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
Tegrous Consulting April 2015 - Present
Target April 2012 - March 2015
Wells Fargo Bank March 2011 - May 2012
Skills
Leadership, Management, Inventory Management, Strategic Sourcing, Microsoft Excel, Supply Chain, Customer Service, Teaching, Microsoft Office, Team Building, Supply Chain Management, Forecasting, Time Management, Process Improvement, Microsoft Word, Sales
Education
Arizona State University, W. P. Carey School of Business 2007 — 2012
BS, Supply Chain Management, Magna Cum Laude
City National Bank May 2014 - Present
Wells Fargo Bank November 2003 - April 2014
First Republic Bank 1999 - 2003
Bank of America 1995 - 1999
Skills
Wealth Management, Loan Origination, Commercial Mortgages, Banking, Loans, Investments, Retail Banking, Refinance, Cash Management, Relationship Management, Residential Mortgages, High Net Worth..., Financial Services, Certificates of Deposit, Deposits, Credit Cards, Private Banking, Mobile Banking, International Banking..., Personal Finance, Home Equity, Home Equity Lines of..., Home Equity Loans, Investment Strategies, Investment Management, Alternative Investments, Investment Advisory, Brokerage, Financial Planning, Personal Trust..., Trusts, Trust Services, Trust Management, Special Needs Trusts, Wealth Management..., Wealth Accumulation, Wealth Preservation..., Multi-generational..., Wealth Preservation, Wealth Transfer, Intergenerational..., Treasury Services, Business Planning, Lines Of Credit, Construction Loans, Unsecured Loans, Bridge Loans, Retirement Services, Retirement Planning
Education
Arizona State University, W. P. Carey School of Business 1986 — 1991
Bachelor of Science (B.S.), Finance, Corporate Real Estate
Orange High School 1982 — 1986
Graduate, College Preparatory
Alliance Bank of Arizona February 2014 - Present
Wells Fargo January 2012 - February 2014
Wells Fargo Bank July 2007 - January 2012
Wells Fargo Bank October 2004 - July 2007
Wells Fargo Bank April 2002 - October 2004
Wells Fargo Bank December 1999 - April 2002
Education
Arizona State University - W. P. Carey School of Business 2004 — 2007
BS
Red Mountain High School 1996 — 1999
Independent Bookkeeper August 2010 - Present
Infinite Massage December 2008 - December 2014
E3 Therapeutic Massage May 2008 - October 2014
Thrive Academy August 2010 - May 2013
World School of Massage & Holistic Healing Arts May 2008 - January 2011
Back Yard Coffee Company October 2008 - June 2010
Wells Fargo Bank May 2006 - April 2008
Wells Fargo May 2002 - May 2006
Del Webb September 1999 - October 2001
Del Webb Corporation August 1998 - September 1999
Skills
Fitness, Therapeutic Massage, Customer Service, Microsoft Excel, Public Speaking, Microsoft Word, Budgets, Microsoft Office, Event Planning, Accounting, Team Building, Strategic Planning, Outlook, PowerPoint, Coaching, Event Management, Marketing, Social Media, Project Management, Process Improvement, Healing Touch, Energy Healing, Energetic Self-Starter, Chair Massage, Holistic Health, Leadership, Management, Training, Deep Tissue Massage, Swedish, Reflexology, Pain Management, Aromatherapy, Bodywork, Relaxation, Nutrition, Wellbeing, Wellness, Stress, Shiatsu, Stress Management, Craniosacral Therapy, Fundraising, Energy Work, Sales, Meditation, Wellness Coaching, Inventory Management, Small Business, Stretching
Education
Northern Arizona University, College of Business Administration 1993 — 1997
BSBA, Small Business Management
Art Institute of Phoenix 2002 — 2004
Graphic Design, BA in Graphic Design
The World School of Massage and Holistic Healing Arts 2006 — 2009
CMT, Holistic Health Practitioner, Teacher Trainer Coach Program, Master Bodyworker, Massage Therapist
Southern Homes of The Carolinas May 2013 - Present
Wells Fargo Bank October 2010 - April 2013
Verizon Wireless October 2008 - March 2010
Builder Services Inc April 2007 - August 2008
Labor Finders March 2003 - March 2005
Wachovia Bank January 1998 - January 2002
Education
Asheville-Buncombe Technical Community College
Haywood Community College
Wells Fargo Bank January 2011 - Present
Wells Fargo September 2006 - January 2011
Wells Fargo August 2005 - September 2006
Adecco Group May 2005 - August 2005
Carlson Wagonlit Travel July 1999 - May 2005
Skills
Full-cycle Recruiting, Applicant Tracking..., Talent Acquisition, Hiring, Sourcing, PeopleSoft, Recruitment/Retention, Interviewing, Onboarding, Recruiting, Interviews
Education
Arizona State University West 2006 — 2009
Bachelor of Applied Science, Business Ventures and Nutrition
Rio Salado College 2001 — 2004
Associate, Organizational Leadership
Robertson Fuel Systems, L.L.C. November 2014 - Present
Eide Bailly LLP August 2013 - November 2014
Eide Bailly LLP August 2011 - August 2013
IceMos Technology Corporation August 2010 - August 2011
Apollo Group June 2010 - August 2010
Wells Fargo Bank July 2007 - May 2010
Skills
Accounting, Auditing, Accounts Payable, Accounts Receivable, Account Reconciliation, Journal Entries, GAAP, Financial Reporting, US GAAP, Financial Accounting, Single Audit, Fixed Assets, Balance Sheet, Income Statement, OMB Circular A-133, Cash, Leases, Bank Reconciliation, GAAS, Invoicing, Customer Satisfaction, Customer Experience, Financial Statements, General Ledger, Internal Controls
Education
Arizona State University - W. P. Carey School of Business 2010 — 2011
Bachelor of Science, Accountancy
Mesa Community College 2007 — 2009
Accounting
Redox February 2014 - Present
100state April 2013 - Present
ICD-10 Illustrated LLC October 2013 - June 2015
Madison College January 2014 - December 2014
Vote (Mostly) Online May 2014 - October 2014
BreadcrumbsQA April 2013 - October 2014
Epic July 2010 - March 2013
Wells Fargo Bank October 2005 - September 2009
Skills
EMR Integration, Business Development, Entrepreneurship, Economics, Start-ups, Healthcare, Public Speaking, Marketing Communications, Statistics, Healthcare Information..., Epic Systems, Health Economics, Lean Startup, Strategy, Leadership, EMR, Data Analysis, Econometrics, ICD-10, Design Thinking, Innovation Consulting, Graphic Design, EHR
Education
Boston University 2009 — 2010
M.A., Economics
Arizona State University - W. P. Carey School of Business 2005 — 2009
B.S., Economics, International Business
Epic AC & Heating, LLC Closed March 2010 - February 2014
APAC Customer Services January 2010 - May 2011
Sierra International Inc. & At Ease A\C February 2008 - October 2010
Discover Card January 2009 - June 2009
G & G Enterprises August 2007 - February 2008
CertaPro Painters June 2006 - August 2007
Wells Fargo Bank August 2003 - June 2006
Aftermarket Inc June 1999 - December 2002
Skills
Bookkeeping, Artist, Management, Small Business, Performance Management, Customer Service, Sales, quickbooks, Office Management, Clerical, Database Administration, Data Entry, Financial Analysis, Negotiation, Contract Negotiation, Microsoft Word, Call Center, Access, Business, New Business Development, Public Speaking, Customer Retention, Customer Satisfaction, Customer Experience, Marketing Strategy, Entrepreneurship, Account Management, Salesforce.com, Event Planning, QuickBooks, Online Advertising, Sales Management, Training, Process Scheduler, Marketing, Insurance, Call Centers, Payroll, Team Building, Microsoft Excel, Coaching, Leadership, Analysis, Real Estate, Selling, Social Networking, Operations Management, Social Media Marketing, Business Planning, Strategic Planning
Education
Glendale Community College 2012 — 2014
Small Business Entrepreneurship, Entrepreneurial and Small Business Operations
Rio Salado College 2009 — 2009
Customer Service Certificate
Art Institute of Phoenix 2003 — 2005
Media Arts & Animation
Centennial High School 1995 — 1999
Diploma, Art & Computers
PricewaterhouseCoopers July 2010 - August 2014
W.P. Carey School of Business at ASU August 2009 - August 2010
PricewaterhouseCoopers January 2009 - July 2009
Wells Fargo Bank February 2005 - January 2009
Wisconsin Milwaukee Mission March 2002 - March 2004
Education
Brigham Young University 2014 — 2016
Master of Business Administration (M.B.A.), Organizational Behavior and Human Resource Management
Arizona State University, W. P. Carey School of Business 2009 — 2010
Master's Degree, Taxation, 3.7 GPA
Arizona State University, W. P. Carey School of Business 2006 — 2008
Bachelor's Degree, Accountancy, 3.71 GPA
Mesa Community College 2004 — 2006
Associate's Degree, Accounting, 3.955 GPA
Solium January 2014 - Present
Charles Schwab May 2011 - December 2013
Wells Fargo Bank 2009 - 2011
E4 GROUP, LLC June 2007 - January 2009
Kappa Sigma Fraternity 2003 - 2008
Power Buick Pontiac & GMC February 2006 - November 2006
Skills
Direct Sales, Marketing, Customer Service, Sales, Leadership, Relationship Management, Analysis, Microsoft Excel, Business Development, Training, Recruiting, Finance, Investments, Management
Education
Arizona State University, W. P. Carey School of Business 2003 — 2008
Finance, Minor in Economics
Berkshire Prep School 1999 — 2003
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
Bank of America Merrill Lynch September 2014 - Present
Edward Jones September 2011 - August 2014
Edward Jones December 2010 - September 2011
Pinnacle Taxx, Inc November 2009 - November 2010
Southwestern Company August 2008 - September 2009
Southwestern Company March 2006 - August 2008
ASU FMA 2007 - 2008
Wells Fargo Bank October 2006 - April 2007
Skills
Leadership, Training, Sales, Finance, Management, Series 7, Strategic Planning, Sales Management, Financial Services, Direct Sales, Networking, Analysis, Retirement Planning, Time Management, Sales Presentations, Building Relationships, Account Management, Talent Management, Customer Service, Investments, Tax, Editing, Cold Calling, New Business Development, Research
Education
Landmark 2010 — 2014
Curriculum for Living
