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
CSI Leasing 2011 - Present
AEL Financial, LLC 2005 - 2011
Churchill Technology Finance, LLC 2002 - 2005
Citi 1996 - 2002
Wells Fargo 1993 - 1996
Republican National Committee 1989 - 1990
Skills
Sales, Customer Experience, Customer Satisfaction, New Business Development, Leasing, Financial Services
Education
University of Arizona 1984 — 1988
Bachelor's Degree, Political Science and Government
Loyola High School of Los Angeles 1980 — 1984
Exit Realty Central July 2014 - Present
SunTrust Bank July 2014 - Present
Autumn Lakes Real Estate Investments Inc December 2012 - Present
Wells Fargo June 2012 - April 2014
Best Buy February 2007 - June 2011
Walmart May 2003 - May 2006
Skills
Sales&Marketing, Microsoft Applications, Technology, Business-minded, Economic Planning, Financial Transactions, Business Relationship..., Customer Relationship..., Strategist, Real Estate, Sellers, Small Business, Loans, Real Estate Financing, Finance, Money, Business Networking, Sales Presentations, Small Business Lending, Customer Acquisition, Investment Properties, Investors, Credit, Real Estate License, Consulting, Lines Of Credit, Commercial Banking, FHA, Sales, Investments, Team Building, Asset, Mortgage Banking
Education
Alpha College of Real Estate 2014 — 2014
VA Real Estate License, Real Estate Development
University of Arkansas at Fayetteville 2007 — 2011
Bachelor of Applied Science (BASc), Marketing/Marketing Management, 3.5
Wells Fargo May 2015 - Present
University of Arkansas January 2014 - December 2014
Wells Fargo May 2014 - August 2014
Radio Disney July 2008 - July 2013
Education
University of Arkansas at Fayetteville 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing
Wonder Technologies, Inc. September 2012 - Present
Paige Cattano September 2004 - Present
Appconomy/Yoohoot June 2011 - December 2011
Yoohoot September 2010 - June 2011
Critical Path July 1999 - April 2002
Critical Path / Amplitude Software 1999 - 2002
PeopleSoft 1997 - 1999
Oracle Corporation September 1995 - January 1997
Wells Fargo January 1992 - September 1995
Skills
Product Marketing, Go-to-market Strategy, Mobile Applications, Product Management, Business Development, Start-ups, Strategic Partnerships, SaaS, Enterprise Software, Mobile Devices, Analytics, Entrepreneurship, Strategy
Education
University of Arizona, Eller College of Management 1988 — 1992
BS, International Finance
Sherwin-Williams Paints January 2015 - Present
Sherwin Williams February 2013 - January 2015
City of Charlotte February 2014 - August 2014
Wells Fargo October 2011 - January 2013
AT&T Mobility October 2009 - October 2011
South Carolina House of Representatives January 2007 - May 2007
Skills
Sales and Marketing, Retail Procedures, New Business Development, Training and Mentoring, Customer Service, Manage Client..., Mentoring, Retail
Education
University of Baltimore
Masters, Public Administration
University of South Carolina-Columbia 2006 — 2009
B.A, Political Science
Red Hat December 2012 - Present
Wells Fargo October 2008 - December 2012
Blackstone Technology Group December 2006 - October 2008
TeamSoft Inc. February 2004 - December 2006
Sundial Software April 2003 - February 2004
Skills
Agile Methodologies, SDLC, Oracle, Enterprise Architecture, SOA, Software Project..., Java Enterprise Edition, Scrum, Hibernate, Enterprise Software, Business Process, Data Warehousing, Integration, Web Applications, AJAX, XML, Java, Requirements Analysis, JBoss Application Server, Solution Architecture, Agile Project Management, Pre-sales, Spring, Oracle WebCenter Content, Business Process..., Apache Camel, Apache ActiveMQ, Apache CXF, Spring Framework
Education
University of Arizona, Eller College of Management 2000 — 2002
Masters, Management Information Systems
University of Mumbai 1996 — 2000
Bachelor, Chemical Engineering
Wells Fargo September 2014 - Present
Wells Fargo Bank October 2011 - September 2014
Wells Fargo Bank March 2011 - October 2011
Wells Fargo Bank May 2009 - March 2011
Nestle June 2007 - August 2007
Skills
Banking, Marketing Strategy, Marketing, Project Management, Sales Readiness, Sponsorship Activation, Sponsorship Program..., Sales, Sales Management, Sales Operations, Program Management, Management, Time Management, Market Research
Education
University of Arizona, Eller College of Management 2004 — 2008
B.S. in Business Administration, Marketing/Global Business
Electronic Arts (EA) May 2015 - Present
Rackspace, the #1 managed cloud company April 2014 - April 2015
Dell June 2011 - April 2014
Alcatel-Lucent October 2010 - June 2011
Wells Fargo May 2008 - October 2010
FedEx May 2007 - August 2007
Wal-Mart March 2005 - September 2006
Frito Lay May 2005 - December 2005
Skills
Operations Management, Process Improvement, SDLC, Data Analysis, SaaS, Management Consulting, Business Strategy, Project Management, Portfolio Management, ITIL Service Strategy, Client Liaison, Business Analysis
Education
Sam Walton School of Business 2006 — 2008
MBA
University of Arkansas
MS, Industrial Engineering
Wells Fargo Advisors February 2014 - Present
Wells Fargo 2012 - January 2014
Wells Fargo Advisors 2010 - 2012
Skills
Financial Services, Finance, Customer Service, Investments, Relationship Management, Community Outreach, Team Building, Securities, Leadership Development, Research, Brokerage, Microsoft Office, Leadership, Teamwork, Time Management
Education
University of Arkansas at Pine Bluff 2003 — 2007
Bachelor of Arts (B.A.), Criminal Justice/Law Enforcement Administration
BANK'34 September 2015 - Present
Wells Fargo September 2013 - August 2015
Wells Fargo February 2013 - August 2013
Wells Fargo March 2012 - January 2013
Education
University of Arizona 2007 — 2013
Bachelor of Science (BS), Psychology
YMCA of Southern Arizona August 2012 - Present
Wells Fargo April 2014 - August 2014
Skills
Management, Fundraising, Event Management, Event Planning, Community Management, Community Development, Community Outreach, Community Engagement, Nonprofits, Leadership, Customer Service, Program Management, Program Development, Public Speaking, Team Building
Education
University of Arizona 2012 — 2016
Wells Fargo May 2015 - Present
City of San Mateo Finance Department December 2014 - Present
San Mateo police department January 2011 - December 2014
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Leadership, Time Management
Education
University of Arizona 2012 — 2016
Finance, General, Junior
BDO Consulting's Valuation Services September 2014 - Present
Wells Fargo June 2014 - August 2014
DITA EYEWEAR 2009 - August 2013
Eller College of Management: Eller Undergraduate Programs September 2011 - May 2013
Merrill Lynch June 2012 - August 2012
Skills
Branding & Identity, Management, Marketing Strategy, Sales, Customer Service, Fashion, Financial Accounting, Financial Analysis, Entrepreneurial Finance, Entrepreneurship, Venture Financing, Equity Trading, Leadership, Portfolio Management, Networking, PowerPoint, Microsoft Excel, Product Innovation, Product Development, Marketing, Finance, Strategy, Social Media Marketing, Social Networking, Corporate Finance, Time Management, Retail, Social Media, Teamwork, Market Research, Event Management, Public Relations, Marketing Communications, Advertising
Education
University of Arizona, Eller College of Management 2010 — 2014
Bachelor's Degree, Finance and Entrpreneurship
Dana Hills High School 2006 — 2010
Diploma
Wells Fargo Home Mortgage October 2014 - Present
Veritas Funding February 2014 - October 2014
Alliance Financial Resources LLC January 2013 - February 2014
Wells Fargo May 2008 - November 2012
Skills
Credit, Loans, Mortgage Lending, Credit Analysis, Banking, Credit Risk, Notary Public, Mortgage Banking, Refinance, Commercial Lending, Consumer Lending, Loan Origination, Finance, Real Estate, FHA, Underwriting, Investments, Real Estate Financing
Education
University of Arizona, Eller College of Management 2004 — 2008
Marketing
Wells Fargo April 2014 - Present
Wells Fargo March 2013 - April 2014
Wells Fargo October 2008 - February 2013
Wells Fargo April 2006 - September 2008
Skills
Bilingual - Fluent in..., Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Project Management, Sales Analysis, Product Management, Team Leadership
Education
University of La Verne 2009 — 2011
Master of Business Administration (MBA), International Business
University of Asia and the Pacific 2001 — 2005
Bachelor of Arts (BA), Humanities with Professional Certificate in Management
Poveda Learning Centre 1997 — 2001
High School
cooks pest control April 2012 - Present
Wells Fargo April 2005 - April 2009
conseco bank January 1997 - February 2005
Skills
Credit Analysis, Loans, Mortgage Lending, Credit, Mortgage Banking, Commercial Real Estate, Marketing, Public Speaking
Education
University of Arizona 1984 — 1990
Bachelor's degree, Political Science and Government
Wells Fargo July 2013 - Present
Wells Fargo January 2004 - July 2013
DC Specialist, Inc. 2000 - 2004
DC Specialists, Inc. 2000 - 2004
T. Rowe Price 1996 - 2000
Skills
401k, Series 7, Financial Services, Retirement, Wealth Management, Retirement Planning, Defined Benefit, Financial Advisory, Defined Contribution, Banking, Series 63, Mutual Funds, Investment Advisory, Asset Allocation, Asset Management
Education
University of Baltimore 1991 — 1993
MBA, Finance and Entrepreneurship
Wittenberg University 1987 — 1991
Bachelor of Arts (BA), Business/Finance
Wells Fargo May 2015 - Present
Wells Fargo March 2014 - May 2015
Wells Fargo December 2012 - April 2014
State Farm Insurance March 2012 - December 2012
FedEx Office February 2007 - June 2011
Aames home Loans October 2005 - September 2006
Lowe's Home Improvement 2003 - 2006
Bank of America April 2004 - August 2005
Skills
Financial Management, Marketing Management, Investments, Life Insurance, Team Leadership, Customer Engagement, Customer Satisfaction, Organized self-starter, Microsoft Office, People-oriented, Leadership, Management, Customer Service, Sales, Marketing, Training, Banking, Event Planning, Public Speaking, Financial Services, Finance, Analysis, Team Building, Coaching, Strategic Planning, Time Management, Account Management, Retail Banking, Loans, Microsoft Excel, Insurance, Social Networking, Marketing Strategy, Customer Experience, Process Improvement, Microsoft Word, Research, Credit, Sales Process, Social Media Marketing, Policy, Business Development
Education
University of Baltimore 2009 — 2011
BS, Business Administration Specializing in Marketing
Community College of Baltimore County 2002 — 2009
AA, Business Administration
Regions Financial Corporation January 2015 - Present
Wells Fargo June 2010 - December 2014
The Buckle, Inc. August 2004 - June 2010
Skills
Banking, Credit, Retail Banking, Risk Management, Relationship Management, Loans, Marketing, Leadership, Team Building, Customer Service, Financial Analysis, Sales
Education
University of Arkansas at Little Rock 2004 — 2007
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Arkansas 2002 — 2004
Associate's degree, Biology/Biological Sciences, General
Wells Fargo Securities April 2013 - Present
Wells Fargo September 2011 - March 2013
Bank of America August 2009 - August 2011
BMC & Associates January 2009 - August 2009
(HP) Eurobank EFG May 2001 - December 2007
(HP) Turkcell February 2007 - May 2007
(HP) STMicroelectronics August 2006 - February 2007
(HP) Telecom Egypt August 2001 - March 2006
Northrop Grumman Corporation March 1998 - April 2001
BancTec January 1996 - May 1998
Skills
Unix, Enterprise Architecture, Systems Engineering, Linux, Database Administration, Software Development, Software Design, Shell Scripting, Integration, Disaster Recovery, Unix Shell Scripting, Solution Architecture, TCP/IP, SDLC, Virtualization, Databases, Architecture, High Availability, Telecommunications, System Administration, System Architecture, Requirements Analysis, SQL, VMware, Oracle, Infrastructure, Operating Systems, Visio, IT Management, HP, Enterprise Software, Project Management, Software Engineering, Servers, Cloud Computing, ITIL, Security, Data Center, Architectures
Education
University of Arkansas 1992 — 1994
MSCSEG, Computer Systems Engineering
University of Arkansas 1988 — 1992
BSCSEG, Computer Systems Engineering
Stuttgart High School 1984 — 1988
4.0
Wells Fargo June 2013 - Present
Northwestern Mutual May 2012 - February 2013
George @ Asda June 2011 - August 2011
Education
University of Arizona, Eller College of Management 2009 — 2013
Bachelor of Science (BS), Finance
Wells Fargo June 2013 - Present
Premier Designs Jewelry January 2007 - Present
Skills
Retail, Fashion, Event Planning, Marketing, Sales
Education
University of Arizona, Eller College of Management 2007 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Walmart September 2013 - Present
Walmart September 2011 - September 2013
CapTech Ventures September 2010 - August 2011
Freddie Mac January 2009 - September 2010
Northwestern Mutual 2007 - 2008
Wells Fargo May 2005 - May 2007
Skills
Process Improvement, Project Management, SDLC, Business Analysis, Training, Testing, Budgets, Data Analysis, Team Building, Presentations, Collaborative Leadership, Business Intelligence, Microsoft Excel, Access, IT Strategy, Business Strategy, Executive Presentation..., Process Engineering, Financial Analysis, SharePoint, Visio, Vendor Management, Contract Management, IT Financial Management, Contract Negotiation
Education
University of Arkansas 2014 — 2016
MBA, Business Administration and Management, General
Virginia Commonwealth University - School of Business 2004 — 2008
Finance, Finance, Risk and Insurance
TSYS June 2015 - Present
Voices for CASA Children, Inc. September 2011 - Present
TSYS March 2005 - May 2015
Vital Processing Services 1997 - 2005
Wells Fargo January 1995 - December 1996
First Interstate Bank February 1982 - December 1994
Skills
Payment Card Processing, Electronic Payments, Credit Cards, Merchant Services, Payment Systems, Mobile Payments, Debit Cards, Leadership, Acquiring, Transaction Processing, Fundraising, PCI DSS, Payments, Financial Services, E-payments, ACH, Process Improvement, Business, Payment Industry, Payment Services, Cards, Management, Mobile Commerce, Fraud, Nonprofits, Child Welfare
Education
University of Arizona 1977 — 1979
City National Bank April 2013 - Present
Citibank January 2012 - April 2013
JPMorgan Chase 2009 - November 2011
Wachovia, A Wells Fargo Company July 2007 - August 2009
Wells Fargo November 2005 - July 2007
Education
University of Arizona, Eller College of Management 2000 — 2004
bachelors, business management and entrepreneurship
Agoura High School 1996 — 2000
Leerink Partners LLC September 2015 - Present
Wells Fargo Securities September 2014 - September 2015
Wells Fargo Securities April 2011 - August 2014
PricewaterhouseCoopers September 2010 - April 2011
Longer Investments Inc September 2009 - May 2010
Wells Fargo May 2009 - August 2009
Kessler Collins, P.C. May 2007 - August 2007
Kessler Collins, P.C. May 2006 - August 2006
Skills
Investment Banking, Accounting, Finance, Financial Modeling, Due Diligence, Valuation, Financial Analysis, Capital Markets, Corporate Finance, Equities, Microsoft Office, Bloomberg, Microsoft Excel, Investments, Mergers & Acquisitions
Education
University of Arkansas 2006 — 2010
Financial Management & Investments, Accounting
Jesuit College Preparatory School of Dallas 2002 — 2006
Wells Fargo April 2013 - Present
Wells Fargo January 2013 - April 2013
Wells Fargo January 2006 - January 2013
WF Bank September 2002 - December 2005
Bigstep March 2001 - September 2002
Intel June 1998 - March 2001
Skills
Mergers, Valuation, Strategic Planning, Budgeting, Business Management, Commercial Banking, Insurance Claims, Technology Evaluation, Budgets, Mergers & Acquisitions, Management, Banking, Portfolio Management, Finance, Insurance, Financial Analysis, Business Development, Strategic Financial..., Business Strategy, Strategy, Forecasting, Analysis, Credit, Leadership, Financial Services
Education
University of Arizona, Eller College of Management 1996 — 1998
MBA, Finance
Southern Fusion Food Truck September 2014 - Present
OpusMark April 2012 - Present
Wells Fargo 2009 - 2012
Wells Fargo 2004 - 2008
Wells Fargo 2001 - 2004
Wells Fargo 1996 - 1999
Carreker Corporation 1983 - 1996
Skills
Financial Services, Banking, Management Consulting, Strategic Planning, Business Strategy, Business Process..., Business Transformation, Consolidation, Outsourcing, Financial Analysis, Vendor Management, Due Diligence, SDLC, Mergers & Acquisitions, Business Analysis, Process Improvement, Risk Management, Management, Financial Modeling, Investments, Finance, Portfolio Management, Strategy, Operations Management, Change Management, Business Planning, Consulting, Analytics, Leadership, Negotiation, Start-ups, Business Development, Executive Management, Cross-functional Team..., IT Strategy, Business Process, Program Management, Business Intelligence, Analysis, Project Portfolio..., CRM, Acquisition Integration, PMO, Treasury Management, Integration, Product Management, Strategic Partnerships, Business Process..., Governance, Enterprise Architecture
Education
University of Arkansas 1975 — 1979
BSIE, Industrial Engineering
Wells Fargo December 2014 - Present
ProView Global Administration, Inc. February 2012 - June 2014
FactSet Research Systems July 2011 - February 2012
University of Asia and the Pacific March 2011 - August 2011
Skills
Data Analysis, Microsoft Excel, Data Management, Proofreading, Administrative Work, Microsoft Word, Quantitative Research, Time Management, Library Research, Online Research, Qualitative Data, PowerPoint, Financial Reporting, Event Management, Project Management, Market Research, Qualitative Research, Statistics, Research, Program Management, International Relations
Education
University of Asia and the Pacific 2006 — 2011
Master of Arts, Political Economy w/ Specialization in International Relations Development
La Salle Green Hills 1993 — 2006
Computer Training International, Inc. (CTI) January 2012 - Present
Wells Fargo January 2012 - May 2013
TrainingFolks - Bank of America April 2011 - December 2011
Aegis Communications October 2001 - December 2010
Skills
Training, Banking, Coaching, Sales, Employee Training, Analysis, Team Leadership, Strategic Planning, Process Improvement, Customer Service, Change Management, Management, Training Delivery, Team Building, Leadership, Organizational..., Business Development, Time Management, Human Resources, Risk Management, Call Centers, Negotiation, Marketing, Recruiting, Customer Retention, Performance Management, Leadership Development, Public Speaking, Outlook, Customer Satisfaction, Budgets, Program Management, Project Management, CRM, Management Consulting, Sales Management, Strategy, Team Management, Quality Assurance, Employee Relations, Project Planning, Operations Management, Onboarding, Cross-functional Team..., Software Documentation, Performance Consulting, Troubleshooting, Employee Engagement, Talent Management, Consulting
Education
Pine Technical Colleg
University of Arkansas at Pine Bluff
Wells Fargo October 2011 - Present
Wells Fargo Advisors October 2011 - Present
Bank of America March 2011 - September 2011
Wells Fargo October 2009 - March 2011
Bank of America April 2008 - October 2009
Lowe's Home Improvement 2004 - 2005
Education
University of Arkansas at Little Rock 1981 — 1983
no, Teaching
Vanguard November 2014 - Present
Wells Fargo July 2013 - October 2014
Wells Fargo January 2012 - June 2013
Colorado National Golf Club, LLC May 2008 - August 2008
Skills
Finance, Investments, Loans, Banking, Financial Services
Education
University of Arizona, Eller College of Management 2007 — 2011
Finance, Business, Sports Marketing
William Blair and Company October 2010 - Present
Guggenheim Funds Distributors August 2009 - September 2010
Wells Fargo October 2006 - April 2009
Centex Homes March 2003 - September 2006
Wells Fargo Advisors September 2000 - February 2003
Stephens Inc. June 1999 - August 2000
Skills
Wealth Management, Investments, Program Management, Banking, Loans, Financial Services, CRM, Finance, Financial Advisory
Education
University of Arkansas 1995 — 1999
BS, Finance
Wells Fargo August 2013 - Present
Wells Fargo May 2004 - August 2013
MasterCard International November 2003 - May 2004
IBM Rational Software November 2000 - November 2003
Williams Communications February 2000 - November 2000
Northrup Grumman August 1999 - February 2000
Affiliated Computer Systems July 1998 - August 1999
Legget and Platt January 1998 - June 1998
Arkansas Center for Technology Transfer December 1994 - December 1997
Skills
SDLC, Process Engineering, Business Analysis, Requirements Analysis, Systems Analysis, Process Improvement, Visio, Software Project..., Agile Methodologies, Software Documentation, Software Development, Requirements Gathering, BPMN, Sparx Enterprise..., Agile Development, Business Process..., Business Architecture, Risk Management, Scope Management, Use Cases, Software Design, RequisitePro, ClearQuest, iGrafx, TIBCO Business Studio, Databases, Integration
Education
University of Arkansas 1994 — 1997
Bachelor of Science
Northeastern A&M College 1991 — 1993
Associate of Science
Wells Fargo February 1989 - Present
Mellon Bank 1983 - 1989
JPMorgan Chase 1982 - 1983
Skills
Loans, Commercial Lending, Credit, Banking, Mortgage Lending, Commercial Banking, Series 7, Credit Analysis, Small Business Lending, Portfolio Management, Financial Services, Series 63, Wealth Management, Loan Origination, Consumer Lending, Mortgage Banking, Underwriting, Relationship Management, Investments, Mutual Funds
Education
Bucknell University, Pennsylvania Central Atlantic School of Commercial Lending Graduate 1985 — 1987
Commercial Banking
University of Baltimore 1980 — 1982
Master of Business Administration (MBA), Finance and Financial Management Services
University of Delaware 1975 — 1979
Bachelor's degree, Political Science and Government
Northrop Grumman Corporation November 2014 - Present
TEKsystems September 2012 - November 2014
Wells Fargo October 2010 - September 2012
Bank of America June 2009 - October 2010
M&T Bank July 2007 - July 2009
OTHERShrewsbury Veterinary Clinic March 2002 - July 2007
Skills
Customer Service, Retail Banking, Portfolio Management, Finance, Investments, Strategic Financial..., Loans, Credit, Financial Risk, Risk Management
Education
Loyola University 2011 — 2014
Masters of Business Administration, Information Systems/ Accounting, 3.84
University of Baltimore 2000 — 2002
Bachelors of Science, Finance, 3.375
GoodSpeed Performance August 2010 - Present
AZ Pens October 1997 - Present
Wells Fargo January 2000 - August 2009
Skills
Credit, Loans, Banking, Credit Analysis, Financial Analysis, Mortgage Lending, Portfolio Management, Consumer Lending, Relationship Management, Forecasting, Cross Selling, Finance, Branch Management, Credit Risk, Pricing, Financial Modeling, Cash Management, Loan Origination, Mortgage Banking, Financial Services, Lines Of Credit, Payments, Credit Cards, Mutual Funds, Residential Mortgages, Investments
Education
University of Arizona, Eller College of Management 1997 — 2001
Bachelor of Science, Business Administration, Finance and Economics
Wells Fargo September 2006 - Present
Wells Fargo September 2000 - August 2006
T. Rowe Price February 1999 - September 2000
T. Rowe Price July 1990 - February 1999
Skills
401k, Banking, Management, Leadership, Process Improvement, Risk Management, Financial Services, Asset Management, Mutual Funds
Education
University of Baltimore 1991 — 1993
B.S. Finance, Finance
BMI November 2014 - Present
Salient Process LLC May 2013 - November 2014
Prolifics February 2013 - May 2013
Wells Fargo December 2011 - January 2013
Boeing September 2009 - December 2011
LifeWay November 2002 - June 2009
Nortel 1990 - 2001
Prince William County 1988 - 1990
Vanguard Technology Corporation 1987 - October 1988
Kraft Foods Group May 1985 - October 1987
Skills
Business Process Design, Business Process..., IBM BPM, Lombardi Teamworks, Lombardi, JavaScript, ORACLE SQL, Process-driven, Process Modeling, Process Improvement, Process Analysis, Project Management, BlueWorks, Blueprint, Agile Methodolgy, Version One, BPMN, SQL, ERP, Baan ERP, Business Process
Education
University of Arkansas 1980 — 1985
Bachelor of Science in Business Administration, Data Processing
Qup February 2012 - Present
Showcase Photographers August 2011 - Present
iThinkLocal April 2011 - Present
Wells Fargo October 2009 - January 2012
Education
University of Arkansas at Fayetteville 2006 — 2008
Business Marketing
University of North Texas 2004 — 2006
Business
Bank of the West September 2012 - Present
AmericanWest Bank August 2009 - September 2012
Wells Fargo Private Bank August 2007 - August 2009
Wells Fargo August 2007 - August 2009
Wells Fargo Private Bank 2002 - 2009
Wells Fargo Bank 2002 - 2004
WAMU Business Banking 1999 - 2002
Skills
Needs Analysis, Commercial Banking, Sales, Private Banking, Loans, Banking, Business Development, SBA, Consumer Lending, Wealth Management..., Strategy, Credit, Private Equity, Securities, Relationship Management, Finance, Financial Services, Commercial Lending, Strategic Financial..., Small Business Lending, CRM, Business Planning, Leadership, Risk Management, Asset Based Lending, Financial Analysis, Asset Management, Mortgage Lending, Executive Management, Retail Banking, Small Business, Real Estate Financing, Mergers & Acquisitions, Treasury Management, Wealth Management, Financial Modeling, Insurance, Lines Of Credit, High Net Worth..., Target Marketing, Credit Analysis, Investment Advisory, Proposal Writing, Mutual Funds, Corporate Finance, Portfolio Management, Series 7, Underwriting, Cross Selling, Loan Origination
Education
University of Arizona, Eller College of Management 1967 — 1972
BS, Business
Vine Solutions April 2015 - Present
Comet Club August 2011 - Present
Wells Fargo April 2014 - April 2015
Bank of Marin March 2013 - April 2014
Shaw Security Management 2011 - 2012
Skills
Finance, Wealth Management, Banking, Notary Public, Management, Customer Service, Security Operations, Security Management, Personal Security, Crime Prevention
Education
University of Arizona, Eller College of Management 2005 — 2010
Bachelor of Science (BS), Criminal Justice
Wells Fargo November 2013 - May 2015
PG&E 2007 - March 2012
Kaiser Permanente January 2005 - August 2007
McCann Erickson - Complete Medical Communications January 2002 - December 2004
Line 6 January 1999 - August 2001
Alesis 1996 - 1999
Skills
Project Management, Program Management, Copywriting, Social Media, Strategic Planning, Marketing Strategy, Product Marketing, E-commerce, Microsoft Office, Account Management, Digital Marketing, Marketing Communications, Public Relations, Marketing, Social Networking, Social Media Marketing, Integrated Marketing, Management, Advertising
Education
University of Arizona 1988 — 1991
Wells Fargo September 2012 - Present
J.P. Morgan June 2011 - September 2012
Skills
Customer Service, Microsoft Office, Strategic Planning, PowerPoint, Financial Analysis, Public Speaking, Banking
Education
University of Arizona
Wells Fargo February 2014 - Present
Wells Fargo January 2007 - February 2014
Wells Fargo January 2005 - January 2007
Wells Fargo May 2003 - January 2005
Skills
Analysis, Financial Analysis, Project Management, Business Development, Management, Strategic Financial..., Financial Modeling, Financial Reporting, Project Finance, Financial Planning, Business Analysis, Leadership, Microsoft Excel, Process Improvement, Finance, Corporate Finance, Data Analysis, Business Process..., Financial Risk, Analytics, Marketing, Strategy, Mergers, Credit Analysis, Relationship Management, Access, Budgets, Financial Markets, Cross-functional Team..., Team Management, Customer Service, Banking, Loans
Education
University of Arizona, Eller College of Management 1997 — 2001
Bachelor of Science (BS), Management Information Systems, General
Wells Fargo
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of Baltimore
Wells Fargo December 2013 - Present
FactoryTwoFour July 2014 - Present
M Culinary Concepts November 2013 - December 2013
Maya Day and Nightclub April 2013 - October 2013
Salt Lounge and Bar December 2012 - April 2013
Abercrombie & Fitch July 2011 - September 2012
Tucson Unified School District January 2011 - May 2011
Skills
Oral & Written..., Computer Proficiency, Athletics, Weight Training, Fine Art, Modeling, Management, Television, Customer Service, Social Networking, Creative Writing, Recruiting, Editing, Training, Facebook, Advertising
Education
University of Arizona 2006 — 2010
Bachelor of Science (B.S.), Creative Writing
Wells Fargo December 2014 - Present
Morgan Stanley May 2014 - November 2014
Skills
Business Analysis, Portfolio Management, Microsoft Office, Financial Modeling, Risk Management, Securities, Fixed Income, Investments, Finance, Financial Analysis, Microsoft Excel, Credit, Management
Education
University of Baltimore 2011 — 2013
Bachelor of Science (B.S.), Business Administration-Finance, Cumulative GPA: 3.393
Anne Arundel Community College 2009 — 2011
Associate of Science (A.S.), Business Administration
Steve Landers Auto Group September 2011 - Present
Wells Fargo November 2014 - March 2015
LA Fitness October 2013 - June 2014
Asbury Automotive Group October 2007 - July 2011
Education
National School of Real Estate
Commercial / Residential Real Estate
University of Arkansas at Little Rock
Mesa West Capital March 2015 - Present
Mesa West Capital June 2014 - Present
Wells Fargo January 2013 - May 2014
Wells Fargo Institutional Metro Markets Group May 2012 - February 2013
Building Owners and Managers Association February 2011 - May 2012
Marcus & Millichap May 2010 - August 2010
CUSD May 2010 - August 2010
SABRA DIPPING COMPANY May 2009 - August 2009
Skills
Marketing, Real Estate, Real Estate Development, Management, Disposition, Commercial Real Estate, Real Estate Economics, Analysis, Market Research, Research, Finance, Financial Analysis, Investments
Education
Sol Price School of Public Policy 2011 — 2012
B.S, Real Estate Development; Economics, Business Mathematics
University of Southern California 2011 — 2012
Bachelor of Science (BS), Real Estate Development, Senior
University of Arizona
Vanguard September 2014 - Present
Vanguard July 2013 - September 2014
Gentle Ben's June 2012 - June 2013
Wells Fargo August 2011 - April 2012
Skills
Series 7, Series 63, Real Estate Financing, Microsoft Excel, PowerPoint, Entrepreneurship, Finance, Retirement Planning, Financial Modeling, Financial Analysis, Portfolio Management, Mutual Funds, Investment Strategies, Asset Allocation, Bloomberg, Derivatives
Education
University of Arizona 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Starboard Financial February 2014 - Present
Alliance Financial Resources LLC July 2010 - February 2014
Wells Fargo June 2001 - August 2010
Skills
Loans, Finance, Credit, Credit Reporting, Financial Analysis, Relationship Mgmt, Long-term Customer..., Real Estate, Banking, Short Sales, Reverse Mortgages, USDA, Refinance, Referrals, FHA, Mortgage Banking, VA Loans, Mortgage Lending, Investment Properties
Education
University of Arizona, Eller College of Management
Bachelor of Science (BS), Finance, General
Pacific Communications June 2015 - Present
LehmanMillet January 2014 - June 2015
Integrated MarketingWorks November 2012 - December 2013
Bolt Public Relations March 2012 - September 2012
Wells Fargo March 2011 - March 2012
Skills
Public Relations, Media Relations, Social Media, Facebook, Press Releases, Fundraising, Event Planning, Corporate Communications, Copywriting, Online Advertising, Advertising, Strategy, YouTube, Blogging, Integrated Marketing, Social Media Marketing, Leadership, Public Speaking
Education
University of Arizona 2007 — 2011
BA, Communication, Spanish
Rosary High School 2003 — 2007
HS Diploma
McKesson September 2014 - Present
McKesson August 2012 - September 2014
McKesson December 2010 - August 2012
American Airlines October 2007 - December 2010
American Eagle Airlines (AMR) October 2006 - 2007
American Airlines July 2005 - October 2006
KPMG August 2002 - July 2005
Shaffer Tax and Accounting October 2001 - October 2002
Wells Fargo June 1997 - October 2001
Skills
SEC reporting, SOX, US GAAP, XBRL, FAS 133, Project Accounting, Financial Accounting, Big 4, Compliance, SEC filings, Sarbanes-Oxley Act, Accounting, Financial Reporting, Internal Audit, CPA, Managerial Finance, Fixed Assets, Revenue Recognition, Auditing, Financial Analysis, Sarbanes-Oxley, Mergers & Acquisitions, Corporate Finance, Tax, GAAP, Variance Analysis, Internal Controls, Income Tax, General Ledger, Financial Audits, External Audit, Financial Forecasting, Financial Statements, Account Reconciliation, Cash Flow, Finance, Management
Education
University of Arizona, Eller College of Management 2000 — 2002
BS Business Administration - Summa Cum Laude
Wells Fargo Bank November 2012 - Present
Wells Fargo September 2009 - November 2012
Wells Fargo May 2004 - September 2009
Skills
Treasury Management, Treasury Services, Banking, Commercial Banking, Credit, Strategy, Loans, Financial Analysis, Commercial Lending, Small Business Lending, Sales, Cash Management, Presentations, Credit Analysis, Business Development, Analysis, Relationship Management, Cross Selling, Merchant Services, Portfolio Management, Consumer Lending, Sales Hiring, Talent Management, Technical Leadership, Sales Operations
Education
University of California, Irvine 2009 — 2012
MBA
University of Arizona, Eller College of Management 2004 — 2007
Bachelor of Science
Wells Fargo July 2015 - Present
Wells Fargo Bank February 2015 - July 2015
Wells Fargo April 2012 - February 2015
American Eagle Outfitters October 2008 - April 2010
Abercrombie & Fitch May 2007 - October 2008
The University of Arizona August 2004 - May 2006
Tucson Embedded Systems Inc. May 2001 - May 2003
Skills
Commercial Banking, Retail Banking, Customer Service, Management, Loans, Credit, Sales, Small Business Lending, Consumer Lending, Credit Analysis, Cross Selling, Loan Origination, Retail, Banking, Finance, Financial Analysis, Sales Management, Financial Services, Customer Retention, Small Business, Mortgage Lending, Business Development, Business Planning, Relationship Management, Credit Cards, Deposits, Lines Of Credit, Customer Experience, Financial Reporting, Cash Management, Mortgage Banking, Treasury Management, Social Networking, Merchant Services, Payments, Business Relationship...
Education
University of Phoenix 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
University of Arizona 2003 — 2007
Bachelor of Science (B.S.), Biology, General
Wells Fargo July 2013 - Present
Bank of America January 2012 - March 2013
Education
University of Arkansas at Little Rock 2013 — 2019
Associate's degree, Radiologic Technology/Science - Radiographer
ASARCO January 2015 - Present
ASARCO April 2012 - December 2014
Wells Fargo January 2012 - April 2012
Holiday Inn Express Tucson mall April 2010 - January 2012
Skills
Finance, Financial Reporting, Strategic Financial..., Financial Modeling, Financial Analysis, Corporate Finance, Credit Analysis, Credit Risk, Credit Management, Lines Of Credit, Cash Flow, Financial Accounting, Auditing
Education
University of Arizona, Eller College of Management 2008 — 2011
Bachelor of Science (B.S.), Finance, General
The University of Arizona, Tech Launch Arizona July 2015 - Present
The University of Arizona, Tech Launch Arizona May 2014 - July 2015
Mastek-InnerStep July 2008 - May 2014
Wells Fargo May 2005 - July 2008
Wells Fargo Bank June 1999 - July 2008
Skills
Client Relationship..., Partner Relationships, Outstanding Customer..., Strategic Planning, Project Management, New Business Development, Program Management, Business Strategy, Business Development, Sales Management, Team Building, Sales, Customer Service, Marketing, B2B, Strategic Partnerships, Cross-functional Team..., Banking, Management, Partner Management, Leadership, Strategy
Education
University of Arizona, Eller College of Management 2011 — 2012
Master of Business Administration (MBA)
University of Phoenix 2003 — 2005
BS, Business Management
Wells Fargo September 2015 - Present
Wells Fargo December 2013 - September 2015
Macy's August 2009 - October 2013
Set the Captives Free Outreach Center June 2011 - September 2012
Keller Professional Services, Inc. November 2011 - February 2012
Downtown Partnership of Baltimore June 2011 - September 2011
Hundredfold Investors, Inc. December 2008 - June 2010
Skills
Financial Analysis, Accounting, Customer Service, Team-oriented, Microsoft Word, Microsoft Excel, Microsoft Dynamics GP, QuickBooks, Microsoft Office, Retail Sales Experience, Cash Handling Experience, Team Leadership, Tax, Outlook, Accounts Receivable, Accounts Payable, Data Entry, Customer Satisfaction, Budgets, Teamwork, Payroll, Retail, Analysis, Forecasting, Management, Financial Statements, Spreadsheets, Access, Recruiting, Invoicing, PowerPoint, Inventory Management, Journal Entries, Time Management, Auditing, Human Resources, Great Plains Software, General Ledger, Sales, Account Reconciliation, Finance
Education
University of Baltimore 2010 — 2012
Bachelor of Science, Business Administration Specialize in Finance
Community College of Baltimore County 2007 — 2010
Associate of Arts, Business Administration
Union Bank June 2013 - Present
Wells Fargo October 2008 - May 2013
Merrill Lynch September 2007 - October 2008
Merrill Lynch August 2006 - September 2007
Skills
Asset Allocation, Asset Management, Estate Planning, Finance, Investments, Portfolio Management, Retirement Planning, Wealth Management, High Net Worth..., Securities, Wealth Management...
Education
University of Arizona 1996 — 2000
Bachelor of Arts (B.A.)
Ally Financial Inc. July 2015 - Present
Santander Consumer USA Inc. April 2014 - Present
Cars.com February 2014 - March 2014
Westlake Financial Services December 2012 - January 2014
Blue Ice 2010 - 2012
Wells Fargo August 2009 - July 2010
Wells Fargo March 2003 - August 2009
Skills
Sales, Marketing, Leadership, Sales Management, Marketing Strategy, Business Development, B2B, Management, Profit, Customer Retention, Online Advertising, Training, Customer Service, Sales Process, New Business Development, Negotiation, Account Management, Selling, Retail, Finance, Loans, Strategic Planning, Direct Sales, Sales Presentations, Microsoft Office, Customer Satisfaction, Consumer Lending, Business Planning, Relationship Management, Team Building, Social Media Marketing, Competitive Analysis, Automobile, Cold Calling, Public Relations, Sales Operations, Automotive, Dealers, Pricing, Salesforce.com, Lead Generation, Small Business, Web Design, Budgets, Forecasting, Credit, Contract Negotiation, Market Planning, CRM, Email Marketing
Education
University of Arkansas at Fayetteville
Business, Management, Marketing, and Related Support Services
Wells Fargo September 2012 - Present
Wells Fargo Bank September 2008 - October 2012
Wachovia Bank, a Wells Fargo Company 2008 - 2010
Accredited Home Lenders May 1998 - March 2008
Ford Consumer Finance 1996 - 1998
Transamerica September 1990 - December 1996
Skills
Mortgage Lending, Mortgage Banking, Credit, Loans, Coaching, Financial Services, Banking, Training, Leadership, Sales, Management, Finance, Underwriting, Commercial Lending
Education
University of Arizona 1985 — 1990
BA, Business, Economics and Sociology
Torrey Pines High School
Wells Fargo August 2008 - Present
iSight Partners February 2008 - August 2008
Raytheon March 2007 - February 2008
Wal-Mart Stores Inc. May 1996 - March 2007
US Navy September 1993 - September 1996
Skills
Network Security, Computer Forensics, Risk Assessment, Project Management, Incident Response, Management, Auditing, Workstations, Information Security, Security, CISSP, Information Security..., PCI DSS, Risk Management, IT Audit, Computer Security, Firewalls, Integration, VPN, Vendor Management
Education
University of Arkansas 1996 — 2001
University of Arkansas
Criminal Justice
Dell February 2014 - Present
Dell March 2013 - February 2014
Communication Supply Corporation March 2010 - March 2013
Wells Fargo December 2009 - March 2010
Target Marketing Group August 2006 - November 2009
Skills
Sales, New Business Development, Customer Service, Negotiation, Contract Negotiation, Direct Sales, Cold Calling, Microsoft Office, Salesforce.com, Goal Oriented, Marketing Strategy, Account Management, Networking, Sales Operations, Selling, Management, Solution Selling
Education
University of Baltimore 2002 — 2004
Bachelor's degree, Psychology
HotSpot MidSouth July 2011 - October 2011
Merrill Lynch August 2008 - July 2011
Wells Fargo June 2004 - August 2008
American Express Financial Advisors April 2002 - June 2004
Education
University of Arkansas
Bachelor of Business, Finance
Rai & Barone, P.C. July 2014 — October 2016
Combs Law Group, P.C. October 2013 — April 2014
University of Tennessee College of Law January 2013 — May 2013
Arizona Attorney General's Office June 2012 — August 2012
University of Tennessee College of Law May 2012 — June 2012
University of Tennessee College of Law May 2011 — August 2011
Wells Fargo May 2008 — August 2008
Wells Fargo June 2007 — August 2007
Haralambos Beverage Company June 2006 — August 2006
Bauman Loewe Witt & Maxwell, PLLC October 2016 — Present
Skills
PowerPoint, Research, Data Analysis, Legal Writing, Legal Research, Public Speaking, Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Time Management, Financial Analysis, Economics, Social Networking, Civil Litigation, Commercial Litigation, Litigation, Document Drafting, Drafting Agreements, Negotiation, Settlement Agreements, Real Estate, Real Estate Transactions, Mediation, Westlaw
Education
University of Tennessee College of Law 2010 — 2013
Juris Doctor, Concentration in Business Transactions
University of Arizona, Eller College of Management 2006 — 2010
B.S.B.A., Business Economics
Dex Media May 2015 - Present
Native Wear Apparel ™ February 2015 - Present
Dex Media June 2013 - Present
Freelance Native Spot January 2010 - Present
SuperMedia LLC Dex-Media November 2013 - June 2014
Wells Fargo May 2013 - November 2013
Citi November 2011 - June 2013
Skills
Corporate Finance, Web Design, Web Analytics, Google Adwords, Web Marketing, Financial Analysis, SEM, Copywriting, Social Media Marketing, Google Analytics, SEO, Online Marketing, Marketing, Social Media, Leadership, Management, Sales, Customer Service, Account Management, Social Networking
Education
University of North Texas 2014 — 2016
Information Technology
University of Arkansas at Fayetteville 2006 — 2011
Bachelor of Finance
Southlake Carroll High School 2001 — 2005
GED
Leidos November 2012 - Present
AUVSI Foundation 2011 - 2014
SAIC November 2012 - September 2013
Wells Fargo July 2011 - August 2012
Afni, Inc. March 2010 - May 2011
Skills
Accounting, Management, Financial Analysis, Analysis, Accounts Receivable, Customer Service, Revenue Recognition, Process Improvement, Finance, Microsoft Excel, Data Analysis, Strategy, Government Contracting, DoD, Costpoint, DCAA, Contract Management, Variance Analysis, Hyperion Reports, Accruals, Strategic Financial..., Sarbanes-Oxley Act, Deltek, Coaching, Loans, Banking, Credit, Portfolio Management, Financial Planning, Program Management
Education
University of Arizona, Eller College of Management 2006 — 2009
Bachelor of Science (BS), Finance, General
Wells Fargo May 2015 - Present
Wells Fargo June 2014 - May 2015
Education
University of Arizona, Eller College of Management 2015 — 2017
Accounting
Wells Fargo September 2004 - Present
American Expresss 2001 - 2003
Skills
SDLC, Vendor Management, Software Project..., Program Management, Integration, PMP, PMO, Project Management, Project Portfolio..., Business Analysis, Visio
Education
University of Arizona, Eller College of Management
MS/MIS, MIS
University of Mississippi
MBA, Business
Aternity January 2014 - Present
Riverbed Technologies May 2010 - January 2014
Garten Rothkopf February 2009 - May 2010
Managed Objects March 2008 - November 2008
Cleary & Co July 2007 - October 2007
Federal Communications Commission - International Bureau August 2005 - December 2005
Hydro Capital Corporation May 2005 - August 2005
M & M Bomchil Abogados July 2004 - August 2004
Wells Fargo September 2001 - July 2003
Skills
SaaS, Salesforce.com, Enterprise Software, Business Development, Start-ups, Solution Selling, Strategy, Contract Negotiation, Sales, Cloud Computing, Lead Generation, Strategic Partnerships, Financial Modeling, Competitive Analysis, Direct Sales, New Business Development, Sales Process, Account Management, Entrepreneurship, Leadership, Analytics, Professional Services, Management, Marketing, Go-to-market Strategy, CRM, Telecommunications, Business Alliances, Product Management
Education
University of Arizona, James E. Rogers College of Law 2003 — 2006
JD, Concentration in Finance and International law
Yale University 1997 — 2001
BA, Philosophy, Physics
Wells Fargo January 2014 - Present
The Center for Pediatric Health July 2010 - December 2011
Verizon Wireless May 2007 - July 2010
Alltel Wireless June 2006 - April 2007
Alltel February 2004 - June 2006
Alltel February 2002 - February 2004
Electronics Boutique 1997 - January 2002
Sears, Roebuck and Co. April 1990 - 1997
Skills
Product Management, Mobile Devices, Wireless, Marketing, Customer Service, Product Marketing, Customer Satisfaction, Leadership, Management, Enterprise Software, Mobile Technology, Sales Management, Contract Negotiation, Telecommunications, Networking, Strategic Partnerships, Sales, Call Centers, Marketing Communications, Analysis
Education
University of North Texas 2012 — 2015
Bachelor of Arts in Marketing
University of Arkansas at Little Rock 1992 — 1995
Business
Citi November 2012 - Present
Start-up (stealth mode) January 2012 - October 2012
Citi August 2010 - January 2012
Tipfish February 2010 - August 2010
Winster, Inc. 2009 - February 2010
Dell 2008 - 2008
Tagged.com January 2007 - 2008
Genentech 2006 - 2006
Wells Fargo 2004 - 2006
Starwood 2003 - 2004
Education
University of Auckland
CFA Institute
Banning Industries 2006 - Present
Republic Services Inc 2007 - 2012
C2 & Co. 2005 - 2008
MY Events 2004 - 2008
Wells Fargo 1999 - 2006
Scottsdale McCormick Ranch Resort 1997 - 1999
Fox Channel 10 News 1995 - 1997
Skills
Marketing, Corporate Events, Budgets, New Business Development, Event Planning, Strategic Planning, Trade Shows, Public Relations, Customer Service, Team Building, Sales, Event Management
Education
University of Arizona 1990 — 1994
Xavier College Preparatory 1986 — 1990
High School, General
Pacific Gas and Electric Company August 2010 - Present
Red Apple Marketing January 2009 - September 2010
Wells Fargo September 2004 - November 2008
Intel Corporation April 2001 - July 2004
Intel Corporation August 1998 - March 2001
AD Dimensions Advertising Agency June 1991 - May 1994
Skills
Strategy, Microsoft Office, Risk Management, Financial Analysis, Forecasting, Project Planning, Process Improvement, Financial Modeling, Project Management, Business Process, Finance, Cross-functional Team..., Analysis, Internal Controls, Budgets, Credit, Financial Forecasting, Business Analysis, Data Analysis, Fundraising, Visio, Leadership, Strategic Planning, Microsoft Excel, Program Management, Business Process...
Education
University of Arizona, Eller College of Management 1996 — 1998
MBA, Management Information Systems
Yale University 1987 — 1991
BS, Mechanical Engineering
Shutterfly Inc. March 2015 - Present
Shutterfly.com 2008 - February 2015
siWiz 2004 - 2009
Wells Fargo 2007 - 2007
Avnet 2007 - 2007
Freescale Semiconductor 2000 - 2007
Skills
High Availability, Scalability, Agile Methodologies, Perl, REST, JUnit, Software Engineering, Tomcat, Design Patterns, Flex, Hadoop, Scala, ActionScript, Git, Java, Groovy, Spring, Java Enterprise Edition, Linux, XML, Continuous Integration, Python, Usability, FMEA, Perforce, Maven, Subversion, Ant
Education
University of Arizona 1996 — 2000
Bachelor of Science (B.S.), Systems Engineering
Wells Fargo March 2007 - December 2014
Kforce January 2005 - January 2007
Hennen Publishing May 2004 - January 2005
Skills
Project Management, Relationship Management, Process Improvement, Vendor Management, SDLC, Business Continuity..., Leadership, Change Management, CRM, Recruiting, Team Leadership, Business Process..., Service Delivery, Risk Management, Management, ITIL, BMC Remedy, CMM, Virtual Teams, Technical Writing, Reporting & Analysis, SharePoint Designer, Microsoft Office, Microsoft Excel, MS Excel Pivot Tables, Excel Services, Access, Microsoft SQL Server, Sunguard, Fundraisers, Charity Work, Disaster Recovery, TIBCO Business Studio, Visual Studio, Sales, Publishing, Advertising, Budget Monitoring, Workflow Management, IT Audit, Six Sigma, PMI, PMP, LDRPS, Documentum, Software Documentation, Patch Management
Education
University of Arizona, Eller College of Management 2000 — 2004
Bachelor of Science in Business & Public Administration, Marketing
Kayne Anderson Rudnick January 2015 - Present
Wells Fargo March 2009 - December 2014
Bank of America May 2008 - January 2009
Bank of America February 2005 - May 2008
Skills
Wealth Management, High Net Worth..., Investments, Series 7, Loans, Banking, Portfolio Management, Insurance, Mortgage Banking, Credit, Private Banking, Commercial Lending, Underwriting, Notary Public, Financial Planning, Private Wealth..., Risk, Investment Management
Education
University of Arizona, Eller College of Management 2001 — 2005
BSBA, Finance
Experis IT July 2009 - February 2013
US Airways June 2008 - June 2009
Wells Fargo 2005 - 2007
Skills
SDLC, Business Analysis, Business Process..., Project Portfolio..., Project Management, MS Project, Management, Program Management, Visio, Business Process, Requirements Gathering, Software Development, SQL, Systems Analysis, Process Improvement, Vendor Management, Business Requirements, Team Leadership, Banking, Agile Project Management, PMO, Project Planning, Quality Assurance, Integration, Requirements Analysis, Agile Methodologies, Business Development, Leadership, SharePoint, Software Project...
