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
Bank of Hawaii 2015 - Present
Peak Mortgage 2012 - 2015
American Savings Bank 2008 - 2012
Wells Fargo Financial 2001 - 2008
Skills
Loans, Real Estate, Finance, Banking, Refinance, FHA, VA loans, USDA, Construction Loans, Credit, First Time Home Buyers, Home Equity Lines of..., Investment Properties
Education
University of Guam 1994 — 1998
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Wells Fargo Financial May 2009 - Present
Education
University of Central Florida
Bachelor of Business Administration (BBA), Legal Studies, General
Intrado May 2014 - Present
Alpine Bank September 2010 - June 2011
Wells Fargo Bank August 2008 - April 2010
Wells Fargo Financial September 2007 - August 2008
Skills
Notary Public, Microsoft Word, Loans, Credit, Retail Banking, Mortgage Lending, Deposits, Cash Management, Telephone Skills, Microsoft Office, Data Entry, Accounts Payable, Leadership, Customer Service, Relationship Management, Marketing, Microsoft Excel, Banking, Public Speaking, Sales, Accounting, Financial Analysis, Management, Social Media Marketing
Education
University of Colorado at Denver 2011 — 2013
MBA, International Business
University of Northern Colorado 2003 — 2007
B.S., Business/Marketing
Corporation Service Company March 2013 - Present
RelyLocal Newark September 2010 - December 2013
SHRM May 2012 - 2013
Wells Fargo Financial June 2006 - November 2008
ARAMARK October 2003 - January 2007
Around Campus, Inc. February 2005 - March 2006
Sam Waltz & Associates LLC Strategic Capital & Business Counsel January 2004 - June 2004
Skills
Social Media, Marketing Strategy, Professional Networking, Online Communications, Facebook, Twitter, Community Relations, Creative Writing, Public Speaking, Social Marketing, Business Networking, Community Engagement, Building Relationships, Marketing, Public Relations, Community Outreach, Social Media Marketing, Marketing Communications, Community Development, Sales, Small Business, Editing, New Business Development, Social Networking, Online Marketing, Newsletters, Email Marketing, Advertising, Customer Service, Entrepreneurship, Nonprofits, SEO, Trade Shows, Fundraising, Event Planning, Blogging
Education
University of Delaware 2000 — 2004
Bachelor’s Degree, Communication, Political Science
West Springfield High School 1996 — 2000
High School
Landrum Staffing Services, Inc January 2014 - Present
Landrum Staffing Services, Inc November 2010 - Present
Wells Fargo Financial July 2008 - October 2010
Adecco Staffing February 1995 - June 2008
Skills
Recruiting, Employee Relations, HRIS, Temporary Placement, Job Analysis, Human Resources, Interviews, Job Descriptions, Staffing Services, Employee Benefits, Leadership
Education
University of Florida 1984 — 1986
B.S., Psychology
Wells Fargo July 2015 - Present
Wells Fargo Financial August 2012 - June 2015
Wells Fargo August 2012 - January 2013
Wells Fargo January 2012 - August 2012
United States Air Force October 2003 - April 2008
Skills
Mortgage Lending, Banking, Credit, Loans, Finance, Financial Analysis, Credit Analysis, Retail Banking, Financial Services, Portfolio Management, Customer Service, Commercial Banking, Microsoft Excel, Team Leadership, Risk Management, Project Management
Education
University of Colorado Colorado Springs 2013 — 2015
Bachelor of Applied Science (B.A.Sc.), Organizational Leadership
Doubletree by Hilton Orlando at SeaWorld August 2013 - Present
Hilton Orlando March 2011 - Present
Hilton Hotels Worldwide August 2009 - March 2011
Wells Fargo Financial July 2007 - August 2008
Community 1st Lending November 2004 - June 2007
Skills
Hospitality, Hotels, Front Office, Event Management, Food & Beverage, Hospitality Industry, Event Planning, Customer Service, Revenue Analysis, Budgets, Forecasting, Restaurants, Corporate Events, Hospitality Management, Hotel Management, Training, Management, Team Building, Marketing, Tourism, Sales
Education
University of Central Florida – Rosen College of Hospitality Management 2015 — 2017
Hospitality Management
Wells Fargo April 2011 - Present
TD Ameritrade November 2010 - April 2011
Boston's Pizza September 2007 - July 2009
Wells Fargo Financial September 2006 - May 2007
Old Chicago Restaurants September 1999 - August 2006
Skills
CRM, Marketing, Marketing Strategy, Sales, Financial Analysis, Customer Service, Forecasting, Data Analysis, Entrepreneurship, Credit, Analysis, Banking, Portfolio Management, Process Improvement, Investments
Education
University of Colorado Denver 2008 — 2010
MBA, Marketing
University of Colorado at Denver 1998 — 2002
Bachelors, Business Management
South Bay Equity Lending April 2001 - Present
Mortgage 2000 Inc 2001 - Present
St Lawrence Martyr 2009 - 2013
Norwest Financial, Inc 1988 - 2001
Wells Fargo Financial 1988 - 2001
Skills
Income Properties, Investment Properties, Mortgage Lending, Customer Service, Loans, Relocation, FHA, Finance, 1031 Exchanges, Asset, Real Estate, Short Sales, Refinance, Single Family Homes, Buyer Representation, Sellers, Mortgage Banking, Credit, REO, Team Building, SFR, Loan Origination, Foreclosures, First Time Home Buyers, Investments, Selling, Commercial Mortgages, Real Estate Financing, Brokerage, Investors, Residential Mortgages, Reverse Mortgages, Real Property, VA loans, HUD, New Home Sales, USDA, Vacation Homes, Referrals, New Homes, Seniors, Real Estate Economics, Move Up Buyers, Buyers, Townhomes, Luxury, Home Staging, Real Estate Investor, Condos, Rentals
Education
University of California, Santa Barbara 1983 — 1987
Notre Dame High School Sherman Oaks 1980 — 1983
Swan Energy, Inc. March 2014 - Present
Lockheed Martin June 2012 - February 2013
Dex One September 2011 - April 2012
NIA Consulting/Interthinx July 2009 - June 2011
Wells Fargo Financial July 2008 - June 2009
Assurity Financial Services LLC August 2007 - July 2008
T. Rowe Price February 2006 - July 2007
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Technologies, Access, SPSS, SharePoint, Pivot Tables, Adobe Acrobat, Apple, Mac, Mac OS X, Blackberry, Salesforce.com, Google Adwords, Google Webmaster Tools, Calyx Point, Outlook, iPhone, iPad, Windows 2000, Windows Vista, Windows 7, Microsoft Dynamics, WMS Implementations, CRM
Education
University of Colorado Colorado Springs 2003 — 2006
Bachelor of Arts (BA), Political Science and Government
University of Colorado Boulder 2001 — 2003
Political Science & Finance
Marcus & Millichap January 2013 - June 2013
Riverstone Residential Group 2009 - 2010
Wells Fargo Financial 2007 - 2009
Skills
Property Management, Commercial Real Estate, Collections, Real Estate, Customer Service, Financial Analysis
Education
University of Central Florida
Bachelor of Science (BSBA), Business Economics
Marianas Finance Corporation September 2011 - Present
University of Guam January 2013 - Present
University of Guam 2013 - 2014
Red Canoe Credit Union July 2008 - August 2011
US Bank January 2008 - June 2008
Household Finance September 2006 - January 2008
KeyBank October 2005 - August 2006
BankPacific, Ltd. August 2000 - May 2004
Wells Fargo Financial July 1996 - August 1999
Skills
Change Management, Business Coaching, Incentive Programs, Referrals, Train the Trainer, Small Business Lending, Team Building, Strategic Planning, Consumer Lending, Banking, Retail Banking, Budgets, Program Management, Branch Management, Customer Service, Negotiation, Relationship Management, Underwriting, New Business Development, Project Management, Leadership Development, Loans, Business Analysis, Sales Management, Public Speaking, Loan Origination, Training, Business Strategy, Commercial Banking, Business Development, Credit Analysis, Management, Team Leadership, Process Improvement, Operations Management, Credit, Coaching, Vendor Management, Sales, Contract Negotiation, Risk Management, Commercial Lending, Financial Analysis, Leadership, CRM, Business Planning, Marketing Strategy, Marketing, Forecasting, Microsoft Excel
Education
Executive Development Institute, Seattle 2006 — 2006
Certificate, Executive Leadership
University of Guam 1996 — 1999
MBA, Business Administration
University of Guam 1992 — 1996
BBA, Finance & Economics
Notre Dame High School 1988 — 1992
High School Diploma, College Prepatory School
Wells Fargo Home Mortgage December 2010 - Present
Wells Fargo Financial March 2009 - December 2010
Wells Fargo Financial March 2004 - July 2009
Wells Fargo Audit July 1998 - February 2004
Skills
Forecasting, Financial Risk, Credit, Process Improvement, Quality Assurance, Loans, Banking, Accounting, Financial Modeling, Operational Risk, Consumer Lending, Data Analysis, Finance, Credit Risk, Credit Cards, Business Process, Analysis, Financial Analysis, Customer Satisfaction, Management, Leadership, Business Intelligence, Auditing, Analytics, Call Centers, Training, Risk Management, Portfolio Management, Business Analysis, Strategic Planning, Insurance, Executive Management, Financial Services
Education
University of Central Missouri 1992 — 1996
American Junior College – Quito – Ecuador 1988 — 1991
Associate Degree, Accounting
Jackson January 2010 - Present
Wells Fargo Financial December 2007 - March 2009
Skills
Alternative Investments, Variable Annuities, Estate Tax Planning, Tax-advantaged..., Personal Finance, Public Speaking, Financial Planning, Customer Service, Retirement, Asset Allocation
Education
University of Colorado at Boulder 2003 — 2007
Bachelor of Science (B.S.), Finance, General
State Farm April 2013 - Present
Global Credit Risk Management Services February 2010 - April 2013
Caribbean Financial Group (previous Wells Fargo division) June 2004 - October 2009
Wells Fargo Financial February 2002 - December 2006
GE Capital May 2000 - March 2002
Experian April 1998 - May 2000
SunTrust Bank February 1998 - March 1998
Skills
Credit Analysis, Operational Risk..., Operational Risk, Credit Risk, Credit Cards, Credit Control, Credit Unions, Counterparty Risk, Credit Scoring, Credit Portfolio..., Stress Testing, Credit Policy, Underwirting, Centralized Underwriting, Vintage Analysis, Vintage, Credit Training, Country Risk Analysis, Country Grading, Loss Forecasting, Allowance Analysis, Allowance Determination, Reserve Provisioning, Commercial Lending, Consumer Lending, Mortgage Lending, Loan Review, Quality Assurance, Risk Rating Systems, Project Management, Regulatory Oversight, Dood-Frank Act, Static Pool Analysis, Risk Metrics, Portfolio Reporting, Roll Rates Analysis, Portfolio Performance..., Delinquency Analysis, Analysis of Losse, Strategic Risk..., Strategic Credit..., Risk Dashboards, Development of..., Approval Process..., Credit Best Practices, Corporate Lending, Experienced Speaker, Real Estate Financing, Real Estate Appraisals, International Business
