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.
Wells Fargo Financial Salaries. You can even request information on how much does Wells Fargo Financial pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo Financial directly from the past employees.
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5,123 Wells Fargo Financial employees in database. Find out everything there's to know about Wells Fargo Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Financial Employees
Employee
Years
Job
Industry
Chantelle Flannery Chantelle Flannery's Wells Fargo Financial Experience January 2006 - April 2006
Job Senior Consultant, Project Manager Northeast at Salesforce Marketing Cloud
Industry Marketing and Advertising
Experience
Salesforce Marketing Cloud October 2014 - Present
Brandwidth, LLC February 2011 - October 2014
Firebelly Marketing November 2009 - February 2011
Compendium Blogware (acquired by Oracle in Oct 2013) December 2008 - November 2009
Compendium Blogware (acquired by Oracle in Oct 2013) February 2008 - December 2008
MediaSauce January 2007 - February 2008
MediaSauce April 2006 - January 2007
Wells Fargo Financial January 2006 - April 2006
General Mills June 2005 - September 2005
OneBridge May 2004 - September 2004
Skills
Strategic Consulting, Social Media Marketing, Branding & Identity, Website Development, Corporate Blogging, Interactive Media, Film Production, Email Marketing, Social Media, Digital Marketing, Marketing Strategy, Salesforce.com, Web Analytics, Lead Generation, CRM, Advertising, Online Marketing, Blogging, Strategy, Public Relations, Marketing, SaaS, Content Strategy, Business Development, Creative Direction, Leadership, Management, Digital Strategy, Integrated Marketing, Google Analytics, Strategic Planning
Education
Indiana University - Kelley School of Business 2003 — 2005
Bachelor of Science, Business, Concentration Marketing
City University of Hong Kong 2005 — 2005
Business
Purdue University 2001 — 2003
Associate of Science, Computer Programming Technology
Salesforce Marketing Cloud October 2014 - Present
Brandwidth, LLC February 2011 - October 2014
Firebelly Marketing November 2009 - February 2011
Compendium Blogware (acquired by Oracle in Oct 2013) December 2008 - November 2009
Compendium Blogware (acquired by Oracle in Oct 2013) February 2008 - December 2008
MediaSauce January 2007 - February 2008
MediaSauce April 2006 - January 2007
Wells Fargo Financial January 2006 - April 2006
General Mills June 2005 - September 2005
OneBridge May 2004 - September 2004
Skills
Strategic Consulting, Social Media Marketing, Branding & Identity, Website Development, Corporate Blogging, Interactive Media, Film Production, Email Marketing, Social Media, Digital Marketing, Marketing Strategy, Salesforce.com, Web Analytics, Lead Generation, CRM, Advertising, Online Marketing, Blogging, Strategy, Public Relations, Marketing, SaaS, Content Strategy, Business Development, Creative Direction, Leadership, Management, Digital Strategy, Integrated Marketing, Google Analytics, Strategic Planning
Education
Indiana University - Kelley School of Business 2003 — 2005
Bachelor of Science, Business, Concentration Marketing
City University of Hong Kong 2005 — 2005
Business
Purdue University 2001 — 2003
Associate of Science, Computer Programming Technology
Gerald Pacheco Gerald Pacheco's Wells Fargo Financial Experience March 2004 - May 2006
Job US Direct Inside Sales Specialist
Industry Computer Hardware
Experience
Hewlett-Packard July 2014 - Present
New Mexico Educators Federal Credit Union March 2013 - July 2014
Wells Fargo May 2007 - March 2013
Wells Fargo May 2006 - May 2007
Wells Fargo Financial March 2004 - May 2006
Coaches Sports Grill January 1999 - March 2004
Skills
Mortgage Banking, Relationship Management, Portfolio Management, Finance, Performance Consulting, Adult Learning..., Adult Development, Adult Learning Theory, Facilitators, Program Management, Employee Training, Commercial Banking, Banking, Management, Leadership, Customer Service, Team Building, Coaching, Public Speaking, Sales, Sales Management, Training
Education
The University of New Mexico 1997 — 2001
Bachelor's degree, Political Science and Commuincation
Colorado State University 1995 — 1997
Political Science
Hewlett-Packard July 2014 - Present
New Mexico Educators Federal Credit Union March 2013 - July 2014
Wells Fargo May 2007 - March 2013
Wells Fargo May 2006 - May 2007
Wells Fargo Financial March 2004 - May 2006
Coaches Sports Grill January 1999 - March 2004
Skills
Mortgage Banking, Relationship Management, Portfolio Management, Finance, Performance Consulting, Adult Learning..., Adult Development, Adult Learning Theory, Facilitators, Program Management, Employee Training, Commercial Banking, Banking, Management, Leadership, Customer Service, Team Building, Coaching, Public Speaking, Sales, Sales Management, Training
Education
The University of New Mexico 1997 — 2001
Bachelor's degree, Political Science and Commuincation
Colorado State University 1995 — 1997
Political Science
Stephen Nesmith Stephen Nesmith's Wells Fargo Financial Experience 2004 - 2006
Job Math Teacher at Howard County Public Schools
Industry Education Management
Experience
Archbishop Spalding High School 2015 - Present
Howard County Public Schools 2015 - Present
Anne Arundel County Public Schools September 2013 - September 2015
Long Reach High School August 2011 - August 2014
Baltimore County Public Schools August 2012 - July 2013
Phillips Programs August 2007 - June 2012
Team Finesse 2010 - 2012
Eleanor Roosevelt High School November 2005 - August 2011
Prince Georges County Public Schools November 2005 - June 2007
Wells Fargo Financial 2004 - 2006
Skills
Public Speaking, Nonprofits, Leadership, Special Education, Teaching, Community Outreach, Fundraising, Staff Development, Microsoft Office, Data Analysis, Research, Program Development, Leadership Development, Classroom Management, Social Media, Coaching, PowerPoint, Strategic Planning, Volunteer Management, Non-profits
Education
Clarion University of Pennsylvania 1998 — 2003
Bachelor's degree, Communication
Clarion University of Pennsylvania 1998 — 2003
Bachelor of Science (B.S.), Communication, General
Archbishop Spalding High School 2015 - Present
Howard County Public Schools 2015 - Present
Anne Arundel County Public Schools September 2013 - September 2015
Long Reach High School August 2011 - August 2014
Baltimore County Public Schools August 2012 - July 2013
Phillips Programs August 2007 - June 2012
Team Finesse 2010 - 2012
Eleanor Roosevelt High School November 2005 - August 2011
Prince Georges County Public Schools November 2005 - June 2007
Wells Fargo Financial 2004 - 2006
Skills
Public Speaking, Nonprofits, Leadership, Special Education, Teaching, Community Outreach, Fundraising, Staff Development, Microsoft Office, Data Analysis, Research, Program Development, Leadership Development, Classroom Management, Social Media, Coaching, PowerPoint, Strategic Planning, Volunteer Management, Non-profits
Education
Clarion University of Pennsylvania 1998 — 2003
Bachelor's degree, Communication
Clarion University of Pennsylvania 1998 — 2003
Bachelor of Science (B.S.), Communication, General
Roderick Edwards, MBA Roderick Edwards, MBA's Wells Fargo Financial Experience June 2006 - July 2007
Job Sales Tax Accountant at DistributionNOW
Industry Oil & Energy
Experience
DistributionNOW February 2015 - April 2015
Aurora Entertainment, LLC March 2013 - July 2013
Sanderson Farms September 2011 - December 2012
Northwestern Mutual March 2011 - August 2011
University of Southern Mississippi June 2010 - December 2010
MetLife June 2009 - July 2009
Verizon Wireless June 2008 - July 2008
Wells Fargo Financial June 2006 - July 2007
Regions Financial Corporation March 2006 - May 2006
Walt Disney World August 2004 - January 2005
Skills
Forecasting, Leadership, Financial Analysis, Management, Marketing, Access, Microsoft Excel, Microsoft Office, Business Planning, Financial Modeling, Customer Service, Time Management, Sales, Finance, Payroll, Accounting, Budgets, Data Analysis, Analysis, Software Documentation, Teamwork, Strategic Planning, Banking, PeopleSoft, Training, Valuation, Bloomberg, SAP, Cost Accounting, Macroeconomics, Vlookup, VBA, Loan Servicing, QuickBooks, Business Analysis, Crystal Reports, Microeconomics, SAP ERP, CCH Intelliconnect, Visio
Education
Clark Atlanta University 2007 — 2009
Master's of Business Administration, Finance
The University of Southern Mississippi 2001 — 2006
B.S., Marketing
Hattiesburg High School 1998 — 2001
HS Diploma
DistributionNOW February 2015 - April 2015
Aurora Entertainment, LLC March 2013 - July 2013
Sanderson Farms September 2011 - December 2012
Northwestern Mutual March 2011 - August 2011
University of Southern Mississippi June 2010 - December 2010
MetLife June 2009 - July 2009
Verizon Wireless June 2008 - July 2008
Wells Fargo Financial June 2006 - July 2007
Regions Financial Corporation March 2006 - May 2006
Walt Disney World August 2004 - January 2005
Skills
Forecasting, Leadership, Financial Analysis, Management, Marketing, Access, Microsoft Excel, Microsoft Office, Business Planning, Financial Modeling, Customer Service, Time Management, Sales, Finance, Payroll, Accounting, Budgets, Data Analysis, Analysis, Software Documentation, Teamwork, Strategic Planning, Banking, PeopleSoft, Training, Valuation, Bloomberg, SAP, Cost Accounting, Macroeconomics, Vlookup, VBA, Loan Servicing, QuickBooks, Business Analysis, Crystal Reports, Microeconomics, SAP ERP, CCH Intelliconnect, Visio
Education
Clark Atlanta University 2007 — 2009
Master's of Business Administration, Finance
The University of Southern Mississippi 2001 — 2006
B.S., Marketing
Hattiesburg High School 1998 — 2001
HS Diploma
David Kellner David Kellner's Wells Fargo Financial Experience June 1997 - January 2005
Job Sales Associate
Industry Real Estate
Experience
Wind River Realty February 2014 - Present
Summit Financial January 2005 - January 2014
Wells Fargo Financial June 1997 - January 2005
Skills
Mortgage Lending, FHA, Mortgage Banking, Refinance, Loan Origination, Investment Properties, Credit, First Time Home Buyers, Valuation, Residential Mortgages, Short Sales, Microsoft Office, Single Family Homes, Customer Service, Sales, Management, Real Estate, Buyer Representation, Relocation
Education
Chadron State College 1995 — 1997
Bachelor of Science (BS), Finance and Management
Eastern Wyo 1993 — 1995
Associate's degree, Business Administration and Management, General
Wind River Realty February 2014 - Present
Summit Financial January 2005 - January 2014
Wells Fargo Financial June 1997 - January 2005
Skills
Mortgage Lending, FHA, Mortgage Banking, Refinance, Loan Origination, Investment Properties, Credit, First Time Home Buyers, Valuation, Residential Mortgages, Short Sales, Microsoft Office, Single Family Homes, Customer Service, Sales, Management, Real Estate, Buyer Representation, Relocation
Education
Chadron State College 1995 — 1997
Bachelor of Science (BS), Finance and Management
Eastern Wyo 1993 — 1995
Associate's degree, Business Administration and Management, General
David Umsted David Umsted's Wells Fargo Financial Experience May 2002 - July 2003
Job Vice President at Triumph Mortgage
Industry Banking
Experience
Triumph Mortgage September 2013 - Present
Memphis Mortgage Bankers Association 2013 - January 2014
Merchants and Planters Bank August 2008 - August 2013
First Tennessee Home Loans November 2006 - August 2008
Wells Fargo Home Mortgage July 2003 - October 2006
Wells Fargo Financial May 2002 - July 2003
Skills
Mortgage Lending, Strategic Planning, Business Development, Marketing, Loans, Mortgage Marketing, Strategic Financial..., Credit, Mortgage Banking, Loan Origination, FHA, Refinance, Credit Analysis, USDA, Banking, Real Estate, Portfolio Management, Investments, Sellers, Underwriting, Residential Mortgages, Financial Services, Investment Properties, Construction Loans, Commercial Lending
Education
Christian Brothers University 2007 — 2008
Graduate of the Certified Financial Planning Program, Financial Planning and Services
Millsaps College 1998 — 2002
BA, Business Administration, Economics, Finance
Christian Brothers High School 1994 — 1998
Triumph Mortgage September 2013 - Present
Memphis Mortgage Bankers Association 2013 - January 2014
Merchants and Planters Bank August 2008 - August 2013
First Tennessee Home Loans November 2006 - August 2008
Wells Fargo Home Mortgage July 2003 - October 2006
Wells Fargo Financial May 2002 - July 2003
Skills
Mortgage Lending, Strategic Planning, Business Development, Marketing, Loans, Mortgage Marketing, Strategic Financial..., Credit, Mortgage Banking, Loan Origination, FHA, Refinance, Credit Analysis, USDA, Banking, Real Estate, Portfolio Management, Investments, Sellers, Underwriting, Residential Mortgages, Financial Services, Investment Properties, Construction Loans, Commercial Lending
Education
Christian Brothers University 2007 — 2008
Graduate of the Certified Financial Planning Program, Financial Planning and Services
Millsaps College 1998 — 2002
BA, Business Administration, Economics, Finance
Christian Brothers High School 1994 — 1998
alexandra danica soriano alexandra danica soriano's Wells Fargo Financial Experience April 2009 - July 2014
Job Administrative Assistant at Pietra Fina, Inc
Industry Financial Services
Experience
Pietra Fina, Inc August 2014 - Present
Wells Fargo Financial April 2009 - July 2014
Nordstrom September 2006 - August 2009
Tri City Family Dentistry January 2004 - January 2005
Skills
Communication Skills, Problem Solving, Team Leadership, Customer Service, Computers, Positive Team Player, Project Planning, Organization, Easily Adaptable, Highly motivated..., Always Punctual, Innovator, Fast Learner, Team Building, PowerPoint, Microsoft Excel, Communication, Microsoft Office, Outlook, Microsoft Word, Sales, Teamwork, Time Management
Education
james logan high school 2002 — 2006
James Logan High School
High School Diploma
Chabot College
De Anza Community Ca
General Education; English, Math, Cultural Anthropology, and
Pietra Fina, Inc August 2014 - Present
Wells Fargo Financial April 2009 - July 2014
Nordstrom September 2006 - August 2009
Tri City Family Dentistry January 2004 - January 2005
Skills
Communication Skills, Problem Solving, Team Leadership, Customer Service, Computers, Positive Team Player, Project Planning, Organization, Easily Adaptable, Highly motivated..., Always Punctual, Innovator, Fast Learner, Team Building, PowerPoint, Microsoft Excel, Communication, Microsoft Office, Outlook, Microsoft Word, Sales, Teamwork, Time Management
Education
james logan high school 2002 — 2006
James Logan High School
High School Diploma
Chabot College
De Anza Community Ca
General Education; English, Math, Cultural Anthropology, and
Deven Chase Deven Chase's Wells Fargo Financial Experience July 2004 - August 2009
Job REALTOR® at Synergy Sotheby's International Realty
Industry Real Estate
Experience
Synergy Sotheby's International Realty November 2012 - Present
Yelp October 2012 - March 2013
Switch January 2012 - September 2012
Real Estate Help Center December 2009 - January 2012
NRG Marketing LLC November 2010 - April 2011
Direct Entertainment Marketing 2006 - 2010
Wells Fargo Financial July 2004 - August 2009
Skills
Online Advertising, Social Media, Event Planning, Public Relations, Customer Service, Microsoft Office, Marketing, Social Media Marketing, Marketing Communications, Retail, Nonprofits, Team Building, Networking, Management, Sales, Leadership, Budgets, Marketing Strategy, PowerPoint, Recruiting, Public Speaking, Time Management, Advertising, Event Management, Online Marketing, Hospitality, Social Networking, Facebook, Email Marketing, Small Business, Account Management, Training, Entrepreneurship, Fundraising, Market Research
Education
Georgia State University 2001 — 2003
College of Southern Nevada 2010 — 2011
GLVAR
Synergy Sotheby's International Realty November 2012 - Present
Yelp October 2012 - March 2013
Switch January 2012 - September 2012
Real Estate Help Center December 2009 - January 2012
NRG Marketing LLC November 2010 - April 2011
Direct Entertainment Marketing 2006 - 2010
Wells Fargo Financial July 2004 - August 2009
Skills
Online Advertising, Social Media, Event Planning, Public Relations, Customer Service, Microsoft Office, Marketing, Social Media Marketing, Marketing Communications, Retail, Nonprofits, Team Building, Networking, Management, Sales, Leadership, Budgets, Marketing Strategy, PowerPoint, Recruiting, Public Speaking, Time Management, Advertising, Event Management, Online Marketing, Hospitality, Social Networking, Facebook, Email Marketing, Small Business, Account Management, Training, Entrepreneurship, Fundraising, Market Research
Education
Georgia State University 2001 — 2003
College of Southern Nevada 2010 — 2011
GLVAR
Darryl Yates, MBA Darryl Yates, MBA's Wells Fargo Financial Experience November 2002 - March 2005
Job Marketing Mananger at Extensions Plus
Industry Marketing and Advertising
Experience
Extensions Plus July 2014 - Present
G2 Marketing Solutions May 2011 - Present
EURweb.com November 2006 - Present
Audionamix March 2010 - October 2012
Wachovia Bank March 2005 - December 2009
Wells Fargo Financial November 2002 - March 2005
Capitol Records August 2001 - December 2001
The White House June 2000 - August 2000
Skills
Advertising, Customer Relations, SEO, Market Planning, Adobe Creative Suite, Strategic Planning, Corporate Communications, Marketing Strategy, Marketing, Entertainment, Customer Service, Business Development, Social Media, Social Networking, Leadership, Management, Start-ups, Strategy, Entrepreneurship, Media Relations, Sales, New Business Development, Business Planning, Product Management, Strategic Communications, Sales Process, Social Media Marketing, Online Marketing, Email Marketing, Public Relations, Strategic Partnerships, Digital Media, Marketing Communications, Interviews
Education
Keller Graduate School of Management of DeVry University 2004 — 2007
Masters Degree, Business Administration
College of Charleston 1998 — 2002
B.A, Corporate Communications
Beaufort High 1995 — 1998
High School Diploma, Business
Extensions Plus July 2014 - Present
G2 Marketing Solutions May 2011 - Present
EURweb.com November 2006 - Present
Audionamix March 2010 - October 2012
Wachovia Bank March 2005 - December 2009
Wells Fargo Financial November 2002 - March 2005
Capitol Records August 2001 - December 2001
The White House June 2000 - August 2000
Skills
Advertising, Customer Relations, SEO, Market Planning, Adobe Creative Suite, Strategic Planning, Corporate Communications, Marketing Strategy, Marketing, Entertainment, Customer Service, Business Development, Social Media, Social Networking, Leadership, Management, Start-ups, Strategy, Entrepreneurship, Media Relations, Sales, New Business Development, Business Planning, Product Management, Strategic Communications, Sales Process, Social Media Marketing, Online Marketing, Email Marketing, Public Relations, Strategic Partnerships, Digital Media, Marketing Communications, Interviews
Education
Keller Graduate School of Management of DeVry University 2004 — 2007
Masters Degree, Business Administration
College of Charleston 1998 — 2002
B.A, Corporate Communications
Beaufort High 1995 — 1998
High School Diploma, Business
Rajat Agrawal Rajat Agrawal's Wells Fargo Financial Experience September 2006 - June 2007
Job Sr. Product Manager at Jeppesen A Boeing Company
Industry Airlines/Aviation
Experience
Jeppesen, a Boeing Company April 2014 - Present
Jeppesen, a Boeing Company March 2013 - March 2014
Jeppesen, a Boeing Company April 2012 - March 2013
Jeppesen, a Boeing Company April 2010 - March 2012
SKK Business Consulting July 2009 - April 2010
CallidusCloud July 2007 - July 2009
Motorola (Callidus EIM Consultant) July 2008 - June 2009
Allianz Life (Callidus EIM Consultant) January 2008 - June 2008
Autodesk July 2007 - December 2007
Wells Fargo Financial September 2006 - June 2007
Skills
Product Management, Requirements Analysis, Agile Methodologies, SDLC, Integration, Software Project..., SOA, Business Analysis, Requirements Gathering, UML, Software Development, Scrum, Use Case Analysis, Visio, Unix, Solution Architecture, Systems Engineering, Business Process..., Atlassian JIRA, SQL, Business Intelligence, Analysis, Software Documentation, Business Requirements, Business Process, Software System Analysis, Oracle BI EE, Siebel, IBM Rational Tools, Matlab, VHDL, Sparx Enterprise..., Informatica, ETL, Large Systems..., XML, SAS, Software Engineering, Cloud Computing, Data Modeling, PL/SQL, Testing, Enterprise Architecture, Java, Oracle, Web Services, Microsoft SQL Server, Requirements Management, Java Enterprise Edition
Education
Colorado State University
Master of Science (MS), Electrical and Computer Engineering
UIT - Barkatullah University
Bachelor of Science (BS), Electrical, Electronics and Communications Engineering
Jawaharlal Nehru School
Jeppesen, a Boeing Company April 2014 - Present
Jeppesen, a Boeing Company March 2013 - March 2014
Jeppesen, a Boeing Company April 2012 - March 2013
Jeppesen, a Boeing Company April 2010 - March 2012
SKK Business Consulting July 2009 - April 2010
CallidusCloud July 2007 - July 2009
Motorola (Callidus EIM Consultant) July 2008 - June 2009
Allianz Life (Callidus EIM Consultant) January 2008 - June 2008
Autodesk July 2007 - December 2007
Wells Fargo Financial September 2006 - June 2007
Skills
Product Management, Requirements Analysis, Agile Methodologies, SDLC, Integration, Software Project..., SOA, Business Analysis, Requirements Gathering, UML, Software Development, Scrum, Use Case Analysis, Visio, Unix, Solution Architecture, Systems Engineering, Business Process..., Atlassian JIRA, SQL, Business Intelligence, Analysis, Software Documentation, Business Requirements, Business Process, Software System Analysis, Oracle BI EE, Siebel, IBM Rational Tools, Matlab, VHDL, Sparx Enterprise..., Informatica, ETL, Large Systems..., XML, SAS, Software Engineering, Cloud Computing, Data Modeling, PL/SQL, Testing, Enterprise Architecture, Java, Oracle, Web Services, Microsoft SQL Server, Requirements Management, Java Enterprise Edition
Education
Colorado State University
Master of Science (MS), Electrical and Computer Engineering
UIT - Barkatullah University
Bachelor of Science (BS), Electrical, Electronics and Communications Engineering
Jawaharlal Nehru School
Alexandria Seydel's Wells Fargo Financial Experience June 2010 - January 2011
Job Semester Associate, Stahl Cowen Crowley Addis LLC
Industry Legal Services
Experience
Stahl Cowen Crowley Addis LLC August 2015 - Present
Illinois Appellate Court, First District May 2015 - July 2015
Bridgeview Bank Mortgage February 2013 - July 2014
Smith, Hemmesch, Burke & Kaczynski May 2011 - February 2013
Wells Fargo Financial June 2010 - January 2011
Wells Fargo May 2008 - August 2008
Skills
Legal Writing, Legal Research, Financial Analysis, Investments, Credit, Sales, Real Estate Financing, Banking, Real Estate
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2014 — 2017
Juris Doctor
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
Bachelor of Science, Finance, Political Science
Stahl Cowen Crowley Addis LLC August 2015 - Present
Illinois Appellate Court, First District May 2015 - July 2015
Bridgeview Bank Mortgage February 2013 - July 2014
Smith, Hemmesch, Burke & Kaczynski May 2011 - February 2013
Wells Fargo Financial June 2010 - January 2011
Wells Fargo May 2008 - August 2008
Skills
Legal Writing, Legal Research, Financial Analysis, Investments, Credit, Sales, Real Estate Financing, Banking, Real Estate
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2014 — 2017
Juris Doctor
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
Bachelor of Science, Finance, Political Science
Amanda Hart Amanda Hart's Wells Fargo Financial Experience March 2006 - February 2007
Job In House Counsel at First National Assets
Industry Law Practice
Experience
First National Assets January 2015 - Present
Law Offices of Richard D. Glickman September 2014 - December 2014
Z Financial, LLC April 2012 - September 2014
Legalpeople November 2011 - August 2012
Sherwood Law Group September 2010 - August 2011
Krohn and Moss, Ltd. April 2009 - February 2011
J.P. Morgan Chase Bank, N.A. February 2007 - April 2008
Wells Fargo Financial March 2006 - February 2007
Skills
Litigation, Real Estate, Personal Injury, Foreclosures, Legal Writing, Adoption, Legal Issues, Document Review, Trials, Motions
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2008 — 2011
Juris Doctor, Law
University of Illinois at Urbana-Champaign 2002 — 2005
B.S., Molecular and Cellular Biology
First National Assets January 2015 - Present
Law Offices of Richard D. Glickman September 2014 - December 2014
Z Financial, LLC April 2012 - September 2014
Legalpeople November 2011 - August 2012
Sherwood Law Group September 2010 - August 2011
Krohn and Moss, Ltd. April 2009 - February 2011
J.P. Morgan Chase Bank, N.A. February 2007 - April 2008
Wells Fargo Financial March 2006 - February 2007
Skills
Litigation, Real Estate, Personal Injury, Foreclosures, Legal Writing, Adoption, Legal Issues, Document Review, Trials, Motions
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2008 — 2011
Juris Doctor, Law
University of Illinois at Urbana-Champaign 2002 — 2005
B.S., Molecular and Cellular Biology
Jennifer Asensio Jennifer Asensio's Wells Fargo Financial Experience July 2007 - May 2010
Job Counsel at Hydraflow
Industry Law Practice
Experience
Hydraflow January 2015 - Present
Bryan Cave January 2014 - December 2014
Justice in Education June 2012 - August 2012
Orange County Office of the County Counsel January 2012 - April 2012
Wells Fargo Financial July 2007 - May 2010
American Funds September 2005 - October 2006
Skills
Microsoft Word, Research, Outlook, Microsoft Office, Microsoft Excel, PowerPoint, English, Customer Service, Legal Research, Windows, Legal Writing, Editing, Teaching, Spanish, Lexis, Westlaw, Technical Writing
Education
Chapman University, School of Law 2010 — 2013
Juris Doctor
University of California, Santa Barbara 2001 — 2005
Bachelor of Arts (B.A.), Law & Society; Spanish
Hydraflow January 2015 - Present
Bryan Cave January 2014 - December 2014
Justice in Education June 2012 - August 2012
Orange County Office of the County Counsel January 2012 - April 2012
Wells Fargo Financial July 2007 - May 2010
American Funds September 2005 - October 2006
Skills
Microsoft Word, Research, Outlook, Microsoft Office, Microsoft Excel, PowerPoint, English, Customer Service, Legal Research, Windows, Legal Writing, Editing, Teaching, Spanish, Lexis, Westlaw, Technical Writing
Education
Chapman University, School of Law 2010 — 2013
Juris Doctor
University of California, Santa Barbara 2001 — 2005
Bachelor of Arts (B.A.), Law & Society; Spanish
Dana Stevenson Dana Stevenson's Wells Fargo Financial Experience November 2010 - Present
