Wells Fargo Financial
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5,123 Wells Fargo Financial employees in database. Find out everything there's to know about Wells Fargo Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Financial Employees
Wells Fargo Financial November 2003 - Present
JC Penney Portrait Studio July 1999 - November 2003
Skills
Portrait Photography, Management, Microsoft Excel, Microsoft Word, Customer Service, Meet Deadlines, Problem Solving, Critical Thinking, Time Management, Training
Education
Johnston High School
University of Phoenix
J.D.Byrider Systems Inc. July 2013 - Present
J.D. Byrider Systems Inc. October 2012 - July 2013
J.D.Byrider Systems, Inc. December 2010 - October 2012
Wells Fargo June 2001 - October 2010
Wells Fargo Financial January 1995 - June 2001
Wells Fargo January 1991 - January 1995
Skills
Sales Management, Loans, Strategic Planning, Business Strategy, Team Leadership, Cross-functional Team..., Human Resources, Personnel Management, Recruiting, Collections, Performance Management, Training, Team Building, Sales Process, Business Development, Leadership, Employee Training, Strategy, Sales, Customer Satisfaction, Customer Retention, Profit, New Business Development, Management, Coaching, Process Improvement, Negotiation, Marketing, Retail, Budgets, P&L Management, P&L, Finance, Banking, Analysis, Sales Operations, Credit, Risk Management, Business Planning, Executive Management, Operations Management, Forecasting, Account Management, Selling
Education
University of Pittsburgh 1986 — 1991
BA, Business and Communications (dual major)
Cascade Wealth Strategies 2011 - Present
AXA Advisors, LLC 2009 - Present
Wells Fargo Financial 2006 - 2009
Wells Fargo Financial July 2006 - January 2008
Nordstrom June 2005 - June 2006
Enterprise Rent-A-Car June 2004 - April 2005
Skills
Tax-Efficient Investing..., Tax Deferred Investment..., Microsoft Benefits and..., Financial Planning, Wealth Management, Investment Services, Insurance Strategies, Insurance Planning, Retirement Planning, College Education..., Estate Conservation..., IRA distribution..., 401(k) Distribution..., Wealth Preservation..., Client Education, Investment Planning, Risk Management, Long term care planning...
Education
University of Pennsylvania - The Wharton School
Retirement Plannng Specialist, Finance, General
University of Washington 2002 — 2006
BA Economics, Economics, Finance
Issaquah High School 1999 — 2002
Hewlett-Packard September 2015 - Present
Mercer June 2014 - Present
Wells Fargo January 2014 - June 2014
Wells Fargo Financial November 2011 - January 2014
Skills
Customer Service, Call Center..., IT Operations, Call Centers, Communication Skills, Training, Document Drafting, Motivated self-starter, Customer Experience, Technical Support, Time Management, Social Media, Microsoft Office, Public Speaking, Insurance, Microsoft Excel, Microsoft Word, Process Improvement
Education
Dowling Catholic High School 2004 — 2008
University of Phoenix
Wells Fargo Real Estate Tax Services April 2010 - Present
Best Buy October 2008 - July 2012
Wells Fargo Real Estate Tax Services October 2004 - April 2010
Qwest August 2003 - August 2004
Wells Fargo Financial January 2002 - August 2003
Skills
Sales, Customer Service, Retail, Outlook, Team Leadership, Coaching & Development, MSP/Tax Cycle, Process Improvement, Coaching, Management, Microsoft Excel, Access, Employee Training, Mortgage Servicing, Loan Servicing, Leadership Development, Highly detail oriented
Education
American Institute of Business 1993 — 1995
Associates Degree, Business Administration
University of Northern Iowa 1990 — 1993
YRC Freight April 2011 - Present
TitleMax of Alabama June 2009 - April 2011
Wells Fargo Financial December 2007 - May 2009
Big Brothers Big Sisters October 2004 - December 2007
Skills
Logistics, Strategic Planning, Leadership, Program Management, Account Management, Customer Service, Sales Management, Supply Chain Management, Shipping, Transportation..., Trucking, Transportation, Logistics Management, PeopleSoft, Supply Chain, Sales, LTL, Freight, Truckload, Team Building, 3PL, Management, Sales Operations, Pricing, Container, P&L, Warehousing, Freight Forwarding, Air Freight, Warehouse Management, International Logistics, Fleet Management, Dispatching, Ocean, Customs Regulations, Supply Chain...
Education
University of South Alabama 2000 — 2007
Bachelor of Science, Business Administration, Marketing
US Bank November 2013 - Present
US Bank August 2010 - October 2013
Wells Fargo Financial July 2009 - August 2010
Skills
Sales, Sales Management, Operations Management, Customer Service, Marketing Communications, Sales Operations, Customer Service..., Customer Service..., Credit Analysis, Risk Assessment, Technical Writing, Loans, Credit, Financial Services, Banking, Commercial Banking, Retail Banking, Credit Risk
Education
University of Oregon - Charles H. Lundquist College of Business 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
Tableau Software July 2014 - Present
Tableau Software January 2014 - July 2014
Tableau Software April 2012 - January 2014
ChemPoint June 2011 - April 2012
ChemPoint August 2009 - June 2011
ChemPoint January 2008 - August 2009
Wells Fargo Financial January 2007 - December 2007
E. & J. Gallo Winery / Odom Corp June 2005 - October 2006
Skills
Direct Sales, Inside Sales, Negotiation, Account Management, Sales, New Business Development, Sales Operations, Sales Management, Key Account Management, Forecasting, B2B, Product Marketing, Marketing Strategy, Market Research, Product Development, Market Development, Business Development, Marketing, Business Intelligence, Contract Negotiation, CRM, Pricing
Education
University of Puget Sound 2001 — 2005
Bachelor of Arts, Business Administration; Political Science
Looking Mortgage AnalystCiti MortgageJanuary 2013 - August 2013
Wells Fargo Financial July 2012 - September 2012
Solomon Edwards January 2012 - June 2012
Wells Fargo October 2010 - May 2011
Loan Network LLC February 2008 - October 2010
Skills
Mortgage Banking, Loan Origination, Residential Mortgages, Mortgage Lending, Loans, FHA, Credit, Credit Analysis, Underwriting, Loan Servicing, Credit Risk, Refinance, Banking, Mortgage Underwriting, Risk Management, AML, Anti Money Laundering, Money Laundering, Terrorist Financing, Criminal Investigations, KYC, Bank Secrecy Act, USA PATRIOT Act, OFAC, SAR development, SAR, Suspicious Activity..., OCC, FDPA, Mortgage Servicing, Investigative Reporting, Performance Reporting, Team Management, Team Leadership, Employee Training, Loan Modifications, Compliance, Performance Management, Credit Management, Consumer Lending, Financial Services, Financial Risk, Loss Mitigation, USDA, Real Estate Financing, Default
Education
University of Phoenix 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
Wells Fargo Home Mortgage March 2014 - Present
Summit Mortgage Corp September 2012 - March 2014
Paramount Equity September 2010 - September 2012
Wells Fargo Financial October 2006 - August 2010
Cramer & Giles Insurance 2005 - 2006
Skills
Mortgage Lending, Refinance, Mortgage Banking, FHA, Loans, Loan Origination, Banking, Residential Mortgages, Commercial Lending, USDA, Finance, FHA financing, Selling, Credit Analysis, Credit, VA loans
Education
University of Oregon - Charles H. Lundquist College of Business 2003 — 2006
BS, Finance
University of Oregon 2001 — 2006
BA/Finance, Finance/psychology
Syntel - Client - SPS February 2015 - Present
Syntel - Client Prosight Insurance November 2013 - February 2015
CSC - Client HBO February 2011 - November 2013
Polaris Financial Technology Limited June 2010 - December 2010
KPMG February 2010 - May 2010
Wells Fargo March 2009 - August 2009
Rearden Commerce June 2008 - November 2008
Wells Fargo Financial October 2007 - June 2008
Cognizant Technology Solutions July 2006 - August 2007
Capgemini March 2004 - July 2006
Skills
Quality Center, Regression Testing, Functional Requirements, Web Applications, Databases, Compatibility Testing, Test Planning, Test Automation, Manual Testing, System Testing, Test Cases, User Acceptance Testing, Software Quality..., SDLC, Test Management, Agile Methodologies, Quality Assurance, Testing, Test Strategy, JIRA, Requirements Gathering, Unix, Software Documentation, Test Execution, Integration, Black Box Testing, Functional Testing, Entrepreneurship, HP Quality Center
Education
University of Pune 1999 — 2002
Bachelors of Engineering
Bharat Childrens Academy 1980 — 1999
Bachelor's degree
South Carolina Federal Credit Union April 2012 - Present
South Carolina Federal Credit Union April 2008 - April 2012
COLUMBIA FREIGHTLINER, LLC 2006 - 2008
Wells Fargo Financial 2004 - 2006
PINNACLE MORTGAGE GROUP, INC January 2000 - January 2004
SPIRAX SARCO, INC January 1998 - January 2000
COMMERCIAL CREDIT CORPORATION 1995 - 1998
United States Air Force 1991 - 1995
Skills
Credit Analysis, Loans, Financial Risk, Consumer Lending, Sales, Mortgage Lending, Finance, Banking, Customer Service, Loan Origination, Credit, Cross Selling, Leadership, Refinance, Retail Banking
Education
University of South Carolina - The Moore School of Business 2000 — 2004
Finance
Bellus Medical February 2014 - June 2014
SkinMedica Inc., An Allergan Company July 2010 - December 2013
Allergan Pharmaceuticals April 2009 - August 2010
Stiefel Laboratories (Acquired Barrier Therapeutics) September 2008 - April 2009
Barrier Therapeutics December 2006 - September 2008
Wells Fargo Financial September 2005 - December 2006
Clear Channel August 2003 - September 2005
Education
University of South Carolina-Columbia 1999 — 2003
BA, Journalism
Power Home Remodeling Group October 2010 - Present
Wells Fargo Financial February 2007 - December 2011
American Income Life May 2005 - January 2007
Skills
Leadership, Sales, New Business Development, Sales Management, Recruiting, Account Management, Direct Sales, Sales Process, Marketing Strategy, Sales Presentations, Strategic Planning, Microsoft Office, Team Building, Salesforce.com, Selling, Lead Generation, Contract Negotiation, Microsoft Excel, Social Media Marketing, Social Media, Team Leadership, Business Development, Project Management, Public Speaking
Education
University of Pittsburgh 2001 — 2005
BA, COMMUNICATIONS
Principal Global Investors July 2014 - Present
