Experience
J.P. Morgan Securities LLC   September 2010 - Present
Wells Fargo Financial   May 2010 - September 2010
RBC Wealth Management  August 2009 - December 2009
Town Hall, Recreation Department   June 2002 - August 2009

Education
State University of New York at Buffalo - School of Management   2006 — 2010
Bachelor of Science in Business Administration

Cicero North Syracuse High School

Experience
Strategic Lending Group  August 2011 - November 2014
Wells Fargo  January 2010 - July 2011
Wells Fargo Financial   April 2006 - January 2010
Wells Fargo Financial   January 2002 - April 2006
Wells Fargo  December 1998 - January 2002
Wells Fargo  May 1997 - December 1998

Skills
Portfolio Management, Loans, Credit, Banking, Financial Analysis, Loan Servicing, Mortgage Servicing, Commercial Lending, Risk Management, Credit Analysis, Mortgage Banking, Customer Service, Small Business Lending, Underwriting, Mortgage Lending, FHA, Consumer Lending, Finance, Loan Origination, Refinance, Mortgage Underwriting, Loss Mitigation, Residential Mortgages, USDA, VA loans, FHA financing, Certified Mortgage..., Commercial Mortgages, Lines Of Credit, Investment Properties, First Time Home Buyers, Construction Loans, Real Estate, Default, Credit Risk, Cross Selling, Commercial Banking, FHA Financing

Education
St. Mary's University   1998 — 2001
Master of Business Administration (M.B.A.), Finance, General, 3.61

St. Mary's University   1992 — 1996
Bachelor of Business Administration (B.B.A.), Marketing, 3.42

Experience
Wells Fargo  June 2014 - Present
Wells Fargo Bank  December 2010 - June 2014
Wells Fargo Financial   May 2008 - December 2010

Skills
Coaching, Customer Service, Leadership Development, Sales, Sales Management, Customer Satisfaction, Team Building, Hiring, Employee Training, Risk Management, Teamwork, Leadership, Banking, Public Speaking, Time Management, Event Planning, Loans, Financial Analysis, Management, Recruiting, Retail, Training

Education
St. Joseph's College (IN)   2004 — 2008
Bachelor of Science, Business Management

Experience
Ferguson Enterprises  April 2015 - Present
Ferguson Enterprises  September 2013 - April 2015
Ferguson Enterprises  April 2012 - September 2013
Centura College  August 2011 - August 2013
Ferguson Enterprises  November 2011 - April 2012
Ferguson Enterprises  September 2010 - November 2011
Tenacity Mortgage  April 2010 - September 2010
Cox Communications  July 2009 - June 2010
Wells Fargo Financial   August 2006 - July 2009
GEICO  January 2005 - August 2006

Skills
Outlook, Access, Microsoft Excel, SnagIt, PowerPoint, Microsoft Word, Customer Service, Teaching, PeopleSoft, IEX, Genesys, Word, Excel, Human Resources, Data Entry, Time Management, Event Planning, Kenexa

Education
Strayer University (VA)   2009 — 2011
MBA, Human Resources Management

Strayer University (VA)   2006 — 2009
BS, Management

Experience
BBVA Compass Investment Solutions  June 2015 - Present
BBVA Compass  July 2010 - Present
Chase  April 2006 - July 2010
Wells Fargo Financial   April 2004 - April 2006

Skills
Retail Banking, Loans, Mortgage Lending, Investments, Credit, Banking, Management, Leadership, Sales Operations, Sales, Retail, Financial Services, Small Business Lending, Branch Banking, Consumer Lending, Finance, Portfolio Management

Education
Stephen F. Austin State University   1999 — 2003
BBA, Marketing

Experience
IH Mississippi Valley Credit Union  2009 - Present
American Bank and Trust  July 2007 - January 2009
Wells Fargo Financial   1998 - 2007

Skills
Mortgage Lending, Loans, Credit, Banking, Commercial Lending, Underwriting, Credit Analysis, Refinance, Financial Analysis, Real Estate, Customer Service, Team Building, Loan Origination, Mortgage Banking, Consumer Lending, Risk Management, FHA, First Time Home Buyers, Retirement Planning, Leadership, Sales Management, Commercial Mortgages, Small Business Lending, Residential Mortgages, Lines Of Credit, FHA financing, USDA, Commercial Banking, Credit Risk, VA loans, Branch Management, Insurance, Sales, Small Business, Finance

Education
St. Ambrose University   1994 — 1998
Accounting

Experience
Wells Fargo Home Mortgage  September 2012 - Present
Red Lobster  October 2008 - October 2012
University of Virginia  April 2011 - April 2012
Wachovia, A Wells Fargo Company  August 2010 - April 2011
Wells Fargo Financial   June 2003 - August 2010
Kids R Us  May 2001 - June 2003

Skills
Software Documentation, Management, Training, Customer Service

Education
Sweet Briar College   1997 — 2001
BA, Psychology and Business Management

Experience
Ernst & Young  October 2012 - Present
Ernst & Young  January 2011 - October 2012
Paychex, Inc  March 2007 - December 2008
Wells Fargo Financial   November 2005 - February 2007

Skills
Financial Accounting, External Audit, Accounting, Financial Reporting, Auditing, Sarbanes-Oxley Act, Internal Controls, Microsoft Excel, General Ledger, GAAP, Inventory, Project Accounting, CPA, Financial Statements

Education
State University of New York College at Fredonia   2009 — 2010
BS, Accounting (150 Credit Hour)

State University of New York College at Fredonia   2001 — 2005
BS, Business Administration, Marketing

Experience
The Schwan Food Company  February 2010 - Present
Schwan's Shared Services  May 2007 - January 2010
Wells Fargo Financial   September 2005 - May 2007

Skills
Recruiting, Taleo, Human Resources, Hiring, Management, Retail, Customer Service, Microsoft Office, Sales, Employee Relations, Onboarding, Interviews, Applicant Tracking..., College Recruiting, New Hire Orientations, Training, Outlook, Time Management, HRIS, Talent Management, High Volume Recruiting, Talent Acquisition, Selling, Performance Management, Coaching, Workforce Planning, Cold Calling, Temporary Placement, Sourcing, Job Fairs, Employee Training, Internet Recruiting, Screening, Resume Writing, Employee Engagement, Employee Benefits, Customer Relations, Full-cycle Recruiting, Payroll, Deferred Compensation, Job Descriptions, Problem Solving, CRM

Education
Minnesota Paralegal Institute   2005 — 2005
Certificate, Paralegal Studies

Southwest Minnesota State University   2001 — 2004
B.A., Political Science & Public Administration

Experience
Cellular Sales Verizon Wireless  January 2011 - Present
Wells Fargo Financial   December 2005 - September 2010
Rozell Industries, Inc   March 1994 - April 2003

Skills
NYS Notary Public, Cold Calling, Customer Retention, Direct Sales, Recruiting, Wireless, Customer Service, Sales, Human Resources, B2B

Education
SUNY Plattsburgh   1976 — 1980
Bachelor of Science, Business Management

Hadley-Luzerne Central School   1972 — 1976

Experience
IH MISSISSIPPI VALLEY CREDIT UNION  September 2009 - Present
Wells Fargo Financial   May 2006 - August 2009

Skills
Customer Service, Refinance, Credit, Commercial Banking, Residential Mortgages, Marketing Strategy, Financial Analysis, USDA, Microsoft Office, Real Estate, Mortgage Lending, Mortgage Banking, Sales Management, First Time Home Buyers, Team Building, Credit Analysis, Banking, Loans

Education
St. Ambrose University   2002 — 2006
BA Public Relations, Marketing, PR, Economics

Experience
State Farm  October 2012 - Present
State Farm Insurance  February 2012 - October 2012
Paragon Partners  April 2011 - February 2012
Wells Fargo Financial   October 2008 - May 2011
Wells Fargo Financial   June 2008 - October 2008
Wells Fargo Financial   January 2008 - June 2008
Wells Fargo Financial   June 2007 - December 2007
Southern Utah University/ CHS   August 2004 - May 2007
Rocky Mountain Furniture   August 2005 - April 2006
Academy at Cedar Mountain   May 2005 - August 2005

Skills
Windows/Macintosh..., MS Office, Databases, Internet Services

Education
Southern Utah University   2002 — 2007
Bachelors of Science, Mathematics, Computer Science

Experience
Advance Acceptance   2013 - 2014
Creekridge Capital  2010 - 2013
US Bank  2004 - 2010
US Bank  2000 - 2004
Wells Fargo Financial   1998 - 1999
Wells Fargo Financial   1996 - 1998

Skills
Strategic Consulting, Public Relations, Territory Management, Leadership Development, Positioning, New Business Development, Business Development, Strategy, Sales Process, Cold Calling, Business Process..., Strategic Leadership, Trade Shows, Finance, Relationship Management, Leadership, Sales Force Development, Sales, Management, B2B, Account Management, Contract Negotiation, Direct Sales, Selling, Strategic Partnerships, CRM, Salesforce.com, Lead Generation, Sales Management, Sales Operations, Executive Management, SaaS, Solution Selling, Professional Services, Start-ups, Customer Retention

Education
St. Cloud State University   1990 — 1993
Bachelor's Degree, Speech Communications, 3.48

Hill Murray   1986 — 1989
High School, High School of Business, 3.68

Experience
IBERIABANK  May 2013 - Present
Trustmark Bank  May 2008 - April 2013
Wachovia Bank  February 2006 - May 2008
AmSouth Bank  2002 - February 2006
Wells Fargo Financial   1998 - 2002
AAA Inspection Services Inc   1995 - 1998

Skills
Real Estate, Loans, Investments, Deposits, Cash Management, Business Strategy, Commercial Banking, Commercial Lending, Commercial Finance, Asset Based Lending, Commercial Mortgages, Mortgage Lending, Small Business Lending, Finance, Financial Services, Banking, Leadership, Small Business, Credit Risk, Credit, Credit Analysis, Treasury Management, Management, Wealth Management, Lines Of Credit, Consumer Lending, Underwriting, Portfolio Management, Retail Banking, Insurance

Education
The Southeastern School of Commercial Lending   2012 — 2012
Completion, Banking and Financial Support Services, A

Strayer University   2003 — 2007
MBA, Business

The University of Memphis   1994 — 1998
BBA, International Business

Experience
The HON Company  April 2015 - Present
The HON Company  July 2014 - April 2015
The HON Company  August 2013 - July 2014
The HON Company  January 2013 - August 2013
The HON Company  February 2012 - January 2013
Preferred Home Health Care  February 2011 - September 2011
Wells Fargo Bank  September 2010 - February 2011
Wells Fargo Financial   May 2010 - September 2010
St. Ambrose University  August 2006 - May 2010

Education
St. Ambrose University   2006 — 2010
BA, Business Management and Marketing

