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
Employee
Years
Job
Industry
Paul Brand Paul Brand's Wells Fargo Experience 1992 - Present
Job Technology Manager at Wells Fargo Bank, NA
Industry Financial Services
Experience
Wells Fargo 1992 - Present
Skills
Process Improvement, Business Analysis, PeopleSoft, SDLC, Management, Benefits Administration, Requirements Analysis, Vendor Management, Requirements Gathering, SQL, Program Management, Business Process..., Project Management, Change Management, Enterprise Architecture, Analysis, Business Process, IT Strategy, Cross-functional Team..., HRIS, Human Resources
Education
Colgate University 1984 — 1988
BA, Music, German
University of St. Thomas 1996 — 2001
MS, Software Engineering
University of Minnesota-Twin Cities 1990 — 1992
Music Education
Albert-Ludwigs-Universität Freiburg im Breisgau 1986 — 1986
German Literature
Wells Fargo 1992 - Present
Skills
Process Improvement, Business Analysis, PeopleSoft, SDLC, Management, Benefits Administration, Requirements Analysis, Vendor Management, Requirements Gathering, SQL, Program Management, Business Process..., Project Management, Change Management, Enterprise Architecture, Analysis, Business Process, IT Strategy, Cross-functional Team..., HRIS, Human Resources
Education
Colgate University 1984 — 1988
BA, Music, German
University of St. Thomas 1996 — 2001
MS, Software Engineering
University of Minnesota-Twin Cities 1990 — 1992
Music Education
Albert-Ludwigs-Universität Freiburg im Breisgau 1986 — 1986
German Literature
Tatum Willoughby Tatum Willoughby's Wells Fargo Experience August 2013 - September 2013
Job Actress
Industry Entertainment
Experience
Indigo Films August 2014 - August 2014
Fast and Furious 7 June 2014 - June 2014
Benzo Couture November 2013 - November 2013
Granton Casino September 2013 - September 2013
Well's Fargo August 2013 - September 2013
Days With Zahrah-Kron 4 February 2010 - December 2012
Oakland Rising 2012 - 2012
Animated voiceover Youtube chat May 2009 - July 2009
Skills
Entertainment, Film Production, Fundraising, Activism, Theatre, Music, Voice Over, Makeup Artistry, Songwriting, Pole Dancing
Education
College of Alameda 2011 — 2018
N/A, Arts, Entertainment, and Media Management, A
Laney College 2010 — 2011
N/A, Arts, Entertainment, and Media Management, A
Indigo Films August 2014 - August 2014
Fast and Furious 7 June 2014 - June 2014
Benzo Couture November 2013 - November 2013
Granton Casino September 2013 - September 2013
Well's Fargo August 2013 - September 2013
Days With Zahrah-Kron 4 February 2010 - December 2012
Oakland Rising 2012 - 2012
Animated voiceover Youtube chat May 2009 - July 2009
Skills
Entertainment, Film Production, Fundraising, Activism, Theatre, Music, Voice Over, Makeup Artistry, Songwriting, Pole Dancing
Education
College of Alameda 2011 — 2018
N/A, Arts, Entertainment, and Media Management, A
Laney College 2010 — 2011
N/A, Arts, Entertainment, and Media Management, A
Wayne Hastad Wayne Hastad's Wells Fargo Experience February 2014 - Present
Job Regional Bank Private Banker 2, Vice President
Industry Financial Services
Experience
Wells Fargo February 2014 - Present
Wells Fargo Bank November 2012 - February 2014
Wells Fargo May 2010 - November 2012
Intellifuel Systems, Inc. August 2007 - May 2010
The Home Depot December 2004 - August 2007
Skills
Professional Services, Experienced Sales..., Sales Presentations, Consumer Lending, Small Business Lending, Cold Calling, Financial Services, Loans, Cross Selling, Series 6, Series 63, Account Management, FHA, Lines Of Credit, Loan Origination, Relationship Management, Series 7, Credit, Fixed Annuities, Wealth Management, Mutual Funds, Investments, Small Business, Private Banking, Commercial Lending, Sales, Microsoft Office, Customer Service, Leadership, Banking, Mortgage Lending
Education
University of Central Florida 2004 — 2006
Bachelor's degree, Organizational Communication, General
College of Central Florida 2001 — 2004
Associate of Arts (A.A.), Mass Communication/Media Studies
Wells Fargo February 2014 - Present
Wells Fargo Bank November 2012 - February 2014
Wells Fargo May 2010 - November 2012
Intellifuel Systems, Inc. August 2007 - May 2010
The Home Depot December 2004 - August 2007
Skills
Professional Services, Experienced Sales..., Sales Presentations, Consumer Lending, Small Business Lending, Cold Calling, Financial Services, Loans, Cross Selling, Series 6, Series 63, Account Management, FHA, Lines Of Credit, Loan Origination, Relationship Management, Series 7, Credit, Fixed Annuities, Wealth Management, Mutual Funds, Investments, Small Business, Private Banking, Commercial Lending, Sales, Microsoft Office, Customer Service, Leadership, Banking, Mortgage Lending
Education
University of Central Florida 2004 — 2006
Bachelor's degree, Organizational Communication, General
College of Central Florida 2001 — 2004
Associate of Arts (A.A.), Mass Communication/Media Studies
Joseph Underwood's Wells Fargo Experience February 2010 - September 2012
Job Hard work, attention to detail, teamwork... Always strive to be the BEST!
Industry Hospital & Health Care
Experience
Serenity Dentistry Spa July 2014 - Present
DHS Ventures January 2014 - July 2014
Park Dental of Ocala P.A. April 2013 - January 2014
Aspen Dental Management, Inc. (ADMI) September 2012 - April 2013
Wells Fargo February 2010 - September 2012
Skills
Learning Quickly, Management, Dental Insurance, Dental Software, Eaglesoft, Teamwork, Team Building, Team-oriented, Dependable Team Player, Organization, Friendly Personality, Drama Free, Christian Ministry, Always Punctual, Goal Oriented, Time Management, Integrity, Highly detail oriented, Motivated self-starter, Organization, Social Skills, Positive Team Player, Telephone Skills, Organizational..., Business, Accounts Receivable, Healthcare, Leadership, Customer Service, Microsoft Word, Sales, Training, Coaching
Education
College of Central Florida 2012 — 2015
Associate's Degree, Engineering
Serenity Dentistry Spa July 2014 - Present
DHS Ventures January 2014 - July 2014
Park Dental of Ocala P.A. April 2013 - January 2014
Aspen Dental Management, Inc. (ADMI) September 2012 - April 2013
Wells Fargo February 2010 - September 2012
Skills
Learning Quickly, Management, Dental Insurance, Dental Software, Eaglesoft, Teamwork, Team Building, Team-oriented, Dependable Team Player, Organization, Friendly Personality, Drama Free, Christian Ministry, Always Punctual, Goal Oriented, Time Management, Integrity, Highly detail oriented, Motivated self-starter, Organization, Social Skills, Positive Team Player, Telephone Skills, Organizational..., Business, Accounts Receivable, Healthcare, Leadership, Customer Service, Microsoft Word, Sales, Training, Coaching
Education
College of Central Florida 2012 — 2015
Associate's Degree, Engineering
Ashley Shuler's Wells Fargo Experience January 2013 - October 2013
Job Branch Manager at Tidelands Bank
Industry Banking
Experience
Tidelands Bank November 2013 - Present
Wells Fargo January 2013 - October 2013
TD October 2005 - January 2013
Skills
Relationship Banking., Community Involvement, Customer Service, Credit, Time Management, Sales, Networking, Loans, Customer Retention, Credit Analysis, Retail Banking, Financial Analysis, Commercial Banking
Education
College of Charleston 2000 — 2005
Middleton High School 1997 — 2000
Tidelands Bank November 2013 - Present
Wells Fargo January 2013 - October 2013
TD October 2005 - January 2013
Skills
Relationship Banking., Community Involvement, Customer Service, Credit, Time Management, Sales, Networking, Loans, Customer Retention, Credit Analysis, Retail Banking, Financial Analysis, Commercial Banking
Education
College of Charleston 2000 — 2005
Middleton High School 1997 — 2000
Bo Crouch Bo Crouch's Wells Fargo Experience December 2014 - Present
Job Personal Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2014 - Present
Wells Fargo June 2014 - December 2014
Skills
Trucking, Sales, Training, Team Building, Negotiation, Logistics, Strategic Planning, Customer Service, Account Management
Education
College of Charleston 2007 — 2011
Bachelor of Science, Business Administration
Wells Fargo December 2014 - Present
Wells Fargo June 2014 - December 2014
Skills
Trucking, Sales, Training, Team Building, Negotiation, Logistics, Strategic Planning, Customer Service, Account Management
Education
College of Charleston 2007 — 2011
Bachelor of Science, Business Administration
William Bayles's Wells Fargo Experience January 2013 - September 2013
Job Vice President of Sales at PeoplEase
Industry Transportation/Trucking/Railroad
Experience
PeoplEase June 2014 - Present
Mount Pleasant Swim Club January 2008 - Present
Total Quality Logistics September 2013 - February 2014
Wells Fargo January 2013 - September 2013
First Reliance Bank April 2012 - December 2012
Skills
Sales, Customer Service, Relationship Management, Consultative Selling, Property & Casualty..., Workers Compensation, Human Resources, Payroll Administration, DOT Compliance, Management, Leadership, Negotiation, Logistics Management, Affordable Care Act, Solution Implementation, Recruiting, Sales Presentations, Pricing Strategy, Team Building, Microsoft Office, Cold Calling, Credit, Communication Skills, Loans, Banking, Notary Public, Coaching, Team Management, Financial Services, Business Coaching, Business Relationship..., Business Writing, Computer Proficiency, Social Media..., Sports Coaching, CPR Certified, Guitar, Swimming, Red Cross Certified...
Education
College of Charleston 2007 — 2011
Bachelor's Degree, Business Administration and Management, General
Kennesaw Mountain High School 2003 — 2007
High School Diploma (Dual Seal), College/University Preparatory and Academy of Finance
PeoplEase June 2014 - Present
Mount Pleasant Swim Club January 2008 - Present
Total Quality Logistics September 2013 - February 2014
Wells Fargo January 2013 - September 2013
First Reliance Bank April 2012 - December 2012
Skills
Sales, Customer Service, Relationship Management, Consultative Selling, Property & Casualty..., Workers Compensation, Human Resources, Payroll Administration, DOT Compliance, Management, Leadership, Negotiation, Logistics Management, Affordable Care Act, Solution Implementation, Recruiting, Sales Presentations, Pricing Strategy, Team Building, Microsoft Office, Cold Calling, Credit, Communication Skills, Loans, Banking, Notary Public, Coaching, Team Management, Financial Services, Business Coaching, Business Relationship..., Business Writing, Computer Proficiency, Social Media..., Sports Coaching, CPR Certified, Guitar, Swimming, Red Cross Certified...
Education
College of Charleston 2007 — 2011
Bachelor's Degree, Business Administration and Management, General
Kennesaw Mountain High School 2003 — 2007
High School Diploma (Dual Seal), College/University Preparatory and Academy of Finance
Logan Shedd's Wells Fargo Experience January 2013 - August 2013
Job Director, Commercial Lending Products at Noesis
Industry Financial Services
Experience
Noesis March 2015 - Present
Lending Club September 2013 - March 2015
CoFoundersLab 2012 - March 2015
Per Diem Restaurant March 2011 - October 2013
The Founder Institute June 2013 - September 2013
Wells Fargo January 2013 - August 2013
The Brick Yard June 2010 - September 2012
Wells Fargo August 2006 - January 2011
Skills
Entrepreneurship, Leadership, Management, Sales, Banking, Finance, Start-ups, Relationship Management, Commercial Lending, FinTech, Strategy, Product Management, Social Media Marketing, CRM, Social Media, Social Networking, Event Planning
Education
Colby Sawyer College 1998 — 2002
Bachelor of Science (B.S.), Business
Noesis March 2015 - Present
Lending Club September 2013 - March 2015
CoFoundersLab 2012 - March 2015
Per Diem Restaurant March 2011 - October 2013
The Founder Institute June 2013 - September 2013
Wells Fargo January 2013 - August 2013
The Brick Yard June 2010 - September 2012
Wells Fargo August 2006 - January 2011
Skills
Entrepreneurship, Leadership, Management, Sales, Banking, Finance, Start-ups, Relationship Management, Commercial Lending, FinTech, Strategy, Product Management, Social Media Marketing, CRM, Social Media, Social Networking, Event Planning
Education
Colby Sawyer College 1998 — 2002
Bachelor of Science (B.S.), Business
Daniel Kirk's Wells Fargo Experience August 2014 - Present
Job AVP, Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2014 - Present
Citizens Bank November 2012 - August 2014
Delaware Church of Christ June 2008 - May 2014
Wells Fargo Bank May 2005 - November 2012
Skills
Wealth Management, Private Banking, High Net Worth..., Investment Advisory, Series 7, Lines Of Credit, Home Equity Lines of..., Small Business Lending, Consumer Lending, Home Equity, Series 65, Series 63, Series 6, Trust Services, Investment Management, Credit, Securities, Mutual Funds, Retirement Planning, Asset Allocation, Mortgage Lending, Banking
Education
College for Financial Planning 2014 — 2015
CFP Candidate 2015
La Salle University 1993 — 1997
BA
LML through ML Chamber of Commerce
Wells Fargo August 2014 - Present
Citizens Bank November 2012 - August 2014
Delaware Church of Christ June 2008 - May 2014
Wells Fargo Bank May 2005 - November 2012
Skills
Wealth Management, Private Banking, High Net Worth..., Investment Advisory, Series 7, Lines Of Credit, Home Equity Lines of..., Small Business Lending, Consumer Lending, Home Equity, Series 65, Series 63, Series 6, Trust Services, Investment Management, Credit, Securities, Mutual Funds, Retirement Planning, Asset Allocation, Mortgage Lending, Banking
Education
College for Financial Planning 2014 — 2015
CFP Candidate 2015
La Salle University 1993 — 1997
BA
LML through ML Chamber of Commerce
Arleen Abarquez, PMP's Wells Fargo Experience July 2010 - March 2011
Job Head of Marketing, TCS Digital Enterprise at Tata Consultancy Services
Industry Information Technology and Services
Experience
Tata Consultancy Services - Global IT Services, Consulting & Outsourcing Company, Market Cap $80+B March 2014 - Present
ACA, Inc. July 2010 - Present
Infosys Technology, Ltd. - $7.7B consulting, services, outsourcing company February 2012 - September 2013
Gorilla Corporation March 2010 - October 2011
Wells Fargo July 2010 - March 2011
IBM January 2007 - March 2010
IBM January 2005 - January 2007
IBM January 2001 - January 2005
Asialink International January 2000 - January 2001
Ayala Corporation January 1997 - January 2000
Skills
Business Development, Program Management, Marketing Strategy, Enterprise Software, Global Marketing, Go-to-market Strategy, Analytics, E-commerce, Strategy, Software Project..., Product Marketing, Cloud Computing, Business Strategy, Channel Partners, Online Marketing, Outsourcing, Management, Start-ups, Field Marketing, Alliance Marketing, Leadership, Integration, SaaS, Mobile Devices, Lead Generation, Customer Acquisition, Strategic Alliances, Partner Development, Demand Generation, Multi-channel Marketing, Business Alliances, Digital Marketing, B2B, Product Management, Strategic Partnerships, Thought Leadership, Digital Strategy
Education
Leadership Education for Asian Pacifics, Inc. (LEAP) 2006 — 2006
Leadership Education For Asian Pacifics, Inc. (LEAP)
College of Charleston
BS
United States Naval Academy
Tata Consultancy Services - Global IT Services, Consulting & Outsourcing Company, Market Cap $80+B March 2014 - Present
ACA, Inc. July 2010 - Present
Infosys Technology, Ltd. - $7.7B consulting, services, outsourcing company February 2012 - September 2013
Gorilla Corporation March 2010 - October 2011
Wells Fargo July 2010 - March 2011
IBM January 2007 - March 2010
IBM January 2005 - January 2007
IBM January 2001 - January 2005
Asialink International January 2000 - January 2001
Ayala Corporation January 1997 - January 2000
Skills
Business Development, Program Management, Marketing Strategy, Enterprise Software, Global Marketing, Go-to-market Strategy, Analytics, E-commerce, Strategy, Software Project..., Product Marketing, Cloud Computing, Business Strategy, Channel Partners, Online Marketing, Outsourcing, Management, Start-ups, Field Marketing, Alliance Marketing, Leadership, Integration, SaaS, Mobile Devices, Lead Generation, Customer Acquisition, Strategic Alliances, Partner Development, Demand Generation, Multi-channel Marketing, Business Alliances, Digital Marketing, B2B, Product Management, Strategic Partnerships, Thought Leadership, Digital Strategy
Education
Leadership Education for Asian Pacifics, Inc. (LEAP) 2006 — 2006
Leadership Education For Asian Pacifics, Inc. (LEAP)
College of Charleston
BS
United States Naval Academy
Mike Arnett Mike Arnett's Wells Fargo Experience July 2006 - October 2010
Job Business Analyst
Industry Information Technology and Services
Experience
Premier Source November 2013 - Present
Central California Alliance for Health October 2010 - October 2013
Wells Fargo July 2006 - October 2010
Sprint March 2003 - July 2006
3D Pipeline January 2000 - June 2000
Coleman College January 2000 - June 2000
North Valley Precision March 1987 - September 1999
Skills
Program Management, Microsoft SQL Server, Process Improvement, Access, SQL, Testing, Project Management, Data Analysis, Windows Server, Networking, HTML, Technical Support, VBA, Time Management, Databases, Business Analysis, Analysis, Visio, Business Objects, Software Documentation, Troubleshooting, Microsoft Office, Data Warehousing, Data Migration, Crystal Reports, Requirements Analysis, Systems Analysis, Microsoft Excel, Tableau, VB.NET, Requirements Gathering, ASP, Active Directory, Oracle, Product Management, SharePoint
Education
TechSkills (San Jose, CA) 2010 — 2010
MCITP Certification (Microsoft Certified Information Technology Professional), MS SQL Server 2005, MS Server 2008, GPA = 4.0
Coleman College 1999 — 2000
AA, Computer Science
Premier Source November 2013 - Present
Central California Alliance for Health October 2010 - October 2013
Wells Fargo July 2006 - October 2010
Sprint March 2003 - July 2006
3D Pipeline January 2000 - June 2000
Coleman College January 2000 - June 2000
North Valley Precision March 1987 - September 1999
Skills
Program Management, Microsoft SQL Server, Process Improvement, Access, SQL, Testing, Project Management, Data Analysis, Windows Server, Networking, HTML, Technical Support, VBA, Time Management, Databases, Business Analysis, Analysis, Visio, Business Objects, Software Documentation, Troubleshooting, Microsoft Office, Data Warehousing, Data Migration, Crystal Reports, Requirements Analysis, Systems Analysis, Microsoft Excel, Tableau, VB.NET, Requirements Gathering, ASP, Active Directory, Oracle, Product Management, SharePoint
Education
TechSkills (San Jose, CA) 2010 — 2010
MCITP Certification (Microsoft Certified Information Technology Professional), MS SQL Server 2005, MS Server 2008, GPA = 4.0
Coleman College 1999 — 2000
AA, Computer Science
Cathy (Cathy Lindauer) Lopez, AAMS Cathy (Cathy Lindauer) Lopez, AAMS's Wells Fargo Experience January 2008 - November 2010
Job Financial Consultant at Comerica Securities Inc
Industry Financial Services
Experience
Comerica Securities Inc April 2015 - Present
Northpointe Financial July 2012 - April 2015
Dress For Success Phoenix 2012 - 2014
AXA Advisors July 2010 - July 2012
Wells Fargo January 2008 - November 2010
Wells Fargo Bank June 2005 - September 2008
Wells Fargo Bank 2002 - 2003
Wells Fargo Bank January 1996 - January 2002
Wells Fargo Bank January 1994 - January 1996
Skills
Retirement Planning..., Retirement Planning, Investments, Fixed Annuities, Securities, FINRA, Series 7, Wealth Management, Mutual Funds, Strategic Financial..., Retirement, Portfolio Management, Asset Managment, Wealth Management..., Asset Allocation, Financial Advisory, Alternative Investments, Series 9 & 10 Licensed, Life Insurance, Long-term care insurance
Education
College for Financial Planning
Asset Management
Comerica Securities Inc April 2015 - Present
Northpointe Financial July 2012 - April 2015
Dress For Success Phoenix 2012 - 2014
AXA Advisors July 2010 - July 2012
Wells Fargo January 2008 - November 2010
Wells Fargo Bank June 2005 - September 2008
Wells Fargo Bank 2002 - 2003
Wells Fargo Bank January 1996 - January 2002
Wells Fargo Bank January 1994 - January 1996
Skills
Retirement Planning..., Retirement Planning, Investments, Fixed Annuities, Securities, FINRA, Series 7, Wealth Management, Mutual Funds, Strategic Financial..., Retirement, Portfolio Management, Asset Managment, Wealth Management..., Asset Allocation, Financial Advisory, Alternative Investments, Series 9 & 10 Licensed, Life Insurance, Long-term care insurance
Education
College for Financial Planning
Asset Management
Heike Jennings's Wells Fargo Experience January 2014 - May 2014
Job AVP Compliance at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation June 2014 - Present
Wells Fargo January 2014 - May 2014
Wells Fargo October 2011 - May 2013
Wells Fargo Wealth Management June 2005 - October 2011
Skills
Finance, Loans, Analysis, Wealth Management, Asset Managment, Securities, Series 7, Business Development, Portfolio Management, Strategic Financial..., Financial Risk, Credit, Strategy, Investments, Banking, Tax, Financial Planning, Asset Management, Wealth Management..., Estate Planning
Education
College for Financial Planning
Accredited Asset Management Specialist
College for Financial Planning
Accredited Wealth Management Advisor
Western International University
Bachelor of Science (BS), Business /Finance
Regions Financial Corporation June 2014 - Present
Wells Fargo January 2014 - May 2014
Wells Fargo October 2011 - May 2013
Wells Fargo Wealth Management June 2005 - October 2011
Skills
Finance, Loans, Analysis, Wealth Management, Asset Managment, Securities, Series 7, Business Development, Portfolio Management, Strategic Financial..., Financial Risk, Credit, Strategy, Investments, Banking, Tax, Financial Planning, Asset Management, Wealth Management..., Estate Planning
Education
College for Financial Planning
Accredited Asset Management Specialist
College for Financial Planning
Accredited Wealth Management Advisor
Western International University
Bachelor of Science (BS), Business /Finance
Emily (Braseth) Riddle's Wells Fargo Experience September 2015 - Present
Job Vice President; Senior Treasury Management Sales Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2015 - Present
Wells Fargo November 2014 - August 2015
JPMorgan Chase September 2012 - October 2014
JP Morgan March 2012 - October 2012
J.P. Morgan April 2010 - March 2012
M&T Bank August 2008 - April 2010
M&T Bank June 2005 - August 2008
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Financial Analysis, Relationship Management, Underwriting, Cash Management, Treasury Management, Financial Services, Credit
Education
Colgate University 2001 — 2005
B.A., Sociology
Wells Fargo September 2015 - Present
Wells Fargo November 2014 - August 2015
JPMorgan Chase September 2012 - October 2014
JP Morgan March 2012 - October 2012
J.P. Morgan April 2010 - March 2012
M&T Bank August 2008 - April 2010
M&T Bank June 2005 - August 2008
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Financial Analysis, Relationship Management, Underwriting, Cash Management, Treasury Management, Financial Services, Credit
Education
Colgate University 2001 — 2005
B.A., Sociology
S. Victoria Kahn, J.D., LL.M. S. Victoria Kahn, J.D., LL.M.'s Wells Fargo Experience September 2014 - Present
Job Vice President, Fiduciary Advisory Specialist at Wells Fargo, Estate Planning and Tax Attorney
Industry Law Practice
Experience
Wells Fargo September 2014 - Present
Price, Postel & Parma LLP April 2011 - September 2014
Robert E. Ward & Associates June 2010 - December 2010
Robison, Belaustegui, Sharp & Low, P.C. June 2007 - August 2008
Skills
Corporate Law, Corporate Tax, Corporate Governance, Tax Law, Westlaw, Bankruptcy, Estate Planning, Trusts, Tax, Business Succession...
Education
Georgetown University Law Center 2009 — 2010
LL.M., Taxation; Estate Planning Certificate
University of California, Davis - School of Law 2006 — 2009
J.D.
Colgate University 2000 — 2004
BA, Honors in European History, cum laude
North Tahoe High School 1996 — 2000
H.S. Diploma
Wells Fargo September 2014 - Present
Price, Postel & Parma LLP April 2011 - September 2014
Robert E. Ward & Associates June 2010 - December 2010
Robison, Belaustegui, Sharp & Low, P.C. June 2007 - August 2008
Skills
Corporate Law, Corporate Tax, Corporate Governance, Tax Law, Westlaw, Bankruptcy, Estate Planning, Trusts, Tax, Business Succession...
Education
Georgetown University Law Center 2009 — 2010
LL.M., Taxation; Estate Planning Certificate
University of California, Davis - School of Law 2006 — 2009
J.D.
Colgate University 2000 — 2004
BA, Honors in European History, cum laude
North Tahoe High School 1996 — 2000
H.S. Diploma
Kira evsanaa's Wells Fargo Experience March 2012 - Present
Job Eager to make a difference in the world
Industry Banking
Experience
Wells Fargo March 2012 - Present
Family Dentistry July 2004 - March 2012
Skills
Analysis, Customer Service, Management, Employee Benefits, Accounting, Software Documentation, System Administration, Microsoft Excel, Microsoft Office, Access, Time Management, Data Analysis, Research, Policy, Strategic Planning, Public Speaking, Microsoft Word, Teamwork, Loan Servicing, Home Equity Loans, Mortgage Servicing, Outlook
Education
University of San Francisco 2015 — 2017
Master of Science (MS), Sustainable development and health economics
University of California, Davis 2008 — 2011
Bachelors of Arts, Economics
College of Alameda 2006 — 2008
AS, Mathematics
Wells Fargo March 2012 - Present
Family Dentistry July 2004 - March 2012
Skills
Analysis, Customer Service, Management, Employee Benefits, Accounting, Software Documentation, System Administration, Microsoft Excel, Microsoft Office, Access, Time Management, Data Analysis, Research, Policy, Strategic Planning, Public Speaking, Microsoft Word, Teamwork, Loan Servicing, Home Equity Loans, Mortgage Servicing, Outlook
Education
University of San Francisco 2015 — 2017
Master of Science (MS), Sustainable development and health economics
University of California, Davis 2008 — 2011
Bachelors of Arts, Economics
College of Alameda 2006 — 2008
AS, Mathematics
Chanele Williams Chanele Williams's Wells Fargo Experience April 1994 - November 1996
Job Telecommunications Professional
Industry Telecommunications
Experience
IHSS Public Authority January 2014 - Present
AT&T 1998 - 2013
Wells Fargo April 1994 - November 1996
Education
College of Alameda 1990 — 1991
Certificate - Computer Programming, Computer operations
IHSS Public Authority January 2014 - Present
AT&T 1998 - 2013
Wells Fargo April 1994 - November 1996
Education
College of Alameda 1990 — 1991
Certificate - Computer Programming, Computer operations
Vanessa Mata Vanessa Mata's Wells Fargo Experience September 2012 - May 2013
Job Sales at Citi
Industry Financial Services
Experience
Citi May 2013 - Present
Wells Fargo September 2012 - May 2013
Sprint February 2012 - March 2013
T -mobile May 2008 - January 2011
Verizon Wireless June 2008 - February 2009
Skills
Sales, Banking, Account Management, Customer Service, Loans, Customer Retention, Financial Services, Cold Calling, Sales Management, Relationship Management, Finance, Sales Presentations, Lead Generation, Credit, Retail Banking, Mortgage Lending, Commercial Banking, Consumer Lending, Customer Satisfaction, Financial Analysis, Investments, Exceed Sales Goals, Outside Sales, B2B Marketing, Consulting, Sales Effectiveness, Face to Face Sales, High Tech Sales, Direct Sales, Customer Oriented, Customer Support, Business Development, Versatility, CRM, Compliance, Sales Process..., Customer Experience, Cross Selling, Bilingual
Education
DeVry University 2015 — 2016
Bachelor of Science (B.S.), Marketing
College of Alameda 2010 — 2012
A.A Behavioral science
Citi May 2013 - Present
Wells Fargo September 2012 - May 2013
Sprint February 2012 - March 2013
T -mobile May 2008 - January 2011
Verizon Wireless June 2008 - February 2009
Skills
Sales, Banking, Account Management, Customer Service, Loans, Customer Retention, Financial Services, Cold Calling, Sales Management, Relationship Management, Finance, Sales Presentations, Lead Generation, Credit, Retail Banking, Mortgage Lending, Commercial Banking, Consumer Lending, Customer Satisfaction, Financial Analysis, Investments, Exceed Sales Goals, Outside Sales, B2B Marketing, Consulting, Sales Effectiveness, Face to Face Sales, High Tech Sales, Direct Sales, Customer Oriented, Customer Support, Business Development, Versatility, CRM, Compliance, Sales Process..., Customer Experience, Cross Selling, Bilingual
Education
DeVry University 2015 — 2016
Bachelor of Science (B.S.), Marketing
College of Alameda 2010 — 2012
A.A Behavioral science
Jonathan M. Cambra's Wells Fargo Experience July 2005 - September 2006
Job Founding Principal of SoulStyles Clothing Co.
Industry Apparel & Fashion
Experience
SoulStyles Clothing Co. July 2007 - Present
Trulia January 2013 - November 2014
Corinthian Colleges, Inc. December 2010 - January 2013
First National Lending September 2006 - December 2010
Wells Fargo July 2005 - September 2006
Skills
Business Development, New Business Development, Apparel, Sales, Sales Management, Team Leadership, Marketing, Marketing Strategy, Customer Service, Customer Satisfaction, Customer Retention, Consulting, Retail Banking, Mortgage Lending, Loan Origination, Public Relations, Self-starter, Real Estate, Creative Strategy, Creative Problem Solving
Education
College of Alameda 2001 — 2004
Associate of Science (A.S.), Business, Management, Marketing, and Related Support Services
SoulStyles Clothing Co. July 2007 - Present
Trulia January 2013 - November 2014
Corinthian Colleges, Inc. December 2010 - January 2013
First National Lending September 2006 - December 2010
Wells Fargo July 2005 - September 2006
Skills
Business Development, New Business Development, Apparel, Sales, Sales Management, Team Leadership, Marketing, Marketing Strategy, Customer Service, Customer Satisfaction, Customer Retention, Consulting, Retail Banking, Mortgage Lending, Loan Origination, Public Relations, Self-starter, Real Estate, Creative Strategy, Creative Problem Solving
Education
College of Alameda 2001 — 2004
Associate of Science (A.S.), Business, Management, Marketing, and Related Support Services
Emily Tajchman Emily Tajchman's Wells Fargo Experience December 2014 - Present
Job Branch Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2014 - Present
Wells Fargo January 2014 - December 2014
Wells Fargo February 2013 - January 2014
Wells Fargo April 2011 - February 2013
Skills
Banking, Loans, Credit, Mortgage Lending, Credit Analysis, Commercial Banking, Consumer Lending, Retail Banking, Small Business Lending, Commercial Lending, Loan Origination, Cross Selling, Lines Of Credit, Deposits, Refinance, Mortgage Banking, Home Equity Lines of..., Credit Risk, Cash Management, Branch Management, Residential Mortgages, Home Equity Loans, Branch Banking, Credit Cards, Loan Servicing, Financial Services, Internet Banking, Merchant Services, Team Leadership, Cross Functional Team...
Education
College of Central Florida
Wells Fargo December 2014 - Present
Wells Fargo January 2014 - December 2014
Wells Fargo February 2013 - January 2014
Wells Fargo April 2011 - February 2013
Skills
Banking, Loans, Credit, Mortgage Lending, Credit Analysis, Commercial Banking, Consumer Lending, Retail Banking, Small Business Lending, Commercial Lending, Loan Origination, Cross Selling, Lines Of Credit, Deposits, Refinance, Mortgage Banking, Home Equity Lines of..., Credit Risk, Cash Management, Branch Management, Residential Mortgages, Home Equity Loans, Branch Banking, Credit Cards, Loan Servicing, Financial Services, Internet Banking, Merchant Services, Team Leadership, Cross Functional Team...
Education
College of Central Florida
Kevin Stillman Kevin Stillman's Wells Fargo Experience February 1995 - May 2004
Job Income Generation | Wealth Protection | Legacy Creation Advisor
Industry Financial Services
Experience
Capital Strategies August 2008 - Present
ezPay October 2006 - August 2008
Wells Fargo February 1995 - May 2004
Skills
New Business Development, Business Development, Strategy, Commercial Banking, Organizational..., Entrepreneurship, Human Resources, Portfolio Management, Business Planning, Marketing, Sales Management, Strategic Planning, Team Building, Start-ups, Strategic Partnerships, Banking, Financial Analysis, Insurance, Investments, Finance, Sales, Small Business, Project Planning, Leadership, Cash Flow, Loans, Credit, Risk Management, Executive Management, Due Diligence, Financial Services, Business Strategy, Online Marketing, Brand Development, Lead Generation, Social Media, Underwriting, University Teaching, Mortgage Lending, Strategic Financial..., Retail Banking
Education
Drake University 1989 — 1992
MBA, Finance
College for Financial Planning 1989 — 1991
CFP, Financial Planning
Iowa State University - College of Business 1983 — 1987
BBA, Finance
Capital Strategies August 2008 - Present
ezPay October 2006 - August 2008
Wells Fargo February 1995 - May 2004
Skills
New Business Development, Business Development, Strategy, Commercial Banking, Organizational..., Entrepreneurship, Human Resources, Portfolio Management, Business Planning, Marketing, Sales Management, Strategic Planning, Team Building, Start-ups, Strategic Partnerships, Banking, Financial Analysis, Insurance, Investments, Finance, Sales, Small Business, Project Planning, Leadership, Cash Flow, Loans, Credit, Risk Management, Executive Management, Due Diligence, Financial Services, Business Strategy, Online Marketing, Brand Development, Lead Generation, Social Media, Underwriting, University Teaching, Mortgage Lending, Strategic Financial..., Retail Banking
Education
Drake University 1989 — 1992
MBA, Finance
College for Financial Planning 1989 — 1991
CFP, Financial Planning
Iowa State University - College of Business 1983 — 1987
BBA, Finance
William T. Alexander William T. Alexander's Wells Fargo Experience June 2015 - Present
Job Information Security Analyst at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo June 2015 - Present
HALE PRODUCTS, INC. A Unit of IDEX Corporation January 2015 - May 2015
Central Florida Health Alliance October 2014 - March 2015
DICK'S Sporting Goods August 2013 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Databases, Networking, Time Management, Windows, Windows 7, Computer Hardware, HTML, Troubleshooting, System Administration, Access, Software Installation
Education
College of Central Florida 2011 — 2015
Computer/Information Technology Administration and Management
West Port High School Ocala, Florida 2009 — 2013
Wells Fargo June 2015 - Present
HALE PRODUCTS, INC. A Unit of IDEX Corporation January 2015 - May 2015
Central Florida Health Alliance October 2014 - March 2015
DICK'S Sporting Goods August 2013 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Databases, Networking, Time Management, Windows, Windows 7, Computer Hardware, HTML, Troubleshooting, System Administration, Access, Software Installation
Education
College of Central Florida 2011 — 2015
Computer/Information Technology Administration and Management
West Port High School Ocala, Florida 2009 — 2013
Michelle Dixon Michelle Dixon's Wells Fargo Experience February 2009 - September 2013
Job Territory Manager at Horizon Pharma
Industry Financial Services
Experience
Horizon Pharma September 2013 - Present
Wells Fargo February 2009 - September 2013
Skills
Leadership, Sales, Mortgage Lending, Loans, Time Management, FHA, Mortgage Banking, Refinance, Loan Origination, Residential Mortgages, VA loans, FHA financing, USDA, Credit, First Time Home Buyers
Education
Coastal Carolina University 2003 — 2004
Coastal Carolina University, Psychology
College of Charleston 2000 — 2003
Psychology
Socastee High School 1996 — 2000
Diploma, all
Horizon Pharma September 2013 - Present
Wells Fargo February 2009 - September 2013
Skills
Leadership, Sales, Mortgage Lending, Loans, Time Management, FHA, Mortgage Banking, Refinance, Loan Origination, Residential Mortgages, VA loans, FHA financing, USDA, Credit, First Time Home Buyers
Education
Coastal Carolina University 2003 — 2004
Coastal Carolina University, Psychology
College of Charleston 2000 — 2003
Psychology
Socastee High School 1996 — 2000
Diploma, all
Brandy Atkinson Brandy Atkinson's Wells Fargo Experience May 2015 - Present
Job Home Mortgage Consultant NMLS 627469 at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo May 2015 - Present
ResMac, Inc February 2014 - April 2015
Ikon Financial Group August 2012 - February 2014
TD Bank, America's Most Convenient Bank May 2006 - February 2012
Weedram, LLC dba Club Habana December 1997 - May 2006
Skills
Calligraphy, Financial Analysis, Customer Service, Vendor Management, Business Development, Marketing, Training, Banking, Loans, Refinance, FHA, Mortgage Lending, Bookkeeping, VA loans, USDA, FHA financing, QuickBooks, Retail Banking, Small Business Lending, Consumer Lending, Budgets, Credit, Credit Analysis, Loan Origination, Management, Microsoft Word, Team Building, Small Business, Lines Of Credit, FHA Financing, VA Loans
Education
College of Charleston 2001 — 2004
Bachelor of Science (BS), Business Administration
Wells Fargo May 2015 - Present
ResMac, Inc February 2014 - April 2015
Ikon Financial Group August 2012 - February 2014
TD Bank, America's Most Convenient Bank May 2006 - February 2012
Weedram, LLC dba Club Habana December 1997 - May 2006
Skills
Calligraphy, Financial Analysis, Customer Service, Vendor Management, Business Development, Marketing, Training, Banking, Loans, Refinance, FHA, Mortgage Lending, Bookkeeping, VA loans, USDA, FHA financing, QuickBooks, Retail Banking, Small Business Lending, Consumer Lending, Budgets, Credit, Credit Analysis, Loan Origination, Management, Microsoft Word, Team Building, Small Business, Lines Of Credit, FHA Financing, VA Loans
Education
College of Charleston 2001 — 2004
Bachelor of Science (BS), Business Administration
Nassim Nick Elias, CFP Nassim Nick Elias, CFP's Wells Fargo Experience June 2001 - February 2004
Job Vice President, Senior Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2009 - Present
Florida State College at Jacksonville January 2004 - December 2009
SunTrust Bank October 2005 - June 2009
SunTrust Bank February 2004 - October 2005
Wells Fargo June 2001 - February 2004
Ameriprise Financial Services, Inc. November 1998 - June 2001
Education
College for Financial Planning 1999 — 2003
Certified Financial Planner
University of North Florida - College of Business Administration 1994 — 1998
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Fidelity Investments June 2009 - Present
Florida State College at Jacksonville January 2004 - December 2009
SunTrust Bank October 2005 - June 2009
SunTrust Bank February 2004 - October 2005
Wells Fargo June 2001 - February 2004
Ameriprise Financial Services, Inc. November 1998 - June 2001
Education
College for Financial Planning 1999 — 2003
Certified Financial Planner
University of North Florida - College of Business Administration 1994 — 1998
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Lisa Bertagna Lisa Bertagna's Wells Fargo Experience April 2012 - Present
Job Senior Private Banker/Vice President
Industry Banking
Experience
Wells Fargo April 2012 - Present
J.P. Morgan January 1992 - March 2012
JP Morgan 1992 - 2000
Skills
Banking, Credit, Loans, Wealth Management, Investment Management, Wealth, Series 7, Real Estate, Financial Services, High Net Worth..., Private Banking, Portfolio Management, Investments, Series 63, Estate Planning, Brokerage, Asset Managment, Retirement Planning, Asset Management, Financial Advisory, IL Life Insurance...
Education
Northwestern University 1988 — 1992
Bachelor of Science, General Stuidies
Colby College 1985 — 1986
Wells Fargo April 2012 - Present
J.P. Morgan January 1992 - March 2012
JP Morgan 1992 - 2000
Skills
Banking, Credit, Loans, Wealth Management, Investment Management, Wealth, Series 7, Real Estate, Financial Services, High Net Worth..., Private Banking, Portfolio Management, Investments, Series 63, Estate Planning, Brokerage, Asset Managment, Retirement Planning, Asset Management, Financial Advisory, IL Life Insurance...
Education
Northwestern University 1988 — 1992
Bachelor of Science, General Stuidies
Colby College 1985 — 1986
Joe Eskridge Joe Eskridge's Wells Fargo Experience 2000 - 2007
Job Principal at HSC Wealth Advisors, dedicated to developing personalized financial management and investment strategies.
Industry Investment Management
Experience
HSC Wealth Advisors 2012 - Present
Genworth Financial 2008 - 2012
SunTrust Bank 2007 - 2007
Wells Fargo 2000 - 2007
Wake Forest University 1998 - 2000
Waste Management 1993 - 1998
ICF International 1991 - 1993
University of North Carolina at Chapel Hill 1987 - 1991
Skills
Financial Services, High Net Worth..., Securities, Risk Management, Wealth Management, Retirement, Tax, Strategic Financial..., Business Analysis, Mergers & Acquisitions, 401k, Private Equity, Retirement Planning, Leadership, Financial Risk, Financial Markets, Employee Benefits, Strategy, Estate Planning, Due Diligence, Financial Modeling, Banking, Managerial Finance, Bloomberg, Financial Advisory
Education
Wake Forest University - Babcock Graduate School of Management 1998 — 2000
Master of Business Administration (MBA), Finance
College for Financial Planning 2011 — 2012
CFP Mentor Professional Education Program
UNC Chapel Hill 1987 — 1991
Baccalaureate
HSC Wealth Advisors 2012 - Present
Genworth Financial 2008 - 2012
SunTrust Bank 2007 - 2007
Wells Fargo 2000 - 2007
Wake Forest University 1998 - 2000
Waste Management 1993 - 1998
ICF International 1991 - 1993
University of North Carolina at Chapel Hill 1987 - 1991
Skills
Financial Services, High Net Worth..., Securities, Risk Management, Wealth Management, Retirement, Tax, Strategic Financial..., Business Analysis, Mergers & Acquisitions, 401k, Private Equity, Retirement Planning, Leadership, Financial Risk, Financial Markets, Employee Benefits, Strategy, Estate Planning, Due Diligence, Financial Modeling, Banking, Managerial Finance, Bloomberg, Financial Advisory
Education
Wake Forest University - Babcock Graduate School of Management 1998 — 2000
Master of Business Administration (MBA), Finance
College for Financial Planning 2011 — 2012
CFP Mentor Professional Education Program
UNC Chapel Hill 1987 — 1991
Baccalaureate
Arlen Penfield, CFP®'s Wells Fargo Experience September 2003 - Present
Job Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2003 - Present
Skills
Wealth Management, Credit, Loans, Mortgage Lending, Private Banking, Banking, Commercial Lending, Portfolio Management, Series 7, Commercial Banking, Credit Analysis, Small Business Lending, Consumer Lending, Investments, Asset Allocation, Retail Banking, Investment Advisory, Strategic Financial..., Wealth Management..., Retirement Planning, Estate Planning, Financial Services, Finance, Wealth, Retirement, Financial Planning
Education
College for Financial Planning 2010 — 2012
Certified Financal Planner Certification Professional Educational Program
The Defiance College 2000 — 2003
Bachelor of Arts (B.A.), Finance, General
Lyndon State College 1999 — 2000
Wells Fargo September 2003 - Present
Skills
Wealth Management, Credit, Loans, Mortgage Lending, Private Banking, Banking, Commercial Lending, Portfolio Management, Series 7, Commercial Banking, Credit Analysis, Small Business Lending, Consumer Lending, Investments, Asset Allocation, Retail Banking, Investment Advisory, Strategic Financial..., Wealth Management..., Retirement Planning, Estate Planning, Financial Services, Finance, Wealth, Retirement, Financial Planning
Education
College for Financial Planning 2010 — 2012
Certified Financal Planner Certification Professional Educational Program
The Defiance College 2000 — 2003
Bachelor of Arts (B.A.), Finance, General
Lyndon State College 1999 — 2000
Joshua Warnock's Wells Fargo Experience October 2014 - Present
Job FullStack JavaScript Developer
Industry Computer Software
Experience
Wells Fargo October 2014 - Present
BlueYield November 2013 - October 2014
ICF International March 2013 - November 2013
Capital One June 2011 - March 2013
JPMorgan Chase September 2010 - June 2011
Bank of Oklahoma January 2008 - January 2010
Skills
JavaScript, Bootstrap, API, AngularJS, npm, SQL, Github, SAS Programming, jQuery, HTML5, Git, D3.js, JSON, MySQL, Express.js, Node.js, Mongo DB, VBA, Scrum, Balsamiq 3 Wire Framing, CSS, HTML, Bootstrap 3, Risk Management, Banking, Credit Analysis, Loans, Financial Analysis, Underwriting, Credit, Microsoft Excel, Finance, Relationship Management, Funding, Outlook, Microsoft Office, Data Analysis, Document Review, PowerPoint, Competitive Analysis, Customer Service, Financial Services, Credit Risk, Consumer Lending
Education
Orange County Code School 2015 — 2015
University of Central Oklahoma - College of Business Administration 2006 — 2009
Bachelors of Business Administration, Business Administration
University of Oklahoma 2002 — 2005
Business Administration
Wells Fargo October 2014 - Present
BlueYield November 2013 - October 2014
ICF International March 2013 - November 2013
Capital One June 2011 - March 2013
JPMorgan Chase September 2010 - June 2011
Bank of Oklahoma January 2008 - January 2010
Skills
JavaScript, Bootstrap, API, AngularJS, npm, SQL, Github, SAS Programming, jQuery, HTML5, Git, D3.js, JSON, MySQL, Express.js, Node.js, Mongo DB, VBA, Scrum, Balsamiq 3 Wire Framing, CSS, HTML, Bootstrap 3, Risk Management, Banking, Credit Analysis, Loans, Financial Analysis, Underwriting, Credit, Microsoft Excel, Finance, Relationship Management, Funding, Outlook, Microsoft Office, Data Analysis, Document Review, PowerPoint, Competitive Analysis, Customer Service, Financial Services, Credit Risk, Consumer Lending
Education
Orange County Code School 2015 — 2015
University of Central Oklahoma - College of Business Administration 2006 — 2009
Bachelors of Business Administration, Business Administration
University of Oklahoma 2002 — 2005
Business Administration
Jay Johnson, CPA Jay Johnson, CPA's Wells Fargo Experience December 2012 - Present
Job Financial Consultant at Wells Fargo
Industry Accounting
Experience
Wells Fargo December 2012 - Present
LB&A, Certified Public Accountants, PLLC January 2012 - December 2012
Toler, Bly & Associates, CPA, PLLC January 2011 - April 2011
Law Office of John F. Rudisill June 2008 - August 2008
Perigee.net 2004 - 2005
Skills
Tax Preparation, GAAP, Income Tax, Tax, CPA, Accounting, Sarbanes-Oxley Act, Tax Accounting, Tax Returns, Financial Analysis, General Ledger, Financial Reporting, Financial Accounting, Strategic Financial...
Education
University of North Carolina at Charlotte - Belk College of Business 2010 — 2012
MACC, Accounting
College of Charleston 2006 — 2010
B.S. BADM, Finance
Wells Fargo December 2012 - Present
LB&A, Certified Public Accountants, PLLC January 2012 - December 2012
Toler, Bly & Associates, CPA, PLLC January 2011 - April 2011
Law Office of John F. Rudisill June 2008 - August 2008
Perigee.net 2004 - 2005
Skills
Tax Preparation, GAAP, Income Tax, Tax, CPA, Accounting, Sarbanes-Oxley Act, Tax Accounting, Tax Returns, Financial Analysis, General Ledger, Financial Reporting, Financial Accounting, Strategic Financial...
Education
University of North Carolina at Charlotte - Belk College of Business 2010 — 2012
MACC, Accounting
College of Charleston 2006 — 2010
B.S. BADM, Finance
Benjamin Herrin Benjamin Herrin's Wells Fargo Experience April 2013 - October 2013
Job Team Lead Business Analyst at Dynamic Quest
Industry Information Technology and Services
Experience
Dynamic Quest April 2014 - Present
The Clearing House November 2013 - April 2014
Centerpoint Health 2014 - 2014
Wells Fargo April 2013 - October 2013
Ecolab March 2012 - April 2013
Solstas Lab Partners February 2010 - February 2012
Hanesbrands Inc. July 2009 - February 2010
Skills
SQL Server 2000-2008, Visual Studio, SSRS, Business Analysis, Operating Systems, C#, SQL, Microsoft Exchange, SSIS, Crystal Reports, Databases, SharePoint, T-SQL, Microsoft SQL Server, Troubleshooting, Active Directory, Visio, Agile Methodologies, Scrum, Windows, Windows Server, Database Administration, Requirements Analysis, Business Intelligence, Microsoft Technologies, Access, System Administration, DTS, Software Documentation, Integration, Database Design, Technical Support, XP, Visual Basic, Data Modeling, ETL, Data Analysis, Data Integration, Windows 7, MS Project, IIS, Stored Procedures, Disaster Recovery, Process Improvement, Software Development, Testing, Project Management, Network Administration, Systems Analysis, Data Warehousing
Education
National-Louis University 1992 — 1993
MS, Management
College of Charleston 1980 — 1984
BS, Mathematics
Dynamic Quest April 2014 - Present
The Clearing House November 2013 - April 2014
Centerpoint Health 2014 - 2014
Wells Fargo April 2013 - October 2013
Ecolab March 2012 - April 2013
Solstas Lab Partners February 2010 - February 2012
Hanesbrands Inc. July 2009 - February 2010
Skills
SQL Server 2000-2008, Visual Studio, SSRS, Business Analysis, Operating Systems, C#, SQL, Microsoft Exchange, SSIS, Crystal Reports, Databases, SharePoint, T-SQL, Microsoft SQL Server, Troubleshooting, Active Directory, Visio, Agile Methodologies, Scrum, Windows, Windows Server, Database Administration, Requirements Analysis, Business Intelligence, Microsoft Technologies, Access, System Administration, DTS, Software Documentation, Integration, Database Design, Technical Support, XP, Visual Basic, Data Modeling, ETL, Data Analysis, Data Integration, Windows 7, MS Project, IIS, Stored Procedures, Disaster Recovery, Process Improvement, Software Development, Testing, Project Management, Network Administration, Systems Analysis, Data Warehousing
Education
National-Louis University 1992 — 1993
MS, Management
College of Charleston 1980 — 1984
BS, Mathematics
James E. Cook, CFP® James E. Cook, CFP®'s Wells Fargo Experience October 2012 - Present
Job Assistant Vice President, Senior Regional Bank Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2012 - Present
Wells Fargo Advisors January 2012 - Present
Wells Fargo 2010 - 2012
Wells Fargo 2009 - 2010
Skills
Financial Services, Credit, Strategic Financial..., Wealth Management, Retirement Planning, High Net Worth..., Commercial Lending, Series 7, Series 63, Fixed Annuities, Mutual Funds, Series 6, Financial Planning, Series 66, Loans
Education
College for Financial Planning 2013 — 2014
CERTIFIED FINANCIAL PLANNER™, Professional Education Program, CFP® Certificant
West Virginia University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Wells Fargo October 2012 - Present
Wells Fargo Advisors January 2012 - Present
Wells Fargo 2010 - 2012
Wells Fargo 2009 - 2010
Skills
Financial Services, Credit, Strategic Financial..., Wealth Management, Retirement Planning, High Net Worth..., Commercial Lending, Series 7, Series 63, Fixed Annuities, Mutual Funds, Series 6, Financial Planning, Series 66, Loans
Education
College for Financial Planning 2013 — 2014
CERTIFIED FINANCIAL PLANNER™, Professional Education Program, CFP® Certificant
West Virginia University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Jim Travis Jim Travis's Wells Fargo Experience September 2004 - September 2011
Job First Vice President Wealth Management at UBS CERTIFIED FINANCIAL PLANNER™ and Financial Advisor
Industry Financial Services
Experience
UBS Financial Services Inc. September 2011 - Present
Wells Fargo September 2004 - September 2011
Morgan Stanley November 2000 - September 2004
Merrill Lynch June 1998 - November 2000
Wells Fargo October 1994 - May 1998
Education
Dickinson College 1984 — 1988
BA, Policy & Management Studies/Economics
Temple University - Fox School of Business and Management 1994 — 1997
MBA, Finance
College for Financial Planning 2004 — 2005
CFP, Financial Planning
UBS Financial Services Inc. September 2011 - Present
Wells Fargo September 2004 - September 2011
Morgan Stanley November 2000 - September 2004
Merrill Lynch June 1998 - November 2000
Wells Fargo October 1994 - May 1998
Education
Dickinson College 1984 — 1988
BA, Policy & Management Studies/Economics
Temple University - Fox School of Business and Management 1994 — 1997
MBA, Finance
College for Financial Planning 2004 — 2005
CFP, Financial Planning
Heidi Foster Heidi Foster's Wells Fargo Experience 2000 - April 2010
Job Wealth Advisor & Investment Manager, American Wealth Management
Industry Investment Management
Experience
American Wealth Management April 2010 - Present
Wells Fargo 2000 - April 2010
Bank of America January 1992 - January 2000
Skills
Alternative Investments, Strategic Financial..., Equities, Bonds, Funding, Analysis, Research, Customer Service, Public Speaking, Wealth Management, Investments, Asset Allocation, Investment Strategies, Retirement Planning, Investment Advisory, Series 7, Investment Management, Asset Managment, Portfolio Management, Mutual Funds, Securities, High Net Worth...
Education
University of Nevada-Reno 2007 — 2012
MBA, Business Admistration
College for Financial Planning 1997 — 2000
Financial Planning
University of Southern California - Marshall School of Business 1991 — 1995
BS, Business with an emphasis in Finance
Glendora High School 1987 — 1991
American Wealth Management April 2010 - Present
Wells Fargo 2000 - April 2010
Bank of America January 1992 - January 2000
Skills
Alternative Investments, Strategic Financial..., Equities, Bonds, Funding, Analysis, Research, Customer Service, Public Speaking, Wealth Management, Investments, Asset Allocation, Investment Strategies, Retirement Planning, Investment Advisory, Series 7, Investment Management, Asset Managment, Portfolio Management, Mutual Funds, Securities, High Net Worth...
Education
University of Nevada-Reno 2007 — 2012
MBA, Business Admistration
College for Financial Planning 1997 — 2000
Financial Planning
University of Southern California - Marshall School of Business 1991 — 1995
BS, Business with an emphasis in Finance
Glendora High School 1987 — 1991
Lori Crawford, J.D. Lori Crawford, J.D.'s Wells Fargo Experience February 2013 - August 2013
Job Senior Associate Advisory Financial Regulatory Risk at KPMG US
Industry Management Consulting
Experience
KPMG US October 2015 - Present
KPMG February 2014 - Present
Assurant August 2013 - February 2014
Wells Fargo February 2013 - August 2013
Wells Fargo January 2012 - January 2013
Capital Area Legal Services August 2010 - August 2011
Louisiana Legislative Black Caucus April 2011 - June 2011
Hewitt Associates July 2007 - March 2009
OnSite Resource Solutions July 2006 - July 2007
Careerbuilder.com April 2005 - July 2006
Skills
Legal Research, Legal Writing, Employment Law, Contract Negotiation, Negotiation, Mediation, PACER, Training Skills, Banking Law, Sourcing, Training, Interviews, Policy, Leadership, Human Resources, CRM, Analysis, Applicant Tracking..., Program Management, Risk Management, Employee Benefits, Change Management, Westlaw
Education
Southern University Law Center 2008 — 2011
JD, Law, 3.56
College of Charleston 1998 — 2002
BA, Communication
KPMG US October 2015 - Present
KPMG February 2014 - Present
Assurant August 2013 - February 2014
Wells Fargo February 2013 - August 2013
Wells Fargo January 2012 - January 2013
Capital Area Legal Services August 2010 - August 2011
Louisiana Legislative Black Caucus April 2011 - June 2011
Hewitt Associates July 2007 - March 2009
OnSite Resource Solutions July 2006 - July 2007
Careerbuilder.com April 2005 - July 2006
Skills
Legal Research, Legal Writing, Employment Law, Contract Negotiation, Negotiation, Mediation, PACER, Training Skills, Banking Law, Sourcing, Training, Interviews, Policy, Leadership, Human Resources, CRM, Analysis, Applicant Tracking..., Program Management, Risk Management, Employee Benefits, Change Management, Westlaw
Education
Southern University Law Center 2008 — 2011
JD, Law, 3.56
College of Charleston 1998 — 2002
BA, Communication
Jon Rienstra, CRPC® Jon Rienstra, CRPC®'s Wells Fargo Experience January 2009 - December 2009
Job Financial Advisor
Industry Financial Services
Experience
Running Wealth Management Group January 2010 - Present
Wells Fargo January 2009 - December 2009
JP Morgan Chase April 2000 - December 2008
Skills
Investments, Wealth Management, Series 7, Securities, Financial Services, Retirement, Financial Advisory, Finance, Life Insurance, Retirement Planning, IRAs, Mortgage Lending, Management, Insurance, Strategic Financial..., Fixed Annuities, Mutual Funds, Portfolio Management, Project Planning, Long-term Care, Asset Allocation, 401k, Loans, Estate Planning, Wealth, Planning, Financial Planning, Long Term Care
Education
Montana State University-Bozeman 1991 — 1996
Bachelor of Science, Business Management
College for Financial Planning
Chartered Retirement Planning Counselor, CRPC®
Running Wealth Management Group January 2010 - Present
Wells Fargo January 2009 - December 2009
JP Morgan Chase April 2000 - December 2008
Skills
Investments, Wealth Management, Series 7, Securities, Financial Services, Retirement, Financial Advisory, Finance, Life Insurance, Retirement Planning, IRAs, Mortgage Lending, Management, Insurance, Strategic Financial..., Fixed Annuities, Mutual Funds, Portfolio Management, Project Planning, Long-term Care, Asset Allocation, 401k, Loans, Estate Planning, Wealth, Planning, Financial Planning, Long Term Care
Education
Montana State University-Bozeman 1991 — 1996
Bachelor of Science, Business Management
College for Financial Planning
Chartered Retirement Planning Counselor, CRPC®
Rebecca Lahl Rebecca Lahl's Wells Fargo Experience April 2012 - Present
Job AVP Strategic Portfolio Management Team Office of the President Mortgage Service Operations at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2012 - Present
The Weatherly Group October 2009 - April 2012
Ameriprise Financial , Inc September 2004 - March 2009
American Express Financial Advisors September 2000 - September 2004
Ameriprise Financial Services, Inc. 1995 - 2000
Ameriprise Financial Services, Inc. 1990 - 1995
Ameriprise Financial Services, Inc. 1986 - 1990
Skills
Change Management, Business Transformation..., Business Case, SDLC, Organizational Design, Project & Program..., Risk Planning &..., Business Planning, Analysis & Decision..., Operational..., Integration, Cross-functional Team..., Operational Excellence, Business Transformation, Financial Services, Program Management, Leadership, Team Building, Marketing, Recruiting, Strategy, Management Consulting, Business Analysis, Management
Education
Project Management Institute 2009 — 2010
PMP, Program Management
Six Sigma 2003 — 2003
Six Sigma - Green Belt
College for Financial Planning
CFP, Financial Planning
Montana State University-Bozeman
BS, Triple Major - Accounting, Finance & Business Management
NASD/FINRA
Series 6, 7 & 24 Licensure, Financial
Wells Fargo April 2012 - Present
The Weatherly Group October 2009 - April 2012
Ameriprise Financial , Inc September 2004 - March 2009
American Express Financial Advisors September 2000 - September 2004
Ameriprise Financial Services, Inc. 1995 - 2000
Ameriprise Financial Services, Inc. 1990 - 1995
Ameriprise Financial Services, Inc. 1986 - 1990
Skills
Change Management, Business Transformation..., Business Case, SDLC, Organizational Design, Project & Program..., Risk Planning &..., Business Planning, Analysis & Decision..., Operational..., Integration, Cross-functional Team..., Operational Excellence, Business Transformation, Financial Services, Program Management, Leadership, Team Building, Marketing, Recruiting, Strategy, Management Consulting, Business Analysis, Management
Education
Project Management Institute 2009 — 2010
PMP, Program Management
Six Sigma 2003 — 2003
Six Sigma - Green Belt
College for Financial Planning
CFP, Financial Planning
Montana State University-Bozeman
BS, Triple Major - Accounting, Finance & Business Management
NASD/FINRA
Series 6, 7 & 24 Licensure, Financial
Todd Sorensen Todd Sorensen's Wells Fargo Experience September 2011 - September 2012
Job System Engineer at Dorsey & Whitney LLP
Industry Information Technology and Services
Experience
Dorsey & Whitney LLP May 2014 - Present
Best Buy December 2012 - May 2014
Randstad Technologies US September 2012 - December 2012
Wells Fargo September 2011 - September 2012
Old Republic Title Company August 2008 - September 2011
Northrop Grumman June 2008 - August 2008
Promotion Resource Alliance, Inc. January 2007 - June 2008
FAF Advisors May 2003 - January 2007
compuware corporation 2000 - 2003
PriceWaterhouseCoopers 1997 - July 1999
Skills
Citrix, Windows Server, Windows 7, Netscaler, Dell PowerEdge Servers, Citrix Metaframe, 2008 R2, Windows, Virtualization, Disaster Recovery, Cloud Computing, Active Directory, VMware ESX, VMware, Technical Support, Data Center, Windows Vista, vSphere, Servers
Education
Colby-Sawyer College 1993 — 1997
Sports Medicine
Dorsey & Whitney LLP May 2014 - Present
Best Buy December 2012 - May 2014
Randstad Technologies US September 2012 - December 2012
Wells Fargo September 2011 - September 2012
Old Republic Title Company August 2008 - September 2011
Northrop Grumman June 2008 - August 2008
Promotion Resource Alliance, Inc. January 2007 - June 2008
FAF Advisors May 2003 - January 2007
compuware corporation 2000 - 2003
PriceWaterhouseCoopers 1997 - July 1999
Skills
Citrix, Windows Server, Windows 7, Netscaler, Dell PowerEdge Servers, Citrix Metaframe, 2008 R2, Windows, Virtualization, Disaster Recovery, Cloud Computing, Active Directory, VMware ESX, VMware, Technical Support, Data Center, Windows Vista, vSphere, Servers
Education
Colby-Sawyer College 1993 — 1997
Sports Medicine
Steve Price-Hughes, CFA, CFP Steve Price-Hughes, CFA, CFP's Wells Fargo Experience January 1999 - January 2004
Job Wealth Manager & Investment Advisor, Excelsus Capital Management
Industry Investment Management
Experience
Excelsus Capital Management January 2004 - Present
Wells Fargo January 1999 - January 2004
Bank of America January 1996 - January 1999
Transaction Solutions, Inc. January 1990 - January 1996
Skills
Asset Allocation, Certified Financial..., Chartered Financial..., Entrepreneurship, Equities, Financial Analysis, Global Investment..., Hedge Funds, Investment Management, Mutual Funds, Portfolio Management, Real Estate, Private Wealth..., Wealth Management, Wealth Management...
Education
College for Financial Planning
CFP, Financial Planning
Chartered Financial Analyst Institute
CFA, Finance
San Diego State University-California State University
Finance, Business Administration
Excelsus Capital Management January 2004 - Present
Wells Fargo January 1999 - January 2004
Bank of America January 1996 - January 1999
Transaction Solutions, Inc. January 1990 - January 1996
Skills
Asset Allocation, Certified Financial..., Chartered Financial..., Entrepreneurship, Equities, Financial Analysis, Global Investment..., Hedge Funds, Investment Management, Mutual Funds, Portfolio Management, Real Estate, Private Wealth..., Wealth Management, Wealth Management...
Education
College for Financial Planning
CFP, Financial Planning
Chartered Financial Analyst Institute
CFA, Finance
San Diego State University-California State University
Finance, Business Administration
Jamie Batson Jamie Batson's Wells Fargo Experience October 2004 - January 2013
Job Area Sales Manager at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors January 2014 - Present
Wells Fargo Advisors January 2013 - December 2013
Wells Fargo October 2004 - January 2013
Wells Fargo 2000 - 2004
Wells Fargo 1999 - 2000
Wells Fargo 1998 - 1999
Skills
Commercial Lending, Loans, Credit, Financial Analysis, Customer Service, Real Estate, Credit Analysis, Relationship Management, New Business Development, Wealth Management, Series 7, Banking, Finance, Portfolio Management, Sales Management, Private Banking
Education
University of Washington
Bachelor of Arts in Communication, magna cum laude
College for Financial Planning 2011 — 2012
Wells Fargo Advisors January 2014 - Present
Wells Fargo Advisors January 2013 - December 2013
Wells Fargo October 2004 - January 2013
Wells Fargo 2000 - 2004
Wells Fargo 1999 - 2000
Wells Fargo 1998 - 1999
Skills
Commercial Lending, Loans, Credit, Financial Analysis, Customer Service, Real Estate, Credit Analysis, Relationship Management, New Business Development, Wealth Management, Series 7, Banking, Finance, Portfolio Management, Sales Management, Private Banking
Education
University of Washington
Bachelor of Arts in Communication, magna cum laude
College for Financial Planning 2011 — 2012
Richard Crawford Richard Crawford's Wells Fargo Experience August 2014 - Present
Job Enterprise Risk Data Governance at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2014 - Present
Bank of America June 2009 - July 2014
Accenture November 2007 - February 2009
PricewaterhouseCoopers May 2004 - November 2007
Technimatics Consulting January 2003 - January 2004
DataFlux, A SAS Company 1996 - 2002
Skills
Business Intelligence, Data Warehousing, Enterprise Architecture, Master Data Management, Data Governance, Analytics, Data Quality, ETL, Data Management, Business Process, Strategy, SAP MDM, Data Integration, IT Strategy, Business Process..., Program Management, PMP, Informatica, Data Migration, Software Development, Integration, Enterprise Software, Requirements Analysis, Big Data, ERP, Governance, Information Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
College of Charleston 1990 — 1994
Bachelor of Business Administration (BBA)
Wadsworth High School 1983 — 1987
Wells Fargo August 2014 - Present
Bank of America June 2009 - July 2014
Accenture November 2007 - February 2009
PricewaterhouseCoopers May 2004 - November 2007
Technimatics Consulting January 2003 - January 2004
DataFlux, A SAS Company 1996 - 2002
Skills
Business Intelligence, Data Warehousing, Enterprise Architecture, Master Data Management, Data Governance, Analytics, Data Quality, ETL, Data Management, Business Process, Strategy, SAP MDM, Data Integration, IT Strategy, Business Process..., Program Management, PMP, Informatica, Data Migration, Software Development, Integration, Enterprise Software, Requirements Analysis, Big Data, ERP, Governance, Information Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
College of Charleston 1990 — 1994
Bachelor of Business Administration (BBA)
Wadsworth High School 1983 — 1987
Jared De Jong, MBA Jared De Jong, MBA's Wells Fargo Experience November 2006 - June 2008
Job Advisory Counselor at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price March 2015 - Present
T. Rowe Price February 2013 - March 2015
T. Rowe Price April 2012 - February 2013
T. Rowe Price June 2010 - April 2012
Wells Fargo Bank June 2008 - June 2010
Wells Fargo November 2006 - June 2008
Skills
Investments, Portfolio Management, Financial Analysis, Retirement Planning, Finance, Asset Allocation, Customer Satisfaction, Investment Advisory, Team-oriented, Management, Business Analysis, Microsoft Excel, Mutual Funds, Investment Strategies, 401k, Team Leadership, Sales Management, Customer Service, IRAs, FINRA, Retirement, Wealth Management, Risk Management, Financial Advisory
Education
College for Financial Planning 2015 — 2016
Certified Financial Planner Coursework
University of Colorado at Colorado Springs 2011 — 2013
MBA, Finance and International Business
South Dakota State University 2000 — 2005
BS, Economics
T. Rowe Price March 2015 - Present
T. Rowe Price February 2013 - March 2015
T. Rowe Price April 2012 - February 2013
T. Rowe Price June 2010 - April 2012
Wells Fargo Bank June 2008 - June 2010
Wells Fargo November 2006 - June 2008
Skills
Investments, Portfolio Management, Financial Analysis, Retirement Planning, Finance, Asset Allocation, Customer Satisfaction, Investment Advisory, Team-oriented, Management, Business Analysis, Microsoft Excel, Mutual Funds, Investment Strategies, 401k, Team Leadership, Sales Management, Customer Service, IRAs, FINRA, Retirement, Wealth Management, Risk Management, Financial Advisory
Education
College for Financial Planning 2015 — 2016
Certified Financial Planner Coursework
University of Colorado at Colorado Springs 2011 — 2013
MBA, Finance and International Business
South Dakota State University 2000 — 2005
BS, Economics
John Molinelli John Molinelli's Wells Fargo Experience February 2009 - September 2010
Job Wealth Advisor at Sheehy Associates
Industry Financial Services
Experience
Merrill Lynch August 2011 - April 2013
David Lerner Associates, inc. September 2010 - August 2011
Wells Fargo February 2009 - September 2010
Bristol-Myers Squibb June 2007 - September 2007
Merrill Lynch June 2004 - August 2004
Skills
Investments, Securities, Credit, Excel, Financial Reporting, Insurance, Finance, Portfolio Management, Strategic Financial..., Microsoft Excel, Corporate Finance
Education
The College of New Jersey 2004 — 2008
Bachelor of Science, Finance
College for Financial Planning
Certified Financial Planner (CFP®) Designation Program, Financial Planning, Insurance and Estate Planning, Investments
Merrill Lynch August 2011 - April 2013
David Lerner Associates, inc. September 2010 - August 2011
Wells Fargo February 2009 - September 2010
Bristol-Myers Squibb June 2007 - September 2007
Merrill Lynch June 2004 - August 2004
Skills
Investments, Securities, Credit, Excel, Financial Reporting, Insurance, Finance, Portfolio Management, Strategic Financial..., Microsoft Excel, Corporate Finance
Education
The College of New Jersey 2004 — 2008
Bachelor of Science, Finance
College for Financial Planning
Certified Financial Planner (CFP®) Designation Program, Financial Planning, Insurance and Estate Planning, Investments
JOHN MATHENY JOHN MATHENY's Wells Fargo Experience October 2012 - Present
Job Regional Bank Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2012 - Present
The Growing Child December 2006 - February 2010
Ameriprise Financial Services, Inc. October 1991 - December 2006
Skills
Personal Financial...
Education
University of Florida 1988 — 1989
Bachelor of Science Business Administration, Finance and Financial Management Services
College for Financial Planning
CFP, CFP
Wells Fargo October 2012 - Present
The Growing Child December 2006 - February 2010
Ameriprise Financial Services, Inc. October 1991 - December 2006
Skills
Personal Financial...
Education
University of Florida 1988 — 1989
Bachelor of Science Business Administration, Finance and Financial Management Services
College for Financial Planning
CFP, CFP
Catherine Allison, AWMA's Wells Fargo Experience 2004 - Present
Job Private Banker II, Assistant VP at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2004 - Present
Wells Fargo 1996 - 2004
Neiman Marcus 1992 - 1996
Goldwater's Department Store 1981 - 1992
Skills
Wealth Management, Retirement Planning, Insurance, Private Banking, Credit, Investment Advisory, Loans, Mortgage, Banking, Retail, Department Stores, Merchandising, Specialty Retail, Retail Banking, Mortgage Lending, Consumer Lending, Series 7, Investments, Cross Selling, Portfolio Management, Mutual Funds, Commercial Lending, Commercial Banking, Small Business Lending, Series 63, Relationship Management, Securities, Financial Advisory, FINRA, Wealth, Bonds, Investment Strategies, Asset Allocation, Uniform Combined State..., Financial Services, Fixed Income, Equities
Education
College for Financial Planning
AWMA
NASD
Securities licensed
Western Illinois University
Bachelor of Business, Marketing
Wells Fargo 2004 - Present
Wells Fargo 1996 - 2004
Neiman Marcus 1992 - 1996
Goldwater's Department Store 1981 - 1992
Skills
Wealth Management, Retirement Planning, Insurance, Private Banking, Credit, Investment Advisory, Loans, Mortgage, Banking, Retail, Department Stores, Merchandising, Specialty Retail, Retail Banking, Mortgage Lending, Consumer Lending, Series 7, Investments, Cross Selling, Portfolio Management, Mutual Funds, Commercial Lending, Commercial Banking, Small Business Lending, Series 63, Relationship Management, Securities, Financial Advisory, FINRA, Wealth, Bonds, Investment Strategies, Asset Allocation, Uniform Combined State..., Financial Services, Fixed Income, Equities
Education
College for Financial Planning
AWMA
NASD
Securities licensed
Western Illinois University
Bachelor of Business, Marketing
Camille Coniglio Camille Coniglio's Wells Fargo Experience June 2013 - Present
Job Wells Fargo Commercial Banking
Industry Banking
Experience
Wells Fargo June 2013 - Present
JPMorgan Chase January 2011 - May 2013
JP Morgan Chase October 2009 - January 2011
JPMorgan Chase October 2007 - October 2009
JPMorgan Chase June 2005 - October 2007
Legg Mason September 2004 - January 2005
JPMorgan Chase May 2004 - August 2004
Skills
Capital Markets, Portfolio Management, Bloomberg, Credit, Commercial Banking, Asset Based Lending, Middle Market, Commercial Real Estate, Investment Banking, Commercial Lending, Investments, Banking, Valuation, Credit Risk, Asset Management, Finance, Financial Analysis
Education
College of Charleston 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General, Magna Cum Laude
Mount Carmel Academy
High School
Wells Fargo June 2013 - Present
JPMorgan Chase January 2011 - May 2013
JP Morgan Chase October 2009 - January 2011
JPMorgan Chase October 2007 - October 2009
JPMorgan Chase June 2005 - October 2007
Legg Mason September 2004 - January 2005
JPMorgan Chase May 2004 - August 2004
Skills
Capital Markets, Portfolio Management, Bloomberg, Credit, Commercial Banking, Asset Based Lending, Middle Market, Commercial Real Estate, Investment Banking, Commercial Lending, Investments, Banking, Valuation, Credit Risk, Asset Management, Finance, Financial Analysis
Education
College of Charleston 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General, Magna Cum Laude
Mount Carmel Academy
High School
Ron Hammond, CFP® Ron Hammond, CFP®'s Wells Fargo Experience December 2012 - September 2013
Job Financial Advisor at ICA Wealth Advisors
Industry Financial Services
Experience
ICA Wealth Advisors October 2013 - Present
Wells Fargo December 2012 - September 2013
BB&T 2010 - 2012
BB&T 2008 - 2010
Skills
Wealth Management, Investments, Financial Advisory, Strategic Financial..., Financial Services, Insurance, Wealth, Retirement Planning, Estate Planning, Tax
Education
College for Financial Planning 1989 — 1992
Certified Financial Planner®
Wapello High School
ICA Wealth Advisors October 2013 - Present
Wells Fargo December 2012 - September 2013
BB&T 2010 - 2012
BB&T 2008 - 2010
Skills
Wealth Management, Investments, Financial Advisory, Strategic Financial..., Financial Services, Insurance, Wealth, Retirement Planning, Estate Planning, Tax
Education
College for Financial Planning 1989 — 1992
Certified Financial Planner®
Wapello High School
Brent Mueller Brent Mueller's Wells Fargo Experience 1992 - 2001
Job Financial Advisor
Industry Financial Services
Experience
First Point Financial May 2001 - Present
Wells Fargo 1992 - 2001
Pacific Dunlop 1989 - 1991
Control Data Corporation 1977 - 1989
National Car Rental 1972 - 1977
Education
College for Financial Planning 1981 — 1983
CFP
University of St. Thomas 1976 — 1978
MBA
St. Olaf College 1965 — 1969
B.A.
First Point Financial May 2001 - Present
Wells Fargo 1992 - 2001
Pacific Dunlop 1989 - 1991
Control Data Corporation 1977 - 1989
National Car Rental 1972 - 1977
Education
College for Financial Planning 1981 — 1983
CFP
University of St. Thomas 1976 — 1978
MBA
St. Olaf College 1965 — 1969
B.A.
Prajanna Tuladhar's Wells Fargo Experience April 2011 - September 2012
Job Business Systems Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2011 - September 2012
Hawaiian Telecom October 2008 - August 2010
First Hawaiian Bank March 2008 - May 2008
John Hancock Life Insurance Company (U.S.A.) July 2007 - January 2008
Skills
Microsoft Dynamics CRM, Financial Analysis, Data Analysis, SharePoint, Microsoft CRM, Process Improvement, Banking, Project Management, Leadership, Business Process, CRM
Education
Hawaii Pacific University 2005 — 2007
MBA, Finance
College of Business 2001 — 2003
BBA, Information & Operations Management
St. Xavier's School, Kathmandu, Nepal
Wells Fargo April 2011 - September 2012
Hawaiian Telecom October 2008 - August 2010
First Hawaiian Bank March 2008 - May 2008
John Hancock Life Insurance Company (U.S.A.) July 2007 - January 2008
Skills
Microsoft Dynamics CRM, Financial Analysis, Data Analysis, SharePoint, Microsoft CRM, Process Improvement, Banking, Project Management, Leadership, Business Process, CRM
Education
Hawaii Pacific University 2005 — 2007
MBA, Finance
College of Business 2001 — 2003
BBA, Information & Operations Management
St. Xavier's School, Kathmandu, Nepal
Matthew Hutchinson CRISC, CFE, PMP, FINRA Matthew Hutchinson CRISC, CFE, PMP, FINRA's Wells Fargo Experience January 2009 - Present
Job Operational Risk Manager, at Wells Fargo Bank, N.A.
Industry Investment Banking
Experience
Wells Fargo January 2009 - Present
Wachovia May 2005 - November 2009
Sonic Automotive November 2000 - April 2005
Skills
Operational Risk, Certified Fraud Examiner, Certified in Risk and..., PMP, SOX, Risk Management, Compliance Management, SEC compliance, Program Oversight, Operational Oversight, Team Management, Compliance Audits, IT Audit, Enterprise Risk..., Operational Risk..., Team Leadership, Program Management, Budget Oversight, Sarbanes-Oxley Act
Education
College of Charleston
BS, Psychology
Risk Management School - RMA
Certificate of Completion, Credit, Market, Enterprise and Operational Risks
University of Alabama
MA, Industrial/Organizational Psychology
Wells Fargo January 2009 - Present
Wachovia May 2005 - November 2009
Sonic Automotive November 2000 - April 2005
Skills
Operational Risk, Certified Fraud Examiner, Certified in Risk and..., PMP, SOX, Risk Management, Compliance Management, SEC compliance, Program Oversight, Operational Oversight, Team Management, Compliance Audits, IT Audit, Enterprise Risk..., Operational Risk..., Team Leadership, Program Management, Budget Oversight, Sarbanes-Oxley Act
Education
College of Charleston
BS, Psychology
Risk Management School - RMA
Certificate of Completion, Credit, Market, Enterprise and Operational Risks
University of Alabama
MA, Industrial/Organizational Psychology
Edward I. Anderson III, CFP®'s Wells Fargo Experience June 2013 - October 2013
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments November 2013 - Present
Wells Fargo June 2013 - October 2013
Wells Fargo August 2012 - June 2013
PNC February 2009 - February 2012
Cary Street Partners August 2008 - December 2008
Merrill Lynch August 2008 - December 2008
Skills
Investments, Customer Service, Microsoft Excel, Microsoft Office, Leadership, PowerPoint, Finance, Public Speaking, Financial Services, Management, Certified Financial..., Asset Allocation, Portfolio Management, Insurance, Financial Planning, Mutual Funds, Equities, Fixed Income, Retirement Planning
Education
University of Mary Washington 2005 — 2008
Bachelor's degree, Business Administration
College for Financial Planning
CFP Professional Education Studies, Financial Planning and Services
PNC Investments November 2013 - Present
Wells Fargo June 2013 - October 2013
Wells Fargo August 2012 - June 2013
PNC February 2009 - February 2012
Cary Street Partners August 2008 - December 2008
Merrill Lynch August 2008 - December 2008
Skills
Investments, Customer Service, Microsoft Excel, Microsoft Office, Leadership, PowerPoint, Finance, Public Speaking, Financial Services, Management, Certified Financial..., Asset Allocation, Portfolio Management, Insurance, Financial Planning, Mutual Funds, Equities, Fixed Income, Retirement Planning
Education
University of Mary Washington 2005 — 2008
Bachelor's degree, Business Administration
College for Financial Planning
CFP Professional Education Studies, Financial Planning and Services
Kate Di Silvestre's Wells Fargo Experience October 2012 - Present
Job Communications professional
Industry Public Relations and Communications
Experience
Wells Fargo October 2012 - Present
Fort Mill Times June 2012 - October 2012
Arcadia Publishing January 2012 - August 2012
College of Charleston August 2011 - July 2012
South Carolina Aquarium July 2010 - September 2011
Skills
Public Relations, Community Outreach, Journalism, Teaching, Social Media, Press Releases, Media Relations, Blogging, Social Media Marketing, Event Management
Education
College of Charleston 2010 — 2011
M.A. Corporate and Organizational Communications, Public Relations, Communications, Social Media
University of South Carolina-Columbia 2006 — 2010
BA, Journalism and Mass Communications
Wells Fargo October 2012 - Present
Fort Mill Times June 2012 - October 2012
Arcadia Publishing January 2012 - August 2012
College of Charleston August 2011 - July 2012
South Carolina Aquarium July 2010 - September 2011
Skills
Public Relations, Community Outreach, Journalism, Teaching, Social Media, Press Releases, Media Relations, Blogging, Social Media Marketing, Event Management
Education
College of Charleston 2010 — 2011
M.A. Corporate and Organizational Communications, Public Relations, Communications, Social Media
University of South Carolina-Columbia 2006 — 2010
BA, Journalism and Mass Communications
Matt Blewett, MSFS, CFP®, RPA's Wells Fargo Experience 2004 - 2006
Job
Industry Banking
Experience
Economic Services Inc. October 2012 - Present
The Minnesota Sports Report 2011 - Present
Matte B Photography May 2010 - Present
M&I Bank September 2006 - November 2010
Wells Fargo 2004 - 2006
Education Minnesota ESI 2003 - 2003
Northwestern College 1999 - 2003
Skills
Photography, Marketing, Leadership, Management, Video, Banking, Sports, Social Networking, Strategic Financial..., Customer Service, Event Planning, Finance, Portrait Photography, Small Business, Sales, Social Media, Insurance, Public Speaking, Portfolio Management, PowerPoint, Microsoft Excel, Coaching, Analysis, Microsoft Office, Budgets, Certified Financial..., Credit, Financial Services, Financial Analysis
Education
College for Financial Planning 2008 — 2010
Masters of Science, Personal Financial Planning
University of Northwestern - St. Paul 1999 — 2004
Bachelor's Degree, Marketing
Ukarumpa High School 1995 — 1999
Economic Services Inc. October 2012 - Present
The Minnesota Sports Report 2011 - Present
Matte B Photography May 2010 - Present
M&I Bank September 2006 - November 2010
Wells Fargo 2004 - 2006
Education Minnesota ESI 2003 - 2003
Northwestern College 1999 - 2003
Skills
Photography, Marketing, Leadership, Management, Video, Banking, Sports, Social Networking, Strategic Financial..., Customer Service, Event Planning, Finance, Portrait Photography, Small Business, Sales, Social Media, Insurance, Public Speaking, Portfolio Management, PowerPoint, Microsoft Excel, Coaching, Analysis, Microsoft Office, Budgets, Certified Financial..., Credit, Financial Services, Financial Analysis
Education
College for Financial Planning 2008 — 2010
Masters of Science, Personal Financial Planning
University of Northwestern - St. Paul 1999 — 2004
Bachelor's Degree, Marketing
Ukarumpa High School 1995 — 1999
Richard Mashburn Richard Mashburn's Wells Fargo Experience January 2010 - November 2012
Job Senior Vice President Sales & Marketing at Global Lending Services
Industry Financial Services
Experience
Global Lending Services December 2012 - Present
Wells Fargo January 2010 - November 2012
Wells Fargo January 2005 - January 2010
ADP Dealer Services 2009 - 2010
Wells Fargo March 2004 - January 2005
Fairway Automotive Group September 2002 - September 2003
Fairway Automotive Group January 2001 - September 2002
Fairway Automotive Group March 1997 - December 2000
Skills
Cash Management, Mergers, Sales Process, Credit, Loans, Sales Management, Team Building, Sales, Sales Operations, B2B, Marketing Strategy, Coaching, Management, Consumer Lending, Leadership, Customer Retention, Strategy, Business Development, Selling, Advertising, Customer Service, Salesforce.com, Mortgage Lending, New Business Development, Strategic Planning, Business Planning, Forecasting, Cold Calling, Profit, Retail, Budgets, Customer Satisfaction, Analytics, Time Management, Banking, Finance, Executive Management, Financial Services, Credit Analysis, Loan Origination, Portfolio Management, Underwriting, Relationship Management, Commercial Lending, Call Centers, Risk Management, Mortgage Banking, Insurance, Financial Analysis, CRM
Education
College of Charleston 1989 — 1992
Bachelors of Science, Business and Economics
Global Lending Services December 2012 - Present
Wells Fargo January 2010 - November 2012
Wells Fargo January 2005 - January 2010
ADP Dealer Services 2009 - 2010
Wells Fargo March 2004 - January 2005
Fairway Automotive Group September 2002 - September 2003
Fairway Automotive Group January 2001 - September 2002
Fairway Automotive Group March 1997 - December 2000
Skills
Cash Management, Mergers, Sales Process, Credit, Loans, Sales Management, Team Building, Sales, Sales Operations, B2B, Marketing Strategy, Coaching, Management, Consumer Lending, Leadership, Customer Retention, Strategy, Business Development, Selling, Advertising, Customer Service, Salesforce.com, Mortgage Lending, New Business Development, Strategic Planning, Business Planning, Forecasting, Cold Calling, Profit, Retail, Budgets, Customer Satisfaction, Analytics, Time Management, Banking, Finance, Executive Management, Financial Services, Credit Analysis, Loan Origination, Portfolio Management, Underwriting, Relationship Management, Commercial Lending, Call Centers, Risk Management, Mortgage Banking, Insurance, Financial Analysis, CRM
Education
College of Charleston 1989 — 1992
Bachelors of Science, Business and Economics
Patti Adams's Wells Fargo Experience January 1995 - November 1997
Job Real Estate Broker for residential properties in Point Loma, Ocean Beach,Coastal and Downtown San Diego
Industry Real Estate
Experience
Point Loma Assembly July 2012 - Present
Pacific Sotheby's International Realty November 2010 - Present
Point Loma Summer Concerts 2002 - August 2014
Windermere Pacific Coast Properties February 2009 - November 2010
Prudential California Realty 1997 - February 2009
Wells Fargo January 1995 - November 1997
Wells Fargo Bank 1995 - 1997
San Diego Federal/Great American Bank January 1970 - December 1990
Skills
Sellers, Real Estate, Buyers, Brokerage, Loans, 1031 Exchanges, Income Properties, Short Sales, REO, Buyer Representation, Listings, Single Family Homes, Condos, First Time Home Buyers, Seniors, Leases, Residential Homes, Foreclosures, Investors, Real Estate Transactions, FHA, Resellers, Rentals, Referrals, Townhomes, Luxury, SFR, Relocation, Property, New Home Sales, Seller Representation, Move Up Buyers, Investment Properties, Real Property, Relocation Buyers, ABR, Vacation Homes, Real Estate Financing, New Homes, Real Estate Economics, Selling, International Real..., HUD, Home Staging, National Association of..., Real Estate Development, Property Management
Education
College for Financial Planning 1986 — 1988
CFP, Financial Planning
Point Loma Assembly July 2012 - Present
Pacific Sotheby's International Realty November 2010 - Present
Point Loma Summer Concerts 2002 - August 2014
Windermere Pacific Coast Properties February 2009 - November 2010
Prudential California Realty 1997 - February 2009
Wells Fargo January 1995 - November 1997
Wells Fargo Bank 1995 - 1997
San Diego Federal/Great American Bank January 1970 - December 1990
Skills
Sellers, Real Estate, Buyers, Brokerage, Loans, 1031 Exchanges, Income Properties, Short Sales, REO, Buyer Representation, Listings, Single Family Homes, Condos, First Time Home Buyers, Seniors, Leases, Residential Homes, Foreclosures, Investors, Real Estate Transactions, FHA, Resellers, Rentals, Referrals, Townhomes, Luxury, SFR, Relocation, Property, New Home Sales, Seller Representation, Move Up Buyers, Investment Properties, Real Property, Relocation Buyers, ABR, Vacation Homes, Real Estate Financing, New Homes, Real Estate Economics, Selling, International Real..., HUD, Home Staging, National Association of..., Real Estate Development, Property Management
Education
College for Financial Planning 1986 — 1988
CFP, Financial Planning
susie post susie post's Wells Fargo Experience June 2014 - Present
Job Account Advisor
Industry Philanthropy
Experience
Wells Fargo June 2014 - Present
Wells Fargo June 2014 - Present
American Home Products 1986 - 1994
Education
Colgate University 1982 — 1986
Bachelor of Arts (B.A.), Economics and Sociology
Wells Fargo June 2014 - Present
Wells Fargo June 2014 - Present
American Home Products 1986 - 1994
Education
Colgate University 1982 — 1986
Bachelor of Arts (B.A.), Economics and Sociology
Rob Tang's Wells Fargo Experience 1999 - 2003
Job Sales Strategy and Client Experience
Industry Financial Services
Experience
Bank of the West 2014 - Present
Skedaddle 2014 - Present
Mechanics Bank 2010 - 2014
Pioneer Property Group / Live Historic 2006 - 2008
Washington Mutual Bank 2003 - 2005
Wells Fargo 1999 - 2003
Bank of America 1995 - 1999
Charles Schwab 1989 - 1995
Skills
Product Management, Portfolio Management, Banking, Business Planning, Financial Services, Strategy, Vendor Management, Mergers & Acquisitions, Project Management, Change Management, Strategic Planning, Marketing, Wealth Management, Start-ups, Segmentation, Risk Management, Market Research, Product Development, Business Analysis, Retail Banking, Analytics, Relationship Management, Business Development, Asset Management
Education
Santa Clara University
Bachelor of Science, Marketing
College for Financial Planning
Professional Certificate, Chartered Retirement Planning Counselor (CRPC)
Bank of the West 2014 - Present
Skedaddle 2014 - Present
Mechanics Bank 2010 - 2014
Pioneer Property Group / Live Historic 2006 - 2008
Washington Mutual Bank 2003 - 2005
Wells Fargo 1999 - 2003
Bank of America 1995 - 1999
Charles Schwab 1989 - 1995
Skills
Product Management, Portfolio Management, Banking, Business Planning, Financial Services, Strategy, Vendor Management, Mergers & Acquisitions, Project Management, Change Management, Strategic Planning, Marketing, Wealth Management, Start-ups, Segmentation, Risk Management, Market Research, Product Development, Business Analysis, Retail Banking, Analytics, Relationship Management, Business Development, Asset Management
Education
Santa Clara University
Bachelor of Science, Marketing
College for Financial Planning
Professional Certificate, Chartered Retirement Planning Counselor (CRPC)
Jeremy Dangerfield Jeremy Dangerfield's Wells Fargo Experience February 2006 - February 2008
Job Supervisor at Williams Lea
Industry Investment Banking
Experience
Williams Lea June 2010 - Present
Williams Lea February 2009 - September 2010
Williams Lea June 2008 - February 2009
HD Vest February 2006 - February 2008
Wells Fargo February 2006 - February 2008
McDonald's Corporation 2005 - 2006
THARCO February 2002 - August 2005
Skills
Operations Management, Billing, Customer Service, Process Improvement, Employee Relations, Supervisory Experience, Invoicing, Management, Software Documentation, Vendor Management, Outlook, Risk Management, Call Centers, Customer Satisfaction, Team Building, Budgets, Forecasting, Time Management, Training, Program Management, Leadership, Performance Management, Banking, Access, Business Process..., Team Leadership, Strategy, Executive Management, Change Management, Business Analysis, Outsourcing, Quality Assurance, Team Management
Education
University of Phoenix- Dallas Campus 2010 — 2013
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
University of Central Oklahoma - College of Business Administration 2000 — 2001
Bussiness Management
East Central University 1998 — 2000
high school 1994 — 1998
Hidgh School Diploma
Williams Lea June 2010 - Present
Williams Lea February 2009 - September 2010
Williams Lea June 2008 - February 2009
HD Vest February 2006 - February 2008
Wells Fargo February 2006 - February 2008
McDonald's Corporation 2005 - 2006
THARCO February 2002 - August 2005
Skills
Operations Management, Billing, Customer Service, Process Improvement, Employee Relations, Supervisory Experience, Invoicing, Management, Software Documentation, Vendor Management, Outlook, Risk Management, Call Centers, Customer Satisfaction, Team Building, Budgets, Forecasting, Time Management, Training, Program Management, Leadership, Performance Management, Banking, Access, Business Process..., Team Leadership, Strategy, Executive Management, Change Management, Business Analysis, Outsourcing, Quality Assurance, Team Management
Education
University of Phoenix- Dallas Campus 2010 — 2013
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
University of Central Oklahoma - College of Business Administration 2000 — 2001
Bussiness Management
East Central University 1998 — 2000
high school 1994 — 1998
Hidgh School Diploma
Bryan Blackburn, CFP® Bryan Blackburn, CFP®'s Wells Fargo Experience 2008 - 2010
Job Financial Advisor at The Lowrie & Carney Wealth Management Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors 2014 - Present
Charles Schwab 2013 - 2014
Charles Schwab 2012 - 2013
Charles Schwab 2010 - 2012
Wells Fargo 2008 - 2010
Skills
Wealth Management, Financial Planning, Retirement Planning, Investments, Portfolio Management, College Funding..., Employee Benefits, Insurance Planning, Asset Allocation, Tax Planning, Estate Planning, Insurance, Equities, Fixed Income
Education
College for Financial Planning 2011 — 2013
Financial Planning
The Ohio State University 2004 — 2008
Bachelor of Science (B.S.), Finance and Financial Management Services
Medina High School 2000 — 2004
Wells Fargo Advisors 2014 - Present
Charles Schwab 2013 - 2014
Charles Schwab 2012 - 2013
Charles Schwab 2010 - 2012
Wells Fargo 2008 - 2010
Skills
Wealth Management, Financial Planning, Retirement Planning, Investments, Portfolio Management, College Funding..., Employee Benefits, Insurance Planning, Asset Allocation, Tax Planning, Estate Planning, Insurance, Equities, Fixed Income
Education
College for Financial Planning 2011 — 2013
Financial Planning
The Ohio State University 2004 — 2008
Bachelor of Science (B.S.), Finance and Financial Management Services
Medina High School 2000 — 2004
Alan Majak Alan Majak's Wells Fargo Experience 1994 - August 2009
Job Vice President, Private Advisor Wealth Management BB&T
Industry Financial Services
Experience
BB&T November 2012 - Present
SunTrust Bank August 2009 - November 2012
Wells Fargo 1994 - August 2009
Barnett Bank of Broward County, N. A. 1993 - 1994
Renaissance Cruises, Inc 1992 - 1993
Wachovia Bank 1989 - 1992
Ryder System, Inc 1986 - 1989
Eastern Airlines 1979 - 1987
Skills
Credit, Banking, Wealth Management, Series 7, Life Insurance, Succession Planning, Loans, Commercial Lending, Recruiting, Employee Benefits, Investments, Strategic Financial..., Mortgage Lending, Financial Services, Wealth Management..., Commercial Banking, Consumer Lending, Credit Analysis, Finance, Human Resources, Insurance, High Net Worth..., Financial Advisory, Retirement Planning, Lines Of Credit, Loan Origination, Securities, Credit Risk, Asset Allocation, Relationship Management, Risk Management, Asset Management, Wealth, Certified Financial..., Trust Services, Asset Based Lending, Investment Management, Retirement, Investment Strategies, Mortgage Banking, Private Banking, Portfolio Management, Small Business Lending, Mutual Funds, Investment Advisory, Commercial Mortgages, Retail Banking, Cross Selling, Series 65, Financial Planning
Education
College for Financial Planning
CFP, Financial Planning
Florida International University 1985 — 1987
MSM, Finance
Loyola University Chicago 1973 — 1977
BBA, Human Resources
BB&T November 2012 - Present
SunTrust Bank August 2009 - November 2012
Wells Fargo 1994 - August 2009
Barnett Bank of Broward County, N. A. 1993 - 1994
Renaissance Cruises, Inc 1992 - 1993
Wachovia Bank 1989 - 1992
Ryder System, Inc 1986 - 1989
Eastern Airlines 1979 - 1987
Skills
Credit, Banking, Wealth Management, Series 7, Life Insurance, Succession Planning, Loans, Commercial Lending, Recruiting, Employee Benefits, Investments, Strategic Financial..., Mortgage Lending, Financial Services, Wealth Management..., Commercial Banking, Consumer Lending, Credit Analysis, Finance, Human Resources, Insurance, High Net Worth..., Financial Advisory, Retirement Planning, Lines Of Credit, Loan Origination, Securities, Credit Risk, Asset Allocation, Relationship Management, Risk Management, Asset Management, Wealth, Certified Financial..., Trust Services, Asset Based Lending, Investment Management, Retirement, Investment Strategies, Mortgage Banking, Private Banking, Portfolio Management, Small Business Lending, Mutual Funds, Investment Advisory, Commercial Mortgages, Retail Banking, Cross Selling, Series 65, Financial Planning
Education
College for Financial Planning
CFP, Financial Planning
Florida International University 1985 — 1987
MSM, Finance
Loyola University Chicago 1973 — 1977
BBA, Human Resources
Catherine Littleton Catherine Littleton's Wells Fargo Experience June 2015 - Present
Job Personal Banker 1 at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2015 - Present
Check N Go of Florida Inc. March 2001 - June 2014
Central Florida Community College Foundation August 1996 - March 2001
Mobil Oil May 1989 - August 1994
Skills
Team Leadership, Team Building, Leadership, Management, Success Driven, Policies & Procedures..., Customer Service, Coaching, Financial Analysis, Staff Development, Time Management, Employee Training, Operations Management, Competitive Analysis, Inventory Control, Teamwork, Troubleshooting, Can Do Approach, Budget Management, Organizational..., Microsoft Word, Communication, Microsoft Excel, Self-management, Task Driven, Customer Experience, Challenge Driven, Financial Accounting, Positive Work..., Financial Reporting, Organizational..., Hiring
Education
Saint Leo University 1998 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.3
College of Central Florida 1991 — 1997
Associate of Science (AS), Business Administration and Management, General, 3.4
Wells Fargo June 2015 - Present
Check N Go of Florida Inc. March 2001 - June 2014
Central Florida Community College Foundation August 1996 - March 2001
Mobil Oil May 1989 - August 1994
Skills
Team Leadership, Team Building, Leadership, Management, Success Driven, Policies & Procedures..., Customer Service, Coaching, Financial Analysis, Staff Development, Time Management, Employee Training, Operations Management, Competitive Analysis, Inventory Control, Teamwork, Troubleshooting, Can Do Approach, Budget Management, Organizational..., Microsoft Word, Communication, Microsoft Excel, Self-management, Task Driven, Customer Experience, Challenge Driven, Financial Accounting, Positive Work..., Financial Reporting, Organizational..., Hiring
Education
Saint Leo University 1998 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.3
College of Central Florida 1991 — 1997
Associate of Science (AS), Business Administration and Management, General, 3.4
Jenelle Chaloux Jenelle Chaloux's Wells Fargo Experience August 2014 - Present
Job Business Banking Specialist Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2014 - Present
Wells Fargo September 2012 - August 2014
Harte Hanks December 1999 - March 2004
Union Bank July 1990 - December 1999
Skills
Credit, Loans, Loan Origination, Banking, Commercial Banking, Financial Services, Consumer Lending, Commercial Lending, Sales
Education
Coleman University 1997 — 1999
Bachelor’s Degree, Computer Science
University of Arizona 1982 — 1987
Bachelor's Degree, Psychology
Wells Fargo August 2014 - Present
Wells Fargo September 2012 - August 2014
Harte Hanks December 1999 - March 2004
Union Bank July 1990 - December 1999
Skills
Credit, Loans, Loan Origination, Banking, Commercial Banking, Financial Services, Consumer Lending, Commercial Lending, Sales
Education
Coleman University 1997 — 1999
Bachelor’s Degree, Computer Science
University of Arizona 1982 — 1987
Bachelor's Degree, Psychology
Julia Marshall's Wells Fargo Experience June 2009 - August 2009
Job Consultant at Accenture
Industry Retail
Experience
Accenture September 2013 - Present
Accenture November 2010 - August 2013
US Department of the Treasury June 2010 - November 2010
Associated Press November 2009 - December 2009
Wells Fargo June 2009 - August 2009
Skills
SAP, Retail, Retalix, Functional Design, SAP Configuration, Data Analysis, Analytics, Economics, Financial Modeling, Management Consulting, Business Analysis, Financial Analysis, Business Intelligence, Business Process, Strategy, Business Process...
Education
Colgate University 2006 — 2010
Bachelor of Arts, Economics
The Blake School 2002 — 2006
High School
Accenture September 2013 - Present
Accenture November 2010 - August 2013
US Department of the Treasury June 2010 - November 2010
Associated Press November 2009 - December 2009
Wells Fargo June 2009 - August 2009
Skills
SAP, Retail, Retalix, Functional Design, SAP Configuration, Data Analysis, Analytics, Economics, Financial Modeling, Management Consulting, Business Analysis, Financial Analysis, Business Intelligence, Business Process, Strategy, Business Process...
Education
Colgate University 2006 — 2010
Bachelor of Arts, Economics
The Blake School 2002 — 2006
High School
Erez Hevroni, AAMS®, AWMA®'s Wells Fargo Experience April 2009 - March 2013
Job CEO, Founder of InnoTech Investment Banking, LLC
Industry Investment Banking
Experience
InnoTech Investment Banking, LLC February 2015 - Present
ConnectOne Bank May 2013 - February 2015
Wells Fargo April 2009 - March 2013
Merrill Lynch Global Wealth Management November 2006 - April 2009
Integrity Electronics Distributing Company March 2004 - October 2006
Etrade Israel, Israel January 2002 - January 2004
Skills
Portfolio Management, Investments, Wealth Management, Strategic Financial..., Asset Management, Finance, CRM, Management, Financial Services, Retirement Planning, Business Development, Series 7, Relationship Management, Marketing, Private Banking, Wealth Management..., Estate Planning, Insurance, Strategic Planning, Capital Markets, New Business Development, Financial Advisory, Training, Asset Allocation, Investment Banking, Investor Relations, Investor Development, Investment Properties, Real Estate Transactions, Real Estate Financing, Innovation Development, Collaborative Problem..., Entrepreneurship, Biotechnology, Cyber-security, FinTech, Healthcare Information...
Education
College for Financial Planning 2014 — 2015
Master's degree, Financial Planning
The College of Financial Planning 2010 — 2013
Master of Science, Master in Financial Planning
InnoTech Investment Banking, LLC February 2015 - Present
ConnectOne Bank May 2013 - February 2015
Wells Fargo April 2009 - March 2013
Merrill Lynch Global Wealth Management November 2006 - April 2009
Integrity Electronics Distributing Company March 2004 - October 2006
Etrade Israel, Israel January 2002 - January 2004
Skills
Portfolio Management, Investments, Wealth Management, Strategic Financial..., Asset Management, Finance, CRM, Management, Financial Services, Retirement Planning, Business Development, Series 7, Relationship Management, Marketing, Private Banking, Wealth Management..., Estate Planning, Insurance, Strategic Planning, Capital Markets, New Business Development, Financial Advisory, Training, Asset Allocation, Investment Banking, Investor Relations, Investor Development, Investment Properties, Real Estate Transactions, Real Estate Financing, Innovation Development, Collaborative Problem..., Entrepreneurship, Biotechnology, Cyber-security, FinTech, Healthcare Information...
Education
College for Financial Planning 2014 — 2015
Master's degree, Financial Planning
The College of Financial Planning 2010 — 2013
Master of Science, Master in Financial Planning
Beau Broker Beau Broker's Wells Fargo Experience January 2013 - December 2014
Job Vice President, Branch Manager at SunTrust
Industry Financial Services
Experience
SunTrust September 2015 - Present
CAMPUS USA Credit Union December 2014 - September 2015
Wells Fargo January 2013 - December 2014
OFHinc. January 2007 - February 2013
Skills
Loans, Lines Of Credit, Retail Banking, Commercial Lines, Mortgage Banking, Retirement Savings, Health Savings Accounts, Savings Accounts, College Savings Plans, Insurance, Health Insurance, Life Insurance, Term Life Insurance, General Insurance, Home Equity Lines of..., Home Equity Loans, Student Loans, Car Loans, Unsecured Loans, Business Loans, Construction Loans, Credit Cards, Payroll Services, Merchant Services, Merchant Accounts, Merchant Banking, Investment Banking, Brokerage, IRAs, Roth IRA, Simple IRA, SEP IRA, Traditional IRA, Letters of Credit, Debit Cards, Private Banking, Commercial Banking, Mortgage Lending, Commercial Lending, Consumer Lending, Small Business Lending, Securities Lending, Real Estate Lending, Commercial Mortgages, Banking, Deposits, Loan Servicing, Investments, Credit, Loan Origination
Education
College of Central Florida 2002 — 2004
Associate of Arts (A.A.), Finance, General
SunTrust September 2015 - Present
CAMPUS USA Credit Union December 2014 - September 2015
Wells Fargo January 2013 - December 2014
OFHinc. January 2007 - February 2013
Skills
Loans, Lines Of Credit, Retail Banking, Commercial Lines, Mortgage Banking, Retirement Savings, Health Savings Accounts, Savings Accounts, College Savings Plans, Insurance, Health Insurance, Life Insurance, Term Life Insurance, General Insurance, Home Equity Lines of..., Home Equity Loans, Student Loans, Car Loans, Unsecured Loans, Business Loans, Construction Loans, Credit Cards, Payroll Services, Merchant Services, Merchant Accounts, Merchant Banking, Investment Banking, Brokerage, IRAs, Roth IRA, Simple IRA, SEP IRA, Traditional IRA, Letters of Credit, Debit Cards, Private Banking, Commercial Banking, Mortgage Lending, Commercial Lending, Consumer Lending, Small Business Lending, Securities Lending, Real Estate Lending, Commercial Mortgages, Banking, Deposits, Loan Servicing, Investments, Credit, Loan Origination
Education
College of Central Florida 2002 — 2004
Associate of Arts (A.A.), Finance, General
Chris Kleinbauer's Wells Fargo Experience 2009 - 2011
Job Senior Director, Program & Portfolio Management, Digital & Mobile Product Development at Visa
Industry Internet
Experience
VISA 2011 - Present
Wells Fargo 2009 - 2011
JPMorgan Chase 2007 - 2009
Charles Schwab & Co., Inc. 2004 - 2006
Charles Schwab & Co., Inc. 2002 - 2004
Charles Schwab & Co., Inc. 2001 - 2002
Charles Schwab & Co., Inc. 1998 - 2001
Charles Schwab & Co., Inc. 1996 - 1998
Charles Schwab & Co., Inc. 1994 - 1996
Skills
Program Management, Financial Services, Cross-functional Team..., PMO, Project Portfolio..., Business Analysis, Process Improvement, Project Management, Business Process..., Product Development, PMP, Integration, Leadership, SDLC, Business Process..., Management, Agile Project Management, Certified Scrum Master..., Scaled Agile Framework..., E-commerce, Relationship Management, Lean Software..., Resource Management, Governance, Software Project..., Requirements Analysis, IT Strategy, Change Management, Staff Development, Scrum, Vendor Management, Business Requirements, Competitive Intelligence, Business Process, Product Management, Analytics, Business, Agile Methodologies
Education
Stanford University
Bachelor's degree, Human Biology
Stanford University 2004 — 2005
Certificate (Stanford Certified Project Manager), Stanford Advanced Project Management Program, Stanford Center for Professional Development
College for Financial Planning 1993 — 1994
Certificate, CFP Professional Education Program
VISA 2011 - Present
Wells Fargo 2009 - 2011
JPMorgan Chase 2007 - 2009
Charles Schwab & Co., Inc. 2004 - 2006
Charles Schwab & Co., Inc. 2002 - 2004
Charles Schwab & Co., Inc. 2001 - 2002
Charles Schwab & Co., Inc. 1998 - 2001
Charles Schwab & Co., Inc. 1996 - 1998
Charles Schwab & Co., Inc. 1994 - 1996
Skills
Program Management, Financial Services, Cross-functional Team..., PMO, Project Portfolio..., Business Analysis, Process Improvement, Project Management, Business Process..., Product Development, PMP, Integration, Leadership, SDLC, Business Process..., Management, Agile Project Management, Certified Scrum Master..., Scaled Agile Framework..., E-commerce, Relationship Management, Lean Software..., Resource Management, Governance, Software Project..., Requirements Analysis, IT Strategy, Change Management, Staff Development, Scrum, Vendor Management, Business Requirements, Competitive Intelligence, Business Process, Product Management, Analytics, Business, Agile Methodologies
Education
Stanford University
Bachelor's degree, Human Biology
Stanford University 2004 — 2005
Certificate (Stanford Certified Project Manager), Stanford Advanced Project Management Program, Stanford Center for Professional Development
College for Financial Planning 1993 — 1994
Certificate, CFP Professional Education Program
Amy Peifer Amy Peifer's Wells Fargo Experience October 2013 - Present
Job Senior Client Associate
Industry Banking
Experience
Wells Fargo October 2013 - Present
Wells Fargo December 2012 - October 2013
Wells Fargo November 2010 - December 2012
Wells Fargo November 2007 - November 2010
Wells Fargo September 2006 - November 2007
Skills
Training, Management, Sales, Coaching, Customer Service, Time Management, Mortgage Lending, Organizational..., Mortgage Banking, Finance, Underwriting, Loans, Credit, Consumer Lending, Banking, Loan Origination, Cross Selling, Home Equity Loans, Refinance, Relationship Management, Home Equity Lines of..., Retail Banking, Residential Mortgages, Deposits, Credit Cards, Private Banking, Customer Experience
Education
College for Financial Planning 2014 — 2015
Registered Paraplanner, Financial Planning and Services
Wells Fargo October 2013 - Present
Wells Fargo December 2012 - October 2013
Wells Fargo November 2010 - December 2012
Wells Fargo November 2007 - November 2010
Wells Fargo September 2006 - November 2007
Skills
Training, Management, Sales, Coaching, Customer Service, Time Management, Mortgage Lending, Organizational..., Mortgage Banking, Finance, Underwriting, Loans, Credit, Consumer Lending, Banking, Loan Origination, Cross Selling, Home Equity Loans, Refinance, Relationship Management, Home Equity Lines of..., Retail Banking, Residential Mortgages, Deposits, Credit Cards, Private Banking, Customer Experience
Education
College for Financial Planning 2014 — 2015
Registered Paraplanner, Financial Planning and Services
Jed Rooney Jed Rooney's Wells Fargo Experience January 2012 - January 2012
Job Financial Management Program at General Electric
Industry Financial Services
Experience
GE January 2014 - Present
GE Transportation February 2015 - Present
GE Appliances July 2014 - January 2015
GE Appliances & Lighting January 2014 - July 2014
GE Intelligent Platforms May 2012 - August 2012
Wells Fargo January 2012 - January 2012
GE May 2011 - August 2011
Skills
Corporate Finance, Accounting, Managerial Finance, Leadership
Education
Colby College 2009 — 2013
Bachelor's degree, Economics
GE January 2014 - Present
GE Transportation February 2015 - Present
GE Appliances July 2014 - January 2015
GE Appliances & Lighting January 2014 - July 2014
GE Intelligent Platforms May 2012 - August 2012
Wells Fargo January 2012 - January 2012
GE May 2011 - August 2011
Skills
Corporate Finance, Accounting, Managerial Finance, Leadership
Education
Colby College 2009 — 2013
Bachelor's degree, Economics
Barnwell Cromer Barnwell Cromer's Wells Fargo Experience August 2013 - Present
Job Customer Sales and Service Representative at Wells Fargo
Industry Fine Art
Experience
Wells Fargo August 2013 - Present
ArtSpaces Design & Marketing January 2013 - May 2013
Skills
Painting, Adobe Photoshop, Adobe InDesign, Adobe Creative Suite, Photoshop, Adobe Illustrator, Microsoft Office, Microsoft Word, Microsoft PowerPoint, Marketing, Social Media, Advertising, InDesign, Management, Sales
Education
College of Charleston 2009 — 2013
B.A., Arts Management
Richland Northeast High School 2005 — 2009
Wells Fargo August 2013 - Present
ArtSpaces Design & Marketing January 2013 - May 2013
Skills
Painting, Adobe Photoshop, Adobe InDesign, Adobe Creative Suite, Photoshop, Adobe Illustrator, Microsoft Office, Microsoft Word, Microsoft PowerPoint, Marketing, Social Media, Advertising, InDesign, Management, Sales
Education
College of Charleston 2009 — 2013
B.A., Arts Management
Richland Northeast High School 2005 — 2009
Barron Whitehead Barron Whitehead's Wells Fargo Experience January 2011 - Present
Job .NET and SQL Developer
Industry Information Technology and Services
Experience
Wells Fargo January 2011 - Present
Billy Casper Golf August 2009 - January 2011
AIS - Advanced Imaging Systems September 2007 - August 2009
Restoration Hardware October 2005 - August 2007
Skills
SSRS, Microsoft SQL Server, ASP.NET, VB.NET, C#, VBScript, Oracle, Business Objects, Powershell, Analysis Services, Batch Processing, SSIS, Business Intelligence, Data Warehousing, ETL, T-SQL, PL/SQL, Database Design, Database Administration, MDX, Crystal Reports, Web Services, .NET Compact Framework, OLAP, OLTP, DLL, Database Security, XML, XSLT, HTML, CSS, OLEDB, ADO, TFS, VSS, Log Shipping, Database Integrity, Data Mining, Subversion, .NET, ODS, Agile Methodologies, SDLC, Object Oriented Design, Visual Basic, Visio
Education
Rock Hill High
Rock Hill High
College of Charleston 2000 — 2004
BS, Pure Mathematics
College of Charleston 2000 — 2004
BA, Computer Science
Wells Fargo January 2011 - Present
Billy Casper Golf August 2009 - January 2011
AIS - Advanced Imaging Systems September 2007 - August 2009
Restoration Hardware October 2005 - August 2007
Skills
SSRS, Microsoft SQL Server, ASP.NET, VB.NET, C#, VBScript, Oracle, Business Objects, Powershell, Analysis Services, Batch Processing, SSIS, Business Intelligence, Data Warehousing, ETL, T-SQL, PL/SQL, Database Design, Database Administration, MDX, Crystal Reports, Web Services, .NET Compact Framework, OLAP, OLTP, DLL, Database Security, XML, XSLT, HTML, CSS, OLEDB, ADO, TFS, VSS, Log Shipping, Database Integrity, Data Mining, Subversion, .NET, ODS, Agile Methodologies, SDLC, Object Oriented Design, Visual Basic, Visio
Education
Rock Hill High
Rock Hill High
College of Charleston 2000 — 2004
BS, Pure Mathematics
College of Charleston 2000 — 2004
BA, Computer Science
Mitzi Mulloy's Wells Fargo Experience January 1995 - September 2000
Job Trust Officer at US Trust
Industry Legal Services
Experience
US Trust August 2012 - Present
Sawyer & Sawyer, PA June 2001 - August 2012
Wells Fargo January 1995 - September 2000
Skills
Legal Research, Pleadings, Legal Writing, Courts, Microsoft Word, Microsoft Excel, Guardianship, Customer Service, Outlook, Research, Estate Planning, Trusts, Banking, Finance, Trust Services, Wealth, Asset Management, Wealth Management, Financial Services, Financial Planning
Education
College for Financial Planning 1985 — 1987
CFP, Financial Planning and Services
George Mason University 1979 — 1984
Bachelor of Science (BS), Psychology
US Trust August 2012 - Present
Sawyer & Sawyer, PA June 2001 - August 2012
Wells Fargo January 1995 - September 2000
Skills
Legal Research, Pleadings, Legal Writing, Courts, Microsoft Word, Microsoft Excel, Guardianship, Customer Service, Outlook, Research, Estate Planning, Trusts, Banking, Finance, Trust Services, Wealth, Asset Management, Wealth Management, Financial Services, Financial Planning
Education
College for Financial Planning 1985 — 1987
CFP, Financial Planning and Services
George Mason University 1979 — 1984
Bachelor of Science (BS), Psychology
Matthew Tipton, CRPC® Matthew Tipton, CRPC®'s Wells Fargo Experience October 2013 - November 2013
Job Insurance Wholesaler
Industry Financial Services
Experience
The Prudential Insurance Company of America April 2014 - Present
Tipton Diversifed January 2013 - March 2014
Wells Fargo October 2013 - November 2013
Ameriprise Financial October 2010 - December 2012
Wells Fargo Investments, LLC October 2009 - July 2010
Wells Fargo Investments, LLC December 2006 - September 2009
Northland Inn & Conference Center 1998 - 2001
Skills
Retirement Planning, Sales, Insurance, Estate Planning, Investment Strategies, Investment Analysis, Investments, Wealth Management, Securities, Life Insurance, Asset Allocation, Retirement, Disability Insurance, Mutual Funds, Portfolio Management, Financial Advisory, Asset Management, Investment Advisory, Fixed Annuities, Uniform Combined State..., Financial Modeling, Investment Management, Fixed Income, 401k, Options, Pensions, Stocks, Long-term Care, Long Term Care Insurance, Variable Annuities, IRAs, Finance, 401k Rollovers
Education
College for Financial Planning 2011 — 2011
CHARTERED RETIREMENT PLANNING COUNSELOR AND CRPC®
University of Minnesota Duluth 2000 — 2005
BBA, Finance
The Prudential Insurance Company of America April 2014 - Present
Tipton Diversifed January 2013 - March 2014
Wells Fargo October 2013 - November 2013
Ameriprise Financial October 2010 - December 2012
Wells Fargo Investments, LLC October 2009 - July 2010
Wells Fargo Investments, LLC December 2006 - September 2009
Northland Inn & Conference Center 1998 - 2001
Skills
Retirement Planning, Sales, Insurance, Estate Planning, Investment Strategies, Investment Analysis, Investments, Wealth Management, Securities, Life Insurance, Asset Allocation, Retirement, Disability Insurance, Mutual Funds, Portfolio Management, Financial Advisory, Asset Management, Investment Advisory, Fixed Annuities, Uniform Combined State..., Financial Modeling, Investment Management, Fixed Income, 401k, Options, Pensions, Stocks, Long-term Care, Long Term Care Insurance, Variable Annuities, IRAs, Finance, 401k Rollovers
Education
College for Financial Planning 2011 — 2011
CHARTERED RETIREMENT PLANNING COUNSELOR AND CRPC®
University of Minnesota Duluth 2000 — 2005
BBA, Finance
Adam Kobren Adam Kobren's Wells Fargo Experience June 2006 - March 2008
Job President at bobbysue's nuts!
Industry Food Production
Experience
bobbysue's nuts! November 2013 - Present
bobbysue's nuts! July 2011 - October 2013
bobbysue's nuts! April 2008 - June 2011
Blue Dog Bakery June 2010 - October 2010
Wells Fargo June 2006 - March 2008
Vail Resorts November 2001 - April 2006
Coronet Peak June 2004 - October 2005
Skills
Finance, Investments, Pricing, Banking, Financial Modeling, Financial Analysis, Small Business, Strategy, Marketing, Retail, Management, Marketing Strategy, Forecasting, Cross-functional Team..., Market Research
Education
University of Washington, Michael G. Foster School of Business 2009 — 2011
MBA, Entrepreneurial Finance
Colgate University 1997 — 2001
BA, Economics/Sociology
bobbysue's nuts! November 2013 - Present
bobbysue's nuts! July 2011 - October 2013
bobbysue's nuts! April 2008 - June 2011
Blue Dog Bakery June 2010 - October 2010
Wells Fargo June 2006 - March 2008
Vail Resorts November 2001 - April 2006
Coronet Peak June 2004 - October 2005
Skills
Finance, Investments, Pricing, Banking, Financial Modeling, Financial Analysis, Small Business, Strategy, Marketing, Retail, Management, Marketing Strategy, Forecasting, Cross-functional Team..., Market Research
Education
University of Washington, Michael G. Foster School of Business 2009 — 2011
MBA, Entrepreneurial Finance
Colgate University 1997 — 2001
BA, Economics/Sociology
Rob Fay's Wells Fargo Experience October 2010 - November 2012
Job Unix MidTier Administrator at Intermountain Healthcare
Industry Information Technology and Services
Experience
Intermountain Healthcare May 2013 - Present
Wells Fargo October 2010 - November 2012
Mediacom Communications Corporation March 2009 - November 2010
Aviva USA September 2007 - June 2009
Iowa Foundation for Medical Care June 2000 - September 2007
Pocatello Police Department January 1997 - May 2000
City of Pocatello February 1996 - January 1997
UCSD Medical Center January 1991 - November 1991
Skills
Solaris, NetApp, Visio, SQL, Perl, RedHat, Apache, AIX, EMC Storage, COBOL, Nagios, Ksh, SAN, Unix, Linux, Red Hat Linux, System Administration, Data Center, Operating Systems, Storage, Storage Area Networks, Netbackup, Databases, Security, IBM AIX
Education
University of Phoenix 2007 — 2008
MIS, Information Systems
William Penn University 2002 — 2005
BS, Information Systems Management
Idaho State University 1998 — 2000
Computer Science
Coleman College 1990 — 1992
AS, Computer Science
Mira Mesa High 1981 — 1984
Intermountain Healthcare May 2013 - Present
Wells Fargo October 2010 - November 2012
Mediacom Communications Corporation March 2009 - November 2010
Aviva USA September 2007 - June 2009
Iowa Foundation for Medical Care June 2000 - September 2007
Pocatello Police Department January 1997 - May 2000
City of Pocatello February 1996 - January 1997
UCSD Medical Center January 1991 - November 1991
Skills
Solaris, NetApp, Visio, SQL, Perl, RedHat, Apache, AIX, EMC Storage, COBOL, Nagios, Ksh, SAN, Unix, Linux, Red Hat Linux, System Administration, Data Center, Operating Systems, Storage, Storage Area Networks, Netbackup, Databases, Security, IBM AIX
Education
University of Phoenix 2007 — 2008
MIS, Information Systems
William Penn University 2002 — 2005
BS, Information Systems Management
Idaho State University 1998 — 2000
Computer Science
Coleman College 1990 — 1992
AS, Computer Science
Mira Mesa High 1981 — 1984
Cherie Courtier's Wells Fargo Experience December 2000 - Present
Job Software Engineer
Industry Banking
Experience
Wells Fargo December 2000 - Present
GE Capital May 1996 - November 2000
Education
Coleman College 1992 — 1992
Bachelor of Science (BS), Computer and Information Sciences, General
University of San Diego 1984 — 1988
Bachelor of Business Administration (BBA), Business Administration and Management, General
Wells Fargo December 2000 - Present
GE Capital May 1996 - November 2000
Education
Coleman College 1992 — 1992
Bachelor of Science (BS), Computer and Information Sciences, General
University of San Diego 1984 — 1988
Bachelor of Business Administration (BBA), Business Administration and Management, General
Jaime Roman's Wells Fargo Experience October 2012 - Present
Job eFX at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2012 - Present
Integral Development Corp 2009 - Present
Integral Development Corporation 2007 - 2009
Integral Development Corporation 2003 - 2007
Skills
Product Strategy, Trading Systems, FX, Product Management, Sales, Trading, Financial Services, Financial Markets, Management, Electronic Trading, Agile Methodologies, Solution Selling, Business Development, CRM
Education
Colgate University 1989 — 1993
Wells Fargo October 2012 - Present
Integral Development Corp 2009 - Present
Integral Development Corporation 2007 - 2009
Integral Development Corporation 2003 - 2007
Skills
Product Strategy, Trading Systems, FX, Product Management, Sales, Trading, Financial Services, Financial Markets, Management, Electronic Trading, Agile Methodologies, Solution Selling, Business Development, CRM
Education
Colgate University 1989 — 1993
Suzi Cook's Wells Fargo Experience 1996 - 1997
Job Health Insurance Specialist at Russell & Cook Insurance
Industry Real Estate
Experience
Russell and Cook Insurance January 2013 - Present
Frills & Whimsy January 2007 - Present
Art & Artifacts Gallery 2009 - 2013
Avenue Realty / Stagedhomeworks January 2004 - January 2009
STAR (Safe Teens on America's Roads) 2002 - 2004
SunCom Wireless March 2001 - February 2002
Homebytes 2000 - 2001
Long & Foster Companies 1999 - 2000
First Health 1997 - 1999
Wells Fargo 1996 - 1997
Skills
Residential Homes, Marketing, Real Estate, Sales, Customer Service, Email Marketing, Training, Press Releases, Graphic Design, Marketing Strategy, Budgets, Event Management, Event Planning
Education
Salem College 1992 — 1994
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
Université Stendhal (Grenoble III) 1992 — 1992
Certificate - study abroad, French studies
College of Charleston 1989 — 1992
Transfer to Salem, Business Administration and Management, General
Russell and Cook Insurance January 2013 - Present
Frills & Whimsy January 2007 - Present
Art & Artifacts Gallery 2009 - 2013
Avenue Realty / Stagedhomeworks January 2004 - January 2009
STAR (Safe Teens on America's Roads) 2002 - 2004
SunCom Wireless March 2001 - February 2002
Homebytes 2000 - 2001
Long & Foster Companies 1999 - 2000
First Health 1997 - 1999
Wells Fargo 1996 - 1997
Skills
Residential Homes, Marketing, Real Estate, Sales, Customer Service, Email Marketing, Training, Press Releases, Graphic Design, Marketing Strategy, Budgets, Event Management, Event Planning
Education
Salem College 1992 — 1994
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
Université Stendhal (Grenoble III) 1992 — 1992
Certificate - study abroad, French studies
College of Charleston 1989 — 1992
Transfer to Salem, Business Administration and Management, General
Charles Curry, CFP®'s Wells Fargo Experience October 2008 - February 2010
Job VP Financial Consultant at Charles Schwab
Industry Banking
Experience
Charles Schwab March 2014 - Present
Charles Schwab February 2010 - March 2014
Wells Fargo October 2008 - February 2010
SunTrust Bank April 2003 - October 2008
Skills
Wealth Management, Series 7, Strategic Financial..., Investments, Banking, Series 63, Investment Management, Financial Services, Insurance, Wealth Management..., Fixed Annuities, Commercial Lending, Credit, Financial Advisory, Wealth, Personal Finance, Trust Services, Loans, Commercial Banking
Education
College for Financial Planning 2005 — 2007
CFP®
Rollins College 1996 — 1998
MBA, Finance and Financial Management Services
Wake Forest University 1992 — 1996
BA
Charles Schwab March 2014 - Present
Charles Schwab February 2010 - March 2014
Wells Fargo October 2008 - February 2010
SunTrust Bank April 2003 - October 2008
Skills
Wealth Management, Series 7, Strategic Financial..., Investments, Banking, Series 63, Investment Management, Financial Services, Insurance, Wealth Management..., Fixed Annuities, Commercial Lending, Credit, Financial Advisory, Wealth, Personal Finance, Trust Services, Loans, Commercial Banking
Education
College for Financial Planning 2005 — 2007
CFP®
Rollins College 1996 — 1998
MBA, Finance and Financial Management Services
Wake Forest University 1992 — 1996
BA
Heidi Tyng Piche's Wells Fargo Experience June 2006 - March 2013
Job Managing Director at Wells Fargo
Industry Banking
Experience
Wells Fargo Restaurant Finance March 2013 - Present
Wells Fargo June 2006 - March 2013
Bank of America 2004 - 2006
Fleet Bank 2000 - 2004
Education
Colby College 1995 — 1999
BA, Psychology and Finance
Wells Fargo Restaurant Finance March 2013 - Present
Wells Fargo June 2006 - March 2013
Bank of America 2004 - 2006
Fleet Bank 2000 - 2004
Education
Colby College 1995 — 1999
BA, Psychology and Finance
Scott Holsten's Wells Fargo Experience January 2014 - Present
Job Web Developer SharePoint at Wells Fargo
Industry E-Learning
Experience
Wells Fargo January 2014 - Present
Norwich University Applied Research Institutes (NUARI) March 2010 - January 2014
Competitive Computing August 2007 - March 2010
Norwich University, NUARI July 2005 - August 2007
Skills
SharePoint, C#, ASP.NET, SQL, Web Development, SQL Server, .NET, HTML, Web Services, XML, Visual Studio, Programming, Agile, Software Development, MOSS 2007, AJAX, jQuery, CSS, Microsoft SQL Server, Microsoft Office..., Agile Methodologies, Visio, IIS, LINQ, WCF, T-SQL, ADO.NET, JavaScript, SSRS
Education
Coleman College 1998 — 2000
BS, Computer Information Science
Monmouth University 1986 — 1991
BS, Business, Marketing
Wells Fargo January 2014 - Present
Norwich University Applied Research Institutes (NUARI) March 2010 - January 2014
Competitive Computing August 2007 - March 2010
Norwich University, NUARI July 2005 - August 2007
Skills
SharePoint, C#, ASP.NET, SQL, Web Development, SQL Server, .NET, HTML, Web Services, XML, Visual Studio, Programming, Agile, Software Development, MOSS 2007, AJAX, jQuery, CSS, Microsoft SQL Server, Microsoft Office..., Agile Methodologies, Visio, IIS, LINQ, WCF, T-SQL, ADO.NET, JavaScript, SSRS
Education
Coleman College 1998 — 2000
BS, Computer Information Science
Monmouth University 1986 — 1991
BS, Business, Marketing
Aletha Seidel's Wells Fargo Experience March 2010 - Present
Job Operations Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2010 - Present
Wells Fargo March 2010 - August 2011
Wells Fargo Bank 2004 - March 2010
Mellon HRIS 1998 - 2002
Skills
Process Improvement, Personnel Development, Personnel Leadership
Education
University of Phoenix 2001 — 2009
Masters of Business Administration, Accounting
College for Financial Planning 1999 — 2002
Certified Financial Planner, Financial Planning
Wells Fargo March 2010 - Present
Wells Fargo March 2010 - August 2011
Wells Fargo Bank 2004 - March 2010
Mellon HRIS 1998 - 2002
Skills
Process Improvement, Personnel Development, Personnel Leadership
Education
University of Phoenix 2001 — 2009
Masters of Business Administration, Accounting
College for Financial Planning 1999 — 2002
Certified Financial Planner, Financial Planning
Ted Brand's Wells Fargo Experience November 2001 - Present
Job Senior Consultant at Zeros & Ones at Datacard
Industry Information Technology and Services
Experience
Wells Fargo November 2001 - Present
Zeros & Ones March 2002 - November 2013
Iceberg Technology Group at Cargill November 2010 - July 2011
Target June 2006 - December 2006
Soft Link Inc 1995 - 2001
Norwest Bank June 1988 - February 1995
Skills
Business Analysis, Enterprise Architecture, PeopleSoft, PeopleTools, SDLC, Requirements Analysis, Requirements Gathering, PeopleCode, Business Requirements, Data Warehousing, SQL, SQR, DB2, COBOL, Integration, Visio, Data Conversion, HRIS, Systems Analysis, Leadership, Process Improvement, User Acceptance Testing, Testing, Data Modeling
Education
University of Minnesota - Carlson School of Management 1986 — 1988
MBA, MIS
Colgate University 1979 — 1983
Bachelor of Arts (B.A.), Russian Studies
Wells Fargo November 2001 - Present
Zeros & Ones March 2002 - November 2013
Iceberg Technology Group at Cargill November 2010 - July 2011
Target June 2006 - December 2006
Soft Link Inc 1995 - 2001
Norwest Bank June 1988 - February 1995
Skills
Business Analysis, Enterprise Architecture, PeopleSoft, PeopleTools, SDLC, Requirements Analysis, Requirements Gathering, PeopleCode, Business Requirements, Data Warehousing, SQL, SQR, DB2, COBOL, Integration, Visio, Data Conversion, HRIS, Systems Analysis, Leadership, Process Improvement, User Acceptance Testing, Testing, Data Modeling
Education
University of Minnesota - Carlson School of Management 1986 — 1988
MBA, MIS
Colgate University 1979 — 1983
Bachelor of Arts (B.A.), Russian Studies
Jon Breier's Wells Fargo Experience May 2008 - Present
Job Analyst at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo May 2008 - Present
Skills
SharePoint, Active Directory, Business Analysis, Visio, Disaster Recovery, SDLC, Enterprise Architecture, Software Documentation, Information Technology, Requirements Gathering, ITIL, Integration, Requirements Analysis, Process Improvement, Management, SQL
Education
Syracuse University 1991 — 1992
M.S., Television/Radio/Film
Colgate University 1986 — 1990
B.A., Stuff
Wells Fargo May 2008 - Present
Skills
SharePoint, Active Directory, Business Analysis, Visio, Disaster Recovery, SDLC, Enterprise Architecture, Software Documentation, Information Technology, Requirements Gathering, ITIL, Integration, Requirements Analysis, Process Improvement, Management, SQL
Education
Syracuse University 1991 — 1992
M.S., Television/Radio/Film
Colgate University 1986 — 1990
B.A., Stuff
Deborah Ironson's Wells Fargo Experience July 2013 - July 2014
Job Managing Director at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey August 2014 - Present
Wells Fargo July 2013 - July 2014
JP Morgan June 2008 - July 2013
Citigroup 1987 - 2008
Citigroup June 2004 - January 2007
Citigroup March 2002 - June 2004
Citi October 1987 - March 2002
Chemical Bank June 1986 - October 1987
Bankers Trust August 1980 - May 1986
Education
Colgate University
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance, General
Princeton University
A.B., French/Italian
SunTrust Robinson Humphrey August 2014 - Present
Wells Fargo July 2013 - July 2014
JP Morgan June 2008 - July 2013
Citigroup 1987 - 2008
Citigroup June 2004 - January 2007
Citigroup March 2002 - June 2004
Citi October 1987 - March 2002
Chemical Bank June 1986 - October 1987
Bankers Trust August 1980 - May 1986
Education
Colgate University
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance, General
Princeton University
A.B., French/Italian
Amy Henthorn-Powell's Wells Fargo Experience November 2007 - December 2009
Job Securities Examiner III at State of Tennessee, Dept of Commerce and Insurance
Industry Government Relations
Experience
State of Tennessee, Dept of Commerce and Insurance May 2014 - Present
State of Tennessee, Dept of Commerce & Insurance September 2013 - May 2014
Zeiders Enterprises, Inc. November 2012 - April 2013
Healthnet, MHNGS June 2010 - November 2012
Wells Fargo November 2007 - December 2009
SunTrust Bank July 2005 - October 2007
First Tennessee Bank January 2001 - July 2005
Regions Morgan Keegan September 1999 - December 2000
First Chicago NBD, now JP Morgan Chase February 1997 - April 1999
Mesirow Financial 1994 - 1997
Skills
Wealth Management, Investments, Strategic Financial..., Retirement Planning, Financial Advisory, Estate Planning, Finance, Financial Planners, Employee Benefits, Loans, Wealth, Financial Planning, Financial Analysis, 401k, Credit Management, Series 7, Portfolio Management, Fixed Annuities, Money Management, Personal Finance, Management, Financial Services, Pensions, Investment Strategies, Credit, Retirement, Asset Allocation, Mutual Funds, Wealth Management..., Investment Advisory, Personal Financial..., Training, Analysis, Series 63, Financial Literacy &..., Spending Plans, Military Pay & Benefits, Valuation, Time Management, Small Business, Certified Financial..., Financial Education, Risk Management, Financial Analysis..., Lifestyle Analysis, Investment Analysis and..., Securities Regulation, Securities Fraud..., Securities, Banking
Education
Institute for Divorce Financial Analysts 2002 — 2006
Certificate, Divorce Financial Analysis
College for Financial Planning 1996 — 1998
Certificate, Financial Planning
Illinois State University 1986 — 1990
Bachelor of Science, Sociology
Libertyville High School 1982 — 1986
diploma, college prep
State of Tennessee, Dept of Commerce and Insurance May 2014 - Present
State of Tennessee, Dept of Commerce & Insurance September 2013 - May 2014
Zeiders Enterprises, Inc. November 2012 - April 2013
Healthnet, MHNGS June 2010 - November 2012
Wells Fargo November 2007 - December 2009
SunTrust Bank July 2005 - October 2007
First Tennessee Bank January 2001 - July 2005
Regions Morgan Keegan September 1999 - December 2000
First Chicago NBD, now JP Morgan Chase February 1997 - April 1999
Mesirow Financial 1994 - 1997
Skills
Wealth Management, Investments, Strategic Financial..., Retirement Planning, Financial Advisory, Estate Planning, Finance, Financial Planners, Employee Benefits, Loans, Wealth, Financial Planning, Financial Analysis, 401k, Credit Management, Series 7, Portfolio Management, Fixed Annuities, Money Management, Personal Finance, Management, Financial Services, Pensions, Investment Strategies, Credit, Retirement, Asset Allocation, Mutual Funds, Wealth Management..., Investment Advisory, Personal Financial..., Training, Analysis, Series 63, Financial Literacy &..., Spending Plans, Military Pay & Benefits, Valuation, Time Management, Small Business, Certified Financial..., Financial Education, Risk Management, Financial Analysis..., Lifestyle Analysis, Investment Analysis and..., Securities Regulation, Securities Fraud..., Securities, Banking
Education
Institute for Divorce Financial Analysts 2002 — 2006
Certificate, Divorce Financial Analysis
College for Financial Planning 1996 — 1998
Certificate, Financial Planning
Illinois State University 1986 — 1990
Bachelor of Science, Sociology
Libertyville High School 1982 — 1986
diploma, college prep
Paul Wholley's Wells Fargo Experience 1994 - Present
Job VP at Wells Fargo
Industry Banking
Experience
Wells Fargo 1994 - Present
Wells Fargo May 1993 - Present
Skills
Capital Markets, Wealth Management, Mutual Funds, Investments, Customer-focused
Education
Colgate University 1985 — 1989
Bachelor's degree, Economics
Wells Fargo 1994 - Present
Wells Fargo May 1993 - Present
Skills
Capital Markets, Wealth Management, Mutual Funds, Investments, Customer-focused
Education
Colgate University 1985 — 1989
Bachelor's degree, Economics
Bud Bradford's Wells Fargo Experience 1995 - 1996
Job VP Regional Manager at EFS Logistics
Industry Oil & Energy
Experience
EFS Logistics September 2012 - Present
GAMA May 2011 - July 2012
AMS Advisors, LLC August 2008 - 2010
MBM Advisors July 2007 - January 2008
Bank of Texas November 2006 - July 2007
First Hawaiian Bank March 2000 - August 2006
Wells Fargo 1995 - 1996
Skills
Series 7, Investments, New Business Development, Mutual Funds, Retirement Planning, Fixed Annuities, Training
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Accredited Investment Fiduciary
College for Financial Planning
Chartered Retirement Plan Specialist
University of Houston
Bachelor of Science, Business Administraion
Tyler Junior College
EFS Logistics September 2012 - Present
GAMA May 2011 - July 2012
AMS Advisors, LLC August 2008 - 2010
MBM Advisors July 2007 - January 2008
Bank of Texas November 2006 - July 2007
First Hawaiian Bank March 2000 - August 2006
Wells Fargo 1995 - 1996
Skills
Series 7, Investments, New Business Development, Mutual Funds, Retirement Planning, Fixed Annuities, Training
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Accredited Investment Fiduciary
College for Financial Planning
Chartered Retirement Plan Specialist
University of Houston
Bachelor of Science, Business Administraion
Tyler Junior College
Michael Koonce's Wells Fargo Experience 2009 - Present
Job Managing Counsel at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2009 - Present
Evergreen Investments 1998 - 2008
Wachovia Corporation 1998 - 2008
Liberty Financial 1995 - 1998
Colonial Management Associates 1992 - 1998
Ropes & Gray 1988 - 1992
Skills
Securities, Mutual Funds, Corporate Governance, Securities Regulation, Asset Managment, Hedge Funds, FINRA, Due Diligence, Investment Management, Investments, Financial Services, Mergers, Private Equity, Capital Markets, Risk Management, Corporate Law, Mergers & Acquisitions, Asset Management, Alternative Investments, AML, Equities, Financial Regulation, Investment Advisory
Education
Northeastern University School of Law 1984 — 1987
JD, Law
Colby College 1978 — 1982
BA, Economics, Administrative Science
Wells Fargo 2009 - Present
Evergreen Investments 1998 - 2008
Wachovia Corporation 1998 - 2008
Liberty Financial 1995 - 1998
Colonial Management Associates 1992 - 1998
Ropes & Gray 1988 - 1992
Skills
Securities, Mutual Funds, Corporate Governance, Securities Regulation, Asset Managment, Hedge Funds, FINRA, Due Diligence, Investment Management, Investments, Financial Services, Mergers, Private Equity, Capital Markets, Risk Management, Corporate Law, Mergers & Acquisitions, Asset Management, Alternative Investments, AML, Equities, Financial Regulation, Investment Advisory
Education
Northeastern University School of Law 1984 — 1987
JD, Law
Colby College 1978 — 1982
BA, Economics, Administrative Science
Terry Lee [LION]'s Wells Fargo Experience January 1992 - July 2003
Job Trust Officer and Officer manager at Summit Trust Company
Industry Banking
Experience
Summit Trust Company July 2008 - December 2012
Harrington & Reed, Inc February 2008 - July 2008
Preferred Trust Company February 2007 - January 2008
Vestin Advisors Inc. July 2003 - December 2006
Wells Fargo January 1992 - July 2003
Valley Bank of Nevada January 1978 - December 1989
Education
American Institute of Banking 1990 — 2000
Investment and banking
College for Financial Planning 1993 — 1994
Financial Planning for Trust Accounts
University of Arizona 1969 — 1972
Business
American Institute of Technology 1967 — 1968
Computer Programming
Summit Trust Company July 2008 - December 2012
Harrington & Reed, Inc February 2008 - July 2008
Preferred Trust Company February 2007 - January 2008
Vestin Advisors Inc. July 2003 - December 2006
Wells Fargo January 1992 - July 2003
Valley Bank of Nevada January 1978 - December 1989
Education
American Institute of Banking 1990 — 2000
Investment and banking
College for Financial Planning 1993 — 1994
Financial Planning for Trust Accounts
University of Arizona 1969 — 1972
Business
American Institute of Technology 1967 — 1968
Computer Programming
Gale Elson, CISA, CRISC's Wells Fargo Experience September 2001 - Present
Job Operational Risk Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2001 - Present
Systematic Technology Solutions February 1998 - March 2001
Wells Fargo Bank September 1996 - May 1997
First Interstate February 1995 - September 1996
Wells Fargo Bank September 1994 - February 1995
HomeFed Bank July 1989 - April 1994
Rohr Industries September 1988 - July 1989
IVAC Corp December 1985 - September 1988
Foodmaker-Jack in the Box May 1977 - December 1985
Education
National University 1981 — 1984
BBA
Coleman College 1972 — 1973
Wells Fargo September 2001 - Present
Systematic Technology Solutions February 1998 - March 2001
Wells Fargo Bank September 1996 - May 1997
First Interstate February 1995 - September 1996
Wells Fargo Bank September 1994 - February 1995
HomeFed Bank July 1989 - April 1994
Rohr Industries September 1988 - July 1989
IVAC Corp December 1985 - September 1988
Foodmaker-Jack in the Box May 1977 - December 1985
Education
National University 1981 — 1984
BBA
Coleman College 1972 — 1973
Shannon Horton's Wells Fargo Experience 2007 - 2010
Job Deputy CCO at KKR Asset Management
Industry Financial Services
Experience
KKR Asset Management December 2011 - Present
Nelson Capital Management, LLC January 2010 - November 2011
Wells Fargo 2007 - 2010
Osterweis Capital Management December 2005 - March 2007
JP Morgan Partners April 2000 - May 2005
Skills
Private Equity, Alternative Investments, Asset Management, Due Diligence, Equities, Finance, Hedge Funds
Education
Colgate University
Bachelor of Arts, Political Science
KKR Asset Management December 2011 - Present
Nelson Capital Management, LLC January 2010 - November 2011
Wells Fargo 2007 - 2010
Osterweis Capital Management December 2005 - March 2007
JP Morgan Partners April 2000 - May 2005
Skills
Private Equity, Alternative Investments, Asset Management, Due Diligence, Equities, Finance, Hedge Funds
Education
Colgate University
Bachelor of Arts, Political Science
Gabriel Lukosz's Wells Fargo Experience April 2013 - October 2014
Job Wells Fargo Data Center Project Coordinator
Industry Information Technology and Services
Experience
Wells Fargo April 2013 - October 2014
Union Bank January 2013 - April 2013
Wells Fargo March 2009 - September 2010
Wells Fargo Corporate Enterprise Hosting Services March 2007 - September 2008
Sim J Harris Communications May 2003 - September 2003
Skills
Troubleshooting, Microsoft Excel, Team Leadership, Management, Testing, Databases, Data Center, Unix, Servers, Windows, Project Management, Data Analysis, Business Analysis, Microsoft Office, Customer Service, Budgets, Leadership, PowerPoint, Time Management, Team Building, Microsoft Word, Operating Systems, Customer Satisfaction, Coaching
Education
Coleman College 2010 — 2011
Tech Certifications, Computer Networking & Security
San Diego State University-California State University 2003 — 2006
Bachelors, Environmental studies
Wells Fargo April 2013 - October 2014
Union Bank January 2013 - April 2013
Wells Fargo March 2009 - September 2010
Wells Fargo Corporate Enterprise Hosting Services March 2007 - September 2008
Sim J Harris Communications May 2003 - September 2003
Skills
Troubleshooting, Microsoft Excel, Team Leadership, Management, Testing, Databases, Data Center, Unix, Servers, Windows, Project Management, Data Analysis, Business Analysis, Microsoft Office, Customer Service, Budgets, Leadership, PowerPoint, Time Management, Team Building, Microsoft Word, Operating Systems, Customer Satisfaction, Coaching
Education
Coleman College 2010 — 2011
Tech Certifications, Computer Networking & Security
San Diego State University-California State University 2003 — 2006
Bachelors, Environmental studies
Linda Paige's Wells Fargo Experience June 2014 - Present
Job Fiduciary Advisory Specialist at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2014 - Present
Watauga County Schools August 2006 - June 2014
Wachovia 1994 - 2006
Skills
Trust Services, Wealth Management, Retirement Planning, Investment Advisory, Banking, Portfolio Management, Mutual Funds, Asset Allocation, Credit, Investments, Wealth Management..., Series 7, Securities, Private Banking
Education
College for Financial Planning
Certified Financial Planning Designation
Florida Atlantic University
B.S. Finance, with honors, Finance
Wells Fargo June 2014 - Present
Watauga County Schools August 2006 - June 2014
Wachovia 1994 - 2006
Skills
Trust Services, Wealth Management, Retirement Planning, Investment Advisory, Banking, Portfolio Management, Mutual Funds, Asset Allocation, Credit, Investments, Wealth Management..., Series 7, Securities, Private Banking
Education
College for Financial Planning
Certified Financial Planning Designation
Florida Atlantic University
B.S. Finance, with honors, Finance
Dan Comisar's Wells Fargo Experience 1997 - 2011
Job SVP, Human Resources Executive at Bank of America
Industry Banking
Experience
Bank of America 2011 - Present
Wells Fargo 1997 - 2011
Lehman Brothers 1995 - 1997
American International Group 1991 - 1995
Federated Department Stores 1987 - 1991
Education
New York University - Leonard N. Stern School of Business
MBA, Management/International Business
Colgate University 1983 — 1987
BA, Economics/Political Science
Bank of America 2011 - Present
Wells Fargo 1997 - 2011
Lehman Brothers 1995 - 1997
American International Group 1991 - 1995
Federated Department Stores 1987 - 1991
Education
New York University - Leonard N. Stern School of Business
MBA, Management/International Business
Colgate University 1983 — 1987
BA, Economics/Political Science
Michael Carver's Wells Fargo Experience September 2015 - Present
Job MBA Candidate at University of Chicago Booth School of Business
Industry Financial Services
Experience
Wells Fargo September 2015 - Present
LendStreet Financial April 2012 - June 2015
University of Chicago Booth School of Business March 2013 - 2014
Morgan Stanley June 2009 - April 2012
Morgan Stanley 2006 - 2009
Morgan Stanley 2005 - 2005
Skills
Financial Modeling, Intex, Intex Dealmaker, Intex Desktop, Bloomberg, CapIQ, VBA, Microsoft Excel, Excel, Powerpoint, SQL, Spanish, Portuguese
Education
Colgate University 2003 — 2006
BA, Economics, Math
Northeastern University 2002 — 2003
Engineering
The University of Chicago Booth School of Business
Wells Fargo September 2015 - Present
LendStreet Financial April 2012 - June 2015
University of Chicago Booth School of Business March 2013 - 2014
Morgan Stanley June 2009 - April 2012
Morgan Stanley 2006 - 2009
Morgan Stanley 2005 - 2005
Skills
Financial Modeling, Intex, Intex Dealmaker, Intex Desktop, Bloomberg, CapIQ, VBA, Microsoft Excel, Excel, Powerpoint, SQL, Spanish, Portuguese
Education
Colgate University 2003 — 2006
BA, Economics, Math
Northeastern University 2002 — 2003
Engineering
The University of Chicago Booth School of Business
Dorothy Wydman's Wells Fargo Experience November 2008 - May 2014
Job Sr. Wealth Planner at Wells Fargo Private Bank
Industry Banking
Experience
Wydman Consulting May 2014 - Present
Wells Fargo November 2008 - May 2014
Citi Smith Barney January 2006 - November 2008
Holme Roberts & Owen LLP 1985 - 2006
Skills
Estate Planning, High Net Worth..., Wealth Management, Trusts, Wealth, Wealth Management..., Estate Tax Planning, Trust Services, Retirement Planning, Strategic Financial..., Securities, Retirement, Tax, Finance, Financial Advisory
Education
College for Financial Planning
CFP®, Certified Financial Planner
Nebraska Wesleyan University 1966 — 1968
University of Northern Colorado
Bachelor of Science (BS), Education
Wydman Consulting May 2014 - Present
Wells Fargo November 2008 - May 2014
Citi Smith Barney January 2006 - November 2008
Holme Roberts & Owen LLP 1985 - 2006
Skills
Estate Planning, High Net Worth..., Wealth Management, Trusts, Wealth, Wealth Management..., Estate Tax Planning, Trust Services, Retirement Planning, Strategic Financial..., Securities, Retirement, Tax, Finance, Financial Advisory
Education
College for Financial Planning
CFP®, Certified Financial Planner
Nebraska Wesleyan University 1966 — 1968
University of Northern Colorado
Bachelor of Science (BS), Education
Christine Daniels's Wells Fargo Experience July 2008 - Present
Job SVP and Senior Relationship Manager at Wells Fargo Commercial Banking
Industry Banking
Experience
Wells Fargo July 2008 - Present
Wachovia Bank, NA August 2000 - July 2008
First Union National Bank December 1997 - July 2000
Signet Bank December 1989 - December 1997
Signet Bank September 1987 - December 1989
Skills
Process Improvement, Loans, Underwriting, Commercial Lending, Mortgage Lending, Portfolio Management, Lines Of Credit, Banking, Wealth Management, Risk Management, Commercial Banking, Relationship Management, Financial Analysis, Business Analysis, Credit, Retail Banking, Small Business Lending, Equities, Finance, Cash Management, Credit Risk, Asset Based Lending, Capital Markets, Financial Modeling, Credit Analysis, Loan Origination, Investments, Consumer Lending, Treasury Management, Strategic Planning, Leadership
Education
University of Virginia 1983 — 1987
B.S., Commerce
University of Richmond 1989 — 1993
MBA
College for Financial Planning 1996 — 1998
Certified Financial Planner
Wells Fargo July 2008 - Present
Wachovia Bank, NA August 2000 - July 2008
First Union National Bank December 1997 - July 2000
Signet Bank December 1989 - December 1997
Signet Bank September 1987 - December 1989
Skills
Process Improvement, Loans, Underwriting, Commercial Lending, Mortgage Lending, Portfolio Management, Lines Of Credit, Banking, Wealth Management, Risk Management, Commercial Banking, Relationship Management, Financial Analysis, Business Analysis, Credit, Retail Banking, Small Business Lending, Equities, Finance, Cash Management, Credit Risk, Asset Based Lending, Capital Markets, Financial Modeling, Credit Analysis, Loan Origination, Investments, Consumer Lending, Treasury Management, Strategic Planning, Leadership
Education
University of Virginia 1983 — 1987
B.S., Commerce
University of Richmond 1989 — 1993
MBA
College for Financial Planning 1996 — 1998
Certified Financial Planner
Marland Thurman's Wells Fargo Experience December 1989 - March 1998
Job Executive Neuroscience Sales Representative, Biomedicine at Eli Lilly and Company
Industry Pharmaceuticals
Experience
Eli Lilly and Company September 2010 - Present
Eli Lilly and Company January 2010 - September 2010
Eli Lilly and Company October 2005 - January 2010
Eli Lilly and Company March 2003 - October 2005
Eli Lilly and Company November 2000 - March 2003
JPMorgan Chase, Previously Bank One December 1989 - November 2000
Wells Fargo December 1989 - March 1998
Skills
Strategic Planning, Customer Service, Negotiation, Project Management, Public Speaking, Microsoft Office, Sales Management, Coaching, Sales, Business Development, Marketing, New Business Development, Cold Calling, Government, Military Experience, Sales Presentation..., Employee Training, Strategic Leadership, Situational Leadership, Managed Care, Sales Effectiveness, Pharmaceutical Sales, Product Launch, Sales Operations, Neurology, Account Management, Psychiatry, Leadership, Sales Presentations, Pharmaceutical Industry, Management, Hospital Sales
Education
Command and General Staff College 2000 — 2002
Graduate, Advanced Military and Operational Studies
Combined Arms and Services Staff School 1998 — 1999
Graduate, Military Operational Art and Science/Studies
College of Business 1986 — 1989
BBA, Finance, Insurance
Eli Lilly and Company September 2010 - Present
Eli Lilly and Company January 2010 - September 2010
Eli Lilly and Company October 2005 - January 2010
Eli Lilly and Company March 2003 - October 2005
Eli Lilly and Company November 2000 - March 2003
JPMorgan Chase, Previously Bank One December 1989 - November 2000
Wells Fargo December 1989 - March 1998
Skills
Strategic Planning, Customer Service, Negotiation, Project Management, Public Speaking, Microsoft Office, Sales Management, Coaching, Sales, Business Development, Marketing, New Business Development, Cold Calling, Government, Military Experience, Sales Presentation..., Employee Training, Strategic Leadership, Situational Leadership, Managed Care, Sales Effectiveness, Pharmaceutical Sales, Product Launch, Sales Operations, Neurology, Account Management, Psychiatry, Leadership, Sales Presentations, Pharmaceutical Industry, Management, Hospital Sales
Education
Command and General Staff College 2000 — 2002
Graduate, Advanced Military and Operational Studies
Combined Arms and Services Staff School 1998 — 1999
Graduate, Military Operational Art and Science/Studies
College of Business 1986 — 1989
BBA, Finance, Insurance
Ritu Prabhakar's Wells Fargo Experience October 2010 - October 2013
Job Accounting Associate at S.S.& Associates
Industry Financial Services
Experience
S.S. & Associates April 2014 - Present
Wells Fargo October 2010 - October 2013
First Collateral Services October 2005 - December 2008
Skills
Loans, Credit, Banking, Mortgage Lending, Finance, Cash Management, Commercial Banking, Credit Risk, Strategic Financial..., Risk Management, Accounting, Account Reconciliation, Treasury Management, Financial Reporting, Auditing, Retail Banking
Education
College of Alameda 2012 — 2013
Accounting
Heald College 2009 — 2010
A.A, Medical Asst.
S.S. & Associates April 2014 - Present
Wells Fargo October 2010 - October 2013
First Collateral Services October 2005 - December 2008
Skills
Loans, Credit, Banking, Mortgage Lending, Finance, Cash Management, Commercial Banking, Credit Risk, Strategic Financial..., Risk Management, Accounting, Account Reconciliation, Treasury Management, Financial Reporting, Auditing, Retail Banking
Education
College of Alameda 2012 — 2013
Accounting
Heald College 2009 — 2010
A.A, Medical Asst.
Alexa Arias's Wells Fargo Experience May 2012 - Present
Job Vice President Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2012 - Present
HSBC June 2011 - May 2012
HSBC 2009 - June 2011
HSBC June 2006 - 2009
Skills
Equities, Credit Risk, Derivatives, Credit Analysis, Loan Origination, Business Valuation, Financial Modeling, Asset Management, Banking, Investment Banking, Financial Institutions, Capital Markets, Portfolio Management, Credit, Fixed Income, Commercial Banking, Venture Capital, Financial Services, Treasury Management, Loans, Structured Finance, Series 7, Securities
Education
Colgate University 2002 — 2006
Bachelor of Arts (B.A.), Spanish Language and Literature
Wells Fargo May 2012 - Present
HSBC June 2011 - May 2012
HSBC 2009 - June 2011
HSBC June 2006 - 2009
Skills
Equities, Credit Risk, Derivatives, Credit Analysis, Loan Origination, Business Valuation, Financial Modeling, Asset Management, Banking, Investment Banking, Financial Institutions, Capital Markets, Portfolio Management, Credit, Fixed Income, Commercial Banking, Venture Capital, Financial Services, Treasury Management, Loans, Structured Finance, Series 7, Securities
Education
Colgate University 2002 — 2006
Bachelor of Arts (B.A.), Spanish Language and Literature
Andrew Zelnar's Wells Fargo Experience November 2013 - March 2014
Job Vice President of Production for Standard Oil Company, Inc.
Industry Oil & Energy
Experience
Standard Oil Company, Inc June 2012 - Present
Wells Fargo November 2013 - March 2014
VO Financial, Inc. November 2012 - August 2013
Standard Oil Company, Inc January 2010 - June 2012
Pepsi Bottling Group April 2009 - January 2010
Carolina Custom Construction October 2008 - April 2009
Carolina Custom Construction August 2008 - October 2008
Alltel Wireless November 2007 - August 2008
Alltel Wireless November 2006 - November 2007
Alltel Wireless November 2005 - November 2006
Skills
Cross-functional Team..., Process Improvement, Operations Management, Inventory Control, Customer Service, SAP, Income Statement, Purchasing, Inventory Management, Continuous Improvement, Supply Chain, Retail, Leadership, Manufacturing, Marketing Strategy, Lean Manufacturing, Supply Chain Management, Management, Kaizen, Sales, Value Stream Mapping, Strategic Sourcing, Materials Management, Team Building, Sales Management, Forecasting, Strategic Planning, Logistics, Training, Team Leadership, Business Strategy, Contract Negotiation, Wordsmithing, 5S, Sales Presentations, Social Media, Negotiation, Telecommunications, MRP, Operational Excellence, Marketing, Customer Satisfaction, Strategy, Six Sigma, Direct Sales, Budgets, P&L Management, Customer Experience, Recruiting, Sales Operations
Education
College of Charleston 2002 — 2005
BA, Business, Communication
University of Phoenix
Master of Business Administration (MBA), Business Administration and Management, General
Standard Oil Company, Inc June 2012 - Present
Wells Fargo November 2013 - March 2014
VO Financial, Inc. November 2012 - August 2013
Standard Oil Company, Inc January 2010 - June 2012
Pepsi Bottling Group April 2009 - January 2010
Carolina Custom Construction October 2008 - April 2009
Carolina Custom Construction August 2008 - October 2008
Alltel Wireless November 2007 - August 2008
Alltel Wireless November 2006 - November 2007
Alltel Wireless November 2005 - November 2006
Skills
Cross-functional Team..., Process Improvement, Operations Management, Inventory Control, Customer Service, SAP, Income Statement, Purchasing, Inventory Management, Continuous Improvement, Supply Chain, Retail, Leadership, Manufacturing, Marketing Strategy, Lean Manufacturing, Supply Chain Management, Management, Kaizen, Sales, Value Stream Mapping, Strategic Sourcing, Materials Management, Team Building, Sales Management, Forecasting, Strategic Planning, Logistics, Training, Team Leadership, Business Strategy, Contract Negotiation, Wordsmithing, 5S, Sales Presentations, Social Media, Negotiation, Telecommunications, MRP, Operational Excellence, Marketing, Customer Satisfaction, Strategy, Six Sigma, Direct Sales, Budgets, P&L Management, Customer Experience, Recruiting, Sales Operations
Education
College of Charleston 2002 — 2005
BA, Business, Communication
University of Phoenix
Master of Business Administration (MBA), Business Administration and Management, General
Andre Mack's Wells Fargo Experience October 2009 - March 2010
Job Professional Inside Sales Rep.
Industry Computer Networking
Experience
Wells Fargo October 2009 - March 2010
Comcast Cable March 2003 - August 2009
Apple Computer July 2002 - November 2002
Wolco Business Systems February 2002 - May 2002
Inland Business Systems January 2001 - January 2002
Harbinger/Peregrine April 2000 - November 2000
Auspex Systems, Inc January 1990 - January 1998
Skills
C++, C
Education
College of Alameda
Associate of Arts (A.A.), Business Administration and Management, General
San Jose State University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
San Jose State University
Bachelor of Science; Associate of Arts, Business Administration (Marketing) Speech Communications; Business Administration
Wells Fargo October 2009 - March 2010
Comcast Cable March 2003 - August 2009
Apple Computer July 2002 - November 2002
Wolco Business Systems February 2002 - May 2002
Inland Business Systems January 2001 - January 2002
Harbinger/Peregrine April 2000 - November 2000
Auspex Systems, Inc January 1990 - January 1998
Skills
C++, C
Education
College of Alameda
Associate of Arts (A.A.), Business Administration and Management, General
San Jose State University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
San Jose State University
Bachelor of Science; Associate of Arts, Business Administration (Marketing) Speech Communications; Business Administration
North County Computer Support's Wells Fargo Experience April 2000 - June 2004
Job Owner, Flexible Networking
Industry Computer & Network Security
Experience
Flexible Networking November 2004 - Present
Wells Fargo April 2000 - June 2004
Education
Coleman College 1999 — 2000
Network Administration, Computer Networks and Routers
Flexible Networking November 2004 - Present
Wells Fargo April 2000 - June 2004
Education
Coleman College 1999 — 2000
Network Administration, Computer Networks and Routers
Nancy Boyce's Wells Fargo Experience 2005 - 2011
Job Private Banking
Industry Banking
Experience
Independent July 2011 - Present
Wells Fargo 2005 - 2011
Associated Bank 1999 - 2005
M&I Bank 1989 - 1999
Education
College for Financial Planning
CFP, Certified Financial Planning
Independent July 2011 - Present
Wells Fargo 2005 - 2011
Associated Bank 1999 - 2005
M&I Bank 1989 - 1999
Education
College for Financial Planning
CFP, Certified Financial Planning
Curt LeValley's Wells Fargo Experience January 2002 - Present
Job Wealth Advisor at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2002 - Present
UNION BANK AND TRUST October 1994 - December 2001
Skills
Strategic Financial...
Education
North Park University 1980 — 1984
BA, Math
College for Financial Planning
Certified Financial Planner
Wells Fargo January 2002 - Present
UNION BANK AND TRUST October 1994 - December 2001
Skills
Strategic Financial...
Education
North Park University 1980 — 1984
BA, Math
College for Financial Planning
Certified Financial Planner
David A. Levy's Wells Fargo Experience June 2013 - Present
Job Analyst at Wells Fargo Real Estate Capital Markets / CMBS
Industry Capital Markets
Experience
Wells Fargo June 2013 - Present
Estreich & Company August 2012 - May 2013
M.D. Sass May 2011 - August 2011
WestLB AG May 2010 - July 2010
Cahn Capital Corp. January 2010 - January 2010
Skills
Investment Banking, Equities, Asset Management, Strategy, Private Placements, Funding, Real Estate, Investment Management, Corporate Law, Mezzanine, PowerPoint, Microsoft Excel, Microsoft Office, Valuation, Microsoft Word
Education
Colgate University 2008 — 2012
Bachelor of Arts Degree, Classics; Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2010
Brunswick School 1995 — 2008
High School Diploma, Liberal Arts
Wells Fargo June 2013 - Present
Estreich & Company August 2012 - May 2013
M.D. Sass May 2011 - August 2011
WestLB AG May 2010 - July 2010
Cahn Capital Corp. January 2010 - January 2010
Skills
Investment Banking, Equities, Asset Management, Strategy, Private Placements, Funding, Real Estate, Investment Management, Corporate Law, Mezzanine, PowerPoint, Microsoft Excel, Microsoft Office, Valuation, Microsoft Word
Education
Colgate University 2008 — 2012
Bachelor of Arts Degree, Classics; Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2010
Brunswick School 1995 — 2008
High School Diploma, Liberal Arts
Nikole E. Freeman, PHR's Wells Fargo Experience 2002 - 2003
Job Staffing Manager, SVP at Bank of America
Industry Banking
Experience
Bank of America July 2004 - Present
Wells Fargo 2002 - 2003
Robert Half International 2001 - 2002
Boss Staffing 1999 - 2001
Skills
Recruiting, Leadership, Organizational..., Management, Benefits Administration, Training, Interviews, Human Resources, Talent Management, Process Improvement, Onboarding, Sourcing, Customer Service, Temporary Placement, Analysis, Talent Acquisition, Diversity, Hiring, Screening, Temporary Staffing, Time Management, Business Development, Sales
Education
The Johns Hopkins University - Carey Business School
Master of Science (MS), Strategic Human Resources and Organizational Development
University of South Florida
Bachelor of Arts, English Literature
Colgate University
Bank of America July 2004 - Present
Wells Fargo 2002 - 2003
Robert Half International 2001 - 2002
Boss Staffing 1999 - 2001
Skills
Recruiting, Leadership, Organizational..., Management, Benefits Administration, Training, Interviews, Human Resources, Talent Management, Process Improvement, Onboarding, Sourcing, Customer Service, Temporary Placement, Analysis, Talent Acquisition, Diversity, Hiring, Screening, Temporary Staffing, Time Management, Business Development, Sales
Education
The Johns Hopkins University - Carey Business School
Master of Science (MS), Strategic Human Resources and Organizational Development
University of South Florida
Bachelor of Arts, English Literature
Colgate University
Jeanine Burke's Wells Fargo Experience October 1998 - March 2007
Job Lending Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank October 2010 - Present
Wells Fargo Bank April 2007 - October 2010
Wells Fargo October 1998 - March 2007
Skills
Credit Analysis, Credit, Loans, Due Diligence, SBA
Education
Colgate University 1981 — 1985
B. A., Geology, Economics
Wells Fargo Bank October 2010 - Present
Wells Fargo Bank April 2007 - October 2010
Wells Fargo October 1998 - March 2007
Skills
Credit Analysis, Credit, Loans, Due Diligence, SBA
Education
Colgate University 1981 — 1985
B. A., Geology, Economics
J. Dustin Symes's Wells Fargo Experience February 2002 - May 2009
Job Executive Vice President
Industry Banking
Experience
C1 Bank June 2015 - Present
City National Bank May 2009 - June 2015
Wells Fargo February 2002 - May 2009
Skills
Process Improvement, Customer Service, Team Building, Management Consulting, Organizational..., New Business Development, Financial Services, Coaching, Risk Management, Sales Management, Consumer Lending, Budgets, Commercial Banking, Small Business Lending, Business Analysis, Team Leadership, Portfolio Management, Commercial Lending, Insurance, Strategic Planning, Leadership, Business Development, Finance, Vendor Management, Treasury Management, Lines Of Credit, Commercial Mortgages, Mortgage Lending, Retail Banking, Loan Origination, Cash Management, Relationship Management, Cross Selling, Branch Banking, Sales
Education
University of Central Oklahoma - College of Business Administration
C1 Bank June 2015 - Present
City National Bank May 2009 - June 2015
Wells Fargo February 2002 - May 2009
Skills
Process Improvement, Customer Service, Team Building, Management Consulting, Organizational..., New Business Development, Financial Services, Coaching, Risk Management, Sales Management, Consumer Lending, Budgets, Commercial Banking, Small Business Lending, Business Analysis, Team Leadership, Portfolio Management, Commercial Lending, Insurance, Strategic Planning, Leadership, Business Development, Finance, Vendor Management, Treasury Management, Lines Of Credit, Commercial Mortgages, Mortgage Lending, Retail Banking, Loan Origination, Cash Management, Relationship Management, Cross Selling, Branch Banking, Sales
Education
University of Central Oklahoma - College of Business Administration
Hector Buenrostro's Wells Fargo Experience June 2006 - January 2013
Job Customer Experience Manager at Sungevity
Industry Renewables & Environment
Experience
Sungevity August 2015 - Present
Sungevity January 2015 - Present
Bank of America October 2013 - January 2015
Nelson Jobs August 2013 - October 2013
Wells Fargo June 2006 - January 2013
Kaiser Permanente September 2005 - March 2006
Hilltop Lending Corporation July 2004 - September 2005
Skills
Public Speaking, PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Teaching, Event Planning, Sales&Marketing, Business Process, Creativity, Fast-paced, Coaching Staff, Supervisory Management, Customer Satisfaction, Leadership, Sales, Interviews, Coaching, Management, Time Management, Social Networking, Social Media
Education
College of Alameda 2003 — 2005
Associate of Arts (AA), Business Administration and Management, General
Sungevity August 2015 - Present
Sungevity January 2015 - Present
Bank of America October 2013 - January 2015
Nelson Jobs August 2013 - October 2013
Wells Fargo June 2006 - January 2013
Kaiser Permanente September 2005 - March 2006
Hilltop Lending Corporation July 2004 - September 2005
Skills
Public Speaking, PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Teaching, Event Planning, Sales&Marketing, Business Process, Creativity, Fast-paced, Coaching Staff, Supervisory Management, Customer Satisfaction, Leadership, Sales, Interviews, Coaching, Management, Time Management, Social Networking, Social Media
Education
College of Alameda 2003 — 2005
Associate of Arts (AA), Business Administration and Management, General
Christina Freire's Wells Fargo Experience Inside Sales ManagerHomeline MedicalJune 2014 - Present
Job Personal Banker at Wells Fargo
Industry Hospital & Health Care
Experience
Wells Fargo Inside Sales ManagerHomeline MedicalJune 2014 - Present
Education
Coleman College 2000 — 2001
AA omputer Applications and Networking, Computer Science
Wells Fargo Inside Sales ManagerHomeline MedicalJune 2014 - Present
Education
Coleman College 2000 — 2001
AA omputer Applications and Networking, Computer Science
Sergei Minets's Wells Fargo Experience January 2010 - August 2014
Job Small Business Loan Consultant
Industry Financial Services
Experience
Opportunity Fund October 2014 - Present
Wells Fargo January 2010 - August 2014
Wells Fargo 2007 - December 2009
Wells Fargo January 2001 - January 2007
Skills
Small Business Lending, Management, Deposits, Sales, Financial Services, Underwriting, Cash Management, Accounts Payable, Banking, Small Business, Commercial Banking, Cross Selling, Financial Analysis, New Business Development, Loans, Consumer Lending, Credit Analysis, Retail Banking, Commercial Lending, Mortgage Lending, Wealth Management, Strategic Financial..., Investments, Credit, Financial Planning
Education
Pikes Peak Community College
Associate, Business Administration
College of Alameda
Opportunity Fund October 2014 - Present
Wells Fargo January 2010 - August 2014
Wells Fargo 2007 - December 2009
Wells Fargo January 2001 - January 2007
Skills
Small Business Lending, Management, Deposits, Sales, Financial Services, Underwriting, Cash Management, Accounts Payable, Banking, Small Business, Commercial Banking, Cross Selling, Financial Analysis, New Business Development, Loans, Consumer Lending, Credit Analysis, Retail Banking, Commercial Lending, Mortgage Lending, Wealth Management, Strategic Financial..., Investments, Credit, Financial Planning
Education
Pikes Peak Community College
Associate, Business Administration
College of Alameda
Adam Foreman's Wells Fargo Experience August 2015 - Present
Job Audit Leader at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2015 - Present
Skills
Bloomberg, Equities, Alternative Investments, Asset Management, Corporate Finance, Private Equity, Microsoft Office, Due Diligence, Options, Regulatory Requirements, Foreign Exchange, Short Sales, Reporting & Analysis, Regulatory Reporting, Disclosure of Interest, Risk Assessment, Basel II, Regulation W, Management
Education
College of Charleston 2004 — 2008
Bachelor of Arts (B.A.)
Pikesville High School 2000 — 2004
Wells Fargo August 2015 - Present
Skills
Bloomberg, Equities, Alternative Investments, Asset Management, Corporate Finance, Private Equity, Microsoft Office, Due Diligence, Options, Regulatory Requirements, Foreign Exchange, Short Sales, Reporting & Analysis, Regulatory Reporting, Disclosure of Interest, Risk Assessment, Basel II, Regulation W, Management
Education
College of Charleston 2004 — 2008
Bachelor of Arts (B.A.)
Pikesville High School 2000 — 2004
Cheryl Jorgensen's Wells Fargo Experience March 2006 - October 2009
Job Xtrained Teller IV at Capital City Bank Group, Inc.
Industry Banking
Experience
Capital City Bank Group, Inc. March 2010 - Present
Wells Fargo March 2006 - October 2009
Bealls April 1999 - May 2002
Education
College of Central Florida 1999 — 2001
Associate's degree, Business Administration and Management, General
Cuyahoga Falls High 1984 — 1988
Diploma, Cosmetology/Cosmetologist, General
Capital City Bank Group, Inc. March 2010 - Present
Wells Fargo March 2006 - October 2009
Bealls April 1999 - May 2002
Education
College of Central Florida 1999 — 2001
Associate's degree, Business Administration and Management, General
Cuyahoga Falls High 1984 — 1988
Diploma, Cosmetology/Cosmetologist, General
Dyanna L (aka) Dee Booker's Wells Fargo Experience August 1987 - Present
Job CRS2 at Wells Fargo Online Banking
Industry Banking
Experience
Retail Sales Consultant October 2001 - Present
Wells Fargo August 1987 - Present
Skills
Banking, Customer Service, Sales, Financial Analysis, Research
Education
College of Alameda 1977 — 1979
Retail Sales Consultant October 2001 - Present
Wells Fargo August 1987 - Present
Skills
Banking, Customer Service, Sales, Financial Analysis, Research
Education
College of Alameda 1977 — 1979
Arthur Tran's Wells Fargo Experience January 2002 - November 2004
Job Banking Professional
Industry Banking
Experience
Union Bank of California 2006 - 2006
Wells Fargo January 2002 - November 2004
Skills
Clarity, Focus and..., Creative Learner and...
Education
College of Alameda 2012 — 2013
Associate of Arts and Sciences (A.A.S.), Business/Managerial Economics, 3.0
College of Alameda
Business
Sunset Adult School
High School Diploma
Union Bank of California 2006 - 2006
Wells Fargo January 2002 - November 2004
Skills
Clarity, Focus and..., Creative Learner and...
Education
College of Alameda 2012 — 2013
Associate of Arts and Sciences (A.A.S.), Business/Managerial Economics, 3.0
College of Alameda
Business
Sunset Adult School
High School Diploma
Michelle Kennie's Wells Fargo Experience May 2010 - December 2010
Job Unit Manager at Munroe Regional Medical Center/ TimberRidge Rehab
Industry Medical Practice
Experience
Munroe Regional Medical Center/ TimberRidge Rehab February 2012 - Present
Carrabba's Italian Grill June 2009 - February 2012
Wells Fargo May 2010 - December 2010
Education
College of Central Florida 2011 — 2011
Associate's degree, Licensed Practical/Vocational Nurse Training
Southern Wesleyan University 2007 — 2009
Bachelors, Pre-Medicine/Pre-Medical Studies
Munroe Regional Medical Center/ TimberRidge Rehab February 2012 - Present
Carrabba's Italian Grill June 2009 - February 2012
Wells Fargo May 2010 - December 2010
Education
College of Central Florida 2011 — 2011
Associate's degree, Licensed Practical/Vocational Nurse Training
Southern Wesleyan University 2007 — 2009
Bachelors, Pre-Medicine/Pre-Medical Studies
Robert Sforza AAMS®, CMFC®'s Wells Fargo Experience July 2007 - September 2008
Job TD Ameritrade Investment Consultant
Industry Financial Services
Experience
TD Ameritrade June 2015 - Present
HSBC Retail Banking and Wealth Management July 2013 - May 2015
Charles Schwab April 2012 - July 2013
Charles Schwab September 2008 - April 2012
Wells Fargo July 2007 - September 2008
Wells Fargo July 2005 - May 2007
Wells Fargo May 2003 - July 2005
Skills
Investments, Mortgage Lending, Financial Services, Relationship Management, Series 7, Wealth Management, Retirement Planning, Mutual Funds, Securities, Asset Allocation, Portfolio Management, Finance, Financial Planning, Investment Strategies, Risk Management, Banking, Loans, Investment Advisory, Asset Management, Equities, Credit
Education
Hofstra University 1999 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
College for Financial Planning
Chartered Mutual Fund Counselor (CMFC), Investments and Securities
College for Financial Planning
Accredited Asset Management Specialist (AAMS), Investments and Securities
La Salle Military Academy
High School
TD Ameritrade June 2015 - Present
HSBC Retail Banking and Wealth Management July 2013 - May 2015
Charles Schwab April 2012 - July 2013
Charles Schwab September 2008 - April 2012
Wells Fargo July 2007 - September 2008
Wells Fargo July 2005 - May 2007
Wells Fargo May 2003 - July 2005
Skills
Investments, Mortgage Lending, Financial Services, Relationship Management, Series 7, Wealth Management, Retirement Planning, Mutual Funds, Securities, Asset Allocation, Portfolio Management, Finance, Financial Planning, Investment Strategies, Risk Management, Banking, Loans, Investment Advisory, Asset Management, Equities, Credit
Education
Hofstra University 1999 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
College for Financial Planning
Chartered Mutual Fund Counselor (CMFC), Investments and Securities
College for Financial Planning
Accredited Asset Management Specialist (AAMS), Investments and Securities
La Salle Military Academy
High School
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank