Wells Fargo Financial
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5,123 Wells Fargo Financial employees in database. Find out everything there's to know about Wells Fargo Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Financial Employees
Thrivent Financial November 2014 - Present
JPMorgan Chase September 2010 - June 2014
Chase Bank September 2010 - January 2013
Wells Fargo Financial May 2005 - September 2010
Skills
Loans, Mortgage Lending, Banking, Mortgage Banking, Credit, Credit Analysis, Customer Service, Real Estate, Finance, Team Leadership, Team Building, Recruiting, Contract Negotiation, Commercial Banking, Financial Analysis, Talent Management, New Business Development, Customer Satisfaction, Time Management, Retail
Education
University of Alabama 2001 — 2005
Bachelor of Science, International Finance & French
Decatur High School 1997 — 2001
Blackbook January 2012 - Present
Wells Fargo Bank July 2010 - December 2011
Wells Fargo Financial January 2007 - July 2010
Wells Fargo Financial August 2005 - January 2007
AAW Inc June 2002 - January 2004
Skills
Sales Management, Retail Banking, Financial Analysis, Mortgage Lending, Consumer Lending, Customer Relations, College Recruiting, Direct Sales, Training & Development, Inside Sales, Presenter, Product Management, Telemarketing, Underwriting, Loans, Strategy, Leadership, Finance, Employee Training, Banking, Customer Service, Sales, Credit
Education
University of Alabama 1999 — 2005
Bachelor of Science, Commerce and Business Administration; Business Management
Reitz & Morton July 2012 - Present
FMV Opinions, Inc. October 2007 - August 2012
Neal Reitz & Company January 2010 - July 2012
TricorBraun April 2007 - October 2007
FMV Opinions, Inc. March 2006 - April 2007
Wells Fargo Financial December 2005 - March 2006
Education
University of California, Irvine 2001 — 2005
BA, Economics
Ask.com June 2015 - Present
Cyber2Media October 2011 - December 2014
ReachLocal February 2008 - October 2011
The Goodway Group March 2010 - September 2010
ReachLocal August 2007 - February 2008
Wholesale Lending Online October 2005 - April 2007
First NLC January 2005 - October 2005
Wells Fargo Financial August 2003 - December 2004
Skills
Google Adwords Certified, Microsoft AdExcellence..., Excel, PPC, Web Marketing, Copywriting, Microsoft Excel, Online Advertising, Google Analytics, Mobile Advertising, Yahoo Search Marketing, Google Adwords, Lead Generation, SEM, Display Advertising, Facebook, Advertising, MSN AdCenter, Local Search, Web Analytics, Marketing, Online Marketing, Digital Strategy, Search Advertising, Mobile Marketing, Conversion Optimization, Digital Marketing, Online Lead Generation, Campaign Management, Google Adwords..., PPC Bid Management, Keyword Research, A/B testing
Education
University of California, Berkeley 2000 — 2003
B.A., Economics
Flawless Interiors Inc. April 2012 - Present
Brinsmead Kennedy Architecture February 2014 - April 2014
DIALOG April 2010 - February 2014
Patron West Inc. May 2008 - March 2009
Wells Fargo Financial March 1998 - May 2008
Skills
Green Building, CAD, AutoCAD, Interior Design, Architecture, Construction Drawings, Architectural Design, Construction, Retail, LEED, AutoCAD Architecture, Architectural Drawings, Building Codes, Renovation, Drawing, Microsoft Office, Detailing, Site Planning, SoftPlan Design Software, 3D Rendering, Photo Realistic..., Residential Design
Education
Digital School 2009 — 2010
Architectural CAD Technician, Architecture
University of Alberta 1993 — 1997
Bachelor of Commerce, Marketing
BMO Harris Bank September 2013 - Present
YMCA July 2013 - March 2015
Wells Fargo July 2012 - September 2013
Schneider Logistics September 2011 - July 2012
JP Morgan Chase January 2011 - September 2011
Wells Fargo Financial July 2008 - December 2010
Skills
Customer Retention, Coaching, Banking, Team, Cold Calling, Process Improvement, Customer Satisfaction, Operations Management, Credit, Customer Service, Leadership, Management, Account Management, Recruiting, Sales, Strategy, Finance, Business Planning, Financial Analysis, Mortgage Lending, Portfolio Management, Budgets, Consumer Lending, Mergers & Acquisitions, Financial Services
Education
University of Wisconsin-Madison - School of Business
BBA, Marketing and Spanish
Universidad de Sevilla
BBA, Business and Society
Capgemini Consulting July 2015 - Present
Charles Schwab July 2010 - June 2015
Charles Schwab July 2009 - July 2010
Charles Schwab November 2007 - July 2009
Countrywide Home Loans September 2006 - November 2007
Wells Fargo Financial June 2005 - September 2006
Skills
Investments, Finance, Banking, Financial Services, Wealth Management, Asset Allocation, Retirement Planning, Portfolio Management, Investment Strategies, Asset Management
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Management & Strategy, Entrepreneurship
University of Arizona, Eller College of Management 2001 — 2005
Bachelor of Science (B.S.), Finance
Fran Design Lab January 2014 - Present
ModTimber August 2010 - Present
Bank of America Home Loans January 2010 - October 2010
Wells Fargo Financial January 2009 - February 2010
Gold Key Group, LLC January 2005 - December 2008
Southwestern Company June 2001 - August 2003
Skills
Entrepreneurship, Product Development, Online Marketing, Business Strategy, Negotiation, Organizational..., Product Design, Product Marketing, Marketing, Start-ups, CRM, Sales, Management, Marketing Strategy, Customer Service
Education
University of California, Los Angeles 2003 — 2004
B.A., History/Economics
Università degli Studi di Siena 2001 — 2003
Certificate, Design, Italian
FootPrints Home Care August 2005 - Present
Dan Lewis for Congress April 2011 - November 2011
New Mexico Educators Federal Credit Union June 2005 - October 2005
Wells Fargo Financial January 2005 - June 2005
RockWest Technology Group 2003 - 2004
Capture Technologies 2000 - 2003
Capture Technologies 1998 - 2000
Skills
Information Technology..., Personal Finance, Small Business Finance, Business Risk Management, Project Management, Business Systems..., Spreadsheet design, Cash flow management, Leadership, Small Business..., Small Business, Start-ups, Entrepreneurship, Business Strategy, Strategy, Healthcare, Cash Flow, Home Care, Risk Management, Marketing Strategy, System Development, Management, Spreadsheets, Information Technology, Sales, Team Building, Fundraising, Coaching, Process Improvement, Executive Management, Financial Analysis, Training, Strategic Planning, Product Development, Performance Management, Business Planning, Mergers & Acquisitions, Budgets, New Business Development, Elder Care, Business Intelligence, Finance, Human Resources, Long-term Care, Leadership Development, Time Management, Business Process
Education
University of California, Berkeley 1994 — 1997
Political Science and Government
Granite Solutions Groupe, Inc. October 2014 - Present
Fisher Investments October 2011 - June 2014
Recognos Inc March 2010 - November 2011
Honorary Consulate of Romania San Francisco October 2006 - November 2009
Wells Fargo Financial September 2006 - July 2007
American-Romanian Student Association September 2004 - July 2006
Ministry of European Integration, Romania May 2004 - August 2004
Recognos Inc June 2003 - August 2003
Fisher Investments June 2000 - August 2000
Skills
Research, Project Management, Finance, Business Analysis, Spanish, Customer Support, Economics, French, Statistics, German, English, Leadership, Microsoft Office, Start-ups, Business Strategy, Marketing, Analysis, Public Relations, Data Analysis, Entrepreneurship, Event Management, Management
Education
University of San Francisco 2007 — 2009
2009 Masters of Arts; 2005Bachelor of Arts, Masters Degree in Economics
University of California, Davis 2004 — 2005
BA, Economics, International Relations
George Cosbuc" German Language High School, Cluj 1995 — 1999
Baccalaureate Degree
Bank of the West- Consumer Real Estate Services March 2015 - Present
Nationstar Mortgage 2012 - 2014
Citi 2009 - 2012
Citi- Citicorp Trust Bank 2007 - 2009
Bank of America 2002 - 2007
Conseco 1999 - 2002
Associates Financial Svc 1997 - 1999
Wells Fargo Financial 1991 - 1997
Skills
Six Sigma, Banking, Risk Management, Mortgage Lending, Portfolio Management, Process Improvement, Loans, Credit, Relationship Management, Operations Management, Underwriting, Vendor Management, Management, Leadership, Business Process..., Strategic Planning, Strategy, Change Management, Cross-functional Team..., Financial Risk, Mortgage Banking, Business Development, Business Analysis, Executive Management, Regulatory Affairs, Recruiting, Executive Reporting, Board of Directors..., Investor Relations, Strategic Leadership, Business Analytics, P&L Management, Management Consulting, Operational Risk..., Organizational..., Crisis Management, Turn Around Management, Business Unit Start-up, Driving Growth, Expense Management, Leadership Development, Organizational..., Quality Management
Education
University of Alabama
BS- Commerce and Business Administration, Corporate Finance
Advisory Research, Inc. September 2014 - Present
Mercer Investments December 2012 - September 2014
Mercer Investment Consulting (Formerly Hammond Associates) September 2010 - December 2012
Wells Fargo Financial April 2010 - August 2010
U.S. House of Representatives July 2009 - August 2009
United States Senate May 2009 - June 2009
Education
Washington University in St. Louis 2014 — 2016
Master of Business Administration (MBA)
Truman State University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Truman State University 2005 — 2009
Bachelor of Arts (B.A.), Economics
Wells Fargo May 2014 - Present
Wells Fargo July 2009 - May 2014
Wells Fargo July 2005 - July 2009
Wells Fargo Financial 2006 - 2009
Skills
Loans, Credit, Credit Analysis, Credit Risk, Banking, Mortgage Lending, Loan Origination, Financial Analysis, Commercial Banking, Portfolio Management, Consumer Lending
Education
University of California, Davis 2001 — 2005
Bachelor of Arts (B.A.), Economics
Pulte Mortgage January 2013 - January 2014
Specialized Loan Services April 2011 - January 2013
Wells Fargo Financial August 2010 - February 2011
Aurora Loan Services April 2009 - August 2010
Manpower 2003 - 2003
Education
Universidad Nacional Autonoma de Mexico 1984 — 1988
Bachelor of Business Administration (B.B.A.)
Universidad Nacional Autónoma de México 1984 — 1988
Bachelor of Business Administration (B.B.A.)
