Wells Fargo HSBC Trade Bank
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Wells Fargo HSBC Trade Bank Employees
Employee
Years
Job
Industry
Pia Corder Pia Corder's Wells Fargo HSBC Trade Bank Experience January 2001 - January 2010
Job International Operational Risk Consultant at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Bank, N.A. September 2013 - Present
Wells Fargo Bank, N.A. June 2010 - August 2013
Wells Fargo HSBC Trade Bank January 2001 - January 2010
Wells Fargo HSBC Trade Bank January 1996 - January 2001
Wells Fargo Bank January 1988 - January 1996
Hokkaido Takushoku Bank, LTD January 1987 - January 1988
Korea Trade Center January 1984 - January 1987
Skills
International Trade, Project Management, Management, People-oriented, Spanish, Banking, Business Development, Leadership, Risk Management, Credit, Analysis, Loans, Financial Risk, Financial Services, Trading
Education
California State University-Los Angeles 1981 — 1986
Bachelor of Science (BS), Business Administration/International Business
Wells Fargo Bank, N.A. September 2013 - Present
Wells Fargo Bank, N.A. June 2010 - August 2013
Wells Fargo HSBC Trade Bank January 2001 - January 2010
Wells Fargo HSBC Trade Bank January 1996 - January 2001
Wells Fargo Bank January 1988 - January 1996
Hokkaido Takushoku Bank, LTD January 1987 - January 1988
Korea Trade Center January 1984 - January 1987
Skills
International Trade, Project Management, Management, People-oriented, Spanish, Banking, Business Development, Leadership, Risk Management, Credit, Analysis, Loans, Financial Risk, Financial Services, Trading
Education
California State University-Los Angeles 1981 — 1986
Bachelor of Science (BS), Business Administration/International Business
Nick Pechman Nick Pechman's Wells Fargo HSBC Trade Bank Experience January 2007 - July 2009
Job JB Hudson Chief Operating Officer
Industry Luxury Goods & Jewelry
Experience
JB Hudson Jewelers September 2014 - Present
JB Hudson Jewelers July 2009 - September 2014
Wells Fargo HSBC Trade Bank January 2007 - July 2009
Skills
Strategic Planning, Leadership, Microsoft Office, Management, New Business Development, Business Strategy, Process Improvement, Strategy, Team Building, Microsoft Word, Marketing Strategy, Account Management, Social Media, Inventory Management
Education
University of Minnesota - Carlson School of Management 2003 — 2007
BSB, Finance, Entrepreneurial Management
St. Paul College 2001 — 2005
AAS, Watchmaking
JB Hudson Jewelers September 2014 - Present
JB Hudson Jewelers July 2009 - September 2014
Wells Fargo HSBC Trade Bank January 2007 - July 2009
Skills
Strategic Planning, Leadership, Microsoft Office, Management, New Business Development, Business Strategy, Process Improvement, Strategy, Team Building, Microsoft Word, Marketing Strategy, Account Management, Social Media, Inventory Management
Education
University of Minnesota - Carlson School of Management 2003 — 2007
BSB, Finance, Entrepreneurial Management
St. Paul College 2001 — 2005
AAS, Watchmaking
Bryan PETERSEN's Wells Fargo HSBC Trade Bank Experience April 1999 - January 2001
Job Foreign Exchange and Intl. Banking Executive
Industry Banking
Experience
Umpqua Bank - International Department January 2013 - June 2015
Wells Fargo & Co. - Global Payment Services December 2009 - December 2012
Wells Fargo & Co. - Foreign Exchange Services January 2001 - December 2009
Wells Fargo HSBC Trade Bank April 1999 - January 2001
Skills
Foreign Exchange, Payments, Brazilian Portuguese, Trade Finance, FX Hedging, Global Business..., Banking, Trading, Financial Markets, Business Development, SWIFT payments, Import Export, Letters of Credit, International Sales, International Trade, International Business, Spanish-speaking, ACH, Fedwire, FX Spot, Forwards, Treasury Management, Finance, Cross Selling, Loans, Credit, Structured Finance, Long-term Customer..., Ethical Leadership, Strategic Leadership, Strategy, Commercial Banking, Management, Portfolio Management
Education
Thunderbird School of Global Management 2003 — 2003
Emerging Global Leader
University of Utah - David Eccles School of Business 1996 — 1999
Bachelor of Arts (B.A.)
Umpqua Bank - International Department January 2013 - June 2015
Wells Fargo & Co. - Global Payment Services December 2009 - December 2012
Wells Fargo & Co. - Foreign Exchange Services January 2001 - December 2009
Wells Fargo HSBC Trade Bank April 1999 - January 2001
Skills
Foreign Exchange, Payments, Brazilian Portuguese, Trade Finance, FX Hedging, Global Business..., Banking, Trading, Financial Markets, Business Development, SWIFT payments, Import Export, Letters of Credit, International Sales, International Trade, International Business, Spanish-speaking, ACH, Fedwire, FX Spot, Forwards, Treasury Management, Finance, Cross Selling, Loans, Credit, Structured Finance, Long-term Customer..., Ethical Leadership, Strategic Leadership, Strategy, Commercial Banking, Management, Portfolio Management
Education
Thunderbird School of Global Management 2003 — 2003
Emerging Global Leader
University of Utah - David Eccles School of Business 1996 — 1999
Bachelor of Arts (B.A.)
Nelson Wong Nelson Wong's Wells Fargo HSBC Trade Bank Experience July 1997 - February 2000
Job Senior Vice President at Citibank, N.A.
Industry Banking
Experience
Citibank, N.A. November 2000 - Present
Wells Fargo HSBC Trade Bank July 1997 - February 2000
Standard Chartered Bank April 1995 - June 1996
Pacific Concord Group December 1993 - April 1995
DBS Bank November 1992 - November 1993
International Bank of California November 1989 - October 1992
Nanyang Commercial Bank, Ltd., USA Agency January 1987 - November 1989
Nanyang Commercial Bank Ltd. (Head Office) February 1985 - January 1987
Deutsche Bank April 1980 - February 1985
Skills
Over 30 years..., Had managed banking..., Supervised banking..., Great connection with..., Had been Financial..., Had experience in..., Expert of International..., Real Estate, Loans, Banking, Commercial Banking, Trade Finance, Credit, Credit Analysis
Education
The Chinese University of Hong Kong 1972 — 1977
Bachelor's degree, Economics
Bishop Hall Jubilee School
Citibank, N.A. November 2000 - Present
Wells Fargo HSBC Trade Bank July 1997 - February 2000
Standard Chartered Bank April 1995 - June 1996
Pacific Concord Group December 1993 - April 1995
DBS Bank November 1992 - November 1993
International Bank of California November 1989 - October 1992
Nanyang Commercial Bank, Ltd., USA Agency January 1987 - November 1989
Nanyang Commercial Bank Ltd. (Head Office) February 1985 - January 1987
Deutsche Bank April 1980 - February 1985
Skills
Over 30 years..., Had managed banking..., Supervised banking..., Great connection with..., Had been Financial..., Had experience in..., Expert of International..., Real Estate, Loans, Banking, Commercial Banking, Trade Finance, Credit, Credit Analysis
Education
The Chinese University of Hong Kong 1972 — 1977
Bachelor's degree, Economics
Bishop Hall Jubilee School
Bill McCoy Bill McCoy's Wells Fargo HSBC Trade Bank Experience 1993 - 2003
Job Senior Vice President at Bank of Texas Manager of Commercial / Corporate Banking
Industry Banking
Experience
Bank of Texas September 2008 - Present
Tarrant County Bankers Association January 2011 - December 2011
Citibank Texas, N.A. December 2006 - September 2008
Wells Fargo HSBC Trade Bank 1993 - 2003
Skills
Treasury Services, FX, Trade Finance, Corporate Trust, Commercial Banking, International Banking, Commercial Real Estate, Banking, Financial Analysis, Credit Analysis, Commercial Lending, Financial Services, Loans, Finance, Portfolio Management, Leadership, FX Options, Treasury Management, Credit, Small Business Lending, Management, Business Development, Investments, Cash Management, Middle Market, Loan Origination
Education
Texas Christian University - M.J. Neeley School of Business 1981 — 1985
BBA, Finance
Bank of Texas September 2008 - Present
Tarrant County Bankers Association January 2011 - December 2011
Citibank Texas, N.A. December 2006 - September 2008
Wells Fargo HSBC Trade Bank 1993 - 2003
Skills
Treasury Services, FX, Trade Finance, Corporate Trust, Commercial Banking, International Banking, Commercial Real Estate, Banking, Financial Analysis, Credit Analysis, Commercial Lending, Financial Services, Loans, Finance, Portfolio Management, Leadership, FX Options, Treasury Management, Credit, Small Business Lending, Management, Business Development, Investments, Cash Management, Middle Market, Loan Origination
Education
Texas Christian University - M.J. Neeley School of Business 1981 — 1985
BBA, Finance
Charles Grimes Charles Grimes's Wells Fargo HSBC Trade Bank Experience 1995 - 1999
Job Global Trade and Supply Chain Finance
Industry Banking
Experience
Fifth Third Bank January 2014 - Present
Citigroup June 2006 - December 2013
Silicon Valley Bank 1999 - June 2006
Wells Fargo HSBC Trade Bank 1995 - 1999
Bank One 1993 - 1995
Skills
Letters of Credit, Structured Trade, Supply Chain, Forfaiting, Trade Finance, Credit Analysis, Cash Management, Commercial Banking, Financial Institutions, Credit Risk, Banking, Structured Finance, Risk Management, Financial Transactions, Finance, Export, Credit, Commercial Lending, Loans, Financial Risk, Financial Services, Operational Risk, Small Business Lending, Loan Origination, AML, Cross Selling, Treasury Services, KYC, Financial Analysis, Relationship Management, Portfolio Management, Treasury Management, Capital Markets, Corporate Finance, Asset Based Lending, Payments, Lines Of Credit, Working Capital..., Latin America, International Finance, Correspondent Banking, Venture Capital, Economics, International Trade
Education
Columbia University - School of International and Public Affairs 1989 — 1991
MIA, International Business & Finance
University of California, Los Angeles 1984 — 1989
BA, International Relations/Economic Development
Fifth Third Bank January 2014 - Present
Citigroup June 2006 - December 2013
Silicon Valley Bank 1999 - June 2006
Wells Fargo HSBC Trade Bank 1995 - 1999
Bank One 1993 - 1995
Skills
Letters of Credit, Structured Trade, Supply Chain, Forfaiting, Trade Finance, Credit Analysis, Cash Management, Commercial Banking, Financial Institutions, Credit Risk, Banking, Structured Finance, Risk Management, Financial Transactions, Finance, Export, Credit, Commercial Lending, Loans, Financial Risk, Financial Services, Operational Risk, Small Business Lending, Loan Origination, AML, Cross Selling, Treasury Services, KYC, Financial Analysis, Relationship Management, Portfolio Management, Treasury Management, Capital Markets, Corporate Finance, Asset Based Lending, Payments, Lines Of Credit, Working Capital..., Latin America, International Finance, Correspondent Banking, Venture Capital, Economics, International Trade
Education
Columbia University - School of International and Public Affairs 1989 — 1991
MIA, International Business & Finance
University of California, Los Angeles 1984 — 1989
BA, International Relations/Economic Development
Mike Shepperd Mike Shepperd's Wells Fargo HSBC Trade Bank Experience 2004 - 2009
Job Executive Director at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase & Co. 2014 - Present
Wells Fargo Bank 2012 - 2014
Wells Fargo 2009 - 2012
Wells Fargo HSBC Trade Bank 2004 - 2009
Skills
Credit Analysis, Commercial Banking, Commercial Lending, Credit, Loans, Banking, Financial Analysis, Portfolio Management, Underwriting, Financial Modeling, Credit Risk, Treasury Management, Small Business Lending, Corporate Finance, Mortgage Lending, Loan Origination, Investments, Cash Management, Finance, Asset Based Lending, Lines Of Credit, Risk Management, Cash Flow Lending, Consumer Lending, Financial Structuring, Middle Market
Education
St. Edward's University
BBA, Accounting
JPMorgan Chase & Co. 2014 - Present
Wells Fargo Bank 2012 - 2014
Wells Fargo 2009 - 2012
Wells Fargo HSBC Trade Bank 2004 - 2009
Skills
Credit Analysis, Commercial Banking, Commercial Lending, Credit, Loans, Banking, Financial Analysis, Portfolio Management, Underwriting, Financial Modeling, Credit Risk, Treasury Management, Small Business Lending, Corporate Finance, Mortgage Lending, Loan Origination, Investments, Cash Management, Finance, Asset Based Lending, Lines Of Credit, Risk Management, Cash Flow Lending, Consumer Lending, Financial Structuring, Middle Market
Education
St. Edward's University
BBA, Accounting
Mark Sievert's Wells Fargo HSBC Trade Bank Experience August 2006 - August 2010
Job Senior Global Treasury Advisor at Silicon Valley Bank
Industry Banking
Experience
Silicon Valley Bank May 2010 - Present
Wells Fargo HSBC Trade Bank August 2006 - August 2010
Wells Fargo May 2002 - August 2006
Regale Corp August 2000 - May 2002
Weyerhaeuser March 1982 - August 2000
IPM 1997 - 1998
Skills
Start-ups, Credit, Cash Management, Management, Venture Capital, Portfolio Management, Sales Management, Banking, Finance, Treasury Management, Financial Modeling, Commercial Lending
Education
Portland State University 1977 — 1981
Silicon Valley Bank May 2010 - Present
Wells Fargo HSBC Trade Bank August 2006 - August 2010
Wells Fargo May 2002 - August 2006
Regale Corp August 2000 - May 2002
Weyerhaeuser March 1982 - August 2000
IPM 1997 - 1998
Skills
Start-ups, Credit, Cash Management, Management, Venture Capital, Portfolio Management, Sales Management, Banking, Finance, Treasury Management, Financial Modeling, Commercial Lending
Education
Portland State University 1977 — 1981
Madeline Sprague Madeline Sprague's Wells Fargo HSBC Trade Bank Experience April 2000 - June 2006
Job VPTrade and Supply Chain at HSBC Bank USA (Houston office)
Industry International Trade and Development
Experience
HSBC Bank USA February 2011 - Present
JPMorgan Chase July 2006 - January 2011
JPMorgan Chase Bank July 2006 - January 2011
NACM Houston 2006 - 2007
Wells Fargo HSBC Trade Bank April 2000 - June 2006
Bank One June 1995 - March 2000
BankOne 1995 - 2000
Corestates Bank July 1991 - May 1995
Bankers Trust Company December 1979 - June 1990
Skills
Banking, Cash Management, Credit, Credit Analysis, Credit Risk, Export, Finance, Financial Analysis, Financial Risk, Forecasting, Import, International Trade, Letters of Credit, Loans, Management, Payments, Risk Management, Structured Finance, Supply Chain, Trade Finance, Trading, Treasury Management
