Wells Fargo Financial
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5,123 Wells Fargo Financial employees in database. Find out everything there's to know about Wells Fargo Financial 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 Financial Employees
Ally Financial Inc. July 2014 - Present
ProGreen Superior Roof Coatings July 2009 - July 2014
AutoComm May 2009 - July 2009
Sisbarro Chrysler, Dodge, Jeep October 2008 - April 2009
Wells Fargo Financial March 2004 - September 2008
AmeriCredit February 2000 - February 2003
Skills
Loans, Sales, Sales Operations, Business Development, Leadership, Management, Sales Process, Sales Management, Selling, Customer Satisfaction, Customer Retention, Negotiation, Training, Team Building, New Business Development
Education
Eastern New Mexico University 1986 — 1988
Associates Dedgree, Automotive Technology, Small Business Management
A Small Orange July 2014 - Present
BB&T February 2013 - February 2014
Outbound Engine April 2012 - February 2013
SunTrust Bank January 2010 - January 2012
Chevy Chase Bank January 2006 - January 2009
Wells Fargo Financial January 2005 - June 2006
The Right One August 2004 - January 2005
Skills
Branch Management, Retail Banking, Banking, Sales Management, Risk Management, Loans, Credit, Sales, Commercial Banking, Consumer Lending, Marketing, Mortgage Lending, Small Business Lending, Sales Process, New Business Development, Commercial Lending, Credit Analysis, Business Development, Training, Account Management, Management, Start-ups, Social Media Marketing, Cross Selling, Volunteering, Lines Of Credit, Social Media Consulting, Non-profit Volunteer, Recruiting, Executive Management, Community Development, Underwriting, Community Outreach, Applicant Tracking..., Market Research, Coaching, Salesforce.com, Leadership, Relationship Management, Strategic Planning, Customer Service, Investments, Insurance, Customer Retention, Human Resources, Finance, Budgets, Cold Calling, Retail, CRM
Education
Elizabethtown College 2000 — 2004
Bachelor of Science (B.S.), Business Administration, Management and Operations
PNC Wealth Management March 2010 - Present
Northwestern Mutual August 2007 - March 2010
Employee Benefit Resources May 2006 - August 2007
Dr. Sanders Professional Eye Care April 2005 - May 2006
Wells Fargo Financial January 2004 - December 2004
Logistics Plus International September 2003 - November 2003
Skills
Investments, Insurance, Credit, Microsoft Excel, Accounts Receivable, Accounting, Access, Finance, Customer Service, Asset Allocation, Loans, Microsoft Word, Trust Services, Administrative..., Administrative Work, Banking, Brokerage, Confidentiality, Efficiency, Dependable Team Player, High Level Of Accuracy, Cost Basis Reporting, Letter Writing, Mail Merge, Reporting & Analysis, Queries
Education
Pennsylvania State University-Erie Campus 2000 — 2003
Bachelor of Science, Finance
Pennsylvania State University-Erie Campus 2000 — 2003
Bachelor of Science, International Business
The University of Northampton 2001 — 2001
Edinboro University of Pennsylvania
JCCs of North America August 2014 - Present
FSC Pediatrics May 2013 - Present
Mölnlycke Health Care November 2011 - July 2012
Southside Medical Center September 2008 - September 2011
Fitness4Life January 2006 - 2009
Wells Fargo Financial January 2008 - November 2008
LA Fitness March 2006 - August 2008
LA Fitness January 2005 - February 2006
Skills
Business Development, Sales Process, Building Relationships, Six Sigma, Medicare/Medicaid..., Healthcare, Medical Devices, Sales Management, Wound Care, Leadership, Program Management, Management, Sales, Coaching, Selling, B2B
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
Masters in Business Administration, Masters in Healthcare Administration, Business Administration and Management, Healthcare
Emory University 2001 — 2005
B.A., Psychology, Sociology, Business
Tulane University 2001 — 2001
Economics
Valley View School
Elevate June 2014 - Present
Think Finance August 2013 - June 2014
Think Finance December 2012 - August 2013
Bank of America May 2011 - December 2012
Barclays Bank Delaware (formerly Barclaycard US) August 2007 - May 2011
Wells Fargo Financial June 2006 - August 2007
The Bank of New York May 2004 - June 2006
Fleet Credit Card Services 2002 - 2004
Skills
Enterprise Architecture, Credit, Risk Management, Portfolio Management, Financial Risk, SAS, VBA, Strategy, Loans, Finance, Project Management, Business Process, Access, Change Management, Credit Cards, SQL, Oracle, Analytics, Analysis, Training, Process Improvement, Unix, Management, Program Management, Banking, Commercial Banking, Business Intelligence, CRM, Business Analysis, Credit Risk, Financial Services, Six Sigma, Financial Modeling, Financial Analysis, Executive Management, Credit Analysis, Business Process..., Consumer Lending, Operational Risk, Retail Banking, Forecasting, Relationship Management, Vendor Management, Segmentation, Data Analysis, Leadership, Strategic Planning
Education
Drexel University - LeBow College of Business 2007 — 2010
MBA, Global Management
University of Delaware - Lerner College of Business and Economics 1999 — 2002
BS, Business Administration - Operations Management
Delaware Technical Community College 1996 — 1999
Dual Associates, Industrial Engineering and Operations Management
Merrill Edge August 2012 - Present
Merrill Edge September 2011 - August 2012
Morgan Stanley Smith Barney January 2010 - September 2011
Wells Fargo Financial December 2008 - January 2010
Wells Fargo Financial October 2006 - August 2008
Wells Fargo Financial December 2004 - October 2006
Skills
Marketing Strategy, Process Improvement, Investments, Financial Analysis, Credit, Strategy, Mortgage Lending, Series 7, Sales, Strategic Planning, Loans, Customer Service, Leadership, Management, Banking, Portfolio Management, Budgets
Education
Drake University 2002 — 2003
MBA, Marketing
Iowa State University 2006 — 2008
Master of Accounting, Accounting / Finance
University of Florida 1998 — 2002
Bachelor's degree, Business Administration and Management, General
Wells Fargo January 2015 - Present
Wells Fargo January 2014 - January 2015
Wells Fargo February 2013 - December 2013
Wells Fargo July 2011 - February 2013
Wells Fargo September 2010 - June 2011
Wells Fargo Financial May 2007 - September 2010
Wells Fargo Financial May 2006 - April 2007
Wells Fargo Financial July 2004 - May 2006
Skills
Sales, Credit, Management, Coaching, Recruiting, Leadership, Customer Retention, Customer Service, Retail Banking, Cross Selling, Marketing, Retail, Mortgage Lending, Loans, Financial Services, Relationship Management, Employee Engagement, New Business Development, Lines Of Credit, FHA, Loan Origination
Education
East Carolina University 1999 — 2002
BA, Psychology (Concentration in I/O Psychology)
Mitchell High School 1995 — 1999
High School
RE/MAX Alliance Group December 2013 - Present
Keller Williams Integrity First Realty August 2011 - December 2013
CAR Financial Services Inc April 2005 - June 2011
Wells Fargo Financial September 1977 - March 2005
Skills
First Time Home Buyers, FHA, Real Estate, Sales Management, Negotiation, Investors, Buyer Representation, Listings, Mortgage Lending, Sellers, Selling, Short Sales, New Home Sales, Real Estate Transactions, Single Family Homes, Referrals, REO, Condos, Relocation, Vacation Homes, Investment Properties, Foreclosures, Residential Homes, HUD, Loans, Property Management, Buyers, Brokerage, New Homes, Real Estate Financing, Property, Commercial Real Estate
Education
The University of Texas at El Paso 1978 — 1982
MBA work, Business
East Carolina University 1969 — 1977
BSBA, Business Management
Radio One May 2014 - Present
Young Life March 2005 - May 2014
Wells Fargo Financial November 2011 - December 2012
Trinity UMC, Wilmington,NC August 2010 - November 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Sales, Account Management, Public Speaking, Social Networking, Social Media, Event Planning, Community Outreach, Public Relations, Time Management, Leadership
Education
East Carolina University 2004 — 2008
Bachelor of Science (BS), Communication and Media Studies
Wells Fargo Home Mortgage October 2010 - November 2012
Wells Fargo Financial February 2005 - October 2010
Skills
Mortgage Lending, Banking, Sales Management, Mortgage Banking, Outstanding..., Consumer Lending, Credit Analysis, Loan Origination, Loans, Credit, Public Speaking, Refinance, Residential Mortgages, FHA, Leadership
Education
Eastern Washington University
Vertical Screen July 2013 - Present
Pinnacle Group, BRS Inc. November 2011 - July 2013
Wells Fargo Bank, NA August 2010 - October 2011
Wells Fargo Financial June 2008 - July 2010
Skills
Results Oriented, Reliable, Efficent, Detail oriented, Positive Team Player, Unwavering Work Ethic, Exceptionally Organized, Work Ethic, Goal Oriented, CRM, Sales, New Business Development, Recruiting, Leadership, Human Resources, Interviews, Employee Relations, Employee Training, Customer Retention, Onboarding, Customer Satisfaction, Program Management, Cold Calling, Training, Performance Management, Applicant Tracking...
Education
Eastern University 2004 — 2008
BS, Business Management, Communications
Christopher Dock
Wells Fargo Home Mortgage May 2013 - Present
Wells Fargo Insurance October 2009 - May 2013
Wells Fargo Financial August 2007 - October 2009
Wells Fargo Financial November 2004 - August 2007
Skills
Banking, Relationship Management, Credit, Loans, Credit Analysis, Portfolio Management, Underwriting, Loan Origination, Risk Management, Series 7, Finance, Financial Analysis, Analytics, Investments, Sales
Education
Drake University 1999 — 2003
BSBA, Marketing and Management
Arvest Bank Premier Solutions September 2015 - Present
Arvest Bank January 2015 - September 2015
Arvest Bank January 2014 - January 2015
Arvest Bank November 2009 - January 2014
Arvest Bank November 2007 - November 2009
Wells Fargo Financial August 2000 - November 2007
Skills
Bilingual, Spanish, Leadership, Credit, Microsoft Excel, Business Development, Loans, Customer Service, Management, Team Leadership, Fundraising, Mortgage Lending, Consumer Lending, Strategic Planning, Sales, Finance, Portfolio Management, Commercial Lending, Cross Selling, Loan Origination, Home Equity Loans, Refinance, Lines Of Credit, Small Business Lending, Banking, Credit Analysis, Analysis, Branch Banking, Real Estate, Sales Management, Commercial Banking, Retail Banking, Mortgage Banking, Relationship Management, Financial Services, Underwriting, FHA, Credit Cards, Risk Management, Credit Risk, Financial Analysis
Education
Graduate School of Banking Colorado 2013 — 2015
Graduate Degree, Banking and Financial Support Services
Eastern New Mexico University 1996 — 2000
Bachelor’s Degree, Criminology Minor in Spanish
TouchNet Information Systems, Inc. June 2012 - Present
StoreFinancial July 2008 - June 2012
Wells Fargo Financial November 2005 - June 2008
Entercom Broadcasting 2005 - 2006
A.D. Banker & Company February 2000 - May 2005
Skills
Account Management, Training, Customer Service, Salesforce.com, Database Marketing, Strategic Planning, Marketing Strategy, Telecommunications, CRM, Marketing, Direct Sales, Sales, Strategic Partnerships, Contract Negotiation, Process Improvement, Management
Education
Eastern Michigan University 1993 — 1999
Bachelor of Science, Communications
Tecumseh High School 1989 — 1993
Bank of America June 2015 - Present
JPMorgan Chase October 2009 - June 2015
Countrywide Mortgage Services January 2009 - September 2009
Wells Fargo Financial October 2006 - June 2009
El Paso Saturn Inc February 2000 - April 2006
Skills
Credit, Loans, Coaching, Sales, Customer Satisfaction, Small Business Lending, Relationship Management, Credit Risk, Retail Banking, Loan Origination, Cross Selling, Lines Of Credit, FHA, Finance, Cash Management, Portfolio Management, Banking, Credit Analysis, Commercial Mortgages, Credit Cards, SBA, Merchant Services, Mortgage Lending, Commercial Lending, Commercial Banking, Consumer Lending, Treasury Management, Branch Banking, Financial Analysis, Banking Relationships, Mortgage Banking, Refinance, Financial Services, Deposits, Loan Servicing, Financial Institutions, Private Banking, Asset Based Lending, Underwriting, Residential Mortgages, Financial Risk, Financial Structuring, Series 63, Trade Finance, Mortgage Servicing, Operational Risk, Structured Finance, Wealth Management, Mutual Funds, Business Relationship...
Education
El Paso Community College 1996 — 1998
Finance, General
Omega performance
Vom Fass Des Moines October 2011 - Present
Aviva plc October 2010 - June 2011
Wells Fargo Home Mortgage July 2009 - October 2010
Wells Fargo Financial May 2001 - June 2009
Zland April 1999 - April 2001
CareMedic Systems January 1998 - March 1999
Wellmark July 1992 - December 1997
Education
Drake University 1995 — 1997
Masters, Public Administration
Grand View College 1986 — 1992
Bachelors, Business Admin
Submittal Exchange October 2014 - Present
Civic Music Association 2011 - Present
Mechdyne Corporation January 2013 - September 2014
Friends Of Drake Arts 2011 - March 2013
SHAZAM, Inc. 2007 - 2012
ARAG 2004 - 2007
Wells Fargo Financial 2001 - 2004
Principal Financial Group 1998 - 2001
Skills
Sales Management, New Business Development, Strategic Planning, Customer Relations, Consultative Selling, Business Relationship..., Contract Negotiations, Change Management, Team Building, Non-profit Boards, Fundraising, Process Improvement, Selling, Contract Negotiation, Management, Banking, Account Management, Customer Service, Business Development, Budgets, Strategic Partnerships, Executive Management, Marketing, Leadership, Financial Services, Risk Management, Vendor Management, Sales Operations, Start-ups, Sales, Direct Sales, Strategy, Product Development, Sales Process, Project Planning, Training, Negotiation, Cross-functional Team..., Consulting, Solution Selling, Marketing Strategy, B2B, Product Management, Customer Retention, Salesforce.com, Product Marketing, Market Research, Operations Management, Sales Presentations, P&L Management
Education
Drake University
MBA, Business Management
Drake University
BSBA, Management
Wells Fargo Home Mortgage January 2014 - Present
Wells Fargo Home Mortgage February 2012 - December 2013
Wells Fargo Home Mortgage July 2010 - January 2012
Wells Fargo Financial November 2009 - June 2010
Wells Fargo Home Equity March 2005 - October 2009
Wells Fargo Home Equity June 2004 - February 2005
Delta Dental of Iowa November 1998 - June 2003
Principal Financial Group February 1997 - October 1998
Skills
Loans, Mortgage Lending, Residential Mortgages, Commercial Lending
Education
Drake University 2000 — 2002
Master's degree, Public Administration
Iowa State University 1993 — 1996
Bachelor's degree
MillerCoors February 2015 - Present
Enterprise Rent-A-Car January 2012 - January 2015
Enterprise Rent-a-Truck July 2007 - January 2012
ENTERPRISE July 2008 - October 2008
Enterprise Rent-a December 2007 - August 2008
Enterprise Rent-A-Car July 2007 - December 2007
Wells Fargo Financial January 2006 - August 2006
Skills
Loans, New Business Development, Sales Management, Customer Service, Marketing, Sales, Account Management, Management, Strategic Planning, Leadership, Marketing Strategy, Cold Calling, Marketing Communications, Customer Retention
Education
Drake University 2001 — 2005
B.S.B.A., Management / Marketing
Drake University
Bachelor of Science, Business Administration ~ Management/Marketing
FedEx Services May 2001 - Present
Wells Fargo Financial December 1999 - May 2001
US Airways June 1998 - December 1999
Skills
Transportation, Logistics, Account Management, LTL, Strategic Planning, Process Improvement, Salesforce.com, Logistics Management, Air Freight, Supply Chain, Cross-functional Team..., Team Building, Negotiation, Truckload, Forecasting, Management, Operations Management, Pricing, Sales, Supply Chain Management, Transportation...
Education
Harvard University Extension School 2011 — 2015
Master's degree, Sustainability & Environmental Management
Edinboro University of Pennsylvania 1993 — 1998
Bachelor's degree, Communications
James Madison University August 2012 - Present
Tennessee Technological University January 2012 - May 2012
The University of Tennessee August 2008 - May 2012
The University of Tennessee August 2007 - May 2012
Lincoln Memorial University January 2007 - August 2008
Tusculum College November 2005 - August 2007
Wells Fargo Financial December 2004 - November 2005
East Carolina University August 2003 - December 2004
Knight Enterprise Lease Brokers May 2003 - August 2003
Bank of America March 2002 - September 2002
Skills
Access, SAS, Visual Basic, C++, HTML, Stata, Windows, Microsoft Office, SQL, Perl, Linux, Unix, MS-DOS, VBA, WRDS, Bloomberg, Datastream, Python, Financial Modeling, Microsoft Excel
Education
University of Tennessee 2008 — 2012
Ph.D., Finance
East Carolina University 2003 — 2004
M.B.A, Computer Information Systems
Lincoln Memorial University 1999 — 2003
B.A, Communication Arts
Lincoln Memorial University 1999 — 2003
B.B.A, Information Systems
National Rifle Association July 2013 - Present
National Rifle Association October 2007 - July 2013
National Rifle Association October 2007 - July 2013
Wells Fargo Financial August 2006 - October 2007
Skills
Marketing, Email Marketing, Social Networking, Sales, Newsletters, Recruiting, Public Speaking, Sales Management, Retail, Event Planning, Social Media, Event Management, Marketing Strategy
Education
Elon University 2002 — 2006
Bachelor of Science, Business Administration; Marketing
Softworld January 2011 - Present
The Mergis Group May 2010 - January 2011
Homeland Mortgage September 2009 - May 2010
Wells Fargo Financial May 2009 - September 2009
Friedman, Weissman & Associates, P.C. May 2008 - August 2008
Littelfuse May 2007 - August 2007
Finish Line May 2004 - December 2006
Skills
Executive Search, Cold Calling, Sales, Benefits Negotiation, Business Planning, Business Development, Sales Management, Temporary Staffing, Management, Consulting, Training, Requirements Analysis, Auditing, Internet Recruiting, Software Documentation, Permanent Placement, Applicant Tracking..., Talent Acquisition, Technical Recruiting, Financial Services, Sourcing, Proposal Writing, General Ledger, Cash Management, Vendor Management, CRM, Business Analysis, Screening Resumes, Internal Audit, Screening, Credit, Software Development, College Recruiting, Microsoft Excel, Visio, Temporary Placement, Information Technology, Recruiting, SDLC, Accounting, SharePoint, Staffing Services, Process Improvement, Account Management, Talent Management, Invoicing, Customer Service, Loans, Interviews, Finance
Education
Eastern Illinois University 2005 — 2009
Bachelor of Science, Finance
Healthcare Interactive September 2014 - Present
CPM Healthgrades September 2013 - September 2014
PharmaSeek December 2011 - September 2013
ibidi, LLC April 2008 - December 2011
CPM Marketing 2006 - 2008
Wells Fargo Financial 2004 - 2006
Skills
Business Development, Assay Development, Contract Negotiation, Medical Devices, CRM, Cell, Cold Calling, Salesforce.com, Sales, New Business Development, Direct Sales, Negotiation, Cell Culture, Marketing Communications, Market Analysis, R&D, Budgets, Account Management, Sales Process, Sales Management, Product Development, Marketing, Product Marketing, Marketing Strategy, Market Research, Project Management, Microscopy, Strategic Planning, CRO, Clinical Trials, Immunology, Pharmaceutical Industry
Education
Edgewood College 2000 — 2004
Business, Management
Medline Industries January 2014 - Present
Faucet Queen October 2011 - January 2014
WebQA May 2008 - October 2011
Wells Fargo Financial June 2007 - April 2008
The Daily Eastern News August 2005 - May 2007
Wells Fargo Financial May 2006 - August 2006
Skills
Product Development, Market Research, Market Planning, Marketing Strategy, Competitive Analysis, CRM, Business Strategy, Cross-functional Team..., Strategic Planning, Account Management, Sales, New Business Development, Forecasting, Selling, Sales Management, Sales Operations, Leadership, Strategy, Advertising, B2B, Website Development, Management, Trademarks, Brand Licensing, Retail, Product Launch
Education
Eastern Illinois University 2003 — 2007
Bachelors, Corporate Communication, Advertising
Investors Bank Personal BankerInvestors BankSeptember 2012 - September 2014
Wells Fargo Financial April 2010 - September 2012
Skills
Finance, Commercial Banking, Retail Banking, Microsoft Excel, Banking, Financial Analysis, Customer Service, Microsoft Office, Loans, Sales, PowerPoint, Public Speaking, Team Building, Credit, Analysis, Credit Analysis, Credit Risk
Education
Elon University 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo Home Mortgage January 2012 - Present
Wells Fargo June 2010 - January 2012
Wells Fargo Financial July 2001 - June 2010
Skills
Internal Controls, Audit, Loans, Compliance, Risk, Financial Institutions
Education
Drake University 1987 — 1991
BA, International Relations
American University of Rome 1990 — 1990
International Business
Koley Jessen P.C. February 2014 - Present
Heidman Law Firm August 2010 - January 2014
Wells Fargo Financial June 2006 - July 2007
Skills
Legal Research, Civil Litigation, Legal Writing, Business Litigation, Commercial Litigation, Bankruptcy, Westlaw, Litigation, Trials
Education
Drake University Law School 2007 — 2010
Doctor of Law (J.D.), Law
Grinnell College 2002 — 2006
BA, History
Principal Financial Group June 2013 - Present
Nationwide Insurance June 2011 - June 2013
Wells Fargo Financial May 2009 - May 2011
Meredith Corporation March 2010 - August 2010
Wells Concrete Products May 2008 - August 2008
Education
Drake University 2007 — 2011
Bachelor of Science, Marketing, Accounting, General Business, Insurance
Wells Fargo September 2010 - Present
The Barrent Group December 2008 - September 2010
Wells Fargo July 2006 - December 2008
Wells Fargo April 2005 - July 2006
Wells Fargo Financial October 2003 - March 2005
Wells Fargo Financial May 1998 - September 2003
Skills
Underwriting, Mortgage, Loans, Credit, Compliance, Quality Assurance, Fraud, Audit, Mortgage Lending, Credit Analysis, Credit Risk, Mortgage Banking, Risk, Risk Management, Access, Risk Analysis, Process Improvement, Risk Assessment, Excel, Outlook, PowerPoint, Word, Operational Risk, Relationship Management, Operational Risk..., Loss Mitigation, Mortgage Servicing, Loan Servicing, Finance, Banking
Education
Drake University 2008 — 2010
MBA, Emphasis in Executive Management
University of Northern Iowa 1996 — 1998
BA, Finance/Real Estate
North Iowa Area Community College 1994 — 1996
AA, Accounting and Finance
Total Facility November 2011 - Present
Wells Fargo Financial March 2009 - December 2010
SKI & Company October 2008 - February 2009
Skills
Account Management, Business Development, CRM, Customer Service, Sales, New Business Development, Cold Calling, Customer Satisfaction, Management, Team Building, Leadership, Event Management
Education
East Stroudsburg University of Pennsylvania 2004 — 2008
Bachelors, Sport Managment
Morgan Stanley Wealth Management November 2013 - Present
Merrill Lynch October 2012 - October 2013
Taylor, Brown, and Company November 2011 - October 2012
Guidant Financial Group December 2011 - July 2012
Wells Fargo Bank April 2008 - May 2011
Wells Fargo Financial December 2004 - April 2008
Wing Luke Museum of the Asian Pacific American Experience 2003 - 2005
Wing Luke Museum of the Asian Pacific American Experience 2003 - 2005
Wing Luke Museum of the Asian Pacific American Experience 2003 - 2005
Skills
Social Security, Mortgage Lending, Management, Sales, Sales Management, Start-ups, Wealth Management, Banking, Credit, Loans, Account Management, Insurance, Change Management, Recruiting, Business Planning, Salesforce.com, Sales Operations, Direct Sales, Inside Sales, Public Speaking, Sales Presentations, Written & Oral..., Event Management, Employee Management, Training & Development, Spanish (speaking,..., Culture Change, Loan Orgination, Presentation Coaching, Emerging Leadership, Relationship Management, Time Management, CRM, Training
Education
Eastern Washington University 1998 — 2001
Master of Science
Eastern Washington University 1993 — 1998
Bachelor of Arts
Midwest Basement Systems November 2014 - Present
Consulting January 2003 - Present
Slash Web Studios November 2013 - November 2014
Farm Bureau Financial Services April 2013 - November 2013
EDWARDS, Inc. July 2005 - April 2013
Wells Fargo Financial January 2001 - December 2003
Vector Marketing 2000 - 2000
Skills
Computers, Programming, Information Systems..., MIS, HTML, ASP, MySQL, SQL, PHP, phpMyAdmin, Scheduling Management, Print, Printers, Finance, Accounting, Stocks, Value Investing, Sports, PrintFlow, Scheduling, Business Process..., Systems Analysis, Visual Basic, Microsoft Office, Website Development, Website Updating, Process Scheduler, Customer Service, Management, Offset Printing, Analysis, Integration, Linux, Business Process Design, Leadership
Education
Upper Iowa University 2008 — 2012
Bachelor of Science (BS), Management Information Systems, General, 3.9
Southeast Polk High School 1996 — 1999
Drake University
Wells Fargo May 2015 - Present
Wells Fargo February 2013 - Present
First Data Merchant Services February 2012 - February 2013
ADP October 2011 - February 2012
Susquehanna Bank October 2010 - October 2011
GLRBA 2011 - 2011
Burlington County Chamber of Commerce 2010 - 2011
Wells Fargo March 2010 - October 2010
Wells Fargo Financial August 2008 - March 2010
Wells Fargo July 2007 - August 2008
Skills
Small Business..., Contract Negotiation, Sales Management, Salesforce.com, Microsoft Office, Relationship Development, Mentoring, Community Relations, Retail Banking, Cold Calling, Strategic Partnerships, Payment Card Processing, CRM, New Business Development, Merchant Services, Coaching, Sales Presentations, Commercial Banking, Banking, Sales Operations, Credit, Loans, Mortgage Lending, Financial Services, Relationship Management, Cross Selling, Credit Cards, Consumer Lending, Branch Management, Loan Origination, Customer Retention, Branch Banking, Credit Analysis, Refinance, Mortgage Banking, Customer Service, Time Management, Credit Risk, Business Relationship..., Banking Relationships, Home Equity Loans, Home Equity Lines of..., Team Building, Lines Of Credit, Deposits, FHA, Sales Process, Debit Cards, Business Development, Forecasting
Education
Elmira College 2001 — 2005
BS, Business Administration
Wells Fargo Financial May 2012 - Present
University of Washington 2011 - 2012
Victoria's Secret September 2008 - June 2009
Edmonds Community College August 2005 - June 2007
Edmonds Community College August 2005 - June 2007
Vietnamese Eucharistic Youth Movement September 1993 - June 2004
Skills
Finance, Microsoft Excel, Microsoft Office, Access, Financial Reporting, Outlook, PowerPoint, Microsoft Word, Leadership, QuickBooks, Public Speaking, Team Leadership, Consumer Lending, Business Planning, Social Media, Lines Of Credit, Home Equity, Small Business Lending, Survey Research
Education
University of Washington 2011 — 2013
Bachelor of Arts (BA), Business Administration and Management, Marketing, Finance
Edmonds Community College 2005 — 2008
Associate of Arts (A.A.), Business Administration and Management, General
Booz Allen Hamilton October 2007 - Present
Wells Fargo Financial December 2003 - October 2007
Booz Allen Hamilton December 2002 - December 2003
GeoLearning August 1999 - March 2000
American Media, Inc. September 1996 - September 1999
Skills
Instructional Design, Needs Analysis, ADDIE, Learning Management, Blended Learning, Captivate, Instructor-led Training, E-Learning, Adult Education, Workshop Facilitation
Education
Drake University 1999 — 2001
Graduate Certificate, Adult Learning and Performance
Iowa State University 1994 — 1997
Master of Arts (M.A.), English - Technical Communication, 3.8
Humboldt State University 1980 — 1982
Master of Arts (M.A.), Speech Communication - Strategic Communication, 3.8 GPA
San Francisco State University 1977 — 1979
Bachelor of Arts (B.A.), Creative Arts, 3.8 GPA
State Bank of Toledo June 2008 - Present
Wells Fargo Financial May 2003 - June 2008
General Growth Properties June 2002 - September 2002
Skills
Loan Origination, Banking, Bank Secrecy Act, Security Operations, Economics, Financial Planning, Lean Initiatives, Commercial Lending, Credit, Management, Marketing, Process Improvement, Strategic Financial..., Commercial Banking, Underwriting
Education
University of Colorado Boulder 2013 — 2014
Graduate School of Banking, Emphasis on Community Banking
Drake University 2004 — 2007
MBA, Executive Development
University of Northern Iowa 1999 — 2003
Bachelor of Arts, Management & Economics with an emphasis on Business Administration
University of Newcastle 2001 — 2001
Study Abroad, •Focus – International Business and Cultural Differences
South Tama County 1994 — 1999
High School
First American Bank June 2014 - Present
First American Bank June 2013 - June 2014
First American Bank February 2013 - June 2013
First American Bank January 2008 - January 2013
Wells Fargo Financial May 2002 - January 2008
Skills
Risk Management, Banking, Financial Risk, Risk Assessment, Credit Analysis, Consumer Lending, Compliance, Mortgage Lending
Education
Drake University 1993 — 1996
Masters, Business Administration
Grand View College 1991 — 1992
BA, Business Administration
TransLoc October 2015 - Present
LearnQuest April 2015 - October 2015
Global Knowledge Training July 2014 - April 2015
ChannelAdvisor November 2013 - July 2014
Global Knowledge Training February 2012 - November 2013
Netsertive June 2011 - February 2012
IBISWorld December 2008 - February 2011
Yahoo! April 2008 - December 2008
PR Newswire 2007 - 2008
Wells Fargo Financial April 2005 - October 2006
Skills
Sales, Account Management, SaaS, Sales Process, Solution Selling, Salesforce.com, Customer Service, Sales Operations, Training, Marketing Strategy, Market Research, Microsoft Office, Social Media Marketing, Business Analysis, Project Management, Start-ups, Online Marketing, Marketing Communications, Public Relations, Negotiation, SEO, Business Intelligence, Email Marketing, Competitive Analysis, Customer Relations, Forecasting, Microsoft Excel, Event Planning, Linear Regression, Programming, Research, Contract Negotiation, Problem Solving, Public Speaking, PowerPoint, Writing, Photoshop, Word, Microsoft SQL Server, CAPM, Ruby, Ruby on Rails
Education
Duke University 1997 — 2001
B.A., Religion
Oregon State University 2015 — 2016
Bachelor of Applied Science (B.A.Sc.), Computer Science
Copley High School 1993 — 1997
High School Diploma
National Institute of Health Principal Investigator Intramural Research Program 2011 — 2012
Certificate, Clinical Research, 3.75
Yezek Travel & Free Travel Access January 2004 - Present
NovaStar Mortgage 2005 - 2007
Wells Fargo Financial 2001 - 2005
Skills
Travel, Vacation, Leisure, Travel Planning, Incentive Travel, Honeymoons, Cruises, Hotel Reservations, Car Rental, Flights, Anniversaries, Tourism, Mortgage Lending, Salesforce.com, Hotels, Hotel Booking, Series 63, Management, Leadership, Budgets, Customer Service, Time Management, Loans, Refinance, Cold Calling, Small Business, Finance, Access
Education
Elon University - Martha and Spencer Love School of Business 2003 — 2007
Bachelor's degree, Business Management, Marketing & Finance
Elon University - Martha and Spencer Love School of Business 1993 — 1997
BA, Business Management, Marketing & Finance
Expert Global Solutions August 2013 - Present
Vendor Resource Management October 2009 - August 2013
Citigroup 2000 - 2009
The Associates 1993 - 2000
BP Amoco 1989 - 1993
Wells Fargo Financial 1985 - 1989
Skills
Real Estate, Property Management, Corporate Real Estate, Asset Managment, Disposition, Due Diligence, Commercial Real Estate, Leases, Contract Negotiation, Portfolio Management, Real Estate Transactions, Residential Homes, Investment Properties, Real Estate Development, Strategic Planning, Facilities Management, Business Development, Budgets, Asset Management, Real Estate Economics, Project Management, Financial Analysis, Negotiation, Management, Investors, Brokerage, Property, Investments, Finance, Valuation, Location Intelligence, REO, Real Estate Financing, Affordable Housing, Dispositions
Education
Drake University 1989 — 1991
MBA Foundation
Iowa State University 1979 — 1985
BA, Architecture
Wells Fargo Home Mortgage May 2010 - Present
ASTD October 2008 - January 2011
Wells Fargo Financial January 2006 - October 2008
Wells Fargo Home Mortgage April 2005 - October 2006
Education
Drake University 2007 — 2010
MS, Adult Learning & Organizational Performance
Morningside College 1998 — 2001
First Citizens Bank and Trust Company, Inc. June 2013 - Present
BB&T December 2009 - June 2013
Wells Fargo Financial August 1999 - December 2009
Norwest Financial August 1999 - May 2000
Skills
Consumer Lending, Small Business Lending, Loans, Credit Analysis, Financial Services, Commercial Lending, Credit, Leadership, Mortgage Lending, Banking, Loan Origination, Mortgage Banking, Underwriting, Lines Of Credit
Education
East Carolina University 1995 — 1999
The Ziegler Agency September 2009 - Present
Wells Fargo Financial May 2001 - November 2001
Household Automotive Finance March 1997 - March 2001
ACC Consumer Finance May 1996 - June 1997
Franklin Acceptance Corp. May 1994 - May 1996
Lou Ziegler Dodge January 1985 - December 1991
Skills
Retirement Planning, Mergers, Underwriting, Sales Management, Loans, Automobile, Credit, Customer Retention, Start-ups, Automotive, Finance, Customer Satisfaction, Insurance, Retail, Sales, Banking, Dealers, Coaching, Negotiation, New Business Development, Funding, Investments, Financial Services, Mortgage Lending, Management, Business Development, Profit, Financial Analysis, Strategic Planning, Business Planning, Risk Management, Selling, Sales Process, Consumer Lending, Leadership, Real Estate, Forecasting, Financial Risk, Business Analysis, Competitive Analysis, Cash Management, Marketing, Executive Management, Team Leadership, Team Building, Portfolio Management, Product Development, Marketing Strategy, Entrepreneurship, Contract Negotiation
Education
Blue Ridge College 1977 — 1982
ASAA, Business Management
Essex Community College 1969 — 1970
Business Management
USAF Cryptographic Communications 1969 — 1970
Crypto
PNC April 2014 - Present
Kennametal May 2013 - April 2014
PNC April 2012 - May 2013
PNC Financial Services Group September 2010 - April 2012
Wells Fargo Financial May 2010 - September 2010
Thiel College Athletic Department September 2006 - June 2010
Erie Insurance Group May 2009 - August 2009
JCPenney, Inc May 2008 - January 2009
Thiel College September 2006 - September 2008
Self-Employed May 2007 - August 2008
Skills
Forecasting, Risk Management, Credit, Teamwork, Finance, Loans, Access, Portfolio Management, Customer Service, Financial Risk, Management, Coaching, Recruiting, Sales, Advertising, Financial Analysis, Credit Risk
Education
Duquesne University 2013 — 2015
Masters of Science in Leadership, Profressional Administration
Thiel College 2006 — 2010
BA, Business Administration & Actuarial Studies
Law Office of Joe Ramboldt, L.L.C. November 2014 - Present
Happy Feet Legends International June 2011 - Present
Johnson County District Attorney's Office May 2013 - May 2014
Grand Elementary and High School May 2010 - February 2011
Huanshan Group April 2010 - February 2011
Qingdao University March 2010 - February 2011
Wells Fargo Financial July 2009 - February 2010
Skills
Spanish, Event Planning, Public Speaking, Research, Fundraising, Mandarin, Organizational..., Training, Editing, Chinese, Coaching, Community Outreach, English, Event Management, Leadership Development, Legal Writing, Microsoft Excel, Nonprofits, Press Releases, Social Media, Strategic Planning
Education
University of Missouri-Kansas City School of Law 2011 — 2014
J.D., Law
Qingdao University 2009 — 2010
Drury University 2005 — 2009
BA, Spanish, International Political Studies, Global Studies (Minor)
Regence Blue Shied March 2011 - October 2011
Boeing Employees Credit Union November 2009 - June 2010
Wells Fargo Bank August 2008 - October 2009
Wells Fargo Financial November 2004 - March 2007
Education
Everett Community College
ASSOCIATES DEGREE, BUSINESS AND ACCOUNTING; accounting and business
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
Wells Fargo November 2009 - Present
Wells Fargo Financial August 2006 - July 2009
ConnRi Paper & Supply Co. August 1988 - March 2003
Education
Eastern Connecticut State University 1983 — 1987
BS, Business Admin
Principal Financial Group July 2013 - Present
Principal Financial Group October 2010 - Present
Wells Fargo Financial May 1997 - May 2001
AMERUS BANK May 1995 - May 1997
Wells Fargo Financial April 1993 - May 1995
Skills
Recruiting, Banking, Sales, Relationship Management, Change Management, Project Management, Financial Services, Loans, Management, Training, HR Consulting, Leadership, Organizational..., Corporate Real Estate, Strategy
Education
Drake University 2008 — 2010
MBA, Business/ Executive Development
The University of South Dakota 1989 — 1993
B.S., Business Administration, Marketing
Vermillion High School 1985 — 1989
The Drogin Household January 2012 - Present
Copacino+Fujikado October 2006 - January 2012
International Media Partners March 2005 - October 2006
DDB Seattle (Omnicom) July 2001 - January 2005
Wells Fargo Financial July 2000 - July 2001
Education
Edmonds Community College 2009 — 2012
Horticulture
Kent State University 1995 — 2000
Bachelor of Business Administration
Wells Fargo Financial July 2009 - March 2010
Elmira College September 2008 - June 2009
ADAC May 2008 - September 2008
Beekman Country Club September 2006 - September 2007
Skills
Teaching
Education
Elmira College 2005 — 2009
B.A, Psychology, Business Marketing and Management
Caliber Home Loans January 2015 - Present
Town Sports International March 2011 - Present
New Penn Financial, LLC July 2013 - June 2014
New Penn Financial, LLC April 2012 - June 2013
Radian September 2009 - April 2012
M&T Bank March 2009 - July 2009
Countrywide Home Loans October 2005 - July 2008
Wells Fargo Financial November 2003 - October 2005
Skills
Mortgage Underwriting, Residential Mortgages, Bilingual, Forensic Underwriting, Mortgage Lending, Due Diligence, Microsoft Office, Microsoft Excel, Quality Auditing, Automated Underwriting..., Loan Origination, Credit, Customer Service, Spanish-speaking, Loans, Fraud, Mortgage Banking, Risk Management, Credit Analysis, Real Estate, FHA, Loss Mitigation, Process Improvement, Credit Risk, Real Estate Financing, USDA, VA loans, Refinance, Underwriting, Auditing, Financial Risk, Consumer Lending, Finance, VA Loans
Education
Drexel University 2011 — 2014
BS, Business Administration
Nationwide Insurance September 2015 - Present
Nationwide Insurance April 2014 - September 2015
Nationwide Insurance August 2012 - April 2014
Nationwide Insurance June 2010 - August 2012
Young Professionals Connection 2010 - December 2010
Nationwide Insurance November 2008 - June 2010
Wells Fargo Financial February 2007 - November 2008
Skills
Leveraging Diversity, Facilitating Change, Operational Management, Insurance, Call Center, Customer Service, Operations Management, Sales, Coaching, Change Management, Process Improvement, Team Motivator, Leveraged Finance, Call Centers, Team Building, Leadership, Microsoft Office, Property & Casualty..., Management, Analysis, Customer Retention, Sales Management, Time Management, Recruiting, Underwriting, Risk Management, Interviews, Customer Experience, Liability, Finance, Public Speaking, Claim, Social Networking, Training, Life Insurance, General Insurance, Commercial Insurance, Customer Satisfaction, Health Insurance, Umbrella Insurance, Employee Benefits, Casualty, Marketing, Strategic Planning, Marketing Communications, Social Media, Marketing Strategy, New Business Development, Event Planning
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2013
MBA, Leadership and Management
Drake University 2002 — 2006
B.S.B.A, International Business and Marketing
Tecnológico de Monterrey 2003 — 2004
Minor in, Economics
Berohi S. Coop. May 2011 - August 2013
Wells Fargo Financial August 2007 - August 2008
Skills
Microsoft Office, Spanish, Research, Microsoft Excel, Market Research, Social Media, Customer Service, Public Speaking, English, Social Networking, Negotiation, Team Building, Project Management, Sales, Analysis, Microsoft Word, Marketing
Education
Drake University 2008 — 2010
MBA, Nonprofit Administration, GPA: 3.53
Iowa Wesleyan College 2005 — 2007
BA, Business Administration - Marketing
ACE Group 2014 - Present
Villanova University 2013 - Present
VWR International 2013 - 2014
Independence Blue Cross 2010 - 2012
Independence Blue Cross 2006 - 2010
Wells Fargo Financial 2005 - 2006
Independence Blue Cross 2002 - 2005
Gartner, Inc. 2000 - 2002
Deloitte Consulting 1998 - 2000
Skills
Learning Strategy..., Learning Operations..., Training Development &..., Organizational..., Performance Process..., Learning Evaluation and..., Competency Model..., Management and Team..., Change Management, Program/Project..., Career Development, Performance Management, Performance Consulting, Instructional Design, SuccessFactors, Cornerstone OnDemand, Program Management, Talent Management, Employee Training, Management, Organizational..., Employee Engagement, Workshop Facilitation, Coaching, Human Resources, Leadership, Strategy, Recruiting, Organizational..., Cross-functional Team..., Training, Succession Planning
Education
University of Pennsylvania
MS
Duquesne University
M. Ed.
University of Pittsburgh
BA
Carilion Clinic May 2008 - Present
Wells Fargo Financial May 2006 - May 2008
Professional Cable June 2004 - April 2006
Investors Financial Group June 2003 - June 2004
Computer Learning Solutions March 2000 - May 2003
Skills
Troubleshooting, Laptops, Networking, Program Management, Sales, Testing, Visio, System Administration, Process Improvement, Software Documentation, Disaster Recovery, Healthcare Information..., EHR
Education
ECPI College of Technology 2000 — 2002
Associate's degree, Computer Electronics
Salem High School
Downtown Athletic Club - Amarillo, Texas June 2006 - Present
American General Financial Services September 2002 - June 2006
Wells Fargo Financial January 2000 - September 2002
Skills
Exercise Physiology, Strength Training, Athletics, Fitness, Injury Prevention, Personal Training, Fitness Training, Kinesiology, Rehabilitation, Functional Training, Nutrition, Sports Nutrition, Wellness, Sports, Operant Conditioning, Leadership Development, Strategic Planning, Athletic Training, Corporations, Strength & Conditioning, Lifestyle Coaching
Education
Eastern New Mexico University 1994 — 1999
Bachelor of Science (BS), Communications with emphasis in Public Relations
Wells Fargo December 2011 - Present
Wells Fargo August 2010 - December 2011
Wells Fargo July 2005 - August 2010
Wells Fargo Bank June 2004 - July 2005
Wells Fargo Financial September 2003 - June 2004
Skills
Sales, Customer Service, Banking, Retail Banking, Sales Management, Management, Diversity, Applicant Tracking..., Recruiting, Hiring, College Recruiting, Credit, Talent Acquisition, Process Improvement, Onboarding, Internet Recruiting, Vendor Management, Mortgage Lending, Account Management, Sourcing, Employee Relations, Employee Referral..., Candidate Generation, Boolean Searching, Employee Training, Networking, Social Networking, Building Strong..., Interviewing Skills, Benefits Negotiation, Screening Resumes, Cold Calling, Human Resources, Interviews, Technical Recruiting
Education
Eastern Washington University 1999 — 2003
Business Administration, Management Information Systems
Slalom Consulting September 2014 - Present
Accenture February 2012 - September 2014
Allstate October 2011 - February 2012
Allstate April 2008 - September 2011
Bank of America October 2004 - November 2007
Wells Fargo Financial June 2003 - October 2004
Skills
Cross-functional Team..., Direct Marketing, Marketing Strategy, Product Marketing, Marketing Management, Project Management, Strategic Planning, Social Media Marketing, Customer Retention, SEO, Project Planning, Sales Management, Marketing Communications, Market Planning, Vendor Management, Team Leadership, Leadership Development, Sales Process, Fluent in Polish, Project Implementation, Public Speaking, Email Marketing, Online Marketing, E-business, Local Marketing, Website Management, Vendor Relations, Customer Relations, Customer Experience, Customer Loyalty, Customer Engagement, Customer Focus, Strategic Leadership, Content Development, Content Management, Web Content Management, Web Content Production, Budget Management, Budget Tracking, Budget Allocation, Sales Support, Direct Sales, Recommendations, Social Media, Consultancy, Agile & Waterfall..., Program Management, Marketing, Consulting, Customer Service
Education
Elmhurst College 2009 — 2011
MBA, General Management
Northern Illinois University - College of Business 2000 — 2003
Bachelor of Science, Marketing
American Cancer Society October 2013 - Present
Beyond Blind Institute 2012 - 2015
Northwood University 2011 - 2015
Florida Panthers April 2013 - October 2013
Roger Dean Stadium June 2011 - April 2013
Fort Wayne TinCaps December 2008 - June 2011
Washington Mutual August 2007 - August 2008
Wells Fargo Financial May 2004 - August 2007
Skills
Sports Marketing, Marketing, Sales, Event Management, Event Planning, Customer Service, Sponsorship, Marketing Strategy, Advertising, Social Media Marketing, Social Media, Sports Management, Ticket Sales, Social Networking, Microsoft Office, Budgets, Lead Generation, CRM, Account Management, Sales Management, Sponsorship Sales, Email Marketing, Online Marketing, Facebook, Customer Satisfaction, Strategic Partnerships, Integrated Marketing, Management, Leadership, Strategy, New Business Development, Business Development, Contract Negotiation, Public Speaking, Fundraising, Marketing Communications, Public Relations, Media Relations, E-commerce, Sports, Cold Calling, Press Releases, Baseball, Negotiation, Sales Process, Strategic Planning, Sales Presentations, Salesforce.com, Direct Marketing, Brand Development
Education
Ethnikon kai Kapodistriakon Panepistimion Athinon 2003 — 2003
European History, A
Université Paris Dauphine 2003 — 2003
European History, A
All Star Academy
Boca Raton Community High School
Indiana Institute of Technology
MBA, Marketing and Management
Indiana Institute of Technology
BSBA, Business Sports Management
Millikin University
History, History and Secondary Education
Midland University
History, Arts
Pope John Paul II
Catamaran October 2014 - Present
Allstate July 2014 - October 2014
Allstate July 2013 - July 2014
Allstate Financial July 2012 - July 2013
American Equity May 2011 - May 2012
Drake University May 2011 - May 2012
Drake University August 2009 - May 2012
Drake University May 2010 - May 2011
Kemin Industries June 2010 - September 2010
Wells Fargo Financial May 2009 - August 2009
Skills
InDesign, Access, Photography, Microsoft Excel, Video Editing, Illustrator, Photoshop, Academia, Dreamweaver, Public Speaking, Adobe Creative Suite, Leadership, Marketing, Management, Finance, Social Media Marketing, Social Media, Market Research, Financial Analysis, Social Networking, Analysis, Event Planning, PowerPoint
Education
Drake University 2008 — 2012
Bachelors of Science in Business Administration, Finance
First National Bank Staunton November 2014 - Present
National Bank December 2007 - November 2014
Bradford National Bank April 2005 - December 2007
Wells Fargo Financial December 2001 - April 2005
Skills
Commercial and..., Loans, Mortgage Lending, Consumer Lending, Banking, Commercial Real Estate, Commercial Banking, Small Business Lending, Credit Analysis, Credit Risk, Credit, Commercial Lending, Portfolio Management, Retail Banking, Private Banking, Trade Finance, Loan Origination, Refinance, Finance
Education
Eastern Illinois University 1998 — 2001
Bachelor's degree, Finance, General
highland high school
highland high school
highland high school
Principal Financial Group April 2014 - Present
Principal Financial Group February 2010 - April 2014
BCSSI July 2009 - July 2010
Iowa Foundation for Medical Care February 2009 - July 2009
Wells Fargo Financial March 2006 - October 2008
Iowa Foundation for Medical Care September 2000 - June 2003
Iowa Foundation for Medical Care September 1998 - September 2000
Skills
Leadership, Business Analysis, Requirements Gathering, Visio, Program Management, Requirements Analysis, Business Requirements, Quality Assurance, SDLC, Process Improvement
Education
Drake University 1991 — 1995
Bachelor of Arts (B.A.), Journalism and Mass Communications
PrimeLending August 2013 - Present
Wells Fargo Home Mortgage April 2010 - August 2013
Frontier Farm Credit July 2008 - April 2010
HomeServices Lending 2006 - 2008
Wells Fargo Financial 2001 - 2006
Skills
Mortgage Lending, Credit
Education
Emporia State University 1998 — 2001
Department of the Interior January 2014 - Present
U.S. Department of Labor September 2012 - January 2014
LexisNexis August 2011 - May 2012
Salmon P. Chase College of Law April 2011 - May 2012
CASA for Clermont Kids May 2010 - May 2012
Kaplan May 2010 - May 2012
Kentucky Department of Public Advocacy May 2011 - August 2011
Woodforest Bank November 2008 - September 2009
M2 Technologies November 2007 - February 2008
Wells Fargo Financial May 2006 - October 2007
Skills
Editing, Microsoft Office, Legal Research, Legal Compliance, Legal Writing, Event Management, Program Management, Excel, Account Management, Contract Negotiations, Contract Management, Contract Review, Contract Development, Contract Writing, Contract Administration, Analysis, Leadership, Microsoft Excel, Management, Lexis, Research, Training, Public Speaking, Contract Negotiation, Litigation, LexisNexis, Policy
Education
Northern Kentucky University - Salmon P. Chase College of Law 2009 — 2012
Juris Doctor, Law
Northern Kentucky Law Review 2010 — 2011
Associate Editor
Eastern Kentucky University 2001 — 2006
Bachelor of Science, Pre-Law and Psychology - Focus: Industrial and Organizational Psychology; Minor: Philosophy
Northwestern University - Kellogg School of Management
Northwestern University - Kellogg School of Management
Northwestern University - Kellogg School of Management
Goldman Sachs August 2014 - Present
Goldman Sachs April 2013 - July 2014
Goldman Sachs January 2012 - March 2013
Goldman Sachs September 2010 - December 2011
Goldman Sachs March 2010 - September 2010
Wells Fargo Financial June 2009 - November 2009
eRichards Consulting January 2008 - May 2009
Education
Fairfield University 2005 — 2009
Bachelor of Science in Business Management
Portsmouth Abbey
Boarding School (HS)
Monongalia Health System January 2012 - Present
AACE International September 2008 - January 2012
Mylan pharmacueticals February 2006 - September 2008
Wells Fargo Financial December 2004 - February 2006
Education
Fairmont State University 2000 — 2004
Bachelor of Science, Finance
WV Business School 1998 — 2000
Certificate, Accounting
City of Saint Gabriel July 2011 - Present
LR Construction January 2010 - May 2011
ICF International April 2008 - May 2009
Wells Fargo Financial March 2006 - April 2008
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 2006 — 2010
M.S., Mathematics
Duke University 2005 — 2005
Economics
Southern University and Agricultural and Mechanical College at Baton Rouge 2000 — 2005
B.S., Finance
Southern University and Agricultural and Mechanical College at Baton Rouge 2000 — 2005
B.S., Mathematics
Wells Fargo April 2010 - Present
Aviva plc March 2009 - March 2010
Paragon IT Professionals June 2008 - December 2008
Wells Fargo Financial June 2007 - June 2008
Wells Fargo Financial January 2006 - June 2007
Communication Data Services August 2001 - January 2006
Simpson College August 2000 - May 2002
Des Moines Area Community College August 2000 - December 2000
Prime Alliance May 1999 - July 2000
Skills
Process Improvement, Six Sigma, Business Process, Cross-functional Team..., Project Management, Strategy, Management, Training, PMO, Operations Management, Continuous Improvement, Lean Manufacturing, Data Analysis, Quality Management
Education
Drake University 1993 — 1998
Master's, Education
Iowa State University 1990 — 1993
Bachelor's, Communication
Maersk Line March 2013 - Present
Maersk Line July 2011 - March 2013
Wells Fargo Financial June 2009 - September 2010
HR GROUP June 2009 - July 2009
Elon University September 2008 - May 2009
World Events (Sports Marketing) June 2008 - August 2008
El Dorado Hills Community Services District May 2005 - August 2007
El Dorado Hills Community Services District May 2005 - July 2007
Skills
Management, Research, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Social Media, Event Planning, Public Speaking, Social Networking, Shipping, PEX, Supply Chain..., Supply Chain Management, Logistics, Process Improvement, Writing, Multi Tasking, Psychology, Neuroscience, SAP, SAP ERP, SAP BW, Business Objects, Human Resources, Data Analysis, Account Reconciliation, Teamwork, Outlook, Analysis, Leadership
Education
Southern Arkansas University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Elon University 2007 — 2011
BS, Business Administration, Psychology
Oak Ridge High School 2002 — 2007
High school, High School/Secondary Diplomas and Certificates
United Rentals Inc. May 2014 - Present
United Rentals Inc. April 2013 - May 2014
United Rentals December 2009 - April 2013
United Rentals April 2005 - December 2009
Wells Fargo Financial July 2004 - April 2005
Texas Wildcatters/Greenville Grrrowl September 2003 - April 2004
NHL 2002 - 2002
Skills
Sales Management, Account Management, Sales, Contract Negotiation, Direct Sales, Rentals, Salesforce.com, Customer Service, Operations Management, Coaching, Sales Operations, Forecasting, New Business Development, Management, Negotiation, Cold Calling, Budgets, Strategic Planning, Sourcing, Customer Satisfaction, Key Account Management, Team Building, Selling, National Accounts, Sales Process, Process Improvement, Sales Force Development, Trade Shows, Income Statement, contrac
Education
Fairfield University 1999 — 2003
Bachelors of Science, Organizational Communication
Kent Roosevelt 1992 — 1996
General Degree, General Studies
Prudential Georgia Realty March 2007 - Present
Wells Fargo Home Mortgage May 2006 - February 2007
Wells Fargo Financial December 2004 - April 2006
Skills
First Time Home Buyers, New Home Sales, Short Sales, First Time Buyers, Referrals, Foreclosures, Relocations, Administrative Support, Attention To Detail, Customer Service
Education
Eastern Washington University 2000 — 2004
Bachelor's degree, Human Resources Management/Personnel Administration, General
Kum & Go January 2013 - Present
Wells Fargo January 2012 - January 2013
Wells Fargo CSCL October 2007 - October 2011
Wells Fargo October 2008 - December 2010
Wells Fargo Financial July 2004 - September 2007
Cahaba GBA May 2001 - June 2004
Skills
Process Improvement, Banking, Business Analysis, Credit, Financial Analysis, Risk Management, Business Process..., Visio, Analysis, Finance, Strategic Financial..., Change Management, Financial Reporting, Financial Modeling, Insurance, Strategic Planning, Project Management, Forecasting, Business Process, SharePoint, Microsoft Excel
Education
Drake University 2002 — 2004
MBA, Business Administration and Management, General
University of Northern Iowa 1998 — 2001
Bachelor of Science, Accounting
Wells Fargo Bank January 2015 - Present
Wells Fargo Bank December 2013 - January 2015
Wells Fargo Bank April 2013 - December 2013
Wells Fargo Bank June 2010 - April 2013
Wells Fargo Financial June 2007 - June 2010
Wells Fargo Financial September 2006 - May 2007
Wells Fargo Financial 2000 - 2006
Skills
Contract Negotiation, Vendor Relations, Operations Management, Credit, Customer Relations, Negotiation, Loans, Compliance, Customer Service, Credit Analysis, Process Improvement, Underwriting, Budgeting, Business Strategy, Banking, Call Center, Mortgage, Strategic Planning, Consumer Lending, Loss Mitigation, Relationship Management, Vendor Management, Mortgage Lending, Budgets, Commercial Lending, Finance, Management, Customer Satisfaction, Leadership, Portfolio Management, Mortgage Banking, Call Centers, Financial Services, Risk Management, Refinance, Loan Origination, Credit Risk, Credit Cards, Insurance, Financial Analysis, Customer Retention, Small Business Lending, Sales, Retail Banking, Commercial Banking, Cross Selling, Business Analysis, Mortgage Servicing, Residential Mortgages, Loan Servicing
Education
Drake University 2013 — 2016
Master of Business Administration (M.B.A.), Executive Development
William Jewell College 1996 — 2000
Bachelor's Degree, Business Administration
Chartered Professional Accountants of Ontario (CPA Ontario) February 2014 - Present
Apple Retail October 2011 - February 2014
Maritz Canada April 2010 - October 2011
Maritz Loyalty Marketing April 2009 - March 2010
Maritz Loyalty Marketing July 2008 - April 2009
Air Miles April 2006 - July 2008
Wells Fargo Financial 2003 - 2006
Homestore 2000 - 2002
Skills
Leadership, Customer Experience, Call Center, Loyalty Programs, Team Leadership, Management, Customer Satisfaction, Account Management, CRM, Team Building, Customer Service, Call Centers, Training, Coaching, Customer Retention, Change Management, Project Management, Vendor Management, Strategy, Employee Training, Process Improvement, Sales, Retail, Time Management, Performance Management, Operations Management, Business Development, Program Management, Marketing Strategy
Education
York University - Glendon College
Bachelor's Degree, International Relations
Eastern Florida State College
Associate in Arts, Criminology
ProMedia Training
Certification, Digidesign Pro Tools Operator Certification
Wells Fargo Bank, N.A. October 2012 - Present
Wells Fargo Home Mortgage September 2010 - September 2012
Wells Fargo Financial September 2009 - September 2010
Wells Fargo Financial August 2005 - September 2009
Skills
Operational Risk, Banking, Risk Management, Credit, Financial Risk, Mortgage Lending, Consumer Lending, Operational Risk..., Quality Assurance, Loans, Analysis, Bank Secrecy Act
Education
Drake University 2002 — 2004
MBA, Executive Development
Morningside College 1998 — 2002
Business Administration, Minor in Accounting
Freddie Mac March 2008 - Present
Lighthouse Financial January 2008 - March 2008
BNC Mortgage August 2004 - February 2008
Finance America, LLC 2004 - 2006
Wells Fargo Financial 1997 - August 2004
Superior Bank 1997 - 1997
Security Finance 1996 - 1997
Education
Eastern Illinois University 1991 — 2006
BA, Economics
Keller Graduate School of Management of DeVry University 2000 — 2003
MBA, Finance
Wells Fargo Home Mortgage October 2010 - Present
Wells Fargo Financial October 2007 - October 2010
Education
Drake University
Biology
First Commonwealth Bank August 2014 - Present
Care At Home, Inc. December 2013 - July 2014
PNC Financial Services Group August 2010 - December 2013
National City Bank December 2003 - September 2010
Wells Fargo Financial 1997 - 2001
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Lines Of Credit, Credit Analysis, Credit, Banking, Commercial Mortgages, Consumer Lending, Loans, Treasury Management, Retail Banking, Financial Analysis, Management, Sales & Marketing..., Operations Management, Human Resources, Human Resource..., Strategic Planning, Business Strategy, Loan Origination, Cross Selling, Budgets, Strategic Financial..., Retail, Sales Management, Sales Operations, Private Duty, Operational Planning, Operational Risk, Project Management, Change Management, Team Building, Mortgage Lending, Portfolio Management, Relationship Management, Customer Service, Finance, Cash Management
Education
Edinboro University of Pennsylvania 1993 — 1997
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Highlands High School 1991 — 1993
Diploma
Wilkinsburg Sr High School
Wells Fargo May 2010 - Present
Wells Fargo Financial August 2005 - May 2010
Education
Drake University
MBA
Iowa State University
Bachelor of Science, Accounting
Huntington Equipment Finance January 2011 - Present
PNC Equipment Finance September 2005 - January 2011
Wells Fargo Financial June 2004 - June 2005
Skills
Credit, Commercial Lending, Portfolio Management, Credit Analysis, Commercial Banking, Loans, Underwriting, Financial Analysis, Credit Risk, Lines Of Credit, Banking, Capital Markets, Asset Based Lending, Foreign Exchange Risk..., Asset Backed Financing, Private Equity, Finance, Risk Management
Education
Duquesne University 2008 — 2010
MS, Leadership & Business Ethics
Ohio University 2000 — 2004
B.B.A., Finance
Universidad de Sevilla 2002 — 2002
International Business, Finance
Wells Fargo Bank March 2011 - Present
M&I Bank November 2008 - February 2011
Wells Fargo Financial July 1999 - November 2008
Education
Eckerd College 1994 — 1997
Quest Diagnostics January 2014 - Present
The Coca-Cola Company January 2013 - January 2014
Raytheon October 2011 - November 2012
Mental Health Care June 2009 - June 2011
Quavesto Group, LLC July 2006 - June 2009
Wells Fargo Financial 2009 - 2009
Hillsborough County Health Dept October 2005 - July 2006
Franklin Templeton Investments August 1998 - October 2004
PageNet 1996 - 1998
Skills
Employee Relations, Recruiting, Customer Service, Employee Benefits, FMLA, HRIS, Human Resources, Interviews, Management, New Hire Orientations, Organizational..., Payroll, Performance Management, Training, Hiring
Education
Eckerd College 2009 — 2011
B.A, Personnel & Global HR Management
AEGON July 2007 - Present
Wells Fargo Financial 2006 - 2007
Brian Cave - Law Firm 2005 - 2006
Skills
Application Packaging, MSI, App-V, Application..., SCCM, VBScript, ThinApp, VMware, Group Policy, System Deployment, Windows 7, Virtualization, XP, Application Lifecycle..., InstallShield, Software Installation, Release Management
Education
University of Iowa 2014 — 2015
Master of Business Administration (M.B.A.)
East-West University 2001 — 2005
Bachelor of Science (BS), CIS
Wells Fargo Home Mortgage January 2013 - Present
Wells Fargo November 2007 - January 2013
Wells Fargo Financial May 2006 - November 2007
Two Rivers Marketing 2001 - 2006
Education
Drake University 2000 — 2002
Wells Fargo Financial SAS Analysis IWells Fargo Home MortgageAugust 2004 - November 2007
Education
Drake University 2006 — 2008
Old National Bank August 2015 - Present
Old National Bank December 2008 - Present
American General Finance May 2002 - November 2008
Wells Fargo Financial 1998 - 2002
Skills
Marketing, Project Management, Financial Analysis, Sales, Credit, Budgets, Leadership, Business Development, Banking, Account Management, Strategic Planning, Forecasting, Training, Sales Management
Education
University of Southern Indiana 2003 — 2005
MBA, Business Administration
Eastern Illinois University 1994 — 1998
BS, Marketing
Wells Fargo October 2008 - Present
Wells Fargo 2008 - 2010
Wells Fargo Financial 2004 - September 2008
Skills
Business Analysis, Access, Process Improvement, SDLC, Financial Analysis, Data Analysis, SAS Enterprise Miner,..., Consumer Behaviour, Strategic Management..., International Business, Real Estate Finance and..., Global Business...
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2014
Master of Business Administration (MBA)
Drake University 2000 — 2003
Mfantsipim
University of Charleston
University of Iowa - Henry B. Tippie College of Business
Wells Fargo Home Mortgage August 2010 - Present
Wells Fargo Financial September 2006 - August 2010
Wells Fargo September 2006 - August 2010
Skills
Mortgage Lending, Loans, Credit, Banking, Underwriting, Mortgage Banking, Sales, Credit Analysis, Loan Origination, Sales Management, Portfolio Management, Financial Services, Consumer Lending, Relationship Management, Investments, Account Management, Financial Analysis, Strategic Planning, Leadership, Finance
Education
Drake University 1995 — 1999
Marketing
Arvest Bank August 2015 - Present
Arvest Bank 2006 - August 2015
Wells Fargo Financial 1997 - 2006
Skills
Banking, Retail Banking, Commercial Banking, Mortgage Lending, Consumer Lending, Branch Banking, Private Banking, Loans, Credit, Commercial Lending, Small Business Lending, Underwriting, Cross Selling, Credit Risk, Portfolio Management, Loan Origination, Financial Analysis, Relationship Management, Finance, Financial Risk, Strategic Planning
Education
Graduate School of Banking at Colorado 2011 — 2013
Graduated with Honors, Banking and Financial Support Services
Eastern New Mexico University 1991 — 1995
Bachelor of Business Administration (BBA), Marketing
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
RowKy Products Inc. dba. Herff Jones May 2009 - Present
Paychex 2008 - 2009
Wells Fargo Financial July 2005 - September 2008
Wells Fargo Auto Finance June 2005 - September 2008
Enteprise Rent-A-Truck June 2002 - June 2005
Skills
Sales Operations, Cold Calling, Social Media Marketing, Sales, Leadership, Management, B2B, New Business Development, Training, Customer Retention, Sales Process
Education
Eastern Illinois University 1998 — 2001
Bachelor of Science, Marketing
Wells Fargo Financial May 2005 - Present
Wells Fargo June 1995 - May 2005
Education
Drake University 1996 — 1998
MBA, Business
Simpson College 1991 — 1995
BA, Business, Computer Science, History
PNC September 2013 - Present
Merrill Lynch August 2010 - February 2013
Wells Fargo August 2010 - June 2011
Wells Fargo Financial May 2010 - August 2010
Talecris June 2009 - February 2010
ARAMARK June 2008 - September 2008
Café Positano June 2007 - August 2007
Skills
Perseverance
Education
Elon University 2006 — 2010
Bachelor's of Science, Business Administration, Management, Marketing, and Entrepreneurship
Elon University - Martha and Spencer Love School of Business 2006 — 2010
Business Administration, Concentrations: Entrepreneurship, Marketing, Management
Velocity Technology Solutions November 2014 - Present
Pactera US March 2012 - November 2014
CISTECH, Inc. October 2008 - May 2011
Coca Cola Bottling Company Consolidated May 2007 - August 2008
Wells Fargo Financial June 2006 - April 2007
Skills
Customer Relations, Strategic Planning, Microsoft Office, Marketing Strategy, Account Management, Program Management, Customer Service, Leadership, Process Improvement
Education
Elon University 2002 — 2006
Corporate Communications
Saint Francis Hospital April 2013 - Present
Royal Solutions Group October 2011 - Present
Wells Fargo Financial March 2009 - November 2010
Wells Fargo Financial September 2007 - March 2009
Wells Fargo Financial December 2004 - September 2007
Education
Fairleigh Dickinson University 2011 — 2012
BSN, Nursing, 3.8
Quinnipiac University 2000 — 2004
BS, Health Science, Biology, Marketing
Coastal Federal Credit Union February 2013 - Present
Coastal Federal Credit Union January 2011 - February 2013
Coastal Federal Credit Union April 2009 - December 2010
Coastal Federal Credit Union July 2005 - April 2009
Wells Fargo Financial December 2003 - July 2005
Skills
Banking, Credit, Loans, Mortgage Lending, Risk Management, Consumer Lending, Credit Unions, Loan Origination, Refinance, Credit Risk, Call Centers, FHA, Vendor Management, Team Building, Process Improvement, Business Analysis, Customer Service, Analysis, Leadership, Strategic Planning
Education
East Carolina University 2002 — 2003
MBA, Business Administration and Management, General
East Carolina University 1998 — 2002
BS, Business Administration
Bank of the Southwest May 2008 - Present
Washington Federal Savings & Loan September 2004 - May 2008
Washington Federal Savings & Loan April 2002 - September 2004
Wells Fargo Financial April 2001 - April 2002
Enterprise Rent-A-Car Corporation August 2000 - April 2001
Enterprise Rent A Car January 1999 - July 2000
Skills
Banking, Consumer Lending, Commercial Lending, Regulatory Requirements, Customer Service, Production Support, Production Managment, Decision Support, Credit Analysis, Fair Lending Analysis, Employee Training, Loan Servicing, File Review, Microsoft Office, Back Office
Education
Wayland Baptist University 2009 — 2011
Masters, Business Administration
Eastern New Mexico University 1996 — 2000
Bachelors, Business Administration
Arbonne International Inc February 2015 - Present
Arbonne International Inc December 2014 - January 2015
Fifth Third Bank 2000 - 2007
Wells Fargo Financial 1998 - 2000
Wells Fargo Financial 1998 - 2000
C.H. Robinson Worldwide, Inc. 1997 - 1998
RH Donnelley (A Dun & Bradstreet Company) 1996 - 1997
Skills
Small Business Lending, Commercial Lending, Consumer Lending, Leadership, Relationship Management, Credit Analysis, Commercial Banking, Banking, Loans, Credit, Cross Selling, Retail Banking, Branch Management, Customer Service, Credit Card Processing, Sales Management, Business Development, Sales, Mortgage Lending, Investment Banking, Team Building, Team Leadership, Loan Origination, Team Management, Financial Planning, Lines Of Credit, Account Management, Financial Analysis, Recruiting, Coaching, Business Coaching, Business Performance..., Job Coaching
Education
Edinboro University of Pennsylvania 1993 — 1996
BA, Communication Studies, Psychology
Wells Fargo Home Mortgage August 2013 - Present
Wells Fargo Home Mortgage July 2011 - August 2013
Allstate Insurance Company August 2010 - July 2011
Wells Fargo Financial May 2009 - August 2010
Skills
Finance, Budgets, Analysis, Microsoft Excel, Project Management, Business Intelligence, Financial Forecasting, Account Reconciliation, SAP, Software Documentation, General Ledger, Essbase, Financial Analysis, Financial Modeling, Project Planning, Management, Leadership, Access, Financial Reporting
Education
University of Iowa 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Drake University 2006 — 2010
BSBA, Finance and Management
Nationwide Mutual Insurance Company December 2004 - Present
Wells Fargo Financial 2001 - 2004
Skills
Employee Relations, HR Policies, Employment Law, Workers Compensation, Mediation, FMLA
Education
Drake University Law School 1995 — 1998
JD, Law
Illinois Wesleyan University 1991 — 1995
BA Psychology, Psychology
Strategic Experiential Group 2008 - Present
InglotCosmetics June 2012 - July 2015
Wells Fargo Financial November 2009 - July 2012
Preston Marketing Concepts January 2007 - January 2008
Skills
Microsoft Excel, Event Planning, Microsoft Office, Social Media Marketing, Sales, Retail, Customer Service, Marketing Strategy, Marketing, Direct Marketing, Event Management, Training
Education
Drexel University 2002 — 2006
Bachelors of Science, Business Administration and Management, General
Wells Fargo Financial Loan Servicing SpecialistWells Fargo Home MortgageJuly 2008 - March 2009
Education
Drake University 2004 — 2008
Marketing
American Mortgage Advisors Corporation September 2009 - December 2013
Wachovia, A Wells Fargo Company March 2008 - September 2009
Countrywide Full Spectrum Lending March 2005 - February 2008
Wells Fargo Financial August 2001 - March 2005
Wells fargo financial acceptance 2001 - 2005
Skills
Credit, Loans, Sales, Management, Training, Finance, Insurance, Real Estate, Credit Cards, Referrals, Funding, Mortgage Lending, Banking, Credit Analysis
Education
East Carolina University - College of Business 1995 — 2001
Masters Degree, Business Administration, Management
U.S. Bank August 2015 - Present
The Bank of New York Mellon August 2013 - August 2015
The Bank of New York Mellon July 2011 - August 2013
The Bank of New York Mellon July 2007 - June 2011
The Bank of New York Mellon July 2005 - June 2007
Wells Fargo Financial October 2003 - May 2005
Skills
Fixed Income, Portfolio Management, Banking, Securities, Bonds, Risk Management, Financial Markets, Relationship Management, Valuation, Bloomberg, Equities, Structured Finance, Capital Markets, Corporate Finance, Financial Risk, Project Finance, Investments, Alternative Investments, Asset Management, Mutual Funds
Education
Drake University 1999 — 2003
Bachelor of Science in Business Administration, Finance
Wells Fargo Financial 2005 - Present
Wells Fargo November 2008 - May 2011
Wells Fargo 2007 - 2008
Wells Fargo 2006 - 2007
Wells Fargo 2005 - 2006
Iowa Association of Municipal Utilities 2002 - 2005
Skills
Accounting, Accounts Payable, Payroll, Finance, Accounts Receivable, Journal Entries, Financial Analysis, Financial Reporting, Credit, Process Improvement, Forecasting, Banking, Strategic Financial..., Risk Management, Mortgage Lending
Education
Drake University 2007 — 2010
MBA, Business Administration
Graceland University 2004 — 2006
BA, Accounting & Business Administration
AIB College of Business 2002 — 2004
Associate of Science, Accounting
Mayor's Office of Community Empowerment & Opportunity October 2013 - Present
MOCS August 2011 - Present
Ascension Entertainment Group January 2009 - Present
Philadelphia Workforce Development Corporation November 2008 - August 2011
Wells Fargo Financial January 2004 - August 2008
Skills
Program Management, Community Outreach, Non-profits, Policy, Budgets, Program Development, Analysis, Research, Training, Nonprofits, Customer Service, Management, Event Management, Time Management, Access, Leadership, Coaching
Education
Eastern University 2007 — 2009
MBA, Business Adm. & Entrepreneurship
West Chester University of Pennsylvania 1994 — 1999
BA Communication Studies, Marketing and Organizational Communication
Gateway Mortgage Group April 2014 - Present
Caliber Funding February 2012 - April 2014
PNC Mortgage October 2009 - March 2012
PNC Mortgage May 2003 - October 2009
Wells Fargo Financial February 2001 - May 2003
Wells Fargo Financial June 1999 - February 2001
Skills
Loans, FHA, Refinance, Mortgage Lending, Mortgage Banking, Short Sales, Underwriting, Investments, Loan Origination, Mortgage Servicing, Government Loans, Insurance, Commercial Mortgages, Financial Analysis, Commercial Banking, Retail Banking, Mortgage Marketing, Real Estate Financing, Sales Management, First Time Home Buyers, Financial Services, FHA financing, Investment Properties, Selling, Credit Risk, Portfolio Management, Credit Analysis, Real Estate Economics, Certified Mortgage..., Real Estate, Residential Homes, Home Equity Loans, Residential Mortgages, REO, Relationship Management, Loss Mitigation, Loan Servicing, Home Equity Lines of..., Banking, Construction Loans, VA loans, Consumer Lending, Finance, Small Business Lending, Reverse Mortgages, Credit, Sales, Investors, Mortgage Underwriting, USDA
Education
Emporia State University 1995 — 1999
Bachelors of Science, Business Administration
Derby High School 1992 — 1995
Northwest Indiana United FC Soccer Club December 2009 - Present
Valparaiso University August 2009 - Present
Philip S. Ruskin August 2009 - Present
Philip S. Ruskin August 2009 - Present
Wells Fargo Financial June 2008 - October 2008
Sports Monster Chicago May 2007 - August 2007
Education
Elmhurst College
Bachelors of Arts, Organizational Communications
Valparaiso University
Masters, Science Sports Administration
Hahnemann University Hospital September 2013 - December 2013
Co Activ Capital Partners April 2011 - August 2012
The Bryn Mawr Trust Company November 2007 - July 2009
Consumer Credit Counseling Service April 2007 - October 2007
FLAGSHIP CREDIT CORPORATION October 2006 - February 2007
American Heritage Credit Union November 2005 - October 2006
Wells Fargo Financial January 2003 - November 2005
Citicapital/Citibank March 2000 - November 2002
WFS Financial January 1999 - January 2000
Advanta Mortgage January 1996 - January 1999
Skills
Loans, Customer Service, Finance, Financial Risk, Credit, Financial Services, Process Improvement, Mortgage Lending, Analysis
Education
Drexel University 2013 — 2014
Master's degree, Global Health
Drexel University 2011 — 2013
Bachelor's degree, Health Care Services Administration
Peirce College 1988 — 1990
Associates Degree, Paralegal Studies
Temple University
Finance
The University of Iowa July 2010 - Present
Creighton University August 2008 - December 2010
Wells Fargo Financial July 2006 - July 2008
Iowa Dental Supply May 2005 - July 2006
Skills
Data Entry, Outlook, PowerPoint, Microsoft Word, SPSS, Report Writing, Editing
Education
Drake University 2001 — 2005
BM, Music
Aviva Investors North America, Inc. July 2012 - Present
ATCO/EGC May 2011 - July 2012
Marsh February 2009 - May 2011
Wells Fargo Financial October 2006 - September 2007
ING Investment Management November 2005 - April 2006
Standard & Poor's November 2003 - November 2005
Holmes Murphy & Associates May 2002 - August 2002
Bobit Business Media May 2001 - August 2001
Wachovia Securities Financial Network May 2000 - August 2000
Skills
Underwriting, Bloomberg, Insurance, Risk Management, Accounting, Financial Modeling, Mutual Funds, Business Development, Asset Management, Finance, Investments
Education
Drake University
MBA
University of Iowa - Henry B. Tippie College of Business
BBA, Finance
TD Ameritrade 2012 - Present
TD Ameritrade 2011 - November 2012
RBC May 2010 - September 2011
Wells Fargo Financial July 2008 - May 2010
Skills
Portfolio Management, PowerPoint, Loans, Underwriting, Investments, Sales, Credit Cards, Microsoft Office, Public Speaking, Credit, Finance, Series 7, Series 63, Equities, Mutual Funds, ETFs, Trading Strategies, Options Strategies, Fixed Income, Portfolio Performance..., Wealth Management, Financial Analysis, Financial Services, Investment Strategies, Leadership, Retirement Planning, Risk Management
Education
Elon University 2003 — 2007
BA, Business Administration. (Finance and Accounting)
Wells Fargo July 2015 - Present
Wells Fargo January 2014 - June 2015
Wells Fargo Home Mortgage November 2012 - December 2013
Wells Fargo September 2011 - October 2012
Wells Fargo Home Mortgage September 2010 - August 2011
Wells Fargo Financial December 2008 - September 2010
Skills
Credit, Loans, Mortgage Lending, Banking, Loan Origination, Mortgage Banking, Sales, Mortgage Underwriting, Consumer Lending, Credit Analysis, Management, Finance, Refinance, New Business Development, Negotiation
Education
Eastern Washington University 2005 — 2008
Business Administration, Finance/Economics
Consultant January 2013 - Present
Technisource September 2011 - August 2012
Computer Science Corporation January 2009 - January 2011
Ajasa Technologies January 2008 - January 2009
Universal Systems and Technology January 2006 - January 2008
Industry People Group January 2005 - January 2006
Wells Fargo Financial January 2003 - January 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Visio, Lotus Notes, WebEx
Education
Drake University 2005 — 2007
Master of Science, Adult Learning, Performance and Development; Leadership
Iowa State University 2001 — 2003
Bachelor of Science, Marketing
JPMorganChase September 2010 - Present
Wells Fargo Financial September 2008 - September 2010
Wells Fargo Financial April 2006 - August 2008
Wells Fargo Financial July 2004 - March 2006
Skills
Leadership, Coaching, Management, Marketing, Direct Sales, Sales Operations, Account Management, Time Management, Business Development, Customer Service
Education
Elmira College 2000 — 2004
BA, Business Administration, Management, Marketing
Wells Fargo Home Mortgage January 2014 - Present
Wells Fargo Home Mortgage November 2011 - Present
Wells Fargo May 2010 - November 2011
Wells Fargo Financial 2000 - 2010
Skills
Leadership, Management, Training, Recruiting, Team Building, Sales, Coaching, Change Management, Strategy, Selling, Loans, Customer Service
Education
Eastern Washington University 1984 — 1988
Business Administration, Marketing
Almira High School 1980 — 1984
Wells Fargo February 2015 - Present
Wells Fargo March 2012 - Present
Wells Fargo August 2009 - March 2012
Wells Fargo Financial February 2008 - July 2009
Skills
Customer Service, Credit, Debt Settlement, Loss Mitigation, Revolving Lines of..., Credit Cards, Team Building, Teamwork, Banking, Teaching
Education
Drake University 2001 — 2003
endorsement, Elementary Education
University of Northern Iowa 1984 — 1989
BA, Music Education
The Picky Chick Consignment August 2004 - Present
AmSouth Bank January 2000 - October 2002
Wells Fargo Financial March 1995 - January 2000
Education
East Tennessee State University 1989 — 1994
Bachelor of Business Administration, Marketing
Rex Healthcare July 2013 - Present
Ajilon Consulting November 2008 - August 2010
Wachovia Mortgage October 2007 - October 2008
Wells Fargo Financial May 2006 - October 2007
State Employees Credit Union (SECU) February 2002 - May 2006
Skills
Software Documentation, Cross-functional Team..., People-oriented, Inspiring People, Nursing Care, BLS (CPR and AED) for..., R Care, MAK, Sorian, Pyxis and OMNICELL..., Nursing Assistant II, ACLS (CPR and AED) for...
Education
Wake Technical Community College 2011 — 2013
Associate of Science (A.S.), Nursing
Durham Technical Community College 2008 — 2011
Science pre-requisites
Meredith College 1997 — 2001
Bachelor of Science, Business Administration
United States Marine Corps August 2011 - June 2014
Heartland Financial USA, Inc. November 2007 - July 2011
JP Morgan Chase December 2006 - November 2007
Wells Fargo Financial April 2005 - December 2006
Skills
Risk Management, Financial Analysis, Strategic Planning, Budgets, Credit, Strategic Financial..., Banking, Insurance, Portfolio Management, Sales Management, Loans, Customer Service, Public Speaking, Process Improvement, Leadership, Business Development, Management, Team Building, Small Business, Finance
Education
University of Phoenix 2008 — 2009
Masters of Business Administration
Drake University 1998 — 2003
Bachelor of Science
Wells Fargo Financial January 2012 - Present
Wells Fargo May 2011 - Present
Wells Fargo May 2011 - Present
Wells Fargo Financial May 2011 - Present
Wells Fargo Financial November 2011 - January 2012
Sealy May 2010 - August 2010
Sealy Incorporated One May 2010 - August 2010
Education
Randolph Community College 2009 — 2011
East Carolina University
Bachelors, Marketing
Randolph Community College
2010 Associate in Applied Science Degree, Accounting
Business Strategy, Inc. September 2009 - Present
Fifth Third Bank August 2008 - August 2009
Wells Fargo Financial March 2006 - August 2008
Army National Guard October 1998 - October 2002
Best Buy October 1995 - August 1997
Education
Embry-Riddle Aeronautical University 1997 — 2000
B.S., Global Management
Chicago Title September 2014 - Present
HomeStreet Bank July 2014 - September 2014
Wells Fargo Home Mortgage June 2012 - June 2014
Wells Fargo July 2011 - May 2012
Wells Fargo Bank March 2011 - July 2011
Wells Fargo Financial April 2010 - August 2010
Northwest Investment Cars January 2003 - January 2009
Skills
Sales, Strategic Financial..., Business Development, Management, Financial Analysis, Leadership, Real Estate, Banking, Loans, FHA, First Time Home Buyers, Customer Service, Refinance, Credit, Mortgage Lending
Education
Northwest Christian University 2007 — 2009
Bachelor of Arts, Business Administration: Management
University of Oregon 2006 — 2007
Embry-Riddle Aeronautical University 2005 — 2006
Aeronautical Science
Jesuit high School
MWDFCU November 2007 - Present
CALFORNIA CREDIT UNION January 2004 - January 2006
Wells Fargo Financial February 2003 - March 2005
Education
El Camino College 2002 — 2004
LOS NGELES HIGH 1998 — 2002
Wells Fargo Home Mortgage October 2012 - Present
Bank of America June 2012 - October 2012
Wachovia Mortgage Corporation (n/k/a Wells Fargo Home Mortgage) May 2002 - October 2011
Wells Fargo Financial 2008 - 2011
Wachovia October 2005 - October 2008
Wachovia May 2004 - October 2005
Wachovia May 2003 - May 2004
Atlantic Bay Mortgage Group May 2001 - May 2003
Skills
Mortgage, Credit, Banking, Conventional, Loans, Mortgage Lending, Credit Analysis, Underwriting, Mortgage Banking, Customer Service, Cross Selling, Lotus Notes, Compliance, Risk Management, Customer Relations, Financial Analysis, Mortgage Underwriting, Word, Microsoft Office, PowerPoint, Residential Mortgages, Documentation, Call Center, Problem Solving, Change Management, Coaching, Policy Analysis, Process Improvement, Outlook, Loan Origination
Education
Lancaster High School 1970 — 1973
Diploma, Business
Erie Community College
Some College Courses, Business
Wells Fargo Financial 2004 - 2011
Education
Eastern University 2012 — 2013
Bachelors Degree, Business
Wells Fargo Financial November 2010 - Present
JPMorgan Chase June 1995 - November 2010
Skills
Underwriting, Credit, Mortgage Underwriting, Loans
Education
Eastern Illinois University 1986 — 1988
Bachelor of Science (BS), Finance, General
Bremen High School August 2006 - Present
Morton East High School August 2005 - June 2006
Wells Fargo Financial May 2002 - September 2003
Skills
Teaching, Classroom, Curriculum Design, Classroom Management, Curriculum Development, Educational Leadership, Lesson Planning, Educational Technology, Public Speaking, Staff Development
Education
Olivet Nazarene University 2007 — 2009
Master's degree, Educational Leadership and Administration, General
Eastern Illinois University 1998 — 2002
Bachelor's degree, Finance, General