Wells Fargo Bank
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 Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Bank Salaries. You can even request information on how much does Wells Fargo Bank pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo Bank directly from the past employees.
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17,543 Wells Fargo Bank employees in database. Find out everything there's to know about Wells Fargo Bank 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 Bank Employees
Employee
Years
Job
Industry
Stephanie M. Montoya Stephanie M. Montoya's Wells Fargo Bank Experience April 2001 - March 2005
Job Relationship Advisor III at Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank July 2014 - Present
Morgan Stanley Private Bank N.A. April 2012 - July 2014
Morgan Stanley Private Bank N.A October 2010 - April 2012
Merrill Lynch Global Wealth Management January 2008 - October 2010
New York Life Insurance Company March 2005 - November 2007
Wells Fargo Bank April 2001 - March 2005
Skills
Private Banking, Credit, Wealth Management, Mortgage, Series 7, Series 66, Annuities, Life Insurance, Long Term Care, Securities Based Lending, Financial Services, Uniform Combined State..., Banking, Long-term Care, Fixed Annuities, Mortgage Lending, Portfolio Management, Loans, Securities Lending, Finance
Education
University of Denver - Daniels College of Business 1999 — 2003
BS, Finance
Silicon Valley Bank July 2014 - Present
Morgan Stanley Private Bank N.A. April 2012 - July 2014
Morgan Stanley Private Bank N.A October 2010 - April 2012
Merrill Lynch Global Wealth Management January 2008 - October 2010
New York Life Insurance Company March 2005 - November 2007
Wells Fargo Bank April 2001 - March 2005
Skills
Private Banking, Credit, Wealth Management, Mortgage, Series 7, Series 66, Annuities, Life Insurance, Long Term Care, Securities Based Lending, Financial Services, Uniform Combined State..., Banking, Long-term Care, Fixed Annuities, Mortgage Lending, Portfolio Management, Loans, Securities Lending, Finance
Education
University of Denver - Daniels College of Business 1999 — 2003
BS, Finance
Michael Flynn, MBA Michael Flynn, MBA's Wells Fargo Bank Experience August 2008 - April 2010
Job Making the world go round
Industry Telecommunications
Experience
Intrado May 2014 - Present
Alpine Bank September 2010 - June 2011
Wells Fargo Bank August 2008 - April 2010
Wells Fargo Financial September 2007 - August 2008
Skills
Notary Public, Microsoft Word, Loans, Credit, Retail Banking, Mortgage Lending, Deposits, Cash Management, Telephone Skills, Microsoft Office, Data Entry, Accounts Payable, Leadership, Customer Service, Relationship Management, Marketing, Microsoft Excel, Banking, Public Speaking, Sales, Accounting, Financial Analysis, Management, Social Media Marketing
Education
University of Colorado at Denver 2011 — 2013
MBA, International Business
University of Northern Colorado 2003 — 2007
B.S., Business/Marketing
Intrado May 2014 - Present
Alpine Bank September 2010 - June 2011
Wells Fargo Bank August 2008 - April 2010
Wells Fargo Financial September 2007 - August 2008
Skills
Notary Public, Microsoft Word, Loans, Credit, Retail Banking, Mortgage Lending, Deposits, Cash Management, Telephone Skills, Microsoft Office, Data Entry, Accounts Payable, Leadership, Customer Service, Relationship Management, Marketing, Microsoft Excel, Banking, Public Speaking, Sales, Accounting, Financial Analysis, Management, Social Media Marketing
Education
University of Colorado at Denver 2011 — 2013
MBA, International Business
University of Northern Colorado 2003 — 2007
B.S., Business/Marketing
Fae Truth's Wells Fargo Bank Experience September 2004 - August 2014
Job Sr. Private Banker at Wells Fargo Bank, Wealth Management Group
Industry Financial Services
Experience
Wells Fargo Bank, Wealth Management Group August 2014 - Present
Wells Fargo Bank September 2004 - August 2014
U.S. Bank August 2003 - August 2004
KeyBank September 2001 - August 2003
Skills
Commercial Banking, Retail Banking, Business Relationship..., Branch Banking, Loans, Credit, Banking, Commercial Lending, Small Business Lending, Portfolio Management, Cross Selling, CRM, Financial Services, Loan Origination, Investments
Education
University of Denver 1976 — 1980
Bachelor of Science, Business Administration and Management, Business Administration and Management, General
Wells Fargo Bank, Wealth Management Group August 2014 - Present
Wells Fargo Bank September 2004 - August 2014
U.S. Bank August 2003 - August 2004
KeyBank September 2001 - August 2003
Skills
Commercial Banking, Retail Banking, Business Relationship..., Branch Banking, Loans, Credit, Banking, Commercial Lending, Small Business Lending, Portfolio Management, Cross Selling, CRM, Financial Services, Loan Origination, Investments
Education
University of Denver 1976 — 1980
Bachelor of Science, Business Administration and Management, Business Administration and Management, General
Laurie Turley's Wells Fargo Bank Experience July 2005 - March 2009
Job Vice President at Trajan Wealth, L.L.C.
Industry Financial Services
Experience
Trajan Wealth, L.L.C. August 2009 - Present
Wells Fargo Investments September 2004 - August 2009
Wells Fargo Bank July 2005 - March 2009
Wells Fargo Bank June 2003 - July 2005
Wells Fargo Bank June 2003 - July 2005
Provident Bank August 2001 - May 2003
Provident Bank August 2001 - May 2003
Red Capital Markets August 2001 - May 2003
Northwestern Mutual May 2000 - July 2001
Skills
Uniform Combined State..., Finance, Series 7, Retirement Planning, Strategic Financial..., Securities, Loans, Management, Financial Analysis, Financial Advisory, Series 63, 401k, Asset Allocation, Mutual Funds
Education
University of Florida 1996 — 2000
Bachelor of Science (BS), Finance
University of Florida - Warrington College of Business Administration 1996 — 2000
BS, Finance
Trajan Wealth, L.L.C. August 2009 - Present
Wells Fargo Investments September 2004 - August 2009
Wells Fargo Bank July 2005 - March 2009
Wells Fargo Bank June 2003 - July 2005
Wells Fargo Bank June 2003 - July 2005
Provident Bank August 2001 - May 2003
Provident Bank August 2001 - May 2003
Red Capital Markets August 2001 - May 2003
Northwestern Mutual May 2000 - July 2001
Skills
Uniform Combined State..., Finance, Series 7, Retirement Planning, Strategic Financial..., Securities, Loans, Management, Financial Analysis, Financial Advisory, Series 63, 401k, Asset Allocation, Mutual Funds
Education
University of Florida 1996 — 2000
Bachelor of Science (BS), Finance
University of Florida - Warrington College of Business Administration 1996 — 2000
BS, Finance
Shannon Stone Shannon Stone's Wells Fargo Bank Experience June 2003 - August 2013
Job Senior Relationship Manager AMG National Trust Bank
Industry Financial Services
Experience
Rockies Venture Club July 2014 - Present
Corporate Tee Box August 2013 - Present
AMG National Trust Bank August 2013 - Present
Yippiekiyay Nonprofit Solutions February 2015 - Present
Wells Fargo Bank June 2003 - August 2013
Skills
Financial Analysis, Customer Relations, Management Consulting, Customer Service, Finance, Loans, Commercial Banking, Business Planning, Banking, Credit, Marketing, Small Business, Entrepreneurship, Strategic Planning, Business Analysis, Team Building, Business Development, Leadership, Portfolio Management, Mergers & Acquisitions, Risk Management, Long-term Customer..., Investments, Commercial Lending, Treasury Management, Executive Management, Accounting, Small Business Lending, Due Diligence, Strategic Financial..., Financial Modeling, Credit Analysis
Education
University of Denver - Daniels College of Business 1995 — 2001
International MBA, Business, Finance, Economics, Marketing, Spanish
University of Denver - Daniels College of Business 1996 — 2000
BSBA International Business, Finance, Marketing
Rockies Venture Club July 2014 - Present
Corporate Tee Box August 2013 - Present
AMG National Trust Bank August 2013 - Present
Yippiekiyay Nonprofit Solutions February 2015 - Present
Wells Fargo Bank June 2003 - August 2013
Skills
Financial Analysis, Customer Relations, Management Consulting, Customer Service, Finance, Loans, Commercial Banking, Business Planning, Banking, Credit, Marketing, Small Business, Entrepreneurship, Strategic Planning, Business Analysis, Team Building, Business Development, Leadership, Portfolio Management, Mergers & Acquisitions, Risk Management, Long-term Customer..., Investments, Commercial Lending, Treasury Management, Executive Management, Accounting, Small Business Lending, Due Diligence, Strategic Financial..., Financial Modeling, Credit Analysis
Education
University of Denver - Daniels College of Business 1995 — 2001
International MBA, Business, Finance, Economics, Marketing, Spanish
University of Denver - Daniels College of Business 1996 — 2000
BSBA International Business, Finance, Marketing
Mary Jo MaryJo Gandy Mary Jo MaryJo Gandy's Wells Fargo Bank Experience June 2000 - Present
Job Business Banking Regional Project Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank June 2000 - Present
KeyBank June 1997 - June 2000
Norwest Bank June 1995 - June 1997
Skills
Banking, Treasury Management, Mortgage Banking, Mortgage Lending, Commercial Banking, Commercial Lending, Credit, Loans, Portfolio Management, Relationship Management, Cross Selling
Education
East Field Community College
University of Colorado at Denver
Wells Fargo Bank June 2000 - Present
KeyBank June 1997 - June 2000
Norwest Bank June 1995 - June 1997
Skills
Banking, Treasury Management, Mortgage Banking, Mortgage Lending, Commercial Banking, Commercial Lending, Credit, Loans, Portfolio Management, Relationship Management, Cross Selling
Education
East Field Community College
University of Colorado at Denver
LeRoy Payne LeRoy Payne's Wells Fargo Bank Experience January 2002 - Present
Job Senior Regional Credit Officer at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank January 2002 - Present
Wells Fargo 1981 - Present
Education
University of Denver 1981 — 1982
Master of Business Administration (MBA), Finance, General
Wells Fargo Bank January 2002 - Present
Wells Fargo 1981 - Present
Education
University of Denver 1981 — 1982
Master of Business Administration (MBA), Finance, General
Robert Dwyer Robert Dwyer's Wells Fargo Bank Experience January 2009 - Present
Job Vice President at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank January 2009 - Present
Wachovia, A Wells Fargo Company June 2001 - December 2008
Wachovia, A Wells Fargo Company January 1992 - May 2001
BNY Mellon January 1990 - December 1991
BNY Mellon January 1986 - December 1990
BNY Mellon April 1984 - December 1985
Skills
Trade Finance, Underwriting, Banking, Consumer Lending, Credit Analysis, Mortgage Lending, Credit, Risk Management, Branch Banking, Vendor Management, Treasury Management, Portfolio Management, Cash Management, Commercial Banking, Payments, Loans, SDLC, Loan Origination, Strategy, Relationship Management, Financial Services, Finance, Investments, Commercial Lending, Investment Banking, Credit Risk, Program Management, Process Improvement, Business Strategy, Financial Risk, Business Analysis, Insurance, Business Development, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 1978 — 1981
MBA, Finance
University of Connecticut 1971 — 1974
BS, Finance
Avon High School
Wells Fargo Bank January 2009 - Present
Wachovia, A Wells Fargo Company June 2001 - December 2008
Wachovia, A Wells Fargo Company January 1992 - May 2001
BNY Mellon January 1990 - December 1991
BNY Mellon January 1986 - December 1990
BNY Mellon April 1984 - December 1985
Skills
Trade Finance, Underwriting, Banking, Consumer Lending, Credit Analysis, Mortgage Lending, Credit, Risk Management, Branch Banking, Vendor Management, Treasury Management, Portfolio Management, Cash Management, Commercial Banking, Payments, Loans, SDLC, Loan Origination, Strategy, Relationship Management, Financial Services, Finance, Investments, Commercial Lending, Investment Banking, Credit Risk, Program Management, Process Improvement, Business Strategy, Financial Risk, Business Analysis, Insurance, Business Development, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 1978 — 1981
MBA, Finance
University of Connecticut 1971 — 1974
BS, Finance
Avon High School
Tyler Heun's Wells Fargo Bank Experience April 2004 - October 2005
Job Business Development Paymentech Commercial Banking at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. December 2014 - Present
JPMorgan Chase & Co. December 2012 - December 2014
JPMorgan Chase & Co. January 2011 - December 2012
Qwest Communications April 2009 - November 2010
Northwestern Mutual May 2008 - April 2009
National Research Corporation May 2007 - April 2008
Nelnet October 2005 - May 2007
Wells Fargo Bank April 2004 - October 2005
Skills
Banking, Financial Analysis, Commercial Banking, Business Development, Management, Finance, Business Strategy, Sales, Strategy, Strategic Planning, Relationship Management, Leadership, Business Writing, Consultation, Business Relationship..., business banking, New Business Development, Treasury Services, Treasury Management, Direct Sales, Business Analysis, Conflict Resolution, Receivables, Payments, Healthcare, Merchant Services
Education
University of Denver - Daniels College of Business 2010 — 2012
MBA
University of Nebraska-Lincoln 2003 — 2007
Bachelors of Science Business Administration, Marketing Major, Management Minor
JPMorgan Chase & Co. December 2014 - Present
JPMorgan Chase & Co. December 2012 - December 2014
JPMorgan Chase & Co. January 2011 - December 2012
Qwest Communications April 2009 - November 2010
Northwestern Mutual May 2008 - April 2009
National Research Corporation May 2007 - April 2008
Nelnet October 2005 - May 2007
Wells Fargo Bank April 2004 - October 2005
Skills
Banking, Financial Analysis, Commercial Banking, Business Development, Management, Finance, Business Strategy, Sales, Strategy, Strategic Planning, Relationship Management, Leadership, Business Writing, Consultation, Business Relationship..., business banking, New Business Development, Treasury Services, Treasury Management, Direct Sales, Business Analysis, Conflict Resolution, Receivables, Payments, Healthcare, Merchant Services
Education
University of Denver - Daniels College of Business 2010 — 2012
MBA
University of Nebraska-Lincoln 2003 — 2007
Bachelors of Science Business Administration, Marketing Major, Management Minor
Joseph Riggs Joseph Riggs's Wells Fargo Bank Experience July 2009 - July 2012
Job SVP, Market Manager at USAmeriBank
Industry Banking
Experience
USAmeriBank August 2012 - Present
Wells Fargo Bank July 2009 - July 2012
Wachovia Bank August 1995 - July 2009
Wachovia 2000 - 2009
First Union National Bank 1990 - 1995
Skills
Sales Management, Loans, Credit, Strategic Planning, Leadership Development, Performance Management, Cross Selling
Education
University of Florida 1984 — 1988
BS, Advertising and Journalism, Advertising/Marketing
USAmeriBank August 2012 - Present
Wells Fargo Bank July 2009 - July 2012
Wachovia Bank August 1995 - July 2009
Wachovia 2000 - 2009
First Union National Bank 1990 - 1995
Skills
Sales Management, Loans, Credit, Strategic Planning, Leadership Development, Performance Management, Cross Selling
Education
University of Florida 1984 — 1988
BS, Advertising and Journalism, Advertising/Marketing
Nicholas Kaniaris Nicholas Kaniaris's Wells Fargo Bank Experience August 2010 - March 2013
Job Relationship Manager at PNC
Industry Banking
Experience
PNC September 2014 - Present
JPMorgan Chase March 2013 - September 2014
Wells Fargo Bank August 2010 - March 2013
Wells Fargo Bank August 2009 - July 2010
Wachovia Bank January 2007 - August 2009
Wachovia Bank September 2003 - December 2006
Skills
Series 7, Credit, Banking, Loans, Small Business Lending, Commercial Lending, Credit Analysis, Series 63, Cross Selling, Financial Analysis, Relationship Management, Cash Flow, Lines Of Credit, Loan Origination, Commercial Mortgages, Treasury Management, FINRA, Cash Management, Commercial Banking, Mortgage Lending, Credit Risk, Portfolio Management, Finance, Leadership, Consumer Lending, Financial Risk, Asset Based Lending, Deposits, Underwriting, Retail Banking, Investments, SBA
Education
University of Florida 2006 — 2008
MBA, Business
University of South Florida 1997 — 2000
Bachelor of Science (BS), Psychology
PNC September 2014 - Present
JPMorgan Chase March 2013 - September 2014
Wells Fargo Bank August 2010 - March 2013
Wells Fargo Bank August 2009 - July 2010
Wachovia Bank January 2007 - August 2009
Wachovia Bank September 2003 - December 2006
Skills
Series 7, Credit, Banking, Loans, Small Business Lending, Commercial Lending, Credit Analysis, Series 63, Cross Selling, Financial Analysis, Relationship Management, Cash Flow, Lines Of Credit, Loan Origination, Commercial Mortgages, Treasury Management, FINRA, Cash Management, Commercial Banking, Mortgage Lending, Credit Risk, Portfolio Management, Finance, Leadership, Consumer Lending, Financial Risk, Asset Based Lending, Deposits, Underwriting, Retail Banking, Investments, SBA
Education
University of Florida 2006 — 2008
MBA, Business
University of South Florida 1997 — 2000
Bachelor of Science (BS), Psychology
Jeffrey Petri Jeffrey Petri's Wells Fargo Bank Experience January 2010 - February 2013
Job AssociateRestructuring/M&A at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities February 2013 - Present
Wells Fargo Bank January 2010 - February 2013
AmericanWest Bank March 2009 - January 2010
Education
University of Denver - Daniels College of Business
BSBA, Finance/Marketing
University of Denver - Daniels College of Business
MBA, Finance
Wells Fargo Securities February 2013 - Present
Wells Fargo Bank January 2010 - February 2013
AmericanWest Bank March 2009 - January 2010
Education
University of Denver - Daniels College of Business
BSBA, Finance/Marketing
University of Denver - Daniels College of Business
MBA, Finance
James Cullen's Wells Fargo Bank Experience 1998 - 2010
Job J.D. Cullen & Co., Inc
Industry Financial Services
Experience
J.D. Cullen & Co., Inc. 1993 - Present
C.D. Stimson Company 1995 - Present
Seattle Opera 1987 - Present
Seattle Opera Foundation 2004 - Present
The Asian Banker 2013 - Present
Old Asia Hands Society 1971 - Present
Wells Fargo Bank 1998 - 2010
US Bancorp 1995 - 1998
Bank of America 1987 - 1993
Rainier Bank 1982 - 1987
Education
University of Denver - Daniels College of Business 1965 — 1968
BSBA, Marketing and Finance
Holy Cross High School, New York 1958 — 1962
College Prep
J.D. Cullen & Co., Inc. 1993 - Present
C.D. Stimson Company 1995 - Present
Seattle Opera 1987 - Present
Seattle Opera Foundation 2004 - Present
The Asian Banker 2013 - Present
Old Asia Hands Society 1971 - Present
Wells Fargo Bank 1998 - 2010
US Bancorp 1995 - 1998
Bank of America 1987 - 1993
Rainier Bank 1982 - 1987
Education
University of Denver - Daniels College of Business 1965 — 1968
BSBA, Marketing and Finance
Holy Cross High School, New York 1958 — 1962
College Prep
Stephanie Helmick Stephanie Helmick's Wells Fargo Bank Experience June 2008 - January 2011
Job Accountant at Martin Harper, PC
Industry Accounting
Experience
Martin Harper, PC February 2011 - Present
Wells Fargo Bank June 2008 - January 2011
Skills
Accounts Receivable, Microsoft Excel, Customer Service, Financial Analysis, Microsoft Office, Microsoft Word, Budgets
Education
University of Colorado at Colorado Springs 2007 — 2011
BS in Business, Finance
Martin Harper, PC February 2011 - Present
Wells Fargo Bank June 2008 - January 2011
Skills
Accounts Receivable, Microsoft Excel, Customer Service, Financial Analysis, Microsoft Office, Microsoft Word, Budgets
Education
University of Colorado at Colorado Springs 2007 — 2011
BS in Business, Finance
Shelby Morita-Fowler Shelby Morita-Fowler's Wells Fargo Bank Experience February 2007 - July 2011