Education
University of Delaware 1991 — 1994
Graduate, Stonier Banking School
University of Central Florida - College of Business Administration
BSBA, Finance - Marketing
SunTrust April 2015 - Present
Studio 13 Productions June 2014 - January 2015
SunTrust Bank September 2012 - June 2014
Wells Fargo Financial March 2011 - September 2012
Enterprise Rent-A-Car August 2010 - March 2011
McDonald's Corporation April 2001 - August 2010
Skills
Customer Satisfaction, Outlook, Microsoft Excel, Hospitality, Sales, Customer Service, Leadership, Time Management, Analysis, Banking, Financial Analysis, Management, Microsoft Office, Microsoft Word, Public Speaking, Recruiting, Team Building, Teamwork, Training, Forecasting
Education
University of Central Florida 2004 — 2009
Bachelor of Science, Hospitality Management
U.S. Bank March 2014 - Present
US Bank May 2011 - March 2014
Wells Fargo Financial June 2003 - September 2010
Salomon Smith Barney June 2003 - May 2004
Skills
Mortgage Lending, Loans, Banking, Credit, Retail Banking, Commercial Lending, Cross Selling, Loan Origination, Credit Analysis, Underwriting, Commercial Banking, Financial Analysis, Consumer Lending, Sales Management, Risk Management, Small Business Lending, Lines Of Credit, Branch Management, Mortgage Banking, FHA, Residential Mortgages, Mortgage Underwriting
Education
University of California, Riverside 1999 — 2003
B.S, Business Administration
San Marino High School 1995 — 1999
Prudential Financial February 2014 - Present
Prudential Annuities April 2012 - February 2014
Prudential Annuities April 2012 - November 2012
Prudential Retirement April 2010 - April 2012
Wells Fargo Financial December 2009 - April 2010
Skills
Market Research, Segmentation, Financial Services, Analytics, Competitive Analysis, Marketing Strategy, Marketing Research, Marketing Communications, Marketing, Data Analysis, Market Analysis, Direct Marketing, Investments, Management, Banking, Project Management, Analysis
Education
Sacred Heart University 2012 — 2014
Master of Business Administration
The University of Connecticut 2006 — 2009
Bachelor of Science, Business; Finance; Real Estate
Coldwell Banker Residential Real Estate November 1998 - Present
TeamD November 1998 - Present
Wells Fargo Financial January 1993 - October 1998
Skills
REO, Foreclosures, Real Estate, Short Sales, Residential, SFR, Listings, Sellers, Investors, HUD, Real Property, Investment Properties, Relocation, Condos
Education
University of Central Florida 1989 — 1993
BS, Business Finance
University of Central Florida 1989 — 1993
BS, Business Management
Black Knight Financial Services Data & Analytics April 2011 - Present
Lender Processing Services, Inc. (LPS) July 2010 - April 2011
Los Angeles Firemen's Credit Union July 2006 - June 2010
Los Angeles Police Federal Credit Union 2002 - 2006
Wells Fargo Financial 2000 - 2001
Skills
Data Analysis, Quality Assurance, Analysis, Research, Project Coordination, Real Estate Transactions, Leadership, SQL Server 2000-2008, Unix, Filezilla, Adobe Acrobat, Banking, Mortgage Underwriting, Customer Service, MS Office Suite, Credit Analysis, Credit, Loans, Mortgage Lending
Education
University of California, Riverside 1996 — 2000
B.A., Economics/Administrative Studies
US Bank June 2007 - Present
Heartland Business Credit August 2006 - June 2007
Wells Fargo Financial June 2000 - July 2006
Innovative Financial Solutions April 1996 - June 2000
Tokai Financial Services, Inc. June 1987 - June 1996
Skills
Business Development, Program Management, Sales Process, Commercial Lending, Credit, Loans, Asset Based Lending, Portfolio Management, Credit Risk, Finance, Structured Finance, Financial Services, Financial Analysis, Relationship Management, Risk Management, Sales Management, Executive Management, Small Business Lending, Sales
Education
University of Delaware 1972 — 1976
Bachelor of Science (B.S.), Business/Engineering
John Dickinson 1969 — 1972
Topkin, Partlow & Rader May 2012 - Present
Morgan & Morgan July 2010 - February 2012
Wells Fargo Financial September 2009 - May 2010
Obsession Entertainment January 2009 - October 2009
Skills
Data Analysis, Newsletters, Critical Thinking, Strategic Financial..., Marketing Research, Strategic Partnerships, Customer Acquisition, Event Planning, Building Relationships
Education
University of Central Florida - College of Business Administration 2005 — 2009
Marketing, Sales
Freedom Mortgage March 2015 - Present
Stonegate Mortgage Corporation (NYSE: SGM) May 2014 - April 2015
Chase November 2012 - May 2014
Chase 2006 - 2012
Nationstar Mortgage 2000 - 2006
Wells Fargo Financial 1997 - 2000
Skills
Business Development, Sales Management, Leadership, Business Planning, Project Management, Marketing and Promoting, Mortgage Lending, Management, Credit Analysis, Real Estate, Banking, Financial Services, Sales, Sales Operations, Event planning and..., Credit, Loans, Loan Origination, Business, Financial Analysis, Sellers
Education
University of Denver - Daniels College of Business
BSBA, International Business
Citi September 2014 - Present
Wells Fargo Bank August 2010 - September 2014
Wells Fargo Financial June 2009 - July 2010
College Works Painting January 2008 - July 2008
Skills
Leadership, Finance, Risk Management, Sales, Management, Financial Services, Credit
Education
University of Southern California - Marshall School of Business 2015 — 2017
Masters of Science, Social Entrepreneurs
University of California, Riverside 2007 — 2009
B.A., Business Administration and Economics
Girl Scouts of Central & Southern NJ January 2014 - Present
YWCA Delaware September 2001 - December 2013
Wells Fargo Financial April 1995 - November 2000
Bank of New York (Delaware) November 1986 - February 1995
Skills
Public Speaking, Community Outreach, Program Development, Fundraising, Event Management, Volunteer Management, Strategic Planning, Nonprofits, Event Planning, Grant Writing, Leadership, Public Relations, Program Management, Management, Budgets
Education
University of Delaware 1987 — 1991
BS, Operations Management
84.51˚ July 2015 - Present
JPMorgan Chase January 2013 - July 2015
Fidelity Investments April 2007 - January 2013
Wells Fargo Financial May 2006 - March 2007
Skills
SAS programming, SQL, Investments, Microsoft Excel, VBA, Equity Research, Economic Research, Bloomberg, Fixed Income Analysis, Microsoft Office
Education
Xavier University 2008 — 2011
MBA
University of Dayton 2002 — 2006
BS, Economics and Finance
TravelClick January 2012 - Present
SunTrust Bank October 2009 - January 2012
Citifinancial September 2008 - October 2009
Preferred Home Mortgage October 2005 - August 2007
KB Home Mortgage May 2003 - July 2005
Wells Fargo Financial March 1999 - February 2002
Skills
Sales Management, E-commerce, Negotiation, Salesforce.com, Management, Account Management, Sales, Revenue Analysis, Analysis, Strategic Partnerships, Leadership, PPC, Building Relationships, Hotels, Marketing, SEO, Digital Marketing, Team Leadership, Strategy, Property Management..., Web Design, Business Development, Budgets, OTA, Training & Development, Google Analytics, Organizational..., Financial Management, Microsoft Excel, Microsoft Office, Public Speaking, Paid Search Strategy, SEM
Education
University of Central Florida - College of Business Administration 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Central Florida - College of Business Administration 1996 — 1998
Bachelor’s Degree, Marketing
ARRIS October 2013 - May 2014
Pinnacle Foods Corporation March 2010 - April 2013
ACE Group 2009 - 2010
Wells Fargo Financial November 2004 - March 2008
Independence Blue Cross March 2001 - November 2004
Brio Technology (Now Hyperion an Oracle company) April 2000 - March 2001
Skills
Business Intelligence, Business Process..., Business Development, Analytics, SQL, Hyperion Enterprise, Hyperion EPM, Hyperion Interactive..., Hyperion Performance..., Hyperion Reports, OBIEE, Business Objects, Oracle, Microsoft SQL Server, Data Warehousing, Systems Analysis, Business Process, Dashboard, Process Improvement, JavaScript, Information Technology, Training, Analysis, Leadership, Enterprise Architecture, Enterprise Software, Architectures, Databases, Data Modeling, Project Management, Hyperion
Education
Wilmington University 1990 — 1991
University of Delaware 1988 — 1989
Concord High School 1984 — 1988
Colorado State Bank and Trust 2010 - Present
JPMorgan Chase November 1998 - September 2009
Norwest Financial 1988 - 2000
Wells Fargo Financial 1988 - 2000
Skills
Underwriting, Credit, Sales Management, Mortgage Lending, Default, Analysis, Loan Origination, Residential Mortgages, FHA, Refinance, Mortgage Banking, FHA financing, Loans, USDA, VA loans, Construction Loans, Reverse Mortgages, Consumer Lending, Commercial Lending, Loan Servicing, Mortgage Underwriting, Government Loans, Credit Analysis
Education
University of Florida 1984 — 1988
Business, Finance
PNC Mortgage April 2014 - Present
Ameris Bank September 2012 - April 2014
University of Phoenix August 2010 - September 2012
Better Homes and Gardens Real Estate Metro Brokers June 2009 - July 2011
Southeast Mortgage April 2006 - June 2009
Southgate Financial Group 2006 - 2009
Sherwin Williams April 2005 - April 2006
Amerisave Mortgage Corporation July 2004 - March 2005
Wells Fargo Financial January 2003 - June 2004
Skills
Mortgage Lending, Credit, Loans, Customer Service, Banking, Microsoft Office, Real Estate, Microsoft Excel, Credit Analysis, Sales, Finance, Marketing, Team Building, Foreclosures, FHA, USDA, Mortgage Banking, Business Development, Outlook
Education
University of Georgia - Terry College of Business 2001 — 2003
Marketing, Marketing/Sales
Gainesville College 1999 — 2001
Associates, Buisiness
Greater Nevada Financial Services located at Greater Nevada Credit Union March 2004 - Present
AXA Advisors June 2002 - March 2004
Wells Fargo Financial January 1991 - February 2002
Skills
Mutual Funds, Retirement, Wealth Management, Retirement Planning, Credit, Investments, Banking, Financial Analysis, Finance, Mortgage Lending, Asset Allocation, Refinance, Strategic Financial..., Loans, Underwriting, Mortgage Banking, Residential Mortgages, Risk Management, Series 7, Consumer Lending, Portfolio Management, Series 63, Fixed Annuities
Education
University of Connecticut 1982 — 1986
BA, Economics
SunTrust Bank September 2013 - Present
SunTrust Bank June 2011 - August 2013
Wells Fargo Bank March 2009 - June 2011
Wachovia, A Wells Fargo Company May 2004 - February 2009
Wells Fargo Financial September 2003 - May 2004
Skills