Southern Wine & Spirits October 2011 - Present
Southern Wine & Spirits March 2006 - September 2011
Southern Wine & Spirits September 2005 - March 2006
Southern Wine & Spirits August 2004 - September 2005
MCA Consultants July 2003 - June 2004
BAX Global August 2002 - May 2004
California Lieutenant Governor, Cruz M. Bustamante April 2002 - July 2002
Countrywide Home Loans December 1998 - May 2001
Wells Fargo Financial July 1997 - December 1998
Skills
Brand Management, Marketing Strategy, Sales, Inventory Management, Market Research, Profit Margins, Pricing Strategy, P&L Responsibility, Policy Analysis, Sales Presentations, Business Intelligence..., Sales Analysis, Customer Service, Key Account Development, Writing, Multicultural Marketing, Leadership, Management, Sales Management, Brand Development
Education
Cornell University
Certificate in Strategic Marketing
Society of Wine Educators
Certified Specialist of Spirits (CSS)
California State University, Long Beach
Master's Degree, Public Policy & Administration
UCLA
Bachelor's Degree, Political Science
JP Morgan Chase July 2012 - Present
JPMorgan Chase January 2011 - July 2012
Bank of America October 2009 - January 2011
Bank of America September 2007 - October 2009
Bank of America January 2006 - August 2007
Wells Fargo Financial June 2005 - January 2006
Skills
Treasury Management, Banking, Cash Management, Liquidity Management, Commercial Banking, ACH, Lockbox, Portfolio Management, Business Development, Cross Selling, Payments, Relationship Management, Sales Management, Treasury, Finance, Financial Services
Education
University of California, Davis 2001 — 2005
BS, Managerial Economics
ADP June 2013 - Present
ADP May 2010 - Present
Wells Fargo Financial May 2009 - May 2010
Skills
Payroll, Training, Leadership, Sales Operations, Human Resources, Financial Analysis, Account Management, Small Business, Finance, Sales, Customer Service, Cold Calling, 401k, Time Management, Credit Analysis, Accounting, Microsoft Excel, Leadership Development, Microsoft Office, Employee Benefits, Salesforce.com, Loans, Applicant Tracking..., Credit
Education
University of Arizona, Eller College of Management
Bachelor of Science (B.S.), Finance
Equinix April 2012 - Present
Health Net February 2008 - February 2012
Wells Fargo Financial January 2006 - June 2007
Wells Fargo Financial November 2004 - January 2006
Skills
Financial Modeling, Budgets, Financial Reporting, Strategy, Forecasting, Strategic Planning, Financial Analysis, Microsoft Excel, Analysis, Variance Analysis, Portfolio Management, SAP, Data Analysis, Essbase, Leadership, Finance, Mergers & Acquisitions
Education
University of California, Berkeley 2000 — 2004
B.A, Economics
Angel Oak Home Loans LLC February 2015 - Present
Guaranteed Rate March 2014 - February 2015
Wells Fargo Home Mortgage January 1994 - March 2014
Wells Fargo Financial January 1994 - 2002
Skills
FHA, VA loans, Mortgage Banking, Mortgage Lending, Short Sales, Credit, REO, Loans, Mortgage Underwriting, Sales, Residential Mortgages, Finance, Team Building, USDA, Sellers, Loan Origination, Residential Homes, Underwriting, Small Business Lending, Foreclosures, Insurance, Refinance, New Business Development, Investment Properties, Commercial Lending, Financial Services, Certified Mortgage..., Credit Analysis, Consumer Lending, Real Estate, Real Estate Financing, Retail Banking, Investors, First Time Home Buyers, Referrals, Commercial Banking, Cold Calling, Selling, Cross Selling, Sales Management, Government Loans, Condos, Customer Service, Loss Mitigation, Reverse Mortgages, Account Management, Banking, FHA financing, Construction Loans, Portfolio Management
Education
University of Arkansas at Monticello 1990 — 1994
Business Administration, Management
Petro 49, Inc. March 2015 - Present
Alaska Regional Hospital January 2013 - March 2015
State of Alaska, Division of Legislative Audit November 2010 - July 2012
Wells Fargo July 2007 - November 2010
Wells Fargo Financial August 2005 - July 2007
Skills
Accounting, Auditing, Financial Accounting, Internal Controls, Tax, General Ledger, QuickBooks, Account Reconciliation, GAAP, Accounts Payable, Bookkeeping, Accounts Receivable, Financial Analysis, Management, Internal Audit, External Audit, Financial Reporting, Sales, Sales Presentations, Microsoft Office, Banking, Finance, Analysis, Financial Statements, Credit, Access, Revenue Recognition, Payroll, Budgets, Managerial Finance, Microsoft Excel, Cash Flow, Customer Service
Education
University of Alaska Anchorage 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
University of Alaska Anchorage 2008 — 2009
Bachelor of Business Administration (BBA), Accounting
University of Alaska Fairbanks 1998 — 2003
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Neighbor Foundation October 2004 - Present
Wells Fargo Bank October 2008 - October 2010
Wells Fargo Financial October 2007 - October 2008
Enterprise Rent-A-Car Rental Car Agency January 2007 - October 2007
University of Alabama August 2005 - June 2006
Skills
Sales, Direct Sales, Direct Marketing, Multi Tasking, Event Planning, Business Development, B2B Marketing, Office Administration, Typing, Customer Service
Education
University of Alabama 2002 — 2006
Bachelor of Arts (B.A.), Business/Corporate Communications
Boyd Buchanan High School 1998 — 2002
Wells Fargo April 2004 - Present
Wells Fargo Financial August 1997 - April 2004
Wells Fargo Financial June 1990 - August 1997
American Cyanamid January 1985 - June 1990
Skills
Program Management, PMP, Project Management, Quality Assurance, Business Requirements, Software Development, Use Case, Finance, Test Cases, Strategic Planning, Process Improvement, Risk Management, Management, Vendor Management, Business Process..., Banking, Software Development..., SQL, Business Analysis, SDLC, Agile Methodologies, Change Management
Education
Universidad de Puerto Rico 1971 — 1978
BA, Information Technology
C1 Bank July 2015 - Present
Bank of America April 2013 - July 2015
TCM Bank, N.A. January 2012 - April 2013
Fifth Third Bank September 2009 - January 2012
Wells Fargo Financial July 2008 - September 2009
National Action Financial Services November 2008 - July 2009
Skills
Mortgage Underwriting, Credit Risk, Credit Analysis, Credit, Lines Of Credit, Loans, Finance, Consumer Lending, Small Business Lending, Mortgage Banking, Refinance, Microsoft Office, Customer Service, Relationship Management, Credit Cards, FHA, Retail Banking
Education
University at Buffalo 2003 — 2007
Bachelor of Arts (B.A.), Communication, General
Financial Industry Regulatory Authority (FINRA) August 2014 - Present
US Securities and Exchange Commission September 2013 - April 2014
Financial Industry Regulatory Authority May 2013 - August 2013
NYS Office of the Attorney General, Investor Protection Bureau June 2012 - July 2012
JPMorgan Chase August 2010 - August 2011
Wells Fargo Financial June 2009 - July 2010
Skills
Securities Regulation, Westlaw, Securities Litigation, Securities, Sales, Research, Lexis, Legal Writing, Legal Research, Investigation, Fraud, Financial Regulation, Finance, Enforcement, Document Review, FINRA, Management, LexisNexis
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2013 — 2014
Doctor of Law (JD)
State University of New York at Buffalo 2011 — 2013
Doctor of Law (JD), Financial Transactions
State University of New York at Albany 2005 — 2009
Bachelor of Science (BS), 1. Financial Market Regulation, 2. Business Administration, Finance and IT Management
SBA Communications November 2011 - January 2015
SBA Network Services August 2007 - November 2011
Altec August 2006 - August 2007
AmSouth Bank March 2006 - August 2006
Mauldin & Jenkins, LLC January 2005 - March 2006
Wells Fargo Financial May 2003 - November 2003
Skills
Microsoft Office, Financial Analysis, Auditing, Forecasting, Contract Management, Real Estate, Process Improvement, Accounting, Telecommunications, Cellular Communications, Strategy, Customer Service, Vendor Management, Wireless, Operations Management, Sarbanes-Oxley Act, Management, Leadership, Budgets, Analysis, Project Management
Education
University of Alabama 2003 — 2004
Masters of Accountancy, Accounting
University of Alabama 1999 — 2003
Bachelor of Science, Accounting
Crowe Horwath LLP September 2014 - June 2015
JPMorgan October 2007 - June 2011
Wells Fargo Financial 2005 - 2007
United States Marine Corps 1998 - 2003
Skills
Microsoft Excel, Microsoft Office, Accounting, PowerPoint, Management, Time Management, Equities, Finance, Financial Analysis, Securities, Fixed Income, Financial Reporting, Microsoft Word, Teamwork, Auditing, Customer Service
Education
University of Tennessee-Knoxville 2013 — 2014
Masters of Accountancy, Accounting
University of Tennessee-Knoxville 2012 — 2013
Bachelors of Science, Accounting
University of Arizona, Eller College of Management 2003 — 2006
Bachelors of Science, Finance
Innovative Dining Group January 2013 - Present
NBC Universal, General Electric, Comcast March 2000 - 2013
Gap Inc. 1997 - 2000
Wells Fargo Financial 1991 - 1995
Skills
Entertainment, Pricing, Strategy, Retail, Management, Financial Analysis, Forecasting, Concerts, Strategic Planning, Operations Management, Financial Modeling, Apparel, Budgets, Long Range Planning
Education
University of California, Los Angeles - The Anderson School of Management 1996 — 1998
MBA, Management
University of Oregon - Charles H. Lundquist College of Business 1987 — 1991
BS, Finance and Management
Intersect ENT March 2013 - Present
Acclarent October 2011 - February 2013
Synthes July 2006 - November 2011
Novartis 2006 - 2006
Wells Fargo Financial 2003 - 2005
Skills
Medical Devices, ENT, Managed Care, Market Development, Orthopedic, Product Launch, Cardiology, FDA, Disposables, Capital Equipment, Healthcare, Hospitals, Surgery, Operating Room, Surgeons, Product Development, Cross-functional Team..., Pharmaceutical Sales, Endocrinology, Surgical Instruments, Urology, Sales Force Development, Sales Operations, Sales Effectiveness, Orthopedics
Education
University of California, Davis 1999 — 2003
Bachelor of Arts, Communication
Università per Stranieri di Siena 2001 — 2001
Italian
Wells Fargo Bank August 2010 - Present
Wells Fargo Financial December 2009 - August 2010
WTVA-TV Inc. September 2003 - June 2006
Education
University of Alabama 2006 — 2009
2009, Communications
DocuSign January 2014 - Present
Blue Shield July 2009 - Present
AAA September 2008 - July 2009
JP Morgan Chase September 2007 - September 2008
JPMorgan Chase July 2006 - August 2007
JPMorgan Chase October 2005 - June 2006
Wells Fargo Financial January 2005 - October 2005
Celerity Consulting Group June 2002 - January 2004
Skills
