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
Wells Fargo July 2014 - Present
NovaBone Products, LLP June 2011 - August 2012
Corporate Marketing Solutions May 2010 - April 2011
Hilton University of Florida August 2010 - January 2011
James Moore & Co., P.L. August 2009 - April 2010
Skills
Project Coordination, Event Management, Coaching, Social Media, Social Networking, MS Project, Coffee, Soccer, Microsoft Office, Editing, Proofreading, Market Research, Research, Project Management, Freelance Writing, Patents, Strategic Planning, SEO, Management, Program Management, Proposal Writing, Leadership, Sales, Management Consulting, Data Analysis, Business Strategy, Training, Marketing Communications, Account Management, Patent Development, Customer Service, Beverage Industry, Leveraged Finance, Leveraged Lending, Financial Modeling, Financial Analysis, Facebook, Budgets, Teamwork
Education
University of Florida 2012 — 2014
Master of Business Administration (MBA), Finance & Competitive Strategy
University of Florida 2007 — 2011
Parks, Recreation, & Tourism, Event Management
Sturdy Built Trailer Parts March 2015 - Present
Journeys November 2014 - March 2015
Wells Fargo February 2014 - November 2014
Mercedes-Benz of Sarasota March 2013 - January 2014
Sturdy Built Trailer Parts July 2011 - February 2013
Bridgestone April 2010 - December 2010
AutoZone April 2007 - April 2010
Skills
Customer Satisfaction, Sales, Vehicles, Sales Management, Customer Service, Retail Sales, Parts, Customer Retention, Marketing, Team Building, Time Management, Sales Process, Sales Operations
Education
University of South Florida Sarasota-Manatee 2010 — 2012
Bachelor of Science, Business Management
University of Florida 2007 — 2010
Associate's Degree, Business, Management, Marketing, and Related Support Services
Merrill Lynch August 2015 - Present
Wells Fargo December 2014 - August 2015
iCan Benefit Group December 2013 - December 2014
Primerica/PFS Investments October 2012 - December 2014
CustomPlay LLC May 2010 - March 2013
Teleperformance August 2009 - May 2010
The Miami Herald Media Company January 2009 - July 2009
Skills
Life Insurance, Leadership, Financial Services, Fixed Annuities, Variable Annuities, Indexed Annuities, Series 6, Mutual Funds, Investments, Retirement, College Savings Plans, IRAs
Education
University of Florida 2005 — 2008
Bachelors in Telecommunications, Broadcast Journalism, 3.8 GPA
Wells Fargo Home Mortgage 2013 - Present
Wells Fargo Home Mortgage 2010 - 2013
Wells Fargo 2009 - 2010
Wells Fargo 2007 - 2009
Wells Fargo 2005 - 2007
Wells Fargo 2000 - 2005
Wells Fargo 1997 - 2000
Skills
Six Sigma, President Central Iowa..., Leadership, Leadership Development, Process Improvement, Risk Management, Business Analysis, Change Management, Business Process..., Financial Services, Management
Education
University of Florida - Warrington College of Business Administration 1995 — 1996
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Florida 1991 — 1996
Bachelor's degree, Business Administration
Wells Fargo January 2010 - Present
Wells Fargo August 2005 - January 2010
Wells Fargo January 1999 - August 2005
Wells Fargo August 1994 - January 1999
Skills
Finance, Financial Analysis, Loans, Banking, Credit, Marketing, Mortgage Lending, Credit Analysis, Commercial Banking, Retail Banking, Loan Origination, Portfolio Management, Financial Services, Mortgage Banking, Commercial Lending
Education
University of Florida
Bachelor of Science (B.S.), Accounting and Finance
University of North Florida
Master of Business Administration (MBA), Finance, General
Wells Fargo December 2014 - Present
Publix Super Markets January 2013 - Present
Hillsborough Community College January 2013 - December 2014
GTE Financial May 2014 - August 2014
Hillsborough Community College June 2013 - May 2014
Scholars at Your Service April 2011 - August 2011
Student Works Painting February 2011 - August 2011
Skills
Always Punctual, Customer Service, Public Speaking, Microsoft Excel, Dependable Team Player, Microsoft Word, Social Media Marketing, Online Marketing, Marketing, PowerPoint, Microsoft Office, Team Leadership, Student Government, Work Independently with..., Outlook, Experience Working with...
Education
University of Florida
Criminology & Law, Law
Hillsborough Community College 2012 — 2014
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
All Saints High School 2006 — 2011
Wells Fargo October 2013 - Present
Wells Fargo June 2007 - Present
RBC June 2006 - June 2007
BankAtlantic January 2003 - June 2006
Bank of America January 2002 - December 2002
Bank of America August 1998 - January 2002
Skills
Business Development, Banking, Performance Management, Coaching, Analysis, Management, Sales Management, Customer Satisfaction, Team Management, Portfolio Management, Onboarding, Retail Banking, Sales, Small Business, Recruiting, Small Business Lending, Strategic Partnerships, Strategic Planning, Budgets, CRM, Loans, Treasury Management, Team Leadership
Education
UNC Charlotte
Industrial & Organizational Psychology, Business Administration and Management, General
University of Florida
Psychology
Car Shipping Pros August 2012 - Present
Wells Fargo February 2001 - June 2004
SunTrust Bank January 2000 - April 2001
Skills
Languages, Industrial Engineering, Banking, Mortgage Brokers, Logistics Management, Operations Management, Business
Education
University of Florida 1995 — 1999
Bachelor's degree, Industrial Engineering
University of Florida 1995 — 1999
Bachelor of Science (BS), Industrial Engineering
Lowell International Realty LLC. January 2012 - Present
George & Associates April 2006 - Present
BrookStreet Securities 2005 - 2006
Gibraltar Private Bank & Trust September 2003 - 2005
Wells Fargo 1999 - 2003
Merrill Lynch 1995 - 1999
Skills
PowerPoint, Mortgage Lending, Research, Banking, Investment Properties, Wealth Management, Loans, Short Sales, New Business Development, Due Diligence, Strategic Planning, Real Estate, Investments, Microsoft Office, Team Building, Financial Analysis, Social Media, Negotiation, Sales, Customer Service, Loan Origination, Marketing, REO, Sales Management, Business Planning, Portfolio Management, Management
Education
University of Florida 1985 — 1989
BS, Public Relations, Advertising, and Applied Communication
Gullivar Academy & Palmer 1972 — 1984
Advertising
Wells Fargo August 2012 - Present
Wells Fargo September 2009 - August 2012
Wells Fargo Community Banking June 2008 - August 2009
Skills
Credit, Banking, Credit Analysis, Loans, Commercial Banking, Portfolio Management, Relationship Management, Commercial Lending, Retail Banking, Cross Selling, Credit Risk, Investments, Financial Analysis, Financial Services, Financial Modeling, Underwriting
Education
University of Florida 2004 — 2008
Bachelor of Arts (B.A.), Finance, General
Wells Fargo October 2014 - Present
Wells Fargo October 2010 - October 2014
Merrill Lynch January 2006 - January 2010
Skills
Credit, Wealth Management, Sales, Loans, Customer Service, Investments, Management, Sales Management, Training, Coaching, Retirement Planning, Leadership, Finance, Banking, Team Building, Portfolio Management, Financial Planning, Financial Services, Microsoft Office, Relationship Management, Marketing
Education
University of Florida 2001 — 2005
Economics, Economics
Wells Fargo 2013 - Present
Skills
Accounting, Financial Reporting, Microsoft Excel, Auditing, Microsoft Office, Tax, Microsoft Word, Financial Accounting, PowerPoint, Accounts Payable, Budgets, Bookkeeping, Accounts Receivable, General Ledger, Income Tax, Payroll
Education
University of Florida 2012 — 2016
Williston High School 2008 — 2012
Diploma, Business, 3.92/4.00 (A)
GE Power & Water May 2015 - Present
Wells Fargo March 2014 - August 2014
361 Nightlife June 2013 - October 2013
Office of the State Attorney, 15th Judicial Curcuit May 2013 - August 2013
Dive Bar August 2011 - August 2013
MyLife Hearing May 2009 - August 2011
Skills
Marketing, Microsoft Office, Customer Service, Sales, Microsoft Excel, PowerPoint, Microsoft Word, Customer Satisfaction, Inventory Management, Time Management, Outlook, Leadership, Team Building, Teamwork, Team Leadership, Event Planning, Management, Retail, Account Management, Social Media, Social Networking, Budgets, Sales Management, Public Speaking
Education
University of Florida 2012 — 2016
Bachelor's degree, Finance and Financial Management Services
Jupiter High School 2008 — 2012
Business Administration and Management, General
Know Where Coffee June 2014 - Present
Wells Fargo October 2012 - June 2014
Bank of America Merrill Lynch October 2011 - October 2012
JPMorgan Chase March 2011 - October 2011
Merrill Lynch September 2009 - March 2011
Skills
Series 7, Variable Annuities, Investments, Finance, Financial Advisory, Banking, Loans, Business Lines, Credit, Investment Management, Private Banking, Mutual Funds, Retirement Planning, Asset Managment, Uniform Combined State..., series 66, Strategic Financial..., Equities, Financial Planning, Asset Management, Financial Analysis
Education
University of Florida - Warrington College Of Business 2007 — 2008
Master of Arts (M.A.), International Business, 3.65
University of Florida - Warrington College Of Business 2007 — 2008
Masters of Science, Management, 3.65
University of Florida 2003 — 2007
Bachelor's degree, Hospitality Administration/Management, 3.63
D Magazine February 2014 - Present
D Magazine August 2013 - December 2013
Wells Fargo May 2013 - August 2013
Gainesville Fashion Week October 2012 - August 2013
Rachelle Youd Designs May 2010 - August 2012
Girls' Place, Inc. January 2012 - May 2012
Skills
Event Planning, Event Management, Wedding Planning, Coordinating Special..., Program Development, Organization, Management, Fashion, Marketing, Strategic Communications, Customer Service, Advertising, Social Networking, Public Relations, Social Media, Social Media Marketing
Education
University of Florida 2009 — 2013
Bachelor of Science (B.S.), Meeting and Event Planning
St. John's University (Paris, France) 2011 — 2011
Duke Energy Corporation May 2014 - August 2014
University of Florida September 2013 - May 2014
Wells Fargo April 2013 - September 2013
Best Buy April 2012 - August 2013
American Campus Communities December 2011 - May 2012
Skills
Energy, Nuclear, Engineering, Teamwork, Microsoft Word
Education
University of Florida 2010 — 2014
Bachelor of Science (BS), Nuclear Engineering
Wells Fargo May 2014 - August 2014
Financial Aid Office June 2011 - May 2014
Black Male Developmental Initiative June 2011 - April 2014
Jamaican-American Student Association June 2011 - May 2012
Florida Invitational Step Show May 2011 - April 2012
Oral Medicine Clinic November 2010 - May 2011
Advent Family Practice May 2010 - August 2010
Skills
Community Outreach, Public Speaking, Event Planning, Public Relations, Marketing, Leadership, Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Time Management, Customer Service, Microsoft Word, Research, Fundraising, Social Networking, Facebook, Teamwork, Event Management, Editing, Management
Education
University of South Florida 2014 — 2015
Master's of Science, Medical Science
University of Florida 2010 — 2014
Bachelor's degree, Health Services/Allied Health/Health Sciences, General
Wells Fargo May 2009 - Present
Wachovia 2002 - 2009
First Union 1989 - 2001
Skills
Project Management,..., Personnel Management, Curriculum Design, Training Delivery, Needs Analysis, Performance Management, Blended Learning, Leadership Development, Talent Management, Learning Management, Training, Instructional Design, Coaching
Education
University of Florida 1984 — 1986
Communications/Journalism
Wells Fargo November 2014 - Present
Wells Fargo April 2013 - November 2014
Raymond James Financial Inc. May 2008 - April 2013
Skills
Wealth Management, Series 7, Series 63, Uniform Combined State..., Retirement Planning, Series 65, Investment Advisory, 401k, Series 215, Life, Heath, and..., Series 66, Corporate Retirement..., Retirement, Banking, Wealth Accumulation, Insurance, Strategic Financial..., Securities, Fixed Annuities, IRAs, Financial Modeling, Investments, Alternative Investments, Mutual Funds, Portfolio Management, Financial Services, Asset Allocation, Estate Planning, Finance, Commercial Lending, Small Business Lending, Small Business, Financial Analysis, Loans, Credit, Mortgage Lending, Equities, Financial Planning
Education
University of Florida 2007 — 2010
Bachelors of Science, Finance, Economics
ServiceCheck Inc January 2014 - Present
Paycom March 2012 - September 2013
AT&T Mobility May 2010 - March 2012
University of Florida August 2009 - May 2010
Wells Fargo May 2009 - July 2009
Skills
Account Management, Applicant Tracking..., SaaS, Sales, Training
Education
University of Florida 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Bank of America October 2013 - Present
First Command Financial Services May 2013 - August 2013
Wells Fargo October 2011 - August 2012
A Pea in the Pod April 2010 - September 2011
A Pea in the Pod July 2008 - April 2010
Store May 2008 - July 2008
Macy's July 2007 - April 2008
Skills
Sales, Networking, Sales Management, Great Motivator, Highly motivated..., Highly personable, Charismatic Leadership, Closers, Customer Service, Management, Leadership, Banking, Financial Analysis, Customer Retention, Time Management, Risk Management, Investments, Insurance, Microsoft Office, Customer Experience, Team Building, Retail Sales, Microsoft Word, Employee Training, Marketing, Finance, Team Management, Coaching, Social Networking, Data Entry, Negotiation, Business Development, Relationship Management, Social Media, Retail, Strategic Planning, Cashiering, Cold Calling, Loans
Education
University of Florida 2002 — 2007
Sociology
University of Florida 2002 — 2007
Sociology
Wells Fargo January 2011 - Present
IKEA Tampa January 2009 - December 2010
DKF Connects - Socially Conscious Marketing Services February 2003 - January 2009
Mayor's Beautification Program August 1999 - February 2002
Walker Design Group August 1998 - August 1999
Shopping center industry 1987 - 1998
Skills
Media Relations, Non-profits, Strategic Communications, Community Outreach, Marketing Communications, Sales, Public Relations, Workshop Facilitation, Nonprofits, Proposal Writing, Staff Development, Strategic Partnerships, Email Marketing, Strategy, Blogging, Corporate Social..., Entrepreneurship, Philanthropy, Public Speaking, Management, Team Building, Publicity, Online Marketing, Event Management, Advertising, Budgets, Leadership, Marketing Strategy, Strategic Planning, B2B Marketing, Marketing, Sponsorship, Fundraising, Copywriting, Leadership Development, Community Development, Social Networking, Copy Editing, Press Releases, Newsletters, Integrated Marketing, Crisis Communications, Journalism, Grant Writing, Social Media, Research, Volunteer Management, Internal Communications, Speech Writing, Corporate Communications
Education
University of South Florida 2002 — 2005
MPA, Public administration, nonprofit management
University of South Florida 2000 — 2001
Graduate Certificate, Nonprofit Management
University of Florida 1980 — 1984
Bachelor of Science, Public Relations
Wells Fargo June 2015 - Present
Wells Fargo April 2013 - Present
Wells Fargo Bank November 2011 - May 2013
Wells Fargo Bank February 2010 - November 2011
Wachovia Bank October 2004 - January 2010
Skills
Spanish speaker, Direct Sales, Job Coaching, Customer Satisfaction, Team Leadership, Problem Solving, Spanish, Management, Loans, Financial Analysis, Consumer Lending, Banking, Leadership, Commercial Banking, Small Business Lending, Training, Credit Analysis, Finance, Sales, Coaching, Financial Services, Investments, Mortgage Lending, Analysis, Lines Of Credit, Retail Banking
Education
University of Florida 2000 — 2004
Bachelor of Science in Business Administration, Management
Southern Wine & Spirits August 2013 - Present
Wells Fargo May 2013 - August 2013
University of Florida January 2012 - May 2013
Bank of America Merrill Lynch Wealth Management July 2012 - August 2012
Floridanomics May 2012 - July 2012
The Washington Economic Group May 2012 - July 2012
Student Finance Group October 2011 - December 2011
Student Finance Group August 2011 - October 2011
Skills
CRM, Management, Marketing, Entrepreneurship, Research, Economics, Portfolio Management, Capital Markets, Statistics, Social Media, Leadership, Fundraising, Social Networking, Public Relations, Teamwork, PowerPoint, Spanish, Financial Analysis, Microsoft Excel, Customer Service, Microsoft Office
Education
University of Florida 2009 — 2013
Bachelor of Business Administration, Economics
Coral Reef Senior High School 2005 — 2009
International Baccalaureate Diploma
G W Carver
Fallon Benefits Group June 2014 - Present
Wells Fargo May 2012 - June 2014
Gallagher Benefit Services, Atlanta October 2005 - June 2012
Taylor and Company 2003 - 2005
Skills
Series 7, Series 66, CEBS, REBC, Life and Health License, Health, Disability Insurance, Dental, Insurance, Group Benefits, Employee Benefits, Health Insurance, Benefits, New Business Development, Strategic Planning, Consultative Selling, Plan Design, 401k, Brokers, Wellness, Underwriting, Managed Care, Benefits Administration, Health Savings Accounts, Selling, Sales, Human Resources, Retirement Planning, HR Consulting
Education
University of Florida 1976 — 1981
BA, English
Jesuit High School Tampa
Christ Episcopal Church, Ponte Vedra Beach, FL Senior Relationship Manager, Business BankingWells FargoMay 2012 - June 2014
Wells Fargo May 2009 - May 2012
BB&T April 2005 - May 2006
SouthTrust Bank January 2004 - January 2005
SouthTrust Bank January 2002 - May 2003
SunTrust Bank June 1999 - July 2001
SunTrust Bank August 1998 - June 1999
SunTrust Bank February 1998 - August 1998
SunTrust Bank June 1997 - February 1998
Skills
Commercial Banking, Credit, Credit Analysis, Financial Analysis, Commercial Lending, Small Business Lending, Middle Market, Portfolio Management, Finance, Consumer Lending, Loans, Lines Of Credit, Loan Origination, Treasury Management
Education
University of Florida 1993 — 1997
Department of Housing and Residence Education at the University of Florida September 2012 - Present
Department of Housing and Residence Education September 2011 - September 2012
University of Florida - Department of Housing and Residence Education August 2010 - September 2011
University of Florida - Housing and Residence Education August 2010 - January 2011
Wells Fargo May 2009 - December 2009
Starbucks Coffee Company June 2003 - July 2008
Starbucks Coffee Company June 2003 - December 2007
Info Tech April 2000 - June 2003
Gillette April 1998 - April 2000
Skills
Customer Service, Personal Development, Leadership, Budget, PowerPoint, Microsoft Excel, Inventory Management
Education
University of Florida 1986 — 1995
Bachelor, Business Management
Wells Fargo 2015 - Present
Wells Fargo September 2012 - Present
Rogers Towers, P.A. 2004 - 2012
Skills
Trusts, Estate Planning
Education
University of Florida 1997 — 1999
Juris Doctor, Law
Wells Fargo September 2014 - Present
PwC December 2010 - September 2014
Hamic, Jones, Hamic, and Sturwold PA November 2006 - December 2010
Lockheed Martin May 2005 - November 2006
Skills
Accounting, Financial Reporting, Financial Analysis, Financial Accounting, IFRS, Financial Modeling, Business Process..., US GAAP, Due Diligence, International Tax, Tax Returns, Budgets, Risk Analysis
Education
University of South Florida 2007 — 2010
Master's Degree, Accounting, 3.6
University of Florida 2001 — 2005
Bachelor's Degree, Finance, General, 3.81
Wells Fargo October 2011 - Present
Bank of America May 2010 - October 2011
JC Penney January 2008 - January 2010
Skills
Banking, Investment Banking, Loans, Operating Budgets, Mortgage Lending, Loan Origination, Credit, Commercial Lending, Credit Analysis, Commercial Banking, Retail Banking, Cash Management, Cross Selling, Strategic Financial..., Relationship Management, Wealth Management
Education
University of Florida 2005 — 2008
Bachelor of Arts (BA), History
Wells Fargo February 2014 - Present
Sears Home Improvement Products February 2010 - February 2014
Foley & Lardner LLP January 2007 - September 2009
Foley & Lardner LLP August 2000 - January 2007
Foley & Lardner LLP September 1998 - August 2000
Skills
Cisco Call Manager, Cisco Technologies, Blackberry Enterprise..., UCCE, Contact Centers, Unity, Cisco VoIP, Telecommunications, VoIP, Software Installation, Telephony, Blackberry, Help Desk Support, Technical Support, Windows, Computer Hardware, Hardware, Troubleshooting
Education
University of Maryland University College 1995 — 1999
University of Florida 1990 — 1993
Target September 2015 - Present
Target May 2014 - September 2015
Target December 2012 - May 2014
Wells Fargo October 2010 - November 2012
Skills
Microsoft Office, Adobe Creative Suite, Typing, Social Media, Writing, Customer Service, Sales Management, Leadership, Management, Banking, Marketing, Training, Recruiting, Sales, Leadership Development, Time Management, Teamwork, Public Speaking, Inventory Management, Retail, Accounting, Team Building
Education
Nova Southeastern University 2012 — 2014
Master's degree, Accounting, 4.0
University of Florida 2006 — 2010
Bachelor's degree, Business Administration with a concentration in Marketing
Macy's November 2012 - Present
Wells Fargo August 2008 - November 2012
Charles Schwab 2008 - 2008
CompuMentor August 2001 - October 2007
Skills
Social Media Marketing, Research, Documentation, Front End Developers, Wordpress, drupal, CMS, Content Management, Drupal, Web Development, WordPress, E-commerce, HTML, Social Media, XHTML, PHP, HTML 5, CSS, Software Documentation, JavaScript, jQuery
Education
University of Florida 1993 — 1995
Masters of Arts
University of Miami 1989 — 1993
Bachelor of Arts
Fidelity Investments April 2012 - Present
EverBank June 2011 - 2012
MetLife April 2010 - June 2011
Wells Fargo April 2004 - December 2009
Merrill Lynch January 1998 - April 2004
Skills
Series 7, Strategic Financial..., Estate Planning, Series 66, Life, Health, and..., Wealth Management, Asset Managment, Retirement Planning, Financial Planning
Education
University of Florida 1985 — 1989
College of Arts & Sciences
Wells Fargo June 2010 - Present
Wachovia, A Wells Fargo Company August 2009 - June 2010
Education
Univeristy of Florida 2000 — 2002
Sociology
University of Florida 2000 — 2002
Sociology
Wells Fargo Securities June 2015 - Present
Bosshardt Realty Services, LLC January 2014 - June 2014
Butler Enterprise September 2013 - December 2013
DJL Realty Services September 2013 - December 2013
Tobin Properties, Inc. May 2013 - August 2013
Wells Fargo June 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Social Media, Research, Teamwork, Marketing, Data Analysis
Education
University of Florida 2014 — 2015
Master's Degree, Real Estate
University of Florida 2010 — 2014
Bachelor of Science (BS), Finance, General
Wells Fargo December 2014 - Present
Wells Fargo June 2014 - Present
Wells Fargo Bank July 2010 - Present
Wells Fargo Bank June 2009 - September 2010
Wachovia Securities June 2008 - June 2009
Wachovia June 2006 - June 2008
Skills
Portfolio Management, Banking, Investments, Credit, Financial Analysis, Real Estate, Asset Management, Mortgage Lending, Due Diligence
Education
University of North Carolina at Charlotte 2012 — 2014
Master of Science in Real Estate, Real Estate Development and Finance
University of Florida 2002 — 2006
Bachelor of Science in Business Administration, Finance, General, 3.9 GPA
University of Florida 2002 — 2006
Communication Studies, 4.0
Lochrie & Chakas, P.A. 2015 - Present
Thomson Reuters April 2013 - May 2015
Kerr Government Strategies January 2015 - April 2015
Office of Senator John C. Watkins January 2014 - April 2015
Children's Defense Clinic at University of Richmond School of Law January 2014 - December 2014
Fisher Clarke, PLLC May 2013 - August 2013
Ram Realty Services June 2012 - August 2012
Wells Fargo June 2010 - August 2010
White & Case May 2009 - August 2009
Cheeca Lodge & Spa June 2008 - August 2008
Skills
Communication, Customer Service, Leadership, Creative Problem Solving, Negotiation, Legal Research, Large Scale Events, Fundraising, Westlaw, Trials, Social Media, Research
Education
University of Richmond School of Law 2012 — 2015
Doctor of Law (J.D.)
University of Florida 2008 — 2012
Bachelor of Science (BS), Public Relations
BankUnited May 2014 - Present
Wells Fargo February 2013 - May 2014
City National Bank October 2010 - February 2013
AmTrust Bank March 2010 - October 2010
JPMorgan, Private Client Group May 2007 - December 2008
Skills
Commercial Lending, Commercial Banking, Loans, Financial Analysis, Credit Analysis, Real Estate, Mortgage Lending, Credit, Lines Of Credit, Commercial Mortgages, Small Business, Banking, Loan Origination, Small Business Lending, Consumer Lending
Education
University of Florida
Bachelor of Arts (B.A.), Sociology and languages
University of Florida
B.A., Sociology/ Languages
Gulf Coast Mortgage Of Naples Inc 2011 - Present
Wells Fargo 2003 - November 2010
Wells Fargo Home Mortgage 2003 - 2010
Skills
Residential Mortgages, Strategic Financial..., VA loans, Refinance, Investment Properties, Credit Analysis, Loan Origination, USDA, Mortgage Lending, Mortgage Banking, Customer Service, FHA, Investments, Portfolio Management, Short Sales, Credit, Commercial Lending, Banking, Reverse Mortgages, FHA financing, Construction Loans, Commercial Banking, Wealth Management, Investment Strategies, Foreclosures, Underwriting, Series 7, Real Estate, Consumer Lending
Education
University of Florida 1980 — 1984
BSBA, Finance
Brebeuf Prep School
Wells Fargo November 2006 - Present
Education
University of Florida 1975 — 1980
Bachelor of Science in Agriculture, Food Science
Element Funding April 2009 - Present
Wells Fargo December 2007 - April 2009
HomeBanc Mortgage Corporation March 2001 - August 2007
McAloon Mortgage Compnay November 1992 - March 2001
Skills
Residential Mortgages, FHA/VA Mortgages, Conforming & Jumbo..., Refinance, First Time Home Buyers, Investment Properties, Conforming, Purchase, Direct Lender, Mortgage Lending, Mortgage Banking, FHA financing, Loan Origination, Construction Loans, USDA, Reverse Mortgages, VA loans, Non-Conforming, Certified Mortgage..., FHA, Referrals, REO, Real Estate Financing, VA Loans, FHA Financing
Education
University of Florida 1988 — 1991
Bachelor of Science
Wells Fargo February 2013 - Present
Wells Fargo February 2010 - February 2013
Wachovia Bank January 2007 - February 2010
Wachovia Bank June 2005 - January 2007
Wachovia Bank May 2004 - August 2004
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Essbase, Financial Forecasting, Banking, Investments, Portfolio Management, Credit, Forecasting
Education
University of Florida 2009 — 2010
Master of Business Administration
University of Florida 2001 — 2005
B.S. Business Administration, Finance
Wells Fargo April 2011 - Present
Bob Jones University August 2006 - October 2010
Sigma Systems Inc. 2010 - 2010
Alcatel-Lucent September 1998 - August 2006
Nortel Networks February 1994 - August 1998
The Home Depot October 1992 - January 1994
Skills
C, Databases, Eclipse, Integration, Java, Linux, Management, Microsoft SQL Server, Object Oriented Design, Perl, SQL, Shell Scripting, Software Design, Software Development, Software Engineering, Solaris, System Architecture, TCP/IP, Telecommunications, Unix Shell Scripting, Unix, Visual Basic, VoIP, Windows, Wireless, XML, Agile Methodologies, C
Education
University of Florida 1983 — 1988
Bachelor of Science (BS), Electrical Engineering
Jessup's Appliances September 2015 - Present
hhgregg June 2014 - Present
Wells Fargo October 2013 - April 2014
hhgregg July 2011 - October 2013
hhgregg April 2011 - July 2011
hhgregg July 2009 - April 2011
CarMax July 1998 - August 2005
Skills
Store Management, Merchandising, Big Box, Loss Prevention, Multi-unit, Visual Merchandising, Retail, Inventory Management, Profit, Inventory Control, Income Statement, Multi-Unit Management, Purchase Management, Shrinkage, Store Operations, Planograms, New Store Openings
Education
University of Florida 1987 — 1992
Business, Management, Marketing, and Related Support Services
Wells Fargo January 2013 - Present
Wells Fargo July 2010 - December 2012
WELLS FARGO FINANCIAL June 2005 - July 2010
Skills
Loans, Loan Origination, Consumer Lending, Mortgage Lending, Banking, Long-term Customer..., Credit, Lines Of Credit, Cross Selling, Small Business Lending
Education
University of Florida 2001 — 2005
Oklahoma State University July 2015 - Present
Family Resource Center July 2014 - July 2015
Community College of Philadelphia Center for Male Engagement August 2014 - May 2015
Community College of Philadelphia Academic Student Success Initiatives August 2014 - May 2015
Wells Fargo April 2014 - July 2014
University of Florida Computing Help Desk April 2011 - July 2014
Education
University of Pennsylvania 2014 — 2015
Master of Science in Education (M.S.Ed.), Counseling and Mental Health Services
University of Florida 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Family, Youth, and Community Sciences
University of Florida 2010 — 2014
Bachelor of Arts (B.A.), Criminology
Dance Marathon at the University of Florida 2013 - Present
Threadpit, Inc. August 2010 - Present
Tau Kappa Epsilon Fraternity 2011 - 2013
Wells Fargo May 2011 - May 2012
Skills
Sales, Retail, Customer Service, Merchandising, Visual Merchandising, Account Management, Marketing, Cold Calling, Sales Management, Management, Microsoft Excel, Inventory Management, Social Media, Leadership, Microsoft Office
Education
University of Florida 2010 — 2014
Bachelor of Arts (B.A.), Political Science, History
Wells Fargo December 2011 - Present
Wells Fargo August 2010 - December 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
UNCC
Paralegal certificate
University of Florida
Bachelor of Arts (BA), Speech-Language Pathology/Pathologist
Wells Fargo June 2009 - Present
Wells Fargo Bank 2001 - Present
Skills
Banking, Consumer Lending, Credit, Credit Analysis, Credit Risk, Customer Service, Loans, Mortgage Banking, Mortgage Lending, Residential Mortgages, Risk Management, Underwriting
Education
University of Florida 1992 — 1996
The PNC Financial Services Group December 2012 - Present
Wells Fargo March 2004 - December 2012
Education
University of Florida
Wells Fargo August 2009 - October 2012
JP Morgan Chase April 2001 - January 2009
Covansys July 1995 - April 2001
Magellan Companies June 1994 - June 1995
Suwannee Valley Community Coordinated Child Care December 1991 - May 1994
Skills
Vendor Management, Test Planning, Project Plans, Workshop Facilitation, Proposal Writing, Statistics, Communications..., Issue Management, Project Accounting, Flow Charts, SDLC, Business Analysis, Business Requirements, Requirements Gathering, Requirements Analysis, PMP, Software Project..., Process Improvement, Visio, Project Management, Databases, Program Management, Leadership
Education
University of Florida 1987 — 1991
BS in Business Administration, Management
Terry Parker HS 1983 — 1986
Wells Fargo October 2013 - Present
Under Armour June 2013 - March 2014
American Income Life Insurance Company December 2012 - June 2013
Access USA Lawyer December 2008 - December 2012
Skills
Apparel, Fashion, New Store Openings, Cashiering, Customer Service, Sportswear, Styling, Finance, Teamwork, POS, Banking, Credit, Credit Analysis, Retail Banking, Insurance, Merchandising, Trend Analysis, Visual Merchandising, Analysis, Management, Nonprofits, Public Speaking
Education
University of Florida - Warrington College of Business Administration 2015 — 2017
Master of Business Administration (MBA), International/Global Studies
University of Florida 2004 — 2008
Bachelor of Arts (B.A.), Economics
McGladrey July 2015 - Present
Southern Tide May 2013 - June 2015
Omicron Delta Kappa Leadership Honor Society October 2013 - May 2015
Amazon May 2014 - August 2014
Alpha Epsilon Chapter of Pi Kappa Phi September 2012 - November 2013
Swamp Party June 2013 - October 2013
Gator Growl & Homecoming April 2013 - October 2013
University of Florida September 2012 - October 2013
Wells Fargo May 2012 - June 2013
University of Florida Entrepreneurship Club May 2012 - January 2013
Skills
Entrepreneurship, Public Speaking, Time Management, Small Business, Leadership, Event Management, People Skills, Microsoft Office, New Business Development, Event Planning, Video Production, Video Editing, Final Cut Pro, Photoshop, Executive Management, Management, Creative Writing, Photography, Public Relations, Strategic Planning, Product Management, Microsoft Excel, Financial Analysis, Business Management, Persuasion Skills, Management Consulting, Product Design, Consumer Behavior, Visual Basic, Social Media, PowerPoint
Education
University of Florida 2011 — 2015
Bachelor of Science (B.S.), Business Administration, Finance
Wells Fargo January 2013 - Present
SunTrust Bank February 2002 - October 2012
Bank of America 1986 - 2002
Peirsol Boroughs 1984 - 1987
Miller and Rainey 1982 - 1984
Skills
Wealth Management, Banking, Wealth Management..., Credit, Portfolio Management, Series 7, Private Banking, Estate Planning, Investments, Strategic Financial..., Consumer Lending, Financial Services, Investment Advisory, Small Business Lending, Mortgage Lending, Securities, High Net Worth..., Trusts, Retirement Planning, Mutual Funds, Asset Managment, Financial Advisory, Credit Analysis, Series 63, Investment Strategies, Investment Management, Mergers & Acquisitions, Asset Allocation, FINRA, Private Equity, Alternative Investments, Financial Structuring, Asset Management, Series 24, Wealth, Relationship Management
Education
University of Florida - Fredric G. Levin College of Law 1981 — 1982
Master of Laws (LL.M.) Taxation
University of Florida - Fredric G. Levin College of Law 1978 — 1981
Doctor of Law (J.D.)
University of Florida 1975 — 1978
BA, English
University of Florida January 2015 - Present
Stephen C. O'Connell Center August 2013 - October 2014
Wells Fargo May 2014 - August 2014
Emerson Alumni Hall August 2012 - December 2012
Skills
Teamwork, PowerPoint, Event Planning, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Social Networking, Customer Service, Social Media, English, Facebook, Spanish, People-oriented, Dedicated Professional, Loyal, Organizational..., Organized Multi-tasker, Strategic Planning, Microsoft Exchange, Microsoft Publisher, Team Leadership, Task-oriented, Work Well Independently, Hardwork, Critical Thinking, Presentations, Highly skilled..., Commitment to Customer..., Team Management, Dependable Team Player, Community Outreach, Bilingual-English/Spanis..., Highly detail oriented, Exceeding Expectations, Work Ethic, Integrity, Respect, Unity, Friendly Personality, Access, Outlook, Data Entry, Time Management, Leadership, Event Management, Marketing, Strategy, Close Attention to..., Administrative...
Education
University of Florida 2011 — 2015
Bachelor of Science (BS), Recreation, Parks and Tourism, 3.19
Miami Senior High School 2007 — 2011
BB&T August 2015 - Present
Wells Fargo December 2013 - August 2015
SunTrust Bank May 2011 - December 2013
BB&T May 2000 - May 2011
Skills
Loans, Small Business Lending, Commercial Banking, Commercial Lending, Credit
Education
University of Florida 1993 — 1997
Wells Fargo September 2015 - Present
Air National Guard June 2014 - Present
Essex Richards, P.A. June 2014 - September 2015
United States Air Force May 2010 - June 2014
United States Attorney's Office October 2012 - May 2014
LexisNexis August 2008 - May 2010
United States Air Force August 2000 - July 2003
Skills
Legal Research, Litigation, Legal Writing, Criminal Law, Trials, Administrative Law, Legal Issues, Contract Negotiation, Government, Project Management, Employment Law, Contract Review, Banking Law, Regulatory Compliance, Legal Compliance, Banking, Federal Regulations, Dodd-Frank, Securities Regulation, Financial Reporting
Education
University of North Carolina at Chapel Hill 2007 — 2010
Juris Doctor (J.D.), Law
University of Florida 2003 — 2007
Bachelor of Science (B.S.), Business Administration
Wells Fargo December 2014 - Present
US Army May 2013 - Present
Coach Sarge Cine November 2014 - November 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Photoshop, Social Media, Public Speaking, English
Education
US Army School of Engineering
Advertising, General Engineering
University of Florida 2009 — 2013
Bachelor of Science (BS), Advertising
Star Light Management, LLC. January 2011 - Present
Navigant July 2014 - June 2015
Black Entertainment Television October 2012 - June 2014
Navigant December 2011 - January 2013
Wells Fargo December 2010 - June 2011
Array Title & Escrow, LLC May 2009 - March 2010
BET Networks May 2008 - December 2008
Council of the District of Columbia September 2007 - December 2007
Becker & Poliakoff, P.A. July 2006 - July 2007
University of Florida July 2005 - April 2006
Skills
Intellectual Property, Copyright Law, Real Estate, Legal Research, Legal Writing, Litigation, Westlaw, Mediation, Civil Litigation, Courts, Entertainment Law, Family Law, Public Policy, Commercial Litigation, Contract Negotiation, Trials, Licensing, Criminal Law
Education
University of the District of Columbia - The David A. Clarke School of Law 2007 — 2010
Juris Doctor
University of Florida 2000 — 2006
Bachelor of Arts
NYLIFE Securities LLC June 2015 - Present
New York Life Insurance Company June 2014 - Present
Bank of America July 2011 - June 2014
Wells Fargo April 2010 - July 2011
FedEx Express March 2008 - March 2010
Aflac October 2006 - April 2009
FedEx Express September 1993 - August 2006
Island Developers Ltd. May 1991 - September 1993
US Navy January 1988 - March 1991
Skills
Sales, Insurance, Credit, Loans, Banking, Licensed Life and...
Education
University of Florida 1997 — 2003
Bachelor of Applied Science (B.A.Sc.), Entomology and Nematology
Santa Fe State College 1995 — 1997
Associate of Arts (A.A.), Pre-Medicine/Pre-Medical Studies
Florida Atlantic University August 2013 - Present
Wells Fargo October 2010 - August 2013
Skills
Analysis, Banking, Credit, Data Analysis, Research, Retail Banking, Statistics
Education
University of Florida 2001 — 2003
Bachelors of Science, Marketing major, Economics minor
Wells Fargo October 2013 - Present
Walgreens July 2011 - October 2013
Skills
Customer Service, Financial Services, QuickBooks, Microsoft Excel, Microsoft Word
Education
University of Florida 2013 — 2016
Bachelor's Degree, Business/Managerial Economics, Jr.
Southern Scholarship Foundation August 2014 - Present
Comcast May 2015 - August 2015
Wells Fargo September 2013 - March 2015
Agua Yaku May 2013 - August 2013
University of Florida January 2012 - August 2013
Skills
Finance, International Business, Microsoft Office, Microsoft Excel, Public Speaking, Bilingual Communications, Translation, Management, Sales, Sales Management, Conflict Resolution, Project Planning, Interpersonal Skills, Interpersonal..., Team Leadership
Education
University of Florida 2014 — 2016
Master of International Business
University of Florida 2011 — 2015
Bachelor of Science in Business Administration
Wells Fargo May 2015 - Present
Wells Fargo February 2015 - Present
Wells Fargo December 2013 - January 2015
Atlanta Falcons May 2013 - December 2013
UAA Florida Football January 2011 - January 2013
Family Dentistry June 2005 - January 2011
Monarch High School August 2004 - May 2007
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Equipment Management, Sports Management, Dentrix, Quicken, Public Speaking, Social Media, Team Building, Coaching, SVT, Sales, Customer Service, Teamwork, Time Management, Microsoft Office
Education
University of Florida 2011 — 2013
Masters, Business Management, 3.58
University of Florida 2011 — 2012
Masters, Sport Management, 3.58
University of Florida 2007 — 2011
Bachelors of Science, Sport Management, 3.1
Wells Fargo October 2010 - June 2014
Wells Fargo January 2001 - September 2010
Skills
Account Analysis, Financial Analysis, Banking, Treasury Management, Management, Leadership, Research, Training, Data Analysis, User Acceptance Testing, production implemenation, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Access, PowerPoint, Photoshop, Sales, Project Management, Process Improvement
Education
University of Florida
Bachelor of Science (B.S.), Advertising/Marketing
Clever Fox Software July 2009 - Present
Wells Fargo June 2015 - August 2015
Insurance Office of America August 2013 - June 2014
H&R Block December 2012 - April 2014
Sears Home Improvement Products August 2010 - November 2012
USA Direct Marketing / Innovative Telecom Solutions October 2007 - April 2010
Conference House September 2005 - June 2007
Skills
Marketing, Customer Service, Management, Call Centers, Sales, Training, Leadership, Account Management, Budgets, Customer Satisfaction, Forecasting, Telecommunications, Team Building, Team Leadership, Strategic Planning
Education
University of Florida 2014 — 2016
Master of Business Administration (MBA)
National University of Kyiv-Mohyla Academy 2002 — 2007
BA
Summit105Group April 2014 - Present
KBM Group May 2011 - July 2013
Merrill Corporation 2009 - May 2011
Kenneth A. Lambert Marketing and Strategic Planning LLC September 2007 - March 2009
Harte-Hanks Direct Marketing 1995 - 2007
Harte-Hanks 1989 - 2007
Harte-Hanks 1985 - 2007
Wells Fargo 1983 - 1989
Skills
Sales Management, Integrated Marketing, Analytics, Management, Salesforce.com, Talent Acquisition, Multi-channel Marketing, Direct Marketing, Strategic Planning, Database Marketing, Marketing, B2B, Lead Generation, Leadership, Marketing Strategy, Digital Marketing, Strategic Partnerships, CRM, Email Marketing, Financial Services, Product Marketing, New Business Development, Marketing Communications, Strategy, Outsourcing, Advertising, Segmentation, Mobile Marketing, Interactive Marketing, Online Marketing, Customer Acquisition, Digital Strategy, E-commerce, Relationship Marketing, Direct Mail, Online Advertising, Marketing Management, B2B Marketing, SEM, Account Management, Marketing Research, Customer Retention, Social Media Marketing, Competitive Analysis, Product Management, Digital Media, Marketing Automation, Campaign Management, Customer Insight
