Wells Fargo Financial
Wells Fargo Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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5,123 Wells Fargo Financial employees in database. Find out everything there's to know about Wells Fargo Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Financial Employees
Assurant Employee Benefits October 2008 - Present
Countrywide Full Spectrum Lending June 2003 - July 2008
Wells Fargo Home Mortgage October 2002 - June 2003
Conseco May 2002 - September 2002
Wells Fargo Financial August 2000 - May 2002
Skills
Employee Benefits, Sales, Sales Management, Insurance, Building Relationships, Health Insurance, Marketing, Life Insurance, Negotiation, Recruiting, Selling, Training, Underwriting, Account Management, Disability Insurance, Mortgage Lending
Education
Texas Tech University 1995 — 1999
BBA, Finance
Peoples Mortgage Company January 2011 - Present
Colonial First Lending Group July 2006 - January 2011
Wells Fargo Financial July 2003 - July 2006
Education
The Evergreen State College 2001 — 2003
Bachelors, Marketing Management
Western Wyoming Community College 1998 — 2001
Associates, Business Administration
AFLAC (American Family Life Assurance Company) February 2010 - Present
National African American Insurance Association January 2012 - Present
Fifth Third Bank September 2007 - January 2010
Wells Fargo Financial May 2006 - December 2006
Frank Hale Cultural Center 2001 - 2005
Skills
Insurance, Sales, Banking, Loans, Credit, Life Insurance, Account Management, CRM, Customer Service
Education
The Ohio State University 2001 — 2006
BA, Economics
The Ohio State University 2001 — 2006
Bachelor of Arts, Economics
PLA
PLA
Raymond James September 2013 - Present
Canterbury English April 2010 - November 2012
IE Business School February 2012 - July 2012
Wells Fargo Financial June 2009 - March 2010
Skills
Series 7, Series 66, Life Insurance, Health Insurance, Accident Insurance, English, Spanish, Public Speaking, International Sales, Direct Sales, Banking, Leadership Development, Education, TEFL Certified, Event Planning, Excel, Microsoft Office, PowerPoint, Construction, Retail, AAMS
Education
Wabash College 2005 — 2009
Bachelor of Arts (B.A.), English Language and Literature, General
The University of Manchester 2007 — 2007
Study Abroad, English Language and Literature/History
Cathedral High School 2001 — 2005
Array Financial Group, Inc June 2015 - Present
Wells Fargo December 2013 - October 2014
Wells Fargo Financial 2009 - 2010
Education
Widener University School of Law 2010 — 2013
Temple University - Fox School of Business and Management 2005 — 2009
Finance & Real Estate
Eaton Corporation 2013 - Present
JPMorgan Chase 2011 - 2013
Allied Electronics 2010 - 2011
Allied Electronics 2007 - 2010
Wells Fargo Financial 2004 - 2007
Skills
Market Analysis, Requirements Gathering, Product Management, Customer Relations, Sales, Content Management, Negotiation, Critical Path..., Microsoft Office, MS Project, Visio, Internet, Process Improvement, Business Analysis, Product Development, Product Marketing, Quality Assurance, Vendor Relations, Project Management, Analysis, Forecasting, Change Management, Cross-functional Team..., Risk Management, Leadership, Competitive Analysis, Team Building, Management, Business Process..., Supply Chain Management, Credit, Pricing, CRM, Six Sigma
Education
Texas A&M University-Commerce 2003 — 2004
Bachelor of Science, Technology Management
FICO May 2013 - Present
Capital One Bank December 2012 - April 2013
OmniSystems January 2012 - December 2012
VERISIGN September 2011 - December 2011
Accenture January 2010 - July 2011
Powerwave Technologies Inc June 2009 - December 2009
National City Corporation February 2008 - February 2009
Progressive Insurance Corporation February 2007 - February 2008
Wells Fargo Financial June 2006 - December 2006
Skills
Project Management
Education
The University of Akron 2000 — 2005
Bachelor of Science, Industrial Management; Management Information Systems and E-Business
State Farm Insurance June 2012 - Present
PNC Bank February 2008 - June 2012
Wells Fargo Financial 2007 - 2007
Skills
Fixed Annuities, Insurance, Life Insurance, Health Insurance, Underwriting, Disability Insurance, Property & Casualty..., Retirement Planning, Leadership, Finance, Workers Compensation, Cross Selling, Cold Calling, Sales, Customer Service, Training, 401k, Financial Services, Entrepreneurship, Agent Recruitment, Small Business, Loans, General Insurance, Series 63
Education
Temple University 2003 — 2007
Bachelor of Business Administration
The American College
Chartered Life Underwriter
Experis June 2014 - Present
Kforce Healthcare, Inc. March 2014 - June 2014
Kforce Inc. November 2010 - March 2014
Kforce Healthcare, Inc. January 2009 - November 2010
Wells Fargo Financial January 2008 - December 2008
National New Home Builder August 2005 - December 2007
Skills
Immigration, Social Media Marketing, Contractors, Health Information..., EAD, Interviewing, Technical Recruiting, Immigration Law, Recruiting, Applicant Tracking..., Interviews, Staffing Services, Temporary Placement, Cold Calling, Training, Internet Recruiting, College Recruiting, Healthcare, Sales, Employee Benefits, Human Resources, Talent Acquisition, Social Networking, Leadership, Benefits Negotiation, Temporary Staffing, Sourcing, Consulting, Resume Writing, Coaching, Screening, Onboarding, Management, Marketing, Talent Management, Executive Search, Contract Recruitment, Staff Augmentation, Screening Resumes, Permanent Placement, Hiring, Employee Relations
Education
The Ohio State University - The Max M. Fisher College of Business 2001 — 2005
BSBA, Marketing
First Financial Bank December 2009 - Present
Wells Fargo Financial January 1998 - November 2009
Skills
Credit, Loans, Consumer Lending, Mortgage Lending, Credit Analysis, Loan Origination, Refinance, Mortgage Banking, Cross Selling, Residential Mortgages, Home Equity Lines of..., Home Equity Loans, Relationship Management, Credit Cards, Risk Management, Sales, Customer Service, Team Building, Coaching
Education
Texas Tech University
Fifth Third Bank February 2013 - Present
Taxpert Corporation January 2009 - January 2013
Wells Fargo Financial February 2005 - January 2009
Skills
Retail Banking, Consumer Lending, Small Business Lending, Commercial Lending, Investment Strategies, Credit Analysis, Strategic Financial..., Financial Analysis, Cash Flow Analysis, Public Speaking, Loans, Business Loans, Mortgage Lending, Home Equity Lines of..., Retirement Planning, Wealth Management, Merchant Services, Credit Cards, Social Media Marketing, Business Strategy, Wealth Building, Residual Income, Financial Planning, Small Business, Business Development, Investments, Real Estate, SBA, Banking, Cross Selling, Financial Statements, P&L Analysis, P&L Management, Mutual Funds, Life Insurance, Deposits, Financial Accounting, Refinance, Referral Networking, Business Networking, Sales Management, Start-ups, Budgeting, Secured Financing, Health Savings Accounts, 529 Plans, IRAs, Roth IRA, SEP IRA, Brokerage
Education
University of Phoenix
Master of Business Administration (MBA)
Tennessee State University 2000 — 2004
Bachelor of Business Administration, Finance and Business Management, 3.2
Comcast April 2015 - Present
Wells Fargo June 2013 - April 2015
Wells Fargo Financial May 2011 - June 2013
Unique Investment Solutions LLC October 2010 - May 2011
Notehall.com September 2009 - January 2010
Education
Temple University 2006 — 2011
BBA, Marketing, Management Information Systems
Council Rock High School 2002 — 2006
Florida Capital Bank Mortgage December 2012 - Present
Florida Capital Bank Mortgage September 2010 - December 2012
Florida Capital Bank May 2008 - September 2010
Wells Fargo September 1996 - April 2008
Wells Fargo Financial February 1994 - August 1996
Skills
Training, Mortgage Lending, Team Leadership, Quality Assurance, Management, Compliance, Process Improvement, Public Speaking, Team Building, Analysis, Strategic Planning, Banking, Customer Service, Leadership, Mortgage Banking, Time Management, Credit, FHA, Sales, Loan Origination, Finance, Commercial Lending, Financial Risk, Refinance, Financial Analysis, Underwriting, Credit Analysis, Insurance, Portfolio Management, Consumer Lending, Risk Management, Loss Mitigation, Financial Services, AML, Commercial Banking, Due Diligence, Operational Risk, Credit Risk, Internal Controls
Education
The Ohio State University 1990 — 1993
BSBA, Finance and Economics
LHS 1986 — 1990
diploma, college prep
Davis Vision August 2015 - Present
Davis Vision April 2013 - August 2015
Community Health Center of Lubbock June 2009 - February 2013
Community Health Center of Lubbock April 2009 - June 2009
Halliburton Energy Services October 2008 - March 2009
Betenbough Homes January 2008 - October 2008
Scoggin-Dickey Chevrolet-Buick, Inc April 2006 - December 2007
Trinity Industries, Inc. – TILC January 2004 - November 2005
Wells Fargo Financial October 2003 - January 2004
Justice Benefits, Inc. February 2002 - September 2003
Skills
Customer Service, Healthcare, Healthcare Management, Strategic Planning, Public Speaking, Research, Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Financial Accounting, Business Analysis, Business Process..., Lean Operations, Lean Transformation, Lean Tools, Six Sigma, Information Graphics, Process Improvement, Process Engineering, Continuous Improvement, Black Belt, KPI Reports, KPI Dashboards, KPI implementation, Portfolio Management, Project Portfolio..., Data Integrity, Value Stream Mapping, Value Chain Analysis, SIPOC, Forecasting, Financial Forecasting, Demand Forecasting, Supply Chain Management, Software Project..., Business Objects, Team Leadership, Leadership, Cross-functional Team..., Teaching, Interdisciplinary..., Trust Management, Compliance, Regulatory Analysis, Regulatory Requirements, Legal Compliance, Grant Writing, Report Writing, Culture Change
Education
American Society for Quality 2012 — 2013
CSSBB (IN PROCESS), Lean Six Sigma Black Belt
Honsha.org 2009 — 2010
Certified Lean Instructor, Process Flow & Value Stream Mapping
Texas Tech University 1998 — 2001
Dual BBA, Finance & Business Economics
SmarterHQ August 2015 - Present
Tableau Software April 2014 - July 2015
Mass Relevance February 2012 - February 2014
HomeAway.com July 2010 - December 2011
Affiniscape July 2008 - July 2010
Wells Fargo Financial June 2007 - July 2008
DIRECTV February 2001 - January 2003
Skills
New Business Development, Business Process, Social Media Marketing, Online Lead Generation, Time Management, Goal Oriented, Microsoft Office, Conversational Marketing, Email Marketing, CRM software, Salesforce.com, Thinking Outside The Box, Account Acquisition, Account Retention, Social Media, Marketing, Lead Generation, Social Networking, B2B, Account Management, SEO, CRM, Sales, Strategic Partnerships, Business Intelligence, Data Analytics
Education
Texas State University
B.B.A, Finance
Coldwell Banker Preferred June 2015 - Present
Passion Parties 2005 - Present
Passion Parties 2005 - Present
Keller Williams Real Estate May 2014 - June 2015
Apple Retail 2010 - 2011
New Castle Jaycees 2008 - 2010
Verizon Telecom November 2008 - October 2009
Prudential Financial June 2007 - November 2008
Wells Fargo Financial December 2005 - January 2007
DaimlerChrysler Financial Services March 2003 - January 2007
Skills
Leadership Development, Insurance, Finance, Customer Service, Training, Public Speaking, Loans, Microsoft Word, Sales, Coaching, Marketing, Outlook, Event Planning, Social Media, Estate Planning, Entrepreneurship, Team Building, PowerPoint, Social Networking, Microsoft Office, iPhone, Networking, Strategic Planning, Windows, Succession Planning, Customer Satisfaction, Public Relations, Strategic Thinking, Blogging, Budgets, Sales Process, OS X, Leadership, Retail, Time Management
Education
Temple University 1997 — 2003
Camden Fairview
Eye-Deal Vision February 2005 - Present
Tracie Rogalinski February 2004 - March 2012
Expanets December 2000 - March 2003
Wells Fargo Financial June 1997 - December 2000
Skills
Compensation, Sales Management, Inventory Management, Marketing Communications, Accounting, Vendor Relations, Business Strategy, Business Management, Customer Service, Event Planning, Insurance, Logistics, Public Relations, Management, Troubleshooting, Leadership, Marketing, Sales, Strategic Planning, Account Management, CRM, Avaya
Education
Texas A&M University - Mays Business School 1993 — 1997
Bachelor of Business Administration (BBA), Finance, General
Nationstar Mortgage Special Servicing March 2015 - Present
Aspire Financial Services, LLC DBA Texas Lending July 2014 - Present
LoanDepot (NMLS #930308) August 2013 - July 2014
JP Morgan Chase Dallas Metroplex June 2012 - August 2013
JP Morgan Chase May 2011 - June 2012
Fannie Mae June 2010 - April 2011
Remington College July 2008 - June 2010
Countrywide Home Loans July 2007 - June 2008
Wells Fargo Financial June 2006 - June 2007
Adrian Crane & Associates June 2005 - June 2006
Skills
Loans, Mortgage Lending, FHA, Loss Mitigation, Sales, Customer Service, Risk Management, Outlook, Process Improvement, Access, Credit, Team Building, Training, Financial Analysis, Management, Loan Servicing, Underwriting, Analysis, Portfolio Management, Finance, Refinance, Insurance, Foreclosures, Financial Risk, Mortgage Servicing, Banking
Education
Texas A&M University-Commerce 2002 — 2004
Masters of Science, Concentration in Health
Texas A&M University Commerce 2001 — 2002
Bachelor of Science, Major: Kinesiology Minor: Interdisciplinary Studies
SunTrust Bank January 2013 - Present
BB&T Bank December 2007 - January 2013
Wachovia Bank August 2004 - December 2007
Wells Fargo Financial June 2003 - July 2004
Skills
PowerPoint, Financial Reporting, Microsoft Office, Outlook, Microsoft Excel, Budget, Loans, Risk Management, Customer Service, Negotiation
Education
The University of Georgia 2008 — 2010
Masters, Business Administration
The University of Georgia 1999 — 2003
Bachelor of Business Administration, Finance
First Reliance Bank October 2014 - Present
CertusBank November 2013 - October 2014
First Citizens Bank & Trust of South Carolina February 2010 - November 2013
Carolina First Bank April 2007 - February 2010
Wells Fargo Financial 2004 - 2007
Horizon Scientific 2003 - 2004
Skills
Loans, Mortgage Lending, Commercial Lending, Banking, Small Business Lending, Consumer Lending, Sales Management, Customer Service, Sales, Team Building, Retail Banking, Portfolio Management, Investments, Financial Analysis, Leadership, Loan Origination, New Business Development, Mortgage Banking, Risk Management, Real Estate, Coaching, Business Development, Refinance, Account Management, Leadership Development, Management, Selling, Team Leadership, Recruiting, Credit Analysis, Credit, Commercial Banking, Relationship Management, Lines Of Credit, Finance, Underwriting
Education
The Citadel 2000 — 2003
BA, Psychology
The University of Tennessee at Chattanooga 1998 — 2000
Antolino & Associates March 2013 - Present
Antolino & Associates, Inc. April 2004 - Present
FEAST Columbus 2010 - 2010
Wells Fargo Financial June 2003 - March 2004
Skills
Strategic Financial..., Estate Planning, Wealth Management, Insurance, Retirement Planning, Investments, Series 7, Retirement, 401k, Financial Analysis, Asset Managment, Asset Allocation, Financial Advisory, Investment Advisory, Non-profits, Investment Strategies, Disability Insurance, Mutual Funds, Finance, Series 63, Loans, Nonprofits, Asset Management, Wealth, FINRA, Securities
Education
The Ohio State University - The Max M. Fisher College of Business 1998 — 2003
Bachelor of Science (BS), Business Administration, Finance
Jeff Ratiner Accelerated CFP Course 2010 — 2010
Certified Financial Planner, Accounting and Finance, A+
Westlake High School 1994 — 1998
Diploma
UMB Bank March 2013 - Present
Mutual of Omaha Bank June 2007 - March 2013
Wells Fargo Financial 1999 - 2007
Chaffee Farms 1976 - 1995
Skills
Loans, Credit, Banking, Underwriting, Small Business Lending, Commercial Lending, Consumer Lending, Mortgage Lending, Credit Analysis, Commercial Banking, Insurance, Retail Banking, Loan Origination, Portfolio Management, Refinance
Education
Graduate School of Banking of Colorado 2010 — 2012
Graduate Degree, Banking
University of Kansas 1995 — 1999
Bachelor's degree, Business & Economics
Chase September 2014 - Present
Chase January 2013 - September 2014
Chase June 2010 - December 2012
Wells Fargo Financial August 2009 - June 2010
Correct Credit Solutions February 2008 - October 2009
Allsource Properties September 2001 - December 2007
Heavenly D's Restaurant and Catering June 1996 - August 2001
Skills
FHA, Loans, Mortgage Lending, Credit, Loan Origination, Refinance, Banking, Customer Service, Retirement Planning, Commercial Lending, Cold Calling, Insurance, Management, Sales
Education
Texas Southern University 2001 — 2004
Bachelor of Arts Degree, Mass Communications
Champions School of Real Estate
Residential Sales License, Real Estate
Wells Fargo April 2013 - Present
First Citizens Bank and Trust Company, Inc. March 2009 - January 2013
First Citizens Bank & Trust of South Carolina August 2007 - March 2009
Car Financial Services April 2005 - September 2007
Wells Fargo Financial November 1990 - September 2007
Skills
Loans, Sales Management, Public Speaking, Commercial Lending, Credit, Banking, Team Building, New Business Development, Management, Selling, Finance, Strategic Planning, Negotiation, Sales, Account Management, Real Estate, Training, Business Development, Leadership, Time Management, Retail, Customer Retention, Sales Operations, Coaching, Small Business, Customer Satisfaction, Mergers & Acquisitions, Operations Management, Mortgage Lending, Financial Services, Small Business Lending, Forecasting, Direct Sales, Marketing, Sales Process, Financial Analysis, Risk Management, Cold Calling, Consumer Lending, Business Planning, Executive Management, Process Improvement, Underwriting, Budgets, Contract Negotiation, FHA, Credit Analysis, Customer Service, Teamwork
Education
The Citadel 1983 — 1987
BS, Business Administration
Trinity Mother Frances Hospitals and Clinics June 2013 - Present
Palestine Area Chamber of Commerce June 2010 - May 2013
Northwestern Mutual August 2006 - May 2010
Northwestern Mutual Financial Network August 2006 - November 2007
Wells Fargo Financial August 2005 - August 2006
Mervyn's June 2004 - August 2005
Skills
Marketing, Customer Service, Sales, Financial Analysis, Strategic Planning, Strategic Financial..., Sales Management, Account Management, Social Media Marketing, Training, Social Media, Recruiting, New Business Development, Budgets, Coaching, Payroll, Insurance, Public Speaking, Analysis, Business Planning, Leadership, Fundraising, Cold Calling, Team Building, Negotiation, Interviews, Management
Education
Texas State University 1999 — 2004
Business, Marketing
Texas State University-San Marcos 1999 — 2003
BBA, Marketing
Katy High School 1994 — 2000
Diploma
Wells Fargo June 2011 - Present
WELLS FARGO ENTERPRISE RISK MANAGEMENT GROUP November 2004 - March 2011
WELLS FARGO PREFERRED CAPITAL May 1998 - November 2004
Wells Fargo Financial January 1993 - May 1998
Wells Fargo Financial January 1990 - January 1993
Wells Fargo Financial January 1988 - January 1990
Wells Fargo Financial January 1987 - January 1988
Wells Fargo Financial January 1986 - January 1987
Skills
Financial Risk, Loans, Professional Experience, Compliance, Credit, Risk Management, Credit Cards, Financial Services, Portfolio Management, Internal Audit, Operational Risk, Underwriting, Operational Risk..., Budgets, AML, Process Improvement, Finance, Relationship Management, Fraud, Banking, Credit Analysis, Mortgage Lending, Training, Auditing, Executive Management, Business Development, Financial Analysis, Bank Secrecy Act, Loan Origination, Commercial Lending, Mortgage Banking, Consumer Lending, Credit Risk
Education
The Ohio State University - The Max M. Fisher College of Business 1980 — 1984
BACHELOR OF SCIENCE, BUSINESS ADMINISTRATION
St. Peter's 1975 — 1979
Batchelor of Science in Business Administration, Finance & Marketing
Pitney Bowes April 2014 - Present
Pitney Bowes September 2012 - April 2014
Deloitte & Touche January 2011 - September 2012
Wells Fargo Financial November 2008 - August 2009
U.S. Army February 2006 - May 2008
US Army May 2002 - February 2006
University of Connecticut June 2005 - December 2005
Skills
Financial Reporting, Auditing, Internal Controls, Accounting, SEC filings, Financial Statements, Financial Analysis, Microsoft Excel, Strategic Financial..., Outlook, Microsoft Office, Sarbanes-Oxley, Hyperion HFM, Hyperion Reports, PMR, SAP, Sarbanes-Oxley Act, Internal Audit, SEC Filings
Education
The University of Connecticut School of Business 2010 — 2011
Master of Science, Accounting
The University of Connecticut School of Business 2004 — 2009
Bachelor of Science, Business Administration
CONEXIS, a division of WageWorks, Inc. August 2011 - Present
Southlake Scrapbooking & Supplies November 2009 - July 2014
Century 21 Mike Bowman, Inc. June 2010 - February 2011
United Rentals July 2007 - February 2010
United Rentals January 2005 - July 2005
Associated Feed & Supply Co April 2001 - February 2005
Waller, Kaufman March 2000 - April 2001
Beneficial California Inc June 1996 - February 2000
Wells Fargo Financial November 1995 - June 1996
Skills
Real Estate, Sales, Customer Service, Investment Properties, Rentals, Budgets, Marketing, Contract Management, Selling, Contract Negotiation, Team Building, Leases, Small Business, Sales Management, Property Management, Negotiation, Real Estate Transactions, Insurance, QuickBooks, Accounting, Accounts Receivable
Education
Tarrant County College
Accounting
David K. Longoria August 1998 - Present
Twelve Visions Party 2013 - 2015
Twelve Visions Party 2013 - 2015
High Road on Dawson 2013 - 2014
Global Information Network 2002 - 2014
Lower RGV Development Council - Criminal Justice sub-committee 1989 - 2014
Wells Fargo Financial January 1998 - December 2010
Internal Revenue Service for 30 years August 1968 - August 1998
Internal Revenue Service 1968 - 1998
Skills
Computer Literate, Insurance, Financial Analysis, Tax, IRS, Income Tax, Small Business, Financial Planning, Tax Preparation, Non-profits, Estate Planning, Problem Solving, Tax Law, Tax Compliance, Negotiation, Microsoft Office, Word, Business Planning, Strategic Financial..., Microsoft Word, Management Consulting, Banking, Accounting, Bookkeeping, QuickBooks, Tax Accounting, General Ledger, Financial Statements, Access, Investments, Retirement, Financial Accounting, Analysis, Finance, Coaching, Bankruptcy, Strategic Planning, Nonprofits, Corporate Tax, Financial Reporting, Team Building, Mergers & Acquisitions, Wealth Management, Auditing, Payroll, Tax Returns, Business, Leadership, Due Diligence, Loans
Education
Stephen F. Austin High School, Texas State, University of Texas 1974 — 1978
High School Diploma, BA Government, Atteding Law School, Government & Law
Texas State University 1967 — 1971
BA, Government & Economics
Wells Fargo Financial June 2009 - Present
HCA January 2008 - October 2010
Education
Tennessee State University 2002 — 2008
BA, Business Information Systems
Interactive Brokers June 2015 - Present
Interactive Brokers March 2015 - May 2015
Liberty Mutual Insurance November 2009 - March 2015
Wells Fargo Financial June 2009 - November 2009
Northwestern Mutual May 2008 - May 2009
Education
The University of Connecticut School of Business 2005 — 2009
Bachelor of Science (BS), Finance
North Shore Law LLP June 2013 - Present
North Vancouver Chamber of Commerce July 2014 - Present
Richards Buell Sutton LLP May 2012 - May 2013
The Law Centre September 2011 - December 2011
Richards Buell Sutton LLP May 2011 - August 2011
SDI Marketing August 2008 - June 2009
Wells Fargo Financial May 2007 - August 2008
RBC Royal Bank September 2006 - May 2007
RBC Wealth Management June 2006 - September 2006
Skills
Legal Advice, Corporate Law, Commercial Law, Estate Planning, Probate Administration, Strategic Planning, Estate Administration, Wills, Trusts, Corporate Reorganization, Commercial Leasing, Corporate Governance, Contract Negotiation, Legal Issues, Legal Writing, Dispute Resolution, Joint Ventures, Public Speaking, Negotiation
Education
University of Victoria 2009 — 2012
J.D., Law
The University of British Columbia 2003 — 2008
Bachelor of Commerce, Major in Marketing, Minor in Economics
PLTC
Q.i.s May 2013 - Present
ENGlobal February 2012 - November 2012
Wells Fargo Financial January 2011 - December 2011
ENGlobal 2006 - 2010
Skills
Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, Contract Management, PowerPoint, Customer Service, Access, Supervisory Skills, Project Planning, Invoicing, Accounts Payable, Process Improvement, Administration, Office Management, Process Scheduler, Data Entry, Budgets, SAP, Analysis, Software Documentation, Oil & Gas, Cost Reporting, Document Review
Education
Temple University 2006 — 2007
English
Middlesex community college 2004 — 2006
Associate, English
Merrill Lynch Global Wealth Management - GCIAS December 2011 - Present
Wells Fargo September 2010 - December 2011
Wells Fargo Financial November 2009 - October 2010
Southwestern Consulting May 2006 - August 2006
Skills
Retirement Planning, Estate Planning, Wealth Management, Holistic Financial..., Asset Managment, Securities Lending, Investments, Alternative Investments, Private Equity, Options Strategies, Employee Stock Options, Global Tactical Asset..., Investment Advisory, Series 7, Series 66, Series 63, Investment Strategies, Wealth Management...
Education
The University of Georgia
Bachelor of Science, Financial Planning
On Q Financial, Inc. December 2012 - Present
AmeriPro Funding January 2006 - December 2012
Stonecreek Funding April 2005 - January 2006
Countrywide Full Spectrum Lending June 2003 - April 2005
Conseco January 2001 - June 2003
Wells Fargo Financial May 1999 - January 2001
Skills
Mortgage Lending, Mortgage Banking, First Time Home Buyers, Investment Properties, Loans, Real Estate Transactions, Real Estate, Refinance, Finance, Residential Homes, VA loans, Residential Mortgages, FHA, USDA, Loan Origination, Certified Mortgage..., FHA financing, Construction Loans, Government Loans, Mortgage Underwriting, Non-Conforming, Mortgage Marketing, Home Equity Loans, Commercial Mortgages, Loss Mitigation, Reverse Mortgages, Credit, FHA Financing, VA Loans
Education
Texas State University-San Marcos 1995 — 1999
Finance
Cuero High 1990 — 1995
FedEx Services July 2011 - Present
S.M. Lawrence Company July 2009 - October 2010
Greater Memphis Chamber July 2008 - July 2009
Wells Fargo Financial November 2007 - June 2008
Skills
Business Development, Sales, Leadership, New Business Development, Project Management, Program Management, Marketing Strategy, Marketing, CRM, Customer Service, Time Management, Negotiation, Cold Calling, Management, Account Management, Salesforce.com
Education
The University of Memphis 1999 — 2005
Bachelors, Marketing Management
Dale Carnegie
Effective Communications and Human Relations
The University of Memphis
IBTA Certified Project Manager, Project Management
Wells Fargo Financial June 2009 - Present
HCA January 2008 - December 2008
Education
Tennessee State University 2002 — 2008
BIS, Industry
Protective General Insurance Services March 2010 - Present
South Plains College October 2002 - March 2010
Coldwell Banker Real Estate 2010 - 2010
MH2 Technologies September 2000 - September 2002
Wells Fargo Financial 1999 - 2000
Skills
Networking, Insurance, Sales, Public Speaking, Customer Service, Strategic Planning, Microsoft Office, Social Media, Event Planning, Team Building, Leadership, Fundraising, Non-profits, Public Relations, Negotiation, Social Networking, Recruiting, PowerPoint, Advertising, Event Management, Training, Management, Nonprofits, Higher Education, Time Management, Editing, Teaching, Project Planning, Marketing, Coaching, Social Media Marketing
Education
Wayland Baptist University 2004 — 2006
M.B.A., Management
Texas Tech University 1995 — 1998
B.S., Ag Economics
South Plains College 1993 — 1995
A.A.S., Ag-Business
E.L. Haynes Public Charter School July 2013 - Present
E.L. Haynes Public Charter School September 2012 - June 2013
Walgreens June 2011 - August 2012
Walgreens August 2008 - June 2011
Wells Fargo Financial December 2007 - June 2008
First National Bank of St. Louis June 2006 - October 2007
Skills
Customer Service, Employee Relations, Strategic Planning, Team Building, Certified Pharmacy..., Sales, Budgets, Payroll, Performance Management, IBM iSeries, Public Speaking, Retail, Employee Benefits, Leadership, Policy, Management, Inventory Management, Training, Human Resources
Education
The Catholic University of America 2010 — 2011
M.A., Human Resource Management
Westminster College 2001 — 2005
B.A., Business Administration
First Home Mortgage April 2015 - Present
Wells Fargo Home Mortgage March 2012 - April 2015
TEKsystems March 2010 - March 2012
Wells Fargo Financial June 2009 - March 2010
Keggy Enterprises May 2007 - March 2008
Skills
Vendor Management, Finance, Microsoft Word, PeopleSoft, Loans, Invoicing, Data Analysis, Access, Recruiting, Leadership, Sourcing, Accounts Receivable, Talent Acquisition, Microsoft Excel, Applicant Tracking..., PowerPoint, Credit, Internet Recruiting, Temporary Placement, Management, Technical Recruiting, Insurance, Customer Service, Salesforce.com, Staffing Services, Microsoft Office, SharePoint
Education
University of Delaware 2007 — 2009
Bachelor of Science
Syracuse University 2005 — 2007
Fashion Design, Fashion Design, Marketing
Voya Investment Management January 2015 - Present
MassMutual Financial Group - Retirement Services December 2011 - January 2015
The Hartford Retirement Plans Group December 2011 - December 2012
John Hancock Retirement Plan Services April 2010 - December 2011
Millennium Trust Company March 2006 - April 2010
Wells Fargo Financial 2004 - 2005
Skills
Series 6, Series 63, Life Insurance, UMASS 401k..., Defined Benefit, Defined Contribution..., 401k, Retirement Plan Design, Pensions, Defined Contribution, Marketing, Retirement Planning, Insurance, Sales, Mutual Funds, Retirement, Investments, Financial Services
Education
Taylor University 2000 — 2004
Bachelor of Science, Marketing, Management Information Systems
First Financial Equipment Finance October 2014 - Present
First Financial Bank March 2012 - October 2014
First Financial Bank July 2010 - March 2012
First Financial Bank July 2008 - July 2010
Wells Fargo Financial June 2005 - July 2008
EA November 2004 - August 2005
Skills
Driving Results, Customer Relations, Team Leadership, Loans, Credit, Mortgage Lending, Banking, Credit Analysis, Consumer Lending, Retail Banking, Commercial Banking, Mortgage Banking, Underwriting, Commercial Lending, Cash Management, Small Business Lending, Credit Risk, Portfolio Management, Risk Management, Financial Analysis, Loan Origination, Team Building, Strategic Financial..., Customer Service, Treasury Management, FHA, Relationship Management, Finance, Branch Banking, Lines Of Credit, Deposits, Sales
Education
Xavier University 2009 — 2014
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
The Ohio State University 2000 — 2005
Bachelor of Arts (BA), Social & Behavioral Sciences, Public Relations
United States Marine Corps October 2012 - Present
Transwestern May 2012 - September 2012
Wells Fargo Financial May 2011 - July 2011
SchoolAdmin June 2010 - June 2010
Explore Austin June 2010 - June 2010
TAKE Supply Chain (formerly ClearOrbit Inc.) May 2010 - May 2010
Cleanscapes inc. 2006 - 2007
Skills
Leadership, Logistics, Microsoft Excel, Time Management, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Outlook
Education
Texas A&M University 2008 — 2012
Bachelor's degree, Finance, General
Texas A&M University, College 2008 — 2012
Bachelor's degree, Finance, General
Regents School of Austin
Wells Fargo Financial June 2009 - Present
Republican Party of Iowa / 2014 Victory June 2014 - November 2014
Advance Receivable Recovery Service June 1990 - June 1999
Advance Receivable Recovery Service January 1990 - June 1999
Skills
Multitasker, Writing, Problem Solving, Data Analysis, Time Management, Public Speaking, Customer Service, Analysis, Team Building, Strategic Planning, Budgets, Team Leadership, Leadership, Coaching, Outlook, Microsoft Office, Leadership Development, PowerPoint, Microsoft Word, Sales, Marketing Strategy, Customer Satisfaction, Training, Fundraising, Event Planning, Management, Banking, Policy, Mentoring, Telephone skills, Oral Communication, Listening, Salesmanship, Government, Public Relations, Social Media, Community Outreach, Nonprofits, Public Policy, Politics, Strategic Communications, Political Campaigns, Social Networking
Education
The Ohio State University - The Max M. Fisher College of Business 1966 — 1971
BSBA, Marketing, busines development, Credit, 3.0
GEICO June 2013 - Present
Joe's Crab Shack May 2011 - January 2013
Joe's Crab Shack April 2009 - January 2013
Wells Fargo Financial December 2006 - February 2009
Skills
Management, Customer Service, Finance, Microsoft Excel, Time Management, Microsoft Office, Teamwork, Social Networking, Customer Satisfaction
Education
Texas Tech College of Education 2010 — 2013
Texas Tech University - Rawls College of Business 2003 — 2006
Bachelor of Business Administration (BBA), Marketing
GE Capital May 2005 - Present
Wells Fargo Financial July 2004 - May 2005
Chase September 2001 - July 2004
Skills
Analytics, Portfolio Management, Risk Management, Financial Risk, Credit Risk, Management, Banking, Credit Scoring, Forecasting, Statistics, Basel II, Credit, Risk Analytics, Credit Cards, Loans
Education
The Ohio State University 1989 — 1993
Master of Science, Math, Statistics
University of Notre Dame 1984 — 1988
B.S., Mathematics
Titan Factory Direct Homes October 2013 - November 2013
21st Mortgage June 2003 - October 2012
21st Mortgage December 2006 - December 2008
Wells Fargo Financial May 2002 - June 2003
Origen May 1997 - June 2002
HBP Insurance Agency May 1992 - May 1997
Purvis Insurance Agency, February 1981 - May 1992
Skills
Sales Management, Credit, Negotiation, Strategic Planning, Financial Analysis, Budget, Customer Service, New Business Development, Account Management, Marketing, Sales, Microsoft Excel, Budgets, Selling, Loans, Finance, Banking, Investment Properties, Business Development, Real Estate, Investments, Microsoft Office, Contract Negotiation, Insurance, Team Building, Management
Education
Texas State University-San Marcos 1973 — 1974
No, Business
Douglas Macarthur High - San Antonio 1969 — 1973
Yes, High School
ThinkUp July 2007 - Present
The Center for Healthy Families January 2008 - July 2010
The Hershey Company January 2007 - July 2007
Wells Fargo Financial November 2005 - January 2007
Education
The Ohio State University 2001 — 2005
Bachelors of Science in Business Administration, Marketing
Ultra Electronics 2014 - Present
Ultra Electronics, AMI 2014 - 2015
Ultra Electronics, AMI 2008 - 2014
Wells Fargo Financial 2005 - 2008
The College of Idaho 2004 - 2005
Skills
Employee Relations, Organizational..., Benefits Administration, Performance Management, Employee Engagement, Recruiting, Training, Human Resources, Applicant Tracking..., Temporary Placement, Leadership, Interviews, Talent Management, Hiring, Resume Writing, Deferred Compensation, New Hire Orientations, Sourcing, Talent Acquisition, Employee Benefits, Strategic Planning, Team Building, Coaching, Management, Staffing Services, Employee Training, College Recruiting, Onboarding, Policy, Succession Planning, Leadership Development, Technical Recruiting, Personnel Management, Career Development, Workforce Planning, HR Policies, Internet Recruiting
Education
University of Nevada-Las Vegas 2006 — 2008
Master of Education (M.Ed.), Higher Education Administration
The College of Idaho 2001 — 2005
Bachelor of Arts (B.A.), Business Administration (Accounting & Marketing concentrations), Sociology minor, Summa cum Laude
Ontario High School 1998 — 2001
Bank of America April 2014 - Present
Bank of America February 2011 - April 2014
Bank of America September 2008 - February 2011
Wells Fargo Financial February 2007 - September 2008
Skills
Mortgage Lending, Credit, Financial Analysis, Loans, Banking, Credit Analysis, Risk Management, Customer Service, Credit Risk, Process Improvement, Financial Modeling, Financial Services, Sales, Microsoft Excel, Account Management, Fraud Detection, Online Fraud
Education
The Ohio State University 1999 — 2003
BA, Criminology
Legacy Pathways, LLC, June 2012 - Present
Stonehenge Resources, LLC June 2011 - April 2012
Urban Projects January 2010 - November 2010
Kilda Group January 2008 - July 2008
Wells Fargo Financial May 2005 - January 2008
State of Delaware Department of Environmental Resources and Natural Resources May 2003 - May 2005
The Urban League of Metropolitan Wilmington, DE January 2002 - May 2002
GMAC Mortgage June 1999 - May 2001
DuPont May 1989 - June 1999
City of Philadelphia, Mayors Office of Communications May 1985 - May 1987
Skills
Fundraising, Public Speaking, Management, Media Relations
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1988 — 1989
MBA, Marketing
Syracuse University 1977 — 1981
BA, Public Relations/Psychology
Chestnut Hill Academy
Morgan Stanley Private Bank, N.A. March 2011 - Present
Bank of America/Merrill Lynch November 2006 - March 2011
World Capital Mortgage July 2005 - November 2006
Wells Fargo Financial November 2003 - July 2005
Skills
Series 7, Wealth Management..., Series 63, Strategic Financial..., Investments, Mortgage Lending, Loans, Credit, Banking
Education
The University of Texas at Austin 2008 — 2010
Certified Financial Planner Program
Texas A&M University-Commerce 2003 — 2006
MBA, Finance/Accounting/Management
Texas A&M University-Commerce 2002 — 2003
BBA, Finance/Accounting
Wells Fargo Home Mortgage October 2014 - Present
Wells Fargo Home Mortgage January 2014 - October 2014
Wells Fargo Home Mortgage April 2013 - January 2014
Wells Fargo Home Mortgage December 2011 - April 2013
Wells Fargo Home Mortgage February 2010 - December 2011
Wells Fargo Financial July 2008 - February 2010
St. Albans Capital January 2007 - January 2008
SkyStone Mortgage Group 2006 - 2007
Skills
Credit, FHA, Loss Mitigation, Consumer Lending, Risk Management, Underwriting, Mortgage Banking, Microsoft Office, Banking, Loan Origination, Loans, Mortgage Lending, Refinance, Credit Analysis, Mortgage Underwriting, Commercial Lending, Mortgage Servicing, Residential Mortgages, Credit Risk, Loan Servicing, Small Business Lending, USDA, Lines Of Credit
Education
The University of Georgia 2001 — 2005
BA, Political Science and Economics
Caliber Home Loans March 2015 - Present
Caliber Home Loans June 2014 - Present
Fairway Independent Mortgage Corporation September 2012 - May 2014
FASTSIGNS December 2011 - August 2012
MetLife Home Loans January 2010 - November 2011
MetLife Home Loans December 2008 - December 2009
Wells Fargo Financial January 2008 - November 2008
Skills
Marketing Communications, Trade Shows, Public Relations, Newsletters, Internal Communications, Corporate Events, Training Delivery, Email Marketing, Direct Marketing, Copywriting, Direct Mail, Event Planning, Social Media, PPC, Presentation Development, Project Coordination, Marketing, Account Management, Creative Direction, Advertising, Management, Sales, Corporate Communications, Marketing Strategy
Education
Texas State University 2004 — 2007
BBA, Marketing
Beavers & Company LLC August 2015 - Present
Buffalo Wild Wings July 2010 - December 2010
Buffalo Wild Wings, Inc June 2006 - June 2010
Spartan Computer Services, Inc March 2003 - June 2006
Wells Fargo Financial December 2000 - March 2003
Skills
Corporate Tax, P&L Analysis, Tax Accounting, Payroll Taxes, Payroll, Balance Sheet, Income Tax, P&L Management, Tax Preparation, Tax Advisory, QuickBooks, Drake Tax Software, Tax, Sales, accounting, Customer Service, Microsoft Excel, Restaurants, Time Management, Inventory Management
Education
Texas Tech University
Finance
Texas Tech University
Accounting and Finance
Stroz Friedberg January 2015 - Present
Stroz Friedberg, LLC April 2013 - December 2014
Deloitte February 2012 - April 2013
Siegel+Gale May 2011 - February 2012
The Blackstone Group March 2010 - May 2011
Wells Fargo Financial June 2009 - November 2009
Rhodadendron LLC June 2008 - May 2009
Economic Development Department, City Hall, Syracuse January 2008 - April 2008
Skills
Microsoft Excel, Finance, Management, Budgets, SAP, Aderant, Functional Analysis, MS Excel Pivot Tables, V Lookups, Public Speaking, Client Billing, Invoice Processing, Billing Process, Bill Payment, Billing Services, Invoice Finance, Financial Reporting, Project Finance, Financial Services, Budgeting, Planning, Sales, Spreadsheets, Photoshop, Credit, Bookkeeping, Inventory Management, File Management, Events Coordination, Organizational..., Customer Service, Journal Entries, Social Media, Event Planning
Education
Syracuse University 2005 — 2009
Bachelor of Art, Economics
Brooklyn Technical High School 2001 — 2005
High School Diploma, Civil Engineering
ADP January 2015 - Present
Sales Partnerships, Inc. April 2012 - May 2014
Cintas October 2005 - April 2012
Wells Fargo Financial 2004 - 2005
Skills
Sales Management, Selling, Business Development, Cold Calling, Human Resources, Leadership, CRM, Sales Process, Sales, Recruiting, B2B, Outsourcing, Sales Presentations, Account Management, Management, Sales Operations, Direct Sales
Education
Temple University - Fox School of Business and Management 2001 — 2004
Bachelor of Science (BS), International business and Finance
D2xchange June 2014 - Present
D2Xchange, LLC February 2011 - Present
D2Xchange, LLC August 2008 - February 2011
Wells Fargo Financial September 2006 - May 2008
Woodmen Nissan 2005 - 2006
Skills
Sales Process, Leadership, Direct Sales, New Business Development, Account Management, Time Management, B2B, Direct Marketing, Negotiation, Sales, Networking, Salesforce.com, Solution Selling, Consulting, SaaS, Management
Education
Texas A&M University 1999 — 2003
Bio-Environmental Science
Cistercian Prep School
Marriott Vacations Worldwide Corporation February 2014 - Present
Marriott Vacations Worldwide Corporation February 2014 - Present
Marriott Vacation Club International January 2013 - February 2014
iQor February 2012 - January 2013
DMS Printing & Promotions December 2011 - January 2013
Management Recruiters of Charleston January 2011 - January 2012
WareOnEarth Communications, Inc. August 2010 - October 2010
JK Harris & Company April 2009 - June 2010
Wells Fargo Financial 2007 - 2007
Perth Acquisitions Inc 2005 - 2007
Skills
Logistics Management, Military Leadership, Interview Coaching, Career Advancement, Customer Service, Team Building, Job Coaching, Career Development, Coaching, Account Management, CRM, Call Centers, Customer Satisfaction, Financial Analysis, Employee Training, Hiring, Leadership, Leadership Development, Logistics, Management, Military, New Business Development, Operations Management, Organizational..., Process Improvement, Project Management, Public Speaking, Sales, Sales Management, Software Documentation, Strategic Planning, Team Leadership, Team Management, Time Management, Training, Business Development, Performance Management, Recruiting
Education
The Citadel 2001 — 2005
Bachelor of Science, Health Sciences
Bank of America August 2013 - Present
Ally Financial Inc. August 2001 - August 2013
Citi February 2009 - September 2010
Wells Fargo Auto April 2003 - January 2009
AmeriCredit April 2001 - February 2003
The Associates August 2000 - February 2001
Conseco November 1999 - August 2000
Wells Fargo Financial August 1998 - November 1999
Coca-Cola Enterprises June 1997 - August 1998
Skills
Credit, Negotiation, Loans, Mortgage Lending, CRM, Portfolio Management, Risk Management, Finance, Leadership, Loan Origination, Underwriting, Team Building, Marketing, Financial Services, Credit Analysis, Sales, New Business Development, Mergers & Acquisitions, Investments, Selling, Customer Satisfaction, Banking, Insurance, Residential Mortgages, Relationship Management, Refinance, Real Estate, Mortgage Banking, Loss Mitigation, Credit Risk, Consumer Lending, Commercial Lending
Education
Texas Tech University - Rawls College of Business 1995 — 1998
Bachelors, Marketing and Management
Howard County Jr. College 1993 — 1995
Associates, Business Administration
Wells Fargo Home Mortgage February 2009 - Present
Wells Fargo Home Mortgage January 2007 - February 2009
Wells Fargo Financial January 2006 - January 2007
Wells Fargo Financial March 2003 - December 2005
Beneficial Financial Group May 2002 - March 2003
Skills
Mortgage Lending, Cross Selling, Relationship Management, New Business Development, Sales, Credit, Sales Management, Cold Calling, Business Development, Marketing, Account Management, Loans, Loan Origination, Residential Mortgages, Strategic Planning, Selling, Customer Service, Salesforce.com, CRM, Marketing Strategy, Recruiting, Real Estate, Time Management, Outlook, Customer Retention, Leadership, Management, Employee Benefits, Marketing Communications, Vendor Management, Team Building, Sales Presentations
Education
Texas Christian University - M.J. Neeley School of Business
Marketing
BrewDog July 2015 - Present
Columbus 2020 November 2010 - July 2015
Columbus Downtown Development Corporation/Capitol South May 2009 - October 2010
Wells Fargo Financial December 2008 - April 2009
City of Columbus April 2008 - December 2008
City of Columbus October 2007 - April 2008
Skills
Economic Development, Community Development, Leadership, Strategic Planning, Public Relations, Business Development, Project Management, Management, Marketing, Entrepreneurship, Marketing Communications, Fundraising, Public Speaking, Public Policy, Analysis, Event Planning, Public/private..., Social Networking, Government, Project Planning, Workforce Development, New Business Development, Public Administration, Urban Planning, Grant Writing, Real Estate Development, Team Leadership, Social Media, Sales, Operations Management, Redevelopment, Customer Service, Real Estate Economics, International Project..., Business Analysis, Logistics, Manufacturing, Craft Beer, Project Finance, Business, Office Administration, Office Management, Technology, Website Updating, Consultative Sales...
Education
University of Oklahoma Economic Development Institute 2011 — 2012
Economic Development
The Ohio State University Fisher College of Business 2005 — 2008
Bachelor of Science in Business Administration, Real Estate & Urban Analysis and Economics
Chelsie Lopez Production and Marketing April 2010 - Present
Spill the Wine April 2007 - December 2010
10K Research and Marketing March 2009 - April 2010
Minneapolis Area Association of REALTORS® February 2007 - April 2010
Wells Fargo Financial September 2006 - February 2007
Wells Fargo Financial January 2007 - January 2007
Skills
InDesign, Photoshop, Final Cut Pro, Video Production, Premiere, Social Media Marketing, Leadership, Video, Social Media, Marketing, Marketing Strategy, Online Marketing, Graphic Design, Public Speaking, Marketing Communications, Photography, Social Networking, Illustrator, Blogging, Nonprofits, Facebook, WordPress, Email Marketing, Media Relations, Videography, Video Editing
Education
The University of Kansas 2002 — 2006
B.A., Communication Studies
Hopkins High School
American Equity Mortgage August 2010 - Present
Wells Fargo Financial May 2010 - August 2010
Skills
Credit, Financial Services, Loans, Mortgage Lending, Refinance, Mortgage Banking, Real Estate, Loan Origination, Training, Management, Residential Mortgages, FHA, Credit Analysis, FHA financing, Underwriting, FHA Financing, Banking
Education
Consortium Institute for Management and Business Analysis
Business Law, Communications
The University of Kansas
Bachelor of Science, Economics
Sutherland Global Services July 2010 - Present
Sun Realty - Houston January 2013 - Present
SIS Group, LLC January 2012 - January 2013
Cornerstone Realty May 2008 - January 2012
Texas Mortgage Professionals April 2008 - September 2008
Dream Home Lending, Loan Officer August 2006 - August 2007
Consumer Direct Mortgage November 2004 - February 2007
Nationstar Mortgage October 2003 - February 2007
Wells Fargo Financial April 2002 - October 2003
Skills
Mortgage Lending, Loans, Underwriting, USDA, FHA, Sellers, Mortgage Banking, Refinance, Referrals, Loan Origination, VA loans, Residential Homes, FHA financing, Mortgage Marketing, REO, Finance, Residential Mortgages, Credit, Reverse Mortgages, Short Sales, Foreclosures, Sales, First Time Home Buyers, Move Up Buyers, Credit Analysis, Commercial Real Estate, New Home Sales, Investment Properties, Real Estate Transactions, HUD, Single Family Homes, Relocation, Real Estate, Investors, SFR, New Homes, Brokerage, Home Staging, Marketing Homes, Office Brokerage, Multi Family Properties, Industrial Properties, Customer Service, Dedicated Professional, Senior Real Estate, Jumbo Mortgage, Accredited Luxury Home, Referral Development, Property & Casualty..., Construction Loans
Education
Texas A&M University 1997 — 2001
BBA, Finance
Texas A&M University - Mays Business School 1997 — 2001
Finance, Minors - Biology, Chemistry, and Physics
CRE Training
Commercial Real Estate
CRE Training
Movement Mortgage, LLC August 2015 - Present
Chantel Ray Real Estate March 2015 - August 2015
Veros Credit October 2014 - March 2015
UNION First Market Bank , formally Stellar One June 2012 - October 2014
Monarch Bank January 2010 - June 2012
Wachovia Bank, A Wells Fargo Company May 2008 - January 2010
Wells Fargo Financial August 2005 - May 2008
Skills
Credit, Customer Service, Customer Relations, Coaching, Negotiation, Sales, Banking, Loans, New Business Development, Small Business Lending, Consumer Lending, Risk Management, Credit Analysis, Lines Of Credit, Loan Origination, Retail Banking, Relationship Management, Deposits, Cross Selling, Credit Cards, Customer Satisfaction, Training, Team Building, Customer Retention, Refinance, Business Development, Home Equity Loans, Branch Management, Building Relationships, Notary Public, Referrals, Finance, Management, Sales Management
Education
Dwight School 1984 — 1988
Syracuse University 1988 — 1990
Miramar College
Tidewater Community College
The Hershey Company January 2013 - Present
The Hershey Company April 2012 - December 2012
The Hershey Company August 2006 - April 2012
Wells Fargo Financial July 2001 - July 2006
Skills
Fully bilingual English, Team Building, Business Planning, Product Development, Media Planning, Media Buying, Media Relations, Digital Media, Profit Analysis, Business Analysis, Business Process..., Strategic Partnerships, Business Alliances, Business Alliance..., Chinese culture, Chinese politics, Chinese Foreign Policy, Innovation, Product Innovation, Brand Management, Customer Insight
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 2011 — 2013
Master of Business Administration (MBA), Marketing
The University of Texas at San Antonio 1996 — 2000
Bachelor of Business Administration (BBA), International Business
American Electric Power October 2013 - Present
KEMA Services February 2010 - September 2013
Juice Technologies June 2009 - March 2010
Linc Group LLC October 2008 - July 2009
Wells Fargo Financial July 2004 - October 2008
Skills
Energy Efficiency, Sustainability, Environmental Awareness, Renewable Energy, Smart Grid, Energy, Project Planning, Energy Management, LEED, Leadership, Management, Energy Audits, Green Building, Project Management, Program Management, Business Development, Training, HVAC, Energy Conservation, Marketing, Sales, Negotiation
Education
The Ohio State University 1999 — 2004
BA, Marketing /communications
Meeder Investment Management November 2012 - Present
Meeder Investment Management July 2011 - November 2012
Citi Fund Services January 2011 - June 2011
Wells Fargo Financial March 2010 - November 2010
Skills
Sunguard, Microsoft Excel, Outlook, Mortgage Lending, Mortgage Banking, 401k, IRAs, Mutual Funds, Investment Banking, Investment Advisory, Envision Financial..., NSCC, PowerPoint, Sales, Leadership, Finance, Customer Service, Financial Services, Financial Analysis, Portfolio Management, Investments
Education
The Ohio State University 2006 — 2009
Bachelor of Science in Human Ecology, Finance and Financial Management Services
Wells Fargo Home Mortgage September 2012 - Present
Wells Fargo Bank 2002 - September 2012
Wells Fargo Financial May 2002 - August 2007
Skills
Retail Banking, Loans, Hiring, Banking, Cross Selling, Home Equity, Deposits, Customer Service, Branch Management, Consumer Lending, Credit, Coaching, Customer Relations, Team Building, Sales Management, Cold Calling, Customer Experience, Customer Retention, Cash Management, Credit Cards, Mortgage Lending, Lines Of Credit, Commercial Lending, Small Business Lending, Mortgage Banking, Merchant Services, Financial Services, Refinance, Credit Risk, Branch Banking, Private Banking, Portfolio Management, Finance, Risk Management, Financial Risk, Wealth Management, Insurance, Financial Analysis, Asset Based Lending, Executive Management, Sales, Building Relationships, Selling, Payment Card Processing, Sales Presentations, Expense Management, Employee Training, Recruiting
Education
Texas Tech University 1997 — 2002
Bachelor of Business Administration (BBA), Finance and Economics
Texas Tech University - Rawls College of Business 1997 — 2002
Bachelor of Business Administration (BBA), Finance/Economics
SHI International Corp. May 2015 - Present
SHI International Corp. September 2013 - May 2015
SHI International Corp. July 2013 - September 2013
SHI April 2010 - June 2013
Benchmark Technology Group January 2005 - March 2010
Wells Fargo Financial May 2003 - October 2004
Skills
Microsoft Technologies, Microsoft Certified..., Microsoft Certified..., Solution Selling, Cloud Computing, SaaS, Enterprise Software, Virtualization, VMware, Account Management, Sales, Cisco Technologies, Channel, Managed Services, Microsoft Licensing, Vendor Management, Professional Services, Channel Partners, Storage, Management, Sales Process, Program Management, Software Industry, Partner Management, Consulting, Strategic Partnerships, Cold Calling, Resellers, Selling, Sales Enablement, Data Center, HP
Education
The University of Georgia 1999 — 2003
Bachelor of Arts, Economics and Criminal Justice
Duluth High School 1995 — 1999
Wells Fargo Merchant Services January 2010 - Present
Wells Fargo Financial June 2008 - January 2010
Wells Fargo Financial November 2007 - June 2008
Wells Fargo Financial November 2006 - November 2007
Black and Decker January 2005 - November 2006
Skills
Motivated self-starter, Competitive, Written & Verbal..., Team-oriented, Work Independently with..., Superior organizational..., Persuasive Presentations, C-Level Negotiation, Coaching Staff, Financial Statement..., Credit Analysis, New Business Development, Management, Sales, Relationship Management, Customer Service, Recruiting, Coaching, Loans
Education
Texas A&M University-Corpus Christi 2004 — 2006
BBA, Business Administration and Management, General, 3.43
University of Houston 2001 — 2003
Business Administration and Management, General, 3.5
From Inception to Completion Productions January 2012 - Present
Certified Energy Labs January 2010 - May 2012
Analytical Management Laboratories January 2008 - January 2010
Wells Fargo Financial January 2006 - January 2008
Skills
Photoshop, Photography, Film Production, Film Editing, Independent Film, After Effects, Soundtrack Pro, Final Cut Studio, Microsoft Word, Cinematography, Canon Cameras, Panasonic Camcorders
Education
The Art Institutes International-Kansas City
Digital Film and Video Production
WASEMILLER INSURANCE AGENCY October 2007 - Present
Wells Fargo Financial August 1995 - October 2007
Skills
Commercial Insurance, Underwriting, Sales, Risk Management, Fixed Annuities, Insurance, Customer Service, Workers Compensation, Life Insurance, Health Insurance, Mortgage Lending, Sales Management, Property & Casualty..., New Business Development, Relationship Management, Banking, Leadership, Financial Risk, Finance, Retirement Planning, Loans
Education
The University of Kansas 1991 — 1995
Bachelors, Business Administration
Suffolk County District Attorney's Office June 2013 - August 2013
Suffolk County District Attorney's Office May 2012 - August 2012
Wachovia Bank/Wells Fargo Bank August 2010 - May 2011
Wells Fargo Financial May 2010 - July 2010
Enterprise Rent-A-Car June 2009 - August 2009
Skills
Banking, Mortgage Lending, Financial Analysis, Customer Service, Finance, Management, Legal Writing, Marketing, Insurance, Legal Research, Credit
Education
Wake Forest University School of Law 2011 — 2014
Bachelor of Science (BS), Finance, General
The University of Connecticut School of Business 2006 — 2010
Bachelor of Science in Business Administration, Finance
Gateway Church February 2013 - Present
First Investors Corporation August 2008 - November 2012
Wells Fargo Financial January 2006 - August 2008
Skills
Currency Exchange, Foreign Currency..., Investments, Financial Services, Asset Allocation, Small Business, Customer Service, Sales, Business Development, Insurance, Business Analysis, Financial Analysis, Microsoft Excel, Options Strategies
Education
Texas A&M University 2000 — 2004
Bachelors, Business - Management of Information Systems
Pantego Christian Academy 1998 — 2000
High School Diploma
Edmentum November 2013 - Present
OrgSync February 2013 - November 2013
Brainchild January 2010 - February 2013
Archipelago Learning January 2008 - January 2010
Wells Fargo Financial June 2006 - January 2008
Skills
Consultative Selling, Conferences, Contract Negotiation, Renewals, Market Penetration, Negotiation, Problem Solving, Account Management, Cold Calling, Social Media, Public Speaking, K-12, Educational Technology, E-Learning, Selling, Management, Channel Sales, Channel Strategy, Salesforce.com, CRM, Leadership, Business Development, Sales Operations, Sales Management, Sales, Direct Sales, Proposal Writing, New Business Development, Solution Selling, Team Leadership
Education
Texas State University 2004 — 2006
BA, Communications
Mayo Clinic October 2012 - Present
CDS Global March 2008 - October 2012
Iowa Student Loan July 2006 - February 2008
Wells Fargo Financial February 2005 - July 2006
University of Missouri - KC August 2003 - December 2004
Tek Systems June 2001 - April 2003
Voice Components dba. Clinical Automation 2001 - 2003
Borland March 1999 - October 2000
Step 1, Inc November 1998 - March 1999
Cerner 1995 - 1996
Skills
Data Mining, Statistical Modeling, SAS, Statistics, Data Analysis, R, SQL, Databases, Predictive Modeling, Python, Java, SAS programming, Predictive Analytics, Linux, Unix, Analytics, Data Visualization, Software Development, Machine Learning, CRM, Consulting, Analysis, VBA, Testing, Logistic Regression, C++, Artificial Intelligence, Business Analytics, Statistical Consulting, Research, Clinical Research, Classification, Information Graphics, SAS/SQL, Software Design, Cluster Analysis, Decision Trees, Market Analysis, Matlab, Statistical Computing, Linear Regression, Customer Analytics, Regression, Monte Carlo Simulation, Risk Modeling, Biostatistics, Loss Forecasting, Categorical Data..., General Linear Models, Survival Analysis
Education
Coursera 2011 — 2011
University of Missouri-Kansas City 2002 — 2005
MS, Math and Statistics
University of Kansas 1983 — 1988
BS, Mathematics
Wells Fargo Commercial Banking March 2014 - Present
Wells Fargo Commercial Banking June 2012 - March 2014
Wells Fargo Commercial Banking June 2011 - June 2012
Wells Fargo SBA Lending December 2007 - May 2011
Wells Fargo Bank November 2005 - November 2007
Wells Fargo Financial June 2004 - October 2005
Education
University of Kansas 2000 — 2004
BS, Business Administration
ADP June 2015 - Present
Automatic Data Processing, Inc. July 2011 - June 2015
ADP May 2009 - May 2011
One Source Visual Marketing Solutions October 2007 - May 2009
BNC Mortgage May 2007 - September 2007
MLNUSA July 2005 - January 2007
Wells Fargo Financial December 2002 - July 2005
Skills
Consultative Selling, Salesforce.com, Cold Calling, Solution Selling, Contract Negotiations, Business Process..., Business Strategy, New Business Development, Building Relationships, ADP Payroll, Workforce Management, Human Resources, Leadership, Performance Management, Recruiting, Selling, Training, BPO, Employee Relations, Employee Benefits, Contract Negotiation
Education
Temple University - Fox School of Business and Management 1998 — 2002
BS, Finance, Economics
Holy Ghost Preparatory 1994 — 1998
GasFrac Energy Services February 2014 - January 2015
S2 Architecture January 2011 - February 2014
Stantec October 2009 - January 2011
Wells Fargo Financial October 2008 - October 2009
Skills
Proposal Writing, Proposal Management, Proposal Generation, Direct Sales, Credit Analysis, Client Communication, Marketing Strategy, Marketing Communications, Social Media Marketing, Social Media, Advertising, Internal Communications, Project Management, Business Development, Marketing
Education
The University of Lethbridge 2009 — 2010
Post baccalaureate certificate in Accounting, Accounting
The University of Lethbridge 2005 — 2008
Bachelor of Management, Marketing
eBay Inc May 2015 - Present
eBay May 2013 - Present
PDS Tech, Inc. August 2011 - May 2013
Wells Fargo Financial 2010 - 2011
Dell 2008 - 2009
Skills
Applicant Tracking..., Sourcing, Interviews, Recruiting, Technical Recruiting, Talent Acquisition, Human Resources, Internet Recruiting, Management, Recruitment Advertising, Networking, Hiring, Screening Resumes, Taleo, Talent Management, Search, IT Recruitment, Screening, Executive Search, Cold Calling, Online Research, Corporate Recruiting, Interview Preparation, Internet Research, EEO compliance, Interviewing, Candidate Screening, Boolean Logic, C-Level Executive..., Executive Support, Contract Recruitment, Customer Service, Onboarding
Education
Texas State University-San Marcos 2009 — 2011
Master's Degree, Education- Minor in Human Resources
Texas State University-San Marcos 2004 — 2008
Bachelor's, Applied Arts & Sciences
Santander Consumer USA Inc. July 2014 - Present
Santander Consumer USA Inc. January 2013 - July 2014
Upper Hand Promotions June 2012 - January 2014
Canopy Construction December 2011 - June 2012
Credit Solutions July 2009 - September 2009
SuperMedia LLC January 2008 - June 2009
Wells Fargo Financial August 2006 - January 2008
Skills
CRM, Sales, B2B, Salesforce.com, Cold Calling, Training, Customer Service, Business Development, Start-ups, Account Management, Leadership, Microsoft Office, SEM, CCENT, Cisco Certified, Advertising, Cisco Technologies, Network Security, Cisco Routers, Sales Management, Inside Sales, Customer Acquisition, PPC, Call Centers, Switches, Outside Sales, Sales Prospecting, Client Prospecting, Inbound Lead Generation, Outbound Marketing, Funding, VAST, Report Writing, High Performance Teams, Call Center, Team Leadership, Sales Presentations, Marketing Strategy, Customer Retention, Online Advertising, Sales Process, Direct Sales
Education
Tarrant County College 2014 — 2015
Associate of Arts and Sciences (A.A.S.), Computer Systems Networking and Telecommunications
Tarrant County College 2014 — 2015
Associate of Arts and Sciences (AAS), Computer and Information Systems Security/Information Assurance
The University of Texas at Arlington 2003 — 2005
Business
Countybank Mortgage January 2000 - Present
First Palmetto Mortgage January 2001 - January 2010
Wells Fargo Financial November 1991 - January 2001
Skills
Loans, Credit, Mortgage Lending, Small Business Lending, Sales Management, FHA financing, FHA, Business Unit Start-up, Asset Based Lending, Commercial Banking, Consumer Lending, Loan Origination, Underwriting, Residential Mortgages, Banking, Credit Analysis, Commercial Lending, Mortgage Banking, VA loans, Refinance, Portfolio Management, Home Equity Loans, Construction Loans, Branch Management, Reverse Mortgages, Commercial Mortgages, Mortgage Servicing, Loss Mitigation, USDA, Lines Of Credit, Cross Selling, Mortgage Underwriting, Mortgage Marketing, Investment Properties, Real Estate Financing, Certified Mortgage..., Relationship Management, Retail Banking, Government Loans, Credit Risk
Education
The Citadel 1987 — 1991
BS, Business
Riverside High School 1984 — 1987
Sandvik Coromant May 2011 - Present
Wachovia, A Wells Fargo Company September 2010 - December 2010
Wells Fargo Financial June 2010 - August 2010
Birbarie Marine May 2007 - August 2009
Skills
Sales, Sales Operations, Sales Management, Cold Calling, Entrepreneurship, Account Management, Sales Process, Direct Sales, New Business Development, Management, Business Development
Education
The University of Connecticut School of Business 2006 — 2010
Marketing/ Professional Sales
Wells Fargo Financial December 2009 - Present
UBS Wealth Management June 2008 - January 2010
People's Securities Inc June 2006 - January 2007
Education
The University of Connecticut School of Business 2006 — 2009
Finance, Concentration in Real Estate
Comcast Business September 2014 - Present
Comcast Business January 2014 - September 2014
Comcast Business November 2012 - January 2014
Comcast Business August 2009 - November 2012
Wells Fargo Financial 2008 - August 2009
MarkCOMM 2007 - 2008
KBTX - CBS News (Television news station 2006 - 2007
Skills
Direct Sales, Cold Calling, Cloud Computing, Forecasting, Networking, Call Center, Telecommunications, Negotiation, Marketing, Salesforce.com, Account Management, Management, Sales, Marketing Strategy, Strategic Planning, Solution Selling, CRM, VoIP, Strategy, Customer Retention, Sales Management, Broadband, Managed Services, Sales Process, New Business Development, Customer Service, Call Centers, Market Research, Leadership, Team Building, Sales Operations, Team Leadership, Sales Presentations, Data Center, Training
Education
Texas A&M University 2003 — 2007
B.A, Telecommunications and Media Studies
The Woodlands Highschool 1999 — 2003
Telecommunications and Media Studies
The Sports Scene September 2009 - Present
Jenks Productions Inc. December 2007 - January 2009
Wells Fargo Financial April 2004 - January 2007
Skills
Marketing, Sales, Customer Service, Marketing Strategy, Sales Management, Social Media, Social Media Marketing, Microsoft Office, Event Planning, Account Management, Microsoft Excel, Team Building, Market Research, Email Marketing, Budgets, Social Networking, Microsoft Word, E-commerce, Outlook, Advertising, Online Marketing, Coaching, Online Advertising, Training, New Business Development, Event Management, Management, Marketing Communications, Mortgage Lending
Education
The University of Connecticut School of Business 1997 — 2002
Bachelor of Business Administration (BBA)
Duff & Phelps March 2012 - Present
Duff & Phelps April 2008 - February 2012
Wells Fargo Financial June 2006 - March 2008
Skills
Property Tax, Financial Statement..., Finance, Income Tax, Financial Statements, English & Spanish..., Spanish-speaking, Spanish Literature, Transfer Pricing, Financial Analysis, Business Valuation, Financial Modeling, Tax Research, Tax, Financial Reporting, Auditing, Credit, Sarbanes-Oxley Act, Appraisals, SEC filings, Loans, Accounting, Tax Accounting, Mergers & Acquisitions, Purchase Price..., Fixed Assets, Valuation, Due Diligence, Microsoft Excel, Analysis
Education
Texas Tech University - Rawls College of Business 2003 — 2005
Finance
Naaman Forest High School 1998 — 2001
CAR Financial Services January 2011 - Present
CAR Financial Services 2003 - Present
CAR Financial May 2003 - December 2010
CAR Financial Services January 2003 - December 2010
Compucredit January 2003 - December 2010
CAR Financial, a subsidiary of CompuCredit Corporation January 2003 - December 2010
Compucredit - CAR Financial Services January 2003 - December 2010
Wells Fargo Financial 2002 - 2005
Toyota Motor Credit Corp 1991 - 1996
Skills
Credit, Sales Management, Negotiation, Forecasting, Sales, Strategic Planning, Account Management, Profit, Team Building, Customer Retention, Pricing, Operations Management, Marketing, Banking, Sales Process, Sales Operations, Process Improvement, Business Development, Customer Service, Business Planning, Contract Negotiation, Selling, New Business Development, Start-ups, Finance, Customer Satisfaction, Executive Management, Leadership, CRM, Competitive Analysis
Education
Texas A&M University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance
Texas A&M University - Mays Business School 1986 — 1990
BBA, Finance
Nacogdoches High School 1983 — 1986
Citi July 2015 - Present
Citi January 2013 - Present
PricewaterhouseCoopers April 2010 - January 2013
Kleberg Bank March 2005 - April 2010
Wells Fargo Financial March 2002 - March 2005
Skills
Mortgage Banking, Banking Operations, Strategic Planning, Process Improvement, Change Management, Risk Management, Business Management, Organizational..., Change Leadership, Financial Analysis, Business Strategy, Business Analysis, Project Implementation, Business Transformation, Retail Banking, Operational Risk..., Operations Management, Performance Management, Banking, Financial Services, Loans, Mortgage Lending, Governance, Enterprise Risk..., Consulting, Credit, Management Consulting, Business Process..., Strategy, Vendor Management, Due Diligence, Management, Business Process, Leadership, Finance, Financial Risk, Executive Management, Portfolio Management, Cross-functional Team..., Operational Risk, Talent Management, Credit Risk, Analysis, Internal Audit
Education
Texas A&M University-Corpus Christi 2005 — 2008
MBA, Business
Texas A&M University-Corpus Christi 1999 — 2001
BS, Business Amdinistration
Oliver Wyman, Health and Life Sciences Practice July 2014 - Present
University of Chicago Booth School of Business August 2012 - June 2014
Kohles and Bach, Inc. 2007 - 2014
Oliver Wyman, Health and Life Sciences Practice 2011 - July 2012
Oliver Wyman 2009 - 2011
Oliver Wyman 2007 - 2009
LaSalle Bank 2006 - 2006
Wells Fargo Financial May 2005 - July 2005
Skills
Financial Modeling, Management Consulting, Strategic Consulting, Organizational Design, Business Transformation, Valuation, Performance Improvement, Business Modeling, Due Diligence, Strategy, Restructuring, Quantitative Analytics, Financial Services
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Michigan 2003 — 2007
BBA, Finance
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
BBA, Finance and Accounting
Berlin Packaging August 2012 - Present
IBC North America November 2009 - July 2012
McCollough Enterprises January 2008 - June 2011
Directions for Youth & Families September 2000 - June 2004
Wells Fargo Financial September 1993 - April 2001
Skills
Customer Service, Program Management, Sales Management, Management, Training, Leadership, Community Outreach, Microsoft Excel, Budgets, Project Management, Coaching, Team Building, Sales, Marketing, Cross-functional Team...
Education
Walden University 2005 — 2008
Masters, Business
The Ohio State University 1998 — 2001
BSSW, Social Work
WHC February 2015 - Present
GoldenBarn September 2014 - Present
Tyco Security Products July 2013 - September 2014
Suddenlink January 2010 - July 2012
Suddenlink Communications 2005 - January 2010
Wells Fargo Financial January 2004 - June 2006
Skills
Call Center, Process Improvement, Telecommunications, Customer Satisfaction, Customer Service, Account Management, Sales Management, Sales, Team Building, Strategic Planning, Team Leadership, Customer Retention, Direct Sales, Vendor Management, Forecasting, Wireless, Operations Management, Call Centers, Project Management, Broadband, VoIP, Project Planning, Analysis, Strategy, New Business Development, Enterprise Software, Managed Services, Troubleshooting, Selling, Product Management, Training, Sales Operations, Management, Telephony, Cross-functional Team..., Security, Business Development, Customer Experience, Contract Negotiation, Marketing, P&L Management, Salesforce.com, Solution Selling, Product Marketing, Strategic Partnerships, Networking
Education
University of Texas at Tyler 2008 — 2010
M.B.A., Masters in Business
Texas A&M University 2000 — 2004
Bachelor of Arts, Business Management and Marketing
Con-Way Freight July 2009 - Present
YRC Freight May 2004 - June 2009
Wells Fargo Financial November 2003 - August 2004
Western Wireless January 1996 - June 1999
Education
Texas Tech University - Rawls College of Business 1999 — 2001
Bachelor of Business Administration, Marketing
NetJets 2011 - Present
NetJets, Inc September 2007 - August 2011
Option One Mortgage March 2007 - September 2007
Option One Mortgage June 2006 - March 2007
Option One Mortgage March 2005 - March 2007
Wells Fargo Financial January 2003 - March 2005
Skills
Leadership, CRM, Salesforce.com, New Business Development, Account Management, Sales, Training, Team Building, Operations Management, Selling, Negotiation, Strategy, Time Management, Sales Operations, Forecasting, Management, Marketing Communications, Contract Negotiation, Procurement, Strategic Planning, Finance, Microsoft Excel, Strategic Partnerships, Program Management, Business Development, Logistics
Education
The Ohio State University Fisher College of Business 1998 — 2003
University of Cincinnati 1998 — 2003
Sandusky St. Mary's 1994 — 1998
Wells Fargo Home Mortgage January 2010 - Present
Wells Fargo Financial November 2002 - January 2010
Education
Texas A&M University-Corpus Christi 1998 — 2002
Self Employed December 2010 - Present
Blockbuster September 2008 - January 2009
Wells Fargo Financial September 2006 - January 2007
Info Stream Group, Inc. October 2004 - January 2006
Education
Temple University - Fox School of Business and Management 2005 — 2010
Finance
Dissinger Reed April 2010 - Present
ADP December 2006 - April 2010
Wells Fargo Financial 2004 - 2006
Northwestern Mutual May 2003 - September 2003
Skills
Sales, Insurance, Investments, Finance, Real Estate, Graphic Design, Account Management, Cold Calling, New Business Development, Salesforce.com, Marketing, Sales Management, Employee Benefits, Customer Service, Sales Process, Direct Sales, Strategic Planning, Negotiation, Contract Negotiation, Sales Presentations, Selling, Payroll, Time Management, Small Business, Human Resources, Digital Photography, Photoshop
Education
University of Kansas 2000 — 2004
BS, Business Administration
Keller Williams Real Estate April 2015 - Present
Wells Fargo Bank August 2011 - December 2014
PhilaPets.com February 2009 - April 2012
Wells Fargo Bank July 2010 - August 2011
Wells Fargo Financial June 2006 - February 2009
Vector Marketing June 2001 - December 2003
Skills
Financial Analysis, Mortgage Lending, Credit, Investments, Sales, Loans, Portfolio Management, Financial Services, Cross Selling, Business Development, Underwriting, Customer Service, Credit Analysis, Sales Management, Retail Banking, Finance, Banking, Risk Management, Insurance, Management, Training
Education
Temple University 2005 — 2006
B.B.A., Entrepreneurship
University of Oklahoma 2004 — 2004
N/A, Entrepreneurship
Fannie Mae December 2011 - Present
Bank of America Home Loans February 2011 - December 2011
Caliber Funding June 2010 - January 2011
Wells Fargo Financial January 2010 - June 2010
Wells Fargo Home Mortgage April 2009 - December 2009
Wachovia Mortgage FSB February 2009 - April 2009
Homecomings Financial August 2008 - September 2008
Saxon Home Mortgage/Morgan Stanley March 2007 - February 2008
Skills
Mortgage Lending, Loan Origination, Mortgage Banking, Underwriting, FHA, Loans, Non-Conforming, Residential Mortgages, Refinance, Construction Loans, FHA financing, Credit, Credit Analysis, Government Loans, Mortgage Underwriting, Banking, Credit Risk, Loss Mitigation, FNMA, USDA
Education
Tarrant County College 2007 — 2008
Wells Fargo January 2013 - Present
Wells Fargo Financial October 2004 - Present
Wells Fargo Auto Finance 2004 - Present
Education
Temple University - Fox School of Business and Management 1997 — 2002
Wells Fargo Financial 2009 - Present
DaimlerChrysler Financial 2000 - 2008
Chrysler Financial March 1998 - January 2000
Chrysler Financial January 1995 - February 1998
Chrysler Financial June 1992 - December 1995
Skills
Change Management, Project Management, Strategic Planning, Business Development, Process Improvement, Performance Management, Coaching, Team Building, Customer Satisfaction, Credit, Call Centers, Customer Service, Operations Management, Budgets, Loans, Analysis, Credit Analysis, Finance, Insurance, Forecasting, Leadership, Management, Sales, Recruiting, Sales Operations, Risk Management, Marketing, Leadership Development, Banking, Financial Services, Relationship Management, Financial Analysis, Retail
Education
The University of Connecticut School of Business
Bachelors, Marketing
Goldman Sachs October 2009 - Present
Highland Capital Management August 2008 - July 2009
Highland Capital Management November 2007 - August 2008
Highland Capital Management October 2006 - November 2007
Highland Capital Management November 2005 - October 2007
Wells Fargo Financial August 2004 - November 2005
Skills
Portfolio Management, Asset Management, Risk Management, Due Diligence, Financial Modeling, Loans, Credit Analysis, Structured Finance, Real Estate Economics, Mortgage Lending, Credit Risk, Executive Management, Corporate Finance, Alternative Investments, Credit, Real Estate, Private Equity, Project Planning, Analysis, Valuation, Fixed Income
Education
Texas Tech University - Rawls College of Business 2009 — 2011
MBA, Finance
BS Finance - Texas Tech University 2000 — 2004
Bachelor of Science, Finance
Plano East
Wells Fargo July 2007 - Present
Wells Fargo Technology Information Group September 2005 - July 2007
Wells Fargo Financial May 2004 - September 2005
Wells Fargo Home Mortgage 2002 - 2004
Fidelity Investments May 1996 - December 2001
Education
University of Cincinnati College of Business 1995 — 1995
MBA, Finance and Marketing
The George Washington University 1990 — 1994
BA, Political Science and Economics
Valley High School 1986 — 1990
High School
Cox Communications July 2012 - Present
Comcast Spotlight February 2008 - June 2012
Wells Fargo Financial April 2007 - February 2008
Wells Fargo Financial May 2006 - April 2007
Skills
Financial Analysis, Budgets, Forecasting, Financial Modeling, Accounting, Microsoft Excel, Advertising, Account Management, Leadership, Competitive Analysis, Data Analysis, Market Research
Education
Texas A&M Commerce 2011 — 2012
MBA
University of Arizona 2002 — 2006
BS, Business Economics
Land Home Financial Services April 2013 - Present
Wells Fargo Home Mortgage August 2009 - April 2013
Wells Fargo Financial October 2007 - September 2009
GreenPoint Mortgage October 2004 - October 2007
Mortgage Pros January 2002 - October 2004
Skills
Loans, Mortgage Banking, FHA, Loss Mitigation, Credit, Loan Origination, Refinance, Investment Properties, First Time Home Buyers, Commercial Lending, Real Estate Transactions, Residential Homes, Mortgage Servicing, FHA financing, Finance, VA loans, Financial Services, Residential Mortgages, Government Loans, Loan Servicing, USDA, Reverse Mortgages, Home Equity Loans, Home Equity Lines of..., Credit Analysis, Mortgage Lending, VA Loans
Education
The University of Kansas 1995 — 1998
School of Fine Arts
Wilsonart LLC March 2014 - Present
Steves & Sons, Inc. December 2010 - March 2014
City of San Antonio August 2010 - April 2011
Steves & Sons, Inc. December 2008 - December 2010
Steves & Sons, Inc. December 2006 - December 2008
Steves & Sons, Inc. February 2005 - December 2006
Steves & Sons, Inc. February 2004 - February 2005
Wells Fargo Financial September 2003 - February 2004
Skills
Strategic Planning, Retail Marketing, Sales Management, Product Development, Product Management, Product Marketing, Business Analysis, Business Intelligence, Graphic Design, Brand Management, POS Data Analysis, Forecasting, Marketing, New Business Development, Business Development, Business Strategy, Marketing Strategy, Competitive Analysis, Account Management, P&L Management, Pricing, Market Analysis
Education
Texas A&M University-Commerce 2012 — 2013
Executive MBA Program, Business Administration and Management, General, 4.0
Texas A&M University 1997 — 2003
B.S., Geography/GIS
East Central 1994 — 1997
D.B. Fitzpatrick & Co. April 2014 - Present
First Tech Federal Credit Union January 2012 - April 2014
Hopkins Financial Services February 2005 - January 2012
Alliance Title & Escrow July 2004 - May 2005
Wells Fargo Home Mortgage September 2003 - May 2004
Wells Fargo Financial February 2002 - September 2003
Education
The College of Idaho 1999 — 2001
Business Administration, Management and Marketing
Igris, LLC May 2012 - Present
Wells Fargo Home Mortgage 2011 - 2012
Magna Bank 2010 - 2011
Wells Fargo Financial April 1993 - July 2010
Wells Fargo Financial April 1993 - May 2008
Skills
Loans, Credit, Finance, Analysis, FHA, Training, Real Estate, Underwriting, Software Documentation, Auditing, Sales, Customer Service, Real Estate Transactions, Retail, Financial Services, Mortgage Lending, Refinance, Loan Origination, Mortgage Banking, Banking
Education
The University of Memphis
BBA, Marketing
Waddell & Reed August 2008 - Present
Wells Fargo Financial June 2008 - August 2008
Education
The University of Kansas 2004 — 2008
Bachelors, Economics, Psychology
Champion Houston Insurance & Realty LLC January 2008 - Present
Rapid Services Inc November 2007 - April 2010
Wells Fargo Financial May 2007 - October 2007
The Boat Seafood Restaurant January 2006 - December 2006
Brazos Valley Boys & Girls Club January 2006 - May 2006
KANM Student Radio Station September 2001 - May 2002
Texas A&M RecSports Intramural September 2000 - May 2001
Lechner Hall Student Council September 1999 - May 2000
Education
Texas A&M University
Bachelor of Arts, Political Science
TRAX Construction Company January 2005 - Present
LeasePower, LLC July 2004 - December 2004
Wells Fargo Financial December 2003 - July 2004
Skills
Financial Analysis, Contract Management, Cash Flow, Financial Reporting, Loans, Risk Management, Office Management, Accounting, Cash Management
Education
BSBA, Some Graduate School 1998 — 2003
Finance and Marketing
The Ohio State University 1998 — 2003
Aspen Technology November 2014 - Present
P2 Energy Solutions January 2012 - October 2014
ADP April 2008 - January 2012
Wells Fargo Financial June 2007 - April 2008
Skills
Cold Calling, Territory Management, Relationship Management, Salesforce.com, Sales Presentations, Building Relationships, Sales, Sales Operations, Leadership, Sales Process, Performance Management, Account Management, Direct Sales, Sales Force Development, Solution Selling, Sales Management, B2B, CRM, Talent Management, Selling, New Business Development, Business Development, Contract Negotiation, SaaS, Lead Generation, Forecasting
Education
Texas A&M University - Mays Business School 2003 — 2007
BBA, Management
Stratford High School
PNC May 2015 - Present
PNC January 2013 - May 2015
Strategic Family Wealth Counselors July 2012 - September 2012
Merrill Lynch April 2011 - July 2012
ING Financial Partners September 2010 - April 2011
Wells Fargo Financial June 2010 - September 2010
Northwestern Mutual Financial Network May 2009 - August 2009
Skills
Finance, Investments, Management, Sales Management, Customer Service, Financial Analysis, Financial Services, Microsoft Excel, PowerPoint, Leadership, Retirement Planning, Portfolio Management, Mentoring, Coaching
Education
The College of New Jersey 2006 — 2010
Bachelor of Science (B.S.), Finance
The College of New Jersey 2006 — 2010
B.S. Business Administration, Finance
American University in Rome 2009 — 2009
Finance
The American University in Rome 2009 — 2009
SunTrust Bank May 2014 - Present
SunTrust Bank August 2013 - May 2014
SunTrust Bank May 2012 - August 2013
SunTrust Bank April 2011 - May 2012
SunTrust Bank July 2008 - April 2011
Wachovia, A Wells Fargo Company May 2007 - June 2008
Wachovia, A Wells Fargo Company January 2006 - May 2007
Wells Fargo Financial June 2003 - December 2005
Skills
Consumer Lending, Banking, Sales Management, Consultative Selling, Team Building, Coaching, Customer Service, Strategic Planning, Sales Process, Finance, Portfolio Management, Financial Services, Branch Management, Leadership, Credit, Selling, Retail Banking, Lines Of Credit, Talent Management, Branch Banking, Strategy, CRM, Small Business Lending, Loans, Management, Sales
Education
The University of Georgia 2000 — 2003
Bachelors, Communication, Journalism, and Related Programs
Wells Fargo Bank March 2010 - Present
Wells Fargo Financial May 2009 - March 2010
CitiFinancial May 2008 - March 2009
CitiFinancial May 2005 - December 2007
Safeguard Services September 2004 - December 2004
Skills
Bilingual, Highly motivated..., Self-motivated Team..., Credit, Customer Satisfaction, Finance, Financial Services, Loans, Management, Portfolio Management, Sales, Selling, Customer Service, Marketing, New Business Development, Banking, Leadership
Education
Tarleton State University
Bachelor of Business Administration, Marketing
DR Horton June 2014 - Present
DR Horton March 2014 - May 2014
Medical Express, PSI February 2010 - March 2014
Wells Fargo Financial June 2008 - February 2010
Cabela's June 2005 - April 2008
Skills
Customer Service, Microsoft Excel, Administrative..., Event Planning, Microsoft Office, Invoicing, Event Management, Public Speaking, Sales, Marketing, Time Management, Account Management, Team Building, PowerPoint, Coaching, Social Media, Outlook, Microsoft Word, Inventory Management, Management, Teamwork, Training, Customer Satisfaction
Education
Texas State University 2004 — 2008
Business Administration, Management
SCORE October 2010 - Present
Wells Fargo Financial September 2010 - September 2010
Wells Fargo Financial March 2010 - September 2010
Regions Financial Corporation 2005 - 2009
AmSouth Bank 2005 - 2009
Enterprise National Bank 2000 - 2005
National Bank of Commerce 1994 - 1999
Skills
Strategic Planning, Team Building, Customer Relations, Needs Analysis, Insurance, Sales Support, Fixed Annuities, Banking, Small Business...
Education
Christian Brothers University
The University of Memphis
Bachelors
Wells Fargo Financial August 2012 - Present
Wells Fargo February 2000 - Present
Core States Bank January 1999 - January 2002
Upland Mortgage January 1998 - January 1999
Core State Bank January 1985 - January 1998
Skills
Mortgage Lending, MRA - Moodys Risk..., Stucky, Realm
Education
Temple University
Certificate, Real Estate
Yeadon High School
Diploma
Diamond Dance and Fitness April 2011 - Present
YOR Ballroom Dance February 2011 - Present
Diamond Dance and Fitness February 2010 - Present
YOR Health February 2010 - Present
Wells Fargo Financial August 2009 - February 2010
Skills
Dance, Salsa, Ballroom Dance, Theatre, Cha Cha, Waltz, Zumba, Tango, Latin, Mambo, Rumba, Teaching
Education
The Ohio State University 2005 — 2009
Logistics, Business
Mountain Valley Community Bank August 2015 - Present
United Community Bank June 2004 - August 2015
Wells Fargo Financial December 2002 - June 2004
Skills
Credit, Credit Analysis, Banking, Small Business Lending, Loans, Commercial Banking, Series 7, Financial Analysis, Commercial Lending, Underwriting, Portfolio Management, Commercial Mortgages, Mortgage Lending, Cash Management, Loan Origination, Consumer Lending, Retail Banking, Credit Risk, Risk Management
Education
The University of Georgia 2000 — 2002
BBA, Finance
Centene Corporation July 2015 - Present
Cerner Corporation April 2014 - April 2015
Cerner Corporation October 2012 - April 2014
State Street September 2010 - November 2012
Wells Fargo Financial May 2010 - September 2010
Skills
Recruiting, Internal Controls, Sales, PeopleSoft, Salesforce.com, Data Analysis, Payroll, Leadership, Investments, Forecasting, Business Analysis, Strategic Planning, Employee Benefits, Consulting, Management, Team Building, Strategy
Education
Univeristy of Kansas 2006 — 2010
Bachelor of Business Administration (BBA), Finance, entrepreneurship
University of Kansas 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Strategic Growth Real Estate September 2012 - January 2013
Brinkman Portillo Ronk, P.C. September 2011 - September 2012
Consumer Health Services May 2010 - September 2010
Wells Fargo Financial September 2008 - May 2009
The Church of Jesus Christ of Latter-day Saints 2006 - September 2008
Fidelity Investments September 2005 - May 2006
Russell & Smith September 2001 - January 2004
Skills
Legal Research, Legal Writing, Regulatory Compliance, Business Planning, Contract Preparation, Estate Planning, Tax Planning, Financial Analysis, Interviewing, Marketing, Office Management
Education
The George Washington University Law School 2009 — 2012
Doctor of Law (J.D.)
George Wythe University 2001 — 2005
Bachelor of Arts (B.A.), Liberal Arts
Humana November 2011 - Present
Wells Fargo Home Mortgage April 2011 - November 2011
Wells Fargo Financial April 2008 - April 2011
Wells Fargo and Company October 2005 - April 2008
Wells Fargo Financial November 2004 - October 2005
F&M Bank - Iowa June 2002 - November 2004
Wachovia Bank December 1999 - June 2002
Skills
Strategic Planning, Requirements Gathering, Management, CRM, Business Requirements, Business Analysis, Analysis, Vendor Management, Risk Management
Education
The University of Georgia 1994 — 1998
Fifth Third Bank May 2015 - Present
Fifth Third Bank September 2013 - May 2015
YMCA 2012 - May 2015
Fifth Third Bank May 2013 - September 2013
Fifth Third Bank September 2010 - May 2013
Wells Fargo Financial July 2003 - September 2010
Wells Fargo Financial June 2003 - June 2003
Wells Fargo Financial March 2001 - May 2003
Skills
Banking, Loans, Training, Leadership, Business Development, Budgets, Sales Management, Management, Team Building, Sales, Strategic Planning, Operations Management, Sales Operations, Recruiting, Finance, Project Management, Financial Services, Negotiation, Consumer Lending, Small Business Lending, Coaching, Credit, Branch Management, Mortgage Lending, Loan Origination, Commercial Lending, Financial Analysis, Credit Analysis, Commercial Banking, Underwriting
Education
The University of Memphis
Bachelor, Business Finance
Payless ShoeSource May 2014 - Present
RJ Reynolds October 2010 - June 2011
Wells Fargo Financial March 2009 - October 2010
US Smokeless Tobacco 2007 - 2009
Education
The University of Kansas 2004 — 2008
Sport Science, Pre-Physical Therapy
Yodle April 2013 - Present
Wells Fargo Financial December 2009 - April 2013
ACN December 2008 - April 2009
TIAA-CREF February 2007 - June 2008
Indymac Bank August 2004 - January 2007
Metro Brokers/GMAC January 2002 - January 2004
Bellsouth Telecommunicaitons February 1998 - October 2002
Skills
Applicant Tracking..., Full-cycle Recruiting, College Recruiting, Talent Acquisition, Technical Recruiting, Taleo, IQ Navigator, Recruiting, Onboarding, Interviews, Sourcing, Leadership, Human Resources, Management, Employee Relations, Temporary Placement, Hiring, Talent Management, Internet Recruiting
Education
The New School
Masters, Human Resources Management
Virginia State University
Bachelors, Business Administration
Austin Independent School District October 2011 - Present
Austin Independent School District December 2010 - Present
Wells Fargo Financial October 2006 - June 2010
Reids Cleaners August 2001 - October 2006
Skills
Management, Sales, Educational Leadership, Staff Development, Curriculum Design, Curriculum Development, Tutoring, Customer Service, PowerPoint
Education
Texas State University 2004 — 2010
Bachelor of Science, Education
Austin High School 2000 — 2004
Wells Fargo Home Mortgage September 2010 - Present
Wells Fargo Home Mortgage November 2009 - September 2010
Wells Fargo Financial August 2007 - November 2009
AmeriNET Mortgage September 2006 - July 2007
Men's Wearhouse January 1999 - January 2006
Skills
Mortgage Lending, Loss Mitigation, Mortgage Servicing, Loan Origination, Consumer Lending, Loans, Credit, Underwriting, Sales, Mortgage Banking, Mortgage Underwriting, Customer Service, Financial Risk, Credit Risk, Relationship Management, Risk Management, Loan Servicing, Non-Conforming, Credit Analysis, Refinance, Residential Mortgages, Government Loans, Building Relationships, Foreclosures, Customer Satisfaction, Banking, Management, Leadership, Sales Management, Training
Education
Texas Tech University
Bachelor of Science, Biology
MidFirst Bank February 2013 - Present
Johnson Bank June 2006 - March 2012
Chase Bank March 2004 - June 2006
First National Bank of Arizona 2002 - 2004
Wells Fargo Financial November 2001 - May 2002
Chemetco Inc. September 1999 - June 2001
Telefonos de Mexico June 1996 - August 1999
Banco Banoro September 1993 - June 1996
Skills
Project Management, Business Acumen, Key Account Management, Spanish-English, Business Development, Team Building, Peer Relationships, Commercial Lending, Small Business Lending, Sales, Leadership, Mortgage Lending, Commercial Banking, Management, Problem Solving, Financial Analysis, Finance, Banking, Risk Management, Sales Management, Wealth Management, Strong leadership values, Culturally and..., Business to Business, B2B
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1988 — 1993
Bachelor's Degree, Business Administration, Management and Operations
University of Arizona 1986 — 1988
Bachelor's Degree, Business Administration, Management and Operations
Wells Fargo Financial October 2010 - January 2011
Bank of America March 2010 - May 2010
Nationstar Mortgage June 2008 - December 2009
GMAC ResCap September 2007 - June 2008
Education
North Lake 2006 — 2007
CCNA, Networking
Texas A&M University-Commerce 2003 — 2005
B.A, Business Administrations
South San Antonio Independent School District July 2007 - Present
South San Antonio Independent School District 2002 - 2007
Wells Fargo Financial June 2000 - May 2001
Education
Southwest Texas State University 1996 — 2000
BBA, Marketing and Management
South San Antonio High School 1992 — 1996
Delaware Investments, a member of the Macquarie Group August 2012 - Present
LPL Financial July 2008 - February 2012
Wells Fargo Financial October 2007 - June 2008
Education
The College of New Jersey 2000 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
UPS Supply Chain Solutions September 2012 - Present
UPS Supply Chain Solutions June 2012 - September 2012
Wells Fargo Financial 2009 - 2011
Skills
Microsoft Office, Data Entry, Sales, Customer Service, Administrative Work, International Shipping
Education
Tarrant County College 2011 — 2013
Associate's degree, Business Administration and Management, General
Wells Fargo Financial May 2011 - Present
Bank of America June 2010 - May 2011
Bank of America July 2007 - June 2010
Marathon Petroleum Company November 2000 - July 2006
Stahl / Scott Fetzer Company August 1999 - November 2000
Skills
Six Sigma Green Belt, Analytics, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Project, Microsoft Visio, Microsoft Access, Kanban, Problem Solving, Quality Center
Education
University of Findlay 2001 — 2003
Master of Business Administration (M.B.A.), Operations Management
The Ohio State University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Operations Management
The Ohio State University 1995 — 1999
Bachelor of Science (B.S.), Biology, General
IKEA US October 2014 - Present
M&T Bank February 2013 - March 2014
Wells Fargo Financial September 2006 - November 2012
Columbia Bank September 2002 - June 2006
Target June 2001 - August 2002
Education
TESST College of Technology-Towson 2003 — 2004
certificate, Information Technology
Todd County Central High School 1988 — 1991
High School Diploma
The Community College of Baltimore County
Registered Nursing/Registered Nurse