Norwest Bank (now Wells Fargo)
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Norwest Bank (now Wells Fargo) Employees
Bank of America Merrill Lynch July 2013 - Present
Motorola Mobility Inc. October 2011 - November 2012
Motorola Mobility Inc. August 2010 - November 2012
Motorola Inc June 2008 - August 2010
Motorola Inc. November 2003 - June 2008
Motorola Inc. November 1999 - November 2003
ABN AMRO Bank N.V. January 1996 - December 1998
Norwest Bank (now Wells Fargo) November 1993 - December 1995
Skills
Treasury, Investment Banking, Six Sigma, Insurance, Valuation, Cash Flow Forecasting, Financial Modeling, Corporate Finance, Portfolio Management, Strategy, M&A experience, Relationship Management, Credit, Trade Finance, Asset-backed..., Capital Markets, MBA, Cash Management, Credit Risk, Cross-functional Team..., Analysis, Finance, Sarbanes-Oxley Act, Banking, Credit Analysis, Investments, Due Diligence
Education
The University of Chicago Booth School of Business 1996 — 1999
M.B.A., Finance and Strategy
University of Southern California 1991 — 1993
M.A., International Relations (Latin American regional focus)
Tufts University 1987 — 1991
B.A., Economics and International Relations
Fundacao Getulio Vargas / FGV
Universidad Nacional Autónoma de México
Universidad de Costa Rica
PrayOut.com June 2014 - Present
Red Rock Insurance Company, f/k/a BancInsure, Inc. November 2009 - March 2014
BancInsure, Inc. 2008 - November 2009
Claimetrics (formerly Hallmark Management) August 2005 - November 2007
Western Industries & Grupo WIC June 2004 - August 2005
CL Frates & Company 2002 - 2004
CL Frates & Company 2001 - 2002
Inlight Interactive 1999 - 2001
Beacon Insurance Group 1997 - 1999
Norwest Bank (now Wells Fargo) 1996 - 1997
Skills
Business Analysis, Financial Reporting, Insurance, Start-ups, Workers Compensation, Strategy, Budgets, Management, Underwriting, Property & Casualty..., Program Management, Analysis, Mergers & Acquisitions, Finance, Leadership
Education
Midwestern State University 1989 — 1992
BBA, Accounting, Business Management
University of Houston-Downtown 1985 — 1987
Thos. G. Grace Advisors 1987 - Present
Morgen Capital Management June 1993 - October 1995
Norwest Bank (now Wells Fargo) 1984 - 1986
Piper Jaffray October 1974 - June 1980
Investors Diversified Services October 1968 - February 1974
Skills
Investment Properties, Strategic Financial..., Financial Advisory, Thechnical Analysis, Equity Capital Markets, Fundamental Analysis, Quantitative Finance, Asset Management, Equities, Portfolio Management, Financial Services, Investments, Management, Mergers & Acquisitions, Insurance, Financial Analysis, Strategy, Small Business
Education
University of Colorado Boulder 1960 — 1964
BS (2), Engineering, Physics, Business
University of Colorado at Boulder 1960 — 1964
Bachelor of Science: Business. Bachelor of Science: Engineering Physics
Prince of Peace Lutheran Church San Antonio June 2014 - Present
Evangelical Lutheran Church in America September 2008 - May 2014
ELCA 2004 - 2014
Northlake Lutheran Church June 2009 - May 2012
Evangelical Lutheran Church in Jordan and the Holy Land 2004 - 2008
Methodist Healthcare System February 1999 - March 2004
Ecumenical Accompaniment Program for Palestine and Israel November 2003 - February 2004
Baptist Health System, San Antonio TX 1999 - 2003
Various parishes - Prince of Peace St. Louis Park, MN; St. John's in San Antonio 1996 - 1999
Norwest Bank (now Wells Fargo) 1980 - 1988
Skills
Pastoral Care, Theology, Biblical Studies, Discipleship, Youth Ministry, Spiritual Direction, Liturgy, Church Events, Gospel
Education
Luther Seminary 1988 — 1992
Master's degree, Masters in Divinity
University of Wisconsin-Madison 1977 — 1980
Bachelor's degree, Economics/Journalism
Wells Fargo January 2013 - Present
Wells Fargo July 2010 - January 2013
Wells Fargo 2009 - 2010
Wells Fargo 2006 - 2009
Wells Fargo February 2002 - 2006
Norwest Bank (now Wells Fargo) February 1995 - 2002
Central Bank & Trust 1995 - 1996
First State Bank Denton, TX 1994 - 1995
Bank of New Mexico 1991 - 1994
Broadway Bank and Broadway Bancshares 1989 - 1991
Skills
Banking, Financial Risk, Loans, Commercial Lending, Risk Management, Credit, Internal Audit, Auditing, Mortgage Lending, Commercial Banking, Leadership, Operational Risk..., AML, Financial Services, Finance, Credit Analysis, Consumer Lending, Enterprise Risk..., Financial Analysis, Underwriting
Education
Texas Tech University 1981 — 1985
BBA, Accounting and Finance
National Association of Insurance and Financial Advisors September 2008 - Present
McNeely Financial Services, Inc. June 1996 - Present
Norwest Bank June 1991 - June 1996
Norwest Bank (now Wells Fargo) May 1992 - May 1996
Education
Northwestern College 1987 — 1991
BS, Marketing
Loyal High School 1983 — 1987
Wells Fargo 2006 - Present
Wells Fargo 2000 - 2005
Wells Fargo 1998 - 2000
Norwest (Now Wells Fargo) 1995 - 1999
Norwest Bank (Now Wells Fargo) 1991 - 1995
TCF Bank November 1988 - January 1991
Honeywell Bull (Now Groupe Bull a French Company) February 1987 - October 1988
Dayton Hudson Corporation (Now Target Corrporation) 1981 - 1987
Dayton's (Now Macy's) 1976 - 1981
Dayton's (Now Macy's) August 1969 - January 1976
Skills
Employee Benefits, Leadership, HRIS, Payroll, Risk Management, Retirement Planning, Securities, Banking, Financial Services, Insurance, Mutual Funds, Investments
Education
Minnesota State University, Mankato 1964 — 1968
BA, Math & Psychology
University of Minnesota-Twin Cities
Minnesota Opera May 2012 - Present
Minnesota Opera September 2000 - August 2012
Ordway Center for the Performing Arts January 1994 - May 1995
Norwest Bank (now Wells Fargo) April 1992 - December 1993
Northrop Auditorium May 1987 - December 1991
Skills
Event Management, Event Planning, Arts Administration, Theatre, Opera, Volunteer Management, Music, Fundraising, Acting, Nonprofits, Grant Writing, Editing, Philanthropy, Fundraisers, Non-profit..., Raiser's Edge, Board Relations
Education
University of Minnesota-Twin Cities 1986 — 1991
BA, Economics
Osseo Senior High 1984 — 1986
Currently Retired January 2011 - Present
Mountain States Bank January 2004 - 2007
Norwest Bank (now Wells Fargo) 1990 - 2004
Skills
Analysis, Cash Flow, Budgets, Asset Management, Managerial Finance, Due Diligence, Process Improvement, Mergers & Acquisitions, Credit Analysis, Strategic Planning, Portfolio Management, Team Building, Finance, Investments
Education
Colorado State University 1971 — 1975
BS, Finance
M&T Bank 1997 - Present
Norwest Bank (now Wells Fargo) 1995 - 1997
US Bank 1993 - 1995
Midlantic National Bank (now PNC) 1971 - 1993
Education
Emory University - Goizueta Business School
BBA, Management
Rutgers, The State University of New Jersey - Rutgers Business School
MBA, Management
Sullins College
AA, Business