Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
Employee
Years
Job
Industry
Jamie Pfau Jamie Pfau's Wells Fargo Experience February 2013 - July 2013
Job Personal Banker/Consumer Lender at TruStone Financial
Industry Financial Services
Experience
TruStone Financial April 2014 - Present
Wells Fargo February 2013 - July 2013
Banner Creations, Inc. July 2011 - January 2013
Wells Fargo Home Mortgage July 2010 - July 2011
The Bulldog Restaurant October 2008 - May 2010
Lil' Orbits, Inc. February 2004 - October 2008
Golf Galaxy June 2003 - August 2004
Golf Galaxy June 2002 - August 2004
Golf Galaxy June 2002 - August 2003
Jerneen MIcro Medical Technologies January 1999 - January 2001
Skills
Inventory Management, Management, Merchandising, Team Building, Leadership, Customer Service, Sales, Training, Account Management, Marketing, Direct Sales, Customer Satisfaction, Event Planning, Event Management, Loans, Finance, Credit
Education
DePaul University 1996 — 1999
Sociology
TruStone Financial April 2014 - Present
Wells Fargo February 2013 - July 2013
Banner Creations, Inc. July 2011 - January 2013
Wells Fargo Home Mortgage July 2010 - July 2011
The Bulldog Restaurant October 2008 - May 2010
Lil' Orbits, Inc. February 2004 - October 2008
Golf Galaxy June 2003 - August 2004
Golf Galaxy June 2002 - August 2004
Golf Galaxy June 2002 - August 2003
Jerneen MIcro Medical Technologies January 1999 - January 2001
Skills
Inventory Management, Management, Merchandising, Team Building, Leadership, Customer Service, Sales, Training, Account Management, Marketing, Direct Sales, Customer Satisfaction, Event Planning, Event Management, Loans, Finance, Credit
Education
DePaul University 1996 — 1999
Sociology
Allison Pittman Allison Pittman's Wells Fargo Experience May 2006 - June 2011
Job Change Management
Industry Human Resources
Experience
The PrivateBank October 2014 - Present
DePaul University September 2014 - Present
Bank of America April 2013 - September 2014
Bank of America Home Loans June 2011 - April 2013
Wells Fargo May 2006 - June 2011
Skills
Problem Solving, Program Management, Organizational..., Strategic Communications, Auditing, Human Resources, Business Process, Government, Policy, Leadership Development, Budgets, Research, Management, Analysis, Leadership, Software Documentation, Training
Education
DePaul University 2014 — 2017
Master’s Degree, Change Management
Tuskegee University 2002 — 2006
Bachelor's of Science, Accounting
The PrivateBank October 2014 - Present
DePaul University September 2014 - Present
Bank of America April 2013 - September 2014
Bank of America Home Loans June 2011 - April 2013
Wells Fargo May 2006 - June 2011
Skills
Problem Solving, Program Management, Organizational..., Strategic Communications, Auditing, Human Resources, Business Process, Government, Policy, Leadership Development, Budgets, Research, Management, Analysis, Leadership, Software Documentation, Training
Education
DePaul University 2014 — 2017
Master’s Degree, Change Management
Tuskegee University 2002 — 2006
Bachelor's of Science, Accounting
Danielle Araiza Danielle Araiza's Wells Fargo Experience April 2007 - January 2010
Job Leasing Associate
Industry Real Estate
Experience
Resource Residential July 2015 - Present
Diversey Health Center April 2015 - June 2015
DePaul University December 2013 - June 2015
Macy's August 2012 - June 2015
DePaul SACNAS Chapter March 2012 - June 2014
Step It Up With Steph May 2013 - December 2013
JPMorgan Chase January 2010 - August 2011
Wells Fargo April 2007 - January 2010
Compass Bank September 2005 - April 2007
Skills
Investments, Bloomberg Terminal, Salesforce.com, Financial Analysis, Microsoft Excel, Oral & Written..., Sales Process, Business Analysis, Outstanding..., Relationship Management, Long-term Customer..., Collaboration, Collaborative Problem..., Collaborative Leadership, Creativity Skills, Superior Work Ethic, Goal Oriented, Adaptability, Multicultural..., Customer Service, Leadership, Management, Sales, PowerPoint, Microsoft Office, Social Networking, Microsoft Word, Event Planning, ImageJ, Field Research, Statistics, Marine Biology, Aquatic Ecology, Research, Communication, Public Speaking
Education
DePaul University 2012 — 2015
Bachelor's Degree, Health Sciences: General Bioscience; Minor: Biological Sciences
Houston Community College
Associate’s Degree, General Sciences
Resource Residential July 2015 - Present
Diversey Health Center April 2015 - June 2015
DePaul University December 2013 - June 2015
Macy's August 2012 - June 2015
DePaul SACNAS Chapter March 2012 - June 2014
Step It Up With Steph May 2013 - December 2013
JPMorgan Chase January 2010 - August 2011
Wells Fargo April 2007 - January 2010
Compass Bank September 2005 - April 2007
Skills
Investments, Bloomberg Terminal, Salesforce.com, Financial Analysis, Microsoft Excel, Oral & Written..., Sales Process, Business Analysis, Outstanding..., Relationship Management, Long-term Customer..., Collaboration, Collaborative Problem..., Collaborative Leadership, Creativity Skills, Superior Work Ethic, Goal Oriented, Adaptability, Multicultural..., Customer Service, Leadership, Management, Sales, PowerPoint, Microsoft Office, Social Networking, Microsoft Word, Event Planning, ImageJ, Field Research, Statistics, Marine Biology, Aquatic Ecology, Research, Communication, Public Speaking
Education
DePaul University 2012 — 2015
Bachelor's Degree, Health Sciences: General Bioscience; Minor: Biological Sciences
Houston Community College
Associate’s Degree, General Sciences
Sara (Bibb) Evans Sara (Bibb) Evans's Wells Fargo Experience November 2009 - October 2010
Job Grader and Teaching Assistant at Denver Seminary
Industry Higher Education
Experience
Denver Seminary January 2015 - Present
Gathered Social Media June 2014 - Present
Denver Seminary October 2011 - Present
Denver Seminary July 2013 - June 2014
Wells Fargo November 2009 - October 2010
Skills
Blogging, Social Media, Management, Public Speaking, Higher Education, Research, Event Planning, Community Outreach, CRM, Communication, Editing, Marketing, Publications, Content Strategy, Fundraising, Magazines, Teaching, Social Networking, Leadership
Education
Denver Seminary 2011 — 2015
MA Theology, Theology/Theological Studies
Seattle Pacific University 2006 — 2009
Bachelor of Arts (B.A.), Political Science
Denver Seminary January 2015 - Present
Gathered Social Media June 2014 - Present
Denver Seminary October 2011 - Present
Denver Seminary July 2013 - June 2014
Wells Fargo November 2009 - October 2010
Skills
Blogging, Social Media, Management, Public Speaking, Higher Education, Research, Event Planning, Community Outreach, CRM, Communication, Editing, Marketing, Publications, Content Strategy, Fundraising, Magazines, Teaching, Social Networking, Leadership
Education
Denver Seminary 2011 — 2015
MA Theology, Theology/Theological Studies
Seattle Pacific University 2006 — 2009
Bachelor of Arts (B.A.), Political Science
Sudie Benion Sudie Benion's Wells Fargo Experience November 2001 - August 2003
Job Operational Design Consultant at HDR
Industry Management Consulting
Experience
HDR July 2015 - Present
Independent June 2014 - Present
Independent October 2014 - April 2015
JPMorgan Chase October 2012 - May 2014
Strayer University June 2009 - January 2012
JPMorgan Chase June 2005 - January 2008
LaSalle Bank January 2004 - April 2005
Wells Fargo November 2001 - August 2003
Skills
Cross-functional Team..., Project Management, Six Sigma, PMP, Strategic Planning, Training, MS Project, Requirements Analysis, Fundraising, Credit Analysis, Financial Analysis, Financial Modeling, Time Management, Leadership, Credit, Loans, CRM, Strategy, Analysis, Management, Process Improvement, Finance, Portfolio Management, Program Management, Business Analysis, Team Building, Budgets, Consulting, Microsoft Project, Valuation, Risk Management, Microsoft Office, Financial Risk, Public Speaking
Education
DePaul University 2011 — 2014
MBA, Strategy, Execution and Valuation & Change Management
Virginia State University 1997 — 2001
BS, Economics with a concentration in Finance
HDR July 2015 - Present
Independent June 2014 - Present
Independent October 2014 - April 2015
JPMorgan Chase October 2012 - May 2014
Strayer University June 2009 - January 2012
JPMorgan Chase June 2005 - January 2008
LaSalle Bank January 2004 - April 2005
Wells Fargo November 2001 - August 2003
Skills
Cross-functional Team..., Project Management, Six Sigma, PMP, Strategic Planning, Training, MS Project, Requirements Analysis, Fundraising, Credit Analysis, Financial Analysis, Financial Modeling, Time Management, Leadership, Credit, Loans, CRM, Strategy, Analysis, Management, Process Improvement, Finance, Portfolio Management, Program Management, Business Analysis, Team Building, Budgets, Consulting, Microsoft Project, Valuation, Risk Management, Microsoft Office, Financial Risk, Public Speaking
Education
DePaul University 2011 — 2014
MBA, Strategy, Execution and Valuation & Change Management
Virginia State University 1997 — 2001
BS, Economics with a concentration in Finance
Wytesha Muldrow Wytesha Muldrow's Wells Fargo Experience January 2010 - September 2010
Job Utility Worker/Cashier at Sodexo
Industry Warehousing
Experience
GIS June 2014 - November 2014
Sodexo August 2013 - February 2014
Amazon.com October 2011 - June 2013
Wells Fargo January 2010 - September 2010
NCR Corporation June 2007 - October 2008
Teleperformance, USA July 2005 - August 2007
Skills
Customer Service, Time Management, Light Industrial, Microsoft Office, Data Entry, Databases, Troubleshooting, Networking, Sales, Technical Support, Problem Solving, Wireless, Software Installation, Call Centers
Education
South University-Columbia 2013 — 2016
Master of Business Administration (M.B.A.)
South University-Columbia 2009 — 2013
Bachelor of Science (BS), Information Technology
Denmark Technical College 2003 — 2005
Associate of Science (AS), Computer Technology
GIS June 2014 - November 2014
Sodexo August 2013 - February 2014
Amazon.com October 2011 - June 2013
Wells Fargo January 2010 - September 2010
NCR Corporation June 2007 - October 2008
Teleperformance, USA July 2005 - August 2007
Skills
Customer Service, Time Management, Light Industrial, Microsoft Office, Data Entry, Databases, Troubleshooting, Networking, Sales, Technical Support, Problem Solving, Wireless, Software Installation, Call Centers
Education
South University-Columbia 2013 — 2016
Master of Business Administration (M.B.A.)
South University-Columbia 2009 — 2013
Bachelor of Science (BS), Information Technology
Denmark Technical College 2003 — 2005
Associate of Science (AS), Computer Technology
Raza Tanwir's Wells Fargo Experience September 2011 - February 2012
Job Client Financial Management at Accenture
Industry Financial Services
Experience
Accenture February 2012 - Present
Wells Fargo September 2011 - February 2012
C&A Financial June 2009 - September 2011
Skills
Financial Analysis, Financial Reporting, Financial Forecasting, Variance Analysis, G/L Reconciliations, SAP, P&L Financial Management, US GAAP, SOX Compliancy, Microsoft Excel, Financial Modeling, Sarbanes-Oxley Act, Team Leadership, Corporate Finance
Education
DePaul University 2006 — 2010
Finance
DePaul University
Accenture February 2012 - Present
Wells Fargo September 2011 - February 2012
C&A Financial June 2009 - September 2011
Skills
Financial Analysis, Financial Reporting, Financial Forecasting, Variance Analysis, G/L Reconciliations, SAP, P&L Financial Management, US GAAP, SOX Compliancy, Microsoft Excel, Financial Modeling, Sarbanes-Oxley Act, Team Leadership, Corporate Finance
Education
DePaul University 2006 — 2010
Finance
DePaul University
Demian Betz Demian Betz's Wells Fargo Experience April 2015 - Present
Job Vice President & Senior Counsel at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2015 - Present
Wells Fargo July 2009 - April 2015
Wachovia Corporation June 2004 - July 2009
Skills
Securities, Compliance, Litigation, Negotiation, Arbitration, Risk Management, Dispute Resolution, Investments, Mediation, FINRA, Securities Litigation, Commercial Litigation, Corporate Law, Corporate Governance, Due Diligence, Licensing
Education
DePaul University College of Law 1999 — 2002
J.D., Law/International Law
University of Michigan 1992 — 1996
B.A., English & Anthropology
Wells Fargo April 2015 - Present
Wells Fargo July 2009 - April 2015
Wachovia Corporation June 2004 - July 2009
Skills
Securities, Compliance, Litigation, Negotiation, Arbitration, Risk Management, Dispute Resolution, Investments, Mediation, FINRA, Securities Litigation, Commercial Litigation, Corporate Law, Corporate Governance, Due Diligence, Licensing
Education
DePaul University College of Law 1999 — 2002
J.D., Law/International Law
University of Michigan 1992 — 1996
B.A., English & Anthropology
James Clarkson James Clarkson's Wells Fargo Experience January 2014 - Present
Job Fit Manager at Blue Ridge Cyclery
Industry Banking
Experience
Blue Ridge Cyclery January 2015 - Present
Wells Fargo January 2014 - Present
J. Crew August 2011 - Present
American Eagle Outfitters October 2009 - May 2011
Abercrombie & Fitch October 2007 - April 2008
Skills
Visual Merchandising, Store Management, Merchandising, Loss Prevention, Retail, Inventory Management, Inventory Control, Store Operations, Fashion, Retail Sales, Apparel, Profit, Driving Results, Merchandise Planning, New Store Openings, Shrinkage, Assortment, Sales, Associate Development, Window Displays, Customer Service, POS, New Store Development, Cashiering, Multi-channel Retail, Trend, Leadership, Hiring, Styling, Team Building, Coaching, Cash Register, Event Planning, Microsoft Word, Team Leadership, People Development, Inventory, Product Knowledge, Department Stores, Shoes, Sportswear, Sales Management, Event Management, Time Management, Social Media, New Hire Training, Employee Training, Stock Management, Hiring Employees, Brand Development
Education
DePaul University
Bachelor of Arts (B.A.), History
Saint Michael's College
Blue Ridge Cyclery January 2015 - Present
Wells Fargo January 2014 - Present
J. Crew August 2011 - Present
American Eagle Outfitters October 2009 - May 2011
Abercrombie & Fitch October 2007 - April 2008
Skills
Visual Merchandising, Store Management, Merchandising, Loss Prevention, Retail, Inventory Management, Inventory Control, Store Operations, Fashion, Retail Sales, Apparel, Profit, Driving Results, Merchandise Planning, New Store Openings, Shrinkage, Assortment, Sales, Associate Development, Window Displays, Customer Service, POS, New Store Development, Cashiering, Multi-channel Retail, Trend, Leadership, Hiring, Styling, Team Building, Coaching, Cash Register, Event Planning, Microsoft Word, Team Leadership, People Development, Inventory, Product Knowledge, Department Stores, Shoes, Sportswear, Sales Management, Event Management, Time Management, Social Media, New Hire Training, Employee Training, Stock Management, Hiring Employees, Brand Development
Education
DePaul University
Bachelor of Arts (B.A.), History
Saint Michael's College
Stephen Downs Stephen Downs's Wells Fargo Experience July 2008 - June 2010
Job Director of Operations Commercial Finance
Industry Banking
Experience
Great Lakes Commercial Capital, LLC September 2013 - Present
Barhite and Holzinger, Inc. June 2012 - September 2013
United Federal Credit Union June 2011 - June 2012
Wells Fargo July 2008 - June 2010
JPMorgan Chase April 2006 - July 2008
LaSalle Bank/ABN.AMRO January 2003 - April 2006
Steelcase Financial Services, Inc. January 2000 - January 2003
Charter Financial, Inc., now Wells Fargo Equipment Finance January 1994 - January 2000
Fleet Bank, N.A. January 1987 - January 1994
Skills
Commercial Lending, Credit, Credit Analysis, Portfolio Management, Equipment Leasing, Finance, Banking, Commercial Banking, Asset Management, Mergers & Acquisitions, Underwriting, Investments, Real Estate, Mortgage Lending, Financial Structuring
Education
Denison University 1980 — 1984
BA, Economics
Great Lakes Commercial Capital, LLC September 2013 - Present
Barhite and Holzinger, Inc. June 2012 - September 2013
United Federal Credit Union June 2011 - June 2012
Wells Fargo July 2008 - June 2010
JPMorgan Chase April 2006 - July 2008
LaSalle Bank/ABN.AMRO January 2003 - April 2006
Steelcase Financial Services, Inc. January 2000 - January 2003
Charter Financial, Inc., now Wells Fargo Equipment Finance January 1994 - January 2000
Fleet Bank, N.A. January 1987 - January 1994
Skills
Commercial Lending, Credit, Credit Analysis, Portfolio Management, Equipment Leasing, Finance, Banking, Commercial Banking, Asset Management, Mergers & Acquisitions, Underwriting, Investments, Real Estate, Mortgage Lending, Financial Structuring
Education
Denison University 1980 — 1984
BA, Economics
Steve Leonhardt's Wells Fargo Experience May 2007 - June 2009
Job Outlook Funds Trust 3D Printing and Technology Fund
Industry Financial Services
Experience
Outlook Funds Trust January 2014 - Present
Charles Schwab June 2009 - March 2013
Wells Fargo May 2007 - June 2009
TIAA-CREF September 2005 - May 2007
SunGard May 2002 - December 2004
Driehaus Capital Management LLC May 2000 - April 2002
Nuveen Investments September 1987 - April 2000
Skills
Series 63, Series 24, Asset Managment, Uniform Combined State..., Investments, Portfolio Management, Wealth Management, Alternative Investments, Hedge Funds, Securities, Financial Services, Strategic Financial..., Executive Management, Valuation, Accounting, Investment Management, Fund Administration, Equities, Fund Accounting, Asset Management, Financial Reporting, Financial Risk, Fixed Income
Education
DePaul University 1977 — 1981
Bachelor of Applied Science (B.A.Sc.), Accounting
DePaul University
Bachelor of Science (BS), Accounting
Outlook Funds Trust January 2014 - Present
Charles Schwab June 2009 - March 2013
Wells Fargo May 2007 - June 2009
TIAA-CREF September 2005 - May 2007
SunGard May 2002 - December 2004
Driehaus Capital Management LLC May 2000 - April 2002
Nuveen Investments September 1987 - April 2000
Skills
Series 63, Series 24, Asset Managment, Uniform Combined State..., Investments, Portfolio Management, Wealth Management, Alternative Investments, Hedge Funds, Securities, Financial Services, Strategic Financial..., Executive Management, Valuation, Accounting, Investment Management, Fund Administration, Equities, Fund Accounting, Asset Management, Financial Reporting, Financial Risk, Fixed Income
Education
DePaul University 1977 — 1981
Bachelor of Applied Science (B.A.Sc.), Accounting
DePaul University
Bachelor of Science (BS), Accounting
Annette Morano Annette Morano's Wells Fargo Experience December 2012 - Present
Job Loan Verification Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2012 - Present
Wells Fargo Bank August 2009 - November 2011
CitiMortgage February 2007 - September 2008
Citi December 2004 - June 2007
Principal Residential Mortgage May 2001 - December 2004
Skills
Loans, Mortgage Lending, Loan Servicing, Training, Analysis, Leadership, Foreclosures, Short Sales, Strategy, Auditing, Investors, Testing, Asset, USDA, Loss Mitigation, Loan Modifications, Mortgage Underwriting, Valuation, Financial Risk, Mortgage Banking, Portfolio Management, Credit, Credit Analysis, Commercial Lending, FHA, Consumer Lending, Commercial Mortgages, Lines Of Credit, Real Estate Financing, VA loans, Default, Risk Management, Mortgage Servicing, Investments, Refinance, FHA financing, Financial Structuring, Construction Loans, Loan Origination, Credit Risk, Insurance, Finance, Home Equity Loans, Business
Education
Des Moines Area Community College 2006 — 2010
Wells Fargo December 2012 - Present
Wells Fargo Bank August 2009 - November 2011
CitiMortgage February 2007 - September 2008
Citi December 2004 - June 2007
Principal Residential Mortgage May 2001 - December 2004
Skills
Loans, Mortgage Lending, Loan Servicing, Training, Analysis, Leadership, Foreclosures, Short Sales, Strategy, Auditing, Investors, Testing, Asset, USDA, Loss Mitigation, Loan Modifications, Mortgage Underwriting, Valuation, Financial Risk, Mortgage Banking, Portfolio Management, Credit, Credit Analysis, Commercial Lending, FHA, Consumer Lending, Commercial Mortgages, Lines Of Credit, Real Estate Financing, VA loans, Default, Risk Management, Mortgage Servicing, Investments, Refinance, FHA financing, Financial Structuring, Construction Loans, Loan Origination, Credit Risk, Insurance, Finance, Home Equity Loans, Business
Education
Des Moines Area Community College 2006 — 2010
H. Paul Sori H. Paul Sori's Wells Fargo Experience 2004 - Present
Job Wells Fargo Bank
Industry Real Estate
Experience
Wells Fargo 2004 - Present
Banco Popular 2001 - 2004
American National (now JP Morgan Chase) 1996 - 2001
Mercantile National (now BMO Harris) 1994 - 1996
Skills
Real Estate, Underwriting, Real Estate Economics, Credit, Due Diligence, Commercial Mortgages, Investments, Financial Analysis, Asset Managment, Banking, Portfolio Management, Credit Analysis, Loans, Disposition, Distress Sales, Distressed Debt, Loan Origination, Dispositions, Commercial Real Estate, Mergers & Acquisitions, Construction Loans, Asset Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2000
MBA, Finance and Real Estate
Purdue University
B.S., Management and Marketing
Wells Fargo 2004 - Present
Banco Popular 2001 - 2004
American National (now JP Morgan Chase) 1996 - 2001
Mercantile National (now BMO Harris) 1994 - 1996
Skills
Real Estate, Underwriting, Real Estate Economics, Credit, Due Diligence, Commercial Mortgages, Investments, Financial Analysis, Asset Managment, Banking, Portfolio Management, Credit Analysis, Loans, Disposition, Distress Sales, Distressed Debt, Loan Origination, Dispositions, Commercial Real Estate, Mergers & Acquisitions, Construction Loans, Asset Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2000
MBA, Finance and Real Estate
Purdue University
B.S., Management and Marketing
Elaine Mudge Elaine Mudge's Wells Fargo Experience June 2013 - Present
Job Quality Assurance Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2013 - Present
Wells Fargo Home Mortgage July 2012 - June 2013
Wells Fargo Home Mortgage November 2011 - July 2012
Skills
User Acceptance Testing, Test Planning, System Testing, Waterfall, Quality Center, Quality Assurance, Military, Training & Development, Customer Service, Management
Education
University of Iowa 2003 — 2007
Bachelor's degree, Psychology
DePauw University 2003 — 2003
Wells Fargo June 2013 - Present
Wells Fargo Home Mortgage July 2012 - June 2013
Wells Fargo Home Mortgage November 2011 - July 2012
Skills
User Acceptance Testing, Test Planning, System Testing, Waterfall, Quality Center, Quality Assurance, Military, Training & Development, Customer Service, Management
Education
University of Iowa 2003 — 2007
Bachelor's degree, Psychology
DePauw University 2003 — 2003
Evan Wood Evan Wood's Wells Fargo Experience August 2009 - June 2010
Job Analyst at William Harris Investors, Inc
Industry Investment Management
Experience
William Harris Investors, Inc. October 2014 - Present
Cortland Capital Market Services LLC May 2013 - October 2014
Zacks Investment Research August 2011 - April 2013
Bankers Trust Company June 2010 - August 2011
