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
Wells Fargo November 2014 - Present
Wells Fargo March 2013 - November 2014
Wells Fargo April 2010 - March 2013
Citigroup September 2007 - November 2009
Citigroup August 2005 - September 2007
Sony Music Entertainment May 2004 - August 2004
Young & Rubicam/Wunderman January 1999 - January 2003
Skills
Business Process..., Project Management, Capacity Planning, Direct Marketing, Segmentation, Marketing Strategy, Relationship Management, Product Management, Competitive Analysis, Financial Services, Integrated Marketing, Strategic Planning, CRM, Vendor Management, Customer Acquisition, Leadership, Marketing Management
Education
Fordham Gabelli School of Business 2003 — 2005
MBA, Marketing
Creighton University 1993 — 1998
BA, English
Green Plains Inc. Finance InternUnion Pacific RailroadApril 2014 - October 2014
The Scoular Company April 2013 - August 2013
Wells Fargo June 2012 - November 2012
Maggie Moo's Ice Cream Treatery May 2009 - August 2011
Skills
Finance, Financial Analysis, Negotiation, Customer Service, Sales, Management, Banking, Risk Management, Accounting, Training, Logistics
Education
Creighton University 2011 — 2015
BS in Business Administration, Financial Analysis, Senior
Valley High School 2007 — 2011
Diploma
TradeStation Securities April 2014 - Present
TradeStation Securities July 2011 - April 2014
TradeStation Securities March 2011 - July 2011
Wells Fargo July 2007 - April 2010
Skills
Series 3, Series 34, Series 63, Series 7, Financial Modeling, Financial Analysis, Portfolio Management, Trading, Leadership, Risk Management, Equities, Microsoft Office, Finance, Investments, Financial Services, Asset Management, Securities
Education
Creighton University 2009 — 2012
Master of Security Analysis & Portfolio Management, Financial Mathematics
Florida State University 2004 — 2006
Bachelor's Degree, Finance, Real Estate
Florida Atlantic University 2002 — 2004
Associate's Degree, Business
Wells Fargo April 2014 - Present
US Bank September 2011 - April 2014
US Bank July 2008 - September 2011
Bank of America May 2007 - July 2008
First National Bank of Omaha August 2006 - April 2007
Skills
Banking, Credit, Financial Analysis, Loans, Financial Risk
Education
University of Nebraska at Omaha 2009 — 2011
MBA
Creighton University 2003 — 2007
BSBA, Finance
Wells Fargo June 2015 - Present
Wells Fargo July 2013 - May 2015
USC Undergraduate Student Government May 2012 - May 2013
USC Real Estate and Asset Management June 2012 - August 2012
Caruso Affiliated June 2011 - July 2011
Skills
Microsoft Office, Event Planning, PowerPoint, Microsoft Excel, Social Media, Public Speaking, Social Networking, Data Analysis, Facebook
Education
University of Southern California 2010 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Budapesti Corvinus Egyetem 2012 — 2012
Bachelor of Science (BS), International Business
Bank of America June 2014 - Present
PNC Bank N.A. January 2012 - September 2013
Sovereign Bank September 2010 - January 2012
Wells Fargo June 2006 - August 2010
United Americas Bank January 2003 - June 2006
Skills
Leadership, Customer Satisfaction, Customer Retention, Employee Engagement, Sales Management, Performance Management, Thinking Outside The Box, Creative Problem Solving, Increasing Sales Revenue, Community Development, Communication, Loans, Underwriting, Partnerships, Recruiting, Interviews, Operations Management, Six Sigma, Small Business, Customer Service, Compliance, General Ledger, Internal Audit, Microsoft Office, Microsoft Excel, Microsoft Word, Project Management, Nonprofits, New Business Development, Social Networking, Networking, Onboarding, PowerPoint, Promotions, Management, Training, Business Development, Analysis, Finance, Sales, Coaching, Time Management, Human Resources, Budgets, Cross Selling, Banking, Sales Process, Credit, Branch Banking, Small Business Lending
Education
County College of Morris 2014 — 2014
Lean Six Sigma Green Belt Certification
PUJ 1994 — 1998
Finance Degree and Received small business certification for management.
Southwest Federal Credit Union October 2007 - Present
University Studio Apts a 78 unit complex 2004 - Present
Salida del Sol Apartments October 2012 - Present
The First National Bank of Artesia October 2000 - October 2007
Wells Fargo 1980 - 1987
Skills
Auditing, Finance, Customer Service, Nonprofits, Leadership, Strategic Planning, Accounting, Management, Entrepreneurship, Time Management, Financial Analysis, Non-profits, Microsoft Excel, Research, QuickBooks, Budgets, Data Analysis, Process Improvement, Program Management, Teaching, Team Building, Strategy, Microsoft Office, Business Development, Project Management, Marketing, Analysis, Business Planning, Business Strategy, Forecasting, Training, Risk Management, Management Consulting, Change Management, Policy, Business Analysis, Leadership Development, Public Speaking
Education
Creighton University 2011 — 2016
Ed.D., Organizational Leadership
The University of New Mexico - Robert O. Anderson School of Management 2009 — 2011
MBA, Business
Oral Roberts University 1974 — 1978
BS, Accounting
Golden One Credit Union December 2014 - July 2015
Golden One Credit Union June 2012 - December 2014
SAFE Credit Union March 2012 - June 2012
Wells Fargo March 2006 - December 2010
Skills
General Office..., Back Office, Customer Service, Student Loans, Payment Services, ACH, Vault, Data Entry, Data Processing, Confidentiality, Banking, Leadership, Management, Social Media Marketing, Sales, Budgets, Marketing Strategy, Microsoft Office, Process Improvement, Strategic Planning
Education
University of Phoenix 2013 — 2015
Accounting and Business/Management
Cosumnes River College
Business Administration and Management, General
Wells Fargo June 2014 - Present
US Bank February 1998 - May 2014
Bradford Coenen September 1988 - February 1998
Skills
Trust Services, Estate Planning, Probate, Trusts, Estate Tax Planning, Trust Management, Retirement Planning, High Net Worth..., Estate Administration, Personal Trust..., Financial Analysis, Financial Advisory, Investment Management, Banking, Wills, Wealth, Financial Services
Education
Creighton University School of Law
Doctor of Law (J.D.)
University of Nebraska-Lincoln
Bachelor of Science Business Administration, Economics
Schuyler Central
Wells Fargo June 2010 - Present
Wells Fargo Private Bank January 2007 - May 2010
Key Bank 2005 - 2006
Skills
Banking, Wealth Management, Credit, Loans, Portfolio Management, Project Management, Credit Analysis, Mortgage Lending, Commercial Banking, Series 7, Financial Advisory, Financial Planning, Retirement Planning
Education
University of Notre Dame - Mendoza College of Business 2015 — 2017
Master’s Degree, Non-Profit/Public/Organizational Management
Creighton University 2007 — 2008
Masters, Business Administration
Wells Fargo March 2014 - Present
Wells Fargo 2012 - 2014
Wells Fargo Bank March 2011 - February 2012
Skills
Banking, Microsoft Office, Loans, Credit, Financial Analysis, Credit Analysis, Mortgage Lending, Relationship Management, Small Business Lending, Consumer Lending, Mortgage Banking, Commercial Lending, Commercial Banking, Loan Origination, Customer Service
Education
University of Colorado at Boulder 2008 — 2010
bachelors, Economics
Covenant College
Wells Fargo September 2014 - Present
Wells Fargo May 2012 - September 2014
Sumitec / Rico May 2010 - May 2012
Orbe Cargo January 2009 - May 2010
Skills
New Business Development, Strategic Planning, Analysis, Investments, Forecasting, Six Sigma, Business Analysis, Business Strategy, Budgets, Leadership, Program Management, Management Consulting, Management, Business Intelligence, Change Management, Strategy, Start-ups, Process Improvement, Business Process..., Business Development
Education
Creighton University
M.S. Finance, Risk Analysis Portfolio Management
Florida International University
MBA, Business Administration
Nova Southeastern University
Certficate, Lean Six Sigma Green Belt
Tecnológico de Monterrey
MIB, International Business
Universidad Tecnológica Centroamericana Tegucigalpa
B.A, Advertising and Marketing
Bank of America November 2014 - Present
Sprint September 2008 - April 2014
Wells Fargo February 2002 - July 2008
Skills
Account Management, Solution Selling, Sales Process, Customer Retention, Wireless, Sales, Direct Sales, Managed Services, Salesforce.com, Call Centers, Telecommunications, Customer Experience, Mobile Devices, Team Leadership, Building Relationships, Pre-sales, Relationship Management, Customer Service, Management, Microsoft Office, Team Building, Leadership, Customer Satisfaction, Microsoft Word, Microsoft Excel, Negotiation, Training, Sales Management, Strategic Planning, Time Management, Coaching, Public Speaking
Education
Kaplan University-Davenport Campus 2014 — 2016
Bachelor of Applied Science (BASc), Health Information/Medical Records Technology/Technician
Cosumnes River College 1997 — 1999
Associate of Arts (AA), Business Administration and Management, General
McGrath North Mullin & Kratz September 2014 - Present
Kutak Rock October 2000 - September 2014
Wells Fargo 1993 - 2000
Skills
Employee Benefits, Executive Pay, Health Law, ERISA, Employment Law, Estate Planning, Mergers & Acquisitions
Education
Creighton University 1986 — 1989
Juris Doctor, Law
Creighton University 1979 — 1983
B.A., European History/English
Creighton Prep 1974 — 1978
Evolve Bank and Trust February 2013 - Present
Flagstar Bank January 2012 - February 2013
Wells Fargo December 2009 - January 2012
UBS (Weehawken, NJ) 1999 - 2006
Skills
Customer Service, FHA, Refinance, Mortgage Lending, VA loans, Loans, FHA financing, Loan Origination, Mortgage Banking, Residential Mortgages, USDA, Government Loans, Reverse Mortgages, Certified Mortgage..., VA Loans, FHA Financing, First Time Home Buyers
Education
County College of Morris 1993 — 1995
Roxbury HS 1990 — 1993
Realogy Holdings Corp. September 2013 - Present
Verizon July 2013 - September 2013
Sussex County Imports June 2011 - April 2013
Wells Fargo August 2007 - May 2011
Yankee Candle Company September 2000 - August 2007
Skills
Management, Captivate, Training, E-Learning, Instructor-led Training, ADDIE, Articulate Studio, Adobe Creative Suite, PowerPoint, Process Improvement, Team Building, WordPress, Photoshop, iMovie, WebEx, Articulate Engage, Employee Training, Hands-on Training, Leadership Development, Coaching, Teamwork, Instructional Design, SharePoint, Articulate Storyline, Project Management
Education
Walden University 2011 — 2013
Bachelor's Degree, Instructional Design, 4.0
County College of Morris 1994 — 1997
Dramatic Arts
Dickinson Prud'Homme Adams LLP July 2015 - Present
Flaherty, Sensabaugh & Bonasso, PLLC August 2011 - July 2015
ULA - United Launch Alliance - Lockheed Martin & Boeing July 2007 - July 2008
Wells Fargo August 2006 - July 2007
Skills
Medical Malpractice, Civil Litigation, Legal Writing, Legal Research, Litigation, Westlaw, Family Law, Courts, Mediation, Lexis, Corporate Law, Construction Law, Employment Law, Appeals, Negotiation, Hearings, Legal Issues, Personal Injury
Education
University of Dayton School of Law 2009 — 2011
J.D., Law
Creighton University School of Law 2008 — 2009
Law
St. Olaf College 2003 — 2006
BA, Psychology
Wells Fargo June 2014 - Present
MarketSource April 2013 - June 2014
RadioShack August 2012 - April 2013
Wireless Express LLC February 2012 - April 2012
Toys R Us August 2009 - February 2011
Target July 2007 - October 2008
Skills
Sales Management, Coaching, Customer Service, Customer Satisfaction, Customer Experience, Microsoft Office, Cash Management, Cooking, Gaming
Education
County College of Morris 2007 — 2012
In progress, Biology/ Pre-Professional Track
Dover High School Dover,NJ 2003 — 2007
High School Diploma, All major areas of study
Wells Fargo 2013 - Present
Jackson Hewitt Tax Service Inc. November 2012 - February 2013
Bulbrite Industries 2010 - 2011
Skills
Microsoft Office, Microsoft Excel, Teamwork, Research, Outlook, Data Entry, Leadership, Financial Reporting, Loan Servicing, Investment Banking, Business Strategy, Business Analysis, Personal Finance, Retail Banking, Private Banking, Banking, Finance, Financial Accounting, Account Management, Tax Accounting, Mortgage Banking, Corporate Finance, Business Intelligence, Office Management, Office Administration, Bond Pricing, Mutual Funds, Professional Experience, Customer Service, Management, Sales, Microsoft Word
Education
William Paterson University of New Jersey 2009 — 2013
Bachelor of Science (B.S.), Accounting and Finance
County College of Morris 2007 — 2009
Associate of Science (A.S.), Biology, General
Northern Trust October 2013 - Present
SBSA Inc. February 2012 - August 2013
Wells Fargo June 2003 - February 2012
Wells Fargo March 2001 - June 2003
Wells Fargo October 1996 - March 2001
Skills
Project Management, Business Development, Strategic Planning, Strategic Communications, Marketing Strategy, Sales Management
Education
Creighton University
Bachelor of Arts (B.A.)
Wells Fargo August 2015 - Present
Wells Fargo March 2014 - Present
Wells Fargo August 2012 - March 2014
KPMG Audit July 2010 - August 2012
KPMG September 2008 - July 2010
KPMG June 2007 - August 2007
Pharmacists Mutual Insurance Company May 2006 - August 2006
Skills
Financial Reporting, Accounting, Excel, Microsoft Office, Auditing, SEC reporting, Internal Controls, Private Companies, Revenue Recognition, Financial Accounting, Analysis
Education
Creighton University 2004 — 2008
BSBA, Accounting
Trident University International October 2014 - Present
Infused Fitness May 2014 - Present
Planned Parenthood Los Angeles September 2014 - February 2015
ICDC College September 2012 - October 2014
Wells Fargo March 2012 - September 2012
UCLA October 2008 - August 2012
Robert N. Cann, MD June 2008 - September 2009
Skills
Higher Education, Adult Education, Tutoring, Public Health, Strategic Planning, Academic Advising, PowerPoint, Microsoft Office, Case Management, Event Planning, Spanish, Volunteer Management, Cultural Awareness, Program Evaluation, Youth Mentoring, Student Development, Editing, Academia, Research, Distance Learning, Student Affairs, E-Learning, Community Outreach, Teamwork, Public Speaking, Leadership, Nonprofits, Staff Development, Program Development, Microsoft Word, Microsoft Excel, Customer Service, Fundraising, Teaching, Customer Retention
Education
Creighton University 2014 — 2016
Master's Degree, Public Health, Health Administration, 4.0
University of California, Los Angeles 2008 — 2012
Bachelor's Degree, History of Medicine and Latin American Studies, 4.781
Wells Fargo February 2002 - Present
Wells Fargo 2002 - Present
Lowe's Home Improvement January 2002 - June 2002
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Account Reconciliation, Brochures, Bookkeeping, Customer Service, Compliance, Typing, Strategic Planning, 10 Key, PowerPoint, Social Networking, Networking, Nonprofits, Organization, Office Management, Internet, Interviews, Windows, Wellness
Education
Tarrant County College 2012 — 2015
Associates of Arts, Healthcare
Crowder College 1997 — 1998
Business Certificate, Business, Management, Marketing, and Related Support Services
Grapevine High School 1980 — 1984
General Education Degree
Millenium Home Mortgage June 2012 - Present
PHH Mortgage March 2010 - June 2012
Wells Fargo December 2007 - March 2010
Wells Fargo December 2007 - March 2010
Weichert Financial Services May 2003 - November 2006
Skills
FHA, Mortgage, Purchase, Mortgage Banking, Residential, Mortgage Lending, Refinance, Mortgage Industry, First Time Home Buyers, VA, Residential Mortgages, VA loans, Loan Origination, Referrals, Home
Education
East Stroudsburg University of Pennsylvania 1985 — 1987
4yr
County College of Morris 1983 — 1985
west morris central
First National Bank of Omaha April 2008 - Present
Wells Fargo 1998 - 2008
Skills
Estate Planning, Securities, Investments, Project Planning, Commercial Lending, Banking, Estate Law, Wealth Management, Real Estate, Portfolio Management, Asset Management, Small Business Lending, Credit, Financial Analysis, Asset Allocation, Strategic Financial..., Risk Management, Wealth, Equities, Commercial Mortgages, Fixed Income, Series 7, Investment Management, Wealth Management..., Trust Services, High Net Worth..., Investment Properties, Trust Management, Retirement Planning, Investment Advisory, IRAs, Financial Planners, Fiduciary Services, Financial Advisory, Trusts, Personal Trust..., Estate Administration, Financial Planning
Education
Creighton University School of Law 1989 — 1991
J.D., Law
University of Nebraska Medical Center 1984 — 1987
BSN, Nursing
Wells Fargo July 2014 - Present
Wells Fargo March 2012 - July 2014
Wells Fargo June 2006 - March 2012
Wells Fargo November 2000 - June 2006
Wells Fargo November 1998 - November 2000
Farner-Bocken Company October 1995 - November 1998
Empire Distributors, Inc. January 1990 - August 1994
Ben Franklin / Schwarzkopf Varieties January 1982 - January 1990
Skills
Banking, Risk Management, Leadership, Business Analysis, Management, Project Management, Process Improvement, IT Strategy, Business Process..., SDLC, Analysis, Requirements Gathering, Business Intelligence, Vendor Management
Education
Creighton University 1985 — 1989
BSBA
Summit Financial Group December 2012 - Present
Cornerstone Financial Group February 2012 - November 2012
Wells Fargo March 2011 - March 2012
Renaissance Financial March 2010 - November 2010
North Star Financial Services Group 2008 - 2009
Skills
Insurance, Estate Planning, PowerPoint, Customer Service, Marketing, Microsoft Excel, Banking, Series 7
Education
Creighton University 2005 — 2009
Bachelors, Finance
harry a burke high school
Digital Risk March 2015 - Present
Wells Fargo September 2013 - Present
Wells Fargo August 2013 - Present
Wells Fargo September 2013 - March 2015
JPM Chase January 2005 - July 2013
Skills
Credit, Loans, Credit Analysis, Underwriting, Mortgage Lending, Customer-focused Service, Coaching, Leadership, Team Building, Financial Analysis, Banking, Finance, Mortgage Banking, Loan Origination, Customer Service, Risk Management
Education
County College of Morris
Wells Fargo February 2014 - Present
Wells Fargo Advisors May 2012 - Present
Wells Fargo May 2013 - February 2014
Wells Fargo May 2012 - May 2013
Wells Fargo July 2011 - May 2012
ADP January 2010 - June 2010
Canon Solutions America May 2009 - September 2009
Skills
Series 63, Loans, Credit, Mortgage Lending, Banking, Investments, Wealth Management, Retirement Planning, Small Business Lending, Commercial Lending, Consumer Lending, Credit Analysis, Portfolio Management, Financial Analysis, Small Business
Education
William Paterson University of New Jersey 2007 — 2010
Bachelor of Science (B.S.), Marketing - Major & Professional Sales - Minor, 3.6
County College of Morris 2003 — 2007
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
World Fuel Services April 2015 - Present
CSI Caregiver Services October 2013 - April 2015
Franklin Templeton Investments August 2012 - March 2013
Wells Fargo January 2011 - August 2011
University of Central Florida January 2010 - May 2010
Skills
Financial Analysis, Mutual Funds, Investments, Portfolio Management, Financial Modeling, Valuation, Securities, Mergers & Acquisitions, Trading, Financial Services, Equities, Analysis, Alternative Investments, Derivatives, Corporate Finance, Accounting, Economics, Due Diligence, Strategic Financial..., Finance, Asset Management
Education
Creighton University 2012 — 2013
Master of Security Analysis and Portfolio Management, Finance
University of Central Florida 2009 — 2011
Bachelor of Business Administration, Finance
Florida International University 2006 — 2009
Associate's degree, Finance, General
North Miami Beach Senior High School 1999 — 2006
Bio-medical & Environmental Advancement Magment program
Brady Corporation October 2014 - Present
Wells Fargo April 2012 - October 2014
Marshall & Swift/Boeckh August 2010 - March 2012
GENCO March 2006 - August 2010
SpiderLogic February 2004 - March 2006
eMagic - an MGIC Company December 2001 - January 2004
Metavante Corporation November 1993 - November 2001
Skills
System Architecture, Technical Management, IT Strategy, Technical Leadership, Process Improvement, Software Development, Team Building, Technology Management, Integration, Software Project..., Architecture, Leadership, SDLC, Agile Methodologies, Cloud Computing, Vendor Management, Enterprise Architecture, Business Development, Cross-functional Team..., Business Analysis, Business Intelligence, PMO, .NET, Program Management, Requirements Analysis, Strategic Partnerships, SOA, Agile Project Management, Data Warehousing, SharePoint, Requirements Gathering, Outsourcing, PMP, IT Management, Business Process..., Enterprise Software, Solution Architecture, Scrum, Project Portfolio..., Web Services, Application Architecture, SaaS, Business Process, Oracle, Architectures
Education
Creighton University 1989 — 1991
Master of Computer System's Management
Bank of America April 2012 - Present
Wells Fargo November 2010 - March 2012
Wachovia Bank, A Wells Fargo Company September 2005 - November 2010
Wachovia Bank May 2003 - September 2005
Wachovia Bank May 2001 - May 2003
Skills
Credit, Commercial Banking, Small Business Lending, Retail Banking, Commercial Lending, Risk Management, Cross Selling, Loans, Credit Analysis, Lines Of Credit, Loan Origination, Mortgage Banking, Cash Management, Treasury Management, Insurance, Salesforce.com, Business Relationship..., Banking, Relationship Management, Credit Risk, Financial Risk, Finance, Business Planning, SBA, Financial Services, Credit Cards, Consumer Lending, Portfolio Management, Banking Relationships, Asset Based Lending, Series 6, Merchant Services, Deposits, Commercial Mortgages, Financial Analysis, Branch Management, Strategic Financial..., Business Development, Payments, Small Business, Private Banking, Operational Risk..., Core Banking, Home Equity Lines of..., Building Relationships, Home Equity Loans, Treasury Services, Series 63, Mutual Funds, Underwriting
Education
Loyola University Maryland 2001 — 2002
MBA, Finance
Creighton University 1993 — 1997
BA, Finance
Wells Fargo January 2010 - Present
Wells Fargo - Consumer and Commercial Financial Services September 2001 - January 2010
Wells Fargo - Consumer and Commercial Financial Services May 1996 - September 2001
Paychex May 1995 - May 1996
Skills
Building Relationships, Team Leadership, Delivering Results, Mortgage Banking, Loans, Leadership, Loan Origination, Sales Management, Mortgage Lending, Selling, Leadership Development, Communication Skills, Relationship-builder..., Strategic Planning, Strategic Thinking, Strategic Leadership, Relationship Management, Managing Key Accounts, Written & Oral..., Goal-oriented..., Sales Process, Sales Presentations, Full P&L Responsibility, Capital Budgeting, Hands-on Training, Hiring Personnel, Personal Finance, Debt Elimination, Enterprise Risk..., High Performance Teams, Ethical Leadership, Revenue & Profit Growth, Expense Management, Corporate Real Estate, Real Estate Transactions, Space Management, Space planning, Space Design, Thought Leadership, Business Innovation, Trusted Business Advisor, Trusted Business Partner, Strategy Alignment, Cross-team Collaboration, Pro-active Leader, Brand Leverage, Brand Implementation, Performance Management, Creative Problem Solving, Business Intelligence
Education
Creighton University's Heider College of Business 1991 — 1995
Bachelor's Degree, Marketing - Concentration in Management and Finance, Cumulative 3.0/4.0 Major GPA 3.7/4.0
TD July 2012 - Present
American Express January 2012 - July 2012
Ally Financial Inc. December 2010 - December 2011
Wells Fargo February 2009 - November 2010
Bank of America September 2007 - January 2009
Ernst & Young March 2005 - September 2007
Wachovia Bank March 2002 - February 2005
First Union National Bank September 1992 - February 2002
IBM February 1980 - March 1992
Skills
Enterprise Risk..., Operational Risk..., Risk Management, Governance, IT Audit, Financial Risk, Information Security, COBIT, Financial Services, Sarbanes-Oxley Act, Basell II, Data Governance, Expert Witness, Banking, Fraud, Project Portfolio..., Program Management, Internal Audit, Security, Risk Assessment
Education
Coventry University 1975 — 1980
MS, E & EE
Coventry University
Master's degree, Electrical and Electronics Engineering
Wells Fargo November 2014 - Present
Wells Fargo November 2012 - November 2014
Centris Federal Credit Union February 2012 - November 2012
Wireless Lifestyle August 2011 - December 2011
Skills
Cross Selling, Relationship Management, Building Strong..., Microsoft Office, Loan Origination, Loan Servicing, Business Intelligence, Home Equity Loans, NMLSR # 1089903, Credit Cards, Financial Services, Customer Service
Education
Creighton University 1999 — 2000
N/A, Finance, General
Verizon Wireless February 2013 - Present
Wells Fargo August 2010 - July 2013
Wachovia, A Wells Fargo Company January 2009 - July 2011
Bank of America January 2004 - August 2008
Skills
Direct Sales, Telecommunications, Solution Selling, Customer Retention, Account Management, Management, Cold Calling, Mobile Devices, Sales Operations, Wireless, Sales, Sales Process, Customer Experience, B2B, Customer Service, Retail Banking, Sales Management, Credit Analysis, Loans, Salesforce.com
Education
William Paterson University of New Jersey 2006 — 2010
Bachelor of Arts (B.A.), Education
County College of Morris
County College of Morris
Wells Fargo January 2002 - Present
Skills
Adult Education, Communication, Leadership Development, Writing, StrengthsFinder, Situational Leadership, Diversity Training, Training Delivery, Staff Development, Performance Consulting, Instructor-led Training, Career Development, Training Facilitation, Management Development, Workshop Facilitation, Employee Training, Emotional Intelligence, Coaching, Training, Facilitation, Diversity
Education
Marylhurst University 2004 — 2007
Bachelor of Arts (BA), Business/Corporate Communications
University of Oregon 1992 — 1994
Sociology
Cottey College 1990 — 1992
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Stewart Title 2012 - Present
Wells Fargo August 2007 - July 2012
World Trust Mortgage 2005 - 2007
Skills
Residential and..., Sales, Relationship Management, Finance, Mortgage Lending, Personal and Business...
Education
Crafton Hills College
Bleakley Financial Group June 2015 - Present
HSBC Securities October 2013 - June 2015
Wells Fargo January 2013 - October 2013
Morgan Stanley March 2012 - January 2013
Bank of America September 2007 - March 2012
Skills
Personal Financial..., Customer Service, Team-oriented, Estate Planning, College Education..., Microsoft Office, Strategic Financial..., Financial Advisory, Sales, Asset Allocation, Notary Public, Personal Banking, Public Speaking, Series 7, Uniform Combined State..., Equities, Fixed Income, Mutual Funds, ETFs, Retirement Planning, Life Insurance, Credit, Investments, Loans, Financial Services, Finance, IRAs, Financial Planning
Education
Ramapo College of New Jersey-Anisfield School of Business(AACSB Accredited) 2008 — 2010
Bachelor of Sciences, Business Administration and Management, General
County College of Morris 2005 — 2007
Associates of Arts, Business Administration, Liberal Arts and Sciences
Kinnelon High School 2001 — 2005
Self-employed 2012 - Present
Empire Liquors June 2006 - July 2008
Wells Fargo October 2002 - July 2008
Skills
Stage Management, Stage Lighting, Stage Combat, Lighting Design, Collaborative Problem..., Time Management, Cashiering, Telephone Manner, Scissor Lift, Forklift Operator, Social Dance, Martial Arts
Education
Cornish College of the Arts 2008 — 2011
Bachelor of Fine Arts (B.F.A.), Stage Management & Lighting Design
Moorhead High School 1993 — 1997
High School Diploma, General Studies
Compass Group June 2015 - Present
Harvest Restaurant Group August 2012 - June 2015
Wells Fargo December 2008 - January 2012
Outback Steakhouse December 2004 - October 2010
The Wiz October 1997 - April 2003
Education
International Culinary Center 2011 — 2012
Culinary Arts and Related Services
County College of Morris
UMB Bank September 2013 - Present
UMB Bank January 2009 - September 2013
UMB Bank January 2008 - January 2009
Argus Health Systems November 2006 - December 2007
Target May 2005 - September 2006
Wells Fargo February 2000 - May 2005
Skills
Business Analysis, Management, Certified Business..., Business Process, Communication, Elicitation, Workshop Facilitation, Requirements Analysis, Requirements Gathering, Business Requirements, Requirements Management, Requirement..., Functional Requirements, System Requirements, Use Case Analysis, Use Case, Use Case Diagrams, Process Flow..., Requirements..., Interviewing Skills, Building Relationships, Proactive self-starter, Critical Thinking, PMP, Certified Project..., Visio, SDLC, Test Planning, Testing, User Acceptance Testing, Systems Analysis, Project Management, Vendor Management, Process Improvement
Education
Creighton University 1996 — 1999
Bachelor's degree, Finance, General
Wells Fargo January 2001 - August 2007
Norwest Bank Indiana October 1999 - February 2001
Lincoln National Bank February 1994 - May 1998
Norwest Bank Nebraska January 1987 - February 1994
Norwest Bank Nebraska December 1985 - January 1987
US National Bank June 1985 - December 1985
US National Bank June 1983 - June 1985
US National Bank January 1983 - June 1983
Iowa Des Moines National Bank October 1981 - January 1983
US National Bank April 1979 - October 1981
Skills
Banking, Loans, Credit, Management, Sales, Marketing, Portfolio Management, Risk Management, Investments, Finance
Education
University of Washington 1987 — 1990
Pacific Coast Banking School, Banking and Financial Support Services
Creighton University 1974 — 1978
Bachelor's Degree, Finance, General
The Insurance Center- Lancaster McAden Willis Smith July 2014 - Present
Marc Jessup Insurance June 2006 - June 2014
Wells Fargo 2005 - 2006
Skills
Employee Benefits, Insurance, Health Insurance, jewelry design/enameling, certified medical..., insurance claims, Spreadsheet Design, Databases, Customer Service, Customer Focus, Open Enrollment, Metalsmithing, Data Entry, Healthcare Compliance, Property & Casualty..., Commercial Insurance, Marketing Communications, Microsoft Office, Health Care Reform, Disability Benefits, Dental Insurance, Life Insurance, COBRA, Long Term Care Insurance, Medicare
Education
Craven Community College 2009 — 2011
Certificate, Medical Transcription/Transcriptionist, 4.0
East Carolina University 2001 — 2004
Bachelor of Arts, Studio Art with concentration in Metal Design
University of North Carolina at Chapel Hill 2000 — 2001
undergraduate, undergraduate
Self-employed June 2013 - July 2015
MIRA USA Inc June 2011 - December 2014
MARIA LUISA DE MORENO INTERNATIONAL FOUNDATION LTD October 2011 - May 2014
Wells Fargo July 2010 - June 2011
TD Bank Group March 2007 - July 2010
Lakeland Bank February 2005 - March 2007
Wendys Old Fashion Hambugers February 2003 - April 2004
The Home Depot March 1999 - January 2003
Skills
Banking, Microsoft Office, Finance, Leadership, Financial Analysis, PowerPoint, Access, Customer Service, Microsoft Excel, Microsoft Word, Data Entry, Teamwork, Stock Valuation, Internal Audit, Teaching, Mac OS, Graphic Design, VBA, Management, Delegation, Financial Modeling
Education
Montclair State University 2011 — 2013
B.S., Finance, Economics
County College of Morris 2010 — 2011
A.S., Business Administration
Morris Hills High School
Wells Fargo May 2002 - Present
Wells Fargo August 2000 - May 2003
North County Bank August 1997 - August 2000
Skills
Top-notch Customer..., Coaching Staff, Sales, Operations Management, Branch Management, Branch Banking, Positivity, Efficiency..., Financial Services, Retail Banking, Cross Selling, Relationship Management
Education
Crafton Hills College
Psychology
Fontana High School
Diploma
Wells Fargo December 2014 - Present
Wells Fargo April 2014 - November 2014
Wells Fargo February 2012 - April 2014
Wells Fargo Bank July 2009 - February 2012
Wells Fargo Bank February 2006 - July 2009
Pacific Coast Realty February 2003 - January 2006
Wells Fargo Bank November 2001 - September 2003
Accenture January 2001 - October 2001
DARC Corporation March 2000 - January 2001
Andersen Consulting January 2000 - March 2000
Skills
Business Analysis, SDLC, Project Management, Cross-functional Team..., Banking, Requirements Analysis, Requirements Gathering, SQL, Business Intelligence, Analysis, Business Requirements, Leadership, Software Documentation, Business Process, Team Building, Data Analysis, User Acceptance Testing, Management, Oracle, Team Management, Testing, CRM, Analytics, System Testing, Finance, Sales, Software Development, Financial Services, SharePoint, ETL, Access, Microsoft Excel, Process Improvement, Oracle E-Business Suite, Thought Leadership, Risk Management, Business Process..., Project Planning, Vendor Management, Visio, Training, Data Warehousing, Oracle Forms, MS Project, Microsoft SQL Server, Toad, Business Intelligence..., Tableau, Credit Risk, Basel III
Education
St. Cloud State University 1996 — 1998
BS, Finance
Creighton University 1994 — 1996
Finance, General
Independent contractor March 2008 - August 2014
Hollywood Chamber of Commerce December 2013 - March 2014
VIRGEN Inc. March 2013 - August 2013
Dynamic Scenery and Supply October 2012 - March 2013
Nexstar Broadcasting (KODE) & Journal Communications (KTNV) October 2011 - October 2012
Talon Radio Network December 2011 - March 2012
AT&T April 2010 - March 2011
Wells Fargo August 2007 - October 2009
Freeman Health System 2003 - 2006
Skills
Public Relations, Public Speaking, Television, Social Media, Editing, Media Relations, Social Media Marketing, Marketing Strategy, Event Planning, Broadcast, Social Networking, Microsoft Word, Budgets, Advertising, New Business Development, Customer Relations, Customer Service, Writing, Microsoft Office, Account Management, Fundraising, Online Marketing, Negotiation, PowerPoint, Word, Time Management, Event Management, Research, Blogging, Market Research, Budgeting, Team Building, Analysis, Promotions, Retail, Market Planning, Publicity, Production, Outlook, Problem Solving, Credit, Acting, Theatre, Sound Design, Marketing, Management, Entertainment, Sales, Video Production, Marketing Communications
Education
Missouri Southern State University 2009 — 2011
B.S. Communications, Major: Public Relations, Minor: Theatre, 3.5
Crowder College 1999 — 2001
Associates of Arts, General Studies, Ummmm...I passed!
Cassville High School 1994 — 1998
H.S. Diploma, Graduated!
UMB Bank March 2015 - Present
TD Ameritrade June 2013 - January 2015
Mutual of Omaha November 2012 - June 2013
Wells Fargo January 2006 - October 2012
Wells Fargo Advisors 2007 - 2012
Guardian Title Services, LLC May 2001 - August 2005
Skills
Wealth Management, Series 7, Series 66, Financial Services, Banking, Retirement Planning, Relationship Management, Strategic Financial..., Strategy, Retirement, Risk Management, Asset Allocation, Private Banking
Education
Creighton University 2001 — 2005
Bachelors Degree in Business Administration, Finance
Creighton Prep
Wells Fargo 1980 - 2010
Education
Simon Fraser University 1975 — 1977
Corning Community College 1970 — 1972
Associate's Degree
Target July 2013 - March 2015
Target July 2010 - July 2013
Target April 2007 - July 2010
Target August 2004 - April 2007
Target March 2003 - August 2004
Target January 2002 - March 2003
Target April 2000 - January 2001
Target November 1999 - April 2000
YRC Freight August 1996 - October 1999
Wells Fargo February 1996 - August 1996
Skills
Technical Aptitude, Group Presentations, Employee/Labor Relations, Benefits, Retail, Performance Management, Succession Planning, Talent Management, Financial Education, Employee Benefits, Personnel Management, New Hire Orientations, Human Resources, Industrial Relations, Recruiting, Process Improvement, Leadership, Training, Management, Employee Engagement, Wellbeing, Financial Services, Strategic Leadership
Education
University of St. Thomas 2000 — 2003
MBA, Human Resources
Creighton University 1991 — 1995
BSBA, Double Major in Marketing & Management
TransplantNet (TNet) May 2012 - Present
Wells Fargo June 2015 - August 2015
Wells Fargo February 2015 - February 2015
The Cornell Daily Sun Business Department February 2014 - February 2015
The St. Regis San Francisco June 2014 - August 2014
Wishlife June 2013 - August 2013
FalconMemory June 2013 - August 2013
G2 Tech June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Social Media, Research, Hospitality, Event Planning, Spanish, Time Management
Education
Cornell University School of Hotel Administration 2013 — 2017
Bachelor of Science (B.S.), Hotel Administration, 2017
Lowell High School 2009 — 2013
High School Diploma
Wells Fargo June 2007 - Present
Foxtons January 2004 - June 2007
Skills
Financial Services, Investments, Loans, Business Intelligence, Mentoring, Small Business, Banking, Insurance, Credit, Customer Service, Commercial Banking, Retail Banking, Investment Banking, Commercial Lending
Education
County College of Morris 2010 — 2014
Business Administration and Management, General
Wells Fargo June 2014 - Present
Best Buy November 2007 - June 2014
Skills
Project Management, Training, Research, Customer Service, PowerPoint, Leadership, Sales, Microsoft Word, Management, Microsoft Office, Windows, Banking, Financial Analysis, Business Strategy, Outlook, English, Team Leadership, Risk Management
Education
County College of Morris 2010 — 2015
Associate's degree, Computer/Information Technology Administration and Management
Pacific Life June 2007 - Present
Wells Fargo October 2004 - May 2007
Education
Creighton University 2000 — 2003
BSBA
Stadion Money Management March 2015 - Present
Beckett & Associates Investment Services June 2013 - March 2015
SunTrust Bank July 2012 - June 2013
Wells Fargo August 2010 - July 2012
Education
Piedmont College 2008 — 2010
Bachelor's Degree, Business Administration
Covenant College 2004 — 2005
Seacliff Realty 1996 - Present
The Orange Dog Bar and Grill 2010 - 2012
REM/MAX Select One February 2006 - March 2010
Wells Fargo April 2006 - November 2008
American Guaranty Mortagage February 2003 - April 2006
Peppers Restaraunt March 1996 - June 2002
Bentley's bar and grille February 1989 - August 1994
Hotel Bel Air February 1985 - October 1988
Education
Cowley County Comunity College 1978 — 1980
Cowley College 1978 — 1979
AA, business
Evergreen High School 1974 — 1977
graduate
First National Bank August 2013 - April 2014
21st Century Bank January 2012 - December 2012
Wells Fargo September 2007 - June 2011
TD AMERITRADE August 2005 - July 2007
Skills
Market Risk, Portfolio Management, Financial Modeling, Strategic Financial..., Investments, Financial Analysis, Credit, Derivatives, Finance, Capital Markets, Loans, Fixed Income, Securities
Education
Creighton University 2006 — 2009
M.S.A.P.M., Masters of Security Analysis & Portfolio Management
Creighton University 2001 — 2005
B.S.B.A., Finance & International Business
Saint Louis University in Spain 2003 — 2003
International Business Study Abroad Program
NICE Systems May 2015 - Present
Verizon Wireless August 2013 - May 2015
PCS Wireless May 2012 - July 2013
Wells Fargo September 2010 - May 2012
Skills
Direct Sales, Account Management, Sales, Marketing, B2B Marketing, Inside Sales, PowerPoint, Microsoft Excel, Microsoft Word, SaaS, Social Media Marketing, Training, Problem Solving, Sourcing, Customer Service, Sales Operations, Wireless, New Business Development, Management, Data Mining, Call Centers, Cold Calling, ACD, Data Integration, Technology Integration, Analytics, Enterprise Software
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2011
Bachelor of Science (B.S.), Marketing
County College of Morris 2007 — 2009
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Ericsson June 2015 - Present
PrimeLending, a PlainsCapital Company July 2014 - March 2015
MetLife Home Loans November 2012 - February 2014
MetLife Home Loans August 2011 - November 2012
Wells Fargo November 2010 - August 2011
U. S. Small Business Administration January 2006 - November 2010
Skills
Foreclosures, Quality Management, Quality Assurance, Quality Auditing, Quality Control, Team Management, Loan Origination, Loan Servicing, Mortgage Lending, Default, Loss Mitigation, FHA, Credit, Loans, Residential Mortgages, Risk Management
Education
Creighton University School of Law
Doctorate, Law
University of Nebraska-Lincoln
Bachelor Science, Business Administration and Management, General
Self-employed Vice ChairColorado State Bank & TrustMay 1996 - March 2007
Colorado National Bank January 1992 - April 1996
Wells Fargo 1978 - 1992
Skills
Investments, Asset Managment, Insurance
Education
Creighton University 1973 — 1976
Doctor of Law (JD), Estate Planning
Creighton University
Bachelor's degree, History/Philosophy, Cum Laude
St. A
Wells Fargo August 2015 - Present
Wells Fargo Private Mortgage Banker February 2015 - Present
Wells Fargo Home Mortgage 1999 - Present
Skills
Mortgage Lending, Loans, Credit, Banking, Mortgage Banking, Credit Analysis, Loan Origination, Refinance, FHA, Residential Mortgages, Credit Risk, Consumer Lending, Underwriting, Retail Banking, VA loans, Commercial Lending, Financial Analysis, Risk Management, Commercial Banking, FHA financing, Racial Justice, Investment Properties, First Time Home Buyers, Real Estate, VA Loans, Foreclosures, Sales
Education
County College of Morris 1991 — 1992
Associate's degree
Scottrade November 2013 - Present
TD Ameritrade January 2011 - November 2013
Wells Fargo January 2009 - December 2010
Skills
Mutual Funds, Portfolio Management, Investments, Series 7, Series 66, Investment Advisory, Uniform Combined State..., Wealth Management, Asset Allocation, FINRA, Investment Strategies, Retirement Planning, Series 24, Relationship Management, Financial Planning, Financial Services, Finance
Education
Creighton University 2012 — 2013
South Dakota State University 2005 — 2009
Bachelor of Science (BS), Business/Managerial Economics
Cheiron May 2013 - Present
The Academic Club August 2007 - April 2013
High Tech High August 2011 - May 2012
The Boston Consulting Group June 2011 - August 2011
Wells Fargo March 2006 - November 2006
Skills
Tutoring, Statistics, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Data Analysis, Microsoft Office, Teaching, Research, Editing
Education
University of Southern California 2011 — 2011
Exchange Student
Budapesti Corvinus Egyetem 2009 — 2011
International Business and Economics
University of California, San Diego 2001 — 2005
Economics
JLL October 2013 - Present
Kum & Go February 2012 - October 2013
Wells Fargo May 2009 - February 2012
Wells Fargo Home Mortgage August 2005 - May 2009
Sprint June 1999 - August 2005
Marriott International (Sodexho/Marriott Services/Marriott Health Care Services) August 1986 - June 1999
Skills
Vendor Management, Operations Management, Leadership, Program Management, Contract Management, Process Improvement, Management, Strategic Planning, Project Planning, Budgets, Team Leadership, Project Management, Cross-functional Team..., Facilities Management, Team Building, Negotiation, Energy Management, Business Development, CRM, Contract Negotiation, Human Resources, Development Planning, New Business Development, Customer Service, Analysis, Retail, Green, Construction Management, Process Scheduler, Sales, Purchasing, Security, Team Building and..., Forecasting, Change Management, Customer Satisfaction, Business Strategy, Procurement, Training, Business Planning, Income Statement, Quality Assurance, Team Management, Construction, Risk Management, TQM/CQI, Six Sigma and..., • KPI/KRI Development..., Operational Plan..., Green Programs, Strategic Space Planning
Education
DeVry University 2000 — 2002
Bachelor of Science, Telecommunications Management, GPA 3.82 Magna Cum Laude
Creighton University 1985 — 1986
Course work in General studies and Pre-Engineering, Mechanical Engineering
Missouri Valley High 1981 — 1985
General, General Studies
M&T Bank March 2013 - Present
Millenium Home Mortgage, llc. February 2012 - March 2013
PHH Mortgage March 2010 - February 2012
Wells Fargo December 2007 - February 2010
Skills
1st Time Homebuyer..., Jumbo loans, FHA, VA,..., Able to business in..., Over 20 Years..., Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Refinance, FHA, Credit, Residential Mortgages, VA Loans, Credit Analysis, USDA, FHA Financing, Banking, Commercial Lending, Consumer Lending, Mortgage Underwriting, Reverse Mortgages, Finance, Investments, Underwriting, First Time Home Buyers, Investment Properties
Education
County College of Morris 1983 — 1985
Associate's degree, Business, Management, Marketing, and Related Support Services
East Stroudsburg University of Pennsylvania
Wells Fargo Home Mortgage August 2003 - Present
Wells Fargo Bank 2003 - Present
Wells Fargo 2003 - Present
Skills
Credit, Loans, Mortgage Banking, Mortgage Lending, FHA, Refinance, Underwriting, Consumer Lending, Commercial Lending, Credit Analysis, VA loans, Loan Origination, Residential Mortgages, Small Business Lending, Banking
Education
University of Iowa 1999 — 2003
Bachelor’s Degree, Finance, General
Creighton University
Wells Fargo June 2010 - Present
Skills
Software Project..., Business Analysis, Database Development, Data Analytics, Web Applications, Franchisee Management, Program Management, Trading Systems, Data Analysis, Start-ups, Project Management, Financial Services, Leadership, Databases, IT Strategy, Management, E-commerce, Franchising, SDLC, Strategy, Integration, Consulting, Process Improvement, PMO, PMP, Vendor Management, Risk Management
Education
Northwestern University 2011 — 2016
Master of Science, Management IS
Creighton University 1991 — 1995
BSBA, Finance, Economics
Wells Fargo June 2015 - Present
Open Systems International March 2010 - Present
Phillips 26 Glacier Cruise June 2009 - August 2009
Lundeen Interiors May 2008 - August 2008
Dura Supreme Cabinetry May 2006 - August 2007
Skills
Project Management, MS Project, Software Project..., Software Development, Agile Methodologies, Visio, PMO, Agile Project Management, SharePoint, Project Planning
Education
Covenant College 2007 — 2009
Bachelor of Arts (B.A.), Biology, General
University of Minnesota-Twin Cities 2005 — 2007
Biology, General
Wells Fargo August 2013 - Present
BITwave USA May 2012 - August 2013
Raytheon August 2010 - March 2012
United Technologies April 2008 - August 2010
LEWIS PR 2006 - 2008
Edelman 2004 - 2006
Waggener Edstrom 2001 - 2004
Widevine Technologies 2001 - 2001
Public Broadcasting Service 2000 - 2001
Skills
Public Relations, Public Speaking, Operations Management, Marketing, Strategic Communications, Crisis Communications, Internal Communications, Creative Writing, Technical Writing, Report Writing, Editing, Sales Operations, Media Relations, Mediation, Negotiation, Alternative Dispute..., Executive Reporting, Presentation Development, Proposal Generation, Process Scheduler, Press Releases, Marketing Communications, Message Development, Speech Writing, Communication Training, Newsletters, Reputation Management, Copywriting, Integrated Marketing, Corporate Communications, Web Content, Content Development, Content Management, Crisis Management, Leadership
Education
Creighton University 2015 — 2018
Doctor of Education (Ed.D.), Interdisciplinary Leadership
Creighton University 2010 — 2012
Master of Science (MS), Negotiation & Dispute Resolution, Creighton University School of Law
Hawaii Pacific University 1997 — 2000
Bachelor of Arts (B.A.), Communications
Wells Fargo October 2014 - Present
Wells Fargo November 2012 - October 2014
The Art Institutes International Minnesota April 2012 - November 2012
T-Mobile June 2007 - April 2012
Skills
Sales Management, Loan Origination, Finance, Refinance, Public Speaking, Residential Mortgages, Microsoft Office, Mortgage Lending, FHA, Higher Education, Customer Service, Mortgage Banking, Mortgage Servicing, Real Estate Transactions, Real Estate Financing, Financial Analysis, Microsoft Excel, Data Analysis, Business Analysis, Complex Analysis, Financial Reporting, Retail Category..., Portfolio Management, Project Management, Account Management, Web-based Solutions, Organizational...
Education
St. Cloud State University 2004 — 2008
BS, Finance, General
Creighton University 2003 — 2004
Wells Fargo October 2010 - October 2014
Wells Fargo January 2009 - October 2010
Wells Fargo October 2006 - January 2009
Wells Fargo October 2005 - October 2006
Wells Fargo March 2004 - October 2005
Skills
Customer Service, Customer Service..., Sales Management, Event Planning, Drawing, Administration, Recruiting, Sales, Problem Solving, Build Strong..., Financial Planning, Graphic Design, Baking, Interior Design, Finance
Education
Palomar College 2014 — 2016
Associate of Arts (A.A.), Animation, Interactive Technology, Video Graphics and Special Effects, a
Crafton Hills College 2004 — 2005
General Studies, B+
Mountain City Club September 2014 - Present
Wells Fargo Home Mortgage June 2009 - September 2014
Creative Marketing/EMR Consulting, inc. 2011 - 2013
Rix consulting October 2007 - May 2009
Wells Fargo March 2004 - October 2007
Bank of America 2000 - 2001
Skills
Business Development, Sales, Marketing, Selling, B2B, Budgets, Portfolio Management, Small Business, Mortgage Lending, Training, Finance, Leadership, Management, Team Building, Event Planning, Fundraising
Education
Covenant College 2005 — 2008
BS, Business Administration and Management, General, graduated-BS
University of Cincinnati 1993 — 1994
Science/Bio, pre med science/pyschology
International Longshoremans Associ July 2014 - Present
Wells Fargo August 2011 - May 2013
Franklin First Financial January 2006 - April 2007
Champion Mortgage April 2004 - January 2006
Champion Mortgage September 2002 - April 2004
Skills
Mortgage Banking, Mortgage Lending, Loan Origination, Loans, Credit, Banking, Finance, Non-Conforming, Financial Analysis, Refinance, FHA, Super Jumbo
Education
County College of Morris 1988 — 1990
Cisco Systems August 2012 - Present
Wells Fargo December 2006 - October 2012
Technisource April 2005 - November 2006
Integrated Software Solutions, Inc. December 2003 - March 2005
University of Melbourne January 2002 - November 2003
Skills
SDLC, Cross-functional Team..., Agile & Waterfall..., Time Management, Business Analysis, Software Project..., Release Management, Managing Project Budgets, Resource Management, Requirements Analysis, Change Management, SharePoint, MS Project, Project Portfolio..., Quality Center, QTP, ClearQuest, DB2, SOA, Test Planning, Enterprise Software, Agile Methodologies, Vendor Management
Education
Central Queensland University
Master of Information Systems (MIS)
University of Melbourne
Master of Env. Science (M.Sc.)
Wells Fargo March 2011 - Present
Wells Fargo September 2008 - March 2011
Wells Fargo May 2007 - September 2008
Sparkart, LLC September 2005 - March 2006
Law Offices of Norton Tooby October 2003 - August 2005
Ideas To Go June 1999 - October 2003
Foresthills Hotels & Resorts 1997 - 1999
Rosewood Hotels & Resorts 1996 - 1998
Skills
Direct Mail, Online Marketing, Newsletters, Web Project Management, Email Marketing, Online Advertising, Management, Direct Marketing, Analytics, Marketing, Marketing Strategy, Marketing Management, Competitive Analysis, Leadership, Strategy, Analysis, Marketing Communications, Segmentation, Program Management, Integrated Marketing
Education
Chubb Institute
Computer Technical Support
County College of Morris
Associate Degree, English; Journalism
Texas A&M University-Commerce
Business Management
Wells Fargo
Skills
Credit, Loans, Credit Analysis, Financial Analysis, Wealth Management, Banking, Financial Services
Education
Creighton University 1982 — 1986
BA
Wells Fargo June 2014 - Present
Wells Fargo Bank April 2010 - June 2014
Wells Fargo Bank December 2008 - June 2010
Wachovia Bank August 2005 - December 2008
MCI June 2001 - August 2005
MCI July 1997 - June 2001
Wachovia Bank December 1994 - July 1997
Corning Incorporated December 1991 - December 1994
Skills
Account Management, Telecommunications, Strategy, Contract Negotiation, Sourcing, Strategic Planning, Management, Vendor Management, Business Planning, Marketing Strategy, Business Strategy, Sales, Managed Services, Contract Management, Supply Chain, Process Improvement, Cross-functional Team..., Supply Chain Management, Sales Management, Negotiation, SaaS, Outsourcing, Integration, Strategic Sourcing, Networking, Business Process..., Leadership, Program Management
Education
Creighton University 1985 — 1989
Bachelor of Arts (BA), Psychology
East Carolina University - College of Business 2008 — 2009
Master of Business Administration (M.B.A.), Business
Wells Fargo November 2004 - Present
U.S. Senator Chuck Hagel March 2001 - November 2004
U.S. Congressman Lee Terry January 1999 - February 2001
Norwest Bank July 1990 - October 1993
Skills
Policy, Public Speaking, Insurance, Fundraising, Banking, Non-profits, Small Business, Community Outreach, Risk Management, Strategic Planning, Series 7, Volunteer Management, Leadership
Education
Creighton University 1987 — 1990
BSBA, Finance, General
University of Illinois- Chicago 1995 — 1997
MA, Political Science
Berkshire Hathaway January 2014 - Present
D.A. Davidson & Co. June 2012 - August 2012
D.A. Davidson & Co. February 2007 - August 2011
Wells Fargo July 2005 - February 2007
Education
Creighton University School of Law 2011 — 2014
Doctor of Law (JD), Law (Tax & Business Concentration)
Monmouth College 1997 — 2003
Wells Fargo June 2012 - Present
Wells Fargo Bank January 2009 - June 2012
Wachovia Bank September 2003 - December 2008
Bank of America July 2000 - September 2003
Skills
Commercial Lending, Loans, Contract Negotiation, Credit, Real Estate Economics, Asset Management, Credit Analysis, Real Estate Transactions, Banking, Finance, Financial Modeling, Commercial Banking, Leadership, Mortgage Lending, Small Business Lending, Valuation, Business Development, Strategic Planning, Portfolio Management, Investments, Mergers & Acquisitions, Investment Properties, Loan Origination, Due Diligence, Real Estate, Real Estate Development, Financial Analysis, Underwriting, Commercial Real Estate, Risk Management
Education
Ithaca College 1995 — 1997
Bachelor of Science, Business Management
Corning Community College 1993 — 1995
Wells Fargo April 2015 - Present
Silver Bay January 2013 - April 2015
US Bank July 2009 - January 2013
Deloitte September 2006 - June 2009
Skills
Internal Controls, Auditing, Sarbanes-Oxley Act, US GAAP, Internal Audit, GAAP, CPA, SEC filings, Financial Analysis, SEC Filings, Accounting
Education
Creighton University 2002 — 2006
BA in Business Administration, Accounting and Finance
Benilde St. Margarets
Wells Fargo January 2013 - Present
Wells Fargo April 2012 - November 2012
Wells Fargo Bank October 2010 - April 2012
Wells Fargo June 2009 - April 2012
Citi Grouop January 2008 - May 2009
Software Nucleus Solutions January 2005 - September 2007
Skills
Requirements Gathering, Visio, Business Requirements, SQL, Requirements Analysis, Business Analysis, SharePoint, Agile Methodologies, Software Project..., Microsoft SQL Server, Oracle, Business Intelligence, Java Enterprise Edition, Integration, Scrum, Process Improvement, Process Management, Business Process, User Acceptance Testing, Software Documentation
Education
CQUniversity 2002 — 2004
Masters, Information Systems
Dublin Business School 2001 — 2001
Diploma in Busines Studies
Sandman Grow Yard March 2002 - Present
Adams Bank & Trust 2003 - 2004
Wells Fargo August 2000 - April 2003
First National Bank of McCook/FCB September 1997 - August 2000
Skills
Farms, Microsoft Office, Strategic Planning, Customer Service, Team Leadership, Team Management, Irrigation, Sustainable Agriculture, Marketing Strategy, Cattle, Feeding Cattle, Leadership, Team Building, Business Planning, Sales, Business Development, Financial Analysis, Account Management, Public Speaking, Sales Management, Budgets, New Business Development, Animal Nutrition, Banking, Leadership Development, Loans
Education
University of Nebraska-Lincoln 1992 — 1996
Bachelor's degree, Agricultural Business and Management
Cottey College 1991 — 1992
Charles Schwab January 2008 - Present
O'Neil, Cannon, Hollman, DeJong S.C. November 2003 - June 2007
American Express February 2003 - November 2003
Wells Fargo Retirement Plan Services, Inc. (formerly EMJAY) 2001 - 2003
Wells Fargo 1998 - 2001
Education
Creighton University School of Law
JD
Rochester Interiors January 2010 - Present
St. Paul Linoleum & Carpet Co. January 2005 - Present
Wells Fargo August 2005 - February 2006
Skills
Account Management, Budgets, Business Development, Construction Management, Contract Management, Contract Negotiation, Customer Service, Management, Marketing, Project Management, Project Planning, Sales, Strategic Planning, Value Engineering, Vendor Management
Education
Creighton University 2001 — 2005
BSBA, Finance & Marketing
PNC Financial Services Group 2001 - Present
National City Bank 2001 - 2009
ITS Communications 2000 - 2001
CTS Telecom, Inc 1997 - 2000
Wells Fargo 1995 - 1997
First of America Bank, NA 1993 - 1995
Skills
Risk Management, Treasury Management, Process Improvement, Mergers & Acquisitions, Six Sigma, Project Management, ACH, Banking, Cash Management, Commercial Banking, Business Analysis
Education
Cornerstone University 2002 — 2004
B.A., Business Management
University of Maryland College Park 1996 — 1998
A.A., Business Management
Credit Suisse February 2012 - Present
Horizon Blue Cross Blue Shield of New Jersey February 2011 - February 2012
Wells Fargo August 2009 - January 2011
Bank of America 2007 - 2009
Various Clients 2005 - 2007
Education
CQUniversity 2003 — 2005
Master in Information Systems, Information Technology
Osmania University 1999 — 2002
Bachelor in Compluter Applications, Information Technology
Wells Fargo March 1995 - Present
Education
Creighton University School of Law
Doctor of Law (JD)
University of Iowa
Bachelor of Business Administration (BBA)
Wells Fargo January 2013 - Present
Bank of the West January 2012 - December 2012
United Western Bank November 2008 - January 2011
Wachovia, A Wells Fargo Company January 1998 - August 2008
Heller Financial February 2005 - January 2008
Norwest Bank, A Wells Fargo Corporation August 1992 - February 1995
Skills
SBA 504, Small Business Lending, SBA, Commercial Lending, Loans, Loan Origination, Finance, Commercial Finance, Real Estate Transactions, Real Estate, Commercial Real Estate, Refinance, Commercial Mortgages, Business Development, Business Acquisition, Credit, Asset Based Lending, Credit Analysis, Sales, Banking, Management, Commercial Banking, Financial Analysis, Mortgage Lending, Investments, Real Estate Economics, Investment Properties
Education
Creighton University 1987 — 1991
BSBA, Finance
MPB
Wells Fargo November 2013 - Present
Wells Fargo September 2011 - March 2013
Wells Fargo Bank June 2009 - December 2010
Wells Fargo Bank April 2004 - October 2008
Wells Fargo January 1999 - April 2004
Wells Fargo Bank January 1998 - January 1999
Franklin Templeton Group January 1996 - February 1998
Franklin Templeton Group January 1992 - January 1996
Skills
Process Improvement, Problem Management, Systems Analysis, Data Center, Technical Support, Healthcare Information..., Project Management, Change Management, Servers, Management, SharePoint, Networking, Testing, Leadership
Education
Cosumnes River College 2013 — 2013
Certificate Program, Healthcare-IT Technical Support Program
Cosumnes River College 2012 — 2012
Certificate Program, Healthcare-IT Implementation Support
University of Phoenix 1995 — 1997
M.A. Organizational Management, Business
The University of New Mexico 1976 — 1981
Bachelor of Science (B.S.), Sociology
Aviva plc February 2010 - Present
Wells Fargo April 2007 - January 2010
Education
Creighton University 1994 — 1998
BSBA, Accounting, Finance
ADP July 2009 - April 2010
ADP February 2008 - July 2009
WELLS FARGO March 2007 - January 2008
Iowa Department of Human Services, (DHS)- Des Moines, Iowa November 2000 - August 2006
Iowa Department of Human Services, (DHS)- Des Moines, Iowa November 1999 - November 2000
Iowa Department of Human Services, (DHS)- Des Moines, Iowa October 1998 - November 1999
Farm Bureau Financial Services - West Des Moines, Iowa September 1997 - October 1998
Microware Systems Corporation - Des Moines, Iowa September 1990 - September 1997
Education
Creighton University
BSBA, ECONOMICS
Private banker at Morgan Stanley Private Bank 2012 - Present
First Savings Bank 2010 - 2012
Wells Fargo 2008 - 2010
Skills
Investments, Series 7, Banking, Relationship Management, Financial Analysis, Series 63, Credit Analysis, Uniform Combined State..., Wealth Management, Commercial Lending, Credit
Education
Creighton University 2007 — 2009
MBA, business
University of Nebraska at Omaha 2003 — 2005
BS Business, Finance, Banking, Investments
Grey Sky Films May 2009 - Present
LuvZombie Productions September 2008 - October 2012
The Westye Group East March 2007 - May 2009
Wells Fargo March 2004 - March 2007
Skills
Video, Video Editing, Video Production, Social Media, Television, Film Production, Entertainment, Creative Writing, Social Media Marketing, Blogging, Online Advertising, Photography, Commercials, Post Production, Film, Marketing Strategy, Social Networking, Marketing, Customer Service
Education
County College of Morris 2004 — 2008
Associate of Arts (A.A.), Radio and Television Broadcasting Technology/Technician
Morris County Community College 2004 — 2008
Associates of Applied Sciences, Broadcasting Media Studies, 4.0 GPA
Discovery Nutrition, LLC January 2015 - Present
Nutrition Therapy Institute June 2014 - Present
RRCA Certified Run coach May 2014 - Present
Discovery Running, LLC May 2014 - Present
Kent Denver August 2014 - October 2014
Kent Denver School August 2013 - October 2013
Running Creek Counseling April 2012 - July 2012
Wells Fargo October 2003 - July 2010
Working Boys Center September 2002 - May 2003
Uta Halee July 2001 - July 2002
Skills
Clinical and leadership, Leadership, Personal Development
Education
Creighton University 1998 — 2002
BS, Psychology
Kent Denver School 1992 — 1998
Nutrition Therapy Institute
Master of Nutrition Therapy (in progress), Holistic Nutrition
Farmers Mutual Hail Insurance May 2013 - Present
Wells Fargo January 2013 - May 2013
Ernst & Young September 2008 - January 2013
EY June 2007 - August 2007
Mutual of Omaha April 2006 - May 2007
Skills
Auditing, Financial Reporting, US GAAP, Internal Controls, Sarbanes-Oxley Act, Insurance, Strategic Financial..., Accounting, SEC filings, GAAP, Financial Accounting, IFRS, External Audit, Financial Statements, Tax Accounting, Financial Analysis, Sarbanes-Oxley, Enterprise Risk..., General Ledger, Income Tax, Corporate Tax, Financial Audits, Variance Analysis, Account Reconciliation, Managerial Finance, Finance, Statutory Accounting, Forecasting, SAS70, Financial Services, Big 4, Revenue Recognition, Mergers, Internal Audit, CPA
Education
Creighton University 2014 — 2017
Master of Science (M.S.), Security Analysis & Portfolio Management
Creighton University 2004 — 2008
BSBA, Accounting & Finance
Wells Fargo Real Estate Broker AssociateHegg, REALTORS® IncMay 2015 - Present
Skills
Loans, Credit, Mortgage Lending, Small Business Lending, Leadership, Microsoft Word, Sales Presentations
Education
Creighton University
Bachelor’s Degree, Business Administration and Management, General
Great Western Bank November 2014 - Present
Great Western Bank February 2011 - November 2014
Great Western Bank 2011 - 2013
PayPal November 2007 - February 2011
Wells Fargo October 1996 - August 2006
Skills
Banking, Retail Banking, Credit, Loans, Cross Selling, Call Centers, Credit Cards, Customer Service, Relationship Management, Sales, Leadership, Consumer Lending
Education
Nebraka College of Business 1989 — 1990
Associate's degree, Accounting
Creighton University 1986 — 1988
Pre-Law Studies
Northern Trust Corporation July 2014 - July 2015
Group One Trading, LP June 2013 - August 2013
Wells Fargo May 2012 - July 2012
Renaissance Financial January 2012 - April 2012
Education
Creighton University 2010 — 2014
BSBA
건국대학교 / Konkuk University 2013 — 2013
Universidad Adolfo Ibáñez 2012 — 2012
Wells Fargo Bank January 2002 - Present
Wells Fargo October 1975 - December 2001
Education
Creighton University 1974 — 1978
Finance, General
Wells Fargo Bank August 2010 - Present
Wells Fargo February 2008 - August 2010
Skills
Sales Management, People Management, Product Management, Risk Management, Change Management
Education
Creighton University 2003 — 2007
Bachelor or Arts and Science, History
Wells Fargo May 2005 - Present
Fein, Such, Kahn & Shepard Law Firm January 2000 - May 2005
Skills
Notary Public, Insurance, Bankruptcy, Credit, Banking, Outlook, Financial Services, Westlaw, Corporate Law, Trusts, Real Estate, Bilingual
Education
University of Phoenix 2007 — 2010
Bachelor's degree, Human Service Management
County College of Morris 2000 — 2001
Principal Financial Group January 2015 - Present
Wells Fargo January 2014 - January 2015
Ernst & Young January 2011 - January 2014
Skills
CPA, Internal Controls, Sarbanes-Oxley Act, US GAAP, Auditing
Education
University of Iowa 2009 — 2010
M.Ac., Accounting
Creighton University 2004 — 2008
Bachelor of Science (BSBA), Finance
Wells Fargo 2011 - 2012
Skills
Microsoft Excel, Strategic Planning, Teaching, Microsoft Word, Public Speaking, Microsoft Office
Education
Craven Community College
Wells Fargo February 2004 - December 2013
Building Blocks Childcare Services September 2001 - February 2004
Ada Budrick Child Care and Learning Center September 1996 - September 2001
Skills
customer service,..., outlook, word, excel, Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training
Education
County College of Morris 1998 — 1999
Developmental and Child Psychology
boonton high school 1993 — 1997
high school diploma, 12
Wells Fargo September 2008 - Present
Skills
Certified Financial...
Education
Drake University 1982 — 1983
Master of Business Administration (MBA)
Creighton University 1978 — 1982
BSBA, Finance, General
Wells Fargo May 2011 - November 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning
Education
Cornish College of the Arts 2007 — 2010
Bachelor's degree, Music Performance, General
The Auto Club Group November 2013 - Present
First Data Corporation January 2012 - April 2013
First Data Corporation February 2009 - December 2011
Wells Fargo March 2006 - June 2008
Centrix Financial July 2004 - November 2005
Ford Motor Credit Company April 1997 - June 2004
Skills
Visio, Software Documentation, Software Development, Process Improvement, Coaching, Call Centers, Requirements Management, Requirements Gathering, Requirements Analysis, Project Planning, Business Analysis, Business Process..., Quality Assurance, Vendor Management, CRM
Education
Creighton University 1990 — 1994
BSBA, Marketing
Creighton University 1990 — 1994
BSBA, Business Administration
Health Net Federal Services March 2014 - Present
Popular Community Bank July 2008 - February 2014
Popular Community Bank June 2006 - June 2008
Popular Community Bank April 2001 - June 2004
Wells Fargo September 2000 - March 2001
First Union National Bank December 1999 - August 2000
Skills
Automated credit..., System management and..., Business Process..., Consumer Lending, Product Development, Analytical Skills, Problem Solving, Procedure Development
Education
Valencia Community College 2008 — 2011
Cosumnes River College 2004 — 2006
Shamrock Storage, LLC May 2000 - Present
Mr. Everything, LLC April 2007 - Present
Wells Fargo June 1989 - May 2000
IBM August 1986 - May 1989
Skills
Project Management, Commercial Banking, Software Project..., Management, Bookkeeping, Accounts Payable, Accounts Receivable, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Customer Service..., Accounting, Public Speaking, Teaching, Windows, Research, English, PowerPoint
Education
Creighton University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Carlisle & Gallagher Consulting Group January 2014 - Present
Wells Fargo April 2013 - January 2014
Wells Fargo September 2008 - April 2013
Wachovia Securities Commercial Real Estate Servicing April 2006 - October 2008
Wachovia Securities Commercial Real Estate Servicing July 2002 - April 2006
Skills
Software Documentation, Risk Management, SDLC, Process Improvement, Business Process, Banking, Analysis, Requirements Gathering, Business Analysis, Business Requirements, PMO
Education
University of South Carolina Upstate 2000 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Corning Community College 1998 — 2000
Associate's degree, Liberal Arts and Sciences/Liberal Studies
CTDI May 2007 - Present
Vistar 2005 - 2007
Wells Fargo January 2003 - January 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Access, Inventory Management, Data Entry
Education
The Criswell College 2004 — 2005
Mountain View College 2001 — 2004
SunTrust Bank August 2011 - Present
Wells Fargo July 2004 - August 2011
Bank of America October 1994 - January 2004
Skills
Loans, Consumer Lending, Small Business Lending, Credit, Banking, Retail Banking, Commercial Banking, Commercial Lending, Mortgage Lending, Credit Analysis, Loan Origination, Lines Of Credit, Cross Selling, Branch Management, Mortgage Banking, Portfolio Management, Branch Banking, Deposits, Relationship Management, Cash Management
Education
Creighton University 1990 — 1994
Bachelor of Arts, Communications and Sociology
Florida Metropolitan University 1994 — 1995
Master's Degree, Business Administration and Management, General