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
Wells Fargo October 2012 - Present
Wells Fargo Home Mortgage February 2010 - September 2012
Wells Fargo Financial April 2010 - August 2010
Walgreens May 2008 - June 2010
Windham Baseball/Softball Org April 2005 - July 2006
Ingram Senior Center January 2005 - June 2005
Skills
Microsoft Excel, Customer Service, Marketing, Time Management, Management, Mortgage Lending, Residential Mortgages, Private Banking, FHA, Access, Mortgage Banking, Credit, Refinance, Real Estate, Retail, Finance, Selling, Sales, Financial Analysis, Social Networking
Education
Bryant University 2006 — 2010
BSA, Marketing and Communication
University of New South Wales 2009 — 2009
Bachelor of Business Administration (BBA), Finance and Marketing
Goldman Sachs June 2009 - Present
Select Portfolio Servicing September 2008 - June 2009
Wells Fargo Financial June 2007 - September 2008
Skills
Fixed Income, Finance, VBA, Portfolio Management, SQL, MS Project, Visio, Analysis, Six Sigma, Economics, Derivatives, Capital Markets, Java, Bloomberg, Data Analysis, Risk Management, Corporate Finance, Financial Analysis, Options, Projects, Investments, Financial Modeling, Valuation, Due Diligence, Hedge Funds, Global Projects, Cello, UML Tools, WACC, Key Performance..., Precedent Transactions, Free Cash Flow, Leveraged Finance, Return on Investment, LBO, Mergers & Acquisitions, Operations Management, Sunguard, Booking Systems, CAPM, capi, Equities, Credit, Financial Risk, Investment Banking, Credit Derivatives, Bloomberg Terminal, Asset Management, Strategy, Swaps
Education
University of Utah - David Eccles School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Information Systems
Brigham Young University - Idaho 2004 — 2007
Bachelor's Degree, Economics / Minor in Music
Conservatory of Music "Las Rosas" 1997 — 2000
Cello performance
Wells Fargo October 2014 - Present
First Tech Federal Credit Union January 2014 - October 2014
Fifth Third Bank June 2013 - January 2014
Fifth Third Bank November 2011 - June 2013
Fifth Third Bank November 2009 - November 2011
Wells Fargo Financial June 2002 - October 2009
Brainbuzz.com Inc. June 1999 - May 2002
Brown University September 1997 - June 1998
Skills
Retail Banking, Small Business Lending, SBA, Consumer Lending, Investments, Series 6, Series 63, Insurance, Recruiting, Talent Optimization, People Development, Consultative Sales..., Consultative Sales..., Underwriting, New Business Development, Project Management, Persuasive Presentations, Engaging Public Speaker, Managerial Finance, Business Strategy..., Strategic Business..., Executive Coaching, Sales Management, Talent Management, Team Building, Banking, Loans, Commercial Lending, Credit, Credit Analysis, Leadership, Commercial Mortgages, Treasury Management, Lines Of Credit, Mergers & Acquisitions, Credit Cards, Loan Origination, Deposits, Merchant Services, Relationship Management, Branch Banking, Commercial Banking, Cross Selling, Executive Management, Mortgage Lending, Management, Sales, Financial Services, Finance
Education
Brown University 1995 — 1999
Bachelor's degree, Non-Profit/Public/Organizational Management
Applegate Tax & Accounting LLC December 2014 - Present
Integrity Financial: Gurwell Tax & Consulting LLC December 2010 - December 2014
SNI Companies April 2010 - September 2010
Architectural Wall Systems Co. December 2008 - January 2010
Winterset Community School District September 2004 - December 2008
Wells Fargo Financial 2001 - 2004
Deloitte July 1998 - January 2001
Skills
Financial Reporting, Finance, GAAP, Accounting
Education
Buena Vista University 1994 — 1998
BA, Accounting
Farmers Insurance July 2013 - Present
Farmers Insurance Group of Companies May 2011 - July 2013
FARMERS INSURANCE June 2007 - May 2011
2005-2007FARMERS INSURANCE June 2005 - June 2007
Wells Fargo Financial April 2004 - June 2005
AT&T Broadband and Monitronics, Inc. May 2001 - August 2002
Skills
Insurance, Underwriting, Property & Casualty..., Commercial Insurance, Claim, Casualty, Legal Liability, General Insurance, Commercial Lines, Liability, Workers Compensation, Professional Liability, Risk Management, Customer Service, Claims Management, Homeowners, Health Insurance, Life Insurance, Fixed Annuities, Microsoft Excel
Education
Brigham Young University 2001 — 2004
Bachelor of Science, Business Management; Financial Services
Financial Industry Technical Services, Inc. (FITS-Inc.) September 2010 - Present
Wells Fargo Financial September 2008 - September 2010
Kelaher Associates June 2007 - August 2007
Skills
Mortgage Lending, Sales, Asset Managment, Loans, Mutual Funds, Securities, Finance, Financial Services, Financial Analysis, Management Consulting, Business Process..., Refinance, Banking, Risk Management, Relationship Management
Education
Brown University 2004 — 2008
B.A., Political Science
Fifth Third Bank May 2014 - Present
Guerrero Howe Custom Media January 2012 - April 2014
Direct Mortgage Exchange, LLC January 2008 - December 2011
Illinois Mortgage Funding November 2006 - January 2008
Wells Fargo Financial January 2004 - October 2006
Olinger Distributing Company January 2002 - October 2003
PaineWebber June 2000 - December 2000
Skills
Cold Calling, Sales Management, Mortgage Lending, CRM, Credit, Mortgage Banking, Advertising, Training, Marketing, Leadership, B2B, Sales, Sales Operations, Recruiting, Finance, Customer Retention, Loans, Business Development, Salesforce.com, Account Management, Lead Generation, New Business Development, Direct Sales, Sales Process, Sales Presentations, Management
Education
Butler University 1998 — 2003
Bachelor's Degree, Marketing
University of Tasmania 2001 — 2001
Economics Study Abroad Program, Economics
Fenwick
U.S. Cellular April 2014 - Present
U.S. Cellular August 2012 - April 2014
U.S. Cellular January 2012 - August 2012
U.S. Cellular September 2010 - January 2012
Wells Fargo Financial May 2009 - September 2010
Wells Fargo Financial December 2008 - May 2009
Wells Fargo Financial May 2007 - December 2008
Wells Fargo Financial October 2006 - May 2007
Perry Communications Group September 2005 - August 2006
Skills
Sales Leadership..., Workshop Facilitation, Sales Management..., Sales, Retail, Leadership Development, Wireless, Strategy, Training Delivery, Telecommunications, Team Leadership, Store Management, Sales Management, Spanish, Operations Management, Customer Experience, Customer Retention, Finance, Training, Coaching, Mobile Devices, Credit, Team Building, Employee Training, Public Relations, Business Planning, Leadership, Program Management, Recruiting, Management, Sales Operations, Sales Process
Education
Oklahoma State University 2008 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
California State University-Sacramento 2003 — 2005
BS, Business Administration: Marketing Emphasis
Brigham Young University 2002 — 2002
OpenEdge (formerly Accelerated Payment Technologies) June 2010 - Present
CyberSource March 2008 - June 2010
Wells Fargo Financial August 2007 - March 2008
Tahitian Noni International May 2007 - August 2007
Hampton Inn May 2007 - August 2007
Skills
Risk Management, Finance, Credit, Financial Risk, Financial Analysis, Financial Modeling, Portfolio Management, Financial Reporting, Credit Cards, Business Analysis, Strategic Financial..., Relationship Management, Financial Services, Retail Banking, Payments
Education
Brigham Young University 2004 — 2007
BS, Geography with emphasis in Travel and Tourism
Lion's Share Properties, LLC 2014 - Present
Shutter Shot Photo Booth June 2013 - Present
Wells Fargo Advisors April 2010 - October 2012
DeWaay Capital Management December 2007 - March 2010
Wells Fargo Financial January 2007 - December 2007
Skills
Series 7, Series 66, Insurance, Investments, Retirement Planning, Wealth Management, Mutual Funds, Fixed Annuities, Investment Advisory, Asset Allocation, Securities, Series 63, Financial Advisory, Retirement, Strategic Financial..., Financial Planners, Life Insurance, Asset Managment, Series 65, Portfolio Management, Investment Strategies, 401k Rollovers, CRPC
Education
Buena Vista University 2003 — 2006
Bachelor of Arts (B.A.), Entrepreneurial and Small Business Operations
Analytic Partners January 2014 - Present
FACELIFT brand building technologies GmbH September 2012 - August 2013
B. Braun Group December 2011 - September 2012
Samsung Electronics March 2011 - May 2011
AIM Healthcare June 2008 - December 2008
Wells Fargo Financial December 2006 - June 2008
Skills
Outlook, Lotus Notes, QuickBooks, Salesforce.com, Mobile Applications, International Sales, International Business..., Multi-cultural Team..., Brazilian Portuguese, Social Media, Social Media Marketing, Facebook Fan Page..., Facebook Apps, Start-ups, Microsoft Excel, Microsoft Office, Economics, Market Analysis, Portuguese, Marketing Communications, Market Planning, Facebook Marketing, Marketing Strategy, Leadership, Sales, Management, Business Strategy, Facebook, Team Leadership, Market Research, Online Marketing, Spanish, E-commerce, Marketing Management, Business Planning, Strategy, Analytics, Marketing, Analysis, Consulting
Education
CEMS 2010 — 2011
Masters of International Management
Fundação Getúlio Vargas 2011 — 2011
Master's degree, CEMS Intercambio
Nova School of Business and Economics 2009 — 2011
Masters, Finance and CEMs International Management
Buena Vista University 2000 — 2004
Bachelor of Arts Degree, Economics with major; Finance; Math and Management
West Sioux High School 1995 — 2000
High School Diploma
Wells Fargo Bank, NA October 2013 - Present
Merrimack Valley Habitat for Humanity January 2004 - Present
Wells Fargo Bank, NA August 2011 - October 2013
Sovereign Bank December 2009 - August 2011
Northfield Trust May 2006 - December 2009
Domania.com February 2000 - April 2001
Wells Fargo Financial May 1992 - July 1999
Skills
Bilingual-Spanish, Mortgage Lending, Leadership, Sales, Loan Origination, Mortgage Banking, Loans, Customer Service, Credit, FHA, Refinance, Residential Mortgages, Credit Analysis, Consumer Lending, FHA financing, Team Leadership, Relationship Management, Cross Selling, Financial Services, Spanish, Retail Banking, Finance, First Time Home Buyers, Investment Properties, USDA, Customer Retention, Project Management, Recruiting, Hiring and..., Strategic Planning and..., Partnership Development, Customer Referrals, Community Relations, Sales/Forecast..., Spanish Fluency, Cross-Marketing, Banking, Management, Real Estate, FHA Financing, Reverse Mortgages, Construction Loans, VA loans, Community Development, Partnerships, Mortgage Underwriting
Education
Bryant University 1988 — 1992
Bachelor of Science, Finance
Launch IT Corp. January 2012 - Present
Salem Associates Inc. March 2003 - December 2011
Productivity Point International 2000 - 2003
Wells Fargo Financial September 1997 - 2000
Skills
Account Management, Strategic Planning, Project Management, Business Strategy, Sales, Business Analysis, Team Leadership, Vendor Management, Marketing, Business Development, Leadership, Management, Process Improvement, Recruiting, Budgets, Strategy, Program Management, Business Intelligence, Change Management, CRM, Product Development, Consulting, Software Development
Education
Buena Vista University 1991 — 1995
Bachelor's Degree, Banking Finance
Urbandale High School 1988 — 1991
Lincoln Elementry
McGowen, Hurst, Clark & Smith, P.C. July 2015 - Present
McGowen, Hurst, Clark & Smith, P.C. September 2013 - June 2015
Belin McCormick, P.C. September 2012 - September 2013
RSM McGladrey November 2009 - October 2012
First Federal Iowa July 2009 - October 2009
Wells Fargo Financial May 2008 - September 2008
Avera Health January 2008 - January 2008
Farley's & Sathers Candy Company June 2006 - September 2007
Skills
Manufacturing, Property Tax, Warehousing, ProSystem fx Tax, Tax, CPA, Accounts Payable, Tax Returns, Financial Reporting, Accounting, GAAP, Auditing, Financial Accounting, General Ledger, Financial Analysis
Education
Buena Vista University 2005 — 2009
Bachelor of Arts, Double Major in Accounting & Finance
Sioux Valley-Round Lake-Brewster High School 1992 — 2005
Beyoutify by Charlene June 2014 - Present
Oracle March 2013 - Present
Level Medical Integration Systems September 2010 - December 2014
BE Wedding and Shop.com January 2013 - June 2014
Wells Fargo Financial June 2009 - September 2010
Skills
Sales, Marketing, Business Development, Training, Sales Operations, Nonprofits, Team Building, Customer Service, Healthcare, Start-ups, Product Development, Sales Process, Public Speaking, Social Media Marketing, Direct Sales, Social Networking, Leadership, Cold Calling, Market Research, Salesforce.com
Education
Bryant University 2005 — 2009
Bachelor of Science in Business Administration, Concentration: Management and Marketing; Minor: Psychology
MELROSE HIGH SCHOOL 2001 — 2005
Implus Corporation March 2015 - Present
TaylorMade-adidas Golf Company March 2014 - March 2015
Reebok September 2008 - February 2014
River Financial Group June 2007 - September 2008
Wells Fargo Financial December 2006 - May 2007
Skills
Sales, Logistics, Corporate Branding, Wholesale, Account Management, New Business Development, Retail, Financial Analysis, Sales Management, Forecasting, Merchandising, Marketing, Apparel, Footwear, Management
Education
Bowling Green State University 2002 — 2006
BSBA, Finance
Enterprise Holdings June 2015 - Present
Lennox International January 2014 - April 2015
Lennox International June 2010 - January 2014
Wells Fargo Financial August 2006 - January 2010
Comcast Cable September 1999 - June 2005
Skills
Mortgage Lending, Loans, Customer Service, FHA, Sales Management, Team Building, Account Management, Leadership, Microsoft Excel, Strategic Planning, Pricing, New Business Development, Process Improvement, Customer Retention, Financial Analysis, Finance, Coaching, Microsoft Word, Microsoft Office, Selling, Marketing, Retail, Training, Inside Sales, Sales Process, Sales Operations, CRM, Building Relationships, Sales
Education
University of Phoenix
Bachelor’s Degree, Marketing
Brigham Young University - Idaho
N/A, Business
Olympus High School
Generals, General Studies
Salt Lake Community College
Associate’s Degree, Generals/Business
Southern Virginia University
N/A, Business
Blackboard January 2015 - Present
Ellucian August 2013 - January 2015
Academic Partnerships March 2012 - August 2013
McGraw-Hill Higher Education February 2009 - March 2012
Sanofi-Aventis July 2008 - December 2008
Wells Fargo Financial August 2002 - July 2008
Skills
Selling, CRM, Sales Operations, Strategic Planning, Sales Management, Sales, Customer Service, Coaching, Higher Education, Sales Presentations, Academic Publishing, Account Management, Team Building, Solution Selling, Professional Services, Lead Generation, Managing Complex Sales, Strategic Alliances, Maintaining Strong..., New Account Acquisition, Revenue & Profit Growth, Institutional Sales, Educational Technology, Consultative Selling, Customer Relations, Platform Integration, Leadership, Management, Strategy, Strategic Partnerships, Business Development, Training, Enterprise Software, Content Development, E-Learning
Education
Brigham Young University
Bachelor of Science, Psychology
Bank of America June 2014 - Present
First Citizens Bank August 2011 - June 2014
Wells Fargo Bank August 2010 - August 2011
Wells Fargo Financial January 2010 - July 2010
Madison Memorial Hospital September 2009 - December 2009
Pinnacle Security February 2007 - August 2009
Skills
Customer Service, Excel, Spanish, Financial Analysis, Customer Relations, Strategic Planning, Microsoft Excel, Microsoft Office, PowerPoint, Management, Microsoft Word, Outlook, Banking, Sales, Leadership, Marketing, Sales Management, Team Building, Training, Budgets, Risk Management, Team Leadership, Credit, Finance, Small Business Lending
Education
Kennesaw State University - Michael J. Coles College of Business 2012 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services, 4.0
Brigham Young University - Idaho 2004 — 2010
BA, Business Managment
Bank of America July 2010 - Present
Bank of America March 2008 - February 2011
Bank of America May 2006 - March 2008
GE Commercial Finance May 2005 - August 2005
Wells Fargo Financial April 2001 - July 2004
Education
Brigham Young University 2004 — 2006
MBA, Organizational Behavior
Brigham Young University 1998 — 2001
Bachelor of Arts, Marketing Communications
Wells Fargo Auto Finance February 2013 - Present
Wells Fargo Dealer Services August 2011 - January 2013
Wells Fargo Auto Finance November 2006 - September 2011
Wells Fargo Financial: US Consumer July 2004 - November 2006
Wells Fargo Financial March 2003 - July 2004
Wells Fargo Financial July 2002 - March 2003
Skills
Process Improvement, Consulting, Workshop Facilitation, Technical Writing, Credit, Loans, Team Leadership, Cross-functional Team..., Software Documentation, Leadership, Credit Risk, Training, Financial Risk, Business Process, Banking, Mortgage Lending, Business Process..., Loss Mitigation, Consumer Lending, Portfolio Management, Change Management, Project Management, Operational Risk, Curriculum Design, Finance, Credit Analysis, Management, Credit Cards, Financial Services, Team Building, Relationship Management, Vendor Management, Customer Satisfaction, Executive Management, Underwriting, Risk Management, Operational Risk..., Internal Audit, Strategy, Requirements Gathering, Analysis, Business Analysis, Mortgage Servicing, Loan Servicing, Mortgage Banking
Education
Buena Vista University 1999 — 2003
Communications
University of Phoenix
Management
Nuance Communications October 2013 - Present
Nuance Communications September 2008 - October 2013
Nuance Communications September 2008 - July 2011
SHIFT Communications November 2007 - September 2008
SHIFT Communications May 2006 - November 2007
SHIFT Communications March 2005 - May 2006
SHIFT Communications May 2004 - March 2005
Wells Fargo Financial 2002 - 2004
Skills
Integrated Marketing, Media Relations, Public Relations, Social Media, Corporate Communications, Messaging, B2B, Analyst Relations, Press Releases, Social Media Marketing, Facebook, Trade Shows, Event Planning, Strategic Communications, Internal Communications, Mobile Devices, Message Development, Strategy, Marketing Communications, Marketing Strategy
Education
Emerson College 2004 — 2007
Master of Arts, Integrated Marketing Communications
Bridgewater State College 1998 — 2002
BA, Communications/PR
Oliver Ames High School 1994 — 1998
Recreational Boating and Fishing Foundation March 2012 - Present
Weed Man USA August 2011 - March 2012
Team Velocity November 2010 - August 2011
Wells Fargo Financial June 2010 - November 2010
Skills
Marketing, Market Research, Public Relations, Customer Service, Management, Social Media, Microsoft Office, Leadership, Marketing Strategy, Teamwork, Microsoft Word, Social Media Marketing, Report Writing, PowerPoint, Advertising, Customer Relations, Budgets, Microsoft Excel, Public Speaking, Social Networking, Database Management, Direct Marketing, Email Marketing, Data Analysis, Research, Fundraising, Marketing Communications, Analysis, Market Planning, Marketing Research, CRM, Process Scheduler, Event Planning, Team Leadership, Event Management, Training, Editing, Sales, Strategic Planning, Team Building, Online Marketing, Nonprofits, Budgeting, Production, Excel, Word, Scheduling, Outdoor Industry, Outdoor Recreation
Education
Bridgewater College 2006 — 2010
Bachelors of Science, Business Administration and Marketing
Guaranteed Rate April 2011 - Present
Greenpark Mortgage January 2008 - April 2011
Prime Mortgage May 2006 - December 2007
Sallie Mae Home Loans July 2004 - June 2006
Wells Fargo Home Mortgage May 2001 - June 2004
Wells Fargo Financial May 1990 - May 2002
Skills
Mortgage Lending, FHA, Mortgage, Loans, Credit, First Time Buyers, VA, Refinance, Loan Origination, First Time Home Buyers, VA loans, Conventional, USDA, Mortgage Banking, Reverse Mortgages, Purchase, Home, Mortgage Industry, Investment Properties, Real Estate, Mortgage Planning, Conforming, FHA financing, Residential Mortgages, Residential, Debt Consolidation, Loan Structuring, Certified Mortgage..., Government Loans, Construction Loans, Finance, Mortgage Underwriting, Residential Homes, Real Estate Financing, Mortgage Marketing, Financial Structuring, Commercial Mortgages, FHA Financing, VA Loans
Education
Bryant University 1986 — 1990
BS in Business Adminstration, Financial Management
Bryant College
Bachelor of Applied Science (B.A.Sc.), Business Management and finance
Wells Fargo Home Mortgage January 2012 - Present
Wells Fargo September 2010 - January 2012
Wells Fargo Financial February 2000 - September 2010
Education
Brigham Young University 2006 — 2008
BS, Business Management
Ricks College 1992 — 1996
Associates Degree, Business
Strongbrook Direct June 2011 - Present
The Strongbrook Group April 2007 - Present
Wells Fargo Financial October 2005 - December 2007
Skills
Motivational Speaking, Dynamic Speaker, Public Speaking, Marketing, Social Media, Social Media Marketing, Content Writing, Presentations, Sales Presentations, Client Presentation, Presentation Development, Company Presentations, Project Management, Customer Service, Hip-Hop Dance, PowerPoint, Keynote, iMovie, Microsoft Excel, Microsoft Office, Microsoft Word, Mac, Video Editing, Video Production, Podcasting, Recording, Organizational Culture, Pop Culture, Education, Teaching, Copywriting, Magazine Articles, Personal Finance, Personal Development, Real Estate, Mortgage Lending, Life Insurance, Book Writing, Retail, Retail Sales, Merchandising, Business Development, SEO, Finance, Small Business, Investment Properties, Web Marketing, Real Estate Financing, Property Management, Entrepreneurship
Education
Brigham Young University 2001 — 2005
B.A., Political Science, International Politics, German
Arroyo High School 1993 — 1997
Wells Fargo April 2014 - Present
Wells Fargo Home Mortgage January 2013 - April 2014
Wells Fargo August 2012 - January 2013
Freelance Communications Consultant April 2012 - January 2013
Aviva plc June 2010 - April 2012
Wells Fargo Financial September 2000 - June 2010
Wells Fargo 2000 - June 2010
Iowa IABC 2009 - 2010
Progressive Insurance September 1999 - September 2000
ITA Group December 1997 - September 1999
Skills
Internal Communications, Editing, Corporate Communications, Employee Engagement, Marketing Communications, Speech Writing, Strategic Communications, Crisis Communications, Newsletters, Copywriting, Content Management, Marketing, Content Strategy, Press Releases, Leadership, Management, Nonprofits, Media Relations, Public Relations, Strategic Planning, Event Planning, Integrated Marketing, Social Networking, Social Media Marketing, Communication Training, Social Media, Community Development, Communications Planning, Analysis, Content Development, Event Management, Advertising, Web Content, Strategy, Direct Marketing, Blogging, Copy Editing, Publications, Web Content Management, Software Documentation, Brand Development, Time Management, Online Marketing, Email Marketing, Fundraising, Facebook, Proofreading
Education
Iowa State University 1995 — 1997
Bachelor of Arts, Journalism and Mass Communications
Buena Vista University 1991 — 1994
Communications
GCI Health April 2015 - Present
GCI Health January 2014 - Present
GCI Health May 2012 - December 2013
MSLGROUP February 2011 - May 2012
MSLGROUP September 2010 - February 2011
Emanate PR Ketchum June 2010 - August 2010
Wells Fargo Financial June 2009 - July 2010
New Britain City Journal April 2010 - June 2010
Bryant University September 2005 - May 2009
NBC Universal May 2007 - August 2007
Skills
Press Releases, Social Media, Event Planning, Corporate Communications, Public Relations, Strategic Communications, Marketing Communications, Microsoft Office, Crisis Communications, Publicity, Social Media Marketing, Marketing Strategy, Advertising, Facebook, Integrated Marketing, Media Relations
Education
Bryant University 2006 — 2009
James Cook University 2007 — 2007
Study Abroad
Santander Auto Finance Group September 2014 - Present
Santander Bank, N.A. February 2013 - Present
Wells Fargo Home Mortgage/Correspondent Operations December 2010 - February 2013
Wells Fargo Bank February 2004 - December 2010
Wells Fargo Financial June 2000 - February 2004
Wells Fargo Financial January 1996 - February 2000
Skills
Business Process..., Operational Risk, Mortgage Lending, Risk Management, Banking, Credit, Loans, Consumer Lending, Relationship Management, Mortgage Banking, Financial Analysis, Loan Origination, Operational Risk..., Refinance, Underwriting, Mortgage Underwriting, Credit Analysis, Quality Assurance, Management, Sales, Training, Retail Banking, Analysis, Finance, Financial Services, Residential Mortgages, Portfolio Management, Credit Risk, Commercial Lending, Credit Cards, AML, Commercial Banking, Small Business Lending, Bank Secrecy Act, Cross Selling, Risk Assessment, Fraud, Branch Management, Negotiation, Policy, Loan Servicing, OFAC, Deposits, Cash Management, FHA, Insurance, VA loans, Due Diligence, Vendor Management, Marketing
Education
Bryant University
B.S.B.A, Management
Bryant University
A.S.B.A, Management
Blackstone Millville Regional 1983 — 1986
Haitian Roots October 2014 - Present
Snoqualmie Valley School District September 2014 - Present
LPF Hospitality Performance, LLC May 2011 - Present
The Power of Moms September 2012 - September 2013
Starwood Hotels & Resorts August 2006 - May 2011
Starwood Hotels & Resorts Worldwide, Inc. August 2005 - July 2006
Wells Fargo Financial January 2003 - May 2005
Skills
Social Media Marketing, Standards Compliance, project management, Project Management, Social Media, Leadership, Event Management, Customer Satisfaction, Training
Education
Brigham Young University 1996 — 2002
First Virginia Community Bank May 2014 - Present
Isagenix March 2013 - Present
Sport&Health 2007 - Present
Gold's Gym August 2002 - Present
Cardinal Bank March 2011 - May 2014
Kim's Karate December 2010 - September 2011
Wells Fargo Financial 2006 - 2011
Education
Bucknell University 1988 — 1992
Bachelor of Arts, Psychology
Wells Fargo Home Mortgage 2013 - Present
Nationwide Insurance May 2010 - July 2013
Wells Fargo Financial May 2007 - May 2010
Education
Buena Vista University 1997 — 1999
BA, MIS
Rogers & Gray Insurance Agency April 2008 - Present
Wells Fargo Financial September 2007 - April 2008
HSBC Mortgage Services October 2006 - September 2007
Skills
Insurance, Voluntary Employee..., Employee Benefits, Disability Insurance, Life Insurance, Accident Insurance, Critical Illness, Commercial Insurance, Property & Casualty..., Workers Compensation, Underwriting, Health Insurance, Marketing, Customer Service, Account Management
Education
Bryant University 2002 — 2006
Bachelor of Science in BA, Marketing/Psychology
Stefanini June 2012 - Present
TEKsystems January 2011 - Present
Self-Employed IT Consultant July 2004 - Present
Collabera December 2011 - May 2012
Wells Fargo Financial November 2005 - December 2010
TEKsystems 2005 - 2005
RadiSys Corporation 2001 - 2002
Skills
Desktop Support, Laptops, Training Skills, Technical Support, XP, Software Documentation, Desktop Computers, Hardware, Information Technology, Troubleshooting, Windows 7, Windows XP
Education
Buena Vista University 1997 — 2001
BS, Computer Science
Ogden High School, Ogden, IA 1993 — 1997
High School Diploma, High School/Secondary Diplomas and Certificates
CHEP Canada Inc. November 2012 - Present
Mattamy Homes Ltd. January 2012 - September 2012
Maritz Canada September 2010 - August 2011
Wells Fargo Financial January 2006 - August 2010
Wells Fargo Financial December 2003 - December 2005
City of Brampton June 2003 - November 2003
Canadian Waste Services 1994 - 2003
Skills
Change Management, Compensation, Performance Reviews, Performance Management, Talent Management, Succession Planning, Coaching, Organizational..., Employee Relations, Benefits, Employee Engagement, Hiring, Leadership Development, Recruiting, HRIS, Human Resources, Training, Analysis, Leadership, Program Management, Employee Benefits, Management, Payroll, Onboarding, New Hire Orientations, PeopleSoft, Talent Acquisition, Workforce Planning, Applicant Tracking..., Personnel Management, Deferred Compensation
Education
HRPAO
Certificate in HR Management, Human Resources
Brock University
BBA, Human Resources
Korn Ferry
Korn Ferry
Aramark Uniform Services June 2015 - Present
Aramark Uniform Services May 2013 - June 2015
Aramark Uniform Services November 2009 - May 2013
Wells Fargo Financial July 2008 - November 2009
Northwestern Mutual Life 2007 - 2008
Skills
Loans, Credit Cards, Finance, Financial Services, Mortgage Lending, Customer Service, Financial Analysis, Sales, B2B, Leadership, Insurance, Credit, Cold Calling, Customer Retention, New Business Development, Business Development, Salesforce.com, Management
Education
Bradley University 2004 — 2008
Finance, Finance
Cisco October 2014 - Present
Cisco Systems August 2011 - October 2014
Brigham Young University August 2009 - August 2011
Cisco Systems June 2010 - August 2010
Lingenbrink Orthodontics November 2006 - August 2009
Wells Fargo Home Mortgage July 2006 - November 2006
Wells Fargo Financial November 2005 - July 2006
Wells Fargo Financial November 2004 - November 2005
Payless Shoesource January 2004 - November 2004
Skills
Talent Management, Human Resources, Onboarding, Performance Management, Organizational..., Change Management, College Recruiting, Leadership Development, Coaching, Leadership, Process Improvement, Client Facing Skills, HR Consulting, Sales Compensation, Recruiting, Employee Engagement, Project Management
Education
Brigham Young University 2009 — 2011
MBA, Organizational Behavior/Human Resources
Brigham Young University 2001 — 2003
BS, Business Management-Financial Services
Chubb Insurance April 2013 - Present
Marsh March 2004 - April 2013
Wells Fargo Financial July 2002 - March 2004
Commerzbank AG June 2001 - August 2001
Skills
Insurance, Risk Management, Property & Casualty..., Brokers, New Business Development, Casualty, General Insurance, Customer Service, Sales, Banking, Financial Risk, Underwriting, Claim, Workers Compensation, Umbrella Insurance, Finance, Legal Liability, Liability, Reinsurance, Enterprise Risk..., Employment Practices..., Commercial Insurance, Professional Liability, Commercial Lines, Claims Management, Life Insurance, Whole Life, Excess, Inland Marine, Disability Insurance, Captives, Term Life Insurance, Health Insurance, Insurance Brokerage, Casualty Insurance
Education
Brigham Young University 2000 — 2002
BS, Corporate Finance
Tonasket HS
High School/Secondary Diplomas and Certificates
AtriCure, Inc. July 2010 - Present
AtriCure, Inc. July 2010 - March 2012
Warner Chilcott November 2007 - November 2010
Eschelon Telecom April 2006 - November 2007
Wells Fargo Financial May 2004 - April 2006
Skills
Sales Operations, Medical Devices, Sales Process, Sales, Building Relationships, Operating Room, Management, Product Launch, Account Management, Surgeons
Education
Buena Vista University 2000 — 2004
BA, Business
J&L Metal Doors Finance RepresentativeKomatsu Financial2006 - 2007
Wells Fargo Financial 2005 - 2006
Education
Saint Xavier University 2008 — 2009
MBA, Finance
Bradley University 2001 — 2005
Bachelor of Science, Business Management & Administration - Entrepreneurship
Enterprise Rent-A-Car September 2013 - Present
National Car Rental January 2013 - September 2013
Enterprise Rent-A-Car July 2011 - November 2012
A1 Plumbing, Electric, Heat & Cooling, Inc. July 2009 - December 2011
Wells Fargo October 2010 - July 2011
Wells Fargo Financial April 2009 - October 2010
Bimbo Bakeries USA June 2006 - April 2009
Beef Technology, Inc. May 2004 - March 2006
ARAMARK October 2002 - May 2004
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Recruiting, Training, Banking, Employee Training, Coaching, Credit, Customer Satisfaction, Financial Analysis, Management, Sales, Spreadsheets, SAP
Education
Briar Cliff University 2002 — 2006
BA
Morgan Park 1998 — 2002
Emmanuel Christian School
CVS Caremark Corporation July 2014 - Present
Mohegan Sun March 2014 - July 2014
Mohegan Sun June 2012 - March 2014
Citizens Bank August 2010 - June 2013
Citizens Bank August 2010 - January 2012
Wells Fargo Financial May 2010 - August 2010
Wells Fargo April 2010 - August 2010
Nichols College September 2009 - May 2010
Skills
Microsoft Office, Camtasia, Customer Relations, Sales, Entrepreneurship, Research, Finance, Staff Development, Banking, Financial Analysis, Employee Benefits, Microsoft Excel, Credit, Risk Management, Access, Marketing, Analysis, Data Analysis, Outlook, Strategic Planning, Microsoft Word, PowerPoint, Forecasting, Market Research, Analytical Skills, Customer Service, Management, Marketing Analytics, Project Management
Education
Bryant University 2010 — 2012
Masters, Business Administration
Nichols College 2006 — 2010
BS, Finance and Economics
Nichols College 2006 — 2010
Bachelor of Science, Business Administration; Finance and Economics; Economics
Alcon Vision Care September 2013 - Present
The Hershey Company June 2010 - September 2013
Wells Fargo Home Equity September 2009 - June 2010
Wells Fargo Financial April 2005 - September 2009
Skills
Sales, Customer Service, Negotiation, Account Management, Sales Presentations, Marketing, Team Building, Coaching, Relationship Building
Education
Buena Vista University 2000 — 2005
B.A. Marketing with concentrations in Management & Exercise Science
Wells Fargo May 2014 - Present
Wells Fargo February 2013 - May 2014
Wells Fargo Home Mortgage June 2010 - February 2013
Wells Fargo Home Mortgage June 2009 - June 2010
Wells Fargo Financial July 2004 - May 2009
Wells Fargo September 1998 - July 2004
Sears, Roebuck and Co. September 1992 - September 1998
Skills
Mortgage, Risk, Budgeting, Business Process, Risk Management, Call Center, Compliance, Change Management, Quality Assurance, Banking, Credit Risk, Mentoring, Strategic Planning, Documentation, Process Improvement, Business Analysis, Mortgage Lending, Financial Risk, Call Centers, Portfolio Management, Credit, Loans, Credit Cards, Management, Analysis, Finance, Financial Services, Executive Management, Leadership, Training, Vendor Management, Operational Risk, Outsourcing, Consumer Lending, Loan Servicing, Mortgage Banking, Relationship Management, Loss Mitigation, Loan Origination, Mortgage Servicing, Mortgage Underwriting, Credit Analysis, Business Requirements, Team Management, FHA, Commercial Lending
Education
Buena Vista University 1985 — 1989
BA, Management/Marketing
MEDITECH August 2011 - Present
MEDITECH June 2007 - August 2011
Wells Fargo Financial July 2004 - June 2007
Skills
Project Management, Product Marketing, Direct Sales, Business Development, Sales, Management, Product Management, Healthcare, Training, Marketing, Leadership
Education
Bryant University 2000 — 2004
Business Management
Yoga Health Partners September 2013 - Present
Kidding Around Yoga September 2013 - Present
Ascentium Capital November 2012 - September 2013
Leaf Commercial Capital February 2011 - August 2012
Janus Displays 2010 - 2011
CIT April 2007 - February 2009
CitiCapital formerly Copelco Capital 2005 - 2007
Wells Fargo 2004 - 2007
Wells Fargo Financial 2001 - 2005
GE Capital 2001 - 2003
Skills
Sales Management, Credit, Account Management, New Business Development, Sales Process, Marketing, Direct Sales, Program Management, Negotiation, Business Development, Strategic Planning, Solution Selling, Team Leadership, Sales, Budgets, Cold Calling, Relationship Management, Salesforce.com, Risk Management, Financial Analysis, Selling, Pricing, P&L Management, Training, Management, Sales Operations, CRM, Contract Negotiation, Marketing Strategy, Finance, Team Building, Customer Service, Business Strategy, Strategy, Business Analysis, Sales Presentations, B2B, Banking, Forecasting, Process Improvement, Leadership, Key Account Management, Business Planning, Customer Satisfaction, Customer Retention
Education
Brandeis University 1982 — 1986
BA, History
University of Maine 1980 — 1981
Webster Bank May 2012 - Present
HSBC September 2011 - May 2012
Beara Capital January 2008 - May 2011
Ocean Capital, A Division of Home Loan Investment Bank, FSB August 2004 - December 2007
Wells Fargo Financial July 2002 - September 2003
Skills
Assets Recovery, Bridge Financing, Business Relationship..., Capital Markets, Credit Analysis, Distressed Debt, Debt Restructuring, Financial Modeling, Government Loans, Insurance, Investment Banking, Negotiation, New Business Development, Private Equity, Risk Management, Real Estate Transactions, Strategic Advisory, Due Diligence, International Business, Asset Managment, Commercial Banking, Small Business Lending, Asset Management, SBA, Loans, Financial Services, Credit, Retail Banking, Strategy, Mortgage Lending, Treasury Management, Commercial Lending, Business Development, Relationship Management, Commercial Mortgages, Portfolio Management
Education
Bryant University 2003 — 2004
Master of Business Administration, Accounting
Bryant University 1998 — 2002
Bachelor of Science in Business Administration, Finance
La Martiniere for Boys 1986 — 1998
High School, Commerce
Banc Home Loans August 2013 - Present
MASSAGE GREEN 2015 - 2015
Wells Fargo Private Mortgage Banking August 2011 - August 2013
Wells Fargo Home Mortgage May 2007 - April 2012
Wells Fargo Financial June 1987 - June 2007
Skills
Mutual Funds, Loans, Series 24, Mortgage Lending, Sales, Uniform Combined State..., Credit, CRM, Leadership, Refinance, Consumer Lending, Credit Analysis, Relationship Management, Residential Mortgages, Banking, Finance, Sales Management, Commercial Lending, Call Centers, Loan Origination, Financial Services, Mortgage Banking, Management, FHA, Underwriting, Portfolio Management, Risk Management
Education
Southern New Hampshire University 1984 — 1997
Masters, Business Administration - Management
Bryant University 1977 — 1980
Bachelors of Science, Hotel and Restaurant Management
Hewlett-Packard July 2013 - Present
Merck June 2012 - August 2012
Thermo Fisher Scientific August 2008 - August 2011
Wells Fargo Financial April 2007 - August 2008
Skills
Oracle E-Business Suite, Microsoft Office 2007, Financial Analysis, Accounting, Budgeting, Forecasting, Variance Analysis, Management, Budgets, Access, Financial Forecasting, Microsoft Excel, Cross-functional Team..., Strategy
Education
Brigham Young University 2011 — 2013
Master of Business Administration (MBA), Finance, General
Brigham Young University - Idaho 2001 — 2007
BS, Business Management
US Bank July 2000 - Present
Wells Fargo Financial September 1988 - July 2000
Skills
Credit Cards, Fraud, Credit Risk, Analytics, Credit, Financial Risk, Payments, Business Analysis, Financial Analysis, Debit Cards, Banking, Risk Management, Retail Banking, Management, Vendor Management, Process Improvement, Relationship Management, Financial Services, AML, Electronic Payments, Portfolio Management, Payment Card Processing, Operational Risk..., Payment Systems, Leadership, Strategy
Education
Wichita State University 1982 — 1983
Business Administration
Butler Community College 1983 — 1984
Business Administration
JPMorgan Chase Bank N. A. July 2005 - March 2010
First National Lending Center January 2005 - May 2005
Central College August 2002 - May 2004
Wells Fargo Financial February 2003 - August 2003
Skills
Credit, Customer Service, Loans, Mortgage Lending, Banking, Loan Origination, Financial Services
Education
Central College 2002 — 2004
International Management/Accounting Minor, Marketing, Accounting, Operations Management
Broome Community College 1997 — 1999
Associate Degree in Industrial Technology-Quality Assurance, Statistics, Design, Math, Marketing
Bain Capital June 2014 - Present
Bain Capital October 2011 - Present
US Bank Corporate Trust September 2010 - October 2011
Wells Fargo Financial May 2010 - September 2010
Northwestern Mutual May 2007 - August 2007
Skills
ABS, CLO, Bloomberg, Loan Syndications, Non-disclosure..., Credit Agreement..., Corporate Actions, Russian, Syndications, Valuation, Equities, Alternative Investments, Hedge Funds, Structured Products, Fixed Income, Bloomberg Terminal, Structured Finance, Bonds, Microsoft Excel, Microsoft Office
Education
Bryant University 2006 — 2010
Bachelor of Science (BS), Finance, Marketing, Psychology
B2E Direct Marketing, Inc November 2010 - Present
Wells Fargo Financial April 2001 - October 2010
GuideOne Insurance May 1999 - April 2001
Strategic America April 1998 - May 1999
Education
University of Iowa 1994 — 1996
Master of Science (M.S.), Statistics
Briar Cliff University 1990 — 1994
Bachelor of Arts (B.A.), Mathematics and Computer Science
Discovery Capital Management August 2012 - Present
GE Asset Management July 2010 - August 2012
Wells Fargo Financial January 2010 - May 2010
Skills
Options, Equities, Derivatives, Trading, Fixed Income
Education
Bryant University 2005 — 2009
Bachelors, Finance & Actuarial Mathematics
DICE February 2012 - Present
Holmes Murphy & Associates January 2008 - February 2012
Wells Fargo Financial May 2007 - January 2008
Skills
Sales, B2B, Building Relationships, Cold Calling, Salesforce, Negotiation, Account Management, Management, Career Development, Customer Retention, Insurance, Job Fairs, Microsoft Excel, General Insurance, Underwriting, Claim, Professional Liability, PowerPoint, Legal Liability, Marketing Strategy, Strategic Planning
Education
Buena Vista University 2003 — 2007
Bachelors Degree, Marketing / Sports management
FedEx Services July 2012 - Present
Supervalu, Inc. September 2006 - May 2011
Wells Fargo Financial April 2005 - September 2006
Skills
Financial Analysis, Sarbanes-Oxley Act, Risk Management, Business Strategy, Business Planning, Process Improvement, Financial Modeling, Financial Reporting, Business Partner Support, Credit Management, Hyperion Planning, Essbase, MicroStrategy Reporting, Hyperion Reports, Financial Forecasting, Oracle Financial, Project Finance, Finance, Analysis, Management, Internal Controls
Education
University of Notre Dame 2011 — 2012
MBA, Corporate Finance
Brigham Young University - Idaho 2002 — 2005
Bachelor of Science, Business Management - Finance
Pioneer Hi-Bred International January 2007 - Present
Wells Fargo Financial March 2003 - January 2007
McGladrey & Pullen September 1998 - March 2003
Skills
Accounting, Budgeting, Forecasting, Analysis, Planning, Financial Reporting, Financial Analysis, Essbase, Microsoft Office, SAP, Cash Flow, Variance Analysis, Financial Accounting, Auditing, Sarbanes-Oxley Act, US GAAP, Budgets, Internal Controls, Finance, Strategic Financial..., Hyperion Enterprise, Cost Accounting, Financial Modeling, Internal Audit, Accounts Receivable
Education
Buena Vista University 1994 — 1998
B.A., Accounting
Denison High School 1990 — 1994
The Janssen Pharmaceutical Companies of Johnson & Johnson December 2014 - Present
Quintiles September 2013 - December 2014
Northwestern Mutual Financial Network December 2009 - September 2013
Pfizer Pharmaceuticals May 2002 - February 2010
Wells Fargo Financial May 2001 - May 2002
Skills
Creative Direction, Customer Service, Finance, Insurance, Leadership, Management, Marketing, Sales, Sales Management, Strategic Planning, Team Building
Education
Brigham Young University 1997 — 2001
Bachelor of Science, Finance
Gabriel Insurance Agency August 2014 - Present
Bank of America May 2011 - July 2014
Unum December 2008 - March 2011
Wells Fargo Bank October 2006 - October 2008
Wells Fargo Home Mortgage January 2005 - October 2006
Wells Fargo Financial September 2002 - January 2005
Skills
Risk Management, Sales Management, Loan Servicing, Underwriting, Banking, Mortgage Lending, Credit, Insurance, Financial Analysis, Loans, Portfolio Management, Small Business, Credit Analysis, Real Estate, Management, Financial Risk, Relationship Management, Customer Service, Financial Services
Education
Brigham Young University 2000 — 2002
Bachelor's, Latin American Studies, Business Management
Brigham Young University - Idaho 1996 — 2000
A.A.S., Business Management
AdvoCare January 2015 - Present
Wells Fargo Home Mortgage June 2013 - October 2014
Wells Fargo Home Mortgage - HomeServices Lending June 2004 - May 2013
Wells Fargo Financial January 2002 - May 2004
Skills
Health & Wellness, Fitness, Wellness Coaching, Fitness Training, Wellness, Mortgage Lending, Refinance, Loans, First Time Home Buyers, Sales, Investment Properties, Finance, Credit, Customer Service, FHA, VA loans, Real Estate, Referrals, Sellers, Consumer Lending, Mortgage Underwriting, Mortgage Banking, Loan Origination, USDA, Residential Homes, Selling, Residential Mortgages, Certified Mortgage..., Lines Of Credit, Purchasing, Buyer Representation, FHA financing, Construction Loans, Government Loans, Reverse Mortgages, REO, Foreclosures, Loan Servicing, Credit Analysis
Education
Buena Vista University 1998 — 2002
Bachelors, Marketing and Corporate Communications
Alburnett High School 1994 — 1998
General Education
Klim April 2013 - Present
Wells Fargo Home Mortgage January 2011 - August 2012
Wells Fargo Financial 2005 - 2010
Skills
Management, Customer Service, Sales, Microsoft Office, Marketing Strategy, Marketing, Mortgage Lending, Team Building, Microsoft Excel, Credit
Education
Brigham Young University - Idaho
Business Finance
Coyne Textile Services March 2014 - Present
Coyne Textile Services April 2009 - March 2014
Coyne Textile Services May 2008 - April 2009
Wells Fargo Financial July 2006 - May 2008
Skills
Sales Management, Cold Calling, Sales Process, Sales Operations, Sales, Account Management, B2B, New Business Development, Customer Retention, Direct Sales, Negotiation, Inventory Management, Team Building, Merchandising, Customer Service, Leadership, Strategic Planning
Education
Bristol Community College 2004 — 2007
Seawolf Sports Properties (Learfield Sports) August 2014 - Present
Morris Communications September 2013 - August 2014
Waxie Sanitary Supply January 2012 - September 2013
Opti Staffing Group September 2011 - December 2011
Alaska Dispatch November 2010 - September 2011
Alaska Newspapers Inc. June 2010 - October 2010
Wells Fargo Financial December 2009 - June 2010
Mat-Su Valley Frontiersman July 2009 - December 2009
KTUU-TV Channel 2 (Schurz Communications) February 2009 - April 2009
Anchorage Daily News June 2005 - February 2009
Skills
Advertising, Social Media, Advertising Sales, Customer Relations, Strategic Planning, PowerPoint, Customer Service, Microsoft Office, Team Building, Problem Solving, Facebook, Negotiation, Excel, Public Speaking, New Business Development, Account Management, Marketing Strategy, Contract Negotiation, Online Marketing, Marketing, Leadership
Education
Pathway In Partnership With BYU-I 2012 — 2013
Certificate of Completion, College/University Preparatory and Advanced High School/Secondary Diploma Program, 4.0
BYU-Idaho
Business, Management, Marketing, and Related Support Services
Secondary School/ Vo-Tech 1995 — 2000
High School Diploma, General Studies
Alterra April 2013 - Present
Wells Fargo Financial August 2009 - Present
The Church of Jesus Christ of Latter-day Saints August 2010 - August 2012
Wells Fargo Bank August 2009 - July 2010
Great Harvest June 2009 - August 2009
Eagle Scout June 2009 - August 2009
Great Harvest August 2008 - January 2009
Skills
Microsoft Office, Food, Microsoft Excel, QuickBooks
Education
Alta High School
BYU-Idaho
Finance and Financial Management Services
Salt Lake Community College
High School Graduate
The Hartford October 2014 - Present
The Hartford May 2014 - Present
Comfortex Window Fashions November 2013 - May 2014
Comfortex Window Fashions June 2012 - May 2014
Pearl Carroll & Associates January 2007 - June 2012
Wells Fargo Financial June 2005 - January 2007
Prime Pay November 2004 - June 2005
Ryan Homes NVR May 2003 - November 2004
Skills
Promotions, Direct Marketing, Budgeting, Market Planning, Direct Mail, Adobe Creative Suite, Insurance, Disability Insurance, Life Insurance, Term Life Insurance, Permanent Life Insurance, Property & Casualty..., Budgets, Sales, Marketing Strategy, Account Management, Google Analytics, Marketing, CRM, Sales Management, Sales Operations, Direct Sales, Social Media Marketing, Management
Education
Syracuse University - Martin J. Whitman School of Management 2001 — 2003
Bachelors, Marketing Management
Broome Community College 1999 — 2001
Associates, Business Administration
Wells Fargo Home Mortgage September 2010 - Present
Wells Fargo Financial May 2009 - September 2010
Wells Fargo Financial June 2006 - May 2009
Skills
Series 6, FHA, Mortgage Lending, Loans, Credit, Financial Analysis, Investments, Real Estate, Asset Allocation, Securities, First Time Home Buyers, Loan Origination, Refinance, Mortgage Banking, Consumer Lending, Credit Analysis, Banking, Commercial Lending, Relationship Management, Underwriting, Consulting, Portfolio Management, Social Networking
Education
Bryant University 2002 — 2006
Bachelors, Marketing
CenturyLink July 2009 - Present
EMBARQ May 2007 - July 2009
Wells Fargo Financial July 2004 - April 2006
JapanWorks Development July 2003 - July 2004
Skills
Marketing Strategy, Social Media Marketing, Integrated Marketing, Product Marketing, Strategy, Marketing, Management, Sales, Direct Sales, Product Launch, Market Planning, Competitive Analysis, Product Management, Cross-functional Team..., Telecommunications, Financial Modeling, Strategic Partnerships, Lead Generation, Marketing Management, Go-to-market Strategy, Multi-channel Marketing, Strategic Planning
Education
University of Notre Dame 2006 — 2007
Masters of Business Administration, Marketing
Brigham Young University 1998 — 2004
Bachelors of Science, Business Administration; Finance
Self Employed Design Consultant 2013 - Present
Chinatowne Furniture and Mattress 2011 - 2013
Sutherland Global Services 2009 - 2010
Wells Fargo Financial 2007 - 2009
Skills
Sales, Sales Management, Account Management, Customer Service, Customer Satisfaction, Retail, Sales Operations, B2B, New Business Development, Direct Sales, Customer Retention, Sales Process, Team Building, Cold Calling, Negotiation, Inventory Management, Call Centers, Selling, Marketing, Merchandising
Education
Bryant and Stratton College 2006 — 2007
Computer Science
XanGo October 2010 - Present
XangGo LLC May 2008 - October 2010
Wells Fargo Financial August 2007 - May 2008
Wal-Mart Stores Inc. January 2005 - April 2007
Safestone Group 2003 - 2004
Skills
International Business, Team Building, Strategic Planning, Team Management, Operations Management, Product Development, Business Analysis, Business Strategy, Process Improvement, Negotiation, Market Research, Market Development, Marketing Strategy, New Business Development, Problem Solving, Competitive Analysis, Business Planning, Start-ups, Customer Service, Online Marketing, Analysis, Sales Management, Financial Analysis, Forecasting, Inventory Management, Purchasing, Contract Management, Research, Direct Marketing, Vendor Relations, Retail, Product Marketing, Analytics, Budgets, Business Development, Strategy, Management, Training, Team Leadership, Leadership, Brand Development, Marketing, Finance, Direct Sales, Pricing, Cross-functional Team..., Coaching, Sales, Entrepreneurship, Logistics
Education
University of Utah - David Eccles School of Business 2006 — 2008
MBA, Finance
Brigham Young University 2000 — 2003
Bachelor's degree, Business Administration and Management, General
Brigham Young University - Idaho 1998 — 2000
Associate's degree, Business Administration and Management, General
LearningRx December 2010 - Present
Toys R Us July 2009 - December 2010
Menards May 2008 - July 2009
Wells Fargo Financial June 2006 - September 2008
Skills
Customer Service, Training, Coaching, Sales, Microsoft Office, Microsoft Excel, Cold Calling, PowerPoint, Social Media, Team Building, Recruiting, Process Improvement, Management, Leadership, Strategic Planning, Marketing
Education
Briar Cliff University 2004 — 2006
BA, Business Administration
Marshalltown Community College 2002 — 2004
AA, Business Administration
IBEW 704 June 2011 - Present
US AutoForce January 2009 - June 2011
Key City Moving June 2006 - January 2009
City of Dubuque April 2008 - November 2008
Wells Fargo Financial August 2007 - April 2008
Dubuque County Sheriffs Department December 2006 - January 2007
Skills
Electricity, Warehousing, Troubleshooting, Security, Time Management
Education
Buena Vista University 2003 — 2007
BA, Criminology, Criminal Justice
Sebonic Financial August 2014 - Present
RoundPoint Financial Group May 2012 - August 2014
Bank of America September 2009 - May 2012
Wyndham Capital Mortgage February 2009 - September 2009
NexTag January 2008 - January 2009
LendingTree July 2000 - May 2007
American Equity Mortgage 1998 - 2000
Wells Fargo Financial 1990 - 1998
Skills
Business Development, Sales, Account Management, Mortgage Lending, Loans, Loan Origination, Credit, New Business Development, Financial Services, Mortgage Banking, Marketing, Strategic Partnerships, Cold Calling, Lead Generation, Refinance, Purchase Financing, Fixed Rate Mortgages, Residential Mortgages, Refinancings, VA loans, FHA financing, Self-Employed Borrowers, Purchase Money, Investment Property..., FHA, Finance, Credit Analysis, Relationship Management, USDA, Reverse Mortgages, Investment Properties, Mortgage Underwriting, Certified Mortgage..., Government Loans, Mortgage Servicing, Loss Mitigation, Underwriting, FHA Financing, VA Loans
Education
Bryant University 1986 — 1990
BSBA
Cheverus High School 1982 — 1986
Wells Fargo Home Mortgage October 2009 - Present
Wells Fargo Financial October 2004 - October 2009
Radisys Corp November 2001 - November 2004
Microware Systems Corporation June 1999 - November 2001
Buena Vista University January 1999 - June 1999
Skills
IIS, Tomcat, Business Objects, .NET, Project Server, SQL, ClearCase, ASP.NET, Subversion, Requirements Gathering, Websphere, SharePoint, VMware, Software Project..., Software Engineering, Microsoft SQL Server, SSRS, Unix, Weblogic Administration, Visio, Weblogic, SDLC
Education
Buena Vista University 1995 — 1999
BS, Computer Science\Math
Wells Fargo Home Mortgage January 2012 - May 2014
Wells Fargo Home Mortgage January 2011 - January 2012
Wells Fargo June 2010 - January 2011
Wells Fargo Financial June 2009 - June 2010
Wells Fargo Financial June 2008 - June 2009
Skills
Credit, Loans, Mortgage Lending, Finance, Credit Analysis, Leadership, Management, Training, Process Improvement, Underwriting, Sales, Analysis, Insurance, Financial Risk, Customer Service
Education
Briar Cliff University 2004 — 2008
Bachelor of Arts, Business, Marketing
Personal Finance Center March 2011 - Present
Wells Fargo Financial May 2008 - August 2010
Impact Today! September 2007 - June 2009
Skills
Investments, Leadership Development, Underwriting, Insurance, Risk Management, Financial Analysis, Financial Risk, Finance, Property & Casualty..., Commercial Insurance, Relationship Management, Credit Analysis, Cross Selling, General Insurance
Education
Brigham Young University - Hawaii 2004 — 2007
Bachelor of Science (B.S.), International Business Management
Southern University and Agricultural and Mechanical College at Baton Rouge 2002 — 2004
Business Administration and Management, General
Idaho Central Credit Union June 2008 - Present
ANB Financial September 2007 - May 2008
Wells Fargo Financial April 2003 - September 2007
Skills
Consumer Lending, Loans, Credit Unions, Credit, Banking, Commercial Lending, Mortgage Banking, Credit Analysis, Mortgage Lending, Loan Origination, Retail Banking, Cross Selling, Small Business Lending, Commercial Banking, Risk Management, Finance, Refinance, Residential Mortgages
Education
Western CUNA Management School 2012 — 2014
Credit Union Management, Mu Class of 2014
Mesa State College 2000 — 2003
BA, Business Management
Ricks College 1999 — 2000
Corporate Care May 2012 - Present
AHC, Inc March 2010 - November 2011
Vector Security Inc September 2005 - March 2010
Eplus Technology, Inc September 2002 - September 2005
Wells Fargo Financial September 2001 - September 2002
Allied International September 2000 - September 2001
Costco Wholesale February 1997 - September 2000
Town of Herndon Police September 1992 - September 1998
Skills
Accounts Payable, Customer Service, Accruals, Accounts Receivable, Account Reconciliation, General Ledger, Microsoft Excel, Financial Statements, Auditing, Cash, Accounting, QuickBooks, Forecasting, Payroll, Budgets, Financial Reporting, Financial Analysis, Microsoft Office, Outlook, Invoicing, Software Documentation, Management, Journal Entries, Analysis, Great Plains Software, PowerPoint, Bookkeeping, Sales, Finance, P&L, Supervisory Skills, Balance, Negotiation
Education
Trident University International 2015 — 2016
Bachelor's Degree, Accounting and Finance
Jones International University 2013 — 2015
Bachelor's Degree, Accounting and Finance, 3.75
Northern Virginia Community College 1990 — 2008
Associates, Business
BYU-Idaho 1989 — 1990
Business
Massanutten Military Academy 1988 — 1989
High School, High School/Secondary Diplomas and Certificates, 3.65
Herndon High School 1985 — 1988
Citizens Bank October 2014 - Present
Ursuline Academy November 2009 - Present
Citizens Bank September 2010 - October 2014
Wells Fargo Financial June 2009 - September 2010
TRP Sports and Entertainment January 2009 - May 2009
Greater Media Boston September 2008 - December 2008
Skills
Sales, Marketing, Sales Management, Customer Service, Social Media Marketing, Social Media, Cold Calling, New Business Development, Microsoft Office, Public Speaking, Strategic Planning, Microsoft Excel, Leadership, Leadership Development, Business Development, Strategy, Marketing Strategy, Coaching, Account Management, Finance, Banking, Credit, Management, Customer Satisfaction
Education
Bridgewater State University 2005 — 2009
Bachelor of Science Degree in Management Science, Management, Marketing, Accounting and Finance
State Street Bank March 2008 - Present
Accredited Home Lenders November 2003 - March 2008
Accredited Home Lenders October 2001 - November 2003
Wells Fargo Financial February 1997 - October 2001
Skills
Training, Corporate Training, Management, Coaching, Banking, Sales Process, Leadership, Sales, Project Management, Program Management, New Business Development, Project Planning, Performance Measurement
Education
Brandeis University 1992 — 1996
Bachelor of Arts (BA), Double Major:History & American Studies
Vivint Solar March 2014 - Present
Boart Longyear September 2010 - March 2014
Honeywell Aerospace April 2010 - September 2010
Honeywell June 2008 - June 2010
Honeywell May 2007 - June 2008
Boart Longyear January 2007 - April 2007
Honeywell May 2006 - August 2006
UHEAA March 2004 - August 2005
Wells Fargo Financial May 2003 - March 2004
Skills
Organizational..., Data Analysis, Talent Acquisition, Employee Relations, HR Scorecard, Strategic Planning, Performance Management, Compensation & Benefits, Training & Development, Human Resources, Staffing, HRIS, Oracle HR, PeopleSoft, Taleo, KeneXa Brass Ring, HireRight Background..., Talent Management, Succession Planning, Employee Engagement, Change Management, Organizational..., HR Policies, Employee Training, Hiring, Leadership, Leadership Development, Recruiting, Interviews, Training, Temporary Placement, Time Management, Management, Process Improvement, Organizational Design, Workforce Planning, Onboarding, Labor Relations, Personnel Management, Mergers & Acquisitions, Employee Benefits, Benefits Administration, HR Consulting, College Recruiting, Deferred Compensation, New Hire Orientations, Applicant Tracking..., Career Development, Compensation & Benefit, Employment Law
Education
Brigham Young University 2005 — 2007
MBA
Utah State University 1997 — 2003
Bachelor of Science
Kearns High School
MetLife July 2011 - Present
MetLife 2007 - July 2011
Sovereign Bank 2003 - 2007
Wells Fargo Financial 2000 - 2003
Education
Bryant University
Wells Fargo Home Mortgage October 2014 - Present
Wells Fargo Home Mortgage April 2014 - October 2014
Wells Fargo Home Mortgage February 2010 - April 2014
Wells Fargo Financial November 2005 - February 2010
National MS Society 2004 - 2010
Shive-Hattery May 2003 - November 2005
Olsson Associates May 2002 - May 2003
Skills
Relationship Management, Marketing, Financial Services, Direct Marketing
Education
Buena Vista University 1998 — 2002
Bachelor's degree, Communications & Graphic Design
Mortgage Master January 2008 - Present
Wells Fargo Financial June 2007 - January 2008
Mortgage Master Inc 2002 - 2007
Skills
Mortgage Underwriting, Mortgage Lending, Home Equity Lines of..., Loans, Credit, Residential Mortgages, Jumbo Mortgage, Refinance, Mortgage Banking
Education
Bryant University 2003 — 2007
Deutsche Bank - RREEF July 2011 - Present
Deutsche Bank - RREEF August 2010 - July 2011
Ernst & Young July 2007 - August 2010
Wymac Capital May 2004 - April 2006
Wells Fargo Financial June 2003 - May 2004
Skills
Portfolio Management, Asset Management, Due Diligence, Valuation, Financial Modeling, Financial Analysis, Credit, Investments, Real Estate, Private Equity, Finance, Real Estate Development, Financial Reporting, Accounting, Disposition, Business Strategy, Real Estate Economics
Education
University of Southern California - Marshall School of Business
Brigham Young University
Wells Fargo Financial August 2009 - Present
Education
Brigham Young University - Idaho 2005 — 2009
Pearson Education October 2012 - Present
Wiley-Blackwell December 2010 - October 2012
Principal Financial Group April 2008 - December 2010
Wells Fargo Financial May 2006 - April 2008
Keith Sherman and Associates May 2005 - August 2005
Camp Echo May 2003 - August 2003
Education
Buena Vista University 2002 — 2006
Corporate Communications, Business, Mass Communications & Theatre
Wells Fargo Home Mortgage January 2002 - Present
Wells Fargo Financial March 1984 - September 2001
Skills
Loan Origination, Mortgage Lending, FHA, Refinance, Residential Mortgages, Loans, Consumer Lending, Residential Homes, FHA financing, Investment Properties, Real Estate Transactions, Real Estate, Short Sales, Mortgage Banking, Mortgage Marketing, VA loans, USDA, Property, Government Loans, Construction Loans, Reverse Mortgages, Mortgage Underwriting, Certified Mortgage..., Commercial Mortgages, FHA Financing, VA Loans
Education
Bucknell University 1979 — 1983
BSBA, Management and Finance
Caterpillar Inc. July 2012 - Present
Caterpillar Inc. June 2011 - July 2012
TEKsystems 2009 - 2010
PMAlliance June 2003 - January 2009
New Horizons CLC January 2000 - May 2003
Wells Fargo Financial June 1998 - December 1999
Skills
Process Improvement, Project Management, Leadership, PMO, MS Project, Budgets, Cross-functional Team..., Risk Management, Analysis, Management, Project Planning, PMP, Training, Change Management, Strategic Planning, Team Building
Education
Bradley University 2001 — 2002
M.B.A., Business Administration
Bradley University 1994 — 1998
B.S., Business Management
Wells Fargo 2010 - Present
Wells Fargo Financial June 2003 - September 2010
Education
Buena Vista University 1999 — 2003
Crescent Electric Supply Credit ManagerPlatt Electric2001 - 2003
Wells Fargo Financial 1999 - 2001
Education
Brown University 1992 — 1996
Hitachi Capital America Corp. January 2012 - Present
Hitachi Capital America Corporation July 2007 - January 2012
Hitachi Capital America March 2006 - July 2007
Hitachi Capital America November 2004 - March 2006
Hitachi Capital America June 2004 - November 2004
Wells Fargo Financial June 2003 - June 2004
Skills
Loans, Documentation, Credit Analysis, Negotiation, Leadership, Training, Operations Management, Software Documentation, Risk Management
Education
Sacred Heart University 2004 — 2007
MBA
Bryant University 1999 — 2003
BA
Wells Fargo Bank June 2007 - Present
Wells Fargo Financial June 2005 - June 2007
Brigham Young University-Idaho March 2003 - April 2005
Education
Brigham Young University - Idaho 2001 — 2005
Bachelor of Science, Business Management
Wells Fargo Financial July 2007 - Present
Education
Bridgewater State University 1995 — 1997
American Express February 2015 - Present
American Express April 2013 - February 2015
Wells Fargo Financial June 2005 - March 2012
Citifinancial 2000 - 2005
Skills
Customer Service, Customer Retention, Management, Human Resources, Collections, Successful Negotiation, Risk Management, Financial Risk, Loans, Credit, Mortgage Lending, Financial Services, Credit Analysis, Banking, Portfolio Management, Call Center, Underwriting, Financial Analysis, Performance Management, Forecasting, Call Centers, Microsoft Excel, Account Management, CRM, Change Management, Consumer Lending, Credit Cards, Credit Risk, Cross Selling, Finance, Loss Mitigation, Negotiation, Process Improvement, Relationship Management, Strategy, Team Building, Time Management, Leadership, Analysis, Customer Satisfaction, Payments, Coaching, Team Leadership, Customer Experience, Business Analysis, Microsoft Office, Operations Management, Business Process...
Education
Broward College
Bachelor's degree, Finance and Financial Management Services
Seneca College of Applied Arts and Technology
CIAC Certification
Sheridan College
Accounting, Certified General Accounting
University of Toronto
Economics
Vail Resorts April 2015 - Present
BYU-Idaho April 2015 - Present
Phoenix Suns June 2013 - February 2015
Henkel North America April 2012 - June 2013
General Mills October 2010 - April 2012
Target.com April 2009 - October 2010
TARGET CORPORATION January 2007 - March 2009
Wells Fargo Financial August 2006 - December 2006
AMX International 2004 - 2005
CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS April 2001 - April 2003
Skills
Competitive Analysis, Cross-functional Team..., Brand Management, Strategy, Marketing Strategy, Management, Leadership, Sales, Negotiation, Business Analysis, Analysis, Advertising, Program Management, Training, Customer Insight, Market Research, Merchandising, Forecasting, Process Improvement, Product Development, Analytics, Marketing
Education
University of Minnesota - Carlson School of Management 2007 — 2010
Masters, Business Administration; Marketing Brand Management
Brigham Young University - Idaho 2003 — 2006
Bachelor of Arts, Communications
Wells Fargo Home Mortgage September 2011 - Present
Wells Fargo Financial January 2003 - Present
Skills
Mortgage Lending, Credit
Education
Buena Vista University 1999 — 2003
BA, Finance
ING 2007 - Present
Wells Fargo Financial 2006 - 2007
Education
Buena Vista University 2002 — 2006
Wells Fargo Home Mortgage July 2010 - Present
Wells Fargo Financial June 2009 - July 2010
Wells Fargo Financial August 2004 - November 2009
Wells Fargo Financial January 2002 - August 2004
Wells Fargo Financial November 1998 - December 2001
Skills
Credit, Underwriting, Loans, Analysis, Internal Audit, Program Management, Policy, Mortgage Lending, Financial Analysis, Credit Analysis, Business Strategy, Leadership, Customer Service, Finance, Management, Risk Management, Microsoft Office
Education
University of Nevada-Las Vegas 1999 — 2001
MPA, Public Adminstration
Brigham Young University 1995 — 1997
BA, International Relations
Ricks College 1991 — 1992
Teva Pharmaceuticals May 2010 - Present
AmerisourceBergen September 2008 - May 2010
JPMorgan Chase November 2002 - September 2008
Wells Fargo Financial January 1999 - November 2002
CVS Pharmacy September 1994 - January 1999
Skills
Financial Analysis, Credit, Collections, Credit Analysis, Risk Management, General Ledger, Cash Management, Forecasting, Finance, Budgets, Financial Reporting, Process Improvement, Vendor Management, Auditing, Accounts Receivable, Management, Customer Service, Analysis
Education
Holy Family University 2010 — 2013
Master of Business Administration (MBA), Business Administration and Management, General, 3.95 GPA
Rider University 1997 — 1999
Bachelors, Business Management
Bucks County Community College 1994 — 1997
Associates Degree, Business Administration
Holy Ghost Preparatory 1990 — 1994
diploma, College Prep
Wells Fargo Home Mortgage December 2013 - Present
Wells Fargo Home Mortgage October 2011 - December 2013
Wells Fargo Home Mortgage October 2010 - October 2011
Wells Fargo Home Mortgage September 2009 - October 2010
Wells Fargo March 2008 - September 2009
Wells Fargo Financial January 2005 - March 2008
Wells Fargo Financial May 2000 - January 2005
Education
Buena Vista University 1996 — 2000
BA, Economics
PayPal September 2011 - Present
Bank of America October 2007 - August 2011
Bank of America - Charlotte May 2004 - October 2007
Wells Fargo Financial May 2000 - July 2002
Skills
Talent Management, Organizational Design, Organizational..., Succession Planning, Onboarding
Education
Brigham Young University 2002 — 2004
MBA
Brigham Young University 1994 — 2000
Bachelor's degree, Business Management
Jenks High School
Porter Nissan June 2014 - Present
Long and Foster Real Estate October 2013 - Present
Maritz Research November 2010 - May 2014
Wells Fargo Home Mortgage June 2008 - October 2010
Chase August 2005 - April 2008
Chase December 2002 - August 2005
Wells Fargo Financial January 2002 - December 2002
Skills
Leadership, Credit Analysis, Negotiation, Consulting, Networking, Customer Retention, CRM, Credit, Banking, Finance, Portfolio Management, Financial Analysis, Investments, Loans, Insurance, Mortgage Underwriting, Closing Deals, Residential Mortgages, Refinance, Cross Selling, Customer Satisfaction, Training, Sales Management, Sales, Sales Operations, Marketing, Process Improvement, New Business Development, Deal Closure, Management
Education
Monmouth University 1999 — 2002
Bachelors Of Science, Finance
Brookdale Community College 1997 — 1999
Associates, Business administration
Red Bank Catholic High School 1994 — 1997
US Bank November 2009 - Present
US Bank November 2004 - Present
Wells Fargo Financial February 2001 - November 2004
Education
University of Utah - David Eccles School of Business 2007 — 2009
MBA, Business Administration, Finance
Brigham Young University 1999 — 2000
Bachelors of Sience, Business Administration, Finance
Brigham Young University - Idaho 1997 — 1999
Associates, Accounting
Roseburg High School 1990 — 1995
Dice September 2015 - Present
DICE April 2006 - Present
Wells Fargo Financial May 2003 - April 2006
Maytag Corporation 1997 - 2003
Skills
Data Warehousing, Data Modeling, SQL, ETL, Databases, Oracle, Database Design, Microsoft SQL Server, SQL Tuning, Unix, Database Administration, PL/SQL, Linux, MySQL, Performance Tuning, Cloud Computing
Education
Buena Vista University 1993 — 1997
BA, Business Management
Indian Hills Community College 1993 — 1997
AA, Computer Programming
Wells Fargo Financial August 2009 - Present
Education
Brigham Young University - Idaho 2007 — 2009
Business, Finance
KeyBank October 2012 - Present
Huntington National Bank June 2011 - August 2012
Wells Fargo Bank July 2007 - December 2010
Wells Fargo Financial June 2005 - June 2007
LDS Michigan Mission January 1999 - January 2001
Skills
Cold Calling, Credit, Mortgage Lending, Underwriting, Banking, Microsoft Office, Typing, Investment Advisory, Relationship Management, Sales Management, Sales, Investments, Loans, Finance, Insurance, Portfolio Management, Retail Banking
Education
Brigham Young University - Idaho 2001 — 2005
Bachelor of Science, Business Management 2005
Toe Juice 2011 - Present
Melaleuca October 2011 - Present
Wells Fargo Financial May 2010 - July 2011
Preventive Pest Control 2008 - 2009
Skills
Spanish, Sales, Marketing, Marketing Strategy, Market Research, PPC, Social Media Marketing, Online Advertising, Social Media, Customer Service, Marketing Research
Education
Brigham Young University - Idaho 2004 — 2010
Bachelor of Science, Marketing
Wells Fargo Home Mortgage 2004 - Present
Wells Fargo Financial 2002 - 2004
Wells Fargo Financial 2001 - 2002
Wells Fargo Financial 2000 - 2001
Education
Buena Vista University 1996 — 2000
Finance
Wells Fargo July 2010 - Present
Wells Fargo Financial January 2007 - July 2010
Education
Bowling Green State University 1997 — 2002
Finance, Economics and Business
ATB Financial January 2009 - Present
CIBC April 2007 - December 2008
Wells Fargo Financial October 1998 - March 2007
Skills
Banking, Branch Banking, Credit, Customer Experience, Customer Retention, Customer Service, Human Resources, Management, Relationship Management, Retail Banking
Education
Brandon University
Bachelor of Science (B.S.), major-geography and minor-Math
Vincent Massey High School
BYU-Idaho June 2011 - Present
Wells Fargo Financial January 2009 - December 2010
Wells Fargo Financial June 2004 - January 2009
Skills
Mortgage Lending, Loans, Refinance, Mortgage Banking, Loan Origination, Mortgage Underwriting, Credit, Residential Mortgages, Banking, Credit Analysis, Registration, Finance, Financial Analysis, Financial Services
Education
BYU-Idaho 2001 — 2004
Bachelor of Science (B.S.), Business Management (Finance Emphasis)
BYU-Hawaii 1998 — 2000
Canyon Security October 2012 - Present
Wells Fargo August 2010 - March 2011
Wells Fargo Financial August 2009 - August 2010
Skills
Banking, Financial Analysis, Credit, Consumer Lending, Credit Analysis, Microsoft Office, Mortgage Lending
Education
Brigham Young University 2002 — 2007
BS, Economics
Apple April 2013 - Present
Apple September 2011 - April 2013
Stevens-Henager College Provo/Orem February 2010 - June 2011
Stevens-Henager College Provo/Orem August 2009 - February 2010
Wells Fargo Financial January 2009 - June 2009
Sears Holdings Corporation May 2008 - August 2008
Digis 2007 - 2008
Education
Brigham Young University 2001 — 2008
BA, Chinese
NetSuite August 2014 - Present
Oracle January 2014 - August 2014
Oracle October 2012 - January 2014
Wells Fargo Financial June 2009 - October 2011
Skills
Customer Experience, Customer Service, Mobile Devices, Business Development, Insurance, Social Media, Sales, Strategic Financial..., Credit, Account Management, Microsoft Office, Social Networking, Cloud Computing, Management, Sales Process
Education
Bryant University 2005 — 2009
Business Communication
Northfield Mount Hermon Prep School 2004 — 2005
Citizens Bank June 2011 - Present
Wells Fargo Financial January 2007 - September 2010
Wells Fargo Financial is a division of Wells Fargo & Company January 2007 - September 2010
Oxford International June 2006 - September 2006
Education
Bryant University 2002 — 2006
Bachelor of Science, Business Administration
Danvers High School
Post
Wells Fargo Financial 2011 - Present
SunGard 2010 - 2010
SunGard 2007 - 2010
SunGard 2007 - 2007
Skills
Visual Basic, Java, Microsoft SQL Server, C#, VB.NET, Visual Studio, Linux, Access, HTML, Software Documentation, Quality Assurance, Dreamweaver, Databases, Visio, XML, .NET, ASP.NET, Software Development, Web Applications, Data Analysis, Software Design, Windows, Technical Support
Education
University of Alabama at Birmingham
Management Information Systems, Management Information Systems, General
Butler Community College
Associate Degree
JPMorgan Chase September 2011 - Present
Chase Home Finance September 2010 - September 2011
Wells Fargo Financial September 2008 - September 2010
Skills
Credit Analysis, Consumer Lending, Mortgage Banking, Mortgage Lending, Loans, Loan Origination, Credit, Lines Of Credit, Refinance, Financial Analysis, Home Equity Loans, Sales Management, Sales, Team Building, Customer Service, Customer Satisfaction, Sales Process, Business Development, Leadership, Management, Residential Mortgages, Marketing, Underwriting, Real Estate, Customer Retention, Coaching, Banking, Retail Banking, Finance, Cross Selling, Relationship Management, Financial Services
Education
Bowling Green State University 2004 — 2008
Communications/Business, Marketing, Finance, Business, Communications
Clay High School 2000 — 2004
Diploma, General Education, DECA (Business Marketing Program)
Wells Fargo Bank October 2010 - Present
Wells Fargo January 2010 - October 2010
Wells Fargo Financial December 2008 - January 2010
Skills
Small Business Lending, Credit, Commercial Lending, Loans, Commercial Banking, Banking, Lines Of Credit, Credit Analysis, Business Relationship..., Cash Flow, Cross Selling, Portfolio Management, Relationship Management, Management, Sales, Finance
Education
Regis University 2011 — 2014
Master of Business Administration (MBA), Accounting and Finance
Briar Cliff University 2003 — 2007
Bachelor of Arts, Business Administration
Rifco National Auto Finance August 2010 - Present
Rifco Auto Finance August 2010 - Present
Wells Fargo Financial October 2000 - July 2010
Skills
Credit, Finance, Financial Risk, Loans, Credit Analysis, Banking, Financial Analysis, Customer Service, Credit Risk, Risk Management, Negotiation, Commercial Banking, Financial Services, Mortgage Lending, Relationship Management, Consumer Lending, Sales, Wealth Management, Business Development, New Business Development, Account Management, Call Centers, Sales Process, Customer Retention, Business Planning, B2B, Business Strategy, Cold Calling, Commercial Mortgages, Customer Satisfaction, Forecasting, Home Equity Lines of..., Insurance, Investments, Leadership, Lines Of Credit, Management, Mortgage Banking, Mortgage Underwriting, Mutual Funds, Portfolio Management, Refinance, Residential Mortgages, Retail Banking, Sales Management, Sales Operations, Selling, Strategic Financial..., Team Building, Underwriting
Education
British Columbia Institute of Technology / BCIT
Wells Fargo October 2014 - Present
Wells Fargo & Company April 2008 - October 2014
Wells Fargo Financial October 2005 - April 2008
Wells Fargo Financial March 2004 - September 2005
Wells Fargo Financial September 2002 - February 2004
Skills
SAS, Situational Leadership, Loans, Banking, Credit, Portfolio Management, Process Improvement, Credit Cards, Financial Risk, Business Analysis, Team Building, SQL Server 2000-2008, Reporting & Analysis, Call Center, Analytics, Technical Leadership, Leadership, Microsoft SQL Server, Analysis, Call Centers, Credit Risk, Relationship Management, Finance
Education
Buena Vista University 1998 — 2002
Business Management, MIS, Math, Marketing
Wells Fargo December 2014 - Present
Wells Fargo Bank January 2010 - Present
Wells Fargo Financial October 2006 - December 2009
Wells Fargo Financial June 2003 - October 2006
Skills
Process Improvement, Risk Management, Visio, Business Analysis, Business Process..., Change Management, Requirements Gathering, Loan Origination, Banking, Mortgage Lending, Credit, Mortgage Banking, Loans, Consumer Lending
Education
Buena Vista University 2001 — 2003
Bachelor of Arts, Business Management
Emmetsburg High School 1996 — 1999
QCI September 2012 - Present
All Native Services Company April 2010 - July 2012
Wells Fargo Financial April 2006 - September 2009
Wells Fargo Financial December 2004 - March 2006
Skills
Financial Analysis, Process Improvement, Proposal Writing, New Business Development, Project Planning, Vendor Management, Team Building, Business Development, International Project..., Project Coordination, Microsoft Office, Sales Operations, MS Project, Requirements Gathering, Cost Benefit, Management, Process Simulation, Financial Reporting, Financial Modeling, Customer Retention, Operational Risk..., Cost Reduction, Cost Analysis, Process Development, Office Management, MS Office Suite, Project Implementation, Innovative Thinking, Business Process...
Education
Buena Vista University 1999 — 2003
BA, International Business and Spanish
Wells Fargo Home Mortgage September 2014 - Present
Wells Fargo Home Mortgage January 2011 - Present
Wells Fargo 2010 - Present
Wells Fargo Home Mortgage October 2010 - January 2011
Wells Fargo Financial May 2008 - October 2010
Skills
Loans, Credit, Mortgage Lending, Credit Analysis, Mortgage Banking, Loan Origination, Banking, Credit Risk, Refinance, Underwriting, Residential Mortgages, FHA, Consumer Lending
Education
Buena Vista University 1999 — 2003
Bachelor of Arts (B.A.), Finance and Banking
Buena Vista University
Bachelor's degree, Finance and Banking
Palmer Group October 2012 - Present
Wells Fargo Financial June 2002 - May 2012
Wells Fargo Financial January 1990 - June 2002
Wells Fargo Financial May 1985 - January 1990
Wells Fargo Financial November 1980 - May 1985
Skills
Microsoft Office, Microsoft Excel, Project Management, Change Management, Accounting, Account Reconciliation, Financial Reporting, Accounts Payable, General Ledger, Cash Management, Accounts Receivable, Payroll, Balance, Internal Controls
Education
Briar Cliff University 1976 — 1980
Bachelor of Arts (B.A.), Business Administration and Management, General
Xerox July 2013 - June 2014
Wells Fargo Financial 2010 - 2012
123College.com August 2009 - January 2010
MetLife January 2009 - August 2009
Wachovia Bank October 2000 - June 2008
Topspeed Corporation June 1996 - March 2000
Skills
I am proficient in MS...
Education
SEC Investment Licenses/Insurance Licenses 2000 — 2002
Series 6, Series 63, Life,Health & Annuity License, Investments & Insurance
Broward Community College 1994 — 1997
Associate's degree, Psychology
Concorde Career Institute-North Lauderdale 1994 — 1995
Medical Assistant Degree, Medicine, Administration, Technical School-received certfication
Wells Fargo Capital Finance July 2014 - Present
Wells Fargo Financial October 2013 - July 2014
Wells Fargo Retail Finance August 2011 - November 2013
Citizens Bank July 2005 - May 2006
Bank of America June 1997 - July 2004
Skills
Credit, Credit Analysis, Loans, Banking, Retail Banking, Consumer Lending, Lines Of Credit, Credit Risk, Cross Selling, Financial Analysis, Cash Management, Loan Origination
Education
Northeastern University 2004 — 2006
Bachelors of Science, Business Administration, Management and Operations
Bunker Hill Community College 1997 — 2002
Associate's degree, Computer Science
Central Bank May 2014 - Present
Wells Fargo Home Mortgage June 1995 - May 2014
Wells Fargo 1995 - May 2014
Wells Fargo Financial June 1995 - May 2005
Central Trust and Savings Bank June 1992 - June 1995
Skills
Credit Analysis, Credit, Loans, Mortgage Lending, Consumer Lending, Loan Origination
Education
Buena Vista University 1991 — 1995
Bachelor of Arts (BA), Finance and Banking