Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
Community Banks of Colorado, a Division of NBH Bank, N.A. January 2015 - Present
Guaranty Bank & Trust October 2012 - January 2015
Wells Fargo May 2009 - October 2012
Wachovia, A Wells Fargo Company April 2007 - May 2009
US Bank December 2003 - March 2007
Skills
Small Business Lending, Commercial Mortgages, Credit, Financial Analysis, Real Estate, SBA, Business Development, Commercial Banking, Commercial Lending, Construction Loans, Finance, Investments, Loans, Treasury Management, Management, Financial Services, Credit Analysis, Portfolio Management, Mortgage Lending, Banking, Leadership, Loan Origination, Commercial Real Estate, Consumer Lending, Risk Management, Sales, Small Business
Education
American University 1994 — 1998
BA, International Relations
International Executive Service Corps (IESC) June 2013 - Present
Chemonics International August 2011 - June 2013
Chemonics International January 2010 - July 2011
Chemonics International March 2009 - December 2009
Management Systems International July 2008 - February 2009
U.S. Department of State, Bureau of European and Eurasian Affairs Office of Sou January 2008 - April 2008
Wells Fargo November 2006 - July 2007
Peace Corps June 2004 - July 2006
Western Asset Management July 2002 - May 2004
University of Southern California, Marshall School of Business, Career Resource Center January 2000 - May 2002
Skills
International..., Program Management, Proposal Writing, Project Management, Public Policy, Public Speaking, NGOs, Training, Nonprofits, Qualitative Research, Capacity Building, Project Planning, Recruiting, Global Health, Policy Analysis, Program Development, Budgets, Research, Community Development, Grants, Human Resources, Microfinance, Data Analysis, Management, Program Evaluation, Civil Society, International Relations, Capacity Development, Technical Assistance, Africa, Economic Development
Education
American University 2007 — 2009
Master of Science, Development Management
University of Southern California 1998 — 2002
Bachelor of Art, Economics and International Relations
The Australian National University 2001 — 2001
Semester abroad, Australian economy and politics
Wells Fargo April 2015 - Present
Ashley Furniture Homestore 2013 - April 2015
Ashley Furniture Homestores 2008 - 2013
Levitz Furniture 1990 - March 2008
Skills
Customer Service, Microsoft Office, Sales, Management, New Business Development, Sales Management, Marketing, Negotiation, Inventory Control, Team Building, Retail, Inventory Management, Merchandising, Leadership, Customer Satisfaction, Store Management
Education
American River College
Business Administration and Management, General
Marysville High School
high school dipolma, college prep
First Data Corporation June 2008 - Present
Wells Fargo August 2002 - April 2008
Skills
Sales, Sales Management, Customer Service, Relationship Management, Training, Consulting, Sales Prospecting, Building Relationships, Merchant Services, POS, Troubleshooting, Consumer Lending, Ecommerce, CRM, Cold Calling, Management, Sales Operations, Credit, Recruiting, Finance, Financial Services, Banking, Leadership, Credit Cards, Loans
Education
Gettysburg College 1998 — 2002
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
American University 2001 — 2001
International Business
Marple Newtown High School 1994 — 1998
Wells Fargo December 2013 - Present
New Penn Financial, LLC March 2012 - October 2013
Bon Appétit Management Company 2010 - 2011
One Economy Corporation August 2009 - December 2009
A Better Chance September 2006 - June 2007
Independence Blue Cross June 2006 - August 2006
Lincoln Financial Group June 2005 - August 2005
Skills
Life Insurance, Residential Mortgages, Microsoft Office, Strategic Financial..., Event Management, Event Planning, Strategic Planning, Project Planning, Problem Solving, Negotiation, Sales, Finance, Loans, Relationship Management, Building Relationships, Team-oriented, Organizational..., Online Marketing, Direct Mail Campaigns, Personal Branding, Pipeline Management, Business Development, Customer Service, Mortgage Banking, Leadership, PowerPoint, Teamwork, Mortgage Lending, Social Media
Education
Santa Clara University 2007 — 2011
Bachelor of Science (B.Sc.), Finance, General
Santa Clara University - Leavey School of Business 2007 — 2011
B.S. Commerce, Finance
American University 2009 — 2009
Washington Semester Program
Germantown Friends School 2002 — 2007
High School Diploma
Target October 2011 - Present
Wells Fargo November 2009 - October 2011
Target May 2008 - November 2009
JPMorgan Chase August 2007 - May 2008
i-flex solutions May 2004 - August 2007
Sterlite Optical Technologies Ltd. June 2001 - June 2004
Mahyco June 1999 - June 2001
Skills
Disaster Recovery, CISA, CISM, CISSP, Information Security, Risk Management, Business Continuity, ITIL, Information Technology, PCI DSS, Information Security..., IT Audit, ISO 27001, SAS70, GLBA, Security, Network Security, Firewalls, Computer Security, Security Audits, COBIT, Risk Assessment, Management, Process Improvement, Governance, Vulnerability Assessment, Financial Risk, Penetration Testing, Internal Audit, Identity Management, Networking, Enterprise Risk..., IT Management, IT Strategy, System Administration, Incident Management, Strategy, Enterprise Architecture, Solution Architecture, IT Operations, Infrastructure, IT Service Management, Consulting
Education
Amravati University 1996 — 1999
Bachelor of Engineering, Electronics & Telecommunications
KK Wagh College of Engineering 1992 — 1996
Polytechnic, Industrial Electronics
Chapman and Cutler LLP September 2013 - Present
Janet R. Spragens Federal Tax Clinic August 2012 - January 2013
Financial Industry Regulatory Authority January 2012 - May 2012
Wells Fargo Bank February 2008 - July 2010
Wells Fargo July 2006 - January 2008
Skills
Customer Service, Microsoft Office, Legal Writing, Legal Research, Research, Project Management, Process Improvement, Analysis, Policy, Government, Westlaw
Education
American University, Washington College of Law 2010 — 2013
Doctor of Law (J.D.)
American University - Kogod School of Business 2011 — 2013
Master of Business Administration (MBA)
Rutgers University-New Brunswick 2002 — 2006
BA, Economics/Sociology
MUFG in the Americas July 2014 - Present
Union Bank October 2008 - June 2014
Washington Mutual Card Services May 2007 - October 2008
Visa USA January 2005 - June 2007
Wells Fargo May 1999 - January 2005
The Strategis Group March 1998 - March 1999
Skills
Marketing Strategy, Direct Marketing, Brand Development, Marketing Communications, Strategy, Marketing, Brand Management, Financial Services, Credit Cards, B2B, Competitive Analysis, Segmentation, Banking, Strategic Partnerships, Advertising, Analytics, CRM, Product Management, Customer Acquisition, Multi-channel Marketing, Management, Integrated Marketing, Strategic Planning, E-commerce, B2B Marketing, Public Relations, Entrepreneurship, Investor Relations, Relationship Management, Lead Generation, Product Marketing, Database Marketing, Digital Marketing, Business Planning, Marketing Management, Marketing Research, Executive Management, Start-ups, Branding & Identity, Online Advertising, Outdoor Advertising, B2C Marketing, multichannel marketing, Integrated Brand..., Merchandising, Visual Merchandising, Change Management, Online Marketing
Education
American University - Kogod School of Business 1992 — 1995
MBA, International marketing
Trinity College, Washington DC 1989 — 1991
Bachelor's degree, Business
Texas A&M University - Mays Business School 1980 — 1983
Marketing
Turnitin August 2015 - Present
Bitglass, Inc. February 2015 - August 2015
Switchmate Inc. July 2014 - September 2014
Peop1e (One People) June 2010 - June 2014
Wells Fargo August 2013 - January 2014
CROSSMARK June 2011 - July 2012
Quiznos July 2009 - May 2011
Skills
Marketing, Social Networking, Sales, Lead Generation, Graphic Design, Email Marketing, Marketing Strategy, Product Marketing, Social Media Marketing, Digital Marketing, Advertising, Online Advertising, Social Media, Retail, Marketing Communications, Direct Marketing, Media Planning, Direct Mail, Management
Education
UC Davis 2012 — 2014
Bachelor of Arts (B.A.), Political Science
American River College 2009 — 2012
Greenpeace September 2009 - Present
US Climate Action Network July 2011 - Present
PCRM July 2006 - September 2009
European Environmental Bureau January 2004 - September 2004
ForestEthics February 2002 - July 2003
Wilshire Credit Corporation May 2001 - June 2002
Fujitsu June 2000 - April 2001
Catfish Moon November 1997 - December 2000
US Bank January 1996 - June 1996
Wells Fargo September 1995 - January 1996
Skills
Grassroots Organizing, Strategic Planning, Non-profits, Policy, Research, Sustainability, Program Management, Legislative Relations, Event Planning, Public Relations, Policy Analysis, Nonprofits, Community Outreach, Climate Change, Environmental Policy, Government, Leadership, Legislation, Analysis, NGOs, Politics, Program Development, Public Policy, Public Speaking, Strategy
Education
University of Maryland College Park 2005 — 2006
American University 2004 — 2006
MA, Global Environmental Policy
Universidad para la Paz 2005 — 2005
University of Kent 2004 — 2005
LLM, International Law
Lewis and Clark College 1999 — 2001
BA, International Affairs, Political Economy
BackPorch Properties LLC February 2015 - Present
Keller Williams Realty (Charleston-West) February 2015 - Present
The Fat Hen March 2013 - March 2015
Kiawah Island Golf Resort April 2012 - July 2012
Wells Fargo December 2011 - April 2012
GEL Laboratories, LLC January 2010 - October 2011
Muddy Waters Coffee Bar July 2010 - April 2011
Pi Kappa Phi Fraternity May 2009 - August 2009
RelaxNation Massage Club December 2006 - November 2007
Clemson University October 2006 - August 2007
Skills
Customer Service, Real Estate, Event Planning, Team Building, Public Speaking, Social Media, Leadership Development, Technical Writing, Research, Microsoft Office, Chemistry, Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Mac OS, Real Estate Transactions, Real Estate License, Data Analysis, Leadership, Management
Education
College of Charleston 2007 — 2010
B.A., Biology
Anderson University (SC) 2005 — 2007
Moody's Investors Service July 2014 - Present
Houlihan Capital January 2013 - June 2014
PGG Consulting 2011 - December 2012
Wells Fargo 2008 - 2011
LaSalle Financial Services, Inc. (afillate of LaSalle Bank) September 1995 - November 2007
ABN AMRO/LaSalle Bank 1995 - 2007
Skills
Debt Structuring, Debt Management, Credit Analysis, Municipal, Government Liaison, Bonds, Deal Structuring, Deal Execution, Deal Closing, Real Estate Finance, Real Estate Development, Real Estate Transactions, Real Estate Negotiation, Project Finance, Securitization, Tax Increment Financing, Economic Development, Community Economic..., Multi-family, Privatization, Cross Selling, Cross-border..., Tax Credits, Direct Sales, Municipalities, Series 7, Series 63, Series 52, Series 53, Financial Structuring, Real Estate Economics, CRM, Commercial Lending, Private Equity, Negotiation, Real Estate, Capital Markets, Portfolio Management, Debt Restructuring, Deal Closure, Loan Origination, Structured Finance, Loans, FINRA, Securities, Due Diligence, Credit, Valuation, Investment Banking, Finance
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance/International Business
American University 1982 — 1986
BA, Economics, Minor International Relations
Latin School of Chicago
Wells Fargo August 2012 - Present
Cal Poly University Police Department September 2013 - February 2014
Skills
Public Relations, Microsoft Office, Federal Government, Analytical Reasoning, Community Outreach, Leadership, Public Speaking
Education
American University 2014 — 2016
Master of Public Administration (M.P.A.), Homeland Security, Law Enforcement, Firefighting and Related Protective Services
California Polytechnic State University-San Luis Obispo 2010 — 2014
Political Science, Pre-Law Studies
VSP Vision Care March 2015 - Present
Darkstar Games May 2014 - Present
VSP Vision Care October 2013 - March 2015
U.S. Army Reserve October 2008 - December 2014
Wells Fargo November 2009 - June 2013
Wells Fargo July 2008 - November 2009
Wells Fargo August 2007 - June 2008
Ruch Adatech Engineering July 2001 - March 2005
Skills
German, Satellite Communications, Help Desk Support, Leadership, Military Experience, Banking, Technical Support, Networking, Security Clearance, Team-oriented, Task Driven, Flexible to Change, Analytical Reasoning, Self-motivated..., Strategic Thinking, Dedicated Professional, Highly Reliable, Superior Work Ethic, Training, Troubleshooting, Data Analysis, Network Administration
Education
Kaplan University 2009 — 2011
Bachelor of Science (B.S.), Criminal Justice, 3.98
American River College 2005 — 2007
General Ed Transfer, General Studies, 4.0
Kaiser Permanente May 2015 - Present
Sequence Advisors, Inc. August 2003 - Present
Caspian Consulting Group January 2002 - August 2003
Accordus 2000 - 2001
Nextera 1997 - 1999
Wells Fargo 1995 - 1997
Credit Suisse First Boston 1986 - 1995
Skills
Quantitative..., SQL Reporting Services..., Project Server 2010..., PerformancePoint..., Change Management, Training &..., Business Analysis, Project Portfolio..., Portfolio Strategy, Portfolio Optimization, Software Training, Software Sales, Excel Services, Business Intelligence, Business Management, New Business Development, Graphic Design, Geographic Information..., Microsoft Office, MS Project, Project Scheduling, Agile Project Management, Training, Project Planning, Program Management, Project Server, Management, Requirements Gathering, Visio, Project Management, Cross-functional Team..., Software Project..., SharePoint, Software Industry, Strategy, PMO, Resource Management, Process Improvement, Hands-on Training, Analysis, Enterprise Software, Integration, Leadership, PMP, SDLC, Portfolio Management, Start-ups, Business Process..., GIS, Telecommunications
Education
Amherst College 1980 — 1984
BA, English
Rye Country Day 1976 — 1980
Wells Fargo September 2013 - Present
Rage Productions 2008 - Present
Crash Test Studios LLC 1999 - 2008
John Hancock Funds 1996 - 1998
John Hancock Funds September 1995 - November 1996
Skills
Social Media, Recording, Social Media Marketing, Music, Microsoft Office, Video Production, Entertainment, Advertising, Music Production, Pro Tools, Event Management, Marketing, Film, Music Industry, Composition, Sound, Singing, Audio Engineering, Facebook, Songwriting, Creative Direction, Customer Service, Band, Studio Recording, Digital Marketing, Photoshop, Digital Media, Direct Sales, Sales Presentations, Blogging, Photography, New Media, Television, Video Editing, Social Networking, Online Marketing, Sound Design, Radio, A&R, Music Publishing, Editing, Sales, Creative Writing, Email Marketing, Online Advertising, Voice Over, Music Licensing, Video, Real Estate Financing, Guitar Playing
Education
Shore Country Day School
Colby College 1991 — 1995
Bachelor of Arts (B.A.), International Business, Music
American University 1994 — 1994
International Business
St. Paul's School 1988 — 1991
High School Diploma
Musicians Institute 1998 — 2000
Audio Engineering/Production Certificate, Music Business and Technology
Wells Fargo May 2015 - Present
Wells Fargo May 2014 - Present
Wells Fargo August 2012 - May 2014
Wells Fargo June 2010 - September 2012
Istanbul Kebab House December 2009 - August 2010
Royal Caribbean International August 2002 - May 2006
Skills
Microsoft Office, Customer Relations, Customer Service, Team Leadership, Sales Management, Sales Operations, Customer Satisfaction, Strategy Implementation, Business Planning, Sales, Budgets, Hospitality, Event Management, Management, Teamwork, Advertising, Business Strategy, Coaching, Leadership, Training, Team Building, Time Management, Access, Operations Management, Recruiting, Banking, Hiring, Finance, Analysis, Marketing Strategy, Process Improvement, Risk Management
Education
ITT Technical Institute-Jacksonville 2006 — 2008
Masters, ISS - Internet Service Security
Anadolu Üniversitesi 1995 — 1999
Bachelor of Science, Management
Vormetric 2014 - Present
Cloudwords, Inc. 2013 - 2014
ForceBrain.com 2011 - 2013
Z-LineDesigns, Inc. June 2009 - July 2011
Wells Fargo August 2006 - March 2007
Multicours S.A. June 2004 - August 2006
Philip Morris International November 2004 - May 2005
United Nations January 2003 - June 2003
American University August 2001 - May 2003
United States Department of Defense May 2000 - August 2000
Skills
Microsoft, PowerPoint, Excel, Dreamweaver, Web Design, Access, ADP Payroll, Quickbooks, Salesforce.com, Customer Relations, Sales Support, Database Administration, Cloud Computing, Social Networking, Microsoft Office, SharePoint, Administration, Social Media, Social Media Marketing, Customer Service, Billing, Email Marketing, Windows, MS Project, Fundraising, Cold Calling, Outlook, Word, Internet Research, Technical Recruiting, Hiring, MS Office Suite, Lead Generation, Interviewing, Recruiting, Microsoft Excel, Sales Operations, CRM, Team Building, Sales, Sales Management, Call Centers, Team Leadership, Marketing, Invoicing, SaaS, Teamwork, Online Research, Management, Account Management
Education
American University 2001 — 2003
Master of Arts, International Economic Policy
University of Southern California 1997 — 2001
Bachelor of Arts, International Relations and French
San Ramon Valley High School 1993 — 1997
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Wells Fargo Advisors, LLC August 2013 - Present
Cedar Health, LLC May 2012 - Present
Jackson Hole Supper Rotary Club January 2011 - Present
Jackson Hole Farmers Market on the Square January 2012 - September 2013
Wells Fargo October 2008 - August 2013
Jackson State Bank and Trust March 2006 - October 2008
Skills
Investments, Strategic Planning, Financial Analysis, Financial Advisory, Fixed Income Strategies, Retirement Planning
Education
University of California, Berkeley 2003 — 2005
Undergraduate, Political Science and Economics
American University of Beirut 2002 — 2003
U.S. Bank June 2014 - Present
Huntington National Bank 2012 - June 2014
Huntington National Bank September 2010 - October 2012
Wells Fargo March 2010 - September 2010
Aarons Sales and Lease October 2009 - March 2010
Skills
Banking, Finance, Loans, Credit Analysis, Customer Service, Financial Analysis, Portfolio Management, Commercial Lending, Credit, Analysis, Investments, Risk Management, Microsoft Excel, Strategic Financial..., Strategic Planning, Microsoft Office, Financial Reporting, Financial Modeling, Leadership, Commercial Real Estate
Education
Anderson University 2008 — 2009
Master of Business Administration (M.B.A.), Business Administration and Management, General
Anderson University 2004 — 2008
Bachlor of Science, Business Administration
Computer Science Corporation 2012 - Present
Wells Fargo 2011 - August 2012
Syntel December 2005 - April 2010
Skills
SoapUI, Selenium, QTP, Manual Testing, SQL, JUnit, Quality Assurance, Quality Center, Regression Testing, SDLC, Test Automation, Test Cases, Test Execution, Test Planning, Test Strategy, Testing, Unix, VBScript, Integration, HP QTP, Black Box Testing, Defect Tracking, Agile Methodologies, HP Quality Center
Education
Amravati University 2000 — 2004
B.E., Electronics
United Way Worldwide August 2015 - Present
United Way of Southeast Louisiana July 2014 - August 2015
United Way of Southeast Louisiana April 2014 - July 2014
Hartford Foundation for Public Giving October 2012 - April 2014
Wells Fargo October 2010 - September 2013
British Parliament June 2007 - August 2007
Skills
Project Management, Proofreading, Microsoft Office, Executive..., Time Management, Program Management, Corporate Communications, Strategic Planning, Strategic Communications, Data Analysis, Grant Writing, Funding, Event Planning, Event Management, Design Programs, Editing, Information Systems..., Payroll, Retail Banking, Wholesale Banking, Confidentiality, Business Correspondence, Client Correspondence, Drafting Correspondence, Research, Microsoft Excel, Microsoft Word, Process Improvement, Outlook, PowerPoint, Customer Service, Public Speaking
Education
American University Washington College of Law 2015 — 2019
Doctor of Law (J.D.), International Business/Trade/Commerce
University of Denver 2009 — 2011
Masters, Global Affairs
Virginia Polytechnic Institute and State University 2005 — 2009
B.A. Political Science, Political Science and Government
Virginia Polytechnic Institute and State University 2005 — 2009
B.S. Psychology, Psychology
Wells Fargo October 2014 - Present
Honolulu Family Drug Court May 2014 - September 2014
Brigham Young University Hawaii August 2013 - August 2014
Brigham Young University Hawaii December 2012 - August 2013
The Church of Jesus Christ of Latter Day Saints January 2006 - December 2010
COS Samoa Packing August 2009 - February 2010
American Samoa WIA June 2006 - September 2006
Skills
Team Leadership, Teamwork, Customer Service, Microsoft Office, Administration, Research, Leadership, Microsoft Excel, PowerPoint, Event Planning
Education
Brigham Young University - Hawaii 2013 — 2014
Bachelors of Arts, Political Science
American Samoa Community College 2007 — 2009
Associate of Arts, American Samoa; Pre- LawPago Pago
MidAtlantic Federal Credit Union March 2014 - Present
Apex Home Loans, Inc. July 2013 - March 2014
Mid Atlantic Federal Credit Union April 2011 - July 2013
CAM Enterprises, LLC October 2008 - June 2011
Envoy Mortgage December 2010 - April 2011
Lending One Solutions, Inc. December 2009 - December 2010
Residential Home Funding Corp February 2009 - December 2009
EagleBank December 2007 - March 2009
Dynamic Capital Mortgage August 2006 - December 2007
Wells Fargo 2004 - 2006
Skills
Loans, Mortgage Lending, Real Estate, FHA, Refinance, Investment Properties, Loan Origination, Strategic Planning, Real Estate Transactions, Mortgage Banking, Finance, Investments, Foreclosures, Referrals, Residential Mortgages, Investors, Residential Homes
Education
American University 1974 — 1977
BS in BA, Finance
The Dalton School 1970 — 1973
Wells Fargo February 2009 - August 2013
Affordable Portables / ATT Wireless August 1999 - July 2008
Skills
Sales Operations, Business Performance..., Business Management..., Finance, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Music, Music Industry, Music Production, Audio Engineering, Studio Recording, Protools, Logic Pro, Guitar, Singing, Piano, Music Theory, Composition, Songwriting, Photoshop, Social Media
Education
Sierra College 2012 — 2014
Business Administration / Communications, 3.8
American River College 2010 — 2012
Associates Degree in Arts, 3.9
El Camino College-Compton Center 2006 — 2007
General Education, 3.66
Santa Monica College 1991 — 1998
Business/General Ed., 2.65
Glendale Community College 1984 — 1986
Music Theory & Composition, 2.0
Wells Fargo September 2014 - Present
Armstrong Teasdale LLP June 2012 - August 2014
KPMG June 2011 - June 2012
Grunfeld, Desiderio, Lebowitz, Silverman & Klestadt LLP September 2009 - February 2011
Grunfeld, Desiderio, Lebowitz, Silverman & Klestadt LLP January 2008 - May 2009
Skills
Commercial Litigation, Transfer Pricing, Appellate Litigation, Customs Valuation, Customs Compliance, Trade Remedy Litigation, Countervailing Duties, International Trade Law, International Trade..., Antidumping, WTO, Trade Policy, Administrative Law, Spanish, International Law, Legal Writing, Cross-border..., Motions, Franchise Agreements, Export Sanctions, Export Controls
Education
American University, Washington College of Law 2006 — 2009
J.D.
William & Mary 2002 — 2006
B.A., Hispanic Studies, International Relations
Pontificia Universidad Católica de Valparaíso 2004 — 2004
D'Agostino Consulting June 2013 - Present
Sabbatical October 2012 - May 2013
AAA NCNU Insurance Exchange January 2011 - September 2012
AAA Northern California, Nevada & Utah 2008 - July 2011
Inmatrix, Inc. (purchased by Sungard) 2007 - 2008
Moody's Analytics (formerly Moody's KMV) 2001 - 2005
Wells Fargo 1989 - 2000
Education
Stanford University Graduate School of Business 1998 — 1999
M.S.
Amherst College
Bachelor of Arts (BA)
Solid Landings Behavioral Health June 2014 - Present
Mike & Steve's December 2008 - October 2015
Wells Fargo August 2009 - 2012
Bank of America March 2001 - March 2008
Skills
Cross Selling, Customer Service, Microsoft Excel, Credit Cards, Refinance, Transportation Planning, Writing for broadcast,...
Education
Saddleback College 2012 — 2014
Certificate,Alcohol & Drug Studies, Drug/Alcohol Studies, Class of 2014, earning Dean's List honors in 3 semesters
American University 1977 — 1981
Bachelor's Degree, Communication and Media Studies
Rivers School, Weston, Ma.
Diploma, Class of 1977
SacTown DJ Entertainment October 2005 - Present
Sactown DJ Entertainment October 2005 - Present
Wells Fargo June 2013 - Present
Wells Fargo January 2001 - June 2013
Education
Heald College 1998 — 2000
Applications Specialist, Data Entry/Microcomputer Applications
American River College 1995 — 1998
General Ed Transfer, General Studies
San Loranzo Valley High School 1982 — 1985
Wells Fargo May 2015 - Present
Genworth Financial October 2013 - May 2015
Genworth Financial September 2010 - October 2013
MetLife Investments July 2006 - September 2010
Skills
Investments, Finance, Research, Financial Modeling, Valuation, Financial Analysis, Insurance, Data Analysis, Competitive Analysis, Business Analysis, Cross-functional Team..., Forecasting, Leadership, Asset Management, Portfolio Management, Securities, Alternative Investments, Asset Allocation, Bonds, Capital Markets, Investment Banking, Risk Management, Fixed Income, Equities, Bloomberg, Strategy
Education
Indiana University - Kelley School of Business 2009 — 2011
MBA, Finance
Indiana University - Kelley School of Business 2009 — 2011
Masters, Strategic Management
American University - Kogod School of Business 2002 — 2006
B.S., Business Administration and Finance
TIAA-CREF May 2014 - Present
Speaker, Shelley Young January 2001 - Present
Carlisle & Gallagher Consulting Group February 2014 - May 2014
Carlisle & Gallagher Consulting Group October 2012 - February 2014
Wells Fargo November 2009 - October 2012
Wachovia/A Wells Fargo Company January 2007 - December 2009
Queens University January 2007 - December 2009
The Advisory Board Company April 2005 - January 2007
UVA Health System November 2003 - April 2005
University of Phoenix January 2001 - January 2005
Skills
Leadership Development, Organizational..., Organizational..., Coaching, Career Development, Talent Management, Succession Planning, Performance Management, Strategic Planning, Change Management, Executive Coaching, Training, Leadership, Analysis, Program Management, Project Management, Team Building, Policy, Strategy, Consulting, CRM, E-Learning, Interviews, Nonprofits, Executive Management, Process Improvement, Instructional Design, Business Planning, Human Resources, Employee Engagement, Management, Employee Training, Time Management, Workshop Facilitation, Vendor Management, Employee Benefits, Public Speaking, Budgets, Conflict Resolution, Management Consulting, Business Development, Employee Relations, Staff Development, Organizational Design, Performance Improvement, Onboarding, Business Process...
Education
Capella University 2012 — 2014
PhD, ABD, Business Management
University of Virginia 2003 — 2005
Doctorate Studies
Emory University 1996 — 1998
Masters of Theological Studies, Biblical Studies
American University 1987 — 1990
Master of Business Administration (M.B.A.), Marketing/Finance
Howard University 1982 — 1986
BA, Economics, Latin/Math
Capital One December 2013 - Present
Wells Fargo February 2013 - December 2013
Citi May 2010 - February 2013
PNC Investments April 2008 - May 2010
Merrill Lynch Global Private Client April 2005 - December 2007
Bernstein Global Wealth Managment April 2005 - April 2006
Skills
Wealth Management, Series 7, Securities, Portfolio Management, Alternative Investments, Investments, Equities, Fixed Income, Mutual Funds, Financial Analysis, Retirement Planning, Risk Management, Financial Services, Asset Managment, Strategic Financial..., Series 66, Series 65, Uniform Combined State..., Asset Allocation, Mortgage Lending, Bloomberg, Finance, Credit, Financial Planning
Education
Georgetown University 2011 — 2012
CFP, Certified Financial Planner, Candidate
American University 1997 — 2001
Bachelor of Arts (BA), . International Relations and Economics
St. Andrew's 1991 — 1997
National Presbyterian School
Booz Allen Hamilton February 2015 - Present
Wells Fargo 2011 - 2013
Sovereign Bank May 2010 - August 2010
Radford University 2009 - 2009
Skills
Loan Origination, Banking, Loans, Credit Analysis, Retail Banking, Consumer Lending, Leadership, Pipelines, Prioritisation, Face to Face Sales, Face to Face..., Business Analysis, Small Business..., Market Research, Consumer Behaviour, Foreign Languages, microsoft access, Microsoft Excel, SDLC, PowerPoint, Microsoft SQL Server, Microsoft Project, Budget Analysis, Financial Forecasting, International Economics, International Financial..., Industrial Organization, Macroeconomics, Microeconomics, MS Excel Pivot Tables, Monetary Economics, Film Criticism, Translation, Agile Project Management, Event Planning, Teamwork, Research, Social Networking, Time Management, Microsoft Word, Customer Service, Microsoft Office, Public Speaking, Analysis, Access
Education
George Mason University 2014 — 2016
Master's degree, Development Economics and International Development
Radford University - College of Business and Economics 2009 — 2013
Bachelor of Science (BS), Economics, marketing, business administration
American University in Bulgaria 2012 — 2012
Exchange program
Lord, Abbett & Co. LLC September 2015 - Present
Global Hotel Alliance September 2014 - August 2015
Global Hotel Alliance October 2012 - September 2014
Venga September 2011 - December 2011
Fishbowl May 2011 - August 2011
Lancome May 2010 - August 2010
Wells Fargo May 2009 - August 2009
Skills
Social Media, PowerPoint, Marketing Communications, Newsletters, Facebook, Microsoft Office, Email Marketing, Social Networking, Teamwork, Sales, Marketing, Editing, Analysis, Microsoft Excel, Event Planning, Excel, Public Speaking, Writing Skills, Management, Market Research, SQL, SPSS, Advertising, Public Relations
Education
American University 2008 — 2012
Bachelor’s Degree, Business Administration
Wissenschaftliche Hochschule für Unternehmensführung - Otto-Beisheim - Hochschule 2010 — 2010
Business Management
Glen Rock High School 2004 — 2008
Woodrow Wilson International Center for Scholars, Kennan Institute January 2015 - May 2015
International Peace and Security Institute May 2014 - September 2014
Wells Fargo June 2012 - July 2013
Cheraw School District August 2011 - May 2012
Peace Corps April 2009 - June 2011
Education
American University 2013 — 2015
Master of Arts (MA)
University of Northern Colorado 2004 — 2008
Bachelor's degree
Provident Financial Management June 2015 - Present
Marc Turok CPA January 2015 - Present
Bank of America June 2013 - Present
Wells Fargo January 2011 - May 2013
Inova Health System December 2009 - June 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Leadership, Management, Program Management
Education
American University 2013 — 2015
Bachelor's degree, Accounting and Business/Management, 3.5
Northern Virginia Community College 2010 — 2012
Associate of Science (A.S.), Business Administration and Management, General, 3.5 GPA
PwC September 2015 - Present
Essilor October 2013 - January 2014
Citi September 2013 - October 2013
College of William and Mary September 2011 - May 2013
Wells Fargo June 2011 - August 2011
American University January 2011 - May 2011
American University January 2011 - May 2011
Pakistan Embassy June 2010 - August 2010
Students At Your Service Painting Company February 2010 - April 2010
Dr. Mazher Saeed February 2009 - April 2009
Skills
Training, Financial Analysis, Leadership, Data Analysis, Financial Modeling, Sales, Risk Analysis, Mortgage Lending, Loans, Economics, Microsoft Excel, PowerPoint, French, German, Strategic Communications
Education
The College of William and Mary - The Mason School of Business 2014 — 2015
Master of Accounting, Accounting and Finance
The College of William and Mary - The Mason School of Business 2011 — 2013
BBA, Finance, 3.83
American University 2010 — 2011
BSc, Business, 3.93
McGill University 2009 — 2010
BBA, Finance
John F. Kennedy School 2005 — 2008
High School Diploma
Wells Fargo March 2014 - June 2014
Metrix February 2013 - May 2013
Fonterra June 2012 - January 2013
RTA October 2011 - May 2012
Norton Rose Fulbright August 2011 - September 2011
Colonial Parking April 2008 - April 2011
Tradeshow Multimedia Inc. August 2007 - April 2008
IceVista January 2007 - May 2007
Overseas Private Investment Corporation May 2006 - August 2006
Blackhawk Country Club January 2003 - August 2005
Skills
Customer Service, Project Management, Business Intelligence, Employee Relations, Coaching, PowerPoint, Research, Logistics, Microsoft Word, Process Improvement, Time Management, Management, Team Leadership, Change Management, Strategic Planning, Vendor Management, Operations Management, Program Management, Budgets, Management Consulting, Business Strategy, Team Building, Finance, Business Analysis, Leadership, Analysis
Education
American University 2004 — 2007
International Studies, International Business, International Economic Policy and Finance
Diablo Valley College 2001 — 2004
Computer and Electrical Engineering
Las Lomas High School 1997 — 2001
JPMorgan Chase June 2009 - Present
Wells Fargo June 2007 - May 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, SAS, SQL, Teradata, Data Analysis
Education
American University 2005 — 2007
Master of Arts (M.A.), Mathematics
Syracuse University 2001 — 2005
Bachelor of Science (BS), Mathematics
Wells Fargo February 2015 - July 2015
Wells Fargo April 2014 - January 2015
Wells Fargo July 2013 - April 2014
Chiropractic Connection October 2012 - January 2013
Total Woman Gym and Spa July 2012 - October 2012
Joe Alter Dance Group June 2010 - August 2010
San Diego State University - Psychology September 2008 - May 2009
Skills
Training, Project Management, Data Entry, Data Collection, Customer Service, Time Management, Sales, Research, Social Media, Microsoft Office, Social Networking, PowerPoint, Microsoft Word, Social Media Marketing, Teamwork, Event Management
Education
American University 2015 — 2017
Master’s Degree, International Development
San Diego State University 2006 — 2011
B.A., Psychology, Dance
Lorenzo de Medici 2010 — 2010
Semester Completed, Psychology & Culture
Thomerson Macchiaverna Smith & Freeman P.C. 2013 - February 2014
The Strauss Law Firm, LLC (position dissolved) 2012 - 2013
The Eichholz Law Firm 2012 - 2012
Progressive Insurance 2010 - 2012
Wells Fargo 2008 - 2010
Great Lakes Specialty Finance 2005 - 2008
Skills
Legal Research, Westlaw, Legal Writing, Legal Assistance, Personal Injury, Document Review, Family Law, Lexis, Legal Documents, Corporate Law, Document Drafting, Product Liability, Notary Public, Wills, Personal Injury..., Administrative Law, Torts, Litigation Support, Claim, Liability, Insurance, Wordperfect, Paralegals, Insurance Law, Litigation, Civil Litigation, Estate Planning, PACER, File Management, Subrogation, Public Liability, Corporate Governance, Contract Law, Property Damage, Property, Filing, Trusts, Automobile Accidents, Accident, Property Law, Depositions, Legal Compliance, Licensing, Legal Issues, Medical Malpractice, Courts, Trials, Litigation Management, Pleadings, Criminal Law
Education
ITT Technical Institute-Indianapolis 2007 — 2010
BSCJ, Criminal Justice/Law Enforcement Administration, 3.82
Boston University
Paralegal Studies
Academy of Court Reporting
Paralegal Studies
Anderson University (SC)
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Deloitte Tax LLP June 2004 - Present
Euler & Hermes 2000 - 2003
Wells Fargo 1999 - 2000
Education
American University - Kogod School of Business 2006 — 2008
Master of Science in Taxation
The George Washington University - School of Business 2003 — 2004
Master of Accountancy
Towson University
PAREXEL September 2012 - Present
Johnson & Johnson March 2004 - September 2012
Theories in Practice, LLC February 1999 - September 2012
Roving Coach International December 2009 - July 2011
Tilt, Inc. June 2008 - November 2009
BCBSNC September 2007 - June 2008
Wells Fargo June 2006 - September 2007
General Parts International February 2003 - August 2006
McNeil Pharmaceuticals November 2001 - November 2003
Nortel Networks June 1990 - February 2000
Skills
Leadership Development, Succession Planning, Coaching, Change Management, Performance Management, Business Strategy, Six Sigma, Executive Coaching, Organizational..., 360 Feedback, MBTI, Organizational..., Emotional Intelligence, Employee Engagement, Career Development, Personal Development, Executive Development, Talent Management, Culture Change, Workshop Facilitation, Leadership Development..., Strategy, Training, Leadership, Personnel Management, Human Resources, Strategic Planning, Program Management, Management, Onboarding, Start-ups
Education
Kennedy School of Government, Harvard University 2012 — 2012
Certificate
Duke University 2005 — 2005
Certificate
American University 1997 — 2000
MSOD
North Carolina State University 1985 — 1990
BS
American River College August 2014 - Present
JiWire, Inc. September 2008 - September 2013
Hewlett-Packard November 2007 - March 2008
Apple January 2006 - October 2007
Wells Fargo 2001 - 2005
Skills
Account Management, Customer Service, Sales, Training, Microsoft Office, Windows 8, OS X, HTML 5, CSS, CSS3, JavaScript, Technical Support..., Confluence, Hardware, Laptops, Networking, Team Management-Call...
Education
Free Code Camp 2015 — 2016
Computer Software Engineering
American River College 2011 — 2013
Social Psychology
MTI Business College Inc 1994 — 1996
Computer and Information Sciences and Support Services
IFC - International Finance Corporation May 2008 - Present
Bank of America June 2007 - May 2008
Wells Fargo June 2006 - June 2007
FMM June 2005 - June 2006
International Finance Corporation 2004 - 2006
The World Bank 1999 - 2005
Skills
Banking, Business Strategy, Capital Markets, Corporate Finance, Credit, Credit Risk, Emerging Markets, Finance, Financial Markets, Financial Analysis, Financial Modeling, Financial Risk, Financial Services, Government, International..., Investments, Management, Microfinance, Portfolio Management, Strategic Planning
Education
Post 2009 — 2010
Masters, Finance
American University 1999 — 2003
BA/MA, International/Global Studies
First Citizens Bank and Trust Company, Inc. April 2010 - Present
Wells Fargo February 1982 - March 2010
Skills
Loans, Mortgage Lending, Credit, Banking, Commercial Lending, Mortgage Banking, Consumer Lending, Portfolio Management, Underwriting, Financial Analysis, Retail Banking, Commercial Banking, Small Business Lending, Loan Origination, Credit Analysis
Education
Anderson University (SC)
Wells Fargo October 2011 - Present
Wells Fargo April 2009 - October 2011
Wachovia May 2003 - April 2009
Wachovia October 2000 - April 2003
SouthTrust Bank November 1998 - November 1999
KeyBank November 1995 - July 1998
Bank One June 1987 - November 1995
Skills
Leadership Development, Organizational..., Diversity & Inclusion, Team Facilitation, Change Management, Organizational Culture, Talent Management, Strategic Planning, Group Dynamics, Executive Coaching, Organizational..., Succession Planning, Team Building, Workshop Facilitation, Human Resources, Leadership, Training, Onboarding, Coaching, Performance Management, Employee Engagement, Management Development, Culture Change, Career Development, Organizational Design, Consulting, Risk Management, Employee Relations, Talent Acquisition
Education
American University 2004 — 2006
Master of Science, Organization Development
Fairmont State University
Bachelor of Science, Business Administration
Roundy's Supermarkets, Inc. September 2012 - Present
Kohl's Department Stores July 2005 - September 2012
Briggs & Stratton 2004 - 2005
Snap-on Tools 2002 - 2004
Wells Fargo 1996 - 1999
Norwest Corporation/Wells Fargo 1996 - 1999
Skills
Employee Benefits, FMLA, Benefits Administration, Vendor Management, Health Care Strategy, Health Care Delivery, Employee Wellness..., Compliance, Disability Insurance, Voluntary Employee..., Communication, Outsourcing, Legal Compliance, Payroll, Healthcare, Team Building, Employment Law, Workforce Planning, Talent Management, Personnel Management, New Hire Orientations, Temporary Placement, Employee Engagement, Health Insurance, PeopleSoft, Conflict Resolution, Onboarding, Sourcing, Succession Planning, Labor Relations, Training, Interviews, HIPAA, Coaching, Applicant Tracking..., Management, Leadership Development, HR Policies, College Recruiting, Policy, 401k, COBRA, Workers Compensation, Leadership, Hiring, Compensation & Benefit, ADP Payroll, Organizational..., Executive Pay, Internet Recruiting
Education
American University 1999 — 2002
MS, HR Management
University of Minnesota-Twin Cities 1988 — 1993
BA, History
Rice Lake High School
Rice Lake High School
Goldman Sachs October 2005 - Present
Washington Mutual March 2003 - October 2005
Wells Fargo November 1997 - March 2003
Education
American University 1995 — 1997
Bachelor's degree, Finance, General
Save the Children July 2012 - Present
Elizabeth Glaser Pediatric AIDS Foundation April 2008 - July 2012
Abt Associates September 2003 - April 2008
Deloitte January 2000 - September 2003
Wells Fargo November 1993 - December 1997
Riggs Bank 1989 - 1993
JPMorgan Chase September 1985 - August 1987
Skills
Program Management, Program Evaluation, International..., Nonprofits, Capacity Building, Program Development, Grants, Strategic Planning, Policy Analysis, Proposal Writing
Education
University of Miami Leonard M. Miller School of Medicine 1998 — 1999
MPH, Epidemiology -
American University - Kogod School of Business 1987 — 1989
MBA, Finance
Bentley University 1981 — 1985
B.S., Business Administration
Colegio San Ignacio de Loyola 1978 — 1981
High School Diploma
BlackRock November 2006 - May 2012
Macy's June 2006 - October 2006
Williams Sonoma November 2005 - March 2006
Wells Fargo May 2005 - November 2005
Charles Schwab June 2002 - July 2004
Charles Schwab September 2000 - March 2001
Microsoft Corporation 1993 - 1995
Microsoft Corporation 1989 - 1993
Skills
Software Development, Software Project..., E-commerce, SDLC, Business Analysis, Software Quality..., Certified Scrum Master..., Waterfall, C, Agile Project Management, Scrum, Vendor Management
Education
Syracuse University
Master of Science (M.S.), Computer Engineering
American University of Beirut
Bachelor of Science (B.Sc.), Electrical and Electronics Engineering
Public Financial Management, Inc. (PFM) May 2014 - Present
M2 Financial Advisory Services October 2013 - May 2014
First Tryon Advisors November 2009 - September 2013
Wachovia, A Wells Fargo Company 2005 - 2009
A.G. Edwards & Sons, Inc. 2005 - 2007
Legg Mason 2000 - 2005
Wells Fargo 1987 - 2000
Skills
Series 7, Bonds, Investment Banking, Financial Advisory, Derivatives, Financial Structuring, Financial Services, Securities, Finance, Capital Markets, Investments, Asset Management, Alternative Investments, Financial Modeling, Investment Management, Investment Advisory, Financial Analysis, Fixed Income
Education
American University 1971 — 1973
MPA, Urban Affairs
University of North Carolina at Chapel Hill 1968 — 1970
BA, Honors in Economics
Historic Philadelphia 2012 - Present
Wells Fargo November 2011 - Present
Historic Rittenhousetown June 2010 - July 2011
Cliveden, a National Trust Historic Site 2011 - 2011
Wyck Association 2010 - 2011
Stenton/NSCDA-PA 2010 - 2011
History Hunters 2010 - 2011
Wagner Free Institute of Science 2010 - 2010
CentroNia 2005 - 2008
American University 2005 - 2008
Skills
Research, Non-profits, Historian, Museum Education, Museums, Public History, History, Community Outreach, Customer Service, Editing, Program Development, Public Speaking, Higher Education, Qualitative Research, Grants, Nonprofits, Event Management, Fundraising, Volunteer Management, Grant Writing, Facebook
Education
Temple University 2009 — 2011
M.A; A, History; Public History
American University 2005 — 2008
B.A, History
UnitedHealth Group August 2015 - Present
Wells Fargo November 2014 - August 2015
Data Consulting August 2014 - November 2014
NIP Group, Inc. December 2013 - August 2014
AGIA, Inc. March 2005 - December 2013
United States Air Force January 2003 - February 2005
Skills
Email Marketing, Database Marketing, Direct Marketing, Web Analytics, Google Analytics, Lead Generation, Direct Mail, Online Marketing, SEM, Microsoft Office, Project Management, Marketing Strategy, Advertising, Customer Acquisition, Online Advertising, CRM, Marketing, SAS programming, Campaign Management, Microsoft SQL Server, Social Media, Analytics, SEO, Google Adwords, Aeromedical Evacuation, Health Services...
Education
University of Minnesota-Twin Cities 1999 — 2002
Bachelor of Arts (B.A.) - Sociology, Research and Statistics
University of Minnesota-Twin Cities 1999 — 2002
Bachelor of Arts (B.A.) - Journalism, Advertising
SAS
SAS 9.1.3 Basic Programming Certification, Programming
Community College of the Air Force
Health Services Management
American Sentinel University 2015 — 2017
M.S. Business Intelligence and Analytics
Wells Fargo January 2008 - Present
SunTrust Bank June 1999 - October 2007
Marcus & Millichap January 1997 - June 1999
Prior Professional Experience 1972 - 1997
Skills
Property Management, Real Estate Operations, 1031 Exchanges, Apartment Buildings, Asset Managment, Apartments, Investment Properties, Real Estate, Investments, Portfolio Management, Valuation, Budgets, Wealth Management, Sellers, Disposition, Training, Real Estate Economics, Asset Management, Leases, Brokerage, Loans, Commercial Real Estate, Negotiation, Financial Services, Mergers & Acquisitions, Property, Analysis, Investors, Management, Due Diligence, Real Estate Transactions, Finance, Insurance, Mortgage Lending
Education
University of Maryland University College 2007 — 2008
MS, Financal Management
University of Maryland University College 2004 — 2007
MBA
American University 1973 — 1975
Graduate Certificate, Real Estate & Urban Development
University of Maryland College Park 1967 — 1972
BS, Economics
Wells Fargo March 2014 - Present
Ameriprise Financial Services, Inc. January 2013 - February 2014
Syntel Ltd. February 2008 - February 2014
Ameriprise Financial Services, Inc. December 2011 - August 2012
Guitar Center November 2009 - September 2011
SBTS Group 2006 - 2008
BNCOE 2002 - 2006
Skills
Web Services, Knowledge Management, Taxonomy, Adapters, SharePoint, Data Mining, Life Insurance, Microsoft Office..., Enterprise Architecture, Microsoft SQL Server, Integration, Databases, Servers, Architectures, Solution Architecture
Education
Amravati University 2001 — 2006
Bachelor's degree
B.N College of Engg. 2001 — 2006
BE
G.H Raisoni Polytechnic College 1999 — 2001
DIPLOMA
St.Xavier's High School 1992 — 1998
SSC
Wells Fargo Advisors August 2015 - Present
Wells Fargo 2012 - Present
Celik, LLC Export Company January 2014 - January 2015
Dillards dept store October 2011 - October 2012
Skills
Sales, Social Skills, Import Export, Communication, Organizational..., At Multitasking, Account Management, Time Management, Professional..., Punctuation, Customer Service, Finance, Teamwork, Microsoft Word, Microsoft Office, Analysis, Research, Banking
Education
Mesa Community College 2013 — 2015
Certification, International Business/Trade/Commerce
Marmara Üniversitesi 2006 — 2009
Master's degree, International Business/Trade/Finance
Anadolu Üniversitesi 2001 — 2005
Bachelor's degree, Economics
Wells Fargo January 2014 - Present
Wells Fargo February 2013 - January 2014
Wells Fargo February 2012 - January 2013
Wells Fargo October 2011 - February 2012
Skills
Consumer Lending, Loans, Loan Origination, Credit, Small Business Lending, Lines Of Credit, Commercial Lending, Banking, Refinance, Commercial Banking, Cross Selling, Retail Banking, Portfolio Management, Financial Services
Education
American University in Bulgaria 2006 — 2009
Bachelor of Business Administration (BBA) ; Bachelor of Journalism and Mass Communication, Business, Management, Marketing, and Related Support Services
Accenture April 2015 - Present
Wells Fargo May 2014 - December 2014
Chevron December 2013 - May 2014
LinkVisum Consulting Group September 2012 - December 2013
i3solutions November 2011 - April 2012
IBM Global Business Services August 2008 - November 2011
Deloitte October 2006 - June 2008
BearingPoint June 2005 - September 2006
Grant Thornton September 2003 - May 2005
Skills
Business Analysis, Internal Controls, Business Process..., Auditing, Managerial Finance, Sarbanes-Oxley Act, Business Process..., Sarbanes-Oxley, Financial Analysis, Accounting, Internal Audit, Financial Reporting, SAP, Business Intelligence, Management Consulting, Process Improvement, Finance, Business Process, Change Management, ERP, Consulting, Program Management, Management, SDLC, Analysis, Project Management
Education
American University - Kogod School of Business 2004 — 2006
MBA, Finance, Management of Global Information Technology
Hampton University 1995 — 1999
BS, Finance
U.S. Bank January 2012 - Present
Wells Fargo April 2008 - January 2012
TD March 2005 - April 2008
Capital One 1999 - 2005
UUNET 2000 - 2001
Skills
Banking, Retail Banking, Loans, Credit, Consumer Lending, Commercial Banking, Mortgage Lending, Financial Analysis, Cash Management, Finance, Strategic Planning, Small Business Lending, Treasury Management, Branch Banking, Lines Of Credit, Deposits, Branch Management, Relationship Management, Credit Cards, Credit Analysis, Commercial Lending, Loan Origination, Networking
Education
American University 1998 — 1999
MBA
University of Missouri-Saint Louis 1993 — 1997
Bachelor of Science (BS), Marketing
University of Missouri-Columbia 1991 — 1993
Business Administration and Management, General
Continental School
Wells Fargo April 2015 - Present
AccruePartners October 2013 - April 2015
American University Women's Lacrosse 2009 - 2013
Washington Redskins May 2012 - December 2012
American University September 2009 - November 2012
Breakout Lacrosse May 2012 - August 2012
O'Brien & Gere May 2010 - December 2011
Galaxy Communications, Syracuse May 2011 - August 2011
Skills
Leadership, Microsoft Office, Facebook, Marketing, Sports, Microsoft Excel, Broadcast, Final Cut Pro, Blogging, Recruiting, Social Networking, Social Media, Management, Sales, Customer Service, Photoshop, Microsoft Word, Time Management, Radio, Staff Augmentation, Web Development, MS Office, Adobe Dreamweaver, HTML coding, HTML, Audacity, Twitter, Instagram, Project Management, Project Coordination
Education
American University 2009 — 2013
BA in Communications, Minor in Business & Marketing
Westhill High School
TD April 2013 - Present
TD June 2012 - April 2013
TD June 2011 - June 2012
Wells Fargo June 2010 - June 2011
Skills
Bilingual English/..., Team Leadership, Leadership Development, Community Outreach, Sales Management, Sales Operations, Internal Audit, Compliance, Retail Banking
Education
Anderson University (SC) 2008 — 2010
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Brevard Community College 2004 — 2007
Associate of Arts (A.A.)
Goodwill Industries Job Connection September 2013 - Present
GoodWill November 2011 - Present
Various Talent/Marketing Agencies January 2010 - Present
Goodwill Industries January 2012 - September 2013
In Home Supportive Services July 2011 - November 2011
Travelers Aid October 2010 - November 2011
Travelers Aid Emergency Assistance Agency October 2010 - November 2011
Wells Fargo May 2007 - September 2008
Safeway June 2006 - June 2007
Walmart June 2005 - April 2006
Skills
PowerPoint, Data Entry, Research, Microsoft Word, Microsoft Excel, Public Speaking, Microsoft Office, Customer Service, Outlook, Non-profits, Process Scheduler, Community Outreach, Access, Human Resources, Time Management, Social Networking, Workshop Facilitation, English, Management, Filing, Nonprofits, Event Planning, Leadership
Education
Sacramento City College 2010 — 2015
Associate's degree, Business Administration, Received Presidents Honors Award 2012 (Academic Success)
American River College 2004 — 2006
Culinary Arts and Related Services
Mizuho Securities USA Inc. October 2014 - Present
Wells Fargo September 2010 - October 2014
Citigroup July 2008 - August 2010
Skills
Hedge Funds, Bloomberg, Derivatives, Trading, Banking, Economics, Investments, Capital Markets, Private Equity, investment, Business Development, Strategy
Education
Amherst College 2004 — 2008
Bachelor of Arts (B.A.), Economics; History
Chaminade High School
N/A June 2013 - Present
Convergys November 2012 - June 2013
Wells Fargo October 2006 - May 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Time Management
Education
Meditec.com 2014 — 2015
Medical Office Management with Billing and Coding, Medical Office Management with Billing and Coding
American University 2005 — 2010
Bachelor of Business Administration (B.B.A.), Business Management
TIAA-CREF January 2015 - Present
TIAA-CREF September 2012 - January 2015
Wells Fargo June 2007 - August 2012
Wolcott Group, LLC October 2000 - May 2007
Jones Day May 1994 - October 2000
Education
American University 1991 — 1992
Graduate coursework
Vanderbilt University 1987 — 1991
Bachelor’s Degree
Transworld Systems March 2010 - Present
Transworld Systems January 2015 - January 2015
Comerica Bank March 2007 - March 2010
American Sales Consulting , Inc March 2003 - February 2007
Wells Fargo January 2001 - December 2003
Bank Of America April 1999 - October 2001
Skills
Banking, Strategic Planning, Credit, Financial Analysis, Risk Management, Customer Service, Sales, Commercial Banking, Credit Analysis, Sales Management, Portfolio Management, Business Strategy, Retail Banking, Trade Finance, Business Development, Private Banking, Business Planning, Loans, Cash Management, Investment Banking, Finance, Team Leadership, Microsoft Excel, Commercial Real Estate, Real Estate, Lines Of Credit, Commercial Mortgages, CRM, Mortgage Lending, Treasury Management, SBA, Commercial Lending, Investments, Credit Risk, Small Business Lending, Small Business, Asset Based Lending, Relationship Management, Financial Structuring, Financial Services, Loan Origination, Management, Marketing, Leadership
Education
American University 1991 — 1993
Bachelor's degree, Business Administration and Management, General, 3.8
PUC-RJ 1988 — 1992
Business Administration (B.A.), Business Administration and Management, General, 3.3
Wells Fargo September 2014 - Present
U.S. Department of State January 2013 - August 2014
LivingSocial March 2012 - December 2012
U.S. Department of State August 2008 - March 2012
American University August 2006 - August 2008
Center for Strategic and International Studies (CSIS) September 2007 - December 2007
The Florida Senate August 2004 - July 2006
Education
American University 2006 — 2008
Master of Arts (M.A.), U.S. Foreign Policy
University of South Florida 2000 — 2003
Bachelor of Arts (B.A.), Political Science and Government
AIG February 2013 - Present
HSBC April 2004 - January 2013
Citigroup: Citicard Division 2003 - 2004
Citigroup: Global Banking & Cash Management Solutions 2000 - 2003
Citigroup: eCiti / Campus Card Division January 1998 - August 2000
RL Polk & Co October 1996 - October 1997
Nissan Motor Acceptance Corporation 1994 - 1996
Wells Fargo June 1992 - April 1994
Skills
Strategy, Digital Marketing, Internet Strategy, Mobile Internet, Mobile Marketing, Analytics, Consumer Insurance, Mobile Payments, Banking, Cross-functional Team..., Relationship Management, Product Development, Business Strategy, Life Insurance, Negotiation, Multi-channel Marketing, Term Life Insurance, Internet Banking, Customer Insight, Customer Acquisition, Customer Retention, Customer Engagement, Omnichannel Marketing @..., Financial Services, Marketing, Program Management, Sales, Start-ups, Leadership, Management, Team Building, Risk Management, Insurance, New Business Development, E-commerce, Marketing Strategy, Business Development
Education
Thunderbird School of Global Management 1991 — 1992
Masters Business Administration, Banking / Marketing
American University 1986 — 1988
Master of Arts (M.A.), European Integration
St. Olaf College 1980 — 1984
BA, German
Washington Health Benefit Exchange June 2015 - Present
Montgomery County State's Attorney's Office September 2014 - December 2014
Montgomery County State's Attorney's Office April 2014 - August 2014
Montgomery County State's Attorney's Office December 2013 - June 2014
Montgomery County State's Attorney's Office September 2013 - December 2013
US Pretrial and Probation Services, Minnesota District December 2012 - January 2013
Wells Fargo February 2011 - August 2012
Office of US Senator Byron L. Dorgan January 2010 - January 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Courts, Legal Research
Education
University of Washington 2015 — 2015
Master of Laws (LLM), General Law/Professional Responsibility
American University, Washington College of Law 2013 — 2014
Juris Doctor (J.D.), Criminal Law/Professional Responsibility
The University of North Dakota 2010 — 2014
Master's Degree, Public Administration
The University of North Dakota 2007 — 2009
Bachelor's Degree, Political Science and Government
McKinsey & Company March 2014 - Present
AlixPartners September 2007 - March 2014
Federal Bureau of Investigation June 2005 - January 2006
Wells Fargo August 2000 - July 2004
Education
Harvard University 2005 — 2007
MPA
Northwestern University - Kellogg School of Management 2004 — 2006
MBA
Amherst College 1996 — 2000
BA
Harvard-Westlake School
Morgan Stanley April 2014 - Present
Accenture June 2013 - March 2014
Apple January 2013 - June 2013
Capital Reporting Company November 2012 - May 2013
American University August 2011 - May 2013
UBS Global Asset Management June 2012 - August 2012
Claro Trade Finance, LLC August 2011 - 2012
Pi Kappa Phi Fraternity: Theta Eta Chapter at American University November 2010 - December 2011
Wells Fargo May 2011 - August 2011
Public Financial Management December 2010 - May 2011
Skills
Analysis, Finance, Microsoft Excel, Business Analysis, Microsoft Office, Access, Management, Financial Analysis, Portfolio Management, Financial Modeling, Budgets, Business Development, Project Management, Investments, Sales, Economics, Salesforce.com, Valuation, Budgeting, Risk Assessment, Financial Planning, Client Development, Wealth Management
Education
American University - Kogod School of Business 2009 — 2013
BSBA, Finance and Information Systems Technology
Compass Group North America March 2015 - Present
Pivot Accounting January 2015 - February 2015
Northwestern Mutual December 2013 - January 2015
Wells Fargo July 2012 - December 2013
Skills
Sales, Customer Service, Data Analysis, Microsoft Excel, Microsoft Office, Leadership, Strategic Planning, Microsoft Word, PowerPoint, Financial Analysis, Quicken, Training, Public Speaking, Financial Planning, Research, Social Networking, Finance, Team Building, Social Media, Account Reconciliation, Bookkeeping, General Ledger, Data Entry, Budgeting, Risk Management, Investments, Mutual Funds, Brokerage, Analysis, Business Analysis, G/L Reconciliations, Balance Sheet, Payroll Processing, Financial Forecasting, Journal Entries, Business Administration, Accounting, Quantitative Data
Education
Clemson University
Bachelor of Science, Economics and Financial Management
Anderson University (SC)
Master of Business Administration, 4.0
Franklin Templeton Investments February 2010 - Present
Franklin Templeton Investments May 2003 - February 2010
HP April 1999 - May 2003
Wells Fargo December 1998 - April 1999
Compucom Technologies July 1997 - October 1998
Skills
Disaster Recovery, ITIL, Help Desk Support, Technical Support, Vendor Management, Service Delivery
Education
American River College 2000 — 2010
Business
NCE ( National Career Education ) 1996 — 1997
A+ MCP, Computer Hardware / Software & MCSE
Wells Fargo January 2000 - Present
Jeffrey & Mack August 1994 - December 1999
Bialson Bergen & Schwab September 1990 - June 1994
Skills
Real Estate, Mergers, Negotiation, Dispositions, Due Diligence, Leases, Real Estate Transactions, Disposition, Mergers & Acquisitions, Commercial Real Estate, Property, Real Estate Development, Asset Management, Corporate Law, Real Estate Economics, Brokerage
Education
Boston University School of Law 1986 — 1989
JD, law
American University 1981 — 1983
MA, International Development
San Diego State University-California State University
BA, Political Science
UASI - United Audit Systems, Inc. April 2015 - Present
UASI - United Audit Systems, Inc. April 2014 - April 2015
Robert Half International August 2012 - April 2014
Huntington National Bank September 2010 - August 2012
Wells Fargo December 2009 - September 2010
Skills
Series 6, Life Insurance, Health Insurance, Notary Public, Recruiting
Education
Anderson University 2008 — 2009
Master of Business Administration (M.B.A.)
Huntington College 2004 — 2008
Bachelor of Science (B.S.), Management minor Accounting and Economics
Wells Fargo August 2012 - August 2013
Medtronic May 2012 - October 2012
Amherst College September 2010 - May 2012
University of Minnesota June 2011 - August 2011
Wells Fargo May 2010 - August 2010
Speedway LLC June 2009 - January 2010
Skills
Research, Teaching, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, English, Public Speaking, Neuroscience, Molecular Biology, Customer Service, Data Analysis, Clinical Research, Statistics, SPSS, Leadership, Healthcare, Editing, Nonprofits
Education
Amherst College 2008 — 2012
Bachelor of Arts, Neuroscience
Citi January 2015 - Present
Citi December 2013 - Present
Wells Fargo June 2010 - December 2013
Alvarez & Marsal April 2007 - May 2010
US Treasury July 2004 - March 2007
US Treasury October 2003 - July 2004
Skills
OFAC, AML, Compliance, Fraud, BSA, KYC, Sanctions, Excel, CAMS, Correspondent Banking, Bank Secrecy Act, Word, PowerPoint, Investigation, Microsoft Excel, Analysis, Banking, Forensic Accounting, Sanction, Due Diligence, Financial Regulation, Finance, Financial Risk, Government, Microsoft Word, USA PATRIOT Act
Education
American University 2000 — 2004
BA, Economics
Tabor Academy 1997 — 1999
Wells Fargo January 2015 - Present
LTEInternational May 2009 - Present
Liberty University Online May 2007 - Present
Argo International February 2014 - December 2014
BD June 2013 - January 2014
USAA January 2013 - June 2013
Wells Fargo Financial September 2011 - June 2012
South Texas Blood & Tissue Center March 2010 - September 2011
USAA August 2007 - March 2010
Skills
Project Implementation, Supplier Management, Team Leadership, Organizational..., Strategic Planning, Budgeting, Strategy, Entrepreneurship, Project Planning, Business Development, Project Management, Leadership, Cross-functional Team..., Budgets, Supply Management, Process Improvement, Management, Vendor Management, SharePoint, Project Portfolio..., IT Management, Contract Negotiation
Education
Colorado Technical University 2006 — 2007
MS, Information Technology Management
American University 1985 — 1987
MS, Computer Science
Georgia Institute of Technology 1980 — 1983
BS, Computer Science
Georgia Institute of Technology 1980 — 1983
BS, Computer Science
Deerfield Academy 1973 — 1976
E*TRADE Financial Corporation March 2015 - Present
E*TRADE Financial February 2013 - Present
Brokers International Financial Services, LLC November 2010 - January 2013
Owen Financial Services July 2007 - January 2013
Mutual of Omaha February 2010 - October 2010
Wells Fargo August 2008 - January 2010
Wells Fargo Investments August 2008 - January 2010
Wells Fargo Financial July 2007 - July 2008
Enterprise Rent a Car July 2003 - June 2007
NOAA Fisheries OLE January 2002 - May 2002
Skills
Strategic Financial..., Wealth Management, Investments, Insurance, Retirement Planning, Financial Services, Series 7, Public Speaking, Relationship Management, Estate Planning, Recruiting, Sales, Training, Registered Investment..., Retirement, Financial Analysis, Fixed Annuities, Indexed Annuities, Life Insurance, Securities, Mutual Funds, Strategic Planning, Series 66, Wealth Planner, Wealth Advisor
Education
American University
Bachelor’s Degree, Communications, Economics
Palo Alto High School
Community Relations Service May 2015 - Present
Bank of America July 2014 - May 2015
U.S. Department of Justice January 2014 - June 2014
Search for Common Ground June 2013 - August 2013
International Peace and Security Institute September 2012 - December 2012
Wells Fargo November 2011 - September 2012
Charlotte International Cabinet August 2011 - December 2011
UNC Charlotte August 2010 - May 2011
The LeaderShape Institute 2011 - 2011
UNC Charlotte August 2008 - May 2010
Skills
Conflict Mediation, Workshop Facilitation, Problem Solving, Public Speaking, Social Media, Event Planning, Group Work, Fundraising, Critical Thinking, Collaborative Leadership, Project Planning, Customer Service, Community Outreach, Management
Education
American University 2012 — 2014
Master's degree, International Peace and Conflict Resolution
UNC Charlotte 2007 — 2011
Bachelor's degree, Political Science
National Gay & Lesbian Chamber of Commerce (NGLCC) May 2015 - August 2015
Wells Fargo July 2013 - May 2015
American University August 2011 - May 2012
Nashville Shores May 2010 - August 2011
Skills
CRM, Event Management, Supplier Diversity, Procurement, Sales, Customer Service, Microsoft Office, Microsoft Excel, Research
Education
American University 2011 — 2015
Political Science and Business Administration
Wells Fargo September 2011 - Present
Comerica Bank April 2010 - September 2011
Comerica Bank February 2005 - May 2010
Bank of America May 2003 - February 2005
Connaissance Consulting 2000 - 2001
Skills
Finance, Mergers, Banking, Credit Analysis, CRM, Business Development, Portfolio Management, Investments, Commercial Banking, Cross-border, Credit, Financial Analysis, Mergers & Acquisitions, Corporate Finance, Loans, Treasury Management
Education
American University - Kogod School of Business 2001 — 2003
MBA
Ohio Wesleyan University 1996 — 2000
BA
Dynamic Capital August 2006 - Present
Wells Fargo October 2004 - July 2006
Education
American University 1974 — 1977
Wells Fargo July 2012 - Present
McGuireWoods January 2011 - July 2012
Kass Mitek & Kass, PLLC November 2007 - July 2010
Kass, Mitek & Kass May 2006 - November 2007
Skills
Westlaw, Mediation, Litigation, Legal Writing, Courts, Civil Litigation, Legal Research, Intellectual Property, Corporate Law, Commercial Litigation
Education
American University, Washington College of Law 2004 — 2007
J.D.
University of Maryland College Park 1998 — 2002
BA, English
Delta Air Lines March 2013 - Present
Delta Air Lines May 2012 - March 2013
Delta Air Lines March 2011 - April 2012
Cox Enterprises July 2010 - December 2010
Verizon Wireless August 2009 - June 2010
SunTrust Bank October 2008 - December 2008
Delta Technology September 2007 - September 2008
SunTrust Bank January 2007 - August 2007
Wells Fargo January 2005 - November 2006
ICICI Bank January 2003 - August 2003
Skills
Business Requirements, Data Analysis, Interviews, SDLC, Time Management, Management, Quality Center, Business Analysis, Data Warehousing, Project Management, Enterprise Software, Project Planning, Mobile Applications, Vendor Management, Process Improvement, PMO, CRM, Business Process..., Software Project..., Visio, SQL, Requirements Analysis, Business Intelligence, Requirements Gathering, Mobile Devices, PMP, SharePoint, Resource Management, Integration, MS Project, Business Process, User Acceptance Testing, Agile Methodologies, Quality Assurance
Education
University of East London 2003 — 2005
MBA, International Management
Amity Business School 2002 — 2003
MBA, International Business
Panjab University 2000 — 2002
BCom, Commerce
St Stephen's School, Chandigarh 1995 — 1997
Wells Fargo June 2014 - Present
Wells Fargo Capital Finance June 2011 - June 2014
NFL Network September 2013 - Present
Wells Fargo Capital Finance October 2009 - June 2011
Wells Fargo Foothill November 2007 - December 2009
Wells Fargo Foothill May 2007 - October 2007
Wells Fargo Foothill August 2005 - May 2007
Yahoo! May 2004 - March 2005
Americans for Tax Reform 2004 - 2004
Merrill Lynch 2003 - 2003
Skills
Financial Modeling, Financial Analysis, Asset Based Lending, Valuation, Investments, Credit, Capital Markets, Underwriting, Asset Managment, Loans, Corporate Finance, Banking, Portfolio Management, Credit Analysis, Mergers, Finance, Treasury Management, Commercial Lending, Investment Banking, Risk Management, Credit Risk, Hedge Funds, Private Equity, Loan Origination, Cash Management, Mergers & Acquisitions, Commercial Banking, Equities, LBO, Mutual Funds, Middle Market, Asset Management, Fixed Income
Education
Occidental College 2001 — 2005
Bachelor of Arts, Economics
American University 2004 — 2004
Flintridge Prep
Wells Fargo Bank July 2010 - Present
Wells Fargo July 2008 - June 2010
The Mortgage Port August 1998 - June 2008
National Home Loan Corporation January 1997 - July 1998
Mercantile Bank (FKA Pointe Bank) November 1987 - December 1996
Skills
Project Management, Team Building, Customer Experience..., New Business Development, Strategic Planning, Consultative Selling..., Team Leadership, Resource Allocation, Foreclosures, Investment Properties, Loans, Mortgage Lending, Recruiting, Real Estate, Cash Flow
Education
Nova Southeastern University
MBA, Financial Services Management
American University - Kogod School of Business
BSBA, Finance, General
Classical High School
HS
Wells Fargo Bank January 2006 - Present
Wells Fargo June 2002 - December 2005
PNC Real Estate Finance Services November 1992 - January 2002
Education
American University 1988 — 1992
Meet at Park March 2013 - Present
Wells Fargo June 2008 - Present
Wachovia September 2001 - May 2008
Yash Technologies 1999 - 2001
Skills
Requirements Analysis, SDLC, Software Project..., Agile Methodologies, Java, SOA, Cloud Computing, Software Development, Business Analysis, Solution Architecture, PMP, Enterprise Architecture, Data Warehousing, Business Intelligence, Unix, Oracle
Education
Amravati University 1984 — 1988
Bachelor of Engineering (B.E.), Electronics and Power
Shivaji Science College
Blue Cross Blue Shield of Minnesota January 2010 - Present
Blue Cross Blue Shield of Mn 2009 - Present
Tek Systems April 2008 - April 2009
Tek Systems March 2006 - 2008
Blue Cross Blue Shield of Minnesota 2006 - 2008
Wells Fargo 1996 - 2005
Caterpillar June 1990 - May 1996
Skills
IT Service Management, SDLC, Vendor Management, PMO, Software Project..., Business Analysis, Project Portfolio..., PMP, Requirements Gathering, Quality Assurance, Cross-functional Team..., Project Management, Management, Outsourcing, Enterprise Architecture, Resource Management, ITIL, SharePoint, Business Process..., IT Operations, Business Requirements, Process Engineering, Project Delivery, Business Intelligence, Change Management, System Deployment, IT Strategy, Business Process, Solution Architecture, Agile Methodologies, Software Documentation, MS Project, Information Technology, IT Management, Data Warehousing, Integration, Leadership, Systems Analysis, Disaster Recovery, Infrastructure, Governance, Analytics, Business Architecture, User Acceptance Testing, Business Process Design, Software Development, Data Integration, Risk Management, Data Modeling, PMI
Education
University of Wisconsin-Madison 1988 — 1990
BBA, Information Systems Analysis & Design, Management
University of Wisconsin-Madison 1988 — 1990
BBA, Informations Systems, Management
American University 1986 — 1987
CLEG
Wells Fargo April 2013 - Present
Wells Fargo Bank January 2008 - Present
Wachovia Bank May 2005 - December 2007
Wachovia Bank November 2001 - May 2005
Wachovia Bank February 2000 - November 2001
Vialogix June 1999 - February 2000
ACS Desktop Solutions May 1997 - April 1999
Embassy of South Korea October 1996 - May 1997
U.S. Representative Sue Myrick January 1995 - October 1996
Skills
Vendor Management, Banking, Financial Services, Business Analysis, Relationship Management, Process Improvement, Program Management, Risk Management, Portfolio Management, Project Management, Strategic Planning, SDLC, E-commerce, Mergers, Analytics, Market Data, Management, Product Management, Integration, Software Documentation, Mergers & Acquisitions, PMP, Executive Management, Quality Assurance, Team Building, Finance, Cross-functional Team..., Strategy, Business Requirements, Business Process..., Project Portfolio..., Analysis, Leadership, IT Strategy, Telecommunications, Business Intelligence, PMO, Change Management, Outsourcing, Business Process, Governance, Requirements Gathering
Education
University of North Carolina at Charlotte - Belk College of Business 2003 — 2007
MBA
American University 1991 — 1993
MA, International Affairs
University of North Carolina at Chapel Hill 1987 — 1991
BA, Political Science and International Studies
Wells Fargo October 2004 - October 2014
Osterweis Capital Management June 2000 - October 2004
Charles Schwab Investment Management 1999 - 2000
Dresdner RCM Global Investors 1992 - 1999
Equitable Capital Management 1989 - 1992
Fried Frank 1986 - 1989
Education
American University
Bachelor's Degree
SunTrust Bank December 2011 - Present
SunTrust Bank April 2010 - December 2011
Visa April 2008 - March 2009
Wells Fargo 2007 - 2008
GE Capital January 2004 - April 2007
GE Capital August 2000 - December 2003
Skills
Business Analysis, Change Management, Project Management, Strategic Communications, Train the Trainer..., PMP, Workshop Facilitation, Leadership Trainer, Analysis, Training, CRM, Leadership, Recruiting, Project Planning, Six Sigma, Budgets, Software Documentation, Forecasting, Cross-functional Team...
Education
Amity Business School 1999 — 2001
MBA, Marketing
Delhi University 1996 — 1999
Bachelor of Sciences, Botany, Zoology, Chemistry
WD, a Western Digital company January 2014 - Present
Wells Fargo February 2013 - September 2013
LexisNexis November 2011 - January 2013
Wells Fargo May 2010 - September 2011
GottaPark March 2009 - March 2010
Oracle Corporation June 2008 - August 2008
Skills
Flash, Dreamweaver, Information Architecture, Usability Testing, Wireframes, JavaScript, Storyboarding, User Research, Interaction Design, Usability, Heuristic Evaluation, User-centered Design, User Experience, Persona, Axure, User Interface
Education
San Jose State University 2007 — 2009
Masters in Human Factors Engineering
Amravati University 2001 — 2005
B.E, Information Technology
Wells Fargo February 2013 - Present
Cardinal Innovations Healthcare Solutions May 2012 - July 2012
Bank of America August 2006 - February 2012
City of Charlotte July 2004 - August 2006
Charlotte Housing Authority July 2000 - July 2004
Skills
Legal Research, Corporate Law, Commercial Real Estate, Real Estate Transactions, Real Estate, Contract Negotiation, Affordable Housing, Construction, Subdivisions, Legal Writing, Zoning, Property, Property Management, Housing Finance, Housing Development, Municipal Law, Housing Management, Administrative Law, Employment Law, Legal Compliance, Due Diligence, Civil Litigation
Education
Temple University - James E. Beasley School of Law 1980 — 1983
JD, Law
American University 1977 — 1980
BS, Asministration of Justice
Wells Fargo March 2014 - Present
Merrill Lynch May 2005 - February 2014
JPMorgan Chase 2001 - 2005
Wachovia Bank 1995 - 2001
Skills
Portfolio Management, Credit Cards, Credit, Banking, Vendor Management, Investments, Risk Management, Capital Markets, Retail Banking, Commercial Lending, Credit Risk, Wealth Management, Derivatives, Commercial Banking, Private Banking, Credit Analysis, Mortgage Lending, Loans, Asset Managment, Cash Management, Management Consulting, Market Risk, Equities, Valuation, Securities, Treasury Management, Relationship Management, Series 63, Asset Management, Financial Modeling, Financial Services, Mutual Funds, Series 7, Investment Banking, Fixed Income, Financial Advisory
Education
American University 1991 — 1993
MBA
Washington University in St. Louis 1987 — 1991
BS, Electrical Engineering
Wells Fargo June 2013 - Present
US Medical Equipments January 2013 - May 2013
H2Kinfosys September 2011 - December 2012
Nexiea Technologies January 2006 - December 2007
Skills
Microsoft SQL Server
Education
Amravati University 2000 — 2004
B.E, Electrical Engg (Electronics & Power Systems )
MET
Wells Fargo June 2005 - Present
Education
American University
University of Notre Dame
BNYMellon November 2011 - Present
Wells Fargo August 2009 - November 2011
Rockefeller & Co., Inc. November 2007 - March 2009
US Trust March 1996 - March 2006
Citibank 1985 - 1992
Skills
Wealth Management, Alternative Investments, Asset Allocation, Estate Planning, Private Banking, Investment Management, Wealth, Wealth Management..., Series 7, Leadership, Investments, Program Management, Portfolio Management, Management, Asset Managment, Asset Management, Banking
Education
American University - Kogod School of Business 1981 — 1984
MBA, Finance
Auburn University 1978 — 1981
BS, International Business
Consultant January 2012 - Present
Duke Energy Corporation 2014 - 2015
Duke Energy Corporation 2014 - 2015
Duke Energy Corporation 2014 - 2015
Wells Fargo July 2009 - January 2013
Wachovia Corporation, A Wells Fargo Company January 2007 - July 2009
Wachovia September 2003 - December 2006
Skills
Training, Needs Analysis, Instructional Design, Performance Management, Blended Learning, Employee Relations, Employee Training, Learning Management, E-Learning, Recruiting, Leadership, Onboarding, Human Resources, Project Management, Organizational..., Team Leadership, Organizational..., Workshop Facilitation, Career Development, Strategic Planning, Succession Planning, Management, Strategy, Staff Development, Personnel Management, Leadership Development, Training Delivery
Education
Pfeiffer University 2003 — 2005
Master's Degree, Organizational Change and Leadership
Anderson University (SC) 1994 — 1997
Bachelor's Degree, Psychology
Advance America October 2014 - Present
Wells Fargo October 2013 - August 2014
Belk April 2013 - October 2013
Wells Fargo July 2012 - April 2013
Ally Financial Inc. January 2011 - June 2012
Wells Fargo June 2009 - December 2010
Bank of America September 1999 - March 2009
Skills
Troubleshooting, Quality Center, Testing, Automation, XML, Business Analysis, Problem Solving, VBScript, HTML, Unix, Test Planning, Software Documentation, SDLC, Regression Testing, Test Cases, User Acceptance Testing, Visual Basic, Manual Testing, Quality Assurance, Test Automation, Defect Tracking, SOA, Software Quality..., HP Quality Center, HP QTP
Education
American Sentinel University 2009 — 2012
BS, Computer Sciences
NAVEX Global November 2011 - Present
Bank of America July 2011 - November 2011
Wells Fargo July 2010 - July 2011
South Carolina Department of Corrections March 2008 - July 2010
Sapient October 2006 - April 2007
iGATE Global Solutions May 2005 - October 2006
Skills
Hibernate, Tomcat, Ant, JUnit, EJB, Struts, JSP, Weblogic, Servlets, Maven, Eclipse, JMS, SOAP, JDBC, SOA, XML, UML, XSLT, AJAX, Subversion, Agile Methodologies
Education
Amravati University 1999 — 2003
B.Tech, Computer Sc.
Wells Fargo April 2014 - Present
Capital One April 2011 - April 2014
Black Rooster LLC 2004 - 2011
Women's Business Enterprise National Council 1999 - 2004
Skills
Cash Management, Commercial Banking, Small Business Lending, Treasury Management, Commercial Lending, Credit, Credit Analysis, Banking, Consumer Lending, Mortgage Lending, Financial Services, Loans, Mortgage Banking, Portfolio Management, Cross Selling, Retail Banking, Underwriting
Education
American University 1997 — 1999
Master's degree, Public Communication
University of North Carolina at Wilmington 1993 — 1997
Bachelor's degree, Communication and Media Studies
HUB International September 2014 - Present
Restaurant Programs of America May 2014 - September 2014
Wells Fargo December 2004 - May 2014
Marsh 1998 - 2004
Johnson & Higgins 1989 - 1998
Skills
Leadership
Education
Boston University 1988 — 1989
MSBA, Business
American University 1982 — 1986
BA, International Studies, Economic
Indian Hills High School
Santa Clara Valley Medical Center April 2010 - Present
CALSTAR June 2012 - June 2013
Kaiser Permanente January 2008 - October 2012
Wells Fargo April 2003 - June 2006
KPMG January 2001 - April 2003
Skills
Critical Care, Epic Systems, Healthcare, Emergency Nursing, Project Management, Financial Services, Marketing Communications
Education
University of San Francisco
Master of Nursing (MSN)
American University
Juris Doctor (JD)
The College of William and Mary
Bachelor of Science (BS)
Virginia Commonwealth University
Master of Business Administration (MBA)
Wells Fargo September 2009 - Present
Montgomery Village Foundation First African American December 2004 - Present
Prudential Financial, Adecco Staffing Contractor July 2008 - January 2009
Library of Congress November 1992 - July 2008
Dollar Drive, February 2003 - July 2007
Montgomery Village Foundation February 2003 - October 2006
Kennedy Townsend for Governor Campaign January 2003 - January 2003
Booz, Allen,and Hamilton May 1989 - April 1992
IBM January 1987 - January 1989
T. Rowe Price, Mutual Funds January 1986 - January 1987
Education
University of Maryland
Bachelor of Arts, Liberal Arts
American University
Master of Public Administration, Human Resources Major
Wells Fargo, Burns 1994 - Present
Wells Fargo 1994 - Present
Allied Security 1986 - Present
Blue Cross Blue Shield of Florida August 2001 - September 2008
Convergy Systems October 2000 - August 2001
Wells Fargo Guard Services 1994 - 1997
Education
Tucson College 1996 — 1997
Certificate Technical Services, Information/Network Technologies
American University 1986 — 1988
Bachelor of Arts, Justice
Valley Forge Military Academy & College 1984 — 1986
Associate of Arts, Criminal Justice
Wells Fargo November 2011 - Present
Cablevision January 2011 - November 2011
Bank of America May 2007 - March 2010
Bank of America April 2008 - July 2008
The American University Eagle May 2006 - May 2007
American University August 2005 - May 2007
Skills
Adobe Acrobat, CRM, AutoCAD, PowerPoint, Microsoft Excel, Microsoft Word, InDesign, Photoshop, Call Center, Customer Service, Facebook, Social Media, Corporate Communications, MBA, Marketing Communications, Management, Call Centers, Social Networking, Event Planning, Sales, Risk Management, Public Relations, Blogging, Recruiting, Program Management, Editing, Microsoft Office, Leadership, Budgets, Social Media Marketing, Press Releases, Customer Retention, Fundraising, Training, Research, Analysis, Event Management, Public Speaking, Strategic Planning, Time Management, Media Relations, Outlook, Marketing, Data Analysis, Community Outreach, Marketing Strategy, Strategic Communications, Online Marketing, Nonprofits, Spanish
Education
Fairleigh Dickinson University-Florham Campus 2008 — 2010
Masters of Business Administration, Corporate Communication
American University 2004 — 2007
Bachelor of Arts, Public Communication
Wells Fargo 2013 - 2014
Newton Commercial Group 2010 - 2012
US Bank 2007 - 2010
SunTrust Bank 2005 - 2007
TD 2000 - 2004
FIS 1998 - 2000
SunTrust Bank 1991 - 1998
Education
University of South Florida
BA, Business - Economics
American University
Summer Semester
Wells Fargo May 1999 - Present
Bank of America 1997 - 1999
Fannie Mae 1987 - 1997
Fannie Mae 1983 - 1987
Mortgage Bankers Association 1979 - 1983
Skills
Financial Risk, Risk Management, Credit Risk, Mortgage Servicing, Loss Mitigation, Mortgage Banking, Mortgage Lending, Underwriting, Loans, Credit, Capital Markets, Banking
Education
George Mason University 1982 — 1985
MA, Economics
American University 1976 — 1978
BA, Int'l Relations
EagleBank April 2010 - Present
Wells Fargo December 2008 - April 2010
Wachovia Bank September 2002 - December 2008
Skills
Commerical Real Estate..., Commercial Lending, Banking
Education
American University 1984 — 1988
Master's degree, Real Estate and Urban Planning
Randolph-Macon College 1974 — 1978
Bachelor of Arts (B.A.), History
Protiviti August 2014 - Present
Apne Aap Women Worldwide August 2011 - February 2012
Wells Fargo June 2007 - July 2011
Skills
Credit Risk, Credit Analysis, Commercial Banking, Banking, Economics, Stata, Financial Modeling, Financial Accounting, Financial Analysis, Finance, Relationship Management, Risk Management, Underwriting, Commercial Lending, Loans, Middle Market, Portfolio Management
Education
American University 2012 — 2014
Master's Degree, Economics
SunTrust Bank May 2011 - Present
Wells Fargo August 2009 - Present
Wachovia August 2001 - July 2009
First Union National Bank July 2000 - July 2001
First Union August 1996 - June 2000
Skills
Banking, Team Building, Talent Management, Retail Banking, Strategic Partnerships, Coaching, Sales Process, Consulting, Credit, Loans, Mortgage Lending
Education
American University 1992 — 1996
Bachelor of Science, Business, Management, Marketing, and Related Support Services
Moscow State University 1994 — 1994
Study Abroad, Russian
Wells Fargo April 2015 - Present
Wells Fargo March 2012 - Present
Wells Fargo August 2006 - January 2010
Wells Fargo August 2004 - August 2006
Pacific Western Realty & Development January 2003 - April 2003
Skills
Banking, Outlook, Customer Service, Microsoft Excel, Administrative..., Access, Data Entry, Microsoft Office, PowerPoint, Microsoft Word, Lotus Notes, Visio, Spreadsheets, Financial Analysis
Education
American University - Kogod School of Business 2000 — 2003
BSBA, Business Admin., Finance, Economics
Wells Fargo November 2014 - Present
Barclays Capital March 2004 - October 2014
Barclays Investment Bank March 2004 - October 2014
UBS Investment Bank January 1997 - March 2004
Federal Reserve Bank of New York September 1991 - January 1997
Lex Service Inc January 1987 - July 1991
Chicago Pneumatic 1984 - 1987
The Economist 1983 - 1984
Business International/EIU 1983 - 1984
Skills
Capital Markets, Securities, AML, Risk Management, Fixed Income, Investment Banking, Derivatives
Education
American University 1979 — 1980
MAIA, International Business
University at Albany, SUNY 1975 — 1979
BA, History, Spanish
East West Bank August 2012 - Present
State Street October 2009 - July 2012
MAP Alternative Asset Management Company, LLC October 2007 - September 2009
Wells Fargo June 2000 - August 2007
Bank One July 1996 - May 2000
Skills
Fixed Income, Bloomberg, Bonds, Derivatives, Financial Modeling, Financial Analysis, Trading Systems, Options, Foreign Exchange, Finance, Commodity, Strategic Planning, Bloomberg Terminal, Interest Rate..., RFP, Accounting, Commodity Markets, Strategy, Business Development, Capital Markets, Equities, Trading, Portfolio Management, Hedge Funds, Alternative Investments, Swaps
Education
Northeastern University 2004 — 2006
Master of Business Administration (MBA), Accounting and Finance
American University 1987 — 1991
BA, Economics
KPMG US July 2015 - Present
KPMG US August 2013 - July 2015
Appalachian State University August 2012 - June 2013
Capin Crouse LLP June 2012 - August 2012
Enactus August 2010 - May 2012
Anderson University (SC) January 2009 - May 2012
Wells Fargo May 2011 - August 2011
Anderson University April 2010 - May 2011
Skills
Leadership, Time Management, Analytical Skills, Financial Audits, Accounting, Auditing, Teamwork, Accounts Receivable, Accounts Payable, Account Reconciliation, Financial Analysis, Microsoft Office, Budgets, Customer Service, Data Analysis, Public Speaking, Higher Education, Financial Statements
Education
Appalachian State University 2012 — 2013
Master of Science (M.S.), Accounting
Anderson University 2008 — 2012
Bachelor of Science (B.S.), Accounting, Financial Economics
Wells Fargo May 2014 - Present
Management Leadership for Tomorrow June 2013 - Present
Center for Diversity & Inclusion, American University May 2013 - Present
Compass December 2011 - May 2013
The Housing Authority of New Orleans, HUD May 2010 - August 2012
Green America August 2011 - December 2011
Skills
Public Speaking, Microsoft Office, Microsoft Excel, Facebook, Social Media, Non-profits, Community Outreach, Event Planning, Leadership, Social Entrepreneurship, PowerPoint, Entrepreneurship, Leadership Development, Social Networking, Teamwork
Education
American University 2011 — 2015
Bachelor of Science In Finance (BSF), Investments, Corporate Governance
SKEMA Business School 2014 — 2014
Study Abroad: International Business, Organizational Behavior
Wells Fargo June 2010 - Present
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Bilingual-English/Spanis..., Administrative Work, Customer Satisfaction, Customer Retention, Long-term Customer..., Customer Oriented, Medical Terminology, Vital Signs, Sales, Medical Assisting, Medical Records, System Administration, Teamwork, Telephone Skills, Administrative..., Data Entry, Cpr Certified, Appointment Scheduling, EKG, Phlebotomy, First Aid, Medisoft, Loss Mitigation, Home Equity Lines of...
Education
Hesser College 2010 — 2010
Medical Assistant Diploma, Medical/Clinical Assistant, 3.9
American University of Puerto Rico 2000 — 2007
Business Administration - Marketing
Dignity Health November 2011 - Present
Wells Fargo June 2006 - November 2011
Rural/Metro Corporation October 2003 - June 2006
Perot Systems (contract position at Catholic HealthCare West) July 2003 - October 2003
FedEx Freight December 1999 - July 2003
Skills
Software Documentation, HIPAA, Healthcare, HIPPA TCS, SDLC, SharePoint, Visio, EDI, Data Analysis, XML, Microsoft Office, Requirements Analysis, Process Improvement, Business Requirements, ANSI X12, Requirements Gathering, Testing, Business Analysis, Databases, Unix, System Administration, Oracle, Program Management, Quality Assurance, Troubleshooting, Access, Microsoft Excel, Business Intelligence, Project Management, SQL, Test Planning, Claredi
Education
American Sentinel University, Denver 2004 — 2006
Bachelor of Science (BS), Management Information Systems, General
Rush Henrietta High School 1969 — 1971
Graduated with Honors
Mesa Community College
Associate's degree, Management
Mesa Community College
Associate's degree, Data Processing
Bank of America October 2012 - Present
Wells Fargo December 2010 - October 2012
Wells Fargo February 2010 - December 2010
Wachovia Bank August 2007 - February 2010
Banco de Credito del Peru 1999 - 2004
Skills
Financial Analysis, Management, Strategy, Finance, Business Strategy, Banking, Portfolio Management, Corporate Finance, Financial Modeling, Analysis
Education
American University 2005 — 2006
MBA, Finance and Accounting Concentration
Florida International University 1994 — 1998
Bachelor of Business Administration (BBA), Finance
Comcast May 2011 - Present
Wells Fargo June 2010 - May 2011
AT&T (Pacific Bell/SBC) March 1999 - December 2009
Education
American River College 2010 — 2013
Presently Studying, Psychology
Kareo June 2014 - Present
CastLight Health Inc. USA March 2012 - June 2014
Wells Fargo January 2011 - February 2012
Persistent Systems October 2006 - December 2010
Tech Mahindra July 2006 - October 2006
XECOM Information Technologies Pvt Ltd June 2005 - June 2006
Skills
QA Engineering, Test Planning, Testing, Regression Testing, Test Cases, Quality Assurance, Functional Testing, Test Strategy, Performance Testing, Defect Tracking, Test Execution, PL/SQL, JMeter, Databases, Scripting, Test Automation, Manual Testing, QTP, Software Quality..., Quality Center
Education
Amravati University 1999 — 2003
Bachelor of Engineering (BE), Computer Science
US Bank August 2015 - Present
Hyatt Place February 2015 - Present
Voya Financial February 2015 - Present
Prime Therapeutics December 2014 - December 2014
Wells Fargo November 2013 - November 2014
Rels Valuation 2013 - 2013
Allina and Fairview University Medical Center January 2000 - February 2012
Skills
Ruby, Ruby on Rails, C++, JavaScript, Git, E-commerce, E-commerce SEO, Product Management, Product Development, Brand Development, Start-up Ventures, Training, Behavioral Science, Internet Marketing, Digital Marketing, Behavioral Targeting, Market Research, Marketing Strategy, Cognitive Science, Cognitive Assessment, Cognitive Neuroscience, Agile Application..., Agile Project Management, Mortgage Servicing, Business Analysis, Java, Java Web Development
Education
University of St. Thomas
Master of Arts (M.A.), School of Education
University of Grenoble, France
French Studies
Center for Cross-Cultural Study (CCCS) - Spain Division
Spanish and Iberian Studies
U.S.- Asia Institute, Washington, DC
US - China Business and Cultural Relations
American University
Bachelor of Arts (B.A.), International Relations and Affairs, School of International Service
Wells Fargo September 2015 - Present
Deloitte May 2014 - September 2015
Freddie Mac March 2013 - May 2014
Freddie Mac October 2010 - February 2013
Freddie Mac April 2009 - September 2010
Gene H Levick and Company, CPA August 2008 - March 2009
IKEA Group November 2007 - August 2008
Skills
Risk Analysis, SAS programming, Microsoft Excel, Financial Analysis, Big Data, Actuarial Exams, Unix, Microsoft Word, SQL, Financial Modeling, Residential Mortgages, Mortgage Lending, Mortgage Banking, Corporate Finance, Analysis, Risk Management
Education
American University 2012 — 2013
Master of Science (M.S.), Finance, General, 3.93
Penn State University 2002 — 2006
Bachelor of Science (B.S.), Actuarial Science, 3.56
US BANK October 2010 - February 2014
Self-employed 2006 - 2014
Wells Fargo January 2009 - May 2010
Education
American Samoa Community College 2004 — 2006
Criminal Justice/Safety Studies
FAASAO-MARIST COLLEGE PREP 2000 — 2004
CODE Plus, Inc. July 2014 - Present
Bank Audi sal 2010 - 2014
Wells Fargo February 2009 - June 2009
Education
American University of Beirut 2003 — 2006
Bachelor of Business Administration (BBA), Finance, General
PGN Homes, LLC 2015 - 2015
Chase August 2012 - September 2014
Conn's 2011 - 2012
Wells Fargo 2007 - 2011
GreenTree 1999 - 2007
Skills
Loans, Banking, Credit Analysis, Financial Services, Mortgage Lending, Credit, Mortgage Banking, Loan Origination, Portfolio Management, Finance, Risk Management, Leadership, Business Analysis, Process Improvement, Customer Service
Education
American University 1979 — 1980
Political Science and Government
Westminster College (PA) 1977 — 1980
BS, Political Science and Government
Wells Fargo June 2014 - Present
MTC Federal Credit Union April 2007 - July 2013
Greenville Federal Credit Un February 2005 - April 2007
Regions Financial Corporation August 2003 - February 2005
Education
Anderson University (SC) 1994 — 1997
Bachelor's, International Business