Job VP, Research Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2015 - Present
Wells Fargo October 2012 - December 2014
Wells Fargo July 2011 - October 2012
Wells Fargo Bank February 2007 - July 2011
Wells Fargo Bank June 2001 - February 2007
Socratic Technologies May 2000 - June 2001
Skills
Segmentation, User Research, Usability Testing, Data Analysis, Customer Insight, Focus Groups, Analytics, Quantitative Research, Quantitative Analytics
Education
University of Nevada-Las Vegas 1998 — 2000
M.A., Congitive Psychology
University of Nevada-Las Vegas 1995 — 1997
B.A., Psychology
University of Denver 1992 — 1995
Wells Fargo January 2015 - Present
Wells Fargo October 2012 - December 2014
Wells Fargo July 2011 - October 2012
Wells Fargo Bank February 2007 - July 2011
Wells Fargo Bank June 2001 - February 2007
Socratic Technologies May 2000 - June 2001
Skills
Segmentation, User Research, Usability Testing, Data Analysis, Customer Insight, Focus Groups, Analytics, Quantitative Research, Quantitative Analytics
Education
University of Nevada-Las Vegas 1998 — 2000
M.A., Congitive Psychology
University of Nevada-Las Vegas 1995 — 1997
B.A., Psychology
University of Denver 1992 — 1995
Jon Eager's Wells Fargo Bank Experience 2007 - 2008
Job Brewer at Indeed Brewing Company
Industry Wine and Spirits
Experience
Indeed Brewing Company April 2015 - Present
The Infidels November 2006 - Present
HammerHeart Brewing Company August 2013 - April 2015
Northern Brewer October 2012 - September 2013
Jon Eager Photography LLC 2009 - January 2013
BMO Harris Bank 2008 - October 2012
Wells Fargo Bank 2007 - 2008
A Fine Grind 2006 - 2008
Kendall Hunt Publishing Company 2003 - 2004
Skills
Music Videos, Vocal Performance, Digital Photography, Photoshop, Photo Editing, Music Production, Creative Writing, Personal Finance, Guitarist, Commercial Photography, Commercial Brewing, Recipe Formulation, Fermentation, Creative Problem Solving, Event Planning, Small Business..., Organizational Design, Staff Management, Staff Supervision, Composing, Cash Handling, Staff Training, Bassist, Photojournalism, Creative Industries
Education
University of Dubuque 2000 — 2004
BA Science, Computer Graphic Design
Western Dubuque 1996 — 2000
High School Diploma
Indeed Brewing Company April 2015 - Present
The Infidels November 2006 - Present
HammerHeart Brewing Company August 2013 - April 2015
Northern Brewer October 2012 - September 2013
Jon Eager Photography LLC 2009 - January 2013
BMO Harris Bank 2008 - October 2012
Wells Fargo Bank 2007 - 2008
A Fine Grind 2006 - 2008
Kendall Hunt Publishing Company 2003 - 2004
Skills
Music Videos, Vocal Performance, Digital Photography, Photoshop, Photo Editing, Music Production, Creative Writing, Personal Finance, Guitarist, Commercial Photography, Commercial Brewing, Recipe Formulation, Fermentation, Creative Problem Solving, Event Planning, Small Business..., Organizational Design, Staff Management, Staff Supervision, Composing, Cash Handling, Staff Training, Bassist, Photojournalism, Creative Industries
Education
University of Dubuque 2000 — 2004
BA Science, Computer Graphic Design
Western Dubuque 1996 — 2000
High School Diploma
Steve Philips Steve Philips's Wells Fargo Bank Experience June 1992 - August 1993
Job Principal, Brookwell Capital Partners, LLC
Industry Real Estate
Experience
Brookwell Capital Partners, LLC July 2012 - Present
Centerras, LLC April 2013 - May 2014
Key Property Brokers, LLC January 2012 - May 2014
Key Property Solutions, LLC November 2010 - December 2011
The Investor's Agent, LLC September 2009 - November 2010
Gateway Realty July 2006 - September 2009
Let's Eat Enterprises, Inc. May 2003 - June 2006
Siebel Systems October 1999 - April 2003
Oracle Corporation September 1993 - September 1999
Wells Fargo Bank June 1992 - August 1993
Skills
Investment Properties, Real Estate, Investors, Property Management, REO, Rentals, Single Family Homes, Property, HUD, SFR, Foreclosures, Real Estate Transactions, Sellers, Real Property, Commercial Real Estate, Selling, Buyers, Portfolio Management, Short Sales, Leases, Management, Equities, Mortgage Lending, Income Properties, Residential Homes, Buyer Representation, Referrals, Brokerage, CRM, Enterprise Software, Sales Management, Solution Selling, Sales
Education
University of Delaware 1986 — 1990
B.A., Mass Communication
Brookwell Capital Partners, LLC July 2012 - Present
Centerras, LLC April 2013 - May 2014
Key Property Brokers, LLC January 2012 - May 2014
Key Property Solutions, LLC November 2010 - December 2011
The Investor's Agent, LLC September 2009 - November 2010
Gateway Realty July 2006 - September 2009
Let's Eat Enterprises, Inc. May 2003 - June 2006
Siebel Systems October 1999 - April 2003
Oracle Corporation September 1993 - September 1999
Wells Fargo Bank June 1992 - August 1993
Skills
Investment Properties, Real Estate, Investors, Property Management, REO, Rentals, Single Family Homes, Property, HUD, SFR, Foreclosures, Real Estate Transactions, Sellers, Real Property, Commercial Real Estate, Selling, Buyers, Portfolio Management, Short Sales, Leases, Management, Equities, Mortgage Lending, Income Properties, Residential Homes, Buyer Representation, Referrals, Brokerage, CRM, Enterprise Software, Sales Management, Solution Selling, Sales
Education
University of Delaware 1986 — 1990
B.A., Mass Communication
Krista Pankopf's Wells Fargo Bank Experience 1997 - 2004
Job Senior Private Banker, Vice President
Industry Financial Services
Experience
Fifth Third Bank May 2004 - Present
Wells Fargo Bank 1997 - 2004
Skills
Credit, Loans, Leadership, Commercial Lending, Portfolio Management, Small Business Lending, Banking, Commercial Banking, Financial Analysis, Credit Analysis, Treasury Management, Finance, Underwriting, Loan Origination, Mortgage Lending, Wealth Management
Education
University of Denver - Daniels College of Business 2000 — 2002
MBA
University of Colorado At Colorado Springs 1993 — 1998
Bachelor of Science in Business, Finance
Fifth Third Bank May 2004 - Present
Wells Fargo Bank 1997 - 2004
Skills
Credit, Loans, Leadership, Commercial Lending, Portfolio Management, Small Business Lending, Banking, Commercial Banking, Financial Analysis, Credit Analysis, Treasury Management, Finance, Underwriting, Loan Origination, Mortgage Lending, Wealth Management
Education
University of Denver - Daniels College of Business 2000 — 2002
MBA
University of Colorado At Colorado Springs 1993 — 1998
Bachelor of Science in Business, Finance
Melissa Denison Melissa Denison's Wells Fargo Bank Experience November 2011 - May 2013
Job Retail Small Business Consultant
Industry Banking
Experience
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
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
Brad Nelson, CPM MPA Brad Nelson, CPM MPA's Wells Fargo Bank Experience December 2006 - December 2010
Job Real Estate Investment Consultant at Wells Fargo Bank
Industry Real Estate
Experience
Wells Fargo Bank N.A. November 2011 - Present
Wells Fargo Bank N.A. December 2010 - November 2011
Wells Fargo Bank December 2006 - December 2010
Bridge Property Management June 2004 - December 2006
Skills
Real Estate Investment, Asset Management, Real Estate, Portfolio Management, Asset, Property Management, Dispositions, Investments, Asset Managment, Investment Properties, Foreclosures, Real Estate Transactions, Disposition, Budgets, Real Estate Economics, Leases, Finance, Contract Negotiation
Education
Winona State University 1988 — 1992
Business Administration, Physics, Aviation, Airway Science Management
University of Colorado at Denver
Masters, Public Administration, Finance
Wells Fargo Bank N.A. November 2011 - Present
Wells Fargo Bank N.A. December 2010 - November 2011
Wells Fargo Bank December 2006 - December 2010
Bridge Property Management June 2004 - December 2006
Skills
Real Estate Investment, Asset Management, Real Estate, Portfolio Management, Asset, Property Management, Dispositions, Investments, Asset Managment, Investment Properties, Foreclosures, Real Estate Transactions, Disposition, Budgets, Real Estate Economics, Leases, Finance, Contract Negotiation
Education
Winona State University 1988 — 1992
Business Administration, Physics, Aviation, Airway Science Management
University of Colorado at Denver
Masters, Public Administration, Finance
Michael Quintana Michael Quintana's Wells Fargo Bank Experience August 2010 - November 2011
Job Network Analyst at DentaQuest
Industry Insurance
Experience
DentaQuest November 2011 - Present
Wells Fargo Bank August 2010 - November 2011
Miami Heat May 2010 - August 2010
Canaan Valley Resort January 2008 - May 2008
Circuit City August 2003 - December 2007
Skills
Sales, Email Marketing, Accounting, Customer Service, Retail, Accounts Payable, Entrepreneurship, Pricing, Asset Allocation, Financial Analysis, Financial Modeling, Microsoft Excel, Payments, Consolidation, PowerPoint, Microsoft Office, Outlook, Marketing
Education
University of Florida 2007 — 2010
Bachlors, Resource Economics
South Miami High
South Miami High
University of Florida
DentaQuest November 2011 - Present
Wells Fargo Bank August 2010 - November 2011
Miami Heat May 2010 - August 2010
Canaan Valley Resort January 2008 - May 2008
Circuit City August 2003 - December 2007
Skills
Sales, Email Marketing, Accounting, Customer Service, Retail, Accounts Payable, Entrepreneurship, Pricing, Asset Allocation, Financial Analysis, Financial Modeling, Microsoft Excel, Payments, Consolidation, PowerPoint, Microsoft Office, Outlook, Marketing
Education
University of Florida 2007 — 2010
Bachlors, Resource Economics
South Miami High
South Miami High
University of Florida
Otto Kern Otto Kern's Wells Fargo Bank Experience 2001 - 2010
Job Partner at Towle Financial Services
Industry Financial Services
Experience
Bellwether Enterprise September 2014 - Present
Wells Fargo Bank 2001 - 2010
Education
University of Detroit Mercy 1975 — 1979
MBA, Finance/Marketing
Albion College 1970 — 1974
B.A., Economics
Bellwether Enterprise September 2014 - Present
Wells Fargo Bank 2001 - 2010
Education
University of Detroit Mercy 1975 — 1979
MBA, Finance/Marketing
Albion College 1970 — 1974
B.A., Economics
Devon Glynn's Wells Fargo Bank Experience August 2011 - August 2012
Job Pleasant View Volunteer Firefighter seeking further Emergency Medical Experience
Industry Medical Practice
Experience
American Medical Response February 2014 - Present
The Home Depot April 2013 - Present
Saint Anthony's Health Center August 2012 - February 2013
Wells Fargo Bank August 2011 - August 2012
US Army October 2010 - April 2011
University of Florida 2009 - 2010
Skills
Leadership, Customer Service, Emergency Medicine, Analysis, Management
Education
University of Florida 2006 — 2010
Bachelor of Science, Psychology, Linguistics
American Medical Response February 2014 - Present
The Home Depot April 2013 - Present
Saint Anthony's Health Center August 2012 - February 2013
Wells Fargo Bank August 2011 - August 2012
US Army October 2010 - April 2011
University of Florida 2009 - 2010
Skills
Leadership, Customer Service, Emergency Medicine, Analysis, Management
Education
University of Florida 2006 — 2010
Bachelor of Science, Psychology, Linguistics
Coleen Walls's Wells Fargo Bank Experience June 2009 - January 2011
Job Fraud Analyst at Bank of America
Industry Banking
Experience
Bank of America March 2015 - Present
U. S. Postal Service January 2015 - Present
Bank of America November 2013 - November 2014
Bank of America February 2013 - November 2014
Bank of America April 2011 - February 2013
Wells Fargo Bank June 2009 - January 2011
MBNA October 1987 - May 2009
Skills
Customer Service, PowerPoint, Excel, Microsoft Excel, Banking, Credit Cards, Credit, Training, Credit Analysis, Call Centers, Loans, Process Improvement, Risk Management, Finance, Leadership, Software Documentation, Program Management
Education
University of Delaware 1981 — 1987
Bachelor of Arts (B.A.), English/Journalism with a minor in Women's Studies
American Institute of Banking 1988 — 1995
General Banking, General Banking Certicate
William Penn High School 1977 — 1981
High School Diploma, College Preparatory
Bank of America March 2015 - Present
U. S. Postal Service January 2015 - Present
Bank of America November 2013 - November 2014
Bank of America February 2013 - November 2014
Bank of America April 2011 - February 2013
Wells Fargo Bank June 2009 - January 2011
MBNA October 1987 - May 2009
Skills
Customer Service, PowerPoint, Excel, Microsoft Excel, Banking, Credit Cards, Credit, Training, Credit Analysis, Call Centers, Loans, Process Improvement, Risk Management, Finance, Leadership, Software Documentation, Program Management
Education
University of Delaware 1981 — 1987
Bachelor of Arts (B.A.), English/Journalism with a minor in Women's Studies
American Institute of Banking 1988 — 1995
General Banking, General Banking Certicate
William Penn High School 1977 — 1981
High School Diploma, College Preparatory
Todd Sommers Todd Sommers's Wells Fargo Bank Experience December 2004 - August 2005
Job Manager of Business Development at American Express
Industry Financial Services
Experience
American Express December 2006 - January 2012
Wells Fargo Bank December 2004 - August 2005
MICROS Systems Inc January 2004 - January 2005
Auto-Chlor Systems November 1998 - November 2004
Lodo Restaurant Group January 1993 - January 1998
Education
University of Denver
S.B.A, Marketing
American Express December 2006 - January 2012
Wells Fargo Bank December 2004 - August 2005
MICROS Systems Inc January 2004 - January 2005
Auto-Chlor Systems November 1998 - November 2004
Lodo Restaurant Group January 1993 - January 1998
Education
University of Denver
S.B.A, Marketing
Art Gomez Art Gomez's Wells Fargo Bank Experience June 2008 - Present
Job Analytic Consultant at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank June 2008 - Present
Federal Deposit Insurance Corporation October 1990 - June 1994
Skills
Business Analytics, Predictive Analytics, Data Analytics, Business Analysis, Project Implementation, Strategy Implementation, Project Management, Database Development, Data Mining, Consulting, Process Improvement, Financial Analysis, Public Speaking, Training, Visio, Program Management, Risk Management, Customer Service, Strategic Planning, Leadership, SDLC, Management, Team Building, Banking, Analysis, Budgets
Education
University of Colorado Colorado Springs 2007 — 2010
MBA
Wells Fargo Bank June 2008 - Present
Federal Deposit Insurance Corporation October 1990 - June 1994
Skills
Business Analytics, Predictive Analytics, Data Analytics, Business Analysis, Project Implementation, Strategy Implementation, Project Management, Database Development, Data Mining, Consulting, Process Improvement, Financial Analysis, Public Speaking, Training, Visio, Program Management, Risk Management, Customer Service, Strategic Planning, Leadership, SDLC, Management, Team Building, Banking, Analysis, Budgets
Education
University of Colorado Colorado Springs 2007 — 2010
MBA
Heather Pettigrew Heather Pettigrew's Wells Fargo Bank Experience 1995 - 2009
Job Independent Sales Agent at Independent Insurance Agent
Industry Internet
Experience
Independent Insurance Agent August 2013 - Present
Humana May 2011 - August 2013
eHealthInsurance February 2010 - May 2011
Wells Fargo Insurance Services 2007 - 2009
Wells Fargo Bank 1995 - 2009
Skills
Insurance, Health Insurance, Account Management, Underwriting, Sales, Team Building, Customer Service, Leadership, Management, Employee Benefits, Sales Management, Training, Customer Retention, Disability Insurance, Cold Calling, Life Insurance, Call Centers, Strategic Planning, Business Development, Process Improvement, Coaching, Customer Satisfaction, Marketing, Marketing Strategy, New Business Development, Term Life Insurance, CRM
Education
University of Delaware 1992 — 1994
Finance and Marketing
Independent Insurance Agent August 2013 - Present
Humana May 2011 - August 2013
eHealthInsurance February 2010 - May 2011
Wells Fargo Insurance Services 2007 - 2009
Wells Fargo Bank 1995 - 2009
Skills
Insurance, Health Insurance, Account Management, Underwriting, Sales, Team Building, Customer Service, Leadership, Management, Employee Benefits, Sales Management, Training, Customer Retention, Disability Insurance, Cold Calling, Life Insurance, Call Centers, Strategic Planning, Business Development, Process Improvement, Coaching, Customer Satisfaction, Marketing, Marketing Strategy, New Business Development, Term Life Insurance, CRM
Education
University of Delaware 1992 — 1994
Finance and Marketing
Robert Carette Robert Carette's Wells Fargo Bank Experience 1987 - 1992
Job Owner / General Manager at Marina Cay Resort
Industry Hospitality
Experience
Marina Cay Resort January 2015 - Present
Bank of Glacier County, a branch of Flathead Bank October 2007 - March 2015
Flathead Bank April 2006 - March 2015
Bank of Glacier County October 2004 - April 2006
Native American Bank September 2001 - October 2004
Deluxe Corporation February 1997 - February 1999
Wells Fargo Bank 1987 - 1992
Skills
Credit Analysis, Banking, Financial Analysis, Credit Risk, Commercial Lending, Commercial Banking, Credit Administration, Marketing Research, Retail Banking, Business Administration, Credit, Board Governance, Non-profit Boards, Business Development, Loans, Strategy, Finance, Management, Loan Origination, Cash Flow, Commercial Mortgages, Asset Based Lending, Consumer Lending, Risk Management, Financial Risk, Lines Of Credit, Construction Loans, Cash Management, Relationship Management, Cash Flow Lending, Branch Banking, Small Business Lending, Treasury Management, Financial Services, Financial Structuring, Leadership, Mortgage Lending, Investments, Underwriting, Small Business, Executive Management, Mergers & Acquisitions
Education
Graduate School of Banking at Colorado 2012 — 2014
Diploma of Graduation - 2014, Banking Administration
Western Agricultural Banking School 2003 — 2004
Agricultural Lending and Credit Analyis
University of Denver - Daniels College of Business 1979 — 1983
College of Business Administration
Marina Cay Resort January 2015 - Present
Bank of Glacier County, a branch of Flathead Bank October 2007 - March 2015
Flathead Bank April 2006 - March 2015
Bank of Glacier County October 2004 - April 2006
Native American Bank September 2001 - October 2004
Deluxe Corporation February 1997 - February 1999
Wells Fargo Bank 1987 - 1992
Skills
Credit Analysis, Banking, Financial Analysis, Credit Risk, Commercial Lending, Commercial Banking, Credit Administration, Marketing Research, Retail Banking, Business Administration, Credit, Board Governance, Non-profit Boards, Business Development, Loans, Strategy, Finance, Management, Loan Origination, Cash Flow, Commercial Mortgages, Asset Based Lending, Consumer Lending, Risk Management, Financial Risk, Lines Of Credit, Construction Loans, Cash Management, Relationship Management, Cash Flow Lending, Branch Banking, Small Business Lending, Treasury Management, Financial Services, Financial Structuring, Leadership, Mortgage Lending, Investments, Underwriting, Small Business, Executive Management, Mergers & Acquisitions
Education
Graduate School of Banking at Colorado 2012 — 2014
Diploma of Graduation - 2014, Banking Administration
Western Agricultural Banking School 2003 — 2004
Agricultural Lending and Credit Analyis
University of Denver - Daniels College of Business 1979 — 1983
College of Business Administration
Cecilia Bruno Cecilia Bruno's Wells Fargo Bank Experience August 2010 - November 2011
Job Relationship Banker at iBeriaBank
Industry Banking
Experience
IBERIABANK October 2012 - Present
Georgia Commerce Bank October 2011 - October 2012
Wells Fargo Bank August 2010 - November 2011
Nordstrom March 2008 - August 2008
Skills
Credit, Financial Analysis, Banking, Microsoft Excel, Loans, Sales, Consumer Lending, Relationship Management, Adobe Creative Suite, Market Research, Customer Service, Retail Banking, Project Planning
Education
University of Denver 2006 — 2010
Bachelor of Arts (B.A.), Fine/Studio Arts, General
IBERIABANK October 2012 - Present
Georgia Commerce Bank October 2011 - October 2012
Wells Fargo Bank August 2010 - November 2011
Nordstrom March 2008 - August 2008
Skills
Credit, Financial Analysis, Banking, Microsoft Excel, Loans, Sales, Consumer Lending, Relationship Management, Adobe Creative Suite, Market Research, Customer Service, Retail Banking, Project Planning
Education
University of Denver 2006 — 2010
Bachelor of Arts (B.A.), Fine/Studio Arts, General
Tom Ward Tom Ward's Wells Fargo Bank Experience March 2010 - November 2011
Job IT Architect at Belk
Industry Information Technology and Services
Experience
Belk March 2015 - Present
Hewlett-Packard Enterprise July 2013 - January 2015
Ally Financial Services via KForce Consulting February 2013 - April 2013
Bank of America via Teksystems September 2011 - February 2013
Wells Fargo Bank March 2010 - November 2011
TIAA-CREF July 2009 - March 2010
Wachovia, A Wells Fargo Company August 1999 - July 2009
KoSa (a.k.a Trevira and Hoechst Celanese Corporation) March 1987 - August 1999
Solvay Polymers Corporation June 1981 - March 1987
E.I. DuPont de Nemours and Company July 1979 - May 1981
Skills
Solution Architecture, Data Center, Cloud Computing, Virtualization, Enterprise Architecture, Mobile Applications, Process Engineering, Supply Chain Management, Distributed Systems, Portfolio Management, Project Management, Security, Asset Managment, Process Modeling, CRM, E-commerce, Program Management, Business Analysis, SOA, IT Strategy, Business Requirements, Leadership, Infrastructure, SDLC, Visio, Management, VMware, SharePoint, Vendor Management, Databases, Integration, Requirements Analysis, Strategy, Disaster Recovery, Software Documentation, Software Development, Cross-functional Team..., Enterprise Software, IT Management, Information Security, Project Portfolio..., PMP, Business Intelligence, System Deployment, Software Project..., Business Process, PMO, ITIL, Governance, Information Technology
Education
Xavier University - Williams College of Business 1989 — 1991
MBA, Exceutive MBA in Management
University of Delaware 1975 — 1979
BS, Chemical Engineering
Belk March 2015 - Present
Hewlett-Packard Enterprise July 2013 - January 2015
Ally Financial Services via KForce Consulting February 2013 - April 2013
Bank of America via Teksystems September 2011 - February 2013
Wells Fargo Bank March 2010 - November 2011
TIAA-CREF July 2009 - March 2010
Wachovia, A Wells Fargo Company August 1999 - July 2009
KoSa (a.k.a Trevira and Hoechst Celanese Corporation) March 1987 - August 1999
Solvay Polymers Corporation June 1981 - March 1987
E.I. DuPont de Nemours and Company July 1979 - May 1981
Skills
Solution Architecture, Data Center, Cloud Computing, Virtualization, Enterprise Architecture, Mobile Applications, Process Engineering, Supply Chain Management, Distributed Systems, Portfolio Management, Project Management, Security, Asset Managment, Process Modeling, CRM, E-commerce, Program Management, Business Analysis, SOA, IT Strategy, Business Requirements, Leadership, Infrastructure, SDLC, Visio, Management, VMware, SharePoint, Vendor Management, Databases, Integration, Requirements Analysis, Strategy, Disaster Recovery, Software Documentation, Software Development, Cross-functional Team..., Enterprise Software, IT Management, Information Security, Project Portfolio..., PMP, Business Intelligence, System Deployment, Software Project..., Business Process, PMO, ITIL, Governance, Information Technology
Education
Xavier University - Williams College of Business 1989 — 1991
MBA, Exceutive MBA in Management
University of Delaware 1975 — 1979
BS, Chemical Engineering
Shannon Ming Shannon Ming's Wells Fargo Bank Experience February 2007 - October 2012
Job Licensed Health Insurance Agent
Industry Insurance
Experience
USHEALTH Advisors May 2015 - Present
Global Internet Marketer And Health Promotion Professional August 2011 - Present
Wells Fargo Bank February 2007 - October 2012
DENVER TECHNICAL COLLEGE January 1996 - January 2002
Skills
Small Business, Entrepreneurship, Business Networking, Social Networking, Coaching, Team Building, Training, Social Media Marketing, Leadership Development, Public Speaking, Marketing, New Business Development, Recruiting, Business Development, Start-ups, Leadership, Retail, Sales, Business Planning
Education
University of Colorado Colorado Springs 1981 — 1988
BS Psychology, Psychology, Pre-Med
Air Academy High School 1978 — 1981
High School Diploma, Boys
USHEALTH Advisors May 2015 - Present
Global Internet Marketer And Health Promotion Professional August 2011 - Present
Wells Fargo Bank February 2007 - October 2012
DENVER TECHNICAL COLLEGE January 1996 - January 2002
Skills
Small Business, Entrepreneurship, Business Networking, Social Networking, Coaching, Team Building, Training, Social Media Marketing, Leadership Development, Public Speaking, Marketing, New Business Development, Recruiting, Business Development, Start-ups, Leadership, Retail, Sales, Business Planning
Education
University of Colorado Colorado Springs 1981 — 1988
BS Psychology, Psychology, Pre-Med
Air Academy High School 1978 — 1981
High School Diploma, Boys
Wendy Pollock Wendy Pollock's Wells Fargo Bank Experience June 2010 - September 2012
Job Vice President Financial Center Manager Sr. at EverBank
Industry Banking
Experience
EverBank September 2012 - Present
Wells Fargo Bank June 2010 - September 2012
Frederick's of Hollywood 2008 - 2010
The Body Shop 2007 - 2008
Aerosoles 2006 - 2007
Bath and Body Works 2004 - 2006
Skills
Inventory Management, Income Statement, Merchandising, Leadership, Loss Prevention, Coaching, Store Management, Profit, Visual Merchandising, Retail, Team Building, Performance Management, Hiring, Management, Training, Banking, Business Development, Time Management, Sales, CRM, Customer Satisfaction, Recruiting, P&L Management, Employee Training, Finance, Customer Experience, Forecasting, Sales Operations, Sales Management, Operations Management, Inventory Control, P&L
Education
University of Florida
EverBank September 2012 - Present
Wells Fargo Bank June 2010 - September 2012
Frederick's of Hollywood 2008 - 2010
The Body Shop 2007 - 2008
Aerosoles 2006 - 2007
Bath and Body Works 2004 - 2006
Skills
Inventory Management, Income Statement, Merchandising, Leadership, Loss Prevention, Coaching, Store Management, Profit, Visual Merchandising, Retail, Team Building, Performance Management, Hiring, Management, Training, Banking, Business Development, Time Management, Sales, CRM, Customer Satisfaction, Recruiting, P&L Management, Employee Training, Finance, Customer Experience, Forecasting, Sales Operations, Sales Management, Operations Management, Inventory Control, P&L
Education
University of Florida
Chad Guggenbiller's Wells Fargo Bank Experience January 2006 - December 2006
Job Chief Relationship Officer at St Henry Bank
Industry Banking
Experience
St Henry Bank August 2015 - Present
Wayne IGA 2008 - Present
Mercer County Economic Development 2013 - Present
JR Manufacturing, Inc. January 2007 - July 2011
Wells Fargo Bank January 2006 - December 2006
First Merchants Bank 2000 - 2006
Community First Bank 1995 - 2000
Skills
Leadership, Management, Risk Management, Credit, Commercial Lending, Financial Analysis, Cash Management, Finance, Sales, New Business Development, Entrepreneurship, Business Development, Customer Service, Operations Management, Commercial Banking, Banking, Loans, Marketing, Strategic Financial..., Cash Flow Lending, Real Estate Lending, Negotiation, Strategic Planning, Team Building, Sales Management, Marketing Strategy, Small Business, C&I Lending, Cash Flow Forecasting, Executive Management, Financial Planning, Training, Business Planning, Budgets, Forecasting, Purchasing, Strategy, Coaching, Financial Risk, Credit Analysis, Team Leadership, Account Management, Mergers & Acquisitions, Mortgage Lending, Small Business Lending
Education
University of Dayton 1989 — 1993
Bachelor of Science (B.S.), Business Administration and Management
St Henry Bank August 2015 - Present
Wayne IGA 2008 - Present
Mercer County Economic Development 2013 - Present
JR Manufacturing, Inc. January 2007 - July 2011
Wells Fargo Bank January 2006 - December 2006
First Merchants Bank 2000 - 2006
Community First Bank 1995 - 2000
Skills
Leadership, Management, Risk Management, Credit, Commercial Lending, Financial Analysis, Cash Management, Finance, Sales, New Business Development, Entrepreneurship, Business Development, Customer Service, Operations Management, Commercial Banking, Banking, Loans, Marketing, Strategic Financial..., Cash Flow Lending, Real Estate Lending, Negotiation, Strategic Planning, Team Building, Sales Management, Marketing Strategy, Small Business, C&I Lending, Cash Flow Forecasting, Executive Management, Financial Planning, Training, Business Planning, Budgets, Forecasting, Purchasing, Strategy, Coaching, Financial Risk, Credit Analysis, Team Leadership, Account Management, Mergers & Acquisitions, Mortgage Lending, Small Business Lending
Education
University of Dayton 1989 — 1993
Bachelor of Science (B.S.), Business Administration and Management
Kari Parekh's Wells Fargo Bank Experience July 2010 - Present
Job Relationship Manager at Wells Fargo
Industry Real Estate
Experience
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
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
Leslie Montgomery Leslie Montgomery's Wells Fargo Bank Experience
Job Private Mortgage Banker at Wells Fargo Bank, NMLSR#400417
Industry Financial Services
Experience
Wells Fargo Bank
Skills
Mortgage Lending, Credit, Financial Analysis, Mortgage Banking, Real Estate, Underwriting, Loan Origination, Investment Properties
Education
University of Denver - Daniels College of Business 2014 — 2018
MS, Real Estate and the Built Environment
Wells Fargo Bank
Skills
Mortgage Lending, Credit, Financial Analysis, Mortgage Banking, Real Estate, Underwriting, Loan Origination, Investment Properties
Education
University of Denver - Daniels College of Business 2014 — 2018
MS, Real Estate and the Built Environment
Lisa Cossey Lisa Cossey's Wells Fargo Bank Experience October 2013 - Present
Job VP, Loan Team Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank October 2013 - Present
Wells Fargo Bank July 2010 - October 2013
Wells Fargo Bank November 2005 - July 2010
Wells Fargo May 2003 - November 2005
Wells Fargo HSBC Trade Bank 2001 - 2003
Wells Fargo HSBC Trade Bank 1997 - 2002
Wells Fargo HSBC Trade Bank 1993 - 1997
Skills
Commercial Banking, Commercial Lending, Portfolio Management, Credit Analysis, Credit, Underwriting, Financial Risk, Loans, Management, Banking, Trade Finance, CRM, Payments, Cross Selling, Loan Origination, Relationship Management, Treasury Management, Small Business Lending
Education
University of Colorado at Denver 1998 — 2001
MBA, Finance
Vanderbilt University 1989 — 1993
B.S., Economics
Aurora Central H.S. 1985 — 1989
Wells Fargo Bank October 2013 - Present
Wells Fargo Bank July 2010 - October 2013
Wells Fargo Bank November 2005 - July 2010
Wells Fargo May 2003 - November 2005
Wells Fargo HSBC Trade Bank 2001 - 2003
Wells Fargo HSBC Trade Bank 1997 - 2002
Wells Fargo HSBC Trade Bank 1993 - 1997
Skills
Commercial Banking, Commercial Lending, Portfolio Management, Credit Analysis, Credit, Underwriting, Financial Risk, Loans, Management, Banking, Trade Finance, CRM, Payments, Cross Selling, Loan Origination, Relationship Management, Treasury Management, Small Business Lending
Education
University of Colorado at Denver 1998 — 2001
MBA, Finance
Vanderbilt University 1989 — 1993
B.S., Economics
Aurora Central H.S. 1985 — 1989
Monica Morton Monica Morton's Wells Fargo Bank Experience February 2003 - September 2003
Job Vice President at U.S. Bank
Industry Banking
Experience
U.S. Bank September 2013 - Present
The Home Spot 2008 - 2013
Bank of Oklahoma 2002 - 2008
Wells Fargo Bank February 2003 - September 2003
Wells Fargo Bank 2001 - 2003
Skills
Financial Analysis, Contract Negotiation, Budgets, Asset Managment, Strategic Planning, Sales, Real Estate, Financial Modeling, Due Diligence, Investments, Valuation, Marketing, Asset Management, Credit, Banking, Loans
Education
University of Denver
BS, Math
U.S. Bank September 2013 - Present
The Home Spot 2008 - 2013
Bank of Oklahoma 2002 - 2008
Wells Fargo Bank February 2003 - September 2003
Wells Fargo Bank 2001 - 2003
Skills
Financial Analysis, Contract Negotiation, Budgets, Asset Managment, Strategic Planning, Sales, Real Estate, Financial Modeling, Due Diligence, Investments, Valuation, Marketing, Asset Management, Credit, Banking, Loans
Education
University of Denver
BS, Math
Gene Sullivan Gene Sullivan's Wells Fargo Bank Experience February 1981 - Present
Job Senior Vice President at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank February 1981 - Present
Education
University of Colorado Colorado Springs 1973 — 1978
BS, Finance
Wells Fargo Bank February 1981 - Present
Education
University of Colorado Colorado Springs 1973 — 1978
BS, Finance
Linnea Clayton Linnea Clayton's Wells Fargo Bank Experience January 2003 - May 2007
Job Retired from mortgage lending
Industry Financial Services
Experience
Pacific Union Financial, LLC January 2014 - June 2015
Stonegate Mortgage Corporation April 2013 - January 2014
Advantage Credit, Inc. January 2011 - April 2013
Credit Plus January 2010 - January 2011
Self Employed May 2007 - September 2009
Wells Fargo Bank January 2003 - May 2007
World Savings January 2002 - January 2003
Advanced Information Services, Inc February 1999 - January 2002
Factual Data 1993 - 1999
Informative Research 1990 - 1992
Skills
Loans, Mortgage Lending, Client Retention..., Customer Retention, Customer Satisfaction, Training Delivery, Corporate Training, Continuing Education, Credit Scoring, Credit Analysis, Credit Risk, Credit Unions, Mortgage Banking, Sales Presentations, Sales Management, Residential Mortgages, FHA, Real Estate, Refinance, First Time Home Buyers, Sellers, Commercial Mortgages, Reverse Mortgages, Credit, Real Estate Financing, Loan Origination, Loan Servicing, USDA, Mortgage Underwriting, Banking, Underwriting, VA loans, FHA financing, Referrals, Small Business Lending, Finance, Consumer Lending, Commercial Lending, Investment Properties, Loss Mitigation, VA Loans, FHA Financing
Education
University of Colorado Colorado Springs 1998 — 2002
BS- Marketing, Business
Pacific Union Financial, LLC January 2014 - June 2015
Stonegate Mortgage Corporation April 2013 - January 2014
Advantage Credit, Inc. January 2011 - April 2013
Credit Plus January 2010 - January 2011
Self Employed May 2007 - September 2009
Wells Fargo Bank January 2003 - May 2007
World Savings January 2002 - January 2003
Advanced Information Services, Inc February 1999 - January 2002
Factual Data 1993 - 1999
Informative Research 1990 - 1992
Skills
Loans, Mortgage Lending, Client Retention..., Customer Retention, Customer Satisfaction, Training Delivery, Corporate Training, Continuing Education, Credit Scoring, Credit Analysis, Credit Risk, Credit Unions, Mortgage Banking, Sales Presentations, Sales Management, Residential Mortgages, FHA, Real Estate, Refinance, First Time Home Buyers, Sellers, Commercial Mortgages, Reverse Mortgages, Credit, Real Estate Financing, Loan Origination, Loan Servicing, USDA, Mortgage Underwriting, Banking, Underwriting, VA loans, FHA financing, Referrals, Small Business Lending, Finance, Consumer Lending, Commercial Lending, Investment Properties, Loss Mitigation, VA Loans, FHA Financing
Education
University of Colorado Colorado Springs 1998 — 2002
BS- Marketing, Business
Barbara Sommerville Mares Barbara Sommerville Mares's Wells Fargo Bank Experience November 1997 - January 2008
Job Owner of Suit Your Business
Industry Financial Services
Experience
Suit Your Business February 2006 - Present
ANB Bank August 2010 - July 2011
Wells Fargo Bank November 1997 - January 2008
Wells Fargo Bank November 1997 - January 2008
Media Play January 1994 - January 1997
Montgomery Ward June 1991 - January 1994
Skills
Credit Analysis, Credit, Banking, Investments, Insurance, Finance, Strategic Financial..., Cash Flow, Budgets, Sales, Marketing, Business Planning, Mortgage Lending, Loans, Portfolio Management, Customer Service, Wealth Management, Financial Analysis, Start-ups, Commercial Lending, Strategic Planning, Sales Management, Retail Banking, Leadership, Credit Risk, Underwriting, Cross Selling, Relationship Management, Risk Management, Small Business Lending, Private Banking, Financial Services, Management, Asset Management
Education
University of Colorado Denver 1985 — 1987
Post Grad., Paralegal Certification
University of Colorado 1981 — 1985
BA, Sociology
Suit Your Business February 2006 - Present
ANB Bank August 2010 - July 2011
Wells Fargo Bank November 1997 - January 2008
Wells Fargo Bank November 1997 - January 2008
Media Play January 1994 - January 1997
Montgomery Ward June 1991 - January 1994
Skills
Credit Analysis, Credit, Banking, Investments, Insurance, Finance, Strategic Financial..., Cash Flow, Budgets, Sales, Marketing, Business Planning, Mortgage Lending, Loans, Portfolio Management, Customer Service, Wealth Management, Financial Analysis, Start-ups, Commercial Lending, Strategic Planning, Sales Management, Retail Banking, Leadership, Credit Risk, Underwriting, Cross Selling, Relationship Management, Risk Management, Small Business Lending, Private Banking, Financial Services, Management, Asset Management
Education
University of Colorado Denver 1985 — 1987
Post Grad., Paralegal Certification
University of Colorado 1981 — 1985
BA, Sociology
Jeremiah Wright's Wells Fargo Bank Experience February 2011 - June 2012
Job Store Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2013 - Present
Wells Fargo June 2012 - September 2013
Wells Fargo Bank February 2011 - June 2012
Wells Fargo Bank June 2010 - February 2011
American Eagle Outfitters May 2008 - January 2009
Education
University of Colorado at Colorado Springs 2006 — 2010
Criminal Justice
Wells Fargo September 2013 - Present
Wells Fargo June 2012 - September 2013
Wells Fargo Bank February 2011 - June 2012
Wells Fargo Bank June 2010 - February 2011
American Eagle Outfitters May 2008 - January 2009
Education
University of Colorado at Colorado Springs 2006 — 2010
Criminal Justice
Arianne Green's Wells Fargo Bank Experience October 2011 - January 2013
Job VP, Affluent Segment Leader at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2013 - Present
Wells Fargo Bank October 2011 - January 2013
Wells Fargo June 2008 - December 2010
Skills
Leadership, Financial Analysis, Banking, Private Banking, Credit, Loans, Small Business Lending, Commercial Lending, Mortgage Lending, Consumer Lending, Wealth Management, Commercial Banking, Credit Analysis, Retail Banking, Series 7, Portfolio Management, Relationship Management, Investments, Financial Services, Loan Origination, Management, Sales, Cross Selling, Customer Service
Education
University of Colorado Denver
Marketing/Management
University of Colorado Denver
Marketing
Wells Fargo January 2013 - Present
Wells Fargo Bank October 2011 - January 2013
Wells Fargo June 2008 - December 2010
Skills
Leadership, Financial Analysis, Banking, Private Banking, Credit, Loans, Small Business Lending, Commercial Lending, Mortgage Lending, Consumer Lending, Wealth Management, Commercial Banking, Credit Analysis, Retail Banking, Series 7, Portfolio Management, Relationship Management, Investments, Financial Services, Loan Origination, Management, Sales, Cross Selling, Customer Service
Education
University of Colorado Denver
Marketing/Management
University of Colorado Denver
Marketing
Christopher Bast Christopher Bast's Wells Fargo Bank Experience January 2011 - December 2011
Job Government Accounts Manager at Carahsoft Technology Corp.
Industry Computer Software
Experience
Carahsoft Technology Corp. April 2012 - Present
Wells Fargo Bank January 2011 - December 2011
Trump National Golf Club June 2009 - August 2009
Saffron Grill June 2007 - August 2007
Skills
Customer Service, PowerPoint, Microsoft Excel, Sales, Time Management, Teamwork, Financial Analysis, Account Management, Microsoft Office, Marketing, Outlook, Microsoft Word, Analysis, Budget, Social Media, Business Development, Marketing Communications, SaaS, Project Management, CRM, Sales Operations, Sales Management, Selling
Education
University of Dayton 2005 — 2010
Bachelor of Science, Communication Management
Langley High School 2001 — 2005
Graduated, 2005
Carahsoft Technology Corp. April 2012 - Present
Wells Fargo Bank January 2011 - December 2011
Trump National Golf Club June 2009 - August 2009
Saffron Grill June 2007 - August 2007
Skills
Customer Service, PowerPoint, Microsoft Excel, Sales, Time Management, Teamwork, Financial Analysis, Account Management, Microsoft Office, Marketing, Outlook, Microsoft Word, Analysis, Budget, Social Media, Business Development, Marketing Communications, SaaS, Project Management, CRM, Sales Operations, Sales Management, Selling
Education
University of Dayton 2005 — 2010
Bachelor of Science, Communication Management
Langley High School 2001 — 2005
Graduated, 2005
Gabrielle Gibbon's Wells Fargo Bank Experience September 2009 - Present
Job Business Associate for Wells Fargo Business Banking
Industry Financial Services
Experience
Wells Fargo Business May 2014 - Present
Wells Fargo Bank September 2009 - Present
ADTEK Engineers May 2008 - August 2008
Skills
Customer Service, Financial Analysis, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Sales, Team Leadership, Training, Team Building, Time Management, Coaching, Teamwork, Risk Management, Outlook
Education
University of Colorado at Denver 2008 — 2011
Bachelors, Business Management
Wells Fargo Business May 2014 - Present
Wells Fargo Bank September 2009 - Present
ADTEK Engineers May 2008 - August 2008
Skills
Customer Service, Financial Analysis, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Sales, Team Leadership, Training, Team Building, Time Management, Coaching, Teamwork, Risk Management, Outlook
Education
University of Colorado at Denver 2008 — 2011
Bachelors, Business Management
Janice Dawkins Janice Dawkins's Wells Fargo Bank Experience June 1993 - December 2010
Job Private Banking Account Maintenance at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase April 2011 - Present
Wells Fargo Bank June 1993 - December 2010
Education
University of Delaware
BA, Criminal Justice
JP Morgan Chase April 2011 - Present
Wells Fargo Bank June 1993 - December 2010
Education
University of Delaware
BA, Criminal Justice
Kameron J. Nolder Kameron J. Nolder's Wells Fargo Bank Experience November 2009 - January 2010
Job Business Faculty, Lamar Community College
Industry Education Management
Experience
Lamar Community College January 2013 - Present
Apps Innovations, LLC November 2011 - Present
Clippings, LLC January 2003 - Present
Prominent Venture Group March 2010 - October 2012
Wells Fargo Bank November 2009 - January 2010
Morgan Stanley Smith Barney February 2009 - May 2009
T Rowe Price November 2008 - January 2009
Skills
Excel, Thought Leadership, Idea Generation, Financial Planning, Financial Analysis, Corporate Finance, Personal Finance, International Business, Social Entrepreneurship, Strategic Financial..., Leadership, Budgets, Microsoft Excel, Start-ups, Entrepreneurship, Venture Capital, Forecasting, Investments, Small Business, Public Speaking, Finance, Analysis, Time Management, Strategic Planning, Banking, Business Planning, Executive Management, Management, Marketing, Accounting, Sales Management, Negotiation, Business Development, Leadership Development, Customer Service, Networking
Education
University of Louisiana at Monroe 2013 — 2015
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
University of Colorado at Colorado Springs 2006 — 2010
Bachelor of Science in Business, Finance
Lamar Community College January 2013 - Present
Apps Innovations, LLC November 2011 - Present
Clippings, LLC January 2003 - Present
Prominent Venture Group March 2010 - October 2012
Wells Fargo Bank November 2009 - January 2010
Morgan Stanley Smith Barney February 2009 - May 2009
T Rowe Price November 2008 - January 2009
Skills
Excel, Thought Leadership, Idea Generation, Financial Planning, Financial Analysis, Corporate Finance, Personal Finance, International Business, Social Entrepreneurship, Strategic Financial..., Leadership, Budgets, Microsoft Excel, Start-ups, Entrepreneurship, Venture Capital, Forecasting, Investments, Small Business, Public Speaking, Finance, Analysis, Time Management, Strategic Planning, Banking, Business Planning, Executive Management, Management, Marketing, Accounting, Sales Management, Negotiation, Business Development, Leadership Development, Customer Service, Networking
Education
University of Louisiana at Monroe 2013 — 2015
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
University of Colorado at Colorado Springs 2006 — 2010
Bachelor of Science in Business, Finance
Kristy Borst Kristy Borst's Wells Fargo Bank Experience November 2004 - Present
Job Regional Bank Private Banker
Industry Banking
Experience
Wells Fargo Bank November 2004 - Present
AT&T April 2000 - November 2004
Prudential June 2000 - February 2001
Skills
Banking, Finance, Financial Services, Investments, Loans, Management, Mortgage Lending, New Business Development
Education
University of Delaware 1996 — 2000
Bachelor of Science, Finance
Wells Fargo Bank November 2004 - Present
AT&T April 2000 - November 2004
Prudential June 2000 - February 2001
Skills
Banking, Finance, Financial Services, Investments, Loans, Management, Mortgage Lending, New Business Development
Education
University of Delaware 1996 — 2000
Bachelor of Science, Finance
Arlene Israel Arlene Israel's Wells Fargo Bank Experience 2001 - Present
Job Home Equity Appeals Desk Underwriter
Industry Banking
Experience
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
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
William T. Nance William T. Nance's Wells Fargo Bank Experience January 2009 - December 2010
Job Banking Professional
Industry Banking
Experience
USAmeriBank October 2013 - Present
Wells Fargo Bank January 2009 - December 2010
Wachovia Bank January 2003 - January 2009
First Union Bank June 1999 - January 2003
First Union Bank 1994 - 1999
First Union Bank 1992 - 1994
First Florida Bank 1982 - 1992
Skills
Loans, Banking, Commercial Banking, Credit, Financial Analysis, Leadership, Management, Mergers & Acquisitions, Customer Service, Underwriting, Small Business, Small Business Lending, Commercial Lending, Mortgage Lending, Lines Of Credit
Education
University of Florida
BA, Economics
USAmeriBank October 2013 - Present
Wells Fargo Bank January 2009 - December 2010
Wachovia Bank January 2003 - January 2009
First Union Bank June 1999 - January 2003
First Union Bank 1994 - 1999
First Union Bank 1992 - 1994
First Florida Bank 1982 - 1992
Skills
Loans, Banking, Commercial Banking, Credit, Financial Analysis, Leadership, Management, Mergers & Acquisitions, Customer Service, Underwriting, Small Business, Small Business Lending, Commercial Lending, Mortgage Lending, Lines Of Credit
Education
University of Florida
BA, Economics
Jason Hays Jason Hays's Wells Fargo Bank Experience June 1997 - April 2012
Job Product Specialist at D+H U.S.
Industry Financial Services
Experience
D+H U.S. March 2015 - Present
Digital Risk August 2013 - February 2015
Fairwinds Credit Union April 2012 - July 2013
Wells Fargo Bank June 1997 - April 2012
Skills
Commercial Lending, Credit Analysis, Portfolio Management, Financial Analysis, Finance, Strategic Financial..., Credit Risk, Risk Management, Residential Mortgages, Financial Risk, Refinance, Mortgage Banking, Real Estate, Deposits, Relationship Management, Real Estate Financing, Accounting, Asset Managment, Commercial Banking, Credit, Loans, Retirement Planning, Small Business Lending, Treasury Management, Wealth Management, Asset Management
Education
University of Florida 1988 — 1992
Bachelors, Finance
D+H U.S. March 2015 - Present
Digital Risk August 2013 - February 2015
Fairwinds Credit Union April 2012 - July 2013
Wells Fargo Bank June 1997 - April 2012
Skills
Commercial Lending, Credit Analysis, Portfolio Management, Financial Analysis, Finance, Strategic Financial..., Credit Risk, Risk Management, Residential Mortgages, Financial Risk, Refinance, Mortgage Banking, Real Estate, Deposits, Relationship Management, Real Estate Financing, Accounting, Asset Managment, Commercial Banking, Credit, Loans, Retirement Planning, Small Business Lending, Treasury Management, Wealth Management, Asset Management
Education
University of Florida 1988 — 1992
Bachelors, Finance
Theresa Miglino's Wells Fargo Bank Experience July 1999 - March 2014
Job Senior Loan Officer at Supreme Lending NMLSR 453791
Industry Financial Services
Experience
Supreme Lending June 2015 - Present
First Choice Loan Services April 2014 - June 2015
Wells Fargo Home Mortgage July 1999 - March 2014
Wells Fargo Bank July 1999 - March 2014
Skills
Mortgage Banking, Refinance, Reverse Mortgages, Certified Mortgage..., Banking
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2006
Master of Business Administration (M.B.A.), MBA
University of Delaware 1994 — 1998
Bachelor's degree, Psychology
Supreme Lending June 2015 - Present
First Choice Loan Services April 2014 - June 2015
Wells Fargo Home Mortgage July 1999 - March 2014
Wells Fargo Bank July 1999 - March 2014
Skills
Mortgage Banking, Refinance, Reverse Mortgages, Certified Mortgage..., Banking
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2006
Master of Business Administration (M.B.A.), MBA
University of Delaware 1994 — 1998
Bachelor's degree, Psychology
Daniel Castro/CPA/Real Estate Sales Associate's Wells Fargo Bank Experience December 2006 - June 2011
Job Real Estate Transaction Services at Ernst & Young LLP
Industry Real Estate
Experience
EY May 2014 - Present
Ernst & Young September 2011 - July 2014
Wells Fargo Bank December 2006 - June 2011
Wells Fargo Bank June 2006 - November 2006
Skills
Fluent in Spanish, Auditing, Internal Controls, Financial Services, Accounting, Financial Reporting, US GAAP, Sarbanes-Oxley Act, Financial Accounting, GAAP, Financial Analysis, SEC filings, External Audit, CPA, Assurance, Financial Audits, Cash Flow Forecasting, Financial Statements, Big 4, Due Diligence, Microsoft Excel, Valuation, Analysis, Finance, Financial Modeling, Investments, Sales, Customer Service, Corporate Finance, Microsoft Office
Education
University of Colorado at Denver 2008 — 2011
Bachelors of Science, Accounting, Finance
EY May 2014 - Present
Ernst & Young September 2011 - July 2014
Wells Fargo Bank December 2006 - June 2011
Wells Fargo Bank June 2006 - November 2006
Skills
Fluent in Spanish, Auditing, Internal Controls, Financial Services, Accounting, Financial Reporting, US GAAP, Sarbanes-Oxley Act, Financial Accounting, GAAP, Financial Analysis, SEC filings, External Audit, CPA, Assurance, Financial Audits, Cash Flow Forecasting, Financial Statements, Big 4, Due Diligence, Microsoft Excel, Valuation, Analysis, Finance, Financial Modeling, Investments, Sales, Customer Service, Corporate Finance, Microsoft Office
Education
University of Colorado at Denver 2008 — 2011
Bachelors of Science, Accounting, Finance
Leslie Hayton Leslie Hayton's Wells Fargo Bank Experience October 2003 - Present
Job Managing Director at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank October 2003 - Present
Volvo Financial Services April 1997 - April 2003
Deloitte July 1993 - April 1997
Skills
Financial Analysis, Banking, Finance, Accounting, Financial Reporting, Internal Controls, Auditing, Financial Accounting, Strategic Planning, Asset Management, Credit
Education
University of Delaware - Lerner College of Business and Economics 1989 — 2003
Bachelor's degree, Accounting
University of North Carolina at Greensboro 1998 — 2000
Master of Business Administration (MBA)
Wells Fargo Bank October 2003 - Present
Volvo Financial Services April 1997 - April 2003
Deloitte July 1993 - April 1997
Skills
Financial Analysis, Banking, Finance, Accounting, Financial Reporting, Internal Controls, Auditing, Financial Accounting, Strategic Planning, Asset Management, Credit
Education
University of Delaware - Lerner College of Business and Economics 1989 — 2003
Bachelor's degree, Accounting
University of North Carolina at Greensboro 1998 — 2000
Master of Business Administration (MBA)
Cristina Kovarick Cristina Kovarick's Wells Fargo Bank Experience February 2013 - Present
Job Vice President, Treasury Management Sales Consultant at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank February 2013 - Present
Independent June 2012 - January 2013
Nap Nanny, LLC October 2011 - November 2012
Nap Nanny, LLC November 2008 - August 2011
National City Bank June 2000 - November 2009
First Union National Bank 1999 - 2000
CoreStates Financial Corp 1990 - 1999
Skills
Treasury Management, Relationship Management, Project Management, Banking, Commercial Banking, Cash Management, Business Development, Finance, CRM, Account Management, Credit, Portfolio Management, Start-ups, Sales, Financial Services, Payments, Financial Risk, Loans, Management
Education
University of Delaware
BSBA, Finance, Marketing
Radnor High School
Wells Fargo Bank February 2013 - Present
Independent June 2012 - January 2013
Nap Nanny, LLC October 2011 - November 2012
Nap Nanny, LLC November 2008 - August 2011
National City Bank June 2000 - November 2009
First Union National Bank 1999 - 2000
CoreStates Financial Corp 1990 - 1999
Skills
Treasury Management, Relationship Management, Project Management, Banking, Commercial Banking, Cash Management, Business Development, Finance, CRM, Account Management, Credit, Portfolio Management, Start-ups, Sales, Financial Services, Payments, Financial Risk, Loans, Management
Education
University of Delaware
BSBA, Finance, Marketing
Radnor High School
Basit Khan's Wells Fargo Bank Experience August 2006 - April 2008
Job Sr. Business Broker with Vested Business Brokers
Industry Investment Management
Experience
Vested Business Brokers April 2015 - Present
Tanazaar November 2014 - Present
BK Financials July 2010 - Present
Capital One October 2013 - December 2014
BBVA/Compass Bank April 2008 - March 2010
Wells Fargo Bank August 2006 - April 2008
KeyBank March 2003 - August 2006
Sovereign Bank July 2001 - March 2003
Commercial Federal Bank June 2000 - June 2001
University of Colorado August 1992 - May 1995
Skills
Retail Banking, Management, Leadership, Finance, Credit, Banking, Loans, Sales, Financial Services, Business Development, Strategy, Lead Generation, Commercial Lending, Social Media Marketing, Entrepreneurship, Executive Management, Market Research, Competitive Analysis, Customer Retention, Selling, Training, Consumer Lending, Start-ups, Analysis, B2B, Marketing, Small Business Lending, Real Estate, Financial Analysis, Recruiting, Customer Service, Negotiation, Forecasting, Strategic Planning, Marketing Strategy, P&L Management, Coaching, Portfolio Management, Direct Sales, Retail, Email Marketing
Education
University of Phoenix-MBA 1998 — 2000
MBA, MBA-Management
University of Colorado at Denver 1992 — 1996
BS, Marketing
Vested Business Brokers April 2015 - Present
Tanazaar November 2014 - Present
BK Financials July 2010 - Present
Capital One October 2013 - December 2014
BBVA/Compass Bank April 2008 - March 2010
Wells Fargo Bank August 2006 - April 2008
KeyBank March 2003 - August 2006
Sovereign Bank July 2001 - March 2003
Commercial Federal Bank June 2000 - June 2001
University of Colorado August 1992 - May 1995
Skills
Retail Banking, Management, Leadership, Finance, Credit, Banking, Loans, Sales, Financial Services, Business Development, Strategy, Lead Generation, Commercial Lending, Social Media Marketing, Entrepreneurship, Executive Management, Market Research, Competitive Analysis, Customer Retention, Selling, Training, Consumer Lending, Start-ups, Analysis, B2B, Marketing, Small Business Lending, Real Estate, Financial Analysis, Recruiting, Customer Service, Negotiation, Forecasting, Strategic Planning, Marketing Strategy, P&L Management, Coaching, Portfolio Management, Direct Sales, Retail, Email Marketing
Education
University of Phoenix-MBA 1998 — 2000
MBA, MBA-Management
University of Colorado at Denver 1992 — 1996
BS, Marketing
Mary Kay Bates Mary Kay Bates's Wells Fargo Bank Experience September 2004 - October 2011
Job Brand Partner with Nerium International
Industry Health, Wellness and Fitness
Experience
Nerium International June 2013 - Present
Wells Fargo Bank September 2004 - October 2011
FedX Kinko's March 2002 - January 2003
Network Music September 1995 - February 2001
UPS 1988 - August 1995
Skills
Customer Service, Management, Microsoft Office, Banking, Leadership, Microsoft Excel, Sales, Risk Management, Financial Analysis, Business Analysis, Marketing Communications, Product Marketing, Marketing Strategy, New Business Development, Business Planning, Small Business, International Business, Sales Management
Education
University of Detroit Mercy 1984 — 1988
Bachelor's degree, Business Administration and Management, General
Nerium International June 2013 - Present
Wells Fargo Bank September 2004 - October 2011
FedX Kinko's March 2002 - January 2003
Network Music September 1995 - February 2001
UPS 1988 - August 1995
Skills
Customer Service, Management, Microsoft Office, Banking, Leadership, Microsoft Excel, Sales, Risk Management, Financial Analysis, Business Analysis, Marketing Communications, Product Marketing, Marketing Strategy, New Business Development, Business Planning, Small Business, International Business, Sales Management
Education
University of Detroit Mercy 1984 — 1988
Bachelor's degree, Business Administration and Management, General
Richard Orr Richard Orr's Wells Fargo Bank Experience October 2000 - October 2010
Job Vice President Relationship Manager at HSBC Bank USA, N.A.
Industry Banking
Experience
HSBC Bank USA, N.A. September 2012 - Present
Sterling National Bank November 2010 - September 2012
Wells Fargo Bank October 2000 - October 2010
NationsBank / Bank of America August 1994 - September 1999
Skills
Loans, Credit Analysis, Banking, Portfolio Management, Small Business Lending, Credit Risk, Finance, Corporate Finance, Financial Analysis, Commercial Finance, Risk Management, Loan Origination, Middle Market, Financial Services, Financial Risk, Asset Based Lending, Commercial Lending, Factoring, Credit, Venture Capital, Business Development
Education
University of Florida 1976 — 1980
HSBC Bank USA, N.A. September 2012 - Present
Sterling National Bank November 2010 - September 2012
Wells Fargo Bank October 2000 - October 2010
NationsBank / Bank of America August 1994 - September 1999
Skills
Loans, Credit Analysis, Banking, Portfolio Management, Small Business Lending, Credit Risk, Finance, Corporate Finance, Financial Analysis, Commercial Finance, Risk Management, Loan Origination, Middle Market, Financial Services, Financial Risk, Asset Based Lending, Commercial Lending, Factoring, Credit, Venture Capital, Business Development
Education
University of Florida 1976 — 1980
Greg Crawford Greg Crawford's Wells Fargo Bank Experience September 2010 - Present
Job Business Relationship Manager Wells Fargo Bank
Industry Financial Services
Experience
Communities in Schools Cabarrus County June 2013 - Present
Habitat for Humanity International 2013 - Present
Wells Fargo Bank September 2010 - Present
Wachovia Bank March 2004 - September 2010
Wachovia/First Union April 1998 - March 2004
Skills
Small Business Lending, Loans, Financial Services, Banking, Portfolio Management, Finance, Commercial Banking, Business Development, Business Planning, Management, Credit, Underwriting, Sales, Customer Service, Asset Management, Commercial Lending, Small Business, Sales Management, Credit Analysis
Education
University of Florida 1983 — 1986
Bachelor's degree, Agricultural Economics
Communities in Schools Cabarrus County June 2013 - Present
Habitat for Humanity International 2013 - Present
Wells Fargo Bank September 2010 - Present
Wachovia Bank March 2004 - September 2010
Wachovia/First Union April 1998 - March 2004
Skills
Small Business Lending, Loans, Financial Services, Banking, Portfolio Management, Finance, Commercial Banking, Business Development, Business Planning, Management, Credit, Underwriting, Sales, Customer Service, Asset Management, Commercial Lending, Small Business, Sales Management, Credit Analysis
Education
University of Florida 1983 — 1986
Bachelor's degree, Agricultural Economics
Melissa Cennamo Melissa Cennamo's Wells Fargo Bank Experience February 2007 - February 2011
Job
Industry Banking
Experience
Wells Fargo Business Banking February 2011 - Present
Wells Fargo Bank February 2007 - February 2011
Wachovia Bank May 2001 - February 2007
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Research, Outlook, Commercial Lending, Investment Real Estate..., Business Banking and...
Education
University of Florida 1996 — 1999
Bachelor's degree, Finance
Wells Fargo Business Banking February 2011 - Present
Wells Fargo Bank February 2007 - February 2011
Wachovia Bank May 2001 - February 2007
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Research, Outlook, Commercial Lending, Investment Real Estate..., Business Banking and...
