Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Salaries. You can even request information on how much does Wells Fargo pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo directly from the past employees.
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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
Supreme Lending January 2015 - Present
Network Funding, LP March 2010 - December 2014
Crescent Moon Mortgage 2007 - 2011
Wells Fargo December 1998 - June 2006
Skills
Mortgage Planning, New Home Sales, Mortgage Lending, Certified Mortgage..., USDA, FHA, First Time Home Buyers, Refinance, Loans, Mortgage Banking, Real Estate, VA loans, Single Family Homes, Short Sales, Reverse Mortgages, Investment Properties, Foreclosures, Management, Residential Mortgages, Loan Origination, FHA financing, Government Loans, Mortgage Underwriting, REO, Real Estate Transactions, Referrals, Underwriting, Real Estate Financing
Education
The Citadel 1995 — 1999
Bachelor of Arts, Criminal Justice
Horace Mann September 2014 - Present
Fasttrack Rent a Car June 2012 - October 2014
California Best Quotes February 2011 - December 2013
Farmers Insurance July 2001 - March 2012
Idaho Independent Bank March 1998 - June 2001
Wells Fargo October 1995 - February 1998
Farm Bureau Insurance November 1991 - October 1995
Education
University of Idaho 1986 — 1990
Bachelor of Science (BS), Finance
University of Idaho 1986 — 1990
Bachelor of Science (BS), Accounting
University of Houston
Master of Business Administration (MBA)
The American College 1992 — 2002
LUTCF
Big Frog Custom T-Shirts & More August 2015 - Present
Wells Fargo June 2014 - August 2015
The Art Institutes International Minnesota January 2012 - March 2015
School Space Media October 2014 - December 2014
Financial Recovery Services June 2010 - June 2014
Skills
Maya, After Effects, Animation, Microsoft Word, Photoshop, Microsoft Office, Customer Service, Credit, Microsoft Excel, 3D Studio Max, Dreamweaver, PowerPoint, Time Management, Data Entry, Lighting, Materials in Maya, Character Rigging, Storyboarding, Traditional Animation, 3D, Mudbox, Art
Education
The Art Institutes International-Minnesota 2012 — 2014
Bachelor of Science (BS), Media Arts and Animation
Wells Fargo March 2015 - Present
USA Hockey September 2010 - Present
US Army September 2011 - September 2013
STATE FARM INSURANCE AND FINANCIAL SERVICES September 2012 - April 2013
Allstate July 2011 - August 2012
United States Marine Corps June 2003 - May 2011
Skills
Team Leadership, Risk Management, Strategic Financial..., Project Management, Operations Management, Sales Operations, Sales, Sales Management, Sales Process, Banking, Insurance, Management, Leadership, Strategic Planning, Customer Service, Financial Services, Coaching, Team Building, Microsoft Office, Public Speaking, Finance, Microsoft Word, PowerPoint
Education
Polk State College 2012 — 2013
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
The American College 2012 — 2013
Chartered Financial Consultant, Advanced Financial Planning
Polk State College 2010 — 2011
Associate's degree, Criminal Justice/Police Science, 3.3
Plano East Senior High School 2001 — 2003
High School Diploma, High School/Secondary Diplomas and Certificates
University of Chicago Medicine 2014 - Present
United States Army 2000 - Present
Amazon 2013 - 2014
Wells Fargo December 2005 - September 2011
Skills
DoD, Intelligence, Top Secret, Military, Security Clearance, Military Operations, Information Assurance, Training, Analysis, Security, Command, Crisis Management, Leadership, Military Experience, Operational Planning, Program Management, Physical Security
Education
The Citadel 2001 — 2005
BA, History
Texas Workforce Commission March 2014 - Present
Wells Fargo February 2014 - March 2014
Centralized Showing Service June 2012 - October 2013
Arlington Life Shelter January 2012 - August 2012
Skills
Human Resources, Customer Service, Windows, Research, Teaching, Public Speaking, Strategic Planning, Editing, Interviewing Skills, Resume Writing, Job Search Advice, Motivational..., Youth Empowerment, Microsoft Office, Outlook, PowerPoint
Education
Texas Woman's University 2013 — 2017
Masters, Marriage and Family Therapy/Counseling
The University of Texas at Arlington 2009 — 2012
Bachelors, Social Work
Dunn Warren Investment Advisor LLC October 2013 - Present
Signature Bank - Minnetonka, MN May 2013 - September 2013
Private Bank Minnesota January 2012 - May 2013
Wells Fargo November 2010 - January 2012
Skills
Customer Satisfaction, Close Attention to..., Friendly Personality, Positive Can-do Attitude, Team-oriented, Wire Transfers, Document Preparation, Business Loans, Takes Direction Well, Multi Tasking, Microsoft Office, Outlook, Deposits, Adobe Creative Suite, Photoshop, Graphic Design, Investments, Salesforce Training, Executive...
Education
The Art Institutes International-Minnesota 2004 — 2007
Bachelor's degree, Graphic Design
BCJ Capital Management May 2012 - Present
AXA Advisors May 2012 - May 2015
Wealth Management Strategies May 2012 - May 2015
Wells Fargo August 2009 - April 2012
The Church of Jesus Christ of Latter-day Saints March 2006 - March 2008
Skills
Investment Advisory, Life Insurance, Investment Management, Financial Analysis, Investments, Retirement Planning, Finance, Financial Services
Education
University of Utah - David Eccles School of Business 2008 — 2012
Bachelor's Degree, Finance
University of Utah - College of Humanities 2008 — 2012
Minor, Mandarin Chinese
The American College 2015 — 2016
CFP, Financial Planning
Idaho Power Company March 2014 - Present
Wells Fargo July 2011 - March 2014
Red Robin June 2008 - July 2011
Skills
Banking, Retail Banking, Credit, Cross Selling, Loans, Call Centers, Relationship Management, Customer Service, Credit Cards, Lines Of Credit, Phone Etiquette, Microsoft Excel, Outlook, PowerPoint, SharePoint
Education
The College of Idaho 2009 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Walla Walla Community College 2007 — 2009
Associate of Arts (A.A.), Business/Commerce, General
U.S. Bank September 2014 - Present
Advantage Sales & Marketing January 2014 - July 2014
Wells Fargo March 2011 - June 2013
Wells Fargo January 2009 - March 2011
Federal Reserve System July 2000 - April 2008
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, OPS, LIS, LPS, Early Resolution ( ER &..., FHA Connections, Veterans Affairs WEBlogy, Equator, 10 Key, Data Entry, Filing, Customer Service, Refinance, Short Sales, Bankruptcy, Sales, Analysis, Management, Loans, Software Documentation, Loan Servicing, Mortgage Lending, Foreclosures, Recruiting, Interviews, Training, Leadership, Talent Acquisition, Employee Training, Team Building, Time Management, Human Resources, Credit, Onboarding, New Hire Orientations, Technical Recruiting, Hiring, Sourcing, Applicant Tracking..., Networking, Performance Management, Screening, Internet Recruiting, Event Planning, Cold Calling, Coaching, Relationship Building, Employee Relations
Education
The Art Institutes International-Minnesota 1999 — 2000
Intermedia/Multimedia
North Community High School 1994 — 1998
Diploma, Fine Arts
Mercari September 2014 - October 2014
RetailNext October 2013 - January 2014
Wells Fargo July 2013 - October 2013
Skills
Software Quality..., User Acceptance Testing, QTP, Quality Center, Test Planning, Testing, Test Cases, Quality Assurance, Bug Tracking, Regression Testing, JIRA, Black Box Testing, Windows, HP Quality Center, Teamwork, Microsoft Office, PowerPoint, Customer Service
Education
Year Up Bay Area 2013 — 2014
The Art Institute of California-San Francisco 2012 — 2013
Media Arts and Animation
Wells Fargo May 2015 - Present
Bank of America June 2014 - May 2015
Zenmonics Inc February 2013 - May 2014
Zenmonics Inc October 2012 - February 2013
Zenmonics Inc September 2011 - October 2012
ITT Technical Institute January 2011 - September 2011
W2 Financial Staffing December 2009 - January 2011
Wells Fargo Advisors, LLC October 2008 - December 2009
Life Saver's of America, Inc May 2007 - May 2008
Daniel J. Farnsworth Law October 2005 - February 2006
Skills
Business Strategy, CRM, Microsoft Excel, Sales, Recruiting, Microsoft Word, Salesforce.com, Customer Service, PowerPoint, Leadership, Performance Management, New Business Development, Social Networking, Marketing, Networking, Microsoft Office, Retail, Time Management, Team Leadership, Training, Human Resources, Management, Outlook, Interviews, Sales Operations, Access, Strategic Planning, Competitive Analysis, Business Analysis, Telecommunications, Applicant Tracking..., Program Management, Change Management, Process Improvement, Vendor Management, Lead Generation, Employee Relations, Sourcing, Technical Recruiting, Employee Benefits, Team Building, Business Development, Strategy, Talent Acquisition, Contract Recruitment, Databases, Project Management, SDLC, Internet Recruiting, Software Documentation
Education
The Chicago School of Professional Psychology 2008 — 2011
MA, I/O Psychology
Tri-State University 2001 — 2005
BS, Criminal Justice/ Psychology
Vision Training Systems
PMP Certification Training
SmartReach Digital February 2015 - Present
LendingTree September 2014 - February 2015
YP August 2012 - July 2014
Wells Fargo January 2009 - August 2012
University of Phoenix June 2006 - December 2008
Skills
Advertising, Advertising Sales, Digital Marketing, Digital Media, Google Adwords, Media Planning, Mobile Marketing, Online Advertising, PPC, SEM, Salesforce.com, Direct Mail, Sales Presentations, Training, B2B, SEO, Cold Calling, Lead Generation, Mobile Advertising, Search Advertising, Customer Retention, B2B Marketing, Customer Acquisition, Email Marketing, Online Marketing, Website Development
Education
The Bryman School of Arizona
Wells Fargo June 2015 - August 2015
L'Oréal January 2015 - June 2015
Dunkin' Brands August 2014 - May 2015
Chevron September 2014 - December 2014
'47 Brand August 2013 - May 2014
GRACE Grapevine June 2013 - July 2013
Skills
Teamwork, Microsoft Excel, Customer Service, Social Media, Event Planning, PowerPoint, Photoshop, Research, Microsoft Office, Microsoft Word, Public Speaking, Leadership
Education
The University of Texas at Austin 2012 — 2016
Bachelor's Degree, Business Honors Program/Marketing, Junior
University of Economics, Prague 2015 — 2015
Bachelor’s Degree, International Business/Trade/Commerce, Senior
The Chinese University of Hong Kong 2014 — 2014
Bachelor's Degree, Logistics, Materials, and Supply Chain Management, Junior
Toscano restaurant 2014 - Present
Wells Fargo January 2013 - Present
Safeway February 2010 - September 2012
Campos Casuals January 2009 - February 2012
Skills
Baking, Customer Service, Food, Food Service, Microsoft Excel, Microsoft Office, Photoshop, Retail, Microsoft Word, Inventory Management, Teamwork
Education
The Art Institute of Salt Lake City 2012 — 2013
Associates of science in Baking and Pastry
Examiner.com November 2011 - Present
Opulent Charms Boutique November 2011 - August 2014
Comerica Bank March 2013 - August 2013
AppleOne July 2010 - March 2013
Wells Fargo September 2011 - December 2011
Texas Woman's University August 2010 - December 2011
Texas Woman's University April 2009 - August 2009
Sodexo Corporate Services October 2002 - May 2006
Appliance Warehouse of America, Inc. March 1998 - October 2001
U.S. Census Bureau -- Census Coverage Management April 2000 - August 2000
Skills
Business Management, Business Analysis, Business Strategy, Planning, Event Management, Customer Service, Microsoft Office, Problem Solving, PowerPoint, Excel, Customer Relations, Event Planning, Word, Public Speaking, Access, Team Building, Strategic Planning, Outlook, Research, Budgeting, Public Relations, Social Media, Non-profits, Mentoring, Writing, Inventory Management, Accounting, Employee Relations, Coaching, Photoshop, Negotiation, Process Improvement, Scheduling, Supervisory Skills, Promotions, Analysis, Administration, Teamwork, Fundraising, Retail, Editing, Leadership Development, HTML, Account Management, Organizational..., Change Management, Advertising, Social Networking, Marketing Strategy, Team Leadership
Education
Texas Woman's University 2010 — 2011
MBA, Business Administration and Management
Texas Woman's University 2006 — 2010
BBA, Business Administration and Management
Convergys December 2014 - Present
TriNet January 2015 - March 2015
Family Dollar February 2013 - March 2014
Aon Hewitt September 2012 - December 2012
Wells Fargo March 2011 - December 2011
Citi January 2006 - March 2011
Skills
Customer Service, Human Resources, Management, Employee Benefits, Data Entry, Teamwork, Policy, Retail, Banking, Accounting, Healthcare, Photography, Microsoft Excel, Outlook
Education
The Art Institute of Charlotte
AgentOwned Realty September 2014 - Present
Wells Fargo February 2012 - Present
The Citadel, The Military College of South Carolina 2008 - 2011
Skills
Leadership, Microsoft Office, Microsoft Excel, Time Management, Microsoft Word, Customer Service
Education
The Citadel
Wells Fargo October 2014 - Present
Wells Fargo January 2009 - Present
Wachovia 1996 - October 2011
Central Carolina Bank (Divestiture) February 2002 - August 2002
First Union National Bank May 1996 - February 2000
Skills
Real Estate, Mergers, Credit, Portfolio Management, Customer Relations, Strategic Planning, Budgeting, Coaching, Customer Service, Accounting, Mentoring, Negotiation, Team Building, Compliance, Investments, Budgets, Mergers & Acquisitions, Strategic Financial..., Finance, Loans, Wealth Management, Mortgage Lending, Recruiting, Leadership, Asset Management, Mortgage Banking, Financial Reporting, Loan Origination, Retirement Planning, Employee Benefits, Consumer Lending, Credit Risk, Financial Advisory, Management, Retirement, Banking, Commercial Lending, Financial Planning, Small Business Lending, Risk Management, Small Business, Investment Properties, Credit Analysis, Commercial Banking, Financial Analysis
Education
The American College 2005 — 2007
CFP, Certified Financial Planner
Western Carolina University 1988 — 1992
BSBA, Business Law, Computer Information Systems
South State Bank May 2008 - Present
Wells Fargo January 2004 - May 2008
Milliken & Company May 2001 - January 2004
Skills
Banking, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Finance, Financial Analysis, Leadership, Loan Origination, Loans, Mortgage Lending, Retail Banking, Social Media
Education
The Citadel 1997 — 2001
Bachelor's degree, Business/Commerce, General
Wells Fargo Advisors January 2015 - Present
Wells Fargo December 2013 - January 2015
RJS Properties, Inc. October 2013 - December 2013
M. Jennings Partners, LLC June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Time Management, Access, Microsoft Word, Facebook, Spanish, Social Networking, Event Planning, Sales, Teamwork, Customer Service, Social Media
Education
The Catholic University of America 2011 — 2013
Charlotte Catholic High School
Environments March 2011 - Present
Environments March 2011 - February 2012
Starbucks Coffee Company May 2006 - March 2011
Environments September 2010 - December 2010
Wells Fargo January 2004 - June 2006
Wells Fargo Home Mortgage June 2003 - December 2003
Skills
Revit, Soft Skills, LEED, Interior Design, AutoCAD, Customer Satisfaction, Space-planning, Adobe Creative Suite, Microsoft Office, SketchUp, PowerPoint, Customer Service, Photoshop, InDesign, Furniture, Illustrator, Rendering, Microsoft Word, Microsoft Excel, Outlook
Education
The Art Institute of Portland 2006 — 2010
BFA, Interior Design
Covidien June 2013 - Present
Kenneth Cole Productions June 2012 - April 2013
AGA Medical June 2009 - April 2011
Wells Fargo January 2007 - August 2008
Skills
Fluent in French, Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Inventory Management, Team Leadership, Project Management, Social Media, Event Planning, Sales
Education
The Art Institutes International-Minnesota 2008 — 2012
Bachelor of Arts (BA), Fashion and Retail management
MCTC 2006 — 2007
Wells Fargo May 2015 - Present
Capital One May 2014 - February 2015
The Sinclair February 2013 - May 2014
Best Buy October 2008 - March 2011
Skills
Customer Service, Time Management, Inventory Management, Microsoft Office, Retail, Leadership, Social Media, Merchandising, Sales Management, Social Networking, Negotiation, Project Management, Marketing Strategy, HTML
Education
The Art Institute of Tennessee-Nashville 2010 — 2012
Associate of Arts (AA), Culinary Arts/Chef Training
The Art Institute of Tennessee-Nashville 2009 — 2011
Associate's degree in Culinary Arts, Culinary Arts/Chef Training
Wells Fargo September 2011 - Present
Wachovia Bank March 2010 - September 2011
Wachovia, A Wells Fargo Company September 2005 - March 2010
Skills
Sales, Sales Management, Customer Service, Loans, Mortgage Lending, Team Building, Credit, Direct Sales, Banking, Account Management, Leadership, Customer Satisfaction, Management, Operations Management, Training
Education
The Citadel 2000 — 2004
BS, Business Admin, minor in MIS
Wells Fargo April 2013 - Present
First Citizens Bank and Trust Company, Inc. March 2009 - January 2013
First Citizens Bank & Trust of South Carolina August 2007 - March 2009
Car Financial Services April 2005 - September 2007
Wells Fargo Financial November 1990 - September 2007
Skills
Loans, Sales Management, Public Speaking, Commercial Lending, Credit, Banking, Team Building, New Business Development, Management, Selling, Finance, Strategic Planning, Negotiation, Sales, Account Management, Real Estate, Training, Business Development, Leadership, Time Management, Retail, Customer Retention, Sales Operations, Coaching, Small Business, Customer Satisfaction, Mergers & Acquisitions, Operations Management, Mortgage Lending, Financial Services, Small Business Lending, Forecasting, Direct Sales, Marketing, Sales Process, Financial Analysis, Risk Management, Cold Calling, Consumer Lending, Business Planning, Executive Management, Process Improvement, Underwriting, Budgets, Contract Negotiation, FHA, Credit Analysis, Customer Service, Teamwork
Education
The Citadel 1983 — 1987
BS, Business Administration
Wells Fargo November 2014 - Present
Wells Fargo Bank January 2009 - October 2014
Wachovia Bank January 2005 - December 2008
Education
The Boston Conservatory 1979 — 1983
Bachelor of Music, Music, Applied Voice
Total Title Solutions May 2012 - Present
Wells Fargo October 2010 - May 2012
Keller Williams Realty November 2007 - 2011
Weichert Realtors December 2004 - October 2007
Lockheed Martin December 1993 - June 1995
Booz Allen Hamilton 1989 - 1993
Occupational Medical Center, Inc. 1984 - 1987
Skills
Real Estate, Short Sales, Property, Relocation, Residential Homes, First Time Home Buyers, Investment Properties, Investors, Marketing, Real Estate Transactions, New Home Sales, Referrals, Sales, Sellers, Single Family Homes, Condos
Education
The Catholic University of America 1980 — 1984
BS, Biological Science
Massapequa HS
Massapequa HS
Wells Fargo December 2014 - Present
Wells Fargo October 2014 - December 2014
Wells Fargo June 2014 - October 2014
Grassroots Campaigns June 2013 - October 2013
The Chinese University of Hong Kong September 2012 - December 2012
University of Montana August 2009 - May 2012
Skills
International Relations, Research, Public Speaking, Leadership, Finance, Sales, Politics, Political Science, Foreign Languages, Psychology, Social Media, Intercultural..., Banking, French, Human Rights, Diplomacy, Statistics, Training, Social Sciences, Science, Cultural Communications, Entrepreneurship, Social Entrepreneurship, Academic Writing, Neuroscience, psycholo, Research Design, Tourism, Customer Service, Microsoft Office, Management, Life Insurance
Education
L'Université de Nice, Sophia Antipolis 2013 — 2013
Chinese, Sociolinguistique, Histoire des Femmes
The University of Montana 2008 — 2013
Undergraduate, Psychology Research Option, French Language
The Chinese University of Hong Kong 2012 — 2012
Chinese Language, Government and Politics of China, Health Psych, Political Violence & Human Rights
l'Université de Savoie 2011 — 2011
French Language and Culture
Edina Realty February 2015 - Present
Circa Vintage March 2009 - Present
Limelight Home Staging October 2007 - April 2009
Limelight Home Staging May 2007 - March 2009
Signoria di Firenze April 2007 - September 2007
Wells Fargo February 2001 - December 2003
Skills
Retail, Retail Buying, Merchandising, Fashion Buying, Product Placement, Client Development, Promotions, Social Networking, AutoCAD, Concept Development, Sketching, ADA compliance, Marketing Communications, Interior Design, Special Events..., Hospitality, Sales, Web Design, Visual Merchandising, Customer Service, Furniture, Marketing Strategy, Fashion, Textiles, Selling, Fashion History, Design History, Styling
Education
Art Institutes International 2002 — 2007
BS, Interior Design
The Art Institutes International-Minnesota
BS Interior Desgin
Apple Retail July 2011 - August 2012
Wells Fargo July 2010 - July 2012
Valley Community Bank August 2008 - May 2011
Education
American University of Paris
Bachelor's degree, Political Science, Junior
University of California, Berkeley
Bachelor's degree, Political Science and Government, Junior
Walter P Reuther Library of Labor and Urban Affairs September 2013 - Present
Allied Vaughn September 2012 - June 2013
Art4Kids, inc. 2011 - 2013
Rancho Los Alamitos 2008 - 2011
Spearca Consulting 2008 - 2009
Wells Fargo October 2005 - April 2007
Barnes & Noble 2003 - 2006
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, HTML, Social Media, Public Speaking, Social Networking, Community Outreach, Facebook, Graphic Design, Dreamweaver, Outlook, Teamwork, Access, Photography, InDesign, Blogging, Teaching, Illustrator, Mac, English, FileMaker, PastPerfect, Genealogy
Education
Wayne State University 2011 — 2013
Master of Library & Information Science (MLIS), Archives/Archival Administration
The Art Institute of California-Orange County 2003 — 2006
Bachelor's degree, Graphic Design
North Highland August 2014 - Present
Intel Corporation May 2013 - August 2013
Shinta Mani Foundation September 2011 - April 2012
Shinta Mani July 2008 - August 2011
Wells Fargo October 2007 - June 2008
Skills
Data Analysis, Strategic Consulting, Public Speaking, Strategic Planning, Finance, Strategy, Public Relations, Curriculum Development, Team Building, Donor Management, Corporate Social..., Excel Dashboards, Financial Forecasting, Tableau, Corporate Communications, Excel Models, Social Media Marketing, Student Development, Student Counseling, Small Business Marketing, Survey Design, Development Economics, Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Washington 2004 — 2007
Bachelor of Science (B.S.), Economics
Mahawithayalai Thammasat
Western Washington University
Wells Fargo November 2013 - Present
Wells Fargo December 2011 - October 2013
Investment Banking Institute October 2011 - November 2011
Wells Fargo Bank June 2011 - November 2011
Wells Fargo Bank August 2010 - May 2011
Aflac January 2010 - June 2010
Congress August 2008 - January 2009
Skills
Financial Modeling, Series 63, Mortgage Lending, Mergers & Acquisitions, Investment Banking, Finance
Education
Investment Banking Institute 2011 — 2011
Financial Modeling and Valuation
The Catholic University of America 2006 — 2010
B.S., Business administration, Finance and Marketing Concentration
Transworld Systems Inc. (TSI) March 2015 - Present
Flexpoint Ford, LLC 2011 - 2015
Bawag PSK Bank May 2007 - January 2010
Cerberus Capital Management 2006 - 2007
GNX LLC. 2001 - 2006
Sears Roebuck & Co 1999 - 2001
Wells Fargo & Co 1998 - 1999
Wells Fargo 1994 - 1998
Wells Fargo 1992 - 1994
US Treasury, Office of Thrift Supervision 1990 - 1992
Skills
Analysis, B2B, Banking, Business Development, Corporate Development, Credit, Credit Risk, Finance, Financial Services, IT Strategy, Integration, Leadership, Management, Management Consulting, Mergers, Mergers, Start-ups, Strategy, Strategic Planning, Risk Management, Private Equity, Portfolio Management
Education
Stonier Graduate School of Banking 1992 — 1994
Masters in Banking, Banking, Finance
The George Washington University 1986 — 1988
MBA, Finance and Investments
The Catholic University of America 1982 — 1986
BA, Economics, Finance
Wells Fargo June 2005 - Present
Interserve March 2004 - December 2004
Exel June 1992 - March 2004
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Internal Audit, Management, Variance Analysis, Auditing, Cash Flow, Analysis, Hyperion Enterprise, Leadership, Financial Audits, Budgets, Process Improvement, Strategic Planning, Contract Negotiation, Internal Controls, Business Strategy
Education
The Chartered Institute of Management Accountants
Associate Member
The University of Manchester 1978 — 1981
BA (Hons), Economics
Wells Fargo April 2014 - Present
Wells Fargo 2014 - Present
kate spade October 2012 - February 2014
Pacific Northwest Plank Co July 2009 - January 2014
NordstromSales December 2010 - May 2012
The Art Institute of Portland July 2010 - September 2010
Gigi Aveda Salon June 2006 - September 2007
Nordstrom May 2005 - May 2006
Skills
Sales, Customer Service, Social Media, Inventory Management, Social Media Marketing, Sales Management
Education
The Art Institute of Portland 2007 — 2010
Bachelor of Science, Design Management; Advertising/Marketing
Foundation Source August 2011 - March 2014
Wells Fargo January 2009 - July 2011
Wachovia March 2006 - July 2011
The American College 2003 - 2006
Merrill Lynch November 1995 - March 2003
Merrill Lynch 1995 - 2003
Skills
Philanthropy, Endowments, Non-profits, Wealth Management, Foundations, Strategic Planning, Board Development, Corporate Governance, Corporate Social..., Public Speaking, Conference Speaking, Speaking Engagements, Asset Managment, Public Relations, Equities, Community Outreach, High Net Worth..., Planned Giving, Investment Advisory, Grants, Charities, Wealth Management..., Trusts, Organizational..., Nonprofits, Estate Planning, Asset Allocation
Education
University of North Carolina School of Law 1973 — 1976
JD with honors, Law
The General Theological Seminary 1986 — 1991
M Div with Honors, Theology
University of North Carolina at Chapel Hill 1970 — 1973
BA, History, Economics
The American College 2003 — 2006
CAP, Philanthropy and Nonprofit Mgt
Wells Fargo December 2013 - Present
Wells Fargo December 2012 - December 2013
Wachovia, A Wells Fargo Company December 2010 - December 2012
Madewell July 2009 - December 2010
Skills
Retail, Customer Service, Microsoft Office, Visual Merchandising, Microsoft Excel, Sales, Trend Analysis, PowerPoint, Fashion, Microsoft Word, Styling, Merchandising, Marketing
Education
The Art Institute of Charlotte
HUB International August 2012 - February 2014
Cay Insurance Services 2010 - 2011
Wells Fargo January 2001 - December 2009
Skills
Insurance, Property & Casualty..., Risk Management, Team Building, Team Leadership, High Net Worth Insurance, Sales Management, New Business Development, Leadership, Strategic Planning, Marketing, Account Management, Customer Service, Microsoft Office, Sales, Microsoft Excel, PowerPoint, Management, Training, Finance, Liability, Financial Risk, Negotiation, Budgets, CRM, Process Improvement, Analysis
Education
The Citadel 1996 — 2000
B.S., Business Administration
The Citadel 1996 — 2000
Minor, Management Information Systems
Wells Fargo June 2015 - Present
Greznet LLC August 2010 - Present
University of Pennsylvania January 2013 - June 2015
The Wharton School October 2010 - January 2013
Linearizer Technology, Inc December 2009 - October 2010
The College of New Jersey August 2005 - May 2009
Skills
Mobile Devices, Problem Solving, HTML, Entrepreneurship, Microsoft Office, Software Development, Windows, BYOD, SharePoint, Microsoft CRM, Social Media, Network Architecture, SharePoint Designer, Cloud Computing, Technical Support, Network Security, CSS, Microsoft SQL Server, Active Directory, Security, Hardware, Programming, System Administration, Server Administration, Training, OS X, Windows 7, Operating Systems, Windows Server, Android, Networking, Servers, Group Policy, Troubleshooting, Linux, Management, Leadership, Project Management, B2B
Education
University of Pennsylvania 2013 — 2015
Master of Science (MS), Organizational Dynamics, 3.9
University of Pennsylvania 2011 — 2013
Liberal Professional Studies
The College of New Jersey 2005 — 2009
Bachelor of Science, Computer Engineering
Rutgers University
Governor's School, Engineering and Technology Scholar
Cherry Hill East High School
Wells Fargo June 2013 - Present
T-Mobile April 2011 - June 2013
Verizon Wireless April 2010 - December 2010
Sears Holdings Corporation May 2009 - August 2009
Carolina One Real Estate January 2009 - May 2009
The Citadel June 2005 - August 2006
Education
The Citadel 2006 — 2010
Bacholer of Science, Business Administration, minor: Psychology
Wells Fargo November 2014 - Present
Genesis10 June 2013 - November 2014
Capgemini June 2010 - April 2013
