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
MidFirst Bank December 2013 - Present
Wells Fargo Bank August 2011 - October 2013
Wells Fargo September 2009 - August 2011
Wells Fargo March 2008 - September 2009
GDR & Associates December 2007 - March 2008
Skills
Highly detail oriented, Effective communicator, Effective coach, Problem Solving, Highly sales driven, Sales Management, Management, New Business Development, CRM, Sales, Leadership, Customer Satisfaction, Team Leadership
Education
Grand Canyon University 2009 — 2012
Master's degree, Leadership, Ken Blanchard School of Business, 3.82
Arizona State University 2004 — 2007
Bachelor of Arts (B.A.), Communication, General, 3.5
Our Lady of the Pines Catholic Church May 2014 - Present
USA Triathlon June 2013 - May 2014
Delta Dental of Arizona Foundation January 2012 - May 2013
Wells Fargo Bank December 2007 - December 2011
City of Phoenix May 2005 - August 2009
City of Phoenix- Parks and Rec May 2005 - August 2007
Arizona Interscholastic Association August 2006 - May 2007
Skills
Program Management, Leadership, Social Media, Event Planning, Community Outreach, Grants, Management, Coaching, Program Development, Project Planning, Community Development, Teaching, Board Relations, Healthcare, Training, Database Admin, Database Management, Grant Management, Workshop Facilitation, Newsletters, Mass Mailing, Donor Recognition, Quantitative Research, Qualtrics, Economic Impact, Event Management, Triathlon, Focus Groups, Survey Design, Volunteer Recruiting
Education
Arizona State University 2007 — 2011
Bachelor of Science, Nonprofit Leadership and Management
Wells Fargo July 2015 - Present
Wells Fargo Bank March 2014 - July 2015
Wells Fargo May 2008 - March 2014
Wells Fargo January 2004 - May 2008
Wells Fargo January 2003 - January 2004
Skills
Banking, Loans, Customer Service, Credit, Retail Banking, Leadership, Team Building, Financial Services, Sales, Relationship Management, Recruiting, Staffing Coordination, Student Recruiting, Financial Recruiting, Human Resources, Talent Acquisition
Education
Arizona State University 2004 — 2008
BA, Psychology
DPR Realty LLC February 2008 - Present
University of Phoenix February 2007 - Present
Keller Williams Realty May 2005 - February 2008
University of Phoenix August 2006 - February 2007
University of Phoenix October 2005 - August 2006
Wells Fargo Bank January 2004 - May 2005
Arizona State University West Bookstore January 2003 - January 2004
Skills
Adult Education, Student Affairs, Career Counseling, Program Development, E-Learning, Distance Learning, Resume Writing, Higher Education, Staff Development, Instructional Design, Curriculum Development, Admissions, Leadership, Multi Tasking, Time Management, Program Management, Training
Education
University of Phoenix 2006 — 2008
Master of Business Administration (MBA)
Arizona School of Real Estate & Business
Real Estate Study and Licensing
Arizona State University
Bachelor of Science Degree in Global Business Management and Information Systems Management
Mesa Community College
Associate Degree in Computer Information Systems
Stectech Industries October 2010 - Present
Wells Fargo Bank April 2008 - April 2010
Skills
Web Design, SEO, Web 2.0, Web Development, Internet Marketing, PPC, HTML 5, PHP, Brand Development, Logo Design, Email Marketing, Online Marketing, Web Marketing, Advertising, Marketing, Marketing Strategy, Entrepreneurship, Leadership, Strategy, Social Media Marketing, Team Building, Sales, Management
Education
Arizona State University, W. P. Carey School of Business
B.S., Business Administration
Cornerstone Home Lending, Inc. March 2013 - Present
Wells Fargo Bank January 2001 - March 2013
Wells Fargo Home Mortgage January 2001 - March 2013
Skills
Customer Service, Mortgage Lending, Mortgage, FHA, Loans, VA, Refinance, Loan Origination, Conventional, Credit, Mortgage Banking, Mortgage Industry, USDA, VA loans, Conforming, Banking, FHA financing, Residential Mortgages, Purchase, Home Equity, Government Loans, Non-Conforming, Construction Loans, First Time Home Buyers, Mortgage Planning, Home Equity Loans, Loan Structuring, Consumer Lending, Credit Analysis, Lines Of Credit, Investment Properties, Foreclosures, Real Estate, Mortgage Underwriting, Home Equity Lines of..., Reverse Mortgages, Commercial Lending, Underwriting, Investors, Investments, Referrals, REO, Loss Mitigation, FHA Financing, VA Loans
Education
Western State College 1989 — 1992
Small Business, Business
Arizona State University 1986 — 1987
Hospice of Havasu September 2010 - Present
Hospice of Havasu March 2009 - September 2010
River Cities United Way September 2008 - November 2008
The Boat Brokers April 2005 - July 2008
Wells Fargo Bank December 2001 - April 2005
Wells Fargo Bank July 1999 - December 2001
Wells Fargo Bank July 1998 - July 1999
Skills
Management, Employee Benefits, Training, Interviews, Human Resources, Recruiting, Fundraising, Onboarding, Benefits Administration, Sales, Marketing, Budgets, Hiring
Education
Arizona State University 1994 — 1998
B.S. Management, Business Management with an emphasis in Human Resources
Wells Fargo Bank August 2011 - Present
AIGuy April 2008 - Present
Wells Fargo 1995 - Present
EMC Express February 1994 - July 1995
GTE Health Care Systems March 1992 - January 1994
Interactive Media Technologies January 1991 - December 1991
Allied Signal June 1989 - August 1989
Field Engineering Specialists July 1987 - June 1988
GenRad January 1986 - June 1986
Allied Signal June 1984 - August 1984
Skills
Solaris, Unix, Websphere, Operating Systems, Shell Scripting, Weblogic, System Administration, Linux, Red Hat Linux, Apache, SDLC, High Availability, Servers, Unix Shell Scripting, Disaster Recovery, Performance Tuning, Cluster, Database Design, Testing, Enterprise Architecture, Perl, Integration
Education
Arizona State University 1983 — 1990
BSEE, Electrical Engineering
PADT, Inc. April 2014 - Present
Complete Business Solutions November 2010 - April 2014
The Sun Valley Group August 2009 - November 2010
Wells Fargo March 2007 - July 2009
Wells Fargo Bank March 2006 - March 2007
Wells Fargo Bank November 2004 - March 2006
American Cancer Society May 2003 - June 2004
Skills
Marketing, Business Analysis, Customer Service, Strategic Planning, Financial Analysis, QuickBooks, Bookkeeping, Financial Reporting, Corporate Events, Event Planning, Wealth Management, Non-profit..., Grant Administration, Small Business, Account Management, New Business Development, Event Management, Fundraising, Entrepreneurship, Coaching, Sales, Team Building, Management, Leadership, Marketing Strategy, Business Development
Education
Arizona State University, W. P. Carey School of Business 2007 — 2009
MBA, Business, Organizational Communication & Leadership
Arizona State University
Bachelor of Arts (B.A.), Communication
The Bridgeway Group December 2014 - Present
Montgomery Financial November 2013 - December 2014
Montgomery Niemeyer Financial Advisors December 2000 - October 2013
Wells Fargo Bank October 1999 - December 2000
Bank of Hawaii June 1998 - September 1999
Skills
Wealth, Strategic Planning, Coaching, Retirement Planning, Portfolio Management, Strategic Financial..., Retirement, Wealth Management, Investments, Project Management, Estate Planning, Investment Advisory
Education
Arizona State University 1993 — 1998
Bachelor of Science, Finance
TRW Automotive, Inc June 2008 - Present
TRW June 2008 - September 2014
TRW 2008 - 2011
Weil-McLain August 2004 - May 2008
Weil McLain August 2004 - May 2008
Wells Fargo Bank NA September 2000 - August 2004
Wells Fargo Bank December 2000 - July 2004
Daikin-Modine, Inc August 1999 - September 2000
Goettl Air Conditioning, Inc October 1995 - August 1999
Goettl Air Conditioning 1995 - 1999
Skills
Global Sourcing, Strategic Sourcing, Lean Manufacturing, Supply Management, Supply Chain, Purchasing, MRP, Inventory Management, Procurement, Continuous Improvement, Forecasting, Supplier Development, Product Development, Contract Negotiation, Kaizen, Warehousing, Program Management, Manufacturing, Supplier Evaluation, Management, Pricing, Negotiation, Contract Management, Supply Chain Management, Logistics, Supplier Negotiation, Materials Management, PPAP, Six Sigma, Automotive, Value Stream Mapping, APQP
Education
University of Phoenix 2001 — 2004
MBA, Supply Chain
University of Phoenix
Masters of Business Administration, Supply Chain and Project Management
Arizona State University 1995 — 2000
BS, Supply Chain
College of DuPage 1990 — 1993
AA, Accounting
Arizona State University
Bachelors of Science, Supply Chain Management
Wells Fargo Bank May 2011 - Present
Convenient Tutoring September 1997 - Present
Gourmet Your Way June 1986 - Present
Wells Fargo Home Mortgage February 2009 - September 2010
Arizona Natural Resources February 2004 - September 2009
West USA Realty March 1999 - September 2009
Deer Valley Unified School District August 1999 - May 2007
Skills
FHA, Loans, Mortgage Banking, Refinance, Residential Mortgages, Public Speaking, Sales, Negotiation, Team Building, Customer Service, Real Estate Transactions, Academic Tutoring, Spanish, English to Spanish, Spanish Teaching, Teaching Reading, Calligraphy, Personal Chef Services, Procedure Creation, Procedure Review, Procedure Development, Corporate Training, Microsoft Office, Microsoft Excel, Microsoft Word, Student Counseling, Team Motivation, Language Teaching, Teaching English as a..., Teaching
Education
Arizona State University 1980 — 1981
BA Elementary Education, Education and Spanish
Brigham Young University 1977 — 1980
I transferred to ASU to complete my senior year..., Education and Spanish
Wells Fargo May 2014 - Present
Wells Fargo Bank June 2011 - Present
Wells Fargo Bank November 2009 - December 2011
Wells Fargo Bank March 2008 - March 2010
Wells Fargo Bank June 2004 - March 2008
CSI Personnel & Impact Solutions June 2003 - June 2004
US Navy June 1996 - June 2001
Skills
Business Intelligence, Data Mining, System Architecture, IT Management, Solution Design, Software Development, Business Process, Mergers, Disaster Recovery, Operating Systems, Virtualization, Integration, Visio, SDLC, Enterprise Architecture, Data Center, ITIL, Business Analysis, Requirements Analysis, Systems Engineering, Linux, Windows, Cloud Computing, IT Strategy, SharePoint, SQL, SQL Server, Team Leadership, Quality Assurance, Analysis, PMP, MS Project, Windows Server, System Administration, Storage, Software Engineering, .NET, Risk Management, Troubleshooting, Change Management, Vendor Management, VMware, Enterprise Software, Databases, Servers, Software Documentation, IT Operations, Microsoft SQL Server
Education
Arizona State University, W. P. Carey School of Business 2009 — 2010
Master's degree, Information Management
DeVry University 2001 — 2004
Bachelor's degree, Computer Information Systems
DeVry University 2001 — 2004
Bachelor's degree, Network and Communications Management
Peritus Commercial Finance LLC September 2008 - Present
Canyon Community Bank January 2007 - June 2008
Capmark Finance / CBRE Capital Markets July 2002 - January 2007
Wells Fargo Bank May 2000 - March 2002
Bank One Corporation June 1989 - May 2000
The JD Group / LKY Development July 1987 - May 1989
American National Bank 1985 - 1986
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Loans, Commercial Real Estate, Brokerage, Microsoft Excel, Commercial Banking, Commercial Mortgages, Financial Analysis
Education
Arizona State University 1983 — 1984
Master of Business Administration (MBA), Business Administration and Management, General
Augustana College 1979 — 1983
Bachelor of Arts (BA), Business Administration and Management, General
Nationstar Mortgage August 2013 - Present
REDC May 2011 - July 2013
Caliber Funding, LLC October 2010 - January 2011
Wells Fargo Bank March 2009 - October 2010
iT Services – Accredited Home Lenders September 2008 - January 2009
HSBC Auto Finance October 2007 - October 2008
Countrywide Home Loans December 2005 - April 2007
Centex Home Equity July 1998 - December 2005
Skills
Mortgage Lending, Loans, Training, Loan Servicing, Real Estate, Management, Banking, Call Centers, Coaching, Finance, Foreclosures, Portfolio Management, Refinance, Sales, Selling, Underwriting, Leadership, FHA
Education
Arizona State University 1996 — 1997
Business
Mesa Community College 1988 — 1991
Business
Edgenuity Inc. February 2012 - Present
AAA NCNU October 2006 - February 2012
Wells Fargo Bank June 2006 - September 2006
Scottsdale Insurance Company 2004 - 2006
Prudential Financial September 2002 - May 2004
Intel August 2001 - August 2002
Rockwell Automation 1996 - 1999
Skills
Quality Assurance, Testing, Requirements Analysis, SDLC, Process Improvement, Compliance, Documentation, Quality Management, Cross-functional Team..., Agile, Risk Management, Business Process, Software Quality..., Business Process..., Software Documentation, Agile Methodologies, Program Management, Integration, Test Planning, Six Sigma, System Testing, Project Management, Software Development, Analysis, Leadership, Management, Training, Test Automation, Strategy, Databases, SQL, Test Cases, Software Project..., Visio, Manual Testing
Education
University of Phoenix 1998 — 1998
Certified Quality Auditor, Process & Compliance
University of Phoenix
Bachelor of Arts In Management, Management & Quality
Arizona State University
Associates in Computer Science
Fashion Design University, Lima Peru
Bachelor of Fashion Design
CORE CHEM SUPPLEMENTS October 2014 - Present
DealerSocket March 2014 - Present
Stems From Love Non-Profit October 2012 - Present
Mori Paredes January 1995 - Present
Wells Fargo Bank November 2008 - October 2013
Fitness Elite for Women February 2006 - October 2008
Sports Rehabilitation January 1993 - January 2006
Skills
Management, Business Development, Sales, Banking, Strategy, Marketing, Training, Business Planning, New Business Development, Strategic Planning, Public Speaking, Financial Analysis, Finance, Small Business, Credit, Marketing Strategy, Loans, Sales Management, Fundraising, Public Relations, Budgets, Social Media Marketing, Insurance, Financial Services, Nonprofits, Events, Team Building, Start-ups, Coaching, Business Strategy, Direct Sales, Portfolio Management, Mergers & Acquisitions, Adult Stem Cells, Leadership, Interviews, Project Management, Fitness Training, Sports Nutrition, Fitness Modeling, Plyometrics, Sports Injuries, Stroke Rehabilitation, Spinal Cord Injury, Weight Loss Coaching
Education
Arizona State University
Sports Medicine with an emphasis in Myotherapy
A.C.E
Health and Fitness Coach
A.C.E
Specialized Personal Trainer
AIM
Diet Nutrition Specialist
AIM
Sports Nutrition Specialist
Wells Fargo Bank May 2008 - Present
Washington Mutual April 1997 - April 2008
Skills
Sales, Refinance, Mortgage Lending, Loans, Investment Properties, FHA, Loan Origination, VA loans, FHA financing, Underwriting, Short Sales, Residential Mortgages
Education
Arizona State University
Bachelor's degree, Finance and Financial Management Services
Yelp July 2011 - Present
C. P. I. Teaching Institute July 2010 - March 2011
Wells Fargo Bank August 2009 - July 2010
Fox 10 News January 2009 - July 2009
Beaver St. Salon November 2006 - August 2008
Skills
Advertising, Salesforce.com, Social Networking, Social Media Marketing, Sales, Online Advertising, Advertising Sales, Email Marketing, Blogging, Teaching, SEM, Digital Marketing, Cold Calling, Facebook, Lead Generation, Management
Education
Arizona State University 2004 — 2008
BA, Human Communications; Business Communications
Wells Fargo Bank June 2010 - Present
National Bank of Arizona January 2005 - June 2010
Leslie's Poolmart, Inc. May 2000 - December 2004
Skills
Negotiation, Financial Statement..., Credit, Financial Analysis, Commercial Banking, Commercial Lending, Loans, Credit Analysis, Small Business Lending, Banking, Portfolio Management, Cash Management, Risk Management, Credit Risk, Finance, CRM, Analysis, Leadership, Management, Financial Risk, Treasury Management, Training, Mergers & Acquisitions
Education
Arizona State University 2006 — 2008
MBA, Business Administration & International Management
University of San Diego 2000 — 2004
Business Administration, Finance, Accounting, and a Minor in History
Loring Ward September 2015 - Present
Loring Ward February 2014 - Present
Loring Ward June 2011 - Present
Wells Fargo Bank November 2008 - May 2011
Alain Pinel Realtors December 2007 - December 2008
Amazing Magic January 2003 - June 2006
Skills
Investment Banking, Real Estate, Public Speaking, Series 7, Investments, Wealth Management, Portfolio Management, Banking, Asset Managment, Insurance, Retirement Planning, Mutual Funds, Financial Advisory, Investment Advisory, Asset Allocation, Strategic Financial..., Credit, Finance, Relationship Management, Entrepreneurship, Series 63, 401k, Investment Strategies, Financial Services, Retirement, ETFs, Wealth Management..., Asset Management, Financial Planning
Education
University of California Extension, Santa Cruz 2012 — 2014
Certificate Program in Personal Financial Planning, Financial Planning and Services
Arizona State University 2001 — 2006
Business, Management
Saratoga High School
Wells Fargo Bank July 1997 - Present
Olin Corporation (Motorola) 1994 - 1996
Skills
Loans, Credit, Credit Analysis, Commercial Banking, Underwriting, Banking, Securities, Mortgage Banking, Risk Management, Risk Assessment, Operational Due...
Education
Arizona State University 1987 — 2004
Liberal Arts & Sciences, Sociology
Buffalo Grove High School 1983 — 1987
Wells Fargo Bank August 1982 - Present
Skills
Financial Services, Leadership, Relationship Management, Mutual Funds, Retirement Planning, 401k, Retirement, Team Leadership, Series 7, Mergers & Acquisitions, Series 63, Wealth Management, Risk Management, Organizational..., Series 6, Management, Leadership Development, Banking
Education
Arizona State University West 1994 — 2001
MBA, Business Management
Arizona State University 1981 — 1991
BS, Finance
LifeLock June 2015 - Present
PayPal July 2011 - June 2015
Wells Fargo Bank March 2009 - July 2011
Wells Fargo December 2007 - March 2009
Costco Wholesale May 2004 - February 2008
Skills
Fluent in Spanish, Microsoft Office, Marketing Communications, Salesforce.com, Advertising, Sales Management, Internet Strategy, Small Business..., Relationship Development, Business Relationship..., Financial Management, Sales, New Business Development, Management, E-commerce, Cold Calling, Direct Sales, Banking, Credit, Lead Generation, Business Development, Customer Service, Customer Retention, Managerial Finance, Strategic Partnerships, Business Strategy, Call Centers, Leadership, Online Advertising, CRM, Account Management
Education
Desert Ridge High School 2003 — 2004
High School Diploma
Arizona State University
Bachelors, Business Administration
Wells Fargo Home Mortgage October 2015 - Present
Self August 2014 - Present
Wells Fargo Bank May 1997 - May 2015
Skills
Loans, Financial Analysis, Credit, Mergers, Banking, Cash Flow, Relationship Management, Loan Origination, Credit Risk, Lines Of Credit, AML, Financial Risk, Credit Analysis, Cash Management, Cross Selling, Treasury Management, Asset Based Lending, Financial Services, Payments, Credit Cards, Retail Banking, Deposits, Operational Risk, Financial Transactions, Banking Relationships, Corporate Finance, Executive Management, Investments, Management, Sales, Customer Service, Mergers
Education
Arizona State University 1987 — 1993
Bachelor of Applied Science (B.A.Sc.), Accounting and Business/Management
WFPF November 2011 - Present
Ford Models September 2009 - Present
ASU Biodesign Institute July 2014 - Present
LA Fitness June 2013 - January 2014
Urban Dynamic Parkour January 2011 - January 2014
Wells Fargo Bank November 2011 - June 2012
Hollister Co. June 2010 - November 2010
Skills
Social Networking, Public Speaking, Parkour, Leadership, Facebook, Social Media, Microsoft Office, Community Outreach, Community Development, Team Leadership, Community Organizing, Time Management, Human Anatomy, Sports Coaching, Personal Training, Sports Nutrition, Program Management, Sports Marketing, Marketing, Social Media Marketing, Entrepreneurship, Advertising, Merchandising, Soccer, Fashion, Video Editing, Photoshop, PowerPoint, Biology, Microbiology, Biological Research, Research
Education
Arizona State University 2010 — 2015
a degree, Biology Current, Senior
Paradise Valley Community College 2012 — 2013
Associate's degree, Physical Sciences, Sophomore
Scottsdale Community College 2011 — 2012
Bachelor of Business Administration (BBA), Communication and Media Studies, Sophomore
Cushman & Wakefield May 2007 - Present
Social Venture Partners Arizona January 2013 - December 2014
Department of Interior, National Business Center December 2005 - May 2007
USDA Forest Service November 2000 - December 2005
Pacific Century Bank 1998 - 2000
Wells Fargo Bank 1996 - 1997
First Interstate Bank of Arizona April 1990 - 1996
Skills
Real Estate, Land, Appraisals, Appraisal, Valuation, Real Estate Development, Real Estate Economics, Real Estate Transactions, Investment Properties, Commercial Real Estate, Property Management, Brokerage, Expert Witness, Disposition, Real Estate Financing, Due Diligence, Asset Management
Education
Arizona State University 1982 — 1985
BS, Business Administration/Real Estate
Arizona State University
Ameriprise Financial Advisors Mediator, Alternative Dispute Resolution specialistCivil Courts2002 - Present
JP Morgan Chase December 2006 - January 2008
Wells Fargo Bank 1995 - 1996
Skills
Triathlon, SwimBikeRun, Financial Planning, Ski Instructor, Typing/Word/Powerpoint/E..., Investments, Insurance, Retirement, Retirement Income..., Retirement Planning, Securities, Estate Planning, Wealth Management, Small Business, Asset, Wealth, Licensing, Tax, Portfolio Management, Asset Management, Planning, Funding, Series 7, Mutual Funds, Financial Advisory, Risk, Investment Advisory, Saving for Education, Protection, 401k, Economics, Long Term Care, Customer Relations, Health, Mortgage, Risk Management, Research, Banking, Annuities, Asset Allocation, Credit, LLC, Budgeting, Savings, Equities, Money, Accounting, Loans, Investors, Trading
Education
Arizona State University
BA, Russian, Business, Psychology
College for Financial Planning
CRPC, Chartered Retirement Planning Counselor
LaGuardia HS of the Arts
University of Phoenix
MBA, Global Business Management and Leadership
Wells Fargo Bank April 2010 - Present
Rowland Company September 2007 - August 2008
Montalbano Homes May 2004 - August 2007
Lennar Homes April 2003 - August 2003
KPMG Consulting / Bearing Point May 2000 - August 2001
Skills
Credit Analysis, Loans, Financial Analysis, Commercial Lending, Credit, Commercial Banking, Small Business Lending, Banking, Underwriting, Lines Of Credit, Credit Risk, Financial Modeling, Risk Management, Mergers & Acquisitions, Finance
Education
Keller Graduate School of Management 2008 — 2010
MBA, Accounting
Arizona State University 2002 — 2004
Master’s Degree, Construction Management
Brigham Young University 1994 — 2000
Bachelor’s Degree, Economics
Wells Fargo Bank May 2010 - Present
Wells Fargo Bank March 2007 - Present
Scottsdale Community College 2006 - 2007
TopLine Strategies 2005 - 2007
SalesLogix 2000 - 2005
University of Advancing Technology 1998 - 2000
Skills
JavaScript, HTML, CSS, SQL, SQL Server, .NET, XML, C#, SDLC, ASP.NET, Risk Management, Access, Architecture, Microsoft Office, Windows, Databases, Team Leadership, Data Analysis, Excel, Visio, PowerPoint, Outlook, Word, Programming, SOA, Application Development, SharePoint
Education
Arizona State University 1993 — 1998
United First Financial 2007 - Present
Wells Fargo Bank June 2003 - April 2008
Citibank 1986 - 2004
AXA Advisors 1994 - 2003
Great Western Bank 1977 - 1986
Education
Arizona State University - W. P. Carey School of Business 1975 — 1977
B.S. Biz Admin, Finance
Wells Fargo Bank April 2001 - Present
The Associates 1999 - 2001
Associates Home Equity Service 1997 - 1999
EDS 1993 - 1995
Education
University of Phoenix 2001 — 2003
BSB/e-B, Bachelor of Science in Business and e-Business
Arizona State University 1991 — 1993
Music Education
EchoStar Corporation June 2011 - Present
Wells Fargo Bank July 2006 - January 2008
Skills
Cross-functional Team..., Project Management, CRM, Management, Sales, Leadership, Account Management, Training, Customer Satisfaction, Customer Support, Project Planning, Budget Forecasts, Product Forecasting, International Project..., Communication Skills, Market Research
Education
Thunderbird School of Global Management 2008 — 2009
MBA, Global Management
Arizona State University 2000 — 2004
Bachelor of Arts, EconomicsAugust 2004; Areas; International Business and Economics
Northrim Bank February 2013 - Present
University of Alaska Fairbanks January 2012 - Present
Wells Fargo Bank September 2007 - February 2013
KeyBank March 2005 - September 2007
American Express January 2000 - March 2007
Skills
Relationship Management, Sales Management, Financial Analysis, Underwriting, Marketing, Training, Mentoring, Client Development, Banking, Credit, Customer Service, Finance, Loans, Management, Mortgage Lending, Networking, Portfolio Management, Public Speaking, Retail, Risk Management, Sales, Strategic Planning
Education
Arizona State University 1997 — 1999
Masters of Science, Management Information Systems, General
WP Carey School of Business 1997 — 1999
Master of Business Administration (M.B.A.), Business Administration and Management, General
Lathrop High 1984 — 1988
Fairway Independent Mortgage Corporation June 2015 - Present
Wellsfargo Home Mortgage December 2013 - June 2015
Nova Home Loans March 2011 - December 2013
Wells Fargo Bank April 2003 - March 2011
Skills
FHA, Mortgage Lending, Mortgage Banking, Refinance, Loan Origination, Residential Mortgages, Loans, Credit, Rates, USDA, Investments, Investment Properties, VA loans, Underwriting, Certified Mortgage..., Down Payment Assistance, First Time Home Buyers, Short Sales, FHA financing, Government Loans, Reverse Mortgages, Construction Loans, Real Estate Financing, Foreclosures, Mortgage Underwriting, Home Equity Loans, Mortgage Marketing, FHA Financing, VA Loans
Education
Scottdale School of Real estate 2010 — 2012
Marketing Real estate
Arizona State University 2003 — 2007
Finance, General
Bank of the West, BNP Paribas June 2011 - Present
Wells Fargo Bank October 2006 - June 2011
Orange County Teacher's Federal Credit Union May 2004 - October 2006
Global Exchange Vacation Club August 2002 - May 2004
Skills
Talent Acquisition, Interviewing, Banking, Sourcing, Negotiating Offers, HR Consulting, Social Media, Negotiation, Financial Services, Benefits Negotiation, Credit Analysis, Interviews, Loans, Relationship Management, Human Resources, Recruiting, Leadership, Management, Mortgage Lending, Finance, Team Building, Portfolio Management, Commercial Banking, College Recruiting, New Business Development, Business Development, Small Business Lending, Cross Selling, Commercial Lending, Risk Management, Retail Banking, Executive Management, Cash Management, Underwriting, Consumer Lending, Lines Of Credit, Credit Cards, Loan Origination, Credit Risk, Mortgage Banking, Investments, Wealth Management
Education
Arizona State University
Bachelor of Science (B.S.), Communication
Golden West College
General Education
Rancho Alamitos High School
High School Diploma
Merlone Geier Partners October 2014 - Present
Wells Fargo Bank May 2006 - September 2014
BBVA Compass April 2002 - April 2006
Skills
Portfolio Management, Loans, Credit, Financial Structuring, Real Estate, Mergers & Acquisitions, Banking, Investment Properties, Financial Analysis, Finance
Education
Arizona State University 1994 — 1998
BS, Finance
JPMorgan Chase January 2012 - May 2014
Wells Fargo Bank January 2011 - June 2011
Apria Healthcare November 2010 - January 2011
Shell Vacations Hospitality 2011 - 2011
A New Leaf September 2008 - August 2010
AECOM June 2006 - June 2008
Philips Semiconductor 2004 - 2005
ConocoPhillips December 2001 - March 2003
ConocoPhillips February 1998 - December 2001
Skills
self motivation, teamwork, detail oriented, Teamwork, Accounts Receivable, Accounts Payable, Invoicing, Account Reconciliation, Accounting, Leadership, Microsoft Excel, Microsoft Office, Analysis, Spreadsheets, Software Documentation, General Ledger, Management, Customer Service
Education
University of Phoenix 2011 — 2013
MBA, Marketing
Arizona State University 2003 — 2006
B of A, Fine Arts - Photograhy
MullinTBG November 2012 - Present
Wells Fargo Bank April 2006 - November 2012
Skills
Securities, Insurance, Sales, Investments, Home Equity, Financial Analysis, Customer Service, Credit, Management, Loans, Banking, Microsoft Excel, Account Management, Leadership, Asset Management, Non-Qualified Deferred..., Series 6, Series 63, Financial Services
Education
Arizona State University 2004 — 2008
Interdisciplinary Studies, Business and Communications
Thermo Fisher Scientific (Life Technologies) August 2014 - Present
Thermo Fisher Scientific February 2014 - Present
Life Technologies January 2010 - February 2014
Life Technologies January 2010 - February 2012
Wells Fargo Bank January 2006 - January 2009
Skills
Biotechnology, CRM, Strategy, Sales, Business Intelligence, Customer Service, Marketing, Marketing Strategy, Business Development, Microsoft Excel, Negotiation, Cold Calling, Microsoft Office, New Business Development, PowerPoint, Cognos, Microsoft Office 2007, Cross-functional..., Salesforce.com, Pricing, Infectious Diseases, Sales Management, Market Research, Medical Devices, Account Management, Leadership, Laboratory, Start-ups, Product Development, Product Launch, Laboratory Automation, Forecasting, Online Advertising, Online Marketing, Molecular Diagnostics
Education
Arizona State University 2004 — 2009
BA, Molecular Biosciences and Biotechnology
JP Morgan Chase December 2010 - Present
BBVA Compass December 2010 - Present
Entravision Communications October 2007 - March 2008
Wells Fargo Bank December 2000 - September 2007
Skills
B2B, New Business Development, Sales Management, Loans, Mortgage Lending, Team Building, Sales, Social Media Marketing, Marketing Strategy, Consumer Lending, Mortgage Banking, Small Business Lending, Cold Calling, Cross Selling, Account Management, Advertising, Customer Service, Credit, Loan Origination, Commercial Banking
Education
University of Phoenix 2004 — 2006
MBA, Business Admin
Arizona State University 1995 — 1999
JS Fitness LLC 2014 - Present
Fitness Together Rochester Michigan June 2012 - February 2013
The TJX Companies, Inc. August 2010 - May 2012
Wells Fargo Bank June 2002 - May 2004
Skills
Personal Training, Customer Service, Human Resources, Great Attention to..., Ability to Multi-Task, Sales, Marketing, Office Administration, Highly Developed..., Self-Motivated to..., Certified with the..., Kettlebell Certified, Suspension Certified, CPR Certified, AED Certified, Coaching, Researching, Communication, Leadership, Training
Education
National Personal Training Institute Rochester Hills Michigan
Diploma, Personal Training, A
Arizona State University
Bachelor's Degree, Communications, A
Madison Area Technical College 1986 — 1988
Associate's Degree, Marketing, A
Wells Fargo Bank November 2005 - Present
Skills
Banking, Credit, Customer Service, Loans, Retail Banking, Commercial Banking, Sales, PowerPoint, Analysis, Financial Analysis, Marketing Strategy, Project Management, Microsoft Excel, Team Building
Education
Arizona State University 2001 — 2005
Bachelor's degree, Marketing
Durango Party Rental September 2012 - Present
Wells Fargo Bank January 2011 - February 2012
College Baseball Advisors May 2011 - September 2011
New York Pizza Department June 2008 - November 2009
Skills
Microsoft Office, American Sign Language, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Research, Social Media, English, Editing, Spanish, Event Planning, Strategic Planning, Project Management, Public Relations, Team Building, Outlook, Coordinating Events, Event Management, Events Coordination, Writing, Program Management
Education
Arizona State University 2009 — 2012
Bachelor of Arts (BA), Interpersonal Communication
Arizona State University Hugh Downs School of Communication 2008 — 2012
BA, Communication
Northern Arizona University 2005 — 2008
Studied for BA, Journalism
Wells Fargo Bank August 2005 - Present
Gallup Organization 2007 - 2008
Wells Fargo September 2002 - August 2005
Chiropractic Benefits Services, Inc. January 2003 - June 2003
Wells Fargo February 2000 - September 2002
Wells Fargo November 1996 - January 2000
Skills
Instructional Design, Project Management, Learning Strategies, Management Consulting, Research, Qualitative Research, Health, Leadership Development, Learning Styles, Organizational..., Leadership, Executive Coaching, Organizational Design, Blended Learning, Organizational..., Workshop Facilitation, Change Management
Education
2009, Marshall Goldsmith School of Management, Alliant International University 2005 — 2009
Ph.D, Industrial-Organizational Psychology
2005, Marshall Goldsmith School of Management, Alliant International University 2002 — 2005
M.S, Industrial-Organizational Psychology
Arizona State University 1996 — 2000
B.S, Psychology
Valley Physical Therapy July 2015 - Present
Sierra National Corporation August 2013 - June 2015
Wells Fargo Bank March 2002 - August 2013
Skills
Loans, Banking, Credit, Commercial Banking, Consumer Lending, Mortgage Lending, Financial Services, Wealth Management, Retirement Planning, Strategic Financial..., Financial Advisory, Mutual Funds, Portfolio Management, Customer Service, Finance, Leadership, Management, Microsoft Office, Retail Banking, Cross Selling
Education
Arizona State University 1982 — 1986
Liberal Arts, Fashion Merchandising/Music Minor
ISSPRO, Inc. January 2011 - Present
Cmedia Services LLC March 2008 - December 2009
American Golf Company December 2005 - March 2008
Cascade Utilities/Day Wireless January 2000 - December 2005
Wells Fargo Bank August 1999 - December 1999
Education
Arizona State University 1997 — 1999
Bachelor of Science, Finance
Point Advertising, A Division of The Lead Group June 2015 - Present
The Lead Group May 2014 - June 2015
LeadPile May 2007 - May 2014
Ameriquest Mortgage Company August 2003 - May 2007
Sentry Insurance August 2000 - August 2003
Wells Fargo Bank August 1997 - August 2000
Skills
CPL, Advertising, Lead Generation, Business Development, B2B, Affiliate Marketing, SEM, Online Advertising, CRM, Sales, Leadership, Google Analytics, Digital Marketing, Marketing, Social Media, Account Management, Google Adwords, Digital Strategy, Web Marketing, Strategic Partnerships, Online Marketing, Direct Marketing, Strategy, Analytics, E-commerce, Management, Email Marketing, Social Media Marketing, Interactive Marketing, PPC, Executive Management, Online Lead Generation, Affiliate Management, Media Buying, Mobile Marketing, Digital Media, Marketing Strategy, SEO, Start-ups, Web Analytics, Conversion Optimization, Entrepreneurship, Training, Advertising Sales, Customer Acquisition, Landing Page..., Mobile Advertising, Ad Networks, Search Advertising, Display Advertising
Education
University of Phoenix 1998 — 2000
BA, Business Management
Arizona State University 1996 — 1998
Psychology
Wells Fargo June 2014 - Present
ACFE July 2009 - Present
Wells Fargo January 2010 - June 2014
Wells Fargo August 2008 - January 2010
Wells Fargo June 2006 - August 2008
Wells Fargo May 2004 - June 2006
Wells Fargo Bank January 2002 - May 2004
Arizona State Credit Union June 1998 - January 2002
Skills
Risk Assessment, Business Process Mapping, Data Analysis, Underwriting, Loan Origination, Fraud, Loans, Credit, Credit Risk, Banking, Mortgage Lending, Credit Analysis, Analysis, AML, Business Analysis, Financial Risk, Strategy, Risk Management, Process Improvement, Financial Analysis, Consumer Lending, Operational Risk, Analytics, Financial Services, Operational Risk..., Retail Banking, Relationship Management, Management, Leadership, Mortgage Banking
Education
Arizona State University 1991 — 1996
BS, Geography
Deer Valley High School 1988 — 1991
Diploma, Basic Studies
Masimo May 2015 - Present
Enterprise Rent-A-Car October 2010 - February 2015
Job Brokers Inc. May 2010 - October 2010
BestIT May 2009 - April 2010
Wells Fargo Bank September 2008 - April 2009
Princeston Resorts Group June 2006 - May 2008
Merrill Lynch February 2007 - December 2007
Skills
Account Management, Technical Recruiting, Business Relationship..., Business Development, Marketing, Sales Management, Leadership, Interviews, Team Building, Sourcing, Strategic Planning, Relationship Building, Business to Business..., Customer Service, Cold Calling, Sales
Education
Arizona State University 2002 — 2007
Bachelor of Arts, Communications
Vanguard November 2013 - Present
Vanguard April 2012 - November 2013
The Vanguard Group March 2011 - April 2012
Wells Fargo Bank December 2009 - March 2011
Coghlan Financial Group June 2009 - October 2009
Keller Williams Realty October 2006 - August 2008
Skills
Technical Analysis, Fundamental Analysis, Equity Trading, Market Research, Margin Analysis, Options Strategies, Business Valuation, Financial Forecasting, Finance, Financial Analysis, Mutual Funds, Analysis, Management, Leadership, Equities, PowerPoint, Microsoft Excel
Education
Arizona State University 2015 — 2017
Master of Business Administration (MBA), Finance
San Diego State University 2007 — 2009
Bachelor of Science (B.S.), Business Finance
West Valley College
Associate's degree, Business Administration and Management, General
U.S. Department of Veterans Affairs February 2014 - Present
Self/freelance August 2012 - Present
University of Florida August 2008 - August 2013
University of Florida January 2012 - May 2012
Wells Fargo Bank January 2005 - April 2007
Skills
Statistics, Data Analysis, Research, Social Psychology, SPSS, Teaching, Research Design, Science, Tutoring, University Teaching, Self Defense, Higher Education
Education
University of Florida 2008 — 2013
Doctor of Philosophy (Ph.D.), Social Psychology
University of Florida 2008 — 2010
M.S., Social Psychology
Arizona State University 2004 — 2008
B.S., Psychology
Wells Fargo January 2015 - Present
Wells Fargo bank August 2009 - Present
Bank of America July 2006 - August 2009
CitiFinancial Mortgage January 2003 - June 2006
JPMorgan Chase November 1998 - January 2003
Skills
Credit, Banking, Finance, Loans, Mortgage Lending, Portfolio Management, Management, Loss Mitigation, Analysis, Credit Analysis, Financial Services
Education
Arizona State University 1997 — 2001
Bachelor of Fine Arts (BFA), Fine/Studio Arts, General, 3.76
Arizona State University 1997 — 2001
BFA, Intermedia/Multimedia
Mesa Community College December 2014 - Present
Chandler Gilbert Community College January 2013 - December 2014
Mesa Community College February 2006 - January 2013
Starbucks November 1997 - May 2000
Wells Fargo Bank April 1992 - December 1999
Wells Fargo Bank November 1997 - December 1998
Wells Fargo Bank April 1992 - November 1997
Skills
Teamwork, Innovation, PeopleSoft, People-oriented, Friendly Personality, Strategic Planning, Organization, Customer Service, Microsoft Word, Human Resources, Management, Higher Education, Research, Microsoft Office, Community Outreach, Student Affairs, Program Development, Adult Education, Curriculum Development
Education
Arizona State University 2012 — 2014
Bachelor's degree, Design Studies/Design Management, Art History Minor
Mesa Community College
Associate of Arts (AA), Fine/Studio Arts, General
Wells Fargo Bank AVP/Senior Commercial AppraiserWells Fargo RETECHSAugust 2005 - Present
Education
Arizona State University
Bachelor of Science (BS), Real Estate
KaVo Dental April 2014 - Present
Great American Merchandise and Events July 2012 - April 2014
Alpha West Marketing Group October 2008 - June 2012
Morgan Capital of Arizona October 2006 - May 2007
Wells Fargo Bank August 2005 - October 2006
Wells Fargo Bank August 2002 - August 2005
Skills
Direct Sales, Business Development, Territory Management, Channel Sales, Sales Operations, Leadership, Sales, Sales Management, Customer Service, Cold Calling, Account Management, New Business Development, Selling, B2B, Management, Team Building
Education
Arizona State University 2006 — 2008
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Arizona State University
BS, Business, Management, Marketing, and Related Support Services
U.S. Census Bureau September 2015 - Present
Phoenix IDA April 2011 - March 2015
Office of the Auditor General of Arizona September 1997 - March 2011
Self-Employed March 1997 - August 1997
Wells Fargo Bank February 1996 - February 1997
First Interstate Bank of Arizona September 1993 - January 1996
Skills
Performance Auditing, Policy, Government, Nonprofits, Program Management, Community Development, Policy Analysis, Economic Development, Leadership, Public Speaking, Public Policy, Auditing, Non-profits, Program Development, Analysis, Internal Controls, Proposal Writing, Community Outreach
Education
University of California, Berkeley 1991 — 1993
Master of Public Policy, Public Policy
Stanford University 1983 — 1987
A.B., Economics
Arizona State University
Undergraduate Studies
McClintock High School Tempe AZ
United Airlines August 2014 - Present
United Airlines November 2011 - August 2014
Wells Fargo Bank November 2008 - November 2009
Wells Fargo Bank July 2006 - November 2008
Skills
Team Building, Customer Service, Coaching, Analysis, Project Management, Time Management, Supply Chain, Continuous Improvement, Process Improvement, Leadership, Microsoft Excel, Microsoft Office, Operations Management, Strategic Planning, Outlook
Education
Arizona State University, W. P. Carey School of Business 2004 — 2010
Bachelor of Science (B.S.), Finance
LivingSocial December 2013 - Present
LivingSocial Entertainment December 2012 - November 2013
LivingSocial Adventure Tours May 2012 - December 2012
LivingSocial Adventures October 2011 - May 2012
LivingSocial Adventures March 2011 - October 2011
Turner Insurance Group LLC December 2008 - March 2011
Bonneville International Phoenix November 2006 - November 2008
CBS Radio, Inc May 2005 - November 2006
Wells Fargo Bank December 2003 - April 2005
Skills
Prospecting for New..., Warm Calling, Pitching companies..., Contract Negotiation, Relationship Management..., Creating new revenue..., Sales Management..., Salesforce.com, Digital Marketing, Business Development, Sales, Entrepreneurship, Social Media Marketing, Marketing, Advertising, Sales Management, Online Marketing
Education
Arizona State University - W. P. Carey School of Business 2000 — 2004
BS, Marketing
PwC April 2015 - Present
PwC May 2013 - April 2015
Bank of America March 2013 - May 2013
Bank of America January 2012 - May 2013
Bank of America August 2011 - December 2011
Bank of America October 2009 - July 2011
Bank of America June 2008 - June 2009
Teachers College, Columbia University January 2008 - May 2009
Bank of America 2009 - 2009
Wells Fargo Bank 1999 - 2006
Skills
Training, Change Management, Risk Management, Management, Analysis, Cross-functional Team..., Banking, Budgets, Nonprofits, Finance, Onboarding, Policy, E-Learning, Business Intelligence, Microsoft Excel, Employee Benefits, Management Consulting, Performance Management, Organizational..., Leadership Development, Program Management, Strategy, Business Process..., Process Improvement, Organizational..., Leadership
Education
Columbia University in the City of New York 2007 — 2009
Masters, Social Organizational Psychology
Teachers College of Columbia University 2007 — 2009
Master of Arts (MA), Social Organizational Psychology
Arizona State University 2004 — 2006
Interdisciplinary, Business and Psychology, Summa Cum Laude
DaVita Kidney Care March 2015 - Present
DaVita May 2013 - March 2015
DaVita May 2010 - May 2013
Wells Fargo Bank December 2009 - May 2010
Wells Fargo June 2005 - December 2009
U-Haul International, Inc. August 2003 - June 2005
U-Haul Self-Storage Affiliate Network June 2002 - August 2003
U-Haul International, Inc. 2000 - 2002
Skills
Leadership, Business Analysis, Management, Project Management, Process Improvement, Strategy, Business Requirements, Strategic Planning, Financial Analysis, Public Speaking, Organizational..., Analysis, Change Management, Software Project..., Business Intelligence, Healthcare Management, Statistical Modeling, Survey Design, ICD-9, ICD-10, Program Management, Data Mining, Operations Management, Healthcare Information..., Business Development, Recruiting
Education
Arizona State University, W. P. Carey School of Business 2008 — 2010
MBA, Business
Arizona State University 1998 — 2000
Bachelor of Science (B.S.), Justice Studies
Lake Havasu High School
US Tech Solutions April 2015 - Present
K12 September 2011 - June 2014
Akamai Technologies September 2005 - April 2011
America Online January 2002 - June 2004
Akamai Technologies December 2000 - October 2001
Wells Fargo Bank August 1997 - December 2000
Accenture July 1995 - July 1997
Skills
Business Analysis, Testing, Management, Quality Assurance, Web Applications, Business Process, Architecture, Professional Services, Product Management
Education
Arizona State University 1990 — 1995
Bachelor of Science (B.S.), Industrial Engineering
Bauerfeind USA February 2012 - Present
Wells Fargo Bank October 2009 - April 2011
Jobing.com September 2007 - March 2009
University of Wisconsin December 2005 - August 2007
Gammage Theatre September 2002 - June 2005
Skills
Sales, Leadership, Management
Education
University of Wisconsin-Milwaukee
Bachelor of Business Administration, Marketing
American Institute of Foreign
art; political history, language and film
Arizona State University
Certificate, International Business
University of Wisconsin-Milwaukee - Lubar School of Business
Charles Schwab June 2012 - December 2014
Han R. Christy D.D.S., P.C. February 2008 - June 2012
Wells Fargo Bank August 2006 - February 2008
Skills
Hold Series 7, Hold Series 66, Qualified Retirement..., Retirement Planning, Investment Advisory, Team Management, Employee Training
Education
Arizona State University 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Northwest Christian High School 2002 — 2006
Diploma
Medtronic April 2015 - Present
Pacific ATM Partners February 2009 - Present
Boston Scientific April 2013 - April 2015
Biotronik, Inc July 2012 - November 2012
Three Rivers Provider Network September 2009 - March 2011
Wells Fargo Home Mortgage March 2006 - August 2008
Wells Fargo Bank August 2004 - March 2006
Wells Fargo Bank August 2003 - August 2004
Skills
Compliance, Funding, Referrals, Accounts Receivable, Direct Sales, Customer Service, Customer Retention, Work Under Pressure, Team Oriented, Team Leadership, Banking, Credit Analysis, Market Development, Medical Devices, Product Launch, Sales, Teamwork, Training
Education
Arizona State University 2001 — 2005
Bachelor of Science, International Business Marketing
Horizon High School 1998 — 2001
College of William & Mary October 2005 - Present
College of William and Mary November 2001 - October 2005
Wells Fargo Bank 1999 - 2001
Arizona State University 1996 - 1999
Skills
Budgeting, Event Management, Policy, Excel, Educational..., Budgets, Microsoft Excel, Financial Modeling, Program Management, Program Development, Data Analysis, Curriculum Design, Research, Management, Analysis, Public Speaking, Time Management, Career Counseling, Leadership, Strategic Planning, Microsoft Office, Event Planning, Higher Education, PowerPoint
Education
The College of William and Mary 2012 — 2014
Master's Degree, Education Policy Planning and Leadership
Arizona State University 1994 — 1999
BA, Sociology
Wells Fargo Bank July 2000 - Present
Skills
Asset Based Lending, Commercial Banking, Underwriting, Portfolio Management, Credit Risk, Banking, Credit Analysis, Credit, Loan Origination, Integrity, Valuation, Commercial Mortgages, Small Business Lending, Relationship Management, Loans, Mortgage Lending, Consumer Lending, Financial Structuring, Treasury Management, Middle Market, Finance, Commercial Lending, Structured Finance
Education
Arizona State University
BS, Management
Loyola Marymount University
MBA, Finance
University of Phoenix June 2012 - Present
Wallace Metal Art February 2012 - June 2012
Wells Fargo Bank December 2006 - February 2012
Alternative Animal Rites, Inc June 1994 - July 2010
Bank of America November 2001 - December 2006
Bank of America August 1997 - October 2001
Bank of America January 1995 - July 1997
Skills
Operations Management, Mortgage Lending, Loss Mitigation, Small Business, Cash Handling, Cash Flow Forecasting, Business Management, Business Continuity, Six Sigma, Lean Manufacturing, Workflow, MIS Reporting, Coaching, Training & Development, Mentoring, Procedure Development, Call Center, Virtual Teams, Team Management, Daily Operations, Customer Service, Customer Acquisition, Payroll Processing, Payment Processing, Development Planning, User Acceptance Testing, Environmental Testing, BDD, SOW, Banking, Microsoft Office, Workforce Management, Process Improvement, Operational Efficiency, Hiring, Team Building, Business Process..., Capacity Planning, Mortgage Banking
Education
University of Phoenix 2013 — 2015
Master of Science (MS), Criminal Justice and Administration, 4.0
Arizona State University 1995 — 1999
Interdisciplinary Studies, Business Management & Political Science
Wells Fargo Bank September 2010 - Present
CMB Capital May 2001 - August 2010
Skills
Commercial Lending, Real Estate, Refinance, Commercial Banking, Loans, Loan Origination, Credit, Mortgage Lending, Underwriting, Credit Analysis, Commercial Mortgages, Finance, Mortgage Banking, Residential Mortgages, Commercial Real Estate
Education
Arizona State University - W. P. Carey School of Business 1983 — 1985
Wells Fargo 2014 - Present
Wells Fargo Bank 2005 - 2014
ON Semiconductor 1999 - 2005
ON Semiconductor 1999 - 2005
ON Semiconductor 1999 - 2001
Skills
Process Improvement, Cross-functional Team..., Vendor Management, Supply Chain Management, Six Sigma, Program Management, PMP, Strategic Sourcing, Business Process..., Process Engineering, Project Management, Supply Chain, Supply Management, Business Analysis, Change Management, ERP, Visio, Integration, Procurement, MS Project, Management, Leadership, PMO, SDLC, Budgets, Project Portfolio..., Training, Testing, Oracle, Business Process, IT Management, Business Intelligence, Microsoft Project
Education
Project Management Institute 2008 — 2009
PMP, Project Managment Professional Certification
Arizona State University - W. P. Carey School of Business 2002 — 2003
Certification, IT Project Management
Arizona State University West 1999 — 2001
MBA, E Business and International Management
Arizona State University 1995 — 1999
Bachelor Of Science, Supply Chain Management
Wells Fargo Bank March 2002 - Present
JPMorgan Chase November 1996 - February 2002
Education
Arizona State University 1988 — 1993
Bachelor's degree, Justice Studies
CalTech September 2014 - Present
Crown Data Solutions LLC February 2011 - September 2014
Multichem February 2007 - February 2011
Wells Fargo Bank March 2003 - February 2007
Capgemini (Formerly Cap Gemini Ernst & Young) 2000 - 2002
Skills
Business Analysis, Data Migration, SDLC, Visio, Microsoft SQL Server, Business Intelligence, DB2, Data Warehousing, Business Requirements, SSRS, ETL, Requirements Analysis, Teradata, SQL, Data Modeling, SharePoint, Database Design, Requirements Gathering, Microsoft Reporting..., SSIS, Windows Azure, T-SQL, Software Project..., Process Improvement, Business Process, Enterprise Architecture, Software Development, Oracle, MS Project, PMP, Informatica, Agile Methodologies, ITIL, Integration, .NET, Systems Analysis, Performance Tuning, IT Management, Cognos, Business Objects, Databases, COBOL, Data Analysis, IT Strategy, Business Process..., Disaster Recovery, Vendor Management, Testing, ERP, PL/SQL
Education
Arizona State University, W. P. Carey School of Business 2004 — 2006
Master of Business Administration (M.B.A.), Business Administration and Management, General
Arizona State University, W. P. Carey School of Business 1998 — 2000
BSBA, Information Systems
Wells Fargo Bank November 2005 - Present
FINOVA Capital Corporation March 1993 - December 2003
Skills
Financial Analysis, Commercial Lending, Cash Management, Asset Based Lending, Credit, Financial Services, Accounting, Banking, Loans, Management, Process Improvement, Auditing, Commercial Banking
Education
Arizona State University, W. P. Carey School of Business 1988 — 1991
Bachelor's degree, Accounting
EduPrize High School - EduPrize Schools July 2010 - June 2014
Trailside Point Elementary School July 2009 - June 2010
M&I Bank March 2007 - June 2008
Wells Fargo Bank March 2001 - March 2007
Skills
Public Speaking, Microsoft Office, Teaching, Customer Service, Coaching, Management, Human Resources, Recruiting, Training, Fundraising, Leadership, Curriculum Development, Team Building
Education
Arizona State University 2009 — 2011
Masters in Curriculum and Instruction, Secondary Education
University of Nevada-Reno 2000 — 2005
Bachelor of Arts, Secondary Education: Social Studies/Language Arts
Lowry High School
Wells Fargo August 2015 - Present
Mutual of Omaha Bank July 2012 - August 2015
Wells Fargo Bank April 2010 - July 2012
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Underwriting, Credit, Financial Analysis, Financial Modeling, Cash Flow Lending, Banking, Finance, Relationship Management, Portfolio Management, Financial Services, Loans, Commercial Mortgages, Small Business Lending, Treasury Management, Lines Of Credit, Loan Origination, Mortgage Lending, Commercial Real Estate, Real Estate Financing, Credit Risk, Risk Management, Construction Loans, Real Estate
Education
Arizona State University, W. P. Carey School of Business 2009 — 2011
MBA, International Business and Finance
Arizona State University 2005 — 2006
BIS, Business and Communication
Wells Fargo Bank August 2013 - Present
J.P. Morgan April 2012 - July 2013
Wells Fargo October 2010 - April 2012
Wells Fargo Bank July 2007 - October 2010
Wells Fargo Bank July 2005 - July 2007
Wells Fargo Bank October 1999 - July 2005
Skills
Banking, Portfolio Management, Financial Analysis, Credit, Underwriting, Credit Analysis, Commercial Lending, Relationship Management, Loans, Commercial Mortgages, Small Business Lending, Credit Risk, Mortgage Lending, Commercial Banking, Finance
Education
Arizona State University, W. P. Carey School of Business 2008 — 2009
MBA, Finance
Arizona State University
Global Leadership & Management, Business Management, emphasis in Finance
Wells Fargo Bank July 2014 - Present
Wells Fargo Bank February 2011 - Present
Wells Fargo Bank February 2006 - February 2011
Washington Mutual Bank January 2001 - December 2005
Bank One January 1999 - December 2000
Education
Arizona State University - W. P. Carey School of Business 2007 — 2008
Masters of Business Administration, Finance Concentration
Synchrony Financial - Formally, GE Capital Retail Finance December 2005 - Present
Fifth Third Bank 1996 - 2005
Wells Fargo Bank 1994 - 1996
First Interstate Bank 1985 - 1994
Skills
Credit, Banking, Risk Management, Financial Risk, Credit Analysis, Loans, Portfolio Management, Underwriting, Loan Origination, Management, Credit Cards, Credit Risk, Leadership, Consumer Lending, Commercial Lending, Credit Scoring, Strategy, Operational Risk, Financial Services, Risk Analytics, Retail Banking, Operational Risk..., Relationship Management
Education
Arizona State University 1979 — 1984
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo Bank April 2010 - Present
ON Semiconductor September 2000 - April 2010
Motorola June 1997 - September 2000
Skills
Procurement, Sourcing, Strategic Sourcing, Supply Chain, Supply Management, Cross-functional Team..., Management, Project Management, System Deployment, Business Process Design, Change Management, Communication Skills, Program Management, Senior Stakeholder..., Budget Forecasts
Education
Arizona State University 1991 — 1997
B.S., Supply Chain Management, Marketing
Bank of America February 2007 - Present
Wells Fargo Bank June 2006 - February 2007
Wells Fargo Bank January 2006 - June 2006
Wells Fargo Bank June 2004 - December 2005
Wells Fargo Bank March 2003 - May 2004
Talent Tree November 2002 - February 2003
Arizona State University January 2002 - November 2002
Skills
Risk Management, Quality Assurance, Change Management, Business Analysis, Six Sigma, Teamwork, Call Center, Credit, Banking, Leadership, Visio, Vendor Management, Training, Analysis, MS Project, Outlook, Call Centers, Disaster Recovery, Troubleshooting, Software Documentation, Project Management, Operations Management, Management
Education
Arizona State University 1998 — 2002
Bachelor of Arts, Communications and Business
SMS Systems Maintenance Services December 2014 - Present
HCL Technologies July 2012 - December 2014
Akamai Technologies May 2010 - July 2012
Wells Fargo Bank October 2007 - January 2010
Wells Fargo Bank October 2005 - October 2007
Skills
Microsoft Office, Process Improvement, Project Management, Vendor Management, Customer Service, Data Center, Team Leadership, Risk Management, Visio, Strategic Planning, Data Center Relocation, IT Management
Education
Arizona State University 2000 — 2005
B.A. Psychology, Psychology
Wells Fargo Bank November 2005 - Present
American Express 2000 - 2002
Education
Arizona State University
Wells Fargo July 2005 - Present
Wells Fargo Bank August 2006 - May 2008
Wells Fargo Bank June 2004 - August 2006
Education
Arizona State University 2002 — 2006
Wells Fargo Bank January 2008 - June 2008
Wells Fargo Bank July 2002 - January 2008
OpenTable February 2000 - June 2001
Education
Arizona State University 1992 — 1998
Bachelor of Science, Justice Studies
Wells Fargo Bank 1997 - Present
Wells Fargo 2004 - January 2013
Skills
Banking, Loans, Credit, Risk Management, Process Improvement, Mortgage Lending, Credit Analysis, Consumer Lending, Leadership, Coaching, Loan Origination, Financial Analysis, Mortgage Banking, Loss Mitigation, Business Process..., Commercial Lending, Home Equity, Underwriting, Credit Risk
Education
Arizona State University 1996 — 2000
Bachelor of Science (B.S.), Exercise Science and Physical Education
Wells Fargo Bank August 2002 - Present
M&I Bank December 1997 - March 2002
Skills
401k, ERISA, Retirement Planning, Retirement, Mutual Funds, Defined Benefit, Pensions, Investment Advisory, Qualified Retirement..., Wealth Management, Investment Strategies, Investment Management, Series 7, Financial Services, Investments, Portfolio Management, Financial Analysis, Management, Asset Allocation, Employee Benefits, Finance, Relationship Management, Financial Planning, Risk Management
Education
Arizona State University 1989 — 1992
B.S., Accounting
Wells Fargo Non Profit Banking August 2014 - Present
JPMorgan Chase June 2005 - July 2014
Wells Fargo Bank October 1984 - May 2005
Education
Arizona State University
University of Phoenix
Certified Financial Planning
Edward Jones February 2012 - Present
Edward Jones September 2008 - February 2012
Wells Fargo Bank November 2005 - September 2008
Abercrombie & Fitch May 2003 - October 2005
Arizona State University January 2002 - May 2003
Skills
Customer Service, Series 7, Strategic Financial..., Marketing, Financial Analysis, Management
Education
Arizona State University 2000 — 2006
Bachelor's, Pre-Law/Business
BMO Capital Markets January 2015 - Present
PwC July 2014 - January 2015
PwC July 2012 - June 2014
Carnegie Mellon Tepper School of Business August 2010 - May 2012
Algorithmics May 2011 - August 2011
Wells Fargo Bank September 2006 - September 2010
Wells Fargo Bank May 2004 - September 2006
Wells Fargo Bank January 2003 - May 2004
Wells Fargo Investments January 2000 - February 2002
Morgan Stanley 1999 - 2000
Skills
Financial Modeling, Derivatives, Risk Management, Hedging, Quantitative Analytics, Strategic Planning, Interest Rate Risk..., Financial Regulation, ALM, Problem Solving, Technology, Corporate Governance, Interest Rate, Interest Rate Swaps, Liquidity Management, Portfolio Management, Basel II, Basel III, SIFMU Regulation, Capital Markets, Fixed Income, Financial Risk, Market Risk, Financial Markets, Banking, Finance, Investment Banking, Rates, Trading, Financial Analysis, Valuation, Financial Services, Management
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2012
MBA, Finance and Economics
Arizona State University 2004 — 2005
B.S., Global Business Information Systems
Wells Fargo August 2014 - Present
FirstLight HomeCare August 2011 - August 2013
Wells Fargo Auto Finance 2005 - October 2009
Wells Fargo Bank February 2000 - 2005
Skills
Credit, Financial Analysis, Process Improvement, Customer Service, Leadership, Forecasting, Credit Analysis, Loans, Team Building, Risk Management, Banking, Relationship Management
Education
Arizona State University 1997 — 2001
BS, Agricultural Business
Harlem Globetrotters June 2010 - Present
Harlem Globetrotters June 2009 - July 2010
Phoenix Regional Sports Commission March 2009 - July 2009
NFL Experience 2008 - 2008
Wells Fargo Bank 2007 - 2008
Eddie Bauer 2002 - 2007
Skills
Sports Marketing, Market Research, Marketing, Event Management, Social Media Marketing, Sponsorship, Marketing Strategy, Event Planning, Social Media, Public Relations, Advertising
Education
Arizona State University - W. P. Carey School of Business 2008 — 2010
MBA, Sports Business, Marketing
Arizona State University 2004 — 2007
BS, Marketing
Wells Fargo Bank April 2003 - Present
Skills
Financial Risk, USA PATRIOT Act, OFAC, Operational Risk, Banking, Bank Secrecy Act, AML
Education
Arizona State University 1995 — 1998
BA, Marketing
Wells Fargo Bank
Skills
Strategic Planning, Underwriting, Process Improvement, Risk Management, Leadership, Team Building, Financial Analysis, Commercial Lending, Marketing, Credit, Marketing Strategy, Public Relations, Event Planning, Negotiation, Customer Service, Banking, Public Speaking
Education
Arizona State University
Bachelor of Science, Finance
Wells Fargo Bank May 2011 - Present
Experis June 2009 - April 2011
Bank of America April 2005 - March 2009
Keane January 2002 - January 2004
Motorola January 1983 - March 2001
Skills
Vendor Management, SDLC, PMO, Project Portfolio..., PMP, Program Management, IT Strategy, Business Process..., Process Improvement, Software Project..., IT Management, Project Management, Strategic Planning, Partnering, Situational Leadership, Leadership, Cross-functional Team..., Team Building, Testing, Risk Management, Strategy, ITIL, Project Delivery, Management, Software Development, Operations Management, Business Analysis, Consulting, Business Requirements, Integration, CRM, Data Warehousing, Visio, Business Strategy, Information Technology, Business Process, Resource Management, Requirements Gathering, Business Intelligence
Education
Arizona State University - W. P. Carey School of Business
BS, Business Administration
The George Washington University - School of Business
Masters Certification, Information Technology Project Management
Thunderbird School of Global Management
Global Leadership Certification, International Management
Wells Fargo Bank
Skills
Business Requirements, SDLC, Business Analysis, Requirements Gathering
Education
Arizona State University 2001 — 2004
Master of Business Administration (MBA)
University of Phoenix 1997 — 2001
Bachelor of Science (BS), Computer Information Systems
Hershenberg Financial & Employee Benefits May 2009 - Present
Wells Fargo Bank 2006 - 2009
Wells Fargo Bank - Business Payroll Services 2006 - 2009
kpnx-tv April 2005 - August 2006
texas cable news 2003 - 2004
Education
Arizona State University 1998 — 2002
Bachelor of Arts, Broadcasting
Wells Fargo December 2012 - Present
Wells Fargo Bank September 2010 - December 2012
Wells Fargo Bank March 2006 - September 2010
Wells Fargo Bank December 2004 - March 2006
Wells Fargo Home Mortgage August 2003 - December 2004
Bank One March 2002 - August 2003
First USA Bank June 2001 - March 2002
First USA Bank August 2000 - June 2001
Skills
Risk Management, Banking, Portfolio Management, Process Improvement, Credit, Operations Management, Vendor Management, Learning Management, Strategy Implementation, Change Management, Consumer Lending, Small Business Lending, Quality Management, Sales Operations, Loan Origination, Loan Servicing, Customer Service..., Strategic Leadership, Team Leadership, Business Analysis, Loans, Mortgage Lending, Finance, Retail Banking, Credit Analysis, Management, Commercial Lending, Commercial Banking, Financial Services, Relationship Management, Mortgage Banking, Credit Risk, Financial Risk, Underwriting, Operational Risk, Lines Of Credit, Loss Mitigation
Education
Pacific Coast Banking School (PCBS) 2010 — 2014
Banking and Financial Support Services
Arizona State University
University of Phoenix
Bachelor of Science, Business Management
U.S. Trust September 2014 - Present
Wells Fargo Bank November 1997 - September 2014
Morgan Stanley July 1996 - November 1997
Discover Card 1987 - 1993
Skills
Wealth Management, Estate Planning, Wealth Management..., Investments, Portfolio Management, Private Banking, Strategic Financial..., Asset Managment, Investment Advisory, Asset Allocation, Investment Management, High Net Worth..., Securities, Asset Management, Wealth, Alternative Investments, Financial Planning
Education
Western State University College of Law 1993 — 1996
JD, Law - Tax
Arizona State University 1985 — 1990
Bachelor of Science (BS)
NHP Memorial
Wells Fargo Bank December 2010 - Present
Amkor Technology November 2009 - August 2010
Insight June 2006 - November 2008
Freeport-McMoRan August 2004 - May 2006
Skills
Forecasting, Accounting, Variance Analysis, Accounts Payable, SAP, Budgets, Accounts Receivable, Accruals, Journal Entries, Financial Statements
Education
University of Phoenix 1997 — 2000
Masters, Business Adminstration
Arizona State University 1988 — 1991
Bachelor of Science, Accountancy
Phoenix College 1985 — 1988
Associate, Business
Wells Fargo March 2015 - Present
Wells Fargo Bank July 2007 - March 2015
Wells Fargo May 2003 - July 2007
Wells Fargo June 1999 - May 2003
Wells Fargo April 1997 - June 1999
First Interstate Bank August 1995 - April 1997
Skills
Business Requirements, Requirements Gathering, Business Analysis, Risk Management, Requirements Analysis, SharePoint, User Acceptance Testing, Banking, Process Improvement, Business Process..., Business Process, Financial Services, PMO, Project Portfolio..., Visio, SDLC
Education
University of Phoenix 2000 — 2002
BS, Business Information Systems
Arizona State University 1993 — 1995
Community Bank October 2009 - December 2014
Community Bank October 2006 - October 2009
Citigroup April 2004 - September 2006
Jensen Audit Services May 2003 - April 2004
Guaranty Business Credit (f/k/a FINVOA Capital Corporation) February 2001 - May 2003
FINOVA Capital Corporation May 1996 - February 2001
Philips Industries, Commercial Vehicle Products Division May 1994 - May 1996
Wells Fargo Bank August 1988 - May 1994
Skills
Asset Based Lending, Commercial Lending, Commercial Banking, Small Business Lending, Credit Analysis, Loans, Real Estate, Underwriting, Credit, Portfolio Management, Banking, Loan Origination, Lines Of Credit, Credit Risk, Commercial Mortgages, Cash Management
Education
PCBS
California State University-Fullerton
Master of Business Administration (M.B.A.), Concentration in Finance
Arizona State University
Bachelor's Degree, Business Administration
PCBS
PCBS
Wells Fargo Bank June 2009 - Present
Wachovia, A Wells Fargo Company April 2008 - June 2009
Skills
Wealth Management, Investment Advisory, Asset Allocation, Loans, Investment Strategies, Wealth Management..., Series 7, Credit, Investment Management, Strategic Financial..., Investments, Retirement Planning, Estate Planning, Portfolio Management, Securities, Mutual Funds, Alternative Investments, Series 63
Education
Arizona State University 1984 — 1987
Bachelor of Arts
Hot Yoga Ahwatukee March 2010 - Present
The Arizona Chapter of RMA April 2006 - Present
Wells Fargo Bank April 1999 - May 2004
Education
Arizona State University 1990 — 1992
Bachelor of Science, Finance
University of Arizona 1987 — 1990
City of North Las Vegas August 2014 - Present
Banking Relationship Management Consulting January 2010 - Present
LDS Employment Services 2012 - 2013
' August 2009 - October 2012
Nevada State Bank October 2008 - July 2009
Bank of Nevada November 2006 - October 2008
BYU Management Society 2001 - 2007
Wells Fargo Bank 2002 - 2006
Skills
Customer Relations, Banking, Financial Analysis, Budgeting, Customer Service, Loans, Underwriting, Cash Management, Financial Reporting, Portfolio Management, Retail, Small Business, Problem Solving, Accounting, Real Estate, Excel, Finance, Leadership, Management, Business Development, Microsoft Excel, Budgets
Education
University of Phoenix 2000 — 2003
MBA, Business, Finance, Management
Arizona State University 1994 — 1996
Business Management
Silicon Valley Bank November 2014 - Present
Silicon Valley Bank August 2013 - November 2014
PayPal January 2011 - August 2013
Wells Fargo September 2009 - January 2011
Wells Fargo Bank January 2007 - September 2009
Skills
KYC, AML, Fraud, Risk Management, Banking, Operational Risk, Financial Risk, Asset Management, Operational Risk..., Investments, Financial Services, Retail Banking, Commercial Banking, Private Banking, Financial Regulation, Fraud Detection
Education
Arizona State University 2005 — 2009
Bachelor of Science, Economics
Early Warning Services 2008 - Present
Early Warning Services August 2002 - February 2008
Early Warning Services October 2000 - August 2002
Wells Fargo July 1996 - October 2000
Wells Fargo Bank July 1996 - April 2000
Skills
Requirements Analysis, Business Analysis, Vendor Management, Visio, Agile Methodologies, Agile Project Management, Software Project..., Enterprise Architecture, MS Project, Software Documentation, PMO, Information Security, SharePoint, Business Intelligence, Scrum, Risk Management, Program Management, Process Improvement, SDLC, Business Process, ITIL, Project Management, Team Leadership
Education
University of Phoenix 1998 — 2000
Master of Arts in Organizational Management, Non-Profit/Public/Organizational Management
Arizona State University 1990 — 1996
Bachelor of Science, Justice Studies
Bank of America July 2011 - Present
Fifth Third Bank August 2007 - January 2011
Wells Fargo Bank April 2006 - August 2007
Nuvelo June 2000 - December 2005
Z Gallerie December 2002 - May 2005
Skills
Banking, Credit, Retail Banking, Consumer Lending, Small Business Lending, Loans, Cross Selling, Customer Service, Coaching, Mortgage Lending, Commercial Banking, Sales Management, Cash Management, Portfolio Management, Customer Satisfaction, Sales, Strategic Planning, Team Building, Insurance, Wealth Management, Management, Securities, Mortgage Banking, Selling, Financial Services, Finance, Investments, Training, Small Business, Leadership, Credit Analysis, Wine Tasting, Wineries, Treasury Management
Education
University of San Francisco 2014 — 2016
Organizational Behavior and Leadership, Liberal Arts
De Anza College 1994 — 2007
A.A., Liberal Arts
Arizona State University
Liberal Arts, Liberal Arts & Small Business
Capital One Auto Finance October 2011 - Present
Shaw Systems Associates July 2006 - October 2011
Pinnacle Financial Group March 2010 - June 2011
Wells Fargo Bank January 2003 - June 2006
Wells Fargo Bank February 1996 - January 2003
US Army October 1991 - November 1994
Education
Arizona State University 1996 — 2000
Bachelors of Science, Marketing
Wells Fargo Bank InternAndale Advertising2010 - 2010
Skills
Credit, Microsoft Word, Customer Service, Finance, Microsoft Excel, Financial Analysis, PowerPoint, Public Speaking, Microsoft Office, Sales, Leadership, Sales Management, Risk Management
Education
Arizona State University 2005 — 2010
Bachelors, Business and Sociology
California Polytechnic State University-San Luis Obispo
Wells Fargo Bank December 1997 - May 2005
Skills
Home Loans, Insurance/Risk..., Accounting
Education
Arizona State University 1969 — 1979
Bachelor of Science, Accounting
Fiduciary Services June 2010 - Present
Fitzsimmons Fiduciary Services January 2010 - Present
Arizona Department of Veterans Services January 2013 - April 2015
Charles Schwab January 2007 - June 2010
Charles Schwab-Schwab Institutional January 2007 - January 2010
JPMorgan Chase Bank January 1999 - January 2007
AST Trust January 1996 - January 1999
Wells Fargo Bank January 1986 - January 1996
Skills
Certified Fiduciary, Certified Trust..., Wealth Management, Retirement Planning, Mutual Funds, Retirement, Estate Planning, Investments, Strategic Financial..., Securities, Asset Managment, Financial Advisory, Portfolio Management, IRAs, Risk Management, Trusts, Financial Services
Education
Arizona State University 1987 — 1994
Bachelor of Science (BS), Finance, General
Phoenix CollegeArizona State UniversityAmerican Institute of Banking 1987 — 1994
BS, Finance, General
Wells Fargo Bank November 2009 - Present
JP Morgan Chase August 2008 - November 2009
Wells Fargo Bank April 2006 - August 2008
Education
Alliant International University Marshall Goldsmith School of Management 2005 — 2007
Masters of Business Administration, Finance
Arizona State University 1992 — 1996
BA
Wells Fargo Bank June 1997 - Present
Education
Arizona State University 1992 — 1996
Sociology with Business Minor
Wells Fargo Bank November 2007 - Present
Education
Arizona State University 2003 — 2004
BS, Global Business
Missouri Southern State University 1975 — 1977
A.S., Secretarial Science
Wells Fargo Bank Business Systems ConsultantWells Fargo Bank2004 - 2005
Wells Fargo Bank 2002 - 2004
Wells Fargo Bank 2001 - 2002
Education
Arizona State University
BS, Business Management - WP Carey School of Business
Keller Graduate School of Management of DeVry University
MBA, Business Administration emphasis Finance
Meridian Bank July 2014 - Present
Meridian Bank June 2008 - Present
Wells Fargo Bank April 2004 - June 2007
Claim Jumper Restaurants March 2001 - August 2003
Skills
Home Equity Lines of..., Home Equity Loans, Checking, Savings, IRA's, IRA Rollovers, Living Trusts, Powers of Attorney, Small Business..., Personal Loans, Debit Cards, Commercial Lending, Loans, Deposits, Internet Banking, Lines Of Credit, Consumer Lending, Banking
Education
Arizona State University 2005 — 2007
Finance
Centennial High School 2000 — 2004
Wells Fargo August 2013 - Present
Wells Fargo Bank January 2008 - August 2013
Wells Fargo May 2001 - December 2007
Wells Fargo January 2000 - May 2001
US Bank November 1997 - December 1999
Skills
Loans, Operational Risk..., Operational Risk, Financial Services, Banking, SAS programming, Underwriting, Risk Management, Credit, Financial Risk, Credit Risk
Education
Arizona State University 2002 — 2004
BS
University of Minnesota-Twin Cities 1993 — 1997
Wells Fargo Bank June 2006 - Present
Education
Arizona State University 2005 — 2010
Self-employed February 2008 - Present
Wells Fargo Bank October 2005 - April 2008
Wells Fargo Bank October 1998 - October 2005
Skills
Project Management, Personal Development, Training, Organizational..., Microsoft Office, Social Services, Community Outreach, Strategic Planning, Speech Writing, Emotional Intelligence
Education
Arizona State University 2002 — 2007
Bachelor of Science (B.S.), Applied Psychology
Gilbert High School 1992 — 1996