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.
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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
UPS Supply Chain Solutions September 2014 - Present
MillerCoors March 2014 - September 2014
Waffle House October 2012 - April 2014
Wells Fargo Bank May 2010 - October 2013
Waffle House 2008 - 2010
Ford Motor Company September 1997 - February 2007
Skills
Customer Service, Operations Management, Warehouse Management, Inventory Management, Inventory Control, Quality Control, Cycle Counting, Logistics, Project Planning, Lean Manufacturing, Oracle Applications, Oracle Warehouse..., Quality Assurance, Vendor Management, Warehousing, Process Improvement, Oracle, Distribution Center..., User Acceptance Testing, Microsoft Excel, Customer Satisfaction, Supply Chain, Materials Management, Business Process..., Cross-functional Team..., Analysis, Continuous Improvement, Transportation, SharePoint, Software Documentation, Manufacturing, Training, Hiring, Troubleshooting, Forklift Operator
Education
Tarrant County College 2012 — 2014
Computer Science, Computer and Information Sciences and Support Services
Davenport University 1999 — 2002
Computer and Information Systems Security/Information Assurance
University of Detroit Mercy 1994 — 1995
Flaharty Asset Management, LLC August 2012 - Present
Wells Fargo Bank April 2006 - August 2012
Neuberger Berman January 2003 - April 2006
SunTrust Bank 1997 - 2002
First Union National Bank 1987 - 1993
Skills
Investments, Asset Allocation, Series 7, Series 66, Wealth Management, Series 63, Securities, Estate Planning, Mutual Funds, Retirement, Investment Advisory, Alternative Investments, Retirement Planning, Investment Management, FINRA, 401k, Asset Management, Portfolio Management, Strategic Financial..., Hedge Funds, High Net Worth..., Bonds, Fixed Income, Investment Strategies
Education
NYU Stern School of Business 1981 — 1982
Master's degree, Accounting
Dartmouth College 1977 — 1981
Bachelor of Arts (B.A.), History
Tarpon Springs High School
Wells Fargo Real Estate Investment Trust December 2013 - Present
Wells Fargo Bank January 2007 - December 2013
Pro Staff January 2003 - November 2006
Skills
Customer Service, Data Analysis, Process Improvement, Risk Management, Microsoft Excel, Financial Analysis, Team Building, Coaching, Project Management, Account Management, Training, Analysis, Business Analysis
Education
DePaul University 2002 — 2006
Bachelor's degree, Finance and Management
Wells Fargo April 2015 - Present
Charles Schwab May 2014 - November 2014
PayPal March 2013 - January 2014
Intuit Inc. June 2012 - February 2013
Wells Fargo Bank August 2010 - February 2012
Union Bank March 2010 - August 2010
Wells Fargo Bank October 2009 - November 2009
Union Bank March 2009 - August 2009
Intuit September 2008 - February 2009
Wells Fargo Bank March 2005 - July 2008
Skills
Customer Acquisition, Direct Marketing, Digital Marketing, SEO, Customer Retention, Marketing Strategy, B2B Marketing, Email Marketing, Project Management, Business Development, CRM, Vendor Management, Marketing Communications, Marketing, Online Marketing, Management, Strategic Communications, B2B, Strategy, Strategic Partnerships, Analytics, Integrated Marketing, E-commerce, Lead Generation, Segmentation
Education
Dallas Baptist University
MBA, Management
The University of Texas at Arlington
BBA, Marketing
Kilpatrick Townsend & Stockton LLP April 2014 - Present
Murabito, Hao, & Barnes LLP November 2010 - April 2014
Hugo Boss November 2012 - July 2013
Tiffany & Co. November 2010 - December 2011
Inn of the Spanish Garden August 2009 - September 2010
Alternative Copy Shop December 2008 - August 2009
Wells Fargo Bank June 2006 - September 2008
Aldo Accessories-Aldo Groupe March 2007 - March 2008
Skills
Retail Sales, Customer Service, Outlook, PowerPoint, Microsoft Word, Microsoft Office, Sales, Retail, Microsoft Excel, Data Entry, Time Management, File Management, Inventory Management, Event Planning, Marketing, Merchandising, Administrative..., Teamwork, Social Networking, Legal Research, Leadership, Social Media, Facebook, Research, Legal Writing, Editing
Education
University of California, Santa Barbara 2008 — 2010
B.A., Asian American Studies, Minor in Professional Writing
De Anza College 2005 — 2008
AA Certificate Liberal Arts, Transfer Studies
Minuteman Press Oakland May 2013 - Present
Oakland Schools Foundation 2008 - 2014
Alta Alliance Bank 2006 - January 2011
E-LOAN July 2000 - March 2005
Escrow Closing Services/E-Loan 2000 - 2005
Bank of America 1998 - 2000
Wells Fargo Bank 1983 - 1998
Wells Fargo Bank NA 1983 - 1996
IBM 1976 - 1983
Skills
Loans, Credit, Mortgage Lending, Leadership, Management, Training, Marketing, Coaching, Sales, Human Resources, Retail, Time Management, Financial Analysis, Risk Management
Education
Stanford University Graduate School of Business 1974 — 1976
MBA, Finance and Marketing
Dartmouth College 1970 — 1974
BA, Economics
Wells Fargo Bank October 2008 - Present
Bankers Trust January 1998 - September 2008
Education
Dana College 1984 — 1988
Bachelor of Science (BS), Business/Economics
Georgia United Credit Union May 2013 - Present
Wells Fargo Bank June 2008 - May 2013
Wells Fargo Bank November 2005 - June 2008
Bank of America April 2002 - November 2005
Skills
Team Management, Customer Service, Building Strong Teams, Customer Satisfaction, Financial Analysis, Hiring, Process Improvement, Loss Prevention, Customer Relations, Loans, Sales, Time Management, Financial Services, Finance, Banking
Education
Dekalb Technical College 2009 — 2010
Associate's degree, Finance
Samuel Howard Archer High 1985 — 1989
Diploma, Mathmatics
USAA June 2013 - Present
Wells Fargo Bank March 2012 - June 2013
Chartway Federal Credit Union January 2010 - November 2011
Skills
Banking, Retail Banking, Credit, Commercial Banking, Loans, Consumer Lending, Cross Selling, Credit Analysis, Small Business Lending, Commercial Lending, Mortgage Lending, Deposits, Lines Of Credit, Credit Risk, Branch Banking, Cash Management, Credit Cards, Loan Origination, Portfolio Management, Relationship Management, Operational Risk, Branch Management, Loan Servicing, Payments, Financial Risk, Financial Services, Credit Unions, ACH, Debit Cards, Risk Management, Banking Relationships, Investment Banking, Bonds, FHA, Financial Transactions, Personal Banking, Bank Secrecy Act, Teller Operations, Refinance, Home Equity Lines of..., Home Equity Loans
Education
Hagerstown Community College 2008 — 2009
Business Administration, Management and Operations
DePaul University 2003 — 2004
Business Administration, Management and Operations
Wells Fargo Bank March 2001 - Present
Skills
Banking, Commercial Lending, Credit, Commercial Banking, Loans, Mortgage Lending, Credit Analysis, Financial Services, Due Diligence, Treasury Management, Relationship Management, Consumer Lending, Underwriting, Management
Education
DePaul University 2009 — 2012
BA, Project Management
Harper College 2007 — 2009
Flagstar Bank December 2014 - Present
Davenport University Business Administration October 2010 - Present
within the State of Michigan May 2000 - Present
Flagstar Bank March 2012 - December 2014
Wells Fargo Bank October 2004 - September 2010
Flagstar Bank January 2004 - August 2004
Charter One/First Federal Bank January 2002 - July 2003
Detroit Commerce Bank September 2001 - January 2002
ABN AMRO November 1990 - September 2001
SBP Catering November 1989 - November 1990
Skills
Banking, Mortgage Lending, Loans, Customer Service, Credit, Loan Origination, Training, Management, Finance, Underwriting, Credit Analysis, Leadership, Refinance, Mortgage Banking, Retail Banking, Consumer Lending, Sales, Financial Analysis, Analysis, Financial Services, Vault Management, Cash Management, Cash Handling
Education
Davenport University 2010 — 2016
Bachelor of Business Administration (B.B.A.) - Undergrad. Sr., Sustainability Studies
Stanford University December 2014 - Present
Kinetics May 2013 - December 2014
Wells Fargo Bank April 2011 - June 2013
Applebee's December 2006 - July 2011
UpCrew, LLC May 2006 - December 2009
Tower Distribution Corporation January 2005 - March 2008
Skills
Customer Service, Microsoft Office, Customer Satisfaction, Leadership, Sales, Financial Analysis, Teamwork, Credit, Microsoft Excel, Management, Business Planning, Finance, Social Networking, Banking, Access, Time Management, Data Analysis, Accounting, Data Entry, Analysis, Financial Reporting
Education
San Jose State University 2010 — 2012
Bachelor of Science, Corporate Finance Management
De Anza College 2006 — 2010
Associate Degree, Concentration in Business
Wells Fargo Home Mortgage March 2012 - Present
MetLife Home Loans October 2011 - January 2012
Bank of America May 2011 - October 2011
Wells Fargo Bank February 2008 - April 2011
Princeton Capital 1997 - 2008
WAMU 1996 - 1997
Countrywide Funding Corp December 1991 - September 1996
Coldwell Banker 1987 - 1990
Marsh 1980 - 1981
Skills
Refinance, Mortgage Lending, Loan Origination, First Time Home Buyers, Government Loans, Real Estate, Investments, Mortgage Banking, Loans, Short Sales, FHA, Residential Mortgages, Residential Homes, REO, Investment Properties, Customer Service, VA loans, Leadership, Banking, Home Equity Lines of..., Management, Strategy, Underwriting, FHA financing, USDA, Mortgage Underwriting, Certified Mortgage..., Reverse Mortgages, Credit, Real Estate Financing
Education
New England College of Business and Finance 2013 — 2014
Master of Science (M.S.), Ethics and Compliance, 3.7
Mills College 1972 — 1976
B.A., Administration & Legtal Processes
Notre Dame 1968 — 1969
Crystal Springs
De Anza College
Turnbull
Wells Fargo Bank 2001 - Present
Education
Elon College (University) 1986 — 1988
Bachelor of Science (BS), Business Administration
Davidson County Community College 1984 — 1986
Associate's degree, Business Administration
The Standard October 2013 - Present
The Standard April 2004 - October 2013
The Standard June 2009 - July 2011
The Standard December 2007 - June 2009
The Standard January 2005 - December 2007
The Standard April 2004 - February 2006
Wells Fargo Bank September 2003 - April 2004
Charles Schwab September 2000 - October 2002
Skills
Retirement, Retirement Planning, 401k, Series 63, ERISA, Financial Services, Qualified Retirement..., Financial Advisory, Team Management, Defined Benefit, Retirement Plan..., Pensions, Series 7, Series 65, QPFC
Education
Daytona Beach Community College
Associates of Arts
Daytona State College
Associates Degree, Economics
Wells Fargo April 2014 - Present
Wells Fargo Bank October 2008 - Present
Bank of America May 2006 - October 2008
JPMorgan Chase June 2004 - May 2006
Skills
CTFA, Wealth Management, Strategic Financial..., Private Banking, Asset Allocation, Retirement Planning, Loans, Investment Advisory, High Net Worth..., Portfolio Management, Credit, Series 7, Wealth Management..., Series 63, Uniform Combined State..., Customer Service, Management, Mutual Funds, Banking, Commercial Lending, Small Business Lending, Investments, Estate Planning
Education
DePaul University 2000 — 2004
Bachelor's degree, Psychology
Alden Pacific Asset Management LLC June 2015 - Present
Hunt Companies, Inc. January 2012 - May 2015
Capmark Affordable Equities, Inc October 2008 - January 2012
Junior League of Chicago June 2008 - May 2009
Capmark Finance Inc June 2007 - October 2008
Wells Fargo Bank June 2006 - June 2007
Wells Fargo October 2002 - June 2006
National Equity Fund, Inc March 2001 - October 2002
Red Capital Group (formerly Banc One Capital Funding Corporation) March 1999 - July 2000
Red Capital Group (formerly Banc One Capital Funding Corporation) October 1997 - March 1999
Skills
Asset management, Relationship management, Strategic Financial..., Asset Managment, Loans, Asset Management, Portfolio Management, Finance, Relationship Management, Credit Analysis, Investments, Real Estate Economics, Mortgage Lending, Underwriting, Credit, Commercial Mortgages, Loan Origination, Commercial Real Estate, Due Diligence, Financial Planning
Education
DePaul University 2009 — 2010
Financial Planning Certificate
The Ohio State University - The Max M. Fisher College of Business 1995 — 1997
MBA, Finance; Real Estate
The Ohio State University 1990 — 1993
BSBA, Accounting
Stony Point Group August 2007 - Present
Wells Fargo Bank 2004 - 2007
Mirant Corporation 2001 - 2004
Wachovia Bank, NA 1996 - 2001
US Department of Commerce 1990 - 1995
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Mergers, Due Diligence, Valuation, Portfolio Management, Banking, Credit Analysis, Capital Markets, Risk Management
Education
University of South Carolina - The Moore School of Business 1988 — 1990
Master's degree, International Business Studies
Davidson College 1983 — 1986
Bachelor of Arts (B.A.), Economics
County of San Mateo September 2012 - Present
Choux Bao Bakery December 2011 - Present
County of San Mateo August 2011 - September 2012
County of San Mateo January 2007 - August 2011
County of San Mateo January 2009 - September 2010
Beard Papa Sweets Cafe November 2009 - January 2010
Banana Republic August 2008 - June 2009
Wells Fargo Bank 2004 - 2006
Skills
Administrative..., Event Planning, Spreadsheets, Research, Travel Planning, Social Media, Blogging, Microsoft Word, Data Analysis, Microsoft Excel, Community Outreach
Education
Alliance Francaise 2006 — 2006
Tower Languages 2003 — 2003
De La Salle University 1999 — 2003
BS, Applied Economics
SunTrust Bank August 2013 - Present
PNC March 2013 - July 2013
Fifth Third Bank November 2012 - March 2013
Wells Fargo Home Mortgage January 2012 - December 2012
Wells Fargo Bank December 2008 - December 2011
Wachovia Bank November 2004 - December 2008
Skills
Loans, Refinance, Banking, Coaching, Mortgage Lending, Credit Analysis, Credit, Retail Banking, Recruiting, Loan Origination, Mortgage Banking, Cross Selling, Consumer Lending, Investments, Sales, Strategic Financial..., FHA, Customer Service, Cash Management, Risk Management, Retirement Planning, Team Building, Series 63, Leadership Development, Cold Calling, Financial Analysis, Financial Services, Finance, Management, Business Development, Commercial Lending, Training, Branch Management, Credit Risk, Residential Mortgages, Retail, Deposits, Lines Of Credit, Mergers, Retirement, Cash Flow, Asset Based Lending, Credit Cards, Hiring, Small Business Lending
Education
Southern Polytechnic State University 1998 — 2000
Masters, Computer Science
Delhi School of Economics 1993 — 1995
Masters
University of Delhi 1990 — 1993
bachelors, Geography
DPS Mathura Road 1988 — 1990
Delhi Public School - R. K. Puram 1982 — 1987
Wells Fargo Bank June 2010 - Present
GE Capital January 2009 - June 2010
GE Capital January 2006 - January 2009
GE Capital May 2004 - January 2006
GE Capital October 1997 - April 2004
JP Morgan Chase June 1991 - October 1997
Skills
Credit Analysis, Relationship Management, Loans, Banking, Commercial Banking, Portfolio Management, Risk Management, Credit, Financial Structuring, Capital Markets, Corporate Finance, Start-ups, Finance, Structured Finance, Financial Services, Financial Risk, Investment Banking, Treasury Management, Commercial Lending
Education
Davidson College 1987 — 1991
B.S., History, emphasis in Economics
Kentucky Country Day School 1984 — 1987
Wells Fargo Bank February 2006 - Present
Skills
Credit, Customer Service, Leadership, Loans, Management, Project Management, Sales, Sales Management, Team Building, Training, Retail Banking, Time Management, Relationship Management
Education
De Anza College 2005 — 2007
Associates, Business/General ED.
Westmont High School 2001 — 2004
Dimploma, General Education
Charles Schwab May 2014 - Present
Wells Fargo Bank August 2011 - August 2014
Caris & Company June 2010 - August 2010
NASA Ames Research Center June 2006 - May 2007
Skills
Music Education, Music Production, Guitar, Music, Economics, Financial Analysis, Investments, Data Analysis, Business Analysis, Leadership, Analysis, Banking, Microsoft Excel, Product Management, Project Management, Strategy, Product Development, Risk Management, Competitive Analysis, Portfolio Management, Business Development, Entrepreneurship, Operations Management
Education
University of California, San Diego 2007 — 2010
Economics, Economics
De Anza College
ECCU August 2014 - Present
JPMorgan Chase September 2011 - August 2014
JPMorgan Chase March 2010 - September 2011
Wells Fargo Bank March 2008 - March 2010
JPMorgan Chase January 2005 - March 2008
JPMorgan Chase January 1998 - January 2005
Skills
Series 63, Series 7
Education
University of Phoenix 2006 — 2008
MBA, Management
Davenport University 2001 — 2005
Bachelor's, Business
EY October 2013 - Present
QBE North America January 2013 - October 2013
Allstate - Burk Insurance Group/Dac Jackson Agency January 2012 - September 2012
Wells Fargo Bank October 2010 - January 2012
Bond Street Imports April 2010 - September 2010
First Command Financial Services August 2009 - April 2010
McFarland Law Office August 2008 - May 2009
Skills
Insurance, Banking, CRM, 401k, Estate Planning, Strategic Financial..., Investments, Financial Services, Customer Service, Selling, New Business Development, Analysis, Marketing, Credit, Management
Education
Denison University 2005 — 2009
Bachelor of Arts, Sociology/ Anthropology2009
St. Anne's-Belfield School 2001 — 2005
High School Diploma2005, General Studies
CarsDirect.com June 2015 - Present
Toyota January 2013 - June 2015
Arsenal Recruiting April 2012 - December 2012
Tact Management November 2010 - April 2012
City of El Segundo November 2007 - December 2010
Tegu May 2007 - October 2007
Wells Fargo Bank September 2006 - February 2007
Skills
Sales, Leadership, Management, Start-ups, Change Management, Team Building, Leadership Development, Social Media, Training, Organizational..., Observation, Public Speaking, Directing, Guiding, Communication, Talent Management, SDLC, Nonprofits, Fundraising, Marketing, Time Management, Promoting Change, Observing, Imaging New Ways, Showing Foresight, Separating Important..., Quickly Sizing Up..., Customer Service
Education
Dallas Baptist University 2000 — 2004
BS, Communication and Marketing
Howe High School 1994 — 1998
Diploma, General Studies
Connally ISD August 2014 - Present
Providence Healthcare Network April 2013 - January 2014
Texell Credit Union August 2012 - March 2013
Associated Hygienic Products March 2011 - June 2012
Pilgrim's Pride July 2010 - March 2011
Pilgrim's Pride July 2008 - July 2010
Wells Fargo Bank August 2001 - July 2008
Skills
Personnel Recruiting, Leaves Of Absence, Unemployment Claims, New Hire Orientations, HRIS, Performance Management, Employee Training, Talent Acquisition, Change Management, Leadership, Interviews, Personnel Selection
Education
Dallas Baptist University 2005 — 2008
MA, Management
Texas Woman's University 2001 — 2003
BA, Mass Communications
Mclennan Community College 1999 — 2001
Associate of Arts, General Academics
Wells Fargo Bank July 2011 - Present
Southeast Mortgage of Georgia, Inc. March 2006 - July 2011
Southeastern Home Mortgage January 2004 - March 2006
Skills
Mortgage Lending, Loans, Loan Origination, Mortgage Banking, Refinance, Credit, FHA, Residential Mortgages, VA loans, FHA financing, Credit Analysis, Consumer Lending, USDA, Customer Service, First Time Home Buyers, New Home Sales, Investment Properties, Foreclosures, Short Sales, Residential Homes, Real Estate
Education
DeVry University-Georgia
Dekalb Technical College
Computer Programming
KPMG US October 2013 - Present
Santa Clara University CAAP Tutor September 2013 - September 2013
Bank of the West March 2012 - July 2012
Wells Fargo Bank December 2010 - March 2012
University of California, Irvine, Bookstore June 2007 - August 2010
Washington Mutual Bank (currently Chase) June 2004 - August 2006
Education
Santa Clara University - Leavey School of Business 2013 — 2013
Certificate of Advanced Accounting Proficiency, Accounting
De Anza College 2012 — 2013
Accounting
University of California, Irvine 2006 — 2010
Bachelor of Arts, Business Economics
Bellarmine College Preparatory 2002 — 2006
High School Diploma
Associated Bank October 2007 - Present
Americana Community Bank 2004 - 2007
Wells Fargo Bank 2001 - 2002
Marquette Bank 1996 - 2001
Skills
Commercial Lending, Credit Analysis, Commercial Banking, Small Business Lending, Banking, Asset Based Lending, Loans, Lines Of Credit, Credit, Loan Origination, Consumer Lending, Mortgage Lending, Portfolio Management, Commercial Mortgages, SBA, Treasury Management, Credit Risk, Cash Management, Financial Analysis, Underwriting, Middle Market, Cash Flow Lending, Cross Selling, Mortgage Banking, Retail Banking, Mergers & Acquisitions, Private Banking, Refinance, Deposits, Construction Loans, Commercial Real Estate, Relationship Management, Financial Structuring, Financial Risk, Financial Services, Treasury Services, Finance
Education
Southern Methodist University - Cox School of Business 1983 — 1984
MBA, Finance
Denison University 1978 — 1982
Bachelar of Arts, Political Science
American AgCredit October 2012 - Present
Wells Fargo Bank March 2008 - October 2012
Silicon Valley Bank May 2006 - March 2008
BMO Harris Bank January 1997 - April 2006
Skills
Capital Markets, Financial Structuring, Underwriting, Business Development, Financial Analysis, Portfolio Management, Banking, Finance, Strategic Financial..., Investments, Valuation, Due Diligence, Risk Management, Mergers & Acquisitions, Commercial Banking, Loan Origination, Food & Beverage, Debt Restructuring, Deal Execution, Capital Raising, Credit Analysis, Private Placements, Credit Risk, Leveraged Lending, Corporate Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2002
MBA, Entrepreneurship
SUNY at Buffalo 1982 — 1987
Bachelor of Arts (BA) and Bachelor of Science (BS), Finance and Economics
Marshall Wace September 2010 - Present
Bridgewater Associates April 2006 - November 2009
Bridgewater Associates November 2004 - April 2006
Wells Fargo Bank March 2003 - August 2004
Deutsche Bank June 2000 - July 2002
Skills
Hedge Funds, Asset Allocation, Alternative Investments, Derivatives, Risk Management, Investment Strategies, Client Service, Investor Relations, Equities, Fixed Income, Institutional..., Global Macro, Economics, Pension Funds, Relationship Management, Managing Complex Sales, Bespoke Investment..., Capital Markets, Client Services, Fund Of Funds, Portfolio Management, Investments, Asset Management
Education
Dartmouth College 1996 — 2000
BA, Economics
Wissahickon High School 1992 — 1996
Wells Fargo September 2014 - Present
Wells Fargo November 2012 - September 2014
Wells Fargo Bank January 2011 - November 2012
Wintrust Financial October 2007 - August 2010
Fifth Third Bank January 2001 - January 2007
National City Bank January 1997 - January 2001
Harris Bank 1984 - 1987
Northern Trust Company 1979 - 1984
Skills
Commercial Banking, Credit Analysis, Mergers and Acquisitions, Strategic Partnerships, SBA 7A and 504 Programs, Debt Restructuring, Business Relationship...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1979 — 1982
MBA, Finance & Marketing
DePaul University 1973 — 1977
Bachelor of Commerce (B.Com.), Banking, Corporate, Finance, and Securities Law
Holy Cross High School 1969 — 1973
Northern Trust Corporation
Visa, Inc. 2015 - Present
Wells Fargo Bank 2014 - 2015
eBIW.com 2013 - 2015
Bank of the West/ BNP Paribas Group 2012 - 2013
SVB Financial Group 2010 - 2011
Wells Fargo Bank 2010 - 2010
Zenius Solutions, Inc. 2009 - 2010
Visa Inc. 2000 - 2009
First Data Corporation 1997 - 2000
MFS Communications Co., Global Resources Ltd. and People's Natural Gas 1994 - 1997
Skills
Business Strategy, Product Development, Product Management, Team Building, Strategic Partnerships, New Business Development, Program Management, Debit Cards, Credit Cards, Mobile Payments, Payment Systems, NFC, Leadership, Cross-functional Team..., Team Leadership, Team Management, Staff Development, Coaching, Product Marketing, Software Project..., Commercial Banking, Payment Cards, Payment Industry, Smart Cards, Commercial Cards, EMV, Merchant Services, Management, Vendor Management, Start-ups, E-payments, Business Development, Strategy, Payment Card Processing, Banking, Integration, Transaction Processing, Cards, Acquiring, Financial Services, Business Planning, Electronic Payments, Relationship Management, Executive Management, Project Management, Portfolio Management, Mobile Devices, Innovation, Payments
Education
University of Nebraska at Omaha
MS
University of Nebraska at Omaha
MBA
Delhi University
M.Sc
Wells Fargo Bank May 2012 - Present
Vision Equities, LLC January 2008 - May 2012
Newmark Knight Frank July 2003 - February 2007
Education
New York University 2005 — 2007
Master of Science (M.S.), Schack Institute of Real Estate
Dartmouth College 1998 — 2002
Bachelor of Arts (B.A.), Psychology
Philadelphia Eagles May 2015 - Present
Boys and Girls Clubs of America June 2014 - Present
Fortune 500 Executive May 2008 - Present
All Star Weekend Basketball Tournament, Inc August 2007 - Present
Philadelphia Eagles July 2014 - May 2015
Colonial Marble and Granite April 2014 - June 2014
New York Life Insurance Company April 2012 - April 2014
JI Consulting Group March 2012 - October 2012
VTMI Group, LLC 2011 - October 2012
Wells Fargo Bank November 2010 - January 2012
Skills
Marketing Strategy, Social Networking, Community Relations, Entrepreneurial Skills, Financial Planning, Corporate Finance, Financial Analysis, Direct Sales, Sales Process, Inside Sales, Small Business, Business Development, Strategic Financial..., Entrepreneurship, Leadership, Public Speaking, Community Development, Budgets, Coaching, Cold Calling, Customer Service, Event Management, Event Planning, Fundraising, Leadership Development, Marketing, New Business Development, Public Relations, Sales, Social Media, Social Media Marketing, Strategic Planning, Team Building
Education
Strayer University-Pennsylvania 2010 — 2012
Master's degree, Public Administration
Delaware State University 2003 — 2008
Bachelor of Business Administration (B.B.A.), Marketing
Golden Key International Honor Society
Master of Public Administration (MPA)
Iridium March 2014 - September 2015
Pearson February 2012 - March 2014
Electronic Payment Exchange June 2009 - 2012
Wells Fargo Bank August 2008 - June 2009
Motorola May 2007 - August 2008
Pearson Digital Learning January 2007 - May 2007
Motorola April 2006 - January 2007
Thomson Learning (formerly Knowledgenet) November 2002 - April 2006
NCS Pearson April 2001 - November 2002
Motorola February 2000 - April 2001
Skills
Solaris, Unix, Red Hat Linux, TCP/IP, Apache, High Availability, RedHat, Oracle, Linux, Servers, Perl, Virtualization, Disaster Recovery, System Administration, DNS, Cloud Computing, System Architecture, Bash, Databases, Oracle RAC, Weblogic, MySQL, Unix Shell Scripting, Tomcat, NetApp, SAN, PHP, Networking, Iptables, MongoDB, Puppet, Oracle Grid, OpenStack, Oracle GoldenGate, Kickstart Automation, OVM, Nagios, Cacti, SNMP, Oracle VM, WebLogic, Shell Scripting
Education
DePaul University 2003 — 2009
MS, Information Systems
Florida State University 1987 — 1992
BA, Philosophy, Mathematics, Computer Science
Santa Cruz Warriors July 2012 - Present
Goodday Entertainment January 1997 - Present
Chase April 2011 - January 2012
Music Now DJ Services April 1989 - January 2012
Wells Fargo April 2007 - July 2010
Wells Fargo Bank December 1992 - June 2010
AVP November 2003 - April 2007
Wells Fargo Bank December 1994 - November 2003
Skills
Small Business Lending, Loans, Credit, Consumer Lending, Banking, Mortgage Banking, Credit Analysis, Refinance, Home Equity Lines of..., Investments, Event Management, Event Planning, Coordinating Events, Event Producing, Hospitality Management, Therapeutic Massage, Physical Security, Personal Finance, Personal Training, Personal Development, Event Driven, Outside Sales, Coaching, Small Business, Presentation Coaching, Business Coaching, Customer Service, Sales, CRM, Convention Services, Emcee, Marketing Management, Project Management, Security Management, Events Coordination, Hosting Events, Personal Security, Management, Marketing, Social Media, Microsoft Office, Social Networking, Public Speaking, Public Relations, Marketing Strategy, Social Media Marketing, Team Building, Business Development, Finance, Budgets
Education
IAP Career College 2015 — 2015
Certificate of Completion
Twin Lakes College 2009 — 2009
Certificate of Completion
Dean College 1984 — 1986
Associate of Arts (AA)
Bristol Eastern High School 1980 — 1984
Diploma
Wells Fargo Bank 2004 - Present
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Loans, Credit, Banking, Lines Of Credit, Treasury Management, Portfolio Management, Financial Analysis, SBA, Credit Risk, Deposits
Education
Dallas Baptist University 1988 — 1992
MBA, Dual Concentrations in Management and Marketing
University of Texas at Austin 1974 — 1978
BA
Wells Fargo April 2014 - Present
Wells Fargo Bank May 2004 - April 2014
Cascade United Methodist Church January 2011 - December 2013
Fulton County Schools (Sandtown Middle School) August 2010 - May 2012
Cascade United Methodist Church January 2009 - December 2010
Fulton County Schools (Stonewall Tell Elementary) August 2008 - May 2010
Northern Trust Bank March 1999 - April 2004
Northern Trust Bank May 1998 - March 1999
Northern Trust Bank May 1991 - March 1999
Northern Trust Bank January 1984 - May 1991
Skills
Banking, Leadership, Loans, Credit, Credit Analysis, Financial Services, Finance, Cash Flow, Equities, Commercial Banking, Portfolio Management, Asset Management, Financial Advisory, Management, Treasury Management, Risk Management, Business Development, Commercial Lending, Program Management, Executive Management, Recruiting, Relationship Management, Mortgage Lending, Strategic Planning, Negotiation, Strategy, Cash Management, Marketing, Selling, Fixed Income, Investments, Financial Analysis, Asset Allocation, Strategic Financial..., Series 7, Financial Modeling, Wealth Management, Underwriting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1988 — 1990
MBA, Management and Finance
Illinois State University
Bachelor of Science, Business, Management
Liberty University April 2012 - Present
Liberty University January 2009 - April 2012
Liberty University January 2008 - January 2009
Liberty University January 2007 - January 2008
Gloucester County College March 1997 - December 2006
Word of Life Bible Institute March 1993 - February 1997
Wells Fargo Bank September 1988 - July 1990
First Interstate Bank March 1985 - August 1988
Skills
Office Administration, Leadership, Management, Online Communities, Team Building, Public Speaking, Access, SharePoint, Microsoft Excel, Budgets, Training, Business Intelligence, Analysis, Microsoft Office, Process Improvement, Office Management, InfoPath, Business Process..., Event Management, Strategic Planning, Visio, Community Sites, Nonprofits, Project Management, Social Media Blogging, Social Media, Administration, Higher Education
Education
Liberty University 2002 — 2005
B.S., Religion
Rowan College at Gloucester County 1998 — 2005
Liberal Arts
Word of Life Bible Institute 1990 — 1992
Certificate, Biblical Studies
Davenport University 1985 — 1985
Certificate, Accounting/Data Processing
Wells Fargo Bank April 2000 - Present
Skills
Refinance, Wealth Management, Mortgage Banking, Deposits, Consumer Lending, Branch Management, Commercial Mortgages, Private Banking, Credit
Education
Delhi University 1974 — 1977
Bachelor's degree, Political Science and Government
Convent of Jesus and Mary,New Delhi
AES Property Management November 2014 - Present
Appraisal Express and Real Estate Consulting Corporatoin January 2001 - Present
Appraisal Express Service January 2000 - Present
Wells Fargo Bank 2006 - 2010
Bank of America 1990 - 2005
Century 21 Pearson 1986 - 1992
Century 21 Pearson 1986 - 1992
Skills
Real Estate, Bankruptcy, Loans, Credit, Customer Service, Compliance, Problem Solving, Administration, Banking, Customer Relations, Mortgage, Purchase, Quickbooks, Word, Office Management, Outlook, Accounting, Negotiation, New Business Development, Sales Management, Residential Mortgages, Insurance, Event Management, Budgeting, Data Entry, Event Planning, Invoicing, Documentation, Accounts Payable, Research, Refinance, Time Management, Scheduling, Mortgage Lending, Writing, Underwriting, Telephone Skills, Risk Management, Accounts Receivable, Home, Coaching, Supervisory Skills, Social Media, Public Speaking, Analysis, Spreadsheets, Access, PowerPoint, Microsoft Office, Excel
Education
DePaul University 1995 — 2000
Robert Morris College 1989 — 1992
Associate's degree, Business Administration and Management, General
Project Individual Education (P.I.E.)
UFC GYM February 2015 - Present
ClubSport August 2014 - February 2015
RJ Construction December 2013 - October 2014
Bank of America January 2014 - August 2014
Bank of America March 2012 - January 2014
Menlo Park Inn December 2011 - February 2013
Fashion Fabrics and Boutique December 2010 - March 2011
Wells Fargo Bank March 2008 - September 2009
PixSense March 2008 - September 2008
Skills
Creative Team Leadership, Proficient in Handling..., Web & Print Content..., Conduct Market Research, Development of Training..., Public & Media Relations, Social Media Marketing, Social Media, Adobe Photoshop, Microsoft Word, Microsoft Excel, Microsoft Office, Microsoft Powerpoint, Facebook, Facebook Marketing, Custom Facebook Pages, Twitter, Tumblr, Yelp, PowerPoint, Customer Service, Sales Management, Social Networking, Advertising, Salesforce.com, Market Research, Training, Public Relations, Marketing, Photoshop
Education
University of California, Santa Barbara 2009 — 2011
De Anza College 2006 — 2010
Associated Arts, Business Administration
Dealogic September 2009 - Present
UBS September 2006 - April 2009
Merrill Lynch 1991 - 2006
Wells Fargo Bank 1984 - 1991
Crocker National Bank 1980 - 1984
Skills
Fixed Income, Equities, Market Data, Trading Systems, Capital Markets, CRM, Event Management, Product Management, Product Development, Management, Investment Banking, Trading, Outsourcing, Banking, Electronic Trading, Risk Management, Software Development, Business Strategy, IT Strategy, Business Analysis, Vendor Management, Management Consulting, Software Project..., Program Management, Requirements Gathering, SDLC, Financial Services, Enterprise Architecture, Agile Methodologies, Agile Project Management, Requirements Analysis, Project Portfolio..., IT Management
Education
Dartmouth College 1976 — 1980
Bexley High School 1974 — 1976
Ballard High School 1972 — 1974
Wells Fargo June 2012 - Present
BB&T June 2011 - May 2012
Wells Fargo Bank September 2005 - June 2011
Wachovia Bank May 2005 - September 2005
Wachovia Bank November 2004 - May 2005
Wachovia Bank September 2001 - November 2004
Skills
Microsoft Office, Loans, Risk Management, Process Improvement, Business Analysis, Mortgage Lending, Portfolio Management, Banking, Financial Analysis, Loan Origination, Asset Management, Legal Research, Legal Documentation, Customer Satisfaction, Real Estate Due..., Information Technology, PC/Desktop analyst, Workflow Management, Loan Servicing, Regulatory Compliance, Access Coordinator, Visio, SharePoint
Education
ECPI University 2013 — 2016
Bachelor of Applied Science (BASc), Information Technology
Davidson County Community College 2009 — 2012
Associate of Science (A.S.), Computer/Information Technology Administration and Management
Citizens Bank March 2014 - Present
Citizens Bank October 2011 - Present
Sundbeck, Inc. 2010 - 2011
Capital One Bank 2005 - 2010
Chase Bank 2002 - 2005
Wells Fargo Bank 2001 - 2002
Arizona Diamondbacks 1998 - 2001
Skills
Credit Analysis, Oil & Gas Lending, Tax Analysis, Income Statement, Balance Sheet, Baker Hill, Personal Income Tax..., Partnership Tax Returns, Commercial Real Estate..., Microsoft Excel, Microsoft Word, Sales Management, Sales Management..., Investment Properties, Investments, Rental Real Estate, PowerPoint, Operations Management, Maritime Operations, Investment Management, Credit, Loans, Small Business Lending, Commercial Lending, Commercial Banking, Credit Risk, Cash Flow Lending, Asset Based Lending, Construction Loans, Real Estate Lending, Community Banking, Branch Management, Banking, P&L
Education
Dallas Baptist University
BBA, Finance and Financial Management Services
Union Bank November 2007 - April 2015
Wells Fargo Bank June 2004 - November 2007
Downey Savings October 2003 - October 2004
California Federal Bank/ Citibank January 2000 - September 2003
Wells Fargo 1998 - 2000
Wells Fargo 1996 - 1998
Wells Fargo 1994 - 1996
Skills
Banking, Credit, Cross Selling, Relationship Management, Consumer Lending, Financial Services, Small Business Lending, Retail Banking, Management, Training, Risk Management, Leadership, Customer Retention, Sales
Education
De Anza College 1994 — 1996
GED, Business Administration and Management, General
Mountain View High school 1993 — 1994
high school diploma, Biology, General
Washington high school 1990 — 1993
Apple May 2015 - Present
PayPal July 2014 - April 2015
eBay Inc July 2012 - July 2014
PayPal November 2010 - July 2012
eBay May 2007 - November 2010
Wells Fargo Bank June 2006 - May 2007
Citigroup September 2002 - June 2006
Navigant Consulting January 2001 - April 2002
Bank of America August 2000 - January 2001
Skills
Program Management, Business Analysis, Vendor Management, MS Project, Product Management, E-commerce, Management, Strategy, Quality Assurance, Business Intelligence, Data Analysis, Risk Management, Testing, SDLC, Leadership, Microsoft Project, Payments, Analytics, Business Process, Agile Methodologies
Education
Stanford University 2010 — 2011
APM Certificate
Project Management Institute 2009 — 2009
PMP Certified
Texas A&M University 2006 — 2008
MBA - Masters
Davenport University 1997 — 2000
BBA
Style Is In The Details July 2014 - Present
Wells Fargo Bank February 2010 - Present
Wells Fargo July 2005 - January 2010
Wells Fargo March 2004 - July 2005
Skills
Customer Service, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Microsoft Word, Strategic Planning, Project Management, Loans, Coaching, Loan Servicing, Software Documentation, Leadership, Access
Education
De Anza College 2014 — 2015
Business Administration and Management, General
Diablo Valley College 1999 — 2001
Computer and Information Sciences, General
Benicia High School 1995 — 1999
High School
Suburban Propane September 2015 - Present
Harbor Community Bank March 2015 - June 2015
Fifth Third Bank December 2013 - September 2014
Florida Community Bank March 2013 - December 2013
Florida Community Bank May 2011 - March 2013
Wells Fargo Bank August 2010 - May 2011
Wells Fargo Financial February 2010 - September 2010
Skills
Organizational..., Strategic Leadership, Team Oriented, Innovative Problem..., Open Minded, Adaptive, Customer Centricity, Credit, Loans, Cross Selling, Consumer Lending, Sales, Loan Origination, Small Business Lending, Lines Of Credit, Banking, Cold Calling, Retail Banking, Branch Management, Cash Management, Mortgage Lending, Commercial Banking, Commercial Lending, Customer Satisfaction, Deposits, Team-oriented
Education
Daytona College 2005 — 2009
BS Supervision and Management
University of Central Florida 2004 — 2005
Business Administration
Suja Juice August 2015 - Present
Campbell Soup Company April 2014 - July 2015
Campbell Soup Company March 2012 - April 2014
Danone January 2011 - September 2011
Wells Fargo Bank April 2007 - March 2009
Tempus Consulting LLC October 2004 - March 2007
Skills
Market Research, Logistics, Retail, Marketing Research, P&L Management, Marketing, Strategy, Management, Sales, Marketing Strategy, Competitive Analysis, Product Development
Education
HEC School of Management 2009 — 2011
MBA, Marketing
Dartmouth College 2000 — 2004
BA, History
Wells Fargo Bank July 2013 - April 2015
Wells Fargo Bank October 2006 - June 2013
Wells Fargo Bank July 2011 - April 2012
Education
Dallas Baptist University 2006 — 2008
MBA, Management
Dallas Baptist University 1999 — 2003
BBA, Marketing
Pittsburgh Pirates April 2013 - Present
Pittsburgh Pirates February 2009 - April 2013
Tampa Bay Devil Rays July 2008 - December 2008
Wells Fargo Bank August 2007 - June 2008
Finish Line August 2004 - November 2007
Kane County Cougars Baseball 2006 - 2006
Skills
Ticket Sales, Customer Service, New Business Development, Sales Management, Cold Calling, Communication, Client Relations Skills, Management, Sales Operations, Sales, Account Management, Selling, Sports Marketing, Sports Management, Sponsorship Sales, Sponsorship, Customer Satisfaction, Customer Retention, Sports, Sales Process, Sponsorship Activation, Social Media Marketing, Archtics
Education
University of Nebraska-Lincoln 2004 — 2007
BSBA, Management
Dana College 2003 — 2004
Evergreen Communications 2003 - Present
Oregon State Department of Health Services 2006 - 2006
Oregon Health and Science University 2006 - 2006
Integra Telecom 2006 - 2006
Oregon Health & Science University 2006 - 2006
Pacific Star Communications 2005 - 2006
Sage Software 2005 - 2005
Sonetics 2005 - 2005
Digimarc 2005 - 2005
Wells Fargo Bank 2004 - 2005
Skills
Editing, Advertising, Newsletters, Proofreading, Brochures, Training Development, Technical Writing, Online Communications, Copywriting, Copy Editing, Grant Writing, Employee Training, Social Media Marketing, Public Speaking, Publishing, Creative Writing, Blogging, Social Media, Customer Service, Marketing Strategy
Education
De Anza College 1996 — 1998
Associate of Arts (A.A.), Technical Communications
Portland State University 1965 — 1970
Bachelor of Science, Graphic Design
Wells Fargo Bank February 2012 - Present
Wells Fargo Bank June 2009 - February 2012
Wells Fargo August 2005 - June 2009
Skills
Mortgage Lending, Loans, Fraud Prevention, Customer Service, Customer Service..., Sales Management, Sales, Retail Banking, Commercial Banking, Treasury Management, Training Delivery, Management, Training, Leadership, Banking, Insurance, Credit, Fraud Claims, Risk Management, Loss Mitigation
Education
De Anza College 2000 — 2012
Business, Management, Marketing, and Related Support Services
Bank of America May 2014 - September 2015
Citi August 2011 - May 2014
Bank of America February 2011 - August 2011
Citibank April 2007 - February 2011
Wells Fargo Bank October 2006 - April 2007
Citi May 2005 - October 2006
Skills
CRM, Leadership, Training, Sales, Analysis, Credit, Finance, Selling, Loans, Coaching, Financial Services, Access, Customer Service, Teamwork, Underwriting, Management
Education
De Anza College
Business Management
MID ATLANTIC ENDOSCOPY CENTER 2015 - Present
MID ATLANTIC ENDOSCOPY CENTER May 2012 - Present
Wells Fargo Bank 1995 - 2010
Skills
Leadership, Customer Service, Team Building, Microsoft Word, Teamwork, Research, Administration
Education
Dawn Career Institute Inc 2011 — 2012
Diploma, Medical Adminstrative Specialist
Delcastle Technical High School
Diploma, Information Systems and Services
TBWA\Chiat\Day July 2010 - Present
AMG 2010 - July 2010
b-wire.com 2009 - 2009
Wells Fargo Bank 2006 - 2009
Law Offices of Ismael Perez 2005 - 2006
Coldstone Creamery 2004 - 2005
Skills
Management, Relationship Marketing, Sales, Advertising, Training, Customer Service, Marketing, Customer Experience, Event Planning, Marketing Communications, Budgets, Creative Direction, Coaching, Social Media Marketing, Integrated Marketing, Social Media, Digital Marketing, Social Networking, Digital Media, Creative Strategy, Online Advertising, Digital Strategy, Brand Development, Photography, Digital Photography, Art, Photoshop, Photo Shoot Production, Adobe Creative Suite, Facebook, Interactive Marketing, Marketing Strategy, Interactive Advertising
Education
University of California, Santa Barbara 2007 — 2009
BA, Philosophy
De Anza College 2005 — 2007
AA, Transfer Studies
Monta Vista High School 2001 — 2005
2008-2010Wells Fargo Bank December 2008 - December 2010
United States Postal Service January 2001 - January 2008
Visa International January 1999 - January 2001
United States Postal Service January 1997 - January 1999
Wells Fargo Bank January 1992 - January 1997
ADP January 1989 - January 1992
Education
Tech Skills 2007 — 2008
Oracle Database Administration Certified
Tech Skills 2007 — 2008
Java 1.4 Certified
Foothill College 2002 — 2002
PL/SQL
De Anza College 2000 — 2001
Java Programming
Portnov Computer School 1997 — 1998
Quality Assurance Analyst
University of Tashkent
BS, Computer Science
Visa September 2015 - Present
SolarWinds October 2013 - September 2015
Charles Schwab May 2012 - September 2013
Wells Fargo Bank July 2011 - May 2012
Home and around town April 2009 - June 2011
Convergys (acquired Cygent, Inc. 2/03, now NetCracker) April 2000 - March 2009
PricewaterhouseCoopers 1998 - 2000
Deloitte Consulting May 1997 - August 1997
American Management Systems (now CGI) 1991 - 1996
Skills
Professional Services, IT Strategy, Project Management, Requirements Analysis, Functional Architecture, Cross-functional Team..., Production Support, Software Deployment, Change Management, IT Infrastructure..., Citrix, Business Process..., Thought Leadership, Agile Methodologies, Software Development..., Enterprise Software, CRM, Cloud Applications, PMP, Solution-driven, Software Project..., Management, Solution-oriented, SDLC, Analytics, Solution Implementation, Certified Scrum Master..., Leadership, Management Consulting, Scrum, Consulting, Project Portfolio..., Enterprise Architecture, Analysis, Business Process
Education
Collab.net Scrum Master Certification class 2013 — 2013
Certified ScrumMaster (CSM)
Project Management Institute 2007 — 2008
Certified PMP
Duke University - The Fuqua School of Business 1996 — 1998
MBA
Dartmouth College 1987 — 1991
BA
Bear Creek High School 1984 — 1987
Wells Fargo October 2014 - Present
Ally Financial Inc. February 2014 - Present
Wells Fargo July 2013 - February 2014
Bank of America October 2012 - July 2013
Bank of America December 2011 - March 2013
Wells Fargo Bank April 2011 - March 2012
Bank of America September 2010 - April 2011
Wells Fargo May 2010 - September 2010
Cogentrix Energy, LLC September 2009 - May 2010
Sustainable Technology Solutions, Inc. February 2009 - September 2009
Skills
SharePoint, Visio, Planview, Joomla, Integration, Software Documentation, Security, Process Improvement, ITIL, IT Management, Enterprise Architecture, Business Intelligence, Analysis, Databases, Management, CRM
Education
DePaul University 2002 — 2009
DePaul University 2001 — 2004
Wells Fargo Bank November 2005 - Present
Northern Trust February 1993 - November 2005
Skills
Portfolio Management, Investments, Wealth Management, Asset Allocation, Fixed Income, Investment Management, Mutual Funds, Equities, Asset Management, Alternative Investments, Wealth Management..., Securities, Financial Services
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1986 — 1991
BS, Finance
Pacific Gas and Electric Company December 2011 - Present
Syniverse Technologies July 2006 - November 2011
VERISIGN 2006 - 2009
Wells Fargo Bank April 2004 - June 2006
Providian Financial July 1999 - March 2004
Skills
Data Warehousing, Unix, Data Modeling, Performance Tuning, Solaris, Software Development, Databases, Data Migration, AIX, Oracle, Requirements Analysis, Enterprise Architecture, Business Analysis
Education
Thapar Institute of Engineering and Technology 1989 — 1992
MCA, Computer Science
Delhi University 1986 — 1989
Bachelor's in Computer Science, Computer Science
Cooper's Hawk Winery and Restaurants June 2012 - Present
Channel Clarity January 2011 - February 2012
Acquity Group LLC October 2010 - December 2010
Laurens Restoration, Inc February 2009 - July 2010
Wells Fargo Bank July 2007 - January 2009
First Arizona Savings June 2006 - July 2007
Wonder Lake State Bank March 2005 - June 2006
Education
DePaul University 2012 — 2013
Bachelor of Applied Science (BASc), Biology, General, 3.8
College of Lake County 2011 — 2013
Dental Hygiene, Biology
McHenry West High School 1998 — 2003
High school diploma
McHenry Community College
Business
Southern Illinois University
Biology
Aimbridge Hospitality October 2013 - Present
Alexander's Mobility Services June 2011 - January 2013
Westdale Asset Management August 2004 - June 2009
Re Max May 2001 - August 2004
Multi Forms, Inc July 1997 - February 2000
Wells Fargo Bank February 1986 - February 1995
Skills
Real Estate, Customer Service, Accounting, Accounts Payable, Accounts Receivable, Bank Reconciliation, Accurate Data Entry, Time Management, Multi Tasking, Organized with Strong..., Team Leadership, Logistic Support, Cost Accounting, Office Administration, Team Management, Integrity, Yardi Property..., Great Plains Software, Microsoft Excel, Microsoft Office, Microsoft Word, QuickBooks, Quicken, Quick Study, Training, Yardi, Yardi Voyager, GreatPlains, Sales, Invoicing, Data Entry, Property Management, Management
Education
Dallas County Community College 2010 — 2013
Associate's degree-Accounting, Accounting and Business/Management
Eastfield College
Associate's degree, Accounting
Wells Fargo Bank June 2012 - Present
Skills
Managing Finances, Credit Analysis, Credit Management, Strategic Financial...
Education
Delaware County Community College 2012 — 2015
Associate's degree, Registered Nursing/Registered Nurse
Adecco Group at YouTube June 2014 - Present
Flickr August 2010 - June 2014
Flickr July 2007 - July 2010
Wells Fargo Bank September 2002 - July 2007
Skills
Fluent in Chinese, Fluent in English, Chinese, English, Community Management, Customer Support, Blogging, Troubleshooting, Customer Service, Quality Assurance, Training, Content Management, Product Marketing, User Experience, Social Networking, Microsoft Excel, HTML, Leadership, Mobile Applications, Team Management, CSS, Project Management, Social Media
Education
San Jose State University 2006 — 2007
De Anza College 1998 — 2002
Kaiser Foundation Health Plan September 2010 - April 2012
Visto October 2007 - March 2008
PwC October 2005 - March 2007
CSAA July 2003 - March 2005
Accenture August 1996 - September 2001
Wells Fargo Bank 1994 - 1996
Wells Fargo 1994 - 1996
SBC 1988 - 1990
SBC )formerly Pacific Bell) 1988 - 1990
Bell Labs 1978 - 1988
Skills
SDLC, Program Management, Cross-functional Team..., PMP, Integration
Education
DePaul University 1985 — 1988
mscs
Wells Fargo Bank August 2015 - Present
Cathay Pacific Airways October 2013 - March 2015
JPMorganChase April 2013 - September 2013
Accenture/Avanade April 2011 - December 2012
Signature Consulting 2010 - 2012
Port Authority of New York and New Jersey October 2010 - March 2011
JPMorganChase September 2008 - October 2010
Novell, Inc July 2007 - August 2008
IBM January 2007 - June 2007
JP Morgan Chase 1996 - January 2007
Skills
Active Directory, Linux, eDirectory, Network Security, Disaster Recovery, Server Administration, Shell Scripting, Project Implementation, Powershell, Data Migration, Novell Netware, Microsoft Technologies, IT Strategy, Networking, IT Management, VMware, Virtualization, Integration, Novell, Troubleshooting, Windows, Perl, System Deployment, Servers, Business Analysis, Windows Server, VMware ESX, Identity Management, Information Technology, Enterprise Architecture, IT Service Management, Infrastructure, Data Center, Vendor Management, Solution Architecture, Operating Systems, SharePoint, ITIL, Technical Support, Cloud Computing, Business Continuity, IT Operations, Visio, Security, SDLC, Citrix, DNS, Unix, Requirements Analysis, Project Portfolio...
Education
De La Salle University 1976 — 1982
Bachelor of Arts
Glory Christian Church of San Diego July 2014 - Present
Chinese Bible Church of San Diego November 2000 - May 2013
Chinese Bible Church of San Diego November 2000 - May 2013
Wells Fargo Bank 1992 - 1997
Skills
Church Events, Teaching, Pastoral Counseling, Preaching, Expository Preaching, Theology, Religion, Research, Photoshop, Pastoral Care, Public Speaking, Discipleship, Missions, Church Growth, Curriculum Design, Community Outreach, Biblical Studies, Volunteer Management, Discipleship Training, Pastoring, Youth Ministry
Education
Dallas Theological Seminary 1997 — 2000
ThM, Pastoral leadership
San Francisco State University 1984 — 1988
BS, Business Administration, Finance, Real Estate, Banking
Lowell High School 1982 — 1984
JPMorgan Securities January 2008 - Present
Wells Fargo Brokerage June 2002 - February 2007
Wells Fargo Bank 2002 - 2004
Skills
Series 7
Education
University of Chicago Graham School of Business 2007 — 2008
Denison University 1996 — 2000
Bachelor of Arts, History
Union Bank September 2011 - Present
Assets 4 Auction November 2009 - January 2012
Wells Fargo Bank 2008 - October 2009
Wells Fargo June 2004 - April 2008
Providian Financial 2003 - 2004
GE Capital 2000 - 2003
Harris Bank 1995 - 2000
Skills
Credit Cards, Segmentation, Customer Experience, Strategy, Strategic Partnerships, Analytics, Management, Debit Cards, Marketing, Cross-functional Team..., Outsourcing, Business Strategy, Marketing Strategy, Portfolio Management, Direct Marketing, Product Management, Six Sigma, Product Development, Strategic Planning, Process Improvement, Program Management, Start-ups, Product Marketing, CRM, E-commerce, Leadership, Email Marketing, Relationship Management
Education
Northwestern University - Kellogg School of Management 1994 — 1999
MBA, Marketing and Organizational Behavior
DePaul University 1979 — 1983
B.S., Finance
Wells Fargo Bank September 2005 - April 2008
Amerisourcebergen Corp. September 1999 - April 2004
US Army August 1996 - December 1999
Education
De La Salle University 1985 — 1989
Bachelor, Business Administration
Winston Brands, Inc. June 2015 - Present
Winston Brands, Inc. January 2015 - June 2015
Winston Brands, Inc. December 2013 - January 2015
OpticsPlanet, Inc. October 2012 - December 2013
OpticsPlanet, Inc. July 2010 - October 2012
Wells Fargo Bank January 2010 - July 2010
Wachovia, A Wells Fargo Company November 2008 - December 2009
Wachovia, A Wells Fargo Company December 2007 - November 2008
Robert Bosch Tool Corporation June 2007 - September 2007
Pro Sports Experience January 2007 - June 2007
Skills
Microsoft Excel, Marketing, Customer Service, Advertising, Account Management, Sales, Analysis, Strategy, Strategic Planning, Trade Shows, Merchandising, Sales Process, Integrated Marketing
Education
DePaul University 2005 — 2007
Bachelor's, Marketing Honors, Management Minor
Wells Fargo Bank December 2000 - Present
Komag, Inc. August 1998 - December 2000
Skills
Disaster Recovery, System Administration, Servers, Integration, Operating Systems, Troubleshooting, Vendor Management, Networking, Change Management, Data Center, Business Continuity, Project Management, SharePoint, Software Documentation, Process Improvement, IT Operations, Program Management, Security, IT Management, Business Analysis, Cloud Computing, Team Leadership, Banking, Leadership, Management, Active Directory, Project Planning, Windows Server, Databases, VMware, Visio
Education
Masters Institute of Technology 1997 — 1998
A.A.S, Network Administration
De Anza College 1994 — 1996
Wells Fargo Bank January 2011 - Present
Wells Fargo Bank April 2007 - June 2010
Skills
Loans, Finance, CMBS, FHA, Real Estate Economics, Real Estate, Mortgage Lending, Investments, Investment Properties, Loan Origination, Valuation, Asset Management, Underwriting, Commercial Real Estate
Education
Dartmouth College 2001 — 2005
Economics
Wells Fargo August 2012 - July 2014
Harris Bank March 2012 - May 2012
Wells Fargo October 2010 - March 2012
Wells Fargo Bank July 2009 - June 2010
Newedge Group March 2009 - July 2009
Bank of America March 2008 - February 2009
Deloitte April 2007 - March 2008
Washington Mutual October 2005 - April 2007
Hewitt Associates October 2004 - October 2005
BCBSA 2003 - 2003
Skills
SDLC, User Acceptance Testing, Business Analysis, Test Planning, Data Analysis
Education
DePaul University 2001 — 2004
BS, Information Systems
Gujarat University
Bachelors of Commerce
Patricia Jeanne Howze & Associates February 1999 - Present
Oakland Eastbay Symphony 2004 - 2009
Wiley Manuel Law Foundation 1995 - 2003
Wells Fargo Bank 1990 - 2000
Skills
Employee Relations, Employment Law, Human Resources, Performance Management, Organizational..., Training, Executive Coaching, Personnel Management, HR Consulting, Conflict Resolution, Succession Planning, Coaching, Labor Relations, Policy, Employee Training, Litigation, Recruiting, Employee Engagement, FMLA, Employee Benefits, Deferred Compensation, Employee Handbooks
Education
DePaul University
Juris Doctor (J.D.)
University of Chicago
Master of Arts (MA), Educational Administration
University of Hawaii
Wells Fargo Bank 2008 - Present
AV Business Solutions 2005 - Present
Varaah Inc 2010 - 2014
Skills
Business Strategy, Risk Management, Business Development, Financial Risk, Management Consulting, Business Analysis, Capital Markets, Business Intelligence, Financial Modeling, Corporate Finance, Investment Banking, Investments, Equities, Valuation, Outsourcing, Product Management, Finance, Start-ups, Banking, Equity Research
Education
ICFAI 1996 — 1998
CFA, Finance
University of Delhi 1996 — 1998
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Indian Institute of Technology, Delhi 1989 — 1993
Bachelor of Technology (B.Tech.)
Wells Fargo Bank May 1999 - Present
Bank of Nova Scotia 1994 - 1999
Skills
Credit, Finance, Financial Analysis, Commercial Lending, Portfolio Management, Banking, Cash Management, Risk Management, Treasury Management
Education
Valparaiso University 1987 — 1991
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Tesla Motors February 2015 - Present
Intuit August 2013 - February 2015
Intuit February 2010 - July 2013
Wells Fargo Bank October 2009 - January 2010
Insweb Corporation February 2009 - September 2009
Washington Mutual Bank October 2005 - February 2009
Paradigm Consulting February 2005 - September 2005
Tata Infotech Limited July 1998 - January 2005
Mawai Infotech Limited June 1995 - January 1996
Skills
Architecture, Customer Relations, SQL Tuning, RMAN, Performance Tuning, Databases, Oracle RAC, Data Warehousing, Data Modeling, ETL, Oracle, Database Design, PL/SQL, Oracle Enterprise..., High Availability, Solaris, Replication, Unix, Unix Shell Scripting, Erwin, Database Administration, SQL, Data Migration, SDLC, Microsoft SQL Server, Business Intelligence, Disaster Recovery, Capacity Planning, Shell Scripting, Enterprise Architecture, Data Warehouse..., SSIS, Data Architecture, Linux, Sybase, Requirements Analysis, Data Integration, Cluster, Data Guard, Toad, Red Hat Linux, Relational Databases, GoldenGate, Oracle Designer, Developer 6i, Custom Forms, Oracle Reports, SQL Loader, Query Tuning, Data Pump
Education
National Institute of Industrial Engineering 1996 — 1997
Engineer's Degree, Industrial Engineering
Dayalbagh Educational Institute 1991 — 1995
Bachleor, Engineering
Citizens Bank May 2012 - Present
Wells Fargo Advisors October 2011 - May 2012
Wells Fargo Bank June 2011 - May 2012
The Vanguard Group October 2010 - November 2010
Independence Planning Group November 2008 - July 2009
Fiji Mission to the United Nations May 2004 - July 2008
United Coconut Planters Bank, Philippines September 2001 - December 2003
Skills
Series 6, Series 63, PA Life Resident..., Life Insurance, Strategic Financial..., Insurance, Retirement Planning, Banking
Education
De La Salle University 1997 — 2003
Masters in Management Technology
St. Francis College 1991 — 1994
Bachelor of Science, major in Special Studies emphasis in Computer Management
Wells Fargo Bank July 2011 - Present
Wells Fargo December 2009 - July 2011
LIFT Aviation LLC August 2007 - December 2009
LaSalle Bank March 2006 - July 2007
ABN AMRO Bank N.V. December 2000 - March 2006
Mitsubishi Trust July 1995 - December 2000
Skills
Banking, Commercial Banking, Credit Risk, Credit Analysis, Capital Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
MBA, Finance
University of Illinois at Urbana-Champaign 1994 — 1995
BS, Neuroscience
Joliet Catholic 1987 — 1991
Wells Fargo Bank January 2011 - Present
Residential Valuation Services, a Wells Fargo Company 2009 - January 2011
Wachovia February 2003 - August 2009
World Savings January 1996 - January 2003
World Savings January 1995 - January 1995
World Savings October 1991 - January 1995
World Savings September 1988 - October 1991
Xerox Corporation April 1980 - August 1988
Education
Santa Clara University 1983 — 1985
MBA, Finance
San Diego State University-California State University 1978 — 1979
B. A., Accounting
San Jose State University 1977 — 1978
De Anza College 1975 — 1977
A.A.
DDG, Inc. May 2013 - Present
Wells Fargo Bank February 2011 - May 2013
JP Morgan June 2008 - February 2011
Citi May 2002 - June 2008
ABN AMRO Bank N.V. October 1996 - May 2002
The First National Bank of Chicago June 1995 - October 1996
Skills
Wealth Management, Credit Analysis, Series 7, Commercial Banking, Commercial Lending, Banking, Loans, Finance, Wealth, Securities, Mutual Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2002
MBA with Distinction, Finance
Northern Illinois University 1990 — 1995
BS, Finance
Liberty Mutual Insurance April 2011 - Present
Sushi Muramoto Restaurant 2010 - 2014
JP Morgan Chase Bank September 2005 - January 2011
Wells Fargo Merchant Card Services August 2003 - November 2004
Fyfe's Corner Bisrto 1994 - 2004
Wells Fargo Bank June 2001 - August 2003
Zimbrick Honda June 1995 - May 2001
Skills
Customer Service, Sales, Life Insurance, Insurance, Customer Retention, Account Management, Employee Benefits, Credit, Property & Casualty..., Underwriting, Leadership, Selling, Team Building, Training, Cold Calling
Education
Davidson College 1983 — 1987
A.B., Political Science
Davidson College 1983 — 1987
B.A., Political Science
Skyway Electric and Solar August 2014 - Present
ARC Document Solutions September 2012 - August 2014
Fiserv August 2010 - January 2012
Natixis Gobal Asset Management June 2004 - February 2010
Natixis Global Associates June 2004 - August 2008
Wells Fargo Bank December 2001 - May 2004
Skills
Asset Managment, Portfolio Management, Business Analysis, Equities, Investments, Asset Management, Financial Services, Microsoft Office, Process Improvement, Leadership
Education
De Anza College 1992 — 1996
Cisco June 2015 - Present
Open Sourcework April 2015 - June 2015
IT Professional on Sabbatical July 2014 - March 2015
Citrix Systems January 2014 - June 2014
Federal Reserve Bank of San Francisco September 2012 - August 2013
Kaiser Permanente August 2011 - April 2012
Wells Fargo Bank December 2010 - July 2011
Visa Inc. (HQ) August 2008 - February 2009
Ask.com / IAC Search and Media January 2008 - August 2008
eBay 2007 - 2008
Skills
PCI DSS, CISSP, Information Security, IT Audit, CISA, Information Technology, Consulting, Security, ISO 27001, Application Security, Information Security..., Regulatory Compliance, Risk Management, Compliance Management, Governance, Disaster Recovery, Business Continuity, Sarbanes-Oxley Act, ITIL, Security Audits, Computer Security, Security Architecture..., SAS70, COBIT, Firewalls, Privacy Law, CISM, Operational Risk, Risk Assessment, GLBA, Internal Audit, Security Policy, Vulnerability Assessment, Operational Risk..., Data Security, Business Continuity..., Data Privacy, Enterprise Architecture, Penetration Testing, Data Center, GRC Leadership, Information Technology..., CPP-Global Enterprise..., Board of Directors..., C-Level Security, Joint..., SDLC, Leadership, Program Managment, Analytics, Cloud Computing
Education
St. Mary's College of California
B.S., Psychology/Biology; Minor in Art
De Anza College 1996 — 1998
CIS, UNIX, Linux and C Programming, C and Korn Shell Scripting, Windows Networking, Web Design
Diablo Valley College 1996 — 1997
Administration of Justice, Business, Accounting
Wells Fargo Bank June 2007 - Present
Bank of America November 2003 - June 2007
Starbucks July 2003 - November 2003
Skills
Small Business Lending, Loans, Lines Of Credit, Banking, Credit, Commercial Banking, Cash Management
Education
De Anza College 2007 — 2014
Associate of Arts (AA), Nursing Administration
Silver Creek High School 1997 — 2001
High School Diploma
Graphic Promotions March 1988 - Present
Wells Fargo Bank May 1979 - June 1987
McDonald's 1976 - 1978
Education
De Anza College 1977 — 1979
Emil R Buchser 1973 — 1977
AirTight Networks 2015 - Present
Reputation.com December 2013 - Present
AirTight Networks 2015 - 2015
AirTight Networks 2015 - 2015
Reputation.com January 2013 - November 2013
Reputation.com April 2012 - December 2012
California Quality Builders October 2011 - April 2012
Wells Fargo Bank August 2010 - October 2011
The Latino Business Student Association Foundation January 2010 - January 2011
Wells Fargo Financial May 2010 - August 2010
Skills
Account Management, Microsoft Office, Direct Sales, Lead Generation, Salesforce.com, Cold Calling, Sales, Forecasting, Inside Sales, Marketing, B2C Sales, Needs Assessment/..., Need Satisfaction Sales..., Email Marketing, SaaS, B2B Sales, CRM software, Indirect Channel Sales, Sales Cycle Management, Contract Negotiation, Consultative Selling, Value Based Selling, WebEx, Pipeline Management, Outlook, Outbound Training, Middle Market, Proposal Preparation, Proposal Management, Sales Prospecting, Qualifying Prospects, Solution Focused, Solution Selling, Deal Closure, Campaign Management, Campaign Development, SMB Sales, Enterprise Solution..., Entrepreneurship
Education
San Jose State University 2007 — 2009
Marketing, Business
De Anza College 2004 — 2006
Associate of Arts (A.A.), Business and Computer Information Emphasis
Climb Real Estate Group 2013 - Present
Wells Fargo Bank August 2008 - July 2012
Wells Fargo Bank March 2006 - March 2008
Skills
Investors, Investment Properties, First Time Home Buyers, Management, Negotiation, Portfolio Management, Real Estate, Real Estate Development, Residential Homes, Sales, Treasury Management, Asset Based Lending, Commercial Banking, Commercial Lending, Credit Analysis, Finance
Education
San Jose State University 2003 — 2005
MBA, Business/ Finance
Delhi University
Bachelor of Arts (BA)
Intuitive Surgical May 2013 - Present
VM Services Inc. April 2010 - May 2013
VM Services Inc. December 2009 - April 2010
Wells Fargo Bank May 2006 - June 2008
Skills
Accounting, Microsoft Office, 10 Key, Customer Service, Accounts Payable, Adobe Creative Suite, Account Reconciliation, Invoicing, Auditing, Retail Banking, Time Management, Store Management, Bank Reconciliation, SAP, Management, Retail Management, Process Improvement, Sales, Microsoft Excel
Education
De Anza College 2012 — 2015
Associate of Arts (A.A.), Business Administration and Management, General
Nationwide 2013 - Present
Nationwide Advantge Mortgage Co 2010 - Present
Wells Fargo Bank 2007 - 2010
Verizon 1996 - 2006
Grinnell Mutual Reinsurance 1989 - 1996
Skills
Quality Assurance, Analysis, Fraud, Management, Customer Service, Payments, Credit, Claim, Call Center, Team Leadership, Banking, Training, Insurance, Team Building, Microsoft Office, Process Improvement, Interviews, Six Sigma, Microsoft Excel, Liability, Microsoft Word, Call Centers, Leadership, Risk Management, Business Analysis, Vendor Management
Education
Del Mar College
Del Mar College
Business Administration and Management, General
Wells Fargo Bank October 2013 - Present
Skills
Team Building, Financial Analysis, Process Improvement, Program Management, Analysis, Customer Service, Strategic Planning, Strategy, Leadership Development, Public Speaking
Education
Davidson College 1980 — 1984
Bachelor of Arts (B.A.), Economics
Wells Fargo Bank November 2010 - Present
Wachovia March 2008 - October 2010
Wachovia Bank August 1996 - March 2008
Small Business Financial Exchange 2004 - 2006
Education
Davidson College 1977 — 1981
Wells Fargo Bank July 1986 - Present
Education
Davidson College 1982 — 1986
BA, Economics
Wells Fargo Corporate Trust February 2008 - Present
Wells Fargo Bank 2007 - Present
Skills
Mortgage Lending, Securities, Loans, Credit, Mortgage Banking, Underwriting, Mutual Funds, Financial Analysis, Portfolio Management, Public Speaking, Sales, Microsoft Office, Banking, Risk Management, Financial Services, Leadership, Customer Service, Management
Education
Delaware State University
Business/Marketing
Wells Fargo Bank May 2010 - Present
Education
DePaul University
Wells Fargo Bank 2009 - Present
Wells Fargo 2009 - 2009
Wachovia 2006 - 2009
Skills
Loans, Credit Analysis, Financial Modeling, Credit Risk, Portfolio Management, Investments, Credit, Financial Analysis, Banking
Education
Davidson College 2002 — 2006
BA, Economics
Wells Fargo Bank February 2010 - Present
Wachovia October 2007 - February 2010
Infocrossing 2000 - 2004
Morgan Stanley March 2001 - September 2001
Federated Systems Group 1990 - 2000
Skills
Data Center Design,..., Facilities Management, Vendor Management, Disaster Recovery, Business Continuity, Security, Project Management, Integration, Process Improvement, Infrastructure, Cloud Computing, Enterprise Architecture, SDLC
Education
DeVry 1985 — 1986
Associate of Arts and Sciences (AAS), Electronincs
Dekalb Community College 1981 — 1982
EMT, Emergency Medical Technology/Technician (EMT Paramedic)
Santa Cruz Community Credit Union January 2014 - Present
Santa Cruz Community Credit Union June 2011 - Present
Wells Fargo Bank 2008 - 2011
Greater Bay Bank 2007 - 2008
LaSalle Bank 2006 - 2007
Bank One 2000 - 2003
NBD 1994 - 2000
Skills
Credit, Commercial Banking, Banking, Credit Analysis, Retail Banking, Risk Management, Finance, Loans, Customer Service, Loan Origination, Consumer Lending, Team Building, Cross Selling
Education
Davenport University
Associate's degree in Management, Business Management
Wells Fargo Bank January 1998 - Present
Wachovia, A Wells Fargo Company July 1990 - December 1997
Skills
Banking, Loans, Credit, Portfolio Management, Real Estate, Commercial Lending
Education
Davidson College 1986 — 1990
Economics
f3 nation
Elavon Information Systems Regional Sales ManagerElavon, Inc.September 2011 - Present
Elavon, Inc. 2007 - Present
Nova Information Systems November 2004 - February 2007
Wells Fargo Bank 2002 - 2005
Wells Fargo 2002 - 2004
LML Payment Systems 2001 - 2002
Conseco Financial Services 1999 - 2001
American Direct Credit 1996 - 1999
The Associates 1983 - 1996
Skills
Merchant Services, Electronic Payments, Banking, Credit Cards, Debit Cards, E-payments, Mobile Payments, Payment Card Processing, Payment Gateways, Payment Systems, Payments, Relationship Management, ACH, Cards
Education
Dallas Baptist University
BBA, Business Management
Bank of the West June 2015 - Present
JPMorgan Chase October 2012 - June 2015
JPMorgan Chase June 2011 - November 2012
JP Morgan Chase April 2010 - June 2011
Wells Fargo Bank 2006 - 2008
Wells Fargo 2002 - 2006
Skills
Banking, Equities, Investments, Risk Management, Financial Analysis, Loans, Treasury Management, Credit, Commercial Banking, Retail Banking, Portfolio Management, Wealth Management, Sales Management, Operations Management, Management, Finance, Cross Selling, Relationship Management, Small Business Lending, Commercial Lending, Branch Banking, Credit Analysis
Education
Golden Gate University 2009 — 2011
MBA, Business Administration and Management, General
Delhi University 1996 — 1999
Bachelor of Commerce (B.Com.), Commerce
PlainsCapital Bank April 2015 - Present
BB&T March 2015 - April 2015
Citi October 2013 - March 2015
ARGO Data Resource Corporation April 2013 - October 2013
Wells Fargo Bank February 2010 - April 2013
Wells Fargo October 2007 - March 2010
Wells Fargo Bank December 2005 - October 2007
Wells Fargo Financial October 2004 - December 2005
Skills
Commercial Lending, Mortgage Lending, Credit Risk, Analysis, Loans, Banking, Credit, Finance, Management, Strategy, Loan Origination, Investments, Sales, Commercial Banking
Education
University of North Texas 2000 — 2002
Bachelor of Science (BS), Entrepreneurship and Strategic Management
Dallas County Community College 1997 — 2000
Associate's degree
TD January 2015 - Present
TD October 2012 - January 2015
Sovereign Bank May 2012 - October 2012
Wells Fargo Bank June 2009 - June 2012
First Financial Federal Credit Union October 2008 - June 2009
American General Finance - AIG 2007 - 2008
Skills
Consumer Lending, Loans, Credit, Banking, Commercial Banking, Mortgage Lending, Underwriting, Credit Analysis, Relationship Management, Sales Management, Customer Service, Branch Management, Deposits, Business Development, Financial Services, Finance, Small Business Lending, Portfolio Management, Lines Of Credit, Leadership, Management, Sales
Education
Delaware Valley University 2000 — 2004
B.S., Business Management
Bankers Trust July 2013 - Present
Johnson Bank December 2011 - June 2013
Johnson Bank July 2010 - December 2011
Wells Fargo Bank October 2008 - July 2010
Hinsdale Bank & Trust Company January 1995 - December 2007
US Bank January 1989 - January 1995
Skills
Banking, Credit, Mentoring, Finance, Consumer Lending, Commercial Banking, Loans, Credit Risk, Underwriting, Management, Loan Origination, Small Business Lending, Credit Analysis, Commercial Lending
Education
DePaul University 2002 — 2005
BA, Business Mgmt
National Commercial Lending School 2003 — 2003
ABA, Commercial Lending
Wells Fargo Advisors January 2014 - Present
Wells Fargo Bank 2006 - 2014
Wachovia Wealth Management 2004 - 2006
Charles Schwab 2003 - 2004
Wells Fargo Bank 1996 - 2003
Education
The George Washington University - School of Business 1993 — 1994
Master's Degree, Finance
Dartmouth College 1987 — 1991
Bachelor's Degree, Economics
RAE Systems by Honeywell September 2014 - Present
RAE Systems by Honeywell November 2009 - September 2014
Wells Fargo Bank November 2008 - November 2009
Headway Technologies March 2007 - December 2007
Cinemark October 2004 - March 2007
Skills
Technical Support, Electronics Repair, Customer Service, Computer Hardware, Electronics, Troubleshooting, Credit, Banking, Software Documentation, Hardware, Call Centers, Customer Satisfaction, Salesforce.com, Visio, Oracle, AutoCAD, Account Management, Business Development, Sales
Education
DeVry University 2013 — 2016
Bachelor of Science (BS), Technical and Scientific Communication
De Anza College 2006 — 2008
General Studies
Berkshire Hathaway HomeServices August 2015 - Present
@properties November 2011 - August 2015
PNC 2010 - 2011
WaMu/CHASE November 2007 - June 2010
Wells Fargo Bank January 2005 - November 2007
TR Inc DBA The T-Room August 1991 - October 2001
INTRUST Bank 1997 - 1999
BANK IV Kansas/NationsBank/Bank Of America February 1991 - 1997
Skills
Banking, Credit, Investments, Selling, Real Estate, Residential, Negotiation, Sales Management, Customer Relations, Sellers, First Time Home Buyers, Relocation, Short Sales, Real Estate Transactions, Loans, Mortgage Lending, Property, Brokerage, Condos, Customer Service, Foreclosures, Investment Properties, Residential Homes, Sales, Single Family Homes, Referrals, Rentals, Leases, Buyer Representation, REO, Investors, New Home Sales, Listings, FHA, Luxury, Management, Marketing, Townhomes, Small Business
Education
Missouri Western State University 2003 — 2005
BS, Biology
DePaul University
BA, Business Management
Maryville RII
Assistant Banking Center Manager at Comerica Bank San Mateo February 2015 - Present
Comerica Bank November 2008 - January 2015
KeyPoint Credit Union 2006 - 2008
Wells Fargo Bank 2003 - 2006
Skills
Retail Banking, Consumer Lending, Small Business Lending, Mortgage Lending, Home Equity Lines of..., Connecting People, Referral Network, Credit, Commercial Lending, Lines Of Credit, Banking, Credit Analysis, Loan Origination, Commercial Banking, Loans, Small Business, Treasury Management, Sales, Portfolio Management
Education
De Anza College
Wells Fargo Bank July 2013 - Present
New Vermillion LLC 2003 - June 2013
Banc of America Securities 1998 - 2002
Banc of America Securities 1995 - 1998
Skills
Corporate Finance, Commercial Banking, Investment Banking, Real Estate Development, Project Management, Market Development, Strategic Planning, Leadership, New Business Development, Sales Management, Manage Client..., Financial Analysis, Capital Structure, Negotiation, Financial Modeling, Talent Developer, Team Leadership, Coaching, Banking, Due Diligence, Mergers & Acquisitions, Management
Education
University of North Carolina at Chapel Hill 1976 — 1978
MBA, Finance
Davidson College 1970 — 1974
BA, History
Wells Fargo Bank January 2009 - Present
Wachovia Bank January 2003 - December 2008
Fleet Bank 1989 - 2003
Skills
Credit Analysis, Commercial Banking, Portfolio Management, Commercial Lending, Banking, Credit, Loans, Small Business Lending, Cash Management, Underwriting
Education
DePaul University 1984 — 1987
MBA, Finance
Wittenberg University 1979 — 1982
BA, Economics, Political Science
Harvard Business School
Wells Fargo Bank February 2000 - Present
Education
Dartmouth College 1995 — 1999
BA, International Relations
SVB Financial Group May 2014 - Present
Ernst & Young September 2011 - May 2014
Wells Fargo October 2010 - August 2011
Ernst & Young June 2010 - August 2010
Wells Fargo Bank March 2008 - June 2010
EXPRESS October 2007 - November 2008
Gap Inc. September 2006 - October 2007
Skills
Accounting, Financial Accounting, Auditing, Financial Reporting, Financial Analysis, Customer Service, Banking, SOX 404, Microsoft Excel, Sarbanes-Oxley Act, Internal Controls, US GAAP, GAAP, Access, Outlook, Financial Statements, Assurance, QuickBooks, Finance, Analysis, Internal Audit, CPA, Cooking
Education
Santa Clara University 2009 — 2011
Bachelor of Science (B.S.), Accounting
De Anza College 2006 — 2009
Bachelor of Science (B.S.), Accounting
Wells Fargo Bank February 2008 - Present
IndusInd Bank January 2005 - January 2006
The Dhanalakshmi Bank Limited India January 2002 - December 2004
Education
Delhi University
bachelors, english literature
Wells Fargo Bank
Education
Davidson College
Syracuse University - Maxwell School
Wells Fargo Bank January 2009 - May 2009
Washington Mutual January 1997 - April 2008
Washington Mutual January 1997 - January 2003
Retail January 1992 - January 1997
California Federal Bank January 1982 - January 1997
Retail January 1988 - January 1989
Retail January 1984 - January 1988
Credit Verifier January 1982 - January 1984
Education
Delhi University
Bachelor of Arts, Arts
Wells Fargo Bank February 2011 - Present
Skills
Loans
Education
DePaul University 1970 — 1973
Master of Business Administration (MBA), Finance, General, B's
HomeServices Lending July 2014 - Present
Wells Fargo Bank July 1997 - July 2014
Nationwide Insurance April 1993 - June 1997
State Farm Insurance January 1983 - March 1993
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, Credit, Finance, Financial Analysis, Real Estate, First Time Home Buyers, Investment Properties, Customer Service, Management, REO
Education
Davidson County Community College
Wells Fargo Bank October 2000 - Present
Wells Fargo Bank - Wachovia/Evergreen Investments September 2000 - Present
Evergreen Investments January 2000 - Present
Skills
Business Continuity...
Education
Westfield State College 1992 — 1994
Bachelors, Criminal Justice
Dean College 1990 — 1992
Associate's degree, Criminal Justice/Law Enforcement Administration
Wells Fargo Bank March 1997 - Present
Skills
Loans, Banking, Credit, Financial Services, Relationship Management
Education
University of California, Santa Cruz 2011 — 2012
Graduate Certificate, Project Management
De Anza College
undergraduate studies, Business, Management, Marketing, and Related Support Services
Wells Fargo Bank July 2014 - November 2014
Bank of America March 2010 - March 2014
Apria Healthcare 2008 - 2009
Skills
User Acceptance Testing, Test Planning, Test Management, Regression Testing, SDLC, QTP, System Testing, Quality Assurance, Test Cases, Test Automation, Test Strategy, Manual Testing, Defect Tracking, Waterfall, Agile Methodologies, Requirements Analysis, Agile Testing, Test Management -..., Systems – Middleware..., Informatica File..., Tools – SSH Tectia,..., Altova XML Spy,Ultra..., Lotus Notes, MS Office,..., •Language- C,C++,C#,..., •Operating..., •Database – SQL 2000,..., Protocols/Services -..., •Finance industry..., FXWD, Wanda Link,..., BAI2 Target, PRW UDF,..., ISO XMLs - Credit &..., •Testing Methodology –..., •Others – SDLC,...
Education
Delhi University
Master's Degree
Fair Acres Geriatrics December 2013 - Present
Fair Acres Geriatric Center March 2011 - September 2014
Communication Test Design Inc September 1999 - October 2004
Wells Fargo Bank May 1987 - October 1995
Skills
Healthcare, Access, Microsoft Office, Microsoft Excel, Microsoft Word, Software Documentation, Data Analysis, PowerPoint, Customer Service, Medical Terminology, Data Entry, Healthcare Management
Education
Peirce College 2011 — 2016
Health/Health Care Administration/Management
Delaware County Community College 1980 — 1983
Associates Degree, Data Processing
Freddie Mac August 2010 - Present
Wells Fargo Securities September 2008 - July 2010
Wells Fargo Bank July 2007 - August 2008
Skills
Underwriting, Credit Analysis, Credit Risk, Credit, Capital Markets, CMBS, Securitization, Mortgage Underwriting, Real Estate Economics
Education
DePaul University 2003 — 2007
Bachelor of Science, Real Estate Finance
Wells Fargo Bank September 2008 - Present
LaSalle Bank/ABN AMRO/Bank of America 1993 - 2007
Skills
Credit Analysis, Commercial Banking, Loans, Banking, Commercial Lending, Portfolio Management, Credit
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 1999
MBA, Finance
Valparaiso University 1987 — 1991
Bachelor of Arts, Business Administration
Wells Fargo Bank August 2001 - Present
Bank of America March 1995 - August 2001
JPMorgan Chase May 1988 - March 1995
Skills
Certified Public...
Education
DePaul University 1992 — 1994
Masters, Accounting
Loyola University of Chicago 1984 — 1988
BS, Finance
Wells Fargo Bank October 2010 - Present
Wells Fargo October 2010 - Present
Skills
Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Loans, Credit, Small Business Lending, Consumer Lending, Banking, Series 63, Wealth Management, Finance, Retirement Planning, Series 6, Investments, Refinance, Cash Management, Commercial Lending, Lines Of Credit, Private Banking
Education
San Jose State University 2008 — 2011
Bachelor of Applied Science (B.A.Sc.), Finance, General
De Anza College 2006 — 2009
Associate's degree, Business
Wells fargo Bank N.A. October 2013 - Present
Wells Fargo Bank N.A. August 2012 - Present
Wells Fargo Bank April 2010 - August 2012
Wells Fargo Bank January 2009 - April 2010
Wells Fargo Bank 2005 - 2009
Wells Fargo Bank 2002 - 2005
USAA January 1999 - April 2002
Indian Hotels Company 1993 - 1996
Skills
Risk Management, Business Strategy, Strategic Planning, Financial Analysis, Consumer Lending, Process Improvement, Credit, Banking, Commercial Lending, Loans, Small Business Lending, Lines Of Credit, Diversity & Inclusion, Team Leadership, Peer Mentoring, Leadership Development, Strategic Leadership, Credit Management, Credit Analysis, Insurance, Hospitality Management, Food & Beverage, Customer Service, Financial Services, People Development, Team Management, Event Management, Sales, Sales Process, Sales Management, Commercial Banking, Finance, Mortgage Lending, Retail Banking, Loan Origination, Manage Client..., Business Relationship..., Project Management, People Skills, Cross Selling, Relationship Management, Commercial Mortgages, Treasury Management, Cash Management, Mortgage Banking, Asset Based Lending, Portfolio Management, Branch Management, Underwriting, Branch Banking
Education
Delhi University 1991 — 1994
Bachelor's degree, Business Administration and Management, General
IHM Pusa 1990 — 1993
Associates Degree, Hospitality Administration/Management
Wells Fargo Bank August 2010 - Present
Robstown ISD September 2009 - August 2010
H-E-B Mobile February 2010 - July 2010
Education
Del Mar College 2006 — 2007
Robstown ISD 2002 — 2006
Dang Lu's Moving January 2002 - Present
California State Board of Equalization January 2006 - October 2008
Wells Fargo Bank March 2001 - July 2002
Skills
Operations Management, Negotiation, Change Management, New Business Development, Business Strategy, Strategic Planning, Customer Service, Sales Management, Team Building, Team Leadership, Supply Chain Management, Management, Logistics, Budgets, Forecasting, Process Improvement, Business Planning, Account Management, Marketing Strategy, Pricing
Education
De Anza College
Business Administration – Accounting
Wells Fargo Bank November 2010 - Present
Wachovia Bank, NA January 2007 - July 2008
Wachovia Bank, NA January 2004 - December 2006
First Union National Bank April 2000 - January 2004
Skills
Hold Series 7, Series 63, Series 65, NC and Virginia FINRA..., Banking, Credit, Loans, Credit Analysis, Financial Analysis, Portfolio Management, Commercial Banking, Retail Banking, Investments, Commercial Lending, Loan Origination, Wealth Management, Small Business Lending, Consumer Lending, Finance, Financial Modeling, Series 7
Education
Davidson County Community College 1982 — 1985
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Grace and Hope July 2013 - Present
JPS Farms/ Bezzee Worm Farm April 2010 - Present
JPS Business Consultants Inc April 2010 - Present
Wells Fargo Bank May 2005 - April 2008
Hghwire Imports,U.K February 1990 - January 2000
Skills
Business Planning and..., Bookkeeping, Grant Writing, Public Speaking, Public Relations, Purchasing, Public Policy, Research, Negotiation, New Business Development, Problem Solving, Social Networking, Sourcing, Solution Selling, Legal Assistance, Apparel, Policy Analysis, Environmental Awareness, Compliance, Customer Service, Educational Leadership
Education
Delhi University 1982 — 1984
Associate's Degree, B.A.