Wells Fargo Financial
Wells Fargo Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Law Offices of Benjamin C. Graves December 2014 - Present
Saltzman & Johnson April 2014 - November 2014
Ragghianti Freitas LLP February 2010 - April 2014
Hammerman and Hultgren, P.C. October 2006 - November 2009
Thomson Reuters November 2003 - April 2006
Wells Fargo Financial March 2000 - January 2003
Skills
Legal Writing, Filing, Pleadings, Litigation, Legal Research, Westlaw, Civil Litigation, Outlook, Courts, Corporate Law, Real Estate, Arbitration, Mediation, Wit, Commercial Litigation, Trials, Legal Assistance
Education
University of Pittsburgh 1995 — 1999
Bachelor of Arts, Sociology
Phoenix College 2006 — 2008
Paralegal Certificate, Paralegal
Park City High School 1992 — 1995
Wearables.com December 2013 - Present
BuildASign.com June 2012 - June 2014
BuildASign.com May 2011 - May 2012
UT Law - Course: Business, Law, & Innovation - Prof. Adam Dell November 2010 - May 2012
Texas Venture Labs August 2010 - January 2012
3 Day Startup 2011 - 2012
Wells Fargo Financial October 2008 - July 2009
Hollister Co. March 2008 - July 2008
Skills
Start-ups, Social Media, E-commerce, Entrepreneurship, Venture Capital, Strategy, Competitive Analysis, Business Development, Project Management, Management, Marketing, Analysis, Business Strategy, Business Planning, Marketing Strategy, Product Management, Sales, Leadership, Social Media Marketing, Strategic Planning, Strategic Partnerships, Online Advertising, Online Marketing, Advertising, Media Relations, Marketing Communications
Education
The University of Texas School of Law 2009 — 2012
Juris Doctorate
Pepperdine University 2003 — 2007
BS, International Business
Cathedral High School 1999 — 2003
HS
Buckmeyer Credit Restoration Services Loan Originator/ Loan Mitigation SpecialistWells FargoMay 2005 - July 2009
Wells Fargo Financial February 2003 - May 2005
Education
Portland State University - School of Business 1997 — 2000
Real Estate, Real Estate
Lockton Companies June 2007 - Present
Wells Fargo Financial November 2006 - April 2007
Lockton Companies June 2006 - August 2006
Education
University of Pennsylvania - The Wharton School 2011 — 2013
CEBS Certification
Webster University 2008 — 2010
M.B.A.
Quincy University 2003 — 2007
B.S., Finance
TIAA-CREF July 2014 - Present
Wells Fargo Financial August 2011 - July 2014
LPL Financial September 2008 - March 2010
E*TRADE Financial April 2007 - July 2008
E*TRADE Financial March 2006 - June 2008
E*TRADE Financial June 2006 - April 2007
AXA Equitable June 2002 - March 2006
Skills
Series 7, Series 63, Equities, Financial Services, Trading Systems, Call Centers, Securities, Trading, Management, FINRA, Investments, Asset Allocation, Mutual Funds, Customer Service, Banking, Wealth Management, Retirement Planning
Education
University of North Carolina at Charlotte - Belk College of Business 2001 — 2005
BA, Business Administration
Pfeiffer University
Master's Degree, Financial Fraud Investigations
McCay Wealth Advisory October 2011 - Present
Edward Jones November 2006 - October 2011
Wells Fargo Financial June 2006 - October 2006
Pepperdine University August 2002 - May 2006
Ubiquitous Media Group (Hitachi) May 2004 - August 2004
RamiusUsa Inc April 1997 - June 2004
Education
Pepperdine University 2002 — 2006
Business Administration, Business
JPMorgan Chase August 2011 - Present
Old National Bank (formerly Charter One Bank / RBS Citizens) October 2006 - August 2011
Old National Bank (formerly Charter One Bank / RBS Citizens) May 2005 - October 2006
Old National Bank (formerly Charter One Bank / RBS Citizens) May 2004 - May 2005
Wells Fargo Financial May 2003 - May 2004
Skills
Loans, Credit, Consumer Lending, Mortgage Lending, Commercial Lending, Banking, Small Business Lending, Cross Selling, Management, Sales, Credit Analysis, Lines Of Credit, Commercial Banking, Risk Management, Portfolio Management, Branch Management, Branch Banking, New Business Development, Relationship Management, Retail Banking, Leadership, Finance, Cash Management
Education
Purdue University 1999 — 2003
Bachelor of Science (B.S.), Management, Management Information Systems (minor)
Villanova University 2014 — 2014
Master Certificate in Applied Project Management
Genesis Financial Solutions July 2014 - Present
Genesis Financial Solutions December 2012 - Present
Wells Fargo Financial January 2009 - December 2012
Wells Fargo July 2007 - April 2008
Portland Public Schools September 2004 - August 2005
Molalla River School District September 2002 - June 2004
Skills
Special Education, Teaching, Middle School Teaching, Retail Banking, Private Banking, Banking, Credit, Credit Analysis, Finance, Management, Portfolio Management, Financial Services, Customer Service, Business Analysis, Project Management, Vendor Management
Education
Portland State University
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Portland State University
Master of Science (M.S.), Special Education and Teaching
STATE OF IOWA - Executive Branch December 2014 - Present
Wells Fargo Advisors January 2014 - December 2014
Principal Financial Group December 2012 - July 2013
Nationwide Insurance January 2012 - December 2012
Pioneer Hi-Bred International Inc August 2011 - December 2011
Wells Fargo Financial July 2008 - July 2011
Skills
My number one skill is..., Microsoft Office, Insurance, Customer Service, Outlook, Microsoft Word, Recruiting, Coaching, Employee Relations, Account Management, Human Resources, Property & Casualty..., Risk Management, Banking
Education
Wilkes University 1984 — 1995
BA, Economics
Lackawanna College 1983 — 1987
Associate, Banking and Finance
Penn State University 1981 — 1983
Associate, Accounting and Marketing of Business
Lizard Investors LLC June 2014 - Present
Elance July 2013 - May 2014
LIFT Somerville September 2011 - May 2012
El Trovador Hostel and Organic Finca (Help Exchange) May 2010 - August 2010
Wells Fargo Financial May 2009 - August 2009
Skills
Community Outreach, Creative Writing, Academic Writing, Intercultural..., Facebook, Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, Teaching, English, Spanish, Brazilian Portuguese, Advocacy, Writing, Research, Loan Processing, Twitter, Google Analytics, Freelance Writing, Copy Editing, Blogging
Education
Tufts University 2009 — 2013
Bachelor of Arts (BA), International Literary and Visual Studies
PUC-Rio 2011 — 2012
DeRoyal April 2015 - Present
ADP October 2009 - March 2015
Wells Fargo Financial June 2006 - February 2008
Coca-Cola Enterprises October 2003 - December 2004
Notre Dame University June 2004 - August 2004
Skills
Leadership, New Business Development, Sales, Sales Operations, Recruiting, B2B, Market Research, Time Management, Cold Calling, Account Management, Salesforce.com, Sales Presentations, Sales Management, Sales Process, Negotiation, Team Building, Customer Service
Education
Purdue University - Krannert School of Management 2001 — 2006
BS, Management and Finance
Purdue University 2008 — 2009
BS, Accounting
Queensland University of Technology 2005 — 2005
Bachelor of Science (BS), Finance
Premier, Inc July 2015 - Present
Premier Healthcare Alliance April 2013 - July 2015
Premier Healthcare Alliance March 2009 - April 2013
Sparkroom June 2008 - December 2008
LendingTree May 2005 - 2008
Wells Fargo Financial 2003 - 2005
Skills
Product Development, Product Management, Project Management, Business Development, Relationship Management, Analytics, Strategic Sourcing, Contract Negotiation, Staff Development, Supply Chain Management, Program Management, Account Management, Sales Management, New Business Development, Management, Negotiation, Sourcing, Sales, E-commerce, Process Improvement, Cross-functional Team..., Financial Analysis, Vendor Management, Strategy
Education
Queens University of Charlotte 2011 — 2013
Master, Business Administration, Executive MBA Program - McColl Graduate School of Business
Purdue University 1998 — 2003
Bachelor of Science
American Lenders Annex September 2014 - Present
Hensley & Company October 2012 - September 2014
Wyndham Vacation Ownership January 2010 - September 2014
Wells Fargo Financial March 2008 - January 2010
Skills
Mortgage Lending, Loans, Customer Service, Banking, Finance, Credit, Sales, Management, Microsoft Office, Financial Analysis, First Time Home Buyers
Education
Portland State University
Portland Community College
U.S. Bank July 2014 - Present
U.S. Bank April 2013 - July 2014
Pacific NW Federal Credit Union November 2011 - April 2013
Wells Fargo Financial March 2007 - January 2010
Skills
Banking, Credit, Loans, Cash Management, Strategic Planning, Leadership, Financial Risk, Team Building, Finance, Commercial Banking, Analysis, Financial Services, Treasury Management, Lines Of Credit
Education
Portland State University - School of Business 2004 — 2007
Bachelor of Science, Finance
Saint Mary's College of California 2002 — 2004
Business Administration, Finance
MarketAxess September 2009 - Present
Wells Fargo Financial January 2009 - August 2009
Skills
Credit, Financial Analysis, Fixed Income, Trading, Series 7, Portfolio Management, Bonds
Education
Penn State University 2005 — 2008
Bachelor's Degree, Management, Finance
The Purple Pig October 2014 - Present
Siena Tavern May 2014 - October 2014
Waterhouse Tavern and Grille March 2010 - August 2014
State Farm Insurance January 2010 - June 2011
Wells Fargo Financial August 2007 - October 2009
Some Guys Pizza Pasta Grill September 2001 - August 2007
Primerica Financial Services April 2006 - August 2006
Skills
Operations Management, Leadership, Financial Analysis, Microsoft Office, Management, Marketing, Sales, Credit, Team Building, Analysis, Finance, Customer Service, Social Networking, Strategy
Education
Purdue University 2003 — 2007
Bachelor of Science, Financial Planning and Counseling
3Rivers October 2009 - Present
122nd Fighter Wing June 2003 - Present
Wells Fargo Financial June 2008 - April 2009
Skills
Banking, Loans, Management, Consumer Lending
Education
Purdue University 2004 — 2008
Bachelor of Science, Organizational Leadership Supervision
Hockey Players Club, LLC September 2014 - Present
Quest Hockey Performance Company September 2011 - Present
Wells Fargo Financial September 2009 - January 2010
Skills
Finance, Entrepreneurship, Financial Modeling, Venture Capital, Start-ups, Marketing, Public Speaking, Marketing Strategy, Strategic Planning, Financial Analysis, Leadership, Customer Service, Social Media, Microsoft Office, Sales
Education
Penn State University 2005 — 2009
Bachelor of Science (BS), Finance, 3.88
Peters Township 1999 — 2003
AIM Consulting Group November 2014 - Present
AIM Consulting Group November 2012 - October 2014
AIM Consulting Group March 2012 - December 2012
Convention Connection March 2011 - March 2012
US Bank March 2008 - March 2011
Aflac October 2010 - February 2011
Wells Fargo Financial June 2006 - November 2007
Skills
Recruitment/Retention, Talent Management, Onboarding, Employee Relations, Performance Management, Job Descriptions, Payroll, Organizational..., New Business Development, Scheduling, Project Planning, Talent Acquisition, Training, Interviews, Leadership, Employee Training, Human Resources, Management, Process Scheduler, CRM
Education
Quinlan School of Business, Loyola University Chicago 2010 — 2012
Master's of Science, Human Resources
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Bachelor of Science, Business Administration with a Concentration in Marketing
National Penn October 2014 - Present
M&T Bank September 2013 - September 2014
M&T Bank July 2012 - October 2013
PNC August 2008 - July 2012
Sterling Financial Group September 2004 - August 2008
Wells Fargo Financial June 2003 - July 2004
Skills
Treasury Managment, Commercial Lending, Financial Analysis, Sales, Project Management, Coaching, Treasury Management, Banking, Cash Flow, Relationship Management, Credit, Business Development, Commercial Banking, Loans, Cash Management, Small Business Lending, Financial Services, Finance, Risk Management, Portfolio Management
Education
Penn State University 1999 — 2003
BS, Business Management
Schlumberger April 2011 - Present
EDMC August 2010 - April 2011
Mine Safety Appliances June 2010 - July 2010
Wells Fargo Financial January 2010 - April 2010
MeadWestvaco May 2008 - December 2008
Skills
Procurement, Supplier Management, Negotiation, Sourcing, Inventory Management, Cost Analysis, Cost Benefit, Supply Management, Supply Chain, ERP, Supply Chain Management, Management, Contract Management, Customer Service
Education
Smeal College of Business 2007 — 2009
Bachelor of Science (BS), Supply Chain and Information Systems
Penn State University 2005 — 2009
B.S., Supply Chain and Information Systems
Valspar January 2014 - Present
The Bank of New York Mellon September 2013 - January 2014
The Bank of New York Mellon August 2012 - September 2013
The Bank of New York Mellon April 2010 - July 2012
Coventry Healthcare April 2009 - April 2010
Wells Fargo Financial November 2007 - November 2008
Med-Fast Pharmacy July 2007 - November 2007
Valspar Corporation June 2006 - August 2006
Skills
Marketing, Finance, Sales, Accounting, Marketing Research, Advertising, CDO, Financial Analysis, Microsoft Excel, Banking, Credit, Investments, Microsoft Office, Customer Service, PowerPoint, Training, Financial Services
Education
Penn State University 2003 — 2007
B.S, Marketing; Communications
Pennsylvania State University-Erie Campus 2003 — 2007
Bachelor, Marketing
Hopewell High School 1999 — 2003
Academic
Keller Williams Realty, Inc. February 2013 - Present
Lakewood Capital Inc. October 2007 - Present
Coldwell Banker Residential Brokerage July 2008 - January 2013
Wells Fargo Financial June 2006 - October 2007
Ryan Homes May 2005 - August 2005
Enterprise Rent-A-Car May 2004 - August 2004
Skills
Real Estate, Investment Properties, Sellers, First Time Home Buyers, Residential Homes, Investors, Real Property, HUD, Investments, Foreclosures, Sales, Selling, Listings, Mortgage Lending, Single Family Homes, Real Estate Transactions, Property Management, Credit, Property, Short Sales, Real Estate Development, Condos, Small Business, REO, Relocation, Referrals, Negotiation, Buyer Representation
Education
Purdue University 2002 — 2006
B.S., Management
Purdue University - Krannert School of Management 2002 — 2006
Bachelor of Science, Management
Rich Township High School District 227 1998 — 2002
High School Diploma
Marlin Business Services Corp® March 2012 - Present
VFG Leasing & Finance March 2010 - March 2012
Creekridge Capital July 2008 - March 2010
GE Commercial Finance July 2007 - July 2008
US Express Leasing May 2004 - July 2007
Wells Fargo Financial August 2003 - May 2004
De Lage Landen September 1999 - August 2003
Skills
Sales Management, New Business Development, Account Management, Sales, Direct Sales, Sales Process, Business Development, Strategic Planning, Solution Selling, Salesforce.com, Negotiation, B2B, Program Management, Contract Negotiation, Business Intelligence, Healthcare, Forecasting, Leadership, Cloud Computing, Pricing, Management, Strategy, Finance, Selling, Relationship Management, Cold Calling, CRM, Sales Presentations, Sales Operations, Strategic Partnerships, Start-ups, Competitive Analysis, Lead Generation, Consulting
Education
University of Pittsburgh 1983 — 1986
B.S., Psychology, Sociology Minor
Purdue University 1982 — 1983
Psychology, Sociology Minor
MiMutual Mortgage, The Palmetto Mortgage Group June 2015 - Present
LendSmart Mortgage January 2014 - June 2015
Residetial Finance July 2011 - January 2014
Residential Finance Corporation June 2011 - January 2014
Wells Fargo Financial May 2005 - December 2009
Wells Fargo Financial May 2005 - December 2009
Wells Fargo Financial August 2004 - May 2005
Wells Fargo Financial August 2004 - May 2005
Wells Fargo Financial June 2003 - August 2004
Wells Fargo Financial June 2003 - August 2004
Skills
Risk Management, USDA, FHA, Reverse Mortgages, Mortgage Lending, Refinance, Loans, Finance, Referrals, Real Estate, Marketing, Leadership, Customer Service, Investment Properties, Banking, Commercial Lending, Team Building, Credit, Sellers, Training, Sales, Residential Homes, VA loans, Loan Origination, Debt Consolidation, Residential Mortgages, Mortgage Banking, Real Estate Financing, FHA financing, Home Equity Lines of..., First Time Home Buyers, Foreclosures, Short Sales, Real Estate Transactions, FHA Financing, VA Loans
Education
Presbyterian College 1999 — 2003
BS, Business Management, English
Presbyterian College 1999 — 2003
Bachelor of Science, Business Administration; Business Management
Penn State Milton S. Hershey Medical Center August 2011 - Present
Jefferson Memorial Hospital Rehabilitation Services March 2011 - July 2011
City of Joplin, Missouri May 2009 - January 2011
Wells Fargo Financial June 2007 - May 2009
Skills
Healthcare, PowerPoint, Microsoft Word, Nonprofits, Community Outreach, Research, Strategic Planning, Microsoft Excel, Public Speaking
Education
Penn State University 2013 — 2015
Master of Health Administration
Pittsburg State University 2003 — 2007
Bachelor of Business Administration (BBA), Business Administration and Management, General
Cetera Financial Specialists July 2013 - Present
Don Settanni, CPA November 2011 - Present
Bureau of Labor Statistics October 2009 - October 2011
Wells Fargo Financial February 2009 - July 2009
Northwestern Mutual 2008 - 2008
Skills
Finance, Investments, Marketing, Financial Analysis, Sales, Customer Service, Strategic Planning, Financial Modeling, Budgets, Negotiation, Analysis, Sales Management, Sales Process, Microsoft Excel, Microsoft Office, Retail, Recruiting, Mergers & Acquisitions, Pricing, Networking, Research, Forecasting, PowerPoint, Market Research, Data Analysis, Microsoft Word
Education
State University of New York College at Purchase 2007 — 2009
Bachelor, Economics
University of Miami 2004 — 2007
Iona Prep 2000 — 2004
Iona Prep
TD May 2013 - Present
TD Bank Group May 2012 - Present
TD Bank Group June 2011 - June 2012
TD March 2010 - June 2011
Carolina First Bank March 2009 - March 2010
Carolina First Bank March 2007 - March 2009
Wells Fargo Financial June 2004 - March 2007
Wells Fargo Financial June 2002 - June 2004
Skills
Critical Thinking, Commercial Lending, Commercial Credit, Commercial Banking, Credit, Banking, Consumer Lending, Underwriting, Mortgage Lending, Portfolio Management, Loan Origination, Financial Risk, Commercial Mortgages, Lines Of Credit, Credit Analysis, Credit Risk, Cash Flow, Retail Banking, Management, Financial Analysis, Asset Based Lending
Education
Presbyterian College 1998 — 2002
Bachelor of Science (BS), Business Administration- Management
Wells Fargo October 2013 - Present
Wells Fargo Bank March 2012 - October 2013
Wells Fargo Bank January 2010 - March 2012
Wells Fargo Financial November 2005 - January 2010
Wells Fargo Financial April 2004 - November 2005
Education
West Chester University of Pennsylvania 2002 — 2004
BS, Business Management
Penn State University 2000 — 2002
Business, Management, Marketing, and Related Support Services
Littler Mendelson April 2015 - Present
GE Capital January 2014 - April 2015
Black & Veatch 2007 - 2014
American Home Mortgage 2007 - 2007
NovaStar Financial 2004 - 2007
INTRUST Bank 2004 - 2004
Wells Fargo Financial 2000 - 2003
Skills
Root Cause Analysis, Risk Management, Business Process..., Process Mapping, Operational Risk..., Conflict Management, Enterprise Risk..., Change Management, Organizational Change, Agile Project Management, Scrum, Business Process Mapping, Business Process..., Vendor Management, Business Analysis, Quality Management, Project Portfolio..., PMO, Business Process, PMP, Program Management, Process Engineering, Business Strategy, Business Transformation, MS Project, Resource Management, Governance, Six Sigma, SDLC
Education
Pittsburg State University 1998 — 2000
Bachelor of Science
Huron Healthcare January 2010 - Present
Wells Fargo Financial May 2008 - January 2010
Northstar Financial August 2006 - May 2008
Skills
Hospitals, Management, Healthcare, Strategy, Epic Systems, Revenue Cycle, Performance Improvement, Analysis, Insurance, Process Improvement, Data Analysis, Management Consulting, Microsoft Excel, Financial Analysis, Customer Service, Leadership
Education
University of Minnesota-Twin Cities 2004 — 2008
B.A. Quantitative Emphasis, Economics, Finance
Queen Mary, U. of London 2006 — 2007
International Finance, Finance, General
Bank of America July 2012 - January 2014
Wells Fargo Financial November 2010 - June 2011
Benesyst June 2009 - August 2010
Fidelity Investments October 2006 - February 2009
Fifth Third Bank May 2003 - October 2006
Fifth Third Bank September 2002 - May 2003
Skills
Content Management, Project Management, B2B, Campaigns, Marketing Communications, Marketing Strategy, Social Media Marketing, Strategic Planning, Marketing, Email Marketing, Corporate Communications, Strategic Communications, Integrated Marketing, Web Project Management, Adobe Creative Suite, Microsoft Office, Mac OS X, Strategy, OS X, Digital Marketing, Press Releases, Brand Development, Brand Management, Budgets, Direct Marketing, Advertising, Editing, Facebook, Management, Marketing Management, Sponsorship, Salesforce.com, Market Research, Online Marketing, Social Networking, Publishing, Program Management, Segmentation, Online Advertising, Dreamweaver
Education
Queens University of Charlotte 2011 — 2013
Master of Arts
Wittenberg University 1997 — 2001
Bachelor of Arts
Fannie Mae November 2013 - Present
Fannie Mae June 2010 - November 2013
Fiberlink 2008 - June 2010
Wilmington Finance 2007 - 2008
Sage Financial Group 2007 - 2008
Mortgage Lender's Network 2004 - 2007
Wells Fargo Financial 2003 - 2004
Skills
Strategic Planning, Sales Management, Operations Management, Product Development, Product Management, Credit Risk, Process Improvement, Process Development, REO, Pricing Strategy, Due Diligence, Business Growth, Data Modeling, Data Analysis, Financial Forecasting, Process Simulation, Business Development, Forecasting, Strategy, Risk Management, Sales, Leadership, Analysis
Education
Penn State University
Bachelor of Science (B.S.), Finance
Boston Scientific September 2013 - Present
Boston Scientific April 2013 - September 2013
Paychex May 2010 - April 2013
Wells Fargo Financial January 2009 - April 2010
Skills
Human Resources, Payroll, Workers Compensation, 401k, Training, Payroll Taxes, Insurance, Cold Calling, Recruiting, Employee Benefits, Account Management, Sales, Benefits Administration, Talent Acquisition, Applicant Tracking..., Employee Relations, System Administration, Onboarding, Customer Service, Health Insurance, Technical Recruiting, Sourcing
Education
Penn State University 2004 — 2008
Business, Economics
AUS Consultants September 2010 - Present
AUS Consultants September 2010 - January 2015
Wells Fargo Financial August 2009 - September 2010
Skills
Financial Analysis, Finance, Analysis, Due Diligence, Risk Management, Financial Reporting, Credit, Valuation, Accounting, Financial Modeling, Banking, Mergers & Acquisitions, Forecasting, Process Improvement, Financial Accounting, Loans, Investments
Education
Philadelphia University 2008 — 2009
Masters Degree, MBA
Philadelphia University 2004 — 2008
Bachelor of Science, Finance
Greystar March 2015 - Present
AvalonBay Communities March 2014 - March 2015
Wells Fargo Financial August 2010 - August 2011
Hudson City Savings Bank August 2007 - August 2009
Skills
Property Management, MRI Software, Salesforce.com, Renewal Retention, Sales, Real Estate, Banking, Financial Analysis, Retail Banking, Customer Service, Microsoft Word, Leadership, Research, Finance, Leases, Credit, Microsoft Excel, PowerPoint, Microsoft Office, Time Management, Teamwork
Education
Fairleigh Dickinson University 2009 — 2013
Bachelor's Degree, Business Administration, 3.65
Pratt Institute
Web Design and Interactive Media
eXp Realty and High Desert Home Lending May 2000 - Present
Gold Key Mortgage, Inc. July 2001 - December 2010
Wells Fargo Financial 1994 - 2000
Skills
Investment Properties, Real Estate, Sellers, Investors, Foreclosures, Residential Homes, Short Sales, REO, Relocation, First Time Home Buyers, New Home Sales, Mortgage Lending, Referrals
Education
Pittsburg State University 1990 — 1994
Bachelor of Arts Spanish & Marketing, Spanish and Business
First Atlantic Appraisal Company January 1994 - Present
Wells Fargo Financial September 1978 - January 1994
Education
Penn State University 1974 — 1978
BS, Community Development
Wyoming Valley West High School 1971 — 1974
HS diploma, Academic
Wells Fargo Bank July 2010 - Present
Wells Fargo Financial May 2010 - August 2010
Environmental Management Services October 2008 - May 2009
Emerald Bay Espresso July 2006 - June 2008
Applebee's June 2004 - March 2006
Arthur Murray School of Dance June 2000 - January 2004
Cottage Flowers and Gifts August 1999 - August 2000
Garden Botanika October 1997 - January 1998
Paradise Bay Tanning Salon June 1997 - August 1997
Education
Saint Martin's University 2008 — 2009
BA, Business Administration; Economics and Finance
Milgard School of Business at the University of Washington Tacoma 2007 — 2008
Business Administration
Pierce College 2005 — 2007
AA, Business Administration
M&T Bank September 2015 - Present
UBS Wealth Management February 2013 - June 2015
Penn State University August 2011 - May 2014
KOSC January 2008 - May 2010
Wachovia, A Wells Fargo Company March 1999 - December 2007
Wells Fargo Financial August 1997 - November 1998
Education
Penn State University 2011 — 2014
Master's Degree
University of Southern California
BA
GE Transportation - Mining April 2014 - Present
GE Transportation - Mining August 2012 - Present
General Electric June 2007 - October 2012
Wells Fargo Financial December 2003 - June 2007
Skills
Management, Process Improvement, Strategy, Six Sigma, Customer Satisfaction, Training, Continuous Improvement, Cross-functional Team..., Manufacturing, Program Management, Product Development, Supply Chain, Forecasting, Operations Management, Supply Chain Management, Project Management
Education
Pennsylvania State University-Erie Campus 1999 — 2003
Bachelor Degree of Science, Finance and Management
Cathedral Prep
PayPal March 2014 - Present
Wells Fargo March 2011 - February 2014
Wells Fargo Financial 2011 - February 2014
Cognizant Technology Solutions June 2010 - December 2010
TCS August 2005 - May 2010
Skills
Java Enterprise Edition, Tomcat, Java, Core Java, Apache, Microsoft SQL Server, Hibernate, Shell Scripting, Spring, C++, JSP, Unix, Struts, Eclipse, Servlets, Ant, JBoss Application Server, PL/SQL, CVS, AJAX, Design Patterns, Websphere, J2EE Application..., JUnit, JavaScript, Databases, Subversion, JSTL, JSON, Axis2, Spring Framework
Education
Pondicherry University 2001 — 2005
B.Tech, Information Technology
Pondicherry University 2001 — 2005
Bachelor of Technology (B.Tech.), Information Technology
Wells Fargo Financial September 2012 - Present
Sunset Athlectic Club May 2011 - August 2012
7-Eleven September 2008 - May 2011
Skills
Customer Service, Retail, Food Service, Personal Values, Organization, Multi Tasking, Time Management, Initiation, Self-driven, Communication, Teamwork, Close Attention to..., Problem Solving, Cash Register, Inventory, Merchandising, Food Preparation, Food Service Sanitation, Call Centers, Negotiation, Collections, Banking, Financial Services
Education
Portland Community College 2012 — 2013
General Studies
Churchill High School 2004 — 2007
Computer Technology/Computer Systems Technology
Wells Fargo Home Mortgage March 2002 - Present
Conseco 2000 - 2001
Citigroup November 1991 - February 2000
Wells Fargo Financial 1985 - 1991
Skills
Recruiting, Leadership, Management, Coaching, Mortgage Banking, Mortgage Lending, Loan Origination, FHA, Loans, Residential Mortgages, Credit, Loss Mitigation, VA loans, USDA, Real Estate, Sales, Refinance, FHA financing, Consumer Lending, Banking, Government Loans, Mortgage Underwriting, Underwriting, Certified Mortgage..., Construction Loans, Home Equity Loans, Credit Analysis, Loan Servicing, Reverse Mortgages, Commercial Mortgages, Commercial Lending, Finance, Mortgage Servicing, Relationship Management, Financial Services, Cross Selling, Wholesale Lending, Home Equity Lines of..., Real Estate Financing, Mortgage Marketing, Portfolio Management, Lines Of Credit, Real Estate Economics, Small Business Lending, FHA Financing, VA Loans
Education
Pennsylvania State University 1982 — 1984
BS, Finance
Bitburg 1978 — 1979
Valley High School
Wells Fargo July 2014 - Present
Wells Fargo September 2012 - July 2014
Wells Fargo Bank October 2010 - September 2012
Wells Fargo Financial January 2005 - January 2011
Wells Fargo Financial October 2003 - December 2004
Wells Fargo Financial December 2000 - October 2003
Skills
Credit, Loans, Consumer Lending, Mortgage Lending, Risk Management
Education
Purdue University 1997 — 2001
Bachelor of Science in Management, Management, Finance
BMO Harris Bank December 2014 - Present
Great American Title Co October 2013 - December 2014
BMO Harris Bank October 2012 - October 2013
Wells Fargo Home Mortgage April 2010 - June 2012
Wells Fargo Financial May 2003 - April 2010
Skills
Credit, Mortgage Banking, Loans, Loan Origination, Refinance
Education
Pittsburg State University 1997 — 2002
Bachlors, Communication
Canon Financial Services, Inc. February 2012 - Present
Wells Fargo Auto Finance February 2007 - February 2012
Wells Fargo Auto Finance May 2006 - February 2007
Wells Fargo Auto Finance October 2003 - May 2006
Wells Fargo Financial June 2001 - April 2003
Education
Penn State University 1997 — 2001
BS, Finance
Wells Fargo Financial April 2006 - Present
Wells Fargo Financial January 2004 - January 2006
Education
Portland State University - School of Business 2006 — 2009
Wells Fargo June 2013 - Present
Wells Fargo June 2003 - Present
Wells Fargo Financial July 2005 - June 2008
Wells Fargo Financial July 2003 - July 2005
Skills
Strategy, Risk Management, Management, Project Management, Forecasting, Change Management, Analysis, Marketing, Portfolio Management, Financial Risk, Training, Sales, Microsoft Excel, Microsoft Office, SDLC, Strategic Planning, Program Management
Education
Queensland University of Technology 1998 — 2001
Masters in Information Systems, Information Systems
Queensland University of Technology 1995 — 1998
Masters in Business Administration, International Marketing
Mount Carmel College 1993 — 1996
Bachelor of Science, Math, Statistics, Economics
Sophia High School
Envoy Mortgage June 2015 - Present
Nationstar Mortgage July 2012 - June 2013
Fifth Third Bank April 2006 - May 2012
Wells Fargo Financial September 2004 - April 2006
Wells Fargo Financial July 2003 - September 2004
Wells Fargo Financial September 2001 - July 2003
Wells Fargo Financial May 1999 - September 2001
Skills
Mortgage Lending, Loans, Credit, Sales Management, Finance, Management, Underwriting, Mortgage Banking, Risk Management, Portfolio Management, Leadership, Training, Pipeline Management, Team Leadership, Customer Experience, Consumer Lending, Sales, Business Development, Call Centers, Relationship Management, New Business Development, Process Improvement, Strategy, Sales Operations, Team Building
Education
Penn State University 1995 — 1999
Bachelor of Science (B.S.), Business Management
American Bank September 2014 - Present
Noblesville Chamber of Commerce September 2013 - Present
Fishers Chamber of Commerce March 2013 - Present
Ameriana Bank August 2012 - September 2014
NVR Mortgage March 2012 - August 2012
M&I Bank October 2009 - March 2012
DeVry University May 2008 - October 2009
Wells Fargo Financial December 2004 - March 2008
Skills
Loans, Banking, Commercial Banking, Credit, Credit Analysis, Mortgage Lending, Retail Banking, Small Business Lending, Consumer Lending, Sales Management, Networking, Sales, Leadership, Loan Origination, Customer Service, Management, Relationship Management, Team Building, Lines Of Credit
Education
Purdue University 2000 — 2004
Bachelors, Organizational Leadership and Supervision
Harrison High School 1996 — 2000
Core 40, Management
MOR/ryde International December 2011 - June 2012
MOR/ryde International September 2010 - November 2011
MR Chicago December 2007 - September 2010
Wells Fargo Financial September 2007 - December 2007
Skills
Microsoft Office, Marketing, Management, Networking, Human Resources, Microsoft Excel, Sourcing, Email Marketing, Customer Service, Public Speaking, Product Development, Manufacturing, Time Management, Cold Calling, Sales, Leadership, Account Management, Interviews, Sales Management, Recruiting, Outlook, Team Leadership
Education
Purdue University 2002 — 2006
Liberal Arts, Media, Technology, and Society with a minor in Organizational Leadership and Supervision
Chase March 2010 - Present
Wells Fargo Financial February 2007 - February 2010
NeighborCare Pharmacy May 2003 - August 2006
Skills
Analysis, Commercial Banking, Commercial Lending, Credit, Customer Service, Finance, Investments, Loans, Microsoft Office, Mortgage Lending, New Business Development, Process Improvement, Sales, Banking
Education
Purdue University - Krannert School of Management 2002 — 2006
Management, Minors: Finance & Accounting
Bank of America July 2015 - Present
Bank of America March 2015 - July 2015
Bank of America January 2012 - March 2015
Bank of America February 2011 - January 2012
Bank of America August 2009 - February 2011
Wells Fargo Bank January 2008 - February 2009
Wells Fargo Financial July 2003 - December 2007
Skills
General Management, Banking, Loans, Resource Management, Business Development, Small Business Lending, Mortgage Lending, Commercial Lending, Strategy Planning, Risk Management, Credit, Consumer Lending, Credit Analysis, Loan Origination, Underwriting, Retail Banking, Portfolio Management, Financial Analysis, Cash Management, Financial Services, Strategic Planning, Leadership, Commercial Banking
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2014
MBA, General
University of California, San Diego 1997 — 2001
Bachelor of Science, Management Science
Wells Fargo January 2014 - Present
Wells Fargo Home Mortgage December 2010 - January 2014
Wells Fargo Home Mortgage November 2006 - December 2010
Wells Fargo Financial June 2005 - November 2006
Wells Fargo Financial March 2003 - June 2005
Wells Fargo Financial December 2000 - March 2003
Skills
Relationship Management, Consumer Lending, Sales Management, Strategic Planning, New Business Development, Process Improvement, Leadership, Customer Service, Team Building, Risk Management
Education
Drake University - MBA 2008 — 2010
MBA, Masters of Business Administration : Executive Leadership
Purdue University 1996 — 2001
Bachelor of Science, Management
Olympus July 2012 - Present
T-Mobile December 2010 - June 2012
Wells Fargo Financial July 2009 - June 2010
RMS October 1995 - February 2009
Skills
Data Analysis, Collections, Customer Service, Management, Account Management, Accounts Receivable, Problem Solving, Mobile Technology, Microsoft Office, Customer Satisfaction, Recruiting, Hiring, Call Centers, Analysis, Coaching, Interviews, Time Management, Outsourcing, Team Management
Education
Penn State University 1990 — 1994
B.S., Psychology
Wells Fargo Home Mortgage April 2012 - Present
Wells Fargo Home Mortgage January 2009 - April 2012
Wells Fargo Financial August 2007 - January 2009
Skills
Loans, Credit, Underwriting, Loss Mitigation, Finance, Portfolio Management, Mortgage Banking, Consumer Lending, Loan Modifications, Analysis, Credit Analysis, Residential Mortgages, Mortgage Underwriting, Financial Risk, Cash Flow
Education
Western Oregon University 2003 — 2005
Bachelor of Science, Psychology
Portland Community College 2001 — 2003
Associate of Arts (A.A.)
Publix Super Markets, Inc. August 2012 - Present
Publix Super Markets, Inc. October 2006 - August 2012
Wells Fargo Financial July 2004 - October 2006
GoodWill July 2002 - July 2004
Florida Department of Children and Families August 2001 - May 2002
Skills
Accounts Payable, Invoicing, Customer Service, SAP, Purchasing, Payments, Human Resources, Accounting, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Microsoft Office, Inventory Management, Data Entry, Budgets, Spreadsheets, Sarbanes-Oxley Act, Pricing, Access
Education
Saint Leo University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
University of South Florida - College of Business Administration 2007 — 2009
Bachelors, Business Administration
University of South Florida - Continued Education 2006 — 2008
Certificate, Human Resources Management
Polk Community College 2003 — 2005
Associates, Business Administration
Polk State College 2003 — 2005
Associate of Arts (A.A.), Business/Commerce, General
George Jenkins 1998 — 2002
High School Diploma, General Education
TEKsystems March 2012 - Present
TEKsystems August 2009 - March 2012
TEKsystems June 2008 - August 2009
Wells Fargo Financial May 2007 - May 2008
Skills
Business Analysis, Technical Recruiting, Cold Calling, Networking, SharePoint, Training, Business Intelligence, Applicant Tracking..., Account Management, Internet Recruiting, Staffing Services, Leadership, Business Development, Interviews, Management, Staff Augmentation, Consulting, Information Technology, Temporary Placement, Software Documentation, Screening Resumes
Education
Pennsylvania College of Technology
VMware August 2015 - Present
Nationwide Insurance-Tobash Agency December 2013 - August 2015
Liberty Mutual Group June 2010 - December 2013
Wells Fargo Financial July 2007 - June 2010
Skills
Life Insurance, Loans, Financial Services, Sales, Credit, Mortgage Lending, Finance, Insurance, Banking, Commercial Insurance, Refinance, Property & Casualty..., Term Life Insurance, Cold Calling, Fixed Annuities, Customer Service, Marketing, Underwriting
Education
Penn State University 2001 — 2005
Bachelors, Business Admin
Western Asset Management July 2014 - Present
Market Street Advisors September 2013 - July 2014
Market Street Advisors January 2011 - September 2013
Wells Fargo Bank August 2010 - January 2011
Wells Fargo Financial May 2010 - August 2010
Skills
Financial Services, Mutual Funds, Trading, Credit, Securities, Banking, Financial Risk, Finance, Fixed Income, Account Reconciliation, Equities, Wealth Management
Education
Penn State University 2006 — 2010
BS, Finance
Andersen Corporation June 2015 - Present
The Keane Organization September 2013 - March 2015
Citizens Bank December 2012 - September 2013
Wells Fargo Bank October 2010 - December 2012
Wells Fargo August 2010 - October 2010
Wells Fargo Financial May 2010 - July 2010
Focus Talent & Promotions August 2009 - May 2010
Skills
Sales, Banking, Relationship Management, Loans, Credit, Consumer Lending, Small Business Lending, Management, Customer Service, Financial Services, Portfolio Management, Mortgage Banking, Loan Origination, Financial Planning, Finance, Account Management, Sales Operations, Mortgage Lending, Customer Satisfaction, Strategic Financial..., Retirement Planning, Training, Retail, Sales Management, Leadership, Microsoft Office, Microsoft Excel, Financial Analysis
Education
Penn State University 2006 — 2010
Bachelor of Science, Business Management, 3.42 GPA
Wells Fargo Advisors January 2013 - Present
Wells Fargo March 2010 - Present
Springmaid Beach Resort August 2008 - April 2010
Wells Fargo Financial January 2007 - July 2008
Wyndham Vacation Ownership July 2006 - December 2006
Coastal Carolina University July 2004 - July 2006
Colby-Sawyer College June 2002 - June 2004
Plymouth State University August 1999 - May 2002
Sam's Outdoor Outitters June 1997 - July 1999
Skills
Management, Sales, Leadership, Microsoft Office, Budgets, Program Management, Customer Service, Training, Event Management, Finance, Recruiting, Advertising, Marketing Strategy, Selling
Education
Plymouth State University 1995 — 2002
BS, Business - Marketing
Long Island Wealth Management, Inc. October 2014 - Present
Fusion Analytics Investment Partners October 2011 - May 2015
Two Cent Sam October 2008 - December 2012
Fidelity Investments August 2004 - October 2011
Wells Fargo Financial September 2003 - July 2004
Education
Providence College 1999 — 2003
B.S., Finance
West islip high school 1996 — 1999
High School
International Fund Services (NA) LLC, A State Street Company July 2015 - Present
International Fund Services (NA) LLC, A State Street Company May 2013 - July 2015
International Fund Services (NA) LLC, A State Street Company May 2012 - May 2013
International Fund Services (NA) LLC, A State Street Company June 2011 - May 2012
International Fund Services (NA) LLC, A State Street Company January 2011 - June 2011
Wells Fargo Financial June 2010 - September 2010
Education
Providence College 2006 — 2010
BS, Management
Tyoga Container Company September 2013 - Present
Tyoga Container Company March 2013 - September 2013
Scully's on the Bayou March 2006 - December 2012
Wells Fargo 1997 - 2009
Wells Fargo Financial 1997 - 2009
Skills
Operations Management, Credit Analysis, Finance, Sales, Sales Management, Credit Management, Supply Chain, Logistics Consulting, Load Design, International Shipping, National Accounts, Credit Reporting, Mortgage Insurance, Collections, Collection Strategy, ADP Payroll, Sales Hiring, Underwriting, Small Business Lending, Banking, Supply Chain Management, Inventory Management, Team Building, Management
Education
Penn State University 1991 — 1994
Bachelor of Science (BS), Finance, General
Wells Fargo Technology & Venture Banking Group April 2014 - Present
Wells Fargo Commercial Bank October 2011 - April 2014
Wells Fargo Bank September 2010 - September 2011
Wells Fargo Financial January 2009 - July 2010
Zurich Financial Services June 2008 - September 2008
Skills
Treasury Management, Cash Management, Commercial Banking, Risk Management, Portfolio Management, Cross Selling, Banking, CRM, Relationship Management, Underwriting, Management, Sales, Credit Cards, Strategy, Credit
Education
The Ohio State University 2004 — 2009
Bachelor of Science (B.S.), International Studies: World Economy and Business; Chinese
Qingdao University 2007 — 2007
UAHS 2001 — 2004
CouponCabin.com June 2011 - Present
Aerotek Commercial Staffing September 2010 - May 2011
Wells Fargo Financial May 2010 - September 2010
Live Nation May 2009 - August 2009
Skills
Business Development, Leadership, Accounting, Sales, Marketing, Sales Management, Credit, Microsoft Office, Customer Service, Microsoft Excel, Finance, Sourcing, New Business Development, Social Media, Email Marketing, Social Media Marketing, Blogging
Education
Purdue University - Krannert School of Management 2006 — 2010
Bachelor's Degree, Management
Edwards Lubrication Inc. May 2010 - July 2012
Wells Fargo Financial January 2006 - March 2010
Pacific Benefits Group NW January 2004 - January 2006
Altig - American Income Life Insurance Company January 2002 - January 2004
Skills
Visual Merchandising, Sales Management, Loss Prevention, Sales, Team Building, Store Management, Budgets, Strategic Planning, Profit, Operations Management, Income Statement, Inventory Control
Education
Portland Community College 2008 — 2010
Associate's Degree, Alcohol & Drug Counseling
Shell Oil Company June 2013 - Present
Purdue University August 2011 - May 2013
Amway May 2012 - August 2012
Deutsche Bank April 2010 - August 2011
Deutsche Bank April 2009 - April 2010
Wells Fargo Financial December 2008 - April 2009
Skills
Logistics, Supply Chain Management, Business Strategy, Process Improvement, Time Management, Finance, Operations Management, Forecasting, Budgets, Negotiation, Corporate Finance, Logistics Management, Management, Microsoft Excel, Data Analysis, Service Operations, Operations Research, Relationship Management, Strategy
Education
Purdue University 2011 — 2013
MBA, Operations & Finance, Dean's List
University of Florida 2004 — 2008
Bachelor of Science in Business Administration, Finance
Raymond James November 2013 - Present
Raymond James November 2008 - Present
Purdue Club of Chicago June 2014 - Present
Dorothy's Family May 2007 - Present
Purdue Club of Chicago June 2011 - June 2014
A.G. Edwards & Sons, Inc. May 2007 - November 2008
Wells Fargo Financial 2005 - 2007
Education
Purdue University 2001 — 2005
Bachelor, Financial Planning and Counseling
Benet Academy 1997 — 2001
Wells Fargo Financial January 2001 - Present
Skills
Customer Service, Social Media, Account Management, Marketing, Sales Management
Education
Philadelphia University 1996 — 2000
MBA, Global Business Management
Integrated Facility Construction and Management, Inc. September 2015 - Present
Wells Fargo Home Mortgage January 2015 - September 2015
Cascade Financial Services August 2014 - January 2015
Specialized Loan Servicing June 2012 - January 2014
Wells Fargo Financial February 2011 - June 2012
Bank of America January 2009 - February 2011
Aegis Mortgage Corp June 2001 - September 2007
empire Funding April 1994 - March 2000
Skills
Loans, Mortgage Lending, Process Improvement, Human Resources, Mortgage Banking, Consumer Lending, Call Center, Credit, Banking, Portfolio Management, Mergers, Leadership, FHA, Training, Loan Origination, Performance Management, Loss Mitigation, Customer Service, Change Management, Loan Servicing, Mortgage Underwriting, Mortgage Servicing, Analysis, Management, Underwriting, Refinance, Residential Mortgages, Risk Management, Finance, FHA financing, VA loans, Operational Excellence, Operations Management, Credit Analysis
Education
Phoenix College 1992 — 1994
Associates
Phoenix College
Associate's degree
Kohl's Department Stores December 2007 - Present
Kohl's Corporation 2007 - Present
Archer Land Title August 2004 - October 2006
Wells Fargo Financial 2002 - 2004
Education
Purdue University 1999 — 2002
Management, Marketing & French
Purdue University - Krannert School of Management 1999 — 2002
Purdue University - Krannert School of Management 1999 — 2002
Management, Management, Marketing, French
Fifth Third Bank September 2011 - Present
Fifth Third Bank March 2011 - September 2011
Fifth Third Bank August 2009 - March 2011
Fifth Third Bank September 2007 - August 2009
Fifth Third Bank October 2005 - September 2007
Wells Fargo Home Mortgage 2004 - 2005
Wells Fargo Financial 2003 - 2004
Skills
Risk Management, Process Improvement, Credit, Management, Loans, Six Sigma, Financial Risk, Customer Service, Leadership, Analysis, Risk Assessment, Operations Management, Credit Risk, Business Process..., Mortgage Lending, Banking, Financial Analysis
Education
Purdue University - Krannert School of Management 1998 — 2002
BS, Management
Citizens Business Bank April 2011 - Present
BBVA Compass April 2007 - March 2011
Test Rite Products Corporation July 2006 - March 2007
Target September 2005 - June 2006
Wynn's Extended Care, Inc. August 2003 - August 2005
Ingram Micro February 2000 - July 2003
DISC Distributing Corporation April 1999 - January 2000
Ingram Micro August 1998 - March 1999
Wells Fargo Financial June 1995 - July 1998
Sears L.A. Regional Credit Card Operations Center September 1993 - May 1995
Skills
Financial Analysis, Credit, Finance, Banking, Portfolio Management, Loans, Forecasting, Analysis, Leadership, Budgets, CRM, Accounting, Commercial Banking, Business Development, Access, Managerial Finance, Team Building, Program Management, Sales, Accounts Payable
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2000 — 2002
MBA, Finance
University of California, Riverside 1992 — 1995
BA, Economics
Upland High School
Cvent February 2015 - Present
Cvent March 2013 - Present
Cvent July 2010 - March 2013
Wells Fargo Financial May 2010 - August 2010
University Directories May 2009 - August 2009
Education
Penn State University
Bachelor of Arts (B.A.)
Wells Fargo Home Mortgage June 2011 - Present
Wells Fargo Home Mortgage January 2010 - June 2011
Wells Fargo Financial May 2005 - December 2009
Education
Penn State University 2001 — 2005
Bachelor of Science (BS), Finance
Homegoods Inc. August 2015 - Present
Marathon Veterinary Hospital March 2014 - July 2015
Florida Keys Kiteboarding July 2013 - March 2014
Verizon Wireless September 2012 - July 2013
West Penn Aggregates February 2008 - September 2012
Godiva Chocolatier September 2006 - January 2008
Wells Fargo Financial May 2006 - August 2006
Skills
Sales, Training, Customer Service, Customer Retention, Customer Satisfaction, Customer Experience, Customer Relations
Education
Pennsylvania State University-Erie Campus 2004 — 2006
Bachelor’s Degree, Marketing
Pennsylvania State University-Penn State Beaver 2002 — 2004
Marketing, Management
TEKsystems June 2015 - Present
TEKsystems April 2015 - June 2015
Professional Health Services, Inc. May 2012 - April 2015
Environmental Data Resources October 2008 - September 2011
Environmental Data Resources September 2006 - September 2008
Wells Fargo Financial September 2005 - September 2006
Skills
Team Leadership, Business Development, Due Diligence, Sales Management, Team Building, Risk Management, Account Management, Management
Education
Penn State University
Bachelor's Degree, Business Logistics & International Business
McKesson Health Solutions November 2008 - Present
Wells Fargo Auto Finance June 2004 - August 2008
Wells Fargo Financial June 2004 - August 2008
GE 2000 - 2004
GE Capital 2000 - 2004
General Electric 2000 - 2002
Skills
Project Planning, Process Improvement, Six Sigma, Risk Management, Vendor Management, Business Process, Strategy, Business Process..., Software Documentation, Call Centers, Business Analysis, PMO
Education
Penn State University 1995 — 2000
Bachelor's degree (Management Science & Information Systems), Management Sciences and Information Systems
Aetna December 2014 - Present
UPMC Health Plan June 2014 - December 2014
UPMC Health Plan December 2012 - June 2014
UPMC Health Plan September 2011 - December 2012
UPMC Health Plan March 2010 - September 2011
UPMC Health Plan April 2008 - March 2010
Wells Fargo Financial May 2006 - April 2008
Skills
Insurance, Account Management, Process Improvement, Team Leadership, Outlook, Managed Care, Microsoft Excel, Management, Time Management, Operations Management, Policy and Procedure..., Medicare Advantage, Analysis, Team Building, Leadership, Policy, Medicare, Data Analysis, Healthcare, Health Insurance, Medicare Part D, HIPAA, Business Analysis, Training, Software Documentation, Strategic Planning
Education
Penn State University 2015 — 2018
Master's degree, Enterprise Architecture
University of Pittsburgh 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
RBS Citizens March 2007 - Present
Fifth Third Bank 2005 - 2007
Fifth Third Bank 1999 - 2004
First Financial Bank NA 1996 - 1999
Wells Fargo Financial 1994 - 1996
Education
Purdue University - Krannert School of Management 1990 — 1993
Xavier University - Williams College of Business
MBA
Kforce Technology Staffing April 2009 - June 2009
CPSI March 2007 - October 2008
RKDM Enviro Energy Services Inc. 2005 - 2007
Wells Fargo Financial 2005 - 2005
Pacific Life January 2003 - July 2004
Skills
Strategic Planning, Program Management, Leadership, Human Resources, Applicant Tracking..., Project Management, Process Improvement, Government Contracting, Business Development, Contract Negotiation, Strategy, Team Building, Analysis, Temporary Placement, Integration, Management, Training, Information Technology
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2006
MBA, Leadership and Organizational Change Management
University of California, Irvine 1998 — 2001
Bachelors, Economics
Wells Fargo Financial AssociateSynygy2000 - 2004
Education
Penn State University 1995 — 2000
Wells Fargo September 2010 - Present
Wells Fargo Financial January 2007 - September 2010
Wells Fargo Financial June 2007 - February 2008
Skills
Driven, Confident, Determined, Business Development, Sales, Portfolio Management, Management, Data Driven Testing, Finance, Credit, Sales Operations
Education
Portland State University 2002 — 2006
Bachelors, Business
Johnson Brothers May 2011 - Present
Tockwotton Home February 2011 - August 2011
Wells Fargo Financial May 2009 - October 2010
Wells Fargo Financial June 2008 - May 2009
Wells Fargo Financial November 2004 - June 2008
St. Joseph's Hospital January 2004 - May 2004
Skills
Recruiting, Training, Marketing, Sales, Customer Service, Event Management, Management, Leadership, New Business Development, Coaching, Project Planning, Team Building, Sales Management, Account Management
Education
Providence College 2000 — 2004
BS, Health Policy and Management
Prospect Mortgage January 2013 - Present
MetLife Home Loans October 2008 - December 2009
Wells Fargo Home Mortgage March 2003 - October 2008
Wells Fargo Financial 2002 - 2007
Aames 2001 - 2003
Aames Home Loan 2000 - 2003
Aames Home Loans 2000 - 2002
Aegis Funding Corporation 2000 - 2001
United PanAm Mortgage Corporation 1997 - 1999
Fleet Mortgage 1995 - 1997
Skills
Loan Origination, Loans, Mortgage Lending, FHA, Mortgage Banking, USDA, Residential Mortgages, VA loans, Credit, Mortgage Underwriting, FHA financing, Refinance, Credit Analysis, Underwriting, Real Estate Financing, Real Estate
Education
Pierce College 1980 — 1982
Economics
International Paper (formerly Temple-Inland) February 2012 - Present
Temple-Inland August 2008 - February 2012
Temple-Inland August 2006 - August 2008
Wells Fargo Financial 2000 - August 2006
Skills
Business Intelligence, Data Warehousing, SQL, Hyperion Interactive..., Microstrategy, JavaScript, Business Objects, VBA, SAS programming, Requirements Analysis, Oracle, Business Analysis, Hyperion Enterprise, Process Improvement, Business Process, ETL, Data Modeling, Visio, Databases, Business Process...
Education
Pennsylvania State University 1995 — 2000
BS, Management Science and Information Systems
Wells Fargo Financial July 2002 - September 2010
Skills
Sales
Education
Penn State University 1998 — 2002
BS, Marketing
Wells Fargo Bank September 2010 - Present
Wells Fargo Financial December 2001 - September 2010
Skills
Loans, Mortgage Lending, Retail Banking, Sales, Insurance, Mortgage Underwriting
Education
Penn State University 2008 — 2012
Masters, Leadership
West Chester University of Pennsylvania 1997 — 2001
BS, Marketing
Wells Fargo August 2005 - Present
Wells Fargo Financial 2005 - Present
HCL Technologies 1997 - 2001
Aptech 1992 - 1993
Skills
Management, Business Analysis, Project Management, Strategic Planning, Business Development, SDLC, Requirements Gathering, Integration, IT Strategy, Software Project..., Requirements Analysis, Vendor Management, Business Intelligence, Business Requirements
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
Pune Institute of Computer Technology
B.E. Computer Science, Computer Science
First Republic Bank September 2013 - Present
On Lok Lifeways December 2012 - June 2013
Moody's Analytics August 2012 - December 2012
First Republic Bank March 2012 - August 2012
Moody's Analytics December 2011 - January 2012
University Of California - Office of the President June 2010 - November 2010
Wells Fargo Financial April 2010 - November 2010
Wells Fargo March 2008 - September 2009
Gap Inc. September 2007 - February 2008
Skills
Testing, Quality Assurance, Web Applications, Business Analysis, Selenium, Regression Testing, Test Planning, Test Automation, QTP, User Acceptance Testing, System Testing, Software Quality..., XML, SDLC, Quality Center, Test Cases, SQL, Black Box Testing, Manual Testing, HP Quality Center
Education
Punjab Technical University 2001 — 2003
MS(IT), Informational Technology
Evanston Financial March 2010 - Present
Wells Fargo Financial April 2007 - August 2008
Wells Fargo Financial January 2006 - March 2007
Wells Fargo Financial June 2003 - December 2005
Education
Penn State University 1999 — 2003
Bachelors, Finance
American Credit Acceptance July 2011 - February 2014
wells fargo November 2002 - July 2011
Wells Fargo Financial January 1997 - November 2002
Wells Fargo Financial March 1991 - 1997
Wells Fargo Financial March 1989 - 1991
Skills
Banking, Finance, Credit, Loans, Credit Risk, Loan Servicing, Credit Analysis, Loss Mitigation, Call Centers, Credit Cards, Customer Service, Executive Management, Forecasting, Leadership, Risk Management, Portfolio Management, Financial Analysis, Consumer Lending, Management, Collections, Program Management, Relationship Management, Mortgage Lending, Accounting, Goal-oriented..., Underwriting, Financial Risk, Budgets, Customer Satisfaction
Education
Penn State University 1984 — 1988
BS, Finance
Newark October 2011 - Present
Newark 2006 - October 2011
Wells Fargo Financial 2005 - 2006
Skills
Forecasting, Financial Analysis, Financial Reporting, Financial Modeling, Finance, Budgets, Business Analysis, Ad Hoc Reporting, Leadership, Analytics
Education
Purdue University - Krannert School of Management 2001 — 2005
BS, Management; Finance & Marketing
Amazon Web Services August 2013 - Present
Birbl November 2012 - Present
Birbl November 2012 - August 2013
Trinity College Dublin January 2012 - September 2012
NTT (Nippon Telegraph and Telephone Corporation) July 2010 - September 2011
Telecom Consultant November 2008 - July 2010
Wells Fargo Financial January 2007 - August 2008
SeaBear Co. July 2004 - January 2007
Skills
Business Strategy, Financial Analysis, Account Management, Business Analysis, Product Management, Strategic Planning, Cloud Computing, SaaS, New Business Development, Project Management, Telecommunications, Investor Development, Financial Projection, Strategic Consulting, Strategy Formulation, Strategy Implementation, Forecasting, Start-ups, Cross-functional Team..., Strategy, Marketing Strategy, Sales, Sales Management, Strategic Partnerships, Marketing Management
Education
Trinity College, Dublin 2011 — 2012
Master of Business Administration (MBA)
University of Puget Sound 2000 — 2004
Business, Finance
Queen Mary, U. of London 2003 — 2003
BA, Business
AAA Texas August 2012 - Present
AAA Texas January 2011 - August 2012
Wells Fargo Bank January 2007 - January 2011
Wells Fargo Financial January 2005 - June 2007
Skills
Recruiting, Leadership, Training, Sales, Sales Management, Management, Strategic Planning, Coaching, Marketing, Customer Service, Mortgage Lending, Credit, Loans, Banking, Relationship Management, Financial Services, Consumer Lending, Underwriting, Team Building, Consulting, Account Management, Loan Origination
Education
Penn State University 2000 — 2004
Bachelor of Science, Marketing and International Business
Enterprise Holdings February 2015 - Present
Enterprise Holdings, Inc June 2013 - Present
Enterprise Holdings June 2012 - June 2013
Enterprise Holdings June 2010 - June 2012
Enterprise Holdings January 2009 - June 2010
Wells Fargo Financial June 2007 - December 2009
Skills
Credit, Credit Analysis, Loans, Mortgage Lending, Banking, Credit Risk, Portfolio Management, Financial Analysis, Commercial Banking, Commercial Lending, Loan Origination, Consumer Lending, Risk Management, Underwriting, Financial Risk, Auditing, Microsoft Excel, Management, Customer Service, Microsoft Office, Analysis, Accounting, Team Building, Sales, PowerPoint, Microsoft Word, Coaching
Education
Pittsburg State University 2003 — 2007
Bachelor of Business Administration (BBA), Accounting
Robert Half Accountemps 2008 - Present
Wells Fargo Financial 2003 - 2007
Education
Pennsylvania State University-Erie Campus 1998 — 2002
Bachelor, Marketing
Alere, Inc. October 2012 - Present
Warner Chilcott April 2009 - October 2012
Wells Fargo Auto Finance June 2003 - March 2009
Wells Fargo Financial July 2002 - June 2003
Skills
Strategic Planning, Road Warrior, Sales Management, Negotiation, Problem Solving, B2B, Territory, Loans
Education
Piedmont College 2001 — 2003
BA, BA in Accounting
Glen Oaks Community College 1999 — 2001
Wells Fargo Home Mortgage September 2010 - Present
Wells Fargo Home Mortgage August 2012 - May 2013
Wells Fargo Financial June 2003 - January 2009
Skills
Mortgage Lending, Loans, Consumer Lending, Mortgage Banking, Loan Origination, FHA, Refinance, Residential Mortgages, Branch Management, First Time Home Buyers, VA loans, Construction Loans, Small Business Lending, FHA financing, Cold Calling, Sales Management, Commercial Lending, USDA, Sales, Real Estate, Government Loans, Foreclosures, Home Equity Loans, Certified Mortgage..., Mortgage Underwriting
Education
Penn State University 1999 — 2003
BS, Marketing
Wells Fargo October 2013 - Present
Wells Fargo October 2007 - Present
Wells Fargo May 2004 - October 2007
Wells Fargo Financial 1999 - 2002
Wells Fargo Financial May 1998 - February 2000
Skills
Credit, Portfolio Management, Banking, Financial Analysis, Loans, Strategy, Credit Analysis, Leadership, Finance, Financial Services, Executive Management, Process Improvement, Forecasting, Credit Risk, Mergers & Acquisitions, Vendor Management, Credit Cards, Strategic Planning, Risk Management, Financial Risk, Analytics, Mortgage Lending, Underwriting, Business Analysis, Change Management, Management, Consumer Lending, Loan Origination, Financial Modeling
Education
University of Alabama 1996 — 1998
Finance, Banking and Financial Services
Purdue University 1994 — 1995
Industrial Management
Wells Fargo May 2015 - Present
Wells Fargo July 2012 - May 2015
Bank of America March 2012 - June 2012
JPMorgan Chase November 2010 - December 2011
Harris Bank October 2007 - October 2010
Wells Fargo Financial October 2005 - October 2007
Enterprise Rent-A-Car August 1999 - October 2005
Skills
Consumer Lending, Relationship Management, Small Business Lending, Retail Banking, Sales Management, Credit, Coaching, Customer Satisfaction, Customer Service, CRM, Banking, Sales Process, Leadership, P&L Management, Team Building, Marketing, Management, Customer Retention, Sales, Talent Acquisition, Customer Relations, Talent Development, Profit & Loss Management
Education
Purdue University 1997 — 2001
Organizational Leadership, Management, Computer Technology
Whitfield High School 1991 — 1997
High School
Supernus Pharmaceuticals, Inc. April 2015 - Present
Supernus Pharmaceuticals, Inc. June 2014 - Present
Supernus Pharmaceuticals, Inc. January 2013 - April 2015
Newell Rubbermaid December 2011 - January 2013
Newell Rubbermaid January 2011 - December 2011
Newell Rubbermaid July 2010 - January 2011
Wells Fargo Financial June 2006 - June 2010
Purdue Sports Properties May 2005 - May 2006
Skills
Sales, Sales Operations, Sales Management, New Business Development, Market Research, Management, Sales Process, Budgets, Account Management, Promotions, Customer Service, Cold Calling, Direct Sales, Building Relationships, Salesforce.com, Marketing Strategy, Merchandising, B2B, Strategic Planning
Education
Purdue University 2002 — 2006
BA, Selling & Sales Management
Chase Bank, N.A. August 2010 - Present
Citibank, N August 2008 - June 2010
Wells Fargo Auto Finance August 2007 - July 2008
Nationstar Mortgage September 2006 - August 2007
Wells Fargo Financial April 2003 - September 2006
Wells Fargo Financial October 2002 - April 2003
Wells Fargo Financial March 2001 - October 2002
Skills
Banking, Loans, Credit Analysis, Credit, Consumer Lending, Finance, Mortgage Lending, Loan Origination, Leadership, Underwriting
Education
Penn State University 1995 — 2000
Bachelor of Science, BusinessManagement and Economics
Wells Fargo Home Mortgage February 2013 - Present
Wells Fargo Home Mortgage August 2011 - September 2013
Wells Fargo Bank August 2010 - August 2011
Wells Fargo Financial December 2009 - August 2010
Skills
Mortgage Lending, Mortgage Underwriting, Processing, Credit Risk, Credit Analysis, Real Estate, Banking, Loan Origination, Small Business Lending, Commercial Lending, Consumer Lending, Building Relationships, Loss Mitigation, Finance, Credit
Education
Rochester Institute of Technology 2009 — 2010
Bachelor of Science (B.S.), Finance
Pontificia Universidad Católica Madre y Maestra 2004 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General
Audigy Group, LLC April 2012 - August 2013
Portland General Electric December 2009 - May 2011
Gulick Trucking, Inc May 2006 - June 2009
Stewart Title July 2005 - January 2006
Wells Fargo Financial August 2003 - September 2005
Bagel Sphere, LLC December 1995 - June 2003
Portland General Electric August 1977 - November 1991
Education
Portland State University - School of Business 1983 — 1988
Marketing, Sales, Accounting, Finance, Computer Science & Art
Centennial 1971 — 1976
Centennial high school 1971 — 1976
high school
Harford Mutual Insurance Company July 2013 - Present
Liberty Mutual Insurance March 2013 - July 2013
Liberty Mutual Insurance January 2011 - March 2013
Liberty Mutual Insurance June 2010 - December 2010
Wells Fargo Financial December 2009 - May 2010
Skills
Disability Insurance, Insurance, Marketing, Legal Liability, Workers Compensation, Litigation Management, Health Insurance, Risk Management, Property & Casualty..., Budgets, Commercial Insurance, Casualty, Liability, Time Management, Claim, Claims Management, Workers' Compensation..., Analysis, Training, Claim Investigation, Subrogation, Employee Benefits, Casualty Insurance
Education
Penn State University 2006 — 2009
B.S. Business, Management and Marketing
Univest May 2012 - Present
Wachovia Bank November 2005 - February 2010
Wells Fargo Financial March 2004 - November 2005
Skills
Certified Notary Public, FDIC Money Smart..., CCNA, Banking, Risk Management, Finance, Sales, Microsoft Office, Mortgage Lending, Loans, Credit, Credit Analysis, Commercial Banking, Consumer Lending, Underwriting, Credit Risk, Small Business Lending
Education
Penn State University 1997 — 2001
Bachelors of Science, Business Management
The Pennsylvania State UniversityUniversity 1997 — 2001
BS, Business Management
Mulhaupt's Inc. January 2015 - Present
West Lafayette High School August 2002 - Present
Southern Wine & Spirits April 2011 - December 2014
Purdue Employees Federal Credit Union (PEFCU) March 2008 - December 2010
Wells Fargo Financial May 2007 - March 2008
Excel Group 2006 - 2007
Skills
Credit, Customer Service, Loans, Leadership, Sales, Marketing, Sales Management, Team Building, Coaching, Budgets, Event Planning, Teamwork
Education
Purdue University 2002 — 2007
BS, Selling and Sales Management
Wells Fargo Dealer Services April 2011 - Present
Citizens Bank November 2010 - April 2011
Wells Fargo Financial January 2004 - November 2010
Wells Fargo Financial March 2000 - December 2003
Wells Fargo Financial March 1999 - March 2000
Wells Fargo Financial August 1997 - March 1999
Skills
Mortgage Lending, Credit, Loans, Banking, Consumer Lending, Underwriting, Credit Analysis, Sales Management, Commercial Banking, Commercial Lending, Small Business Lending, Loan Origination, Coaching, Insurance, Refinance, Customer Service, Fixed Annuities, Financial Analysis, Team Building, Relationship Management, Sales, Training, Recruiting
Education
Providence College 1997 — 2000
MBA, Business Administration
Rhode Island College 1993 — 1997
Bachelor of Science, Management
American Chartered Bank February 2015 - July 2015
Wells Fargo Home Mortgage November 2012 - December 2014
Continental-Aero October 2010 - November 2012
Wells Fargo Financial June 1999 - October 2010
Bernard Welding May 1985 - February 1999
Skills
Mortgage Lending, Credit, Loans, Credit Analysis, Loan Origination, Consumer Lending, Underwriting, Refinance, Banking, Sales, FHA, Relationship Management, Sales Management, Consultative Selling, Account Management, Sales Presentations, VA Loans, New Home Construction, Home Equity Lines of..., Customer Service, Customer Relations, Team Leadership, Management, Finance, Leadership, Mortgage Banking, Risk Management
Education
Purdue University 2002 — 2006
Associates Degree, Business
Purdue University Calumet 2002 — 2006
Associates, Business
Fidelity Investments May 2012 - Present
shoe startup 2012 - 2013
Boutique Week LLC August 2010 - December 2010
Wells Fargo Financial 2010 - 2010
Caribbean Industrial Products August 2009 - December 2009
Skills
Excel, Word, PowerPoint, Microsoft Office, Outlook, Customer Service, Customer Relations, Administration, Budgeting, Spreadsheets, Access, Event Management, Teamwork, Public Relations, Time Management, Quickbooks, Social Media, Administrative Support, Data Entry, Accounting, Writing, Problem Solving, Scheduling, Telephone Skills, Typing, Public Speaking, Social Media Marketing, Strategic Planning, Economics
Education
Plymouth State University 2008 — 2010
B.S. Business Administration
University of New Hampshire 2007 — 2009
Associate's of Applied Science
Ernst & Young March 2013 - Present
Tabla Shoring Construction Systems November 2012 - January 2013
Mercedes-Benz Canada 2011 - 2012
U.S. Commercial Service (U.S. Consulate General) 2010 - 2010
Wells Fargo Financial 2009 - 2010
Skills
Financial Analysis, Financial Reporting, Process Improvement, Microsoft Excel, PowerPoint, SAP, Analysis, Accounting, Time Management, Microsoft Office, Business Analysis, Teamwork, Business Strategy, Finance, Leadership
Education
Certified Management Accountants of Ontario 2012 — 2014
Certified Management Accountant (CMA)
Queen's University 2011 — 2012
Master of Business Administration (MBA)
University of Ontario Institute of Technology (UOIT) 2005 — 2008
Bachelor of Commerce (B.Comm), Honours
Macerich August 2006 - Present
Pyramid Management Group November 2004 - August 2006
Davis Vision March 2004 - November 2004
Wells Fargo Financial March 1998 - September 2003
Skills
Property Management, Contract Negotiation, Leases, Budgets, Commercial Real Estate, Shopping Centers, Tenant, Management, Negotiation, Marketing, Strategic Planning, Construction, Real Estate Development, Real Estate, Forecasting, Property, Lease Administration, Real Estate Transactions, Lease Negotiations, Corporate Real Estate, Asset Management, Location Intelligence, Real Estate Economics
Education
Penn State University 1992 — 1996
Bachelor of Science
Lindberg Insurance Group September 2013 - Present
Wells Fargo Advisors February 2011 - September 2013
Wells Fargo Financial 2006 - 2010
Skills
Microsoft Office, Team Building, Customer Service, Insurance, Community Outreach, Loans, Sales
Education
Pittsburg State University
BlueCross BlueShield of South Carolina October 2014 - Present
Staff Zone September 2013 - August 2014
Manpower April 2010 - September 2013
Clear Talk Wireless November 2009 - April 2010
Comfort Suites November 2008 - November 2009
Wells Fargo Financial November 2007 - July 2008
Enterprise Rent-A-Car January 2006 - October 2007
Skills
Customer Service, Recruiting, Payroll, Sales, Management, Training
Education
Presbyterian College 2001 — 2005
Bachelor's of Science, Business Administration
JP Morgan Chase 2014 - Present
Wells Fargo Financial December 2011 - May 2014
Merrill Lynch March 2010 - December 2011
Education
Penn State University 2005 — 2009
Wells Fargo Financial January 2006 - Present
GMAC/Homecomings Financial April 2002 - December 2006
Chase Mortgage / Advanta Mortgage April 2000 - April 2002
Skills
Loan Servicing, Process Improvement, Credit, Skip Tracing, Risk Management, Underwriting, Analysis, Negotiation, Portfolio Management, Financial Services, Team Building, Credit Analysis, Credit Cards, Consumer Lending, FDCPA, Loans, Customer Service, Relationship Management, Financial Analysis, Mortgage Lending, Finance, Customer Satisfaction, Loan Origination, Banking, Loss Mitigation, Mortgage Banking, Credit Risk, Commercial Lending, Insurance, Operational Risk, Microsoft Excel, Financial Risk, Call Centers
Education
Penn State University 1991 — 1996
Bachaelor of Science, Labor and Industrial Relations / Human Resources