
Bank of America August 2015 - Present
Wells Fargo May 2013 - July 2015
Elite IT Personnel Group Consultant working at Time Warner Cable October 2012 - April 2013
Bank of America December 2007 - October 2012
Skills
Six Sigma, Green Belt, MBA, Microsoft Office, SharePoint, Visio, Process Mapping, Business Analysis, Project Management, Clarity, Process Improvement, Security, Information Technology, Banking, Analysis, Business Process, Business Process..., Financial Services, Microsoft Excel, Software Documentation, Vendor Management, Vendor Relationship..., Financial Risk, Integration
Education
Northwood University - DeVos Graduate School 2001 — 2002
MBA, Management
Niagara University
BA, Chemistry
TD April 2011 - Present
Wells Fargo June 2004 - April 2010
IBM April 2007 - March 2010
Skills
Data Management, Database Administration, Data Analysis, SDLC, Program Management, Project Management, Change Management, Incident Management, Risk Management, Operations Management, PMLC, Non-invasive Data..., Lean Six Sigma, DMAIC
Education
Newberry College 1985 — 1989
Bachelor of Science (B.S.), Accounting and Business/Management
University of South Carolina
Geico September 2006 - Present
Oakstreet Mortgage September 2004 - September 2006
Wells Fargo August 2000 - August 2001
Education
Norfolk State University 1995 — 2004
Bachelors of Science, General Business Concentration in Management Information Systems
Wells Fargo January 2014 - Present
Pace Brantley School August 2007 - Present
Education
University of Central Florida 2005 — 2006
Graduate Teaching Certificate in Education, English/Language Arts Teacher Education
New York University 1975 — 1976
Bachelor of Arts (B.A.), English major/Anthropology minor
The Ohio State University 1971 — 1975
undergraduate work, English Language and Literature, General, Comparative Literature, and Anthropology
Leidos October 2013 - Present
Osborn & Barr February 2013 - October 2013
44Interactive November 2012 - January 2013
Wells Fargo July 2012 - October 2012
Osborn Barr February 2012 - June 2012
ChrisLands.com (subsidiary of AbeBooks.com and Amazon.com) April 2009 - September 2011
Bonneville International October 2007 - December 2008
Bonneville International July 2005 - September 2007
Skills
XHTML, CSS, jQuery, SEO, Web Development, User Experience, PHP, Wordpress, ActionScript, Web Design, HTML 5, HTML
Education
University of Newcastle-upon-Tyne 2003 — 2004
Master of Science (MSc), Computer Science
Southern Illinois University, Edwardsville 1999 — 2002
Master of Business Administration (M.B.A.)
Southern Illinois University, Edwardsville 1995 — 1999
Bachelor of Science (BS), Marketing
South State Bank March 2013 - Present
Wells Fargo October 2010 - March 2013
Best Buy January 2006 - August 2011
AT&T January 2006 - August 2008
Skills
Customer Service, Leadership, Cross-functional Team..., OPUS, CARE, Green Screen, Account Management, New Business Development, Team Building, Marketing, Strategic Planning, Management, Process Improvement, Training, Marketing Strategy, Sales, Cold Calling, Commercial Account..., VIP Account Management, Healthcare
Education
NYU 2001 — 2001
Intensive Language & Culture Certification, Exchange Program
Universidad Catolica de Santiago de Guayaquil 1999 — 2001
Associate's degree, Agricultural Engineering
TMX Finance April 2015 - Present
Wells Fargo June 2014 - April 2015
JCPenney October 2012 - November 2014
Cathedral of Faith Bookstore June 2010 - December 2012
Cathedral of Faith Christian School March 2012 - June 2012
Macy's November 2011 - December 2011
Northern Star Credit Union November 2009 - December 2010
Skills
Microsoft Office, Typing, Exceptional Listener, Cashiering, Cash Handling Experience, Customer Service, Retail, Sales, Problem Solving
Education
Saint Leo University 2013 — 2017
Tidewater Community College 2012 — 2014
Norfolk State University 2011 — 2012
I.C.Norcom High School 2007 — 2011
High School Diploma
Wells Fargo September 2014 - Present
Oracle September 2011 - July 2014
FatWire Software January 2009 - September 2011
FatWire Software June 2000 - January 2009
Skills
Enterprise Software, SaaS, Software Project...
Education
New York University
Ph.D., Chemical Physics
Wells Fargo December 2012 - Present
Wells Fargo December 2012 - Present
T-Mobile January 2011 - January 2013
hhgregg February 2010 - December 2010
Finish Line August 2004 - May 2009
Skills
Customer Satisfaction, Organizational..., Strategic Selling, Paperwork, New Hire Training, Versatility, Work well under pressure, Accountability, Customer Retention, Customer Service, Phone Etiquette, Retail, Retail Sales, Sales, Telephone Skills, Training
Education
Norfolk State University 2008 — 2012
Interdisciplinary studies
Ascend Learning July 2014 - Present
The Depository Trust & Clearing Corporation September 2012 - July 2014
Wells Fargo July 2011 - September 2012
CVS Health February 2010 - July 2011
Skills
SDLC, SQL, Project Management, Microsoft Office, Requirements Analysis, Unix, Java, Agile Methodologies, Software Development, Testing
Education
New York University 2008 — 2009
Master's degree, Biotechnology & Enterpreneurship