Direct Marketing, Marketing, Customer Acquisition, Access, Analytics, Cross-functional Team..., Email Marketing, Management, Direct Mail, SEM, Strategy, Web Analytics, Database Marketing, Lead Generation, Integrated Marketing, Online Marketing, Web Marketing, Marketing Strategy, Marketing Communications, Leadership, Data Analysis
Education
University of California, Davis 1997 — 2002
Bachelor of Science (BS), Economics & minor in Computer Science
John Deere Financial November 2014 - Present
John Deere August 2012 - November 2014
Aviva plc November 2008 - August 2012
Wells Fargo Financial August 2007 - October 2008
Raytheon Technical Services Company May 2006 - April 2007
United States Air Force May 2001 - March 2006
Skills
Program Management, Process Improvement, Vendor Management, Requirements Analysis, Business Analysis, Software Project..., PMO, Project Management, SDLC, Project Portfolio..., Requirements Gathering, Business Requirements, PMP, Business Process..., Resource Management, Visio, Software Documentation, SharePoint, Project Delivery
Education
United States Air Force Academy 1997 — 2001
BS, Biology
Lincoln Financial Group September 2015 - Present
JD Appraisal Services, LLC July 2013 - Present
Merrill Lynch June 2010 - July 2013
Bank of America June 2009 - June 2010
Wells Fargo Financial November 2003 - May 2009
Skills
Wealth Management, Series 7, Securities, Retirement, Investment Advisory, Financial Analysis, Mutual Funds, Asset Allocation, Insurance, Financial Modeling
Education
University of Arizona 1998 — 2002
Authentically Mexican Deliciously Vegetarian April 2013 - Present
EDMC, The Art Institute of New York City July 2010 - September 2015
MasterChef January 2013 - January 2014
EDMC, South University December 2009 - June 2010
Wells Fargo Financial June 2008 - November 2009
Skills
Recruiting, Adult Education, Admissions, Public Speaking, Staff Development, Enrollment Management, Organizational Behavior, Customer Service, Conflict Resolution, Leadership, Cold Calling, Critical Thinking, Coaching, Training, Admissions Counseling, Student Recruiting, Higher Education, Interviews, College Recruiting, Career Counseling, Resume Writing, Retaining Customers, Student Development, Marketing, Leadership Development, Sales, Career Development, Student Affairs, Program Management, Campus, Culinary Skills
Education
University of Arizona 2004 — 2008
BS, Business Administration
Gunn Financial Associates October 2008 - Present
Aegis Wealth Group May 2007 - October 2008
Wells Fargo Financial February 2005 - May 2007
Skills
Investment Strategies, Alternative Investments, Tax Reduction Strategies, Retirement Planning, Estate Planning, Wealth Management, Residential Mortgages, Tax, Investments, Wealth Management..., FINRA, Finance, Investment Advisory, Retirement, Stocks, Mutual Funds, Credit, Mortgage Lending, Strategic Financial..., Series 63, Financial Planning
Education
University of Utah - David Eccles School of Business 2002 — 2005
BA Finance, Spanish
Boston Institute of Finance
Financial Planning
University of California, Los Angeles
Financial Planning
Mogl March 2015 - Present
Puzzle Piece June 2014 - March 2015
SEOP April 2014 - January 2015
AppStack, Inc. July 2012 - November 2013
eLocal Listing May 2008 - July 2012
Wells Fargo Financial 2007 - 2008
Culver Careers 2006 - 2007
Skills
CRM, Collaborative Problem..., Forecasting, Recruiting, Functions, Online Marketing, Account Management, Business Development, Operations Management, PPC, Process Improvement, Social Media Marketing, Salesforce.com, Online Advertising, Time Management, Customer Acquisition, Marketing Strategy, Macro, Cold Calling, SEM, Executive Management, E-commerce, Management, Project Management, Negotiation, Employee Training, Change Management, SEO, Search, Networking, Start-ups, Leadership, Google Adwords, Business Strategy, Customer Satisfaction, Microsoft Office, Budgets, Social Networking, Project Planning, Training, Sales Management, Product Management, Strategy, Local Search, Mobile Marketing, Technical Recruiting, Customer Service, Strategic Partnerships, Strategic Planning, Team Leadership
Education
University of California, Irvine 2002 — 2006
Vail Resorts November 2014 - Present
PETCO Animal Supplies, Inc. February 2013 - October 2014
Caesars Entertainment Corporation August 2011 - November 2012
Caesars Entertainment Corporation July 2007 - August 2011
Caesars Entertainment Corporation April 2006 - July 2007
Caesars Entertainment Corporation April 2005 - April 2006
UC Irvine The Paul Merage School of Business June 2003 - September 2003
FiCore Funding March 2001 - September 2001
Wells Fargo Financial September 2000 - March 2001
Lanier Worldwide January 2000 - September 2000
Skills
Loyalty Marketing, Data Segmentation, Competitive Intelligence, Analytics, Database Marketing, Marketing Analytics, Project Planning, Marketing Strategy, Marketing Research, Market Planning, Competitive Analysis, Segmentation, Customer Insight, Casino, Direct Marketing, Loyalty Programs, Relationship Marketing, Email Marketing, Marketing Management, CRM, Gaming Industry, Market Analysis, Market Research, Marketing, Business Development, Leadership, Analysis, Management, Direct Mail, Strategy, Business Strategy, Team Leadership, Customer Acquisition
Education
University of California, Irvine - The Paul Merage School of Business 2002 — 2004
Masters, Business Administration; quantitative and strategic marketing
University of California, San Diego
Bachelors of Science, Political Science
American Express Global Corporate Payments August 2014 - Present
OneMain Financial April 2007 - August 2014
Wells Fargo Financial August 2000 - April 2007
Skills
Mortgage Lending, Real Estate, Sales, Management, Training, Portfolio Management, Loan Origination, Credit, Consumer Lending, Business Development, Leadership
Education
University of Arizona, Eller College of Management 1995 — 2000
Finance, Busines Management, Spanish
University of North Carolina at Chapel Hill 1998 — 1998
Spanish -Foreign Study Abroad Program - Sevilla, Spain
Getty Images July 2010 - Present
Getty Images April 2004 - July 2010
Getty Images September 2003 - April 2004
Wells Fargo Financial September 2002 - May 2003
Skills
Storytelling, Photography, Digital Photography, Editorial, Digital Media, Editing, Magazines, CRM, Documentaries, Photos, Post Production, Image Editing, Video, Photojournalism, Social Media, Film
Education
University of Iowa 1998 — 2002
BA, English, Cinema, Spanish
University of Aberdeen 2000 — 2001
non-grad, English and Film
Universidad de Guanajuato 1999 — 1999
non-grad, Mexican Art & History, Spanish language
Landmark Bank April 2012 - Present
Wells Fargo Home Mortgage April 2011 - April 2012
Wells Fargo Financial May 1990 - October 2010
Skills
Mortgage Lending, Loan Origination, Credit, Mortgage Banking, Banking, Credit Analysis, Consumer Lending, Coaching, Refinance, Loans, Recruiting, Sales, Sales Operations, Management, Relationship Management, Residential Mortgages, Small Business Lending, Sales Management, Underwriting, FHA, Branch Management, Commercial Banking, Financial Services
Education
Truman State University 1986 — 1990
BS, Finance/Management
Technology Project Management, Inc. March 2010 - Present
NuTech Solutions June 2008 - October 2009
Bank of America April 2004 - May 2005
Advanced Computer Technology Inc. March 2002 - March 2004
Watson Wyatt February 2001 - February 2002
Wells Fargo Financial December 1998 - December 2000
Reliable Financial Services January 1997 - December 1999
Reliable Financial Services August 1992 - December 1998
Elias Consulting Services January 1989 - December 1992
Prudential Bache Capital Funding January 1987 - December 1989
Education
Universidad de Puerto Rico 1981 — 1985
B.S., Mathematics/Computer Science
Intuit's Demandforce January 2015 - Present
Intuit's Demandforce August 2012 - December 2014
Robert Half Technology January 2011 - July 2012
Wells Fargo Financial September 2007 - December 2010
Greater Bay Bancorp October 2004 - September 2007
CompUSA June 2000 - August 2004
Skills
Management, Sales Management, Team Leadership, System Administration, Salesforce.com, SaaS, SQL, Scripting, Business Intelligence, Sales, Information Technology, Consulting, Vendor Management, Account Management, Recruiting, Help Desk Support, Interviews, Networking, Technical Recruiting, Cloud Computing, Technical Support, Temporary Placement, Troubleshooting, Internet Recruiting, Cold Calling, SDLC, Network Administration, Enterprise Software, CRM, Computer Hardware, Disaster Recovery, Integration, Microsoft Technologies, Systems Analysis, Computer Engineering, Data Center, New Business Development, Databases, Client Development, Data Management, Automation, Algorithms, IT Management, Trainers, Infrastructure, Applicant Tracking..., Operating Systems, Search, Web Applications, Mentoring
Education
University of California, Davis 2000 — 2004
BS, Computer Engineering
Concord High School 1996 — 2000
Mercy August 2012 - Present
Kforce Technology Staffing November 2009 - August 2012
Reliant Care Rehabilitative Services May 2009 - November 2009
Keystone Staffing May 2006 - January 2009
Business Training Library September 2005 - May 2006
Wells Fargo Financial January 2003 - December 2004
Skills
Recruiting, Technical Recruiting, Sourcing, College Recruiting, Cold Calling, Internet Recruiting, Onboarding, Applicant Tracking..., Talent Acquisition, Human Resources, Career Development, Marketing, Staffing Services, Time Management, Screening Resumes, Temporary Placement, Training, Employee Training, Healthcare, Interviews, Contract Recruitment, Temporary Staffing, Hiring, Benefits Negotiation, Permanent Placement, Talent Management, Job Fairs, Staff Augmentation, New Hire Orientations, Resume Writing, Executive Search, Employee Relations, Workforce Planning, Screening, Building Relationships, Management
Education
Truman State University 1998 — 2002
Bachelor of Arts, Communication - Journalism, emphasis in marketing
Alaska USA November 2014 - July 2015
KeyBank September 2004 - November 2014
Wells Fargo Financial October 2001 - September 2004
Skills
Banking, Credit, Loans, Mortgage Lending, Management, Customer Service, Leadership, Retail Banking, Consumer Lending, Credit Analysis, Commercial Banking, Analysis, Process Improvement, Microsoft Office
Education
University of Alaska Southeast 2009 — 2011
Associates, Business Admin
Expeditors International August 2014 - Present
Expeditors International August 2009 - August 2014
Expeditors International May 2004 - August 2009
Wells Fargo Financial August 2003 - May 2004
Skills
Logistics, International Logistics, Transportation, Supply Chain Management, Freight, Customs Regulations, Sales Management, Salesforce.com, Customer Service, Freight Forwarding, Microsoft Excel, Project Planning, Logistics Management, Supply Chain, Transportation...
Education
University of Alabama 1999 — 2003
Bachelor's degree, Business Administration and Management, General
Bank of America July 2015 - Present
Sunbelt Medical Management April 2015 - July 2015
JPMorgan Chase August 2013 - April 2015
Wells Fargo Financial May 2007 - March 2013
Skills
Sellers, Marketing, Mortgage Lending, Loans, Residential Homes, Title Insurance, Real Estate, Escrow, Cold Calling, Management, Merchant Card Processing, Banking Relationships, Employee Benefits, PEO, Human Resources, Sales Management, Sales, Business Development, Strategy, Leadership, Insurance, Banking, Business Process, Business Process..., Risk Management, Finance, Sales Process, Lead Generation
Education
University of Arizona 2003 — 2007
Bachelor of Arts (B.A.), Communication and Business Management
Sedona Red Rock High School
TIBCO Software Inc. January 2013 - Present
StreamBase Systems (Acquired by TIBCO) November 2009 - December 2012
Wells Fargo Financial January 2009 - November 2009
First Boston Mortgage May 2007 - January 2009
RuffaloCODY 2007 - 2009
Skills
Lead Generation, Salesforce.com, Sales, SaaS, Cold Calling, Sales Operations, Strategy, Electronic Trading, B2B, Business Development, Enterprise Software, Cloud Computing, CRM, Strategic Partnerships, Solution Selling
Education
Tufts University 2005 — 2008
Political Science:, Campaign Architecture & Execution, Voter Suppression Strategies
Tufts University 2005 — 2008
Bachelor's degree
Compass Group June 2014 - Present
Cintas November 2013 - July 2014
Pan American Laboratories March 2011 - April 2013
AT&T September 2009 - March 2011
Ameriquest Mortgage October 2004 - July 2006
Wells Fargo Financial December 2003 - October 2004
Skills
Account Management, Relationship Management, Resource Management, Project Coordination, Contract Negotiation, Sales and Marketing, Problem Resolution, Strategic and Tactic..., New Business Development, Sales Forecasting, Medical Sales, Pharmaceutical Sales, Cold Calling, Customer Satisfaction, Leadership, Managed Care, Management, Program Management, Sales, Sales Management, Selling, Strategy, Team Leadership, Training, Troubleshooting
Education
Webster University 2010 — 2014
Master of Business Administration (MBA), Business
University of Alabama 1999 — 2003
Communications, Public Relations/Image Management
Comerica Bank August 2014 - Present
Comerica Bank July 2013 - August 2014
Wells Fargo October 2012 - July 2013
Wells Fargo Bank August 2010 - September 2012
Wells Fargo Financial February 2006 - August 2010
Primerica January 2000 - January 2005
Alameda Co Public Defender January 1990 - January 2002
Alameda Co Probation Dept January 1985 - January 1990
Skills
Banking, Loans, Consumer Lending, Credit, Retail Banking, Small Business Lending, Cross Selling, Lines Of Credit, Deposits, Mortgage, Home Equity Loans, Credit Analysis, Mortgage Lending, Financial Services, Refinance, Loan Origination, Commercial Lending, Commercial Banking, Home Equity Lines of..., Branch Management, Residential Mortgages, Mortgage Banking, Leadership, FHA, Credit Cards, Branch Banking, Finance, Notary Public, Relationship Management, Underwriting, Retirement Planning, Treasury Management, Cash Management
Education
U C Berkeley 1980 — 1985
Sociology
University of California, Berkeley 1980 — 1985
New Age Charm September 2013 - Present
International Council of Shopping Centers April 2012 - Present
Innovate CV May 2011 - November 2011
Steiner Sports September 2009 - April 2011
Wells Fargo Financial June 2008 - August 2009
Skills
Sales, New Business Development, Negotiation, B2B, Account Management, Social Media, Business Development, Start-ups, Marketing, Social Media Marketing, Social Networking, Event Management, Marketing Strategy, Cold Calling, Email Marketing, E-commerce, Digital Marketing, Contract Negotiation, Advertising, SaaS
Education
State University of New York at Albany
Bachelor of Science in Business Administration, Dual Major in Finance & Marketing, 3.8
Richards Rodriguez & Skeith LLP May 2015 - Present
Marlette Funding January 2014 - April 2015
NewComLink September 2011 - January 2014
Dell February 2002 - September 2011
Wells Fargo Financial June 2000 - February 2002
Discover Financial Services August 1997 - June 2000
Mercury Finance Company January 1997 - August 1997
CCH October 1992 - January 1997
Minsky, McCormick & Halligan May 1992 - October 1992
U.S. Department of Justice September 1991 - May 1992
Skills
Privacy Law, Corporate Law, Licensing, Corporate Governance, Software Licensing, Contract Negotiation, Due Diligence, Risk Management, Employment Law, Data Privacy, Legal Assistance, Sarbanes-Oxley Act, Litigation, Finance, Cross-functional Team..., Corporate Finance, Management, Outsourcing, Strategy, Trademarks, Financial Services, Negotiation, Leadership
Education
Tulane University Law School 1988 — 1991
JD, Law
University of Chicago 1984 — 1988
AB, Geography
Southland Data Processing, Inc. July 2010 - Present
Wells Fargo Financial August 2004 - May 2010
Skills
SaaS, Salesforce.com, Account Management, Benefits Administration, Sales Management, Strategic Planning, Payroll, Recruiting, Sales, Marketing, Human Resources, B2B, Management, Strategy, New Business Development, Marketing Strategy, Lead Generation, Direct Sales, Leadership, Cold Calling, Interviews, Time Management, Sales Process, Small Business, Strategic Partnerships, Solution Selling, Sales Operations, Training, Customer Service, Business Planning, Event Planning, Sales Presentations, Team Leadership, Team Building, Business Strategy, Selling, Competitive Analysis, Customer Retention, Business Development, Leadership Development, Employee Benefits, Social Media, Coaching, CRM
Education
University of La Verne College of Law 2011 — 2014
Juris Doctor (J.D.)
University of Arizona 2000 — 2004
BSBA
Claremont High School 1996 — 2000
Zebra Technologies September 2014 - Present
Motorola Solutions April 2014 - September 2014
Motorola Solutions August 2012 - April 2014
Motorola Solutions June 2012 - August 2012
State Farm Insurance July 2010 - June 2011
Wells Fargo Financial June 2010 - June 2011
Giant Food February 2006 - August 2009
Skills
Forecasting, Data Analysis, Salesforce.com, Financial Analysis, Sales, Microsoft Office, Market Analysis, Supply Chain Management, Collaborative Problem..., Oracle E-Business Suite, Sales Enablement, Metric Development, Demand Forecasting, Supply Chain, Team Leadership, Strategic Partnerships, Business Process..., Mobile Computing, Barcode Scanners, Project Management
Education
University of Baltimore 2011 — 2012
MBA, 4.0
University of Delaware 2007 — 2011
B.S., Finance, Marketing
Kaiser Permanente May 2015 - Present
Kaiser Permanente February 2012 - May 2015
The Dannon Company June 2010 - September 2010
Wells Fargo Financial July 2005 - August 2009
Skills
Strategy, Marketing Strategy, Marketing, Analysis, Analytics, Data Analysis, Strategic Planning, Market Planning, Competitive Analysis, Customer Insight, Market Research, Brand Management, Leadership, Management, Forecasting, Pricing, Market Analysis, Business Analysis, Strategic Partnerships, Microsoft Excel, Tableau, Sales
Education
University of California, Davis - Graduate School of Management 2009 — 2011
MBA, Marketing and Strategy
University of California, Davis 2001 — 2005
B.A., Economics and Sociology-Organizational Studies
Advent Software May 2013 - Present
Signature Development Group, Inc. September 2012 - December 2012
Anvil Builders Inc. July 2011 - December 2011
Northwestern Mutual November 2007 - July 2010
Mass Mutual April 2007 - November 2007
Wells Fargo Financial January 2006 - December 2006
Skills
Retirement Planning, Strategic Financial..., Fixed Annuities, Series 7, Investments, Series 63, Disability Insurance, Mutual Funds, Life Insurance, Insurance, Retirement, Wealth Management, Financial Analysis, Securities, Asset Allocation, Business Development
Education
University of California, Davis - Graduate School of Management 2010 — 2012
MBA, Marketing and Organizational Behavior
University of California, Davis 2001 — 2006
B.A., Economics and History
Coldwell Banker Residential Brokerage March 2015 - Present
Citizens Fidelity Mortgage September 2001 - January 2006
Wells Fargo Financial September 1993 - September 2000
Skills
Customer Service, Leadership, Public Speaking, Program Management, Team Leadership, Sales Management, Coaching, Photoshop
Education
University of Alabama 1988 — 1993
Bachelor of Science (B.S.), Interior Design and Marketing
Wells Fargo Bank April 2013 - Present
Wells Fargo Bank August 2010 - April 2013
Regions Bank December 2008 - August 2010
Wachovia Bank November 2005 - October 2008
Wells Fargo Financial May 2004 - November 2005
Education
University of Alabama at Birmingham 2008 — 2010
Master of Business Administration
University of Alabama 2000 — 2004
Bachelor of Science, Business Management
Publicis March 2012 - Present
Ladies & Gentlemen August 2011 - March 2012
MIR May 2010 - July 2011
MIR October 2009 - May 2010
Cliff Freeman & Partners February 2009 - September 2009
Wells Fargo Financial January 2007 - September 2008
Skills
Creative Strategy, Strategy, Digital Strategy, Digital Marketing, Digital Media, Mobile Marketing, Mobile Devices, Interactive Marketing, Advertising, Brand Development, Social Media
Education
University of Alabama 2002 — 2006
Bachelor of Science, Marketing
Alabama Allergy & Asthma Center September 2013 - Present
KH Creative February 2002 - Present
Coats & Co., Inc. March 2002 - July 2006
Wells Fargo Financial August 2001 - June 2002
Skills
Loans, Finance, Credit, Mortgage Lending, Refinance, Management, Real Estate, Customer Service, Construction Loans, Sales, Public Speaking, Leadership
Education
University of Alabama at Birmingham 2008 — 2012
Accounting, 4.0
University of Florida 1997 — 2001
Bachelor of Business Administration (BBA), Finance and Financial Management Services, 3.56
Al-Razaq Computing Services October 2014 - Present
BBVA Compass September 2012 - September 2014
Wells Fargo Bank September 2010 - September 2012
Wells Fargo Financial April 2010 - September 2010
Skills
Loans, Credit, Credit Analysis, Cross Selling, Mortgage Lending, Loan Origination, Banking, Retail Banking, Mortgage Banking, Consumer Lending, Underwriting, Deposits, Commercial Lending, Commercial Banking, Loan Servicing, Financial Analysis, Portfolio Management, Home Equity, Lines Of Credit, Strategic Financial..., Recruiting, PowerPoint, Microsoft Excel, Problem Solving, Team Building, Leadership, Microsoft Office, Customer Satisfaction, Microsoft Word, Outlook, Negotiation, Sales, Call Centers, Program Management, Procurement, Quality Assurance, Finance, Accounting
Education
University of Alabama in Huntsville 2009 — 2010
B.S.B.A Administrative Science, Human Resources Management and Services, 3.2 GPA
University of Alabama in Huntsville 2005 — 2009
B.S.B.A, Marketing
Springleaf Financial Services October 2015 - Present
Springleaf Financial Services January 2015 - Present
Springleaf Financial Services November 2010 - Present
Wells Fargo Financial November 2009 - November 2010
American General Finance March 2008 - November 2009
Wells Fargo Financial October 2006 - March 2008
Wells Fargo Home Mortgage 2005 - 2006
Palm Harbor Homes September 2002 - November 2004
Palm Harbor Homes April 2001 - September 2002
RE/MAX Rainbow Realty 1995 - 2001
Skills
Mortgage Lending, Insurance, Real Estate, Loans, Credit, Banking, Credit Analysis, Customer Service, Loan Origination, Mortgage Banking, Online Training and..., eLearning, Distance Education, Social Learning, Social Media, Consumer Affairs, Webinars, Webinar Development, Webinar Management, Virtual Meetings, Online Event Planning..., Blackboard Learn, NMLS, Notary, Refinance, FHA, Team Building, E-Learning, Training, Distance Learning, Online Research, Online Help Development, Instructional Design, Organizational..., Leadership, Consumer Lending, Educational Leadership, Sales, Online Publishing, Customer Satisfaction, Educational Technology, Online Communications, Underwriting, Management
Education
University of Alabama 2012 — 2014
Master of Science (M.S.), Human Environmental Sciences, Interactive Technology Specialization
University of Alabama 2010 — 2012
Bachelor of Science (B.S.), Human Environmental Sciences, Consumer Affairs
Gadsden State Community College 2008 — 2010
Associate of Arts and Sciences (A.A.S.), Psychology and Sociology Specializations
Glencoe High School
AT&T October 2014 - Present
AT&T June 2013 - Present
University of Alabama, Manderson Graduate School of Business August 2011 - May 2013
State Farm Insurance February 2009 - August 2011
Wells Fargo Financial February 2008 - February 2009
Skills
Analytics, Data Analysis, Data Mining, SAS, Statistical Modeling, Predictive Modeling, Strategy, Spreadsheet Modeling, Direct Sales, Inside Sales, Sales, Microsoft Excel, Financial Management, Insurance, SAS E-Miner, Spreadsheets, Databases, Data Warehousing, Predictive Analytics, Statistics, Analysis, Social Media Marketing, SQL, Life Insurance, Tableau, Risk Solver, Six Sigma, Logistic Regression, Linear Regression, R, Hive, Hadoop, MapReduce, SAS programming, Microsoft Office, Python, Management, PowerPoint, Marketing, Customer Service, Leadership, Strategic Planning, Business Analysis
Education
University of Alabama, Manderson Graduate School of Business 2011 — 2013
MBA, Business Analytics
University of Alabama 2003 — 2007
Bachelor of Science, Financial Management
Saisr
Western Rubber & Supply, Inc. September 2014 - Present
Laird April 2014 - December 2014
Laird Technologies September 2011 - April 2014
MINDBODY, Inc. April 2011 - September 2011
San Luis Rides September 2008 - July 2011
Wells Fargo Financial September 2007 - September 2008
ICI Paints July 2004 - September 2007
Wells Fargo Financial November 2002 - July 2004
Student Works Painting November 1998 - November 2002
Skills
Sales, Account Management, Product Management, Sales Management, Product Marketing, Salesforce.com, Budgets, Leadership, Management, Selling, Customer Service, Retail, Trade Shows, Sales Operations, Marketing, Cross-functional Team...
Education
University of California, Davis 1997 — 2002
BA, Sociology
Regions Bank October 2013 - Present
Regions Bank February 2007 - Present
First State Bank Mortgage October 2006 - February 2007
Town and Country October 2005 - September 2006
Wells Fargo Financial May 2004 - October 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, Mortgage Lending, Time Management, Teamwork, Credit, Loan Origination, Sales, Finance, Mortgage Banking, FHA financing, Refinance, VA loans, Residential Mortgages, FHA, Credit Analysis, Cross Selling, Loans, Home Equity Loans, Lines Of Credit, Leadership, USDA, Debt Consolidation, Bank Secrecy Act, Credit Scoring, Construction Loans, Government Loans, NMLS Licensed, First Time Home Buyers, Investment Properties, Real Estate, Foreclosures, Management
Education
Union University 2004 — 2006
Master of Business Administration (MBA)
University of Mississippi 2000 — 2004
Bachelor of Business Administration (BBA), Human Resource Management/ Real Estate
AHMC HealthCare June 2014 - Present
Bank of America August 2007 - October 2008
Citi December 2006 - August 2007
Wells Fargo Financial June 2006 - December 2006
Bank of America March 2002 - June 2006
Skills
Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Keynote, Adobe Acrobat, Adobe Connect, Banking, Nursing, Registered Nurses, New Grad RN, Healthcare, CPR Certified, Sales, Leadership, Training, Management
Education
California State University-Fullerton 2011 — 2015
Masters of Science, Registered Nursing/Registered Nurse
University of California, Riverside 2004 — 2006
Bachelor of Arts (B.A.), Sociology
El Monte High School 1997 — 2001
High School Diploma
Union Bank August 2013 - Present
Fremont Bank September 2012 - July 2013
Wells Fargo Bank November 2011 - May 2012
Wells Fargo Bank June 2010 - October 2011
Wells Fargo Financial January 2007 - June 2010
Wells Fargo Financial April 2004 - December 2006
Pittsburgh Pirates June 1993 - August 1997
Skills
Mortgage Lending, Consumer Lending, Loans, Loan Origination, Mortgage Banking, Credit, Sales Management, Banking, Sales, Cross Selling, Refinance, Underwriting, FHA, Customer Service, Cold Calling, Account Management, Strategic Planning, Profit, Coaching, Recruiting, Management, Finance, Financial Analysis, Portfolio Management, Business Development, Commerical Banking, Risk Management, Program Management, Situational Leadership, Team Building, Community Outreach, Corporate Communications, Strategic Sourcing, Onboarding, Commercial Banking, Financial Services, Credit Analysis, Relationship Management, Training, Direct Sales, Small Business Lending, Commercial Lending, Branch Management, Retail Banking, Lines Of Credit, Residential Mortgages, Credit Risk, Mortgage Underwriting
Education
UC Berkeley Haas School of Business 2000 — 2003
BS - Haas School of Business, Bussiness Management
BBVA Compass July 2014 - Present
BBVA Compass September 2011 - July 2014
BBVA Compass April 2011 - September 2011
Amerisave Mortgage Corporation August 2008 - April 2011
Countrywide Bank, FSB October 2007 - August 2008
Countrywide Bank, FSB January 2007 - October 2007
Countrywide Home Loans, FSLD September 2005 - December 2006
Wells Fargo Financial June 2005 - September 2005
Wells Fargo Financial January 2005 - June 2005
Cintas April 2004 - December 2004
Skills
Customer Experience, Business Process..., Banking, Digital Banking, Retail Banking, Mortgage Banking, Loans, Lines Of Credit, Credit, Credit Risk, Risk Management, Analytics, Analysis, Financial Analysis, Credit Analysis, Mortgage Lending, Consumer Lending, Management, Executive Management, Leadership, Team Leadership, Team Building, Cross-functional Team..., Technical Leadership, Finance, Forecasting, Portfolio Management, Relationship Management, Account Management, Sales Management, Sales, Customer Retention, Strategy, Strategic Planning, Loan Origination, Business Development, Financial Services, Underwriting, Training, Credit Cards, Cross Selling, Refinance, Residential Mortgages, Marketing, Recruiting, HMDA Reporting, LMI Lending, CRA Initiatives, FHA Financing, VA Loans
Education
University of Alabama 2009 — 2011
Masters, Masters of Business Administration (MBA)
University of Alabama 2000 — 2004
Bachelors of Science, Commerce & Business Administration, Major: Accounting, Minor: Computer Science
Jefferson Davis High School
LSU HSC University Medical Center February 2013 - Present
Medical Weight Loss Clinic, Inc August 2012 - April 2013
Our Lady of Lourdes RMC January 2010 - June 2011
Wells Fargo Financial October 2006 - July 2008
Wells Fargo Bank February 2006 - August 2006
Nordstrom October 2005 - January 2006
Curves International July 2005 - August 2005
The Faculty Club October 2002 - December 2003
Skills
Microsoft Office, Excel, Word, PowerPoint, Customer Service
Education
Tulane University 2011 — 2012
Internship, Dietetics and Clinical Nutrition Services
University of Louisiana at Lafayette 2008 — 2011
Bachelor of Applied Science (B.A.Sc.), Dietetics
University of Louisiana at Lafayette
BS, Business Administration, Concentration Marketing
LAMILL Coffee December 2013 - Present
Insys Therapeutics, Inc. February 2012 - July 2013
Switch Liberate Your Brand December 2009 - February 2012
Wells Fargo Financial April 2010 - August 2010
Independent September 2008 - 2009
AHPLA INSTITUTE 2008 - 2009
Red Bull November 2005 - September 2007
Skills
International Relations, Event Planning, Spanish, Marketing Strategy, English, Public Relations, Event Management, Community Outreach, Public Speaking, Media Relations, Social Media, Press Releases, Social Networking, Digital Media, Social Media Marketing, Copywriting, Web Analytics, Social Media Outreach, Pharmaceutical Sales, Territory Account..., Business Relationship..., Brand Management
Education
Alliant International University 2008 — 2009
M.A., International Relations
2003 — 2005
B.A., Political Science
Universitat de Barcelona 2003 — 2003
Spanish Liberal Arts
Universidad de Sevilla 2002 — 2002
Spanish Liberal Arts
CDW February 2013 - Present
Discover Energy Solutions September 2012 - January 2013
Elavon, Inc. September 2010 - August 2011
Wells Fargo Financial January 2009 - September 2010
Skills
Account Management, Credit, Relationship Management, Customer Service
Education
Truman State University 2004 — 2008
Bachelor of Science in Business Adminstration, Marketing
M&T Bank 2014 - Present
Citizens Bank 2013 - 2014
Optima Benefits Group 2008 - 2013
Wells Fargo Financial 2006 - 2008
Paychex 2005 - 2006
Skills
Employee Benefits, Account Management, Salesforce.com, Insurance, Sales Management, Cold Calling, Direct Sales, Sales, Sales Process, B2B, New Business Development, Customer Service, Health Insurance, Strategic Planning, Customer Retention, Sales Presentations, Sales Operations, Customer Satisfaction, Benefits Administration, Solution Selling, Credit, Relationship Management, Risk Management, Banking, Building Relationships, CRM, Lead Generation, Coaching, Leadership, Recruiting, Selling, Team Building, Small Business, Time Management, Training, Vendor Management
Education
University at Buffalo 1999 — 2003
Bachelor of Science, Business
University of Phoenix 2004 — 2006
MBA, Business
Maxim Advertising September 2010 - Present
Wells Fargo Financial August 2009 - September 2010
Meredith July 2008 - September 2008
Kemin Industries July 2008 - August 2008
Skills
Fluent in Spanish, Advertising, Marketing Strategy, Marketing, Direct Marketing, Customer Service, Marketing Communications, Event Planning, Outlook, Public Speaking, Sales, Spanish, Digital Marketing, Product Development, Email Marketing, Trade Shows
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
BBA in Marketing, Marketing, Spanish
Università degli Studi di Torino 2007 — 2007
Marketing
Universidad ICESI 2006 — 2006
Spanish, Marketing
Wells Fargo May 2013 - Present
Wells Fargo Financial November 2010 - May 2013
PNC Financial Services July 2003 - August 2010
Delta Airline 1997 - 2003
Skills
Loans
Education
University of Alabama at Birmingham 1999 — 2001
BA, History and Political Science
JPMorgan Chase August 2012 - Present
Bank of America September 2009 - August 2012
E-LOAN June 2006 - January 2009
E-LOAN August 2005 - June 2006
Wells Fargo Financial August 2004 - August 2005
Skills
Loans, Loan Origination, Mortgage Lending, FHA, Mortgage Banking, Sales, Finance, Refinance, Credit, Call Centers, Residential Mortgages, Underwriting, Sales Management, FHA financing, USDA, Banking, FHA Financing, Management
Education
University of California, Davis 2000 — 2004
Bachelor of Science (B.S.), Business/Corporate Communications and Economics
Henry Schein September 2014 - Present
Henry Schein, Inc. August 2011 - September 2014
Henry Schein, Inc. January 2011 - July 2011
Blue Medical Supply February 2007 - February 2011
Wells Fargo Financial July 2004 - January 2007
Skills
New Business Development, Sales, Healthcare, Account Management, Medicine, Cardiology, OB/GYN, Urology, Capital Equipment Sales, Orthopedic, Sales Force Development, Surgery, Disposables, Medical Sales, Sales Operations, Hematology, Medical Devices, Oncology, Selling, Internal Medicine, Physicians, Capital Equipment, Home Care, Cold Calling, Surgical Instruments, Family Medicine, Pediatrics, Sales Management, Sales Process, Hospitals, Management, Medical Equipment, Operating Room
Education
University of Alabama 2000 — 2004
BS, Health Care Management
Corporate America Credit Union December 2012 - Present
Corporate America Credit Union December 2008 - December 2012
Regions Financial Corporation November 2007 - December 2008
Wachovia, A Wells Fargo Company September 2005 - November 2007
Wells Fargo Financial May 2003 - September 2005
Education
University of Alabama 2000 — 2003
Bachelor of Commerce and Business Administration, Finance
The Primavera Foundation September 2011 - Present
Southern Arizona AIDS Foundation January 2011 - September 2011
Vetsource Solutions, LLC & BC Construction, Co., Inc April 2009 - October 2009
Time Payment Corporation February 2008 - March 2009
Wells Fargo Financial 2001 - 2008
Skills
Marketing, Purchasing, Project Planning, Business Planning, Managerial Finance, Networking, Coordination, Government Contracting, Vendor Relationships, Budget, Non-profits, Customer Service, Strategic Planning, Sales, Microsoft Office, Accounts Payable, Training, Public Speaking, Outlook, Microsoft Excel, Budgets, Fundraising, Logistics, Team Building, Nonprofits
Education
University of Phoenix 2007 — 2009
MBA, Business Administration
University of Arizona 2004 — 2007
Bachelor of Science (B.S.), Microbiology/Molecular & Cellular Biology
University of Arizona, Eller College of Management 2000 — 2003
BSBA, Marketing
New Orleans NTI
Wells Fargo Financial 2009 - Present
IBM April 2000 - February 2009
Xerox January 1991 - March 2000
Skills
DB2, Hibernate, Struts, Spring, SQL, Web Services, Dojo, jQuery, Oracle PL/SQL..., Rhythmyx, Eclipse, NetBeans, Tomcat, WebSphere Application..., .NET, EJB, JMS, Databases, Integration, Enterprise Architecture, SDLC, Agile Methodologies, Software Project..., Websphere, Servlets, REST, PL/SQL, SOA, Spring Framework, Unix, Java
Education
University of California, Berkeley
Bachelor of Science (BS), Computer Science
University of Southern California
Master's degree, Computer Science
Sunquest Information Systems April 2010 - September 2013
Wells Fargo Financial March 2005 - December 2009
Prospering Thoughts, Inc August 2001 - May 2005
Skills
Sales, Business Analysis, Account Management, Business Development, Project Management, Salesforce.com, Sales Process, Customer Service, Solution Selling, Sales Operations, Marketing, Management, Marketing Strategy
Education
University of Arizona, Eller College of Management 2001 — 2005
BS, Business Administration, Marketing
Soleng Tom Elementary
PepsiCo August 2015 - Present
Del Monte Foods August 2013 - August 2015
PepsiCo September 2012 - July 2013
PepsiCo - Frito Lay June 2011 - August 2012
PepsiCo - Frito Lay March 2008 - May 2010
Safeway June 2007 - February 2008
Wells Fargo Financial June 2006 - March 2007
Skills
Consumer Products, Customer Insight, Financial Analysis, Marketing Strategy, Forecasting, IRI, Cost Management, Sales Management, AC Nielsen, Shopper Marketing, Categorization, Grocery, Management, Nielsen, Cross-functional Team...
Education
University of California, Davis 2001 — 2005
Bachelor of Science (B.S.), Managerial Economics
Immanuel English Academy August 2009 - Present
Intel Corporation February 2005 - July 2011
Wells Fargo Financial June 2003 - January 2005
United Parcel Service June 2002 - May 2003
Skills
Supply Chain, Operations Management, Supply Chain Management, Process Improvement, Cross-functional Team...
Education
University of California, Riverside 1998 — 2002
B.S., Business Administration
Università per Stranieri di Siena 2001 — 2001
Foreign Exchange Program, Language & Culture
Wells Fargo Financial November 2009 - Present
Wells Fargo Financial September 2008 - November 2009
Education
University of Arizona, Eller College of Management 1999 — 2003
Wells Fargo Home Mortgage November 2004 - Present
Wells Fargo Financial September 1993 - November 2004
Wells Fargo Financial September 1990 - September 1993
Wells Fargo Financial September 1983 - September 1990
Skills
Operational Risk..., Risk Management, Governance, Financial Risk, Operational Risk, Mortgage Lending, Risk Assessment, Change Management, Loans, Credit Cards, Credit, Internal Audit, OFAC, Financial Services, Banking, KYC, Credit Analysis, AML, Financial Institutions, Bank Secrecy Act, Finance, Enterprise Risk..., Process Improvement, Credit Risk, Strategic Planning, Underwriting, Consumer Lending, Leadership, Refinance, Investments, Vendor Management, Loan Servicing, Mortgage Banking, Training, Fraud, Securities, Series 7, FHA, Management, Portfolio Management, Loan Origination, Retail Banking, Financial Analysis, Compliance, Commercial Banking, USA PATRIOT Act, Commercial Lending
Education
University of Alabama at Birmingham 1978 — 1982
BS Degree -, Marketing, Business Management
Moët Hennessy USA June 2015 - August 2015
US Department of Health and Human Services August 2009 - May 2015
Booz Allen Hamilton July 2008 - August 2009
Wells Fargo Financial April 2006 - January 2008
CB Richard Ellis May 2005 - April 2006
Education
University of California, Berkeley, Haas School of Business 2013 — 2016
Master of Business Administration (MBA)
University of California, Riverside 2002 — 2006
B.S. Business Administration, Finance
Primus Telecommunications Group, Inc. July 2009 - Present
B2B Trust June 2008 - November 2008
UDLA July 2007 - June 2008
BMO Nesbitt Burns November 2006 - July 2007
Wells Fargo Financial January 2005 - November 2006
CIBC Mellon September 2001 - December 2004
Skills
Credit Analysis, International Finance, Financial Analysis, Credit, Financial Risk, Outlook, Banking, Business Analysis
Education
North American College 2008 — 2009
Diploma, Computerized Accounting
Canadian Securities Institute 2003 — 2004
Certificate, Canadian Securities
Public Budget International Association 1999 — 1999
Certificate, Public Finance
Université catholique de Louvain 1984 — 1987
Master, Economics
Universidad Nacional Autónoma de México 1979 — 1983
Bachelor, Economics
Nestle USA (Wonka Confections) December 2006 - January 2009
Procter & Gamble (Crest Oral Care) 2004 - 2006
Tomas Rivera Policy Institute (TRPI) 2001 - 2002
Wells Fargo Financial 1999 - 2002
Boca Magazine--Startup Publication focusing on Bicultural/Monolingual Latinos in Los Angeles August 1998 - March 1999
La Opinion (LA's Spanish Language Newspaper) 1997 - 1997
Education
University of Southern California - Marshall School of Business 2002 — 2004
MBA, Marketing and HR/Org Design
University of California, Los Angeles 1994 — 1998
BA, Double Major: Economics & Latin American Studies
Palomar Medical RealtorKeller Williams Platinum Realty2001 - 2007
Wells Fargo Home Mortgage 2005 - 2006
Wells Fargo Financial 2003 - 2005
Arizona Daily Wildcat 2002 - 2004
Education
University of Arizona, Eller College of Management 1999 — 2003
MIS, Business/MIS
Wells Fargo Home Mortgage April 2014 - Present
Wells Fargo Home Mortgage January 2011 - April 2014
Wells Fargo October 2006 - October 2010
Wells Fargo Financial October 2001 - October 2006
Norwest Financial and Fidelity Financial 1991 - 2000
Skills
coaching, customer..., Coaching, Profit, Business Planning, Leadership, Performance Management, Change Management, Customer Service, Leadership Development, Employee Training, Account Management, Strategy, Loans, Consulting, Strategic Planning, Analysis, Banking, Mortgage Lending, Insurance, Financial Risk, Credit, Operations Management, Marketing, Project Planning, Human Resources, Employee Relations, Retail, New Business Development, Management, Process Improvement, Business Process, Organizational..., Financial Analysis, Hiring, Call Centers, Business Analysis, Risk Management, Program Management, Financial Services, Cross Selling, Strategic Financial..., Customer Retention, Customer Experience, Forecasting, Cross-functional Team..., Vendor Management, Policy, Business Process..., Software Documentation, Negotiation
Education
Tuskegee University
Bachelor of Science (BS), Business Administration and Management, General
Morrison Healthcare August 2013 - Present
The Home Depot June 2012 - August 2013
The Home Depot March 2011 - June 2012
S.P. Richards May 2009 - March 2011
The Coca-Cola Company May 2008 - August 2008
Wells Fargo Financial May 2006 - December 2006
Skills
Marketing Strategy, Microsoft Office, Pricing Strategy, Pricing Analysis, Microsoft Excel, Pricing, Strategic Planning, Data Analysis
Education
University of Alabama 2007 — 2009
MBA, Supply Chain and Operations Management
Griffin Capital Securities March 2015 - Present
Cole Real Estate Investments December 2006 - March 2015
Wells Fargo Financial July 2006 - November 2006
Skills
Wealth Management, Mutual Funds, Investments, Portfolio Management, Financial Advisory, Series 7
Education
University of Arizona 2002 — 2006
Bachelor's, Communication and Business
Broderick & Associates serverMariah's 18181997 - 2000
Norwest Financial 1997 - 1999
Wells Fargo Financial 1997 - 1999
Olive Garden 1995 - 1996
Education
University of Arkansas School of Law, Fayetteville 2001 — 2004
Western Kentucky University 1993 — 1997
B.S., Economics and Psychology
State Street IMS March 2007 - Present
State Street March 2007 - August 2011
TOKYOPOP Inc June 2006 - March 2007
Wells Fargo Financial October 2004 - June 2005
Skills
Bloomberg, Investments, Mutual Funds, Bloomberg Terminal, Bonds, Fixed Income, Derivatives, Fund Accounting, Asset Managment, Financial Modeling, Loans, Asset Allocation, Financial Analysis, Corporate Actions, Alternative Investments
Education
University of California, Los Angeles 2000 — 2005
B.S., Mathematics & Economics
University of California, Los Angeles
Degree: Bachelor of Science, Mathematics and Economics
ATOMIC NUMBER 26 June 2015 - Present
I FOUND FITNESS, INC. May 2013 - Present
Fitness World 24 in Urbandale July 2014 - June 2015
Wells Fargo 2008 - July 2014
Wells Fargo Financial 2003 - 2008
Skills
Business Analysis, SharePoint, Business Requirements, Agile Methodologies, Disaster Recovery, User Acceptance Testing, Quality Assurance, Visio, SQL, Testing, SDLC, Process Improvement, Quality Center, Management, Software Project..., Business Process..., Project Management, Software Documentation, Vendor Management, Business Intelligence, Business Process, Test Automation, Requirements Analysis, Banking, Requirements Gathering
Education
Truman State University 1983 — 1988
2 Bachelor's degrees
Wells Fargo Financial March 2005 - Present
Education
University of California, Davis 2000 — 2002
Wells Fargo 2005 - Present
Wells Fargo Auto Finance 2005 - August 2008
Wells Fargo Financial February 2004 - July 2005
Education
University of Alabama 1998 — 2001
Bachelors, Marketing
Raytheon Missile Systems October 2008 - Present
Wells Fargo Financial April 2005 - March 2008
Skills
SAP, Earned Value Management, Financial Analysis, Variance Analysis, Financial Modeling, ERP, EDI, Product Development, Risk Management, Financial Reporting, Forecasting, Strategic Financial..., Microsoft Excel, Analysis, Microsoft Word, Budgets
Education
University of Arizona, Eller College of Management 2015 — 2016
Master of Business Administration (M.B.A.)