Wells Fargo August 2009 - June 2010
W.R. Berkley Corporation - CWG Insurance June 2008 - August 2009
Skills
Investments, Analysis, Portfolio Management, Excel, Client Services, Trusts, Bloomberg, Accounting
Education
DePaul University 2011 — 2013
MBA with Distinction, Finance with concentration in Investment Management
Drake University 2005 — 2009
BSBA with Honors, Finance and Insurance
William Harris Investors, Inc. October 2014 - Present
Cortland Capital Market Services LLC May 2013 - October 2014
Zacks Investment Research August 2011 - April 2013
Bankers Trust Company June 2010 - August 2011
Wells Fargo August 2009 - June 2010
W.R. Berkley Corporation - CWG Insurance June 2008 - August 2009
Skills
Investments, Analysis, Portfolio Management, Excel, Client Services, Trusts, Bloomberg, Accounting
Education
DePaul University 2011 — 2013
MBA with Distinction, Finance with concentration in Investment Management
Drake University 2005 — 2009
BSBA with Honors, Finance and Insurance
E. Scott Noel E. Scott Noel's Wells Fargo Experience October 2013 - Present
Job VP, Digital Sales & Marketing | Focused on Sustainability
Industry Marketing and Advertising
Experience
Cabarrus County Schools INSPIRE STEM Advisory Council June 2015 - Present
Mt. Pleasant High School Academy of Energy & Sustainability May 2015 - Present
Solarize Cabarrus NC April 2015 - Present
Town of Harrisburg, NC November 2014 - Present
Wells Fargo October 2013 - Present
Green Momentum Council July 2013 - Present
Bank of America September 2008 - October 2013
Energizer July 2007 - August 2008
Energizer August 2005 - June 2007
Zipatoni July 2003 - August 2005
Skills
Strategic..., Channel optimization..., Channel and segment..., Leadership in B2C and..., Online POS and..., Email delivery platforms, Integrated Marketing, Segmentation, Cross-functional Team..., Leadership, Strategy, Marketing, Management, CRM, Digital Marketing, Program Management, Project Management, Budgets, Mobile Devices
Education
DePaul University
BA, Communications
Cabarrus County Schools INSPIRE STEM Advisory Council June 2015 - Present
Mt. Pleasant High School Academy of Energy & Sustainability May 2015 - Present
Solarize Cabarrus NC April 2015 - Present
Town of Harrisburg, NC November 2014 - Present
Wells Fargo October 2013 - Present
Green Momentum Council July 2013 - Present
Bank of America September 2008 - October 2013
Energizer July 2007 - August 2008
Energizer August 2005 - June 2007
Zipatoni July 2003 - August 2005
Skills
Strategic..., Channel optimization..., Channel and segment..., Leadership in B2C and..., Online POS and..., Email delivery platforms, Integrated Marketing, Segmentation, Cross-functional Team..., Leadership, Strategy, Marketing, Management, CRM, Digital Marketing, Program Management, Project Management, Budgets, Mobile Devices
Education
DePaul University
BA, Communications
Mike Serio, CFA's Wells Fargo Experience May 2013 - Present
Job Regional Chief Investment Officer at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2013 - Present
University of Denver 2012 - Present
Wolf Creek Energy Partners February 2012 - May 2013
JP Morgan May 2010 - January 2012
Citigroup June 2004 - February 2010
Stein Roe Investment Counsel 2000 - 2004
Intrados Corp./Pragma Corp 1998 - 2000
Segall Bryant and Hamill 1996 - 2000
Sanford C. Bernstein 1993 - 1995
First National Bank of Chicago 1993 - 1993
Skills
Alternative Investments, Series 7, Private Equity, Hedge Funds, Asset Managment, Capital Markets, Portfolio Management, Investment Strategies, Financial Markets, Due Diligence, Options, Series 63, Hedging, Private Placements, Investor Relations, Asset Allocation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Maine South High School
University of Illinois at Urbana-Champaign
BA, Economics/Finance
Wells Fargo May 2013 - Present
University of Denver 2012 - Present
Wolf Creek Energy Partners February 2012 - May 2013
JP Morgan May 2010 - January 2012
Citigroup June 2004 - February 2010
Stein Roe Investment Counsel 2000 - 2004
Intrados Corp./Pragma Corp 1998 - 2000
Segall Bryant and Hamill 1996 - 2000
Sanford C. Bernstein 1993 - 1995
First National Bank of Chicago 1993 - 1993
Skills
Alternative Investments, Series 7, Private Equity, Hedge Funds, Asset Managment, Capital Markets, Portfolio Management, Investment Strategies, Financial Markets, Due Diligence, Options, Series 63, Hedging, Private Placements, Investor Relations, Asset Allocation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Maine South High School
University of Illinois at Urbana-Champaign
BA, Economics/Finance
Leonardo Bolanos's Wells Fargo Experience April 2014 - Present
Job Vice President, Fiduciary Advisory Specialist at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2014 - Present
Wells Fargo Bank October 2008 - Present
Bank of America May 2006 - October 2008
JPMorgan Chase June 2004 - May 2006
Skills
CTFA, Wealth Management, Strategic Financial..., Private Banking, Asset Allocation, Retirement Planning, Loans, Investment Advisory, High Net Worth..., Portfolio Management, Credit, Series 7, Wealth Management..., Series 63, Uniform Combined State..., Customer Service, Management, Mutual Funds, Banking, Commercial Lending, Small Business Lending, Investments, Estate Planning
Education
DePaul University 2000 — 2004
Bachelor's degree, Psychology
Wells Fargo April 2014 - Present
Wells Fargo Bank October 2008 - Present
Bank of America May 2006 - October 2008
JPMorgan Chase June 2004 - May 2006
Skills
CTFA, Wealth Management, Strategic Financial..., Private Banking, Asset Allocation, Retirement Planning, Loans, Investment Advisory, High Net Worth..., Portfolio Management, Credit, Series 7, Wealth Management..., Series 63, Uniform Combined State..., Customer Service, Management, Mutual Funds, Banking, Commercial Lending, Small Business Lending, Investments, Estate Planning
Education
DePaul University 2000 — 2004
Bachelor's degree, Psychology
Adam Furlich Adam Furlich's Wells Fargo Experience September 2014 - Present
Job Mortgage Closer (LO) at Wells Fargo
Industry Consumer Services
Experience
Wells Fargo September 2014 - Present
Guaranteed Rate July 2012 - September 2014
Apartment Savvy January 2012 - August 2012
SESDAC, Inc. May 2010 - June 2011
The University of South Dakota August 2008 - May 2010
Sears Holdings Corporation September 2005 - December 2009
Skills
