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
CarePartners 2011 - 2014
Wells Fargo 2010 - 2012
Sears Holdings Management Corporation 2003 - 2008
Pegasystems 2000 - 2003
Lucent 1996 - 2000
Lucent 1989 - 1995
Skills
Business Process..., Solution Architecture, Integration, Quality Assurance, Data Modeling, Unix, Linux, Agile Methodologies, Version One, Healthcare Information..., Retail Technology, Banking Technologies, Enterprise Software, Telecommunications, TOGAF, RUP, Use Case Diagrams, OSI Model, SQL, Shell Scripting, Perl, Java, NetBeans, JavaScript, HTML, AJAX, Apache, ETL, MS-DOS, Oracle, Sybase, MySQL, Informix, Microsoft SQL Server, System Deployment, Business Process, Rules Engines, Team Management, EDI ANSI X12, SWIFT Messaging, Fedwire, XML, SOAP, ERP, HP Quality Center, Cerner, Pega PRPC, 5ESS
Education
Purdue University Calumet
BSE, Electrical Engineering, 5.7/6.0
Herbalife March 2014 - Present
Wells Fargo April 2013 - Present
Eddie Bauer November 2013 - January 2014
GameStop May 2011 - March 2013
Blockbuster October 2007 - July 2010
Best Buy October 2002 - October 2007
Sears Holdings Corporation April 2006 - February 2007
Skills
Management, Customer Service
Education
Queens College 1999 — 2000
Astoria Bank May 2014 - Present
Wells Fargo June 2013 - May 2014
JPMorgan Chase November 2010 - June 2013
JPMorgan Chase September 2008 - October 2010
JPMorgan Chase June 2005 - September 2008
Liberty Travel 2002 - 2005
Liberty Travel 2000 - 2002
Skills
Branch Banking, Process Improvement, Management, Strategic Financial..., Sales, Leadership, Vendor Management, Business Analysis, Deposits, Microsoft Excel, Insurance, Call Centers, Operations Management, Banking, Credit, Mortgage Lending, Consumer Lending, Loans, CRM, Business Development, Team Management, Performance Management, Team Building, Coaching, Sales Operations, Customer Retention, New Business Development, Budgets, Human Resources, Marketing, Financial Planning
Education
Queens College
Bachelor's degree, Business Administration, Management and Operations
Queens College
Business Management
Wells Fargo November 2014 - Present
Wells Fargo January 2012 - November 2014
Wells Fargo March 2009 - December 2012
Independent Consulting 1999 - 2009
CollabNet November 2007 - June 2008
Rocket Communications July 2006 - September 2007
Satori Labs May 2003 - March 2006
Tapstone 2002 - 2003
Shoptok 2000 - 2000
Catalyst Resources 1998 - 2000
Skills
User Experience, Interaction Design, User-centered Design, User Interface Design, Information Architecture, User Interface, Information Design, User Experience Design, Usability, User Research, Web Applications, Mobile Devices, Usability Testing, Mobile Applications, Creative Direction, E-commerce, Web Design, Heuristic Evaluation, Enterprise Software, Persona, Usability Engineering, Wireframes, Visual Design, Experience Design, Content Strategy, Product Design, Design Strategy, Front-end, Wire Framing, Web Project Management, Task Analysis, Adobe Fireworks, Card Sorting, Contextual Inquiry, Paper Prototyping, Mobile Design, User Scenarios, Web Analytics, Accessibility, Illustrator, HTML
Education
University of Colorado Boulder 1989 — 1995
ABD in PhD Program
University of Missouri-Columbia 1986 — 1989
Master of Arts
Purdue University 1981 — 1986
Bachelor of Arts
Purdue University 1981 — 1986
Bachelor of Science
Swiss Re August 2014 - Present
Lincoln Financial Group April 2013 - August 2014
Toyota February 2013 - March 2013
Wells Fargo October 2012 - February 2013
Fazoli's Restaurant Management, LLC October 2007 - February 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Job Scheduling, Inventory Management, Hiring Practices, Restaurant Management, Cash Handling Experience, Sales, Restaurants, Customer Service, Time Management
Education
University of Michigan-Dearborn 2014 — 2017
Master of Science (M.S.), Finance
Indiana University-Purdue University at Fort Wayne 2009 — 2012
BS, Business and Marketing, Senior
Purdue University - Krannert School of Management 2008 — 2009
Freshman
Concordia Lutheran High School 2004 — 2008
Academic Honors
Wells Fargo July 2014 - Present
Purdue University - Krannert School of Management August 2012 - May 2014
Global Solutions Network, Inc. 2010 - 2012
US Rowing Association June 2008 - May 2009
Renaissance Furniture January 2007 - May 2007
Skills
Training, Business Development, Leadership, Recruiting, Strategy, Human Resources, Business Strategy, Sales, Negotiation, Customer Service, Finance, Consulting, Interviews, Research, Payroll, Employee Benefits, Data Analysis, Cross-functional Team..., Project Management
Education
Purdue University - Krannert School of Management 2012 — 2014
Master of Business Administration (MBA), Finance and Strategic Management
Purdue University
SunTrust Bank September 2015 - Present
SunTrust Bank July 2014 - August 2015
Wells Fargo January 2013 - June 2014
Wells Fargo May 2009 - January 2013
Wells Fargo March 2006 - May 2009
Wells Fargo September 2004 - March 2006
Wells Fargo March 2004 - August 2004
UPS Capital June 2003 - August 2003
Skills
Loans, Portfolio Management, Credit, Due Diligence, Banking, Underwriting, Real Estate, Financial Structuring, Treasury Management, Commercial Real Estate, Credit Analysis, Real Estate Economics, Financial Analysis, Real Estate Financing, Finance
Education
Southern Methodist University - Cox School of Business 2002 — 2004
MBA, Finance
Purdue University 1994 — 1995
MSME, Mechanical Engineering
Purdue University 1989 — 1993
BSME, Mechanical Engineering
Wells Fargo November 2014 - Present
Travelers May 2011 - August 2013
Travelers November 2005 - May 2011
Skills
Insurance, Auditing, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Internal Audit, Accounting, GAAP, Financial Accounting, General Insurance, US GAAP, Sarbanes-Oxley
Education
Queen Mary, U. of London 1999 — 2002
Bachelor of Science (BSc), Mathematics
Aloha Contract Services September 2014 - August 2015
Atlantic & Pacific Real Estate December 2013 - September 2014
Wells Fargo December 2010 - January 2014
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Facebook, Time Management, Event Planning, Public Speaking, Data Entry, Leadership, Outlook, Management, Access, Sales
Education
University of Hawaii at Manoa 2014 — 2015
Masters of Human Resource Management
University of San Diego 2011 — 2013
BBA, Business Administration, Emphasis in Management, Minor in Italian
Queen Mary, U. of London 2011 — 2011
Ethics in Moral Diversity
The American University of Paris 2011 — 2011
Art History: Parisian Collection
Trinity College, Dublin 2011 — 2011
Psychology
Wells Fargo June 1995 - Present
Wells Fargo formerly Wachovia June 1995 - June 2009
Associates Bancorp. March 1989 - June 1995
Simplicity Pattern Company July 1987 - March 1989
Skills
SDLC, Testing, Software Documentation, Test Planning, Project Management, Leadership, Team Leadership, Analysis, Training, Enterprise Software, Technical Writing, Mainframe, Business Analysis, Requirements Analysis, Requirements Gathering, Software Quality..., Data Warehousing, Defect Tracking, Visio, QTP, Business Intelligence
Education
Purdue University 1981 — 1983
Computer Technology, Computer Programming, Writing, Economics, Communication
Wells Fargo June 2014 - Present
Bank of America March 2010 - February 2014
Wachovia Bank June 2006 - March 2010
University of North Carolina Wilmington February 2001 - May 2006
Skills
Business Intelligence, SharePoint, Business Analysis, Data Warehousing, Visio, SDLC, Business Objects, Analytics, Data Modeling, Database Design, Databases, ETL, SQL, Requirements Gathering, Access, Microsoft SQL Server, IT Strategy, Oracle, Data Analysis, Enterprise Architecture, Integration, Business Process..., PL/SQL, Software Documentation, Analysis, Unix, Solution Architecture, Visual Basic, Dashboard, XML, Disaster Recovery, Project Management, MS Project, Visual Studio, ASP.NET, Testing, Business Intelligence..., C#, Requirements Analysis, SSIS, Process Improvement, Business Requirements, Software Development, Data Warehouse..., Microstrategy, OLAP, .NET, Agile Methodologies, Data Integration, Crystal Reports
Education
Queens University of Charlotte 2008 — 2012
MBA, Business Administration and Management, General
University of North Carolina at Wilmington 2000 — 2005
Bachelor of Science (B.S.), Management Information Systems, General
Silicon Valley Bank September 2006 - Present
Wells Fargo August 1999 - March 2006
Liberty Bank 2006 - 2006
Skills
Banking, Vendor Management, Relationship Management, Risk Management, Portfolio Management, Business Analysis, Financial Services, Process Improvement, Credit Cards, ITIL, Customer Service, Project Management, Management, SDLC, Leadership, CRM, IT Management, Change Management, Team Leadership, Customer Satisfaction, Commercial Banking, Team Building, Credit, Negotiation, Analysis, Sales, Business Process...
