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

Employee
Years
Job
Industry
Matt Tracy Matt Tracy Greater Los Angeles Area Details
Matt Tracy's Wells Fargo Financial Experience August 2005 - March 2006
Job Director, Platform Sales at Yahoo!
Industry Internet
Experience
Yahoo  January 2015 - Present
BrightRoll (acquired by Yahoo!)   October 2014 - January 2015
BrightRoll (acquired by Yahoo!)   October 2012 - October 2014
Adconion Media Group  March 2012 - October 2012
Adconion Media Group  January 2011 - March 2012
Break Media  October 2007 - December 2010
New Regency Productions  March 2006 - October 2007
Wells Fargo Financial   August 2005 - March 2006

Skills
Account Management, Online Advertising, Strategic Partnerships, Digital Media, New Business Development, Media Buying, Media Planning, Mobile Advertising, Digital Strategy, Online Marketing, Mobile Marketing, Display Advertising, Business Development, Marketing, Digital Marketing

Education
MBA, Loyola Marymount University   2009 — 2011
Master of Business Administration (M.B.A.), Finance, Entrepreneurship

Loyola Marymount University, College of Business Administration   2002 — 2005
Bachelors of Business Administration, Business Law

Derek Gibson Derek Gibson Greater Chicago Area Details
Derek Gibson's Wells Fargo Financial Experience July 2007 - August 2010
Job U.S. Lending Sales Manager at BMO Harris Bank
Industry Financial Services
Experience
BMO Harris Bank  September 2014 - Present
BMO Harris Bank  December 2013 - September 2014
Wells Fargo  December 2012 - December 2013
Chase  September 2010 - November 2012
Wells Fargo Financial   July 2007 - August 2010
Northwestern Mutual  February 2007 - July 2007
NASE Insurance Services   October 2005 - December 2006

Skills
Loans, Sales Management, Coaching, Cold Calling, Profit, Loan Origination, Objection Handling, Master Scheduling, Balanced Scorecard, Compliance Management, Customer Satisfaction, Customer Retention, Customer Acquisition, calendar management, Expeditor, Cost Control, Risk Management, Business Networking, Sales Process, Leadership, Management, Recruiting, Account Management, Business Strategy, Integrity, Retail Banking, Portfolio Management, Financial Services, Mortgage Lending, Team Building, Financial Analysis, Credit Analysis, Consumer Lending, Banking, Finance, Credit, Customer Service, Sales

Education
Liberty University   2013 — 2015
Master's degree, Management and leadership

University of Wisconsin-Platteville   2004 — 2007
Bachelor of Business Administration (B.B.A.), Management and Leadership

Dakota High School   2000 — 2003

Samantha De Santos - Baig Samantha De Santos - Baig Redondo Beach, California Details
Samantha De Santos - Baig's Wells Fargo Financial Experience 2004 - 2008
Job Chase Private Client Mortgage Banker
Industry Financial Services
Experience
JPMorgan Chase  January 2011 - Present
Wells Fargo  January 2009 - December 2010
Wells Fargo Financial   2004 - 2008

Skills
Retail Banking, Mortgage Lending, Mortgage Banking, Operations Control, Loans, Consumer Lending, Loan Origination, Sales, Credit, Cross Selling, Banking, Refinance, FHA, Residential Mortgages, Finance, Branch Management, Internal Controls, Team Building, Deposits, Home Equity Loans, Branch Banking, Real Estate, Mortgage Servicing, Credit Analysis, Lines Of Credit, Underwriting, Financial Services

Education
Loyola Marymount University   2002 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General

Tony Vahsholtz Tony Vahsholtz Nampa, Idaho Details
Tony Vahsholtz's Wells Fargo Financial Experience August 2001 - April 2004
Job VP, Commercial Loan Officer at DL Evans Bank
Industry Banking
Experience
DL Evans Bank  August 2014 - Present
Banner Bank  May 2010 - August 2014
Home Federal Bank  April 2007 - May 2010
KeyBank  April 2004 - April 2007
Wells Fargo Financial   August 2001 - April 2004
US Bank  May 1998 - July 2001

Skills
Small Business Lending, Commercial Lending, Commercial Banking, Lines Of Credit, Loans, Credit, Banking, Commercial Mortgages, Credit Analysis, Underwriting, Treasury Management, Asset Based Lending, Cash Flow, Real Estate, Financial Analysis, Small Business, Cash Management, Consumer Lending, Portfolio Management, Retail Banking, Risk Management, Financial Reporting, New Business Development, Credit Risk, Strategic Planning, Budgeting, Sales Management, Coaching, Financial Management, Microsoft Office, Team Building, SBA, Construction Loans, Finance, Deposits, Financial Risk, Loan Origination, Branch Banking, Mortgage Lending, Investments, Commercial Real Estate, Refinance, Branch Management, Mortgage Banking, Cross Selling, Budgets, Merchant Services

Education
Pacific Coast Banking Scool   2013 — 2015
Banking, Corporate, Finance, and Securities Law

Lewis-Clark State College   1994 — 1998
Bachelors, Business Administration

Murtaugh High School   1989 — 1994
Diploma, General Studies

Tom Lebron Tom Lebron Mission Hills, California Details
Tom Lebron's Wells Fargo Financial Experience March 1997 - July 2000
Job Branch Manager at Alterra Home Loans
Industry Financial Services
Experience
Alterra Home Loans  May 2014 - Present
The Impac Companies  March 2011 - December 2013
iServe Residential Lending  June 2009 - March 2011
First Security Lending  February 2009 - July 2009
First Home Front, Inc   December 2005 - February 2009
Mortgage 2000 Inc   August 2000 - December 2005
Wells Fargo Financial   March 1997 - July 2000

Skills
FHA, Commercial Mortgages, Loans, Referrals, Conventional, Residential, Real Estate Financing, Financial Planning, Mortgage Lending, Mortgage, Mortgage Industry, Refinance, Credit, Sellers, Home, VA, Brokers, Purchase, Short Sales, Underwriting, Real Estate, Asset, First Time Home Buyers, Options, Wholesale, USDA, Reverse Mortgages, Mortgage Banking, Loan Origination, Investors, Foreclosures, Funding, Selling, Sales Management, Licensing, Retail, Customer Service, Insurance, Compliance, Risk, Customer Relations, Small Business, Banking, Money, Investments, Contract Negotiation, Portfolio Management, REO, Brokerage, Agents

Education
University of Redlands   1997 — 1999
Bachelor Degree in Business, & Management

Los Angeles Pierce College   1995 — 1996
Accounting, Business Administration, Management and Operations

Christopher Kwak Christopher Kwak Greater Chicago Area Details
Christopher Kwak's Wells Fargo Financial Experience June 2005 - August 2006
Job Analytical and Personable Retail Professional
Industry Retail
Experience
Walmart  2014 - Present
Old Navy  October 2010 - August 2014
Target  October 2006 - September 2010
Wells Fargo Financial   June 2005 - August 2006
Best Buy  January 1998 - January 2005
Loyola University Chicago  2003 - 2004

Skills
Sales, Merchandising, Customer Service, Management, Financial Analysis, Time Management, Recruiting, Microsoft Office, Microsoft Excel, Training, PowerPoint, Microsoft Word, Strategy, Store Management, Marketing, Leadership

Education
Loyola University Chicago   2004 — 2007
Master of Science, Statistics

Loyola University Chicago   2000 — 2004
Bachelor of Science, Biology

Bryon Moeller Bryon Moeller Greater St. Louis Area Details
Bryon Moeller's Wells Fargo Financial Experience May 2000 - September 2000
Job VP, Consumer Loan Department at Boulevard Bank/Scottrade Bank
Industry Banking
Experience
Boulevard Bank/Scottrade Bank   April 2008 - Present
THE National Bank  August 2003 - March 2008
WELLS FARGO FINANCIAL ACCEPTANCE  November 2001 - August 2003
Wells Fargo Financial   May 2000 - September 2000

Skills
Credit, Loans, Banking, Portfolio Management, Underwriting, Management, Sales, Insurance, Customer Service, Loan Servicing, Financial Analysis, Mortgage Lending, Credit Analysis, Cross Selling, Commercial Lending, Accounting, Process Improvement, Forecasting, Commercial Banking, Budgets, Business Process...

Education
Saint Louis University   2009 — 2011
Masters, MBA

Luther College   1997 — 2001
Bachelor's, MIS

Shawn Pye Shawn Pye Charleston, West Virginia Area Details
Shawn Pye's Wells Fargo Financial Experience February 2008 - January 2011
Job Branch Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  January 2011 - Present
Wells Fargo Financial   February 2008 - January 2011
Growing Up Kidz Productions   August 2007 - August 2008
PGA TOUR  May 2007 - August 2007
Marshall University  May 2006 - August 2006

Skills
PowerPoint, Sales, Marketing, Management, Golf, Employee Training, Event Planning, Social Networking, Marketing Communications, Social Media, Social Media Marketing, Public Relations, Media Relations, Marketing Strategy, Customer Service, Sports Management, Sports Marketing, Public Speaking, Event Management, Sports, Retail, Banking, Credit, Cold Calling, Selling, Leadership, Loans

Education
Marshall University   2005 — 2007
Masters, Business Administration and Management, General

Marshall University   2001 — 2005
BA, Sport Marketing and Management

Mitch Siewert Mitch Siewert Portland, Oregon Area Details
Mitch Siewert's Wells Fargo Financial Experience January 1997 - June 1999
Job Vice President Premium Lending Segment, Sales Manager at Bank of America
Industry Financial Services
Experience
Bank of America  August 2011 - Present
Wealthbridge Mortgage Corporation   July 1999 - May 2011
Equity Home Mortgage  March 2005 - August 2006
Wells Fargo Financial   January 1997 - June 1999

Skills
Management, Mortgage Banking, Leadership, Sales, Executive Management, Credit, Loans, Mortgage Lending, FHA, Loan Origination, Sales Management, Banking, Risk Management, Refinance

Education
Marylhurst University - School of Business Administration   2003 — 2005
MBA, Master of Business Administration, 3.73 GPA

Oregon State University   1991 — 1996
BA, Liberal Arts

Monica Marciano Monica Marciano Greater Los Angeles Area Details
Monica Marciano's Wells Fargo Financial Experience May 2002 - August 2004
Job VP, HNW Lending Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  January 2013 - Present
Morgan Stanley  August 2008 - December 2012
Lehman Brothers  August 2007 - August 2008
Wells Fargo Bank  April 2006 - August 2007
CIGNA Group Insurance  August 2004 - March 2006
Wells Fargo Financial   May 2002 - August 2004

Skills
Series 7, Investments, Financial Analysis, Banking, Alternative Investments, Due Diligence, Loans, Finance, Wealth Management..., Wealth Management, Strategic Financial..., Securities, Equities, Financial Modeling, Financial Planning, Portfolio Management, Risk Management, Cash Management, Fixed Income

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2008 — 2010
MBA, Finance

Loyola Marymount University, College of Business Administration   1998 — 2002
BA, Management

Nick Brunnworth Nick Brunnworth O Fallon, Missouri Details
Nick Brunnworth's Wells Fargo Financial Experience January 2007 - January 2011
Job AVP/Business Banker at PNC
Industry Banking
Experience
PNC  June 2014 - Present
PNC  January 2011 - June 2014
Wells Fargo Financial   January 2007 - January 2011
Wells Fargo Financial   June 1996 - January 2007

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C, Java, Banking, Sales, Credit Analysis, Management, Retail Banking, Loans, Mortgage Lending, Consumer Lending, Portfolio Management, Credit, Finance

Education
Lindenwood University   2001 — 2005
Masters of Business Administration, Management Information Systems

Southeast Missouri State University - Harrison College of Business   1990 — 1994
Bachelor of Science in Business Administration, Management

Todd Hoffman Todd Hoffman Ankeny, Iowa Details
Todd Hoffman's Wells Fargo Financial Experience August 2006 - July 2010
Job VP, Operational Risk Consultant at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage  November 2014 - Present
Wells Fargo  October 2011 - Present
Wells Fargo  February 2011 - October 2011
Wells Fargo  July 2010 - February 2011
Wells Fargo Financial   August 2006 - July 2010
Wells Fargo Financial   July 2003 - August 2006

Skills
Sales, Quality Assurance, Compliance, Loan Origination, Legal Compliance, Collections, Gallup Strengths, Loan Servicing, Policy Analysis, Regulatory Compliance, Compliance Management, Regulatory Guidelines, Customer Service, Real Estate, Risk Management, Credit, Mortgage Lending, Consumer Lending

Education
Loras College   1999 — 2003
Bachelor of Arts (BA), Marketing

Josh Mattson Josh Mattson Greater Minneapolis-St. Paul Area Details
Josh Mattson's Wells Fargo Financial Experience December 2009 - July 2010
Job Territory Sales Manager at KaVo Dental
Industry Medical Devices
Experience
KaVo Dental  August 2014 - Present
Dental Health Products, Inc.   August 2012 - August 2014
Symmetry Solutions Inc  March 2011 - June 2012
R&M Distributing  July 2010 - December 2010
Wells Fargo Financial   December 2009 - July 2010
Naturdal Predator (TRUCarbon)   January 2008 - December 2009
Northwestern Mutual  May 2008 - September 2009

Skills
Outside Sales, Solution Selling, New Business Development, Marketing, Cold Calling, Business, Microsoft Office, Selling to VITO, Selling, Account Management, Customer Service, Negotiation, Problem Solving, Inside Sales, B2B Sales

Education
University of Wisconsin-Green Bay   2007 — 2009
BBA, Marketing

Maranatha Baptist Bible College   2005 — 2007
Marketing Management

Samer Abu Taleb Samer Abu Taleb Washington D.C. Metro Area Details
Samer Abu Taleb's Wells Fargo Financial Experience May 2009 - September 2010
Job Partner Marketing & Digital Marketing Manager at Jordan Tourism Board, North America
Industry Marketing and Advertising
Experience
Jordan Tourism Board - North America   February 2011 - Present
Wells Fargo Financial   May 2009 - September 2010
Axcel Financial   December 2008 - May 2009

Skills
Marketing, Social Media Marketing, Marketing Strategy, Tourism, Strategic Partnerships, Strategic Planning, Business Development, Online Advertising, Social Media, Public Relations, Sustainable Tourism, Event Management, International Business, Cooperative Marketing, New Markets Development, Strategy, Marketing Communications, Market Development, Voluntourism, Travel, Cultural Diplomacy, Management, Leadership, Digital Marketing, Event Planning, Advertising

Education
The George Washington University - School of Business   2013 — 2014
GWU-UNWTO Post Graduate Diploma, Tourism and International Cooperation for Development

Marymount University   2010 — 2012
Master of Business Administration (MBA), Marketing/Marketing Management, General

Old Dominion University   2005 — 2009
BSBA, Marketing & International Business

Missy Huff Missy Huff Bettendorf, Iowa Details
Missy Huff's Wells Fargo Financial Experience May 2002 - August 2002
Job Branch Executive Director Bettendorf Family YMCA, A Branch of the Scott County Family Y
Industry Nonprofit Organization Management
Experience
Scott County Family YMCA  February 2013 - Present
Scott County Family YMCA  December 2010 - February 2013
Scott County Family YMCA  May 2010 - December 2010
YMCA  April 2007 - February 2010
YMCA  May 2006 - April 2007
YMCA  September 2005 - May 2006
YMCA  March 2003 - September 2005
Scott County Family YMCA  December 2002 - March 2003
The Growing Tree Preschool/Daycare   December 2002 - March 2003
Wells Fargo Financial   May 2002 - August 2002

Skills
Fundraising, Public Speaking, Event Planning, Volunteer Management, Non-profits, Customer Service, Staff Development, PowerPoint, Microsoft Office, Microsoft Excel, Coaching, Leadership Development, Event Management, Fitness, Program Development, Board Development, Social Networking, Community Development, Nonprofits, Social Media Marketing, Teaching, Team Building, Team Leadership, Youth Development, Sports, Non-profit..., Annual Giving, Program Evaluation, Training, Social Media, Budgets, Community Engagement, Volunteering, Recruiting, Employee Training, Hiring, Community Outreach, Grant Writing, Grants, Leadership, Organizational..., Public Relations, Time Management

Education
Luther College   1998 — 2002
B.A, Double; Business Management & Sports Management; Coaching Endorsement

Gediminas Tomas Murauskas Gediminas Tomas Murauskas Greater Omaha Area Details
Gediminas Tomas Murauskas's Wells Fargo Financial Experience 2001 - 2001
Job Marketing & Customer Analytics Professional / Social Scientist / Community Organizer with International Focus
Industry Research
Experience
Omaha Sister Cities Association   2007 - Present
Omaha Sister Cities Association   2007 - Present
West Asset Management  2006 - 2012
Omaha Sister Cities Association   1996 - 2006
Commercial Federal Bank (now Bank of the West)   2005 - 2005
Mutual of Omaha  2003 - 2005
Omaha Sister Cities Association   2002 - 2004
Mutual of Omaha  2001 - 2003
Lithuanian-American Community, Inc.   2000 - 2003
Wells Fargo Financial   2001 - 2001

Skills
Strategic Planning, Analytics, Business Intelligence, Data Mining, Predictive Modeling, Segmentation, Data Analysis, Predictive Analytics, Statistics, Research, Market Research, Demographics, Qualitative Research, Database Marketing, Customer Insight, CRM, Credit Risk, Logistic Regression, Decision Trees, Clustering, SAS, SPSS, GIS, Voluntary Sector, Community Organizations, Community Leadership, Event Planning, Written Word, Grant Writing, International Programs, Global Citizenship, Cultural Institutions, Cultural Identity, Cultural Education, Urban Geography, Urban Issues, Economic Geography, Community Economic..., Location Intelligence, Political Geography, Civil Society, Policy Analysis, Conflict Analysis, Leadership, Teaching, Mentoring, Analysis

Education
University of Oklahoma   1984 — 1988
Doctor of Philosophy (PhD), Geography - Economic & Political

University of Saskatchewan   1981 — 1984
Master of Arts (M.A.), Geography - Economic / Northern Development

McGill University   1977 — 1980
Bachelor of Arts (B.A.), Geography / Urban Systems Program

Ryan Dunn Ryan Dunn Chicago, Illinois Details
Ryan Dunn's Wells Fargo Financial Experience September 2008 - September 2009
Job Manager, Cloud Services at The SMB Help Desk, Inc.
Industry Computer Software
Experience
The SMB Help Desk, Inc.   August 2014 - Present
Salesforce.com  January 2013 - August 2014
IBM  July 2012 - December 2012
IBM  July 2010 - June 2012
IBM  September 2009 - June 2010
Wells Fargo Financial   September 2008 - September 2009

Skills
SPSS, Cognos, Microsoft Office, IBM, Windows, Salesforce.com, Client Services, Client Relationship..., Inside Sales, CRM, Leadership, Business Intelligence, Account Management, Cloud Computing, SaaS, Analytics, Training, Financial Services, Enterprise Software, Marketing, Solution Selling, Sales, Business Analytics, Customer Service

Education
Loras College   2004 — 2008
B.A., B.S., Public Relations, Sociology

Younger Rashad Younger Rashad Greater Denver Area Details
Younger Rashad's Wells Fargo Financial Experience January 2008 - March 2009
Job Insurance Advisor at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance  October 2012 - Present
TCF Bank  January 2010 - October 2012
Wells Fargo Financial   January 2008 - March 2009

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java

Education
Marquette University   2001 — 2005
Bachelor of Arts (BA), Journalism

Marquette University   2001 — 2005
Journalism, Journalism

Scott Healy Scott Healy Greater Los Angeles Area Details
Scott Healy's Wells Fargo Financial Experience June 2006 - May 2008
Job Relationship Management, Business Development
Industry Financial Services
Experience
1st Century Bank  June 2010 - Present
Wells Fargo Bank  May 2008 - May 2010
Wells Fargo Financial   June 2006 - May 2008

Skills
Commercial Lending, Credit, Portfolio Management, Banking, Leadership, Small Business Lending, Loans, Commercial Banking, Securities, Financial Analysis, Asset Based Lending, Commercial Mortgages, Treasury Management, Investments, Mortgage Lending, Wealth Management, Private Banking, Credit Analysis, Finance

Education
Loyola Marymount University   2002 — 2006
Bachelor's of Business Administration, Finance

Erin Flock Erin Flock Tampa/St. Petersburg, Florida Area Details
Erin Flock's Wells Fargo Financial Experience January 2005 - January 2006
Job Sales and Service Officer at BB&T
Industry Banking
Experience
BB&T  December 2012 - Present
American Momentum Bank  May 2009 - December 2012
BB&T  January 2007 - May 2009
BB&T  January 2006 - January 2007
Wells Fargo Financial   January 2005 - January 2006

Skills
Business Analysis, Financial Analysis, Commercial Lending, Banking, Portfolio Management, Stress Testing, Risk Management, Excel, Word, PowerPoint, Sales, Cash Management, Commercial Mortgages, Financial Services, Treasury Management, Mortgage Banking, Relationship Management, Lines Of Credit, Underwriting, Credit Risk, Financial Institutions, Microsoft Excel, Loan Origination, Loans, Negotiation, Retail Banking, Asset Based Lending, Structured Finance, Microsoft Word, Credit, Mortgage Lending, Finance, Deposits, Small Business Lending, Commercial Banking, Leadership, Executive Management, Analysis, Training, Cross Selling, Financial Risk, Investments, Mergers & Acquisitions, Credit Analysis, Consumer Lending

Education
BB&T Leadership Development Program   2006 — 2006
Commercial Lending

Marshall University   2000 — 2004
BBA, Marketing

Emily Beasaw (Doty) Emily Beasaw (Doty) Greater Detroit Area Details
Emily Beasaw (Doty)'s Wells Fargo Financial Experience September 2006 - December 2010
Job Senior Executive, Market Development, TVS Communication Solutions
Industry Broadcast Media
Experience
Urban Green Services, LLC   January 2010 - Present
TVS Communication Solutions  2013 - 2014
hiredMYway.com  April 2012 - October 2012
hiredMYway.com  January 2011 - April 2012
WELLS FARGO FINANCIAL   September 2006 - December 2010

Skills
Talent Acquisition, Technical Recruiting, Full-cycle Recruiting, Hiring, Recruitment/Retention, Consultative Selling, Sourcing, Interviewing, College Recruiting, Direct Sales, Talent Management, Sales Management, New Business Development, Employee Relations, Talent Development, Account Management, Territory, Relationship Development, Performance Management, Employee Engagement, Search, Building Relationships, Team Building, Profit, Compensation, Key Account Management, Executive Reporting, Executive Search, Contract Negotiations, Solution Selling, Staffing Services, Customer Relations, Referrals, Negotiation, Coaching, Strategic Planning, Sales Presentations, Mentoring, Executive Management, Organizational..., Team Management, Resume Writing, Cold Calling, Internet Recruiting, Applicant Tracking..., Sales Recruitment, Staffing Industry, Professional Networking, Direct Recruiting

Education
Madonna University   2000 — 2004
Bachelors of Science, Psychology with Business Concentration

Brett Andersen Brett Andersen Greater St. Louis Area Details
Brett Andersen's Wells Fargo Financial Experience December 2008 - July 2009
Job Manager, Cash Management at Panera Bread
Industry Accounting
Experience
Panera Bread  June 2014 - Present
Panera Bread  August 2013 - June 2014
Panera Bread  August 2012 - August 2013
Bank of America  October 2009 - August 2012
Wells Fargo Financial   December 2008 - July 2009

Skills
Cash Management, ReconNet, Credit, Financial Analysis, Cash Accounting, Consumer Lending, Treasury Management, Microsoft Office, Account Reconciliation, Retail Banking, Investing, Lines Of Credit, Loans, Mortgage Lending, Loan Origination

Education
University of Missouri-Saint Louis   2013 — 2015
Master of Business Administration (MBA), Finance

Truman State University   2005 — 2008
Bachelor of Science (B.S.), Business Administration, Finance

Lindenwood University   2004 — 2005

Cody Vitello Cody Vitello Chicago, Illinois Details
Cody Vitello's Wells Fargo Financial Experience October 2006 - July 2008
Job Associate Attorney at Vedder Price P.C.
Industry Law Practice
Experience
Vedder Price P.C.   April 2011 - Present
Commodity Futures Trading Commission  January 2011 - May 2011
FDIC  February 2010 - April 2011
Loyola University Chicago Business Law Clinic  January 2010 - December 2010
Federal Trade Commission  June 2010 - August 2010
O'Keefe Lyons & Hynes   May 2009 - April 2010
Senator Heather Steans   May 2009 - September 2009
Wells Fargo Financial   October 2006 - July 2008

Skills
Corporate Law, Banking Law, Finance Law, Financial Regulation, Mergers, Corporate Finance, Compliance, Legal Research, Legal Writing, Contract Negotiation, Corporate Governance, Due Diligence, Tax Law, Securities, Legal Issues, Securities Regulation, Finance, Licensing, Westlaw, Criminal Law, Competition Law, Employment Law, Intellectual Property, Legal Assistance, Appeals, Courts, Mergers & Acquisitions

Education
Loyola University Chicago School of Law   2008 — 2011
Juris Doctor, Law w/ Tax Certificate

Western Washington University   2002 — 2006
Bachelor of Arts, Economics/Political Science

Daniel LeCoq Daniel LeCoq Birmingham, Alabama Details
Daniel LeCoq's Wells Fargo Financial Experience August 2004 - February 2010
Job VP/Business Banking Product Manager
Industry Banking
Experience
Regions Financial Corporation  July 2015 - Present
Regions Financial Corporation  August 2011 - July 2015
Regions Financial Corporation  February 2010 - August 2011
Wells Fargo Financial   August 2004 - February 2010

Skills
Risk Management, Branch Management, Consumer Lending, Team Building, Coaching, Small Business Lending, Banking, Retail Banking, Loans, Credit, Credit Analysis, Credit Risk, Management

Education
Louisiana Tech University   2000 — 2004
Bachelors, Finance

Joe Moreau Joe Moreau Greater Detroit Area Details
Joe Moreau's Wells Fargo Financial Experience July 2006 - May 2007
Job Collaborative Planning Forecast and Replenishment Lead at PepsiCo Pepsi Beverages Company
Industry Consumer Goods
Experience
PepsiCo  May 2013 - Present
PepsiCo  May 2011 - Present
Topco Associates LLC  May 2007 - May 2011
Wells Fargo Inc  July 2006 - June 2007
Wells Fargo Financial   July 2006 - May 2007
Assurant  July 2005 - July 2006
Assurant Health/North Star Marketing   July 2005 - July 2006

Skills
Pricing, Sourcing, Cold Calling, Forecasting, Customer Service, Promotions, Analytical Skills, Logistics, Presentations

Education
Western Michigan University - Haworth College of Business   2003 — 2005
Bachelor's Degree, Sales and Business Marketing

Western Michigan University - Haworth College of Business   2002 — 2005
BS, Sales and Business Marketing

Marian University   2000 — 2002
Gen Business, General Business

Marian University   2000 — 2002

Catholic Central High School   1997 — 2000

Michele Burch Lippincott, CRPS Michele Burch Lippincott, CRPS Hunt Valley, Maryland Details
Michele Burch Lippincott, CRPS's Wells Fargo Financial Experience November 1998 - May 2000
Job Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc.   May 2000 - Present
Wells Fargo Financial   November 1998 - May 2000
Norwest Financial  September 1990 - November 1998

Education
Loyola University Maryland   1996 — 1998
MBA, Finance

Towson University   1987 — 1990
BSA, Mass Communications

Scott Sowers Scott Sowers North Canton, Ohio Details
Scott Sowers's Wells Fargo Financial Experience January 2002 - October 2006
Job Branch Manager at Citizens Bank
Industry Financial Services
Experience
Citizens Bank  September 2013 - Present
JP Morgan Chase  October 2006 - September 2013
Wells Fargo Financial   January 2002 - October 2006

Skills
Branch Banking, Loans, Mortgage Lending, Consumer Lending, Banking, Lines Of Credit, Retail Banking, Mortgage Banking, Customer Service, Loan Origination, Small Business Lending

Education
Malone University   1998 — 2002
Bachelors, Business Administration

Laura Gurzenski Laura Gurzenski Charlotte, North Carolina Area Details
Laura Gurzenski's Wells Fargo Financial Experience 1996 - 1999
Job Relationship Manager, US Bank
Industry Banking
Experience
US Bank  2011 - Present
Perimeter E-Security  2009 - 2011
BB&T  2003 - 2009
HSBC BANK  1999 - 2003
Wells Fargo Financial   1996 - 1999

Skills
Customer Relations, Sales Process, Value Selling

Education
Lindsey Wilson College   1992 — 1996
Bachelors, Liberal Arts/ Fine Arts

Dustin Teeman Dustin Teeman Kansas City, Missouri Area Details
Dustin Teeman's Wells Fargo Financial Experience May 2006 - May 2007
Job VIP Land Associate at Park West Gallery
Industry Marketing and Advertising
Experience
Park West Gallery  October 2009 - Present
Park West Gallery  May 2007 - September 2008
Wells Fargo Financial   May 2006 - May 2007

Skills
Advertising, Event Planning, Marketing, Sales, Social Media Marketing

Education
Truman State University   2003 — 2006
Bachelors, Business Marketing

Lindenwood University   2001 — 2002
Bachelor of Science (BS), Business Marketing

St. Charles West High School   1999 — 2001
High School Diploma

Raytown South High School

Chris Anderson, CFP® Chris Anderson, CFP® Rochester, Minnesota Area Details
Chris Anderson, CFP®'s Wells Fargo Financial Experience July 2000 - September 2002
Job Financial Advisor Think Investment Services located at Think Mutual Bank
Industry Financial Services
Experience
Think Investment Services located at Think Mutual Bank   May 2011 - Present
The Rochester Art Center   January 2007 - April 2013
Wells Fargo Bank  December 2006 - April 2011
Wells Fargo Bank  April 2004 - December 2006
Wells Fargo Bank  September 2002 - April 2004
Wells Fargo Financial   July 2000 - September 2002

Skills
Certified Financial..., Investments, Financial Advisory, Securities, Life Insurance, Financial Services, Personal Finance, Retirement Planning, Series 7, Mutual Funds, Finance, Customer Service

Education
Luther College   1997 — 2000
BA, Business Management

Luther College   1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General

April Britt, MBA, SPHR April Britt, MBA, SPHR Greater Nashville Area Details
April Britt, MBA, SPHR's Wells Fargo Financial Experience 2001 - 2002
Job Senior Vice President, Chief People Officer
Industry Banking
Experience
Avenue Bank  July 2014 - Present
Avenue Bank  February 2011 - June 2014
Avenue Bank  February 2008 - January 2011
Wilson Bank & Trust  2007 - 2008
Mary Kay Cosmetics  2001 - 2007
Union Planters Bank  2002 - 2004
Wells Fargo Financial   2001 - 2002
First Tennessee Bank  1996 - 2000

Education
Lipscomb University   2012 — 2013
Master of Business Administration (M.B.A.)

The University of Memphis
Bachelor of Business Administration (B.B.A.)

Anthony Bea Anthony Bea Fresno, California Area Details
Anthony Bea's Wells Fargo Financial Experience 1997 - 2005
Job Branch Manager at Tri Counties Bank
Industry Banking
Experience
Tri Counties Bank  March 2008 - Present
Countrywide Bank and Investments   2007 - 2009
Countrywide Bank  December 2007 - February 2008
Wells Fargo Bank  May 1997 - December 2007
Wells Fargo  2005 - 2007
Wells Fargo Financial   1997 - 2005

Education
Loras College   1993 — 1997
B.A., Business Management

st. joseph high school

st. joseph high school

Roger Casper Roger Casper Greater Minneapolis-St. Paul Area Details
Roger Casper's Wells Fargo Financial Experience June 1997 - September 2002
Job Vice President & Regional Business Center Manager at Regional Acceptance Corporation
Industry Financial Services
Experience
Regional Acceptance Corporation  April 2013 - Present
US Bank  July 2008 - April 2013
Wells Fargo Auto Finance  September 2002 - July 2008
Wells Fargo Financial   June 1997 - September 2002
Coummunity Credit Company   1991 - 1994

Education
Marquette University   1984 — 1988

Chris Landry Chris Landry Dallas, Texas Details
Chris Landry's Wells Fargo Financial Experience February 2004 - May 2006
Job National Sales Manager. Consumer Retail Goods. Sports Medicine. Healthcare products.
Industry Health, Wellness and Fitness
Experience
Medi-Dyne   January 2014 - Present
The Delta Companies  August 2012 - December 2013
Techtronic Industries  January 2011 - August 2012
JPMorgan Chase  May 2006 - February 2011
Wells Fargo Financial   February 2004 - May 2006

Skills
Sales, Leadership, Account Management, Customer Service, Business Development, Management, Strategy, Training, Sales Operations, Finance, Marketing Strategy, Sales Process, Team Building, Strategic Planning, Sales Management

Education
Louisiana Tech University   2000 — 2004
BS

Northwestern State University   1999 — 2000

Bharath Navaneethan Bharath Navaneethan San Francisco Bay Area Details
Bharath Navaneethan's Wells Fargo Financial Experience 2008 - 2009
Job Chief Architect at touchPhase, Inc
Industry Computer Software
Experience
touchPhase, Inc   February 2011 - Present
Califormacy, Inc.   May 2008 - January 2011
Wells Fargo Financial   2008 - 2009
Covansys  February 2008 - April 2008
Covansys  June 2007 - January 2008
Covansys  August 2006 - May 2007
Artizen Inc., San Carlos, CA   August 2005 - July 2006
E*TRADE Financial, Inc., Menlo Park, CA   October 2003 - June 2005
BMC Software, Inc., San Jose, CA   1999 - 2003
NIIT Limited  1996 - 1998

Skills
iOS Development, Android Apps, Windows Phone 7, Agile Methodologies, SDLC, Software Quality..., Software Project..., Oracle, Unix, Perl, Software Development, SQL, Cloud Computing, Testing, Quality Assurance

Education
University of Phoenix   2002 — 2004
MBA, Global Management

Madurai Kamaraj University   1987 — 1991
BE, Computer Science and Engineering

University of Madras   1984 — 1987
BS, Mathematics

Safi Sherzai Safi Sherzai San Francisco Bay Area Details
Safi Sherzai's Wells Fargo Financial Experience 2004 - 2005
Job Registered Diagnostic Cardiac Sonographer at Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente  December 2009 - Present
Sutter Health  January 2012 - June 2014
E-LOAN  July 2005 - November 2008
Wells Fargo Financial   2004 - 2005

Skills
Cardiac Sonographer, Forecasting, Web Analytics, Mergers, Mortgage Banking, SQL, Sarbanes-Oxley Act, Technical Support, Cardiology, Microsoft Word, Customer Service

Education
Lincoln University (CA)   2009 — 2011
Associates of Science, Diagnostic Imaging

Contra Costa Medical Career College

University of California, Davis   2000 — 2005
Bachelor Degree, Psychology/Sociology

Naveen Kumar Bannagani Venkata Naveen Kumar Bannagani Venkata Davenport, Iowa Area Details
Naveen Kumar Bannagani Venkata's Wells Fargo Financial Experience July 2011 - September 2012
Job Infrastructure Analyst at John Deere
Industry Machinery
Experience
John Deere  October 2012 - Present
Wells Fargo Financial   July 2011 - September 2012
State of New York - Office of Mental health   August 2010 - June 2011
Syntel Inc / Humana Inc   August 2007 - August 2010
Satyam Computer Services - CIGNA. FORD   June 2004 - July 2007
Rans Brainwave automation   April 2002 - May 2004

Skills
DB2, Unix, Oracle, Data Modeling, Mainframe, SOA, Linux, SAP Netweaver, Informatica, JCL, SQL, BizTalk, AIX, SAP R/3, Microsoft SQL Server, SAP ERP, IBM SOA, MaxDB, REXX, SAP HANA, Microsoft Office, Databases, IBM Mainframe, IBM AIX, Performance Tuning

Education
University of Maryland University College   2014 — 2016
Master of Science (M.S.), Data Analytics

Madurai Kamaraj University   1997 — 2001
Bachelor of Engineering (BE), Mechanical Engineering

SKPD   1984 — 1997
High School

BoAnn Hale BoAnn Hale New Smyrna Beach, Florida Details
BoAnn Hale's Wells Fargo Financial Experience June 2011 - Present
Job Wells Fargo
Industry Financial Services
Experience
Wells Fargo Financial   June 2011 - Present

Education
Lynn University   2001 — 2005

Rabun Gap Nacoochee School   1997 — 2001

Benjamin Gleason Benjamin Gleason Cleveland/Akron, Ohio Area Details
Benjamin Gleason's Wells Fargo Financial Experience May 2006 - March 2007
Job Senior Account Executive at Credit Management Company
Industry Hospital & Health Care
Experience
Credit Management Company  June 2015 - Present
Western Pennsylvania Chapter of Healthcare Financial Management Association   June 2014 - June 2015
Credit Management Company  June 2012 - June 2015
Human Arc  October 2009 - September 2011
Human Arc  January 2009 - October 2009
Wells Fargo Financial   May 2006 - March 2007

Skills
Hospitals, Medicare, Managed Care, Revenue Cycle, Healthcare, Healthcare Management, Strategic Planning, HIPAA, Healthcare Information..., Process Improvement, Medical Terminology, Medical Billing, Healthcare Consulting, Epic Systems, Medicaid, EHR, EMR, Team Building, Management, Sales, Health Insurance, Leadership, Insurance, Marketing, Operations Management, Outlook, Training, Customer Service, Access, Revenue Cycle Management, Healthcare Industry, Physicians, Call Centers, Human Resources

Education
Malone University   2005 — 2009
Bachelor's, Marketing Management

Stark State College   2002 — 2005
Assoc., Massage Therapy

Jeff Dulle Jeff Dulle Greater New York City Area Details
Jeff Dulle's Wells Fargo Financial Experience May 2003 - January 2007
Job Vice President, Director of Cash Management
Industry Banking
Experience
The Westchester Bank  February 2014 - Present
Frontenac Bank  July 2009 - February 2014
ASSOCIATED BANK  December 2007 - July 2009
Amberg Entertainment   January 2007 - December 2007
Wells Fargo Financial   May 2003 - January 2007

Skills
Small Business Lending, Loans, Sales, Consumer Lending, Sales Management, Financial Analysis, Commercial Lending, Banking, Management, CRM, Training

Education
McKendree College   1998 — 2001
Organizational Communication

Ryan Schulz Ryan Schulz Greater St. Louis Area Details
Ryan Schulz's Wells Fargo Financial Experience February 2009 - May 2009
Job Managing Member at Lead the Way (LTW) Realty
Industry Real Estate
Experience
Huber Engineered Woods  November 2014 - Present
Lead the Way (LTW) Realty   February 2010 - Present
Biomedical Systems  May 2012 - November 2014
Army National Guard  October 2010 - October 2012
American Equity Mortgage  June 2011 - May 2012
National Vehicle Protection Services   November 2009 - July 2010
Wells Fargo Financial   February 2009 - May 2009
Maly Commercial Realty   April 2008 - December 2008
Northwestern Mutual Financial Network  May 2007 - August 2007
VITA  January 2007 - May 2007

Skills
Loans, Credit, Real Estate, Negotiation, Cross Functional..., Proposal Generation, Marketing, Sales, Leadership, Team Building, Selling, Management, New Business Development, Account Management, Training, Sales Management, Strategic Planning, Sales Process, Sales Operations, Direct Sales, Business Development

Education
University of Missouri-Columbia   2005 — 2008
BS in Personal Financial Planning, Finance and Real Estate

Lindenwood University
MBA, Business

St. Louis Bombers

Sam Deghidy Sam Deghidy Washington D.C. Metro Area Details
Sam Deghidy's Wells Fargo Financial Experience September 2006 - December 2008
Job Strategic Account Manager at Questel
Industry Information Technology and Services
Experience
Questel  November 2014 - Present
MicroStrategy  April 2013 - November 2014
SunTrust Bank  March 2012 - March 2013
PNC Financial Services  July 2009 - March 2012
Wells Fargo Financial   September 2006 - December 2008

Skills
Business Development, Cold Calling, Account Management, Sales, Enterprise Software, New Business Development, B2B, Relationship Management, Sourcing, Salesforce.com, Sales Management, Customer Service, Business Intelligence, Marketing, Management, WebEx, Training, Strategy, Leadership, Contract Negotiation, Intellectual Property

Education
Marymount University   2001 — 2005
Business Administration, Marketing

Trevor Hyre Trevor Hyre Charleston, West Virginia Area Details
Trevor Hyre's Wells Fargo Financial Experience April 2007 - December 2010
Job Chief Operations Officer at Pioneer WV Federal Credit Union
Industry Banking
Experience
Pioneer WV Federal Credit Union   December 2010 - Present
Wells Fargo Financial   April 2007 - December 2010
Wells Fargo Financial   May 2000 - April 2007

Skills
Marketing Communications, Sales Operations, Program Management, Mortgage Lending, Mortgage Banking, Loans, Consumer Lending, Banking, Credit, Relationship Management, Retail Banking, Cross Selling, Commercial Banking, Commercial Lending, Underwriting, Credit Analysis, Loan Origination, Sales Management, Small Business Lending, Team Building

Education
Marshall University   1995 — 1998
BS, Management

Wheeling Jesuit University

Jessica Walto Jessica Walto Greater New York City Area Details
Jessica Walto's Wells Fargo Financial Experience June 2010 - September 2010
Job Internal Wholesaler at AXA Distributors
Industry Financial Services
Experience
AXA Distributors  August 2014 - Present
AXA Distributors  June 2014 - Present
Morgan Stanley Wealth Management  September 2010 - June 2014
Wells Fargo Financial   June 2010 - September 2010
Morgan Stanley Smith Barney  September 2009 - December 2009
Share Our Strength  June 2009 - August 2009
TAG Public Relations & Marketing Group   May 2008 - August 2008

Skills
Series 7, Series 63, Series 65, Licensed Life Insurance..., Marketing, Business Development, Management, Financial Services, Event Management, Investment Advisory, Managing Accounts, Uniform Combined State..., Fundraising, Separately Managed..., Investments, Term Life Insurance, Financial Analysis, Financial Goals, Foreign Exchange, Mutual Funds, Investment Management, Due Diligence, Asset Allocation, Credit Risk, Small Business, Financial Risk

Education
Loyola University Maryland   2006 — 2010
Bachelor of Business Administration, Marketing Specialization

Justin Gonzalez Justin Gonzalez Charlotte, North Carolina Details
Justin Gonzalez's Wells Fargo Financial Experience June 2007 - January 2008
Job Associate Business Manager at MMIFamily Dollar
Industry Primary/Secondary Education
Experience
MMI-Family Dollar   2013 - Present
Marketing Management Inc.  2012 - Present
Charlotte Mecklenburg Schools  August 2011 - Present
PepsiCo - Pepsi Beverages Company  January 2008 - January 2010
Wells Fargo Financial   June 2007 - January 2008

Skills
Customer Service, Microsoft Office, Organization, Personal Budgeting, Close Attention to..., Writing, Sales

Education
Lycoming College   2010 — 2011
Elementary Education, K-6 Certificate

Lycoming College   2003 — 2007
Bachelor of Arts (B.A.), Business Administration-Marketing

Steve Hostetter Steve Hostetter Fort Wayne, Indiana Area Details
Steve Hostetter's Wells Fargo Financial Experience June 2006 - June 2010
Job Senior Loan Officer at Ruoff Home Mortgage
Industry Banking
Experience
Ruoff Home Mortgage  March 2014 - Present
JPMorgan Chase  September 2011 - March 2014
Tower Bank & Trust Co.   February 2011 - September 2011
Wells Fargo Financial   June 2006 - June 2010
Manchester College  2002 - 2006

Skills
Mortgage Lending, Refinance, Credit, FHA, Real Estate, Small Business, Mortgage Banking, Residential Mortgages, Training, Sales, Loan Origination, Mortgage Marketing, Loans, USDA, Finance, VA Loans, Credit Analysis, First Time Home Buyers

Education
Manchester University   2002 — 2006
B.S., Financial Accounting

DeKalb High School   1998 — 2002

Kristin Romero Kristin Romero Baton Rouge, Louisiana Details
Kristin Romero's Wells Fargo Financial Experience December 2004 - May 2005
Job Marketing Manager at Our Lady of the Lake Regional Medical Center
Industry Hospital & Health Care
Experience
Our Lady of the Lake Regional Medical Center  October 2012 - Present
Gilsbar  April 2008 - October 2012
MAPP Construction, Inc.   July 2006 - April 2008
CORT  May 2005 - June 2006
Wells Fargo Financial   December 2004 - May 2005

Skills
Graphic Design, Direct Marketing, Creative Branding, Social Media, Public Relations, Branding & Identity, Product Development, Media Buying, Event Planning, Research, Marketing, Marketing Communications, Lead Generation, Social Media Marketing, Strategic Planning, New Business Development, Marketing Automation, Brand Implementation, Integrated Marketing, CRM

Education
Louisiana State University   2000 — 2004
BS, Marketing

Jeff Berthiaume Jeff Berthiaume Fort Collins, Colorado Details
Jeff Berthiaume's Wells Fargo Financial Experience June 1997 - June 2002
Job Senior Loan Officer at Group Mortgage LLC.
Industry Financial Services
Experience
Group Mortgage LLC   March 2014 - Present
Cornerstone Home Lending, Inc.   December 2013 - March 2014
Citi  September 2011 - December 2013
Bank of America  October 2005 - September 2011
Wells Fargo  June 2002 - October 2005
Wells Fargo Financial   June 1997 - June 2002

Skills
Residential Mortgages, Home Equity Loans, FHA, USDA, First Time Home Buyers, Mortgage Marketing, Loan Origination, Mortgage Lending, Mortgage Banking, Refinance, VA loans, Loans, FHA financing, Finance, Credit, Government Loans, Rates, Certified Mortgage..., Mortgage Underwriting, Home Equity Lines of..., Interest Rates

Education
Luther College   1993 — 1997
Bachelor of Arts, Management and MIS

Austin High School   1989 — 1993
High School Diploma

Andrew Kulp Andrew Kulp Greater St. Louis Area Details
Andrew Kulp's Wells Fargo Financial Experience June 1999 - August 2002
Job Vice President at Regions Bank
Industry Banking
Experience
Regions Bank  August 2002 - Present
Wells Fargo Financial   June 1999 - August 2002

Skills
Small Business Lending, Commercial Banking, Loans, Customer Service, Retail Banking, Commercial Lending, Sales Management, Banking, Lines Of Credit, Consumer Lending, Credit Analysis, Credit, Loan Origination, Deposits, Mortgage Lending

Education
MacMurray College   1995 — 1999
Bachelor of Science (BS), Business Administration and Management, General

Noe Castillo Noe Castillo United States Details
Noe Castillo's Wells Fargo Financial Experience November 2004 - February 2009
Job VP Small Business Banking at Bank of America
Industry Financial Services
Experience
Bank of America  2012 - Present
Wells Fargo  March 2009 - January 2012
Wells Fargo Financial   November 2004 - February 2009

Skills
Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Credit Risk, Financial Analysis, Loan Origination, Loans, Portfolio Management, Mortgage Lending, Retail Banking, Risk Management, Small Business Lending

Education
Loyola Marymount University   2002 — 2004
Bachelor of Business Administration (B.B.A.), International Business

Santa Monica College   1999 — 2002
Associate's degree in Business & Liberal Arts, Business Administration

Gregory Tzanoukakis, AAMS® Gregory Tzanoukakis, AAMS® Greater Milwaukee Area Details
Gregory Tzanoukakis, AAMS®'s Wells Fargo Financial Experience May 2008 - August 2008
Job Regional Sales Consultant at Federated Investors
Industry Financial Services
Experience
Federated Investors  August 2014 - Present
Russell Investments  January 2011 - July 2014
Russell Investments  April 2010 - December 2010
Town Bank  October 2009 - March 2010
Russell Investments  August 2008 - August 2009
Wells Fargo Financial   May 2008 - August 2008

Skills
Mutual Funds, Asset Allocation, Series 7, Investments, Financial Advisory, Alternative Investments, Series 66, AAMS, Capital Markets, Defined Contribution, Defined Benefit

Education
Marquette University   2004 — 2008
B.S., Corporate Finance & Commercial Real Estate

Erin Boyd Erin Boyd Greater Atlanta Area Details
Erin Boyd's Wells Fargo Financial Experience July 2009 - June 2010
Job Senior Analyst Unit Lead at Hyundai Capital America
Industry Insurance
Experience
Hyundai Capital America  October 2012 - Present
Hyundai Capital America  December 2010 - October 2012
Wells Fargo Financial   July 2009 - June 2010
Principal Financial Group  October 1999 - December 2008
JM Rowley Insurance Agency   July 1998 - August 1999
Toyota Motor Credit Corporation  February 1996 - June 1998

Skills
Investments, Retirement Planning, Insurance, Sales, Customer Service

Education
Luther Rice University   2011 — 2014
Master's Degree, Divinity/Ministry

Luther Rice University   2009 — 2011
Master's degree, Biblical Counseling

University of Iowa Iowa   1990 — 1995
Bachelor of Arts, English

Brian C. Brian C. San Antonio, Texas Area Details
Brian C.'s Wells Fargo Financial Experience May 2000 - February 2003
Job Owner: Decorative Concrete Artisan
Industry Consumer Services
Experience
Artistic Impressions Concrete Staining   May 2010 - Present
Windstream/Lm Berry   February 2003 - February 2007
Wells Fargo Financial   May 2000 - February 2003

Skills
Sales, Strategic Planning, Contract Negotiation, Account Management, Analysis, B2B, Budgets, Business Development, Business Strategy, Coaching, Customer Satisfaction, Customer Service, E-commerce, Entrepreneurship, Flooring, Leadership, Management, Marketing, Marketing Strategy, Negotiation, New Business Development, Operations Management, Process Improvement, Public Speaking, Recruiting, Renovation, Sales Management, Social Networking, Start-ups, Team Building, Team Leadership, Training

Education
LSU Shreveport   1997 — 2000
Bachelors, Finance

Northwestern State University   1996 — 1997
Nursing

Maria Souza, MBA Maria Souza, MBA Portland, Oregon Area Details
Maria Souza, MBA's Wells Fargo Financial Experience October 1999 - October 2000
Job Treasury Management Sales Analyst at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank  July 2008 - Present
Wells Fargo Bank  June 2004 - July 2008
Wells Fargo Bank  July 2001 - June 2004
Wells Fargo Bank  October 2000 - July 2001
Wells Fargo Financial   October 1999 - October 2000

Skills
Accounts Payable, Liquidity Management, Loan Servicing, Cash Management, Commercial Banking, Commercial Lending, Credit, Customer Service, Payments, Loans, Credit Analysis, Sales, Treasury Management

Education
Marylhurst University   2011 — 2012
Green MBA, Sustainable Business & Green Development

Portland State University   1997 — 2006
Bachelor of Arts (B.A.)

Daniel Conkright Daniel Conkright Sag Harbor, New York Details
Daniel Conkright's Wells Fargo Financial Experience September 2009 - August 2010
Job Experienced Banking Professional
Industry Banking
Experience
Suffolk County National Bank  July 2012 - June 2014
Citizens Bank  August 2010 - July 2012
Wells Fargo Financial   September 2009 - August 2010
Canterbury of New Zealand  May 2008 - January 2009
Under Armour  October 2007 - January 2008

Skills
Sales, PowerPoint, Customer Service, Microsoft Excel, Retail, Marketing, Account Management, Strategic Financial..., Microsoft Office, Social Media, Financial Analysis, Time Management, Banking, Training

Education
Lycoming College   2004 — 2009
Bachelor of Arts (B.A.), Marketing

Owen J. Roberts HS   2000 — 2004

David Quam David Quam Des Moines, Iowa Area Details
David Quam's Wells Fargo Financial Experience July 2009 - July 2010
Job Lending Manager at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage  November 2012 - Present
Wells Fargo Home Mortgage  September 2011 - October 2012
Wells Fargo Home Mortgage  August 2010 - August 2011
Wells Fargo Financial   July 2009 - July 2010
Wells Fargo Financial   June 2008 - June 2009

Skills
Mortgage Lending, Loans, Credit, Banking, Underwriting, Credit Analysis, Financial Analysis, Portfolio Management, Insurance, Process Improvement, Mortgage Underwriting, Customer Service

Education
Luther College   2004 — 2008
B.A., Business Managment

Bryn Dunham Bryn Dunham Wellsboro, Pennsylvania Details
Bryn Dunham's Wells Fargo Financial Experience October 2005 - June 2006
Job Appalachian Basin Land Resources, LLC
Industry Real Estate
Experience
Appalachian Basin Land Resources, LLC   January 2015 - Present
Tioga County Human Services Agency   January 2009 - January 2015
Hyatt Regency Newport  April 2008 - October 2008
Citizens & Northern Bank  June 2006 - September 2007
Wells-Fargo Financial  October 2005 - June 2006

Skills
Customer Service, Payroll, Microsoft Word, Microsoft Excel, Supervising, Hospitality, Research, Coaching, Sales, Credit, Microsoft Office, Leadership, SAFE CRISIS MANAGMENT, CPR Certified, First Aid, AED, Security, Hazardous Materials, Fire Safety, Bloodborne Pathogens, Loans, Residential Mortgages, Loan Origination, Finance, Tourism, Consumer Lending, Credit Analysis, Report Writing, Real Estate

Education
Mansfield University of Pennsylvania   2009 — 2010
Bachelor of Arts (BA), History

Mansfield University of Pennsylvania   2001 — 2005
Bachelor of Science (B.S.), Business Administration: Travel and Tourism

Justin Libey Justin Libey Fort Wayne, Indiana Details
Justin Libey's Wells Fargo Financial Experience August 2004 - August 2005
Job Commercial Relationship Manager, VP at Old National Bank
Industry Banking
Experience
Old National Bank  May 2015 - Present
Salin Bank & Trust  November 2005 - May 2015
Wells Fargo Financial   August 2004 - August 2005
Philadelphia Phillies  June 2003 - May 2004

Skills
Banking, Small Business Lending, Commercial Banking, Commercial Lending, Finance, Small Business, Credit, Cash Management, Lines Of Credit, Portfolio Management, Business Development, Financial Analysis, Risk Management, Treasury Management, Wealth Management, Personal Finance, Consumer Lending, Coaching, Underwriting, Construction Loans, Loans, Leadership, Customer Service, Management, Retail Banking, Team Building, Sales, Commercial Mortgages, Credit Analysis, Loan Origination, Relationship Management

Education
Manchester University   1999 — 2003
Bachelors of Science, Finance

Angola HS   1995 — 1999

YLNI Leadership Institute   2012 — 2012

Angela Sample Angela Sample Medford, Oregon Details
Angela Sample's Wells Fargo Financial Experience November 1999 - October 2006
Job Tax Collections at Jackson County, Department of Treasury and Financial Services
Industry Government Administration
Experience
Jackson County, Department of Treasury and Financial Services   January 2012 - Present
Keller Williams Realty Southern Oregon  April 2014 - September 2015
Carteret Mortgage Corporation  April 2006 - January 2012
RE/MAX  June 2006 - July 2008
Wells Fargo Financial   November 1999 - October 2006

Skills
Real Estate, Leadership, Customer Service, Negotiation, Sales, Coaching, Training

Education
Rogue Community College   2010 — 2012
Business/Commerce

Lower Columbia College   1999 — 2000
General Studies

Tres Lillard Tres Lillard Phoenix, Arizona Area Details
Tres Lillard's Wells Fargo Financial Experience July 2007 - September 2008
Job Chief Sales and Marketing Officer at PACC The Pro Athlete & Business Network
Industry Consumer Goods
Experience
PACC - The Pro Athlete & Business Network   August 2015 - Present
Solise   January 2009 - July 2015
Wells Fargo Financial   July 2007 - September 2008

Skills
Strategic Planning, Sales Management, Marketing Strategy, Marketing, Marketing Budget..., Entrepreneurship, Social Media, Social Media Marketing, Advertising, Public Speaking, Public Relations, Direct Marketing, Media Planning, Customer Service, Teaching, Negotiation, Trade Show Exhibitor, Direct Sales, QVC On Air Certified, Research, New Business Development, Sales

Education
Loyola Marymount University   2003 — 2007
Bachelor of Arts (B.A.), Communication and Media Studies

Valley Lutheran High School   1999 — 2003
General, 3.9 GPA

Joe Barbuto Joe Barbuto Greater New York City Area Details
Joe Barbuto's Wells Fargo Financial Experience December 2009 - July 2010
Job Regional Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  February 2014 - Present
Wells Fargo  July 2010 - February 2014
Wells Fargo Financial   December 2009 - July 2010
First Investors Corporation  May 2009 - September 2009

Skills
Series 63, Investments, Mutual Funds, Credit Analysis, Series 7, Consumer Lending, Brokerage, Loans, Securities Lending, Asset Managment, Credit Management, Series 6, Portfolio Management, Credit, Banking, Strategic Financial..., Securities, Fixed Income, Relationship Management, Private Banking, Microsoft Excel, Sales, Finance, Financial Services, Financial Planning

Education
Marist College   2006 — 2009
Bachelor of Science, Finance, International Business

Smithtown High School West   2003 — 2006
Advanced Regents

Jeff W. McGruder II, MBA Jeff W. McGruder II, MBA Greater Nashville Area Details
Jeff W. McGruder II, MBA's Wells Fargo Financial Experience 2001 - 2002
Job Vice President at BB&T
Industry Banking
Experience
BB&T  February 2014 - Present
Regions Financial Corporation  September 2013 - January 2014
Regions Financial Corporation  May 2013 - January 2014
Regions Financial Corporation  January 2009 - January 2014
Regions Bank  March 2004 - December 2010
Regions Bank  2001 - 2008
Wells Fargo Financial   2001 - 2002

Skills
Commercial Lending, Small Business Lending, Credit Analysis, Loans, Consumer Lending, Credit, Banking, Lines Of Credit, Commercial Banking, Underwriting, Mortgage Lending, Financial Analysis

Education
Trevecca Nazarene University   2012 — 2014
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management

University of Tennessee-Knoxville   1999 — 2001
Bachelor of Education (B.Ed.), Sports Management

Lipscomb University   1996 — 1998
Bachelors, Athletic Training

Chris Ricketts Chris Ricketts Alexandria, Louisiana Area Details
Chris Ricketts's Wells Fargo Financial Experience 2007 - 2007
Job Sales at AT&T Corporate Business Solutions
Industry Telecommunications
Experience
AT&T  January 2014 - Present
AT&T  October 2012 - January 2014
Steamatic Catastrophe Management (SCM)   January 2011 - October 2012
Verizon Wireless  December 2009 - December 2010
JPMorgan Chase  September 2007 - May 2009
Wells Fargo Financial   2007 - 2007

Skills
Water Restoration..., Applied Structural..., Sales, Sales Management, Telecommunications, Small Business, Contract Management, Construction, Cold Calling, Coaching, Claim, Business Strategy, B2B, Customer Retention, Inventory Management, Marketing Strategy, Microsoft Excel, Sales Operations, Selling, Team Building, Water Damage, Wireless, Sales Process, Training

Education
Louisiana State University   2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General

Northwestern State University   2003 — 2006
BS, Business Administration

Louisiana State University-Eunice   2002 — 2003
Bachelor of Science (BS), Business Administration and Management

Brenda (Brenda Acevedo) Matta Brenda (Brenda Acevedo) Matta Garland, Texas Details
Brenda (Brenda Acevedo) Matta's Wells Fargo Financial Experience August 2006 - August 2008
Job Mortgage Loan Officer at Trinity Trust
Industry Financial Services
Experience
Trinity Trust   February 2014 - Present
Xpert Taxes   December 2014 - April 2015
Fannie Mae  October 2011 - May 2014
Fannie Mae  November 2010 - October 2011
KBA Mortgage, together with Bank of America   June 2010 - October 2010
Trinity Trust   March 2009 - June 2010
Wells Fargo Financial   August 2006 - August 2008
Wells Fargo Financial   September 2004 - August 2006

Skills
Credit, Loans, Mortgage Lending, Banking, Mortgage Banking, Credit Risk, Mortgage Servicing, Loan Servicing, Home Equity Lines of..., Loan Origination, Mortgage Underwriting, Notary Public, Tax Preparation, Financial Services, Vendor Management, Risk Management, NMLS Licensed

Education
La Cordon Bleu   2012 — 2013
Associate of Arts (A.A.), Culinary Arts/Chef Training

Long Beach City College   2000 — 2002
Associate's degree, International Business

Ed Grambo Ed Grambo Philadelphia, Pennsylvania Details
Ed Grambo's Wells Fargo Financial Experience June 2009 - December 2010
Job Professional Vaccine Specialist at Sanofi Pasteur
Industry Pharmaceuticals
Experience
Sanofi Pasteur  May 2011 - Present
Citizens Bank  January 2011 - May 2011
Wells Fargo Financial   June 2009 - December 2010

Skills
Customer Service, Sales, Management, Public Speaking, Account Management, Marketing, Leadership, Event Planning, Team Building, Cold Calling, Microsoft Office, Pharmaceutical Industry, Pharmaceutical Sales, Physician Relations, PowerPoint, Sales Operations, Sales Presentations, Vaccines

Education
Lycoming College   2005 — 2009
Bachelor of Science, Business Administration

John Keeven John Keeven Belleville, Illinois Details
John Keeven's Wells Fargo Financial Experience 2006 - 2008
Job Branch Manager at Regions Bank
Industry Banking
Experience
Regions Bank  2008 - Present
Wells Fargo Financial   2006 - 2008

Skills
Loans

Education
McKendree College   2000 — 2004
Economics & Finance, Economics and Finance

Angela Eakins Angela Eakins Des Moines, Iowa Details
Angela Eakins's Wells Fargo Financial Experience April 2008 - June 2009
Job Loan Servicing Specialist 4 at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  January 2012 - Present
Wells Fargo Home Mortgage  October 2010 - January 2012
Wells Fargo Home Mortgage  June 2009 - October 2010
Wells Fargo Financial   April 2008 - June 2009

Skills
Credit, Loans, Banking, Mortgage Lending, Portfolio Management, Risk Management, Mortgage Banking, Financial Modeling, Loan Origination

Education
Maranatha Baptist University   2001 — 2004
Associate's Degree, Early Childhood Education and Teaching

Clifton Craddick Clifton Craddick Fayetteville, Arkansas Details
Clifton Craddick's Wells Fargo Financial Experience June 2005 - June 2007
Job Publisher East Fayetteville Living N2 Publishing
Industry Publishing
Experience
N2   September 2014 - Present
State of Arkansas  September 2014 - Present
KEE Action Sports  October 2013 - September 2014
KEE Action Sports  August 2011 - September 2013
KEE Action Sports  March 2010 - August 2011
JT Sports (Jarden Corporation)   June 2007 - July 2010
Wells Fargo Financial   June 2005 - June 2007

Skills
Organizational..., Cross-functional Team..., Results Focused, Strategy, Product Development, Result Oriented, Management, Pricing, New Business Development, Creative Direction, Sales, Marketing, Marketing Strategy, Sales Operations, Training, Product Marketing, Event Management, Retail, Forecasting, Merchandising, Teacher Mentoring, Young People

Education
University of California, Riverside   2001 — 2005
BS Business Administration

Lund University   2004 — 2004
Development Economics and International Development

Desmond Robinson Desmond Robinson Greater Memphis Area Details
Desmond Robinson's Wells Fargo Financial Experience January 2008 - August 2009
Job Personal Chef, Caterer, Celebrity Chef, Etiquette Coach, Food Blogger, Cooking Instructor, D.Arthur's Catering
Industry Food & Beverages
Experience
University of Memphis  June 2011 - June 2013
Louisiana State University  August 2009 - May 2011
AT&T  August 2008 - August 2009
Wells Fargo Financial   January 2008 - August 2009
Gear Up  May 2006 - December 2007
Independent Bank  February 2004 - May 2006

Skills
Personal Chef Services, Chef, Food Industry, Food Safety, Higher Education, Events Coordination, Corporate Events, Event Management, Food Quality, Public Speaking, Food & Beverage, Student Affairs, Community Outreach, Event Planning, Research, Student Development, Microsoft Office, Nonprofits, Fundraising, Teaching, Program Development, Volunteer Management, PowerPoint, Career Counseling, Marketing, Training, Data Entry

Education
Louisiana State University   2009 — 2011
Master of Arts, Education

The University of Memphis   2003 — 2007
Bachelor of Arts, Communications

Jason W. Shepherd Jason W. Shepherd Huntington, West Virginia Area Details
Jason W. Shepherd's Wells Fargo Financial Experience December 2003 - September 2006
Job AVP Relationship Manager II
Industry Banking
Experience
Chase  July 2015 - Present
Peoples Bank  March 2011 - August 2015
United Bank  September 2006 - March 2011
Wells Fargo Financial   December 2003 - September 2006

Skills
Community Involvement, Relationship Developer, Dedicated Professional, Problem Solving, Proactive self-starter, Small Business Lending, Banking, Consumer Lending, Employee Benefits, Cross Selling, Loans, Deposits, Commercial Mortgages, Commercial Lending, Customer Service, Finance, Sales, Credit Analysis, Public Relations, Operations Management, Credit, Lines Of Credit, Outlook, Leadership, Sales Operations, Commercial Banking, Customer Satisfaction, Account Management, Coaching, Sales Management, Payroll, Retail Banking, Financial Analysis, Strategic Planning, Management

Education
Marshall University   2008 — 2011
M.B.A

Marshall University   1999 — 2003
BA Business Administration

Linda Quadros Linda Quadros Greater Boston Area Details
Linda Quadros's Wells Fargo Financial Experience April 2007 - May 2008
Job Personal driver at Uber/Lyft. Self Employed Ministry
Industry Religious Institutions
Experience
Uber  November 2014 - Present
Uber  November 2014 - Present
Staples  February 2013 - November 2014
CVHH&H   March 2012 - December 2012
Stoweflake Inn   January 2012 - March 2012
Dunkin Donuts  January 2009 - September 2011
NL   August 2010 - February 2011
Cambridge Health Alliance  November 2008 - December 2008
Wells Fargo Financial   April 2007 - May 2008
Dunkin Donuts  January 2006 - January 2007

Skills
MS Office Suite, Social Networking, Quickbooks, Photoshop, Recruiting, Microsoft Excel, Microsoft Word, PowerPoint, New Business Development, Event Planning, Teamwork, Strategic Planning, Marketing, Social Media, Public Speaking, Time Management, Marketing Strategy, Budgets, Research, Social Media Marketing, Coaching, Sales, Herbs and Home remedies, Customer Service, Microsoft Office, Healthcare, Management, Training, Leadership

Education
Global school of supernatural ministry   2012 — 2014

Wisdom of the herbs School   2012 — 2013
Certificate in Herbal Studies, Herbalism/Herbalist

Lyndon State College   1998 — 2002
bachelors, business administration

Peabody Veterens memorial   1993 — 1997
High School

Corey Rasberry Corey Rasberry Houston, Texas Details
Corey Rasberry's Wells Fargo Financial Experience November 2009 - September 2010
Job AT&T
Industry Telecommunications
Experience
AT&T  March 2014 - Present
AT&T  April 2012 - Present
AT&T  November 2011 - April 2012
Specialized Innovative Therapies   February 2011 - November 2011
Wells Fargo Financial   November 2009 - September 2010

Skills
Customer Retention, Customer Service, Call Centers, Direct Sales, Leadership, Telecommunications, Wireless, Account Management, Cold Calling, Sales, Sales Operations

Education
Liberty University
Master of Business Administration, International Business

Liberty University   2004 — 2008
Bachelor of Science, International Business

D. Jackson Godard D. Jackson Godard Portland, Oregon Area Details
D. Jackson Godard's Wells Fargo Financial Experience October 2006 - May 2007
Job Integrated Account Supervisor/Project Manager
Industry Marketing and Advertising
Experience
R2C Group  February 2013 - Present
Maley Road Hazelnuts LLC   September 1995 - Present
R2C Group  July 2008 - February 2013
R2C Group  December 2009 - July 2011
R2C Group  May 2007 - July 2008
R2C Group  May 2007 - June 2008
Wells Fargo Financial   October 2006 - May 2007

Skills
Direct Marketing, TV Advertising, Print Advertising, Radio Advertising, Market Research, Marketing Strategy, Product Marketing, Strategic Planning, Media Planning, Media Relations, Media Buying, Media Production, Digital Media, Client Development, Client Services, Client Relationship..., Client Engagement, Account Management, Commercial Production, Advertising, Creative Direction, Marketing, Online Advertising, Email Marketing, CRM, Nuts

Education
Oregon State University   2002 — 2006
Bachelor of Science, International Business

Lunds universitet   2001 — 2001
International Marketing, International Business

Jennifer Bieber Jennifer Bieber Greater St. Louis Area Details
Jennifer Bieber's Wells Fargo Financial Experience April 2006 - June 2007
Job Marketing and IT Professional
Industry Marketing and Advertising
Experience
Emerson Climate Technologies  March 2015 - Present
Daugherty Business Solutions  June 2014 - March 2015
Barnes-Jewish Hospital  June 2012 - January 2014
Network Solutions  February 2011 - March 2012
Network Solutions  June 2010 - August 2011
Network Solutions  October 2007 - June 2010
Network Solutions  June 2007 - October 2007
Wells Fargo Financial   April 2006 - June 2007
Beauty Brands  2004 - 2006

Skills
SEO, Online Advertising, Web Design, Project Management, PPC, Online Marketing, SEM, Social Media Marketing, Copywriting, E-commerce, Quality Assurance, Sales, Web Analytics, Training, Web Development, Troubleshooting, Customer Satisfaction, Customer Service, HTML, Lead Generation, Team Management, Cross-functional Team..., Marketing, Leadership, Product Development, Management, Google Analytics, Performance Management, Email Marketing

Education
McKendree College   2007 — 2008
Master of Business Administration

McKendree University   2002 — 2005
Bachelor of Business Administration, Marketing, Organizational Communication

J.D. Estes J.D. Estes Charleston, West Virginia Area Details
J.D. Estes's Wells Fargo Financial Experience April 2010 - August 2010
Job Small Business Specialist at JP Morgan Chase
Industry Banking
Experience
JPMorgan Chase  June 2011 - Present
Dynasplint Systems, Inc.   August 2010 - June 2011
Wells Fargo Financial   April 2010 - August 2010
Estes Development Corporation   May 2002 - September 2009

Skills
Customer Service, Sales, Territory..., Durable Medical..., Real Estate Development, Finance, Banking, Marketing, Strategic Planning

Education
Marshall University   1998 — 2004
BBA-Economics, BBA-Marketing

Klaudene Carranza Klaudene Carranza Phoenix, Arizona Area Details
Klaudene Carranza's Wells Fargo Financial Experience November 1997 - January 2003
Job Sr. Mortgage Consultant at OnQ Financial
Industry Financial Services
Experience
On Q Financial, Inc.   March 2008 - Present
Indymac Bank  September 2007 - March 2008
Great Southwest Mortgage  August 2006 - August 2007
Wells Fargo Financial   November 1997 - January 2003

Skills
Mortgage Lending, Conventional, FHA, Jumbo, First Time Home Buyers, USDA, Rehab Loans, VA, Loans, Jumbo Mortgage, FHA financing, Mortgage Banking, VA loans, REO, Residential Mortgages, Government Loans, Construction Loans, Reverse Mortgages, Mortgage Underwriting, Refinance, Certified Mortgage..., Investment Properties, Home Equity Loans, Non-Conforming, Home Equity Lines of..., Credit, Real Estate Financing, Credit Analysis, Commercial Mortgages, Real Estate, Rates, HUD, Foreclosures, Investors, Short Sales, FHA Financing, VA Loans

Education
Scottsdale Community College   1993 — 1994

Loyola University Chicago   1990 — 1992

Jamie Badeaux Jamie Badeaux Baton Rouge, Louisiana Area Details
Jamie Badeaux's Wells Fargo Financial Experience September 2001 - September 2003
Job Dealer Relationship Manager at GM Financial
Industry Banking
Experience
GM Financial  February 2014 - Present
North American Auto Finance   August 2011 - January 2014
Toyota Financial Services  July 2007 - October 2010
Wells Fargo Home Mortgage  September 2003 - July 2006
Wells Fargo Financial   September 2001 - September 2003

Skills
Loans, Credit, Mortgage Lending, Portfolio Management, New Business Development, Real Estate, Banking, Business Development, Commercial Lending, Credit Analysis, Credit Risk, Customer Service, Finance, Leadership, Management, Sales, Solicitation, Underwriting

Education
Louisiana State University   1995 — 1999
Bachelor of Science, Marketing; Finance

Jill Ott, CPM Jill Ott, CPM Charlotte, North Carolina Area Details
Jill Ott, CPM's Wells Fargo Financial Experience 2001 - 2002
Job Process Improvement Manager at Bissell
Industry Commercial Real Estate
Experience
Bissell  June 2015 - Present
Bissell  November 2012 - June 2015
Bissell  December 2008 - November 2012
LandCraft Management, LLC   November 2004 - December 2008
Sentinel Real Estate  March 2003 - November 2004
United Dominion Realty Trust  October 2002 - March 2003
Wells Fargo Financial   2001 - 2002
Rhinebeck Savings Bank  2000 - 2001

Skills
Property Management, Real Estate, Leases, Lease Administration, Commercial Real Estate, Asset Managment, Budgets, Contract Negotiation, Real Estate Transactions, Yardi, Financial Analysis, Customer Service, Tenant, Accounts Payable, Property, Microsoft Excel, Asset Management

Education
Marist College   1997 — 2001
B.S., Business Administration with a concentration in Finance and a minor in Economics, 3.6 GPA

Walton Central High School

Nathan Conway Nathan Conway Greater Seattle Area Details
Nathan Conway's Wells Fargo Financial Experience June 2003 - June 2004
Job Trade Operations Analyst at Vulcan Inc.
Industry Financial Services
Experience
Vulcan Inc.  September 2015 - Present
Parametric  July 2013 - September 2015
Parametric  August 2009 - July 2013
PIMCO  March 2007 - September 2008
PIMCO  June 2004 - March 2007
Wells Fargo Financial   June 2003 - June 2004

Skills
Risk Management, Mutual Funds, Investments, Cash Management, Accounting, Securities, Cash Flow, Finance, Fixed Income, Bloomberg, Financial Analysis, Equities, Account Reconciliation, Asset Allocation, Alternative Investments, Fund Of Funds, Analysis, Private Equity

Education
Linfield College   1999 — 2003
Bachelor of Science (BS), Finance, General

Randy Ernst Randy Ernst Greater Chicago Area Details
Randy Ernst's Wells Fargo Financial Experience 1996 - 2001
Job Vice President of Mortgage Lending at Guaranteed Rate
Industry Banking
Experience
Guaranteed Rate  May 2001 - Present
Wells Fargo Financial   1996 - 2001

Skills
Mortgage Lending, FHA, Loans, Debt Settlement, Real Estate, Real Estate Transactions, Property, Reverse Mortgages, Refinance, Condos, First Time Home Buyers, Finance, Residential Mortgages, Mortgage Banking, VA loans, Residential Homes, Loan Origination, Investment Properties, Luxury, FHA financing, VA Loans, FHA Financing

Education
Loras College

William Shepherd William Shepherd Chicago, Illinois Details
William Shepherd's Wells Fargo Financial Experience November 2009 - August 2010
Job Policy and Markets Analysis Sr Analyst at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York  October 2013 - Present
Federal Reserve Bank of New York  November 2010 - October 2013
Wachovia Bank  August 2010 - November 2010
Wells Fargo Financial   November 2009 - August 2010
Virginia Barbeque Company   March 2007 - July 2009
Randolph-Macon College  2005 - 2009
Student Services Moving and Storage   June 2005 - July 2008
Randolph-Macon College  August 2006 - January 2007

Skills
Budgets, Finance, Management, Strategy, Insurance, Financial Analysis, Data Analysis, Banking, Risk Management, Financial Modeling, Access, Microsoft Excel, Financial Reporting, Strategic Planning

Education
Quinlan School of Business, Loyola University Chicago   2014 — 2016
Master of Business Administration (M.B.A.), Finance, General

Macquarie University   2009 — 2009
Finance, General

Randolph-Macon College   2005 — 2009
Bachelor's of Art, Accounting; Business/Economics

Fork Union Military Academy

Fork Union Military Academy

Western Albemarle High School

Donovan Trosclair Donovan Trosclair Dallas/Fort Worth Area Details
Donovan Trosclair's Wells Fargo Financial Experience November 2005 - August 2006
Job Consumer Credit
Industry Financial Services
Experience
Nissan Motor Acceptance Corporation  April 2015 - Present
Fannie Mae  November 2013 - March 2015
Fannie Mae  October 2009 - October 2013
GMAC ResCap  February 2009 - October 2009
HSBC Auto Finance  October 2002 - November 2008
Wells Fargo Financial   November 2005 - August 2006
Ford Motor Credit Company  April 2002 - October 2002
Fairlane Credit a Div. of Ford Motor Credit   2000 - 2002
Conseco Finance Servicing Corp  July 1996 - September 2000

Skills
Mortgage Lending, Loan Servicing, Account Management, Financial Analysis, Forecasting, Credit, Commercial Lending, Mortgage Banking, Call Center, Loans, Process Improvement, Credit Analysis, Operations Management, Credit Risk, Team Leadership, Banking, Loss Mitigation, Financial Risk, Management, Business Development, Risk Management, Real Estate, Leadership, Portfolio Management, Budgets, Vendor Management, Customer Service, Change Management, Mortgage Servicing, Finance, Consumer Lending, Relationship Management, Loan Origination, Underwriting, Residential Mortgages, Financial Services, Negotiation, Mortgage Underwriting, Refinance, Loan Modifications, Credit Cards, Due Diligence, Default, FHA, Insurance, Investments, Call Centers

Education
Louisiana State University
Bachelor of Science, College of Business Administration

St John High School

St John High School

Carley Brunette Carley Brunette Greater Milwaukee Area Details
Carley Brunette's Wells Fargo Financial Experience June 2008 - October 2009
Job Program Manager at GMR Marketing
Industry Marketing and Advertising
Experience
GMR Marketing  October 2013 - Present
Minacs Marketing Solutions  July 2011 - October 2013
Minacs Marketing Solutions  June 2010 - June 2011
Minacs Marketing Solutions  October 2009 - May 2010
Wells Fargo Financial   June 2008 - October 2009

Skills
CRM, Account Management, Lead Generation, Marketing Communications, BPO, Management, Social Media Marketing, Marketing Strategy, Marketing, Market Research, Sales, Customer Retention, Program Management, Budgets, Time Management, Sales Management, Leadership, Teamwork, Finance, Business Development, Market Planning, Customer Satisfaction, Salesforce.com, Training, Analytics

Education
Marquette University   2004 — 2008
Bachelor of Science Degree in Business Administration, Marketing, Communication Studies

Marquette University   2004 — 2008
Bachelor of Science (B.S.), Marketing

Tim Hoover Tim Hoover Harrisburg, Pennsylvania Area Details
Tim Hoover's Wells Fargo Financial Experience June 2007 - June 2008
Job Owner at Manheim Buy & Sell
Industry Staffing and Recruiting
Experience
Manheim Buy & Sell   May 2015 - Present
Manpower  March 2011 - July 2014
Arcus  September 2009 - January 2010
Arcus  June 2009 - September 2009
Wells Fargo Financial   June 2007 - June 2008

Skills
Technical Recruiting, Talent Acquisition, Cold Calling, Full-cycle Recruiting, Hiring

Education
Loyola College in Maryland   2003 — 2007
Bachelor of Business Administration (BBA), Business Economics

Patrick Varnum Patrick Varnum Greater St. Louis Area Details
Patrick Varnum's Wells Fargo Financial Experience October 2006 - May 2008
Job National Retail Account Executive at AT&T Mobility
Industry Wireless
Experience
AT&T Mobility  July 2012 - Present
Regions Bank  January 2012 - July 2012
Regions Financial Corporation  May 2008 - January 2012
Wells Fargo Financial   October 2006 - May 2008

Skills
Credit, Loans, Financial Services, Time Management, Cross Selling, Consumer Lending, Telephone Skills, Retail Banking, Lines Of Credit, Financial Analysis, Strategic Financial..., Branch Management, Insurance, Mutual Funds, Loan Servicing, Fixed Annuities, Life Insurance, Credit Cards, Sales, Customer Satisfaction, Training, Customer Service, Sales Management

Education
McKendree University   2002 — 2006
Bachelors of Business Administration, Major: Business Management, Minor: Speech Communication

Nick Brunnworth Nick Brunnworth Greater St. Louis Area Details
Nick Brunnworth's Wells Fargo Financial Experience January 2007 - Present
Job Sales Development Consultant 3
Industry Financial Services
Experience
Wells Fargo Financial   January 2007 - Present
Wells Fargo Financial   1996 - 2006

Education
Lindenwood University   2001 — 2005
Master of Business Administration, Emphasis: Management Information Systems

Southeast Missouri State University - Harrison College of Business   1990 — 1994
Bachelor of Science, Business Administration - Management

Brian Bashwiner Brian Bashwiner Greater St. Louis Area Details
Brian Bashwiner's Wells Fargo Financial Experience August 2004 - Present
Job Assistant Manager at Wells Fargo Financial
Industry Financial Services
Experience
Wells Fargo Financial   August 2004 - Present

Education
Maryville University of Saint Louis   2000 — 2004

Erik Hulscher Erik Hulscher Des Moines, Iowa Area Details
Erik Hulscher's Wells Fargo Financial Experience May 1996 - February 2004
Job VP, Technology Manager – Wealth Business Intelligence
Industry Banking
Experience
Wells Fargo  July 2012 - Present
Wells Fargo  June 2011 - June 2012
Wells Fargo  July 2010 - May 2011
Wells Fargo  March 2004 - June 2010
Wells Fargo Financial   May 1996 - February 2004

Skills
Business Analysis, Visio, Data Warehousing, Business Requirements, Requirements Analysis, SDLC, Data Modeling, ETL, Business Objects, Business Intelligence, Database Design, Requirements Gathering, Data Integration, Management, Databases

Education
Loras College   1992 — 1996
BA, MIS

Harold Blackwell Harold Blackwell Columbia, South Carolina Area Details
Harold Blackwell's Wells Fargo Financial Experience January 2006 - June 2006
Job Corporate Trainer
Industry Information Technology and Services
Experience
Michael Page  April 2014 - October 2014
Wellpoint Anthem  April 2013 - January 2014
National Grid  August 2012 - March 2013
DaVita  July 2011 - February 2012
PNC  May 2009 - January 2010
Regions Financial Corporation  April 2007 - November 2007
Wells Fargo Financial   January 2006 - June 2006
DaVita Kidney Care  May 2005 - November 2005
Centers for Medicare & Medicaid Services  July 2004 - April 2005
MCI WORLDCOM  April 1998 - May 2003

Skills
Retail Banking, Investment Banking, Proprietary Software

Education
Walden University   2013 — 2015
Master of Social Work (MSW), 4.0

Limestone College   2009 — 2011
BA, Criminal Justice

University of Phoenix   2005 — 2007
AA, Business Administration

Jennifer Garcia, MBA Jennifer Garcia, MBA Greater New York City Area Details
Jennifer Garcia, MBA's Wells Fargo Financial Experience 2003 - 2007
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   August 2014 - Present
Morgan Stanley  May 2008 - July 2014
New York Life  April 2007 - May 2008
Wells Fargo Financial   2003 - 2007

Skills
Financial Analysis, Capital Markets, Corporate Finance, Equities, Finance, Financial Modeling, Fixed Income, Investments, Management, Portfolio Management, Strategic Financial..., Wealth Management

Education
Marist College   2006 — 2009
MBA, Business

Saint John's University - Peter J. Tobin College of Business   2000 — 2003
Bachelor of Science (B.S.), Finance

Nate Veldman Nate Veldman Greater Minneapolis-St. Paul Area Details
Nate Veldman's Wells Fargo Financial Experience June 2003 - February 2007
Job Business Development Manager at Wolters Kluwer
Industry Financial Services
Experience
Wolters Kluwer Financial Services  October 2011 - Present
SMW Federal Credit Union  February 2007 - June 2011
Wells Fargo Financial   June 2003 - February 2007

Skills
Staff Development, Strategic Planning, Social Media, Leadership Development, Product Marketing, Mortgage Lending, Marketing Strategy, Public Speaking, Banking, Credit, Loans, Financial Services, Management, Leadership, Account Management, Process Improvement

Education
Luther College   1999 — 2003
Bachelor, Business Management

Osseo Senior High

Craig Brouillette Craig Brouillette Greater New Orleans Area Details
Craig Brouillette's Wells Fargo Financial Experience February 2004 - June 2006
Job BM
Industry Financial Services
Experience
Nola Housing   December 2010 - Present
Southwest Funding  February 2009 - Present
Regions Bank  June 2006 - June 2008
Wells Fargo Financial   February 2004 - June 2006

Skills
USDA, Conventional, Mortgage Lending, FHA, Loans, Mortgage Banking, Credit, Referrals, Loan Origination, Refinance, Residential Mortgages, Reverse Mortgages, VA loans, REO, Investors, FHA financing, Certified Mortgage..., Finance, Investment Properties, Government Loans, Real Estate, Construction Loans

Education
Louisiana State University   1999 — 2003
Finance, Investments, Economics, Accouting

Justin Shortt, CRCM Justin Shortt, CRCM Baton Rouge, Louisiana Area Details
Justin Shortt, CRCM's Wells Fargo Financial Experience November 2004 - November 2010
Job Compliance Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo  March 2015 - Present
First National Bankers Bank  July 2011 - March 2015
Wells Fargo Home Mortgage  November 2010 - June 2011
Wells Fargo Financial   November 2004 - November 2010
Wells Fargo Financial   October 2001 - November 2004
Wells Fargo Financial   November 1998 - October 2001
Wells Fargo Financial   August 1997 - November 1998
Northrop Grumman - Johnson Space Center   May 1996 - August 1996

Skills
Mortgage Lending, Compliance, Loans, Training, Fraud, Credit, Process Improvement

Education
Louisiana State University   1992 — 1997
B.S., Finance

Louisiana State University
Bachelor of Science, Finance

Rameshnandan Karkala Rameshnandan Karkala Greater New York City Area Details
Rameshnandan Karkala's Wells Fargo Financial Experience October 2001 - September 2002
Job Senior IT Consultant
Industry Computer Software
Experience
EverBank Commercial Finance  March 2012 - Present
Group 88 Systems, Inc   October 2002 - Present
Wells Fargo Financial   October 2001 - September 2002
Compunnel Software Group  September 1995 - May 2001

Skills
ASP.NET, Microsoft SQL Server

Education
LIU Brooklyn   1993 — 1995
MS, Computer Science

Darren Spencer Darren Spencer Portland, Oregon Area Details
Darren Spencer's Wells Fargo Financial Experience June 2000 - July 2001
Job Marketing, Sales and Program Management Professional
Industry Program Development
Experience
Portland General Electric  June 2011 - Present
Portland General Electric  October 2007 - June 2011
Portland General Electric  February 2004 - October 2007
Nike  June 2001 - September 2003
Wells Fargo Financial   June 2000 - July 2001

Education
Linfield College   1996 — 2000
BS

Daniel J. Dissen Daniel J. Dissen Greater Pittsburgh Area Details
Daniel J. Dissen's Wells Fargo Financial Experience 1985 - 2007
Job Vice President Vendor Management at Solutionstar Settlement Services
Industry Financial Services
Experience
Solutionstar Settlement Services  March 2013 - Present
National Real Estate Information Services  July 2012 - March 2013
Ascension Capital Group  December 2010 - December 2011
FLAGSHIP CREDIT CORPORATION  May 2007 - August 2010
Wells Fargo Financial   1985 - 2007

Education
Marietta College   1980 — 1984
BA, Managerial Economics

Max Litzinger Max Litzinger Greater Minneapolis-St. Paul Area Details
Max Litzinger's Wells Fargo Financial Experience December 1999 - March 2006
Job Market Sales Manager
Industry Banking
Experience
Wells Fargo Merchant Services  January 2014 - Present
Wells Fargo Merchant Services  October 2010 - January 2014
Wells Fargo  October 2007 - October 2010
Wells Fargo Auto Finance  March 2006 - October 2007
Wells Fargo Financial   December 1999 - March 2006

Skills
Sales Management, Loans, Merchant Services, Sales, New Business Development, Relationship Management, Banking, Financial Analysis, Cross Selling, Underwriting, Small Business Lending, Credit Analysis, Commercial Lending, Mortgage Lending, Loan Origination, Credit Cards, Credit Risk, Portfolio Management, Commercial Banking, Treasury Management, Refinance, Banking Relationships, Commercial Mortgages, Finance, Credit, Treasury Services, Financial Risk, SBA, Cash Flow, Branch Management, Cash Flow Lending, Construction Loans, Consumer Lending, Business Relationship..., Home Equity Loans, Home Equity Lines of..., Small Business, Call Centers, Deposits, Home Equity, Private Banking, Personal Banking

Education
Mayville State University   1996 — 1999
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services

Megan Mouton Megan Mouton Greater New Orleans Area Details
Megan Mouton's Wells Fargo Financial Experience October 2006 - March 2007
Job Owner at Clue Carré: New Orleans' First Live Escape Game
Industry Hospitality
Experience
Clue Carré: New Orleans' First Live Escape Game   January 2015 - Present
Event Rental  April 2010 - January 2015
Gulf Coast Tent Rentals   February 2009 - May 2010
Prudential Gardner Realtors  May 2007 - April 2010
Universal Dance Association  May 2001 - February 2009
Wells Fargo Financial   October 2006 - March 2007
Baton Rouge Ballet Theatre   September 2003 - May 2006

Skills
Event Planning, Sales, Advertising, Hospitality, Strategic Planning, New Business Development, Meeting Planning, Entertainment, Training, Negotiation, Event Management, Marketing, Public Speaking, Public Relations, Customer Service, Budgets, Team Building, Leadership, Social Media, Customer Satisfaction, Marketing Strategy, Social Media Marketing, Social Networking, Management, Press Releases, Corporate Events, Sales Management, Trade Shows, Facebook, Marketing Communications, Business Development

Education
Louisiana State University   2001 — 2006
B.A., Mass Communications, Public Relations

Ashley Keefe Ashley Keefe Greater Milwaukee Area Details
Ashley Keefe's Wells Fargo Financial Experience December 2006 - March 2008
Job Digital Analyst at Reader's Digest
Industry Publishing
Experience
Reader's Digest  September 2011 - Present
Reader's Digest  July 2009 - September 2011
Wells Fargo Insurance, Inc  March 2008 - July 2009
Wells Fargo Financial   December 2006 - March 2008
Russell Investment Group  August 2006 - December 2006

Skills
Integrated Marketing, Marketing, Email Marketing, Web Analytics, Google Analytics, Omniture, Digital Marketing, Direct Marketing, Direct Mail, Market Planning, Management, Digital Strategy, Mobile Marketing, SEM, Media Planning, Interactive Marketing, Online Advertising, Analytics, Online Marketing, Marketing Strategy, Content Strategy

Education
Marquette University   2003 — 2007
B.S., Finance, Marketing

Tom Katzfey Tom Katzfey Greater Atlanta Area Details
Tom Katzfey's Wells Fargo Financial Experience August 2009 - August 2010
Job Student at Life University
Industry Medical Practice
Experience
Life University  September 2011 - Present
Wells Fargo Financial   August 2009 - August 2010
AmCOMP  May 2007 - August 2007
Wick's Wood Floors   May 2006 - August 2006

Education
St. Norbert College   2005 — 2009
Business Administration

Life University
Biology

Cole Zalaznik Cole Zalaznik Chicago, Illinois Details
Cole Zalaznik's Wells Fargo Financial Experience December 2006 - February 2008
Job Vice PresidentBroker at Worldwide Facilities, Inc.
Industry Insurance
Experience
Worldwide Facilities, Inc.   April 2012 - Present
Crump Insurance  March 2008 - April 2012
Wells Fargo Financial   December 2006 - February 2008
Shey Systems   2005 - 2006

Skills
Property & Casualty..., Legal Liability, Underwriting, Commercial Insurance, Insurance, Casualty, Liability, Leadership, Commercial Lines, Brokers

Education
Loras College   2001 — 2005
B.A., Marketing

Hempstead High School

Andrew Teach Andrew Teach Buffalo, New York Details
Andrew Teach's Wells Fargo Financial Experience August 2004 - September 2005
Job Sr. Financial Analyst at Delaware North Companies
Industry Hospitality
Experience
Delaware North Companies  April 2014 - Present
Algeco Scotsman  May 2011 - March 2013
UniStar Nuclear Energy  January 2007 - May 2011
Thomson Prometric  September 2005 - October 2006
Wells Fargo Financial   August 2004 - September 2005

Skills
Financial Modeling, Financial Analysis, Financial Reporting, Corporate Finance, Accounting, Budgets, Strategic Financial..., Process Improvement, Forecasting, Internal Controls, SAP, Hyperion Enterprise, Project Management, Microsoft Excel, Strategic Planning, Business Analysis, Analysis, Finance, Financial Planning

Education
Loyola University Maryland   2000 — 2004
BBA, Finance

Loyola University Maryland   2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General

George Marzano George Marzano Baltimore, Maryland Area Details
George Marzano's Wells Fargo Financial Experience 2001 - 2002
Job Equity Trader at T Rowe Price
Industry Financial Services
Experience
T. Rowe Price  April 2002 - Present
T. Rowe Price  April 2002 - November 2005
Wells Fargo Financial   2001 - 2002

Education
Loyola University Maryland   2003 — 2005
Masters, Finance

Towson University   1997 — 2001
Bachelors, Finance

Washington Twp High School   1994 — 1997

Chase McCool Chase McCool Urbandale, Iowa Details
Chase McCool's Wells Fargo Financial Experience January 2012 - October 2012
Job Staff Attorney at Continental Western Group (a W. R. Berkley Company)
Industry Legal Services
Experience
Continental Western Group (a W. R. Berkley Company)   December 2013 - Present
Scheldrup Blades  October 2012 - December 2013
Wells Fargo Financial   January 2012 - October 2012
Wells Fargo Home Mortgage  September 2011 - January 2012

Skills
Legal Writing, Legal Research, Teamwork, Personal Injury, Higher Education, Problem Solving, Contract Negotiation, Courts, Criminal Law, Microsoft Office, Westlaw, Civil Litigation, Family Law, Policy, Public Speaking, Litigation

Education
University of Iowa - Henry B. Tippie College of Business   2014 — 2019
Master of Business Administration for Professionals and Managers (MBA-PM) Candidate

Liberty University School of Law   2008 — 2011
Doctor of Law (J.D.)

Liberty University   2004 — 2008
Bachelor of Science (B.S.), Political Science

Des Moines Christian High School   2000 — 2004

Kevin Foreman Kevin Foreman Greater Seattle Area Details
Kevin Foreman's Wells Fargo Financial Experience January 2008 - July 2008
Job Cash Operations Analyst
Industry Aviation & Aerospace
Experience
Boeing Commercial Airplanes  September 2011 - Present
Wells Fargo Financial   January 2008 - July 2008

Skills
Forecasting, Process Improvement, Risk Management, Cross-functional Team..., Financial Analysis, Presentations, Sports Coaching, Community Outreach, Public Relations

Education
Seattle University   2008 — 2010
Master's degree, Finance, General

Linfield College   2001 — 2005
BS, Business Management

Christine Zichichi Christine Zichichi Greater New Orleans Area Details
Christine Zichichi's Wells Fargo Financial Experience 2006 - 2009
Job Owner/Partner at Olympus Insurance Agency LLC
Industry Insurance
Experience
Olympus Insurance Agency LLC   September 2013 - Present
State Farm Insurance  April 2009 - September 2013
Wells Fargo Financial   2006 - 2009

Skills
Mortgage Lending, Credit, Training, Sales, Banking, Insurance, Sales Management, Life Insurance, Leadership, Account Management, Loans, Finance, Sales Operations, Management, Portfolio Management, Property & Casualty...

Education
Louisiana State University   1999 — 2003
Bachelor of Science, Business Marketing

James Bodie James Bodie Greater New York City Area Details
James Bodie's Wells Fargo Financial Experience October 2009 - September 2013
Job Relationship Manager Payroll Finance
Industry Financial Services
Experience
Sterling National Bank  October 2013 - Present
Wells Fargo Financial   October 2009 - September 2013
CIT  November 1999 - October 2009
MH & Company CPA Firm   1997 - 2000
USA Network  March 1995 - September 1997

Skills
Asset Based Lending, Cash Flow Lending, Credit Analysis, Factoring, Commercial Lending, Commercial Finance, Credit, Underwriting, Commercial Banking, Financial Analysis, Corporate Finance, Portfolio Management, Cash Flow, Credit Risk, Credit Insurance

Education
Pace University - Lubin School of Business   1998 — 2002
MBA, Accounting

LIU Post   1987 — 1993
BS, Accounting

Brian Skelton Brian Skelton Baton Rouge, Louisiana Area Details
Brian Skelton's Wells Fargo Financial Experience August 2004 - December 2009
Job Commercial Banker at Whitney Bank
Industry Banking
Experience
Whitney Bank  May 2013 - Present
Whitney Bank  October 2011 - May 2013
Whitney Bank  January 2010 - October 2011
Wells Fargo Financial   August 2004 - December 2009
Aflac  August 2003 - August 2004
US Navy  January 1994 - February 1998

Skills
MBA, Financial Analysis, Customer Relations, Loans, Credit Analysis, Credit, Commercial Lending, Commercial Banking, Consumer Lending, Banking, Small Business Lending, Relationship Management, Portfolio Management, Lines Of Credit, Finance, Investment Properties, Underwriting, Mortgage Lending, CRM, Sales Management, Customer Service, Loan Origination, Treasury Management, Retail Banking, Risk Management

Education
Louisiana State University   2009 — 2011
MBA, Business

Louisiana State University   1999 — 2003
BS, Marketing

Luke Poggi Luke Poggi Baltimore, Maryland Details
Luke Poggi's Wells Fargo Financial Experience June 2008 - March 2010
Job Regional Sales Manager at Campbell & Company
Industry Financial Services
Experience
Campbell & Company  December 2011 - Present
Wells Fargo Financial   June 2008 - March 2010
Brown Advisory  January 2007 - March 2007
Brown Advisory  June 2005 - July 2005

Skills
Wealth Management

Education
Loyola University Maryland   2006 — 2009
BBA, Marketing

Lindsey Draeger Lindsey Draeger Greater Milwaukee Area Details
Lindsey Draeger's Wells Fargo Financial Experience June 2007 - February 2010
Job Campus Recruiter at Deloitte
Industry Public Relations and Communications
Experience
Deloitte Services LP  August 2010 - Present
Wells Fargo Financial   June 2007 - February 2010

Skills
Recruiting, Sales, Time Management, Finance, Credit

Education
Marquette University   2003 — 2007
Bachelor of Arts, Public Relations, Marketing

David Smiley David Smiley Richmond, Virginia Area Details
David Smiley's Wells Fargo Financial Experience April 2008 - October 2010
Job Mortgage Loan Originator at Live Well Financial
Industry Financial Services
Experience
Live Well Financial  August 2014 - Present
Wells Fargo Bank  August 2010 - December 2011
Wells Fargo Financial   April 2008 - October 2010
Wells Fargo Financial   January 2008 - April 2008
Wells Fargo Financial   July 2006 - January 2008
MIH Promotions   November 2005 - July 2006
Dollar General  June 2004 - December 2005

Skills
Sales, Loans, Financial Analysis, Consumer Lending, Microsoft Office, Banking, Microsoft Excel, Process Improvement, Account Management, Risk Management, Marketing, Mortgage Lending, Sales Management, Training, Leadership, New Business Development, Cold Calling, Customer Service

Education
Longwood University   2000 — 2004
Business, Marketing Management

Josh Lowry, CIC Josh Lowry, CIC Boise, Idaho Area Details
Josh Lowry, CIC's Wells Fargo Financial Experience March 1999 - September 2010
Job Managing Sr. Sales Executive, Travelers Insurance
Industry Financial Services
Experience
Travelers  February 2012 - Present
Wells Fargo Home Mortgage  December 2010 - February 2012
Wells Fargo Financial   March 1999 - September 2010

Skills
Mortgage, Mortgage Lending, Loans, Banking, Customer Relations, Credit Analysis, Management Consulting, Sales Management, Direct Sales, Sales Process, Sales Operations, Insurance, Relationship Management, Consumer Lending, Cross Selling, Loan Origination, Finance, Mortgage Banking, New Business Development, Team Building, Cold Calling, Coaching, Training, Strategic Planning, Sales

Education
Mayville State University   1996 — 1999
Batchelor of Science, Business Administration and Management, General

Fouziah Asmatey Fouziah Asmatey Greater Los Angeles Area Details
Fouziah Asmatey's Wells Fargo Financial Experience July 2010 - May 2011
Job Branch Manager at Chase
Industry Banking
Experience
Chase  March 2011 - Present
Wells Fargo Financial   July 2010 - May 2011
Wachovia / World Savings Bank   August 1997 - July 2009
Wachova Bank   August 2005 - July 2007
World Savings Bank District   January 2005 - April 2007
World Savings  2005 - 2007
World Savings Bank  May 2004 - January 2005
World Savings Bank  June 2001 - April 2004
Granada and Northridge Stores   August 1997 - May 2001

Skills
Leadership, Mortgage Lending, Credit, Budgets, Team Management, Risk Management, Consumer Lending, Commercial Lending, Small Business Lending, Relationship Management

Education
Bryman College Medical
Medical Billing

Los Angeles City College
Genral Education

Bill Gandolfo Bill Gandolfo Greater St. Louis Area Details
Bill Gandolfo's Wells Fargo Financial Experience November 1995 - November 2009
Job Mortgage Backed Securities Trader Wells Fargo
Industry Banking
Experience
Wells Fargo  October 2010 - Present
Wells Fargo  November 2009 - October 2010
Wells Fargo Financial   November 1995 - November 2009

Skills
Mortgage Lending, Loans, Credit, Refinance, Loan Origination, Banking, Underwriting, Credit Analysis, FHA, Consumer Lending, Commercial Lending, Relationship Management, Mortgage Banking, Capital Markets, Insurance, Commercial Banking, Small Business Lending, Risk Management, Finance, FHA financing, Management

Education
Lindenwood University   2000 — 2002
MBA, Marketing, Management, Advertising, Accounting, Finance

University of Missouri-Columbia   1990 — 1994
Finance, Accounting, Marketing, Management

Scott Blakewood Scott Blakewood Lafayette, Louisiana Area Details
Scott Blakewood's Wells Fargo Financial Experience August 2003 - January 2009
Job Health Systems Executive at Ortho Clinical Diagnostics
Industry Medical Devices
Experience
Ortho Clinical Diagnostics  January 2015 - Present
Ortho Clinical Diagnostics  January 2012 - December 2014
Ortho Clinical Diagnostics  January 2011 - January 2012
Polymedco Inc  February 2009 - December 2010
Wells Fargo Financial   August 2003 - January 2009

Skills
Capital Equipment, Hospitals, Leadership, Medical Devices, New Business Development, Sales, Sales Management, Sales Operations, Sales Process, Selling

Education
Louisiana State University
B.A, General Studies

Hakim Jefferson Hakim Jefferson Greater Philadelphia Area Details
Hakim Jefferson's Wells Fargo Financial Experience December 2005 - June 2006
Job Relationship Manager at A division of PNC Bank
Industry Automotive
Experience
A division of PNC Bank  February 2010 - Present
Chrysler Financial  August 2007 - February 2010
DaimlerChrysler Financial Services  July 2006 - August 2007
Wells Fargo Financial   December 2005 - June 2006
Home123  May 2005 - December 2005
Upland Mortgage  August 2004 - May 2005

Education
Lincoln University

Paul M. Kircher Paul M. Kircher Greater St. Louis Area Details
Paul M. Kircher's Wells Fargo Financial Experience January 2004 - March 2011
Job Senior Account Executive, TMobile@Work
Industry Telecommunications
Experience
T-Mobile  September 2013 - Present
T-Mobile  May 2011 - Present
T-Mobile  May 2011 - Present
T-Mobile  May 2011 - Present
Wells Fargo Financial   January 2004 - March 2011
Wells Fargo Financial   2007 - 2009
Wells Fargo Financial   2006 - 2007
Wells Fargo Financial   2004 - 2006

Skills
B2B, Sales, Cold Calling, Value Selling, Account Management, Sales Process, Customer Retention, Presentations, Strategic Account Growth, New Account Growth, Sales Management, Customer Service, Customer Satisfaction, Finance, Mortgage Lending, Direct Sales, Loans, Credit, Building Relationships, Wireless, Banking

Education
Missouri State University   2001 — 2004
B.S., Socio-Political Communications

Lindenwood University   2000 — 2001
Undergraduate

Scott McGuire Scott McGuire Dubuque, Iowa Area Details
Scott McGuire's Wells Fargo Financial Experience June 2006 - August 2010
Job Second Vice President, Commercial Lending at American Trust & Savings Bank
Industry Banking
Experience
American Trust & Savings Bank  February 2015 - Present
Kunkel & Associates, Inc.   February 2014 - February 2015
US Bank Home Mortgage  September 2010 - February 2014
Wells Fargo Financial   June 2006 - August 2010

Skills
Sales, Credit, Commercial Lending, Sales Management, Banking, Mortgage Lending, Budgets, Financial Analysis, Customer Service, Loans, Underwriting, Consumer Lending, Management, Leadership, Marketing, Property & Casualty..., Insurance, Microsoft Office

Education
Loras College   2001 — 2005
Business, Sports Management

Bishop Garrigan   1998 — 2001

Jennifer Mitchell, CRCM Jennifer Mitchell, CRCM North Billerica, Massachusetts Details
Jennifer Mitchell, CRCM's Wells Fargo Financial Experience November 1995 - March 2001
Job Compliance and Operational Risk Consultant at Wells Fargo Education Financial Services
Industry Financial Services
Experience
Wells Fargo Education Financial Services  September 2014 - Present
Wells Fargo Home Mortgage  October 2012 - Present
Wells Fargo  March 2001 - October 2012
Wells Fargo Financial   November 1995 - March 2001

Skills
Leadership, Fundraising, Management, Sales Management, Sales, Underwriting, Loans

Education
Marietta College   1992 — 1996
Bachelors, Management

barry fisher barry fisher Shreveport, Louisiana Area Details
barry fisher's Wells Fargo Financial Experience 1988 - December 1997
Job president at amcorp appraisal management
Industry Real Estate
Experience
Amcorp Appraisal Management   January 2008 - Present
Team National  January 2008 - Present
Conseco Financial  1997 - December 2000
Wells Fargo Financial   1988 - December 1997

Education
Louisiana State University   1983 — 1988
BS, FINANCE

Narcissus Crump Narcissus Crump Des Moines, Iowa Area Details
Narcissus Crump's Wells Fargo Financial Experience June 2009 - March 2012
Job Mortgage Professional
Industry Banking
Experience
US Bank Home Mortgages  September 2014 - Present
Wintrust Mortgage  May 2013 - July 2013
Wells Fargo Financial   June 2009 - March 2012
Mortgage Lenders Network  January 2005 - January 2007
Argent mortgage  November 2003 - October 2004

Skills
Loans, Mortgage Lending, Credit Analysis, Mortgage Banking, FHA, Mortgage Underwriting, FHA financing, Refinance, Residential Mortgages, VA loans, Commercial Lending, Mortgage Servicing, Underwriting, Loan Servicing, Government Loans, Home Equity Lines of..., Home Equity Loans, Non-Conforming, Investment Properties, Financial Analysis, Mortgage Marketing, Credit, USDA, Banking, Loan Origination, VA Loans

Education
Loyola University Chicago

Ryan Drengler Ryan Drengler Stevens Point, Wisconsin Details
Ryan Drengler's Wells Fargo Financial Experience May 2007 - August 2008
Job Criminal Defense Attorney
Industry Law Practice
Experience
WI State Public Defender   October 2012 - Present
Marquette University  August 2009 - August 2012
WI State Public Defender   May 2011 - July 2012
Assurant Health  May 2010 - October 2010
Wells Fargo Financial   May 2007 - August 2008
Northwestern Mutual  February 2007 - May 2007

Skills
Legal Writing, Public Speaking, Legal Research, Strategic Financial..., Negotiation, Customer Service, Editing, Criminal Law, Project Coordination, Creative Writing, Mediation, PowerPoint, Litigation, Research, Investments, Trials, Legal Issues, Courts, Criminal Defense

Education
Marquette University Law School   2009 — 2012
Law, Law

University of Wisconsin-Madison   2003 — 2007
Consumer Science, Financial Planning

Megan Kyzer Megan Kyzer Houston, Texas Details
Megan Kyzer's Wells Fargo Financial Experience February 2009 - April 2010
Job Private Bank Treasury Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo  October 2014 - Present
Wells Fargo Bank  April 2011 - October 2014
Wells Fargo Home Mortgage  April 2010 - April 2011
Wells Fargo Financial   February 2009 - April 2010

Skills
Analysis, Credit, CRM, Portfolio Management, Banking, Risk Management, Financial Risk, Treasury Management, Commercial Banking, Financial Analysis, Loans, Relationship Management, Credit Analysis

Education
Louisiana State University   2004 — 2008
Finance, Finance/ Internal Audit

Brenda Larkin Brenda Larkin Orange County, California Area Details
Brenda Larkin's Wells Fargo Financial Experience December 2001 - August 2010
Job Adminstrative Assistant at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage  August 2010 - Present
Wells Fargo Home Mortgage  August 2010 - Present
Wells Fargo Financial   December 2001 - August 2010
Wells Fargo Financial   December 2001 - August 2010
CH2M HILL  April 2000 - January 2010
CH2M HILL  January 1980 - December 2001
CH2M HILL  January 1995 - January 2000
CH2M HILL INC  January 1992 - January 1995
CH2M HILL INC  January 1980 - January 1992

Skills
Excel, PowerPoint, Word, Microsoft Word, Microsoft Excel, Outlook, Event Planning, Management, Leadership, Training, Software Documentation, Budgets, Recruiting, Banking, Human Resources, Sales, Marketing, Team Building

Education
CASH MANAGEMENT

Linn-Benton Community College
Accounting Associates

Jason Lage Jason Lage Des Moines, Iowa Area Details
Jason Lage's Wells Fargo Financial Experience 2005 - 2010
Job VP/LAM Home Preservation Wells Fargo
Industry Financial Services
Experience
Wells Fargo  July 2011 - Present
Wells Fargo Home Equity  October 2010 - July 2011
Wells Fargo Financial   2005 - 2010
Wells Fargo  2000 - 2005
Wells Fargo Financial   1998 - 2000

Skills
Consumer Lending, Loan Origination, Mortgage Lending, Credit, Investments, Refinance, Mortgage Banking, Credit Analysis, Lines Of Credit, FHA, Banking, Hiring, Sales Management, Home Equity, Customer Relations, Recruiting, Credit Cards, Insurance, Customer Service, Loss Mitigation, Team Building, Business Development, Strategic Planning, Coaching, Training, Business Process..., Collections, Home Preservation

Education
Luther College   1994 — 1998
Management, Business and Communications

Robert Coon Robert Coon Greater St. Louis Area Details
Robert Coon's Wells Fargo Financial Experience August 2000 - September 2012
Job Area Manager at Car Financial Services
Industry Financial Services
Experience
Car Financial Services  July 2013 - Present
CAR Financial Services  January 2011 - June 2013
Wells Fargo Financial   August 2000 - September 2012

Skills
Residential Mortgages, Consumer Lending, Mortgage Lending, USDA, FHA, Mortgage Banking, Refinance, Loans, Sales Management, Banking, Credit Analysis, VA loans, Credit, FHA financing, Loan Origination

Education
McKendree University   1996 — 2000

Morgan Shaw Morgan Shaw Greater Philadelphia Area Details
Morgan Shaw's Wells Fargo Financial Experience October 2005 - May 2006
Job Dealer Rebates at FLAGSHIP CREDIT CORPORATION
Industry Financial Services
Experience
Flagship Credit Corporation  January 2010 - October 2010
Flagship Credit Corporation  August 2007 - December 2009
Wells Fargo Auto Finance  September 2006 - August 2007
Wells Fargo Auto Finance  May 2006 - September 2006
Wells Fargo Financial   October 2005 - May 2006

Education
Lincoln University   2005 — 2010
Master of Science (MS), Finance, General

Lincoln University   2001 — 2005
Bachelor of Arts, Political Science, Cum Laude

Raycia Evans Raycia Evans Greensboro/Winston-Salem, North Carolina Area Details
Raycia Evans's Wells Fargo Financial Experience 2001 - 2002
Job Testing Coordinator at Guilford County Schools
Industry Education Management
Experience
Guilford County Schools  November 2007 - Present
Guilford County School  July 2005 - November 2007
Regions Bank  2002 - 2005
Wells Fargo Financial   2001 - 2002

Education
Strayer University   2006 — 2010
MBA, Management

McKendree University   1997 — 2001
BBA, Marketing

Tobias Gray Tobias Gray Toronto, Canada Area Details
Tobias Gray's Wells Fargo Financial Experience 2001 - 2006
Job HP Enterprise Group PreSales Specialist at CDW
Industry Computer Networking
Experience
CDW  April 2009 - Present
Cdw Canada  September 2008 - August 2011
Hewlett-Packard  September 2006 - August 2009
Wells Fargo Financial   2001 - 2006

Skills
Solution Selling, HP, Account Management, Cloud Computing, Virtualization, Sales Process, Cold Calling, VMware, Channel, Storage, Direct Sales, Data Center, Networking, Pre-sales, Storage Virtualization, Storage Solutions, SAN, Software Industry, Network Architecture, Servers, Enterprise Storage, Enterprise Software, Channel Partners

Education
Lycoming College   1996 — 2000
BA, Criminal Justice

Williamsport High School   1994 — 1995

Donald Mellay Donald Mellay Greater Pittsburgh Area Details
Donald Mellay's Wells Fargo Financial Experience June 2009 - July 2010
Job Branch Manager at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage  March 2013 - Present
PNC Bank  August 2011 - May 2013
Wells Fargo Bank  July 2010 - August 2011
Wells Fargo Financial   June 2009 - July 2010
Wells Fargo Home Mortgage  October 2005 - June 2009
Wells Fargo Financial   March 2002 - October 2005

Skills
Consumer Lending, Small Business Lending, Mortgage Banking, Loan Origination, Loans, Mortgage Lending, Refinance, FHA, Branch Management, Credit, Credit Analysis, Lines Of Credit, Banking, Underwriting, Residential Mortgages

Education
Marist College   1996 — 2000
BS, Business Administration

Severin Sorel Severin Sorel Charlotte, North Carolina Details
Severin Sorel's Wells Fargo Financial Experience March 2010 - Present
Job Senior Operations Analyst
Industry Financial Services
Experience
Wells Fargo Financial   March 2010 - Present
Wells Fargo  March 2010 - Present
Credit Suisse  October 2008 - November 2009
Credit Suisse  2005 - 2009
Morgan Stanley  December 2004 - August 2005

Education
Manhattanville College   2001 — 2004
Bachelor's degree, Economics

Manhattanville College
Bachelor of Arts, Economics

Olga Mendoza, Olga Mendoza, Los Angeles, California Details
Olga Mendoza,'s Wells Fargo Financial Experience July 1996 - June 2010
Job Notary
Industry Marketing and Advertising
Experience
Fearless Fly  August 2012 - Present
Transferes   February 2012 - June 2012
Wells Fargo Financial   July 1996 - June 2010

Skills
Advertising, Customer Service, Leadership, Management, Marketing, Marketing Strategy, Microsoft Excel, Public Relations, Sales

Education
Los Angeles City College   1988 — 1990

Rachel Wilhelm Rachel Wilhelm Mandeville, Louisiana Details
Rachel Wilhelm's Wells Fargo Financial Experience July 1999 - September 2010
Job Business Development Officer at Fidelity Homestead Savings Bank
Industry Banking
Experience
Fidelity Homestead Savings Bank  September 2010 - Present
Wells Fargo Financial   July 1999 - September 2010

Skills
Banking, Small Business Lending, Commercial Banking, Credit, Commercial Lending, Loans, Credit Analysis

Education
Loyola University New Orleans   1995 — 1999
Marketing/Marketing Management, General

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