University of Arizona, Eller College of Management 2003 — 2005
Bachelor of Science, Business Administration
Shire Pharmaceuticals May 2002 - Present
Wells Fargo Financial January 1998 - May 2002
Education
University of Alabama 1993 — 1998
US Bank December 2006 - February 2014
Wells Fargo Financial 2005 - 2006
Skills
Microsoft Excel, Customer Service, Financial Analysis, Analysis, Budgets, Management, Microsoft Word, Sales, Microsoft Office, Outlook, Retail
Education
University of California, Davis 2003 — 2005
Banamex USA (Citigroup) March 2013 - Present
Banamex USA January 2011 - Present
Banamex USA November 2008 - January 2011
Wells Fargo Financial May 2007 - October 2008
Skills
Commercialization, Commercial Banking, Credit, Portfolio Management, Financial Analysis, Banking, Loans, Trading, Credit Analysis, Credit Risk, Structured Finance, Risk Management, Risk, Commercial Lending, Finance, Financial Risk, Management, Financial Services
Education
Universidad Diego Portales 1990 — 1995
Ingeniero Comercial/BS in Business Administration, Business
Florida Army National Guard - Full Time May 2005 - September 2011
Wells Fargo Bank April 2004 - April 2010
Wells Fargo Financial October 1996 - July 2004
Skills
CISSP, Information Security..., ISO 17799/27002, COMSEC, Physical Security, OPSEC
Education
Universidad del Sagrado Corazón 1993 — 1996
MBA, Management of Information Systems
University of Southern California 1988 — 1989
Master's Certificate, Systems Management
Universidad de Puerto Rico 1982 — 1986
B.A., Computer Science
Wells Fargo Auto Finance April 2004 - Present
Wells Fargo Financial June 2001 - April 2004
Wells Fargo Financial January 2000 - June 2001
Education
University of Bridgeport
Retired July 2014 - Present
Wells Fargo September 2011 - June 2014
Wells Fargo Financial December 2004 - September 2011
Skills
Financial Analysis, Financial Reporting, Sarbanes-Oxley Act
Education
Truman State University 1966 — 1970
Bachelor's degree, Accounting
Wachovia, A Wells Fargo Company March 2010 - Present
Central Freight Lines December 2008 - February 2011
HSBC AUTOMOTIVE FINANCE November 2004 - September 2008
Wells Fargo Financial February 2003 - November 2004
Household Automotive Financial Corp. February 2000 - February 2003
Skills
Credit Analysis, Operations, Customer Relations
Education
Tulsa Community College
General Business
Sterling Savings Bank May 2013 - Present
Wells Fargo Bank February 2010 - May 2013
Wells Fargo Bank November 2007 - February 2010
Wells Fargo Financial November 2006 - November 2007
Skills
Credit Analysis, Underwriting, Loans, Portfolio Management, Banking, Credit Risk, Mortgage Lending, Loan Origination, Mortgage Banking, Commercial Mortgages, Risk Management, Finance, Corporate Finance, Relationship Management
Education
University of Tennessee at Martin 2011 — 2012
Master of Business Administration (M.B.A.), Banking and Financial Support Services
University of California, Davis 2004 — 2006
B.S., Managerial Economics
Hamilton Mortgage Inc August 2010 - Present
Wells Fargo Financial 1993 - 1999
Education
University of Alabama 1991 — 1993
Finance, Finacial Services
Yelp October 2014 - Present
Yelp February 2013 - September 2014
Yelp August 2011 - February 2013
Wells Fargo Financial December 2009 - April 2011
Wells Fargo Financial August 2008 - December 2009
Freescale Semiconductor June 2007 - August 2007
Skills
Outside Sales, Sales, Cold Calling, CRM, Strategy, Forecasting, Sales Operations, Management, Leadership, Sales Management, Market Research, Finance, Advertising, Program Management, Process Improvement, Credit, Mortgage Lending, Analysis, Lead Generation, Online Advertising
Education
University of Arizona 2003 — 2008
Bachelor's Degree, Finance, Religious Studies
KPMG October 2013 - Present
KPMG July 2012 - September 2013
Wells Fargo Merchant Services August 2010 - June 2012
Wells Fargo Financial December 2009 - June 2010
Wells Fargo Financial July 2009 - December 2009
Skills
PMP, Project Management, Quality Assurance, Financial Analysis, Strategic Planning, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Personal Development, Public Speaking, Social Media, English, Sales Management, Job Coaching, MS Project, Software Project..., Brand Management, Outside Sales, Customer Service
Education
University of California, Davis 2001 — 2009
Bachelor of Arts (BA), Economics
Express Scripts October 2014 - Present
Hutchinson/Reno County Chamber of Commerce December 2011 - October 2014
Enterprise Bank and Trust October 2010 - October 2011
Wells Fargo Financial April 2010 - September 2010
Inter-State Studio & Publishing Co. February 2010 - April 2010
Sigma Sigma Sigma National Sorority July 2009 - December 2009
AMP Creative Company May 2008 - August 2008
Skills
Public Speaking, Public Relations, Event Planning, Marketing, Blogging, Social Media, Advertising, Nonprofits, Marketing Communications, Newsletters, Fundraising, Customer Service, Social Networking, Strategic Planning, Social Media Marketing, Creative Writing, Proofreading, Event Management, Sales
Education
Truman State University 2005 — 2009
Bachelor of Arts, Public Communciation
Regions Bank August 2014 - Present
Regions Bank September 2010 - August 2014
Regions Bank January 2009 - September 2010
Regions Bank July 2007 - January 2009
A.G. Edwards February 2007 - July 2007
BBVA Compass November 2005 - February 2007
Wells Fargo Financial January 2005 - November 2005
Skills
Portfolio Management, Commercial Banking, Credit, Finance, Microsoft Office, Account Management, Banking, Commercial Lending, Management
Education
University of Alabama 2000 — 2004
Management, Business Administration and Management, General
University of Alabama
Reliant Funding April 2014 - Present
AppStar Financial January 2010 - April 2014
Wells Fargo Financial January 2006 - January 2010
Skills
Mortgage Lending, Credit, Banking, Mortgage Banking, Portfolio Management, Relationship Management, Credit Analysis, Loan Origination, Wealth Management, Sales, Financial Services, Investments, Refinance, Underwriting, Retail Banking, Sales Management, Mutual Funds, FHA, Commercial Banking, Commercial Lending, Loans, Management
Education
University of Arizona 2001 — 2005
Bachelor's degree, Rhetorical Analysis
Brophy College Prep 1997 — 2001
PivotDesk May 2012 - Present
Elev8 Wake Park January 2012 - Present
PivotDesk May 2012 - June 2015
University of Colorado at Boulder August 2011 - May 2013
TEC Integration, Inc February 2009 - August 2011
Denver Social Network July 2009 - July 2011
TEC Integration, Inc February 2009 - January 2010
Wells Fargo November 2007 - February 2009
Wells Fargo Financial June 2006 - October 2007
Skills
Building Relationships, Sales Engineering, Strategic Thinking, Contract Negotiation, Forecasting, VoIP, Security, Access Control, Sales, Business Development, Start-ups, New Business Development, Entrepreneurship, Strategic Planning, Business Strategy, Financial Analysis, Marketing Strategy, Project Management, Leadership, Strategy, Marketing, Account Management, Sales Process, Selling, Email Marketing, Training, Telecommunications, Networking, Management, Budgets, SaaS, Strategic Partnerships, Salesforce.com, Cold Calling
Education
University of Colorado at Boulder - Leeds School of Business 2011 — 2013
MBA, Entrepreneurship, Finance, Venture Capital
University of Iowa - Henry B. Tippie College of Business 2002 — 2006
BA, Marketing, Finance, Italian
Università degli Studi di Torino 2005 — 2005
International Business
Regions Financial Corporation December 2007 - Present
Wells Fargo Financial July 2005 - December 2007
Education
University of Alabama 2000 — 2004
Marketing, Personal Selling, Economics, Finance, Accounting, Consumer Science
BBVA Compass July 2010 - Present
Irondale Commercial Development Authority 2007 - 2013
BBVA Compass 2009 - 2011
BBVA Compass July 2007 - January 2010
Wachovia Bank October 2004 - October 2006
SouthTrust Bank June 1997 - October 2006
Wells Fargo Financial 1997 - 2006
Skills
Moody's Risk Analyst, Loans, Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Credit, Banking, Credit Risk, Underwriting, Lines Of Credit, Portfolio Management, Loan Origination, Financial Analysis, Risk Management, Financial Risk, Commercial Real Estate, Consumer Lending, Commercial Mortgages
Education
University of Alabama at Birmingham 1996 — 1998
MBA, Business
University of Alabama at Birmingham 1992 — 1996
BS, Accounting - cum laude
Wells Fargo April 2014 - Present
Wells Fargo July 2011 - April 2014
JPMorgan Chase December 2009 - July 2011
Wells Fargo Bank August 2008 - July 2009
Wells Fargo Financial July 2006 - August 2008
Skills
Credit Analysis, Sales, Loans, Credit, Banking, Finance, Commercial Banking, Cash Management, Selling, Risk Management, Financial Analysis, Cross Selling, Financial Services, Relationship Management, Retail Banking, Small Business Lending, Credit Risk, Mortgage Lending, Commercial Lending, Portfolio Management, Loan Origination, Consumer Lending, Management
Education
University of Baltimore 2006 — 2008
bs, Finance
WELLS FARGO BANK, N.A. August 2010 - Present
WELLS FARGO FINANCIAL March 2010 - August 2010
Education
University of Arizona 2008 — 2010
Alliance Bank NA June 2012 - Present
NBT Bank 2013 - 2013
Alliance Bank na September 2010 - October 2012
Wells Fargo June 2009 - October 2010
Wells Fargo Financial 2003 - 2010
Wells Fargo Financial January 2007 - June 2009
First Niagara Bank May 2002 - 2004
Gentzke and Associates 2000 - 2001
Skills
Mortgage Lending, Banking, FHA, Consumer Lending, Credit, Loans, Credit Analysis, Sales Management, Customer Service, Leadership, Sales, Commercial Banking, Underwriting, Training, Credit Risk, Portfolio Management, Marketing, Strategic Planning, Management, Investments, Retail Banking, Team Building, Budgets, Microsoft Excel
Education
University at Buffalo 1998 — 2002
Bachelor, Communication, Business
Banque Laurentienne January 2013 - Present
Caisse de dépôt et placement du Québec January 2011 - December 2012
Wells Fargo Financial September 1993 - August 2010
Skills
Cours sur le commerce..., Banque, Credit, Risk Management, Mortgage Lending, Banking
Education
Université du Québec à Trois-Rivières
Certificat en cours, Comptabilité
Université du Québec à Trois-Rivières
Certificat en cours, Administration des affaires
Wells Fargo March 2015 - Present
Wells Fargo Bank October 2010 - February 2015
Wells Fargo Financial April 2006 - October 2010
Wells Fargo Financial February 2003 - April 2006
Education
University at Buffalo
BB&T Bank August 2012 - Present
Wells Fargo Financial December 2005 - September 2010
Skills
Consumer Lending, Customer Service, Credit Risk, FHA, Loans, Real Estate, Refinance, Loan Origination, Mortgage Banking, Insurance, Leadership, Credit Analysis
Education
University of Alabama 2002 — 2005
Business, Marketing
Wells Fargo Bank - West Coast Business Banking Group May 2011 - Present
Wells Fargo Bank August 2010 - May 2011
Wells Fargo Financial June 2008 - August 2010
Washington Mutual, Inc. May 2006 - May 2008
Countrywide January 2005 - May 2006
Citigroup December 2001 - January 2005
Skills
Bilingual-Spanish, Credit, Loans, Banking, Portfolio Management, Financial Analysis, Finance, Financial Services, Underwriting, Sales, Management, Mergers & Acquisitions, Business Planning, Consumer Lending, Mortgage Lending, Small Business Lending, Loan Origination, Commercial Lending, Cross Selling
Education
University of California, Los Angeles 2000 — 2001
University of California, Santa Cruz 1996 — 2000
Industrial / Organizational Psychology
Bank of the West 2011 - Present
Merrill Lynch/ US Trust 2010 - 2011
Santa Barbara Bank & Trust July 2006 - February 2010
Wells Fargo Bank 1973 - 2006
Wells Fargo Financial 1973 - 2006
Wells Fargo Financial 1973 - 2006
Wells Fargo 1973 - 2006
Skills
Alternative Investments, Investment Strategies, Portfolio Management, Securities, Strategic Financial..., Capital Markets, Investment Advisory, Retirement Planning, Banking, Commercial Lending, Asset Managment, Series 7
Education
Pacific Coast Banking School @ Univ. of Washington 1983 — 1985
Certification, Banking & Trust
University of California, Los Angeles 1970 — 1973
BA, Urban Planning
BBVA Compass November 2013 - Present
BBVA Compass May 2013 - October 2013
BBVA Compass June 2011 - May 2013
Amerisave Mortgage Corporation August 2008 - June 2011
Bank of America April 2006 - July 2008
Wells Fargo Financial April 2005 - April 2006
Skills
Banking, Mortgage Banking, Mortgage Lending, Loans, Retail Banking, Internet Banking, CRM, Portfolio Management, Lines Of Credit, Credit Cards, Product Management, Cross Selling, Process Improvement, E-commerce, Team Management, Marketing Strategy, Digital Marketing, Team Leadership, Team Building, Functional Design, Functional Requirements, Functional..., Business Requirements, Functional Analysis, Functional Testing, User Interface Design, Product Design, Product Development, Project Management, Brand Development, Process Development, Six Sigma, Lean Tools, DMAIC, Website Copy, Market Research, Training & Development, Leadership Development, Portfolio Retention, Lead Management, Negotiation, Home Equity Loans, Home Equity Lines of..., Unsecured Loans, Government Loans, Adobe Creative Suite, HTML, CSS, SnagIt, Camtasia
Education
University of Alabama 2001 — 2004
Bachelor of Science in Commerce & Business Administration, Major: Consumer/Industrial Marketing, Minor: Computer Technology
Villanova University 2013 — 2013
Lean Six Sigma Black Belt
Montgomery County District Court June 2013 - September 2013
Warnken, LLC September 2012 - December 2012
Wells Fargo January 2011 - February 2012
Wells Fargo Financial October 2009 - December 2010
Wells Fargo Financial July 2008 - October 2009
Law Offices of Cynthia B. Malament, P.A. January 2008 - May 2008
Merril Lynch September 2007 - December 2007
Skills
Microsoft Excel, Customer Service, Management, Microsoft Office, Microsoft Word, PowerPoint, Litigation, Public Speaking, Social Media
Education
University of Baltimore School of Law 2011 — 2014
Juris Doctor (J.D.)
Wells Fargo Financial 2006 - 2007
Arizona Baptist Children's services September 2003 - May 2005
Education
Tucson College 2011 — 2011
Certificate- Medical billing specialist, Medical Billing and Coding
Skopos Financial, LLC April 2012 - Present
Irving Place Capital 2004 - 2011
WMC Mortgage 2003 - 2004
Wells Fargo Financial 1999 - 2003
GE Capital October 1986 - September 1999
Booz, Allen and Hamilton 1981 - 1986
Skills
Sales, Business Intelligence, Financial Modeling, Finance, Management, New Business Development, Portfolio Management, Business Development, Mortgage Lending, Strategic Planning, Private Equity, Venture Capital, Due Diligence, Valuation, Loans, Financial Services, Mergers & Acquisitions, Corporate Development
Education
Wharton Business School 1979 — 1981
Master of Business Administration (MBA), Finance, General
UC Davis 1974 — 1977
Bachelor of Science (BS), Ag Econ & Business Management
Tuscaloosa VA Federal Credit Union July 2008 - Present
Wells Fargo Financial April 2007 - July 2008
Education
University of Alabama 2010 — 2011
Master of Science, Family Financial Planning and Counseling
University of Alabama
Bachelor of Arts, Communications; Business Minor
Edward Jones March 2009 - September 2011
Omni National Bank March 2005 - September 2008
Wells Fargo Financial April 2004 - March 2005
ORIX September 2002 - April 2004
Citi May 2001 - June 2002
GE Capital February 1996 - May 2001
Education
University of California, Davis
Bachelor's of Science, Agricultural Economics - Managerial
Bank of America November 2009 - Present
Bank of America May 2009 - September 2009
Wells Fargo Financial March 2009 - May 2009
Paramount Financial Services August 2008 - January 2009
Education
Eller College of Management
Bachelor of Science, Business Administration; Marketing
University of Arizona
Wells Fargo Home Mortgage December 2014 - Present
First National Bank Alaska June 2009 - June 2014
First National Bank Alaska 2007 - 2009
Wells Fargo Home Mortgage 2006 - 2007
Wells Fargo 2005 - 2006
Wells Fargo Financial 1998 - 2005
Skills
Mortgage Lending, Underwriting, Loans, Credit Analysis, Credit, Commercial Lending, Banking, Loan Origination, Portfolio Management, Cross Selling, Commercial Banking, Consumer Lending, Small Business Lending, Financial Analysis, Home Equity Lines of..., Lines Of Credit, Financial Risk
Education
University of Alaska Anchorage 1993 — 1998
Bachelor of Business Administration (BBA), Management
Cornerstone OnDemand October 2014 - Present
Capital Group March 2013 - September 2014
Capital Group July 2008 - February 2013
Indymac Bank June 2006 - July 2008
Wells Fargo Financial July 2004 - June 2006
Skills
College Recruiting, Onboarding, Talent Management, Talent Acquisition, Applicant Tracking..., BrassRing, Business Process..., Change Management, Workflow Management, Sourcing, Analysis, Sales, Workforce Planning, Human Resources, Strategy
Education
University of Southern California - Marshall School of Business 2010 — 2013
MBA, Organizational Leadership
University of California, Los Angeles
BA, Business Economics with Specialization in Computing
D.A. Davidson & Co. / McGladrey Capital Markets November 2004 - April 2013
American Home Equity September 2002 - October 2004
Morgan Stanley March 2001 - September 2002
Wells Fargo Financial August 1991 - February 2001
Skills
Sales, Investments, Finance, Mergers & Acquisitions, Financial Services, Portfolio Management
Education
University of California, Irvine
Bachelor of Arts (B.A.), Psychology
Alcoa Fastening Systems & Rings August 2015 - Present
Sono-Tek Corp. December 2012 - July 2015
Sono-Tek Corp. March 2012 - November 2012
Precision Flow Technologies July 2009 - September 2011
Wells Fargo Financial 2008 - 2008
Skills
Manufacturing, Inventory Management, Sage MAS200, Microsoft Office, Production Planning, Inventory Control, Troubleshooting, Continuous Improvement, Credit Management, Lean Manufacturing, Blueprint Reading, Measurements, Production Control, Engineering, Quality Management, Employee Training, Machining, Electronics
Education
State University of New York at Albany 2005 — 2007
Bachelor of Arts (B.A.), History and Business
Ulster County Community College 2003 — 2005
Associate of Science (A.S.), Business Administration and Management, General
John A Coleman
Wells Fargo Home Mortgage December 2012 - Present
Wells Fargo Financial November 2009 - December 2012
Skills
Bilingual-English/Spanis..., Loss Mitigation, Collections, Customer Service, Compliance
Education
Universidad San Francisco de Quito 2001 — 2005
Bachelor's degree, Business Administration and Marketing
Raytheon March 2007 - Present
Wells Fargo Financial April 2004 - March 2007
Skills
SAP, SAP BW, Microsoft Excel, Lotus Notes, Finance, Management, Financial Analysis, Financial Modeling, Risk Management, Analysis, Process Improvement, Credit, Sarbanes-Oxley Act, Budgets
Education
University of Arizona 2000 — 2005
Bachelor of Science in Business Administration, Finance, Graduated