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
Farmers and Merchants Bank 2014 - Present
Wells Fargo Bank July 2011 - July 2014
Manufacturers Bank March 1993 - June 2011
Security Pacific/ Bank of America 1985 - 1993
Union Bank March 1979 - March 1985
Education
The Ohio State University
UCLA
Walnut Ridge, Ohio State
Wells Fargo Bank Account Manager, AVPWells FargoJuly 2013 - Present
Skills
Financial Analysis, Accounting, Banking, Portfolio Management, Budgets, Finance, Account Reconciliation, Microsoft Excel, Securities
Education
Texas Woman's University 2010 — 2011
Master of Business Administration (M.B.A.)
University of Houston 2000 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance
BNY Mellon October 2015 - Present
Wells Fargo bank October 2014 - March 2015
National American University September 2013 - July 2014
HSBC Bank February 2008 - August 2013
DAMAC Properties July 2006 - January 2008
Skills
sales and customer..., Problem Solving, Time Management, Team Leadership, Enjoy Working with..., Experience working with..., Staff Development, Credit Cards, Analysis, Loans, Customer Service, Leadership, Management, Microsoft Office, Negotiation, Team Building
Education
The American University in Cairo 2002 — 2007
Bachelor of Arts (BA), Economics
American International School 1996 — 2002
American Diploma, Economics
South Bay Auto Auction Inc. June 2011 - July 2011
TG Infosystems Inc. Pleasanton, CA January 2009 - April 2011
SanDisk 2006 - 2008
Bedford Properties 2004 - 2006
Wells Fargo Bank 2001 - 2003
Charles Schwab 1999 - 2001
Thrift Automation 1976 - 1999
Skills
Cloud Computing, Telecommunications, ITIL, Storage Area Networks, Integration, Virtualization, VMware, Enterprise Architecture, JavaScript, Data Center, Software Development, SaaS, System Architecture, Active Directory, Storage, Network Security, TCP/IP, Disaster Recovery, SAN, IT Management, VPN, Firewalls, WAN, IT Operations, Security, Switches, VMware ESX, Information Security, Routers, Cisco Technologies, NAS, Computer Security, System Administration
Education
The Johns Hopkins University 2015 — 2015
Certification, Data Scientist's Toolbox, 98
The Johns Hopkins University 2015 — 2015
Certification, Introduction to Genomic Technologies, 98.5
The Johns Hopkins University 2015 — 2015
Certification, Getting and Cleaning Data, 96.8
University of California Irvine 2015 — 2015
Certification, Initiating and Planning Projects, 94
University of California Irvine 2015 — 2015
Certification, Budgeting and Scheduling Projects, 93
University of California, Irvine 2015 — 2015
Certification, Managing Project Risks and Changes, 100
University of Pennsylvania - The Wharton School 2015 — 2015
Certification, Gamification 96
SDSN.edu 2014 — 2015
Certification, Climate Change Science and Negotiation, 97
UCSF Medical School San Francisco, CA. 2014 — 2014
Certification, Genomic and Precision Medicine, 88.7
University of Maryland 2014 — 2014
Certification, Programming Mobile Applications for Android Handheld Systems, 95.25
Ernst & Young July 2014 - Present
Ernst & Young July 2012 - July 2014
PricewaterhouseCoopers January 2011 - August 2012
Wells Fargo Bank 2004 - 2010
Wells Fargo Bank June 2008 - November 2008
Wells Fargo Bank May 2007 - June 2008
Wells Fargo Bank May 2006 - May 2007
Wells Fargo Bank November 2004 - May 2006
American Enterprise Institute 2004 - 2004
Embassy of Israel 2003 - 2004
Skills
Financial Modeling, Machine Learning, Data Analysis, Analysis, Valuation, Fixed Income, Financial Analysis, Risk Management, Data Mining, Due Diligence, Securities, R, Project Management, Financial Risk, Capital Markets, Financial Services, Business Analysis, Economics, Bloomberg, SQL, Management Consulting, Internal Controls, RMBS, Workflow Diagrams, Access Database, Securitization, T-SQL, Dodd-Frank, Professional Services, Operational Risk
Education
The Johns Hopkins University - Carey Business School 2007 — 2009
Master of Science of Finance, Finance
The George Washington University 2001 — 2004
BS, Economics
MassMutual Financial Group November 2013 - Present
Wilmington Trust, subsidiary of M&T Bank May 2013 - October 2013
Bank of America February 2012 - May 2013
Wells Fargo Bank October 2010 - October 2012
Wells Fargo Bank February 2010 - October 2010
The Hartford September 2008 - February 2010
Metris Companies 2002 - 2005
Skills
Financial Services, Finance, Leadership, Relationship Management, Banking, Sales, Investments, Risk Management, Sales Management, Mutual Funds, Disability Insurance, Organizational..., Building Relationships, Entrepreneurship, Insurance, People Leadership, Business Development, Fixed Annuities, Small Business, Wealth Management, Corporate Finance, Business Strategy, Managerial Finance, Pre-sales, Retirement Planning, 401k plans, Variable Annuities, Retirement, Change Management, Credit, CRM, Loans, Long Term Care Insurance, Salesforce.com, Sales Presentations, Strategic Financial..., Sales Process, New Business Development, Prospecting Skills, Consultative Style, Trusts, Asset Management, Retail Banking, Wholesale, Territory Development, LEAP, Fusion Training, Salesforce Training, The Sequoia System, Wholesale Insurance
Education
The American College 2014 — 2015
CLU - Chartered Life Underwriter, Advanced Insurance Specialization
The College of St. Scholastica 2009 — 2013
Masters of Business Administration, Business Leadership, Organizational Development
The College of St. Scholastica 2009 — 2011
Masters of Arts, Finance
University of Wisconsin-Superior 2004 — 2008
Business Administration, Finance
SSHS 1997 — 2001
High School Diploma, General Education
Thermo Fisher Scientific January 2014 - Present
Thermo Fisher Scientific February 2012 - January 2014
Wells Fargo Bank December 2010 - February 2012
Trillium Services May 2010 - November 2010
Trillium Services, Inc March 2009 - November 2010
Maurices Clothing Store August 2007 - December 2007
Caribou Coffee April 2007 - December 2007
Spherion May 2006 - August 2006
Skills
Team-orientated, Goal Oriented, Strongly self-motivated, Networking, Communicative Skills, Interpersonal...
Education
The College of St. Scholastica 2005 — 2009
Biology, Biology
Allegis Group May 2013 - Present
Wells Fargo October 2012 - May 2013
Wells Fargo September 2003 - October 2012
Wells Fargo Bank 1997 - 2003
Ryland Mortgage September 1985 - September 1997
Skills
Technology Management, Leading Change, Leadership Development..., Team building, Organizational Culture, Staff Retention, Vendor Management, Business Analysis, Project Portfolio..., Software Project..., SDLC, Business Process Design, Communication Skills, Managing Large Budgets, Technical Hiring, Requirements Analysis, Management, Process Improvement, Project Management, CRM, Team Building, Integration, PMO, Enterprise Architecture, Business Intelligence, Requirements Gathering
Education
Salem International University 1979 — 1981
Bachelor of Science (B.S.)
The Johns Hopkins University 1999 — 2001
Continued Education, Management Information Systems, General
Wells Fargo January 2012 - 2014
Wells Fargo Bank April 2011 - January 2012
Vail Resorts August 2010 - March 2011
Cleveland Botanical Garden May 2007 - August 2010
Skills
Customer Service, Analysis, Loans, Sales, Management, Finance, Marketing, Microsoft Excel, Leadership, Strategic Planning, Time Management, Risk Management, Outlook, Social Media, Team Building, Microsoft Office, Process Improvement
Education
The College of Wooster 2003 — 2007
BA
Wells Fargo Bank February 2014 - Present
Wells Fargo Wealth Management Group October 2013 - February 2014
Silicon Valley Bank May 2013 - September 2013
Berkshire Hathaway Homestate Companies October 2012 - April 2013
ComSys December 2010 - June 2012
GMB Services June 2003 - June 2012
Wells Fargo January 2009 - June 2010
State of California - Administrative Offices of the Courts February 2008 - December 2008
Wells Fargo Bank 2006 - 2008
Calif Admin Offices of the Courts 2005 - 2006
Skills
SDLC, RUP Methodologies, Scrum, Project Management, MS Project, Agile & Waterfall..., Meeting Planning and..., Business Analysis, Risk Management, Vendor Management, Program Management, Software Project..., Requirements Gathering, Agile Methodologies, Strategy, Databases, Leadership, Testing, Business Process..., Business Process, Team Building, Project Planning, Software Documentation, Management, Integration, Oracle, Requirements Analysis, Data Center, PMO, PMP, Visio, Banking, Business Intelligence, IT Strategy, Project Portfolio..., IT Management, Process Improvement, SharePoint, Resource Management, Consulting, Business Requirements, Enterprise Architecture, Project Delivery, Agile Project Management, Software Development, Systems Analysis, Data Warehousing, Cross-functional Team..., Information Technology, CRM
Education
University of Maryland College Park 1976 — 1980
B A, Independent Studies - Modern Jewish History and Hebrew Literature
The Hebrew University 1977 — 1978
Hebrew, Jewish history
Machon LeMadrechei Chutz La'Aretz
US Bank Private Client Group July 2007 - Present
Wells Fargo Bank 2002 - 2007
Wells Fargo Bank 1998 - 2002
Skills
Banking, Accounts Payable, Portfolio Management, Credit, Investment Banking, Credit Analysis, Capital Markets, Investments, Financial Analysis, Business Analysis, Equities, Credit Risk, Financial Modeling, Loans, Valuation, Analytics, Fixed Income, Analysis, Corporate Finance, Risk Management, Retail Banking
Education
Brainerd Community College 1987 — 1988
Associate of Arts and Sciences (AAS), Business Management
Brainerd AVTI 1986 — 1988
Diploma, Sales & Marketing, 2 yr degree
The College of St. Scholastica
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
StartupTAP 2012 - Present
Wiredrive 2014 - Present
TaskUs 2014 - Present
NuORDER Inc. 2013 - May 2014
TigerText 2012 - April 2014
Sharpdots 2008 - 2012
AS TWO 2008 - 2009
Wells Fargo Bank 2004 - 2008
Skills
Start-ups, Talent Acquisition, Emerging Technologies, Start-up Consulting, Lean Startup, CRM, Direct Marketing, Social Media Marketing, New Business Development, Online Advertising, Strategy, Sales Management, Photoshop, Recruiting, Art Direction, Technology Trends, Marketing Strategy, Trend Analysis, Entrepreneurship, Digital Marketing, Direct Sales, Banking, Salesforce.com, Private Banking, Financial Management
Education
The Art Institute of California-San Diego
Bachelor of Arts (B.A.)
University of Southern California
Bachelor of Fine Arts (BFA), Fine and Studio Arts, Business Administration
Skill Scout July 2014 - Present
workforce.io January 2014 - June 2014
gravitytank January 2010 - June 2014
gravitytank March 2010 - June 2011
Platt Retail Institute September 2009 - March 2010
The Chicago School of Professional Psychology April 2009 - September 2009
The Chicago School of Professional Psychology October 2008 - September 2009
Wells Fargo Bank May 2007 - May 2008
Skills
SPSS, Project Management, Training, Research, Qualitative Research, CRM, Data Analysis, Research Design, Organizational..., Exit Surveys, Psychology, Survey Design, Job Analysis, Quantitative Research, Leadership, Program Management, Leadership Development, Strategic Planning, Public Speaking, Management, Recruiting, Nonprofits, Strategy
Education
The Chicago School of Professional Psychology 2008 — 2010
MA, Industrial / Organizational Psychology
University of Northern Iowa 2003 — 2007
BA, Sociology / Psychology
Personal Best Fitness April 2015 - Present
First Citizens Bank November 2013 - April 2015
U.S. Bank September 2012 - November 2013
Wells Fargo Bank August 2006 - September 2012
The Sand Man Foundation September 2007 - December 2008
Skills
Banking, Credit, Portfolio Management, Small Business Lending, Loan Origination, Consumer Lending, Treasury Management, Loans, Commercial Lending, Financial Analysis, New Business Development, High Net Volume..., Business Mediation, Small Business, Strategic Financial..., Management, Business Development, Team Building, Underwriting, Cash Flow Forecasting, Retail Banking, Financial Planning
Education
The Evergreen State College 2005 — 2009
BS, Micro/Macro Economics
Menaul School
University of Wisconsin - Superior April 2015 - Present
Expand Your Horizons Group February 2013 - Present
Wells Fargo Bank August 2009 - September 2012
Wells Fargo Bank June 2008 - September 2009
Wells Fargo August 2005 - June 2008
Skills
Marketing, Leadership, Sales, Customer Service, Banking, Loans, Social Media, Marketing Strategy, Management, Consumer Lending, Small Business Lending, Lines Of Credit, Commercial Lending, Facebook, Small Business, Time Management, Online Advertising, Marketing Plan Creation, Social Media Marketing, Consulting, Strategic Planning, Advertising, Social Networking, Coaching, Team Building, Business Development, Digital Marketing, Digital Strategy, SEM, SEO, Marketing Communications, Online Marketing, Marketing Management, Social Entrepreneurship
Education
The College of St. Scholastica 2010 — 2012
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
University of Wisconsin-Superior 1998 — 2002
Bachelor of Arts, Marketing and Management
Wells Fargo Bank August 2011 - Present
Wells Fargo Bank 2005 - August 2011
Skills
Banking, Credit, Loans, Wealth Management, Relationship Management, Mortgage Lending, Small Business Lending, Recruiting, Candidate Generation, Qualifying Candidates, Building Relationships, Commitment to Customer..., Consumer Lending, Sales, Retail Banking, Training, Investments
Education
The College of New Jersey 2001 — 2005
B.S Business Administration, General Business
Wells Fargo Bank October 2009 - Present
HSBC May 2008 - October 2008
National City Bank October 2005 - May 2008
Skills
Banking, Commercial Banking, Business Development, Finance, Investment Banking, Commercial Lending, Credit, Financial Analysis, Financial Modeling, Investments, Loans, Management, Mergers, Portfolio Management, Relationship Management, Sales Operations, Trading, Wealth Management, Risk Management
Education
The Catholic University of America 1985 — 1989
BA, Economics and Financial Management
Wellington Management October 2008 - Present
Wells Fargo Bank July 2006 - September 2008
Skills
Business Intelligence, Datastage, IT Strategy, Data Warehousing, SDLC
Education
Martin-Luther-Universität Halle-Wittenberg
M.S
Comerica Bank July 2014 - Present
Better Business Bureau Serving Central, Northern & Western Arizona 2011 - Present
Wells Fargo Bank April 2013 - July 2014
Wells Fargo January 2007 - April 2013
Umpqua Bank February 2003 - December 2006
Skills
Banking, Credit, Small Business Lending, Commercial Banking, Commercial Lending, Credit Analysis, Loans, Finance, Lines Of Credit, Commercial Real Estate, Loan Origination, Commercial Mortgages, SBA, Mortgage Lending, Portfolio Management, Refinance
Education
The Master's College 1998 — 2000
BA, Organizational Managment
Long & Foster, REALTORS April 1999 - Present
Long & Foster Real Estate, Inc. April 1999 - Present
Wells Fargo Bank June 1981 - July 1986
Skills
ABR (Accredited Buyer..., CRS (Certified..., Notary Public, GRI (Graduate, REALTOR..., New Home Sales, First Time Home Buyers, Sellers, Move Up Buyers, Referrals, Real Estate, Relocation, Investors, Residential Homes, Marketing, Investments, Listings, Foreclosures, Single Family Homes, Short Sales, Buyer Representation, ABR, Property, Real Property, New Homes, Townhomes, Buyers, Condos, REO, FHA, Real Estate Transactions, Investment Properties, Seniors
Education
The George Washington University - School of Business 1979 — 1981
MBA, Marketing
University of Arizona 1967 — 1969
MS, Mathematics
The University of Kansas 1963 — 1967
BA, Mathematics
Sacred Heart Schools June 2014 - Present
Convent of the Sacred Heart High School May 2013 - Present
Turnaround for Children September 2012 - May 2013
Partnership with Children January 2012 - August 2012
Wells Fargo Bank September 2009 - January 2012
Salamander Hospitality June 2009 - August 2009
Making Cents International January 2009 - April 2009
Pacific Foundation Services June 2006 - August 2007
Skills
Non-profits, Educational Consulting, School Social Work, Partnership-building, Coordinating Programs, Project Management, Internships, Social Enterprise, Social Networking, Philanthropy, Strategic Consulting, Recruitments, Microsoft Office
Education
Columbia University School of Social Work 2012 — 2013
Master of Science in Social Work (MSSW), Non-Profit/Public/Organizational Management, Field of Study: School Based/School Linked Services
The George Washington University 2006 — 2009
BA, Women Studies, Cum Laude
Convent of the Sacred Heart High School 2001 — 2005
Wells Fargo Bank April 2007 - Present
Education
The Ohio State University
Clear Financial Solutions 2010 - Present
Fifth Third Bank 2006 - 2010
Wells Fargo Bank 2002 - 2006
Morgan Stanley January 1998 - January 2002
Skills
Investment Properties, First Time Home Buyers, Condos, Relocation, Short Sales, REO, Credit Management, Budgets, Consulting, Foreclosures, Mortgage Banking, Referrals, Marketing, Property Management, Loan Origination, Residential Mortgages, Buyer Representation, Mortgage Underwriting, Home Equity Loans, Finance, Home Equity Lines of..., Debt Consolidation, Lines Of Credit, Consumer Lending, Property, Single Family Homes, Construction Loans, HUD, USDA, New Home Sales, FHA financing, Listings, Move Up Buyers, VA loans, Investors, Reverse Mortgages, Certified Mortgage..., Commercial Real Estate, Disposition, Government Loans, Home Staging, Leases, Loss Mitigation, Luxury, Non-Conforming, Real Estate Development, Real Estate License, Apartments, Real Estate Financing, Rentals
Education
The Defiance College 1995 — 1997
Van Wert High School 1973 — 1977
High School Diploma, General Studies
Wells Fargo Bank October 2010 - Present
FDIC February 2009 - October 2010
PERAVES 2007 - 2010
Indymac Bank July 2000 - September 2008
Bank of America May 1995 - July 2000
First Federal Bank 1992 - 1995
Skills
Mortgage Banking, Receiverships, Construction Loans, Wholesale, Conforming, Mortgage Lending, Commercial Mortgages, Mortgage Industry, Non-Conforming, Lines Of Credit, Residential Mortgages, FHA, Loan Origination, Subprime, Underwriting, Reverse Mortgages, Commercial Lending, Consumer Lending, Refinance, Mortgage, Origination, Loan Structuring, Cross Selling, Credit, Closings, Loans, Banking, VA, Conventional, Credit Analysis, High Net Worth..., Brokers, Rates, Escrow, Wealth Management, Appraisers, Referrals, Real Estate Finance, Real Estate Financing, Brokerage, Investors, Residential, Mortgage Planning, Purchase, Investment Properties, VA loans, REO, Real Estate, Loss Mitigation, Foreclosures
Education
Boston University 2007 — 2013
Banking and Financial Services
Antioch University 1978 — 1980
Bachelors, Business and Communication
American University of Paris 1977 — 1978
Bachelors, International Business
Wells Fargo November 2014 - Present
Wells Fargo Bank January 2009 - October 2014
Wachovia Bank January 2005 - December 2008
Education
The Boston Conservatory 1979 — 1983
Bachelor of Music, Music, Applied Voice
Wells Fargo June 2010 - Present
Wells Fargo Bank March 1984 - Present
Wachovia, A Wells Fargo Company 1984 - August 2010
Wachovia, A Wells Fargo Company 1984 - 2010
Skills
CA7, CA11, Autosys, Unix, TSO, ISPF, JCL, JIL, VSAM, Netcool, PICCT, PAC2000, TASK, MS Project, Lotus Notes, Software Documentation, Mainframe, MVS, Testing, Data Center, Visio, Business Analysis, NDM, SDLC, Process Improvement, SDSF, COBOL, DB2, Disaster Recovery, Quality Assurance, Operating Systems, BMC Remedy
Education
The George Washington University
ITIL; ASSOCIATE'S CERTIFICATE, IT SERVICE MANAGEMENT FOUNDATIONS; PROJECT MANAGEMENT
The George Washington University
ITIL; ASSOCIATE'S CERTIFICATE, IT SERVICE MANAGEMENT FOUNDATIONS; PROJECT MANAGEMENT
Wells Fargo Insurance Services 2014 - Present
Wells Fargo Bank 2009 - 2014
Wachovia Bank, NA 2008 - 2009
ABN AMRO Bank N.V. 1999 - 2008
ABN AMRO Bank N.V. 1996 - 1999
ABN AMRO 1991 - 1996
First Fidelity Bank 1989 - 1991
Skills
Banking, Commercial Banking, Portfolio Management, Credit Analysis, Capital Markets, Structured Finance, Loans, Credit, Investment Banking, Fixed Income, Credit Risk, Financial Risk, Finance, Risk Management, Treasury Management, Investments, Financial Structuring, Wealth Management, Insurance, Commercial Insurance, Property & Casualty...
