Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Salaries. You can even request information on how much does Wells Fargo pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo directly from the past employees.
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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
The Dyson School of Applied Economics and Management May 2015 - Present
Wells Fargo June 2015 - August 2015
Granero Corp. May 2014 - April 2015
Promexico December 2013 - October 2014
City of Phoenix January 2013 - December 2013
Campaign for Arizona's Future June 2012 - August 2012
Skills
Public Speaking, Youth Mentoring, Time Management, Social Media, Teamwork, Research, PowerPoint, Academic Tutoring, Presenting to Clients, Guest Lecturing, Office Administration, Team Leadership, Sales Presentations, Teaching English as a..., Microsoft Excel, French to English, Microsoft Word, Customer Service, English, English-Spanish, Bible teaching, Fast-paced, Project Management, Event Planning, Microsoft Office, Leadership, Community Outreach, Fundraising, Nonprofits, Social Media Marketing
Education
Cornell University 2014 — 2018
Bachelor's Degree, International Agriculture and Rural Development, 3.5
Betty H. Fairfax High School 2011 — 2014
High School, International Baccalaureate, 4.0 Unweighted, 4.6 Weighted
Wells Fargo June 2015 - Present
Sony Corporation of America June 2012 - June 2015
Deloitte September 2011 - June 2012
Deloitte April 2010 - June 2012
Deloitte Consulting December 2008 - March 2010
The White House May 2007 - December 2008
Booz Allen Hamilton October 2005 - May 2007
The White House August 2003 - October 2005
Xerox Corporation May 2001 - August 2003
NBC Universal June 2000 - August 2000
Skills
Information Security..., Network Security, Cyber-security, Strategy, Risk Management, Program Management, Management Consulting, Policy, Security, Public Policy, Business Strategy, Computer Security, Government, Management, IT Strategy, Mergers & Acquisitions, Information Security, Cyber Security, Leadership, Global Management, Telecommunications, Consulting, Information Technology, Governance, Strategic Planning, Mergers, Change Management, Strategic Partnerships, Business Transformation, Integration, National Security, Federal Government, Homeland Security, Go-to-market Strategy, Executive Management, Vendor Management, Cross-functional Team..., Business Process...
Education
University of Pennsylvania - The Wharton School
Executive Education (Finance & Accounting)
Cornell University - S.C. Johnson Graduate School of Management
MBA
The University of Queensland
Semester of conflict resolution studies
University of Richmond
BA, Leadership Studies & Business
St. John's Preparatory School
Diploma
Wells Fargo January 1995 - Present
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Microsoft Office, Management, English, Process Improvement, Outlook, Windows
Education
Indiana University Bloomington 1982 — 1984
MBA finance, Finance, General
Cornell University 1974 — 1978
BS industrial and labor relations, Economics
Friends Academy 1961 — 1974
High School, Classical
Wells Fargo March 2014 - Present
The Church of Jesus Christ of Latter-day Saints - Human Resources May 2012 - June 2013
The Church of Jesus Christ of Latter-day Saints - Human Resources August 2009 - May 2012
Inmobiliaria Mi Casa Propia SAC March 2004 - November 2006
Skills
Training, Student Loans, Loan Origination, Coaching, Teaching English as a..., Banking, Construction Management, Microsoft Office, Customer Support, Customer Satisfaction, HR Consulting, Strategic HR, Business Planning, Team Management, Mortgage Banking, Retail Banking, Branch Banking, Managing Accounts, Home Equity Loans, Business Loans, Customer Experience, Operations Management, Sales Management, Banca, Entrenamiento, Gerencia de ventas, Public Speaking, Servicio de atención al..., Team Building, Administración y..., Análisis, Finanzas, Gestión y motivación de..., Liderazgo, Liderazgo de equipos, Oratoria, Presupuestos, Finance, Plan de negocio
Education
Cornell University 2012 — 2013
Master Certificate in Human Resources
Universidad Ricardo Palma 2010 — 2012
MS HRD, Master Degree of Science Human Resources and Organizational Development
Universidad Ricardo Palma 2006 — 2009
BBA, Bachelor´s Degree in Business Administration
Weber State University 1996 — 1998
Certificate of Completion, English as a Second Language Program
Uber April 2015 - Present
Hong Kong SIM Card January 2014 - Present
HK Travel Blog August 2012 - Present
Better Chinatown USA May 2014 - April 2015
J.P. Morgan April 2013 - April 2014
Deutsche Bank May 2012 - September 2012
JPMorgan Chase & Co. March 2008 - June 2010
OpHedge Investment Services January 2007 - February 2008
Wells Fargo 2004 - 2005
Skills
Equities, Fixed Income, Derivatives, Hedge Funds, Financial Risk, Capital Markets, Private Equity, Asset Managment, Securities, Financial Analysis, Alternative Investments, Corporate Finance, Mandarin, VBA, Investments, Equity Research, Equity Derivatives, Options, Emerging Markets, Risk Management, Investment Banking, Portfolio Management, Commodity, Mergers, FX Options, Finance
Education
Hong Kong University of Science and Technology - School of Business and Management 2010 — 2012
MBA, Finance
University of Southern California - Marshall School of Business 2011 — 2011
Exchange Student, MBA
Cornell University 1999 — 2003
BS, Hotel and Business Management
The Chinese University of Hong Kong 2001 — 2002
Exchange student, Business Management
Stuyvesant High School 1995 — 1999
Wells Fargo February 2004 - May 2014
Alcatel-Lucent February 1996 - July 2000
AT&T December 1982 - February 1996
Skills
Contract Negotiation, Communication, Strategic Communications, Business Transactions, Telecommunications, International Law, Interpersonal Skills, Cross-functional Team..., Team Leadership, Thought Leadership, Legal Writing, IT Procurement, Problem Solving, Offshoring, Leadership
Education
Harvard Law School 1976 — 1979
Doctor of Law (JD)
Cornell University 1972 — 1976
Bachelor's Degree, Political Science and Government, Cum Laude
Wells Fargo January 2007 - Present
Four Seasons Hotels and Resorts July 1998 - January 2007
Skills
Customer Experience, Customer Retention, Customer Satisfaction, Process Improvement, Relationship Management, Leadership, Cross-functional Team..., Business Process..., Customer Service, Team Leadership, Retail Banking, Coaching, Consumer Lending, Hospitality, Management, Performance Management, Sales, Small Business Lending, Team Building, Training
Education
Cornell University 1994 — 1998
Bachelor of Science (B.S.), Hospitality Administration/Management
Massivemedia June 2014 - Present
Startup Weekend September 2012 - Present
Startup Social February 2013 - December 2013
BedAbroad November 2012 - February 2013
Swapperoo April 2011 - October 2012
Medtronic January 2004 - February 2012
Arsen B. Productions March 2007 - April 2011
Pre-Paid Legal Services, Inc. January 2010 - September 2010
Wells Fargo February 2002 - September 2003
Skills
Marketing Strategy, Early-stage Startups, Business Management, Marketing Management, Online Marketing, Social Media, SEO, New Business Development, Creative Solutions, Lean Startup, Events Organizer, Management, Public Relations, Start-ups, Marketing, Advertising, Entrepreneurship, Product Launch, Marketing Research, Leadership, Small Business, Customer Service, Social Networking, Organizational..., Event Management, Business Strategy, Market Research, Fundraising, Cross-functional Team..., Strategic Planning, Events Organisation, CRM, Social Media Marketing, Business Development, Event Planning, Coaching, Brand Development, Web Design, Team Building, Sales, Strategy, Strategic Partnerships, Product Marketing, Email Marketing, Budgets, Public Speaking, Market Analysis, Lead Generation, Online Advertising, Marketing Communications
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2012
Masters Program Certification, Marketing Strategy for Business Leaders
University of Phoenix 2010 — 2011
MBA, Business Administration /Marketing
DeVry University 2001 — 2003
AA, Computer Technology
Wells Fargo June 2014 - Present
UBS June 2013 - August 2013
Terra Capital Partners May 2012 - August 2012
New York University Wagner School May 2011 - August 2011
Skills
Research, Financial Modeling, Financial Analysis
Education
Cornell University 2010 — 2014
College of Arts and Sciences, Bachelor of Arts, History
Horace Mann School 1998 — 2010
Scene Marketing Group September 2005 - Present
The Oregon Zoo Foundation November 2012 - Present
Social Media Club PDX December 2010 - Present
Wells Fargo September 2005 - October 2006
Washington Mutual Bank February 2002 - September 2005
Frontier Investment Management LLP November 2000 - January 2001
Pacific Northwest Title of Kitsap County July 1999 - October 2000
iVillage March 1998 - June 1999
Skills
Event Planning, Press Releases, Social Media Marketing, Social Media, Blogging, Public Relations, Event Management, Digital Marketing, Event Marketing, Social Marketing, Social Networking, Marketing Communications, Digital Strategy, Marketing Strategy, Media Relations, Campaign Management, Marketing Management, Marketing, Content Strategy, Brand Development, Publicity, Project Management, Facebook, Digital Media, Copywriting, Strategy, Nonprofits, Public Speaking, Graphic Design, Market Research, Direct Mail, Analytics, Email Marketing, Fundraising, Leadership, Newsletters, Sales, Sponsorship, Strategic Communications, Editing, Management, Creative Direction, Online Marketing
Education
University of Oregon 1995 — 1999
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Cornell University ILR School
Hotel Marketing and Revenue Management, Hotel Administration
Stanford University
Advanced Project Management
Financing City Network (Fin Tech) April 2014 - Present
Lehrer Investment Management May 2011 - November 2012
JP Morgan Chase 2007 - 2008
Fundamental Investment Research & Management October 2002 - August 2007
U.S. Global Investors 2006 - 2007
Wells Fargo June 2000 - November 2001
Fremont Group (Bechtel financial affiliate) October 1996 - January 1999
RCM Capital Management November 1993 - July 1996
Omega Advisors 1992 - 1993
Lord Abbett 1990 - 1992
Skills
Equity Research, Portfolio Management, Fixed Income Research, Global Asset Allocation, Cash Management, Credit Analysis, Risk Management, Performance Attribution..., Compliance Management, Sector Strategies, Valuation, Due Diligence, Board Presentations, Asset Management, Mutual Funds, Hedge Funds, Securities Strategies, Investment Advisory, Financial Planning, Family Office Management, Investments, Market Research, Competitive Intelligence, Trading, Real Estate Investment, Equity Derivatives, Foreign Exchange..., Equities, Investment Strategies, Fixed Income, Capital Markets, Securities, Derivatives, Private Equity, Asset Allocation, Financial Advisory, Asset Managment, Series 65, Alternative Investments, Finance, Financial Risk, Strategic Financial..., Performance Attribution, Funding, Financial Services, Investment Properties, Banking, Bloomberg, Investment Management, Series 7
Education
Cornell University - S.C. Johnson Graduate School of Management 1977 — 1979
MBA, Operations Research, Finance
University of California, Berkeley 1969 — 1973
BA, Economics
San Jose State University 2011 — 2012
post-graduate studies, Library and Information Science
UC Berkeley Extension 2010 — 2011
CFP Candidate, Professional Sequence in Personal Financial Planning
New York University - Leonard N. Stern School of Business 1980 — 1981
None, Postgraduate studies in Finance (Foreign Exchange, Real Estate, Working Capital Management, Banking)
Monterey Peninsula College 1975 — 1977
None, Computer Programming (COBOL, FORTRAN, SPSS, APL), Mathematics
Monterey Institute of International Studies 1974 — 1975
Post-graduate studies, International Relations
Venice High School 1966 — 1969
Diploma, Mathematics
Johnson Graduate School of Management at Cornell University July 2014 - Present
Rockbridge May 2015 - August 2015
Wells Fargo September 2012 - June 2014
Wells Fargo October 2010 - September 2012
PKF Consulting/Hospitality Research May 2009 - September 2010
Atlanta Athletic Club May 2008 - July 2009
Skills
Forecasting, Valuation, Financial Analysis, Financial Modeling, Microsoft Office, Real Estate Financing, Hotel Asset Management, Hotel Underwriting, Real Estate Due..., Real Estate Transactions, Commercial Real Estate, Hotels, Microsoft Excel, Real Estate, Leadership, Due Diligence, Portfolio Management, Management, Data Analysis, Finance, Investments
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Real Estate
Georgia Institute of Technology - Georgia Tech College of Management 2006 — 2010
B.S., Finance
Wells Fargo October 2011 - Present
Wachovia, A Wells Fargo Company April 2004 - September 2011
Wachovia, A Wells Fargo Company May 2000 - April 2004
IBM July 1994 - May 2000
Skills
Employee Relations, HR Policies, Strategic Policy..., Communication, Strategic Consulting, Building Relationships, Problem Solving, Policy Analysis, Strategic Thinking, Team Leadership, Talent Developer, Cross-functional Team..., Logical Thinker, Change Management, Displacement, Severance, Acquisition Integration, Collaboration, Flexible approach to..., Diversity, Flexible to Change, Project Sponsorship
Education
Cornell University 1978 — 1980
Industrial and Labor Relations
Purdue University 1975 — 1978
BA, Industrial Psychology
Shilo Inns Suites Hotels June 2012 - Present
American InterContinental University June 2010 - June 2012
Shilo Inns Suites Hotels March 2005 - June 2010
Wells Fargo January 2003 - March 2004
Metris Companies 2000 - 2002
Futurecall Telemarketing 1998 - 2000
APAC Customer Services 1996 - 1998
Skills
Public Speaking, Training, Budgets, Management, Process Improvement, Sales, Recruiting, Team Building, Admissions, Microsoft Word, Staff Development, Higher Education, Leadership Development, Microsoft Office, Event Planning, Program Management, Customer Service, Community Outreach, Coaching, Research, Strategic Planning, Strategy, Marketing Strategy, Microsoft Excel, Time Management, Advertising, Analysis, Forecasting, Social Networking, Business Development, Employee Training, Enrollment Management, Data Analysis, Cross-functional Team..., Marketing, Student Financial Aid, Event Management, Call Centers, Data Entry, Outlook, Leadership, Social Media, PowerPoint, Student Affairs, Customer Satisfaction, Account Management, Fundraising, Adult Education, Team Leadership, Public Relations
Education
Cornell University
Certified Hotel Revenue Manager
Lawrence University 1990 — 1994
Bachelor of Arts (BA), Biology, General
Healthline Networks, Inc. March 2014 - Present
Wells Fargo October 2012 - March 2014
WealthCycles.com and GoldSilver.com May 2011 - August 2012
Fund Management Inc April 2010 - May 2011
OfficeTeam Specialized Administrative Staffing November 2009 - April 2010
Booz Allen Hamilton June 2008 - August 2008
Skills
Analytics, Market Research, PowerPoint, Microsoft Excel, Social Media Marketing, Microsoft Word, Wordpress, Photoshop, Dreamweaver, Access, Outlook, SurveyMonkey, Drupal, Hootsuite, Google Analytics, Google Docs, Goldmine, Authorize.net, Campaign Monitor, Minitab, Fundraising, Public Speaking, WordPress, SPSS, OS X, Microsoft Office, Social Media, Analysis, Data Analysis, Entrepreneurship, Strategic Planning, Sales, Forecasting, Research
Education
Cornell University 2005 — 2009
Bachelor's of Science, Applied Economics and Management
Pine Forest High School
Wells Fargo 1999 - 2011
Norwest Card Services 1998 - 1999
Education
Rutgers University-New Brunswick
Graduate School of Banking
Cornell University
Business of Banking School
St. Olaf College
BA, Double Major - Sociology & Psycchology
Wells Fargo December 2013 - Present
Wells Fargo 2010 - December 2013
Investment Technology Group, Inc. 2010 - 2010
Bank of America 2007 - 2009
Education
Cornell University 2004 — 2007
BS, Operations Research & Industrial Engineering
Wells Fargo August 2013 - Present
Local Initiatives Support Corporation (LISC) April 2013 - July 2013
Coro New York Leadership Center September 2012 - May 2013
Legal Services NYC June 2009 - August 2009
Legal Outreach 2004 - 2008
Skills
Community Outreach, Research, Public Speaking, Policy Analysis, Financial Analysis, Creative Strategy, Leadership, Credit Risk, Economic Development, Real Estate Development, Fundraising, Religious Studies, Adobe Creative Suite, Community Development, SPSS, Government, Nonprofits, Program Development, Microsoft Excel, Grant Writing, Grants, Community Organizing, Project Management, Politics, Social Entrepreneurship, Writing
Education
Cornell University 2008 — 2012
B.A., Sociology; Africana Studies, Cum Laude
Edward R. Murrow High School 2004 — 2008
High School
Legal Outreach 2004 — 2008
Automobile Club of Southern California September 2012 - Present
Wells Fargo September 2011 - August 2012
Chase Manhattan Corporation August 2010 - April 2012
Carmel Valley Bakery Cafe June 2009 - July 2010
Enterprise Rent-A-Car November 2007 - December 2008
Skills
Sales, Marketing
Education
Cornell University 2009 — 2009
Hotel Administration, Foodservice Management, Human Resources
University of California, Irvine 2002 — 2006
Bachelor of Arts, Political Science, Philosophy, Linguistics
Sutherland Global Services January 2015 - Present
People in Concert June 2013 - Present
RebelThis Designs January 2010 - Present
Rochester Chinese Christian Church 2011 - 2013
RebelThis April 2009 - April 2012
Wells Fargo 2004 - 2005
GoIndustry DoveBid SA 2003 - 2004
Murphy & Company 2003 - 2003
Skills
Event Planning, Event Management, Illustrator, Photoshop, Digital Photography, Microsoft Excel, PowerPoint, Microsoft Word, Music Education, HTML, piano, violin, Marketing, Advertising, Violin, Piano, Blogging, Public Speaking, Social Media, Team Building, Program Management, Management, Customer Service, Leadership, Research, Strategy
Education
Cornell University 1999 — 2003
B.A., Economics
Peabody Preparatory 1994 — 1999
Diploma in Piano Performance with Honors
KeyBank Real Estate Capital April 2015 - Present
KeyBank Real Estate Capital 2013 - April 2015
KeyBank Real Estate Capital 2010 - 2013
KeyBank Real Estate Capital 2008 - 2010
Land Capital Group 2007 - 2008
Wells Fargo Bank 2004 - 2007
Wells Fargo 2003 - 2004
Wells Fargo 2000 - 2003
Morgan Stanley Dean Witter Online 1999 - 2000
Fidelity Investments 1994 - 1999
Skills
Risk Management, Customer Relations, Real Estate, Financial Analysis, Leadership, Forecasting, Customer Service, Portfolio Management, Finance, Project Management, Loans, Management, Analytics, Training, Staff Training, Staff Development, Credit Risk, Asset Underwriting, Credit Underwriting, Relationship Management, Account Management, Business Development, Negotiation, Real Estate Underwriting, Commercial Real Estate, Commercial Loan..., Loan Origination, Underwriting, Real Estate Capital, Data Integrity, Portfolio Strategies, Reporting, Land Acquisition Loans, Commercial Loan..., Residential Development, Loan Agreements, Unsecured Lines of..., Interim Financing, Workout, Debt Restructuring, Debt Management, Debt & Equity Financing, Credit Analysis, Banking, Credit
Education
Cornell University - Johnson Graduate School of Management 2011 — 2011
Executive Leadership Certificate, Leadership
University of Utah - David Eccles School of Business 2000 — 2002
MBA, Business, Economics
Westminster College
BA in International Business
Host Hotels & Resorts August 2013 - Present
Host Hotels & Resorts July 2015 - Present
Host Hotels & Resorts March 2014 - June 2015
Host Hotels & Resorts August 2013 - February 2014
Cornell University May 2012 - May 2013
Wells Fargo May 2012 - August 2012
Hilton Worldwide June 2011 - August 2011
Marriott International June 2010 - August 2010
Education
Cornell University 2009 — 2013
Bachelor of Science, Hotel Administration
Wells Fargo March 2015 - Present
Wells Fargo October 2011 - March 2015
Walt Disney World April 2004 - October 2011
Walt Disney World April 2002 - April 2004
Walt Disney World January 2001 - April 2002
Securian Financial Group (A Minnesota Life Company) January 1998 - January 2001
Medtronic January 1996 - January 1998
Ameriprise Financial Services, Inc. January 1990 - January 1996
Education
Cornell University ILR Certificate Program 2010 — 2010
Graduate Certificate
The George Washington University 2005 — 2005
Graduate Certificate
University of Saint Thomas - School of Business 1996 — 1999
MBA
Florida Agricultural and Mechanical University
BS
Southfield High School
Wells Fargo April 2012 - Present
Elevate Consulting 2009 - 2012
JPMorgan Chase (formerly Washington Mutual) 2007 - 2009
BearingPoint 2005 - 2007
Reynolds & Reynolds 2003 - 2005
City of Los Angeles 2002 - 2002
Skills
Business Process..., Change Management, Center of Excellence..., Corporate Program..., Offshoring / Outsourcing, Operations Management, Post Merger/Acquisition..., Project Leadership, Strategic Communications, Shared Services, Workforce Training, Team Leadership, Leadership, Acquisition Integration, Cross-functional Team..., Center of Excellence, Outsourcing, Team Building, Program Management, Risk Management, Strategic Planning, Training, Strategy, Competitive Analysis, Workforce Development, Management, Business Development, Business Process, Process Improvement, Enterprise Software, Mergers & Acquisitions, Integration, Employee Engagement, Business Process..., Management Consulting, Consulting, Business Strategy
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA, Business Administration
University of California, Los Angeles
B.A., Business, International Development, Public Policy
University of Washington, Foster School of Business
Executive Development Program, (business certificate)
Radford March 2013 - Present
IBM September 2011 - December 2011
Union Bank May 2011 - August 2011
Deloitte Consulting January 2011 - January 2011
Professional Aptitude Council June 2010 - August 2010
UCLA Daily Bruin September 2009 - December 2009
Wells Fargo June 2007 - August 2007
Skills
Microsoft Excel, Outlook, Employee Relations, Human Resources, Teamwork, PowerPoint, Compensations, Executive Compensation..., Microsoft Word, Lotus Notes, Team Leadership, Accountability, Data Analysis, Microsoft Office, Change Management, Performance Management
Education
Cornell University 2010 — 2012
Bachelor of Science (B.Sc.), Industrial and Labor Relations
University of California, Los Angeles 2008 — 2009
Bachelor of Arts (BA), Business Economics
Abraham Lincoln High School 2004 — 2008
Wells Fargo August 2003 - Present
Telmark June 1990 - August 2003
Skills
Instructor-led Training, Needs Analysis, Learning Management..., Learning Management, Leadership Development, Adult Education, Customer Service, ADDIE, Blended Learning, Training Delivery, Instructional Design, Talent Management, Performance Consulting, Captivate, Workshop Facilitation, Training, E-Learning, Performance Management, Coaching
Education
Elmira College 1998 — 2001
Master of Education (M.Ed.), Adult and Continuing Education and Teaching
Cornell University 1988 — 1990
BS, Ag Business
State University of New York College of Agriculture and Technology at Cobleskill 1986 — 1988
M&T Bank August 2013 - Present
Wells Fargo May 2012 - August 2013
U.S. Department of Energy June 2011 - August 2011
Wells Fargo January 2009 - July 2010
Wells Fargo June 2005 - December 2008
Boston Business Journal June 2002 - August 2002
Skills
Cross-functional Team..., CRM, Contract Negotiation, Financial Modeling, Microsoft Excel, Energy, Business Strategy, Valuation, Due Diligence, Finance
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
MBA, MBA
Cornell University 2001 — 2005
BS, Applied Economics and Management
University of Oxford 2004 — 2004
Study Abroad, Politics and History
Law Offices of Paul Garrison September 2006 - Present
Transfield Services Americas, Resources & Energy January 2011 - February 2015
California State Automobile Association (AAA) November 2006 - August 2008
Wells Fargo January 1995 - January 2006
Steinhart & Falconer (now DLAPiper) 1993 - 1995
Littler Mendelson May 1991 - July 1993
Macy's 1986 - 1988
Skills
Legal Writing, Litigation, Commercial Litigation, Legal Research, Mediation, Civil Litigation, Alternative Dispute..., Arbitration, Corporate Law, Courts, Intellectual Property
Education
Vanderbilt University Law School 1988 — 1991
J.D., Law
Cornell University 1982 — 1986
B.S., Labor Relations
Central High School 1980 — 1982
Diploma, Diploma
Wells Fargo August 2011 - Present
Bartko, Zankel, Tarrant & Miller October 2009 - September 2011
ALC/ Esquire/ DTI January 2004 - October 2009
Dollar Thrifty Automotive Group March 2003 - January 2004
Enterprise Rent-A-Car August 2002 - March 2003
Sprint Nextel June 1998 - January 2002
Education
Cornell University 2009 — 2010
Certification, Human Resources
University of Arizona 1997 — 2000
BFA, Emphasis in Psychology, Sociology and Art History
T2 Hospitality October 2012 - Present
Wells Fargo September 2012 - October 2012
Wells Fargo June 2010 - September 2012
Hidden Valley AA December 2009 - June 2010
Ian Schrager Company June 2009 - August 2009
Skills
Financial Modeling, Credit Analysis, Forecasting, Valuation, Hospitality, Financial Analysis, Microsoft Excel, Business Strategy, Management, Negotiation, Business Development, Portfolio Management, Real Estate, Budgets
Education
Cornell University 2007 — 2010
Bachelors, Real Estate/Finance/Hospitality
SPS Commerce July 2010 - Present
SPS Commerce August 2008 - June 2010
Wells Fargo June 2006 - July 2008
Skills
SaaS, Solution Selling, Account Management, Salesforce.com, B2B, Sales Process, Direct Sales, Cold Calling, EDI, Sales, Cloud Computing, Lead Generation, E-commerce, Sales Management, New Business Development, Team Leadership, Supply Chain, Leadership, Strategy, Business Process, Selling, CRM, Sales Operations, Business Planning, Retail, Budgets, Business Intelligence, Strategic Partnerships, Business Development, Sales Presentations, Professional Services, Competitive Analysis, Business Analysis, Software Industry, Product Management, Cross-functional Team..., Vendor Management, Integration, Management, Key Account Management, Customer Retention, ERP, Process Improvement, Analytics, Managed Services, Forecasting, Contract Negotiation, Start-ups, Pricing, Consulting
Education
Cornell University
BS, Communication Major, Education Minor
Dallas Holocaust Museum/Center for Education and Tolerance July 2015 - Present
Dallas Holocaust Museum/Center for Education and Tolerance May 2014 - Present
Girl Scouts of Northeast Texas September 2013 - May 2014
Edward Jones June 2012 - September 2013
Girl Scouts Heart of the South December 2008 - April 2012
Wells Fargo June 2005 - September 2008
American Society of Radiologic Technologists February 2004 - June 2005
The Dannon Company January 1997 - January 2004
Skills
Community Relations, Public Relations, Event Management, Volunteer Management, Strategic Planning, Community Development, Fundraising, Event Planning, Corporate Communications, Grant Writing, Marketing, Media Relations, Newsletters, Nonprofits, Program Development
Education
Trinity University 1983 — 1987
BA, Political Science & French; Communications
Cornell University
Certificate, Management
The University of New Mexico
Certificate, Non Profit Management
M&T Bank August 2013 - Present
Wells Fargo September 2010 - August 2013
Amalgamated Bank November 2009 - September 2010
Eurohypo July 2007 - May 2009
HSBC Bank USA, NA May 2004 - June 2007
Calyon November 1999 - May 2004
Chase Manhattan Bank August 1997 - October 1999
Education
Cornell University 1993 — 1997
BS, Applied Economics and Business Management
Fordham Gabelli School of Business
MBA, Finance
The Abernathy Group II, LLC August 2015 - Present
AngelKings January 2015 - March 2015
The Buckingham Research Group November 2013 - January 2015
Denis Kelleher, Attorney February 2013 - October 2013
Cowen and Company June 2011 - February 2013
Canaccord Genuity Inc. December 2010 - June 2011
Deutsche Bank May 2010 - October 2010
Wells Fargo October 2007 - May 2010
Deutsche Bank June 2004 - July 2007
JPMorgan Chase May 2003 - August 2003
Skills
Equity Research, Hedge Funds, Mergers & Acquisitions, Equity Capital Markets, Valuation, Financial Modeling, Equities, Investment Banking, Private Equity, LBO, Bloomberg, Equity Valuation, Capital Markets, Emerging Markets
Education
Cornell University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Oratory Prep 1996 — 2000
AdMobilize.com August 2014 - April 2015
Barclays November 2014 - November 2014
Hudson Institute June 2014 - July 2014
Cornell University February 2014 - May 2014
Shenqiao Advisory Inc. March 2012 - January 2014
Soochow Securities Co., LTD July 2013 - August 2013
China Galaxy Securities June 2013 - July 2013
Galaxy Alumni Assocation March 2012 - July 2013
Wells Fargo March 2013 - March 2013
Skills
Python, Electronics Repair, System Maintenance, Windows, Microsoft Office, Visual Basic, Stock Trading, PowerPoint, Statistics, Data Analysis, Microsoft Excel, Matlab, Microsoft Word, Java, Research, Bloomberg, Financial Modeling
Education
Cornell University 2015 — 2016
Master of Engineering (M.Eng.), Operational Research
Cornell University 2012 — 2016
B.A., Double Major in Mathematics, Economics; Minor in Business; Computer Science;Law and Society, 3.5
Suzhou Experimental Middle School 2009 — 2012
Senior High School Diploma, Physics and Chemistry, 4.00
Ackman-Ziff July 2014 - Present
Cornell University August 2013 - January 2014
Wells Fargo May 2013 - August 2013
Cornell University August 2012 - December 2012
Madison Marquette May 2012 - July 2012
Savills January 2012 - January 2012
Grand Intercontinental June 2011 - July 2011
Capella Pedregal Hotel & Resort August 2010 - August 2010
Beacon Hotel June 2009 - July 2009
Skills
Microsoft Office, Spanish, Microsoft Excel, Social Media, Argus Modeling, Excel Modeling, Commercial Real Estate, CRE Lending, Real Estate Finance, ServSafe Certified, Real Estate Economics, Marketing, Real Estate, Analysis, Finance, Financial Modeling, Asset Management, Valuation, Budgets, Due Diligence, Market Research
Education
Cornell University 2010 — 2014
Bachelor of Science (B.S.), Hotel Administration
Fundacion Ortega y Gasset Argentina (FOGA)
Spanish
Landon School 2005 — 2010
United Bank February 2014 - Present
Santander Bank, N.A. October 2012 - January 2014
Wells Fargo June 2009 - September 2012
Wachovia, A Wells Fargo Company 2003 - 2008
Fleet Bank 1985 - 2002
Skills
Banking, Commercial Banking, Credit, Loans, Leadership, Relationship Management, Middle Market, Portfolio Management, Sales Management, Credit Analysis, Finance, Mortgage Lending, Capital Markets, Credit Risk, Management, Commercial Lending
Education
Cornell University
MBA, Finance
University of Connecticut 1980 — 1985
BA, Political Science/International Trade and Finance
Dropbox March 2013 - Present
Orchestra, Inc. (now part of Dropbox) April 2011 - March 2013
IDEO May 2007 - April 2011
Expedia, Inc. October 2005 - November 2006
Wells Fargo August 2004 - March 2006
Fleishman-Hillard September 2003 - August 2004
Skills
Web Project Management, Marketing Strategy, Digital Marketing, Social Media, User Experience, Start-ups, Interaction Design, Digital Strategy, Content Strategy, Information Architecture, Social Media Marketing, Marketing Communications, Entrepreneurship, Copywriting, User-centered Design, Public Relations, Product Management
Education
Sotheby's Institute of Art - London 2005 — 2006
MA, Art Business
Cornell University 1999 — 2003
BA, Art History; Visual Studies
Middlesex School 1994 — 1999
high school degree
Consulting, Coaching, Training, and Project Management 2012 - Present
Human Systems Dynamics Institute (HSDI) 2009 - Present
MN Psychological Association 2008 - Present
Wells Fargo 1994 - 2011
Skills
Community Outreach, Organizational..., Leadership Development, Organizational..., Executive Coaching, Coaching, Recruiting, Human Resources, Leadership, Succession Planning, Talent Management, Workshop Facilitation, Training, Team Building, Change Management, Organizational Design, Management, Psychotherapy, Employee Training, Psychology, Performance Management, Conflict Resolution, Career Development, Management Consulting, Career Counseling, Employee Engagement, Onboarding, Interviews, Staff Development, Employee Relations, HR Consulting, Culture Change, Talent Acquisition, Personal Development, Workforce Planning, Resume Writing, Consulting, Employee Benefits, Personnel Management, Performance Improvement, Training Delivery, Emotional Intelligence, Job Analysis, Management Development, Policy, Human Capital, Organizational Behavior, Instructional Design, Job Coaching
Education
University of Saint Thomas 1994 — 1999
PsyD, Psychology
Cornell University
MILR, Human Resources Management, Industrial and Labor Relations, Organization Behavior
Xavier University of Louisiana
BS, Psychology, Marketing
NetSpend Corporation January 2012 - Present
Visa March 2011 - December 2011
Wells Fargo March 2008 - September 2010
Wells Fargo June 2005 - March 2008
Wells Fargo June 2004 - June 2005
Wells Fargo June 2001 - June 2004
SelfCare (health and wellness e-commerce) March 1999 - December 2000
Morgan Stanley (formerly Smith Barney) June 1997 - June 1998
Skills
Strategic Planning, Cross-functional Team..., Market Research, Financial Services, Analytics, Strategy, Product Management, Direct Marketing, Segmentation, Marketing Strategy, CRM, Database Marketing, Financial Analysis, E-commerce, Product Marketing, Program Management, Analysis
Education
Cornell University 1993 — 1997
B.S.
National Football League August 2010 - Present
Wells Fargo 2008 - 2010
Wells Fargo 2007 - 2008
Wells Fargo 2004 - 2007
Citi 1999 - 2004
PwC 1997 - 1999
GE Capital 1994 - 1995
GTE (now Verizon) 1992 - 1994
Skills
Organizational..., Talent Management, Consulting, Financial Services, Human Resources, Leadership, Strategy, Change Management, Management, Asset Managment, Wealth Management, Asset Management, Succession Planning
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1995 — 1997
M.B.A., Business Administration and Management, General
Cornell University 1988 — 1992
B.S., Industrial & Labor Relations
BlackRock June 2011 - Present
Burnham Sterling May 2010 - May 2011
Babcock & Brown May 1991 - February 2010
Wells Fargo 1987 - 1989
San Francisco 49ers 1981 - 1989
Skills
Financial Structuring, Investment Banking, International Tax, Structured Finance, Structured Products, Acquisitions, M&A experience, Aircraft Leasing, Risk Management, Financial Analysis, Mergers & Acquisitions, Private Equity, Restructuring, Project Finance, Investment Management, Tax, Equity Capital Markets, Software Documentation, Corporate Governance, Investments, Syndications, Treasury Management, Start-ups, Financial Modeling, Alternative Investments, Equities, Financial Advisory, Strategy, Due Diligence, Venture Capital, Negotiation, Portfolio Management, Corporate Finance, Aircraft Finance, IPO, Hedge Funds, Investor Relations, Management, Credit, Mutual Funds, Databases, Financial Services, Valuation, Business Planning, Business Strategy, Hedging, Business Development, Derivatives, Debt Restructuring, Real Estate
Education
Cornell University - S.C. Johnson Graduate School of Management 1989 — 1991
MBA
University of California, Berkeley 1981 — 1985
B.A., Economics
Jaguar Growth Partners July 2014 - Present
Fortress Investment Group August 2011 - June 2014
Voras Capital August 2009 - July 2011
Och-Ziff Capital Management 2008 - 2009
Morgan Stanley 2002 - 2008
Citigroup 1998 - 2000
Wells Fargo 1996 - 1998
Arthur Andersen LLP 1995 - 1996
Skills
Investments, Valuation, Due Diligence, Mergers & Acquisitions, Asset Management, Real Estate, Financial Modeling, Private Equity, Investment Properties, Real Estate Economics
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA
Cornell University 1991 — 1995
BS, Hotel Administration
GE Capital Markets - Leveraged Finance 2014 — Present
Wells Fargo Securities - Leveraged Finance 2012 — 2014
Fortis Capital 2007 — 2009
Wells Fargo 2005 — 2006
Morgan Stanley 2003 — 2005
Skills
Corporate Finance, Valuation, Financial Analysis, Financial Modeling, Investment Banking, Options, Trading, Capital Markets, Analysis, Financial Services, Investments, Equities, Private Equity, Mergers & Acquisitions, Finance
Education
Cornell University 1977 — 2004
Bachelor of Science (BS), Operations Research and Gender Studies
USC Marshall School of Business 2000 — 2004
Master of Business Administration (MBA)
Wells Fargo June 2014 - August 2014
Deloitte Consulting August 2008 - June 2013
RiskMetrics Group (acquired by MSCI Inc. in 2010) May 2007 - August 2008
Skills
Spanish - Fluent, Software Development..., Microsoft Visio, Microsoft Project, Business Analysis, Business Process..., MS Project, Visio, Business Intelligence, PMO, IT Strategy, Project Management, Program Management, Management Consulting, Business Process, SDLC, Risk Management, Data Analysis, Analysis, Business Process Design, SharePoint, Change Management, Software Project..., Requirements Gathering, Leadership, CRM, Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA), Finance
Cornell University 2004 — 2008
B.S., Computer Science, College of Engineering, Cum Laude
Strake Jesuit College Preparatory 2004 — 2008
High School Diploma
Extended Stay America 2015 - Present
Hersha Hospitality 2014 - 2015
Shilo Inns Suites Hotels 2011 - 2014
Marriott International 2010 - 2011
Oxford Suites 2006 - 2010
New Horizons Computer Learning Centers 2005 - 2006
Wells Fargo 2002 - 2005
Clearview, inc 1999 - 2002
Fleetwood Homes, Inc 1996 - 2001
Education
Michigan State University 2015 — 2015
Hospitality Business Management
Stanford University 2013 — 2014
Cornell University 2014 — 2015
OTT Online Travel Training 2014 — 2014
OTT Travel Master Guru
University of Pennsylvania - The Wharton School 2013 — 2014
Cornell University 2006 — 2006
Certificate
University of Virginia Darden School of Business 2013 — 2013
University of California, Irvine 2012 — 2013
Market Motive OMCP
Certification
Google 2013 — 2013
Certificate
McGraw-Hill Federal Credit Union November 2013 - Present
Kappa Sigma Fraternity June 2011 - Present
TD May 2012 - August 2013
Creative Financial Group of NJ November 2011 - May 2012
Wells Fargo September 2005 - November 2011
Staples 2001 - 2003
Skills
Asset Allocation, Series 63, Investments, Series 6, Strategic Financial..., Mutual Funds, Retirement Planning, Insurance, Wealth Management, Health Insurance, Disability Insurance, Mortgage Lending, Financial Services
Education
Cornell University 1995 — 1999
Bachelor of Science, Communications Information Systems & Technology
Wells Fargo January 2011 - Present
Wells Fargo July 2008 - December 2010
Amgen May 2007 - August 2007
URS Corporation April 2001 - June 2006
Skills
Financial Modeling, Valuation, Due Diligence, Financial Analysis, Mergers, Corporate Finance, Business Strategy, Cross-functional Team..., Analytics, Competitive Analysis, Strategy, Finance, Business Analysis, Risk Management, Investments, Strategic Planning, Forecasting, Project Management, Business Development, Acquisition Integration
Education
Cornell University - Johnson Graduate School of Management 2006 — 2008
MBA, Finance
University of California, Berkeley
BS, Civil Engineering
Wells Fargo November 2011 - Present
Levi Strauss & Co. January 2011 - November 2011
Wells Fargo June 2010 - January 2011
AAA March 2003 - November 2009
Accenture July 2001 - March 2003
Skills
Strategy, Management, Program Management, Process Improvement, Cross-functional Team..., Product Management, Business Analysis, Marketing Strategy, Analysis, Leadership, SDLC, Entrepreneurship, Business Development, Business Process..., Business Process, Project Portfolio..., Marketing, Outsourcing, Business Strategy, Vendor Management, Project Management
Education
Cornell University
Bachelor of Science (B.S.), Mechanical Engineering
North Carolina School of Science and Mathematics
BSI Financial Services June 2014 - December 2014
Cornell University August 2012 - August 2013
Wells Fargo Home Mortgage November 2011 - July 2012
SeraCare Life Sciences August 2011 - October 2011
Wells Fargo October 2010 - March 2011
National Cancer Institute May 2010 - August 2010
Hood College January 2008 - May 2010
SAIC October 2009 - January 2010
The Boyce Thompson Institute for Plant Research at Cornell University June 2009 - August 2009
Gettysburg College IT Department August 2005 - May 2006
Skills
Research, ArcMap, ArcGIS Pro, ArcGIS, Data Analysis, Microsoft Office, Customer Service, R, Data Entry, Microsoft Excel, Microsoft Word, Environmental Policy, Non-profit Volunteer, Bioinformatics, Genetics, Writing, Loan Servicing, Non-profit Donor..., Customer Support, Organization &..., Environmental Awareness, Animal Welfare, Online Advocacy, Climate Change, Computer Repair, Sustainability, Environmental Issues, Activism, Computational Biology, Perl, Statistical Data..., Large-scale Data..., Nonprofits, Community Outreach, Acknowledgements, Technology, Multitasking Skills, Analysis, Molecular Biology
Education
The Johns Hopkins University 2014 — 2018
Master’s Degree, Environmental Science and Policy, 3.53 GPA
Cornell University 2012 — 2013
Genetics, Genomics, & Development PhD Program, 3.214 GPA
Hood College 2006 — 2010
Bachelor of Arts (BA), Biology, French, 3.31 GPA
Université Laval 2008 — 2008
French Language and Literature, 4.0 GPA
Gettysburg College 2005 — 2006
Lycoming College 2004 — 2004
4.0 GPA
Deutsche Bank April 2012 - Present
Credit Suisse August 2009 - April 2012
Wells Fargo January 2009 - July 2009
Wachovia, A Wells Fargo Company June 2006 - December 2008
Skills
FX Options, Fixed Income, Investment Banking, Sales
Education
Cornell University 2002 — 2006
BS, Applied Economics & Management
SunTrust Bank February 2014 - Present
PNC Private Client Group October 2012 - February 2014
Wells Fargo July 2008 - September 2012
Countrywide Home Loans January 2007 - July 2008
Home123 June 2005 - January 2007
Accredited Home Lenders October 2003 - June 2005
Asset Direct Mortgage October 2002 - October 2003
HomeGold Mortgage Inc September 2001 - October 2002
HomeGold Financial 2001 - 2002
Banc One Finanacial Services 1996 - 1998
Skills
Underwriting, Recruiting, Training, District, Negotiation, B2B, Start-ups, Profit, Mortgage Lending, Credit, Loans, Banking, Branch Management, Sales Management, Mortgage Banking, Sales, FHA, Budgets, Leadership, Management, Loan Origination, Finance, Retail Banking, Portfolio Management, Credit Analysis, Marketing, Refinance, Small Business Lending, Coaching, Consumer Lending, Commercial Lending, Residential Mortgages, Business Planning, Lines Of Credit, Real Estate, Relationship Management
Education
Cornell University - S.C. Johnson Graduate School of Management 2000 — 2000
Non-Degree Program, Industrial Labor Management, N/A
Expert Rating Personal Trainer Certification
CPT, Certified Personal Trainer
Arsenal Technical H.S.
Cornell University September 2015 - Present
Wells Fargo May 2015 - August 2015
Cornell University January 2015 - May 2015
U.S. Energy Information Administration June 2014 - August 2014
USDA November 2013 - May 2014
D&B Engineers and Architects, P.C. June 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, ArcMap, ArcGIS, PowerPoint, Customer Service, Environmental Science, Environmental Awareness, Sustainability, Renewable Energy, Matlab, Sustainable Development, Environmental Issues, Agriculture, Programming, Environmental Impact..., Environmental Policy, GIS, Environmental...
Education
Cornell University 2013 — 2016
Bachelor's Degree, Environmental Science and Sustainability
Hamilton College 2012 — 2013
Environmental Studies
ELM Advisors, LLC 2005 - Present
Smith Barney 1998 - 2005
Catholic Charities/Lenders for Community Development 1996 - 1998
Wells Fargo 1995 - 1996
Sanford C. Bernstein 1990 - 1994
Investor Responsibility Research Center (IRRC) Institute 1988 - 1990
Education
Cornell University 1984 — 1988
B.A. Government
Castilleja School 1979 — 1984
Wells Fargo June 2015 - Present
Sell Your Old Apple, Inc. August 2009 - Present
H-Fin Capital Advisors January 2014 - June 2015
Health Care REIT May 2014 - August 2014
VantAge Pointe Capital Management & Advisory January 2014 - May 2014
Goldman Sachs May 2013 - August 2013
Skills
Product Management, Management, Marketing, Entrepreneurship, Salesforce.com, Sales, Finance, Start-ups, Facebook, Customer Service, Strategy, Valuation, Public Speaking, Business Strategy, Real Estate
Education
Cornell University 2011 — 2015
Hotel Administration, Real Estate & Finance
Bank of America Merrill Lynch November 2014 - Present
Wells Fargo September 2008 - April 2014
Wells Fargo January 2008 - September 2008
Citi June 2006 - September 2006
AT&T February 2000 - July 2005
Skills
Risk Management, Financial Modeling, Finance, Business Strategy, Start-ups, Due Diligence, Project Management, Strategy, Valuation, Credit, Financial Analysis, Portfolio Management, Mergers & Acquisitions, Credit Risk, Management, Capital Markets, Real Estate, Loans, Forecasting, Financial Services
Education
Cornell University - Johnson Graduate School of Management 2005 — 2007
MBA, MBA Student
Georgia Institute of Technology
BEE, Electrical Engineering
Upstart Network June 2015 - Present
Wells Fargo November 2014 - June 2015
Wells Fargo May 2014 - November 2014
Wells Fargo November 2013 - May 2014
Slope Day Program Board April 2012 - May 2013
Cornell University Program Board January 2012 - May 2013
Cornell Productions January 2012 - May 2013
Cornell Store January 2012 - May 2013
Cornell Concert Commission January 2010 - May 2013
Trust for Conservation Innovation August 2012 - August 2012
Skills
Social Media, Non-profits, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Loan Origination, Cross Selling, Retail Banking, Consumer Lending, Deposits, Loans, Cash Management, Customer Service, Sales, Social Networking, Event Planning
Education
Cornell University, College of Arts and Sciences 2009 — 2013
Bachelor of Arts, Economics
Cornell University
pursuing music, family, and community December 2014 - Present
Wells Fargo 2000 - 2014
Wells Fargo January 2000 - April 2012
Skills
User-centered Design, Interaction Design, Information Architecture, User Experience, User Interface Design, Usability Testing, Visual Design, Accessibility, Typography, Creative Direction, Art Direction, Copywriting, User Experience Design, Experience Design, Information Design
Education
Cornell University 1967 — 1971
LaSalle Hotel Properties June 2013 - Present
Wells Fargo June 2012 - August 2012
Bank of America Merrill Lynch May 2011 - August 2011
Saxbys Coffee May 2010 - August 2010
Moorestown Running Company May 2007 - August 2007
Education
Cornell University 2009 — 2013
Bachelor of Science (BS), Hospitality Management, Real Estate Minor
Moorestown High School 2005 — 2009
Wells Fargo December 2013 - Present
First Niagara Bank October 2011 - November 2013
Susquehanna Bank June 2010 - October 2011
Radnor Trust Company September 2006 - June 2010
PNC Bank March 2002 - September 2006
Education
Cornell University
MS
Pitzer College
BS
TriPost Capital Partners, LLC August 2014 - Present
Prudential Financial July 2013 - July 2014
Wells Fargo May 2012 - August 2012
Wyndham Worldwide June 2011 - August 2011
Marcus & Millichap June 2010 - August 2010
Skills
Valuation, Financial Modeling, Microsoft Excel, Investments, Financial Analysis, Asset Managment, Microsoft Office, Bloomberg, PowerPoint, Due Diligence, Real Estate Economics, Bloomberg Terminal, Microsoft Word, Real Estate, Real Estate Financing, Commercial Real Estate, Economics, Business Analysis, Asset Management, Real Estate Transactions
Education
Cornell University 2009 — 2013
Bachelor of Science (BS); Minor in Real Estate and Concentration in Law, School of Hotel Administration
Pingry 2005 — 2009
The Carlyle Group September 2013 - Present
American Capital August 2012 - September 2013
Wells Fargo June 2010 - August 2012
UBS Investment Bank June 2008 - August 2008
Skills
Financial Modeling, Valuation, LBO, Investment Banking, Private Equity, Financial Analysis, Corporate Finance, Due Diligence, Leveraged Finance, Investments, Capital IQ, Corporate Development, Alternative Investments, Equity Research
Education
University of Southern California - Marshall School of Business 2009 — 2010
Master, Accounting
Cornell University 2004 — 2008
B.A., Philosophy
N3 Eve Financial August 2007 - Present
KeyCorp July 2002 - February 2007
Capital One August 2000 - June 2002
Wells Fargo August 1996 - March 1998
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, English, Research, Outlook, Windows, C++, Customer Service, Java, Financial Analysis
Education
Cornell University - Johnson Graduate School of Management 2002 — 2004
Master of Business Administration (M.B.A.), Finance
The Ohio State University 1996 — 2000
Bachelor of Science (BS), Business
Wells Fargo July 2015 - Present
TIAA-CREF September 2014 - January 2015
TEKsystems November 2013 - July 2014
Artech Information Systems April 2013 - November 2013
Commercial Real Estate December 2012 - April 2013
Artech Information Systems March 2012 - November 2012
Artech Information Systems March 2012 - November 2012
Bank of America June 2006 - September 2011
General Dynamics February 2005 - June 2006
MCI April 2003 - February 2005
Skills
Financial Analysis, Microsoft Excel, Master Data Management, Metadata Management, Data Quality Control, Data Analysis, Process Improvement, Procedure Development, Lease Documentation, Advanced Excel, Data Provisioning, Commercial Real Estate..., Property Appraisals, SharePoint, Capital Budgeting, Variance Analysis, Financial Planning, Budgeting, Corporate Real Estate, Project Management, Property Condition and..., Property Cash Flows, Data Mining, Budgets, Leadership, Risk Management, Program Management, SDLC, Forecasting, Financial Modeling, Business Analysis
Education
Cornell University
B.S, Applied Economics and Business Management
BOMA
Facilities Planning and Management Course
New York University
JPMorgan Chase & Co. 2014 - Present
JPMorgan Chase & Co. 2006 - 2014
Limited Brands, Victoria's Secret Direct 2002 - 2006
Principal Financial Group 2001 - 2002
Wells Fargo 2000 - 2001
Wells Fargo 1998 - 2000
City of East Palo Alto 1994 - 1997
Skills
Marketing Strategy, Strategic Planning, Marketing, Management, Direct Marketing, Analysis, CRM, Analytics, Leadership, Email Marketing, EMV, Project Management, Product Management, Product Development, Strategy, Financial Services, Customer Acquisition, Segmentation, Business Analysis, Banking
Education
Stanford University Graduate School of Business 1997 — 1999
Master of Business Administration (M.B.A.), Business
University of North Carolina at Chapel Hill 1992 — 1994
Master's Degree, City & Regional Planning
Cornell University 1988 — 1992
Bachelor's Degree, City & Regional Planning
Philadelphia High School for Girls
High School
Wells Fargo 2010 - Present
Viewpointe LLC (Financial Services Technology) 2006 - 2010
Parks Consulting 2003 - 2006
SunTrust Bank 2002 - 2003
BroadVision 2001 - 2002
Wolfe and Associates 1996 - 2001
Federal Reserve Bank of New York 1988 - 1996
Skills
Product Development, Strategy, Product Marketing, CRM, Analysis, Strategic Leadership, Management, Business Strategy, Turn Around Management, Mergers & Acquisitions, E-commerce, New Business Development, Market Research, Leadership, Product Management, Business Analysis, Business Development, Enterprise Software, Program Management, Financial Services, Vendor Management, Consulting, Process Improvement, Integration, SDLC, Strategic Partnerships, Payments, IT Strategy, Business Intelligence, Executive Management
Education
Stanford University 1984 — 1986
Masters of Science
Stanford University 1978 — 1982
Bachelor of Science with Honors
Cornell University
University of Chicago
PhD Candidate and Searle Fellow
Associated Bank September 2012 - Present
Systems In Motion 2011 - November 2012
Jordan Jaden Partners, Inc. November 2003 - March 2010
Wells Fargo 2001 - 2003
Banc America Securities November 1996 - January 2000
Computer Sciences Corporation June 1995 - November 1996
Citibank 1982 - 1995
Skills
Outsourcing, SDLC, Cloud Computing, Project Management, Software Development, Vendor Management, Integration, Process Improvement, Networking, IT Strategy, Enterprise Architecture, Agile Methodologies, Data Warehousing, Business Analysis, SaaS, Strategy, Business Intelligence, IT Management, Requirements Analysis, Software Project..., Information Technology, SOA, Program Management, Enterprise Software, Data Center, Management, Start-ups
Education
Cornell University 1978 — 1982
BA
Kohlberg Kravis Roberts & Co. November 2004 - June 2014
JP Morgan August 2003 - October 2004
Wells Fargo October 1997 - May 2001
Emery Worldwide July 1996 - October 1997
Skills
Financial Modeling, Corporate Finance, Investment Banking, Valuation, Private Equity, Financial Analysis, Capital Markets, Due Diligence, Investments, Alternative Investments, Fixed Income, Bloomberg, Finance, Hedge Funds, Equity Research, Mergers & Acquisitions, Equities, Business Strategy
Education
The Wharton School, University of Pennsylvania 2001 — 2003
MBA
Cornell University 1992 — 1996
BS
Wells Fargo July 2011 - Present
HSBC April 2007 - December 2010
HSBC October 2005 - March 2007
Swiss American Securities Inc., a subsidiary of Credit Suisse December 2001 - December 2002
The Mitchell Madison Group (MMG) August 2000 - June 2001
UBS (formerly Swiss Bank Corporation) January 1995 - August 1998
UBS (formerly Swiss Bank Corporation) January 1993 - December 1995
UBS (formerly Swiss Bank Corporation) September 1991 - December 1992
UBS (formerly Swiss Bank Corporation) August 1990 - August 1991
Skills
Banking, Correspondent Banking, International Business, Cash Management, Payments, Strategy, Treasury Management, Business Development, Sales & Marketing, Latin America, Financial Services, CRM, Management, Risk Management, Credit
Education
Cornell University - S.C. Johnson Graduate School of Management 1998 — 2000
MBA
New York University - Leonard N. Stern School of Business 1992 — 1993
Professional Program in Business
St. Joseph's College 1984 — 1988
Bachelor of Arts (BA)
JPMorgan Chase & Co. December 2014 - Present
JPMorgan Chase June 2013 - November 2014
JPMorgan Chase May 2011 - June 2013
Wells Fargo August 2010 - April 2011
McKinsey & Company July 2006 - August 2010
US Army May 1997 - August 2004
Skills
Financial Modeling, Strategy, Management Consulting, Business Strategy, Corporate Development, Analytics, Leadership, Strategic Planning, Cross-functional Team..., Strategic Partnerships, Leadership Development, Start-ups, Business Process..., Team Leadership, Competitive Analysis, Business Development, Business Analysis, Business Planning, Corporate Finance, Entrepreneurship, Financial Analysis, Product Management
Education
Cornell University 2004 — 2006
MBA
United States Military Academy at West Point 1993 — 1997
BS, Economics
Morgan Stanley October 2010 - Present
Marin Valentine's Ball Foundation October 2009 - October 2012
MechBank August 2009 - September 2010
Barclays Capital June 2008 - August 2008
Sacramento Child Advocates June 2006 - June 2007
Citigroup July 2003 - June 2007
Wells Fargo August 2002 - July 2003
Cisco WebEx February 2000 - August 2002
Bank of America Merrill Lynch March 1996 - February 2000
Skills
Financial Modeling, Corporate Finance, Investments, Due Diligence, Business Development, Investment Banking, Leadership, Management, Portfolio Management, Strategy, Private Equity, Venture Capital, Loans, Financial Analysis, Emerging Markets, Equities, Risk Management, Start-ups, Mergers & Acquisitions, Forecasting, Management Consulting, Capital Markets, Alternative Investments, Investment Management, Asset Management, Finance, Commercial Real Estate, Fundraising, Real Estate, Corporate Development, Competitive Analysis, Financial Markets, Relationship Management, Financial Services, Financial Structuring, Leveraged Finance, Business Valuation, Credit, Fixed Income, Derivatives, Bloomberg, Syndications, Internet Services, Investment Research, Philanthropy, Career Counseling, Executive Management, Hedge Funds, Corporate Lending, Career Advice
Education
Cornell University - Johnson Graduate School of Management
MBA, Accounting and Finance
University of San Francisco
BS, Applied Economics
Wells Fargo January 2012 - Present
Wells Fargo Bank February 2009 - January 2012
Wells Fargo Internet Services Group 2009 - December 2010
Wells Fargo 2008 - 2009
Wells Fargo Bank 2002 - June 2008
Wells Fargo Bank July 2002 - December 2006
DigitalThink April 1999 - January 2002
Mitchell Madison Group August 1997 - April 1999
Mitchell Madison Group August 1993 - September 1995
Skills
Product Management, P&L Management, Customer Analytics, Customer Loyalty, Market Research, Vendor Relations, IT Management, Customer Research, Experience Design, Customer Experience, Customer Acquisition, Credit Cards, Segmentation, Product Strategy, Analytics, Product Development, Marketing Strategy, Strategic Planning, Vendor Management, Business Strategy, Mobile Payments, Retail Banking, Business Planning, Strategy Development, Executive Management, Payments, Competitive Analysis, Customer Insight, Commercial Banking, Banking, E-commerce, Customer Retention, Risk Management, Strategy, Business Development, Creative Strategy, Financial Services, SaaS, Management, Senior Stakeholder..., Role Model, Creative Problem Solving, Project Management, Animal Welfare, Executive Development, Creative Direction, Internet Banking, Corporate Branding, Senior Executive..., Multi Tasking
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA
Cornell University 1989 — 1993
BA
Robert College 1982 — 1989
High School
IBM August 2015 - Present
Woksam View LLC September 2009 - Present
Aviana Global Technologies April 2012 - July 2015
IBM April 2010 - April 2012
Bank of the West November 2008 - February 2010
Wells Fargo April 2007 - November 2008
Bank of America August 2000 - March 2007
Northwest Portland Area Indian Health Board (NPAIHB) August 1997 - August 2000
Skills
SPSS, Modeler, Clementine, Consultant Coordination, Consultative Selling, Business Analysis, Data Analysis, Predictive Modeling, Psychometrics, Cluster Analysis, Business Analytics, Analytics, Predictive Analytics, Data Mining, Selling, Leadership, Enterprise Software, Data Modeling, SAS, Forecasting, Product Management, Market Research, Statistical Modeling, Management, Product Marketing, Statistics, Analysis, Entrepreneurship, Business Intelligence, SaaS, Segmentation, CRM
Education
Cornell University 1991 — 1995
BS, College of Human Ecology: Biology, Health & Society
Wells Fargo February 2013 - Present
Wells Fargo January 2000 - February 2013
Rural/Metro Corporation September 1991 - December 1999
Roger Lange & Company June 1987 - August 1989
Skills
Enterprise Software, Software Development, Banking, Business Analysis, Leadership, Management, Vendor Management, SDLC, Strategy, Enterprise Architecture, Process Improvement, Program Management, Risk Management, Integration, Requirements Analysis, IT Strategy, Financial Services, Business Intelligence, SOA, Visio, 24x7 Production Support, Microsoft Excel
Education
University of Illinois at Urbana-Champaign - College of Business 1989 — 1991
MBA, Information Technology
University of Illinois at Urbana-Champaign - College of Business 1983 — 1987
BS, Finance
Cornell University 1981 — 1983
Engineering
Wells Fargo October 2014 - Present
The Nature Conservancy January 2013 - October 2014
The Nature Conservancy February 2011 - January 2012
The Nature Conservancy February 2007 - March 2011
Drexel University July 2004 - February 2007
The Vanguard Group March 2003 - July 2004
The Vanguard Group April 2002 - March 2003
The Vanguard Group February 2001 - April 2002
Grand Traverse Regional Land Trust May 1999 - May 2000
American Rivers June 1998 - August 1998
Skills
Fundraising, Planned Giving, Donor Relations, Board Development, Volunteer Engagement, Stewardship, Grant Writing, Event Planning, Nonprofits, Philanthropy, Volunteering, Leadership, Higher Education, Community Outreach, Program Development, Volunteer Management, Non-profits, Annual Giving, Non-profit..., Grants
Education
Drexel University - College of Business and Administration 2009 — 2011
MBA, Business Administration
Cornell University 1995 — 1999
B.S., Natural Resources
Bank of America March 2011 - Present
Wells Fargo April 2006 - March 2011
Bank of America July 2003 - April 2006
Capital One 2001 - 2003
Education
Cornell University 1997 — 2001
Fudan University 1993 — 1997
Wells Fargo June 2009 - Present
Wells Fargo July 2007 - May 2009
Wells Fargo March 2006 - June 2007
STC U.S. May 2001 - November 2002
Goldman Sachs June 1998 - February 1999
Morgan Stanley July 1997 - June 1998
Arthur Andersen July 1996 - June 1997
Skills
Portfolio Management, Fixed Income, Investments, Equities, Structured Finance, Credit, Investment Banking, Credit Risk, Mergers & Acquisitions, Valuation
Education
Cornell University 1992 — 1996
B.S.
Wells Fargo June 2006 - Present
General Electric April 2003 - June 2006
Cap Gemini Ernst & Young July 1998 - April 2003
Larsen & Toubro Infotech July 1994 - July 1998
Skills
Integration, Project Management, Project Delivery, Management, Six Sigma, Leadership, Mergers & Acquisitions, Consulting, Portfolio Management, Finance, SDLC, Business Analysis, IT Strategy, Vendor Management, Enterprise Architecture, Data Warehousing, Process Improvement, Business Intelligence, ETL
Education
Washington University in St. Louis - Olin Business School 2004 — 2005
MBA, Strategy, Finance, Economics
Cornell University 2007 — 2007
Executive Leadership
Washington University in St. Louis 2005 — 2006
Masters in Information Management, Information Technology Management
Visvesvaraya National Institute of Technology 1990 — 1994
BS, Computer Science
PoliSocial Analysis 2014 - Present
Minnesota Literacy Council July 2010 - Present
EXCO - Experimental Community Education of the Twin Cities June 2009 - September 2012
Service Employees International Union (SEIU) 2011 - 2012
United Health System 2005 - 2010
Employee Benefit Research Institute 1997 - 1997
Wells Fargo 1985 - 1996
Skills
Public Policy, Research, Political Science, Qualitative Research, American Politics, Teaching, Health Economics, Political Economy, Political Philosophy, Financial Analysis, Health Insurance, Public Speaking, Policy Analysis, Nonprofits, Policy Research, Quantitative Analytics, Politics, Legislative Relations, Economics, Program Management, Government, Strategy, Analysis, Adult Education, Program Development, Report Writing, Academic Writing, Social Sciences, Workshop Facilitation, Education Policy, Writing, Legislative, Public Policy Research, Math Teaching
Education
Cornell University
Master's, Government, also: Graduate Teaching Assistant
University of Minnesota-Twin Cities
Bachelors, Political Science, Minor: Economics (informal)
Wells Fargo November 2010 - Present
Wells Fargo June 2001 - October 2010
CTA Incorporated January 1991 - June 2001
Education
Cornell University
Bachelor's Degree, Electrical and Electronics Engineering
Cornell University
Master's Degree, Electrical and Electronics Engineering
Wells Fargo December 2012 - Present
HSBC January 2012 - December 2012
Falfurrias Capital Partners August 2008 - January 2012
Wachovia Capital Markets June 2000 - August 2008
Education
Cornell University 1996 — 2000
BS
Wells Fargo June 2010 - Present
Bank of America December 2007 - May 2010
Merkle July 2005 - December 2007
Skills
Credit Risk, Portfolio Management, Financial Risk, Analytics, Market Risk, Equities, Analysis, Credit, Segmentation, Basel II, SAS, Predictive Modeling, SAS programming, Statistical Modeling, Predictive Analytics
Education
Cornell University
MS, Statistics
Tianjin University
BS, Chemistry
Tsinghua University
MS, Biochemistry
Wells Fargo May 2006 - Present
Allen & Overy 2005 - 2006
Schulte Roth & Zabel LLP 2003 - 2005
Education
University of Pennsylvania Law School 2000 — 2003
JD, Law
Cornell University 1995 — 1999
Bachelor of Arts (B.A.), American Government and Politics (United States)
FTV Capital April 2013 - Present
FTV Capital September 2008 - March 2013
FTVentures April 1999 - September 2008
Wells Fargo 1990 - 1998
Education
Cornell University - Johnson Graduate School of Management 1983 — 1985
MBA, Marketing/Finance
University of California, Los Angeles 1979 — 1983
BA, Economics
Miramonte HS
Wells Fargo June 2014 - Present
HVS March 2005 - June 2014
Marriott International 1998 - 2002
Skills
Real Estate Economics, Valuation, Real Estate Development, Feasibility Studies, Asset Managment, Hotels, Real Estate, Due Diligence, Appraisals, Hospitality, Financial Modeling, Disposition, Real Estate Financing, Investments, Location Intelligence, Yield Management, Luxury, Private Equity, Contract Negotiation, Finance, Hotel Management, Real Estate Transactions, Hospitality Industry, Revenue Analysis, Front Office, Market Analysis, Property Management..., Financial Analysis, Investment Properties, Hospitality Management, Resorts, Hotel Asset Management, Property Management
Education
Cornell University 1994 — 1998
BS, Hotel/Motel Administration/Management
Wells Fargo October 2013 - Present
Wells Fargo September 2009 - October 2013
Evergreen Investments August 2000 - September 2009
putnam investments 1999 - 2000
Skills
Mutual Funds
Education
Cornell University 1994 — 1999
Wells Fargo AssociateGroom Law GroupOctober 2009 - March 2015
Federal Reserve Bank of Atlanta April 2002 - July 2006
Skills
ERISA, Legal Research, Litigation, Legal Writing, Civil Litigation, Corporate Law, Westlaw, Employment Law, Courts, Appeals, Commercial Litigation, Employee Benefits
Education
University of Georgia School of Law 2006 — 2009
Doctor of Law (JD)
Cornell University 1996 — 2000
BS, Management
Great Place to Work Institute, Inc. December 2007 - September 2009
Chela Education Financing May 2000 - October 2006
Palo Alto Medical Foundation 1997 - 1998
Federal Home Loan Bank of San Francisco October 1987 - January 1990
Wells Fargo May 1985 - May 1986
Crocker Bank August 1976 - May 1985
Crocker National Bank 1976 - 1985
Skills
Budgeting, Access, Reporting & Analysis
Education
Stanford University Graduate School of Business 1974 — 1976
MBA, Finance
Cornell University 1967 — 1971
BA, Sociology
Wealth Clinic August 2014 - Present
Wells Fargo November 2012 - August 2014
Allison James Estates & Homes April 2012 - November 2012
Keller Williams Realty April 2008 - April 2012
Parents for Public Schools 2010 - 2012
The Telework Solution June 2011 - September 2011
Intero Real Estate Services March 2002 - April 2008
Century 21 Don Casler Realty December 1998 - April 2002
American Red Cross Northern Nevada August 1997 - October 1998
Truckee Donner Chamber of Commerce August 1995 - September 1997
Skills
Coaching, Contract Negotiations, Real Estate, Selling, Negotiation, Contract Negotiation, Luxury, Customer Service, Database Management, Fundraising, Sales Management, Sales, First Time Home Buyers, Public Relations, Entrepreneurship, Vacation Homes, Marketing, Online Marketing, Management
Education
University of Nevada-Reno 1995 — 2000
MBA, Management
Cornell University 1986 — 1990
BS Degree, Economics
Wells Fargo 2008 - Present
Bear Stearns 2006 - 2008
Morgan Stanley 2000 - 2006
Legg Mason 1998 - 2000
Skills
Structured Products, CMBS, Investment Banking, Research, Fixed Income, Securitization, Capital Markets, Bloomberg, Equities, Hedge Funds, Securities, Debt, Credit Analysis, Asset Management, Investments, Loans, Real Estate Finance, Underwriting, Commercial Mortgages, Series 7, Equity Research, Real Estate Investment, Real Estate, Structured Finance, Asset Managment, Financial Modeling
Education
University of Maryland - Robert H. Smith School of Business 1995 — 1999
MBA, Finance
Cornell University 1984 — 1988
Wells Fargo May 2015 - Present
Wells Fargo April 2012 - April 2015
Wells Fargo December 2009 - March 2012
KCB Bank Group August 2003 - June 2009
KCB Bank Group March 2000 - July 2003
Skills
HR Policies, Recruiting, Labor Relations, Employee Engagement, Talent Management, Data Analysis, Community Outreach, Volunteering, Small Business, Commercial Banking, Branch Banking, Risk Management, Financial Analysis, Credit, Leadership Development, Customer Service, Microsoft Office, Banking, Credit Analysis, Retail Banking, Public Speaking
Education
University of Wisconsin-River Falls 2014 — 2016
Master of Business Administration (M.B.A.)
University of Wisconsin-River Falls
Economics
Kenya Methodist University
Bachelor's Degree, Human Resources Management and Services
Cornell University
Professional Certification, HR Management
University of Nairobi
Wells Fargo April 2001 - Present
Employease April 2000 - April 2001
Skills
Testing, Quality Center, Software Quality..., Test Cases, Test Planning, Regression Testing, Defect Tracking, Quality Assurance, SDLC, SharePoint, Requirements Gathering, Requirements Analysis, System Testing, Agile Methodologies, Manual Testing, Business Requirements, User Acceptance Testing, JIRA, Scrum, LoadRunner, HP Quality Center
Education
Cornell University
BS
Wells Fargo May 2014 - Present
Citi May 2013 - May 2014
Citi February 2011 - April 2013
Discover Financial Services August 2009 - January 2011
Discover Financial Services November 2007 - August 2009
Skills
SAS, Analytics, Statistical Modeling, Credit Risk, Risk Management, Risk Analysis, Predictive Modeling, Quantitative Analytics, Predictive Analytics, Credit, SAS programming, Data Mining, Credit Cards, R, SAS Programming, Time Series Analysis, Portfolio Management, Financial Modeling, Data Analysis
Education
Cornell University 2006 — 2007
Master, Statistics
Apple August 2015 - Present
Bank of America January 2010 - August 2015
NELSON June 2008 - February 2010
Gensler 2007 - 2008
Wells Fargo 2004 - 2007
HOK 2001 - 2003
Skills
Corporate Real Estate, Strategic Planning, Portfolio Management, Financial Modeling, Due Diligence, Financial Analysis, Real Estate, Project Planning
Education
Cornell University 1997 — 2001
BS, Facility Planning and Management
Entertainment Partners May 1991 - Present
Wells Fargo 1981 - 1984
Skills
Strategic Financial..., Banking, Accounting, Sarbanes-Oxley Act, Financial Analysis, Managerial Finance, Mergers & Acquisitions, Finance, Internal Controls, Financial Reporting
Education
Cornell University - S.C. Johnson Graduate School of Management
National Association for Business Economics June 2010 - Present
Wells Fargo February 2010 - Present
American Wind Energy Association July 2009 - August 2009
Digital Certainty June 2009 - July 2009
Credit Suisse June 2008 - August 2008
ING DIRECT September 2005 - June 2007
Skills
Financial Analysis, Investments, Data Analysis, Financial Modeling, Strategic Planning, Sales Management..., Mortgage Lending, Home Equity Lines of..., Alternative Investments, Analysis, Business Strategy, Due Diligence, Finance, Hedge Funds, Leadership, Management, Market Research, Portfolio Management, Risk Management, Valuation
Education
Cornell University - S.C. Johnson Graduate School of Management 2007 — 2009
MBA, Finance, General
University of Southern California 2003 — 2005
BA, Psychology
Wells Fargo 2009 - Present
Wachovia 2002 - 2009
Wachovia Bank 2000 - 2002
Parks Consulting 1997 - 2000
First Union National Bank 1985 - 1993
Northwestern Bank 1980 - 1985
Education
Cornell University - Johnson Graduate School of Management 1993 — 1995
University of North Carolina at Chapel Hill 1976 — 1980
BS, Business Administration
Wells Fargo March 2003 - Present
Bear Stearns June 1999 - March 2003
BNP Paribas Fortis May 1997 - August 1998
Prudential Financial May 1996 - May 1997
Skills
Fixed Income, Structured Finance, CDO, ABS, Structured Products, Securitization, Investment Banking, Derivatives, Emerging Markets, Trading, Asset Management, Capital Markets, Credit Analysis, Hedge Funds, Alternative Investments, Bonds, Financial Structuring, Leveraged Finance, Portfolio Management, High Yield, CLO, Valuation, Credit Derivatives, CMBS, MBS, Credit
Education
Cornell University - Johnson Graduate School of Management 1998 — 2000
MBA, Finance
Temple University 1994 — 1996
BBA, Business
Wells Fargo April 2014 - Present
Wells Fargo Securities March 2014 - April 2014
Wells Fargo Securities July 2010 - February 2014
FDIC May 2009 - May 2010
Ralph Lauren January 2008 - July 2008
Steve & Barry's January 2006 - December 2007
Skills
Valuation, Financial Modeling, Due Diligence, Performance Benchmarking, Scenario Analysis, Credit Analysis, Cash Flow Forecasting, Financial Statement..., Capital Structure, Bloomberg, Capital Markets, Investment Banking
Education
Georgetown University - The McDonough School of Business 2008 — 2010
MBA, Finance
Cornell University 2001 — 2005
Bachelor of Science (B.S.), Atmospheric Sciences and Meteorology
Farm Credit Leasing / CoBank January 2012 - Present
JP Morgan Chase October 2010 - February 2012
JP Morgan Chase October 2009 - December 2010
Pepper Financial 2008 - February 2010
Wells Fargo 2003 - 2008
Telmark LLC 1984 - 2003
Agway, Inc. 1984 - 2003
Education
Cornell University 1981 — 1984
B.S., Economics
Wells Fargo Home Mortgage January 2012 - Present
Wells Fargo 2012 - Present
Dilworth Properties January 1993 - Present
DILWORTH PROPERTIES January 1993 - December 2012
Wells Fargo Home Mortgage January 2010 - January 2012
Mother with two young children January 1988 - January 1993
Associated Press January 1984 - January 1988
The Herald January 1981 - January 1983
FIRST CHARLOTTE PROPERTIES January 1979 - January 1981
Cornell Law Forum August 1972 - May 1975
Skills
Press Releases, Real Estate, Contract Negotiation, Editing, Advertising, Storytelling, Strategic Planning, Market Research, Management, Mortgage Lending, Event Planning, Property Management, Sales, Magazines, FHA, Loans, Real Estate Development, Mortgage Banking, Customer Service, Residential Homes, Sellers, Marketing
Education
Cornell University 1972 — 1974
M.A.T., Communication Arts
UNC-Chapel Hill 1969 — 1972
B.A, English
Wells Fargo November 2014 - Present
Wells Fargo June 2007 - Present
Children's Home + Aid Society October 2012 - Present
The Youth Campus January 2007 - September 2012
LaSalle Bank 2005 - 2007
BNP Paribas 1992 - 2005
Skills
Credit Analysis, Banking, Portfolio Management, Corporate Finance, Credit, Financial Analysis, Capital Markets, Mergers & Acquisitions, Commercial Lending, Management
Education
Cornell University - Johnson Graduate School of Management
MBA, Finance
Haslam College of Business at the University of Tennessee
B.S., Marketing
Legg Mason January 2015 - Present
PLANTATION FC CLUB September 2013 - December 2014
Wells Fargo August 2013 - December 2014
MAKITA LATIN AMERICA February 2013 - August 2013
Wells Fargo February 2012 - February 2013
Project Beisbol June 2011 - February 2013
Wells Fargo September 2011 - February 2012
IKEA June 2009 - February 2012
NBC 6 & Telemundo 51 May 2008 - August 2008
Skills
Sales, Negotiation, Fundraising, Customer Service, Marketing, PowerPoint, Microsoft Excel, Event Planning, Spanish, Management, Microsoft Office, Freelance Sports Writing, Leadership, Nonprofits, Written & Oral..., Finance, Sales Management
Education
Cornell University 2013 — 2014
Financial Management Certificate, Accounting and Finance, Completed August 2014
Florida Atlantic University 2006 — 2011
B.A. & B.S., International Business and Economics
OneWest Bank August 2011 - Present
Wells Fargo December 2010 - August 2011
Falcon Asset Management Group May 2009 - October 2010
JP Morgan Chase 2008 - 2009
Washington Mutual June 2003 - September 2008
Deloitte Consulting August 2001 - June 2003
Schlumberger 1992 - 1999
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2001
MBA, Finance and Entrepreneurship
Cornell University 1988 — 1992
BS Engineering, Civil Engineering
Wells Fargo June 2009 - Present
Wachovia, A Wells Fargo Company October 2006 - June 2009
The World Bank May 2006 - October 2006
Education
Cornell University 2002 — 2006
Ph. D., Economics
Utah State University 2000 — 2002
MS, Economics
University of Science and Technology of China 1995 — 2000
BS, Economics
Wells Fargo July 2013 - Present
Wells Fargo June 2012 - August 2012
Four Seasons Hotels and Resorts May 2011 - August 2011
The Resort and Conference Center at Hyannis May 2010 - August 2010
Skills
Microsoft Excel, Hospitality Industry, Finance, Commercial Real Estate, Real Estate Financing, Financial Modeling, Valuation, Due Diligence, Investments
Education
Cornell University 2009 — 2013
Bachelor of Science (B.S.), Hotel/Motel Administration/Management
Duxbury High School 2005 — 2009
Numerica Credit Union July 2012 - Present
Washington Trust Bank October 2009 - July 2012
Wells Fargo January 2004 - October 2009
US Bank of Washington January 2000 - January 2004
Skills
Loans, Small Business Lending, Commercial Banking, Banking, Credit, Commercial Lending, Consumer Lending, Mortgage Lending, Credit Analysis, Financial Analysis, Underwriting, Portfolio Management, Banking Relationships, Mortgage Banking, Credit Risk, Commercial Mortgages, Sales Management, Lines Of Credit, SBA, Sales, Residential Mortgages, Small Business, Retail Banking, Cash Management, Construction Loans, Refinance, Cash Flow Lending, Relationship Management, Asset Based Lending, Private Banking, Loan Origination, Financial Services, Cross Selling, Finance, Treasury Management, FHA, Deposits, Credit Unions, Credit Cards, Home Equity Loans, Executive Management, Financial Risk, Branch Banking, Home Equity Lines of..., Funding, Branch Management, Risk Management, Wealth Management, Commercial Real Estate, Real Estate Lending
Education
University of Virginia Darden School of Business 2015 — 2015
CUES CEO Institute III, Executive Education, CERTIFICATE
Cornell University - Johnson Graduate School of Management 2014 — 2014
CUES CEO Institute II: Organizational Effectiveness
University of Pennsylvania - The Wharton School 2013 — 2013
CUES CEO Institute I: Strategic Planning
University of Washington Business School - Pacific Coast Banking School 2000 — 2003
Graduate Level Banking School, Banking and Financial Support Services, n/a
Lewis-Clark State College 1983 — 1986
BS, Business Management
Wells Fargo December 2011 - Present
Skills
Mortgage Lending, Portfolio Management
Education
University of Virginia 1977 — 1981
Bachelor of Science, Electrical Engineering
Cornell University - Johnson Graduate School of Management 1983 — 1985
Masters of Business Administration, Finance
Wells Fargo 2005 - 2012
Skills
Microsoft Word, Wealth Management, Microsoft Excel, Public Speaking, Insurance, Strategic Financial..., Banking, Financial Analysis, Risk Management, Finance, Credit, Strategic Planning, Real Estate, Mutual Funds, Investments, Financial Services, Series 7, Wealth Management..., Asset Management
Education
Cornell University
AB, Political Science and Government
NYU School of Law
Doctor of Law (JD)
Wells Fargo April 2015 - Present
Wells Fargo January 2002 - Present
Skills
Process Improvement, Strategic Planning, Business Process..., Risk Management, Relationship Management, Human Resource..., Human Capital, Human Resources, Project Management, Organizational..., Legal Compliance, Operations Management, Risk Analysis, Performance Management, Employee Engagement, Vendor Management
Education
Cornell University 2013 — 2014
Master of Human Resources
Liberty University 2009 — 2013
Bachelor of Business Administration (BBA)
Capital One Bank April 2012 - Present
Wells Fargo April 2006 - April 2012
UBS Financial Services April 2005 - April 2006
The Citigroup Private Bank January 1998 - March 2005
Skills
Series 7, Wealth Management, Private Banking, Credit, Commercial Lending, Lines Of Credit, Retirement Planning, FINRA, High Net Worth..., Financial Planning, Asset Management, Investments, Commercial Mortgages, Mortgage, Estate Planning, Banking, Cash Management, Loans, Securities, Fixed Income, Equities, Insurance, Strategic Financial..., Finance
Education
Cornell University 1981 — 1985
B.S., Business Management and Marketing
Symantec July 2015 - Present
Entrepreneurship & Innovation Institute, Johnson Graduate School of Management, Cornell University August 2013 - Present
Symantec December 2013 - July 2015
Recommind December 2012 - December 2013
SquareTrade July 2012 - December 2012
California State University, East Bay November 2011 - July 2012
Wells Fargo December 2010 - November 2011
San Ramon Valley Academy April 2007 - September 2010
Morgan Stanley January 2005 - June 2006
Skills
Market Research, Business Development, Business Strategy, New Business Development, Marketing Strategy, Marketing, Microsoft Excel, SaaS, Product Management, Enterprise Software, Strategic Partnerships, Analysis, SPSS, Leadership, Program Management, Sales, Team Leadership, Web Analytics, Start-ups, Market Analysis, Sales Operations, Product Development, Farsi, Entrepreneurship, Consumer Insight, Brand Development..., SEO, Australasia, Social Media, Quantitative Analytics, Java, SQL, Enterprise Search, Information Governance, Competitive Intelligence, Enterprise Content..., Negotiation, Mergers & Acquisitions, Portfolio Management, Financial Analysis, International Business, Valuation, Financial Modeling, Capital IQ, Product Marketing, Content Marketing, Content Strategy, Strategy, Sales Enablement
Education
Cornell University - S.C. Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Strategy, Marketing, Entreprenuership and Innovation
University of San Francisco 2000 — 2004
Bachelor's Degree, Business Administration
Wells Fargo June 2015 - Present
Destination Hotels & Resorts June 2014 - August 2014
Lowe Enterprises June 2013 - August 2013
Cornell University January 2013 - May 2013
J. Nichol's Kitchen June 2012 - August 2012
Cornell University October 2011 - May 2012
Skills
Real Estate Financing, Real Estate Development, Hospitality Finance, Financial Modeling, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Research
Education
Cornell University 2011 — 2015
Bachelor’s Degree, Hospitality Administration/Management, 3.7
Notre Dame Academy 2007 — 2011
Capital One April 2012 - December 2013
Fannie Mae January 2007 - March 2012
Ernst & Young LLP April 2006 - January 2007
Wells Fargo September 2004 - April 2006
Skills
Financial Analysis, Management, Risk Management, Banking, Microsoft Excel, Microsoft Office, Customer Service, Analysis, Business Analysis, Financial Modeling
Education
Cornell University 1998 — 2003
Bachelor's degree, Business Administration and Management, General
Citi August 2014 - Present
Oppenheimer & Co. July 2012 - August 2014
Wells Fargo June 2011 - August 2011
U.S. Realty Advisors June 2010 - August 2010
Education
Cornell University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Fifth Third Bank April 2013 - Present
Wells Fargo July 2008 - April 2013
Wells Fargo July 2008 - April 2013
Skills
Commercial Banking, Banking, Portfolio Management, Finance, Financial Analysis, Financial Services, Commercial Lending
Education
Cornell University 1997 — 2000
Bachelor of Science (BS), Agricultural Resource Managerial Economics, B
Lyons High School 1992 — 1997
High School, Honors/Regents High School/Secondary Diploma Program, 96.8%
Wells Fargo March 2012 - Present
BNY Mellon July 2010 - January 2012
EY May 2007 - June 2010
EY April 2004 - February 2007
Education
Dartmouth College 1997 — 1999
Accounting
Cornell University 1990 — 1994
Accounting