Principal Global Investors December 2011 - July 2014
Cetera Financial Group June 2011 - December 2011
Aviva plc June 2010 - August 2010
Wells Fargo Financial June 2009 - August 2009
Skills
Microsoft Excel
Education
University of Northern Iowa 2007 — 2011
Bachelors, Finance and Economics
Santander Bank, N.A. May 2011 - Present
Wells Fargo Financial September 1997 - September 2010
Wells Fargo Financial November 1996 - September 1997
Wells Fargo Financial June 1995 - November 1996
Skills
Coaching, Leadership, Loans, Refinance, Profit, Consumer Lending, Credit, Mortgage Lending, Mortgage Banking, Loan Origination, Underwriting, FHA financing, Sales, Sales Management, Selling, Banking, FHA Financing, VA Loans
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1991 — 1995
BA, Accounting
Wells Fargo Financial November 2011 - Present
Independent Associate Pre-Paid Legal Services Inc. & Identity Theft Shield September 2010 - Present
Education
University of Phoenix 2011 — 2014
Bachelor of Science (B.S.), Information Technology
Canadian Wireless - Bell Mobility December 2013 - Present
CSC April 2011 - September 2011
Wells Fargo Home Mortgage June 2009 - May 2010
Wells Fargo Financial March 2007 - June 2009
Wells Fargo September 2001 - June 2007
Resort suite of Scottsdale January 2001 - August 2003
Royal Canadian Mounted Police January 1996 - January 2000
BELTRON, Nuns January 1994 - January 1996
Skills
Network Administration, Workstations, Windows, Servers, XP, Security, Technical Support, Firewalls, Computer Hardware, Networking, Software Installation, Printers, VMware, Operating Systems, Active Directory, HTML, Hardware, Laptops, Windows Server, Visio, Windows XP, Disaster Recovery, SharePoint
Education
University of Phoenix 2003 — 2005
Bachelor Business Management and E, Business
Herzing Institute 1989 — 1990
Associate, Micro Computer
Ally Financial Inc. March 2014 - Present
Fifth Third Bank January 2004 - March 2014
Fifth Third Bank September 2004 - February 2014
Wells Fargo Financial January 2003 - January 2004
Kings Mazda Kia January 2001 - January 2003
Kings Mazda 2001 - 2003
Thomson-MacConnell Cadillac January 2001 - January 2001
US Bank Corp January 1999 - January 2001
Medical College of Georgia January 1998 - January 1999
Skills
Auditing, Sales Management, Profit, Customer Satisfaction, Automotive, Loans, Team Building, Business Planning, Inventory Management, Training, Retail, Account Management, Forecasting, Process Improvement, Sales Process, Budgets, Sales, Banking, Customer Retention, New Business Development, Operations Management, Sales Operations, Finance, Selling, Automobile, Credit, Coaching, Team Leadership, Income Statement, Negotiation, B2B, Customer Service, Consumer Lending, Cold Calling, Credit Analysis, Portfolio Management, Insurance, Vehicles, Pricing, Dealers, Leadership, Relationship Management, Competitive Analysis, Direct Sales, CRM, Marketing, Management, Sales Presentations, Market Planning, Business Development
Education
University of Phoenix
Bachelors of Accounting
Fifth Third Bank October 2013 - Present
Fifth Third Bank April 2008 - June 2015
Regions Financial Corporation March 2006 - March 2008
Wells Fargo Financial March 2000 - January 2006
Aegis Marketing 1998 - 2000
Skills
Banking, Consumer Lending, Retail Banking, Credit, Loans, Credit Cards, Banking Relationships, Sales Management, Mortgage Lending, Management
Education
University of Phoenix 2003 — 2005
MBA, Business Administration
Western Kentucky University 1993 — 1997
Bachelors, Corporate and Organizational Communications
Wells Fargo Advisors, LLC July 2010 - Present
Edward Jones July 2008 - June 2010
Wells Fargo Financial June 2007 - May 2008
Education
University of Saint Francis 2003 — 2007
Bachelor's of Science, Accounting
Allstate Financial Services January 2012 - Present
Mulligan-Ponce Insurance & Financial Services, LLC September 2009 - December 2011
First Citizens Bank and Trust June 2006 - July 2009
Wells Fargo Financial 2001 - 2006
Skills
Credit, Banking, Sales Management, Mortgage Lending, Underwriting, Commercial Lending, Consumer Lending, Customer Service, Loans, Coaching, Insurance, Small Business Lending, Financial Advisory, Life Insurance, Sales, Strategy, Fixed Annuities, Strategic Financial..., Small Business, Disability Insurance, Retirement, Employee Benefits, Mutual Funds, Finance, Financial Planning
Education
University of South Carolina Upstate 1995 — 1998
BA, Psychology, Philosophy
Ajinomoto Windsor, Inc May 2012 - Present
Paley's Place 2009 - 2011
Potluck in the Park August 2008 - March 2009
Chubb Insurance 2005 - 2008
Wells Fargo Financial 2003 - 2005
Education
University of Portland 2007 — 2008
Master of Business Administration, Finance
University of Portland 1999 — 2003
Bachelor of Business Administration, Finance
Oregon Culinary Institute
Diploma Program
Juvenile Diabetes Research Foundation 2011 - Present
Republic Finance August 2001 - Present
American Financial Services Association 2003 - 2010
Wells Fargo Financial 1982 - 2001
Skills
Risk Management, Business Development, Public Speaking, Loans, Project Management, Team Building, Customer Service, Mortgage Lending, Sales, Leadership, Sales Management, Insurance, Strategic Planning, Negotiation, Budgets, Executive Management, Strategy, Operations Management, Loan Origination, Portfolio Management, Financial Analysis, Mortgage Banking, Marketing Strategy, Small Business Lending, Credit Analysis, Underwriting, Banking, Credit, Management, Coaching, Commercial Lending, Consumer Lending, Marketing, Account Management, Finance, Program Management, Mergers & Acquisitions, Leadership Development, Relationship Management, Financial Services, Asset Management, Commercial Banking, Process Improvement, Investments, Fundraising, New Business Development
Education
University of Northern Iowa 1978 — 1982
Wells Fargo December 2014 - Present
Wells Fargo Financial August 2008 - Present
Alphanetworks November 2005 - January 2007
Fashion Larache Connection August 1998 - September 2004
Skills
Public Speaking, Cummunity Management, SharePoint Designer, Technical Writing, HTML 5/ CSS, Import Logistics, Microsoft Office, Microsoft Exchange, Project Management, Information Security, Access, Management, Networking, Process Improvement, Technical Support
Education
University of Phoenix 2011 — 2013
BSIT (Information Security), Information Technology, 3.83
University Dhar Mehraz Fes 1990 — 1998
Bachelor of Arts (BA), Teaching English or French as a Second or Foreign Language, 2.5
Tuan A. Nguyen, M.D., D.D.S. June 2002 - Present
Wells Fargo Financial September 1994 - December 2001
Education
University of Oregon 1970 — 1974
B.S., Psychology
Vanguard July 2014 - Present
Vanguard June 2013 - August 2013
Capital One September 2010 - October 2011
PNC March 2009 - September 2010
Washington First Bank October 2007 - October 2008
Wells Fargo Financial August 2003 - October 2007
Fisher and Associates September 2002 - April 2003
Skills
French, Tagalog, Microsoft Office, Bloomberg Terminal, Statgraphics, Business Analysis, Decision Modeling, Financial Analysis, Project Management, Banking, Credit, Loans, Leadership, Commercial Banking, Sales, Training, Process Improvement
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, General
University of Pittsburgh 1997 — 2002
BA, Political Science
University of Pittsburgh 1997 — 2002
Asian Studies Certificate
Ecole Nouvelle
International School of Bangkok
International School of Manila
AgFirst Farm Credit Bank February 2013 - Present
Synovus Financial Corporation May 2011 - January 2013
Synovus Financial December 2008 - July 2011
Synovus Financial January 2006 - December 2008
The National Bank of South Carolina (Synovus Financial) January 2004 - December 2006
The National Bank of South Carolina (Synovus Financial) January 2003 - December 2004
The National Bank of South Carolina (Synovus Financial) January 2002 - December 2003
The National Bank of South Carolina (Synovus Financial) September 2001 - December 2002
Wells Fargo Financial February 2000 - September 2001
Education
South Carolina Bankers School 2004 — 2006
University of South Carolina-Columbia 1995 — 1999
BS
Viking Minerals March 2014 - Present
Digital Land Consultants, Inc. February 2012 - March 2014
Republic National Distributing Company November 2007 - February 2012
Sinclair Broadcast Group November 2006 - September 2007
Wells Fargo Financial November 2005 - November 2006
Ulta June 2004 - August 2005
Skills
Sales, Marketing Strategy, Microsoft Office, Customer Service, Negotiation, Contract Management, Account Management, Microsoft Word, Real Estate, Contract Negotiation, Marketing, Management, Microsoft Excel, Leadership
Education
University of Oklahoma 2001 — 2005
B.B.A., Marketing
WAVSYS October 2013 - Present
WAVSYS August 2010 - October 2013
Apex Systems October 2006 - June 2010
Apex Systems February 2006 - October 2006
Wells Fargo Financial March 2005 - February 2006
Culver Summer Camp July 2002 - August 2004
Skills
Technical Recruiting, Telecommunications, Team Leadership, Contract Negotiation, Account Management, Customer Relations, Team Building, Mentoring, Professional Services, New Business Development, Customer Service, Wireless, Recruiting, Program Management, Management, Networking, Leadership, Analysis, IP, LTE, Vendor Management, WiMAX, Network Design, Testing, RAN, Staff Augmentation, Software Documentation, UMTS, Human Resources, Consulting, CRM
Education
University of South Carolina-Columbia 2000 — 2004
Bachelor or Arts, Economics
Culver Military Academy 1997 — 2000
Wells Fargo Financial March 2006 - Present
Wells Fargo May 2004 - May 2006
Wells Fargo Financial January 2002 - January 2004
Skills
Strategic Planning, Strategy, Program Management, Forecasting, Risk Management, Sales Management, Finance, Strategic Partnerships, Management, Strategic Financial..., Sales, Business Development, Leadership, Product Management, Analysis, Business Analysis, Project Management, Vendor Management, Banking, Operations Management, Mergers & Acquisitions, Six Sigma, Marketing, Policy, Portfolio Management, Credit Analysis, New Business Development, Relationship Management, B2B, Mergers, Investments, Executive Management, Financial Analysis, Process Improvement, Integration, Team Building, Consumer Lending, Business Strategy
Education
University of San Diego 1986 — 1990