Job Sr. DBA at Wells Fargo Financial
Industry Information Technology and Services
Experience
Wells Fargo Financial November 2010 - Present
Bay Area Association of Database Developers January 2010 - March 2012
Birst January 2010 - October 2010
Gilead - Sr. DBA Consultant December 2009 - February 2010
Williams-Sonoma, Inc. August 2008 - June 2009
PG & E October 2007 - August 2008
Pure Digital Technologies - Now Cisco (The Flip Camera) February 2007 - September 2007
Wells Fargo 2005 - 2007
Olivia, LLC 2002 - 2004
Heller Ehrman Law Firm 2001 - 2004
Skills
Microsoft SQL Server, SQL, Data Modeling, Databases, Program Development, Database Administration, Data Warehousing, Business Intelligence, SDLC, Program Management, ETL, SSIS, Disaster Recovery, Active Directory, Database Design, MySQL, Agile Methodologies, Integration, Microsoft Exchange, Technical Support, Vendor Management, SQL Tuning, Performance Tuning, T-SQL, Oracle, IIS
Education
Golden Gate University 2005 — 2006
Master, Database Administration & Development
College of Charleston 1986 — 1992
B.S Biology, Pre-Med
Wells Fargo Financial November 2010 - Present
Bay Area Association of Database Developers January 2010 - March 2012
Birst January 2010 - October 2010
Gilead - Sr. DBA Consultant December 2009 - February 2010
Williams-Sonoma, Inc. August 2008 - June 2009
PG & E October 2007 - August 2008
Pure Digital Technologies - Now Cisco (The Flip Camera) February 2007 - September 2007
Wells Fargo 2005 - 2007
Olivia, LLC 2002 - 2004
Heller Ehrman Law Firm 2001 - 2004
Skills
Microsoft SQL Server, SQL, Data Modeling, Databases, Program Development, Database Administration, Data Warehousing, Business Intelligence, SDLC, Program Management, ETL, SSIS, Disaster Recovery, Active Directory, Database Design, MySQL, Agile Methodologies, Integration, Microsoft Exchange, Technical Support, Vendor Management, SQL Tuning, Performance Tuning, T-SQL, Oracle, IIS
Education
Golden Gate University 2005 — 2006
Master, Database Administration & Development
College of Charleston 1986 — 1992
B.S Biology, Pre-Med
Eric Uhl Eric Uhl's Wells Fargo Financial Experience March 1999 - April 2004
Job Loan Officer at Academy Mortgage NMLS#115342 WA #CL3113
Industry Financial Services
Experience
Academy Mortgage Corporation January 2012 - Present
Bank of America November 2009 - October 2011
Northwest Funding Group April 2004 - November 2009
Wells Fargo Financial March 1999 - April 2004
Skills
Mortgage Lending, Loans, Banking, Financial Services, Customer Service, Real Estate Transactions, Refinance, Mortgage Banking, Loan Origination, FHA, Time Management, Credit
Education
University of Washington 1995 — 1997
Bacherlor's, Finance
Clark College 1992 — 1995
Associates of Art and Science, Business
Academy Mortgage Corporation January 2012 - Present
Bank of America November 2009 - October 2011
Northwest Funding Group April 2004 - November 2009
Wells Fargo Financial March 1999 - April 2004
Skills
Mortgage Lending, Loans, Banking, Financial Services, Customer Service, Real Estate Transactions, Refinance, Mortgage Banking, Loan Origination, FHA, Time Management, Credit
Education
University of Washington 1995 — 1997
Bacherlor's, Finance
Clark College 1992 — 1995
Associates of Art and Science, Business
Steve Elkin Steve Elkin's Wells Fargo Financial Experience March 2005 - August 2010
Job Business Specialist at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo September 2012 - Present
Wells Fargo August 2010 - August 2012
Wells Fargo Financial March 2005 - August 2010
Wells Fargo Financial February 2004 - March 2005
Wells Fargo Financial October 2003 - February 2004
Skills
Mortgage Lending, Credit, Consumer Lending, Banking, Small Business Lending, Loans, Cross Selling, Commercial Lending, Credit Analysis, Lines Of Credit
Education
Chapman University 2001 — 2003
B.S, Management
College of Marin 1998 — 2000
A.A, Liberal Arts
Novato High School
Wells Fargo September 2012 - Present
Wells Fargo August 2010 - August 2012
Wells Fargo Financial March 2005 - August 2010
Wells Fargo Financial February 2004 - March 2005
Wells Fargo Financial October 2003 - February 2004
Skills
Mortgage Lending, Credit, Consumer Lending, Banking, Small Business Lending, Loans, Cross Selling, Commercial Lending, Credit Analysis, Lines Of Credit
Education
Chapman University 2001 — 2003
B.S, Management
College of Marin 1998 — 2000
A.A, Liberal Arts
Novato High School
Andrew Sheils Andrew Sheils's Wells Fargo Financial Experience October 2010 - December 2010
Job Merrill Lynch Commodities
Industry Banking
Experience
Merrill Lynch Commodities October 2013 - Present
Bank of America Merrill Lynch January 2011 - October 2013
Wells Fargo Financial October 2010 - December 2010
Skills
Trading Operations, Trading Systems, Electronic Trading, Agile Methodologies, Financial Analysis, Financial Modeling, Financial Reporting, Financial Accounting, Cost Accounting, Lean Operations, Scrum, Microsoft Excel, Microsoft Office, Bloomberg Terminal, Commodity, Finance, Derivatives, Sales
Education
The University of Texas at Austin 2014 — 2014
Certificate of Energy, Energy Markets & Infrastructure
Clemson University - College of Business and Behavioral Science 2006 — 2010
Corporate Finance, Finance & Accounting
Merrill Lynch Commodities October 2013 - Present
Bank of America Merrill Lynch January 2011 - October 2013
Wells Fargo Financial October 2010 - December 2010
Skills
Trading Operations, Trading Systems, Electronic Trading, Agile Methodologies, Financial Analysis, Financial Modeling, Financial Reporting, Financial Accounting, Cost Accounting, Lean Operations, Scrum, Microsoft Excel, Microsoft Office, Bloomberg Terminal, Commodity, Finance, Derivatives, Sales
Education
The University of Texas at Austin 2014 — 2014
Certificate of Energy, Energy Markets & Infrastructure
Clemson University - College of Business and Behavioral Science 2006 — 2010
Corporate Finance, Finance & Accounting
Lisa Cunico Lisa Cunico's Wells Fargo Financial Experience March 2008 - March 2009
Job University Affairs Recruiter at Halliburton
Industry Oil & Energy
Experience
Halliburton January 2015 - Present
Halliburton November 2012 - January 2015
Halliburton September 2011 - November 2012
ITT Technical Institute September 2009 - September 2011
Wells Fargo Financial March 2008 - March 2009
Apria Healthcare January 2007 - March 2008
Cingular Wireless June 2006 - October 2006
Skills
Recruiting, Training, Human Resources, Onboarding, Sales, Management, Customer Service, Interviews, Applicant Tracking..., College Recruiting, Talent Acquisition, Payroll, Employee Relations, New Hire Orientations, Technical Recruiting, Sourcing, Employee Benefits, Cold Calling, Employee Training, Staffing Services, Screening Resumes, Sales Presentations, Job Fairs, Social Networking, Networking, HR Policies
Education
Colorado State University 2000 — 2004
Bachelor of Science, Business Administration/Marketing, 3.321
Halliburton January 2015 - Present
Halliburton November 2012 - January 2015
Halliburton September 2011 - November 2012
ITT Technical Institute September 2009 - September 2011
Wells Fargo Financial March 2008 - March 2009
Apria Healthcare January 2007 - March 2008
Cingular Wireless June 2006 - October 2006
Skills
Recruiting, Training, Human Resources, Onboarding, Sales, Management, Customer Service, Interviews, Applicant Tracking..., College Recruiting, Talent Acquisition, Payroll, Employee Relations, New Hire Orientations, Technical Recruiting, Sourcing, Employee Benefits, Cold Calling, Employee Training, Staffing Services, Screening Resumes, Sales Presentations, Job Fairs, Social Networking, Networking, HR Policies
Education
Colorado State University 2000 — 2004
Bachelor of Science, Business Administration/Marketing, 3.321
Steve Mydlowski Steve Mydlowski's Wells Fargo Financial Experience August 2000 - August 2002
Job Program Management, Operations & Client Services Professional
Industry Broadcast Media
Experience
Media Audits International (formerly Cable Audit Associates, Inc.) January 2010 - January 2014
Media Audits International (formerly Cable Audit Associates, Inc.) June 2007 - December 2009
Media Audits International (formerly Cable Audit Associates, Inc.) July 2006 - May 2007
Media Audits International (formerly Cable Audit Associates, Inc.) October 2004 - July 2006
Media Audits International (formerly Cable Audit Associates, Inc.) September 2002 - September 2004
Wells Fargo Financial August 2000 - August 2002
Skills
Accounting, Management, Access, Process Improvement, Microsoft Excel, Project Implementation, Team Building, Business Strategy, Team Leadership, Mac OS X, Microsoft Windows 7, SharePoint, OmniGraffle, Excel, Word, PowerPoint, Microsoft Office, Team Management, Windows Vista, Windows XP Pro, MS Project, Visio, SQL Server Management..., OmniPlan, Keynote, iWork, Google Chrome, Firefox, Apple Safari, Internet Explorer, HTML, CSS, JavaScript, Rapid Prototyping
Education
Colorado State University
Bachelor of Arts, Economics
Media Audits International (formerly Cable Audit Associates, Inc.) January 2010 - January 2014
Media Audits International (formerly Cable Audit Associates, Inc.) June 2007 - December 2009
Media Audits International (formerly Cable Audit Associates, Inc.) July 2006 - May 2007
Media Audits International (formerly Cable Audit Associates, Inc.) October 2004 - July 2006
Media Audits International (formerly Cable Audit Associates, Inc.) September 2002 - September 2004
Wells Fargo Financial August 2000 - August 2002
Skills
Accounting, Management, Access, Process Improvement, Microsoft Excel, Project Implementation, Team Building, Business Strategy, Team Leadership, Mac OS X, Microsoft Windows 7, SharePoint, OmniGraffle, Excel, Word, PowerPoint, Microsoft Office, Team Management, Windows Vista, Windows XP Pro, MS Project, Visio, SQL Server Management..., OmniPlan, Keynote, iWork, Google Chrome, Firefox, Apple Safari, Internet Explorer, HTML, CSS, JavaScript, Rapid Prototyping
Education
Colorado State University
Bachelor of Arts, Economics
Shaylah Richburg's Wells Fargo Financial Experience August 2004 - May 2007
Job Sales Director at First Data Corporation
Industry Financial Services
Experience
First Data Corporation March 2015 - Present
Fifth Third Bank May 2009 - February 2015
Wachovia May 2007 - May 2009
Wells Fargo Financial August 2004 - May 2007
Skills
Finance, Consumer Lending, Small Business Lending, Loans, Banking, Retail Banking, Relationship Management, Series 63, Sales, Cross Selling, Customer Service, Mortgage Banking, Credit Cards, Strategic Planning, Lines Of Credit, Business Relationship..., Coaching, Microsoft Excel, Outlook, Credit, Mortgage Lending
Education
College of Charleston
B. S and B. A, Business Administration & Corp Communication
College of Charleston
First Data Corporation March 2015 - Present
Fifth Third Bank May 2009 - February 2015
Wachovia May 2007 - May 2009
Wells Fargo Financial August 2004 - May 2007
Skills
Finance, Consumer Lending, Small Business Lending, Loans, Banking, Retail Banking, Relationship Management, Series 63, Sales, Cross Selling, Customer Service, Mortgage Banking, Credit Cards, Strategic Planning, Lines Of Credit, Business Relationship..., Coaching, Microsoft Excel, Outlook, Credit, Mortgage Lending
Education
College of Charleston
B. S and B. A, Business Administration & Corp Communication
College of Charleston
Miranda Fulk's Wells Fargo Financial Experience December 2008 - March 2009
Job Sr Administrative Assistant at KPMG
Industry Financial Services
Experience
KPMG April 2013 - Present
Association of Old Crows October 2011 - March 2013
Science Applications International Corporation July 2011 - October 2011
Morgan Stanley Smith Barney March 2009 - July 2011
Wells Fargo Financial December 2008 - March 2009
Special Olympics June 2007 - October 2007
Northwestern Mutual May 2005 - August 2005
Skills
Travel Logistics, Volunteer Coordination, Customer Service, Conferences, Event Management, Non-profits, Microsoft Office, Customer Relations, Event Planning, Fundraising, Strategic Planning, Events, CRM, Logistics, Nonprofits, Proposal Writing, Marketing, Project Planning, Program Management, Management, Leadership, Business Strategy, Contract Negotiation, Public Speaking, Time Management, Sales, Volunteer Management, Government, Research, Meeting Planning, Microsoft Word, Administration, Team Building
Education
Christopher Newport University 2004 — 2008
B.S.B.A., Management
University of New Orleans 2006 — 2006
Art History, Business Management
James Madison High School
KPMG April 2013 - Present
Association of Old Crows October 2011 - March 2013
Science Applications International Corporation July 2011 - October 2011
Morgan Stanley Smith Barney March 2009 - July 2011
Wells Fargo Financial December 2008 - March 2009
Special Olympics June 2007 - October 2007
Northwestern Mutual May 2005 - August 2005
Skills
Travel Logistics, Volunteer Coordination, Customer Service, Conferences, Event Management, Non-profits, Microsoft Office, Customer Relations, Event Planning, Fundraising, Strategic Planning, Events, CRM, Logistics, Nonprofits, Proposal Writing, Marketing, Project Planning, Program Management, Management, Leadership, Business Strategy, Contract Negotiation, Public Speaking, Time Management, Sales, Volunteer Management, Government, Research, Meeting Planning, Microsoft Word, Administration, Team Building
Education
Christopher Newport University 2004 — 2008
B.S.B.A., Management
University of New Orleans 2006 — 2006
Art History, Business Management
James Madison High School
Kacie Burton Kacie Burton's Wells Fargo Financial Experience December 2011 - Present
Job Teller at Wells Fargo Financial
Industry Financial Services
Experience
Wells Fargo Financial December 2011 - Present
Senerius & Tye Law Firm May 2010 - August 2011
Chick-fil-A March 2008 - August 2011
Education
College of Charleston 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Leadership
Wells Fargo Financial December 2011 - Present
Senerius & Tye Law Firm May 2010 - August 2011
Chick-fil-A March 2008 - August 2011
Education
College of Charleston 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Leadership
steve sanchez, MBA's Wells Fargo Financial Experience June 2006 - December 2008
Job Operations Manager at Want My Look
Industry Apparel & Fashion
Experience
premium apparel plus May 2009 - February 2014
Wells Fargo Financial June 2006 - December 2008
TLC Distributing January 2002 - June 2006
RRPI Insurance Services/ Buckeye January 1999 - January 2002
Skills
Logistics Management, Operations Management, Sales Management, Strategic Planning, Financial Analysis, Budgets, Marketing Strategy, Sales, Market Research, Microsoft Office, Microsoft Excel, Marketing, Management, Customer Service, Forecasting, Project Management, PowerPoint, Microsoft Word, Inventory Management, Process Improvement, Finance, Event Planning, Spanish, Business Analysis, New Business Development, Business Strategy, Accounting, Time Management, QuickBooks, Team Building, Leadership, Analysis, Human Resources
Education
Pepperdine University, Graziadio School of Business and Management 2009 — 2011
Masters, Business Administration (MBA)
California State University
Bachelors, Business Finance
Cerritos College
A.A. Degree, Business Administration
premium apparel plus May 2009 - February 2014
Wells Fargo Financial June 2006 - December 2008
TLC Distributing January 2002 - June 2006
RRPI Insurance Services/ Buckeye January 1999 - January 2002
Skills
Logistics Management, Operations Management, Sales Management, Strategic Planning, Financial Analysis, Budgets, Marketing Strategy, Sales, Market Research, Microsoft Office, Microsoft Excel, Marketing, Management, Customer Service, Forecasting, Project Management, PowerPoint, Microsoft Word, Inventory Management, Process Improvement, Finance, Event Planning, Spanish, Business Analysis, New Business Development, Business Strategy, Accounting, Time Management, QuickBooks, Team Building, Leadership, Analysis, Human Resources
Education
Pepperdine University, Graziadio School of Business and Management 2009 — 2011
Masters, Business Administration (MBA)
California State University
Bachelors, Business Finance
Cerritos College
A.A. Degree, Business Administration
Mark S. Drehs Mark S. Drehs's Wells Fargo Financial Experience 1994 - 1995
Job Sales Account Manager AT&T Premier Client Group
Industry Information Technology and Services
Experience
AT&T June 2012 - Present
AT&T August 2011 - June 2012
AT&T June 2007 - August 2011
IBM 2006 - 2007
Verizon Wireless 1998 - 2006
ADP 1997 - 1998
Bank of America 1995 - 1997
Wells Fargo Financial 1994 - 1995
Skills
MPLS, Sales, B2B, Customer Retention, Enterprise Software, Managed Services, New Business Development, Solution Selling, Cloud Computing, Virtualization, Key Account Management, IP VPN, Security, Unified Communications, Territory Management, Hosting Services
Education
College of Charleston 1991 — 1994
Bachelor of Science (B.S.), Economics
AT&T June 2012 - Present
AT&T August 2011 - June 2012
AT&T June 2007 - August 2011
IBM 2006 - 2007
Verizon Wireless 1998 - 2006
ADP 1997 - 1998
Bank of America 1995 - 1997
Wells Fargo Financial 1994 - 1995
Skills
MPLS, Sales, B2B, Customer Retention, Enterprise Software, Managed Services, New Business Development, Solution Selling, Cloud Computing, Virtualization, Key Account Management, IP VPN, Security, Unified Communications, Territory Management, Hosting Services
Education
College of Charleston 1991 — 1994
Bachelor of Science (B.S.), Economics
David Restivo David Restivo's Wells Fargo Financial Experience September 2006 - September 2007
Job Associate Director at Marcus & Millichap
Industry Financial Services
Experience
Marcus & Millichap September 2014 - Present
Knight Commercial Group 2012 - Present
Willam Bird and Company, Inc September 2007 - October 2013
Wells Fargo Financial September 2006 - September 2007
Aflac July 2005 - October 2005
Skills
Marketing, Strategic Planning, Risk Management, Financial Analysis, Negotiation, Account Management, Customer Service, Customer Retention, Customer Acquisition, Accounts Receivable, Microsoft Office, Dunn & Bradstreet, Relationship Management, Leadership, Process Improvement, Management, Finance, Insurance, Credit, Credit Analysis, Portfolio Management, Forecasting, Loans, Underwriting, Training, Accounting, Banking, Financial Modeling, Mortgage Lending, Strategic Financial..., Financial Services, Commercial Lending, Corporate Finance, Valuation
Education
The Citadel 2009 — 2011
Master of Business Administration (MBA)
College of Charleston 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Marcus & Millichap September 2014 - Present
Knight Commercial Group 2012 - Present
Willam Bird and Company, Inc September 2007 - October 2013
Wells Fargo Financial September 2006 - September 2007
Aflac July 2005 - October 2005
Skills
Marketing, Strategic Planning, Risk Management, Financial Analysis, Negotiation, Account Management, Customer Service, Customer Retention, Customer Acquisition, Accounts Receivable, Microsoft Office, Dunn & Bradstreet, Relationship Management, Leadership, Process Improvement, Management, Finance, Insurance, Credit, Credit Analysis, Portfolio Management, Forecasting, Loans, Underwriting, Training, Accounting, Banking, Financial Modeling, Mortgage Lending, Strategic Financial..., Financial Services, Commercial Lending, Corporate Finance, Valuation
Education
The Citadel 2009 — 2011
Master of Business Administration (MBA)
College of Charleston 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Chris Hecox Chris Hecox's Wells Fargo Financial Experience August 2004 - January 2006
Job Owner at Mid America Appliance
Industry Retail
Experience
Mid America Appliance January 2008 - Present
Sleep Zone January 2006 - August 2007
Wells Fargo Financial August 2004 - January 2006
Skills
Retail, Customer Service, Merchandising, Inventory Management, Visual Merchandising, Store Management, Microsoft Office, Microsoft Excel, Loss Prevention, Sales, Management, Microsoft Word, Negotiation, Marketing Strategy
Education
Wichita State University 2001 — 2003
Bachelor's degree, Criminology
Cloud County Community College 1999 — 2001
Associate of Arts (A.A.)
Mid America Appliance January 2008 - Present
Sleep Zone January 2006 - August 2007
Wells Fargo Financial August 2004 - January 2006
Skills
Retail, Customer Service, Merchandising, Inventory Management, Visual Merchandising, Store Management, Microsoft Office, Microsoft Excel, Loss Prevention, Sales, Management, Microsoft Word, Negotiation, Marketing Strategy
Education
Wichita State University 2001 — 2003
Bachelor's degree, Criminology
Cloud County Community College 1999 — 2001
Associate of Arts (A.A.)
Brice Smith's Wells Fargo Financial Experience March 1998 - March 2001
Job Founder/President at InvestiNet, LLC
Industry Financial Services
Experience
InvestiNet, LLC May 2011 - Present
Eltman, Eltman & Cooper March 2007 - March 2011
Resurgent Capital Services April 2001 - March 2007
Wells Fargo Financial March 1998 - March 2001
Skills
Financial Analysis, Bankruptcy, Strategic Planning, Operations Management, Process Improvement, Microsoft Excel, Customer Service, Team Leadership, Negotiation, Contract Negotiation, Civil Litigation, Microsoft Office, Commercial Litigation, Business Analysis, Litigation, Outlook, Analysis, Credit, Sales, Call Centers, Portfolio Management, Marketing, Credit Cards, Finance, Training, Insurance, Risk Management, Executive Management, Financial Services, Banking, Leadership, Start-ups, Vendor Management, Due Diligence, Strategy
Education
Clemson University 1999 — 2000
MBA
Florida State University - College of Business 1992 — 1996
InvestiNet, LLC May 2011 - Present
Eltman, Eltman & Cooper March 2007 - March 2011
Resurgent Capital Services April 2001 - March 2007
Wells Fargo Financial March 1998 - March 2001
Skills
Financial Analysis, Bankruptcy, Strategic Planning, Operations Management, Process Improvement, Microsoft Excel, Customer Service, Team Leadership, Negotiation, Contract Negotiation, Civil Litigation, Microsoft Office, Commercial Litigation, Business Analysis, Litigation, Outlook, Analysis, Credit, Sales, Call Centers, Portfolio Management, Marketing, Credit Cards, Finance, Training, Insurance, Risk Management, Executive Management, Financial Services, Banking, Leadership, Start-ups, Vendor Management, Due Diligence, Strategy
Education
Clemson University 1999 — 2000
MBA
Florida State University - College of Business 1992 — 1996
Amanda Wetherington Amanda Wetherington's Wells Fargo Financial Experience January 2004 - April 2008
Job Sr. Benefits Manager at Capital One
Industry Financial Services
Experience
Capital One February 2015 - Present
Capital One May 2011 - January 2015
Ferguson Enterprises June 2008 - May 2011
Wells Fargo Financial January 2004 - April 2008
Towers Perrin December 2001 - January 2004
Skills
Customer Service, Microsoft Excel, Sales, Microsoft Office, Human Resources, PowerPoint, Vendor Management, Outlook, Management, Deferred Compensation, Analysis, Onboarding
Education
The College of William and Mary 2014 — 2016
Master of Business Administration (MBA)
Christopher Newport University 2000 — 2002
Bachelor of Science Degree, Business Administration Major; Emphasis in Management
University of Hawaii at Manoa 1998 — 2000
Capital One February 2015 - Present
Capital One May 2011 - January 2015
Ferguson Enterprises June 2008 - May 2011
Wells Fargo Financial January 2004 - April 2008
Towers Perrin December 2001 - January 2004
Skills
Customer Service, Microsoft Excel, Sales, Microsoft Office, Human Resources, PowerPoint, Vendor Management, Outlook, Management, Deferred Compensation, Analysis, Onboarding
Education
The College of William and Mary 2014 — 2016
Master of Business Administration (MBA)
Christopher Newport University 2000 — 2002
Bachelor of Science Degree, Business Administration Major; Emphasis in Management
University of Hawaii at Manoa 1998 — 2000
Anthony Nemeth Anthony Nemeth's Wells Fargo Financial Experience September 2013 - Present
Job Paralegal & Notary Public
Industry Legal Services
Experience
Wells Fargo Financial September 2013 - Present
Routh Crabtree & Olsen November 2012 - June 2013
Dunn Carney Allen Higgins & Tongue LLP August 2011 - May 2012
Community Alliance for Tenants 2010 - 2011
Stoel Rives LLP April 2001 - November 2008
Empower The Children February 2008 - March 2008
Impulse NGO January 2000 - 2002
SOS Children's Villages October 1998 - January 1999
Skills
Legal Research, Research, Corporate Law, Financial Regulation, Trademarks, UCC filings, Renewable Energy, Regulatory Filings, Legal Writing, Westlaw, Litigation Support, Legal Assistance, Document Review, Legal Documents, Notary Public
Education
Portland Community College 2009 — 2010
Paralegal Degree, Legal Assistant/Paralegal
University of Oregon 1990 — 1993
City University of New York-Hunter College 1988 — 1990
Political Science and Government
Buxton School
Gen Ed
Millbrook School
Gen Ed
Wells Fargo Financial September 2013 - Present
Routh Crabtree & Olsen November 2012 - June 2013
Dunn Carney Allen Higgins & Tongue LLP August 2011 - May 2012
Community Alliance for Tenants 2010 - 2011
Stoel Rives LLP April 2001 - November 2008
Empower The Children February 2008 - March 2008
Impulse NGO January 2000 - 2002
SOS Children's Villages October 1998 - January 1999
Skills
Legal Research, Research, Corporate Law, Financial Regulation, Trademarks, UCC filings, Renewable Energy, Regulatory Filings, Legal Writing, Westlaw, Litigation Support, Legal Assistance, Document Review, Legal Documents, Notary Public
Education
Portland Community College 2009 — 2010
Paralegal Degree, Legal Assistant/Paralegal
University of Oregon 1990 — 1993
City University of New York-Hunter College 1988 — 1990
Political Science and Government
Buxton School
Gen Ed
Millbrook School
Gen Ed
Jereme Marshall Jereme Marshall's Wells Fargo Financial Experience January 1999 - July 2000
Job National Sales at First Data Corporation
Industry Financial Services
Experience
Colorado Venom Baseball Club August 2012 - Present
First Data Corporation February 2015 - Present
Microsoft May 2013 - January 2015
Giftango Corporation November 2011 - May 2013
Western Union December 2010 - October 2011
Western Union July 2006 - December 2010
Western Union July 2005 - July 2006
Western Union April 2002 - July 2005
Western Union July 2000 - April 2002
Wells Fargo Financial January 1999 - July 2000
Skills
Mobile Payments, Electronic Payments, Mobile Commerce, Payments, Payment Card Processing, Leadership, Sales, Product Management, Debit Cards, Strategic Partnerships, Mobile Devices, Credit Cards, Payment Systems, E-commerce, Financial Services, B2B, Product Marketing, Strategy, Start-ups, Executive Management, Relationship Management, Loyalty Programs, Sales Operations, Product Development, CRM, Competitive Analysis, P&L Management, Analytics, Business Development, Customer Acquisition, Cross-functional Team...
Education
Regis University 2007 — 2009
MBA, Business
Mesa State College 1994 — 1998
BBA, Business Management
Colorado Venom Baseball Club August 2012 - Present
First Data Corporation February 2015 - Present
Microsoft May 2013 - January 2015
Giftango Corporation November 2011 - May 2013
Western Union December 2010 - October 2011
Western Union July 2006 - December 2010
Western Union July 2005 - July 2006
Western Union April 2002 - July 2005
Western Union July 2000 - April 2002
Wells Fargo Financial January 1999 - July 2000
Skills
Mobile Payments, Electronic Payments, Mobile Commerce, Payments, Payment Card Processing, Leadership, Sales, Product Management, Debit Cards, Strategic Partnerships, Mobile Devices, Credit Cards, Payment Systems, E-commerce, Financial Services, B2B, Product Marketing, Strategy, Start-ups, Executive Management, Relationship Management, Loyalty Programs, Sales Operations, Product Development, CRM, Competitive Analysis, P&L Management, Analytics, Business Development, Customer Acquisition, Cross-functional Team...
Education
Regis University 2007 — 2009
MBA, Business
Mesa State College 1994 — 1998
BBA, Business Management
Robert Brewington Robert Brewington's Wells Fargo Financial Experience October 2009 - October 2010
Job Law Clerk (Volunteer) to the Honorable Saundra B. Armstrong at U.S. District Court, Northern District of California
Industry Law Practice
Experience
Atkinson & Associates June 2015 - Present
U.S. District Court, Northern District of California September 2014 - Present
U.S. District Court, Northern District of California January 2014 - May 2014
University of San Francisco School of Law August 2011 - May 2014
Bar Association of San Francisco; Justice & Diversity Center's Consumer Project October 2013 - January 2014
Santa Clara County, Office of the District Attorney May 2013 - August 2013
University of San Francisco School of Law, Academic Support Program August 2012 - June 2013
Cooper, White & Cooper LLP January 2013 - May 2013
University of San Francisco School of Law August 2012 - December 2012
Wells Fargo Financial October 2009 - October 2010
Skills
Microsoft Excel, Microsoft Office, Research, Public Speaking, PowerPoint, Social Media, Microsoft Word, Outlook, Editing, Customer Service, Negotiation, Legal Research, Nonprofits
Education
University of San Francisco School of Law 2011 — 2014
Juris Doctor, Law
Charles University in Prague 2012 — 2012
Juris Doctor, Law
Trinity College, Dublin 2012 — 2012
Juris Doctor, Law
Seattle University 2005 — 2009
Bachelor of Arts, Business Administration, Finance Major
Atkinson & Associates June 2015 - Present
U.S. District Court, Northern District of California September 2014 - Present
U.S. District Court, Northern District of California January 2014 - May 2014
University of San Francisco School of Law August 2011 - May 2014
Bar Association of San Francisco; Justice & Diversity Center's Consumer Project October 2013 - January 2014
Santa Clara County, Office of the District Attorney May 2013 - August 2013
University of San Francisco School of Law, Academic Support Program August 2012 - June 2013
Cooper, White & Cooper LLP January 2013 - May 2013
University of San Francisco School of Law August 2012 - December 2012
Wells Fargo Financial October 2009 - October 2010
Skills
Microsoft Excel, Microsoft Office, Research, Public Speaking, PowerPoint, Social Media, Microsoft Word, Outlook, Editing, Customer Service, Negotiation, Legal Research, Nonprofits
Education
University of San Francisco School of Law 2011 — 2014
Juris Doctor, Law
Charles University in Prague 2012 — 2012
Juris Doctor, Law
Trinity College, Dublin 2012 — 2012
Juris Doctor, Law
Seattle University 2005 — 2009
Bachelor of Arts, Business Administration, Finance Major
Susan Liang Susan Liang's Wells Fargo Financial Experience July 2005 - March 2006
Job Senior Accountant at Top Tier Capital Partners
Industry Financial Services
Experience
Top Tier Capital Partners November 2011 - Present
Citco Fund Services July 2010 - November 2011
Citco Fund Services March 2008 - July 2010
Charles Schwab Trust Company March 2006 - March 2008
Wells Fargo Financial July 2005 - March 2006
Skills
P&L Forecasting, Financial Statements, Cash Flow Forecasting, Fixed Assets, Month End Close, General Ledger, Account Reconciliation, Fund Accounting, Budgets, Hedge Funds, Private Equity, Venture Capital, Auditing, Balance Sheet, Microsoft Office, Pivot Tables, 1099 Preparation, Financial Reporting, Capital Allocation, External Audit, Sunguard, Investran, Financial Analysis, Management, Microsoft Excel, Accounting, Financial Modeling
Education
City College of San Francisco 2010 — 2011
Business and Accounting Classes
University of California, Davis 2001 — 2005
BA, Sociology: Organizational Studies & Managerial Economics
Top Tier Capital Partners November 2011 - Present
Citco Fund Services July 2010 - November 2011
Citco Fund Services March 2008 - July 2010
Charles Schwab Trust Company March 2006 - March 2008
Wells Fargo Financial July 2005 - March 2006
Skills
P&L Forecasting, Financial Statements, Cash Flow Forecasting, Fixed Assets, Month End Close, General Ledger, Account Reconciliation, Fund Accounting, Budgets, Hedge Funds, Private Equity, Venture Capital, Auditing, Balance Sheet, Microsoft Office, Pivot Tables, 1099 Preparation, Financial Reporting, Capital Allocation, External Audit, Sunguard, Investran, Financial Analysis, Management, Microsoft Excel, Accounting, Financial Modeling
Education
City College of San Francisco 2010 — 2011
Business and Accounting Classes
University of California, Davis 2001 — 2005
BA, Sociology: Organizational Studies & Managerial Economics
Chanele Jackson Chanele Jackson's Wells Fargo Financial Experience 2010 - Present
Job
Industry Financial Services
Experience
Wells Fargo Financial 2010 - Present
National Association of Black Accountants (NABA) 2007 - 2011
Wachovia, A Wells Fargo Company 2005 - 2010
Bank of America 2001 - 2004
Bank of America 1998 - 2001
Bank of America 1993 - 1997
Skills
Executive Dashboards, Business Process..., Strategy Development, Risk Management, Program Management, Strategy, Strategic Planning, Change Management
Education
Queens University of Charlotte
Executive MBA, Decision Strategy, Managerial Accounting, Finance, Management Systems, Competitive Marketing
University of North Carolina at Charlotte
Process Management Certificate, Process Management with Balance Sheet Management
University of North Carolina, Charlotte
Process Management, Process Management with Balance Scorecards
College of Charleston
Bachelor of Arts, Business Administration, Finance Concentration
Wells Fargo Financial 2010 - Present
National Association of Black Accountants (NABA) 2007 - 2011
Wachovia, A Wells Fargo Company 2005 - 2010
Bank of America 2001 - 2004
Bank of America 1998 - 2001
Bank of America 1993 - 1997
Skills
Executive Dashboards, Business Process..., Strategy Development, Risk Management, Program Management, Strategy, Strategic Planning, Change Management
Education
Queens University of Charlotte
Executive MBA, Decision Strategy, Managerial Accounting, Finance, Management Systems, Competitive Marketing
University of North Carolina at Charlotte
Process Management Certificate, Process Management with Balance Sheet Management
University of North Carolina, Charlotte
Process Management, Process Management with Balance Scorecards
College of Charleston
Bachelor of Arts, Business Administration, Finance Concentration
Chris Boesch's Wells Fargo Financial Experience May 2002 - August 2003
Job Vice President / Relationship Manager of Commercial Banking at KeyBank
Industry Banking
Experience
KeyBank April 2014 - Present
PNC Financial Services January 2011 - March 2014
PNC Bank April 2007 - January 2011
Charter One Bank October 2004 - April 2007
Charter One Bank August 2003 - October 2004
Wells Fargo Financial May 2002 - August 2003
Skills
Banking, Credit, Commercial Lending, Loans, Credit Analysis, Entrepreneurship, Commercial Banking, Residential Mortgages, Lines Of Credit, Mortgage Lending, Consumer Lending, Sales, Credit Cards, Insurance, Small Business Lending
Education
Cleveland State University 2008 — 2010
M.B.A., Business
John Carroll University 1998 — 2002
B.S.B.A, Marketing/Finance
KeyBank April 2014 - Present
PNC Financial Services January 2011 - March 2014
PNC Bank April 2007 - January 2011
Charter One Bank October 2004 - April 2007
Charter One Bank August 2003 - October 2004
Wells Fargo Financial May 2002 - August 2003
Skills
Banking, Credit, Commercial Lending, Loans, Credit Analysis, Entrepreneurship, Commercial Banking, Residential Mortgages, Lines Of Credit, Mortgage Lending, Consumer Lending, Sales, Credit Cards, Insurance, Small Business Lending
Education
Cleveland State University 2008 — 2010
M.B.A., Business
John Carroll University 1998 — 2002
B.S.B.A, Marketing/Finance
Jon Vigil Jon Vigil's Wells Fargo Financial Experience June 2000 - January 2001
Job President/CEO, Dynamic Mortgage Concepts, Inc
Industry Financial Services
Experience
Dynamic Mortgage Concepts, Inc March 2011 - Present
FCM Home Loans September 2001 - March 2011
Army National Guard January 1997 - July 2005
Wells Fargo Financial June 2000 - January 2001
Safeway January 1996 - May 2000
Skills
Mortgage Lending, Public Speaking, Customer Service, Leadership Development, Small Business, Security Clearance, Sales, Strategic Planning, Team Building, Strategic Financial..., Insurance, Leadership, New Business Development, Selling, Finance, Investment Properties, Entrepreneurship, Credit, Investments, Business Development, Management
Education
Chadron State College 1996 — 2000
Bachelors of Arts, Business with Marketing
Douglas High School 1992 — 1995
Dynamic Mortgage Concepts, Inc March 2011 - Present
FCM Home Loans September 2001 - March 2011
Army National Guard January 1997 - July 2005
Wells Fargo Financial June 2000 - January 2001
Safeway January 1996 - May 2000
Skills
Mortgage Lending, Public Speaking, Customer Service, Leadership Development, Small Business, Security Clearance, Sales, Strategic Planning, Team Building, Strategic Financial..., Insurance, Leadership, New Business Development, Selling, Finance, Investment Properties, Entrepreneurship, Credit, Investments, Business Development, Management
Education
Chadron State College 1996 — 2000
Bachelors of Arts, Business with Marketing
Douglas High School 1992 — 1995
Jamie Konegni's Wells Fargo Financial Experience March 2002 - November 2003
Job
Industry Marketing and Advertising
Experience
Sports Authority September 2014 - Present
Waggener Edstrom April 2013 - September 2014
Waggener Edstrom September 2011 - April 2013
Waggener Edstrom August 2009 - October 2011
Waggener Edstrom Worldwide August 2005 - March 2007
Waggener Edstrom Worldwide November 2003 - August 2005
Wells Fargo Financial March 2002 - November 2003
Sun Microsystems 2001 - 2001
Skills
Digital Marketing, Social Media, Content Strategy, Marketing, Editing, Press Releases, Public Relations, Digital Strategy, Content Development, Web Content, Social Media Marketing, Direct Marketing, Leadership, Content Management, Digital Media, Marketing Communications, Team Management, Budgets, Web Content Management, Emotional Intelligence, Online Publishing, Press Kits, Budget Management, Blogging Software, Blogging, SEO Audits
Education
University of Oregon 2007 — 2007
Sustainability Leadership Certificate Program
Colorado State University 1996 — 2000
Bachelor of Science
Golden High School 1992 — 1996
Sports Authority September 2014 - Present
Waggener Edstrom April 2013 - September 2014
Waggener Edstrom September 2011 - April 2013
Waggener Edstrom August 2009 - October 2011
Waggener Edstrom Worldwide August 2005 - March 2007
Waggener Edstrom Worldwide November 2003 - August 2005
Wells Fargo Financial March 2002 - November 2003
Sun Microsystems 2001 - 2001
Skills
Digital Marketing, Social Media, Content Strategy, Marketing, Editing, Press Releases, Public Relations, Digital Strategy, Content Development, Web Content, Social Media Marketing, Direct Marketing, Leadership, Content Management, Digital Media, Marketing Communications, Team Management, Budgets, Web Content Management, Emotional Intelligence, Online Publishing, Press Kits, Budget Management, Blogging Software, Blogging, SEO Audits
Education
University of Oregon 2007 — 2007
Sustainability Leadership Certificate Program
Colorado State University 1996 — 2000
Bachelor of Science
Golden High School 1992 — 1996
Elizarae Juco Elizarae Juco's Wells Fargo Financial Experience February 2009 - March 2009
Job Community Manager
Industry Management Consulting
Experience
Merit Property Management June 2010 - Present
Vita Tech International, Inc. May 2005 - April 2009
Wells Fargo Financial February 2009 - March 2009
Allstate Insurance April 2007 - February 2009
A. Gary Anderson Center for Economic Research August 2008 - October 2008
Education
Chapman University, The George L. Argyros School of Business and Economics 2006 — 2009
Bachelor's, Economics
Merit Property Management June 2010 - Present
Vita Tech International, Inc. May 2005 - April 2009
Wells Fargo Financial February 2009 - March 2009
Allstate Insurance April 2007 - February 2009
A. Gary Anderson Center for Economic Research August 2008 - October 2008
Education
Chapman University, The George L. Argyros School of Business and Economics 2006 — 2009
Bachelor's, Economics
Erik Mischker Erik Mischker's Wells Fargo Financial Experience January 2012 - June 2013
Job Property Management Administrative Assistant
Industry Commercial Real Estate
Experience
Hines July 2013 - Present
Wells Fargo Financial January 2012 - June 2013
Hines September 2010 - December 2011
Teachscape March 2010 - June 2010
Skills
Highly proficient with..., Multitasking Skills, Analysis, Legal Language..., Aesthetics, Commercial Real Estate, Loans, Outlook, Budgets, Customer Service, Microsoft Excel
Education
Trident Technical College 2006 — 2007
College of Charleston 1999 — 2003
Bachelor of Arts (BA), Anthropology
Hines July 2013 - Present
Wells Fargo Financial January 2012 - June 2013
Hines September 2010 - December 2011
Teachscape March 2010 - June 2010
Skills
Highly proficient with..., Multitasking Skills, Analysis, Legal Language..., Aesthetics, Commercial Real Estate, Loans, Outlook, Budgets, Customer Service, Microsoft Excel
Education
Trident Technical College 2006 — 2007
College of Charleston 1999 — 2003
Bachelor of Arts (BA), Anthropology
Scott Godthaab's Wells Fargo Financial Experience April 2001 - June 2006
Job Vice President, Regional Manager for Republic Bank
Industry Banking
Experience
Republic Bank March 2012 - Present
Republic Bank June 2006 - March 2012
Wells Fargo Financial April 2001 - June 2006
Skills
Sales Management, Staff Development, Team Management, New Business Development, Maintaining Strong..., Consumer Lending, Small Business Lending, Loans, Commercial Banking, Banking, Mortgage Lending, Credit Risk, Executive Management, Leadership, Leadership Development, Cross Selling, Retail Banking, Credit Analysis, Commercial Lending
Education
Centre College 1997 — 2001
Bachelor's Degree, Psychology
Republic Bank March 2012 - Present
Republic Bank June 2006 - March 2012
Wells Fargo Financial April 2001 - June 2006
Skills
Sales Management, Staff Development, Team Management, New Business Development, Maintaining Strong..., Consumer Lending, Small Business Lending, Loans, Commercial Banking, Banking, Mortgage Lending, Credit Risk, Executive Management, Leadership, Leadership Development, Cross Selling, Retail Banking, Credit Analysis, Commercial Lending
Education
Centre College 1997 — 2001
Bachelor's Degree, Psychology
Robin Fuller Robin Fuller's Wells Fargo Financial Experience January 2006 - July 2006
Job Key Account Manager at Cisco Systems, Inc.
Industry Information Technology and Services
Experience
Cisco August 2014 - Present
Cisco Systems, Inc. August 2012 - Present
Cisco Systems 2011 - 2012
Cisco Systems 2007 - 2010
Cisco Systems 2006 - 2007
Wells Fargo Financial January 2006 - July 2006
Festiva Hospitality Group April 2005 - December 2005
Carolinas Centers for Sight, PC April 2001 - April 2005
Skills
Project Management, Technology Sales, Marketing Communications
Education
University of Arkansas at Little Rock 2010 — 2013
Masters, Business Administration
Coastal Carolina University 2001 — 2005
B.S., Business Management
Cisco August 2014 - Present
Cisco Systems, Inc. August 2012 - Present
Cisco Systems 2011 - 2012
Cisco Systems 2007 - 2010
Cisco Systems 2006 - 2007
Wells Fargo Financial January 2006 - July 2006
Festiva Hospitality Group April 2005 - December 2005
Carolinas Centers for Sight, PC April 2001 - April 2005
Skills
Project Management, Technology Sales, Marketing Communications
Education
University of Arkansas at Little Rock 2010 — 2013
Masters, Business Administration
Coastal Carolina University 2001 — 2005
B.S., Business Management
Tori Mitcheson's Wells Fargo Financial Experience September 2007 - September 2010
Job Project Manager Bank of America
Industry Financial Services
Experience
Bank of America May 2013 - Present
Sherpa September 2010 - May 2013
Wells Fargo Financial September 2007 - September 2010
Fidelity Brokerage Technology Company December 2006 - September 2007
State Street Bank November 2005 - November 2006
State Street Bank October 2003 - December 2005
State Street Bank January 2001 - October 2003
Skills
Six Sigma - Yellow Belt, SDLC, Process Improvement, Vendor Management, PMO, Business Analysis, Project Management, Business Process..., Visio, Financial Services, Business Requirements, Requirements Gathering, Requirements Analysis, Program Management, Six Sigma, Software Documentation
Education
College of Charleston 1997 — 1999
BA, Biology
Presbyterian College 1995 — 1997
General Studies
Hillcrest High School
Bank of America May 2013 - Present
Sherpa September 2010 - May 2013
Wells Fargo Financial September 2007 - September 2010
Fidelity Brokerage Technology Company December 2006 - September 2007
State Street Bank November 2005 - November 2006
State Street Bank October 2003 - December 2005
State Street Bank January 2001 - October 2003
Skills
Six Sigma - Yellow Belt, SDLC, Process Improvement, Vendor Management, PMO, Business Analysis, Project Management, Business Process..., Visio, Financial Services, Business Requirements, Requirements Gathering, Requirements Analysis, Program Management, Six Sigma, Software Documentation
Education
College of Charleston 1997 — 1999
BA, Biology
Presbyterian College 1995 — 1997
General Studies
Hillcrest High School
Anne Lindsay (Anne Lindsay Hurt) Burke Anne Lindsay (Anne Lindsay Hurt) Burke's Wells Fargo Financial Experience December 2008 - September 2010
Job Insurance Agent
Industry Insurance
Experience
Liberty Mutual December 2010 - Present
Wachovia, A Wells Fargo Company September 2010 - December 2010
Wells Fargo Financial December 2008 - September 2010
Skills
Insurance, Fixed Annuities, Mortgage Lending, Customer Service, Property & Casualty..., Credit, Outlook, Banking, Cold Calling, Sales, Life Insurance, Financial Planners, Financial Analysis, Employee Benefits, Umbrella Insurance, Retirement Planning, General Insurance
Education
Christopher Newport University 2004 — 2008
Bachelor's, Communication, Business
Liberty Mutual December 2010 - Present
Wachovia, A Wells Fargo Company September 2010 - December 2010
Wells Fargo Financial December 2008 - September 2010
Skills
Insurance, Fixed Annuities, Mortgage Lending, Customer Service, Property & Casualty..., Credit, Outlook, Banking, Cold Calling, Sales, Life Insurance, Financial Planners, Financial Analysis, Employee Benefits, Umbrella Insurance, Retirement Planning, General Insurance
Education
Christopher Newport University 2004 — 2008
Bachelor's, Communication, Business
Brian Davisson's Wells Fargo Financial Experience 1998 - 2003
Job Senior Marketing Representative at Tiger Natural Gas
Industry Utilities
Experience
Tiger Natural Gas May 2009 - Present
TITAN Professional Engineers 2008 - 2009
MWC Asset Advisory May 2003 - May 2008
Wells Fargo Financial 1998 - 2003
Western Gas Resources May 1996 - August 1998
Skills
Account Management, Strategic Planning, New Business Development, Contract Negotiation, Leadership, Business Development, Oil & Gas Industry, Customer Service, Microsoft Excel, Process Improvement, Sales, Team Building, Sales Management, Budgets, Procurement, Government Procurement, Project Management, Management, Marketing, Public Speaking, Marketing Strategy, Coaching, Strategy, Analysis
Education
Regis University 1999 — 2001
MBA, Management
Colorado Christian University 1994 — 1998
BS, Marketing & Management
Regis Jesuit 1991 — 1994
Tiger Natural Gas May 2009 - Present
TITAN Professional Engineers 2008 - 2009
MWC Asset Advisory May 2003 - May 2008
Wells Fargo Financial 1998 - 2003
Western Gas Resources May 1996 - August 1998
Skills
Account Management, Strategic Planning, New Business Development, Contract Negotiation, Leadership, Business Development, Oil & Gas Industry, Customer Service, Microsoft Excel, Process Improvement, Sales, Team Building, Sales Management, Budgets, Procurement, Government Procurement, Project Management, Management, Marketing, Public Speaking, Marketing Strategy, Coaching, Strategy, Analysis
Education
Regis University 1999 — 2001
MBA, Management
Colorado Christian University 1994 — 1998
BS, Marketing & Management
Regis Jesuit 1991 — 1994
Greg Valenski Greg Valenski's Wells Fargo Financial Experience August 2009 - July 2010
Job Marketing & Brand Management Professional
Industry Consumer Goods
Experience
Johnson & Johnson August 2015 - Present
UNC Kenan-Flagler July 2013 - May 2015
Southern Energy Management May 2014 - December 2014
UNC Kenan-Flagler August 2014 - October 2014
Johnson & Johnson June 2014 - August 2014
SoliSynergy January 2012 - May 2014
Bank of Hawaii December 2010 - June 2013
Bank of Hawaii July 2010 - December 2010
Wells Fargo Financial August 2009 - July 2010
Advantage Consulting Group June 2009 - July 2009
Skills
Start-ups, Product Management, Business Development, Leadership, Management, Project Management, Entrepreneurship, Banking, Financial Analysis, Business Strategy, Renewable Energy, Microsoft Excel, Financial Modeling, Process Improvement, Business Analysis, Financial Services, Pricing Strategy, Marketing Strategy, Solar Energy, Credit Cards, Vendor Management, Process Simplification, WordPress, Illustrator, InDesign, Photoshop, HootSuite, SPIN Selling, Google Analytics, Google Adwords, Executive Management, Strategy, Marketing, Data Analysis, Finance, Cross-functional Team...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (M.B.A.), Marketing
Colby College 2005 — 2009
Bachelor’s Degree, Economics, 3.5 GPA
Saint Paul's School 2003 — 2005
High School
Johnson & Johnson August 2015 - Present
UNC Kenan-Flagler July 2013 - May 2015
Southern Energy Management May 2014 - December 2014
UNC Kenan-Flagler August 2014 - October 2014