BNI-MSP 2013 — 2013
Arizona State University, W. P. Carey School of Business 2005 — 2008
Bachelor's degree, Marketing
Century High School
University of Phoenix September 2013 - Present
Apollo Group October 2009 - September 2013
Sabbatical June 2009 - September 2009
Tek Systems August 2007 - December 2008
Fulton Homes February 2006 - July 2007
Wells Fargo Bank January 2001 - June 2006
Skills
Human Resources, Employee Engagement, Customer Service, Sales, Microsoft Office, Public Speaking, Team Building, Strategic Planning, Marketing, Microsoft Excel, Project Management, Management
Education
Western International University 2010 — 2012
MPA, Public Administration
University of Phoenix 2006 — 2008
BSM, Management
Arizona State University, W. P. Carey School of Business 2006 — 2007
Management
Fullerton College 2001 — 2004
AA, Liberal Studies
Wells Fargo Bank September 2013 - Present
Coinstar February 2013 - August 2013
PwC May 2012 - February 2013
Wells Fargo January 2007 - April 2012
Wells Fargo June 2005 - January 2007
Skills
CISSP, CISA, COBIT, ITIL, IT Audit, SOX 404, Training Delivery, Building Relationships
Education
University of Phoenix 2003 — 2005
Master of Science (MS), Computer Information Systems, 4.0
Arizona State University, W. P. Carey School of Business 1994 — 1998
Bachelor of Science (BS), Marketing
MUFG Union Bank January 2014 - September 2014
Union Bank June 2012 - January 2014
Bank of Tokyo-Mitsubishi UFJ April 2009 - June 2012
Wells Fargo Bank April 2005 - April 2009
Marriott International July 2004 - April 2005
Skills
Series 79, Series 63, Commercial Banking, Relationship Management, Financial Analysis, Portfolio Management, Financial Modeling, Credit Analysis, Banking, Credit, Loans, Corporate Finance, Business Strategy, Capital Markets, Derivatives, FINRA, Fixed Income, Insurance, Investments, Underwriting, Valuation
Education
Arizona State University - W. P. Carey School of Business 2000 — 2004
Business, Accountancy
Wells Fargo Bank June 2011 - Present
Wells Fargo September 2009 - June 2011
Wells Fargo SBA Lending November 2006 - September 2009
Skills
Credit, Small Business Lending, Commercial Banking, Treasury Management, Loans, Underwriting, Financial Analysis, Loan Structuring, Commercial Lending, Commercial Mortgages, Investment Properties, Credit Analysis, Lines Of Credit, Finance, Portfolio Management, Banking, Financial Services, Refinance, Financial Structuring
Education
Wells Fargo Bank College of Commercial Credit 2013 — 2014
Arizona State University West 2004 — 2005
Bachelor of Science, Global Business with an emphasis in Finance
Child Care Aware of America March 2015 - Present
DDC October 2014 - March 2015
United States Congress March 2012 - October 2014
United States Courts October 2011 - March 2012
The White House-M & A May 2011 - February 2012
The White House-OPC January 2011 - May 2011
Wells Fargo Bank September 2010 - February 2011
Wells Fargo Financial May 2010 - September 2010
Northern Kentucky Chamber of Commerce June 2009 - September 2009
Skills
Public Relations, Government Relations, Public Policy, Fundraising, Non-profits, Event Management, Community Outreach, Media Relations, Policy, Press Releases, Event Planning, Social Media, Newsletters, Strategic Communications, Volunteer Management, Project Planning, Nonprofits, Time Management, Public Speaking, Government
Education
Xavier University 2006 — 2010
BA, Communication Arts: Public Relations
Ashford University 2010 — 2012
Master's Degree, Master of Public Administration
Women's Campaign School at Yale University
University of the District of Columbia - The David A. Clarke School of Law 2015 — 2018
Juris Doctor (J.D.)
Scottsdale Insurance Company March 2004 - Present
CIT Group, Inc. July 2003 - March 2004
State of Arizona October 2002 - July 2003
Wells Fargo Bank May 2001 - May 2002
Financial Advisors, LLC June 2000 - September 2000
Skills
Financial Analysis, Internal Reporting, General Ledger, Budget Analysis, Insurance, Budgets, Analysis, Process Improvement, Property & Casualty..., Training, Business Process..., Accounting, Finance, Business Analysis, Program Management, Risk Management
Education
Arizona State University West 2005 — 2007
Accounting
St. Olaf College 1997 — 2001
Bachelor of Arts, Economics, Finance
Honeywell Aerospace July 2013 - Present
Power-One March 2012 - July 2013
Power-One May 2011 - March 2012
Wells Fargo Bank June 2006 - May 2011
Wells Fargo Bank June 2005 - June 2006
The Boeing Company May 2004 - August 2004
Skills
Procurement, Cross-functional Team..., Supply Chain, Supply Chain Management, Operations Management, Analysis, Project Management, Strategy, Process Improvement, Leadership, Quality Assurance, Management
Education
Arizona State University - W. P. Carey School of Business 2001 — 2005
Bachelors of Science, Supply Chain Management, 4.0
Wells Fargo Advisors, LLC April 2015 - Present
Wells Fargo Bank February 2008 - Present
Wells Fargo Advisors October 2009 - February 2015
Wells Fargo Bank January 2010 - January 2011
Skills
Investments, Relationship Management, Insurance, Customer Service, Mutual Funds, Asset Allocation, Brokerage, Charitable Remainder..., Financial Advisory, Financial Planning, Cultivating..., Insurance Planning, Permanent Life Insurance, Defined Benefit, Business Acquisition..., Trusted Business Advisor, Customer Satisfaction, Wealth, Irrevocable Life...
Education
Arizona State University, W. P. Carey School of Business 2006 — 2009
finance
USAA September 2014 - Present
Bank of America August 2012 - July 2014
Keller Williams Arizona Realty September 2008 - August 2012
Wells Fargo Bank June 2004 - June 2008
Skills
Coaching Staff, Retail Banking, Management, Customer Service, Real Estate, First Time Home Buyers, Short Sales, Investment Properties, Referrals, Negotiation, Foreclosures, REO, Real Estate Transactions, Buyer Representation, Residential Homes, Staff Management, Property Management, Single Family Homes, Interviews, Government Loans, Relationship Management, Staff Development, Cash Flow Forecasting
Education
Arizona State University West 2009 — 2013
In Process, Applied Ethics
Arizona State University, W. P. Carey School of Business
Wells Fargo Bank-Professional Banking February 1996 - Present
Southwest College of Naturopathic Medicine June 2014 - Present
Children's Museum of Phoenix August 2015 - Present
Suns 88 Charities May 2013 - Present
Be A Leader Foundation March 2015 - Present
Valley Leadership Class 36 June 2014 - Present
Arizona Veterinary Medical Assoc AzVMA Allied July 2015 - Present
Arizona Veterinary Medical Association AzVMA January 2008 - Present
Wells Fargo Bank January 2000 - January 2002
Wells Fargo Bank December 1996 - December 1999
Skills
Electric Cars, Banking, Loans, Credit, Finance, Financial Analysis, Portfolio Management, Lines Of Credit, Mortgage Lending, Running with Bulls, Real Estate, Marketing, Loan Origination, Credit Analysis, Small Business, Strategic Planning, Commercial Banking, Investment Properties, Underwriting, Real Estate Financing, Budgets, SBA, Speeding Tickets, Cash Management, Investments, Negotiation, Commercial Mortgages, Due Diligence, Lockbox, Commercial Photography, Employee Benefits, Mortgage Banking, Asset Based Lending, Treasury Management, Relationship Management, Refinance, Merchant Services, Consumer Lending, Wealth Management, Cash Flow Lending, Middle Market
Education
Arizona State University West
BS Finance, Finance
University of Phoenix
Bachelor of Science (B.S.), Finance
Wells Fargo Bank March 2004 - Present
California First Leasing Corporation 2002 - 2004
Western Carolina University 2000 - 2002
UC Berkeley 1999 - 2000
Arizona State University 1996 - 1999
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Loans, Credit, Credit Analysis, Banking, Mortgage Lending, Treasury Management, Portfolio Management, Underwriting, Consumer Lending, Cash Management, Lines Of Credit, Loan Origination, Commercial Mortgages, Cross Selling, Retail Banking
Education
Arizona State University, W. P. Carey School of Business 1996 — 1998
Master of Business Administration (MBA), Finance, General
University of the Pacific 1992 — 1996
Bachelor of Science (BS), Accounting and Business/Management
ProfitKeeper December 2012 - Present
ProfitKeeper March 2008 - Present
ProfitKeeper March 2007 - March 2008
Jones, Nardi, & Lemley PLLC January 2005 - March 2007
Wells Fargo Bank August 1999 - January 2005
Skills
Small Business, Franchising, Financial Analysis, Sales, Start-ups, Business Strategy, Account Management, Accounting, Key Account Management, Contract Management, Training, Public Speaking, CRM, Income Statement, Strategic Planning, Retail, Team Building, Entrepreneurship, Business Planning, Leadership, Management, Budgets, Marketing, P&L Management, Sales Management, Executive Management, Customer Service, New Business Development, Strategy, Competitive Analysis, Analytics, Management Consulting, Finance, Contract Negotiation, Mergers & Acquisitions, Forecasting, Profit, Business Development, Operations Management, Lead Generation, Sales Process
Education
University of Arizona, Eller College of Management 2010 — 2011
MBA
Arizona State University, W. P. Carey School of Business 2002 — 2004
Bachelor of Science (B.S.), Accounting
Best Western International September 2013 - Present
US Airways January 2011 - September 2013
US Airways February 2009 - January 2011
Connect-Worldwide June 2008 - February 2009
Wells Fargo Bank June 2005 - September 2007
Best Buy May 2003 - August 2005
Skills
Strategy, Web Analytics, Business Development, Marketing, Competitive Analysis, Account Management, Marketing Strategy, Market Research, E-commerce, Strategic Partnerships, Customer Service, Social Media Marketing, International Business, Online Marketing, CRM, Management, Analytics, Adobe Analytics, Coremetrics Analytics, Google Analytics
Education
Arizona State University - W. P. Carey School of Business 2004 — 2008
B.A., Supply Chain Management
Arizona State University - W. P. Carey School of Business 2004 — 2008
Certificate, International Business
MaxKnowledge, Inc. January 2015 - Present
Careertipster LLC April 2011 - 2015
G&R Entertainment September 2001 - 2015
MaxKnowledge, Inc. January 2014 - December 2014
MaxKnowledge, Inc. January 2012 - December 2013
Collins College January 2008 - January 2012
Collins College January 2007 - January 2008
Collins College January 2005 - December 2006
Maricopa County Youth Treatment Center September 2003 - September 2004
Wells Fargo Bank 1999 - 2003
Skills
Higher Education, Staff Development, Program Development, Community Outreach, Public Speaking, Career Counseling, Social Media, Personal Branding, Career Strategist, Blogging, Career Development, Training, Teaching, Job Search Strategies, Team Building, Leadership, Coaching, Recruiting, Event Planning, Social Media Marketing, Non-profits, Interviews, Resume Writing, Fundraising, Event Management, Nonprofits, Instructional Design, Management, Interview Preparation, Program Management, E-Learning, Research, Social Networking, Project Management, Human Resources, Strategic Partnerships, Job Search, Leadership Development, Adult Education, Job Coaching, Strategy, Time Management, Conflict Resolution, Networking, Strategic Planning, Organizational..., Sales, Career Development..., Analysis, College Recruiting
Education
Colorado Technical University 2009 — 2011
Master of Science, Management
Arizona State University - W. P. Carey School of Business 1999 — 2003
Bachelor of Science, Marketing
Brophy College Preparatory 1995 — 1999
High School Diploma
Dish Network February 2013 - Present
Rivet Software March 2011 - February 2013
Navarro Research & Engineering April 2010 - November 2010
Andrews Securities, LLC. September 2009 - December 2009
Universal Special Auto Finance, LLC. May 2007 - February 2009
RED Development August 2006 - May 2007
Precision Real Estate & Mortgage, LLC May 2005 - May 2007
Centrix Financial May 2004 - August 2006
Wells Fargo Bank May 2001 - August 2003
Skills
Financial Modeling, DCF, General Finance, Budget Monitoring, Valuation, Fundamental Research, XBRL, Equity Research, SEC reporting, Investments, MBA Finance, SEC filings, Financial Analysis, GAAP, FASB, SEC Financial Reporting, Internal Financial..., Financial Variance..., P&L Forecasting, P&L Modeling, EBITDA, WACC, ROA, ROE, Managerial Finance, Structured Finance, Ad-hoc, Cognos, Business Intelligence, Portfolio Management, Oral Communication, Analytical Reasoning, Highly resourceful, Variance Analysis, Financial Forecasting, Corporate FP&A, Due Diligence, Team Leadership, Finance, Mutual Funds, Financial Statements, Financial Reporting, Research, Analytics, Financial Accounting, Accounting
Education
University of Denver - Daniels College of Business 2008 — 2010
Masters of Business Administration, Finance
Arizona State University - W. P. Carey School of Business 2003 — 2007
BS - Business, Real Estate & Finance
Wells Fargo September 2013 - Present
Sojourner Center October 2013 - July 2015
Wells Fargo Bank April 2010 - September 2013
Wells Fargo Bank August 2009 - February 2010
Wells Fargo Bank January 2004 - August 2009
Arizona State University August 2002 - December 2004
Wells Fargo Bank May 2001 - January 2004
Wells Fargo Bank June 2003 - August 2003
Skills
Change Management, Excel, PowerPoint, Program Management, Strategic Planning, Credit, Word, Negotiation, Banking, Process Improvement, Customer Service, Risk Management, Call Center, Customer Experience, Business Analysis, Coaching, Data Analysis, Mentoring, Insurance, Problem Solving, Customer Satisfaction, Analytics, Business Process..., Team Building, Outlook, Microsoft Office, Budgeting, Funding, Leadership Development, Planning, Business Strategy, Customer Relations, Team Leadership, Cross-functional Team..., Analysis, Budgets, Project Planning, Training, Management, Project Management
Education
Arizona State University - W. P. Carey School of Business 2006 — 2008
MBA, Finance
Arizona State University - W. P. Carey School of Business 2000 — 2004
Bachelor of Science, Marketing
Wells Fargo Bank October 2007 - Present
Wells Fargo Home Mortgage March 2002 - October 2007
Skills
Training, Financial Risk, Internal Audit, Consumer Lending, Change Management, Internal Controls, AML, Quality Assurance, Underwriting, Loan Origination, Mortgage Lending, Operational Risk, Credit, Operational Risk..., Banking, Financial Services, Risk Management, Anti Money Laundering, Credit Analysis, Bank Secrecy Act, Loans
Education
Arizona State University - W. P. Carey School of Business 1991 — 1995
B.S., Finance
Sysco Foods March 2015 - Present
Wells Fargo Bank March 2014 - February 2015
Wells Fargo Bank April 2010 - February 2014
SPL Financial 2013 - 2014
Wells Fargo Bank April 2010 - March 2011
Bedrock Capital Advisors July 2009 - April 2010
Capital Consulting Company January 2007 - June 2009
GMAC Mortgage, LLC April 2003 - January 2007
Fins Restaurant Group February 1995 - May 2002
Skills
Expertise in Financial..., Loans, Mortgage Lending, Mortgage Banking, Leadership, Consumer Lending, Banking, Finance, Real Estate, Credit, Training, Loan Origination
Education
Ashford University 2011 — 2012
Bachelor of Arts (B.A.), Organizational Management
Baker University
Baker UniversityBaldwin
Northern Arizona University
Seafax, Inc. June 2014 - Present
Diversified Communications HQ December 2012 - May 2014
Diversified Communications HQ September 2011 - December 2012
Nassau Broadcasting December 2009 - September 2011
Norway Savings Bank January 2008 - September 2009
Wells Fargo Bank December 2006 - October 2007
Wells Fargo June 2005 - December 2006
Wells Fargo September 2002 - September 2005
Wells Fargo October 1999 - September 2002
Skills
Social Media, Marketing, Sales, Social Media Marketing, Advertising, Digital Media, Customer Service, Event Management, Event Planning, Marketing Strategy, Marketing Communications, B2B, Copywriting, Email Marketing, Media Relations, Facebook, Social Networking, Account Management, Online Marketing, Lead Generation
Education
Arizona State University - W. P. Carey School of Business 2001 — 2005
B.S., Management
OASIS Hospital May 2013 - Present
Avella June 2011 - May 2013
Anderson Security Agency July 2008 - March 2011
The Apothecary Shops 2011 - 2011
Advantage Urgent Care/BFL Healthcare March 2005 - July 2008
Wells Fargo Bank September 1985 - May 2004
Norwest/Wells Fargo Bank September 1985 - May 2004
Skills
Employee Relations, Training, Recruiting, Interviews, Human Resources, HR Policies, Employee Benefits, Performance Management, Personnel Management, Organizational..., Benefits Administration, FMLA, Management, Talent Management, Resume Writing, Leadership, Onboarding, Coaching
Education
University of Phoenix 2001 — 2003
Master of Arts Degree, Organizational Management
Arizona State University West 1996 — 1999
Bachelor of Science Degree, Global Business - Human Resources
PQR Inc 2010 - Present
The Kitchen Door, Inc. 2008 - 2009
Wells Fargo Bank 2007 - 2008
Skills
Finance, Business Development, Research, Medical Devices, Pharmaceutical Industry, Healthcare, Cross-functional Team..., Clinical Research, Biotechnology, Lifesciences
Education
Arkansas State University
B.S., Finance
Wells Fargo May 2013 - Present
Intel Corporation November 2012 - May 2013
Musical Instrument Museum 2012 - 2012
Arizona Department of Revenue March 2011 - November 2011
Pinal County March 2009 - March 2011
Universal Technical Institute 2008 - 2008
The Arizona Republic 2008 - 2008
Wells Fargo Bank 2001 - 2008
Quantum Design 1999 - 2001
Singapore Armed Forces 1990 - 1992
Skills
Business Intelligence, Database Design, SDLC, Relational Databases, OLAP, Analysis Services, Business Objects, MDX, Business Process..., Data Warehousing, Microsoft SQL Server, Requirements Analysis, SSIS, Agile Methodologies, SSRS, Data Modeling, T-SQL, Thought Leadership, Technical Writing, Business Process, Business Intelligence..., Performance Tuning, Analytics, Team Leadership, Real Estate Transactions, Data Integration, Database Administration, Testing, Data Warehouse..., Strategy, Project Planning, Integration, Systems Analysis, Quality Assurance, Marketing Strategy
Education
University of Notre Dame 1992 — 1996
Bachelor of Science
University of Wisconsin-Madison 1996 — 1998
MBA
Arizona State University, W. P. Carey School of Business 2011 — 2012
Masters
Dalat International School 1984 — 1990
High School
Wells Fargo Bank March 2011 - Present
Wells Fargo Bank June 2003 - March 2011
Green Summit - Arizona State University January 2007 - December 2007
Arizona State University School of Global Studies Association September 2005 - December 2007
N.B.S.S.I. – National Board for Small Scale Industries May 2007 - August 2007
Skills
Wealth Management, Banking, Underwriting, Investments, Private Banking, Retirement Planning, Financial Planning, Asset Management, Asset Allocation, Private Wealth..., Asset Managment, Wealth Management..., Loans, Credit, Investment Management, Financial Services, Finance, Series 7, Economics, Strategic Financial..., Portfolio Management
Education
Thunderbird School of Global Management 2007 — 2007
Global Leadership Certificate, Leadership
Arizona State University, W. P. Carey School of Business 2004 — 2007
Bachelor of Science, Urban Economic Development
Wells Fargo Bank February 2012 - October 2012
Wells Fargo Bank December 2010 - February 2012
Center for Violence Prevention and Community Safety April 2010 - December 2010
Peter Piper, Inc. August 2002 - September 2010
Arizona State University October 2006 - May 2008
Maricopa County Adult Probation June 2006 - August 2006
Skills
