Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Salaries. You can even request information on how much does Wells Fargo pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo directly from the past employees.
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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo 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 Employees
City National Bank 2012 - Present
Pacific American Insurance Services, Inc. September 2009 - October 2011
Wells Fargo August 2005 - March 2009
Wells Fargo June 2002 - August 2005
Wells Fargo March 1997 - June 2002
Skills
Business Transformation, Performance Improvement, Business Process..., Cost Reduction..., Digital Strategy, Continuous Improvement, Financial Services, Operating Models
Education
Claremont McKenna College 1988 — 1994
Bachelor of Arts (BA), Economics/Accounting dual major
Wells Fargo March 2015 - Present
Wells Fargo March 2013 - March 2015
Wells Fargo December 2009 - March 2013
Naval Postgraduate School June 2009 - December 2009
James Martin Center for Nonproliferation Studies February 2007 - December 2008
Self-employed September 2006 - June 2008
LanguageLine Solutions August 2001 - June 2006
SHOP.COM September 1997 - June 2001
Softbank Services Group 1995 - 1997
Skills
Operational Risk, Compliance, Anti Money Laundering, Fraud Detection, Arabic, Spanish, Data Analysis, SQL, Databases, Government, USA PATRIOT Act, International Relations, Database Design, Bank Secrecy Act, Analysis, Analytics, OFAC, Sanction, AML, Risk Management
Education
Middlebury Institute of International Studies at Monterey 2007 — 2008
Master of Arts, International Policy Studies
Lebanese American University 2006 — 2008
Modern Standard Arabic & Lebanese dialect
Middlebury Institute of International Studies at Monterey 2006 — 2007
Bachelor of Arts, International Studies
Claremont McKenna College 1993 — 1994
International Relations
Bank of America August 2014 - Present
Wells Fargo February 2013 - July 2014
Femmie Tax Services LLC 2012 - April 2014
Freelance - various clients 2010 - 2012
White Toque March 2009 - July 2010
Webstorm Concepts January 2008 - January 2009
Edventure Partners - Glass House Marketing 2007 - 2007
Social Security Administration 2005 - 2005
Skills
Microsoft Office, Customer Service, Social Networking, Event Planning, Social Media, Event Management, Advertising, Social Media Marketing, Sales, PowerPoint, Photoshop, Public Relations, Facebook, Microsoft Excel, Marketing Communications, Marketing, Management, Inventory Management, Public Speaking, Marketing Strategy, Retail, Teamwork
Education
Georgia State University - J. Mack Robinson College of Business 2004 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
Clark Atlanta University 2002 — 2004
Bachelor of Business Administration (BBA), Marketing
Wells Fargo Investment Institute (WFII) – Global Manager Research March 2010 - Present
Wells Fargo – Wealth, Brokerage & Retirement (WBR) – Retirement Division 2000 - March 2010
Wells Fargo 1999 - 2000
Bank of America 1981 - 1999
Skills
Portfolio Management, Investments, Due Diligence, Financial Analysis, DCF, Financial Modeling, Business Development, Programming, mpi, Zephyr Style Advisor, Morningstar, Microsoft Office, Microsoft Excel, Microsoft Word, Access, Asset Allocation, Management, Mutual Funds, Relationship Management, Risk Management, Investment Management, Capital Markets, Strategic Financial..., Finance, Financial Risk, Analysis, ETFs, Fixed Income, Wealth Management, Equities, Alternative Investments, Investment Strategies, Bloomberg, Series 7, Investment Advisory, Hedge Funds, Securities, Institutional..., Asset Management, Bonds, Financial Markets, Separately Managed..., Funding, Equity Research, Derivatives, Financial Services
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2009
Quantitative Methods in Finance Classes, Quantitative Methods in Finance Classes
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1998 — 2002
MS in Advanced Management, Business Administration and Management, General
University of Southern California - Marshall School of Business 1982 — 1984
MBA, Finance and Human Resources focus
Wells Fargo April 2010 - August 2012
Starbucks August 2006 - August 2009
Education
Clark Atlanta University 2009 — 2015
Public Relations Management
Wells Fargo July 2011 - Present
Skills
Microsoft Office, Customer Service, Social Networking, Leadership, Sales, Teamwork, Microsoft Word, Microsoft Excel, Time Management
Education
Clark Atlanta University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Clark Atlanta University 2008 — 2012
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Wells Fargo June 2015 - Present
SOURCE Nonprofit Consulting September 2014 - Present
Sagehen Capital Management March 2014 - Present
Breakthrough Collaborative June 2014 - August 2014
Bank of America June 2012 - August 2012
Skills
Community Outreach, Public Speaking, Microsoft Word, Research, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Nonprofits, Teamwork, Editing
Education
Claremont McKenna College 2013 — 2017
Bachelor of Arts (BA), Economics-Accounting
Chadwick School 2009 — 2013
High School Diploma
Universal Forest Products September 2014 - Present
S&W electric Motors 2013 - 2014
Red Lion Hotel 2012 - 2013
Wells Fargo 2010 - 2011
Student Painters.net 2009 - 2010
Circle Oak Ranch 2004 - 2009
Skills
Cpr Certified, OSHA 10, Traffic Control, Digger Derrick, Bucket Truck, D8 CAT, Excavator
Education
Clackamas Community College 2013 — 2014
Pre Apprentice Program, Apprentice Lineman, GPA 3.6
Yamhill Carlton High School 2002 — 2006
General Studies, High School Diploma
Wells Fargo November 2000 - Present
Bank of America 1998 - 2000
Bank of America 1995 - 1998
Skills
Asset Allocation, Asset Management, Banking, Commercial Banking, Financial Planning, Investments, Management, Risk Management, Wealth Management
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management
Master of Business Administration (MBA), Strategic Management
Medical Doctor Associates May 2014 - Present
Business Transformation & HUD Wholesale 2014 - 2015
Johnson & Freedman, LLC/ RCO Legal, P.S. 2013 - May 2014
Wells Fargo 2012 - 2013
McCalla Raymer, LLC & Johnson & Freedman, LLC 2010 - 2012
Edward Jones 2009 - 2010
Enterprise Rent-A-Car 2007 - 2009
Citizens Trust Bank 2005 - 2007
Starbucks Coffee Company 2005 - 2006
Golden Corral 2001 - 2005
Skills
Outlook, Microsoft Excel, Legal Writing, Microsoft Office, Real Estate, Legal Research, Customer Service, PowerPoint, Microsoft Word, Sales, Management, Contract Negotiation, Public Speaking, Research, Social Media, Loans, Mortgage Lending
Education
Clark Atlanta University 2003 — 2007
BA, Business Administration/Finance
JPMorgan Chase & Co. September 2015 - Present
Bank of America March 2014 - September 2015
Bank of America July 2013 - March 2014
Wells Fargo September 2012 - July 2013
Bank of America June 2010 - August 2012
Clarion University August 2008 - December 2009
Provident Funding Associates L.P. June 2007 - May 2008
Pennsylvania Governor's Office of Policy & Planning August 2005 - December 2005
Skills
Microsoft Office, Quantitative Research, Research, Government, Software Documentation, Mortgage Underwriting, Mortgage Banking, Residential Mortgages, Quantitative Analysis, Documentation, Loans, Management, Quantitative Analytics, Analysis, Customer Service, Mortgage Lending, Finance, Banking, Financial Analysis, Risk Management, Credit, Leadership
Education
Clarion University of Pennsylvania 2008 — 2009
MBA, Business Administration
Clarion University of Pennsylvania 2003 — 2006
BA, Economics
Colorado College 2013 - Present
The Colburn School 2009 - Present
Wells Fargo 1999 - 2012
Scudder, Stevens & Clark 1994 - 1999
Northern Trust 1989 - 1994
HME International Advisors 1987 - 1989
Skills
Foundations, Endowments, Asset Management, Planned Giving, Charities, Asset Allocation, Philanthropy, Non-profits, Public Speaking, Investments, Asset Managment, Strategic Financial..., Financial Goals, Portfolio Management, Executive Education, Higher Education, Community Service, Investment Management, Investment Strategies, Wealth Management, Nonprofits, High Net Worth..., Investment Advisory, Alternative Investments, Wealth Management..., Series 7, Estate Planning, Retirement Planning, Mutual Funds, Wealth, Financial Advisory, Equities, Hedge Funds, Fixed Income, Series 63, Securities, Financial Services, Leadership, Financial Planning, Fundraising, Management, Strategic Planning, Community Outreach, Event Planning, Research
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1984 — 1986
MBA, Finance
Colorado College 1974 — 1978
BA, Political Science (International Relations)
Sunstone Circuits 2011 - 2014
Wells Fargo October 2009 - November 2010
Skills
shipping, Customer Service, Packaging, Shrink Wrap, Data Entry, Inventory, Ordering Office Supplies, Paperwork
Education
Clackamas Community College 2013 — 2016
no degree, general education
Escondido High School 2000 — 2004
High School Diploma, General Education
Wells Fargo Home Mortgage May 2014 - January 2015
Tubman January 2014 - June 2014
Wells Fargo June 2012 - October 2013
American Campus Communities October 2011 - May 2012
The Legal Rights Center April 2011 - August 2011
Education
Hamline University 2012 — 2014
Bachelor of Arts (B.A.), Political Science and Government
Clark Atlanta University 2010 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Charles Schwab November 2006 - Present
Wells Fargo 2003 - 2006
Skills
Strategy, Marketing, Marketing Communications, Management, Event Planning, Leadership, Integrated Marketing, B2B Marketing, Direct Marketing, Project Management, Marketing Management, Product Marketing, Email Marketing, Digital Marketing, Multi-channel Marketing, Product Management, Marketing Strategy
Education
Claremont McKenna College
Bachelor of Arts (B.A.), Psychology
Copernicus Capital Management, LLC April 2013 - Present
Weintraub Capital Management, LLC December 1999 - December 2012
Weintraub Capital Management, LLC July 1996 - December 1999
Cowen & Company June 1995 - August 1995
Wells Fargo September 1990 - June 1994
American Bionetics, Inc.. January 1989 - August 1990
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Teaching, Investments, Biotechnology, Alternative Investments, Portfolio Management, Hedge Funds, Asset Management, Management
Education
University of California, Los Angeles - The Anderson School of Management 1994 — 1996
Master of Business Administration (MBA), Finance
Claremont McKenna College 1984 — 1988
Bachelor of Arts (B.A.), magna cum laude, Biology & Economics
Notre Dame International School of Rome
Redwood High School
Shades Of Crested Butte November 2014 - August 2015
Brown Brothers Harriman January 2014 - October 2014
Gunnison Parks and Recreation August 2011 - January 2014
Western State Colorado University August 2013 - December 2013
Western State Colorado University August 2009 - December 2013
Rose-Hulman Institute of Technology June 2012 - July 2012
Wells Fargo May 2011 - September 2011
Skills
Professional learner, Passed Exam 1/P..., Presented my math..., Computer skills include..., I have tutored math for..., Programming, Statistics, Microsoft Excel
Education
Claremont Graduate University 2015 — 2016
Master's degree, Mathematics
Western State Colorado University 2009 — 2013
BA, Mathematics with a minor in Economics, 3.65 Overall GPA
Wells Fargo October 2006 - Present
Wachovia Corporation 2005 - 2006
Wachovia Corporation 2002 - 2005
Wachovia Corporation 2001 - 2002
Wachovia Corporation 1998 - 2001
Wachovia Corporation 1996 - 1998
Skills
Loans, Credit, Banking, Credit Analysis, Commercial Banking, Small Business Lending, Loan Origination, Underwriting, Consumer Lending, Investments, Financial Services, Wealth Management, Risk Management, Leadership, Coaching, Management, Customer Service, Strategic Planning, Relationship Management, Team Building, Sales, Retail Banking, Process Improvement, Call Centers, Cross Selling
Education
Claflin University
B.A., Sociology and Political Science
St. Marks High School
H.S. Diploma, College/University Preparatory
Studio27b/FatherQuest 2008 - Present
Wells Fargo April 2011 - December 2012
Legacy Christian Center, a Foursquare Church 2007 - 2010
Nash Media Group January 1991 - November 2004
Word Of Life Community Church 1986 - 1993
Skills
Business Coach, Sales Strategist, Writing Coach, Public Speaking, Blogging, Books, Articles, Non-profits, Radio, Published Author, Creative Writing, Poetry, Magazine Articles, Creative Writer, Freelance Writing, Non-fiction, Ebooks, Fiction, Storytelling, Fiction Writing, Editing, Short Stories, Web Content, Publishing, Creative Direction, Press Releases, Speech Writing, Publicity, Community Outreach, Social Networking, Video, Video Production, Facebook, Coaching, Motivational Speaking, Media Relations, WordPress, Entertainment, Radio Broadcasting, Photography, Workshops, Fundraising, Corporate Communications, Television, Teaching
Education
Mt. Hood Community College 1998 — 1999
1st Year Certificate of Completion, Television Production Technology
Clackamas Community College 1990 — 1993
Speech Communications
Oregon City High School 1986 — 1990
Diploma, Writing, Speech Communications
Stanford Raffles Realty August 2015 - Present
City of Los Angeles SORO District June 2014 - Present
The Mother Lode Fluff & Fold LLC September 2009 - Present
Model 2004 - Present
Coldwell Banker Residential Brokerage January 2014 - July 2015
Wells Fargo September 2004 - September 2005
Skills
Real Estate, Residential Homes, Concierge Services, Hospitality, Creative Solutions, Creative Direction, Creative Writing, Business Development, Business Innovation, Financial Analysis, Small Business, Finesse, Investments, Investment Properties, Investors, Luxury, Relocation, Buyer Representation, Leases, Sales, Marketing, Management, Negotiation, Customer Service, Social Media, Public Speaking, Microsoft Office
Education
California State University- Dominguez hills 2009 — 2012
Bachelor of Science (BS), Finance, General
Santa Monica College 2007 — 2009
Associate's degree, Business Administration and Management, General
Clark Atlanta University 2003 — 2004
Business, Management, Marketing, and Related Support Services
Wells Fargo 2015 - Present
Kforce 2012 - 2015
Total Quality Logistics 2012 - 2012
Cincinnati Bengals 2010 - 2011
US Bank Arena/Cincinnati Cyclones 2010 - 2011
Jersey Shore Hospital 2009 - 2009
Skills
Public Relations, Marketing, Customer Service, Sales, iMovie, Microsoft Office, YouTube, Google+, InDesign, Internal Communications, Facebook, Social Networking, Social Media Marketing, Social Media, Press Releases, Recruiting, Management, Fundraising, Time Management
Education
Xavier University 2010 — 2011
MEd, Sports Marketing
Clarion University of Pennsylvania 2005 — 2009
BS, Communication/Public Relations
Wells Fargo June 2006 - Present
Wells Fargo June 2004 - June 2006
Skills
Computer Proficiency, Event Planning, Executive Calendar..., Customer Service, Administrative..., Team Leadership
Education
Clark Atlanta University 1999 — 2003
Bachelor of Arts (B.A.), Business Administration and Management, General
Wells Fargo July 1989 - Present
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Budgets, PowerPoint, Outlook, Accounting, Customer Service, English, Strategic Planning, Windows, Financial Reporting, Banking, Finance, Financial Analysis, Retail Banking, Risk Management
Education
Clark Atlanta University 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
Wells Fargo Insurance Services November 2014 - Present
Wells Fargo October 2011 - November 2014
Wells Fargo March 2007 - October 2011
Pennsylvania Tourism & Lodging Association November 2005 - March 2007
Skills
Credit, Sales, Coaching, Budgets, Business Development, Financial Services, Mortgage Lending, Program Management, Loans, Consumer Lending, Investments, Small Business Lending, Loan Origination, Commercial Lending, Commercial Banking, Banking, Retail Banking, Credit Analysis, Customer Service, Retail, Insurance
Education
Clarion University of Pennsylvania 1999 — 2003
Bachelor of Science, Communications
HealthMarkets, Inc. December 2013 - Present
Wells Fargo March 2013 - December 2013
Red Ventures February 2010 - March 2013
Alltel November 2008 - February 2010
Skills
Facebook, Retail, Sales, Account Management, B2B, Customer Service, Salesforce.com, Call Centers, Cold Calling, Advertising, Training, Sales Management, Microsoft Office, Lead Generation, Microsoft Excel, PowerPoint, Microsoft Word, Start-ups, Sales Process, Direct Sales, Customer Acquisition
Education
University of Phoenix 2006 — 2011
MBA, Business Administration
Claflin University 2002 — 2006
Bachelor's degree, Management Information Systems, General, 3.6
Wells Fargo November 2014 - Present
Wells Fargo May 2013 - Present
Wells Fargo February 2010 - May 2013
Wells Fargo August 2004 - February 2010
Wells Fargo May 2001 - August 2004
Wells Fargo October 1999 - May 2001
Wells Fargo October 1992 - October 1999
Skills
Business Planning, Strategic Leadership, Strategic Planning, Marketing Strategy, Execution of Business..., Team Leadership, Public Speaking, Financial Services, Direct Marketing, Integrated Marketing, Social Media Marketing, Writing, Analytics, Customer Acquisition, Marketing Communications, Leadership, Banking, Advertising, Management, Segmentation, Digital Marketing, Marketing Management, Strategy
Education
University of Oregon 1986 — 1989
BA, Communications
Clackamas Community College 1984 — 1986
General Studies
Community Banks of Colorado, a Division of NBH Bank, N.A. July 2013 - Present
Colorado Business Bank April 2012 - July 2013
Wells Fargo April 2000 - April 2012
First Union National Bank June 1994 - April 2000
Skills
Banking, Commercial Banking, Relationship Management, Banking Relationships, Business Relationship..., Loans, Business Loans, Lines Of Credit, Commercial Lines, SBA, Real Estate, Financial Analysis, Treasury Management, Commercial Lending, Credit, Credit Analysis, Small Business, Business Development, Small Business Lending
Education
Clarion University of Pennsylvania 1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo June 2015 - Present
Tristar Realty Inc. August 2013 - Present
Nordstrom October 2014 - May 2015
Rent The Runway August 2013 - June 2014
FASS Real Estate Services June 2013 - August 2013
Pros1 Corporation August 2011 - January 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Social Media, Event Planning, Teamwork, Outlook, English, Event Management, Public Speaking, Time Management, Administrative..., Social Networking, Marketing, Editing, Leadership, Public Relations, Community Outreach, Social Media Marketing, Data Entry, Sales, Facebook
Education
Clark Atlanta University 2012 — 2016
Bachelor of Business Administration (B.B.A.), International Business and Marketing
Clark Atlanta University 2012 — 2016
Bachelor's degree, Marketing
BBVA Compass July 2015 - Present
Union Bank May 2014 - July 2015
Wells Fargo November 2013 - May 2014
Wells Fargo October 2012 - October 2013
Wells Fargo June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Loan Origination, Mortgage Banking, Mortgage Lending, Finance, Residential Mortgages, Refinance, Analysis, Credit, Financial Risk, Credit Analysis, Financial Analysis, Banking, Loans
Education
Claremont McKenna College 2008 — 2012
Bachelor of Arts, Economics-Accounting
Diamond Bar High School 2004 — 2008
Motif Investing June 2015 - Present
ticular - strategies for success September 2007 - June 2015
Wells Fargo 2015 - 2015
Franklin Templeton Investments 2014 - 2014
Cornerstone Research 2013 - 2013
BlackRock iShares 2012 - 2012
Mediabistro 2010 - 2012
Bloomberg 2008 - 2009
Source Media 2005 - 2007
CBS MarketWatch 2004 - 2005
Skills
Copy Editing, SEO, Editorial, Social Media, Newsletters, Editing, YouTube, Storytelling, Marketing Communications, Content Management, Journalism, New Media, Social Networking, Facebook Marketing, Corporate Communications, Digital Media, Social Media Measurement, SEO copywriting, Internet Strategy, Breaking News, SEM, Dreamweaver, Integrated Marketing..., QuarkXPress, Business, Hootsuite, AP Style, LinkedIn, Facebook Fan Page..., Custom Facebook Pages, Quora, Google+, CSS, InDesign, Spanish, Mobile Strategy, Small Business Marketing, Internet, Radian6, Adobe Creative Suite, Project Management, Multimedia Marketing..., Twitter, LinkedIn API, Personal Finance, Small Business, Social Entrepreneurship, E-commerce Consulting, Communications, Content Marketing
Education
Claremont Graduate University
M.A., English, 3.5
Macalester College
B.A., English and classics, with a core concentration in humanities, 3.5
Reed College
Classics and Classical Languages, Literatures, and Linguistics
The School of the Art Institute of Chicago
Kaiser Permanente June 2015 - Present
Kaiser Permanente October 2013 - May 2015
Sutter Health March 2012 - October 2013
Wells Fargo February 2008 - January 2012
Skills
Integration, Vendor Management, Risk Management, Leadership, Cross-functional Team..., Data Center, Business Process..., Management, PMP, Change Management, IT Management, Project Portfolio..., Process Improvement, PMO, Strategy, Project Management, Strategic Planning, IT Strategy, Management Consulting, Resource Management, Healthcare Information..., Team Building, Disaster Recovery, Program Management, SDLC, Project Planning, Team Management, Business Analysis, Business Process, Product Management, Business Intelligence, SaaS, Enterprise Architecture, Software Project..., Team Leadership, Consulting, Business Strategy, Infrastructure
Education
Claremont McKenna College 1983 — 1987
Bachelor's Degree, Economics
Franklin University Switzerland
University of California, Berkeley, Haas School of Business
Management Information Systems, General
Wells Fargo August 2014 - Present
First Hawaiian Bank May 2012 - August 2014
First Hawaiian Bank April 2010 - April 2012
Gumbiner Savett July 2008 - December 2009
Skills
Commercial Banking, Credit, Financial Analysis, Loans, Financial Modeling, Credit Cards, Investments, Portfolio Management, Banking, Finance, Credit Analysis, Accounting
Education
Claremont McKenna College 2004 — 2008
BA, Economics-Accounting and History
Wells Fargo June 2014 - Present
HSBC October 2007 - June 2014
HSBC Bank of Bermuda 2011 - 2012
U.S. Bank 2005 - 2007
BNY Mellon 2000 - 2005
Sanwa Bank California 1993 - 2000
Skills
Banking, Certified Treasury..., Treasury Management, Global Cash Management, Private Label, Public Sector, Middle Market, Lockbox, Payments, Remote Deposit Capture, Financial Institutions, Cash Management, Financial Services, Investments, Credit, Commercial Banking
Education
Clarion University of Pennsylvania
Bachelor of Business Administration (BBA), Marketing and Finance
Grove City High School
Wells Fargo July 2012 - Present
Wells Fargo February 2009 - July 2012
Wells Fargo Home Equity August 2005 - August 2007
Skills
Salesforce.com, Customer Relations, Microsoft Office Suite..., Vignette, Process Improvement, Cross Selling, Call Center, Strategic Planning, Customer Experience, Microsoft Office, Database Marketing, Analytics, Customer Acquisition, Financial Analysis, Segmentation, Forecasting, Mortgage Lending, Project Management, Pricing, OpenText, Content Management, Call Centers, Business Analysis, Financial Services, Team Building, Customer Service, Banking
Education
Clackamas Community College 2000 — 2002
SunTrust Bank February 2014 - Present
Randolph Real Estate Investments January 2010 - Present
First Data Corporation January 2011 - July 2013
Wells Fargo June 2009 - January 2011
Wachovia Bank March 2006 - June 2009
Bank of America October 1994 - February 2006
Procter & Gamble June 1992 - August 1994
NCNB Bank June 1988 - August 1990
Skills
Credit Cards, Portfolio Management, Financial Services, Banking, Product Management, Credit, E-commerce, Vendor Management, Payments, Business Strategy, CRM, Leadership, Product Marketing, Management, Finance, Segmentation, Retail Banking, Debit Cards, Mergers & Acquisitions, Strategy, P&L Management, Cards, Strategic Planning, Loans, Executive Management, Marketing, Relationship Management, Electronic Payments, Internet Banking, Analytics, Mobile Payments, Risk Management, Payment Systems, Payment Card Processing, Pricing, Strategic Partnerships, Treasury Management, ACH, E-payments, Credit Risk, Commercial Banking, Competitive Analysis, Financial Risk, Business Analysis, Cash Management, Transaction Processing, Financial Modeling, Cross-functional Team..., Customer Acquisition
Education
Clark Atlanta University 1990 — 1992
MBA, Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 1984 — 1988
BS Business, Management Science
Wells Fargo July 2013 - January 2015
Wells Fargo Advisors July 2013 - May 2014
Staples March 2013 - May 2013
Tennessee Education Lottery May 2012 - July 2012
ABM Janitorial and Home Cleaning Services June 2011 - August 2011
Skills
Customer Service, Data Entry, PowerPoint, Outlook, Microsoft Word, Microsoft Excel, Microsoft Office, Team Building, Access, Cashiering, Photocopier, Social Media, Training, Public Speaking, Planograms
Education
Clark Atlanta University 2014 — 2016
Master of Arts (M.A.), African-American/Black Studies, 1st Year Graduate Student
Fisk University 2009 — 2013
Bachelor of Arts (B.A.), English
DeVry University-Illinois 2007 — 2009
Associate of Arts (A.A.), Network and System Administration/Administrator
Dave Ramsey - Lampo Group June 2013 - Present
Digital Nashville August 2015 - August 2015
Dave Ramsey - Lampo Group June 2013 - May 2014
Cummins Inc. September 2012 - June 2013
Mission Covenant Church January 2012 - June 2013
McKissock, LP March 2007 - September 2012
Blair Corporation March 2003 - March 2007
Libera April 2000 - December 2003
Wells Fargo March 1998 - April 2000
Lockheed Martin June 1996 - June 1998
Skills
Database Design, SQL, XML, HTML, E-commerce, T-SQL, Microsoft SQL Server, Visual Basic, Project Management, Process Improvement, Web Development, SDLC, SEO, Software Project..., Team Leadership, Strategic Planning, Business Analysis, Management, Leadership, Software Development, Team Building, Product Management, Entrepreneurship
Education
Pennsylvania State University-Erie Campus 2005 — 2008
Masters, Business Administration
Clarion University of Pennsylvania 1991 — 1996
BS, Mathematics, CS
Youngsville
Wells Fargo November 2012 - Present
Wells Fargo Retail Finance July 2010 - November 2012
Wells Fargo October 2009 - July 2010
Wells Fargo July 2008 - October 2009
Skills
Coaching, Finance, Teamwork, Retail Banking, Sales, Management, Customer Service, Team Building, Microsoft Office
Education
Claflin University 2008 — 2012
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Claflin University 2001 — 2004
Bachelor's degree, Mass Communication/Media Studies
Wells Fargo November 2014 - Present
Bank of America November 2011 - February 2013
Bank of America January 2011 - November 2011
Bank of America February 2010 - December 2010
Bank of America January 2007 - January 2010
Essex County College August 2002 - September 2003
Skills
Credit, Loans, Credit Analysis, Commercial Banking, Cross Selling, Portfolio Management, Mortgage Banking, Consumer Lending, Leadership, Team Building, Credit Cards, Versatility, PowerPoint, Operational Excellence, Microsoft Excel, Communication Skills, Resource Allocation, Budget Setting, Human Resources, Organizational Project..., Management, Training, Team Leadership, Forecasting, Customer Experience, Banking, Retail Banking
Education
Clark Atlanta University 1998 — 2002
Bachelor's degree, Communication
Clark Atlanta University 1998 — 2002
Bachelor of speech communications
Two Sigma May 2015 - Present
Viacom January 2015 - April 2015
Steve Gordon Law December 2014 - April 2015
The Webman Group June 2014 - December 2014
Waldorf Astoria Hotel September 2010 - August 2013
New York City Public Advocate October 2010 - December 2010
Bloomingdale's February 2010 - August 2010
Hampton October 2007 - June 2010
LaSorsa & Beneventano October 2009 - January 2010
Wells Fargo January 2007 - October 2007
Skills
Customer Service, Front Office, Hospitality, Teamwork, Team Leadership, Employee Training, Public Speaking, Team Building, Organization, Event Planning, Writing
Education
Fordham University School of Law 2013 — 2016
Juris Doctor, Third Year
Pace University 2010 — 2011
Bachelor of Arts (B.A.), Political Science and Government
Clark Atlanta University 2005 — 2006
Mass Communication/Media Studies
Wells Fargo March 2013 - Present
Fortune 500 Healthcare Organization December 2012 - April 2013
CompuGroup Medical USA November 2011 - 2012
Visionary HealthWare November 2009 - December 2011
Healthcare May 2004 - September 2009
Claremont Graduate University 2002 - 2004
Skills
Windows Phone [mango]..., Distributed Systems, C#, .NET, Programming, Scalability, SQL Server, ASP.NET, Visual Studio, Windows, Operating Systems, WCF, Databases, Silverlight, Web Services, T-SQL, ASP.NET MVC, Software Engineering, UML, Server Architecture, LINQ, XML, JavaScript, HTML, EMR, 5010, ICD-10, CCD, SOAP, clinical analytics, Physician Practice..., HL7, X12, Healthcare IT, Health Information..., Microsoft SQL Server, Healthcare Information..., Agile Methodologies, Web Applications, Software Development, AJAX, SQL, WPF, Scrum, Architecture, Enterprise Software, TFS, SDLC, SharePoint, IIS
Education
University of California, Irvine 2011 — 2012
Claremont Graduate University 2002 — 2004
MS, Information Science
Edward Jones December 2012 - Present
Wells Fargo 2012 - 2012
Wells Fargo 2011 - 2012
Skills
Portfolio and..., Individual Retirement..., Insurance, Equity Investments, Edward Jones Advisory..., Short Term Investments, Mutual Funds, Education Savings, Estate Considerations, Research, Annuities, Retirement Plan..., Business Retirement..., Systematic Investing, Edward Jones Income..., Exchange-traded Funds, Financial Calculators, Fixed-income Investments, Investment Banking, Investor Education..., Managed Account Program, Online Account Access, Saving, Spending, and..., Series 7, Retirement Planning, Investment Advisory, Retirement, Asset Allocation
Education
Clackamas Community College 1990 — 1993
Speech Communications
Oregon City High School 1986 — 1990
LaunchCode July 2015 - Present
RBC Capital Markets June 2014 - Present
BioMarin Pharmaceutical Inc. September 2013 - May 2014
Financial Economics Institute September 2013 - May 2014
Lindenbaum Music Company June 2013 - August 2013
Wells Fargo June 2012 - August 2012
S.E.O-U Career Program May 2012 - August 2012
Claremont McKenna College September 2011 - May 2012
Skills
Statistics, SPSS, Teaching, Management, Valuation, Stata
Education
Claremont McKenna College 2011 — 2015
Economics-Accounting and Philosophy with a sequence in Finance, Junior
Yonsei University School of Business 2013 — 2013
Center for Puppetry Arts June 2013 - Present
Bank August 2011 - Present
Cool Girls Inc January 2011 - Present
Mosaic Advisors January 2009 - August 2011
Bank Of America January 2007 - January 2009
Wells Fargo 2009 - 2009
PNC Financial Services Group July 2001 - September 2004
Skills
Wealth Management, Credit, Relationship Management, Financial Modeling, Retirement Planning, Financial Services, Strategic Planning, Leadership, Program Management, Strategy, CRM, Estate Planning, Finance, Public Speaking, Portfolio Management, Management, Marketing Strategy, Financial Advisory, Team Building, Marketing, Banking, Small Business, Investments, Segmentation, Business Development
Education
The University of Chicago Booth School of Business 2015 — 2016
Certification, CPWA
Clark Atlanta University 1999 — 2001
MBA, Finance
University of Georgia - Terry College of Business 1991 — 1995
BBA, Finance
Leadership Atlanta Class of 2014
IBM Southeast Employees' Federal Credit Union June 2015 - Present
E*TRADE Financial December 2014 - January 2015
Atlanta Postal Credit Union April 2013 - December 2014
The Coca-Cola Company August 2012 - December 2012
Wells Fargo March 2012 - August 2012
Pan American Bank September 2010 - March 2012
Skills
Marketing, Financial Analysis, Credit Analysis, Sales, Leadership, Customer Service, Microsoft Office, Microsoft Excel, Social Media Marketing, PowerPoint, Social Media, Management, Business Development, Forecasting
Education
Clark Atlanta University 2005 — 2010
Bachelor of Arts (B.A.), Business Marketing
Wells Fargo August 2014 - Present
Bank of America October 2011 - July 2014
SunTrust Bank September 2009 - November 2011
Suntrust Bank June 2003 - September 2009
United Way of Greater Atlanta August 2008 - December 2008
Skills
Credit, Relationship Management, Business Development, Marketing Strategy, Personal Financial..., Banking, Loans, Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Portfolio Management, Wealth Management, Retail Banking, Business Relationship..., Private Banking
Education
Clark Atlanta University 1998 — 2002
B.A., Public Relations
Wells Fargo August 2014 - Present
Bring Back the Music, LLC March 2010 - Present
Wells Fargo April 2011 - August 2014
Fulton County Arts Council February 2007 - June 2010
Rialto Center for the Arts October 2005 - June 2010
Images USA June 2007 - August 2007
SunTrust Bank, Atlanta June 2001 - September 2004
Skills
Financial Analysis, Access, Microsoft Excel, PowerPoint, Analysis, Visio, Accounting, Microsoft Word, Outlook, Community Development, Process Improvement, Microsoft Office, Risk Management, Data Analysis, Management, Budgets, Finance, Forecasting
Education
Clark Atlanta University 2006 — 2008
Dual MBA, Finance and Decision Sciences
Southeastern Oklahoma State University 1996 — 1999
Biological and Biomedical Sciences
Voya Financial February 2015 - Present
IWCO Direct March 2014 - November 2014
Wells Fargo January 2013 - March 2014
Target May 2012 - November 2012
Honeywell June 2006 - March 2012
Honeywell Aerospace January 2005 - December 2005
Goodrich February 1998 - May 2001
Skills
Time Management, Timeline Management, Prioritization, Conflict Resolution, Arbitration, Problem Solving, Creative Problem Solving, Critical Thinking, Training Skills, Knowledge Sharing, Negotiation, Process Development, Process Management, Process Improvement, Continuous Improvement, Lean Manufacturing, Six Sigma, Critical Chain Project..., Microsoft Office, Outlook, Word, Excel, PowerPoint, Visio, MS Project, Software Project..., SharePoint, Oracle, Supply Chain Management, Supply Chain, Supplier Management, Vendor Managed Inventory, Inventory Management, MRP, Business Requirements, Cross-functional Team..., Cross-cultural, Certified Project..., 3PL, Analytical Abilities, Strategic Thinking, 5S, Microsoft Excel, Supply Management, Vendor Management, Management, Training, Leadership, Testing, Process Simulation
Education
Claremont Graduate University 1994 — 1997
MA, Philosophy (Logic and Critical Thinking)
St. Olaf College 1989 — 1993
BA, Philosophy
Dstillery March 2014 - Present
Millennial Media September 2013 - March 2014
Wells Fargo March 2013 - September 2013
Media6Degrees April 2011 - March 2013
University of California, Berkeley May 2010 - May 2011
University of California, Berkeley August 2008 - May 2010
Sequoia Foundation June 2007 - August 2009
California Department Of Health Services May 2006 - August 2008
University of California, Berkeley September 2005 - May 2006
Law and Economics Consulting Group (LECG) March 2004 - April 2005
Skills
Data Analysis, SAS, Statistics, R, Statistical Modeling, Machine Learning, Predictive Analytics, Data Mining, Time Series Analysis, Logistic Regression, Monte Carlo Simulation, Python
Education
University of California, Berkeley 2005 — 2010
PhD, Biostatistics; theoretical statistics
Claremont McKenna College
B.A, Economics and Chemistry
Wells Fargo April 2012 - Present
Wells Fargo June 2010 - April 2012
JPMorgan Chase 2007 - 2008
JPMorgan Chase 2001 - 2006
Bank One 1998 - 2000
First Chicago 1994 - 1997
First Chicago 1990 - 1994
Skills
Capital Markets, Credit, Executive Management, Treasury Management, Commercial Banking, Banking, AML
Education
Claremont Graduate University
M.A., International Relations
The College of William and Mary
B.A., French with Honors
Thunderbird School of Global Management
M.B.A., Finance
Westminster Schools
Wells Fargo July 2012 - Present
TD Bank, N.A. October 2006 - June 2012
BB&T November 2004 - September 2006
National City Bank May 1993 - February 2004
Skills
Commercial Lending, Loans, Deposits, Small Business Lending, Commercial Banking, Treasury Management, International Trade, Merchant Services, Team Leadership, Change Management
Education
Gannon University 1996 — 2001
MBA, Finance
Clarion University of Pennsylvania 1989 — 1992
BS, Finance
Wells Fargo April 2014 - Present
Wells Fargo Capital Finance May 2013 - April 2014
Wells Fargo October 2012 - April 2013
Bank of America July 2011 - September 2012
Wells Fargo Charlotte, NC October 2010 - March 2011
Bankof America/Corporate Workplace July 2007 - May 2010
Broward County Schools/Education Technology Services November 1992 - March 2007
Skills
SharePoint, Software Documentation, SDLC, Business Analysis, Testing, Process Improvement, Quality Assurance, Troubleshooting, Project Management, Analysis, Security, Management, Networking, Business Process, Databases, Project Planning, CRM, Information Technology, Business Requirements, User Acceptance Testing, Visio, Vendor Management
Education
Clark Atlanta University
Computer Science
University of Miami
Computer Science
State Bank and Trust Company March 2012 - Present
Mary Kay Inc. 2002 - 2015
Wells Fargo 2006 - 2008
Regions Financial Corporation 2004 - 2006
Skills
Loans, Banking, Customer Service, Credit, Credit Analysis, Microsoft Office, Financial Analysis, Team Building
Education
Clark Atlanta University 1989 — 1993
Broadcast Communications
Gateway High School
Euclid Analytics August 2015 - Present
Wells Fargo June 2014 - Present
Wells Fargo Capital Finance July 2013 - June 2014
DCA Partners April 2012 - August 2012
Computer Sciences Corporation June 2011 - August 2011
Skills
Golf, Microsoft Office, Excel, Capital IQ, Financial Accounting, Financial Statement..., Microsoft Excel, Corporate Finance, Financial Analysis, Economics, Due Diligence, Accounting, Credit Analysis, US GAAP, Underwriting, Bloomberg, Finance, Customer Experience, Investments
Education
Claremont McKenna College 2009 — 2013
B.A, Economics and Accounting
London School of Economics and Political Science 2011 — 2011
Issues in Money and Finance
Jesuit High School 2005 — 2009
The Reynolds and Reynolds Company October 2014 - Present
Enterprise Rent-A-Car July 2006 - August 2014
Bank of america August 2005 - June 2006
Wells fargo May 2005 - August 2005
Skills
Sales, Management, Leadership Development, Microsoft Excel, Economics, Sales Leadership..., Microsoft Word, Business to Business..., New Business Generation, Human Resources, Client Development, P&L Management, P&L Analysis, Account Management, Account Reconciliation, Employee Training, Referrals, Interviews, Customer Service, Marketing, Customer Satisfaction, Sales Management, Public Speaking, Customer Retention, Leadership, Strategic Planning, Team Building, Training
Education
Claremont McKenna College 2002 — 2006
Bachelor of Arts, Economics and Psychology
San Gorgonio High School 1998 — 2002
HS Diploma
OnPoint Community Credit Union December 2006 - Present
KKRZ - Z100 Portland - Clear Channel Radio August 2010 - December 2012
iHeartMedia June 2003 - June 2009
Wells Fargo July 2003 - July 2004
Executive Mortgage October 2002 - July 2003
Washington Mutual, Inc. August 2000 - October 2002
Wells Fargo Bank 1997 - 2000
Skills
Radio, Credit, Event Planning, Social Media, Public Speaking, Social Networking, Facebook, Voice Over, Small Business, Event Management, Advertising, Marketing, Social Media Marketing, Public Relations, Loans, Broadcast, Television, Entertainment, Radio Broadcasting, Copywriting, New Media, Radio Advertising, Radio Producing, Video Production, Digital Media, Adobe Audition, Sponsorship, Radio Host, Creative Writing, Voice Acting, Sales, Customer Service, Management, Leadership, Team Building, Finance, Media Relations, Marketing Strategy, Strategic Planning
Education
Clackamas Community College 1998 — 2000
Associate’s Degree
La Salle High School 1993 — 1996
High School
Porsche Cars North America August 2014 - Present
Porsche Cars North America April 2014 - Present
Frederick J Hanna & Associates January 2012 - December 2013
Frederick J. Hanna & Associates, P.C. September 2011 - January 2012
Wells Fargo July 2010 - September 2011
Skills
Accounting Applications, Data Entry, Finance, Managerial, Financials, Coding Experience, Cash-handling, Collections, Customer Service, Administraion, Microsoft Excel, Microsoft Word, Liaison Services, Law Firms, Banking, Assisting Executives, Legal Assistants, Accounting, Office Management, Administrative..., Accounts Payable, Time Management, Office Administration, Accounts Receivable, Strategic Planning, Spreadsheets, Confidentiality, File Management, PeopleSoft, Administrative Work, Outlook, Calendars, Filing, Telephone Skills, 10 Key, Fax, Expense Reports, Account Reconciliation, Training, Business, Financial Transactions, Wordperfect, Credit, Bookkeeping, Executive Support, Analysis, Legal Documents, Lotus Notes, Customer Retention, Access
Education
Clark Atlanta University 2006 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General
Ramapo Senior High School 2002 — 2006
Diploma, General Studies
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
Weston Solutions, Inc. August 2014 - April 2015
Weston Solutions, Inc. July 2011 - August 2014
Weston Solutions, Inc. April 2009 - July 2011
Weston Solutions, Inc. June 2003 - April 2009
Conseco Financial Service June 1998 - August 2000
Wells Fargo December 1994 - June 1998
Skills
Financial Analysis, Financial Reporting, Profitability Tracking, Increased Profitability, Financial Forecasting, Cash Flow, Business Overhead..., Financial Projection, Management, Project Management, Variance Analysis, Forecasting, Accounting, Budgets, Analysis, Managerial Finance, Finance, Internal Audit, Internal Controls, Leadership, Strategy
Education
Clark Atlanta University 1992 — 1994
Master of Business Administration (MBA), Business Administration/Finance
Tougaloo College 1987 — 1991
Bachelor of Arts (BA), Accounting and Economics
BB&T Wealth August 2015 - Present
Wells Fargo Bank January 2010 - May 2015
Wells Fargo November 2008 - January 2010
JPMorgan Chase June 2007 - September 2008
Wilmington Finance April 2006 - June 2007
First NLC Financial Services July 2005 - March 2006
Skills
Loans, Banking, Leadership, Sales, Management, Coaching, Finance, Credit, Call Centers, Small Business Lending, Mortgage Lending, Sales Management, Credit Analysis, Business Development, Team Building, Strategic Planning, Relationship Management, Commercial Lending, Portfolio Management, Underwriting
Education
Clarion University of Pennsylvania 1998 — 2003
BSBA, FINANCE/MANAGEMENT
Clarion University of Pennsylvania 1998 — 2003
Bachelor of Science (B.S.), Finance and Financial Management Services
Fifth Third Bank April 2015 - Present
Color Star Media July 2010 - Present
Wells Fargo November 2013 - March 2015
Wells Fargo July 2012 - November 2013
American Credit Acceptance 2011 - 2012
Skills
Social Media, Customer Service, Social Networking, PowerPoint, Facebook, Microsoft Office
Education
Claflin University 2006 — 2009
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Screven County High School 1999 — 2003
Technology
SunTrust August 2015 - Present
SunTrust November 2014 - August 2015
Wells Fargo May 2014 - November 2014
SunTrust Bank January 2013 - April 2014
Atlanta Public Schools January 2010 - January 2013
Skills
Loans, Banking, Lines Of Credit, Financial Services, Finance, Refinance, Credit Cards, Private Banking, Credit, Retail Banking, Small Business Lending, Credit Analysis, Mortgage Lending, Cross Selling, Deposits, Wealth Management, Mortgage Banking, Branch Banking, Residential Mortgages, Risk Management, Fixed Income, Financial Modeling, Consumer Lending, Credit Risk, Cash Management, Loan Origination, Relationship Management, Financial Risk, Home Equity Loans, SBA, Financial Advisory, Financial Institutions, Home Equity, Teller Operations, Payments, Customer Service, Microsoft Office, Sales, Leadership, Public Speaking, Event Planning, Financial Analysis, Marketing, Management, Social Media, Team Building, CRM
Education
Clark Atlanta University 2001 — 2004
Business, Management, Marketing, and Related Support Services
The Icing by Claire’s October 2013 - March 2014
Wells Fargo June 2013 - September 2013
Direct Management March 2013 - May 2013
Aflac October 2012 - January 2013
Yahoo! Small Business March 2010 - September 2012
Stream Global Services 2006 - 2010
HSBC September 2006 - December 2006
Business Telephone Exchange August 2004 - August 2005
Elder Mountain Construction November 1999 - November 2004
Skills
Customer Satisfaction, Workforce Management, BPO, Call Center, Customer Experience, Customer Retention, Web Hosting, Technical Support, Coaching, Team Management, Hiring, Soft Skills, Performance Management, Customer Support, Account Management, Customer Service, Call Centers, Recruiting, Sales, Training, Experienced Trainer, Salesforce.com, Domain Registration, Team Building, Team Leadership, Lotus Notes, Training Delivery, Troubleshooting, Management, CRM, Software Documentation, Vendor Management
Education
Clackamas Community College 2009 — 2010
Associates, Business, 3.8
Colton High School 1999 — 2003
H&R Block January 2007 - Present
H&R Block 2001 - 2006
Wells Fargo June 1993 - April 1999
First Interstate Bank Of Oregon 1987 - March 1993
Skills
Tax, Securities, Tax Preparation, Tax Returns, Tax Research, Income Tax, Tax Advisory, Customer Service, Manage Client..., Dependable Team Player, Investments, Cash Flow, Financial Analysis, Accounting
Education
Oregon State University 1973 — 1977
Bachelor of Arts (B.A.), Child Development and Family Life (Human Development)
Portland Community College
Accounting, Principles of Banking
Portland State University
Economics, Stock Market, Basic Programming
Clackamas Community College
Accounting
Wells Fargo August 2014 - Present
Milken Institute January 2009 - July 2014
University of Illinois at Springfield August 2005 - January 2009
Claremont Graduate University 2004 - 2005
California State Polytechnic University, Pomona 2004 - 2005
Skills
Economics, Econometrics, International Finance, Financial Institutions, Economic Research, Stata, Financial Regulation, Monetary Policy, Bloomberg Terminal, Monetary Economics, Capital Markets, Banking, Financial Markets, Statistics, International Economics, Emerging Markets, Economic Policy, Statistical Modeling, Data Analysis, Qualitative Research, Development Economics, Financial Economics, Quantitative Research, Research, Policy Research, Policy Analysis, Quantitative Analytics, Eviews, Microeconomics
Education
Claremont Graduate University 1999 — 2005
Doctor of Philosophy (Ph.D.), Economics
Chulalongkorn University
Bachelor of Arts (B.A.), Economics
Automotive Finance Corporation September 2014 - Present
Little Me Karaoke November 2009 - Present
Copart March 2012 - September 2014
C'Est La Vie March 2013 - March 2014
Wells Fargo April 2008 - March 2012
Capitol Auto Group January 2003 - April 2008
Skills
Sales, Inventory Management, Customer Service, Customer Satisfaction, Microsoft Office, Customer Retention, Data Entry, Microsoft Word, Outlook, Team Building, Marketing, Time Management, Titles, Dispatching, Bartending, Operations Management, Fashion, Vendor Contracts, Supplier Negotiation, Third Party Vendor..., Retail Banking, Change Management, Sales Management, Purchasing, Training, Automotive, Process Improvement, Leadership, Inventory Control, Profit, Management, Coaching, Retail, Negotiation, Account Management
Education
Clackamas Community College 2001 — 2002
Music/Political Science
Molalla High School 1996 — 2001
Diploma
Empowering 2 Excel November 2011 - Present
Pioneer Services December 2008 - July 2011
Wells Fargo February 2003 - July 2011
Skills
Microsoft Office, Customer Service, Public Speaking, Microsoft Excel, Community Outreach, Microsoft Word, Research, PowerPoint, Event Planning, Social Services
Education
Dixie State College 2012 — 2014
Clark Atlanta University 1995 — 1996
PNC April 2015 - Present
Wells Fargo April 2014 - April 2015
Wells Fargo Capital Finance April 2010 - March 2014
Duff & Phelps July 2007 - April 2010
Deloitte May 2006 - August 2006
Skills
Business Valuation, Financial Modeling, Valuation, Corporate Finance, Due Diligence, Financial Analysis, Mergers, Private Equity, Financial Reporting, Financial Statement..., Capital Markets, Debt, Restructuring, Portfolio Management
Education
Claremont McKenna College 2003 — 2007
BA, Econ/Accounting
Wells Fargo August 2015 - Present
Fisher Investments July 2014 - August 2015
EverStream Energy Capital Management June 2013 - August 2013
Hectareas Verdes, LLC July 2012 - September 2012
Education
Claremont McKenna College 2010 — 2014
Bachelor of Arts (B.A.), Economics, International Relations
CORE Health and Fitness June 2013 - Present
FedEx Ground March 2009 - January 2013
Wells Fargo January 2005 - March 2009
Skills
Transportation, Warehousing, Shipping, Logistics, Customer Service, Distribution Center..., Inventory Management, Operations Management, Customer Satisfaction, Logistics Management, Microsoft Excel, Microsoft Office, Time Management, Microsoft Word, Data Entry, Telephone Skills, Outlook, Supply Chain Management, Freight, Troubleshooting, Deliveries, Account Management, Spreadsheets, Sales
Education
Portland Community College 2012 — 2014
Clackamas Community College 2005 — 2006
Wells Fargo November 2014 - Present
M&T Bank September 2011 - October 2014
The Reinvestment Fund May 2010 - July 2010
ISO January 2001 - August 2009
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Real Estate and Finance
Clark Atlanta University 1997 — 2000
BS, Mathematics
Target 2012 - 2015
Target March 2010 - 2012
State Farm 2008 - 2009
U.S. Bank 2005 - 2008
Federal Reserve Bank of San Francisco 2000 - 2004
Wells Fargo 1999 - 2000
Skills
Strategy, Analysis, Loyalty Programs, Leadership, Cross-functional Team..., Process Improvement, Management, Sales, Risk Management, Team Leadership, Project Management, Financial Modeling, Finance, Entrepreneurship, Data Analysis, Business Analysis, Vendor Management, Market Research, Portfolio Management, Product Design, Strategic Communications, Financial Analysis, Customer Insight, Budgets, Forecasting, Business Development, Competitive Analysis, Consumer Insight, Marketing Strategy, Customer Experience, Strategic Planning, Performance Management, Store Operations, Business Planning, Team Building, Program Management, Requirements Analysis, Market Analysis, Ad-hoc, Presentations, Collaboration, Compliance, Trend Analysis, Trends, Consumer Products, Consumer Package Goods, Market Insights Manager, Consumer Insights..., Thought Leadership, Continuous Improvement
Education
University of St. Thomas
Master of Business Communication (MBC), Marketing and Change Management
Clark Atlanta University
Master of Business Administration (MBA), Finance
Hampton University
Bachelor of Arts (B.A.), Economics
The Property Place January 2013 - Present
Wells Fargo January 2001 - May 2002
Freddie Mac May 2000 - December 2000
Skills
First Time Home Buyers, REO, Foreclosures, Short Sales, Real Estate Transactions, Investment Properties, Real Estate, Buyer Representation, Single Family Homes, Investors, Sellers, Relocation, Residential Homes, Selling, Referrals, Contract Negotiation, Rentals, FHA
Education
Clark Atlanta University 1998 — 2000
M.B.A., Finance
Rutgers, The State University of New Jersey-Newark 1986 — 1990
B.S., Marketing/Psychology
Course Hero, Inc. 2014 - Present
Intrans 2012 - 2014
Wells Fargo 2010 - 2012
MojoMapp 2010 - 2011
US Bank June 2009 - August 2009
FCIB September 2008 - December 2008
US Bank June 2008 - August 2008
STARS Summer Program 2008 - 2008
Jumpstart Program November 2006 - May 2007
Ouderkirk & Hollen Law Offices May 2005 - August 2005
Skills
Leadership, Strategy, Financial Analysis, Risk Management, Project Management, Management, Start-ups, Analysis, CRM, Finance, Banking, Portfolio Management, Business Development, Operations Management, Business Strategy, Analytics, Sales Operations, Training, Marketing, Cross-functional Team..., Business Planning, Business Analysis, Pricing, Marketing Strategy, Strategic Planning, Product Development, Sales Management, Forecasting, Process Improvement, Financial Modeling, Business Process..., Competitive Analysis, Negotiation, Product Management
Education
Claremont McKenna College
Bachelors of Arts (BA), Economics-Accounting, Financial Economics Sequence
Shanghai University of Finance and Economics
Economics, Finance
Goldman Sachs June 2014 - Present
Beta Alpha Psi - WSSU Chapter August 2013 - May 2014
National Association of Black Accountant (WSSU Chapter) August 2013 - May 2014
Goldman Sachs May 2013 - August 2013
Wells Fargo June 2010 - May 2011
Skills
Microsoft Excel, Financial Analysis, Higher Education, PowerPoint, Microsoft Office, Customer Service, Teamwork, Microsoft Word, Time Management, Accounting, Access, Analysis, Team Leadership, Public Speaking, Financial Accounting, Data Analysis, QuickBooks, Management, Project Management, Financial Modeling, Strategic Planning, Social Media, Administrative..., Outlook, Event Planning, Training, Data Entry, Nonprofits, Leadership, Research, Fundraising, Sales, Team Building
Education
Winston-Salem State University 2011 — 2014
Bachelor of Science (BS), Accounting CPA track
Claflin University 2006 — 2010
Bachelor of Science (BS), Business with a concentration in Finance
Grunt Corps 6 Studios July 2010 - Present
T-Quad LLC March 2006 - May 2012
Wells Fargo July 2004 - August 2006
Education
Argosy University Atlanta 2005 — 2007
MBA, Business Adminstration
Clark Atlanta University 1991 — 1993
BA, International Business
Bank of America January 2014 - Present
Wells Fargo July 2012 - December 2013
Capgemini December 2011 - July 2012
Claflin University September 2008 - April 2011
Robotics Lab, Brown University June 2010 - August 2010
Center for Materials Research, Norfolk State University May 2008 - July 2008
Skills
C#, Java, C++, JavaScript, XML, SQL, jQuery, HTML, CSS, Python, Software Engineering, Web Development
Education
Claflin University 2007 — 2011
BS, Computer Engineering, 3.89/4.00
Biz Solutionary July 2014 - Present
Craft & Hobby Association December 2012 - February 2014
Wells Fargo 1995 - 2000
Skills
Strategic Planning, Executive Management, Business Process..., Business Strategy, Trade Shows, Social Media Marketing, Leadership, Blogging, Event Planning, Marketing Strategy, Marketing Communications, Public Relations, Troubleshooting, Retail, Accounting, Project Coordination
Education
Clarion University of Pennsylvania
Bachelor's Degree, Accounting and Economics, Magna Cum Laude
PCC Volunteer Literacy Tutor (VLT) September 2014 - June 2015
Wells Fargo February 2012 - March 2014
United States Postal Service November 2008 - February 2012
Office Team; Staffing Solutions LLC January 2007 - April 2008
The Standard May 2000 - December 2006
Portland State University September 1997 - June 1999
Education
Portland State University
Graduate Teacher Education Program (GTEP)
Portland Community College
Continuing Education
Portland State University 1997 — 2000
Master's Degree, English
Portland State University 1995 — 1997
Bachelor's Degree, English (With Honors); Minor in Sociology
Clackamas Community College 1991 — 1994
Wells Fargo July 2003 - Present
Wells Fargo Home Mortgage July 1998 - June 2003
Fleet Mortgage Group July 1995 - June 1998
Shawmut Mortgage Company January 1995 - June 1995
Countrywide Home Loans August 1988 - January 1994
Skills
Compliance, Risk Management, Mortgage, Risk, Accounting
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1991 — 1994
MBA, Finance
San Diego State University-California State University 1985 — 1987
B.S., Finance
Wells Fargo February 2010 - Present
Pulsar Prime February 2009 - February 2010
Intuit November 2009 - December 2009
Intuit July 2009 - July 2009
Parascale January 2009 - February 2009
FormFactor November 2008 - December 2008
Sun Microsystems May 2008 - September 2008
General Electric (contractor) May 2008 - September 2008
symantec May 2006 - November 2007
sun microsystems 1992 - 2006
Skills
Solaris, Unix, Linux, Disaster Recovery, Virtualization, System Architecture, Sun, Enterprise Architecture, Operating Systems, Integration, Unix Shell Scripting, High Availability, Databases, Servers, Testing, Cluster, Oracle, Performance Tuning, System Administration, Shell Scripting, Distributed Systems, NetApp, Red Hat Linux, Veritas Cluster Server, Perl, Enterprise Software, C, AIX, DB2, Websphere, Storage Virtualization, HP-UX, Axway Secure Transfer, Axway Synchrony...
Education
Claremont McKenna College 1972 — 1977
Bachelor of Arts (BA), Mathematics and Computer Science
Wells Fargo August 2015 - Present
Wells Fargo November 2013 - Present
Wells Fargo November 2013 - July 2015
Bank of America Merrill Lynch June 2013 - November 2013
Fifth Third Bank August 2012 - June 2013
Wells Fargo Bank May 2011 - May 2012
Morgan Stanley November 2004 - May 2008
MCI January 2004 - June 2004
MCI June 2001 - January 2004
Bank of America May 2000 - August 2000
Skills
Direct Marketing, Marketing Management, B2B, Budgeting, Marketing Strategy, Marketing Communications
Education
Clark Atlanta University 1999 — 2001
Master of Business Administration (MBA), Marketing
University of North Carolina at Charlotte - Belk College of Business
BA, Economics
Wells Fargo March 2008 - Present
Carol H. Williams Advertising December 2003 - February 2008
TMP Worldwide October 2000 - December 2003
Rich Gardner Advertising February 2000 - October 2000
CCS Consulting March 1998 - February 2000
Skills
Advertising, Healthcare, Account Management, Project Management, Business Strategy, Entertainment, Automotive
Education
Clark Atlanta University 1998 — 2000
Master of Business Administration (M.B.A.), Marketing
Clark Atlanta University 1992 — 1997
BA, Mass Media Arts
Dublin High School
Wells Fargo Securities January 2014 - Present
Wells Fargo Securities November 2012 - January 2014
Wells Fargo Bank January 2010 - November 2012
Wells Fargo March 2005 - December 2009
Wells Fargo March 2002 - March 2005
Orion Resources March 2000 - February 2001
Eclectic System Architectures, Inc. May 1999 - January 2000
Skills
Project Management, Microsoft Office, Proposal Writing, Microsoft Excel, Team Management, PowerPoint, Banking, Analysis, Business Analysis, Budgets, Cash Management, Corporate Finance, Leadership, Marketing, Process Improvement, Program Management, Sales Management, Strategic Planning, Team Building, Team Leadership
Education
Georgia State University - J. Mack Robinson College of Business 2003 — 2007
MBA, Finance
Clarion University of Pennsylvania 1994 — 1998
B.A., Political Science
ettain group July 2012 - Present
Wells Fargo March 2011 - January 2012
Apex Systems March 2011 - January 2012
Global Envision Technology March 2009 - March 2010
Dassault Systemes Americas Corp September 2006 - March 2009
Dassault Systemes January 1998 - January 2009
Dassault Systemes October 2002 - August 2006
ENOVIA R&D January 1998 - January 2006
Dassault Systemes July 2001 - September 2002
Dassault Systemes January 1998 - January 2001
Skills
Analysis, Product Lifecycle..., Gap Analysis, System Administration, Software Development, Requirements Analysis, SDLC, Software Project..., Program Management, SharePoint, Unix, Databases, Linux, User Acceptance Testing, HTML, Management, Troubleshooting, Project Management, Quality Assurance, Networking, Process Improvement, Cross-functional Team..., Operating Systems, Integration, Virtualization
Education
Clark Atlanta University
Master of Science, Computer Science
Clark Atlanta University
Bachelor of Science, Physics
Diplome Universitaire de Technologie
D.U.T, Civil Engineering
Gelber Group LLC April 2013 - Present
Nico Holdings LLC January 2012 - April 2013
Nico Trading February 2010 - January 2012
Pomona College August 2007 - December 2008
Wells Fargo January 2007 - July 2007
Skills
Options, Trading, Derivatives, Portfolio Management, Financial Markets
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2007 — 2010
M.S., Financial Engineering, Mathematics
Salisbury University 2003 — 2006
B.S., Applied Mathematics
Wells Fargo May 2014 - Present
Wells Fargo August 2013 - May 2014
Austin Restaurant Partners June 2012 - May 2013
Wells Fargo June 2009 - January 2011
Wells Fargo Capital Finance January 2008 - May 2009
Wells Fargo Capital Finance March 2006 - January 2008
Comerica Bank 2005 - 2006
Lehman Brothers August 1998 - June 2001
Skills
Credit Analysis, Loans, Credit, Commercial Lending, Underwriting, Asset Based Lending, Credit Risk, Commercial Banking, Financial Analysis, Financial Modeling, Banking, Leveraged Finance, Portfolio Management, Middle Market, Restaurants, Restaurant Management, M&A experience, Distressed Debt, Distressed M&A
Education
University of Southern California - Marshall School of Business 2001 — 2003
Master of Business Administration (MBA), Finance and Business Economics
Claremont McKenna College 1994 — 1998
Bachelor of Arts (BA), Philosophy, Politics, Economics
Wells Fargo Bank 2015 - Present
Wells Fargo July 2004 - July 2015
Wachovia 1999 - 2004
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2004
MBA
Clark Atlanta University 1993 — 1998
Wells Fargo July 2005 - Present
Wells Fargo Bank, Institution Retirement & Trust July 2005 - Present
BANK OF AMERICA February 2004 - July 2005
Private Banking Center January 1996 - January 2004
Bank of America January 2001 - January 2003
Private Banking Center January 1994 - January 1995
Hewlett-Packard May 1992 - August 1992
PRUDENTIAL MUTUAL FUND SERVICES January 1989 - January 1991
BANKERS TRUST COMPANY January 1988 - January 1989
Skills
Retirement, Retirement Planning, Investment Management, Financial Advisory, Employee Benefits, Mutual Funds, 401k, Wealth Management, Asset Allocation, Banking, Portfolio Management, Investments
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics
Clark Atlanta University 1991 — 1993
MBA, Finance
United States Senate Sergeant at Arms August 2014 - Present
Fannie Mae August 2013 - August 2014
Wells Fargo October 2011 - August 2013
Wells Fargo April 2010 - October 2011
Wachovia, A Wells Fargo Company June 2007 - April 2010
Skills
Accounting, Auditing, Financial Analysis, Internal Controls, Financial Reporting, Securities
Education
Gardner-Webb University 2009 — 2011
MAcc, Accounting
Clark Atlanta University 2003 — 2007
B.A., Accounting
Wells Fargo December 2010 - February 2012
The Coca-Cola Company February 1998 - June 2001
Skills
Project Management
Education
Clark Atlanta University 1990 — 1992
Master of Business Administration (M.B.A.), Marketing
Grinnell College 1982 — 1986
BA, Economics
Wells Fargo May 1997 - Present
Education
Troy State University 2003 — 2004
Executive Master of Business Administration, Management
Clark Atlanta University 1991 — 1993
Bachelor's Degree, Business Administration/Accounting
Spelman College 1989 — 1991
Economics
Wells Fargo March 2015 - Present
Wells Fargo September 2013 - March 2015
BlueCross BlueShield of SC June 2012 - September 2013
Blue Cross Blue Shield of South Carolina 2010 - June 2012
Wal-Mart Stores, Inc. 2008 - 2010
Skills
Internal Audit, Internal Controls, Risk Assessment, Sarbanes-Oxley, SAS70, Auditing, Accounting, Financial Analysis, Leadership, Process Improvement, Finance, Sarbanes-Oxley Act, Business Process..., Variance Analysis, Management, Analysis, Quality Auditing, US GAAP, CISA, External Audit, GAAP, Financial Audits, COSO, General Ledger, Financial Risk, IT Audit, Insurance, Risk Management, Forecasting, Financial Reporting, Enterprise Risk..., Financial Accounting, Accounts Receivable, Account Reconciliation
Education
Claflin University 2004 — 2008
B.S., Busines Admin, Concentration in Accounting
Frey and Company, Inc. October 1996 - Present
KPMG Consulting June 2000 - September 2000
Wells Fargo June 1997 - January 1998
Oracle November 1992 - September 1996
McKinsey & Company February 1990 - August 1991
Citicorp Investment Bank September 1985 - December 1988
Manufacturers Bank July 1983 - August 1985
Skills
Project Management, Management Consulting, Risk Management, Mergers, Strategy, Mergers & Acquisitions, Financial Reporting, Enterprise Software, Budgets
Education
IMD Business School 1989 — 1989
International MBA, International Business Administration
Claremont McKenna College 1981 — 1983
Economics
Wells Fargo January 2014 - Present
Title Company September 2011 - July 2013
Law Offices of Roslyn D. Morris July 2010 - September 2011
NCO Financial Systems July 2009 - July 2010
Skills
Legal Assistance, Notary Public, Real Estate, Personal Injury, Legal Writing
Education
Villanova University 2008 — 2009
Paralegal, Paralegal Studies
Clarion University of Pennsylvania 2002 — 2006
Bachelor, Business Finance/ Prelaw
Division of Health Care Financing and Policy at State of Nevada August 2012 - September 2013
State of Nevada November 2010 - August 2011
Wells Fargo April 2007 - June 2009
U.S. Bank September 2005 - September 2006
Pacific Continental Bank 2003 - 2005
Skills
Analysis, Policy Analysis, Data Analysis, Research, Access, Public Speaking, Strategic Planning, Microsoft Office, Microsoft Excel, Sales, Customer Service, Relationship Management, Retail Banking, Networking, Home Equity Loans, Business Communications, Editing, Inventory Management, Loan Origination, Consumer Lending, Small Business Lending
Education
University of Phoenix 2010 — 2013
Bachelor of Science (B.S.), Business Marketing
Clackamas Community College
AA, Business Management
Wells Fargo June 2014 - Present
Wells Fargo June 2012 - June 2014
Wells Fargo December 1999 - June 2012
Verizon August 1996 - August 1999
PSINet 1993 - 1996
Skills
Integration, Visio, Security, Testing, Vendor Management, Business Analysis, Process Improvement, Disaster Recovery, SDLC, IP, Routers
Education
Clarion University of Pennsylvania 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo September 1996 - Present
Wells Fargo Bank 1996 - Present
IRC July 1992 - June 1995
Citi April 1990 - June 1991
Citibank Khartoum, Sudan October 1985 - March 1990
Skills
SWIFT for..., International Treasury..., Treasury Management, Cash Management, Banking, Financial Services, Commercial Banking, Portfolio Management, Treasury Services, Payments, Cross Selling, Management, Finance
Education
Claremont Graduate School 1982 — 1984
Masters in Arts, Economics
University of Khartoum, Sudan 1978 — 1982
Bachelor of Science, Statistics/Econometrics
Amazon August 2015 - Present
Amazon April 2014 - July 2015
Kaiser Permanente September 2012 - August 2014
County Government Human Resources June 2013 - February 2014
Charming Charlie August 2011 - June 2013
Citrus Valley Health Partners June 2009 - June 2010
City of Duarte June 2008 - June 2009
Wells Fargo June 2007 - June 2008
UC Santa Barbara June 2006 - August 2006
Kaiser Permanente February 2005 - August 2006
Skills
Leadership, Microsoft Word, Strategic Planning, Organizational..., Human Resources, Coordination, Succession Planning, Community Outreach, Labor Management, Technical Recruiting, Organizational Needs..., Labor Relations, Forecasting, Statistical Modeling, Workforce Development, Analytics, Biotechnology, Business Development, Molecular Biology, Composition, Curriculum Design, Entrepreneurship, Economics, Financial Risk, GIS, Healthcare, Healthcare Management, Health Insurance, Key Performance..., Lifesciences, Network Administration, IT Operations, Problem Solving, Quality Assurance, Quality Management, Qualitative Research, Eviews, ArcGIS, Lean Manufacturing, Manufacturing..., SOP development
Education
Claremont Graduate University
Certificate in Human Resource Management, Economics
University of California, Riverside 2010 — 2013
Economics, Econometrics and Quantitative Economics
University of Nebraska Medical Center 2010 — 2010
SMDEP
Rio Hondo College 2008 — 2012
Math and Science
University of California, Santa Barbara 2006 — 2008
Technical Management
State Bank & Trust Company April 2015 - Present
GE Capital July 2008 - Present
Wells Fargo April 2013 - April 2015
SunTrust Bank January 1999 - July 2008
Skills
Credit, Portfolio Management, Loans, Commercial Banking, Banking, Finance, Commercial Lending
Education
Clark Atlanta University 2007 — 2009
Master of Business Administration (MBA)
The University of Georgia 1995 — 1999
Bachelor of Business Administration (BBA), Marketing
Keck Graduate Institute August 2010 - Present
University of the Pacific September 2006 - June 2010
Wells Fargo September 1996 - June 2001
Education
Claremont Graduate University
PhD, Management
University of California, Los Angeles
MBA, Finance
Cal-Am Properties, Inc. June 2005 - Present
Pacific Life 1993 - 2005
SunAmerica Financial Group 1987 - 1993
Wells Fargo 1982 - 1986
Skills
Public Speaking, Contract Negotiation, Strategic Planning, Finance, Financial Analysis, Budgets
Education
The University of Chicago Booth School of Business 1980 — 1982
MBA, Finance
Claremont McKenna College 1977 — 1981
ba, economics
Fairway Independent Mortgage Corporation March 2015 - Present
Pinnacle Capital Mortgage Corp May 2013 - March 2015
Wells Fargo August 2012 - April 2013
Umpqua Bank September 2007 - September 2012
First Magnus Financial 2005 - 2007
Union Planters Bank 2003 - 2005
M&T Bank 2002 - 2003
Fleet Mortgage/WAMU 1997 - 2002
Mortgage Market, Inc. 1995 - 1997
Skills
Mortgage Lending, FHA, Mortgage Banking, Loan Origination, Refinance, Loans, Residential Mortgages, Credit, Investment Properties, Credit Analysis, USDA, VA loans, Real Estate Financing, Retail Banking, Mortgage Underwriting, Loan Servicing, Banking, Small Business Lending, Construction Loans, Credit Risk, Underwriting, Consumer Lending, FHA financing, Mortgage Servicing, FHA Financing, VA Loans, First Time Home Buyers, Real Estate, Customer Service, Government Loans, Commercial Lending
Education
Clackamas Community College 1992 — 1993
General Studies
clackamas high school 1988 — 1991
HS & ASSOCIATES 1999 - Present
Citicorp Securities, Inc. January 1997 - December 1998
The Geneva Companies 1994 - 1996
Cruttenden & Company 1992 - 1994
Heller Financial, Inc. 1989 - 1992
Wells Fargo 1982 - 1989
Skills
Mergers, Finance, Business Development, Banking, Negotiation, Financial Services, Strategy, Acquisitions, Business Modeling, Brokers, Structures, Private Equity, Venture Capital, Due Diligence, Valuation, Corporate Finance, Investments, Private Placements, Asset Managment, Financial Modeling, Mergers & Acquisitions, Restructuring, Financial Analysis, Leadership, Management, Equities, Business Strategy, Financial Structuring, Mutual Funds, Investment Management, Executive Management, Corporate Development, Real Estate, Funding, Portfolio Management, Alternative Investments, Leveraged Finance, Start-ups, Investment Banking, Entrepreneurship, Business Valuation, IPO, Capital Markets
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1980 — 1982
MA, Management
Fordham University
B.S.B.A., Finance/Marketing
San Diego Law Review August 2015 - Present
PwC June 2015 - August 2015
United States Bankruptcy Court for the Southern District of California August 2014 - December 2014
U.S. District Court for the Southern District of California June 2014 - August 2014
Express Identification Products December 2012 - August 2013
Wells Fargo July 2011 - August 2012
Rutberg & Company May 2011 - July 2011
Glass, Lewis & Co. March 2011 - May 2011
CASEY GERRY SCHENK FRANCAVILLA BLATT & PENFIELD LLP September 2010 - January 2011
Merrill Lynch June 2009 - August 2009
Education
University of San Diego School of Law 2013 — 2016
Juris Doctor Candidate, Business and Corporate Law Concentration
UC Berkeley Extension 2012 — 2012
Certificate in Business Presentation Skills
Claremont McKenna College 2006 — 2010
Bachelor of Arts, Financial Economics
La Jolla High School 2002 — 2006
OANDA December 2013 - Present
PayPal 2009 - 2013
Citibank 2007 - 2009
Citibank 2003 - 2006
Citibank 2000 - 2003
Citibank 1999 - 2000
Advanta 1996 - 1999
Standard Chartered Bank 1994 - 1996
Wells Fargo 1991 - 1994
McKinsey & Company 1988 - 1991
Skills
E-payments, Mobile Payments, Credit Cards, Payments, E-commerce, Analytics, Mobile Commerce, Product Management, Electronic Payments, Payment Card Processing, Payment Systems, Strategic Partnerships, Full P&L Responsibility, Retail Banking, Financial Services, Banking, P&L Management, Customer Acquisition, Strategy, Management, Finance, Portfolio Management, Product Development, Executive Management
Education
Harvard Business School 1986 — 1988
Master of Business Administration (MBA)
Claremont McKenna College 1979 — 1983
Bachelor of Arts (BA), Math-Economics, Magna Cum Laude
The Portland Clinic South August 2014 - Present
Wells Fargo November 2006 - September 2010
Capital Real Estate Finance January 2002 - January 2006
Skills
Customer Service, Microsoft Office, Leadership, Microsoft Excel, Banking, Financial Analysis, FHA, Risk Management
Education
Clackamas Community College 2013 — 2014
AssociateofArtsOregonTransferDegree
Clark College 2011 — 2013
ElCaminoHighSchool 1996 — 2000
HighSchoolDiploma
West Linn Wilsonville School District February 2009 - Present
Holland Constuction May 2013 - March 2014
Wells Fargo April 2011 - May 2013
Aerotek June 2010 - May 2011
Oswego Lake House LLC DBA Centanni January 2009 - March 2010
Max's August 2007 - December 2009
Skills
Coaching, Problem Solving, Teamwork, POS, Customer Service, Data Analysis, Food Cost Analysis, Financial Transactions, Fraud Detection, Microsoft Excel, Financial Analysis, Financial Reporting, Youth Mentoring, Loss Recovery, Research, Regulatory Documentation
Education
University of Oregon 2006 — 2008
Clackamas Community College 2003 — 2005
Associate of Arts (AA)
West Linn High School 1999 — 2003
Lane Community College
Bank of America February 2014 - Present
Bank of America November 2011 - January 2014
Bank of America August 2010 - November 2011
Wells Fargo July 2006 - August 2010
T-Mobile September 2003 - July 2006
Skills
Commercial Banking, Credit Analysis, Banking, Credit, Credit Risk
Education
Keller Graduate School of Management of DeVry University 2004 — 2006
Master of Business Administration (MBA), Financial Analysis, 3.86
Clark Atlanta University 2000 — 2003
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law, 3.26
Wells Fargo March 2013 - September 2013
Bonwick Capital Partners September 2012 - October 2012
JP Morgan Chase May 2009 - August 2011
Ameriprise Financial June 2005 - May 2009
Scottrade January 2004 - December 2004
EY September 2000 - October 2002
Skills
Credit Analysis, Credit, Series 6, Small Business Lending, Consumer Lending, Loans, Commercial Lending, Lines Of Credit, Commercial Banking, Loan Origination, Mortgage Lending, Retail Banking, Mortgage Banking, Cross Selling, Banking, Refinance, Portfolio Management, Private Banking, Series 63
Education
Fordham University - Graduate School of Business Administration 2003 — 2005
Master of Business Administration (MBA), Finance, General
Clark Atlanta University 1995 — 2000
Master of Arts (MA), Accounting
Electrolux Major Appliances via Hunter Hollis October 2012 - March 2013
Wells Fargo June 1996 - October 2011
Skills
Bank Reconciliation, G/L Reconciliations, Month End Close, Accruals, Journal Entries, General Ledger, Payroll, Forecasting, Financial Reporting, Reporting & Analysis, Mergers & Acquisitions, SOX Compliancy, JD Edwards, Hyperion Enterprise, PeopleSoft, Access, Essbase, Oracle, Management
Education
Strayer University 2004 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
Claflin University 1991 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General
Wells Fargo June 2015 - Present
SingleSource Property Solutions LLC June 2008 - June 2015
Education
Clarion University of Pennsylvania 2000 — 2004
Bachelor arts & sciences, Communications
Clarion University of Pennsylvania 2000 — 2004
Bachelor of Arts & Sciences, Communications
First Capital Federal Credit Union April 2013 - Present
First Capital Federal Credit Union May 2011 - March 2013
Wells Fargo March 2009 - April 2011
Education
Clarion University of Pennsylvania 2002 — 2006
Bachelor of Business Administration (B.B.A.)
Wells Fargo July 2015 - Present
US Bank September 2013 - November 2014
Wells Fargo April 2011 - August 2013
Wells Fargo September 2007 - April 2011
Skills
Banking, Credit, Loans, Customer Service, Retail Banking, Credit Analysis, Commercial Banking, Risk Management, Mortgage Lending, Financial Analysis, Sales, Sales Management, Sales Presentations, Market Research, Marketing Strategy, New Client Acquisitions, Client Liaison, Employee Training, Employee Management, Employee Engagement, Expense Management, Budget Management, Leadership
Education
Clark Atlanta University
Wells Fargo December 2002 - Present
Education
Clark Atlanta University 1998 — 2002
Bachelor of Arts (B.A.), Finance, General
Teachers R Us Staffing June 2015 - Present
Teachers R Us Staffing April 2015 - June 2015
Wells Fargo June 2013 - November 2014
Bakers Footwear Group August 2010 - July 2012
Skills
PowerPoint, Customer Service, Microsoft Word, Sales, Coaching, Microsoft Office, Teamwork, Data Entry, Microsoft Excel, Store Operations, Teaching
Education
Clark Atlanta University 2007 — 2014
Bachelor of Science (B.S.), Biology, General