Experience
Wells Fargo  March 2010 - Present
Wells Fargo  November 2005 - March 2010
Wells Fargo Financial   September 2003 - November 2005
Wells Fargo Financial   January 2003 - September 2003
Wells Fargo Financial   September 2002 - January 2003
eFunds  December 2000 - August 2002
Shopforschool.com  January 1999 - November 2000
Carlson Marketing  August 1996 - January 1999

Skills
Project Management, Program Management, Quality Assurance, SOA, UML, High Performance Teams, Business Requirements, SDLC, Business Analysis, Requirements Gathering, Process Improvement, Visio, Risk Management, PMO, Vendor Management, Requirements Analysis, Financial Services, PMP, Software Project..., Agile Methodologies, Banking, Resource Management, Relationship Management, Project Planning, Business Process, CRM, Software Documentation

Education
University of Minnesota-Twin Cities   1995 — 1997
Masters in Education

St. Olaf College   1990 — 1994
Bachelor of Science, Sports Science

Experience
Wells Fargo & Co.   July 2012 - Present
The Someday Foundation   January 2001 - Present
Wells Fargo & Company, Home Mortgage, National Builder Division   November 2010 - July 2012
Wells Fargo  June 2007 - November 2010
Wells Fargo Financial   January 2000 - December 2009
Norwest Financial, US Consumer Finance   June 1992 - January 2000

Skills
Sales & Relationship..., Marketing Strategy, Cost Management, Analysis, Strategic Communications, New Business Development, Strategic Planning, Sales, Relationship Management, Cross Selling, Leadership, Strategy, Strategic Partnerships, Marketing, Program Management, Start-ups, Management, Banking, Negotiation, Portfolio Management, Vendor Management, Finance, Financial Services, Financial Analysis, Credit, Mortgage Lending, Executive Management, Team Building, Risk Management, Analytics, Loans, Process Improvement, Consumer Lending, Investments, Insurance, Loan Origination, Mortgage Banking, Refinance, Residential Mortgages, Commercial Lending, Strategic Planning &..., Small Business Lending, Credit Analysis, Credit Cards, CRM, Pipeline Management, Underwriting, Commercial Banking, Retail Banking, Social Media Marketing

Education
St. Ambrose University   1988 — 1992
BA, Business Management / Economics

Beckman Catholic High School   1984 — 1988

Experience
home  October 2012 - February 2014
Prudential Insurance  February 2011 - September 2011
Wells Fargo Financial   April 2010 - June 2010
Express Scripts  September 2009 - January 2010
Prudential Insurance  February 2007 - March 2009
Express Scripts Inc  May 2006 - December 2006
Viking Computer Services   December 2001 - February 2006
IBM Global Services/Prudential Insurance   August 1976 - August 2001

Skills
JCL, Fileaid, COBOL, TSO, CICS, DB2, Endevor, Mainframe, SQL, SQL Server, Unix, Linux, Windows, VSAM, Analysis, Excel, Microsoft Office, MVS, Xpediter, SAS, Quality Center, IBM Mainframe, IBM Utilities, Programming, Systems Analysis, DB2/SQL, Lotus Notes, SPUFI

Education
St. Cloud State University   1967 — 1972
B.S, Math; Chemistry

Experience
Lyons Building & Consulting L.L.C.   2006 - Present
Keller Williams Realty  2011 - 2014
Wells Fargo Financial   June 2009 - October 2010

Skills
Real Estate, Selling, First Time Home Buyers, Investment Properties, Property Management, Construction Management, Negotiation, Budgets, Management, Marketing, Customer Service, Mortgage Lending, Contract Negotiation, Residential Homes, Loans, Business Management, Promotions, Creative Problem Solving

Education
SUNY New Paltz   2005 — 2009
Bachelor of Science, Business Management

Voorheesville High School

Experience
Lawrence & Schiller TeleServices  March 2014 - Present
Lawrence & Schiller TeleServices  May 2009 - Present
Wells Fargo Financial   January 2009 - May 2009
Wells Fargo Financial   May 2006 - January 2009
Wells Fargo Financial   March 2005 - May 2006
Wells Fargo Financial   January 2002 - March 2005

Skills
Call Center, Credit, Process Improvement, Mortgage Lending, Customer Service, Customer Satisfaction, Banking, Strategic Planning, Loans, Team Building, Operations Management, Consumer Lending, Customer Retention, Loss Mitigation, Vendor Management, Cross Selling, Insurance, Loan Servicing, Workforce Management, Sales Management, Call Centers, Customer Experience, Management, Training, Executive Management, Leadership, Finance, Outsourcing, Sales, Inbound Marketing, Employee Benefits, Account Management, P&L Management, Marketing, Business Process..., Credit Cards, Cross-functional Team..., Team Management, New Business Development, CRM, Team Leadership, Business Development, Budgets, Business Analysis, Coaching, Employee Relations, Human Resources, Telecommunications, Change Management, Risk Management

Education
University of Sioux Falls   1999 — 2001
Masters, Business Administration

Southwest Minnesota State University   1996 — 1997
Bachelors of Science, Business Administration

Windom Area High

Experience
Pioneer Warehousing & Distribution, LLC   October 2009 - Present
Transportation Club of Central New York   October 2009 - Present
New York Family Business Center   January 2010 - January 2011
Wells Fargo Financial   March 2005 - October 2009

Skills
Warehousing, Strategic Planning, Transportation, Microsoft Office, Customer Service, Supply Chain Management, Fullfillment, 3PL, Logistics, Pool Distribution, Cross Dock, Pick & Pack, Reverse Logistics, WMS Implementations, Inventory Management, Sales, JIT, Budgeting, SAP Warehouse Management, Space Management, Shipping, Forklift Operator, Team Building, Accounting, Marketing Strategy, Business Strategy, Mentoring, Customer Relations, Word, PowerPoint, New Business Development, Sales Management, Problem Solving, Social Media Marketing, Microsoft Excel, Excel, Leadership, Management, Strategic Partnerships, Strategy, Marketing, Budgets, Operations Management, Account Management, Negotiation, Time Management, Microsoft Word

Education
State University of New York College at Potsdam   2002 — 2005
Bachelors, Major: Business Administration, Minor: Women's Studies

Experience
Academic Partnerships  October 2013 - Present
Dalton Education  March 2012 - October 2013
DeVry University/Keller Graduate School of Management  April 2010 - March 2012
ITT Technical Institute  April 2009 - March 2010
Manpower, Inc  June 2008 - April 2009
AIG American General Life and Accident Insurance Company   July 2007 - June 2008
Wells Fargo Financial   May 2005 - July 2007

Skills
Cold Calling, Negotiation, Hiring, Interviewing, Salesforce.com, Higher Education, Education Management, Building Relationships, Sourcing, Closing Deals, Sales, Sales Management, Outside Sales, Sales Process, CRM, Recruiting, Interviews, Program Management, Leadership, Employee Relations, Leadership Development, Educational Leadership, Human Resources, Management, Training

Education
University of Phoenix   2010 — 2012
Master of Arts (M.A.)

University of Phoenix   2008 — 2010
Master

Spring Hill College   2001 — 2005
Bachelor of Science

Experience
University of California, Berkeley, Haas School of Business   August 2015 - Present
American Express  February 2012 - July 2015
Council of Urban Professionals  February 2010 - February 2012
Wells Fargo Financial   May 2009 - February 2010
Deutsche Bank  June 2008 - August 2008
Morgan Stanley  June 2007 - August 2007

Skills
Financial Modeling, Program Management, Financial Analysis, Client Relationship..., Financial Sales, Event Management, Event Programming, Online Marketing, Project Management, Strategic Planning, Salesforce.com, Online Advertising, Event Planning, Global Client Management, Leadership, Product Management

Education
University of California, Berkeley, Haas School of Business   2015 — 2017
Master of Business Administration (MBA)

Saint John's University - Peter J. Tobin College of Business   2005 — 2009
BS, Finance

Experience
Easy Solutions-Credit Services   March 2004 - Present
ES Real Estate Note Funding   January 2009 - June 2010
Wells Fargo Financial   January 2008 - April 2009

Skills
Credit Repair, Credit Consulting, Credit Analysis, Debt, Debt Settlement, Credit, Mortgage Lending, Real Estate, Finance, Risk Management, Loans, Loan Origination, Credit Risk, Small Business, Mortgage Banking, Banking, FHA, Credit Scoring, Refinance, VA loans, Residential Mortgages, Sales, Lead Generation

Education
International Association of Professional Debt Arbitrators   2011 — 2011
Certified Debt Specialist

International Association of Professional Debt Arbitrators   2011 — 2011
Certified Credit Counseling Specialists

Consumer Data Industry Association   2009 — 2009
Certified Consumer Interviewer, Credit Analysis & Consulting

Consumer Data Industry Association   2009 — 2009
Far Credit Reporting Act, F.C.R.A Certified

St. Edward's University   2003 — 2007
BBA, Business Administration

Universidad de Alicante   2006 — 2006
Business Economics

Universidad de Sevilla   2005 — 2005
International Business Relations

Experience
Wells Fargo Financial   November 2011 - Present
Bank of America  February 2007 - November 2011

Skills
Banking, Financial Analysis, Customer Service, Management, Leadership, Microsoft Office, Finance, Vendor Management, Accounting, Risk Management, Credit, Loans, Strategic Planning, Consumer Lending, Credit Analysis, Mortgage Lending, Retail Banking, Small Business Lending

Education
Strayer University   2013 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General

Strayer University-Maryland   2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing/Management, 3.57

Experience
PricewaterhouseCoopers  July 2008 - Present
Wells Fargo Bank  August 2006 - May 2008
Wells Fargo Financial   June 2003 - August 2006

Skills
Banking, Tax, Capital Markets, Derivatives, Compliance, Private Equity, Provision, Partnership Taxation, Financial Statements, Financial Services, Finance, Financial Modeling, Management, Auditing, Accounting, Tax Accounting

Education
St. John's University, The Peter J. Tobin College of Business   2005 — 2007
M.B.A., Accounting

St. John's University, The Peter J. Tobin College of Business   1999 — 2003
Bachelor, Finance

Experience
ICS Courier  January 2014 - Present
Bibby Financial Services (Canada) Inc.   April 2010 - December 2013
Wells Fargo Financial   August 2009 - March 2010

Skills
Factoring

Education
State University of New York College at Fredonia   2006 — 2009
Bachelor of Science, Business Administration - Marketing

Experience
Bank of America  August 2012 - Present
Wells Fargo Financial   September 2011 - August 2012
Bank of America  May 2010 - September 2011
Bank of America  March 2009 - May 2010
Bank of America  April 2008 - December 2008
Bank of America  March 2006 - April 2008
Johnson C. Smith University  January 2005 - October 2005
IBM  May 1999 - July 2004
Cityscape Mortgage Corp   April 1997 - May 1999
Columbia Equities LTD   June 1995 - April 1997

Skills
Loans, Banking, Underwriting, Management, Mortgage Lending, Analysis, Credit, Training, Refinance, Sales, Leadership, Mortgage Banking, Customer Service, Mortgage Underwriting, Microsoft Office, Loan Origination, Credit Analysis, Residential Mortgages, FHA, Risk Management, Software Documentation

