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
Employee
Years
Job
Industry
Yevgeniy Pusin Yevgeniy Pusin's Wells Fargo Financial Experience November 2009 - August 2010
Job Online Presence and Social Marketing Manager
Industry Information Technology and Services
Experience
Backblaze Online Backup October 2012 - Present
Backblaze Online Backup April 2011 - October 2012
Wells Fargo Home Mortgage August 2010 - March 2011
Statistics and Control January 2008 - March 2011
Wells Fargo Financial November 2009 - August 2010
Wells Fargo Home Mortgage July 2009 - November 2009
University of Iowa August 2006 - May 2009
Dallas Country Club May 2008 - August 2008
Skills
Customer Relations, Microsoft Office, Social Media, Event Planning, Writing, Social Media Marketing, Endorsements, Customer Service, Teamwork, Web Browsing, Television, Microsoft Word, Aggression, Aging, Community Outreach, Time Management, Alchemy, Facebook, Team Building, Assumptions, Social Networking, Public Speaking, Market Research, Marketing, Event Management, Leadership, Research, Salesforce.com, Program Management, Business Development, Management, Strategy
Education
University of Iowa 2005 — 2009
B.A, Interdepartmental Business Studies
University of Iowa 2005 — 2009
B.A, Russian Studies
Valley High 2001 — 2005
Backblaze Online Backup October 2012 - Present
Backblaze Online Backup April 2011 - October 2012
Wells Fargo Home Mortgage August 2010 - March 2011
Statistics and Control January 2008 - March 2011
Wells Fargo Financial November 2009 - August 2010
Wells Fargo Home Mortgage July 2009 - November 2009
University of Iowa August 2006 - May 2009
Dallas Country Club May 2008 - August 2008
Skills
Customer Relations, Microsoft Office, Social Media, Event Planning, Writing, Social Media Marketing, Endorsements, Customer Service, Teamwork, Web Browsing, Television, Microsoft Word, Aggression, Aging, Community Outreach, Time Management, Alchemy, Facebook, Team Building, Assumptions, Social Networking, Public Speaking, Market Research, Marketing, Event Management, Leadership, Research, Salesforce.com, Program Management, Business Development, Management, Strategy
Education
University of Iowa 2005 — 2009
B.A, Interdepartmental Business Studies
University of Iowa 2005 — 2009
B.A, Russian Studies
Valley High 2001 — 2005
Jermery Turner's Wells Fargo Financial Experience July 2003 - August 2004
Job Vice President
Industry Oil & Energy
Experience
Encore Oil January 2011 - Present
Real Partners Commercial Real Estate Investments June 2009 - November 2010
Advantage Loss Group LLC November 2008 - May 2009
Expanded Mortgage October 2006 - November 2008
Idearc Media Superpages September 2004 - September 2006
Wells Fargo Financial July 2003 - August 2004
Skills
Business Development, Strategy, New Business Development, Sales, Analysis, Account Management, Management, Negotiation
Education
University of Idaho 2001 — 2003
BA, Communications
Encore Oil January 2011 - Present
Real Partners Commercial Real Estate Investments June 2009 - November 2010
Advantage Loss Group LLC November 2008 - May 2009
Expanded Mortgage October 2006 - November 2008
Idearc Media Superpages September 2004 - September 2006
Wells Fargo Financial July 2003 - August 2004
Skills
Business Development, Strategy, New Business Development, Sales, Analysis, Account Management, Management, Negotiation
Education
University of Idaho 2001 — 2003
BA, Communications
Eric Pope Eric Pope's Wells Fargo Financial Experience March 2006 - September 2010
Job Business Sales Consultant Wells Fargo Merchant Services
Industry Banking
Experience
Wells Fargo Merchant Services July 2014 - Present
Military Family Home Loan April 2011 - August 2014
Wells Fargo Home Mortgage September 2010 - March 2011
Wells Fargo Financial March 2006 - September 2010
Skills
Mortgage Lending, VA loans, Refinancings, Mortgage Banking, FHA financing, Sales, Sales Management, Banking, Call Centers, Credit, Finance, Lines Of Credit, Management, Real Estate, Relationship Management, Sellers
Education
University of Iowa 2002 — 2006
Bachelor of Arts, Marketing
Wells Fargo Merchant Services July 2014 - Present
Military Family Home Loan April 2011 - August 2014
Wells Fargo Home Mortgage September 2010 - March 2011
Wells Fargo Financial March 2006 - September 2010
Skills
Mortgage Lending, VA loans, Refinancings, Mortgage Banking, FHA financing, Sales, Sales Management, Banking, Call Centers, Credit, Finance, Lines Of Credit, Management, Real Estate, Relationship Management, Sellers
Education
University of Iowa 2002 — 2006
Bachelor of Arts, Marketing
Gregory Demas Gregory Demas's Wells Fargo Financial Experience May 2005 - April 2006
Job Director of Finance & Strategic Planning at Popular Community Bank
Industry Financial Services
Experience
Popular Community Bank August 2014 - Present
J.P. Morgan August 2011 - August 2014
Rewards Network November 2009 - August 2011
Rewards Network April 2006 - November 2009
Wells Fargo Financial May 2005 - April 2006
Skills
Corporate Finance, Strategic Planning, Financial Analysis, Financial Modeling, Business Intelligence, Team Building, Financial Reporting, Leadership, CRM, Analysis, Finance, Competitive Analysis, Strategic Financial..., Salesforce.com, Financial Planning
Education
University of Illinois at Urbana-Champaign 2001 — 2005
Finance
Popular Community Bank August 2014 - Present
J.P. Morgan August 2011 - August 2014
Rewards Network November 2009 - August 2011
Rewards Network April 2006 - November 2009
Wells Fargo Financial May 2005 - April 2006
Skills
Corporate Finance, Strategic Planning, Financial Analysis, Financial Modeling, Business Intelligence, Team Building, Financial Reporting, Leadership, CRM, Analysis, Finance, Competitive Analysis, Strategic Financial..., Salesforce.com, Financial Planning
Education
University of Illinois at Urbana-Champaign 2001 — 2005
Finance
Michael Broadhurst's Wells Fargo Financial Experience March 2005 - March 2008
Job Director of Marketing and Development at Peoria Notre Dame
Industry Financial Services
Experience
Peoria Notre Dame August 2014 - Present
Peoria Notre Dame January 2011 - Present
Wells Fargo Home Mortgage August 2011 - August 2014
Flat Top Grill August 2009 - September 2011
United Way of Greater St. Louis March 2008 - August 2009
Wells Fargo Financial March 2005 - March 2008
Iowa Cubs June 2004 - March 2005
Skills
Fundraising, Sales, Event Management, Coaching, Public Speaking, Event Planning, Social Media, Public Relations, Leadership, Customer Service, Sports, Marketing
Education
University of Illinois at Urbana-Champaign 1998 — 2002
Liberal Arts & Sciences, Speech Communications
Peoria Notre Dame August 2014 - Present
Peoria Notre Dame January 2011 - Present
Wells Fargo Home Mortgage August 2011 - August 2014
Flat Top Grill August 2009 - September 2011
United Way of Greater St. Louis March 2008 - August 2009
Wells Fargo Financial March 2005 - March 2008
Iowa Cubs June 2004 - March 2005
Skills
Fundraising, Sales, Event Management, Coaching, Public Speaking, Event Planning, Social Media, Public Relations, Leadership, Customer Service, Sports, Marketing
Education
University of Illinois at Urbana-Champaign 1998 — 2002
Liberal Arts & Sciences, Speech Communications
Amanda Readel's Wells Fargo Financial Experience September 2004 - August 2006
Job Data Analyst at Informa Investment Solutions
Industry Financial Services
Experience
Informa Investment Solutions August 2012 - Present
Readel June 2010 - August 2012
Willis-Knighton Federal Credit Union October 2009 - June 2010
Insurance and Investment Representative January 2007 - January 2010
Wells Fargo Financial September 2004 - August 2006
Wells Fargo Financial Acceptance, LLC June 2001 - September 2004
Skills
Insurance, Loans, Investments, SDLC, Team Building, Databases, Microsoft SQL Server, Finance, Access, Business Analysis, Employee Benefits, Time Management, Customer Service, Process Improvement
Education
University of Louisiana at Lafayette 1998 — 2001
B.S., Finance
Copiah Lincoln Community College 1996 — 1998
Associates, General Studies
Adams County Christian School 1994 — 1996
High School, High School
Huntington High School 1991 — 1994
High School
Informa Investment Solutions August 2012 - Present
Readel June 2010 - August 2012
Willis-Knighton Federal Credit Union October 2009 - June 2010
Insurance and Investment Representative January 2007 - January 2010
Wells Fargo Financial September 2004 - August 2006
Wells Fargo Financial Acceptance, LLC June 2001 - September 2004
Skills
Insurance, Loans, Investments, SDLC, Team Building, Databases, Microsoft SQL Server, Finance, Access, Business Analysis, Employee Benefits, Time Management, Customer Service, Process Improvement
Education
University of Louisiana at Lafayette 1998 — 2001
B.S., Finance
Copiah Lincoln Community College 1996 — 1998
Associates, General Studies
Adams County Christian School 1994 — 1996
High School, High School
Huntington High School 1991 — 1994
High School
Scott Finklea's Wells Fargo Financial Experience March 2001 - March 2003
Job Executive Vice President at Integra Lending Group
Industry Real Estate
Experience
Integra Lending Group November 2003 - Present
Wells Fargo Financial March 2001 - March 2003
Skills
Mortgage Lending, Refinance, Investments, Real Estate, Real Estate Transactions, Credit, Banking, Investment Properties, Loans, Finance, Sales, Leadership, Advertising, Management, Customer Service, Negotiation, FHA, Commercial Real Estate, Residential Mortgages, Small Business, Selling, Marketing, Loan Origination, Residential Homes, First Time Home Buyers, Foreclosures, Short Sales, Investors, Referrals, Mortgage Banking, REO, Sellers, Single Family Homes, Buyers, Condos, HUD, Real Property, FHA financing, Reverse Mortgages, USDA, Construction Loans, New Home Sales, Relocation, Buyer Representation, Appraisals
Education
University of Louisiana at Lafayette 1995 — 1999
B.S., Marketing
Integra Lending Group November 2003 - Present
Wells Fargo Financial March 2001 - March 2003
Skills
Mortgage Lending, Refinance, Investments, Real Estate, Real Estate Transactions, Credit, Banking, Investment Properties, Loans, Finance, Sales, Leadership, Advertising, Management, Customer Service, Negotiation, FHA, Commercial Real Estate, Residential Mortgages, Small Business, Selling, Marketing, Loan Origination, Residential Homes, First Time Home Buyers, Foreclosures, Short Sales, Investors, Referrals, Mortgage Banking, REO, Sellers, Single Family Homes, Buyers, Condos, HUD, Real Property, FHA financing, Reverse Mortgages, USDA, Construction Loans, New Home Sales, Relocation, Buyer Representation, Appraisals
Education
University of Louisiana at Lafayette 1995 — 1999
B.S., Marketing
Casey Hatfield nmlsr 860221 Casey Hatfield nmlsr 860221's Wells Fargo Financial Experience 2002 - 2006
Job Home Mortgage Consultant at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage January 2007 - Present
Wells Fargo Financial 2002 - 2006
Skills
Refinance, Loans, Mortgage Lending, Real Estate, First Time Home Buyers, Sales, Loan Origination, Mortgage Banking, FHA, VA loans, Investment Properties, Residential Mortgages, Home Equity, FHA financing, USDA, VA Loans
Education
University of Idaho 2000 — 2002
Finance
Wells Fargo Home Mortgage January 2007 - Present
Wells Fargo Financial 2002 - 2006
Skills
Refinance, Loans, Mortgage Lending, Real Estate, First Time Home Buyers, Sales, Loan Origination, Mortgage Banking, FHA, VA loans, Investment Properties, Residential Mortgages, Home Equity, FHA financing, USDA, VA Loans
Education
University of Idaho 2000 — 2002
Finance
Jack Eastman Jack Eastman's Wells Fargo Financial Experience June 2009 - November 2010
Job Private Client Banker at JP Morgan Chase Bank N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. June 2013 - Present
JP Morgan Chase Bank N.A. March 2011 - May 2013
Wells Fargo Financial June 2009 - November 2010
Skills
Series 6, Series 63
Education
University of Illinois at Urbana-Champaign 2005 — 2009
JP Morgan Chase Bank N.A. June 2013 - Present
JP Morgan Chase Bank N.A. March 2011 - May 2013
Wells Fargo Financial June 2009 - November 2010
Skills
Series 6, Series 63
Education
University of Illinois at Urbana-Champaign 2005 — 2009
Charles Moore Charles Moore's Wells Fargo Financial Experience August 2006 - May 2007
Job Real Estate Professional
Industry Real Estate
Experience
Your Castle Real Estate, LLC January 2011 - Present
Gearhart Moore Holdings LLC January 2011 - Present
SoLa Metro District September 2013 - Present
Capital Works Mortgage March 2013 - Present
Mac5 Mortgage January 2010 - March 2013
Cortright Capital May 2007 - January 2010
Uptown Mortgage May 2007 - December 2009
Wells Fargo Financial August 2006 - May 2007
GEICO September 2003 - August 2006
Skills
Mortgage Lending, Residential Mortgages, Mortgage Planning, Real Estate Investment, Real Estate Finance, Real Estate Investor, Real Estate Negotiation, Real Estate, Investment Properties, First Time Home Buyers, Vacation Homes, HUD, Government Loans, REO, Investors, FHA, Refinance, Conventional, Foreclosures, First Time Buyers, Condos, Mortgage, Residential, Loans, Investments, Negotiation, Certified Mortgage..., Mortgage Banking, Residential Homes, Sales, Single Family Homes, Real Estate Economics, Property, Referrals, Sellers, Buyers, Move Up Buyers, Real Estate Transactions, Rentals
Education
University of Iowa 1998 — 2002
B.A., Economics, Business, Certificate of Entrepreneurship
Wartburg College 1998 — 1998
Your Castle Real Estate, LLC January 2011 - Present
Gearhart Moore Holdings LLC January 2011 - Present
SoLa Metro District September 2013 - Present
Capital Works Mortgage March 2013 - Present
Mac5 Mortgage January 2010 - March 2013
Cortright Capital May 2007 - January 2010
Uptown Mortgage May 2007 - December 2009
Wells Fargo Financial August 2006 - May 2007
GEICO September 2003 - August 2006
Skills
Mortgage Lending, Residential Mortgages, Mortgage Planning, Real Estate Investment, Real Estate Finance, Real Estate Investor, Real Estate Negotiation, Real Estate, Investment Properties, First Time Home Buyers, Vacation Homes, HUD, Government Loans, REO, Investors, FHA, Refinance, Conventional, Foreclosures, First Time Buyers, Condos, Mortgage, Residential, Loans, Investments, Negotiation, Certified Mortgage..., Mortgage Banking, Residential Homes, Sales, Single Family Homes, Real Estate Economics, Property, Referrals, Sellers, Buyers, Move Up Buyers, Real Estate Transactions, Rentals
Education
University of Iowa 1998 — 2002
B.A., Economics, Business, Certificate of Entrepreneurship
Wartburg College 1998 — 1998
Cynthia Caine Cynthia Caine's Wells Fargo Financial Experience 2001 - 2005
Job Diversified Products & Tech Vertical Leader at GE Capital
Industry Financial Services
Experience
GE Capital September 2014 - Present
GE Capital July 2012 - September 2014
GE Healthcare Financial Services December 2010 - August 2012
GE Healthcare Financial Services March 2005 - December 2010
Wells Fargo Financial 2001 - 2005
Heartland Business Credit 1999 - 2001
GE 1991 - 1999
Skills
Cross-functional Team..., Sales Management, Six Sigma, Strategic Planning, Change Management, Business Strategy, Leadership, Product Management, Business Development, Operations Management, Strategy, Process Improvement, Sales Process, Sales, Medical Devices, Product Development, CRM, Contract Negotiation, Financial Analysis
Education
University of Iowa 1986 — 1990
BA, International Business
Urbandale High School
GE Capital September 2014 - Present
GE Capital July 2012 - September 2014
GE Healthcare Financial Services December 2010 - August 2012
GE Healthcare Financial Services March 2005 - December 2010
Wells Fargo Financial 2001 - 2005
Heartland Business Credit 1999 - 2001
GE 1991 - 1999
Skills
Cross-functional Team..., Sales Management, Six Sigma, Strategic Planning, Change Management, Business Strategy, Leadership, Product Management, Business Development, Operations Management, Strategy, Process Improvement, Sales Process, Sales, Medical Devices, Product Development, CRM, Contract Negotiation, Financial Analysis
Education
University of Iowa 1986 — 1990
BA, International Business
Urbandale High School
Jeff Vial Jeff Vial's Wells Fargo Financial Experience May 2009 - August 2009
Job Technical Analyst at ReMy Health Inc
Industry Computer Software
Experience
ReMy Health Inc April 2015 - Present
Ruffalo Noel Levitz January 2014 - April 2015
Self-employed August 2012 - January 2014
IMU Marketing & Design May 2011 - July 2013
Design UI November 2012 - May 2013
University of Iowa Foundation November 2010 - May 2011
Wells Fargo Financial May 2009 - August 2009
Skills
Illustration, Adobe Creative Suite, Graphic Design, InDesign, Typography, Graphics, Illustrator, Photoshop, Branding & Identity, Web Design, CSS, HTML, Dreamweaver, After Effects, 3D Studio Max, User Interface Design, Mac, Windows, Wacom Tablet
Education
University of Iowa 2009 — 2013
Bachelor of Fine Arts (BFA), Graphic Design, GPA 3.93/4.00
ReMy Health Inc April 2015 - Present
Ruffalo Noel Levitz January 2014 - April 2015
Self-employed August 2012 - January 2014
IMU Marketing & Design May 2011 - July 2013
Design UI November 2012 - May 2013
University of Iowa Foundation November 2010 - May 2011
Wells Fargo Financial May 2009 - August 2009
Skills
Illustration, Adobe Creative Suite, Graphic Design, InDesign, Typography, Graphics, Illustrator, Photoshop, Branding & Identity, Web Design, CSS, HTML, Dreamweaver, After Effects, 3D Studio Max, User Interface Design, Mac, Windows, Wacom Tablet
Education
University of Iowa 2009 — 2013
Bachelor of Fine Arts (BFA), Graphic Design, GPA 3.93/4.00
Michelle Christens Michelle Christens's Wells Fargo Financial Experience May 2006 - August 2006
Job Vice President Commercial Banking at MB Financial Bank
Industry Banking
Experience
MB Financial Bank (formerly Cole Taylor Bank) August 2014 - Present
Cole Taylor Bank August 2008 - August 2014
BMO Capital Markets July 2007 - July 2008
Ameriprise Financial January 2005 - May 2007
Wells Fargo Financial May 2006 - August 2006
Skills
Commercial Banking, Financial Analysis, Underwriting, Banking, Financial Modeling, Credit, Portfolio Management, Credit Analysis, Loans, Commercial Lending, Middle Market, Treasury Management, Finance
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
B.B.A., Finance
MB Financial Bank (formerly Cole Taylor Bank) August 2014 - Present
Cole Taylor Bank August 2008 - August 2014
BMO Capital Markets July 2007 - July 2008
Ameriprise Financial January 2005 - May 2007
Wells Fargo Financial May 2006 - August 2006
Skills
Commercial Banking, Financial Analysis, Underwriting, Banking, Financial Modeling, Credit, Portfolio Management, Credit Analysis, Loans, Commercial Lending, Middle Market, Treasury Management, Finance
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
B.B.A., Finance
Mandy Winans's Wells Fargo Financial Experience May 2005 - May 2007
Job Technical Recruiter at Micron Technology
Industry Semiconductors
Experience
Micron Technology September 2014 - Present
University of Phoenix May 2010 - September 2014
University of Phoenix March 2009 - August 2014
Cintas Corporation November 2007 - December 2008
Wells Fargo Financial May 2005 - May 2007
Skills
Customer Service, Recruiting, Higher Education, Training, Management, Team Building, Interviews, Coaching, Career Counseling, Sales, Admissions, Student Financial Aid, Microsoft Office, Staff Development, Resume Writing, Adult Education, Enrollment Management, Time Management, Program Management, Student Affairs, PowerPoint, Public Speaking, Student Recruiting, Social Networking, Distance Learning, Research, Social Media, Hiring, Mentoring, Teamwork
Education
University of Phoenix 2010 — 2013
Masters of Business Administration
University of Idaho 2001 — 2005
Bachelor of Science, Business and Economics; Marketing
Micron Technology September 2014 - Present
University of Phoenix May 2010 - September 2014
University of Phoenix March 2009 - August 2014
Cintas Corporation November 2007 - December 2008
Wells Fargo Financial May 2005 - May 2007
Skills
Customer Service, Recruiting, Higher Education, Training, Management, Team Building, Interviews, Coaching, Career Counseling, Sales, Admissions, Student Financial Aid, Microsoft Office, Staff Development, Resume Writing, Adult Education, Enrollment Management, Time Management, Program Management, Student Affairs, PowerPoint, Public Speaking, Student Recruiting, Social Networking, Distance Learning, Research, Social Media, Hiring, Mentoring, Teamwork
Education
University of Phoenix 2010 — 2013
Masters of Business Administration
University of Idaho 2001 — 2005
Bachelor of Science, Business and Economics; Marketing
Chris Payne, CLCS's Wells Fargo Financial Experience August 2007 - August 2008
Job Account Executive at SNA Insurance (Stoess, Nethery & Associates)
Industry Insurance
Experience
SNA Insurance October 2012 - Present
State Farm - Troy Coulter October 2008 - October 2012
Wells Fargo Financial August 2007 - August 2008
Skills
Insurance, Property & Casualty..., Commercial Insurance, Life Insurance, Risk Management, Account Management, Workers Compensation, New Business Development
Education
University of Kentucky
Bachelor of Business Administration, Marketing
Trinity High School
SNA Insurance October 2012 - Present
State Farm - Troy Coulter October 2008 - October 2012
Wells Fargo Financial August 2007 - August 2008
Skills
Insurance, Property & Casualty..., Commercial Insurance, Life Insurance, Risk Management, Account Management, Workers Compensation, New Business Development
Education
University of Kentucky
Bachelor of Business Administration, Marketing
Trinity High School
Alexander Hoppe's Wells Fargo Financial Experience June 2009 - May 2010
Job Senior Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2013 - Present
Alliance Bank July 2012 - May 2013
Wells Fargo Home Mortgage May 2010 - July 2012
Wells Fargo Financial June 2009 - May 2010
University of Iowa January 2009 - May 2009
Thrivent Financial for Lutherans September 2008 - November 2008
Skills
Finance, Investments, Mergers & Acquisitions, Investment Banking, Private Equity, Credit, Financial Risk, Analysis, Loans, Cash Flow, LBO, Valuation, Financial Analysis, Financial Modeling, Credit Analysis, Portfolio Management, Banking
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
BBA, Finance
Wells Fargo May 2013 - Present
Alliance Bank July 2012 - May 2013
Wells Fargo Home Mortgage May 2010 - July 2012
Wells Fargo Financial June 2009 - May 2010
University of Iowa January 2009 - May 2009
Thrivent Financial for Lutherans September 2008 - November 2008
Skills
Finance, Investments, Mergers & Acquisitions, Investment Banking, Private Equity, Credit, Financial Risk, Analysis, Loans, Cash Flow, LBO, Valuation, Financial Analysis, Financial Modeling, Credit Analysis, Portfolio Management, Banking
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
BBA, Finance
Jim McCown Jim McCown's Wells Fargo Financial Experience Applications Systems AnalystFederal Home Loan Bank of Des MoinesJanuary 1980 - February 1985
Job Technology Manager at Wells Fargo Financial
Industry Financial Services
Experience
Wells Fargo Financial Applications Systems AnalystFederal Home Loan Bank of Des MoinesJanuary 1980 - February 1985
Education
University of Iowa 1976 — 1977
Masters of Public Affairs, Public Administration
University of Iowa 1972 — 1976
Bachelor of Science (B.S.), Sociology/Statistics, 3.0
University of Iowa 1972 — 1976
Bachelor of Science (B.S.)
Wells Fargo Financial Applications Systems AnalystFederal Home Loan Bank of Des MoinesJanuary 1980 - February 1985
Education
University of Iowa 1976 — 1977
Masters of Public Affairs, Public Administration
University of Iowa 1972 — 1976
Bachelor of Science (B.S.), Sociology/Statistics, 3.0
University of Iowa 1972 — 1976
Bachelor of Science (B.S.)
Tara Adams, CTFA's Wells Fargo Financial Experience November 2003 - March 2004
Job Senior Trust Officer and Compliance Specialist at Johnson Trust Company
Industry Financial Services
Experience
Johnson Trust Company May 2015 - Present
PNC Wealth Management May 2012 - May 2015
Fifth Third Bank December 2011 - May 2012
Fifth Third Bank January 2008 - December 2011
Fifth Third Bank March 2006 - January 2008
Fifth Third Bank July 2005 - March 2006
Fifth Third Bank April 2004 - July 2005
Wells Fargo Financial November 2003 - March 2004
Fifth Third Bank May 2002 - July 2003
Skills
Wealth Management, Retirement Planning, Estate Planning, Banking, Strategic Financial..., Asset Management, Wealth Management..., High Net Worth..., Loans, Credit, Risk Management, Investment Management, Trust Services, Finance
Education
University of Kentucky 1997 — 2002
Bachelor of Business Administration (BBA), Double Major, Finance and Management
Johnson Trust Company May 2015 - Present
PNC Wealth Management May 2012 - May 2015
Fifth Third Bank December 2011 - May 2012
Fifth Third Bank January 2008 - December 2011
Fifth Third Bank March 2006 - January 2008
Fifth Third Bank July 2005 - March 2006
Fifth Third Bank April 2004 - July 2005
Wells Fargo Financial November 2003 - March 2004
Fifth Third Bank May 2002 - July 2003
Skills
Wealth Management, Retirement Planning, Estate Planning, Banking, Strategic Financial..., Asset Management, Wealth Management..., High Net Worth..., Loans, Credit, Risk Management, Investment Management, Trust Services, Finance
Education
University of Kentucky 1997 — 2002
Bachelor of Business Administration (BBA), Double Major, Finance and Management
Gina Song's Wells Fargo Financial Experience May 2009 - August 2009
Job Program Specialist, International Visitor Leadership Program (IVLP) at Graduate School USA
Industry International Affairs
Experience
Graduate School USA August 2013 - Present
U.S. Center for Citizen Diplomacy May 2013 - August 2013
Iowans for International Adoption August 2012 - August 2013
Council for International Visitors to Iowa Cities (CIVIC) January 2013 - May 2013
Iowa International Center May 2012 - January 2013
Wells Fargo Financial May 2009 - August 2009
Skills
Marketing, Management, Team Building, Marketing Strategy, Leadership Development, Public Diplomacy, Program Management, Intercultural..., Business Strategy, Budgets, Microsoft Excel, Public Policy, Public Speaking, Event Planning
Education
University of Iowa 2009 — 2013
Bachelor of Arts (B.A.), International Studies
Universidad Andres Béllo (Santiago, Chile) 2012 — 2012
Spring Semester Study Abroad, Spanish Language
연세대학교 / Yonsei University 2010 — 2010
Summer Study Abroad, Korean Culture and Language
Graduate School USA August 2013 - Present
U.S. Center for Citizen Diplomacy May 2013 - August 2013
Iowans for International Adoption August 2012 - August 2013
Council for International Visitors to Iowa Cities (CIVIC) January 2013 - May 2013
Iowa International Center May 2012 - January 2013
Wells Fargo Financial May 2009 - August 2009
Skills
Marketing, Management, Team Building, Marketing Strategy, Leadership Development, Public Diplomacy, Program Management, Intercultural..., Business Strategy, Budgets, Microsoft Excel, Public Policy, Public Speaking, Event Planning
Education
University of Iowa 2009 — 2013
Bachelor of Arts (B.A.), International Studies
Universidad Andres Béllo (Santiago, Chile) 2012 — 2012
Spring Semester Study Abroad, Spanish Language
연세대학교 / Yonsei University 2010 — 2010
Summer Study Abroad, Korean Culture and Language
Daniel Clute Daniel Clute's Wells Fargo Financial Experience September 2007 - August 2011
Job Executive Vice President and Chief Business Officer at Federal Home Loan Bank of Des Moines
Industry Financial Services
Experience
Federal Home Loan Bank of Des Moines October 2012 - Present
Federal Home Loan Bank of Des Moines August 2011 - October 2012
Habitat for Humanity of Iowa, Inc. September 2009 - June 2012
Wells Fargo Financial September 2007 - August 2011
State of Iowa January 2007 - January 2009
Citigroup July 2000 - August 2007
City of Clive October 2002 - January 2007
JDRF July 2005 - June 2006
Bush for President 1999 - 2000
Skills
Training, Strategic Planning, Strategic Financial..., Public Relations, Investments, Economic Development, Leadership, Credit, Capital Markets, Risk Management, Mortgage Lending, Portfolio Management, Analysis, Financial Services, Insurance, Internal Audit, Loans, Management, Mergers & Acquisitions, Credit Analysis, Budgets, Asset Management, Financial Analysis, Underwriting, Executive Management
Education
University of Iowa - Henry B. Tippie College of Business 1988 — 1989
MBA
University of Iowa 1984 — 1988
BBA, Finance
Federal Home Loan Bank of Des Moines October 2012 - Present
Federal Home Loan Bank of Des Moines August 2011 - October 2012
Habitat for Humanity of Iowa, Inc. September 2009 - June 2012
Wells Fargo Financial September 2007 - August 2011
State of Iowa January 2007 - January 2009
Citigroup July 2000 - August 2007
City of Clive October 2002 - January 2007
JDRF July 2005 - June 2006
Bush for President 1999 - 2000
Skills
Training, Strategic Planning, Strategic Financial..., Public Relations, Investments, Economic Development, Leadership, Credit, Capital Markets, Risk Management, Mortgage Lending, Portfolio Management, Analysis, Financial Services, Insurance, Internal Audit, Loans, Management, Mergers & Acquisitions, Credit Analysis, Budgets, Asset Management, Financial Analysis, Underwriting, Executive Management
Education
University of Iowa - Henry B. Tippie College of Business 1988 — 1989
MBA
University of Iowa 1984 — 1988
BBA, Finance
Chris Clune Chris Clune's Wells Fargo Financial Experience June 2010 - September 2010
Job PrePurchase Auditer at Guaranteed Rate
Industry Financial Services
Experience
Guaranteed Rate October 2012 - Present
Wells Fargo April 2012 - September 2012
McMaster-Carr Supply Company March 2011 - January 2012
McMaster-Carr Supply Company January 2011 - January 2012
Wells Fargo Financial June 2010 - September 2010
Aflac Inc. June 2009 - August 2009
University of Iowa January 2007 - December 2008
Chicago Scenic Studios Inc. June 2008 - August 2008
Skills
Customer Service, Inside Sales, Business Correspondence, Creative Problem Solving, Rail, Transportation, Supply Chain, Insurance, Client Relationship..., Order Entry, Contact Management, Order Fulfillment, Attention To Detail
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
Bachelor of Business Administration (BBA), Business Management & Organizations
Notre Dame College Prep 2002 — 2006
Guaranteed Rate October 2012 - Present
Wells Fargo April 2012 - September 2012
McMaster-Carr Supply Company March 2011 - January 2012
McMaster-Carr Supply Company January 2011 - January 2012
Wells Fargo Financial June 2010 - September 2010
Aflac Inc. June 2009 - August 2009
University of Iowa January 2007 - December 2008
Chicago Scenic Studios Inc. June 2008 - August 2008
Skills
Customer Service, Inside Sales, Business Correspondence, Creative Problem Solving, Rail, Transportation, Supply Chain, Insurance, Client Relationship..., Order Entry, Contact Management, Order Fulfillment, Attention To Detail
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
Bachelor of Business Administration (BBA), Business Management & Organizations
Notre Dame College Prep 2002 — 2006
Nancy (Stanley, McKinney) Hutchins Nancy (Stanley, McKinney) Hutchins's Wells Fargo Financial Experience August 1999 - September 2006
Job Owner at Hutchins House Pottery and Jewelry
Industry Fine Art
Experience
Hutchins House Pottery and Jewelry August 2014 - Present
Freeport-McMoRan Copper and Gold October 2006 - April 2014
Wells Fargo Financial August 1999 - September 2006
Allied Insurance April 1989 - July 1999
Ruan Transport Corporation August 1977 - April 1989
Skills
Benefits Design and..., Employee Relations, Talent Management, Organizational Design, Management Coaching, Succession Planning, Diversity, Affirmative Action, Leadership Development, Onboarding, Workforce Planning, Team Building, New Hire Orientations, Applicant Tracking..., Labor Relations, Strategic Planning, Management, College Recruiting, Leadership, Recruiting, Personnel Management, Employee Benefits, Process Improvement, Training, Human Resources, Deferred Compensation, Change Management, Talent Acquisition
Education
University of Iowa
BS, Business; Communication
Hutchins House Pottery and Jewelry August 2014 - Present
Freeport-McMoRan Copper and Gold October 2006 - April 2014
Wells Fargo Financial August 1999 - September 2006
Allied Insurance April 1989 - July 1999
Ruan Transport Corporation August 1977 - April 1989
Skills
Benefits Design and..., Employee Relations, Talent Management, Organizational Design, Management Coaching, Succession Planning, Diversity, Affirmative Action, Leadership Development, Onboarding, Workforce Planning, Team Building, New Hire Orientations, Applicant Tracking..., Labor Relations, Strategic Planning, Management, College Recruiting, Leadership, Recruiting, Personnel Management, Employee Benefits, Process Improvement, Training, Human Resources, Deferred Compensation, Change Management, Talent Acquisition
Education
University of Iowa
BS, Business; Communication
Ryan Hatleli Ryan Hatleli's Wells Fargo Financial Experience July 2001 - March 2003
Job Branch Manager at New Penn Financial, LLC NMLS# 174748
Industry Financial Services
Experience
New Penn Financial, LLC May 2013 - Present
Omni Home Financing April 2003 - May 2013
Wells Fargo Financial July 2001 - March 2003
Skills
Mortgage Lending, Loan Origination, Mortgage Banking, VA loans, Refinance, FHA, Loans, Mortgage Underwriting, Banking, Investments, First Time Home Buyers, Real Estate, Residential Mortgages, Credit, Residential Homes, Commercial Lending, Consumer Lending
Education
Jamestown College 1993 — 1998
BA, History/Political Science
New Penn Financial, LLC May 2013 - Present
Omni Home Financing April 2003 - May 2013
Wells Fargo Financial July 2001 - March 2003
Skills
Mortgage Lending, Loan Origination, Mortgage Banking, VA loans, Refinance, FHA, Loans, Mortgage Underwriting, Banking, Investments, First Time Home Buyers, Real Estate, Residential Mortgages, Credit, Residential Homes, Commercial Lending, Consumer Lending
Education
Jamestown College 1993 — 1998
BA, History/Political Science
Kevin Burds Kevin Burds's Wells Fargo Financial Experience April 2010 - July 2010
Job Sales Supervisor Wells Fargo Home Mortgage NMLSR #501520
Industry Banking
Experience
Wells Fargo Home Mortgage July 2010 - Present
Wells Fargo Financial April 2010 - July 2010
Wells Fargo Financial March 2007 - March 2010
Skills
Mortgage Lending, Cold Calling, Sales, Call Center, Consulting, Coaching, Underwriting, Credit, Public Speaking, Investments, Credit Analysis, Loans, Marketing, Banking
Education
University of Iowa - Henry B. Tippie School of Management 2009 — 2013
Master of Business Administration (MBA)
University of Iowa - Henry B. Tippie College of Business 2003 — 2006
BBA, Marketing and Management
Wells Fargo Home Mortgage July 2010 - Present
Wells Fargo Financial April 2010 - July 2010
Wells Fargo Financial March 2007 - March 2010
Skills
Mortgage Lending, Cold Calling, Sales, Call Center, Consulting, Coaching, Underwriting, Credit, Public Speaking, Investments, Credit Analysis, Loans, Marketing, Banking
Education
University of Iowa - Henry B. Tippie School of Management 2009 — 2013
Master of Business Administration (MBA)
University of Iowa - Henry B. Tippie College of Business 2003 — 2006
BBA, Marketing and Management
Brent Uhlenhopp, M.B.A., CMFC Brent Uhlenhopp, M.B.A., CMFC's Wells Fargo Financial Experience August 2006 - January 2008
Job Principal Funds Internal Wholesaler at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group October 2013 - Present
Principal Financial Group November 2012 - October 2013
Principal Financial Group October 2008 - November 2012
Wells Fargo Bank January 2008 - October 2008
Wells Fargo Financial August 2006 - January 2008
Skills
Insurance, Underwriting, Mutual Funds, Disability Insurance, Life Insurance, Fixed Annuities, Series 7, Income Protection, Credit, Variable Annuities, Series 65
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2011
MBA, Marketing
University of Iowa - Henry B. Tippie College of Business 2002 — 2005
BBA, Marketing & Management
Principal Financial Group October 2013 - Present
Principal Financial Group November 2012 - October 2013
Principal Financial Group October 2008 - November 2012
Wells Fargo Bank January 2008 - October 2008
Wells Fargo Financial August 2006 - January 2008
Skills
Insurance, Underwriting, Mutual Funds, Disability Insurance, Life Insurance, Fixed Annuities, Series 7, Income Protection, Credit, Variable Annuities, Series 65
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2011
MBA, Marketing
University of Iowa - Henry B. Tippie College of Business 2002 — 2005
BBA, Marketing & Management
Jenny Redenbaugh Jenny Redenbaugh's Wells Fargo Financial Experience Marketing ConsultantWells Fargo2005 - Present
Job Marketing Consultant at Wells Fargo Financial
Industry Financial Services
Experience
Wells Fargo Financial Marketing ConsultantWells Fargo2005 - Present
Education
University of Iowa 2001 — 2005
English
Wells Fargo Financial Marketing ConsultantWells Fargo2005 - Present
Education
University of Iowa 2001 — 2005
English
Robert Bates, AMP Robert Bates, AMP's Wells Fargo Financial Experience November 1994 - September 1999
Job Vice President National Accounts Manager at MGIC
Industry Financial Services
Experience
MGIC February 2015 - Present
Assurant October 2013 - January 2015
Lenox Financial (dba WesLend Financial) February 2010 - October 2013
Citi February 2005 - February 2010
Countrywide Home Loans November 1999 - February 2005
Wells Fargo Financial November 1994 - September 1999
Skills
Credit, FHA, VA, Wholesale, Retail, Sales, Leadership Development, Mortgage Lending, Sales Operations, Mortgage Banking, Sales Management, Residential Mortgages, Business Development, Loans, Leadership, Executive Management, Loan Origination, Management, Banking, Finance, Program Management, USDA, Refinance, Consumer Lending, FHA financing, Portfolio Management, Financial Analysis, Commercial Lending, Relationship Management, Investments, Credit Risk, VA loans, Financial Services, Loss Mitigation, Mortgage Underwriting, Credit Analysis, Risk Management, Underwriting, Reverse Mortgages, Selling, Funding, Certified Mortgage..., Commercial Mortgages, Start-ups, Real Estate Financing, FHA Financing, VA Loans
Education
University of Illinois at Urbana-Champaign 1990 — 1994
Bachelor's degree
MGIC February 2015 - Present
Assurant October 2013 - January 2015
Lenox Financial (dba WesLend Financial) February 2010 - October 2013
Citi February 2005 - February 2010
Countrywide Home Loans November 1999 - February 2005
Wells Fargo Financial November 1994 - September 1999
Skills
Credit, FHA, VA, Wholesale, Retail, Sales, Leadership Development, Mortgage Lending, Sales Operations, Mortgage Banking, Sales Management, Residential Mortgages, Business Development, Loans, Leadership, Executive Management, Loan Origination, Management, Banking, Finance, Program Management, USDA, Refinance, Consumer Lending, FHA financing, Portfolio Management, Financial Analysis, Commercial Lending, Relationship Management, Investments, Credit Risk, VA loans, Financial Services, Loss Mitigation, Mortgage Underwriting, Credit Analysis, Risk Management, Underwriting, Reverse Mortgages, Selling, Funding, Certified Mortgage..., Commercial Mortgages, Start-ups, Real Estate Financing, FHA Financing, VA Loans
Education
University of Illinois at Urbana-Champaign 1990 — 1994
Bachelor's degree
Blake Romero's Wells Fargo Financial Experience June 2006 - September 2010
Job Territory Sales Representative at WalshJeter & Associates
Industry Financial Services
Experience
Walsh-Jeter & Associates August 2014 - Present
AT&T May 2013 - August 2014
NOLA Lending Group December 2010 - May 2013
Wells Fargo Financial June 2006 - September 2010
Skills
USDA, Loan Origination, Loans, Refinance, FHA financing, FHA, Mortgage Lending, Residential Mortgages, VA loans, Mortgage Banking
Education
University of Louisiana at Lafayette
Bachelor of Science in Applied Life Science
Walsh-Jeter & Associates August 2014 - Present
AT&T May 2013 - August 2014
NOLA Lending Group December 2010 - May 2013
Wells Fargo Financial June 2006 - September 2010
Skills
USDA, Loan Origination, Loans, Refinance, FHA financing, FHA, Mortgage Lending, Residential Mortgages, VA loans, Mortgage Banking
Education
University of Louisiana at Lafayette
Bachelor of Science in Applied Life Science
James Bakkie James Bakkie's Wells Fargo Financial Experience July 2006 - August 2010
Job Mortgage Consultant at HomeServices Lending NMLSR ID 664709
Industry Financial Services
Experience
HomeServices Lending September 2010 - Present
Wells Fargo Financial July 2006 - August 2010
Skills
FHA, Mortgage Lending, Residential Mortgages, Sales, Customer Service, Banking, Credit Analysis, Refinance, Credit, Leadership, Financial Analysis
Education
University of Iowa
Bachelors of Economics
HomeServices Lending September 2010 - Present
Wells Fargo Financial July 2006 - August 2010
Skills
FHA, Mortgage Lending, Residential Mortgages, Sales, Customer Service, Banking, Credit Analysis, Refinance, Credit, Leadership, Financial Analysis
Education
University of Iowa
Bachelors of Economics
Michael Matera Michael Matera's Wells Fargo Financial Experience August 1994 - August 2008
Job VP and Finance Director at John Deere
Industry Financial Services
Experience
Deere & Company April 2015 - Present
John Deere Credit September 2008 - August 2011
Wells Fargo Financial August 1994 - August 2008
Deloitte & Touche August 1987 - August 1994
Skills
Internal Controls, Credit Risk, Leadership, Auditing, Portfolio Management, Investments, Financial Reporting, Financial Analysis, Credit Analysis, Management, Credit, Finance, Mergers & Acquisitions, Forecasting, Underwriting, Loans, Financial Services, Risk Management, Process Improvement, Financial Modeling, Banking, Financial Risk, Executive Management, Analysis, Cash Management, Strategic Financial..., Managerial Finance, Due Diligence, Internal Audit, Corporate Finance, Business Planning, Insurance, Accounting, Sarbanes-Oxley Act, Treasury, Valuation, Capital Markets, Asset Management, Financial Planning, Enterprise Risk...
Education
University of Iowa 1983 — 1987
Deere & Company April 2015 - Present
John Deere Credit September 2008 - August 2011
Wells Fargo Financial August 1994 - August 2008
Deloitte & Touche August 1987 - August 1994
Skills
Internal Controls, Credit Risk, Leadership, Auditing, Portfolio Management, Investments, Financial Reporting, Financial Analysis, Credit Analysis, Management, Credit, Finance, Mergers & Acquisitions, Forecasting, Underwriting, Loans, Financial Services, Risk Management, Process Improvement, Financial Modeling, Banking, Financial Risk, Executive Management, Analysis, Cash Management, Strategic Financial..., Managerial Finance, Due Diligence, Internal Audit, Corporate Finance, Business Planning, Insurance, Accounting, Sarbanes-Oxley Act, Treasury, Valuation, Capital Markets, Asset Management, Financial Planning, Enterprise Risk...