Education
The College of William and Mary - The Mason School of Business 1988 — 1989
MBA Master of Business Administration, Finance & Statistics
The College of William and Mary 1983 — 1987
BA Bachelor of Arts, Economics
Wells Fargo Bank March 2012 - Present
Custom Decorators, Inc. June 2011 - August 2011
American Income Life Insurance Company November 2008 - February 2010
Comprehensive Club Management 2005 - 2007
Education
The Art Institute of Portland 2004 — 2008
BS, Media Arts & Animation
Community Banks of Colorado, a Division of NBH Bank, N.A. April 2014 - Present
Wells Fargo Home Mortgage August 2013 - 2014
Wells Fargo Bank June 2012 - June 2013
Wells Fargo Bank September 2011 - June 2012
Wells Fargo Bank April 2010 - September 2011
Wells Fargo Bank June 2008 - April 2010
Wells Fargo Bank December 2006 - May 2008
Bratton & McClow, LLC June 2002 - July 2006
Skills
Residential Mortgages, Refinance, VA loans, FHA financing, USDA, Government Loans, Loan Origination, Credit, Consumer Lending, Business Banking, Commercial Banking, Banking, Financial Services, Management, Retail Banking, Finance, Cross Selling, Commercial Lending, Customer Service, Credit Analysis
Education
Western State Colorado University 1995 — 2000
Chemistry, Education and AIB Banking Institute Certification
The University of Akron 1983 — 1985
Chemistry, Sophomore to Senior
The Ohio State University 1982 — 1983
Chemistry, Freshman
Lorain County Community College 1982 — 1984
Undergraduate General_Chemistry
Lorain High School 1979 — 1982
U.S. Department of Labor August 2012 - Present
Legal Services of Eastern Missouri May 2011 - August 2011
Washington University in St. Louis School of Law May 2011 - August 2011
Internship with Justice Teitleman 2011 - 2011
Louisiana Capital Assistance Center May 2010 - August 2010
Orleans Public Defenders February 2010 - April 2010
Wells Fargo Bank March 2006 - July 2009
Naval Research Enterprise Internship Program May 2005 - August 2005
Naval Research Enterprise Internship Program May 2004 - August 2004
Skills
Research, Courts, Litigation, Non-profits, Mediation, Employment Law, Legal Research, Legal Writing, Criminal Law, Editing, Westlaw, Civil Litigation, Policy Analysis, Public Policy, Trials
Education
Washington University in St. Louis School of Law 2010 — 2012
J.D., Law
Tulane University Law School 2009 — 2010
J.D, Law
University of Colorado at Boulder 2000 — 2005
B.S., Applied Mathematics, Minor in Economics
The American University in Cairo 2003 — 2003
Study Abroad, Arabic, Mathematics, International Relations
Breck School
High School Diploma
Wells Fargo November 2013 - Present
Wells Fargo December 2011 - October 2013
Investment Banking Institute October 2011 - November 2011
Wells Fargo Bank June 2011 - November 2011
Wells Fargo Bank August 2010 - May 2011
Aflac January 2010 - June 2010
Congress August 2008 - January 2009
Skills
Financial Modeling, Series 63, Mortgage Lending, Mergers & Acquisitions, Investment Banking, Finance
Education
Investment Banking Institute 2011 — 2011
Financial Modeling and Valuation
The Catholic University of America 2006 — 2010
B.S., Business administration, Finance and Marketing Concentration
Wells Fargo Home Mortgage February 2012 - Present
Bank of America December 2009 - January 2011
Wells Fargo Bank January 2008 - November 2008
Countrywide Home Loans April 2002 - January 2008
Charter Media January 2000 - January 2002
K-BIG 104.3 FM Radio January 1997 - January 2000
DIAGRAPH CORPORATION January 1994 - January 1997
MONARCH MARKING SYSTEMS January 1991 - January 1994
XSCRIBE CORPORATION January 1985 - January 1991
IBM CORPORATION January 1976 - January 1985
Skills
Voice Over, Announcer, Public Speaking, Mortgage, Loans, Banking, New Business Development, Cold Calling, Negotiation, Customer Relations, Team Building, Mortgage Lending, Consultative Selling, Fundraising, Account Management, Event Planning, Business Development, Credit, Sales Management, Selling, Customer Service, Marketing
Education
The Ohio State University 1972 — 1976
B.S., Finance/Marketing
Campbell Memorial High School 1968 — 1972
Diploma, College Preparatory
Insurance Office of America April 2013 - Present
Harden Associates February 2012 - February 2013
Avatar Associates July 2008 - July 2011
Zacks Investment Research 2005 - 2008
AIG SunAmerica October 2000 - November 2001
TCW Group January 1993 - July 1999
Wells Fargo Bank September 1989 - September 1993
Skills
Asset Allocation, Retirement Planning, Alternative Investments, Financial Advisory, Retirement, Equities, Pensions, Bonds, ETFs, Management, ERISA, Structured Products, Investments, Asset Management, Mutual Funds, 401k, Business Planning
Education
University of Notre Dame 1991 — 1993
MBA, International Finance
UCLA 1983 — 1988
BA, Political Science
London School of Economics and Political Science 1985 — 1986
International Law
St. Paul the Apostle
Robert Gatto Associates. LTD June 2011 - Present
David Potter & Associates January 2006 - May 2011
Wells Fargo Bank 1998 - 2011
Education
The Ohio State University 1973 — 1977
Wells Fargo Home Mortgage May 2013 - Present
Wells Fargo Bank September 2009 - May 2013
Field Research Corporation November 2005 - August 2009
Firemans Fund Insurance Company June 2004 - November 2005
Firemans Fund Insurance Company November 1999 - June 2004
General Electric Financial Assurance - Long Term Care Division June 1990 - November 1999
AMEX Life Assurance Company May 1986 - June 1990
AMEX Life Assurance Company July 1985 - May 1986
Coca-Cola USA July 1982 - June 1985
Control Data Corporation October 1979 - June 1982
Skills
SAS, Systems Analysis, Quality Assurance, Data Management, Data Analysis, Data Warehousing, Analysis, Databases, Statistics, Programming, Business Objects, Program Management, DB2, Data Mining, SPSS, Financial Risk, OLAP, Business Intelligence, ETL, Database Marketing
Education
The George Washington University 1979 — 1981
Work toward MS, Operations Research
The University of Georgia 1973 — 1977
BS, Computer Science, Statistics
Wells Fargo May 2013 - Present
Genworth Financial April 2012 - March 2013
Genworth Financial May 2011 - February 2012
Wells Fargo Bank November 2010 - May 2011
Jon Ric International July 2009 - December 2009
JPMorgan Chase (formerly Washington Mutual) July 2005 - July 2009
JPMorgan Chase March 2003 - April 2005
OhioHealth September 1998 - March 2003
Ciber 2002 - 2003
Skills
Process Improvement, Risk Management, Project Management, Change Management, Information Technology, Credit Cards, Test Management, Production Support, PMO, SDLC, PMP, Resource Management, Vendor Management, Business Operations, Business Process, Six Sigma, MS Project, Business Process..., Cross-functional Team..., Quality Assurance, Program Management
Education
The Ohio State University 1994 — 1998
BA, Economics
Wells Fargo April 2007 - November 2011
Wells Fargo Bank November 2005 - April 2007
JPMorgan Chase February 2001 - June 2005
Skills
proficiency in SEI,..., Investments, Portfolio Management, Investment Management, Mutual Funds, Equities, Uniform Combined State..., Fixed Income, Securities, Investment Strategies, Asset Allocation, Finance, Banking
Education
The Ohio State University - The Max M. Fisher College of Business 1996 — 2000
B.S., Finance
Wells Fargo October 2014 - Present
Advanced Business Strategies November 1988 - Present
Wells Fargo Bank January 1998 - September 2014
Education
The Ohio State University 1973 — 1991
Bachelor of Science, CIS/Marketing
U.S. Bank July 2014 - Present
Wells Fargo Bank June 2011 - July 2014
TIAA-CREF October 2010 - June 2011
Skills
Analysis, Analytics, AML, Portfolio Management, Financial Risk, Banking, Financial Services, SAS, Anti Money Laundering, Credit, Financial Analysis, Finance
Education
The Johns Hopkins University 2015 — 2017
Master of Science (MS), Applied Economics
University of North Carolina at Charlotte 2007 — 2011
BS (Summa cum laude), Economics
University of North Carolina at Charlotte 2007 — 2011
BA (Summa cum laude), Mathematics and Political Science
University of North Carolina at Chapel Hill 2001 — 2005
AB (Distinction), History
Carolinas HealthCare System January 2015 - Present
Carolinas Healthcare System August 2012 - January 2015
Wells Fargo Bank May 2011 - July 2012
Apple June 2007 - June 2011
Creature Factory January 2009 - May 2011
Revolution Boutique June 2010 - August 2010
Promosquad HitPredictor September 2008 - September 2009
Skills
Social Media, Marketing, Blogging, Social Networking, Social Media Marketing, WordPress, Time Management, Internal Communications, Public Relations, Digital Marketing, Email Marketing, Marketing Communications, E-commerce, Customer Service, Facebook, Strategy
Education
The College of Saint Rose 2005 — 2009
Bachelors, Public Communications and Marketing
Cambridge Central School 1992 — 2005
The Outback Steakhouse March 2013 - Present
Bixby's Cafe September 2010 - April 2011
Valentini's Italian Restaurant June 2010 - October 2010
State Farm Insurance October 2009 - June 2010
Duluth~Superior Magazine April 2009 - September 2009
WestmorelandFlint January 2008 - April 2009
Kitchi Gammi Club January 2001 - January 2007
Wells Fargo Bank January 1998 - January 2001
Education
The College of St. Scholastica 2007 — 2009
B/A, Marketing and Management
Better Finance, Inc. January 2010 - Present
Reed Solutions May 2008 - January 2010
Common Sense Media January 2009 - October 2009
Cake Financial April 2006 - March 2008
Intuit May 2005 - May 2006
Circular Bin Software January 2002 - May 2005
Wells Fargo Bank March 2002 - March 2005
Digital Insight/1View Network 2000 - 2002
Avolent 1997 - 1999
Iona Technologies October 1996 - March 1997
Skills
Ruby on Rails, Git, Ruby, JRuby, Start-ups, Software Engineering, Engineering Management, Payments, Java, Open Source Software, Technical Operations, Information Security, Financial Services, Budgets, Mobile Applications, Web Applications, Mobile Devices, jQuery, REST, Perl, Architecture, Subversion, MySQL, Agile Methodologies, Linux, JavaScript, Java Enterprise Edition, Test Driven Development, Amazon Web Services..., E-commerce, MongoDB, Distributed Systems, Scrum, Python, Scalability, JSON, Software Development, Node.js, Open Source
Education
The Ohio State University 1987 — 1994
BS
Total Intelligence Solutions, LLC/Terrorism Research Center September 2006 - Present
Wells Fargo Bank October 2004 - August 2005
Skills
Government, Security, Analysis, Intelligence Analysis, International Relations, Research, Translation, Intelligence, Politics, Management, Risk Assessment, Counterterrorism, National Security, International Security, Counterintelligence, Leadership, Policy, Program Management
Education
University of California, Santa Barbara 2000 — 2004
Bachelors, Political Science, International Relations
The American University in Cairo 2002 — 2003
Bachelors, Comparative Politics of Middle East
Wells fargo bank
Skills
Customer Service, Sales, Project Management, Risk Management
Education
The Art Institute of California-San Diego
Interior design
The Art Institute of California-San Diego
Interior design
Wells Fargo January 2013 - Present
Wells Fargo August 2012 - January 2013
Wells Fargo Bank January 2010 - August 2012
The Ohio State University September 2006 - January 2010
Citi April 2008 - June 2009
Skills
Event Planning, Fundraising, Leadership, Underwriting, New Business Development, Commercial Banking, Time Management, Commercial Lending, Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, Banking, Portfolio Management, Credit, Credit Analysis, Finance, Training
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2009
Bachelor's degree, Finance
Wells Fargo Bank August 2013 - Present
Skills
Customer Service, Microsoft Office, Public Speaking, Social Media, Research, Microsoft Word, Time Management
Education
The College of Idaho 1998 — 2002
B.A, Anthropology / Sociology
McKesson April 2014 - Present
IBM July 2011 - April 2014
Wells Fargo Bank November 2008 - July 2011
World Finance December 2007 - November 2008
DATCU Credit Union April 2007 - November 2007
Skills
HRIS, Microsoft Office, Taleo, Accounting, Applicant Tracking..., ADP Payroll, Recruiting, Sourcing, Interviews, New Hire Orientations, Screening, Technical Recruiting, Leadership, Payroll, Human Resources, Talent Acquisition, Employee Relations, Hiring, Onboarding, Management, Training
Education
Texas Woman's University 2003 — 2007
Bachelors, Business
Wells Fargo Bank November 2010 - Present
Education
The Manchester Metropolitan University 1993 — 1994
PGCE
Manchester University 1992 — 1993
M.A.
Birmingham Conservatoire 1989 — 1992
BA
EY August 2014 - Present
Accenture November 2011 - Present
Airbnb August 2014 - August 2015
Wells Fargo Bank October 2008 - October 2009
Morgan Stanley August 2007 - August 2008
Skills
Financial Modeling, DCF, Financial Analysis, Bloomberg, Industry Analysis, Capital Markets, VBA, Equity Research
Education
The Chinese University of Hong Kong 2013 — 2013
Master of Science (MS), Risk Management
University of San Francisco 2009 — 2010
MBA, Finance
University of California, Davis 2006 — 2008
Bachelor of Engineering (BEng), Electrical Engineering
MetroPCS August 2013 - March 2015
Sprint Nextel July 2007 - August 2013
Wells Fargo Bank March 2003 - April 2007
US Army November 1995 - November 2001
Skills
Sales Presentations, Sales, New Business Development, Customer Service, Selling, Forecasting, Telecommunications, Retail, Strategic Planning, Competitive Analysis, Coaching, Team Leadership, Wireless, Product Marketing, Training, Team Building, Management, Product Launch, B2B
Education
The George Washington University School of Medicine and Health Sciences 1995 — 1997
Associate of Science (A.S.), Biomedical Technology/Technician
Guardian Pest Solutions, Inc. February 2012 - Present
The Inn on Lake Superior September 2011 - February 2012
Days Inn Lambeau Field December 2009 - February 2012
Edgewater Resort & Waterpark Hotel & Conference Center February 2009 - February 2012
Wells Fargo Bank June 2007 - February 2009
Edgewater Resort & Waterpark Hotel & Conference Center April 2004 - June 2007
Clearchannel Radio 2005 - 2006
Skills
Hospitality, Hospitality Industry, Hotels, Banquets, Resorts, Customer Service, Customer Relations, Event Management, Promotions, Sales Management, Public Relations, Public Speaking, Marketing Communications, Social Media Marketing, Marketing Strategy, Human Resources, Organizational..., Safety, Social Media, Sales, Leadership Development, Coaching, Recruiting, Employee Relations, Leadership, Customer Satisfaction, Event Planning, Time Management, Training, Budgets, Interviews, Hiring, Employee Training, Team Building, Teamwork, Employee Benefits, Team Leadership, Conflict Resolution, Social Networking, Hospitality Management, Revenue Analysis, Cold Calling, New Hire Orientations, Hotel Management, Management
Education
The College of St. Scholastica 2009 — 2012
Master of Arts (M.A.), Management
University of Minnesota-Duluth 2005 — 2007
BA, Communication
Wells Fargo Bank April 2011 - Present
Wells Fargo Bank March 2008 - April 2011
Wells Fargo Bank July 2001 - March 2008
Wachovia Bank January 2000 - March 2001
Wachovia Bank July 1998 - July 2000
Bank of America (formerly NationsBank) July 1993 - August 1996
Skills
Banking, Finance, Commercial Banking, Portfolio Management, Training, Credit, Financial Analysis, Financial Modeling, Credit Analysis, Investments, Commercial Lending, Capital Markets, Relationship Management, Financial Services, Loans, Credit Risk, Management, Risk Management, Corporate Finance, Strategic Planning, Series 7
Education
The College of William and Mary - The Mason School of Business 1996 — 1998
MBA, Finance
University of Virginia 1989 — 1993
BA, English
Wells Fargo Bank June 2009 - Present
Education
Albertson College of Idaho 2001 — 2005
BA, Business
WeBank (前海微众银行) December 2014 - Present
PayPal April 2010 - Present
JPMorgan Chase & Co. October 2008 - August 2009
Washington Mutual July 2006 - October 2008
Wells Fargo Bank February 2003 - July 2006
NextCard February 2001 - December 2002
M4 Financial Inc. July 2000 - December 2000
Providian Financial June 1996 - July 2000
AT&T 1993 - 1996
Skills
Credit Risk, Fraud Prevention, Statistical Modeling, Operational Risk, Credit Cards, Loss Forecasting, Basel II, Enterprise Risk..., Economic Capital, Risk Management, Financial Risk, Analytics, Business Intelligence, Cross-functional Team..., Payments, Fraud, Credit, Risk Analytics, Operational Risk..., Financial Services, Data Mining, Financial Modeling, Forecasting, Portfolio Management, Retail Banking, Financial Analysis, Mobile Payments, Predictive Modeling, Credit Scoring, E-payments, Capital Markets, Leadership, Analysis, Fraud Detection, Banking, SAS, SAS programming, Quantitative Analytics, Risk Analysis, Governance, Predictive Analytics, Credit Analysis, Strategy, Business Analytics, Finance, Underwriting, Segmentation, Program Management, Management, Payment Card Processing
Education
The George Washington University 1993 — 1996
Ph.D., Operations Research
Xiamen University
Target Corporation 1997 - 2010
Target 1997 - 2010
Target 1997 - 2003
Target 1997 - 1997
Wells Fargo Bank 1994 - 1996
Wells Fargo Bank 1992 - 1993
Bank of America 1983 - 1991
Skills
ERP, Supply Chain, Retail, ITIL, CMMI, Identity & Access..., Business Intelligence, Date Warehouse, Logistics, ETL, EDI, Process Engineering, Testing, Program & Project..., Capacity Planning, Organizational..., Change Management, Implentation &..., Risk Management, Security & Compliance..., Merchandising Strategies, Program Management, Budgets
Education
The George Washington University 2003 — 2005
Masters Certificate, Project Management
University of North Carolina at Charlotte 1979 — 1983
BS, Accounting
Wells Fargo Bank December 2006 - Present
Wells Fargo September 2004 - June 2006
BMW Financial Services January 1998 - September 2001
Skills
Underwriting, Commercial Lending, Credit, Small Business Lending, Loans, Process Improvement, Outlook, Refinance, Banking, Lending, Credit Analysis, Financial Analysis, Peer Mentoring, Training & Development
Education
The Ohio State University Fisher College of Business 1995 — 1998
Bachelor's Degree, Accounting
Unversity of Cincinnati 1992 — 1995
Associate's Degree, Business Administration and Management, General
PwC April 2011 - January 2015
WELLS FARGO BANK January 2010 - March 2011
VISA Inc August 2006 - January 2010
WELLS FARGO BANK January 2005 - August 2006
OPEN GATES (Sydney Australia) 2002 - 2004
GEMALTO (former GEMPLUS) 1998 - 2000
SEGA 1997 - 1998
BANK OF AMERICA (former NATIONSBANK) 1997 - 1997
MICROSOFT CORPORATION 1995 - 1997
MICROSOFT CORPORATION February 1995 - December 1995
Skills
E-commerce, Management, Strategic Partnerships, Product Marketing, Start-ups, Strategy, Integration, Competitive Analysis, Financial Services, Project Management, Mobile Devices
Education
University of San Francisco 1985 — 1990
BSBA
The Australian National University 1989 — 1989
Midpeninsula Regional Open Space District June 2014 - Present
Bay Nature Institute November 2012 - Present
Intuit May 2012 - November 2014
Intuit December 2008 - May 2012
Wells Fargo Bank May 2003 - November 2008
Jamcracker 1999 - 2002
Wells Fargo Bank 1994 - 1999
Pyramid Technology 1992 - 1993
Bell Laboratories 1984 - 1989
Bell Laboratories (AT&T, Lucent Technologies) 1984 - 1989
Skills
Team Building, Program Management, Strategic Planning, Product Management, Product Development, Change Management, Start-ups, Software Development, Cross-functional Team..., SaaS, Organizational..., Leadership Development, Problem Solving, Team Management, Cloud Computing, E-commerce, Business Strategy, Mentoring, SOA, Team Leadership, Planning, Integration, SDLC, Strategy, Enterprise Software, Vendor Management, Entrepreneurship, Project Planning, Business Development, Management Consulting, Leadership
Education
The Ohio State University Fisher College of Business 1988 — 1989
MBA, Organizational Development
The Ohio State University 1977 — 1981
B.S./M.S., Computer & Information Science
Merrill Lynch/Bank of America August 2009 - Present
UBS July 2008 - April 2009
Morgan Stanley November 2007 - April 2008
NASD (FINRA) April 2007 - October 2007
Wells Fargo April 2006 - April 2007
Wells Fargo Bank April 2006 - April 2007
American Express Technologies October 2005 - April 2006
American Express October 2005 - April 2006
American Express Technologies December 2004 - April 2006
Prudential Financial September 2004 - December 2004
Skills
SDLC, Vendor Management, Requirements Analysis, Business Analysis, Visio, Requirements Gathering, Business Process..., Agile Methodologies, Integration, Business Process, User Acceptance Testing, Risk Management, Business Intelligence, Business Requirements, Analysis
Education
The College of New Jersey 1995 — 1998
Bachelor of Arts and Science, Biology & Philosophy
HSBC Securities February 2012 - Present
Merrill Lynch July 2011 - July 2012
Bunge Global Agribusiness April 2006 - June 2011
Wells Fargo Bank June 2004 - April 2006
Skills
SDLC, SOA, Quality Assurance, Software Project..., Business Analysis, Testing, Leadership, Management, ERP, PMP, Requirements Analysis, Business Intelligence, Outsourcing, Systems Analysis, SQL, Vendor Management, Business Process, IT Management, Integration
Education
University of Massachusetts Dartmouth 2001 — 2004
MS, Computer Engineering
The Maharaja Sayajirao University of Baroda 1996 — 2000
BE, Electrical Engineering
Bharatiya Vidya Bhavans
Don Bosco
Maharaja Sayajirao University
Wells Fargo Bank 1988 - Present
Wells Fargo Bank 2002 - 2007
Skills
SDLC, Weblogic, Enterprise Architecture, SOA
Education
The George Washington University
FIS March 2015 - Present
Big Boy Real Estate 2012 - February 2015
Brian Barnhart Inc. 2011 - February 2015
Charles Schwab Bank September 2000 - 2011
Wells Fargo Bank 1994 - 2000
Eire Direct Marketing LLC 1992 - 1994
Valley National Bank of Arizona (now JPMorgan Chase) 1991 - 1992
First Card (now JPMorgan Chase) 1989 - 1991
Huntington National Bank 1987 - 1989
Bank One, Columbus NA (now JPMorgan Chase) 1978 - 1987
Skills
Strategy, Project Management, Leadership, Credit Cards, Management, Banking, Credit, Loans, Relationship Management, Financial Services, Process Improvement, Risk Management, Financial Analysis, Business Process, Sales, Marketing, Commercial Banking
Education
The Ohio State University 1977 — 1981
Bachelor of Arts, Political Science & German Literature
UCSF Occupational Health 2011 - Present
UCSF Medical Center 1999 - Present
SFGH Urgent Care 2008 - 2012
Wells Fargo Bank 1993 - 1995
Wells Fargo 1993 - 1994
First Nationwide Bank 1991 - 1993
Skills
Occupational Health, Occupational Health..., Nurse Practitioners, Nursing, Workers Compensation, Primary Care, Urgent Care, Ergonomics, Public Health, Vaccinations, Biosafety, Project Management, Clinic Management, Outpatient Orthopedics, Employee Engagement, Writing, Healthcare Management, Healthcare Information..., Research, Hospitals
Education
University of California, San Francisco 1995 — 1998
Master of Science, Occupational Health Nursing, Adult Nurse Practitioner
The College of Idaho 1985 — 1989
BA, Music and History
Griffith Laboratories December 2011 - Present
Griffith Laboratories May 2007 - December 2011
Pliant Corporation 2004 - 2007
Pliant Corporation 1999 - 2004
Pliant Corporation 1998 - 1999
Pliant Corporation 1997 - 1998
Wells Fargo Bank 1995 - 1997
Skills
Forecasting, Cost Accounting, Accounting, Managerial Finance, Accounts Payable, Variance Analysis, Process Improvement, Budgets, Consolidation, JD Edwards, Manufacturing, Supply Chain, Analysis, Auditing, Fixed Assets, Finance, Management, Financial Reporting, Internal Audit, Leadership, Cash Flow, Financial Analysis
Education
The College of William and Mary - The Mason School of Business 2005 — 2007
Master of Business Administration (M.B.A.)
University of Utah 1995 — 1999
Bachelor of Science, Accounting
Wiener realty 1980 - Present
Home Loan Bank of San Francisco 1973 - 1977
Wells Fargo Bank 1970 - 1973
Education
The Ohio State University 1952 — 1956
Wells Fargo Bank April 2008 - Present
Nielsen Entertainment 2006 - March 2008
Tata Consultancy Services March 2004 - March 2008
Bear Stearns 2004 - 2006
Clearship Infotech 2001 - 2004
Mediaware International 1999 - 2001
Sharp & Tannan 1993 - 1996
Skills
IIS, .NET, XML, Microsoft SQL Server, Software Development, Databases, Management, ASP.NET, Database Design, Visual Basic, C#, Oracle, Analysis, Requirements Analysis
Education
The Institute of Chartered Accountants of India 1993 — 1995
Act Tech, Finance, Accounting, Computers
University of Mumbai 1988 — 1993
Bachelor's degree
OLPS
SSI
Heitman Capital Management 2015 - Present
Ares Management 2011 - 2012
Wrightwood Capital 2006 - 2011
Wells Fargo Bank 1997 - 2004
Skills
Due Diligence, Asset Management, Real Estate, Real Estate Economics, Valuation, Disposition, Asset Managment, Investments, Commercial Real Estate, Real Estate Transactions
Education
The John Marshall Law School 1992 — 1994
Doctor of Law (J.D.)
Washington University in St. Louis 1984 — 1988
Bachelor of Arts (B.A.), English Language and Literature/Letters
Germantown Friends School 1972 — 1984
In Transition September 2008 - Present
Wells Fargo Bank March 2004 - August 2008
Wells Fargo June 2000 - March 2004
Wells Fargo 1998 - June 2000
Wells Fargo 1996 - 1998
Wells Fargo March 1994 - 1996
Amdahl Corporation 1979 - 1994
Coastal Corporation February 1978 - June 1979
Battelle Memorial Institute 1977 - 1978
Xerox 1976 - 1978
Skills
Change Management, Management, Coaching, Training, Leadership, CRM, SQL, Business Analysis, Project Planning, Software Documentation, Integration, Project Portfolio..., Strategic Planning, Program Management, Cloud Computing, Project Management, Consulting, SDLC, Access, Vendor Management, Business Process...
Education
The Ohio State University
Bachelor of Arts, Computer Science (Math)
The Ohio State University
Master of Science, Computer Science
Wells Fargo Bank December 2009 - Present
Johnson Bank May 2003 - December 2009
LaSalle Bank 1998 - 2002
Skills
Management, Strategy, Banking, Finance, Negotiation, Due Diligence, Portfolio Management, Commercial Banking, Analysis, Financial Analysis, Commercial Lending
Education
University of Wisconsin-Madison 2005 — 2007
Exec MBA
The Ohio State University 1994 — 1998
BA, Business
Getten Credit Company May 2008 - Present
Wells Fargo Bank September 1999 - May 2008
Skills
Small Business Lending, Lines Of Credit, Credit Analysis, Finance, Consumer Lending, Commercial Banking, Credit, Commercial Lending, Loans, Retail Banking, Banking, Wealth Management, Underwriting
Education
The College of St. Scholastica
Business Management
McKesson January 2011 - Present
Wells Fargo Bank September 2009 - January 2011
IBM Global Business Services February 2004 - April 2009
IBM Global Industries March 1996 - February 2004
IBM June 1976 - March 1996
Skills
Planning, PMP, PMO, Integration, ITIL, Project Planning, Business Development, Data Center, Enterprise Architecture, Designing, Business Intelligence, Management, Process Improvement, Outsourcing, IT Strategy, Program Management, Project Portfolio..., Six Sigma, Strategy, Telecommunications, Testing, Service Delivery, Project Management, Wireless
Education
The George Washington University 1997 — 1999
Masters Certificate, Project Management
University of Illinois at Chicago 1971 — 1976
BS with Honors, Science Education
Wells Fargo Bank March 1995 - Present
Skills
Commercial Credit, Commercial Lending, Operational Risk..., Credit Analysis, Loans, Commercial Banking, Credit Risk, Banking, Portfolio Management, Financial Risk, Operational Risk, Risk Management, Capital Markets, Cash Management, Small Business Lending, Asset Based Lending
Education
Winthrop University 1990 — 1992
Master of Business Administration (M.B.A.), Accounting and Finance
The Ohio State University 1980 — 1984
Bachelor of Science in Business Administration, Business Administration, Management and Operations
Everest Wealth Management, Inc. January 2014 - Present
Wells Fargo Bank August 2002 - January 2014
Skills
Portfolio Management, Residential Mortgages, CMBS, CDO, MBS, Structured Finance, Structured Products, ABS, Financial Services, Loans, Manage Client..., Transaction Management, Global Cash Management, Banking, Sales, Financial Risk, Management, Risk Management
Education
The American College 2014 — 2014
RICP Retirement Income Certified Planner
The Johns Hopkins University - Carey Business School 2002 — 2004
M.B.A., International Finance
Virginia Polytechnic Institute and State University 1998 — 2002
BS, Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 1998 — 2002
BS, Finance
Evans Hotels April 2014 - Present
Evans Hotels April 1993 - March 2014
Evans Hotels April 1984 - March 1993
Wells Fargo Bank August 1981 - April 1984
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1979 — 1981
MBA, Business
University of Colorado at Boulder 1973 — 1977
BA, English
Google June 2012 - November 2013
St Endellion/Nektan August 2011 - February 2012
Infocrossing/Wipro July 2011 - August 2011
Wells Fargo Bank July 2010 - March 2011
BlackRock December 2009 - July 2010
Barclays Global Investors February 2008 - December 2009
Charles Schwab August 2007 - December 2007
Wells Fargo & Co. 2002 - 2006
Pacific Gas and Electric Company April 2000 - April 2001
System Management Specialists/Esprit d'Corp November 1999 - April 2000
Skills
Business Analysis, PMO, PMP, Integration, Business Process, Business Process..., SDLC, Visio, Sybase, Vendor Management, Software Project..., Project Portfolio..., Waterfall, Agile Methodologies, IT Strategy, MS Project, Software Development, Software Documentation
Education
Brandeis University, Heller - The Heller School for Social Policy and Management 1984 — 1985
MMHS, Masters Management of Human Services
Wheelock College 1980 — 1984
BS, ECE
Wells Fargo Bank October 2010 - Present
Commerce Bank February 2008 - October 2010
United Prairie Bank January 2003 - February 2008
Strong Investments January 2002 - October 2002
UBS January 1999 - January 2002
Education
The College of St. Scholastica 1998 — 2002
BA, Applied Economics
Farm Bureau Financial Services December 2003 - Present
Liberty Tax July 2007 - June 2012
Wells Fargo Bank October 2001 - October 2003
Skills
Life Insurance, Fixed Annuities, Disability Insurance, Insurance, Term Life Insurance, Retirement, Long-term Care, Health Insurance, Whole Life, Underwriting, Strategic Financial...
Education
The American College 2003 — 2012
AEP, ChFC, CLU, CASL, FSS, LUTCF, Finance, Insurance
University of Minnesota - Carlson School of Management 2001 — 2003
Business
University of Iowa 1997 — 2001
BA, History, Business
Washington elementary
Galliard Capital Management May 2014 - Present
Galliard Capital Management October 2011 - May 2014
Galliard Capital Management January 2009 - October 2011
Wells Fargo Bank January 2007 - January 2009
Wells Fargo Investments November 2005 - January 2007
Wells Fargo Investments May 2005 - November 2005
Skills
Financial Analysis, Fixed Income, Contract Management, Process Improvement, Fund Accounting, Financial Reporting, Structured Products, MBS, ABS, Mutual Funds, Asset Management, Portfolio Management, Microsoft Excel, Finance, Investments
Education
The College of St. Scholastica 2001 — 2005
Bachelor of Arts, Applied Economics
PHH Mortgage May 2012 - Present
L May 2012 - July 2013
Wells Fargo Bank January 2011 - May 2012
DNB November 2005 - April 2007
GMAC Commercial Mortgage July 2000 - November 2005
PricewaterhouseCoopers, LLP July 1998 - July 2000
Skills
Loans, Banking, Credit Analysis, Commercial Lending, Branch Banking, Sales, Credit, Commercial Banking, Cash Management, Financial Analysis, Retail Banking, Portfolio Management
Education
The College of New Jersey 1994 — 1998
Bachelor of Science, Accounting
Wells Fargo Bank July 2015 - Present
Wells Fargo Bank May 2014 - July 2015
Wells Fargo Bank January 2012 - May 2014
Wells Fargo Bank January 2007 - December 2011
M&T Bank June 2005 - October 2006
Skills
Portfolio Management, Valuation, Financial Services, Analysis, Bloomberg, Finance, Credit Analysis, Loans, Securities, Data Analysis, CRM, Access, Leadership, Bonds, Accounting, Structured Finance, Banking, Financial Modeling, Financial Analysis
Education
The Johns Hopkins University - Carey Business School 2015 — 2018
Master of Business Administration (M.B.A.), Management
University of Rochester 2001 — 2005
B.A., Economics
Wells Fargo Bank February 2009 - Present
Bank of America 2006 - 2009
SunTrust Investment Services 2003 - 2006
Citigroup 2001 - 2003
Legg Mason 1999 - 2000
Paine Webber 1997 - 1999
International Equity Partners 1992 - 1993
Skills
Small Business Lending, Commercial Lending, SBA, Commercial Banking, Asset Based Lending, Commercial Mortgages, Loans, Credit Analysis, Loan Origination, Credit, Treasury Management, Private Banking, Banking, Wealth Management, Underwriting, Retail Banking, Credit Risk, Cross Selling, Cash Management, Relationship Management
Education
The George Washington University 1992 — 1994
MBA, Marketing
The George Washington University 1988 — 1991
BBA, International Business
Harrow School 1983 — 1988
Wells Fargo Bank August 1997 - Present
Idaho First National Bank January 1980 - November 1989
Skills
Real Estate, Real Estate Transactions, Investment Properties, Investments, Leases, Disposition, Corporate Real Estate, Commercial Real Estate, Real Estate Economics, Real Estate Development, Property Management, Asset Management, Lease Administration, Brokerage, Location Intelligence, Loans, Mortgage Lending, Residential Homes, Contract Negotiation, Property, Due Diligence, Underwriting, Portfolio Management, Relocation
Education
Albertson College of Idaho 1966 — 1970
Bachelor of Science (B.S.), Economics
Barclays Capital February 2009 - October 2010
JPMorgan Chase April 2004 - January 2009
Union Bank of California 2000 - 2003
California Bank & Trust 1997 - 2000
California Bank & Trust 1994 - 1997
Westamerica Bank 1987 - 1994
Wells Fargo Bank 1979 - 1987
Deloitte & Touche 1976 - 1979
Education
The Ohio State University
BS, Accounting
Wells Fargo Bank June 1996 - Present
First Union 1992 - 1996
Education
The George Washington University - School of Business 1985 — 1986
MBA, Finance
Virginia Commonwealth University 1979 — 1983
BA, Political Science
GMHS
Bank of America Merrill Lynch May 2011 - Present
Wells Fargo Bank January 2005 - May 2011
Bank of America May 1996 - December 2004
First Virginia Bank June 1992 - August 1994
Skills
Credit, Credit Analysis, Banking
Education
The College of William and Mary - The Mason School of Business 1994 — 1996
MBA
William & Mary 1988 — 1992
BA, Economics
James A Massey, CPA PLLC October 2011 - Present
Wells Fargo Bank November 2010 - August 2011
The Shaw Group, Inc. August 2008 - November 2010
The Reznick Group July 2006 - July 2008
The Reznick Group 2006 - 2008
Grant Thorton 2005 - 2005
Skills
Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Budgets, Auditing, Internal Controls, US GAAP, Management Consulting, Accounting, Small Business, GAAP, Due Diligence, Financial Accounting, Financial Modeling, Internal Audit, Strategic Financial..., SEC filings, Cash Flow, Managerial Finance, General Ledger, Finance, Cost Accounting, Risk Management, SEC Filings
Education
The George Washington University - School of Business 2000 — 2003
Masters, Accountancy
Wells Fargo Bank February 2011 - Present
JPMorgan August 2005 - February 2011
National City Bank December 1999 - August 2005
Wachovia September 1989 - December 1999
CoreStates Bank 1989 - 1999
Skills
Commercial Banking, Banking, Loans, Credit Analysis, Credit, Relationship Management, Financial Analysis, Commercial Lending
Education
The George Washington University 1985 — 1989
BBA, Finance
Wells Fargo February 2009 - Present
Wells Fargo Bank 2009 - Present
Wachovia Bank September 1999 - February 2009
Skills
Commercial Banking, Credit, Commercial Lending, Small Business Lending, Loans, Middle Market, Credit Analysis, Banking, Consumer Lending, Leadership, Asset Based Lending, Mortgage Lending, Executive Management, Small Business, Cash Management, Lines Of Credit, Underwriting, Risk Management, Due Diligence, Commercial Mortgages, Loan Origination, Treasury Management
Education
The College of New Jersey 1975 — 1979
Bachelor of Science, Business Management
Bank of the West August 2009 - October 2014
Wells Fargo Bank July 2008 - August 2009
Affinity Mortgage February 2008 - September 2008
Affinity Mortgage 2007 - 2008
Genesis Real Estate June 2007 - September 2007
CBH Homes March 2007 - June 2007
Skills
Real Estate, Sales, Mortgage Lending, Marketing, Customer Service, Management, Banking, Sellers, Credit, Loans, Consumer Lending, Commercial Banking
Education
Albertson College of Idaho 2005 — 2008
Business Admin, Marketing
The College of Idaho 2005 — 2008
Business, Marketing
Wells Fargo Bank September 2008 - Present
Skills
Loans, Retirement Planning, Investments, Financial Services, Wealth Management, Credit, Customer Service, Estate Planning, Financial Analysis, Finance, Banking, Commercial Banking
Education
Culinary Institute of America 1989 — 1991
Associate of Arts (AA), Culinary Arts
University of Michigan 1985 — 1989
Bachelor of Arts (B.A.), Business
Wells Fargo Bank September 2012 - Present
Wells Fargo Private Mortgage Bank September 2009 - Present
Wells Fargo August 1998 - September 2009
Citibank San Francisco November 1997 - July 2008
Citibank CA FSB November 1996 - October 1997
Citibank FSB March 1994 - November 1996
North American Mortgage February 1993 - March 1994
Citibank FSB- Washington DC March 1988 - February 1993
Skills
Credit, Credit Analysis, Mortgage Lending, Credit Risk, Loan Origination, Mortgage Banking, Financial Analysis, Banking, Training, Loans, Refinance, Residential Mortgages, Underwriting
Education
The George Washington University 1976 — 1978
BA, Accounting
Hagerstown Junior College 1973 — 1974
AA, math/science
Philadelphia College of Pharmacy & Science 1972 — 1972
Pharmacy
Omniscapes LLC August 2013 - Present
Strategic Resources Alliance, Inc. April 2009 - July 2013
Robert Half International February 2008 - October 2008
Wells Fargo Bank May 2004 - December 2006
Skills
Microsoft Office, Administration, Compliance, Interviewing, Customer Relations, Project Management, Project Coordination, Recruiting, Strategic Sourcing, High Organizational..., Business Strategy, New Business Development, Business Process..., Interviews, Customer Service
Education
The Ohio State University 1996 — 2002
BA, Psychology
Associated Bank July 2013 - Present
Bank of America October 2011 - June 2013
Wells Fargo Bank July 2008 - October 2011
Wells Fargo Bank July 2007 - July 2008
Wells Fargo Home Mortgage 2003 - July 2007
Skills
Banking, Sales Management, Customer Relations, Sales Process, Coaching, Teamwork, Customer Presentations, Building Relationships, Managing Budget, Cross Selling, Sales, Team Building, Risk Management, Retail Banking, Training, Financial Services, Leadership Development, Hiring, Consumer Lending, Branch Management, Deposits, Customer Experience, Change Management, Loan Origination, Relationship Management, Strategy, Mortgage Lending, Customer Service
Education
The College of St. Scholastica
MA, Management
University of Minnesota-Twin Cities
BS, Graphic Communications
Wells Fargo Bank 2009 - Present
Wells Fargo 1995 - Present
Wachovia November 1994 - Present
Marriott Vacation Club International June 1998 - June 1999
Marriott International September 1989 - October 1994
Education
The George Washington University - School of Business 1990 — 1992
MBA, Finance
University of Richmond - Robins School of Business 1985 — 1989
Bachelor of Science- BS, Finance/Management
Wells Fargo Bank September 2013 - Present
Wells Fargo July 2005 - August 2013
Honeywell September 2003 - July 2005
Charles Schwab July 1999 - July 2002
American Express June 1992 - July 1999
Skills
Business Analysis, Project Management, Data Analysis, Access, Risk Management, Banking, Microsoft SQL Server, Financial Services, Training, Visio, Operational Risk, Operational Risk..., SDLC, Enterprise Risk..., IT Audit, Systems Analysis, Governance, Analysis, Management, Auditing, Business Intelligence, Information Security, Internal Audit, Information Security..., Soul Retrieval, Financial Risk
Education
The Ohio State University 1976 — 1978
M.A., English
The Ohio State University 1973 — 1976
B.A., English, Foreign Languages
Bank of America April 2013 - Present
Wells Fargo Bank June 2012 - September 2012
Wells Fargo Bank June 2009 - March 2012
Bank of America 1995 - 2009
Union Bank July 1988 - November 1995
Education
The Chinese University of Hong Kong
Bachelor of Arts (BA)
The Ohio State University
Master of Arts (MA)
Farmers Insurance December 2012 - Present
Wells Fargo Bank October 2010 - October 2011
State Farm Insurance April 2009 - January 2010
Lincoln Financial Distributors September 2006 - February 2009
T Rowe Price May 1999 - March 2006
GIANT FOOD INC December 1984 - May 1999
Skills
Retirement, Customer Relations, Risk Management, Insurance, Compliance, Banking, Negotiation, Territory, Public Speaking, Business Planning, Account Management, Analysis, Customer Service, Fixed Annuities, Sales Operations, Sales, Management, Business Development, Leadership, Training, Portfolio Management, Relationship Management, Life Insurance, CRM, Time Management, Operations Management
Education
Strayer University 2005 — 2008
MBA, Human Resource Management, 3.875 GPA
The Johns Hopkins University 1990 — 1997
Masters, Business; Finance
Stevenson University/Villa Julie College 1986 — 1990
Bachelor of Science, Law and Business
Wells Fargo March 2014 - Present
Visa May 2012 - March 2014
Safeway August 2011 - May 2012
Abbott Diabetes Care 2010 - 2011
Wells Fargo Bank 2008 - 2009
Visa 1998 - 2007
Skills
Test Management, Testing, Mobile Devices, Software Quality..., Quality Assurance, Quality Center, SDLC, Requirements Analysis, Test Planning, HP Quality Center, Integration
Education
The Philippine Women's University
Bachelor of Science in Computer Science
Wells Fargo Bank 2009 - Present
Wachovia, A Wells Fargo Company 2007 - 2009
Skills
Banking, Credit, Leadership, Commercial Lending, Loans, Relationship Management, Retail Banking, Retail, Business Analysis, Credit Risk, Strategy, Credit Analysis
Education
The George Washington University
MBA, Finance
Avon May 2010 - Present
Mano Designs July 2005 - Present
PAD System GCL Distribution June 2009 - August 2009
Wells Fargo Bank February 2002 - August 2005
Skills
Fashion, Fashion Design, Inventory Management, Product Development, Marketing Strategy, Social Media Marketing, Product Marketing, product buying, direct selling
Education
The Art Institute of California-Hollywood
AA, Fashion Design
UCLA, June 2005 Graduate 2001 — 2005
BA, American Literature and Culture Studies, Women's Studies (minor)
UPMC August 2013 - Present
OhioHealth August 2011 - August 2013
OhioHealth April 2010 - July 2011
OhioHealth June 2008 - March 2010
The Ohio State University Medical Center 2006 - 2008
Wells Fargo Bank 2002 - 2006
Skills
EHR, Hospitals, Customer Service, Healthcare Management, Revenue Cycle, Healthcare, EMR, Healthcare Consulting, Process Improvement, Operations Management, Leadership, Physician Relations, Healthcare Information...
Education
The Ohio State University 2006 — 2008
MHA
University of Utah - David Eccles School of Business 1998 — 2002
BS, Finance
Citywide Banks January 2014 - Present
Guaranty Bank & Trust March 2012 - January 2014
Wells Fargo Bank February 2009 - April 2012
Skills
Loans, Finance, Underwriting, Credit, Mergers & Acquisitions, SBA, Banking, Business Planning, Small Business, Cash Management, Business Relationship..., Financial Analysis, Cash Flow, Portfolio Management, Financial Services, Lines Of Credit, Sales
Education
Colorado State University 2011 — 2013
MBA, Emphasis in Finance
The College of St. Scholastica
BA, Business Management
Wells Fargo Bank August 1985 - March 1998
Education
The Ohio State University - The Max M. Fisher College of Business 1979 — 1983
BS, Finance
Walnut Hills High School
Rockwell Automation 2010 - Present
Liebert / Emerson Network Power, Inc December 2008 - April 2009
Intelligrated Systems, Inc., Integration Equipment Manufacturer March 2008 - November 2008
Rockwell Automation January 2007 - March 2008
Woolbright Development, Inc December 2005 - September 2006
Wells Fargo Bank January 2003 - January 2005
Education
The Ohio State University
BSBA, Finance - Commercial Real Estate and Urban Analysis
The Ohio State University Fisher College of Business
BSBA, Finance/Real Estate and Urban Analysis
Charlotte-Mecklenburg Community Relations Committee November 2012 - Present
TEKsystems Technology Consulting Company January 2011 - Present
Albritton Business Consulting December 2010 - Present
FMBC 2007 - 2011
Wells Fargo Bank January 2009 - December 2010
Wachovia 2008 - 2010
Wachovia, A Wells Fargo Company August 2005 - December 2008
Skills
Operations Management, Project Management, Customer Support, Product Management, Cross-functional Team..., Vendor Management, New Business Development, Program Management, Team Building, Business Process..., Banking, Product Development, Management Consulting, Payments, Project Planning, Leadership, Change Management, Strategic Planning, Business Development, Business Analysis, Process Improvement, Policy, Risk Management, Management, Budgets, Six Sigma, Analysis, SDLC, Strategy, Project Portfolio..., Call Centers, Financial Services, Team Leadership, Business Strategy, Competitive Analysis, Treasury Management, Cash Management, Negotiation, Portfolio Management, Electronic Payments, Finance, CRM, Relationship Management, PMO, Training, Business Requirements, Mergers & Acquisitions, Executive Management, Financial Analysis, MS Project
Education
The George Washington University 2007 — 2009
MBA, Business Administration and Management
Wells Fargo Bank October 2003 - Present
Skills
Banking, Consumer Lending, Credit, Loans, Customer Satisfaction, Customer Service, Cross Selling, Retail Banking, Mortgage Lending, Small Business Lending, Relationship Management
Education
Lourdes High School
The College of St. Scholastica
Elementary Education
Milestone Systems, Inc. November 2010 - Present
Wells Fargo Bank March 2007 - October 2010
Sungard Securities Systems 1990 - 1998
Skills
F5 BigIP, Load Balancing, Firewalls, Network Security, Cisco Technologies, Data Center, Routing, Virtualization, Network Architecture, Checkpoint, VMware, TCP/IP, Switches, Active Directory, Security, Routers, SaaS, Network Engineering
Education
Tuck School of Business at Dartmouth 1984 — 1986
Master of Business Administration (MBA)
University of Missouri-Columbia 1981 — 1982
Bachelor of Science
Novelist May 2012 - Present
Wells Fargo Bank July 1992 - April 2012
Wells Fargo 1992 - 2011
Wells Fargo 1992 - 2011
Skills
Wealth Management, Portfolio Management, Asset Allocation, Investments, Asset Management, Equities, Fixed Income, Investment Strategies, Investment Advisory, Mutual Funds, Series 7, Investment Management, Fiction Writing, Management, High Net Worth..., Retirement Planning
Education
The John Marshall Law School 1970 — 1973
Doctor of Law (JD)
University of Wisconsin-Madison 1966 — 1970
Bachelor's degree, Political Science and Government
Wells Fargo Bank February 2007 - Present
M&T Bank January 2004 - January 2007
Provident Bank of Maryland December 1994 - December 2003
Skills
Loans, Credit, Banking, Mortgage Lending, Portfolio Management, Commercial Lending, Series 7, Credit Analysis, Investments, Commercial Banking, Financial Services, Loan Origination, Wealth Management, Risk Management, Small Business Lending, Mortgage Banking, Fixed Income, Underwriting, Equities, Financial Analysis
Education
University of Baltimore School of Law 1998 — 2002
Juris Doctor, Litigation and Advocacy/Public and Government Service
The Johns Hopkins University
Master of Business Administration (MBA), Financial Management
Towson University 1980 — 1984
Bachelor of Science (BS), Accounting
EDMC April 2015 - Present
Wells Fargo Bank November 2014 - February 2015
UnitedHealthcare March 2013 - August 2014
Ahwatukee Foothills YMCA November 2005 - July 2011
Direct Alliance September 2009 - November 2010
University of Phoenix November 2007 - March 2008
Lyndhurst Family YMCA December 2003 - October 2005
Cuyahoga County October 1990 - July 2005
Skills
PowerPoint, Microsoft Excel, Marketing, Sales, Career Counseling, Training, Customer Service, Coaching, Data Analysis, Staff Development, Employee Relations, Leadership, Public Speaking, Team Building, Outlook, Program Development, Project Management, Management, Volunteer Management, Workshop Facilitation, Sales Management, Account Management, Microsoft Word, Change Management, Curriculum Design, Resume Writing, Teaching, Team Leadership, Editing, Microsoft Office, Interviews, Human Resources, Recruiting, Higher Education, Employee Benefits, Public Relations, Benefits Administration, Healthcare, Onboarding, Process Improvement, Employee Training, Talent Management, Access, Nonprofits, Event Planning, Research, Customer Satisfaction, Analysis, Talent Acquisition, Succession Planning
Education
The Ohio State University 1983 — 1989
BSBA, Marketing, Transportation and Logistics
J.F. Kennedy High School
Wells Fargo Bank April 1994 - April 2001
Huntington Trust Company August 1984 - April 1994
Education
Xavier University - School of Business Administration 1981 — 1983
MBA, Business
The Ohio State University
Nursing and Education
Wells Fargo Bank Senior Security Project ManagerWells Fargo1996 - Present
Skills
Corporate Security, Business Continuity, Fraud, Security Audits, Physical Security, Risk Assessment, Security Management, Risk Management, Security, Access Control, Crisis Management, Private Investigations, Vendor Management, Surveillance, Process Improvement
Education
The Citadel 1974 — 1978
Bachelor’s Degree, Business Administration and Management, General
Bank of the West April 2013 - Present
Bank of the West June 2012 - April 2013
Wells Fargo Bank November 2006 - May 2011
Skills
Excel, Credit, Finance, Analysis, Credit Analysis, Loans, Financial Risk, Commercial Banking, Customer Service, Time Management, Data Entry, PowerPoint, Microsoft Word, Economics, Banking, Financial Analysis
Education
The Ohio State University 1999 — 2001
Bachelor of Science, Economics
Wells Fargo Bank May 2010 - Present
Skills
Credit, Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Credit Analysis
Education
St. Philip's College
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Culinary Institute of America
Baking and Pastry
Wells Fargo Bank November 2004 - Present
Education
The College of New Jersey
Bachelor of Science, Psychology
Bank of America June 2013 - Present
University of North Carolina July 2011 - August 2011
Carroll Financial Associates June 2011 - July 2011
CHARMAINE TEXTILE CORPORATION June 2010 - August 2010
Wells Fargo Bank July 2009 - August 2009
HENDRICK BMW SERVICE CENTER July 2008 - August 2008
Skills
Customer Service, Finance, Management, Marketing, Strategic Planning
Education
The George Washington University - School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance
CHARLOTTE COUNTRY DAY SCHOOL
International Baccalaureate Program
The George Washington University - School of Business
Bachelor of Business Administration, Finance; International Economics, Business Management
Charlton Tax Service, LLC July 2003 - Present
Wells Fargo Bank June 2007 - June 2013
Skills
Banking, Wealth Management, Wealth Management..., Trust Services, Strategic Financial..., Certified Trust and..., Registered Tax Return...
Education
The Catholic University of America
Master of Arts (M.A.), Theology/Theological Studies
St. Meinrad College
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics, Magna Cum Laude
Wells Fargo Bank June 2005 - Present
Education
The Ohio State University 1985 — 1988
Bachelor of Arts (BA), Economics
Wells Fargo Bank June 2012 - Present
Fifth Third Bank April 2009 - February 2012
U.S. Trust, Bank of America January 2007 - April 2009
Bank of America April 2002 - January 2006
First Union National Bank 1996 - 2000
First Union National Bank 1996 - 2000
First Union National Bank 1996 - 2000
Skills
FINRA Licenses 7,24,66, Finance, FINRA, Wealth Management..., Credit Analysis, Investments, Financial Analysis, Investment Advisory, Consumer Lending, Wealth Management, Credit, Loans, Series 7, Mortgage Lending, Series 24, Commercial Lending, Series 63, Banking, Asset Management, Asset Allocation, Small Business Lending, Commercial Banking, Portfolio Management
Education
The Ohio State University - The Max M. Fisher College of Business
Bachelors of Science, Finance
Scott Howard Events October 2011 - June 2013
Incontro August 2011 - June 2013
WADDELL & REED, INC August 2009 - April 2011
Waddell & Reed 2009 - 2011
AMERIPRISE October 2007 - July 2009
Wells Fargo Bank December 2005 - July 2007
Education
The California State University
Bachelor of Science, Business Administration & Marketing
Wells Fargo Bank October 2003 - Present
Adecco Staffing, USA August 2002 - October 2003
RadioShack September 1999 - June 2002
Skills
Outlook, Adobe Acrobat, Mac, Data Entry, Time Management, Microsoft Excel, Microsoft Word, Cold Calling
Education
The Art Institute of California-San Francisco 2002 — 2006
Graphic Design
Wells Fargo Bank 1985 - 2009
Education
The College of Saint Rose 1965 — 1969
Bachelor of Science (B.S.), Elementary Education and Teaching
Ocwen Financial Corporation November 2012 - Present
Wells Fargo Bank 2009 - 2011
Montgomery County October 2008 - January 2009
Skills
Problem Solving, Highly detail oriented, Customer Service, Banking Software
Education
The George Washington University 2004 — 2009
Bachelor's degree, Sociology
H&R Block February 2015 - Present
Wells Fargo Bank January 2014 - January 2015
Tena Companies May 2012 - January 2013
Wells Fargo Bank March 2011 - April 2012
NCO Financial Systems January 2010 - December 2011
National City Bank March 2007 - December 2008
Empire Mortgage, Inc March 2006 - March 2007
Wells Fargo Home Mortgage March 2003 - June 2006
Skills
Leadership, Organizational..., Motivated self-starter, Hospitality, Multitasking Skills, Banking, Finance,..., Supervisory Skills, Sales Management, Marketing, Loans, Mortgage Lending, Banking, Finance
Education
The Ohio State University 1982 — 1987
Bachelor's Degree Business Marketing, Business Classes including Accounting, Finance, Statistics, Economics, Calculus, Marketing, Communic, B