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.
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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
Ashley Macy Ashley Macy's Wells Fargo Experience February 2009 - January 2015
Job
Industry Law Practice
Experience
Wells Fargo February 2009 - January 2015
Amyris Biotechnologies, Inc., July 2008 - January 2009
Protiviti Inc. June 2007 - May 2008
Chevron Energy Solutions June 2006 - December 2006
Howrey LLP June 2005 - August 2005
Bingham McCutchen LLP July 2004 - April 2005
Kirkland & Ellis LLP June 2002 - May 2004
Education
Columbia University, Columbia College 1998 — 2002
Bachelor of Arts Degree, Latin American and Caribbean Studies
Columbia University in the City of New York
Bachelor of Arts (B.A.), Latin American and Caribbean Studies
Wells Fargo February 2009 - January 2015
Amyris Biotechnologies, Inc., July 2008 - January 2009
Protiviti Inc. June 2007 - May 2008
Chevron Energy Solutions June 2006 - December 2006
Howrey LLP June 2005 - August 2005
Bingham McCutchen LLP July 2004 - April 2005
Kirkland & Ellis LLP June 2002 - May 2004
Education
Columbia University, Columbia College 1998 — 2002
Bachelor of Arts Degree, Latin American and Caribbean Studies
Columbia University in the City of New York
Bachelor of Arts (B.A.), Latin American and Caribbean Studies
Al Keshvarzian Al Keshvarzian's Wells Fargo Experience October 2012 - Present
Job
Industry Financial Services
Experience
Wells Fargo October 2012 - Present
AIG April 2005 - November 2012
Alero Capital Corporation (formerly Garban Corp, LLC) American Stock Exchange January 2003 - April 2005
Rockwell Financial Group September 1999 - January 2003
BNY Mellon 1996 - 1999
Skills
Series 7, Hedge Funds, Fixed Income, Equities, Capital Markets, Financial Modeling, Portfolio Management, Bloomberg, Investments, Series 63, Valuation, Alternative Investments
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
University of Connecticut 1990 — 1995
B.S - Bachelor of Science
University of Connecticut 1990 — 1995
B.A - Bachelor of Arts
Wells Fargo October 2012 - Present
AIG April 2005 - November 2012
Alero Capital Corporation (formerly Garban Corp, LLC) American Stock Exchange January 2003 - April 2005
Rockwell Financial Group September 1999 - January 2003
BNY Mellon 1996 - 1999
Skills
Series 7, Hedge Funds, Fixed Income, Equities, Capital Markets, Financial Modeling, Portfolio Management, Bloomberg, Investments, Series 63, Valuation, Alternative Investments
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
University of Connecticut 1990 — 1995
B.S - Bachelor of Science
University of Connecticut 1990 — 1995
B.A - Bachelor of Arts
Kishan Nair Kishan Nair's Wells Fargo Experience 2007 - 2010
Job Head of Digital Solutions @ Mylan
Industry Pharmaceuticals
Experience
Mylan December 2014 - Present
Bank of America Merrill Lynch 2014 - 2014
Bank of America 2010 - 2013
Wells Fargo 2007 - 2010
Acro Service Corp 2002 - 2006
Government of India 1989 - 1999
Indian Navy 1984 - 1985
Skills
Product Management, Program Management, Vendor Management, Mergers, Banking, Business Analysis, Business Development, Strategic Planning, Change Management, Project Management, Process Improvement, Credit Cards, Portfolio Management, Financial Services, International Trade, International Business...
Education
Columbia University - Columbia Business School 1999 — 2002
MBA, General Management & Marketing
Columbia University - School of International and Public Affairs 1999 — 2002
MA, International Affairs
Visvesvaraya National Institute of Technology 1980 — 1984
BS, Electrical Engineering
Sainik School Bijapur 1972 — 1980
High School
Mylan December 2014 - Present
Bank of America Merrill Lynch 2014 - 2014
Bank of America 2010 - 2013
Wells Fargo 2007 - 2010
Acro Service Corp 2002 - 2006
Government of India 1989 - 1999
Indian Navy 1984 - 1985
Skills
Product Management, Program Management, Vendor Management, Mergers, Banking, Business Analysis, Business Development, Strategic Planning, Change Management, Project Management, Process Improvement, Credit Cards, Portfolio Management, Financial Services, International Trade, International Business...
Education
Columbia University - Columbia Business School 1999 — 2002
MBA, General Management & Marketing
Columbia University - School of International and Public Affairs 1999 — 2002
MA, International Affairs
Visvesvaraya National Institute of Technology 1980 — 1984
BS, Electrical Engineering
Sainik School Bijapur 1972 — 1980
High School
Roman Sorobay Roman Sorobay's Wells Fargo Experience 2008 - 2013
Job Managing Partner at Stone Raptor RE LLC
Industry Real Estate
Experience
Stone Raptor RE LLC 2013 - Present
Wells Fargo 2008 - 2013
Bank of America 2000 - 2007
Deutsche Bank 1994 - 2000
Wasserstein Perella 1988 - 1994
Warburg Pincus LLC 1984 - 1988
Skills
Vendor Management, Risk Management, Strategic Planning, Contract Negotiation, Business Development, Financial Services, Process Improvement, Real Estate, Investment Properties, Real Estate Development, Real Estate Financing, Townhomes, Real Estate Transactions, Real Estate Economics, Capital Markets, Equities, Product Management, Integration, Strategy, Mergers & Acquisitions, Management, Change Management
Education
Columbia University in the City of New York
Master's Degree, Information Science
State University of New York at Albany
Master's Degree, Resource Management
Stone Raptor RE LLC 2013 - Present
Wells Fargo 2008 - 2013
Bank of America 2000 - 2007
Deutsche Bank 1994 - 2000
Wasserstein Perella 1988 - 1994
Warburg Pincus LLC 1984 - 1988
Skills
Vendor Management, Risk Management, Strategic Planning, Contract Negotiation, Business Development, Financial Services, Process Improvement, Real Estate, Investment Properties, Real Estate Development, Real Estate Financing, Townhomes, Real Estate Transactions, Real Estate Economics, Capital Markets, Equities, Product Management, Integration, Strategy, Mergers & Acquisitions, Management, Change Management
Education
Columbia University in the City of New York
Master's Degree, Information Science
State University of New York at Albany
Master's Degree, Resource Management
Raven Satinka's Wells Fargo Experience January 2010 - April 2010
Job Journalist at Charisma + 2
Industry Entertainment
Experience
Charisma + 2 April 2013 - Present
Fullscreen, Inc January 2013 - Present
Charisma + 2 October 2011 - Present
Safelite AutoGlass January 2011 - September 2011
Affinion Group June 2010 - November 2010
Wells Fargo January 2010 - April 2010
Education
Columbus College of Art & Design 2011 — 2013
Fashion/Apparel Design
Charisma + 2 April 2013 - Present
Fullscreen, Inc January 2013 - Present
Charisma + 2 October 2011 - Present
Safelite AutoGlass January 2011 - September 2011
Affinion Group June 2010 - November 2010
Wells Fargo January 2010 - April 2010
Education
Columbus College of Art & Design 2011 — 2013
Fashion/Apparel Design
Tapan Samaddar Tapan Samaddar's Wells Fargo Experience March 2014 - June 2014
Job "Internet of Things" Product Manager at GE
Industry Information Technology and Services
Experience
GE Software July 2014 - Present
Wells Fargo March 2014 - June 2014
IronKey by Imation November 2012 - January 2014
SanDisk November 2010 - November 2012
SanDisk 2008 - 2010
SanDisk 2003 - 2007
Skills
Go-to-market Strategy, Product Management, Product Marketing, Business Strategy, Product Development, Internet of Things, Data Analytics, Competitive Analysis, Full P&L Responsibility, Operations Management, Project Management, Program Management, Operational Due..., Software Project..., SaaS, Agile Methodologies, Scrum, Team Management, Semiconductors, Cross-functional Team..., Mobile Applications, Cloud Computing, Start-ups, Strategic Partnerships
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
MBA
Indian Institute of Technology, Roorkee
BSEE, Electrical and Communications
Université Stendhal (Grenoble III) 1998 — 1998
French Language and Literature
St. Xavier's Institution, Calcutta
High School, ICSE and ISC
GE Software July 2014 - Present
Wells Fargo March 2014 - June 2014
IronKey by Imation November 2012 - January 2014
SanDisk November 2010 - November 2012
SanDisk 2008 - 2010
SanDisk 2003 - 2007
Skills
Go-to-market Strategy, Product Management, Product Marketing, Business Strategy, Product Development, Internet of Things, Data Analytics, Competitive Analysis, Full P&L Responsibility, Operations Management, Project Management, Program Management, Operational Due..., Software Project..., SaaS, Agile Methodologies, Scrum, Team Management, Semiconductors, Cross-functional Team..., Mobile Applications, Cloud Computing, Start-ups, Strategic Partnerships
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
MBA
Indian Institute of Technology, Roorkee
BSEE, Electrical and Communications
Université Stendhal (Grenoble III) 1998 — 1998
French Language and Literature
St. Xavier's Institution, Calcutta
High School, ICSE and ISC
Oliver Escardo's Wells Fargo Experience February 2010 - November 2010
Job Director of Marketing at JH Capital Group
Industry Financial Services
Experience
JH Capital Group February 2015 - Present
JH Capital Group January 2013 - February 2015
Our House Records, LLC January 2011 - December 2012
Ford Models April 2010 - July 2012
Wells Fargo February 2010 - November 2010
Skills
Social Media Marketing, Visual Merchandising, Social Networking, Customer Service, Fashion, Apparel, Blogging, Adobe Creative Suite, Photography, Mac, Event Planning, Photoshop, PowerPoint, Facebook, Social Media, Microsoft Excel, Microsoft Word, Management, Public Speaking, Microsoft Office, Marketing
Education
Columbia University in the City of New York 2015 — 2017
Political Science
Calabasas High School 2004 — 2008
High School
JH Capital Group February 2015 - Present
JH Capital Group January 2013 - February 2015
Our House Records, LLC January 2011 - December 2012
Ford Models April 2010 - July 2012
Wells Fargo February 2010 - November 2010
Skills
Social Media Marketing, Visual Merchandising, Social Networking, Customer Service, Fashion, Apparel, Blogging, Adobe Creative Suite, Photography, Mac, Event Planning, Photoshop, PowerPoint, Facebook, Social Media, Microsoft Excel, Microsoft Word, Management, Public Speaking, Microsoft Office, Marketing
Education
Columbia University in the City of New York 2015 — 2017
Political Science
Calabasas High School 2004 — 2008
High School
Myles Felsing Myles Felsing's Wells Fargo Experience 2006 - 2007
Job CMO / VP Marketing
Industry Marketing and Advertising
Experience
YDesign Group 2013 - Present
Delivery Agent, Inc. 2007 - 2013
Wells Fargo 2006 - 2007
RedEnvelope, Inc. 2003 - 2006
RedEnvelople, Inc. 2001 - 2003
RedEnvelope, Inc. 2000 - 2001
State Street Bank 1998 - 2000
Skills
Online Marketing, Marketing Strategy, Market Analysis, E-commerce, Analytics, Online Advertising, Digital Marketing, Marketing, Mobile Marketing, Entrepreneurship, Social Media Marketing, CRM, User Experience, Cost Reduction Solutions, Merchandising, Leadership, Email Marketing, Web Analytics, New Business Development, Omniture, Strategic Partnerships, SEM, Sales, PPC, Strategy, Customer Acquisition, SEO, Product Marketing, Digital Strategy, Mobile Devices, Multi-channel Marketing, Interactive Marketing, Start-ups, Integrated Marketing, Affiliate Marketing, Digital Media, Lead Generation, Brand Development, Management, Web Marketing, Display Advertising, Go-to-market Strategy, Product Management, Direct Marketing, Brand Management, Competitive Analysis, Google Analytics, Segmentation
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2007
MBA, General Management
Columbia University - Columbia Business School 2006 — 2007
MBA, General Management
Middlebury College 1994 — 1998
BA, History
YDesign Group 2013 - Present
Delivery Agent, Inc. 2007 - 2013
Wells Fargo 2006 - 2007
RedEnvelope, Inc. 2003 - 2006
RedEnvelople, Inc. 2001 - 2003
RedEnvelope, Inc. 2000 - 2001
State Street Bank 1998 - 2000
Skills
Online Marketing, Marketing Strategy, Market Analysis, E-commerce, Analytics, Online Advertising, Digital Marketing, Marketing, Mobile Marketing, Entrepreneurship, Social Media Marketing, CRM, User Experience, Cost Reduction Solutions, Merchandising, Leadership, Email Marketing, Web Analytics, New Business Development, Omniture, Strategic Partnerships, SEM, Sales, PPC, Strategy, Customer Acquisition, SEO, Product Marketing, Digital Strategy, Mobile Devices, Multi-channel Marketing, Interactive Marketing, Start-ups, Integrated Marketing, Affiliate Marketing, Digital Media, Lead Generation, Brand Development, Management, Web Marketing, Display Advertising, Go-to-market Strategy, Product Management, Direct Marketing, Brand Management, Competitive Analysis, Google Analytics, Segmentation
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2007
MBA, General Management
Columbia University - Columbia Business School 2006 — 2007
MBA, General Management
Middlebury College 1994 — 1998
BA, History
Dustin Tillman Dustin Tillman's Wells Fargo Experience June 2011 - May 2015
Job Distressed Trading Analyst at Wells Fargo Securities
Industry Investment Management
Experience
Wells Fargo Securities May 2015 - Present
Wells Fargo June 2011 - May 2015
UBS Investment Bank September 2009 - July 2011
UBS Investment Bank July 2007 - September 2009
RBC Capital Markets June 2006 - August 2006
Dewey Ballantine LLP June 2005 - August 2005
Church of Jesus Christ of Latter-day Saints June 2003 - June 2005
Education
Columbia University in the City of New York 2001 — 2007
BA, Political Science
American High School
Wells Fargo Securities May 2015 - Present
Wells Fargo June 2011 - May 2015
UBS Investment Bank September 2009 - July 2011
UBS Investment Bank July 2007 - September 2009
RBC Capital Markets June 2006 - August 2006
Dewey Ballantine LLP June 2005 - August 2005
Church of Jesus Christ of Latter-day Saints June 2003 - June 2005
Education
Columbia University in the City of New York 2001 — 2007
BA, Political Science
American High School
Joseph Patito Joseph Patito's Wells Fargo Experience September 2013 - January 2015
Job Private Equity Analyst at DivcoWest
Industry Real Estate
Experience
DivcoWest February 2015 - Present
Wells Fargo September 2013 - January 2015
Columbia University Student Council September 2010 - May 2011
Skills
Data Analysis, Research, Investments, Debate, Project Management, Financial Modeling, DCF Valuation, Argus Modeling, Debt & Equity Financing, Real Estate Transactions, Commercial Real Estate, Real Estate Financing, Real Estate Development, Excel Models, Financial Structuring
Education
Columbia University in the City of New York
BA, Political Science and Statistics
San Marino
DivcoWest February 2015 - Present
Wells Fargo September 2013 - January 2015
Columbia University Student Council September 2010 - May 2011
Skills
Data Analysis, Research, Investments, Debate, Project Management, Financial Modeling, DCF Valuation, Argus Modeling, Debt & Equity Financing, Real Estate Transactions, Commercial Real Estate, Real Estate Financing, Real Estate Development, Excel Models, Financial Structuring
Education
Columbia University in the City of New York
BA, Political Science and Statistics
San Marino
Linda Milhaven Linda Milhaven's Wells Fargo Experience 2005 - Present
Job Scottsdale City Councilwoman
Industry Financial Services
Experience
Scottsdale City Council 2011 - Present
Wells Fargo 2005 - Present
STARs 2004 - Present
Scottsdalle Cultural Council 1996 - 2010
Industrial Development Authority of the City of Scottsdale 1994 - 2010
Better Business Bureau of Central, Northern & Western Arizona 1990 - 2010
Scottsdale Leaderhip 2005 - 2009
Council of Better Business Bureaus 2001 - 2008
Scottsdale Area Chamber of Commerce 1994 - 2005
Wells Fargo Bank 1993 - 2005
Skills
Sales, Process Improvement, Economic Development, Commercial Real Estate, Strategic Planning, Retail, Leadership, Employee Benefits, Access, Public Speaking, Nonprofits, Team Building, Public Relations, Social Media, Marketing Strategy, Finance, Event Planning, Non-profits, Leadership Development, Budgets, Fundraising, Management, Program Management, Small Business, New Business Development, Coaching, Customer Service, Marketing, Business Development, Community Outreach, Real Estate
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance
Wellesley College 1976 — 1980
BA, Psychology
Paradise Valley HIgh School
Scottsdale City Council 2011 - Present
Wells Fargo 2005 - Present
STARs 2004 - Present
Scottsdalle Cultural Council 1996 - 2010
Industrial Development Authority of the City of Scottsdale 1994 - 2010
Better Business Bureau of Central, Northern & Western Arizona 1990 - 2010
Scottsdale Leaderhip 2005 - 2009
Council of Better Business Bureaus 2001 - 2008
Scottsdale Area Chamber of Commerce 1994 - 2005
Wells Fargo Bank 1993 - 2005
Skills
Sales, Process Improvement, Economic Development, Commercial Real Estate, Strategic Planning, Retail, Leadership, Employee Benefits, Access, Public Speaking, Nonprofits, Team Building, Public Relations, Social Media, Marketing Strategy, Finance, Event Planning, Non-profits, Leadership Development, Budgets, Fundraising, Management, Program Management, Small Business, New Business Development, Coaching, Customer Service, Marketing, Business Development, Community Outreach, Real Estate
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance
Wellesley College 1976 — 1980
BA, Psychology
Paradise Valley HIgh School
Angela Ma Angela Ma's Wells Fargo Experience June 2007 - August 2007
Job Strategy & Operations Summer Associate at Deloitte Consulting
Industry Accounting
Experience
Deloitte May 2015 - Present
SOAProjects January 2013 - May 2014
SOAProjects January 2012 - December 2012
CaseCentral January 2010 - December 2011
PricewaterhouseCoopers July 2008 - September 2009
Wells Fargo June 2007 - August 2007
Skills
Contract Management, Corporate Law, Due Diligence, Litigation, Licensing, Business Process..., FCPA, Mergers & Acquisitions, Valuation, Sarbanes-Oxley Act, Litigation Support, Internal Audit, Corporate Governance, Management, Internal Controls, Financial Risk, Financial Modeling
Education
Columbia University - Columbia Business School 2014 — 2016
MBA Candidate, Class of 2016
University of California, Berkeley 2004 — 2008
BA, Economics
Lynbrook High School
Deloitte May 2015 - Present
SOAProjects January 2013 - May 2014
SOAProjects January 2012 - December 2012
CaseCentral January 2010 - December 2011
PricewaterhouseCoopers July 2008 - September 2009
Wells Fargo June 2007 - August 2007
Skills
Contract Management, Corporate Law, Due Diligence, Litigation, Licensing, Business Process..., FCPA, Mergers & Acquisitions, Valuation, Sarbanes-Oxley Act, Litigation Support, Internal Audit, Corporate Governance, Management, Internal Controls, Financial Risk, Financial Modeling
Education
Columbia University - Columbia Business School 2014 — 2016
MBA Candidate, Class of 2016
University of California, Berkeley 2004 — 2008
BA, Economics
Lynbrook High School
Mimi Keomuongchanh Mimi Keomuongchanh's Wells Fargo Experience April 2011 - Present
Job Senior Business Analyst – Fixed Income, Credit Risk, Equities & Capital Market at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2011 - Present
Bank of America January 2008 - October 2010
Bank of America Corporation December 2005 - December 2007
Bank of America Corporation August 2004 - December 2005
Bank of America Corporation July 2002 - August 2004
CitiGroup / Salomon Smith Barney October 1999 - July 2002
CitiGroup / CitiBank N.A., July 1997 - October 1999
American National Standards Institute May 1996 - September 1996
Skills
Analysis, Banking, Credit Risk, Financial Analysis, Financial Modeling, Portfolio Management, Risk Management, Finance, Credit, Financial Risk, Fixed Income, Investments, Equities, Management, Capital Markets
Education
Queens University of Charlotte 2008 — 2008
Certificate, Harvard Business School Management Development Program
Columbia University in the City of New York 2002 — 2002
Computer Technology & Applications: Database Development & Design Coursework
University of Rochester 1994 — 1997
BA, French, Japanese, International Relations
Wells Fargo April 2011 - Present
Bank of America January 2008 - October 2010
Bank of America Corporation December 2005 - December 2007
Bank of America Corporation August 2004 - December 2005
Bank of America Corporation July 2002 - August 2004
CitiGroup / Salomon Smith Barney October 1999 - July 2002
CitiGroup / CitiBank N.A., July 1997 - October 1999
American National Standards Institute May 1996 - September 1996
Skills
Analysis, Banking, Credit Risk, Financial Analysis, Financial Modeling, Portfolio Management, Risk Management, Finance, Credit, Financial Risk, Fixed Income, Investments, Equities, Management, Capital Markets
Education
Queens University of Charlotte 2008 — 2008
Certificate, Harvard Business School Management Development Program
Columbia University in the City of New York 2002 — 2002
Computer Technology & Applications: Database Development & Design Coursework
University of Rochester 1994 — 1997
BA, French, Japanese, International Relations
Joseph Strell Joseph Strell's Wells Fargo Experience February 2014 - July 2014
Job Demand Forecasting at Kaiser Permanente
Industry Information Technology and Services
Experience
Kaiser Permanente April 2015 - Present
Dansbane Eländet, Inc 2000 - Present
Wells Fargo February 2014 - July 2014
Guggenheim Partners June 2013 - August 2013
Wells Fargo December 2011 - July 2012
Wells Fargo July 2010 - May 2011
Wells Fargo February 2010 - June 2010
Sutter Health June 2009 - January 2010
Sutter Health February 2008 - May 2009
Wells Fargo November 2006 - May 2007
Skills
Business Analysis, Integration, Project Management, Risk Management, Requirements Analysis, Program Management, Architecture, Analytics, SharePoint, Business Intelligence, Management, Project Planning, Technical Writing, Business Process..., SAS, Databases, Software Documentation, Security, Statistical Data..., SDLC, Enterprise Software, Strategy, Analysis, Quality Assurance, Program Architecture, PMO, Cross-functional Team..., Process Improvement, Disaster Recovery, Testing, Tableau, Access, SQL, Microsoft Excel, Visio, Strategic Planning, Predictive Analytics, Consulting, MS Project, Data Analysis, Sprinklr, Enterprise Architect, Vendor Management, Information Technology, Resource Management, Leadership, Business Process..., Software Project..., Project Portfolio...
Education
Columbia University in the City of New York
BA, East Asian Studies / Economics
Kaiser Permanente April 2015 - Present
Dansbane Eländet, Inc 2000 - Present
Wells Fargo February 2014 - July 2014
Guggenheim Partners June 2013 - August 2013
Wells Fargo December 2011 - July 2012
Wells Fargo July 2010 - May 2011
Wells Fargo February 2010 - June 2010
Sutter Health June 2009 - January 2010
Sutter Health February 2008 - May 2009
Wells Fargo November 2006 - May 2007
Skills
Business Analysis, Integration, Project Management, Risk Management, Requirements Analysis, Program Management, Architecture, Analytics, SharePoint, Business Intelligence, Management, Project Planning, Technical Writing, Business Process..., SAS, Databases, Software Documentation, Security, Statistical Data..., SDLC, Enterprise Software, Strategy, Analysis, Quality Assurance, Program Architecture, PMO, Cross-functional Team..., Process Improvement, Disaster Recovery, Testing, Tableau, Access, SQL, Microsoft Excel, Visio, Strategic Planning, Predictive Analytics, Consulting, MS Project, Data Analysis, Sprinklr, Enterprise Architect, Vendor Management, Information Technology, Resource Management, Leadership, Business Process..., Software Project..., Project Portfolio...
Education
Columbia University in the City of New York
BA, East Asian Studies / Economics
Matthew Koch Matthew Koch's Wells Fargo Experience December 2014 - Present
Job Chief Operating Officer Wholesale Credit and Market Risk at Wells Fargo
Industry Investment Management
Experience
Wells Fargo December 2014 - Present
Wells Fargo 2013 - 2014
Wells Fargo 2011 - 2013
Credit Suisse 2010 - 2011
Barclays Investment Bank September 2008 - December 2008
Lehman Brothers 2006 - 2008
Lehman Brothers 2003 - 2006
Lehman Brothers 2001 - 2003
Lehman Brothers 2000 - 2001
Skills
Fixed Income, Municipal Bonds, High Yield Bonds, Corporate Finance, Credit Analysis, Portfolio Management, Public Finance, Distressed Debt, Leveraged Finance, Capital Markets, Investment Banking, Debt Restructuring, Finance, Bonds, Investments, Financial Modeling
Education
Columbia University - Columbia Business School 2009 — 2010
Master of Business Administration (MBA), Finance
University of San Francisco 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo December 2014 - Present
Wells Fargo 2013 - 2014
Wells Fargo 2011 - 2013
Credit Suisse 2010 - 2011
Barclays Investment Bank September 2008 - December 2008
Lehman Brothers 2006 - 2008
Lehman Brothers 2003 - 2006
Lehman Brothers 2001 - 2003
Lehman Brothers 2000 - 2001
Skills
Fixed Income, Municipal Bonds, High Yield Bonds, Corporate Finance, Credit Analysis, Portfolio Management, Public Finance, Distressed Debt, Leveraged Finance, Capital Markets, Investment Banking, Debt Restructuring, Finance, Bonds, Investments, Financial Modeling
Education
Columbia University - Columbia Business School 2009 — 2010
Master of Business Administration (MBA), Finance
University of San Francisco 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Doug Van Metre Doug Van Metre's Wells Fargo Experience January 2001 - Present
Job
Industry Banking
Experience
Wells Fargo January 2001 - Present
Skills
Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service
Education
University of Minnesota - Carlson School of Management 1986 — 1989
Master of Business Administration (M.B.A.), Finance, General
The Colorado College 1977 — 1981
Bachelor of Arts (B.A.), Business Administration and Management, General
Columbia University in the City of New York 1980 — 1980
American History (United States)
Wells Fargo January 2001 - Present
Skills
Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service
Education
University of Minnesota - Carlson School of Management 1986 — 1989
Master of Business Administration (M.B.A.), Finance, General
The Colorado College 1977 — 1981
Bachelor of Arts (B.A.), Business Administration and Management, General
Columbia University in the City of New York 1980 — 1980
American History (United States)
Jill Murphy Jill Murphy's Wells Fargo Experience November 2008 - November 2012
Job RNC Territory Manager at Lennox International
Industry Logistics and Supply Chain
Experience
Lennox International February 2015 - Present
Lennox International May 2014 - February 2015
PrimeLending October 2013 - May 2014
Chase April 2013 - September 2013
Wells Fargo Home Mortgage October 2012 - April 2013
Wells Fargo November 2008 - November 2012
Regions Bank November 2007 - November 2008
Sky Bank April 2006 - April 2007
us bank 2002 - 2007
Skills
Banking, Leadership, Management, Retail Banking, Commercial Banking, Mortgage Lending, Sales, Credit, Small Business Lending, Loans, Consumer Lending, Commercial Lending, Lines Of Credit, Portfolio Management, Wealth Management, Loan Origination, Underwriting, Customer Service, Finance, Sales Management, Team Building, Mortgage Banking, Training
Education
University of Phoenix 2014 — 2016
Bachelor of Business Administration (B.B.A.)
Columbus State 2006 — 2008
Business Management, Business Management
Lennox International February 2015 - Present
Lennox International May 2014 - February 2015
PrimeLending October 2013 - May 2014
Chase April 2013 - September 2013
Wells Fargo Home Mortgage October 2012 - April 2013
Wells Fargo November 2008 - November 2012
Regions Bank November 2007 - November 2008
Sky Bank April 2006 - April 2007
us bank 2002 - 2007
Skills
Banking, Leadership, Management, Retail Banking, Commercial Banking, Mortgage Lending, Sales, Credit, Small Business Lending, Loans, Consumer Lending, Commercial Lending, Lines Of Credit, Portfolio Management, Wealth Management, Loan Origination, Underwriting, Customer Service, Finance, Sales Management, Team Building, Mortgage Banking, Training
Education
University of Phoenix 2014 — 2016
Bachelor of Business Administration (B.B.A.)
Columbus State 2006 — 2008
Business Management, Business Management
Pam Ellison Pam Ellison's Wells Fargo Experience June 1989 - June 1991
Job Senior Vice President,Wealth Advisor at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank August 2012 - Present
US Trust January 1997 - August 2012
Bank of America June 1991 - January 1997
Wells Fargo June 1989 - June 1991
Skills
A.A.M.S., Acredited Asset..., Investment Advisory, Asset Allocation, Life Insurance, Wealth Management, Wealth, Portfolio Management, Investment Strategies, Estate Planning, Wealth Management..., Investment Management, High Net Worth..., Alternative Investments, Series 7, Retirement Planning, Mutual Funds, Investments
Education
Columbia University - Columbia Business School
M.B.A., Finance and Marketing
University of Washington, Michael G. Foster School of Business
B.A.B.A., Accounting and Economics
Wells Fargo Private Bank August 2012 - Present
US Trust January 1997 - August 2012
Bank of America June 1991 - January 1997
Wells Fargo June 1989 - June 1991
Skills
A.A.M.S., Acredited Asset..., Investment Advisory, Asset Allocation, Life Insurance, Wealth Management, Wealth, Portfolio Management, Investment Strategies, Estate Planning, Wealth Management..., Investment Management, High Net Worth..., Alternative Investments, Series 7, Retirement Planning, Mutual Funds, Investments
Education
Columbia University - Columbia Business School
M.B.A., Finance and Marketing
University of Washington, Michael G. Foster School of Business
B.A.B.A., Accounting and Economics
Justin Schinnerer Justin Schinnerer's Wells Fargo Experience May 2005 - January 2014
Job Mortgage Consultant at HSBC
Industry Banking
Experience
HSBC January 2014 - Present
Wells Fargo May 2005 - January 2014
Bank of America 2008 - 2010
Skills
Underwriting, Financial Analysis, Pipeline Management, Communication, Team Building, Manage Client..., Credit Analysis, New Business Development
Education
Columbia University - Columbia Business School
Graduate School of Business - Executive Education
San Diego State University-California State University 2003 — 2005
B.S. Management and Marketing, Business
UCLA 2010 — 2010
Marketing
HSBC January 2014 - Present
Wells Fargo May 2005 - January 2014
Bank of America 2008 - 2010
Skills
Underwriting, Financial Analysis, Pipeline Management, Communication, Team Building, Manage Client..., Credit Analysis, New Business Development
Education
Columbia University - Columbia Business School
Graduate School of Business - Executive Education
San Diego State University-California State University 2003 — 2005
B.S. Management and Marketing, Business
UCLA 2010 — 2010
Marketing
Maxim Duprat Maxim Duprat's Wells Fargo Experience August 1993 - January 1997
Job Director Sales Effectiveness and Operations
Industry Management Consulting
Experience
PricewaterhouseCoopers June 2009 - Present
BearingPoint March 2003 - June 2009
Ecom Partners Inc. September 2000 - February 2003
KPMG Consulting March 1998 - August 2000
Wells Fargo August 1993 - January 1997
Skills
Strategy, Product Management, CRM, E-commerce, Management Consulting, Business Development, Business Strategy, Analytics, Strategic Planning, Digital Marketing, Business Analysis, Leadership, Product Marketing, Integration, Business Planning, Financial Modeling, Management, Consulting, Professional Services, Product Development, Marketing, Process Improvement, Sales Operations, Forecasting
Education
Columbia University - School of International and Public Affairs
MIA, International Finance and Banking
Syracuse University - Martin J. Whitman School of Management
MBA, Marketing
San Diego State University-California State University
BS, Business Administration
PricewaterhouseCoopers June 2009 - Present
BearingPoint March 2003 - June 2009
Ecom Partners Inc. September 2000 - February 2003
KPMG Consulting March 1998 - August 2000
Wells Fargo August 1993 - January 1997
Skills
Strategy, Product Management, CRM, E-commerce, Management Consulting, Business Development, Business Strategy, Analytics, Strategic Planning, Digital Marketing, Business Analysis, Leadership, Product Marketing, Integration, Business Planning, Financial Modeling, Management, Consulting, Professional Services, Product Development, Marketing, Process Improvement, Sales Operations, Forecasting
Education
Columbia University - School of International and Public Affairs
MIA, International Finance and Banking
Syracuse University - Martin J. Whitman School of Management
MBA, Marketing
San Diego State University-California State University
BS, Business Administration
Sarah Pinckney Whitmire Sarah Pinckney Whitmire's Wells Fargo Experience January 2013 - Present
Job Communications Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2013 - Present
Perficient February 2012 - January 2013
Bank of America March 2005 - December 2011
DUKE ENERGY September 2000 - December 2003
THE COUNCIL OF STATE GOVERNMENTS September 1998 - February 2000
SIMON & SCHUSTER September 1991 - June 1998
Skills
Internal Communications, External Communications, Executive..., Media Relations, Strategic..., Communications Planning, Stakeholder Engagement, Transition..., Crisis Communications, Change Management, Writing, Speech Writing, Editing, Web Content
Education
Columbia University in the City of New York 1995 — 2004
MA, American Studies
Princeton University 1987 — 1991
A.B, English
St Catherines 1974 — 1987
St Catherines
St Catherines
St Catherines
Wells Fargo January 2013 - Present
Perficient February 2012 - January 2013
Bank of America March 2005 - December 2011
DUKE ENERGY September 2000 - December 2003
THE COUNCIL OF STATE GOVERNMENTS September 1998 - February 2000
SIMON & SCHUSTER September 1991 - June 1998
Skills
Internal Communications, External Communications, Executive..., Media Relations, Strategic..., Communications Planning, Stakeholder Engagement, Transition..., Crisis Communications, Change Management, Writing, Speech Writing, Editing, Web Content
Education
Columbia University in the City of New York 1995 — 2004
MA, American Studies
Princeton University 1987 — 1991
A.B, English
St Catherines 1974 — 1987
St Catherines
St Catherines
St Catherines
Scott A. Salisbury Scott A. Salisbury's Wells Fargo Experience September 2008 - Present
Job Senior Vice President Wealth Advisor at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo September 2008 - Present
Fieldpoint Private 2007 - 2008
Silvercrest Asset Management 2004 - 2006
U.S. Trust Company 1997 - 2004
Bankers Trust Company of Florida 1996 - 1997
Bessemer Trust Company, N.A. 1985 - 1996
Chester Harris & Company 1983 - 1985
Skills
Wealth Transfer, Asset Allocation, Wealth Management, Investments, Wealth Management..., Investment Management, Investment Advisory..., Estate Planning, Strategic Financial..., Financial Services, Asset, Tax, Employee Benefits, Alternative Investments, Asset Managment, Portfolio Management
Education
Columbia Business School 1990 — 1992
MBA, EMBA
Tulane University 1979 — 1983
BA, Economics/Communications
Cardinal Newman 1975 — 1979
H.S. Diploma
Wells Fargo September 2008 - Present
Fieldpoint Private 2007 - 2008
Silvercrest Asset Management 2004 - 2006
U.S. Trust Company 1997 - 2004
Bankers Trust Company of Florida 1996 - 1997
Bessemer Trust Company, N.A. 1985 - 1996
Chester Harris & Company 1983 - 1985
Skills
Wealth Transfer, Asset Allocation, Wealth Management, Investments, Wealth Management..., Investment Management, Investment Advisory..., Estate Planning, Strategic Financial..., Financial Services, Asset, Tax, Employee Benefits, Alternative Investments, Asset Managment, Portfolio Management
Education
Columbia Business School 1990 — 1992
MBA, EMBA
Tulane University 1979 — 1983
BA, Economics/Communications
Cardinal Newman 1975 — 1979
H.S. Diploma
Hany Awadalla Hany Awadalla's Wells Fargo Experience September 2002 - September 2005
Job Managing Director, Investment Banking at National Securities
Industry Financial Services
Experience
National Securities July 2011 - Present
Rodman & Renshaw June 2010 - February 2011
FTN Financial/FTN Equity Capital Markets January 2009 - April 2010
C.E. Unterberg, Towbin/Collins Stewart LLC September 2005 - November 2008
Wells Fargo September 2002 - September 2005
Robertson Stephens July 1997 - September 2002
UBS Investment Bank June 1996 - July 1997
Merrill Lynch May 1990 - June 1996
Skills
Private Equity, Investment Banking, Capital Markets, Venture Capital, Financial Modeling, Corporate Finance, Corporate Development, Due Diligence, Hedge Funds, Investments, Private Placements, Series 7, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA/MA, Finance
Columbia University in the City of New York 1982 — 1986
AB, East Asian Studies/Economics
National Securities July 2011 - Present
Rodman & Renshaw June 2010 - February 2011
FTN Financial/FTN Equity Capital Markets January 2009 - April 2010
C.E. Unterberg, Towbin/Collins Stewart LLC September 2005 - November 2008
Wells Fargo September 2002 - September 2005
Robertson Stephens July 1997 - September 2002
UBS Investment Bank June 1996 - July 1997
Merrill Lynch May 1990 - June 1996
Skills
Private Equity, Investment Banking, Capital Markets, Venture Capital, Financial Modeling, Corporate Finance, Corporate Development, Due Diligence, Hedge Funds, Investments, Private Placements, Series 7, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA/MA, Finance
Columbia University in the City of New York 1982 — 1986
AB, East Asian Studies/Economics
Anmar Baban Anmar Baban's Wells Fargo Experience November 2013 - Present
Job Project Manager at Wells Fargo
Industry Construction
Experience
Wells Fargo November 2013 - Present
Merritt Engineering Consultants, P.C. August 2007 - October 2013
Polonia Development 2006 - 2007
B21 Construction January 2006 - June 2006
The Sandi Group March 2003 - December 2005
Skills
Project Management, Construction Management, Renovation, Concrete, Contract Negotiations, Construction, Contract Negotiation, Green Building, Subcontracting, Waterproofing, Contract Management, Change Orders, Civil Engineering, Submittals, MS Project, Project Planning, Pre-construction, Primavera P6, LEED, High Rise, Project Bidding, LEED AP, Restoration, Historic Preservation, Masonry, Microsoft Project
Education
Columbia University in the City of New York
Master of Science (M.Sc.), Construction Administration
Baghdad University
B.S., Civil Engineering
Wells Fargo November 2013 - Present
Merritt Engineering Consultants, P.C. August 2007 - October 2013
Polonia Development 2006 - 2007
B21 Construction January 2006 - June 2006
The Sandi Group March 2003 - December 2005
Skills
Project Management, Construction Management, Renovation, Concrete, Contract Negotiations, Construction, Contract Negotiation, Green Building, Subcontracting, Waterproofing, Contract Management, Change Orders, Civil Engineering, Submittals, MS Project, Project Planning, Pre-construction, Primavera P6, LEED, High Rise, Project Bidding, LEED AP, Restoration, Historic Preservation, Masonry, Microsoft Project
Education
Columbia University in the City of New York
Master of Science (M.Sc.), Construction Administration
Baghdad University
B.S., Civil Engineering
Ren Stevenson Ren Stevenson's Wells Fargo Experience March 2013 - Present
Job Senior Project Coordinator at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2013 - Present
Wells Fargo April 2011 - October 2012
Duke Energy Corporation October 2009 - December 2010
Wachovia, A Wells Fargo Company February 2005 - October 2009
Bank One June 1999 - December 2004
Huntington National Bank 1995 - 1999
Skills
Project Coordination, MS Project, Technical Writing, Financial Services, Risk Management, Data Analysis, Team Leadership, Team Building, Outlook, Customer Service, Lotus Notes, Relationship Management, Creation Of Training..., Training Delivery, Graphic Design, Marketing Communications, Budget Process, Corporate Events, Event Management, Communications Planning, Data Quality Assurance, Quality Assurance, Microsoft Project
Education
Columbus State Community College 2002 — 2004
Graphic Design
Eastland Career Center
Technical Diploma, Administrative Assistant & Management Program
Wells Fargo March 2013 - Present
Wells Fargo April 2011 - October 2012
Duke Energy Corporation October 2009 - December 2010
Wachovia, A Wells Fargo Company February 2005 - October 2009
Bank One June 1999 - December 2004
Huntington National Bank 1995 - 1999
Skills
Project Coordination, MS Project, Technical Writing, Financial Services, Risk Management, Data Analysis, Team Leadership, Team Building, Outlook, Customer Service, Lotus Notes, Relationship Management, Creation Of Training..., Training Delivery, Graphic Design, Marketing Communications, Budget Process, Corporate Events, Event Management, Communications Planning, Data Quality Assurance, Quality Assurance, Microsoft Project
Education
Columbus State Community College 2002 — 2004
Graphic Design
Eastland Career Center
Technical Diploma, Administrative Assistant & Management Program
Meghana Reddy Meghana Reddy's Wells Fargo Experience June 2010 - April 2011
Job MIA/MBA Dual Degree Candidate at Columbia University
Industry Higher Education
Experience
Morgan Stanley June 2015 - August 2015
Federal Reserve Bank of New York May 2011 - July 2014
Wells Fargo June 2010 - April 2011
Karvy June 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Education
Columbia University - Columbia Business School 2014 — 2017
Master of Business Administration (MBA), Social Enterprise, Management
Columbia University - School of International and Public Affairs 2014 — 2017
Master of International Affairs (MIA), International Finance and Economic Policy
New York University, Stern School of Business 2006 — 2010
BS, Economics, Finance, Psychology
Morgan Stanley June 2015 - August 2015
Federal Reserve Bank of New York May 2011 - July 2014
Wells Fargo June 2010 - April 2011
Karvy June 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Education
Columbia University - Columbia Business School 2014 — 2017
Master of Business Administration (MBA), Social Enterprise, Management
Columbia University - School of International and Public Affairs 2014 — 2017
Master of International Affairs (MIA), International Finance and Economic Policy
New York University, Stern School of Business 2006 — 2010
BS, Economics, Finance, Psychology
Elissa Bard Elissa Bard's Wells Fargo Experience 2000 - 2008
Job Director of Multifamily Lending at Housing Development Fund
Industry Financial Services
Experience
Housing Development Fund April 2013 - Present
Wells Fargo 2000 - 2008
Federal Reserve Bank of New York June 1996 - June 2000
JPMorgan Chase June 1995 - June 1996
Education
Columbia University - School of International and Public Affairs
Master of Public Administration (MPA), Economic Development
Tufts University
Bachelor's degree, International Relations and Political Science
Housing Development Fund April 2013 - Present
Wells Fargo 2000 - 2008
Federal Reserve Bank of New York June 1996 - June 2000
JPMorgan Chase June 1995 - June 1996
Education
Columbia University - School of International and Public Affairs
Master of Public Administration (MPA), Economic Development
Tufts University
Bachelor's degree, International Relations and Political Science
Justin Blumenthal Justin Blumenthal's Wells Fargo Experience June 2010 - November 2014
Job Associate at Renewable Resources Group
Industry Venture Capital & Private Equity
Experience
Kaveblom Partners April 2015 - Present
Renewable Resources Group December 2014 - Present
Wells Fargo June 2010 - November 2014
Morgan Stanley June 2009 - August 2009
Lifestyle Centre Holdings Ltd. June 2008 - August 2008
Skills
Risk Management, Strategic Planning, Commodity, Trading, Financial Modeling, Bloomberg, Management, Investments, Portfolio Management, Chess, Derivatives, Valuation, Hedging
Education
Duke University 2006 — 2010
BA, Political Science, Business, Chinese
Columbia University in the City of New York 2008 — 2008
Business Chinese
New York University 2008 — 2008
International Relations, Czech, Advertising
Shanghai Jiao Tong University 2008 — 2008
Business Chinese
Kaveblom Partners April 2015 - Present
Renewable Resources Group December 2014 - Present
Wells Fargo June 2010 - November 2014
Morgan Stanley June 2009 - August 2009
Lifestyle Centre Holdings Ltd. June 2008 - August 2008
Skills
Risk Management, Strategic Planning, Commodity, Trading, Financial Modeling, Bloomberg, Management, Investments, Portfolio Management, Chess, Derivatives, Valuation, Hedging
Education
Duke University 2006 — 2010
BA, Political Science, Business, Chinese
Columbia University in the City of New York 2008 — 2008
Business Chinese
New York University 2008 — 2008
International Relations, Czech, Advertising
Shanghai Jiao Tong University 2008 — 2008
Business Chinese
Jessica Basham Jessica Basham's Wells Fargo Experience June 2010 - May 2012
Job Consultant at Bain & Company
Industry Management Consulting
Experience
Bain & Company July 2014 - Present
Bain & Company June 2013 - August 2013
Wells Fargo June 2010 - May 2012
Wells Fargo June 2008 - June 2010
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
University of Virginia 2004 — 2008
BS in Commerce, Finance, Accounting
Bain & Company July 2014 - Present
Bain & Company June 2013 - August 2013
Wells Fargo June 2010 - May 2012
Wells Fargo June 2008 - June 2010
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
University of Virginia 2004 — 2008
BS in Commerce, Finance, Accounting
Javier Luzarraga Javier Luzarraga's Wells Fargo Experience October 2013 - Present
Job Strategy Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2013 - Present
Deloitte & Touche, LLP 2007 - Present
Wachovia, A Wells Fargo Company 2005 - 2007
Wachovia Securities 2004 - 2007
Toll Brothers 2001 - 2004
Lazard Freres & Co. 1997 - 1998
PaineWebber 1995 - 1997
Skills
Valuation, Investment Banking, Financial Modeling, Due Diligence, Asset Managment, Corporate Finance, Financial Analysis, Mergers, Capital Markets, Banking, Risk Management, Private Equity, Credit, Financial Structuring, Investments, Credit Risk, Strategic Financial..., Financial Risk, Loans, Strategy, Mergers
Education
Columbia University - Columbia Business School 1998 — 2000
Master of Business Administration (MBA), Finance, General
Georgetown University 1991 — 1995
Bachelor of Arts (B.A.)
Wells Fargo October 2013 - Present
Deloitte & Touche, LLP 2007 - Present
Wachovia, A Wells Fargo Company 2005 - 2007
Wachovia Securities 2004 - 2007
Toll Brothers 2001 - 2004
Lazard Freres & Co. 1997 - 1998
PaineWebber 1995 - 1997
Skills
Valuation, Investment Banking, Financial Modeling, Due Diligence, Asset Managment, Corporate Finance, Financial Analysis, Mergers, Capital Markets, Banking, Risk Management, Private Equity, Credit, Financial Structuring, Investments, Credit Risk, Strategic Financial..., Financial Risk, Loans, Strategy, Mergers
Education
Columbia University - Columbia Business School 1998 — 2000
Master of Business Administration (MBA), Finance, General
Georgetown University 1991 — 1995
Bachelor of Arts (B.A.)
Mark A. Fox Mark A. Fox's Wells Fargo Experience 2010 - 2010
Job Client Management Executive at Bank of America
Industry Banking
Experience
U.S. Trust 2011 - September 2015
Wells Fargo 2010 - 2010
U.S. Trust 2003 - 2008
Charles Schwab 2000 - 2003
Citi 1989 - 2000
IBJ Schroder Bank & Trust Company 1986 - 1989
Syn-Cronamics, Inc. 1985 - 1986
Skills
Banking, CRM, Credit Cards, Cross-functional Team..., Equities, Financial Services, High Net Worth..., Leadership, Securities, Strategy, Trading, Wealth Management, Investments, Management, Management Consulting, Mergers, Payments, Portfolio Management, Product Management, Relationship Management
Education
Columbia University in the City of New York
B.A, Political Science
Fair Lawn High School
IBJ Schroder Management Training Program
U.S. Trust 2011 - September 2015
Wells Fargo 2010 - 2010
U.S. Trust 2003 - 2008
Charles Schwab 2000 - 2003
Citi 1989 - 2000
IBJ Schroder Bank & Trust Company 1986 - 1989
Syn-Cronamics, Inc. 1985 - 1986
Skills
Banking, CRM, Credit Cards, Cross-functional Team..., Equities, Financial Services, High Net Worth..., Leadership, Securities, Strategy, Trading, Wealth Management, Investments, Management, Management Consulting, Mergers, Payments, Portfolio Management, Product Management, Relationship Management
Education
Columbia University in the City of New York
B.A, Political Science
Fair Lawn High School
IBJ Schroder Management Training Program
Vincenzo Nocito's Wells Fargo Experience August 2010 - April 2012
Job Unemployed
Industry Writing and Editing
Experience
Wells Fargo August 2010 - April 2012
Trader Vic's November 2009 - April 2010
BigFix, Inc. March 2008 - December 2008
Various Temp Positions January 2007 - June 2008
Hitachi April 2006 - December 2007
Skills
Customer Service, Editing, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Data Entry, Time Management, Proofreading, Sales Administration
Education
Columbia University in the City of New York 2003 — 2005
MA, East Asian Studies - Humanities
William Paterson University of New Jersey 1993 — 1998
Bachelor's degree, History
Wells Fargo August 2010 - April 2012
Trader Vic's November 2009 - April 2010
BigFix, Inc. March 2008 - December 2008
Various Temp Positions January 2007 - June 2008
Hitachi April 2006 - December 2007
Skills
Customer Service, Editing, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Data Entry, Time Management, Proofreading, Sales Administration
Education
Columbia University in the City of New York 2003 — 2005
MA, East Asian Studies - Humanities
William Paterson University of New Jersey 1993 — 1998
Bachelor's degree, History
Alan Carl Alan Carl's Wells Fargo Experience September 1972 - December 1975
Job Iconoclast (Iconoclast) n. "A person who does something that others say can't be done." Owner, Automation Consultants
Industry Information Technology and Services
Experience
University of Redlands School of Business September 2010 - Present
Automation Consultants January 1976 - Present
Heller First Capital Corporation (now part of GE Capital) January 1980 - July 1995
Wells Fargo September 1972 - December 1975
First National Bank of Chicago (now part of JPMorgan Chase) September 1970 - August 1972
University of Illinois at Chicago September 1969 - August 1972
University of Chicago September 1967 - August 1969
Electricite de France (EDF) June 1967 - August 1967
WRVR Radio (106.7 FM) - Riverside Church, New York City June 1965 - May 1967
Columbia University Refreshment Agency September 1963 - May 1967
Skills
Corporate Finance, Leadership Development, Business, Instructional Design, Quality Assurance, Microsoft Office, Troubleshooting, Analysis, Training, Unix, Management, Databases, Software Documentation, Strategy, Data Analysis, Public Speaking, Project Management, Strategic Planning, Program Management, Leadership, Research
Education
The University of Chicago Booth School of Business 1969 — 1972
MBA, Business - Math Methods & Computers, Dean's List
The University of Chicago Division of Social Sciences 1967 — 1969
MA, Economics - Econometrics & Statistics
Columbia University in the City of New York 1963 — 1967
BA, Economics, Dean's List
Little Rock Central High School - Little Rock, Arkansas 1960 — 1963
Diploma, Valedictorian
Phillips Academy - Andover, Massachusetts 1962 — 1962
Certificate, English Composition & Mathematics
Southwest Junior High School - Little Rock, Arkansas 1957 — 1960
University of Redlands School of Business September 2010 - Present
Automation Consultants January 1976 - Present
Heller First Capital Corporation (now part of GE Capital) January 1980 - July 1995
Wells Fargo September 1972 - December 1975
First National Bank of Chicago (now part of JPMorgan Chase) September 1970 - August 1972
University of Illinois at Chicago September 1969 - August 1972
University of Chicago September 1967 - August 1969
Electricite de France (EDF) June 1967 - August 1967
WRVR Radio (106.7 FM) - Riverside Church, New York City June 1965 - May 1967
Columbia University Refreshment Agency September 1963 - May 1967
Skills
Corporate Finance, Leadership Development, Business, Instructional Design, Quality Assurance, Microsoft Office, Troubleshooting, Analysis, Training, Unix, Management, Databases, Software Documentation, Strategy, Data Analysis, Public Speaking, Project Management, Strategic Planning, Program Management, Leadership, Research
Education
The University of Chicago Booth School of Business 1969 — 1972
MBA, Business - Math Methods & Computers, Dean's List
The University of Chicago Division of Social Sciences 1967 — 1969
MA, Economics - Econometrics & Statistics
Columbia University in the City of New York 1963 — 1967
BA, Economics, Dean's List
Little Rock Central High School - Little Rock, Arkansas 1960 — 1963
Diploma, Valedictorian
Phillips Academy - Andover, Massachusetts 1962 — 1962
Certificate, English Composition & Mathematics
Southwest Junior High School - Little Rock, Arkansas 1957 — 1960
Brittne Rivera Brittne Rivera's Wells Fargo Experience July 2000 - September 2004
Job Private Wealth Associate
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Columbia University January 2011 - Present
Media Center for Art History at Columbia University March 2013 - May 2014
Didier Aaron January 2013 - February 2014
AXA Advisors May 2007 - June 2008
JPMorgan Chase October 2004 - October 2006
Wells Fargo July 2000 - September 2004
Education
Columbia University in the City of New York 2011 — 2014
Bachelor of Arts (B.A.), Art History, Criticism and Conservation, Junior
Pima Community College 2008 — 2010
Associate of Arts (A.A.)
Merrill Lynch May 2015 - Present
Columbia University January 2011 - Present
Media Center for Art History at Columbia University March 2013 - May 2014
Didier Aaron January 2013 - February 2014
AXA Advisors May 2007 - June 2008
JPMorgan Chase October 2004 - October 2006
Wells Fargo July 2000 - September 2004
Education
Columbia University in the City of New York 2011 — 2014
Bachelor of Arts (B.A.), Art History, Criticism and Conservation, Junior
Pima Community College 2008 — 2010
Associate of Arts (A.A.)
Clearson Martin Clearson Martin's Wells Fargo Experience January 2013 - September 2013
Job Debt & Tax Consultant
Industry Financial Services
Experience
National Debt Relief, LLC January 2015 - Present
National Debt Relief, LLC November 2013 - December 2014
Wells Fargo January 2013 - September 2013
Wells Fargo June 2011 - January 2013
R&G Brenner Income Tax Consultants January 2007 - January 2011
Education
Yale University
Continuing Education (Online)
Stanford University Graduate School of Business 2013 — 2013
Continuing Education (Online)
University of Pennsylvania - The Wharton School 2013 — 2014
Continuing Education (Online)
Columbia University in the City of New York 2013 — 2014
Continuing Education (Online)
University of Phoenix 2010 — 2012
Master's degree, Accounting
Iona College 2005 — 2009
Bachelor of Science (BS), Business
New York University - Leonard N. Stern School of Business 2007 — 2008
Summer & Winter Courses, Accounting
National Debt Relief, LLC January 2015 - Present
National Debt Relief, LLC November 2013 - December 2014
Wells Fargo January 2013 - September 2013
Wells Fargo June 2011 - January 2013
R&G Brenner Income Tax Consultants January 2007 - January 2011
Education
Yale University
Continuing Education (Online)
Stanford University Graduate School of Business 2013 — 2013
Continuing Education (Online)
University of Pennsylvania - The Wharton School 2013 — 2014
Continuing Education (Online)
Columbia University in the City of New York 2013 — 2014
Continuing Education (Online)
University of Phoenix 2010 — 2012
Master's degree, Accounting
Iona College 2005 — 2009
Bachelor of Science (BS), Business
New York University - Leonard N. Stern School of Business 2007 — 2008
Summer & Winter Courses, Accounting
David Alliker David Alliker's Wells Fargo Experience April 2014 - Present
Job Operations Risk Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2014 - Present
GMHC March 2012 - August 2013
CJ Dellatore LLC April 2008 - March 2012
Merrill Lynch January 2007 - April 2008
Bear Stearns May 2005 - January 2007
Inter-American Institute for Cooperation on Agriculture June 1999 - September 2001
Peace Corps March 1997 - June 1999
Skills
Hedge Funds, Fixed Income, Marketing Strategy, Grants, Asset Managment, Business Strategy, Equities, Microsoft Excel, Project Management, Risk Management, Investments, Capital Markets, Venture Capital, Research, Coaching, Entrepreneurship, Fundraising
Education
Columbia Business School 2003 — 2005
Master of Business Administration (M.B.A.), Accounting and Finance, 3.8
Johns Hopkins SAIS 2001 — 2003
Master of Arts (M.A.), Latin American Studies and International Finance, 3.8
Franklin & Marshall College 1992 — 1996
Master of Arts (M.A.), Business Administration and Finance, A
Wells Fargo April 2014 - Present
GMHC March 2012 - August 2013
CJ Dellatore LLC April 2008 - March 2012
Merrill Lynch January 2007 - April 2008
Bear Stearns May 2005 - January 2007
Inter-American Institute for Cooperation on Agriculture June 1999 - September 2001
Peace Corps March 1997 - June 1999
Skills
Hedge Funds, Fixed Income, Marketing Strategy, Grants, Asset Managment, Business Strategy, Equities, Microsoft Excel, Project Management, Risk Management, Investments, Capital Markets, Venture Capital, Research, Coaching, Entrepreneurship, Fundraising
Education
Columbia Business School 2003 — 2005
Master of Business Administration (M.B.A.), Accounting and Finance, 3.8
Johns Hopkins SAIS 2001 — 2003
Master of Arts (M.A.), Latin American Studies and International Finance, 3.8
Franklin & Marshall College 1992 — 1996
Master of Arts (M.A.), Business Administration and Finance, A
Elizabeth Hinshaw Elizabeth Hinshaw's Wells Fargo Experience April 2010 - Present
Job Financial Services
Industry Banking
Experience
Wells Fargo April 2010 - Present
Skills
Financial Services, Analytics, Segmentation, Management Consulting, Business Strategy, Marketing Strategy, Market Research, Strategic Planning, CRM, Start-ups, Business Planning, Project Management, Management, Marketing, Organizational..., Marketing Management, Analysis, Database Marketing, Consulting, Strategy, Nonprofits, Brand Development, Sales, Budgets, Integration
Education
Columbia University - Columbia Business School
MBA
Duke University
BS
North Carolina School of Science and Mathematics
Wells Fargo April 2010 - Present
Skills
Financial Services, Analytics, Segmentation, Management Consulting, Business Strategy, Marketing Strategy, Market Research, Strategic Planning, CRM, Start-ups, Business Planning, Project Management, Management, Marketing, Organizational..., Marketing Management, Analysis, Database Marketing, Consulting, Strategy, Nonprofits, Brand Development, Sales, Budgets, Integration
Education
Columbia University - Columbia Business School
MBA
Duke University
BS
North Carolina School of Science and Mathematics
John O'Loughlin John O'Loughlin's Wells Fargo Experience June 2015 - Present
Job Relationship Manager Commercial Real Estate at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2015 - Present
Wells Fargo July 2012 - June 2015
TUDOR INVESTMENT CORPORATION June 2011 - August 2011
State Street Bank June 2010 - August 2010
State Street Bank June 2009 - August 2009
Spectrum Equity Investors March 2008 - May 2008
Skills
Valuation, Financial Modeling, Bloomberg, Asset Managment, Capital Markets, Economics, Financial Analysis, Private Equity, Investment Banking, Data Analysis, Microsoft Excel, Mergers, PowerPoint, Research, Microsoft Office
Education
Columbia University in the City of New York 2008 — 2012
B.A., Economics
Roxbury Latin School 2003 — 2008
Wells Fargo June 2015 - Present
Wells Fargo July 2012 - June 2015
TUDOR INVESTMENT CORPORATION June 2011 - August 2011
State Street Bank June 2010 - August 2010
State Street Bank June 2009 - August 2009
Spectrum Equity Investors March 2008 - May 2008
Skills
Valuation, Financial Modeling, Bloomberg, Asset Managment, Capital Markets, Economics, Financial Analysis, Private Equity, Investment Banking, Data Analysis, Microsoft Excel, Mergers, PowerPoint, Research, Microsoft Office
Education
Columbia University in the City of New York 2008 — 2012
B.A., Economics
Roxbury Latin School 2003 — 2008
Mark Dumolien Mark Dumolien's Wells Fargo Experience January 2013 - Present
Job
Industry Banking
Experience
Wells Fargo January 2013 - Present
Skills
FX Options, Options, Interest Rate..., FX trading, Emerging Markets, Currency, Rates, FX Derivatives, Forwards, Fixed Income, Capital Markets, Portfolio Management, Derivatives, Banking, Equities, Financial Markets, Bloomberg, Investments, Risk Management, Asset Management
Education
Columbia University in the City of New York 1989 — 1993
BA
Burlington Community HS
Wells Fargo January 2013 - Present
Skills
FX Options, Options, Interest Rate..., FX trading, Emerging Markets, Currency, Rates, FX Derivatives, Forwards, Fixed Income, Capital Markets, Portfolio Management, Derivatives, Banking, Equities, Financial Markets, Bloomberg, Investments, Risk Management, Asset Management
Education
Columbia University in the City of New York 1989 — 1993
BA
Burlington Community HS
Stephanie Drotter Stephanie Drotter's Wells Fargo Experience 2000 - 2004
Job
Industry Management Consulting
Experience
Point B July 2011 - Present
The Clorox Company 2005 - 2011
Wells Fargo 2000 - 2004
Automated Financial Systems 1996 - 2000
Skills
Change Management, Cross-functional Team..., Organizational Design, Acquisition Integration, Strategy, Business Strategy, Organizational..., Business Process, Leadership, Strategic Planning, Governance, Six Sigma, Business Planning, Marketing, Talent Management, Project Planning, Management, Executive Management, Program Management, Business Process..., Process Improvement, Business Transformation, Management Consulting
Education
Six Sigma Academy 2003 — 2004
Black Belt, Six Sigm
Columbia University 1990 — 1992
MA, Organizational Psychology
University of Richmond 1985 — 1989
BA, English/Economics
Point B July 2011 - Present
The Clorox Company 2005 - 2011
Wells Fargo 2000 - 2004
Automated Financial Systems 1996 - 2000
Skills
Change Management, Cross-functional Team..., Organizational Design, Acquisition Integration, Strategy, Business Strategy, Organizational..., Business Process, Leadership, Strategic Planning, Governance, Six Sigma, Business Planning, Marketing, Talent Management, Project Planning, Management, Executive Management, Program Management, Business Process..., Process Improvement, Business Transformation, Management Consulting
Education
Six Sigma Academy 2003 — 2004
Black Belt, Six Sigm
Columbia University 1990 — 1992
MA, Organizational Psychology
University of Richmond 1985 — 1989
BA, English/Economics
Marcus Molinero's Wells Fargo Experience 2008 - 2010
Job Business Development and Product Management Consultant
Industry Internet
Experience
ISI Consulting Inc. 2013 - Present
TruValue Labs Inc. 2014 - Present
InvisiPay Inc. 2013 - Present
Bank of America 2012 - 2013
Advantage 2010 - 2011
Wells Fargo 2008 - 2010
Banco Santander (Santander Global Markets) 2005 - 2008
ABN AMRO Bank N.V. and Trade.com 2001 - 2002
Skills
Strategy, Business Development, Management, Project Management, Business Process, Banking, Analysis, Financial Services, Requirements Gathering, Financial Markets, Data Analysis, Trading, Budgets, Financial Risk, Sales, Risk Management, Business Analysis, Foreign Exchange, International Banking..., FX Options, Competitive Analysis, Account Management, Change Management
Education
Columbia University - School of International and Public Affairs
MA, Business and Finance
Columbia University in the City of New York
BA, Economics
Oxford Brookes University
BSc dip, Mathematics and Computing
ISI Consulting Inc. 2013 - Present
TruValue Labs Inc. 2014 - Present
InvisiPay Inc. 2013 - Present
Bank of America 2012 - 2013
Advantage 2010 - 2011
Wells Fargo 2008 - 2010
Banco Santander (Santander Global Markets) 2005 - 2008
ABN AMRO Bank N.V. and Trade.com 2001 - 2002
Skills
Strategy, Business Development, Management, Project Management, Business Process, Banking, Analysis, Financial Services, Requirements Gathering, Financial Markets, Data Analysis, Trading, Budgets, Financial Risk, Sales, Risk Management, Business Analysis, Foreign Exchange, International Banking..., FX Options, Competitive Analysis, Account Management, Change Management
Education
Columbia University - School of International and Public Affairs
MA, Business and Finance
Columbia University in the City of New York
BA, Economics
Oxford Brookes University
BSc dip, Mathematics and Computing
Evan Chang Evan Chang's Wells Fargo Experience June 2006 - October 2009
Job Doctor of Dental Surgery (DDS) Candidate, 2016
Industry Medical Practice
Experience
Abacus Management Group June 2005 - Present
Hillstone Restaurant Group June 2011 - July 2012
Wells Fargo June 2006 - October 2009
Skills
PowerPoint, Customer Service, Social Media, Financial Analysis, Microsoft Excel
Education
Columbia University College of Dental Medicine 2012 — 2016
Doctor of Dental Surgery (DDS)
UC Irvine 2004 — 2008
Bachelor of Arts (B.A.), Cognitive Psychology
Abacus Management Group June 2005 - Present
Hillstone Restaurant Group June 2011 - July 2012
Wells Fargo June 2006 - October 2009
Skills
PowerPoint, Customer Service, Social Media, Financial Analysis, Microsoft Excel
Education
Columbia University College of Dental Medicine 2012 — 2016
Doctor of Dental Surgery (DDS)
UC Irvine 2004 — 2008
Bachelor of Arts (B.A.), Cognitive Psychology
Damaris Lara Damaris Lara's Wells Fargo Experience January 2010 - Present
Job Service Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2010 - Present
Skills
Retail Banking, Loans, Financial Services, Microsoft Office, Microsoft Excel, Banking, Commercial Banking
Education
Columbia University in the City of New York
Bachelor of Arts (B.A.), Economics
Wells Fargo January 2010 - Present
Skills
Retail Banking, Loans, Financial Services, Microsoft Office, Microsoft Excel, Banking, Commercial Banking
Education
Columbia University in the City of New York
Bachelor of Arts (B.A.), Economics
Imran Haider Imran Haider's Wells Fargo Experience 2012 - Present
Job Head of Digital Payments and Mobile at Wells Fargo
Industry Internet
Experience
Wells Fargo 2012 - Present
Wells Fargo 2008 - 2012
Wells Fargo 2006 - 2008
Wells Fargo 2004 - 2006
Wells Fargo 2000 - 2004
KF Consulting 1999 - 2000
Maxim Integrated 1999 - 1999
Skills
Financial Services, Analytics, Product Management, Business Strategy, Mobile Payments, Executive Management, Strategic Partnerships, Competitive Analysis, User Experience, Banking, CRM, Start-ups, Cross-functional Team..., SDLC, Portfolio Management, Vendor Management, Strategic Planning, Risk Management, Business Analysis, Relationship Management, Strategic Communications, E-commerce, Product Development, Business Development, Mergers & Acquisitions, Business Process..., Financial Modeling, Payments, Management Consulting, Program Management, SaaS, Credit Cards, Change Management, Segmentation, Thought Leadership, Customer Acquisition, Digital Strategy
Education
Columbia University in the City of New York
Master's degree
The Johns Hopkins University
Bachelor's degree
Wells Fargo 2012 - Present
Wells Fargo 2008 - 2012
Wells Fargo 2006 - 2008
Wells Fargo 2004 - 2006
Wells Fargo 2000 - 2004
KF Consulting 1999 - 2000
Maxim Integrated 1999 - 1999
Skills
Financial Services, Analytics, Product Management, Business Strategy, Mobile Payments, Executive Management, Strategic Partnerships, Competitive Analysis, User Experience, Banking, CRM, Start-ups, Cross-functional Team..., SDLC, Portfolio Management, Vendor Management, Strategic Planning, Risk Management, Business Analysis, Relationship Management, Strategic Communications, E-commerce, Product Development, Business Development, Mergers & Acquisitions, Business Process..., Financial Modeling, Payments, Management Consulting, Program Management, SaaS, Credit Cards, Change Management, Segmentation, Thought Leadership, Customer Acquisition, Digital Strategy
Education
Columbia University in the City of New York
Master's degree
The Johns Hopkins University
Bachelor's degree
Yohann Sidhwa Yohann Sidhwa's Wells Fargo Experience February 2014 - Present
Job Associate at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2014 - Present
Wells Fargo January 2010 - January 2014
Janney Montgomery Scott June 2009 - April 2010
Skills
Fixed Income, Financial Modeling, Bloomberg, Bonds, Investment Banking, Capital Markets, Valuation, Equities, Series 7, Securities, Derivatives, Portfolio Management, Investments, Alternative Investments, Financial Analysis, Dog Walking, Highly inquisitive, Quick & Eager Learner, Business Strategy
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Pennsylvania 2009 — 2010
Graduate Certificate, Public Finance
University of Pennsylvania 2005 — 2009
BA, Economics, American Public Policy
Wells Fargo February 2014 - Present
Wells Fargo January 2010 - January 2014
Janney Montgomery Scott June 2009 - April 2010
Skills
Fixed Income, Financial Modeling, Bloomberg, Bonds, Investment Banking, Capital Markets, Valuation, Equities, Series 7, Securities, Derivatives, Portfolio Management, Investments, Alternative Investments, Financial Analysis, Dog Walking, Highly inquisitive, Quick & Eager Learner, Business Strategy
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Pennsylvania 2009 — 2010
Graduate Certificate, Public Finance
University of Pennsylvania 2005 — 2009
BA, Economics, American Public Policy
Edward Dougherty's Wells Fargo Experience October 2014 - July 2015
Job MBA Candidate CBS 2017
Industry Higher Education
Experience
Wells Fargo October 2014 - July 2015
Wells Fargo July 2013 - January 2015
Wells Fargo March 2013 - July 2013
Wells Fargo September 2010 - February 2013
Dodge & Cox June 2009 - September 2009
Forward June 2008 - September 2008
Willow Creek Capital June 2007 - September 2007
Skills
Analysis, Credit, Financial Modeling, Due Diligence, Finance, Valuation, Research, Market Research, Competitive Analysis, Credit Analysis, Financial Analysis, Investments, Mergers & Acquisitions, Underwriting, Management
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, San Diego 2006 — 2010
Bachelor of Science (B.S.), Management Science Honors with Highest Distinction
University of California, San Diego 2006 — 2010
Bachelor of Arts (B.A.), European History
Saint Ignatius College Prep 2002 — 2006
Wells Fargo October 2014 - July 2015
Wells Fargo July 2013 - January 2015
Wells Fargo March 2013 - July 2013
Wells Fargo September 2010 - February 2013
Dodge & Cox June 2009 - September 2009
Forward June 2008 - September 2008
Willow Creek Capital June 2007 - September 2007
Skills
Analysis, Credit, Financial Modeling, Due Diligence, Finance, Valuation, Research, Market Research, Competitive Analysis, Credit Analysis, Financial Analysis, Investments, Mergers & Acquisitions, Underwriting, Management
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, San Diego 2006 — 2010
Bachelor of Science (B.S.), Management Science Honors with Highest Distinction
University of California, San Diego 2006 — 2010
Bachelor of Arts (B.A.), European History
Saint Ignatius College Prep 2002 — 2006
Edward Lin Edward Lin's Wells Fargo Experience September 2013 - December 2014
Job Experienced Marketer and Financial Services Professional
Industry Financial Services
Experience
Affirm, Inc. December 2014 - Present
Wells Fargo September 2013 - December 2014
Discover Financial Services June 2010 - September 2013
Johnson & Johnson June 2009 - August 2009
Public Financial Management September 2005 - August 2008
Advest/Lebenthal & Company March 2004 - September 2005
Environmental Capital LLC July 2002 - March 2004
Goldman Sachs 2000 - 2001
Skills
Certified Google..., Marketing Management, Digital Marketing, Social Media, Segmentation, Competitive Analysis, Financial Services, Business Strategy, Cross-functional Team..., PPC, Retargeting, Digital Strategy, Paid Search Strategy, Display Advertising, RTB, Management
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Marketing, Management & Strategy, Finance
Columbia University in the City of New York 1998 — 2002
BA, Economics
Affirm, Inc. December 2014 - Present
Wells Fargo September 2013 - December 2014
Discover Financial Services June 2010 - September 2013
Johnson & Johnson June 2009 - August 2009
Public Financial Management September 2005 - August 2008
Advest/Lebenthal & Company March 2004 - September 2005
Environmental Capital LLC July 2002 - March 2004
Goldman Sachs 2000 - 2001
Skills
Certified Google..., Marketing Management, Digital Marketing, Social Media, Segmentation, Competitive Analysis, Financial Services, Business Strategy, Cross-functional Team..., PPC, Retargeting, Digital Strategy, Paid Search Strategy, Display Advertising, RTB, Management
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Marketing, Management & Strategy, Finance
Columbia University in the City of New York 1998 — 2002
BA, Economics
Dan Rutman Dan Rutman's Wells Fargo Experience May 1998 - Present
Job Financial Projects at Salo Consulting LLC
Industry Management Consulting
Experience
CHS March 2002 - Present
Patterson Dental August 2000 - Present
MBI Energy Services November 1999 - Present
Mill City Capital, L.P. November 1999 - Present
UnitedHealth Group September 1999 - Present
HealthEast August 1998 - Present
GMAC ResCap June 1998 - Present
Thomson Reuters May 1998 - Present
Blue Cross Blue Shield of Minnesota July 1998 - Present
Wells Fargo May 1998 - Present
Skills
Budgets, Financial Modeling, Pricing, Forecasting, Strategic Planning, Managerial Finance, Finance, Variance Analysis, Financial Analysis, Mergers, Corporate Finance, Dashboard Builder, M&A, Cash Flow Modeling, Business Process, Strategy, Accounting, Leadership, Analytics, Mergers & Acquisitions, Analysis, Business Development, Cash Flow Forecasting, Project Management, Internal Audit, Financial Forecasting, Income Statement, Business Analysis, Competitive Analysis, Cross-functional Team..., Financial Reporting, Strategic Financial..., Due Diligence, Sarbanes-Oxley Act, Building Key..., Financial Planning, Networking, Social Networking
Education
Columbia University / U of Pennsylvania (Penn)
Master of Business Administration (MBA), Finance
Columbia University 1987 — 1989
MBA, Finance
University of Pennsylvania 1982 — 1986
BA, Math
Edina High School 1979 — 1982
CHS March 2002 - Present
Patterson Dental August 2000 - Present
MBI Energy Services November 1999 - Present
Mill City Capital, L.P. November 1999 - Present
UnitedHealth Group September 1999 - Present
HealthEast August 1998 - Present
GMAC ResCap June 1998 - Present
Thomson Reuters May 1998 - Present
Blue Cross Blue Shield of Minnesota July 1998 - Present
Wells Fargo May 1998 - Present
Skills
Budgets, Financial Modeling, Pricing, Forecasting, Strategic Planning, Managerial Finance, Finance, Variance Analysis, Financial Analysis, Mergers, Corporate Finance, Dashboard Builder, M&A, Cash Flow Modeling, Business Process, Strategy, Accounting, Leadership, Analytics, Mergers & Acquisitions, Analysis, Business Development, Cash Flow Forecasting, Project Management, Internal Audit, Financial Forecasting, Income Statement, Business Analysis, Competitive Analysis, Cross-functional Team..., Financial Reporting, Strategic Financial..., Due Diligence, Sarbanes-Oxley Act, Building Key..., Financial Planning, Networking, Social Networking
Education
Columbia University / U of Pennsylvania (Penn)
Master of Business Administration (MBA), Finance
Columbia University 1987 — 1989
MBA, Finance
University of Pennsylvania 1982 — 1986
BA, Math
Edina High School 1979 — 1982
Jeannine DeLoche Jeannine DeLoche's Wells Fargo Experience March 2010 - Present
Job Senior Vice President, Marketing at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2010 - Present
D. E. Shaw & Co. 2008 - 2009
Lehman Brothers 2006 - 2008
Credit Suisse 1999 - 2006
Euromoney Institutional Investor 1997 - 1999
The Boston Consulting Group 1995 - 1997
Credit Suisse 1990 - 1993
Skills
Strategy, Investment Banking, Capital Markets, Business Development, Financial Services, Marketing, Recruiting, Strategic Financial..., Executive Coaching, Human Capital, Organizational Learning, Management, Management Consulting, Business Strategy, Finance, Executive Management, Mergers & Acquisitions
Education
Harvard Business School 1993 — 1995
MBA
Columbia University in the City of New York 1986 — 1990
BA, Political Science
Wells Fargo March 2010 - Present
D. E. Shaw & Co. 2008 - 2009
Lehman Brothers 2006 - 2008
Credit Suisse 1999 - 2006
Euromoney Institutional Investor 1997 - 1999
The Boston Consulting Group 1995 - 1997
Credit Suisse 1990 - 1993
Skills
Strategy, Investment Banking, Capital Markets, Business Development, Financial Services, Marketing, Recruiting, Strategic Financial..., Executive Coaching, Human Capital, Organizational Learning, Management, Management Consulting, Business Strategy, Finance, Executive Management, Mergers & Acquisitions
Education
Harvard Business School 1993 — 1995
MBA
Columbia University in the City of New York 1986 — 1990
BA, Political Science
Judi R. Lepper Judi R. Lepper's Wells Fargo Experience September 2009 - Present
Job Learning & Development Leader
Industry Human Resources
Experience
Wells Fargo September 2009 - Present
PNC Financial Services Group 2001 - September 2009
Prevent Blindness Ohio 1998 - 2001
Skills
Performance Consulting, Leadership Development, Management, Coaching, Leadership, Project Management, Consulting, Strategy, Performance Improvement, Mentoring, Team Leadership, People Development, Great Motivator, Experiential Learning, Great communications..., Performance Management
Education
Columbus State Community College 2005 — 2005
Certificate, Training and Development
The Ohio State University 1989 — 1991
Masters, Music
The Ohio State University 1985 — 1989
Bachelor, Education
Wells Fargo September 2009 - Present
PNC Financial Services Group 2001 - September 2009
Prevent Blindness Ohio 1998 - 2001
Skills
Performance Consulting, Leadership Development, Management, Coaching, Leadership, Project Management, Consulting, Strategy, Performance Improvement, Mentoring, Team Leadership, People Development, Great Motivator, Experiential Learning, Great communications..., Performance Management
Education
Columbus State Community College 2005 — 2005
Certificate, Training and Development
The Ohio State University 1989 — 1991
Masters, Music
The Ohio State University 1985 — 1989
Bachelor, Education
Laura Cheng Laura Cheng's Wells Fargo Experience April 2003 - August 2003
Job Staff Engineer at LinkedIn
Industry Computer Software
Experience
LinkedIn May 2015 - Present
Motorola Mobility October 2009 - May 2015
Yahoo September 2003 - June 2009
Wells Fargo April 2003 - August 2003
Openwave Systems February 2001 - January 2003
Openwave Systems October 2000 - February 2001
Columbia Presbyterian Medical Center July 1999 - October 2000
Columbia Presbyterian Medical Center January 1999 - July 1999
GTE August 1996 - January 1999
Skills
Financial Analysis, Software Development, Software Project..., Investment Management, Investment Banking, Research Analyst
Education
Columbia University in the City of New York 1999 — 2000
master of science, computer science
The University of British Columbia
Bachelor of Science (B.S.), Computer Science, first class honors
LinkedIn May 2015 - Present
Motorola Mobility October 2009 - May 2015
Yahoo September 2003 - June 2009
Wells Fargo April 2003 - August 2003
Openwave Systems February 2001 - January 2003
Openwave Systems October 2000 - February 2001
Columbia Presbyterian Medical Center July 1999 - October 2000
Columbia Presbyterian Medical Center January 1999 - July 1999
GTE August 1996 - January 1999
Skills
Financial Analysis, Software Development, Software Project..., Investment Management, Investment Banking, Research Analyst
Education
Columbia University in the City of New York 1999 — 2000
master of science, computer science
The University of British Columbia
Bachelor of Science (B.S.), Computer Science, first class honors
Ahmed S. Hollowell's Wells Fargo Experience May 2013 - December 2013
Job Honors student seeking Post Graduate Opportunities | Project Management | Management Consulting | Marketing
Industry Management Consulting
Experience
Oak Street Health September 2015 - Present
Hollowell & Company January 2015 - Present
Artisan Partners April 2015 - August 2015
GE Healthcare May 2014 - January 2015
Advicent Solutions December 2013 - May 2014
Advicent Solutions October 2013 - December 2013
Wells Fargo May 2013 - December 2013
Skills
Leadership, Agile Application..., Project Management, Project Finance, Java, Database Design, SQL, Salesforce.com, Business Development, Marketing Research, Marketing Strategy, Marketing Communications, Public Relations, Social Media Marketing, Spanish, Teaching, Entrepreneurship, Social Media, Photoshop, Cultural Diversity, Strategic Planning, User Experience, User Interface Design, WordPress, Management, Strategy, Lean Thinking, Microsoft Excel, PowerPoint, Public Speaking
Education
Columbia University in the City of New York
Marquette University
Bachelor's Degree, Marketing and Information Technology
Phillips Exeter Academy 2008 — 2012
High School
Oak Street Health September 2015 - Present
Hollowell & Company January 2015 - Present
Artisan Partners April 2015 - August 2015
GE Healthcare May 2014 - January 2015
Advicent Solutions December 2013 - May 2014
Advicent Solutions October 2013 - December 2013
Wells Fargo May 2013 - December 2013
Skills
Leadership, Agile Application..., Project Management, Project Finance, Java, Database Design, SQL, Salesforce.com, Business Development, Marketing Research, Marketing Strategy, Marketing Communications, Public Relations, Social Media Marketing, Spanish, Teaching, Entrepreneurship, Social Media, Photoshop, Cultural Diversity, Strategic Planning, User Experience, User Interface Design, WordPress, Management, Strategy, Lean Thinking, Microsoft Excel, PowerPoint, Public Speaking
Education
Columbia University in the City of New York
Marquette University
Bachelor's Degree, Marketing and Information Technology
Phillips Exeter Academy 2008 — 2012
High School
Rashad Biggers Rashad Biggers's Wells Fargo Experience December 2005 - July 2006
Job Experienced recruiter connecting top talent with great opportunities.
Industry Staffing and Recruiting
Experience
Emerson Network Power October 2010 - Present
Apex Systems February 2009 - October 2010
Cintas August 2007 - November 2008
Ace Mortgage Funding 2006 - 2007
Wells Fargo December 2005 - July 2006
Skills
Applicant Tracking..., Job Analysis, Job Descriptions, Candidate Screening, Candidate Generation, Conducting Interviews, Reference Checking, Contract Negotiation, New Business Development, Sales Process, Social Media, Social Networking, HR Consulting, HR Policies, SAP HR, SharePoint, Vizio, Excel, Staffing Industry, Vendor Management, Technical Recruiting, Recruitment/Retention, Contract Recruitment, Talent Acquisition, Customer Service, Microsoft Office, B2B Marketing, Facebook, LinkedIn, PowerPoint, GoToMeeting, Screening Resumes, Microsoft Excel, Recruiting, Sales, Networking, SPHR, Leadership, Temporary Placement, Industrial Sector, Onboarding, Cold Calling, Management, Employee Benefits, Screening, Hiring, College Recruiting, Account Management, Benefits Negotiation, Sourcing
Education
Florida Institute of Technology 2010 — 2012
M.S., Management/ Human Resources
Columbia University in the City of New York 2000 — 2004
B.A., Sociology
Emerson Network Power October 2010 - Present
Apex Systems February 2009 - October 2010
Cintas August 2007 - November 2008
Ace Mortgage Funding 2006 - 2007
Wells Fargo December 2005 - July 2006
Skills
Applicant Tracking..., Job Analysis, Job Descriptions, Candidate Screening, Candidate Generation, Conducting Interviews, Reference Checking, Contract Negotiation, New Business Development, Sales Process, Social Media, Social Networking, HR Consulting, HR Policies, SAP HR, SharePoint, Vizio, Excel, Staffing Industry, Vendor Management, Technical Recruiting, Recruitment/Retention, Contract Recruitment, Talent Acquisition, Customer Service, Microsoft Office, B2B Marketing, Facebook, LinkedIn, PowerPoint, GoToMeeting, Screening Resumes, Microsoft Excel, Recruiting, Sales, Networking, SPHR, Leadership, Temporary Placement, Industrial Sector, Onboarding, Cold Calling, Management, Employee Benefits, Screening, Hiring, College Recruiting, Account Management, Benefits Negotiation, Sourcing
Education
Florida Institute of Technology 2010 — 2012
M.S., Management/ Human Resources
Columbia University in the City of New York 2000 — 2004
B.A., Sociology
Sabina Ahuja's Wells Fargo Experience July 2008 - December 2009
Job Sales Strategy at Happy Family Brands
Industry Consumer Goods
Experience
Happy Family Brands June 2015 - Present
SpareHire June 2014 - August 2014
Monica + Andy March 2013 - August 2013
BluePath Finance September 2012 - April 2013
ThinkEquity January 2010 - September 2012
Wells Fargo July 2008 - December 2009
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Northwestern University 2004 — 2008
BA
Happy Family Brands June 2015 - Present
SpareHire June 2014 - August 2014
Monica + Andy March 2013 - August 2013
BluePath Finance September 2012 - April 2013
ThinkEquity January 2010 - September 2012
Wells Fargo July 2008 - December 2009
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Northwestern University 2004 — 2008
BA
Dr. Jennifer M. Cordero Dr. Jennifer M. Cordero's Wells Fargo Experience 2001 - 2006
Job Founder & CEO at MILA Research & Advisory, LLC
Industry Research
Experience
MILA Research & Advisory, LLC 2012 - Present
Wells Fargo 2001 - 2006
IDC 2000 - 2001
Citi 1998 - 2000
Inter-American Dialogue 1994 - 1996
The Andrew W. Mellon Foundation 1992 - 1994
Skills
Entrepreneurship, Strategy, Market Research, Data Analysis, Analytics, Marketing Strategy, Business Development, Management Consulting, Social Media, Business Strategy, Market Intelligence, Latino Markets, Strategic Partnerships, Competitive Analysis, Online Marketing
Education
University of California, Irvine
Doctor of Philosophy (Ph.D.), Management - Marketing
Columbia University - School of International and Public Affairs
Master of International Affairs, International Finance and Business
New York University
Bachelor of Arts, Latin American Studies & History
Hyper Island
Digital Acceleration
Friends Academy
High School
MILA Research & Advisory, LLC 2012 - Present
Wells Fargo 2001 - 2006
IDC 2000 - 2001
Citi 1998 - 2000
Inter-American Dialogue 1994 - 1996
The Andrew W. Mellon Foundation 1992 - 1994
Skills
Entrepreneurship, Strategy, Market Research, Data Analysis, Analytics, Marketing Strategy, Business Development, Management Consulting, Social Media, Business Strategy, Market Intelligence, Latino Markets, Strategic Partnerships, Competitive Analysis, Online Marketing
Education
University of California, Irvine
Doctor of Philosophy (Ph.D.), Management - Marketing
Columbia University - School of International and Public Affairs
Master of International Affairs, International Finance and Business
New York University
Bachelor of Arts, Latin American Studies & History
Hyper Island
Digital Acceleration
Friends Academy
High School
Eric Amaso's Wells Fargo Experience 2006 - 2011
Job Associate Banker (UHNW group) at Citi
Industry Financial Services
Experience
Citi June 2012 - Present
Citi 2012 - May 2013
Wells Fargo 2006 - 2011
JPMorgan Chase 2003 - 2006
Skills
Credit, Portfolio Management, Bloomberg, Financial Modeling, Financial Analysis, Fixed Income, Investments, Capital Markets, Valuation, Equities, Derivatives, Investment Banking, Finance, Series 7, Wealth Management, Series 63, Mortgage Lending, Hedge Funds, Asset Management, Financial Services, Securities, Investment Management, Alternative Investments, Mutual Funds, Banking, Relationship Management, Loans, Financial Advisory, Options, Loan Origination
Education
Columbia Business School 2011 — 2013
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Citi June 2012 - Present
Citi 2012 - May 2013
Wells Fargo 2006 - 2011
JPMorgan Chase 2003 - 2006
Skills
Credit, Portfolio Management, Bloomberg, Financial Modeling, Financial Analysis, Fixed Income, Investments, Capital Markets, Valuation, Equities, Derivatives, Investment Banking, Finance, Series 7, Wealth Management, Series 63, Mortgage Lending, Hedge Funds, Asset Management, Financial Services, Securities, Investment Management, Alternative Investments, Mutual Funds, Banking, Relationship Management, Loans, Financial Advisory, Options, Loan Origination
Education
Columbia Business School 2011 — 2013
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Chris Malstead Chris Malstead's Wells Fargo Experience May 2014 - Present
Job Wholesale Transformation Program Office at Wells Fargo
Industry Program Development
Experience
Wells Fargo May 2014 - Present
Wells Fargo May 2010 - May 2014
US Trust November 2009 - November 2010
J.P Morgan January 2008 - January 2010
Wells Fargo February 2006 - December 2007
Merrill Lynch May 2003 - January 2006
Christie's January 1999 - January 2001
Christie's January 1993 - January 1999
Skills
Competitive Analysis, Leadership, Strategy, Mergers & Acquisitions, Wealth Management, Investments, Business Strategy, Product Management, Marketing, Business Development, New Business Development, Risk Management, Integrated Marketing, Banking, Management, Marketing Strategy, Sales, Sales Management, Credit
Education
Columbia Business School 2001 — 2003
MBA, Finance
New York University, Graduate School of Arts & Sciences 1993 — 1995
MA, Art History
Columbia College 1989 — 1993
MA, Art History
Columbia University in the City of New York 1989 — 1993
Bachelor's degree, Art History, Criticism and Conservation
Wells Fargo May 2014 - Present
Wells Fargo May 2010 - May 2014
US Trust November 2009 - November 2010
J.P Morgan January 2008 - January 2010
Wells Fargo February 2006 - December 2007
Merrill Lynch May 2003 - January 2006
Christie's January 1999 - January 2001
Christie's January 1993 - January 1999
Skills
Competitive Analysis, Leadership, Strategy, Mergers & Acquisitions, Wealth Management, Investments, Business Strategy, Product Management, Marketing, Business Development, New Business Development, Risk Management, Integrated Marketing, Banking, Management, Marketing Strategy, Sales, Sales Management, Credit
Education
Columbia Business School 2001 — 2003
MBA, Finance
New York University, Graduate School of Arts & Sciences 1993 — 1995
MA, Art History
Columbia College 1989 — 1993
MA, Art History
Columbia University in the City of New York 1989 — 1993
Bachelor's degree, Art History, Criticism and Conservation
Steve McGuire Steve McGuire's Wells Fargo Experience January 2009 - June 2009
Job Director at Tishman Speyer
Industry Real Estate
Experience
Tishman Speyer March 2012 - Present
Tishman Speyer September 2011 - March 2012
Tishman Speyer June 2010 - August 2010
Wells Fargo January 2009 - June 2009
Wachovia January 2006 - January 2009
Wachovia June 2004 - December 2005
Morgan Stanley Wealth Management June 2003 - August 2003
Skills
Real Estate Investment, Debt Structuring, Real Estate Development, Asset Management, Debt Markets, Real Estate Finance, Real Estate, Capital Markets, Project Management, Management, Account Management, Financial Analysis, Commercial Real Estate..., Real Estate Financing, CMBS, Commercial Real Estate, Acquisitions, Real Estate Private..., Real Estate Transactions, Loan Origination, Corporate Finance, Negotiation, Asset Managment, Real Estate Economics, Due Diligence, Investment Properties
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance & Real Estate
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2004
BSBA, Business
Canisius High School 1996 — 2000
Tishman Speyer March 2012 - Present
Tishman Speyer September 2011 - March 2012
Tishman Speyer June 2010 - August 2010
Wells Fargo January 2009 - June 2009
Wachovia January 2006 - January 2009
Wachovia June 2004 - December 2005
Morgan Stanley Wealth Management June 2003 - August 2003
Skills
Real Estate Investment, Debt Structuring, Real Estate Development, Asset Management, Debt Markets, Real Estate Finance, Real Estate, Capital Markets, Project Management, Management, Account Management, Financial Analysis, Commercial Real Estate..., Real Estate Financing, CMBS, Commercial Real Estate, Acquisitions, Real Estate Private..., Real Estate Transactions, Loan Origination, Corporate Finance, Negotiation, Asset Managment, Real Estate Economics, Due Diligence, Investment Properties
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance & Real Estate
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2004
BSBA, Business
Canisius High School 1996 — 2000
Ermelinda Mannetta's Wells Fargo Experience April 1997 - July 2010
Job Marketing/Advertising Professional
Industry Marketing and Advertising
Experience
Kaiser Permanente August 2011 - October 2013
Wells Fargo April 1997 - July 2010
Wells Fargo 1992 - 1997
Skills
Management, Integrated Marketing, Marketing, Advertising, Brand Development, Leadership, Marketing Strategy, Vendor Management, Strategic Planning, Marketing Communications, Program Management, Direct Marketing, Customer Insight, Brand Management, Marketing Research, Project Management, Competitive Intelligence, Strategy, Digital Marketing, Segmentation, Creative Direction, Financial Services, Market Research, Competitive Analysis
Education
Columbia University in the City of New York
M.A., Film/Communications
Kaiser Permanente August 2011 - October 2013
Wells Fargo April 1997 - July 2010
Wells Fargo 1992 - 1997
Skills
Management, Integrated Marketing, Marketing, Advertising, Brand Development, Leadership, Marketing Strategy, Vendor Management, Strategic Planning, Marketing Communications, Program Management, Direct Marketing, Customer Insight, Brand Management, Marketing Research, Project Management, Competitive Intelligence, Strategy, Digital Marketing, Segmentation, Creative Direction, Financial Services, Market Research, Competitive Analysis
Education
Columbia University in the City of New York
M.A., Film/Communications
Jocelyn Morris Awender Jocelyn Morris Awender's Wells Fargo Experience July 2014 - Present
Job V.P., Enterprise Marketing Business Analytics Leader at Wells Fargo
Industry Marketing and Advertising
Experience
Wells Fargo July 2014 - Present
Wells Fargo March 2004 - July 2014
A.T. Kearney July 2002 - March 2004
Wells Fargo September 2001 - July 2002
Skills
Market Analysis, Segmentation, Analytics, Database Marketing, SAS, Market Research, Strategic Planning, Financial Analysis, Management Consulting, Risk Management, Marketing Strategy, Direct Marketing, Data Mining, Marketing Management, Vendor Management, Business Strategy, Retail Banking, Banking, Statistics, Analysis, Financial Services, Data Analysis, Predictive Analytics, Customer Analysis, Lead Generation, Product Development, Career Development, Strategy, Debit Cards, Finance, Management
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Marketing and Management
University of Pennsylvania 1991 — 1995
BA, Mathematics
Choate Rosemary Hall 1987 — 1991
High School Diploma, General Studies
Wells Fargo July 2014 - Present
Wells Fargo March 2004 - July 2014
A.T. Kearney July 2002 - March 2004
Wells Fargo September 2001 - July 2002
Skills
Market Analysis, Segmentation, Analytics, Database Marketing, SAS, Market Research, Strategic Planning, Financial Analysis, Management Consulting, Risk Management, Marketing Strategy, Direct Marketing, Data Mining, Marketing Management, Vendor Management, Business Strategy, Retail Banking, Banking, Statistics, Analysis, Financial Services, Data Analysis, Predictive Analytics, Customer Analysis, Lead Generation, Product Development, Career Development, Strategy, Debit Cards, Finance, Management
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Marketing and Management
University of Pennsylvania 1991 — 1995
BA, Mathematics
Choate Rosemary Hall 1987 — 1991
High School Diploma, General Studies
Nimesh Shah Nimesh Shah's Wells Fargo Experience February 2013 - May 2015
Job MSRED 2016 Candidate at Columbia Graduate School of Architecture, Planning, and Preservation
Industry Real Estate
Experience
Wells Fargo February 2013 - May 2015
Wells Fargo August 2012 - January 2013
Wells Fargo September 2010 - August 2012
NFL Network June 2010 - July 2010
Chevron May 2009 - August 2009
Weaver and Tidwell January 2009 - March 2009
EDS June 2007 - August 2007
Skills
Financial Modeling, Accounting, Financial Analysis, Valuation, Due Diligence, Credit Analysis, Microsoft Excel, Access, Project Management, Banking, Data Analysis, Corporate Finance, Business Analysis, PowerPoint, Asset Management, Portfolio Management, Microsoft Word, Argus Modeling, Real Estate, Commercial Real Estate, Real Estate Development, Real Estate Transactions
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2015 — 2016
Master’s Degree, Real Estate Development
The University of Texas at Austin - Red McCombs School of Business 2006 — 2010
Master’s Degree, Accounting
Indian Institute of Management, Ahmedabad 2009 — 2009
MBA International Exchange
University of California, Riverside 2005 — 2006
Bachelor’s Degree, Civil Engineering/Accounting
Wells Fargo February 2013 - May 2015
Wells Fargo August 2012 - January 2013
Wells Fargo September 2010 - August 2012
NFL Network June 2010 - July 2010
Chevron May 2009 - August 2009
Weaver and Tidwell January 2009 - March 2009
EDS June 2007 - August 2007
Skills
Financial Modeling, Accounting, Financial Analysis, Valuation, Due Diligence, Credit Analysis, Microsoft Excel, Access, Project Management, Banking, Data Analysis, Corporate Finance, Business Analysis, PowerPoint, Asset Management, Portfolio Management, Microsoft Word, Argus Modeling, Real Estate, Commercial Real Estate, Real Estate Development, Real Estate Transactions
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2015 — 2016
Master’s Degree, Real Estate Development
The University of Texas at Austin - Red McCombs School of Business 2006 — 2010
Master’s Degree, Accounting
Indian Institute of Management, Ahmedabad 2009 — 2009
MBA International Exchange
University of California, Riverside 2005 — 2006
Bachelor’s Degree, Civil Engineering/Accounting
Heather Craft Heather Craft's Wells Fargo Experience 2011 - July 2013
Job Senior Director, Human Resources Client Services Group at TIAACREF
Industry Banking
Experience
TIAA-CREF July 2013 - Present
Wells Fargo 2011 - July 2013
Wells Fargo 2009 - 2011
Wachovia 2007 - 2009
GE Commercial Finance 2005 - 2007
General Electric 2004 - 2005
General Electric 2002 - 2004
Stromberg Consulting 2000 - 2001
Lancome 1998 - 2000
Skills
Talent Management, Succession Planning, Performance Management, Organizational..., Leadership Development, Change Management, HRIS, Executive Coaching, Six Sigma, Employee Engagement, Employee Relations, Organizational..., Workforce Planning, Onboarding, Talent Acquisition, Leadership, Personnel Management, Human Resources, Management, New Hire Orientations, Strategy, Organizational Design, Interviews, Deferred Compensation, Employee Benefits, Recruiting, HR Consulting, Employee Training, Career Development, College Recruiting, Consulting, Process Improvement
Education
Teachers College of Columbia University 1998 — 1999
MA, Organizational Psychology
Columbia University in the City of New York 1995 — 1997
MS, Clinical Social Work
Sweet Briar College 1989 — 1993
BA, Psychology and Environmental Studies
TIAA-CREF July 2013 - Present
Wells Fargo 2011 - July 2013
Wells Fargo 2009 - 2011
Wachovia 2007 - 2009
GE Commercial Finance 2005 - 2007
General Electric 2004 - 2005
General Electric 2002 - 2004
Stromberg Consulting 2000 - 2001
Lancome 1998 - 2000
Skills
Talent Management, Succession Planning, Performance Management, Organizational..., Leadership Development, Change Management, HRIS, Executive Coaching, Six Sigma, Employee Engagement, Employee Relations, Organizational..., Workforce Planning, Onboarding, Talent Acquisition, Leadership, Personnel Management, Human Resources, Management, New Hire Orientations, Strategy, Organizational Design, Interviews, Deferred Compensation, Employee Benefits, Recruiting, HR Consulting, Employee Training, Career Development, College Recruiting, Consulting, Process Improvement
Education
Teachers College of Columbia University 1998 — 1999
MA, Organizational Psychology
Columbia University in the City of New York 1995 — 1997
MS, Clinical Social Work
Sweet Briar College 1989 — 1993
BA, Psychology and Environmental Studies
Sanjay Sunny Kapoor Sanjay Sunny Kapoor's Wells Fargo Experience January 2003 - June 2007
Job Founder and Managing Partner
Industry Management Consulting
Experience
ThinkPartners, LLC December 2008 - Present
Association for Strategic Planning (ASP) May 2013 - June 2015
MCYO @ Strathmore Hall (501c/non-profit) March 2008 - December 2011
Federal Home Loan Mortgage Corp June 2007 - December 2008
Wells Fargo January 2003 - June 2007
Biz Piranha, LLC 2000 - 2003
Primark/Disclosure, Inc 1998 - 2000
Skills
Strategy, Management Consulting, Start-ups, Business Strategy, Operations Management, Management, Strategic Planning, Leadership, Financial Services
Education
Columbia University - Columbia Business School
Harvard Law School
The Johns Hopkins University - Carey Business School
MS & MBA
ThinkPartners, LLC December 2008 - Present
Association for Strategic Planning (ASP) May 2013 - June 2015
MCYO @ Strathmore Hall (501c/non-profit) March 2008 - December 2011
Federal Home Loan Mortgage Corp June 2007 - December 2008
Wells Fargo January 2003 - June 2007
Biz Piranha, LLC 2000 - 2003
Primark/Disclosure, Inc 1998 - 2000
Skills
Strategy, Management Consulting, Start-ups, Business Strategy, Operations Management, Management, Strategic Planning, Leadership, Financial Services
Education
Columbia University - Columbia Business School
Harvard Law School
The Johns Hopkins University - Carey Business School
MS & MBA
Angela Eaton's Wells Fargo Experience September 2004 - August 2005
Job Executive Director at Sherwood Institute
Industry Renewables & Environment
Experience
Sherwood Institute May 2014 - Present
CH2M HILL November 2011 - July 2013
City and County of San Francisco May 2009 - July 2010
GreenVolts October 2008 - January 2009
Nimblefish Technologies 2008 - 2008
Direct Partners August 2005 - December 2005
Wells Fargo September 2004 - August 2005
Morrison Foerster May 2004 - February 2005
Yahoo! March 2004 - May 2004
Charles Schwab February 2002 - September 2002
Skills
Project Management, CMS, Competitive Analysis, Software Documentation, Editorial, Internationalization, Data Migration, Program Management, Sustainability, Research, Strategic Planning, Strategy, Integration, Data Analysis, Analysis, Start-ups
Education
Columbia University in the City of New York
BA, Comparative Literature
Whitefish Bay High School
Sherwood Institute May 2014 - Present
CH2M HILL November 2011 - July 2013
City and County of San Francisco May 2009 - July 2010
GreenVolts October 2008 - January 2009
Nimblefish Technologies 2008 - 2008
Direct Partners August 2005 - December 2005
Wells Fargo September 2004 - August 2005
Morrison Foerster May 2004 - February 2005
Yahoo! March 2004 - May 2004
Charles Schwab February 2002 - September 2002
Skills
Project Management, CMS, Competitive Analysis, Software Documentation, Editorial, Internationalization, Data Migration, Program Management, Sustainability, Research, Strategic Planning, Strategy, Integration, Data Analysis, Analysis, Start-ups
Education
Columbia University in the City of New York
BA, Comparative Literature
Whitefish Bay High School
Larry Roadcap's Wells Fargo Experience January 2004 - March 2005
Job Practice Leader at FI Consulting
Industry Financial Services
Experience
FI Consulting January 2015 - Present
SAS April 2013 - January 2015
SunGard January 2010 - April 2013
Haven May 2008 - November 2011
Self June 2009 - January 2010
National Australia Bank August 2008 - April 2009
Ernst & Young March 2007 - August 2008
KPMG Australia - Financial Risk Management November 2005 - March 2007
Monash University April 2005 - June 2006
Wells Fargo January 2004 - March 2005
Skills
Treasury Systems, Trading Systems, Financial Markets, Risk Management, Sales Management, Solution Selling, Advanced Negotiations, Public Speaking, People Management, Project Portfolio..., Revenue Recognition, Growing Revenue, Contract Negotiation, Partnership Development, Profit & Loss Management, Negotiation, Treasury Management, Project Planning, Management, Strategy, Management Consulting, Partnerships, Business Analysis, Banking, Credit Risk, Financial Risk, Financial Services, Project Management, Business Process..., Program Management, Capital Markets, Finance, Investment Banking, Equities, Basel II, Analysis, Trading, Asset Management, Treasury, Analytics, Options, Executive Management, Portfolio Management, Leadership, Securities, ALM, Integration, FX Options, Derivatives, Structured Products
Education
Columbia University - Columbia Business School 2002 — 2003
MBA, Finance
University of California, Berkeley, Haas School of Business 2002 — 2003
MBA, Technology Management
Georgetown University 1990 — 1994
B.A., Economics
Australian Institute of Company Directors 2009 — 2009
Company Directors Course, Corporate Governance
Thomas Jefferson High School for Science and Technology 1986 — 1990
FI Consulting January 2015 - Present
SAS April 2013 - January 2015
SunGard January 2010 - April 2013
Haven May 2008 - November 2011
Self June 2009 - January 2010
National Australia Bank August 2008 - April 2009
Ernst & Young March 2007 - August 2008
KPMG Australia - Financial Risk Management November 2005 - March 2007
Monash University April 2005 - June 2006
Wells Fargo January 2004 - March 2005
Skills
Treasury Systems, Trading Systems, Financial Markets, Risk Management, Sales Management, Solution Selling, Advanced Negotiations, Public Speaking, People Management, Project Portfolio..., Revenue Recognition, Growing Revenue, Contract Negotiation, Partnership Development, Profit & Loss Management, Negotiation, Treasury Management, Project Planning, Management, Strategy, Management Consulting, Partnerships, Business Analysis, Banking, Credit Risk, Financial Risk, Financial Services, Project Management, Business Process..., Program Management, Capital Markets, Finance, Investment Banking, Equities, Basel II, Analysis, Trading, Asset Management, Treasury, Analytics, Options, Executive Management, Portfolio Management, Leadership, Securities, ALM, Integration, FX Options, Derivatives, Structured Products
Education
Columbia University - Columbia Business School 2002 — 2003
MBA, Finance
University of California, Berkeley, Haas School of Business 2002 — 2003
MBA, Technology Management
Georgetown University 1990 — 1994
B.A., Economics
Australian Institute of Company Directors 2009 — 2009
Company Directors Course, Corporate Governance
Thomas Jefferson High School for Science and Technology 1986 — 1990
Doris Ung's Wells Fargo Experience January 2010 - Present
Job VP Product Management at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2010 - Present
Wells Capital Management 2007 - 2010
Finaplex, Inc. January 2006 - 2007
Charles Schwab & Co., Inc. January 2000 - January 2006
Stephens, McCarthy April 1997 - July 2000
Random House/Vintage Books January 1991 - September 1996
Skills
Portfolio Management, Enterprise Architecture, Mutual Funds, Financial Services, Agile Methodologies, Business Analysis, Product Development, Product Management, Investment Management, SDLC, Series 7, Risk Management, Analytics, Securities, Management, Strategy, Program Management, Leadership
Education
Cornell University - Johnson Graduate School of Management 2014 — 2015
Master of Business Administration (M.B.A.)
Columbia University - School of International and Public Affairs
MA
Teachers College of Columbia University
MA
University of California, Berkeley
Wells Fargo January 2010 - Present
Wells Capital Management 2007 - 2010
Finaplex, Inc. January 2006 - 2007
Charles Schwab & Co., Inc. January 2000 - January 2006
Stephens, McCarthy April 1997 - July 2000
Random House/Vintage Books January 1991 - September 1996
Skills
Portfolio Management, Enterprise Architecture, Mutual Funds, Financial Services, Agile Methodologies, Business Analysis, Product Development, Product Management, Investment Management, SDLC, Series 7, Risk Management, Analytics, Securities, Management, Strategy, Program Management, Leadership
Education
Cornell University - Johnson Graduate School of Management 2014 — 2015
Master of Business Administration (M.B.A.)
Columbia University - School of International and Public Affairs
MA
Teachers College of Columbia University
MA
University of California, Berkeley
Lindsey Linzer's Wells Fargo Experience September 2004 - December 2005
Job Grants Administration Officer at John S. and James L. Knight Foundation
Industry Nonprofit Organization Management
Experience
John S. and James L. Knight Foundation July 2013 - Present
Community Foundation of Broward October 2012 - July 2013
Gateway Center for Giving July 2010 - August 2012
Sustainable St. Louis May 2009 - August 2009
CTI TEKSource LLC January 2006 - May 2008
Wells Fargo September 2004 - December 2005
Skills
Project Management, Nonprofit Leadership, Website Management, Blog Management, Research, Strategic Communications, Communications Strategy, Program Development, Social Networking, Non-profits, Community Outreach, Public Speaking, Event Planning, Social Media, Business Process, Nonprofits, Grants, Volunteer Management, Marketing Communications, Webmaster Services, Organizational..., Public Relations, Philanthropy, Blogging Software, Grant Writing
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Social Enterprise/ Sustainability/ Corporate Social Responsibility
Emory University - Goizueta Business School 2000 — 2004
Bachelor, Business Administration- Management and Business Communications
John S. and James L. Knight Foundation July 2013 - Present
Community Foundation of Broward October 2012 - July 2013
Gateway Center for Giving July 2010 - August 2012
Sustainable St. Louis May 2009 - August 2009
CTI TEKSource LLC January 2006 - May 2008
Wells Fargo September 2004 - December 2005
Skills
Project Management, Nonprofit Leadership, Website Management, Blog Management, Research, Strategic Communications, Communications Strategy, Program Development, Social Networking, Non-profits, Community Outreach, Public Speaking, Event Planning, Social Media, Business Process, Nonprofits, Grants, Volunteer Management, Marketing Communications, Webmaster Services, Organizational..., Public Relations, Philanthropy, Blogging Software, Grant Writing
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Social Enterprise/ Sustainability/ Corporate Social Responsibility
Emory University - Goizueta Business School 2000 — 2004
Bachelor, Business Administration- Management and Business Communications
Arnavaz Patel's Wells Fargo Experience August 2012 - Present
Job
Industry Banking
Experience
Wells Fargo August 2012 - Present
Wachovia May 2008 - May 2010
Wachovia/Corporate and Investment Banking November 2005 - May 2008
Alliance Capital Management 1993 - 2005
Education
Columbia University in the City of New York 2002 — 2004
Rutgers, The State University of New Jersey-Newark 1990 — 1993
Bachelors
Wells Fargo August 2012 - Present
Wachovia May 2008 - May 2010
Wachovia/Corporate and Investment Banking November 2005 - May 2008
Alliance Capital Management 1993 - 2005
Education
Columbia University in the City of New York 2002 — 2004
Rutgers, The State University of New Jersey-Newark 1990 — 1993
Bachelors
Hassan El-Amin's Wells Fargo Experience April 2014 - Present
Job Senior Project Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2014 - Present
Bank of America September 2013 - April 2014
Wells Fargo June 2013 - August 2013
Bank of America September 2012 - June 2013
Wells Fargo March 2012 - August 2012
Bank of America August 2011 - March 2012
University of Phoenix August 2004 - September 2011
Wachovia Corporatoin April 2010 - August 2011
Wachovia Corporation July 2009 - September 2009
Wachovia Corporation March 2008 - December 2008
Skills
Change Management, Project Management, Communications..., Risk Management, Business Process..., Facilitation, Negotiation, Cross-functional Team..., Leadership
Education
Columbia University - Graduate School of Journalism
Master's degree, Journalism
Wells Fargo April 2014 - Present
Bank of America September 2013 - April 2014
Wells Fargo June 2013 - August 2013
Bank of America September 2012 - June 2013
Wells Fargo March 2012 - August 2012
Bank of America August 2011 - March 2012
University of Phoenix August 2004 - September 2011
Wachovia Corporatoin April 2010 - August 2011
Wachovia Corporation July 2009 - September 2009
Wachovia Corporation March 2008 - December 2008
Skills
Change Management, Project Management, Communications..., Risk Management, Business Process..., Facilitation, Negotiation, Cross-functional Team..., Leadership
Education
Columbia University - Graduate School of Journalism
Master's degree, Journalism
David Nuban's Wells Fargo Experience June 2014 - Present
Job Marketing Manager at Wells Fargo
Industry Marketing and Advertising
Experience
Wells Fargo June 2014 - Present
Marketing Consultant: Strategy & Execution in Marketing & Advertising December 2010 - June 2014
DK Real Property Marketing 2008 - 2010
CSAA Insurance Group (AAA) 2007 - 2008
Wunderman/Y&R Brands 2005 - 2007
Dell (contractor) 2005 - 2005
MRM // McCann 2004 - 2005
Digitas 1998 - 2003
Wunderman Cato Johnson 1992 - 1997
Skills
A/B testing, Direct Marketing, Brand Management, Team Building, Business Development, Management, Entrepreneurship, Financial Services, Digital Marketing, B2B, Social Media Marketing, Social Media, E-commerce, Integrated Marketing, Mobile Marketing, CRM, Interactive Marketing, Marketing, Organizational..., Strategy, Advertising, International Business, User Experience, Project Management, Team Management, Team Leadership, Digital Communication..., Digital Strategy, Analytics, Marketing Management, Business Strategy, Mobile Devices, Online Marketing, SEM, Leadership, Digital Media, Web Analytics, Account Management, Content Strategy, Interactive Advertising, Email Marketing, Brand Development, Strategic Planning, Product Marketing
Education
Columbia University - Columbia Business School
MBA
University of California, Berkeley
B.S
Wells Fargo June 2014 - Present
Marketing Consultant: Strategy & Execution in Marketing & Advertising December 2010 - June 2014
DK Real Property Marketing 2008 - 2010
CSAA Insurance Group (AAA) 2007 - 2008
Wunderman/Y&R Brands 2005 - 2007
Dell (contractor) 2005 - 2005
MRM // McCann 2004 - 2005
Digitas 1998 - 2003
Wunderman Cato Johnson 1992 - 1997
Skills
A/B testing, Direct Marketing, Brand Management, Team Building, Business Development, Management, Entrepreneurship, Financial Services, Digital Marketing, B2B, Social Media Marketing, Social Media, E-commerce, Integrated Marketing, Mobile Marketing, CRM, Interactive Marketing, Marketing, Organizational..., Strategy, Advertising, International Business, User Experience, Project Management, Team Management, Team Leadership, Digital Communication..., Digital Strategy, Analytics, Marketing Management, Business Strategy, Mobile Devices, Online Marketing, SEM, Leadership, Digital Media, Web Analytics, Account Management, Content Strategy, Interactive Advertising, Email Marketing, Brand Development, Strategic Planning, Product Marketing
Education
Columbia University - Columbia Business School
MBA
University of California, Berkeley
B.S
Alex Basile's Wells Fargo Experience March 2015 - Present
Job Technology Specialist / Team Lead at Interactive Data Corp
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Interactive Data Corp September 2006 - March 2015
Independence Community Bank; Sovereign Bank 2002 - 2006
Independence Community Bank; Sovereign Bank 2002 - 2006
Bertelsmann 1999 - 2002
Lockheed Martin May 1997 - July 1998
MediaRight Technology, Inc 1996 - 1996
Skills
J2EE, Hibernate, Architecture, Java, Eclipse, SQL, IT Strategy, JUnit, Struts, JavaScript, HTML, JSP, Java Enterprise Edition, SDLC, Tiles, JBoss Application Server, Weblogic, WebSphere Application..., DROOLS, Software Engineering, Software Development, Unix, Spring, Enterprise Architecture, Agile Methodologies, E-commerce, XML, Web Services, Oracle, Databases, Perl, Software Project..., Requirements Analysis, Scrum, SOA, Agile Project Management, AJAX, Business Analysis, Integration, CSS, JMS, EJB, Spring Framework
Education
Columbia University in the City of New York 1997 — 1999
MS, Computer Science
Rochester Institute of Technology 1991 — 1996
BS, Computer Science
Wells Fargo March 2015 - Present
Interactive Data Corp September 2006 - March 2015
Independence Community Bank; Sovereign Bank 2002 - 2006
Independence Community Bank; Sovereign Bank 2002 - 2006
Bertelsmann 1999 - 2002
Lockheed Martin May 1997 - July 1998
MediaRight Technology, Inc 1996 - 1996
Skills
J2EE, Hibernate, Architecture, Java, Eclipse, SQL, IT Strategy, JUnit, Struts, JavaScript, HTML, JSP, Java Enterprise Edition, SDLC, Tiles, JBoss Application Server, Weblogic, WebSphere Application..., DROOLS, Software Engineering, Software Development, Unix, Spring, Enterprise Architecture, Agile Methodologies, E-commerce, XML, Web Services, Oracle, Databases, Perl, Software Project..., Requirements Analysis, Scrum, SOA, Agile Project Management, AJAX, Business Analysis, Integration, CSS, JMS, EJB, Spring Framework
Education
Columbia University in the City of New York 1997 — 1999
MS, Computer Science
Rochester Institute of Technology 1991 — 1996
BS, Computer Science
Anna Grimm's Wells Fargo Experience April 2013 - Present
Job Analytics Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2013 - Present
PIMCO August 2009 - January 2013
Federal Reserve Board August 2005 - July 2007
Skills
Analytics, Fixed Income, SQL, Financial Modeling, Microsoft Excel, Bloomberg, Valuation, Finance
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance, Economics
Princeton University 2001 — 2005
AB, Economics, Finance
Wells Fargo April 2013 - Present
PIMCO August 2009 - January 2013
Federal Reserve Board August 2005 - July 2007
Skills
Analytics, Fixed Income, SQL, Financial Modeling, Microsoft Excel, Bloomberg, Valuation, Finance
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance, Economics
Princeton University 2001 — 2005
AB, Economics, Finance
Nancy Diao's Wells Fargo Experience August 1987 - June 2012
Job Interim Executive Director at Breakthrough Collaborative
Industry Financial Services
Experience
Breakthrough Collaborative February 2014 - August 2014
Breakthrough Collaborative June 2013 - February 2014
Wells Fargo August 1987 - June 2012
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance
Princeton University 1971 — 1975
BA, Comparative Literature/East Asian Studies
Breakthrough Collaborative February 2014 - August 2014
Breakthrough Collaborative June 2013 - February 2014
Wells Fargo August 1987 - June 2012
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance
Princeton University 1971 — 1975
BA, Comparative Literature/East Asian Studies
Kevin Goldstein's Wells Fargo Experience 1996 - 1998
Job General Manager at PayPal Credit NA
Industry Banking
Experience
PayPal Credit NA June 2014 - Present
Capital One Financial May 2002 - June 2014
Citigroup 1998 - 2001
Wells Fargo 1996 - 1998
First Chicago 1994 - 1996
GE Capital 1991 - 1994
Chase Manhattan Corporation 1989 - 1991
Citibank 1986 - 1989
Skills
Strategy, Risk Management, Cross-functional Team..., Portfolio Management, Credit, Product Management, Business Development, Credit Cards, Leadership, Financial Risk, Retail Banking, Change Management, Integrated Marketing, Strategic Planning, Product Development
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Marketing and Finance
University of Nebraska-Lincoln 1981 — 1985
Bachelor of Science (BS), Finance and Marketing
PayPal Credit NA June 2014 - Present
Capital One Financial May 2002 - June 2014
Citigroup 1998 - 2001
Wells Fargo 1996 - 1998
First Chicago 1994 - 1996
GE Capital 1991 - 1994
Chase Manhattan Corporation 1989 - 1991
Citibank 1986 - 1989
Skills
Strategy, Risk Management, Cross-functional Team..., Portfolio Management, Credit, Product Management, Business Development, Credit Cards, Leadership, Financial Risk, Retail Banking, Change Management, Integrated Marketing, Strategic Planning, Product Development
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Marketing and Finance
University of Nebraska-Lincoln 1981 — 1985
Bachelor of Science (BS), Finance and Marketing
Samuel Wordie's Wells Fargo Experience 2012 - 2014
Job
Industry Investment Banking
Experience
SunTrust Robinson Humphrey 2014 - Present
Wells Fargo 2012 - 2014
GroupArgent 2011 - 2012
Jones Day 2009 - 2010
BMO Capital Markets 2008 - 2008
Kaye Scholer LLP September 2005 - August 2007
Skills
Capital Markets, Financial Advisory, Mergers, Restructuring, Secured Lending, Due Diligence, Corporate Finance, Acquisition Analysis, Business Valuation, Acquisitions, Investments, Mergers & Acquisitions, Investment Banking, Secured Financing, Financial Modeling
Education
Columbia University - Columbia Business School
MBA, Finance
New York University School of Law
JD, Law
Stanford University
Bachelor of Arts, Economics
Stuyvesant High School
SunTrust Robinson Humphrey 2014 - Present
Wells Fargo 2012 - 2014
GroupArgent 2011 - 2012
Jones Day 2009 - 2010
BMO Capital Markets 2008 - 2008
Kaye Scholer LLP September 2005 - August 2007
Skills
Capital Markets, Financial Advisory, Mergers, Restructuring, Secured Lending, Due Diligence, Corporate Finance, Acquisition Analysis, Business Valuation, Acquisitions, Investments, Mergers & Acquisitions, Investment Banking, Secured Financing, Financial Modeling
Education
Columbia University - Columbia Business School
MBA, Finance
New York University School of Law
JD, Law
Stanford University
Bachelor of Arts, Economics
Stuyvesant High School
Robert MacDonnell's Wells Fargo Experience 2009 - 2014
Job Financial Services Executive
Industry Financial Services
Experience
Cambridge Associates 2014 - Present
Wells Fargo 2009 - 2014
Wealth Management & Private Banking 2008 - 2009
U.S. Trust 1998 - 2007
Bank of New York 1994 - 1998
Skills
Asset Allocation, Mergers & Acquisitions, Wealth Management, Financial Services, Strategy, Consulting, Estate Planning, Financial Reporting, Asset Management, Asset Managment, Investments, Alternative Investments, Management, Securities, Hedge Funds
Education
Columbia University - Columbia Business School
MBA
Fordham University School of Law
JD
University of Delaware
BS
Cambridge Associates 2014 - Present
Wells Fargo 2009 - 2014
Wealth Management & Private Banking 2008 - 2009
U.S. Trust 1998 - 2007
Bank of New York 1994 - 1998
Skills
Asset Allocation, Mergers & Acquisitions, Wealth Management, Financial Services, Strategy, Consulting, Estate Planning, Financial Reporting, Asset Management, Asset Managment, Investments, Alternative Investments, Management, Securities, Hedge Funds
Education
Columbia University - Columbia Business School
MBA
Fordham University School of Law
JD
University of Delaware
BS
Jason R. Auguste's Wells Fargo Experience June 2015 - Present
Job Credit Manager Wells Fargo Technology Banking
Industry Financial Services
Experience
Wells Fargo June 2015 - Present
Wells Fargo August 2014 - June 2015
Loop Capital Markets January 2013 - August 2014
Bloomberg October 2011 - January 2013
Moody's Analytics September 2006 - October 2011
Moody's Corporation August 2005 - September 2011
Moody's Investors Service (Prior to Moody's Analytics name change) August 2005 - September 2006
Skills
Bloomberg, Debt, Business Development, Financial Risk, Fixed Income, Research, Credit Risk, Contract Negotiation, Balance Sheet Review, Investment Management, Sales Presentations, Capital Markets Analysis, Series 63, Series 79, Analysis, Banking, Bloomberg Terminal, Capital Markets, Credit, Credit Analysis, Equities, FINRA, Financial Analysis, Financial Modeling, Financial Services, Investments, Portfolio Management, Risk Management, Sales
Education
Columbia University in the City of New York 2001 — 2005
Bachelor of Arts (B.A.), Economics
Jesuit High School
Wells Fargo June 2015 - Present
Wells Fargo August 2014 - June 2015
Loop Capital Markets January 2013 - August 2014
Bloomberg October 2011 - January 2013
Moody's Analytics September 2006 - October 2011
Moody's Corporation August 2005 - September 2011
Moody's Investors Service (Prior to Moody's Analytics name change) August 2005 - September 2006
Skills
Bloomberg, Debt, Business Development, Financial Risk, Fixed Income, Research, Credit Risk, Contract Negotiation, Balance Sheet Review, Investment Management, Sales Presentations, Capital Markets Analysis, Series 63, Series 79, Analysis, Banking, Bloomberg Terminal, Capital Markets, Credit, Credit Analysis, Equities, FINRA, Financial Analysis, Financial Modeling, Financial Services, Investments, Portfolio Management, Risk Management, Sales
Education
Columbia University in the City of New York 2001 — 2005
Bachelor of Arts (B.A.), Economics
Jesuit High School
Scott Essex's Wells Fargo Experience July 2008 - December 2010
Job Executive Vice President, Deputy Chief Compliance Officer at Citizens Financial Group
Industry Banking
Experience
Citizens Financial Group, Inc. May 2015 - Present
Citizens Financial Group, Inc. March 2014 - May 2015
Toronto-Dominion Bank Group 2011 - February 2014
Wells Fargo July 2008 - December 2010
Bank of America November 2002 - July 2008
Booz Allen Hamilton February 1996 - October 2002
Berger International Engineering December 1991 - February 1996
Skills
Financial Risk, Risk Management, Business Process..., Business Process..., Portfolio Management, Banking, Business Development, Governance, Business Transformation, Executive Management, Enterprise Risk..., Financial Services, Credit, Operational Risk..., Management, Leadership, Process Improvement
Education
Rutgers University-New Brunswick 1997 — 1999
Master of Business Administration, Finance
Rutgers University-New Brunswick 1992 — 1994
Master of Science, Engineering Management
University of Pennsylvania 1988 — 1991
Master of Architecture, Design / Real Estate
Columbia University in the City of New York 1984 — 1988
Bachelor of Arts, Architecture, Mathematics
Citizens Financial Group, Inc. May 2015 - Present
Citizens Financial Group, Inc. March 2014 - May 2015
Toronto-Dominion Bank Group 2011 - February 2014
Wells Fargo July 2008 - December 2010
Bank of America November 2002 - July 2008
Booz Allen Hamilton February 1996 - October 2002
Berger International Engineering December 1991 - February 1996
Skills
Financial Risk, Risk Management, Business Process..., Business Process..., Portfolio Management, Banking, Business Development, Governance, Business Transformation, Executive Management, Enterprise Risk..., Financial Services, Credit, Operational Risk..., Management, Leadership, Process Improvement
Education
Rutgers University-New Brunswick 1997 — 1999
Master of Business Administration, Finance
Rutgers University-New Brunswick 1992 — 1994
Master of Science, Engineering Management
University of Pennsylvania 1988 — 1991
Master of Architecture, Design / Real Estate
Columbia University in the City of New York 1984 — 1988
Bachelor of Arts, Architecture, Mathematics
Lisa Marie Koch CSQE's Wells Fargo Experience April 2014 - Present
Job Systems QAData & Analytics/ Enterprise Risk Aggregation at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo April 2014 - Present
Wells Fargo October 2012 - April 2014
Premier, Inc. September 2008 - September 2012
Strayer University 2008 - 2012
Compuware October 2003 - September 2008
Wachovia Bank 2006 - 2008
Rack Room Shoes April 1997 - June 2003
Chemical Abstracts Service June 1980 - April 1997
Skills
testing, Testing, Quality Center, SDLC, Test Planning, Software Quality..., User Acceptance Testing, Test Automation, Regression Testing, Oracle, WinRunner, System Testing, Test Cases, Agile Methodologies, Software Documentation, Quality Assurance, Databases, SQL, QTP, Unix, Process Improvement, Visio, Business Analysis, Requirements Gathering, Requirements Analysis, Software Project..., Data Warehousing, HP Quality Center, Program Management, Scrum, Waterfall
Education
American Society for Quality
CSQE, Software Quality Engineering
Columbus State
Applied Science, Information Technology
Strayer College
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.8
The Ohio State University
Computer Science
Wells Fargo April 2014 - Present
Wells Fargo October 2012 - April 2014
Premier, Inc. September 2008 - September 2012
Strayer University 2008 - 2012
Compuware October 2003 - September 2008
Wachovia Bank 2006 - 2008
Rack Room Shoes April 1997 - June 2003
Chemical Abstracts Service June 1980 - April 1997
Skills
testing, Testing, Quality Center, SDLC, Test Planning, Software Quality..., User Acceptance Testing, Test Automation, Regression Testing, Oracle, WinRunner, System Testing, Test Cases, Agile Methodologies, Software Documentation, Quality Assurance, Databases, SQL, QTP, Unix, Process Improvement, Visio, Business Analysis, Requirements Gathering, Requirements Analysis, Software Project..., Data Warehousing, HP Quality Center, Program Management, Scrum, Waterfall
Education
American Society for Quality
CSQE, Software Quality Engineering
Columbus State
Applied Science, Information Technology
Strayer College
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.8
The Ohio State University
Computer Science
Christopher Austin's Wells Fargo Experience June 2011 - Present
Job Financial Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2011 - Present
Citi June 2010 - August 2010
Education
Columbia University in the City of New York 2007 — 2011
Bachelor of Arts (B.A.), Political Science
Wells Fargo June 2011 - Present
Citi June 2010 - August 2010
Education
Columbia University in the City of New York 2007 — 2011
Bachelor of Arts (B.A.), Political Science
Jose Rivera Alers's Wells Fargo Experience March 2015 - Present
Job Community Development Manager at Wells Fargo/Community Relations NY/CT
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Wells Fargo January 2011 - March 2015
Wachovia Bank May 2007 - January 2011
Montefiore Medical Center April 2005 - May 2007
Fleet Bank 2003 - 2004
JPMorgan Chase January 2000 - November 2001
Skills
Spanish, Board Development, Non-profits, Organizational..., Team Building, Leadership, Leadership Development, Succession Planning, Change Management, Fundraising, Coaching, Human Resources, Business Strategy, Public Speaking, Credit, Executive Coaching, Community Outreach, Banking
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, General Management
Columbia University in the City of New York 1983 — 1988
Bachelor of Arts, Economics
Wells Fargo March 2015 - Present
Wells Fargo January 2011 - March 2015
Wachovia Bank May 2007 - January 2011
Montefiore Medical Center April 2005 - May 2007
Fleet Bank 2003 - 2004
JPMorgan Chase January 2000 - November 2001
Skills
Spanish, Board Development, Non-profits, Organizational..., Team Building, Leadership, Leadership Development, Succession Planning, Change Management, Fundraising, Coaching, Human Resources, Business Strategy, Public Speaking, Credit, Executive Coaching, Community Outreach, Banking
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, General Management
Columbia University in the City of New York 1983 — 1988
Bachelor of Arts, Economics
Daniella Lee's Wells Fargo Experience March 2012 - February 2013
Job Data Architect at Maintenance Net
Industry Computer Software
Experience
Maintenance Net May 2015 - Present
Bank of the West October 2014 - Present
Meetup 2010 - Present
Apple April 2014 - October 2014
Hewlett-Packard July 2013 - December 2013
Wells Fargo March 2012 - February 2013
Qualcomm September 2008 - July 2012
BearingPoint November 2006 - September 2008
Red envelope February 2006 - March 2006
PMI Group August 2005 - February 2006
Skills
Business Analysis, SDLC, Business Intelligence, Microsoft SQL Server, Requirements Analysis, Agile Methodologies, Visio, Databases, Scrum, Data Warehousing, CRM, SharePoint, Project Management, Integration, Software Project..., Enterprise Architecture, IT Strategy, Requirements Gathering, Oracle
Education
Columbia University in the City of New York
Data Architecture
Maintenance Net May 2015 - Present
Bank of the West October 2014 - Present
Meetup 2010 - Present
Apple April 2014 - October 2014
Hewlett-Packard July 2013 - December 2013
Wells Fargo March 2012 - February 2013
Qualcomm September 2008 - July 2012
BearingPoint November 2006 - September 2008
Red envelope February 2006 - March 2006
PMI Group August 2005 - February 2006
Skills
Business Analysis, SDLC, Business Intelligence, Microsoft SQL Server, Requirements Analysis, Agile Methodologies, Visio, Databases, Scrum, Data Warehousing, CRM, SharePoint, Project Management, Integration, Software Project..., Enterprise Architecture, IT Strategy, Requirements Gathering, Oracle
Education
Columbia University in the City of New York
Data Architecture
Letitia Lai's Wells Fargo Experience June 1987 - September 1997
Job Banking Professional
Industry Banking
Experience
Bank of America September 1997 - November 2007
Wells Fargo June 1987 - September 1997
Skills
Portfolio Management, Credit, Loans, Credit Analysis, Loan Origination
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Bank of America September 1997 - November 2007
Wells Fargo June 1987 - September 1997
Skills
Portfolio Management, Credit, Loans, Credit Analysis, Loan Origination
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Jonathan North's Wells Fargo Experience December 2013 - Present
Job at
Industry Financial Services
Experience
Wells Fargo December 2013 - Present
City of Saint Paul September 2011 - December 2013
Ehlers June 2007 - August 2011
Moody's Investors Service 1999 - 2007
Skills
Public Finance, Credit Analysis, Bonds, Municipal Bonds, Public Administration, Public Speaking, Ratings, Municipalities
Education
Columbia University - School of International and Public Affairs
MPA
University of Minnesota Duluth
BA
Wells Fargo December 2013 - Present
City of Saint Paul September 2011 - December 2013
Ehlers June 2007 - August 2011
Moody's Investors Service 1999 - 2007
Skills
Public Finance, Credit Analysis, Bonds, Municipal Bonds, Public Administration, Public Speaking, Ratings, Municipalities
Education
Columbia University - School of International and Public Affairs
MPA
University of Minnesota Duluth
BA
Stan Fong's Wells Fargo Experience 2000 - 2005
Job Acquisitions at McMorgan & Company
Industry Real Estate
Experience
McMorgan & Company May 2007 - October 2011
HCC Capital 2005 - 2006
Wells Fargo 2000 - 2005
The Weitzman Group, Inc. 1997 - 1999
Skills
Real Estate, Portfolio Management, Banking, Due Diligence, Commercial Real Estate, Mergers, Asset Management, Financial Modeling, Leases, Real Estate Development
Education
Columbia University in the City of New York
Master of Science (MS), Real Estate
University of San Francisco
Bachelor of Science (BS), Business Administration and Management, General
McMorgan & Company May 2007 - October 2011
HCC Capital 2005 - 2006
Wells Fargo 2000 - 2005
The Weitzman Group, Inc. 1997 - 1999
Skills
Real Estate, Portfolio Management, Banking, Due Diligence, Commercial Real Estate, Mergers, Asset Management, Financial Modeling, Leases, Real Estate Development
Education
Columbia University in the City of New York
Master of Science (MS), Real Estate
University of San Francisco
Bachelor of Science (BS), Business Administration and Management, General
David McAllister's Wells Fargo Experience April 2014 - Present
Job Senior Business Analyst Compliance
Industry Information Technology and Services
Experience
Wells Fargo April 2014 - Present
Ally Financial Inc. September 2011 - March 2014
Wells Fargo March 2010 - September 2011
Bank of America May 2009 - October 2009
Wachovia August 2005 - December 2008
Wachovia 2005 - 2008
Bank of America November 2004 - February 2005
Societe Generale April 2001 - November 2001
JP Morgan October 1991 - December 1999
Skills
Risk Management, Fixed Income, Financial Risk, Banking, Derivatives
Education
Columbia University - Columbia Business School 1976 — 1979
MBA, International Finance
Columbia University - School of International and Public Affairs 1976 — 1979
MIA, International Affairs
Yale University 1969 — 1973
Bachelor of Arts (B.A.), Russian, Central European, East European and Eurasian Studies
Wells Fargo April 2014 - Present
Ally Financial Inc. September 2011 - March 2014
Wells Fargo March 2010 - September 2011
Bank of America May 2009 - October 2009
Wachovia August 2005 - December 2008
Wachovia 2005 - 2008
Bank of America November 2004 - February 2005
Societe Generale April 2001 - November 2001
JP Morgan October 1991 - December 1999
Skills
Risk Management, Fixed Income, Financial Risk, Banking, Derivatives
Education
Columbia University - Columbia Business School 1976 — 1979
MBA, International Finance
Columbia University - School of International and Public Affairs 1976 — 1979
MIA, International Affairs
Yale University 1969 — 1973
Bachelor of Arts (B.A.), Russian, Central European, East European and Eurasian Studies
Saurav Banerjee CAIA, FRM, MFE's Wells Fargo Experience 2006 - 2007
Job CIOGlobal Portfolio Management Strategy
Industry Financial Services
Experience
Prudential Financial June 2015 - Present
AIG September 2011 - June 2015
Mizuho Corporate Bank February 2009 - August 2011
Meridian Capital Partners 2007 - 2009
Wells Fargo 2006 - 2007
Bear Stearns 2003 - 2006
JPMorgan Chase 1998 - 2003
Skills
Treasury Management, Fixed Income, Hedge Funds, Interest Rate..., Portfolio Management, Equities, FX Options, Trading, Credit Risk, Investment Banking, Financial Risk, Risk Management, Valuation, Financial Structuring
Education
Columbia University - Columbia Business School 1999 — 2000
Finance, Financial Engineering
Rutgers University-New Brunswick 1995 — 1998
BSc, Electrical and Computer Engineering
North Sydney Boys High
Prudential Financial June 2015 - Present
AIG September 2011 - June 2015
Mizuho Corporate Bank February 2009 - August 2011
Meridian Capital Partners 2007 - 2009
Wells Fargo 2006 - 2007
Bear Stearns 2003 - 2006
JPMorgan Chase 1998 - 2003
Skills
Treasury Management, Fixed Income, Hedge Funds, Interest Rate..., Portfolio Management, Equities, FX Options, Trading, Credit Risk, Investment Banking, Financial Risk, Risk Management, Valuation, Financial Structuring
Education
Columbia University - Columbia Business School 1999 — 2000
Finance, Financial Engineering
Rutgers University-New Brunswick 1995 — 1998
BSc, Electrical and Computer Engineering
North Sydney Boys High
Dan Vogel's Wells Fargo Experience July 2013 - Present
Job Managing Counsel at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2013 - Present
Barclays June 2006 - July 2013
Cadwalader Wickersham and Taft September 2003 - May 2006
Skills
Hedge Funds, Financial Structuring, Securitization, ISDA, Swaps, Investment Banking, Derivatives, Fixed Income, FX Derivatives, Interest Rate..., Equity Derivatives, Emerging Markets, Dodd-Frank, CDO, Financial Markets, Trading, Ancient Philosophy, Modern Dance, Municipal Law, Legal Ethics, Regulatory Reform, Interpersonal Skill, Capital Markets, Due Diligence, Securities, Structured Finance
Education
Harvard Law School 2000 — 2003
J.D., Law
Columbia University in the City of New York 1996 — 2000
B.A., Political Science/Middle Eastern Studies, magna cum laude
Wells Fargo July 2013 - Present
Barclays June 2006 - July 2013
Cadwalader Wickersham and Taft September 2003 - May 2006
Skills
Hedge Funds, Financial Structuring, Securitization, ISDA, Swaps, Investment Banking, Derivatives, Fixed Income, FX Derivatives, Interest Rate..., Equity Derivatives, Emerging Markets, Dodd-Frank, CDO, Financial Markets, Trading, Ancient Philosophy, Modern Dance, Municipal Law, Legal Ethics, Regulatory Reform, Interpersonal Skill, Capital Markets, Due Diligence, Securities, Structured Finance
Education
Harvard Law School 2000 — 2003
J.D., Law
Columbia University in the City of New York 1996 — 2000
B.A., Political Science/Middle Eastern Studies, magna cum laude
Marco Abbruzzese's Wells Fargo Experience May 2009 - Present
Job Senior Regional ManagerWashington & Alaska at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo May 2009 - Present
Wells Fargo June 2007 - May 2009
Citi Private Bank 2001 - 2007
Ulysses Capital Management April 1999 - December 2000
The Chase Manhattan Private Bank September 1989 - March 1999
Skills
Wealth Management, Portfolio Management, Banking, Investments, Series 7, Credit, Private Banking, Commercial Lending, Asset Management, Loans, Commercial Banking, Asset Allocation
Education
Columbia University - School of International and Public Affairs 1987 — 1989
MIA, International Finance/International Political Economy
Lewis and Clark College 1983 — 1987
BA, International Affairs/East Asian Studies
Wells Fargo May 2009 - Present
Wells Fargo June 2007 - May 2009
Citi Private Bank 2001 - 2007
Ulysses Capital Management April 1999 - December 2000
The Chase Manhattan Private Bank September 1989 - March 1999
Skills
Wealth Management, Portfolio Management, Banking, Investments, Series 7, Credit, Private Banking, Commercial Lending, Asset Management, Loans, Commercial Banking, Asset Allocation
Education
Columbia University - School of International and Public Affairs 1987 — 1989
MIA, International Finance/International Political Economy
Lewis and Clark College 1983 — 1987
BA, International Affairs/East Asian Studies
Marshall Thomas's Wells Fargo Experience July 1987 - March 1998
Job Director Business Development at Shuwie Inc.
Industry Program Development
Experience
Shuwie Inc. ConsultantJPMorgan ChaseApril 1998 - January 2008
Wells Fargo July 1987 - March 1998
Best Buy January 1980 - June 1987
Skills
Finance, Business Development, Business Strategy, Analytics, Strategy
Education
Columbia University - Columbia Business School 1984 — 1986
Masters, Economics
New York University 1972 — 1976
Strategic Management, International Business
Shuwie Inc. ConsultantJPMorgan ChaseApril 1998 - January 2008
Wells Fargo July 1987 - March 1998
Best Buy January 1980 - June 1987
Skills
Finance, Business Development, Business Strategy, Analytics, Strategy
Education
Columbia University - Columbia Business School 1984 — 1986
Masters, Economics
New York University 1972 — 1976
Strategic Management, International Business
Sean Corrigan's Wells Fargo Experience September 2012 - Present
Job Head of Technology for Complex Foreign Exchange Products, SVP at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2012 - Present
Wells Fargo February 2012 - August 2012
Citigroup September 2010 - February 2012
Citigroup September 2007 - August 2008
HSBC March 2005 - September 2007
BlackRock March 2003 - March 2005
Skills
Enterprise Project..., Client Focused Team..., OTC derivatives Pricing..., Grid Computing, Pricing, Analytics, Derivatives
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance, Management
Trinity College Dublin 1994 — 1998
M.A., Computer Science
Wells Fargo September 2012 - Present
Wells Fargo February 2012 - August 2012
Citigroup September 2010 - February 2012
Citigroup September 2007 - August 2008
HSBC March 2005 - September 2007
BlackRock March 2003 - March 2005
Skills
Enterprise Project..., Client Focused Team..., OTC derivatives Pricing..., Grid Computing, Pricing, Analytics, Derivatives
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance, Management
Trinity College Dublin 1994 — 1998
M.A., Computer Science
Kai Chin's Wells Fargo Experience 2010 - Present
Job Vice President at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo 2010 - Present
Wells Fargo Bank February 2008 - Present
Fubon Bank February 2002 - July 2006
Bank of Hawaii May 1995 - January 2002
Chemical Bank May 1978 - June 1995
Far East Bank and Trust Company January 1987 - May 1995
U.S. Navy Reserve May 1970 - December 1980
Skills
Banking, Credit, Small Business Lending, Commercial Banking
Education
Columbia University - School of International and Public Affairs 1976 — 1978
MIA, Banking and Finance
Wabash College 1967 — 1971
BA, History/Religion
Wells Fargo 2010 - Present
Wells Fargo Bank February 2008 - Present
Fubon Bank February 2002 - July 2006
Bank of Hawaii May 1995 - January 2002
Chemical Bank May 1978 - June 1995
Far East Bank and Trust Company January 1987 - May 1995
U.S. Navy Reserve May 1970 - December 1980
Skills
Banking, Credit, Small Business Lending, Commercial Banking
Education
Columbia University - School of International and Public Affairs 1976 — 1978
MIA, Banking and Finance
Wabash College 1967 — 1971
BA, History/Religion
Daniel Brunello's Wells Fargo Experience September 2013 - Present
Job Vice President, Mergers & Acquisitions at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2013 - Present
Deutsche Bank July 2008 - August 2013
Skills
Investment Banking, Valuation, Capital Markets, Financial Modeling, Corporate Finance, Private Equity, M&A experience, Mergers & Acquisitions, Corporate Development, Due Diligence, LBO, Financial Structuring, Financial Analysis, Fixed Income, Hedge Funds, Equities
Education
University of Virginia Darden School of Business 2006 — 2008
MBA, Finance
Columbia University in the City of New York 1995 — 1999
B.A., Economics
Wells Fargo September 2013 - Present
Deutsche Bank July 2008 - August 2013
Skills
Investment Banking, Valuation, Capital Markets, Financial Modeling, Corporate Finance, Private Equity, M&A experience, Mergers & Acquisitions, Corporate Development, Due Diligence, LBO, Financial Structuring, Financial Analysis, Fixed Income, Hedge Funds, Equities
Education
University of Virginia Darden School of Business 2006 — 2008
MBA, Finance
Columbia University in the City of New York 1995 — 1999
B.A., Economics
Adrienne Howell's Wells Fargo Experience February 2013 - June 2014
Job MBA Candidate, Columbia Business School
Industry Hospital & Health Care
Experience
New York-Presbyterian Hospital June 2015 - August 2015
Wells Fargo February 2013 - June 2014
Wells Fargo August 2012 - January 2013
Wells Fargo June 2010 - August 2012
Skills
New Business Development, Strategy, Analysis, Venture Capital, Financial Analysis, Financial Modeling, Corporate Finance, Finance, Microsoft Excel, Portfolio Management, Investments
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Emory University - Goizueta Business School 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
New York-Presbyterian Hospital June 2015 - August 2015
Wells Fargo February 2013 - June 2014
Wells Fargo August 2012 - January 2013
Wells Fargo June 2010 - August 2012
Skills
New Business Development, Strategy, Analysis, Venture Capital, Financial Analysis, Financial Modeling, Corporate Finance, Finance, Microsoft Excel, Portfolio Management, Investments
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Emory University - Goizueta Business School 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Xiaoyu Zhu, CFA's Wells Fargo Experience April 2015 - Present
Job Quantiative Analytics at Wells Fargo
Industry Investment Management
Experience
Wells Fargo April 2015 - Present
Bank of America April 2010 - April 2015
LYZ Capital February 2009 - April 2010
Skills
Statistical Arbitrage, Time Series Analysis, Econometrics, Statistics, Quantitative Research, Credit Scoring, LGD Estimates, Quantitative Finance
Education
Columbia University in the City of New York 2007 — 2009
Master of Arts, Statistics
University of Science and Technology of China 2002 — 2006
BS, Statistics and Finance
Wells Fargo April 2015 - Present
Bank of America April 2010 - April 2015
LYZ Capital February 2009 - April 2010
Skills
Statistical Arbitrage, Time Series Analysis, Econometrics, Statistics, Quantitative Research, Credit Scoring, LGD Estimates, Quantitative Finance
Education
Columbia University in the City of New York 2007 — 2009
Master of Arts, Statistics
University of Science and Technology of China 2002 — 2006
BS, Statistics and Finance
George Ling's Wells Fargo Experience December 2004 - November 2007
Job Business Development Consultant
Industry Financial Services
Experience
SG Elling January 2009 - Present
RBS Card Services November 2007 - February 2009
Wells Fargo December 2004 - November 2007
Bank of America June 2001 - December 2004
American Express May 1995 - June 2001
Citibank June 1985 - May 1995
Skills
Analytics, Segmentation, Database Marketing, Change Management, Project Management, Relationship Management, Marketing Strategy, Marketing Management, Credit Cards, Customer Acquisition, Marketing Analytics, Loyalty Marketing, Direct Marketing, Marketing, Product Management, Marketing Communications, Online Advertising, E-commerce, Credit, Banking, Brand Management, Retail Banking
Education
New York University - Leonard N. Stern School of Business 1983 — 1985
MBA, Marketing
Columbia University in the City of New York 1975 — 1979
BA, Biology/Psychology
SG Elling January 2009 - Present
RBS Card Services November 2007 - February 2009
Wells Fargo December 2004 - November 2007
Bank of America June 2001 - December 2004
American Express May 1995 - June 2001
Citibank June 1985 - May 1995
Skills
Analytics, Segmentation, Database Marketing, Change Management, Project Management, Relationship Management, Marketing Strategy, Marketing Management, Credit Cards, Customer Acquisition, Marketing Analytics, Loyalty Marketing, Direct Marketing, Marketing, Product Management, Marketing Communications, Online Advertising, E-commerce, Credit, Banking, Brand Management, Retail Banking
Education
New York University - Leonard N. Stern School of Business 1983 — 1985
MBA, Marketing
Columbia University in the City of New York 1975 — 1979
BA, Biology/Psychology
Kan Chen's Wells Fargo Experience May 2012 - May 2012
Job Corporate and Investment Banking @ICBC
Industry Investment Banking
Experience
ICBC November 2010 - Present
Wells Fargo May 2012 - May 2012
Brean Murray, Carret & Co. May 2010 - August 2010
Guotai Junan Securities May 2008 - August 2008
Skills
Financial Modeling, Corporate Finance, Capital Markets, Banking, Portfolio Management, Credit Risk, Credit, Mergers, Finance, Emerging Markets, Leveraged Finance, Loans, Financial Analysis, Financial Services
Education
Columbia University in the City of New York 2008 — 2010
Master's degree, Statistics, Finance
University of Minnesota-Twin Cities 2006 — 2008
Bachelor of Science (BS), Economics, Mathematics
University of Minnesota-Twin Cities 2006 — 2008
ICBC November 2010 - Present
Wells Fargo May 2012 - May 2012
Brean Murray, Carret & Co. May 2010 - August 2010
Guotai Junan Securities May 2008 - August 2008
Skills
Financial Modeling, Corporate Finance, Capital Markets, Banking, Portfolio Management, Credit Risk, Credit, Mergers, Finance, Emerging Markets, Leveraged Finance, Loans, Financial Analysis, Financial Services
Education
Columbia University in the City of New York 2008 — 2010
Master's degree, Statistics, Finance
University of Minnesota-Twin Cities 2006 — 2008
Bachelor of Science (BS), Economics, Mathematics
University of Minnesota-Twin Cities 2006 — 2008
Walter Terry's Wells Fargo Experience January 1998 - January 2006
Job Executive Director at Crystal and Company
Industry Insurance
Experience
Crystal and Company January 2009 - Present
Wells Fargo January 1998 - January 2006
Skills
Private Placements, Private Equity, Investment Banking, Strategic Planning, Hedge Funds, Equities, Investments, Mergers & Acquisitions, Strategy, Venture Capital, Securities, Due Diligence, Portfolio Management, Financial Modeling, Fixed Income, Valuation, Asset Management, Finance
Education
Columbia University - Columbia Business School 1974 — 1976
MBA, Finance and Accounting
Lake Forest College 1968 — 1972
Bachelor's degree, History
Crystal and Company January 2009 - Present
Wells Fargo January 1998 - January 2006
Skills
Private Placements, Private Equity, Investment Banking, Strategic Planning, Hedge Funds, Equities, Investments, Mergers & Acquisitions, Strategy, Venture Capital, Securities, Due Diligence, Portfolio Management, Financial Modeling, Fixed Income, Valuation, Asset Management, Finance
Education
Columbia University - Columbia Business School 1974 — 1976
MBA, Finance and Accounting
Lake Forest College 1968 — 1972
Bachelor's degree, History
Lauren McDermott's Wells Fargo Experience September 2012 - June 2013
Job Associate Vice President at CIM Group
Industry Real Estate
Experience
CIM Group August 2015 - Present
CIM Group May 2014 - August 2014
Wells Fargo September 2012 - June 2013
Wells Fargo November 2011 - September 2012
Wells Fargo May 2009 - November 2011
Wells Fargo Bank January 2008 - May 2009
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.)
CIM Group August 2015 - Present
CIM Group May 2014 - August 2014
Wells Fargo September 2012 - June 2013
Wells Fargo November 2011 - September 2012
Wells Fargo May 2009 - November 2011
Wells Fargo Bank January 2008 - May 2009
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.)
Wanling Tai's Wells Fargo Experience June 2014 - Present
Job Quantitative Analytical Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2014 - Present
Bank of America February 2011 - Present
Bank of America October 2008 - February 2011
Bank of America May 2008 - August 2008
NEUROLOGICAL INSTITUTE OF NEW YORK June 2005 - June 2006
Skills
Statistical Modeling, SAS programming, SAS, Financial Modeling, R, Quantitative Analytics, Credit Risk, Predictive Modeling, Data Analysis, Derivatives
Education
Columbia University in the City of New York 2003 — 2009
Ph.D., Biostatistics
Nankai University 2000 — 2001
Applied Mathematics
Nankai University 1996 — 2000
B.S., Applied Mathematics
Heihe High School 黑河中学 1993 — 1996
Wells Fargo June 2014 - Present
Bank of America February 2011 - Present
Bank of America October 2008 - February 2011
Bank of America May 2008 - August 2008
NEUROLOGICAL INSTITUTE OF NEW YORK June 2005 - June 2006
Skills
Statistical Modeling, SAS programming, SAS, Financial Modeling, R, Quantitative Analytics, Credit Risk, Predictive Modeling, Data Analysis, Derivatives
Education
Columbia University in the City of New York 2003 — 2009
Ph.D., Biostatistics
Nankai University 2000 — 2001
Applied Mathematics
Nankai University 1996 — 2000
B.S., Applied Mathematics
Heihe High School 黑河中学 1993 — 1996
Christina Clum's Wells Fargo Experience 2000 - Present
Job Vice President, Product Management, Online Payments
Industry Financial Services
Experience
Wells Fargo 2000 - Present
Reel.com 1999 - 2000
Publicis Advertising 1996 - 1999
MicroAge 1994 - 1996
Education
Columbia University in the City of New York 1989 — 1993
B.A., History, German Studies
Wells Fargo 2000 - Present
Reel.com 1999 - 2000
Publicis Advertising 1996 - 1999
MicroAge 1994 - 1996
Education
Columbia University in the City of New York 1989 — 1993
B.A., History, German Studies
Mary Wenzel's Wells Fargo Experience December 2004 - Present
Job SVP and Director of Environmental Affairs
Industry Financial Services
Experience
Wells Fargo December 2004 - Present
US EPA Region 9 December 2001 - November 2004
Enron October 1998 - November 2001
US EPA October 1994 - October 1998
Skills
Marketing Strategy, Corporate Communications, Community Relations, Environmental Management, Environmental Policy, Strategy Development, Strategic Planning, Environmental..., Community Development, Corporate Social..., Energy Efficiency, Environmental Awareness, Leadership, Management, Nonprofits, Policy, Program Management, Public Speaking, Renewable Energy, Strategic Communications, Strategy, Sustainability, Sustainable Development, Sustainable Energy
Education
Columbia University in the City of New York 1992 — 1994
Master of Public Administration (M.P.A.), Environmental Policy
The Johns Hopkins University 1987 — 1991
Bachelor of Arts (B.A.), International Relations and Affairs
Wells Fargo December 2004 - Present
US EPA Region 9 December 2001 - November 2004
Enron October 1998 - November 2001
US EPA October 1994 - October 1998
Skills
Marketing Strategy, Corporate Communications, Community Relations, Environmental Management, Environmental Policy, Strategy Development, Strategic Planning, Environmental..., Community Development, Corporate Social..., Energy Efficiency, Environmental Awareness, Leadership, Management, Nonprofits, Policy, Program Management, Public Speaking, Renewable Energy, Strategic Communications, Strategy, Sustainability, Sustainable Development, Sustainable Energy
Education
Columbia University in the City of New York 1992 — 1994
Master of Public Administration (M.P.A.), Environmental Policy
The Johns Hopkins University 1987 — 1991
Bachelor of Arts (B.A.), International Relations and Affairs
Brett J. Malamet's Wells Fargo Experience March 2003 - August 2005
Job Senior Vice President Wealth Management Advisor
Industry Financial Services
Experience
Merrill Lynch August 2005 - Present
Wells Fargo March 2003 - August 2005
Skills
Investment Advisory, Wealth Management, Investments, Retirement Planning, Portfolio Management, Customer Service
Education
Columbia University in the City of New York
Academy Of Certified Portfolio Managers, Certified Portfolio Manager
University of Nevada-Reno
Bachelor of Science (B.S.), Finance
Merrill Lynch August 2005 - Present
Wells Fargo March 2003 - August 2005
Skills
Investment Advisory, Wealth Management, Investments, Retirement Planning, Portfolio Management, Customer Service
Education
Columbia University in the City of New York
Academy Of Certified Portfolio Managers, Certified Portfolio Manager
University of Nevada-Reno
Bachelor of Science (B.S.), Finance
Louis Piccolo's Wells Fargo Experience September 2004 - Present
Job Renovation Branch Manager at Wells Fargo NMLS# 390216
Industry Financial Services
Experience
Wells Fargo September 2004 - Present
Skills
Mortgage Lending, Loans, Credit, Credit Analysis, 203K
Education
Columbia University in the City of New York 2009 — 2014
BA, Economics
Wells Fargo September 2004 - Present
Skills
Mortgage Lending, Loans, Credit, Credit Analysis, 203K
Education
Columbia University in the City of New York 2009 — 2014
BA, Economics
Vincent Liu's Wells Fargo Experience 2011 - Present
Job at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2011 - Present
XVL Associates, Inc 2008 - 2010
TUDOR INVESTMENT CORPORATION 2008 - 2010
Swiss Re 2006 - 2008
Countrywide 2004 - 2006
Deutsche Bank 1997 - 2004
Hewlett-Packard 1995 - 1996
NTT (Nippon Telegraph and Telephone Corporation) 1994 - 1995
Stanford University 1992 - 1994
University of Southern California 1991 - 1992
Skills
Equities, Derivatives, Financial Engineering, Equity Derivatives, Trading Systems, Market Risk, Financial Markets, Commodity, Fixed Income, Time Series Analysis, Trading, Quantitative Finance, Hedge Funds
Education
Columbia University - Columbia Business School
Executive MBA
Stanford University
MS, Computer Science
University at Buffalo
Ph.D, Mathematics
Wells Fargo 2011 - Present
XVL Associates, Inc 2008 - 2010
TUDOR INVESTMENT CORPORATION 2008 - 2010
Swiss Re 2006 - 2008
Countrywide 2004 - 2006
Deutsche Bank 1997 - 2004
Hewlett-Packard 1995 - 1996
NTT (Nippon Telegraph and Telephone Corporation) 1994 - 1995
Stanford University 1992 - 1994
University of Southern California 1991 - 1992
Skills
Equities, Derivatives, Financial Engineering, Equity Derivatives, Trading Systems, Market Risk, Financial Markets, Commodity, Fixed Income, Time Series Analysis, Trading, Quantitative Finance, Hedge Funds
Education
Columbia University - Columbia Business School
Executive MBA
Stanford University
MS, Computer Science
University at Buffalo
Ph.D, Mathematics
Marcia Choo's Wells Fargo Experience
Job VP, Community Development Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo
Skills
Fundraising, Community Outreach, Nonprofits, Public Speaking, Program Development, Customer Service, Non-profits, Project Management, Grant Writing, Team Building, Teaching, Public Relations, Grants, PowerPoint, Research, Leadership Development, Social Media, Editing, Event Planning, Strategic Planning, Public Policy, Microsoft Office, Board Development, Program Evaluation, Budgets, Community Organizing, Community Development, Policy Analysis, Volunteer Management, Microsoft Word, Event Management, Leadership, Philanthropy
Education
Columbia University in the City of New York
Master of Science (M.S.), Social Work, Social Enterprise Administration
University of California, Los Angeles
Bachelor of Arts (B.A.), Sociology
Wells Fargo
Skills
Fundraising, Community Outreach, Nonprofits, Public Speaking, Program Development, Customer Service, Non-profits, Project Management, Grant Writing, Team Building, Teaching, Public Relations, Grants, PowerPoint, Research, Leadership Development, Social Media, Editing, Event Planning, Strategic Planning, Public Policy, Microsoft Office, Board Development, Program Evaluation, Budgets, Community Organizing, Community Development, Policy Analysis, Volunteer Management, Microsoft Word, Event Management, Leadership, Philanthropy
Education
Columbia University in the City of New York
Master of Science (M.S.), Social Work, Social Enterprise Administration
University of California, Los Angeles
Bachelor of Arts (B.A.), Sociology
Suhas Thalapaneni's Wells Fargo Experience May 2014 - Present
Job Principal Investing Research Analyst, Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2014 - Present
Wells Fargo June 2013 - August 2013
Stripes Group February 2013 - May 2013
Metropolitan Equity Partners November 2012 - January 2013
Keley Consulting May 2012 - August 2012
Metropolitan Equity Partners May 2011 - May 2012
Remoba Inc May 2010 - August 2010
Skills
Microsoft Office, Excel, PowerPoint, Word, Research, Financial Analysis, French, DCF, Strategic Planning, Financial Economics, Corporate Finance, Business Development, Mathematica, Stata, Matlab, Microsoft Excel, Microsoft Word, Economics
Education
Columbia University in the City of New York 2010 — 2014
BA, Financial Economics, French & Romance Philology
The Harker School 2006 — 2010
High School
Wells Fargo May 2014 - Present
Wells Fargo June 2013 - August 2013
Stripes Group February 2013 - May 2013
Metropolitan Equity Partners November 2012 - January 2013
Keley Consulting May 2012 - August 2012
Metropolitan Equity Partners May 2011 - May 2012
Remoba Inc May 2010 - August 2010
Skills
Microsoft Office, Excel, PowerPoint, Word, Research, Financial Analysis, French, DCF, Strategic Planning, Financial Economics, Corporate Finance, Business Development, Mathematica, Stata, Matlab, Microsoft Excel, Microsoft Word, Economics
Education
Columbia University in the City of New York 2010 — 2014
BA, Financial Economics, French & Romance Philology
The Harker School 2006 — 2010
High School
Anil Suri's Wells Fargo Experience 2007 - 2009
Job Chief Risk and Audit Officer at Pacific Gas and Electric Company
Industry Utilities
Experience
Pacific Gas and Electric Company 2010 - Present
Wells Fargo 2007 - 2009
Consultant 2003 - 2007
E-lecTrade, Inc 1999 - 2003
The Risk Partners 1997 - 1999
Ferrell Capital Management 1996 - 1997
Capital Market Risk Advisors 1995 - 1996
Merrill Lynch 1994 - 1995
Yale University 1990 - 1993
Harvard University 1988 - 1990
Skills
Finance, Risk, Financial Modeling, Financial Risk, Financial Analysis, Sarbanes-Oxley Act, Risk Assessment, Risk Management, Energy, Portfolio Management, Management
Education
Columbia Business School 1994 — 1996
MBA, Finance
Harvard University 1982 — 1988
PhD, Fluid Turbulence
Indian Institute of Technology, Delhi 1977 — 1982
Bachelor's degree, Mechanical Engineering
Pacific Gas and Electric Company 2010 - Present
Wells Fargo 2007 - 2009
Consultant 2003 - 2007
E-lecTrade, Inc 1999 - 2003
The Risk Partners 1997 - 1999
Ferrell Capital Management 1996 - 1997
Capital Market Risk Advisors 1995 - 1996
Merrill Lynch 1994 - 1995
Yale University 1990 - 1993
Harvard University 1988 - 1990
Skills
Finance, Risk, Financial Modeling, Financial Risk, Financial Analysis, Sarbanes-Oxley Act, Risk Assessment, Risk Management, Energy, Portfolio Management, Management
Education
Columbia Business School 1994 — 1996
MBA, Finance
Harvard University 1982 — 1988
PhD, Fluid Turbulence
Indian Institute of Technology, Delhi 1977 — 1982
Bachelor's degree, Mechanical Engineering
Nand Sharma's Wells Fargo Experience May 2013 - August 2013
Job Investment Banking Associate at Citi
Industry Financial Services
Experience
Citi August 2014 - Present
Eachwin Capital (Hedge Fund) December 2013 - July 2014
Wells Fargo May 2013 - August 2013
Columbia Management 2010 - 2012
Skills
Financial Modeling, Investments, Valuation, Due Diligence
Education
Columbia Business School
Master of Business Administration (MBA)
Indian Institute of Technology, Bombay
Bachelor of Technology (B.Tech.), Infrastructure/Transportation
Massachusetts Institute of Technology
Master of Science (MS), Econometrics/Transportation
Citi August 2014 - Present
Eachwin Capital (Hedge Fund) December 2013 - July 2014
Wells Fargo May 2013 - August 2013
Columbia Management 2010 - 2012
Skills
Financial Modeling, Investments, Valuation, Due Diligence
Education
Columbia Business School
Master of Business Administration (MBA)
Indian Institute of Technology, Bombay
Bachelor of Technology (B.Tech.), Infrastructure/Transportation
Massachusetts Institute of Technology
Master of Science (MS), Econometrics/Transportation
Seranne Wynter's Wells Fargo Experience 2012 - 2012
Job Experienced IT Professional
Industry Telecommunications
Experience
Wells Fargo 2012 - 2012
ACN, Inc 2008 - 2012
Columbia University August 2001 - October 2007
Columbia University September 1999 - August 2001
Columbia University April 1993 - September 1999
Skills
Business Analysis, Quality Assurance, Technical Documentation, Training & Development, Problem Solving, Process Improvement, System Administration, Technical Writing, SQL, Microsoft SQL Server, Databases, Management, PeopleSoft, Test Planning, User Acceptance Testing, Business Process, Training, Vendor Management, Unix, Software Development, Troubleshooting, Security, Visio, Employee Training, Project Planning, Agile Methodologies, Requirements Gathering, SharePoint, Integration, Software Documentation, Team Leadership, Requirements Analysis, SDLC, Testing, Data Warehousing
Education
Columbia University in the City of New York
The Queen's School
Wells Fargo 2012 - 2012
ACN, Inc 2008 - 2012
Columbia University August 2001 - October 2007
Columbia University September 1999 - August 2001
Columbia University April 1993 - September 1999
Skills
Business Analysis, Quality Assurance, Technical Documentation, Training & Development, Problem Solving, Process Improvement, System Administration, Technical Writing, SQL, Microsoft SQL Server, Databases, Management, PeopleSoft, Test Planning, User Acceptance Testing, Business Process, Training, Vendor Management, Unix, Software Development, Troubleshooting, Security, Visio, Employee Training, Project Planning, Agile Methodologies, Requirements Gathering, SharePoint, Integration, Software Documentation, Team Leadership, Requirements Analysis, SDLC, Testing, Data Warehousing
Education
Columbia University in the City of New York
The Queen's School
Robert Giannini's Wells Fargo Experience January 2005 - December 2006
Job RVP at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments April 2012 - Present
Wells Fargo January 2005 - December 2006
FTN Financial April 2002 - September 2004
HSBC Securities October 1998 - April 2002
Skills
Series 7, Series 63, Investments, Equities, Bloomberg, Capital Markets, Fixed Income, Bond Markets, Mutual Funds, Client Relations Skills, Securities, Sales, Hedge Funds
Education
Anderson School at UCLA 1993 — 1995
Master of Business Administration (M.B.A.), Finance, General
Columbia University in the City of New York 1985 — 1989
Bachelor of Arts (BA), Economics
Maine South HS 1981 — 1985
Pioneer Investments April 2012 - Present
Wells Fargo January 2005 - December 2006
FTN Financial April 2002 - September 2004
HSBC Securities October 1998 - April 2002
Skills
Series 7, Series 63, Investments, Equities, Bloomberg, Capital Markets, Fixed Income, Bond Markets, Mutual Funds, Client Relations Skills, Securities, Sales, Hedge Funds
Education
Anderson School at UCLA 1993 — 1995
Master of Business Administration (M.B.A.), Finance, General
Columbia University in the City of New York 1985 — 1989
Bachelor of Arts (BA), Economics
Maine South HS 1981 — 1985
Anna Chung's Wells Fargo Experience 2009 - Present
Job
Industry Banking
Experience
Wells Fargo 2009 - Present
Marriott International 2003 - 2007
PKF Consulting USA, LLC 2001 - 2003
Education
Columbia Business School 2007 — 2009
Master of Business Administration (MBA)
Cornell University 1997 — 2001
Bachelor of Science (BS), Hotel School
Wells Fargo 2009 - Present
Marriott International 2003 - 2007
PKF Consulting USA, LLC 2001 - 2003
Education
Columbia Business School 2007 — 2009
Master of Business Administration (MBA)
Cornell University 1997 — 2001
Bachelor of Science (BS), Hotel School
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank