Wells Fargo Business Banking
Wells Fargo Business Banking List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Business Banking. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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64 Wells Fargo Business Banking employees in database. Find out everything there's to know about Wells Fargo Business Banking 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 Business Banking Employees
Wells Fargo May 2015 - Present
Wells Fargo Business Banking May 2006 - May 2015
Frye Properties Inc 1997 - 2006
Goodman & Company 1995 - 1997
Brenda P McElwee, PC 1992 - 1995
Skills
Financial Analysis, Accounting, Auditing, Financial Reporting, Banking, Finance
Education
Angelo State Universtiy 1985 — 1986
Brenau University
Bachelor of Science (B.S.), Accounting
Brenau University
Bachelor of Science (B.S.), Business Administration, Management and Operations
Prince Gardner & Associates Allstate Agency January 2013 - Present
Matt McMillan Allstate Agency September 2013 - December 2013
Medifast Alliance May 2011 - November 2011
Stewart Enterprises (Laurel Land Fort Worth) October 2008 - May 2011
Washington Mutual Bank January 2006 - December 2007
BBVA Compass May 2005 - December 2005
JPMorgan Chase / Formerly Bank One September 2003 - May 2005
Wells Fargo Business Banking October 1995 - May 2003
Skills
Customer Service, Insurance, Sales, Team Building, Financial Services, Customer Retention, Small Business, Property, Coaching, Microsoft Word, Sales Management, Leadership, Finance, Commercial Insurance
Education
Texas Woman's University 1991 — 1993
Registered Nursing/Registered Nurse, 3.0
Duncanville High School 1986 — 1991
High School, 3.0
Wells Fargo Business Banking March 2001 - Present
Imperial Bank 1997 - 2001
Union Bank 1989 - 1997
Skills
Commercial Lending, Commercial Banking, Credit, Banking, Small Business Lending, Loans, Portfolio Management, Relationship Management, Credit Analysis
Education
Pacific Coast Banking School 2006 — 2008
Banking Certification
California State Polytechnic University-Pomona 1979 — 1983
Bachelor of Science (BS), Finance and Financial Management Services, Cum Laude
Wells Fargo Business Banking April 2014 - Present
Wells Fargo October 2012 - April 2014
Wells Fargo Retail Finance February 2011 - October 2012
Wells Fargo Retail Finance June 2010 - February 2011
Wells Fargo Retail Finance June 2008 - May 2010
Skills
Portfolio Management, Credit, Financial Services, Analysis, Sales, Loans, Finance, Banking, Retail Banking, Management, CRM, Financial Analysis, Loan Origination, Small Business Lending, Treasury Management
Education
Arizona State University 2006 — 2010
Bachelor of Science, Business and Communication
Arizona State University 2006 — 2010
Bachelor of Science (B.S.), Business and Communication
Pioneer Bank May 2014 - Present
185th Air Refueling Wing 1997 - Present
Wells Fargo Business Banking April 2013 - May 2014
Wells Fargo Advisors November 2008 - April 2013
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Investments, Portfolio Management, Strategic Financial..., Asset Allocation, Retirement, Investment Advisory, Securities, Banking, Financial Advisory, Asset Management, Credit, Financial Services, Loans, Equities
Education
Iowa State University 1998 — 2002
Bachelor of Science
Community College of the Air Force 1997 — 2000
Associate's degree, Aviation Maintenance Technology
Wells Fargo Business Banking November 2011 - Present
River City Community Church July 2010 - November 2011
Trinity Church San Antonio July 2005 - July 2010
Hyde Park Presybterian June 2003 - July 2005
Skills
Team Leadership, Motivational Speaking, Public Relations, Professional Mentoring, Published Author, Job Coaching, Recruiting, Mortgage Servicing, Loan Servicing, Loans, Community Outreach, Financial Services, Pastoral Care, Pastoral Counseling, Youth Mentoring, Youth Ministry, Experience Working with..., Ministry Leadership, College Ministry, Teaching, Public Speaking, Sports Coaching, Leadership, Coaching, Team Building, Interviews, Call Centers, Conflict Resolution, Leadership Development, Budgets, Staff Development, Hiring, Administration, Building Relationships, Employee Training, Organizational..., Fundraising, Workshop Facilitation, Training, Organizational..., Policy, Secondary Mortgage...
Education
Oral Roberts University 2000 — 2003
Bachelor of Arts (BA), Pastoral Care: Emphasis in Youth Ministry
East Carolina University 1998 — 2000
Transferred to Oral Roberts University, Public Relations/Image Management
Wells Fargo Business Banking January 2001 - Present
Wells Fargo Bank January 2001 - September 2012
Skills
Credit, Relationship Management, Retail Banking, Mortgage Lending, Cross Selling, Credit Risk, Portfolio Management, Commercial Lending, Financial Services, Business loans, lines,..., cash management and..., alternative financing..., Wealth Management..., wealth managment and..., Health benefit solutions, retirement planning, Commercial Banking, Banking, Finance, Financial Risk, Small Business Lending, Lines Of Credit
Education
University of Arizona 1966 — 1973
Master of Business Administration (MBA), Business/Managerial Economics
Giglio Hair Designs 2012 - Present
Wells Fargo Business Banking November 2014 - Present
ULTA Beauty 2008 - 2012
Mint Hill Police Department 2004 - 2007
Food Lion 1999 - 2004
Skills
Customer Satisfaction, Customer Service, Sales, Microsoft Excel, Customer Retention, Outlook, Management, Team Building, Training, Data Entry, Microsoft Office, Credit, Time Management, Microsoft Word, Leadership, Team Leadership, PowerPoint, Records Management, Complaince, Coaching, Constructive Feedback, Sales Management, Retail Banking, Cash Management, Cash Handling Experience, Multi Tasking, Organizational..., Notary Public, Loans, Banking, Event Management
Education
David W. Butler High School
High School Diploma
Leon's Beauty School
Obtained Cosmetology License
South Piedmont Community College
Certified in Basic Law Enforcement Training
Boston Private Bank October 2011 - Present
Wells Fargo Bank April 2008 - September 2011
Wells Fargo Business Banking June 2005 - April 2008
Wells Fargo Business Banking October 2001 - June 2005
Starpoint Solutions February 1999 - August 2001
Siemens Automation Group March 1996 - January 1999
US Navy June 1988 - June 1994
Skills
Public Speaking, Problem Solving, Cash Management, Negotiation, Networking, New Business Development, Business Analysis, Sales Management, Strategic Hiring, Marketing Strategy, Treasury Management, Investments, Private Banking, Commercial Banking, Mortgage Lending, Mergers & Acquisitions, Credit, Real Estate, Management, Credit Analysis, Finance, Risk Management, Banking, Portfolio Management, Leadership, Loans, Sales, Financial Services, Small Business, Commercial Lending, Cross Selling, Financial Analysis, Marketing, Asset Management, Wealth Management, Training, Loan Origination, Credit Risk, Commercial Mortgages, Due Diligence, Retail Banking, Underwriting, Financial Modeling, Valuation, Strategic Financial..., Asset Based Lending, Corporate Finance, Capital Markets, Private Equity, Entrepreneurship
Education
Golden Gate University
Bachelor’s Degree, Business Management, Magna Cum Laude
Wells Fargo Business Banking July 2013 - Present
Skills
Finance, Financial Services, Mortgage Lending, Commercial Banking, Commercial Lending, Retail Banking, Asset Management, Relationship Management, Due Diligence, Capital Markets, FHA, Underwriting, Credit Risk, Credit Analysis, Loans, Investments, Funding, Mortgage Banking, Refinance, Consumer Lending, Credit, Portfolio Management, Loan Origination, Small Business Lending, Banking, Residential Mortgages, Real Estate Financing, Cross Selling, Home Equity Lines of..., Construction Loans, Mortgage Underwriting, Financial Risk, Loan Servicing, Mortgage Servicing
Education
United States Marine Corp 1996 — 1998
Security Forces
The Culinary Institute of America 1994 — 1996
French Cuisine
Wells Fargo Business Banking June 2012 - Present
Mission Valley Bank February 2005 - June 2012
VEDC January 2003 - January 2006
Skills
Loans, Credit Analysis, Banking, Treasury Management, Credit, Finance, Relationship Management, Mortgage Lending, Loan Origination, Portfolio Management, Small Business Lending, Commercial Banking, Underwriting, Insurance, Commercial Lending, Consumer Lending, Financial Analysis, Lines Of Credit, Cross Selling
Education
California State University-Northridge 2000 — 2004
Bachelor of Science (B.S.), Business Administration and Management, Finance
San Fernando High School 1996 — 2000
Wells Fargo Business Banking September 2012 - Present
Childress Klein YMCA May 2005 - Present
Wells Fargo December 2004 - September 2012
A.G. Edwards & Sons, Inc. August 1997 - January 2001
Skills
Office Management, Microsoft Excel, Administrative..., Outlook, Data Entry, Spreadsheets, PowerPoint, Office Administration, Microsoft Word, Customer Service, Lotus Notes, Time Management, Microsoft Office, Telephone Skills, Invoicing
Education
Pensacola Christian College
Associate's Degree in Business Administration
Rabo AgriFinance September 2013 - Present
Wells Fargo Business Banking March 2011 - September 2013
Changing Lanes Transportation Brokers March 2010 - March 2011
POET Nutrition October 2002 - October 2009
Land O'Lakes December 1996 - October 2002
United States Air Force June 1989 - July 1992
Skills
New Business Development, Building Relationships, Financial Analysis, Problem Solving, Customer Service, Marketing, Least Cost Analysis, Market Research, Microsoft Office, Budgeting, Project Planning, Strategic Planning, Microsoft Excel, Budgets, Sales Management, Team Building, Strategy, Sales, Project Management, Business Strategy, Banking, Logistics, Leadership, Business Planning, Risk Management, Analysis, Forecasting, Relationship Building
Education
Southern Illinois University, Carbondale 1995 — 1996
BS, Agricultural Economics
Kirkwood Community College 1993 — 1995
Associate of Arts and Sciences (AAS), Agricultural Marketing
Wells Fargo August 2014 - Present
Union Bank March 2012 - August 2014
Wells Fargo Business Banking 2008 - 2012
Wells Fargo Merchant Services February 2003 - November 2008
Skills
Small Business Lending, Credit, Commercial Lending, Loans, Banking, Commercial Banking, Leadership, Loan Origination, Sales, Small Business, Lines Of Credit, Mortgage Lending, New Business Development, Financial Analysis, Relationship Management, Business Development, Credit Analysis, Underwriting, Portfolio Management, Finance, Investments, Cash Management, Commercial Mortgages, Real Estate, Strategic Planning, Wealth Management, Insurance, Sales Management, Financial Services, Business Planning, Consumer Lending, Strategic Financial..., Retail Banking, Risk Management, Treasury Management, Mortgage Banking, Cross Selling, Merchant Services, Refinance
Education
University of North Texas 1996 — 2000
Bachelor of Business Administration (B.B.A.), Sales and Marketing
Wells Fargo Business Banking November 2013 - Present
Wells Fargo April 2009 - November 2014
Charles Schwab 1999 - 2001
Skills
Management, Leadership, Banking, Wealth Management, Program Management, Financial Services, Strategy, Risk Management, Learning & Development..., Coaching, Business Strategy, Change Management, Portfolio Management, Investments, Asset Management, Relationship Management, Finance, Vendor Management, Credit, Financial Analysis, Financial Planning, Organizational...
Education
San Francisco State University 2002 — 2003
Master of Arts (M.A.), Education, Instructional Technology
University of California, Berkeley 1986 — 1990
BA, Social Sciences
SRI International 2002 - Present
Allstate Research and Planning Center 2000 - 2002
Wells Fargo Business Banking 1998 - 2000
Skills
SPSS, SAS, Data Analysis, SQL, Unix, Statistics, Data Mining, Time Series Analysis, Analysis
Education
San Jose State University
B.A., Music Business
Wells Fargo Business Banking April 2004 - Present
Skills
Credit, Commercial Lending, Commercial Banking, Loans, Credit Analysis, Small Business Lending, Mortgage Lending, Relationship Management, Financial Analysis, Risk Management, Business Development, New Business Development, Mortgage Banking, Strategic Planning, Investments, Customer Service, Process Improvement, Cash Management, Team Building
Education
Liberty University 2008 — 2010
MA Human Services, Marriage and Family
North Carolina State University 1986 — 1992
BA, Psychology, Genetics
Westcoast Investment Management Resources 2015 - Present
Keeley funds February 2013 - August 2014
Wells Fargo Business Banking April 2011 - January 2013
Open Eyes Ministries September 2009 - June 2011
SSI Investment Management June 2007 - September 2009
Citi Group March 2005 - September 2007
Citigroup Smith Barney 2000 - 2005
Morgan Stanley Investment Management 1998 - 2000
The Cooking and Hospitality Institute of Chicago (CHIC)/Le Cordon Bleu 1996 - 1998
Skills
Selling, Finance, Team Management, Management, Portfolio Management, Investments, Mutual Funds, Asset Management, Business Development, Asset Allocation, Wealth Management, Sales, Investment Management, Alternative Investments, Financial Services, Education, Loans, Program Management, Analysis, Equities, Consulting, Consultative Selling, Relationship Building, Marketing, Territory Management, Exceed Sales Goals, Territory Growth, Written Communication, Salesforce.com, Retirement Plan..., Qualified Retirement..., Insurance, TPA, Value-added, Certified Investment..., Retirement Planning, Strategy, Financial Planning
Education
Purdue University
BS
Ridgefield High School
Ridgefield HighSchool
Wells Fargo Business Banking October 2012 - Present
Atkinson January 2012 - October 2012
Liberty Mutual Insurance May 2009 - November 2010
Wells Fargo May 2003 - May 2009
Skills
Property & Casualty..., Commercial Insurance, Umbrella Insurance, Disability Insurance, Life Insurance, Health Insurance, Homeowners, Series 63, Series 6, Annuity Sales, Tax Preparation, Consumer Lending, Credit Analysis, Portfolio Management, Strategic Planning, Business Strategy, Accounting, Auditing, Banking, Credit, Financial Analysis, Insurance, Loans, Mortgage Lending, Small Business, Term Life Insurance
Education
University of Phoenix 2007 — 2009
Master of Business Administration (M.B.A.), Accounting
The University of New Mexico 1999 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
Wells Fargo Business Banking December 2012 - Present
Wells Fargo Bank October 2011 - December 2012
Randstad Work Solutions September 2010 - October 2011
Wells Fargo Financial April 2008 - September 2010
Skills
Recruiting, Management, Training, Business Development, Sales, Marketing, Coaching, Finance, Budgets, Operations Management, Interviews, Marketing Strategy, Credit, Portfolio Management, Loans, Onboarding
Education
Eastern Kentucky University 2003 — 2008
Management, Sports
Alliance Partners, LLC 2009 - 2014
Reach Local Inc April 2008 - October 2008
TelePacific Communications October 2007 - April 2008
Enrust Mortgage Corpopration September 2006 - October 2007
GEM Capital Mortgage August 2006 - February 2007
Wilmington Finance / AIG July 2005 - August 2006
New Century Mortgage February 2003 - June 2005
Wells Fargo Business Banking June 2002 - January 2003
Oncology Therapeutic Network (OTN) January 2002 - June 2002
MCIWorldcom DIRECT April 1999 - August 2001
Skills
Sales Management, Sales, Marketing, Salesforce.com, Business Development, Operations Management, Sales Operations, Networking, Selling, Cold Calling, Property Management, Loans, Real Estate Development, Real Estate Financing, Music, Music Production, Interior Design, Architectural Design, Project Management, Problem Solving, Real Estate, Customer Service
Education
City College of San Francisco
Galileo High School Science Academy
High School
San Francisco State University
eCornell University
Certification
Valero Energy Corporation July 2014 - September 2014
Wells Fargo Business Banking January 2013 - October 2013
American Campus Communities August 2010 - May 2012
Prairie View A&M University August 2007 - May 2012
Thurgood Marshall College Fund 2011 - 2011
Skills
Entry/Mid-level..., Organizational..., General Office Duties, Cross-functional Team..., Process Improvement..., Microsoft Office, Accounts Payable, Accounts Receivable, General Ledger, Customer Retention, Customer Engagement, Customer Service, Office Management, Management, Budgets, Customer Satisfaction, Access, Leadership, Inventory Management, Analysis, PowerPoint, Project Planning, QuickBooks, Accounting, Human Resources, Financial Reporting, Account Reconciliation, Team Leadership, Process Improvement, Administrative..., Social Networking, Event Planning, Microsoft Excel, Financial Accounting, Internal Controls, Time Management, Supervisory Skills, Spreadsheets, SAP, Outlook, Retail, Training, Nonprofits, Data Entry, Critical Thinking, Risk Management, Finance, Microsoft Word, Team Building, Financial Analysis
Education
Prairie View A&M University 2015 — 2016
Master's degree, Accounting, 1st Year
Prairie View A&M University 2007 — 2012
Bachelor of Business Administration in Accounting, Accounting/Business Management, Graduate
Wells Fargo Business Banking November 2013 - Present
Wells Fargo Business Banking May 2012 - Present
Wells Fargo Commercial Real Estate April 2011 - May 2012
Wells Fargo December 2009 - April 2011
RBC Bank July 2006 - September 2009
RBC Bank 2005 - 2006
Skills
Loans, Credit, Banking, Commercial Banking, Commercial Lending, Credit Analysis, Portfolio Management, Small Business Lending, Relationship Management, Retail Banking, Financial Analysis, Consumer Lending
Education
Regent University 2015 — 2017
Masters of Business Administration, Human Resources Management/Personnel Administration, General
Hampton University 2003 — 2006
Bachelor of Applied Science (B.A.Sc.), Management of Information Systems
ECPI College of Technology 2001 — 2003
Associate of Science (A.S.), IT/Networking
Bank of the West May 2015 - Present
Wells Fargo Business Banking November 2006 - April 2015
Future Focus June 2006 - November 2006
United Mortgage Group August 2005 - May 2006
Skills
Loans, Commercial Banking, Cash Management, Finance, Lines Of Credit, Marketing, Mortgage Lending, Selling, Insurance, Sales, Commercial Lending, Loan Origination, Small Business Lending, Credit
Education
California State University-Chico 2001 — 2005
Bachelor's degree, Business Marketing
Northgate High School
Wells Fargo Business Banking August 2014 - Present
Wells Fargo Business Banking December 2011 - August 2014
Wells Fargo Home Equity March 2008 - December 2011
Irwin Home Equity March 2004 - March 2008
San Diego Hospitality Institute November 1998 - September 2003
At Your Service Temp Agency September 1997 - January 1999
Skills
SQL, SAS Certified Base..., Visual Basic, Data Mining, Data Analysis, Business Strategy, Risk Management, Portfolio Management, SAS programming, Credit Risk, Banking
Education
University of California, Irvine 1999 — 2003
B.S., Mathematics
University of California, Irvine 1999 — 2003
B.A., Sociology
Wells Fargo Business Banking October 2000 - Present
Skills
Credit Analysis, Banking, Credit, Commercial Lending, Management, Mortgage Lending
Education
Penn State University 1980 — 1984
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Community Resource Credit Union January 2014 - Present
Wells Fargo Business Banking April 2010 - January 2014
Skills
Commercial Lending, Credit, Portfolio Management, Loans, Banking, Small Business Lending, Commercial Banking, Credit Analysis, Relationship Management, Mortgage Lending, Financial Services, Financial Analysis, Investments, Retail Banking, Credit Risk, Wealth Management, Underwriting, Loan Origination, Treasury Management, Risk Management
Education
Texas State University-San Marcos 2001 — 2005
BA, Finance
Wells Fargo Business Banking April 2014 - Present
Wells Fargo Business Banking October 2013 - April 2014
Wells Fargo Bank February 2008 - September 2013
E Homes January 2000 - January 2008
MCI Corporation January 1988 - January 1999
MCI Corporation January 1984 - January 1988
Skills
Banking, Credit, Loans, Financial Analysis, Financial Services, Leadership, Sales Management, Sales, Business Development, Finance, New Business Development, Commercial Lending, Relationship Management, Executive Management, Commercial Banking, Portfolio Management, Underwriting, Management, Small Business Lending
Education
Saint Mary's College of California
Bachelor’s Degree
Wells Fargo Business Banking February 2011 - Present
Wells Fargo Bank February 2007 - February 2011
Wachovia Bank May 2001 - February 2007
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Research, Outlook, Commercial Lending, Investment Real Estate..., Business Banking and...
Education
University of Florida 1996 — 1999
Bachelor's degree, Finance
Wells Fargo Business Banking May 2015 - Present
Vectra Bank Colorado April 2011 - May 2015
Wells Fargo Bank June 2001 - April 2011
U.S. Army Reserve January 1985 - July 2001
Farm Credit Services July 1988 - July 1996
U.S Air Force February 1979 - February 1983
Skills
Banking, Loans, Leadership, Credit, Finance, Financial Analysis, Credit Analysis, Sales, Commercial Lending, Small Business Lending, Team Building, Real Estate
Education
Colorado State University 1986 — 1998
B.S. Agriculture Economics, B.S. Agricultural Economics
International School 1963 — 1988
Cultural Diversity, Ninth
Wells Fargo Business Banking May 2012 - Present
Intero Real Estate Services July 2003 - May 2012
Legacy Real Estate Group, Inc. January 2003 - March 2008
SBBT - Pacific Capital Bank 2003 - 2004
American Ag Credit June 1991 - March 1996
Skills
Sellers, First Time Home Buyers, Commercial Real Estate, Investment Properties, FHA
Education
University of California, Davis 1986 — 1991
BS Ag Econ, Finance & Economics
Golden Gate University
Independent Consultant 2012 - Present
Gap Inc./Gap Inc. Direct 2010 - 2012
Wells Fargo, Internet Services Group 2007 - 2010
Wells Fargo, Business Banking 2004 - 2007
Lee Hecht Harrison 2001 - 2004
Excite@Home 2000 - 2001
Skills
Organizational..., Management Development, Career Development, Leadership Development, Coaching, Organization Assessment, Change Management, Large Group Facilitation, Strategic Planning, Management, Leadership, Performance Management, Employee Engagement, Talent Management, Consulting, Executive Coaching, Program Management, Mentoring, Training, Workshop Facilitation, Training Delivery, Staff Development, Succession Planning
Education
University of San Francisco - Masagung Graduate School of Management 2009 — 2011
Masters of Science, Organization Development
University of California, Berkeley
Bachelor of Arts, Legal Studies
Central Bank September 2014 - Present
BMO Harris Bank April 2012 - September 2014
Wells Fargo Business Banking September 2005 - March 2012
Ernst & Young May 2002 - September 2005
Skills
Commercial Banking, Commercial Lending, Business Development, Credit, Financial Analysis, Credit Analysis, Loans, Banking, Financial Modeling, Cash Management, Finance
Education
Saint John's University 1998 — 2002
BA, Accounting and Business Management
Wells Fargo Business Banking February 2015 - Present
Wells Fargo Retail Services October 2010 - January 2015
Wells Fargo Financial July 2006 - October 2010
Wells Fargo November 2004 - July 2006
Wells Fargo Financial Leasing November 2001 - November 2004
Wells Fargo Financial Leasing July 2000 - February 2001
Wells Fargo Financial Leasing July 1999 - July 2000
Skills
Credit, New Business Development, Process Improvement, Sales, Customer Acquisition, Relationship Management, Financial Services, Strategic Partnerships, Analytics, Strategy, Leadership, Banking, Finance, Strategic Planning, Sales Management, Financial Analysis, Team Building, Credit Cards, Underwriting, Account Management, Management, Business Strategy, Executive Management, Vendor Management, Business Development, Call Centers, Change Management, Marketing Strategy, Loans, Mergers & Acquisitions, Direct Marketing
Education
Iowa State University 1995 — 1999
Bachelor's Degree, Bachelor of Arts in Speech Communication, Emphsis in Communication Studies
Ankeny High School 1991 — 1995
Citizens Bank May 2015 - Present
Wells Fargo Business Banking December 2012 - May 2015
Esquire Business Brokers November 2007 - December 2012
Law Office of Douglas L. Whalen, Esq., LLC November 2006 - December 2012
Nelson Levine de Luca & Horst January 2006 - October 2006
JP Morgan January 2002 - August 2003
Skills
Mergers, Mergers & Acquisitions, Litigation, Commercial Litigation, Real Estate, Legal Writing, Small Business, Valuation, Acquisitions, Business Valuation, Commercial Banking, Sales, Loans, Banking, Commercial Real Estate, Private Equity, Loan Origination, Real Estate Transactions, Real Estate Financing, Finance
Education
Villanova University School of Law 2003 — 2006
Juris Doctorate, Law
University of Delaware 1997 — 2001
B.A., Business Administration and Managament
Wells Fargo Business Banking May 2012 - Present
Umpqua Bank July 2004 - May 2012
Salem, OR 2003 - 2005
Citizens Bank Corvallis, OR 1997 - 2003
Skills
Mortgage Lending, Consumer Lending, Retail Banking, Asset Based Lending, Mortgage Banking, Commercial Banking, Credit, Loan Origination, SBA, Analysis, Leadership, Mutual Funds, Small Business Lending, Team Building, Real Estate, Credit Analysis, Marketing, Refinance, Finance, Construction Loans, Commercial Lending, Strategic Planning, Commercial Mortgages
Education
Oregon State University 1976 — 1978
Bachelor's degree, Animal Sciences
Graduate School of Banking
Graduate, Financial Services/Bank Management
Coldwell Banker Residential Brokerage February 2014 - Present
Wells Fargo Business Banking July 2007 - July 2013
Balboa Capital July 2006 - July 2007
Geo Tech Information Solutions May 2002 - August 2006
Skills
Credit, Commercial Lending, Sales, Banking, Credit Analysis, Underwriting, Finance, Loans, Business Development, Commercial Banking, Customer Retention, Lines Of Credit, Relationship Management
Education
California State University-Chico 2002 — 2006
Bachelor's degree, Organizational Communication, General
Allied Real Estate
Wells Fargo Business Banking September 2014 - Present
Wells Fargo Home Mortgage August 2012 - September 2014
Cornerstone Mortgage Group August 2006 - August 2012
Skills
USDA, First Time Home Buyers, Investment Properties, Real Estate, REO, Sales Management, Residential Homes, Real Estate Economics, Risk Management, Business Development, New Business Development, Strategic Planning, VA loans, Underwriting, Mortgage Banking, Refinance, FHA, Sales, VA Loans, Customer Service
Education
University of Oregon 1993 — 1996
Warm Beach Senior Community March 2015 - Present
Wells Fargo Business Banking May 2012 - March 2015
Education
UCSB 1973 — 1977
BA-Business Admin, Business Administration and Management, General
Wells Fargo April 2013 - Present
Union Bank April 2012 - April 2013
Wells Fargo Business Banking September 2010 - May 2012
Wells Fargo September 2009 - July 2011
Wells Fargo Business Banking Group October 2008 - September 2009
Wells Fargo Financial October 2004 - October 2008
Jitters Coffee 1997 - 1997
Skills
Extensive C&I, CRE..., Deep training in Risk..., Graduate of Advanced..., Ability to communicate..., Credit, Portfolio Management, Risk Management, Underwriting, Banking, Leadership, Training, Mergers & Acquisitions, Business Development, Commercial Banking, Coaching, Credit Analysis, Commercial Lending, Small Business Lending, Loans, Financial Analysis, Management, Relationship Management, Finance
Education
Eastern Washington University 1997 — 2004
BA, Finance and Economics
Eastlake
BBCN Bank June 2014 - Present
Wells Fargo, SBA June 2013 - June 2014
Bank of America Merrill Lynch, Global Commercial Products April 2010 - June 2013
Wells Fargo, Business Banking March 2008 - April 2010
Nara Bank June 2005 - March 2008
Education
University of California, San Diego
Bachelor's degree, Economics
Wells Fargo Business Banking Principal Business Relationship ManagerWells Fargo SBA Lending2008 - Present
Bank of the West; Union Bank of California 1996 - 2004
Cigna Individual Financial Services / New York Life 1989 - 1995
Comptroller of the Currency 1984 - 1988
Education
California State University-East Bay 2003 — 2009
accounting
University of North Carolina at Greensboro 1982 — 1984
MBA, Quantitative Analysis
Briarcliffe College 1979 — 1983
BA, English literature (minor in theatre arts)
Wells Fargo Business Banking Home Mortgage ConsultantWells Fargo Home MortgageAugust 2002 - July 2008
Education
Central Michigan University 1990 — 1995
Business, Marketing
Wells Fargo December 2010 - Present
Wells Fargo Business Banking October 2009 - December 2010
Wells Fargo Home Mortgage January 2009 - October 2009
Wells Fargo May 2005 - December 2008
Wells Fargo November 1999 - April 2005
Apple Mortgage 1996 - 1999
Skills
Credit, Underwriting, Coaching, Mortgage Lending, Risk Management, Loans, Consumer Lending, Leadership, Management, Loan Servicing, Credit Analysis, Loan Origination, Business Development, Banking, Call Centers, Real Estate, Commercial Lending, Recruiting, Sales, Portfolio Management, P&L Management
Education
University of Phoenix
BA, Business Management
Capital CDC September 2015 - Present
Capital CDC April 2014 - September 2015
Capital CDC March 2010 - April 2014
Objective-Advisors, Inc. March 2011 - March 2012
Wells Fargo Business Banking June 2006 - October 2008
Skills
Banking, Credit, Loans, Underwriting, Financial Risk, Credit Analysis, Commercial Lending, Commercial Banking, Small Business Lending, Financial Analysis, Lines Of Credit, Finance, Cash Management, Analysis, SBA
Education
Wells Fargo College of Commercial Credit 2007 — 2007
Certificate of Completion, Commercial Credit
Texas State University 2003 — 2005
BBA, Finance
Austin High School 1995 — 1998
Wells Fargo Business Banking June 2011 - June 2013
TCF Equipment Finance February 2009 - February 2010
Popular Equipment Finance March 2007 - February 2009
U.S. Bancorp Equipment Finance October 1992 - August 2006
Skills
Sales Management, Direct Sales, New Business Development, Credit, Loans
Education
Golden Gate University 1974 — 1976
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Northwestern Mutual July 2014 - Present
Northwestern Mutual May 2010 - July 2014
Wells Fargo Business Banking October 2006 - May 2010
Associated Bank January 2005 - August 2006
Marketforce Communications January 2006 - April 2006
Skills
Data Analysis, Customer Satisfaction, Marketing Research, Quantitative Research, Analysis, Qualitative Research, Project Management, SPSS, Qualtrics, Survey Design, Voice of the Customer, Advanced analytics, Presentation Skills, Net Promoter Score, Customer Insight, Data Collection, Sampling Plans, Brand Tracking, Data Segmentation, Client Segmentation
Education
DePaul University 2012 — 2012
Advanced Marketing Research Techniques Certificate, Marketing Research
University of Wisconsin-Milwaukee - Lubar School of Business 2009 — 2011
Masters, MS in Marketing
University of Wisconsin-Stevens Point 2001 — 2006
Bachelor, Business Administration
Wells Fargo October 2012 - Present
Wells Fargo Business Banking January 2009 - September 2012
Wells Fargo October 2005 - December 2009
Washington Mutual January 2001 - October 2005
Los Angeles County Probation Department July 2000 - September 2002
Skills
Banking, Credit Analysis, Commercial Lending, Sales Management, Credit, Portfolio Management, Commercial Banking, Mortgage Lending, Loans, Cross Selling, Leadership, Finance, Sales, Small Business Lending, Management, Lines Of Credit, Treasury Management, Mergers & Acquisitions, Consumer Lending, Commercial Mortgages
Education
Pacific Coast Banking School 2014 — 2016
American Banker Association Commercial Lending School 2012 — 2012
California State University-Northridge
Bachelor of Arts (B.A.), Elementary Education and Teaching
SAC Federal Credit Union March 2014 - Present
Franchise Executive, LLC 2014 - 2015
Great Southern Bank November 2012 - March 2014
Omaha State Bank January 2012 - November 2012
Wells Fargo Business Banking October 2008 - January 2012
Wells Fargo Business Banking August 2007 - October 2008
Wells Fargo Commercial Real Estate October 2006 - August 2007
Wells Fargo Financial March 2003 - October 2006
Skills
Underwriting, Credit, Loans, Commercial Banking, Banking, Cross Selling, Customer Relations, Compliance, Real Estate, Lines Of Credit, Credit Analysis, Treasury Management, Customer Service, Sales, Loan Origination, Small Business Lending, Commercial Lending
Education
Bellevue University 1998 — 2001
Bachelor of Science, Business Management
University of Nebraska-Lincoln 1995 — 1997
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
JPMorgan Chase July 2013 - Present
Wells Fargo Business Banking June 2008 - June 2013
Education
Central Washington University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo Business Banking 2007 - Present
Wells Fargo Bank July 2004 - Present
Skills
Commercial Lending, Lines Of Credit, Loan Origination, Loans, Asset Based Lending, Merchant Services, Commercial Mortgages, Mortgage Lending, Cross Selling, Commercial Banking, Credit, Credit Analysis, Wealth Management, Underwriting
Education
Binghamton University - School of Management 1977 — 1981
Bachelor of Science (B.S.), Business Management
Binghamton University - School of Management 1977 — 1981
BS, Business Management
Wells Fargo Bank January 2008 - Present
Wells Fargo Business Banking September 2004 - December 2007
Skills
Loans, Business Analysis, Risk Management, Credit
Education
Minot State University 1990 — 1994
BSBA, Business Administration and Management, General
Wells Fargo September 2013 - Present
Wells Fargo Business Banking January 2009 - Present
Wells Fargo Bank May 2006 - January 2009
Skills
Credit, Commercial Banking, Loans, Credit Analysis, Commercial Lending, Banking, Portfolio Management, Underwriting, Financial Analysis, Small Business Lending
Education
St. Ambrose University 2000 — 2004
Bachelor's degree, Business Administration and Management, General
University of Iowa - Henry B. Tippie College of Business
Master of Business Administration (MBA)
Wells Fargo Business Banking February 2012 - Present
Paychex 1996 - 2005
Education
Appalachian State University 1991 — 1995
Bachelor of Science (BS), Communication and Media Studies
Wells Fargo Business Banking
Skills
Banking, Strategic Financial..., Financial Analysis
Education
University of Minnesota-Duluth
Bachelor of Business Administration (B.B.A.), Accounting
Wells Fargo Business Banking May 2008 - Present
Skills
Commercial Lending, Credit Analysis, Underwriting, Banking, Credit, Commercial Banking
Education
San Diego State University-California State University 1974 — 1977
Bachelor of Science (BS), Marketing
Wells Fargo Business Banking October 2012 - Present
Wells Fargo May 2009 - October 2012
Wells Fargo March 2008 - May 2009
Education
University of San Francisco
Bachelor of Science (B.S.), Finance, General
Wells Fargo Business Banking December 2013 - Present
Wells Fargo Business Banking May 2011 - December 2013
Fifth Third Bank September 2009 - May 2011
Skills
Commercial Lending, Loans, Credit, Banking, Commercial Banking, Relationship Management, Credit Analysis, Portfolio Management, Financial Services, Lines Of Credit, Business Relationship...
Education
North Carolina State University 2004 — 2008
Bachelor of Science (B.S.), Finance, General