Encompass, Microsoft Office, Outlook, Data Entry, Social Media, Microsoft Word, Microsoft Excel, PowerPoint, Photoshop, Film Production, Film, Film Editing, Research, English, Event Planning, Customer Service, Teamwork, Public Speaking, Time Management, Social Networking, Social Media Marketing, Public Relations, Creative Writing, Facebook, Sales
Education
DePaul University 2011 — 2013
Master's degree, Communication and Media Studies
The University of South Dakota 2007 — 2010
Bachelor of Science (B.S.), Communication and Media Studies; Psychology
Wells Fargo September 2014 - Present
Guaranteed Rate July 2012 - September 2014
Apartment Savvy January 2012 - August 2012
SESDAC, Inc. May 2010 - June 2011
The University of South Dakota August 2008 - May 2010
Sears Holdings Corporation September 2005 - December 2009
Skills
Encompass, Microsoft Office, Outlook, Data Entry, Social Media, Microsoft Word, Microsoft Excel, PowerPoint, Photoshop, Film Production, Film, Film Editing, Research, English, Event Planning, Customer Service, Teamwork, Public Speaking, Time Management, Social Networking, Social Media Marketing, Public Relations, Creative Writing, Facebook, Sales
Education
DePaul University 2011 — 2013
Master's degree, Communication and Media Studies
The University of South Dakota 2007 — 2010
Bachelor of Science (B.S.), Communication and Media Studies; Psychology
Amy Hoffman Amy Hoffman's Wells Fargo Experience October 2002 - June 2006
Job Vice President at Alden Pacific Asset Management LLC
Industry Financial Services
Experience
Alden Pacific Asset Management LLC June 2015 - Present
Hunt Companies, Inc. January 2012 - May 2015
Capmark Affordable Equities, Inc October 2008 - January 2012
Junior League of Chicago June 2008 - May 2009
Capmark Finance Inc June 2007 - October 2008
Wells Fargo Bank June 2006 - June 2007
Wells Fargo October 2002 - June 2006
National Equity Fund, Inc March 2001 - October 2002
Red Capital Group (formerly Banc One Capital Funding Corporation) March 1999 - July 2000
Red Capital Group (formerly Banc One Capital Funding Corporation) October 1997 - March 1999
Skills
Asset management, Relationship management, Strategic Financial..., Asset Managment, Loans, Asset Management, Portfolio Management, Finance, Relationship Management, Credit Analysis, Investments, Real Estate Economics, Mortgage Lending, Underwriting, Credit, Commercial Mortgages, Loan Origination, Commercial Real Estate, Due Diligence, Financial Planning
Education
DePaul University 2009 — 2010
Financial Planning Certificate
The Ohio State University - The Max M. Fisher College of Business 1995 — 1997
MBA, Finance; Real Estate
The Ohio State University 1990 — 1993
BSBA, Accounting
Alden Pacific Asset Management LLC June 2015 - Present
Hunt Companies, Inc. January 2012 - May 2015
Capmark Affordable Equities, Inc October 2008 - January 2012
Junior League of Chicago June 2008 - May 2009
Capmark Finance Inc June 2007 - October 2008
Wells Fargo Bank June 2006 - June 2007
Wells Fargo October 2002 - June 2006
National Equity Fund, Inc March 2001 - October 2002
Red Capital Group (formerly Banc One Capital Funding Corporation) March 1999 - July 2000
Red Capital Group (formerly Banc One Capital Funding Corporation) October 1997 - March 1999
Skills
Asset management, Relationship management, Strategic Financial..., Asset Managment, Loans, Asset Management, Portfolio Management, Finance, Relationship Management, Credit Analysis, Investments, Real Estate Economics, Mortgage Lending, Underwriting, Credit, Commercial Mortgages, Loan Origination, Commercial Real Estate, Due Diligence, Financial Planning
Education
DePaul University 2009 — 2010
Financial Planning Certificate
The Ohio State University - The Max M. Fisher College of Business 1995 — 1997
MBA, Finance; Real Estate
The Ohio State University 1990 — 1993
BSBA, Accounting
David Lear's Wells Fargo Experience April 2011 - March 2013
Job Financial Representative at AIG
Industry Financial Services
Experience
AIG November 2013 - March 2015
Wells Fargo April 2011 - March 2013
Self-Employed April 2007 - January 2012
Farmers Insurance Group of Companies - Robert T Mita Agency August 2005 - December 2008
Law Bulletin Publishing Company March 2002 - July 2005
OWP&P Architects April 2000 - February 2002
Skills
Finance, Credit, Accounting, Sales, Analysis, Marketing, Accounts Payable, Insurance, Business Planning, Loans, Strategic Financial..., Invoicing, Small Business, Sales Operations, Bookkeeping, Banking, Financial Modeling, Commercial Lending, Mutual Funds, Financial Analysis, Financial Services, Start-ups, New Business Development, Investments, Portfolio Management, Risk Management, Retirement Planning, Cash Management, Relationship Management, Financial Advisory, Wealth Management, Business Development, Financial Planning
Education
University of Phoenix 2012 — 2014
Bachelor of Science (B.S.), Finance
DePaul University 2002 — 2007
Business Administration/Marketing
Phillips Academy Andover 1996 — 1999
High School
AIG November 2013 - March 2015
Wells Fargo April 2011 - March 2013
Self-Employed April 2007 - January 2012
Farmers Insurance Group of Companies - Robert T Mita Agency August 2005 - December 2008
Law Bulletin Publishing Company March 2002 - July 2005
OWP&P Architects April 2000 - February 2002
Skills
Finance, Credit, Accounting, Sales, Analysis, Marketing, Accounts Payable, Insurance, Business Planning, Loans, Strategic Financial..., Invoicing, Small Business, Sales Operations, Bookkeeping, Banking, Financial Modeling, Commercial Lending, Mutual Funds, Financial Analysis, Financial Services, Start-ups, New Business Development, Investments, Portfolio Management, Risk Management, Retirement Planning, Cash Management, Relationship Management, Financial Advisory, Wealth Management, Business Development, Financial Planning
Education
University of Phoenix 2012 — 2014
Bachelor of Science (B.S.), Finance
DePaul University 2002 — 2007
Business Administration/Marketing
Phillips Academy Andover 1996 — 1999
High School
LaPrecious Rivers's Wells Fargo Experience March 2005 - July 2011
Job Accounts Payable Assistant at South State Bank
Industry Financial Services
Experience
South State Bank May 2015 - Present
Pricewaterhouse Coopers November 2012 - April 2015
Richland County CASA July 2014 - March 2015
NK Newlook, Inc. January 2012 - April 2012
Wells Fargo March 2005 - July 2011
Efco Corporation August 2001 - May 2003
Skills
Financial Analysis, Finance, Banking, Microsoft Office 2007, Foreclosures, Typing, Accounts Payable, Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Bookkeeping, Customer Service, General Ledger, Team Building, Outlook, Invoicing, Analysis, Insurance, Event Planning, Lotus Notes, Teamwork, Auditing, Data Entry, Data Analysis, Research, Budgets, Microsoft Office, Customer Satisfaction, Process Improvement, Call Centers, Sales, Training, Inventory Management, Account Reconciliation, Accounts Receivable, QuickBooks, Cash Flow, Payroll, Windows, Human Resources, Time Management, Software Documentation, Credit
Education
Strayer University 2014 — 2015
Master's Degree, Accounting
Strayer University (DC) 2007 — 2010
Bachelor's Degree, Business Administration, Finance
Denmark Technical College 2002 — 2003
Associate's degree, General Business and Accounting
Blackville Hilda High School 1992 — 1996
High School Diploma
South State Bank May 2015 - Present
Pricewaterhouse Coopers November 2012 - April 2015
Richland County CASA July 2014 - March 2015
NK Newlook, Inc. January 2012 - April 2012
Wells Fargo March 2005 - July 2011
Efco Corporation August 2001 - May 2003
Skills
Financial Analysis, Finance, Banking, Microsoft Office 2007, Foreclosures, Typing, Accounts Payable, Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Bookkeeping, Customer Service, General Ledger, Team Building, Outlook, Invoicing, Analysis, Insurance, Event Planning, Lotus Notes, Teamwork, Auditing, Data Entry, Data Analysis, Research, Budgets, Microsoft Office, Customer Satisfaction, Process Improvement, Call Centers, Sales, Training, Inventory Management, Account Reconciliation, Accounts Receivable, QuickBooks, Cash Flow, Payroll, Windows, Human Resources, Time Management, Software Documentation, Credit
Education
Strayer University 2014 — 2015
Master's Degree, Accounting
Strayer University (DC) 2007 — 2010
Bachelor's Degree, Business Administration, Finance
Denmark Technical College 2002 — 2003
Associate's degree, General Business and Accounting
Blackville Hilda High School 1992 — 1996
High School Diploma
Nasir Mustafa's Wells Fargo Experience July 2009 - January 2011
Job Senior DBA at Robert Bosch Tool Corporation
Industry Oil & Energy
Experience
Robert Bosch September 2012 - Present
Paychex March 2011 - July 2012
Wells Fargo July 2009 - January 2011
Empire Toda February 2009 - July 2009
DBA Healt Alliance Medical Plans(Levi, Ray & Shoup) June 2008 - February 2009
Chevron October 2007 - May 2008
Nucor Steel March 2007 - September 2007
Skills
OCP, Data Warehousing, SSIS, Oracle RAC, SSRS, Microsoft SQL Server, Data Modeling, Database Design, ETL, Database Administration, Databases, T-SQL, Oracle, Business Intelligence, PL/SQL, SQL Tuning, RMAN, Crystal Reports, SQL, Disaster Recovery, DB2, Performance Tuning, Unix Shell Scripting, SDLC
Education
Keller Graduate School of Management of DeVry University 2008 — 2010
Master's
DePaul University 2007 — 2008
Northeastern Illinois University 2001 — 2004
Bachelor's
Robert Bosch September 2012 - Present
Paychex March 2011 - July 2012
Wells Fargo July 2009 - January 2011
Empire Toda February 2009 - July 2009
DBA Healt Alliance Medical Plans(Levi, Ray & Shoup) June 2008 - February 2009
Chevron October 2007 - May 2008
Nucor Steel March 2007 - September 2007
Skills
OCP, Data Warehousing, SSIS, Oracle RAC, SSRS, Microsoft SQL Server, Data Modeling, Database Design, ETL, Database Administration, Databases, T-SQL, Oracle, Business Intelligence, PL/SQL, SQL Tuning, RMAN, Crystal Reports, SQL, Disaster Recovery, DB2, Performance Tuning, Unix Shell Scripting, SDLC
Education
Keller Graduate School of Management of DeVry University 2008 — 2010
Master's
DePaul University 2007 — 2008
Northeastern Illinois University 2001 — 2004
Bachelor's
Lisa Mejia Lisa Mejia's Wells Fargo Experience October 2002 - June 2005
Job Library Clerk at San Jose Public Library
Industry Libraries
Experience
San Jose Public Library November 2005 - Present
Wells Fargo October 2002 - June 2005
Skills
Visual Arts, Theatrical..., Dance performance..., Proofreading, Fashion design and..., Henna Tattoo Artistry, Book Reviewing, Painting
Education
The Evergreen State College 1995 — 1996
Bachelor of Arts (B.A.), English/History
Denison University 1990 — 1993
English Language and Literature, General
San Jose Public Library November 2005 - Present
Wells Fargo October 2002 - June 2005
Skills
Visual Arts, Theatrical..., Dance performance..., Proofreading, Fashion design and..., Henna Tattoo Artistry, Book Reviewing, Painting
Education
The Evergreen State College 1995 — 1996
Bachelor of Arts (B.A.), English/History
Denison University 1990 — 1993
English Language and Literature, General
Lucy Tarsitano Lucy Tarsitano's Wells Fargo Experience February 2013 - September 2015
Job International Business Professional
Industry Research
Experience
Wells Fargo February 2013 - September 2015
Automobiles Cote d'Azur December 2010 - November 2011
Famille Julienne November 2010 - November 2011
Flor January 2006 - January 2008
Skills
Bilingual, Customer Service, Computer Proficiency, Organized Multi-tasker, French, Microsoft Office, Public Relations, Public Speaking, Office Management, Social Media Marketing, Translation, Social Networking, PowerPoint, International Relations, Spanish, Event Planning, Microsoft Excel, Social Media, Research
Education
DePaul University 2008 — 2009
Modern Languages-French
Georgetown University 2004 — 2007
French Language and Literature
Wells Fargo February 2013 - September 2015
Automobiles Cote d'Azur December 2010 - November 2011
Famille Julienne November 2010 - November 2011
Flor January 2006 - January 2008
Skills
Bilingual, Customer Service, Computer Proficiency, Organized Multi-tasker, French, Microsoft Office, Public Relations, Public Speaking, Office Management, Social Media Marketing, Translation, Social Networking, PowerPoint, International Relations, Spanish, Event Planning, Microsoft Excel, Social Media, Research
Education
DePaul University 2008 — 2009
Modern Languages-French
Georgetown University 2004 — 2007
French Language and Literature
Donna K. Giles Donna K. Giles's Wells Fargo Experience July 2015 - Present
Job Business Application Analyst at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo July 2015 - Present
Wells Fargo June 2012 - Present
Wells Fargo November 2011 - June 2012
Wells Fargo May 1999 - November 2011
