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 October 2012 - Present
Wells Fargo Home Mortgage February 2010 - September 2012
Wells Fargo Financial April 2010 - August 2010
Walgreens May 2008 - June 2010
Windham Baseball/Softball Org April 2005 - July 2006
Ingram Senior Center January 2005 - June 2005
Skills
Microsoft Excel, Customer Service, Marketing, Time Management, Management, Mortgage Lending, Residential Mortgages, Private Banking, FHA, Access, Mortgage Banking, Credit, Refinance, Real Estate, Retail, Finance, Selling, Sales, Financial Analysis, Social Networking
Education
Bryant University 2006 — 2010
BSA, Marketing and Communication
University of New South Wales 2009 — 2009
Bachelor of Business Administration (BBA), Finance and Marketing
Pro Providers January 2015 - Present
US Postal Services September 2014 - November 2014
Wells Fargo March 2009 - September 2014
Advanced Health care January 1998 - March 2009
Skills
Management, Risk Management, Business Analysis, Finance, Investments, Customer Service, Microsoft Excel, Leadership, Microsoft Office, Time Management, Call Centers, Credit, Access, Team Building, Outlook, Data Entry, Customer Retention, Microsoft Word, Sales, Process Improvement, Insurance, Teamwork, Customer Experience
Education
Bryant & Stratton College - Milwaukee 2007 — 2008
Associate's degree, Medical billing & Coding
James Madsion High School 1984 — 1987
dipolma, General Studies
Wells Fargo Advisors April 2010 - Present
Wells Fargo December 2008 - April 2010
Wells Fargo May 2008 - December 2008
Education
Buena Vista University 2004 — 2008
Bachelor of Arts (B.A.), Business Management and Finance
Interstates June 2013 - September 2014
Buena Vista University January 2012 - June 2013
Buena Vista University January 2010 - September 2012
Wells Fargo May 2009 - August 2009
Wells Fargo May 2008 - August 2008
Skills
Organization, Customer Service, Oral & Written..., Higher Education, Admissions, Editing, Sales, Microsoft Office, Multi Tasking, Management, Data Entry, Data Management, Databases, Data Analysis, Communication, Time Management, Human Resources, Employee Relations
Education
Buena Vista University 2008 — 2010
Bachelor of Arts (B.A.), English
The University of South Dakota 2005 — 2006
Photography
Iowa Lakes Community College
Photography and Journalism
Wells Fargo November 2013 - Present
Two Fish Media April 2012 - November 2013
Cornerstone Marketing / mPower Prepaid Cards July 2010 - June 2012
Clickspeed August 2009 - July 2010
AccountNow, Inc. October 2007 - August 2009
Glam Interactive Group June 2007 - July 2009
RevenueLoop, a division of Internet Media April 2007 - October 2007
eAdvertising, a division of LeadClick Media August 2006 - April 2007
LeadClick Media January 2006 - August 2006
LeadClick Media January 2005 - January 2006
Skills
CPL, Affiliate Marketing, Media Buying, Online Lead Generation, Event Planning, CPM, Email Marketing, PPC, Writing, Contract Negotiation, Professional Networking, Online Marketing, Co-registration, Online Advertising, Lead Generation, Conversion Optimization, Landing Page..., Performance Based..., Affiliate Networks, Media Planning, Contextual Advertising, Ad Networks, Marketing Strategy, Strategic Planning, Customer Acquisition, Customer Retention, P & L Ownership, Campaign Performance..., Affiliate Management, Affiliate Relations, Email Strategy, Email Marketing Software, Salesforce.com, HTML, Graphic Design, Trade Shows, Event Management, Corporate Events, Data Analysis, Start-ups, Mailing List Management, Marketing Budget..., Direct Marketing, Direct to Consumer, Marketing Management, Digital Marketing, Web Marketing, Mobile Marketing, Display Advertising, Business Performance...
Education
Philadelphia University 2001 — 2004
B.S., Apparel Industry Management and Marketing
Bryn Mawr College 1999 — 2000
Wells Fargo August 2015 - Present
Barber Photography November 2006 - Present
GE Healthcare November 2013 - August 2015
GE Healthcare September 2003 - November 2013
Buena Vista Regional Medical Center May 2002 - September 2003
Skills
Digital Imaging, Microsoft Office, HL7, IHE, Troubleshooting, PACS, Microsoft SQL Server, SQLite, MySQL, Databases, Database Administration, Microsoft Server..., Microsoft Server Support, VMware, Virtual Machines, SQL, PHP, phpMyAdmin, CRM, SugarCRM, Adobe Creative Suite, Photoshop, Lightroom, Ruby on Rails, Linux, Red Hat Linux, Mac OS X, Healthcare Information..., Medical Imaging, RIS, DICOM, Radiology, Servers, EHR, Photography, Health Information..., Healthcare Industry, Hospitals, Informatics, Software Documentation, Adobe Acrobat, JavaScript
Education
Buena Vista University 1998 — 2003
Bachelor's degree, Management Information Systems, General
EcoWater Systems LLC April 2014 - Present
Nationwide Insurance September 2008 - September 2013
Wells Fargo May 2007 - August 2008
Skills
Cost Accounting, Monthly Close, Account Reconciliation, Invoice Processing, Physical Inventory, Insurance, Property & Casualty..., Life Insurance, General Insurance, Underwriting, Casualty, Term Life Insurance, Claim, Professional Liability, Whole Life, Licensed CPA
Education
Grand View College 2011 — 2013
Bachelor's degree, Accounting
Buena Vista University 2003 — 2007
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
Federal Reserve Bank of Chicago August 2014 - Present
Wells Fargo July 2014 - August 2014
Wells Fargo Home Mortgage September 2013 - July 2014
HCR ManorCare May 2012 - July 2013
University of Cambridge July 2010 - September 2010
University of Cambridge July 2010 - September 2010
Family Museum June 2009 - June 2010
Figge Art Museum January 2010 - May 2010
Figge Art Museum May 2009 - May 2009
Dubuque Museum of Art June 2008 - July 2008
Skills
Museums, Museum Education, Teaching, Museum Collections, Adobe Creative Suite, Art Handling, PastPerfect, Exhibit Design, Non-profits, Fundraising, Event Planning, Art History, Research, Arts Administration, Editing, Public Speaking, Social Media, Social Networking, Microsoft Office, Event Management, PowerPoint, Banking, Regulatory Compliance
Education
Western Illinois University 2009 — 2010
Master of Arts (MA), Museum Studies
Buena Vista University
Bachelor of Arts (BA), Fine and Studio Arts Management
Wells Fargo January 2015 - Present
Wells Fargo 2013 - January 2015
Wells Fargo 2005 - 2013
Wells Fargo 2000 - 2005
Wells Fargo 1996 - 1999
First Nationwide Mortgage Corporation 1995 - 1996
Standard Federal Savings Association 1991 - 1995
Standard Federal Savings Bank 1989 - 1991
Skills
Financial Risk
Education
Bucknell University
BA, Economics
Wells Fargo Corporate Security March 2014 - Present
City of Chandler January 2001 - January 2014
City of Chandler, Arizona March 1997 - March 2001
Wells Fargo January 1995 - January 1997
Skills
Policy, Public Administration, Enforcement, Local Government, Public Speaking, Government, Time Management, Police, Evidence, Management, Firearms, Law Enforcement, Training, Emergency Management
Education
Scottsdale Community College 2000 — 2001
Certificate of Crime Scene Study, Rceived my Crime Scene Certificate
Bryant & Stratton College - Milwaukee 1985 — 1987
AA Marketing, Marketing
Wells Fargo April 2013 - Present
Wells Fargo September 2012 - April 2013
ManpowerGroup September 2007 - September 2012
The Buckle June 2004 - July 2007
Skills
Recruiting, Human Resources, Sales, Applicant Tracking..., Training, Customer Service, Talent Acquisition, Consulting, Onboarding, Building Relationships, Social Media, Organization
Education
Buena Vista University
Bachelor's Degree, Business Management
Johnson Bank October 2013 - Present
Wells Fargo December 2012 - September 2013
Wells Fargo October 2011 - December 2012
Wells Fargo October 2010 - October 2011
Skills
Coaching, Sales, Employee Training, Customer Service, Training, Sales Management, Banking, Customer Retention, Finance, Human Resources, Management, Customer Acquisition, Account Management, Financial Accounting, Employee Recognition, Employee Engagement, Change Management, Retail Banking, Recruiting, Staff Retention, Talent Management, Credit Analysis
Education
Saint Mary's University of Minnesota 2007 — 2010
Master of Arts (M.A.), Human Resources Management/Personnel Administration, General
Saint Cloud State University 2005 — 2007
Bachelor of Arts (B.A.), Political Science/Public Administration
Buena Vista University 2004 — 2005
Bachelor’s Degree, General Studies
U.S. Bank October 2014 - Present
U.S. Bank September 2013 - October 2014
U.S. Bank June 2012 - September 2013
Wells Fargo June 2010 - June 2012
ISD 84 January 2012 - March 2012
Skills
Financial Analysis, Forecasting, Cash Management, Microsoft Excel, Bloomberg Terminal, Non-profit Finance
Education
Buena Vista University 2006 — 2010
BA, Business Management, Finance
It Works Global 2013 - Present
Wells Fargo February 2012 - Present
Wells Fargo February 2012 - Present
Education
Regent University 2014 — 2018
Bachelor of Applied Science (BASc), Criminal Justice/Police Science
Bryant and Stratton College-Virginia Beach 2011 — 2013
Wells Fargo August 2011 - Present
Wells Fargo November 2009 - August 2011
Wells Fargo June 2008 - November 2009
Wells Fargo June 2007 - June 2008
Wells Fargo June 2006 - June 2007
Wells Fargo July 2004 - June 2006
Skills
Financial Services, Banking, Business Analysis, Customer Service, Process Improvement, Financial Analysis, Management, Microsoft Excel, Microsoft Office, Risk Management
Education
Bryant & Stratton College - Syracuse North 1998 — 1999
Onondaga Central Jr/Sr High School 1987 — 1993
BMO Capital Markets July 2014 - Present
Wells Fargo January 2010 - May 2014
Wachovia Securities June 2008 - January 2010
Bear Stearns & Co. May 2007 - August 2007
Skills
Corporate Finance, Investment Banking, Business Valuation, Financial Modeling, Alternative Investments, Derivatives, Asset Management, Investment Strategies, Equity Research, Financial Risk, Financial Risk...
Education
Columbia University - Columbia Business School 2012 — 2014
MBA, Finance
Bryant University 2004 — 2008
Bachelor of Science in Business Administration, Finance
Lorenzo De' Medici 2006 — 2006
Study Abroad Program in Florence, Italy
Wells Fargo July 2015 - Present
H D Vest June 2012 - July 2015
Oppenheimer & Co. October 2007 - June 2012
State Street Bank September 2006 - September 2007
Skills
Certified Financial..., Investments, Series 7, 401k, Retirement Planning, Mutual Funds, Series 63, Fixed Annuities, Asset Allocation, Series 65, Bonds, Financial Planning, Wealth Management, Term Life Insurance, Licensed Life Insurance..., Annuity Sales, series 31, Income Investing, Options, 401k Rollovers, Alternative Investments, Equities, Whole Life insurance, Personal Financial..., Financial Advisory, Portfolio Management, Retirement, IRAs, Customer Service, ETFs, Financial Services, Securities, Asset Management, Investment Advisory, Financial Risk, Investment Strategies, Risk Management, FINRA
Education
UMass Boston
Bachelor's degree, Economics
UNLV
finance / economics
savio 1991 — 1995
Bryant University 2014 — 2014
Certified Financial Planner, Financial Planning and Services
Wells Fargo February 2013 - Present
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Publisher, Marketing, Time Management, Data Entry
Education
Bucknell University 2011 — 2016
Markets, Innovation, and Design, Marketing/Marketing Management, General, Class of 2016
Old Point National Bank March 2010 - Present
Wells Fargo April 1993 - March 2010
Skills
Credit, Loans, Commercial Real Estate, Mortgage Lending, Loan Origination, Appraisals, FHA, Refinance, Portfolio Management, Commercial Lending, Finance, Financial Analysis, Cash Management, Lines Of Credit
Education
Strayer University (VA) 2003 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General
Bryant and Stratton College-Virginia Beach 1999 — 2001
Associate's degree, Administrative Assistant/Medical Billing
Chesterville Architects January 2014 - Present
Chesterville Design and Construction Group January 2014 - Present
Wells Fargo October 2010 - May 2012
Event Network May 2007 - September 2010
Education
University of Aberdeen 2012 — 2013
Master of Science (MS), Applied Geospatial Information Science, 2.1 Honours with Commendation
Bucknell University 2006 — 2010
Bachelor of Arts (BA), Geography/ Minor International Relations, Major GPA 3.6/ 4.0 and Overall GPA 3.3/ 4.0
Semester at Sea Program 2009 — 2009
GPA 3.9/ 4.0
Wells Fargo March 2010 - Present
Wells Fargo November 2005 - March 2010
Science Center of Iowa September 2004 - November 2005
Skills
Learning Management, ADDIE, Needs Analysis, Blended Learning, Captivate, Instructor-led Training, Learning Management..., Enterprise Software, Visio, SharePoint, Training Delivery, Instructional Design, SnagIt, Project Management, Agile Methodologies, Project Implementation, Software Implementation, Requirements Gathering, Business Requirements, Change Management, E-Learning, Lean Six Sigma, Relationship Building
Education
Buena Vista University 2000 — 2004
Bachelor of Arts, Mass Communications
Univest Bank October 2011 - Present
Wells Fargo February 2004 - April 2011
National Penn Bank January 1997 - January 2004
First National Bank and Trust Company 1988 - 1996
Skills
Insurance, Small Business Lending, Investments, Mortgage Lending, Cross Selling, Consumer Lending, Small Business, Cash Management, Financial Services, Commercial Lending, Loans, Retail Banking, Commercial Banking, Banking, Loan Origination, Lines Of Credit, Mortgage Banking, Wealth Management, Portfolio Management
Education
Bucks County Community College 1987 — 1988
Council Rock High School 1981 — 1984
Santander Bank, N.A. August 2014 - Present
R.I.S.E. - Re-instructing Individual Student Education January 2010 - Present
Wells Fargo April 2013 - August 2014
Citi December 2011 - March 2013
North Penn Volkswagen August 2009 - August 2011
PDC Machines, Inc June 2008 - April 2009
Thompson Lexus July 2006 - September 2007
Skills
Sales&Marketing, Microsoft Office, Problem Solving, People Skills, Banking Solutions, Retail Banking, Mortgage Lending, Consumer Lending, Credit Information, Risk Management, Sales, Customer Service, Banking
Education
Temple University - Fox School of Business and Management 2012 — 2014
BS, Business Adminstration
Bucks County Community College 2009 — 2011
Associates Degree, Business Adminstration
Drexel University 2007 — 2009
Mechanical Engineering, Business Administration
ARI January 2014 - Present
ARI February 2011 - January 2014
ARI April 2010 - February 2011
ARI August 2009 - April 2010
ARI June 2008 - August 2009
Wells Fargo June 2007 - August 2007
Skills
Customer Retention, Customer Satisfaction, Sales Process, Account Management, Sales Operations, Automotive, Sales, B2B, Sales Management, Cold Calling, Salesforce.com, Automobile, Vehicles, Direct Sales, New Business Development, CRM, Lead Generation, Fleet Management, Sales Presentations, Selling, Marketing
Education
Drexel University 2009 — 2011
Master of Business Administration (MBA), International Business
Bucknell University 2004 — 2008
Bachelor of Business Administration (B.B.A.)
BMO Harris Bank January 2015 - Present
Wells Fargo March 2013 - December 2014
Spiro's Restaurant April 2006 - July 2012
Skills
Microsoft Office, Management, Cultural Diversity, Customer Service, Compliance, Coaching, Financial Analysis, People Skills, High Organizational..., Sales, Team Leadership, Cross Selling, Customer Engagement, NMLS Licensed, Banking, Budgets, Commercial Banking, Consulting, Consumer Lending, Credit, Credit Analysis, Loans, Networking, Relationship Management, Retail Banking, Small Business Lending
Education
Bucks County Community College 2013 — 2015
Associate's degree, Business Administration and Management, General
st. charles community college 2011 — 2012
Associate's degree, Business Administration and Management, General
Hospital of the University of Pennsylvania January 2015 - Present
Temple University Hospital January 2014 - January 2015
Franklin Mint Federal Credit Union October 2010 - May 2012
Wells Fargo June 2009 - September 2010
Wells Fargo August 2007 - June 2009
Skills
Registered Nurses, Psychology, BLS, ACLS, Leadership, Nursing, Training, Healthcare, Hospitals, Acute Care, ICU, Time Management, Sales, Human Resources, Cpr Certified, Epic Systems, Medicine, Inpatient, Case Management
Education
Drexel University 2012 — 2013
Bachelor of Science (BS), Registered Nursing/Registered Nurse, 3.97
Bucknell University 2003 — 2007
Bachelor of Arts (BA), Psychology, 3.92
Univest December 2011 - Present
Wells Fargo March 2010 - December 2011
Citizens Bank December 2009 - March 2010
Skills
Credit, Loans, Banking, Retail Banking, Consumer Lending, Sales, Financial Services, Customer Service, Loan Origination, Customer Retention
Education
Bucks County Community College 2012 — 2014
Business Administration and Management, General
Bucknell University 2005 — 2007
Creative Writing
Generations Wealth Management August 2014 - Present
Bankers Trust June 2013 - July 2014
Wells Fargo January 2010 - February 2013
Skyline Exhibits Iowa Nebraska 2013 - 2013
Wells Fargo January 2001 - December 2009
Skills
Wealth Management, Trusts, Finance, Cross Selling, Customer Service, Retail Banking, Private Banking, Relationship Management, Banking, Trust Services, Microsoft Excel, Microsoft Office, Loan Origination, Financial Analysis, Retirement Planning, Loans, Commercial Banking, Risk Management, Portfolio Management, Leadership, Sales, Mortgage Lending, Securities, Small Business Lending, Strategic Planning, Management
Education
Buena Vista University 1995 — 1997
Bachelor of Arts Degree in Business Administration, Business Management and General Business Administration
Marshalltown Community College 1993 — 1995
Associate’s Degree, Business Administration, Management and Operations
MHS 1990 — 1993
KPMG US December 2013 - Present
Wells Fargo May 2012 - August 2012
Skills
Economics, Financial Analysis, Russian, PowerPoint, Microsoft Excel, Microsoft Word, Financial Risk, Risk Management, Anti-Money Laundering, Regulatory Compliance
Education
Bucknell University 2009 — 2013
Economics and Russian Studies
2016 Level II Candidate in the CFA Program
CVS Caremark Corporation July 2014 - Present
Mohegan Sun March 2014 - July 2014
Mohegan Sun June 2012 - March 2014
Citizens Bank August 2010 - June 2013
Citizens Bank August 2010 - January 2012
Wells Fargo Financial May 2010 - August 2010
Wells Fargo April 2010 - August 2010
Nichols College September 2009 - May 2010
Skills
Microsoft Office, Camtasia, Customer Relations, Sales, Entrepreneurship, Research, Finance, Staff Development, Banking, Financial Analysis, Employee Benefits, Microsoft Excel, Credit, Risk Management, Access, Marketing, Analysis, Data Analysis, Outlook, Strategic Planning, Microsoft Word, PowerPoint, Forecasting, Market Research, Analytical Skills, Customer Service, Management, Marketing Analytics, Project Management
Education
Bryant University 2010 — 2012
Masters, Business Administration
Nichols College 2006 — 2010
BS, Finance and Economics
Nichols College 2006 — 2010
Bachelor of Science, Business Administration; Finance and Economics; Economics
NextGen Healthcare Information Systems September 2012 - Present
First Niagara Bank May 2011 - February 2012
Wells Fargo December 2009 - May 2011
Skills
Network & System..., Authentication & Access..., Vulnerability..., Risk Management, System Monitoring, Multitier Network..., System Integration..., Regulatory Compliance, Software Documentation, Payments, Integration, Vulnerability Assessment, N-tier, Information Technology, EHR, Visio, Disaster Recovery, Access, SDLC, Business Requirements, SharePoint
Education
Bucks County Community College 2003 — 2005
N/A, Business Administration and Management, General
TIAA-CREF June 2014 - Present
Duke Energy Corporation April 2013 - December 2013
Wells Fargo September 2012 - March 2013
Lowe's Home Improvement October 2011 - July 2012
Wells Fargo October 2009 - September 2011
Lowe's Home Improvement December 2008 - July 2009
Lowe's Home Improvement February 2008 - December 2008
Data Tech Ventures, LLC September 2005 - February 2008
Rhode Island Economic Development Corporation 2001 - 2005
United Way of Southeastern New England 1999 - 2001
Skills
eCommerce, Enterprise, Project Management, RUP, PMO, SOP, Project Server, PWA, Business Requirements, Content Development, Web Operations, SLA, M & E, SIT, UAT, Microsites, UX Teams, Software Solutions..., ECM, Process Improvement, Budget Management, Financial Reporting, Managing Creative Teams, Graphic Design, Creative Writing, Technical Writing, Web Development, SDLC, TDM, Digital Design & Print, Staff Training, Public Speaking, Mentor, Team Leadership, Supervisory Experience, Quality Assurance, User Acceptance Testing, Test Automation, VOD, Banking, IBM Websphere, IBM WCM, Clarity, Confluence, RoboHelp, Vignette, Documentum, Kapow Katalyst, Use Case, Visio
Education
University of Rhode Island 1983 — 1987
BA, Journalism
Bryant University 2004 — 2004
Certificate, Project Management
Wells Fargo October 2010 - May 2014
Teleperformance, USA July 2008 - April 2010
STARTEK April 2006 - January 2008
Skills
Banking, Investments, Series 63, Series 7, Uniform Combined State..., Wealth Management, Clerical Skills, Office Administration, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Social Networking
Education
Bryant & Stratton College - Richmond 2002 — 2003
Other, Criminal Justice/Law Enforcement Administration
Colonial Heights 1998 — 2001
High School, High School/Secondary Diplomas and Certificates, Pass
Wilke & Associates, CPA's and Small Business Advisors June 2015 - Present
Thompson, Price, Scott, Adams & Co October 2007 - June 2015
Wells Fargo February 2004 - October 2007
Skills
Accounting, Auditing, Single Audit, Financial Reporting, Financial Accounting, Internal Controls, QuickBooks, Non Profit Accounting, Non Profit Tax Reporting, Governmental Accounting, Grant Compliance, Payroll Services, Corporate Income Tax, Personal Income Tax, Tax, Financial Analysis, Tax Preparation, Microsoft Office, General Ledger, Budgets
Education
Strayer University 2008 — 2009
Master of Science (M.S.), Accounting Controllership
Bryn Mawr College 2000 — 2004
Bachelor of Arts (B.A.), Economics, Philosphy
Wells Fargo August 2012 - Present
Wells Fargo January 2012 - August 2012
UNC Charlotte September 2011 - December 2011
Wells Fargo June 2011 - September 2011
Buena Vista University August 2007 - May 2010
First Premier Bankcard May 2009 - August 2009
First Primier Bankcard November 2005 - May 2008
Skills
Finance, Statistics, Financial Reporting, Matlab, Microsoft Excel, Time Management, Data Analysis, Analysis, Essbase, Financial Analysis, Fraud, Excel, SQL, Vendor Management, Quality Assurance, Regression Testing, Business Strategy, Business Continuity..., Procedure Development, Microsoft Word, Access, Sales, Public Speaking, Microsoft Office, Customer Service, Human Resources, PowerPoint, Marketing
Education
University of North Carolina at Charlotte
Doctor of Philosophy (Ph.D.), Computing and Information Systems
University of North Carolina at Charlotte 2010 — 2011
Master of Science, Economics
Buena Vista University 2006 — 2010
Bachelor of Arts, Economics, International Business
NIACC February 2015 - Present
Andrea Mujica Consulting October 2010 - Present
North Iowa Area Community College August 2013 - February 2015
Wells Fargo August 1983 - January 2011
Skills
Organizational..., Core Banking, Networking, Office Administration, Event Management, Event Planning, Process Excellence, Business Coaching, Office Management, Retail Banking, Records Management, Professional Mentoring, Mentoring Of Staff, Fundraising, Grass Roots Campaigns, Advisory Boards, Non-profit Leadership, Management, Consumer Lending, Loan Origination
Education
Buena Vista University 1985 — 1988
BA, Banking, Corporate, Finance, and Securities Law
North Iowa Area Community College 1981 — 1983
Associate of Arts and Sciences (AAS), Legal Studies, General
Nationwide Insurance September 2015 - Present
Wells Fargo July 2015 - September 2015
King's Pointe Waterpark Resort June 2013 - June 2015
Buena Vista University August 2014 - May 2015
BirdDog June 2014 - August 2014
Citizen's First National Bank April 2012 - June 2013
Skills
Microsoft Office, Sales, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Salesforce.com, DISCflex Certified, Marketing, Teamwork, Leadership
Education
Buena Vista University 2011 — 2015
Bachelor's degree, Marketing & Human Resources Management, Senior
Storm Lake High School 2007 — 2011
High School
Speedway LLC November 2011 - Present
Wells Fargo February 2013 - July 2013
Cleveland State University March 2011 - August 2011
Arthur Treachers August 2008 - October 2010
Skills
Supervisory Skills, Microsoft Office, Research, Customer Service, Excel
Education
Bryant & Stratton College-Cleveland 2012 — 2014
Business
Charles F. Brush 2005 — 2007
Kingsley State Bank July 2013 - Present
Siouxland Economic Development Corp. September 2010 - June 2013
First American Bank July 2008 - August 2010
First National Bank September 2006 - June 2008
Wells Fargo May 1991 - October 2005
Skills
Banking, Loans, Finance, Real Estate, Business Development, Small Business, Marketing, Credit, Commercial Lending, Credit Analysis, Commercial Banking, Small Business Lending, Mortgage Lending
Education
The University of South Dakota 1982 — 1984
Bachelor of Science (B.S.), Business Administration
Buena Vista University 1980 — 1982
Business
Wells Fargo April 2013 - Present
Wells Fargo October 2008 - April 2013
Wells Fargo April 2007 - October 2008
Wells Fargo February 2006 - April 2007
Wells Fargo November 2003 - January 2006
Commerce One April 2000 - September 2003
PWC June 1996 - April 2000
Skills
Product Development, Process Management, Business Objects, Product Management, Business Intelligence, Management Consulting, Web Services, Business Requirements, Risk Management, Operational Risk, Basel II, Web Intelligence, Requirements Gathering, Business Architecture, Business Analysis, Analytics, Business Process..., Analysis, Business Process, Enterprise Software, Leadership, SharePoint, Tableau, Information...