Banking, Research, Customer Service, Computer Proficiency, Management, Problem Solving, Critical Thinking, Criminal Justice, Efficiency, Close Attention to..., Teamwork, Report Writing, Data Analysis, Data Entry
Education
Arizona State University West 2004 — 2009
Bachelor of Science, Criminal Justice and Criminology
Zenith Products Corp. March 2012 - Present
Freelance - Industrial / Graphic / Interior / Architecture January 2010 - Present
Wells Fargo Bank October 2010 - March 2012
Bresslergroup January 2010 - July 2010
The Home Depot January 2006 - June 2009
K&S Restoration January 2003 - July 2006
Skills
Industrial Design, Design Thinking, Model Making, Sketching, Rapid Prototyping, Solidworks, Adobe Creative Suite, Creative problem solving, Product Marketing, Retail Packaging, Ideation, Concept Development, Communication Skills, Presentation Development, Product Sourcing, Product Development, Six Sigma, Rhino 3D, Pro Engineer, 3D Studio Max, Project Engineering, Mechanical Engineering, Product Design, Brand Development, Design Strategy, Concept Generation, Experience Design, 3D Modeling, User-centered Design, Concept Design, Illustrator, Creative Problem Solving, Design Management, SolidWorks, Problem Solving
Education
Art Institute of Philadelphia 2007 — 2010
Bachelor, Industrial Design and Technology
Rowan University 2005 — 2007
Bachelor’s Degree, Business Administration and Management, General
Gloucester County College 2003 — 2005
A.S., A.S. Engineering Technologies
Wells Fargo Bank January 2010 - Present
Ichiban Apparel January 2004 - Present
J.Crew January 2007 - January 2010
Oscar de la Renta January 2008 - January 2009
Phila. Marketplace 10th Anniversary Fashion Show January 2008 - January 2009
Thoroughbred Inc January 2002 - January 2009
Skills
Adobe Illustrator, Adobe Photoshop, MS Office Suite, Fashion, Research, Trend, Fashion Illustration, Fashion Design, Styling, Apparel, Visual Merchandising, Fashion Shows, Merchandising, Retail
Education
Art Institute of Philadelphia 2006 — 2008
Associates of Science, Fashion Marketing
Cheyney University 2001 — 2003
School of Business, Marketing
Wells Fargo Bank Vice President/IT Sr Audit ManagerWells Fargo Bank2002 - 2008
Wells Fargo 2002 - 2008
ConocoPhillips 1998 - 2002
Institute of Internal Auditors 2000 - 2001
Tosco Corp/Circle K Corp January 1992 - December 1998
Tosco 1994 - 1998
Coopers & Lybrand September 1985 - December 1988
Skills
IT Audit, Enterprise Risk..., Sarbanes-Oxley Act, CISA, Sarbanes-Oxley, Financial Analysis, Accounting, Risk Management, Internal Audit, Internal Controls, Business Process..., Auditing, Business Intelligence, Process Improvement, Operational Risk..., Financial Services, Financial Reporting, Financial Risk, Banking, Operational Risk
Education
Arizona State University - W. P. Carey School of Business 1980 — 1984
BS, Accounting
Lebanon Catholic High School
Wells Fargo Bank December 2000 - Present
Chandler Regional/Mercy Gilbert 2000 - 2011
M&I Bank August 1987 - December 2000
Skills
Banking, Investments, Consumer Lending, Loans, New Business Development, Commercial Banking, Risk Management, Credit, Management, Treasury Management, Leadership, Portfolio Management, Contractors, Mortgage Lending, Financial Services, Commercial Lending, Small Business Lending, Insurance, Credit Analysis, Commercial Mortgages, Lines Of Credit, Financial Analysis, Relationship Management, Loan Origination, Finance, Credit Risk, Wealth Management, Underwriting, Cash Management, Asset Based Lending, Refinance, Mortgage Banking, SBA, Retail Banking, Commercial Real Estate, Cash Flow Lending, Residential Mortgages, Cross Selling, Middle Market, Asset Management, Construction Loans, Treasury Services, Small Business, Series 7, Strategic Financial..., FHA
Education
Pacific Coast Banking School 2005 — 2007
Masters-Level Extension Certificate for Senior Officers
Keller Graduate School of Management 1997 — 1999
Masters, Business Administration
Arizona State University - W. P. Carey School of Business 1988 — 1991
Bachelors, Accounting
Ashford University December 2009 - Present
US Bank June 2008 - December 2008
Wells Fargo Bank March 2007 - June 2008
WaMu March 2006 - March 2007
Wells Fargo August 1999 - June 2005
Skills
Small Business, Banking, Sales Management, New Business Development, Small Business..., Teaching, Training & Development, Bank Management, Learning Technologies, Educational Technology, E-Learning, Finance, Instructional Design, Distance Learning, Academic Advising, Adult Education, Staff Development, Business Development, Student Affairs, Career Counseling, Credit, Student Financial Aid, Higher Education, Employee Training, Enrollment Management, Admissions, Leadership, Leadership Development, Training, Entrepreneurship, Management
Education
University of the Rockies 2012 — 2016
Organizational Development and Leadership, Industrial and Organizational Psychology, 3.8
Ashford University 2009 — 2011
MA, Teaching with Technology, 4.0 GPA
California State University-Northridge 1996 — 2000
BA, Liberal Studies, Life Science
QBE Insurance August 2014 - Present
MFS Investment Management October 2011 - September 2012
Wells Fargo Bank April 2004 - May 2006
Skills
Finance, Microsoft Office, Sales
Education
Arizona State University, W. P. Carey School of Business 2007 — 2012
Business, Business, Communication
First Financial Equity Corporation September 2009 - Present
Ameriprise Financial Services, Inc. July 2006 - September 2009
A.G. Edwards & Sons, Inc. February 1999 - July 2006
Wells Fargo Bank July 1994 - February 1999
Skills
Loans, Finance, Insurance, Financial Services, Banking, Life Insurance, Business Development, Management, Portfolio Management, Wealth Management, Series 7, Series 63, Retirement Planning, Investments, Retirement, Mutual Funds, Customer Service
Education
Arizona State University - W. P. Carey School of Business 1992 — 1995
Management, Business, Computer Information Systems
Douglas High 1983 — 1986
Archway Marketing Services May 2014 - Present
Payless ShoeSource March 2012 - April 2014
Wells Fargo Bank January 2010 - December 2011
Office Depot December 2005 - January 2010
Skills
Inventory Management, Customer Satisfaction, Coaching Staff, Team Building, Retail Sales, Hiring Employees, Store Operations, Leadership, Development Of Employees, Training, Sales Management, Recruiting, Visual Merchandising, Merchandising, Sales Operations, Customer Service, Management, Employee Relations, Project Management, Employee Training, Retail, Microsoft Office, Team Leadership, Time Management, Sales
Education
Ashford University 2009 — 2013
BA, Human Resources Management
Wells Fargo October 2012 - Present
Wells Fargo Bank 2004 - 2012
Skills
Marketing, Management, Leadership, Marketing Strategy, Social Media Marketing, Marketing Communications, Event Planning, Program Management, Sales, Banking
Education
Arizona State University - W. P. Carey School of Business
Legal OnRamp September 2013 - Present
Sommer Law Group October 2014 - Present
UnitedLex Corporation March 2015 - Present
Wells Fargo Bank December 2004 - July 2010
Skills
Legal Writing, Mediation, Research, Analysis, Legal Issues, Credit, Finance, Portfolio Management, Legal Contract Review, Contract Management, Interpersonal..., Mentoring New Hires, Legal Research, Westlaw, Dispute Resolution
Education
The Ohio State University Moritz College of Law 2010 — 2013
Juris Doctor
University of Oxford 2011 — 2011
European Union Law; Comparative Legal Professions
Arizona State University, W. P. Carey School of Business 2000 — 2003
Bachelor of Science - Finance; Certificate - International Business
Xylem Inc. January 2015 - Present
Xylem Inc. June 2010 - December 2014
ITT Corporation May 2010 - August 2010
Wells Fargo Bank March 2008 - June 2010
Skills
Purchasing, Project Planning, Management, Supply Chain Management, Supply Chain, Access, Microsoft Office, Forecasting, Microsoft Excel, Strategic Sourcing, Inventory Management, Six Sigma, Data Analysis, Inventory Control, Cost Savings Strategies, Process Improvement, Scheduling, Procurement, International Business, Contract Management, Cost Savings
Education
Arizona State University, W. P. Carey School of Business 2004 — 2010
Bachelor of Science (B.S.), Supply Chain Management
Arizona State University, W. P. Carey School of Business 2004 — 2010
Bachelor of Science (B.S.), Computer Information Systems
Senior Care Authority 2015 - Present
Wells Fargo Bank 1997 - 2015
Skills
Risk Management, Leadership, Management, Strategy, Elder Care, Long-term Care, Assisted Living Options, Post Acute Care, Business Strategy
Education
Arizona State University, W. P. Carey School of Business
MBA, Masters of Business Administration
New Mexico State University
Bachelor’s Degree, Finance, Management
Wells Fargo's College of Credit
Credit Management
Main Event Marketing, LLC August 2015 - Present
Prescott-Clearwater Technologies April 2015 - Present
Yoga Alliance 2013 - 2015
Enterprise Rent-A-Car 2010 - 2012
Wells Fargo Bank 2004 - 2005
Skills
Customer Service, Sales, Teaching, B2B, Yoga, Marketing Strategy, Strategic Planning, Marketing, Negotiation, Online Advertising, Social Media, Team Building, Business Strategy, Entrepreneurship, Leadership, Microsoft Office, Social Media Marketing
Education
Arizona State University - W. P. Carey School of Business 2007 — 2010
Bachelor in Interdisciplinary studies, Business and Communications
Arizona State University 2005 — 2010
Bachelor's degree, Business, Communications
Law Office of Dennis Schroader April 2015 - Present
Law Office of Michael Stewart June 2013 - April 2015
Seattle University School of Law June 2011 - December 2014
Imprint Massage September 2011 - August 2013
Seattle Bank January 2011 - August 2011
Kalles Properties & Compass Property Management November 2009 - June 2010
Wells Fargo Bank March 2008 - November 2009
Real Estate USA June 2003 - March 2008
Pierce County GOP 2003 - 2008
U.S. Air Force August 1997 - November 2000
Skills
Business Analysis, Financial Management, Business Planning, Banking, Budgets, CRM, Coaching, Credit, Customer Service, Entrepreneurship, Finance, Human Resources, Leadership, Management, Managerial Finance, Policy, Program Management, Project Planning, Real Estate, Recruiting, Sales, Small Business, Strategic Planning, Team Building
Education
Seattle University School of Law 2011 — 2014
JD, Law
Ashford University 2008 — 2010
BA, Business Administration
Washington High School 1992 — 1996
Diploma, College prep
General Mills October 2014 - Present
General Mills November 2012 - September 2014
Target April 2010 - December 2012
Wells Fargo May 2009 - April 2010
Wells Fargo Bank June 2005 - May 2009
Wells Fargo Bank October 1999 - June 2005
Skills
Customer Service, Microsoft Excel, Marketing, PowerPoint, Financial Analysis, Inventory Management, Sales, Finance, Forecasting, Business Development, Customer Satisfaction, Purchasing, Strategic Planning, Microsoft Office, Project Management, Leadership, Retail, Management, Process Improvement, Cross-functional Team..., Supply Chain Management, Logistics, Analysis
Education
Arizona State University, W. P. Carey School of Business 2009 — 2011
Bachelor of Science, Supply Chain Management
Arizona State University - W. P. Carey School of Business 2000 — 2004
Bachelor of Science, Marketing
Wells Fargo Home Mortgage January 2015 - Present
Wells Fargo Home Mortgage January 2013 - Present
Wells Fargo Home Mortgage September 2011 - January 2013
Wells Fargo and Company September 2005 - April 2011
Wells Fargo Home Mortgage May 2005 - September 2005
Wells Fargo Home Morgtgage February 2003 - May 2005
Wells Fargo Bank March 2001 - February 2003
Food Maker, Inc January 1998 - March 2001
Skills
Mortgage Lending, Mortgage Banking, Banking, FHA, Refinance, VA loans, Bilingual, Sales Management, Employee Management, Employee Training, Relationship Building, Diversity & Inclusion
Education
Arizona Western College
General Studies
Avery Dennison October 2014 - Present
Avery Dennison January 2012 - September 2014
Avery Dennison August 2011 - January 2012
Avery Dennison February 2011 - July 2011
Avery Dennison February 2010 - January 2011
Wells Fargo Bank March 2005 - December 2009
Skills
Forecasting, Process Improvement, Finance, Management, Accounting, Financial Analysis, Cross-functional Team..., Financial Reporting, Business Strategy, Microsoft Excel, FX Hedging, System Administration, Cash Management, Intercompany..., Investor Relations..., Exposure Assessment, Software Implementation
Education
Arizona State University, W. P. Carey School of Business 2007 — 2009
Bachelor of Science, Finance
Verde Capital Partners June 2014 - Present
IA American Life Insurance Company September 2010 - October 2013
Dreamlife Administration June 2009 - September 2010
Wells Fargo Bank September 2007 - May 2009
Wells Fargo Bank August 2006 - September 2007
Skills
Accounting, Financial Reporting, Management, Account Reconciliation, Customer Service, Analysis, Sales, Banking, Auditing, Business Analysis, Invoicing, Sales Management, System Administration, Policy, Process Improvement
Education
Arizona State University - W. P. Carey School of Business 2007 — 2009
B.S. Economics, International Economics
SENTEL Corporation June 2014 - Present
SENTEL Corporation August 2013 - May 2014
Honeywell Technology Solutions, Inc. May 2010 - August 2013
Wells Fargo Bank December 2009 - May 2010
Frank Ski Kids Foundation January 2010 - March 2010
R Agency August 2008 - October 2008
Skills
Logistics, Dreamweaver, Management, Illustrator, InDesign, Microsoft Office, Adobe Creative Suite, Military, Photoshop, Advertising, Microsoft Excel, Security Clearance, PowerPoint, Mac, Graphic Design, Military Logistics, Leadership, Flash, PBUSE, LOGSA/LIW Logistics..., Analysis, Data Analysis, Analytics, Army
Education
Art Institute of Atlanta 2006 — 2009
Bachelor of Arts, Advertising
Grand Canyon University
Masters of Business, Finance
Vigilante Finance September 2009 - Present
Flathead Bank of Kalispell 2007 - September 2010
Desert Hills Bank 2005 - 2007
Wells Fargo Bank 2003 - 2005
Skills
Commercial Lending, Project Management, Loans, Finance, Credit, Banking, Management Consulting, Managerial Finance, Financial Modeling, Sales Management, Financial Analysis, Risk Management, Business Planning, Mergers & Acquisitions, Portfolio Management, Contract Negotiation
Education
University of Colorado Boulder 2007 — 2009
Arizona State University West 2005 — 2007
MBA
University of Massachusetts Boston 2003 — 2004
Bachelors
Gonzaga University 1997 — 1999
Fergus High School 1993 — 1997
Mill Creek May 2014 - Present
Restore Me July 2013 - Present
Phoebe Marsh Showroom at The Denver Design District August 2011 - May 2014
Wells Fargo Bank May 2003 - September 2009
Skills
Revit, AutoCAD, SketchUp, Photoshop, InDesign, Illustrator, Graphic Design, Microsoft Office, Illustration, Management, Auditing, Space planning, Furniture, Sketching, Adobe Creative Suite, Interior Architecture, Rendering, Concept Development, Drawing, Finish, Banking, Customer Service, Sales
Education
Art Institute of Colorado 2008 — 2012
Bachelor of Arts (B.A.), Interior Design
First American Financial Corporation October 2014 - Present
Looking for new & and exciting opportunity in project management/process improvement July 2014 - October 2014
Wells Fargo CLG July 2013 - July 2014
JPMorgan Chase February 2012 - July 2013
JPMorgan Chase Bank May 2009 - February 2012
JPMorgan Chase Bank May 2009 - October 2009
CVS Caremark May 2008 - December 2008
Wells Fargo Bank March 2005 - October 2007
Wells Fargo Home Mortgage March 2003 - March 2005
Conseco Finance January 2001 - January 2003
Skills
Time Management, People Skills, Analytics, Workforce Planning, Forecasting, Portfolio Management, Executive Management, Project Management, Agile Project Management, Capacity Planning, Statistical Data..., Business Analysis, Risk Management, Leadership, Data Analysis, Program Management, Credit, Loans, Contract Negotiation, Loan Origination, Process Improvement, Vendor Management, Business Process..., Strategic Planning, Financial Services, Customer Service, Microsoft Excel, Business Strategy, Relationship Management, Product Management, Banking, Operations Management, Pricing, Analysis, Training, Access, Management, Finance, Team Leadership, Project Planning, Quality Assurance, Cross-functional Team..., SDLC, Strategy, Loan Servicing, Change Management, Requirements Gathering, Credit Risk, Business Process, Business Requirements
Education
Arizona State University West 2006 — 2009
MBA, Global Management and Leadership
Winona State University 1991 — 1996
BS, Marketing
Professional Level Insurance AgentNew York Life Insurance CompanyJune 2012 - January 2014
Wells Fargo Bank April 2011 - April 2012
Verizon information services\Idearc Media\Superpagages.com April 2006 - May 2010
Cingular Wireless 1999 - 2002
Sitel Corppration September 1998 - January 2000
Dease and Associates Insurance Agency July 1978 - July 1996
Chase Manhattan Bank 1969 - 1975
Skills
Insurance Planning, Financial Planning, Online Advertising, Telecom BSS, Sales Process, Team Building, Lead Generation, Customer Satisfaction, Training, Recruiting, Insurance, Team Leadership, B2B, Sales Management, New Business Development, Coaching, Direct Sales, Management, Employee Benefits, Strategic Financial..., Selling, Advertising, Disability Insurance, Life Insurance, Retirement Planning, Investments, Business Planning, Financial Planners
Education
ITT Technical Institute-Indianapolis 2012 — 2015
Associate’s Degree, Criminology, 3.7
Ashford University 2011 — 2013
B.A., Behavioral Science
New York University 2008 — 2008
Certification, Search Engine Marketing
Villanova University 2007 — 2008
Masters Certificate, Project Management
Phillips College 1989 — 1992
AS, Data Processing
Life Technologies February 2013 - Present
PETCO Animal Supplies, Inc. November 2011 - February 2013
Dolan Xitco Consulting Group March 2011 - November 2011
LECG March 2008 - March 2011
Wells Fargo Bank August 2002 - January 2008
Skills
Access, Financial Modeling, Financial Analysis
Education
Arizona State University, W. P. Carey School of Business 2011 — 2013
MBA, Finance
San Diego State University-California State University 2004 — 2007
Bachelors of Arts, Economics
Wells Fargo May 2012 - Present
Wells Fargo Bank February 2010 - May 2012
Wells Fargo Bank June 2008 - February 2010
Wells Fargo Bank May 2005 - February 2010
Wells Fargo Bank January 2003 - May 2005
Wells Fargo Bank September 2000 - May 2003
Wells Fargo Bank 1996 - 2000
Skills
Risk Management, Testing, Quality Assurance, Requirements Gathering, Vendor Management, Project Portfolio..., Strategic Planning, Operational Risk..., SDLC, Process Improvement, Integration, Program Management, Change Management, Portfolio Management, Management, Leadership, Business Analysis
Education
Arizona State University, W. P. Carey School of Business 2007 — 2008
Master of Science in Information Management (MSIM), Information Management
University of Arizona 1988 — 1992
BS, Finance
Federated Insurance August 2010 - Present
National Life Group October 2005 - July 2010
Wells Fargo Bank 2004 - September 2005
American Express Financial Advisors September 1997 - April 2003
Skills
Estate Planning, Business Succession, Life Insurance, Fixed Annuities, Insurance, Retirement, Retirement Planning, Disability Insurance, Employee Benefits, ChFC, CLU, Taxation, Term Life Insurance, Sales, Wealth Management
Education
University of Denver - Sturm College of Law 1994 — 1995
LL.M, Taxation
Arizona State University College of Law 1991 — 1994
JD, Law
University of Minnesota-Twin Cities 1987 — 1991
BA, Sociology
BMO Harris Bank February 2013 - Present
BMO Harris Bank October 2008 - January 2013
Washington Mutual, Inc. February 2007 - October 2008
JP Morgan Chase October 2005 - February 2007
Washington Mutual, Inc. March 2003 - March 2005
Wells Fargo Bank June 1996 - February 2003
Governor's Office of California-Mexico Affairs 2000 - 2001
Skills
Retail Banking, Sales Management, Business Development, Management, Project Management, Performance Management, Recruiting, Public Relations, Conflict Resolution, Banking, Branch Banking, Consumer Lending, Small Business Lending, Branch Management, Cross Selling, Commercial Lending, Commercial Banking, Lines Of Credit, Loans, Credit, Finance, Credit Analysis, Cash Management, Treasury Management
Education
Graduate School of Banking - Colorado 2011 — 2013
Certificate in Advanced Banking Studies, Banking
Arizona State University - W. P. Carey School of Business 2009 — 2010
M.S., Applied Leadership & Management - School of Global Management & Leadership
San Diego State University-California State University 1996 — 2000
B.A., International Security & Conflict Resolution
University of Guadalajara 1998 — 1999
Study Abroad Program, Global Business
Wells Fargo Home Mortgage June 2015 - Present
Nationstar Mortgage Retail June 2013 - December 2013
Alaska. USA federal Credit. Union May 2012 - July 2013
Wells Fargo Bank March 2003 - July 2012
Prudential Financial Services April 2000 - February 2002
Charles Schwab January 1999 - February 2000
Skills
Investments, Mortgage Lending, Financial Services, Loans, Loan Origination, Residential Mortgages, Credit, Banking, Finance, Refinance, FHA, Mortgage Banking, VA Loans, Customer Service, Underwriting, Credit Analysis, Financial Analysis, Funding, Analysis, Mutual Funds, Government Loans, Risk Management, Foreclosures, Portfolio Management, Real Estate Transactions, Home Equity Loans
Education
Phoenix College 2009 — 2013
Associate of Arts and Sciences (AAS), Banking, Corporate, Finance, and Securities Law, 3.4
Arizona State University - W. P. Carey School of Business 2011 — 2012
Bachelor of Applied Science (B.A.Sc.), Business Law(Legal Studies), 3.1
CGI August 2013 - Present
CGI 2013 - 2015
CGI 2013 - 2015
ESM July 2011 - August 2013
T-Mobile September 2006 - February 2011
T-Mobile September 2002 - September 2006
Wells Fargo Bank October 2000 - September 2002
Skills
Coaching, Call Centers, Leadership, Customer Service, Training, Customer Experience, Customer Satisfaction, Team Leadership, Recruiting, Payroll, Customer Retention, Telecommunications, Negotiation, Budgets, Analysis, Healthcare, Sales, Direct Sales, Account Management, Graphic Design, Workforce Planning, Interviews, Group Presentations, Presentation Skills, Process Improvement
Education
Art Institute of Colorado 2002 — 2003
Graphic Design, Graphic Design, 3.9 GPA
Wells Fargo Bank March 1993 - Present
Skills
Sales Management, Asset Based Lending, Banking, Small Business Lending, Strategic Planning, Risk Management, Mortgage Lending, Marketing, Finance, Cash Management, Sales, Marketing Strategy, Credit Risk, Commercial Lending, Treasury Management
Education
Georgia State University - J. Mack Robinson College of Business 1987 — 1990
Bachelor of Science
Armstrong Atlantic State University
Wells Fargo Bank 2004 - 2008
Education
Arkansas State University 2001 — 2004
Bachelors of Science in Interdisciplinary Studies, Emphasis in Business Management, Health and Education, Graduated with academic honors
International Cruise and Excursions, Inc. (ICE) May 2013 - October 2014
PulteGroup 2010 - 2012
Vanguard 2006 - 2010
Scentual Fragrance 2004 - 2006
Wells Fargo Bank 1997 - 2005
Princeton Management Resources 1996 - 1997
Adjustco, Inc. 1993 - 1996
Skills
Call Centers, Management, Leadership, Operations Management, Contact Center..., Contact Center..., Contact Center Strategy, Vendor Management, Sales, Customer Experience, Business Strategy, Change Management, Project Management, Talent Management, Leadership Development, Coaching, Business Development, Organizational..., BPO, DMAIC, Business Process..., Lotus Notes, SaaS, Customer Engagement, Avaya CMS, Problem Solving, Live Ops, SharePoint, Siebel, Adobe Acrobat, Collaborating, Email Marketing, Cognos, ACD, Strategic Development, Predictive Dialer, Work Force Management..., Market Segmentation, Process Improvement, Team Building, Strategic Planning, Budgets, Consulting, Performance Management, Sales Management, Team Leadership
Education
Arizona State University, W. P. Carey School of Business
Executive Master of Business Administration (M.B.A.), Business
State University of New York at Binghamton
Bachelor of Arts (B.A.), Economics
Wells Fargo Bank December 2012 - Present
Wells Fargo Bank June 2009 - December 2012
Wells Fargo Bank April 2008 - June 2009
Wells Fargo Bank June 2007 - April 2008
Wells Fargo Bank February 2003 - June 2007
IBM 1999 - 2001
Skills
Business Intelligence, Data Warehousing, Unix, DB2, Teradata, Servers, Software Development, Databases, Management, Infrastructure, ETL, SQL, Business Requirements, Data Management, Business Intelligence..., Oracle, Integration, SAN, Data Marts, SDLC, Virtualization, Data Modeling, Database Design, Data Warehouse..., System Architecture, Process Improvement, Business Analysis, Requirements Analysis, Requirements Gathering, IT Strategy, Enterprise Architecture, Vendor Management, Software Project..., Data Integration, Performance Tuning, Solution Architecture, Unix Shell Scripting, System Administration, Ab Initio, Compliance, Change Management, Architectures, Disaster Recovery
Education
Arizona State University - W. P. Carey School of Business 2004 — 2006
MBA
Northern Arizona University-The W. A. Franke College of Business
BSBA, Computer Information Systems
Cisco March 2015 - Present
Time out traveling the big wide world September 2013 - March 2015
Charles Schwab March 2010 - August 2013
Charles Schwab May 2008 - March 2010
Calence Network Consulting March 2006 - May 2008
Wells Fargo Bank 2003 - 2005
Wells Fargo Bank 1997 - 2002
Intel 1995 - 1996
Skills
Data Center, Cisco, Firewalls, Virtualization, Network Engineering, VMware, Cloud Computing, Network Architecture, Enterprise Architecture, Cisco Nexus, QoS, vSphere, WAN, VMware ESX, SAN, TCP/IP, BGP, Routing, Cisco Routers, Storage, OSPF, Routers, Switches, Network Security, Network Design, Servers, Infrastructure, Storage Area Networks, Architecture, VMware Infrastructure, VDI, Networking, Juniper, Security, Network Administration, Integration, System Administration, Telecommunications, Cisco IOS, Computer Security, Solution Architecture, IT Strategy, Hardware, Troubleshooting, Cisco Technologies, Disaster Recovery, VPN, Balloon Artist, Cat Herding, Doors
Education
Arizona State University, Ira A. Fulton College of Engineering and Applied Sciences 1997 — 2000
BSE, Computer Systems Engineering
Arizona State University - W. P. Carey School of Business 1988 — 1994
BS, Finance and Management
Ccie datacenter qualification exam
Wells Fargo Home Mortgage January 2013 - Present
Wells Fargo Bank 2011 - January 2013
Wells Fargo Bank November 2007 - September 2012
Wells Fargo Bank August 2010 - 2011
Wells Fargo Bank June 2009 - August 2010
Wells Fargo 2007 - 2010
Skills
Management, Loss Mitigation, Analysis, Credit, Loans, Loan Origination, Mortgage Lending, Consumer Lending, Risk Management, Call Center, Leadership, Call Centers, Banking, Underwriting, Analytics
Education
Arizona State University West 1996 — 1998
Wells Fargo Bank March 2005 - Present
Security Vault Works (General Contractor specializing in financial institutions & related equipment) April 2003 - February 2005
Rancho Santa Fe Technology (Infrastructure Communications & Bank Equipment Installation) January 2002 - January 2003
Wells Fargo Bank July 1999 - June 2001
VISA December 1998 - March 1999
Skills
Team Leadership, Banking, Project Management, Cross-functional Team..., Financial Services, Data Analysis, Change Management, Analysis, PMO, Visio, SharePoint, Program Management, Project Planning, Strategy, Management, Process Improvement, Risk Management, Business Analysis
Education
Thunderbird School of Global Management
MBA, International Marketing
University of Arkansas at Fayetteville
BSBA, Computer Information Systems / Quantitative Analysis
Arkansas State University
Commercial Art
Wells Fargo Bank
N/A, Banking
Wells Fargo Bank 1998 - Present
MicroAge 1993 - 1998
Skills
Enterprise Architecture, SDLC, Business Analysis, Banking, Vendor Management, SOA, Solution Architecture, Software Project..., Requirements Analysis, Integration, ITIL, Business Requirements, IT Strategy, Business Intelligence, Requirements Gathering, Process Improvement
Education
Arizona State University - W. P. Carey School of Business 2005 — 2006
M.S., Information Management
Arizona State University - W. P. Carey School of Business 1992 — 1996
B.S., Logistics Management
Child Youth and June 2013 - Present
Danville Services April 2012 - Present
Luke-Dorf, Inc. June 2011 - September 2011
Triple R Behavioral Health November 2004 - May 2011
Terros Behavioral Health July 2003 - November 2004
Discover Financial Services January 2002 - July 2003
Doudell Trucking May 1999 - January 2002
Wells Fargo Bank May 1997 - May 1999
Skills
Social Services, Group Therapy, Motivational..., Customer Service, Program Management, Adolescents, Case Managment, Psychology, Crisis Intervention, Mental Health, Behavioral Health, Psychotherapy, Healthcare, Training, Case Management
Education
Capella University 2011 — 2013
MS, Study of Human Behavior
Arizona State University West 2000 — 2003
Bachelor of Social Work, Social Work
Wells Fargo Bank 2004 - Present
DHL 2004 - 2005
Arizona State Retirement System 2001 - 2003
Motorola - SPS 2000 - 2001
WebMD 1998 - 2000
Motorola Solutions 1995 - 1998
First Data Corporation 1993 - 1995
GTE Health Systems 1991 - 1993
State Fund Mutual Insurance Company - Minnesota 1988 - 1991
Education
Arizona State University West
Master's, Master of Business Administration
Minnesota State University, Mankato
Bachelor's, Computer Science and Business
Mankato West
USAA October 2013 - Present
Wells Fargo Bank February 2011 - May 2013
Wells Fargo Bank April 2008 - February 2011
Wells Fargo Bank January 2006 - December 2007
Wells Fargo Bank June 2004 - December 2005
Costco Wholesale April 2000 - May 2004
Skills
Banking, Credit, Loans, Portfolio Management, Leadership, Commercial Banking, Finance, Sales, Management, Financial Services, Mergers & Acquisitions, Customer Service, Financial Analysis, Real Estate, Mortgage Lending, Call Centers, Commercial Lending
Education
Arizona State University - W. P. Carey School of Business
Bachelor of Science (B.S.), Global Business with a specialization in Marketing
Giant Food September 2008 - Present
GIANT FOODS of January 2008 - Present
US CENSUS Office April 2010 - August 2010
Wells Fargo Bank January 1990 - January 2007
Wells Fargo Home Mortgage January 1990 - January 2007
Wells Fargo January 1998 - January 2005
Prudential Home Mortgage January 1992 - January 1998
Skills
Business Analysis, Project Management, Lotus Notes, Computer Maintenance, Software Documentation, Troubleshooting, Access, Training, Visio, Networking, Customer Service, Leadership
Education
Frederick Community College
program, Computer Studies
Art Institute of Pittsburgh 1977 — 1979
Associate Specialized Technology
Art Institute of Pittsburgh
A.S., Associate of Science, Specialized TechnologyPhotography - Multimedia
UCSF Medical Center June 2008 - Present
Washington Mutual Card Services June 2006 - June 2008
CSC Consulting November 2004 - June 2006
Computer Sciences Corporation 2002 - 2005
Providian Financial September 2000 - November 2004
Providian Financial 2000 - 2004
Wells Fargo Bank 1990 - 2000
Skills
Active Directory
Education
Armstrong University 1979 — 1982
University of Tehran 1971 — 1976
BS, Economics
Alberti Photography October 2005 - Present
Wells Fargo Bank April 2002 - May 2007
Wells Fargo Financial January 2002 - 2004
Skills
Photoshop, Finance, Sales, Digital Photography, Advertising, Photography, Strategic Planning, Team Building, Fashion, Portrait Photography, Illustrator, Social Media, Social Media Marketing, Fine Art Photography, Image Editing
Education
ArtCenter College of Design 2007 — 2010
Photography
California State University San Marcos 1999 — 2002
BA, Communications, Business, Media
Army Navy Academy
Wells Fargo Bank July 2006 - Present
Wells Fargo Bank July 2005 - July 2006
Wells Fargo Bank January 2003 - July 2005
JP Morgan Chase Bank January 2001 - January 2003
Skills
Credit
Education
Grand Canyon University 2000 — 2002
MBA
Arizona State University, W. P. Carey School of Business 1996 — 2000
BS, Business/Marketing
Boeing Company July 2010 - Present
The Boeing Company August 2014 - September 2014
The Boeing Company January 2008 - June 2010
Wells Fargo Bank March 2002 - December 2007
Skills
Negotiation, Leadership, Team Building, Management, Team Leadership, Sales, Process Improvement, Purchasing, Risk Management, Analysis, Customer Satisfaction, Procurement, Forecasting, Security Clearance, Proposal Writing, Business Planning, Lean Manufacturing
Education
The Boeing Company 2014 — 2016
Grand Canyon University 2010 — 2012
MBA & MS in Leadership, Business & Leadership
Seattle University 2009 — 2010
Master's; Alber's School; Bachelors of Science, Business Administration; Business
Arizona State University - W. P. Carey School of Business 2002 — 2006
Institute for Supply Management (ISM)
Wells Fargo Senior Relationship ManagerWells Fargo & Co2009 - Present
Wells Fargo Bank 2008 - Present
Skills
Small Business Lending, Commercial Lending, Lines Of Credit, Treasury Management, Commercial Banking, Credit, Loans, Banking, Series 7, Cash Management, Series 63, Underwriting, Cash Flow, Loan Origination, Credit Analysis, Consumer Lending, Portfolio Management, Mortgage Lending, SBA
Education
Arizona State University - W. P. Carey School of Business 2000 — 2004
Wells Fargo June 2014 - Present
Wells Fargo Bank October 2009 - June 2014
Wachovia Bank April 2008 - October 2009
JPMorgan Chase June 2002 - April 2008
Skills
Wealth Management, Banking, Risk Management, Loans, Mortgage Lending, Commercial Banking, Process Improvement, Portfolio Management, Private Banking, Project Management, Project Planning, Sales Operations, Financial Statement..., Sales, Credit Analysis, Management
Education
Arizona State University, W. P. Carey School of Business 2010 — 2012
MBA, Finance and International Business
Arizona State University West 2004 — 2006
BA, Management and Leadership
Union Bank 2012 - Present
Cushman & Wakefield September 2006 - December 2011
PricewaterhouseCoopers 2004 - 2006
SunCor Development Company January 2001 - December 2001
NAI Horizon 1997 - 2000
Wells Fargo Bank 1992 - 1997
Skills
Real Estate, Due Diligence, Real Estate Development, Mergers, Negotiation, Property Management, Strategic Planning, Location Intelligence, Contract Negotiation, Business Development, Brokerage, Entitlements, Commercial Real Estate, Appraisals, Valuation, Mergers & Acquisitions, Acquisitions, Leases
Education
Arizona State University, W. P. Carey School of Business 1996 — 1998
MBA, Business Administration and Management, General
The University of Texas at Austin - Red McCombs School of Business 1976 — 1980
BBA, Real Estate & Finance
Christ's Church of the Valley August 2013 - Present
Grand Canyon University July 2008 - August 2013
First American Title August 2005 - July 2008
Wells Fargo Bank May 2000 - August 2005
Education
Grand Canyon University 2009 — 2012
Master's degree, Leadership
Arizona State University - W. P. Carey School of Business 2000 — 2004
B.S, Business Management
Wells Fargo Bank May 2004 - Present
Professional Color Processing Labs, Inc April 1984 - May 2004
United States Naval Reserve December 1989 - December 1997
Presentation Graphics January 1992 - January 1993
Skills
Budgets, Customer Service, Portfolio Management, Real Estate, Time Management, Leadership, Marketing, Banking, Outlook, Investments, Customer Satisfaction, Lease Administration, Photography, Financial Analysis, Teaching, Microsoft Office, Asset Management, Invoicing, Property, Training, Leases, Account Reconciliation, Microsoft Excel, Data Entry, American History, Military History, Military Training, Political Science, Strategic Planning, Vendor Management
Education
St. Joe's University 1997 — 2004
Bachelor of Arts (BA), History, Political Science
Art Institute of Philadelphia 1983 — 1984
Photography
Wells Fargo February 2013 - Present
Wells Fargo Bank March 2008 - February 2013
Wells Fargo Financial October 2001 - February 2008
Skills
Banking, Cash Management, Sales, Small Business Lending, Credit Analysis, Consumer Lending, Portfolio Management, Loan Origination, Treasury Management, Risk Management, Customer Retention, Building Relationships, Commercial Banking, Commercial Lending, Credit, Loans, Management, Mortgage Lending, Fixed Income
Education
Arizona State University, W. P. Carey School of Business 1998 — 2001
BS, Marketing
Colorado Northwestern Community College 1996 — 1998
Associate's degree, Business Administration and Management, General
Navigant September 2013 - Present
Navigant Consulting September 2011 - September 2013
Navigant Consulting July 2008 - September 2011
Wells Fargo Bank 2005 - 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Mergers, Strategic Planning, Corporate Development, Due Diligence, Acquisition Integration, Strategy, Business Valuation, Business Strategy, Market Analysis, DCF, Private Equity, Mergers & Acquisitions, Management
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA
Arizona State University - W. P. Carey School of Business 2001 — 2005
BS
Bank of Oklahoma October 2010 - Present
1st Community Mortgage November 2009 - Present
St Community Mortgage November 2009 - Present
Aurora Loan Services May 2007 - Present
Edison 2000 - Present
New Century 1999 - Present
Wells Fargo (through Account Temps) CO April 2009 - October 2009
Wells Fargo Bank February 2009 - September 2009
Wells Fargo April 2009 - August 2009
Aurora Loan Services May 2007 - September 2008
Education
Art Institute of Colorado 2007 — 2008
Culinary, Culinary
Art Institute of Colorado 2007 — 2008
culinary
Arlington Academy 1991 — 1993
Cosmetology, Cosmetology
Fremd 1983 — 1987
english math
Wells Fargo Bank November 2007 - Present
Wells Fargo Home Mortgage September 2007 - November 2008
Education
Arkansas Tech University 2001 — 2004
Business Economics and Finance
JLL September 2015 - Present
Bank of America 2009 - August 2015
Jones Lang LaSalle May 2006 - October 2009
Wells Fargo Bank 2003 - 2006
Skills
Financial Modeling, Data Analysis, Negotiation, Real Estate Economics, Analysis, Portfolio Management, Risk Management, Financial Analysis, Loans, Valuation, Real Estate Transactions, Investments, Business Analysis, Asset Managment, Research, Statistical Modeling, Banking, Credit, Financial Services, Asset Management, Corporate Finance, Due Diligence, Mergers & Acquisitions
Education
Arizona State University West 1999 — 2001
Bachelors, International Business/Marketing
Wells Fargo April 2012 - Present
Wells Fargo Bank January 2008 - April 2012
Education
Arizona State University - W. P. Carey School of Business 2007 — 2009
MBA
University of Arizona 2001 — 2004
Finance, General
J.P.Morgan Private Wealth Management March 2011 - Present
JPMorgan Chase April 2007 - Present
JPMorgan Chase Bank, N.A. 2007 - Present
Wells Fargo Bank 1996 - 2007
Skills
Portfolio Management, Banking, Credit, Investments, Mortgage Lending, Wealth Management, Loans, Mutual Funds, Asset Management, Commercial Lending, Asset Allocation, Retirement Planning, Valuation, Alternative Investments, Strategic Financial...
Education
Arizona State University - W. P. Carey School of Business 2000 — 2002
MBA
Walsh College 1993 — 1995
BA, Finance
Arizona Business Bank August 2004 - Present
Wells Fargo Bank January 1996 - July 2004
Education
Arizona State University - W. P. Carey School of Business 2002 — 2004
Masters, Business Administration
Wells Fargo December 2007 - Present
Wells Fargo Bank 2007 - Present
North Star Bussiness Services, LLC February 2007 - December 2007
Bank of Nevada June 2005 - February 2007
Skills
Loans, Credit, Banking, Business Analysis, Customer Service, Business Development, Business Planning, Commercial Banking, Commercial Lending, Finance, Financial Analysis, Investments, Leadership, Management, Mortgage Lending, New Business Development, Risk Management, Sales, Sales Management, Small Business Lending
Education
Arizona State University, W. P. Carey School of Business 2003 — 2005
MBA
University of Nevada-Las Vegas - College of Business 2000 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
US Foods April 2009 - October 2009
BBVA Compass September 2007 - January 2009
Wells Fargo Bank April 2005 - September 2007
Skills
Financial Analysis, Financial Modeling, Forecasting, PeopleSoft, Budgets, Credit Analysis, Variance Analysis, Credit Risk, Process Improvement, Executive Presentations, Consulting, Budgeting, Budget Analysis, Pricing Analyst, Staffing Analysis, Presentations, Visual Basic, Analysis, Accounting
Education
Chandler/Gilbert Community College 2014 — 2017
Certificate
University of Phoenix 2004 — 2006
Master of Business Administration (MBA)
Arizona State University, W. P. Carey School of Business
Bachelor of Science
U.S. Trust February 2014 - Present
J.P. Morgan May 2013 - January 2014
JPMorgan April 2007 - May 2013
BBVA Compass 2000 - 2007
Wells Fargo Bank April 1993 - April 2000
Skills
Wealth Management, Banking, Commercial Lending, Loans, Portfolio Management, Commercial Banking, Credit, Credit Analysis, Mergers & Acquisitions, Real Estate, Investments, Financial Analysis, Financial Modeling, Asset Management, Strategic Financial..., Treasury Management, Corporate Finance, Cash Management, Securities, Private Equity, Capital Markets, Series 7, Financial Planning
Education
Arizona State University, W. P. Carey School of Business
Master of Business Administration (MBA)
The University of North Dakota
Bachelor of Accountancy
Mutual of Omaha Bank March 2013 - Present
Great Western Bank August 2009 - March 2013
Arizona Business Bank August 2004 - February 2009
Wells Fargo Bank June 1997 - August 2004
Skills
Banking, Credit, Commercial Banking, Commercial Lending, Loans, Small Business Lending, Credit Analysis, Portfolio Management, Underwriting, Financial Analysis, Credit Risk, Treasury Management, Cash Management, Mortgage Lending, Commercial Mortgages, Lines Of Credit, Risk Management, Asset Based Lending, SBA, Training, Consumer Lending, Mortgage Banking, Loan Origination, Finance
Education
Arizona State University, W. P. Carey School of Business 2002 — 2004
Masters; Executive MBA Program, Business Administration2004
University of Minnesota 1977 — 1981
Bachelor of Arts, Economics
Wells Fargo Bank Shift ManagerBlockbusterDecember 2003 - December 2007
Education
Arizona State University West 2006 — 2010
in progress, Business Management
Alberti Photography 2005 - 2009
Wells Fargo Bank 2006 - 2008
Wells Fargo Financial 2004 - 2006
Pioneer Services 2002 - 2004
Army and Navy Academy 1997 - 2003
Islands Restaurants 1998 - 2000
City of Scottsdale 1994 - 1997
Skills
Loans, Private Banking, Residential Mortgages, Financial Risk, Loan Servicing, Financial Services, Investments, Financial Analysis, Credit Risk, Strategic Financial..., Cash Flow, Home Equity Lines of..., Internet Banking, Credit, Risk Management, Asset, Branch Banking, Retail Banking, Mortgage Lending, Credit Analysis, Portfolio Management, Credit Cards, Lines Of Credit, Cash Management, FHA, Real Estate Financing, Mutual Funds, Underwriting, Relationship Management, Mortgage Banking, Cross Selling, Deposits, Commercial Banking, Funding, Securities, Loan Origination, Banking, Financial Structuring, Payments, Consumer Lending, Retirement Planning, Wealth Management, Finance, Refinance, AML, Asset Managment, Insurance, Small Business, Series 7, Series 63
Education
Art Center College of Design 2007 — 2010
Photography
Cal State San Marcos 2000 — 2002
Bachelors, Communications
Miramar Regional Lifeguard Academy 1999 — 1999
Open Water Rescue
Army Navy Academy
BBVA Compass December 2011 - July 2012
BBVA Compass May 2010 - December 2011
Wells Fargo Bank September 2006 - December 2008
Skills
Dreamweaver, Adobe Creative Suite, 3D Studio Max, InDesign, Illustrator, Texturing, Traditional Animation, Photoshop, Adobe Acrobat, Storyboarding, 3D Modeling, User Interface Design, Drawing, Mac
Education
Art Institute of Dallas 2004 — 2007
Computer Animation Art and Design
Robert Half Mangement November 2014 - Present
Wells Fargo Bank August 2000 - August 2013
Skills
Credit, Loans, Banking, Sales, Customer Service, Sales Management, Retail Banking, Retail, Relationship Management, Finance
Education
Arizona State University, W. P. Carey School of Business 1994 — 1999
Human Resource Management, Business Administration and Management, General
Pacific Coast Banking School
Certification in Banking Management, Banking Management
LWCA January 2007 - Present
Jason D. Farnsworth, PLLC 2006 - Present
Northern Trust January 2001 - March 2006
Wells Fargo Bank December 1992 - January 2001
Skills
Estate Planning, Estate Tax Planning, High Net Worth..., Trusts, Accounting, Financial Analysis, Securities, Mutual Funds, Wealth Management, Financial Reporting, Wealth, Financial Planners, Tax, Financial Services, CPA, Banking, Investment Advisory, Strategic Financial..., 401k, Small Business, Investments, Asset Management, Retirement Planning, Tax Accounting, Alternative Investments, Insurance, Asset Allocation, Retirement, Partnership Taxation, Finance, Credit, Business Valuation, Forensic Accounting, Cash Management, Portfolio Management, Asset Protection, Estate Administration, Tax Law, Tax Returns, Executive Management, Mergers & Acquisitions, Tax Preparation, Due Diligence, Financial Modeling, Auditing, Wills, LLC, Commercial Lending, Managerial Finance, Loans
Education
University of Notre Dame
Executive Certificate in Leadership and Management
Arizona State University, W. P. Carey School of Business
B.S and MBA, Accounting
BYU-Idaho
Accounting
Wells Fargo Home Mortgage December 2010 - Present
Wells Fargo Bank August 2010 - December 2010
Wells Fargo Financial December 2009 - August 2010
Education
Arizona State University - W. P. Carey School of Business 2006 — 2009
B.S, Business Adminstration (Finance)
University of Michigan Ross School of Business August 2011 - Present
Wells Fargo Bank November 2002 - August 2011
Education
University of Michigan 2011 — 2016
PhD, Finance
Arizona State University, W. P. Carey School of Business 2008 — 2010
MBA
Wells Fargo September 2010 - Present
Wells Fargo Bank June 2005 - October 2010
Wells Fargo June 1997 - June 2005
Skills
Loans, Credit, Commercial Lending, Banking, Small Business Lending, Portfolio Management, Consumer Lending, Retail Banking, Loan Origination, Relationship Management, Underwriting
Education
Arizona State University, W. P. Carey School of Business 2000 — 2005
Bachelor of Arts (B.A.), Business Administration and Management, General
Dinan & Company September 2011 - January 2012
Thrivent Financial for Lutherans August 2010 - June 2011
Wells Fargo Bank May 2006 - September 2008
Skills
Mergers, Series 7, Financial Planning, Financial Analysis, Excel, Financial Modeling, Financial Reporting, Asset Management, PowerPoint, Data Analysis, Investments, Valuation, Accounting, Market Research
Education
Arizona State University, W. P. Carey School of Business 2006 — 2010
Finance, International Business Certificate
Texas Department of State Health Services March 2014 - Present
Texas Department of State Health Services July 2010 - Present
Brazos Valley Obesity Prevention Network September 2009 - December 2009
Intellamed/MedRFP November 2007 - December 2008
Clinica Adelante, Inc. July 2006 - August 2007
Chase Bank October 2005 - June 2006
Wells Fargo Bank June 2003 - October 2005
Skills
Suicidal Ideation, Suicide Intervention, Grant Writing, Interviews, Program Evaluation, Training, Human Resources, Mental Health, Public Health, Research, Employee Relations, Recruiting, Employee Benefits, Program Management, Data Analysis, Public Speaking, Policy, Grants, Health Promotion, Health Education, Management, Administration
Education
Texas A&M Health Science Center 2007 — 2009
Master of Public Health, Social & Behavioral Health
Arizona State University West 2004 — 2006
BA, Psychology
Granite
Wells Fargo Bank September 2008 - August 2011
Travel Traders December 2007 - July 2008
Duane Reade April 2007 - January 2008
Skills
Microsoft Office, Typing 60 wpm, Flash, Internet, PC, Mac, Lotus Notes, Illustrator, Photoshop
Education
Art Institute of Philadelphia 2002 — 2006
Bachelors, Animation
Big Tool Box - Ace Hardware April 2011 - Present
Troybecca Properties LLC September 2007 - Present
Wells Fargo Bank July 2004 - August 2005
Federal Reserve Bank of Kansas City March 1999 - May 2004
PepsiCo October 1996 - March 1999
Skills
Entrepreneurship, Small Business, Public Speaking
Education
CSU Global 2013 — 2017
Bachelor's degree, Accounting
Art Institute of Colorado 2002 — 2002
Website Desgin Certification
Cadence Bank, N.A. September 2014 - Present
Cadence Bank, N.A. October 2013 - Present
Wells Fargo Bank October 2010 - July 2013
Blue Skye Lending January 2007 - October 2010
Skills
Banking, Credit, Commercial Banking, Commercial Lending, Consumer Lending, Credit Analysis, Credit Risk, Cross Selling, Customer Service, Finance, Financial Services, Hotels, Investments, Lines Of Credit, Loan Origination, Loans, Marketing, Mortgage Banking, Mortgage Lending, Portfolio Management, Refinance, Relationship Management, Residential Mortgages, Retail Banking, Sales, Small Business Lending, Treasury Management, Underwriting, Real Estate, First Time Home Buyers, Investment Properties, Short Sales, Management, Commercial Real Estate, REO
Education
Ashford University 2006 — 2009
Bachelor, Organizational Management
Security Home Mortgage June 2013 - Present
Wells Fargo Bank October 2005 - May 2013
Education
Arizona State University - W. P. Carey School of Business
Bachelor of Science (B.S.), Finance
Wholesale Service Exchange August 2011 - Present
CSW Contractors September 2010 - August 2011
Arizona State University August 2008 - May 2011
Wells Fargo Bank June 2009 - April 2010
Hard Rock Hotel May 2008 - August 2008
Skills
Management, Customer Service, Sales, Supply Chain Management, Customer Satisfaction, Finance, Human Resources, Accounting, Invoicing, Research, Credit, Merchandising, Access, Analysis
Education
Arizona State University, W. P. Carey School of Business 2008 — 2011
Bachelor of Science, Supply Chain Management
University of Colorado Boulder - Leeds School of Business
Business Administration, Finance Emphasis
Gateway Funding August 2013 - Present
Wells Fargo Bank December 2010 - April 2013
Tri Counties Bank July 2009 - November 2010
Skills
Credit, Portfolio Management, Financial Analysis, Alternative Investments, Credit Analysis, Small Business Lending, Loans, Real Estate, Commercial Lending, Team Building, Leadership, Credit Risk
Education
Arizona State University, W. P. Carey School of Business 1982 — 1984
Master of Business Administration (MBA)
University of Colorado Boulder 1978 — 1979