Education
University of Iowa 1983 — 1987
Samira Horvath Samira Horvath's Wells Fargo Financial Experience January 2005 - July 2005
Job Client Services Manager at MarkMonitor
Industry Information Technology and Services
Experience
MarkMonitor July 2010 - Present
Acosta Sales and Marketing January 2008 - August 2009
Acosta Sales and Marketing January 2006 - December 2007
Wells Fargo Financial January 2005 - July 2005
Skills
Sales
Education
University of Idaho 2000 — 2004
Marketing
MarkMonitor July 2010 - Present
Acosta Sales and Marketing January 2008 - August 2009
Acosta Sales and Marketing January 2006 - December 2007
Wells Fargo Financial January 2005 - July 2005
Skills
Sales
Education
University of Idaho 2000 — 2004
Marketing
Nathan Clark (LUTCF) Nathan Clark (LUTCF)'s Wells Fargo Financial Experience January 2008 - August 2008
Job Financial Professional helping families and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
Innovative Financial Solutions June 2015 - Present
Eagle Strategies, LLC (New York Life Company) September 2013 - Present
New York Life Securities LLC May 2009 - Present
New York Life Insurance Company December 2008 - Present
New York Life Insurance Company December 2012 - March 2015
Wells Fargo Financial January 2008 - August 2008
Skills
Business Planning, Customer Service, Disability Insurance, Estate Planning, Fixed Annuities, Insurance, Leadership, Life Insurance, Recruiting, Retirement Planning, Training, Financial Services, IRAs
Education
University of Iowa 2003 — 2008
Bachelors, Communication Studies, Business, Entreprenurship
Innovative Financial Solutions June 2015 - Present
Eagle Strategies, LLC (New York Life Company) September 2013 - Present
New York Life Securities LLC May 2009 - Present
New York Life Insurance Company December 2008 - Present
New York Life Insurance Company December 2012 - March 2015
Wells Fargo Financial January 2008 - August 2008
Skills
Business Planning, Customer Service, Disability Insurance, Estate Planning, Fixed Annuities, Insurance, Leadership, Life Insurance, Recruiting, Retirement Planning, Training, Financial Services, IRAs
Education
University of Iowa 2003 — 2008
Bachelors, Communication Studies, Business, Entreprenurship
Flip Kleffner Flip Kleffner's Wells Fargo Financial Experience May 2009 - September 2010
Job Sr. Business Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2013 - Present
Wells Fargo Bank September 2010 - September 2013
Wells Fargo Financial May 2009 - September 2010
Skills
Cash Flow, Cash Management, Loans, Finance, Credit, Portfolio Management, Consumer Lending, Commercial Banking, Business Planning, Management, Underwriting, Financial Analysis, Financial Services, Risk Management, Small Business Lending, Commercial Lending, Small Business, Lines Of Credit, Leadership, Credit Analysis, Business Development, Banking, Loan Origination
Education
University of Idaho 2004 — 2009
Bachelors, Finance
Wells Fargo September 2013 - Present
Wells Fargo Bank September 2010 - September 2013
Wells Fargo Financial May 2009 - September 2010
Skills
Cash Flow, Cash Management, Loans, Finance, Credit, Portfolio Management, Consumer Lending, Commercial Banking, Business Planning, Management, Underwriting, Financial Analysis, Financial Services, Risk Management, Small Business Lending, Commercial Lending, Small Business, Lines Of Credit, Leadership, Credit Analysis, Business Development, Banking, Loan Origination
Education
University of Idaho 2004 — 2009
Bachelors, Finance
Lauren Blue's Wells Fargo Financial Experience March 2004 - January 2006
Job Account Manager at CDW
Industry Accounting
Experience
CDW August 2011 - Present
The Siegfried Group January 2011 - April 2011
Standard Parking September 2007 - October 2009
Blackman Kallick Bartlestein January 2006 - September 2007
Wells Fargo Financial March 2004 - January 2006
TW Davis July 2003 - March 2004
Skills
Financial Analysis, Accounting, Account Reconciliation, Auditing, GAAP, Risk Management, Forecasting
Education
University of Kentucky 1998 — 2003
Bachelor of Business Administration, Marketing
University of Kentucky 1998 — 2003
Bachelor of Business Administration, Finance
University of Kentucky 1998 — 2002
Bachelor of Science, Accounting
CDW August 2011 - Present
The Siegfried Group January 2011 - April 2011
Standard Parking September 2007 - October 2009
Blackman Kallick Bartlestein January 2006 - September 2007
Wells Fargo Financial March 2004 - January 2006
TW Davis July 2003 - March 2004
Skills
Financial Analysis, Accounting, Account Reconciliation, Auditing, GAAP, Risk Management, Forecasting
Education
University of Kentucky 1998 — 2003
Bachelor of Business Administration, Marketing
University of Kentucky 1998 — 2003
Bachelor of Business Administration, Finance
University of Kentucky 1998 — 2002
Bachelor of Science, Accounting
Kevin Opdahl's Wells Fargo Financial Experience May 2001 - May 2005
Job Branch Manager
Industry Financial Services
Experience
American Federal Savings Bank August 2014 - Present
LeaderOne Financial June 2010 - August 2014
Wells Fargo August 2011 - February 2014
Wells Fargo Auto Finance May 2005 - July 2011
Wells Fargo FInancial May 2001 - May 2005
Wells Fargo FInancial June 2000 - May 2005
Wells Fargo Financial October 1989 - June 2000
Skills
Banking, Mortgage Lending, Management, Credit, Leadership
Education
University of Iowa 1987 — 1989
Economics, Business
University of Iowa
Bachelor of Science (B.S.), Economics
American Federal Savings Bank August 2014 - Present
LeaderOne Financial June 2010 - August 2014
Wells Fargo August 2011 - February 2014
Wells Fargo Auto Finance May 2005 - July 2011
Wells Fargo FInancial May 2001 - May 2005
Wells Fargo FInancial June 2000 - May 2005
Wells Fargo Financial October 1989 - June 2000
Skills
Banking, Mortgage Lending, Management, Credit, Leadership
Education
University of Iowa 1987 — 1989
Economics, Business
University of Iowa
Bachelor of Science (B.S.), Economics
Jason Neff's Wells Fargo Financial Experience October 2008 - December 2009
Job Intelligence Subject Matter Expert Trainer at Northrop Grumman Corporation
Industry International Affairs
Experience
Northrop Grumman Corporation October 2014 - Present
Target January 2012 - Present
Iowa Army National Guard January 2010 - Present
Northrop Grumman Corporation 2014 - 2015
Northrop Grumman Corporation 2014 - 2015
Wells Fargo Home Mortgage January 2010 - August 2011
Wells Fargo Financial October 2008 - December 2009
Skills
Strong Leadership..., Communication/Media, Logistics Management, Management, Leadership, Military, Security Clearance, Government, Army, Command, Analysis, Team Building, Strategic Planning, Intelligence
Education
University of Iowa 2005 — 2008
B.A., International Studies
Military Intelligence Officer Basic Course Fort Huachuca, AZ
Northrop Grumman Corporation October 2014 - Present
Target January 2012 - Present
Iowa Army National Guard January 2010 - Present
Northrop Grumman Corporation 2014 - 2015
Northrop Grumman Corporation 2014 - 2015
Wells Fargo Home Mortgage January 2010 - August 2011
Wells Fargo Financial October 2008 - December 2009
Skills
Strong Leadership..., Communication/Media, Logistics Management, Management, Leadership, Military, Security Clearance, Government, Army, Command, Analysis, Team Building, Strategic Planning, Intelligence
Education
University of Iowa 2005 — 2008
B.A., International Studies
Military Intelligence Officer Basic Course Fort Huachuca, AZ
Kevin Klug's Wells Fargo Financial Experience September 1994 - January 1997
Job Account Manager at Thomson Reuters
Industry Information Services
Experience
Thomson Reuters December 2014 - Present
Thomson Reuters May 2012 - December 2014
Interactive Data Pricing and Reference Data March 2005 - April 2012
Interactive Data January 2001 - January 2005
Interactive Data November 1999 - January 2001
Wells Fargo Financial September 1994 - January 1997
Skills
Strategic Partnerships, Market Data, Account Management, CRM, Financial Services, Equities, Fixed Income, Reference Data, Securities, Trading, FX Options, Pricing, Financial Markets, New Business Development, Sales Operations, Derivatives, Finance, Sales, Salesforce.com, Relationship Management, Morningstar, Product Management, Trading Systems, Customer Service, Business Analysis, Strategic Planning, Direct Sales, Negotiation, Corporate Actions, Electronic Trading, Banking, Contract Negotiation, Sales Management, Asset Managment, Sales Process, Bonds, Options, Bloomberg, Endurance, Contract Negotiations, Bank Operations, Customer Relations, Asset Management, Eikon
Education
University of Illinois at Urbana-Champaign - College of Business 1990 — 1994
B.S. Finance, Business
Thomson Reuters December 2014 - Present
Thomson Reuters May 2012 - December 2014
Interactive Data Pricing and Reference Data March 2005 - April 2012
Interactive Data January 2001 - January 2005
Interactive Data November 1999 - January 2001
Wells Fargo Financial September 1994 - January 1997
Skills
Strategic Partnerships, Market Data, Account Management, CRM, Financial Services, Equities, Fixed Income, Reference Data, Securities, Trading, FX Options, Pricing, Financial Markets, New Business Development, Sales Operations, Derivatives, Finance, Sales, Salesforce.com, Relationship Management, Morningstar, Product Management, Trading Systems, Customer Service, Business Analysis, Strategic Planning, Direct Sales, Negotiation, Corporate Actions, Electronic Trading, Banking, Contract Negotiation, Sales Management, Asset Managment, Sales Process, Bonds, Options, Bloomberg, Endurance, Contract Negotiations, Bank Operations, Customer Relations, Asset Management, Eikon
Education
University of Illinois at Urbana-Champaign - College of Business 1990 — 1994
B.S. Finance, Business
Glen Bouchard's Wells Fargo Financial Experience 2002 - 2011
Job V.P. Specialty Asset Manager Farm and Ranch at U.S. Trust
Industry Financial Services
Experience
Wells Fargo Financial 2002 - 2011
CIT / EDCO 1998 - 2002
New Holland Credit 1987 - 1998
Skills
Banking, Problem Solving, Business Planning, Financial Analysis, Relationship Management, Vendor Finance, Agribusiness, Commercial Leasing, Credit Analysis
Education
University of Illinois at Urbana-Champaign 1985 — 1987
Bachelor of Science, Agriculture Economics
Wells Fargo Financial 2002 - 2011
CIT / EDCO 1998 - 2002
New Holland Credit 1987 - 1998
Skills
Banking, Problem Solving, Business Planning, Financial Analysis, Relationship Management, Vendor Finance, Agribusiness, Commercial Leasing, Credit Analysis
Education
University of Illinois at Urbana-Champaign 1985 — 1987
Bachelor of Science, Agriculture Economics
Whitney Thompson Whitney Thompson's Wells Fargo Financial Experience January 2008 - October 2008
Job Tournament Director at WTA Louisville International Open
Industry Sports
Experience
Louisville International Open June 2015 - Present
New Haven Open at Yale (formerly Pilot Pen Tennis) March 2012 - August 2013
IMG January 2011 - December 2011
South Beach Sports Agency April 2009 - December 2011
USA Water Polo November 2009 - January 2011
Rhodes Family October 2008 - November 2009
Sony Ericsson March 2009 - March 2009
Wells Fargo Financial January 2008 - October 2008
ePULSETrak June 2007 - December 2007
IMG/Sony Ericsson Open February 2005 - June 2007
Skills
Proposal Writing, Media Planning, Public Relations, Event Planning, Sports, Marketing Strategy, Media Relations, Sports Marketing, Event Management, Social Media, Sponsorship, Management, Sales, Social Media Marketing, Marketing, Sports Management, Customer Service, Leadership, Marketing Communications, Facebook, Social Networking, Public Speaking
Education
University of Miami 2005 — 2006
MS, Sport Administration
University of Kentucky 2001 — 2004
BBA, Marketing
Sacred Heart Academy 1998 — 2001
High School Diploma, French Language and Literature
Louisville International Open June 2015 - Present
New Haven Open at Yale (formerly Pilot Pen Tennis) March 2012 - August 2013
IMG January 2011 - December 2011
South Beach Sports Agency April 2009 - December 2011
USA Water Polo November 2009 - January 2011
Rhodes Family October 2008 - November 2009
Sony Ericsson March 2009 - March 2009
Wells Fargo Financial January 2008 - October 2008
ePULSETrak June 2007 - December 2007
IMG/Sony Ericsson Open February 2005 - June 2007
Skills
Proposal Writing, Media Planning, Public Relations, Event Planning, Sports, Marketing Strategy, Media Relations, Sports Marketing, Event Management, Social Media, Sponsorship, Management, Sales, Social Media Marketing, Marketing, Sports Management, Customer Service, Leadership, Marketing Communications, Facebook, Social Networking, Public Speaking
Education
University of Miami 2005 — 2006
MS, Sport Administration
University of Kentucky 2001 — 2004
BBA, Marketing
Sacred Heart Academy 1998 — 2001
High School Diploma, French Language and Literature
Colby Gardner's Wells Fargo Financial Experience December 2006 - July 2010
Job Mortgage Banker at Gershman Mortgage 138063
Industry Financial Services
Experience
Gershman Mortgage June 2015 - Present
Guaranteed Rate May 2014 - June 2015
Wells Fargo Bank December 2010 - May 2014
Wachovia, A Wells Fargo Company July 2010 - December 2010
Wells Fargo Financial December 2006 - July 2010
Skills
Loans, Consumer Lending, Mortgage Banking, Mortgage Lending, Loan Origination, Refinance, Investment Properties, FHA, VA loans, FHA financing, Credit, Credit Analysis, Commercial Lending, Residential Mortgages, USDA, VA Loans, FHA Financing
Education
University of Kentucky 2003 — 2006
Marketing, Management, Business
Moulton-Udell Community Schools
Gershman Mortgage June 2015 - Present
Guaranteed Rate May 2014 - June 2015
Wells Fargo Bank December 2010 - May 2014
Wachovia, A Wells Fargo Company July 2010 - December 2010
Wells Fargo Financial December 2006 - July 2010
Skills
Loans, Consumer Lending, Mortgage Banking, Mortgage Lending, Loan Origination, Refinance, Investment Properties, FHA, VA loans, FHA financing, Credit, Credit Analysis, Commercial Lending, Residential Mortgages, USDA, VA Loans, FHA Financing
Education
University of Kentucky 2003 — 2006
Marketing, Management, Business
Moulton-Udell Community Schools
Travis Berkley Travis Berkley's Wells Fargo Financial Experience May 2004 - April 2007
Job Director of Procurement & Customer Service at Vivid Impact
Industry Printing
Experience
Vivid Impact April 2013 - Present
Vivid Impact May 2011 - April 2013
Summit Energy April 2007 - May 2011
Wells Fargo Financial May 2004 - April 2007
Skills
Contract Negotiation, Procurement, Customer Service, Account Management, Strategic Sourcing, Contract Management, Negotiation, Pricing, Strategic Planning, Sourcing, Microsoft Excel, Project Planning, Energy, Strategy, Leadership
Education
University of Kentucky 2000 — 2004
BS
WU (Vienna University of Economics and Business) 2003 — 2003
Vivid Impact April 2013 - Present
Vivid Impact May 2011 - April 2013
Summit Energy April 2007 - May 2011
Wells Fargo Financial May 2004 - April 2007
Skills
Contract Negotiation, Procurement, Customer Service, Account Management, Strategic Sourcing, Contract Management, Negotiation, Pricing, Strategic Planning, Sourcing, Microsoft Excel, Project Planning, Energy, Strategy, Leadership
Education
University of Kentucky 2000 — 2004
BS
WU (Vienna University of Economics and Business) 2003 — 2003
Luke Steimel's Wells Fargo Financial Experience June 2009 - August 2009
Job Sr. Accounting Technician at Marsh & McLennan Companies, Inc.
Industry Investment Management
Experience
Marsh & McLennan Companies, Inc. December 2014 - Present
Principal Global Investors July 2011 - November 2014
Veridian Credit Union September 2010 - July 2011
Habitat for Humanity International March 2009 - July 2011
Wells Fargo Financial June 2009 - August 2009
Skills
Fund Accounting, Spreadsheets, Investment Operations, Underwriting, Microsoft Office, Investments, Fundraising, Accounting, Outlook, Account Management, Mergers & Acquisitions, Microsoft Excel, Bank Reconciliation, Asset Managment, Securities, Bloomberg, Corporate Actions, Account Reconciliation, Reconciling Reports, Mortgage Lending, Asset Management, Banking
Education
University of Iowa - Henry B. Tippie College of Business 2013 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
University of Northern Iowa 2008 — 2011
Bachelors, Finance and Real Estate
Hawkeye Community College 1999 — 2002
Associate of Arts, General Studies
West Waterloo 1994 — 1998
Marsh & McLennan Companies, Inc. December 2014 - Present
Principal Global Investors July 2011 - November 2014
Veridian Credit Union September 2010 - July 2011
Habitat for Humanity International March 2009 - July 2011
Wells Fargo Financial June 2009 - August 2009
Skills
Fund Accounting, Spreadsheets, Investment Operations, Underwriting, Microsoft Office, Investments, Fundraising, Accounting, Outlook, Account Management, Mergers & Acquisitions, Microsoft Excel, Bank Reconciliation, Asset Managment, Securities, Bloomberg, Corporate Actions, Account Reconciliation, Reconciling Reports, Mortgage Lending, Asset Management, Banking
Education
University of Iowa - Henry B. Tippie College of Business 2013 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
University of Northern Iowa 2008 — 2011
Bachelors, Finance and Real Estate
Hawkeye Community College 1999 — 2002
Associate of Arts, General Studies
West Waterloo 1994 — 1998
Drew Roulo Drew Roulo's Wells Fargo Financial Experience September 2004 - March 2005
Job Director at Guggenheim Partners
Industry Banking
Experience
Guggenheim Partners August 2013 - Present
US Bank 2011 - September 2013
Bank of America 2008 - 2011
LaSalle Bank 2005 - 2008
Wells Fargo Financial September 2004 - March 2005
Nicor Services 2004 - 2004
Skills
Securitization, CDO, Fixed Income, ABS, Derivatives, CDS, Financial Modeling, Credit Analysis, CMBS, Interest Rate Swaps, CLO, Finance, Residential Mortgages, Leadership, Portfolio Management, Loans, Banking, Credit, Financial Analysis, Capital Markets
Education
University of Chicago 2010 — 2012
Masters in Business Administration, Finance, Accounting, Entrepreneurship & General Management
University of Illinois at Urbana-Champaign 2000 — 2004
Guggenheim Partners August 2013 - Present
US Bank 2011 - September 2013
Bank of America 2008 - 2011
LaSalle Bank 2005 - 2008
Wells Fargo Financial September 2004 - March 2005
Nicor Services 2004 - 2004
Skills
Securitization, CDO, Fixed Income, ABS, Derivatives, CDS, Financial Modeling, Credit Analysis, CMBS, Interest Rate Swaps, CLO, Finance, Residential Mortgages, Leadership, Portfolio Management, Loans, Banking, Credit, Financial Analysis, Capital Markets
Education
University of Chicago 2010 — 2012
Masters in Business Administration, Finance, Accounting, Entrepreneurship & General Management
University of Illinois at Urbana-Champaign 2000 — 2004
Alex Preciado's Wells Fargo Financial Experience December 2006 - December 2007
Job UNLV PT Class of 2018
Industry Hospital & Health Care
Experience
Iora Health July 2012 - July 2015
Yuma Union High School District 2009 - June 2012
Wells Fargo Financial December 2006 - December 2007
Skills
Fluent English and..., Microsoft Office, Budgets, Teamwork, Project Planning, Public Speaking, Customer Service, PowerPoint, Teaching, Coaching, Microsoft Excel, Microsoft Word, Healthcare, Research, Leadership, Team Building, Outlook, Training, Cpr Certified, Event Planning, Social Media, Community Outreach
Education
University of Nevada-Las Vegas 2015 — 2018
Student of Physical Therapy (SPT), Physical Therapy/Therapist
University of Louisiana at Lafayette 2003 — 2006
Bachelor of Science (BS), Business/Finance
Arizona Western College 2001 — 2003
Business
Iora Health July 2012 - July 2015
Yuma Union High School District 2009 - June 2012
Wells Fargo Financial December 2006 - December 2007
Skills
Fluent English and..., Microsoft Office, Budgets, Teamwork, Project Planning, Public Speaking, Customer Service, PowerPoint, Teaching, Coaching, Microsoft Excel, Microsoft Word, Healthcare, Research, Leadership, Team Building, Outlook, Training, Cpr Certified, Event Planning, Social Media, Community Outreach
Education
University of Nevada-Las Vegas 2015 — 2018
Student of Physical Therapy (SPT), Physical Therapy/Therapist
University of Louisiana at Lafayette 2003 — 2006
Bachelor of Science (BS), Business/Finance
Arizona Western College 2001 — 2003
Business
Carlie Richard's Wells Fargo Financial Experience 2004 - 2005
Job Dynamic, effective, selfmotivated leader with business development and management experience
Industry Management Consulting
Experience
Neighbors Emergency Center September 2015 - Present
Carlie S. Richard Consulting April 2009 - Present
Firefly Digital, Inc. 2011 - 2011
Firefly Digital, Inc. 2007 - 2009
Firefly Digital, Inc. 2005 - 2007
Wells Fargo Financial 2004 - 2005
Lafayette Consolidated Government 2003 - 2004
Skills
Leadership, Management, Business Development, Team Leadership, Fundraising, Customer Relations, Marketing Communications, Project Management, Information Technology, Non-profit Volunteering, Team Building, Web Content Management, Research, Sales, Training, Creative Strategy, Web Services, Social Media, PowerPoint, Microsoft Office, Customer Service, Customer Satisfaction, Time Management, Team Management, Marketing, Social Media Marketing, Event Planning, Social Networking, Public Relations, CRM, Strategic Planning, Microsoft Word, Public Speaking
Education
University of Louisiana at Lafayette 2002 — 2004
BS Business Administration, Business, Management, Marketing, and Related Support Services
University of Louisiana at Monroe 2000 — 2002
Business, Management, Marketing, and Related Support Services
Neighbors Emergency Center September 2015 - Present
Carlie S. Richard Consulting April 2009 - Present
Firefly Digital, Inc. 2011 - 2011
Firefly Digital, Inc. 2007 - 2009
Firefly Digital, Inc. 2005 - 2007
Wells Fargo Financial 2004 - 2005
Lafayette Consolidated Government 2003 - 2004
Skills
Leadership, Management, Business Development, Team Leadership, Fundraising, Customer Relations, Marketing Communications, Project Management, Information Technology, Non-profit Volunteering, Team Building, Web Content Management, Research, Sales, Training, Creative Strategy, Web Services, Social Media, PowerPoint, Microsoft Office, Customer Service, Customer Satisfaction, Time Management, Team Management, Marketing, Social Media Marketing, Event Planning, Social Networking, Public Relations, CRM, Strategic Planning, Microsoft Word, Public Speaking
Education
University of Louisiana at Lafayette 2002 — 2004
BS Business Administration, Business, Management, Marketing, and Related Support Services
University of Louisiana at Monroe 2000 — 2002
Business, Management, Marketing, and Related Support Services
Jeff Hoza's Wells Fargo Financial Experience August 2007 - July 2008
Job Residency Specialist Talent Acquisition at Datalink
Industry Staffing and Recruiting
Experience
Datalink September 2015 - Present
Salk Institute for Biological Studies July 2015 - September 2015
CSPi Technology Solutions September 2014 - June 2015
TekPartners May 2014 - August 2014
Signature Consultants November 2012 - May 2014
SkillStorm June 2011 - November 2012
Wells Fargo Financial August 2007 - July 2008
Horizon Research International April 2007 - August 2007
The Boathouse II March 2006 - August 2006
Skills
Qualifying Prospects, Negotiation, Interview Preparation, Sourcing, Technical Recruiting, Internet Recruiting, Contract Recruitment, Interviews, Career Opportunities, Business, Recruiting, Training, Staffing Services, Applicant Tracking..., Management, Vendor Management, SDLC, Staff Augmentation, Screening Resumes, Benefits Negotiation, College Recruiting, Screening, Permanent Placement, Talent Acquisition, Information Technology, Executive Search, IT Recruitment, Temporary Staffing, Onboarding, Swag, Boolean Searching, Relationship Building, Phone Etiquette, Yellow Belt, Asian Cuisine, Professional Mentoring, Alcohol Awareness, MOD, Alcoholic Beverages, Beer, UK Law, Beach Homes, Hats
Education
Sullivan University 2009 — 2011
Associates, Computer Science
University of Kentucky 2002 — 2007
Bachelor's Degree, Communications
St Xavier High School Louisville KY 1998 — 2002
Diploma, General Studies
Datalink September 2015 - Present
Salk Institute for Biological Studies July 2015 - September 2015
CSPi Technology Solutions September 2014 - June 2015
TekPartners May 2014 - August 2014
Signature Consultants November 2012 - May 2014
SkillStorm June 2011 - November 2012
Wells Fargo Financial August 2007 - July 2008
Horizon Research International April 2007 - August 2007
The Boathouse II March 2006 - August 2006
Skills
Qualifying Prospects, Negotiation, Interview Preparation, Sourcing, Technical Recruiting, Internet Recruiting, Contract Recruitment, Interviews, Career Opportunities, Business, Recruiting, Training, Staffing Services, Applicant Tracking..., Management, Vendor Management, SDLC, Staff Augmentation, Screening Resumes, Benefits Negotiation, College Recruiting, Screening, Permanent Placement, Talent Acquisition, Information Technology, Executive Search, IT Recruitment, Temporary Staffing, Onboarding, Swag, Boolean Searching, Relationship Building, Phone Etiquette, Yellow Belt, Asian Cuisine, Professional Mentoring, Alcohol Awareness, MOD, Alcoholic Beverages, Beer, UK Law, Beach Homes, Hats
Education
Sullivan University 2009 — 2011
Associates, Computer Science
University of Kentucky 2002 — 2007
Bachelor's Degree, Communications
St Xavier High School Louisville KY 1998 — 2002
Diploma, General Studies
Kara Ries Kara Ries's Wells Fargo Financial Experience June 2005 - August 2005
Job Director of Operations at Vivid Tax Advisory Services, LLC
Industry Marketing and Advertising
Experience
Vivid Tax Advisory Services, LLC April 2015 - Present
John Deere Financial December 2011 - March 2015
Farmers Mutual Hail Insurance June 2008 - December 2011
Wells Fargo Home Mortgage May 2007 - June 2008
Wells Fargo Financial June 2005 - August 2005
Skills
Management, Marketing Communications, Social Media Marketing, Advertising, Customer Service, Social Media, Editing, Sales, Marketing, Leadership
Education
University of Iowa 2003 — 2007
BA, Journalism and Mass Communication and Spanish
Vivid Tax Advisory Services, LLC April 2015 - Present
John Deere Financial December 2011 - March 2015
Farmers Mutual Hail Insurance June 2008 - December 2011
Wells Fargo Home Mortgage May 2007 - June 2008
Wells Fargo Financial June 2005 - August 2005
Skills
Management, Marketing Communications, Social Media Marketing, Advertising, Customer Service, Social Media, Editing, Sales, Marketing, Leadership
Education
University of Iowa 2003 — 2007
BA, Journalism and Mass Communication and Spanish
Tina Rogers-Smith's Wells Fargo Financial Experience 2000 - 2004
Job Coorespondent Banking Underwriter at State Bank of Lincoln
Industry Banking
Experience
State Bank of Lincoln July 2013 - Present
Williamsville state bank & trust 2011 - 2013
Independent Consulting/ Short-term Project Management 2006 - 2012
Regions Bank 2004 - 2006
Wells Fargo Financial 2000 - 2004
Skills
Banking, Customer Service, Microsoft Office, Microsoft Excel, Financial Analysis, Risk Management, Credit, Business Analysis, Loans, Project Management, Strategic Planning, Change Management, Retail Banking, Portfolio Management, Microsoft Word, Finance, Credit Analysis, Mortgage Lending
Education
University of Illinois at Urbana-Champaign 1990 — 1995
Bachelors Degree, Communications
Mt. Pulaski High School 1986 — 1990
State Bank of Lincoln July 2013 - Present
Williamsville state bank & trust 2011 - 2013
Independent Consulting/ Short-term Project Management 2006 - 2012
Regions Bank 2004 - 2006
Wells Fargo Financial 2000 - 2004
Skills
Banking, Customer Service, Microsoft Office, Microsoft Excel, Financial Analysis, Risk Management, Credit, Business Analysis, Loans, Project Management, Strategic Planning, Change Management, Retail Banking, Portfolio Management, Microsoft Word, Finance, Credit Analysis, Mortgage Lending
Education
University of Illinois at Urbana-Champaign 1990 — 1995
Bachelors Degree, Communications
Mt. Pulaski High School 1986 — 1990
Robert Krenek Robert Krenek's Wells Fargo Financial Experience November 2008 - February 2014
Job Managing Director, CCRE
Industry Real Estate
Experience
CCRE February 2014 - Present
Wells Fargo Financial November 2008 - February 2014
Wachovia Real Estate Capital Markets October 2004 - November 2008
Deutsche Bank August 2001 - November 2004
Skills
Due Diligence, Asset Management, Real Estate, Real Estate Economics, Portfolio Management, Structured Finance
Education
University of Houston
Bachelor of Arts (B.A.)
CCRE February 2014 - Present
Wells Fargo Financial November 2008 - February 2014
Wachovia Real Estate Capital Markets October 2004 - November 2008
Deutsche Bank August 2001 - November 2004
Skills
Due Diligence, Asset Management, Real Estate, Real Estate Economics, Portfolio Management, Structured Finance
Education
University of Houston
Bachelor of Arts (B.A.)
Ashley Farthing Ashley Farthing's Wells Fargo Financial Experience January 2006 - November 2006
Job Personal Lines Acccount Manager at USI Insurance Services
Industry Insurance
Experience
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services November 2007 - May 2014
Wells Fargo November 2006 - November 2007
Wells Fargo Financial January 2006 - November 2006
Skills
Insurance, Risk Management, Life Insurance, Property & Casualty..., Commercial Insurance, General Insurance, Personal Lines Auto, Homeowners, Banking, Professional Liability
Education
University of Jamestown 2001 — 2005
Bachelor's Degree, Business Administration, Concentrations in Accounting & Personal Financial Planning
USI Insurance Services May 2014 - Present
Wells Fargo Insurance Services November 2007 - May 2014
Wells Fargo November 2006 - November 2007
Wells Fargo Financial January 2006 - November 2006
Skills
Insurance, Risk Management, Life Insurance, Property & Casualty..., Commercial Insurance, General Insurance, Personal Lines Auto, Homeowners, Banking, Professional Liability
Education
University of Jamestown 2001 — 2005
Bachelor's Degree, Business Administration, Concentrations in Accounting & Personal Financial Planning
Steve Jermier's Wells Fargo Financial Experience October 2006 - March 2008
Job Vice President Merchant Support & Operations at Wells Fargo Retail Services
Industry Financial Services
Experience
Wells Fargo Retail Services January 2014 - Present
Wells Fargo Retail Services December 2009 - December 2013
Wells Fargo Financial Retail Services February 2009 - December 2009
Wells Fargo Financial Retail Services March 2008 - February 2009
Wells Fargo Financial October 2006 - March 2008
Wells Fargo Financial Bank March 2003 - October 2006
Wells Fargo Financial Bank January 2002 - March 2003
Skills
Coaching, Lead Management, Marketing Strategy, Business Strategy, Loans, Process Improvement, Strategic Planning, Mortgage Lending, Direct Sales, Customer Service, Business Development, Financial Analysis, Recruiting, Management, Financial Services, Sales, Credit, Strategy, Leadership, Analytics, Banking
Education
University of Northern Iowa 1996 — 2001
Bachelor's, Individual Studies (Sport Psychology) & Coaching Minor
University of Iowa - Henry B. Tippie College of Business 2008 — 2015
Master of Business Administration (MBA), Finance and Business Administration
Wells Fargo Retail Services January 2014 - Present
Wells Fargo Retail Services December 2009 - December 2013
Wells Fargo Financial Retail Services February 2009 - December 2009
Wells Fargo Financial Retail Services March 2008 - February 2009
Wells Fargo Financial October 2006 - March 2008
Wells Fargo Financial Bank March 2003 - October 2006
Wells Fargo Financial Bank January 2002 - March 2003
Skills
Coaching, Lead Management, Marketing Strategy, Business Strategy, Loans, Process Improvement, Strategic Planning, Mortgage Lending, Direct Sales, Customer Service, Business Development, Financial Analysis, Recruiting, Management, Financial Services, Sales, Credit, Strategy, Leadership, Analytics, Banking
Education
University of Northern Iowa 1996 — 2001
Bachelor's, Individual Studies (Sport Psychology) & Coaching Minor
University of Iowa - Henry B. Tippie College of Business 2008 — 2015
Master of Business Administration (MBA), Finance and Business Administration
Kevin Manwell Kevin Manwell's Wells Fargo Financial Experience April 2008 - March 2011
Job IT Director Consumer Engagement and Advanced Analytics at Humana
Industry Insurance
Experience
Mission Martial Arts October 2014 - Present
Humana April 2014 - Present
Humana March 2011 - April 2014
Wells Fargo Financial April 2008 - March 2011
Wells Fargo October 2005 - April 2008
Manwell Properties, LLC January 1999 - November 2007
Wells Fargo Financial July 2003 - October 2005
Wells Fargo Financial January 2001 - July 2003
Wells Fargo Financial May 1996 - January 2001
Skills
Business Rules, Decision Management, Decision Modeling, Analytics, IT Strategy, Strategic Planning, Program Management, Project Delivery, Staff Management, Staff Development, Budget Management, Clinical, Banking, Commercial Lending, Mortgage Lending, Clinical Data Management, Healthcare IT, Process Improvement, Solution Architecture, Vendor Management, Leadership, Budgets, Management, Risk Management, Portfolio Management, Business Process..., Project Management, Healthcare Information..., SDLC, Software Development, Requirements Gathering, Business Analysis
Education
University of Northern Iowa 1991 — 1996
Bachelor of Arts, Management Information Systems
University of Iowa 1992 — 1993
Mission Martial Arts October 2014 - Present
Humana April 2014 - Present
Humana March 2011 - April 2014
Wells Fargo Financial April 2008 - March 2011
Wells Fargo October 2005 - April 2008
Manwell Properties, LLC January 1999 - November 2007
Wells Fargo Financial July 2003 - October 2005
Wells Fargo Financial January 2001 - July 2003
Wells Fargo Financial May 1996 - January 2001
Skills
Business Rules, Decision Management, Decision Modeling, Analytics, IT Strategy, Strategic Planning, Program Management, Project Delivery, Staff Management, Staff Development, Budget Management, Clinical, Banking, Commercial Lending, Mortgage Lending, Clinical Data Management, Healthcare IT, Process Improvement, Solution Architecture, Vendor Management, Leadership, Budgets, Management, Risk Management, Portfolio Management, Business Process..., Project Management, Healthcare Information..., SDLC, Software Development, Requirements Gathering, Business Analysis
Education
University of Northern Iowa 1991 — 1996
Bachelor of Arts, Management Information Systems
University of Iowa 1992 — 1993
Drew Murray, CPA Drew Murray, CPA's Wells Fargo Financial Experience 2006 - 2007
Job Tax and Consulting
Industry Financial Services
Experience
DMCG Holdings LLC May 2015 - Present
EY 2013 - 2014
McGowen, Hurst, Clark & Smith, P.C. December 2012 - 2013
Northwestern Mutual 2011 - 2012
Deloitte 2009 - 2010
Deloitte May 2008 - November 2008
Deloitte 2007 - 2007
Wells Fargo Financial 2006 - 2007
Skills
CPA, Tax, Financial Analysis, Portfolio Management, Auditing, Reviews, Compilation, Business Tax Planning, Personal Tax Planning, Estate Planning, Corporate Tax, High Net Worth..., Financial Reporting, Financial Accounting, Accounting, Finance, Tax Accounting, Internal Controls, Income Tax
Education
University of Iowa
Master of Business Administration (MBA)
University of Northern Iowa 2007 — 2009
Masters of Accounting
University of Iowa 2004 — 2007
Accounting
Greene High School
DMCG Holdings LLC May 2015 - Present
EY 2013 - 2014
McGowen, Hurst, Clark & Smith, P.C. December 2012 - 2013
Northwestern Mutual 2011 - 2012
Deloitte 2009 - 2010
Deloitte May 2008 - November 2008
Deloitte 2007 - 2007
Wells Fargo Financial 2006 - 2007
Skills
CPA, Tax, Financial Analysis, Portfolio Management, Auditing, Reviews, Compilation, Business Tax Planning, Personal Tax Planning, Estate Planning, Corporate Tax, High Net Worth..., Financial Reporting, Financial Accounting, Accounting, Finance, Tax Accounting, Internal Controls, Income Tax
Education
University of Iowa
Master of Business Administration (MBA)
University of Northern Iowa 2007 — 2009
Masters of Accounting
University of Iowa 2004 — 2007
Accounting
Greene High School
Pam Acheson's Wells Fargo Financial Experience 2010 - 2010
Job Talent Engagement at Pillar Technology
Industry Human Resources
Experience
Pillar Technology September 2014 - Present
Net-Integrated Consulting January 2013 - 2015
HireQuality Solutions November 2011 - July 2013
E.C. First April 2011 - November 2011
Wells Fargo Financial 2010 - 2010
Skills
Recruiting, Technical Recruiting, Talent Acquisition, Internet Recruiting, Staffing Services, Onboarding, College Recruiting, Vendor Management, Applicant Tracking..., Sales, Sourcing, Employee Relations, Human Resources, Leadership, Benefits Administration, Screening Resumes, HRIS, New Hire Orientations, Training, Contract Recruitment, Interviews, Payroll, Executive Search, Temporary Placement, Job Fairs, Employee Benefits, Hiring, Talent Management, Resume Writing, Temporary Staffing, FMLA, Succession Planning, Benefits Negotiation, Workforce Planning, HR Policies, Screening, Deferred Compensation
Education
University of Iowa 1982 — 1986
Bachelor of Applied Science (BASc), Elementary Education and Teaching
Pillar Technology September 2014 - Present
Net-Integrated Consulting January 2013 - 2015
HireQuality Solutions November 2011 - July 2013
E.C. First April 2011 - November 2011
Wells Fargo Financial 2010 - 2010
Skills
Recruiting, Technical Recruiting, Talent Acquisition, Internet Recruiting, Staffing Services, Onboarding, College Recruiting, Vendor Management, Applicant Tracking..., Sales, Sourcing, Employee Relations, Human Resources, Leadership, Benefits Administration, Screening Resumes, HRIS, New Hire Orientations, Training, Contract Recruitment, Interviews, Payroll, Executive Search, Temporary Placement, Job Fairs, Employee Benefits, Hiring, Talent Management, Resume Writing, Temporary Staffing, FMLA, Succession Planning, Benefits Negotiation, Workforce Planning, HR Policies, Screening, Deferred Compensation
Education
University of Iowa 1982 — 1986
Bachelor of Applied Science (BASc), Elementary Education and Teaching
Yan (Sheri) Sun's Wells Fargo Financial Experience June 2006 - November 2009
Job Manager, Portfolio Analytics at Discover Financial Services
Industry Financial Services
Experience
Discover Financial Services August 2014 - Present
Discover Financial Services October 2013 - August 2014
Discover Financial Services May 2012 - September 2013
HAVI Global Solutions November 2009 - May 2012
Wells Fargo Financial June 2006 - November 2009
Preiss & Company November 2005 - January 2007
Skills
Marketing Campaign..., Marketing Strategy, Credit Risk Modeling..., Segmentation, Predictive Modeling, Economic Research, SAS, Analysis, Banking, Data Analysis, Forecasting, Logistic Regression, Portfolio Management, Risk Management
Education
University of Illinois at Chicago 2004 — 2006
M.S.
Discover Financial Services August 2014 - Present
Discover Financial Services October 2013 - August 2014
Discover Financial Services May 2012 - September 2013
HAVI Global Solutions November 2009 - May 2012
Wells Fargo Financial June 2006 - November 2009
Preiss & Company November 2005 - January 2007
Skills
Marketing Campaign..., Marketing Strategy, Credit Risk Modeling..., Segmentation, Predictive Modeling, Economic Research, SAS, Analysis, Banking, Data Analysis, Forecasting, Logistic Regression, Portfolio Management, Risk Management
Education
University of Illinois at Chicago 2004 — 2006
M.S.
Sara Vincent Sara Vincent's Wells Fargo Financial Experience January 2010 - September 2010
Job Mortgage Consultant Associate at Union Bank
Industry Financial Services
Experience
Union Bank July 2013 - Present
Provident Savings Bank September 2012 - July 2013
Wells Fargo Home Mortgage October 2011 - September 2012
JP Morgan Chase December 2010 - October 2011
Wells Fargo Financial January 2010 - September 2010
Skills
Loans, Real Estate, Customer Service, Financial Analysis, Project Management, Refinance, Credit, Microsoft Office, Accounting, Budgets, Financial Reporting, Banking, Mortgage Lending, Start-ups
Education
University of Idaho 2005 — 2009
Bachelor, Finance, Spanish
Union Bank July 2013 - Present
Provident Savings Bank September 2012 - July 2013
Wells Fargo Home Mortgage October 2011 - September 2012
JP Morgan Chase December 2010 - October 2011
Wells Fargo Financial January 2010 - September 2010
Skills
Loans, Real Estate, Customer Service, Financial Analysis, Project Management, Refinance, Credit, Microsoft Office, Accounting, Budgets, Financial Reporting, Banking, Mortgage Lending, Start-ups
Education
University of Idaho 2005 — 2009
Bachelor, Finance, Spanish
Douglas Renze Douglas Renze's Wells Fargo Financial Experience April 2007 - September 2007
Job Service Delivery Analyst III at Athene USA
Industry Insurance
Experience
Athene Holdings October 2013 - Present
Iowa Swimming, Inc. 2011 - 2014
North Side Otters Foundation 2011 - 2014
North Side Otters Foundation 2011 - 2014
Aviva North America August 2010 - October 2013
Renze & Associates April 1996 - July 2012
Aviva USA June 2009 - September 2010
Aviva USA November 2007 - June 2009
Wells Fargo Financial April 2007 - September 2007
EMCO Enterprises, Inc., A Subsidiary of Andersen Corporation May 1999 - April 2007
Skills
Software Documentation, ITIL, Business Analysis, IT Management, Service Delivery, Active Directory, Business Process..., Process Improvement, Windows Server, Project Management, Change Management, SDLC, Business Service..., IT Service Management, Vendor Management, System Monitoring, Customer Service, Insurance, Disaster Recovery, Troubleshooting, SharePoint, Project Portfolio...
Education
University of Iowa 1988 — 1994
BA, Interdepartmental Studies with an emphasis in International Relations
MHS Class of 88 1985 — 1988
Athene Holdings October 2013 - Present
Iowa Swimming, Inc. 2011 - 2014
North Side Otters Foundation 2011 - 2014
North Side Otters Foundation 2011 - 2014
Aviva North America August 2010 - October 2013
Renze & Associates April 1996 - July 2012
Aviva USA June 2009 - September 2010
Aviva USA November 2007 - June 2009
Wells Fargo Financial April 2007 - September 2007
EMCO Enterprises, Inc., A Subsidiary of Andersen Corporation May 1999 - April 2007
Skills
Software Documentation, ITIL, Business Analysis, IT Management, Service Delivery, Active Directory, Business Process..., Process Improvement, Windows Server, Project Management, Change Management, SDLC, Business Service..., IT Service Management, Vendor Management, System Monitoring, Customer Service, Insurance, Disaster Recovery, Troubleshooting, SharePoint, Project Portfolio...
Education
University of Iowa 1988 — 1994
BA, Interdepartmental Studies with an emphasis in International Relations
MHS Class of 88 1985 — 1988
Carl Nehm Carl Nehm's Wells Fargo Financial Experience March 2010 - August 2010
Job Personal Banker 2 at Wells Fargo
Industry Marketing and Advertising
Experience
Wells Fargo July 2012 - Present
Wells Fargo Bank August 2010 - July 2012
Wells Fargo Financial March 2010 - August 2010
Saint Joseph College August 2009 - May 2010
Saint Joseph College December 2008 - March 2010
Hertz Local Edition October 2007 - August 2008
University of Hartford February 2004 - May 2007
University of hartford 2003 - 2007
Prime Resources Corporation June 2006 - August 2006
University of Hartford August 2005 - June 2006
Skills
Customer Service, Program Management, Public Relations, Microsoft Office, Microsoft Excel, Leadership, Event Planning, Social Media, PowerPoint, Public Speaking, Microsoft Word, Marketing, Management, Data Analysis
Education
Saint Joseph College 2008 — 2010
MS, Management
University of Hartford 2003 — 2007
B.S, Marketing, Insurance/Finance
Wells Fargo July 2012 - Present
Wells Fargo Bank August 2010 - July 2012
Wells Fargo Financial March 2010 - August 2010
Saint Joseph College August 2009 - May 2010
Saint Joseph College December 2008 - March 2010
Hertz Local Edition October 2007 - August 2008
University of Hartford February 2004 - May 2007
University of hartford 2003 - 2007
Prime Resources Corporation June 2006 - August 2006
University of Hartford August 2005 - June 2006
Skills
Customer Service, Program Management, Public Relations, Microsoft Office, Microsoft Excel, Leadership, Event Planning, Social Media, PowerPoint, Public Speaking, Microsoft Word, Marketing, Management, Data Analysis
Education
Saint Joseph College 2008 — 2010
MS, Management
University of Hartford 2003 — 2007
B.S, Marketing, Insurance/Finance
Lindsey Everhart Lindsey Everhart's Wells Fargo Financial Experience December 2006 - August 2008
Job Social Psychology
Industry Research
Experience
University of Iowa August 2011 - December 2012
The University of Iowa January 2009 - April 2009
The University of Iowa January 2009 - April 2009
Wells Fargo Financial December 2006 - August 2008
Wells Fargo Financial September 2005 - December 2006
Iowa State University Extension December 2004 - May 2005
Education
University of Iowa 2010 — 2014
B.S., Psychology, Sociology
University of Iowa - Henry B. Tippie College of Business 2008 — 2010
MBA, Strategy
University of Iowa 1998 — 2004
B.A., Biology & Spanish
University of Iowa August 2011 - December 2012
The University of Iowa January 2009 - April 2009
The University of Iowa January 2009 - April 2009
Wells Fargo Financial December 2006 - August 2008
Wells Fargo Financial September 2005 - December 2006
Iowa State University Extension December 2004 - May 2005
Education
University of Iowa 2010 — 2014
B.S., Psychology, Sociology
University of Iowa - Henry B. Tippie College of Business 2008 — 2010
MBA, Strategy
University of Iowa 1998 — 2004
B.A., Biology & Spanish
Chris J. Osborn Chris J. Osborn's Wells Fargo Financial Experience January 2006 - April 2007
Job Financial Service Professional
Industry Financial Services
Experience
New York Life Insurance Company December 2010 - March 2014
ING USA April 2007 - October 2010
Wells Fargo Financial January 2006 - April 2007
Skills
Insurance, Investments, Fixed Annuities, Underwriting, Retirement Planning, Life Insurance, Retirement, Portfolio Management, Disability Insurance, 401k, Customer Service, Estate Planning, Long-term Care, Term Life Insurance, IRAs, Long Term Care Insurance, Health Insurance, Series 6, Sales, Universal Life
Education
University of Iowa - Henry B. Tippie College of Business
Entrepreneurship Certificate
University of Iowa 1999 — 2004
BA, Political Science
University of Iowa - Henry B. Tippie College of Business
BBA, Marketing
Dowling High School
Dowling High School
Saint Augustines
New York Life Insurance Company December 2010 - March 2014
ING USA April 2007 - October 2010
Wells Fargo Financial January 2006 - April 2007
Skills
Insurance, Investments, Fixed Annuities, Underwriting, Retirement Planning, Life Insurance, Retirement, Portfolio Management, Disability Insurance, 401k, Customer Service, Estate Planning, Long-term Care, Term Life Insurance, IRAs, Long Term Care Insurance, Health Insurance, Series 6, Sales, Universal Life
Education
University of Iowa - Henry B. Tippie College of Business
Entrepreneurship Certificate
University of Iowa 1999 — 2004
BA, Political Science
University of Iowa - Henry B. Tippie College of Business
BBA, Marketing
Dowling High School
Dowling High School
Saint Augustines
Joseph Savage Joseph Savage's Wells Fargo Financial Experience May 2007 - June 2008
Job Commodities Futures Trader at Chicago Board of Trade
Industry Financial Services
Experience
Echo Logistics August 2014 - Present
Chicago Board of Trade November 2011 - Present
MF Global March 2011 - November 2011
Global Forex Trading June 2008 - March 2011
Wells Fargo Financial May 2007 - June 2008
Skills
Derivatives, Options, Hedging, Financial Markets, Trading, Leadership, Foreign Exchange, FX trading, Currency, Commodity, FX Options, Trading Strategies, Electronic Trading, Trading Systems, Technical Analysis, Management
Education
University of Illinois at Urbana-Champaign
BS, Actuarial Science
Echo Logistics August 2014 - Present
Chicago Board of Trade November 2011 - Present
MF Global March 2011 - November 2011
Global Forex Trading June 2008 - March 2011
Wells Fargo Financial May 2007 - June 2008
Skills
Derivatives, Options, Hedging, Financial Markets, Trading, Leadership, Foreign Exchange, FX trading, Currency, Commodity, FX Options, Trading Strategies, Electronic Trading, Trading Systems, Technical Analysis, Management
Education
University of Illinois at Urbana-Champaign
BS, Actuarial Science
Brooke VandeKamp's Wells Fargo Financial Experience April 2007 - July 2010
Job Corporate Sales Manager at Grainger
Industry Logistics and Supply Chain
Experience
Grainger July 2014 - Present
Grainger May 2012 - July 2014
ADP July 2011 - May 2012
ADP July 2010 - July 2011
Wells Fargo Financial April 2007 - July 2010
Wells Fargo Financial September 2004 - April 2007
Wells Fargo Financial March 2003 - September 2004
Wells Fargo Financial December 2001 - March 2003
Skills
Sales Management, Sales Operations, Sales, Sales Process, Selling, Sales Presentations, Training, Management, Lead Generation, Cold Calling, B2B, Customer Service, Customer Satisfaction, Budgets, Coaching, Human Resources, Relationship Management, Leadership, Time Management, Finance, Account Management, Direct Sales, Customer Retention, Salesforce.com, Insurance, Program Management, Recruiting, CRM, Solution Selling, Building Relationships, Consulting, Executive Management, Credit, Team Building, Business Development, New Business Development, Marketing
Education
University of Iowa - Henry B. Tippie College of Business 1997 — 2001
BBA Marketing
Grainger July 2014 - Present
Grainger May 2012 - July 2014
ADP July 2011 - May 2012
ADP July 2010 - July 2011
Wells Fargo Financial April 2007 - July 2010
Wells Fargo Financial September 2004 - April 2007
Wells Fargo Financial March 2003 - September 2004
Wells Fargo Financial December 2001 - March 2003
Skills
Sales Management, Sales Operations, Sales, Sales Process, Selling, Sales Presentations, Training, Management, Lead Generation, Cold Calling, B2B, Customer Service, Customer Satisfaction, Budgets, Coaching, Human Resources, Relationship Management, Leadership, Time Management, Finance, Account Management, Direct Sales, Customer Retention, Salesforce.com, Insurance, Program Management, Recruiting, CRM, Solution Selling, Building Relationships, Consulting, Executive Management, Credit, Team Building, Business Development, New Business Development, Marketing
Education
University of Iowa - Henry B. Tippie College of Business 1997 — 2001
BBA Marketing
Ryan Caltagirone Ryan Caltagirone's Wells Fargo Financial Experience June 2004 - July 2008
Job Insurance Broker at HealthMarkets & CoFounder and VP at Legal Services Link, LLC
Industry Insurance
Experience
Legal Services Link, LLC August 2015 - Present
HealthMarkets Insurance Agency July 2008 - Present
Wells Fargo Financial June 2004 - July 2008
Skills
Disability Insurance, Health Insurance, Life Insurance, Insurance, Long Term Care Insurance, Retirement, Medicare, Small Business, Dentistry, Term Life Insurance, Fixed Annuities, Long-term Care, Whole Life, Health Savings Accounts, Health, Budgets, Employee Benefits, Accident, Financial Planners, Agents, Group Insurance, Investments, Workers Compensation, Critical Illness, Retirement Planning, Underwriting, Umbrella Insurance, 401k, Estate Planning, Universal Life, General Insurance, IRAs, Insurance Brokerage, Commercial Insurance, Brokers, Property & Casualty..., Professional Liability, Sales, Strategic Financial..., Casualty, Licensed Life & Health..., Legal Liability, Cold Calling, Wealth, Series 6, Financial Planning
Education
University of Illinois at Urbana-Champaign 2000 — 2004
Finance, General
University of Illinois at Urbana-Champaign - College of Business 2000 — 2004
Finance, Finance, General
Legal Services Link, LLC August 2015 - Present
HealthMarkets Insurance Agency July 2008 - Present
Wells Fargo Financial June 2004 - July 2008
Skills
Disability Insurance, Health Insurance, Life Insurance, Insurance, Long Term Care Insurance, Retirement, Medicare, Small Business, Dentistry, Term Life Insurance, Fixed Annuities, Long-term Care, Whole Life, Health Savings Accounts, Health, Budgets, Employee Benefits, Accident, Financial Planners, Agents, Group Insurance, Investments, Workers Compensation, Critical Illness, Retirement Planning, Underwriting, Umbrella Insurance, 401k, Estate Planning, Universal Life, General Insurance, IRAs, Insurance Brokerage, Commercial Insurance, Brokers, Property & Casualty..., Professional Liability, Sales, Strategic Financial..., Casualty, Licensed Life & Health..., Legal Liability, Cold Calling, Wealth, Series 6, Financial Planning
Education
University of Illinois at Urbana-Champaign 2000 — 2004
Finance, General
University of Illinois at Urbana-Champaign - College of Business 2000 — 2004
Finance, Finance, General
Christina Aloise's Wells Fargo Financial Experience August 2006 - January 2009
Job National Account Manager with AIG Warranty
Industry Consumer Services
Experience
AIG March 2015 - Present
Wells Fargo January 2009 - March 2015
Wells Fargo Financial August 2006 - January 2009
Wells Fargo Financial February 2004 - August 2006
Wells Fargo May 2002 - February 2004
Skills
Management, Credit, Sales, Process Improvement, Financial Analysis, Team Building, Customer Service, Loans, Mortgage Lending, Business Development, Leadership
Education
University of Kentucky 1998 — 2002
Business Administration, Finance, Economics
AIG March 2015 - Present
Wells Fargo January 2009 - March 2015
Wells Fargo Financial August 2006 - January 2009
Wells Fargo Financial February 2004 - August 2006
Wells Fargo May 2002 - February 2004
Skills
Management, Credit, Sales, Process Improvement, Financial Analysis, Team Building, Customer Service, Loans, Mortgage Lending, Business Development, Leadership
Education
University of Kentucky 1998 — 2002
Business Administration, Finance, Economics
Scott Lineberry Scott Lineberry's Wells Fargo Financial Experience August 1986 - July 1992
Job Health & Life Insurance Agent, Taylored Benefits, Inc.
Industry Insurance
Experience
Capital Mortgage August 2004 - September 2014
American Home Mortgage May 2003 - August 2004
Principal Financial Group August 1992 - April 2003
Wells Fargo Financial August 1986 - July 1992
Housecraft Company April 1982 - March 1986
Skills
Mortgage Lending, Underwriting, Credit, Loans, FHA, Strategic Planning, Residential Homes, New Business Development, Marketing Strategy, Real Estate, Business Development, Leadership, Loan Origination, Mortgage Banking, Small Business, Foreclosures, Retirement Planning, First Time Home Buyers, Investment Properties, Selling, Marketing, Refinance, Sales, Online Marketing, Reverse Mortgages, Entrepreneurship, Finance, USDA
Education
University of Iowa 1979 — 1983
BA, Marketing
Capital Mortgage August 2004 - September 2014
American Home Mortgage May 2003 - August 2004
Principal Financial Group August 1992 - April 2003
Wells Fargo Financial August 1986 - July 1992
Housecraft Company April 1982 - March 1986
Skills
Mortgage Lending, Underwriting, Credit, Loans, FHA, Strategic Planning, Residential Homes, New Business Development, Marketing Strategy, Real Estate, Business Development, Leadership, Loan Origination, Mortgage Banking, Small Business, Foreclosures, Retirement Planning, First Time Home Buyers, Investment Properties, Selling, Marketing, Refinance, Sales, Online Marketing, Reverse Mortgages, Entrepreneurship, Finance, USDA
Education
University of Iowa 1979 — 1983
BA, Marketing
Kim (Elsberg) Vasquez Kim (Elsberg) Vasquez's Wells Fargo Financial Experience July 2009 - November 2009
Job Director of Business Operations at Aerotek
Industry Staffing and Recruiting
Experience
Aerotek January 2015 - Present
Aerotek Scientific November 2009 - Present
Wells Fargo Financial July 2009 - November 2009
Skills
Recruiting, Applicant Tracking..., Customer Service, Technical Recruiting, Talent Acquisition, Temporary Placement, Staffing Services, Sales, Cold Calling, College Recruiting, Contract Recruitment, Human Resources, Internet Recruiting, Temporary Staffing
Education
University of Iowa 2005 — 2009
BA, Communication Studies
Aerotek January 2015 - Present
Aerotek Scientific November 2009 - Present
Wells Fargo Financial July 2009 - November 2009
Skills
Recruiting, Applicant Tracking..., Customer Service, Technical Recruiting, Talent Acquisition, Temporary Placement, Staffing Services, Sales, Cold Calling, College Recruiting, Contract Recruitment, Human Resources, Internet Recruiting, Temporary Staffing
Education
University of Iowa 2005 — 2009
BA, Communication Studies
Adrian Duron's Wells Fargo Financial Experience 2011 - 2012
Job IT Consultant, ConnectiveTalent
Industry Management Consulting
Experience
Connective-Talent August 2014 - Present
QX Consultants, LLC January 2014 - September 2014
Universal Weather and Aviation August 2009 - December 2013
Wells Fargo Financial 2011 - 2012
PMI Houston July 2009 - December 2009
CapRock Communications December 2006 - April 2009
Eagle Global Logistics February 2001 - November 2006
SHL Systemhouse March 1998 - December 2000
Ernst & Young March 1990 - March 1998
Skills
SDLC, Software Development..., Business Analysis, Requirements Analysis, Requirements Gathering, Business Process..., PMO, SharePoint, Vendor Management, Visio, Integration, Data Analysis, Business Intelligence, Project Management, IT Strategy, Program Management, ERP, PMP, ITIL, Testing, Quality Assurance, Databases, Oracle, Agile Methodologies, Analysis, Management, Business Process, Scrum, Risk Management, Software Project..., Information Technology, IT Management
Education
University of Houston 1983 — 1986
B.B.A., MIS
Connective-Talent August 2014 - Present
QX Consultants, LLC January 2014 - September 2014
Universal Weather and Aviation August 2009 - December 2013
Wells Fargo Financial 2011 - 2012
PMI Houston July 2009 - December 2009
CapRock Communications December 2006 - April 2009
Eagle Global Logistics February 2001 - November 2006
SHL Systemhouse March 1998 - December 2000
Ernst & Young March 1990 - March 1998
Skills
SDLC, Software Development..., Business Analysis, Requirements Analysis, Requirements Gathering, Business Process..., PMO, SharePoint, Vendor Management, Visio, Integration, Data Analysis, Business Intelligence, Project Management, IT Strategy, Program Management, ERP, PMP, ITIL, Testing, Quality Assurance, Databases, Oracle, Agile Methodologies, Analysis, Management, Business Process, Scrum, Risk Management, Software Project..., Information Technology, IT Management
Education
University of Houston 1983 — 1986
B.B.A., MIS
Ken Bogacki's Wells Fargo Financial Experience 2004 - 2006
Job Higher Education Financing Expert
Industry Education Management
Experience
National Education Servicing August 2011 - Present
National Education Servicing August 2006 - July 2011
Wells Fargo Financial 2004 - 2006
Skills
Business Analysis, Finance, Marketing, Product Development, Sales Management
Education
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
Bachelor of Business Administration (BBA), Finance
National Education Servicing August 2011 - Present
National Education Servicing August 2006 - July 2011
Wells Fargo Financial 2004 - 2006
Skills
Business Analysis, Finance, Marketing, Product Development, Sales Management
Education
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
Bachelor of Business Administration (BBA), Finance
Lisa Levine's Wells Fargo Financial Experience June 2004 - January 2005
Job National Account Manager at Sigvaris
Industry Medical Devices
Experience
Sigvaris January 2014 - Present
Sigvaris July 2010 - December 2013
Medicis January 2008 - August 2010
Warner Chilcott January 2005 - January 2008
Wells Fargo Financial June 2004 - January 2005
Wells Fargo Financial June 2003 - June 2004
Kendall Pointe Dental 1996 - 2000
Skills
Pharmaceutical Industry, Managed Care, Dermatology, Pharmaceutical Sales, Product Launch, Medical Devices, Cardiology, OB/GYN, Sales Effectiveness, Diabetes, Selling Skills, Surgeons, Orthopedic, Medical Sales, Market Development, Operating Room, Sales Presentations, Sales, Hospital Sales, Wound Care, Sales Force Development, Market Access, Gastroenterology, Neurology, Urology
Education
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelor of Science (BS)
University of Illinois at Urbana-Champaign 1999 — 2003
Sigvaris January 2014 - Present
Sigvaris July 2010 - December 2013
Medicis January 2008 - August 2010
Warner Chilcott January 2005 - January 2008
Wells Fargo Financial June 2004 - January 2005
Wells Fargo Financial June 2003 - June 2004
Kendall Pointe Dental 1996 - 2000
Skills
Pharmaceutical Industry, Managed Care, Dermatology, Pharmaceutical Sales, Product Launch, Medical Devices, Cardiology, OB/GYN, Sales Effectiveness, Diabetes, Selling Skills, Surgeons, Orthopedic, Medical Sales, Market Development, Operating Room, Sales Presentations, Sales, Hospital Sales, Wound Care, Sales Force Development, Market Access, Gastroenterology, Neurology, Urology
Education
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelor of Science (BS)
University of Illinois at Urbana-Champaign 1999 — 2003
Charles Bauchat's Wells Fargo Financial Experience September 1995 - December 2003
Job SVP Dir of Consumer Lending & Loan Servicing at Chemical Bank
Industry Banking
Experience
Chemical Bank May 2008 - Present
Chemical Bank May 2008 - October 2011
ABN AMRO January 2003 - May 2008
ABN AMRO Mortgage Group January 2003 - May 2008
Bank of America 2006 - 2008
LaSalle Bank - ABN AMRO 2006 - 2008
Wells Fargo Financial September 1995 - December 2003
Education
University of Illinois Springfield 1991 — 1993
BA, Bus Admin/ Mgt
cros-lex
Chemical Bank May 2008 - Present
Chemical Bank May 2008 - October 2011
ABN AMRO January 2003 - May 2008
ABN AMRO Mortgage Group January 2003 - May 2008
Bank of America 2006 - 2008
LaSalle Bank - ABN AMRO 2006 - 2008
Wells Fargo Financial September 1995 - December 2003
Education
University of Illinois Springfield 1991 — 1993
BA, Bus Admin/ Mgt
cros-lex
Matthew Drey's Wells Fargo Financial Experience March 2006 - May 2007
Job Technology Solutions Engineer at ITA Group, Inc.
Industry Information Technology and Services
Experience
ITA Group, Inc. May 2013 - Present
ITAGroup November 2010 - May 2013
Principal Financial Group May 2007 - November 2010
Wells Fargo Financial March 2006 - May 2007
Wells Fargo September 2004 - March 2006
Wells Fargo Financial January 2002 - September 2004
Skills
Business Analysis, Process Improvement, SDLC, Requirements Gathering, Visio, Business Requirements, Vendor Management, Requirements Analysis, SharePoint, Project Management, Software Documentation, Team Leadership, Business Intelligence, Program Management, Agile Methodologies, Leadership, Business Process..., Analytics, Spreadsheets
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
Masters, Business Administration
University of Northern Iowa 1997 — 2001
Bachelor of Arts (BA), Political Science and Government
Dowling High School 1993 — 1997
ITA Group, Inc. May 2013 - Present
ITAGroup November 2010 - May 2013
Principal Financial Group May 2007 - November 2010
Wells Fargo Financial March 2006 - May 2007
Wells Fargo September 2004 - March 2006
Wells Fargo Financial January 2002 - September 2004
Skills
Business Analysis, Process Improvement, SDLC, Requirements Gathering, Visio, Business Requirements, Vendor Management, Requirements Analysis, SharePoint, Project Management, Software Documentation, Team Leadership, Business Intelligence, Program Management, Agile Methodologies, Leadership, Business Process..., Analytics, Spreadsheets
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
Masters, Business Administration
University of Northern Iowa 1997 — 2001
Bachelor of Arts (BA), Political Science and Government
Dowling High School 1993 — 1997
Carey Sanders's Wells Fargo Financial Experience 2005 - 2006
Job Vice President, Private Banker at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank February 2015 - Present
Fifth Third Bank January 2008 - February 2015
The Bank of Kentucky 2006 - 2008
Wells Fargo Financial 2005 - 2006
Skills
Commercial Lending, Credit, Credit Analysis, Commercial Banking, Loans, Banking, Portfolio Management, Financial Analysis, Underwriting, Credit Risk, Consumer Lending, Customer Service
Education
University of Kentucky 1999 — 2005
Bachelor of Science, Accounting & Finance
Fifth Third Bank February 2015 - Present
Fifth Third Bank January 2008 - February 2015
The Bank of Kentucky 2006 - 2008
Wells Fargo Financial 2005 - 2006
Skills
Commercial Lending, Credit, Credit Analysis, Commercial Banking, Loans, Banking, Portfolio Management, Financial Analysis, Underwriting, Credit Risk, Consumer Lending, Customer Service
Education
University of Kentucky 1999 — 2005
Bachelor of Science, Accounting & Finance
Jay Carlson's Wells Fargo Financial Experience February 2005 - November 2010
Job Financial Analyst at Pioneer HiBred International Inc
Industry Financial Services
Experience
Pioneer Hi-Bred International Inc November 2010 - Present
Wells Fargo Financial February 2005 - November 2010
Electronic Data Systems July 2000 - February 2005
Skills
Analysis, Finance, Financial Analysis, Forecasting, Process Improvement
Education
University of Iowa 1995 — 1997
MBA
University of Iowa 1990 — 1994
BBA, Finance
Pioneer Hi-Bred International Inc November 2010 - Present
Wells Fargo Financial February 2005 - November 2010
Electronic Data Systems July 2000 - February 2005
Skills
Analysis, Finance, Financial Analysis, Forecasting, Process Improvement
Education
University of Iowa 1995 — 1997
MBA
University of Iowa 1990 — 1994
BBA, Finance
Mark Sherrard's Wells Fargo Financial Experience January 2004 - March 2006
Job Technical Sales Manager ll at Dell
Industry Information Technology and Services
Experience
Dell February 2013 - Present
Dell, Inc August 2010 - October 2013
Dell Inc November 2007 - August 2010
Dell Inc March 2006 - November 2007
Wells Fargo Financial January 2004 - March 2006
Skills
B2B, ITIL, Solution Selling, Virtualization, Servers, Enterprise Software, Sales, Sales Process, Sales Operations, Strategy, Management, CRM, Sales Management, Channel Partners, Cloud Computing, Salesforce.com, Direct Sales, SaaS, Account Management, Leadership, SAN
Education
University of Kentucky 1997 — 2001
Bachelors, Business Admin./Marketing, Graduated with Honors in Marketing
Dell February 2013 - Present
Dell, Inc August 2010 - October 2013
Dell Inc November 2007 - August 2010
Dell Inc March 2006 - November 2007
Wells Fargo Financial January 2004 - March 2006
Skills
B2B, ITIL, Solution Selling, Virtualization, Servers, Enterprise Software, Sales, Sales Process, Sales Operations, Strategy, Management, CRM, Sales Management, Channel Partners, Cloud Computing, Salesforce.com, Direct Sales, SaaS, Account Management, Leadership, SAN
Education
University of Kentucky 1997 — 2001
Bachelors, Business Admin./Marketing, Graduated with Honors in Marketing
Adam Szudarski's Wells Fargo Financial Experience August 2005 - May 2007
Job Recruiting Manager at Robert Half Finance & Accounting
Industry Accounting
Experience
Robert Half Finance & Accounting June 2007 - Present
Wells Fargo Financial August 2005 - May 2007
Education
University of Iowa 2000 — 2005
BA, Communications
Robert Half Finance & Accounting June 2007 - Present
Wells Fargo Financial August 2005 - May 2007
Education
University of Iowa 2000 — 2005
BA, Communications
Brad Puls's Wells Fargo Financial Experience November 2006 - April 2015
Job Compliance and Operational Risk Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2015 - Present
Wells Fargo Financial November 2006 - April 2015
Skills
Banking, Credit, Loans, Risk Management, Portfolio Management, Financial Analysis, Financial Services, Mortgage Lending, Investments, Credit Analysis, Retail Banking
Education
University of Iowa 1992 — 1997
Wells Fargo April 2015 - Present
Wells Fargo Financial November 2006 - April 2015
Skills
Banking, Credit, Loans, Risk Management, Portfolio Management, Financial Analysis, Financial Services, Mortgage Lending, Investments, Credit Analysis, Retail Banking
Education
University of Iowa 1992 — 1997
Jeffrey Collar's Wells Fargo Financial Experience NegotiatorBlue Cross Blue Shield of Illinois2006 - 2007
Job Credit Manager at Wells Fargo Financial
Industry Financial Services
Experience
Wells Fargo Financial NegotiatorBlue Cross Blue Shield of Illinois2006 - 2007
Education
University of Illinois Springfield 2004 — 2006
Wells Fargo Financial NegotiatorBlue Cross Blue Shield of Illinois2006 - 2007
Education
University of Illinois Springfield 2004 — 2006
Jeffrey Collar's Wells Fargo Financial Experience May 2007 - May 2008
Job Professional Liability Analyst at ISMIE/ISMS
Industry Insurance
Experience
ISMIE/ISMS June 2014 - Present
Progressive Insurance May 2008 - June 2014
Wells Fargo Financial May 2007 - May 2008
Blue Cross and Blue Shield of Illinois, New Mexico, Oklahoma & Texas April 2006 - May 2008
Skills
Property & Casualty..., Claim, Liability, Casualty, Claims Management, Insurance, Legal Liability, Property Damage, Subrogation, General Insurance, Commercial Insurance, Commercial Lines
Education
University of Illinois Springfield 2004 — 2006
Bachelor of Arts (B.A.), Communications
Williamsville High School 1995 — 1999
High School Deploma
ISMIE/ISMS June 2014 - Present
Progressive Insurance May 2008 - June 2014
Wells Fargo Financial May 2007 - May 2008
Blue Cross and Blue Shield of Illinois, New Mexico, Oklahoma & Texas April 2006 - May 2008
Skills
Property & Casualty..., Claim, Liability, Casualty, Claims Management, Insurance, Legal Liability, Property Damage, Subrogation, General Insurance, Commercial Insurance, Commercial Lines
Education
University of Illinois Springfield 2004 — 2006
Bachelor of Arts (B.A.), Communications
Williamsville High School 1995 — 1999
High School Deploma
Sarah Rader's Wells Fargo Financial Experience June 2006 - September 2011
Job Accounting Manager at Wells Fargo
Industry Accounting
Experience
Wells Fargo July 2013 - Present
Wells Fargo Bank January 2010 - June 2013
Wells Fargo Financial June 2006 - September 2011
Skills
Business Analysis, SDLC, Process Improvement, Accounting, Banking, Financial Analysis, Finance, Financial Reporting
Education
University of Iowa - Henry B. Tippie College of Business 1992 — 1996
Wells Fargo July 2013 - Present
Wells Fargo Bank January 2010 - June 2013
Wells Fargo Financial June 2006 - September 2011
Skills
Business Analysis, SDLC, Process Improvement, Accounting, Banking, Financial Analysis, Finance, Financial Reporting
Education
University of Iowa - Henry B. Tippie College of Business 1992 — 1996
Jason Hostetler's Wells Fargo Financial Experience November 2005 - December 2010
Job President & Managing Principal Broker at Trustpoint Mortgage Company, Inc.
Industry Financial Services
Experience
Trustpoint Mortgage Company, Inc. February 2011 - Present
Wells Fargo Financial November 2005 - December 2010
Skills
Mortgage Lending, Customer Service, Loans, Consumer Lending, Loan Origination, Mortgage Banking, Credit, Refinance, Residential Mortgages, Commercial Lending, Underwriting, FHA, Credit Analysis, USDA, Small Business Lending, VA loans, VA Loans
Education
University of Kentucky 2001 — 2005
International Econimics & Foreign Language
Trustpoint Mortgage Company, Inc. February 2011 - Present
Wells Fargo Financial November 2005 - December 2010
Skills
Mortgage Lending, Customer Service, Loans, Consumer Lending, Loan Origination, Mortgage Banking, Credit, Refinance, Residential Mortgages, Commercial Lending, Underwriting, FHA, Credit Analysis, USDA, Small Business Lending, VA loans, VA Loans
Education
University of Kentucky 2001 — 2005
International Econimics & Foreign Language
Sarah Gusse's Wells Fargo Financial Experience November 2002 - September 2004
Job Analytics Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2009 - Present
Wells Fargo September 2004 - December 2008
Wells Fargo Financial November 2002 - September 2004
American Academy of Ophthalmology December 2001 - August 2002
PR Newswire October 2000 - September 2001
Skills
Strategic Communications, Corporate Communications, Data Integrity, Internal Communications, Process Improvement, Strategic Planning, Financial Services, Project Management, Financial Reporting, Analytical Reasoning
Education
University of Iowa 1995 — 1999
BA, Journalism and Communication Studies
Wells Fargo January 2009 - Present
Wells Fargo September 2004 - December 2008
Wells Fargo Financial November 2002 - September 2004
American Academy of Ophthalmology December 2001 - August 2002
PR Newswire October 2000 - September 2001
Skills
Strategic Communications, Corporate Communications, Data Integrity, Internal Communications, Process Improvement, Strategic Planning, Financial Services, Project Management, Financial Reporting, Analytical Reasoning
Education
University of Iowa 1995 — 1999
BA, Journalism and Communication Studies
Sarah Pongres's Wells Fargo Financial Experience January 2000 - November 2007
Job Enterprise Network Engineer II at Telligen
Industry Telecommunications
Experience
Telligen May 2012 - Present
CoreLogic July 2009 - May 2012
Hyde Telecom Partners, Inc April 2008 - January 2009
Wells Fargo Financial January 2000 - November 2007
Wells Fargo Financial August 1998 - January 2000
OSI (formerly ABC Collections) July 1996 - August 1998
Education
University of Iowa
Bachelor of Science, Political Science
Telligen May 2012 - Present
CoreLogic July 2009 - May 2012
Hyde Telecom Partners, Inc April 2008 - January 2009
Wells Fargo Financial January 2000 - November 2007
Wells Fargo Financial August 1998 - January 2000
OSI (formerly ABC Collections) July 1996 - August 1998
Education
University of Iowa
Bachelor of Science, Political Science
Jeff Apple's Wells Fargo Financial Experience September 2006 - December 2011
Job Owner at Blowing Vapors
Industry Retail
Experience
Blowing Vapors October 2014 - Present
Green's Toyota December 2011 - August 2014
Wells Fargo Financial September 2006 - December 2011
Skills
Financial Modeling, Financial Analysis, Cold Calling, Loans, Mortgage Lending, Credit, Customer Service, Credit Analysis, Loan Origination
Education
University of Kentucky 1998 — 2003
Bachelor of Arts (B.A.), Communication and Media Studies
Blowing Vapors October 2014 - Present
Green's Toyota December 2011 - August 2014
Wells Fargo Financial September 2006 - December 2011
Skills
Financial Modeling, Financial Analysis, Cold Calling, Loans, Mortgage Lending, Credit, Customer Service, Credit Analysis, Loan Origination
Education
University of Kentucky 1998 — 2003
Bachelor of Arts (B.A.), Communication and Media Studies
Darrin Allshouse's Wells Fargo Financial Experience July 2009 - July 2012
Job Territory Manager at Wells Fargo Equipment Finance
Industry Commercial Real Estate
Experience
Wells Fargo Equipment Finance July 2012 - Present
Wells Fargo Financial July 2009 - July 2012
Principal Global Investors May 1999 - May 2009
Skills
Finance, Credit, Investments, Mortgage Lending, Commercial Real Estate, Analysis, Real Estate Economics, Valuation, Asset Management, Underwriting, Portfolio Management, Loans, Financial Analysis, Due Diligence, Commercial Lending, Credit Analysis, Real Estate, Financial Modeling, Investment Properties, CMBS
Education
University of Iowa - Henry B. Tippie College of Business 2001 — 2003
MBA, Finance/Accounting
University of Iowa - Henry B. Tippie College of Business 1994 — 1998
BA, Finance
Wells Fargo Equipment Finance July 2012 - Present
Wells Fargo Financial July 2009 - July 2012
Principal Global Investors May 1999 - May 2009
Skills
Finance, Credit, Investments, Mortgage Lending, Commercial Real Estate, Analysis, Real Estate Economics, Valuation, Asset Management, Underwriting, Portfolio Management, Loans, Financial Analysis, Due Diligence, Commercial Lending, Credit Analysis, Real Estate, Financial Modeling, Investment Properties, CMBS
Education
University of Iowa - Henry B. Tippie College of Business 2001 — 2003
MBA, Finance/Accounting
University of Iowa - Henry B. Tippie College of Business 1994 — 1998
BA, Finance
Chauncy Eggland's Wells Fargo Financial Experience May 2007 - April 2009
Job ....
Industry Insurance
Experience
AW Welt Ambrisco Insurance Company September 2013 - Present
Farmers and Merchants Savings Bank April 2009 - Present
Wells Fargo Financial May 2007 - April 2009
Skills
Loans, Mortgage Lending, Commercial Banking, Consumer Lending, FHA, Credit, Underwriting, First Time Home Buyers, Commercial Lending, Mortgage Banking, Banking, Cross Selling, Retail Banking, Negotiation, Loan Origination, Commercial Mortgages, Small Business Lending, Sales, Lines Of Credit, VA loans, Construction Loans, FHA financing, Refinance, Finance, Credit Analysis
Education
University of Iowa 2002 — 2007
Bachelor of Arts (BA), Communication, General
AW Welt Ambrisco Insurance Company September 2013 - Present
Farmers and Merchants Savings Bank April 2009 - Present
Wells Fargo Financial May 2007 - April 2009
Skills
Loans, Mortgage Lending, Commercial Banking, Consumer Lending, FHA, Credit, Underwriting, First Time Home Buyers, Commercial Lending, Mortgage Banking, Banking, Cross Selling, Retail Banking, Negotiation, Loan Origination, Commercial Mortgages, Small Business Lending, Sales, Lines Of Credit, VA loans, Construction Loans, FHA financing, Refinance, Finance, Credit Analysis
Education
University of Iowa 2002 — 2007
Bachelor of Arts (BA), Communication, General
Beth West's Wells Fargo Financial Experience February 2006 - October 2006
Job National Account Sales Manager at Big Time Products
Industry Consumer Goods
Experience
Big Time Products July 2015 - Present
Liberty Hardware March 2013 - July 2015
Wells Lamont Retail November 2009 - March 2013
O2 COOL January 2007 - November 2009
Wells Fargo Financial February 2006 - October 2006
Pulte Homes 2005 - 2006
Skills
Customer Relations, Prospecting, Process Improvement, Account Management, Management, Sales, Project Management, Sales Management, Forecasting, New Business Development, Negotiation, Contract Negotiation, Strategic Planning, Selling, Financial Analysis, Budgets, Team Building, Microsoft Excel, Sales Operations, Team Leadership, Direct Sales, Inventory Management, Customer Satisfaction, Customer Service, Pricing, Key Account Management, Program Management, Marketing Strategy, Competitive Analysis, Product Marketing, Cross-functional Team..., Merchandising
Education
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelor of Science, Business Administration - Marketing
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
BS, Business Administration - Marketing
Big Time Products July 2015 - Present
Liberty Hardware March 2013 - July 2015
Wells Lamont Retail November 2009 - March 2013
O2 COOL January 2007 - November 2009
Wells Fargo Financial February 2006 - October 2006
Pulte Homes 2005 - 2006
Skills
Customer Relations, Prospecting, Process Improvement, Account Management, Management, Sales, Project Management, Sales Management, Forecasting, New Business Development, Negotiation, Contract Negotiation, Strategic Planning, Selling, Financial Analysis, Budgets, Team Building, Microsoft Excel, Sales Operations, Team Leadership, Direct Sales, Inventory Management, Customer Satisfaction, Customer Service, Pricing, Key Account Management, Program Management, Marketing Strategy, Competitive Analysis, Product Marketing, Cross-functional Team..., Merchandising
Education
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelor of Science, Business Administration - Marketing
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
BS, Business Administration - Marketing
Bruce Sevig's Wells Fargo Financial Experience 2001 - 2003
Job VP at GSTC, Inc.
Industry Transportation/Trucking/Railroad
Experience
GSTC, Inc. September 2003 - Present
Wells Fargo Financial 2001 - 2003
Education
University of Iowa - Henry B. Tippie College of Business 1991 — 1993
BBA, Finance
GSTC, Inc. September 2003 - Present
Wells Fargo Financial 2001 - 2003
Education
University of Iowa - Henry B. Tippie College of Business 1991 — 1993
BBA, Finance
Dani Steinberg's Wells Fargo Financial Experience December 2007 - April 2010
Job Learning and Development Manager at Kum & Go
Industry Financial Services
Experience
Kum & Go May 2013 - Present
Wells Fargo December 2011 - May 2013
Wells Fargo April 2010 - December 2011
Wells Fargo Financial December 2007 - April 2010
Non-prime Mortgage Underwriting March 2005 - December 2007
Wells Fargo Financial February 2005 - March 2005
PRINCIPAL RESIDENTIAL MORTGAGE February 2003 - December 2004
Skills
Lean Practioner, Process Improvement, Training, Mortgage Lending, Underwriting, Analysis, Leadership, Curriculum Development, Training Facilitation
Education
University of Iowa 1996 — 2000
BA, Sociology; Concentrated Math and Sciences
Kum & Go May 2013 - Present
Wells Fargo December 2011 - May 2013
Wells Fargo April 2010 - December 2011
Wells Fargo Financial December 2007 - April 2010
Non-prime Mortgage Underwriting March 2005 - December 2007
Wells Fargo Financial February 2005 - March 2005
PRINCIPAL RESIDENTIAL MORTGAGE February 2003 - December 2004
Skills
Lean Practioner, Process Improvement, Training, Mortgage Lending, Underwriting, Analysis, Leadership, Curriculum Development, Training Facilitation
Education
University of Iowa 1996 — 2000
BA, Sociology; Concentrated Math and Sciences
Benjamin Fields-Elizalde's Wells Fargo Financial Experience October 2004 - May 2006
Job Business Development Associate with Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance October 2014 - Present
Wells Fargo Capital Finance November 2012 - October 2014
Wells Fargo Capital Finance May 2006 - November 2012
Wells Fargo Financial October 2004 - May 2006
Front Range Economic Strategy Center May 2004 - September 2004
Limited Brands December 1997 - December 2002
Best Buy Co., Inc June 1995 - May 1997
Skills
Analysis, Compliance, Loans, Customer Relations, Research, Banking, PowerPoint, Due Diligence, Risk Management, Spanish, Data Analysis, Business Analysis, Documentation, Financial Analysis, Credit Analysis, Customer Service, Cash Flow, Management, Cash Management, Asset Based Lending, Portfolio Management, Software Documentation
Education
Regis University 2009 — 2011
Master of Business Administration, Specialization in International Business Administration
University of Colorado at Denver 2000 — 2003
Bachelor, Major in Economics & Minor in Business Administration
University of London 2000 — 2000
International Business Administration
Wells Fargo Capital Finance October 2014 - Present
Wells Fargo Capital Finance November 2012 - October 2014
Wells Fargo Capital Finance May 2006 - November 2012
Wells Fargo Financial October 2004 - May 2006
Front Range Economic Strategy Center May 2004 - September 2004
Limited Brands December 1997 - December 2002
Best Buy Co., Inc June 1995 - May 1997
Skills
Analysis, Compliance, Loans, Customer Relations, Research, Banking, PowerPoint, Due Diligence, Risk Management, Spanish, Data Analysis, Business Analysis, Documentation, Financial Analysis, Credit Analysis, Customer Service, Cash Flow, Management, Cash Management, Asset Based Lending, Portfolio Management, Software Documentation
Education
Regis University 2009 — 2011
Master of Business Administration, Specialization in International Business Administration
University of Colorado at Denver 2000 — 2003
Bachelor, Major in Economics & Minor in Business Administration
University of London 2000 — 2000
International Business Administration
Leticia Bush's Wells Fargo Financial Experience February 1998 - May 2002
Job Bushco, INC Family business bookkeeper
Industry Banking
Experience
Bushco Precision Machining, Inc August 2010 - Present
Farmers & Merchants Bancorp August 2008 - July 2010
Wilmington Finance- Member of AIG May 2002 - June 2008
Wells Fargo Financial February 1998 - May 2002
Skills
Credit, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Risk Management, Underwriting, Accounting, Sales, Banking, Customer Service
Education
University of Iowa - Henry B. Tippie College of Business 1994 — 1998
B.A., Finance
Lincoln High School
Bushco Precision Machining, Inc August 2010 - Present
Farmers & Merchants Bancorp August 2008 - July 2010
Wilmington Finance- Member of AIG May 2002 - June 2008
Wells Fargo Financial February 1998 - May 2002
Skills
Credit, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Risk Management, Underwriting, Accounting, Sales, Banking, Customer Service
Education
University of Iowa - Henry B. Tippie College of Business 1994 — 1998
B.A., Finance
Lincoln High School
Veronica Flores Machado's Wells Fargo Financial Experience December 2008 - Present
Job Director of Client Growth at Coopera Consulting
Industry Financial Services
Experience
Wells Fargo Financial December 2008 - Present
Microfinance International Corp. June 2004 - July 2006
Education
University of Houston-Clear Lake 2006 — 2008
MBA, Business and Finances
Wells Fargo Financial December 2008 - Present
Microfinance International Corp. June 2004 - July 2006
Education
University of Houston-Clear Lake 2006 — 2008
MBA, Business and Finances
Peter Guzmann's Wells Fargo Financial Experience 1999 - 2001
Job Credit Manager at Old Union Financial
Industry Financial Services
Experience
Old Union Financial December 2010 - Present
Cougar Investment Fund LLC August 2011 - September 2012
Kaplan February 2009 - February 2011
MARQUETTE CONSUMER FINANCE, LLC August 2003 - December 2008
Home One Credit Corp 2002 - 2003
Momentum Securities May 2001 - August 2002
Wells Fargo in August 1999 - May 2001
Wells Fargo Financial 1999 - 2001
Skills
Credit Analysis, Credit, Financial Analysis, Portfolio Management, Loans, Risk Management, Underwriting, Business Development, Financial Reporting, Credit Risk, Finance, Leadership, Equities, Consumer Lending, Trading, Management, Accounting, Investments, Forecasting, Financial Services, Banking, Financial Modeling, Coaching, Equity Research, Training, Mutual Funds, Loan Origination, Business Analysis, Process Improvement, Valuation, Treasury Management, Sales, Cash Management, Securities, Executive Management, Asset Management, CRM, Budgets, Commercial Lending, Mergers & Acquisitions, Analysis, Loan Servicing, Financial Risk, Wealth Management, Mortgage Lending, Accounts Receivable, Series 7, Relationship Management, Business Planning, Insurance
Education
University of Houston-Downtown 2014 — 2014
Commercial Credit Certification
University of Houston 2010 — 2012
Master of Business Administration (M.B.A.), Finance, 3.9
Texas State University-San Marcos 1995 — 1999
Bachelors, Finance
Texas State University
BA, Finance
High School
Old Union Financial December 2010 - Present
Cougar Investment Fund LLC August 2011 - September 2012
Kaplan February 2009 - February 2011
MARQUETTE CONSUMER FINANCE, LLC August 2003 - December 2008
Home One Credit Corp 2002 - 2003
Momentum Securities May 2001 - August 2002
Wells Fargo in August 1999 - May 2001
Wells Fargo Financial 1999 - 2001
Skills
Credit Analysis, Credit, Financial Analysis, Portfolio Management, Loans, Risk Management, Underwriting, Business Development, Financial Reporting, Credit Risk, Finance, Leadership, Equities, Consumer Lending, Trading, Management, Accounting, Investments, Forecasting, Financial Services, Banking, Financial Modeling, Coaching, Equity Research, Training, Mutual Funds, Loan Origination, Business Analysis, Process Improvement, Valuation, Treasury Management, Sales, Cash Management, Securities, Executive Management, Asset Management, CRM, Budgets, Commercial Lending, Mergers & Acquisitions, Analysis, Loan Servicing, Financial Risk, Wealth Management, Mortgage Lending, Accounts Receivable, Series 7, Relationship Management, Business Planning, Insurance
Education
University of Houston-Downtown 2014 — 2014
Commercial Credit Certification
University of Houston 2010 — 2012
Master of Business Administration (M.B.A.), Finance, 3.9
Texas State University-San Marcos 1995 — 1999
Bachelors, Finance
Texas State University
BA, Finance
High School
David McCauley's Wells Fargo Financial Experience 2003 - 2005
Job Associate Chief Counsel at John Deere Financial
Industry Law Practice
Experience
John Deere Financial July 2005 - Present
Wells Fargo Financial 2003 - 2005
GE Capital 1996 - 2003
Skills
Mergers, Due Diligence, Corporate Law, Joint Ventures, Corporate Finance, Credit, Asset Based Lending, Capital Markets, Structured Finance, Loans, Securitization, Contract Negotiation, Finance, FCPA, Commercial Finance, Financial Services, Litigation, Mergers & Acquisitions, Commercial Lending, Credit Risk, Litigation Management, Business Development
Education
University of Iowa College of Law 1990 — 1993
J.D. w/Distinction, Law
University of Iowa 1986 — 1990
Bachelor of Arts (B.A.)
John Deere Financial July 2005 - Present
Wells Fargo Financial 2003 - 2005
GE Capital 1996 - 2003
Skills
Mergers, Due Diligence, Corporate Law, Joint Ventures, Corporate Finance, Credit, Asset Based Lending, Capital Markets, Structured Finance, Loans, Securitization, Contract Negotiation, Finance, FCPA, Commercial Finance, Financial Services, Litigation, Mergers & Acquisitions, Commercial Lending, Credit Risk, Litigation Management, Business Development
Education
University of Iowa College of Law 1990 — 1993
J.D. w/Distinction, Law
University of Iowa 1986 — 1990
Bachelor of Arts (B.A.)
