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
GAF June 2014 - Present
Chase April 2013 - July 2014
Wells Fargo Home Mortgage December 2010 - April 2013
Wells Fargo Financial June 2009 - December 2010
Education
Rowan University 2005 — 2009
Bachelor's Degree, Finance
Bergen County Law and Public Safety Institute 2005 — 2005
NJ Firefighter 1
Wayne Hills High School
High School
HomeAway.com March 2015 - Present
HomeAway.com February 2013 - February 2015
Facebook October 2011 - January 2013
VMware April 2011 - October 2011
VMware October 2010 - April 2011
VMware July 2009 - October 2010
VMware May 2007 - June 2009
Courtesy Mortgage January 2007 - May 2007
Wells Fargo Financial July 2003 - December 2006
Skills
Cold Calling, Strategic Sourcing, Technical Recruiting, Sales Recruitment, Account Management, Leadership Recruiting, Technical Sourcing, Sales Sourcing, Passive Recruiting, Working With Hiring..., Mentoring, Building Relationships, Recruiting, Business Development, Vendor Management, Sales, Contract Recruitment, Internet Recruiting, Sourcing, Onboarding, Sales Operations, Leadership, Hiring, Solution Selling, Temporary Placement, Management, Talent Acquisition, Screening, Strategy, Executive Search, Benefits Negotiation, Search, Cloud Computing, Employee Benefits, SDLC, E-commerce, Start-ups, Employee Relations, CRM, Staffing Services, Talent Management, Interviews, Human Resources, Training, Enterprise Software, Screening Resumes, Applicant Tracking..., College Recruiting
Education
San Diego State University-California State University 1997 — 2002
BS, Financial Services
Liberty Mutual Insurance October 2010 - Present
Liberty Mutual Insurance January 2010 - December 2010
Liberty Mutual Insurance April 2009 - January 2010
HSBC Consumer Lending Division September 2002 - April 2009
Beneficial/HSBC October 2001 - August 2002
TD Banknorth June 2001 - September 2001
Prudential Securities October 1998 - May 2001
Countrywide Home Loans February 1998 - September 1998
Wells Fargo Financial May 1997 - February 1998
Skills
Insurance, Mortgage Lending, Sales Management, Financial Services, Mortgage Marketing, Consumer Lending, Sales, Underwriting, Life Insurance, Fixed Annuities, Account Management, Customer Service, Finance, Credit, Leadership, Time Management, Investments, Term Life Insurance, Customer Retention
Education
Rhode Island College 1993 — 1997
Bachelors, Business Management
Wells Fargo Home Mortgage July 2015 - Present
Amedica Corporation August 2012 - November 2014
Listen Technologies Corporation September 2006 - August 2012
Comair February 2003 - July 2006
Wells Fargo Financial January 2002 - December 2002
Skills
Fluent in German, Fluent in Bosnian, Sales Management, Sales, Customer Service, Account Management, New Business Development, Training, Product Management, Selling, Product Marketing, Sales Operations, Product Development, B2B, Management, Direct Sales, Sound, AV, Forecasting, Process Improvement, Consumer Electronics, Budgets, Business Development, Product Launch, Marketing Strategy, Trade Shows, Team Leadership, Team Building, Customer Retention, Key Account Management, Leadership, Telecommunications, Video Conferencing, Manufacturing, Negotiation, Marketing, Strategic Planning, Sales Process, CRM, Cross-functional Team..., Strategic Partnerships, Business Planning, International Sales, Business Strategy, Competitive Analysis
Education
Salt Lake Community College 2007 — 2009
Associates in Arts
Highland High School 1999 — 2000
Aims Community College March 2015 - Present
Northern Colorado Rehabilitation Hospital December 2013 - March 2015
Swift Communications/Greeley Tribune January 2013 - November 2014
American AgCredit May 2010 - September 2013
Mountain Plains Farm Credit Services October 2008 - May 2010
Mark Young Construction, Inc. February 2006 - October 2008
Wells Fargo Financial April 2005 - February 2006
Skills
Credit Analysis, Financial Analysis, Loans, Financial Modeling, Underwriting, Credit, Risk Management, Banking, Commercial Banking, Commercial Lending, Valuation, Small Business Lending, Finance, Portfolio Management, Analysis, Speech Writing, Public Speaking, Social Media Marketing, Social Media, Writing, Interpersonal..., Creativity, Accounting, Accounts Payable
Education
Regis University 2007 — 2009
MBA, Accounting & Finance
University of Northern Colorado 2001 — 2005
Business Administration, Finance
VMware February 2015 - Present
VMware October 2013 - February 2015
DLT Solutions September 2010 - October 2013
Wells Fargo Financial April 2010 - September 2010
Cogent Communications 2009 - 2010
Skills
Cold Calling, Sales Operations, New Business Development, B2B, Direct Sales, Enterprise Software, Sales, Sales Process, Salesforce.com, Selling, Solution Selling, Trade Shows
Education
Radford University - College of Business and Economics 2005 — 2009
BS Business Administration, Management
Wells Fargo Financial March 2005 - 2013
TJ Maxx November 1996 - May 2002
Skills
Credit, Banking, Portfolio Management, Online Help, Job Coaching, Leadership, Retail, Retail Banking, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Lines Of Credit, Leadership Development, Employee Training, Data Entry, Deposits, Customer Service, Customer Satisfaction, Customer Retention, Cross Selling, Credit Cards, Coaching, Call Center, Business, Financial Services, Telephone Skills, Access, Analysis, Analytics, Budgets, Business Analysis, Career Development, Cash Flow, Finance, Financial Analysis, Financial Advisory, Insurance, Inventory Management, Investments, Outlook, Payments, Sales, Training
Education
Saint Leo University 2011 — 2013
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General
Radford University - College of Business and Economics 1998 — 2002
Bachelor of Business Administration (B.B.A.), Computer/Information Technology Administration and Management
Full Sail University November 2013 - Present
Full Sail University July 2010 - Present
DialAmerica Marketing April 2007 - July 2010
Wells Fargo Financial 2005 - 2007
Skills
Coaching, Marketing, Social Media Marketing, Sales, Leadership, Higher Education, Customer Service, Strategy, Budgets, Training, Social Media, Management, Team Leadership, Social Networking, Student Financial Aid, Public Speaking, Event Planning
Education
Saint Leo University 2000 — 2004
Bachelors, International Relations
Saint Leo University 2000 — 2004
Bachelor of Arts (B.A.), International Relations and Affairs
Wells Fargo Home Mortgage December 2014 - Present
Wells Fargo December 2013 - December 2014
Wells Fargo Home Mortgage May 2012 - December 2013
Wells Fargo Bank June 2010 - May 2012
Wells Fargo 2010 - 2010
Wells Fargo Financial 2009 - 2010
Skills
Mortgage Lending, Credit, Customer Satisfaction, Management, Loans, Finance, Training, Access, Banking, Budgets, Credit Analysis, Customer Service, Financial Analysis, Leadership, Loss Mitigation, Portfolio Management, Risk Management, Sales
Education
Randolph-Macon College 2003 — 2008
BA, Sociology
Medtronic November 2011 - Present
Covidien April 2007 - November 2011
Wells Fargo Home Mortgage April 2006 - April 2007
Wells Fargo Financial April 2005 - April 2006
Wells Fargo Financial June 2003 - April 2005
Skills
Capital Equipment, Medical Devices, Market Development, Product Launch, Operating Room, Disposables, Sales Operations, Sales Management, Surgeons, Urology, Sales Force Development, Cardiology, Account Management, Management
Education
Roberts Wesleyan College 1999 — 2003
Bachelor's Degree, Marketing + Minor in Management, 3.5
ARAMARK October 2011 - Present
Darden Restaurants May 2007 - November 2011
Wells Fargo Financial May 2007 - May 2007
Signature Financial Partners, LLC a member of John Hancock Financial Network September 2003 - July 2006
Skills
Profit & Loss Management, Serve safe cert, Sales Management, Culinary Manager, Sales Order Processing, Organizational..., Organizational..., Community Outreach, Customer Service, Service Management, Employee Hiring, Training & Development, Customer Satisfaction, Employee Training, Financial Analysis, Hiring, Leadership, Process Improvement, Recruiting, Management, Microsoft Excel
Education
Rider University 1999 — 2003
Batchlor Science, Finance
Loomis, Sayles & Company September 2013 - Present
AllianceBernstein July 2011 - August 2013
Prudential Prime Properties August 2010 - July 2011
Wells Fargo Financial May 2010 - September 2010
Education
Salve Regina University 2006 — 2010
BA, International Studies, Foreign Language, Global Business & Economics
American University of Rome 2008 — 2009
International Business, Marketing Communications
Equity Bank January 2013 - May 2013
Bank of the West November 2008 - January 2013
Parker & Lynch August 2007 - October 2008
Wells Fargo Financial June 2004 - August 2007
Cerner Corporation June 2003 - May 2004
Skills
Loans, Account Management, Sales, Customer Service, New Business Development, Banking, Financial Analysis, Sales Management, Relationship Management, Cold Calling
Education
Rockhurst University 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Rockhurst University 2000 — 2004
Minor, Marketing
Hofstra North Shore-LIJ School of Medicine July 2014 - Present
Hofstra North Shore-LIJ School of Medicine September 2013 - July 2014
Hofstra North Shore-LIJ School of Medicine October 2010 - September 2013
Wells Fargo Financial May 2010 - September 2010
Single Digits, Inc. January 2010 - May 2010
Robert Walters June 2009 - August 2009
Robert Walters June 2008 - August 2008
Skills
QuickBooks, Accounting, Financial Analysis, Financial Accounting, Financial Statements, Finance, Budgets, Customer Service, Microsoft Office 2010, Microsoft Excel, Bloomberg Terminal, Bloomberg, Analysis, Time Management, Marketing, Research, Data Analysis, PowerPoint, Social Media, Microsoft Word, Management, Public Speaking, Event Planning, Social Networking, Sales, Microsoft Office
Education
Frank G. Zarb School of Business at Hofstra University 2011 — 2014
MBA, Finance
Frank G. Zarb School of Business at Hofstra University 2013 — 2013
The Hofstra In Beijing and Shanghai Program, Study Abroad
Saint Anselm College 2006 — 2010
Bachelor of Arts (BA), Accounting
Richmond-The American International University in London 2009 — 2009
Study Abroad
Kellenberg Memorial High School 2002 — 2006
Digital Risk March 2013 - March 2014
Bank of America May 2009 - February 2013
EverBank February 2004 - April 2009
Wells Fargo Financial April 1994 - January 2002
Skills
Sales Management, mortgage sales, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Strategic Planning, Budgets
Education
Salisbury University 1988 — 1992
BA, History
Addison Group February 2014 - Present
Addison Group April 2012 - February 2014
Charter One Bank September 2010 - April 2012
Wells Fargo Financial August 2009 - July 2010
Skills
Management, Sales, Customer Service, Leadership, Cold Calling, Business Development, Recruiting, Account Management, Training, Contract Negotiation, Vendor Management, Program Management
Education
Saint Xavier University 2005 — 2009
Marketing, Business
Wells Fargo Financial May 2011 - Present
Verizon 2003 - 2009
Skills
Call Centers, Training, Team Building, Team Leadership, Telecommunications, Microsoft Excel, Coaching, Microsoft Office, PowerPoint, Banking, Financial Services, SharePoint, Credit, Relationship Management, Credit Risk, Microsoft Word, Time Management, Leadership Development, Customer Service, Vendor Management, Process Improvement, Customer Retention, Business Analysis
Education
Radford University 1988 — 1992
Bachelor of Business Administration (BBA), Finance, General
BB&T March 2015 - Present
The Automotive Connection June 2014 - November 2014
Wells Fargo November 2013 - June 2014
Wells Fargo Financial June 2009 - October 2013
Check Into Cash August 2008 - June 2009
StellarOne Bank February 2006 - August 2008
Skills
People Management, Teaching, Training & Development, Microsoft Excel, Public Speaking, PowerPoint, Coaching, Management, Customer Service, Employee Training, Sales, Finance, Team Building, Strategic Planning, Social Media, Microsoft Office, Microsoft Word, Loans, Leadership, Customer Satisfaction, Budgets, Advertising
Education
Radford University 2002 — 2004
Inter-Disciplinary Studies, Mathematics and Elementary Education
Virginia Highlands Community College 2000 — 2002
Associate of Arts and Sciences (AAS), Education
Home Loan Zone, Inc. July 2014 - Present
Sierra Pacific Mortgage Company, Inc. April 2014 - July 2014
Tidewater Home Mortgage Group October 2009 - April 2014
Wells Fargo Financial July 2008 - September 2009
SunTrust Mortgage January 2008 - May 2008
Skills
Mortgage Lending, Financial Analysis, Credit, Marketing, Finance, Sales, Real Estate, Investments, First Time Home Buyers, FHA, USDA Rural Housing, Investment Properties, Real Estate Transactions, Condos, Townhomes, Income Properties, Jumbo Mortgage, VA loans, New Home Construction, Loans, Refinance, VA Loans
Education
Salisbury University 2003 — 2008
BS, Marketing
Salisbury University - Perdue School of Business 2003 — 2008
BS, Marketing
Freedom One Funding 2002 - Present
Conseco Finance 1998 - 2002
Wells Fargo Financial 1989 - 1998
Skills
Residential Mortgages, Refinance, FHA, Purchase, First Time Home Buyers, Mortgage, Mortgage Lending, Real Estate, Residential, Investment Properties, Mortgage Industry, Loan Origination, Banking, Small Business, Mortgage Banking, Residential Homes, Leadership, Sales, Loans, Credit
Education
Saint Bonaventure University 1984 — 1988
Bachelors of Business Administration, Finance
Shaker High School
Shaker High School
Shaker High School
Grainger February 2014 - Present
Paychex 2012 - January 2014
Wells Fargo Bank August 2010 - 2011
Wells Fargo Financial September 2008 - August 2010
Wells Fargo Financial July 2007 - September 2008
Wells Fargo Financial August 2006 - July 2007
Wells Fargo Financial February 2006 - August 2006
Skills
New Business Development, Leadership, Result Oriented, Banking, Credit, Underwriting, Mortgage Lending, Credit Analysis, Risk Management, Loans, Financial Analysis, Relationship Management, Consumer Lending, Loan Origination, Cross Selling, Mortgage Banking, Credit Risk, Refinance, Lines Of Credit, Financial Services, FHA, Residential Mortgages, Sales Management, Recruiting, Merchant Services, Branch Management, Management, Sales, Sales Process, CRM
Education
Rutgers University-New Brunswick 2000 — 2004
BA, Economics
Stevens Institute of Technology 2000 — 2001
Wilmington Trust 2010 - Present
University of Rochester 2009 - 2010
US Trust, Bank of America Private Wealth Management 2007 - 2009
Axa Advisors, LLC 2004 - 2007
ConAgra Foods 1985 - 2005
Farm Credit Services of America 1982 - 1985
Wells Fargo Financial 1981 - 1982
Skills
Financial Advisory, Creative Writing, Estate Planning, Financial Planning, Financial Management, Wealth Management, Investments, Employee Benefits, Strategic Financial..., Managerial Finance, Finance
Education
Saint Bonaventure University 1977 — 1981
B.S. Economics, Finance
Morris Catholic
Morris Catholic
ICON plc 2014 - Present
TMNA Services, LLC July 2012 - Present
Philadelphia Insurance Companies 2009 - Present
PointRoll June 2008 - October 2008
Wells Fargo Auto Finance June 2006 - June 2008
Wells Fargo Financial 2006 - 2007
Skills
Business Analysis, Management, Business Process, Six Sigma, Project Management, Operations Management, Customer Service, Mergers & Acquisitions, Time Management, Vendor Management, SDLC, Process Improvement, Visio, Business Intelligence
Education
Saint Joseph's University 2007 — 2008
MBA, Finance
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2008
MBA, Finance, Accounting, Operations
Temple University 1999 — 2003
BA, Human Resources
Regions Bank February 2006 - Present
Wells Fargo Financial June 2003 - January 2006
Skills
Credit, Banking, Small Business Lending, Commercial Banking, Customer Service, Consumer Lending, Loans, Sales Management, Management, Business Development, Mortgage Lending, Lines Of Credit, Credit Analysis, Underwriting, Commercial Lending, Loan Origination, Credit Risk, Sales, Retail Banking, Mortgage Banking, Financial Analysis
Education
Rockhurst University 1999 — 2003
BSBA, Business Management & Marketing
Re/Max professionals Mortgage SpecialistVERICO One Link MortgageApril 2012 - April 2014
HSBC August 2008 - March 2012
Wells Fargo Financial May 2004 - July 2008
Skills
Investment Properties, Banking, Real Estate, Condos, Residential Homes, Investors, Sales, Customer Service, Rentals, Negotiation, Sellers, Loans, Single Family Homes, Refinance
Education
CAAMP
Red River College
Heffernan Insurance Brokers July 2015 - Present
Menlo Circus Club July 2014 - July 2015
Round Hill Country Club March 2008 - July 2014
Round Hill Country Club May 2007 - February 2008
Moraga Country Club April 2005 - April 2007
Wells Fargo Financial September 2004 - February 2005
Skills
Employee Relations, Payroll, Talent Management, Employee Benefits, Business Strategy, Customer Service, Onboarding, New Hire Orientations, Human Resources, HRIS, Compensation & Benefit, Benefits Design, Benefits Administration, Management Training..., Retirement Benefits, Recruiting, Human Resource..., Strategic Planning, Communication Skills, Performance Management, Hiring Practices, Legal Compliance, Safety Training Programs, Labor Relations, Deferred Compensation, Management, Leadership, Hiring, Training
Education
St. Mary's College of California 2004 — 2006
B.A., Management
Sun West Mortgage Company December 2005 - Present
Wells Fargo Financial December 2007 - March 2011
Skills
Banking, Leadership, Mortgage Lending, Reverse Mortgages, Training, VA loans, FHA, Loan Origination, Refinance
Education
Saint Joseph's University - Erivan K. Haub School of Business 1994 — 1998
BS FOOD MARKETING, MARKETING & FINANCE
Children's Medical Center June 2012 - Present
Romano's Macaroni Grill July 2011 - July 2012
Cactus Taverna September 2010 - February 2012
The Greene Turtle September 2008 - July 2010
Wells Fargo Financial December 2007 - September 2008
Macky's Bayside Bar and Grill May 2006 - October 2007
Women Supporting Women February 2007 - May 2007
Tia's Tex-Mex May 2005 - June 2006
Skills
Healthcare, Pediatrics, Inpatient, Nursing, Cpr Certified, BLS, Patient Safety, Teamwork, Microsoft Word, Acute Care, Medical Terminology, Healthcare Management, Hospitals
Education
Salisbury University 2010 — 2011
BSN, Nursing
Salisbury University 2002 — 2007
BS, Mathematics
Salisbury University 2002 — 2007
BA, Spanish
Mardela High school
Corvid Technologies January 2015 - Present
Missile Defense Agency December 2011 - January 2015
Paradigm Technologies, Inc. September 2011 - December 2011
Paradigm Technologies, Inc. June 2011 - September 2011
Paradigm Technologies, Inc. August 2010 - June 2011
Paradigm Technologies, Inc. December 2009 - August 2010
Wells Fargo Financial June 2009 - December 2009
Skills
Analysis, Budgets, DoD, Finance, Financial Analysis, Government, Leadership, Managerial Finance, Program Management, Security Clearance
Education
Randolph-Macon College 2005 — 2009
Bachelor of Arts, Accounting
Bank of America March 2011 - Present
JPMorgan Chase September 2009 - February 2011
Washington Mutual September 2007 - August 2009
Wells Fargo Financial 2006 - 2007
GE Money June 2003 - February 2006
Skills
Business Analysis, Requirements Analysis, SDLC, Business Requirements, Project Management, Quality Center, Data Modeling, Requirements Gathering, Waterfall, Business Process..., SQL, Software Project..., Visio, Process Improvement, SharePoint, Business Process Design, Quality Assurance
Education
RMIT University 2002 — 2003
Masters, Applied Science (IT)
Pune University 1996 — 2000
Bachelors, Computer Engineering
Sierra Pacific Mortgage Company, Inc. May 2009 - Present
LifeConfident365 March 2009 - Present
HFPN (Health & Fitness Provider Network) December 2010 - December 2014
National Academy of Sports Medicine (NASM) December 2010 - December 2014
AXA Advisors May 2008 - January 2009
B.F. Saul Mortgage Company March 2007 - January 2008
New Century Mortgage May 2004 - March 2007
Wells Fargo Financial December 2002 - May 2004
Skills
Personal Training, Lifestyle Coaching, Retirement Planning, Fitness, Risk Management, Sales, Public Speaking, Coaching, Leadership, Customer Service, Marketing, Training, Insurance, Strategic Planning, Social Media, Account Management, Sales Management, Event Planning, Team Building, New Business Development
Education
San Diego State University-California State University 1998 — 2002
Bachelor's, Finance
New Penn Financial, LLC July 2012 - Present
American Red Cross, Southeastern Pennsylvania Chapter 2010 - Present
GMAC / Ally Financial September 2010 - June 2012
Keystone Asset Management June 2008 - September 2010
Lehman Brothers/BNC mortgage 2007 - 2007
MLNUSA 2003 - 2007
Household Finance February 2002 - January 2003
Wells Fargo Financial January 2000 - January 2002
Skills
Mortgage Lending, Loans, Mortgage Banking, Residential Mortgages, Credit, Refinance, Loan Origination, Underwriting, Loan Servicing, Investments, FHA, Credit Analysis, Portfolio Management, Asset Management, REO, Loss Mitigation, USDA, Real Estate, Short Sales, Mortgage Underwriting, Mortgage Servicing, Real Estate Economics, Real Estate Financing, Consumer Lending, Investment Properties, Commercial Lending
Education
Rutgers, The State University of New Jersey-Camden 2000 — 2005
BS, Finance
Lenders Compliance Group January 2009 - Present
Indymac Bank, F.S.B. April 2007 - October 2008
The New York Mortgage Company, LLC 2004 - April 2007
Wells Fargo Financial February 2001 - January 2003
Conseco September 1998 - February 2001
FINOVA Capital Corporation March 1987 - September 1998
TRW Cust. Serv. Div. 1975 - 1987
Skills
Mortgage Lending, Mortgage Banking, Process Improvement, Vendor Management, Disaster Recovery, Integration, Security, Risk Management, Data Center, Project Management, Software Documentation, Business Analysis, Credit, Program Management, Portfolio Management, Finance, Banking, Software Project..., Help Desk Support, Information Technology, Leadership, Management, SDLC, Technical Support, Mergers & Acquisitions, IT Management, Executive Management, IT Strategy, Operations Management, Network Security, Business Process..., Visio, Call Centers, Business Process, IT Operations, CRM, Enterprise Architecture, PMO, Business Intelligence, ITIL, Financial Services, SharePoint, Outsourcing, Loans, Consulting, Business Requirements, Requirements Gathering, Business Process..., IT Service Management, PMP
Education
Ramapo College of New Jersey
Bozzuto February 2015 - Present
BH Management Services, LLC May 2014 - February 2015
The Bozzuto Group May 2012 - May 2014
The Bozzuto Group March 2011 - November 2012
The Bozzuto Group January 2009 - March 2011
Wells Fargo Financial June 2008 - December 2008
Skills
Sales, Financial Analysis, Customer Service, Selling, Finance, Banking, Cold Calling, Marketing, Negotiation, Budgets, Account Management, Microsoft Excel, Management, Training, Contract Negotiation, Sales Management, Accounts Payable, Accounting, Apartments, Social Media, Leases, Real Estate, Analysis, Market Research, New Business Development, Team Building, Marketing Strategy, Social Networking, Social Media Marketing, Microsoft Office, Residential Homes, Event Planning, Microsoft Word, Yardi, Invoicing, Lease Administration, Rentals, Real Estate Transactions, Property Management, Recruiting, Human Resources, Investment Properties, Sales Presentations, Advertising, Leadership
Education
University of Maryland University College 2012 — 2014
Masters, Business Administration
Salisbury University 2005 — 2008
Marketing and Communications, Minor in Graphic Design
Dematha Catholic Highschool 1999 — 2002
Banking Professional Looking for New Opportunity May 2011 - August 2012
Wells Fargo Financial April 2001 - May 2011
Wells Fargo Financial August 2000 - April 2001
Wells Fargo Financial September 1998 - August 2000
Education
Rutgers University-New Brunswick 1994 — 1998
BS, Finance
RUTGERS UNIVERSITY SCHOOL OF BUSINESS
Diversified Wealth Management August 2010 - Present
Aspire Vending, LLC June 2011 - Present
Aspire Insurance Consultants May 2009 - Present
AXA Financial 2003 - July 2010
AXA Advisors, LLC January 2005 - December 2009
community national bank 2001 - 2002
TCF Bank September 2000 - January 2001
TCF 1999 - 2001
Wells Fargo Financial June 1999 - July 2000
Norwest Financial 1999 - 2000
Skills
Wealth Management, Investments, Income distribution..., Advanced insurance..., Sophisticated...
Education
Saint John's University 1995 — 1999
BA, Management
Minnesota Premier Publications December 2011 - Present
Knuttila Consulting December 2010 - December 2014
Cheerful Givers February 2009 - April 2011
H&H Marketing January 2010 - July 2010
Wells Fargo October 2007 - December 2009
Wells Fargo Financial July 2004 - October 2007
Skills
Social Media, Event Planning, Public Relations, Customer Service, Strategic Communications, Creative Problem Solving, Event Marketing, Organizational..., Strategic Planning, Business Strategy, Strategy Development, Listening Skills, Account Management, Advertising, New Business Development, Cross Selling, Team Building, Team Leadership, Sales Management, Customer Satisfaction, Project Coordination, Blogging, Sales Presentations, Marketing Communications, Email Marketing, Writing, B2B, Brand Development, Strategy, Marketing Strategy, Leadership, Sales, Facebook, Training, Fundraising, Problem Solving
Education
Saint Mary's University of Minnesota 2000 — 2004
Marketing, Public Relations
Patterson Dental October 2013 - October 2014
Lely High School August 2010 - October 2013
Florida Gulf Coast University November 2009 - August 2010
Materialise June 2007 - October 2009
Silver Knight Sales & Marketing July 2004 - June 2007
The Ohio State University January 2005 - May 2005
Wells Fargo Financial February 2004 - July 2004
The Ohio State University October 2000 - June 2003
Skills
Event Planning, Event Management, Marketing, Strategic Planning, Territory Management, Sales, Management, Office Administration, Logistics, Sports Management, Dental Software, Dental Sales, Sports Coaching, Fundraising, Sales Force Development, Leadership, Sales Process, Medical Devices, Sales Operations, Customer Service, Account Management, Cold Calling
Education
The Ohio State University 2000 — 2002
MA, Sport Management
Salisbury University 1997 — 2000
BA, Communications
MuseAmi, Inc. November 2013 - Present
Group Outcome LLC December 2007 - November 2013
Wells Fargo Financial 2006 - 2007
Skills
Financial Modeling, Mergers & Acquisitions, Equities, Financial Analysis, Investments, IPO, Business Strategy, Strategy, Start-ups, Entrepreneurship, Financial Reporting, Business Development, Strategic Planning, Strategic Financial...
Education
Rider University 2002 — 2006
Bachelor of Business Administration (BBA), Finance
Fulton Bank December 2011 - Present
Sovereign Bank January 2010 - November 2011
Wells Fargo Financial November 2005 - September 2009
Skills
Banking, Retail Banking, Management, Consumer Lending, Small Business Lending, Commercial Lending, Loans, Credit, Credit Analysis, Business Relationship..., Relationship Management, Branch Banking, Investments, First Time Home Buyers, Mortgage Lending, Commercial Banking, Loan Origination, Refinance, Lines Of Credit, Cross Selling, Mortgage Banking, FHA, Residential Mortgages, Deposits, Home Equity Loans, Underwriting, Credit Cards, FHA financing, Portfolio Management
Education
Salisbury University 2002 — 2005
BMO Harris Bank January 2014 - Present
Associated Bank September 2010 - January 2014
Wells Fargo Financial December 2003 - September 2010
Northwestern Mutual May 2002 - December 2003
Skills
Customer Relations, Retail, New Business Development, Microsoft Office, Commercial Banking, Customer Service, Real Estate, Sales, CRM, Management, Business Development, Retail Banking, Finance, Small Business Lending, Loans, Banking, Leadership, Credit
Education
Ripon College 2000 — 2004
Business Management and Economics
Appleton East
Springleaf Financial Services September 2015 - Present
Springleaf Financial Services November 2014 - September 2015
Trean Reinsurance Services September 2013 - November 2014
Prudential Financial April 2012 - September 2013
Guy Carpenter & Company, LLC November 2005 - April 2012
Ajilon 2005 - 2005
Wells Fargo Financial 2003 - 2005
AmeriCredit 2001 - 2003
Chrysler Financial 1995 - 2001
Skills
Banking, Strategic Planning, Credit Analysis, Risk Management, Reinsurance, Insurance, Property & Casualty..., Underwriting, Loans, Financial Analysis, Relationship Management, Portfolio Management, Process Improvement, Credit, New Business Development, Financial Risk, Accounting
Education
Saint Mary's University of Minnesota 1997 — 1999
MA, International Business
Saint Mary's University of Minnesota 1991 — 1995
Bachelor of Arts (B.A.), International Business
Totino Grace
Business Flooring, Inc. July 2008 - Present
Wells Fargo Financial June 2005 - July 2008
SubRunners July 2001 - September 2005
Skills
Accounting, Marketing, Microsoft Applications, Sage Peachtree, Loans, Banking, Cash Management, AIA billing, Billing Systems, Financial Reporting, Payroll, Auditing, Invoicing, Accounts Receivable, Peachtree, Accounts Payable
Education
Salisbury University - Perdue School of Business 2000 — 2005
(2) Bachelors, Business Admin & Marketing, Deans List 4 years
Lansowne High Academy of Business & Finance 1997 — 2000
High School Degree & Certificate, Business & Finance, Top 10% of Graduating Class
FCMS, CYSSC June 2010 - Present
Evron Computer Systems Corp. January 2008 - May 2010
Wells Fargo Financial December 2000 - January 2008
Skills
Business Analysis, Integration, Business Intelligence, Business Development, Business Process, Requirements Analysis
Education
Ryerson University 1992 — 1996
BAA, Administration and Information Management
Shamrock Financial May 2011 - Present
Province Mortgage Associates July 2007 - April 2011
Wells Fargo Financial July 2003 - May 2006
Banana Republic 1995 - 2000
Express 1987 - 1995
Education
Rhode Island College 1986 — 1991
BS, Management
St. Mary's Academy-Bay View 1978 — 1984
API Healthcare April 2015 - Present
PRIMA Cinema, Inc. April 2012 - April 2015
PRIMA Cinema, Inc. April 2012 - June 2013
Cal State San Marcos September 2011 - May 2012
TrendSource, Inc. April 2006 - August 2010
Wells Fargo Financial April 2008 - June 2008
Skills
Agile Methodologies, Microsoft Office, Java, MySQL, Perl, JavaScript, Ext JS, Linux, Programming, Continuous Integration, C++, Scrum, PKI, Subversion, Apache Ivy, DBix, Eclipse, XML, Web Services, Ant, Apache, Web Applications
Education
San Diego State University-California State University 2012 — 2014
Master of Science (M.S.), Computer Science
CSU San Marcos 2011 — 2013
M.S., Computer Science
University of California, Los Angeles 2001 — 2005
B.A., Psychology
Wells Fargo March 2014 - Present
Wells Fargo Bank July 2012 - March 2014
Wells Fargo February 2012 - July 2012
Wells Fargo Bank July 2009 - February 2012
Wells Fargo Financial August 2005 - July 2009
Skills
Credit, Credit Analysis, Portfolio Management, Loans, Financial Analysis, Commercial Banking, Underwriting, Finance, Financial Risk, Cash Management, Management, Business Development, Analysis, Commercial Lending, Risk Management
Education
Texas Woman's University 2008 — 2009
MBA, Business
Sam Houston State University 1996 — 2001
BBA, Finance
Department of National Defence December 2010 - Present
Quinte Health Care (QHC) October 2009 - Present
Wells Fargo Financial Corp Canada 2004 - September 2006
Wells Fargo Financial 2002 - 2004
Wells Fargo Financial (Retail Services) 2000 - 2002
Wells Fargo (Retail Private Label Credit Division) July 2000 - 2000
Canadian Tire Financial Services 1999 - 2000
Rapp Collins Worldwide 1997 - 1999
RAPP Collins Worldwide 1996 - 1997
GLOV-IT CONDOMS, Toronto 1994 - 1996
Skills
Strategic Planning, Analytics, Customer Service, Project Management, Team Building, Leadership, Business Development, Process Improvement, CRM, Management, Marketing, Sales, Advertising, Product Management, Marketing Strategy, Business Planning, Business Strategy, Training, Marketing Communications, Entrepreneurship, Finance, Product Development, Strategy, Human Resources, Coaching, Change Management, Healthcare, Customer Satisfaction, Risk Management, Corporate Communications, Leadership Development, Public Speaking, Start-ups, Program Management, Retail, Budgets, Analysis, Cross-functional Team..., Project Planning, Team Leadership, Vendor Management, Forecasting, Product Marketing, Integrated Marketing, Negotiation, Banking, Financial Services, Executive Management
Education
University of Toronto
BSc
Ryerson University
Zebra Pen Corp. August 2013 - Present
Zebra Pen Corp. January 2011 - July 2013
Zebra Pen Corporation September 2009 - December 2010
Q Research Solutions Inc. July 2006 - September 2009
Wells Fargo Financial July 2004 - July 2006
Skills
Promotions, Market Research, Retail, Advertising, Trade Shows, B2B, Email Marketing, Budgeting, Lead Generation, Marketing Strategy, Merchandising, Social Media Marketing, New Business Development, Sales Management, Competitive Analysis, Excel, Forecasting, PowerPoint, Public Relations, Word, Marketing Communications, Customer Relations, Microsoft Office, SEO, Consumer Insights, Event Management, Account Management, Social Media, Product Marketing, Online Marketing, Brand Development, B2B Marketing, Customer Insight, Microsoft Excel, Budgets, Marketing Research, Customer Service, Segmentation, Consumer Products, Product Development, Management, Cross-functional Team..., Salesforce.com, Business Development, Leadership, Market Analysis, Sales, Strategic Planning, Digital Strategy, Team Leadership
Education
Rowan University 2002 — 2004
B.S. Business Administration
Wells Fargo Financial June 1994 - Present
Skills
Banking, Credit, Customer Satisfaction, Customer Service, Loans, Mortgage Lending, Sales Management
Education
Saint Joseph's University
Bachelor's degree, Psychology
Insperity June 2015 - Present
Learning Tree International October 2011 - June 2015
Certification Partners January 2010 - October 2011
SkillSoft March 2008 - January 2010
RE/MAX Sherry Wilsons Team February 2006 - January 2008
Wells Fargo Financial September 2004 - July 2006
Skills
Sales, Salesforce.com, Sales Process, Solution Selling, Relationship Management, Training, Business Development, Direct Sales, Program Management, Account Management, Management, Strategic Planning, New Business Development, CRM
Education
Roanoke College 1999 — 2003
Bachelor’s Degree, Business Administration and Management, General
Notre Dame Academy
Quest Diagnostics August 2013 - Present
Bank of America October 2012 - August 2013
Bank of America September 2010 - November 2012
Wells Fargo Financial June 2009 - September 2010
Skills
Sales, Healthcare, Medical Sales, Leadership, Customer Experience, Hospital Sales, Genetics, Management, Training, Teamwork, Recruiting, Coaching, Time Management, Banking, Credit, Finance, Consulting, Analysis, Loans, Credit Analysis, Consumer Lending, Loan Origination, Small Business Lending, Commercial Banking, Commercial Lending, Project Management
Education
Saint Xavier University 2005 — 2009
Bachelor, Business Administration
Cherry Bekaert, LLC January 2015 - June 2015
M*Modal March 2011 - July 2012
Wells Fargo Financial March 2001 - November 2010
Skills
Team Building, Customer Service, Sales, Administrative..., Software Documentation, Visio, Employee Relations, Data Entry, Microsoft Office, Outlook, Leadership, Human Resources, Management, Administrative...
Education
Reinhardt University 1982 — 1984
ABA, Business Administration
Reinhardt University 1982 — 1984
ABA, Business Administration and Management, General
Rose and Womble Realty April 2013 - Present
Resort Management Inc - East Coast Surfing Championship January 2009 - Present
Dominion Enterprises November 2011 - March 2013
Seo Bounty April 2011 - July 2011
Ocean Breeze Waterpark May 2003 - April 2011
Independent Contractor 2009 - 2011
Wells Fargo Financial June 2009 - August 2009
Radford University 2007 - 2009
Cox Communications 2008 - 2008
Skills
Social Media Marketing, Corporate Blogging, Customer Service, Facebook Marketing, Facebook Fan Page..., Pinterest, Omniture, Oracle Applications, Newsletter Production, Copywriting, SEO, SEO copywriting, Social Skills, Supervising, Email Newsletter Design, Facebook, Marketing, Social Media, Blogging, Newsletters, Online Marketing, Advertising, CRM, Sales, B2B, Social Networking, Competitive Analysis, Management, Leadership, Online Advertising, Business Development
Education
Alpha College of Real Estate 2013 — 2013
Real Estate License, Real Estate
Radford University 2005 — 2009
B.B.A, Marketing
First Colonial High School 2001 — 2005
Sticks & Stuff July 2015 - Present
InventionWriter, LLC June 2012 - July 2015
Ocwen Loan Servicing June 2007 - June 2009
Wells Fargo Financial June 2005 - June 2007
Skills
Sales Management, Financial Management..., Food Service Operations, Patent Applications, Patent Searching, Financial Services, Community Outreach
Education
Roberts Wesleyan College 2000 — 2005
Bachelor of Science (BS), Criminal Justice
Covenant Bible Seminary 2015 — 2017
Master’s Degree, Biblical Studies
United Christian Bible Institute 2010 — 2011
Diploma, Bible/Biblical Studies
Gladstone Wealth Group July 2014 - Present
BNI Hawks November 2013 - Present
Fountainhead Capital Management - RIA February 2013 - July 2014
International Planning Alliance October 2011 - February 2013
Park Avenue Securities October 2011 - February 2013
David Lerner Associates, inc. December 2010 - October 2011
Wells Fargo Financial February 2009 - December 2010
Skills
Retirement Planning, Investments, Fixed Annuities, Estate Planning, Series 7, Finance, Disability Insurance, Financial Advisory, Financial Services, Life Insurance, Leadership, Management, Wealth, Securities, Sales, Insurance, Portfolio Management, Equities, Mutual Funds, Risk Management, Retirement, Accident, Deferred Compensation, Series 63, Asset Management, Succession Planning, Pensions, Investment Strategies, Wealth Accumulation, IRAs, Employee Benefits, Mortgage Lending, 401k, Financial Planners, Long-term Care, Strategic Financial..., Annuities, Asset Managment, Business Planning, Small Business, Asset Allocation, Investment Advisory, Health Insurance, Term Life Insurance, Wealth Management, Financial Risk, CRM, Investment Management, Entrepreneurship, Fixed Income
Education
Ramapo College of New Jersey 2004 — 2008
B.S., Business Management, Finance
Red Bank Regional
TASER International May 2015 - Present
Cision January 2013 - May 2015
Cision August 2010 - January 2013
Wells Fargo Financial December 2008 - August 2010
Skills
Online Advertising, CRM, Salesforce.com, Sales, Business Development, Social Media, Sales Process, Direct Sales, Account Management, Customer Retention, Sales Management, SaaS
Education
Salisbury University - Perdue School of Business 2007 — 2008
Master of Business Administration (M.B.A.)
Salisbury University - Perdue School of Business 2003 — 2007
Bachelor of Science (B.S.), Marketing
Guidance Residential April 2015 - April 2015
Fairfax County Government October 2013 - July 2014
PwC June 2013 - June 2013
Liberty Tax January 2013 - January 2013
Robert Half International November 2012 - December 2012
Wells Fargo Financial May 2010 - October 2011
Fairfax County Government May 2009 - August 2009
Hollywood Video August 2008 - December 2008
Fairfax County Government May 2007 - August 2007
Skills
Peachtree, Microsoft Office, Microsoft Excel, Access, Accounting, Customer Service, Banking, PowerPoint, Analysis, Data Analysis, Outlook, Strategic Planning, Microsoft Word, Data Entry, Financial Analysis, Research, Change Management, Team Building, Negotiation, Non-profits, System Administration, Forecasting, Accounts Payable, Tririga, Payroll, Risk Management, Event Planning, Marketing, Leadership, Contract Negotiation, Social Media, Public Speaking, Social Networking, Finance, Government
Education
Radford University - College of Business and Economics 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
Wells Fargo Financial July 2006 - Present
Education
Saint Mary's University of Minnesota 2014 — 2016
Bachelor of Science (B.Sc.), Accounting and Business/Management
Thrivent Financial February 2015 - Present
Thrivent Financial November 2013 - February 2015
Thrivent Federal Credit Union January 2013 - November 2013
Thrivent Federal Credit Union June 2012 - January 2013
Thrivent Financial Bank September 2010 - June 2012
Wells Fargo Financial April 2009 - September 2010
Wells Fargo Bank January 2008 - April 2009
Skills
Loans, Mortgage Lending, Customer Service, Finance, Microsoft Word, Microsoft Excel, Sales, Real Estate, Team Building, Loan Origination, Commercial Lending, Commercial Banking, Construction Loans, Credit, Consumer Lending
Education
Southeastern Louisiana University 2005 — 2007
Rochester Community and Technical College 2002 — 2005
CACI International Inc July 2015 - Present
General Dynamics - Ordnance and Tactical Systems October 2013 - April 2015
Leidos (formerly SAIC) October 2008 - October 2013
Wells Fargo Financial May 2008 - October 2008
Skills
Analysis, Forecasting, Procurement, Financial Analysis, Variance Analysis, Budgets, Management, Costpoint, Hyperion Enterprise, Data Analysis, Finance, FAR, Account Reconciliation, Process Scheduler, Microsoft Office, GAAP, Ad Hoc Reporting, Requirements Analysis, Journal Entries, Sarbanes-Oxley, Pivot Tables, Cash Flow, Earned Value Management, Financial Reporting, Deltek, Hyperion
Education
Radford University - College of Business and Economics 2005 — 2008
Bachelor of Business Administration (BBA), Finance
The George Washington University - School of Business 2009 — 2009
Managing Projects 2.15 continuing education units
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2003
Park Hyatt Chicago September 2012 - Present
ONE Salon & Spa October 2008 - September 2012
Wells Fargo Financial April 2006 - June 2008
Waleed's International Hair Design June 1997 - April 2006
Skills
Customer Service, Marketing, Event Planning, Sales Management, Event Management, Sales, Microsoft Office, Social Media, Training, Hospitality, Team Building, Strategic Planning, Relationship Management, Marketing Communications, Hotels, Hospitality Management, Customer Satisfaction, Hospitality Industry, Restaurants
Education
Roosevelt University 2009 — 2011
Master's degree, Hospitality and Tourism Management
University of Southern Indiana 2000 — 2005
Bachelor of Science (B.S.), Marketing
Rutgers University September 2008 - Present
Panzano & Partners, L.L.C. August 2012 - November 2012
Wells Fargo Financial 2011 - 2011
Skills
SPSS, Research, PowerPoint, Psychology, Microsoft Office, Public Speaking, Statistics, Microsoft Word, Microsoft Excel, Qualitative Research, Higher Education, Teaching, Data Analysis, Student Affairs, Student Leadership
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Arts (B.A.), Psychology, Sociology
Total Quality Logistics July 2007 - January 2014
Wells Fargo Financial April 2005 - April 2007
Skills
3PL, Logistics Management, Cold Calling, Recruiting, Logistics, Customer Service, Sales, Customer Satisfaction, Leadership, Supply Chain Management, Training, Transportation, Hiring, Account Management, Sales Management, New Business Development, Team Building, Contract Negotiation, Supply Chain, Management, Inventory Management, Time Management, Operations Management, Sourcing, Team Leadership, Process Scheduler, Trucking
Education
Robert Morris University
Wright State University
Netflix March 2015 - Present
eBay Inc June 2013 - February 2015
Convergys February 2009 - May 2013
Dialogue Marketing December 2006 - February 2009
Wells Fargo Financial 2004 - 2006
Discover Financial Services August 1997 - March 2004
Skills
Team Management, Training, Team Le, Collections, Customer Service..., Customer Service..., Customer Service..., Banking, Financial Services, BPO, Team Leadership, Business Process, Call Centers, CRM, Coaching, Customer Service, Start-ups, Vendor Management, Customer Satisfaction, Quality Assurance, Team Building, Credit, Customer Experience, Data Analysis, Interviews, Leadership, Management, Outsourcing, Time Management, Program Management
Education
University of Phoenix 2006 — 2008
Bachelor of Science of Business Administration/Finance
Salt Lake Community College 2000 — 2001
Associate of Communication
Supreme Lending August 2014 - Present
NOLA Lending Group October 2011 - August 2014
Wells Fargo Bank August 2010 - August 2011
Wells Fargo Financial June 1996 - August 2010
med corp mexico January 1995 - July 1996
Skills
Sales, People Development, Conflict Resolution, Retail, Executive Management, Mortgage Lending, Mortgage Banking, Loans, Credit, Underwriting, Consumer Lending, Banking, Investment Properties, Credit Analysis, Cross Selling, FHA, Finance, Leadership, Loan Origination, Management, Portfolio Management, Real Estate, Refinance, Residential Mortgages, USDA, VA loans, Investments, Commercial Lending, FHA financing, First Time Home Buyers, Customer Service, Sales Management, Residential Homes
Education
University of Phoenix Tampa Campus 1999 — 2001
masters, Organizational Management
Saint Leo University 1990 — 1994
marketing, Marketing/Marketing Management, General
Law Office of Frank L. Bütts September 2009 - Present
Catalyst Law Group February 2009 - September 2009
Wells Fargo Financial November 2007 - December 2008
Law Office of Geffen & Bütts, LLP January 2003 - December 2007
Law Office of Bütts & Associates July 1998 - December 2002
Law Office of Charles J. Jamison May 1994 - June 1998
Education
Thomas Jefferson School of Law 1992 — 1995
Juris Doctor
San Diego State University-California State University 1986 — 1990
B.A., Political Science; Minor, English
Lic. Real Estate Broker
California DRE
Bilingual Sisters LLC/dba Austin Glitterati September 2014 - Present
Visio Financial Services June 2013 - Present
Wells Fargo Financial October 2011 - February 2013
OneWest Bank February 2009 - October 2011
Ditech.com/GMAC Rescap May 2005 - October 2007
Greenlight Financial Services December 2002 - May 2005
Sprint PCS June 1999 - November 2002
Skills
Mortgage Lending, Loans, Mortgage Banking, Credit, Loan Origination, Banking, FHA, Underwriting, Sales, Credit Analysis, Refinance, Real Estate, Finance, Account Management, Financial Analysis, Call Center, Call Centers, Management, Software Documentation, USDA, Leadership, Executive Management, Customer Service, VA Loans, Residential Mortgages, Consulting, Insurance, Investment Properties, Investments, Analysis, Process Improvement, Sales Management, Marketing, Portfolio Management, Business Development, Negotiation, Financial Services, FHA Financing, Strategy, Short Sales, Real Estate Financing, Sales Operations, Team Building, Networking, First Time Home Buyers, Foreclosures, Mortgage Underwriting, Residential Homes, REO, Real Estate Transactions
Education
University of Phoenix 1999 — 2001
Bachelor of Science, Management
Saddleback College 1989 — 1992
Associate Degree, General Studies
Cadence Packaging Group February 2014 - Present
MediaSpace Solutions February 2012 - February 2014
Mediaspace Solutions August 2010 - January 2012
Wells Fargo Financial 2010 - 2010
Skills
Advertising, Social Media Marketing, Account Management, Salesforce.com, Marketing, Social Media, Sales, Media Planning, Online Advertising, Marketing Strategy, New Business Development, Marketing Communications, Digital Media, Market Research, Selling
Education
Saint John's University 2007 — 2010
Bachelor's, Business
Benilde St. Margaret's High School 2003 — 2006
Wells Fargo Financial May 2006 - Present
Wells Fargo July 1990 - May 2006
Skills
Banking, Risk Management, Insurance, Customer Service, Financial Services, Process Improvement, Job Coaching, Internal Communications
Education
Saint Joseph's University 2009 — 2013
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration
Katherine Gibbs School for criminal justice 2008 — 2009
Criminal Justice/Law Enforcement Administration
Oliver Insurance Agency Inc. May 2015 - Present
Jesse's Store, LLC 2012 - Present
Lever1 2013 - May 2015
ADP 2010 - 2012
Hub International (Acquired former Liberty Mutual Middle Market) 2005 - 2010
Wells Fargo Financial 2002 - 2005
Skills
Management, Team Building, New Business Development, Strategic Planning, Entrepreneurship, Sales Management, Sales, Financial Analysis, Recruiting, Finance, Marketing Strategy, Analysis, Sales Process, Continuous Improvement, Leadership Development, Negotiation, Budgets, Employee Training, Project Planning, Customer Service, Cold Calling, Employee Benefits, Time Management, Insurance, Forecasting, Small Business, Strategy, Product Development, Outsourcing
Education
Rockhurst University 2008 — 2010
Master of Business Administration (MBA)
Rockhurst University 1996 — 2000
BSBA, FINANCE / ECONOMICS
St Vincent High School 1992 — 1996
Farmers Insurance December 2011 - Present
Farmers Insurance December 2011 - Present
E*TRADE Financial August 2010 - Present
Better Trades January 2010 - June 2010
Wells Fargo Financial January 2009 - January 2010
SkyBox Grill & Arena October 2007 - January 2009
AAA Fair Credit Foundation August 2008 - December 2008
Education
Dec 2008 Westminster College
Bachelor of Science, Finance
Salt Lake Community College
Associate of Science
Southern Utah University
Randstad December 2013 - Present
Randstad December 2010 - December 2013
Wells Fargo Financial March 2003 - May 2009
Skills
Recruiting, Talent Acquisition, Applicant Tracking..., Marketing, Onboarding, Technical Recruiting, Internet Recruiting, Temporary Staffing, Temporary Placement, Employee Relations, Staffing Services, Talent Management, Sourcing, Human Resources, Interviews
Education
Salisbury University 1999 — 2002
Communications, Mass Media
Salisbury University 1999 — 2002
Bachelor of Arts (B.A.) , Mass Communication/Media Studies
JPMorgan Chase September 2011 - Present
Wells Fargo Bank April 2010 - September 2011
Wells Fargo Financial February 2003 - April 2010
Skills
Commercial Banking, Loans, Small Business Lending, Credit, Commercial Lending
Education
Sam Houston State University 2011 — 2013
MBA, Finance
The Pennsylvania State University 1998 — 2002
B.S., Finance
NBCUniversal, Inc. March 2015 - Present
NBCUniversal, Inc. March 2014 - March 2015
NBCUniversal, Inc. November 2012 - March 2014
Cooper Crouse-Hinds December 2009 - November 2012
Summit Options LLC & Summit ElderLodge Inc April 2009 - December 2009
Wells Fargo Financial November 2008 - June 2009
Harris RF Communications May 2007 - November 2007
Skills
Financial Modeling, Mergers, Forecasting, Process Improvement, Analysis, Mergers & Acquisitions, Management, Budgets, Finance, Business Strategy, Business Planning, New Business Development, Market Research
Education
Syracuse University - Martin J. Whitman School of Management 2015 — 2017
Master of Business Administration (MBA)
Rochester Institute of Technology 2004 — 2008
Business Administration, Finance
Mariner Finance November 2007 - Present
1st Mariner Bank November 2007 - November 2011
Wells Fargo Financial February 1998 - November 2007
Skills
Sales, Team Building, Customer Retention, Banking, Sales Management, Account Management, Business Development, Operations Management, Analysis, Profit, Consumer Lending, Leadership, Loans, New Business Development, Credit, Management, Mortgage Lending, Financial Analysis, Risk Management
Education
Quinnipiac University 1993 — 1997
BS, Business Management
Sallie Mae May 2013 - Present
Sallie Mae January 2012 - May 2013
Wells Fargo Bank 2005 - January 2012
Wells Fargo Financial 2003 - January 2012
Wells Fargo Auto Finance (Chester, PA) April 2005 - October 2011
Wells Fargo 2005 - 2011
MBNA June 1996 - March 2005
MBNA America 1996 - 2005
Skills
Vendor Management, Process Improvement, Portfolio Management, Internal Audit, Financial Analysis, Risk Management, Financial Services, Finance, Relationship Management, Retail Banking, Commercial Lending, Mortgage Banking, Loan Origination, AML, Financial Modeling
Education
Strayer University (DE) 2010 — 2012
Master of Business Administration (M.B.A.), Management
Salisbury University - Perdue School of Business 1989 — 1993
Bachelor of Arts (B.A.), Economics
Freddie Mac February 2006 - Present
Premiere Asset Services a division of Wells Fargo Home Mortgage January 2003 - February 2006
Wells Fargo Financial April 2001 - January 2003
Education
Salisbury University - Perdue School of Business 1998 — 2001
Admirals Bank November 2013 - Present
Linear Title & Closing June 2013 - November 2013
Bank of America July 2012 - June 2013
Bank of America November 2009 - July 2012
Option One Mortgage August 1999 - February 2008
Wells Fargo Financial September 1995 - August 1999
J Baker Inc 1993 - 1995
Skills
Training, Marketing Strategy, Negotiation, Customer Service, Loans, Customer Satisfaction, Call Centers, CRM, Microsoft Excel, Mortgage Lending, Banking, Credit, Financial Services, Customer Retention, Process Improvement, Mortgage Banking, Relationship Management, Loan Origination, Refinance, Real Estate, Residential Mortgages, Team Leadership, Credit Analysis, Mortgage Underwriting, Management, Time Management, Business Development, Strategy, Finance, Sales, Sales Management, Account Management, Analysis, Investments, FHA, FHA financing, VA loans, Underwriting, USDA, Sales Operations, New Business Development, Reverse Mortgages, Business Planning, Loss Mitigation, Selling, Insurance, FHA Financing, VA Loans
Education
Rhode Island College 1988 — 1993
Bachelor of Science, Business Management
LaSalle Academy 1984 — 1988
High School Diploma, General Studies
Holy Name School 1982 — 1984
Middle School Degree, General Studies
Charles Schwab July 2007 - Present
Insurance Technologies 2004 - 2007
Wells Fargo Financial 2004 - 2004
Sungard Insurance Systems (prev. System Innovations) 1995 - 2002
Prudential Financial 1988 - 1994
Skills
Annuities, Business Analysis, Requirements Analysis, Agile, PMP, RUP, Requisite Pro, iGrafx, Visio, Life Insurance, Agile Methodologies, SDLC, Insurance, Business Requirements, Requirements Gathering, Fixed Annuities, Business Process, Business Process Design, Financial Services, Waterfall, User Acceptance Testing, RequisitePro
Education
Rutgers, The State University of New Jersey-Newark 1989 — 1994
MBA, Management of Innovation and Technology
University of Colorado Boulder 1977 — 1982
BA, Economics, Communication
Wells Fargo Financial January 2011 - Present
Wells Fargo September 2006 - January 2011
Skills
Banking, Credit Analysis
Education
West Virginia University 2004 — 2006
Masters, Public Administration
Radford University 1999 — 2003
Regis Corporation July 2014 - Present
Delta Air Lines July 2013 - June 2014
Wells Fargo Home Mortgage December 2011 - June 2013
Land O'Lakes May 2011 - December 2011
Syngenta Seeds April 2008 - May 2011
Associated Financial Group November 2006 - April 2008
Wells Fargo Home Mortgage 2003 - 2007
Wells Fargo Financial 2000 - 2003
Skills
Finance, Process Improvement, Internal Audit, Testing, Analysis, Business Analysis, User Acceptance Testing, Requirements Gathering, Financial Analysis, Business Process..., Business Process, Access, Risk Management, Visio, Business Requirements, Project Management, Management
Education
Saint Mary's University of Minnesota 1995 — 1999
Bachelor of Arts (B.A.), Criminal Justice
Consolidated Electrical Distributors, Inc. July 2006 - Present
Wells Fargo Financial September 2005 - June 2006
Skills
Strategic Planning, New Business Development, Sales Management, Forecasting, Account Management, Team Building, Sales, Solar Energy, Business Strategy, Energy, Purchasing, Renewable Energy, Energy Efficiency, Contract Negotiation, Pricing, Business Development, Sales Operations, Business Planning
Education
University of California, Riverside 2003 — 2005
BS, Business
Riverside Community College 2001 — 2003
Gateway Funding November 2011 - Present
Wells Fargo Financial September 2010 - May 2011
Governor's Office of New Jersey 2000 - 2001
Education
Rowan University 1996 — 2001
wells fargo CLU 3Wells Fargo Auto Finance2002 - Present
Wells Fargo Auto Finance 2002 - Present
Wells Fargo Financial 2002 - Present
Education
Robert Morris University 1989 — 2004
Alliant Insurance Services January 2012 - Present
Alliant Insurance Services 2012 - 2014
Alliant Insurance Services 2012 - 2014
Alliant Insurance Services 2012 - 2014
Alliant Insurance Services 2012 - 2014
Wells Fargo Financial January 2008 - December 2012
Wells Fargo Insurance Services 2008 - January 2012
Zurich North America October 1999 - January 2008
Skills
Claim, Insurance, Underwriting, Brokers, Property & Casualty..., Commercial Insurance, Workers Compensation, Liability, Risk Management, Casualty, Legal Liability, Employee Benefits, Health Insurance, Benefits Administration, Account Management
Education
St. Mary's College of California 1989 — 1992
Bachelor's degree, Business Management
Foxridge Elementary
CIT August 2014 - Present
CIT Vendor Finance January 2002 - July 2014
Wells Fargo Financial 1997 - 2001
Skills
Credit, Asset Based Lending, Banking, Asset Management, Commercial Banking, Commercial Lending, Corporate Finance, Commercial Finance, Capital Markets, Business Development, Credit Analysis, Credit Risk, Finance, Financial Modeling, Financial Risk, Financial Services, Financial Structuring, Investments, Leadership, Loans, Portfolio Management, Mortgage Lending, Management, Relationship Management, Risk Management, Sales, Underwriting, Structured Finance, Solution Selling, Small Business Lending, Selling, Pricing
Education
Ramapo College of New Jersey
Twilley, Rommel & Stephens PA July 2004 - Present
Wells Fargo Financial June 2003 - July 2004
Skills
QuickBooks, Accounts Payable, Bookkeeping, Accounts Receivable, Accounting, Account Reconciliation, Financial Reporting, Microsoft Excel, Tax Preparation, General Ledger, Financial Statements, Tax, Financial Accounting, Auditing, Customer Service, Trust Management, Financial Analysis, Office Administration, Tax Returns, Management, Income Tax, Corporate Tax, Account Management, Estate Planning
Education
Salisbury University - Perdue School of Business 2001 — 2003
Bachelors, Business Administration, Management and Operations
Wor-Wic 1998 — 2001
Associates, Business Management
Stryker March 2007 - Present
Wells Fargo Financial February 2005 - February 2007
Canon Financial Services, Inc. March 1999 - January 2005
Innovative Financial Solutions November 1997 - February 1999
Tokai Financial Services September 1989 - October 1997
Skills
Credit, Sales Process, Sales Management, Account Management, Finance, Sales, Strategic Planning, Pricing, Business Development, Forecasting, Contract Negotiation, Process Improvement, Cross-functional Team..., Relationship Management, Marketing Strategy, Competitive Analysis, Leadership, CRM, Strategy, Business Planning, Management, Budgets, Negotiation, New Business Development
Education
Saint Joseph's University 1986 — 1989
BS, Marketing
Boom Lab - Global Manufacturing & Engineering Client February 2014 - Present
Boom Lab - Retail Client June 2012 - January 2014
Wells Fargo Financial February 2010 - May 2012
Wells Fargo Financial December 2009 - February 2010
Wells Fargo Financial December 2008 - December 2009
Skills
SAP, Sales, Business Analysis, Management Consulting, Finance, Process Improvement, Microsoft Excel, Microsoft Office, Customer Service, Business Process, Management, Data Analysis, Requirements Gathering, Time Management, Analysis, SAP ERP, Testing, Strategic Planning
Education
St. John's University 2004 — 2008
Management
Mahtomedi High School 2000 — 2004
Merion Matters February 2006 - Present
Wells Fargo Financial December 2004 - February 2006
Skills
Social Networking, Social Media, Email Marketing, Advertising, Marketing Communications, Sales, Web Content, Social Media Marketing, Copy Editing, Newsletters, Marketing Strategy
Education
Rutgers University
BA, Psychology
MetLife May 2013 - Present
MetLife May 2011 - May 2013
MetLife June 2008 - May 2011
MetLife November 2004 - June 2008
Wells Fargo Financial February 2004 - November 2004
Skills
Financial Accounting, GAAP, Financial Analysis, Derivatives, Financial Reporting, Strategic Financial..., Variance Analysis, Insurance, Internal Controls, General Ledger, Capital Markets, Managerial Finance, Account Reconciliation, Forecasting
Education
Rider University 2005 — 2007
MBA, Accounting & Finance
Rider University 2000 — 2004
BSBA, Finance & Global Business
ABC Auto Auction May 2010 - Present
Wells Fargo Financial April 2000 - March 2009
Education
Saint Louis University 1994 — 1999
Bank of America Merrill Lynch June 2015 - Present
University of San Diego January 2014 - May 2014
University of San Diego September 2011 - May 2014
International Surfing Association (ISA) November 2013 - April 2014
Wells Fargo Financial November 2006 - December 2009
Trust Financial January 2005 - November 2006
Skills
Finance, Credit, Financial Analysis, Mortgage Lending, Building Relationships, Sales, Financial Modeling, Loans, Banking, Microsoft Excel, Microsoft Office, Commercial Banking, Credit Analysis, Leadership, Insurance, Real Estate, Bloomberg, PowerPoint, Loan Origination, Consumer Lending, Commercial Lending, Credit Risk, Mortgage Underwriting, Refinance, Mortgage Banking, Small Business Lending, Residential Mortgages, Underwriting, Asset Based Lending, Cash Flow Lending, Financial Services, QuickBooks, WordPress, Strategic Financial..., Thompson One, Microsoft Word, Public Speaking, VA loans, Financial Planning, Management
Education
University of San Diego 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance. Minor: Spanish Literature
Rio Hondo College 2009 — 2011
Associates of Science, Business Administration
Rio Hondo College 2009 — 2011
Associate's Degree, Humanities/Humanistic Studies
Wells Fargo Financial January 2009 - September 2009
Flagship Credit Corp July 2007 - October 2008
Wells Fargo Auto Finance October 2004 - July 2007
Education
Rowan University 2005 — 2010
BS/BA
Wells Fargo Financial Warehouse SpecialistQVC Inc1992 - 1998
Education
Rosemont College 2003 — 2005
BS, Bus Mgmt
TD July 2015 - Present
TD November 2014 - July 2015
TD March 2012 - November 2014
Wells Fargo Bank April 2011 - March 2012
Wells Fargo Bank May 2010 - March 2011
Sun National Bank May 2009 - July 2010
WELLS FARGO FINANCIAL June 2007 - May 2009
KRAMER BEVERAGE COMPANY January 2007 - June 2007
LA Weightloss December 2004 - October 2006
Walt Disney World January 2004 - August 2004
Skills
Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Customer Service, Leadership, Loans, Management, Mortgage Lending, Training, Time Management, Selling, Teamwork, Retail Banking, Sales
Education
Rowan University
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Wells Fargo Financial 2003 - 2008
Household International 1997 - 2003
First Merchant Acceptance Corporation 1995 - 1997
World Omni Finance (SET) 1994 - 1995
World Omni Finance (SET) 1987 - 1994
Skills
Account Management, Business Process..., Real Estate, Leadership Development, Performance Management, Direct Marketing, Operations Management, Business Development, Negotiation, Customer Service, Finance, Selling, Training, Marketing, New Business Development, Credit, Sales, Management, Sales Management, Loans, Team Leadership, Marketing Strategy, Leadership, Strategy, Sales Process, Sales Operations, Customer Satisfaction, Banking
Education
Rutgers University-New Brunswick 1976 — 1981
BA, Business Administration
Wells Fargo Financial June 2009 - Present
Magic Special Events June 2006 - May 2009
James River Entertainment May 2008 - July 2008
Education
Radford University
Bachelor, Business Administration; Management
Wells Fargo Financial January 2009 - Present
Wells Fargo Financial October 2006 - December 2008
TCF Bank May 2005 - October 2006
Education
Saint John's University 2001 — 2005
Bachelor's, Business Management
S&P Capital IQ November 2012 - Present
S&P Capital IQ January 2011 - October 2012
S&P Capital IQ December 2009 - December 2010
Wells Fargo Financial June 2009 - October 2009
IC Media Direct February 2009 - April 2009
Mr. Youth January 2007 - January 2009
Ulticom June 2007 - August 2007
Skills
Corporate Finance, Valuation, Sales, Finance, Analytics, Credit, Investments, Strategic Financial..., Equities, Management, Budgets, Financial Modeling, Fixed Income, Business Development, Financial Analysis, Online Advertising, Financial Services, Advertising
Education
Rutgers University-New Brunswick 2007 — 2009
Bachelor of Science (B.S.), Finance, General
Lenape
Wells Fargo Financial September 2008 - Present
Education
Rutgers, The State University of New Jersey-Newark 2004 — 2008
Bachelors, Business Management and Global Business
HSBC Global Banking and Markets August 2015 - Present
HSBC Global Banking and Markets September 2010 - August 2015
Wells Fargo Financial May 2010 - September 2010
Rhode Island Small Business Development Center September 2009 - May 2010
Rydex SGI June 2009 - August 2009
LVMH May 2007 - August 2007
Skills
Business Development, Series 7, Series 63, Securities, Equities, Fixed Income, Microsoft Excel, Middle Office, Emerging Markets, Bonds, Six Sigma, Bloomberg, Financial Services, Derivatives, Hedge Funds, Business Analysis, Capital Markets, Management, Marketing, Microsoft Office, Customer Service, Banking
Education
Salve Regina University 2009 — 2011
Master
Salve Regina University 2006 — 2010
BS
American University of Rome
St Dominic High School
Cars.com May 2013 - Present
Wells Fargo November 2009 - Present
Wells Fargo 2007 - 2008
Wells Fargo Financial January 1999 - January 2007
Skills
Credit, Loans, Mortgage Lending, Credit Analysis, Consumer Lending, Credit Risk, Relationship Management, Mortgage Underwriting, Sales, Risk Management, Operational Risk, Asset Based Lending, Capital Markets, Online Advertising, Advertising Sales, Mobile Advertising, Advertising Research, Sales Presentations, Dealer Relationships
Education
Saint John's University 1995 — 1999
Economics
Tesla Motors August 2011 - Present
Fireside Bank September 2005 - March 2009
Wells Fargo Financial December 2001 - August 2005
World Savings June 1999 - November 1999
Skills
Credit
Education
St. Mary's College of California 1995 — 2000
Business Administration
St. Mary's College of California
Ultimate Medical Academy July 2015 - Present
Ultimate Medical Academy February 2012 - June 2015
Career Education Corporation April 2007 - January 2012
American Intercontinental University February 2005 - January 2012
Wells Fargo Financial September 2004 - February 2005
Skills
Admissions, Enrollment Management, Higher Education, CampusVue, Staff Development, Student Recruiting, Student Affairs, Adult Education, Campus, Leadership Development, E-Learning, Student Development, Retaining Customers, Employee Training, Educational Leadership, Academic Administration, Training, Community Outreach, Academic Advising, Accreditation, Admissions Counseling, Leadership, Instructional Design, Resume Writing, Student Engagement, Career Development, Higher Education..., Distance Learning, Academia, Curriculum Development, College Recruiting, Student Counseling, Faculty Development
Education
Roosevelt University 2002 — 2003
Bachelors of Science in Business Administration, Management
University of Illinois at Urbana-Champaign
Verve, a Credit Union May 2014 - Present
McGlone Mortgage Company, Inc. September 2012 - May 2014
Biomet October 2011 - August 2012
Prospera Credit Union (Wisconsin) March 2004 - January 2012
Wells Fargo Home Mortgage 2001 - 2004
Wells Fargo Financial 1999 - 2001
Skills
Sales Management, Customer Service, Loans, Mortgage Lending, Strategic Planning, Sellers, Small Business Lending, Banking, Mortgage Banking, Sales
Education
Ripon College 1995 — 1999
Economics/Business
Hiossen implants May 2015 - Present
A Plus Family Dental September 2011 - May 2015
The Keane Organization, Inc. 2007 - 2009
Wells Fargo Financial 2004 - 2007
Champman Auto Group 2003 - 2004
Enterprise Rent-A-Car January 1998 - July 2003
BERGER & MONTAGUE P.C January 1993 - January 1998
Skills
Account Management, Cold Calling, Customer Service, Leadership, Sales, Sales Management, Management, Marketing, Sales Operations, Customer Retention, Strategy, Marketing Strategy, Program Management, Microsoft Excel, Business Development, Sales Presentations, Sales Process, Vendor Management, Social Networking, Process Improvement, Budgets, Team Building, Negotiation, Contract Negotiation
Education
Temple University 2012 — 2015
Saint Joseph's University 1993 — 1998
Bachelor's Degree
Rogers Communications Inc. October 2007 - Present
Wells Fargo Financial May 2000 - October 2007
Wells Fargo 2004 - 2007
Bell Canada 1984 - 1998
Skills
IVR, Telecommunications, Customer Experience, Telephony, Business Analysis, Team Leadership, Wireless, Call Centers, Contact Centers, Avaya, Call Center, Project Management, Visio, Vendor Management, Leadership, Process Improvement, VoIP, Requirements Analysis, ACD, Integration, CTI, Service Delivery, Workforce Management, Unified Communications
Education
Ryerson University 1981 — 1984
BA, Journalism
Kohler Co. June 2013 - Present
Kohler Company June 2012 - June 2013
Anytime Fitness September 2010 - June 2012
Wells Fargo Financial May 2010 - September 2010
Skills
Fitness, Health, Customer Relations, Public Relations, Internal Communications, Direct Sales, Customer Service, Human Resources, Microsoft Excel, Event Planning
Education
Ripon College 2006 — 2010
Bachelor of Arts, Business Administration
Client Solution Architects May 2014 - Present
US Navy & Navy Reserves March 2005 - May 2013
Maxim Healthcare Services October 2006 - February 2007
TechUSA November 2004 - February 2006
First Commonwealth Funding June 2004 - November 2004
Calvert Mortgage L.L.C. May 2003 - June 2004
Video Mount Products (VMP) May 2001 - May 2003
Wells Fargo Financial June 2000 - May 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Windows, Sales, Human Resources, Recruiting, Program Management, Time Management, Management, Budgets, Security Clearance
Education
Walden University
Master of Science (M.S.), Leadership and Management, 4.0 GPA
Salisbury University
Bachelor of Arts (B.A.), Communications
Northern Trust September 2007 - Present
Saint Xavier University June 2005 - Present
Wells Fargo Financial July 2006 - June 2007
Skills
Certified Fraud Examiner, Tax, Financial Reporting, Financial Analysis, Microsoft Excel, Risk Management
Education
Saint Xavier University 2007 — 2011
MBA, Financial Fraud
Saint Xavier University 2001 — 2006
Accounting
Wells Fargo January 2013 - Present
Wells Fargo Bank January 2010 - January 2013
Cardiovascular Associates of Lake County March 2010 - July 2010
Wells Fargo Financial January 2007 - January 2010
ADAPCO January 2001 - January 2006
Skills
Loans, Credit, Mortgage Lending, Banking, Portfolio Management, Credit Analysis, Consumer Lending, Retail Banking, Small Business Lending, Sales, Loan Origination, Risk Management, Financial Analysis, Commercial Lending, Financial Services, Cross Selling, Management, Commercial Banking, Relationship Management, Investments, Finance, Mortgage Banking, Wealth Management, Leadership, Underwriting, Financial Planning, Lines Of Credit, Team Building, Credit Cards
Education
Saint Leo University 2008 — 2010
Bachelor of Science; Health Care Management, Health Care, Accounting
Public Assembly Facilities Advisory Board: City of Knoxville February 2013 - Present
Schmid & Rhodes Construction January 2013 - Present
East Tennessee Sign Consulting August 2012 - Present
Terra Landscapes August 2012 - January 2013
Barnhart Crane & Rigging May 2012 - August 2012
Architectural Graphics, Inc March 2010 - April 2012
Sign Me Up LLC March 2008 - February 2010
Wells Fargo Financial August 2007 - February 2008
Robins & Morton April 2007 - August 2007
Skills
Project Management, Management, Customer Service, Strategic Planning, Team Building, Sales, Contract Negotiation, Budgets, Project Planning, Marketing, Construction
Education
Samford University 2002 — 2007
Bachelors of Science, Business Administration
Un-Blinking Technologies August 2013 - Present
Wells Fargo Financial August 2010 - August 2013
Wells Fargo January 1999 - November 2008
The Loan Source Mortgage Service Corporation June 1990 - May 1996
Skills
Retail, Credit, Sales Management, Mortgage Lending, Loans, Relationship Management, Account Management, Sales, Sales Process, Team Building, Customer Satisfaction, Training, Sales Operations, Leadership, Banking, New Business Development, Selling, Customer Retention, Forecasting, Cold Calling, Profit, Negotiation, Cross-functional Team..., Insurance, Strategic Planning, Operations Management, Marketing, Income Statement, Direct Sales, Leadership Development, Budgets, Management, Strategy, Executive Management, Consumer Lending, Business Development, P&L Management, Salesforce.com, P&L
Education
San Diego State University-California State University 1979 — 1980
Business Administration and Management, General
San Diego Mesa College 1977 — 1980
Business, Business
Abercrombie & Fitch September 2011 - August 2012
Blackstone Consulting Inc July 2011 - September 2011
Scheels October 2010 - May 2011
Wells Fargo Financial July 2010 - August 2010
Education
Saint Mary's University of Minnesota 2006 — 2010
BA, Management/ Entreptreneurship
AMERICAN CREDIT BUILDERS January 2001 - Present
CROWN POINT AT THE RESERVE March 2007 - March 2010
NATIONAL ADOPTION FOUNDATION January 2005 - April 2007
FAIRFIELD FINANCIAL MORTGAGE GROUP May 2005 - March 2007
National Adoption Foundation January 2005 - 2007
Wells Fargo Financial April 2004 - May 2005
BANK OF AMERICA September 2000 - April 2004
Education
Sacred Heart University
Bachelor, International Business and Business Administration
Wells Fargo Bank April 2011 - Present
Wells Fargo Financial October 2004 - August 2012
Wells Fargo Financial October 2002 - October 2004
Wells Fargo Financial December 1998 - October 2002
Wells Fargo Fianacial October 1997 - October 1998
Wells Fargo Financial September 1997 - September 1997
Wells Fargo Financial March 1996 - September 1997
Skills
Sales Management, Change Management, High Performance Teams, Consumer Lending, Mortgage Lending, Credit, Loans, Loan Origination, Underwriting, Mortgage Banking, Cross Selling, Banking, Finance, Risk Management, Management, Leadership
Education
Saint Leo University 1994 — 1995
BA, Business Management
Santa Fe Community College 1991 — 1993
Associates, Business Administration
Wells Fargo Financial April 2001 - Present
Wells Fargo Financial August 2000 - April 2001
Wells Fargo Financial September 1998 - August 2000
Education
Rutgers University-New Brunswick 1994 — 1998
Finance, Business
PHH Arval November 2009 - Present
Wells Fargo Financial February 2009 - November 2009
CGI Communications August 2008 - December 2008
San Francisco Dragons June 2007 - August 2008
Education
Salisbury University 2002 — 2007
Business, Marketing
JPMorgan Chase December 2010 - June 2014
AMERICAN CREDIT BUILDERS January 2005 - December 2010
CROWN POINT AT THE RESERVE March 2007 - March 2010
NATIONAL ADOPTION FOUNDATION January 2005 - April 2007
FAIRFIELD FINANCIAL MORTGAGE GROUP May 2005 - March 2007
Wells Fargo Financial April 2004 - May 2005
BANK OF AMERICA September 2000 - April 2004
Skills
Training, Business Planning, Strategy, Performance Management, Strategic Planning, Banking, Finance, Sourcing, Portfolio Management, Investments, Credit, Access, Fundraising, Interviews, Loans, Management Consulting, Segmentation, Mortgage Lending, Nonprofits, Market Planning, Customer Service, Marketing, Creative Direction, Business Development, CRM, Leadership, Management, Sales
Education
Sacred Heart University 2000 — 2004
BA, International Business and Business Administration
Citizens Financial Group, Inc. March 2014 - Present
Wells Fargo Home Mortgage August 2010 - March 2014
Wells Fargo Financial May 2009 - August 2010
Skills
Loan Origination, Refinance, Credit, Mortgage Banking, Mortgage Lending, Banking, FHA, Finance, Sales, Relationship Management, Credit Analysis, Residential Mortgages, Loans, Consumer Lending, Investments
Education
University of Rhode Island - College of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Roger Williams University 2005 — 2009
Bachelor of Science (B.S.), Business Management & Economics
TIAA-CREF June 2014 - Present
TIAA-CREF February 2006 - June 2014
Wells Fargo Financial May 2005 - February 2006
CARQUEST May 2003 - May 2005
Skills
Series 63, Mutual Funds, 401k, Securities, Wealth Management, Retirement Planning, Series 6, Project Work, Some Project Management, Retirement, Financial Services, Asset Allocation, FINRA, Fixed Annuities, Investments, IRAs, Variable Annuities, Loans, Mortgage Lending, Finance, Wealth, Defined Benefit, Banking, Financial Analysis, Retirement Plan..., Pensions, Equities, High Net Worth..., Bonds, Defined Contribution, ERISA, 403 b, Valuation, Roth IRA, Sales, 529 Plans, Credit Risk, Series 7, Financial Planning, Insurance, Relationship Management, Process Improvement
Education
Regis University 2010 — 2011
Master of Business Administration (MBA), some work completed
University of Colorado Denver 2000 — 2005
BSBA, Finance, Accounting
Wells Fargo Retail Services May 2013 - Present
Wells Fargo Bank June 2011 - May 2013
Wells Fargo Retail Services April 2008 - June 2011
Wells Fargo Financial January 2002 - April 2008
Wells Fargo Financial April 1999 - January 2002
Skills
Loans, New Business Development, Business Development, Commercial Lending, Finance, Sales, Banking, Sales Operations, Credit, Merchant Services, Lines Of Credit, Commercial Banking
Education
Rutgers University – Camden
B.S., Management
Ocean State Job Lot January 2011 - Present
Ocean State Job Lot June 2010 - January 2011
Ocean State Job Lot September 2006 - May 2010
Ocean State Job Lot June 2004 - August 2006
Wells Fargo Financial July 2000 - November 2002
Kum & Go 1998 - 2000
Skills
Outstanding Customer..., Bi-lingual..., Sales Management, Risk Management, Account Management, Collections, Warehousing, Convenience Stores, Excel, Word, PowerPoint, Policy, Customer Service, Scheduling, Merchandising, Retail, Process Scheduler, Microsoft Word, Leadership, Management, Human Resources, Employee Relations, Sales, Payroll, Interviews, Kronos
Education
University of North Carolina at Greensboro 1997 — 1998
Computer Science
Salem State College 1996 — 1997
Computer Science
CBS Corporation June 2015 - Present
MNI Time Inc. August 2012 - June 2015
MNI Time Inc. April 2011 - May 2012
The Taunton Press February 2010 - April 2011
Wells Fargo Financial June 2009 - February 2010
Skills
Online Advertising, Digital Media, Mobile Marketing, Media Planning, Integrated Marketing, Mobile Media, Account Management, Advertising Sales, Digital Marketing, SEM, Interactive Marketing, Advertising, Mobile Advertising, Social Media, Media Buying, Digital Strategy, Marketing, Email Marketing, comScore, PPC
Education
Sacred Heart University, The John F. Welch College Of Business
BA, Business Management, Marketing
USSA April 2013 - Present
USAA April 2013 - Present
Millennium November 2012 - April 2013
Wells Fargo Financial August 2011 - November 2012
Wells Fargo May 2009 - August 2011
Wachovia, A Wells Fargo Company February 2004 - November 2008
Skills
Excel, Microsoft Office 2007, Access, TIBCO iProcess, iGrafx, PowerPoint, Rational Team Concert, Requirements Gathering, Agile Project Management
Education
San Antonio College
Bank of America August 2013 - Present
Wells Fargo Financial May 1986 - May 2013
Skills
Sales Management, Microsoft Office, Work From Home
Education
College of New Jersey
Bachelor of Science, Finance, Magna Cum Laude
Rider University
Associate of Science (AS), Business Administration
West Virginia University
Certificate, Social Media for Business
Wells Fargo Financial December 1997 - Present
Morgan Stanley March 1995 - April 1997
Education
Radford University - College of Business and Economics 1985 — 1989
BS, Economics
First Choice Mortgage Services April 2013 - Present
Clayton Holdings LLC June 2012 - August 2013
Wells Fargo Financial June 2001 - December 2010
American Skandia March 1999 - June 2001
Ford Consumer Finance November 1994 - March 1999
Bricker's Restaurant & Bar October 1988 - November 1994
Norden Systems, Div. of UTC April 1984 - September 1988
Education
Sacred Heart University 1981 — 1983
Bachelor of Science (B.S.), Marketing
Ross Medical Education Center August 2014 - Present
Ross Medical Education Center September 2013 - August 2014
Citizens Bank - Michigan, Ohio and Wisconsin March 2011 - September 2013
JPMorgan Chase October 2010 - March 2011
Wells Fargo Financial December 2009 - October 2010
Skills
Sales, Customer Service, Credit, Career Development, Temporary Placement, Loans, Banking, Financial Analysis, Mentoring, Management
Education
Saginaw Valley State University 2004 — 2009
Bachelor of Science (B.S.), Mathematics, 3.26