Education
Webster University 2008 — 2009
Master of Business Administration (MBA)
University of Arizona, Eller College of Management 2002 — 2004
Alert Logic January 2015 - Present
Critical Watch (Acquired by Alert Logic Jan 2015) May 2012 - January 2015
Talyst January 2007 - May 2012
American Airlines 2005 - 2006
Valtech 1998 - 2006
Travelocity 2004 - 2005
Countrywide Financial 2001 - 2004
OGRE Partners May 1999 - April 2001
Wells Fargo 1998 - 1999
Raytheon 1997 - 1998
Skills
Agile Methodologies, SDLC, Enterprise Architecture, Scrum, Software Development, Software Project..., Requirements Analysis, OOAD, .NET, SOA, XML, Architecture, Agile Project Management, Web Services, SQL, C#, C# 4.0, Java, T-SQL, MongoDB, NoSQL, WPF, WinForms, Visual Studio, Microsoft SQL Server, Web Applications, WCF, Enterprise Software, DB2, Architectures, IIS, Test Driven Development, ASP.NET
Education
University of Arkansas 1994 — 1997
BS Engineering, Computer System Engineering
University of Arkansas at Little Rock 1992 — 1994
Wells Fargo January 1997 - Present
Skills
SDLC, Disaster Recovery, Risk Management, Business Process..., Financial Services, Insurance, Business Analysis, SharePoint, Banking, Web Services, Vendor Management, Business Requirements, Software Documentation, Security, Agile Methodologies, Management, Requirements Analysis, Project Portfolio..., Visio, Business Intelligence, Requirements Gathering, Quality Center, Process Improvement
Education
University of Arizona 1991 — 1995
Ryland Homes October 2013 - Present
Wells Fargo February 2013 - October 2013
Bank of America October 2010 - January 2013
Bank of America December 2008 - October 2010
Skills
Credit, Microsoft Office, FHA, Financial Analysis, Loans, Credit Analysis, Mortgage Lending, FHLMC, Customer Service, Underwriting, Training, Portfolio Management
Education
University of Arizona, Eller College of Management 2005 — 2007
Wells Fargo 2008 - Present
Express Scripts November 2005 - May 2008
American Express June 2000 - November 2005
Skills
Requirements Gathering, Visio, Business Analysis, SDLC, Requirements Analysis, Data Warehousing, Data Analysis, SharePoint, Vendor Management, Business Objects, Process Improvement, Building Relationships
Education
University of Arizona 1998 — 2000
BS, Management Information Systems
Wells Fargo August 2012 - Present
Protiviti January 2007 - August 2012
Skills
Internal Audit Risk..., Internal Audit, Sarbanes-Oxley 404 and..., Project Management..., Cross-functional Team..., Accounting, Supply Chain Management, Benchmarking, Risk Management, Lean Sigma, Six Sigma, Staff Training, Staff Development, Agile Project Management, Data Analysis, Investments, Derivatives, Compliance, Business Process, Finance, Management Consulting
Education
University of Arizona, Eller College of Management 2003 — 2006
Bachelor of Science in Business Administration (B.S.B.A.), Accounting
Cayenne Medical October 2013 - Present
Cayenne Medical January 2007 - October 2013
IPS-Sendero May 2006 - January 2007
Wells Fargo August 2005 - March 2006
Nextel Communications March 2004 - May 2005
RSC Equipment Rental March 1999 - January 2004
Skills
Medical Devices, Manufacturing, Product Development, Lean Manufacturing, ISO 13485, Product Launch, Logistics, Inventory Control, Inventory Management, Quality System, Forecasting, Sales Management, GMP, MRP, Sales, Materials Management, Continuous Improvement, Cross-functional Team..., Six Sigma, Process Improvement
Education
University of Arizona 1995 — 1998
Master of Business Administration (MBA)
Ariix 2013 - Present
Wells Fargo April 1997 - Present
First Union April 1996 - April 1997
Skills
Credit, Management, Debit Cards, Marketing, Cards, Transaction Processing, Financial Services, Banking, Financial Risk, Credit Cards, Vendor Management, Operational Risk, Business Analysis, Customer Service, Account Management, Process Improvement
Education
RTCC 1982 — 1984
Business Management
University of Baltimore 1980 — 1982
Criminal Justice
Wells Fargo January 2008 - Present
IBM September 2003 - January 2008
Education
University of Arizona 2001 — 2005
B.S., Computer Science
Wells Fargo August 2013 - Present
Wells Fargo Bank July 2007 - August 2013
Naden Lean, LLC June 2000 - February 2005
Skills
QuickBooks, Financial Modeling, Accounting, MBS, Financial Analysis, Banking, Loans, Financial Reporting, Securities, Credit, Risk Management, Portfolio Management, Finance
Education
University of Baltimore 1997 — 2000
BS, Accounting
Wells Fargo December 2013 - Present
Wells Fargo Bank April 2007 - Present
Wells Fargo Bank ( Wachovia) April 2005 - April 2007
EveryHome August 2004 - March 2005
The Penn Mutual Life Insurance Company 2000 - 2004
The Penn Mutual Life Insurance Company 1998 - 2000
The Penn Mutual Life Insurance Company February 1995 - September 1998
The Penn Mutual Life Insurance Company May 1991 - February 1995
Skills
Underwriting, Life Insurance, Portfolio Management, CRM, Product Management, Fixed Annuities, Management, Finance, Sales, Marketing, Financial Services, Series 6, Wealth Management, Series 7, Training, Team Leadership, Sales Management, Treasury Management, Mutual Funds, Retirement Planning, Banking, Investments, Risk Management, Relationship Management, Sales Operations, Customer Service, Litigation Management, Corporate Fraud..., Fraud Claims, Credit Card Fraud, Commercial Banking, Banking Law, Retail Banking, treasury, Treasury Sales, Check Fraud, Small Claims Litigation, Financial Crimes, Negotiations, Series 63, Banking Regulations
Education
University of Arkansas at Fayetteville 1987 — 1991
BA, Communications, Political Science
Hall High School
University of Arkansas
Wells Fargo February 2013 - Present
Robert Half Management Resources April 2012 - February 2013
Roundpoint Mortgage Servicing Corp. October 2009 - April 2012
Bank of America April 2001 - March 2009
PricewaterhouseCoopers January 1997 - March 2001
Arkansas Blue Cross Blue Shield May 1992 - November 1996
Skills
Internal Audit, Auditing, Sarbanes-Oxley Act, Risk Management, Enterprise Risk..., Compliance, Mortgage Servicing, AML, Information Technology..., IT Audit, Operational Risk, Operational Risk..., Financial Risk
Education
University of Arkansas at Fayetteville 1990 — 1991
M.B.A.
University of Arkansas 1986 — 1990
B.S.B.A., Accounting with Computer Information Systems
Wells Fargo September 1990 - Present
Wells Fargo Bank 1990 - Present
Skills
Financial Institutions, Small Business Lending, Commercial Banking, Lines Of Credit, Credit, Commercial Lending, Banking, Credit Analysis, Loans, Consumer Lending, Portfolio Management, Credit Risk, Commercial Mortgages, Treasury Management, Mortgage Lending, Asset Based Lending, Loan Origination, Retail Banking
Education
University of Arkansas at Little Rock 1987 — 1989
BS, Business and Finance
Yavapai College 1986 — 1987
Associate of Arts and Sciences (AAS)
Wells Fargo February 2010 - Present
Wells Fargo September 2009 - February 2010
Wells Fargo June 2005 - August 2009
wells fargo June 2004 - June 2005
Skills
Business Analysis, Customer Service, SharePoint, Requirements Gathering, Requirements Analysis, SDLC, Risk Management, Vendor Management, ITIL, Leadership Development, Disaster Recovery, Visio, Process Improvement, PMO
Education
University of Arizona, Eller College of Management 1999 — 2004
BS, MIS
UHS
Wells Fargo February 2013 - August 2013
Robert Half - Financial Services Group February 2012 - January 2013
Northpointe Insurance, LLC April 2011 - January 2012
RSM McGladrey 2009 - June 2011
Harris Bank 2007 - 2008
Affinity Bank 2006 - 2007
First Horizon 2003 - 2006
National Bank of Arizona (through acquisition of Pacific Century Bank) April 1999 - August 2002
First Security Commercial Mortgage February 1997 - October 1998
Skills
Loans, Underwriting, Commercial Lending, Construction Loans, Mortgage Lending, Commercial Mortgages, Credit Risk, Business Planning, Insurance, Real Estate, Marketing, Credit, Strategy, Portfolio Management, Credit Analysis, Banking, Real Estate Economics, Risk Management, Commercial Banking, Financial Risk, Appraisals, Financial Analysis, Small Business Lending, Investment Properties, Financial Services, Financial Modeling, Disposition, Bonds, Loan Origination, Small Business, Leadership, Finance, Mortgage Banking, Due Diligence, Loan Servicing, Budgets, Commercial Real Estate, Analysis, Negotiation, Mergers & Acquisitions, Auditing, Asset Management, Valuation, Management, Investments, Strategic Planning, Financial Structuring, Leases, Microsoft Excel, Refinance
Education
University of Arizona
B.S., Animal Science
University of Arizona, Eller College of Management
MBA, Finance
B&G Accounting & Tax, L.L.C. April 2013 - April 2015
Wells Fargo July 2012 - April 2013
Regions Financial Corporation October 2010 - May 2012
Arizona Students' Association August 2009 - December 2009
Safeway July 2005 - October 2009
Education
University of Arizona, Eller College of Management 2005 — 2010
B.S., Accounting
Wells Fargo April 2014 - Present
Wells Fargo July 2011 - April 2014
JPMorgan Chase December 2009 - July 2011
Wells Fargo Bank August 2008 - July 2009
Wells Fargo Financial July 2006 - August 2008
Skills
Credit Analysis, Sales, Loans, Credit, Banking, Finance, Commercial Banking, Cash Management, Selling, Risk Management, Financial Analysis, Cross Selling, Financial Services, Relationship Management, Retail Banking, Small Business Lending, Credit Risk, Mortgage Lending, Commercial Lending, Portfolio Management, Loan Origination, Consumer Lending, Management
Education
University of Baltimore 2006 — 2008
bs, Finance
ElGuindy Meyer & Koegel, LLP February 2015 - Present
Green & Hall, APC December 2014 - February 2015
Green & Hall, APC 2012 - November 2014
Wells Fargo November 2007 - August 2011
Skills
Mortgage Lending, Credit, Consumer Lending, Loans, Banking, Retail Banking, Mortgage Banking, Securities, AML, Courts, Litigation, Real Estate, Loan Origination, Legal Research, Legal Writing, Mediation, Microsoft Office, Public Speaking, Research, Westlaw
Education
University of the Pacific - McGeorge School of Law 2011 — 2014
Doctor of Law (J.D.)
University of Arizona 2003 — 2007
Bachelor of Arts, Communication
Union Bank March 2008 - Present
Cal National Bank 2006 - 2008
Wells Fargo 1990 - 1998
Education
University of Arizona, Eller College of Management
Bachelor of Science (BS), Operations Management
Wells Fargo Bank 2004 - Present
Wells Fargo November 1995 - Present
Skills
Investments, Wealth Management..., Trust Services, Strategic Financial..., High Net Worth..., Estate Planning, Wealth Management, Portfolio Management, Asset Management, Retirement Planning, Private Banking, Investment Management
Education
University of Tulsa College of Law 1983 — 1986
Doctor of Law (J.D.)