Education
University of Florida 1996 — 1999
Bachelor's degree, Finance
Jim Phelps Jim Phelps's Wells Fargo Bank Experience 2003 - 2006
Job Real Estate Financial Professional
Industry Financial Services
Experience
Wells Fargo Securities 2006 - 2014
Wells Fargo Bank 2003 - 2006
RBC-Centura 2002 - 2003
Wells Fargo Bank 1996 - 2002
GE Capital Corporation 1994 - 1996
GE Capital Corporation 1987 - 1994
GE Capital Corporation 1986 - 1987
GE Capital Corporation 1984 - 1986
GE Capital Corporation 1980 - 1984
Skills
Investments, Financial Structuring, Asset Management, Valuation, Capital Markets, Financial Modeling, Portfolio Management, Real Estate Economics, Finance, Mergers & Acquisitions, Loans, Real Estate, Loan Origination, Investment Properties, Commercial Real Estate
Education
University of Florida 1977 — 1980
BS, Finance
Wells Fargo Securities 2006 - 2014
Wells Fargo Bank 2003 - 2006
RBC-Centura 2002 - 2003
Wells Fargo Bank 1996 - 2002
GE Capital Corporation 1994 - 1996
GE Capital Corporation 1987 - 1994
GE Capital Corporation 1986 - 1987
GE Capital Corporation 1984 - 1986
GE Capital Corporation 1980 - 1984
Skills
Investments, Financial Structuring, Asset Management, Valuation, Capital Markets, Financial Modeling, Portfolio Management, Real Estate Economics, Finance, Mergers & Acquisitions, Loans, Real Estate, Loan Origination, Investment Properties, Commercial Real Estate
Education
University of Florida 1977 — 1980
BS, Finance
Matthew Moberg Matthew Moberg's Wells Fargo Bank Experience June 2009 - November 2013
Job Regional Director of Sales at The HCI Group
Industry Staffing and Recruiting
Experience
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
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
Eric Boettner's Wells Fargo Bank Experience September 2010 - October 2011
Job Credit Analyst at Bremer Bank
Industry Banking
Experience
Bremer Bank November 2014 - Present
Wells Fargo September 2013 - November 2014
Title Resource Group October 2011 - August 2013
Wells Fargo Bank September 2010 - October 2011
University of Colorado at Colorado Springs October 2006 - June 2008
Skills
Financial Analysis, Credit, Financial Reporting, Real Estate, Microsoft Excel, Budgets, Customer Service, Outlook, Access, Investment Properties, Microsoft Word, Leadership, Strategic Planning, Sales, Management, Time Management, Marketing, Account Management, Business Strategy, Team Building, Loans, Mortgage Lending, Treasury Management, Retail Banking
Education
University of Colorado at Colorado Springs 2005 — 2009
Bachelor of Science, Accounting
The University of North Dakota
MBA
Bremer Bank November 2014 - Present
Wells Fargo September 2013 - November 2014
Title Resource Group October 2011 - August 2013
Wells Fargo Bank September 2010 - October 2011
University of Colorado at Colorado Springs October 2006 - June 2008
Skills
Financial Analysis, Credit, Financial Reporting, Real Estate, Microsoft Excel, Budgets, Customer Service, Outlook, Access, Investment Properties, Microsoft Word, Leadership, Strategic Planning, Sales, Management, Time Management, Marketing, Account Management, Business Strategy, Team Building, Loans, Mortgage Lending, Treasury Management, Retail Banking
Education
University of Colorado at Colorado Springs 2005 — 2009
Bachelor of Science, Accounting
The University of North Dakota
MBA
Adam Feder Adam Feder's Wells Fargo Bank Experience August 2010 - March 2011
Job National Broadcast Buyer at Optimedia US
Industry Marketing and Advertising
Experience
Optimedia US March 2014 - Present
Starcom MediaVest Group July 2012 - March 2014
Starcom MediaVest Group March 2011 - July 2012
Wells Fargo Bank August 2010 - March 2011
Wells Fargo Financial June 2010 - August 2010
Stephen Gould Corporation June 2008 - August 2008
Skills
Media Planning, Social Media, Advertising, Marketing Communications, Digital Strategy, Integrated Marketing, Online Advertising, Microsoft Word, Media Buying, Social Networking, Market Research, Mobile Marketing, Marketing
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor of Science, Operations Management, Marketing
Optimedia US March 2014 - Present
Starcom MediaVest Group July 2012 - March 2014
Starcom MediaVest Group March 2011 - July 2012
Wells Fargo Bank August 2010 - March 2011
Wells Fargo Financial June 2010 - August 2010
Stephen Gould Corporation June 2008 - August 2008
Skills
Media Planning, Social Media, Advertising, Marketing Communications, Digital Strategy, Integrated Marketing, Online Advertising, Microsoft Word, Media Buying, Social Networking, Market Research, Mobile Marketing, Marketing
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor of Science, Operations Management, Marketing
Courtney Nowlin, PHR Courtney Nowlin, PHR's Wells Fargo Bank Experience February 2003 - January 2007
Job HR Business Partner at Angmar Medical Holdings, Inc.
Industry Computer Software
Experience
Angmar Medical Holdings, Inc. December 2014 - Present
Comprehensive Software Systems October 2007 - Present
Wells Fargo Bank February 2003 - January 2007
Skills
Employee Relations, HRIS, Recruiting, Performance Management, Human Resources, Applicant Tracking..., New Hire Orientations, Onboarding, Job Descriptions, Employee Training, Deferred Compensation, Vendor Management, FMLA, Process Improvement, Employee Benefits, Team Building, Talent Management, Change Management, HR Policies, College Recruiting, Benefits Administration, Coaching, Organizational..., Technical Recruiting, Personnel Management, Employment Law, Leadership Development, Leadership, Interviews, Training, Payroll, Employee Engagement, Conflict Resolution, SDLC, Hiring, COBRA, Career Development, Management, Consulting, Workforce Planning, Compensation & Benefit, Employee Handbooks, Program Management, Exit Interviews, Succession Planning, 360 Feedback
Education
University of Colorado at Denver 2005 — 2009
BS in Business Administration, Human Resources
Angmar Medical Holdings, Inc. December 2014 - Present
Comprehensive Software Systems October 2007 - Present
Wells Fargo Bank February 2003 - January 2007
Skills
Employee Relations, HRIS, Recruiting, Performance Management, Human Resources, Applicant Tracking..., New Hire Orientations, Onboarding, Job Descriptions, Employee Training, Deferred Compensation, Vendor Management, FMLA, Process Improvement, Employee Benefits, Team Building, Talent Management, Change Management, HR Policies, College Recruiting, Benefits Administration, Coaching, Organizational..., Technical Recruiting, Personnel Management, Employment Law, Leadership Development, Leadership, Interviews, Training, Payroll, Employee Engagement, Conflict Resolution, SDLC, Hiring, COBRA, Career Development, Management, Consulting, Workforce Planning, Compensation & Benefit, Employee Handbooks, Program Management, Exit Interviews, Succession Planning, 360 Feedback
Education
University of Colorado at Denver 2005 — 2009
BS in Business Administration, Human Resources
Sharon Rutsch Sharon Rutsch's Wells Fargo Bank Experience January 2003 - January 2004
Job Desktop Support at Wachovia
Industry Banking
Experience
Wachovia January 2006 - Present
Wells Fargo Bank January 2003 - January 2004
SunTrust Bank January 2001 - January 2002
Education
University of Delaware 1996 — 2000
MA, Economics
Wachovia January 2006 - Present
Wells Fargo Bank January 2003 - January 2004
SunTrust Bank January 2001 - January 2002
Education
University of Delaware 1996 — 2000
MA, Economics
Claudia Watson Claudia Watson's Wells Fargo Bank Experience June 2008 - August 2010
Job Project Manager, ACH Management Services at Wells Fargo Bank
Industry Information Technology and Services
Experience
Jim's Promo Place September 2010 - Present
Wells Fargo Bank June 2008 - August 2010
Pulte Mortgage July 2007 - March 2008
Level 3 Communications November 2006 - March 2007
CU Direct Connect April 2006 - June 2006
Raytheon Polar Services September 2005 - February 2006
Raytheon Polar Services June 2005 - August 2005
Jeppesen March 2004 - January 2005
Starz Encore Group March 1999 - January 2004
Skills
PMP, Business Analysis, SharePoint, Process Improvement, Project Management, Visio, Integration, Management, Budgets, Change Management, Project Planning, PMO, Training, Testing, Vendor Management, Project Portfolio..., MS Project, Program Management, Business Process..., Software Project..., SDLC, Software Documentation, Strategy
Education
University of Denver 2002 — 2003
Certificate, Project Management
University of Colorado Colorado Springs 1993 — 1999
BS, Business Administration - MIS
Jim's Promo Place September 2010 - Present
Wells Fargo Bank June 2008 - August 2010
Pulte Mortgage July 2007 - March 2008
Level 3 Communications November 2006 - March 2007
CU Direct Connect April 2006 - June 2006
Raytheon Polar Services September 2005 - February 2006
Raytheon Polar Services June 2005 - August 2005
Jeppesen March 2004 - January 2005
Starz Encore Group March 1999 - January 2004
Skills
PMP, Business Analysis, SharePoint, Process Improvement, Project Management, Visio, Integration, Management, Budgets, Change Management, Project Planning, PMO, Training, Testing, Vendor Management, Project Portfolio..., MS Project, Program Management, Business Process..., Software Project..., SDLC, Software Documentation, Strategy
Education
University of Denver 2002 — 2003
Certificate, Project Management
University of Colorado Colorado Springs 1993 — 1999
BS, Business Administration - MIS
Steven Balk's Wells Fargo Bank Experience October 2008 - June 2011
Job Compliance Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Customer Connection June 2011 - Present
Wells Fargo Bank October 2008 - June 2011
Wells Fargo Home & Consumer Finance May 2005 - June 2008
Wells Fargo Audit & Security May 1999 - May 2005
Associated Bank June 1987 - May 1999
Skills
Banking, Risk Management, Financial Services, Operational Risk, Auditing, Credit, Loans, Mortgage Lending, Credit Risk
Education
University of Dubuque 1985 — 1987
Bachelor of Business Administration, Accounting
Northeast Iowa Community College - Peosta IA 1983 — 1985
Associate in Applied Science, Accounting
Dubuque Senior HS 1973 — 1977
Wells Fargo Customer Connection June 2011 - Present
Wells Fargo Bank October 2008 - June 2011
Wells Fargo Home & Consumer Finance May 2005 - June 2008
Wells Fargo Audit & Security May 1999 - May 2005
Associated Bank June 1987 - May 1999
Skills
Banking, Risk Management, Financial Services, Operational Risk, Auditing, Credit, Loans, Mortgage Lending, Credit Risk
Education
University of Dubuque 1985 — 1987
Bachelor of Business Administration, Accounting
Northeast Iowa Community College - Peosta IA 1983 — 1985
Associate in Applied Science, Accounting
Dubuque Senior HS 1973 — 1977
Janelle Zavala's Wells Fargo Bank Experience August 2005 - June 2012
Job Lending Manager at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo December 2014 - Present
Wells Fargo Home Mortgage July 2012 - August 2014
Wells Fargo Bank August 2005 - June 2012
Skills
Banking, Consumer Lending, Credit, Credit Analysis, Credit Risk, Financial Analysis, Loan Origination, Loans, Mortgage Lending, Refinance, Risk Management, Underwriting
Education
University of Delaware 1995 — 1999
Bachelor's Degree, Finance, General
Wells Fargo December 2014 - Present
Wells Fargo Home Mortgage July 2012 - August 2014
Wells Fargo Bank August 2005 - June 2012
Skills
Banking, Consumer Lending, Credit, Credit Analysis, Credit Risk, Financial Analysis, Loan Origination, Loans, Mortgage Lending, Refinance, Risk Management, Underwriting
Education
University of Delaware 1995 — 1999
Bachelor's Degree, Finance, General
Wendy Chipps Vogel's Wells Fargo Bank Experience 2005 - 2006
Job Sr. Director, Head of Consumer Marketing and Strategy at Aetna
Industry Marketing and Advertising
Experience
Aetna 2011 - Present
Independent Consulting 2009 - 2011
Visa Inc. 2006 - 2009
Wells Fargo Bank 2005 - 2006
Charles Schwab 2003 - 2005
Franklin Templeton 2001 - 2002
Aetna 2000 - 2001
CIGNA 1998 - 2000
Skills
Strategy, Product Marketing, Marketing Strategy, Marketing Communications, Direct Marketing, Marketing, Market Research, Management, Strategic Planning, Analytics, Leadership, Segmentation, Project Management, Lead Generation, Brand Management, Social Media Marketing, B2B Marketing, Multi-channel Marketing, Email Marketing, Start-ups, Strategic Communications, Financial Services, Internal Communications, Corporate Communications, B2B, Customer Insight, Product Development, Consumer Marketing, Online Marketing, Marketing Management, Digital Marketing, Health Care Marketing, Team Management, Marketing Research, Marketing Messaging, Corporate Positioning, Media Planning, Marketing Analytics, Marketing Segmentation, Financial Services..., Communications Strategy, Marketing..., Brand Development, Mobile Marketing, B2C marketing, Consumer Experience, Healthcare Reform (HCR), Healthcare Exchanges..., ACOs, Public Speaking
Education
University of Connecticut
BA, Communications
Aetna 2011 - Present
Independent Consulting 2009 - 2011
Visa Inc. 2006 - 2009
Wells Fargo Bank 2005 - 2006
Charles Schwab 2003 - 2005
Franklin Templeton 2001 - 2002
Aetna 2000 - 2001
CIGNA 1998 - 2000
Skills
Strategy, Product Marketing, Marketing Strategy, Marketing Communications, Direct Marketing, Marketing, Market Research, Management, Strategic Planning, Analytics, Leadership, Segmentation, Project Management, Lead Generation, Brand Management, Social Media Marketing, B2B Marketing, Multi-channel Marketing, Email Marketing, Start-ups, Strategic Communications, Financial Services, Internal Communications, Corporate Communications, B2B, Customer Insight, Product Development, Consumer Marketing, Online Marketing, Marketing Management, Digital Marketing, Health Care Marketing, Team Management, Marketing Research, Marketing Messaging, Corporate Positioning, Media Planning, Marketing Analytics, Marketing Segmentation, Financial Services..., Communications Strategy, Marketing..., Brand Development, Mobile Marketing, B2C marketing, Consumer Experience, Healthcare Reform (HCR), Healthcare Exchanges..., ACOs, Public Speaking
Education
University of Connecticut
BA, Communications
John Trubina's Wells Fargo Bank Experience 1995 - 1997
Job Administrator St. James Episcopal Church Fremont
Industry Environmental Services
Experience
Sacred Space East Bay (Episcopal) October 2011 - Present
Sojourn Chaplaincy / San Francisco General Hospital and Trauma Center September 2013 - March 2014
Golden Gate Audubon Society February 2012 - February 2013
UCSF July 2009 - April 2010
Logitech March 2007 - February 2008
Kaiser Permanente April 2005 - March 2007
Sun Microsystems 2000 - 2005
DHL Airways 1977 - 1999
Wells Fargo Bank 1995 - 1997
Bristol Myers Squibb 1990 - 1995
Skills
Information Security, Data Analysis, Process Improvement, HIPAA, Governance, Software Documentation, Program Management, Non-profits, Public Speaking, Project Management, Policy, Marketing, Risk Assessment, Vendor Management, Security, Sarbanes-Oxley Act, Strategic Planning, Information Technology, Risk Management, Disaster Recovery, Information Security..., SDLC, CISSP, Business Continuity, System Administration, COBIT, IT Management, Leadership, Budgets, IT Operations, IT Audit, Internal Controls, Auditing, Project Planning, PCI DSS, Business Process..., Internal Audit, Church Revitalization, IT Strategy, Data Security, Management, Computer Security, Leadership Development, Business Process, ITIL, Fundraising, Network Security, Financial Risk, Project Portfolio..., Visio
Education
School for Deacons (Diocese of California) 2008 — 2011
Bachelor of Diaconal Studies (BDS), Theology
ISACA - CGEIT Certification
certification, IT Security/Governance
University of Delaware 1970 — 1973
Salesianum School 1966 — 1970
academics
salesianum school 1966 — 1970
diploma, academic
St Anthony of Padua 1958 — 1966
CSI ( Computer Security Institute)
IIA (Institute of Internal Auditors)
ISACA - CISM Certification
IT Security Manager
Sacred Space East Bay (Episcopal) October 2011 - Present
Sojourn Chaplaincy / San Francisco General Hospital and Trauma Center September 2013 - March 2014
Golden Gate Audubon Society February 2012 - February 2013
UCSF July 2009 - April 2010
Logitech March 2007 - February 2008
Kaiser Permanente April 2005 - March 2007
Sun Microsystems 2000 - 2005
DHL Airways 1977 - 1999
Wells Fargo Bank 1995 - 1997
Bristol Myers Squibb 1990 - 1995
Skills
Information Security, Data Analysis, Process Improvement, HIPAA, Governance, Software Documentation, Program Management, Non-profits, Public Speaking, Project Management, Policy, Marketing, Risk Assessment, Vendor Management, Security, Sarbanes-Oxley Act, Strategic Planning, Information Technology, Risk Management, Disaster Recovery, Information Security..., SDLC, CISSP, Business Continuity, System Administration, COBIT, IT Management, Leadership, Budgets, IT Operations, IT Audit, Internal Controls, Auditing, Project Planning, PCI DSS, Business Process..., Internal Audit, Church Revitalization, IT Strategy, Data Security, Management, Computer Security, Leadership Development, Business Process, ITIL, Fundraising, Network Security, Financial Risk, Project Portfolio..., Visio
Education
School for Deacons (Diocese of California) 2008 — 2011
Bachelor of Diaconal Studies (BDS), Theology
ISACA - CGEIT Certification
certification, IT Security/Governance
University of Delaware 1970 — 1973
Salesianum School 1966 — 1970
academics
salesianum school 1966 — 1970
diploma, academic
St Anthony of Padua 1958 — 1966
CSI ( Computer Security Institute)
IIA (Institute of Internal Auditors)
ISACA - CISM Certification
IT Security Manager
Alexei Sologoub's Wells Fargo Bank Experience October 2003 - Present
Job Business Banker at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank October 2003 - Present
Education
University of Denver - Daniels College of Business 2003 — 2006
Wells Fargo Bank October 2003 - Present
Education
University of Denver - Daniels College of Business 2003 — 2006
J.J. Hennessey's Wells Fargo Bank Experience April 2010 - Present
Job at
Industry Banking
Experience
Wells Fargo Bank April 2010 - Present
Wells Fargo Bank September 2008 - April 2010
Standard and Poor's May 2007 - July 2008
Random House August 2004 - April 2007
Skills
Financial Analysis, CRM, Valuation, Credit, Finance, Project Planning, Training, Sales, Banking
Education
University of Delaware 2000 — 2004
Bachelor of Arts, English
Wells Fargo Bank April 2010 - Present
Wells Fargo Bank September 2008 - April 2010
Standard and Poor's May 2007 - July 2008
Random House August 2004 - April 2007
Skills
Financial Analysis, CRM, Valuation, Credit, Finance, Project Planning, Training, Sales, Banking
Education
University of Delaware 2000 — 2004
Bachelor of Arts, English
Susan Emil's Wells Fargo Bank Experience August 2009 - May 2011
Job Project Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo 2004 - Present
Wells Fargo Bank August 2009 - May 2011
Jefferson County Public Schools February 2003 - April 2004
Greenbrier & Russel 2002 - 2003
Inflow 2000 - 2001
AT&T 1998 - 2000
TCI Cable 1996 - 1998
MCI 1994 - 1995
Lockheed Martin 1986 - 1991
Education
University of Denver 1989 — 1991
Masters, MCIS
Wells Fargo 2004 - Present
Wells Fargo Bank August 2009 - May 2011
Jefferson County Public Schools February 2003 - April 2004
Greenbrier & Russel 2002 - 2003
Inflow 2000 - 2001
AT&T 1998 - 2000
TCI Cable 1996 - 1998
MCI 1994 - 1995
Lockheed Martin 1986 - 1991
Education
University of Denver 1989 — 1991
Masters, MCIS
Will Driver's Wells Fargo Bank Experience September 2010 - Present
Job Senior Vice President / Regional Sales Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank September 2010 - Present
Wells Fargo Bank September 2007 - September 2010
SunTrust Bank August 2005 - September 2007
MBNA America January 1994 - April 2005
MBNA America 1994 - 2005
MBNA America 1994 - 2005
Skills
Sales Management, Banking, Credit Cards, Commercial Banking, Internet Banking, Credit, Treasury Management, Sales, Management, Loans, Relationship Management, Consumer Lending, Portfolio Management, B2B, Payments, Cross Selling, Electronic Payments, Executive Management, Financial Services, Merchant Services, Cash Management, Commercial Lending, Treasury Services, Payment Systems
Education
University of Delaware 1991 — 1995
Wells Fargo Bank September 2010 - Present
Wells Fargo Bank September 2007 - September 2010
SunTrust Bank August 2005 - September 2007
MBNA America January 1994 - April 2005
MBNA America 1994 - 2005
MBNA America 1994 - 2005
Skills
Sales Management, Banking, Credit Cards, Commercial Banking, Internet Banking, Credit, Treasury Management, Sales, Management, Loans, Relationship Management, Consumer Lending, Portfolio Management, B2B, Payments, Cross Selling, Electronic Payments, Executive Management, Financial Services, Merchant Services, Cash Management, Commercial Lending, Treasury Services, Payment Systems
Education
University of Delaware 1991 — 1995
Roger Letzig's Wells Fargo Bank Experience January 2009 - October 2009
Job Senior Systems Engineer at Prologis
Industry Commercial Real Estate
Experience
Prologis February 2015 - Present
ION Geophysical October 2009 - December 2014
Wells Fargo Bank January 2009 - October 2009
The Parent Company (formerly eToys) October 2006 - December 2008
IBM 2000 - 2006
Skills
Servers, ITIL, JavaScript, Virtualization, Linux, High Availability, Business Analysis, Operating Systems, NetApp, System Administration, Data Center, Windows 7 Migration, Unix, Unix Shell Scripting, Vendor Management, Databases, License Management, Windows, SQL, TCP/IP, XML, Shell Scripting, Active Directory, CentOS, AIX, SDLC, VMware, Troubleshooting, Disaster Recovery, Linux Kernel, Red Hat Linux, Requirements Analysis, Enterprise Architecture, SAN, Windows 8.1, Integration, Security, Network Administration, Windows Server, Solaris, Windows 7, Cisco Technologies
Education
University of Colorado Denver 1992 — 1996
Prologis February 2015 - Present
ION Geophysical October 2009 - December 2014
Wells Fargo Bank January 2009 - October 2009
The Parent Company (formerly eToys) October 2006 - December 2008
IBM 2000 - 2006
Skills
Servers, ITIL, JavaScript, Virtualization, Linux, High Availability, Business Analysis, Operating Systems, NetApp, System Administration, Data Center, Windows 7 Migration, Unix, Unix Shell Scripting, Vendor Management, Databases, License Management, Windows, SQL, TCP/IP, XML, Shell Scripting, Active Directory, CentOS, AIX, SDLC, VMware, Troubleshooting, Disaster Recovery, Linux Kernel, Red Hat Linux, Requirements Analysis, Enterprise Architecture, SAN, Windows 8.1, Integration, Security, Network Administration, Windows Server, Solaris, Windows 7, Cisco Technologies
Education
University of Colorado Denver 1992 — 1996
Steve Inderrieden, PMP's Wells Fargo Bank Experience October 2012 - Present
Job Technical Project Manager at Wells Fargo Bank
Industry Information Technology and Services
Experience
Wells Fargo Bank October 2012 - Present
UnitedHealth Group via AIC May 2012 - October 2012
NCE Group April 2011 - May 2012
Essintial Enterprise Solutions January 2003 - April 2011
Northrop Grumman IT February 2003 - August 2009
Alternative Resources Corporation January 1999 - January 2003
Skills
Servers, Troubleshooting, Storage, Operating Systems, Computer Hardware, Customer Relations, Hardware, XP, Program Management, Windows, Documentation, Process Engineering, Business Analysis, Problem Solving, Analysis, Team Leadership, Microsoft Office, Team Building, HP, Vendor Management, Requirements Analysis, Visio, Process Improvement, Software Documentation, Project Management, System Administration, Management, IT Management, SAN, Software Installation, CRM, Leadership, Business Intelligence, Data Center, Disaster Recovery, Security, Firewalls, Infrastructure, IT Service Management, Information Technology, Risk Management, System Deployment, SharePoint, Enterprise Architecture
Education
2003 University of Colorado 2001 — 2003
BS, Information Systems Management
University of Colorado at Denver 2000 — 2003
Bachelor of Science, MIS
Melrose Area High School
Melrose Area High School
Wells Fargo Bank October 2012 - Present
UnitedHealth Group via AIC May 2012 - October 2012
NCE Group April 2011 - May 2012
Essintial Enterprise Solutions January 2003 - April 2011
Northrop Grumman IT February 2003 - August 2009
Alternative Resources Corporation January 1999 - January 2003
Skills
Servers, Troubleshooting, Storage, Operating Systems, Computer Hardware, Customer Relations, Hardware, XP, Program Management, Windows, Documentation, Process Engineering, Business Analysis, Problem Solving, Analysis, Team Leadership, Microsoft Office, Team Building, HP, Vendor Management, Requirements Analysis, Visio, Process Improvement, Software Documentation, Project Management, System Administration, Management, IT Management, SAN, Software Installation, CRM, Leadership, Business Intelligence, Data Center, Disaster Recovery, Security, Firewalls, Infrastructure, IT Service Management, Information Technology, Risk Management, System Deployment, SharePoint, Enterprise Architecture
Education
2003 University of Colorado 2001 — 2003
BS, Information Systems Management
University of Colorado at Denver 2000 — 2003
Bachelor of Science, MIS
Melrose Area High School
Melrose Area High School
James Fagan's Wells Fargo Bank Experience March 1998 - March 1999
Job Senior Vice President Fulfillment Operations Manager at Urban Lending Solutions
Industry Banking
Experience
Urban Lending Solutions April 2014 - Present
Bank of America January 2011 - April 2014
Key Bank April 2009 - January 2011
Bank of America September 2007 - April 2008
LaSalle Bank January 2005 - April 2008
LaSalle Bank June 2000 - April 2008
LaSalle Bank June 1999 - April 2008
Wells Fargo Bank March 1998 - March 1999
Skills
Mortgage Lending, Loans, Banking, Underwriting, Loan Origination, Process Improvement, Management, Retail Banking, Leadership, Portfolio Management, Strategic Planning, Credit, Mergers & Acquisitions, Residential Mortgages, Small Business Lending, Commercial Banking, Financial Risk, Business Development, Mortgage Banking, Consumer Lending, Credit Analysis, Lines Of Credit, Risk Management, Commercial Lending, Commercial Mortgages, FHA, Mortgage Underwriting, Refinance, Financial Services
Education
University of Detroit Mercy School of Law 1989 — 1991
Law
Western Michigan University 1984 — 1988
Bachelors, Liberal Arts
Urban Lending Solutions April 2014 - Present
Bank of America January 2011 - April 2014
Key Bank April 2009 - January 2011
Bank of America September 2007 - April 2008
LaSalle Bank January 2005 - April 2008
LaSalle Bank June 2000 - April 2008
LaSalle Bank June 1999 - April 2008
Wells Fargo Bank March 1998 - March 1999
Skills
Mortgage Lending, Loans, Banking, Underwriting, Loan Origination, Process Improvement, Management, Retail Banking, Leadership, Portfolio Management, Strategic Planning, Credit, Mergers & Acquisitions, Residential Mortgages, Small Business Lending, Commercial Banking, Financial Risk, Business Development, Mortgage Banking, Consumer Lending, Credit Analysis, Lines Of Credit, Risk Management, Commercial Lending, Commercial Mortgages, FHA, Mortgage Underwriting, Refinance, Financial Services
Education
University of Detroit Mercy School of Law 1989 — 1991
Law
Western Michigan University 1984 — 1988
Bachelors, Liberal Arts
John Heyse's Wells Fargo Bank Experience 2002 - Present
Job Call Center Planning Management at Wells Fargo
Industry Banking
Experience
Wells Fargo 2012 - Present
Wells Fargo Financial August 2002 - Present
Wells Fargo & Co 2002 - Present
Wells Fargo Bank 2002 - Present
Houtson Community Call Center August 2000 - August 2002
First USA July 1996 - August 2000
Education
University of Delaware - Lerner College of Business and Economics 1989 — 1993
BS, Marketing
Alexis I duPont 1986 — 1989
Wells Fargo 2012 - Present
Wells Fargo Financial August 2002 - Present
Wells Fargo & Co 2002 - Present
Wells Fargo Bank 2002 - Present
Houtson Community Call Center August 2000 - August 2002
First USA July 1996 - August 2000
Education
University of Delaware - Lerner College of Business and Economics 1989 — 1993
BS, Marketing
Alexis I duPont 1986 — 1989
Vicki Gordon, CPCP's Wells Fargo Bank Experience January 2008 - Present
Job VP, Account Manager Wells Fargo
Industry Banking
Experience
Wells Fargo Bank January 2008 - Present
Kroenke Sports Enterprises June 2000 - January 2008
Soccer Stop March 1994 - August 2000
Skills
Customer Service, Program Implementation, Credit
Education
University of Denver - Daniels College of Business 1997 — 2000
BS, Business Administration - Management
Wells Fargo Bank January 2008 - Present
Kroenke Sports Enterprises June 2000 - January 2008
Soccer Stop March 1994 - August 2000
Skills
Customer Service, Program Implementation, Credit
Education
University of Denver - Daniels College of Business 1997 — 2000
BS, Business Administration - Management
Irina Solomonik, MBA's Wells Fargo Bank Experience January 2004 - May 2006
Job Owner at R&A Home Care LLC
Industry Financial Services
Experience
R&A Home Care LLC April 2010 - Present
Thomson Reuters (Lipper) December 2008 - September 2010
Great-West Retirement Services February 2008 - May 2008
Kamor Shipping Services March 2007 - January 2008
Strategic Capital Advisers June 2005 - December 2006
Wells Fargo Bank January 2004 - May 2006
Skills
Financial Analysis, Analysis, Forecasting, Financial Modeling, Banking, Sales, Finance, Portfolio Management, Investments, Negotiation, Financial Services, Mutual Funds, Business Analysis, Process Improvement, Project Management, Strategic Planning, Time Management, Data Analysis, Business Process, Microsoft Office, Accounting, Hand Knitting, Cooking, Strategy, Project Planning, Marketing
Education
University of Colorado at Denver 2009 — 2013
MBA, Master of Business Administration with Accounting
University of Colorado Denver 2002 — 2006
Business, Finance and International Business (Dual Bachelor Degree)
R&A Home Care LLC April 2010 - Present
Thomson Reuters (Lipper) December 2008 - September 2010
Great-West Retirement Services February 2008 - May 2008
Kamor Shipping Services March 2007 - January 2008
Strategic Capital Advisers June 2005 - December 2006
Wells Fargo Bank January 2004 - May 2006
Skills
Financial Analysis, Analysis, Forecasting, Financial Modeling, Banking, Sales, Finance, Portfolio Management, Investments, Negotiation, Financial Services, Mutual Funds, Business Analysis, Process Improvement, Project Management, Strategic Planning, Time Management, Data Analysis, Business Process, Microsoft Office, Accounting, Hand Knitting, Cooking, Strategy, Project Planning, Marketing
Education
University of Colorado at Denver 2009 — 2013
MBA, Master of Business Administration with Accounting
University of Colorado Denver 2002 — 2006
Business, Finance and International Business (Dual Bachelor Degree)
Laura Duffy's Wells Fargo Bank Experience October 2007 - September 2009
Job Nutritionist at Academy Laser Dentistry
Industry Health, Wellness and Fitness
Experience
Academy Laser Dentistry June 2013 - Present
Natural Grocers by Vitamin Cottage February 2011 - July 2012
Colorado Capital Bank January 2010 - February 2010
Wells Fargo Bank October 2007 - September 2009
Wells Fargo Bank January 2007 - October 2007
Wells Fargo Bank April 2005 - January 2007
Wells Fargo Bank March 2004 - April 2005
Wells Fargo Bank June 2003 - March 2004
Wells Fargo Bank October 2002 - June 2003
Education
American College of Healthcare Sciences 2010 — 2011
Certificate, Holistic Nutrition Consulting
University of Colorado Colorado Springs 2006 — 2009
MBA, Finance
University of Colorado Colorado Springs 2001 — 2006
Bachelors, Sociology
Academy Laser Dentistry June 2013 - Present
Natural Grocers by Vitamin Cottage February 2011 - July 2012
Colorado Capital Bank January 2010 - February 2010
Wells Fargo Bank October 2007 - September 2009
Wells Fargo Bank January 2007 - October 2007
Wells Fargo Bank April 2005 - January 2007
Wells Fargo Bank March 2004 - April 2005
Wells Fargo Bank June 2003 - March 2004
Wells Fargo Bank October 2002 - June 2003
Education
American College of Healthcare Sciences 2010 — 2011
Certificate, Holistic Nutrition Consulting
University of Colorado Colorado Springs 2006 — 2009
MBA, Finance
University of Colorado Colorado Springs 2001 — 2006
Bachelors, Sociology
Wendee Crowley's Wells Fargo Bank Experience August 2008 - Present
Job Relationship Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank August 2008 - Present
Wells Fargo 2002 - 2008
Education
University of Denver - Daniels College of Business 1989 — 1993
BSBA, International Business
Wells Fargo Bank August 2008 - Present
Wells Fargo 2002 - 2008
Education
University of Denver - Daniels College of Business 1989 — 1993
BSBA, International Business
Andrea Stellish's Wells Fargo Bank Experience November 1995 - Present
Job Relationship Manager, VP at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank November 1995 - Present
Skills
Trust Services, Global Custody, Qualified Retirement..., Investments, Securities, 401k, Asset Management, Retirement, Financial Services, Retirement Planning, Employee Benefits, Wealth Management, Risk Management, Mutual Funds
Education
University of Colorado Denver 1994 — 2005
Bachelor of Science (BS), Finance
Wells Fargo Bank November 1995 - Present
Skills
Trust Services, Global Custody, Qualified Retirement..., Investments, Securities, 401k, Asset Management, Retirement, Financial Services, Retirement Planning, Employee Benefits, Wealth Management, Risk Management, Mutual Funds
Education
University of Colorado Denver 1994 — 2005
Bachelor of Science (BS), Finance
Angela Fabus's Wells Fargo Bank Experience August 2008 - November 2010
Job Vice President at NXT Capital
Industry Financial Services
Experience
NXT Capital December 2010 - Present
Wells Fargo Bank August 2008 - November 2010
Merrill Lynch Capital 2003 - 2008
Education
University of Dayton School of Law 1995 — 1998
NXT Capital December 2010 - Present
Wells Fargo Bank August 2008 - November 2010
Merrill Lynch Capital 2003 - 2008
Education
University of Dayton School of Law 1995 — 1998
Kim Gorman's Wells Fargo Bank Experience 2007 - Present
Job Regional Vice President, Wells Fargo Bank
Industry Banking
Experience
Wells Fargo 2012 - Present
Wells Fargo Bank 2007 - Present
National City Bank 1999 - 2007
National Bank of Detroit, NBD, First Chicago NBD, Bank One, Chase 1990 - 1999
Skills
Commercial Banking, Commercial Lending, Financial Analysis, Treasury Management, Finance, Valuation, Loans, Mergers & Acquisitions, Banking, Credit Analysis, Due Diligence, Financial Services, Wealth Management, Mortgage Lending, Financial Modeling, Strategic Financial..., Credit
Education
University of Detroit Mercy 1990 — 1994
MBA, Finance
Kids are classmates at Adams and Mutual friends with Maura Cook
Sturgis High School
Sturgis High School
Western Michigan University
Bachelor's of Business Administration, Management
Wells Fargo 2012 - Present
Wells Fargo Bank 2007 - Present
National City Bank 1999 - 2007
National Bank of Detroit, NBD, First Chicago NBD, Bank One, Chase 1990 - 1999
Skills
Commercial Banking, Commercial Lending, Financial Analysis, Treasury Management, Finance, Valuation, Loans, Mergers & Acquisitions, Banking, Credit Analysis, Due Diligence, Financial Services, Wealth Management, Mortgage Lending, Financial Modeling, Strategic Financial..., Credit
Education
University of Detroit Mercy 1990 — 1994
MBA, Finance
Kids are classmates at Adams and Mutual friends with Maura Cook
Sturgis High School
Sturgis High School
Western Michigan University
Bachelor's of Business Administration, Management
Michael C.K. Moorhead's Wells Fargo Bank Experience April 1989 - July 2012
Job Executive Vice President at Cornerstone Bank
Industry Banking
Experience
Cornerstone Bank NJ July 2012 - Present
Wells Fargo Bank April 1989 - July 2012
Commerce Bank 1986 - 1989
Bank of Mid Jersey 1984 - 1986
Skills
Credit Analysis, Strategic Planning, Small Business Lending, Commercial Banking, Commercial Lending, Financial Analysis, Banking, Credit, Underwriting, Customer Service, Leadership, Loans, Portfolio Management, Cash Management, Mortgage Lending, Budgets, Consumer Lending, Lines Of Credit, Commercial Mortgages, Risk Management, Retail Banking, Asset Based Lending, Loan Origination, Financial Risk, Mortgage Banking, Relationship Management, Finance, Wealth Management, Credit Risk, Cross Selling, Investments
Education
University of Dayton 1980 — 1981
MBA
University of Dayton 1975 — 1979
BS, Finance
Cornerstone Bank NJ July 2012 - Present
Wells Fargo Bank April 1989 - July 2012
Commerce Bank 1986 - 1989
Bank of Mid Jersey 1984 - 1986
Skills
Credit Analysis, Strategic Planning, Small Business Lending, Commercial Banking, Commercial Lending, Financial Analysis, Banking, Credit, Underwriting, Customer Service, Leadership, Loans, Portfolio Management, Cash Management, Mortgage Lending, Budgets, Consumer Lending, Lines Of Credit, Commercial Mortgages, Risk Management, Retail Banking, Asset Based Lending, Loan Origination, Financial Risk, Mortgage Banking, Relationship Management, Finance, Wealth Management, Credit Risk, Cross Selling, Investments
Education
University of Dayton 1980 — 1981
MBA
University of Dayton 1975 — 1979
BS, Finance
Olga Azanyan's Wells Fargo Bank Experience December 2004 - October 2007
Job Retirement Plan Specialist at GWLS
Industry Financial Services
Experience
GWL October 2008 - Present
Wells Fargo Bank December 2004 - October 2007
CS USA August 2001 - August 2004
Skills
Series 63, Banking, Retirement Planning, Series 6, Credit, Mutual Funds, Credit Analysis, Retirement, Financial Analysis, Asset Allocation, IRAs
Education
University of Colorado at Denver 2001 — 2005
BA in Communications, with a Certificate in Mediation
GWL October 2008 - Present
Wells Fargo Bank December 2004 - October 2007
CS USA August 2001 - August 2004
Skills
Series 63, Banking, Retirement Planning, Series 6, Credit, Mutual Funds, Credit Analysis, Retirement, Financial Analysis, Asset Allocation, IRAs
Education
University of Colorado at Denver 2001 — 2005
BA in Communications, with a Certificate in Mediation
Lisa Hutar's Wells Fargo Bank Experience June 2006 - June 2008
Job Wealth Planner at Comerica Bank
Industry Legal Services
Experience
Comerica Bank January 2015 - Present
Wells Fargo Private Bank 2006 - December 2014
Wells Fargo Bank June 2006 - June 2008
Lisa Hutar and Associates June 2000 - June 2006
Skills
Estate Planning, Trusts, Wealth Management..., Estate Administration, Wealth Management, Asset Protection, High Net Worth..., Estate Law, Charitable Trusts, Wealth, Tax, Succession Planning, Insurance, Estate Tax Planning, Trust Services, Retirement Planning
Education
University of Denver - Sturm College of Law
J. D., Law
Comerica Bank January 2015 - Present
Wells Fargo Private Bank 2006 - December 2014
Wells Fargo Bank June 2006 - June 2008
Lisa Hutar and Associates June 2000 - June 2006
Skills
Estate Planning, Trusts, Wealth Management..., Estate Administration, Wealth Management, Asset Protection, High Net Worth..., Estate Law, Charitable Trusts, Wealth, Tax, Succession Planning, Insurance, Estate Tax Planning, Trust Services, Retirement Planning
Education
University of Denver - Sturm College of Law
J. D., Law
Adam Fegyveresi's Wells Fargo Bank Experience May 2010 - Present
Job Treasury Division at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank May 2010 - Present
Wells Fargo Securities September 2005 - April 2010
Wells Fargo Securities August 2002 - August 2005
Merrill Lynch Investment Managers June 1998 - August 2002
Skills
Derivatives, Fixed Income, Portfolio Management, Risk Management, Financial Risk, Corporate Finance, Equities, Trading, FX Options, Securities, Investments, Business Analysis, Financial Services, Basel II, Treasury Management, Commodity, Analysis, Cross-functional Team..., Interest Rate Swaps, Financial Modeling, Money Market, Banking, Relationship Management, Credit Risk, Finance, Capital Markets, Financial Analysis, Strategic Financial...
Education
Wake Forest University School of Business 2005 — 2007
Masters, Business Administration
University of Delaware
Business, Finance and Economics
Wells Fargo Bank May 2010 - Present
Wells Fargo Securities September 2005 - April 2010
Wells Fargo Securities August 2002 - August 2005
Merrill Lynch Investment Managers June 1998 - August 2002
Skills
Derivatives, Fixed Income, Portfolio Management, Risk Management, Financial Risk, Corporate Finance, Equities, Trading, FX Options, Securities, Investments, Business Analysis, Financial Services, Basel II, Treasury Management, Commodity, Analysis, Cross-functional Team..., Interest Rate Swaps, Financial Modeling, Money Market, Banking, Relationship Management, Credit Risk, Finance, Capital Markets, Financial Analysis, Strategic Financial...
Education
Wake Forest University School of Business 2005 — 2007
Masters, Business Administration
University of Delaware
Business, Finance and Economics
Jamie Valle's Wells Fargo Bank Experience May 2010 - November 2014
Job Commercial Credit Analyst III at TD
Industry Banking
Experience
TD November 2014 - Present
Wells Fargo Bank May 2010 - November 2014
SunTrust Bank May 2005 - May 2010
Skills
Loans, Commercial Lending, Small Business Lending, Commercial Banking, Portfolio Management, Banking, Financial Analysis, Finance, Credit Analysis
Education
University of Florida 2004 — 2005
Master's Degree, International Business
University of Florida 2000 — 2004
Bachelors, Finance
TD November 2014 - Present
Wells Fargo Bank May 2010 - November 2014
SunTrust Bank May 2005 - May 2010
Skills
Loans, Commercial Lending, Small Business Lending, Commercial Banking, Portfolio Management, Banking, Financial Analysis, Finance, Credit Analysis
Education
University of Florida 2004 — 2005
Master's Degree, International Business
University of Florida 2000 — 2004
Bachelors, Finance
Tricia Schneider's Wells Fargo Bank Experience 1995 - 1999
Job Development Director at CASA of Central Texas
Industry Nonprofit Organization Management
Experience
CASA of Central Texas 2002 - Present
CC Life Coach 2015 - Present
Buda United Methodist Church 1997 - 2011
Olympus Servicing LP 1999 - 2002
Wells Fargo Bank 1995 - 1999
Marathon Oil Company 1990 - 1995
Skills
Community Outreach, Nonprofits, Social Services, Editing, Leadership, Event Planning, Human Resources, Social Media, Customer Service, Volunteer Management, Public Speaking, Performance Management, Management, Strategic Planning, Benefits Administration, Employee Engagement, Training, Non-profits
Education
West Virginia University 1989 — 1990
MS, Industrial & Labor Relations
University of Delaware 1900 — 1989
BA, Psychology
CASA of Central Texas 2002 - Present
CC Life Coach 2015 - Present
Buda United Methodist Church 1997 - 2011
Olympus Servicing LP 1999 - 2002
Wells Fargo Bank 1995 - 1999
Marathon Oil Company 1990 - 1995
Skills
Community Outreach, Nonprofits, Social Services, Editing, Leadership, Event Planning, Human Resources, Social Media, Customer Service, Volunteer Management, Public Speaking, Performance Management, Management, Strategic Planning, Benefits Administration, Employee Engagement, Training, Non-profits
Education
West Virginia University 1989 — 1990
MS, Industrial & Labor Relations
University of Delaware 1900 — 1989
BA, Psychology
Dave Bely's Wells Fargo Bank Experience June 2007 - Present
Job Relationship Associate at Wells Fargo Capital Finance
Industry Banking
Experience
Wells Fargo Bank June 2007 - Present
Education
University of Colorado Denver 1998 — 2002
Business Management
Wells Fargo Bank June 2007 - Present
Education
University of Colorado Denver 1998 — 2002
Business Management
Lazaro Sarabia's Wells Fargo Bank Experience August 2005 - Present
Job Vice President at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank August 2005 - Present
Skills
Banking, Portfolio Management, Commercial Banking, Loans, Credit, Credit Analysis, Credit Risk, Risk Management, Commercial Lending, Retail Banking, Trade Finance, Payments, Cash Management, Fixed Income, Investments, Loan Origination, Private Banking, Asset Based Lending, Credit Cards, Underwriting, Treasury Management, Project Finance, Structured Finance, Financial Risk, Consumer Lending, Capital Markets, Small Business Lending, Relationship Management, Due Diligence, Financial Institutions, Financial Structuring, Investment Banking, Financial Services, Finance, Corporate Finance, Financial Analysis, Wealth Management, Business Analysis, Funding, Mortgage Lending, Lines Of Credit, FX Options, Treasury Services, Financial Markets, Syndications, Derivatives, Cross Selling, AML, Structured Products, Trading
Education
University of Dayton 1975 — 1978
BS, Accounting & Finance
Wells Fargo Bank August 2005 - Present
Skills
Banking, Portfolio Management, Commercial Banking, Loans, Credit, Credit Analysis, Credit Risk, Risk Management, Commercial Lending, Retail Banking, Trade Finance, Payments, Cash Management, Fixed Income, Investments, Loan Origination, Private Banking, Asset Based Lending, Credit Cards, Underwriting, Treasury Management, Project Finance, Structured Finance, Financial Risk, Consumer Lending, Capital Markets, Small Business Lending, Relationship Management, Due Diligence, Financial Institutions, Financial Structuring, Investment Banking, Financial Services, Finance, Corporate Finance, Financial Analysis, Wealth Management, Business Analysis, Funding, Mortgage Lending, Lines Of Credit, FX Options, Treasury Services, Financial Markets, Syndications, Derivatives, Cross Selling, AML, Structured Products, Trading
Education
University of Dayton 1975 — 1978
BS, Accounting & Finance
Gail Nakama's Wells Fargo Bank Experience April 2009 - September 2012
Job Business Banking Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2012 - Present
Wells Fargo Bank April 2009 - September 2012
Wachovia June 2008 - November 2009
Bank of America April 2007 - June 2008
First Hawaiian Bank November 2003 - April 2006
American Savings Bank - HEI, Inc. 1998 - 2003
Education
Pacific Coast Banking School
University of Denver 1985 — 1987
BSBA, Finance
University of Hawaii at Manoa 1983 — 1985
Wells Fargo October 2012 - Present
Wells Fargo Bank April 2009 - September 2012
Wachovia June 2008 - November 2009
Bank of America April 2007 - June 2008
First Hawaiian Bank November 2003 - April 2006
American Savings Bank - HEI, Inc. 1998 - 2003
Education
Pacific Coast Banking School
University of Denver 1985 — 1987
BSBA, Finance
University of Hawaii at Manoa 1983 — 1985
Tom Downham's Wells Fargo Bank Experience February 2002 - Present
Job Finance Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank February 2002 - Present
Bank of America March 1996 - October 2001
Education
New York University - Leonard N. Stern School of Business 1980 — 1983
MBA, Finance
University of Delaware 1973 — 1977
BS, Microbiology
Wells Fargo Bank February 2002 - Present
Bank of America March 1996 - October 2001
Education
New York University - Leonard N. Stern School of Business 1980 — 1983
MBA, Finance
University of Delaware 1973 — 1977
BS, Microbiology
Erik Engebrigtsen's Wells Fargo Bank Experience March 2007 - Present
Job Collateral Review Appraiser
Industry Banking
Experience
Wells Fargo Bank March 2007 - Present
Education
University of Dayton 1965 — 1969
BS, Economics
Wells Fargo Bank March 2007 - Present
Education
University of Dayton 1965 — 1969
BS, Economics
George Flynn's Wells Fargo Bank Experience January 1991 - Present
Job SVP Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank January 1991 - Present
Fleet National Bank January 1986 - September 1991
Education
University of Denver 1981 — 1985
BSBA, Marketing
Kingswood Oxford School 1977 — 1981
High School
Wells Fargo Bank January 1991 - Present
Fleet National Bank January 1986 - September 1991
Education
University of Denver 1981 — 1985
BSBA, Marketing
Kingswood Oxford School 1977 — 1981
High School
Bruce Perrine's Wells Fargo Bank Experience July 2007 - July 2012
Job SVP Commercial Banking CRE at Synovus
Industry Banking
Experience
Synovus August 2013 - Present
First National Bank of the Gulf Coast November 2012 - July 2013
Wells Fargo Bank July 2007 - July 2012
Wachovia Bank June 2002 - June 2007
Wachovia Bank April 1999 - May 2002
SunTrust Bank June 1994 - April 1999
Barnett Bank September 1983 - June 1994
Skills
Loans, Underwriting, Credit Analysis, Banking, Portfolio Management, Treasury Management, Real Estate Economics, Finance, Debt Restructuring, Risk Management, Real Estate, Financial Analysis, Sales Management, Residential Homes, Due Diligence, Sales, Mergers & Acquisitions, Management, Financial Services
Education
University of Florida 1981 — 1983
Master of Business Administration (MBA), Business Administration and Management, General
University of Florida 1976 — 1981
Bachelor of Science (B.S.), Business Administration and Management, General
Synovus August 2013 - Present
First National Bank of the Gulf Coast November 2012 - July 2013
Wells Fargo Bank July 2007 - July 2012
Wachovia Bank June 2002 - June 2007
Wachovia Bank April 1999 - May 2002
SunTrust Bank June 1994 - April 1999
Barnett Bank September 1983 - June 1994
Skills
Loans, Underwriting, Credit Analysis, Banking, Portfolio Management, Treasury Management, Real Estate Economics, Finance, Debt Restructuring, Risk Management, Real Estate, Financial Analysis, Sales Management, Residential Homes, Due Diligence, Sales, Mergers & Acquisitions, Management, Financial Services
Education
University of Florida 1981 — 1983
Master of Business Administration (MBA), Business Administration and Management, General
University of Florida 1976 — 1981
Bachelor of Science (B.S.), Business Administration and Management, General
Steve Bammesberger's Wells Fargo Bank Experience October 2005 - Present
Job Network Engineer at Wells Fargo Bank
Industry Computer Software
Experience
Wells Fargo Bank October 2005 - Present
Wells Fargo 2005 - Present
WorldCom May 2002 - July 2005
Comsys, Inc April 1998 - August 2001
LSI Logic December 1996 - April 1998
MCI October 1994 - December 1996
Western Geophysical October 1991 - October 1994
Skills
CTI, IVR, Genesys
Education
University of Colorado Colorado Springs 1983 — 1990
BS Applied Mathematics, Electrical Engineering
Wells Fargo Bank October 2005 - Present
Wells Fargo 2005 - Present
WorldCom May 2002 - July 2005
Comsys, Inc April 1998 - August 2001
LSI Logic December 1996 - April 1998
MCI October 1994 - December 1996
Western Geophysical October 1991 - October 1994
Skills
CTI, IVR, Genesys
Education
University of Colorado Colorado Springs 1983 — 1990
BS Applied Mathematics, Electrical Engineering
Susan Osbourn's Wells Fargo Bank Experience October 2009 - Present
Job Learning and Development Consultant
Industry Banking
Experience
Wells Fargo Bank October 2009 - Present
Wells Fargo Bank January 2006 - June 2009
Bank of America January 1997 - August 2005
Education
University of Delaware
BS, Human Resources
University of Delaware
Secondary Education Certification
Widener University
Delaware Real Estate Program
Wells Fargo Bank October 2009 - Present
Wells Fargo Bank January 2006 - June 2009
Bank of America January 1997 - August 2005
Education
University of Delaware
BS, Human Resources
University of Delaware
Secondary Education Certification
Widener University
Delaware Real Estate Program
Mark Sheppard's Wells Fargo Bank Experience August 2011 - January 2013
Job Realtime Energy Trader at ACES
Industry Oil & Energy
Experience
ACES – excellence in energy January 2014 - Present
Appoquinimink School District October 2006 - June 2015
Amazon.com June 2013 - January 2014
Wells Fargo Bank August 2011 - January 2013
Customized Energy Solutions November 2008 - August 2011
Yuma Power, LLC April 2008 - October 2008
Conectiv Energy July 2004 - March 2008
DTE Energy July 2003 - July 2004
Pacific Gas and Electric Energy Trading July 1998 - July 2003
The Power Company of America August 1997 - July 1998
Skills
Trading, Commodities, Power Trading, Gas, Coal, Demand Response, Commodity, Risk Management, Commodity Markets, Energy, Natural Gas, Renewable Energy, Finance, Analysis, Energy Industry, Forecasting, Energy Markets, Hedging
Education
The University of Connecticut 1984 — 1987
Bachelor of Arts, Psychology
Delran H.S. 1976 — 1980
ACES – excellence in energy January 2014 - Present
Appoquinimink School District October 2006 - June 2015
Amazon.com June 2013 - January 2014
Wells Fargo Bank August 2011 - January 2013
Customized Energy Solutions November 2008 - August 2011
Yuma Power, LLC April 2008 - October 2008
Conectiv Energy July 2004 - March 2008
DTE Energy July 2003 - July 2004
Pacific Gas and Electric Energy Trading July 1998 - July 2003
The Power Company of America August 1997 - July 1998
Skills
Trading, Commodities, Power Trading, Gas, Coal, Demand Response, Commodity, Risk Management, Commodity Markets, Energy, Natural Gas, Renewable Energy, Finance, Analysis, Energy Industry, Forecasting, Energy Markets, Hedging
Education
The University of Connecticut 1984 — 1987
Bachelor of Arts, Psychology
Delran H.S. 1976 — 1980
Brittany Henry's Wells Fargo Bank Experience 2005 - 2008
Job CSA/Contract Specialist at USAFA Contracting
Industry Financial Services
Laura Henning's Wells Fargo Bank Experience 1993 - 2009
Job Lead Cashier at Colorado Springs Utilities
Industry Banking
Experience
Colorado Springs Utilities April 2009 - Present
Wells Fargo Bank 1993 - 2009
Education
University of Colorado Colorado Springs 1979 — 1982
BA, Psychology
Colorado Springs Utilities April 2009 - Present
Wells Fargo Bank 1993 - 2009
Education
University of Colorado Colorado Springs 1979 — 1982
BA, Psychology
Mark Southern's Wells Fargo Bank Experience January 2014 - Present
Job Head of Investment Product Risk at Wells Fargo Bank
Industry Investment Management
Experience
Wells Fargo Bank January 2014 - Present
Wells Capital Management November 2009 - December 2013
Evergreen Investments 2002 - 2009
Evergreen Investments 2000 - 2002
Wachovia Bank 1997 - 2000
Skills
Bloomberg (including..., Microsoft Office expert, Factset, Morningstar, Word, Excel, PowerPoint, Access, Outlook, VBA, Bloomberg, Research, Fixed Income, Lotus Notes, Budgeting, Adobe Acrobat, Bloomberg Terminal, Administration, Equities, Derivatives, Portia, Performance Attribution, Bonds, Mutual Funds, Investments, Risk Management, Credit, Risk, Asset Management, Securities, Capital Markets, Financial Analysis, Financial Modeling, Investment Strategies, Due Diligence, Financial Markets, Industry Analysis, Structured Products, Banking, Options, Economics, Credit Risk
Education
University of Florida
B.S., Finance
Wells Fargo Bank January 2014 - Present
Wells Capital Management November 2009 - December 2013
Evergreen Investments 2002 - 2009
Evergreen Investments 2000 - 2002
Wachovia Bank 1997 - 2000
Skills
Bloomberg (including..., Microsoft Office expert, Factset, Morningstar, Word, Excel, PowerPoint, Access, Outlook, VBA, Bloomberg, Research, Fixed Income, Lotus Notes, Budgeting, Adobe Acrobat, Bloomberg Terminal, Administration, Equities, Derivatives, Portia, Performance Attribution, Bonds, Mutual Funds, Investments, Risk Management, Credit, Risk, Asset Management, Securities, Capital Markets, Financial Analysis, Financial Modeling, Investment Strategies, Due Diligence, Financial Markets, Industry Analysis, Structured Products, Banking, Options, Economics, Credit Risk
Education
University of Florida
B.S., Finance
Fauzia Chuhadry's Wells Fargo Bank Experience October 1999 - April 2007
Job System Accountant at DFAS
Industry Accounting
Experience
DFAS June 2006 - Present
Wells Fargo Bank October 1999 - April 2007
Skills
Financial Analysis, Auditing, Analysis, Program Management, Management, Financial Accounting, Accounts Payable, Risk Management
Education
University of Colorado Denver 2000 — 2006
BS in Business Administration, Accounting and Finance
DFAS June 2006 - Present
Wells Fargo Bank October 1999 - April 2007
Skills
Financial Analysis, Auditing, Analysis, Program Management, Management, Financial Accounting, Accounts Payable, Risk Management
Education
University of Colorado Denver 2000 — 2006
BS in Business Administration, Accounting and Finance
Irina Nazarenko's Wells Fargo Bank Experience April 2006 - October 2010
Job Implementation Consultant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo November 2010 - Present
Wells Fargo Bank April 2006 - October 2010
Skills
Banking, Retail Banking, Microsoft Office, Word, Excel, PowerPoint, Customer Service, Financial Analysis, Microsoft Excel, Change Management, Strategic Planning, Finance, Performance Management, Microsoft Word, Risk Management
Education
University of Denver 2010 — 2013
Business Administration
Technical College Riga, Latvia 1982 — 1986
Bachelor's, Computer Programming
Wells Fargo November 2010 - Present
Wells Fargo Bank April 2006 - October 2010
Skills
Banking, Retail Banking, Microsoft Office, Word, Excel, PowerPoint, Customer Service, Financial Analysis, Microsoft Excel, Change Management, Strategic Planning, Finance, Performance Management, Microsoft Word, Risk Management
Education
University of Denver 2010 — 2013
Business Administration
Technical College Riga, Latvia 1982 — 1986
Bachelor's, Computer Programming
Clint Calli's Wells Fargo Bank Experience 2008 - 2009
Job Store Manager at Kohl's Department Stores
Industry Retail
Experience
Kohl's Department Stores April 2013 - Present
Kohl's Department Stores March 2010 - April 2013
McNew & Associates 2009 - 2009
Wells Fargo Bank 2008 - 2009
Skills
Results Oriented, Team Building, Conflict Resolution, HR Policies, Defense Contract..., New Business Development, Business Acumen, Due Diligence, Sourcing, Payroll, Human Resources, Goal Oriented, Employee Engagement, Retail, Analysis, Management, Performance Motivation, Team Motivation, Customer Service
Education
Mesa state college
University of Colorado at Colorado Springs
Management and Marketing
Kohl's Department Stores April 2013 - Present
Kohl's Department Stores March 2010 - April 2013
McNew & Associates 2009 - 2009
Wells Fargo Bank 2008 - 2009
Skills
Results Oriented, Team Building, Conflict Resolution, HR Policies, Defense Contract..., New Business Development, Business Acumen, Due Diligence, Sourcing, Payroll, Human Resources, Goal Oriented, Employee Engagement, Retail, Analysis, Management, Performance Motivation, Team Motivation, Customer Service
Education
Mesa state college
University of Colorado at Colorado Springs
Management and Marketing
Cheryl Bohn's Wells Fargo Bank Experience May 2001 - Present
Job Account Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank May 2001 - Present
Equity Residential 1998 - 2001
Skills
Securities, Mutual Funds, Loans, Banking, Risk Management, Series 7, Financial Services, Relationship Management
Education
University of Delaware 1991 — 1995
Bachelor of Arts, Criminal Justice
Wells Fargo Bank May 2001 - Present
Equity Residential 1998 - 2001
Skills
Securities, Mutual Funds, Loans, Banking, Risk Management, Series 7, Financial Services, Relationship Management
Education
University of Delaware 1991 — 1995
Bachelor of Arts, Criminal Justice
Wafaa Bennett's Wells Fargo Bank Experience May 2005 - April 2008
Job Benefits Manager at Ghafari Associates and GTECH Services, Inc.
Industry Architecture & Planning
Experience
Ghafari Associates and G-TECH Services, Inc. August 2014 - Present
Ghafari Associates March 2010 - August 2014
Ghafari Associates May 2008 - February 2010
Wells Fargo Bank May 2005 - April 2008
Fidelity Bank January 1982 - November 1986
Arthur Andersen January 1980 - November 1982
Skills
Accounting
Education
University of Detroit Mercy 1977 — 1981
Bachelor of Science, Accounting
Ghafari Associates and G-TECH Services, Inc. August 2014 - Present
Ghafari Associates March 2010 - August 2014
Ghafari Associates May 2008 - February 2010
Wells Fargo Bank May 2005 - April 2008
Fidelity Bank January 1982 - November 1986
Arthur Andersen January 1980 - November 1982
Skills
Accounting
Education
University of Detroit Mercy 1977 — 1981
Bachelor of Science, Accounting
Marc Bacon's Wells Fargo Bank Experience June 2010 - August 2015
Job Product Manager Electronic Payments
Industry Financial Services
Experience
LexisNexis August 2015 - Present
Wells Fargo Bank June 2010 - August 2015
First Data August 2008 - June 2010
Skills
Excel, SQL, Database Design, Technical Writing, Financial Analysis, Financial Forecasting, Salesforce.com, Databases, Electronic Payments, Credit Cards, B2B, Payment Gateways, Payment Card Processing, Business Analysis, Payments, Merchant Services, Analysis, Cards, Treasury Management, Product Management, E-commerce, Microsoft Excel
Education
University of Florida - Warrington College of Business Administration 2006 — 2008
MSDIS, Object-Oriented Programming, Database, Information Systems, Operations Management, Financial Audit
University of Florida 2002 — 2006
BSAC, Accounting, Finance, Business
LexisNexis August 2015 - Present
Wells Fargo Bank June 2010 - August 2015
First Data August 2008 - June 2010
Skills
Excel, SQL, Database Design, Technical Writing, Financial Analysis, Financial Forecasting, Salesforce.com, Databases, Electronic Payments, Credit Cards, B2B, Payment Gateways, Payment Card Processing, Business Analysis, Payments, Merchant Services, Analysis, Cards, Treasury Management, Product Management, E-commerce, Microsoft Excel
Education
University of Florida - Warrington College of Business Administration 2006 — 2008
MSDIS, Object-Oriented Programming, Database, Information Systems, Operations Management, Financial Audit
University of Florida 2002 — 2006
BSAC, Accounting, Finance, Business
William Scott Heitmann's Wells Fargo Bank Experience September 2007 - April 2010
Job Vice President at Colorado Business Bank
Industry Banking
Experience
Colorado Business Bank March 2014 - Present
Wells Fargo April 2010 - March 2014
Wells Fargo Bank September 2007 - April 2010
Skills
Commercial Banking:..., Clients with annual..., Experience with both..., Commercial Banking, Finance, Portfolio Management, Commercial Lending, Credit Analysis, Risk Management, Credit, Financial Analysis, Loans, Banking
Education
University of Denver 2013 — 2015
Executive MBA, Leadership and Finance
University of Denver 1996 — 2001
BA Mass Comm, Mass Comm, and Business
Colorado Business Bank March 2014 - Present
Wells Fargo April 2010 - March 2014
Wells Fargo Bank September 2007 - April 2010
Skills
Commercial Banking:..., Clients with annual..., Experience with both..., Commercial Banking, Finance, Portfolio Management, Commercial Lending, Credit Analysis, Risk Management, Credit, Financial Analysis, Loans, Banking
Education
University of Denver 2013 — 2015
Executive MBA, Leadership and Finance
University of Denver 1996 — 2001
BA Mass Comm, Mass Comm, and Business
Matthew Novack's Wells Fargo Bank Experience 2008 - 2012
Job Foreign Exchange Sales at HSBC
Industry Banking
Experience
HSBC 2012 - Present
Wells Fargo Bank 2008 - 2012
J.P. Morgan June 2007 - August 2007
Skills
FX, FX Options, Structuring, Derivatives, Hedging, Capital Markets, Currency, Foreign Exchange..., Risk Management, Fixed Income, Foreign Exchange, Portfolio Management
Education
University of Florida 2007 — 2008
M.S., Finance
University of Florida - Warrington College of Business Administration 2003 — 2007
BSBA, Finance
HSBC 2012 - Present
Wells Fargo Bank 2008 - 2012
J.P. Morgan June 2007 - August 2007
Skills
FX, FX Options, Structuring, Derivatives, Hedging, Capital Markets, Currency, Foreign Exchange..., Risk Management, Fixed Income, Foreign Exchange, Portfolio Management
Education
University of Florida 2007 — 2008
M.S., Finance
University of Florida - Warrington College of Business Administration 2003 — 2007
BSBA, Finance
Stephen Hoyt, CISA's Wells Fargo Bank Experience December 2006 - November 2011
Job IT Compliance Facilitator at Hanger, Inc.
Industry Semiconductors
Experience
Hanger, Inc. June 2014 - Present
Applied Materials November 2011 - June 2014
Wells Fargo Bank December 2006 - November 2011
Target October 2003 - August 2006
Skills
Security, IT Audit, Risk Management, CISA, Auditing, Internal Controls, Vulnerability Assessment, Financial Risk, Application Security, Vulnerability Management, Testing, Leadership, Firewalls, Management, Sarbanes-Oxley Act, Internal Audit, Business Continuity, Information Security
Education
University of Colorado Denver 2003 — 2006
MS, Information Systems, and MBA
Denver Technical College 2001 — 2002
Certificate, Network and Systems Administration
University of Colorado Denver 1995 — 2000
BS, Psychology
Hanger, Inc. June 2014 - Present
Applied Materials November 2011 - June 2014
Wells Fargo Bank December 2006 - November 2011
Target October 2003 - August 2006
Skills
Security, IT Audit, Risk Management, CISA, Auditing, Internal Controls, Vulnerability Assessment, Financial Risk, Application Security, Vulnerability Management, Testing, Leadership, Firewalls, Management, Sarbanes-Oxley Act, Internal Audit, Business Continuity, Information Security
Education
University of Colorado Denver 2003 — 2006
MS, Information Systems, and MBA
Denver Technical College 2001 — 2002
Certificate, Network and Systems Administration
University of Colorado Denver 1995 — 2000
BS, Psychology
Gordon Elderdice's Wells Fargo Bank Experience June 2000 - Present
Job Senior Vice President
Industry Financial Services
Experience
Wells Fargo Bank June 2000 - Present
iStar Financial June 1997 - June 2000
Skills
Underwriting, Real Estate, Due Diligence, Credit, Financial Analysis, Portfolio Management, Loans, Valuation, Real Estate Economics, Mortgage Lending, Risk Management, Commercial Lending, Asset Management, Investments, Credit Analysis
Education
University of Florida 1983 — 1987
BSBA, Finance
Wells Fargo Bank June 2000 - Present
iStar Financial June 1997 - June 2000
Skills
Underwriting, Real Estate, Due Diligence, Credit, Financial Analysis, Portfolio Management, Loans, Valuation, Real Estate Economics, Mortgage Lending, Risk Management, Commercial Lending, Asset Management, Investments, Credit Analysis
Education
University of Florida 1983 — 1987
BSBA, Finance
Sandra Burge's Wells Fargo Bank Experience January 1986 - Present
Job Business Banking, Vice President at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank January 1986 - Present
Skills
Commercial Lending, Loans, Small Business Lending, Credit, Banking, Commercial Banking, Credit Analysis, Loan Origination, Marketing, Mortgage Lending, Portfolio Management
Education
University of Florida 1981 — 1985
BS, Finance
Wells Fargo Bank January 1986 - Present
Skills
Commercial Lending, Loans, Small Business Lending, Credit, Banking, Commercial Banking, Credit Analysis, Loan Origination, Marketing, Mortgage Lending, Portfolio Management
Education
University of Florida 1981 — 1985
BS, Finance
diane hawk's Wells Fargo Bank Experience February 2004 - Present
Job personal banker at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wells Fargo 2005 - Present
Wells Fargo Bank February 2004 - Present
dolphin cruise line 1990 - 1992
Skills
Consumer Lending, Small Business Lending, Loans, Lines Of Credit
Education
University of Delaware
B.S.B.A., marketing
Wells Fargo 2005 - Present
Wells Fargo Bank February 2004 - Present
dolphin cruise line 1990 - 1992
Skills
Consumer Lending, Small Business Lending, Loans, Lines Of Credit
Education
University of Delaware
B.S.B.A., marketing
carlos mazzetti's Wells Fargo Bank Experience March 2011 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Bank March 2011 - Present
Kaplan University May 2009 - February 2011
Household Finance/ Beneficial Finance, Member HSBC Group. April 1999 - April 2009
Education
University of Connecticut 1992 — 1996
Bachelor, Business Administration and Management
Wells Fargo Bank March 2011 - Present
Kaplan University May 2009 - February 2011
Household Finance/ Beneficial Finance, Member HSBC Group. April 1999 - April 2009
Education
University of Connecticut 1992 — 1996
Bachelor, Business Administration and Management
Elizabeth Clarno's Wells Fargo Bank Experience April 2006 - May 2008
Job Personal Banker
Industry Marketing and Advertising
Experience
Umpqua Bank August 2010 - Present
Wells Fargo Bank April 2006 - May 2008
Naturally Vitamins, Marlyn Nutraceuticals April 2005 - March 2006
Education
University of Dayton 2000 — 2004
B.S. Business Administration, Marketing, Leadership Management
Umpqua Bank August 2010 - Present
Wells Fargo Bank April 2006 - May 2008
Naturally Vitamins, Marlyn Nutraceuticals April 2005 - March 2006
Education
University of Dayton 2000 — 2004
B.S. Business Administration, Marketing, Leadership Management
Sherri Harper's Wells Fargo Bank Experience January 1999 - November 2011
Job Regional Services Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2011 - Present
Wells Fargo Bank January 1999 - November 2011
Skills
Mortgage Lending, Loans, Series 7, Wealth Management, Investments, Portfolio Management, Credit, Mortgage Banking, Risk Management, Refinance, Loan Origination, Financial Analysis, FHA, Business Analysis, Banking, Real Estate, Management, Commercial Banking, Customer Satisfaction, Retail Banking, Cross Selling, Credit Risk, Budgets, Credit Analysis, Commercial Lending, Small Business Lending, Consumer Lending, Sales Management, Executive Management, Sales, Business Development
Education
University of Colorado at Denver
Bachelor of Science (BS), Marketing
Wells Fargo November 2011 - Present
Wells Fargo Bank January 1999 - November 2011
Skills
Mortgage Lending, Loans, Series 7, Wealth Management, Investments, Portfolio Management, Credit, Mortgage Banking, Risk Management, Refinance, Loan Origination, Financial Analysis, FHA, Business Analysis, Banking, Real Estate, Management, Commercial Banking, Customer Satisfaction, Retail Banking, Cross Selling, Credit Risk, Budgets, Credit Analysis, Commercial Lending, Small Business Lending, Consumer Lending, Sales Management, Executive Management, Sales, Business Development
Education
University of Colorado at Denver
Bachelor of Science (BS), Marketing
Judy Jung's Wells Fargo Bank Experience January 1987 - Present
Job Vice President at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank January 1987 - Present
Washington Federal Savings & Loan 1976 - 1982
Home Federal Savings & Loan 1970 - 1972
Southern Federal Savings & Loan 1966 - 1970
Skills
Leadership, Management, Detailed and Organized, Vendor Management, Banking, Risk Management, Integration, Credit, Team Building, Team Leadership, Budgets, Process Improvement, Portfolio Management, Analysis, Financial Services, Program Management, Strategic Planning
Education
Spencerport High School
University of Florida
BA, Business
Wells Fargo Bank January 1987 - Present
Washington Federal Savings & Loan 1976 - 1982
Home Federal Savings & Loan 1970 - 1972
Southern Federal Savings & Loan 1966 - 1970
Skills
Leadership, Management, Detailed and Organized, Vendor Management, Banking, Risk Management, Integration, Credit, Team Building, Team Leadership, Budgets, Process Improvement, Portfolio Management, Analysis, Financial Services, Program Management, Strategic Planning
Education
Spencerport High School
University of Florida
BA, Business
Chad Jolly's Wells Fargo Bank Experience June 1999 - February 2006
Job Lead Analyst
Industry Utilities
Experience
Colorado Springs Utilities February 2006 - Present
Wells Fargo Bank June 1999 - February 2006
Skills
Financial Analysis, Credit, Data Analysis, Credit Analysis, Financial Risk, Analytics, Microsoft Excel, Leadership, Financial Reporting, Customer Service, Budgets, Banking, Loans, Microsoft Office, PowerPoint, Retail Banking, Consumer Lending, Business Analysis, Process Improvement, Procurement, Visio, Analysis
Education
University of Colorado at Colorado Springs 1997 — 2001
Bachelor Degree, Business, Marketing
Colorado Springs Utilities February 2006 - Present
Wells Fargo Bank June 1999 - February 2006
Skills
Financial Analysis, Credit, Data Analysis, Credit Analysis, Financial Risk, Analytics, Microsoft Excel, Leadership, Financial Reporting, Customer Service, Budgets, Banking, Loans, Microsoft Office, PowerPoint, Retail Banking, Consumer Lending, Business Analysis, Process Improvement, Procurement, Visio, Analysis
Education
University of Colorado at Colorado Springs 1997 — 2001
Bachelor Degree, Business, Marketing
Charlie Probert's Wells Fargo Bank Experience June 2003 - Present
Job Client Account Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank June 2003 - Present
Skills
Customer Service, Sales, Leadership, Business Analysis, Process Improvement
Education
University of Dayton 1985 — 1989
Bachelor of Arts (B.A.), Communication and Media Studies
Wells Fargo Bank June 2003 - Present
Skills
Customer Service, Sales, Leadership, Business Analysis, Process Improvement
Education
University of Dayton 1985 — 1989
Bachelor of Arts (B.A.), Communication and Media Studies
Jerry Tawney NMLSR ID: 490888's Wells Fargo Bank Experience May 2011 - Present
Job Home mortgage consultant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank May 2011 - Present
Skills
FHA, Mortgage Lending, Mortgage Banking, Refinance, Loan Origination, Residential Mortgages, VA loans, Loans, FHA financing, USDA, Credit, Government Loans, Reverse Mortgages, Credit Analysis, Banking, Certified Mortgage..., Consumer Lending
Education
University of Delaware 1961 — 1963
SOUTH CHARLESTON, WV 1957 — 1960
Wells Fargo Bank May 2011 - Present
Skills
FHA, Mortgage Lending, Mortgage Banking, Refinance, Loan Origination, Residential Mortgages, VA loans, Loans, FHA financing, USDA, Credit, Government Loans, Reverse Mortgages, Credit Analysis, Banking, Certified Mortgage..., Consumer Lending
Education
University of Delaware 1961 — 1963
SOUTH CHARLESTON, WV 1957 — 1960
Benita Lefft's Wells Fargo Bank Experience August 2006 - Present
Job Senior Vice President Loan Adjustor Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank August 2006 - Present
Wachovia, A Wells Fargo Company 2002 - 2006
Wachovia, A Wells Fargo Company 2000 - 2002
Skills
Underwriting, Change Management, Project Management, Risk Management, Loans, Banking, Portfolio Management, Mortgage Lending, Credit, Mortgage Banking, Commercial Banking, Financial Analysis, Asset Managment, Financial Risk, Financial Services, Credit Risk
Education
University of Dayton 1986 — 1988
MBA, General Business
University of South Carolina-Columbia 1977 — 1981
Bachelor of Arts, Political Science and Economics
Wells Fargo Bank August 2006 - Present
Wachovia, A Wells Fargo Company 2002 - 2006
Wachovia, A Wells Fargo Company 2000 - 2002
Skills
Underwriting, Change Management, Project Management, Risk Management, Loans, Banking, Portfolio Management, Mortgage Lending, Credit, Mortgage Banking, Commercial Banking, Financial Analysis, Asset Managment, Financial Risk, Financial Services, Credit Risk
Education
University of Dayton 1986 — 1988
MBA, General Business
University of South Carolina-Columbia 1977 — 1981
Bachelor of Arts, Political Science and Economics
Laura Garrett, SPHR's Wells Fargo Bank Experience November 2011 - May 2015
Job King's Ridge Christian School
Industry Education Management
Experience
King's Ridge Christian School May 2015 - Present
Wells Fargo Bank November 2011 - May 2015
Wachovia, A Wells Fargo Company December 2006 - May 2010
Wachovia, A Wells Fargo Company November 2005 - December 2006
BDS, LLC 2001 - 2004
Skills
Sourcing, Negotiation, Talent Acquisition, Networking, Recruiting, Onboarding, HR Consulting, Interviews, Temporary Placement, Commercial Banking, Human Resources, Banking, Benefits Negotiation, Commercial Lending, Management, Credit, Finance, Cold Calling, Screening, Financial Services, Talent Management, Consulting, Mortgage Lending, Retail Banking, Investments, Hiring, Relationship Management, Applicant Tracking..., Internet Recruiting
Education
University of Florida 1989 — 2003
BA, Political Science
King's Ridge Christian School May 2015 - Present
Wells Fargo Bank November 2011 - May 2015
Wachovia, A Wells Fargo Company December 2006 - May 2010
Wachovia, A Wells Fargo Company November 2005 - December 2006
BDS, LLC 2001 - 2004
Skills
Sourcing, Negotiation, Talent Acquisition, Networking, Recruiting, Onboarding, HR Consulting, Interviews, Temporary Placement, Commercial Banking, Human Resources, Banking, Benefits Negotiation, Commercial Lending, Management, Credit, Finance, Cold Calling, Screening, Financial Services, Talent Management, Consulting, Mortgage Lending, Retail Banking, Investments, Hiring, Relationship Management, Applicant Tracking..., Internet Recruiting
Education
University of Florida 1989 — 2003
BA, Political Science
Teena Terwey's Wells Fargo Bank Experience July 1985 - Present
Job Collateral Examiner at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank July 1985 - Present
Wells Fargo March 1981 - July 1985
Skills
Financial Analysis, Credit, Commercial Lending, Credit Analysis, Commercial Banking, Loans, Loan Origination, Portfolio Management, Asset Based Lending
Education
University of Denver 1976 — 1980
Bachelor's degree, Sociology
Wells Fargo Bank July 1985 - Present
Wells Fargo March 1981 - July 1985
Skills
Financial Analysis, Credit, Commercial Lending, Credit Analysis, Commercial Banking, Loans, Loan Origination, Portfolio Management, Asset Based Lending
Education
University of Denver 1976 — 1980
Bachelor's degree, Sociology
Christina Swain's Wells Fargo Bank Experience July 2010 - Present
Job Credit Analyst at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank July 2010 - Present
Education
University of Colorado at Denver 2005 — 2009
Bachelor of Science (B.S.), Finance and Financial Management Services
Wells Fargo Bank July 2010 - Present
Education
University of Colorado at Denver 2005 — 2009
Bachelor of Science (B.S.), Finance and Financial Management Services
Debra O'Regan's Wells Fargo Bank Experience 1982 - 1985
Job Instructor and Private Tutor/ College Admissions Counselor The Princeton Review
Industry Education Management
Experience
The Princeton Review Substitute TeacherPinellas County Schools2005 - Present
O'Regan Realty, Inc. 2001 - Present
Colliers Arnold 1986 - 2002
Wells Fargo Bank 1982 - 1985
Motorola Communications and Electronics 1980 - 1983
Skills
Public Speaking, real..., Real Estate Transactions, Commercial Real Estate, Teaching, Academic Tutoring, Sales of any kind, marketing, People Skills
Education
University of Florida
Bachelor of Science (BS), Marketing / College of Business Administration
The Princeton Review Substitute TeacherPinellas County Schools2005 - Present
O'Regan Realty, Inc. 2001 - Present
Colliers Arnold 1986 - 2002
Wells Fargo Bank 1982 - 1985
Motorola Communications and Electronics 1980 - 1983
Skills
Public Speaking, real..., Real Estate Transactions, Commercial Real Estate, Teaching, Academic Tutoring, Sales of any kind, marketing, People Skills
Education
University of Florida
Bachelor of Science (BS), Marketing / College of Business Administration
Jeffrey Rombach's Wells Fargo Bank Experience 2007 - Present
Job Vice President at Wells Fargo Bank
Industry Real Estate
Experience
Wells Fargo Bank 2007 - Present
JPMorgan Asset Management 2005 - 2007
Ernst & Young 2002 - 2005
Skills
Sales, Real Estate, Investments, Loans, Financial Analysis, Banking
Education
University of Dayton 1998 — 2002
Bachelor’s Degree, Accounting and Finance, Magna Cum Laude
Wells Fargo Bank 2007 - Present
JPMorgan Asset Management 2005 - 2007
Ernst & Young 2002 - 2005
Skills
Sales, Real Estate, Investments, Loans, Financial Analysis, Banking
Education
University of Dayton 1998 — 2002
Bachelor’s Degree, Accounting and Finance, Magna Cum Laude
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank