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 January 2015 - Present
Federal Reserve Bank of San Francisco November 2012 - July 2014
Federal Reserve Bank of New York August 2007 - October 2012
A.T. Kearney Global Business Policy Council January 2007 - June 2007
The World Bank May 2006 - December 2006
Frenger International, Ltd. June 2005 - December 2005
T-Systems November 2002 - July 2004
Industrial Investment Council January 2002 - June 2002
GRiP Personal Consulting GmbH July 2000 - December 2001
Sanford C. Bernstein April 1998 - June 1999
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2004 — 2007
MA
Ludwig-Maximilians Universität München 1996 — 1997
N/A
Dartmouth College 1992 — 1996
A.B.
RBC June 2011 - Present
RBC Bank June 2011 - January 2012
Wells Fargo January 1997 - June 2011
wachovia bank. miami, fl 2004 - 2007
key biscayne bank - euro bank 1983 - 1997
Skills
Consumer Lending, Loans, Process Improvement, Finance, Loan Origination, Retail Banking, Lines Of Credit
Education
Davenport University
Wells Fargo July 2012 - Present
MidOcean Partners June 2010 - August 2010
Munn Volunteer Program July 2009 - August 2009
The Metropolitan Museum of Art May 2009 - July 2009
Education
Davidson College 2008 — 2012
BA, Art History, French
Riverdale Country School 2004 — 2008
Saint David's School 1996 — 2004
Wells Fargo December 2013 - Present
Oceanside Country Club June 2010 - December 2013
Noah's Tuscany Market February 2008 - June 2010
Palm Coast Ford January 2005 - February 2008
Skills
Retail Banking, Consumer Lending, Small Business Lending, Life Insurance, Investments, Mutual Funds, Series 6, QuickBooks, Golf, Customer Service, Human Resources, Exceptional People..., Experienced Sales..., Retail Sales Experience, Project Management, Exceptional verbal and..., Management, Team Building, Leadership, Public Speaking, Social Media, Budgets
Education
Daytona State College 2011 — 2013
Bachelor of Applied Science, Supervision and Management
Keiser University-Ft Lauderdale 2009 — 2011
Associate of Arts (AA), Accounting
Series 6
Series 63
Giant Carpet One April 2014 - Present
Wells Fargo July 2013 - April 2014
LDS Printing Division March 2013 - July 2013
Ken Lovell Electric December 2012 - March 2013
HomeShield Pest Control May 2012 - August 2012
Skills
Spanish, Fast-paced, Smalltalk, Mathematics, Acoustic Guitar, Quick Witted, Logical Thinker
Education
Davis Applied Technology College 2014 — 2016
Information Technology
Utah State University 2008 — 2012
General Studies, NA
Wells Fargo May 2013 - Present
RaceTrac Petroleum April 2012 - May 2013
Skills
Retail, Merchandising, Loss Prevention, Customer Service, Visual Merchandising, Cashiering, Retail Sales, Customer Satisfaction, Inventory Control, Sales, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Management
Education
Kennesaw State University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Information Security and Assurance
Dalton State College 2009 — 2011
Associate's degree, Business Management
Wells Fargo Advisors January 2015 - Present
Wells Fargo December 2013 - January 2015
Chipotle Mexican Grill August 2012 - November 2013
Subway February 2012 - August 2012
Southern Virginia Higher Education Center August 2011 - December 2011
Skills
Photography, Photoshop, Illustrator, Fonts, Knitting, InDesign, Typography, Adobe Creative Suite, Mac, Vector Illustration, Dreamweaver, Facebook, Branding & Identity, Adobe Acrobat, Advertising, OS X, Customer Service, Microsoft Excel, Teamwork, PowerPoint, Social Media
Education
Virginia Commonwealth University 2013 — 2016
Bachelor of Science (B.S.), Finance
Danville Community College 2008 — 2011
Associate of Arts and Sciences (A.A.S.)
E4 Crop Intelligence September 2012 - Present
Farmers Trust and Savings Bank September 2010 - September 2012
TierOne Bank January 2009 - September 2010
Wells Fargo 2006 - 2009
Skills
Sarbanes-Oxley Act, Mergers & Acquisitions, Financial Modeling, Strategic Planning, Strategic Financial..., Finance, Due Diligence, Financial Reporting, Financial Analysis, Forecasting, Consolidation, Financial Audits, Cash Management, Revenue Recognition, Cash Flow, Budgets, Management
Education
Dana College 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Bunge May 2015 - Present
Wells Fargo June 2014 - April 2015
Air Products and Chemicals August 2011 - August 2013
Skills
Chemistry, Data Analysis, Matlab, Financial Modeling, Leadership, Six Sigma, Statistics, Management, Process Simulation, Research
Education
Dartmouth College 2013 — 2015
Master's degree, Engineering Management
Princeton University 2007 — 2011
Bachelor's degree, Chemical and Biological Engineering
Camino Global Foundation June 2014 - Present
Camino Global May 2009 - Present
Hope Coffee/Camino Global January 2012 - Present
Bear Creek Bible Church May 2008 - Present
Wells Fargo May 2008 - May 2009
Wells Fargo January 2007 - May 2008
Skills
Fund Accounting, Financial Analysis, Business Development, Financial Projection, Financial Accounting, Entrepreneurship, Teaching, Business as Mission, Business Planning, Credit, Nonprofits, Finance, Leadership, Leadership Development, Accounting, Team Building, Fundraising, Preaching, Coaching, Strategy, Cash Flow, Organizational..., Strategic Planning, Public Speaking, Non-profit...
Education
Dallas Theological Seminary 2008 — 2013
Master of Theology, New Testament
University of Northern Colorado 2004 — 2007
Bachelor of Science (BS), Business Finance
Wells Fargo January 2014 - Present
Wells Fargo July 2013 - December 2013
Wells Fargo March 2011 - July 2013
DiNapoli Capital Partners July 2010 - September 2010
Shred Optics LLC November 2006 - November 2009
Zions Bank June 2008 - August 2008
The Boyer Company October 2007 - November 2007
Prudential Utah Real Estate July 2006 - September 2006
Skills
Real Estate, Financial Analysis, Portfolio Management, Credit, Loans, Banking, Real Estate Development, Commercial Real Estate, Microsoft Office, Real Estate Economics, Due Diligence, Microsoft Excel, Analysis, Finance
Education
Dartmouth College 2005 — 2009
Bachelor of Arts, Geography modified; Economics
Winter Sports School 2002 — 2004
Stringham Real Estate School
Wells Fargo September 2013 - Present
Wells Fargo Advisors March 2010 - September 2013
Skills
Relationship Management, Access, Microsoft Excel, Public Speaking, Analysis, Customer Service, Research, Networking, Marketing, Strategy, Due Diligence, Equities
Education
Davidson College 2005 — 2009
Bachelor of Arts (BA), Political Science
Wells Fargo August 2013 - Present
Holiday Inn Express October 2012 - October 2013
Family Christian September 2009 - October 2012
Skills
Customer Service, Data Entry, Cashiering, Telephone Skills, Time Management, Retail, Event Planning, Microsoft Word, Customer Satisfaction, Microsoft Office, PowerPoint, Outlook, Microsoft Excel, Inventory Management, Sales, Facebook, Social Media, Phone Etiquette, Social Networking, Teamwork
Education
Dalton State College 2009 — 2010
Pickens County High School 2005 — 2009
Wells Fargo October 2014 - Present
Northern Trust June 2013 - October 2014
US Bank February 2011 - June 2013
US Bank April 2009 - February 2011
Bank of America September 1999 - March 2009
Skills
Private Banking, Credit Administration, Sales Management, Foreign Languages, Compliance, Credit, People Management, Management, Marketing, Team Leadership, Team Building, Strategic Financial..., Finance, Loans, Leadership, Strategy, Financial Services, Analysis, Credit Cards, Risk Management, Sales, Commercial Lending, Commercial Banking, Mortgage Lending
Education
Grand Canyon University 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.92
Davenport University 2000 — 2004
Bachelor's Degree, Business Administration with Concentration in Accounting, 3.97
Université Paris X Nanterre 1997 — 1998
Independent Studies, French Language and Literature
The Hebrew University 1994 — 1997
Bachelor, French Language and Literature
Wells Fargo July 2015 - Present
Dartmouth College August 2014 - Present
Wells Fargo December 2014 - December 2014
Wells Fargo July 2014 - August 2014
Skills
Public Speaking, PowerPoint, Microsoft Office, Social Media, Microsoft Excel, Microsoft Word, Research, Leadership, Event Planning, Customer Service, Analysis
Education
Dartmouth College 2014 — 2018
Economics
Loyola High School 2010 — 2014
High School
Wells Fargo May 2012 - Present
Education
Daytona State College 2013 — 2017
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
CloudPhysics August 2015 - Present
Zetta.net January 2009 - Present
Symantec May 2006 - January 2009
Skip20 Consulting May 2005 - May 2006
Blue Titan Software May 2004 - June 2005
Intersperse, Inc. October 2001 - June 2004
LogicTier 2000 - 2001
ChipShot.com 1999 - 2000
Wells Fargo 1996 - 1997
Chase Securities, Inc. 1993 - 1996
Skills
SaaS, Enterprise Software, Product Management, Marketing, Cloud Computing, Virtualization, Product Marketing, Software Development, Start-ups, Storage, Go-to-market Strategy, Distributed Systems, Sales Enablement, Security, Business Development, Networking, Management, Leadership, Integration, Product Development, SDLC, Demand Generation, Strategic Partnerships, Business Alliances
Education
Haas School of Business, UC Berkeley 1997 — 1999
MBA, Marketing & Management
Dartmouth College 1988 — 1992
BA, Philosophy
Wells Fargo August 2013 - Present
Tower Legal Solutions January 2012 - August 2013
DiscoverReady October 2012 - December 2012
Tooms & Dunaway, PLLC May 2011 - May 2012
United States Bankruptcy Court January 2012 - April 2012
Amazon April 2008 - December 2008
Country Corner Stores June 2005 - August 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, English, Windows, Westlaw, Lexis, Wordperfect
Education
University of Kentucky College of Law 2009 — 2012
Doctor of Law (JD), Law
Davidson College 2004 — 2009
BS, Psychology, Philosophy
GM Financial March 2014 - Present
Wells Fargo August 2012 - November 2013
University of Central Florida December 2010 - May 2012
Skills
Data Analysis, SAS, Banking, SQL, Risk Management, Statistical Modeling, Econometrics, Data Warehousing, Data Mining
Education
University of Central Florida 2010 — 2012
Bachelor of Arts (B.A.), Economics; GPA: 3.73/4.00
University of Central Florida 2010 — 2012
Minor, Mathematics
Daytona State College 2007 — 2009
Associate of Arts (A.A.), General Studies; GPA: 3.40/4.00
Hertz October 2013 - Present
CITENT, INC February 2010 - Present
Wells Fargo February 2013 - August 2013
West Corporation August 2012 - October 2012
Skills
Experienced Speaker, Film Actor, Selling, Negotiation, Multilingual, Swahili, Travel, Writing, Narrator, Oratory, Intercultural..., Communication, Solution Selling
Education
Whitworth University 2007 — 2011
BA. Arts
Daystar University
Eastern Washington University
CohnReznick LLP September 2014 - Present
Webster Business Credit April 2014 - September 2014
Northwest Savings Bank November 2011 - April 2014
SunTrust Bank February 2010 - November 2011
Wells Fargo July 2007 - February 2010
Equitable Bank 1985 - 1992
Skills
Commercial Banking, Credit Analysis, Loans, Credit, Underwriting, Banking, Financial Analysis, Portfolio Management, Credit Risk, Risk Management, Commercial Mortgages, Business Development, New Business Development, Strategic Planning, Small Business Lending, Asset Based Lending
Education
Loyola College in Maryland 1988 — 1991
Master of Business Administration (M.B.A.), Finance, General
Davidson College 1979 — 1983
Bachelor of Arts (BA), History/Premed
Morrison Law, LLP January 2004 - Present
Hartsell & Williams PA August 2002 - January 2004
Wells Fargo 1997 - 1998
Skills
Real Estate, Real Estate Transactions, Legal Research, Foreclosures, Investment Properties
Education
Wake Forest University - Babcock Graduate School of Management 1998 — 2002
Master of Business Administration (M.B.A.)
Wake Forest University School of Law 1998 — 2002
Doctor of Law (JD)
Davidson College 1991 — 1995
Bachelor of Arts (BA), English Language and Literature, General
Wells Fargo November 2010 - Present
Wells Fargo March 2009 - October 2010
Wachovia November 2007 - February 2009
Wachovia September 2000 - October 2007
Skills
Product Management, Retail Banking, Small Business Marketing, Direct Marketing, Sales Leads, Retail Credit, Credit, Banking
Education
Davidson College 1987 — 1991
BA, Graduated with Honors
University of Cambridge 1990 — 1990
Wells Fargo November 2014 - Present
Wells Fargo August 2014 - November 2014
Wells Fargo December 2012 - July 2014
Wells Fargo May 2012 - December 2012
Skills
Finance, Banking, Credit, Customer Service, Sales, Leadership, Business Development, Sales Coaching, Sales Prospecting, Outbound Marketing, Relationship Management, Microsoft Word, Microsoft Excel
Education
Northern Arizona University 2010 — 2013
Biology, General
Dana College 2009 — 2010
Biology, General
Swamp House Grill & Happy Snapper Tiki Bar October 2013 - Present
Joe's Crab Shack October 2011 - October 2013
Franklin Press Inc. February 2013 - September 2013
Wells Fargo October 2012 - February 2013
IDEAGIRL SOLUTIONS LLC June 2011 - June 2012
Skills
Customer Service, Digital Printing, Account Management, Direct Mail, Time Management, Pre-press, Sales, Event Planning, Customer Satisfaction, Event Management, Teamwork, Training, Team Leadership, Food, Microsoft Office, Team Building, Inventory Management, Budgets, Advertising, Food
Education
Daytona State College 2015 — 2017
Hospitality Management
Florida Hospital DeLand April 2011 - Present
Wells Fargo March 2009 - April 2011
Heritage Fine Foliage January 1990 - November 2000
SouthTrust Bank June 1989 - July 1994
Skills
Fundraising, Annual Giving, Non-profits, Event Planning, Philanthropy, Leadership Development, Grants, Time Management, Nonprofits, Sales, Strategic Planning, Community Outreach, Public Speaking, Customer Service, Event Management, Volunteer Management
Education
Stetson University 1990 — 1992
Bachelor of Business Administration (BBA), Business Administration and Management, General
Daytona Beach Community College 1988 — 1990
Associate of Arts (A.A.), Business Administration and Management, General
University of Florida 1987 — 1988
DeLand High School 1985 — 1987
Wells Fargo May 2012 - Present
Pan American Metals of Miami October 2011 - May 2012
Frontier Communications June 2009 - October 2011
Skills
Loans, Credit, Mortgage Lending, Banking, Consumer Lending, Credit Analysis, Loan Origination, Small Business Lending, Commercial Lending, Commercial Banking, Retail Banking, Mortgage Banking, Portfolio Management, Refinance, Wealth Management, Lines Of Credit, Deposits, Cross Selling, Cash Management, Treasury Management, Relationship Management, Credit Cards, Branch Banking, Call Centers, CRM
Education
Daytona College
Business, Management, Marketing, and Related Support Services
Wells Fargo March 2013 - Present
Wells Fargo 1979 - Present
Wachovia Corp. 2007 - 2009
Wachovia / Wells Fargo 1979 - 2009
Skills
Banking, Risk Management, Financial Services, Financial Risk, Vendor Management, Credit, Mergers & Acquisitions, Loans, Asset Management, Wealth Management, Commercial Banking, Securities, Investments, Fixed Income, Relationship Management, Capital Markets, Treasury Management
Education
University of Virginia - Darden Graduate School of Business Administration 1977 — 1979
MBA
Dartmouth College 1974 — 1977
AB
Wells Fargo August 2011 - Present
Sumitomo Mitsui Banking Corporation August 2008 - August 2011
Credit Suisse (CSFB) May 2003 - March 2007
Banc of America Leasing November 1996 - May 2003
Bank of America 1989 - 1996
Skills
Project Finance, Debt Structuring, Structuring, Debt, Financial Modelling, Financial Structuring, Asset-backed..., Renewable Energy, Securitization, Tax Equity, Principal Investing, Syndication, New Markets Tax Credits, Tax Credits, Analytics, ABS, Debt Restructuring, Financial Modeling, Syndications, Energy, Asset Based Lending, Structured Finance, Fixed Income, Capital Markets
Education
Davidson College 1985 — 1989
B.S.
Hanover Partners, Inc. July 1994 - Present
Wells Fargo July 1990 - June 1994
Oliver Wyman (previously Mercer; Strategic Planning Associates) July 1985 - June 1987
Skills
Private Equity, Board of Directors, Portfolio Management, Investments, Mergers & Acquisitions, Manufacturing, Corporate Law, Business Strategy, Start-ups, Corporate Development
Education
Northwestern University - Kellogg School of Management 1988 — 1990
Master of Business Administration (MBA), Finance and Marketing
Dartmouth College 1981 — 1985
Bachelor of Arts (BA), Economics
Johnstone Supply August 2013 - Present
Wells Fargo October 2011 - May 2013
Del Monte Foods June 2011 - September 2011
Pentagon/ DoD Navy January 2010 - April 2011
Argy, Wiltse August 2008 - December 2008
Peabody Museum, Harvard University May 2008 - August 2008
Education
Dartmouth College
Masters, Liberal Arts; Writing
Florida Atlantic University
Bachelors, Anthropology
Oxford Exeter College
The American College
Wells Fargo July 2014 - Present
Thorofare Capital December 2012 - February 2014
Trust Company of the West June 2011 - August 2011
Deutsche Bank July 2007 - July 2010
Deutsche Bank April 2005 - July 2007
SPP Capital Partners October 2003 - April 2005
Skills
Investment Properties, Equities, Valuation, Due Diligence, Financial Modeling, Financial Analysis, Private Equity, Business Strategy, Investment Banking, Investments, Capital Markets, Alternative Investments, Corporate Finance, DCF, Banking, Venture Capital, Asset Management
Education
UCLA Anderson School of Management 2010 — 2012
MBA
MBA Exchange Program at HKUST 2011 — 2011
MBA - Exchange Student
Dartmouth College 1999 — 2003
AB, Economics, French
Wells Fargo May 2013 - Present
Lisa Zagnoli Coaching January 2010 - Present
Wells Fargo September 2011 - April 2013
Mary Kay Cosmetics February 2003 - December 2012
Aeropostale August 2007 - October 2008
Skills
Business Coaching, SEO, Customer Service, Web Design, Facebook, Editing, Direct Sales, Fundraising, Training, Leadership Development, Marketing Communications, Management, Strategic Planning, Public Speaking, Microsoft Excel, Social Networking, Event Management, Leadership, Project Management, PowerPoint, Building Relationships, Marketing, Social Media Marketing, Sales, Entrepreneurship, Community Outreach, Sales Management, Budgets, Event Planning, Nonprofits, Online Marketing, Human Resources, Small Business, Business Development, Microsoft Word, Online Advertising, Team Building, Blogging, Negotiation, Research, Social Media, Personal Development, Skin Care, Advertising
Education
University of Florida - Warrington College Of Business 2011 — 2014
Bachelor of Science (BS), Business Administration
Daytona Beach Community College
AA, Liberal Arts
Wells Fargo February 2014 - Present
DYNAMIK REALTY GROUP February 2010 - February 2014
Florida Credit Union March 2009 - February 2010
SunTrust Bank April 2007 - February 2009
Wachovia Bank June 2005 - February 2007
Duval County Public Schools January 2005 - June 2005
RadioShack August 2004 - January 2005
Skills
Credit, Banking, Retail Banking, Loans, CRM, Finance, Sales, Investments, Commercial Banking, Cash Management
Education
Florida Agricultural and Mechanical University 2000 — 2003
Bachelor of Science, Business Administration
Daytona Beach Community College 1997 — 1999
Associates Degree
Florida Agricultural and Mechanical University
Bosch Rexroth June 2013 - Present
Merck May 2012 - March 2013
Wells Fargo January 2010 - May 2012
Skills
Yellow Belt, SAP, PeopleSoft, Leave of Absence, Employee Training, Conflict Resolution, Customer Retention, Microsoft Excel, PowerPoint, Social Media, Social Networking, Microsoft Office, Microsoft Outlook, Customer Service, Sales, Data Entry, Compliance, Leadership Development, Event Planning, Outlook, Payroll, Employee Relations, Management, Benefits Administration
Education
CPCC 2013 — 2013
Certificate, Human Resources
Davidson College 1996 — 2000
Bachelors of Art, Religion
Southwest Georgia Farm Credit March 2014 - Present
Financial Architects of the Low Country February 2013 - February 2014
The Savannah Bancorp July 2011 - January 2013
Wells Fargo June 2010 - July 2011
Skills
Loans, Banking, Small Business Lending, Consumer Lending, Commercial Banking, Financial Analysis, Lines Of Credit, Credit Analysis, Credit, Retail Banking, Financial Risk, Cross Selling, Deposits, Branch Banking, Cash Management
Education
Georgia Southern University - College of Business Administration 2008 — 2010
B.S., Finance
Darton College 2005 — 2008
A.S., Biology
Wells Fargo Bank, NA December 2014 - Present
Davidson College August 2012 - May 2014
Wells Fargo January 2013 - February 2013
Skills
Spanish, Microsoft Office, PowerPoint, Stata, French, Excel, Bloomberg Terminal, Portuguese, Prezi, Data Analysis, Microsoft Excel, Research, Community Outreach, Economics, Critical Thinking, Public Speaking, Social Media, Editing, Microsoft Word
Education
Davidson College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Providence Day School 1997 — 2010
Global Studies Diploma
School for International Training
Argentina: Regional Integration, Development, and Social Change
Wells Fargo October 2014 - Present
Wells Fargo May 2014 - September 2014
Yingli Green Energy Holding Co.,LTD 2010 - 2013
Dartmouth College June 2010 - August 2010
EmPower Solar Energy Solutions June 2009 - September 2009
Skills
Renewable Energy, Solar Energy, Sustainability, International..., Sustainable Energy, Analysis, Strategy, Economics, GIS, Sustainable Business, Entrepreneurship, Policy Analysis, Energy Policy, Start-ups, Sustainable Development, Photovoltaics, Climate Change, Business Development, Energy, Financial Modeling, Smart Grid, Management, Design Thinking, Salesforce.com
Education
Dartmouth College 2006 — 2010
B.A., Environmental Studies and Economics
University of California, Berkeley - Walter A. Haas School of Business 2013 — 2015
Master of Business Administration (MBA)
Drive Sally May 2015 - Present
Hack Reactor January 2015 - August 2015
Hot Yoga Plus March 2014 - November 2014
Ernst & Young November 2012 - March 2014
Ameriprise Financial January 2010 - August 2012
Wells Fargo May 2011 - August 2011
Skills
Data Analysis, Financial Modeling, Finance, JavaScript, Node.js, Valuation, Financial Analysis, Backbone.js, Python, GruntJS, Economics, MongoDB, SQL, Public Speaking, AngularJS, Meteor
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2013
MAcc Valuation, Finance/ Accounting
Davidson College 2008 — 2012
Economics
Deerfield Academy 2004 — 2008
E*TRADE Financial Corporation December 2013 - Present
Wells Fargo February 2013 - December 2013
Insphere Insurance Solutions December 2012 - March 2013
Quality Inn August 2011 - September 2012
Lindenwood University October 2009 - October 2010
Daystar Economics Student Association June 2007 - July 2008
Save the Children Canada 2004 - 2007
Kenya Red Cross 2005 - 2006
Skills
Economics, Macroeconomics, Economic Statistics, Principles of Finance, Mathematical Economics, Financial Analysis, Marketing Strategy, Market Research, Strategic Financial..., International Marketing, Outstanding..., Management, Leadership, Microeconomics, Sales, Marketing, International Business..., Program Management, Social Media, Project Planning, Time Management, Facebook, Research, Public Relations
Education
Lindenwood University
MBA, International Business
Daystar University 2005 — 2009
Bachelor of Science (BSc), Economics
Nairobi Stock Exchange 2008 — 2008
Certificate of Participation, Equity Trading
State Farm June 2014 - Present
Wells Fargo August 2013 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, Java, Outlook
Education
Dalton State College 2008 — 2013
Bachelor of Science (B.S.), Mathematics
Fifth Third Bank March 2009 - Present
Fifth Third Bank August 2012 - Present
Caledonia Community Schools August 2013 - Present
AT&T May 2008 - March 2009
Wells Fargo April 2007 - April 2008
Skills
Portfolio Management, Credit Analysis, Credit, Loans, Banking, Community Outreach, Charity Work, Diversity & Inclusion, Credit Risk, Mortgage Lending, Commercial Banking, Retail Banking, Relationship Management, Finance, Public Speaking
Education
Davenport University 2005 — 2007
Bachelor's degree, Marketing
The Defiance College 2003 — 2005
Marketing
Wells Fargo August 2012 - Present
Wells Fargo March 2012 - August 2012
Wells Fargo October 2008 - February 2012
Skills
Credit, Financial Analysis, Banking, Loans, Credit Analysis, Financial Modeling, Cross Selling, Underwriting, Real Estate Financing, Real Estate
Education
Davidson College 2004 — 2008
BA, Economics
Elder High School 2000 — 2004
Wells Fargo December 2012 - Present
Wells Fargo December 2011 - December 2012
Wells Fargo May 2010 - December 2011
BI-LO Winn Dixie Stores April 2004 - May 2010
Skills
Banking, Insurance, Time Management, Customer Satisfaction, Leadership, Management, Sales Management, Customer Service, Customer Experience, Finance, Coaching
Education
University of Central Florida - College of Business Administration 2008 — 2010
Bachelors, Business, Sociology
Daytona State College 2006 — 2008
Associates, Business, Sociology
Real Estate EBroker January 2014 - Present
Zephyr Real Estate April 2011 - December 2013
Wells Fargo January 2007 - May 2011
Wells Fargo January 2002 - January 2007
Wells Fargo January 2000 - January 2002
Wells Fargo January 1993 - January 2000
Skills
Loans, Mortgage Lending, Investments, Banking, Private Banking, Credit, Mortgage Banking, Real Estate, Retail Banking, Credit Analysis, Financial Services, Financial Analysis, Investment Properties, Consumer Lending, Relationship Management, Series 7, Leadership, Financial Modeling, Sales Management, Sales, Coaching, Lines Of Credit, Training
Education
Davidson College 1985 — 1990
Bachelor of Arts, Economics
JAFA LLC July 2010 - Present
Wells Fargo 2010 - 2011
Linear Logic March 2006 - December 2010
Tek Systems July 2003 - March 2006
Northrop Grumman Information Technology/formerly Litton PRC. 1999 - 2003
US Army January 1987 - March 1991
United States Army Reserve May 1984 - December 1986
Skills
Troubleshooting, Servers, Cisco Technologies, Linux, Project Management, Process Improvement, Visio, Vendor Management, Access, Customer Service, Program Management, Disaster Recovery, Team Building, Strategic Planning, Business Analysis, Lotus Notes
Education
Davenport University 1994 — 2001
BSA, Health Care Administration
Hesperia High School 1976 — 1980
diploma, Pre-college
US Army October 2014 - Present
US Department of Homeland Security February 2015 - Present
Wells Fargo November 2012 - December 2014
U.S. Army September 2013 - October 2014
Prime Therapeutics December 2013 - April 2014
Boston Scientific June 2011 - May 2012
Indiana Tech January 2009 - May 2011
Indiana Tech May 2009 - August 2009
Walmart Super Center June 2007 - January 2008
Danville Area Community College January 2007 - May 2007
Skills
Customer Service, PowerPoint, Microsoft Office, Leadership, Event Planning, Microsoft Excel, Teamwork, Public Speaking, Microsoft Word, Research, Staff Development, Leadership Development, Social Media, Coaching, Teaching, Administrative..., Clerical Work, Warehousing, Quality Assurance, Risk Assessment, Assembly Lines, Time Management, Social Networking, Team Building, Training, Recruiting, Windows, Resume Writing, Data Entry, Retail, Community Outreach, Sports, Sports Management, Higher Education, Administration, College Recruiting, Team Leadership, Outlook, Supervisory Skills, Human Resources, Sales, Communication
Education
Indiana Institute of Technology 2015 — 2017
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General
Indiana Institute Technology 2008 — 2011
Bachelor of Business Administration, Business Administration and Management, General
Danville Area Community College 2006 — 2008
Associates, General Studies
Wells Fargo January 2015 - Present
Education
Darton College 2009 — 2011
Associate of Science (AS), Histology
Wells Fargo October 2011 - Present
Wells Fargo Home Mortgage May 2009 - October 2011
Wachovia, A Wells Fargo Company October 2005 - May 2009
National Association of Home Builders September 2003 - October 2005
National Confectioners Association October 2002 - September 2003
Skills
Corporate Communications, Strategic Communications, Internal Communications, Press Releases, Editing, Blogging, Copywriting, Leadership, Content Strategy, Writing, Web Content, Communications Planning, Copy Editing, Social Media, Journalism, Speech Writing, Event Management, Public Relations, Marketing, Marketing Communications, Crisis Communications, Training, Management, Nonprofits, Fundraising, Content Management, Facebook, Publications, Content Development, Communication Training, Change Management, Brand journalism
Education
Davidson College 1993 — 1997
BA, English
Wells Fargo 2015 - Present
Charles Schwab 2012 - 2015
Goldman Sachs 2011 - 2011
Fuqua School of Business 2011 - 2011
The National Association of Foreign-Trade Zones January 2009 - July 2010
The National Association of Foreign-Trade Zones 2006 - 2008
U.S. Department of Justice 2006 - 2006
Arnold & Porter 2004 - 2005
Skills
Asset Managment, Fixed Income Strategies, Emerging Markets, Business Strategy, New Business Development, Corporate Finance, International Trade, Public Relations, Marketing Communications, Asset Management, Management, Mergers & Acquisitions, Strategy, Financial Modeling, Management Consulting, Competitive Analysis, Analysis, Financial Analysis, Analytics, Product Management, Project Management
Education
Duke University - The Fuqua School of Business 2010 — 2012
MBA, Finance and Strategy
University of Portsmouth 2004 — 2005
Master's, European Law & Policy
Davidson College 1999 — 2003
BA, English
Wells Fargo January 2013 - Present
Wells Fargo November 2014 - March 2015
Bank of America July 2014 - September 2014
Wells Fargo March 2014 - June 2014
Wells Fargo January 2013 - March 2014
Wells Fargo January 2013 - February 2013
Bank of America May 2010 - December 2012
Education
Daytona State College
Wells Fargo June 2012 - Present
BB&T June 2011 - May 2012
Wells Fargo Bank September 2005 - June 2011
Wachovia Bank May 2005 - September 2005
Wachovia Bank November 2004 - May 2005
Wachovia Bank September 2001 - November 2004
Skills
Microsoft Office, Loans, Risk Management, Process Improvement, Business Analysis, Mortgage Lending, Portfolio Management, Banking, Financial Analysis, Loan Origination, Asset Management, Legal Research, Legal Documentation, Customer Satisfaction, Real Estate Due..., Information Technology, PC/Desktop analyst, Workflow Management, Loan Servicing, Regulatory Compliance, Access Coordinator, Visio, SharePoint
Education
ECPI University 2013 — 2016
Bachelor of Applied Science (BASc), Information Technology
Davidson County Community College 2009 — 2012
Associate of Science (A.S.), Computer/Information Technology Administration and Management
SunTrust July 2015 - Present
SunTrust 2015 - Present
Wells Fargo March 2015 - June 2015
Wells Fargo June 2013 - February 2015
Boondocks May 2006 - May 2013
Herbalife September 2010 - December 2011
Skills
Sales, Marketing, Team Leadership, Team Building, Sales Promotion, Finance, Personal Finance, Financial Advisory, Coaching, Customer Service, Employee Benefits, Event Planning, Leadership, Management, Microsoft Excel, Microsoft Office, Nutrition, PowerPoint, Public Speaking, Social Networking, Time Management, Wellness
Education
Florida State University 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration, Management and Operations, 3.3
University of Central Florida 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.8
Daytona Beach Community College 2008 — 2010
Associate of Arts (A.A.), Business Administration and Management, General, 3.9
GAIN Capital October 2013 - Present
GFT Forex / Gain Capital August 2010 - October 2013
Wells Fargo December 2008 - July 2010
GFT Spot Forex CFDs Spread Bets March 2006 - July 2008
Skills
Foreign Exchange, Sales, Sales Operations, Customer Service, FX Options, Financial Services, Trading, Options, Financial Markets, Risk Management, Investments, AML, Banking, Finance, Relationship Management, Accounting, Salesforce.com, Currency, Insurance, Financial Regulation, Microsoft Excel, Troubleshooting, FX trading, CRM, FX Spot, Microsoft Office, Commodity, Electronic Trading, Technical Analysis, Anti Money Laundering, FX Trading
Education
Grand Rapids Community College 1997 — 2000
Communications, Photography, Liberal Arts, A/ B
Davenport University 1993 — 1995
Paralegal Studies
Wells Fargo January 2013 - Present
Wells Fargo November 2011 - December 2012
Wells Fargo March 2010 - October 2011
Wachovia, A Wells Fargo Company August 2008 - March 2010
Wachovia, A Wells Fargo Company June 2006 - August 2008
Wachovia, A Wells Fargo Company June 2002 - June 2006
Skills
Access, PowerPoint, Project Management, Microsoft Word, Process Improvement, Data Analysis, Microsoft Excel, Visio, Requirements Gathering, Financial Analysis, Banking, Human Resources, Management, Risk Management
Education
Davidson College 1998 — 2002
BA, Economics
Union Home Mortgage February 2013 - Present
First Place Bank June 2010 - January 2013
Metlife Home Loans December 2008 - February 2010
Fifth Third Bank 2006 - 2007
Exchange Financial 2001 - 2006
Wells Fargo 1999 - 2001
NBD Bank 1997 - 1999
Skills
Refinance, Mortgage Lending, First Time Home Buyers, Home, Residential Homes, Investments, FHA, Loans
Education
Davenport University 1993 — 1997
Bachelor of Business Administration (BBA)
Williamston High School 1989 — 1994
general, General
Wells Fargo 2015 - Present
Wells Fargo August 2013 - Present
Standard Register June 2012 - Present
Sir Speedy Printing and Marketing Services June 2013 - August 2013
ABC Imaging September 2009 - May 2011
Gordon Flesch January 2008 - January 2010
Skills
Sales Operations, Account Servicing, Production Managment, Printers, Business-minded, Direct Sales, Social Media Marketing, Digital Marketing, Marketing Strategy, Direct Mail, Negotiation, Software Documentation, Marketing, Sales, Team Building, Leadership, Customer Satisfaction, Integrated Marketing
Education
Davenport University 2004 — 2006
Associate of Arts and Sciences (A.A.S.), Theatre/Theater
Henry Ford Community College 2001 — 2003
Associate of Arts, Musical Theatre; Musical Theatre
Westland John Glenn High School
Wells Fargo October 2010 - Present
Education
Daytona State College 2011 — 2014
Bachelor of Applied Science (B.A.Sc.), Management and Supervision
Wells Fargo April 2013 - Present
Wells Fargo October 1992 - March 2013
Education
Georgia State University 1990 — 1992
Masters, Actuarial Science
Davidson College 1987 — 1990
BA, Economics
Harpeth Hall
Wells Fargo January 2009 - Present
Wachovia Corporation 2005 - December 2008
Wachovia 2001 - 2005
First Union 1999 - 2001
Skills
Leadership, Program Management, Strategic Planning, Management, Philanthropy, Research, Time Management, Employee Engagement, Volunteering, Banking, Relationship Management, Employee Benefits, Financial Services, Risk Management, Strategy, Leadership Development, Process Improvement, Credit, Executive Management, Public Speaking
Education
University of North Carolina at Chapel Hill 1996 — 1997
B.A., English
Davidson College 1994 — 1995
Wells Fargo 2009 - Present
GATX Corporation 2004 - 2007
GATX Corporation 1999 - 2004
GATX Corporation 1996 - 1999
GATX Corporation 1991 - 1996
Fidelity Investments 1990 - 1991
Warrington Financial Services 1984 - 1990
Skills
Requirements Analysis, Functional..., Gap Analysis, Business Analysis, Visio, Documentation, Analysis
Education
Dartmouth College
BA
Masconomet Regional HS
Thrivent Financial May 2012 - Present
Thrivent Financial for Lutherans May 2012 - June 2012
Wells Fargo January 2010 - May 2012
Skills
Series 6, Series 63, IRAs, Retirement, 401k Rollovers, Life Insurance, FINRA, Qualified Retirement..., Mutual Funds, Variable Annuities, Disability Insurance, Retirement Planning, Wealth Accumulation, Term Life Insurance, Roth IRA, Customer Service, Long Term Care Insurance, Insurance, 401k, Long-term Care, Investments, Fixed Annuities, Series 7, Uniform Combined State..., College Savings Plans, Employee Benefits
Education
University of Nebraska at Omaha 2009 — 2011
Bachelor of Arts (BA), Industrial and Organizational Psychology
Dana College 2006 — 2008
Flash Photography June 2015 - Present
Studio 48 Dance & Cheer August 2013 - Present
AlphaGraphics November 2014 - July 2015
Wasatch Distributing May 2011 - November 2014
Smith's Food & Drug Centers October 2008 - August 2011
Wells Fargo April 2010 - May 2011
Skills
Graphic Design, Large Format Print, Team Management, Organization, Small Format Print, Corel Draw, Customer Service, Adobe Creative Suite, Management, Time Management, Social Networking, PowerPoint, Photoshop, Illustrator
Education
Davis Applied Technology College 2015 — 2015
Digital Media Design, Graphic Design and Web Development
Weber State University 2012 — 2013
Associate's degree, General Studies
Wells Fargo December 2001 - April 2014
Berkeley Capital Management 1996 - 2001
BTR Capital Management 1994 - 1996
Cleary, Gull, Reiland & McDevitt 1990 - 1994
Piper Jaffray 1986 - 1990
United States Peace Corps 1982 - 1984
U.S. House of Representatives office of Representative Millicent Fenwick 1979 - 1982
Skills
Alternative Investments, Series 7, Wealth Management, Investments, Asset Management, Equities, Securities, Series 63, Investment Management, Fixed Income, Investment Advisory, Portfolio Management, Security Analysis, Capital Markets, Asset Allocation, Hedge Funds, Management, Equity Research
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA), general management
Dartmouth College 1975 — 1979
Bachelor of Arts (B.A.), history
JPMorgan Chase September 2011 - Present
Wells Fargo April 2010 - September 2011
TrueTelco June 2000 - July 2011
Influent July 2001 - September 2007
Borden Chemicals February 2001 - July 2001
Telespectrum March 1995 - December 2000
Skills
Telecommunications, Cisco Technologies, Networking, Call Centers, Management, Outsourcing, Vendor Management, Network Architecture, Call Center, Contact Centers, CRM, Quality Assurance, Project Management, Customer Experience, Budgets, Hardware, Firewalls, Infrastructure, VMware, Information Technology, Avaya, Disaster Recovery, Start-ups, VoIP, Cloud Computing, VPN, Carrier Relationship..., MPLS Networking, International Project...
Education
Davidson College 1997 — 2000
Bank of America July 2014 - Present
Wells Fargo June 2013 - July 2014
Bank of America December 2011 - June 2013
Wells Fargo February 2010 - December 2011
U.S. Bank October 2007 - February 2010
Skills
Portfolio Management, Underwriting, Financial Reporting, Credit, Credit Analysis, Financial Analysis, Credit Risk, Private Banking, High Net Worth..., Commercial Banking, commercial underwriting, Microsoft Excel, Microsoft Word, PowerPoint, Moody's Risk Analyst, E-TRAC, Loan Modifications, Loan Documents, Commercial Lending, Commercial Real Estate, Commercial Lines, Mortgage Banking, Structured Finance, Mortgage Lending, Financial Statement..., Real Estate, Loans
Education
Illinois State University 2003 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
Daystar University 1999 — 2002
Bachelor of Commerce (B.Com.), Business Administration and Marketing (double major)
BAE Systems June 2015 - Present
BAE Systems June 2014 - June 2015
Wells Fargo September 2013 - May 2014
Davidson College October 2010 - May 2013
Davidson College Athletics Department September 2009 - May 2012
Davidson College Information Technology Services 2011 - 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, HTML
Education
Davidson College 2009 — 2013
Bachelor of Arts (B.A.), Economics, Political Science
America's Best Caregivers May 2012 - August 2013
Wells Fargo October 2006 - February 2010
Indigo Manor March 2002 - November 2005
Skills
Nursing, Patient Safety, Hospitals, Healthcare, Healthcare Management, Home Care, Medical Terminology, HIPAA, Cpr Certified, Direct Patient Care, BLS, Inpatient, Acute Care, Critical Care, EMR, Meditech, Wound Care, Medical/Surgical, ICU, Medication..., Patient Education, Quality Patient Care, Microsoft Office, Microsoft Excel, Microsoft Word, Team Leadership, Employee Training, Registered Nurses
Education
Daytona State College 2009 — 2015
Associate of Arts (AA), General Studies
Daytona State College 2012 — 2014
Associate of Science (A.S.), Registered Nursing/Registered Nurse
Ciena Capital LLC August 2013 - Present
Wells Fargo January 2013 - August 2013
Credigy February 2011 - December 2012
Cadwalader, Wickersham & Taft LLP July 2004 - August 2010
Hartsell & Williams, P.A. June 2003 - December 2003
Skills
Valuation, Cash Flow Forecasting, Structured Finance, Microsoft Excel, Microsoft SQL Server, Corporate Governance, Microsoft Office, Financial Analysis, Financial Reporting, Commercial Real Estate, CMBS, Contracts Review
Education
Wake Forest University 2008 — 2010
Master of Business Administration (MBA), Finance
Davidson College 2000 — 2004
B.S., Psychology
Opes Advisors March 2005 - Present
Wells Fargo Investments September 1994 - March 2005
Wells Fargo 1994 - 2005
Wells Fargo Private Client Services 1994 - 2005
Skills
Bonds
Education
Dartmouth College 1979 — 1983
Wells Fargo April 2013 - August 2013
TelNet Worldwide, Inc. April 2012 - January 2013
CSG January 2011 - March 2011
Maher Trucking July 2005 - April 2009
US ArmyWorld June 1990 - October 1995
Skills
ASP.NET, .NET, C#, LINQ, Visual Studio, Microsoft SQL Server, Oracle, SQL, SQL Server, ADO.NET, C++, Windows, Databases, Access, COBOL, Microsoft Office, Object Oriented Design, T-SQL, XML, Crystal Reports, MySQL, Web Applications, Stored Procedures, ASP.NET MVC, Visual C++, Application Development
Education
SetFocus, LLC. 2009 — 2010
.NET Master's Program, C#.NET
Davenport University 2003 — 2004
Bachelor, Information Systems
Delta College 2001 — 2003
Associate, Computer Programming
CA Technologies August 2011 - Present
Wells Fargo September 2009 - July 2011
Headstrong February 2008 - August 2009
eBay June 2007 - January 2008
IT Ascent March 2007 - May 2007
Caritor May 1994 - January 2006
Tata Consultancy Services 1985 - 1994
Skills
SDLC, Software Project..., Program Management
Education
Indian Institute of Technology, Delhi 1983 — 1985
M Tech, Computer Technology
Dayalbagh Educational Institute 1979 — 1983
BSc. Engg, Mechanical Engineering
Wells Fargo October 2008 - November 2013
Strategic Metrics, Inc. (SMI) October 2007 - June 2008
Strategic Metrics, Inc. (SMI) February 2007 - October 2007
Wachovia Bank January 2005 - February 2007
SouthTrust Bank January 2004 - December 2005
SouthTrust Bank November 2000 - January 2004
SouthTrust Bank September 1999 - November 2000
Education
Davidson College 1995 — 1999
B.A., Major: Classics, Minor: Economics
Graduate School of Banking at LSU 2006 — 2008
Alabama Banking School 2002 — 2004
The Montgomery Academy 1983 — 1995
TIAA-CREF September 2011 - Present
Wells Fargo October 2010 - April 2012
Wells Fargo November 2009 - October 2010
TIAA-CREF May 2009 - November 2009
Wachovia June 2007 - May 2009
Wachovia March 2005 - June 2007
iXL Inc July 2000 - July 2001
Skills
DataPower, JBoss Application Server, WebSphere Application..., Servlets, VMware ESX, Apache, SOA, Weblogic, Enterprise Architecture, Unix, Websphere, Middleware, SDLC, Architecture, Disaster Recovery
Education
Davidson College 1990 — 1994
BA, Philosophy
The Reliant Group April 2015 - Present
Wells Fargo January 2013 - April 2015
Entrada Partners May 2012 - January 2013
JRK Property Holdings November 2010 - May 2012
JRK Property Holdings May 2009 - November 2010
Standard & Poor's July 2007 - May 2009
Skills
Valuation, Asset Managment, Real Estate Economics, Due Diligence, Financial Modeling, Financial Analysis, Real Estate, Disposition, Real Estate Development, Property Management, Real Estate Transactions, Commercial Real Estate, Corporate Finance, Bloomberg, Leases, Investment Properties, Investments
Education
Dartmouth College 2003 — 2007
BA
Christian Brothers Academy 1999 — 2003
Wells Fargo Credit risk ManagerGreen Tree Servicing1999 - 2006
Education
Duke University - The Fuqua School of Business 1990 — 1991
MBA, Business
Dartmouth College 1981 — 1985
Wells Fargo Securities September 2014 - Present
Wells Fargo January 2013 - Present
U.S. Treasury October 2010 - January 2013
Custom Hedging Solutions, LLC February 2008 - October 2010
Wachovia Bank June 2000 - October 2007
Education
Davidson College 1996 — 2000
B.A., Economics
Santa Fe High School 1992 — 1996
Wells Fargo March 2011 - Present
Wells Fargo April 2008 - March 2011
Wachovia June 2006 - April 2008
Wachovia May 2003 - June 2006
Wachovia March 2002 - May 2003
Wachovia June 2000 - March 2002
Skills
Risk Management, Banking, Loans, Financial Analysis, Portfolio Management
Education
Wake Forest University School of Business 2004 — 2006
MBA
Davidson College 1996 — 2000
United Guaranty Corporation Analytics ConsultantWachoviaJanuary 2010 - January 2012
Wells Fargo March 2011 - December 2011
Wells Fargo November 2009 - November 2010
Skills
Business Relationship..., MS Project, Project Coordination, Process Improvement, Access, MS Office Suite, Customer Relations, Customer Service, Excel, PowerPoint, Visio, Word
Education
University of North Carolina at Greensboro 2009 — 2011
Masters of Business Administration
Western Carolina University 2010 — 2010
Certificate in Project Management
Davidson College 2000 — 2004
Bachelor of Arts, Economics
Freedom High School 1996 — 2000
Wells Fargo June 2014 - Present
Wells Fargo - Wholesale Internet Solutions April 2012 - Present
The Norman Group November 2001 - Present
Wells Fargo July 2009 - March 2012
Skills
Program Management, Treasury Management, Business Analysis, Payments, Access, Financial Services, Leadership, Management, PMO, Process Improvement, Quality Assurance, Risk Management, SDLC, Software Project..., Strategy, Vendor Management
Education
Davidson College 1992 — 1996
BS, Mathematics
UBS August 2014 - Present
Deutsche Bank December 2013 - August 2014
UBS Investment Bank December 2010 - December 2013
Wells Fargo March 2009 - December 2010
Wachovia Securities, LLC June 2007 - March 2009
American City Business Journals May 2006 - August 2006
Skills
Valuation, Portfolio Management, Due Diligence, Mergers & Acquisitions, Capital Markets, Private Equity, Financial Analysis, Finance, Credit, Investments, Banking, Credit Risk
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA) Candidate
Davidson College 2003 — 2007
Economics
Wachovia/Wells Fargo January 2015 - April 2015
Core-Techs November 2013 - December 2014
Wachovia/Wells Fargo February 2013 - October 2013
Amerigroup Corporation December 2012 - January 2013
SilkRoad technology April 2011 - October 2012
Wells Fargo January 2010 - April 2011
Merrill Lynch Investment Managers September 2009 - December 2009
Tapco Underwriters, Inc January 2009 - June 2009
Volvo Trucks September 2008 - December 2008
RFMD January 2003 - May 2008
Skills
Microsoft SQL Server, SQL, .NET, C#, Web Services, Agile Methodologies, AJAX, XML, VB.NET, ASP.NET, Databases, Unix, JavaScript, Java, SSRS, Oracle, IIS, WCF, T-SQL, C/C++, C++, Software Development, Software Design, Software Engineering
Education
Davidson College
BA, English
Gwynedd Mercy University
BS, Information Systems
Telecare Corporation April 2015 - Present
Wells Fargo September 2013 - March 2015
Arizona Department of Health Services April 2012 - August 2013
IBM August 2011 - April 2012
Well Point February 2011 - August 2011
TCS May 2006 - January 2011
Reliance February 2002 - May 2006
Skills
C#, .NET, JavaScript, Requirements Analysis, SSIS, Shell Scripting, SDLC, SSRS, Microsoft SQL Server, ASP.NET MVC, Database Design, ASP.NET, PL/SQL, WebSphere MQ, Entity Framework, VB.NET, Unix, Dojo, WebSphere Message Broker, EDIFACT, Network Security, Network Design, Router Configuration, TFS, Oracle, Software Project..., Cyclone, Tivoli Provisioning..., SharePoint, Web Intelligence, Crystal Reports 10.0, Web Services, Web Services API, Integration Development, SAP Business Object..., BO development, Universes, BI Infoview, Launchpad, restful web services, ADO.NET, Datasets, DataStage, Software Architectural..., Solution Architecture, Design Documents, Windows Azure, SQL Azure, ITIL Certified, Service Delivery
Education
Dayalbagh Educational Institute
Erasmus University Rotterdam
Master of Business Administration (MBA), Marketing/Marketing Management, General
Punjabi University
Master of Technology (M.Tech.), Information Technology
Kurukshetra University
Bachelor of Technology (B.Tech.), Computer Software Engineering
Park Sterling Bank October 2014 - Present
Park Sterling Bank May 2014 - Present
Park Sterling Bank November 2012 - May 2014
TD Bank Group June 2011 - November 2012
Wells Fargo April 2010 - May 2011
Aon Hewitt November 2008 - April 2010
Davidson Wealth Management of Wachovia Securities December 2006 - October 2007
Skills
Risk Management, Financial Analysis, Microsoft Office, Credit Risk, Business Valuation, Moody's KMV Risk..., Portfolio Management, Commercial Lending, Valuation, Banking, Business Analysis, Cash Flow, Credit, Credit Analysis, Financial Modeling, Financial Reporting, Loans
Education
Davidson College 2004 — 2008
Bachelors, Economics
Fun Club Travel August 1982 - Present
Wells Fargo 1982 - Present
The Daily Citizen-News July 1978 - August 1982
Skills
Real Estate, Strategic Planning, Team Building, Public Speaking, Sales, Leadership, Customer Service, Time Management, Banking, Budgets, New Business Development, Management, Insurance, Training, Marketing, Finance, Sales Management, Account Management, Process Improvement, Negotiation, Analysis, Business Development, Contract Negotiation, Credit, Forecasting, Human Resources, Leadership Development, Marketing Strategy, Microsoft Excel, Operations Management, Program Management, Project Management, Recruiting, Retail, Risk Management, Small Business
Education
Shorter College 1975 — 1978
Bachelor of Arts (B.A.), Theatre and Communications
Dalton State College
Wells Fargo August 2012 - Present
Peachtree Recycling, LLC March 2011 - March 2012
All About Me Fitness September 2003 - July 2008
Bally Total Fitness November 2004 - June 2008
Skills
Project Management, Financial Reporting, Written and Verbal..., General Office..., Computer Proficiency, Customer Service, Schedules, Marketing, Sales Management, 50 WPM, Accountants..., Bookkeeping, Front Office, Professional..., Problem Solving, Analysis, Conflict Resolution, Retail Banking, Leadership, Fitness, Data Entry, Outlook, Staff Development, Payroll, Healthcare, Public Speaking
Education
Davenport University 2015 — 2017
Master's Degree, Strategic Management
Davenport University 2009 — 2015
Bachelor’s Degree, Business Administration, concentration in Health Services Administration
American International School of Medicine
Florida Agricultural and Mechanical University
Allied, Health Science
Stone Mountain High School
Situations Management 2002 - Present
Development Specialists 2000 - 2002
Wells Fargo 1973 - 1996
Skills
Debt, Budgeting, Corporate Finance, Restructuring, Credit, Loans, Financial Markets, Due Diligence, Private Equity, Divestitures, Business Planning, Middle Market, Mergers, Financial Analysis, Financial Modeling, Structured Finance, Corporate Development, Investment Banking, Start-ups, Strategic Planning, Recapitalizations, Management Consulting, Negotiation, Joint Ventures, Deals, Portfolio Management, Leveraged Finance, Deal Structuring, Structuring, Forecasting, Business Strategy, M&A due diligence, Hedge Funds, Budgets
Education
Dartmouth College 1966 — 1973
BA, English
Google August 2014 - Present
Stanford University September 2012 - August 2014
Stanford University March 2012 - June 2012
SonicMule, Inc. June 2010 - August 2010
Wells Fargo August 2007 - May 2009
The Banff Centre October 2008 - December 2008
Islandsbanki March 2005 - June 2005
Soros Fund Management July 2003 - December 2004
Goldman Sachs July 1997 - January 2002
Skills
Computer Graphics, Computer Science, Haskell, C++, Software Engineering, Options, Programming, Python, Bonds, Algorithms, Interest Rate..., Linux, C, Trading, Derivatives, Simulations, LaTeX
Education
Stanford University 2012 — 2016
Doctor of Philosophy (Ph.D.), Computer Science
Stanford University 2009 — 2012
MS, Computer Science
Dartmouth College 1993 — 1997
BA, Economics, Mathematics
Owings Mills High 1989 — 1993
BB&T June 2012 - Present
Wells Fargo March 2009 - June 2012
Save-A-Lot February 2006 - July 2007
HSBC November 2000 - January 2003
U.S. Army November 1993 - September 1996
Skills
Credit, Banking, Microsoft Excel, Cash Management, Microsoft Word, Customer Service, Deposits, Retail Banking, Cross Selling, Branch Banking, Credit Cards, Relationship Management, Finance, Loans
Education
Daytona State College 2014 — 2017
Office Administration A.S. Certificate completed August 2015, A.S. Degree
Sinclair Community College 2007 — 2008
Accounting
Ruth Mulan Chu Chao Foundation 2009 - Present
News Corp October 2012 - Present
Wells Fargo January 2011 - Present
Protective Life January 2011 - Present
The Heritage Foundation 2009 - Present
Dole Food Company January 2011 - October 2013
U.S. Department of Labor 2001 - 2009
The Heritage Foundation 1996 - 2000
United Way of America 1992 - 1996
Peace Corps 1991 - 1992
Skills
Economics, Policy, Analysis, Policy Analysis, Strategy, Strategic Planning, Research, International Relations, Risk Management, Data Analysis, Business Strategy, Public Policy, Government, Management Consulting, Leadership
Education
Harvard Business School 1977 — 1979
M.B.A.
Mount Holyoke College 1971 — 1975
B.A., Economics
Dartmouth College 1974 — 1974
12-College Exchange
Wells Fargo Bank 2009 - Present
Wells Fargo 2009 - 2009
Wachovia 2006 - 2009
Skills
Loans, Credit Analysis, Financial Modeling, Credit Risk, Portfolio Management, Investments, Credit, Financial Analysis, Banking
Education
Davidson College 2002 — 2006
BA, Economics
The Corcoran Group September 2014 - Present
Wells Fargo January 2013 - Present
NavPoint Trading LLC July 2009 - March 2012
NavPoint LLC 2012 - 2012
NavPoint LLC 2012 - 2012
Glenview Capital March 2005 - January 2009
MFP Investors March 1999 - March 2005
Omega Advisors January 1994 - March 1999
Skills
Trading, Trading Systems, Equity Trading, FX trading, Financial Services, Prime Brokerage, Broker-Dealer, Hedge Funds, Wealth Management, Training
Education
Roger Williams University 1988 — 1992
Bachelor of Science (BS), Marketing
Daniel Webster College 1987 — 1988
Wells Fargo Home Mortgage July 2015 - Present
JPMorgan Chase & Co. September 2014 - July 2015
JPMorgan Chase June 2013 - September 2014
Wells Fargo Home Mortgage November 2011 - April 2013
Wells Fargo March 2007 - October 2011
AT&T October 2006 - March 2007
West Asset Management January 2005 - June 2006
Precious Treasures Child Care January 2002 - June 2006
Columbian Financial Group February 2000 - April 2002
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Negotiation, Selling, First Time Home Buyers, Social Media, Foreclosures, Leadership Development, Organizational..., Short Sales, REO, Credit, Mortgage Lending, Loans, Residential Homes, Investors, Credit Analysis, Photoshop, FHA, Call Centers, Finance, Outstanding..., Sales, Banking, Interpersonal Leadership, Self-driven
Education
Daytona State College 2010 — 2013
Associate's degree, Education and Psychology
Jane Addams Vocational High School 1982 — 1985
High School Diploma, Cosmetology License
Wells Fargo June 2012 - Present
Royal Bank of Scotland February 2009 - June 2012
RBS plc 2005 - June 2012
RBS Markets and Int'l Banking 2005 - June 2012
RBS Securities May 2004 - March 2005
FleetBoston Financial Group 1999 - 2005
Fleet Bank June 1995 - April 2004
Skills
Financial Institutions, Banking, Risk Management, Asset Managment, Finance, Economics, Fixed Income, Capital Markets, Credit Risk, Credit Analysis, Financial Modeling, Commercial Lending, Financial Risk, Portfolio Management, Investment Banking, Financial Structuring, Derivatives, Asset Management, Structured Finance, Credit, Structured Products
Education
UConn - MBA 1981 — 1983
Master of Business Administration (MBA), Finance, General
Dartmouth College 1975 — 1979
BA, Economics, Environmental Studies
Wells Fargo October 2013 - Present
Bank of America July 2011 - September 2013
Bank of America July 2010 - May 2012
Bank of America July 2010 - July 2011
Davidson College August 2006 - May 2010
Stoneacre Partners, LLC May 2009 - August 2009
Community Asphalt Corporation May 2007 - August 2007
Skills
Spanish, PowerPoint, Economics, Excel, Word, Microsoft Office, Data Analysis, Financial Analysis, Forecasting, Access, Financial Reporting, Stata, Outlook, SAS/SQL, Credit Analysis, Credit Risk, Corporate Finance, SAS, Bloomberg, Risk Management, Analysis, Research
Education
Davidson College 2006 — 2010
Bachelor of Arts (B.A.), Economics, 3.0
Estudio Sampere 2008 — 2008
Spanish Language and Literature
JPMorgan Chase June 2013 - Present
JP Morgan Chase August 2008 - Present
Senior Advisor Corporation July 2007 - April 2008
American Express April 2006 - July 2007
Wells Fargo 2003 - 2005
Skills
Customer Service, Microsoft Office, Networking, Banking, Database Administration, Financial Analysis, Call Centers, Risk Management, Relationship Management, Software Documentation, Credit, Business Analysis, Operations Management
Education
Grand Canyon University 2002 — 2004
MBA, Business Administration
Daystar University 1997 — 2001
Bachelor, Business Administration and Marketing
Wells Fargo March 2006 - Present
Columbia Management December 1996 - March 2006
Skills
Portfolio Management, Fixed Income, Investments, Asset Allocation, Asset Management, Bloomberg, Bonds, Mutual Funds, Credit, Investment Strategies
Education
Davidson College 1995 — 1999
Bachelor of Arts (B.A.), English and Spanish
Helen Adams Realty May 2015 - Present
Wells Fargo September 2012 - Present
Nextgen Advisor April 2011 - September 2013
Skills
Insurance, Public Speaking, Strategic Planning, Financial Analysis
Education
Davidson College 2002 — 2006
BA, English
Davidson College 2002 — 2006
Bachelor of Arts (B.A.), English
Wells Fargo August 2015 - Present
RBC Capital Markets August 2010 - July 2015
Kismot.com December 2008 - August 2010
Wulff, Hansen & Co. August 2007 - December 2008
Fitch Ratings July 2004 - August 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Investment Banking, Capital Markets, Economics, Bloomberg, Financial Analysis, Structured Finance, Due Diligence
Education
Syracuse University - Maxwell School 2003 — 2004
MPA, Public Policy
Dartmouth College 1998 — 2002
BA, Economics
Morgan Stanley December 2014 - Present
Wells Fargo Advisors April 2014 - December 2014
Wells Fargo Advisors December 2012 - April 2014
Wells Fargo March 2010 - December 2012
Wells Fargo Advisors July 2008 - March 2010
Skills
Investments, Business Development, Wealth Management, Leadership, Strategic Communications, Integrity
Education
Davidson College 2003 — 2007
Bachelors
Kappa Alpha Psi
Wells Fargo August 2010 - Present
Wells Fargo June 2007 - August 2011
Wachovia, A Wells Fargo Company October 2004 - June 2007
Bank of America May 2002 - September 2004
Bank of America September 2001 - May 2002
Skills
Strategic Planning, Analytics, Cross-functional Team..., Segmentation, Market Research, Data Analysis, SAS, Process Improvement, Business Strategy, Direct Marketing, Program Management, Analysis, Mortgage Lending, Management, Banking, Leadership, Credit, Portfolio Management, Customer Acquisition, Marketing, Six Sigma, Customer Retention, Financial Services
Education
University of North Carolina at Charlotte 2000 — 2002
Master's Degree, Economics (Finance concentration)
Davidson College 1997 — 2000
Bachelor's Degree, Psychology
American Traffic Solutions January 2014 - Present
Wells Fargo December 2012 - 2013
PGT Trucking March 2011 - December 2011
PGT Trucking 1997 - 2011
Skills
Customer Service, Transportation, Excel, Logistics, Operations Management, Process Improvement, Inventory Management, Budgets, Purchasing, Shipping, Team Building, Forecasting, Contract Negotiation, Negotiation, Customer Satisfaction, Trucking, Strategic Planning, Leadership, Truckload, Management, Transportation...
Education
Davenport University 1993 — 1995
Associate Degree, Accounting
Wells Fargo 2011 - Present
PNC February 2009 - March 2011
Skills
Loans, Credit, Banking, Mortgage Lending, Retail Banking, Consumer Lending, Commercial Banking, Small Business Lending, Customer Service, Credit Analysis, Sales Management, Commercial Lending, Sales, Loan Origination, Mortgage Banking, Cross Selling, Relationship Management
Education
Davenport University 2000 — 2005
Bachelor's degree, International Business
Dignity Memorial Funeral Homes May 2012 - Present
Wells Fargo November 1999 - July 2006
Skills
Public Speaking, Customer Service, Sales, Team Building, Software Documentation, Strategic Planning, Training, Fundraising, Networking, Microsoft Office, Marketing, Microsoft Excel, Customer Satisfaction
Education
Davidson County Community College 1986 — 1991
Associate of Science (A.S.), Computer Science
Wells Fargo March 2008 - Present
Calibre April 2007 - March 2008
Wachovia Bank January 2003 - April 2007
Watson Spence August 2001 - December 2002
Skills
Wealth Management, Estate Tax Planning, Estate Planning, Fiduciary Services, Tax Law, Estate Administration
Education
Samford University, Cumberland School of Law 1998 — 2001
Doctor of Law (J.D.), Law
Davidson College 1994 — 1998
Bachelor of Arts (B.A.), History
Mr. Rooter® Plumbing October 2014 - Present
Wells Fargo April 2013 - September 2014
T-Mobile April 2008 - March 2013
Skills
Typing, Microsoft Word, Microsoft Excel, PowerPoint, Customer Satisfaction, Customer Service, Telephone Skills, Data Entry, Microsoft Office, Sales, Team Leadership, Windows, Inventory Control, Outlook, Team Building, Retail, Leadership, Inventory Management, Customer Experience, Credit, Call Centers
Education
Daytona Beach Community College 2011 — 2014
Associate's degree, Business Administration and Management, General
Keiser University-Ft Lauderdale 2006 — 2007
Wells Fargo March 2014 - Present
Business Systems Analysis Leaders in Philadelphia PA 2013 - Present
KPMG September 2013 - February 2014
Wells Fargo 2011 - 2013
Wells Fargo 2009 - 2011
Wells Fargo 2006 - 2011
Genesis Healthcare Partners 2005 - 2006
Merck 2005 - 2005
First Data Corporation 2004 - 2005
JPMorgan Chase 2003 - 2004
Skills
Business Process..., Certified Quality..., Quality Management, Business Case Modelling, Experienced Business..., Business Systems..., Software Project..., Quality Assurance, Risk Management, SharePoint, Banking, Business Intelligence, Process Improvement, Financial Services, Business Requirements, Business Analysis, Use Case, Mutual Funds, Credit Cards, SDLC, SharePoint Designer, Microsoft Office, Visio, Actimize, Internal Audit, Internal Controls, International Banking..., Compliance, Sarbanes-Oxley, USA PATRIOT Act, SEI CMM, CMMI, Complaince, OFAC, PEP, Politically Exposed..., Software Design, KYC, Anti Money Laundering, AML, Subject Matter Experts, Product Management, Requirements Gathering, Requirements Analysis, Project Management, Agile Methodologies, Cross-functional Team..., Finance, User Acceptance Testing, SOX Compliancy
Education
Villanova University 2003 — 2003
Project Management
Davis and Elkins College 1980 — 1984
Bachelor of Science (BS), Design and Technology
wells fargo 2013 - Present
Skills
i'm constantly working...
Education
Davidson College
Wells Fargo November 1987 - Present
Education
University of North Florida 1990 — 1995
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Daytona State College 1986 — 1989
Associate's Degree, Associates of Arts
Rachel's Manufacturing 2009 - Present
Wells Fargo May 2013 - September 2013
The Furniture Gallery 1986 - 2013
Skills
Experienced Sales..., Cross Selling, Purchase Management, Purchasing Negotiation, Advertising, Display Advertising, Sales Promotion, Private Pilot, Entrepreneurship, Business Development, Manufacturing, Customer Service, Customer Satisfaction, Customer Retention, Customer Acquisition, Business Relationship..., Business Performance..., Sales Management, Account Management, Product Development, Product Management, Product Marketing, Retail, Retail Sales, Retail Marketing, Multi-unit Retail...
Education
Daytona College 1992 — 1994
Associate's degree, Business Administration and Management, General
State Farm – The Taxter Agency August 2012 - Present
Wells Fargo June 2011 - October 2012
Lowe's Home Improvement February 2011 - June 2011
Education
Daytona College
TIAA-CREF November 2014 - Present
Wells Fargo September 2014 - November 2014
Carlisle & Gallagher Consulting Group January 2014 - September 2014
Sunbelt Rentals June 2012 - January 2014
Sunbelt Rentals February 2012 - June 2012
Artsmarketing Services Inc. August 2011 - February 2012
Skills
Data Analysis, Information Technology, Report Development, Presentation Design, SQL, Economics, Microsoft Office, Finance, Analysis, Access, Management, Analytics, Training, Microsoft Excel, Strategic Planning
Education
Davidson College 2007 — 2011
Bachelor of Arts (BA), Economics
Wells Fargo Home Mortgage January 2015 - April 2015
Bank of America July 2013 - September 2014
Bank of America October 2011 - July 2013
Wells Fargo Home Mortgage April 2007 - October 2011
Wells Fargo Home Mortgage July 2006 - March 2007
Wells Fargo April 2004 - July 2006
Skills
CRM, Time Management, Strategic Thinker and..., Possess strong..., Problem Solving, Task Driven, Organizational..., Strategic Thinking, Leadership, Banking, Management, Risk Management, Applicant Tracking..., Sourcing, Finance, Customer Service, Relationship Management, Credit, Team Building, Credit Analysis, Mortgage Lending, Analysis, Training, Mortgage Banking, Sales
Education
Davis College 1987 — 1991
Associate's Degree, Administrative Assistant and Secretarial Science, General, 3.0