Wells Fargo Corporate Trust
Industry: Company
DescriptionParent organization: Wells Fargo Bank, National Association Subsidiary: Wells Fargo Corporate Trust(California)
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Wells Fargo Corporate Trust Employees
Wilmington Trust March 2015 - Present
Wells Fargo Corporate Trust July 2010 - March 2015
Wells Fargo 2007 - 2010
Wells Fargo Advisors 2005 - 2007
Skills
Mutual Funds
Education
University of Minnesota-Duluth 1999 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Ameriprise Financial Services, Inc. 2015 - Present
Thrivent Financial 2014 - 2015
US Bancorp Investments 2014 - 2014
Wells Fargo Corporate Trust 2013 - 2014
Wells Fargo Advisors 2011 - 2012
Best Buy 2011 - 2011
Wells Fargo Investments 2010 - 2011
Target 2009 - 2010
Augsburg Fortress Publishers 2009 - 2009
Capella University 2008 - 2008
Skills
Data Management, Software Implementation, Records Management, Banking, Data Entry, Quality Assurance, Investments, Deployment, Brokerage, Financial Service, System Deployment, Financial Services, Finance, Time Management, Management, Payroll, Sales, Editing, Advertising, Recruiting, Social Media, Applicant Tracking..., Customer Service, Leadership, Human Resources, CRM, Technical Recruiting
Education
University of St. Thomas 2014 — 2014
Mini MBA Certification, Business/Commerce
St. Cloud State University 1995 — 1999
BA, Art/Film Studies
University of Minnesota-Twin Cities 1996 — 1997
Film Studies
Cornell College 1993 — 1995
Computer Science
Wells Fargo Corporate Trust March 2013 - Present
Wells Fargo Shareowner Services October 2010 - March 2013
Wells Fargo Corporate Trust March 2006 - July 2010
Wells Fargo Corporate Trust- ABS October 2004 - March 2006
Skills
Securities, Leadership, Customer Service, Process Improvement, Investments
Education
University of Phoenix 2008 — 2010
Associates in Business Management, Business
Wells Fargo Corporate Trust August 2015 - Present
General Mobility LLC September 2004 - September 2015
APW McLean Midwest August 2003 - September 2004
Skills
Transportation, Transportation..., Logistics, Operations Management, Customer Service, Logistics Management, Dispatching, Inventory Management, Team Building, Microsoft Office, Management
Education
Anoka Ramsey Community College 2013 — 2015
Associate of Science (AS), Accounting and Finance
Anoka Technical College 2001 — 2003
Associate of Applied Science, Architectural Technology/Technician
Blaine High School 2000 — 2001
HS Diploma, 12
John Kennedy Sr. High School 1997 — 2000
9-11
TrustCore Financial August 2015 - Present
TrustCore Financial July 2014 - Present
SunTrust Bank August 2013 - July 2014
Wells Fargo Corporate Trust February 2012 - August 2013
Wells Fargo Corporate Trust December 2010 - February 2012
Bank of New York Mellon Corporate Trust July 2007 - December 2010
SunTrust Bank June 2004 - July 2007
SunTrust Bank October 2003 - June 2004
SunTrust Bank November 2002 - October 2003
SunTrust Bank May 2001 - November 2002
Skills
Trust Management, Relationship Management, Microsoft Office, Risk Management, Customer Service, Financial Services, Corporate Trust, Municipal Bonds, Corporate Finance, Accounts Payable, Cash Management, Accounting, Financial Systems, Investments, Due Diligence, Insurance, Tax, Wealth Management, Finance, Mutual Funds, Equity Derivatives, Private wealth..., Securities, Banking, Financial Advisory, Wealth Management...
Education
Penn Foster College 2010 — 2014
Associate's Degree, Accounting
Volgograd State Academy of physical education 1986 — 1990
Bachelor's Degree, Sport and Fitness Administration/Management
Independent Investment Research 2015 - Present
Deutsche Bank Securities Inc. August 2013 - December 2014
Deutsche Bank Securities Inc. June 2012 - July 2013
Deutsche Bank Securities Inc. September 2010 - July 2012
Wells Fargo Corporate Trust April 2007 - September 2010
United States Navy 1997 - 2002
Skills
Chartered Financial..., Investments, Investment Strategies, Valuation, Financial Modeling, Financial Markets, Security Analysis, Fundamental Analysis, Technical Analysis, Quantitative Finance, Equity Research, Credit Analysis, Value Investing, Event Driven, Special Situations, Growth Investing, Stocks, Fixed Income, Distressed Debt, Derivatives, Alternative Investments, Structured Products, Portfolio Management, Financial Risk..., Investment Banking, Leveraged Finance, REIT, Emerging Markets, Structured Finance, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Equities, Corporate Finance, Bloomberg, Data Analysis, Financial Analysis, Research, Finance, Capital Markets, VBA, R, SQL
Education
New York University - Leonard N. Stern School of Business
CFA Institute
Florida State University
Bachelor of Science (B.S.), Finance, Accounting, Political Science
Florida State College at Jacksonville
Associate of Arts (A.A.)
University of Maryland College Park
Electrical Engineering
Societe Generale Corporate and Investment Banking - SGCIB April 2014 - July 2015
Wells Fargo January 2011 - April 2014
Wells Fargo Corporate Trust September 2008 - January 2011
LNR Property LLC June 2005 - July 2008
Frost Bank May 2004 - March 2005
Skills
CMBS, Credit Analysis, CDO, Securitization, Commercial Lending, Investor Reporting, Loans, Financial Analysis, Credit, Underwriting, Portfolio Management, Banking, Structured Finance, Loan Origination, Capital Markets, Asset Management, Credit Risk, Commercial Mortgages, Investments, Securities, Real Estate Economics, Valuation
Education
Texas A&M University-Corpus Christi 2002 — 2004
Bachelor of Business Administration (BBA), Finance
Wilmington Trust June 2008 - Present
Wells Fargo Corporate Trust 2000 - 2008
Education
University of Connecticut 1968 — 1972
Bachelor of Science, Business Administration
Wells Fargo Corporate Trust May 2015 - Present
Wells Fargo Corporate Trust October 2012 - May 2015
Metro State - MIS: Interim Project Consulting Firm August 2012 - December 2012
Wells Fargo Corporate Trust April 2011 - September 2012
Prudential Bank September 2009 - December 2010
MC DAVE BEAUTY STORE August 2008 - September 2009
Skills
Banking, Loans, Mortgage Lending, Credit, Consumer Lending, WinCMSS, Word Processing, Spreadsheets, Database Applications, Java, MySQL, Access, Portfolio Management, Microsoft Excel, Financial Analysis, Project Planning, Process Improvement, Finance, Customer Service, Analysis, Investment Banking, Call Centers, Equities, Business Analysis, Analytics, Corporate Finance, Data Analysis
Education
Metropolitan State University 2011 — 2015
Bachelor's degree, Finance and Mathematics, 3.4/4.00
VALLEY VIEW UNIVERSITY 2009 — 2010
BACHELORS, BUSINESS ADMINISTRATION in MANAGEMENT, 3.64/4.00
Mayflower School 2000 — 2008
GED, Business
GuideStone Financial Resources July 2013 - Present
JPMorganChase September 2008 - June 2013
Wells Fargo Bank August 2004 - September 2008
Wells Fargo Corporate Trust October 2006 - March 2008
Wells Fargo March 2003 - July 2004
.. 1998 - 2001
Skills
Team Building, Sales, Training, Analysis, Financial Analysis, Fixed Income, Management, Microsoft Excel, Investments, Leadership, Technical Writing, Financial Modeling, Business Operations, CRM, Asset Management, Structured Products, MBS, CDO, Equity Research Analysis, Fixed Income Analysis, Team Leadership, Operational Efficiency, Portfolio Management, Equities, Securities, Mutual Funds, Teamwork, Financial Services, Enthusiasm to learn, Hands-on Training, Critical Thinking, Analytics, Bloomberg
Education
Keller Graduate School of Management of DeVry University 2003 — 2006
Masters Business Administration, Finance
University of Virginia 1995 — 1999
Bachelor of Arts (B.A.), American Government and Politics (United States)
Kenwood 1991 — 1995
Bloomberg and Zephyr Certified
CFA Institue
Wall Street Prep
Wells Fargo Corporate Trust July 2014 - September 2015
Blue ink Promotional Group, LLC. May 2010 - July 2014
Wells Fargo Home Mortgage December 2013 - May 2014
Sherman & Associates (Rental Property Management) September 2011 - October 2013
Litt Magazine - (Lifestyles In The Twin Cities) May 2006 - January 2013
Kimpton Hotels & Restaurants - (The Grand Hotel Minneapolis) August 2009 - July 2012
Ameriprise Financial Services, Inc. (Temporary Position) February 2010 - June 2011
Wells Fargo Home Mortgage - (Temporary Position) March 2009 - August 2009
Rust Consulting (Temporary Position) August 2007 - January 2008
Berkley Risk Administrators Co., LLC July 2004 - July 2007
Skills
Event Planning, Strategic Planning, Project Management, Outlook, Strategic Partnerships, Account Management, Customer Service, Microsoft Excel, Microsoft Word, Team Leadership, Process Improvement, Marketing Strategy, Graphic Design, Public Speaking, Microsoft Office, PowerPoint, Leadership, Team Building, Social Media Marketing, Public Relations, Social Media, Event Management, Fundraising, Marketing Communications, Training, Social Networking, Marketing, Teamwork, Advertising, Budgets, Community Outreach, Data Analysis, Entertainment, Newsletters, Research, Sales, Online Marketing, Time Management
Education
University of Minnesota-Twin Cities 1988 — 1990
Mechanical Engineering, Psychology
Voya Financial April 2015 - Present
BI WORLDWIDE September 2014 - April 2015
Thomson Reuters September 2013 - September 2014
Green Tree Servicing October 2012 - September 2013
Wells Fargo Bank N.A. September 2007 - October 2012
Wells Fargo Corporate Trust April 2005 - August 2007
Wells Fargo Institutional Trust March 2000 - March 2005
Norwest Investment Services, Inc. June 1997 - March 2000
Norwest Investment Services, Inc. June 1997 - March 2000
Washington Square Securities December 1996 - June 1997
Skills
Cross-functional Team..., Management, Program Management, Sales Management, Analysis, Business Development, Sales, Marketing, Product Development, Banking, Training, Marketing Strategy, Google Analytics
Education
University of St. Thomas 2005 — 2009
MBA, Marketing
Luther College 1990 — 1994
Bachelor of Arts, Business Management
Osseo Sr High
Wells Fargo Corporate Trust April 2012 - Present
Morgan Stanley April 2007 - April 2012
Chevy Chase Bank February 2004 - April 2007
Skills
Management, Portfolio Management, Banking, Data Analysis, Project Management, Securities, Financial Services, Fixed Income, Equities, Forecasting, Loans, Relationship Management, Asset Management, Financial Reporting, Accounting, Capital Markets
Education
Towson University 2002 — 2006
Bachelor of Arts (BA), Mass Communication/Media Studies
Charles Schwab November 2013 - Present
Weisberg & Weisberg PA May 2005 - October 2013
Wells Fargo Corporate Trust July 2001 - July 2002
First Union National Bank June 2000 - June 2001
Skills
Legal Writing, Corporate Law, Bonds, Litigation, Management, Corporate Governance, Negotiation, Strategy, Customer Service
Education
University of Miami School of Law 2002 — 2004
juris doctor, law
Tulane University 1995 — 1999
Bachelor of Science, Business
Wells Fargo Insurance June 2012 - Present
Wells Fargo Corporate Trust October 2009 - June 2012
Wells Fargo Shareowner Services November 2006 - October 2009
Wells Fargo Home Mortgage July 2005 - November 2006
Wells Fargo Home Mortgage February 2001 - July 2005
Skills
Financial Modeling, Capacity Planning, Continuous Improvement, Financial Analysis, Process Improvement, Organizational..., Strategic Thinking, Strategic Leadership, Essbase, Excel, Microsoft Office, PowerPoint, VBA, Visual Basic, HTML, SQL, Microsoft Excel, Budgets, Visio, Banking, Data Analysis, Analysis, Project Management, Management, Business Analysis, Financial Services, Risk Management, Finance, Strategy, Vendor Management, Leadership, Business Process..., Portfolio Management, Financial Planning, Team Building
Education
University of Minnesota - Carlson School of Management 2005 — 2008
Master’s Degree, MBA, Finance
Macalester College 1996 — 2000
BA, Economics
Wells Fargo Home Mortgage, Consumer Lending Division 2012 - 2015
Sunrise Bank of Arizona 2009 - 2012
Sunrise Bank of Arizona (formerly Camelback Community Bank) 2008 - 2009
Stearns Bank 2007 - 2008
Stearns Bank 2006 - 2007
Wells Fargo Bank, N.A., SBA Lending Division 2003 - 2005
Wells Fargo Corporate Trust 2002 - 2003
Wells Fargo Home Mortgage 2001 - 2002
Wells Fargo Bank, N.A. 1999 - 2000
Arizona State Fund Workers' Compensation Insurance 1997 - 1998
Skills
15 years Financial..., Credit Analysis, Underwriting, Customer Service, Consumer Lending, Banking, Commercial Banking, Commercial Lending, Credit, Financial Risk, Loans, Mortgage Lending, Securities, Small Business Lending, Finance, Credit Risk, Analysis, Financial Analysis
Education
University of Maryland University College 2010 — 2017
Certificate, Accounting
University of Maryland University College 2009 — 2017
Master of Science (MS), Accounting and Financial Management
University of Maryland University College 2010 — 2014
Certificate, Financial Management in Organizations
University of Phoenix - Online 2004 — 2008
Master of Management (MM), Management
University of Phoenix - Online 2001 — 2004
Master of Business Administration (M.B.A.), Technology Management
Grand Canyon University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance
Phoenix College
Associate of Arts (A.A.), General Studies
Cambria May 2015 - Present
Aerotek July 2012 - May 2015
Aerotek Professional Services August 2011 - July 2012
Wells Fargo Corporate Trust January 2011 - August 2011
Skills
Recruiting, Human Resources, Account Management, Talent Management, Business Analysis, Project Management, Temporary Placement, Customer Service, Sales, Staffing Services, Applicant Tracking..., Technical Recruiting, Social Media, Marketing
Education
University of Colorado at Boulder 2005 — 2009
Bachelors, Communications
RE/MAX Results July 2015 - Present
Wells Fargo Corporate Trust June 2014 - July 2015
Starbucks December 2014 - March 2015
Wells Fargo Home Mortgage August 2013 - June 2014
Barnes & Noble August 2013 - February 2014
Country Inn & Suites By Carlson May 2013 - August 2013
Airworthy Aerospace Industries Incorporated November 2012 - April 2013
Panera Bread July 2012 - November 2012
Progressive Stamping February 2012 - June 2012
Barnes & Noble August 2008 - May 2012
Skills
Purchasing, Customer Service, Microsoft Word, Telephone Skills, Cashiering, Time Management, Human Resources, Teamwork, Data Entry, 5S, Muda, Handle Confidential..., Kofax, Electronic Filing, Microsoft Excel, Outlook, PowerPoint, Internet, Cash Handling Experience, Petty Cash, Clerical Skills, Scanners, Receptions, Administrative..., Physical Inventory, Factory, Food Safety, Food & Beverage, Office Administration, 10 Key, Inventory Management, Spreadsheets, Fax, Office Equipment, Highly detail oriented, Receptionist Duties, Critical Thinking, Facebook, Multi-line Phone, Clerical Work, Confidentiality, Leadership, Employee Training
Education
Capella University 2014 — 2015
Bachelor's degree, Business Administration and Management, General
University of Northwestern Ohio 2009 — 2012
None, Business Administration
Irondale Senior High 2004 — 2008
High School Diploma, Basic skills
Citi Private Bank- Law Firm Group August 2014 — Present
Wells Fargo - Corporate Trust July 2013 — August 2014
Wells Fargo - Corporate Trust October 2011 — July 2013
Wells Fargo - Corporate Trust March 2011 — October 2011
Wells Fargo - Corporate Trust October 2007 — March 2011
Skills
Portfolio Management, Contract Negotiation, Training, Account Management, Customer Service, System Administration, Mergers & Acquisitions, Escrow, Banking, Treasury Management, Cash Management, Leadership, New Business Development, Management
Education
University of Phoenix 2011 — 2012
B.S., Business Finance
California State Polytechnic University-Pomona 2005 — 2007
Industrial Engineering
Mt. San Antonio College 2002 — 2004
Engineering
Saint Mary's College of California 2018 — 2021
Master of Business Administration (M.B.A.), Finance (Program Canidate 2014)
ISS Institutional Shareholder Services January 2015 - Present
Morgan Stanley Wealth Management September 2013 - December 2014
Financial Industry Regulatory Authority December 2011 - August 2013
Financial Industry Regulatory Authority August 2010 - November 2011
Wells Fargo Corporate Trust December 2008 - August 2010
Wells Fargo Home Mortgage July 2007 - December 2008
Skills
Financial Risk, Securities, Compliance, Analysis, FINRA, Access, Internal Controls, AML, Investments, Mutual Funds, Microsoft Excel, Financial Services, Financial Regulation, Fixed Income, Equities, Capital Markets, Securities Regulation, Options, Due Diligence, Equity Trading, KYC, Bonds, Risk Management, Finance, OFAC, Broker-Dealer, Bank Secrecy Act, MBS, Alternative Investments, Fraud, Financial Markets, Financial Institutions, USA PATRIOT Act, SEC, Dodd-Frank, Investment Advisory, Series 24, Series 7, Wealth Management
Education
Iowa State University 2003 — 2007
Bachelor of Science, Finance
Wells Fargo Corporate Trust May 2011 - Present
City of Plymouth 2006 - Present
Wells Fargo Network March 2006 - May 2011
Wells Fargo Community Funding Council 2007 - 2010
Wells Fargo Trust Operations June 2005 - March 2006
Wells Fargo Institutional Trust Services May 2003 - June 2005
Wells Fargo Volunteer Leave Program April 2004 - July 2004
Wells Fargo Trust Operations November 1997 - May 2003
Wells Fargo November 1995 - November 1997
Wells Fargo September 1994 - November 1995
Skills
CompTIA Network+..., Enterprise Architect, Project Management, Business Analysis, Analysis, Securities, Financial Risk, Networking, Risk Management, Financial Services, Banking, Program Management, Relationship Management
Education
The University of Texas at Arlington
BS, Economics
Wells Fargo Corporate Trust February 2011 - Present
Wells Fargo Home Mortgage November 2007 - February 2011
Wells Fargo Home Mortgage 2004 - 2009
Skills
Operations Management, Process Improvement, Manage Client..., Mortgage Lending, Operational Risk..., Loans, Banking
Education
University of Minnesota-Twin Cities
Wells Fargo Corporate Trust Operational Risk ConsultantWells FargoJuly 2014 - Present
Skills
SDLC, Requirements Analysis, Process Improvement, Program Management, Vendor Management, Visio, SharePoint, Business Analysis, Risk Management, Leadership, Banking, Business Process..., PMP, Management
Education
Central College 1976 — 1980
The Nerdery May 2012 - Present
Virtual Radiologic February 2008 - May 2012
Comm5 Web Systems December 2005 - February 2008
Wells Fargo Corporate Trust May 2004 - December 2005
Carlson Marketing May 1998 - April 2004
Carlson Marketing Group 1998 - 2004
Skills
JavaScript, Analysis, SQL, C#, .NET, Microsoft SQL Server, Visual Studio, ASP.NET, ASP.NET MVC, Software Development, AJAX, Object Oriented Design, jQuery, LINQ
Education
Iowa State University - College of Business 1993 — 1998
Wells Fargo Corporate Trust May 2012 - Present
Wells Fargo Business Payroll Services December 2010 - May 2012
Wells Fargo Home Mortgage May 2007 - December 2010
Skills
Loan Servicing, Payroll Taxes, Accounting
Education
College of St. Catherine 2010 — 2013
MA Organizational Leadership, Strategic Management
University of Maiduguri 1994 — 1998
B.SC Accounting
IACCT Board MemberIowa Department of Economic Development2007 - April 2010
Mercy Medical Center September 2005 - May 2007
Wells Fargo Corporate Trust January 2000 - January 2004
Iowa Association of School Boards July 1986 - December 1999
Skills
Fundraising, Program Development, Public Speaking, Non-profits, Strategic Planning, Nonprofits, Leadership, Grant Writing, Leadership Development, Community Outreach, Higher Education, Budgets, Economic Development, Policy, Financial Analysis, Event Planning
Education
University of Iowa College of Law 1981 — 1983
JD, Law
University of Iowa 1973 — 1979
BBA, Finance
Wells Fargo Corporate Trust August 1998 - Present
Wells Fargo Investments August 1996 - August 1998
Wells Fargo February 1994 - August 1996
Wells Fargo October 1991 - February 1994
Wells Fargo April 1990 - October 1991
Skills
Portfolio Management, Trading, Banking, Settlement, Loans, Credit, Securities, Investments, Credit Analysis, Fixed Income, Structured Finance, Relationship Management, Financial Services, Treasury Management, Cash Management, Asset Management, Bonds
Education
Metropolitan State University 2002 — 2004
Finace, Economics
Edison High School 1984 — 1988
Transamerica June 2015 - Present
Transamerica May 2011 - Present
Wells Fargo Corporate Trust April 2008 - May 2011
Wells Fargo Corporate Trust 2004 - 2008
Wells Fargo Corporate Trust 2002 - 2004
Legg Mason 2000 - 2002
Education
University of Baltimore 2003 — 2005
Master of Science Degree, Finance
University of Maryland 1995 — 1999
Bachelor of Science Degree, Finance
Wells Fargo Corporate Trust February 2008 - Present
Wells Fargo Bank 2007 - Present
Skills
Mortgage Lending, Securities, Loans, Credit, Mortgage Banking, Underwriting, Mutual Funds, Financial Analysis, Portfolio Management, Public Speaking, Sales, Microsoft Office, Banking, Risk Management, Financial Services, Leadership, Customer Service, Management
Education
Delaware State University
Business/Marketing
Wells Fargo Corporate Trust Services - Tax December 2014 - Present
Wells Fargo Corporate Trust Services July 2014 - November 2014
Wells Fargo Corporate Trust Services June 2013 - July 2014
MN Department of Revenue September 2011 - June 2013
Wells Fargo Corporate Trust January 2011 - September 2011
Skills
Microsoft Excel, Forecasting, Microsoft Word, Budgets, Microsoft Office, PowerPoint, Accounting, Financial Analysis, Customer Service, Access, Financial Reporting, Outlook, Auditing, QuickBooks, Tax, Accounts Payable, Tax Returns, Teamwork, Analysis, Process Improvement, Account Reconciliation, General Ledger, Invoicing, Financial Accounting, Payroll, Software Documentation, Management, Journal Entries, Training, Bookkeeping, GAAP, Accounts Receivable
Education
University of Minnesota - Carlson School of Management 2014 — 2016
Masters in Business Taxation
Saint Cloud State University - G.R. Herberger College of Business 2007 — 2010
Bachelors of Science, Accounting
St. Cloud State University 2007 — 2010
Accounting
Wells Fargo Corporate Trust February 2012 - Present
Wells Fargo Shareowner Services December 2010 - January 2012
Wells Fargo Shareowner Services December 2009 - November 2010
Wells Fargo Shareowner Services June 2005 - December 2009
Wells Fargo Shareowner Services July 2001 - June 2005
Wells Fargo Shareowner Services June 1999 - June 2001
Skills
Vendor Management, Business Analysis, SDLC, Process Improvement, PMO, Business Requirements, Business Process Mapping, Call Center, Change Management, Customer Service, Defect Logging, Defect Tracking, Leadership, Microsoft Excel, Microsoft Word, Problem Solving, Project Delivery, Project Management, Project Planning, Relationship Management, Regression Testing, Requirements Gathering, SharePoint, Test Execution, Team Leadership, Test Planning, Test Scenarios, Test Scripts, Test Strategy, User Acceptance Testing, User Interface Design, Visio, Financial Services, Business Process..., Software Documentation
Education
Inver Hills Community College
Metropolitan State University
Wells Fargo Corporate Trust July 2011 - October 2012
Wells Fargo Corporate Trust January 2010 - July 2011
Wells Fargo Corporate Trust January 2007 - December 2009
National Fidelity Mortgage January 2005 - January 2007
Skills
Database Design, Project Management, Fixed Income Analysis, Analytics, Analysis, SQL, VBA, Loan Origination, Mortgage Banking, Banking
Education
The Johns Hopkins University - Carey Business School 2008 — 2010
Masters, Finance
Cumberland College 2000 — 2004
Bachelors of Science, Mathematics and Physics
Zions Bank Corporate Trust & Escrow Services April 1997 - Present
Wells Fargo Corporate Trust April 1993 - April 1997
First Interstate Bank Corporate Trust September 1985 - April 1993
Skills
Securitization, Capital Markets, Debt, Corporate Trust &..., Escrow, Structured Finance, Corporate Trust, Commercial Lending, Credit Analysis, Credit, Loan Origination, Bonds, Banking, Portfolio Management, Credit Risk, Treasury Management, Commercial Banking
Education
University of Oregon 1980 — 1981
Business Administration & Management
The University of North Dakota 1976 — 1981
BS, Management/Marketing
Wings Finanacial Credit Union August 2010 - Present
Apex IT February 2007 - May 2010
Edward J Barder CPA, LLC February 2006 - April 2007
Wells Fargo Corporate Trust September 2004 - February 2007
Skills
Account Reconciliation, Accounts Payable, General Ledger, Accounts Receivable, Accounting, Financial Statements, Journal Entries, Invoicing, Payroll, Financial Reporting, Fixed Assets, Budgets, QuickBooks, Business Intelligence, Oracle
Education
Bemidji State University 1999 — 2003
BS, Accounting
Wells Fargo Corporate Trust April 2015 - Present
Wells Fargo 2014 - 2015
National Australia Bank January 2006 - October 2013
Scotial Captal 2001 - 2006
Goldman Sachs 1995 - 1996
Goldman Sachs 1995 - 1996
Goldman Sachs 1995 - 1995
Goldman Sachs 1995 - 1995
Education
Muhlenberg College
Wells Fargo Corporate Trust August 2013 - Present
Wells Fargo August 2008 - August 2013
Skills
Series 7, Wealth Management, Investments, Securities, Equities, Financial Services, Banking, Customer Service, Microsoft Office, Leadership, Process Improvement
Education
Collin County Community College
Associate of Science (A.S.)
Southern Utah University
Bachelor of Science (BS), Nutrition Sciences
ASRC Federal April 2013 - Present
ASRC Federal March 2005 - March 2013
Wells Fargo Corporate Trust September 2001 - March 2005
Skills
Management, Costpoint, Microsoft Office, Pricing Analysis, Budgets, Financial Analysis, Financial Reporting, Internal Audit, Employee Training, Government Proposals, Contract Management, Process Improvement, Managerial Finance, Success Driven, Business Analysis, Business Planning, Data Analysis, Strategy, Cross-functional Team..., Cognos
Education
University of Maryland College Park 1997 — 2001
Bachelor's degree, Finance, General
U.S. Bank November 2009 - Present
Wells Fargo Corporate Trust May 2007 - November 2009
U.S. Bank 1996 - 2007
Internal Revenue Service October 1985 - April 1995
Skills
Tax Preparation, Tax Law Research, Customer Service, Fiduciary Services, Charitable Trusts, Problem Solving, Income Tax, Tax Accounting, Tax Returns, Tax Law, Preparation
Education
University of Minnesota-Twin Cities 1979 — 1985
Bachelor of Arts (B.A.), History