Johnson & Johnson June 2014 - August 2014
SoliSynergy January 2012 - May 2014
Bank of Hawaii December 2010 - June 2013
Bank of Hawaii July 2010 - December 2010
Wells Fargo Financial August 2009 - July 2010
Advantage Consulting Group June 2009 - July 2009
Skills
Start-ups, Product Management, Business Development, Leadership, Management, Project Management, Entrepreneurship, Banking, Financial Analysis, Business Strategy, Renewable Energy, Microsoft Excel, Financial Modeling, Process Improvement, Business Analysis, Financial Services, Pricing Strategy, Marketing Strategy, Solar Energy, Credit Cards, Vendor Management, Process Simplification, WordPress, Illustrator, InDesign, Photoshop, HootSuite, SPIN Selling, Google Analytics, Google Adwords, Executive Management, Strategy, Marketing, Data Analysis, Finance, Cross-functional Team...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (M.B.A.), Marketing
Colby College 2005 — 2009
Bachelor’s Degree, Economics, 3.5 GPA
Saint Paul's School 2003 — 2005
High School
Levoy Young (Lion) Levoy Young (Lion)'s Wells Fargo Financial Experience February 2007 - November 2009
Job Senior Professional Recruiter at Apex Systems
Industry Information Technology and Services
Experience
Apex Systems Technical RecruiterApex SystemsMarch 2010 - Present
Wells Fargo Financial February 2007 - November 2009
Skills
Recruiting, Applicant Tracking..., Sourcing, Customer Service, Sales, Account Management, Leadership, Project Management, Temporary Placement, Management, Program Management, Vendor Management, Technical Recruiting, Talent Management, Talent Acquisition, Time Management, Internet Recruiting, Coaching, Interviews, Employee Relations, Networking, Benefits Negotiation, Staff Augmentation, Information Technology, Strategy, Cold Calling, Hiring, Training, SAP, CRM, Human Resources, Contract Recruitment, Staffing Services, Resource Management, Temporary Staffing, College Recruiting, Executive Search, Employee Benefits, Building Relationships, Employee Training, Permanent Placement, Boolean Searching, Screening, Onboarding, SDLC, IT Recruitment, Consulting, Corporate Recruiting, Resume Writing, Screening Resumes
Education
Christian Brothers University 1998 — 2003
Bachelors, Business Administration
Apex Systems Technical RecruiterApex SystemsMarch 2010 - Present
Wells Fargo Financial February 2007 - November 2009
Skills
Recruiting, Applicant Tracking..., Sourcing, Customer Service, Sales, Account Management, Leadership, Project Management, Temporary Placement, Management, Program Management, Vendor Management, Technical Recruiting, Talent Management, Talent Acquisition, Time Management, Internet Recruiting, Coaching, Interviews, Employee Relations, Networking, Benefits Negotiation, Staff Augmentation, Information Technology, Strategy, Cold Calling, Hiring, Training, SAP, CRM, Human Resources, Contract Recruitment, Staffing Services, Resource Management, Temporary Staffing, College Recruiting, Executive Search, Employee Benefits, Building Relationships, Employee Training, Permanent Placement, Boolean Searching, Screening, Onboarding, SDLC, IT Recruitment, Consulting, Corporate Recruiting, Resume Writing, Screening Resumes
Education
Christian Brothers University 1998 — 2003
Bachelors, Business Administration
Stephanie Carson Stephanie Carson's Wells Fargo Financial Experience February 2009 - June 2009
Job Home Preservation Advisor at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase September 2011 - Present
JPMorgan Chase August 2009 - September 2011
Titanium Solutions June 2009 - August 2009
Wells Fargo Financial February 2009 - June 2009
Jenkins Babb, LLP February 2008 - April 2009
United Mortgage, LLP February 2004 - March 2008
Ocwen Federal Bank April 1999 - December 2003
Skills
Loss Mitigation, Insurance, Administrative..., Mortgage Lending, Mortgage Servicing, Loans, Foreclosures
Education
Columbus State Community College 2009 — 2013
Paralegal
Collin County Community College 2008 — 2009
Paralegal, Family Law; Bankruptcy Law
JPMorgan Chase September 2011 - Present
JPMorgan Chase August 2009 - September 2011
Titanium Solutions June 2009 - August 2009
Wells Fargo Financial February 2009 - June 2009
Jenkins Babb, LLP February 2008 - April 2009
United Mortgage, LLP February 2004 - March 2008
Ocwen Federal Bank April 1999 - December 2003
Skills
Loss Mitigation, Insurance, Administrative..., Mortgage Lending, Mortgage Servicing, Loans, Foreclosures
Education
Columbus State Community College 2009 — 2013
Paralegal
Collin County Community College 2008 — 2009
Paralegal, Family Law; Bankruptcy Law
Elis Prendergast Elis Prendergast's Wells Fargo Financial Experience September 2008 - January 2009
Job at KPMG LLP
Industry Financial Services
Experience
KPMG LLP August 2010 - Present
The Bank of New York Mellon January 2009 - August 2010
Wells Fargo Financial September 2008 - January 2009
TD Bank September 2005 - September 2008
TD Bank Group 2004 - 2008
Skills
Banking, Financial Analysis, Tax, Customer Service, Financial Services, Real Estate, Accounting, Account Reconciliation, Corporate Finance, Financial Reporting, Financial Risk, Auditing, Investment Banking, Risk Management, Corporate Tax, Credit, Internal Controls, Tax Accounting, International Tax, Private Equity, Due Diligence, Income Tax, Financial Accounting, Cash Management, SEC filings, US GAAP, Tax Law, Tax Research, Tax Returns
Education
Seton Hall Law School 2011 — 2015
JD
Brooklyn College 2005 — 2009
BS, Business, Management & Finance
KPMG LLP August 2010 - Present
The Bank of New York Mellon January 2009 - August 2010
Wells Fargo Financial September 2008 - January 2009
TD Bank September 2005 - September 2008
TD Bank Group 2004 - 2008
Skills
Banking, Financial Analysis, Tax, Customer Service, Financial Services, Real Estate, Accounting, Account Reconciliation, Corporate Finance, Financial Reporting, Financial Risk, Auditing, Investment Banking, Risk Management, Corporate Tax, Credit, Internal Controls, Tax Accounting, International Tax, Private Equity, Due Diligence, Income Tax, Financial Accounting, Cash Management, SEC filings, US GAAP, Tax Law, Tax Research, Tax Returns
Education
Seton Hall Law School 2011 — 2015
JD
Brooklyn College 2005 — 2009
BS, Business, Management & Finance
Eric S. Rein's Wells Fargo Financial Experience May 2003 - April 2006
Job Vice President/ Senior Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2011 - Present
State Bank & Trust Company July 2008 - August 2011
Alpha Bank & Trust January 2008 - July 2008
Flag Bank/RBC Centura Bank April 2006 - December 2007
Wells Fargo Financial May 2003 - April 2006
Skills
Credit, Insurance, Cash Management, Microsoft Excel, Sales, Microsoft Word, Equities, Analysis, Asset Based Lending, Banking, Branch Banking, Budgets, Commercial Banking, Commercial Lending, Commercial Real Estate, Consumer Lending, Credit Analysis, Credit Risk, Cross Selling, Deposits, Finance, Financial Analysis, Investments, Leadership, Lines Of Credit, Loans, Loan Origination, Management, Mergers, Mortgage Lending, Portfolio Management, Real Estate, Relationship Management, Retail Banking, Risk Management, SBA, Sales Management, Small Business, Small Business Lending, Team Building, Team Leadership, Treasury Management, Underwriting, Training
Education
Colorado State University 2014 — 2016
Master of Business Administration (MBA), Finance, General
Wells Fargo College of Commercial Credit 2013 — 2014
Community Bankers Association of Georgia
The University of Georgia 1999 — 2003
BBA, International Business; emphases in Spanish and Management
Moody's Commercial Credit School
American Bankers Association
Commercial Credit School, Credit Management
Wells Fargo August 2011 - Present
State Bank & Trust Company July 2008 - August 2011
Alpha Bank & Trust January 2008 - July 2008
Flag Bank/RBC Centura Bank April 2006 - December 2007
Wells Fargo Financial May 2003 - April 2006
Skills
Credit, Insurance, Cash Management, Microsoft Excel, Sales, Microsoft Word, Equities, Analysis, Asset Based Lending, Banking, Branch Banking, Budgets, Commercial Banking, Commercial Lending, Commercial Real Estate, Consumer Lending, Credit Analysis, Credit Risk, Cross Selling, Deposits, Finance, Financial Analysis, Investments, Leadership, Lines Of Credit, Loans, Loan Origination, Management, Mergers, Mortgage Lending, Portfolio Management, Real Estate, Relationship Management, Retail Banking, Risk Management, SBA, Sales Management, Small Business, Small Business Lending, Team Building, Team Leadership, Treasury Management, Underwriting, Training
Education
Colorado State University 2014 — 2016
Master of Business Administration (MBA), Finance, General
Wells Fargo College of Commercial Credit 2013 — 2014
Community Bankers Association of Georgia
The University of Georgia 1999 — 2003
BBA, International Business; emphases in Spanish and Management
Moody's Commercial Credit School
American Bankers Association
Commercial Credit School, Credit Management
Berenice Casillas Berenice Casillas's Wells Fargo Financial Experience October 1997 - November 1999
Job Sr. Credit Analyst at AmeriCredit
Industry Financial Services
Experience
AmeriCredit May 2010 - Present
CREDIT ONE July 2009 - April 2010
Wells Fargo Bank October 1999 - June 2009
Wells Fargo Auto Finance 1997 - 2009
Cogent Financial Group 2007 - 2008
Wells Fargo Financial October 1997 - November 1999
Skills
Sales Management, Sales, Selling, Credit Risk, Risk Management, Leadership, Marketing Strategy, Finance, Management, Loans, Customer Service, Marketing, Negotiation, Credit, Underwriting, Retail, Training, Real Estate, Banking, Profit, Cold Calling, Business Development, Commercial Lending, Call Centers, Consumer Lending, Customer Retention, Credit Analysis, Financial Analysis, Forecasting, Financial Services, Customer Satisfaction, Funding, Loan Origination, Insurance, Loss Mitigation, Mortgage Banking, Mortgage Lending, New Business Development, Portfolio Management, Relationship Management, Team Building, Time Management
Education
Cerritos College
AmeriCredit May 2010 - Present
CREDIT ONE July 2009 - April 2010
Wells Fargo Bank October 1999 - June 2009
Wells Fargo Auto Finance 1997 - 2009
Cogent Financial Group 2007 - 2008
Wells Fargo Financial October 1997 - November 1999
Skills
Sales Management, Sales, Selling, Credit Risk, Risk Management, Leadership, Marketing Strategy, Finance, Management, Loans, Customer Service, Marketing, Negotiation, Credit, Underwriting, Retail, Training, Real Estate, Banking, Profit, Cold Calling, Business Development, Commercial Lending, Call Centers, Consumer Lending, Customer Retention, Credit Analysis, Financial Analysis, Forecasting, Financial Services, Customer Satisfaction, Funding, Loan Origination, Insurance, Loss Mitigation, Mortgage Banking, Mortgage Lending, New Business Development, Portfolio Management, Relationship Management, Team Building, Time Management
Education
Cerritos College
Chad Brunz Chad Brunz's Wells Fargo Financial Experience May 2001 - July 2004
Job Mortgage Underwriter at Bank of America
Industry Financial Services
Experience
Bank of America May 2012 - Present
Digital Risk, LLC December 2011 - June 2012
Kaufman, Englett and Lynd February 2011 - November 2011
Mod-Squad, Inc February 2009 - February 2011
H&R Block January 2005 - May 2007
Wells Fargo Financial May 2001 - July 2004
Enterprise Rent-A-Car January 2000 - May 2001
Education
Colorado State University 2008 — 2010
Masters, Business Administration
University of Florida - Warrington College of Business Administration 1995 — 1999
Bachelor of Arts, Business Administration
Bank of America May 2012 - Present
Digital Risk, LLC December 2011 - June 2012
Kaufman, Englett and Lynd February 2011 - November 2011
Mod-Squad, Inc February 2009 - February 2011
H&R Block January 2005 - May 2007
Wells Fargo Financial May 2001 - July 2004
Enterprise Rent-A-Car January 2000 - May 2001
Education
Colorado State University 2008 — 2010
Masters, Business Administration
University of Florida - Warrington College of Business Administration 1995 — 1999
Bachelor of Arts, Business Administration
Jeremy K. Stoltzfus Jeremy K. Stoltzfus's Wells Fargo Financial Experience June 2008 - October 2008
Job @
Industry Logistics and Supply Chain
Experience
in between April 2014 - Present
Clark Associates April 2013 - April 2014
US Army February 2009 - September 2012
Wells Fargo Financial June 2008 - October 2008
Larry Frey Drywall Inc 2002 - 2007
Don Hess 2001 - 2001
Education
Drexel University 2013 — 2013
None
Cochise College 2009 — 2009
Messiah College 2004 — 2008
Bachelor of Arts (B.A.)
in between April 2014 - Present
Clark Associates April 2013 - April 2014
US Army February 2009 - September 2012
Wells Fargo Financial June 2008 - October 2008
Larry Frey Drywall Inc 2002 - 2007
Don Hess 2001 - 2001
Education
Drexel University 2013 — 2013
None
Cochise College 2009 — 2009
Messiah College 2004 — 2008
Bachelor of Arts (B.A.)
Pratap Kumar's Wells Fargo Financial Experience November 1993 - March 1998
Job Sr. Director Application Technical Services at Atos
Industry Information Technology and Services
Experience
Atos January 2013 - Present
Atos International September 2011 - Present
Siemens IT Solutions and Services Inc. April 2011 - September 2011
Siemens IT Solutions and Services Inc. November 2000 - March 2011
POP2IT.COM October 1999 - October 2000
Intel Corporation April 1998 - September 1999
Wells Fargo Financial November 1993 - March 1998
Mayura Securities Ltd. India April 1991 - October 1993
Skills
IT Service Management, Solution Architecture, IT Operations, SharePoint, PMP, Databases, IT Outsourcing, Outsourcing, IT Strategy, PMO, Project Management, ITIL, Product Development, Integration, SQL, IT Management, Vendor Management
Education
College of Engineering, Trivandrum 1987 — 1991
BS, Computer Science
Atos January 2013 - Present
Atos International September 2011 - Present
Siemens IT Solutions and Services Inc. April 2011 - September 2011
Siemens IT Solutions and Services Inc. November 2000 - March 2011
POP2IT.COM October 1999 - October 2000
Intel Corporation April 1998 - September 1999
Wells Fargo Financial November 1993 - March 1998
Mayura Securities Ltd. India April 1991 - October 1993
Skills
IT Service Management, Solution Architecture, IT Operations, SharePoint, PMP, Databases, IT Outsourcing, Outsourcing, IT Strategy, PMO, Project Management, ITIL, Product Development, Integration, SQL, IT Management, Vendor Management
Education
College of Engineering, Trivandrum 1987 — 1991
BS, Computer Science
JoAnna Boardman JoAnna Boardman's Wells Fargo Financial Experience July 2010 - Present
Job Phone Banker at Wells Fargo Financial
Industry Higher Education
Experience
Wells Fargo Financial July 2010 - Present
Hollywood Video (Kelly Services) September 2009 - June 2010
Regence HMO October 2007 - June 2009
T-Mobile USA October 2006 - October 2007
Salem Clinic November 2005 - September 2006
Wachovia September 2004 - November 2005
Best Western Inn June 2004 - July 2004
Education
Chemeketa Community College 2010 — 2013
AAOT, Undecided
Chemeketa Community College 2010 — 2013
GED
Wells Fargo Financial July 2010 - Present
Hollywood Video (Kelly Services) September 2009 - June 2010
Regence HMO October 2007 - June 2009
T-Mobile USA October 2006 - October 2007
Salem Clinic November 2005 - September 2006
Wachovia September 2004 - November 2005
Best Western Inn June 2004 - July 2004
Education
Chemeketa Community College 2010 — 2013
AAOT, Undecided
Chemeketa Community College 2010 — 2013
GED
Dmitry Leykin's Wells Fargo Financial Experience March 2011 - January 2012
Job Software QA Tester at Kabam
Industry Computer Hardware
Experience
Kabam July 2015 - Present
RUNI Inc. February 2015 - July 2015
JPMorgan Chase & Co. June 2014 - February 2015
Wells Fargo January 2012 - August 2014
Wells Fargo Financial March 2011 - January 2012
InterContinental Hotels Group October 2010 - June 2011
Mark Hopkins Hotel August 2007 - October 2010
Sir Francis Drake Hotel August 2006 - August 2007
Temple Emanu-El July 2005 - August 2006
Bank of America January 2004 - July 2005
Skills
Sales, Customer Service, Customer Satisfaction, Hotels, Hospitality Industry, Marketing, Social Media, Event Management, Hospitality, Budgets, Russian, Microsoft Excel, Trade Shows, Management, Sales Management, Coaching, Catering, Event Planning, Social Networking, Finance, Tourism, Accounting, Training, Team Building, Microsoft Office, Leadership, Banking, Marketing Strategy, Microsoft Word, Time Management, Social Media Marketing, Strategic Planning
Education
San Francisco State University 2003 — 2008
Bachelor's degree, Hospitality Administration/Management
College of Marin 2003 — 2005
None, General Education
Hebrew Academy of San Francisco 1999 — 2003
High School Diploma, General Education
Kabam July 2015 - Present
RUNI Inc. February 2015 - July 2015
JPMorgan Chase & Co. June 2014 - February 2015
Wells Fargo January 2012 - August 2014
Wells Fargo Financial March 2011 - January 2012
InterContinental Hotels Group October 2010 - June 2011
Mark Hopkins Hotel August 2007 - October 2010
Sir Francis Drake Hotel August 2006 - August 2007
Temple Emanu-El July 2005 - August 2006
Bank of America January 2004 - July 2005
Skills
Sales, Customer Service, Customer Satisfaction, Hotels, Hospitality Industry, Marketing, Social Media, Event Management, Hospitality, Budgets, Russian, Microsoft Excel, Trade Shows, Management, Sales Management, Coaching, Catering, Event Planning, Social Networking, Finance, Tourism, Accounting, Training, Team Building, Microsoft Office, Leadership, Banking, Marketing Strategy, Microsoft Word, Time Management, Social Media Marketing, Strategic Planning
Education
San Francisco State University 2003 — 2008
Bachelor's degree, Hospitality Administration/Management
College of Marin 2003 — 2005
None, General Education
Hebrew Academy of San Francisco 1999 — 2003
High School Diploma, General Education
Dunnovan Waddell Dunnovan Waddell's Wells Fargo Financial Experience 2006 - 2007
Job Unit Sales Manager at Foundation Financial Group
Industry Market Research
Experience
Foundation Financial Group September 2010 - Present
Manhattan Associates May 2008 - October 2008
Tyler Perry Studios 2006 - 2008
Wells Fargo Financial 2006 - 2007
Skills
Team Management, Sales Management, Direct & Indirect Sales, Marketing Strategy, Creative Writing, Credit Analysis, Customer Service, Creative Problem Solving
Education
Clemson University 1995 — 2002
BA, Political Science
Foundation Financial Group September 2010 - Present
Manhattan Associates May 2008 - October 2008
Tyler Perry Studios 2006 - 2008
Wells Fargo Financial 2006 - 2007
Skills
Team Management, Sales Management, Direct & Indirect Sales, Marketing Strategy, Creative Writing, Credit Analysis, Customer Service, Creative Problem Solving
Education
Clemson University 1995 — 2002
BA, Political Science
Jeff Rogles, CRPC®'s Wells Fargo Financial Experience May 2002 - August 2005
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2007 - Present
Prudential Financial August 2005 - April 2007
Wells Fargo Financial May 2002 - August 2005
Skills
Financial Advisory, Financial Services, Investment Strategies, Retirement, Retirement Planning, Finance, Small Business, Insurance, Team Building, Strategic Planning, Account Management, Cash Flow, Customer Service, Sales
Education
College for Financial Planning 2007 — 2007
CRPC, Chartered Retirement Planning Counselor
Culver Stockton College 1998 — 2002
Bachelor of Arts (B.A.) Finance, Economics
Rockwood Summit
Wells Fargo Advisors, LLC April 2007 - Present
Prudential Financial August 2005 - April 2007
Wells Fargo Financial May 2002 - August 2005
Skills
Financial Advisory, Financial Services, Investment Strategies, Retirement, Retirement Planning, Finance, Small Business, Insurance, Team Building, Strategic Planning, Account Management, Cash Flow, Customer Service, Sales
Education
College for Financial Planning 2007 — 2007
CRPC, Chartered Retirement Planning Counselor
Culver Stockton College 1998 — 2002
Bachelor of Arts (B.A.) Finance, Economics
Rockwood Summit
Garret Ireland, CTP Garret Ireland, CTP's Wells Fargo Financial Experience April 2009 - August 2010
Job Global Treasury & Payments Advisor at Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank January 2014 - Present
Wells Fargo June 2012 - January 2014
Wells Fargo August 2011 - June 2012
Wells Fargo August 2010 - August 2011
Wells Fargo Financial April 2009 - August 2010
Skills
Loans, Credit, Treasury Management, Banking, Credit Analysis, ACH, Consumer Lending, Sales, Cross Selling, Cash Management, Small Business Lending, Selling, Lockbox, Foreign Exchange, Underwriting
Education
Mesa State College 2006 — 2009
Bachelor of Business Administration (BBA), Marketing
Silicon Valley Bank January 2014 - Present
Wells Fargo June 2012 - January 2014
Wells Fargo August 2011 - June 2012
Wells Fargo August 2010 - August 2011
Wells Fargo Financial April 2009 - August 2010
Skills
Loans, Credit, Treasury Management, Banking, Credit Analysis, ACH, Consumer Lending, Sales, Cross Selling, Cash Management, Small Business Lending, Selling, Lockbox, Foreign Exchange, Underwriting
Education
Mesa State College 2006 — 2009
Bachelor of Business Administration (BBA), Marketing
Irving Estrada Irving Estrada's Wells Fargo Financial Experience October 2007 - September 2010
Job Certified Law Clerk at Orange County District Attorney's Office
Industry Legal Services
Experience
Orange County District Attorney's Office September 2015 - Present
Anaheim City Attorney June 2015 - August 2015
Russo & Duckworth June 2014 - August 2014
Wells Fargo Merchant Services May 2012 - November 2013
Wells Fargo Home Mortgage September 2010 - June 2012
Wells Fargo Financial October 2007 - September 2010
United States Marine Corps May 2000 - May 2006
Skills
Mortgage Banking, Mortgage Lending, Loan Origination, Loans, Credit, Sales, Customer Service, Banking, Leadership, Consumer Lending, Public Speaking, Risk Management, Finance, Credit Analysis, Analysis, Contract Negotiation, Communication
Education
Western State University College of Law 2013 — 2016
Juris Doctor (J.D.)
Chapman University, The George L. Argyros School of Business and Economics 2004 — 2006
BS, Business, Entrepernuership
Orange County District Attorney's Office September 2015 - Present
Anaheim City Attorney June 2015 - August 2015
Russo & Duckworth June 2014 - August 2014
Wells Fargo Merchant Services May 2012 - November 2013
Wells Fargo Home Mortgage September 2010 - June 2012
Wells Fargo Financial October 2007 - September 2010
United States Marine Corps May 2000 - May 2006
Skills
Mortgage Banking, Mortgage Lending, Loan Origination, Loans, Credit, Sales, Customer Service, Banking, Leadership, Consumer Lending, Public Speaking, Risk Management, Finance, Credit Analysis, Analysis, Contract Negotiation, Communication
Education
Western State University College of Law 2013 — 2016
Juris Doctor (J.D.)