Credit, Microsoft Excel, Financial Analysis, Finance, Credit Analysis, P&L Management, Credit Negotiations, Financial Statements, Financial Projection, Strategic Planning, Business Strategy, Project Management, Risk Management, Credit Risk, Loan Origination, Change Management, Presenter, Financial Modeling, Cash Flow Statements, Cash Flow Forecasting, Corporate Finance, Small Business Lending, Consumer Lending, Commercial Lending, Leadership, Investments, Commercial Banking, Banking, Accounting, Treasury Management, Cash Management, Lines Of Credit, Retail Banking, Mortgage Lending, CRM, Cross Selling, Relationship Management, Management, Loans, Portfolio Management, Sales, Analysis, Financial Services
Education
Georgia State University - J. Mack Robinson College of Business 2013 — 2016
Master of Business Administration (M.B.A.), Finance
University of Georgia - Terry College of Business 1999 — 2003
Bachelor's Degree, Finance
Wells Fargo Financial March 2001 - Present
DiPasqua Enterprises/Subway September 1998 - March 2001
Education
University of Central Florida - College of Business Administration 1996 — 2000
BA, Marketing
GM Financial April 2015 - Present
Infiniti Financial Services April 2014 - Present
NIssan Motor Acceptance Corporation (NMAC) June 2013 - April 2014
American Credit Acceptance June 2010 - June 2013
Ford Motor Credit Company June 2009 - March 2010
Ford Motor Credit Company June 2007 - June 2009
Ford Motor Credit Company July 2007 - May 2008
Risk Management Alternatives (RMA) June 2001 - April 2002
University Federal Credit Union October 2000 - April 2001
Wells Fargo Financial October 1996 - July 2000
Skills
Credit, Portfolio Management, Loans, Underwriting, Risk Management, Credit Analysis, Credit Risk, Finance, Business Development, Accounting, Consumer Lending, Credit Cards, Financial Risk, Mortgage Lending, Training, Commercial Lending, Loan Origination, Financial Services, Financial Analysis, Loss Mitigation
Education
University of Guam 1991 — 1996
BBA, Finance/Economics/Bus. Mgmnt
University of Guam 1990 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General and Business Administration
Chickasaw Telecom, Inc. February 2010 - Present
CL Boyd December 2007 - December 2009
Wells Fargo Home Mortgage April 2006 - December 2007
Wells Fargo Financial May 2003 - April 2006
ACS January 2000 - April 2003
Skills
Qualifying Prospects, Account Management, Selling, Cold Calling, Telecommunications, Managed Services, Strategic Planning, Sales, Sales Management, Sales Process, Sales Force Development, Sales Operations, Direct Sales, Salesforce.com, Product Marketing, Channel Partners, VoIP, Solution Selling, Cisco Technologies, Unified Communications, Selling Skills, New Business Development, Sales Presentations, Negotiation, Networking
Education
University of Central Oklahoma 1992 — 1999
Chickasha High School 1987 — 1991
Wells Fargo Financial January 2013 - Present
Wells Fargo January 2009 - December 2012
Wells Fargo June 2004 - December 2008
JPMorgan Chase June 2001 - June 2002
JPMorgan Chase June 1999 - June 2001
Skills
Loans, Portfolio Management, Credit, Underwriting, Real Estate, Real Estate Transactions, Cross Selling, REO, Commercial Real Estate, Credit Risk, Commercial Mortgages, Real Estate Financing, Risk Management, Financial Modeling, Credit Analysis, Commercial Banking, Financial Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
MBA, Finance
University of Florida 1995 — 1999
BSBA, Finance
Securian Financial Group December 2014 - Present
Macalester College August 2010 - Present
Minnesota Life June 2012 - December 2014
University of Delaware July 2010 - July 2012
The M Group Creative June 2011 - October 2011
Wells Fargo April 2008 - July 2010
Wells Fargo Financial June 2007 - June 2008
Skills
Outlook, Access, PowerPoint, Excel, Word, Prezi, Project Management, Marketing, SmartArt
Education
University of Delaware 2010 — 2012
MBA, Marketing
Xavier University - School of Business Administration 2003 — 2007
BSBA, Finance
Wells Fargo Merchant Services July 2010 - Present
Arrowhead Credit Union February 2009 - July 2010
Wells Fargo Auto Finance May 2007 - February 2009
Wells Fargo Auto Finance August 2002 - May 2007
Wells Fargo Financial October 1998 - August 2002
Skills
Underwriting, Selling, Credit, Negotiation, Business Development, Sales, Loans, Leadership, Credit Analysis, Strategic Planning, Management, Coaching, Mortgage Lending, Time Management, Finance, Customer Service, Team Building, Call Centers, Commercial Lending, Sales Management, New Business Development, Loan Origination, Financial Analysis, Banking, Risk Management, Relationship Management, Portfolio Management
Education
University of California, Riverside 1992 — 1995
BS, Business Administration
Rockwood School District November 2006 - Present
Wells Fargo Financial April 2006 - November 2006
Boy Scouts of America May 2005 - April 2006
Skills
Project Management, Avid Media Composer, Adobe Creative Suite, Video Production, Creative Design, Editing, Public Relations, Photoshop, Management, Final Cut Pro, Customer Service, Video, Advertising, Team Building, Microsoft Office, Staff Development, Event Planning, Public Speaking
Education
University of Central Missouri 2001 — 2005
Mass Communications, Marketing, Broadcast Video
University of Central Missouri 2001 — 2005
Bachelor of Science, Mass Communications
Wells Fargo Financial CROPontaba2011 - 2011
Skills
Mortgage Lending, Retail Banking, Financial Analysis, Loans, Consumer Lending, Credit, Strategic Planning, Cross Selling, Underwriting, Customer Service, Sales Management, Banking, Commercial Lending, Business Strategy, Management, Sales, Negotiation, Commercial Banking, Team Building, New Business Development, Marketing Strategy, Account Management, Credit Analysis, Business Development, Investments, Risk Management, Small Business Lending, Loan Origination, Team Leadership, Change Management
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 1998 — 2000
Bachelor's, Business Adminisration
Cornerstone Home Lending, Inc. September 2014 - Present
Academy Mortgage Corporation October 2008 - September 2014
Wells Fargo September 1995 - October 2008
Wells Fargo Financial 1995 - 2005
Skills
Mortgage Lending, FHA, Refinance, Credit, Investment Properties, First Time Home Buyers, Loans, Leadership, Loan Origination, FHA financing, Customer Service, Real Estate Transactions, Selling, Investors, Sellers, Certified Mortgage..., Real Estate, Finance, Banking, Property, Mortgage Banking, Listings, Archery, Sales, Hunting, HUD, Residential Mortgages, Foreclosures, Survival Skills, FHA Financing
Education
University of Colorado Boulder - Leeds School of Business 1990 — 1994
Bachelors, Marketing/International Business
University of St. Petersburg, Russia 1992 — 1992
Russian Language
Mile High Consulting Inc. January 2011 - Present
Wells Fargo Financial September 2005 - January 2011
Wells Fargo Financial June 2003 - September 2005
Skills
Sales Management, Management, Credit, Loans, Sales, Relationship Management, Banking, Sales Operations, Finance, Team Building, Training, Insurance, Coaching, Budgets, Retail, Executive Management, Analysis, Financial Analysis
Education
University of Colorado Denver 1999 — 2003
Business Administration, Marketing and Finance
Arvada West
Arvada West and CU Boulder
TradeGlobal September 2012 - Present
Sales Education Foundation September 2010 - September 2011
Henninger's Inc October 2000 - September 2010
Wells Fargo Financial January 2000 - October 2000
WHIO-TV May 1998 - March 1999
Skills
Marketing, Sales Management, Lead Generation, Public Speaking, Marketing Strategy, Account Management, Management, Social Media Marketing, Integrated Marketing, Sales, Cold Calling, Credit, Event Planning, Customer Service, Leadership, CRM, Social Media, Public Relations, Social Networking, Recruiting, Direct Marketing, Marketing Communications, Selling, Business Development, Email Marketing, Fundraising, Strategic Planning, Online Advertising, New Business Development, Online Marketing, Accounting, Team Building, Project Management, Budgets, Sales Process, Advertising, Cross-functional Team..., Career Development, Strategy, Purchasing, B2B, Sales Presentations, Marketing Research, Employee Benefits, Salesforce.com, Event Management, Research, Press Releases, Building Relationships
Education
University of Dayton 1995 — 1999
Bachelor of Arts and Sciences, Communications
St. Ignatius Loyola Academy September 2014 - Present
Constellation August 2014 - Present
Constellation Energy April 2012 - July 2014
Exelon Power Team October 2009 - March 2012
Exelon Power Team August 2008 - November 2009
Exelon Power Team July 2007 - July 2008
Capstone Analytics March 2006 - July 2007
Wells Fargo Financial January 2005 - March 2007
Skills
Commodity Markets, Risk Management, Analytics, Financial Modeling, Analysis, Energy Markets, Financial Risk, Energy, Strategy, Commodity, Business Analysis, Data Analysis, Electricity Markets
Education
University of Delaware 2002 — 2003
M.A, Economics
University of Delaware 1998 — 2002
Wells Fargo January 2013 - Present
Wells Fargo July 2010 - December 2012
WELLS FARGO FINANCIAL June 2005 - July 2010
Skills
Loans, Loan Origination, Consumer Lending, Mortgage Lending, Banking, Long-term Customer..., Credit, Lines Of Credit, Cross Selling, Small Business Lending
Education
University of Florida 2001 — 2005
Coldwell Banker West Shell August 2013 - Present
Zion Bethel Missionary Temple West April 2012 - Present
Ingenuity Closing Agency L.L.C. October 2009 - Present
Self Employed January 1998 - October 2009
RE/MAX Results Plus Liberty June 2004 - December 2007
Equity Resources, Inc December 2001 - June 2004
Wells Fargo Financial June 2001 - December 2001
Skills
Real Estate, Mortgage Lending, First Time Home Buyers, Referrals, Sellers, Buyers, Sales, Loans, Real Estate Economics, FHA, Refinance, Finance, Consulting, Networking, Workshops, Public Speaking, Ministry Leadership, Pastoral Care, Team Building
Education
University of Cincinnati 1995 — 2001
Bachelor's degree, Business Economics / Real Estate
Apria Healthcare March 2014 - Present
DaVita March 2011 - March 2014
Wells Fargo Financial March 2009 - November 2009
Skills
Business Process..., Process Improvement, Project Management, Project Planning, MS Project, Financial Analysis, Financial Modeling, Credit, Data Analysis, Financial Services, Loans, Refinance, Analysis, Business Analysis, Business Process, Management, Visio, SharePoint, Business Strategy, Business Development, Strategic Planning, Microsoft Excel, Requirements Gathering, Outlook, Strategy, Leadership, Access, Six Sigma, PMP, Friendly Personality, PMO, Executive Management, Consulting, Business Planning, VBA, Project Portfolio..., CRM, Software Documentation, PowerPoint, Operations Management, Program Management, Healthcare, Cross-functional Team..., Healthcare Management, Sales, Team Building, Budgets
Education
Villanova University 2014 — 2014
Lean Six Sigma Sensai, Lean Six Sigma
Villanova University 2013 — 2013
Essentials of Project Management, Project Management, A
University of California, San Diego 2003 — 2008
Bachelor of Arts (BA), Economics
Wells Fargo November 2013 - Present
Enterprise Fleet Management September 2010 - November 2013
Wells Fargo Financial August 2005 - September 2010
Skills
Credit, Sales, Account Management, Sales Management, Loans, Customer Retention, B2B, Automotive, Customer Satisfaction, Team Building, New Business Development, Sales Process, Sales Operations
Education
University of Colorado Boulder 2001 — 2005
Bachelor’s Degree, Economics
Chevron Energy Solutions May 2014 - Present
Chevron Energy Solutions May 2009 - Present
Southland Industries 2004 - 2009
Wells Fargo Financial 2003 - 2004
Skills
Renewable Energy, Business Development, Construction, Construction Management, Contract Management, Energy, Energy Efficiency, Engineering, HVAC, MS Project, Program Management, Project Management, Solar Energy, Sustainability, Contract Negotiation
Education
University of California, San Diego 1999 — 2003
Spectrum Marketing January 2002 - Present
Spectrum Mortgage 2005 - Present
Comverge December 2011 - December 2012
Small Business Resources, Inc. January 2000 - January 2002
Bank of America January 1997 - January 2000
Bank of America January 1995 - January 1997
Wells Fargo Financial January 1986 - January 1995
Skills
Business Development, Start-ups, Risk Management, Banking, Credit, Marketing, Management, Sales, Loans, Mergers, B2B, Marketing Management, Underwriting, Advertising, Financial Services, New Business Development, Financial Risk, Strategic Planning, Account Management, Marketing Strategy, Mergers & Acquisitions, Mortgage Lending, Small Business
Education
Drexel University - MBA 1990 — 1995
MBA, Finance and Marketing
University of Delaware - Lerner College of Business and Economics 1981 — 1985
Bachelor of Science, Econmics
EverBank August 2013 - Present
Macquarie Equipment Finance February 2012 - August 2013
LFC Capital, Inc. January 2011 - February 2012
MEI Healthcare Capital June 2010 - January 2011
Tygris Commercial Finance / Marcap Corp August 2004 - December 2008
Wells Fargo Financial September 2003 - August 2004
DVI FINANCIAL September 1999 - August 2003
Matsco Financial October 1997 - September 1999
MATSCO FINANCIAL CORPORATION October 1997 - September 1999
Morgan Stanley July 1996 - October 1997
Education
University of California, Santa Barbara 1985 — 1990
Bachelor of Arts, Economics
Wells Fargo Home Mortgage December 2010 - Present
Wells Fargo Financial January 2007 - September 2010
Wells Fargo Financial May 2005 - January 2007
Wells Fargo Financial December 2003 - May 2005
Skills
Loans, Mortgage Lending, Sales, Management, Leadership, Credit, Residential Mortgages, Refinance, Loan Origination, Sales Management, Real Estate, Banking, Mortgage Banking, Finance
Education
University of California, Santa Barbara 1998 — 2003
BA, Psychology
Ally Financial Inc. October 2004 - February 2009
Dexsta Credit Union July 2004 - October 2004
Wells Fargo Financial February 2003 - July 2004
Union Acceptance Corp August 1999 - January 2003
PNC September 1991 - July 1997
Skills
Consumer Lending, Credit, Mortgage Lending, Credit Analysis, Sales Management, Customer Retention
Education
University of Delaware 1979 — 1982
Bachelor of Science, Business Finance
Bank of the West January 2014 - Present
Valley Community Bank August 2013 - December 2013
Bank of the West September 2012 - August 2013
US Bank June 2010 - March 2012
Premier Service Bank March 2005 - June 2010
Wells Fargo Financial September 2004 - March 2005
Springboard October 2002 - March 2004
Skills
Credit, Underwriting, Financial Analysis, Credit Analysis, Banking, Customer Service, Loans, Commercial Lending, Commercial Banking, Cash Flow, Finance, Management, Portfolio Management, Risk Management, Financial Modeling, Credit Risk
Education
University of California, Riverside 2002 — 2004
B.S., Business Administration
University of California, Santa Cruz 2000 — 2002
Business Economics
Oracle March 2013 - Present
IAMCP January 2011 - March 2013
AAJ Technologies, Microsoft Partner July 2010 - March 2013
Oracle February 2007 - July 2010
UML 2004 - 2007
JPMorgan Chase 2002 - 2004
Wells Fargo Financial 1999 - 2002
Skills
Enterprise Software, SaaS, Solution Selling, Healthcare, Business Process..., CRM, Software Development, Business Intelligence, Account Management, Selling, Management, Program Management, Cloud Computing, Direct Sales, Strategic Partnerships, Vendor Management, Sales, Salesforce.com, Business Development, Team Leadership, SharePoint, Sales Process, Team Building, Strategy, Lead Generation, Channel Partners, Product Management, Professional Services, Business Alliances, Partner Management, Start-ups, Demand Generation
Education
The University of Connecticut 1994 — 1999
BS
Guilford High School 1991 — 1994
JPMorgan Chase November 2010 - Present
JPMorgan Chase July 2009 - November 2010
Wachovia, A Wells Fargo Company May 2007 - July 2009
Wells Fargo Financial July 2002 - May 2007
Skills
Banking, Cash Management, Commercial Banking, Consumer Lending, Credit, Credit Analysis, Finance, Loans, Lines Of Credit, Mortgage Lending, Management, Process Improvement, Portfolio Management, Sales, Retail Banking, Small Business Lending, Commercial Lending, Branch Banking, Treasury Management, Cross Selling, Deposits, Loan Origination
Education
University of California, San Diego 1998 — 2002
BS, Management Science
Houzz November 2014 - Present
Rockit Solutions, LLC (A Rockefeller Company) July 2013 - October 2014
Rockit Solutions, LLC (A Rockefeller Company) February 2012 - July 2013
Rockit Solutions, LLC (A Rockefeller Company) May 2011 - February 2012
Wells Fargo September 2010 - May 2011
Wells Fargo Financial May 2010 - September 2010
Delta Sigma Pi September 2008 - May 2010
Merrill Lynch September 2009 - December 2009
Union Street Market September 2007 - October 2008
Skills
Outlook, PowerPoint, Excel, Word, Customer Service, Bloomberg, Access, Microsoft Excel, Analysis, Microsoft Word, Investments, Banking, Microsoft Office, Financial Reporting, Sales, Finance, Hedge Funds, Management, Equities, Financial Analysis, Marketing
Education
University of Connecticut 2006 — 2010
BS in Business Administration, Business Management
SunTrust Bank August 2013 - Present
Fifth Third Bank July 2008 - August 2013
Wells Fargo Financial March 2005 - July 2008
AP Financial March 2003 - March 2005
Skills
Loans, Credit, Mortgage Lending, Sales, Relationship Management, Credit Analysis, Consumer Lending, Small Business Lending, Customer Service, Commercial Banking, Finance, Financial Analysis, Retail Banking, Financial Services, Cross Selling, Credit Cards, Lines Of Credit, Refinance, Residential Mortgages, Branch Management, Banking, Mortgage Banking, Credit Risk, Talent Management, Talent Acquisition, People Development, Inspiring Leadership, Inspiring Teams, Marketing Strategy, Strategic Planning, Team Building, Team Leadership, Team Effectiveness, Highly Effective Teams, Performance Management, Deposits, Branch Banking, Home Equity Loans, Home Equity Lines of..., Banking Relationships, Cold Calling, SBA, Loan Servicing, Loan Origination, Leadership, Management, Sales Management, Risk Management, Commercial Lending, Underwriting
Education
University of Central Florida - College of Business Administration 1999 — 2001
Bachelors Degree, Finance
Valencia Community College 1997 — 1999
Associate's Degree, Business Administration
Wolters Kluwer Health August 2014 - Present
Aon Risk Solutions January 2013 - August 2014
Aon Risk Solutions, Miami, Florida May 2010 - January 2013
Wells Fargo Financial October 2009 - February 2010
Skills
Account Management, Brokers, Customer Service, Financial Analysis, Insurance, Leadership, Marketing, Microsoft Excel, New Business Development, Private Equity, Property, Sales, Risk Management, Social Media, Marketing Strategy, Microsoft Word, Public Speaking
Education
University of Cincinnati College of Business 2005 — 2009
Business, Finance, Real Estate
Walter Agency June 2015 - Present
Wells Fargo Insurance Services February 2015 - June 2015
Florida Farm Bureau Insurance December 2011 - February 2015
SunState Federal Credit Union September 2010 - December 2011
Wells Fargo Financial May 1999 - August 2010
Skills
Investments, Insurance, Underwriting, Customer Service, Financial Services, Loans, Banking, Credit, Sales, Risk Management, Strategic Planning, Small Business, Sales Management, Marketing, Life Insurance, Fixed Annuities, New Business Development, Negotiation, Real Estate, Leadership, Financial Analysis, Mortgage Lending, Property & Casualty..., Team Building, Retirement, Retirement Planning, Finance, Management, Strategic Financial..., Term Life Insurance, Employee Benefits, Disability Insurance, Relationship Management, Investment Properties
Education
University of Florida
University of Florida
Concentra January 2013 - Present
Concentra Medical Center July 2010 - January 2013
Wells Fargo Financial February 2009 - July 2010
Anderson Erickson Dairy 2007 - 2008
Skills
Healthcare, Account Management, CRM, Cold Calling, Customer Service, Leadership, Management, Marketing, Medicine, Program Management, Project Management, Public Relations
Education
University of Cincinnati College of Business 2006 — 2009
Marketing
VAlley High School
GE 2011 - Present
Wal-Mart 2008 - 2011
Taylor Nelson Sofres 2004 - 2008
Earthlink 2004 - 2004
University of Colorado at Colorado Springs 2002 - 2004
Wells Fargo Financial 2001 - 2002
Center for Community Development & Design 1997 - 2001
Skills
Segmentation, Customer Insight, Market Research, Competitive Analysis, Marketing Research, Analytics, Product Development, Strategy, Marketing Strategy, Research, Leadership, Competitive Intelligence, Market Analysis, Consumer Behaviour, Cross-functional Team..., Thought Leadership, Qualitative Research, Primary Research, Focus Groups, Marketing, Advertising Research, Advertising, Marketing Management, Consumer Trends, Voice of the Customer, Research Design, Quantitative Research, Brand Equity, Brand Loyalty, Strategic Thinking, Ethnography, Retail Category..., Management, Strategic Planning, Retail
Education
University of Colorado Colorado Springs
M.A.
University of Dayton
B.S.
Bonneville Phoenix, KTAR FM April 2012 - Present
ADP January 2010 - May 2012
Wells Fargo Financial July 2008 - January 2010
Studio E Design Group September 2007 - April 2008
Skills
Marketing, Sales, Customer Service, Cold Calling, Human Resources, Management, Advertising, Marketing Strategy, SEO, Training, Time Management, Networking, Small Business, Payroll, Retail, Salesforce.com, Account Management, PPC, Sales Process, Sales Presentations, B2B, Lead Generation, Social Networking, Direct Sales, Social Media Marketing, CRM, Selling
Education
University of Florida - Warrington College Of Business 2004 — 2006
BS, Finance, Entrepreneurship
University of South Florida 2002 — 2004
AA, General Studies
Deloitte September 2007 - Present
ISACA (Information Security Audit Control Association) - Orange County Chapter July 2011 - July 2012
QSP, Inc July 1997 - July 2007
Wells Fargo Financial November 1996 - July 1997
Skills
Enterprise Risk..., Sarbanes-Oxley Act, IT Audit, CISA, Governance, Business Process..., Auditing, Financial Analysis, SAS70, Risk Assessment, Sarbanes-Oxley, Risk Management, Forecasting, COBIT, Internal Audit, Internal Controls, Information Technology, Social Media, Cloud Computing, Cyber-security, Cyber Intelligence, Cyber Security..., Incident Response, Information Security..., Network Security, Web Penetration Testing
Education
University of California, Santa Barbara 1992 — 1996
Bachelor of Arts
Home Funding Corp. 2012 - Present
Key Funding & Paramount Real Estate Corp 2004 - 2011
Countrywide September 2001 - June 2004
Wells Fargo Financial September 1993 - August 2001
Skills
Short Sales, REO, Listings, Investors, Investment Properties, Real Estate Transactions, Relocation, Residential Homes, Real Estate, Luxury, Referrals, Buyer Representation, Property Management, Single Family Homes, Foreclosures, Income Properties, Real Estate Economics, Credit, Mortgage Lending, Property, Sellers, Seniors, Selling, Brokerage, Real Property, Condos, Real Estate Development, First Time Home Buyers, Loan Origination, ABR, FHA, Loans, SFR, Real Estate Financing, Refinance, Move Up Buyers, 1031 Exchanges, HUD
Education
GRI and SFR Certified 2011 — 2011
University of California, Santa Cruz 1988 — 1992
Bachelor Degree, Double Major: Math & Economics
Bright Horizons October 2013 - Present
Dentsply Implants August 2011 - Present
Dentsply Implants August 2009 - August 2011
Dentaquest Ventures April 2009 - July 2009
Keystone Dental Inc. October 2008 - April 2009
Wells Fargo Financial November 2007 - August 2008
Skills
Communication, Journal Entries, Invoicing, Accounts Receivable, Finance, Account Reconciliation, General Ledger, Financial Analysis, Financial Statements, Customer Service, Budgets, Financial Reporting, Payments
Education
University of Phoenix 2009 — 2012
Masters of Science, Accountancy, 3.7
University of Massachusetts, Amherst 2005 — 2008
Bachelor of Arts (B.A.), Economics
University of Cincinnati 2003 — 2004
SapientNitro May 2013 - Present
SapientNitro September 2012 - May 2013
Lowe's Home Improvement January 2012 - May 2013
Reynolds & Reynolds October 2010 - September 2011
Jack's Pets January 2011 - May 2011
Wells Fargo Financial April 2010 - October 2010
University of Dayton, School of Business January 2010 - May 2010
Cox Enterprises, WHIO-TV, Channel 7 December 2006 - April 2010
Cox Enterprises, WHIO-TV, Channel 7 September 2005 - December 2006
Wireless works May 2003 - September 2005
Skills
Project Management, Business Strategy, Business Analysis, Marketing Communications, Strategic Communications, Sales Operations, Marketing Strategy, Market Analysis, Market Planning, Sales Process, Business Planning, Marketing Research, Market Research, Community Relations, New Business Development, Project Coordination, Management, Strategic Planning, Community Development, Cross-functional Team..., Analysis, Marketing, Strategy, Leadership, Team Leadership, Negotiation, Customer Service, Teamwork, Business Development, Social Media, Recruiting
Education
University of Dayton 2008 — 2011
Master of Business Administration, Marketing
University of Dayton 2002 — 2005
Communication, Electronic Media
Medline Industries September 2013 - Present
Bluewolf November 2012 - May 2013
RJ Reynolds Tobacco Co November 2010 - November 2012
Wells Fargo Financial June 2009 - July 2010
Merrill Lynch March 2009 - June 2009
UCR September 2007 - June 2009
FUTURE BUSINESS LEADERS OF AMERICA October 2006 - June 2009
Skills
Marketing, Sales, Territory Management, branding, Product Launch Events, Account Management, Brand Developement, Product Marketing, Consumer Marketing, Brand Development, Sales Force Development, Business Planning, Business Analysis, Business Development, Salesforce.com, Sales Operations, Management, Leadership
Education
University of California, Riverside 2005 — 2009
Bachelor's degree, Business Administration, 3.5
Lowell High School 2001 — 2005
General Education
EverBank June 2009 - Present
Ace Mortgage Funding June 2007 - June 2009
1st Metropolitan Mortgage June 2008 - January 2009
Wells Fargo Financial January 2004 - June 2007
Skills
Mortgage Lending, Loan Origination, Banking, Mortgage Banking, Residential Mortgages, Refinance, FHA, USDA, VA loans, FHA financing, Credit, Reverse Mortgages, Mortgage Underwriting, Loans, Mortgage Servicing, FHA Financing
Education
University of Florida
BA in Business Administration/ Minor in Mass Communications, Business, Marketing, Finance, Mass Communications
ReachLocal July 2008 - Present
Lincoln Financial Media January 2006 - July 2008
Entercom Communications 2001 - 2006
United Personnel 2000 - 2001
Wells Fargo Financial September 1998 - June 2000
Skills
Online Advertising, Advertising, Marketing, Small Business, Social Media Marketing, Interactive Media..., Interactive Media, PPC, PPC Bid Management, SEM, Lead Generation, Local Search, Online Marketing, Start-ups, Marketing Communications, Social Media, Interactive Marketing, Mobile Marketing, Salesforce.com, Digital Media, Entrepreneurship, Media Buying, Digital Marketing, Selling, Web Analytics, Media Planning, Digital Strategy, Web Marketing, SEO, Social Networking, Google Analytics, Direct Sales, Sales, Advertising Sales, Email Marketing, E-commerce, Online Reputation..., Cold Calling, Integrated Marketing, Facebook, Analytics, Google Adwords, Website Development, Conversion Optimization, Display Advertising, Search Advertising
Education
University of Colorado at Denver 2001 — 2004
Masters of Business Administration (MBA)
University of Colorado Boulder - Leeds School of Business 1994 — 1998
Bachelor of Science, Finance
Optimedia US March 2014 - Present
Starcom MediaVest Group July 2012 - March 2014
Starcom MediaVest Group March 2011 - July 2012
Wells Fargo Bank August 2010 - March 2011
Wells Fargo Financial June 2010 - August 2010
Stephen Gould Corporation June 2008 - August 2008
Skills
Media Planning, Social Media, Advertising, Marketing Communications, Digital Strategy, Integrated Marketing, Online Advertising, Microsoft Word, Media Buying, Social Networking, Market Research, Mobile Marketing, Marketing
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor of Science, Operations Management, Marketing
HubSpot January 2015 - Present
HubSpot July 2014 - January 2015
HubSpot October 2013 - June 2014
HubSpot January 2013 - September 2013
WordStream November 2011 - December 2012
Experian QAS US November 2010 - November 2011
Experian QAS US November 2010 - April 2011
Wells Fargo Financial May 2010 - October 2010
Bank of America December 2009 - May 2010
National Student Leadership Conference 2009 - 2010
Skills
Research, Sales Process, Social Media Marketing, Salesforce.com, PowerPoint, Siebel, Cold Calling Experience, RFP Generation, Vendor Relationships, Business Development, Online Marketing..., Sales Prospecting, General Awesomeness, Inbound Marketing, Inbound Lead Generation, Time Management, Cold Calling, Online Marketing, PPC, SEO, CRM, SEM, Lead Generation, Online Advertising, Direct Sales, Selling, Google Adwords, Customer Acquisition, Leadership, Management, Sales Management, Competitive Analysis
Education
The University of Connecticut 2006 — 2010
Bachelor of Arts, Economics, Business Administration
E.O Smith High School 2002 — 2006
High School Diploma, General
LogicalisUS August 2013 - Present
NetApp June 2010 - August 2013
CDW June 2000 - June 2010
Wells Fargo Financial 1998 - 2000
Education
University of Colorado Boulder 1993 — 1997
BS
Laureate International Universities August 2014 - Present
Laureate Education June 2009 - Present
Aero Financial June 2009 - August 2011
Wells Fargo Financial July 2006 - September 2008
Skills
Financial Analysis, Capital Budgeting, Forecasting, Corporate Finance, Marketing, Revenue Forecasting, Microsoft Excel, Microsoft Access, Financial Markets, Financial Advisory, Coaching, Program Management, Sales, Strategic Planning, Strategy
Education
Walden University 2010 — 2011
Masters in Business Administration, Corporate Finance
University of Florida 2002 — 2005
B.S., Marketing
Worldwide Facilities LLC October 2004 - Present
Colemont Insurance Brokers January 2004 - October 2004
Wells Fargo Financial June 2003 - October 2003
Skills
Commercial Insurance, Property & Casualty..., Brokers, Customer Service, Umbrella, Microsoft Office, Casualty, Excess & Surplus Lines, Commercial Property, Umbrella Insurance, Insurance, Employment Practices..., Professional Liability, Commercial Real Estate, Excess, D&O, Commercial Lines
Education
University of Georgia - Terry College of Business 1999 — 2003
BBA, Risk Management & Insurance, Minor in Spanish
The National Alliance for Insurance Education & Research
CIC, CRM, Certified Insurance Counselor, Certified Risk Manager
Concentra March 2012 - Present
Perfect North Slopes 2004 - Present
Fifth Third Bank September 2010 - January 2012
Wells Fargo Financial May 2010 - September 2010
Buckle April 2006 - December 2009
Hershey Company March 2009 - September 2009
Definity Partners February 2008 - September 2008
Skills
Sales, Sales Management, Team Leadership, Customer Service, Cold Calling, Time Management, Recruiting, Microsoft Office, Microsoft Excel, Market Research, Training, Marketing, PowerPoint, Strategic Planning, Microsoft Word, Coaching, Account Management, Team Building, Leadership, Retail
Education
ESEC Toulouse Business School 2010 — 2010
Bachelor's degree, International Business
University of Cincinnati 2005 — 2010
Business Administration, Marketing and International Business
Real Estate Mortgage Network February 2012 - Present
Atlantic Home Loans July 2010 - February 2012
Bank of America 2009 - 2010
Countrywide 2002 - 2009
Weichert Financial Services 1998 - 2002
Wells Fargo Financial 1996 - 1998
Education
University of Dayton 1974 — 1978
BS, Marketing
Barclays Investment Bank November 2013 - Present
JPMorgan Chase March 2013 - November 2013
JP Morgan Chase August 2010 - February 2013
Wells Fargo Financial June 2009 - July 2010
Skills
Loans, Leadership, Banking, Financial Analysis, Management, Credit, Finance
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Bachelor of Science, Finance and Marketing
ICON plc April 2015 - Present
ICON plc June 2013 - March 2015
ICON plc May 2011 - June 2013
ICON Clinical Research December 2008 - September 2011
Wells Fargo Financial January 2008 - November 2008
Option One Mortgage September 2003 - December 2007
ISA June 2000 - June 2003
Skills
Process Improvement, Clinical Trials, Management, Sales Management, Forecasting, Analysis, Budgets, Leadership, Data Analysis, Finance, Business Planning, Variance Analysis, Pricing, Teamwork, Pharmaceutical Industry, Financial Analysis, CRO, Revenue Recognition, Financial Reporting, Microsoft Excel, Access, Program Management
Education
University of Delaware 1999 — 2003
B.S.B.A, Operations Management
University of Delaware - Lerner College of Business and Economics 1999 — 2003
Operations Management with Minor in Economics, Business Administration
Innovative Labeling Solutions June 2015 - Present
Innovative Labeling Solutions August 2014 - June 2015
