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
Cox Communications April 2015 - Present
Cox Communications April 2015 - Present
Wells Fargo January 2014 - December 2014
Target November 2013 - April 2014
Robeks August 2013 - December 2013
Harris Teeter April 2010 - September 2011
Skills
Customer Service, Photoshop, Teamwork, Sales, Retail, Marketing, Windows, POS, Retail Sales, Inventory Control
Education
Tidewater Community College 2015 — 2018
None, Business Administration and Management, General
South Lakes Highschool 2009 — 2013
Standard Diploma, Network and System Administration/Administrator
Wells Fargo May 2011 - June 2012
Regis Corporation April 2008 - August 2009
University of Wisconsin - La Crosse Bookstore April 2008 - August 2009
Cub Foods May 2002 - August 2004
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Social Media, Teamwork, Windows
Education
Touro University Nevada 2012 — 2015
Doctor of Physical Therapy (DPT)
University of Wisconsin 2004 — 2007
Bachelor of Arts, Economics, Spanish
Venable LLP September 2013 - Present
Wells Fargo August 2013 - September 2013
Special Counsel January 2012 - August 2013
Blibaum & Associates, P.A. January 2011 - August 2011
United States Mint August 2010 - October 2010
Social Security Administration September 2009 - May 2010
Maryland General Assembly January 2010 - April 2010
HSBC March 2005 - August 2009
MBNA (now Bank of America) November 2004 - March 2005
AvCard, A Divisionof Kropp Holdings, Inc, (now World Fuel Services Corporation) June 2002 - November 2004
Skills
Legal Research, Legal Writing, Westlaw, Litigation Support, Mediation, Document Review, Research, International Relations, Microsoft Office, Editing, PowerPoint, Negotiation, Customer Service, Litigation, Legal Issues, Courts, Intellectual Property, Personal Injury, Family Law, Motions, Pleadings
Education
University of Baltimore School of Law 2007 — 2011
Doctor of Law (JD)
University of Baltimore 2006 — 2009
Master of Business Administration (MBA)
Towson University 1998 — 2002
Bachelor of Science (B.S.), Political Science
Perry Hall High School 1994 — 1998
Chartway Federal Credit Union April 2014 - Present
Arbonne International February 2014 - Present
It's a Kim Thing February 2013 - Present
Wells Fargo August 2010 - January 2013
Wells Fargo December 2001 - July 2010
Wells Fargo March 1997 - November 2001
Skills
Holiday Decorating, Training, Designing and..., Organization, Employee Benefits, Teamwork, Marketing, Strategy, Microsoft Excel, Microsoft Word, Internal Audit, Microsoft Office, Customer Satisfaction, Leadership, Sales, Finance, Decoration, Consumer Lending, Budgets, Credit, Banking, Financial Services, Holiday Decor, Risk Management, Creativity, Lines Of Credit, Process Improvement, Cross Selling, Forecasting, Performance Management, Strategic Planning, Small Business Lending, Loans, Talent Management, Retail, Human Resources, Training and Workshop..., Employee Engagement, Commercial Lending, Mortgage Lending, Retail Banking, Relationship Management, Cash Management, Credit Analysis, Investments, Fundraising, Employee Development, Portfolio Management
Education
Green Run High School
Tidewater Community College
IREA November 2014 - Present
E&I Holdings, Inc. August 2013 - November 2014
Castle Pines Corporation January 2006 - May 2013
Wells Fargo January 1997 - July 2000
Skills
Accounting, Languages, Management, Payroll Services
Education
Tidewater Community College
Associate's degree, Business Administration
University of Colorado at Denver
Bachelor of Business Administration (B.B.A.), Accounting
Avis Budget Group (Advantage Resourcing) January 2015 - June 2015
Liberty Tax Service December 2014 - April 2015
Xerox November 2013 - March 2014
Wells Fargo October 2013 - November 2013
Ree Ree's Daycare January 2007 - October 2013
Walmart August 1999 - September 2010
Marine Corps Community Services, Library August 1995 - November 1996
Skills
Team Leadership, Microsoft Excel, Management, Risk Management, PowerPoint, Supervisory Experience, Motivational Speaking, Accounting, Project Planning, Project Management, Communication Skills, Solid computer skills, Self-driven, Strategic Planning, Administrative/Clercial..., Sales/Retail, Microsoft Office, Microsoft Word, Java, Data Entry, Earned Value Management, Information Technology, Strategy, Customer Service, Leadership, Program Management, Public Speaking, Training
Education
Kaplan University 2011 — 2013
Master of Science in Management, Project Management, 3.83
Bryant & Stratton College-Virginia Beach 2003 — 2005
Bachelor of Business Administration, Information Technology, 3.35
Tidewater Tech-Trades 2001 — 2003
Associate of Applied Science in Business, Management, 3.82
HF Financial February 2013 - Present
Khaled Law Firm January 2012 - January 2013
Wells Fargo January 2011 - December 2011
Wells Fargo October 2007 - January 2011
Steak n Shake April 2007 - October 2007
Fort Mill Ford 2005 - 2006
Skills
Investments, Financial Services, Mortgage Lending, Mutual Funds, Insurance, Retirement Planning, Retirement, Life Insurance, Disability Insurance, Finance, Customer Service, Securities, Analysis, Employee Benefits
Education
Winthrop University
Economics
College of Staten Island
Touro College
Donjoy/ Rebound Medical September 2011 - Present
The Training Room, Inc. October 2004 - September 2011
Wells Fargo June 2004 - October 2004
Skills
Orthopedic, Medical Devices, Sales, Customer Service, Direct Sales, Healthcare, Selling, Microsoft Office, Cold Calling, Sales Operations, Capital Equipment, Orthopedics, Salesforce.com, Hospitals, Microsoft Excel, Program Management
Education
Towson University 1998 — 2002
Bachelor of Science (BS), Athletic Training/Trainer
ELS Educational Services, Inc October 2010 - November 2014
International Language Academies August 2005 - June 2008
Wells Fargo September 2004 - August 2005
Citi April 2001 - January 2004
Skills
Management, Strategic Planning, Finance, Internal Audit, Risk Management, International Business, Regulatory Compliance, Program Management, Project Management, Training, Business Development, Financial Analysis, Cross-functional Team...
Education
Thunderbird School of Global Management 2008 — 2010
MBA, Global Finance
University of California, Riverside 2000 — 2004
BS, Business Administration
McCormick & Company September 2015 - Present
McCormick & Company August 2013 - September 2015
Morgan Stanley February 2011 - August 2013
T. Rowe Price November 2009 - February 2011
Wells Fargo January 2008 - June 2009
Skills
New Business Development, Financial Analysis, Financial Reporting, Finance, Sales, Sales Operations, Fixed Income, Project Management, Project Planning, Customer Service, Customer Satisfaction, Customer Retention, Quantitative Analytics, Marketing Communications, Communication, Microsoft Office, Microsoft Excel, Microsoft Word, Series 6, Series 63, People Skills, Relationship Management, Building Relationships, Highly detail oriented, Reliable, Adaptability, Efficent, Interpersonal Skill, Integration, Multi Tasking, Competitive, Mutual Funds, Financial Services, Leadership, PowerPoint, Management
Education
University of Baltimore 2015 — 2018
Master of Business Administration (M.B.A.)
Towson University 2001 — 2005
Bachelor's degree, Business Administration and Management, Marketing
Bluegreen Vacations August 2012 - Present
Wells Fargo March 2011 - August 2012
Bank of America July 2008 - March 2011
Avis Budget March 1996 - March 2006
Skills
Full-Charge Bookkeeping, Analysis, Data Entry, Data Analysis, Accounts Payable, Accounts Receivable, Adjustments, Auditing, Research, Payroll, Employee Training, Organization, General Ledger, Financial Statements, Quarterly Taxes, Payroll Taxes, Multi-state Payroll..., Microsoft Excel, Microsoft Word, Outlook, Microsoft Office, Typing, Supervisory Skills, Data Research, Bookkeeping, Sales, Teller Operations, Spreadsheets, Budgets, Customer Satisfaction, Customer Service, Team Building
Education
Tidewater Community College 2005 — 2011
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Center for Degree Studies
Associate of Arts and Sciences (A.A.S.), Accounting
Wells Fargo March 2015 - Present
Wells Fargo March 2014 - Present
Teleperformance, USA October 2012 - March 2014
Skills
Computer Hardware, Troubleshooting, Networking, Technical Support, Customer Service, Call Centers, Customer Satisfaction, Telecommunications, Wireless Networking, Finance
Education
Tidewater Community College 2010 — 2012
Associate of Science (A.S.)
MACUMA December 2014 - Present
State Department Federal Credit Union July 2005 - Present
Wells Fargo June 1988 - July 2005
Skills
Organizational..., Team Building, Sales Operations, Team Motivation, Executive Management, Management, Consumer Lending, Mortgage Banking, Credit, Banking, Leadership, Underwriting
Education
Towson University 1984 — 1988
Bachelor of Science (BS), Business Administration Management, Marketing
Graduate - NAFCU Management Development Institute
Graduate - {AFSA} American Financial Services Association Management Development Program
ULTA Beauty April 2014 - August 2014
Rudy and Kelly Academy, Paul Mitchell Partner School February 2013 - March 2014
Culinary Institute of Virginia September 2010 - May 2012
Wells Fargo October 2009 - August 2010
Spence Marien Construction March 2005 - August 2010
Sentara Healthcare February 1998 - January 2005
Skills
Customer Service, Administrative..., Medical Office
Education
South University 2012 — 2015
Tidewater Community College 2002 — 2008
General Studies
Wells Fargo Bank 2003 - Present
Wells Fargo 1999 - 2003
Norwest Bank 1995 - 1998
Norwest Bank 1992 - 1994
Skills
Commercial Lending, Credit, Loans, Commercial Banking, Strategic Financial..., Financial Services, Portfolio Management, Financial Analysis, Corporate Finance, Finance, Banking, Credit Analysis, Financial Planning, Treasury Management, Wealth Management
Education
Thunderbird School of Global Management 1983 — 1984
Master's Degree, International Business
College of St. Thomas 1978 — 1982
Bachelor's Degree, Business Administration and Spanish, Magna Cum Laude
Wells Fargo January 2012 - Present
Tyillc real estate management January 2011 - June 2014
Education
Towson University 2015 — 2017
Business and Personal/Financial Services Marketing Operations
Wells Fargo April 2015 - Present
Blue Point Investment Management, LLC August 2014 - December 2014
Textron Systems June 2014 - September 2014
Towson University - Housing and Residence Life August 2012 - May 2014
Skills
Microsoft Office, Research, English, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Economics, Social Media, Public Speaking, Customer Service, Market Research, Team Leadership, Event Planning, Policy Analysis
Education
Towson University 2011 — 2014
Bachelor's Degree, Finance, 3.8
DeMatha Catholic High School 2008 — 2011
High School Diploma, 3.6
Atlantic Financial Group, LLC March 2014 - Present
Bank of America September 2008 - June 2012
Wells Fargo April 2003 - September 2008
Coldwell Banker Real Estate 1996 - March 2002
Ryan Homes August 1995 - September 1996
MCI Corporation December 1983 - July 1995
Skills
Customer Service, Credit, Banking, Risk Management, Financial Analysis, Business Analysis, Portfolio Management, Loans, Mortgage Lending, Finance, Analysis, Financial Modeling, Vendor Management, Process Improvement, Call Centers, Relationship Management, Financial Services, Program Management, Leadership, Strategic Financial...
Education
Delmarva Insurance School 2015 — 2015
Maryland Insurance License : Life & Health, Insurance
Towson University 1978 — 1983
Bachelor of Business Administration (BBA), Cultural Anthropology Minor
Shellpoint Mortgage December 2013 - Present
ServiceLink LoanCare Servicing October 2011 - December 2013
Chartway Federal Credit Union August 2010 - October 2011
Wells Fargo August 2009 - August 2010
Skills
Mortgage Servicing, Customer Service, Investor Reporting, Credit, Loans, Loan Servicing, Call Centers, Deposits, Cross Selling, Credit Cards, Team Building, Microsoft Excel, Microsoft Word, Banking
Education
Tidewater Community College 2007 — 2009
Bank of America Merrill Lynch June 2015 - Present
Wells Fargo January 2014 - Present
Citi January 2007 - January 2014
Wells Fargo (formerly Wachovia) April 2003 - January 2007
Allfirst Bank October 1994 - April 2003
Bank of America February 1983 - October 1994
Skills
Credit Analysis, Management, Business Development, Commercial Banking, Banking, Portfolio Management, Credit, Strategy, CRM, Loans, Credit Risk, Commercial Lending, Small Business Lending, Leadership, Retail Banking, Sales Management, Investments, Sales, Relationship Management, Mergers & Acquisitions, Marketing Strategy, Strategic Planning, Mortgage Lending, Finance, Risk Management, Series 63, Wealth Management, Treasury Management, Financial Analysis, Financial Services, Financial Risk, Direct Marketing, Series 7, Strategic Leadership, Direct Sales, Financial Modeling, Private Banking, Underwriting, Leadership Development, Training, Consumer Lending
Education
Towson University 1978 — 1982
Bachelorâs Degree, Business Administration & Economics
Wells Fargo July 2013 - Present
Carlisle & Gallagher Consulting Group April 2010 - July 2013
Bank of America August 2009 - April 2010
Bank of America May 2008 - March 2009
Bank of America November 2005 - May 2008
T. Rowe Price July 1995 - November 2005
Skills
Change Management, Product Management, Six Sigma, Digital Marketing, Banking, Small Business, Management Consulting, Online Banking, Business Analysis, Mutual Funds, Cross-functional Team..., User Acceptance Testing, Business Requirements, Visio, E-commerce, Product Development, Retirement Plans, eCommerce, 401k, Negotiation, Project Management, Defined Contribution, Paperless Statements, Scope Management, Internet Banking, Program Management, Strategy, Analytics, Digital Strategy, Leadership, Management, Analysis, Process Improvement, Retirement Planning
Education
Towson University
Bachelor's degree, Economics
Old Point National Bank February 2009 - Present
Wells Fargo November 2007 - February 2009
SunTrust Bank 2000 - November 2007
Skills
Commercial Lending, Banking, Cash Management, Retail Banking, Small Business Lending, Credit, Commercial Banking, Loans, Coaching, Mortgage Lending, Lines Of Credit, New Business Development, Customer Service, Branch Management, Consumer Lending, Credit Analysis, Loan Origination, Portfolio Management, Underwriting, Financial Analysis, Treasury Management, Mortgage Banking
Education
Tidewater Community College
Clos Du Val Winery May 2015 - Present
Women for WineSense 2009 - Present
St. Supery Vineyards & Winery March 2013 - May 2015
Diageo Chateau & Estate Wines January 2012 - March 2013
Domaine Carneros Winery 2008 - 2012
St. Francis Winery & Vineyards 2004 - 2008
O'Dowd Franklin Rabanal & Smith 2003 - 2004
MKF Group 2001 - 2003
Wells Fargo 1996 - 1998
Deloitte & Touche LLP 1991 - 1996
Skills
Finance, Budgets, Wine, Forecasting, Financial Reporting, Strategic Planning, QuickBooks, Wine Tasting, Financial Analysis, Marketing Strategy, Accounting, Assurance
Education
University of California, Los Angeles
B.A., Economics
Thunderbird School of Global Management 1989 — 1990
MBA, International Master's in Business
Yaqoob Enterprise November 2013 - Present
AA Tutoring Services March 2012 - Present
Wells Fargo September 2011 - August 2013
Jumhoori Publications June 2011 - August 2011
Skills
Leadership, Entrepreneurship, New Ventures, Communication, Management, Finance, Marketing, Strategic Planning, Team Leadership, Sales, Strategy, Customer Service, Marketing Strategy, Social Media Marketing, Public Speaking, Microsoft Office, Event Planning
Education
University of Maryland Baltimore County 2013 — 2015
Bachelor's degree, Finance, Economics
Towson University 2012 — 2014
Wells Fargo February 2015 - Present
NewDay USA June 2014 - January 2015
WBAL-TV May 2013 - June 2014
Towson Sports Network September 2012 - May 2014
Skills
Microsoft Office, Microsoft Word, PowerPoint, Photoshop, Social Media, Teamwork, Public Speaking
Education
Towson University 2010 — 2014
Bachelor of Science (BS), Mass Communication/Media Studies
PNC May 2013 - Present
Wells Fargo January 2012 - May 2013
Stride Rite November 2009 - January 2012
Skills
Customer Service, Administrative..., Clerical Skills, Clerical, Childcare, Helping Clients Succeed, Learning Quickly, Creative Problem Solving
Education
Tidewater Community College
Wells Fargo June 2013 - Present
Merrill Lynch June 2012 - May 2013
Dawson James Securities October 2010 - June 2012
Long & Foster Companies January 2007 - November 2010
Skills
Financial Advisory, Investment Banking, Investments, Banking, Retirement
Education
Towson University 2009 — 2011
B.A, Finance
University of Baltimore 2007 — 2009
Finance
CallRevu, LLC April 2014 - Present
CallRevu July 2012 - Present
University Of Baltimore May 2009 - Present
State of Maryland January 2007 - Present
Jerry's Toyota Scion September 2006 - July 2012
Wells Fargo June 2009 - June 2010
Towson University August 2005 - May 2009
Wells Fargo Financial 2009 - 2009
Castle Mitsubishi January 2006 - September 2006
Skills
Winning, Winning!, More...Winning!, Customer Service, Marketing, PowerPoint, Sales, Microsoft Office, Financial Modeling, Cross-functional Team..., Microsoft Excel, Automobile, Program Management, Automotive, Management, Time Management, Leadership, Business Strategy, Team Leadership, Inventory Management, Training, Selling, Negotiation, Strategic Planning, Business Development, Team Building, Coaching, Forecasting, Budgets, Customer Satisfaction, Customer Retention, Operations Management, Retail, Analysis, Process Improvement, CRM, Strategy, Marketing Strategy, Business Planning, Data Analysis, Leadership Development, Recruiting, Sales Management, Account Management, Public Speaking, Contract Negotiation, Sales Process, New Business Development, Social Media Marketing, Project Planning
Education
Towson University 2005 — 2009
Bachelor In Science, Business Admin.
Perry Hall High School 2002 — 2005
IS20G
Pine Grove Middle
Pine Grove Middle
Wells Fargo August 2013 - Present
Sarvarna Beauty Health Care January 2013 - July 2013
Harris Teeter June 2011 - January 2013
Education
Tidewater Community College 2013 — 2015
Wells Fargo 2013 - Present
ABNB Federal Credit Union September 2012 - June 2013
Marriott Hotels April 2011 - August 2012
Skills
Leadership, Prompt, Multi Tasking, Communication, Customer Experience, Problem Solving, Energy Efficiency, Organization, Positivity, Focused Execution, Customer Service, Dependable Team Player, Success Driven, Enjoy Challenges, Helping Clients Succeed, Passion for Helping...
Education
The academy of orthodontic assisting 2012 — 2013
Certificate of orthodontic assisting, Orthodontics/Orthodontology
Tidewater Community College 2011 — 2012
KeyCorp February 2015 - Present
KeyBank 2012 - Present
Chase October 2009 - October 2012
Wells Fargo May 2007 - October 2009
Skills
Banking, Finance, Portfolio Management, Credit, Management, Loans, Investments, Training, Sales, Financial Risk, Accounting, Customer Satisfaction, Customer Service, Time Management, Customer Retention, Microsoft Excel, Investment Properties, Microsoft Office, Small Business, Financial Modeling
Education
Southern University at New Orleans 2004 — 2007
Business Administration and Management, General
Tiffin University
Bachelor of Business Administration (B.B.A.), Business Administration/Accounting
Wells Fargo June 2014 - Present
Allegis Group March 2014 - June 2014
Hilton Worldwide July 2012 - February 2014
SunTrust Bank July 2009 - July 2012
Skills
Banking, Financial Analysis, Cash Management, Credit, Retail Banking, Credit Analysis, Loans, Accounting, Financial Reporting, Finance, Cash Flow, Auditing, Microsoft Excel, Financial Modeling, Customer Service, Internal Controls, Financial Risk, Credit Risk
Education
Towson University 2008 — 2012
Bachelor of Science, Finance, General
Chesapeake Urology Associates, PA December 2012 - Present
SECU October 2011 - December 2012
Wells Fargo March 2006 - October 2011
Wells Fargo May 2003 - March 2006
T. Rowe Price September 2000 - January 2003
T. Rowe Price January 1998 - September 2000
BALTIMORE'S PREMIERE PLACEMENT January 1997 - January 1998
Skills
Coaching, Employee Training, Human Resources, Instructional Design, Leadership, Leadership Development, Management
Education
Towson University
Master of Science, Human Resource Development
Towson University
Bachelor of Science, Psychology
Movement Mortgage, LLC March 2015 - Present
Wells Fargo April 2013 - March 2015
Morgan Stanley September 2009 - March 2013
Wells Fargo January 2008 - May 2009
T Rowe Price October 2005 - January 2008
Skills
Account Management, Structured Finance, Fixed Income Analysis, Risk Analysis, Reputational Risk, Customer Service, Securities, Fixed Income, Capital Markets, MBS, Structured Products, Bonds, Equity Research, Loans, Mortgage Lending, Finance, Sales, Management, Credit, Equities, Financial Modeling, Financial Services, Investments, Loan Origination, Portfolio Management, Residential Mortgages, Research
Education
Towson University
Hometown Gifts of Frederick April 2008 - Present
Hometown Gifts of Frederick April 2008 - Present
Hometown Gifts of Frederick April 2008 - Present
Wells Fargo December 2006 - March 2008
Wells Fargo July 2007 - December 2007
Wells Fargo September 2006 - June 2007
Citi Mortgage July 2006 - September 2006
Zi Pani July 2005 - July 2006
Zi Pani July 2005 - July 2006
Education
Towson University 2003 — 2005
BS, Mass Communication / Advertising
Wells Fargo April 2015 - Present
Verizon Wireless October 2011 - August 2013
Chase October 2010 - October 2011
Third Federal March 2007 - September 2009
Skills
Customer Service, Insurance, Leadership, Training, Team Building, Account Management, Call Centers, Administrative..., Data Entry, Telecommunications, Money Management, Loan Servicing, Banking, Microsoft Office, Time Management, Outlook, Customer Satisfaction, PowerPoint, Customer Retention, Microsoft Word, Credit
Education
Tiffin University 2010 — 2011
Criminal Justice/Law Enforcement Administration
Wells Fargo September 2013 - Present
CoStar Group November 2007 - September 2013
Enterprise Rent-A-Car January 2007 - May 2007
Skills
Market Research, Analytics, Market Analysis, Research, Marketing Research, Data Analysis, Microsoft Office, Management, Business Analysis, Leadership
Education
Towson University 2003 — 2007
B.S, Business Administration, Management
Fitzgerald Auto Mall January 2014 - Present
Exit Preferred Realty August 2011 - December 2011
Wells Fargo May 2010 - October 2010
Skills
Building Business..., Business, Customer Service, Marketing Strategy, Sales, Friendly Personality, Pricing, Automotive, Marketing, Analysis, Customer Satisfaction, Team Building
Education
Towson University 2005 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Bohemia Manor High school 2003 — 2005
Associate's degree, Business Administration and Management, General
Wells Fargo June 2013 - Present
Target June 2010 - May 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Teamwork, Customer Service, Financial Reporting, Tax, Research, Leadership, Data Entry, Access, Credit, Time Management, Outlook, Inventory Management, Retail, Critical Thinking, Customer Satisfaction, Training, Banking, Telephone Skills, Coaching, Cashiering
Education
Old Dominion University 2013 — 2015
Bachelor's of Business and Administration, Accounting
Tidewater Community College 2010 — 2014
University of North Carolina at Charlotte 2008 — 2010
Nursing
Wells Fargo November 2013 - July 2014
Wells Fargo April 2007 - November 2013
T. Rowe Price 2005 - April 2007
Skills
Retirement Planning, Financial Analysis, Financial Modeling, Portfolio Management, Strategic Financial..., Banking, Credit, Investments, Finance, Credit Analysis, Loans, Valuation, Corporate Finance, Risk Management, Mutual Funds, Bloomberg, Mortgage Lending, Securities
Education
Towson University 2011 — 2014
Master's degree, Information Technology, 3.97 out of 4.00
University of Maryland College Park 1999 — 2003
Bachelor of Arts (B.A.), Economics
Sentara Norfolk General Hospital June 2014 - Present
Wells Fargo September 2009 - April 2013
Enchanted Forest Nursery & Stone April 2009 - August 2009
US Navy January 2006 - August 2008
Skills
Teamwork, Data Entry, Troubleshooting, Microsoft Office, PowerPoint, Microsoft Word, Time Management, Access, Leadership, Data Analysis, Critical Thinking, Analysis, Sales, Training, Outlook, Team Leadership, Customer Service, Call Centers, Human Resources, Administrative..., Accounting, Microsoft Excel, Research, Public Speaking, Microbiology, Chemistry, Problem Solving
Education
Old Dominion University 2013 — 2014
Bachelor of Science (B.S.), Biological Sciences, 2.81
Tidewater Community College 2012 — 2013
Associate of Science (A.S.), Science, 3.137
Tidewater Community College 2009 — 2012
Associate of Science (A.S.), Business Administration, 3.080
KeyBank October 2014 - Present
Wells Fargo February 2011 - October 2014
Proficio Bank March 2006 - February 2011
US Bank January 2005 - March 2006
JP Morgan Chase August 2003 - December 2004
Credit Lyonnais (Credit Agricole CIB) 1996 - 2003
Royal Bank of Canada 1990 - 1996
Skills
Banking, Credit, Finance, Commercial Lending, Commercial Banking, Portfolio Management, Corporate Finance, Loans, Banking Relationships, Leadership, Management, Cash Management, Team Leadership, Financial Risk, Financial Services, Capital Markets, Strategy, Relationship Marketing, Financial Analysis, Relocation, Investment Banking, Asset Based Lending, Underwriting, Credit Analysis, Structured Finance, Financial Structuring, Negotiation, Derivatives, CRM, Treasury Management, Credit Risk, New Business Development, Risk Management, Mortgage Lending, Budgets, Training, Investments, Lines Of Credit, Restructuring, Auditing, Executive Management
Education
Thunderbird School of Global Management 1989 — 1990
MBA, International Business
Denver College 1986 — 1989
Bachelor of Science, Business
Orem High School 1978 — 1980
Wells Fargo January 2013 - Present
Pharmacare Management, Inc. August 2011 - December 2012
Susquehanna Bank August 2004 - August 2011
Wachovia 1998 - 2004
Skills
Commercial Banking, Small Business Lending, Loans, Commercial Lending, Treasury Management, Risk Management, Credit Analysis, Strategic Financial..., Retail Banking, Wealth Management, Underwriting, Financial Analysis, Banking, Deposits, Finance, Credit, Consumer Lending, Mortgage Lending, Lines Of Credit, Loan Origination, Cash Management, Portfolio Management, Relationship Management, Commercial Mortgages, Credit Risk, Asset Based Lending, Cross Selling, Financial Services, SBA, Insurance, Executive Management, Mergers & Acquisitions, Investments
Education
Towson University 1986 — 1991
B.S., Business Administration
Wells Fargo Bank January 2011 - Present
Wells Fargo January 2006 - July 2011
Bank of America November 2000 - January 2006
Bank One June 1998 - November 2000
Wells Fargo HSBC Trade Bank, NA May 1996 - July 1998
Bank One July 1993 - May 1996
Education
Thunderbird School of Global Management 1991 — 1992
MBA, International Business, with Distinction
University of Arizona 1986 — 1990
BA, Spanish, Philosophy, cum laude
Universidad de Salamanca 1988 — 1989
Filologia Española
Nationwide Insurance July 2005 - January 2015
Wells Fargo 1998 - 2005
Jenny Craig 1991 - 1998
Long & Foster Companies 1983 - 1991
Skills
Office Management, Management, Customer Service, Team Motivation, Customer Service..., Contract Management, Education, Customer Service..., Real Estate, Insurance, Supervisory Skills, Training, Organizational...
Education
Towson University
Bachelor's Degree, Elementary Education and Teaching
Wells Fargo Bank May 2010 - Present
CFA Society Miami July 2013 - July 2014
Falcon Private Bank (ex-AIG PB) 2006 - September 2010
CFA Society of Argentina & Uruguay 2008 - 2010
Wells Fargo June 2002 - August 2006
ABN AMRO Bank 1991 - 2002
ABN AMRO 1991 - 2002
Skills
Gestión de cartera de..., Inversiones, Gestión de capital, Inversiones alternativas, Gestión de activos, Valores (finanzas), Banca, Rentas fijas, Acciones, Estrategias de inversión
Education
Thunderbird School of Global Management 1988 — 1989
MBA, MBA
University of Washington, Michael G. Foster School of Business 1980 — 1982
Wells Fargo August 2014 - Present
JPMorgan Chase 2012 - September 2014
Skills
Banking, Mortgage Lending, Mortgage Banking, Loan Origination, Credit, Residential Mortgages, Refinance, Loans, FHA
Education
Towson University
Business Administration with an Economics Track
Wilmington Trust June 2007 - Present
Wells Fargo December 2004 - May 2007
JP Morgan Chase March 2003 - December 2004
Deutsche Bank July 1998 - September 2002
Seling & Associates Inc September 1995 - July 1998
Skills
Fund Administration, Banking, Investments, Securities, Mutual Funds, Equities, Credit, Wealth Management, Relationship Management, Loans, Commercial Banking, Financial Services, Finance, Capital Markets, Hedge Funds
Education
University of Baltimore 1999 — 2002
Masters, Taxation
Towson University 1990 — 1992
Bachelors, Economics
University of Maryland Baltimore County 1988 — 1990
Calvert Hall High School 1984 — 1988
Delaware Claims Processing Facility February 2015 - Present
Delaware Claims Processing Facility December 2014 - February 2015
Delaware Claims Processing Facility August 2014 - December 2014
Delaware Claims Processing Facility February 2014 - August 2014
Wells Fargo August 2013 - January 2014
Baltimore Orioles March 2012 - June 2013
Skills
Claims Handling, Microsoft Excel, Microsoft Office, Customer Service, Data Entry, Access
Education
Towson University 2009 — 2013
Bachelor of Science (B.S.), Economics
Sears Holdings Corporation September 2014 - Present
Crystal Charities, Inc January 2004 - Present
Sears Holdings Corporation September 2013 - August 2014
Sears Commercial March 2008 - July 2013
Ledgent 2007 - 2008
Wells Fargo May 2006 - August 2007
Wells Fargo Financial May 2004 - May 2006
Circuit City May 1999 - May 2004
Ripken Baseball 2003 - 2003
Skills
Selling, Sales, Sales Management, Business Development, B2B, Sales Process, Sales Presentations, Negotiation, Contract Negotiation, Sales Operations, Management, Time Management, New Business Development, Customer Service, Recruiting, Account Management, SAP, Forecasting, Marketing, Public Relations, Pricing, Marketing Strategy, Trade Shows, Team Leadership, Customer Satisfaction, Start-ups, Miller-Heiman Strategic..., Salesforce.com, SAP Implementation, Fundraising, Event Planning, Public Speaking, Direct Sales, Proposal Writing, Solution Selling, Microsoft Office, Sales Plan, Strategic Sales Plans, Tactical Sales Planning, Sales Analysis, Databases, Sales Funnel..., E-commerce, Non-profits, Customer Relations, Consultative Selling, Writing, Territory, Sales Funnels, Cold Calling
Education
Merrick School of Business (Univ. of Baltimore/Towson Univ.) 2011 — 2017
MBA, MBA
Towson University 2001 — 2004
BS, Marketing and Electronic Business
Wells Fargo December 2010 - Present
AJ Wright December 2006 - February 2011
Education
Oscar Smith High School 2005 — 2007
Tidewater Community College
Business Administration and Management, General
Gateway One Lending & Finance January 2013 - Present
Wells Fargo January 2006 - December 2012
GM Financial/AmeriCredit June 2001 - September 2006
AmeriCredit Financial Services January 2001 - January 2006
Tidewater Motor Credit January 1998 - January 2001
Skills
Credit, Finance, Negotiation, Sales, Loans, Portfolio Management, Financial Risk, Business Relationship..., Consumer Lending, Funding, Banking, Risk Management, Loan Origination, Financial Services, Investments, Relationship Management, Building Relationships, Customer Service, Pricing, CRM, Commercial Banking, Sales Management, Insurance, Commercial Lending, Sales Operations, Credit Analysis, Credit Risk, Financial Analysis, Underwriting, Cross Selling, Strategic Financial..., Loss Mitigation, Credit Cards, Retail Banking, Mortgage Banking, Mortgage Underwriting, Credit Scoring, Loan Servicing, Small Business Lending, Lines Of Credit, Structured Finance, Mortgage Lending, Leadership, Executive Management, Customer Retention
Education
Tidewater Community College 1995 — 1996
Associates, General Studies
Wells Fargo March 2010 - Present
Wachovia/ Wells Fargo September 2007 - March 2010
JPMorgan Chase October 2002 - September 2007
WorldCom/ UUNET/ CompuServe Network Services January 1997 - September 2002
Skills
Program Management, Vendor Management, Project Portfolio..., Integration, PMP, Change Management, Data Center, Enterprise Software, Leadership, Management, PMO, Project Management, Risk Management, Team Management, Mergers & Acquisitions, Networking, Portfolio Management
Education
Thunderbird School of Global Management 1992 — 1994
MBA
University of Arizona, James E. Rogers College of Law 1988 — 1990
JD, International, Business Law
Wesleyan University 1984 — 1988
BA, Economics
Wells Fargo August 2012 - Present
Wells Fargo March 2011 - August 2012
Wells Fargo Home Mortgage March 2009 - February 2011
Wachovia Mortgage, FSB June 2007 - March 2009
CoreStar Financial Group November 2002 - February 2007
Skills
Mortgage Lending, Real Estate, Mortgage Banking, Sales, Banking, Customer Service, Small Business, Commercial Lending, Loans, Loan Origination, Time Management, Training, Investment Properties, Recruiting, Negotiation, Cold Calling, Leadership, FHA, Refinance, Sellers, USDA, New Business Development, Insurance, Credit, Underwriting, Finance, Risk Management, Business Development, Financial Analysis, Selling, Consumer Lending, Coaching, Residential Mortgages, Credit Analysis, Customer Satisfaction, Marketing, Mortgage Underwriting, Management, Sales Management, Residential Homes, FHA financing, Small Business Lending, First Time Home Buyers, Payroll, Investments, Team Building, Account Management, Referrals, VA loans
Education
Towson University 1994 — 1999
Bachelor of Science, Business Administration with a Minor in Economics
Wells Fargo August 2011 - Present
Morgan Stanley 2005 - 2011
Skills
GMI, Calypso, FX, Futures, Options, Exchange Traded..., Interest Rate Swaps, Process Improvement, Project Mangement, User Acceptance Testing, Settlements, Analysis, Margin, P&L, Outlook, Excel, Settlement, Back Office, Swaps, Project Management, FX Options, Derivatives, Microsoft Excel, Equity Derivatives, Bloomberg, Capital Markets, Equities, Fixed Income, Risk Management, Securities
Education
Towson University
Interdisciplinary Studies, Business
GEICO February 2014 - Present
PNC 2013 - January 2014
CBN 2014 - 2014
Wells Fargo December 2011 - March 2013
JC Films - "Finding Faith" July 2012 - July 2012
Wells Fargo February 2007 - December 2011
Life Out Loud Films October 2010 - October 2010
Skills
Creative Writing, Interpersonal..., Film, Acting, Supervisory Experience, Writing, Editing, Organization, Marketing Communications, Communication, Learning Quickly, Work Well Independently, Supervisory Skills, Event Planning, Marketing Event Planning, Time Management, Multitasking Skills, Public Speaking, Interpersonal..., Microsoft Office, Film Production, Television, Social Networking, Customer Service, Video Production, Sales, Social Media
Education
Virginia Polytechnic Institute and State University 2009 — 2011
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
Tidewater Community College 2007 — 2009
Associate of Science (AS), General Studies
Chartway Federal Credit Union January 2013 - Present
Wells Fargo January 2012 - August 2012
Wells Fargo March 2010 - December 2011
Wells Fargo November 2007 - February 2010
A-1 Quality Floors January 1994 - December 2008
Pembroke Meadows Elementary School Parent Teacher Association August 2005 - July 2007
Lillian Vernon September 1997 - March 2005
Moms Offering Moms Support Club June 1998 - June 1999
Atlantic Dermotology Associates June 1990 - June 1996
Skills
Cash Management, Microsoft Excel, Accounting, Commercial Banking, Outlook, Microsoft Office, Access, Process Improvement, Financial Reporting, Staff Supervision, Computer Proficiency, Call Center, Staff Management, Up-selling, Tax Preparation, Research, Operational Risk..., Risk Management, Banking, Budgets, Call Centers, Customer Service, Sales, Strategic Planning, Team Building
Education
Tidewater Community College 1990 — 1990
Wells Fargo September 2013 - October 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Tidewater Community College 2010 — 2013
Associate's degree, Business Administration and Management, General
Tidewater Community College 2011 — 2012
Patrick Henry College PresidentPatrick Henry CollegeAugust 2015 - Present
First Baptist Church McKinney January 2012 - August 2015
Wells Fargo April 1993 - February 2012
Skills
Nonprofits, Leadership Development, Public Speaking, Leadership, Fundraising, Strategic Planning, Budgets, Teaching, Team Building, Management, Volunteer Management
Education
Thunderbird School of Global Management 1981 — 1982
MBA, International Finance and accounting
King Realty Group 2009 - Present
CeleritasCloud January 2015 - Present
NOMINUS Capital, LLC 2013 - Present
Freelance 2010 - Present
Navigant Consulting February 2011 - July 2012
Wells Fargo 2002 - 2009
Southwestern Power 2001 - 2002
Worldpoint Interactive 2000 - 2001
PG&E Energy Services 2000 - 2001
Credit Suisse First Boston 1997 - 1999
Skills
Project Finance, Energy, Pricing, Financial Modeling, Due Diligence, Valuation, Renewable Energy, Financial Analysis, Private Equity, Mergers, Investments, Corporate Finance, Venture Capital, Risk Management, Business Strategy, Start-ups, Strategy, Mergers & Acquisitions, Analysis, Finance, Business Development
Education
Thunderbird School of Global Management 1993 — 1995
MBA
University of Arizona
BA
St. Mary's College of California
Jesuit Prep
Allianz Global Assistance August 2015 - Present
Wells Fargo December 2014 - July 2015
AvalonBay Communities February 2013 - November 2014
American Family Insurance February 2012 - December 2012
Education
Virginia State University 2015 — 2017
BS Economics
Tidewater Community College 2012 — 2014
Associate of Arts (AA), Economics; Spanish
Wells Fargo July 2015 - Present
Education
Walden University 2007 — 2014
Ph D, Public Policy and Administration
Tiffin University 2006 — 2007
Master of Science, Crime Analysis
Tiffin University 2001 — 2005
Bachelor Of Science, Criminal Justice
Wells Fargo July 2014 - Present
AutoBell Car Wash November 2011 - July 2014
Skills
Team Leadership, Teamwork, Time Management, Problem Solving
Education
Tidewater Community College 2012 — 2016
J & K Tree & Land 'LLC' March 2013 - Present
Wells Fargo April 2010 - May 2015
Wachovia 2005 - 2010
Skills
Microsoft Office, Microsoft Word, PowerPoint, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, HTML, Budgets, Team Building, Editing, Teamwork, Marketing Strategy, Marketing, Financial Analysis, System Administration, Retail, Data Entry, Inventory Management, Team Leadership, Microsoft Excel
Education
Tidewater Community College
No, Administrative Assistant and Secretarial Science, General
John Yeates
Diploma
Keys Business College
Wells Fargo June 2014 - Present
Wells Fargo Bank June 2011 - June 2014
Flextronics January 2005 - May 2011
Flextronics January 2004 - January 2005
Flextronics December 2002 - January 2004
WMDT 1994 - 1995
WMDT 1994 - 1995
WMDT 1994 - 1995
WMDT 1994 - 1995
WMDT 1994 - 1995
Skills
Customer Service, Sales, Sales Operations, Leadership, Management, Customer Satisfaction, Team Building, Inventory Management, Team Leadership, Operations Management, Microsoft Office, Sales Management, Process Improvement, Troubleshooting, Telecommunications, Coaching, P&L Management, Customer Experience, Program Management
Education
Towson University
Television, Radio, Film
Bank of America June 2011 - Present
Wells Fargo October 2010 - June 2011
Foundation Financial Group October 2009 - October 2010
Skills
Public Speaking, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, English, Public Relations, Outlook, Management, Banking, Risk Management, Sales, Leadership, Marketing, Credit
Education
Towson University 2005 — 2009
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Wintrust Mortgage Corporation September 2012 - Present
Tenacity Group August 2005 - September 2011
Wells Fargo Financial March 1997 - August 2005
Wells Fargo 1997 - 2005
Skills
Mortgage Lending, FHA, Loans, Credit, First Time Home Buyers, USDA, New Business Development, Non-Conforming, Marketing, Customer Oriented, Consultative Sales..., Relationship Marketing, Disc Golf, VA Loans, FNMA, FHLMC, Fannie Mae
Education
Towson University 1990 — 1993
Business Admininstration/Marketing
York College of Pennsylvania 1989 — 1990
Loyola Blakefield High School 1985 — 1989
General Studies
St. Marks
Wells Fargo March 2014 - Present
McKesson August 2011 - March 2014
StudentCity.com February 2008 - August 2009
Explorica August 2005 - February 2008
Studentcity.com/STS Travel June 2002 - August 2005
Skills
University Relations, Global Talent..., Human Resources, College Recruiting, Manage Client..., Client Relations Skills, Operations Management, Financial Accounting, Growth Strategies, Marketing Management, Employer Branding, Change Management, Project Management, Program Management, PeopleSoft, SAP, Taleo, Strategy, Cross-functional Team..., Strategic Planning, Leadership, Management, Market Research, Training, Marketing Strategy, Business Strategy, Competitive Analysis, Marketing
Education
Thunderbird School of Global Management 2010 — 2011
MBA, Change Management
University of Rochester 1998 — 2002
Bachelor's degree, Economics, English
Wells Fargo March 2015 - Present
Johns Hopkins University June 2014 - March 2015
Ameriprise Financial Services, Inc. January 2014 - May 2014
Livingston Financial Group February 2013 - February 2014
New York Life Insurance Company June 2013 - August 2013
Skills
Financial Analysis, Budget Monitoring, Financial Modeling, Financial Statements, Budget Reconciliation, Equity Research, Financial Reporting, Financial Markets, Financial Institutions, Budget Allocation, Corporate Finance, Mutual Funds, Fixed Income, Accounts Payable, Bloomberg Software, Microsoft Excel, Microsoft Word, Research, Teamwork, Customer Service
Education
Towson University 2010 — 2014
Bachelor of Science, Business Administraton with a Concentration in Finance, GPA: 3.65
Towson University
Hutton Communications Inc. August 2015 - Present
TESSCO Technologies January 2010 - August 2015
State Farm January 2009 - January 2010
Armstong Hulseberg Builders August 2008 - January 2009
Wells Fargo 2006 - 2008
Skills
Program Management, Wireless, Telecommunications, Cellular Communications, Salesforce.com, Project Management, Account Management, Sales Operations, Solution Selling, Sales, Direct Sales, New Business Development, Sales Management, Marketing Strategy, Sales Process
Education
Towson University 2001 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo December 2000 - December 2013
Ogden/VA Micrographics January 1998 - January 2000
Branch Banking & Trust Co January 1988 - January 1998
Skills
interpersonal skills, Publisher, Visio
Education
Tidewater Community College 1990 — 1992
Business Administration, Accounting and Marketing
Capital One Home Loans July 2015 - Present
Bank of America February 2014 - July 2015
Wells Fargo April 2011 - February 2014
Wells Fargo September 2009 - April 2011
Wells Fargo Company September 2004 - September 2009
Wells Fargo Company July 1999 - September 2004
Wells Fargo Company March 1998 - July 1999
Citizens Bank of Maryland March 1994 - February 1998
Bank of Baltimore February 1991 - March 1994
C&S Sovran Bank April 1990 - February 1991
Skills
Commercial Lending, Small Business Lending, Loans, Consumer Lending, Commercial Banking, Credit, Credit Analysis, Banking, Retail Banking, Lines Of Credit, Mortgage Lending, Loan Origination, Cross Selling, Commercial Mortgages, Mortgage Banking, Underwriting, Risk Management, Wealth Management, Investments, Refinance, Finance, Financial Services
Education
Towson University 1985 — 1990
Bachelor of Science
Constellation Energy December 2006 - Present
Allegis Group December 2004 - December 2006
Wells Fargo July 2003 - December 2004
Legg Mason February 1999 - July 2003
Education
Towson University 2005 — 2008
MBA, MBA Joint Program with UB
University of Baltimore 2005 — 2008
M.B.A in Finance, Finance, International Business
Konami Gaming, Inc. November 2014 - Present
Goldman Sachs 2010 - September 2014
Thunderbird School of Global Management 2008 - 2011
Wells Fargo 2009 - 2010
MBA FIELD ASSIGNMENT 2008 - 2008
MBA FIELD ASSIGNMENT 2008 - 2008
MBA FIELD ASSIGNMENTS 2008 - 2008
Thunderbird School of Global Management 2005 - 2007
State of Arizona 2004 - 2005
University of Arizona 2003 - 2004
Skills
Strategic Planning, Leadership, Strategy, Business Strategy, Lean Manufacturing, International Business, Human Resources, Program Management, Consulting, Business Analysis, Six Sigma, Research, Management Consulting, Financial Modeling, Financial Analysis, Market Research, Data Analysis, Analysis, Training: Industry..., Management
Education
Thunderbird School of Global Management 2006 — 2008
MBA, International Management Specialization in Finance & Strategy
University of Nevada Las Vegas Lee Business School 2001 — 2003
B.S, Management
Catholic Relief Services October 2014 - Present
COMMUNITY & VOLUNTEER ACTIVITIES January 2013 - May 2015
Krizman Consulting February 2014 - October 2014
Good Shepherd Services (GSS) February 2013 - February 2014
UMBC Career Fair 2013 - 2014
UMBC Career Fair 2013 - 2014
Harry and Jeanette Weinberg Foundation May 2008 - March 2013
Wells Fargo March 2006 - March 2008
Law Offices of Jay Dackman September 2004 - January 2006
Saiontz, Kirk, and Miles Law Offices June 2002 - January 2004
Skills
International Relations, Autism Spectrum..., Nonprofits, Community Outreach, Event Management, Non-profits, Public Speaking, Fundraising, Event Planning, Adolescents, Grant Writing, Clinical Research, Public Relations, Leadership Development, Treatment, Volunteer Management
Education
University of Maryland Baltimore County 2009 — 2013
Applied Sociology
Towson University 1998 — 2002
BS, International Relations
JPMorgan Chase & Co. July 2015 - Present
Protiviti June 2011 - June 2015
KPMG July 2009 - June 2011
Wells Fargo October 2001 - July 2009
Skills
Banking, Credit, Underwriting, Credit Risk, Loans, Risk Management, Process Improvement, Retail Banking, Financial Risk, Leadership, Portfolio Management, Compliance, Credit Cards, Consumer Finance, Loan Modifications, Mortgage, Loss Mitigation, Mortgage Lending, Credit Analysis, Internal Audit, Risk, Operational Risk, Consumer Lending, Risk Assessment, Management Consulting, Loan Origination, Salesforce.com, Mortgage Servicing, Auditing
Education
Wilmington College 2008 — 2010
M.B.A., Masters of Business Adminstration
Towson University 1998 — 2001
B.S., Business Administration, Concentration in Marketing
Cherokee High
UBS Financial Services, Inc. November 2008 - Present
Goldman Sachs 2003 - 2008
Wells Fargo 1998 - 2003
Bank of Tokyo-Mitsubishi UFJ 1992 - 1998
Education
Thunderbird School of Global Management 1989 — 1990
MBA, International Finance
Vanderbilt University 1981 — 1985
BA, Economics
Wells Fargo November 2007 - Present
Charmer Sunbelt Group May 2005 - September 2007
Legg Mason 1999 - 2005
Skills
PMP, Project Management, PMO, SDLC, Business Analysis, Vendor Management, Program Management, Visio
Education
Towson University 1991 — 1994
Wells Fargo Bank Sales ConsultantWells Fargo Merchant Payment Solutions2004 - Present
Wells Fargo 2004 - Present
Education
Towson University 1989 — 1996
Wells Fargo October 2009 - Present
Wells Fargo Home Mortgage 1992 - 2009
Skills
Capital Markets, Mortgage Lending, Banking, Finance, Credit, Financial Analysis, Executive Management
Education
Towson University 1985 — 1989
Wells Fargo December 2001 - Present
Education
Towson University 1996 — 1999
ALTA IT Services, LLC 2015 - Present
Sourcefire August 2013 - November 2014
Jacob & Sundstrom, Inc. 2008 - 2013
ICF International 2008 - 2013
Wells Fargo 2000 - 2008
Towson University 2001 - 2003
Dakota Imaging January 1999 - July 2000
McCabe & Associates September 1996 - January 1999
Applied Sciences and Engineering Lab September 1995 - August 1996
Digital Equipment Corporation 1995 - 1995
Skills
PMP, SQL, Perl, Java, JavaScript, C++, Visio, C, PHP, MS Project, PL/SQL, Microsoft Excel, Pascal, jQuery, HTML, CSS, AJAX, MySQL, Bash, Awk, Programming, Linux, Integration, Unix, Microsoft Project
Education
University of Maryland Baltimore County 2012 — 2015
Master's degree, Engineering Management
University of Maryland Baltimore County 2009 — 2011
Graduate Certificate, Engineering Management
University of Delaware 1994 — 1996
M.S., Computer Science
University of Maryland College Park 1996 — 1997
Computer Science
Towson University 1992 — 1994
B.S., Computer Science & Mathematics
Gimnazija Bezigrad
high school, Intensive mathematics
Univerza v Ljubljani
Mathematics
Compass & Anvil August 2005 - Present
Vulcan Forge & Machine Company 1986 - 2006
Wells Fargo 1984 - 1986
Skills
Manufacturing, Sales Management, Supply Chain Management, Cost Reduction, Product Development, Lean Manufacturing, Continuous Improvement, Cross-functional Team..., Engineering, Process Improvement, Strategic Planning, Purchasing, Management, New Business Development, Contract Negotiation, Six Sigma, Supply Chain, Team Building, Automotive, Global Sourcing, Negotiation, Machining, Project Management, Business Planning, Manufacturing..., Manufacturing..., Product Design, ISO
Education
Thunderbird School of Global Management 1974 — 1975
Masters Degree, International Business
University of Arizona 1970 — 1973
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo January 2012 - Present
Wells Fargo April 2007 - January 2012
Wells Fargo November 2004 - April 2007
MCI 1993 - 2004
Skills
Business Intelligence, Vendor Management, Call Center, Process Improvement, Cross-functional Team..., Business Analysis, Risk Management, Program Management, Banking, Outsourcing, Strategic Partnerships, Strategic Planning
Education
Thunderbird School of Global Management 2007 — 2008
MBA, Global Management
University of Maine 1988 — 1992
B. S., Business - Finance and MIS
S3 - Shared Service Solutions, LLC April 2014 - Present
PNC Wealth Management 2012 - 2014
Merrill Lynch 2007 - 2012
Wells Fargo 1995 - 2007
Skills
Portfolio Management, Credit, Leadership, Banking, Wealth Management, Loans, Credit Analysis, Mortgage Lending, Investments, Consumer Lending, Finance, Business Development, Loan Origination, Mortgage Banking, Series 63, Commercial Banking, Series 7, Mutual Funds, Small Business Lending, Commercial Lending, Retirement Planning
Education
University of Baltimore 1998 — 2000
MBA, Finance
Towson University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Marketing
Wells Fargo August 2015 - Present
Wells Fargo August 2013 - August 2015
Wells Fargo January 2007 - August 2013
Wells Fargo February 2006 - December 2006
Lawrence Berkeley National Laboratory June 1995 - February 2006
Lawrence Berkeley National Laboratory June 1993 - May 1995
Skills
Statistical Modeling, SAS, Risk Management, Credit Risk, Cost-benefit analyses..., Data Mining, Financial Crime..., Time Series Analysis, Econometric Modeling, Predictive Analytics, R statistical..., S and S-Plus, Credit Card Fraud Risk..., Credit Cards, Statistics, Segmentation, Banking, Analysis
Education
University of California, Berkeley
M.S., Civil Engineering, Minor in Statistics
University of Tennessee-Knoxville
M.S., Remote Sensing of Forestry, Biometrics
Tongji University
B.S., Civil and Geodesy Engineering
Wells Fargo November 2013 - Present
RNSolutions July 2013 - November 2013
SRA International May 2012 - July 2013
ACS, a Xerox Company August 2011 - June 2012
Xtivia September 2008 - August 2011
Xtivia June 2008 - August 2008
Department of Human Resources, Baltimore June 2007 - May 2008
Towson University August 2006 - May 2007
Nirma University June 2005 - July 2006
U.V.Patel College of Engineering 2004 - 2005
Skills
Core Java, WebSphere Portal, Liferay, JSP, JSTL, Log4j, Apache Commons, Dom4j, Axis2, JAX-WS, Servlets, PL/SQL, Struts, Spring
Education
Towson University 2006 — 2008
Masters, Computer Science
SVIT
Equifax November 2014 - Present
Cox Communications April 2014 - September 2014
SunTrust September 2011 - April 2014
Wells Fargo April 2011 - September 2011
ModusLink Global Solutions May 2007 - April 2011
Booz Allen Hamilton February 2006 - February 2007
XO Communications February 2004 - January 2006
Various May 1999 - February 2004
Skills
Strategic Sourcing, Purchasing, Six Sigma, Change Management, Continuous Improvement, Supply Chain, Lean Manufacturing, Contract Negotiation, Strategic Planning, Cross-functional Team..., Global Sourcing, Forecasting, Management Consulting, Packaging, Process Improvement, 3PL, Outsourcing, Telecommunications, Business Development, Procurement, Logistics, Business Process..., Management, Product Development, Supplier Development, Strategy, Project Management, Inventory Management, Team Building, Global Logistics, Print, Server Architecture, Supply Chain Management, Infrastructure, Manufacturing, Contract Management, Program Management, Business Process, Vendor Management, MRP, Operations Management, Advanced Excel (Pivot..., MS Project and Visio, Intel Quickbase, Agile (multiple..., Ariba (release 12)
Education
Towson University 1996 — 1999
BBA, Finance, International Business, Marketing
Ameriprise Financial Services, Inc. May 2013 - Present
Ameriprise Financial Services, Inc. March 2012 - April 2013
Ameriprise Financial Services, Inc. April 2011 - February 2012
Gabbert.IT, Inc. June 2009 - April 2011
Wells Fargo February 2009 - June 2009
Midwest Dealer Services May 2008 - May 2009
Karlsson Consulting Group April 1998 - May 2009
Fair Isaac July 2008 - January 2009
Karlsson Consulting Group 2004 - 2008
Ameriprise Financial 2004 - 2008
Education
Towson University 1979 — 1982
BA, Business Administration & History
Bank of America June 2014 - Present
Wells Fargo January 2009 - June 2014
Comcast Cable 2003 - 2009
Education
Towson University 2003 — 2007
Department of Defense May 2011 - Present
Northrop Grumman Corporation 2009 - 2011
Wells Fargo 2007 - 2009
Education
University of Maryland University College 2009 — 2012
MBA
University of Maryland University College 2009 — 2011
MS, Financial Management & Information Systems
Towson University 2003 — 2007
BS, Finance
Wells Fargo September 2005 - Present
Deutsche Bank September 2001 - August 2005
Skills
Trading Systems, Business Analysis, Market Data, Electronic Trading, Trading, Equities, Risk Management, Financial Markets, FX Options, Options, Capital Markets, Fixed Income, Integration, Technical Analysis, Financial Services, Unix, Order Management, Derivatives, Sybase, Equity Trading, Bloomberg, Management, Visio, Microsoft Excel, Exchange Connectivity, Securities, Low Latency, Investments, Routing, SQL, Requirements Analysis, ITIL, Middle Office, Vendor Management, Asset Management, Data Center...
Education
Towson University 1994 — 1999
Bachelors, Computer and Information Sciences and Support Services
Wells Fargo analystwells fargo2006 - 2008
Education
Towson University 2001 — 2006
Wells Fargo January 2014 - Present
Wells Fargo June 2010 - January 2014
Wells Fargo November 2008 - June 2010
Wells Fargo Bank April 2006 - October 2008
Wells Fargo July 2004 - April 2006
Wells Fargo Bank July 2001 - July 2004
Wells Fargo Bank July 1998 - July 2001
Citibank May 1996 - July 1998
Skills
Vendor Management, Portfolio Management, Program Management, Leadership, Business Development, Employee Engagement, Banking, Management, Product Management, Enterprise Software, Training, Relationship Management, Marketing Strategy
Education
Thunderbird School of Global Management 1994 — 1995
MBA, International Management
Thunderbird School of Global Management 1994 — 1995
University of Southern California 1987 — 1991
BA, International Relations
Central High School
Legg Mason March 2013 - April 2015
Pinnacle Advisory Group August 2011 - March 2013
The Sawyer Group 2008 - 2011
Constellation Energy 2004 - 2007
Wells Fargo 2004 - 2005
T. Rowe Price 2000 - 2004
Skills
Securities, Portfolio Management, Trading, Financial Services, Financial Modeling, Wealth Management, Investment Advisory, Finance, Financial Analysis, Investments, Due Diligence, Asset Management, Mutual Funds, Bloomberg, Investment Strategies, Strategic Financial..., Asset Allocation, Fixed Income, Risk Management, Series 7, FINRA
Education
Towson University
B.S., Actuarial Science
University of Maryland College Park
Pikesville High 1989 — 1993
Wells Fargo March 2014 - Present
Barclays February 2012 - March 2014
Discover Financial Services May 2008 - February 2012
Discover Financial Services May 2007 - April 2008
HSBC - North America July 2006 - April 2007
HSBC - North America July 2003 - June 2006
HSBC - North America July 2001 - June 2003
Skills
Credit Risk, Risk Management, Analytics, Financial Risk, Credit, Segmentation, Underwriting, Forecasting, CRM, Loans, SAS, Statistical Modeling
Education
University of Southern California 1999 — 2001
M.S, Statistics
Tianjin University
B.S, Applied Mathematics
Wells Fargo Bank Business Systems ConsultantWells Fargo Bank1999 - Present
Wells Fargo 1999 - Present
Skills
SDLC, Requirements Analysis, Business Analysis, Process Improvement, Risk Management, Vendor Management, Banking, Program Management, Management, Software Project..., Business Requirements, Mortgage Lending, Project Management
Education
Towson University
Business Administration and Management, General
Wells Fargo May 2004 - Present
Jones Industrial Network January 2002 - May 2004
ORION Consulting January 2000 - January 2002
Skills
Accounting, Account Reconciliation, General Ledger
Education
Towson University 1997 — 1998
Accounting
University of Maryland University College
Accounting
Baltimore City Community College
Associate, Accounting
American Express January 2013 - Present
Wells Fargo 2005 - January 2013
Skills
Risk Management, Loans, Banking, Financial Risk, Credit, Financial Analysis, Operational Risk..., Financial Services, Portfolio Management, Enterprise Risk...
Education
Thunderbird School of Global Management 1996 — 1997
MBA/MIM, Finance
Westminster Academy
Wells Fargo 2003 - Present
Wells Fargo 1999 - 2003
Norwest Bank 1995 - 1998
Norwest Bank 1992 - 1994
Skills
Private Banking, Relationship Management, Wealth Management, Custom Credit, Mortgage Lending, Cash Flow Analysis, Portfolio Ma, Investments, Treasury Management, Financial Analysis, Mutual Funds
Education
Thunderbird School of Global Management 1983 — 1984
Master's Degree, International Business/Trade/Commerce
University of St. Thomas 1978 — 1982
Bachelor's Degree, Business, Spanish and a Concentration in International Studies, Magna Cum Laude
NTELOS August 2013 - May 2014
Wells Fargo September 2012 - August 2013
Flextronics (Verizon Wireless Contract) June 1999 - August 2011
GTE Wireless May 1996 - June 1999
Circuit City March 1992 - April 1996
Skills
Recruiting, CRM, Management, Team Building, Operations Management, Performance Management, Sales, Technical Leadership, Equipment Installation, Hiring Practices, Time Management, Communication Skills, Customer Service, Employee Recognition, Delegation, Retail, Budgets, Troubleshooting, Customer Satisfaction, Leadership, Team Leadership, Training
Education
Tidewater Community College 1991 — 1992
Business Administration and Management, General
Wells Fargo Home Mortgage May 2013 - Present
Wells Fargo May 2012 - Present
Wells Fargo Bank April 2009 - May 2012
Wachovia, A Wells Fargo Company June 2005 - April 2009
Wachovia, A Wells Fargo Company April 2002 - June 2005
CRIIMI MAE Services LP June 1998 - April 2002
USF&G January 1993 - June 1998
KPMG June 1987 - December 1992
Skills
Vendor Management, Loan Servicing, Financial Analysis, Financial Institutions, Real Estate, Offshoring, Team Leadership, CMBS, Accounting, Outsourcing, Problem Solving, Financial Reporting, Negotiation, Project Management, Operations Management, Process Improvement, Real Estate Investment, Business Relationship..., Strategic Planning, Asset Management, Risk Management, Human Capital Management, Credit Analysis, Acquisition Integration, Acquisition Analysis, Operational Efficiency, Mortgage Servicing, Offshore Project..., Software Project..., Business Process..., Big 4, Operational Risk..., Commercial Mortgages, Commercial Insurance, Property & Casualty..., New Business Development, Business Process Design, Technology
Education
University of Baltimore 1989 — 1992
MBA, Finance
Towson University 1983 — 1987
BS, Accounting
Behre Dolbear Group 2012 - Present
Behre Dolbear Group Inc. April 2011 - December 2011
Behre Dolbear Capital Inc. June 2009 - April 2011
McCurdy Mining and Metals Consultants LLC June 2009 - June 2010
Standard Chartered Bank March 2006 - June 2009
Citigroup 1994 - March 2006
Mellon Bank 1989 - 1994
Wells Fargo 1986 - 1989
Rosario Resources Corporation 1978 - 1985
Skills
Mining, Corporate Finance, Metals, Strategy, Minerals, Gold, Coal, Due Diligence, Mineral Exploration, Structured Finance, Geology, Commodity, Base Metals, Investor Relations, Drilling, Management Consulting, Project Finance, Management, Iron Ore, Restructuring, Customer Service, Mergers & Acquisitions, Financial Modeling, Investment Banking, IPO, Financial Structuring, Private Equity, Trading, Mergers, Executive Management, Energy, Portfolio Management, Capital Markets, Copper, Joint Ventures, Emerging Markets, Precious Metals, Equities, Divestitures, Valuation, Feasibility Studies, Mineral Processing, Nickel, Sampling, Venture Capital, Metallurgy, Risk Management, Earth Science, Sustainability, Social License
Education
Thunderbird School of Global Management 1985 — 1986
MBA, International finance and accounting
University of Michigan 1974 — 1978
BSc, Geological Sciences
Fifth Third Bank August 2013 - Present
US Bank April 2010 - August 2013
Wells Fargo July 2005 - April 2010
Wells Fargo December 2000 - August 2005
MBNA August 1997 - December 2000
Europay France May 1995 - September 1995
MasterCard February 1994 - September 1994
RICHARD ELLIS January 1990 - January 1994
commercial property market research and company's consulting services January 1989 - January 1990
Skills
Small Business Lending, Banking, Retail Banking, Strategy, Portfolio Management, CRM, Management, Loans, Leadership, Sales
Education
Graduate School of Retail Bank Management 2006 — 2009
Executive Post MBA Bank Management Program, Valedictorian, TEM Wooldridge Award Recipient
Thunderbird School of Global Management 1995 — 1997
MBA, Finance/Marketing
Georgetown University 1985 — 1989
Bachelor of Science, International Economics, School of Foreign Service
Wells Fargo 2010 - Present
Lehman Brothers/ Barclays May 2005 - 2010
Citigroup Private Bank November 1999 - 2005
Bankers Trust 1990 - November 1999
Chase Manhattan Bank 1985 - 1990
Skills
Alternative Investments, Fixed Income, Wealth Management, Equities, Hedge Funds, Asset Allocation, Capital Markets, Asset Managment, Investment Management, Series 7, Wealth Management..., Asset Management, Portfolio Management, Private Banking, Investments
Education
Thunderbird School of Global Management
Master of Business Administration (MBA)
University of Cincinnati
Bachelor of Science (BS), Psychology
Wells Fargo April 2014 - Present
Trident USA Health Services November 2010 - March 2014
Grant Thornton January 2005 - November 2010
Skills
GAAP, US GAAP, SEC filings, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, CPA, Auditing, Accounting, Financial Accounting, External Audit, General Ledger, Financial Analysis, Tax, IFRS
Education
Towson University 2002 — 2006
Bachelors, Accounting
JLL May 2013 - Present
ETAK Systems, Inc. September 2012 - May 2013
Web-Don, Inc. November 2008 - September 2012
Wells Fargo 2007 - 2008
CIT 2001 - 2007
Tellme Networks 1999 - 2001
Netscape 1996 - 1999
Skills
Finance, Management, Accounting, Financial Analysis, Leadership, Budgets, Financial Modeling, Process Improvement, Strategic Planning, Forecasting
Education
Towson University 1989 — 1993
BS, Accounting
Adrian Dominican Sisters March 2010 - Present
Othello Partners, Inc January 2007 - January 2009
HomeGrocer.com (Webvan) January 1999 - January 2001
The Cobalt Group May 1995 - January 1997
Adobe May 1991 - December 1994
Wells Fargo April 1989 - December 1991
Wachovia Bank June 1984 - December 1987
Skills
Marketing Strategy, Marketing Communications, Social Media Marketing, Email Marketing, Budgets, Strategic Planning, New Business Development, Customer Service, Microsoft Excel, Microsoft Office, Management, Event Planning, Event Management, Data Analysis, Proposal Writing, Research, Fundraising, Creative Writing, Marketing, Program Management, Training
Education
Thunderbird School of Global Management 1988 — 1988
Master of International Management, European Business
University of Georgia - Terry College of Business 1980 — 1984
Bachelor of Business Administration, Finance
Wells Fargo August 2014 - Present
Wells Fargo 2009 - August 2014
Tucker Capital September 2007 - July 2008
Skills
Microsoft Word, Banking, Financial Analysis, Microsoft Excel, Outlook, Customer Service, PowerPoint, Risk Management, Finance, Microsoft Office, Budgets, Accounting, Insurance, Access, Strategic Planning, Analysis, Financial Modeling, Financial Reporting, Sales, Process Improvement, Leadership
Education
Tidewater Community College 1975 — 1976
Wells Fargo April 2013 - Present
Wells Fargo Bank 1971 - Present
Wells frago Bank October 1998 - April 2013
Skills
Wealth Management, Credit Analysis, Underwriting, Commercial Lending, Investments, Small Business Lending, Credit, Mortgage Lending, Portfolio Management, Loans, Risk Management, Financial Analysis, Private Banking, Credit Risk, Commercial Banking, Consumer Lending
Education
Thunderbird School of Global Management 1970 — 1971
Zebra Technologies September 2014 - Present
MGT of America January 2014 - August 2014
Symantec October 2005 - June 2011
Borland March 2004 - May 2005
Genesys June 2000 - May 2004
Wells Fargo February 2000 - May 2000
Janus January 1995 - July 1997
Skills
Analyst Relations, Competitive Intelligence, Business Development, Demand Generation, Go-to-market Strategy, Sales Enablement, Enterprise Software, Messaging, Thought Leadership, Multi-channel Marketing, SaaS, Business Alliances, Strategic Alliances, Partner Management, Product Marketing, Strategic Partnerships, Management, Product Management
Education
Thunderbird School of Global Management 1998 — 1999
MBA, International Business/Spanish
University of Colorado at Boulder 1996 — 1996
Bachelor of Arts (BA), International Relations and Spanish
Randstad March 2014 - May 2014
Wells Fargo January 2013 - March 2014
Sprint November 2009 - December 2012
nTelos Wireless April 2007 - October 2009
Skills
Retail, Customer Satisfaction, Sales, Direct Sales, Sales Operations, Telecommunications, Merchandising, Account Management, Sales Management, Customer Retention, Customer Experience, Retail Sales, Customer Service, Inventory Management, Team Leadership, Wireless, Solution Selling, Mobile Devices, Call Centers, Product Marketing, Telephone Skills, Building Relationships, Coaching, Teamwork, Inventory Control, Time Management
Education
University of Massachusetts Lowell 2014 — 2016
Associate's Degree, Information Systems
Tidewater Community College 2000 — 2002
Wells Fargo September 2013 - Present
Guaranteed Rate September 2012 - September 2013
JPMorgan Chase November 2011 - September 2012
Meadowbrook financial May 2011 - November 2011
TMS Bankers January 2010 - December 2010
Franklin First Financial August 2009 - December 2009
Bank of America January 2005 - October 2008
Washington Mutual July 2003 - January 2005
Chase Home Finance 1995 - July 2003
Skills
Mortgage Lending, FHA, Loan Origination, Mortgage Banking, Loans, Refinance, Underwriting, FHA financing, Credit, Residential Mortgages, VA loans
Education
Grady
Touro College
Accounting and Finance
Consumer Financial Protection Bureau July 2011 - Present
Department of Labor, Licensing and Regulation (State of Maryland) October 2006 - July 2011
Bank of America October 2004 - October 2006
Wells Fargo October 2002 - October 2006
Skills
Loans, Mortgage Lending, Credit Analysis, Credit, Mortgage Banking, Banking, Credit Risk, Underwriting, Financial Institutions, Financial Regulation, Portfolio Management, Real Estate Economics, Financial Risk, Operational Risk, Credit Cards, Analysis, Management, Internal Audit, Government, Finance, Financial Analysis, Loan Origination, Risk Management, Financial Services, Mortgage Servicing
Education
University of Baltimore 2009 — 2011
Conflict Managment/Negotiation, Legal Ethical Studies
Towson University 1998 — 2002
Business, Management
U-Haul International, Inc. April 2012 - Present
Wells Fargo January 2012 - Present
Skills
Banking, Cash Management, Retail Banking, Customer Service, Deposits, Underwriting, Microsoft Excel
Education
Tougaloo College 2002 — 2007
Bachelors of Arts, Liberal Art
The Choir Academy of Harlem 1998 — 2002
High School Diploma, Music Performance/Basic Studies
P.S. 117 1995 — 1998
Diploma
Wells Fargo June 2011 - Present
Allianz Global Investors Asia Pacific, Hong Kong September 2008 - September 2009
Franklin Templeton Investments April 2006 - August 2008
Visa August 1999 - October 2005
Wells Fargo Bank March 1995 - July 1999
Skills
Internal Audit, Auditing, Banking, Business Analysis, AML, Risk Management, Enterprise Risk...
Education
Thunderbird School of Global Management 1996 — 1998
MBA
Wells Fargo September 2014 - Present
Wells Fargo Securities September 2010 - Present
Wells Fargo Securities November 2005 - September 2010
Lexington Center for Recovery, Inc. May 2004 - September 2005
Skills
Analysis, Auditing, Budgets, Finance, Financial Analysis, Financial Risk, Management, Microsoft Office, Portfolio Management, Process Improvement, Program Management, Risk Management, Training
Education
Towson University 2002 — 2004
Finance, Business Law, Financial Management, Operations Management, Investment Analysis
Western Maryland College 1999 — 2001
Sociology, Criminal Justice
BBVA Compass July 2013 - Present
Bank of America July 2009 - July 2013
JPMorgan Chase 1998 - 2009
Wells Fargo 1996 - 1998
Skills
Commercial Banking, Middle Market, Credit, Small Business, Commercial Lending, Team Management, International Banking..., Credit Analysis, Retail Banking, Structured Trade, Wealth Management, Agricultural Lending, Oil/Gas, International Strategy, Banking, Portfolio Management, Portuguese, Treasury Management, Trade Finance, Cross Selling, Spanish-speaking, Management, Relationship Management, Loans, Underwriting
Education
Thunderbird School of Global Management
M.B.A.
University of Arizona
B.A., Latin American Studies & Portuguese
Universidad de Salamanca, Salamanca, Spain.
Facultad de Derecho
Wells Fargo October 2009 - Present
Education
Towson University
BS, Applied Mathematics
SCL Health May 2014 - Present
Hearing Loss Association of America (HLAA) January 2013 - December 2014
Dalby, Wendland & Co., P.C. January 2014 - April 2014
The Ellis CPA May 2013 - December 2013
Paul Burkholder CPA, LLC February 2013 - May 2013
Wells Fargo August 2010 - October 2011
Skills
Tax Preparation, Bookkeeping, Payroll, CCH ProSystem fx, Accounting, Microsoft Excel, Access, QuickBooks, Microsoft Word, Spreadsheets, PowerPoint, Accounting CS, Practice CS, Microsoft Office, Photoshop, AutoCAD Architecture
Education
Colorado mesa university 2011 — 2014
Bachelor of Science (B.S.)
Tianjin University 1998 — 2003
Bachelor of Science (B.S.)
Wells Fargo January 2009 - Present
Skills
Loans, Credit, Mortgage Lending, Banking, Credit Analysis, Small Business Lending, Consumer Lending, Commercial Lending, Loan Origination, Commercial Banking, Series 63, Mortgage Banking, Series 7, Wealth Management, Investments, Retail Banking, Portfolio Management, Lines Of Credit, Retirement Planning, Refinance
Education
Towson University 2007 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Wells Fargo May 2004 - Present
Pacific Gas and Electric Company April 2002 - May 2004
Providian Financial June 2000 - April 2002
Skills
Financial Reporting, Financial Analysis, Financial Modeling, Strategic Financial..., Problem Solving, Fast Learner
Education
Thunderbird School of Global Management 1999 — 2000
Master of Business Administration (MBA), Finance, General
Wuhan University 1987 — 1991
Bachelor of Arts (B.A.), English Language and Literature, General
Wells Fargo August 1995 - Present
Skills
Cash Management, Portfolio Management, Cash Flow, Commercial Banking, Treasury Management, Financial Analysis, Cross Selling, Sales, Payments, Sales Management, Cash Flow Forecasting, Electronic Payments, Loans, Commercial Lending, Credit Analysis, Relationship Management
Education
Towson University
Bachelor's degree, Business Administration and Management, General
CSC October 2014 - Present
Hewlett-Packard June 2012 - October 2014
Wells Fargo October 2006 - June 2012
Skills
WebLogic, Oracle, Middleware, OBIEE, Java Enterprise Edition, SOA, Web Applications, Web Services, Solaris
Education
University of Maryland College Park 1999 — 2003
Bachelor of Arts (B.A.), English Language and Literature, General
Towson University 1995 — 1999
Bachelor of Science (B.S.), Computer Science
Morgan Stanley May 2013 - Present
Morgan Stanley January 2010 - May 2013
Morgan Stanley January 2004 - December 2009
T. Rowe Price October 2004 - October 2005
Wells Fargo October 2001 - December 2003
Deutsche Bank July 2000 - August 2001
Skills
DTC, Euroclear, Fixed Income, Equities, Physical Securities, RegS, Cash Management, Operations Management, Financial Policies &..., Securities Settlement, Government Securities, Career Development, Process Improvement, Business Continuity..., Rule 144, Series 7, Bond Conversions and..., Risk Mitigation, OFAC, AML, Interviewing Skills, Restricted Securities, Settlement, Back Office, Operational Risk, Financial Services, Securities, Risk Management
Education
Towson University 1996 — 2001
Wells Fargo April 2015 - Present
Enterprise Rent-A-Car October 2007 - February 2015
Newport News Public Schools October 2005 - June 2007
Skills
Microsoft Word, Public Speaking
Education
The College of William and Mary 2002 — 2005
Bachelor of Arts (B.A.), Anthropology, 3.3
Tidewater Community College 1999 — 2002
Associate of Arts and Sciences (A.A.S.), Sociology, 3.7