Education
Purdue University 2013 — 2015
Master's degree, Educational/Instructional Technology
Weber State University 1999 — 2003
Bachelor of Applied Science (B.A.Sc.), Technical Sales
Wells Fargo Bank November 2013 - Present
Mutual of Omaha Bank October 2012 - November 2013
Wells Fargo June 2005 - October 2012
Autom Church Supply co., Inc. July 1994 - July 2005
Skills
Finance, Commercial Lending, Loans, Credit, Asset Based Lending, Commercial Banking, Small Business Lending, Banking, Lines Of Credit, Financial Analysis, Cash Management, Investments, Credit Analysis, Portfolio Management, Mortgage Lending, Factoring, Wealth Management, Loan Origination, Underwriting, SBA
Education
Purdue University 1988 — 1992
Financial Plannning
Purdue University 1988 — 1992
Financial Planning and Services
Graduate Office Krannert Professional Development Center September 2014 - Present
J.P. Morgan June 2015 - August 2015
Wells Fargo June 2014 - August 2014
Limited Brands June 2013 - August 2013
Adventist Bolingbrook Hospital October 2010 - May 2012
"East Side News" Newspaper August 2010 - May 2012
Skills
Commercial Banking, Financial Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Feature Articles, Interviews, Sales, Time Management, Access, Communication, Public Speaking, Microsoft Office, Teamwork
Education
Purdue University 2012 — 2016
Bachelor of Science, Management and Finance, Minor - Communication
Coca-Cola Bottling Co. Consolidated April 2014 - Present
TIAA-CREF September 2012 - September 2013
Wells Fargo February 2011 - September 2012
Ally Financial Inc. October 2009 - February 2011
Wells Fargo March 2008 - October 2009
Wells Fargo July 2005 - March 2008
Skills
Financial Analysis, Financial Reporting, Financial Modeling, General Ledger, Access, Microsoft Excel, Essbase, Accounting, Reconcilement, Variance Analysis, Process Improvement, Analysis
Education
Queens University of Charlotte 2006 — 2011
Master of Business Administration (MBA), Finance and Technology Management
University of North Carolina at Charlotte 2003 — 2005
Bachelor of Science (B.S.), Accounting
Wells Fargo October 2013 - Present
Wells Fargo March 2013 - October 2013
Bank of America April 2012 - December 2012
Wachovia, A Wells Fargo Company October 2006 - September 2011
Lowe's March 2006 - October 2006
Diverso Global Strategies November 2004 - February 2006
Diverso Global Strategies November 2003 - November 2004
People’s Bank D/B/A Banco de la Gente May 2004 - October 2004
Addison Whitney March 2003 - September 2003
Addison Whitney June 2001 - November 2002
Skills
Process Development, Campaign Execution, Integrated Marketing, Creative Development, Marketing Communications, Team Building, Marketing Management, PowerPoint, Excel, Negotiation, Direct Mail, Product Marketing, Spanish, Marketing, Creative Direction, Multi-channel Marketing, Microsoft Excel, Campaigns, Management, Customer Acquisition, Marketing Strategy, Digital Marketing, Project Management, Banking, Online Marketing, Direct Marketing, Email Marketing, Brand Awareness, Online Advertising, Account Management, Brand Management, Relationship Marketing, B2B Marketing, Digital Strategy, Campaign Management, Web Marketing, Strategy, Market Research, Advertising, Cross-functional Team..., Financial Services, B2B, Customer Experience, Strategic Planning, Lead Generation, Relationship Management, Web Analytics
Education
QUEENS UNIVERSITY 1999 — 2002
Bachelor of Arts, Business Administration
Queens University of Charlotte
Dennis Eakin Kia February 2014 - Present
Dennis Eakin Kia July 2013 - February 2014
Wells Fargo January 2013 - July 2013
Teleperformance January 2010 - December 2012
Target September 2005 - August 2008
Skills
Inventory Management, Training, Management, E-commerce, Leadership, Team Building, Operations Management, Team Management, Office Management, Employee Training, Team Leadership, Business Development, CRM, Project Management, Marketing, Marketing Strategy, Sales Management, Sales
Education
Miami Dade College 2004 — 2007
Associates, Business Administration and Management, General
Queens College
Business Administration and Management, General
Nike Belts and Accessories January 2015 - Present
Real estate School September 2014 - Present
Nike Golf July 2001 - Present
Prospect Mortgage February 2014 - June 2014
Commerce Mortgage March 2013 - March 2014
MegaStar Financial October 2012 - January 2013
Wells Fargo May 2009 - July 2010
Skills
Mortgage Lending, FHA, Refinance, VA loans, USDA, Mortgage Banking, Loan Origination, FHA financing, Loans, Residential Mortgages, Government Loans, Certified Mortgage..., Reverse Mortgages, Non-Conforming, Credit, Construction Loans, Home Equity, Credit Analysis, Commercial Lending, Mortgage Underwriting, Finance, First Time Home Buyers, Real Estate, Real Estate Financing, Referrals, Sales, Investment Properties, Real Estate Economics, Selling
Education
North White
High School/Secondary Diplomas and Certificates
Purdue University
Associate's degree, Mechanical Engineering Related Technologies/Technicians
Old National Bank March 2014 - Present
United Way of Allen County 2011 - Present
Junior Achievement of Northern Indiana 1999 - Present
Wells Fargo April 2012 - March 2014
Fifth Third Bank March 2002 - April 2012
Harris Bank July 1998 - March 2002
Skills
Treasury Management, Commercial Banking, Cash Management, Banking, Credit, Commercial Lending, Merchant Services, Treasury Services, Small Business Lending, Portfolio Management, Credit Analysis, Treasury, Working Capital..., Loans, Cash Flow, Financial Analysis, Risk Management, Banking Relationships, Middle Market, Finance
Education
Purdue University - Krannert School of Management 1994 — 1998
2013-2014 Leadership Fort Wayne
Wells Fargo 2013 - Present
Booz & Company 2011 - 2012
TRX Training 2009 - 2011
Washington Mutual Card Services / JPMorgan Chase (Providian acquired by WaMu in 2005) 2003 - 2009
Providian Financial 1997 - 2003
Providian Financial 1993 - 1997
Internal Revenue Service 1988 - 1993
Skills
Emerging Growth..., Internationalization, Cash Flow Forecasting, Forecast Modeling, Finance Transformation, Process Automation, Reconciliation..., Change Management, Team Leadership, Coaching, Accounting, Budgeting, Financial Reporting, MIS Reporting, Securitization, Forecasting, Budgets, Strategy, Sarbanes-Oxley Act, Corporate Finance, MIS, Process Improvement, Analysis, Due Diligence, Management, Internal Controls, Business Process, Leadership
Education
Purdue University
Bachelor of Science (B.S.), Accounting
City National Bank December 2010 - July 2015
Wells Fargo April 2006 - December 2010
Eden Day Spa and Salon July 1998 - June 2008
Fifth Third Bank December 2002 - March 2006
SunTrust Bank August 2000 - November 2002
Intervest International 1988 - 1998
Skills
Loans, Investments, Business Planning, Insurance, Planning, Project Planning, Finance, Leadership, Management, Business Development, Corporate Finance, Relationship Management, Credit, Banking, Strategy, Commercial Banking, Analysis, Wealth Management
Education
Purdue University 1980 — 1985
BS, Agriculture Economics
Warsaw 1976 — 1980
Wells Fargo January 2015 - Present
Wells Fargo Advisors 2011 - 2015
Wells Fargo Funds Management 2009 - 2011
Wachovia Securities 2005 - 2008
Banc of America Investments 2003 - 2005
BB&T Investment Services, Inc 2000 - 2003
Vanguard Group 1997 - 2000
Skills
Banking, Portfolio Management, Management, Mutual Funds, Fixed Income, Project Management, Risk Management, Leadership, Equities, Financial Risk, FINRA, Asset Management, Management Consulting, Capital Markets, Strategy, Customer Service, Financial Services
Education
Queens University of Charlotte 2008 — 2011
MS, Organization Development
Queens University of Charlotte 2004 — 2008
MBA, Finance
Brookville High School
Virginia Polytechnic Institute and State University
BA, International Studies, (Business and Asian Studies)
Virginia Polytechnic Institute and State University
BA, Communication Studies, (Public Relations)
United Way of Central Indiana August 2015 - Present
Legence Bank November 2013 - January 2014
Legence Bank July 2011 - November 2013
Indiana Downs December 2009 - July 2011
Wells Fargo September 2008 - November 2009
National City Bank September 2000 - March 2006
Teachers Credit Union December 2003 - October 2004
Skills
Customer Service, Loans, Banking, Troubleshooting, Office Management, PowerPoint, Microsoft Excel, Management, Microsoft Office, Microsoft Word, Outlook, English, Research, Windows
Education
Ivy Tech Community College-Southwest 2010 — 2012
Associate of Science (A.S.), Computer Information Systems, B
Purdue University 1997 — 1999
Industrial Management, B
Northwest high school 1994 — 1997
General Education, A
79
Wells Fargo March 2014 - Present
Bank of America September 2013 - March 2014
Bank of America April 2010 - September 2013
Bank of America April 2006 - April 2010
Bank of America February 2001 - September 2006
Bank of America July 1998 - February 2001
Bank of America July 1996 - July 1998
Goldman Sachs October 1994 - June 1996
Goldman Sachs April 1990 - October 1994
Axis Systems Intl January 1987 - January 1990
Skills
Banking, Risk Management, Operational Risk..., ITIL, Business Process..., Change Management, Program Management, Strategy, Cross-functional Team..., Data Center, Management, Leadership, Six Sigma, Team Leadership, Service Delivery, IT Operations, Enterprise Software, Incident Management, Analytics, Disaster Recovery, Financial Services, Infrastructure, Enterprise Architecture, IT Strategy, Process Improvement, Performance Management, PMO, Servers, SDLC, Integration, Mergers & Acquisitions, Project Portfolio..., Vendor Management, IT Management, Business Process, Unix, Forecasting, Business Analysis, Outsourcing, Business Intelligence, Databases, Governance, Project Management, Executive Management, Service Management, Business Transformation, Information Technology, PMP, Business Continuity, Portfolio Management
Education
Queens College 1976 — 1981
BA, Accounting
Queens College 1976 — 1981
Bachelor of Arts, Major Accounting
University of Virginia Community Credit Union August 2014 - August 2015
Brown Automotive Group March 2014 - October 2014
DuPont Community Credit Union June 2013 - March 2014
New American Mortgage July 2012 - May 2013
C & F Mortgage March 2012 - July 2012
Wells Fargo May 2011 - March 2012
AT & T June 2008 - May 2011
Skills
Government Loans, Real Estate, Negotiation, Customer Service, Blogging, Insurance, Relationship Management, VA loans, Residential Mortgages, Sales Management, Mortgage Lending, Mortgage Underwriting, Small Business Lending, Mortgage Banking, Marketing, Financial Analysis, Sales, Budgets, Investments, Investment Properties, Commercial Banking, Reverse Mortgages, Rates, Short Sales, Loans, First Time Home Buyers, Microsoft Excel, Commercial Lending, USDA, Real Estate Economics, Cold Calling, Debt Consolidation, Credit Analysis, Cross Selling, Home Equity Lines of..., Credit, Credit Risk, Banking, Buyer Representation, Loan Origination, FHA, Construction Loans, Home Equity Loans, Underwriting, Refinance, FHA financing, Risk Management, Consumer Lending, Finance, Certified Mortgage...
Education
Purdue University 1982 — 1986
Cicero Insurance Agency & Senior Insurance Plans, LLC August 2012 - Present
Wells Fargo June 2008 - July 2012
American Med-Scan, INc. December 1986 - June 2008
National Life of Vermont June 1977 - December 1986
Skills
Sales Operations, Risk Analysis, Board Leadership, Retirement, Individual Health..., Leadership, Term Life Insurance, Medicare, Qualified Retirement..., Recruiting, Selling, Account Management, Sales, Insurance, Employee Benefits, Retirement Planning, Disability Insurance, Claim, Life Insurance, Long-term Care, Health Savings Accounts, Health Insurance, Brokers, Whole Life, 401k, Underwriting, Benefits Administration, Workers Compensation, Small Business, Estate Planning
Education
Purdue University - Krannert School of Management 1973 — 1977
BS, Marketing & Operations Management
BMO Private Bank October 2014 - Present
BMO Private Bank September 2012 - October 2014
M&I, A part of BMO Financial Group February 2010 - September 2012
Wells Fargo June 2004 - February 2010
Franklin National Bank 1997 - 2001
Skills
Banking, Financial Services, Series 7, Finance, Loans, Credit, Wealth Management, Credit Analysis, Investments, Retirement Planning, Financial Analysis, Strategic Financial..., Private Banking, Portfolio Management, Relationship Management, Financial Planning
Education
Purdue University 1999 — 2004
BS, Selling and Sales Mgmt
Bank of America October 2013 - Present
Time Warner Cable Business Class January 2013 - July 2013
Arts & Science Council (EMBA) April 2012 - August 2012
AvidXchange, Inc. January 2006 - September 2010
Wells Fargo May 2005 - January 2006
Bank of America August 1998 - May 2005
Skills
SEO, Account Management, E-commerce, Social Media Marketing, New Business Development, Business Development, Sales Management, Advertising, SEM, Direct Marketing, Product Marketing, Public Speaking, Business Strategy, PPC, Team Leadership, Business Process..., Technical Training, MS Excel Pivot Tables, Project Planning, Project Management, Organizational Design, Data Analysis, Database Administration, Data Management, Marketing Management, Process Optimization, Business Efficiency, Marketing Communications, SaaS, Competitive Analysis, Fundraising, Customer Service, Management, Strategic Partnerships
Education
McColl School of Business 2011 — 2015
Master of Business Administration (M.B.A.), Executive Master of Business Administration (candidate), 4.0 (4.0)
Queens University of Charlotte 2000 — 2004
Bachelor’s Degree, Business Administration; Marketing Specialization; Professional Golf Management, 3.7 (4.0)
Wells Fargo August 2011 - February 2012
Spherion August 2010 - April 2011
Bank of America April 2004 - May 2005
Bank of America April 1997 - April 2004
Skills
General Ledger, Analysis, Accounting, Banking, Management, Microsoft Excel, Insurance, Customer Service, Loans, Sales, Team Building, Access, Credit, Internal Audit, Retail Banking, Leadership, Call Centers, Finance
Education
Queens College 1979 — 1980
N/A, Accounting, Literature
Academy Mortgage Corporation June 2014 - Present
On Q Financial, Inc June 2013 - June 2014
Wells Fargo December 2003 - May 2013
Countrywide Home Loans February 1998 - November 2003
Centier Bank October 1995 - September 1997
Indiana Federal Bank March 1985 - September 1995
Skills
Mortgage Lending, Mortgage Banking, Retail Banking, FHA, Refinance, Loan Origination, Loans, Residential Mortgages, Customer Service, Credit, VA loans, Real Estate, FHA financing, Sales, Finance, Banking, Leadership, New Home Sales, USDA, Investment Properties, Reverse Mortgages, First Time Home Buyers, Underwriting, Residential Homes, Credit Analysis, Sellers, Government Loans, Construction Loans, Certified Mortgage..., Mortgage Underwriting, Real Estate Financing
Education
International Wine Guild
Purdue University
The Starbucks Coffee Company May 2011 - Present
Wells Fargo January 2006 - May 2011
JP Morgan Chase November 2004 - January 2006
Independent Management Consulting Professional December 2001 - October 2004
LeapSource November 2000 - November 2001
American Express November 1996 - October 2000
Seiko Corporation of America January 1979 - October 1996
Skills
Contract Negotiations, Supply Chain..., Spend Analysis, Supplier Management, Distribution & Logistics, Mergers & Divestitures..., Procure to Pay, Procurement, Supply Management, Risk Management, Procure-to-Pay, Contract Negotiation, Mergers, Vendor Management, Strategic Sourcing, Logistics, Sourcing, Outsourcing, Contract Management, Supply Chain, Global Sourcing, Purchasing, Business Process..., Management, Program Management, Mergers & Acquisitions, Leadership, Analysis, Operational Excellence, Operations Management, Supply Chain Management, Management Consulting, Negotiation, Cross-functional Team..., Process Improvement, Manufacturing, Supplier Negotiation, RFP, Business Strategy, Training, Project Management, Simulations, Strategy, Project Planning
Education
City University of New York-Queens College 1970 — 1972
BA, History Major, Minor in Education
Bronx Community College 1967 — 1969
Associates of Arts
Wells Fargo October 1999 - Present
Skills
Risk Management, Loans, Portfolio Management, Financial Analysis, Banking, Operational Risk..., Credit, Financial Services, Financial Modeling, Relationship Management, Process Improvement, Credit Risk, Finance, Credit Analysis, Mortgage Lending, Commercial Lending, Financial Risk
Education
Purdue University - Krannert School of Management 1986 — 1987
MSIA, Management
United States Air Force Academy 1976 — 1980
BS, Civil Engineering
Wells Fargo April 2012 - Present
Skills
Vendor Management, Technical Support, Team Leadership, Microsoft Office, SharePoint, Microsoft Word, Visio, Leadership, Sales, Business Analysis, Training, Troubleshooting, Windows 7, Active Directory, PeopleSoft, Customer Service, Software Documentation, Microsoft Excel, Team Building, Process Improvement
Education
Purdue University 1973 — 1976
Political Science
Wells Fargo October 2010 - Present
MiTrainer/Valdez Machining July 2009 - October 2010
Xylophone August 2008 - July 2009
MEC Corporation August 2008 - July 2009
Clickincome, inc July 2007 - July 2008
IKON Office Solutions September 2005 - July 2007
INVESTools, Investor Education October 2004 - September 2005
24 Hour Fitness 2003 - 2005
Alpine Securities 1998 - 2002
Skills
Customer Relations, Customer Service, New Business Development, Business Planning, Market Planning, Sales Management, Project Implementation, Solution Implementation, Management, Process Improvement, Marketing, Training, Banking, CRM, Leadership, Project Management
Education
Kelly School of Business, Indiana University 1996 — 1998
Bachelors of Science, Business Management; Economics/Accounting background
Purdue University - Krannert School of Management 1988 — 1992
Bachelor of Applied Science (B.A.Sc.), Accoutning/Finance
Wells Fargo May 2009 - Present
Wachovia September 2001 - October 2008
Solectron 2000 - 2001
Arthur Andersen & Co 1984 - 1989
Education
Purdue University - Krannert School of Management 1980 — 1984
Bachelor of Science, Finance and Accounting
Wells Fargo Advisors January 2015 - Present
Wells Fargo October 2011 - December 2014
UBS January 2001 - September 2011
Godiva 2003 - 2004
NAAAP-NY 2002 - 2004
BHF-BANK 1999 - 2000
Skills
Editing, Public Relations, Crisis Communications, Research, Media Relations, Strategic Planning, Community Outreach, Social Media, Management, Project Management, Investments, Corporate Communications, Strategic Communications, Journalism, Event Management, Content Development, Press Releases, Marketing Communications, Storytelling, Event Planning, Internal Communications, Wealth Management, Leadership, Series 7
Education
Institute of Culinary Education 2005 — 2005
Diploma, Pastry Arts
Queens College
BA, Media Studies, Business And Liberal Arts
Wells Fargo July 2013 - Present
Bank of America June 2010 - July 2013
Ganz February 2007 - July 2008
PPSA Canada 2002 - 2007
Skills
Mobile Devices, Mobile Applications, User Experience, Product Management, Customer Experience, Process Improvement, Mobile Payments, Analytics, Strategic Thinking, Communication Skills, Team Leadership, Building Relationships, Digital Payments, Marketing, Getting The Job Done, Logical Thinker, Process Simplification, Idea Generation, Cross Functional..., New Business Development, Problem Solving, Leading Projects, Agile Project Management
Education
Queen's University
BSc, Computer Science
University of Virginia - Darden Graduate School of Business Administration
MBA, Finance, Strategy
EverBank May 2013 - Present
Ally Financial Inc. October 2011 - July 2012
Tri-Analytics March 2011 - May 2013
Wells Fargo September 2012 - March 2013
Wells Fargo March 2011 - October 2011
Meridian Technologies, Inc. January 2010 - February 2011
Bank of America Merrill Lynch November 2010 - January 2011
Wells Fargo September 2010 - October 2010
Time Warner Cable April 2010 - September 2010
US Government June 2007 - August 2007
Skills
JIRA, Erwin, SharePoint, SQL, C++, Microsoft SQL Server, Access, Microsoft Excel, Visio, MS Project, Quality Center, Enterprise Architect, HTML, Toad Data Modeler, Matlab, SAS, Software Documentation, Entity Relationship..., Ergonomics, Social Psychology, Communication, Contextual Inquiry, Engineering, Problem Solving, Business Analysis, Business Planning, Market Research, Case Studies, Gantt, Operations Research, Requirements Analysis, Business Requirements, Functional Requirements, Systems Analysis, Process Flow, Data Flow Analysis, Data Profiling, Data Management, Project Status Reporting, Test Cases, Defect Tracking, Flow Charts, Volcker, Data Warehousing, Business Process..., Consulting, Requirements Gathering, Analysis, Business Process, Databases
Education
Purdue University 2004 — 2009
Industrial Engineering BS, Engineering, Psychology, Entrepreneurship and Innovation
University of North Florida
N/A, Project Management
Wells Fargo September 2015 - Present
Wells Fargo January 2013 - Present
Wells Fargo March 2010 - Present
Wachovia, A Wells Fargo Company February 2007 - March 2010
Sodexho May 2004 - February 2007
Nextel Communications 2002 - 2004
Memphis Diversity Institute May 1995 - May 2002
Skills
Leadership Development, Organizational..., Employee Engagement, Succession Planning, Talent Acquisition, Change Management, Coaching, Strategic Planning, Organizational..., Inclusion, Diversity strategy..., Conflict Resolution, Executive Coaching, Diversity Scorecards, Employee Resource Groups, Leadership, Onboarding, Talent Management, Strategy, Employee Training, Strategic Partnerships, Nonprofits, Diversity & Inclusion, Organizational Design, Staff Development, Recruiting, Culture Change, Management Consulting, Human Resources, Employee Benefits, Training, Performance Management, Diversity, Workforce Planning, Management, Public Speaking, Personnel Management, Diversity Program..., Career Development, Project Management, Employee Relations, Program Management, Executive Management, Consulting, Applicant Tracking..., HR Consulting, Interviews, College Recruiting, Employer Branding, Budgets
Education
The University of Memphis 1993 — 1998
Ph.D, Social Cognitive Psychology
Purdue University 1988 — 1992
BA, Social Psychology
Wells Fargo July 2014 - Present
Wells Fargo September 2012 - July 2014
Wells Fargo Bank October 2010 - September 2012
Wells Fargo Financial January 2005 - January 2011
Wells Fargo Financial October 2003 - December 2004
Wells Fargo Financial December 2000 - October 2003
Skills
Credit, Loans, Consumer Lending, Mortgage Lending, Risk Management
Education
Purdue University 1997 — 2001
Bachelor of Science in Management, Management, Finance
Wells Fargo July 2015 - Present
Wells Fargo November 2013 - May 2015
Ally Financial Inc. January 2013 - November 2013
Wells Fargo September 2011 - December 2012
TIAA-CREF April 2011 - July 2011
Bank of America September 2009 - April 2011
Textron Financial July 2006 - May 2009
CompuCredit March 2005 - June 2006
Clientlink / CompuCom Consulting May 2000 - February 2005
McKesson September 1999 - May 2000
Skills
Business Analysis, Visio, SDLC, Business Process, Project Management, SharePoint, User Acceptance Testing, Training, Six Sigma, Analytics, Quality Assurance, Leadership, Oracle, Management, Software Development, Business Requirements, Requirements Gathering, CRM, Vendor Management, Business Process..., Requirements Analysis
Education
Queens University of Charlotte 1978 — 1982
B.A., English/Journalism
Farm Credit Services of Mid-America March 2012 - Present
Beck's Hybrids 2005 - Present
MainSource Bank February 2009 - March 2012
MainSource Bank May 2006 - February 2009
Edward Jones 2001 - 2004
Wells Fargo 2000 - 2002
John Deere 1999 - 2000
Skills
New Business Development, Customer Relations, Business Planning, Banking, Product Management, Finance, Credit, Financial Services, Financial Analysis, Account Management, Portfolio Management, Loans, Commercial Banking, Cash Management, Employee Training, Product Design, Product Development, Product Marketing, Agriculture, Agricultural Machinery, Agribusiness, Relationship Management, Loan Origination, Lines Of Credit, Treasury Management, Farms, Sales, Team Leadership, Customer Service, Business Development, Training, Marketing Strategy, Strategic Planning, Process Improvement, Team Building, Contract Negotiation, Sales Management, Negotiation, Market Research, Coaching, Sales Operations, CRM, Risk Management, Small Business, Strategy
Education
Purdue University 1995 — 1999
Bachelor of Science, Agriculture
Rushville Consolidated High School 1991 — 1995
Wells Fargo May 2012 - Present
Redbox March 2010 - May 2012
Wachovia Corporate Investment Bank May 2005 - February 2010
Microsoft January 1996 - May 2005
Osprey Systems January 1994 - January 1995
IKON Technology Services January 1993 - January 1994
Seibels Bruce Insurance Company January 1991 - January 1992
Skills
Integration, Business Intelligence, Web Services, Business Analysis, Enterprise Software, CRM, Software Development, E-commerce, Web Applications, Financial Services, Strategy, Enterprise Architecture, Requirements Analysis, Trading Systems, Consulting, Software Project..., Treasury, Blackberry applications, Banking, Program Management, IT Strategy, Vendor Management, Requirements Gathering, SWIFT payments, SDLC, IT Management, Leadership, Agile Project Management, Project Portfolio..., Management, Agile Methodologies, Data Warehousing, SOA, Microsoft SQL Server, SQL, Cloud Computing
Education
Queens University of Charlotte 2003 — 2005
MBA, Finance
University of South Carolina-Columbia 1989 — 1991
Master of Science, Software Engineering
University of South Carolina 1986 — 1991
Bachelor of Science, Electrical and Computer Engineering
Armand Hammer United World College 1984 — 1986
International Baccaleureate, Sciences
LifeLock September 2007 - Present
Wells Fargo 2003 - 2007
American Express 2001 - 2003
American Express 1995 - 2003
American Express 1999 - 2001
AT&T 1994 - 1995
AT&T 1993 - 1994
Skills
Business Analysis, Vendor Management, Integration, SDLC, Program Management, Six Sigma, Business Intelligence, PMO, Agile Methodologies, Process Improvement, Business Process, Management, Project Management, PMP, Analytics, Business Process..., Agile Project Management, Cross-functional Team..., Databases, Leadership, MS Project, Performance Management, Project Portfolio..., Software Project..., Visio
Education
Purdue University 1987 — 1992
Bachelor of Science, Industrial Engineering
Wells Fargo July 2014 - February 2015
Kaiser Permanente April 2014 - June 2014
Pacific Gas and Electric Company June 2013 - December 2013
Cisco September 2012 - May 2013
Core Logic Dorado November 2010 - April 2012
Wells Fargo Bank February 2010 - August 2010
Metlife Insurance January 2007 - April 2009
Valiant Solutions February 2006 - December 2006
SP Shipping and Freight Forwarding February 2004 - October 2005
Skills
PL/SQL, Unix, Java, SQL, Time Management, Microsoft Word, SDLC, Visio, MS Project, UML, RUP, Data Warehousing, SharePoint, Business Analysis, Requirements Analysis, Agile Methodologies, Project Management, HTML, XML, ITIL, Business Process
Education
City University of New York-Queens College 1998 — 2003
Bachelor of Applied Science (BASc), Computer Science
Speedway LLC July 2013 - Present
Wells Fargo October 2009 - July 2013
Gaylord Entertainment December 2008 - September 2009
MGM Resorts International November 2006 - September 2008
Skills
Customer Service, Customer Satisfaction, Sales, Microsoft Office, Team Building, Team Leadership, Sales Management, Microsoft Word, Management, Outlook, Account Management, Budgets, Process Improvement, Call Centers, Coaching, Strategic Planning, Leadership, Banking, Operations Management
Education
Purdue University 2002 — 2006
Bachelor of Science (B.S.), Hospitality & Tourism Management
Wells Fargo June 2014 - Present
Wells Fargo March 2006 - June 2014
GE Financial July 2005 - March 2006
Wolseley August 2003 - July 2005
Skills
Business Relationship..., Executive Search, Strategic Consulting, Executive Development, Executive Coaching, Executive Communications, New Business Development, Talent Management, Project Management, Marketing Research, Change Management, Talent Development, Quality Management, Leadership, Talent Acquisition, Business Development, Communication Training, Recruiting
Education
UCLA Anderson School of Management 2012 — 2012
Executive Education, Wells Fargo Leaders Program
Purdue University - Krannert School of Management 1999 — 2003
B.S., Industrial Management
Wells Fargo January 2009 - Present
Bank of America April 2007 - January 2009
Bank of America October 2001 - April 2007
Bank of America (Legacy Quick & Reilly) June 2000 - October 2001
Skills
Credit, Mortgage Lending, Consumer Lending, Series 7, Lines Of Credit, Private Banking, Banking, Loans, Wealth Management..., Mortgage Banking, Loan Origination, Refinance, Series 63, Investments, Relationship Management, Residential Mortgages, High Net Worth..., Equities, Mutual Funds, Financial Services, Retirement Planning, Asset Allocation, Home Equity Lines of...
Education
Queens College 1990 — 1994
Bachelor of Arts (B.A.), Psychology, 3.5 GPA
Duke Energy Corporation May 2015 - Present
TD May 2013 - April 2015
Wells Fargo April 2011 - May 2013
Bank of America November 2010 - April 2011
Bank of America April 2010 - October 2010
Skills
Visio, SharePoint, Risk Management, Requirements Gathering, PowerPoint, Professional Writing, DMAIC, Microsoft Excel, PMBOK, Business Process Mapping, Project Management, Program Management, PMO, PMP, Project Delivery, Leadership, Process Improvement, Change Management, Business Requirements, Financial Services, Management Consulting, Capital Markets, Banking, SDLC, Business Process..., MS Project, Business Analysis, Waterfall, Requirements Analysis, Strategic Planning, CRM, Relationship Management, Business Process Design, Securities, Management, Project Portfolio..., Microsoft Project
Education
Villanova University 2009 — 2010
Master Certificate, Applied Project Management
Queens University of Charlotte 2003 — 2005
BA, Organizational Communications
Fifth Third Bank August 2010 - Present
PNC Bank National City Bank September 2007 - August 2010
Wells Fargo December 2006 - September 2007
Chase Bankone First Chicago NBD NBD Bank INB Bank Chesterton State Bank February 1990 - December 2006
Skills
Loans, Mortgage Lending, Retail Banking, Commercial Banking, Finance, Commercial Lending, Consumer Lending, Refinance, Branch Banking, Credit Analysis, Loan Origination, Mortgage Banking, Credit, Cross Selling, Lines Of Credit, Financial Services, Private Pilot, Customer Service, Relationship Management, Residential Mortgages, Notary Public, Sales Management, Residential Mortgage..., Treasury Management..., Cash Handling Experience, Affluent Household..., Savings
Education
Purdue University-North Central Campus 2000 — 2003
Bachelor of Science Degree, Organizatiional Leadership & Supervision Human Resources Emphasis
Long Term Care Certificate 2010 — 2010
Series 6 Investment Company/Variable Contracts Products Limited Representative 2003 — 2003
Series 63 Uniform Securities State Law Exam 2003 — 2003
Indiana State Life, Accident and Health Insurance License 2001 — 2001
Valparaiso University 1993 — 2003
General
Ivy Tech Community College-Northwest 1998 — 2000
Associate of Applied Science, Business Administration
AIB American Institute of Banking 1990 — 1998
Banking Cetrificate and Diploma, Retail Banking and Opertations
FAA 1993 Private Pilot License 1989 — 1993
Visual Flight Rules, Single Engine Land
La Porte High School 1984 — 1988
High School Diploma
Wells Fargo August 2015 - Present
Bank of America October 2011 - August 2015
Bank of America September 2010 - October 2011
Bank of America April 2008 - October 2010
University of South Carolina September 2008 - July 2010
Bank of America March 2007 - April 2008
Bank of America July 2006 - March 2007
Caterpillar August 2004 - December 2004
Caterpillar May 2004 - August 2004
Purdue University January 2003 - May 2004
Skills
Strategic Sourcing, Six Sigma, Vendor Management, International Project..., Business Analysis, Business Strategy, Business Intelligence, Change Management, Contract Negotiation, Data Analysis, Excel, Financial Analysis, Forecasting, Innovation, Team Leadership, Mergers, Program Management, Negotiation, Outsourcing, Organizational..., Strategic Planning, Quantitative Analysis, Quantitative Modeling, Risk Management, Spanish, Problem Solving, Team Building, Team Management, Supply Chain Management, Supply Chain Consulting, Global Delivery, Globalization, Global Operations, Global Strategy, Multilingual, Multicultural Team..., Technical Analysis, Software Lifecycle..., Transition Management, Microsoft Excel, Mergers & Acquisitions, Entrepreneurship, Market Research, Competitive Analysis, Product Innovation, Financial Modeling, Banking, Management, Project Planning, Leadership
Education
University of South Carolina - The Moore School of Business 2008 — 2010
MBA, International Business and Finance, 3.97
Purdue University 2002 — 2006
B.S., Management/Finance, Marketing, MIS and International Business & Economics
Purdue University - Krannert School of Management 2002 — 2006
General Management major with, Finance, Marketing, MIS and International Business & Economics minors
Purdue University-FIE 2005 — 2005
Business Studies in London
NESE - New England School of English 2000 — 2001
ESL
U.E. Santo Tomas de Aquino 1987 — 2000
High School, Science
Exodus Commercial Capital, LLC 2013 - Present
RHL, Inc. 2008 - Present
s2f worldwide, LLC 2009 - 2010
WellPoint 2003 - 2009
Wells Fargo 1999 - 2002
Wells Fargo 1997 - 1999
GE Capital, Consumer Financial Services 1996 - 1997
Skills
Executive Management, Strategic Planning, Strategic Financial..., Process Improvement, Build Strong Teams, Mergers, Operations Management, Risk Management, Federal & State..., Board Governance, Due Diligence, Internal Audit, Internal Controls, Turnaround Initiatives, Start-ups
Education
Purdue University - Krannert School of Management 1987 — 1989
MS, Management
Purdue University - Krannert School of Management 1980 — 1984
BS, Management
Wells Fargo July 2015 - Present
JPMorgan Chase April 2010 - July 2015
Education
Purdue University 2004 — 2008
Myriad Supply November 2014 - Present
Phreesia January 2014 - November 2014
Excell Print & Promotions Inc. October 2011 - December 2013
ReachLocal December 2010 - September 2011
The Bemidji Pioneer October 2009 - December 2010
Wells Fargo January 2007 - October 2009
Purdue University - OnePurdue January 2006 - December 2006
Purdue University - College of Liberal Arts August 2005 - December 2006
Imagineistics, LLC August 2005 - December 2005
Gangelhoff Properties January 2002 - July 2005
Skills
Sales Operations, Sales Process..., Sales Compensation..., Strategic Sales..., Tactical Sales Planning, Sales Management..., CRM, Salesforce.com, Salesforce Training, SaaS, Business Analytics, Data Visualization, Microsoft Excel, QlikView, SQL, Box.net, Contract Management, Xactly, EchoSign, DocuSign, Conga, Lead Generation, Marketing, Digital Marketing, Social Media Marketing, Online Advertising, Social Media, PPC, Google Adwords, SEM, Data Analysis
Education
Purdue University 2005 — 2007
Bachelor of Science (BS), Economics
Macys.com August 2013 - Present
Allscripts November 2012 - August 2013
Blue Shield of California May 2011 - November 2012
Blue Shield of California June 2009 - May 2011
Rainmaker Systems April 2008 - March 2009
United Behavioral Health, UnitedHealth Group March 2006 - April 2008
Wells Fargo March 2003 - March 2006
Charles Schwab October 2000 - December 2002
SmartAge.com September 1999 - September 2000
Skills
Data Warehousing, Banking, Insurance, Brokerage, Business Intelligence, Data Governance, Healthcare, CRM, Databases, Business Analysis, Governance, Database Marketing, Data Analysis, Change Management, Data Integration, Outsourcing, Business Requirements, IT Strategy, Team Management, Requirements Gathering, Data Quality, Leadership, Analysis, Management, Project Management, Strategy, Integration, Vendor Management
Education
Purdue University
MS, Medical Sociology
Jordan Farms April 2011 - Present
Ivy Tech Community College August 2012 - December 2012
Wells Fargo July 2009 - April 2011
Bunge May 2007 - August 2007
Skills
Agriculture, Commodity, Trading, Strategic Planning, Credit, Business Planning, Strategic Financial..., Financial Analysis, Budgets, Forecasting, Investments, Risk Management
Education
Purdue University 2005 — 2009
Bachelor of Science (BS), Agricultural Economics
ALP
Bank of America June 2012 - Present
Purdue University August 2010 - May 2012
Bank of America June 2011 - August 2011
JPMorgan Chase February 2010 - June 2010
Wells Fargo January 2009 - January 2010
Dillards June 2007 - November 2008
Skills
Strategic Planning, Financial Analysis, Market Analysis, Inventory Management, Investments, Small Business, Entrepreneurship, Spreadsheets, Forecasting, Strategy
Education
Purdue University - Krannert School of Management 2010 — 2012
MBA, Finance, Strategy
University of Oklahoma 2003 — 2007
BBA, Entrepreneurship; Marketing, 3.8
Bank of America Home Loans 2008 - 2010
UAMC March 2005 - October 2006
Wells Fargo 1998 - 2005
Weyerhaeuser Mortgage 1993 - 1998
Skills
FHA, Mortgage Lending, Mortgage, Refinance, Loan Origination, Mortgage Industry, Residential Mortgages, Purchase
Education
Hofstra University/Graduate Program
Queens College
B.A., Mass Communications
Procter & Gamble April 2015 - Present
Procter & Gamble August 2014 - Present
Procter & Gamble June 2007 - Present
AT&T May 2006 - August 2006
Wells Fargo 1999 - 2005
Skills
Financial Analysis, Marketing Strategy, Competitive Analysis, Financial Modeling, Forecasting, Pricing, Market Research, Cross-functional Team..., Management, Leadership, Strategic Planning, Business Strategy, Strategy, Analytics, Business Planning
Education
Purdue University 2005 — 2007
MBA, Finance & Marketing
University of Arizona 2000 — 2005
Bachelor's degree, Finance, General
Wells Fargo January 2014 - Present
Snell & Wilmer January 2008 - January 2014
Duane Morris LLP July 2003 - December 2007
Luce Forward September 2000 - July 2003
Gibson, Dunn & Crutcher LLP June 1998 - August 1999
Law Offices of Donald L. Galine 1994 - 1997
Skills
Bankruptcy, Commercial Litigation, Courts, Chapter 11, Mediation, Chapter 7, Real Estate, Litigation, Civil Litigation, Receiverships
Education
University of Michigan Law School 1997 — 2000
J.D., Law
University of California, San Diego 1993 — 1997
Bachelor of Arts, Economics
Queen Mary, U. of London 1995 — 1996
Junior Year Abroad Program
Aragon High School
Aragon High School
Wells Fargo 2010 - Present
Wachovia January 2008 - January 2010
Wachovia Bank May 2006 - December 2007
Wachovia July 2005 - May 2006
Wachovia October 2003 - July 2005
Skills
SDLC, Banking, Vendor Management, Visio, Risk Management, Business Requirements, Autosys, Production Support, SharePoint, Process Improvement, Business Analysis, Requirements Gathering, Access, Windows XP, Project Management, Disaster Recovery, XP, Enterprise Architecture
Education
Queens University of Charlotte 2012 — 2014
Master of Science in Organization Development (MSOD), Organization Development, Attending Now
Queens University of Charlotte 1995 — 2002
BA, Business Administration and Computer Information Systems
Wells Fargo November 2014 - Present
JPMorgan Chase October 2012 - November 2014
Skills
Managed Services, Enterprise Software, Solution Selling, Team Building, SaaS, Cloud Computing, Process Improvement, Salesforce.com, Strategic Planning, Storage, Direct Sales, Virtualization, Sales Process, Customer Service, Account Management, Negotiation, Channel Partners, CRM, Selling, Sales Operations
Education
Purdue University
Strath Haven HS
Wells Fargo December 2013 - Present
Cinema Center October 2013 - Present
Wells Fargo December 2012 - December 2013
Purdue University Krannert School of Management May 2012 - August 2012
Purdue University November 2010 - May 2012
Lawrence Construction Company May 2006 - December 2009
Fort Wayne Museum of Art June 2004 - April 2006
Kohn Pederson Fox Associates September 2000 - March 2001
Skills
Excel, Microsoft Office, Photoshop, Mentoring, Leadership Development, Teaching, Customer Service, Microsoft Excel, Financial Analysis, Credit Analysis, Underwriting, Customer Relations, Customer Retention, Volunteer Training, Marketing, Program Management, Business Analysis, Project Management, Strategy, Data Analysis, Cross-functional Team..., Management, Leadership, Process Improvement
Education
Purdue University - Krannert School of Management 2010 — 2012
Master, Business Administration, 3.6
New York University 2000 — 2004
Bachelor of Arts (B.A.), Art History
NYU London and Florence 2002 — 2003
Wells Fargo October 2007 - December 2010
BB&T June 2005 - April 2007
Wachovia Bank February 1995 - June 2005
BNY Mellon October 1991 - March 1994
SunTrust Bank February 1990 - October 1991
BNY Mellon June 1977 - February 1990
US Army March 1968 - May 1969
US Army October 1966 - January 1968
Skills
Sales Management, Treasury Services, Banking, Consultative Selling, Team Leadership, Situational Leadership, Leadership Development, Mentoring, Coaching, Treasury Management, Selling, Commercial Banking, Cash Management, Leadership, Financial Analysis, Treasury, Investments, Risk Management, Relationship Management, Sales, Strategy, Finance, Product Management, Payments, Commercial Lending, Business Development, CRM, Credit, Financial Services, Loans, ACH, Financial Institutions, Small Business Lending, Portfolio Management, Credit Analysis, Merchant Services, Cross Selling, Electronic Payments
Education
Purdue University - Krannert School of Management 1975 — 1977
MSIA, Finance - Minor:Operations Research
Purdue University - Krannert School of Management 1972 — 1975
BS, Business- Minor: Industrial Engineering
Unity Health Insurance April 2015 - Present
BMO Harris Bank July 2014 - February 2015
Ethoca April 2014 - July 2014
NexJ Systems September 2013 - April 2014
Be The Match operated by National Marrow Donor Program August 2011 - September 2013
UnitedHealthcare March 2009 - August 2011
FICO March 2007 - January 2009
AGA Medical January 2008 - December 2008
DivX, Inc. January 2006 - March 2007
Wells Fargo March 2005 - December 2005
Skills
Business Objects, SQL Server, Oracle, Data Warehousing, ETL, Business Intelligence, Data Modeling, SDLC, PL/SQL, SQL, Database Design, Microsoft SQL Server, Dashboarding, Business Objects Data..., SAP HANA, Databases
Education
Purdue University 1986 — 1991
BS, Finance
Wells Fargo June 2015 - Present
National Association of Black Accountants (NABA) Queens College Chapter April 2015 - Present
Queens College September 2014 - Present
Queens College May 2014 - Present
Queens College January 2014 - Present
National Association of Black Accountants (NABA) Queens College Chapter November 2014 - April 2015
Schutzman Associates January 2015 - February 2015
State of NY Metropolitan Transportation Authority July 2014 - August 2014
Primerica May 2013 - August 2013
Dunkin Donuts March 2012 - October 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Leadership, Public Speaking, Customer Service, Teamwork, PowerPoint, Accounting, Time Management, Data Entry, Critical Thinking, Research, Economics, Confidentiality, Sales, Public Relations, Calculus, Academic Tutoring, PeopleSoft, Communication
Education
Queens College 2012 — 2017
Bachelor of Arts (B.A.), Accounting & Information Systems, 3.7
Thomas A. Edison High School 2008 — 2012
Regents Diploma, Robotics/Electronics Engineering
Loop Capital August 2015 - Present
Loop Capital Markets June 2015 - August 2015
Fuller School of Excellence August 2014 - June 2015
Management Leadership for Tomorrow May 2012 - August 2014
NAACP June 2013 - May 2014
Purdue University June 2010 - May 2014
Wells Fargo January 2013 - August 2013
Wells Fargo January 2013 - January 2013
Kappa Alpha Psi Fraternity, Inc. 2012 - 2013
Kappa Alpha Psi 2012 - 2013
Skills
Microsoft Office, Linux
Education
Purdue University 2010 — 2014
Economics, Finance
Purdue University - Krannert School of Management 2010 — 2014
Economics, Finance
Bank of America April 2015 - Present
INKtopia Limited-Managers of TechWhirl.com April 2011 - Present
The Right Words of NC, LLC 1995 - Present
Wells Fargo May 2013 - November 2014
Coca-Cola Refreshments October 2012 - January 2013
Ally Financial Inc. July 2010 - December 2011
Organic People, Inc 2007 - June 2011
Amdocs March 2007 - March 2008
Evergreen Investments August 2006 - January 2007
TIAA-CREF April 2006 - July 2006
Skills
Technical Writing, Information Design, Marketing Communications, Online Publishing, Change Management, Process Consultation, OCM, Communications Strategy, Change Management..., Content Planning, User Assistance, Online Help Development, Tutorials, Vendor Management, Captivate, E-Learning, Content Strategy, Instructional Design, Web Content Management, Knowledge Management, Content Management, Plannning, Technical Documentation, Strategic Communications, Process Consulting, User Experience, Content Development, Business Analysis, Requirements Analysis, Strategy, Requirements Gathering, Information Architecture, Process Improvement, Training, Management, Software Documentation, SharePoint, Leadership, Marketing, Analysis, Proposal Writing, Writing, Editing, Strategic Planning
Education
Queens University of Charlotte 2002 — 2005
Master of Arts
Virginia Commonwealth University 1978 — 1983
Bachelor of Science
Wells Fargo October 2013 - Present
Wells Fargo Bank May 2010 - October 2013
Wachovia Corporation September 2000 - August 2010
BedandBreakfast.com January 1999 - August 2000
BedandBreakfast.com August 1997 - December 1998
Skills
Web Analytics, Digital Marketing, Analytics, SEO, Online Marketing, online advertising, Digital Media, search engine..., search engine marketing, Marketing Communications, Online Advertising, Marketing, Strategy, Advertising, SEM, B2B, Web Marketing, Management
Education
Purdue University 1992 — 1996
BA, Communications, Advertising specialty
Wells Fargo July 2004 - Present
Marriott International 2000 - 2002
Walker Information 1996 - 2000
Skills
Segmentation, Market Research, Customer Insight, Marketing Research, Brand Loyalty, Competitive Intelligence, Competitive Analysis, Marketing Strategy, Customer Experience, Strategic Planning, Market Analysis, Database Marketing, Customer Analysis, Qualitative Research, Marketing, Positioning, Financial Services, Customer Satisfaction, Cross-functional Team..., Advertising Research, Strategy
Education
Purdue University - Krannert School of Management 1992 — 1996
B.S.
University of Georgia - Terry College of Business 2004 — 2004
Certificate
La Valencia Hotel February 2014 - Present
L07 Consulting June 2008 - December 2013
Island Data Corpoartion March 2005 - July 2008
Wells Fargo March 2003 - March 2004
Sempra Energy 2001 - 2003
Elgar Electronics 1999 - 2001
US Navy 1988 - 1992
Education
Purdue University 1993 — 1997
Wells Fargo June 2015 - Present
Televerde January 2013 - June 2015
Tyto Solutions April 2011 - December 2012
Wells Fargo Bank October 2009 - April 2011
Wells Fargo February 2003 - February 2009
Schoenfeld International June 2002 - February 2003
Fairway Independent Mortgage Corporation fka UHMC May 1998 - June 2002
Nordictrack Inc May 1996 - May 1998
United Technologies February 1995 - May 1996
Skills
Operational Excellence, Executive Management, Six Sigma, Business Intelligence, Business Strategy, Strategic Planning, Data Warehousing, Predictive Analytics, QlikView, Hadoop, Microstrategy, DB2, Marketing Strategy, Mobile Product..., Product Management, Data Governance, High Performance Teams, Big Data, Web Analytics, Master Data Management, Mortgage Lending, Teradata, SAP, Data Quality, Forecasting, Capacity Planning, Project Management, Business Process, Operations Management, Analytics, Enterprise Architecture, Strategy, Enterprise Software, Management, Business Analysis, IT Strategy, Program Management, SDLC, Change Management, ETL, Process Improvement, Outsourcing, Consulting, Business Development, Entrepreneurship, Integration, Data Modeling, Data Integration, Business Process..., Software Development
Education
University of Saint Thomas 2001 — 2002
MBA, Information Technology
Purdue University 1988 — 1993
BS, Mechanical Engineering
University of St. Thomas 2005 — 2005
Green Belt, Six Sigma
Wells Fargo June 2015 - Present
Bank of America April 2005 - June 2015
JP Morgan Chase 2000 - 2005
Education
Purdue University 1997 — 2000
Wells Fargo July 2013 - Present
Wells Fargo August 2010 - July 2013
Wells Fargo July 2007 - August 2010
Bayview Financial May 2004 - July 2007
Bigler, Berry, Johnston, Sztykiel & Hunt, P.C. June 2002 - March 2004
Miller, Shpiece & Tischler, P.C. January 2002 - June 2002
Law Offices of Christopher S. Varjabedian, P.C. June 2001 - August 2001
Levine, Benjamin, Tushman, Bratt, Jerris and Stein, P.C. November 1998 - June 2001
Skills
Loans, Banking, Credit, Mortgage Lending, Commercial Lending, Insurance, Real Estate, Legal Research, Relationship Management, Portfolio Management, Mortgage Banking, Underwriting, Negotiation, Strategic Planning, CRM, Customer Service, Sales, Loan Origination, Residential Mortgages, Customer Satisfaction, Document Review, Legal Writing, Trust Services, Non-Qualified Deferred..., Business Relationship..., Communication, 1031 Exchanges, Commercial Real Estate, Estate Planning, Plannning, Legal, Civil Litigation, Construction Loans, Analytic Thinking, Teaching, Education, Microsoft Excel, Commercial Banking, Real Estate Economics, Financial Services, Commercial Mortgages, Budgets, Executive Management
Education
University of Detroit Mercy School of Law 1995 — 1998
J.D.
Purdue University 1988 — 1992
B.A., Education
Wells Fargo September 2001 - Present
Wells Fargo October 1999 - September 2001
Wells Fargo February 1999 - October 1999
Providian Financial 1997 - 1999
Benefit Consultants, Inc. - A Division of Cendant Corp. 1995 - 1997
Benefit Consultants, Inc. - A Division of Cendant Corp. 1993 - 1995
Skills
Portfolio Management, Customer Acquisition, Direct Marketing, Customer Experience, Product Development, Customer Retention, Financial Services, Marketing Activation, Banking, Credit Cards, Analytics, Credit, Product Management, Relationship Management, Segmentation, Mergers, Risk Management, Payments, Strategy, Financial Analysis, Marketing, Vendor Management, Lead Generation, Program Management, New Business Development, Strategic Partnerships, Executive Management, CRM
Education
Purdue University - Krannert School of Management 1990 — 1992
M.S., Management
University of California, Irvine 1986 — 1990
B.A., Economics and Psychology
Wells Fargo November 2012 - Present
Quicken Loans May 2012 - November 2012
Zenta/Accenture Credit Service August 2009 - May 2012
United Guaranty Corporation March 2009 - June 2009
Wells Fargo Home Mortgage June 2007 - October 2007
Wells Fargo Home Mortgage August 2006 - April 2007
Wells Fargo Home Mortgage November 2003 - July 2006
Fidelity Mortgage January 2002 - November 2003
Fidelity Mortgage/Delta Funding 2001 - 2003
Delta Funding Corporation September 1996 - December 2001
Skills
Mortgage Lending, Risk Analysis, Underwriting, Team Management, Loans, Risk, Auditing, Credit, Mortgage, Credit Analysis, Mortgage Banking, Risk Management, Conventional, Credit Risk, Mortgage Industry, Mortgage Underwriting, Insurance, Customer Service, Management, Loan Origination, Training, Mortgage Servicing, Team Building, Financial Risk, FHA, Portfolio Management, Commercial Lending, Banking, Residential Mortgages, Refinance, Loss Mitigation, Loan Servicing, Consumer Lending, Executive Management
Education
Queens College 1972 — 1974
Wells Fargo June 2014 - Present
Wells Fargo May 2010 - May 2014
SUPERVALU July 2008 - April 2010
VA Medical Center June 2007 - August 2007
Target June 2006 - August 2006
Cargill June 2005 - September 2005
Skills
Internal Audit, Auditing, Sarbanes-Oxley Act, Internal Controls, SAP, Process Improvement, Microsoft Office, Cantonese, Mandarin, Lotus Notes, Coordination, Organization, IT Operations, Problem Solving, Leadership, Writing
Education
University of Minnesota-Twin Cities 2003 — 2008
Economics
Queen Mary, U. of London
Wells Fargo MortgageWells Fargo Home MortgageNovember 2001 - Present
Irwin Union Bank 1993 - 2000
Education
Purdue University 1979 — 1983
Bachelor’s Degree, Economic and Engineering
Wells Fargo October 2012 - Present
Wells Fargo May 2011 - October 2012
Wachovia, A Wells Fargo Company May 2009 - May 2011
Wachovia July 2008 - May 2009
Wachovia Bank July 2006 - July 2008
Wachovia Bank September 2000 - July 2006
The Mills Corporation July 1999 - September 2000
Parks Consulting August 1997 - July 1999
Skills
Risk Management, PMO, Banking, Financial Services, Strategy, Vendor Management, Project Portfolio..., Governance, Process Improvement, Business Process, E-commerce, Relationship Management, SDLC, Program Management, Management Consulting, Change Management, Strategic Planning, Business Process..., Portfolio Management, Management, Mergers & Acquisitions, Cross-functional Team..., Project Management, Leadership, IT Strategy, Product Management, Internet Banking, Mergers, Resource Management
Education
Queens University of Charlotte 2000 — 2002
MA, Organizational Communication
Queens University of Charlotte 1993 — 1997
Bachelor of Arts (B.A.), Corporate Communications
Patelco Credit Union February 2013 - Present
Charles Schwab Bank September 2011 - February 2013
Bank of America August 2010 - September 2011
Wells Fargo May 2009 - August 2010
FirstPlace / Wachovia Bank October 2008 - December 2008
Wachovia Bank March 1999 - October 2008
Onyx Acceptance 1998 - 1999
WFS Financial 1996 - 1998
Union Federal Bank 1993 - 1996
Skills
Leadership Development, Leadership, Process Improvement, Program Management, Risk Management, Management, Change Management, Strategy, Strategic Planning, Training, Team Leadership, Mortgage Lending, Banking, Account Management, Financial Services, Loans, Project Management, Budgets, Credit, Business Planning, Coaching, Committed to..., Business Analysis, Portfolio Management, Analysis, Relationship Management
Education
CHS
Purdue University
Bachelor of Arts (BA), Biological Sciences
Macys.com November 2010 - Present
Wells Fargo 2009 - January 2011
Barclays Global Investors 2005 - 2009
E2open 2005 - 2005
Failsafe Systems 2003 - 2004
Vertica Software 1999 - 2001
Canon Research, America 1998 - 1999
MDL Information Systems 1987 - 1998
Education
Purdue University
Wells Fargo April 2015 - Present
Barclays Investment Bank June 2013 - April 2015
Morgan Stanley September 2011 - April 2013
Moody's Investors Service January 2010 - August 2011
Moody's Investors Service August 2007 - December 2009
Moody's Investors Service June 2005 - August 2007
S&P 2004 - 2005
Standard & Poor's January 2001 - January 2004
Skills
Debt, High Yield, Corporate Finance, Financial Modeling, Finance, Bloomberg, Bloomberg Terminal, Fixed Income, Capital Markets, Credit Analysis, Valuation, Commercial Lending, Asset Based Lending, Credit, Due Diligence, Financial Analysis
Education
Queens College 2001 — 2004
Bachelor of Arts, History
Wells Fargo August 2012 - Present
Wells Fargo Home Mortgage October 2009 - Present
CBS Radio/WZLX January 2005 - January 2006
Skills
Mortgage Banking, Mortgage Lending, FHA, Loan Origination, Sales, Real Estate, Credit, Loans, Social Media, REO, Residential Mortgages, Investment Properties, Marketing, Refinance, First Time Home Buyers, FHA financing, Customer Service
Education
Queens College 1999 — 2003
Wells Fargo Assistant Branch ManagerThe New York Mortgage CompanyAugust 2001 - June 2007
Education
Queens College
Swift Communications, Inc. October 2010 - Present
First Independent Bank of Nevada September 2008 - May 2010
Wells Fargo January 2000 - May 2008
US Bank 1993 - 2000
Education
Purdue University
BS, Mathematics and Computer Science
Stanford University
Certified Program Manager
University of St. Thomas
Master of Business Administration (MBA), Strategic Planning
Wells Fargo September 2009 - Present
Wachovia March 2006 - September 2009
Fidelity Investments 1996 - 2006
Evergreen/Keystone Investments April 1994 - October 1996
Skills
P&L Management, Competitive Analysis, Strategic Planning, Marketing Strategy, Sales Campaigns, Product Development, Retirement, Product Management, Cross-functional Team..., Business Strategy, Marketing Management, Management, Business Development
Education
Purdue University
BA
Aflac August 2015 - Present
TownePlace Suites by Marriott December 2014 - June 2015
Wells Fargo December 2013 - December 2014
Fort Wayne Community Schools January 2009 - December 2013
Skills
Sales, Team Building, Customer Service, Leadership, Event Planning, Budgets, Hospitality, Management, Marketing, Microsoft Office, Event Management, Hospitality Management
Education
Purdue University
Bachelor's degree, Hotel, Motel, and Restaurant Management
Purdue University
Bachelor's degree, Hotel, Motel, and Restaurant Management
Pandora Jewelry CEE August 2014 - Present
Disney ABC Television Group July 2014 - Present
Pandora April 2014 - Present
Wells Fargo December 2013 - Present
Aaron's, Inc July 2012 - Present
Primrose Schools August 2008 - June 2012
Purdue University August 2005 - August 2008
Skills
TFS, Microsoft Test Manager, Microsoft SQL Server, Visual Studio, Regression Testing, Version One, Captivate, Agile Methodologies, SDLC, Macromedia Dreamweaver, Camtasia Studio, Adobe Photoshop, Adobe Illustrator, Flash Animation, Macromedia Breeze, Adobe Connect, Blackboard, WebCT Vista, Moodle, Learning Management..., HP Quality Center, JIRA, Scrum, Team Leadership, Functional Testing, Requirement Analysis
Education
Purdue University 2005 — 2008
Master of Science (M.S.), Educational Technology
Tokyo Institute of Technology 1998 — 2000
Master of Engineering (M.E.), Computer Science
University of Madras 1993 — 1996
Bachelor of Science (B.S.)
Citi April 2013 - Present
Wells Fargo June 2010 - September 2012
Fifth Third Bank June 2007 - June 2010
Bank of America April 2002 - May 2007
Bank of America 1994 - 2002
Bank of America 1989 - 1994
Bank of America 1984 - 1989
Skills
Treasury Management, Commercial Banking, Treasury Services, ACH, Financial Analysis, Portfolio Management, ERP and Treasury..., Project Management, Process Improvement, Public Speaking, SWIFT payments, Electronic Payments, Sales, Wire Transfers, Banking, Cash Management, Financial Services, Integration, Training, Management, Business Development, Payment Systems, Payments, Mergers & Acquisitions, Financial Risk, Executive Management, E-commerce, Finance, Consulting, Leadership, Risk Management, Program Management, Relationship Management, CRM, Credit Cards, Internet Banking, Product Management
Education
Purdue University-North Central Campus
Computer Science
Wichita State University
Computer Science
Wells Fargo September 2013 - Present
Wells Fargo July 2013 - September 2013
Wells Fargo February 2002 - July 2013
ExecuTrain September 1994 - May 2001
Skills
Portfolio Management, Change Management, Risk Management, Banking, Business Analysis, Training, Strategy, Management, Leadership, SDLC, Mergers & Acquisitions, Process Improvement, Financial Analysis, Program Management, Vendor Management, Customer Service
Education
Purdue University
Wells Fargo 2006 - Present
Scottish Re August 2005 - October 2006
Education
Purdue University 2004 — 2005
Master, applied statistics in computational finance
Purdue University 2000 — 2005
Ph.D, financial mathematics
Wells Fargo August 2014 - Present
DNP IMS America Corporation Photo Imaging Division August 2013 - August 2014
Volvo September 2011 - September 2012
Wells Fargo March 2010 - September 2011
General Dynamics Land Systems March 2008 - September 2011
General Dynamics AIS February 2007 - March 2008
Skills
Testing, Test Planning, Test Management, Quality Assurance, SDLC, Oracle, Oracle E-Business Suite, Program Management, Information Security, Performance Testing, User Acceptance Testing, Quality Center, Defect Tracking, Test Automation, Process Improvement, Software Quality..., Requirements Analysis, Project Management, Business Analysis, Manual Testing, Integration, SQL, Vendor Management
Education
Queens College 1971 — 1974
BLA, History
U.S. Bank May 2014 - Present
Wells Fargo February 2002 - May 2014
Education
Purdue University 1988 — 1993
Bachelor's degree, Computer Science
Wells Fargo October 2011 - Present
Karobar Inc April 2008 - Present
Barclay/Lehman/Aurora bank May 2009 - October 2011
Citigroup August 2007 - December 2008
Citi November 2006 - August 2007
Citi June 2005 - November 2006
Citi June 2004 - June 2005
McDonald's January 2001 - November 2003
Aromabiz International-Welcome Corp February 1997 - August 2000
Al-Khair University College of Information Technology January 1996 - August 2000
Education
Harvard Business School/Citi Corporate Training 2000 — 2008