Education
Strayer University   2014 — 2016
MBA, Project Management

Mercy College   2003 — 2005
Bachelors of Science`, Business/Corporate Communications

Experience
Wells Fargo Home Mortgage  February 2015 - Present
Wells Fargo Home Mortgage  February 2013 - February 2015
Wells Fargo Home Mortgage  January 2009 - February 2013
Wells Fargo Financial   June 2006 - January 2009
Farm Bureau Financial Services  May 2005 - August 2005
Hy Vee  June 1999 - May 2005

Skills
Management, Loans, Leadership, Loan Origination, Credit, Sales, Underwriting, Analysis, Marketing, Training, Mortgage Lending, Finance, Banking

Education
Drake University   2009 — 2011
Master of Business Administration, Finance; Business Management

St. Ambrose University   2002 — 2006
BA, Finance, Economics, & Business Management

Experience
Cerulli Associates  March 2014 - Present
Natixis Global Asset Management  September 2012 - March 2014
Standish Mellon Asset Management  January 2010 - September 2012
The Boston Company Asset Management  May 2006 - December 2009
Fidelity Investments  May 2005 - May 2006
Wells Fargo Financial   June 2004 - May 2005

Skills
Bloomberg, Mutual Funds, Fixed Income, Equities, Investments, Trading, Series 7, Financial Modeling, Securities, Financial Analysis, Asset Allocation, Hedge Funds, Portfolio Management, Asset Managment, Alternative Investments, Relationship Management, Morningstar Direct

Education
Suffolk University - Sawyer Business School   2008 — 2011
MBA, Business Administration/Finance

Bryant College   2000 — 2004
Bachelor of Science, Business Administration

Experience
Intuitive Surgical  October 2012 - Present
Stryker Orthopaedics  May 2010 - September 2012
Yellowbook  2007 - 2010
Wells Fargo Financial   May 2006 - August 2007
SUNY Plattsburgh  2002 - 2006
Pyramid Management Group  May 2003 - January 2004

Skills
Sales, Marketing, Account Management, Customer Service, Sales Management, Outlook, Leadership, Advertising, PowerPoint, Microsoft Excel, Negotiation, Marketing Strategy, Cold Calling, Event Planning, Contract Negotiation, Teamwork, Microsoft Word, B2B, Microsoft Office, Retail, Sales Operations, New Business Development, Event Management

Education
State University of New York College at Plattsburgh   2006 — 2010
M.S., Administration and Leadership

State University of New York College at Plattsburgh   2001 — 2006
B.S., Business

Experience
Wells Fargo Financial   2009 - Present
St John's University  September 2005 - Present
Blend Show Room   January 2008 - December 2008
The Paw Stop   September 2007 - December 2007
Charlie's Diner   June 2006 - August 2006
Boys and Girls Club of East Aurora   September 2003 - August 2005

Education
St. John's University, The Peter J. Tobin College of Business   2005 — 2009

Experience
Nuvodia  May 2015 - Present
First Data Merchant Services  January 2012 - April 2015
Bank of America  December 2007 - December 2011
Bank of America  March 2005 - December 2007
Bank of America  June 2003 - March 2005
Mortgage Plus, Inc   August 2001 - November 2002
Wells Fargo Financial   May 2000 - July 2001

Skills
PMP, Process Improvement, Credit Cards, Team Leadership, Project Management, Customer Service, Merchant Services, Banking, Team Management, DFSS Green Belt, Lean Green Belt, Six Sigma, Management, Project Planning, Virtual Teams, Team Building, Customer Service..., Electronic Payment..., Finance, Risk Management, Business Analysis, Electronic Payments, Payments, Debit Cards, Relationship Management

Education
Washington State University - College of Business and Economics   1998 — 2000
BA- Cum Laude, Business Administration-Finance

Spokane Falls Community College   1996 — 1998
AA, Liberal Arts

Experience
Wells Fargo  2011 - Present
wells fargo financial   January 2003 - January 2011
shandwick usa   1997 - 2001

Education
State University of New York - System   1990 — 1995

Experience
Wellmark Blue Cross and Blue Shield  May 2014 - Present
Allsteel, a division of HNI Corporation   September 2009 - May 2014
HNI Corporation  June 2008 - September 2009
HNI Corporation  April 2007 - June 2008
HNI Corporation  July 2005 - April 2007
Graham Personnel Services  February 2004 - July 2005
Wells Fargo Financial   July 2003 - November 2003

Skills
Cross-functional Team..., Human Resources, Employee Relations, Onboarding, Recruiting, Sourcing, Process Improvement, HRIS, Training, Talent Acquisition, Change Management, Marketing, Team Leadership, Vendor Management, Project Management, Coaching, Interviews, Personnel Management, Management, Project Planning, Program Management, Succession Planning, Performance Management, Payroll, Team Building, Organizational...

Education
St. Ambrose University   2006 — 2008
MBA

Simpson College   1999 — 2003
BA

Ankeny High School

Ankeny High School

Experience
Midtown equities LLC   July 2010 - Present
Wells Fargo Financial   January 2009 - July 2010
Wells Fargo  2009 - 2010
Wells Fargo  2009 - 2010

Education
Saint John's University - Peter J. Tobin College of Business   2005 — 2009
Finance

Experience
Chase  March 2011 - Present
NBS  July 2010 - February 2011
Bank of America  November 2008 - July 2010
CitiFinancial - Citigroup   2001 - 2008
Washington Mutual Finance  2001 - 2004
Washington Mutual  2001 - 2004
Wells Fargo Financial   May 2000 - November 2001
Bank One  May 1998 - May 2000

Skills
Process Improvement, Asset Managment, Investment Properties, Credit, Loss Mitigation, Investors, Team Management, Call Center, Residential Mortgages, REO, Mortgage Lending, Real Estate, Mortgage Servicing, Asset Management, Loans, Sales, Leadership, Management, Banking, Call Centers, Default, Foreclosures, Loan Servicing, Mortgage Banking, Underwriting, Loan Origination, Sales Management

Education
Southwestern Oklahoma State University   1994 — 1996
Bachelor's degree , Business Administration and Management, General

Experience
Wells Fargo Financial   Financial SpecialistCapital OneJune 1999 - May 2006

Education
Sweet Briar College   1998 — 1999

Experience
Nationwide Insurance  February 2007 - May 2011
Mac Tools  2005 - 2007
AT&T Wireless  2001 - 2005
Wells Fargo Financial   1995 - 1999
Wells Fargo Financial   1995 - 1999

Skills
Forecasting, Cross-functional Team..., Leadership, Sales, Finance

Education
Stetson University

Experience
Freelance  May 2015 - Present
The Juice Plus+ Company  September 2008 - April 2015
Eagle Mortgage and   April 2007 - September 2008
Wells Fargo Financial   June 2006 - April 2007

Skills
Social Networking, Social Media, Digital Marketing, SEO, SEM, Video Production, CMS, Drupal, Adobe CQ5, Social Media Strategist, Brand Awareness, Public Speaking, Corporate Training, Marketing Communications, Marketing, Social Media Marketing, Email Marketing, Management, Online Marketing, Sales, Marketing Strategy, Online Advertising, Cold Calling, Lead Generation, Direct Marketing, Marketing Management, Public Relations, Advertising, B2B, Facebook

Education
The University of Memphis   2002 — 2006
Marketing Mangement, Marketing, sales

The University of Memphis   2002 — 2006
BBA, Marketing; Management;

Southwest Tennessee Community College   2001 — 2002

Volunteer State Community College   2001 — 2002
Diploma

Experience
Total Energy Systems, LLC  December 2014 - Present
Capital Credit Union  July 2010 - December 2014
Wells Fargo  July 2007 - July 2010
Wells Fargo  July 2006 - July 2007
Wells Fargo Financial   December 2003 - July 2006

Skills
Banking, Loans, Referrals, Deposits, Credit, Small Business Lending, Underwriting, Strategic Financial..., Lines Of Credit, Mortgage Lending, Sales, Credit Analysis, Consumer Lending, Loan Origination, Retail Banking, New Business Development, Credit Cards, Financial Risk, Cross Selling, Relationship Management, Home Equity Loans, Credit Risk, Coaching, Customer Service, Team Building, Refinance, Risk Management, Building Relationships, Home Equity Lines of..., Financial Services, Finance

Education
St. Norbert College   1999 — 2003
BBA, Business Administration

Notre Dame College Prep   1995 — 1999

Experience
First Minnesota Bank  September 2010 - Present
Wells Fargo  March 2009 - September 2010
wells fargo  2001 - 2009
Wells Fargo  June 2001 - December 2008
Wells Fargo Auto Finance  2001 - 2008
Wells Fargo Financial   2001 - 2008
Wells Fargo  2004 - 2007

Skills
Credit Analysis, Sales Management, Loans, Credit, Mortgage Lending, Banking, Loan Origination, Underwriting, Commercial Lending, Consumer Lending, Small Business Lending, Mortgage Banking, Commercial Banking, Refinance, Credit Risk, Portfolio Management, Financial Analysis, Risk Management, Finance, FHA, Residential Mortgages

Education
St. Cloud State University   2008 — 2010
MBA, Business Administration

Experience
EtQ, Inc.   November 2011 - Present
VERSE Solutions   February 2014 - Present
Steven F. Goldstein LLP, Geilser & Gabriele, Smithtown - Town Attorney   June 2009 - November 2011
HSBC  January 2008 - March 2009
JP Morgan Chase  February 2006 - January 2008
Wells Fargo Financial   December 2003 - February 2006

Skills
Legal Research, Litigation, Legal Assistance, Public Speaking, Corporate Law, Banking, Legal Writing, Investments, Loans, Strategic Financial..., Insurance, Finance, Mortgage Lending, Trials, Sales Management, Management, Licensing, Negotiation, Estate Planning, Contract Negotiation, Legal Affairs, Team Leadership, Legal Advice, Operations Management, Team Management

Education
Touro College Jacob D. Fuchsberg Law Center   2007 — 2011
Juris Doctor, Law

Stony Brook University
Bachelor of Science in Business Management, Business

Experience
Triple C Service Group   May 2014 - Present
WFB  May 2008 - September 2009
Wells Fargo Corporate Trusts   May 2008 - September 2009
Wells Fargo Financial   November 2006 - May 2008
Travis County Attorney's Office  March 2005 - March 2006
Law Office of Michael Davis   February 2004 - February 2005
Lucent Books   February 2003 - March 2004
Wells Fargo Bank  July 2001 - February 2003
Bank One  January 2001 - July 2001

Skills
Banking, Risk Management, Customer Service, Microsoft Office, Strategic Planning, Loans, Credit, Microsoft Excel, Financial Analysis, Research, Portfolio Management, Investments, Project Management, Mortgage Lending, Public Speaking, PowerPoint, Change Management, Credit Analysis, Microsoft Word, Analysis

Education
St. Edward's University   2005 — 2006
BA, Political Science

The University of Texas at Arlington   1997 — 2000

Experience
Federal Reserve Bank of New York  June 2014 - Present
Federal Reserve Bank of New York  January 2012 - June 2014
New York City Anti-Violence Project  November 2007 - December 2013
Federal Reserve Bank of New York  January 2011 - January 2012
Federal Reserve Bank of New York  November 2006 - January 2011
Federal Reserve Bank of Atlanta  January 1999 - November 2006
Wells Fargo Financial   January 1995 - January 1999

Skills
Financial Analysis, Project Management, Risk Management, Fundraising, Nonprofits, Non-profits, Strategic Planning, Operational Risk..., Finance, Program Management, Business Analysis, Financial Modeling, Financial Services, Business Process..., Banking, Analysis, Financial Risk, Management

Education
University of Wisconsin-Madison   2007 — 2009
Graduate School of Banking

St. Cloud State University   1989 — 1994
B.A., Speech Communications and Business

Experience
Fifth Third Bank  April 2014 - Present
Fifth Third Bank  October 2012 - April 2014
US Bank  May 2009 - September 2012
Mercedes Benz Financial  March 2008 - January 2009
Old Navy  June 2005 - December 2007
Wells Fargo Financial   December 2006 - January 2007
Mid America Festivals  June 2006 - October 2006
Main Street Pub  September 2004 - May 2005
Argus Leader  May 2003 - August 2003

Skills
Banking, Customer Service, Following Up, Organization, Time Management, Customer Satisfaction, Analysis, Credit, Sales, Loans, Microsoft Office, Consumer Lending

Education
St. Cloud State University   2005 — 2006
Masters, Mass Communications

The University of South Dakota   2001 — 2005
Bachelors, Finance

Wagner High School   1998 — 2001
High School Diploma

Experience
State of Florida  July 2009 - March 2012
Enterprise Rent-A-Car  January 2001 - June 2008
Wells Fargo Financial   August 1999 - January 2001

Skills
Microsoft Office, Excel, PowerPoint, Word, Research

Education
University of Phoenix   2009 — 2011
Master of Business Administration (M.B.A.), Finance, General

Spring Hill College   1995 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Experience
Capella University  October 2012 - Present
Capella University  May 2011 - October 2012
Capella University  August 2009 - May 2011
Capella University  May 2008 - August 2009
Wells Fargo Financial   October 2006 - April 2008

Skills
Higher Education, Financial Aid..., Student Financial Aid, PeopleSoft, Customer Service, Credit Counseling, People Skills, Volunteering, Leadership, Microsoft Office, Event Planning, Admissions, Employee Training, Microsoft Word, Resume Writing, Research, Supervisory Skills, Data Entry, Training, Recruiting, PowerPoint, Leadership Development, Nonprofits, Data Analysis, Student Counseling, Retaining Customers, Editing, Student Development, Enrollment Management, Teaching, CampusVue, Academic Advising, Staff Development, Fundraising, Public Speaking, Conflict Resolution, Critical Thinking, Outlook, Facebook, Blogging, Social Networking, Student Affairs, Time Management, Social Media, E-Learning, Career Counseling, Community Outreach, Adult Education, Coaching, Creative Writing

Education
St. Cloud State University   2001 — 2006
BS in Mass Communication, Journalism

Orono High School

Experience
Kelly & Associates Insurance Group  June 2014 - Present
Morgan Stanley Wealth Management  May 2012 - Present
T. Rowe Price  July 2010 - May 2012
Wells Fargo Financial   August 2009 - December 2009

Skills
Leadership, Sales, Wealth Management, Microsoft Office, Team Building, Microsoft Excel, Cold Calling

Education
Stevenson University   2005 — 2009
Interdisciplinary Studies, Business and History

Hereford High School   2000 — 2004

Experience
QSI NextGen Healthcare  November 2014 - Present
Center for Optimal Health   April 2012 - November 2014
Citizens Bank  November 2010 - April 2012
Hollister Co.  June 2010 - August 2010
Wells Fargo Financial   November 2009 - May 2010
T-Mobile  August 2009 - November 2009
JPMorgan Chase  August 2007 - October 2008

Skills
Customer Service, Banking, Management, Training, Credit, CRM, Finance, Marketing, Loans, Analysis, Recruiting, Sales, Insurance, Investments, PowerPoint, Leadership, Microsoft Word, Public Speaking, Project Management, Process Improvement, Research, Business Analysis, Team Building, Microsoft Excel, Software Documentation, Social Media

Education
Montgomery County Community College   2012 — 2013
Entrepreneurial Certificate, Entrepreneurship/Entrepreneurial Studies

Stony Brook University   2005 — 2009
Bachelor of Science, Healthcare Management

Experience
Pepper Financial   January 2007 - Present
Pepper Financial   2007 - Present
Pepper Financial   2004 - Present
Now Broker   2011 - 2011
Wells Fargo Financial   2003 - 2008

Education
State University of New York College of Environmental Sciences and Forestry   1972 — 1976
BS, Resource Management

Experience
NBT Bank  September 2012 - Present
KeyBank  September 2010 - September 2012
Wells Fargo Financial   January 2005 - September 2010

Skills
Loans, Finance, FHA, Sales, Underwriting, Real Estate, Sales Management, Credit Cards, Interviews, Branch Banking, Credit, Mortgage Lending, Banking, Mortgage Banking, Consumer Lending

Education
State University of New York College at Potsdam   1999 — 2003
BA, Business Economics

Experience
Wells Fargo  August 2014 - Present
Bank of America  January 2014 - May 2014
Wells Fargo  March 2012 - February 2014
Comerica Bank  January 2011 - March 2012
Wells Fargo Financial   April 2006 - December 2010
Wells Fargo Financial   May 2007 - October 2007

Skills
Mortgage Banking, Real Estate, Mortgage Underwriting, Sales Pipeline..., New Business Development, Strategic Planning, Quota Driven Sales, Mentoring, Outstanding Customer..., Business to Business..., Coaching, Relationship Development, Recruitment/Retention, Training & Development, Partner Relationship..., Sales Management, Business Banking, Commercial Banking, Inter-personal, Business Development, Customer Service, Partner Management, Mortgage Lending

Education
State University of New York College at Cortland   2002 — 2005
B.S., Sports Management

Experience
Boston Scientific  January 2015 - Present
Boston Scientific  March 2012 - Present
PrepMD, LLC  September 2011 - March 2012
Citizens Bank  September 2010 - September 2011
Wells Fargo Financial   June 2009 - October 2010

Skills
Medical Devices, Sales, Management, Project Management, Cardiac Rhythm..., Healthcare, Electrophysiology, Market Development, Cardiology, Cath Lab, Operating Room, Hospitals, Product Launch, Microsoft Office

Education
Stonehill College   2005 — 2009
BS, Business Administration (Marketing/Management)

Experience
Hegg   March 2012 - Present
Great Western Bank  August 2010 - January 2012
Wells Fargo Financial   December 2004 - August 2010

Skills
Project Management, Training, Performance Management, Recruiting, Sales, Sellers, Residential Homes, Time Management, Operations Management, Real Estate, Employee Training, Call Centers, Leadership, Sales Management

Education
St. Cloud State University   2000 — 2004
Community Psychology, Psychology

Experience
Leeco Steel  February 2012 - Present
North Shore Bank  September 2010 - February 2012
Wells Fargo Financial   March 2007 - August 2010
Wells Fargo Financial   October 2006 - February 2007
Wells Fargo Financial   May 2005 - September 2006
Northwestern Mutual Financial Network  December 2004 - April 2005

Education
St. Norbert College   2001 — 2005
Bachelor of Business Administration, Management emphasis

Experience
North Island Facilities   May 2011 - Present
Wells Fargo  October 2010 - April 2011
Wells Fargo Financial   June 2010 - October 2010

Skills
Credit, Credit Analysis, Loans, Banking, Credit Risk, Portfolio Management, Financial Analysis, Commercial Banking, Loan Origination, Consumer Lending, Risk Management, Underwriting, Financial Risk, Microsoft Excel, Microsoft Office, Sales, Insurance, Leadership, Marketing

Education
St. John's University   2006 — 2010
Bachelor's degree, Finance and Financial Management Services

Experience
Wells Fargo  July 2011 - Present
Wells Fargo Financial   October 2003 - July 2011
Wells Fargo Financial   April 1994 - October 2003

Skills
B2B, Financial Services, Underwriting, Banking, Credit, Cross Selling, Loan Origination, Risk Management, Sales, P&L Management, Mortgage Lending, Lead Generation, Management, Finance, Portfolio Management, Team Building, Project Planning, Leadership, Budgets, Commercial Lending, Loans, Relationship Management, Mortgage Servicing, Financial Risk, Auditing, Customer Service, Consumer Lending, Credit Cards, Financial Analysis, Mortgage Banking, Credit Analysis, Process Improvement

Education
St. Olaf College   1990 — 1994
BS, Economics and Asian Studies

Experience
Liazon  September 2015 - Present
P&A Group  February 2009 - April 2015
P&A Group  February 2009 - April 2015
Wells Fargo Financial   May 2007 - January 2009

Skills
Benefits Administration, Health Insurance, Employee Benefits, Insurance, Disability Insurance, Sales, Management, Retirement, Life Insurance, Brokers, HIPAA, Cafeteria Plans, COBRA, Long-term Care, Marketing, HRA, Health Savings Accounts, Healthcare, Open Enrollment, Customer Service

Education
State University of New York at Buffalo - School of Management   2003 — 2007
Bachelors of Science, Business Administration, Concentration in Financial Analysis

Experience
FIX Connectivity & Onboarding Specialist at Wells Fargo Securities   May 2011 - Present
Wells Fargo Financial   April 2011 - Present

Education
State University of New York at Stony Brook   2000 — 2004
BS, Computer Sciense

Experience
Birmingham Water Works  August 2011 - October 2011
Birmingham Water Works  August 2011 - October 2011
Regions Financial Corporation  November 2010 - February 2011
Regions Bank  November 2010 - February 2011
Wells Fargo Financial   February 2009 - August 2009
Wells Fargo  February 2009 - August 2009
tmobile  March 2007 - February 2009

Skills
Telecommunications, Customer Service, Data Entry

Education
Herzing university   2011 — 2013
BS, Criminal Justice

Stillman College   2001 — 2005
english

Experience
CenturyLink  September 2009 - Present
CenturyLink  September 2009 - Present
Sears Holdings Corporation  October 2007 - July 2009
Sears  October 2007 - July 2009
Wells Fargo Advisors  October 2005 - March 2006
Wells Fargo Financial   October 2005 - March 2006
Ultimate Electronics  September 2004 - May 2005

Education
Stillman College   1999 — 2004
Bachelor's degree, Business, Management, Marketing, and Related Support Services

Stillman College
B.A, Business Marketing