Edina High School
Alliance Technologies February 2008 - Present
Nick's DJ Business February 2000 - Present
Care Resources July 2003 - December 2007
Combined Systems Technology January 2002 - November 2002
Wells Fargo Financial July 2001 - January 2002
University of Northern Iowa Library August 1996 - May 2001
Skills
Network Administration, Networking, Technical Support, Hardware, Computer Hardware, Troubleshooting, Windows Server, Linux, Databases, VMware, System Administration, Network Security, VoIP, Servers, Data Center, Microsoft Office, Hyper-V, Windows 7, Windows 8.1, Windows Vista, Office 365, Computer Networking, Fortinet, Acronis True Image, SonicWALL, Watchguard, Print Management, NAS, SAN, Dell PowerEdge Servers, Dell Computers, VPN, Hosted Microsoft..., DNS Management, Customer Service, Leadership, Team Building, Printers, Computer Repair, Backup Solutions, Online Backup, Data Recovery, Wedding DJ, Lighting, lync, Skype
Education
University of Northern Iowa 1996 — 2001
BA, Computer Science
C & A real Estate Inc November 2004 - Present
Zions Bank May 2010 - December 2011
Chase Mortgage 2006 - 2007
Home America Mortgage 2004 - 2006
Key Bank February 2003 - May 2004
Wells Fargo Financial 2000 - 2002
Skills
Loans, Mortgage, Real Estate, Compliance, Sales Management, Business to business..., Banking, Management, Credit, Mortgage Banking, Real Estate Transactions, Residential Homes, First Time Home Buyers, Entrepreneurship, REO, Investment Properties, Loan Origination, Finance, Team Building, Short Sales, Marketing, VA loans, Risk Management, Customer Service, FHA financing, FHA, Foreclosures, Sales, Start-ups, Small Business, Contract Negotiation, Residential Mortgages, Financial Modeling, Project Management, Real Estate Financing, Salesforce.com, Marketing Strategy, Commercial Lending, Negotiation, Coaching, Refinance, CRM, Mortgage Lending, Analysis
Education
University of Phoenix 2007 — 2008
MBA, Business Administration
Utah State University 1997 — 2000
BA, Business Management
Johnston Thomas January 2011 - Present
Womer Law Office, LLC August 2010 - Present
Pacific Savings Bancorp March 2009 - April 2010
Lime Financial Services, Ltd., a Credit Suisse company May 2006 - February 2009
Luvaas Cobb September 2003 - May 2006
Wells Fargo Financial June 1993 - July 2000
Skills
Licensing, Securities, Real Estate, Trusts, Litigation, Mortgage Lending, Mergers & Acquisitions, Mergers, Contract Negotiation, Corporate Law, Corporate Governance, Due Diligence, Legal Writing, Real Estate Transactions
Education
University of Oregon School of Law 2000 — 2003
Engineered Products, A Pape Company January 2009 - Present
Toyota Lift Northwest October 2007 - December 2008
Wells Fargo Financial March 2007 - November 2007
Skills
Account Management, Material Handling, Customer Service, Sales, Direct Sales, Warehousing, Forklift Operator, Purchasing, Material Handling..., Logistics, Supply Chain, Distribution Center..., Warehouse Management, New Business Development, Solution Selling, Outside Sales, 3PL, Product Development, Budgets, Project Planning, Forklift Operation
Education
University of Oregon 2001 — 2005
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services
University of Oregon - Charles H. Lundquist College of Business 2001 — 2005
BA in Business Administration, Marketing, Operations, Economics
DH Pace February 2009 - July 2010
Wells Fargo Financial June 2004 - July 2008
Wells Fargo 2004 - 2008
Education
University of Phoenix 2008 — 2009
Business Management / Accounting
UC Berkeley January 2015 - Present
Consultant February 2014 - January 2015
Lending Club April 2013 - October 2013
BlackRock Financial Management December 2009 - March 2013
Barclays Global Investors May 2007 - December 2009
Resources Global Professionals May 2007 - February 2008
Wells Fargo Financial June 2006 - May 2007
Levi Strauss & Co. November 2000 - June 2006
General Electric August 1999 - November 2000
General Electric 1997 - 1999
Skills
Forecasting, Budgeting, Team Management, Financial Reporting, Financial Analysis, Strategic Planning, Variance Analysis, Financial Modeling, Financial Management, Managerial Finance, Budgets, Cross-functional Team..., Mergers, Analysis, Process Improvement, Strategy, Strategic Financial..., Mergers & Acquisitions, Finance, Accounting, Management, Vendor Management, Financial Planning
Education
University of Phoenix 1991 — 1994
BS, Business Management Finance
Corus360 November 2012 - Present
OnX Enterprise Solutions October 2011 - October 2012
Equifax May 2011 - October 2011
Buckhead Home Loans July 2008 - May 2011
Chastain Financial Group, LLC April 2002 - July 2008
Mortgage Resource Group April 2001 - April 2002
Wells Fargo Financial April 1994 - February 2001
Skills
Account Management, Cisco Maintenance, SMARTnet, Microsoft Excel, PowerPoint, webex, Strategic Planning, Lead Generation, Problem Solving, Management, Motivation, Strategic Negotiations, Sales Process, Negotiation, Sales, Sales Operations, Contract Negotiation, Smartnet, WebEx, Solution Selling, SaaS, Selling, Direct Sales, Business Development, Cisco Technologies, Sales Management, Leadership, Cloud Computing, Managed Services, Consulting, Training, Banking
Education
University of South Carolina - The Moore School of Business 1989 — 1993
Bachelor of Science, Business Administration, Finance
Mutual of Omaha June 2014 - Present
wells Fargo Bank August 2007 - May 2014
Wells Fargo Financial August 2007 - February 2011
Skills
Loans, Credit, Banking, Consumer Lending, Lines Of Credit, Cross Selling, Credit Risk, Deposits, Credit Cards, Finance, Life Insurance, Disability Insurance, Medicare Part D, Critical Illness, Fixed Annuities, Small Business Lending, Loan Origination
Education
University of Phoenix 2008 — 2011
Bachlers, Business Management, Accounting
American Pacific Mortgage August 2015 - Present
Gold Star Mortgage Financial Group January 2015 - June 2015
Pinnacle Capital Mortgage Corp - Equal Housing Lender January 2014 - January 2015
Bank of Utah January 2010 - January 2014
Optimum Mortgage, LLC 2002 - 2010
Wells Fargo Financial 1991 - 2002
Skills
Credit, Loans, Mortgage Lending, Mortgage Banking, Loan Origination, Refinance, Commercial Lending, FHA, Residential Mortgages, Credit Analysis, Commercial Banking, Small Business Lending, USDA, VA loans, Consumer Lending, Banking, Underwriting, Reverse Mortgages, FHA financing, Credit Risk, Commercial Mortgages, Retail Banking, Construction Loans, Certified Mortgage...
Education
University of Phoenix 1992 — 1994
Bachelor of Business Administration (BBA), finance and business administration
Olympus High School 1984 — 1987
diploma
Aequitas Capital Managemnet June 2014 - Present
Zones September 2013 - May 2014
Wells Fargo August 2010 - March 2013
Bank of the West 2013 - 2013
Wells Fargo Financial March 2010 - August 2010
Herzog-Meier Auto Center June 2006 - February 2010
University of Oregon September 2005 - August 2009
Skills
Sales, Customer Service, Sales Management, Business Development, B2B, Banking, Call Centers, Financial Services, Strategic Planning, Team Building, Credit, Leadership, Loans, Customer Retention, Sales Operations, Alternative Investments, Management
Education
University of Oregon 2005 — 2009
Bachelor's Degree, Political Science and Business
Self Employed 2009 - Present
Grossmont Union High School District 2013 - 2015
Bozeman Daily Chronicle Distribution 2010 - 2011
Wells Fargo Financial 2009 - 2010
Oracle (formerly Right Now Technologies) 2009 - 2009
University of Puget Sound Asian Studies & Pacific Rim Programs 2004 - 2009
University of Puget Sound Economics Department 2008 - 2008
Skills
Fundraising, Social Media, Teaching, Tutoring, Event Planning, Curriculum Development, Mathematics Education, Marketing, Public Speaking, Microsoft Office, Lesson Planning, Nonprofits, Data Analysis, Microsoft Excel, Leadership, Customer Service, Operational Efficiency, Cost Reduction, Training & Development, Technology, Organization Skills, Process Efficiency, Contract Management, Professional..., Operational Streamlining, Market Research, Distribution Management, Budget Management, Negotiation, Contractor Relations, District Management, Presentations, Conflict Resolution, Editing, Data Compilation, Professional Services, Project Oversight, Event Marketing, Cross-cultural..., Flyer Design, Common Core State..., Academic Tutoring, Communication, Instructional Technology, Sales & Marketing
Education
University of Southern California 2011 — 2013
Master’s Degree, Secondary Education and Teaching
University of Puget Sound 2004 — 2009
Bachelor’s Degree, Economics & Asian Studies
Phillips Academy Andover 2001 — 2004
High School
Swiss Re May 2014 - Present
Swiss Re September 2013 - May 2014
JPMorgan Chase September 2010 - September 2013
New Haven High August 2010 - December 2012
Standish Apps October 2009 - October 2010
Wells Fargo Financial March 2010 - September 2010
Country Inn and Suites February 2010 - March 2010
Sam's Club May 2009 - August 2009
Skills
Series 6, Series 63, Life Insurance, Time Management, Microsoft Office, Microsoft Excel, Credit, Customer Service, Leadership, Loan Origination, Management, Mortgage Banking, Sales, Finance
Education
University of Saint Francis 2005 — 2009
Bachelors of Science in Accounting, Accounting, Business Administration
Wenzel Technology August 2015 - Present
Robert Half Technology January 2015 - July 2015
Robert Half Technology January 2013 - January 2015
Robert Half Technology July 2011 - December 2012
Wells Fargo Financial October 2008 - October 2010
American Truck Training 2004 - 2008
Skills
Sales, Client Liaison, Recruiting, Business Development, Beardedness, Wicked Guitaring, General Awesomeness, Selling, Cold Calling, Training, Team Leadership, Applicant Tracking..., Committed to..., Technical Recruiting, Account Management, Staffing Services, Networking, Contract Recruitment, Internet Recruiting, Talent Acquisition, Sales Process, Temporary Staffing, Sourcing, Business Networking, Hiring, College Recruiting, Social Networking, Business Analysis, Human Resources, Building Relationships, Executive Search, Consulting, Job Fairs, Resume Writing, Onboarding, Customer Retention, Temporary Placement, Employee Training, Business Intelligence, Screening Resumes, CRM, Benefits Negotiation, Management, Permanent Placement, Professional Services, Interviews, Leadership, Information Technology, Screening, Vendor Management
Education
University of Oklahoma 1999 — 2011
Commerce and Enterprise, Business, Management, Humanities, History
Santander Bank December 2010 - Present
Wachovia Bank June 2010 - December 2010
Wells Fargo Home Mortgage May 2009 - July 2010
Wells Fargo Financial 1993 - 2009
Skills
Mortgage Lending, Banking, Credit, Loan Origination, Mortgage Banking, Consumer Lending, Loans, Refinance, Residential Mortgages, Sales Management, Home Equity, Reverse Mortgages, Sales, Leadership, Branch Management, Commercial Mortgages, Commercial Lending, Mortgage Underwriting, Underwriting, Investment Properties, Management, Certified Mortgage..., Credit Analysis, Selling, Real Estate, Cross Selling, Retail Banking, Small Business Lending, Lines Of Credit
Education
University of Rhode Island 1988 — 1992
Wells Fargo November 2014 - Present
Wells Fargo Home Mortgage June 2011 - November 2014
Wells Fargo Home Mortgage November 2009 - June 2011
Wells Fargo Home Mortgage July 2009 - November 2009
Wells Fargo Financial January 2009 - July 2009
Q Works Group 2008 - 2008
Bank of America 2005 - 2008
Skills
Mortgage Lending, Credit Analysis, Credit, Loans, Operational Risk..., Building Relationships, Underwriting, Finance, Customer Service, Financial Risk, Leadership, Banking, Portfolio Management, Risk Management, Financial Services, Management, Sales, Mortgage Banking, Analysis, Consumer Lending, Training
Education
University of South Carolina Upstate 2002 — 2005
Bachelor's degree, Marketing
Northwestern High School
Umpqua Bank May 2015 - Present
FiREapps September 2014 - May 2015
Elastic Path Software April 2013 - August 2014
ShopIgniter, Inc. March 2012 - March 2013
Wells Fargo January 2011 - March 2012
Wells Fargo March 2006 - September 2010
Wells Fargo Financial October 2004 - March 2006
Skills
Sales, SaaS, Management, Leadership, Selling, Sales Management, Mortgage Lending, Mortgage Banking, Residential Mortgages, Start-ups, Marketing, B2B, Team Building, Lead Generation, Marketing Strategy, Negotiation, Entrepreneurship, Business Development, Outside Sales, Cloud Computing, Enterprise Software, Training, Integrated Marketing, Consultative Sales..., B2B software, Salesforce.com, CRM, New Business Development, Social Media Marketing, E-commerce, Consultative Selling, Sales Prospecting, Software Solution Sales, Sales Presentations
Education
University of Oregon 2000 — 2004
Bachelor of Science, Major: Business Administration/Entrepreneurship, Minor: Economics
Wells Fargo Home Mortgage October 2010 - Present
Wells Fargo Home Equity September 2009 - September 2010
Wells Fargo Financial July 2008 - August 2009
Skills
Mortgage Lending, Refinance, FHA, FHA financing, Mortgage Underwriting, Consumer Lending, Underwriting, Sales, Loan Origination, Residential Mortgages
Education
University of Northern Iowa 2004 — 2008
Marketing
FedEx Ground July 2011 - Present
Allen Press, Inc. January 2012 - August 2015
CASHCALL INCORPORATED 2010 - 2011
City of Las Vegas 2008 - 2010
Univision Radio 2007 - 2008
Wells Fargo Financial 2006 - 2007
NW RUGS 2004 - 2006
Skills
Customer Service, Project Planning, Leadership, Teamwork, Coaching, Outlook, Time Management, Business Operations, Planning, Problem Solving, Day-to-day Operations, Data Entry, Credit Cards, Performance Management, Production Managment, Sales, Budgets
Education
University of Wyoming 2001 — 2003
B, Economics
University of Phoenix 2009 — 2010
Master, Management
University of Wyoming 2001 — 2003
B.A, Geography
Levi Strauss & Co. December 2014 - Present
Levi Strauss & Co. August 2013 - December 2014
Levi Strauss & Co. February 2012 - August 2013
Umpqua Bank October 2010 - February 2012
United Way Worldwide January 2011 - April 2011
Wells Fargo Financial May 2010 - October 2010
Pentagon Federal Credit Union September 2009 - May 2010
Skills
Accounting, Financial Analysis, Bookkeeping, Tax Preparation, GAAP, Banking, Credit Risk, Credit Analysis, Microsoft Office, Cash Management, Collaboration, Process Improvement, Forecasting, Portfolio Management, Cash Flow Forecasting, Global Cash Management, cash positioning, Treasury Services, Mortgage Lending, SAP, Account Reconciliation, Project Management, FX trading, Foreign Exchange, Treasury, Credit, Loans, Treasury Management, Cash management
Education
University of Oregon - Charles H. Lundquist College of Business 2004 — 2009
Bachelor of Arts (BA), Accounting and Economics
UFC GYM July 2015 - Present
UFC GYM May 2015 - July 2015
AutoMedic, Inc. January 2015 - March 2015
InComm January 2014 - November 2014
InComm March 2011 - January 2014
Wells Fargo Bank March 2010 - March 2011
Wells Fargo Financial March 2009 - March 2010
National Fraternity Supplies November 2008 - February 2009
Cumulus Broadcasting June 2008 - September 2008
Enterprise Rent-A-Car June 2007 - September 2007
Skills
Marketing, E-commerce, B2B, Account Management, Leadership, Sales Process, Management, Sales, Social Media Marketing, Marketing Strategy, Microsoft Office, Customer Service, Social Networking, Business Development, New Business Development, Project Management
Education
University of Oregon - Charles H. Lundquist College of Business 2004 — 2008
Business Administration, Marketing
University of Oregon - Charles H. Lundquist College of Business 2004 — 2008
Bachelor's degree, Business Administration and Management, General, 3.36
Caliber Home Loans April 2015 - Present
Supreme Lending November 2012 - April 2015
First Priority Financial Inc. January 2012 - November 2012
Wells Fargo Home Mortgage August 2010 - January 2012
Wells Fargo Financial August 2009 - August 2010
University of Washington August 2008 - January 2009
Skills
Credit, Banking, Investments, Loans, Mortgage Lending, Refinance, Real Estate, Microsoft Excel, Strategic Planning, Microsoft Office, Insurance, Financial Analysis, Sales, Budgets, Finance, Outlook, Strategic Financial..., Account Management, Loan Origination, Customer Service, Financial Modeling, Sales Management, Credit Analysis, Analysis, Portfolio Management, Mortgage Banking, PowerPoint, Investment Properties, Marketing, Risk Management, Contract Negotiation, Project Management, Accounting, Negotiation, Forecasting, Management, Financial Reporting, Leadership, Public Speaking, USDA, Business Development, Team Building, Small Business, FHA financing, FHA, Underwriting, VA loans, Consumer Lending, Commercial Lending, Residential Mortgages
Education
Western Washington University 2000 — 2005
Bachelor of Business Administration (B.B.A.), Accounting
University of Portland
GM Financial October 2014 - Present
Bishop, White, Marshall & Weibel, P.S. September 2013 - September 2014
Flagstar Bank March 2013 - September 2013
ETS of Washington, Inc. A GMAC Company March 2012 - January 2013
ETS of Washington, Inc. A GMAC Company August 2011 - March 2012
Wells Fargo Home Mortgage July 2010 - August 2011
Wells Fargo December 2007 - July 2010
Wells Fargo Financial August 2004 - December 2007
Skills
Sales, Loans, Management, Microsoft Applications, Teamwork, Analysis, Communication, Mortgage Banking, FHA, Risk Management, Mortgage Lending, Banking, Credit, Leadership, Team Building
Education
University of Puget Sound 2000 — 2004
Bachelor of Arts (BA), Business Administration and Management, General
University of Puget Sound 2000 — 2004
Bachelor of Arts (BA), Business Administration and Management, General
SurveyMonkey March 2015 - Present
SurveyMonkey December 2011 - March 2015
Bank of America April 2010 - December 2011
Wells Fargo Financial September 2009 - April 2010
Lithia Motors July 2008 - September 2008
Skills
Sales Process, Sales Management, Sales, Customer Service, B2B, Leadership, Management, Market Research, Microsoft Office, Finance
Education
University of Oregon - Charles H. Lundquist College of Business 2005 — 2009
Bachelor of Science, Business Administration
International ProInsurance Services, LLC January 2015 - Present
International ProInsurance Services, LLC April 2011 - Present
Wells Fargo Financial July 2007 - September 2010
University of Oregon August 2003 - December 2006
Skills
Employee Benefits, International Benefit..., Benefits Administration, Employee Benefit Plan..., HR Consulting, Healthcare Consulting, New Business Development, Consultative Selling, Sales Presentations, Sales Management, Leadership Development, Coaching, Sales Operations, Financial Analysis, Mergers & Acquisitions, Team Leadership, Selling, Management, Disability Insurance, Payroll, Insurance, Sales
Education
University of Oregon 2003 — 2007
Economics
Wells Fargo Financial January 2007 - November 2008
Wells Fargo Financial April 2002 - January 2007
Wells Fargo Financial January 1999 - April 2002
Skills
Active Directory, Technical Support, XP, Windows 7, Windows Vista, Microsoft Office, Microsoft Exchange, Customer Service, Windows Server 2012, Solaris, Windows Server 2008, Allworx, Operating Systems, Troubleshooting, Servers, Windows Server, Windows XP, Networking, Hardware, Computer Hardware
Education
New Horizons Career Center 2009 — 2010
IT Professional
University of Portland 1997 — 1998
Datapipe 2014 - Present
Booker Software October 2012 - February 2014
GDS International March 2011 - May 2012
Wells Fargo Financial 2009 - 2010
Skills
Sales, Market Research, Management, Account Management, Lead Generation, New Business Development, Sales Management, Salesforce.com, Cold Calling, B2B, Contract Negotiation, Direct Sales
Education
University of Rhode Island 2005 — 2009
Bachelors, Communication Studies, English
First Tech Federal Credit Union September 2014 - Present
Bank of America December 2012 - August 2014
US Bank September 2010 - December 2012
Wells Fargo Financial September 2009 - September 2010
Keller Williams Realty June 2005 - September 2009
Skills
Financial Analysis, Customer Service, Sales, Leadership, Marketing, FHA, Microsoft Office, Team Leadership, Microsoft Excel, PowerPoint, Team Building, Management, Microsoft Word, Budgets, Coaching, Strategic Planning, Salesforce.com, Investment Properties, Sales Management, Selling, Account Management, Contract Negotiation, Negotiation, Mortgage Underwriting
Education
University of Oregon - Charles H. Lundquist College of Business 2002 — 2006
Bachelor of Arts (B.A.)
Marist Catholic High School 1998 — 2002
High School Diploma - Honors
gpac May 2009 - Present
Wells Fargo Financial May 2004 - May 2009
Education
University of Sioux Falls 2002 — 2006
Bachelor's degree, Business Management
Harrisburg 1998 — 2002
GEICO July 2012 - Present
Wells Fargo December 2011 - July 2012
Wells Fargo August 2010 - December 2011
Wells Fargo Financial June 2010 - August 2010
Skills
Credit, Analysis, Insurance
Education
University of Pittsburgh 2006 — 2010
Bachelor of Science, Business Administration; Finance
Alsbridge May 2014 - Present
AAA Mid-Atlantic September 2010 - May 2014
KRI Consulting Solutions LLC August 2008 - September 2010
Wells Fargo Financial January 2005 - October 2008
Wells Fargo Financial January 2003 - January 2005
Wells Fargo Financial January 2002 - January 2003
Advanta Leasing Corp July 2000 - October 2001
American Business Leasing January 1998 - June 2000
Conti Mortgage 1996 - 1998
Skills
Sales, Go Getter, Buniess Savvy, Contract Management, Conflict Management, Vendor Relations, Public Relations, Time Management, Excellent Communication..., Excellent Interpersonal..., Business Analysis, Action Plan..., MicroSoft Office, Windows 7 & 8, Trainer, Vendor Management, Software Documentation, Microsoft Office, Process Improvement, Risk Management, Customer Service, Training, Management, Leadership, Negotiation, Executive Management, Finance, Consulting, Program Management
Education
University of Phoenix 2005 — 2013
BS, Business Management, 3.37
Villanova University 2004 — 2004
Master Certification in Commercial Contracting, Commercial Contracting
Murrell Dobbins AVT 1986 — 1990
Business Administration, Business Administration and Management, General
Wells Fargo Financial June 2006 - November 2010
Wells Fargo Financial December 2005 - June 2006
Skills
Mortgage Lending, Loans, Mortgage Banking, Credit, Loan Origination, Consumer Lending, FHA, Refinance, Insurance, Banking, Customer Service, Sales, Home Equity Loans, Cold Calling Experience, Cash Handling Experience, Vendor Relationships, Vendor Contracts, New Hire Processes, Title Clearing, Title Insurance
Education
University of Pittsburgh 2002 — 2005
Bachelors, Communications
Penn-Trafford
U.S. Bank April 2015 - Present
U.S. Bank July 2012 - March 2015
Wells Fargo Bank September 2010 - July 2012
Wells Fargo Financial May 2010 - September 2010
Wells Fargo Bank September 2009 - May 2010
Nike May 2005 - September 2006
Skills
Business Development, Customer Service, Leadership, Sales, Social Media
Education
University of Oregon 2006 — 2008
Bachelors of Science, Economics
State Farm September 2014 - Present
State Farm Insurance September 2014 - Present
Wells Fargo Insurance Services October 2009 - September 2014
Wells Fargo Financial 2004 - 2009
Skills
Insurance, Workers Compensation, Commercial Insurance, Employee Benefits, Risk Management, Microsoft Excel, Risk Management..., Fax, Mortgage Lending, Loans, Refinance, Management, Accounting, Banking, Underwriting, Financial Analysis, Time Management, Financial Risk, Finance, FHA, Auditing, Credit, Financial Services, Training, Credit Cards, Cross Selling, Real Estate Economics, Strategic Financial..., Sales, Property & Casualty..., Customer Service, Investments, Relationship Management, Commercial Lines, Consumer Lending, Life Insurance, Professional Liability, Financial Statements, Loan Origination, Cash Management, Mortgage Banking, Leadership, Credit Analysis, Team Building, Coaching, Portfolio Management, Commercial Lending, Onboarding, College Recruiting, Sales Management
Education
University of Oregon 2002 — 2004
Bachelor of Science, Sociology
University of Oregon 2002 — 2004
Bachelor's degree, Sociology
Kohl's Department Stores May 2015 - Present
The Bon Ton Stores Inc. August 2014 - April 2015
The Bon Ton Stores Inc. March 2014 - July 2014
The Bon Ton Stores Inc. November 2010 - March 2014
The Bon Ton Stores Inc. February 2008 - November 2010
Wells Fargo Financial September 2005 - February 2008
Skills
Merchandising, Retail, Assortment, Trend Analysis, Visual Merchandising, Inventory Management, Merchandise Planning, Fashion, Private Label, Apparel, Trend, Inventory Control, Forecasting, Profit, Customer Service, Store Management, Purchasing, Outlook, E-commerce, Retail Buying
Education
University of Phoenix 2007 — 2008
Master, Business Administration
Southern Illinois University 2004 — 2005
Bachelor of Science, Marketing
Northern Natural Gas September 2013 - Present
Blue Cross and Blue Shield of Nebraska March 2012 - May 2013
Modis March 2009 - March 2012
Wells Fargo Financial November 2006 - February 2009
MediNotes, Inc. October 2004 - November 2006
Iowa Foundation for Medical Care October 2003 - June 2004
TD Ameritrade June 1998 - June 2003
Ameritrade July 1997 - June 2003
Sterling Software June 1991 - July 1998
U.S. Air Force January 1981 - February 1991
Skills
SDLC, Business Analysis, Vendor Management, PMO, Project Portfolio..., Visio, Process Improvement, Requirements Gathering, Software Project..., Requirements Analysis, Project Management, Agile Methodologies, Agile Project Management, Program Management, Business Process..., Leadership, Software Documentation, Management, Integration, Analysis, Databases, Project Planning, Software Development, MS Project, Product Management, Oracle, Scrum, Business Requirements, Business Process, Systems Analysis, SharePoint, IT Strategy, Business Intelligence
Education
Scrum Alliance 2009 — 2009
CSM
University of Phoenix 2004 — 2008
BS
Wilmington Medical Supply July 2012 - Present
CCS Medical July 2007 - July 2012
JP Morgan Chase February 2007 - December 2007
Countrywide Financial Corp. November 2005 - March 2007
Amerisave Mortgage Corporation February 2005 - November 2005
Wells Fargo Financial May 2003 - February 2005
Skills
Cold Calling, Sales Management, Sales, Account Management, Sales Operations, New Business Development, Medical Devices, Strategic Planning, Territory Management, Customer Service, Sales Presentations, Business Development, Leadership, Sales Force Development, Urology, Healthcare, Selling, Capital Equipment, Product Launch, Training, Medical Sales, Sales Process, Managed Care
Education
University of Oregon - Charles H. Lundquist College of Business 1998 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo May 2011 - Present
Wells Fargo April 2009 - May 2011
Wells Fargo Financial March 2004 - April 2009
Wells Fargo Financial March 2002 - March 2004
Tek Systems January 2001 - March 2002
Skills
Visual Basic, JavaScript, HTML, Java, JSP, Perl, User Interface Design, Tomcat, Web Applications, Integration, Microsoft SQL Server
Education
University of Phoenix 2008 — 2009
MS, Information Systems Management
William Penn University 2004 — 2006
BS, Information Systems Management
Rockingham Community College 1996 — 1998
AS, General Transfer
Overstock.com March 2012 - Present
Overstock.com January 2010 - March 2012
Overstock.com November 2008 - January 2010
Wells Fargo November 2006 - November 2008
Wells Fargo Auto Finance November 2006 - November 2008
Wells Fargo Financial 2006 - 2008
Select Portfolio Servicing 2002 - 2006
SPS 2002 - 2006
Fairbanks Capital 2002 - 2006
Skills
Business Objects, Crystal Reports, Teradata, SQL, Microstrategy, REO, Contract Negotiation, Asset Managment, Portfolio Management, Negotiation, Valuation
Education
University of Phoenix 1999 — 2001
Bachelor of Business Administration (B.B.A.)