Backporch Saloon April 2008 - August 2014
University of Cincinnati September 2009 - February 2013
Champps Americana April 2003 - April 2008
Wells Fargo Financial September 2007 - March 2008
Buffalo Wild Wings January 2002 - April 2003
Skills
Training, Management, Customer Service, Teamwork, Leadership, Time Management, Networking, Data Analysis, Sales, Troubleshooting, Customer Satisfaction, Strategic Planning, Event Planning, Marketing Strategy, Event Management, Team Building, Project Management, Budget Management, Community Outreach, Attention to Detail, Digital Printing, Labels, Shrink Sleeves, Continuous Process..., Public Speaking, Team Leadership
Education
University of Cincinnati 2012 — 2013
Graduate Studies
University of Cincinnati 2009 — 2012
Bachelor of Science (B.S.), Biological and Biomedical Sciences
University of Cincinnati 2002 — 2007
Bachelor of Arts, Business Economics
Events Unleashed July 2000 - Present
Hawaiian Falls Water Parks & Adventure Parks May 2015 - Present
IBC BANK/IBC BANK MORTGAGE May 2006 - May 2015
All Called Ministries January 2008 - January 2010
IBC Bank May 2006 - June 2008
Wells Fargo Financial April 2005 - May 2006
Skills
Marketing Communications, Strategic Leadership, New Business Development, CRM, Leadership, Business Development, Training, Marketing, Event Planning, Customer Service, Management, Public Speaking, Entrepreneurship, Sales, Strategic Planning, Team Building
Education
University of Central Oklahoma
BBA, BUSINESS COMMUNICATIONS
University of Central Oklahoma
Bachelor's degree, Business/Corporate Communications
84.51˚ August 2015 - Present
Catholic Health Initiatives March 2015 - August 2015
Vantiv March 2012 - March 2015
Vantiv April 2010 - June 2012
Wells Fargo Financial February 2009 - June 2009
Pump Pros Inc January 2008 - June 2008
Total Quality Logistics September 2006 - September 2007
Skills
Compensation, Payroll, HRIS, Customer Relations, Relocation, Employee Engagement, Unemployment Claims, Project Planning, Project Management, Human Resources, Hiring, Customer Service, Team Building, Analysis, Negotiation, Management, Applicant Tracking..., Leadership Development, Leadership, Coaching, Employee Relations, Budgets, Deferred Compensation, Onboarding, Training, Process Improvement, Employee Benefits, Sales, Interviews, Strategic Planning, New Hire Orientations
Education
University of Cincinnati 2011 — 2012
Masters of Human Resources
University of Cincinnati 2004 — 2008
Bachelors, Marketing & Management
McNicholas High School 2000 — 2004
PNC March 2013 - Present
FirstMerit Bank August 2012 - March 2013
New York Community Bancorp, Inc. October 2006 - December 2012
AmTrust Bank August 2001 - October 2006
AmTrust Bank - Ohio Savings Bank June 1998 - August 2001
Wells Fargo Financial October 1991 - June 1998
Skills
Certified Project..., Sales Management, Vendor Management, Project Portfolio..., Business Analysis, SDLC, Banking, Project Management, Process Improvement, Requirements Gathering, Change Management, Strategic Planning, Business Process..., Risk Management, Retail Banking, Visio, Software Project..., PMO, Software Documentation, Information Technology, Leadership, Banking Technologies, PMP, Integration, Strategy, Financial Services, Business Intelligence, Management
Education
University of Cincinnati College of Business 1986 — 1990
BBA, Finance, Marketing
Management Consulting Group, Embry-Riddle Aeronautical University November 2014 - Present
Embry-Riddle Aeronautical University September 2003 - Present
Embry-Riddle Aeronautical University September 2005 - December 2013
Wells Fargo Financial May 1995 - September 2001
Skills
Aerospace, Team Leadership, Air Traffic Control, Management, Aeronautics, Research, Mechanical Engineering, Aviation, Human Factors, Program Management, Systems Engineering, Aircraft, Training, DoD, Higher Education, Public Speaking, Leadership Development, Technical Writing, PowerPoint, Flights, UAV, Project Management, Data Analysis, Piloting, Student Development, Adult Education, Leadership, E-Learning, Student Affairs, Time Management, Instructional Design, Analysis, Staff Development, Teaching, Project Planning, Microsoft Office, Career Counseling
Education
University of Central Florida 2004 — 2004
Certificate, Career Counseling
University of Central Florida 2002 — 2003
M.A. Educational Leadership, Higher Education
University of Florida - Warrington College Of Business 1992 — 1994
Bachelor of Science in Business Administration, Management
Travelers April 2005 - Present
Wells Fargo Financial April 2004 - March 2005
wells fargo financial 2004 - 2005
Education
University of California, San Diego 2000 — 2004
RBC Bank (USA) April 2010 - Present
Lending Hand Mortgage Corp. June 2001 - June 2009
Wells Fargo Financial February 1998 - April 2001
Norwest Financial February 1993 - January 1998
Education
University of Central Florida - College of Business Administration 1988 — 1992
Bachelor of Science, Finance
NovusAGENDA July 2015 - Present
Trial Consultants, Inc. July 2011 - July 2015
Trial Consultants, Inc. March 2011 - July 2011
Target June 2010 - March 2011
Wells Fargo Financial June 2009 - June 2010
Univeristy of Florida - J. Wayne Reitz Union January 2007 - May 2009
Best IT June 2008 - August 2008
Wachovia Bank May 2007 - August 2007
Gibraltar Mortgage May 2006 - July 2006
Skills
Management, Analysis, Marketing, Social Media, Time Management, Sales, Microsoft Office, Customer Service, Research, Legal Research, Legal Writing, Advertising, Teamwork, New Business Development, Market Research, Outlook, PowerPoint, Data Analysis, Strategic Planning, Editing, Recruiting, Interviews, Event Planning, Creative Problem Solving, Focus Groups, Fundraising, Employee Training, Online Moderation, Collaborative..., Collaborative Working, Training & Development, Moderating, Employee Management, Employee Engagement, Survey Design, Surveying, QuickBooks, Account Management, Relationship Management
Education
University of Florida - Warrington College of Business Administration 2005 — 2009
B.Sc., Marketing, Entrepreneurship
Networked Insurance Agents August 2015 - Present
NetSol Technologies Inc. - NetSol Mobility Solutions January 2013 - August 2015
j2 Global November 2011 - January 2013
Coldwell Banker / Prudential California Realty March 2009 - September 2011
TECIS Insurance 2007 - 2008
Applied Underwriters January 2001 - January 2006
Wells Fargo Financial April 1998 - December 2000
Skills
Marketing Strategy, Direct Sales, Sales Process, Property & Casualty..., Training, Coaching, Business Development, Marketing, Insurance, Selling, Negotiation, Sales Management, Sales, B2B, Customer Service, Solution Selling, New Business Development, Account Management, Team Leadership, Business Strategy, Sales Operations, Strategy, Leadership, Cloud Computing, Customer Retention, Program Management, Analysis, Project Management, Finance, Cold Calling, CRM, Lead Generation, Product Marketing, Networking, Business Analysis, Enterprise Software, Cross-functional Team..., Risk Management, Sales Presentations, SaaS, Strategic Partnerships, Management, Microsoft Office, Start-ups
Education
University of California, Santa Barbara 1994 — 1998
Bachelor of Arts (B.A.), Business/Economics
TD Ameritrade November 2008 - Present
Edward Jones December 2006 - October 2008
wells fargo financial June 2002 - November 2006
Skills
Series 7, Investment Advisory, Series 24, Investments, Asset Allocation, Investment Management, Wealth Management..., Portfolio Management, Asset Management, High Net Worth..., Risk Management, Series 63, Uniform Combined State..., Mutual Funds, FINRA, Investment Strategies, Wealth Management, Valuation, ETFs, Alternative Investments
Education
University of Delaware
Bachelor of Science (BS), Finance, General
North American Power August 2015 - Present
Louis Dreyfus Commodities July 2014 - July 2015
Triple Point Technology November 2010 - June 2014
OpenLink Financial May 2010 - November 2010
TradeCapture December 2007 - May 2010
Wells Fargo Financial 2006 - 2007
Enterprise Rent A Car October 2005 - November 2006
Skills
Energy Trading, SQL, Commodities, Trading, Banking, ETRM, CTRM, Pricing, Position Management, scheduling, Logistics, SAP, TriplePoint, Openlink, icts symphony, Invoicing, confirmations, Commodity, Commodity Markets, Software Project..., Market Risk, Requirements Analysis, Process Scheduler, Trading Systems
Education
University of Denver 2000 — 2005
BSBA, Business Management
New Canaan High School 1996 — 2000
High School Diploma
Wells Fargo 2012 - Present
Wells Fargo Financial August 2002 - Present
Wells Fargo & Co 2002 - Present
Wells Fargo Bank 2002 - Present
Houtson Community Call Center August 2000 - August 2002
First USA July 1996 - August 2000
Education
University of Delaware - Lerner College of Business and Economics 1989 — 1993
BS, Marketing
Alexis I duPont 1986 — 1989
Wells Fargo March 2007 - Present
Wells Fargo Financial 2001 - 2007
Education
University of Dayton 1995 — 2000
Environmental Biology
Commerce Bank January 2015 - Present
First Bank of Missouri July 2014 - January 2015
Commerce Bank April 2007 - July 2014
Wells Fargo Financial June 2006 - May 2007
Home Funds Direct Mortgage October 2005 - May 2006
Skills
Commercial Lending, Credit, Leadership, Lines Of Credit, Loans, Management, Mortgage Lending
Education
William Jewell College 2013 — 2013
The Doniphan Leadership Institute--Leadership Certificate
Central Missouri State University 2000 — 2005
Finance
Weyerhaeuser Co June 2000 - Present
Weyerhaeuser June 2000 - March 2005
Wells Fargo Financial April 1998 - June 2000
Skills
Supply Chain Management, SAP, Sales, Continuous Improvement, Customer Service, Team Building, Budgets, Teamwork, New Business Development, Management, Microsoft Excel, Process Engineering, ERP, Cost Accounting, Strategic Planning, Analysis, Pricing, Negotiation, Leadership, Microsoft Office, Access, Financial Analysis, Income Statement, Cross-functional Team..., Team Leadership, Account Management, Forecasting, Process Improvement, Contract Negotiation, Outlook, Logistics, Finance, Manufacturing, Sales Operations, PowerPoint, Pricing Strategy, Operations Management, Sales Management, Marketing, Business Analysis, Financial Modeling, Financial Reporting, Competitive Analysis, Project Management, Six Sigma, Procurement, Purchasing, Inventory Management, Building Materials, Supply Chain
Education
University of Colorado at Boulder 1990 — 1994
Bachelor of Science (BS), Marketing
EverBank June 2009 - Present
1st Metropolitan Mortgage June 2008 - June 2009
Ace Mortgage Funding June 2006 - June 2008
Wells Fargo Financial January 2004 - July 2006
Education
University of Florida
Nationstar Mortgage May 2013 - February 2014
Wells Fargo January 2012 - May 2013
Emergency Medical Services Corporation January 2009 - January 2012
AIG United Guaranty at CitiMortgage April 2008 - November 2008
Aurora Loan Services December 2006 - April 2008
Aurora Loan Services December 2006 - February 2008
Sebring Capital January 2006 - December 2006
Wells Fargo Financial March 2003 - December 2005
Wells Fargo 2003 - 2005
Convergys Corp July 2002 - December 2002
Skills
Financial Analysis, FHA financing, Banking, Internal Audit, Risk Management, Loans, Leadership, Finance, Credit, Commercial Banking, Mortgage Lending, Loan Servicing, Analysis, Corporate Finance, Customer Service, Accounting, Team Building, Negotiation, Financial Risk, Underwriting, Auditing, Mortgage Banking, Credit Analysis
Education
University of Colorado at Denver 2009 — 2012
MBA, Business
University of Utah 2000 — 2002
Bachelors, Finance
University of Utah 2000 — 2002
BS, Finance
SLC Community College 2000 — 2001
Associates; Bachelors
Bingham High School 1995 — 1999
General
Wells Fargo Retail Services October 2011 - Present
Wells Fargo April 2009 - October 2011
Wells Fargo Financial February 2006 - April 2009
Aarons Sales and Lease January 2003 - December 2005
Skills
Loans, Credit, Banking, Customer Service, Vendor Management, Loss Mitigation, Consumer Lending, Business Analysis, Process Improvement, Department Budgeting, Cost Reduction..., Project Support
Education
University of Central Missouri 2003 — 2005
MBA, Management with Finance emphasis
University of Central Missouri 1998 — 2002
BA, Management
Medline Industries October 2013 - Present
Medline Industries January 2010 - October 2013
Medline Industries December 2002 - January 2010
Xpedite July 1999 - December 2002
Wells Fargo Financial March 1999 - July 1999
Wells Fargo Financial July 1998 - March 1999
Skills
Medical Devices, Capital Equipment, Operating Room, Surgeons, Disposables, Sales, Orthopedic, Sales Management, Cardiology, Surgical Instruments, Urology, Account Management, Customer Service, New Business Development, Sales Operations, Marketing, Hospitals, Microsoft Office
Education
University of Florida 1994 — 1998
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Bank of America Merrill Lynch April 2010 - Present
Bank of America Home Loans October 2006 - April 2010
Nexstar Financial July 2003 - October 2006
Wells Fargo Financial May 1997 - July 2003
Education
The University of Charleston 1993 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General
La Marquise Desserts, Inc. June 2012 - Present
Merrill Lynch July 2010 - June 2012
Morgan Stanley Smith Barney February 2008 - June 2010
Wells Fargo Financial July 2004 - August 2007
Skills
Fixed Annuities, Investments, Retirement Planning, Series 7, Strategic Financial..., Life Insurance, Mortgage Lending, Mutual Funds, Estate Planning, Insurance, Loans, Long-term Care, Asset Managment, Series 63, Financial Analysis, Asset Management
Education
University of Central Florida 2000 — 2004
Business, Accounting
The Debt Exchange June 2008 - Present
Column Financial July 2003 - June 2008
Wells Fargo Financial October 2001 - June 2003
Skills
Real Estate Economics, Loans, Commercial Mortgages, Credit, Mortgage Lending, Underwriting, Real Estate, Valuation, Asset Managment, Loan Origination, Financial Risk, Asset Management, Credit Analysis, Finance, Portfolio Management
Education
University of Florida - Warrington College Of Business 1996 — 2000
Bachelor of Science (BS), Finance and Management
US Express Leasing 2007 - Present
Wells Fargo Financial 2000 - 2006
Copelco Capital 2000 - 2006
Education
University of Delaware 1985 — 1989
BA
Wells Fargo Merchant Services November 2010 - Present
Wells Fargo August 2010 - November 2010
Wells Fargo Financial July 2006 - August 2010
Skills
Loan Origination, Loans, Mortgage Banking, Credit Analysis, Credit, Banking, Mortgage Lending, Small Business Lending, Consumer Lending
Education
University of Georgia - Terry College of Business 1999 — 2005
Wells Fargo June 2007 - August 2008
Wells Fargo Financial 2007 - 2008
Education
University of California, Santa Barbara 2003 — 2007
BA, Business-Economics
Manteca Medical Group September 2008 - Present
Wilmington Finance January 2003 - November 2007
Wells Fargo Financial February 2000 - December 2002
Education
University of California, Santa Cruz 1995 — 1999
B.A., Economics
Downtown Tampa Management, LLC. June 2011 - Present
Assured RX, LLC June 2009 - Present
Pharmacy Benefits Solutions January 2010 - May 2010
Ativas Development Group January 2005 - June 2009
Assured RX, LLC 2009 - 2009
Wells Fargo Financial April 2003 - December 2005
Visionary Medical Systems December 2002 - December 2004
Well Care 1996 - 1998
Skills
Real Estate, Property Management, Financial Analysis, Credit, Loans, Investments, Banking, Portfolio Management, Strategic Planning, Budgets, Strategic Financial..., Investment Properties, Customer Service, Mergers, Sales, Underwriting, Due Diligence, Contract Negotiation, Negotiation, Marketing, Team Building
Education
University of Florida 1998 — 2002
BA, Business
Berkeley Prep
Wells Fargo Home Mortgage February 2013 - Present
Investment Capital Fund 2012 - 2012
Independent Dealers Advantage, LLC November 2010 - June 2011
Lydida Cladek, Inc. February 2009 - November 2010
CAR Financial Services April 2005 - August 2008
Wells Fargo Financial October 1987 - April 2005
Skills
Customer Service..., Credit, Collections, Collectins Management, Call Management Systems..., Quality Assurance, Disaster Recovery, Bankrupcy Managment, Repossession Management, Remarketing Management, Loans, Banking, Consumer Lending, Mortgage Lending, Finance, Credit Cards, Portfolio Management, Process Improvement, Financial Risk, Call Centers, Leadership, Relationship Management, Management, Forecasting, Analysis, Underwriting, Budgets, Financial Services, Team Building, Operations Management, Business Process..., Training, Executive Management, Recruiting, Mortgage Banking, Marketing, Loss Mitigation, Business Analysis, Sales, Business Strategy, Financial Analysis, Risk Management, Customer Satisfaction, Due Diligence, Start-ups, Human Resources, Strategy, Vendor Management, Commercial Lending, Credit Risk
Education
University of Florida 1982 — 1986
BS in Business Administration, Marketing
Isolation Network, Inc. (INgrooves, INscribe Digital, IN Enterprise Solutions) March 2014 - Present
INgrooves March 2011 - March 2014
INgrooves January 2008 - March 2011
Overland Solutions November 2005 - July 2007
Wells Fargo Financial September 2004 - July 2005
Skills
C#, Python, Selenium, SDLC, Windows, SQL, HTML, Scrum, Microsoft SQL Server, JavaScript, CSS, Subversion, XML, Software Development, Unix, Java, Linux, Web Development, Quality Assurance, Software Engineering, C++, Management, Test Planning, Agile Methodologies, Project Management, Agile Project Management, Software Project..., Web Applications, Databases, Web Services, .NET, Visual Studio
Education
University of California, Santa Cruz 2000 — 2004
BA
Wells Fargo Business Banking Group April 2010 - Present
Wells Fargo April 2010 - November 2011
Wells Fargo Financial December 2004 - September 2008
Skills
Loans, Mortgage Lending, Credit, Loan Origination, Refinance, Mortgage Banking, Investments, Commercial Lending, Underwriting, FHA, Sales Management, Cold Calling, Series 7, Residential Mortgages, Customer Service, Banking, Credit Analysis, Home Equity Loans, VA loans, Real Estate, Insurance, Real Estate Financing
Education
University of California, Santa Barbara 1996 — 2001
Bachelors of Science, Communications
Cardinal Newman High School 1992 — 1996
Latin
Rapid Manufacturing October 2014 - Present
Rapid Manufacturing February 2014 - October 2014
Express Manufacturing Inc January 2009 - February 2014
Apple Retail November 2007 - September 2008
Wells Fargo Financial July 2006 - August 2007
Express Clothing May 2004 - July 2005
Skills
Project Management, Microsoft Office, Adobe Creative Suite, Marketing Strategy, Financial Analysis, New Business Development, Customer Service, Public Speaking, Professional Audio, Live Sound, Lighting Control, HTML, Web Design, Graphic Design, Electronics, Electronics..., Product Development, Product Management, System Administration, Testing, Manufacturing, Process Improvement
Education
University of California, Riverside 2002 — 2006
Bachelor of Science, Business Administration, 3.0
University of California, Riverside 2002 — 2006
Bachelor of Science (B.S.) - Business Adminstration, Business Administration and Management, General
Wells Fargo Home Mortgage 2006 - Present
Wells Fargo Financial June 1994 - October 2006
Skills
Mortgage Banking, Building Relationships, Sales Management, Leadership Development, Mortgage Lending, Loan Origination, Goal-driven leader, Building High..., Enterprise Risk..., Recruiting, Business Strategy, Credit Analysis, Personal Financial..., Relationship Management, Loans, FHA, Banking, Small Business Lending, Commercial Lending, USDA, Residential Mortgages, Sales, Management, Credit
Education
University of Georgia - Terry College of Business 1988 — 1992
BBA, Finance
Chase November 2011 - Present
Metlife Home Loans 2009 - October 2011
Dean Mead 2008 - 2009
Wells Fargo Financial 2004 - 2008
Education
University of Central Florida 1999 — 2001
BS, Finance
Dell November 2009 - Present
Crotty Financial & Insurance Services June 2007 - February 2008
Wells Fargo Financial 2008 - 2008
Education
University of Dayton 2003 — 2007
BS, Marketing, Leadership
Wells Fargo April 2010 - Present
BNI April 2015 - 2015
Wells Fargo May 2008 - April 2010
Wells Fargo Financial 2005 - 2008
Skills
Consumer Lending, Small Business Lending, Mortgage, Commercial Lending, Credit Cards, Underwriting, Commercial Banking, Retail Banking, Loans, Lines Of Credit, Credit Risk, Mortgage Banking, Credit Analysis, Mortgage Lending, Asset Based Lending, Real Estate Financing, Banking, Finance, Commercial Mortgages, Financial Structuring, SBA, Real Estate, Commercial Real Estate, Refinance, Loan Origination, Small Business, Treasury Management, Construction Loans, Cross Selling, Portfolio Management, SBA 504, Relationship Management, Cash Management, FHA, Residential Mortgages, Executive Management, Private Banking, Financial Services, Financial Analysis, Funding, Asset Management, Mortgage Underwriting, Real Estate Economics, Financial Risk, Investments, Home Equity Loans, Home Equity Lines of..., Due Diligence, Wealth Management, Risk Management
Education
University of California, San Diego 2002 — 2005
Management Science, Mathematics, Economics, Political Science, Econometrics
GM Financial/AmeriCredit January 2014 - Present
GM Financial/AmeriCredit August 2011 - December 2013
Wells Fargo Home Mortgage December 2010 - August 2011
Wells Fargo Financial October 2005 - November 2010
Wells Fargo Financial Acceptance December 2002 - October 2005
Skills
Underwriting, Mortgage Lending, Loss Mitigation, Servicing, Compliance, Loans, Strategic Planning, Budgeting, Credit, Mortgage, Sales Management, Real Estate, Team Building, Customer Relations, Customer Service, Process Improvement, Consultative Selling, Coaching, Operations Management, New Business Development, Hiring, Interviewing, Leadership Development, Financial Analysis, Pricing, Risk Management, Mentoring, Account Management, Change Management, P&L Management, Team Leadership, Performance Management, Business Strategy, Budgets, Finance, Relationship Management, Management, Sales, CRM, Recruiting, Portfolio Management, Sales Operations
Education
University of Colorado Boulder - Leeds School of Business
Bachelor of Science Business Administration, Finance
Fifth Third Bank August 2013 - Present
Fifth Third Bank January 2010 - Present
Wells Fargo Financial September 1998 - December 2009
Wells Fargo September 1998 - December 2009
Wells Fargo September 1998 - December 2009
Wells Fargo September 1998 - December 2009
Wells Fargo September 1998 - December 2009
Wells Fargo September 1998 - December 2009
Wells Fargo January 1998 - December 1999
Venator Group January 1997 - January 1998
Skills
Consumer Lending, Sales Management, Credit, Loans, Leadership, Recruiting, Management, Sales, Training, Finance, Call Centers, Business Development, Financial Services, New Business Development, Credit Cards, Customer Service
Education
University of Central Florida 1993 — 1997
Human Resource Management
University of Central Florida 1993 — 1997
Bachelor of Science Degree, Business Administration
Dale Carnegie
Implant Direct Sybron International December 2014 - Present
RIS Insulation Supply September 2012 - October 2014
RIS Insulation Supply November 2010 - September 2012
Roofing & Insulation Supply January 2010 - November 2010
Wells Fargo Financial July 2009 - December 2009
Skills
Management, Sales Operations, Sales, Cold Calling, New Business Development, Purchasing, Sales Process, Account Management, Sales Management
Education
University of Dayton 2005 — 2009
Business Administration, Finance
University of Dayton 2005 — 2009
Business Administration, Entrepreneurship
Wells Fargo Financial Credit ManagerWells Fargo FinancialJanuary 2010 - Present
Lockheed Martin May 2009 - December 2009
Education
University of Central Florida 2008 — 2009
B.S.B.A, Finance
SHI International Corp. October 2014 - Present
StrataScale January 2014 - October 2014
SHI January 2010 - December 2013
Wells Fargo Financial June 2006 - August 2009
Hewlett-Packard June 1999 - May 2004
Skills
Cloud Computing, Solution Selling, SaaS, Professional Services, Managed Services, Channel
Education
University of Delaware 1994 — 1997
BA, Psychology
AXA Advisors, LLC. 2009 - Present
Wells Fargo Financial July 2005 - October 2008
Education
University of California, San Diego 2000 — 2005
B.A., Economics
Canadian Tire Financial Services November 2014 - Present
Canadian Tire Financial Services August 2011 - Present
Pharma Medica Research Inc. May 2009 - August 2011
Wells Fargo Financial September 2005 - May 2009
Skills
SAS, SAS programming, Statistical Modeling, Statistics, Clinical Trials, CRO, Logistic Regression, Biostatistics, Clinical Study Design, R, Process Improvement, Sop, Predictive Modeling, Microsoft Office, Data Analysis, Data Mining, Predictive Analytics, Linear Regression, Medical Writing, S-Plus, ICH-GCP, FDA, Clinical Research, VBA, Statistical Programming, SAS Programming
Education
University of Guelph 2004 — 2005
M.Sc., Statistics
University of Guelph 2000 — 2004
B.Sc., Statistics
University of California Office of the President, UCPath July 2013 - Present
University of California, Riverside April 2012 - July 2013
University of California, Riverside August 2007 - April 2012
Wells Fargo Financial February 2006 - August 2007
Skills
Fundraising, Hiring, Marketing Materials, Telemarketing, PowerPoint, Training & Development, Strategic Planning, Marketing Strategy, Personnel Recruiting, Evaluation, Organizing, Prioritization, Organization &..., Marketing, Recruiting, Employee Training, Event Planning, Management, Training, Leadership, Higher Education, Public Speaking, Community Outreach
Education
University of California, Riverside 2001 — 2005
Bachelor of Science (B.S.), Business & Marketing
University City High School 1997 — 2001
Keller Williams Realty, Inc. June 2015 - Present
Ocean Atlantic Sotheby's International Realty August 2014 - June 2015
PNC Bank January 2012 - February 2014
Wells Fargo Financial May 2011 - January 2012
PNC Bank May 2010 - May 2011
WSFS Bank January 2006 - August 2009
Webster Furniture Outlet October 2004 - December 2005
Savannah Animal Hospital October 2003 - October 2004
Mountaire Farms of Delaware, Inc August 2001 - September 2003
Skills
Banking, Credit, Customer Satisfaction, Management, Time Management, Accounts Receivable, Training, Analysis, Accounts Payable, Accounting, Strategic Planning, Marketing, Cross Selling, First Time Home Buyers, Customer Service, Sales, Negotiation, Real Estate, Residential Homes, Sellers, Short Sales
Education
University of Delaware 1997 — 2001
Bachelor's of Science Degree, Business Administration
Fifth Third Bank January 2014 - Present
Wells Fargo September 2012 - January 2014
Wells Fargo Home Mortgage January 2011 - September 2012
Wells Fargo Financial January 2000 - December 2010
Wells Fargo Financial January 1997 - January 2000
Skills
Leadership Development, Diversity Training, Responsible Sales..., Loans, Training, Leadership, Financial Services, Cross Selling, Mortgage Lending, Relationship Management, Succession Planning, Credit, College Recruiting, Underwriting, Retail Banking, Interviews, Recruiting, Sales, Team Building, Job Coaching, Coaching, Banking, Consumer Lending
Education
University of Central Florida - College of Business Administration 1988 — 1992
Business, Marketing
Fidelity Investments September 2012 - Present
Fidelity Investments November 2010 - November 2011
Wells Fargo Financial June 2009 - October 2010
Skills
Financial Services, Portfolio Management, Asset Management, Fixed Income, Finance, Risk Management, Hedge Funds, Banking, Relationship Management, Trading, Alternative Investments, Financial Markets, Insurance, Derivatives, Loans, Salesforce.com, Capital Markets, Options
Education
University of Delaware 2006 — 2009
Bacherlor's, Finance
University of Delaware
Bachelor of Science (BS), Finance, General
University of Georgia December 2012 - Present
TeleNet Marketing Solutions August 2010 - December 2012
The Cannon Brewpub January 2006 - January 2008
Wells Fargo Financial January 2002 - January 2006
Grogan, Rumer & Gunby LLP January 1998 - January 2002
Skills
Accounts Payable, Sales, Training, Inventory Management, Marketing, B2B Marketing, Performance Management, Advertising, Marketing Communications, Management, Social Media, Social Networking, Accounting, Social Media Marketing, Finance, Time Management, Facebook, Leadership, Event Planning, Lead Generation, Event Management, Email Marketing, Public Relations, Marketing Strategy
Education
University of Georgia - Terry College of Business 1994 — 1998
BBA, Marketing
Wells Fargo Financial Financial AdvisorEdward JonesAugust 2009 - March 2010
Summit Hickory Pit Barbeque April 2006 - August 2009
University of Central Missouri October 2008 - June 2009
Embarq Logistics June 2007 - October 2007
MSA-1 May 2001 - August 2004
Education
University of Central Missouri 2004 — 2009
Bachelors of Science, Finance
Foundation Financial Group February 2005 - Present
FFG 2005 - Present
Wells Fargo Financial December 2003 - February 2005
Skills
Credit, Customer Service, Sales Management, Mortgage Lending, Sales, Loans, Mortgage Banking, Marketing, Insurance
Education
University of Florida 1999 — 2003
Fifth Third Bank February 2011 - Present
Wells Fargo Financial July 2004 - August 2010
Education
University of Florida - Warrington College of Business Administration 2000 — 2004
Business Administration
Chase Bank 2005 - April 2014
Wells Fargo Bank 2002 - 2005
Wells Fargo Financial Acceptance 2001 - 2002
Wells Fargo Financial Acceptance 2000 - 2001
Wells Fargo Financial Acceptance 1999 - 2000
Wells Fargo Financial 1997 - 1999
Wells Fargo Financial 1995 - 1997
Skills
Loans, Trained in Discovery..., Trained in Gallop CE11..., Trained in Gallop Q12 -..., Credit, Mortgage Lending, Consumer Lending, Banking, Retail Banking, Sales, Small Business Lending, Credit Analysis, Loan Origination, Mortgage Banking, Commercial Banking, Commercial Lending, Refinance, Cross Selling, Credit Risk, Lines Of Credit, Branch Management, Residential Mortgages
Education
University of California, Santa Barbara 1988 — 1992
Bachelor of Arts, Business Economics
Verizon Wireless November 2010 - Present
Home Depot At Home Services January 2010 - November 2010
UPS September 2008 - July 2009
Wells Fargo Financial May 2008 - August 2008
Enterprise Rent-A-Car July 2004 - February 2008
Skills
Sales, Customer Service, Team Building, Sales Operations, Cold Calling, Sales Management, New Business Development, Strategic Planning, Sales Process, Advertising, Leadership, Customer Satisfaction, Direct Sales
Education
University of Florida - Warrington College of Business Administration 2001 — 2005
B.S., Management
ViaSat August 2007 - Present
Wells Fargo Financial 2006 - 2007
Level 3 Communications 2005 - 2006
Skills
System Analysis, System Design, Mentoring, Event Driven Programming, C, C++, Multithreading, JavaScript, HTML 5, JQuery, Python, bash, Node.js, CSS, Relational Databases, MongoDB, Redis, Express
Education
Arizona State University 1984 — 1985
Finance
University of Colorado at Colorado Springs 1976 — 1981
Business, Information Systems
T. Rowe Price February 2011 - Present
Wells Fargo Financial December 2007 - February 2011
Skills
Series 7
Education
University of Colorado Colorado Springs 2004 — 2008
Bachelors, Finance
Wells Fargo Bank April 2010 - Present
Apex Lending Group October 2008 - March 2010
Wells Fargo Financial December 2004 - September 2008
Education
UCSB 1996 — 2001
Bachelor, Communications
Fifth Third Bank July 2011 - Present
Morgan Stanley Smith Barney February 2010 - March 2011
Wells Fargo Financial 2005 - 2008
Education
University of Florida 2000 — 2004
Finance
World Finance Corporation September 2011 - Present
United Mortgage Corp. Inc September 2010 - September 2011
Wells Fargo Financial May 2010 - September 2010
Skills
FHA, Mortgage Lending, Refinance, Mortgage Banking, Residential Mortgages, First Time Home Buyers, Loan Origination, Loans, VA loans, Investment Properties, Real Estate, FHA financing, Installment Loans, Direct Sales
Education
Central Missouri State University 2004 — 2010
Accounting, Finance, Accounting, Economics, Finance, Management, Marketing, Business Law
University of Central Missouri 2002 — 2010
Accounting, Finance, Economics, Marketing, Management, Education, Nursing
TerraSond Limited April 2011 - July 2014
Wells Fargo Financial January 2001 - January 2011
Parish National Bank June 1998 - January 2001
Medical fitness Centers of America 1994 - 1997
Local Federal Bank 1988 - 1992
Skills
Microsoft Excel, Management, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Accounts Payable, Analysis, Training, Records Management, Compliance, Recruiting, Insurance, Risk Management, Time Management, Budgets, Leadership, Financial Analysis, Strategic Planning, Credit, Project Planning, Process Improvement, Program Management, Credit Analysis, Consumer Lending, Team Building
Education
University of Central Oklahoma 1988 — 1991
Bachelor's degree, Finance, General
Wells Fargo Financial Software TrainerBayside Business SolutionsNovember 2008 - July 2009
Education
University of Florida 2010 — 2012
HealthCare / Human Resource
Wells Fargo Financial June 2006 - Present
Robert Half International October 2003 - December 2005
Right Management Consultants October 2002 - October 2003
Education
University of California, Santa Barbara 1997 — 2002
Doctor of Philosophy (Ph.D.), Organizational Communication, General
University of the Pacific 1995 — 1997
Master of Arts (MA), Interpersonal and Social Skills
University of the Pacific 1991 — 1994
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
Special Counsel - Chicago February 2014 - Present
TekPro Services 2012 - 2014
Kitch Drutchas Wagner Valitutti & Sherbrook 2010 - 2012
The Wellness Plan 2010 - 2010
Masco Corporation 2009 - 2009
Michigan Department of Energy, Labor and Economic Growth - Bureau of Employment Relations 2008 - 2009
Wells Fargo Financial 2006 - 2007
Citigroup Global Markets, Inc. Equity Structured Products 2005 - 2005
Citigroup Global Markets, Inc. Global Equities Online 2004 - 2004
Skills
Litigation, Legal Research, Civil Litigation, Legal Writing, Courts, Appeals, Mediation, Corporate Law, Employment Law, Commercial Litigation, Legal Assistance, Arbitration, Westlaw, Administrative Law, Trials, Management
Education
University of Detroit Mercy College of Business Administration 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
University of Detroit Mercy School of Law 2007 — 2010
Doctor of Law (J.D.), Law
University of Michigan College of Literature, Science, and the Arts 2002 — 2006
Bachelor of Arts (B.A.), Philosophy
Wells Fargo Financial July 2012 - Present
Subway January 2012 - June 2012
Ballyhoo Bar and Grill April 2011 - January 2012
Education
University of Central Florida 2006 — 2010
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Countryside High School 2002 — 2006
Wells Fargo Home Mortgage 2013 - Present
Wells Fargo Home Mortgage October 2004 - July 2013
Wells Fargo Home Equity July 2003 - October 2004
Wells Fargo Home Equity September 1999 - June 2003
Wells Fargo Home Equity November 1996 - September 1999
Wells Fargo Bank N.A. July 1995 - November 1996
Wells Fargo Financial May 1992 - July 1995
Skills
Risk Management, Banking, Loans, Portfolio Management, Credit, Business Analysis, Mortgage Lending, Credit Analysis, Financial Services, Process Improvement, Mortgage Banking, Credit Risk, Consumer Lending, Relationship Management, Leadership, Loan Origination, Financial Risk, Financial Analysis, Vendor Management, Business Process..., Retail Banking, Change Management, Team Management, Cross-functional Team..., Cross-platform...
Education
University of Colorado Colorado Springs 1990 — 1992
Bachelor of Business Administration (BBA), Organizational and Human Resource Management
Custer County High School 1984 — 1988
High School diploma