Chapman University, The George L. Argyros School of Business and Economics 2004 — 2006
BS, Business, Entrepernuership
Oscar A. Ibarra Oscar A. Ibarra's Wells Fargo Financial Experience October 2006 - June 2007
Job Senior Sales Manager at CareerBuilder.com
Industry Online Media
Experience
CareerBuilder.com January 2015 - Present
CareerBuilder.com May 2014 - January 2015
CareerBuilder.com September 2013 - April 2014
CareerBuilder.com July 2012 - August 2013
CareerBuilder.com October 2011 - July 2012
Do it Right Baseball October 2010 - September 2011
CareerBuilder.com February 2010 - September 2011
Gordon Flesch Company March 2008 - April 2009
The Northwestern Mutual Financial Network August 2007 - February 2008
Wells Fargo Financial October 2006 - June 2007
Skills
New Business Development, Cold Calling, Advertising Sales, Strategic Consulting, Business Intelligence, Customer Service, Coaching, Customer Relations, Direct Sales, Inside Sales, Sales Process, Building Strategic..., Online Marketing, Negotiation, Contract Negotiation, Pricing Negotiation, Pivotal, Online Advertising, Pricing Strategy, Strategic Partnerships, Clearslide, Advertising, Sales, B2B, Salesforce.com, Business Development, Talent Management, Recruiting, Account Management, Social Networking, Social Media, Sales Operations, Sales Management, Competitive Analysis, Lead Generation, Leadership, CRM, Sales Presentations, Selling, Strategy, Social Media Marketing, SaaS, Management, Customer Retention, Time Management, Sales Rep Training, Training, Marketing Strategy, Marketing, Building Relationships
Education
North Park University 2004 — 2006
B.S., Business and Economics
College of DuPage 2002 — 2004
Associates, General Education
Lane Tech 1998 — 2002
Technical Studies, Drafting
CareerBuilder.com January 2015 - Present
CareerBuilder.com May 2014 - January 2015
CareerBuilder.com September 2013 - April 2014
CareerBuilder.com July 2012 - August 2013
CareerBuilder.com October 2011 - July 2012
Do it Right Baseball October 2010 - September 2011
CareerBuilder.com February 2010 - September 2011
Gordon Flesch Company March 2008 - April 2009
The Northwestern Mutual Financial Network August 2007 - February 2008
Wells Fargo Financial October 2006 - June 2007
Skills
New Business Development, Cold Calling, Advertising Sales, Strategic Consulting, Business Intelligence, Customer Service, Coaching, Customer Relations, Direct Sales, Inside Sales, Sales Process, Building Strategic..., Online Marketing, Negotiation, Contract Negotiation, Pricing Negotiation, Pivotal, Online Advertising, Pricing Strategy, Strategic Partnerships, Clearslide, Advertising, Sales, B2B, Salesforce.com, Business Development, Talent Management, Recruiting, Account Management, Social Networking, Social Media, Sales Operations, Sales Management, Competitive Analysis, Lead Generation, Leadership, CRM, Sales Presentations, Selling, Strategy, Social Media Marketing, SaaS, Management, Customer Retention, Time Management, Sales Rep Training, Training, Marketing Strategy, Marketing, Building Relationships
Education
North Park University 2004 — 2006
B.S., Business and Economics
College of DuPage 2002 — 2004
Associates, General Education
Lane Tech 1998 — 2002
Technical Studies, Drafting
Brooks McCoy's Wells Fargo Financial Experience August 2004 - March 2006
Job Sales Team Lead
Industry Retail
Experience
Target March 2015 - Present
Bank of America August 2006 - March 2015
Verizon Wireless March 2006 - August 2006
Wells Fargo Financial August 2004 - March 2006
Skills
Credit, Banking, Commercial Banking, Small Business Lending, Loans, Coaching, Consumer Lending, Retail Banking
Education
Coastal Carolina University 2000 — 2003
Bachelor of Arts, Political Science
College of Charleston 1999 — 2000
undergraduate, political science
Target March 2015 - Present
Bank of America August 2006 - March 2015
Verizon Wireless March 2006 - August 2006
Wells Fargo Financial August 2004 - March 2006
Skills
Credit, Banking, Commercial Banking, Small Business Lending, Loans, Coaching, Consumer Lending, Retail Banking
Education
Coastal Carolina University 2000 — 2003
Bachelor of Arts, Political Science
College of Charleston 1999 — 2000
undergraduate, political science
Brian Colclough Brian Colclough's Wells Fargo Financial Experience January 2010 - September 2010
Job Your Banker
Industry Financial Services
Experience
Grow Financial Federal Credit Union June 2015 - Present
Grow Financial Federal Credit Union July 2014 - May 2015
Regions Financial Corporation April 2013 - July 2014
Wells Fargo February 2012 - March 2013
Wells Fargo October 2010 - January 2012
Wells Fargo Financial January 2010 - September 2010
Skills
Credit, Payments, Merchant Services, Debit Cards, Customer Service, Marketing, Microsoft Office, Strategic Planning, Team Leadership, Team Building, Public Speaking, Employee Training, Microsoft Word, Event Planning, Lines Of Credit, Sales, Banking, Financial Services, Relationship Management, Leadership, Consumer Lending, Small Business Lending, Negotiation, Cross Selling, Customer Satisfaction, Cold Calling, Training, Time Management, Direct Sales, Coaching, Recruiting, Business Planning, Outlook, Commercial Lending, Loans, Loan Origination, Teamwork, Mortgage Banking, Commercial Banking, Leadership Development, Credit Analysis, Business Strategy, Branch Management, Mortgage Lending, Retail Banking, Refinance, Deposits, Retail, Series 6, Home Equity Loans
Education
Claflin University 2006 — 2009
BS, Marketing
United States Air Force Academy 2004 — 2005
Grow Financial Federal Credit Union June 2015 - Present
Grow Financial Federal Credit Union July 2014 - May 2015
Regions Financial Corporation April 2013 - July 2014
Wells Fargo February 2012 - March 2013
Wells Fargo October 2010 - January 2012
Wells Fargo Financial January 2010 - September 2010
Skills
Credit, Payments, Merchant Services, Debit Cards, Customer Service, Marketing, Microsoft Office, Strategic Planning, Team Leadership, Team Building, Public Speaking, Employee Training, Microsoft Word, Event Planning, Lines Of Credit, Sales, Banking, Financial Services, Relationship Management, Leadership, Consumer Lending, Small Business Lending, Negotiation, Cross Selling, Customer Satisfaction, Cold Calling, Training, Time Management, Direct Sales, Coaching, Recruiting, Business Planning, Outlook, Commercial Lending, Loans, Loan Origination, Teamwork, Mortgage Banking, Commercial Banking, Leadership Development, Credit Analysis, Business Strategy, Branch Management, Mortgage Lending, Retail Banking, Refinance, Deposits, Retail, Series 6, Home Equity Loans
Education
Claflin University 2006 — 2009
BS, Marketing
United States Air Force Academy 2004 — 2005
Jessica Pape Jessica Pape's Wells Fargo Financial Experience October 2006 - August 2008
Job Account Executive at Amedisys
Industry Hospital & Health Care
Experience
Amedisys Home Health & Hospice February 2014 - Present
Almost Family, Inc. November 2012 - February 2014
Assisted Living Concepts April 2011 - October 2012
Lincare May 2010 - March 2011
Carepoint Diamedix November 2009 - May 2010
National Real Estate October 2008 - November 2009
Wells Fargo Financial October 2006 - August 2008
The University of Pittsburgh Medical Center June 2006 - August 2006
Skills
Account Management, CRM, Cold Calling, Diabetes, Direct Sales, Healthcare, Home Care, Customer Service, Leadership, Hospitals, Long-term Care, Marketing, Marketing Strategy, PowerPoint, Program Coordination, Program Development, Program Management, Sales, Sales Management, Sales Operations, Team Building
Education
Clarion University of Pennsylvania 2002 — 2006
Bachelor of Arts, Liberal Studies; Business Marketing
Amedisys Home Health & Hospice February 2014 - Present
Almost Family, Inc. November 2012 - February 2014
Assisted Living Concepts April 2011 - October 2012
Lincare May 2010 - March 2011
Carepoint Diamedix November 2009 - May 2010
National Real Estate October 2008 - November 2009
Wells Fargo Financial October 2006 - August 2008
The University of Pittsburgh Medical Center June 2006 - August 2006
Skills
Account Management, CRM, Cold Calling, Diabetes, Direct Sales, Healthcare, Home Care, Customer Service, Leadership, Hospitals, Long-term Care, Marketing, Marketing Strategy, PowerPoint, Program Coordination, Program Development, Program Management, Sales, Sales Management, Sales Operations, Team Building
Education
Clarion University of Pennsylvania 2002 — 2006
Bachelor of Arts, Liberal Studies; Business Marketing
Heidi Olson Heidi Olson's Wells Fargo Financial Experience 2004 - 2005
Job Director of Marketing, Optum
Industry Marketing and Advertising
Experience
Optum October 2014 - Present
Famous Dave's of America February 2014 - October 2014
Famous Dave's February 2013 - January 2014
SUPERVALU August 2011 - February 2013
SUPERVALU July 2010 - October 2011
SuperValu 2007 - July 2010
SUPERVALU Pharmacies July 2007 - September 2008
Star Tribune 2005 - 2007
Wells Fargo Financial 2004 - 2005
Skills
Retail, Direct Marketing, Analytics, Grocery, Merchandising, Social Media, Marketing Strategy, Product Development, Interactive Marketing, Strategic Planning, Marketing, Market Research, Product Marketing, Marketing Management, Email Marketing, Brand Development, Digital Marketing, Advertising, Competitive Analysis, Market Planning, Social Media Marketing, E-commerce, Brand Management, Pricing, Integrated Marketing, Online Advertising, Management, Marketing Communications, Online Marketing, Marketing Research, B2B Marketing, Customer Insight, Loyalty Programs, Segmentation, Mobile Marketing, Digital Strategy, Direct Mail, Media Planning, Google Analytics, Web Analytics, Multi-channel Marketing, CRM, Supermarkets, Database Marketing, Loyalty Marketing, Brand Awareness, Media Buying, Campaign Management, SEM, Mobile Devices
Education
College of Saint Benedict and Saint John's University 2000 — 2004
Bachelor's Degree, Communication Major, German Major, Magna Cum Laude
Optum October 2014 - Present
Famous Dave's of America February 2014 - October 2014
Famous Dave's February 2013 - January 2014
SUPERVALU August 2011 - February 2013
SUPERVALU July 2010 - October 2011
SuperValu 2007 - July 2010
SUPERVALU Pharmacies July 2007 - September 2008
Star Tribune 2005 - 2007
Wells Fargo Financial 2004 - 2005
Skills
Retail, Direct Marketing, Analytics, Grocery, Merchandising, Social Media, Marketing Strategy, Product Development, Interactive Marketing, Strategic Planning, Marketing, Market Research, Product Marketing, Marketing Management, Email Marketing, Brand Development, Digital Marketing, Advertising, Competitive Analysis, Market Planning, Social Media Marketing, E-commerce, Brand Management, Pricing, Integrated Marketing, Online Advertising, Management, Marketing Communications, Online Marketing, Marketing Research, B2B Marketing, Customer Insight, Loyalty Programs, Segmentation, Mobile Marketing, Digital Strategy, Direct Mail, Media Planning, Google Analytics, Web Analytics, Multi-channel Marketing, CRM, Supermarkets, Database Marketing, Loyalty Marketing, Brand Awareness, Media Buying, Campaign Management, SEM, Mobile Devices
Education
College of Saint Benedict and Saint John's University 2000 — 2004
Bachelor's Degree, Communication Major, German Major, Magna Cum Laude
Keith Davey Keith Davey's Wells Fargo Financial Experience April 1999 - January 2001
Job Solar PV Specialist at Stellar Solar Inc.
Industry Renewables & Environment
Experience
Stellar Solar Inc. September 2013 - Present
Smart Solar. October 2010 - September 2013
Shell Vacations Club May 2008 - March 2009
Bank of America September 2007 - May 2008
Wells Fargo Home Mortgage January 2001 - September 2007
Wells Fargo Financial April 1999 - January 2001
Skills
Solar Energy, Solar PV, Solar System Design, Renewable Energy, Energy Efficiency, Sales, Sales Management, New Business Development, Sustainable Energy, Sales Presentations, Direct Sales, Salesforce.com, Loan Origination, Customer Service, Sales Operations, Account Management, Selling, Customer Satisfaction, Contract Negotiation, Management, Marketing, Sales Process, Negotiation, Mortgage Lending
Education
College of San Mateo 1989 — 1990
Bret Harte Union High School 1985 — 1989
High School Diploma
Stellar Solar Inc. September 2013 - Present
Smart Solar. October 2010 - September 2013
Shell Vacations Club May 2008 - March 2009
Bank of America September 2007 - May 2008
Wells Fargo Home Mortgage January 2001 - September 2007
Wells Fargo Financial April 1999 - January 2001
Skills
Solar Energy, Solar PV, Solar System Design, Renewable Energy, Energy Efficiency, Sales, Sales Management, New Business Development, Sustainable Energy, Sales Presentations, Direct Sales, Salesforce.com, Loan Origination, Customer Service, Sales Operations, Account Management, Selling, Customer Satisfaction, Contract Negotiation, Management, Marketing, Sales Process, Negotiation, Mortgage Lending
Education
College of San Mateo 1989 — 1990
Bret Harte Union High School 1985 — 1989
High School Diploma
Bipasha Dey Bipasha Dey's Wells Fargo Financial Experience February 2008 - July 2009
Job Agent at SEACRET Direct
Industry Financial Services
Experience
SEACRET Direct April 2015 - Present
doTERRA June 2014 - Present
American Wealth Group October 2013 - Present
New York Life Insurance Company November 2012 - September 2013
U.S. Bank October 2012 - December 2012
MassMutual Financial Group July 2012 - October 2012
Garda November 2011 - December 2011
Wells Fargo Financial February 2008 - July 2009
Portfolio Management Group August 2006 - October 2007
Memberworks Canada September 2005 - December 2006
Skills
Financial Analysis, HTML, Access, Accounting, Public Speaking, Social Media, Financial Modeling, English, Time Management, Data Analysis, Team Leadership, Economics, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Customer Service, Sales, Teamwork, Work Well Independently, Strategic Planning, Insurance, Retirement Planning, Finance, Budgets, Team Building, Training, Financial Services, Marketing, Coaching, Small Business
Education
Washington State University 2010 — 2012
Political Science/Business
Clark College
Associate of Arts (A.A.), Business/Finance
Clark College
Associate of Science (A.S.), Organic Chemistry
Concordia University
Biochemistry
SEACRET Direct April 2015 - Present
doTERRA June 2014 - Present
American Wealth Group October 2013 - Present
New York Life Insurance Company November 2012 - September 2013
U.S. Bank October 2012 - December 2012
MassMutual Financial Group July 2012 - October 2012
Garda November 2011 - December 2011
Wells Fargo Financial February 2008 - July 2009
Portfolio Management Group August 2006 - October 2007
Memberworks Canada September 2005 - December 2006
Skills
Financial Analysis, HTML, Access, Accounting, Public Speaking, Social Media, Financial Modeling, English, Time Management, Data Analysis, Team Leadership, Economics, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Customer Service, Sales, Teamwork, Work Well Independently, Strategic Planning, Insurance, Retirement Planning, Finance, Budgets, Team Building, Training, Financial Services, Marketing, Coaching, Small Business
Education
Washington State University 2010 — 2012
Political Science/Business
Clark College
Associate of Arts (A.A.), Business/Finance
Clark College
Associate of Science (A.S.), Organic Chemistry
Concordia University
Biochemistry
Joe Candelaria Joe Candelaria's Wells Fargo Financial Experience January 2010 - August 2010
Job Young Adults Director at Faith Bible Chapel
Industry Education Management
Experience
Faith Bible Chapel November 2013 - Present
Colorado Christian University September 2012 - November 2013
Westwood College March 2012 - September 2012
Westwood College August 2010 - March 2012
Wells Fargo Financial January 2010 - August 2010
Faith Bible Chapel – Arvada, CO October 2008 - October 2009
Skills
Admissions, Student Affairs, Higher Education, Student Financial Aid, Resume Writing, Teaching, Campus, Staff Development, Career Counseling, Curriculum Development, Career Development, Curriculum Design, Sports Coaching, Public Speaking, Coaching
Education
Westwood College - Online 2012 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Colorado Christian University 2007 — 2008
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Vanguard University of Southern California 2003 — 2006
Did not complete, Elementary Education and Teaching
Faith Bible Chapel November 2013 - Present
Colorado Christian University September 2012 - November 2013
Westwood College March 2012 - September 2012
Westwood College August 2010 - March 2012
Wells Fargo Financial January 2010 - August 2010
Faith Bible Chapel – Arvada, CO October 2008 - October 2009
Skills
Admissions, Student Affairs, Higher Education, Student Financial Aid, Resume Writing, Teaching, Campus, Staff Development, Career Counseling, Curriculum Development, Career Development, Curriculum Design, Sports Coaching, Public Speaking, Coaching
Education
Westwood College - Online 2012 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Colorado Christian University 2007 — 2008
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Vanguard University of Southern California 2003 — 2006
Did not complete, Elementary Education and Teaching
Jonathan Storck Jonathan Storck's Wells Fargo Financial Experience June 2006 - January 2008
Job Assistant Vice President Performance Monitoring Manager at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase May 2013 - Present
JP Morgan Chase January 2011 - May 2013
JPMorgan Chase May 2009 - December 2010
Washington Mutual, Inc. February 2008 - May 2009
Wells Fargo Financial June 2006 - January 2008
AMERIQUEST MORTGAGE COMPANY May 2004 - February 2006
HORIZON FINANCIAL, INC August 2002 - August 2003
MARCUS EVANS BANKING FINANCE & INSURANCE September 2000 - September 2001
Worldwide Business Research May 2000 - September 2000
Skills
Loans, Mortgage Banking, Management, Customer Service, Mortgage Lending, Credit Analysis, Banking, Residential Mortgages, Portfolio Management, Credit, Credit Risk, Leadership, Underwriting, Analysis, Budgets, Commercial Lending, Consumer Lending, Cross Selling, Finance, Financial Analysis, Insurance, Loan Origination, Marketing, Mortgage Servicing, Negotiation, Real Estate, Refinance, Risk Management, Sales, Sales Management, Time Management, Training, Vendor Management
Education
Clemson University 1995 — 1999
B.S., Business to Business Marketing
JPMorgan Chase May 2013 - Present
JP Morgan Chase January 2011 - May 2013
JPMorgan Chase May 2009 - December 2010
Washington Mutual, Inc. February 2008 - May 2009
Wells Fargo Financial June 2006 - January 2008
AMERIQUEST MORTGAGE COMPANY May 2004 - February 2006
HORIZON FINANCIAL, INC August 2002 - August 2003
MARCUS EVANS BANKING FINANCE & INSURANCE September 2000 - September 2001
Worldwide Business Research May 2000 - September 2000
Skills
Loans, Mortgage Banking, Management, Customer Service, Mortgage Lending, Credit Analysis, Banking, Residential Mortgages, Portfolio Management, Credit, Credit Risk, Leadership, Underwriting, Analysis, Budgets, Commercial Lending, Consumer Lending, Cross Selling, Finance, Financial Analysis, Insurance, Loan Origination, Marketing, Mortgage Servicing, Negotiation, Real Estate, Refinance, Risk Management, Sales, Sales Management, Time Management, Training, Vendor Management
Education
Clemson University 1995 — 1999
B.S., Business to Business Marketing
Luke Gentzler Luke Gentzler's Wells Fargo Financial Experience July 2003 - April 2006
Job Sales Director, SMB at SumTotal
Industry E-Learning
Experience
SumTotal Systems 2007 - Present
Robert Half Technology April 2006 - October 2007
Wells Fargo Financial July 2003 - April 2006
Education
Coe College 1999 — 2003
Business/Economics, Business and Economics
SumTotal Systems 2007 - Present
Robert Half Technology April 2006 - October 2007
Wells Fargo Financial July 2003 - April 2006
Education
Coe College 1999 — 2003
Business/Economics, Business and Economics
Matt Vesgaard, MBA Matt Vesgaard, MBA's Wells Fargo Financial Experience August 2000 - October 2002
Job Senior Credit Administrator at Verus Bank of Commerce
Industry Banking
Experience
Verus Bank of Commerce May 2012 - Present
Cache Bank and Trust September 2011 - May 2012
Verus Bank of Commerce April 2011 - September 2011
Guaranty Bank October 2008 - January 2011
Key Bank March 2003 - October 2008
Wells Fargo Financial August 2000 - October 2002
Skills
Real Estate, Credit Analysis, Loans, Finance, Banking, Commercial Lending, Credit, Analysis, Financial Modeling, Commercial Banking, Portfolio Management, Small Business Lending, Risk Management, CRM, Financial Analysis, Management, Consumer Lending, Customer Service, Sales, Cash Management, Small Business, Loan Origination, Mergers & Acquisitions, Mortgage Lending, Budgets, Retail Banking, Auditing, Mortgage Banking
Education
Colorado State University 2006 — 2008
MBA, Business Administration
Colorado State University
Bachelor of Applied Science, Marketing
Verus Bank of Commerce May 2012 - Present
Cache Bank and Trust September 2011 - May 2012
Verus Bank of Commerce April 2011 - September 2011
Guaranty Bank October 2008 - January 2011
Key Bank March 2003 - October 2008
Wells Fargo Financial August 2000 - October 2002
Skills
Real Estate, Credit Analysis, Loans, Finance, Banking, Commercial Lending, Credit, Analysis, Financial Modeling, Commercial Banking, Portfolio Management, Small Business Lending, Risk Management, CRM, Financial Analysis, Management, Consumer Lending, Customer Service, Sales, Cash Management, Small Business, Loan Origination, Mergers & Acquisitions, Mortgage Lending, Budgets, Retail Banking, Auditing, Mortgage Banking
Education
Colorado State University 2006 — 2008
MBA, Business Administration
Colorado State University
Bachelor of Applied Science, Marketing
Cherri McGuire Cherri McGuire's Wells Fargo Financial Experience January 2007 - June 2009
Job Area Sales Manager at Santander Consumer USA Inc.
Industry Automotive
Experience
Santander Consumer USA Inc. March 2013 - Present
Southern Auto Finance Company April 2012 - February 2013
GWC Warranty December 2010 - April 2012
Wells Fargo Financial January 2007 - June 2009
Mitsubishi Motors September 1992 - September 2004
Skills
Sales Operations, CRM, Business Planning, Team Building, Sales Management, Marketing, Sales, Negotiation, Finance, Profit, Marketing Strategy, Customer Retention, Account Management, Selling, Customer Satisfaction, New Business Development, Leadership, Credit, Pricing, Automobile, Automotive, B2B, Vehicles, Sales Process, Customer Service
Education
Chaffey College 1989 — 1992
Santander Consumer USA Inc. March 2013 - Present
Southern Auto Finance Company April 2012 - February 2013
GWC Warranty December 2010 - April 2012
Wells Fargo Financial January 2007 - June 2009
Mitsubishi Motors September 1992 - September 2004
Skills
Sales Operations, CRM, Business Planning, Team Building, Sales Management, Marketing, Sales, Negotiation, Finance, Profit, Marketing Strategy, Customer Retention, Account Management, Selling, Customer Satisfaction, New Business Development, Leadership, Credit, Pricing, Automobile, Automotive, B2B, Vehicles, Sales Process, Customer Service
Education
Chaffey College 1989 — 1992
Dwayne Kuhn Dwayne Kuhn's Wells Fargo Financial Experience November 2005 - April 2008
Job System Administrator I at Paycor
Industry Information Technology and Services
Experience
Paycor November 2013 - Present
Paycor November 2011 - November 2013
Making Everlasting Memories February 2011 - November 2011
Commonwealth Benefit Administrators April 2008 - February 2011
Wells Fargo Financial November 2005 - April 2008
Global Fitness Holdings November 2002 - November 2005
Skills
Business Intelligence, Direct Marketing
Education
Xavier University
Bachelor of Arts, Liberal Arts
Indiana University—Purdue University Fort Wayne 1997 — 1999
Liberal Arts, Business
Cincinnati State Technical and Community College
Associate of Applied Science - AAS, PC Support and Administration
Paycor November 2013 - Present
Paycor November 2011 - November 2013
Making Everlasting Memories February 2011 - November 2011
Commonwealth Benefit Administrators April 2008 - February 2011
Wells Fargo Financial November 2005 - April 2008
Global Fitness Holdings November 2002 - November 2005
Skills
Business Intelligence, Direct Marketing
Education
Xavier University
Bachelor of Arts, Liberal Arts
Indiana University—Purdue University Fort Wayne 1997 — 1999
Liberal Arts, Business
Cincinnati State Technical and Community College
Associate of Applied Science - AAS, PC Support and Administration
Kristin Billings's Wells Fargo Financial Experience September 2007 - September 2008
Job Geico Field Representative
Industry Insurance
Experience
GEICO April 2015 - Present
Bank of America November 2010 - April 2015
Bank of America September 2008 - November 2010
Wells Fargo Financial September 2007 - September 2008
Wells Fargo Bank February 2006 - September 2007
Skills
Loan Origination, Customer Service, Credit Analysis, Recruiting, Microsoft Excel, Microsoft Office, Outlook, Team Building, Loans, Credit, Mortgage Lending, Microsoft Word, Strategic Planning, Referrals
Education
The University of North Dakota 2002 — 2005
B.S.Ed., Business Education
College of St. Benedict 2001 — 2002
Central Cass High School 1997 — 2001
GEICO April 2015 - Present
Bank of America November 2010 - April 2015
Bank of America September 2008 - November 2010
Wells Fargo Financial September 2007 - September 2008
Wells Fargo Bank February 2006 - September 2007
Skills
Loan Origination, Customer Service, Credit Analysis, Recruiting, Microsoft Excel, Microsoft Office, Outlook, Team Building, Loans, Credit, Mortgage Lending, Microsoft Word, Strategic Planning, Referrals
Education
The University of North Dakota 2002 — 2005
B.S.Ed., Business Education
College of St. Benedict 2001 — 2002
Central Cass High School 1997 — 2001
Lindsay Waters Lindsay Waters's Wells Fargo Financial Experience 2008 - 2009
Job Trade Marketing Manager at Total Beverage Solution
Industry Food & Beverages
Experience
Total Beverage Solution January 2015 - Present
Total Beverage Solution September 2009 - December 2014
Wells Fargo Financial 2008 - 2009
Skills
Credit, Microsoft Excel, Forecasting, Analysis, SWOT analysis, Marketing, Leadership, VIP (Vermont..., Sales, Budgets, Supply Chain, New Business Development, Pricing, Retail
Education
Clemson University - College of Business and Behavioral Science 2004 — 2008
Marketing
Total Beverage Solution January 2015 - Present
Total Beverage Solution September 2009 - December 2014
Wells Fargo Financial 2008 - 2009
Skills
Credit, Microsoft Excel, Forecasting, Analysis, SWOT analysis, Marketing, Leadership, VIP (Vermont..., Sales, Budgets, Supply Chain, New Business Development, Pricing, Retail
Education
Clemson University - College of Business and Behavioral Science 2004 — 2008
Marketing
Denny Merrow's Wells Fargo Financial Experience May 2009 - April 2011
Job Sales Manager at RingCentral
Industry Telecommunications
Experience
RingCentral July 2014 - Present
RingCentral August 2013 - June 2014
RingCentral April 2011 - August 2013
Wells Fargo Financial May 2009 - April 2011
Cbeyond May 2007 - November 2008
Avaya December 2007 - June 2008
Skills
Small Business, VoIP, Inside Sales, CRM, Salesforce.com, Lead Generation, Solution Selling, SaaS, Account Management, Direct Sales, Sales Management, Cold Calling, Sales Process, Selling Skills, Sales Operations, Analytics, Competitive Analysis, Direct Marketing, Managed Services, Unified Communications, Customer Retention, Marketing, Enterprise Software, Cloud Computing, Key Account Management, Product Management, Sales, Strategic Partnerships, Marketing Strategy, Strategic Alliances, Demand Generation, Qualifying Prospects, Business Development, Customer Satisfaction, Go-to-market Strategy, Mobile Devices, B2B, New Business Development, Online Advertising, Customer Service, Customer Acquisition, Call Center, Building Relationships, Product Marketing, Team Leadership, Channel Partners, Territory Management, Channel, Telecommunications, Sales Presentations
Education
Colorado State University 2003 — 2007
BS Business Administration, Marketing
Griffith University 2005 — 2006
Marketing
RingCentral July 2014 - Present
RingCentral August 2013 - June 2014
RingCentral April 2011 - August 2013
Wells Fargo Financial May 2009 - April 2011
Cbeyond May 2007 - November 2008
Avaya December 2007 - June 2008
Skills
Small Business, VoIP, Inside Sales, CRM, Salesforce.com, Lead Generation, Solution Selling, SaaS, Account Management, Direct Sales, Sales Management, Cold Calling, Sales Process, Selling Skills, Sales Operations, Analytics, Competitive Analysis, Direct Marketing, Managed Services, Unified Communications, Customer Retention, Marketing, Enterprise Software, Cloud Computing, Key Account Management, Product Management, Sales, Strategic Partnerships, Marketing Strategy, Strategic Alliances, Demand Generation, Qualifying Prospects, Business Development, Customer Satisfaction, Go-to-market Strategy, Mobile Devices, B2B, New Business Development, Online Advertising, Customer Service, Customer Acquisition, Call Center, Building Relationships, Product Marketing, Team Leadership, Channel Partners, Territory Management, Channel, Telecommunications, Sales Presentations
Education
Colorado State University 2003 — 2007
BS Business Administration, Marketing
Griffith University 2005 — 2006
Marketing
Amber Gibson's Wells Fargo Financial Experience November 2002 - July 2005
Job Customer Service Lead at DonorsChoose.org
Industry Nonprofit Organization Management
Experience
DonorsChoose.org September 2010 - Present
Inter-Care January 2011 - July 2014
AmeriCorps October 2005 - October 2008
Wells Fargo Financial November 2002 - July 2005
Skills
Volunteer Management, Social Services, Community Outreach, Leadership, Nonprofits, Program Management, Non-profits, Grants, Public Speaking, Management, Case Management, Crisis Intervention, Grant Writing, Customer Service
Education
University of York 2014 — 2015
Master's degree, Post-war Recovery Studies
New York City College of Technology 2009 — 2013
Bachelor's degree, summa cum laude, Human Services
College of Southern Nevada 2002 — 2005
Associate of Arts (A.A.)
DonorsChoose.org September 2010 - Present
Inter-Care January 2011 - July 2014
AmeriCorps October 2005 - October 2008
Wells Fargo Financial November 2002 - July 2005
Skills
Volunteer Management, Social Services, Community Outreach, Leadership, Nonprofits, Program Management, Non-profits, Grants, Public Speaking, Management, Case Management, Crisis Intervention, Grant Writing, Customer Service
Education
University of York 2014 — 2015
Master's degree, Post-war Recovery Studies
New York City College of Technology 2009 — 2013
Bachelor's degree, summa cum laude, Human Services
College of Southern Nevada 2002 — 2005
Associate of Arts (A.A.)
akande ojo's Wells Fargo Financial Experience October 2010 - June 2011
Job Senior Analyst at GE Capital
Industry Financial Services
Experience
GE Capital April 2012 - Present
Wells Fargo January 2010 - May 2012
Wells Fargo Financial October 2010 - June 2011
Nationwide Insurance January 2010 - November 2010
Nationwide Insurance January 2010 - January 2010
FDIC October 2007 - January 2009
FDIC 2007 - 2009
New York State Office of the State Comptroller May 2007 - October 2007
New York City January 2001 - January 2007
Long Island University 2004 - 2006
Education
Long Island University, Brooklyn Campus 2004 — 2006
Master of Business Administration (MBA), FINANCE AND INTERNATIONAL BUSINESS, Distinction
City University of New York-Hunter College
Bachelor of Science (BS), Accountancy & Finance
Yaba College of Technology
Bachelor of Science (BS), Accountancy & Finance
Long Island University
Master of Business Administration with Distinction, Finance and International Business; 2006
GE Capital April 2012 - Present
Wells Fargo January 2010 - May 2012
Wells Fargo Financial October 2010 - June 2011
Nationwide Insurance January 2010 - November 2010
Nationwide Insurance January 2010 - January 2010
FDIC October 2007 - January 2009
FDIC 2007 - 2009
New York State Office of the State Comptroller May 2007 - October 2007
New York City January 2001 - January 2007
Long Island University 2004 - 2006
Education
Long Island University, Brooklyn Campus 2004 — 2006
Master of Business Administration (MBA), FINANCE AND INTERNATIONAL BUSINESS, Distinction
City University of New York-Hunter College
Bachelor of Science (BS), Accountancy & Finance
Yaba College of Technology
Bachelor of Science (BS), Accountancy & Finance
Long Island University
Master of Business Administration with Distinction, Finance and International Business; 2006
Justin Holtzman's Wells Fargo Financial Experience 2005 - 2008
Job Director of Retail Services at ECHO Real Estate Services
Industry Real Estate
Experience
ECHO Real Estate Services January 2014 - Present
Dots November 2011 - August 2013
Cafaro Company 2008 - November 2011
Wells Fargo Financial 2005 - 2008
Skills
Lease Negotiations, Leases, Real Estate, Shopping Centers, Real Estate Development, Retail, Location Intelligence, Real Estate Transactions, Corporate Real Estate, Negotiation, Real Estate Economics, Retail Site Selection, Management, Commercial Real Estate
Education
Cleveland State University 2012 — 2012
Master of Business Administration (M.B.A.), Business
Kent State University 2001 — 2005
BS, Marketing
Grove City College 2001 — 2002
N/A, N/A
ECHO Real Estate Services January 2014 - Present
Dots November 2011 - August 2013
Cafaro Company 2008 - November 2011
Wells Fargo Financial 2005 - 2008
Skills
Lease Negotiations, Leases, Real Estate, Shopping Centers, Real Estate Development, Retail, Location Intelligence, Real Estate Transactions, Corporate Real Estate, Negotiation, Real Estate Economics, Retail Site Selection, Management, Commercial Real Estate
Education
Cleveland State University 2012 — 2012
Master of Business Administration (M.B.A.), Business
Kent State University 2001 — 2005
BS, Marketing
Grove City College 2001 — 2002
N/A, N/A
Heather (Gustafson) Tweed's Wells Fargo Financial Experience November 2005 - October 2008
Job Accountant SEC Reporting Team Lead at Wells Fargo Consumer Lending Real Estate
Industry Accounting
Experience
Wells Fargo Home Mortgage July 2014 - Present
Wells Fargo Home Mortgage October 2008 - July 2014
Wells Fargo Financial November 2005 - October 2008
Compex Technologies July 2004 - October 2005
KPMG September 2000 - July 2002
Skills
Financial Reporting, Accounting, Auditing, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, General Ledger, Sarbanes-Oxley, SEC filings, US GAAP, GAAP, Variance Analysis
Education
CIMBA 2002 — 2003
MBA
Iowa State University 1996 — 2000
BS Accounting, Accounting, Spanish
Wells Fargo Home Mortgage July 2014 - Present
Wells Fargo Home Mortgage October 2008 - July 2014
Wells Fargo Financial November 2005 - October 2008
Compex Technologies July 2004 - October 2005
KPMG September 2000 - July 2002
Skills
Financial Reporting, Accounting, Auditing, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, General Ledger, Sarbanes-Oxley, SEC filings, US GAAP, GAAP, Variance Analysis
Education
CIMBA 2002 — 2003
MBA
Iowa State University 1996 — 2000
BS Accounting, Accounting, Spanish
Kirsten Madsen's Wells Fargo Financial Experience 2003 - 2005
Job Sales Representative Scicon Technologies Corporation
Industry Design
Experience
Scicon Technologies Corporation July 2008 - January 2010
3D Systems December 2006 - May 2008
3D Systems February 2006 - December 2006
Wells Fargo Financial 2003 - 2005
Education
Winthrop University 2005 — 2007
MBA, Finance
Clemson University 1999 — 2003
BS, Business Management
Scicon Technologies Corporation July 2008 - January 2010
3D Systems December 2006 - May 2008
3D Systems February 2006 - December 2006
Wells Fargo Financial 2003 - 2005
Education
Winthrop University 2005 — 2007
MBA, Finance
Clemson University 1999 — 2003
BS, Business Management
Kelli Null's Wells Fargo Financial Experience September 2007 - September 2010
Job Division Director Central Oklahoma Division at March of Dimes Okahoma Chapter
Industry Biotechnology
Experience
March of Dimes Okahoma Chapter April 2011 - Present
Wells Fargo Financial September 2007 - September 2010
Enterprise Rent-A-Car 2000 - 2005
Education
College of Business 1996 — 2000
March of Dimes Okahoma Chapter April 2011 - Present
Wells Fargo Financial September 2007 - September 2010
Enterprise Rent-A-Car 2000 - 2005
Education
College of Business 1996 — 2000
Mary Jo Mack's Wells Fargo Financial Experience 1984 - 1997
Job Senior Global Financial Service Advisor at Silicon Valley Bank
Industry Banking
Experience
Silicon Valley Bank June 2004 - Present
JMMetals February 1997 - June 2004
Wells Fargo Financial 1984 - 1997
Skills
Venture Capital, Corporate Development, Debt, Due Diligence, Investments, Foreign Exchange Risk..., Global Treasury, Treasury Services, FX Hedging, Entrepreneurship, Management, Capital Markets, Valuation, Investment Banking, Cash Management, Business Development, Financial Risk, Funding, Financial Services, Treasury, Financial Structuring, Foreign Exchange
Education
College for Financial Planning
CFP, Cetificate of Financial Planning
Rhode Island School of Design
University of Rhode Island
BS
Silicon Valley Bank June 2004 - Present
JMMetals February 1997 - June 2004
Wells Fargo Financial 1984 - 1997
Skills
Venture Capital, Corporate Development, Debt, Due Diligence, Investments, Foreign Exchange Risk..., Global Treasury, Treasury Services, FX Hedging, Entrepreneurship, Management, Capital Markets, Valuation, Investment Banking, Cash Management, Business Development, Financial Risk, Funding, Financial Services, Treasury, Financial Structuring, Foreign Exchange
Education
College for Financial Planning
CFP, Cetificate of Financial Planning
Rhode Island School of Design
University of Rhode Island
BS
Anthony Cantu's Wells Fargo Financial Experience August 2007 - April 2009
Job Legal Administrative Specialist at Social Security Administration
Industry Financial Services
Experience
Social Security Administration April 2009 - Present
Wells Fargo Financial August 2007 - April 2009
Enterprise Rent-A-Car 2005 - 2006
Education
Claremont McKenna College 1994 — 1998
Bachelor of Arts (B.A.), Politics Philosophy Economics - Psychology
Social Security Administration April 2009 - Present
Wells Fargo Financial August 2007 - April 2009
Enterprise Rent-A-Car 2005 - 2006
Education
Claremont McKenna College 1994 — 1998
Bachelor of Arts (B.A.), Politics Philosophy Economics - Psychology
Kate Steineman's Wells Fargo Financial Experience May 2008 - April 2009
Job Vice President, Business Liaison Manager at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage April 2009 - Present
Wells Fargo Financial May 2008 - April 2009
Wells Fargo Financial November 2007 - May 2008
Wells Fargo Financial November 2005 - November 2007
Wells Fargo Financial August 1999 - November 2005
Education
Coe College 1994 — 1998
Economics and Business
Wells Fargo Home Mortgage April 2009 - Present
Wells Fargo Financial May 2008 - April 2009
Wells Fargo Financial November 2007 - May 2008
Wells Fargo Financial November 2005 - November 2007
Wells Fargo Financial August 1999 - November 2005
Education
Coe College 1994 — 1998
Economics and Business
Shane Giskaas's Wells Fargo Financial Experience July 2007 - 2009
Job Mechanical Engineer at Kahuna Ventures, LLC
Industry Mechanical or Industrial Engineering
Experience
Kahuna Ventures, LLC July 2013 - Present
Wells Fargo Financial July 2007 - 2009
Skills
Engineering, Project Engineering, Mechanical Engineering, Process Engineering
Education
Colorado School of Mines 2010 — 2013
Bachelor of Science (BS), Mechanical Engineering
Colorado State University 2004 — 2007
Bachelor of Science (BS), Corporate Finance
Kahuna Ventures, LLC July 2013 - Present
Wells Fargo Financial July 2007 - 2009
Skills
Engineering, Project Engineering, Mechanical Engineering, Process Engineering
Education
Colorado School of Mines 2010 — 2013
Bachelor of Science (BS), Mechanical Engineering
Colorado State University 2004 — 2007
Bachelor of Science (BS), Corporate Finance
Rachna Jaison's Wells Fargo Financial Experience June 2007 - August 2010
Job Sr. Portfolio Risk Manager at Synchrony Financial
Industry Financial Services
Experience
Synchrony Financial April 2015 - Present
GE Capital August 2010 - April 2015
Wells Fargo Financial June 2007 - August 2010
GE Money 2003 - 2007
Sullivan Direct January 2001 - March 2003
Provident Bank 2003 - 2003
Skills
Credit Cards, Analytics, Predictive Modeling, Credit Risk, SAS, Risk Analytics, Statistical Modeling, Predictive Analytics, SAS programming, Financial Services, Risk Management, Segmentation, Financial Modeling, Portfolio Management, Financial Risk, Database Marketing, Credit, Marketing Analytics, Business Analytics, Data Mining, Quantitative Analytics
Education
University of Cincinnati College of Business 1999 — 2001
MSBA, Quantative Analysis, Operations Management
College of Engineering, Trivandrum 1992 — 1996
BS, Civil Engineering
St Thomas Residential School 1986 — 1992
Synchrony Financial April 2015 - Present
GE Capital August 2010 - April 2015
Wells Fargo Financial June 2007 - August 2010
GE Money 2003 - 2007
Sullivan Direct January 2001 - March 2003
Provident Bank 2003 - 2003
Skills
Credit Cards, Analytics, Predictive Modeling, Credit Risk, SAS, Risk Analytics, Statistical Modeling, Predictive Analytics, SAS programming, Financial Services, Risk Management, Segmentation, Financial Modeling, Portfolio Management, Financial Risk, Database Marketing, Credit, Marketing Analytics, Business Analytics, Data Mining, Quantitative Analytics
Education
University of Cincinnati College of Business 1999 — 2001
MSBA, Quantative Analysis, Operations Management
College of Engineering, Trivandrum 1992 — 1996
BS, Civil Engineering
St Thomas Residential School 1986 — 1992
Wayne Moody's Wells Fargo Financial Experience May 2005 - May 2006
Job CEO, Moody Inc.
Industry Marketing and Advertising
Experience
Moody Inc. May 2006 - Present
FedEx Services May 2006 - Present
Wells Fargo Financial May 2005 - May 2006
Education
Christian Brothers University 2002 — 2004
Bachelor Degree, Marketing
Southwest Tennessee Community College 1999 — 2002
Associate Degree, General Studies
Moody Inc. May 2006 - Present
FedEx Services May 2006 - Present
Wells Fargo Financial May 2005 - May 2006
Education
Christian Brothers University 2002 — 2004
Bachelor Degree, Marketing
Southwest Tennessee Community College 1999 — 2002
Associate Degree, General Studies
Chris Kizer's Wells Fargo Financial Experience May 1997 - August 2000
Job Executive Recruiter at Ambrion, Inc.
Industry Staffing and Recruiting
Experience
Ambrion, Inc. Equipment Finance SpecialistUS BankAugust 2000 - February 2008
Wells Fargo Financial May 1997 - August 2000
Education
Southwest Minnesota State University 1995 — 1996
Clarkson University 1994 — 1995
Business Administration
Cortland Jr/Sr High School
Ambrion, Inc. Equipment Finance SpecialistUS BankAugust 2000 - February 2008
Wells Fargo Financial May 1997 - August 2000
Education
Southwest Minnesota State University 1995 — 1996
Clarkson University 1994 — 1995
Business Administration
Cortland Jr/Sr High School
Caitlin Hanson's Wells Fargo Financial Experience June 2006 - March 2007
Job FP&A Lead (Consulting Financial Analyst) for Raytheon
Industry Aviation & Aerospace
Experience
Raytheon May 2007 - Present
Nu Skin Enterprises November 2012 - Present
Raytheon May 2007 - July 2011
Raytheon 2006 - 2008
Wells Fargo Financial June 2006 - March 2007
Skills
Earned Value Management, Financial Analysis, Financial Forecasting, Financial Modeling, Variance Analysis, Forecasting, Financial Reporting, Strategic Financial..., Finance, Pivot Tables, Budgets, Risk Management, Microsoft Excel
Education
Loyola Marymount University 2009 — 2011
Masters, Business Administration
Chapman University 2002 — 2006
BS, Business
Chapman University, The George L. Argyros School of Business and Economics 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Raytheon May 2007 - Present
Nu Skin Enterprises November 2012 - Present
Raytheon May 2007 - July 2011
Raytheon 2006 - 2008
Wells Fargo Financial June 2006 - March 2007
Skills
Earned Value Management, Financial Analysis, Financial Forecasting, Financial Modeling, Variance Analysis, Forecasting, Financial Reporting, Strategic Financial..., Finance, Pivot Tables, Budgets, Risk Management, Microsoft Excel
Education
Loyola Marymount University 2009 — 2011
Masters, Business Administration
Chapman University 2002 — 2006
BS, Business
Chapman University, The George L. Argyros School of Business and Economics 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Daniel Frasier, MBA's Wells Fargo Financial Experience 2000 - 2006
Job Commercial Loan Officer at Adams Bank and Trust
Industry Financial Services
Experience
Adams Bank & Trust May 2013 - Present
Vectra Bank March 2012 - January 2013
Bank of the West 2007 - April 2012
Wells Fargo 2006 - 2007
Wells Fargo Financial 2000 - 2006
Wells Fargo Financial 2000 - 2001
Skills
Management, Credit Risk, Credit Analysis, Commercial Banking, Retail Banking, Subprime, Collections, Mortgage Lending, Business Development, Underwriting, Business Analysis, Financial Analysis, Portfolio Management, Banking, Finance, Credit, Loans, Commercial Lending, Investments, Financial Risk
Education
Regis University 2008 — 2010
Masters in Business Administration, Masters Business Administration
Colorado State University 1996 — 2000
Business Administration, Finance
Fort Morgan 1992 — 1996
High School Diploma
Leadership Pikes Peak
Adams Bank & Trust May 2013 - Present
Vectra Bank March 2012 - January 2013
Bank of the West 2007 - April 2012
Wells Fargo 2006 - 2007
Wells Fargo Financial 2000 - 2006
Wells Fargo Financial 2000 - 2001
Skills
Management, Credit Risk, Credit Analysis, Commercial Banking, Retail Banking, Subprime, Collections, Mortgage Lending, Business Development, Underwriting, Business Analysis, Financial Analysis, Portfolio Management, Banking, Finance, Credit, Loans, Commercial Lending, Investments, Financial Risk
Education
Regis University 2008 — 2010
Masters in Business Administration, Masters Business Administration
Colorado State University 1996 — 2000
Business Administration, Finance
Fort Morgan 1992 — 1996
High School Diploma
Leadership Pikes Peak
Derek Galloway's Wells Fargo Financial Experience October 2000 - September 2001
Job Enrollment Advisor at Ashford University
Industry Education Management
Experience
Ashford University July 2008 - Present
CitiFinancial June 2002 - June 2008
Americredit October 2001 - June 2002
Wells Fargo Financial October 2000 - September 2001
Enterprise Car Sales February 1998 - October 2000
Enterprise Rent A Car February 1995 - February 1998
Dominos Pizza Inc 1990 - 1998
Education
Metropolitan State University 1993 — 1995
Clark Atlanta University 1988 — 1991
Ashford University July 2008 - Present
CitiFinancial June 2002 - June 2008
Americredit October 2001 - June 2002
Wells Fargo Financial October 2000 - September 2001
Enterprise Car Sales February 1998 - October 2000
Enterprise Rent A Car February 1995 - February 1998
Dominos Pizza Inc 1990 - 1998
Education
Metropolitan State University 1993 — 1995
Clark Atlanta University 1988 — 1991
Jim Owens, CFP®'s Wells Fargo Financial Experience January 2001 - January 2003
Job Senior Advisor at Integrity Capital
Industry Investment Management
Experience
Integrity Capital August 2015 - Present
BB&T June 2015 - August 2015
Bank of Kentucky April 2007 - June 2015
The Bank of Kentucky January 2007 - June 2015
Fifth Third Bank 2004 - 2007
Wells Fargo Financial January 2001 - January 2003
Skills
Small Business Lending, Commercial Banking, Loans, Credit, Retail Banking, Banking, Credit Analysis, Loan Origination, Risk Management, Financial Analysis, Credit Risk, Finance, Mutual Funds, Consumer Lending, Cash Management, Financial Risk, Series 63, Process Improvement, Cash Flow, Customer Service, Underwriting, Sales, Mortgage Lending, Cross Selling
Education
Centre College 1997 — 2001
Bachelor of Science, Psychology/Religion
Covington Holmes High School
Integrity Capital August 2015 - Present
BB&T June 2015 - August 2015
Bank of Kentucky April 2007 - June 2015
The Bank of Kentucky January 2007 - June 2015
Fifth Third Bank 2004 - 2007
Wells Fargo Financial January 2001 - January 2003
Skills
Small Business Lending, Commercial Banking, Loans, Credit, Retail Banking, Banking, Credit Analysis, Loan Origination, Risk Management, Financial Analysis, Credit Risk, Finance, Mutual Funds, Consumer Lending, Cash Management, Financial Risk, Series 63, Process Improvement, Cash Flow, Customer Service, Underwriting, Sales, Mortgage Lending, Cross Selling
Education
Centre College 1997 — 2001
Bachelor of Science, Psychology/Religion
Covington Holmes High School
Christine Mohrfeld's Wells Fargo Financial Experience January 2005 - July 2010
Job Business Process/Quality Manager at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage May 2014 - Present
Wells Fargo Home Mortgage July 2011 - Present
Wells Fargo Home Mortgage July 2010 - August 2012
Wells Fargo Home Mortgage 2011 - 2011
Wells Fargo Financial January 2005 - July 2010
Wells Fargo Financial January 2003 - January 2005
Skills
Business Requirements, SDLC, Disaster Recovery, Business Analysis, Visio, PMP, Requirements Gathering, Process Improvement, Project Portfolio..., PMO, SharePoint, Vendor Management, Software Documentation, Management, Business Process..., Project Management, Change Management, Business Process, Performance Management, Risk Management, Call Centers, Software Project..., Analysis, Requirements Analysis, Banking
Education
Coe College 1984 — 1988
BA, Business Administration & Sociology
Wells Fargo Home Mortgage May 2014 - Present
Wells Fargo Home Mortgage July 2011 - Present
Wells Fargo Home Mortgage July 2010 - August 2012
Wells Fargo Home Mortgage 2011 - 2011
Wells Fargo Financial January 2005 - July 2010
Wells Fargo Financial January 2003 - January 2005
Skills
Business Requirements, SDLC, Disaster Recovery, Business Analysis, Visio, PMP, Requirements Gathering, Process Improvement, Project Portfolio..., PMO, SharePoint, Vendor Management, Software Documentation, Management, Business Process..., Project Management, Change Management, Business Process, Performance Management, Risk Management, Call Centers, Software Project..., Analysis, Requirements Analysis, Banking
Education
Coe College 1984 — 1988
BA, Business Administration & Sociology
Hope Chaparro's Wells Fargo Financial Experience August 2004 - September 2005
Job Accounting Professional
Industry Environmental Services
Experience
Airgas 2011 - 2013
Airgas 2011 - 2013
Airgas November 2009 - August 2011
C-Tech Industries September 2005 - October 2008
Wells Fargo Financial August 2004 - September 2005
Skills
Sales, Credit Cards, Customer Service, Microsoft Word, Accounts Receivable, Credit, Microsoft Excel, Loans, Process Improvement
Education
Clark College
Airgas 2011 - 2013
Airgas 2011 - 2013
Airgas November 2009 - August 2011
C-Tech Industries September 2005 - October 2008
Wells Fargo Financial August 2004 - September 2005
Skills
Sales, Credit Cards, Customer Service, Microsoft Word, Accounts Receivable, Credit, Microsoft Excel, Loans, Process Improvement
Education
Clark College
Christina Jeffords's Wells Fargo Financial Experience September 2004 - July 2006
Job Professional Sales Representative at Publicis Touchpoint Solutions, Inc.
Industry Biotechnology
Experience
Publicis Touchpoint Solutions, Inc. July 2012 - Present
Southeastern Pathology Associates August 2010 - November 2011
Accountemps May 2010 - November 2010
Spectracell Laboratories January 2009 - September 2009
Spectrum Laboratory Network July 2006 - November 2008
Wells Fargo Financial September 2004 - July 2006
Wells Fargo Financial September 2004 - December 2005
Skills
Sales Presentations, Sales, Management, Sales Process, Account Management, Territory Analysis, Territory Management, Client Relationship..., Selling, CRM, Sales Force Development, Training, Sales Management, Sales Operations
Education
Clemson University 1999 — 2003
BA
Publicis Touchpoint Solutions, Inc. July 2012 - Present
Southeastern Pathology Associates August 2010 - November 2011
Accountemps May 2010 - November 2010
Spectracell Laboratories January 2009 - September 2009
Spectrum Laboratory Network July 2006 - November 2008
Wells Fargo Financial September 2004 - July 2006
Wells Fargo Financial September 2004 - December 2005
Skills
Sales Presentations, Sales, Management, Sales Process, Account Management, Territory Analysis, Territory Management, Client Relationship..., Selling, CRM, Sales Force Development, Training, Sales Management, Sales Operations
Education
Clemson University 1999 — 2003
BA
Suzi Hand's Wells Fargo Financial Experience February 1992 - March 1993
Job Executive Assistant
Industry Executive Office
Experience
Civic Education Washington State June 2010 - Present
1st Hand Mortgage, Inc. December 1997 - June 2010
Wells Fargo Financial February 1992 - March 1993
Boeing March 1991 - October 1991
Skills
Human Resources, Recruiting, Marketing, Outlook, Budgets, Nonprofits, Microsoft Word, QuickBooks, Microsoft Excel, Time Management
Education
Central Washington University 1982 — 1986
Bachelor of Science
Central Washington University 1982 — 1986
Bachelor's Degree
Civic Education Washington State June 2010 - Present
1st Hand Mortgage, Inc. December 1997 - June 2010
Wells Fargo Financial February 1992 - March 1993
Boeing March 1991 - October 1991
Skills
Human Resources, Recruiting, Marketing, Outlook, Budgets, Nonprofits, Microsoft Word, QuickBooks, Microsoft Excel, Time Management
Education
Central Washington University 1982 — 1986
Bachelor of Science
Central Washington University 1982 — 1986
Bachelor's Degree
Jonathan Kish's Wells Fargo Financial Experience June 2006 - May 2007
Job Analyst at Family Office
Industry Financial Services
Experience
Family Office March 2011 - Present
The Vanguard Group December 2009 - July 2011
The Vanguard Group November 2008 - December 2009
The Vanguard Group August 2008 - October 2008
The Vanguard Group June 2007 - October 2008
Wells Fargo Financial June 2006 - May 2007
Northwestern Mutual May 2005 - August 2005
Education
Clemson University 2002 — 2006
B.S., Management
Clemson University - College of Business and Behavioral Science 2002 — 2006
BS, Management
Family Office March 2011 - Present
The Vanguard Group December 2009 - July 2011
The Vanguard Group November 2008 - December 2009
The Vanguard Group August 2008 - October 2008
The Vanguard Group June 2007 - October 2008
Wells Fargo Financial June 2006 - May 2007
Northwestern Mutual May 2005 - August 2005
Education
Clemson University 2002 — 2006
B.S., Management
Clemson University - College of Business and Behavioral Science 2002 — 2006
BS, Management
Frank Saya's Wells Fargo Financial Experience January 2007 - March 2008
Job Reserve Account Executive with FedEx Services
Industry Transportation/Trucking/Railroad
Experience
FedEx Services June 2014 - Present
xpedx April 2012 - Present
North Jersey Media Group March 2008 - March 2012
Wells Fargo Financial January 2007 - March 2008
Better Brands Inc. January 2006 - December 2006
Skills
Advertising
Education
Coastal Carolina University 2002 — 2006
Bachelor of Science Business Administration, Marketing
FedEx Services June 2014 - Present
xpedx April 2012 - Present
North Jersey Media Group March 2008 - March 2012
Wells Fargo Financial January 2007 - March 2008
Better Brands Inc. January 2006 - December 2006
Skills
Advertising
Education
Coastal Carolina University 2002 — 2006
Bachelor of Science Business Administration, Marketing
Del Young's Wells Fargo Financial Experience July 2005 - March 2007
Job Branch Manager at Credit Union of Colorado
Industry Banking
Experience
Credit Union of Colorado May 2015 - Present
KeyBank May 2013 - May 2015
KeyBank October 2010 - May 2013
Wells Fargo March 2007 - October 2010
Wells Fargo Financial July 2005 - March 2007
Skills
Credit, Customer Retention, Lines Of Credit, Treasury Management, Merchant Services, Small Business, SBA, Branch Banking, Loans, Banking, Commercial Banking, Commercial Lending, Retail Banking, Small Business Lending, Home Equity Lines of...
Education
Colorado State University 2001 — 2005
Bachelors, Economics
Credit Union of Colorado May 2015 - Present
KeyBank May 2013 - May 2015
KeyBank October 2010 - May 2013
Wells Fargo March 2007 - October 2010
Wells Fargo Financial July 2005 - March 2007
Skills
Credit, Customer Retention, Lines Of Credit, Treasury Management, Merchant Services, Small Business, SBA, Branch Banking, Loans, Banking, Commercial Banking, Commercial Lending, Retail Banking, Small Business Lending, Home Equity Lines of...
Education
Colorado State University 2001 — 2005
Bachelors, Economics
Antonio (Tony) Harrison's Wells Fargo Financial Experience February 2002 - November 2006
Job Lending Officer Wells Fargo Consumer Financial Services
Industry Banking
Experience
Wells Fargo May 2015 - Present
Wells Fargo June 2013 - April 2015
Wells Fargo Bank September 2010 - May 2013
Wachovia December 2006 - September 2010
Wells Fargo Financial February 2002 - November 2006
Sears, Roebuck and Co. February 1997 - February 2002
Skills
Credit, Consumer Lending, Credit Analysis, Compliance, Customer Service, Loans, Underwriting, Home Equity Lines of..., Home Equity Loans, Risk Management, Change Management, Partner Development, Proactive Monitoring, Leading Change, Financial Risk, Subject Matter Experts, Partnering, Risk Assessment, Operational Risk, Training Facilitation, Leading Meetings, Credit Risk, Mortgage Lending, Portfolio Management, Banking, Financial Services, Mortgage Banking
Education
Clemson University 1995 — 1999
BS, Accounting
Wells Fargo May 2015 - Present
Wells Fargo June 2013 - April 2015
Wells Fargo Bank September 2010 - May 2013
Wachovia December 2006 - September 2010
Wells Fargo Financial February 2002 - November 2006
Sears, Roebuck and Co. February 1997 - February 2002
Skills
Credit, Consumer Lending, Credit Analysis, Compliance, Customer Service, Loans, Underwriting, Home Equity Lines of..., Home Equity Loans, Risk Management, Change Management, Partner Development, Proactive Monitoring, Leading Change, Financial Risk, Subject Matter Experts, Partnering, Risk Assessment, Operational Risk, Training Facilitation, Leading Meetings, Credit Risk, Mortgage Lending, Portfolio Management, Banking, Financial Services, Mortgage Banking
Education
Clemson University 1995 — 1999
BS, Accounting
Elena (Frankel) Cruz's Wells Fargo Financial Experience September 2004 - November 2008
Job Senior Recruiter at SterlingBackcheck
Industry Human Resources
Experience
SterlingBackcheck November 2013 - Present
Cypress HealthCare Management May 2009 - November 2011
Wells Fargo Financial September 2004 - November 2008
Axion October 2001 - January 2003
Vance Staffing Inc. December 1997 - October 2001
Skills
Talent Management, Team Building, Leadership, Risk Management, Recruiting, Resume Writing, Leadership Development, Healthcare, Interviews, Negotiation, Executive Search, Benefits Negotiation, Temporary Placement, Human Resources, Hiring, Finance, Management Consulting, Coaching, Contract Recruitment, Screening Resumes, Succession Planning, Account Management, Talent Acquisition, Staffing Services, Policy, Employee Benefits, Strategic Planning, HRIS, Technical Recruiting
Education
City University of New York-Hunter College
BA, Sociology
SterlingBackcheck November 2013 - Present
Cypress HealthCare Management May 2009 - November 2011
Wells Fargo Financial September 2004 - November 2008
Axion October 2001 - January 2003
Vance Staffing Inc. December 1997 - October 2001
Skills
Talent Management, Team Building, Leadership, Risk Management, Recruiting, Resume Writing, Leadership Development, Healthcare, Interviews, Negotiation, Executive Search, Benefits Negotiation, Temporary Placement, Human Resources, Hiring, Finance, Management Consulting, Coaching, Contract Recruitment, Screening Resumes, Succession Planning, Account Management, Talent Acquisition, Staffing Services, Policy, Employee Benefits, Strategic Planning, HRIS, Technical Recruiting
Education
City University of New York-Hunter College
BA, Sociology
Kelly Morren's Wells Fargo Financial Experience 1994 - 1999
Job Global Director Real Estate & Facilities
Industry Commercial Real Estate
Experience
ServiceSource 2012 - Present
Jones Lang LaSalle February 2011 - April 2012
Integrated Strategy March 2010 - May 2011
Sun Microsystems 1999 - 2010
Wells Fargo Financial 1994 - 1999
US Bank 1989 - 1994
Education
Colorado State University
B.S., Interior Architectural Design; Construction Management
University of Colorado Boulder - Leeds School of Business
CEDIR, Executive Management
ServiceSource 2012 - Present
Jones Lang LaSalle February 2011 - April 2012
Integrated Strategy March 2010 - May 2011
Sun Microsystems 1999 - 2010
Wells Fargo Financial 1994 - 1999
US Bank 1989 - 1994
Education
Colorado State University
B.S., Interior Architectural Design; Construction Management
University of Colorado Boulder - Leeds School of Business
CEDIR, Executive Management
Julie Porter's Wells Fargo Financial Experience September 2003 - November 2004
Job VP, Wealth Management Portfolio Manager/Underwriter at PNC
Industry Financial Services
Experience
PNC January 2013 - Present
PNC July 2010 - December 2012
PNC October 2008 - July 2010
National City Bank November 2006 - October 2008
National City Bank November 2004 - November 2006
Wells Fargo Financial September 2003 - November 2004
Wells Fargo Financial March 2002 - August 2003
Wells Fargo Financial May 2001 - February 2002
Skills
Credit Analysis, Loans, Credit, Commercial Banking, Banking, Underwriting, Commercial Lending, Portfolio Management, Credit Risk, Small Business Lending, Financial Analysis, Mortgage Lending, Relationship Management, Risk Management, Consumer Lending, Insurance, Financial Risk, Real Estate, Wealth Management, Equities, Analysis, Treasury Management, Retail Banking
Education
Cleveland State University 2005 — 2006
MBA, Management
Kent State University 1998 — 2001
BSBA, Marketing
Notre Dame-Cathedral Latin 1994 — 1998
PNC January 2013 - Present
PNC July 2010 - December 2012
PNC October 2008 - July 2010
National City Bank November 2006 - October 2008
National City Bank November 2004 - November 2006
Wells Fargo Financial September 2003 - November 2004
Wells Fargo Financial March 2002 - August 2003
Wells Fargo Financial May 2001 - February 2002
Skills
Credit Analysis, Loans, Credit, Commercial Banking, Banking, Underwriting, Commercial Lending, Portfolio Management, Credit Risk, Small Business Lending, Financial Analysis, Mortgage Lending, Relationship Management, Risk Management, Consumer Lending, Insurance, Financial Risk, Real Estate, Wealth Management, Equities, Analysis, Treasury Management, Retail Banking
Education
Cleveland State University 2005 — 2006
MBA, Management
Kent State University 1998 — 2001
BSBA, Marketing
Notre Dame-Cathedral Latin 1994 — 1998
Rajesh Namdev's Wells Fargo Financial Experience 2009 - October 2010
Job Big Data Consultant
Industry Financial Services
Experience
Facebook October 2014 - Present
Pacific Gas and Electric Company October 2013 - October 2014
Groupon April 2013 - October 2013
Bank of the West October 2010 - April 2013
Wells Fargo Financial 2009 - October 2010
Washington Mutual 2005 - 2009
Accenture September 2003 - August 2005
Providian Financial December 1999 - September 2003
Inteliant Inc March 1998 - December 1999
Skills
Credit Cards, Vendor Management, SDLC, Data Warehousing, Banking, onshore-offshore mgmt, SWIFT
Education
Indian Computer Academy in association with Harvard University 1993 — 1994
Post Graduate Diploma, Software Engineering
Coimbatore Institute of Technology 1988 — 1991
Bachelor of Sciences, Computer Science
Facebook October 2014 - Present
Pacific Gas and Electric Company October 2013 - October 2014
Groupon April 2013 - October 2013
Bank of the West October 2010 - April 2013
Wells Fargo Financial 2009 - October 2010
Washington Mutual 2005 - 2009
Accenture September 2003 - August 2005
Providian Financial December 1999 - September 2003
Inteliant Inc March 1998 - December 1999
Skills
Credit Cards, Vendor Management, SDLC, Data Warehousing, Banking, onshore-offshore mgmt, SWIFT
Education
Indian Computer Academy in association with Harvard University 1993 — 1994
Post Graduate Diploma, Software Engineering
Coimbatore Institute of Technology 1988 — 1991
Bachelor of Sciences, Computer Science
Kari Sonmore's Wells Fargo Financial Experience November 2000 - June 2005
Job Office Assistant at BWJP
Industry Nonprofit Organization Management
Experience
Battered Women's Justice Project July 2005 - Present
Wells Fargo Financial November 2000 - June 2005
Skills
Community Outreach, Non-profits, Event Planning, Program Development, Public Speaking, Nonprofits, Program Evaluation, Training, Fundraising, Social Media, Workshop Facilitation, Conflict Resolution, Grants, Grant Writing, Research, Social Services, Volunteer Management, Community Development, Policy, Policy Analysis, Leadership Development, Proposal Writing, Case Management, Leadership, Staff Development
Education
Metropolitan State University 2006 — 2010
Women's Studies
Century College 2000 — 2001
Associates in Arts, Psychology
Minnesota State University, Mankato 1997 — 1999
Psychology
Battered Women's Justice Project July 2005 - Present
Wells Fargo Financial November 2000 - June 2005
Skills
Community Outreach, Non-profits, Event Planning, Program Development, Public Speaking, Nonprofits, Program Evaluation, Training, Fundraising, Social Media, Workshop Facilitation, Conflict Resolution, Grants, Grant Writing, Research, Social Services, Volunteer Management, Community Development, Policy, Policy Analysis, Leadership Development, Proposal Writing, Case Management, Leadership, Staff Development
Education
Metropolitan State University 2006 — 2010
Women's Studies
Century College 2000 — 2001
Associates in Arts, Psychology
Minnesota State University, Mankato 1997 — 1999
Psychology
Robert O'Toole's Wells Fargo Financial Experience September 1996 - September 2002
Job District Manager at JM Family Enterprises
Industry Automotive
Experience
JM Family Enterprises October 2002 - Present
Wells Fargo Financial September 1996 - September 2002
Education
College of St. Benedict 1976 — 1981
JM Family Enterprises October 2002 - Present
Wells Fargo Financial September 1996 - September 2002
Education
College of St. Benedict 1976 — 1981
Edward Jablonski's Wells Fargo Financial Experience March 2002 - June 2004
Job National Pricing Associate at Fidelity National Financial
Industry Financial Services
Experience
Fidelity National Financial May 2014 - Present
BNY Mellon August 2010 - May 2014
Chicago Title Insurance Company June 2004 - July 2010
Wells Fargo Financial March 2002 - June 2004
McKesson Automation May 2001 - September 2001
Education
Point Park University 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Clarion University of Pennsylvania 1997 — 2001
BSBA, Marketing
Fidelity National Financial May 2014 - Present
BNY Mellon August 2010 - May 2014
Chicago Title Insurance Company June 2004 - July 2010
Wells Fargo Financial March 2002 - June 2004
McKesson Automation May 2001 - September 2001
Education
Point Park University 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Clarion University of Pennsylvania 1997 — 2001
BSBA, Marketing
Jon Peckron's Wells Fargo Financial Experience June 2007 - June 2008
Job Private Wealth Management
Industry Financial Services
Experience
Private Wealth Management LLC October 2013 - Present
Legacy Wealth Advisors, Inc July 2009 - September 2013
Wells Fargo Financial June 2007 - June 2008
Education
College for Financial Planning 2014 — 2016
CFP
Truman State University 2002 — 2006
B.S.
Private Wealth Management LLC October 2013 - Present
Legacy Wealth Advisors, Inc July 2009 - September 2013
Wells Fargo Financial June 2007 - June 2008
Education
College for Financial Planning 2014 — 2016
CFP
Truman State University 2002 — 2006
B.S.
Adam Hay's Wells Fargo Financial Experience May 2009 - July 2010
Job Account Manager at TEKsystems
Industry Staffing and Recruiting
Experience
TEKsystems June 2014 - Present
TEKsystems September 2013 - June 2014
TEKsystems June 2012 - September 2013
Centre College July 2010 - May 2012
Wells Fargo Financial May 2009 - July 2010
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, PowerPoint, Customer Service, Microsoft Word, Risk Management, Strategic Planning, Banking, Investments, Business Analysis, Analysis
Education
Centre College 2005 — 2009
Bachelor of Science (B.S.), Financial Economics
TEKsystems June 2014 - Present
TEKsystems September 2013 - June 2014
TEKsystems June 2012 - September 2013
Centre College July 2010 - May 2012
Wells Fargo Financial May 2009 - July 2010
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, PowerPoint, Customer Service, Microsoft Word, Risk Management, Strategic Planning, Banking, Investments, Business Analysis, Analysis
Education
Centre College 2005 — 2009
Bachelor of Science (B.S.), Financial Economics
Kyle Naughton's Wells Fargo Financial Experience December 2008 - November 2009
Job Trade Analyst at CMA CGM
Industry Transportation/Trucking/Railroad
Experience
CMA CGM September 2012 - Present
CMA CGM January 2011 - September 2012
Dunhill December 2009 - January 2011
Wells Fargo Financial December 2008 - November 2009
Express Valet LLC June 2005 - December 2008
UBS Financial Services May 2007 - August 2007
Skills
Customer Service, Microsoft Office, Social Media, Management, Marketing, Microsoft Excel, Public Speaking, Leadership, Sales
Education
Christopher Newport University 2003 — 2007
B.S, Business Administration; Marketing
CMA CGM September 2012 - Present
CMA CGM January 2011 - September 2012
Dunhill December 2009 - January 2011
Wells Fargo Financial December 2008 - November 2009
Express Valet LLC June 2005 - December 2008
UBS Financial Services May 2007 - August 2007
Skills
Customer Service, Microsoft Office, Social Media, Management, Marketing, Microsoft Excel, Public Speaking, Leadership, Sales
Education
Christopher Newport University 2003 — 2007
B.S, Business Administration; Marketing
Catherine Fitzpatrick's Wells Fargo Financial Experience August 2006 - February 2008
Job HR Analyst at King County, WA
Industry Human Resources
Experience
King County, WA August 2014 - Present
Housing Hope November 2013 - February 2014
Housing Hope August 2011 - July 2013
Todd Pacific Shipyards March 2010 - August 2011
Wells Fargo Financial August 2006 - February 2008
CINGULAR WIRELESS August 2005 - September 2006
STARBUCKS COFFEE March 2003 - September 2005
Skills
Internal Investigations, Interviews, Exit Interviews, FMLA, IT Operations, Recruiting, HRIS, Kronos, Kronos Timekeeping, MIP, Cyborg, Wellness, Executive..., Dictaphone, Union Experience, Labor Relations, Microsoft Word, Microsoft Excel, PowerPoint, Sales, Compliance, I-9 Compliance, OFCCP, Benefits Administration, Compensations, Technology, Report Writing, Employee Relations, Time Management, Coaching, Management, Customer Service, New Hire Orientations, Performance Management, Employee Engagement, Human Resources, Onboarding, Employee Benefits, Organizational..., Applicant Tracking..., Leadership Development, Employee Training, Legal Compliance, Talent Acquisition, Employee Handbooks, Workers Compensation, Training, Compensation, Job Descriptions, Nonprofits
Education
City University of Seattle 2006 — 2008
B.S., Business Administration, HR Management
Highline Community College 2001 — 2004
A.A., Spanish, Business, Psychology
King County, WA August 2014 - Present
Housing Hope November 2013 - February 2014
Housing Hope August 2011 - July 2013
Todd Pacific Shipyards March 2010 - August 2011
Wells Fargo Financial August 2006 - February 2008
CINGULAR WIRELESS August 2005 - September 2006
STARBUCKS COFFEE March 2003 - September 2005
Skills
Internal Investigations, Interviews, Exit Interviews, FMLA, IT Operations, Recruiting, HRIS, Kronos, Kronos Timekeeping, MIP, Cyborg, Wellness, Executive..., Dictaphone, Union Experience, Labor Relations, Microsoft Word, Microsoft Excel, PowerPoint, Sales, Compliance, I-9 Compliance, OFCCP, Benefits Administration, Compensations, Technology, Report Writing, Employee Relations, Time Management, Coaching, Management, Customer Service, New Hire Orientations, Performance Management, Employee Engagement, Human Resources, Onboarding, Employee Benefits, Organizational..., Applicant Tracking..., Leadership Development, Employee Training, Legal Compliance, Talent Acquisition, Employee Handbooks, Workers Compensation, Training, Compensation, Job Descriptions, Nonprofits
Education
City University of Seattle 2006 — 2008
B.S., Business Administration, HR Management
Highline Community College 2001 — 2004
A.A., Spanish, Business, Psychology
Andrew Morean's Wells Fargo Financial Experience March 1994 - August 2005
Job Operations Manager Residential Lending
Industry Real Estate
Experience
Brooker Financial Corp April 2008 - Present
Triton Financial August 2005 - March 2008
Wells Fargo Financial March 1994 - August 2005
Education
College of the Holy Cross 1989 — 1993
Bachelor of Arts, Economics
Walsh Jesuit High School 1984 — 1989
Brooker Financial Corp April 2008 - Present
Triton Financial August 2005 - March 2008
Wells Fargo Financial March 1994 - August 2005
Education
College of the Holy Cross 1989 — 1993
Bachelor of Arts, Economics
Walsh Jesuit High School 1984 — 1989
Jon Beem's Wells Fargo Financial Experience May 2008 - September 2008
Job Development Analyst at Intracorp Real Estate
Industry Real Estate
Experience
Intracorp Real Estate July 2014 - Present
Northwest Commercial Mortgage February 2012 - June 2014
Unico Properties LLC October 2011 - February 2012
Principal Financial Group July 2011 - November 2011
Principal Financial Group January 2011 - July 2011
Northwest Commercial Mortgage Company September 2008 - December 2010
Wells Fargo Financial May 2008 - September 2008
Skills
Real Estate, Investments, Investment Properties, Asset Managment, Valuation, Financial Analysis, Loans, CMBS, Mortgage Lending, Microsoft Excel, Underwriting, Real Estate Financing, Commercial Mortgages, Real Estate Economics, Disposition, Financial Modeling, Due Diligence, Customer Service, Portfolio Management, Property Management, Credit, Asset Management, Finance
Education
University of Washington 2012 — 2014
Master's of Science in Real Estate, Real Estate
University of Puget Sound 2004 — 2008
BA, Business, History
Charles University in Prague
Intracorp Real Estate July 2014 - Present
Northwest Commercial Mortgage February 2012 - June 2014
Unico Properties LLC October 2011 - February 2012
Principal Financial Group July 2011 - November 2011
Principal Financial Group January 2011 - July 2011
Northwest Commercial Mortgage Company September 2008 - December 2010
Wells Fargo Financial May 2008 - September 2008
Skills
Real Estate, Investments, Investment Properties, Asset Managment, Valuation, Financial Analysis, Loans, CMBS, Mortgage Lending, Microsoft Excel, Underwriting, Real Estate Financing, Commercial Mortgages, Real Estate Economics, Disposition, Financial Modeling, Due Diligence, Customer Service, Portfolio Management, Property Management, Credit, Asset Management, Finance
Education
University of Washington 2012 — 2014
Master's of Science in Real Estate, Real Estate
University of Puget Sound 2004 — 2008
BA, Business, History
Charles University in Prague
Zak Gordon's Wells Fargo Financial Experience February 2002 - July 2007
Job Regional Director of Operations at NextGear Capital
Industry Automotive
Experience
NextGear Capital June 2014 - Present
NextGear Capital February 2013 - Present
Dealer Services Corporation July 2007 - January 2013
Wells Fargo Financial February 2002 - July 2007
Skills
Consumer Lending, New Business Development, Credit, Inventory Management, Risk Management, Customer Relations, Consultative Selling, Team Building, Loans, Automotive, Customer Service, Selling, Customer Retention, Automobile, Vehicles, Profit, Leadership, Customer Satisfaction, Sales Management, Training, Retail, Account Management, Cold Calling, Portfolio Management, Sales, Sales Process, Sales Operations, Negotiation, Finance, B2B, Dealers, Business Development, Forecasting, Relationship Management, Operations Management, CRM, Management
Education
Coe College 1997 — 2001
BA, Business Administration, Managerial Accounting
NextGear Capital June 2014 - Present
NextGear Capital February 2013 - Present
Dealer Services Corporation July 2007 - January 2013
Wells Fargo Financial February 2002 - July 2007
Skills
Consumer Lending, New Business Development, Credit, Inventory Management, Risk Management, Customer Relations, Consultative Selling, Team Building, Loans, Automotive, Customer Service, Selling, Customer Retention, Automobile, Vehicles, Profit, Leadership, Customer Satisfaction, Sales Management, Training, Retail, Account Management, Cold Calling, Portfolio Management, Sales, Sales Process, Sales Operations, Negotiation, Finance, B2B, Dealers, Business Development, Forecasting, Relationship Management, Operations Management, CRM, Management
Education
Coe College 1997 — 2001
BA, Business Administration, Managerial Accounting
Caroline Borkat's Wells Fargo Financial Experience December 2003 - August 2008
Job Senior Account Manager at CareSouth Homecare Professionals
Industry Hospital & Health Care
Experience
CareSouth Homecare Professionals April 2011 - Present
CareSouth Homecare Professionals September 2008 - January 2011
Wells Fargo Financial December 2003 - August 2008
Skills
Cold Calling, Healthcare, Training, Home Care, Sales, Medicare, Marketing, Sales Process, Nursing, Managed Care, Loans, Hospitals
Education
College of Charleston 1993 — 1997
Bachelors Science - Media Communications
CareSouth Homecare Professionals April 2011 - Present
CareSouth Homecare Professionals September 2008 - January 2011
Wells Fargo Financial December 2003 - August 2008
Skills
Cold Calling, Healthcare, Training, Home Care, Sales, Medicare, Marketing, Sales Process, Nursing, Managed Care, Loans, Hospitals
Education
College of Charleston 1993 — 1997
Bachelors Science - Media Communications
Nate Washburn's Wells Fargo Financial Experience March 2004 - December 2005
Job Senior Loan Officer at Chase
Industry Real Estate
Experience
Chase May 2011 - Present
Fort Collins Ram Network September 2011 - Present
Peakview Management, LLC December 2004 - Present
CSU Young Alumni Association September 2010 - September 2011
Security Mortgage, Inc 2004 - May 2011
Wells Fargo Home Mortgage 2005 - 2008
Wells Fargo Financial March 2004 - December 2005
Education
Colorado State University 1998 — 2002
Bachelors, Finance
University of South Australia
Chase May 2011 - Present
Fort Collins Ram Network September 2011 - Present
Peakview Management, LLC December 2004 - Present
CSU Young Alumni Association September 2010 - September 2011
Security Mortgage, Inc 2004 - May 2011
Wells Fargo Home Mortgage 2005 - 2008
Wells Fargo Financial March 2004 - December 2005
Education
Colorado State University 1998 — 2002
Bachelors, Finance
University of South Australia
Caitlin Pyne's Wells Fargo Financial Experience October 2007 - January 2008
Job Assistant Public Defender at Conasauga Circuit Public Defender, Whitfield County
Industry Legal Services
Experience
Conasauga Circuit Public Defender, Whitfield County March 2013 - Present
Alaska Public Defender Agency May 2011 - August 2011
Athens Justice Project August 2010 - December 2010
Athens Public Defender Office May 2010 - July 2010
OfficeTeam January 2008 - March 2009
National Alliance on Mental June 2008 - September 2008
Wells Fargo Financial October 2007 - January 2008
Vagina Monologues February 2006 - March 2006
Skills
Trials, Fundraising, Legal Writing, Legal Research, Westlaw, Criminal Defense, Litigation, Criminal Law, Research, Lexis, Courts, Document Drafting
Education
University of Georgia School of Law 2009 — 2012
Juris Doctor, 5/2012
Colorado College 2002 — 2006
Bachelor of Arts, English, Creative Writing, Poetry
Conasauga Circuit Public Defender, Whitfield County March 2013 - Present
Alaska Public Defender Agency May 2011 - August 2011
Athens Justice Project August 2010 - December 2010
Athens Public Defender Office May 2010 - July 2010
OfficeTeam January 2008 - March 2009
National Alliance on Mental June 2008 - September 2008
Wells Fargo Financial October 2007 - January 2008
Vagina Monologues February 2006 - March 2006
Skills
Trials, Fundraising, Legal Writing, Legal Research, Westlaw, Criminal Defense, Litigation, Criminal Law, Research, Lexis, Courts, Document Drafting
Education
University of Georgia School of Law 2009 — 2012
Juris Doctor, 5/2012
Colorado College 2002 — 2006
Bachelor of Arts, English, Creative Writing, Poetry
David Holte's Wells Fargo Financial Experience August 2006 - January 2008
Job Covidien clinical educator
Industry Medical Devices
Experience
Covidien/Medtronic May 2014 - Present
Swedish Medical Center November 2013 - Present
Apria Healthcare October 2012 - November 2013
Senior Helpers December 2010 - August 2012
Bank of America March 2009 - June 2010
FedEx Services February 2009 - July 2009
Triple S Construction November 2008 - July 2009
Wells Fargo Financial August 2006 - January 2008
Education
Pima Medical Institute-Denver 2010 — 2012
Associate's degree, Respiratory Care Therapy/Therapist
Colorado State University 2001 — 2005
Communications, Public speaking
Covidien/Medtronic May 2014 - Present
Swedish Medical Center November 2013 - Present
Apria Healthcare October 2012 - November 2013
Senior Helpers December 2010 - August 2012
Bank of America March 2009 - June 2010
FedEx Services February 2009 - July 2009
Triple S Construction November 2008 - July 2009
Wells Fargo Financial August 2006 - January 2008
Education
Pima Medical Institute-Denver 2010 — 2012
Associate's degree, Respiratory Care Therapy/Therapist
Colorado State University 2001 — 2005
Communications, Public speaking
Cassandra Gaffney's Wells Fargo Financial Experience January 2008 - June 2008
Job Policy Associate
Industry Government Relations
Experience
Advocacy & Communication Solutions, LLC October 2012 - Present
LNE Group October 2011 - May 2012
Ohio Center for the Advancement of Women in Public Service April 2010 - May 2011
Outreach & Business Center November 2009 - April 2010
Wells Fargo Financial January 2008 - June 2008
U.S. Congressional (Ohio) January 2006 - June 2006
U.S. Congressional (Ohio) June 2005 - September 2005
Skills
Non-profits, Fundraising, Economic Development, Community Outreach, Public Speaking, Research, Event Planning, Policy, Grants, Public Policy, Government, Social Media, Program Development, Microsoft Office, Volunteer Management, Strategic Planning, PowerPoint, Nonprofits, Political Campaigns, Public Relations
Education
Cleveland State University 2009 — 2011
Master, Urban Planning, Design, and Development
Muskingum College 2004 — 2007
Bachelor of Arts, Political Science
Advocacy & Communication Solutions, LLC October 2012 - Present
LNE Group October 2011 - May 2012
Ohio Center for the Advancement of Women in Public Service April 2010 - May 2011
Outreach & Business Center November 2009 - April 2010
Wells Fargo Financial January 2008 - June 2008
U.S. Congressional (Ohio) January 2006 - June 2006
U.S. Congressional (Ohio) June 2005 - September 2005
Skills
Non-profits, Fundraising, Economic Development, Community Outreach, Public Speaking, Research, Event Planning, Policy, Grants, Public Policy, Government, Social Media, Program Development, Microsoft Office, Volunteer Management, Strategic Planning, PowerPoint, Nonprofits, Political Campaigns, Public Relations
Education
Cleveland State University 2009 — 2011
Master, Urban Planning, Design, and Development
Muskingum College 2004 — 2007
Bachelor of Arts, Political Science
Chris Gregoire's Wells Fargo Financial Experience June 2008 - September 2010
Job Lock Desk Technician at Atlantic Bay Mortgage Group
Industry Financial Services
Experience
Atlantic Bay Mortgage Group June 2012 - Present
Wells Fargo September 2010 - Present
Wells Fargo Financial June 2008 - September 2010
Wachovia Bank/Wells Fargo Financial June 2008 - September 2010
Snow & Associates, Inc August 2007 - June 2008
Christopher Newport University Athletics August 2006 - May 2007
Bertucci's Italian Restaurant June 2005 - January 2006
Target Corporation August 2000 - May 2005
Skills
Credit, Insurance, Customer Service, Excel, PowerPoint, Marketing Strategy, Marketing Research, Marketing Communications
Education
Christopher Newport University (Luter School of Business) 2004 — 2007
Bachelors of Science, Business Administration - Marketing
Christopher Newport University 2002 — 2007
BSBA, Business Administration, Marketing
Atlantic Bay Mortgage Group June 2012 - Present
Wells Fargo September 2010 - Present
Wells Fargo Financial June 2008 - September 2010
Wachovia Bank/Wells Fargo Financial June 2008 - September 2010
Snow & Associates, Inc August 2007 - June 2008
Christopher Newport University Athletics August 2006 - May 2007
Bertucci's Italian Restaurant June 2005 - January 2006
Target Corporation August 2000 - May 2005
Skills
Credit, Insurance, Customer Service, Excel, PowerPoint, Marketing Strategy, Marketing Research, Marketing Communications
Education
Christopher Newport University (Luter School of Business) 2004 — 2007
Bachelors of Science, Business Administration - Marketing
Christopher Newport University 2002 — 2007
BSBA, Business Administration, Marketing
Douglas Richter, CPA's Wells Fargo Financial Experience April 2011 - February 2013
Job Accountant for Wells Fargo Financial Oversight Monitoring & Controls
Industry Accounting
Experience
Wells Fargo March 2013 - Present
Wells Fargo Financial April 2011 - February 2013
KPMG October 2010 - April 2011
Goodrich May 2010 - September 2010
SPX Corporation February 2010 - May 2010
Price Waterhouse Coopers January 2007 - December 2009
Skills
Accounting, Finance, Financial Analysis, Financial Reporting, International Tax, Management, Recruiting, Process Improvement, Sarbanes-Oxley Act, Tax, Tax Accounting, Tax Returns
Education
Clemson University - College of Business and Behavioral Science 2004 — 2006
MBA, Business Administration
Wells Fargo March 2013 - Present
Wells Fargo Financial April 2011 - February 2013
KPMG October 2010 - April 2011
Goodrich May 2010 - September 2010
SPX Corporation February 2010 - May 2010
Price Waterhouse Coopers January 2007 - December 2009
Skills
Accounting, Finance, Financial Analysis, Financial Reporting, International Tax, Management, Recruiting, Process Improvement, Sarbanes-Oxley Act, Tax, Tax Accounting, Tax Returns
Education
Clemson University - College of Business and Behavioral Science 2004 — 2006
MBA, Business Administration
Chase Porter's Wells Fargo Financial Experience May 2010 - December 2010
Job Private Advisor at BB&T
Industry Financial Services
Experience
BB&T September 2015 - Present
JPMorgan Chase September 2013 - September 2015
JPMorgan Chase September 2010 - September 2013
Wells Fargo Financial May 2010 - December 2010
Education
Centre College 2006 — 2010
Bachelars of Science, Financial Economics
BB&T September 2015 - Present
JPMorgan Chase September 2013 - September 2015
JPMorgan Chase September 2010 - September 2013
Wells Fargo Financial May 2010 - December 2010
Education
Centre College 2006 — 2010
Bachelars of Science, Financial Economics
Brian Rankin's Wells Fargo Financial Experience October 2009 - September 2010
Job ConsultingLead Analyst at Aon
Industry Management Consulting
Experience
Aon March 2013 - Present
Aon May 2011 - March 2013
Wells Fargo Financial October 2009 - September 2010
Realty One May 2008 - August 2008
Education
Gannon University 2005 — 2009
B.S. Business Admin, Finance, General
Cleveland State University 2012 — 2014
MBA, Business Administration and Management, General
Aon March 2013 - Present
Aon May 2011 - March 2013
Wells Fargo Financial October 2009 - September 2010
Realty One May 2008 - August 2008
Education
Gannon University 2005 — 2009
B.S. Business Admin, Finance, General
Cleveland State University 2012 — 2014
MBA, Business Administration and Management, General
Nou Yang's Wells Fargo Financial Experience June 2010 - August 2010
Job Consumer Loan Underwriter
Industry Financial Services
Experience
Wells Fargo Home Mortgage April 2012 - Present
Wells Fargo Home Mortgage March 2011 - April 2012
Wells Fargo Home Mortgage October 2010 - March 2011
Wells Fargo Financial June 2010 - August 2010
Community Credit Union June 2003 - August 2005
Skills
Loss Mitigation, Mortgage Servicing, Mortgage Lending, Mortgage Banking, Loans, FHA, Credit, Underwriting, Credit Analysis, Banking, Financial Analysis, Risk Management, Finance, Business Analysis, Process Improvement
Education
Chulalongkorn Mahawitthayalai 2010 — 2010
Bachelor of Business Administration (BBA), International Business
Univeristy of Wisconsin 2005 — 2010
Bachelor of Business Administration (B.B.A.), International Business & Human Resource Management
Ehwa Womans University 2007 — 2008
Bachelor of Business Administration (B.B.A.), International Business & Korean Language
Wells Fargo Home Mortgage April 2012 - Present
Wells Fargo Home Mortgage March 2011 - April 2012
Wells Fargo Home Mortgage October 2010 - March 2011
Wells Fargo Financial June 2010 - August 2010
Community Credit Union June 2003 - August 2005
Skills
Loss Mitigation, Mortgage Servicing, Mortgage Lending, Mortgage Banking, Loans, FHA, Credit, Underwriting, Credit Analysis, Banking, Financial Analysis, Risk Management, Finance, Business Analysis, Process Improvement
Education
Chulalongkorn Mahawitthayalai 2010 — 2010
Bachelor of Business Administration (BBA), International Business
Univeristy of Wisconsin 2005 — 2010
Bachelor of Business Administration (B.B.A.), International Business & Human Resource Management
Ehwa Womans University 2007 — 2008
Bachelor of Business Administration (B.B.A.), International Business & Korean Language
Chad Driscoll's Wells Fargo Financial Experience 2003 - 2005
Job Branch Manager at US Bank
Industry Banking
Experience
US Bank July 2001 - Present
Wells Fargo Financial 2003 - 2005
Skills
Financial Analysis
Education
Coe College 1998 — 2001
Bachelor of Arts (BA), Business Administration and Management, General
US Bank July 2001 - Present
Wells Fargo Financial 2003 - 2005
Skills
Financial Analysis
Education
Coe College 1998 — 2001
Bachelor of Arts (BA), Business Administration and Management, General
Thomas Roque Jr. MBA's Wells Fargo Financial Experience August 2004 - September 2006
Job Physician Office Sales Rep at Medline Industries, Inc.
Industry Medical Devices
Experience
Medline Industries, Inc. August 2015 - Present
Mame's Cane River Meat Pies LLC January 2012 - Present
Roque Bros. Farm LLC January 2004 - Present
Louisiana Housing Alliance November 2013 - March 2014
USDA NASS September 2012 - November 2013
First Federal Bank of Louisiana February 2011 - January 2012
Capital One Bank September 2006 - March 2011
Wells Fargo Financial August 2004 - September 2006
Skills
Financial Analysis, Credit, Strategic Planning, Commercial Lending, Loans, Grants, Risk Management, Community Development, Financial Modeling, Finance, Leadership, Sales, Credit Analysis, Budgets, Banking, Relationship Management, Business Development, Strategy, Business Strategy, Management, Analysis, Process Improvement, Mergers & Acquisitions
Education
Clark Atlanta University 2001 — 2004
Business, Management
Southern University
Master of Business Administration (M.B.A.), Entrepreneurship, 3.5 GPA
Medline Industries, Inc. August 2015 - Present
Mame's Cane River Meat Pies LLC January 2012 - Present
Roque Bros. Farm LLC January 2004 - Present
Louisiana Housing Alliance November 2013 - March 2014
USDA NASS September 2012 - November 2013
First Federal Bank of Louisiana February 2011 - January 2012
Capital One Bank September 2006 - March 2011
Wells Fargo Financial August 2004 - September 2006
Skills
Financial Analysis, Credit, Strategic Planning, Commercial Lending, Loans, Grants, Risk Management, Community Development, Financial Modeling, Finance, Leadership, Sales, Credit Analysis, Budgets, Banking, Relationship Management, Business Development, Strategy, Business Strategy, Management, Analysis, Process Improvement, Mergers & Acquisitions
Education
Clark Atlanta University 2001 — 2004
Business, Management
Southern University
Master of Business Administration (M.B.A.), Entrepreneurship, 3.5 GPA
Justin Sogge's Wells Fargo Financial Experience May 2008 - April 2009
Job Collateral Analyst 2 at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance January 2015 - Present
JDS Photography, LLC May 2005 - Present
Wells Fargo April 2011 - January 2015
Wells Fargo Bank April 2009 - April 2011
Wells Fargo Financial May 2008 - April 2009
Skills
Loans, Analysis, Customer Service, Retail Banking, Business Development, Insurance, Due Diligence
Education
Colorado State University 2004 — 2008
Bachelor of Science, Business Administration; Business Management
Wells Fargo Capital Finance January 2015 - Present
JDS Photography, LLC May 2005 - Present
Wells Fargo April 2011 - January 2015
Wells Fargo Bank April 2009 - April 2011
Wells Fargo Financial May 2008 - April 2009
Skills
Loans, Analysis, Customer Service, Retail Banking, Business Development, Insurance, Due Diligence
Education
Colorado State University 2004 — 2008
Bachelor of Science, Business Administration; Business Management
Aaron Arndt's Wells Fargo Financial Experience June 2010 - October 2010
Job Professional Services Consultant, Associate at ACTIVE Network
Industry Recreational Facilities and Services
Experience
ACTIVE Network March 2014 - Present
Wright State University February 2013 - August 2013
University of Louisville August 2011 - January 2013
15th Annual SPAD Golf Classic January 2012 - May 2012
Kentucky Sports Authority May 2011 - November 2011
First Residential Mortgage October 2010 - May 2011
Wells Fargo Financial June 2010 - October 2010
Skills
Team Management, Team Building, Advertising, Sponsorship, Sales
Education
University of Louisville 2011 — 2012
Master's degree, Sports Administration, 3.9
Centre College 2006 — 2010
Bachelor of Arts, Economics, 3.0
ACTIVE Network March 2014 - Present
Wright State University February 2013 - August 2013
University of Louisville August 2011 - January 2013
15th Annual SPAD Golf Classic January 2012 - May 2012
Kentucky Sports Authority May 2011 - November 2011
First Residential Mortgage October 2010 - May 2011
Wells Fargo Financial June 2010 - October 2010
Skills
Team Management, Team Building, Advertising, Sponsorship, Sales
Education
University of Louisville 2011 — 2012
Master's degree, Sports Administration, 3.9
Centre College 2006 — 2010
Bachelor of Arts, Economics, 3.0
Grant Conliffe's Wells Fargo Financial Experience May 2010 - October 2010
Job Recent Graduate
Industry Accounting
Experience
Centre College August 2010 - Present
Wells Fargo Financial May 2010 - October 2010
Education
Centre College 2006 — 2010
B.S., Mathematics
Centre College August 2010 - Present
Wells Fargo Financial May 2010 - October 2010
Education
Centre College 2006 — 2010
B.S., Mathematics
Steven Sachs's Wells Fargo Financial Experience July 2001 - July 2010
Job Mortgage Loan Processing Supervisor at SunTrust Mortgage
Industry Real Estate
Experience
SunTrust Mortgage October 2014 - Present
Bank of America February 2012 - October 2014
Tenacity Mortgage July 2010 - February 2012
Wells Fargo Financial July 2001 - July 2010
Skills
Mortgage Lending, Refinance, Reverse Mortgages, Construction Loans, Training, Management, FHA, Loans, Mortgage Banking, Loan Origination, Real Estate, First Time Home Buyers, Investment Properties, Credit, Residential Mortgages, Mortgage Marketing, USDA, Sales, Underwriting, Residential Homes
Education
Christopher Newport University 1996 — 2000
BS, Finance
SunTrust Mortgage October 2014 - Present
Bank of America February 2012 - October 2014
Tenacity Mortgage July 2010 - February 2012
Wells Fargo Financial July 2001 - July 2010
Skills
Mortgage Lending, Refinance, Reverse Mortgages, Construction Loans, Training, Management, FHA, Loans, Mortgage Banking, Loan Origination, Real Estate, First Time Home Buyers, Investment Properties, Credit, Residential Mortgages, Mortgage Marketing, USDA, Sales, Underwriting, Residential Homes
Education
Christopher Newport University 1996 — 2000
BS, Finance
Joseph Ghobrial's Wells Fargo Financial Experience October 2008 - November 2010
Job Hospital & Health Care Professional
Industry Hospital & Health Care
Experience
Salem Fire & EMS December 2014 - Present
HealthEast April 2014 - November 2014
HealthEast September 2012 - April 2014
Salem Volunteer Rescue Squad December 2010 - June 2011
Wells Fargo Financial October 2008 - November 2010
Merchant Processing LLC April 2008 - October 2008
Towne Park Ltd March 2005 - April 2008
Skills
Cpr Certified, AED Certified, Customer Service, Forecasting, AED, Leadership, Management, Process Scheduler, Public Speaking
Education
Century College 2013 — 2014
Associate of Arts and Sciences (A.A.S.), Paramedic
National College 2010 — 2011
Emergency Medical Technician, EMS
Roanoke College 2000 — 2004
Bachelors, Business Administration; Healthcare Administration
Salem Fire & EMS December 2014 - Present
HealthEast April 2014 - November 2014
HealthEast September 2012 - April 2014
Salem Volunteer Rescue Squad December 2010 - June 2011
Wells Fargo Financial October 2008 - November 2010
Merchant Processing LLC April 2008 - October 2008
Towne Park Ltd March 2005 - April 2008
Skills
Cpr Certified, AED Certified, Customer Service, Forecasting, AED, Leadership, Management, Process Scheduler, Public Speaking
Education
Century College 2013 — 2014
Associate of Arts and Sciences (A.A.S.), Paramedic
National College 2010 — 2011
Emergency Medical Technician, EMS
Roanoke College 2000 — 2004
Bachelors, Business Administration; Healthcare Administration
Jason Focht's Wells Fargo Financial Experience February 1997 - February 2002
Job Owner, PAR Properties, LLC
Industry Construction
Experience
PAR Properties, LLC September 2007 - Present
Chugach Enterprises June 2003 - December 2012
Wells Fargo Financial February 1997 - February 2002
Skills
Project Management, Construction Management, Property Management, Construction, Residential Homes, Small Business, New Business Development, Entrepreneurship, Contract Negotiation, Investment Properties, Bookkeeping, Loans, QuickBooks
Education
University of Florida 1995 — 1996
Bachelor of Science (BS), Business Administration and Finance
College of Central Florida 1991 — 2004
Associate's degree, Business Administration and Management, General
Johnson and Wales University 1988 — 1990
Associate's degree, Culinary Arts/Chef Training
PAR Properties, LLC September 2007 - Present
Chugach Enterprises June 2003 - December 2012
Wells Fargo Financial February 1997 - February 2002
Skills
Project Management, Construction Management, Property Management, Construction, Residential Homes, Small Business, New Business Development, Entrepreneurship, Contract Negotiation, Investment Properties, Bookkeeping, Loans, QuickBooks
Education
University of Florida 1995 — 1996
Bachelor of Science (BS), Business Administration and Finance
College of Central Florida 1991 — 2004
Associate's degree, Business Administration and Management, General
Johnson and Wales University 1988 — 1990
Associate's degree, Culinary Arts/Chef Training
Cavena Vasagam's Wells Fargo Financial Experience January 2008 - May 2008
Job Office Assistant
Industry Financial Services
Experience
Share July 2014 - December 2014
Clark College May 2013 - August 2013
R.S Medical November 2010 - June 2011
JCPenney November 2009 - December 2009
Wells Fargo Financial January 2008 - May 2008
Macy's November 2007 - January 2008
Standard Insurance Company June 1996 - September 2007
Skills
Customer Service, Spreadsheets, Outlook, Data Entry, Deferred Compensation, Disability Insurance, Microsoft Office, Microsoft Excel, Time Management, Access, PowerPoint, Microsoft Word, Teamwork
Education
Clark College 2012 — 2014
Associate's degree, Business/Office Automation/Technology/Data Entry, 3.13
Clark College 2012 — 2013
Office Assistant Certificate, General Office Occupations and Clerical Services
Share July 2014 - December 2014
Clark College May 2013 - August 2013
R.S Medical November 2010 - June 2011
JCPenney November 2009 - December 2009
Wells Fargo Financial January 2008 - May 2008
Macy's November 2007 - January 2008
Standard Insurance Company June 1996 - September 2007
Skills
Customer Service, Spreadsheets, Outlook, Data Entry, Deferred Compensation, Disability Insurance, Microsoft Office, Microsoft Excel, Time Management, Access, PowerPoint, Microsoft Word, Teamwork
Education
Clark College 2012 — 2014
Associate's degree, Business/Office Automation/Technology/Data Entry, 3.13
Clark College 2012 — 2013
Office Assistant Certificate, General Office Occupations and Clerical Services
Luke Adkins's Wells Fargo Financial Experience August 2006 - August 2008
Job at
Industry Financial Services
Experience
PNC March 2014 - Present
PNC January 2013 - March 2014
PNC Financial Services November 2009 - December 2012
National City Bank August 2008 - November 2009
Wells Fargo Financial August 2006 - August 2008
Frontier League Independent Professional Baseball May 2005 - July 2006
Skills
Banking, Credit, Portfolio Management, Basel II
Education
Cleveland State University 2011 — 2012
Master of Business Administration (MBA), Concentration of Finance
John Carroll University 2000 — 2004
BSBA, Finance, Economics
PNC March 2014 - Present
PNC January 2013 - March 2014
PNC Financial Services November 2009 - December 2012
National City Bank August 2008 - November 2009
Wells Fargo Financial August 2006 - August 2008
Frontier League Independent Professional Baseball May 2005 - July 2006
Skills
Banking, Credit, Portfolio Management, Basel II
Education
Cleveland State University 2011 — 2012
Master of Business Administration (MBA), Concentration of Finance
John Carroll University 2000 — 2004
BSBA, Finance, Economics
Jacqueline Rataj's Wells Fargo Financial Experience December 2009 - Present
Job personal banker at Wells Fargo Financial
Industry Financial Services
Experience
Wells Fargo Financial December 2009 - Present
Wells Fargo Bank December 2009 - Present
Bank of America May 2008 - February 2009
Bank of America September 2001 - February 2009
Bank of America July 2007 - April 2008
Bank of America September 2006 - June 2007
Bank of America September 2001 - August 2006
title loans January 1999 - December 1999
Skills
Detail Orientation, Bilingual, Problem Solving
Education
College of Southern Nevada 1998 — 2000
Business Managment
Community college of Southern Nevada 1998 — 2000
Business Management Business Communication
College Administration 1982 — 1986
Bachelor, Tourism Business Administration
tourism Management, Mexico
Bachelor, Administration
Wells Fargo Financial December 2009 - Present
Wells Fargo Bank December 2009 - Present
Bank of America May 2008 - February 2009
Bank of America September 2001 - February 2009
Bank of America July 2007 - April 2008
Bank of America September 2006 - June 2007
Bank of America September 2001 - August 2006
title loans January 1999 - December 1999
Skills
Detail Orientation, Bilingual, Problem Solving
Education
College of Southern Nevada 1998 — 2000
Business Managment
Community college of Southern Nevada 1998 — 2000
Business Management Business Communication
College Administration 1982 — 1986
Bachelor, Tourism Business Administration
tourism Management, Mexico
Bachelor, Administration
Susan M. Paeper's Wells Fargo Financial Experience April 1996 - November 2009
Job Programmer Intern at SHAZAM Network ITS, Inc.
Industry Computer Software
Experience
SHAZAM Network - ITS, Inc. January 2015 - Present
Des Moines Area Community College May 2010 - Present
Wells Fargo Financial April 1996 - November 2009
Systemed Pharmacy Inc. March 1988 - March 1996
Skills
COBOL, HTML, CSS, JavaScript, PHP, Dreamweaver, Oracle SQL, SQL*Plus, PL/SQL, Java, Visual Basic, Visual C#, C++, Visual Studio, NetBeans, MS Office Suite, Easytrieve, JCL, VSAM, Photoshop, Adobe Fireworks, Web Development, jQuery
Education
Des Moines Area Community College 2012 — 2016
Associate’s Degree, Web Development
Des Moines Area Community College 2010 — 2011
Certificate, Computer Languages/Database Specialist
Coe College
Bachelor of Arts, Computer Science
SHAZAM Network - ITS, Inc. January 2015 - Present
Des Moines Area Community College May 2010 - Present
Wells Fargo Financial April 1996 - November 2009
Systemed Pharmacy Inc. March 1988 - March 1996
Skills
COBOL, HTML, CSS, JavaScript, PHP, Dreamweaver, Oracle SQL, SQL*Plus, PL/SQL, Java, Visual Basic, Visual C#, C++, Visual Studio, NetBeans, MS Office Suite, Easytrieve, JCL, VSAM, Photoshop, Adobe Fireworks, Web Development, jQuery
Education
Des Moines Area Community College 2012 — 2016
Associate’s Degree, Web Development
Des Moines Area Community College 2010 — 2011
Certificate, Computer Languages/Database Specialist
Coe College
Bachelor of Arts, Computer Science
Diana Davidson, Diana@DRDavidsonGroup.com's Wells Fargo Financial Experience September 1989 - March 2009
Job Executive RecruiterNursing
Industry Staffing and Recruiting
Experience
DR Davidson Group April 2009 - Present
Wells Fargo Financial September 1989 - March 2009
Education
Hunter College
BS, Chemistry/Biology
DR Davidson Group April 2009 - Present
Wells Fargo Financial September 1989 - March 2009
Education
Hunter College
BS, Chemistry/Biology
Lori Rudkin's Wells Fargo Financial Experience July 2007 - May 2010
Job Student at Heald College
Industry Medical Practice
Experience
Wells Fargo Financial July 2007 - May 2010
Banfield Pet Hospital November 2000 - July 2007
Education
Heald College 2010 — 2012
aas, Medical Assisting
Clark College 2008 — 2008
Nursing
Wells Fargo Financial July 2007 - May 2010
Banfield Pet Hospital November 2000 - July 2007
Education
Heald College 2010 — 2012
aas, Medical Assisting
Clark College 2008 — 2008
Nursing
Cameron Hybels's Wells Fargo Financial Experience May 2006 - December 2007
Job National Sales Manager at Iowa Spring Manufacturing & Sales
Industry Warehousing
Experience
Iowa Spring Manufacturing & Sales April 2013 - Present
Chicago Tube & Iron March 2010 - April 2013
Iowa Spring Manufacturing & Sales December 2007 - March 2010
Wells Fargo Financial May 2006 - December 2007
Skills
Sales, Customer Service, Account Management, New Business Development, Sales Management, Contract Negotiation, Team Building, Negotiation, Strategic Planning, Marketing, Teamwork, Event Planning, Supply Chain, Recruiting, Management, People-oriented, Collaborative Problem...
Education
Colorado State University 1997 — 1999
Bachelor of Science (BS), Commercial Recreation and Tourism
Southern Illinois University, Carbondale 1996 — 1997
None
Iowa Spring Manufacturing & Sales April 2013 - Present
Chicago Tube & Iron March 2010 - April 2013
Iowa Spring Manufacturing & Sales December 2007 - March 2010
Wells Fargo Financial May 2006 - December 2007
Skills
Sales, Customer Service, Account Management, New Business Development, Sales Management, Contract Negotiation, Team Building, Negotiation, Strategic Planning, Marketing, Teamwork, Event Planning, Supply Chain, Recruiting, Management, People-oriented, Collaborative Problem...
Education
Colorado State University 1997 — 1999
Bachelor of Science (BS), Commercial Recreation and Tourism
Southern Illinois University, Carbondale 1996 — 1997
None
Brian Spensley's Wells Fargo Financial Experience August 2001 - September 2009
Job Vice President & Lending Manager at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage October 2009 - Present
Wells Fargo Financial August 2001 - September 2009
Wells Fargo Financial March 1998 - July 2002
Skills
Mortgage Underwriting, Consumer Lending, Loan Origination, Mortgage Servicing, Mortgage Lending, Credit Analysis, Loan Servicing, Credit Risk, Relationship Management, Litigation Support, Foreclosures, Short Sales, Risk Management, Bankruptcy, Internal Audit, REO, Operational Risk, Leadership Development, Strategic Leadership
Education
Coe College 1986 — 1990
Bachlor of Arts Degree, Business Administration and Management, General
Wells Fargo Home Mortgage October 2009 - Present
Wells Fargo Financial August 2001 - September 2009
Wells Fargo Financial March 1998 - July 2002
Skills
Mortgage Underwriting, Consumer Lending, Loan Origination, Mortgage Servicing, Mortgage Lending, Credit Analysis, Loan Servicing, Credit Risk, Relationship Management, Litigation Support, Foreclosures, Short Sales, Risk Management, Bankruptcy, Internal Audit, REO, Operational Risk, Leadership Development, Strategic Leadership
Education
Coe College 1986 — 1990
Bachlor of Arts Degree, Business Administration and Management, General