Wells Fargo Financial AthleteInterperformances2006 - 2007
Education
University of Portland 1998 — 2000
Wells Fargo April 2015 - Present
Athene USA October 2008 - April 2015
Wells Fargo November 2006 - October 2008
wells-fargo-financial 2004 - 2006
Wells Fargo Financial 2000 - 2004
Skills
Business Requirements, DB2, Requirements Gathering, SQL, Requirements Analysis, Business Analysis
Education
University of Northern Iowa 1994 — 2000
Bachelor of Science (BS), Statistics
Ally Financial Inc. June 2010 - Present
Ally Financial Inc. July 2010 - September 2010
Ally Financial Inc. December 2007 - June 2010
GMAC October 2008 - March 2009
Wells Fargo Auto Finance 2006 - 2008
Wells Fargo Financial 2004 - 2006
GMAC 1987 - 2004
Skills
Commercial Lending, Financial Analysis, Loans, Underwriting, Financial Risk, Leadership, Management, Analysis, Auditing, Training, Credit Analysis, Credit, Credit Risk, Portfolio Management, Customer Service, Sales, Finance, Operations Management, Risk Management, Forecasting, Banking, Process Improvement, Business Analysis
Education
University of Oregon 1988 — 1989
Mathematics and Computer Science
Willamette University 1983 — 1987
B.S., Business Economics and Mathmatics
Kuder February 2012 - April 2012
Iowa Heart Center October 2008 - June 2011
GeoLearning September 2006 - July 2008
Wells Fargo May 2004 - August 2006
Wells Fargo Financial August 1996 - May 2004
Iowa Manufacturing Technology Center April 1995 - August 1996
Iowa State University October 1987 - April 1995
Skills
Disaster Recovery, Vendor Management, Security
Education
University of Northern Iowa 1983 — 1987
Urbandale High School 1979 — 1983
Wells Fargo Financial January 2005 - Present
Bohler Engineering 2000 - 2005
Skills
Requirements Gathering, Project Risk
Education
Project Management Institute 2006 — 2006
PMP Certification
University of Pittsburgh 1995 — 2000
BS, Civil and Environmental Engineering
North Penn
CCA Global Partners July 2006 - Present
Wells Fargo Financial 1997 - 2006
Skills
Strategic Planning, Account Management, Retail, Financial Analysis, Sales Operations, Email Marketing, New Business Development, Marketing Strategy, Customer Service, Business Strategy, Merchandising, Sales, Sales Management, Marketing, Pricing
Education
University of Pennsylvania 1988 — 1992
BS, Economics
Wells Fargo June 2014 - Present
Bank of the West October 2012 - March 2014
OPX International October 2010 - September 2013
Wells Fargo Financial May 2009 - February 2011
Wells Fargo Bank December 2004 - May 2009
Wells Fargo Bank February 2003 - December 2004
Skills
Language Skills, Spanish, Russian and..., Investments, Community Development, Recruiting, Spanish, Loans, Mortgage Lending, Leadership Development, Relationship Management, Strategic Planning, Small Business Lending, Risk Management, Management, Nonprofits, Consumer Lending, Strategic Financial..., Sales, Financial Services, Community Outreach, Credit, Leadership, Call Centers, Coaching, Banking, Team Building, Business Planning, Language Development, Human Resources, Commercial Lending, Mortgage Banking, Credit Cards, Loan Origination, Credit Analysis, Financial Planning, Lines Of Credit, Small Business
Education
University of Phoenix 2012 — 2014
Master of Business Administration (MBA)
Auchi Polythechnic, Auchi. Edo State 1986 — 1992
Higher National Diploma, Quantity Surveying
Edo Boys High School, Benin City. Edo State. Nigeria. 1977 — 1982
GCE, WASC
Wells Fargo Financial Senior Credit ManagerWells Fargo Financial2005 - Present
Education
University of Oregon
Johnson & Johnson November 2013 - Present
Abbott Diabetes Care April 2010 - November 2013
FTD August 2007 - April 2010
Wells Fargo Financial July 2006 - August 2007
American InterContinental University March 2005 - July 2006
Skills
Sales, Medical Sales, Territory Mgmt, Hospital Sales, Windows, HTML, Customer Service, Microsoft Office, Email Marketing, Social Media, Project Management, Strategic Planning, Java, Troubleshooting, XP, Account Management, Sales Force Development, Product Launch, Managed Care
Education
University of Oregon - Charles H. Lundquist College of Business 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management
Wells Fargo Financial April 2007 - Present
Education
University of Phoenix 2005 — 2008
Bank of America November 2010 - Present
Bank of America February 2008 - November 2010
Bank of America August 2006 - February 2008
Bank of America July 2001 - August 2006
Wells Fargo Financial July 1996 - July 2001
The University of South Carolina August 1993 - May 1997
Skills
Banking, Risk Management, Credit, Leadership, Management, Finance, Training, Loans, Financial Services, Analysis, Mortgage Lending, Credit Cards, Financial Risk, Strategic Planning, Commercial Banking
Education
Webster University 2002 — 2003
Master of Business Administration (M.B.A.)
University of South Carolina - The Moore School of Business 1993 — 1997
Bachelor of Science (B.S.), Marketing and Management Information Science
Valeritas, Inc. January 2007 - Present
sanofi-aventis June 2004 - January 2007
Aventis Pharmaceuticals March 2002 - June 2004
Aventis Pharmaceuticals January 1999 - March 2002
Aventis Pharmaceuticals July 1996 - January 1999
Wells Fargo Financial August 1991 - July 1996
Allnet Communications 1991 - 1992
Education
University of Scranton 1987 — 1991
BS, Management
Abington Heights High School 1983 — 1987
Lakeshore High School
Capital One Auto Finance July 2012 - Present
Capital One Auto Finance November 2010 - Present
Carlisle & Gallagher Consulting Group June 2009 - October 2010
THINKCASH FINANCIAL June 2009 - July 2009
SIXTH GEAR SOLUTIONS CORP October 2007 - June 2009
AmeriCredit June 2005 - May 2007
AmeriCredit Financial Services September 2003 - June 2005
WFS May 2003 - September 2003
Wells Fargo Financial March 2003 - May 2003
AmeriCredit Financial Services February 2001 - March 2003
Skills
Vendor Management, Budgets, Risk Management, Training, Project Management, Program Management, Leadership, Process Improvement, Business Development, CRM, Change Management, Start-ups, Software Documentation, Strategy, Sales Operations, Management, Finance, Credit, Loans, Customer Satisfaction, Strategic Planning, Quality Assurance, Call Centers, Portfolio Management, Competitive Analysis, Sales, Sales Management, Credit Risk, New Business Development, Time Management, Customer Service
Education
University of Oklahoma 1988 — 1990
BBA
Wells Capital Management July 2014 - Present
Wells Capital Management November 2009 - July 2014
Wells Fargo Financial September 2006 - November 2009
Strong Financial Corporation January 2001 - September 2006
Skills
Financial Services, FINRA, Mutual Funds, Series 63, Asset Managment, Bloomberg, Fixed Income, Asset Management
Education
University of Phoenix 2004 — 2006
BS, Business Management
Wells Fargo Financial July 2004 - Present
Skills
Process Improvement, Banking, Consumer Lending, Credit, Loans, Credit Analysis
Education
University of Northern Iowa 2000 — 2004
Freddie Mac January 2011 - Present
Kentucky Farm Bureau December 2007 - November 2010
Kentucky Farm Bureau December 2007 - November 2010
BestBuy June 2006 - November 2007
Wells Fargo Financial November 2005 - May 2006
SP Software Pvt Ltd 2002 - 2004
Skills
Manual Testing, QTP, Test Automation, Test Methodologies, Development, Quality Center, Quality Assurance, Visual Basic, VBScript, Property & Casualty...
Education
University of Pune
B.Tech, Computers
Wells Fargo January 2014 - Present
Wells Fargo February 2013 - January 2014
Wells Fargo March 2012 - February 2013
Wells Fargo October 2010 - February 2012
Wells Fargo Financial July 2009 - September 2010
Skills
Credit, Mortgage Lending, Banking, Commercial Banking, Financial Analysis, Retail Banking, Financial Modeling, Relationship Management, Risk Management, Microsoft Excel, Microsoft Office, Corporate Finance, Data Analysis, Sales, Business Development, Management, New Business Development, Portfolio Management
Education
University of Rochester 2005 — 2009
Bachelor of Arts, Health & Society
Wells Fargo Financial Consumer Loan Underwriter 2Wells Fargo Home MortgageDecember 2004 - January 2007
Education
University of Phoenix
Business Management
Stonhard September 2014 - Present
Baker Group October 2006 - September 2014
Iowa Realty 2005 - September 2014
Wells Fargo Financial August 1998 - October 2006
John Hancock Financial 1997 - 1998
Skills
Contract Negotiation, Management, Team Building, Customer Service, Sales, LEED, Sales Management, Business Planning, Project Planning, HVAC, Construction, Budgets, Construction Management, Security, Selling, Building Automation, Business Development, Real Estate, New Business Development, Contract Management, Strategic Planning, Account Management, Negotiation
Education
University of Northern Iowa 1993 — 1997
Finance, Finance
Austin High School 1989 — 1993
Wells Fargo Financial Database AnalystWells Fargo Home EquityJune 2009 - Present
Education
University of Northern Iowa 1995 — 1999
Wells Fargo October 2013 - Present
Wells Fargo Home Mortgage June 2009 - October 2013
Wells Fargo Financial December 2006 - June 2009
Walgreens June 2006 - January 2007
Skills
Mortgage Lending, Loans, Credit, Mortgage Banking, Loan Origination, Refinance, FHA, Credit Analysis, Banking, Residential Mortgages, Commercial Lending, USDA, Underwriting, Consumer Lending, FHA financing, Commercial Banking, Financial Analysis, Portfolio Management
Education
University of Northern Iowa 2003 — 2006
Marketing, Business
University of Northern Iowa 2003 — 2006
Bachelor's degree, Business
Element Financial Corporation December 2011 - Present
TD October 2011 - December 2011
EcoHome Financial February 2008 - February 2011
Accredited Home Lenders August 2006 - January 2008
Wells Fargo Financial August 2005 - August 2006
DBS Vickers Securities 2002 - 2005
PT. Masindo Arta Securities April 2000 - May 2002
PT. BANK NEGARA INDONESIA (Persero) Tbk. March 1998 - March 2000
UBS September 1996 - March 1998
HSBC August 1991 - September 1996
Skills
Securities, Credit, Capital Markets, Financial Analysis, Trading, Funding, Loans, Investments, Mortgage Lending, Bonds, Mutual Funds, Portfolio Management, Accounting, Banking
Education
University of Oregon 1984 — 1986
M.A., International Studies
University of Oregon 1981 — 1984
B.A., Economics
International School Manila 1971 — 1981
High School Diploma/ IB (International Baccalaureate) Diploma/ Honours
Wells Fargo Financial November 2006 - Present
Education
University of South Alabama 2002 — 2006
Marketing, E-commerce
John Deere Financial August 2014 - Present
