Wells Fargo Financial
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5,123 Wells Fargo Financial employees in database. Find out everything there's to know about Wells Fargo Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Financial Employees
Employee
Years
Job
Industry
Marty Sokolov, CPM Marty Sokolov, CPM's Wells Fargo Financial Experience January 2003 - May 2011
Job Payroll Manager
Industry Human Resources
Experience
Passion for Payroll May 2014 - Present
The Canadian Payroll Association May 2014 - Present
Bank of Montreal August 2011 - May 2014
Wells Fargo Financial January 2003 - May 2011
Wells Fargo Financial June 1999 - January 2003
Global Upholstery Supply September 1997 - May 1999
Canadian Armed Forces 1993 - 1997
Skills
Payroll, HRIS, Human Resources, Process Improvement, ADP Payroll, Employee Benefits, Time Management, Leadership, Management, Performance Management, Training, Change Management, Software Implementation, Policy, Remittances, Vendor Management, SDLC, Benefits Administration, Classroom Instruction, Outsourced Solutions
Education
Seneca College of Applied Arts and Technology
Certified Payroll Manager
Passion for Payroll May 2014 - Present
The Canadian Payroll Association May 2014 - Present
Bank of Montreal August 2011 - May 2014
Wells Fargo Financial January 2003 - May 2011
Wells Fargo Financial June 1999 - January 2003
Global Upholstery Supply September 1997 - May 1999
Canadian Armed Forces 1993 - 1997
Skills
Payroll, HRIS, Human Resources, Process Improvement, ADP Payroll, Employee Benefits, Time Management, Leadership, Management, Performance Management, Training, Change Management, Software Implementation, Policy, Remittances, Vendor Management, SDLC, Benefits Administration, Classroom Instruction, Outsourced Solutions
Education
Seneca College of Applied Arts and Technology
Certified Payroll Manager
Lance Cotton Lance Cotton's Wells Fargo Financial Experience February 2009 - April 2010
Job Finance Business Partner at Autodesk
Industry Financial Services
Experience
Autodesk July 2015 - Present
Autodesk July 2013 - Present
Service-now.com January 2012 - July 2013
EMC December 2010 - January 2012
Wells Fargo Financial February 2009 - April 2010
Skills
Forecasting, Strategy, Financial Reporting, Variance Analysis, Analysis, Management, Finance, Sales, Financial Modeling, Cross-functional Team..., Strategic Financial..., SaaS, Auditing, Leadership, Accounting
Education
San Diego State University-California State University 2004 — 2008
BS, Finance
Oxford University, New College
Autodesk July 2015 - Present
Autodesk July 2013 - Present
Service-now.com January 2012 - July 2013
EMC December 2010 - January 2012
Wells Fargo Financial February 2009 - April 2010
Skills
Forecasting, Strategy, Financial Reporting, Variance Analysis, Analysis, Management, Finance, Sales, Financial Modeling, Cross-functional Team..., Strategic Financial..., SaaS, Auditing, Leadership, Accounting
Education
San Diego State University-California State University 2004 — 2008
BS, Finance
Oxford University, New College
Daniel Kwong Daniel Kwong's Wells Fargo Financial Experience September 2006 - September 2007
Job at
Industry Financial Services
Experience
MCAP May 2014 - Present
Home Trust Company September 2007 - May 2014
Wells Fargo Financial September 2006 - September 2007
Skills
Mortgage Lending, Residential Mortgages, Refinance, Loans, Credit, Banking, Debt Consolidation, Mortgage Underwriting, Underwriting, Real Estate Financing, Certified Mortgage..., Investment Properties, First Time Home Buyers, Real Estate, Mortgage Marketing, Mortgage Banking, Credit Analysis, Loan Origination, Home Equity Lines of..., Home Equity Loans, Mortgage Servicing
Education
Simon Fraser University 2001 — 2007
Bachelor of Arts (B.A.), General Studies
MCAP May 2014 - Present
Home Trust Company September 2007 - May 2014
Wells Fargo Financial September 2006 - September 2007
Skills
Mortgage Lending, Residential Mortgages, Refinance, Loans, Credit, Banking, Debt Consolidation, Mortgage Underwriting, Underwriting, Real Estate Financing, Certified Mortgage..., Investment Properties, First Time Home Buyers, Real Estate, Mortgage Marketing, Mortgage Banking, Credit Analysis, Loan Origination, Home Equity Lines of..., Home Equity Loans, Mortgage Servicing
Education
Simon Fraser University 2001 — 2007
Bachelor of Arts (B.A.), General Studies
Nicole Berry Nicole Berry's Wells Fargo Financial Experience November 2009 - August 2010
Job International Educator, Entrepreneur, Linguist & World Traveler
Industry Higher Education
Experience
Linguistic Horizons July 2013 - Present
Gerson Lehrman Group November 2011 - February 2014
guestcompass August 2010 - July 2011
Wells Fargo Financial November 2009 - August 2010
Cbeyond February 2009 - August 2009
Specialized Learning LLC September 2006 - February 2009
Mu Sigma Consulting May 2008 - January 2009
Geographic Chic March 2007 - January 2008
Venzero & Music Marker July 2007 - September 2007
Skills
Business Development, Entrepreneurship, Leadership, Management, Spanish, Market Research, B2B, Start-ups, Marketing, Sales, Product Development, Training, CRM, Strategy, Account Management, Public Relations, Event Planning, Sales Management, Salesforce.com, Portuguese, Market Analysis, Business Analysis, Business Strategy, International Marketing, Competitive Analysis, Business Planning, Product Management, International Business, Customer Retention, Contract Negotiation, Management Consulting, Intercultural..., German, Product Launch, WordPress, Recruiting, Strategic Partnerships, International Education, Foreign Languages, Travel
Education
San Diego State University-California State University 2004 — 2008
Bachelor of Arts, International Business
Universidad de A Coruna 2007 — 2008
Bachelor's degree, Facultad de Economía y Empresa
Universidad Antonio de Nebrija 2005 — 2005
Bachelor's degree, Spanish Language Immersion, Madrid
Linguistic Horizons July 2013 - Present
Gerson Lehrman Group November 2011 - February 2014
guestcompass August 2010 - July 2011
Wells Fargo Financial November 2009 - August 2010
Cbeyond February 2009 - August 2009
Specialized Learning LLC September 2006 - February 2009
Mu Sigma Consulting May 2008 - January 2009
Geographic Chic March 2007 - January 2008
Venzero & Music Marker July 2007 - September 2007
Skills
Business Development, Entrepreneurship, Leadership, Management, Spanish, Market Research, B2B, Start-ups, Marketing, Sales, Product Development, Training, CRM, Strategy, Account Management, Public Relations, Event Planning, Sales Management, Salesforce.com, Portuguese, Market Analysis, Business Analysis, Business Strategy, International Marketing, Competitive Analysis, Business Planning, Product Management, International Business, Customer Retention, Contract Negotiation, Management Consulting, Intercultural..., German, Product Launch, WordPress, Recruiting, Strategic Partnerships, International Education, Foreign Languages, Travel
Education
San Diego State University-California State University 2004 — 2008
Bachelor of Arts, International Business
Universidad de A Coruna 2007 — 2008
Bachelor's degree, Facultad de Economía y Empresa
Universidad Antonio de Nebrija 2005 — 2005
Bachelor's degree, Spanish Language Immersion, Madrid
Edgar Utset Edgar Utset's Wells Fargo Financial Experience March 2008 - May 2013
Job Executive Director, DCIS National Accounts at JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management May 2013 - Present
Wells Fargo Financial March 2008 - May 2013
Merrill Lynch 2006 - 2008
Prudential Financial 1993 - 2006
Skills
Retirement, Series 7, 401k, Investments, Financial Services, Asset Management, Relationship Management
Education
Seton Hall University 1989 — 1993
BS, Finance
Hillside High School 1986 — 1989
JP Morgan Asset Management May 2013 - Present
Wells Fargo Financial March 2008 - May 2013
Merrill Lynch 2006 - 2008
Prudential Financial 1993 - 2006
Skills
Retirement, Series 7, 401k, Investments, Financial Services, Asset Management, Relationship Management
Education
Seton Hall University 1989 — 1993
BS, Finance
Hillside High School 1986 — 1989
Brian J. Burns Brian J. Burns's Wells Fargo Financial Experience July 2006 - February 2013
Job Wealth Management / Private Banking
Industry Financial Services
Experience
Citizens Bank July 2013 - Present
DNB First March 2013 - July 2013
Wells Fargo Financial July 2006 - February 2013
Skills
Banking, Credit, Series 7, Loans, Mortgage Lending, Consumer Lending, Wealth Management, Retirement Planning, Relationship Management, High Net Worth..., Private Banking, Lines Of Credit, Securities, Deposits, Insurance
Education
San Diego State University-California State University 1998 — 2000
Kinesiology and Exercise Science, 2.9
Santa Barbara City College 1995 — 1998
Associate of Arts (A.A.), Sports Medicine, 3.14
Cardinal O'Hara High School 1992 — 1995
Citizens Bank July 2013 - Present
DNB First March 2013 - July 2013
Wells Fargo Financial July 2006 - February 2013
Skills
Banking, Credit, Series 7, Loans, Mortgage Lending, Consumer Lending, Wealth Management, Retirement Planning, Relationship Management, High Net Worth..., Private Banking, Lines Of Credit, Securities, Deposits, Insurance
Education
San Diego State University-California State University 1998 — 2000
Kinesiology and Exercise Science, 2.9
Santa Barbara City College 1995 — 1998
Associate of Arts (A.A.), Sports Medicine, 3.14
Cardinal O'Hara High School 1992 — 1995
Jesse Correia Jesse Correia's Wells Fargo Financial Experience September 2006 - July 2008
Job AE, Membership Development. Help companies acquire new business, maintain existing relationships, and reward employees
Industry Sports
Experience
San Diego Padres July 2015 - Present
San Diego Padres July 2014 - July 2015
H2O Jet Ski Rentals January 2011 - July 2014
Roseville Cozinha October 2008 - September 2013
Wells Fargo Financial September 2006 - July 2008
Skills
Sports, Communication Skills, Leadership, Charismatic Leadership, Management, Work Ethic, People Skills, Positive Team Player, Teamwork, Team Leadership, Team Management, Team Building, Dependable Team Player, Staff Retention, Customer Retention, Sales, Restaurant Management, Financial Services, Bookkeeping, Small Business Marketing, Customer Service, Phone Etiquette, Analysis, Computer Proficiency, Writing, Business Intelligence, Group Dynamics, Compassion, Employee Relations, Business Development, Contract Negotiation, Event Management, Social Media Marketing, Marketing, Social Media, Microsoft Office, Communication
Education
Santa Clara University 2000 — 2005
Bachelor's degree, political science
San Diego Padres July 2015 - Present
San Diego Padres July 2014 - July 2015
H2O Jet Ski Rentals January 2011 - July 2014
Roseville Cozinha October 2008 - September 2013
Wells Fargo Financial September 2006 - July 2008
Skills
Sports, Communication Skills, Leadership, Charismatic Leadership, Management, Work Ethic, People Skills, Positive Team Player, Teamwork, Team Leadership, Team Management, Team Building, Dependable Team Player, Staff Retention, Customer Retention, Sales, Restaurant Management, Financial Services, Bookkeeping, Small Business Marketing, Customer Service, Phone Etiquette, Analysis, Computer Proficiency, Writing, Business Intelligence, Group Dynamics, Compassion, Employee Relations, Business Development, Contract Negotiation, Event Management, Social Media Marketing, Marketing, Social Media, Microsoft Office, Communication
Education
Santa Clara University 2000 — 2005
Bachelor's degree, political science
Katie Beaudry, CIC, ARM, AIS, CISR Katie Beaudry, CIC, ARM, AIS, CISR's Wells Fargo Financial Experience 2005 - 2006
Job Commercial Lines Underwriter at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance Marketing - Commercial P&CWateridge Insurance ServicesSeptember 2010 - March 2015
Alliant Insurance Services April 2006 - August 2010
Wells Fargo Financial 2005 - 2006
Tom Thompson Insurance 2002 - 2005
Skills
Insurance, Liability, Real Estate, Mortgage Lending, Loans, Commercial Insurance, Risk Management, Credit, Customer Service, Marketing, Property & Casualty..., General Insurance, Underwriting, Negotiation, Brokers
Education
American Institute for CPCU & Insurance Institute of America 2008 — 2009
Associate in Risk Management, Risk Management
San Diego State University-California State University 2001 — 2005
Bachelors of Science, Business - Financial Services
Liberty Mutual Insurance Marketing - Commercial P&CWateridge Insurance ServicesSeptember 2010 - March 2015
Alliant Insurance Services April 2006 - August 2010
Wells Fargo Financial 2005 - 2006
Tom Thompson Insurance 2002 - 2005
Skills
Insurance, Liability, Real Estate, Mortgage Lending, Loans, Commercial Insurance, Risk Management, Credit, Customer Service, Marketing, Property & Casualty..., General Insurance, Underwriting, Negotiation, Brokers
Education
American Institute for CPCU & Insurance Institute of America 2008 — 2009
Associate in Risk Management, Risk Management
San Diego State University-California State University 2001 — 2005
Bachelors of Science, Business - Financial Services
Mary Camacho Mary Camacho's Wells Fargo Financial Experience November 1999 - May 2011
Job Wells Fargo
Industry Banking
Experience
Wells Fargo Merchant Services March 2015 - Present
Bank of America July 2011 - Present
Wells Fargo Financial November 1999 - May 2011
Skills
Banking, Credit, Mortgage Lending, Retail Banking, Consumer Lending, Mortgage Banking, Credit Analysis, Loan Origination, Refinance, FHA, Credit Risk, Cross Selling, Branch Banking, Risk Management, Relationship Management, Branch Management, Collections, Customer Service, Lines Of Credit
Education
San Diego State University-California State University
Bachelor's degree, Business Administration and Management, General
Wells Fargo Merchant Services March 2015 - Present
Bank of America July 2011 - Present
Wells Fargo Financial November 1999 - May 2011
Skills
Banking, Credit, Mortgage Lending, Retail Banking, Consumer Lending, Mortgage Banking, Credit Analysis, Loan Origination, Refinance, FHA, Credit Risk, Cross Selling, Branch Banking, Risk Management, Relationship Management, Branch Management, Collections, Customer Service, Lines Of Credit
Education
San Diego State University-California State University
Bachelor's degree, Business Administration and Management, General
Heeradevi Shairulla Heeradevi Shairulla's Wells Fargo Financial Experience 2007 - 2009
Job Commercial Mortgage Specialist at MCAP
Industry Financial Services
Experience
MCAP Financial Corporation July 2015 - Present
MCAP October 2013 - Present
Wells Fargo Financial Canada 2009 - October 2013
Wells Fargo Financial 2007 - 2009
Wells Fargo Financial Corporation Canada 2006 - 2007
Wells Fargo Financial 2005 - 2006
Skills
Mortgage Lending, Credit Analysis, Portfolio Management, Banking, Credit, Financial Risk, Residential Mortgages, Finance, Credit Risk, Risk Management, Credit Cards, Training, Management, Insurance, Real Estate, Commercial Mortgages, Funding, Underwriting, Loans
Education
Sheridan College 2010 — 2014
Enrolled-Diploma, Finance, General, All A's
CAAMP 2013 — 2013
Certificate, Commercial Mortgage Financing 1 & 2
CAAMP 2012 — 2012
Certificate, Mortgage Agent's Course, A
Peel Dufferin Catholic School Board-Adult Continuing Education
Computer Studies
Seneca College of Applied Arts and Technology 2006 — 2007
Financial Services Underwriting, A
Association of Chartered Certified Accountant-Certified Accounting Technician 2000 — 2002
Accounting
MCAP Financial Corporation July 2015 - Present
MCAP October 2013 - Present
Wells Fargo Financial Canada 2009 - October 2013
Wells Fargo Financial 2007 - 2009
Wells Fargo Financial Corporation Canada 2006 - 2007
Wells Fargo Financial 2005 - 2006
Skills
Mortgage Lending, Credit Analysis, Portfolio Management, Banking, Credit, Financial Risk, Residential Mortgages, Finance, Credit Risk, Risk Management, Credit Cards, Training, Management, Insurance, Real Estate, Commercial Mortgages, Funding, Underwriting, Loans
Education
Sheridan College 2010 — 2014
Enrolled-Diploma, Finance, General, All A's
CAAMP 2013 — 2013
Certificate, Commercial Mortgage Financing 1 & 2
CAAMP 2012 — 2012
Certificate, Mortgage Agent's Course, A
Peel Dufferin Catholic School Board-Adult Continuing Education
Computer Studies
Seneca College of Applied Arts and Technology 2006 — 2007
Financial Services Underwriting, A
Association of Chartered Certified Accountant-Certified Accounting Technician 2000 — 2002
Accounting
Torrey Duchessi Torrey Duchessi's Wells Fargo Financial Experience June 2009 - December 2009
Job New York State Department of Health
Industry Government Administration
Experience
New York State Department of Health February 2015 - Present
NYS Department of Tax & Finance November 2014 - February 2015
New York State Department of Labor November 2014 - November 2014
New York State Department of Labor February 2012 - November 2014
Enterprise Rent-A-Car December 2009 - February 2012
Wells Fargo Financial June 2009 - December 2009
Skills
Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Financial Analysis, Microsoft Word, Analytical Reasoning, Critical Thinking, Market Research, Sales, Time Management, Management, Marketing, Public Speaking, Social Networking, Leadership, Account Management, Social Media, Strategic Planning, Marketing Strategy, Marketing Communications, Outlook, Research, Training, Teamwork
Education
Siena College 2005 — 2009
Bachelor's, Finance
New York State Department of Health February 2015 - Present
NYS Department of Tax & Finance November 2014 - February 2015
New York State Department of Labor November 2014 - November 2014
New York State Department of Labor February 2012 - November 2014
Enterprise Rent-A-Car December 2009 - February 2012
Wells Fargo Financial June 2009 - December 2009
Skills
Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Financial Analysis, Microsoft Word, Analytical Reasoning, Critical Thinking, Market Research, Sales, Time Management, Management, Marketing, Public Speaking, Social Networking, Leadership, Account Management, Social Media, Strategic Planning, Marketing Strategy, Marketing Communications, Outlook, Research, Training, Teamwork
Education
Siena College 2005 — 2009
Bachelor's, Finance
Kristen Arnold Kristen Arnold's Wells Fargo Financial Experience January 2005 - June 2010
Job Learning and Development Specialist, Sales Operations at Purolator Inc.
Industry Package/Freight Delivery
Experience
Purolator Inc. August 2013 - Present
Purolator Inc. November 2010 - August 2013
Wells Fargo Financial January 2005 - June 2010
EDULINX Canada Corporation 2002 - 2004
Skills
Staff Development, Adult Education, Management, Coaching, Needs Analysis, Instructional Design, Leadership Development, Training, Change Management, Employee Training, Program Facilitation, Public Speaking, Salesforce.com, Customer Service, Instructor-led Training, Curriculum Design, E-Learning, Training Delivery, Strategy, Time Management, SharePoint, Leadership, Process Improvement, Sales Operations, Employee Engagement, Workshop Facilitation, Organizational..., SAP, QlikView
Education
Sheridan College 2007 — 2009
Adult Education Certificate, 2009
Langevin Learning Services
Certified Master Trainer
Purolator Inc. August 2013 - Present
Purolator Inc. November 2010 - August 2013
Wells Fargo Financial January 2005 - June 2010
EDULINX Canada Corporation 2002 - 2004
Skills
Staff Development, Adult Education, Management, Coaching, Needs Analysis, Instructional Design, Leadership Development, Training, Change Management, Employee Training, Program Facilitation, Public Speaking, Salesforce.com, Customer Service, Instructor-led Training, Curriculum Design, E-Learning, Training Delivery, Strategy, Time Management, SharePoint, Leadership, Process Improvement, Sales Operations, Employee Engagement, Workshop Facilitation, Organizational..., SAP, QlikView
Education
Sheridan College 2007 — 2009
Adult Education Certificate, 2009
Langevin Learning Services
Certified Master Trainer
James Rodney Jones James Rodney Jones's Wells Fargo Financial Experience September 2006 - December 2007
Job VP & Director of Marketing at Gifts Speech, Language & Reading Specialists
Industry Health, Wellness and Fitness
Experience
Gifts Speech, Language & Reading Specialists January 2014 - Present
American Panel Corp March 2011 - January 2014
Kehe Food Distributors, Inc April 2009 - November 2010
American Panel Corp December 2007 - January 2009
Wells Fargo Financial September 2006 - December 2007
BayCare Home Care April 2006 - October 2006
Tri Am RV Center March 2004 - March 2006
Springz Family Fun Center November 2002 - March 2004
Skills
Process Improvement, Project Management, Outlook, Microsoft Excel, Team Building, Microsoft Office, Access, PowerPoint, Microsoft Word, Customer Service, Analysis, Analytical Skills, Budgets, Event Planning, Sales, Inventory Management, Marketing
Education
University of South Florida 1998 — 2002
B.S., Marketing
Santa Fe Community College 2011 — 2011
HIT Certification, ONC Workforce Development Program
CENTRAL FLORIDA COMMUNITY COLLEGE 1994 — 1997
ASSOCIATE OF ARTS, COMPUTER SCIENCE
Gifts Speech, Language & Reading Specialists January 2014 - Present
American Panel Corp March 2011 - January 2014
Kehe Food Distributors, Inc April 2009 - November 2010
American Panel Corp December 2007 - January 2009
Wells Fargo Financial September 2006 - December 2007
BayCare Home Care April 2006 - October 2006
Tri Am RV Center March 2004 - March 2006
Springz Family Fun Center November 2002 - March 2004
Skills
Process Improvement, Project Management, Outlook, Microsoft Excel, Team Building, Microsoft Office, Access, PowerPoint, Microsoft Word, Customer Service, Analysis, Analytical Skills, Budgets, Event Planning, Sales, Inventory Management, Marketing
Education
University of South Florida 1998 — 2002
B.S., Marketing
Santa Fe Community College 2011 — 2011
HIT Certification, ONC Workforce Development Program
CENTRAL FLORIDA COMMUNITY COLLEGE 1994 — 1997
ASSOCIATE OF ARTS, COMPUTER SCIENCE
Angie Carmichael's Wells Fargo Financial Experience January 2010 - March 2011
Job Human Resource Manager
Industry Staffing and Recruiting
Experience
Pionear Recruiting January 2013 - Present
Pionear Recruiting March 2011 - Present
Wells Fargo Financial January 2010 - March 2011
Century 21 August 2006 - December 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, OneNote, Adobe Acrobat, Fidelity, ERLMF, CPI, QuickBooks, NeatRecepits, Bullhorn, Fieldglass, Acceleration, Manage Right, TAMS, COATS, DOCULIVERY, ProveIt, Lexis Nexis, PeopleNet, Photoshop, HR Software, Accounts Payable, Accounts Receivable, IQ Navigator, Beeline, Call Accounting, Craigslist, Background Checks, SurveyMonkey, Microsoft Exchange, Earnings Verfication, New Hire Reporting, New Hire Orientations, Payroll, Employment Verifications, Onboarding, Full Life Cycle, Applicant Tracking..., Complaince
Education
University of North Carolina at Charlotte 2004 — 2006
BA, Communications
Shasta College 2002 — 2004
Business Administration, General Studies
Pionear Recruiting January 2013 - Present
Pionear Recruiting March 2011 - Present
Wells Fargo Financial January 2010 - March 2011
Century 21 August 2006 - December 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, OneNote, Adobe Acrobat, Fidelity, ERLMF, CPI, QuickBooks, NeatRecepits, Bullhorn, Fieldglass, Acceleration, Manage Right, TAMS, COATS, DOCULIVERY, ProveIt, Lexis Nexis, PeopleNet, Photoshop, HR Software, Accounts Payable, Accounts Receivable, IQ Navigator, Beeline, Call Accounting, Craigslist, Background Checks, SurveyMonkey, Microsoft Exchange, Earnings Verfication, New Hire Reporting, New Hire Orientations, Payroll, Employment Verifications, Onboarding, Full Life Cycle, Applicant Tracking..., Complaince
Education
University of North Carolina at Charlotte 2004 — 2006
BA, Communications
Shasta College 2002 — 2004
Business Administration, General Studies
Amaju Etchie Amaju Etchie's Wells Fargo Financial Experience June 2009 - August 2010
Job Business Consultant II at Wells Fargo Merchant Services
Industry Financial Services
Experience
Wells Fargo Merchant Services February 2014 - Present
Wells Fargo Bank August 2010 - January 2014
Wells Fargo Financial June 2009 - August 2010
Edward Jones Investments May 2007 - August 2007
Skills
Loans, Mortgage Lending, Banking, Retail Banking, Consumer Lending, Credit, Loan Origination, Cross Selling, Credit Analysis, Financial Analysis, Finance
Education
San Jose State University 2005 — 2009
Bachelor of Science, Finance
Wells Fargo Merchant Services February 2014 - Present
Wells Fargo Bank August 2010 - January 2014
Wells Fargo Financial June 2009 - August 2010
Edward Jones Investments May 2007 - August 2007
Skills
Loans, Mortgage Lending, Banking, Retail Banking, Consumer Lending, Credit, Loan Origination, Cross Selling, Credit Analysis, Financial Analysis, Finance
Education
San Jose State University 2005 — 2009
Bachelor of Science, Finance
Thomas J. Sebourn Thomas J. Sebourn's Wells Fargo Financial Experience March 2006 - June 2006
Job Attorney
Industry Law Practice
Experience
Compliance Discovery Solutions June 2014 - Present
Greenbaum Law Group, LLP July 2013 - January 2014
Law Office of Vida M. Holguin May 2010 - August 2010
Los Angeles Dependency Lawyers, Inc May 2009 - July 2009
Orange County District Attorney's Office October 2007 - April 2008
Wells Fargo Financial March 2006 - June 2006
Timcor Exchange Co. September 2005 - March 2006
Skills
Digital Photography, Photoshop, Legal Writing, Courts, Legal Research, Legal Documents, Motions, Business Litigation, Collections, Contract Law, Legal Discovery, Civil Litigation, Trials, Litigation
Education
Western State University College of Law 2008 — 2011
JD
Santa Clara University 2001 — 2005
B.A, History
Mira Costa High School 1997 — 2001
Compliance Discovery Solutions June 2014 - Present
Greenbaum Law Group, LLP July 2013 - January 2014
Law Office of Vida M. Holguin May 2010 - August 2010
Los Angeles Dependency Lawyers, Inc May 2009 - July 2009
Orange County District Attorney's Office October 2007 - April 2008
Wells Fargo Financial March 2006 - June 2006
Timcor Exchange Co. September 2005 - March 2006
Skills
Digital Photography, Photoshop, Legal Writing, Courts, Legal Research, Legal Documents, Motions, Business Litigation, Collections, Contract Law, Legal Discovery, Civil Litigation, Trials, Litigation
Education
Western State University College of Law 2008 — 2011
JD
Santa Clara University 2001 — 2005
B.A, History
Mira Costa High School 1997 — 2001
Nikhila Elizabeth Berry's Wells Fargo Financial Experience 2005 - 2008
Job Store Manager
Industry Banking
Experience
Wells Fargo 2015 - Present
JPMorgan Chase October 2012 - 2014
American Laser Centers December 2008 - 2012
Wells Fargo Financial 2005 - 2008
NUMMI 2004 - 2005
BRE Properties 2003 - 2004
Clinique 1999 - 2002
Skills
Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Recruiting, Coaching, Training, Business Development, Team Leadership, Advertising, Inventory Management, Market Research, Marketing Strategy, Marketing Communications, Social Media Marketing, Sales Management, Event Management, Account Management, CRM, Sales Operations, Leadership Development, Leadership, Marketing
Education
San Jose State University 2000 — 2005
Bachlor of Science, Mass Communication: Advertising Business Management Minor in Marketing
Wells Fargo 2015 - Present
JPMorgan Chase October 2012 - 2014
American Laser Centers December 2008 - 2012
Wells Fargo Financial 2005 - 2008
NUMMI 2004 - 2005
BRE Properties 2003 - 2004
Clinique 1999 - 2002
Skills
Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Recruiting, Coaching, Training, Business Development, Team Leadership, Advertising, Inventory Management, Market Research, Marketing Strategy, Marketing Communications, Social Media Marketing, Sales Management, Event Management, Account Management, CRM, Sales Operations, Leadership Development, Leadership, Marketing
Education
San Jose State University 2000 — 2005
Bachlor of Science, Mass Communication: Advertising Business Management Minor in Marketing
Shelby Matthew Monaghan Shelby Matthew Monaghan's Wells Fargo Financial Experience November 2007 - March 2008
Job Branch Manager | Mortgage Loan Originator at 1st Financial, Inc.
Industry Financial Services
Experience
1st Financial, Inc. September 2015 - Present
Primary Residential Mortgage December 2014 - September 2015
Gold Star Mortgage Financial Group July 2014 - December 2014
Meadowbrook Financial Mortgage Bankers December 2013 - July 2014
Residential Finance August 2010 - November 2013
Fidelity Mortgage Direct May 2009 - October 2010
Amerimod Modification Agency January 2009 - May 2009
glaceau September 2008 - March 2009
glaceau May 2008 - August 2008
Wells Fargo Financial November 2007 - March 2008
Skills
Strategic Planning, Cold Calling, Credit Analysis, Mortgage Banking, Refinance, USDA, Marketing, Residential Mortgages, Mortgage Lending, Optimal Blue, Credit, FHA, Loan Origination, Event Planning, B2B, Loans, Sales Management, Certified Mortgage..., Commercial Mortgages, VA loans, Investments, Debt Consolidation, FHA financing, Encompass, Sales Process, Sales & Marketing..., Sales Operations, Direct Sales, Mentoring, Business Strategy, Marketing Strategy, Staff Development, Business Process..., Start-up Ventures, Sales Motivation, Motivational Speaking, Financial Analysis, Strategic Financial..., Team Management, Social Networking, Microsoft Excel, Executive Coaching, Customer Service, Recruiting, Local Marketing, Team Leadership, Leadership Development..., Loan Modifications, First Time Home Buyers, Investment Properties
Education
Santa Fe College 2004 — 2006
Associate of the Arts, Business Administration and Management, General
1st Financial, Inc. September 2015 - Present
Primary Residential Mortgage December 2014 - September 2015
Gold Star Mortgage Financial Group July 2014 - December 2014
Meadowbrook Financial Mortgage Bankers December 2013 - July 2014
Residential Finance August 2010 - November 2013
Fidelity Mortgage Direct May 2009 - October 2010
Amerimod Modification Agency January 2009 - May 2009
glaceau September 2008 - March 2009
glaceau May 2008 - August 2008
Wells Fargo Financial November 2007 - March 2008
Skills
Strategic Planning, Cold Calling, Credit Analysis, Mortgage Banking, Refinance, USDA, Marketing, Residential Mortgages, Mortgage Lending, Optimal Blue, Credit, FHA, Loan Origination, Event Planning, B2B, Loans, Sales Management, Certified Mortgage..., Commercial Mortgages, VA loans, Investments, Debt Consolidation, FHA financing, Encompass, Sales Process, Sales & Marketing..., Sales Operations, Direct Sales, Mentoring, Business Strategy, Marketing Strategy, Staff Development, Business Process..., Start-up Ventures, Sales Motivation, Motivational Speaking, Financial Analysis, Strategic Financial..., Team Management, Social Networking, Microsoft Excel, Executive Coaching, Customer Service, Recruiting, Local Marketing, Team Leadership, Leadership Development..., Loan Modifications, First Time Home Buyers, Investment Properties
Education
Santa Fe College 2004 — 2006
Associate of the Arts, Business Administration and Management, General
Matthew Eanes's Wells Fargo Financial Experience 2005 - 2008
Job Enterprise Partner Account Executive at Adobe
Industry Information Technology and Services
Experience
Adobe January 2015 - Present
salesforce.com July 2013 - January 2015
Oracle March 2013 - July 2013
SAP January 2012 - February 2013
SAP January 2010 - January 2012
SAP September 2008 - January 2010
Shunra January 2008 - September 2008
Wells Fargo Financial 2005 - 2008
Skills
Business Development, Complex Sales, Negotiation, Software Deployment, SaaS, Solution Selling, Enterprise Software, Salesforce.com, ERP, Cloud Computing, Sales Process, Demand Generation, Lead Generation, Business Intelligence, Direct Sales, CRM, SAP, Account Management, Partner Management, Professional Services, Management, Business Analysis, Strategic Planning, Leadership, Contract Negotiation, Strategy, Pre-sales, Business Process, Consulting, Cross-functional Team..., Integration, Business Process..., Sales, Software Industry, Strategic Partnerships, Go-to-market Strategy, Sales Management, Marketing, Sales Operations
Education
Shippensburg University of Pennsylvania 2000 — 2004
Carlisle
Adobe January 2015 - Present
salesforce.com July 2013 - January 2015
Oracle March 2013 - July 2013
SAP January 2012 - February 2013
SAP January 2010 - January 2012
SAP September 2008 - January 2010
Shunra January 2008 - September 2008
Wells Fargo Financial 2005 - 2008
Skills
Business Development, Complex Sales, Negotiation, Software Deployment, SaaS, Solution Selling, Enterprise Software, Salesforce.com, ERP, Cloud Computing, Sales Process, Demand Generation, Lead Generation, Business Intelligence, Direct Sales, CRM, SAP, Account Management, Partner Management, Professional Services, Management, Business Analysis, Strategic Planning, Leadership, Contract Negotiation, Strategy, Pre-sales, Business Process, Consulting, Cross-functional Team..., Integration, Business Process..., Sales, Software Industry, Strategic Partnerships, Go-to-market Strategy, Sales Management, Marketing, Sales Operations
Education
Shippensburg University of Pennsylvania 2000 — 2004
Carlisle
Jason Kernc Jason Kernc's Wells Fargo Financial Experience March 2006 - March 2009
Job Fire Alarm & Safety Contractor
Industry Public Safety
Experience
Fire Safety June 2013 - Present
Subaru of Mississauga January 2011 - June 2013
Warner Bros. Entertainment Group of Companies October 2010 - December 2010
Right Drive Inc 2009 - 2010
Wells Fargo Financial March 2006 - March 2009
Skills
Credit, Financial Analysis, Credit Analysis, Mortgage Lending, Customer Service, Finance, Banking, Risk Management, Loans, Analysis, Credit Risk, fire alarm, Emergency Lighting, Fire Sprinkler Systems, Smoke Detectors, Fire Inspections
Education
Sheridan College 2008 — 2011
Finance
Fire Safety June 2013 - Present
Subaru of Mississauga January 2011 - June 2013
Warner Bros. Entertainment Group of Companies October 2010 - December 2010
Right Drive Inc 2009 - 2010
Wells Fargo Financial March 2006 - March 2009
Skills
Credit, Financial Analysis, Credit Analysis, Mortgage Lending, Customer Service, Finance, Banking, Risk Management, Loans, Analysis, Credit Risk, fire alarm, Emergency Lighting, Fire Sprinkler Systems, Smoke Detectors, Fire Inspections
Education
Sheridan College 2008 — 2011
Finance
Alison Reynolds's Wells Fargo Financial Experience June 2007 - November 2009
Job Recruiter at Bradley Staffing Group
Industry Staffing and Recruiting
Experience
Bradley Staffing Group September 2014 - Present
Tri-State, Inc. June 2010 - August 2014
RD Associates April 2011 - October 2012
Aneu December 2010 - April 2011
Summit Sports Training Center November 2009 - December 2010
Wells Fargo Financial June 2007 - November 2009
Skills
Marketing, Social Networking, Advertising, Leadership, Customer Service, Sales, New Business Development, Marketing Communications, Sales Management, Employee Relations, Inventory Management, Trade Shows, Management, Talent Acquisition, Recruiting, Corporate Recruiting, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Outlook
Education
Shippensburg University of Pennsylvania 2003 — 2007
BSBA, Marketing
Bradley Staffing Group September 2014 - Present
Tri-State, Inc. June 2010 - August 2014
RD Associates April 2011 - October 2012
Aneu December 2010 - April 2011
Summit Sports Training Center November 2009 - December 2010
Wells Fargo Financial June 2007 - November 2009
Skills
Marketing, Social Networking, Advertising, Leadership, Customer Service, Sales, New Business Development, Marketing Communications, Sales Management, Employee Relations, Inventory Management, Trade Shows, Management, Talent Acquisition, Recruiting, Corporate Recruiting, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Outlook
Education
Shippensburg University of Pennsylvania 2003 — 2007
BSBA, Marketing
Frank Cavallo Frank Cavallo's Wells Fargo Financial Experience 1996 - 2000
Job Business Development Manager at Dealer Tire
Industry Automotive
Experience
Dealer Tire December 2007 - Present
Wells Fargo Auto Finance 2002 - 2007
Certegy 2000 - 2002
Wells Fargo Financial 1996 - 2000
Affiliated Marketing Services 1994 - 1996
Education
San Diego State University-California State University
BS, Finance
Dealer Tire December 2007 - Present
Wells Fargo Auto Finance 2002 - 2007
Certegy 2000 - 2002
Wells Fargo Financial 1996 - 2000
Affiliated Marketing Services 1994 - 1996
Education
San Diego State University-California State University
BS, Finance
Ivana Rosas Ivana Rosas's Wells Fargo Financial Experience July 2003 - June 2005
Job Loan Officer at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2008 - Present
Kayak Mortgage April 2005 - August 2008
Wells Fargo Financial July 2003 - June 2005
Bank of America 1998 - 2003
A Baker's Art 1994 - 1998
Noyes Tax Service & Bookkeeping 1992 - 1994
Skills
Mortgage Lending, Loans, Mortgage Banking, Loan Origination, Credit, Refinance, FHA, Residential Mortgages, Banking, Credit Analysis, VA loans, USDA
Education
San Jose State University
Bachelors of Science, International Business Administration
JPMorgan Chase August 2008 - Present
Kayak Mortgage April 2005 - August 2008
Wells Fargo Financial July 2003 - June 2005
Bank of America 1998 - 2003
A Baker's Art 1994 - 1998
Noyes Tax Service & Bookkeeping 1992 - 1994
Skills
Mortgage Lending, Loans, Mortgage Banking, Loan Origination, Credit, Refinance, FHA, Residential Mortgages, Banking, Credit Analysis, VA loans, USDA
Education
San Jose State University
Bachelors of Science, International Business Administration
Sam Dehnad Sam Dehnad's Wells Fargo Financial Experience April 2004 - August 2004
Job Mortgage Banker at Chase
Industry Banking
Experience
Chase Bank April 2010 - Present
Pipeline Capital January 2008 - February 2009
The Home Loan Group, a JP Morgan Chase affiliate March 2007 - January 2008
Wells Fargo Home Mortgage August 2004 - January 2007
Wells Fargo Financial April 2004 - August 2004
Wells Fargo Financial March 2003 - August 2004
Wells Fargo Financial March 2003 - April 2004
Skills
Communication Skills, People Skills, Sales, Strategic Partnerships, Consistency, Longevity, Work in A Fast Paced..., Credit, Management, Mortgage Banking, Strategy, Recruiting, Competitive Analysis, Credit Analysis, Customer Service, Program Management
Education
San Jose State University
Bachelor’s Degree, Business Finance
San Jose State University
Master’s Degree, M.S. Medical Product Development Management
Chase Bank April 2010 - Present
Pipeline Capital January 2008 - February 2009
The Home Loan Group, a JP Morgan Chase affiliate March 2007 - January 2008
Wells Fargo Home Mortgage August 2004 - January 2007
Wells Fargo Financial April 2004 - August 2004
Wells Fargo Financial March 2003 - August 2004
Wells Fargo Financial March 2003 - April 2004
Skills
Communication Skills, People Skills, Sales, Strategic Partnerships, Consistency, Longevity, Work in A Fast Paced..., Credit, Management, Mortgage Banking, Strategy, Recruiting, Competitive Analysis, Credit Analysis, Customer Service, Program Management
Education
San Jose State University
Bachelor’s Degree, Business Finance
San Jose State University
Master’s Degree, M.S. Medical Product Development Management
Dunia Malouf Dunia Malouf's Wells Fargo Financial Experience December 2008 - June 2010
Job Branch Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2011 - Present
Wells Fargo July 2010 - December 2011
Wells Fargo Financial December 2008 - June 2010
Skills
Mortgage Lending, Consumer Lending, Credit, Underwriting, Loans, Banking, Credit Scoring, Credit Management, Lines Of Credit, Consolidation, Sales Management, Customer Service, FHA financing, Employee Training, Sales, Refinance, Leadership, Finance, Management
Education
San Jose State University 2004 — 2008
B.S, Management
Wells Fargo December 2011 - Present
Wells Fargo July 2010 - December 2011
Wells Fargo Financial December 2008 - June 2010
Skills
Mortgage Lending, Consumer Lending, Credit, Underwriting, Loans, Banking, Credit Scoring, Credit Management, Lines Of Credit, Consolidation, Sales Management, Customer Service, FHA financing, Employee Training, Sales, Refinance, Leadership, Finance, Management
Education
San Jose State University 2004 — 2008
B.S, Management
Ilyas Pasha - QA Analyst/Tester Ilyas Pasha - QA Analyst/Tester's Wells Fargo Financial Experience October 2007 - December 2008
Job ilyas.pasha79@gmail.com
Industry Financial Services
Experience
Morgan Stanley April 2010 - May 2011
Fidelity Investments January 2009 - March 2010
Wells Fargo Financial October 2007 - December 2008
Skills
Quality Center, User Acceptance Testing, QTP, SDLC, Test Automation, Regression Testing, Requirements Analysis, Testing, Software Documentation, System Testing, Manual Testing, LoadRunner, Software Quality..., Test Planning, Agile Methodologies, Test Cases, Quality Assurance
Education
San Francisco State University
MS, Finance
Morgan Stanley April 2010 - May 2011
Fidelity Investments January 2009 - March 2010
Wells Fargo Financial October 2007 - December 2008
Skills
Quality Center, User Acceptance Testing, QTP, SDLC, Test Automation, Regression Testing, Requirements Analysis, Testing, Software Documentation, System Testing, Manual Testing, LoadRunner, Software Quality..., Test Planning, Agile Methodologies, Test Cases, Quality Assurance
Education
San Francisco State University
MS, Finance
Yesenia Orozco Yesenia Orozco's Wells Fargo Financial Experience August 2005 - April 2006
Job Senior Business Process Analyst at 8x8, Inc.
Industry Consumer Electronics
Experience
8x8, Inc. April 2014 - Present
TiVo June 2010 - Present
TiVo August 2007 - June 2010
Solectron Corporation May 2006 - July 2007
Wells Fargo Financial August 2005 - April 2006
Clinique November 2004 - August 2005
Maxim Integrated Products June 2000 - August 2002
Skills
Sales, Cross-functional Team..., Program Management, Management, Materials Management, Process Improvement, CRM, Manufacturing, SAP, Analysis, Marketing, Leadership, Software Documentation, Product Management, Customer Service, Retail, Training, Sales Operations, Customer Satisfaction, Customer Experience, Vendor Management
Education
University of Phoenix 2008 — 2009
BS, Business Management
University of California, Santa Cruz 2000 — 2003
Electrical Engineering
NPS certification class
San Jose State University
University of Phoenix
BS, Business Management
gilroy high
8x8, Inc. April 2014 - Present
TiVo June 2010 - Present
TiVo August 2007 - June 2010
Solectron Corporation May 2006 - July 2007
Wells Fargo Financial August 2005 - April 2006
Clinique November 2004 - August 2005
Maxim Integrated Products June 2000 - August 2002
Skills
Sales, Cross-functional Team..., Program Management, Management, Materials Management, Process Improvement, CRM, Manufacturing, SAP, Analysis, Marketing, Leadership, Software Documentation, Product Management, Customer Service, Retail, Training, Sales Operations, Customer Satisfaction, Customer Experience, Vendor Management
Education
University of Phoenix 2008 — 2009
BS, Business Management
University of California, Santa Cruz 2000 — 2003
Electrical Engineering
NPS certification class
San Jose State University
University of Phoenix
BS, Business Management
gilroy high
Rob Dermody's Wells Fargo Financial Experience 2010 - 2011
Job Consumer Underwriter for Police Fire Credit Union
Industry Financial Services
Experience
Long & Foster Companies February 2010 - October 2011
Wells Fargo Financial 2010 - 2011
Wachovia July 2004 - February 2008
Skills
Investment Properties, FHA, First Time Home Buyers, Mortgage Lending, Real Estate, Short Sales, Banking, Mortgage Banking, Real Estate Economics, Refinance, Residential Mortgages, Credit Analysis, Loan Origination, Credit, Loans
Education
San Diego State University-California State University 1998 — 2001
BA, Graphic Design
Mt. Carmel High School
Long & Foster Companies February 2010 - October 2011
Wells Fargo Financial 2010 - 2011
Wachovia July 2004 - February 2008
Skills
Investment Properties, FHA, First Time Home Buyers, Mortgage Lending, Real Estate, Short Sales, Banking, Mortgage Banking, Real Estate Economics, Refinance, Residential Mortgages, Credit Analysis, Loan Origination, Credit, Loans
Education
San Diego State University-California State University 1998 — 2001
BA, Graphic Design
Mt. Carmel High School
Jason Beatty Jason Beatty's Wells Fargo Financial Experience October 2001 - August 2004
Job at International Graphics & Nameplate, Inc.
Industry Printing
Experience
International Graphics & Nameplate, Inc. July 2010 - Present
Techjet Imaging August 2004 - August 2010
NYBA 1990 - 2005
Wells Fargo Financial October 2001 - August 2004
Seattle Mariners March 2000 - October 2000
Skills
Graphics, Trade Shows, Large Format Printing, Banners, Account Management, Wide Format Printing, Digital Printing, Marketing, Advertising, Sales, Screen Printing, Pre-press, Adobe Creative Suite, Print Management, Direct Mail, Small Business, Corporate Gifts, Signs, Direct Marketing, Brand Development, Graphic Design, Newsletters, Variable Data Printing, Corporate Branding, Collateral
Education
University of Washington 1999 — 2001
Bachelors, Speech Communication
Shoreline Community College 1997 — 1999
AA, General
Inglemoor High School 1995 — 1997
International Graphics & Nameplate, Inc. July 2010 - Present
Techjet Imaging August 2004 - August 2010
NYBA 1990 - 2005
Wells Fargo Financial October 2001 - August 2004
Seattle Mariners March 2000 - October 2000
Skills
Graphics, Trade Shows, Large Format Printing, Banners, Account Management, Wide Format Printing, Digital Printing, Marketing, Advertising, Sales, Screen Printing, Pre-press, Adobe Creative Suite, Print Management, Direct Mail, Small Business, Corporate Gifts, Signs, Direct Marketing, Brand Development, Graphic Design, Newsletters, Variable Data Printing, Corporate Branding, Collateral
Education
University of Washington 1999 — 2001
Bachelors, Speech Communication
Shoreline Community College 1997 — 1999
AA, General
Inglemoor High School 1995 — 1997
Kristin (Forget) Botticella's Wells Fargo Financial Experience April 2004 - April 2006
Job Executive Assistant / Licensed Agent at Westboro Mortgage Investment Corporation
Industry Financial Services
Experience
Westboro Mortgage Investment Corporation February 2015 - Present
Only Mortgages Incorporated October 2014 - Present
The Mortgage Advisors October 2014 - January 2015
Street Capital June 2013 - February 2014
AGF Trust Company May 2008 - June 2013
MoneyConnect Inc. August 2006 - May 2008
Wells Fargo Financial April 2004 - April 2006
MoneyConnect Inc. March 2002 - April 2004
Skills
Credit Analysis, Credit Risk, Financial Risk, Credit, Investments, Portfolio Management, Mortgage Lending, Banking, Risk Management, Loans, Fraud, Mutual Funds, Financial Services, Compliance, Wealth Management, Funding, AML, Residential Mortgages
Education
Seneca College of Applied Arts and Technology 2003 — 2004
Financial Services Underwriting Diploma Program
Canadian Association of Accredited Mortgage Professionals (CAAMP)
Real Estate Institute of Canada
Mortgage Lending for Residential Housing
Westboro Mortgage Investment Corporation February 2015 - Present
Only Mortgages Incorporated October 2014 - Present
The Mortgage Advisors October 2014 - January 2015
Street Capital June 2013 - February 2014
AGF Trust Company May 2008 - June 2013
MoneyConnect Inc. August 2006 - May 2008
Wells Fargo Financial April 2004 - April 2006
MoneyConnect Inc. March 2002 - April 2004
Skills
Credit Analysis, Credit Risk, Financial Risk, Credit, Investments, Portfolio Management, Mortgage Lending, Banking, Risk Management, Loans, Fraud, Mutual Funds, Financial Services, Compliance, Wealth Management, Funding, AML, Residential Mortgages
Education
Seneca College of Applied Arts and Technology 2003 — 2004
Financial Services Underwriting Diploma Program
Canadian Association of Accredited Mortgage Professionals (CAAMP)
Real Estate Institute of Canada
Mortgage Lending for Residential Housing
Robert Woblesky Robert Woblesky's Wells Fargo Financial Experience August 2009 - February 2010
Job IT Application Engineer at Adobe
Industry Information Technology and Services
Experience
Adobe September 2014 - Present
Adobe February 2012 - September 2014
designedRAW January 2014 - August 2014
Adobe Systems July 2011 - January 2012
Adecco Group March 2010 - June 2011
Wells Fargo Financial August 2009 - February 2010
Santa Clara University April 2008 - June 2009
Silicon Valley Capital Management June 2008 - September 2008
Skills
JIRA, HTML5, CSS3, JavaScript, Photoshop, Illustrator, HTML, CSS, Node.js, Python, Web Design, SQL, Oracle SQL Developer, PHP, Scrum, Analysis, Project Management, Testing, SharePoint, Leadership, Management, Microsoft Office, Microsoft Excel, Project Planning, Release Management, Databases
Education
Santa Clara University 2005 — 2009
Bachelor of Science Commerce, Finance; Leadership
Bellarmine College Preparatory 2001 — 2005
Adobe September 2014 - Present
Adobe February 2012 - September 2014
designedRAW January 2014 - August 2014
Adobe Systems July 2011 - January 2012
Adecco Group March 2010 - June 2011
Wells Fargo Financial August 2009 - February 2010
Santa Clara University April 2008 - June 2009
Silicon Valley Capital Management June 2008 - September 2008
Skills
JIRA, HTML5, CSS3, JavaScript, Photoshop, Illustrator, HTML, CSS, Node.js, Python, Web Design, SQL, Oracle SQL Developer, PHP, Scrum, Analysis, Project Management, Testing, SharePoint, Leadership, Management, Microsoft Office, Microsoft Excel, Project Planning, Release Management, Databases
Education
Santa Clara University 2005 — 2009
Bachelor of Science Commerce, Finance; Leadership
Bellarmine College Preparatory 2001 — 2005
Jeff Hartung's Wells Fargo Financial Experience 2007 - 2008
Job Sales / Estimator professional
Industry Construction
Experience
Furniture Medic January 2015 - Present
City Clerks Office City of Santa Clara May 2014 - July 2014
Wells Fargo Financial 2007 - 2008
Stanford University June 2006 - January 2007
Skills
Customer-focused Service, Financial Analysis, Consulting, Sales Management, Sales Operations, Environmental Issues, Customer Service..., Environmental Impact..., Microsoft Excel, Environmental Awareness, Construction Management, Account Management, Renewable Energy, Sustainability, Customer Satisfaction, Project Planning, PowerPoint, Research, Energy Policy, Energy, ArcGIS, GIS, Sustainable Energy, Data Analysis, Policy Analysis, Finance, Report Writing, Technical Writing, Climate Change, Public Policy, Microsoft Office, Critical Thinking, Policy, Customer Service, Management, Public Speaking
Education
San Jose State University 2012 — 2014
Bachelor's Degree, Environmental Studies, minors in Energy Policy & Urban Planning.
San Jose State University
Environmental studies, Energy policy
San Jose City College 2009 — 2012
Environmental Studies, City/Urban, Community and Regional Planning
Furniture Medic January 2015 - Present
City Clerks Office City of Santa Clara May 2014 - July 2014
Wells Fargo Financial 2007 - 2008
Stanford University June 2006 - January 2007
Skills
Customer-focused Service, Financial Analysis, Consulting, Sales Management, Sales Operations, Environmental Issues, Customer Service..., Environmental Impact..., Microsoft Excel, Environmental Awareness, Construction Management, Account Management, Renewable Energy, Sustainability, Customer Satisfaction, Project Planning, PowerPoint, Research, Energy Policy, Energy, ArcGIS, GIS, Sustainable Energy, Data Analysis, Policy Analysis, Finance, Report Writing, Technical Writing, Climate Change, Public Policy, Microsoft Office, Critical Thinking, Policy, Customer Service, Management, Public Speaking
Education
San Jose State University 2012 — 2014
Bachelor's Degree, Environmental Studies, minors in Energy Policy & Urban Planning.
San Jose State University
Environmental studies, Energy policy
San Jose City College 2009 — 2012
Environmental Studies, City/Urban, Community and Regional Planning
Allie (Whalen) Harris Allie (Whalen) Harris's Wells Fargo Financial Experience August 2008 - June 2010
Job Insurance Advisor at RBC Insurance
Industry Insurance
Experience
Harris Alley Art 2014 - Present
RBC Insurance July 2010 - Present
State Farm Insurance December 2011 - April 2012
Wells Fargo Financial August 2008 - June 2010
Stirling Festival Theatre 2004 - 2006
Skills
Life Insurance, Property & Casualty..., Insurance, Underwriting, Strategic Financial..., Commercial Insurance, Fixed Annuities, Health Insurance, Disability Insurance, Term Life Insurance, Long-term Care, Retirement Planning, Mortgage Lending, Credit, Universal Life, Liability
Education
Sheridan College 2004 — 2006
Technical Theatre
Bayside Secondary School 1999 — 2003
High School Diploma, Honours
Harris Alley Art 2014 - Present
RBC Insurance July 2010 - Present
State Farm Insurance December 2011 - April 2012
Wells Fargo Financial August 2008 - June 2010
Stirling Festival Theatre 2004 - 2006
Skills
Life Insurance, Property & Casualty..., Insurance, Underwriting, Strategic Financial..., Commercial Insurance, Fixed Annuities, Health Insurance, Disability Insurance, Term Life Insurance, Long-term Care, Retirement Planning, Mortgage Lending, Credit, Universal Life, Liability
Education
Sheridan College 2004 — 2006
Technical Theatre
Bayside Secondary School 1999 — 2003
High School Diploma, Honours
Jacqueline de los Santos's Wells Fargo Financial Experience November 2004 - May 2005
Job HR Coordinator at FdL Development
Industry Government Relations
Experience
FdL Development November 2012 - Present
Leonie September 2008 - November 2012
Leonie September 2008 - February 2009
LifeSpan Medicine February 2006 - September 2008
Access Nurses Corporate Administrative Assistant June 2005 - February 2006
Wells Fargo Financial November 2004 - May 2005
Sunterra Corporation August 2003 - November 2004
Skills
Spreadsheets, Excel, Documentation, Benefits Administration, Database Administration, Human Resources, Microsoft Excel, Editing, Customer Service, Recruiting, Management, Software Documentation, Employee Relations, Team Building, Program Management, Talent Acquisition, Security Clearance, Leadership, Security, Training, Temporary Placement, Sourcing, System Administration, Applicant Tracking..., Research, International Relations, Policy, Microsoft Office, Analysis, Payroll, Interviews, HRIS, Employee Benefits, Government, Performance Management, Time Management, DoD, Employee Training, Proposal Writing, Intelligence, Intelligence Analysis, Defense, Military, Leadership Development, Talent Management, National Security, Office Management, Technical Recruiting, Onboarding, Government Contracting
Education
Santa Monica College
AA, Communications
FdL Development November 2012 - Present
Leonie September 2008 - November 2012
Leonie September 2008 - February 2009
LifeSpan Medicine February 2006 - September 2008
Access Nurses Corporate Administrative Assistant June 2005 - February 2006
Wells Fargo Financial November 2004 - May 2005
Sunterra Corporation August 2003 - November 2004
Skills
Spreadsheets, Excel, Documentation, Benefits Administration, Database Administration, Human Resources, Microsoft Excel, Editing, Customer Service, Recruiting, Management, Software Documentation, Employee Relations, Team Building, Program Management, Talent Acquisition, Security Clearance, Leadership, Security, Training, Temporary Placement, Sourcing, System Administration, Applicant Tracking..., Research, International Relations, Policy, Microsoft Office, Analysis, Payroll, Interviews, HRIS, Employee Benefits, Government, Performance Management, Time Management, DoD, Employee Training, Proposal Writing, Intelligence, Intelligence Analysis, Defense, Military, Leadership Development, Talent Management, National Security, Office Management, Technical Recruiting, Onboarding, Government Contracting
Education
Santa Monica College
AA, Communications
Andrey Dombrowski's Wells Fargo Financial Experience January 2008 - August 2008
Job Member Consultant Lead at BECU
Industry Banking
Experience
BECU August 2015 - Present
Boeing Employee's Credit Union January 2015 - Present
Boeing Employee's Credit Union August 2008 - December 2014
Wells Fargo Financial January 2008 - August 2008
Blue Star Café and Pub August 2006 - January 2008
Beso Del Sol November 2002 - June 2006
CRU Institute October 2004 - January 2006
The Home Depot August 2000 - September 2001
Skills
Credit Unions, Banking, Credit, Sales, Consumer Lending, Loans, Customer Service, Customer Experience, Retail Banking, Mortgage Lending, Management, Credit Analysis, Mortgage Banking, Leadership, Group Work, Analytical Skills, Credit Scoring, Public Speaking, Training, Residential Mortgages, Sensitive Information, Microsoft Office, Finance, Multi Tasking, Peer Mentoring, Team-oriented, Interpersonal Skill, Conflict Resolution, Problem Solving, Presenter, Leading Meetings, Small Business Banking, Track Record Of..., Task Completion, Adaptability, Organization, Flexibility, Relationship Management, Project Management, Business Intelligence, community relations
Education
University of Washington 2005 — 2007
B.A, Business Administration; Finance, 3.6 GPA
Shoreline Community College 2003 — 2005
Associates in Arts and Sciences, Business
BECU August 2015 - Present
Boeing Employee's Credit Union January 2015 - Present
Boeing Employee's Credit Union August 2008 - December 2014
Wells Fargo Financial January 2008 - August 2008
Blue Star Café and Pub August 2006 - January 2008
Beso Del Sol November 2002 - June 2006
CRU Institute October 2004 - January 2006
The Home Depot August 2000 - September 2001
Skills
Credit Unions, Banking, Credit, Sales, Consumer Lending, Loans, Customer Service, Customer Experience, Retail Banking, Mortgage Lending, Management, Credit Analysis, Mortgage Banking, Leadership, Group Work, Analytical Skills, Credit Scoring, Public Speaking, Training, Residential Mortgages, Sensitive Information, Microsoft Office, Finance, Multi Tasking, Peer Mentoring, Team-oriented, Interpersonal Skill, Conflict Resolution, Problem Solving, Presenter, Leading Meetings, Small Business Banking, Track Record Of..., Task Completion, Adaptability, Organization, Flexibility, Relationship Management, Project Management, Business Intelligence, community relations
Education
University of Washington 2005 — 2007
B.A, Business Administration; Finance, 3.6 GPA
Shoreline Community College 2003 — 2005
Associates in Arts and Sciences, Business
Allison Sabins's Wells Fargo Financial Experience March 2009 - March 2010
Job Event Manager
Industry Marketing and Advertising
Experience
Innovation Event Management May 2014 - Present
MICROS Systems Inc April 2013 - May 2014
MICROS Systems Inc October 2011 - April 2013
Farmers Insurance March 2010 - October 2011
Wells Fargo Financial March 2009 - March 2010
Skills
Account Management, Cold Calling, Customer Service, Financial Services, Insurance, Loans, Management, Marketing, Microsoft Excel, Sales, Salesforce.com
Education
Texas State University 2006 — 2008
BBA, Marketing
San Jacinto College 2004 — 2006
Innovation Event Management May 2014 - Present
MICROS Systems Inc April 2013 - May 2014
MICROS Systems Inc October 2011 - April 2013
Farmers Insurance March 2010 - October 2011
Wells Fargo Financial March 2009 - March 2010
Skills
Account Management, Cold Calling, Customer Service, Financial Services, Insurance, Loans, Management, Marketing, Microsoft Excel, Sales, Salesforce.com
Education
Texas State University 2006 — 2008
BBA, Marketing
San Jacinto College 2004 — 2006
ERNIE ARRIZZA ERNIE ARRIZZA's Wells Fargo Financial Experience March 2005 - June 2007
Job Real Estate Agent @ Century 21 Kelleher
Industry Real Estate
Experience
CENTURY 21 KELLEHER January 2010 - Present
Century 21 Miller June 2008 - December 2009
Wells Fargo Financial March 2005 - June 2007
Skills
Sales, Photogaphy, Videography, Photoshop, Music Production, Social Media Marketing, Email Marketing, Real Estate, Mortgage Lending, Final Cut Pro X, Investment Properties, Marketing, First Time Home Buyers, Final Cut Pro, Customer Service, Marketing Strategy, Selling, Condos, Listings, Real Estate Transactions, Buyer Representation, Social Media, Negotiation, Investments, Resellers, Referrals, Investors, Home Staging, Contract Negotiation, Relocation, Residential Homes, ABR, Townhomes, Advertising, Sellers, Property, New Home Sales, Sales Management, Buyers, Commercial Real Estate, Real Property, Waterfront, New Homes, Luxury, Single Family Homes, Seniors, Rentals
Education
Witz 2012 — 2012
OREA College 2007 — 2010
Sheridan College 2002 — 2005
BUSINESS, MARKETING
St. Martin's Secondary School 1992 — 1998
High School, High School
CENTURY 21 KELLEHER January 2010 - Present
Century 21 Miller June 2008 - December 2009
Wells Fargo Financial March 2005 - June 2007
Skills
Sales, Photogaphy, Videography, Photoshop, Music Production, Social Media Marketing, Email Marketing, Real Estate, Mortgage Lending, Final Cut Pro X, Investment Properties, Marketing, First Time Home Buyers, Final Cut Pro, Customer Service, Marketing Strategy, Selling, Condos, Listings, Real Estate Transactions, Buyer Representation, Social Media, Negotiation, Investments, Resellers, Referrals, Investors, Home Staging, Contract Negotiation, Relocation, Residential Homes, ABR, Townhomes, Advertising, Sellers, Property, New Home Sales, Sales Management, Buyers, Commercial Real Estate, Real Property, Waterfront, New Homes, Luxury, Single Family Homes, Seniors, Rentals
Education
Witz 2012 — 2012
OREA College 2007 — 2010
Sheridan College 2002 — 2005
BUSINESS, MARKETING
St. Martin's Secondary School 1992 — 1998
High School, High School
Nicole Bernhard's Wells Fargo Financial Experience November 2004 - March 2008
Job Senior Recruiter at Sungard Availability Services
Industry Information Technology and Services
Experience
Sungard Availability Services June 2015 - Present
TEKsystems October 2011 - Present
TEKsystems February 2015 - May 2015
TEKsystems January 2011 - October 2011
TEKsystems April 2008 - January 2011
Wells Fargo Financial November 2004 - March 2008
Wells Fargo Financial November 2003 - November 2004
Wells Fargo Financial May 2002 - November 2003
Skills
Loans, Sales Operations, CRM, Financial Services, Sales, SDLC, Solution Selling, Management, Recruiting, SQL, Staffing Services, Credit, Technical Recruiting, Internet Recruiting, Customer Service, Consulting, Visio, Talent Acquisition, Applicant Tracking..., Software Documentation, Benefits Negotiation, Employee Benefits, Leadership, SharePoint, Direct Sales, Business Analysis, Contract Recruitment, College Recruiting, Staff Augmentation, System Administration, Salesforce.com, Screening Resumes, Vendor Management, Temporary Placement, Networking, Sourcing, Cold Calling, Screening
Education
Shippensburg University of Pennsylvania 1998 — 2002
Bachelors, Communications
Sungard Availability Services June 2015 - Present
TEKsystems October 2011 - Present
TEKsystems February 2015 - May 2015
TEKsystems January 2011 - October 2011
TEKsystems April 2008 - January 2011
Wells Fargo Financial November 2004 - March 2008
Wells Fargo Financial November 2003 - November 2004
Wells Fargo Financial May 2002 - November 2003
Skills
Loans, Sales Operations, CRM, Financial Services, Sales, SDLC, Solution Selling, Management, Recruiting, SQL, Staffing Services, Credit, Technical Recruiting, Internet Recruiting, Customer Service, Consulting, Visio, Talent Acquisition, Applicant Tracking..., Software Documentation, Benefits Negotiation, Employee Benefits, Leadership, SharePoint, Direct Sales, Business Analysis, Contract Recruitment, College Recruiting, Staff Augmentation, System Administration, Salesforce.com, Screening Resumes, Vendor Management, Temporary Placement, Networking, Sourcing, Cold Calling, Screening
Education
Shippensburg University of Pennsylvania 1998 — 2002
Bachelors, Communications
Michael Young Michael Young's Wells Fargo Financial Experience September 1994 - March 1996
Job President, Realty World Blue Property Group, Inc.
Industry Real Estate
Experience
Realty World - Blue Property Group March 2007 - Present
Blue Property Group, Inc. October 2004 - Present
New Homes Realty June 2002 - October 2004
Independent Consulting Services September 2000 - June 2002
Premier Financial & Associates March 1996 - September 2000
Wells Fargo Financial September 1994 - March 1996
First Fidelity Bank June 1993 - August 1994
Dean Witter January 1992 - June 1993
Advantest December 1990 - January 1992
Kaiser Electronics & Aerospace May 1989 - December 1990
Skills
Short Sales, Foreclosures, REO, Sellers, Single Family Homes, Condos, Investment Properties, Buyer Representation, Real Estate, First Time Home Buyers, Relocation, Listings, Residential Homes, Townhomes, Referrals, Selling, Property, Buyers, Real Property, Investors, Real Estate Transactions, Luxury, Investments, Seniors, Resellers, Brokerage, Rentals, New Home Sales, Home Staging, FHA, Real Estate Financing, Property Management, Sales
Education
San Francisco State University 1984 — 1989
Bachelor of Science, Computer Science
Realty World - Blue Property Group March 2007 - Present
Blue Property Group, Inc. October 2004 - Present
New Homes Realty June 2002 - October 2004
Independent Consulting Services September 2000 - June 2002
Premier Financial & Associates March 1996 - September 2000
Wells Fargo Financial September 1994 - March 1996
First Fidelity Bank June 1993 - August 1994
Dean Witter January 1992 - June 1993
Advantest December 1990 - January 1992
Kaiser Electronics & Aerospace May 1989 - December 1990
Skills
Short Sales, Foreclosures, REO, Sellers, Single Family Homes, Condos, Investment Properties, Buyer Representation, Real Estate, First Time Home Buyers, Relocation, Listings, Residential Homes, Townhomes, Referrals, Selling, Property, Buyers, Real Property, Investors, Real Estate Transactions, Luxury, Investments, Seniors, Resellers, Brokerage, Rentals, New Home Sales, Home Staging, FHA, Real Estate Financing, Property Management, Sales
Education
San Francisco State University 1984 — 1989
Bachelor of Science, Computer Science
Robert Salem Robert Salem's Wells Fargo Financial Experience May 2003 - May 2005
Job Regional Sales Manager at Philadelphia Insurance Companies
Industry Insurance
Experience
Philadelphia Insurance Companies May 2005 - Present
Wells Fargo Financial May 2003 - May 2005
Skills
Commercial Insurance, Property & Casualty..., Underwriting, Insurance, Professional Liability, Workers Compensation, Casualty, Legal Liability, Liability, General Insurance, D&O, Commercial Lines, Brokers, Umbrella Insurance, Claim
Education
San Diego State University-California State University 2000 — 2003
Bachelors Degree, Business
Philadelphia Insurance Companies May 2005 - Present
Wells Fargo Financial May 2003 - May 2005
Skills
Commercial Insurance, Property & Casualty..., Underwriting, Insurance, Professional Liability, Workers Compensation, Casualty, Legal Liability, Liability, General Insurance, D&O, Commercial Lines, Brokers, Umbrella Insurance, Claim
Education
San Diego State University-California State University 2000 — 2003
Bachelors Degree, Business
Keimesha White Keimesha White's Wells Fargo Financial Experience April 2007 - July 2010
Job Payment Processing Specialist at TitleMasters of Georgia, LLC
Industry Financial Services
Experience
TitleMasters Holdings, LLC September 2011 - July 2012
TitleMasters Holdings, LLC July 2010 - July 2012
Wells Fargo Financial April 2007 - July 2010
JCPenney April 2004 - May 2007
Skills
Microsoft Office, Strategic Thinking, Basic Accounting, Account Reconciliation, Accounting, Bank Reconciliation, Customer Service, Credit
Education
Savannah State University 2002 — 2006
Bachelors of Business Administration, Accounting
TitleMasters Holdings, LLC September 2011 - July 2012
TitleMasters Holdings, LLC July 2010 - July 2012
Wells Fargo Financial April 2007 - July 2010
JCPenney April 2004 - May 2007
Skills
Microsoft Office, Strategic Thinking, Basic Accounting, Account Reconciliation, Accounting, Bank Reconciliation, Customer Service, Credit
Education
Savannah State University 2002 — 2006
Bachelors of Business Administration, Accounting
Justin Carey's Wells Fargo Financial Experience October 2008 - June 2009
Job Business Development Officer at San Diego County Credit Union
Industry Banking
Experience
San Diego County Credit Union April 2014 - Present
Better Business Bureau August 2013 - April 2014
Better Business Bureau January 2011 - July 2013
Wells Fargo Bank June 2009 - January 2011
Wells Fargo Financial October 2008 - June 2009
Skills
Financial Analysis, Social Media, Professional..., Customer Service, Sales, Microsoft Office, Finance, Research, Loans, Nonprofits, Public Speaking, Microsoft Excel, Microsoft Word, Business Development, Banking
Education
San Diego State University-California State University 2003 — 2008
Bachelor’s Degree, Economics
San Diego County Credit Union April 2014 - Present
Better Business Bureau August 2013 - April 2014
Better Business Bureau January 2011 - July 2013
Wells Fargo Bank June 2009 - January 2011
Wells Fargo Financial October 2008 - June 2009
Skills
Financial Analysis, Social Media, Professional..., Customer Service, Sales, Microsoft Office, Finance, Research, Loans, Nonprofits, Public Speaking, Microsoft Excel, Microsoft Word, Business Development, Banking
Education
San Diego State University-California State University 2003 — 2008
Bachelor’s Degree, Economics
Ingrid Nixon Ingrid Nixon's Wells Fargo Financial Experience 2007 - 2008
Job Big Data Project/Program Manager at Hewlett Packard
Industry Computer Software
Experience
Hewlett Packard November 2010 - July 2015
PayPal May 2010 - November 2010
Linden Lab August 2008 - April 2010
Cisco Systems May 2008 - August 2008
Wells Fargo Financial 2007 - 2008
eBay Corporation January 2007 - September 2007
Xactly Corporation October 2005 - September 2006
Cisco Systems June 2005 - August 2005
eBay April 2004 - April 2005
Skills
Enterprise Software, Agile Methodologies, Software Development, Cross-functional Team..., Project Management, Scrum, Program Management, SDLC, Quality Assurance, Software Project..., Change Management, Business Analysis, Management, Business Intelligence, Agile Project Management, Integration, Requirements Analysis, Software Documentation, SaaS, Product Management, Consulting, PMP, Big Data, Information Management, Vendor Management
Education
San Jose State University 1992 — 1995
Bachelor of Arts (B.A.), Marketing
Hewlett Packard November 2010 - July 2015
PayPal May 2010 - November 2010
Linden Lab August 2008 - April 2010
Cisco Systems May 2008 - August 2008
Wells Fargo Financial 2007 - 2008
eBay Corporation January 2007 - September 2007
Xactly Corporation October 2005 - September 2006
Cisco Systems June 2005 - August 2005
eBay April 2004 - April 2005
Skills
Enterprise Software, Agile Methodologies, Software Development, Cross-functional Team..., Project Management, Scrum, Program Management, SDLC, Quality Assurance, Software Project..., Change Management, Business Analysis, Management, Business Intelligence, Agile Project Management, Integration, Requirements Analysis, Software Documentation, SaaS, Product Management, Consulting, PMP, Big Data, Information Management, Vendor Management
Education
San Jose State University 1992 — 1995
Bachelor of Arts (B.A.), Marketing
Ali Poswal Ali Poswal's Wells Fargo Financial Experience March 2009 - July 2010
Job Assistant Vice President | Private Banking Manager | Investment Advisor Representative
Industry Financial Services
Experience
Technology Credit Union December 2012 - Present
Wells Fargo July 2010 - December 2012
Wells Fargo Financial March 2009 - July 2010
CommonWealth Central Credit Union February 2008 - March 2009
Fireside Bank October 2006 - January 2008
Classic Vacations 2004 - 2006
Skills
Banking, Credit, Loans, Credit Analysis, Mortgage Lending, Portfolio Management, Finance, Commercial Lending, Financial Services, Cross Selling, Consumer Lending, Relationship Management, Underwriting, Private Banking, Investments, Insurance, Account Management, Series 7
Education
San Jose State University 2001 — 2006
Business Management, Business
John Swett High School
Technology Credit Union December 2012 - Present
Wells Fargo July 2010 - December 2012
Wells Fargo Financial March 2009 - July 2010
CommonWealth Central Credit Union February 2008 - March 2009
Fireside Bank October 2006 - January 2008
Classic Vacations 2004 - 2006
Skills
Banking, Credit, Loans, Credit Analysis, Mortgage Lending, Portfolio Management, Finance, Commercial Lending, Financial Services, Cross Selling, Consumer Lending, Relationship Management, Underwriting, Private Banking, Investments, Insurance, Account Management, Series 7
Education
San Jose State University 2001 — 2006
Business Management, Business
John Swett High School
Anthony Dell's Wells Fargo Financial Experience March 2009 - July 2010
Job Sr. Customer Success Manager, Intuit Demandforce
Industry Computer Software
Experience
Intuit September 2014 - Present
American Associated Inc. January 2000 - Present
Snelson Companies, Inc July 2012 - November 2013
P.F. Changs China Bistro September 2005 - May 2012
Wells Fargo Financial March 2009 - July 2010
Skills
Restaurant Management, Management, Hospitality, Microsoft Office, Restaurants, Marketing, Food Service, Menu Development, Microsoft Excel, Sales, Training, Customer Service, Food & Beverage, Food, Hospitality Management, Micros, Catering, Budgets, Supervisory Skills, Process Scheduler, Forecasting, Inventory Management, Financial Analysis, Leadership, Strategic Planning, Finance, Team Building, SaaS, Innovation Development, Onboarding, Software Quality...
Education
San Jose State University 2008 — 2011
Decision Sciences Certificate, Marketing Research
San Jose State University 2003 — 2008
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Intuit September 2014 - Present
American Associated Inc. January 2000 - Present
Snelson Companies, Inc July 2012 - November 2013
P.F. Changs China Bistro September 2005 - May 2012
Wells Fargo Financial March 2009 - July 2010
Skills
Restaurant Management, Management, Hospitality, Microsoft Office, Restaurants, Marketing, Food Service, Menu Development, Microsoft Excel, Sales, Training, Customer Service, Food & Beverage, Food, Hospitality Management, Micros, Catering, Budgets, Supervisory Skills, Process Scheduler, Forecasting, Inventory Management, Financial Analysis, Leadership, Strategic Planning, Finance, Team Building, SaaS, Innovation Development, Onboarding, Software Quality...
Education
San Jose State University 2008 — 2011
Decision Sciences Certificate, Marketing Research
San Jose State University 2003 — 2008
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Matthew Olecki's Wells Fargo Financial Experience January 2009 - May 2010
Job Registered Client Representative
Industry Financial Services
Experience
Kades-Margolis Corporation July 2011 - Present
Penn Mutual May 2010 - July 2011
Wells Fargo Financial January 2009 - May 2010
Skills
Finance, Financial Services, Credit, Investments, Strategic Financial..., Asset Management, ERISA
Education
Shippensburg University of Pennsylvania 2004 — 2009
Bachelors of Science Business Administration, Finance
Perkiomen Valley High School 2001 — 2004
Kades-Margolis Corporation July 2011 - Present
Penn Mutual May 2010 - July 2011
Wells Fargo Financial January 2009 - May 2010
Skills
Finance, Financial Services, Credit, Investments, Strategic Financial..., Asset Management, ERISA
Education
Shippensburg University of Pennsylvania 2004 — 2009
Bachelors of Science Business Administration, Finance
Perkiomen Valley High School 2001 — 2004
Stephen Gamp Stephen Gamp's Wells Fargo Financial Experience June 2002 - September 2010
Job Vice President, Citi Ventures
Industry Financial Services
Experience
Citi January 2015 - Present
Citibank September 2010 - December 2014
Wells Fargo Financial June 2002 - September 2010
Skills
Consumer Lending, Loans, Leadership, Credit, Portfolio Management, Cold Calling, Cross Selling, Recruiting, Mortgage Lending, Small Business Lending, Banking, Commercial Lending, Credit Analysis, Commercial Banking, Team Building, Coaching, Credit Cards, Sales Management, Management, New Business Development
Education
San Diego State University-California State University 1998 — 2002
BS, Business Administration - Management
Rancho Bernardo High School
Citi January 2015 - Present
Citibank September 2010 - December 2014
Wells Fargo Financial June 2002 - September 2010
Skills
Consumer Lending, Loans, Leadership, Credit, Portfolio Management, Cold Calling, Cross Selling, Recruiting, Mortgage Lending, Small Business Lending, Banking, Commercial Lending, Credit Analysis, Commercial Banking, Team Building, Coaching, Credit Cards, Sales Management, Management, New Business Development
Education
San Diego State University-California State University 1998 — 2002
BS, Business Administration - Management
Rancho Bernardo High School
Ryan Evenson Ryan Evenson's Wells Fargo Financial Experience 2007 - 2009
Job Senior banking professional
Industry Banking
Experience
Wells Fargo Home Mortgage February 2009 - Present
Wells Fargo & Company 2007 - 2011
Wells Fargo Home Mortgage 2010 - 2010
Wells Fargo Financial 2007 - 2009
Skills
Mortgage Lending, Mortgage Banking, Financial Services, Retail Banking, Underwriting, Mortgage Underwriting, Real Estate, Real Estate Financing, Workflow Management, Business Workflows, Team Leadership, Leadership, Investment Strategies, Investment Management, Credit, Investments
Education
San Diego State University-California State University 2002 — 2007
BS, Business Administration, Emphasis and Distinction in Finance
Wells Fargo Home Mortgage February 2009 - Present
Wells Fargo & Company 2007 - 2011
Wells Fargo Home Mortgage 2010 - 2010
Wells Fargo Financial 2007 - 2009
Skills
Mortgage Lending, Mortgage Banking, Financial Services, Retail Banking, Underwriting, Mortgage Underwriting, Real Estate, Real Estate Financing, Workflow Management, Business Workflows, Team Leadership, Leadership, Investment Strategies, Investment Management, Credit, Investments
Education
San Diego State University-California State University 2002 — 2007
BS, Business Administration, Emphasis and Distinction in Finance
Jillian Takeuchi Jillian Takeuchi's Wells Fargo Financial Experience February 2002 - May 2005
Job SBA Business Development Officer at Wells Fargo
Industry Banking
Experience
Wells Fargo, the #1 SBA Lender in the Nation March 2014 - Present
Tri Counties Bank September 2011 - March 2014
Wells Fargo Bank September 2008 - September 2011
Wells Fargo Retail Services, Inc. May 2005 - September 2008
Wells Fargo Financial February 2002 - May 2005
Skills
Business Development, Commercial Lending, Underwriting, Credit Analysis, Financial Analysis, Relationship Management, Commercial Banking, Portfolio Management, Small Business Lending, Consumer Lending, Loan Origination, Credit, Banking, Management, Lines Of Credit, Loans, Real Estate, Cash Management, Commercial Mortgages, Asset Based Lending, SBA, Refinance, Commercial Real Estate, Construction Loans, Treasury Management, Investment Properties, Financial Risk, Cross Selling, Credit Risk, Finance, Real Estate Financing, Risk Management, Cash Flow, Commercial Finance, Real Estate Transactions, Small Business
Education
San Diego State University-California State University 1998 — 2001
B.A.
Mount San Antonio College 1995 — 1998
A.A.
Wells Fargo, the #1 SBA Lender in the Nation March 2014 - Present
Tri Counties Bank September 2011 - March 2014
Wells Fargo Bank September 2008 - September 2011
Wells Fargo Retail Services, Inc. May 2005 - September 2008
Wells Fargo Financial February 2002 - May 2005
Skills
Business Development, Commercial Lending, Underwriting, Credit Analysis, Financial Analysis, Relationship Management, Commercial Banking, Portfolio Management, Small Business Lending, Consumer Lending, Loan Origination, Credit, Banking, Management, Lines Of Credit, Loans, Real Estate, Cash Management, Commercial Mortgages, Asset Based Lending, SBA, Refinance, Commercial Real Estate, Construction Loans, Treasury Management, Investment Properties, Financial Risk, Cross Selling, Credit Risk, Finance, Real Estate Financing, Risk Management, Cash Flow, Commercial Finance, Real Estate Transactions, Small Business
Education
San Diego State University-California State University 1998 — 2001
B.A.
Mount San Antonio College 1995 — 1998
A.A.
Geoffrey O'Neil Geoffrey O'Neil's Wells Fargo Financial Experience April 2006 - November 2006
Job Special Assets Officer II at Umpqua Bank
Industry Real Estate
Experience
Umpqua Bank April 2015 - Present
Umpqua Bank April 2011 - Present
Zillow.com September 2009 - April 2011
Washington Mutual September 2007 - January 2009
Wells Fargo Financial April 2006 - November 2006
Skills
Mortgage Lending, Leadership, Marketing, Microsoft Word, Microsoft Office, Negotiation, Real Estate, Team Building, Strategic Planning, Salesforce.com, Refinance
Education
Washington State University 2002 — 2005
B.A.
Seton Hall University 2001 — 2002
Umpqua Bank April 2015 - Present
Umpqua Bank April 2011 - Present
Zillow.com September 2009 - April 2011
Washington Mutual September 2007 - January 2009
Wells Fargo Financial April 2006 - November 2006
Skills
Mortgage Lending, Leadership, Marketing, Microsoft Word, Microsoft Office, Negotiation, Real Estate, Team Building, Strategic Planning, Salesforce.com, Refinance
Education
Washington State University 2002 — 2005
B.A.
Seton Hall University 2001 — 2002
Jeffrey Sleep Jeffrey Sleep's Wells Fargo Financial Experience April 2003 - December 2007
Job Director, Business Development At Freedom 55 Financial/London Life
Industry Financial Services
Experience
Freedom 55 Financial/London Life May 2011 - Present
CIBC December 2007 - May 2011
Wells Fargo Financial April 2003 - December 2007
Skills
Retirement, Credit, Wealth Management, Mortgage Lending, Mutual Funds, Retirement Planning, Strategic Financial..., Investments, Financial Advisory, Investment Advisory, Financial Planners, Wealth, Investment Strategies, Portfolio Management, Fixed Annuities, Loans, Securities, Banking, Wealth Accumulation, Asset Allocation, Insurance, Credit Analysis, Finance
Education
Seneca College of Applied Arts and Technology 1994 — 1996
Freedom 55 Financial/London Life May 2011 - Present
CIBC December 2007 - May 2011
Wells Fargo Financial April 2003 - December 2007
Skills
Retirement, Credit, Wealth Management, Mortgage Lending, Mutual Funds, Retirement Planning, Strategic Financial..., Investments, Financial Advisory, Investment Advisory, Financial Planners, Wealth, Investment Strategies, Portfolio Management, Fixed Annuities, Loans, Securities, Banking, Wealth Accumulation, Asset Allocation, Insurance, Credit Analysis, Finance
Education
Seneca College of Applied Arts and Technology 1994 — 1996
Amie Johnson's Wells Fargo Financial Experience July 2006 - December 2008
Job Senior Client Account Consultant
Industry Financial Services
Experience
Mercer July 2014 - Present
Wells Fargo Home Mortgage February 2014 - June 2014
Farmers Insurance January 2009 - January 2014
City of Bondurant 2011 - 2013
City of Bondurant 2011 - 2013
Wells Fargo Financial July 2006 - December 2008
Wells Fargo Finanial Leasing July 2004 - July 2006
Wells Fargo Financial Leasing March 2001 - July 2004
Skills
Insurance, Sales, Health Insurance, General Insurance, Finance, Small Business, Relationship Management, Process Improvement, Customer Retention, Property & Casualty..., Financial Services, Term Life Insurance, Umbrella Insurance, Commercial Insurance, Strategic Planning, Building Professional..., Life Insurance, Marketing, Portfolio Management, Project Coordination, Social Media Marketing, Microsoft Excel, Project Management, Forecasting, Training, Access, Change Requests, Planview, Presenting Proposals, BRDs, Organizing Meetings, Risk Management, Financial Analysis, SOW, PMUWS, Team Building, MS Project, Banking, New Business Development, Customer Service, Loans, Credit, Business, Account Management, Management, Analysis, Homeowners, Commercial Lines, Casualty, Mortgage Banking
Education
Simpson College 2014 — 2015
Bachelor of Science (BS), Management and Computer and Information Sciences and Support Services
AIB College of Business 1994 — 2006
Associate's degree, Business and Leadership
Newton High School 1990 — 1994
Mercer July 2014 - Present
Wells Fargo Home Mortgage February 2014 - June 2014
Farmers Insurance January 2009 - January 2014
City of Bondurant 2011 - 2013
City of Bondurant 2011 - 2013
Wells Fargo Financial July 2006 - December 2008
Wells Fargo Finanial Leasing July 2004 - July 2006
Wells Fargo Financial Leasing March 2001 - July 2004
Skills
Insurance, Sales, Health Insurance, General Insurance, Finance, Small Business, Relationship Management, Process Improvement, Customer Retention, Property & Casualty..., Financial Services, Term Life Insurance, Umbrella Insurance, Commercial Insurance, Strategic Planning, Building Professional..., Life Insurance, Marketing, Portfolio Management, Project Coordination, Social Media Marketing, Microsoft Excel, Project Management, Forecasting, Training, Access, Change Requests, Planview, Presenting Proposals, BRDs, Organizing Meetings, Risk Management, Financial Analysis, SOW, PMUWS, Team Building, MS Project, Banking, New Business Development, Customer Service, Loans, Credit, Business, Account Management, Management, Analysis, Homeowners, Commercial Lines, Casualty, Mortgage Banking
Education
Simpson College 2014 — 2015
Bachelor of Science (BS), Management and Computer and Information Sciences and Support Services
AIB College of Business 1994 — 2006
Associate's degree, Business and Leadership
Newton High School 1990 — 1994
Mary Guzak's Wells Fargo Financial Experience 1991 - 2001
Job Financial Advisor
Industry Investment Management
Experience
Edward Jones June 2013 - Present
Financial Plus Federal Credit Union December 2004 - May 2013
Flushing Area Chamber of Commerce 2009 - 2012
Genesee Regional Chamber of Commerce 2005 - 2006
Wells Fargo Financial 1991 - 2001
Skills
Strategic Planning, Leadership, Banking, Training, Policy, Finance, Customer Service, Accounts Receivable, Internal Controls, Negotiation, Public Speaking, Event Planning, Credit, Employee Benefits, Risk Management, Enterprise Risk..., Financial Analysis, Team Building, Time Management, Microsoft Office, Business Planning, Accounting, Compliance, Budgeting
Education
Dale Carnegie Effective Human Relations and Communications Graduate 2009 — 2009
Graduate, Communication Skills
Seattle Pacific University - School of Business and Economics 1987 — 1991
Bachelors, Management and Marketing
Edward Jones June 2013 - Present
Financial Plus Federal Credit Union December 2004 - May 2013
Flushing Area Chamber of Commerce 2009 - 2012
Genesee Regional Chamber of Commerce 2005 - 2006
Wells Fargo Financial 1991 - 2001
Skills
Strategic Planning, Leadership, Banking, Training, Policy, Finance, Customer Service, Accounts Receivable, Internal Controls, Negotiation, Public Speaking, Event Planning, Credit, Employee Benefits, Risk Management, Enterprise Risk..., Financial Analysis, Team Building, Time Management, Microsoft Office, Business Planning, Accounting, Compliance, Budgeting
Education
Dale Carnegie Effective Human Relations and Communications Graduate 2009 — 2009
Graduate, Communication Skills
Seattle Pacific University - School of Business and Economics 1987 — 1991
Bachelors, Management and Marketing
Lauren Sholes Lauren Sholes's Wells Fargo Financial Experience March 2007 - January 2009
Job Client Services Manager at Local Concept, Inc.
Industry Marketing and Advertising
Experience
Local Concept, Inc. September 2014 - Present
Ashford University (Owned by Bridgepoint Education) October 2012 - September 2014
Ashford University (Owned by Bridgepoint Education) January 2012 - September 2012
University of the Rockies (Owned by Bridgepoint Education) November 2010 - January 2012
Bridgepoint Education March 2009 - November 2010
Wells Fargo Financial March 2007 - January 2009
KTVL-News Channel 10 October 2005 - June 2006
Skills
Social Media, Editing, Research, Blogging, Public Speaking, Event Planning, Ap Style, Social Networking, Press Releases, Journalism, Facebook, Microsoft Office, Public Relations, Copy Editing, Copywriting, Higher Education, Crisis Communications, Community Outreach, Training, Social Media Marketing, Proofreading, AP Style
Education
San Diego State University-California State University 2010 — 2012
Master of Arts (M.A.), Mass Communication and Media Studies
Southern Oregon University 2002 — 2006
Bachelor of Arts (B.A.), Journalism
Local Concept, Inc. September 2014 - Present
Ashford University (Owned by Bridgepoint Education) October 2012 - September 2014
Ashford University (Owned by Bridgepoint Education) January 2012 - September 2012
University of the Rockies (Owned by Bridgepoint Education) November 2010 - January 2012
Bridgepoint Education March 2009 - November 2010
Wells Fargo Financial March 2007 - January 2009
KTVL-News Channel 10 October 2005 - June 2006
Skills
Social Media, Editing, Research, Blogging, Public Speaking, Event Planning, Ap Style, Social Networking, Press Releases, Journalism, Facebook, Microsoft Office, Public Relations, Copy Editing, Copywriting, Higher Education, Crisis Communications, Community Outreach, Training, Social Media Marketing, Proofreading, AP Style
Education
San Diego State University-California State University 2010 — 2012
Master of Arts (M.A.), Mass Communication and Media Studies
Southern Oregon University 2002 — 2006
Bachelor of Arts (B.A.), Journalism
Jennifer Gilbert Jennifer Gilbert's Wells Fargo Financial Experience June 2008 - March 2010
Job Talent Attraction Manager Audit & Tax, GTA at KPMG Canada
Industry Staffing and Recruiting
Experience
KPMG Canada January 2015 - Present
Randstad Canada August 2013 - January 2015
Maple Leaf Foods March 2010 - December 2012
Wells Fargo Financial June 2008 - March 2010
Accounting Advantage May 2007 - May 2008
All in One Canada Inc November 2003 - May 2008
BilingualOne April 2004 - April 2007
AppleOne November 2003 - April 2004
Skills
Bilingual, Talent Acquisition, Sourcing, Interviewing, Coaching, Customer Relations, Mentoring, Recruiting, Interviews, Technical Recruiting, Applicant Tracking..., Customer Service, Onboarding, Talent Management, Strategy, Human Resources, CRM, Screening Resumes, Payroll, Contract Negotiation, Training, Analysis, Management, Job Fairs, Teamwork, Project Planning, Time Management, New Hire Orientations, Vendor Management, Temporary Staffing, Workforce Planning, Temporary Placement, Headhunt, Internet Recruiting, Performance Management, Employee Relations, HRIS, Leadership, Contract Recruitment, Succession Planning, Employee Engagement, Employer Branding, Executive Search, Taleo, HR Policies, Benefits Negotiation, Deferred Compensation, College Recruiting, Personnel Management, Job Descriptions
Education
Sheridan College
KPMG Canada January 2015 - Present
Randstad Canada August 2013 - January 2015
Maple Leaf Foods March 2010 - December 2012
Wells Fargo Financial June 2008 - March 2010
Accounting Advantage May 2007 - May 2008
All in One Canada Inc November 2003 - May 2008
BilingualOne April 2004 - April 2007
AppleOne November 2003 - April 2004
Skills
Bilingual, Talent Acquisition, Sourcing, Interviewing, Coaching, Customer Relations, Mentoring, Recruiting, Interviews, Technical Recruiting, Applicant Tracking..., Customer Service, Onboarding, Talent Management, Strategy, Human Resources, CRM, Screening Resumes, Payroll, Contract Negotiation, Training, Analysis, Management, Job Fairs, Teamwork, Project Planning, Time Management, New Hire Orientations, Vendor Management, Temporary Staffing, Workforce Planning, Temporary Placement, Headhunt, Internet Recruiting, Performance Management, Employee Relations, HRIS, Leadership, Contract Recruitment, Succession Planning, Employee Engagement, Employer Branding, Executive Search, Taleo, HR Policies, Benefits Negotiation, Deferred Compensation, College Recruiting, Personnel Management, Job Descriptions
Education
Sheridan College
Darya Generalova Darya Generalova's Wells Fargo Financial Experience May 2010 - October 2010
Job Loan Administrator III at Bank of the West
Industry Banking
Experience
Bank of the West May 2012 - Present
Bank of the West September 2011 - May 2012
Fairfield Nissan February 2011 - September 2011
Wells Fargo Financial May 2010 - October 2010
Coe Studios Architectural Lighting June 2008 - June 2010
Skills
Fluent in Russian, Microsoft Office, Teamwork, Loans, Financial Analysis, Credit Analysis, Customer Service, Commercial Lending, Banking, Finance, Commercial Banking, Mortgage Lending, Financial Risk, Corporate Finance, Portfolio Management, Credit, Management
Education
San Francisco State University, College of Business 2005 — 2010
Bachelors of Science, Corporate Finance
Bank of the West May 2012 - Present
Bank of the West September 2011 - May 2012
Fairfield Nissan February 2011 - September 2011
Wells Fargo Financial May 2010 - October 2010
Coe Studios Architectural Lighting June 2008 - June 2010
Skills
Fluent in Russian, Microsoft Office, Teamwork, Loans, Financial Analysis, Credit Analysis, Customer Service, Commercial Lending, Banking, Finance, Commercial Banking, Mortgage Lending, Financial Risk, Corporate Finance, Portfolio Management, Credit, Management
Education
San Francisco State University, College of Business 2005 — 2010
Bachelors of Science, Corporate Finance
Kevin Sadati's Wells Fargo Financial Experience September 1996 - November 2005
Job 1st VP District Manager Consumer Banking at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase January 2014 - Present
JPMorgan Chase April 2013 - December 2013
JP Morgan Chase October 2010 - March 2013
JP Morgan Chase May 2007 - October 2010
Champion Mortgage- A Division of Key Bank 2005 - 2007
Wells Fargo Financial September 1996 - November 2005
Skills
Leadership, Management, Business Development, Training, Recruiting, Performance Management, Retail Banking, Mortgage Banking, Problem Solving, Sales Management, Critical Thinking, Communication, Training Facilitation, Workshop Facilitation, Public Speaking
Education
Seton Hall University 1991 — 1995
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies Minor - Business Administration
Paramus High School 1987 — 1991
High School
JPMorgan Chase January 2014 - Present
JPMorgan Chase April 2013 - December 2013
JP Morgan Chase October 2010 - March 2013
JP Morgan Chase May 2007 - October 2010
Champion Mortgage- A Division of Key Bank 2005 - 2007
Wells Fargo Financial September 1996 - November 2005
Skills
Leadership, Management, Business Development, Training, Recruiting, Performance Management, Retail Banking, Mortgage Banking, Problem Solving, Sales Management, Critical Thinking, Communication, Training Facilitation, Workshop Facilitation, Public Speaking
Education
Seton Hall University 1991 — 1995
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies Minor - Business Administration
Paramus High School 1987 — 1991
High School
Dan Haver Dan Haver's Wells Fargo Financial Experience November 2004 - June 2005
Job Territory Manager Lab Division at Straumann
Industry Medical Devices
Experience
Straumann January 2015 - Present
Ivoclar Vivadent AG November 2009 - December 2014
Vident November 2008 - December 2009
A-dec May 2006 - June 2008
Sanofi-Aventis August 2005 - April 2006
Wells Fargo Financial November 2004 - June 2005
Ballston Spa High School September 2002 - June 2004
Skills
Dental, Teaching, Selling, Excel, Consultative Selling, Dentistry, Medical Devices, Business Planning, Sales, Microsoft Excel, Account Management, Competitive Analysis, Healthcare, Management, Marketing Strategy, Product Launch, Product Marketing, Sales Management, Sales Operations, Sales Presentations, Sales Process, Trade Shows, Training
Education
The College of Saint Rose 1996 — 2000
BS, Business Administration
Siena College 1995 — 1995
Business Education, NYS Certification
Straumann January 2015 - Present
Ivoclar Vivadent AG November 2009 - December 2014
Vident November 2008 - December 2009
A-dec May 2006 - June 2008
Sanofi-Aventis August 2005 - April 2006
Wells Fargo Financial November 2004 - June 2005
Ballston Spa High School September 2002 - June 2004
Skills
Dental, Teaching, Selling, Excel, Consultative Selling, Dentistry, Medical Devices, Business Planning, Sales, Microsoft Excel, Account Management, Competitive Analysis, Healthcare, Management, Marketing Strategy, Product Launch, Product Marketing, Sales Management, Sales Operations, Sales Presentations, Sales Process, Trade Shows, Training
Education
The College of Saint Rose 1996 — 2000
BS, Business Administration
Siena College 1995 — 1995
Business Education, NYS Certification
Christina Reed Christina Reed's Wells Fargo Financial Experience January 2007 - January 2009
Job Senior Commercial Underwriter at GuideOne Insurance
Industry Insurance
Experience
GuideOne Insurance June 2013 - Present
Old Navy October 2011 - October 2014
Mercer September 2012 - June 2013
Marsh January 2009 - October 2012
Wells Fargo Financial January 2007 - January 2009
Wells Fargo Financial February 2004 - January 2007
Skills
Property and Casualty..., Process Improvement, Insurance, Management, Underwriting, Analysis, Workers Compensation, Customer Service, Employee Benefits, Sales, Property & Casualty..., Commercial Insurance, Time Management, Call Centers, Account Management, Risk Management, Leadership, Liability, Microsoft Excel, PowerPoint, Training, Accounting, Policy, General Insurance, Health Insurance, Team Building, Casualty Insurance
Education
Simpson College 2007 — 2011
BA, Marketing and Communication
GuideOne Insurance June 2013 - Present
Old Navy October 2011 - October 2014
Mercer September 2012 - June 2013
Marsh January 2009 - October 2012
Wells Fargo Financial January 2007 - January 2009
Wells Fargo Financial February 2004 - January 2007
Skills
Property and Casualty..., Process Improvement, Insurance, Management, Underwriting, Analysis, Workers Compensation, Customer Service, Employee Benefits, Sales, Property & Casualty..., Commercial Insurance, Time Management, Call Centers, Account Management, Risk Management, Leadership, Liability, Microsoft Excel, PowerPoint, Training, Accounting, Policy, General Insurance, Health Insurance, Team Building, Casualty Insurance
Education
Simpson College 2007 — 2011
BA, Marketing and Communication
Nicholas Thurber Nicholas Thurber's Wells Fargo Financial Experience November 2004 - May 2006
Job Manager Intake Processing Center
Industry Government Administration
Experience
Department of Veterans Affairs April 2011 - March 2013
Department of Veterans Affairs March 2009 - March 2012
Department of Veterans Affairs January 2008 - February 2009
Department of Veterans Affairs May 2006 - December 2007
Wells Fargo Financial November 2004 - May 2006
Skills
Management, Customer Service, Microsoft Excel, Microsoft Office, Public Speaking, Leadership
Education
Seattle University 1999 — 2003
BA, E-Commerce and Information Systems
Department of Veterans Affairs April 2011 - March 2013
Department of Veterans Affairs March 2009 - March 2012
Department of Veterans Affairs January 2008 - February 2009
Department of Veterans Affairs May 2006 - December 2007
Wells Fargo Financial November 2004 - May 2006
Skills
Management, Customer Service, Microsoft Excel, Microsoft Office, Public Speaking, Leadership
Education
Seattle University 1999 — 2003
BA, E-Commerce and Information Systems
Ivory Anderson Ivory Anderson's Wells Fargo Financial Experience December 2004 - May 2007
Job Sr Business Analyst at Express Scripts
Industry Hospital & Health Care
Experience
Express Scripts June 2012 - Present
Robert Half Finance & Accounting/Wells Fargo Shareowner Services January 2010 - September 2010
GreenTree Credit Solutions January 2009 - September 2009
Advantage Rent A Car September 2008 - November 2008
Redwood Regional Medical Center February 2008 - May 2008
CrossCheck, Inc May 2007 - February 2008
Wells Fargo Financial December 2004 - May 2007
Christ Tabernacle April 2003 - May 2006
County of Sonoma September 2003 - December 2004
CrossCheck, Inc. September 1998 - September 2001
Skills
Finance, Analysis, Management, Financial Modeling, Cross-functional Team..., Access, Financial Reporting, Auditing, Variance Analysis, Microsoft Excel, Business Strategy, Integration, Financial Services, Cost Accounting, Databases, Financial Statements, Pricing, SQL, Real Estate, Process Improvement, Business Analysis, Data Warehousing, Accounts Receivable, Data Mining, Risk Management, Budgets, Strategic Planning, Internal Controls, Credit, Account Reconciliation, Portfolio Management
Education
CFA Institute
MS, Forensic Accounting
Sonoma State University 2002 — 2004
B.S., Finance/Economics
Santa Rosa Junior College 1999 — 2001
AA, General Education
Zemorah Christian Academy 1993 — 1996
High School, College Prep
Express Scripts June 2012 - Present
Robert Half Finance & Accounting/Wells Fargo Shareowner Services January 2010 - September 2010
GreenTree Credit Solutions January 2009 - September 2009
Advantage Rent A Car September 2008 - November 2008
Redwood Regional Medical Center February 2008 - May 2008
CrossCheck, Inc May 2007 - February 2008
Wells Fargo Financial December 2004 - May 2007
Christ Tabernacle April 2003 - May 2006
County of Sonoma September 2003 - December 2004
CrossCheck, Inc. September 1998 - September 2001
Skills
Finance, Analysis, Management, Financial Modeling, Cross-functional Team..., Access, Financial Reporting, Auditing, Variance Analysis, Microsoft Excel, Business Strategy, Integration, Financial Services, Cost Accounting, Databases, Financial Statements, Pricing, SQL, Real Estate, Process Improvement, Business Analysis, Data Warehousing, Accounts Receivable, Data Mining, Risk Management, Budgets, Strategic Planning, Internal Controls, Credit, Account Reconciliation, Portfolio Management
Education
CFA Institute
MS, Forensic Accounting
Sonoma State University 2002 — 2004
B.S., Finance/Economics
Santa Rosa Junior College 1999 — 2001
AA, General Education
Zemorah Christian Academy 1993 — 1996
High School, College Prep
Tracy Williams Tracy Williams's Wells Fargo Financial Experience February 2008 - August 2010
Job Senior Recruiter at TMX Finance
Industry Staffing and Recruiting
Experience
TMX Finance August 2010 - Present
Wells Fargo Financial February 2008 - August 2010
Skills
Temporary Placement, Cold Calling, Financial Services, Sales, Recruiting, Retail, Interviews, Time Management, Training, Management, Sourcing, Human Resources, Employee Benefits, Finance, Hiring, Coaching, Talent Acquisition, Loans, New Business Development, Customer Retention, College Recruiting, Applicant Tracking..., Sales Management, Employee Relations, Relationship Management, Leadership, Credit, CRM, Internet Recruiting, Employee Training, Performance Management, Onboarding, Team Building, Technical Recruiting, Account Management, Staffing Services, Screening Resumes
Education
Savannah Technical College 2006 — 2007
AS, Marketing Management
Savannah State University 1993 — 1997
Major: Social Work, Minor: Psychology
TMX Finance August 2010 - Present
Wells Fargo Financial February 2008 - August 2010
Skills
Temporary Placement, Cold Calling, Financial Services, Sales, Recruiting, Retail, Interviews, Time Management, Training, Management, Sourcing, Human Resources, Employee Benefits, Finance, Hiring, Coaching, Talent Acquisition, Loans, New Business Development, Customer Retention, College Recruiting, Applicant Tracking..., Sales Management, Employee Relations, Relationship Management, Leadership, Credit, CRM, Internet Recruiting, Employee Training, Performance Management, Onboarding, Team Building, Technical Recruiting, Account Management, Staffing Services, Screening Resumes
Education
Savannah Technical College 2006 — 2007
AS, Marketing Management
Savannah State University 1993 — 1997
Major: Social Work, Minor: Psychology
Colin Igawa, CFP®, ChFC® Colin Igawa, CFP®, ChFC®'s Wells Fargo Financial Experience September 2004 - September 2005
Job Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. September 2015 - Present
J.P. Morgan Securities LLC July 2011 - September 2015
Chase Investment Services Corp. July 2011 - October 2012
MetLife Securities, Inc. October 2009 - July 2011
Wells Fargo Investments, LLC September 2008 - September 2009
Wells Fargo Bank September 2005 - September 2009
Wells Fargo Financial September 2004 - September 2005
Education
Seattle University 2000 — 2004
Bachelor of Arts Degree, Business Administration; Finance & Business Economics
JPMorgan Chase Bank, N.A. September 2015 - Present
J.P. Morgan Securities LLC July 2011 - September 2015
Chase Investment Services Corp. July 2011 - October 2012
MetLife Securities, Inc. October 2009 - July 2011
Wells Fargo Investments, LLC September 2008 - September 2009
Wells Fargo Bank September 2005 - September 2009
Wells Fargo Financial September 2004 - September 2005
Education
Seattle University 2000 — 2004
Bachelor of Arts Degree, Business Administration; Finance & Business Economics
Charlie McGillis's Wells Fargo Financial Experience March 2009 - August 2010
Job Corporate Sales at Intacct
Industry Computer Software
Experience
Intacct Corporation January 2015 - Present
Intacct Corporation September 2013 - December 2014
Intacct Corporation December 2012 - August 2013
Wells Fargo October 2011 - July 2012
Wells Fargo August 2010 - October 2011
Wells Fargo Financial March 2009 - August 2010
Education
San Diego State University-California State University
BS
Intacct Corporation January 2015 - Present
Intacct Corporation September 2013 - December 2014
Intacct Corporation December 2012 - August 2013
Wells Fargo October 2011 - July 2012
Wells Fargo August 2010 - October 2011
Wells Fargo Financial March 2009 - August 2010
Education
San Diego State University-California State University
BS
Michael De Simone Michael De Simone's Wells Fargo Financial Experience June 2008 - October 2008
Job Project Manager at DRM Development Group Inc.
Industry Construction
Experience
DRM Development Group Inc. May 2011 - Present
GoodLife Fitness October 2008 - May 2009
Wells Fargo Financial June 2008 - October 2008
Skills
Coaching, PowerPoint, Word, Excel, Process Improvement, Project Management, Microsoft Excel, Team Leadership, Management, Social Media, Sales, Time Management, Public Speaking, Team Building, Customer Service, Leadership, Microsoft Office, Teamwork, New Business Development
Education
Sheridan College 2009 — 2010
Post Graduate Certificate, Project Management
York University 2006 — 2009
Honors Bachelor of Arts, Criminology
University of Detroit Mercy 2003 — 2006
Bachelor of Arts, Criminal Justice Studies
University of Detroit Mercy
DRM Development Group Inc. May 2011 - Present
GoodLife Fitness October 2008 - May 2009
Wells Fargo Financial June 2008 - October 2008
Skills
Coaching, PowerPoint, Word, Excel, Process Improvement, Project Management, Microsoft Excel, Team Leadership, Management, Social Media, Sales, Time Management, Public Speaking, Team Building, Customer Service, Leadership, Microsoft Office, Teamwork, New Business Development
Education
Sheridan College 2009 — 2010
Post Graduate Certificate, Project Management
York University 2006 — 2009
Honors Bachelor of Arts, Criminology
University of Detroit Mercy 2003 — 2006
Bachelor of Arts, Criminal Justice Studies
University of Detroit Mercy
Jennifer Brathwaite's Wells Fargo Financial Experience September 2007 - September 2012
Job Communications Specialist
Industry Financial Services
Experience
Wells Fargo Financial September 2007 - September 2012
National Student Loans Service Centre October 2002 - October 2006
Canadian Linen & Uniform Service September 2001 - May 2002
Dufferin Gate Productions January 2001 - April 2001
United Nations Development Fund for Women June 2000 - September 2000
Skills
Loans, Customer Service, Call Center, Loss Mitigation, Time Management, Accounts Receivable, Mortgage Lending, Process Improvement, Financial Analysis, Strategic Planning, Team Building, Account Reconciliation, Coaching
Education
Sheridan College 1998 — 2001
Applied Arts and Technology Diploma, Media Arts
Wilfrid Laurier University 1996 — 1998
Bachelor of Arts Degree, Communication Studies
Wells Fargo Financial September 2007 - September 2012
National Student Loans Service Centre October 2002 - October 2006
Canadian Linen & Uniform Service September 2001 - May 2002
Dufferin Gate Productions January 2001 - April 2001
United Nations Development Fund for Women June 2000 - September 2000
Skills
Loans, Customer Service, Call Center, Loss Mitigation, Time Management, Accounts Receivable, Mortgage Lending, Process Improvement, Financial Analysis, Strategic Planning, Team Building, Account Reconciliation, Coaching
Education
Sheridan College 1998 — 2001
Applied Arts and Technology Diploma, Media Arts
Wilfrid Laurier University 1996 — 1998
Bachelor of Arts Degree, Communication Studies
Elisa Minaudo-Decarolis's Wells Fargo Financial Experience October 2012 - Present
Job Vice President, Operations at Wells Fargo Financial
Industry Financial Services
Experience
Wells Fargo Financial October 2012 - Present
Well Fargo Financial Corporation Canada August 2011 - September 2012
Wells Fargo Financial August 2004 - August 2011
Wells Fargo Financial 1990 - 1998
Education
Seneca College of Applied Arts and Technology 1986 — 1988
Francis Libermann
Wells Fargo Financial October 2012 - Present
Well Fargo Financial Corporation Canada August 2011 - September 2012
Wells Fargo Financial August 2004 - August 2011
Wells Fargo Financial 1990 - 1998
Education
Seneca College of Applied Arts and Technology 1986 — 1988
Francis Libermann
Sheena Chaudhry's Wells Fargo Financial Experience July 2005 - January 2008
Job Manager, Diversity and Inclusion Initiatives at RBC
Industry Financial Services
Experience
RBC September 2013 - Present
American Express March 2011 - May 2013
Sun Life Financial May 2010 - March 2011
Job Opportunity Information Network (JOIN) 2007 - February 2011
Centah Inc. April 2010 - April 2010
Independent Contractor February 2010 - March 2010
Intact Insurance (formerly ING) November 2009 - January 2010
Aviva February 2008 - November 2009
Wells Fargo Financial July 2005 - January 2008
Manpower 2004 - 2005
Skills
Recruiting, Applicant Tracking..., Human Resources, Talent Acquisition, Onboarding, Customer Retention, Hiring, Succession Planning, Talent Management, Interviews, Team Leadership, Diversity & Inclusion, Performance Management, Networking, Workforce Planning, Employee Engagement
Education
Seneca College of Applied Arts and Technology 2001 — 2002
Post Grad Diploma, HR Management
York University 1995 — 1998
BA, Sociology
RBC September 2013 - Present
American Express March 2011 - May 2013
Sun Life Financial May 2010 - March 2011
Job Opportunity Information Network (JOIN) 2007 - February 2011
Centah Inc. April 2010 - April 2010
Independent Contractor February 2010 - March 2010
Intact Insurance (formerly ING) November 2009 - January 2010
Aviva February 2008 - November 2009
Wells Fargo Financial July 2005 - January 2008
Manpower 2004 - 2005
Skills
Recruiting, Applicant Tracking..., Human Resources, Talent Acquisition, Onboarding, Customer Retention, Hiring, Succession Planning, Talent Management, Interviews, Team Leadership, Diversity & Inclusion, Performance Management, Networking, Workforce Planning, Employee Engagement
Education
Seneca College of Applied Arts and Technology 2001 — 2002
Post Grad Diploma, HR Management
York University 1995 — 1998
BA, Sociology
Pete Merola's Wells Fargo Financial Experience December 2002 - May 2004
Job Account Executive at BF Saul Wholesale Lending
Industry Real Estate
Experience
BF Saul Wholesale Lending April 2007 - Present
New Century Mortgage Corporation May 2004 - April 2007
Wells Fargo Financial December 2002 - May 2004
Education
San Diego State University-California State University 1998 — 2002
BA, Finance
BF Saul Wholesale Lending April 2007 - Present
New Century Mortgage Corporation May 2004 - April 2007
Wells Fargo Financial December 2002 - May 2004
Education
San Diego State University-California State University 1998 — 2002
BA, Finance
Anne Kingsborough's Wells Fargo Financial Experience October 2006 - July 2011
Job Market Loan Manager at PNC
Industry Financial Services
Experience
PNC July 2012 - Present
A Class Cleaning Service LLC June 2010 - Present
Metro Bank November 2010 - June 2012
Wells Fargo Financial October 2006 - July 2011
Wells Fargo Financial 2001 - 2010
Wells Fargo Financial January 2006 - October 2006
Wells Fargo Financial July 2003 - January 2006
Wells Fargo Financial June 2001 - July 2003
Education
Shippensburg University of Pennsylvania 1997 — 2001
BSBA, Business/Decision Science
PNC July 2012 - Present
A Class Cleaning Service LLC June 2010 - Present
Metro Bank November 2010 - June 2012
Wells Fargo Financial October 2006 - July 2011
Wells Fargo Financial 2001 - 2010
Wells Fargo Financial January 2006 - October 2006
Wells Fargo Financial July 2003 - January 2006
Wells Fargo Financial June 2001 - July 2003
Education
Shippensburg University of Pennsylvania 1997 — 2001
BSBA, Business/Decision Science
Rich Overholt's Wells Fargo Financial Experience September 2009 - September 2010
Job Loan Administration Manager at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage September 2010 - Present
Wells Fargo Financial September 2009 - September 2010
Wells Fargo Financial October 2006 - September 2009
Wells Fargo Financial November 1996 - October 2006
Wells Fargo Financial November 1992 - November 1996
Wells Fargo Financial June 1991 - November 1992
Wells Fargo Financial January 1990 - June 1991
Skills
Mortgage Lending, Underwriting, Credit, Loans, Credit Analysis, Process Improvement, Refinance, Banking, Consumer Lending, Mortgage Banking, Loan Origination, Real Estate, FHA, Mortgage Underwriting, Small Business Lending, Commercial Lending, Residential Mortgages, Loss Mitigation, Commercial Banking, Portfolio Management, Mortgage Servicing, Loan Servicing, Cross Selling, Relationship Management, Credit Risk, Commercial Mortgages, Financial Services, Retail Banking, Finance, Financial Risk, Credit Cards, Risk Management, FHA financing, Home Equity Loans, Lines Of Credit
Education
Seattle Pacific University 1985 — 1989
BA, Finance
Wells Fargo Home Mortgage September 2010 - Present
Wells Fargo Financial September 2009 - September 2010
Wells Fargo Financial October 2006 - September 2009
Wells Fargo Financial November 1996 - October 2006
Wells Fargo Financial November 1992 - November 1996
Wells Fargo Financial June 1991 - November 1992
Wells Fargo Financial January 1990 - June 1991
Skills
Mortgage Lending, Underwriting, Credit, Loans, Credit Analysis, Process Improvement, Refinance, Banking, Consumer Lending, Mortgage Banking, Loan Origination, Real Estate, FHA, Mortgage Underwriting, Small Business Lending, Commercial Lending, Residential Mortgages, Loss Mitigation, Commercial Banking, Portfolio Management, Mortgage Servicing, Loan Servicing, Cross Selling, Relationship Management, Credit Risk, Commercial Mortgages, Financial Services, Retail Banking, Finance, Financial Risk, Credit Cards, Risk Management, FHA financing, Home Equity Loans, Lines Of Credit
Education
Seattle Pacific University 1985 — 1989
BA, Finance
Stephanie Saba's Wells Fargo Financial Experience July 2001 - January 2010
Job Vice President at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage December 2013 - Present
Wells Fargo Home Mortgage June 2012 - December 2013
Wells Fargo Home Mortgage January 2010 - June 2012
Wells Fargo Financial July 2001 - January 2010
Unity Communications January 1999 - April 2001
PhoneWare February 1997 - January 1999
Skills
Mortgage Lending, Loans, Credit, Consumer Lending, Credit Analysis, Banking, Loan Origination, Mortgage Banking, Underwriting, Commercial Lending, FHA, Refinance, Relationship Management, Small Business Lending, Financial Services, Lines Of Credit, Residential Mortgages
Education
San Diego State University-California State University 1998 — 2002
BA, Marketing
South Dakota State University 1995 — 1996
general studies
Wells Fargo Home Mortgage December 2013 - Present
Wells Fargo Home Mortgage June 2012 - December 2013
Wells Fargo Home Mortgage January 2010 - June 2012
Wells Fargo Financial July 2001 - January 2010
Unity Communications January 1999 - April 2001
PhoneWare February 1997 - January 1999
Skills
Mortgage Lending, Loans, Credit, Consumer Lending, Credit Analysis, Banking, Loan Origination, Mortgage Banking, Underwriting, Commercial Lending, FHA, Refinance, Relationship Management, Small Business Lending, Financial Services, Lines Of Credit, Residential Mortgages
Education
San Diego State University-California State University 1998 — 2002
BA, Marketing
South Dakota State University 1995 — 1996
general studies
Jason Adams's Wells Fargo Financial Experience September 2005 - September 2007
Job Director of Strategic Partnerships at KAYAK
Industry Internet
Experience
KAYAK March 2013 - July 2014
KAYAK April 2012 - March 2013
KAYAK 2008 - May 2012
SideStep 2007 - December 2007
Wells Fargo Financial September 2005 - September 2007
Skills
Strategic Partnerships, Display Advertising, Ad Serving, DART for Publishers, Online Advertising, SEM, Web Analytics, DoubleClick, Google Adwords, Mobile Advertising, Mobile Marketing, Affiliate Marketing, Analytics, Maintaining Strong..., Digital Media, Salesforce.com, Account Management, PPC, Product Management
Education
San Jose State University 1998 — 2004
BS, Business Administration - Marketing
KAYAK March 2013 - July 2014
KAYAK April 2012 - March 2013
KAYAK 2008 - May 2012
SideStep 2007 - December 2007
Wells Fargo Financial September 2005 - September 2007
Skills
Strategic Partnerships, Display Advertising, Ad Serving, DART for Publishers, Online Advertising, SEM, Web Analytics, DoubleClick, Google Adwords, Mobile Advertising, Mobile Marketing, Affiliate Marketing, Analytics, Maintaining Strong..., Digital Media, Salesforce.com, Account Management, PPC, Product Management
Education
San Jose State University 1998 — 2004
BS, Business Administration - Marketing
Eric Stenger NMLS ID #229964's Wells Fargo Financial Experience August 1994 - April 1998
Job Branch Manager at MVB Mortgage
Industry Financial Services
Experience
MVB Mortgage May 2014 - Present
SunTrust Bank July 2011 - May 2014
Alcova Mortgage July 2010 - July 2011
Lincoln Mortgage March 2002 - November 2010
Equity One August 1998 - February 2002
Wells Fargo Financial August 1994 - April 1998
Skills
Mortgage Lending, First Time Home Buyers, Loans, Refinance, Relocation, Customer Service, Loan Origination, Mortgage Banking, Residential Mortgages, FHA, Credit, Credit Analysis, FHA financing, USDA, Financial Services, Finance, VA loans, Underwriting, Residential Homes, Banking, Sales, Marketing, Leadership, Management, Social Networking, Real Estate, Investment Properties, Consumer Lending, Strategic Planning, New Business Development, Investments, Reverse Mortgages, Foreclosures, Team Building, Construction Loans, Retail Banking
Education
Shepherd University 1988 — 1994
BA, Business and Marketing
MVB Mortgage May 2014 - Present
SunTrust Bank July 2011 - May 2014
Alcova Mortgage July 2010 - July 2011
Lincoln Mortgage March 2002 - November 2010
Equity One August 1998 - February 2002
Wells Fargo Financial August 1994 - April 1998
Skills
Mortgage Lending, First Time Home Buyers, Loans, Refinance, Relocation, Customer Service, Loan Origination, Mortgage Banking, Residential Mortgages, FHA, Credit, Credit Analysis, FHA financing, USDA, Financial Services, Finance, VA loans, Underwriting, Residential Homes, Banking, Sales, Marketing, Leadership, Management, Social Networking, Real Estate, Investment Properties, Consumer Lending, Strategic Planning, New Business Development, Investments, Reverse Mortgages, Foreclosures, Team Building, Construction Loans, Retail Banking
Education
Shepherd University 1988 — 1994
BA, Business and Marketing
Jeff Fullerton's Wells Fargo Financial Experience December 2002 - May 2004
Job Area Sales Manager at Car Finance/Flagship Credit Acceptance
Industry Financial Services
Experience
Car Finance/Flagship Credit Acceptance September 2014 - Present
Citywide Lending Group January 2009 - September 2014
Pacific Community Credit Union August 2008 - January 2009
AmeriCredit 2006 - 2008
WFS Financial 2004 - 2006
Wells Fargo Financial December 2002 - May 2004
Wells Fargo Auto Finance 2002 - 2004
Auto One Acceptance May 1997 - December 2002
Downey Auto Finance Corp. 1997 - 2002
Skills
Credit Analysis, Credit, Loans, Consumer Lending, Marketing, Underwriting, Finance, Business Development, Management, Credit Risk, Sales Management, Loss Mitigation, Leadership, Banking, Financial Analysis, Mortgage Lending, Relationship Management, Portfolio Management, Loan Origination, Insurance, Sales, Negotiation, Customer Retention, Retail, Risk Management
Education
San Diego State University-California State University 1984 — 1989
Car Finance/Flagship Credit Acceptance September 2014 - Present
Citywide Lending Group January 2009 - September 2014
Pacific Community Credit Union August 2008 - January 2009
AmeriCredit 2006 - 2008
WFS Financial 2004 - 2006
Wells Fargo Financial December 2002 - May 2004
Wells Fargo Auto Finance 2002 - 2004
Auto One Acceptance May 1997 - December 2002
Downey Auto Finance Corp. 1997 - 2002
Skills
Credit Analysis, Credit, Loans, Consumer Lending, Marketing, Underwriting, Finance, Business Development, Management, Credit Risk, Sales Management, Loss Mitigation, Leadership, Banking, Financial Analysis, Mortgage Lending, Relationship Management, Portfolio Management, Loan Origination, Insurance, Sales, Negotiation, Customer Retention, Retail, Risk Management
Education
San Diego State University-California State University 1984 — 1989
Keri Lambert's Wells Fargo Financial Experience June 1999 - December 2000
Job Benefits Administration Sales Solution Architect at Xerox Business Services, LLC
Industry Human Resources
Experience
Xerox May 2015 - Present
NGA Human Resources August 2013 - May 2015
NGA Human Resources June 2010 - August 2013
Convergys March 2006 - May 2010
CitiStreet (Now ING) February 2001 - March 2006
Wells Fargo Financial June 1999 - December 2000
Skills
Employee Benefits, Human Resources, HRIS, Benefits Administration, Talent Management, Defined Benefit, SAP HR, Performance Management, HR Transformation, PeopleSoft, Program Management, Management, HRO, Outsourcing, BPO, Deferred Compensation, SAP, Personnel Management, Testing, SDLC, Training, SQL, HR Consulting, Employee Engagement, HR Policies, Leave of Absence..., FMLA, Onboarding, Solution Architecture, Taleo, Workforce Planning, Solution Implementation, Pre-sales, SuccessFactors, Workday, Process Improvement
Education
University of Florida 1997 — 1999
Bachelor of Arts
Santa Fe Community College 1995 — 1997
Associates of Arts
Xerox May 2015 - Present
NGA Human Resources August 2013 - May 2015
NGA Human Resources June 2010 - August 2013
Convergys March 2006 - May 2010
CitiStreet (Now ING) February 2001 - March 2006
Wells Fargo Financial June 1999 - December 2000
Skills
Employee Benefits, Human Resources, HRIS, Benefits Administration, Talent Management, Defined Benefit, SAP HR, Performance Management, HR Transformation, PeopleSoft, Program Management, Management, HRO, Outsourcing, BPO, Deferred Compensation, SAP, Personnel Management, Testing, SDLC, Training, SQL, HR Consulting, Employee Engagement, HR Policies, Leave of Absence..., FMLA, Onboarding, Solution Architecture, Taleo, Workforce Planning, Solution Implementation, Pre-sales, SuccessFactors, Workday, Process Improvement
Education
University of Florida 1997 — 1999
Bachelor of Arts
Santa Fe Community College 1995 — 1997
Associates of Arts
Kathleen Sparks's Wells Fargo Financial Experience 2004 - 2008
Job Business Analyst at Shazam Cardinal Services
Industry Computer Software
Experience
Business Analyst Shazam Cardinal Services December 2014 - Present
Volt/Wells Fargo TOG December 2013 - Present
Vital Support Systems July 2011 - December 2013
Federal Home Loan Bank of Des Moines 2009 - 2011
Iowa Interactive, LLC July 2008 - February 2009
Wells Fargo Financial 2004 - 2008
Principal Financial Group 2003 - 2004
US Bank 1998 - 2003
Firstar Bank 1998 - 2000
Skills
Process Improvement, Business Requirements, Finance, Underwriting, Strategic Planning, Banking, SQL, Disaster Recovery, Management, Budgets, Customer Service, Project Management, Mortgage Lending, Time Management, Quality Assurance, Team Building, Vendor Management, Business Analysis, Program Management, Software Documentation, Business Process, User Acceptance Testing, Visio, Requirements Gathering, Risk Management, SDLC, Leadership, SharePoint, Consulting, Requirements Analysis, Business Process..., Documentation, Business Intelligence, Loans, Integration, Sales, Software Project..., Analysis, Project Portfolio..., Access, Financial Analysis, Project Planning, IT Strategy, Financial Services, Databases, Change Management, Agile Methodologies, Cross-functional Team..., Microsoft Office
Education
Sandford Brown 2013 — 2015
Associate's Degree, Web Development and Design, 3.67
Upper Iowa University 2004 — 2006
Master of Business Administration (MBA), Emphasis in Quality Management
Upper Iowa University 1998 — 2002
Bachelor of Science (B.S.), MIS, and Finance
Business Analyst Shazam Cardinal Services December 2014 - Present
Volt/Wells Fargo TOG December 2013 - Present
Vital Support Systems July 2011 - December 2013
Federal Home Loan Bank of Des Moines 2009 - 2011
Iowa Interactive, LLC July 2008 - February 2009
Wells Fargo Financial 2004 - 2008
Principal Financial Group 2003 - 2004
US Bank 1998 - 2003
Firstar Bank 1998 - 2000
Skills
Process Improvement, Business Requirements, Finance, Underwriting, Strategic Planning, Banking, SQL, Disaster Recovery, Management, Budgets, Customer Service, Project Management, Mortgage Lending, Time Management, Quality Assurance, Team Building, Vendor Management, Business Analysis, Program Management, Software Documentation, Business Process, User Acceptance Testing, Visio, Requirements Gathering, Risk Management, SDLC, Leadership, SharePoint, Consulting, Requirements Analysis, Business Process..., Documentation, Business Intelligence, Loans, Integration, Sales, Software Project..., Analysis, Project Portfolio..., Access, Financial Analysis, Project Planning, IT Strategy, Financial Services, Databases, Change Management, Agile Methodologies, Cross-functional Team..., Microsoft Office
Education
Sandford Brown 2013 — 2015
Associate's Degree, Web Development and Design, 3.67
Upper Iowa University 2004 — 2006
Master of Business Administration (MBA), Emphasis in Quality Management
Upper Iowa University 1998 — 2002
Bachelor of Science (B.S.), MIS, and Finance
Craig Sutliff's Wells Fargo Financial Experience June 1995 - December 1999
Job Director of Real Estate at ARAMCO Properties
Industry Real Estate
Experience
he GreenHouse Group, Inc. February 2015 - Present
ARAMCO Properties July 2013 - January 2015
Utopia Mortgage & Real Estate January 2006 - July 2013
Wells Fargo Home Mortgage January 2000 - January 2006
Wells Fargo Financial June 1995 - December 1999
Skills
Real Estate, Investment Properties, First Time Home Buyers
Education
San Diego State University-California State University 1991 — 1993
Bachelors, Finance
he GreenHouse Group, Inc. February 2015 - Present
ARAMCO Properties July 2013 - January 2015
Utopia Mortgage & Real Estate January 2006 - July 2013
Wells Fargo Home Mortgage January 2000 - January 2006
Wells Fargo Financial June 1995 - December 1999
Skills
Real Estate, Investment Properties, First Time Home Buyers
Education
San Diego State University-California State University 1991 — 1993
Bachelors, Finance
Sam Buhrman's Wells Fargo Financial Experience June 2008 - September 2009
Job Branch Executive Officer at Orrstown Bank
Industry Financial Services
Experience
Orrstown Bank February 2013 - Present
Sovereign Bank October 2010 - February 2013
Enterprise Rent-A-Car October 2009 - October 2010
Wells Fargo Financial June 2008 - September 2009
Skills
Credit, Banking, Loans, Finance, Portfolio Management, Relationship Management, Sales, Small Business Lending, Commercial Banking, Retail Banking, Commercial Lending, Consumer Lending, Mortgage Lending, Lines Of Credit, Customer Service, Branch Management
Education
Shippensburg University of Pennsylvania 2005 — 2008
B.S., Marketing
Wheeling Jesuit University 2002 — 2003
South Hagerstown High
Orrstown Bank February 2013 - Present
Sovereign Bank October 2010 - February 2013
Enterprise Rent-A-Car October 2009 - October 2010
Wells Fargo Financial June 2008 - September 2009
Skills
Credit, Banking, Loans, Finance, Portfolio Management, Relationship Management, Sales, Small Business Lending, Commercial Banking, Retail Banking, Commercial Lending, Consumer Lending, Mortgage Lending, Lines Of Credit, Customer Service, Branch Management
Education
Shippensburg University of Pennsylvania 2005 — 2008
B.S., Marketing
Wheeling Jesuit University 2002 — 2003
South Hagerstown High
Craig L. Lindsey's Wells Fargo Financial Experience May 2000 - June 2004
Job AVP/Market Leader and Small Business Lender
Industry Banking
Experience
BB&T December 2007 - Present
Wachovia, A Wells Fargo Company July 2005 - November 2007
Wachovia, A Wells Fargo Company June 2004 - July 2005
Wells Fargo Financial May 2000 - June 2004
Skills
Management, Leadership, Finance, Credit, Consumer Lending, Small Business Lending, Commercial Lending, Banking, Loans, Credit Analysis, Commercial Banking, Mortgage Lending, Financial Analysis, Retail Banking, Loan Origination, Underwriting, Mortgage Banking, Insurance, Cross Selling, Cash Management, Refinance, Customer Service, Lines Of Credit, Financial Services, Sales, Relationship Management, Risk Management, Investments, Residential Mortgages, Deposits, Portfolio Management, Credit Risk
Education
BB&T Banking School at Wake Forest University 2013 — 2014
Banking, Banking
Shorter College 1996 — 2000
BA, Business Administration
BB&T December 2007 - Present
Wachovia, A Wells Fargo Company July 2005 - November 2007
Wachovia, A Wells Fargo Company June 2004 - July 2005
Wells Fargo Financial May 2000 - June 2004
Skills
Management, Leadership, Finance, Credit, Consumer Lending, Small Business Lending, Commercial Lending, Banking, Loans, Credit Analysis, Commercial Banking, Mortgage Lending, Financial Analysis, Retail Banking, Loan Origination, Underwriting, Mortgage Banking, Insurance, Cross Selling, Cash Management, Refinance, Customer Service, Lines Of Credit, Financial Services, Sales, Relationship Management, Risk Management, Investments, Residential Mortgages, Deposits, Portfolio Management, Credit Risk
Education
BB&T Banking School at Wake Forest University 2013 — 2014
Banking, Banking
Shorter College 1996 — 2000
BA, Business Administration
Eric Arciniega's Wells Fargo Financial Experience 2005 - 2005
Job Director, BSA/AML Due Diligence Operations at First Republic Bank
Industry Financial Services
Experience
First Republic Bank December 2014 - Present
LPL Financial September 2006 - Present
LPL Financial July 2007 - December 2009
LPL Financial September 2006 - June 2007
Wells Fargo Financial 2005 - 2005
Skills
AML, OFAC, Financial Risk, Anti Money Laundering, Due Diligence, Internal Audit, Series 7, CIP, Anti-fraud, Finance, KYC, Bank Secrecy Act, Securities, Credit, USA PATRIOT Act, Series 24, Fraud, Financial Services, CAMS
Education
San Diego State University-California State University 1999 — 2004
Business
First Republic Bank December 2014 - Present
LPL Financial September 2006 - Present
LPL Financial July 2007 - December 2009
LPL Financial September 2006 - June 2007
Wells Fargo Financial 2005 - 2005
Skills
AML, OFAC, Financial Risk, Anti Money Laundering, Due Diligence, Internal Audit, Series 7, CIP, Anti-fraud, Finance, KYC, Bank Secrecy Act, Securities, Credit, USA PATRIOT Act, Series 24, Fraud, Financial Services, CAMS
Education
San Diego State University-California State University 1999 — 2004
Business
Claudia Henderson's Wells Fargo Financial Experience October 2001 - January 2004
Job Student Resource Specialist
Industry Higher Education
Experience
University of Phoenix February 2004 - September 2009
Wells Fargo Financial October 2001 - January 2004
Skills
Higher Education, Career Counseling, Resume Writing, E-Learning, Career Development, Student Development, Academic Advising, Workshop Facilitation, Spanish, Academia, Student Affairs, Admissions, Adult Education, Public Speaking, Student Recruiting, Leadership Development, Staff Development
Education
University of Phoenix 2005 — 2007
Master of Business Administration (MBA)
San Diego State University-California State University 1998 — 2001
Bachelor of Arts (B.A.), International Business
University of Phoenix February 2004 - September 2009
Wells Fargo Financial October 2001 - January 2004
Skills
Higher Education, Career Counseling, Resume Writing, E-Learning, Career Development, Student Development, Academic Advising, Workshop Facilitation, Spanish, Academia, Student Affairs, Admissions, Adult Education, Public Speaking, Student Recruiting, Leadership Development, Staff Development
Education
University of Phoenix 2005 — 2007
Master of Business Administration (MBA)
San Diego State University-California State University 1998 — 2001
Bachelor of Arts (B.A.), International Business
Jeffrey Delepine's Wells Fargo Financial Experience March 2000 - July 2007
Job Chief Compliance Officer for NBT Bank
Industry Banking
Experience
NBT Bank June 2014 - Present
Fifth Third Bank 2013 - 2014
First Niagara Bank December 2010 - December 2012
State Farm Bank April 2009 - December 2010
Capital One July 2007 - April 2009
Wells Fargo Financial March 2000 - July 2007
Skills
Banking, AML, Risk Management, Internal Audit, Analysis, Management, Mortgage Lending, USA PATRIOT Act, OFAC, Retail Banking, Mortgage Banking, Process Improvement, Financial Risk, Loans, Bank Secrecy Act, KYC, Operational Risk, Credit, Executive Management, Commercial Lending, Consumer Lending, Leadership
Education
San Jose State University 1994 — 1999
BS, Business Administration/Accounting
NBT Bank June 2014 - Present
Fifth Third Bank 2013 - 2014
First Niagara Bank December 2010 - December 2012
State Farm Bank April 2009 - December 2010
Capital One July 2007 - April 2009
Wells Fargo Financial March 2000 - July 2007
Skills
Banking, AML, Risk Management, Internal Audit, Analysis, Management, Mortgage Lending, USA PATRIOT Act, OFAC, Retail Banking, Mortgage Banking, Process Improvement, Financial Risk, Loans, Bank Secrecy Act, KYC, Operational Risk, Credit, Executive Management, Commercial Lending, Consumer Lending, Leadership
Education
San Jose State University 1994 — 1999
BS, Business Administration/Accounting
Alison Telfer's Wells Fargo Financial Experience December 2006 - September 2008
Job Market Lead at Formula
Industry Banking
Experience
Formula Street January 2011 - Present
US Bank June 2009 - Present
Wells Fargo Financial December 2006 - September 2008
Education
Seattle University 2000 — 2005
BS, General Science-Biology/Chemistry
Formula Street January 2011 - Present
US Bank June 2009 - Present
Wells Fargo Financial December 2006 - September 2008
Education
Seattle University 2000 — 2005
BS, General Science-Biology/Chemistry
Rad Appanah's Wells Fargo Financial Experience September 2008 - July 2010
Job Campaign Insight Analyst at Bell Canada
Industry Financial Services
Experience
Bell Canada May 2012 - Present
RBC August 2010 - November 2011
Wells Fargo Financial September 2008 - July 2010
Wells Fargo Financial February 2004 - September 2008
Wells Fargo Financial(Trans Canada Credit) January 1998 - February 2004
Wells Fargo Financial(Eatons Credit) December 1990 - January 1998
Skills
SDLC, SQL, Agile Methodologies, Business Analysis, SAS, Testing, Analysis, Quality Assurance, Access, Test Planning, Business Requirements, Credit Risk, Process Improvement
Education
Sheridan College 2012 — 2012
Project Management
Lilian Dewar College of Education 1980 — 1983
Degree, Sociology, Education
Bell Canada May 2012 - Present
RBC August 2010 - November 2011
Wells Fargo Financial September 2008 - July 2010
Wells Fargo Financial February 2004 - September 2008
Wells Fargo Financial(Trans Canada Credit) January 1998 - February 2004
Wells Fargo Financial(Eatons Credit) December 1990 - January 1998
Skills
SDLC, SQL, Agile Methodologies, Business Analysis, SAS, Testing, Analysis, Quality Assurance, Access, Test Planning, Business Requirements, Credit Risk, Process Improvement
Education
Sheridan College 2012 — 2012
Project Management
Lilian Dewar College of Education 1980 — 1983
Degree, Sociology, Education
Maria Rosa Occhipinti - Beninato's Wells Fargo Financial Experience October 2001 - July 2010
Job Senior Marketing Specialist at HSBC
Industry Marketing and Advertising
Experience
HSBC September 2010 - Present
HSBC 2010 - Present
Wells Fargo Financial October 2001 - July 2010
Wells Fargo Financial February 2006 - November 2008
Skills
Marketing Strategy, Retail Banking, Credit Cards, Relationship Management, CRM, Retail, Direct Marketing, Credit, Financial Services, Banking, Customer Retention
Education
Seneca College of Applied Arts and Technology
1, Marketing
HSBC September 2010 - Present
HSBC 2010 - Present
Wells Fargo Financial October 2001 - July 2010
Wells Fargo Financial February 2006 - November 2008
Skills
Marketing Strategy, Retail Banking, Credit Cards, Relationship Management, CRM, Retail, Direct Marketing, Credit, Financial Services, Banking, Customer Retention
Education
Seneca College of Applied Arts and Technology
1, Marketing
Ty Green's Wells Fargo Financial Experience December 2005 - December 2007
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2007 - Present
Wells Fargo Financial December 2005 - December 2007
Wells Fargo Financial December 2005 - December 2007
Skills
Series 7
Education
University of Wyoming 2002 — 2005
Business Management
Sheridan College 2001 — 2002
Edward Jones December 2007 - Present
Wells Fargo Financial December 2005 - December 2007
Wells Fargo Financial December 2005 - December 2007
Skills
Series 7
Education
University of Wyoming 2002 — 2005
Business Management
Sheridan College 2001 — 2002
Tari Barron's Wells Fargo Financial Experience February 2002 - June 2008
Job Account Manager at Bank of the West
Industry Banking
Experience
Bank of the West June 2008 - Present
Wells Fargo Financial February 2002 - June 2008
Ford Motor Credit Company January 2000 - June 2002
General Electric April 1995 - December 2000
Education
San Jose State University 1983 — 1987
BA, Social Science
Bank of the West June 2008 - Present
Wells Fargo Financial February 2002 - June 2008
Ford Motor Credit Company January 2000 - June 2002
General Electric April 1995 - December 2000
Education
San Jose State University 1983 — 1987
BA, Social Science
Patrick Haggerty's Wells Fargo Financial Experience July 2009 - August 2010
Job Vice President at SVB Financial Group
Industry Financial Services
Experience
SVB Financial Group August 2010 - Present
JDRF December 2009 - Present
Wells Fargo Financial July 2009 - August 2010
SCU Men's Rugby 2007 - 2009
Webcor Builders June 2008 - September 2008
Lifeworks International June 2007 - August 2007
Santa Clara University June 2005 - March 2007
Prime Retail Inc. June 2006 - September 2006
US Fitness Pros June 2006 - September 2006
Skills
Venture Capital, Private Equity, Start-ups, Entrepreneurship, Commercial Banking, Market Research, Valuation, Financial Modeling, Portfolio Management, Financial Analysis, Business Development, Due Diligence, Corporate Finance, Mergers & Acquisitions
Education
University of California, Berkeley, Haas School of Business 2015 — 2018
Master of Business Administration (MBA)
Santa Clara University - Leavey School of Business 2005 — 2009
Bachelors, Finance and Political Science
Bellarmine College Preparatory 2001 — 2005
SVB Financial Group August 2010 - Present
JDRF December 2009 - Present
Wells Fargo Financial July 2009 - August 2010
SCU Men's Rugby 2007 - 2009
Webcor Builders June 2008 - September 2008
Lifeworks International June 2007 - August 2007
Santa Clara University June 2005 - March 2007
Prime Retail Inc. June 2006 - September 2006
US Fitness Pros June 2006 - September 2006
Skills
Venture Capital, Private Equity, Start-ups, Entrepreneurship, Commercial Banking, Market Research, Valuation, Financial Modeling, Portfolio Management, Financial Analysis, Business Development, Due Diligence, Corporate Finance, Mergers & Acquisitions
Education
University of California, Berkeley, Haas School of Business 2015 — 2018
Master of Business Administration (MBA)
Santa Clara University - Leavey School of Business 2005 — 2009
Bachelors, Finance and Political Science
Bellarmine College Preparatory 2001 — 2005
Laura Carchesio Ardiles's Wells Fargo Financial Experience April 2004 - January 2009
Job Marketing Manager at Revera Inc.
Industry Marketing and Advertising
Experience
Revera Inc. December 2010 - Present
Revera November 2009 - December 2010
Wells Fargo Financial April 2004 - January 2009
Wells Fargo Financial Canada 2004 - 2009
Skills
Advertising, Marketing Communications, Marketing Strategy, Integrated Marketing, Direct Marketing, Marketing, Project Management, CRM, Public Relations, Creative Direction, Copywriting, Strategy, Promotions, Management, Customer Service, Internal Communications, Sales
Education
Sheridan College 2001 — 2003
Marketing and Advertising
Revera Inc. December 2010 - Present
Revera November 2009 - December 2010
Wells Fargo Financial April 2004 - January 2009
Wells Fargo Financial Canada 2004 - 2009
Skills
Advertising, Marketing Communications, Marketing Strategy, Integrated Marketing, Direct Marketing, Marketing, Project Management, CRM, Public Relations, Creative Direction, Copywriting, Strategy, Promotions, Management, Customer Service, Internal Communications, Sales
Education
Sheridan College 2001 — 2003
Marketing and Advertising
Kevin Knowles's Wells Fargo Financial Experience October 2005 - February 2008
Job AVP, Senior Credit Analyst at Banner Bank
Industry Banking
Experience
Banner Bank September 2008 - Present
All Saints Church 2006 - 2010
Wells Fargo Financial October 2005 - February 2008
HomeStreet Bank 2008 - 2008
Wells Fargo - Private Mortgage Banking 2003 - 2003
Skills
Small Business Lending, Banking, Credit, Commercial Lending, Financial Analysis, Credit Analysis
Education
Seattle Pacific University - School of Business and Economics 2000 — 2004
BA, Finance
Banner Bank September 2008 - Present
All Saints Church 2006 - 2010
Wells Fargo Financial October 2005 - February 2008
HomeStreet Bank 2008 - 2008
Wells Fargo - Private Mortgage Banking 2003 - 2003
Skills
Small Business Lending, Banking, Credit, Commercial Lending, Financial Analysis, Credit Analysis
Education
Seattle Pacific University - School of Business and Economics 2000 — 2004
BA, Finance
Eric Ossello's Wells Fargo Financial Experience November 2003 - October 2010
Job Regional Sales Manager at GE Capital
Industry Financial Services
Experience
Synchrony Financial April 2012 - Present
JP Morgan Chase September 2010 - April 2012
Wells Fargo Financial November 2003 - October 2010
Skills
Sales, Training Facilitation, Credit, Credit Risk, Retail Banking, Manage Multiple, Manage Client..., Financial Services, Credit Analysis, Loans, Refinance, Real Estate, FHA, Mortgage Lending, Relationship Management, Portfolio Management, CRM, Lines Of Credit, Sales Management, Investment Properties
Education
San Diego State University-California State University 1997 — 2002
Business, Marketing
Synchrony Financial April 2012 - Present
JP Morgan Chase September 2010 - April 2012
Wells Fargo Financial November 2003 - October 2010
Skills
Sales, Training Facilitation, Credit, Credit Risk, Retail Banking, Manage Multiple, Manage Client..., Financial Services, Credit Analysis, Loans, Refinance, Real Estate, FHA, Mortgage Lending, Relationship Management, Portfolio Management, CRM, Lines Of Credit, Sales Management, Investment Properties
Education
San Diego State University-California State University 1997 — 2002
Business, Marketing
Shalini Neelankavil's Wells Fargo Financial Experience September 2009 - Present
Job QA in Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo Financial September 2009 - Present
Wells Fargo 2009 - 2009
Nissan Motor Acceptance Corporation, Irving, Texas 2008 - 2009
Education
Sathyabama University 1998 — 2002
Wells Fargo Financial September 2009 - Present
Wells Fargo 2009 - 2009
Nissan Motor Acceptance Corporation, Irving, Texas 2008 - 2009
Education
Sathyabama University 1998 — 2002
Monica Bernardo's Wells Fargo Financial Experience May 2009 - 2010
Job Sales Training Coordinator at Intuitive Surgical
Industry Financial Services
Experience
Intuitive Surgical February 2014 - Present
Wells Fargo Home Mortgage August 2012 - February 2014
Wells Fargo Home Mortgage February 2011 - August 2012
Wells Fargo Financial May 2009 - 2010
Nordstrom January 2006 - May 2009
Santa Clara Realty 2004 - 2006
Skills
Customer Service, Credit, Management, Sales, Microsoft Excel, Account Management, Cold Calling, Microsoft Office, Salesforce.com, Process Improvement, Team Building, Sales Management, Recruiting, PowerPoint, Business Development, Building Relationships, Business Analysis, Team Leadership, Marketing, Retail
Education
San Jose State University 2004 — 2009
Bachelor of Science (BS), Marketing
Silver Creek High School
Intuitive Surgical February 2014 - Present
Wells Fargo Home Mortgage August 2012 - February 2014
Wells Fargo Home Mortgage February 2011 - August 2012
Wells Fargo Financial May 2009 - 2010
Nordstrom January 2006 - May 2009
Santa Clara Realty 2004 - 2006
Skills
Customer Service, Credit, Management, Sales, Microsoft Excel, Account Management, Cold Calling, Microsoft Office, Salesforce.com, Process Improvement, Team Building, Sales Management, Recruiting, PowerPoint, Business Development, Building Relationships, Business Analysis, Team Leadership, Marketing, Retail
Education
San Jose State University 2004 — 2009
Bachelor of Science (BS), Marketing
Silver Creek High School
Tom Deneen's Wells Fargo Financial Experience September 2004 - December 2005
Job Indirect Auto Loan/Lease Underwriter II
Industry Financial Services
Experience
Bank of the West March 2011 - Present
Wells Fargo Auto Finance April 2007 - April 2011
World Savings (Wachovia) December 2005 - August 2006
Wells Fargo Financial September 2004 - December 2005
Wells Fargo October 2002 - September 2004
Skills
Underwriting, Business Development, Loans, Credit, Loan Origination, Sales, CRM, Finance, Mortgage Lending, Customer Satisfaction, New Business Development, Customer Service, Credit Analysis
Education
San Jose State University 2000 — 2002
Bachelor's of Science, Business Administration/Human Resource Management
Bank of the West March 2011 - Present
Wells Fargo Auto Finance April 2007 - April 2011
World Savings (Wachovia) December 2005 - August 2006
Wells Fargo Financial September 2004 - December 2005
Wells Fargo October 2002 - September 2004
Skills
Underwriting, Business Development, Loans, Credit, Loan Origination, Sales, CRM, Finance, Mortgage Lending, Customer Satisfaction, New Business Development, Customer Service, Credit Analysis
Education
San Jose State University 2000 — 2002
Bachelor's of Science, Business Administration/Human Resource Management
Meredith Goncalves's Wells Fargo Financial Experience September 2006 - March 2008
Job Project Manager at PSEG
Industry Utilities
Experience
PSEG December 2014 - Present
PSEG December 2012 - December 2014
PSEG June 2010 - September 2012
PSEG March 2008 - June 2010
Wells Fargo Financial September 2006 - March 2008
Skills
Finance, Financial Analysis, SAP, Access, Microsoft Excel, Corporate Finance, Business Analysis, Data Analysis, Management, Process Improvement
Education
Excelsior College 2008 — 2010
MBA, Business Administration and Management, General
Seton Hall University 2001 — 2005
BS, Marketing
PSEG December 2014 - Present
PSEG December 2012 - December 2014
PSEG June 2010 - September 2012
PSEG March 2008 - June 2010
Wells Fargo Financial September 2006 - March 2008
Skills
Finance, Financial Analysis, SAP, Access, Microsoft Excel, Corporate Finance, Business Analysis, Data Analysis, Management, Process Improvement
Education
Excelsior College 2008 — 2010
MBA, Business Administration and Management, General
Seton Hall University 2001 — 2005
BS, Marketing
Samad Peerbocus, CCP's Wells Fargo Financial Experience 2005 - 2007
Job Credit Manager at BDI Canada
Industry Biotechnology
Experience
BDI Canada February 2012 - Present
Sigma Aldrich June 2007 - February 2012
Wells Fargo Financial 2005 - 2007
Tee Sun Ltd 1993 - 2001
Skills
Accounts Receivable, Financial Analysis, Credit Analysis, Credit Risk, SAP, Accounting, Bilingualism, Finance, Credit, Account Management, Accruals, Forecasting, Internal Controls, Credit Cards, Cost Accounting, Account Reconciliation, Cash Flow, Microsoft Office, Risk Management, Microsoft Excel, Negotiation, Corporate Finance, Budgets, Management, Accounts Payable
Education
Sheridan College 2007 — 2009
CCP, Credit Institute of Canada
BDI Canada February 2012 - Present
Sigma Aldrich June 2007 - February 2012
Wells Fargo Financial 2005 - 2007
Tee Sun Ltd 1993 - 2001
Skills
Accounts Receivable, Financial Analysis, Credit Analysis, Credit Risk, SAP, Accounting, Bilingualism, Finance, Credit, Account Management, Accruals, Forecasting, Internal Controls, Credit Cards, Cost Accounting, Account Reconciliation, Cash Flow, Microsoft Office, Risk Management, Microsoft Excel, Negotiation, Corporate Finance, Budgets, Management, Accounts Payable
Education
Sheridan College 2007 — 2009
CCP, Credit Institute of Canada
Shannon Holmes's Wells Fargo Financial Experience November 2005 - November 2009
Job Director, Client Solutions at Fusion Learning
Industry Professional Training & Coaching
Experience
Fusion Learning September 2014 - Present
Fusion Learning March 2012 - September 2014
CIBC November 2009 - March 2012
Wells Fargo Financial November 2005 - November 2009
Loblaw Companies Limited August 2008 - July 2009
Wells Fargo Financial January 2005 - November 2005
Skills
Instructional Design, Consulting, Needs Analysis, Captivate, E-Learning, Instructor-led Training, Program Management, Workshop Facilitation, Blended Learning, Training Delivery, Training
Education
Sheridan College 2004 — 2006
Post Graduate Diploma, Human Resources Management
Wilfrid Laurier University 2000 — 2003
Bachelor's Degree, Psychology
Fusion Learning September 2014 - Present
Fusion Learning March 2012 - September 2014
CIBC November 2009 - March 2012
Wells Fargo Financial November 2005 - November 2009
Loblaw Companies Limited August 2008 - July 2009
Wells Fargo Financial January 2005 - November 2005
Skills
Instructional Design, Consulting, Needs Analysis, Captivate, E-Learning, Instructor-led Training, Program Management, Workshop Facilitation, Blended Learning, Training Delivery, Training
Education
Sheridan College 2004 — 2006
Post Graduate Diploma, Human Resources Management
Wilfrid Laurier University 2000 — 2003
Bachelor's Degree, Psychology
Brian Kampling's Wells Fargo Financial Experience November 2009 - April 2010
Job Business Test Analyst at Berkley Technology Services
Industry Information Technology and Services
Experience
Berkley Technology Services July 2012 - Present
CDS Global January 2012 - July 2012
Monsanto January 2011 - December 2011
Marsh May 2010 - December 2010
Wells Fargo Financial November 2009 - April 2010
IFMC December 2007 - June 2009
IFMC July 2007 - December 2007
United States Marine Corps June 2003 - June 2007
ING 2006 - 2007
Skills
Software Quality..., Quality Assurance, SDLC, Testing, Agile Methodologies, Waterfall, SQL, Troubleshooting, System Testing, Visio, Rational AppScan, E-commerce, XML, Scrum, Test Planning, User Acceptance Testing, Databases, Manual Testing, Selenium Testing, Selenium WebDriver, Visual Studio, Test Automation, Rational Quality Manager
Education
Des Moines Christian School 2001 — 2003
High School
Simpson College
Computer Science
Berkley Technology Services July 2012 - Present
CDS Global January 2012 - July 2012
Monsanto January 2011 - December 2011
Marsh May 2010 - December 2010
Wells Fargo Financial November 2009 - April 2010
IFMC December 2007 - June 2009
IFMC July 2007 - December 2007
United States Marine Corps June 2003 - June 2007
ING 2006 - 2007
Skills
Software Quality..., Quality Assurance, SDLC, Testing, Agile Methodologies, Waterfall, SQL, Troubleshooting, System Testing, Visio, Rational AppScan, E-commerce, XML, Scrum, Test Planning, User Acceptance Testing, Databases, Manual Testing, Selenium Testing, Selenium WebDriver, Visual Studio, Test Automation, Rational Quality Manager
Education
Des Moines Christian School 2001 — 2003
High School
Simpson College
Computer Science
Ryan Falzo's Wells Fargo Financial Experience January 2006 - February 2008
Job Sales Representative at Sciele Pharma
Industry Pharmaceuticals
Experience
Sciele Pharma February 2008 - Present
Wells Fargo Financial January 2006 - February 2008
Education
Siena College
Sciele Pharma February 2008 - Present
Wells Fargo Financial January 2006 - February 2008
Education
Siena College
Randy Murray's Wells Fargo Financial Experience March 2004 - April 2010
Job Regional Director Sales at FirstOntario Credit Union
Industry Financial Services
Experience
FirstOntario Credit Union November 2009 - Present
Wells Fargo Financial March 2004 - April 2010
Canadian Credit Operations March 2005 - August 2009
Wells Fargo 2004 - 2009
Wells Fargo Financial Canada 2004 - 2009
Homeplan Broker March 2004 - March 2005
Retail Credit Center March 2003 - March 2004
RBC Royal Bank March 1999 - March 2004
Trans Canada Credit (now Wells Fargo Financial) March 1991 - March 1999
Avco Financial services May 1989 - March 1991
Education
Sheridan College
Business Administration Diploma
Loyola High school
Diploma
FirstOntario Credit Union November 2009 - Present
Wells Fargo Financial March 2004 - April 2010
Canadian Credit Operations March 2005 - August 2009
Wells Fargo 2004 - 2009
Wells Fargo Financial Canada 2004 - 2009
Homeplan Broker March 2004 - March 2005
Retail Credit Center March 2003 - March 2004
RBC Royal Bank March 1999 - March 2004
Trans Canada Credit (now Wells Fargo Financial) March 1991 - March 1999
Avco Financial services May 1989 - March 1991
Education
Sheridan College
Business Administration Diploma
Loyola High school
Diploma
Jason Brock's Wells Fargo Financial Experience January 2010 - July 2010
Job Business Development Officer, SBA & Commercial Real Estate at Bridge Bank
Industry Financial Services
Experience
Bridge Bank, N.A. March 2015 - Present
Bridge Bank, N.A. November 2011 - February 2015
Wells Fargo Bank August 2010 - October 2011
Wells Fargo Financial January 2010 - July 2010
Education
San Jose State University 2006 — 2008
Business, Finance
Bridge Bank, N.A. March 2015 - Present
Bridge Bank, N.A. November 2011 - February 2015
Wells Fargo Bank August 2010 - October 2011
Wells Fargo Financial January 2010 - July 2010
Education
San Jose State University 2006 — 2008
Business, Finance
Kiruban Kana's Wells Fargo Financial Experience September 2008 - February 2009
Job Commercial Mortgage Underwriter at Equitable Bank
Industry Banking
Experience
Equitable Bank February 2012 - Present
Equitable Bank March 2009 - Present
Wells Fargo Financial September 2008 - February 2009
Home Trust Company October 2004 - August 2008
Wilson Financial Services Ltd (London, UK) October 2002 - September 2004
TD Waterhouse Investor Services Inc. January 2000 - September 2002
Skills
Personal Planning, Mortgage Banking, Mortgage Servicing, Default, Secured Lending, Residential Purchases, Mortgage Planning, Debt Consolidation, Alt-A, CMBS, Work-outs, Term Sheets, Proformas, Mortgage Underwriting, Credit Review, Financial Advice, Mortgage Industry, Consumer Lending, Home Equity, Loan Structuring, Loan Documentation, Commercial Mortgages, Second Mortgages, Stock Trading, Financial Planning, Loan Origination, Loss Mitigation, Compliance Review, Receiverships, Evictions, Mortgage Lending, Property Law, Remortgages, Negotiation, Deal Structure, Credit Risk, Mortgage Law, Banking, Compliance Regulations, Credit, Real Estate Financing, Real Estate, Fixed Rate Mortgages, Certified Mortgage..., Residential Mortgages, Underwriting, Construction Loans, Loans, Financial Advisory, Financial Structuring
Education
The Canadian Institute of Financial Planning
CFP
Canadian Securities Institute (CSI) 2008 — 2010
Canadian Securities Course (CSC)
Seneca College of Applied Arts and Technology 2007 — 2009
Financial Services Underwriting Diploma (Honors)
ifs School of Finance 2002 — 2004
ifs School of Finance, Banking and Financial Management (CeMAP)
Seneca College of Applied Arts and Technology 1998 — 2001
Computer Networking Systems & Technical Support Diploma
Equitable Bank February 2012 - Present
Equitable Bank March 2009 - Present
Wells Fargo Financial September 2008 - February 2009
Home Trust Company October 2004 - August 2008
Wilson Financial Services Ltd (London, UK) October 2002 - September 2004
TD Waterhouse Investor Services Inc. January 2000 - September 2002
Skills
Personal Planning, Mortgage Banking, Mortgage Servicing, Default, Secured Lending, Residential Purchases, Mortgage Planning, Debt Consolidation, Alt-A, CMBS, Work-outs, Term Sheets, Proformas, Mortgage Underwriting, Credit Review, Financial Advice, Mortgage Industry, Consumer Lending, Home Equity, Loan Structuring, Loan Documentation, Commercial Mortgages, Second Mortgages, Stock Trading, Financial Planning, Loan Origination, Loss Mitigation, Compliance Review, Receiverships, Evictions, Mortgage Lending, Property Law, Remortgages, Negotiation, Deal Structure, Credit Risk, Mortgage Law, Banking, Compliance Regulations, Credit, Real Estate Financing, Real Estate, Fixed Rate Mortgages, Certified Mortgage..., Residential Mortgages, Underwriting, Construction Loans, Loans, Financial Advisory, Financial Structuring
Education
The Canadian Institute of Financial Planning
CFP
Canadian Securities Institute (CSI) 2008 — 2010
Canadian Securities Course (CSC)
Seneca College of Applied Arts and Technology 2007 — 2009
Financial Services Underwriting Diploma (Honors)
ifs School of Finance 2002 — 2004
ifs School of Finance, Banking and Financial Management (CeMAP)
Seneca College of Applied Arts and Technology 1998 — 2001
Computer Networking Systems & Technical Support Diploma
Andrew Sgro's Wells Fargo Financial Experience October 2009 - July 2010
Job International Underwriter
Industry Insurance
Experience
CIGNA August 2011 - Present
CIGNA Healthcare July 2010 - August 2011
Wells Fargo Financial October 2009 - July 2010
Skills
Financial Analysis, Employee Benefits, Microsoft Excel, Healthcare, Underwriting, Social Media, Credit, Insurance, Risk Management, Credit Analysis, Banking, Financial Risk
Education
University of Hartford 2007 — 2009
BA, Finance/Economics
Siena College 2005 — 2007
N/A, Finance
CIGNA August 2011 - Present
CIGNA Healthcare July 2010 - August 2011
Wells Fargo Financial October 2009 - July 2010
Skills
Financial Analysis, Employee Benefits, Microsoft Excel, Healthcare, Underwriting, Social Media, Credit, Insurance, Risk Management, Credit Analysis, Banking, Financial Risk
Education
University of Hartford 2007 — 2009
BA, Finance/Economics
Siena College 2005 — 2007
N/A, Finance
Ashley Russell's Wells Fargo Financial Experience 2006 - 2010
Job Home Loan Consultant at Union Bank
Industry Financial Services
Experience
Union Bank July 2013 - Present
U.S. Bank November 2011 - July 2013
JP Morgan Chase January 2011 - November 2011
Wells Fargo Financial 2006 - 2010
Skills
Mortgage Lending, Loans, Credit, Consumer Lending, Banking, Loan Origination, Mortgage Banking, Retail Banking, Sales Management, Refinance, Strategic Financial..., Residential Mortgages, Real Estate, Cash Management, Private Banking, Financial Analysis, Portfolio Management, Sales, Cross Selling, Commercial Banking, Customer Service
Education
Siena College
BS, Marketing and Management
Union Bank July 2013 - Present
U.S. Bank November 2011 - July 2013
JP Morgan Chase January 2011 - November 2011
Wells Fargo Financial 2006 - 2010
Skills
Mortgage Lending, Loans, Credit, Consumer Lending, Banking, Loan Origination, Mortgage Banking, Retail Banking, Sales Management, Refinance, Strategic Financial..., Residential Mortgages, Real Estate, Cash Management, Private Banking, Financial Analysis, Portfolio Management, Sales, Cross Selling, Commercial Banking, Customer Service
Education
Siena College
BS, Marketing and Management
Todd Stauffer's Wells Fargo Financial Experience April 2010 - September 2010
Job Business Services Officer at South Carolina Federal Credit Union
Industry Financial Services
Experience
South Carolina Federal Credit Union December 2013 - Present
Wells Fargo October 2012 - December 2013
Wells Fargo September 2010 - October 2012
Wells Fargo Financial April 2010 - September 2010
Skills
Credit, Loans, Credit Analysis, Commercial Lending, Small Business Lending, Commercial Banking, Mortgage Lending, Retail Banking, Finance, Banking, Financial Analysis, Consumer Lending, Loan Origination
Education
Shippensburg University of Pennsylvania
Bachelor's degree, Finance
South Carolina Federal Credit Union December 2013 - Present
Wells Fargo October 2012 - December 2013
Wells Fargo September 2010 - October 2012
Wells Fargo Financial April 2010 - September 2010
Skills
Credit, Loans, Credit Analysis, Commercial Lending, Small Business Lending, Commercial Banking, Mortgage Lending, Retail Banking, Finance, Banking, Financial Analysis, Consumer Lending, Loan Origination
Education
Shippensburg University of Pennsylvania
Bachelor's degree, Finance
Brett Regan, CRCM's Wells Fargo Financial Experience 2005 - 2010
Job Compliance Consultant/Vice President
Industry Banking
Experience
Wells Fargo 2011 - Present
Wells Fargo 2010 - 2011
Wells Fargo Financial 2005 - 2010
Wells Fargo Financial 2003 - 2005
Wells Fargo Financial 1993 - 2003
Education
San Diego State University-California State University 1986 — 1990
BA, Economics
Wells Fargo 2011 - Present
Wells Fargo 2010 - 2011
Wells Fargo Financial 2005 - 2010
Wells Fargo Financial 2003 - 2005
Wells Fargo Financial 1993 - 2003
Education
San Diego State University-California State University 1986 — 1990
BA, Economics
Thomas Gerosa's Wells Fargo Financial Experience April 2005 - June 2010
Job Manager, Business Continuity Program at D+H
Industry Financial Services
Experience
D+H May 2014 - Present
Agricorp October 2010 - January 2014
Wells Fargo Financial April 2005 - June 2010
Wells Fargo Financial September 2002 - April 2005
ECNG Energy L.P. September 2001 - September 2002
Wells Fargo Financial October 1999 - September 2001
Skills
Business Continuity, Financial Risk, Operational Risk, Risk Management, Business Continuity..., Risk Assessment, Enterprise Risk..., Governance, Leadership, Credit, Policy, Banking, Credit Risk, Project Management, Fraud, Credit Analysis, Underwriting, Loans
Education
DRI Canada 2010 — 2014
Certified Business Continuity Professional (In progress), Disaster Recovery Institute
Project Management Institute 2008 — 2014
PMP Designation (In progress), Project Management Professional
Sheridan College 1994 — 1997
Business Administration Accounting
D+H May 2014 - Present
Agricorp October 2010 - January 2014
Wells Fargo Financial April 2005 - June 2010
Wells Fargo Financial September 2002 - April 2005
ECNG Energy L.P. September 2001 - September 2002
Wells Fargo Financial October 1999 - September 2001
Skills
Business Continuity, Financial Risk, Operational Risk, Risk Management, Business Continuity..., Risk Assessment, Enterprise Risk..., Governance, Leadership, Credit, Policy, Banking, Credit Risk, Project Management, Fraud, Credit Analysis, Underwriting, Loans
Education
DRI Canada 2010 — 2014
Certified Business Continuity Professional (In progress), Disaster Recovery Institute
Project Management Institute 2008 — 2014
PMP Designation (In progress), Project Management Professional
Sheridan College 1994 — 1997
Business Administration Accounting
Kenny Alderson's Wells Fargo Financial Experience May 2009 - July 2010
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Financial May 2009 - July 2010
Wells Fargo 2009 - 2010
Education
Sheridan College 2000 — 2002
Law & Security
Wells Fargo Financial May 2009 - July 2010
Wells Fargo 2009 - 2010
Education
Sheridan College 2000 — 2002
Law & Security
Caroline (Aubé) Hynes's Wells Fargo Financial Experience March 2004 - July 2013
Job Bilingual Credit Representative at Parmalat Canada
Industry Financial Services
Experience
Parmalat Canada September 2013 - Present
Wells Fargo Financial March 2004 - July 2013
Wells Fargo Financial 2001 - 2004
Wells Fargo Financial 1998 - 2001
Wells Fargo Financial 1996 - 1998
Well Fargo Financial 1995 - 1996
Wells Fargo Financial 1994 - 1995
Skills
Credit, Loans, Credit Analysis, Banking, Mortgage Lending, Credit Cards, Risk Management, Call Centers, Credit Risk, Consumer Lending, Customer Service, Process Improvement, Accounting, Loss Mitigation, Account Reconciliation, Portfolio Management, Microsoft Office, Negotiation, Financial Risk, Financial Services, Team Management, Loan Origination, Collections, Office Administration, Problem Solving, Employee Training, Self-driven, Highly motivated..., Motivation, Highly detail oriented, Procedure Manuals, Bilingual English-French, Residential Mortgages, Credit Card Fraud, Conducting Interviews, SAP, Relationship Management, Mortgage Banking, Operational Risk
Education
Seneca College of Applied Arts and Technology 2000 — 2005
General Business with Honors
Seneca College of Applied Arts and Technology
General Business Diploma
Parmalat Canada September 2013 - Present
Wells Fargo Financial March 2004 - July 2013
Wells Fargo Financial 2001 - 2004
Wells Fargo Financial 1998 - 2001
Wells Fargo Financial 1996 - 1998
Well Fargo Financial 1995 - 1996
Wells Fargo Financial 1994 - 1995
Skills
Credit, Loans, Credit Analysis, Banking, Mortgage Lending, Credit Cards, Risk Management, Call Centers, Credit Risk, Consumer Lending, Customer Service, Process Improvement, Accounting, Loss Mitigation, Account Reconciliation, Portfolio Management, Microsoft Office, Negotiation, Financial Risk, Financial Services, Team Management, Loan Origination, Collections, Office Administration, Problem Solving, Employee Training, Self-driven, Highly motivated..., Motivation, Highly detail oriented, Procedure Manuals, Bilingual English-French, Residential Mortgages, Credit Card Fraud, Conducting Interviews, SAP, Relationship Management, Mortgage Banking, Operational Risk
Education
Seneca College of Applied Arts and Technology 2000 — 2005
General Business with Honors
Seneca College of Applied Arts and Technology
General Business Diploma
Ascelsa Ciddio's Wells Fargo Financial Experience 1981 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
Dynamic Forest Products April 2012 - Present
Wells Fargo Financial 1981 - 2011
Skills
Credit, Loss Mitigation, Credit Analysis, Loans, Call Centers, Banking, Mortgage Lending, Consumer Lending, Credit Cards
Education
Seneca College of Applied Arts and Technology
Dynamic Forest Products April 2012 - Present
Wells Fargo Financial 1981 - 2011
Skills
Credit, Loss Mitigation, Credit Analysis, Loans, Call Centers, Banking, Mortgage Lending, Consumer Lending, Credit Cards
Education
Seneca College of Applied Arts and Technology
Kirk Rumble's Wells Fargo Financial Experience March 1995 - March 2013
Job Supervisor at Wells Fargo Financial
Industry Financial Services
Experience
Wells Fargo Financial March 1995 - March 2013
Self Employed Freelance Work April 1990 - March 1995
Skills
Credit Management, Team Building, Sales, Mortgage and Loan..., Riskwatch, Risk Reduction, Mortgage Lending, Banking, Credit, Management, Loans, Risk Management, Retail, Financial Analysis, Consumer Lending, Negotiation, Leadership, Credit Risk, Strategic Planning, Credit Analysis
Education
REMIC Mortgage Brokering Ontario 2013 — 2013
Licentiate degree, Mortgage Agent
Sheridan College 1989 — 1991
CMA Business Management
Sheridan College 1985 — 1987
Member of Credit Institute
George Brown
Wells Fargo Financial March 1995 - March 2013
Self Employed Freelance Work April 1990 - March 1995
Skills
Credit Management, Team Building, Sales, Mortgage and Loan..., Riskwatch, Risk Reduction, Mortgage Lending, Banking, Credit, Management, Loans, Risk Management, Retail, Financial Analysis, Consumer Lending, Negotiation, Leadership, Credit Risk, Strategic Planning, Credit Analysis
Education
REMIC Mortgage Brokering Ontario 2013 — 2013
Licentiate degree, Mortgage Agent
Sheridan College 1989 — 1991
CMA Business Management
Sheridan College 1985 — 1987
Member of Credit Institute
George Brown
Victoria Bade's Wells Fargo Financial Experience December 2006 - April 2007
Job Accounting Professional
Industry Accounting
Experience
Nelson & Associates March 2011 - Present
Certified Emploment Group June 2003 - November 2007
Wells Fargo Financial December 2006 - April 2007
Connor, Lawrence, Rodney & Gurney October 2003 - February 2004
Abbey, Weitzenberg, Warren & Emery May 1999 - January 2003
Education
Sonoma State University 2002 — 2005
B.A., Economics
Santa Rosa Junior College
A.A., Business Administration
Nelson & Associates March 2011 - Present
Certified Emploment Group June 2003 - November 2007
Wells Fargo Financial December 2006 - April 2007
Connor, Lawrence, Rodney & Gurney October 2003 - February 2004
Abbey, Weitzenberg, Warren & Emery May 1999 - January 2003
Education
Sonoma State University 2002 — 2005
B.A., Economics
Santa Rosa Junior College
A.A., Business Administration
Azi Naghshineh's Wells Fargo Financial Experience
Job Business Systems Consultant at Wells Fargo Financial
Industry Financial Services
Experience
Wells Fargo Financial
Skills
Business Analysis
Education
SFSU
Master of Economics
Wells Fargo Financial
Skills
Business Analysis
Education
SFSU
Master of Economics
Pooja Damidi's Wells Fargo Financial Experience March 2011 - Present
Job Systems Quality Analyst at Wells Fargo Financial
Industry Computer Software
Experience
Wells Fargo Financial March 2011 - Present
Education
San Jose State University 2008 — 2010
MS, Software Engineering
Wells Fargo Financial March 2011 - Present
Education
San Jose State University 2008 — 2010
MS, Software Engineering
Adam Ringhoffer's Wells Fargo Financial Experience September 2008 - September 2010
Job Regional Private Banker Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2010 - Present
Wells Fargo Financial September 2008 - September 2010
Wells Fargo Financial April 2006 - September 2008
Commonwealth of Pennsylvania May 2001 - July 2004
Skills
Loans, Financial Analysis, Risk Management, Financial Services, Portfolio Management, Credit Analysis, Strategic Financial..., Wealth Management, Retail Banking, Financial Risk, Investments, Securities, Mutual Funds, Retirement Planning, Series 7, Series 63, Investment Advisory, Financial Advisory, Asset Allocation, Investment Strategies, Credit, Banking, Relationship Management, Consumer Lending, 401k, Life Insurance, Fixed Annuities, Credit Risk, Series 6, Bloomberg, Small Business Lending, Wealth, IRAs, FINRA, Private Banking, Finance, Retirement, Mortgage Lending, Fixed Income, Equities, Cash Management, Bonds, Commercial Banking, Commercial Lending, Wealth Management..., Cross Selling, Series 65, High Net Worth..., 401k Rollovers, Financial Institutions
Education
Shippensburg University of Pennsylvania 1997 — 2001
Bachelors, Accounting
FINRA
Series 7, 65, 63, & 6
Wells Fargo Advisors October 2010 - Present
Wells Fargo Financial September 2008 - September 2010
Wells Fargo Financial April 2006 - September 2008
Commonwealth of Pennsylvania May 2001 - July 2004
Skills
Loans, Financial Analysis, Risk Management, Financial Services, Portfolio Management, Credit Analysis, Strategic Financial..., Wealth Management, Retail Banking, Financial Risk, Investments, Securities, Mutual Funds, Retirement Planning, Series 7, Series 63, Investment Advisory, Financial Advisory, Asset Allocation, Investment Strategies, Credit, Banking, Relationship Management, Consumer Lending, 401k, Life Insurance, Fixed Annuities, Credit Risk, Series 6, Bloomberg, Small Business Lending, Wealth, IRAs, FINRA, Private Banking, Finance, Retirement, Mortgage Lending, Fixed Income, Equities, Cash Management, Bonds, Commercial Banking, Commercial Lending, Wealth Management..., Cross Selling, Series 65, High Net Worth..., 401k Rollovers, Financial Institutions
Education
Shippensburg University of Pennsylvania 1997 — 2001
Bachelors, Accounting
FINRA
Series 7, 65, 63, & 6
Brittany G's Wells Fargo Financial Experience October 2011 - Present
Job Human Resource Service Center Representative at Wells Fargo Financial
Industry Human Resources
Experience
Wells Fargo Financial October 2011 - Present
Seterus, Inc. (Formerly IBM LBPS) February 2011 - August 2011
Consumer Education Services, Inc. July 2009 - December 2010
Skills
Customer Service, Collections, Training & Development
Education
Shaw University 2011 — 2015
BS, Criminal Justice
University of Wisconsin-Milwaukee 2004 — 2005
BA, General Study
Wells Fargo Financial October 2011 - Present
Seterus, Inc. (Formerly IBM LBPS) February 2011 - August 2011
Consumer Education Services, Inc. July 2009 - December 2010
Skills
Customer Service, Collections, Training & Development
Education
Shaw University 2011 — 2015
BS, Criminal Justice
University of Wisconsin-Milwaukee 2004 — 2005
BA, General Study
Johnny T. Wong's Wells Fargo Financial Experience September 2005 - October 2010
Job Business Relationship Manager at Chase Business Banking
Industry Banking
Experience
Chase December 2011 - Present
Wells Fargo Bank October 2010 - November 2011
Wells Fargo Financial September 2005 - October 2010
Skills
Relationship Management, Loans, Management, Banking, New Business Development, Sales Operations, Mortgage Lending
Education
San Francisco State University 2001 — 2005
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Chase December 2011 - Present
Wells Fargo Bank October 2010 - November 2011
Wells Fargo Financial September 2005 - October 2010
Skills
Relationship Management, Loans, Management, Banking, New Business Development, Sales Operations, Mortgage Lending
Education
San Francisco State University 2001 — 2005
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Andrew Rinehart's Wells Fargo Financial Experience July 2006 - April 2008
Job Business Banking Specialist / Brokerage Associate Wells Fargo
Industry Banking
Experience
Wells Fargo July 2015 - Present
Wells Fargo Advisors July 2014 - Present
Wells Fargo August 2012 - July 2015
SunTrust May 2011 - August 2012
RimTyme July 2010 - May 2011
Aaron's, Inc March 2009 - July 2010
Wachovia Bank April 2008 - November 2008
Wells Fargo Financial July 2006 - April 2008
Regions Financial Corporation January 2005 - July 2006
Skills
Banking, Credit, Loans, Customer Service, Finance, Financial Services, Loan Origination, Commercial Banking, Sales, Retail Banking, Lines Of Credit
Education
Troy University 2001 — 2003
Business/Managerial Economics / Political Science
Sandhills Community College 1997 — 1999
International Business / Political Science
Wells Fargo July 2015 - Present
Wells Fargo Advisors July 2014 - Present
Wells Fargo August 2012 - July 2015
SunTrust May 2011 - August 2012
RimTyme July 2010 - May 2011
Aaron's, Inc March 2009 - July 2010
Wachovia Bank April 2008 - November 2008
Wells Fargo Financial July 2006 - April 2008
Regions Financial Corporation January 2005 - July 2006
Skills
Banking, Credit, Loans, Customer Service, Finance, Financial Services, Loan Origination, Commercial Banking, Sales, Retail Banking, Lines Of Credit
Education
Troy University 2001 — 2003
Business/Managerial Economics / Political Science
Sandhills Community College 1997 — 1999
International Business / Political Science