Syntel December 2009 - June 2010
Systems Source March 2008 - May 2009
Phoenix Life Insurance December 2004 - March 2008
Skills
SDLC, Business Requirements, Requirements Analysis, User Acceptance Testing, Software Project..., Life Insurance, Health Insurance, Property & Casualty..., Fixed Annuities, Variable Annuities, Business Analysis, SOA, Insurance, Process Improvement, Solution Architecture, Business Process, Data Warehousing, Agile Methodologies, CRM, Strategy, Enterprise Architecture, PMO, IT Strategy, Vendor Management
Education
The American College
CLU, ChFC, Insurance & Finance
Wells Fargo October 2013 - Present
Sapient June 2010 - October 2013
Compro Technologies 2004 - 2010
Skills
Java Enterprise Edition, Spring
Education
Thapar Institute of Engineering and Technology 2000 — 2004
BE, Mechanical
Wells Fargo February 2011 - Present
Wachovia September 2007 - March 2011
Wells Fargo Home Mortgage January 2006 - August 2007
Wells Fargo Home Mortgage October 2004 - January 2006
EquiFirst 2004 - 2004
First Union/Wachovia 2000 - 2003
First Union National Bank 1999 - 2000
Skills
Loans, Account Management, Credit, CRM, Banking, Customer Service, Finance, Financial Services, Management, Mortgage Lending, New Business Development, Underwriting, Sales, Leadership, Training, Selling, Investments, Sales Management, Team Building, Key Account Management, Relationship Management, Commercial Banking, Capital Markets
Education
The Citadel 1990 — 1994
B.S.B.A., Business Administration
Independence HS
CRB February 2014 - Present
Wells Fargo October 2008 - February 2014
Skills
Financial Services, Project Cost, Sales Operations, Sales, Banking, Loans, Small Business Lending, Credit, Team Leadership, Microsoft Excel, PowerPoint, Mortgage Lending
Education
The Citadel 2004 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Oak Ridge Military Academy 2000 — 2004
High School
Athene Annuity & Life Assurance Company January 2013 - Present
Wells Fargo 2012 - January 2013
Davis Life Brokerage March 2011 - March 2012
Principal Financial Group August 2004 - December 2008
Grand View University 2003 - 2006
Principal Financial Group September 2002 - August 2004
Skills
Promotions, Art, Public Speaking, Marketing Communications, Market Research, Marketing, Social Media, Blogging, Insurance, Life Insurance, Financial Planning, Sales, Presenting Ideas, Creative Problem Solving, Social Media Marketing, Photography, Media Relations, Social Networking, Small Business, Customer Service, Painting, Project Planning, Event Planning, Strategic Financial..., PowerPoint, Disability Insurance, Illustration, Management, Time Management, CRM, Analysis, Email Marketing, Fine Art, Research, Web Design, Online Marketing, Brand Development, Digital Photography, Advertising, Graphic Design, Direct Sales, Regression testing, Software Development, Project Management, Team Leadership, Team Building, Software Design, Business Analysis, Competitive Intelligence, Financial
Education
The American College
Chartered Financial Consultant ChFC, Financial
Grand View College 2003 — 2006
Bachelor of Arts (B.A.), Criminology, Sociology
The American College
Chartered Life Underwriter CLU, Insurance
THML August 2015 - Present
BCBGMAXAZRIAGROUP February 2013 - August 2015
Wells Fargo October 2008 - January 2013
Nike October 2005 - April 2009
White House Black Market December 2005 - June 2007
Fossil Group, Inc. June 2004 - February 2007
Skills
Photoshop Rendering, Technical Illustration, Sewing, Textiles, Visual Merchandising, Microsoft Office, Styling, Draping, Merchandising, Trend Analysis, Fashion Design, Sales, Store Management, Trend Forecasting, Fashion Illustration, Window Displays, Illustrator
Education
The Art Institute of California-Hollywood 2012 — 2014
Associate of Arts (AA), Fashion/Apparel Design, A
Associated Bank 2007 - Present
Associated Bank 2003 - 2007
Wells Fargo 2000 - 2003
Empac Computer 1996 - 2000
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, Sales, Leadership, Training, Customer Service, Customer Relations, Supervisory Skills, Team Leadership, Cross Selling, Cross-cultural..., Cross-cultural Education, Cross-cultural..., Accounting
Education
The Chinese University of Hong Kong
Bachelor of Arts (B.A.), Music
University of Minnesota-Twin Cities
Master of Arts (M.A.), Musicology and Ethnomusicology
Hospital Housekeeping Systems May 2012 - Present
Wells Fargo June 2011 - April 2012
Tidelands Bank May 2009 - August 2009
Enterprise Rent-A-Car May 2008 - August 2008
Skills
Training, Auditing, Leadership, Payroll, Human Resources, Strategic Planning, Marketing, Project Management, Team Leadership, Public Speaking, Sales, Employee Training, Customer Service, Leadership Development, Customer Satisfaction, Public Relations, Team Building, Time Management, Purchasing, Account Management, Accounting, Management
Education
The Citadel 2010 — 2012
Master of Business Administration (M.B.A.)
The Citadel 2006 — 2010
Bachelor of Business Administration (B.B.A.)
EagleBank February 2012 - Present
MetLife Home Loans August 2011 - February 2012
Wells Fargo May 2008 - August 2011
Universal American Mortgage Company March 2003 - May 2008
Education
The Catholic University of America 1995 — 1999
B.A., History/Philosophy
Wells Fargo January 2013 - Present
Wells Fargo April 2012 - December 2012
Wells Fargo October 2011 - April 2012
Wells Fargo April 2011 - October 2011
Wells Fargo April 2010 - April 2011
Skills
Financial Services, Customer Service, Credit Management, Loan Origination, Home Equity Loans, Open Accounts, Credit Cards, NMLS, Business Planning, Small Business Lending, Portfolio Management, Retail Banking, Commercial Banking, Cross Selling, Finance
Education
The Art Institute of New York City 2005 — 2007
Associate's degree, Culinary arts/ Restaurant management
CresCom Bank March 2015 - Present
BB&T January 2012 - March 2015
BB&T January 2006 - January 2012
Wells Fargo July 2002 - July 2006
Skills
Risk Management, Leadership, Microsoft Office, Analytical Skills, Sales, Management, Underwriting, Business Development, Commercial Banking, Small Business, Relationship Management, New Business Development
Education
The Citadel 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
BB&T Banking School at Wake Forest University
Towers Watson March 2014 - Present
Towers Watson September 2013 - March 2014
Wells Fargo October 2011 - August 2012
Wells Fargo Home Mortgage February 2009 - July 2011
Saint Paul Area Council of Churches September 2005 - August 2008
Children's Defense Fund June 2005 - August 2008
Skills
Self Driven, Punctual, Diligent, PowerPoint, Banking, Customer Satisfaction, Loan Servicing, Non-profits, Leadership, Customer Service, Wealth Management, Outlook, Microsoft Excel, Microsoft Word, Data Entry, Social Networking, Microsoft Office, Administrative..., Customer Experience, Critical Thinking
Education
The Art Institutes International-Minnesota 2009 — 2013
Interior Design
Hamline University 2005 — 2006
Urban Studies/Affairs
University of Minnesota-Twin Cities 2002 — 2005
Economics
Roseville Area High School 1999 — 2002
High School Diploma
Target August 2015 - Present
Target January 2013 - August 2015
Wells Fargo December 2011 - January 2013
Anne Springs Close Greenway September 2010 - August 2012
Carlson School of Management December 2009 - January 2010
Skills
Merchandising, Microsoft Office, Leadership, Time Management, Customer Service, Management, Research, Public Speaking, Customer Satisfaction, Sales, Banking, Microsoft Excel, Cross-functional Team..., PowerPoint
Education
The Citadel 2006 — 2010
Bachelor of Science, Health, Exercise, and Sport Science
Cretin Derham Hall 2002 — 2006
Rosetta February 2013 - Present
IBM January 2011 - February 2013
IBM April 2009 - January 2011
IBM January 2001 - April 2009
Business Systems Architecture Inc April 1995 - January 2002
Wells Fargo 1995 - 2001
IBM August 1989 - April 1995
Skills
Smarter Commerce, B2C, B2B eCommerce, Telecommunications, ASEAN, Sales Management, Commerce, Go-to-market Strategy, SaaS, Enterprise Software, Solution Architecture, Business Alliances, B2B, Life Insurance, E-commerce, Websphere, SOA, Smarter, Solution Selling, Cloud Computing, Technical Leadership, Business Intelligence, IBM Websphere Commerce, Strategic Partnerships, IT Strategy, Channel Partners, Agile Methodologies, Software Industry, Mobile Devices, Analytics, Professional Services, Sales Enablement, Consulting, Selling, Leadership, Enterprise Architecture, Business Strategy, Strategy, Integration, Business Development, CRM, Pre-sales, Management, Product Management, Cross-functional Team..., Customer Engagement
Education
The Catholic University of America 1984 — 1988
B.S, Computer Science
Guild Mortgage July 2015 - Present
Wells Fargo January 2011 - June 2015
Skills
Banking, Consumer Lending, Small Business Lending, Investments, Retirement Planning, Small Business, Life Insurance, Loans, Customer Service, Leadership, Microsoft Word, Marketing
Education
The Citadel 2006 — 2010
Bachelor of Arts (B.A.), Psychology
PNC March 2011 - Present
Wells Fargo April 2005 - March 2011
Skills
Personal Finance, Corporate Finance, Managerial Finance, Team Leadership, Leadership Development, Coaching, Process Optimization, Presenting to Clients, Presenting to Senior..., Strategic Planning, Sales, Collaboration, Human Resources, Loans, Credit Analysis, Banking, Credit, Customer Service
Education
The Citadel 2007 — 2009
Master of Business Administration (M.B.A.), Accounting and Finance
University of South Carolina-Columbia 2000 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Wells Fargo March 2015 - Present