University of Arkansas 1979 — 1982
Finance
Springleaf Financial Services February 2015 - Present
Wells Fargo February 2013 - February 2015
The Bornmann Law Group, PLLC May 2012 - January 2013
The Bornmann Law Group, PLLC March 2010 - August 2011
Skills
Sales
Education
The University of Denver Sturm College of Law 2011 — 2012
Law
University of Arizona
Bachelor of Arts (B.A.) Cum Laude, Philosophy
UPS Supply Chain Solutions November 2014 - Present
UPS 2012 - November 2014
Grand Canyon University 2010 - 2012
BBVA Compass 2007 - 2010
USAA/Charles Schwab 2006 - 2007
Wells Fargo 1999 - 2005
Skills
Territory Account..., Relationship Management, Cross-functional Team..., Sales Management, Business-to-Business..., Team Leadership, Team Building, Situational Sales..., P & L Ownership, Expense Budget..., Business Networking, Business Development, Business Strategy, Strategic Planning, Consulting, Financial Reporting, Expense Reports, Hospitals, Banking, Mentoring, Recruiting, Employee Training, Sales, Training, Selling, Customer Satisfaction, Marketing, Customer Service, New Business Development, B2B, P&L Management, Management
Education
University of Arizona, Eller College of Management 1996 — 2000
Bachelor of Science in Business Administration, Finance
American Express June 2011 - Present
American Express July 2010 - June 2011
American Express August 2009 - July 2010
American Express August 2008 - July 2009
National Bank of Arizona September 2007 - August 2008
National Bank of Arizona June 2006 - September 2007
National Bank of Arizona November 2004 - June 2006
Washington Mutual Bank September 2003 - November 2004
Valley Financial Mortgage LLC April 2003 - December 2003
Wells Fargo January 2001 - April 2003
Skills
Financial Analysis, Credit, Portfolio Management, Credit Risk, Credit Analysis, Banking, Loans, Risk Management, Commercial Lending, Underwriting, Finance, Investments, Financial Reporting, Financial Statement..., Financial Services, Small Business Lending, Credit Cards, Strategic Financial..., Treasury Management
Education
University of Arizona
Bachelor of Science (BS), Finance
Wells Fargo May 2014 - Present
BestIT September 2011 - May 2014
Arizona Department of Revenue December 2009 - September 2011
Phoenix Biometrics, Inc. May 2005 - September 2011
Accenture 2006 - 2009
Skills
Business Analysis, Strategy, Change Management, Business Development, Business Intelligence, Project Planning, Project Implementation, Test Management, Test Planning, Training & Development, Entrepreneurship, Enterprise Architecture, Data Warehousing, Vendor Management, Employee Training, Management Consulting, Project Management, Project Portfolio..., Enterprise Software, Integration, Management, Leadership, Analysis, Strategic Partnerships, IT Strategy, Strategic Planning
Education
University of Arizona, Eller College of Management 2002 — 2005
BSBA, Entrepreneurship
Richard Thompson Jr. PLLC March 2012 - Present
Self employed CPA and Financial Systems Implementer 1989 - Present
Keste 2014 - 2014
Keste 2014 - 2014
Keste 2014 - 2014
Keste 2014 - 2014
Ports America November 2012 - June 2013
Accenture 2011 - 2012
Wells Fargo 2010 - 2011
General Dynamics 2007 - 2009
Skills
•Oracle Applications:..., Project Management, Accounting, Management, Business Analysis, Oracle E-Business Suite, SDLC, Business Process, Consulting, Access
Education
Cass Tech
Accounting
University of Arizona
Master of Accountancy, Account Information Management Systems
Wayne State University
BS BUSINESS, ACCOUNTING
Wells Fargo September 2012 - May 2013
Wells Fargo November 2011 - September 2012
PetSmart April 2011 - September 2011
Skills
Spanish, Portuguese, Microsoft Office, Laboratory, Data Analysis, Statistics, Genetics, Vaccines, Microsoft Excel, Strategic Financial..., Public Speaking
Education
University of Arizona 2005 — 2010
Bachelor of Science (BS), Veterinary Sciences, Agribusiness, GPA 3.812/4.0, Magna Cum Laude
University of Arizona 2005 — 2010
Bachelor of Arts (BA), Spanish, Literature, Translation, Portuguese, GPA 3.812/4.0, Magna Cum Laude
Blakely and Walters May 2012 - Present
Deposit OperationsWells Fargo January 2005 - January 2008
Wells Fargo December 1998 - January 2008
Home Equity Group January 2004 - January 2005
Home Equity Group January 2003 - January 2004
Home Mortgage Law DepartmentWells Fargo January 2001 - January 2003
Home Equity Group January 2000 - January 2001
Consumer LoanNorwest Financial January 1998 - January 2000
Education
University of Arizona, Eller College of Management
BS, MBA
Private Clients April 2015 - Present
Frost September 2008 - April 2015
Frost September 2001 - December 2008
Wells Fargo April 1998 - September 2001
Nationsbank August 1992 - March 1998
Republic Bank August 1987 - August 1992
Republic Bank August 1985 - August 1987
Worthen Bank and Trust August 1984 - July 1985
Brittenum & Associates July 1983 - August 1984
Skills
Securities Lending, Securities Lending..., Asset Management, Valuation, Equities, Risk Management, Series 7, Capital Markets, Bonds, Fixed Income, Financial Services, Banking, Securities, Hedge Funds, Series 63, Trading, Alternative Investments, Cash Management
Education
University of Arkansas at Little Rock 1978 — 1983
BA, Finance
Assurant November 2012 - Present
Assurant July 2011 - October 2012
Assurant June 2010 - July 2011
Assurant June 2009 - June 2010
Wells Fargo December 2006 - June 2009
Skills
Certified Internal..., Audit Command Language, Spanish, Internal Audit, Sarbanes-Oxley, Internal Controls, Enterprise Risk..., Accounting, IT Audit, GAAP, Financial Audits, Risk Management
Education
University of Arkansas at Fayetteville 2002 — 2006
Bachelor of Science (B.S.), Accounting, 3.5
Wells Fargo February 2015 - Present
AXA Advisors October 2013 - February 2015
JPMorgan Chase October 2011 - November 2013
TMO Restaurant Concepts 2004 - 2011
Target 1999 - 2004
Skills
Financial Analysis, Financial Planning, Financial Services, Estate Planning, Retirement Planning, Strategic Planning, Budgets, Life Insurance, Equities, Financial Modeling, Retirement, Banking, Social Media, Stock Market, Stock Trading, Bond Markets, Convertible Arbitrage, Options Strategies, Retail Banking, Mortgage Banking, Investment Banking, Private Banking, Affluent, Business Development, Branch Banking, Managerial Finance, Fixed Income, Derivatives, Underwriting, Private Equity, Hedge Funds, Social Security
Education
University of Arizona 1999 — 2003
Bachelor’s Degree
Salpointe Catholic High School 1995 — 1999
High School
Raytheon October 2009 - Present
Raytheon 2007 - 2009
Wells Fargo 2005 - 2006
Skills
Microsoft Office, Government Contracting, Government, Program Management, DoD, Earned Value Management, Project Planning, Proposal Writing, Integration, Defense
Education
University of Phoenix 2013 — 2015
Master of Business Administration (MBA), 3.83
University of Arizona, Eller College of Management 2004 — 2005
Bachelor's degree, Marketing
Wells Fargo August 2010 - Present
Wells Fargo June 2008 - August 2010
Wells Fargo March 2005 - June 2008
Wells Fargo June 2004 - March 2005
Wells Fargo March 2002 - June 2004
Adecco Group November 2001 - March 2002
Skills
SQL, IBM DB2, Oracle, Risk Management, Regulatory Agencies, Rating Agency, Business Objects, Microsoft SQL Server, SAS, Analytics, Rapid SQL, Toad for Data Analytics, Informatica, SSRS, Team Foundation Explorer, Home Equity, Mortgage, DB2
Education
University of Arizona, Eller College of Management 1997 — 2001
Bachelor's degree, Management Information Systems, General
FactSet 2012 - Present
Pacific Life 2007 - 2012
Wells Fargo 2003 - 2007
Education
University of Southern California 2008 — 2011
Master of Business Administration (MBA)
University of Arizona, Eller College of Management 1999 — 2003
Bachelor of Science (BS), Finance, General
Wells Fargo September 2011 - Present
Cricket Communications June 2009 - September 2011
Cricket Wireless June 2009 - September 2011
MECU of Baltimore, Inc June 2008 - June 2009
Skills
Loans, Mortgage Lending, Credit, Loan Origination, Consumer Lending, Mortgage Banking, Banking, Credit Analysis, Commercial Lending, Small Business Lending, Refinance, Residential Mortgages, Retail Banking, Commercial Banking, Lines Of Credit
Education
University of Baltimore 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services