Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Salaries. You can even request information on how much does Wells Fargo pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
Bank of America July 2015 - Present
GTE Financial September 2014 - July 2015
Wells Fargo February 2013 - September 2014
Bank of America January 2012 - January 2013
JPMorgan Chase September 2009 - November 2011
HSBC Mortgage Services October 2006 - August 2009
Skills
Mortgage Banking, Underwriting, Mortgage Lending, Microsoft Office, Foreclosures, Microsoft SQL Server, Loan Modifications, Loss Mitigation, Windows Server, VA Loans, Python, FHA Financing, FNMA, Harp, Tax Returns, Credit Reports, Financial Calculations, Credit Analysis, Mortgage Underwriting, Loan Closings, Time Management, Process Improvement
Education
St. Petersburg College 2014 — 2016
Bachelor's Degree, Project Management
Keiser University-Tampa 2011 — 2013
Associate of Science (AS), Computer Science
Solutran May 2015 - Present
Urnes Consulting Services, LLC 2012 - Present
Emerson Process Management 2005 - 2012
Lifetouch March 2005 - June 2005
Wells Fargo 2003 - 2005
Carlson Marketing Group 2002 - 2003
Honeywell 1996 - 2002
Fingerhut 1993 - 1996
Skills
Oracle, Databases, Oracle Applications, Oracle E-Business Suite, ERP, Data Warehousing, SQL, Unix, Microsoft SQL Server, PL/SQL, Solaris, Performance Tuning, Data Migration, Integration, Shell Scripting
Education
St. Olaf College
Bachelor of Arts (B.A.), Mathematics and Computer Science
J&J Private Consulting May 2014 - Present
Wells Fargo March 2014 - September 2014
Best On Travel Network, Inc. March 2008 - December 2013
CrowdGather - StreakSmart February 2009 - 2011
Sprint via T-Cellular July 2007 - February 2009
Skazz Productions/Skacore Records August 2004 - December 2007
Skills
Customer Service, Sales, Marketing Strategy, Social Media, Email Marketing, Marketing, New Business Development, Negotiation, Social Networking, Time Management, Sales Management, Strategic Planning, Digital Marketing, Management, Account Management, Social Media Marketing, Team Building, Business Strategy, Start-ups, Advertising
Education
University of South Florida 2015 — 2017
Bachelor’s Degree, Cultural Anthropology
St. Petersburg College 2007 — 2013
Associate of Arts (AA), Music, 3.6
St. Petersburg High School 2003 — 2007
High School, General Studies, 3.8
CU Direct May 2014 - Present
Grow Financial Federal Credit Union August 2010 - May 2014
Regions Financial Corporation September 2005 - August 2010
Wells Fargo November 2002 - September 2005
Skills
Retail Banking, Credit Analysis, Sales Management, Business Development, Compliance, Loan Origination, Credit Reports, Auditing, Branch Management, Branch Banking, Corporate Finance, Mortgage Lending, Loans, Consumer Lending, Credit, Commercial Lending, Commercial Banking, Banking, Credit Risk, Small Business Lending, Finance, Financial Services, Portfolio Management, Management, Risk Management, Credit Unions, Customer Service, Team Building, Leadership, Financial Analysis, Underwriting, Sales, Strategic Planning, Marketing, Relationship Management
Education
University of Tampa 2010 — 2015
Master of Science (MS), Finance, General
St. Petersburg College 2003 — 2010
Bachelor of Science (BS), Management and Organizational Leadership
Banting
Wells Fargo March 2014 - Present
Chip Brumm painting 2010 - 2012
APP May 2009 - August 2009
Skills
Microsoft Excel, Sports, Team Leadership, Time Management, Microsoft Office, Communication, Microsoft Word, Access, Problem Solving, Information Technology, PowerPoint, Social Networking, Arrow, ICMP, Adobe, PDF Creator, Management, Data Analysis, Analysis
Education
Augsburg College 2010 — 2013
Bachelor's degree, Management Information Systems, General
St. Olaf College 2009 — 2010
Economics
Lakeville south highschool 2005 — 2009
Wells Fargo Bank July 2014 - Present
Charter One Bank September 2013 - April 2014
Wells Fargo January 2013 - March 2013
Wells Fargo September 2011 - January 2013
Wells Fargo April 2010 - September 2011
Rajah Travel Corporation March 2009 - August 2009
InterContinental Hotels Group April 2006 - December 2008
Skills
Customer Service, Banking, Sales, Management, Loans, Credit, Process Improvement
Education
Magsaysay Training Center 2006 — 2006
Diploma, IATA/UFTAA Travel and Tourism Foundation Course
University of Santo Tomas 2002 — 2006
Bachelor of Science (BS), Tourism and Travel Services Management
St. Scholastica's College Manila 1992 — 2002
Highschool
Wells Fargo February 2014 - Present
Wells Fargo February 2013 - February 2014
Wells Fargo March 2012 - February 2013
Wachovia, A Wells Fargo Company July 2010 - March 2012
Gap Inc./Old Navy May 2006 - December 2010
Skills
Organizational Behavior, Fast Learner, efficient, Management, Loss Prevention, Time Management, Customer Service, Cash Flow, Customer Experience, Credit, Coaching, Retail Banking, Deposits, Teamwork, Microsoft Office, Process Improvement
Education
St. Petersburg College 2007 — 2009
Greenway Health October 2012 - Present
Wells Fargo November 2011 - October 2012
David's Bridal October 2010 - April 2012
CVS Pharmacy November 2006 - September 2010
Skills
Software Documentation, Salesforce.com, Call Centers, Training, Customer Service, Cross-functional Team..., Outlook, Team Building, Process Improvement, Customer Satisfaction, CRM, Team Leadership, Management, Microsoft Office, Time Management, Team Management, Inventory Management
Education
St. Petersburg College 2011 — 2013
Associate of Arts (AA)
Keller Williams Realty, Inc. May 2015 - Present
Crye Leike Realtors June 2014 - Present
Chick-fil-A at Olive Branch October 2013 - July 2014
Mercury Insurance February 2013 - October 2013
Wells Fargo August 2012 - March 2013
Chick-fil-A at Westfield Countryside Mall September 2006 - August 2012
Skills
Budgets, Restaurant Management, Microsoft Excel, Restaurants, Sales, Customer Service, Assisting First Time..., Buyers, First Time Home Sellers, Food, Investment Properties, Leadership, Sellers, First Time Home Buyers, Single Family Homes, Buyer Representation, Foreclosures, Real Estate, Short Sales, Relocation
Education
St. Petersburg College 2010 — 2014
Management and Organizational Leadership
Alarm.com January 2013 - Present
Feider Legacy Music Studios January 2005 - Present
Wells Fargo October 2011 - December 2012
Applebee's August 2011 - January 2012
WIC June 2011 - August 2011
St. Olaf College September 2008 - May 2011
McDonald's Corporation July 2007 - April 2011
St. Olaf College December 2007 - May 2009
Skills
Spanish, Customer Service, Teaching, Critical Thinking, Teamwork, Microsoft Office, Problem Solving, Interpreting, English, Data Analysis
Education
St. Olaf College 2007 — 2011
Bachelor of Arts cum laude, Spanish, Linguistic Studies
Eagan High School 2003 — 2007
Wells Fargo April 2014 - Present
Wells Fargo Capital Finance October 2010 - April 2014
Branch Banking & Trust Co. October 2000 - June 2009
Barnett Bank August 1988 - August 2000
Skills
Time Management, Retail Banking, Outlook, Consumer Lending, Loan Origination, Credit, Financial Modeling, Recruiting, Financial Analysis, Banking, Loans, Credit Analysis, Customer Satisfaction, Underwriting, Mortgage Lending, Customer Retention, Commercial Lending, Customer Service, Cash Management, Microsoft Excel, Portfolio Management, Sales, Finance, Sales Management, Account Management, Microsoft Office, Management, Commercial Banking, Small Business Lending, Cross Selling, Leadership, Retail, Relationship Management
Education
St. Petersburg College 1986 — 1988
Pinellas Technical Institute 1983 — 1985
C1 February 2013 - Present
Wells Fargo August 2011 - February 2013
US Census Bureau March 2009 - September 2010
Creative Memories 1999 - 2010
ACES Tutoring October 2008 - February 2009
HomeSchool Source Co-op August 1994 - February 2009
Pineas Parent Educators Association July 1998 - July 2003
Skills
Business Builder, ViSalus Business Builder, Time Management, Training, Leadership, Marketing, Fundraising, Customer Service, Newsletters, Sales, Small Business, Teaching, Management, Discount Travel Packages
Education
Melinda Stortenbecker
Associate of Science (A.S.), Interior Design
St. Petersburg College
AS, Interior Design
State of Minnesota March 2013 - Present
Star Tribune April 2012 - March 2013
Ameriprise Financial February 2011 - April 2012
State of Minnesota January 2009 - February 2011
Wells Fargo June 2008 - December 2008
Skills
Employee Benefits, HRIS, Social Networking, Recruiting, Training, Communication Skills, PeopleSoft, Workers Compensation, Onboarding, New Hire Orientations, Human Resources, Benefits Administration, HR Policies, Interviews
Education
University of Minnesota-Twin Cities 2009 — 2013
Masters, Human Resource Development
St. Olaf College 2004 — 2008
Bachelor's of Arts, Spanish, Management Studies
Delta Air Lines January 2014 - Present
Delta Air Lines January 2013 - January 2014
Delta Air Lines September 2008 - January 2013
Wells Fargo May 2010 - July 2011
Sandpearl Resort April 2009 - May 2010
Bank of America June 2007 - August 2008
Skills
Customer Service, Banking, Retail, Hospitality, Airlines, Team Leadership, Customer Experience, Customer Support, Microsoft Office, Axis, Charter, Training, Aircraft, Flights, Operations Management, Management
Education
University of South Florida 2011 — 2013
Bachelor of Arts (BA), Accounting and Finance
St. Petersburg College 2009 — 2011
Associate of Arts (AA), Business/Commerce, General
Tradition Mortgage April 2008 - Present
Esquire Title Service January 2014 - Present
Wells Fargo April 2003 - April 2008
Skills
Mortgage Banking, Residential Mortgages, Mortgage Lending, Refinance, FHA, Loan Origination, Finance, VA loans, First Time Home Buyers, USDA, Loans, Credit, FHA financing, Reverse Mortgages, Investment Properties, Government Loans, Certified Mortgage..., Underwriting, FHA Financing
Education
St. Olaf College 1999 — 2003
BA, Economics and Management
Eden Prairie High School 1997 — 1999
Wells Fargo June 2012 - Present
Wells Fargo August 2009 - July 2012
The Clean Bee Soap Co., LLC April 2004 - August 2009
Peregrine Capital Management March 2005 - February 2009
Capital Growth Advisors, LLC May 2003 - March 2005
Augsburg Fortress Publishers June 2001 - May 2003
Skills
SharePoint, Web Design, HTML, Web Content Management, Metadata, Taxonomy, Project Management, Change Management, Training, Marketing, Event Planning, Strategic Planning, Microsoft Office..., Project Planning, New Business Development, Microsoft Office, Entrepreneurship, Social Media, Social Networking, Editing, Social Media Marketing, Proofreading, Management, Customer Service, Public Speaking, Marketing Communications, Event Management, Creative Writing, Marketing Strategy, Team Leadership, Strategic Communications, Sales, Leadership, PowerPoint, Advertising, Retail, Customer Satisfaction, Data Analysis, Coaching, Online Marketing, Program Management, Analysis, Research, Business Development
Education
University of Saint Thomas - School of Business 2006 — 2011
MBA, Entrepreneurship
St. Olaf College 1997 — 2001
BA cum laude, English
University College Dublin 1998 — 1999
(part of BA), English, Celtic Studies
Dairy Queen January 2015 - Present
Village Homes of Edinborough September 2010 - Present
Dairy Queen May 2013 - December 2014
Dairy Queen April 2012 - May 2013
Dairy Queen June 2006 - March 2012
Wells Fargo January 2003 - June 2006
Skills
Process Improvement, Analysis, Strategic Planning, Budgets, Microsoft Office, Project Management, Project Planning, Financial Analysis, Social Media, Forecasting, Leadership, Training
Education
St. Olaf College 1998 — 2002
Bachelor of Science (BS), Mathematics
Wells Fargo August 2007 - Present
Bank of America October 2006 - April 2007
Bank of America September 2003 - October 2006
Bank of America September 2001 - September 2003
Bank of America September 2000 - September 2001
Bank of America February 1999 - September 2000
First Union National Bank December 1997 - December 1998
Skills
Process Improvement, Performance Management, Call Center, Management, Leadership, Six Sigma, Strategic Planning, Training, Banking, Business Strategy, Human Resources, Customer Service, Vendor Management, Finance, Coaching, Call Centers, Employee Relations, Operations Management, Team Building, Risk Management, Customer Satisfaction, Business Analysis, Financial Services, Time Management
Education
Professional Development 2002 — 2008
St. Petersburg College
Management and Organizational Leadership, Project Management
Tucker County High School
Raymond James Financial Inc. July 2010 - Present
Raymond James Financial Inc. October 2008 - July 2010
Wells Fargo September 2006 - October 2008
Discover Card September 2002 - August 2006
Skills
Hard worker,..., Good interpersonal..., Trading, Financial Services, Outlook, Team Building, Mutual Funds, Problem Solving, Building Relationships, Train Staff, Customer Satisfaction, Call Center Development, Cross-functional..., Customer Retention, Departmental Development, Performance Management, Analysis, Training, Customer Service, Time Management, Banking
Education
St. Petersburg College 2014 — 2017
Bachelor of Business Administration (B.B.A.)
University of Phoenix 2008 — 2010
Associate of Arts (A.A.), Business Administration and Management, General
Ethos Risk Services April 2014 - Present
Achieva Credit Union November 2012 - April 2014
Achieva Credit Union February 2012 - November 2012
Wells Fargo June 2010 - August 2011
Skills
Risk Management, Background Checks, Due Diligence, Intelligence, Investigation, Corporate Security, Fraud, Internal Investigations, Private Investigations, Risk Assessment, Physical Security, Security Operations, Security Management
Education
University of South Florida 2010 — 2013
Bachelor of Arts (B.A.), Psychology, Pre-Professional
St. Petersburg College 2007 — 2009
Associate of Arts (A.A.), Life Sciences
Lockton Companies November 2013 - Present
Wells Fargo August 2008 - October 2013
Wells Fargo June 1996 - August 2008
Skills
401k, Employee Benefits, Retirement, ERISA, Investments, Compliance, Risk Management, Plan Design, Deferred Compensation, Pensions, Defined Benefit, Sales, Mutual Funds, Retirement Plan..., Retirement Planning, Relationship Management, Financial Services
Education
St. Olaf College 1988 — 1992
Bachelor of Arts (BA), Economics
JP Morgan Chase Bank, N.A. October 2013 - Present
Wells Fargo October 2012 - October 2013
T-Mobile April 2000 - August 2012
Education
St. Petersburg College 1999 — 2001
Associate of Arts (A.A.), Business Administration and Management, General
Erik's Ranch & Retreats 2014 - Present
Coldwell Banker Real Estate November 2012 - April 2014
Coldwell Banker Real Estate May 2012 - October 2012
Wells Fargo May 2011 - August 2011
Delta Sky magazine November 2009 - November 2010
Key Professional Media July 2009 - October 2009
Lerner Publishing Group September 2008 - March 2009
Mpls.St.Paul magazine December 2007 - May 2008
AmeriCorps September 2005 - August 2007
Skills
Writing, Copy Editing, Wordpress, Project Coordination, Research, Blogging, Organizational..., Creative Nonfiction..., Therapeutic Listening, Disability Rights, Building Relationships, Retaining Customers, Real Estate, Multicultural..., Magazines, Leadership, WordPress
Education
St. Olaf College 2001 — 2005
Bachelor of Arts, American, Racial, and Multicultural Studies/Women's Studies
TEKsystems 2012 - Present
Wells Fargo Advisors 2009 - 2012
Wells Fargo 2009 - 2012
Strategic Staffing Solutions 2008 - 2009
Wachovia Securities 2008 - 2009
Wachovia Securities 2008 - 2009
Pinnacle 2006 - 2008
Bright House Networks 2003 - 2006
Visual Communications International / Contractor's Publishing Company January 2001 - January 2002
Descartes Systems Group January 1998 - January 2000
Skills
Business Analysis, Project Coordination, Project Planning, Project Implementation, Infrastructure Planning, Infrastructure Projects, System Administration, Operating Systems, Systems Analysis, Requirements Analysis, Infrastructure, IT Management, Software Development
Education
St. Petersburg College 2004 — 2005
Certification, Linux Systems Administration
Mt. Lebanon High School 1981 — 1985
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
St. Petersburg College
Wells Fargo April 2014 - Present
F. Clayton Tyler, P.A. February 2013 - Present
Stormy Cycle November 2012 - Present
TEKsystems June 2013 - December 2013
Tampa Bay Lightning September 2011 - February 2012
Lebhar-Friedman, Inc June 2009 - March 2011
Kforce May 2009 - June 2009
Seminole Electric Cooperative January 2008 - April 2009
Abbott Northwestern Hospital / Allina Healthcare Systems January 2002 - September 2003
Abbott Northwestern Hospital / Allina Healthcare Systems October 2000 - January 2002
Skills
Microsoft SQL Server, Visio, Microsoft Office, Testing, SQL, Active Directory, Cerner, HTML, QuickBooks, Quicken, ArgoUML, NetBeans, Rational Robot, Visual Studio, C#, Oracle SQL, Service Desk Express, VMware, GoDaddy, Website Building, SEO, PeopleSoft, PeopleTools
Education
University of South Florida - College of Business Administration 2011 — 2012
Master of Science (MS), Management Information Systems, General, 3.54
University of South Florida - College of Business Administration 2007 — 2009
Bachelor of Science (BS), Management Information Systems, General, 3.14
St. Petersburg College 2005 — 2006
Associate of Arts (A.A.), Business/Commerce, General, 3.41
Palms of Pasadena Hospital January 2015 - Present
Palms of Pasadena Hospital October 2011 - March 2015
Wells Fargo December 2006 - June 2010
Sun Cruz June 2004 - November 2006
Skills
Customer Service, Microsoft Excel, Healthcare, Microsoft Word, Leadership, Outlook, Concur, Cactus, Management, Executive..., Medical Staff..., Data Entry, Team Leadership, Executive Office..., Public Speaking, Administrative..., Events Coordination, Hospital Reimbursement, Financial Counseling, Research, Upside, PowerPoint, Contract Creation, Ethics, Administration, Hospitality, Registration, Teller Operations, Credentialing
Education
St. Petersburg College 2004 — 2014
Associate's degree, Business Administration and Management, General
Hillsborough Community College 2005 — 2007
Wells Fargo January 2015 - Present
Wells Fargo January 2006 - Present
Home December 2004 - January 2006
GE Capitol January 2000 - January 2002
Skills
Analytics, Databases, Business Analysis, SQL, Data Analysis, Business Intelligence, Analysis
Education
St. Olaf College 1993 — 1996
Bachelor of Arts (BA), Economics / Statistics
Regions Financial Corporation July 2013 - Present
Regions Financial Corporation July 2013 - Present
Wells Fargo December 2012 - October 2013
Florida Capital Bank November 2012 - July 2013
Skills
Customer Service, Customer Satisfaction, Building Relationships, Sales, Bilingual-English/Albani..., Professional..., Communicating with..., Professional written..., Sales Presentations, Cross Selling, Value Selling, Education and Guiding..., Investment Banking, Commercial Banking, Home Equity Loans, Business Loans, Unsecured Loans, Car Loans
Education
St. Petersburg College 2012 — 2015
Associate's degree, Business Administration and Management, General
Northeast High School 2005 — 2008
High School, General Studies
State Farm September 2005 - Present
USSA 2004 - 2009
Wells Fargo September 2004 - September 2005
Skills
Insurance, Health Insurance, Life Insurance, Long-term Care, Retirement Planning, Disability Insurance, Public Speaking, Term Life Insurance, Commercial Insurance, Property & Casualty..., Fixed Annuities, Retirement, Long Term Care Insurance, Coaching, Mutual Funds, Fundraising, Strategic Planning, Customer Service, Strategic Financial..., Underwriting, General Insurance, Leadership, Sales, Marketing, Team Building, Financial Services, Sales Management, Small Business, Finance, New Business Development, Investments
Education
St. Olaf College 2000 — 2004
Bachelors, Economics and Psychology
Bank of America November 2011 - Present
Wells Fargo 2013 - 2014
Wells Fargo 2013 - 2014
Raymond James & Associates, Inc August 2011 - November 2011
Vangent, Inc. February 2011 - July 2011
PricewaterhouseCoopers LLP June 2004 - December 2010
Murray Manor of Tampa Inc January 2002 - June 2004
2nd Century Communications January 1999 - January 2001
Intermedia Communications /Apollo Network Solutions January 1998 - January 1999
Data-Tech 1998 - 1999
Skills
Active Directory, ITIL, Servers, Data Center, Cisco Technologies, SharePoint, Security, Microsoft Exchange, Unix, IIS, Troubleshooting, Microsoft SQL Server, Solaris, System Administration, Hyper-V, SDLC, Process Improvement, Disaster Recovery, IT Strategy, Enterprise Architecture, Citrix, Web Services, Project Management, System Deployment, Windows Server, Information Security, IT Management, Business Analysis, Technical Support, Switches, Routers, Microsoft Technologies, Oracle, Infrastructure, Windows, Information Technology, HP, Enterprise Software, SCCM, SOA, Networking, IT Service Management, Architectures, Virtualization, Integration, Network Security, Cloud Computing, VMware, Operating Systems, IT Operations
Education
New Horizons, Sharepoint class 2011 — 2011
Certificate, Sharepoint 2010
St. Petersburg College 2006 — 2010
Bachlelor, Technology Management with a minor in Information Security Assurance
Appalachian State University August 2014 - Present
dfc@1123.hotmail.com July 2010 - Present
Wells Fargo January 2008 - July 2010
Wachovia Corporation January 2007 - December 2007
Wachovia Bank June 2000 - December 2006
First Union/Wachovia Corporation May 1995 - June 2000
First Union National Bank 1995 - 2000
PNC May 1994 - May 1995
Barnett Bank May 1989 - May 1994
Burdines, Federated Department Stores June 1979 - June 1989
Skills
Customer Experience, Mergers, Budget Management, Acquisition Integration, Strategic Planning, Budgets, Sales, Customer Service, Segmentation, Marketing, Program Management, Analytics, Marketing Strategy, Mergers & Acquisitions, Leadership, Strategy, Training, Integrated Marketing, Public Relations, Brand Management, Recruiting, Vendor Management, Advertising, Social Media, Process Improvement, Online Marketing, Management, Integration, Banking, Financial Services, Executive Management, Branding & Identity, Business Planning, Forecasting
Education
University of Phoenix 2011 — 2013
Master of Business Administration (MBA), Honors
University of Phoenix 2003 — 2005
BS, Accounting
St. Petersburg College 1978 — 1980
AA, Business Administration
Ecolab September 2013 - Present
Ecolab July 2011 - August 2013
University of Minnesota April 2010 - May 2011
Ecolab June 2010 - August 2010
Wells Fargo May 2005 - July 2009
Skills
Fixed Income, Financial Modeling, Mutual Funds, Financial Analysis, Investments, Corporate Finance, Valuation, Investment Management, Finance, Asset Management, Analysis
Education
University of Minnesota - Carlson School of Management 2009 — 2011
MBA, Finance
St. Olaf College 2001 — 2005
BA, Economics, Mathematics
Appollo Wind Technologies, LLC July 2009 - Present
Wells Fargo December 2007 - June 2009
Bank of America September 2002 - December 2007
AmSouth Bank 1998 - 2000
Skills
Banking, Strategic Financial..., Loans, Investments, Mortgage Lending, Mergers, Credit, Financial Analysis, Wealth Management, Portfolio Management, Due Diligence, Strategic Planning, Financial Modeling, Investment Advisory, Corporate Finance, Insurance, Finance, Mergers & Acquisitions, Managerial Finance, Investment Banking, Strategy, Risk Management, New Business Development, Financial Services, Venture Capital, Asset Management, Mutual Funds, Executive Management, Business Planning, Securities, Private Banking, Private Equity, Equities, Alternative Investments
Education
St. Petersburg College
AA, Finance
York University
Economics
Carrabba's Italian Grill August 2011 - Present
Wells Fargo June 2008 - January 2012
American Eagle Outfitters February 2007 - May 2008
Limited Too March 2005 - February 2007
Skills
Food Service, Restaurant Management, Bartending, Restaurants, Hospitality, Food, Food & Beverage, Customer Service, Inventory Management, Time Management, Hospitality Management, Customer Satisfaction, Catering
Education
St. Petersburg College 2014 — 2017
Bachelor's degree, Operations Management and Supervision
St. Petersburg College 2010 — 2014
Associate of Arts (A.A.), General Studies
Wells Fargo October 2006 - Present
Publix Super Markets June 1997 - January 2007
Education
St. Petersburg College 2001 — 2002
Boca Ceiga High School 1997 — 2001
Wells Fargo February 2013 - Present
Wells Fargo August 2011 - February 2013
Purdue University June 2010 - June 2011
Augsburg Fortress Publishers January 2010 - January 2010
St. Olaf College August 2008 - May 2009
Burton's Pools May 2008 - August 2008
Aquarius Pools & Spas June 2007 - September 2007
Skills
Research, Microsoft Office, Microsoft Word, Statistics, Qualitative Research, Quantitative Research, Ethnography, Leadership
Education
St. Olaf College 2006 — 2010
BA, Sociology, Anthropology, Russian Area Studies
Wells Fargo December 2013 - Present
Wells Fargo July 1990 - December 2013
Skills
Retirement, Investments, Motivation, Leadership, Financial Services, Pensions, Mutual Funds, 401k, Risk Management, Retirement Planning, Banking, Morningstar, Insurance, Relationship Management, Management
Education
St. Olaf College 1977 — 1981
BA, Social Work
Keller Williams Realty, The Salem Team 2012 - Present
Wells Fargo May 2010 - May 2012
Preferred Mortgage February 1999 - May 2010
Verizon Wireless April 1989 - May 1997
Skills
Sales, Account Management, Real Estate, First Time Home Sellers, First Time Home Buyers, Assisting First Time..., Putting the Customer..., First Time Home Buyer..., Mortgage Lending, Telephone Skills, Selling, New Home Sales, Single Family Homes, Cold Calling, FHA, HUD, Qualifying Prospects, Marketing, Residential Homes, Move Up Buyers, Condos, Investment Properties
Education
St. Petersburg College 1994 — 1996
LPN, Nursing
US Bank August 2010 - Present
Perkins Financial Consulting, LLC June 2008 - February 2011
Delta Environmental Consultants, Inc 1996 - 2007
US Bank 1989 - 1996
US Bank 1983 - 1988
Wells Fargo 1980 - 1983
Education
University of St. Thomas - Opus College of Business
Mini-Master in Medical Technology Management
St. Olaf College 1976 — 1980
B.A., Economics
BNY Mellon September 2014 - Present
56 Pine Street Condominium May 2006 - Present
J.M. Davis Consulting June 2014 - September 2014
UBS June 2013 - April 2014
Citi Personal Wealth Management June 2011 - June 2013
OppenheimerFunds May 2010 - June 2011
OppenheimerFunds February 2000 - May 2010
ABN AMRO Bank N.V. April 1998 - February 2000
South Carolina Federal Credit Union June 1996 - April 1998
Wells Fargo September 1993 - June 1996
Skills
Strategic Marketing, Strategy, Integrated Marketing, Digital Marketing, Investments, Mutual Funds, Asset Allocation, Portfolio Management, Public Speaking, Product Management, Retirement, Retirement Planning, Defined Benefit, Defined Contribution, Public Relations, Online Advertising, Institutional..., DCIO, Financial Services, Web Analytics, IRAs, Business Management, Cross-functional Team..., Financial Advisory, Pensions, Management, Marketing, Leadership, Equities, CRM, Marketing Strategy, Social Media Marketing, Brand Development, FINRA Series 24, FINRA Series 7, FINRA Series 63, Series 63
Education
St. Olaf College 1986 — 1990
BA Economics, Business Management, Liberal Arts
Samsung Mobile September 2014 - Present
Wells Fargo September 2012 - November 2014
T-Mobile September 2007 - September 2012
T-Mobile June 2007 - September 2007
T-Mobile November 2005 - June 2007
StarLite Cruises June 1999 - October 2005
Skills
Direct Sales, Quotas, Account Management, Customer Satisfaction, Sales Management, Sales, Sales Process, M2M, Retail, Cold Calling, Customer Service, 4G, Cellular Communications, Wireless, Salesforce.com, B2B, Team Leadership, Sales Presentations, Team Building, Telecommunications, Training, Management, Lead Generation, Customer Retention, Leadership, CRM, New Business Development, Customer Experience, Sales Operations
Education
St. Petersburg College 2006 — 2011
B.A, International Business
St. Petersburg College
A.A, Applied Science
Wells Fargo December 2009 - Present
Wells Fargo June 2001 - December 2009
Wells Fargo January 2006 - April 2008
Bank One/JP Morgan June 1999 - June 2001
Wells Fargo February 1994 - June 1999
Skills
Wealth Management, Portfolio Management, Asset Allocation, Leading Change, Collaborative Leadership, Sales Management, Investments, Strategy Execution, Leadership Development, Equities, Investment Management, Alternative Investments, Fixed Income, Mutual Funds, Investment Advisory, Asset Management, Investment Strategies, Wealth Management..., Securities, Financial Services, Financial Advisory, High Net Worth..., Relationship Management
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA
CFA Institute 1995 — 1997
CFA designation
St. Olaf College 1989 — 1993
BA, Economics
Wells Fargo Private Bank October 2012 - Present
Wells Fargo Private Bank November 2009 - October 2012
Wells Fargo 2004 - 2009
Education
University of Minnesota Law School
St. Olaf College
BA, Biology and Speech Majors
Millennium Laboratories January 2013 - Present
NNNPRO Group of Marcus and Millichap October 2012 - Present
Talk of the Town Restaurant Group October 2010 - November 2012
Wells Fargo June 2012 - September 2012
medreps.com 2012 - 2012
MedReps.com 2012 - 2012
Hometronics June 2011 - August 2011
Island Way Grill August 2009 - June 2010
Applebee’s June 2008 - October 2009
Skills
Microsoft Office, Bartending, Cash Handling Experience, PowerPoint, Public Speaking, Restaurants, Social Networking, Organized Multi-tasker, Constant Contact, Microsoft Excel, Social Media Marketing, Restaurant Management, Microsoft Word, Customer Service, Pinterest, Marketing Research, Reasoning Skills, Sales
Education
University of Central Florida 2010 — 2012
BS, Finance, Marketing
St. Petersburg College 2008 — 2010
Associate of Arts (A.A.)
SunTrust December 2014 - Present
SunTrust Bank July 2012 - Present
St.Petersburg City Theater June 2009 - Present
Wells Fargo February 2011 - July 2012
St. Petersburg College August 2008 - May 2011
Forever 21 March 2009 - March 2011
American Eagle Outfitters August 2007 - February 2009
Cheryl lee studio of dance August 2005 - July 2008
Limited Too March 2006 - February 2008
Skills
Dance, Musical Theatre, Teaching, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Time Management, Public Speaking, Coaching, Banking, Outlook, Cash Management, Retail, Team Leadership, Team Building, Teamwork, Training, Sales, Credit Cards, Fundraising, Retail Banking
Education
St. Petersburg College 2014 — 2016
Bachelor's Degree, B.A.S in Business Management and Organizational leadership
University of South Florida 2013 — 2014
Bachelor of Arts (B.A.), Business Administration and Management, General
St. Petersburg College 2008 — 2013
Associate's Degree, Elementary Education and Teaching
BGM TruNorth Wealth Partners April 2015 - Present
McGladrey August 2010 - March 2015
Accredited Investors, Inc. 2007 - 2010
Wells Fargo 2006 - 2007
Cargill Value Investment 2004 - 2006
Skills
Retirement Planning, Wealth Management, Estate Planning, Strategic Financial..., Asset Managment, Investments, Financial Advisory, Retirement, Investment Advisory, Risk Management
Education
St. Olaf College 1999 — 2003
BA, Economics, Family Studies
Wells Fargo November 2014 - Present
United Wholesale Mortgage 2014 - 2014
Quicken Loans 2013 - 2014
Wells Fargo 2010 - 2013
CIBC FirstCaribbean International Bank 2005 - 2009
Skills
Mortgage Lending, Loans, Credit, Mortgage Banking, Banking, Loan Origination, Finance, Refinance, Residential Mortgages, Credit Analysis
Education
University of South Florida 2010 — 2012
Bachelor's Degree, Business Administration and Management, General
St. Petersburg College 2008 — 2010
Associate's degree, Business Administration and Management, General
College of the bahamas
Wells Fargo February 2014 - August 2015
Wells Fargo January 2012 - February 2014
Wells Fargo Advisors May 2008 - December 2011
Citi July 2007 - May 2008
Rob Apple, Inc May 2001 - June 2007
Solomon Grey Financial December 1999 - April 2001
Apple Financial Services, Inc October 1996 - December 1999
Raymond James Financial, Inc. July 1989 - October 1996
Raymond James Financial, Inc. February 1988 - June 1989
Skills
Risk Management, Brokerage, Financial Services, Financial Risk, Operational Risk, Internal Audit, Financial Analysis, Banking, Finance, Auditing, Control mapping, Risk Self Assessments, Control Testing, Privacy Compliance, Compliance Program..., Operational Risk..., Mentoring, SOX 404, FINRA CEO Certification, Management, Microsoft Office, Customer Service, Strategic Planning, Microsoft Excel, Project Management, Change Management, Accounting, Microsoft Word, Team Building, PowerPoint, Leadership, Business Analysis, Basel, Financial Reporting, Negotiation, Public Speaking, Research, Training, Business Process..., Teamwork, Coaching, Program Management, Risk Assessment, Process Improvement, Analysis, Team Leadership, Internal Controls, Time Management, Outlook, Forecasting
Education
University of Tampa 1998 — 1999
Bachelor’s Degree, Accounting
University of South Florida 1986 — 1989
Accounting, Economics, and Finance
St. Petersburg College 1982 — 1986
Associate’s Degree, Accounting and Finance
Financial Partners Credit Union April 2011 - Present
SD Medical Federal Credit Union April 2011 - June 2015
SD Medical Federal Credit Union April 2011 - December 2013
Wells Fargo April 2010 - January 2011
Skills
Banking, Credit, Loans, Customer Service, Sales, Microsoft Excel, Microsoft Office, Retail Banking, Financial Analysis, Credit Analysis, Microsoft Word, PowerPoint, Financial Services, Consumer Lending, Cash Management, Event Coordinator
Education
St. Petersburg College
Hennepin Technical College August 2008 - Present
Solution Design Group August 2013 - September 2014
Travelers March 2009 - August 2013
Robert Half Technology April 2008 - March 2009
Prime Therapeutics January 2007 - April 2008
Wells Fargo May 2006 - January 2007
Prime Therapeutics January 2004 - May 2006
The St. Paul Companies March 2001 - January 2004
Skills
Java, JEE, EJB, Web Services, Hibernate, JPA, JSF, HTML, CSS, JavaScript, Java Enterprise Edition, JDBC, Databases, JSP, Microsoft SQL Server, Struts, XHTML
Education
St. Olaf College 1992 — 1996
Bachelor of Arts (BA), Russian Language
Live Well Ink April 2015 - Present
Regions Financial Corporation May 2014 - April 2015
SunTrust Bank June 2011 - May 2014
Wells Fargo October 2010 - June 2011
Sam's Club July 2008 - September 2010
Spoiled Royal June 2005 - June 2008
Bank of America April 1999 - May 2005
Raymond James Financial Inc. March 1997 - March 1999
Skills
Small Business Lending, Consumer Lending, Retail Banking, Loans, Commercial Banking, Banking, Commercial Lending, Credit, Credit Analysis, Mortgage Lending, Branch Management, Lines Of Credit, Cross Selling, Branch Banking, Loan Origination
Education
St. Petersburg College
University of South Florida
Salvo Technologies August 2015 - Present
Cross Industrial (A Salvo Technologies Partner) December 2012 - August 2015
USAA January 2013 - September 2013
Wells Fargo July 2012 - January 2013
Global Comp SE April 2006 - April 2012
Skills
Procurement, Government Procurement, Purchasing, Aerospace Structures, Optics, Electro-optics, Aerospace, Sales Operations, Spectrometer, Manufacturing, Project Purchasing, Electronics, Scopes, Engineering, Product Development, Wholesale Purchasing, Supply Chain Management, Reverse Engineering, Printed Circuit Board..., Lean Manufacturing, Loans, Credit, Banking, Consumer Lending, Loan Origination, Investments, Relationship Management, Sales Management, Mortgage Lending, Credit Analysis, Financial Analysis, Mortgage Banking, Retail Banking, Portfolio Management, Process Improvement, Systems Engineering, Program Management, Leadership, Management, Engineering Management, Account Management, Cross-functional Team..., Sales, Business Development, Team Building, Contract Negotiation
Education
University of South Florida 2013 — 2016
Bachelor's Degree, Chemical and Biomolecular Engineering
University of South Florida 2010 — 2012
Bachelor of Science (B.S.), Finance and Financial Management Services
St. Petersburg College 2006 — 2009
Associate's Degree, General Studies
Wells Fargo October 2012 - Present
Travelers June 1997 - July 2012
Skills
SQL, SAS, Insurance, Risk Management, Investments, Finance, Analysis, Microsoft Excel, Property & Casualty..., Teradata SQL, Banking
Education
University of St. Thomas 1989 — 1991
Master of Business Administration (MBA), Business Administration and Management, General
St. Olaf College 1985 — 1988
Bachelor's degree, Economics
Vista College 2015 - Present
Target August 2014 - March 2015
Corinthian Colleges May 2010 - July 2014
Gustavus Adolphus College September 2009 - May 2010
Rasmussen College 2007 - 2009
Wells Fargo 2006 - 2007
Skills
Staff Development, Leadership, Public Speaking, Strategic Pricing, Highly motivated..., Problem Solving, Customer Service, Teamwork, Retaining Customers, Microsoft Excel, Critical Thinking, Auditing, Business Strategy, Goal Oriented, Highly Ambitious, Merchandising, Business Analysis, Team Building, Highly detail oriented, Communication Skills, Building Effective..., SAS, Employee Engagement, Retail, Collaboration, Internal Audit, Student Affairs, Student Loans, Financial Aid..., Compliance, Customer Satisfaction, PowerPoint, Budgets, Accounts Receivable, Enrollment Management, Leading Development..., Operational Execution, Resume Writing, Customer Retention
Education
St. Olaf College 2002 — 2006
BA, Political Science, American Multicultural and Racial Studies, Womens Studies
Mobile Makers Academy August 2015 - Present
Flowhub December 2014 - Present
Mobile Makers Academy September 2014 - November 2014
Sierra Nevada Corporation January 2014 - September 2014
U.S. Coast Guard June 2010 - August 2014
FBI June 2013 - February 2014
Wells Fargo August 2010 - December 2012
ERES Consulting May 2004 - August 2005
Skills
Networking, Computer Security, National Security, Military, Microsoft Office, Navy, Computer Repair, DoD, OS X, JavaScript, Security, Security Clearance, Cisco IOS, Top Secret, Leadership, Social Media, Computer Maintenance, Computer Network..., C++ Language, Mac OS X, Management, C++, Radio Programming, Maritime Operations, Linux Kernel, Radio Frequency..., Operations Management, Encryption, VMware, Suse, Ubuntu, iOS Development, Objective-C, Xcode, Troubleshooting, Mobile Applications
Education
University of Colorado Denver 2014 — 2017
Bachelor's Degree, Digital Design
Mobile Makers Academy 2014 — 2014
Certificate, iOS Development
American Military University 2011 — 2013
Bachelor of Science (B.S.), Computer and Information Systems Security/Information Assurance
St. Petersburg College 2005 — 2010
Associate of Arts (A.A.), Registered Nursing/Registered Nurse
Northwestern University September 2015 - Present
Stevenson High School, Lincolnshire, IL March 2013 - August 2015
Xerox December 2011 - March 2013
South Washington County Schools August 2008 - June 2011
Wells Fargo August 2005 - January 2008
Skills
Data Analysis, Data Management, Qualitative Research, Quantitative Research, Reporting, Statistics, Microsoft Excel, Tableau, SQL, FileMaker, Quality Assurance, High Level Of Accuracy, Operational Efficiency, Cross-team Collaboration, Communication
Education
University of Wisconsin-River Falls 2006 — 2008
Master of Science (M.S.), Counseling
St. Olaf College 2000 — 2004
Bachelor of Arts (B.A.), Mathematics
Fish & Richardson P.C. December 2014 - Present
Wells Fargo September 2013 - December 2014
Sterilmed June 2012 - August 2013
SterilMed January 2007 - May 2012
Skills
Process Improvement, Training, Medical Devices, Healthcare, Strategic Planning, Customer Service, FDA, Salesforce.com, Public Speaking, Cross-functional Team..., Customer Satisfaction, Microsoft Excel, Software Documentation, Microsoft Office, New Business Development, Outlook, Microsoft Word, Hospitals, Leadership, Team Building
Education
St. Olaf College 1995 — 1999
Bachelor of Arts (BA), Music Education
Anoka High School 1992 — 1995
MN All State Choir
Bright House Networks September 2014 - Present
Wells Fargo August 2012 - July 2014
Bank of America May 2008 - June 2010
W.H. Greene and Associates, Inc March 2005 - December 2007
Skills
Banking, finance, marketing, Data Entry, Clerical Skills, Customer Service, Sales
Education
University of Florida 2012 — 2017
Bachelor’s Degree, Business Administration and Management, General
St. Petersburg College 2007 — 2012
Associate of Arts (A.A.), Business Administration/ Marketing, 3.92 GPA
Wells Fargo April 2014 - Present
Solutran December 2012 - April 2014
Solutran July 2012 - December 2012
Immigration Law Practice Group, Interprofessional Center for Counseling and Legal Services May 2011 - September 2011
Skills
Economics, Finance, Banking, Data Analysis, Leadership
Education
St. Olaf College 2008 — 2012
B.A., Economics and Psychology, Magna Cum Laude
Wells Fargo August 2000 - October 2001
The Hartford August 1996 - August 2000
American Express July 1994 - August 1996
Education
St. Olaf College 1990 — 1994
Bachelor of Arts (BA), Economics
Target January 2015 - Present
Target March 2013 - January 2015
Target July 2011 - March 2013
US Bank 2009 - 2011
Wells Fargo June 2008 - August 2008
Skills
Customer Service, Research, Training, Leadership, Inventory Management, Access, Coaching, Retail, Data Analysis, Fundraising, Management, Project Management, Collaboration, Peer Mentoring, User Acceptance Testing, Technical Training, EDI, EDW, Engage & Inspire Others, Process Improvement, Strategic Planning
Education
St. Olaf College 2005 — 2009
Psychology
Minnetonka High School 2001 — 2005
High School
Regions Financial Corporation May 2015 - Present
SunTrust Bank May 2012 - April 2015
Wells Fargo June 2002 - May 2012
Franklin Templeton Investments 1998 - 2002
Skills
Loans, Credit, Commercial Lending, Banking, Small Business Lending, Mortgage Lending, Commercial Banking, Credit Analysis, Portfolio Management, Consumer Lending, Wealth Management, Series 7, Investments, Retail Banking, Lines Of Credit, Financial Services, Relationship Management, Underwriting, Loan Origination, Mortgage Banking
Education
Strayer University
Bachelor of Business Administration (B.B.A.)
St. Petersburg College
Monroe Woodbury HS
Wells Fargo July 2015 - Present
JL Enterprises 2012 - January 2015
World-Class Entertainment 2012 - January 2015
Tampa Bay Multimedia June 2013 - January 2014
Image Media, Inc. October 2012 - June 2013
Skills
Event Planning, Business Strategy, Change Management, Business Development, Strategic Planning, Management Consulting, Management, Sales, Sales Management, Marketing, Social Media Marketing, Advertising, Advertising Sales, Merchandising, Public Relations, Final Cut Pro, Video, Video Production, Sound, Multimedia, Videography, Commercials, Editing, Pro Tools
Education
St. Petersburg College
Sunrise Banks January 2013 - Present
Park Midway Bank January 2006 - December 2012
Wells Fargo 2004 - 2005
Skills
Banking, Small Business Lending, Mortgage Lending, Cash Management, Strategic Planning, Commercial Lending, SBA, Cross Selling, Portfolio Management, Credit Analysis, Commercial Mortgages, Loan Origination, Credit Risk, Lines Of Credit, Financial Analysis
Education
Graduate School of Banking 2013 — 2015
St. Olaf College
Wells Fargo April 2010 - Present
CDC + May 2012 - September 2012
Regions Bank May 2006 - December 2007
WFLA-TV 2003 - 2005
Skills
Medical Terminology, Healthcare, Cpr Certified, BLS for Healthcare..., Advanced Cardiovascular..., Nursing, Nursing Care, Medical/Surgical, Medical Records, BLS, Administrative..., Marketing, Outlook, Leadership, Management, Sales, Public Speaking, Customer Service, Epic Systems
Education
St. Petersburg College 2010 — 2013
Nursing
University of Tampa 2001 — 2005
Bachelors, Communication
Ameriprise Financial January 2011 - Present
New Prague Hockey Association October 2009 - March 2010
Wells Fargo July 2009 - December 2009
St. Olaf College January 2009 - January 2009
St. Olaf College September 2007 - December 2007
Skills
Leadership, Microsoft Excel, Statistics, Programming, Economics, Insurance, Data Analysis, Public Speaking, Coaching, Customer Service, Underwriting, Microsoft Office
Education
St. Olaf College 2005 — 2009
B.A., Mathematics, Economics
Wells Fargo September 2014 - Present
Wells Fargo 2004 - Present
Wells Fargo Home Mortgage 2002 - 2004
Wells Fargo Home Mortgage 2000 - 2002
Education
St. Olaf College 1991 — 1995
BA, Mathematics & Economics
Mounds View High School 1987 — 1991
Avant Energy June 2010 - Present
Tulane University August 2008 - May 2010
BURKENROAD REPORTS August 2009 - April 2010
The Receivables Exchange May 2009 - April 2010
Wells Fargo Bank February 2007 - June 2008
Wells Fargo October 2005 - February 2007
US Bank October 2004 - October 2005
US Bank May 2003 - September 2004
Skills
Economics, Valuation
Education
Tulane University - A.B. Freeman School of Business 2008 — 2010
MBA, Finance, Energy, International Business
St. Olaf College 1999 — 2003
BA, Economics, Finance
USAmeriBank October 2014 - Present
USAmeriBank October 2011 - October 2014
TD August 2010 - August 2011
Wells Fargo October 2005 - April 2010
Skills
Retail Banking, Commercial Banking, Customer Service, Cash Management, Portfolio Management, Risk Management, Microsoft Excel, Microsoft Office, Team Building, Sales Management, Deposits, Banking, Microsoft Word, Coaching, Sales, Loans
Education
St. Petersburg College 2012 — 2015
CBRE February 2015 - Present
Hines December 2010 - January 2015
Wells Fargo July 2010 - December 2010
ReThreads October 2009 - June 2010
Skills
Recruiting, College Recruiting, Social Media, Event Planning, Customer Service, Accounting Recruitment, Leadership, Microsoft Office, Graphic Design, Budgets, Non-profit Volunteer, Employee Relations, Adobe Creative Suite, Office Administration, Program Management, Customer Relations, Vendor Management, Project Coordination, WordPress, SharePoint, Blogging, Sourcing, Applicant Tracking..., Commercial Real Estate
Education
St. Olaf College 2004 — 2008
BA
Wells Fargo January 2010 - Present
Wells Fargo May 2008 - December 2009
Wells Fargo Home and Consumer Finance Group July 2007 - May 2008
Relick Services February 2007 - July 2007
Kelly Services 2005 - 2007
Evenium 2004 - 2005
Kelly Services 2001 - 2004
Rust Consulting 1999 - 2001
Skills
Applicant Tracking..., Onboarding, Talent Acquisition, Recruiting, College Recruiting, Sourcing, Interviews, Internet Recruiting, Resume Writing, Employee Relations, Talent Management, Screening Resumes, Executive Search, Leadership, Technical Recruiting, Cold Calling, Hiring, Staffing Services, Sales, Temporary Placement, Human Resources, Succession Planning, Contract Recruitment, Employee Benefits, Workforce Planning
Education
St. Olaf College 1995 — 1999
BA, Psychology, Theater
Menomonie High School 1991 — 1995
Wells Fargo November 2014 - Present
Wells Fargo March 2002 - October 2014
Skills
Portfolio Management, Equities, Wealth Management, Investments, Asset Management
Education
St. Olaf College 1988 — 1992
Bachelor of Arts (B.A.), Economics
The Lacek Group November 2013 - February 2015
The Lacek Group 2013 - 2015
The Lacek Group 2013 - 2015
The Lacek Group 2013 - 2015
Military Family Home Loans January 2013 - September 2013
Wells Fargo July 2012 - January 2013
US Bank Home Mortgages December 2011 - June 2012
US Bank Home Mortgages February 2009 - December 2011
US Bank Home Mortgages February 2008 - February 2009
Target October 2007 - February 2008
Skills
Project Management, Quality Assurance
Education
St. Olaf College 1996 — 2000
Wells Fargo September 2006 - Present
Wells Fargo 2012 - 2014
Wells Fargo 2012 - 2014
Wells Fargo 2012 - 2014
Beltline Hockey Referee's Association 2003 - 2014
Wells Fargo Home Mortgage August 2001 - September 2006
US Bank 1999 - 2001
McDonald's 1980 - 1995
Champion Sports 1985 - 1988
Skills
Risk Management, Credit, Risk, Banking, Underwriting, Loans, Mortgage, Financial Risk, Mortgage Lending, Mortgage Banking, Credit Analysis, Management, Loan Origination, Consumer Lending, Residential Mortgages, Finance, Credit Risk, Sales
Education
St. Olaf College 1984 — 1988
Bachelor of Arts (BA), Economics
Northfield High School 1980 — 1984
Wells Fargo July 2013 - Present
Wells Fargo August 2011 - January 2013
Target August 2010 - August 2011
Wells Fargo Home Mortgage March 2010 - February 2011
Wells Fargo Home Mortgage September 2009 - March 2010
Wells Fargo Home Mortgage September 2009 - September 2009
Wells Fargo Home Mortgage January 2009 - July 2009
BUFFETS, INCORPORATED August 2008 - January 2009
Sparboe Foods June 2006 - August 2006
Mayo Clinic December 2002 - August 2004
Skills
Analysis
Education
University of St. Thomas - Opus College of Business 2005 — 2007
MBA, concentration in Finance
University of St. Thomas 2004 — 2005
St. Olaf College 1997 — 2001
BA, Political Science, History
Mayo High School
The Travelers March 2015 - Present
Medical Mutual - Contract through Robert Half August 2014 - February 2015
Fidelity and Guaranty September 2011 - February 2013
Allianz September 2010 - March 2011
Carlson Funds Enterprise February 2008 - May 2009
Carlson School of Management August 2007 - May 2009
Wipfli LLP May 2008 - August 2008
Wells Fargo 2000 - 2007
Education
University of Minnesota - Carlson School of Management 2007 — 2009
MBA, Finance
University of Minnesota-Twin Cities 2007 — 2009
MBA, Finance
St. Olaf College 1993 — 1997
BA, Mathematics
Findlay High School 1990 — 1993
High School, General
Wells Fargo March 2012 - Present
Target June 2011 - February 2012
Medtronic December 2005 - June 2011
Metris Companies May 2000 - December 2005
GE Capital June 1997 - May 2000
Express Scripts 1996 - 1997
Skills
Executive Pay, Deferred Compensation, Compensation & Benefit, Human Resources, Incentive Programs
Education
St. Olaf College
Bachelor of Arts
University of Minnesota - Carlson School of Management
Master of Arts, Industrial Relations
Adestinn L.L.C. 2014 - Present
Wells Fargo 2012 - 2014
Wells Fargo Global Banking/Wells Fargo HSBC Trade Bank 2007 - 2012
SPS Commerce 2006 - 2007
BI 2005 - 2006
Spectrum Corp. 2003 - 2005
US Bank 2002 - 2003
American Express/Ameriprise Financial 1999 - 2002
Wells Fargo 1996 - 1999
Skills
International Business, Supply Chain, Trade Finance, Finance, B2B, Banking, Loans, Cash Management, Marketing
Education
St. Olaf College 1987 — 1991
Bachelor of Arts (B.A.)
University of St. Thomas
Business Administration and Management, General
DIRECTV April 2006 - Present
Nevelex Corporation 2006 - Present
LionsByte Inc April 2006 - January 2011
Wells Fargo October 2007 - April 2008
Wells Fargo August 2004 - August 2006
Hennepin County July 2002 - August 2004
Thrivent Financial July 1999 - July 2002
Skills
Software Development, Java, C++, Enterprise Architecture, Embedded Systems, Set Top Box, Software Engineering, Linux, Embedded Software, Embedded Linux, Kernel Drivers, Websp, Eclipse, Mercurial, CVS, OOAD, OO Software Development, Software Design, System Testing, Unit Testing, Performance Testing, J2EE Application..., Java Enterprise Edition, Java Enterprise..., SQL, DB2, Atlassian JIRA, JIRA, ClearCase, GNU Debugger, ATSC, SDLC, SSH, XML, EJB, C, JSP, Struts
Education
St. Olaf College 1995 — 1999
Bachelors, Computer Science, Economics, Religion, and Asian Studies
Wells Fargo Insurance Services November 2009 - Present
Wells Fargo 2007 - 2009
Wells Fargo 2000 - 2007
Skills
Banking, Cross Selling, Strategic Planning, Insurance, Program Management, Underwriting, Sales, Leadership, Training, Integration, Management, Project Management, Portfolio Management, Consulting, Risk Management, Strategy, Customer Service, Process Improvement, Relationship Management
Education
University of Saint Thomas - School of Business 1999 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
St. Olaf College 1991 — 1995
BA, Spanish Language and Literature
Wells Fargo May 2011 - Present
Wells Fargo August 1999 - May 2011
Thrivent Financial for Lutherans June 1993 - July 1999
Skills
SAS, SAS programming, Unix, Data Warehousing, SQL, COBOL, JCL, Databases, Production Support, Analytic Problem Solving, Blackberry, Remote Access
Education
St. Olaf College 1990 — 1993
Bachelor of Science (BS), Mathematics and Computer Science
Wells Fargo August 2008 - Present
Wells Fargo February 2006 - August 2008
Wells Fargo June 2004 - February 2006
Super Valu 2001 - 2004
SuperValu 2001 - 2004
Education
University of Minnesota - Carlson School of Management 2006 — 2009
MBA
St. Olaf College 1997 — 2001
B.A., Economics
Wells Fargo March 2008 - Present
The CIT Group August 1978 - March 2008
Skills
Credit Analysis, Loans, Credit, Commercial Lending, Underwriting, Credit Risk, Portfolio Management, Commercial Banking, Risk Management, Banking, Financial Services, Financial Analysis, Loan Origination, Asset Based Lending
Education
St. Olaf College 1974 — 1978
BA, Economics
SSP High School 1972 — 1974
Wells Fargo May 2013 - Present
Wells Fargo Bank 2003 - Present
Skills
Lines Of Credit, Small Business Lending, Commercial Banking, Commercial Lending, Merchant Services, Treasury Management, Loans, Financial Analysis, Credit Analysis, Commercial Mortgages, Credit
Education
St. Olaf College
Economics
The University of Connecticut School of Business
MBA
Wells Fargo August 2008 - Present
Wachovia October 2007 - August 2008
Verizon October 2005 - September 2007
Darwin Partners October 2004 - June 2005
CTS Inc August 1999 - October 2004
Raytheon Systems Company March 1988 - July 1999
Skills
SAN, EMC, Unix Administration, Storage Area Networks, Storage, EMC Storage, Disaster Recovery, High Availability, Brocade, Storage Architecture, Enterprise Storage, Sun, Solaris, NAS, Virtualization, Business Continuity
Education
St. Petersburg College
AS, Electronic Engineering Technology
St. Petersburg College
AA, Pre-Engineering
UMR, A United Healthcare Company December 2008 - Present
Fiserv Health 2006 - 2008
UnitedHealth Group June 2005 - October 2006
Definity Health May 2000 - June 2005
Wells Fargo 1995 - 2000
Wells Fargo Home Mortgage 1990 - 1995
Skills
Product Development, Creative Concept..., Business Strategy, Start-ups, Strategic Planning, Strategic Partnerships, Product Management, Leadership, Strategy, Budgets, Competitive Analysis, Management, Vendor Management, Portfolio Management, Program Management, Sales, SaaS, Finance, Business Development, Risk Management, Project Management, Cross-functional Team...
Education
University of Minnesota - Carlson School of Management 1998 — 2002
MBA, Strategic Management
St. Olaf College 1986 — 1990
BA, Mathematics & Economics - dual major
New Trier High School 1982 — 1986
High School Diploma
First Minnetonka City Bank April 2008 - Present
Wells Fargo Home Mortgage January 2001 - January 2007
Wells Fargo 1988 - 2005
Skills
Banking, Strategic Planning, Finance, Portfolio Management, Management, Financial Analysis, Commercial Banking, Risk Management, Mortgage Lending, Credit, Loans, Customer Service
Education
St. Olaf College 1983 — 1987
BA, Economics
Wells Fargo October 2013 - Present
US Bank November 2011 - September 2013
US Bank January 2010 - December 2011
US Bank September 2008 - February 2010
US Bank October 2007 - September 2008
US Bank August 2005 - September 2008
Prudential Financial August 2004 - August 2005
Piper Jaffray October 2000 - May 2003
Skills
Loans, Credit, Credit Analysis, Wealth Management, Private Banking, Small Business Lending, Commercial Lending, Commercial Banking, Lines Of Credit, Consumer Lending, Deposits, Cross Selling, Retail Banking, Banking, Management, Mortgage Banking, Investments, Portfolio Management, Cash Management, Treasury Management, Underwriting, Relationship Management, Mortgage Lending
Education
St. Olaf College 1996 — 2000
BA, Economics, Finance
Dell February 2012 - September 2012
Compellent Technologies August 2011 - February 2012
Compellent Technologies April 2011 - August 2011
Compellent Technologies September 2010 - April 2011
Wells Fargo June 2009 - August 2010
IC Épinal May 2008 - May 2009
Skills
Direct Sales, Solution Selling, Account Management, New Business Development, Channel, Storage, Cloud Computing, Lead Generation, Virtualization, Team Leadership, Data Center, Disaster Recovery, Sales, Pre-sales, Sales Process
Education
St. Olaf College
Economics
Wells Fargo 2014 - Present
Bank of America March 2012 - October 2013
Bank of America June 2009 - November 2011
Wachovia 2005 - 2008
Verizon 2005 - 2005
IBM 1998 - 2004
Skills
JAD, Business Requirements, Requirements Gathering, Use Case, Gap Analysis, RequisitePro, Functional..., Use Case Analysis, Requirements..., User Acceptance Testing, SDLC, Waterfall, Process Modeling, Reference Data, Functional Design, Business Analysis, Requirements Analysis, Data Analysis, Business Process..., Data Modeling, Visio, Data Warehousing, Business Process, Software Project..., Data Migration, Enterprise Architecture
Education
St. Petersburg College
University of North Carolina at Charlotte
Wells Fargo 2010 - Present
Wells Fargo 2006 - 2010
Wells Fargo 1999 - 2006
Wells Fargo 1996 - 1999
Wells Fargo 1995 - 1996
Wells Fargo 1993 - 1995
Wells Fargo 1991 - 1992
Wells Fargo 1990 - 1991
Skills
Portfolio Management, Treasury Management, Risk Management, Customer-focused Service, Commercial Banking, Commercial Lending, Loans, Financial Analysis, Banking, Due Diligence, Mortgage Lending, Investments, Finance, Real Estate, Asset Management
Education
University of Phoenix 2003 — 2004
Master of Business Administration (MBA), Accounting and Business/Management
St. Scholastica's College Manila 1978 — 1983
Bachelor of Science (BS), Marketing
St. Scholastica's College Manila 1978 — 1983
Bachelor of Arts (B.A.), Communication and Media Studies
Girl Scouts of MN & WI River Valleys September 2006 - Present
ISD 191 September 2006 - Present
Wells Fargo January 2000 - March 2002
Wells Fargo March 1990 - December 1999
Wells Fargo May 1987 - February 1990
Thrivent Financial for Lutherans May 1984 - April 1987
Skills
Business Analysis
Education
St. Olaf College 1980 — 1984
BA cum laude, Economics, Computer Science
Craig High School
Wells Fargo 2013 - Present
Wells Fargo 2012 - 2013
Wells Fargo 2010 - 2012
Rockford High School October 2009 - 2010
Canterbury Park June 2005 - September 2009
Education
St. Olaf College 2005 — 2009
Bachelor's Degree, Psychology; Management Studies
Curtin University 2009 — 2009
Aboriginal Studies, Cultural Sociology
Wells Fargo January 2008 - Present
Skills
Series 7, Fixed Income, Capital Markets, Debt, Series 24, Series 55, Equities, Securities, Portfolio Management, Banking, Investment Banking, Asset Management, Investments, Bloomberg, Series 63, Derivatives
Education
St. Olaf College 1985 — 1989
BA, Economics, Finance
Columbia Management January 2014 - Present
Wells Fargo January 2011 - January 2014
Wells Fargo April 2007 - January 2011
Skills
Process Improvement, Analysis, Risk Management, Business Analysis, Securities, Banking, Financial Analysis, Business Strategy, Strategic Planning, Product Development, Strategy Implementation, Product Management, Product Strategies, Business Process..., Change Management, Business Process..., Leadership, Organizational Structure, Cost Benefit, Management Consulting, Strategic Communications, Project Management, Financial Risk..., Corporate Finance, ROI Strategies, Diversity & Inclusion, Diversity Program..., Financial Reporting, Solution Implementation, Economics, Managerial Finance, Professional..., Product Marketing, Financial Risk, Team Facilitation, Brainstorm Facilitation, Strategic Consulting, Process Consulting, Business Efficiency, Cost Efficiency, Revenue Analysis, Revenue Enhancement, Revenue & Profit Growth, Cost Management, Organizational..., Organizational..., Relationship Management, Building Relationships, Consensus Building, Consultative Selling...
Education
University of St. Thomas 2008 — 2011
MBA, Finance
St. Olaf College 2002 — 2006
Bachelor of Science (B.S.), Economics
Apple September 2014 - Present
Wells Fargo July 2013 - February 2014
Dorn & Co. 2008 - 2009
A Center for the Arts 2007 - 2009
Fergus Falls School of Dance August 2006 - June 2008
Skills
Teaching, Social Media, Microsoft Office, Editing, Public Speaking, Customer Service, Microsoft Excel, Event Planning, Social Networking, Creative Writing, Music, Event Management, Film
Education
St. Olaf College 2008 — 2012
Bachelor's degree, Dance
C.H. Robinson October 2013 - Present
Wells Fargo April 2013 - October 2013
Cavalry Logistics July 2012 - December 2012
KM Knights Logistics, Inc September 2011 - April 2012
Best Buy August 2008 - September 2011
Best Buy June 2007 - August 2008
Best Buy April 2005 - June 2007
Skills
Serbo-Croatian, German, Microsoft Office, QuickBooks, Windows Vista, Windows 7, Windows 8, 55+ Words per Minute, Logistics, Banking, 3PL, Trucking, Finance, Management, Inventory Management, Time Management, Hiring, Customer Experience, Customer Service, Leadership
Education
University of South Florida 2009 — 2011
B.S., Business Management
University of South Florida 2009 — 2011
Minor, Marketing
St. Petersburg College 2005 — 2009
Associates of Arts
SunTrust Bank November 2013 - Present
53rd bank February 2011 - April 2013
Wells Fargo February 2006 - February 2011
Skills
Research, Photoshop, Social Media, Java, SEM, Customer Service, Management, Microsoft Office, Microsoft Excel, Microsoft Word, Brand Development, Brand Management, Small Business, Strategic Partnerships, Google Analytics, New Business Development, Social Networking, Networking, Organization, Office Management, PowerPoint, Website Localization, Reputation Management, Content Management, PPC, Utilization Of Social..., Financial Services, E-commerce, Marketing, Web Marketing, Coaching, Sales, Analysis, SEO, Leadership, Retail, B2B, Banking, Training, Business Planning, Online Marketing, Relationship Management, Cold Calling, CRM, Account Management, Business Development, Salesforce.com, Marketing Strategy, Credit
Education
St. Petersburg College 2010 — 2013
Bachelor of Applied Science (BASc), Business/ Management and Organizational Leadership, 2.89
SunTrust Bank January 2014 - May 2014
JC3 & Associates June 2013 - October 2013
Jefferson Bank of Florida July 2012 - February 2013
Wells Fargo July 2011 - June 2012
Wachovia Bank August 1996 - July 2011
Skills
Banking, Loans, Staff Development, Customer Service, Sales Management, Retail, Retail Banking, Customer Satisfaction, Coaching, Leadership, CRM, Marketing, Strategic Planning, Wealth Management, Small Business, Team Leadership, Team Building, Recruiting, Treasury Management, Finance, Management, Risk Management
Education
St. Petersburg College 1976 — 1978
Institute of Financial Education
Degree of Merit, Banking
Wells Fargo Home Mortgage February 2014 - Present
Wells Fargo Home Mortgage September 2013 - February 2014
Wells Fargo April 2013 - September 2013
Wells Fargo Home Mortgage March 2011 - April 2013
Wells Fargo Home Mortgage September 2010 - June 2011
TCF Bank August 2010 - September 2010
TCF Bank May 2010 - August 2010
TCF Bank March 2007 - April 2010
TCF Bank February 2006 - March 2007
Skills
Level III UA Delegation, Loans, Mortgage Lending, Mortgage Banking, Credit, Credit Analysis, Underwriting, Banking, Financial Analysis, Consumer Lending, Loan Origination, Refinance, Risk Management, Residential Mortgages, Real Estate, Financial Reporting, Financial Accounting, Corporate Finance, Cost Accounting, US GAAP, Tax Accounting, COSO Framework, SOX 404, Statistical Sampling, Time Value of Money, CAPM, Black-Scholes, Loss Mitigation, FHA, Finance, Mortgage Underwriting
Education
University of Minnesota-Twin Cities 2010 — 2016
CPA Certificate, Accounting
St. Olaf College 2000 — 2004
BA
AAAA Benefits September 2014 - Present
Wells Fargo August 2006 - September 2014
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Cash Flow, Reconciliation, Banking, Analysis, Account Reconciliation, Managerial Finance, Accounting, Business Planning, Budgets, Finance, Microsoft Excel, Process Improvement, Business Strategy
Education
University of Minnesota - Carlson School of Management 1985 — 1988
MBA, Finance
University of Wisconsin-Madison 1982 — 1984
BS, Economics
St. Olaf College 1980 — 1982
Economics
Wells Fargo July 2011 - Present
Wells Fargo Financial October 2003 - July 2011
Wells Fargo Financial April 1994 - October 2003
Skills
B2B, Financial Services, Underwriting, Banking, Credit, Cross Selling, Loan Origination, Risk Management, Sales, P&L Management, Mortgage Lending, Lead Generation, Management, Finance, Portfolio Management, Team Building, Project Planning, Leadership, Budgets, Commercial Lending, Loans, Relationship Management, Mortgage Servicing, Financial Risk, Auditing, Customer Service, Consumer Lending, Credit Cards, Financial Analysis, Mortgage Banking, Credit Analysis, Process Improvement
Education
St. Olaf College 1990 — 1994
BS, Economics and Asian Studies
St. Petersburg College August 2012 - Present
Wells Fargo March 2010 - September 2011
Einstein Bagels February 2006 - May 2011
Education
St. Petersburg College 2010 — 2013
Bank of America Merrill Lynch October 2013 - Present
Wells Fargo April 2010 - September 2014
Skills
Mortgage Lending, Credit Analysis, Banking, Consumer Lending, Retail Banking, Credit, Loan Origination, Loans, Commercial Banking, Financial Risk, Finance, Portfolio Management, Financial Analysis, Financial Services, Risk Management, Cash Management, Customer Service, KYC
Education
St. Petersburg College 2007 — 2013
Bachelor of Business Administration (BBA), business
Countryside High School
High school diploma, 4.2 GPA
Wells Fargo February 2012 - March 2014
Publix Super Markets June 2001 - November 2011
Education
University of South Florida-St. Petersburg Campus 2012 — 2014
Bachelor's degree, Psychology
St. Petersburg College 2007 — 2010
Associate's degree
Wells Fargo June 2009 - Present
Skills
Loans, Credit, Banking, Consumer Lending, Small Business Lending, Retail Banking, Cross Selling, Lines Of Credit, Cash Management, Relationship Management, Financial Services, Series 63, Credit Cards, Retirement Planning, Deposits, Fixed Income, Branch Banking
Education
St. Petersburg College
Bachelor of Applied Science (B.A.Sc.), Banking and Financial Support Services
Wells Fargo March 2013 - Present
AutoTraderClassics May 2009 - July 2011
Cellular Air Inc. February 2008 - May 2009
Verizon October 2005 - February 2008
Skills
•Extensive experience..., •Fluent in English and..., •Exceptional account..., •Excels in..., •Demonstrates high..., •Committed to..., •Proficient in Word,..., •Displays creativity..., Cold Calling, Customer Service
Education
St. Petersburg College 2011 — 2016
University of South Florida 2002 — 2003
Wells Fargo November 2011 - January 2013
Gap Inc. August 2009 - January 2013
Custom Care Inc February 2010 - October 2011
Holy Family Catholic High School August 2009 - October 2011
St. Olaf College September 2006 - April 2009
Public Health Research 2009 - 2009
St. Olaf College August 2008 - September 2008
Macadamia Farm Eco-Tourism 2008 - 2008
Skills
Community Health, Coaching, Data Analysis, Teaching, PowerPoint, Data Entry, Research, Leadership, Community Outreach, Microsoft Office, Multicultural, Training, Time Management, Bilingual Proficiency, Multi Tasking, Event Planning, Critical Thinking, Social Media, Non-profit Volunteer, Management, Organizational..., Goal-driven leader, Quality Assurance, Tutoring, Leadership Development, Staff Development, Education, Customer Service
Education
St. Olaf College 2005 — 2009
Bachelor of Arts (BA), Kinesiology and Exercise Science, Spanish and Biomedical Concentration
Eden Prairie High School 2002 — 2005
BankUnited October 2010 - Present
Wells Fargo August 1999 - October 2010
Park Street Produce December 1991 - August 1999
Education
St. Petersburg College 1988 — 1991
St. Petersburg High School
Nichols Insurance February 2014 - Present
Premier Insurance Benefits March 2012 - September 2013
Avoya Travel January 2009 - November 2012
Wells Fargo May 2007 - January 2009
Chase January 2006 - April 2007
World Travel Holdings September 2001 - November 2005
US Navy August 1996 - August 2001
Education
University of South Florida 2010 — 2011
Business, Management, Marketing, and Related Support Services
St. Petersburg College 2008 — 2010
Associate of Science (A.S.), Business Administration and Management, General
University of Florida 1998 — 1999
Business, Management, Marketing, and Related Support Services
Wells Fargo May 1984 - June 2000
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training
Education
St. Petersburg College
Wells Fargo December 2010 - Present
Wells Fargo April 2010 - December 2010
Starbucks August 2006 - August 2010
Skills
Financial advise, Team Leadership, Highly detail oriented, Persuasiveness, Sales Motivation, Banking, Financial Analysis, Personal Finance, Integrity, Financial Advisory, Customer Service, Sales, Leadership, Microsoft Excel, Teamwork, Coaching, Team Building, Problem Solving, Risk Management, Finance, Relationship Management, Financial Modeling, Credit, Hiring, Financial Planning, Microsoft Office, Customer Experience, Public Speaking, Outlook, Employee Training
Education
St. Petersburg College
Associate's degree, Business
Wells Fargo January 2014 - Present
Wells Fargo January 2012 - December 2013
Wells Fargo January 2010 - January 2012
Wachovia October 2008 - December 2010
Skills
Leadership, Sales
Education
University of South Florida 2002 — 2005
Bachelor of Science (BS), Finance and Financial Management Services
St. Petersburg College 2000 — 2003
Associate's degree, Business Administration and Management, General
Platinum Home Mortgage (NMLS ID #13589) October 2015 - Present
U.S. Bank October 2012 - March 2015
Wells Fargo April 1995 - July 2009
Education
St. Scholastica's College Manila 1988 — 1992
Bachelor of Science (B.S.), Business Management
United Planners Financial Services June 2015 - Present
Wells Fargo July 2014 - June 2015
Skills
Investments, Wealth Management, Retirement Planning, Portfolio Management, Financial Services, Mutual Funds, Financial Planning, Lines Of Credit, Debt Management, Mortgage Banking, Insurance, College Education..., Debt Consolidation, Fixed Income, Retirement, Financial Advisory, Investment Advisory, Banking, Finance, Life Insurance, Securities
Education
St. Petersburg College
Finance and Financial Management Services