John Deere Financial June 2012 - Present
John Deere Financial January 2010 - June 2012
John Deere Financial April 2007 - December 2009
Wells Fargo Financial June 2003 - April 2007
John Deere Financial August 2002 - May 2003
John Deere Financial December 2001 - July 2002
John Deere Financial May 1999 - November 2001
John Deere Financial August 1997 - April 1999
John Deere Financial December 1995 - July 1997
Education
University of Northern Iowa 1989 — 1993
BA, Accounting
Ferring Pharmaceuticals January 2014 - Present
Clear Channel Radio August 2012 - December 2013
Lamar Advertising May 2010 - August 2012
Wells Fargo Financial October 2006 - May 2010
Hammer Lumber Co. June 2004 - December 2004
Skills
Sales, Direct Sales, Account Management, Selling, B2B, Cold Calling, Sales Process, Advertising Sales, New Business Development, Negotiation, Radio Promotions, Online Marketing, Social Media Marketing, Social Networking, Marketing Communications, Digital Media, Copywriting, Digital Marketing, Media Buying, Email Marketing, Product Marketing, Strategic Planning, Sales Management, Sales Operations
Education
University of Oregon 2000 — 2005
Economics
LenderLive Network, Inc. June 2012 - Present
Wells Fargo Financial March 2011 - June 2012
Wells Fargo March 2011 - June 2012
Project Resources Group May 2010 - March 2011
PROJECT RESOURCES GROUP May 2010 - March 2011
Assurity Financial Services May 2007 - March 2010
Assurity Financial Services May 2007 - March 2010
B.U.F.F. BROTHERS August 2005 - March 2007
SUNGARD INSURANCE SYSTEMS May 1996 - April 2003
Prudential Insurance September 1989 - May 1996
Skills
HTML, SQL, Microsoft Office, C#, XML, ASP.NET, Microsoft SQL Server, AJAX, .NET, JavaScript
Education
University of Notre Dame 1985 — 1989
B.S.E.E., Electrical & Computer Engineering
University of Notre Dame, Notre Dame 1985 — 1989
B.S, Electrical and Computer Engineering
IGT December 2005 - April 2009
Wells Fargo Financial May 2004 - December 2004
Bank of America 1999 - 2002
Skills
Web Applications, Application Design, Application Development
Education
University of Phoenix 1987 — 1989
MBA, General Busingess
Washington State University 1978 — 1986
BS, Electrical Engineer
Washington State University 1978 — 1983
BS, Computer Science
Washington State University 1978 — 1983
BS, Mathematic
Montana Harley-Davidson March 2007 - Present
Wells Fargo Financial October 2006 - March 2007
Education
University of Puget Sound 2002 — 2006
Business, International
Wells Fargo Bank August 2010 - Present
Wells Fargo Bank March 2007 - Present
Wells Fargo Financial March 2005 - March 2007
WELLS FARGO FINANCIAL CA March 2005 - March 2007
DAP PRODUCTS, INC October 2002 - December 2004
DAP July 2000 - December 2002
FSR July 2000 - October 2002
Education
University of Notre Dame 1996 — 2000
Bachelors, Sociology
University of Notre Dame 1996 — 2000
bachelor, Sociology
UNIVERSITY OF NOTRE DAME, Notre
Bachelor of Arts, Sociology
WHS
Superior Insurance, LLC July 2012 - Present
Liberty Mutual November 2008 - July 2012
Wells Fargo Financial November 2006 - October 2008
Merrill Lynch May 2005 - August 2005
Skills
Underwriting, Insurance, Life Insurance, Credit, Commercial Insurance, Fixed Annuities, Customer Service, Property & Casualty..., Retirement Planning, Credit Analysis, Term Life Insurance, Strategic Financial..., Disability Insurance, Legal Liability
Education
University of South Carolina-Columbia 2002 — 2006
Bachelors, Marketing, Finance, Spanish
PNC Financial Services March 2015 - Present
PNC Financial Services April 2010 - March 2015
A division of PNC Bank February 2008 - March 2015
National City Bank October 2003 - February 2008
PNC Bank December 2000 - October 2003
PNC Financial Services Group 2000 - 2003
Wells Fargo Financial 1995 - 2000
Skills
Consumer Lending, Loans, Credit, Small Business Lending, Retail Banking, Credit Analysis, Management, Cross Selling, Branch Banking, Relationship Management, Coaching, Sales, Banking, Loan Origination
Education
University of Pittsburgh 1989 — 1993
BA, Business
Ocean City Home Bank November 2009 - Present
Wells Fargo Financial April 2008 - November 2009
Education
University of Pittsburgh 2004 — 2008
Bachelors, Business Finance
SENTEL Corporation (FAA) December 2013 - Present
US Airways June 2009 - December 2013
Yoh IT (Harris Computer Systems) February 2009 - May 2009
Washington Mutual July 2007 - March 2008
Bank of America February 2007 - June 2007
Wells Fargo Financial March 2006 - December 2006
Skills
PMP, SQL, PL/SQL, Oracle, Hyperion, SQL Server, Unix, Tomcat, Java, War, SSIS, .NET, Python, JavaScript, HTML, Requirements Analysis, Web Services, Hibernate, SOAP, WSDL, BPEL, Microsoft SQL Server, Java Enterprise Edition, Software Development
Education
Villanova University 2008 — 2008
Master Certificate in IS/IT Project Management, Project Management
University of Phoenix 2004 — 2007
MBA, Master Business Admin
Manhattan College 1993 — 1998
BS, Chemistry
Monsignor McClancy 1989 — 1993
Diploma
lia sophia November 2008 - Present
Wells Fargo Financial 2006 - 2007
1st Summit Bank 2002 - 2006
Education
University of Pittsburgh 2000 — 2002
XOOM Energy February 2015 - Present
Combat Medical Systems October 2014 - February 2015
Liberty Healthcare inc. September 2013 - September 2014
Time Warner Cable October 2012 - September 2013
Wells Fargo Financial August 2011 - February 2012
Century 21 Alliance January 2009 - April 2011
Comcast October 2006 - December 2008
Comcast Cable April 1996 - October 2006
Comcast January 1994 - April 1996
Skills
PeopleSoft, Adobe Creative Suite, SharePoint Designer, SQL, Cable Management, NICE, Aspect, Quality Assurance, Risk Management, Cable Data, Microsoft Office, SAP, Learning Management..., Web Design, Leadership Development, Coaching, COBOL, Intranet, Succession Planning, Employee Benefits, Budgets, Leadership, Onboarding, Training, Performance Management, Management, Employee Relations, Customer Service, Interviews, Employee Training, Human Resources, ICOMS, Agile Project Management, Project Mangement, Digital Convergence, Customer Retention, Workforce Planning, Telecommunications, Sales, College Recruiting, Project Management
Education
University of Phoenix 2003 — 2005
Master, Organizational Management
Mt. Vernon College 1988 — 1992
B.A, Business Administration
Iroko Pharmaceutical, LLC / inVentiv Health November 2013 - Present
AstraZeneca Pharmaceuticals / Publicis Touchpoint Solutions May 2009 - November 2013
Wells Fargo Financial September 2006 - March 2009
Regions Bank August 2003 - September 2006
Skills
Credit, Customer Service, Time Management, Customer Relations, Excel, Direct Sales, Inside Sales, Microsoft Office, Cardiology, Leadership, Managed Care, Management, Marketing, Microsoft Excel, Product Launch, Sales, Sales Operations, Selling, Pharmaceutical Sales, Pharmaceutical Industry
Education
University of South Alabama 2003 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Northwest Benefit Solutions October 2007 - Present
Northwest Benefit Solutions February 2007 - Present
Wells Fargo Financial August 1986 - September 2006
Education
University of Puget Sound 1969 — 1973
Business, Marketing and Education
University of Puget Sound
BS, Education and Business
Commerce Bank October 2013 - Present
Summit Bank (Oklahoma) September 2012 - October 2013
American Bank of Commerce February 2009 - September 2012
Wells Fargo Financial January 2008 - February 2009
Skills
Commerical Real Estate..., Small Business Lending, Commerical Loan..., New Business Development, Financial Analysis, Business Relationship..., Networking, Loans, Strategic Financial..., Financial Modeling, Credit, Commercial Lending, Commercial Banking, Financial Services, Credit Analysis, Underwriting, Business Development, Banking, Account Management, Corporate Finance, Credit Risk, Retail Banking, Risk Management, Finance, Mortgage Lending, Consumer Lending, Treasury Management, Portfolio Management
Education
University of Oklahoma - Price College of Business 2003 — 2007
BBA, Marketing
Union High School
Wells Fargo February 2012 - Present
Wells Fargo Bank August 2010 - March 2012
Wells Fargo Financial December 2009 - July 2010
Fund for the Public Interest July 2008 - December 2008
University of Notre Dame March 2008 - May 2008
University of Notre Dame August 2005 - May 2008
Education
University of Notre Dame 2004 — 2008
BA, Psychology, Peace Studies
Wells Fargo November 2014 - Present
Bank of America June 2012 - June 2014
Wells Fargo Financial April 2011 - May 2012
Bank of America December 2010 - March 2011
SecurView December 2007 - December 2009
Skills
Test Planning, Agile Methodologies, SQL, XML, SDLC, Unix, QTP, Microsoft SQL Server, Requirements Analysis, Quality Center, Requirements Gathering, System Integration..., User Acceptance Testing, Teradata, Toad, Test Automation, HP QTP
Education
University of Pune
Master's degree, Computer Science
University of Pune
Bachelor's degree, Computer Science
State Farm January 2013 - Present
Comcast September 2011 - January 2013
Comcast September 2011 - December 2012
Brink's, Inc March 2010 - May 2011
Brink's, Inc January 2010 - March 2010
Copylite Products LLC March 2007 - February 2009
Wells Fargo Financial January 2006 - March 2007
Copylite Products LLC March 2004 - January 2006
Kentucky Fried Chicken September 2002 - March 2004
MISSIONARYThe Church of Jesus Christ of Latter Day Saints January 1999 - January 2001
Skills
Problem Solving, Customer Service, Administration, Employee Relations, Outlook, Direct Sales, Human Resources, Interviews, Management, Sales, Sales Operations, Selling, System Administration, Training, Customer Satisfaction, Marketing Strategy, Purchasing, Sales Process, Team Building
Education
University of Phoenix 2006 — 2009
Bachelor, Business & Management
University of Phoenix
Bachelor of Science, Business Management
VMTurbo May 2015 - Present
Schneider Electric April 2013 - April 2015
Schneider Electric October 2011 - March 2013
APC by Schneider Electric November 2009 - October 2011
Wells Fargo Financial June 2007 - August 2008
Skills
Solution Selling, Data Center, Sales, Direct Sales, Account Management, Sales Process, Networking, Partner Management, UPS systems, Salesforce.com, Management, Sales Management, Program Management, Leadership, New Business Development, Energy Management, Channel Partners, Sales Operations, Customer Retention, Channel, Information Technology, Telecommunications, Customer Acquisition, Infrastructure..., Energy, Customer Satisfaction, Infrastructure, Cold Calling, Virtualization, Enterprise Software, Channel Sales, Strategic Account...
Education
University of Rhode Island 2003 — 2008
Bachelors, Philosophy
The Members Group January 2015 - Present
The Members Group July 2011 - Present
Federal Home Loan Bank of Des Moines 2007 - August 2011
Iowa Student Loan Liquidity Corporation 2006 - 2007
Wells Fargo Financial 2001 - 2006
Skills
Microsoft SQL Server, SSIS, TFS, Database Administration, Database Design
Education
University of Northern Iowa 1996 — 2001
B.A., Finance
Wells Fargo Financial Student AssistantUNI Media RelationsFebruary 2006 - November 2008
Education
University of Northern Iowa 2005 — 2009
Finance
SWC Technology Partners June 2014 - Present
McGladrey November 2013 - June 2014
PSC Group, LLC July 2010 - November 2013
Cancer Treatment Centers of America August 2009 - July 2010
Wells Fargo Financial November 2007 - August 2009
Skills
ASP.NET, Microsoft Exchange, SSRS, SDLC, SharePoint, IT Strategy, Microsoft SQL Server, Integration, .NET, Enterprise Architecture
Education
University of Northern Iowa 2002 — 2006
Management of Information Systems
Amgen June 2012 - Present
Berkeley HeartLab, Inc. 2010 - Present
Wyeth Pharmaceuticals January 2007 - December 2009
Wyeth Pharmaceuticals June 2003 - December 2006
VaxServe June 2001 - June 2003
Wells Fargo Financial September 2000 - May 2001
Skills
Hospitals, Pharmaceuticals, Contract Negotiation, Selling, Consultative Selling, Speaker Development, Product Launch, Niche Marketing, Account Management
Education
University of Scranton 1996 — 2000
Bachelor of Arts, History
Wells Fargo Home Mortgage October 2010 - Present
Wells Fargo Financial September 2007 - November 2010
Education
University of Pittsburgh 1990 — 1992
Business Administration
Allentown Central Catholic High School 1986 — 1990
R&L Carriers August 2012 - Present
Nebraska Transport Company November 2011 - August 2012
R&L Carriers 2012 - 2012
Jacobson Companies March 2010 - November 2011
C.H. Robinson Worldwide, Inc. August 2006 - March 2010
Wells Fargo Financial October 2003 - September 2006
Education
University of Northern Iowa 1995 — 1999
Business, Finance
Summit Funding, Inc. August 2014 - September 2015
imortgage January 2011 - August 2014
Bank of America 2005 - 2009
Wells Fargo Financial 2003 - 2005
Deutsche Bank 2002 - 2003
Goldman Sachs Asset Management 1999 - 2002
Skills
Credit, Banking, Credit Analysis, Loans, Mortgage Lending, Investment Properties, Mortgage Banking, Sales, Jumbo Mortgage, FHA financing, VA Financing, USDA Rural Housing, Down Payment Assistance, Financial Analysis, Financial Modeling, Credit Risk, Investments, New Construction Lending, FHA, New Home Sales, Refinance, USDA, VA loans, VA Loans, FHA Financing, Real Estate, First Time Home Buyers, Residential Homes, Real Estate Transactions, Loan Origination, Management, REO, Single Family Homes
Education
University of San Francisco 1994 — 1998
BS Finance, Economics
Wells Fargo Financial System EngineerCerner Corporation2006 - 2009
Education
University of Northern Iowa
Wells Fargo Financial January 2010 - Present
Wells Fargo Financial April 2009 - December 2009
Wells Fargo Financial June 2008 - March 2009
Wells Fargo Financial May 2007 - May 2008
Education
University of Pittsburgh 2002 — 2006
Bachelor of Science, Psychology
Plaza Bank 2015 - Present
CDC Small Business Finance 2012 - 2014
CDC Small Business Finance 2012 - 2012
First Citizens Bank 2011 - 2012
Pacific Capital Bancorp 2010 - 2011
First Citizens Bank 2010 - 2010
La Jolla Bank, FSB 2007 - 2010
Wells Fargo Financial 2006 - 2007
Foundation Capital Group 2005 - 2006
Foundation Capital Group 2004 - 2005
Skills
Commercial Lending, Credit, Loans, Loan Origination, Small Business Lending, Credit Analysis, Commercial Banking, Mortgage Lending, Loan Servicing, Credit Risk, Commercial Mortgages, Banking, Underwriting, Refinance, SBA, Management, Relationship Management, Business Development, Portfolio Management, Loan Modifications, Mortgage Banking, Residential Mortgages, Loss Mitigation, Financial Analysis, Commercial Real Estate
Education
University of Phoenix
Bachelor of Science (B.S.), Business Management
SunTrust Bank May 2012 - Present
Fifth Third Bank May 2011 - May 2012
Wells Fargo Bank October 2010 - May 2011
Wells Fargo Financial November 2003 - September 2010
Skills
Loans, Cross Selling, Credit, Credit Analysis, Small Business Lending, Portfolio Management, Loan Origination, Financial Risk, USDA, Home Equity Loans, Home Equity Lines of..., Refinance, FHA, VA loans, Finance, Financial Services
Education
University of Rhode Island 2000 — 2004
Communications
North Kingstown High School 1994 — 1998
University of Iowa Community Credit Union July 2015 - Present
Wells Fargo Home Mortgage May 2006 - June 2015
Wells Fargo Financial May 2006 - September 2010
Veridian Credit Union May 2005 - May 2006
Skills
Credit, Refinance, Loans, Mortgage Banking, Loan Origination, Mortgage Lending, FHA, Consumer Lending, Credit Analysis, Residential Mortgages, FHA financing, VA loans, Lines Of Credit, USDA, First Time Home Buyers, Referrals, Real Estate Financing, Home Equity Lines of..., Home Equity Loans, Mortgage Servicing
Education
University of Northern Iowa 2003 — 2007
Finance, Finance, General
Hunt Electric Corporation June 2015 - Present
Inland Label November 2013 - January 2015
Inland Label April 2013 - November 2013
Inland Label October 2012 - March 2013
Dominium June 2011 - September 2012
City of La Crosse, Human Resources Department September 2010 - May 2011
YMCA December 2008 - April 2011
Wells Fargo Financial August 2009 - January 2010
Skills
Microsoft Excel, Customer Service, Microsoft Office, Time Management, PowerPoint, Outlook, Microsoft Word, Human Resources, Employee Benefits, Benefits Administration, Interviews, New Hire Orientations, Ceridian, Training
Education
University of Wisconsin-La Crosse 2007 — 2011
BS, Management with an emphasis in Human Resources; Organization and Professional Communication minor
University of Otago 2010 — 2010
Business Administration and Management, General
Wells Fargo Home Mortgage October 2010 - Present
Wells Fargo Financial April 2009 - October 2010
Skills
Underwriting, Loans, FHA, Credit, Banking, Mortgage Lending, Credit Analysis, Portfolio Management, Risk Management, Financial Analysis, Finance, Consumer Lending, Credit Risk, Mortgage Banking
Education
University of Sioux Falls 2004 — 2006
BA business administration, business
DaVita June 2011 - Present
WEST COAST MANUFACTURING CONSULTANTS, LLC January 2009 - March 2011
SELECT BUSINESS CREDIT January 2007 - July 2009
CAPITALWERKS, LLC April 2003 - December 2006
UPS April 2001 - March 2003
Wells Fargo Financial January 1997 - January 2000
Skills
Leadership, Management, Analysis, Strategy, Training
Education
KELLER GRADUATE SCHOOL OF MANAGEMENT 2009 — 2011
Masters, Accounting and Financial Management
University of Oregon 1993 — 1997
B.S., Sociology, Business Administration
Dun and Bradstreet August 2013 - Present
PACCO October 2012 - September 2013
wells fargo May 2009 - October 2012
Wells Fargo Financial May 2009 - October 2009
Chrysler Financial March 2008 - May 2009
Chrysler Financial January 2006 - March 2008
Chrysler Financial April 2005 - January 2006
Chrysler Financial February 2004 - April 2005
Skills
Credit Risk, Credit Analysis, Dealer Management, New Business Development, Business Process..., Sales Management, Risk Management, Loans, Financial Services, Portfolio Management, Management, Underwriting, Finance, Credit, Relationship Management, Customer Service, Process Improvement, Banking, Call Centers, Analysis, Customer Satisfaction, Leadership
Education
University of Phoenix 2001 — 2003
Business Management, Management - Analytic Decision Making
Wells Fargo Financial January 2010 - Present
Wells Fargo Home Mortgage April 2009 - January 2010
Chase Home Finance January 2007 - December 2007
Bank of America August 2002 - January 2007
Skills
Mortgage Lending, Credit, Loans, Banking, Credit Analysis, Credit Cards, FHA, Customer Service, Leadership
Education
University of Phoenix 2003 — 2005
MBA, Global Management
University of Southern California 1994 — 1998
BA, Economics
Wells Fargo Financial March 2010 - Present
Skills
Mortgage Banking, Loans, Mortgage Lending, FHA, Loan Origination, Commercial Lending, Credit Analysis, Credit
Education
University of Phoenix
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Wells Fargo Financial December 2011 - Present
HSHS Medical Group April 2010 - October 2011
Burns Engineering, Inc August 2007 - July 2009
Skills
Microsoft Office, Word, Access, Excel, PowerPoint, Outlook, Lotus Notes, AS400, Quicken, Accpac, Type 75+ wpm, Numeric Data Entry...
Education
University of Phoenix 2008 — 2012
Bachelor's degree, Business Administration, Management and Operations
Allstate June 2012 - Present
Wells Fargo Financial 2011 - 2012
Sears January 2006 - January 2009
adidas January 2006 - January 2008
Skills
Sales, Management, Customer Service, Customer Satisfaction, Credit
Education
University of Phoenix 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
West Valley High School
Graduate, Business Administration and Management, General
OrthoPros, Inc. October 2012 - Present
Total Orthopedics, Inc. October 2011 - October 2012
Wells Fargo Financial June 2007 - March 2010
Education
University of Phoenix 2005 — 2007
Master of Business Administration (M.B.A.), Finance, General
University of Vermont 1998 — 2002
Bachelor of Arts (B.A.), English Language and Literature, General
Gauss House Mom September 2004 - Present
Wells Fargo Financial May 1998 - January 2005
Skills
Customer Service
Education
University of Northern Iowa
Bachelor's degree, Business Administration and Management, General
First Tennessee Bank May 2012 - Present
First Tennessee Bank April 2010 - May 2012
Wells Fargo Financial January 2005 - April 2010
Countrywide Mortgage Services 2002 - 2005
Skills
Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Finance, Loans, Banking, Credit, Mortgage Lending
Education
University of Phoenix 2011 — 2014
Associate's Degree, Psychology
University of Phoenix
Bachelor's Degree, Psychology
Wells Fargo July 2014 - Present
Wells Fargo Home Mortgage June 2012 - July 2014
Wells Fargo Home Mortgage January 2011 - June 2012
Wells Fargo Financial January 2007 - January 2011
Wells Fargo Financial June 2005 - January 2007
Skills
Credit, Loans, Management, Mortgage Lending, Portfolio Management, Risk Management, Finance, Credit Risk, Financial Services, Consumer Lending, Loan Origination, Credit Analysis, Financial Risk
Education
University of Phoenix 2000 — 2004
Bachelor’s Degree, Business Managment