Education
University at Buffalo 1972 — 1976
BA, Spanish/Russian and Linguistics
HSBC Bank USA February 2011 - Present
JPMorgan Chase July 2006 - January 2011
JPMorgan Chase Bank July 2006 - January 2011
NACM Houston 2006 - 2007
Wells Fargo HSBC Trade Bank April 2000 - June 2006
Bank One June 1995 - March 2000
BankOne 1995 - 2000
Corestates Bank July 1991 - May 1995
Bankers Trust Company December 1979 - June 1990
Skills
Banking, Cash Management, Credit, Credit Analysis, Credit Risk, Export, Finance, Financial Analysis, Financial Risk, Forecasting, Import, International Trade, Letters of Credit, Loans, Management, Payments, Risk Management, Structured Finance, Supply Chain, Trade Finance, Trading, Treasury Management
Education
University at Buffalo 1972 — 1976
BA, Spanish/Russian and Linguistics
Nan Hinton's Wells Fargo HSBC Trade Bank Experience January 1994 - March 2001
Job Market President, Community Banks of Colorado
Industry Banking
Experience
Community Banks of Colorado July 2012 - Present
Vectra Bank Colorado June 2010 - July 2012
Vectra Bank Colorado March 2006 - June 2010
Vectra Bank Colorado March 2002 - July 2006
Vectra Bank Colorado March 2001 - March 2002
Wells Fargo HSBC Trade Bank January 1994 - March 2001
US Bank January 1990 - January 1994
Skills
Commercial Banking, Bank Management, Treasury Management, Commercial Lending, Banking
Education
Pacific Coast Banking School 2009 — 2011
Certificate, Banking
Thunderbird School of Global Management 1985 — 1986
MBA, Finance
Bowdoin College 1978 — 1982
BA
Community Banks of Colorado July 2012 - Present
Vectra Bank Colorado June 2010 - July 2012
Vectra Bank Colorado March 2006 - June 2010
Vectra Bank Colorado March 2002 - July 2006
Vectra Bank Colorado March 2001 - March 2002
Wells Fargo HSBC Trade Bank January 1994 - March 2001
US Bank January 1990 - January 1994
Skills
Commercial Banking, Bank Management, Treasury Management, Commercial Lending, Banking
Education
Pacific Coast Banking School 2009 — 2011
Certificate, Banking
Thunderbird School of Global Management 1985 — 1986
MBA, Finance
Bowdoin College 1978 — 1982
BA
Lisa Cossey Lisa Cossey's Wells Fargo HSBC Trade Bank Experience 2001 - 2003
Job VP, Loan Team Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank October 2013 - Present
Wells Fargo Bank July 2010 - October 2013
Wells Fargo Bank November 2005 - July 2010
Wells Fargo May 2003 - November 2005
Wells Fargo HSBC Trade Bank 2001 - 2003
Wells Fargo HSBC Trade Bank 1997 - 2002
Wells Fargo HSBC Trade Bank 1993 - 1997
Skills
Commercial Banking, Commercial Lending, Portfolio Management, Credit Analysis, Credit, Underwriting, Financial Risk, Loans, Management, Banking, Trade Finance, CRM, Payments, Cross Selling, Loan Origination, Relationship Management, Treasury Management, Small Business Lending
Education
University of Colorado at Denver 1998 — 2001
MBA, Finance
Vanderbilt University 1989 — 1993
B.S., Economics
Aurora Central H.S. 1985 — 1989
Wells Fargo Bank October 2013 - Present
Wells Fargo Bank July 2010 - October 2013
Wells Fargo Bank November 2005 - July 2010
Wells Fargo May 2003 - November 2005
Wells Fargo HSBC Trade Bank 2001 - 2003
Wells Fargo HSBC Trade Bank 1997 - 2002
Wells Fargo HSBC Trade Bank 1993 - 1997
Skills
Commercial Banking, Commercial Lending, Portfolio Management, Credit Analysis, Credit, Underwriting, Financial Risk, Loans, Management, Banking, Trade Finance, CRM, Payments, Cross Selling, Loan Origination, Relationship Management, Treasury Management, Small Business Lending
Education
University of Colorado at Denver 1998 — 2001
MBA, Finance
Vanderbilt University 1989 — 1993
B.S., Economics
Aurora Central H.S. 1985 — 1989
Alex McCombs's Wells Fargo HSBC Trade Bank Experience January 1997 - December 1998
Job Global Trade Finance
Industry Banking
Experience
Bank of America Merrill Lynch May 2014 - Present
Bank of America Merrill Lynch December 2009 - April 2014
Bank of America October 2005 - November 2009
Union Bank March 2004 - September 2005
Silicon Valley Bank 1999 - 2000
Wells Fargo HSBC - Trade Bank January 1997 - December 1998
Wells Fargo January 1993 - December 1996
Skills
Commercial Banking, Banking, Structured Finance, Credit, Working Capital..., International Trade, Commercial Lending, Credit Analysis, Finance, Credit Risk, Financial Risk, Capital Markets, Cash Management, Treasury Management, Corporate Finance, Portfolio Management, Loans, Financial Structuring, Financial Institutions, Investment Banking, Fixed Income, FX Options, Syndications, Relationship Management, Loan Origination, Project Finance, Derivatives, Risk Management, Valuation, Leveraged Finance, Lines Of Credit, Foreign Exchange, Treasury Services, Cross Selling, Liquidity Management, Payments, Financial Modeling, Financial Analysis, Commodity, Restructuring, Emerging Markets
Education
Baylor University
BA, Psychology & Russian Studies
Thunderbird School of Global Management
Masters International Management, International Finance & Japanese
Bank of America Merrill Lynch May 2014 - Present
Bank of America Merrill Lynch December 2009 - April 2014
Bank of America October 2005 - November 2009
Union Bank March 2004 - September 2005
Silicon Valley Bank 1999 - 2000
Wells Fargo HSBC - Trade Bank January 1997 - December 1998
Wells Fargo January 1993 - December 1996
Skills
Commercial Banking, Banking, Structured Finance, Credit, Working Capital..., International Trade, Commercial Lending, Credit Analysis, Finance, Credit Risk, Financial Risk, Capital Markets, Cash Management, Treasury Management, Corporate Finance, Portfolio Management, Loans, Financial Structuring, Financial Institutions, Investment Banking, Fixed Income, FX Options, Syndications, Relationship Management, Loan Origination, Project Finance, Derivatives, Risk Management, Valuation, Leveraged Finance, Lines Of Credit, Foreign Exchange, Treasury Services, Cross Selling, Liquidity Management, Payments, Financial Modeling, Financial Analysis, Commodity, Restructuring, Emerging Markets
Education
Baylor University
BA, Psychology & Russian Studies
Thunderbird School of Global Management
Masters International Management, International Finance & Japanese
Steve Moore 713.371.7580 Steve Moore 713.371.7580's Wells Fargo HSBC Trade Bank Experience June 2006 - November 2009
Job Senior Loan Officer at Evolve Bank & Trust
Industry Executive Office
Experience
Evolve Bank and Trust October 2014 - Present
TexanMortgage.com January 2012 - October 2014
Amerex Energy December 2009 - October 2011
Wells Fargo HSBC Trade Bank June 2006 - November 2009
Chase Partners November 2001 - May 2006
United Rentals/Gaedcke Equipment November 1994 - August 2000
Partners Real Estate Group 1991 - 1994
Marcus & Millichap 1989 - 1991
Century Capital Corp. 1979 - 1989
Skills
Loans, Refinance, Mortgage Lending, Mergers & Acquisitions, Leadership, Real Estate Transactions, Investments, Residential Mortgages, Sales, Sales Management, Mergers, Sellers, Banking, Investment Properties, Loan Origination, Residential Homes, Finance, Energy, Real Estate, Mortgage Banking, Team Building, Natural Gas, FHA, Contract Negotiation, Selling, VA loans, Home Equity Loans, Negotiation, Management, First Time Home Buyers, Financial Modeling, Business Development, Commercial Real Estate, New Business Development, Texas Mortgage Broker, Texas Real Estate Broker, Experienced Sales..., Real Estate Broker, Proven Turnaround..., Corporate Acquisitions, Consensus Builder, Professional Sales..., Real Estate Financing, Credit, Portfolio Management, Referrals
Education
University of Houston 1970 — 1976
MPA, Finance
Pi Kappa Alpha
Pi Kappa Alpha
Spring Branch
Spring Branch
University of Houston
BA, Communications
Evolve Bank and Trust October 2014 - Present
TexanMortgage.com January 2012 - October 2014
Amerex Energy December 2009 - October 2011
Wells Fargo HSBC Trade Bank June 2006 - November 2009
Chase Partners November 2001 - May 2006
United Rentals/Gaedcke Equipment November 1994 - August 2000
Partners Real Estate Group 1991 - 1994
Marcus & Millichap 1989 - 1991
Century Capital Corp. 1979 - 1989
Skills
Loans, Refinance, Mortgage Lending, Mergers & Acquisitions, Leadership, Real Estate Transactions, Investments, Residential Mortgages, Sales, Sales Management, Mergers, Sellers, Banking, Investment Properties, Loan Origination, Residential Homes, Finance, Energy, Real Estate, Mortgage Banking, Team Building, Natural Gas, FHA, Contract Negotiation, Selling, VA loans, Home Equity Loans, Negotiation, Management, First Time Home Buyers, Financial Modeling, Business Development, Commercial Real Estate, New Business Development, Texas Mortgage Broker, Texas Real Estate Broker, Experienced Sales..., Real Estate Broker, Proven Turnaround..., Corporate Acquisitions, Consensus Builder, Professional Sales..., Real Estate Financing, Credit, Portfolio Management, Referrals
Education
University of Houston 1970 — 1976
MPA, Finance
Pi Kappa Alpha
Pi Kappa Alpha
Spring Branch
Spring Branch
University of Houston
BA, Communications
Sarah Sandercock's Wells Fargo HSBC Trade Bank Experience November 2007 - March 2009
Job Senior Vice President at Amegy Bank
Industry Financial Services
Experience
Amegy Bank August 2012 - Present
Wells Fargo April 2010 - October 2012
Wells Fargo April 2009 - March 2010
Wells Fargo HSBC Trade Bank November 2007 - March 2009
Wells Fargo August 2005 - October 2007
Greater Bay Bank August 2004 - August 2005
Comerica Bank October 1997 - August 2004
First Interstate Bank of Texas/Wells Fargo HSBC Trade Bank July 1991 - September 1997
Skills
Banking, Credit, Financial Structuring, Portfolio Management, Loans, Trade Finance, Financial Analysis, Commercial Lending, Finance, Financial Risk, Business Development, Commercial Banking, Credit Risk, Investments, Financial Services, Underwriting, Treasury Management, Cash Management, Letters of Credit, Relationship Management, Risk Management, Management, Business Planning, Strategic Financial..., Insurance, Real Estate, Project Management, Interior Design, Space planning, Art Selection, Design Research, Residential, Commercial, Hospitality
Education
The University of Texas at Austin - The Red McCombs School of Business 1989 — 1991
MBA, International Business
Drake University 1984 — 1988
BA with Honors, Magna Cum Laude, International Relations, French, Spanish
Art Institute of Houston
Bachelor of Fine Arts (B.F.A.), Interior Design
Glassell School, Museum of Fine Arts, Houston
Amegy Bank August 2012 - Present
Wells Fargo April 2010 - October 2012
Wells Fargo April 2009 - March 2010
Wells Fargo HSBC Trade Bank November 2007 - March 2009
Wells Fargo August 2005 - October 2007
Greater Bay Bank August 2004 - August 2005
Comerica Bank October 1997 - August 2004
First Interstate Bank of Texas/Wells Fargo HSBC Trade Bank July 1991 - September 1997
Skills
Banking, Credit, Financial Structuring, Portfolio Management, Loans, Trade Finance, Financial Analysis, Commercial Lending, Finance, Financial Risk, Business Development, Commercial Banking, Credit Risk, Investments, Financial Services, Underwriting, Treasury Management, Cash Management, Letters of Credit, Relationship Management, Risk Management, Management, Business Planning, Strategic Financial..., Insurance, Real Estate, Project Management, Interior Design, Space planning, Art Selection, Design Research, Residential, Commercial, Hospitality
Education
The University of Texas at Austin - The Red McCombs School of Business 1989 — 1991
MBA, International Business
Drake University 1984 — 1988
BA with Honors, Magna Cum Laude, International Relations, French, Spanish
Art Institute of Houston
Bachelor of Fine Arts (B.F.A.), Interior Design
Glassell School, Museum of Fine Arts, Houston
Layla Pujol's Wells Fargo HSBC Trade Bank Experience April 2006 - December 2007
Job Search Engine Marketing Manager at Expedia
Industry Leisure, Travel & Tourism
Experience
Laylita.com December 2007 - Present
Expedia June 2009 - May 2012
Productevo.com March 2008 - June 2009
Wells Fargo HSBC Trade Bank April 2006 - December 2007
Wells Fargo January 2001 - March 2006
Skills
SEO, Analytics, Digital Marketing, SEM, Marketing Strategy, PPC, Social Media Marketing, Lead Generation, Social Networking, Marketing, CRM, Leadership, Management, Advertising
Education
The University of Texas at Austin
BBA, Finance
Laylita.com December 2007 - Present
Expedia June 2009 - May 2012
Productevo.com March 2008 - June 2009
Wells Fargo HSBC Trade Bank April 2006 - December 2007
Wells Fargo January 2001 - March 2006
Skills
SEO, Analytics, Digital Marketing, SEM, Marketing Strategy, PPC, Social Media Marketing, Lead Generation, Social Networking, Marketing, CRM, Leadership, Management, Advertising
Education
The University of Texas at Austin
BBA, Finance
Angela Yim-Sullivan's Wells Fargo HSBC Trade Bank Experience August 2003 - October 2007
Job Senior Vice President & Loan Team Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2013 - Present
Wells Fargo October 2007 - July 2013
Wells Fargo HSBC Trade Bank August 2003 - October 2007
Wells Fargo HSBC Trade Bank July 2001 - August 2003
Education
University of California, Los Angeles 1997 — 2001
Wells Fargo August 2013 - Present
Wells Fargo October 2007 - July 2013
Wells Fargo HSBC Trade Bank August 2003 - October 2007
Wells Fargo HSBC Trade Bank July 2001 - August 2003
Education
University of California, Los Angeles 1997 — 2001
Richard Helling's Wells Fargo HSBC Trade Bank Experience 1998 - 2009
Job VP Commodities Trade Division at Wells Fargo Bank, N.A.
Industry International Trade and Development
Experience
Wells Fargo Bank, N.A. 1991 - Present
Wells Fargo HSBC Trade Bank 1998 - 2009
Education
Hastings College 1975 — 1979
Wells Fargo Bank, N.A. 1991 - Present
Wells Fargo HSBC Trade Bank 1998 - 2009
Education
Hastings College 1975 — 1979
Jeramie Maxwell's Wells Fargo HSBC Trade Bank Experience 2007 - 2009
Job Vice President Structured Trade Finance at Wells Fargo
Industry Banking
Experience
Wells Fargo Global Banking 2009 - Present
Wells Fargo HSBC Trade Bank 2007 - 2009
Greater Bay Bank 2005 - 2007
International Risk Consultants 2003 - 2005
Skills
Banking, Trade Finance, Credit, Structured Trade, Loans, Commercial Banking, Credit Risk, Commercial Lending, Credit Analysis, Portfolio Management, Treasury Management, Asset Based Lending, Valuation, Small Business Lending
Education
The University of Akron 1998 — 2002
B.S., Marketing/International Business
The University of Akron
Wells Fargo Global Banking 2009 - Present
Wells Fargo HSBC Trade Bank 2007 - 2009
Greater Bay Bank 2005 - 2007
International Risk Consultants 2003 - 2005
Skills
Banking, Trade Finance, Credit, Structured Trade, Loans, Commercial Banking, Credit Risk, Commercial Lending, Credit Analysis, Portfolio Management, Treasury Management, Asset Based Lending, Valuation, Small Business Lending
Education
The University of Akron 1998 — 2002
B.S., Marketing/International Business
The University of Akron
Alex Hardikar's Wells Fargo HSBC Trade Bank Experience June 1995 - May 1998
Job SVP
Industry Banking
Experience
Frost Bank March 2014 - Present
BB&T December 2010 - March 2014
Bank of America May 1999 - December 2010
Huntington National Bank, Columbus, Ohio May 1998 - July 1999
Wells Fargo HSBC Trade Bank June 1995 - May 1998
Standard Chartered Bank January 1990 - June 1995
First City Bank February 1980 - January 1990
Skills
Treasury Services, Commercial Lending, Small Business Lending, Asset Based Lending, Commercial Banking, Lines Of Credit, Middle Market, Banking, Business Development, Finance, Credit, Loans, Risk Management, Portfolio Management, Treasury Management, Financial Services, Mortgage Lending, Structured Finance, Mergers & Acquisitions, Financial Structuring, Credit Analysis, Credit Risk, Investments, Strategy, Loan Origination, Consumer Lending, Financial Risk, Trade Finance, Trading, Cash Management, Capital Markets, Financial Institutions, Relationship Management, Cross Selling, Retail Banking
Education
University of Houston 1985 — 1988
BS, Finance, Accounting
Frost Bank March 2014 - Present
BB&T December 2010 - March 2014
Bank of America May 1999 - December 2010
Huntington National Bank, Columbus, Ohio May 1998 - July 1999
Wells Fargo HSBC Trade Bank June 1995 - May 1998
Standard Chartered Bank January 1990 - June 1995
First City Bank February 1980 - January 1990
Skills
Treasury Services, Commercial Lending, Small Business Lending, Asset Based Lending, Commercial Banking, Lines Of Credit, Middle Market, Banking, Business Development, Finance, Credit, Loans, Risk Management, Portfolio Management, Treasury Management, Financial Services, Mortgage Lending, Structured Finance, Mergers & Acquisitions, Financial Structuring, Credit Analysis, Credit Risk, Investments, Strategy, Loan Origination, Consumer Lending, Financial Risk, Trade Finance, Trading, Cash Management, Capital Markets, Financial Institutions, Relationship Management, Cross Selling, Retail Banking
Education
University of Houston 1985 — 1988
BS, Finance, Accounting
Timothy Bolger's Wells Fargo HSBC Trade Bank Experience 2008 - 2010
Job Vice President at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank 2010 - Present
Wells Fargo HSBC Trade Bank 2008 - 2010
Wells Fargo Bank September 2007 - March 2008
Wells Fargo Bank June 2006 - September 2007
Education
Marquette University
Wells Fargo Bank 2010 - Present
Wells Fargo HSBC Trade Bank 2008 - 2010
Wells Fargo Bank September 2007 - March 2008
Wells Fargo Bank June 2006 - September 2007
Education
Marquette University
Andrew Gaspard's Wells Fargo HSBC Trade Bank Experience 2004 - 2005
Job Corporate and Individual Dry Cleaner ● Master of Mobile Dry Cleaning ● Ecofriendly Entrepreneur ● Garment Guru
Industry Retail
Experience
Skylark Dry Cleaning Service June 2010 - Present
Metropolitan State University 2009 - 2010
Bank of the West 2005 - 2008
Wells Fargo HSBC Trade Bank 2004 - 2005
US Bank 1998 - 2004
Skills
Finance, Management, Strategic Planning, Marketing Strategy, Financial Analysis, Strategy, New Business Development, Business, Analysis, Business Analysis, Business Development, Corporate Finance, Financial Modeling, Start-ups, Restructuring, Entrepreneurship, Management of Service..., Marketing
Education
The University of Chicago Booth School of Business 1996 — 1998
Master’s Degree in Business Administration, Accounting and Finance
University of Michigan 1993 — 1995
Master’s Degree in Urban and Regional Planning
University of Minnesota-Twin Cities 1986 — 1990
Bachelor of Arts Degree, Japanese
Skylark Dry Cleaning Service June 2010 - Present
Metropolitan State University 2009 - 2010
Bank of the West 2005 - 2008
Wells Fargo HSBC Trade Bank 2004 - 2005
US Bank 1998 - 2004
Skills
Finance, Management, Strategic Planning, Marketing Strategy, Financial Analysis, Strategy, New Business Development, Business, Analysis, Business Analysis, Business Development, Corporate Finance, Financial Modeling, Start-ups, Restructuring, Entrepreneurship, Management of Service..., Marketing
Education
The University of Chicago Booth School of Business 1996 — 1998
Master’s Degree in Business Administration, Accounting and Finance
University of Michigan 1993 — 1995
Master’s Degree in Urban and Regional Planning
University of Minnesota-Twin Cities 1986 — 1990
Bachelor of Arts Degree, Japanese
Scott A. Kaiser's Wells Fargo HSBC Trade Bank Experience May 2000 - September 2008
Job SVP International Banking at City National Bank
Industry Banking
Experience
City National Bank June 2011 - Present
Bank of America Merrill Lynch - Global Trade & Supply Chain Solutions October 2008 - June 2011
Wells Fargo HSBC Trade Bank May 2000 - September 2008
Wells Fargo HSBC Trade Bank 1998 - 2000
Sanwa Bank of California 1996 - 1998
Wells Fargo HSBC Trade Bank 1995 - 1996
Skills
Banking, International Trade, Foreign Exchange, Business, CRM, Commercial Banking, Cash Management, Credit, Trade Finance, Corporate Finance, Loans, Commercial Lending, Export-Import, Documentary Collections, Buyers Credit, Forfaiting, Structured Trade, Export Finance, Trade Credit Insurance, International Credit, Middle Market, Payments, Business Development, Cross Selling, International Finance, Financial Services, Treasury Management, Asset Based Lending, International Treasury, Finance
Education
San Francisco State University
BS, International Finance
Rio Americano
City National Bank June 2011 - Present
Bank of America Merrill Lynch - Global Trade & Supply Chain Solutions October 2008 - June 2011
Wells Fargo HSBC Trade Bank May 2000 - September 2008
Wells Fargo HSBC Trade Bank 1998 - 2000
Sanwa Bank of California 1996 - 1998
Wells Fargo HSBC Trade Bank 1995 - 1996
Skills
Banking, International Trade, Foreign Exchange, Business, CRM, Commercial Banking, Cash Management, Credit, Trade Finance, Corporate Finance, Loans, Commercial Lending, Export-Import, Documentary Collections, Buyers Credit, Forfaiting, Structured Trade, Export Finance, Trade Credit Insurance, International Credit, Middle Market, Payments, Business Development, Cross Selling, International Finance, Financial Services, Treasury Management, Asset Based Lending, International Treasury, Finance
Education
San Francisco State University
BS, International Finance
Rio Americano
Elsa Burton's Wells Fargo HSBC Trade Bank Experience 2001 - 2008
Job Senior Vice President with Citicommercial bank
Industry Financial Services
Experience
Citi Commercial Bank June 2013 - Present
Wells Fargo August 2010 - June 2013
Wells Fargo HSBC Trade Bank 2001 - 2008
Foothill Capital-Wells Fargo 1996 - 2001
Skills
Commercial Lending, Commercial Banking, Asset Based Lending, Credit Analysis, Loans, Small Business Lending, Investments, Credit, Treasury Management, Sales, New Business Development, Lines Of Credit, Business Development, Banking, Portfolio Management, Finance, Commercial Mortgages, Loan Origination, Credit Risk
Education
University of California, Los Angeles 1997 — 1998
Finance/Accounting
California State University-Northridge 1988 — 1994
BS, Finance
Citi Commercial Bank June 2013 - Present
Wells Fargo August 2010 - June 2013
Wells Fargo HSBC Trade Bank 2001 - 2008
Foothill Capital-Wells Fargo 1996 - 2001
Skills
Commercial Lending, Commercial Banking, Asset Based Lending, Credit Analysis, Loans, Small Business Lending, Investments, Credit, Treasury Management, Sales, New Business Development, Lines Of Credit, Business Development, Banking, Portfolio Management, Finance, Commercial Mortgages, Loan Origination, Credit Risk
Education
University of California, Los Angeles 1997 — 1998
Finance/Accounting
California State University-Northridge 1988 — 1994
BS, Finance
Wendy J. Phillips, MBA's Wells Fargo HSBC Trade Bank Experience May 2006 - March 2010
Job Owner at Lightpost Records, LLC Wax Poetic Recording Studios
Industry Music
Experience
Laird Norton Wealth Management April 2010 - Present
Lightpost Records, LLC - Wax Poetic Recording Studios January 2003 - Present
Wells Fargo HSBC Trade Bank May 2006 - March 2010
Wells Fargo Private Bank August 2004 - May 2006
University of Washington 2003 - 2004
SAFECO Life and Investments 2000 - 2003
SAFECO Life and Investments 1999 - 2000
Skills
Successful Business..., Recording Studio, New Business Development, International Business..., Major Gift Development, Wealth Management..., Sales Management, Teaching, Business Development
Education
Seattle University 1991 — 1993
Master of Business Administration (MBA), Finance
University of Washington 1981 — 1983
Bachelor of Arts (B.A.), Studio Art & Elementary Education Certificate
Pepperdine University 1979 — 1980
Laird Norton Wealth Management April 2010 - Present
Lightpost Records, LLC - Wax Poetic Recording Studios January 2003 - Present
Wells Fargo HSBC Trade Bank May 2006 - March 2010
Wells Fargo Private Bank August 2004 - May 2006
University of Washington 2003 - 2004
SAFECO Life and Investments 2000 - 2003
SAFECO Life and Investments 1999 - 2000
Skills
Successful Business..., Recording Studio, New Business Development, International Business..., Major Gift Development, Wealth Management..., Sales Management, Teaching, Business Development
Education
Seattle University 1991 — 1993
Master of Business Administration (MBA), Finance
University of Washington 1981 — 1983
Bachelor of Arts (B.A.), Studio Art & Elementary Education Certificate
Pepperdine University 1979 — 1980