Education
Bucknell University 1992 — 1996
BSBA, Management
Wells Fargo December 2007 - Present
BofA 2004 - 2006
Blazing Pathways Inc January 1999 - December 2005
IXC Communications 1998 - 1999
Skills
Disaster Recovery, Oracle, Data Migration, Oracle RAC, SAN, SDLC, Enterprise Architecture, Data Warehousing, ETL, Database Design, Unix Shell Scripting, PL/SQL, Performance Tuning, SQL Tuning, Architectures
Education
Bryant University 1986 — 1989
Bachelor of Science (B.S.), Computer and Information Systems
Wells Fargo July 2015 - September 2015
Little Miracles Children's Center 2013 - 2015
The Winterset Stage March 2014 - August 2014
Skills
Microsoft Word, Microsoft Office, Mircosoft Power Point, Theatre, Event Planning, Marketing, Non-profit...
Education
Buena Vista University 2013 — 2015
Bachelor of Arts (B.A.), Communications
Southwestern Community College 2013 — 2014
Associate of Arts (A.A.), Communications
Wells Fargo March 2012 - Present
Wells Fargo Home Mortgage December 2011 - March 2012
Wells Fargo Home Mortgage December 2011 - January 2012
Wells Fargo (contractor through Robert Half Int'l) August 2011 - January 2012
Wells Fargo January 2010 - June 2010
Skills
Foreclosure..., Loss Mitigation, Human Resources Benefits, Credit Risk, Credit Analysis, Human Resources, Foreclosures, Mortgage Underwriting, Loan Servicing, Valuation, Commercial Lending, Refinance, Mortgage Servicing, Finance, Funding, Home Equity Loans, Insurance, Call Centers, Commercial Banking, Financial Services, Cross Selling, Employee Benefits, Portfolio Management
Education
Bryant and Stratton College 2004 — 2006
Business
Syracuse University 1994 — 1998
Information Studies
Wells Fargo September 2015 - Present
Ocean Eye Surgical Center June 2014 - June 2015
Buffalo Wild Wings June 2014 - June 2015
Ocean Eye Surgical Center June 2014 - June 2015
United States Postal Service December 2012 - June 2014
St. Mary's Medical Center August 2010 - February 2013
Skills
Customer Satisfaction, Customer Service, Healthcare, Management, Patient Education, Vital Signs, Data Entry, Microsoft Office, Leadership, Time Management, Banking, Team Building, Process Improvement, Outlook, Training, Microsoft Word, Sales, Marketing, Inventory Management, Operations Management, Negotiation, Marketing Strategy, CPR Certified
Education
Ocean County College 2015 — 2017
Business and Personal/Financial Services Marketing Operations
Bucks County Community College 2007 — 2009
Associate's degree
Wells Fargo October 2014 - Present
Citizens Bank October 2012 - August 2014
Cricket Wireless February 2010 - July 2012
Skills
Branch Banking, Banking, Credit, Consumer Lending, Retail Banking, Loans, Cross Selling, Small Business Lending, Branch Management, Lines Of Credit, Commercial Lending, Mortgage Lending, Credit Analysis, Loan Origination, Commercial Banking, Mortgage Banking, Management, Leadership, Positive Team Player, Motivational Speaking
Education
Lincoln academy 2013 — 2014
High School
SunTrust Bank June 2013 - Present
Wells Fargo March 2012 - May 2013
Wachovia/Wells Fargo (EDS 1998-2002) March 1998 - March 2012
Keane (Client: Fieldcrest Cannon) June 1996 - March 1998
Skills
Data Warehousing, Business Analysis, Leadership, Change Management, Management, SDLC, Visio, Strategic Planning, Requirements Analysis, Unix, Software Documentation, Business Intelligence, Team Leadership, ETL, SQL, Information Technology, Requirements Gathering, Project Management, Vendor Management, Process Improvement, Data Modeling, Teradata, Databases, Software Project...
Education
University of Phoenix 2007 — 2008
MBA
Bryant University 1992 — 1996
Bachelor of Science in Business Administration, Computer Information Systems
Universität Salzburg 1995 — 1995
AIFS Study Abroad Program, German
Wells Fargo May 2015 - Present
SunTrust November 2014 - May 2015
Wells Fargo Advisors August 2012 - March 2013
Dept Of Taxation August 2011 - August 2012
Tmobile Corporate June 2010 - July 2011
Citi December 2005 - December 2006
Skills
Financial Analysis, Banking, Microsoft Office, Customer Service, Team Building, Microsoft Excel, Credit, PowerPoint, Finance, Sales, Financial Risk, Retail Banking, Financial Services, Relationship Management, Strategic Financial..., Microsoft Word, Auditing, Call Centers, Training
Education
Bryant & Stratton College - Richmond 2014 — 2016
Bachelor of Business Administration (BBA), Business and Personal/Financial Services Marketing Operations
International Academy of Design 2003 — 2005
Bachelor of Arts (BA), Computer Animation
Wells Fargo January 2015 - Present
Plumsteadville inn April 2013 - December 2014
Skills
Loans, Banking, Cooking, Culinary Skills, Credit, Customer Service, Food, Food Preparation, Food Safety, Restaurants, Retail Banking
Education
Bucks County Community College 2012 — 2015
Associate's degree, Culinary Arts/Chef Training
Middle bucks institute of technology 2008 — 2011
High school diploma, Culinary Arts/Chef Training
Wells Fargo November 2013 - Present
Wellmark December 2012 - November 2013
Wellmark October 2010 - December 2012
Wellmark January 2006 - October 2010
Wellmark October 2004 - January 2006
Wellmark Blue Cross and Blue Shield June 2003 - October 2004
Principal Financial Group October 1999 - June 2003
Principal Financial Group January 1998 - October 1999
Principal Financial Group May 1997 - August 1997
Principal Financial Group May 1995 - August 1995
Skills
Internal Communications, Strategic Communications, Crisis Communications, Corporate Communications, Media Relations, Marketing Communications, Writing, Social Media, Public Speaking, Strategic Planning, Leadership, Strategy, Editing, Training, Human Resources, Public Relations, Newsletters, Copywriting, Communications Planning, Integrated Marketing, Change Management, Press Releases, Copy Editing, Email Marketing, Speech Writing, Web Content Management
Education
Buena Vista University 1994 — 1997
Bachelor of Arts (B.A.), English (Secondary Education 7-12)
Estherville High School 1988 — 1992
High School Degree
Wells Fargo May 2013 - Present
Skills
Banking, Customer Service, Retail Banking, Microsoft Office, Financial Services, Credit, Loans, Commercial Banking, Credit Analysis, Financial Analysis
Education
Bucks County Community College 2014 — 2018
Bachelor of Business Administration (B.B.A.)
Wells Fargo July 2015 - Present
Holy Redeemer Health System May 2015 - Present
Wells Fargo August 2012 - July 2015
Sears July 2008 - August 2012
Lockheed Martin June 2008 - January 2009
Macy's East September 2007 - June 2008
Skills
Loss Prevention, Interrogation, Private Investigations, CCTV, Investigation, Training, Security, Wicklander-Zulawski..., Criminal Justice, Shrinkage, Internal Investigations, Investigations, Asset Protection, Interrogation Techniques, Crisis Management, Big Box, Supervisory Skills, Loss Prevention..., Inventory Control, Physical Security, Surveillance, Security Operations, Management, Workplace Violence, Inventory Management, Organized Retail Crime, Store Operations, Security Management, Fraud, Store Management, Interviews, Customer Service, Corporate Security, Hiring, Retail, Profit, P, Time Management, Leadership, Driving Results, CPR Certified
Education
Bucks County Community College 2014 — 2014
Certified Nurse Aide
Bucks County Community College 2012 — 2014
RN, Registered Nursing/Registered Nurse
Richard Stockton College 2004 — 2005
Psychology
Georgian Court College 2001 — 2004
Psychology
Wells Fargo September 2012 - Present
Wells Fargo Bank March 2009 - Present
Skills
Banking, Consumer Lending, Credit, Loans, Credit Analysis, Retail Banking, Small Business Lending, Mortgage Lending, Financial Services, Commercial Lending, Coaching, Sales Management, People Management, People Development, Investment Strategies, Customer Service, Sales
Education
Bucks County Community College
Bachelor of Education (B.Ed.), Elementary Education and Teaching
Wells Fargo October 2008 - Present
Rheumatology and Immunotherapy Center March 2013 - April 2013
TMP Directional Marketing June 2004 - March 2008
Skills
Customer Service, Quality Assurance, Default, Mortgage Servicing, Liquidation, Outlook
Education
Bryant & Stratton College 2014 — 2016
Health/Health Care Administration/Management
Bryant & Stratton College 2010 — 2013
Associate Degree – Medical Assisting, Medical/Clinical Assistant
Wells Fargo June 2012 - Present
Bank of America Merrill Lynch December 2010 - April 2012
Citizens Bank February 2007 - December 2010
Skills
Series 24, Series 7, Series 65, Series 63, Mutual Funds, Investments, Fixed Income, Asset Allocation, Securities, Financial Analysis
Education
Bryant University 2003 — 2006
MBA, Finance
University of Vermont 1996 — 2000
Bachelor of Arts, Political Science
Wachusette Regional 1992 — 1996
AlliedBarton Security Services June 2015 - Present
ORS Partners 2014 - Present
RUSSELL TOBIN & Associates 2013 - 2014
Wells Fargo May 2013 - October 2013
JPMorgan Chase August 2010 - May 2013
Wells Fargo June 2010 - August 2010
Scher Financial Group March 2010 - May 2010
Abercrombie & Fitch June 2008 - December 2009
Skills
Recruiting, Sourcing, Leadership, Interviews, Management, Strategy, Cross-functional Team..., Sales, Competitive Analysis, Customer Service, Marketing, Negotiation, Financial Services, Investments, Banking, Business Planning, Product Management, Branch Banking, CRM, Retail Banking, Corporate Recruiting, RPO, iCIMS, Purchasing, Series 63, Series 6, Competitive, Organization, Superior Work Ethic, Private Banking, Executive Search, Financial Recruiting, IRAs, Fixed Annuities, Life & Health Insurance..., Certificates of Deposit, 529 Plans, Career Opportunities, Finance, Talent Management, Screening, Consulting, Financial Analysis
Education
Bucknell University 2004 — 2008
Bachelor of Arts (B.A.), Economics
Archbishop Stepinac High School 2002 — 2004
Regis High School 2000 — 2002
Wells Fargo January 2014 - Present
Wells Fargo December 2012 - January 2014
Wells Fargo October 2010 - December 2012
Skills
Banking, Credit, Customer Service, Lines Of Credit, Small Business Lending, Commercial Lending, Retail Banking, Loans, Mortgage Lending, Consumer Lending, Cross Selling, Deposits, Commercial Banking, Cash Management, Credit Analysis, Design
Education
Bucks County Community College 2010 — 2011
Philadelphia University 2007 — 2009
Graphic Design
Optic Nerve Digital Direct Marketing July 2012 - Present
Red Herring Magazine March 2005 - July 2012
Wells Fargo 1999 - 2001
Charles Schwab International 1998 - 1999
Vision Marketing 1996 - 1998
Skills
Direct Marketing, Lead Generation, Small Business, Mailings, Integrated Marketing, Promotions, Email Marketing, Online Marketing, Database Marketing, Telemarketing, Lead Management, B2B, Customer Acquisition, Campaign Management, Money, B2B Marketing, Demand Generation, Advertising, Marketing Automation, Product Marketing, Marketing Strategy, Channel Marketing, Marketing Communications, Digital Marketing, Relationship Marketing, Direct Mail, Affiliate Marketing, Savings, Event Management, Cold Calling, Brochures, Segmentation, Loyalty Marketing, Multi-channel Marketing, Loyalty Programs, Salesforce.com, Non-profits, Entrepreneur, Print Production..., Marketing Operations, Trade Shows, Customer Retention, Brand Awareness, B2C, Print Management, Marketing Management, Customer Loyalty, Customer Engagement, Strategic Partnerships, Analytics
Education
Temple University 1980 — 1985
BACHELOR OF ARTS, CRIMINAL JUSTICE/STATISTICS
Temple University 1980 — 1985
Criminal Justice, Criminology, Graduated
Temple University 1980 — 1985
Bachelor of Arts (B.A.), Criminal Justice/Law Enforcement Administration, Graduated
Bucks County Community College 1975 — 1977
Associate of Arts (A.A.), Criminal Justice and Corrections
Wells Fargo January 2013 - Present
Darden September 2005 - Present
Sovereign Bank August 2010 - December 2012
Skills
Loans, Credit, Banking, Mortgage Lending, Consumer Lending, Credit Analysis, Small Business Lending, Commercial Banking, Commercial Lending, Retail Banking, Loan Origination, Mortgage Banking, Cash Management, Lines Of Credit
Education
Bucks County Community College 2007 — 2010
Associate's degree, Business Administration and Management, General
Academy of Economics 1999 — 2003
Retail Solutions Inc. October 2014 - Present
Retail Solutions Inc. July 2013 - September 2014
Retail Solutions Inc. May 2011 - June 2013
Retail Solutions Inc. August 2010 - April 2011
MEDITECH November 2008 - July 2010
Wells Fargo June 2007 - October 2008
Skills
Strategy, Analytics, Enterprise Software, Cross-functional Team..., Management, Project Planning, Sales, Team Leadership, Supply Chain, Software Documentation, Business Intelligence, Process Improvement, Business Analysis, Data Analysis, Project Management, Microsoft Excel, Microsoft Office, SaaS
Education
Bryant University 2003 — 2007
Bachelor of Science, Business Administration; Finance
The Hartford July 2010 - Present
Wells Fargo December 2009 - August 2010
Venio, LLC October 2008 - September 2009
Ameriprise Financial January 2000 - October 2008
Ameriprise Financial Services, Inc. June 2002 - September 2004
Ameriprise Financial Services, Inc. January 2000 - June 2002
Prudential Select Brokerage August 1997 - December 1999
Business and Estate Consultants October 1994 - August 1997
Mutual of Omaha August 1983 - February 1995
Skills
Management Consulting, Financial Analysis, Financial Services, Cross-functional Team..., Series 7, Operations Management, Relationship Management, Sales Management, Sales, Budgets, Finance, New Business Development, Business Process, Forecasting, Process Improvement, Talent Management, Change Management, Management, Strategic Planning, Product Development, Leadership, Insurance, Call Centers, Marketing, Six Sigma, Customer Satisfaction, Vendor Management, Risk Management
Education
University of Minnesota - Carlson School of Management 2004 — 2005
Minnesota Executive Program
Bryn Mawr College 1989 — 1992
ChFC, Chartered Financial Consultant
Georges' restaurant December 2011 - January 2013
Wells Fargo 2013 - 2013
Education
Bucks County Community College 2010 — 2013
Biology major
West Chester University of Pennsylvania 2003 — 2003
Wells Fargo May 2013 - Present
Wells Fargo Bank, N.A. April 2006 - Present
J.P. Morgan April 2003 - April 2006
Citizens Bank March 1990 - April 2003
Skills
Financial Services, Banking, Finance, Product Management, Investments, Credit, Bonds, Management, Mergers & Acquisitions, Fixed Income
Education
Bryant College 1983 — 1987
Bachelor of Science (BS), Economics
Wells Fargo February 2014 - Present
Peruzzi Buick GMC March 2013 - February 2014
Staples July 2010 - February 2014
Self employed on various contracts July 2005 - July 2010
Skills
Computer Repair, Computer Hardware..., Computer Proficiency, Programming, Customer Service, Customer Retention, Customer Support, Technical Support, Windows XP, Windows Vista, Windows 7 Migration, Windows 8, Virus Removal, Microsoft Office, Wireless Networking, Sales Process, Retail Sales, Mac OS, Budgeting, Personal Financial..., Loan Origination, Home Equity Loans, Home Equity Lines of...
Education
Colorado Technical University 2014 — 2016
Bachelor of Science (BS), Information Assurance Technology
Temple University 2012 — 2014
Computer and Information Sciences, General
Bucks County Community College 2008 — 2011
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Wells Fargo October 2007 - August 2012
PayPal, an eBay Company October 2006 - October 2007
PayPal, an eBay Company July 2005 - October 2006
PayPal, an eBay Company August 2003 - June 2005
Mobile Solutions & Payment Services March 2001 - February 2003
Sprint PCS May 2000 - August 2000
World Bank June 1998 - June 1999
NAFSA: Association of International Educators August 1996 - May 1998
Skills
Product Management, Cross-functional Team..., Mobile Payments, Competitive Analysis, Payments, E-payments, Product Marketing, Product Requirements, Strategic Partnerships, Program Management, Leadership, Strategy, Mergers & Acquisitions, Mobile Devices, Strategic Planning, Management
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
MBA
New York University, Madrid Spain 1993 — 1994
MA
Bucknell University 1989 — 1993
BA
Plus Relocation Services October 2014 - Present
Plus Relocation Services February 2012 - October 2014
Wells Fargo March 2011 - February 2012
GEPIK November 2008 - December 2010
Gerstein Fisher December 2006 - May 2008
Winged Keel Group 2001 - 2003
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Microsoft Word, Microsoft Office, PowerPoint, Budgets, Process Improvement, Leadership, SQL, Forecasting, Analysis, Data Analysis, Management, Customer Service, Research, Outlook, Strategic Planning
Education
Bucknell University 2001 — 2005
BA, Economics / Religion
Bucknell University 2001 — 2005
Bachelor's degree, Economics
GlobalVetLINK LC January 2015 - Present
Handi Quilter, Inc. October 2013 - August 2014
New Track Media January 2011 - March 2013
Wells Fargo February 2009 - July 2010
Aviva Investors September 2008 - December 2008
Stora Enso September 2007 - July 2008
International Progress Organization October 2006 - January 2007
New Track Media 2003 - 2006
Skills
Events Coordination, Point of Contact, Contract Negotiation, Event Planning, Hootsuite, Facebook, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Oral & Written..., Customer Service, Travel Arrangements, International Travels, Cvent, Outstanding time..., Sales, Public Speaking, Social Media Marketing, Blogging, Management, Time Management, Microsoft Office, Marketing, Social Media
Education
Buena Vista University 2004 — 2007
Bachelor of Arts, International Business, German minor
University of Nebraska at Omaha 2004 — 2004
Illinois Institute of Technology 2002 — 2003
Wells Fargo July 2015 - Present
Wells Fargo February 2014 - Present
Cerebral Infotech, LLC November 2012 - November 2013
Wells Fargo May 2005 - November 2012
McGladrey & Pullen 2003 - 2005
Mid-America Group 2001 - 2003
Skills
Auditing, Sarbanes-Oxley Act, Financial Analysis, Internal Audit, Risk Management, Internal Controls, Accounting, Process Improvement, Financial Reporting, Business Analysis, Banking, Financial Risk, CPA, Finance
Education
University of Iowa - Henry B. Tippie College of Business 2001 — 2005
MBA, MBA
Buena Vista University 1994 — 1998
Amplify Education April 2013 - Present
kgb December 2012 - April 2013
Sidera Networks August 2012 - December 2012
AboveNet October 2011 - July 2012
Wells Fargo August 2010 - October 2011
Brigantine Advisors April 2009 - August 2010
Canaccord Adams June 2006 - March 2009
Skills
Financial Modeling, Financial Analysis, Strategy, Finance, Due Diligence, Equity Research, Budgets, Strategic Financial..., Investments, Corporate Development, Telecommunications, Forecasting, Business Planning, Business Analysis, Corporate Finance, Microsoft Excel, PowerPoint, Investor Relations, Business Strategy, Investment Banking, Financial Planning, Capital Budgeting, Corporate FP&A, Budget, Series 7, Series 63, series 86, Series 87, Great Plains Software, Hyperion Planning, Operating Budgets, Acquisition Integration, Salesforce.com
Education
Bryant University 2002 — 2006
BS, Finance
Lakeland High School 1998 — 2002
Black Bear Golf Club January 2014 - Present
7up Snapple Southeast July 2009 - June 2012
Wells Fargo January 2009 - June 2009
UPS November 2008 - December 2008
Peterman Company May 2006 - January 2008
Skills
Retail, Merchandising, Customer Service, Sales, Inventory Management, Forecasting, Microsoft Excel, Budgets, Time Management, Microsoft Office, Accounting, Inventory Control, Strategic Planning, Customer Satisfaction, Golf
Education
Golf Academy of America-Altamonte Springs 2012 — 2013
Golf Complex Managment, Golf Complex Managment, 3.97
Bucknell University 2002 — 2006
BA, Economics
Wells Fargo November 2013 - Present
Florida Capital Bank May 2013 - November 2013
Florida Capital Bank August 2011 - May 2013
Caterpillar Financial Services/FCC Equipment Financing August 2002 - August 2011
Caterpillar Financial February 2004 - May 2007
Caterpillar Financial August 2002 - February 2004
Skills
Credit, Underwriting, Risk Management, Financial Analysis, Credit Analysis, Portfolio Management, Lines Of Credit, Sales Management, Credit Risk, Loans, Commercial Banking, Finance, Commercial Lending, Banking, Asset Management, Financial Risk, Financial Modeling
Education
Bucknell University 1998 — 2002
Bachelor of Science, Economics / Spanish
University of North Florida - College of Business Administration 2010 — 2014
Master of Business Administration (M.B.A.), Finance, General, 3.86
Universal Merch Services January 2014 - Present
Wells Fargo February 2012 - 2014
US Bank August 2010 - August 2011
Wells Fargo Bank August 2004 - June 2010
Education
Bucknell University 1993 — 1997
BA, History, Economics
CoreLogic June 2009 - Present
BasePoint June 2005 - June 2009
Wells Fargo 1997 - 2005
Bank One 1991 - 1996
Skills
Fraud, AML, Credit Cards, Risk Management, Financial Risk, Process Improvement, Analytics, Financial Services, Banking, Credit, Enterprise Risk..., Risk Assessment, Credit Risk, Loans, Payments, Operational Risk..., Vendor Management, Internal Audit
Education
Yale University - Yale School of Management 1989 — 1991
Master of Business Administration (MBA), Finance, General
Bryn Mawr College 1979 — 1983
AB, English Literature
Avonworth High School
Iowa Health System July 2007 - Present
Wells Fargo April 2007 - June 2007
Automatic Data Processing (ADP) 2005 - 2006
Meredith Publishing 2003 - 2005
Principal Financial Group 1999 - 2003
Equitable Life of Iowa August 1996 - October 1999
Education
Buena Vista University 1969 — 1973
BS, Chemistry/Physics
Wells Fargo July 2010 - November 2014
Evergreen Investments December 2000 - July 2010
State Street 1996 - 2000
Skills
Financial Services, Mutual Funds, Business Analysis, Process Improvement, Risk Management, Financial Reporting, Financial Accounting, Revenue Analysis, Expense Budgeting, Operating Expenses, Pro Forma Development, Prospectus, Management, Financial Analysis, Project Management, Finance
Education
Bryant University 1992 — 1996
BSBA, Applied Actuarial Mathematics
Wells Fargo Auto Finance Sales ManagerFelton Holly KiaJanuary 2009 - Present
Wells Fargo 2004 - 2008
Hertichs of Milford October 2003 - June 2004
Willis Automall January 1998 - September 2003
Education
Bucks County Community College
AA, Pre Allied Health
Delaware Valley University
BA, Chemistry
Wells Fargo 2010 - Present
Wells Fargo Financial June 2003 - September 2010
Education
Buena Vista University 1999 — 2003
Wells Fargo Bank August 2011 - Present
Wells Fargo January 2009 - July 2011
Wells Fargo Bank September 2003 - January 2009
Prudential Financial January 2001 - August 2003
Education
Bucknell University 1997 — 2000
BA, Economics
Wells Fargo September 1988 - Present
Skills
Banking, Loans, Commercial Banking, Credit, Commercial Lending
Education
Bucks County Community College 1990 — 1993
AIB, Banking/Business
Wells Fargo Home Mortgage December 2013 - Present
Wells Fargo Home Mortgage October 2011 - December 2013
Wells Fargo Home Mortgage October 2010 - October 2011
Wells Fargo Home Mortgage September 2009 - October 2010
Wells Fargo March 2008 - September 2009
Wells Fargo Financial January 2005 - March 2008
Wells Fargo Financial May 2000 - January 2005
Education
Buena Vista University 1996 — 2000
BA, Economics
Wells Fargo November 2010 - Present
Wells Fargo Bank August 2007 - November 2010
Wachovia November 2004 - August 2007
Bank of America November 2003 - November 2004
State Street July 1996 - July 2003
Education
Bryant University 1992 — 1996
BS, Financial Accounting
Guaranteed Rate Inc January 2013 - Present
Prospect Mortgage, LLC February 2011 - January 2013
Merrimack Mortgage Company Inc. October 2009 - March 2011
Heritage Home loans 2007 - 2009
Chase 2006 - 2007
Wells Fargo June 1990 - December 2006
Skills
Real Estate, Mortgage Banking, Residential Mortgages, Mortgage Lending, Loans, Underwriting, Customer Service, Credit, VA loans, Loan Origination, Sales, Credit Analysis, Refinance, FHA, Sales Management, USDA, Banking, VA Loans, Certified Mortgage..., Reverse Mortgages, FHA financing, FHA Financing
Education
Bryant University 1986 — 1990
BS, Finance
Wells Fargo January 2014 - Present
Wells Fargo July 2006 - December 2013
Briggs Corporation 2003 - 2006
Skills
Graphics, Graphic Design, Adobe Acrobat, Adobe Creative Suite, Marketing, Direct Mail
Education
Buena Vista University 1998 — 2002
BA, Communication & Graphic Design
Verisk Health August 2013 - Present
Verisk Health August 2012 - August 2013
Wells Fargo April 2000 - August 2012
Bodycote Hooven January 1997 - March 2000
Skills
Banking, Loans, Microsoft Excel, Customer Service, Leadership, Sales, Team Leadership, Data Analysis, Analysis
Education
ECPI College of Technology 2005 — 2007
BS, IT Security and Management
Bryant University 1992 — 1996
Finance, Finance and Statistics
Wells Fargo May 2014 - Present
Wells Fargo October 2004 - May 2014
Skills
Training, People Skills, Banking, Customer Service, Process Improvement, Management, Microsoft Office, Interviews, Access Database, Strategic Planning, Account Reconciliation
Education
Buena Vista University 2000 — 2004
BA, Marketing, International Business, German
Wells Fargo May 2005 - Present
Skills
Risk Management, Credit Risk, Credit, Banking, Financial Risk, SAS
Education
Buena Vista University 2000 — 2004
Management Information Systems, Computer Science
TruMark Financial Credit Union March 2015 - Present
Firstrust Bank October 2010 - March 2015
Wells Fargo April 2010 - October 2010
Bank of America September 2009 - April 2010
Sovereign Bank August 2004 - September 2009
Citizens Bank 2000 - 2004
Skills
Banking, Commercial Lending, Commercial Banking, Credit Analysis, Sales Management, Coaching, Retail Banking, Small Business Lending, Branch Management, Portfolio Management, Cross Selling, Credit, Consumer Lending, Financial Services, Wealth Management, Life, Accident, and..., Series 6, Series 63, Strategic Planning, SBA, Cash Management, Business Development, Lines Of Credit, Underwriting, Commercial Mortgages, Leadership, Loan Origination, Treasury Management, Investments, Team Building, Strategy, Risk Management, Asset Based Lending, Relationship Management, Mortgage Banking, Finance, CRM, Refinance, Home Equity Loans, Team Leadership, Goal-oriented..., Financial Analysis, Sales, Credit Risk, Deposits, Residential Mortgages, Loans
Education
University of Phoenix 2006 — 2009
BS, Business Management
Risk Management Association 2008 — 2008
Certificate, Commercial Lending
Bucks County Community College 1999 — 2004
N/A, Business Administration and Management, General
Caves Valley Partners March 2014 - Present
Panattoni Development Company January 2012 - August 2012
Panattoni Development Company January 2011 - December 2011
Panattoni Development Company January 2010 - December 2010
Panattoni Development Company August 2008 - December 2010
Wells Fargo July 2006 - June 2008
Skills
Valuation, Asset Management, Due Diligence, Real Estate, Argus Valuation DCF, Acquistions /..., Institutional Analysis, Microsoft Excel, Microsoft Office, Market Analysis, CoStar, Project Entitlements, Institutional Relations, Real Estate Development, Disposition, Financial Modeling, Investments
Education
The Johns Hopkins University - Carey Business School 2012 — 2013
Master of Science (MS), Real Estate Development, 3.7
Bucknell University 2002 — 2006
BSBA, Management and English, 3.45
University of California, Los Angeles 2007 — 2008
N/A, Accounting, 3.67
Wells Fargo March 2013 - Present
Wells Fargo March 2011 - March 2013
Wells Fargo December 2009 - March 2011
Wachovia, A Wells Fargo Company September 2006 - December 2009
Skills
Credit, Credit Analysis, Credit Risk, Banking, Loans, Portfolio Management, Commercial Banking, Financial Risk, Financial Analysis, Risk Management, Financial Modeling, Commercial Lending, Underwriting
Education
Bryant University
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo March 1994 - Present
U.S. Bank December 1986 - February 1994
Skills
Management, Loans, Credit, Risk Management, Business Analysis, Vendor Management, Process Improvement, Relationship Management, SDLC, Leadership
Education
St. Catherine University 1989 — 1991
noone, Applied Ethics/Philosophy, B
Bryn Mawr College 1977 — 1979
none, History of Religion, B
Citi September 2013 - Present
Wells Fargo April 2009 - Present
Hartford Financial Services Group 1998 - 2004
Merrill Lynch September 1985 - July 1990
Skills
Wealth Management, Investments, Estate Planning, High Net Worth..., Wealth, Credit, Insurance, Loans, Relationship Management, Customer Service, Series 6, Series 63, Strategic Planning, Account Management, Microsoft Excel, Uniform Combined State..., Series 65, Retirement Planning, Mutual Funds
Education
Bucknell University 1979 — 1983
BA, Economics/International Relations
The University of Connecticut School of Business 1985 — 1998
MBA, Accounting
Wharton/The American College 1984 — 1985
CLU, Chartered Life Underwriter
Citizens Bank August 2015 - Present
Citizens Bank November 2013 - August 2015
Wells Fargo August 2012 - November 2013
Wachovia Bank/Wells Fargo March 2007 - July 2012
Atlantic Real Estate October 2004 - May 2007
First Colony Savings Corporation July 2003 - May 2007
Verizon April 2000 - April 2005
Westford Financial May 1999 - July 2000
Conti Mortgage 1997 - 1997
Skills
Credit, Banking, Sales, Customer Service, Coaching, Real Estate, Finance, Recruiting, Marketing, Management, Leadership, Microsoft Office, CRM, Financial Analysis, Commercial Banking, Time Management, Portfolio Management, Business Development, Mortgage Banking, Sales Management, Training, Selling, Mortgage Lending, Insurance, Negotiation, Investments, Customer Retention, Loan Origination, Investment Properties, Cross Selling, Accounting, Loans, Underwriting, Refinance
Education
Bucks County Community College 1995 — 1996
Business Administration/Pre
Elizabethtown College
Business Administration
Bill Barrett Corporation December 2010 - Present
Wells Fargo 2009 - 2009
PricewaterhouseCoopers July 2003 - July 2008
Skills
Hedging, Financial Analysis, Corporate Finance, Finance, Financial Planning, Financial Modeling, Treasury Management, Financial Reporting, Accounting, Due Diligence, Auditing, US GAAP, SEC filings, Strategic Financial..., SEC reporting
Education
Bucknell University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Accounting
University of Colorado at Boulder - Leeds School of Business 2008 — 2010
Master of Business Administration (MBA), Finance, General
CJR Consulting 2009 - Present
Wells Fargo 2012 - 2013
Wells Fargo Home Mortgage 2009 - 2010
Crystal River Financial Corporation 2003 - 2008
CTX Mortgage 1996 - 2003
Skills
Management, CRM, Product Development, Change Management, Training, Operations Management, Customer Experience, Leadership, Program Management, Market Research, Enterprise Software, Business Development, PMP, Forecasting, Digital Marketing, Risk Management, Leadership Development, Process Improvement, Banking, New Business Development, Requirements Analysis, Customer Satisfaction, Project Planning, Strategic Alliances, Start-ups, Coaching, Analysis, Negotiation, Integration, Customer Service, Employee Training, Software Project..., Sales, Business Analysis, E-commerce, Marketing, Policy, Sales Operations, Sales Process, Management Consulting, Team Building, Technology Integration, Recruiting, Business Strategy, Strategy, Project Management, Strategic Planning, Sales Management, Vendor Management, Business Intelligence
Education
Bryant University 2013 — 2014
Lean Six Sigma, Project Management
Bryant University
Project Management Certification, Project Management
Fannie Mae Housing Finance Institute
JCP Logistics October 2011 - Present
Duncan Solutions July 2011 - October 2011
Van Ru Credit Corporation January 2011 - May 2011
VanRu Credit Corporation January 2011 - May 2011
Fidelity National Information Services March 2010 - December 2010
Wells Fargo June 2009 - December 2009
Wageworks, Inc September 2006 - February 2008
Skills
Customer Service, Data Entry, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Customer Satisfaction, Microsoft Office, Coaching, Time Management, Teamwork, Team Leadership, Research, Medical Terminology, Strategic Planning, Public Speaking, Employee Relations, Credit, Loss Mitigation, Credit Cards
Education
Bryant & Stratton College
Associate Degree
Bryant and Stratton College-Milwaukee
Associate's degree, Medical/Clinical Assistant
Wells Fargo June 2013 - Present
Bucknell University June 2012 - August 2012
Burst Media May 2011 - August 2011
Education
Bucknell University 2009 — 2013
BA, Economics, Spanish
Phillips Academy Andover 2005 — 2009
High School Diploma
Universidad de Granada
Spanish Language and Literature
University of California, Los Angeles 2013 — 2014
Intermediate Accounting Series, Accounting
Wells Fargo July 2013 - Present
East Coast Event Group January 2005 - July 2013
Skills
Marketing Strategy, Customer Service, Negotiation, Business Strategy, New Business Development, Goal Oriented, Revenue Forecasting, Series 7, Series 66, Life & Health Insurance..., Strategic Alliance, Rapport Building, Consultation
Education
Bucks County Community College 2011 — 2013
Post, Secondary Education
Frankford High School
H.S. Diploma
Wells Fargo Advisors August 2009 - Present
Wells Fargo March 2008 - August 2009
Wells Fargo December 2005 - March 2008
Buena Vista University January 2002 - January 2004
Buena Vista University August 2001 - January 2004
Buena Vista University August 2002 - May 2003
Skills
Windows Server, Information Security, Networking, Security, Java, PHP, VBScript, SQL, CSS, Perl, Linux, JavaScript, Technical Support, Visual Basic, Help Desk Support, HTML/XML, Troubleshooting, Active Directory
Education
Buena Vista University 2005 — 2009
BS, Computer Science
GE April 2011 - Present
Wells Fargo October 2007 - March 2011
Education
Bryant and Stratton College 2011 — 2012
Associates, Paralegal Studies
Virginia Commonwealth University 2005 — 2011
Bachelors of Science, Criminal Justice
Wells Fargo October 2014 - Present
Wells Fargo & Company April 2008 - October 2014
Wells Fargo Financial October 2005 - April 2008
Wells Fargo Financial March 2004 - September 2005
Wells Fargo Financial September 2002 - February 2004
Skills
SAS, Situational Leadership, Loans, Banking, Credit, Portfolio Management, Process Improvement, Credit Cards, Financial Risk, Business Analysis, Team Building, SQL Server 2000-2008, Reporting & Analysis, Call Center, Analytics, Technical Leadership, Leadership, Microsoft SQL Server, Analysis, Call Centers, Credit Risk, Relationship Management, Finance
Education
Buena Vista University 1998 — 2002
Business Management, MIS, Math, Marketing
Wells Fargo Home Mortgage September 2014 - Present
Wells Fargo Home Mortgage January 2011 - Present
Wells Fargo 2010 - Present
Wells Fargo Home Mortgage October 2010 - January 2011
Wells Fargo Financial May 2008 - October 2010
Skills
Loans, Credit, Mortgage Lending, Credit Analysis, Mortgage Banking, Loan Origination, Banking, Credit Risk, Refinance, Underwriting, Residential Mortgages, FHA, Consumer Lending
Education
Buena Vista University 1999 — 2003
Bachelor of Arts (B.A.), Finance and Banking
Buena Vista University
Bachelor's degree, Finance and Banking
Wawa, Inc. 2007 - 2012
Wells Fargo February 2009 - September 2009
Skills
Store Management, Loss Prevention, Retail, Merchandising, Cashiering, Inventory Control, Inventory Management, Visual Merchandising, Store Operations, Retail Sales, Shrinkage, Customer Service, Planograms, Cash Register, Profit, Customer Satisfaction, Time Management, POS, Cash Handling Experience, Microsoft Word
Education
Bucks County Community College 2007 — 2009
Accounting
Continental Bank August 2011 - Present
Wells Fargo April 1978 - January 2011
Skills
Loans, Retail Banking, Commercial Banking, Commercial Lending, Credit, Consumer Lending, Branch Management, Banking, Small Business Lending, Cross Selling, Credit Analysis, Mortgage Lending, Mortgage Banking, Loan Origination, Microsoft Word, Customer Service, Lines Of Credit
Education
Bucks County Community College
Associate's degree, Business Administration and Management, General
Broadridge Financial Solutions January 2014 - Present
New York Islanders September 2012 - May 2013
Wells Fargo May 2011 - August 2011
Skills
Retirement Planning, Investments, Banking, Financial Analysis, Mutual Funds
Education
Bryant University 2008 — 2012
Bachelor's Degree, Finance
V3 Insurance Partners April 2011 - Present
Wells Fargo July 2001 - July 2005
Americredit July 1998 - July 2001
Skills
Accounting, Account Management, Underwriting, Credit Analysis, Credit Scoring, Accounts Receivable, Accounts Payable, Insurance, Financial Analysis, Commercial Insurance, Commercial Lines, Finance, Financial Reporting, Risk Management, Cash Management, Cash Flow, Financial Risk, Credit Risk, Loan Servicing, Analysis, Credit, Liability, Professional Liability, Property & Casualty..., Reinsurance, Customer Service
Education
Temple University - Fox School of Business and Management 2011 — 2013
Bachelor of Business Administration (B.B.A.), Legal Studies, General
Bucks County Community College 2010 — 2011
Associate's degree, Paralegal
Wells Fargo February 2015 - Present
RBS Citizens, NA June 2006 - Present
Suntrust Bank January 2004 - January 2006
Claims Management Inc January 2003 - January 2004
SunTrust Bank January 2002 - January 2003
First American Real Estate January 2000 - January 2001
Marriott International January 1999 - January 2000
Skills
Microsoft Office, LPS Desktop, LPS, Loss Mitigation
Education
Bryant & Stratton College
Associate, Paralegal Studies
Berkshire Bank August 2013 - Present
Coca-Cola Refreshments August 2007 - October 2012
Wells Fargo Financial Leasing February 2003 - December 2006
Wells Fargo 2003 - 2006
Skills
Restructuring, Budgets, Financial Analysis, Portfolio Management, Litigation, Forecasting, Accounting, Finance, Risk Management, Process Improvement
Education
Bryant and Stratton College 1987 — 1989
Associate's degree, Accounting
C.W. Baker High School 1982 — 1986
SunTrust Mortgage October 2011 - Present
Wells Fargo October 2010 - October 2011
Allied International Credit May 2010 - August 2010
Skills
Loans, Mortgage Lending, Banking
Education
South University 2010 — 2011
Bryant and Stratton College 2008 — 2009
Wells Fargo August 2013 - Present
Fifth Third Bank October 2005 - November 2011
Chase/Bank One July 2004 - October 2005
Hudson News Distributors December 2002 - May 2003
Skills
Customer Service, Microsoft Excel, Microsoft Word, Banking, Time Management, Credit, Outlook, Teamwork, Operations Management
Education
Western Hills High School Cincinnati 1998 — 2001
Diploma
Bryant & Stratton College
Accounting
Self-employed 2012 - May 2014
Wells Fargo October 2010 - May 2012
Mercy Medical Center - Des Moines November 2007 - August 2010
Orange Tree Employment Screening April 2007 - November 2007
City of Mason City, Iowa Police Department October 1978 - August 2006
Skills
Outstanding..., Negotiation, Computer Proficiency, Microsoft Word, Microsoft Excel, Internet Research, Management, Employee Relations, Problem Solving, Strategic Partnerships, PowerPoint, Strategic Planning, Multitasking Skills, Highly Ambitious, Positive Can-do Attitude, Highly Reliable
Education
Drake University 1991 — 1993
Master of Business Administration (M.B.A.), Business Administration and Management, General
Buena Vista University 1989 — 1991
Bachelor of Arts (B.A.), Business Administration and Management, General
North Iowa Area Community College 1975 — 1976
Associate of Arts (A.A.), Criminal Justice/Police Science
TD March 2014 - Present
Wells Fargo April 2013 - March 2014
TD April 2009 - March 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Sales, Leadership, Microsoft Word, Team Building, Team Leadership, Time Management, Financial Analysis, Accounting, Finance, Banking
Education
Bucks County Community College 2007 — 2008
Associate's degree, Accounting and Finance
Temple University 2003 — 2006
Bachelor's degree, Music Performance, General
Citi August 2011 - Present
Wells Fargo February 2001 - August 2011
Skills
Team Building, Sales Management, Credit Analysis, Talent Management, High Performance Sales..., Strategic Partnerships, Small Business Lending, Commercial Banking, Risk Management
Education
Bucknell University 1995 — 1999
Bachelor of Science (BS), Business Administration and Management, General
Retired and enjoying time to pursue personal interests and family December 2009 - Present
Wells Fargo December 2005 - December 2009
Skills
Program Management, Windows, Teaching, Hardware, PowerPoint, Solution Selling
Education
Bryant & Stratton College - Albany 2014 — 2017
Associate’s Degree, Medical/Clinical Assistant, 4.0
Hudson Valley Community College 1994 — 1996
Associate of Arts and Sciences (A.A.S.), Criminal Justice and Corrections
SEI August 2015 - Present
First Niagara Bank June 2014 - May 2015
BBCG Productions April 2014 - June 2014
Wells Fargo September 2012 - December 2013
Market Street Advisors April 2012 - August 2012
ING Financial Partners February 2011 - February 2012
SolomonEdwards June 2009 - February 2011
Education
Bryant University 2004 — 2008
Bachelor’s Degree, Accounting and Finance