HCL Technologies January 2012 - February 2015
Xerox April 2008 - January 2012
Fidelity Investments May 2007 - November 2007
Zurich North America August 2004 - July 2005
Days Inn May 2000 - August 2004
Skills
Customer Service, Customer Satisfaction, Customer Experience, Microsoft Office, Microsoft Word, Microsoft Excel, Supervisory Skills, Payroll, Defined Benefit, Defined Contribution, Health Insurance, Branch Banking, Hospitality, Hotel Administration, Employee Benefits, Analysis, Illustrator, Social Media, Photoshop, Leadership, Adobe Creative Suite, PowerPoint, Strategy, Photography, Training
Education
The Art Institute of Raleigh-Durham
PitchBook Data April 2014 - Present
PitchBook Data, Inc. June 2013 - April 2014
Ross Stores, Inc. June 2012 - August 2012
Wells Fargo May 2011 - October 2011
AllTreatment.com June 2010 - August 2010
Skills
Sales, Business Development, Venture Capital, Private Equity, Salesforce.com, New Business Development, Sales Prospecting, Research, Teamwork, Start-ups, Entrepreneurship, Investments, Strategy, Public Speaking, Due Diligence, Microsoft Excel, Management
Education
Thammasat University 2013 — 2013
Economics
University of Washington 2009 — 2013
Bachelor of Arts (B.A.), Communications, Economics
Skyline High School
Union Bank & Trust November 2010 - Present
Wells Fargo 2008 - 2010
Kmart Corporation 2003 - 2009
Skills
Sales, Customer Service, Loans, Banking, Networking, Retail Banking, Marketing, Social Media, Social Media Marketing, Social Networking, Leadership, Credit, Commercial Banking, Cash Handling Experience, Marketing Communications, Fashion, Fashion Design, Interior Design, Research, Charities, Administrative..., Sales Operations, Retail Sales, Retail Marketing, Computers, Software, Office Administration, Front Office, Finance, Financial Services, Referrals, Strong Computer Skills, Team Building, Team Leadership, Teamwork, Management
Education
The Art Institute of Pittsburgh-Online Division 2005 — 2006
Petersburg High School 1999 — 2003
Wells Fargo December 2012 - Present
Upwardly Global May 2014 - Present
Upwardly Global July 2009 - May 2014
Wells Fargo May 2009 - November 2012
Wells Fargo July 2006 - May 2009
University of Southern California May 2003 - May 2006
Skills
Portfolio Management, Customer Service, International Marketing, Fundraising, Non-profits, Event Planning, Project Management, Foreign Exchange, International Sales, Marketing Strategy, Marketing, Leadership, Management, Sales, Leadership Development, Program Management, Marketing Communications, Nonprofits, Cross-functional Team..., Product Management, Market Research, Analytics, Data Analysis, Analysis, Strategy, Banking, Recruiting, Sales Operations, Time Management, Business Development
Education
University of Southern California - Marshall School of Business 2002 — 2006
B.S., Business Administration
The Chinese University of Hong Kong 2005 — 2005
International Exchange Program, International Business
Tommy Bahama September 2015 - Present
Wells Fargo March 2015 - Present
Bare Escentuals May 2014 - March 2015
Skills
Fashion, Microsoft Office, Apparel, Merchandising, Photoshop, Microsoft Excel, Retail, Customer Service, PowerPoint, Microsoft Word, Illustrator, Social Media, Graphic Design, Photography, Adobe Creative Suite, Facebook, InDesign, Social Networking, Visual Merchandising, Time Management, Retail Sales, Sales, Leadership, Inventory Management, Management, Loss Prevention
Education
The Art Institutes International-Minnesota 2010 — 2014
Fashion Retail Management, Fashion Merchandising
Wells Fargo March 2014 - Present
Anchor Financial Group/OneAmerica General Agency 2012 - June 2013
Metlife Mid-Atlantic Financial Group an office of Metlife 2010 - August 2012
William Davidson Inc February 2009 - August 2010
ACADEMY MORGAGE January 2007 - February 2009
Old Dominion Financial 1997 - 2008
Education
The American College 2010 — 2012
Financial Planning and Services
Virginia Commonwealth University - School of Business 2001 — 2005
BS, Business Administration and Management, General
Mosley Flint School of Real Estate 2004 — 2004
Real Estate
Mills E Godwin 1994 — 1998
High School Diploma
Wells Fargo September 2011 - Present
Townsquare Media August 2011 - August 2013
Caribou Coffee August 2008 - August 2011
Education
The Catholic University of America
3VR Video Intelligence Platform March 2015 - Present
JPMorgan Chase March 2012 - December 2014
Wells Fargo August 2005 - March 2012
Best Buy June 2004 - August 2005
Skills
Sales Management, Sales, Financial Accounting, Technology, Help Desk Support, Internet Banking, Internet, Retail Banking, Mac OS X, iOS, Apple, Microsoft Office, Windows 7, Windows Vista, Windows Mobile, Android, Home Equity Lines of..., OS X, Customer Service, Microsoft Excel, Leadership, Microsoft Word, PowerPoint, Social Media, Outlook, Social Networking, Research, Process Improvement, Photoshop, Training
Education
The Academy of Radio and TV Broadcasting 1999 — 2000
Certification, Radio Broadcasting
Wells Fargo June 2012 - Present
The Citadel August 2011 - May 2012
Wells Fargo May 2011 - August 2011
Skills
Loans, Microsoft Excel, Team Leadership, Microsoft Office, Teamwork, Analysis, Public Speaking, Leadership, Time Management, Customer Service, Microsoft Word, Financial Analysis
Education
University of North Carolina at Charlotte 2015 — 2017
Master's Degree, Real Estate
The Citadel 2008 — 2012
Bachelor of Science (BS), Business Administration
MML Investors Services June 2014 - Present
MassMutual Financial Group September 2012 - Present
Allstate Financial June 2001 - September 2012
Wells Fargo January 1997 - June 2001
Skills
Retirement funding, Licensed Life Insurance..., Long Term Care Insurance, Disability Insurance, Investments, Retirement Planning, I offer total financial..., Finance
Education
National Association of Insurance and Financial Advisors 2013 — 2014
Leadership in Life Institute
The American College 1990 — 1993
Master of Science (MS), Financial Services
University of Iowa 1968 — 1972
Bachelor of Science (BS), Biology, General
The Huneycutt Group, Inc (Seaside & OBX Insurance) June 2011 - Present
Seaside Insurance Agency, Inc March 2009 - June 2011
OBX Insurance Agency, Inc. August 2007 - June 2011
State Farm January 2005 - September 2010
Wells Fargo January 2001 - September 2005
Stephens Inc. March 2000 - March 2001
Credit Suisse January 1998 - March 2000
Skills
Insurance, Strategic Planning, Property & Casualty..., Commercial Insurance, Health Insurance, Team Building, New Business Development, Customer Service, Underwriting, Sales Management, Disability Insurance, Workers Compensation, Marketing, Marketing Strategy, Life Insurance, Sales, Negotiation, Business Strategy, Liability, Project Management
Education
University of North Carolina at Charlotte 1998 — 1999
BS, Finance and Investment Management
The Citadel 1995 — 1998
Finance
Endeavor America Loan Services October 2014 - Present
The Money Source Inc. February 2015 - Present
Union Insurance & Financial Services October 2013 - Present
J.P. Morgan Securities LLC September 2011 - October 2013
JPMorgan Chase July 2010 - October 2013
Wells Fargo February 2006 - June 2010
Skills
Customer Service, Banking, Customer Retention, Microsoft Office, Sales, Salesforce.com, Outlook, Credit, Microsoft Excel, Account Management, Lead Generation, Sales Management, Retail, Direct Sales, Marketing, Microsoft Word, Cold Calling, Strategic Financial..., Mortgage Lending, Leadership, Management, CRM, Finance, Loans, Social Media Marketing, Social Networking, Social Media, Sales Operations, Investments, Mortgage Banking, Loan Origination, Business Development, Real Estate, Residential Mortgages
Education
The Art Institute of California-San Francisco 2002 — 2004
in Visual and Game Programming
Wells Fargo August 2015 - Present
Wells Fargo August 2012 - Present
Wells Fargo Home Mortgage August 2011 - August 2012
Wells Fargo February 2010 - August 2011
Citigroup October 2009 - February 2010
Citigroup February 2009 - September 2009
Citigroup January 2006 - February 2009
Skills
Mortgage Lending, Banking, Financial Services, Foreclosures, Liquidation, Loans, Loss Mitigation, Credit, Underwriting, Mortgage Servicing, Risk Management, Financial Analysis, Credit Analysis, Portfolio Management, Process Improvement, Training, FHA, Loan Servicing, Management, Insurance, Consumer Lending, Mortgage Banking, Commercial Lending, Loan Origination, Small Business Lending, Residential Mortgages, Mortgage Underwriting, Credit Risk, Executive Management, Leadership, Refinance
Education
The Citadel 2001 — 2005
Pre-Law, Political Science
Northwestern Highschool
Wells Fargo October 2014 - Present
United States Citizen and Immigration Services May 2014 - September 2014
E. I. du Pont de Nemours and Company May 2013 - August 2013
Las Casas, LLC May 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Yardi Property..., Access, Social Media, Facebook, Twitter, Leadership, Public Speaking, Social Networking, Time Management
Education
Widener University 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
The Catholic University of America 2010 — 2014
B.S.B.A., Finance, Senior
Vapor Vibes January 2013 - Present
minnesota low vision store June 2010 - April 2013
Wells Fargo August 2009 - June 2010
Skills
Web Design, Graphic Design, Microsoft Office, Photoshop, Social Media Marketing, Social Media, Illustrator, Logo Design, Advertising, Online Marketing, InDesign, Marketing Strategy, Customer Service, Typography, Sales, Small Business, Image Editing, New Business Development, Leadership
Education
The Art Institutes International-Minnesota 2006 — 2010
Bachelor of Science (BS), Graphic Design