Erin Waller's Wells Fargo Financial Experience February 2009 - Present
Job Business Initiatives Manager Wells Fargo
Industry Banking
Experience
Wells Fargo Home Mortgage March 2014 - Present
Wells Fargo Financial February 2009 - Present
Citibank November 2007 - May 2008
Principal Financial Group October 2005 - November 2007
Skills
Banking, Credit, Financial Analysis, Credit Analysis, Loans, Mortgage Banking, Operations Management, Process Improvement, Risk Management, Underwriting
Education
University of Iowa 1993 — 1997
BBA, Finance
Wells Fargo Home Mortgage March 2014 - Present
Wells Fargo Financial February 2009 - Present
Citibank November 2007 - May 2008
Principal Financial Group October 2005 - November 2007
Skills
Banking, Credit, Financial Analysis, Credit Analysis, Loans, Mortgage Banking, Operations Management, Process Improvement, Risk Management, Underwriting
Education
University of Iowa 1993 — 1997
BBA, Finance
James Grosse's Wells Fargo Financial Experience August 2008 - March 2010
Job Implementation Consultant III at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage October 2013 - Present
Wells Fargo Home Mortgage October 2011 - October 2013
Wells Fargo Home Mortgage 2009 - October 2011
Wells Fargo Financial August 2008 - March 2010
FirstBank 2006 - 2008
Skills
Mortgage Lending, Mortgage Banking
Education
University of Iowa
Business/Communication
Wells Fargo Home Mortgage October 2013 - Present
Wells Fargo Home Mortgage October 2011 - October 2013
Wells Fargo Home Mortgage 2009 - October 2011
Wells Fargo Financial August 2008 - March 2010
FirstBank 2006 - 2008
Skills
Mortgage Lending, Mortgage Banking
Education
University of Iowa
Business/Communication
Bill Ross, PMP ®'s Wells Fargo Financial Experience October 2006 - November 2010
Job Business PM, eBusiness at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage April 2012 - Present
Wells Fargo November 2010 - April 2012
Wells Fargo Financial October 2006 - November 2010
Technisource August 2004 - October 2006
The Freedom Group 1999 - 2000
IBM Global Services November 1992 - December 1999
CINB 1980 - 1990
Kemper Finacial Service 1984 - 1987
Skills
Integration, FDR, SharePoint, Fidelity, Program Management, InfoPath, SharePoint Designer, PMO, Process Development, WSS 3.0, .NET, SDLC, Project Portfolio..., Visio, PMP, MS Project, Silverlight, IIS, Web Parts, Analysis, Business Intelligence, Data Warehousing, Management, Project Management, SOA, Business Analysis, Vendor Management, Process Improvement, Leadership, Enterprise Software, Consulting, Requirements Analysis
Education
University of Iowa 1976 — 1980
Bachelor of Business Administration (BBA), Management Systems
University of Iowa - Henry B. Tippie College of Business 1976 — 1980
B.B.A, Management Systems
Wells Fargo Home Mortgage April 2012 - Present
Wells Fargo November 2010 - April 2012
Wells Fargo Financial October 2006 - November 2010
Technisource August 2004 - October 2006
The Freedom Group 1999 - 2000
IBM Global Services November 1992 - December 1999
CINB 1980 - 1990
Kemper Finacial Service 1984 - 1987
Skills
Integration, FDR, SharePoint, Fidelity, Program Management, InfoPath, SharePoint Designer, PMO, Process Development, WSS 3.0, .NET, SDLC, Project Portfolio..., Visio, PMP, MS Project, Silverlight, IIS, Web Parts, Analysis, Business Intelligence, Data Warehousing, Management, Project Management, SOA, Business Analysis, Vendor Management, Process Improvement, Leadership, Enterprise Software, Consulting, Requirements Analysis
Education
University of Iowa 1976 — 1980
Bachelor of Business Administration (BBA), Management Systems
University of Iowa - Henry B. Tippie College of Business 1976 — 1980
B.B.A, Management Systems
Pallavi Punugoti's Wells Fargo Financial Experience March 2006 - December 2006
Job
Industry Information Technology and Services
Experience
Freddie Mac July 2012 - August 2013
Wells Fargo Advisors August 2011 - June 2012
NRT Web Services November 2010 - July 2011
Wells Fargo Insurance, Inc. February 2009 - November 2010
Macy's Systems and Technology September 2007 - November 2008
CIGNA Behavioral Health January 2007 - August 2007
Wells Fargo Financial March 2006 - December 2006
CIGNA Behavioral Health July 2005 - February 2006
Wolters Kluwer Financial Services October 2004 - June 2005
Skills
SharePoint, Talent Acquisition, SDLC, Quality Center, User Acceptance Testing, Human Resources, Software Quality..., SOA, Test Planning, Testing, Quality Assurance
Education
University of Houston-Clear Lake
Bachelor Of Science In Business and Public Administration
Freddie Mac July 2012 - August 2013
Wells Fargo Advisors August 2011 - June 2012
NRT Web Services November 2010 - July 2011
Wells Fargo Insurance, Inc. February 2009 - November 2010
Macy's Systems and Technology September 2007 - November 2008
CIGNA Behavioral Health January 2007 - August 2007
Wells Fargo Financial March 2006 - December 2006
CIGNA Behavioral Health July 2005 - February 2006
Wolters Kluwer Financial Services October 2004 - June 2005
Skills
SharePoint, Talent Acquisition, SDLC, Quality Center, User Acceptance Testing, Human Resources, Software Quality..., SOA, Test Planning, Testing, Quality Assurance
Education
University of Houston-Clear Lake
Bachelor Of Science In Business and Public Administration
Jeff Gioimo's Wells Fargo Financial Experience October 2011 - February 2013
Job Loan Doc Specialist 4, Purchase Clearing, Wells Fargo
Industry Real Estate
Experience
Wells Fargo Home Mortgage May 2015 - Present
Cardinal Financial, LP May 2013 - May 2015
Cardinal Financial Company, Mortgage Bankers March 2013 - May 2013
Wells Fargo Financial October 2011 - February 2013
TM Logistics May 2011 - October 2011
Prudential Retirement October 2010 - May 2011
Cambus April 2007 - July 2010
Cambus, The University of Iowa April 2007 - July 2010
Cambus April 2007 - June 2010
Cambus August 2008 - May 2009
Skills
Management, RESPA, Training, Analysis, Time Management, Team Leadership, Logistics, Customer Service, Marketing, Mortgage Lending, Negotiation, Finance, Real Estate, Loans, Banking, Mortgage Banking, Refinance, Leadership, FHA, Residential Mortgages, Public Speaking
Education
Henry Tippie College of BusinessMay 2010 2006 — 2010
Bachelors, BBA Marketing and Finance
The University of Iowa Henry Tippie College of BusinessIowa 2005 — 2010
BBA, Marketing and Finance
University of Iowa - Henry B. Tippie College of Business 2005 — 2010
Bachelor of Arts (B.A.), Marketing and finance
Wells Fargo Home Mortgage May 2015 - Present
Cardinal Financial, LP May 2013 - May 2015
Cardinal Financial Company, Mortgage Bankers March 2013 - May 2013
Wells Fargo Financial October 2011 - February 2013
TM Logistics May 2011 - October 2011
Prudential Retirement October 2010 - May 2011
Cambus April 2007 - July 2010
Cambus, The University of Iowa April 2007 - July 2010
Cambus April 2007 - June 2010
Cambus August 2008 - May 2009
Skills
Management, RESPA, Training, Analysis, Time Management, Team Leadership, Logistics, Customer Service, Marketing, Mortgage Lending, Negotiation, Finance, Real Estate, Loans, Banking, Mortgage Banking, Refinance, Leadership, FHA, Residential Mortgages, Public Speaking
Education
Henry Tippie College of BusinessMay 2010 2006 — 2010
Bachelors, BBA Marketing and Finance
The University of Iowa Henry Tippie College of BusinessIowa 2005 — 2010
BBA, Marketing and Finance
University of Iowa - Henry B. Tippie College of Business 2005 — 2010
Bachelor of Arts (B.A.), Marketing and finance
Cindy Pearce-Karrick's Wells Fargo Financial Experience March 2001 - January 2011
Job Strategic Marketing Executive
Industry Financial Services
Experience
PearceKarrick Consulting September 2012 - Present
Wells Fargo Insurance Services February 2011 - June 2012
Wells Fargo Financial March 2001 - January 2011
ING 1998 - 2001
AmerUs Group 1993 - 1997
Skills
Financial Services, Strategic Planning, Cross Selling, Credit Cards, Consumer Lending, Sales Management, Direct Marketing, Loans, Insurance, New Business Development, Marketing Strategy, Marketing, Marketing Communications, Marketing Management, Integrated Marketing, Business Relationship..., Cross-functional Team..., Loyalty Marketing, Mortgage Lending, Strategy, Management, Customer Experience, Leadership, Executive Management, Banking, Brand Management, Strategic Communications, Credit, Customer Insight
Education
Western Illinois University 1991 — 1992
MBA, Marketing & Management
University of Iowa 1982 — 1986
BBA, Marketing & Spanish
PearceKarrick Consulting September 2012 - Present
Wells Fargo Insurance Services February 2011 - June 2012
Wells Fargo Financial March 2001 - January 2011
ING 1998 - 2001
AmerUs Group 1993 - 1997
Skills
Financial Services, Strategic Planning, Cross Selling, Credit Cards, Consumer Lending, Sales Management, Direct Marketing, Loans, Insurance, New Business Development, Marketing Strategy, Marketing, Marketing Communications, Marketing Management, Integrated Marketing, Business Relationship..., Cross-functional Team..., Loyalty Marketing, Mortgage Lending, Strategy, Management, Customer Experience, Leadership, Executive Management, Banking, Brand Management, Strategic Communications, Credit, Customer Insight
Education
Western Illinois University 1991 — 1992
MBA, Marketing & Management
University of Iowa 1982 — 1986
BBA, Marketing & Spanish
Eric Rumble's Wells Fargo Financial Experience June 2006 - March 2007
Job Supply Chain Analyst at Sonoco Protective Solutions
Industry Packaging and Containers
Experience
Sonoco March 2012 - Present
American Hotel Register Co March 2007 - June 2012
Wells Fargo Financial June 2006 - March 2007
Octavia Tea August 2004 - May 2006
Skills
Forecasting, Management, Project Management, Business Analysis, Competitive Analysis, Root Cause Analysis, Supply Chain, Contract Negotiation, Cross-functional Team..., Inventory Management, Manufacturing, Purchasing, Pricing
Education
University of Illinois at Chicago, Liautaud Graduate School of Business 2004 — 2006
MBA, Finance
University of Illinois at Chicago 1998 — 2002
BS, Management
Sonoco March 2012 - Present
American Hotel Register Co March 2007 - June 2012
Wells Fargo Financial June 2006 - March 2007
Octavia Tea August 2004 - May 2006
Skills
Forecasting, Management, Project Management, Business Analysis, Competitive Analysis, Root Cause Analysis, Supply Chain, Contract Negotiation, Cross-functional Team..., Inventory Management, Manufacturing, Purchasing, Pricing
Education
University of Illinois at Chicago, Liautaud Graduate School of Business 2004 — 2006
MBA, Finance
University of Illinois at Chicago 1998 — 2002
BS, Management
Aaron Ohlert's Wells Fargo Financial Experience October 2011 - October 2014
Job Research and Remediation Analyst at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage October 2014 - Present
Wells Fargo Financial October 2011 - October 2014
Grand View College December 2009 - October 2011
Marriott International 2006 - 2009
Skills
Customer Service, Microsoft Office, Sales, Event Management, Public Speaking, Sales Management, Internal Communications, Creative Writing, Team Building, Leadership, Time Management, Coaching, Team Leadership, Mortgage Banking, Microsoft Word, Training
Education
University of Iowa 2003 — 2005
Journalism and Communications
Northeast Iowa Community College-Calmar 2000 — 2002
Arborculture
Decorah High School 1997 — 2000
Wells Fargo Home Mortgage October 2014 - Present
Wells Fargo Financial October 2011 - October 2014
Grand View College December 2009 - October 2011
Marriott International 2006 - 2009
Skills
Customer Service, Microsoft Office, Sales, Event Management, Public Speaking, Sales Management, Internal Communications, Creative Writing, Team Building, Leadership, Time Management, Coaching, Team Leadership, Mortgage Banking, Microsoft Word, Training
Education
University of Iowa 2003 — 2005
Journalism and Communications
Northeast Iowa Community College-Calmar 2000 — 2002
Arborculture
Decorah High School 1997 — 2000
Patricia Damon's Wells Fargo Financial Experience September 2007 - Present
Job Human Resources Consultant at Wells Fargo Bank
Industry Human Resources
Experience
Wells Fargo Financial September 2007 - Present
Wells Fargo Home and Consumer Finance January 2006 - September 2007
Wells Fargo Home Mortgage January 2003 - January 2006
Wells Fargo Home Mortgage May 1999 - January 2003
Bank of America October 1995 - September 1998
NORWEST MORTGAGE INC February 1992 - October 1995
Skills
Project Management, Performance Management, HR Consulting
Education
University of Iowa
B.A, Liberal Arts; Economics
University of Iowa
M.A, Business Administration; Industrial Relations and Human Resources
Wells Fargo Financial September 2007 - Present
Wells Fargo Home and Consumer Finance January 2006 - September 2007
Wells Fargo Home Mortgage January 2003 - January 2006
Wells Fargo Home Mortgage May 1999 - January 2003
Bank of America October 1995 - September 1998
NORWEST MORTGAGE INC February 1992 - October 1995
Skills
Project Management, Performance Management, HR Consulting
Education
University of Iowa
B.A, Liberal Arts; Economics
University of Iowa
M.A, Business Administration; Industrial Relations and Human Resources
Rachel Ann Helms's Wells Fargo Financial Experience May 2003 - August 2004
Job Senior Consumer Credit Analyst at Nissan North America
Industry Financial Services
Experience
Nissan North America Inc February 2014 - Present
Ocwen Financial Corporation August 2011 - February 2014
CoreLogic May 2010 - August 2011
Bank of America March 2009 - February 2011
Wells Fargo Auto Finance September 2004 - November 2008
Wells Fargo Financial May 2003 - August 2004
Jackson Hewitt Tax Service 2002 - 2003
Wells Fargo Financial September 1998 - January 2002
Skills
Planning, Credit, Loans, Underwriting, Customer Satisfaction, Organized, Bilingual-Spanish, Goal Oriented, Problem Solving, Banking, Selling, Team Building, Customer Service, Call Center, Financial Analysis, Sales, Mortgage Lending, Finance, Leadership, Forecasting, Negotiation, Process Improvement, Account Management, Loss Mitigation, Credit Risk, Management, Loan Origination, Financial Services, Consumer Lending, Team Leadership, Refinance, Risk Management, Financial Risk, Foreclosures
Education
University of Houston 1992 — 1998
B.S., Economics
Nissan North America Inc February 2014 - Present
Ocwen Financial Corporation August 2011 - February 2014
CoreLogic May 2010 - August 2011
Bank of America March 2009 - February 2011
Wells Fargo Auto Finance September 2004 - November 2008
Wells Fargo Financial May 2003 - August 2004
Jackson Hewitt Tax Service 2002 - 2003
Wells Fargo Financial September 1998 - January 2002
Skills
Planning, Credit, Loans, Underwriting, Customer Satisfaction, Organized, Bilingual-Spanish, Goal Oriented, Problem Solving, Banking, Selling, Team Building, Customer Service, Call Center, Financial Analysis, Sales, Mortgage Lending, Finance, Leadership, Forecasting, Negotiation, Process Improvement, Account Management, Loss Mitigation, Credit Risk, Management, Loan Origination, Financial Services, Consumer Lending, Team Leadership, Refinance, Risk Management, Financial Risk, Foreclosures
Education
University of Houston 1992 — 1998
B.S., Economics
Lisa Hermann's Wells Fargo Financial Experience April 2006 - October 2011
Job Business Process Consultant at Kum & Go
Industry Financial Services
Experience
Kum & Go August 2012 - Present
Wells Fargo October 2011 - August 2012
Wells Fargo Financial April 2006 - October 2011
Wellmark Blue Cross Blue Shield September 2005 - April 2006
Wellmark June 2002 - September 2005
CIGNA Healthcare August 2000 - June 2002
CIGNA Healthcare May 1999 - August 2000
Skills
Underwriting, Six Sigma, Process Improvement, Management, Business Process..., Business Process, Mortgage Lending, Training, Business Analysis, Call Centers, Strategy, Analysis, Strategic Planning, Portfolio Management, Leadership, Finance, Team Building, Vendor Management, Banking, Cross-functional Team..., Insurance, Risk Management, Credit, Visio, Change Management, SDLC, Financial Analysis, Employee Benefits, Analytics, Financial Services, Business Requirements, Relationship Management, Requirements Gathering, Executive Management
Education
University of Iowa 1989 — 1993
Bachelor of Arts, Psychology
Kum & Go August 2012 - Present
Wells Fargo October 2011 - August 2012
Wells Fargo Financial April 2006 - October 2011
Wellmark Blue Cross Blue Shield September 2005 - April 2006
Wellmark June 2002 - September 2005
CIGNA Healthcare August 2000 - June 2002
CIGNA Healthcare May 1999 - August 2000
Skills
Underwriting, Six Sigma, Process Improvement, Management, Business Process..., Business Process, Mortgage Lending, Training, Business Analysis, Call Centers, Strategy, Analysis, Strategic Planning, Portfolio Management, Leadership, Finance, Team Building, Vendor Management, Banking, Cross-functional Team..., Insurance, Risk Management, Credit, Visio, Change Management, SDLC, Financial Analysis, Employee Benefits, Analytics, Financial Services, Business Requirements, Relationship Management, Requirements Gathering, Executive Management
Education
University of Iowa 1989 — 1993
Bachelor of Arts, Psychology
Margaret Paschal's Wells Fargo Financial Experience December 2003 - April 2007
Job Account Executive Franchise & Major Dealers, Next Gear Capital
Industry Automotive
Experience
Next Gear Capital July 2015 - Present
Wells Fargo October 2014 - July 2015
Flagship Credit Acceptance March 2014 - October 2014
Global Lending Services November 2013 - March 2014
Financial Statements Services Incorporated April 2010 - November 2013
TradeMotion - Intelligentz Automotive Corporation April 2009 - May 2010
Wells Fargo Auto Finance December 2003 - February 2009
Wells Fargo Financial December 2003 - April 2007
WFS Financial March 1999 - December 2003
Onyx Acceptance Corporation March 1997 - February 1999
Skills
Leadership, Sales, Sales Operations, Sales Management, Recruiting, Strategy, Management, Coaching, Strategic Planning, Team Building, Customer Service, Finance, Business Development, Marketing, Analysis, Negotiation, Training, Account Management, Sales Process, Product Development, Customer Retention, Selling, B2B, Salesforce.com, Cold Calling, Direct Sales, Executive Management, CRM, Customer Satisfaction, Forecasting
Education
University of La Verne 1992 — 1996
BS, Health Education
Next Gear Capital July 2015 - Present
Wells Fargo October 2014 - July 2015
Flagship Credit Acceptance March 2014 - October 2014
Global Lending Services November 2013 - March 2014
Financial Statements Services Incorporated April 2010 - November 2013
TradeMotion - Intelligentz Automotive Corporation April 2009 - May 2010
Wells Fargo Auto Finance December 2003 - February 2009
Wells Fargo Financial December 2003 - April 2007
WFS Financial March 1999 - December 2003
Onyx Acceptance Corporation March 1997 - February 1999
Skills
Leadership, Sales, Sales Operations, Sales Management, Recruiting, Strategy, Management, Coaching, Strategic Planning, Team Building, Customer Service, Finance, Business Development, Marketing, Analysis, Negotiation, Training, Account Management, Sales Process, Product Development, Customer Retention, Selling, B2B, Salesforce.com, Cold Calling, Direct Sales, Executive Management, CRM, Customer Satisfaction, Forecasting
Education
University of La Verne 1992 — 1996
BS, Health Education
Pam Savich's Wells Fargo Financial Experience 2004 - 2007
Job Insurance Sales Agent at Liberty Mutual Insurance
Industry Insurance
Experience
Team Savich (Project Twin Boys) November 2009 - Present
Liberty Mutual January 2008 - October 2009
Wells Fargo Financial 2004 - 2007
Marriott Vacation Club International September 2003 - September 2004
St. Louis Rams May 2003 - August 2003
Skills
Customer Service, Process Improvement
Education
University of Illinois at Urbana-Champaign 1999 — 2003
BS, Advertising, Communication
Team Savich (Project Twin Boys) November 2009 - Present
Liberty Mutual January 2008 - October 2009
Wells Fargo Financial 2004 - 2007
Marriott Vacation Club International September 2003 - September 2004
St. Louis Rams May 2003 - August 2003
Skills
Customer Service, Process Improvement
Education
University of Illinois at Urbana-Champaign 1999 — 2003
BS, Advertising, Communication
Lauren Langley, MBA, AMR, ASM's Wells Fargo Financial Experience January 2003 - August 2004
Job Professional Healthcare Representative at Pfizer Pharmaceuticals
Industry Pharmaceuticals
Experience
Pfizer Pharmaceuticals January 2005 - Present
Republic Bank & Trust August 2004 - December 2004
Wells Fargo Financial January 2003 - August 2004
Skills
Account Management, Sales, Strategic Planning, Sales Operations, Cold Calling, Sales Management, Customer Service, Pharmaceutical Industry, Pharmaceutical Sales, Product Launch, Sales Effectiveness, Selling, Strategy
Education
Indiana Wesleyan University 2008 — 2010
MBA, Business Management, 3.929
University of Kentucky 1999 — 2002
Bachelor of Business Administration, Marketing, Finance
Pfizer Pharmaceuticals January 2005 - Present
Republic Bank & Trust August 2004 - December 2004
Wells Fargo Financial January 2003 - August 2004
Skills
Account Management, Sales, Strategic Planning, Sales Operations, Cold Calling, Sales Management, Customer Service, Pharmaceutical Industry, Pharmaceutical Sales, Product Launch, Sales Effectiveness, Selling, Strategy
Education
Indiana Wesleyan University 2008 — 2010
MBA, Business Management, 3.929
University of Kentucky 1999 — 2002
Bachelor of Business Administration, Marketing, Finance
Deanna Van Bruggen's Wells Fargo Financial Experience May 2000 - August 2008
Job PIO at Central Valley Health District
Industry Hospital & Health Care
Experience
Central Valley Health District September 2006 - Present
Wells Fargo Financial May 2000 - August 2008
Education
University of Jamestown 1998 — 2001
BA, Human Resource Development, Communications
Litchville Marion HS 1985 — 1997
Central Valley Health District September 2006 - Present
Wells Fargo Financial May 2000 - August 2008
Education
University of Jamestown 1998 — 2001
BA, Human Resource Development, Communications
Litchville Marion HS 1985 — 1997
Zach Hancock's Wells Fargo Financial Experience 2006 - Present
Job Business Systems Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2006 - Present
Wells Fargo Financial 2006 - Present
Skills
Business Analysis, Analysis, Excel, Business Requirements, Microsoft Office, Financial Modeling, Valuation, Financial Analysis, Visio, Corporate Finance, Requirements Analysis, MS Project, Documentation, Banking, Process Improvement, Risk Management, Data Analysis, Access
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2012
MBA
Upper Iowa University 2001 — 2005
Bachelors, Finance
Wells Fargo October 2006 - Present
Wells Fargo Financial 2006 - Present
Skills
Business Analysis, Analysis, Excel, Business Requirements, Microsoft Office, Financial Modeling, Valuation, Financial Analysis, Visio, Corporate Finance, Requirements Analysis, MS Project, Documentation, Banking, Process Improvement, Risk Management, Data Analysis, Access
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2012
MBA
Upper Iowa University 2001 — 2005
Bachelors, Finance
Shanna Duffy's Wells Fargo Financial Experience February 2008 - August 2009
Job Customer Service Specialist
Industry Telecommunications
Experience
Carrier Access Inc January 2011 - July 2011
Carrier Access Inc January 2011 - July 2011
Citi April 2010 - January 2011
Citigroup April 2010 - January 2011
Wells Fargo Home Mortgage August 2009 - January 2010
Wells Fargo Home Mortgage August 2009 - January 2010
Wells Fargo Financial February 2008 - August 2009
Wells Fargo Financial February 2008 - August 2009
Wells Fargo April 2009 - June 2009
Wells Fargo Financial April 2009 - June 2009
Education
University of Iowa
B.A, Sociology
Carrier Access Inc January 2011 - July 2011
Carrier Access Inc January 2011 - July 2011
Citi April 2010 - January 2011
Citigroup April 2010 - January 2011
Wells Fargo Home Mortgage August 2009 - January 2010
Wells Fargo Home Mortgage August 2009 - January 2010
Wells Fargo Financial February 2008 - August 2009
Wells Fargo Financial February 2008 - August 2009
Wells Fargo April 2009 - June 2009
Wells Fargo Financial April 2009 - June 2009
Education
University of Iowa
B.A, Sociology
Joe (Ye) Sun's Wells Fargo Financial Experience June 2009 - September 2010
Job Portfolio Risk Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities February 2015 - Present
Wells Fargo Home Equity April 2012 - February 2015
Wells Fargo Home Mortgage September 2010 - April 2012
Wells Fargo Financial June 2009 - September 2010
Skills
Credit, Banking, Loans, Underwriting, Mortgage Lending, Financial Analysis, Analysis, Credit Analysis, FHA, Customer Service, Microsoft Excel, Training, Risk Management, Excel, Mortgage, Mortgage Underwriting, Microsoft Office, PowerPoint, Credit Risk, Process Improvement, Microsoft Word, Retail Banking, Loan Origination, Mortgage Banking, Compliance, Word, Real Estate, Insurance, Problem Solving, Home Equity Loans, SAS Programming, SQL, Audit Command Language, VBA
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
BBA, Finance
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
Risk Managment and Insurance Certificate, RMI
University of Wisconsin-Madison 2005 — 2006
Finance, Real Estate and Urban Development
Valley High School
Wells Fargo Securities February 2015 - Present
Wells Fargo Home Equity April 2012 - February 2015
Wells Fargo Home Mortgage September 2010 - April 2012
Wells Fargo Financial June 2009 - September 2010
Skills
Credit, Banking, Loans, Underwriting, Mortgage Lending, Financial Analysis, Analysis, Credit Analysis, FHA, Customer Service, Microsoft Excel, Training, Risk Management, Excel, Mortgage, Mortgage Underwriting, Microsoft Office, PowerPoint, Credit Risk, Process Improvement, Microsoft Word, Retail Banking, Loan Origination, Mortgage Banking, Compliance, Word, Real Estate, Insurance, Problem Solving, Home Equity Loans, SAS Programming, SQL, Audit Command Language, VBA
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
BBA, Finance
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
Risk Managment and Insurance Certificate, RMI
University of Wisconsin-Madison 2005 — 2006
Finance, Real Estate and Urban Development
Valley High School
Hillary Garcia's Wells Fargo Financial Experience February 2007 - May 2008
Job Assistant Vice President – Recruiting Manager at Robert Half International
Industry Staffing and Recruiting
Experience
Robert Half September 2014 - Present
On Sabbatical in Latin America June 2014 - August 2014
Robert Half International June 2010 - May 2014
Robert Half International June 2008 - June 2010
Wells Fargo Financial February 2007 - May 2008
Skills
Recruiting, Talent Acquisition, Sourcing, Accounts Receivable, Accounting, Talent Management, Temporary Placement, Leadership, Sales, Applicant Tracking..., Safe, ADP Payroll, Internet Recruiting, Staffing Services, Temporary Staffing, Finance, Payroll, Permanent Placement, Contract Recruitment, Technical Recruiting
Education
University of Idaho 2004 — 2006
B.S., Finance, Spanish
Robert Half September 2014 - Present
On Sabbatical in Latin America June 2014 - August 2014
Robert Half International June 2010 - May 2014
Robert Half International June 2008 - June 2010
Wells Fargo Financial February 2007 - May 2008
Skills
Recruiting, Talent Acquisition, Sourcing, Accounts Receivable, Accounting, Talent Management, Temporary Placement, Leadership, Sales, Applicant Tracking..., Safe, ADP Payroll, Internet Recruiting, Staffing Services, Temporary Staffing, Finance, Payroll, Permanent Placement, Contract Recruitment, Technical Recruiting
Education
University of Idaho 2004 — 2006
B.S., Finance, Spanish
Kris McNutt's Wells Fargo Financial Experience May 2005 - June 2009
Job Business Systems Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2009 - Present
Wells Fargo Financial May 2005 - June 2009
McLeod USA September 2000 - May 2005
Skills
Testing, Visio, Requirements Gathering, IVR, Analysis, Project Management, Project Planning, Business Requirements, Requirements Analysis
Education
University of Iowa 1993 — 1995
BA, Political Science & Socialogy
Wells Fargo June 2009 - Present
Wells Fargo Financial May 2005 - June 2009
McLeod USA September 2000 - May 2005
Skills
Testing, Visio, Requirements Gathering, IVR, Analysis, Project Management, Project Planning, Business Requirements, Requirements Analysis
Education
University of Iowa 1993 — 1995
BA, Political Science & Socialogy
Derrick Clark's Wells Fargo Financial Experience May 2005 - June 2006
Job Credit Manager at Archer Daniels Midland Company
Industry Food & Beverages
Experience
Archer Daniels Midland Company November 2014 - Present
Regions Bank December 2009 - October 2014
Regions Bank May 2007 - December 2009
National City June 2006 - May 2007
Wells Fargo Financial May 2005 - June 2006
Skills
Credit Analysis, Commercial Lending, Treasury Management, Relationship Management, Business Networking, Business Development, Healthcare Industry, Agribusiness, SBA, Strategic Planning, Sales Practices, Coaching, Banking, Hiring Practices, New Client Acquisitions, Lines Of Credit, Underwriting, Investments
Education
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelor of Science with honors, Finance
Archer Daniels Midland Company November 2014 - Present
Regions Bank December 2009 - October 2014
Regions Bank May 2007 - December 2009
National City June 2006 - May 2007
Wells Fargo Financial May 2005 - June 2006
Skills
Credit Analysis, Commercial Lending, Treasury Management, Relationship Management, Business Networking, Business Development, Healthcare Industry, Agribusiness, SBA, Strategic Planning, Sales Practices, Coaching, Banking, Hiring Practices, New Client Acquisitions, Lines Of Credit, Underwriting, Investments
Education
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelor of Science with honors, Finance
Albert Garcia, C.P.M.'s Wells Fargo Financial Experience 1996 - 2000
Job Manager of Global Category Management OCTG, Wellheads and Materials at BHP Billiton
Industry Oil & Energy
Experience
BHP Billiton 2012 - Present
Wilson Supply Company 2011 - 2012
Weatherford International 2009 - 2011
National Oilwell Varco 2004 - 2009
Williams 2000 - 2004
Wells Fargo Financial 1996 - 2000
Skills
P&L Management &..., Strategic Budgeting,..., Team Building,..., Risk Management & Cost..., Supplier Performance..., Self-Motivated and..., Bi-lingual Spanish &..., Global Supply Chain..., Supplier Relationship..., Project & Contract..., Global Strategic...
Education
University of Houston
M.B.A., Management
University of Houston
2-Bachelor of Business Administration, Management and Purchasing & Supply Chain Management
BHP Billiton 2012 - Present
Wilson Supply Company 2011 - 2012
Weatherford International 2009 - 2011
National Oilwell Varco 2004 - 2009
Williams 2000 - 2004
Wells Fargo Financial 1996 - 2000
Skills
P&L Management &..., Strategic Budgeting,..., Team Building,..., Risk Management & Cost..., Supplier Performance..., Self-Motivated and..., Bi-lingual Spanish &..., Global Supply Chain..., Supplier Relationship..., Project & Contract..., Global Strategic...
Education
University of Houston
M.B.A., Management
University of Houston
2-Bachelor of Business Administration, Management and Purchasing & Supply Chain Management
Jeff Hoza's Wells Fargo Financial Experience September 2007 - April 2008
Job Energetitec and Determined, Looking for an Entry Level Position
Industry Marketing and Advertising
Experience
Sullivan University September 2009 - Present
John Tonini Construction July 2008 - July 2009
Wells Fargo Financial September 2007 - April 2008
Horizon Research International May 2007 - September 2007
Education
University of Kentucky 2003 — 2007
BS Communications
Sullivan University September 2009 - Present
John Tonini Construction July 2008 - July 2009
Wells Fargo Financial September 2007 - April 2008
Horizon Research International May 2007 - September 2007
Education
University of Kentucky 2003 — 2007
BS Communications
Gail Dietrich's Wells Fargo Financial Experience March 2005 - August 2010
Job VP, Implementation Manager at Wells Fargo Home Mortgage
Industry
Experience
Wells Fargo Home Mortgage August 2010 - Present
Wells Fargo Financial March 2005 - August 2010
Wells Fargo Financial Information Services Group May 2001 - March 2005
Wells Fargo Financial April 1995 - May 2001
Wells Financial Financial Leasing July 1989 - March 1995
Skills
Business Requirements, Process Improvement, Disaster Recovery, Requirements Gathering, Quality Assurance, Management, Vendor Management, SDLC, Visio, Risk Management, Business Process..., Mortgage Lending
Education
University of Iowa
Wells Fargo Home Mortgage August 2010 - Present
Wells Fargo Financial March 2005 - August 2010
Wells Fargo Financial Information Services Group May 2001 - March 2005
Wells Fargo Financial April 1995 - May 2001
Wells Financial Financial Leasing July 1989 - March 1995
Skills
Business Requirements, Process Improvement, Disaster Recovery, Requirements Gathering, Quality Assurance, Management, Vendor Management, SDLC, Visio, Risk Management, Business Process..., Mortgage Lending
Education
University of Iowa
Meg Maslowski's Wells Fargo Financial Experience June 2010 - August 2010
Job Student at University of Iowa
Industry Public Relations and Communications
Experience
Wells Fargo Financial June 2010 - August 2010
Walt Disney World January 2010 - May 2010
Delta Delta Delta Sorority August 2007 - May 2010
Mercy Hospital August 2009 - January 2010
Shirt & Simple, Inc. January 2009 - May 2009
Best Buy September 2005 - December 2008
Education
University of Iowa
Mass Communications/PR
Wells Fargo Financial June 2010 - August 2010
Walt Disney World January 2010 - May 2010
Delta Delta Delta Sorority August 2007 - May 2010
Mercy Hospital August 2009 - January 2010
Shirt & Simple, Inc. January 2009 - May 2009
Best Buy September 2005 - December 2008
Education
University of Iowa
Mass Communications/PR
Christopher DesPlanques's Wells Fargo Financial Experience April 2007 - May 2011
Job at City of Indianola
Industry Financial Services
Experience
City of Indianola August 2013 - Present
EMC National Life Company May 2011 - August 2013
Wells Fargo Financial April 2007 - May 2011
Grinnell Mutual Reinsurance May 2004 - April 2007
Skills
Insurance, Financial Analysis, Strategic Financial..., Financial Reporting, Microsoft Excel, Accounting, Process Improvement, Property, PowerPoint, Microsoft Word, Commercial Insurance, Leadership, Microsoft Office, Risk Management, Finance, Strategic Planning, Internal Audit
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2010
MBA
William Penn University 1999 — 2002
BA, Acountantcy
William Penn University 1999 — 2002
BA, Business Managment
City of Indianola August 2013 - Present
EMC National Life Company May 2011 - August 2013
Wells Fargo Financial April 2007 - May 2011
Grinnell Mutual Reinsurance May 2004 - April 2007
Skills
Insurance, Financial Analysis, Strategic Financial..., Financial Reporting, Microsoft Excel, Accounting, Process Improvement, Property, PowerPoint, Microsoft Word, Commercial Insurance, Leadership, Microsoft Office, Risk Management, Finance, Strategic Planning, Internal Audit
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2010
MBA
William Penn University 1999 — 2002
BA, Acountantcy
William Penn University 1999 — 2002
BA, Business Managment
Chad Cissell's Wells Fargo Financial Experience September 2001 - May 2010
Job Chase Private Client Branch Manager at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase 2010 - Present
Wells Fargo Financial September 2001 - May 2010
Skills
Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Cross Selling, Financial Analysis, Financial Services, Leadership, Loans, Mortgage Banking, Loan Origination, Mortgage Lending, Portfolio Management, Retail Banking, Relationship Management, Sales, Risk Management, Sales Management, Small Business Lending, Underwriting
Education
University of Kentucky 1997 — 2001
Bachelors, Finance, Management
JPMorgan Chase 2010 - Present
Wells Fargo Financial September 2001 - May 2010
Skills
Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Cross Selling, Financial Analysis, Financial Services, Leadership, Loans, Mortgage Banking, Loan Origination, Mortgage Lending, Portfolio Management, Retail Banking, Relationship Management, Sales, Risk Management, Sales Management, Small Business Lending, Underwriting
Education
University of Kentucky 1997 — 2001
Bachelors, Finance, Management
Lauren Gadd's Wells Fargo Financial Experience March 2007 - March 2008
Job Business Analyst at Paycor
Industry Information Technology and Services
Experience
Paycor December 2013 - Present
Procter and Gamble February 2012 - December 2013
Chas Seligman Distributing March 2008 - February 2012
Wells Fargo Financial March 2007 - March 2008
Bluegrass International August 2002 - March 2007
Skills
Microsoft Excel
Education
University of Kentucky 2002 — 2006
BBA, Marketing and Management
Paycor December 2013 - Present
Procter and Gamble February 2012 - December 2013
Chas Seligman Distributing March 2008 - February 2012
Wells Fargo Financial March 2007 - March 2008
Bluegrass International August 2002 - March 2007
Skills
Microsoft Excel
Education
University of Kentucky 2002 — 2006
BBA, Marketing and Management
John Stjernberg's Wells Fargo Financial Experience November 1998 - January 2007
Job Territory Sales Rep at Wells Fargo Financial
Industry Financial Services
Experience
Wells Fargo Financial Leasing 2009 - Present
Creekridge Capital February 2007 - May 2009
Wells Fargo Financial November 1998 - January 2007
Skills
Sales Management, Account Management, New Business Development, Sales Process, Cold Calling, Direct Sales, Sales Operations, Sales, Selling, Salesforce.com, B2B, Sales Presentations, Customer Retention, Relationship Management, Solution Selling
Education
Southeast Polk
Southeast Polk
University of Iowa
Wells Fargo Financial Leasing 2009 - Present
Creekridge Capital February 2007 - May 2009
Wells Fargo Financial November 1998 - January 2007
Skills
Sales Management, Account Management, New Business Development, Sales Process, Cold Calling, Direct Sales, Sales Operations, Sales, Selling, Salesforce.com, B2B, Sales Presentations, Customer Retention, Relationship Management, Solution Selling
Education
Southeast Polk
Southeast Polk
University of Iowa
Sharese Van Sloten's Wells Fargo Financial Experience June 2009 - June 2010
Job Administrative Fellow at UnityPoint Health
Industry Hospital & Health Care
Experience
UnityPoint Health June 2015 - Present
University of Iowa August 2013 - May 2015
UnityPoint Health-St. Luke's May 2014 - August 2014
Good Samaritan Society July 2010 - August 2013
Luther College October 2012 - February 2013
South Winneshiek Community School District November 2010 - February 2012
Wells Fargo Financial June 2009 - June 2010
Skills
Team Building, Microsoft Office, Customer Service, Healthcare, Management, Recruiting, Coaching, Team Management, Policy, Process Improvement, PowerPoint
Education
University of Iowa 2013 — 2015
Master's Degree, Masters of Health Administration (MHA)
Wartburg College 2005 — 2009
Bachelor's, Business Administration
UnityPoint Health June 2015 - Present
University of Iowa August 2013 - May 2015
UnityPoint Health-St. Luke's May 2014 - August 2014
Good Samaritan Society July 2010 - August 2013
Luther College October 2012 - February 2013
South Winneshiek Community School District November 2010 - February 2012
Wells Fargo Financial June 2009 - June 2010
Skills
Team Building, Microsoft Office, Customer Service, Healthcare, Management, Recruiting, Coaching, Team Management, Policy, Process Improvement, PowerPoint
Education
University of Iowa 2013 — 2015
Master's Degree, Masters of Health Administration (MHA)
Wartburg College 2005 — 2009
Bachelor's, Business Administration
Trinh Huynh's Wells Fargo Financial Experience October 2007 - December 2007
Job Record/Examiner Analyst
Industry Government Administration
Experience
Forfeiture Support Associates, LLC March 2012 - Present
Forfeiture Support Associates, LLC January 2010 - March 2012
Bank of America December 2007 - January 2010
Wells Fargo Financial October 2007 - December 2007
Members Heritage Federal Credit Union February 2005 - September 2007
Skills
Data Analysis, Analysis, Research, PowerPoint, Microsoft Office, Access, Government, Databases, Visio, SQL, Policy, Microsoft Excel, SharePoint, Policy Analysis, Legal Research, Business Analysis, Database Administration, ACTIVE TS CLEARANCE, Training, Outlook, Microsoft Word
Education
University of Kentucky 2002 — 2006
Bachelor of Business Administration, Management
Forfeiture Support Associates, LLC March 2012 - Present
Forfeiture Support Associates, LLC January 2010 - March 2012
Bank of America December 2007 - January 2010
Wells Fargo Financial October 2007 - December 2007
Members Heritage Federal Credit Union February 2005 - September 2007
Skills
Data Analysis, Analysis, Research, PowerPoint, Microsoft Office, Access, Government, Databases, Visio, SQL, Policy, Microsoft Excel, SharePoint, Policy Analysis, Legal Research, Business Analysis, Database Administration, ACTIVE TS CLEARANCE, Training, Outlook, Microsoft Word
Education
University of Kentucky 2002 — 2006
Bachelor of Business Administration, Management
Marc Hamblen's Wells Fargo Financial Experience August 2009 - October 2010
Job SVP Home Preservation at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage November 2011 - Present
Wells Fargo Home Mortgage October 2010 - November 2011
Wells Fargo Financial August 2009 - October 2010
Wells Fargo Financial January 2007 - August 2009
Wells Fargo Financial July 2001 - January 2007
Skills
Mortgage Lending, Loans, Consumer Lending, Mortgage Banking, Loan Origination, Credit, Credit Analysis, Refinance, Finance, Banking, Underwriting, Risk Management, Credit Risk, FHA, Call Centers, Sales Management, Loss Mitigation, Executive Management, Financial Services, Credit Cards, Financial Risk, Sales, Portfolio Management, Commercial Lending, Small Business Lending, Residential Mortgages, Mortgage Underwriting, Mortgage Servicing, Lines Of Credit, Relationship Management, Loan Servicing, VA loans, FHA financing, USDA, Commercial Mortgages, Commercial Banking, Construction Loans, Retail Banking, Cross Selling, Government Loans, Reverse Mortgages, Branch Management, Certified Mortgage..., Home Equity Lines of..., Home Equity Loans, Default, SBA, Real Estate Financing, Loan Modifications, Asset Based Lending
Education
University of Idaho 1981 — 1985
BS, Business Administration
Wells Fargo Home Mortgage November 2011 - Present
Wells Fargo Home Mortgage October 2010 - November 2011
Wells Fargo Financial August 2009 - October 2010
Wells Fargo Financial January 2007 - August 2009
Wells Fargo Financial July 2001 - January 2007
Skills
Mortgage Lending, Loans, Consumer Lending, Mortgage Banking, Loan Origination, Credit, Credit Analysis, Refinance, Finance, Banking, Underwriting, Risk Management, Credit Risk, FHA, Call Centers, Sales Management, Loss Mitigation, Executive Management, Financial Services, Credit Cards, Financial Risk, Sales, Portfolio Management, Commercial Lending, Small Business Lending, Residential Mortgages, Mortgage Underwriting, Mortgage Servicing, Lines Of Credit, Relationship Management, Loan Servicing, VA loans, FHA financing, USDA, Commercial Mortgages, Commercial Banking, Construction Loans, Retail Banking, Cross Selling, Government Loans, Reverse Mortgages, Branch Management, Certified Mortgage..., Home Equity Lines of..., Home Equity Loans, Default, SBA, Real Estate Financing, Loan Modifications, Asset Based Lending
Education
University of Idaho 1981 — 1985
BS, Business Administration
Jennifer Cose Kownacki's Wells Fargo Financial Experience June 2003 - Present
Job Project Manager at Wells Fargo Financial
Industry Financial Services
Experience
Wells Fargo Financial June 2003 - Present
John Deere Health September 2001 - June 2003
Wells Fargo Financial Retail Services May 1999 - September 2001
Prudential Healthcare December 1996 - April 1999
Education
University of Iowa 1991 — 1994
Bachelor or Arts, Political Science, History
Norwalk High School
Wells Fargo Financial June 2003 - Present
John Deere Health September 2001 - June 2003
Wells Fargo Financial Retail Services May 1999 - September 2001
Prudential Healthcare December 1996 - April 1999
Education
University of Iowa 1991 — 1994
Bachelor or Arts, Political Science, History
Norwalk High School
Dave Spinazza's Wells Fargo Financial Experience December 2006 - September 2010
Job Resident Relations Manager at Carmel Partners
Industry Real Estate
Experience
Carmel Partners February 2013 - Present
Carmel Partners December 2012 - March 2013
Wells Fargo October 2011 - May 2012
Wells Fargo October 2010 - October 2011
Wells Fargo Financial December 2006 - September 2010
Skills
Team Leadership, Operations Management, Change Management, Sales Management, Quality Assurance, Diversity & Inclusion, Commercial Lending, Risk Management, Loans Administration, Loan Origination, Customer Service, Mortgage Lending, Loans, Financial Analysis, Consumer Lending, Small Business Lending, Mortgage Banking, Credit, Investments, Microsoft Office, Coaching, Banking, Management, Customer Satisfaction, Team Building, Human Resources, Time Management, Recruiting, Real Estate, Marketing Strategy, Training
Education
University of Idaho 2002 — 2006
B.S., Marketing, Management, Human Resources
Carmel Partners February 2013 - Present
Carmel Partners December 2012 - March 2013
Wells Fargo October 2011 - May 2012
Wells Fargo October 2010 - October 2011
Wells Fargo Financial December 2006 - September 2010
Skills
Team Leadership, Operations Management, Change Management, Sales Management, Quality Assurance, Diversity & Inclusion, Commercial Lending, Risk Management, Loans Administration, Loan Origination, Customer Service, Mortgage Lending, Loans, Financial Analysis, Consumer Lending, Small Business Lending, Mortgage Banking, Credit, Investments, Microsoft Office, Coaching, Banking, Management, Customer Satisfaction, Team Building, Human Resources, Time Management, Recruiting, Real Estate, Marketing Strategy, Training
Education
University of Idaho 2002 — 2006
B.S., Marketing, Management, Human Resources
Brian Groh's Wells Fargo Financial Experience November 2007 - Present
Job Sr. Credit Manager / Assistant Store Manager at Wells Fargo Financial
Industry Consumer Services
Experience
Wells Fargo Financial November 2007 - Present
Wells Fargo Financial November 2007 - Present
First NLC Financial Services March 2006 - October 2007
North American Merchandising Services Inc April 2005 - September 2005
Medical Arts Press May 2004 - August 2004
Education
University of Iowa 2001 — 2005
BA, Major in Health and Sport Studies (concentration in Journalism) Minors in Mass Communication (Jour
University of Iowa 2001 — 2005
BA, Health and Sport Studies; Journalism
Wells Fargo Financial November 2007 - Present
Wells Fargo Financial November 2007 - Present
First NLC Financial Services March 2006 - October 2007
North American Merchandising Services Inc April 2005 - September 2005
Medical Arts Press May 2004 - August 2004
Education
University of Iowa 2001 — 2005
BA, Major in Health and Sport Studies (concentration in Journalism) Minors in Mass Communication (Jour
University of Iowa 2001 — 2005
BA, Health and Sport Studies; Journalism