Certificates, Leadership/Management/Languages/History
Saint Louis University 2001 — 2003
Master, International Business
Quaid-e-Azam University, Islamabad 1994 — 1996
M.Phil, Analytical/Inorganic Chemistry
Quaid-e-Azam University, Islamabad 1992 — 1994
MSc, Chemistry
University of the Punjab, Lahore 1988 — 1991
BSc, Mathematics, Physics, Chemistry
Franklin First Financial, Ltd. November 2014 - Present
Wells Fargo December 2012 - Present
Residential Mortgage Division, LLC an Affiliate of Wells Fargo Home Mortgage June 2010 - December 2012
Wells Fargo Home Mortgage February 2009 - June 2010
Countrywide Home Loans September 2005 - January 2009
JP Morgan Chase September 1998 - August 2005
Skills
Refinance, Investment Properties, FHA, FHA financing, VA loans, Residential Mortgages, Banking, Construction Loans, Credit, Credit Analysis, FHA Financing, Financial Analysis, Financial Reporting, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Mortgage Underwriting, Reverse Mortgages, USDA, VA Loans
Education
Queens College 1997 — 2000
Bank of America September 2010 - Present
Wells Fargo July 2006 - August 2010
Wachovia February 2003 - April 2006
Hyogo Prefectural Board of Education July 2000 - July 2001
Skills
Project Planning, Project Implementation, Project Execution
Education
Queens University of Charlotte 1997 — 2000
B.A, Political Science
Wells Fargo March 2007 - Present
Cowen and Company November 1993 - March 2007
Skills
Fixed Income, Portfolio Management, Equities, Series 7, Financial Analysis, Financial Services, Securities, Series 24, Capital Markets, Financial Modeling
Education
Queens College 1975 — 1980
BA, Accounting
Wells Fargo August 1995 - Present
Nat West bank 1980 - 1995
Skills
SDLC, Business Analysis, Testing, Quality Assurance, Banking, Process Improvement, PMO, Portfolio Management, Financial Risk, Risk Management, Finance
Education
Queens College 1972 — 1976
BA, Economics
Wells Fargo September 2014 - Present
Wells Fargo Insurance Services May 2008 - September 2014
Wachovia August 2002 - August 2005
Goldman Sachs September 1999 - March 2002
Salomon Smith Barney 1996 - 1999
Leviton Manufacturing Co., Inc. 1987 - 1996
Skills
Expense Management, Insurance, Outlook, Microsoft Excel, Lotus Notes, Administrative..., Financial Services, Finance, PowerPoint, Employee Benefits, Risk Management, Travel Arrangements, Banking, Customer Service, Relationship Management, Calendaring, Managing Database, Confidentiality, Salesforce.com, Credit, Benefits Administration, Financial Analysis, Collaborative Problem..., Spreadsheets, Process Scheduler, Microsoft Publisher, Meeting Planning, Coordinate Meetings, Multi-tasked, Mentoring and training..., Planet Wholesale, Distribute and track..., Co-Leader of Employee..., Administrative..., Investments
Education
Queens College 1983 — 1986
Wells Fargo November 2014 - Present
Wells Fargo Advisors January 2008 - October 2014
A.G. Edwards & Sons, Inc. June 1999 - December 2007
Skills
Mutual Funds, Investments, Asset Management, Investment Advisory
Education
Washington University in St. Louis - Olin Business School 1998 — 2001
MBA
Purdue University 1987 — 1992
B.S. Industrial Engineering
Wells Fargo Securities September 2014 - Present
Wells Fargo October 2011 - September 2014
Wells Fargo August 2009 - October 2011
Evergreen Investments April 2007 - July 2009
Wachovia Securities, LLC December 2006 - April 2007
Skills
Financial Analysis, Credit Analysis, Financial Modeling, Leveraged Finance, Leveraged Lending, Capital Markets, Credit Risk, Recapitalizations, Due Diligence, Transaction Experience, Underwriting, Cross Selling, Bloomberg, Series 63, Series 79, Investments, Portfolio Management, Credit
Education
Queens University of Charlotte 2008 — 2010
MBA, Finance
University of North Carolina at Charlotte - Belk College of Business 2003 — 2006
BSBA, Marketing and Finance
Wells Fargo October 2013 - Present
Wells Fargo October 2007 - Present
Wells Fargo May 2004 - October 2007
Wells Fargo Financial 1999 - 2002
Wells Fargo Financial May 1998 - February 2000
Skills
Credit, Portfolio Management, Banking, Financial Analysis, Loans, Strategy, Credit Analysis, Leadership, Finance, Financial Services, Executive Management, Process Improvement, Forecasting, Credit Risk, Mergers & Acquisitions, Vendor Management, Credit Cards, Strategic Planning, Risk Management, Financial Risk, Analytics, Mortgage Lending, Underwriting, Business Analysis, Change Management, Management, Consumer Lending, Loan Origination, Financial Modeling
Education
University of Alabama 1996 — 1998
Finance, Banking and Financial Services
Purdue University 1994 — 1995
Industrial Management
Wells Fargo September 2013 - Present
JPMorgan Chase (successor to WaMu/Washington Mutual) October 2009 - September 2013
HRCS December 2007 - March 2008
Washington Mutual October 2002 - December 2007
Jackson National Life November 2001 - July 2002
AppleOne September 2000 - November 2001
The Options Group April 2000 - August 2000
Skills
Direct Sourcing, Salary Negotiation, Interviewing, Sales, Benefits Negotiation, Recruiting, Sourcing, Human Resources, Interviews, Management, Hiring, Talent Acquisition, Cold Calling, Employee Relations, Onboarding, Technical Recruiting, Applicant Tracking..., Temporary Placement, College Recruiting
Education
Purdue University 1993 — 1997
BA, Accounting/Finance
Beacon Health Options February 2014 - Present
Mobile Scripts March 2010 - February 2014
One Health Network March 2010 - February 2014
JPMorgan Chase May 2008 - March 2010
Wells Fargo May 2007 - August 2007
The International Bank of Miami August 2004 - August 2006
Skills
Financial Modeling, Credit Risk, Financial Analysis, Risk Management, Valuation, Investments, Underwriting, Mergers, Asset Managment, Finance, Corporate Finance, Strategic Financial..., Asset Management, Mergers & Acquisitions, Analysis, Portfolio Management, Process Improvement
Education
Purdue University - Krannert School of Management 2006 — 2008
MBA, MBA, concentration in Finance
University of Florida 1997 — 2001
Bachelors of Science, Business Administration
Wells Fargo May 2015 - Present
Wells Fargo July 2012 - May 2015
Bank of America March 2012 - June 2012
JPMorgan Chase November 2010 - December 2011
Harris Bank October 2007 - October 2010
Wells Fargo Financial October 2005 - October 2007
Enterprise Rent-A-Car August 1999 - October 2005
Skills
Consumer Lending, Relationship Management, Small Business Lending, Retail Banking, Sales Management, Credit, Coaching, Customer Satisfaction, Customer Service, CRM, Banking, Sales Process, Leadership, P&L Management, Team Building, Marketing, Management, Customer Retention, Sales, Talent Acquisition, Customer Relations, Talent Development, Profit & Loss Management
Education
Purdue University 1997 — 2001
Organizational Leadership, Management, Computer Technology
Whitfield High School 1991 — 1997
High School
Wells Fargo September 1999 - Present
SHRM Texas State Council 2003 - 2010
Wachovia Dealer Services 2006 - 2009
WFS Financial 1999 - 2006
Education
Purdue University 1984 — 1988
BA, Psychology
SPHR Certification
Wells Fargo June 2014 - Present
The Newport Group December 2012 - June 2014
PenServ Plan Services January 2012 - November 2012
VALIC May 2010 - February 2012
Applied Pension Professionals January 2010 - May 2010
Lincoln Financial Group August 2008 - January 2010
Menards Inc September 2007 - August 2008
Skills
Microsoft Excel, Outlook, Sales, Customer Service, PowerPoint, Microsoft Word, Accounting, Time Management, Management, Networking, Management Development, Recording, 401k, Insurance, Retirement Planning, Strategic Financial..., Retirement, Investments, Mutual Funds
Education
Purdue University - Krannert School of Management 2002 — 2007
Bachelor of Science, Management
The Hartford July 2014 - Present
Wells Fargo January 2013 - July 2014
Seeking next opportunity April 2012 - January 2013
Wells Fargo November 2010 - March 2012
Duke Energy Corporation 2000 - 2010
Skills
Treasury Management, Cash Management, Treasury Services, Banking, Financial Analysis, Treasury, Cash Flow Forecasting, Liquidity, Corporate Finance, Auditing, Process Improvement, Mergers & Acquisitions, Project Management, Banking Relationships, Payments, Analysis, Portfolio Management, Liquidity Management, Credit Risk
Education
Queens University of Charlotte 1986 — 1990
BA, Business and Psychology
Wells Fargo August 2014 - Present
Federal Home Loan Bank of Des Moines August 2010 - August 2014
Innovative Energy Solutions November 2008 - August 2009
USPTO November 2007 - August 2008
Skills
Econometrics, Statistical Modeling, Financial Risk
Education
University of Chicago 2009 — 2010
Master of Science (MS), Financial Mathematics
Purdue University 2004 — 2007
Master of Science (MS), Electrical Engineering
Purdue University 1999 — 2003
Bachelor of Science (BSEE), Electrical and Electronics Engineering
Wells Fargo November 2014 - Present
Citi January 2013 - July 2014
Citi February 2008 - December 2012
OppenheimerFunds October 2005 - December 2007
Skills
Bloomberg, Financial Modeling, Investment Banking, Equities, Fixed Income, Valuation, Capital Markets, Derivatives, Portfolio Management, Hedge Funds, Equity Research, Corporate Finance, Financial Analysis
Education
Queens College 2012 — 2015
Master of Science (MS), Risk Management
Queens College 2001 — 2005
Corporate Finance
Wells Fargo February 2013 - Present
Education
Purdue University
Bachelor of Arts (BA)
Valparaiso University
Doctor of Law (JD)
Wells Fargo March 2012 - Present
BB&T Equipment Finance 2006 - 2012
Coca-Cola Bottling Co. Consolidated March 2001 - May 2006
Cameron Springs-Perrier Group January 1998 - January 2001
Skills
Analysis, Business Intelligence, Data Analysis, Banking, Financial Reporting, Financial Analysis, Visio, SQL, Oracle, Oracle SQL, SQL Server, Crystal Reports, HTML, Microsoft Office, Excel, Access, Business Objects, Microstrategy, Data Migration, Business Metrics, Salesforce.com, Data Extraction, Regulatory Reporting, Report Generation, VBA, Databases, Budgeting, Business Analysis, Data Warehousing, Software Development, System Configuration, Leadership, Java, Mortgage Banking, Testing, Requirements Analysis, Software Design, Microsoft Excel, Requirements Gathering
Education
Purdue University 1996 — 2000
Finance
Wells Fargo April 2013 - Present
Astoria Federal Savings June 2007 - December 2012
Skills
Commercial Banking, Banking, Retail Banking, Loans, Credit, Small Business Lending, Commercial Lending, Consumer Lending, Mortgage Lending, Cross Selling
Education
Queens College 2007 — 2011
Bachelor's degree, Psychology
Wells Fargo
Skills
Loans, Commercial Lending, Commercial Banking, Portfolio Management, Credit Analysis, Credit
Education
Purdue University
MBA
UCLA
BA
Avon February 2013 - Present
Wells Fargo March 2010 - Present
Education
Washtenaw Community College 2002 — 2005
Associate of Arts (A.A.)
Purdue University 1996 — 1998
Wells Fargo April 2012 - December 2012
Cablevision October 2008 - February 2012
Skills
Computer Hardware, Computer Repair, Computer Security, Computer Maintenance, Network Security, Computer Network..., Network Architecture, Network Design
Education
University of Phoenix 2011 — 2015
Associate of Arts (AA), Information Technology
Queens College