Andover High School 2001 — 2005
Wells Fargo July 2011 - Present
Wells Fargo Advisors May 2012 - Present
COUNTRY® Financial June 2008 - July 2011
Isakson's True Value August 2000 - September 2006
Skills
Networking, Insurance, Retirement Planning, 401k, Small Business, Investments, Retirement, Strategic Financial..., Credit, Banking, Referrals, Management, Customer Service, Finance, Loans, Series 63, Series 6, Small Business Lending, Loan Origination, Lines Of Credit, Financial Services, Retail Banking, Wealth Management, IRAs, Financial Planning, Sales
Education
University of Wisconsin-River Falls 2015 — 2017
Master of Business Administration (MBA)
University of Wisconsin-Madison 2004 — 2008
B.S., Economics
The American College
CFP, In Progress
TrueBridge Resources, A North Highland Company March 2015 - Present
FirstService Residential January 2014 - November 2014
Wells Fargo Advisors November 2013 - January 2014
TEKsystems May 2012 - October 2013
United States Department of Agriculture March 2011 - June 2012
Wells Fargo September 2010 - December 2010
Eliassen Group April 2010 - June 2010
Philadelphia Insurance Companies January 2007 - February 2010
PMI-DVC January 2009 - December 2009
Munich re America January 2002 - December 2006
Skills
Training Delivery, Organizational..., Instructional Design, Human Resources, Technical Training, Training, Strategy, Leadership, Leadership Development, Needs Analysis, Onboarding, Learning Management, Mentoring, Management Development, SharePoint, Project Management, Coaching, Management, Consulting, Staff Mentoring, Program Management, Team Building, Training Facilitation, Training & Development, Employee Training, Learning Management..., Blended Learning
Education
The American College 1990 — 1992
MS, Insurance Management
University of Massachusetts Lowell 1971 — 1975
BS, Electrical Engineering
Oakmont 1965 — 1971
College
Magnolia and Vine February 2015 - Present
Goody Beads April 2010 - February 2015
HealthPartners May 2008 - April 2010
Wells Fargo December 2007 - May 2008
University of Minnesota Duluth September 2004 - December 2007
St. Ann's Assisted Living June 2007 - September 2007
Farmers Insurance June 2007 - August 2007
Skills
Merchandising, Fashion Buying, Trend, Fashion, Retail Buying, Retail Packaging, Wholesale, Public Speaking
Education
The Art Institutes International-Minnesota 2009 — 2011
Bachelor Of Science - In Progress, Graphic and Web Design
University of Minnesota-Duluth 2004 — 2007
Bachelor of Business Administration (BBA), Major of Finance, Minor of Marketing
Merrill Lynch/Bank of America August 2009 - Present
UBS July 2008 - April 2009
Morgan Stanley November 2007 - April 2008
NASD (FINRA) April 2007 - October 2007
Wells Fargo April 2006 - April 2007
Wells Fargo Bank April 2006 - April 2007
American Express Technologies October 2005 - April 2006
American Express October 2005 - April 2006
American Express Technologies December 2004 - April 2006
Prudential Financial September 2004 - December 2004
Skills
SDLC, Vendor Management, Requirements Analysis, Business Analysis, Visio, Requirements Gathering, Business Process..., Agile Methodologies, Integration, Business Process, User Acceptance Testing, Risk Management, Business Intelligence, Business Requirements, Analysis
Education
The College of New Jersey 1995 — 1998
Bachelor of Arts and Science, Biology & Philosophy
Wells Fargo Private Bank July 2008 - Present
Wells Fargo June 2007 - June 2008
Smith Barney July 2004 - June 2007
Pacific Capital Resource Group September 2001 - June 2004
Skills
Wealth Management, Series 7, Wealth Transfer, Series 66, Asset Allocation, High Net Worth..., Financial Planning, Trust Services, Investment Advisory, Comprehensive Wealth..., Insurance, Investment Strategies, Mutual Funds, Retirement Planning, Strategic Financial..., Wealth, Wealth Management..., Finance, Portfolio Management, Investments
Education
The American College 2001 — 2003
Washington State University - College of Business and Economics 1997 — 2001
Bachelor's degree, Business - Finance
Wells Fargo January 2013 - Present
Bank of America May 2004 - October 2012
United States Tax Court January 2003 - January 2004
International Monetary Fund 2001 - 2002
National Geographic Society 2001 - 2001
Skills
Workforce Planning, Financial Analysis, Operational Analysis, Forecasting, Business Process..., Financial Modeling, Workforce Management, Cost Benefit, Statistical Modeling, Capacity Planning, Staffing Analysis, Staffing Plans, Business Analytics, Agile Project Management, Data Modeling, Data Mining, Microsoft Office, Cognos ReportNet, Quality Assurance, Mergers, Organizational Learning, Project Management, Workforce Development, Talent Management, Kaizen Blitz, Lean Transformation, Gap Analysis, Hyperion HFM, Instructional Design, Teradata, SDLC, Technological Innovation, Corporate Training, Virtual Teams, Process Optimization, JAD, Training, Training Delivery, Database Design, Database Applications, Vendor Management, Operations Management, Banking, Financial Services
Education
University of Phoenix 2003 — 2005
M.B.A., eCommerce
Thomas Aquinas College 1996 — 2000
B.L.A., Liberal Arts and Sciences
Université Paris-Sorbonne 1996 — 1997
French Language Teacher Education
Erasmus-von-Rotterdam-Gymnasium
Theoretical and Mathematical Physics
The American University of Paris
International Relations and Affairs
UCSF Occupational Health 2011 - Present
UCSF Medical Center 1999 - Present
SFGH Urgent Care 2008 - 2012
Wells Fargo Bank 1993 - 1995
Wells Fargo 1993 - 1994
First Nationwide Bank 1991 - 1993
Skills
Occupational Health, Occupational Health..., Nurse Practitioners, Nursing, Workers Compensation, Primary Care, Urgent Care, Ergonomics, Public Health, Vaccinations, Biosafety, Project Management, Clinic Management, Outpatient Orthopedics, Employee Engagement, Writing, Healthcare Management, Healthcare Information..., Research, Hospitals
Education
University of California, San Francisco 1995 — 1998
Master of Science, Occupational Health Nursing, Adult Nurse Practitioner
The College of Idaho 1985 — 1989
BA, Music and History
J.P. Morgan Securities LLC 2015 - Present
HSBC March 2014 - 2014
U.S. Bank November 2012 - December 2013
JPMorgan Chase November 2008 - November 2012
Citi Family Office - Smith Barney May 2007 - November 2008
Wells Fargo 2005 - 2007
Skills
Credit, Cash Management, Relationship Management, Banking, Investment Advisory, Business Development, Series 63, Finance, Portfolio Management, Commercial Banking, Series 7, Risk Management, Financial Services, Wealth Management, Cross Selling, Loans, Asset Managment, Asset Management, Lines Of Credit, Series 65, Treasury Management, Financial Advisory, Strategic Financial..., Life & Health Licenses, ChFC - Chartered..., Small Business Lending, Investment Management, Private Banking, Insurance, Commercial Lending, Financial Planning
Education
University of California, Davis
Bachelor of Science
The American College
Chartered Financial Consultant (ChFC)
The American College
Certified Financial Planner (CFP)
Avaya November 2013 - Present
Village of Marvin, NC December 2013 - Present
Immix Solutions 2005 - Present
eGroup, Inc. Technology Solutions for Serious Competitors. 2012 - 2013
Wells Fargo 2009 - 2012
SunGard Availability Services 2004 - 2005
i-Bridge 2002 - 2004
Cisco 1998 - 2001
Glenayre Electronics 1995 - 1998
Education
The Citadel 1987 — 1991
Bachelor of Science (BS), Computer Science and Mathematics
Houston Methodist April 2015 - Present
Wells Fargo December 2012 - April 2015
MD Anderson Cancer Center June 2010 - November 2012
MD Anderson Cancer Center January 2007 - June 2010
MD Anderson Cancer Center June 2005 - December 2006
Whitaker Medical March 2002 - July 2004
Skills
Recruiting, Contract Negotiation, Cold Calling, Consulting, Account Management, Salesforce.com, Temporary Placement, Management, CRM, Proposal Writing, Budgets, Affordable Housing, Sales, Mortgage Lending, Marketing, Customer Service, Leadership, Program Management, Team Building, Strategic Planning
Education
Texas Woman's University 2007 — 2009
Master of Business Administration, MBA
University of Houston 1995 — 1998
BBA, Marketing
Wells Fargo April 2012 - Present
Bank of America Merrill Lynch April 2010 - Present
Bank of America Merrill Lynch February 2005 - April 2010
Bank of America Merrill Lynch February 2000 - January 2005
Education
The Citadel 1995 — 1998
Bachelor of Applied Science (B.A.Sc.), Accounting
Wells Fargo Home Mortgage 2008 - Present
Wells Fargo 2008 - Present
Bank of America 2003 - 2007
Skills
Banking, Credit, Loans, Mortgage Lending, Portfolio Management, Commercial Banking, Credit Analysis, Risk Management, Financial Services, Capital Markets, Relationship Management, Retail Banking
Education
The Catholic University of America, Columbus School of Law 1993 — 1996
Juris Doctor, Law
Towson University
Mosaic Capital Partners November 2011 - Present
Deerfield Capital Management June 2010 - April 2011
Columbus Nova January 2006 - June 2010
Babson Capital Management March 2000 - January 2006
Wells Fargo December 1994 - February 2000
Huntington National Bank June 1992 - November 1994
Federal Reserve Bank of Cleveland September 1988 - May 1992
US Army May 1985 - August 1988
Skills
Capital Markets, Asset Managment, Portfolio Management, High Yield, Mezzanine, Alternative Investments, Investments, Acquisitions, Investment Management, Asset Management, Mergers & Acquisitions, Equities, Fixed Income, Capital, Finance, M&A experience, Due Diligence
Education
The Citadel 1981 — 1985
B.S., Business Administration
Case Western Reserve University - Weatherhead School of Management
Automobile Club of Southern California June 2011 - Present
Automobile Club of Southern California June 2010 - June 2011
Wells Fargo October 2009 - February 2010
WebVisible May 2009 - July 2009
Northwestern Mutual January 2007 - May 2009
Skills
Insurance, Disability Insurance, Leadership, Customer Service, Account Management, Finance, Microsoft Excel, Microsoft Office, Risk Management, Sales, Sales Management, Team Building, Cold Calling, Employee Benefits, Financial Analysis, Fixed Annuities, Management, Time Management, Training
Education
The Citadel 2004 — 2008
B.S., Business Administration
Army and Navy Academy
Central Piedmont Community College 2015 - Present
Moorhead Brothers Inc. 2008 - 2015
Infrastructure Contractors Inc., 2006 - 2008
Home Source Funding Group 2005 - 2006
Wells Fargo 2002 - 2005
Skills
Project Management, Leadership, Contract Management, Program Management, Project Planning, Construction, Team Building, Cross-functional Team..., Risk Management, Operations Management, Strategic Planning, Process Improvement, Financial Analysis, GPS Applications, GIS Systems, Data Modeling, Information Technology, Technology Integration, Environmental Compliance, Electrical Safety, Workplace Safety, AutoCAD, Site Inspections, Project Estimation, Arboriculture, Landscaping, Budget Management
Education
The Citadel 2008 — 2008
Masters in Engineering, Technical Project Management
York Technical College 2007 — 2007
CAD/CADD Drafting and Design Technology
The Citadel 1998 — 2002
BS, Business Administration, Management Information Sciences
AbilityFirst April 2015 - Present
Sport Chalet January 2010 - April 2015
Sport Chalet January 2009 - January 2010
Sport Chalet January 2007 - January 2009
Wells Fargo September 2006 - January 2007
Sport Chalet November 2003 - January 2007
Skills
Loss Prevention, Inventory Management, Retail, Inventory Control, Visual Merchandising, Customer Service, Outlook, Merchandising, Microsoft Excel, Store Management, Management, Process Scheduler, Leadership, Sales, Team Building, Apparel
Education
The California State University
Bachelor of Science, Business Administration; Management and Marketing
Wells Fargo July 2013 - Present
Bank of America June 2012 - August 2012
Union Bank June 2011 - August 2011
Northwestern Mutual January 2011 - June 2011
Victoria's Secret July 2010 - August 2010
Aflac June 2010 - August 2010
CampusBuddy January 2010 - March 2010
Sky Vision Investment Holdings Ltd. June 2008 - August 2008
Skills
Investments, Derivatives, Portfolio Management, Social Media, Insurance, Credit, Financial Analysis, Financial Modeling, Sales, Wealth Management, Bloomberg, Finance, Commercial Banking, Leadership, Corporate Finance, Relationship Management, Underwriting, Real Estate, Affordable Housing, Valuation, Loans, Retirement Planning, Bloomberg Terminal, Due Diligence, Credit Risk, Banking, Analysis, Management, Asset Management, Mutual Funds, Accounting, Training, Strategic Financial..., Credit Analysis, Capital IQ, Commercial Lending, Economics, Fixed Income, Risk Management, Financial Services, Loan Origination, Investment Banking, Mortgage Lending, Equities, Financial Risk, Microsoft Excel, Market Research, Financial Statement..., Investment Properties, Bonds
Education
University of Southern California - Marshall School of Business 2009 — 2013
Business Administration, Investments and Financial Markets, Real Estate Development
The Chinese University of Hong Kong
Exchange
Wells Fargo August 2008 - Present
Hewitt Associates November 2005 - August 2008
Wachovia March 1998 - November 2005
Skills
Blended Learning, Needs Analysis, Performance Consulting, Learning Management, E-Learning, Training Delivery, ADDIE, Instructor-led Training, Instructional Design, Captivate, Visio, Training, Technical Writing, Technical Documentation, Workshop Facilitation, Adult Education, SharePoint, Content Management, Learning Management..., Performance Improvement, SnagIt, Software Documentation, Employee Training, Technical Training, Knowledge Management, Content Development, Camtasia, Leadership Development, Dreamweaver, Distance Learning, Information Architecture, Organizational..., Adobe Acrobat, Consulting, Hands-on Training
Education
The Catholic University of America 1982 — 1987
Wells Fargo June 2014 - Present
Wells Fargo Advisors March 2008 - June 2014
Wachovia Securities January 2005 - March 2008
Wachovia Securities 2000 - 2005
Skills
FINRA, AML, Securities, Risk Management, Series 24, Securities Regulation, Series 7, Corporate Governance, Financial Services, Investments, Mutual Funds, Hedge Funds, Investment Advisory, Asset Management, Due Diligence, Equities, Anti Money Laundering
Education
The Catholic University of America, Columbus School of Law 1982 — 1985
JD
Mary Washington College 1977 — 1981
Wells Fargo May 2014 - Present
Wells Fargo August 2011 - April 2014
Wells Fargo January 2004 - July 2011
Skills
Commercial Lending, Small Business Lending, Commercial Mortgages, Retail Banking, Credit Analysis, Consumer Lending, Underwriting, Commercial Banking, Credit, Mortgage Lending, Loans, Banking, Portfolio Management, Financial Analysis, Lines Of Credit, Credit Risk, Loan Origination
Education
Pacific Coast Banking School 1997 — 1999
Albertson College of Idaho 1982 — 1986
Bachelor of Business Administration (B.B.A.), Finance, General and Marketing
City National Bank October 2008 - Present
Bank of America June 2004 - September 2008
Wells Fargo September 1997 - May 2004
Skills
Estate Planning, Personal Trust..., Personal Financial..., Asset Managment, Private Banking, Mortgage Lending, Retirement Planning, Financial Analysis, Certified Financial..., Financial Services, Banking, Investment Advisory, Loans, Portfolio Management, Insurance, Financial Advisory, Credit, Securities, Investment Management
Education
The American University of Paris 1988 — 1991
BA, International Affairs
ToutApp, Inc. June 2015 - Present
ToutApp, Inc. December 2014 - Present
Man Cave Authority May 2014 - Present
Koh Tao CrossFit May 2013 - August 2014
Wells Fargo April 2011 - October 2012
Wells Fargo August 2009 - April 2011
Standard Investments Chartered, Inc. June 2008 - November 2008
Skills
Sales, Lead Generation, SaaS, Social Selling, Financial Analysis, Cold Calling, Salesforce.com, Marketing, Real Estate, Banking, Finance, Microsoft Word, Acupuncture, Microsoft Excel, Microsoft Office, Laughter Yoga, PowerPoint, Social Media
Education
University of Southern California - Marshall School of Business 2005 — 2009
Business, Finance
Thammasat University 2008 — 2008
International Finance
Wells Fargo June 2014 - Present
Wells Fargo 2013 - June 2014
Wells Fargo 2010 - 2013
CoolTrade April 2009 - December 2009
Charles Schwab 2007 - 2009
Charles Schwab 1995 - 2007
Merrill Lynch 1993 - 1994
Skills
Process Improvement, Gap Analysis, Six Sigma, Cycle Time Reduction, Value Stream, SIPOC, Project Facilitation, Leading Cross..., Detailed Planning, System Enhancements, Performance Metrics, Root Cause Analysis, Metrics, KPI, Dashboard, SDLC, Business Process, Business Requirements, User Acceptance Testing, Business Process..., Process Mapping, Business Analysis, Process Engineering, Requirements Analysis, Process Development, Business Process Design, Requirements Gathering, Key Performance..., Business Process Mapping, Process Simulation, Project Management, Risk Management, Software Project..., Cross-functional Team..., Requirements Management, Management, Project Planning, Enterprise Software, Agile Methodologies, Plannning, Value Stream Mapping, Billing Systems
Education
The Catholic University of America
Mechanical Engineering
PulteGroup November 2013 - Present
Just Fine to Simply Divine January 2012 - Present
Wells Fargo Home Mortgage March 2013 - November 2013
Edward Jones Mortgage June 2011 - March 2013
Wells Fargo January 2009 - June 2011
Life Time Fitness April 2007 - November 2008
Ameridream Realty September 2004 - March 2007
Skills
Mortgage Lending, Mortgage Banking, Loans, Microsoft Office, Sales, Mortgage Underwriting, Microsoft Word, Real Estate, Credit Analysis, Refinance, Training, Development & delivery..., Hiring Employees, Managing Events, Managing Processes, AutoCAD, Hand Drafting, Textiles, Custom Furniture, Rendering, Staff Development, Harp, Operations Management, Motivation, Positive Energy, Communication, First Time Home Buyers, FHA financing, Team Building, Finance, Leadership, Residential Mortgages, USDA, Budgets, Outlook, Interviews, Investment Properties, Real Estate Financing, Time Management, Real Estate Economics, Selling, Referrals, Residential Homes, Space planning, Interior Design, Coaching, New Home Sales, Credit, Mortgage Servicing, VA loans
Education
The Art Institutes International-Minnesota 2008 — 2011
Associates of Applied Arts, Interior Design
Citizens Financial Group, Inc. August 2015 - Present
SunTrust Mortgage March 2015 - August 2015
Wells Fargo April 2014 - March 2015
Movement Mortgage August 2013 - March 2014
Wells Fargo April 1999 - July 2013
Skills
Mortgage Lending, Loan Origination, Refinance, FHA, Sales Management, Sales Process, Mortgage Banking, Loans, Real Estate, Leadership, Sales, Cold Calling
Education
The Citadel 1982 — 1986
Bachelor's Degree, Business Admin
The Buchholz Planning Corporation 2001 - Present
MassMutual Financial Group 1995 - 2000
Joseph Lakota & Associates 1993 - 1995
Wells Fargo 1988 - 1990
Larry Gordon Agency 1986 - 1988
Merrill Lynch 1985 - 1986
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
University of Pennsylvania - The Wharton School
CEBS Designation
The American College
CLU designation
Wells Fargo 2005 - Present
Raymond James 2003 - 2005
US Army 1996 - 2001
Education
Tulane University - A.B. Freeman School of Business 2001 — 2003
MBA, Finance
The Citadel 1992 — 1996
BA, English
Weathervane Seafoods May 2007 - Present
Bank of America February 2011 - March 2012
Wells Fargo September 2010 - January 2011
Higher Achievement September 2006 - May 2007
Gloria Jean’s Coffee January 2003 - January 2006
Prescott Park Arts Festival June 2003 - August 2005
Skills
Customer Service, Inventory Management, Management, Sales, Critical Thinking, Research, Public Speaking, Teaching, Event Planning, Competitive, Highly detail oriented, Organization, Communication
Education
University of Maine 2007 — 2010
BA, Psychology/ Sociology
The Catholic University of America 2006 — 2007
Psychology
MediKeeper, Inc. January 2015 - Present
MediKeeper June 2013 - January 2015
Peer Health Exchange September 2012 - May 2013
Wells Fargo June 2012 - August 2012
Three Rivers Provider Network; World Health and Education Organization Foundation June 2011 - August 2011
Commonwealth Foreign Exchange September 2010 - May 2011
Skills
Fundraising, Accounting, Research, Public Health, Healthcare, Nonprofits, Event Planning, Public Speaking, Community Outreach, Social Media, Business Development, Sales, Spanish, Social Networking, PowerPoint, Leadership, Microsoft Excel, Data Analysis, SPSS
Education
The George Washington University 2010 — 2013
B.B.A, International Business; Minor in Public Health
American University of Paris 2012 — 2012
International Business and French
University of Southern California 2009 — 2010
La Jolla Country Day School 2005 — 2009
Wells Fargo April 2013 - Present
Wells Fargo July 2009 - March 2013
Wachovia Bank N.A. 2006 - 2009
AT&T June 2005 - August 2005
Skills
Commercial Banking, Financial Analysis, Industry Research, Working Capital..., Financial Modeling, Industry Analysis, Excel, Team Building, Middle Market, Capital Structure, Strategic Planning, Competitive Analysis, Analysis, Banking, Credit Analysis, Portfolio Management, Corporate Finance, Cash Management, Commercial Lending, Microsoft Excel, Loans, Management, Risk Management, Underwriting, Finance, Credit
Education
Fairleigh Dickinson University-Florham Campus 2008 — 2009
MBA, Finance
The College of New Jersey 2002 — 2006
B.S., International Business
Wells Fargo January 2015 - Present
Wells Fargo December 2012 - January 2015
Wells Fargo June 2012 - December 2012
Parkland Ventures Inc. September 2010 - May 2012
US Navy May 2005 - July 2010
Skills
Military, Security Clearance, Microsoft Office, Strategic Planning, Microsoft Excel, Program Management, Military Operations, DoD, Project Management, Team Leadership, Team Building, Customer Service, Operational Planning, Military Experience, Leadership, Project Planning, Contract Negotiation, PowerPoint, Data Analysis, Logistics, Budgets, Financial Analysis, Banking, Finance, Accounting, Risk Management, Corporate Finance, Leadership Development, Outlook, Operational Risk..., Operations Management, Business Process..., Organizational..., Credit, Loans, Managerial Finance, Process Improvement, Analysis, Management, Business Analysis, Microsoft Word, Real Estate, Training, Financial Services, Credit Analysis, Financial Risk, Credit Risk, Investments
Education
The Citadel 2001 — 2005
Bachelor of Business Administration (B.B.A.), Accounting
HITT Contracting, Inc. November 2014 - Present
Turner Construction Company June 2010 - November 2014
Wells Fargo February 2009 - June 2010
Skills
Microsoft Office, Budgets, Strategic Planning, Negotiation, Project Management, Project Planning, Risk Management
Education
The Citadel 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Edmond Santa Fe High School 2001 — 2004
Wells Fargo April 2006 - August 2007
Wells Fargo April 2002 - April 2006
Wells Fargo June 2000 - April 2002
Wells Fargo December 1998 - June 2000
Wells Fargo January 1998 - November 1998
Skills
Financial Analysis, Analysis, Financial Modeling, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Banking, Accounts Payable, Financial Risk, Risk Management, Crystal Reports, Access, Report Writing, Reporting & Analysis, Report Development, Analytics, Analytical Skills, SQL, Data Mining, Performance Metrics, Metrics Reporting, KPI Dashboards, Excel Dashboards, Excel Pivot, Business Intelligence...
Education
The Art Institute of Charlotte 2012 — 2014
Bachelor's Degree, Culinary Management
University of South Carolina - Darla Moore School of Business 1991 — 1995
BS, Finance
Retired and enjoying time to pursue personal interests and family June 2014 - Present
Time Financial February 2013 - Present
Morgan Stanley Smith Barney June 2001 - February 2013
Wells Fargo May 1998 - June 2001
Skills
Equities, Series 7
Education
The American College
Chartered Life Underwriter (CLU)
University of Minnesota-Twin Cities
Biology, General
Wells Fargo November 1990 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Teaching, Public Speaking, Negotiation, Editing, C++, C, Java
Education
The College of New Jersey 1984 — 1988
Bachelor of Arts (B.A.), Psychology Minor in Criminal Justice
Ewing High School 1982 — 1984
Wells Fargo April 2008 - Present
Skills
Mergers & Acquisitions, Financial Modeling, Strategic Planning, Contract Negotiation, Program Management, Leadership, Management, Project Planning, Negotiation, Business Strategy, Customer Service, Marketing, Analysis
Education
Worcester Polytechnic Institute 2001 — 2004
Masters, Construction Project Management
The Catholic University of America 1986 — 1990
B.A., Political Science / History
Wells Fargo September 2012 - Present
Wells Fargo Home Mortgage June 2011 - September 2012
Education
The Chicago School of Professional Psychology 2003 — 2005
Master of Arts (M.A.), Industrial and Organizational Psychology
Wells Fargo July 2013 - Present
Wells Fargo May 2012 - August 2012
Skills
Financial Modeling, Valuation, Financial Analysis, Commercial Lending, Benchmarking, Strategic Planning, Capital Structure, Industry Research, WACC, Competitive Analysis, Capital IQ, Banking, Credit Analysis, Commercial Banking, Microsoft Excel, Corporate Finance, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Finance
Education
The College of New Jersey 2010 — 2013
Bachelor's degree, Finance, General, Graduate
Centene Corporation April 2015 - Present
Centene Corporation October 2013 - Present
Wells Fargo June 2013 - October 2013
Wellness Alternatives March 2011 - June 2013
Medical Staffing Network August 2009 - February 2011
Source Medical, LLC April 2006 - August 2009
Mosaic Pregnancy & Health Centers 2000 - 2006
Skills
Human Resources, Recruiting, Employee Relations, Organizational..., Behavioral Psychology, Case Management Services, Crisis Counselor, Psychology, Sourcing, Healthcare, Behavior Analysis, Time Management, Social Media, Crisis Intervention, Fundraising, Group Therapy, Temporary Placement, Career Development, Onboarding, HRIS, Wellness, Strategy, Management, Project Management, Applicant Tracking..., Interviews, Resume Writing, College Recruiting, New Hire Orientations, Leadership Development, Internet Recruiting, Temporary Staffing, Career Counseling, Staffing Services, Behavioral Interviewing, Training, Screening Resumes, Talent Acquisition, Interview Preparation, Organizational..., Hiring, Talent Management
Education
The Chicago School of Professional Psychology 2011 — 2013
Master of Psychology
.
Northwest House Springs
Wells Fargo September 1998 - Present
Mill Village Productions, Inc January 1991 - September 1998
Network Controls International, Inc August 1983 - August 1993
Skills
Web Development, Web Applications, Microsoft Office, Business Analysis, SQL, Management, Microsoft Excel, Leadership, Microsoft SQL Server, Analysis
Education
Clemson/Furman MBA 1981 — 1983
Master of Business Administration (MBA)
The Citadel 1968 — 1972
Bachelor of Science (BS), Business Administration and Management, General
LancasterHistory.org April 2013 - Present
LancasterHistory.org April 2013 - Present
Wells Fargo March 2005 - August 2012
Wells Fargo January 1982 - March 2005
Education
The American College 2004 — 2005
Hilton Grand Vacations March 2013 - Present
Wells Fargo April 2012 - March 2013
Education
The Art Institute of Las Vegas 2013 — 2016
Bachelor of Science (BS), Audio Production
Wells Fargo June 2013 - December 2014
Education
The Art Institute of Portland 2015 — 2017
MassMutual Seattle November 2014 - Present
Results Networking January 2012 - Present
Transcend Financial Group September 2008 - Present
New York Life Insurance Company September 2008 - November 2014
Wells Fargo June 2006 - July 2008
BMC Group June 2003 - June 2006
Skills
Entrepreneurship, Financial Analysis, Leadership Development, Business Strategy, New Business Development, Budgets, Finance, Management, Social Networking, Networking, Strategic Planning, Tax Free Income, Financial Education, Business Analysis, B2B, Lead Generation, Organizational..., Recruiting, Risk Management, Sales, Marketing Strategy, Strategy, Cash Flow, Cash Flow Forecasting, Retirement Income..., Income Protection, Diversification, Funnel Optimization, Financial Coaching, Macroeconomics, Macro Analysis, Asset Protection, Wealth Accumulation, Wealth Preservation..., Wealth Transfer, Multi-generational..., Successful Business..., Small Business, diversified income..., business exit strategy, Executive Compensation..., Long-term Care, Disability Insurance, Life Insurance..., Retirement Planning, Retirement Solutions, Estate Planning, Charitable Giving, Charitable Gift Planning, Buy-sell Agreements
Education
The American College
Financial Planning and Services
The American College
Finance, Business