Education
University of Florida 1979 — 1983
Advent Software March 2014 - Present
Wells Fargo April 2012 - March 2014
J.P. Morgan October 2009 - April 2012
Education
University of Florida 2003 — 2007
Bachelor of Business Administration (BBA), Economics
PHH Mortgage February 2015 - Present
Total Quality Logistics December 2013 - February 2015
PHH Mortgage 2013 - 2013
Wells Fargo January 2012 - December 2012
Skills
Customer Service, Financial Services, Sales, Residential Mortgages, Logistics, Leadership, Negotiation, Budget Monitoring, Loans, Event Planning, Public Speaking, Microsoft Excel, Microsoft Office, Microsoft Word
Education
University of Florida 2007 — 2011
Bachelor's Degree, Finance, General, 3.50 GPA
The HCI Group October 2014 - Present
The HCI Group May 2014 - September 2014
The HCI Group November 2013 - May 2014
Wells Fargo Bank June 2009 - November 2013
Wells Fargo February 2008 - May 2009
Wachovia Bank September 2006 - January 2008
Office of the Public Defender, 4th Judicial Circuit, Florida August 2003 - August 2006
Skills
Cerner, Consumer Lending, ClinDoc, Ambulatory, Credit, Epic Systems, Sales, Informatics, Banking, Mortgage Lending, Loans, Small Business Lending, Healthcare, Specialty Coffee, Java, OpTime, Documentation, EHR, Hair Extensions, Retail Banking, Healthcare Information..., Hospitals, Muffins, Milk, Food & Drink, Fraps, Software Documentation, Carbohydrate Chemistry, Pastry, Beverage Development, Inpatient, EMR, Healthcare Consulting, HIPAA
Education
University of Florida 1999 — 2002
Bachelor's Degree, Business Administration, Management and Operations
Bishop Kenny High School 1994 — 1998
High School Diploma
Career Resource Center April 2014 - Present
Grooveshark January 2015 - April 2015
University Commons May 2014 - August 2014
Pi Lambda Phi Fraternity November 2013 - May 2014
Wells Fargo May 2013 - August 2013
Sprint January 2010 - August 2010
Skills
Leadership, Sales, Salesforce.com, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Social Networking, Marketing, Social Media, Team Leadership, Management, Direct Sales, Facebook, Event Planning, Customer Satisfaction
Education
University of Florida 2011 — 2015
Anthropology
Ford Motor Credit Company January 2015 - Present
Ford Motor Credit Company July 2014 - Present
Ford Motor Credit Company July 2014 - December 2014
Merchants and Southern Bank December 2013 - April 2014
Wells Fargo May 2013 - August 2013
Skills
Interpersonal Skill, Microsoft Office, Microsoft Excel, Data Analysis, Teamwork, Access, Financial Analysis, Banking, Finance, Critical Thinking, PowerPoint, Research, Spreadsheets, Public Speaking, Microsoft Word, Customer Service, Leadership, Time Management, Credit
Education
University of Florida 2010 — 2014
Finance
Wells Fargo October 2012 - Present
BNY Mellon Wealth Management May 1997 - October 2012
Blank Rome LLP August 1996 - April 1997
K&L Gates January 1987 - July 1996
Skills
Trusts, Wealth Management, Estate Planning, Fiduciary, Wealth Management..., High Net Worth..., Wealth, Financial Planning
Education
University of Florida 1985 — 1987
Doctor of Law (JD), Law
University of Michigan 1979 — 1982
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics
Target August 2012 - Present
Target April 2011 - August 2012
The Ritz-Carlton Hotel Company L.L.C. February 2010 - February 2011
Wells Fargo September 2009 - February 2010
Mildred's, New Deal Cafe, and Ti Amo Resturants May 2006 - September 2009
XX Winter Olympic Games April 2005 - April 2006
Skills
Leadership, Employee Relations, Retail, Inventory Management, Recruiting, Food & Beverage
Education
University of Florida 2000 — 2005
Bachelor's degree, Sociology
University of Florida
Bachelors of science, Sociology
Berkadia July 2014 - Present
Meridian Capital Group April 2013 - June 2014
J.P. Morgan August 2011 - February 2013
Wells Fargo August 2009 - August 2011
Wachovia June 2007 - July 2009
Skills
Loans, Commercial Real Estate, Real Estate, Commercial Mortgages, Portfolio Management, Asset Management, Real Estate Transactions, Finance, Credit Analysis, Commercial Lending, Mortgage Lending, Real Estate Economics, Underwriting, Loan Origination, Credit, Investment Properties, Due Diligence, Financial Analysis, Financial Modeling, Banking, Capital Markets, Investments, Equities, Real Estate Financing, Valuation, Funding, Property, Real Estate Development, Refinance, CMBS, Construction Loans, Financial Structuring, Securitization, Brokerage, Disposition, Mezzanine, Private Equity
Education
University of Florida
B.S., Finance
Wells Fargo March 2011 - Present
Skills
Banking, Customer Service, Credit, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Financial Analysis, Outlook, Credit Analysis
Education
University of Florida 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business
First Citizens Bank March 2015 - Present
IBM Lender Business Process Services, Inc. September 2013 - March 2015
Wells Fargo May 2009 - May 2010
Primary Residential Mortgage 2004 - 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Negotiation, Sales, Management, SQL, Inventory Management, Sales Management, Data Entry, New Business Development
Education
University of Florida 1989 — 1993
Business Administration and Management, General
Everyday Health July 2012 - Present
Everyday Health May 2010 - June 2012
Everyday Health September 2008 - April 2010
HBK Capital Management April 2007 - August 2008
Platform Learning March 2005 - April 2007
MPI Professionals October 2004 - March 2005
Wells Fargo March 2004 - August 2004
UPS Supply Chain Solutions March 2002 - March 2004
InfoRespond April 2000 - March 2002
InfoRespond December 1998 - March 2000
Skills
Data Warehousing, Data Management, Microsoft SQL Server, ETL, SSIS 2008, SSAS 2008, SQL, SQL Tuning, Omniture warehousing, DoubleClick warehousing, Clickstream warehousing, OLAP, Cognos, Data Analysis, Data Visualization, Project Management, Information Architecture, Data Warehouse..., Data Integration, PowerPivot, QlikView, SSRS, VB.NET, HTML, CSS, SSIS, Business Intelligence, Databases, Dimensional Modeling
Education
University of Pennsylvania
BS, Chemical Engineering
University of Florida
MS, Chemical Engineering
Wells Fargo Securities February 2013 - Present
Wells Fargo March 2010 - February 2013
Allen C. Ewing & Co. January 2007 - March 2010
Merrill Lynch May 2006 - September 2006
Skills
Financial Modeling, Fixed Income Analysis, Healthcare Industry, Investment Banking, Bank Mergers, Corporate Finance, Valuation, Capital Markets, Bloomberg
Education
University of Florida 2003 — 2007
BS, Economics
Wells Fargo January 2011 - Present
Wells Fargo September 2009 - January 2011
Sonic Automotive March 2009 - September 2009
Wachovia, A Wells Fargo Company February 2008 - March 2009
Wachovia, A Wells Fargo Company June 2006 - February 2008
Skills
Accounting, Financial Analysis, Financial Modeling, Banking, Finance, Financial Reporting, Financial Accounting
Education
Queens University of Charlotte 2010 — 2013
Master of Business Administration (MBA)
University of Florida 2003 — 2006
BSBA, Finance
Wells Fargo July 2015 - Present
Wells Fargo January 2014 - June 2015
Wells Fargo July 2011 - January 2014
Wachovia, A Wells Fargo Company September 2006 - July 2011
Skills
Credit, Small Business Lending, Consumer Lending, Investments, Retirement Planning, Strategic Financial..., Series 63, Relationship Management, Private Banking, Series 6, Retirement, Series 7
Education
University of Florida 2002 — 2006
Wells Fargo May 2010 - Present
Mercantile Bank August 2008 - May 2010
Citibank January 2007 - June 2008
LaSalle Bank February 2005 - January 2007
HSBC Bank May 2001 - May 2004
Barclays Bank December 1992 - May 2001
Barclays Capital 1998 - 2001
Education
University of Miami - School of Business 1990 — 1992
MBA, Finance and International Business
University of Florida 1986 — 1990
BS, Finance and International Business
Gulliver Preparatory
Wachovia Mortgage Corporation Mortgage ConsultantWells Fargo1988 - Present
Wells Fargo 1988 - Present
Wachovia, A Wells Fargo Company 1988 - Present
Education
University of Florida 1984 — 1986
Wells Fargo July 2013 - Present
BMO Harris Bank April 2010 - June 2013
American Momentum Bank 2006 - 2010
Bank of America January 1998 - October 2006
Barnett Bank of Pinellas County January 1991 - January 1998
First Florida Bank 1986 - 1991
Skills
Credit, Commercial Banking, Cash Flow, Commercial Lending, Finance, Commercial Mortgages, Financial Services, Banking, Credit Analysis, Loans, Portfolio Management, Small Business Lending, Underwriting, Treasury Management, Risk Management, Cash Management, Loan Origination, Financial Analysis
Education
University of Florida 1981 — 1985
BS, Finance
Ed White HS 1979 — 1981
Wells Fargo November 2005 - January 2008
Education
University of Florida 1999 — 2002
JPMorgan Chase & Co. September 2014 - Present
Robert Half Management Resources August 2013 - September 2014
PriceKubecka, PLLC March 2013 - August 2013
Bay Cities Bank October 2012 - December 2012
Citi July 2011 - September 2012
Wells Fargo January 2010 - July 2011
Wells Fargo August 2008 - January 2010
CIT August 1998 - August 2008
Skills
Anti-Money Laundering..., Due Diligence, Data Research, Investigations & Case..., Bank Secrecy Act, Solid Communication..., Strategic & Tactical..., Risk Management &..., Suspicious Claims..., Audit Expertise, Relationship Building, Case Analysis, Complex Case Protocol, Time Management, AML
Education
Utica College 2003 — 2011
Masters of Science, Economic Crime Management
University of Florida 1992 — 1996
BA, Russian Studies - Business Administration
Wells Fargo January 2009 - Present
Wachovia June 2004 - December 2008
Education
University of Florida 2000 — 2004
Wells Fargo 2005 - Present
SunTrust Bank 2002 - 2005
Education
University of Florida 2002 — 2004
MBA
The Johns Hopkins University 1993 — 1997
Bachelor's degree, International Relations
Numberscribe March 2013 - Present
Grandpoint Bank July 2010 - March 2013
Wells Fargo May 2008 - June 2010
Wells Fargo May 2003 - May 2008
Skills
Strategic Planning, Business Strategy, Marketing Strategy, Financial Modeling, Financial Analysis, Financial Planning, Budgeting, Working Capital..., Python, SQL, Excel, Start-ups, Training & Development, Company Acquisitions, Investment Banking, Private Equity, Corporate Finance, Commercial Banking, Board Presentations, Sales Presentations, Business Planning, Strategic Financial..., Banking
Education
University of Florida - Warrington College Of Business 2005 — 2007
MBA
University of Florida 1999 — 2003
BSBA, Economics
Wells Fargo February 2014 - Present
CRPC January 2008 - Present
Volt Technical Resources (contracted to Microsoft Corp) October 2008 - February 2011
Volt January 2007 - January 2008
Microsoft Corp January 1997 - December 2004
Microsoft Corp August 1991 - December 1996
U.S. Navy June 1980 - January 1991
Skills
Technical Support, .NET, Access, Selling, Web Development, SharePoint, Public Speaking, Technical Recruiting, Account Management, Windows, Sales Management, Marketing Strategy, Microsoft SQL Server, Negotiation, Customer Service, Strategic Planning
Education
University of Florida 1974 — 1980
BS, Computer Science - Sch of Engineering
Wells Fargo Advisors, LLC April 2014 - Present
Wells Fargo April 2009 - April 2014
Wachovia June 2006 - March 2009
Wachovia Bank April 2005 - August 2005
Skills
Relationship Management, Finance, Investments, Customer Service, Customer Satisfaction, Retirement Planning, College Education..., Wealth Planning, Portfolio Construction, Insurance, Financial Services, Risk Management
Education
University of Florida 2001 — 2005
Bachelor, Finance
Costa Rican Language Academy 2005 — 2006
Spanish
Wells Fargo March 2006 - Present
Education
University of Florida 1990 — 1994
B.S.B.A, Economics
Wells Fargo September 2010 - Present
Wells Fargo September 2007 - September 2010
Accredited Home Lenders January 2006 - August 2007
Accredited Home Lenders 2002 - 2007
Accredited Home Lenders December 2004 - December 2005
Accredited Home Lenders June 2002 - June 2003
campus usa credit union July 2001 - June 2002
Education
University of Florida
Bachelors
Wells Fargo January 2014 - Present
Wells Fargo June 2011 - Present
Wells Fargo January 2009 - June 2011
Wachovia May 2007 - January 2009
Wachovia January 2004 - May 2007
Skills
Solaris, Security, Information Security, System Administration, CISSP, Disaster Recovery, Operating Systems, Perl, Cluster, Storage Area Networks, SAN, Security Engineering, Software Engineering, BoKS, VAS, Bash, Computer Security, Linux, High Availability, AIX, HP-UX, Server Architecture, Vendor Management, Information Security..., Servers, IBM AIX
Education
University of Florida 2014 — 2017
Master's Degree, Industrial Engineering
University of Florida 2014 — 2017
Master of Business Administration (M.B.A.), Engineering Management
University of South Florida 1994 — 1996
BSCS, Computer Science
University of Florida 1991 — 1993
AA, General Education
Wells Fargo 2014 - Present
Citizens Financial Group April 2011 - October 2013
IBM January 1996 - June 2010
Early Cloud and Company 1992 - 1995
LOGICA NORTH AMERICA, LTD 1989 - 1992
COMPUTER DATA SYSTEMS INC 1987 - 1989
Skills
SOA, Enterprise Architecture, SQL, Software Documentation, Integration, SDLC, Team Leadership, Requirements Analysis, AIX, Business Analysis, Software Development, Agile Methodologies, Unix, Testing, Websphere
Education
University of Florida 1983 — 1987
Bachelor of Science, Computer Information Science
Wells Fargo July 2015 - Present
Wells Fargo October 2009 - July 2015
Allen C. Ewing & Co. June 2000 - February 2009
Bombardier Capital 1998 - 2000
Florida Rock Industries 1997 - 1998
Skills
Financial Modeling, Commercial Banking, Business Analysis, Corporate Finance, Analysis, Forecasting, Business Planning, Decision Support, Valuation, Competitive Analysis, New Business Development, Mergers, Due Diligence, Financial Analysis, Strategy, Mergers & Acquisitions, Sales, Research, Negotiation, Management, Accounting, Finance, Investments, Leadership, Portfolio Management, Start-ups
Education
University of North Florida - College of Business Administration 1995 — 1997
MBA, Finance
University of Florida 1990 — 1993
Bachelors of Science, Mechanical Engineering
Wolfson High School
Wells Fargo January 2013 - Present
Miraas Aerial February 2013 - Present
Brownstein Hyatt Farber Schreck January 2006 - April 2012
Becker Stowe & Beiber LLC October 2001 - December 2005
Skills
Municipal Law, Securities, Tax Law, Contract Negotiation, Local Government, Due Diligence, Elections, Government Contracting, Contract Review, Contract Drafting, Government Relations, Leases, Deal Structuring, Deal Closing, Document Drafting, Legal Research, Legal Writing, Securities Offerings, Debt Restructuring, Debt Structuring, Debt Offerings, Real Estate
Education
University of Florida - Fredric G. Levin College of Law 2000 — 2001
Master of Laws (LLM), Taxation
University of Wyoming College of Law 1997 — 2000
JD, Law
University of Florida 1987 — 1992
BS, Recreation
Wells Fargo December 2014 - Present
Bridgeview Bank Mortgage February 2014 - October 2014
Providential Bancorp May 2013 - February 2014
Fidelity Funding Mortgage Corp. 1996 - 2006
Skills
Residential Mortgages, FHA, Loans, Refinance, Mortgage Banking, Mortgage Lending, VA loans, Loan Origination, Construction Loans, USDA, Certified Mortgage..., FHA financing, Reverse Mortgages, Government Loans, First Time Home Buyers, 203K, Home Equity Loans, Non-Conforming, Home Equity Lines of..., HUD, Credit, VA Loans, FHA Financing, Investment Properties, Mortgage Underwriting, HomePath, Interest Rates
Education
University of Florida 1974 — 1977
Univerity of Florida 1973 — 1976
Wells Fargo July 2010 - Present
Wachovia, A Wells Fargo Company July 2006 - July 2010
Skills
Certified Financial..., Portfolio Management, Investments, Wealth Management, Financial Analysis, Retirement Planning, Financial Services, Financial Planning, Sales, Mutual Funds, Asset Allocation, Finance, Securities, Risk Management, Retirement
Education
University of Florida - Warrington College Of Business 2005 — 2006
Masters of Arts, International Business
University of Florida 2001 — 2005
Bachelors, Finance
Wells Fargo January 2013 - Present
Wells Fargo September 2011 - January 2013
Wells Fargo May 2007 - September 2011
Wells Fargo 2005 - May 2007
Skills
Banking, Commercial Banking, Portfolio Management, Loans, Financial Services, Credit, Finance, Credit Analysis, Management, Sales, Commercial Lending, Financial Analysis, Leadership, Risk Management, Relationship Management, Cash Management
Education
University of Florida 1997 — 2000
Bachelor of Arts, Economics
University of Florida 1997 — 2000
Bachelor of Arts, History
The Oakleaf Group May 2014 - Present
Govolution October 2012 - April 2014
HSBC Securities July 2010 - November 2012
SunTrust Bank February 2010 - July 2010
Wells Fargo January 2006 - February 2010
Skills
Derivatives, Fixed Income, FX Options, Credit Derivatives, Capital Markets, Back Office, Trading Systems, Business Analysis, Investment Banking, Requirements Gathering, Middle Office, Interest Rate..., Swaps, Calypso, Sybase, Market Data, Equity Derivatives, Equities, User Acceptance Testing
Education
University of Florida 2001 — 2003
M.S, Materials Science
Wells Fargo
Skills
Wealth Management, Portfolio Management, Asset Allocation, Asset Managment, Investments, Wealth Management..., Asset Management, Banking, Mutual Funds, Investment Strategies, Retirement Planning, Investment Management, Alternative Investments, Fixed Income, Equities, Investment Advisory, Securities
Education
University of Florida 1978 — 1981
Bachelor's, Business
Wells Fargo February 2011 - Present
Bank of America February 2000 - February 2011
Skills
Relationship Management, Credit Risk, Loan Origination, Financial Analysis, Underwriting, Mortgage Banking, Cash Management, Financial Risk, Credit Cards, Finance, Treasury Management
Education
Stetson University 1983 — 1987
BBA, Marketing
University of Florida
Wells Fargo September 2014 - Present
Compliance Concepts, Inc March 2012 - Present
Wells Fargo March 2011 - March 2012
Atlantic Real Estate October 2008 - July 2010
Assured Security February 2005 - June 2008
Schackow February 2000 - September 2002
Skills
Microsoft Office, Research, Requirements Gathering, Business Analysis, Access, Excel, Data Analysis, Outlook, Analysis, Customer Relations, Business Process, Word, Problem Solving, Customer Service, Microsoft Excel, Accounts Payable, Budgets, SharePoint, Management, Microsoft Word
Education
University of Florida
BA, History 2002
Wells Fargo May 2015 - Present
Enterprise Rent-A-Car November 2013 - October 2014
I.M.G./Strong Arm Productions June 2013 - December 2013
4th Quarter Sports Group, Inc. December 2011 - December 2013
Miami Dolphins & Sun Life Stadium May 2012 - October 2012
University of Florida October 2009 - August 2012
Skills
NFLPA Certified..., Contract Negotiation, Collegiate Pro-Day..., NFL Draft Prepertation, NFL Draft Analysis, NFL Free Agent Analysis, NFL Marketng, NFL Endorsements, Coaching, Marketing, Event Management, Customer Service, Marketing Strategy, Sales, Social Media Marketing, Microsoft Excel, Microsoft Word, Sports Management, Leadership, Nonprofits, Football, Athletics, Advertising
Education
University of Florida 2010 — 2011
Master of Science (M.S.), Sport Management
University of Florida 2006 — 2010
Bachelor of Science (B.S.), Sport Management
Miami Carol City Sr. High 2002 — 2006
High School Diploma, Academics/Sports, 9-12
Halyard Health June 2015 - Present
Aptean October 2014 - June 2015
State Farm December 2013 - October 2014
Savannah College of Art and Design February 2013 - November 2013
Wells Fargo September 2011 - September 2012
University of Florida August 2008 - August 2011
Florida High School Athletic Association January 2011 - April 2011
Skills
Microsoft Office, Sales, Property & Casualty..., Life Insurance, Customer Service, Software Documentation, Student Loans, Loan Origination, Loan Servicing, Loan Modifications, Oracle
Education
University of Florida 2008 — 2011
Bachelor of Science (B.S.)
Capital Bank (Capital Bank Financial Corp.) March 2014 - Present
LSH, Inc November 2011 - March 2014
Wells Fargo March 2012 - October 2013
Mercantil Commercebank N.A. March 2005 - December 2011
Mercantil Commercebank N.A. November 2002 - March 2005
LSH, Inc January 2002 - November 2002
Union Planters Bank July 1999 - January 2002
Republic National Bank of Miami March 1992 - July 1999
Skills
loan structuring, loan workout, lending mentor, Commercial Lending, Commercial Banking, Loans, Credit, Banking, Credit Administration, Financial Risk, Credit Analysis, Risk Management, Real Estate, Portfolio Management, Retail Banking, Financial Structuring, Small Business Lending, Valuation, Credit Management, Finance, Capital Markets, Asset Based Lending, Private Banking, Treasury Management, Financial Analysis, Strategy, Business Planning, Loan Origination, Consumer Lending, Credit Risk
Education
University of Florida 1974 — 1975
M.B.A., Finance
University of Florida 1972 — 1974
B.S. Business Administration, Finance
Wells Fargo April 2012 - Present
Wells Fargo April 2012 - Present
Jennings Group Development August 2010 - July 2012
Gainesville Job Corps Center November 2008 - July 2010
Reichert House Youth Academy February 2006 - November 2008
The Gainesville Sun October 2002 - October 2005
Education
University of Florida 1997 — 2000
BS, Recreation
Wells Fargo Capital Finance January 2014 - Present
Wells Fargo Capital Finance June 2011 - January 2014
Wells Fargo June 2009 - June 2011
Wachovia Securities Financial Network July 2007 - January 2009
Skills
Asset Based Lending, Credit Analysis, Commercial Banking, Credit, Commercial Lending, Loans, Banking, Portfolio Management, Cross Selling, Relationship Management, Small Business Lending, Credit Risk, Lines Of Credit, Underwriting
Education
University of Florida 2003 — 2007
Bachelor's degree, Finance, General
Wells Fargo January 1989 - Present
Skills
Computers, Communication Skills, Customer Service, Notary Public, Account Servicing, Account Reconciliation, Wire Transfers, Resourceful...
Education
University of Florida 1987 — 1988
Fifth Third Bank July 2013 - Present
Wells Fargo 1987 - 2013
Skills
Loans, Credit, Banking, Consumer Lending, Mortgage Lending, Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Retail Banking, Mortgage Banking, Loan Origination, Lines Of Credit, Underwriting, Cross Selling, Portfolio Management, Risk Management, Refinance, Credit Risk, Relationship Management
Education
University of Florida 1982 — 1986
Bachelor of Science, Psychology
JPMorgan Chase December 2012 - Present
JPMorgan Chase September 2011 - Present
JPMorgan Chase May 2011 - Present
Theta Nu Xi Multicultural Sorority, Inc. January 2011 - January 2013
Wells Fargo January 2011 - May 2011
Wells Fargo July 2010 - December 2010
Perceptive Market Research February 2006 - September 2010
Wells Fargo May 2009 - July 2009
Skills
Diversity Training,..., Banking, Customer Service, Event Planning, Management, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking
Education
University of Florida 2005 — 2009
Bachelor of Arts, Cum Laude, Criminology
Wells Fargo July 2014 - Present
361 Nightlife, LLC June 2013 - August 2014
Gators Official Association October 2012 - May 2013
RecSports UF May 2012 - May 2013
Skills
QuickBooks, Microsoft Excel, Microsoft Word, PowerPoint, Possess strong..., Collaborative Problem..., Sales Process, Direct Sales, Marketing Strategy, Email Marketing, Account Management, Accounting, Financial Analysis, Customer Service, Relationship Management, Retail Banking
Education
University of Florida 2009 — 2014
Bachelor of Science (B.S.), Economics
University of Florida 2009 — 2014
Bachelor of Science (B.S.), Finance, General
Jesuit High School