Wells Fargo 1997 - 1999
Wells Fargo 1995 - 1997
Allied Group Mortgage (Now Nationwide) November 1992 - May 1995
TMC Transportation August 1991 - November 1993
Skills
Object Oriented..., Troubleshooting and..., Product Conception,..., Unix, Oracle, Business Requirements, Microsoft SQL Server, Business Analysis, SDLC, SQL, Visio, Requirements Gathering, Requirements Analysis, SharePoint
Education
Des Moines Area Community College
Associate of Arts and Sciences (A.A.S.), Computer Programming/Programmer, General
Indian Hills Community College, Centerville, IA
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Wells Fargo July 2015 - Present
Wells Fargo June 2012 - Present
Wells Fargo November 2011 - June 2012
Wells Fargo May 1999 - November 2011
Wells Fargo 1997 - 1999
Wells Fargo 1995 - 1997
Allied Group Mortgage (Now Nationwide) November 1992 - May 1995
TMC Transportation August 1991 - November 1993
Skills
Object Oriented..., Troubleshooting and..., Product Conception,..., Unix, Oracle, Business Requirements, Microsoft SQL Server, Business Analysis, SDLC, SQL, Visio, Requirements Gathering, Requirements Analysis, SharePoint
Education
Des Moines Area Community College
Associate of Arts and Sciences (A.A.S.), Computer Programming/Programmer, General
Indian Hills Community College, Centerville, IA
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Constance McNamara Romanowski's Wells Fargo Experience March 2014 - Present
Job Business Systems Consultant 3 at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo March 2014 - Present
TEKsystems March 2014 - March 2014
TEKsystems October 2012 - November 2013
Signature Consultants September 2010 - December 2011
TAC Worldwide March 2009 - April 2009
Wells Fargo Bank October 2004 - December 2008
Wells Fargo Financial September 1997 - October 2004
Broadlawns Medical Center September 1995 - July 1997
Iowa Chapter, NCPCA April 1993 - July 1995
Skills
Technical Support, Visio, Technical Writing, Team Leadership, Project Management, Microsoft Office, Active Directory, BMC Remedy, Customer Service, Technical Writer, Presentation,..., Technical Trainer, Microsoft Windows, Adobe Illustrator, Adobe Photoshop, Adobe Captivate,..., RoboHelp, FrameMaker, Paintshop Pro, Planview, Remedy, Centra Virtual Classroom, Microsoft Visio, OpenText, Written and Verbal..., Detail Oriented, Well Organized, Voiceover, 2D and 3D Graphic Design, 3D graphics, Outstanding Customer..., Technical Hardware and..., Phone Support, Vendor Relationships, Learning Development..., Courseware Development, Curriculum Development, Interpersonal Leadership, Management, Supervision and..., Office Management, Leadership, Medical Terminology, Agile Methodologies, Project Management (PMI), Requirements Analysis, User Acceptance Testing, SharePoint, Software Documentation
Education
Des Moines Area Community College 1994 — 1995
Wells Fargo March 2014 - Present
TEKsystems March 2014 - March 2014
TEKsystems October 2012 - November 2013
Signature Consultants September 2010 - December 2011
TAC Worldwide March 2009 - April 2009
Wells Fargo Bank October 2004 - December 2008
Wells Fargo Financial September 1997 - October 2004
Broadlawns Medical Center September 1995 - July 1997
Iowa Chapter, NCPCA April 1993 - July 1995
Skills
Technical Support, Visio, Technical Writing, Team Leadership, Project Management, Microsoft Office, Active Directory, BMC Remedy, Customer Service, Technical Writer, Presentation,..., Technical Trainer, Microsoft Windows, Adobe Illustrator, Adobe Photoshop, Adobe Captivate,..., RoboHelp, FrameMaker, Paintshop Pro, Planview, Remedy, Centra Virtual Classroom, Microsoft Visio, OpenText, Written and Verbal..., Detail Oriented, Well Organized, Voiceover, 2D and 3D Graphic Design, 3D graphics, Outstanding Customer..., Technical Hardware and..., Phone Support, Vendor Relationships, Learning Development..., Courseware Development, Curriculum Development, Interpersonal Leadership, Management, Supervision and..., Office Management, Leadership, Medical Terminology, Agile Methodologies, Project Management (PMI), Requirements Analysis, User Acceptance Testing, SharePoint, Software Documentation
Education
Des Moines Area Community College 1994 — 1995
Stephen Topping Stephen Topping's Wells Fargo Experience September 1984 - November 1995
Job Vice President at PNC Bank
Industry Banking
Experience
PNC Bank February 1997 - Present
Sun Trust January 1996 - February 1997
Wells Fargo September 1984 - November 1995
Skills
Banking, Strategic Planning, Financial Analysis, Leadership, Strategic Financial..., Corporate Finance, Onboarding, Management, Employee Benefits, Customer Service, Team Building, Building Relationships, Credit, Budgets, Small Business Lending, Portfolio Management, Training, Loans, Credit Analysis, Performance Management, Commercial Lending
Education
University of Maryland College Park 1979 — 1981
BA, Art History/History
Denison University 1977 — 1979
Art History
PNC Bank February 1997 - Present
Sun Trust January 1996 - February 1997
Wells Fargo September 1984 - November 1995
Skills
Banking, Strategic Planning, Financial Analysis, Leadership, Strategic Financial..., Corporate Finance, Onboarding, Management, Employee Benefits, Customer Service, Team Building, Building Relationships, Credit, Budgets, Small Business Lending, Portfolio Management, Training, Loans, Credit Analysis, Performance Management, Commercial Lending
Education
University of Maryland College Park 1979 — 1981
BA, Art History/History
Denison University 1977 — 1979
Art History
Ashley Grosh's Wells Fargo Experience March 2009 - Present
Job Environmental Affairs at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2009 - Present
Wells Fargo Wealth Management Group September 2003 - September 2008
Skills
Financial Analysis, Investments
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2010
RETOOL, Energy Certificate
DePaul University 2006 — 2007
College of Financial Planning
University of Colorado at Boulder 1999 — 2003
Bachelor of Arts, Economics, Finance
Wells Fargo March 2009 - Present
Wells Fargo Wealth Management Group September 2003 - September 2008
Skills
Financial Analysis, Investments
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2010
RETOOL, Energy Certificate
DePaul University 2006 — 2007
College of Financial Planning
University of Colorado at Boulder 1999 — 2003
Bachelor of Arts, Economics, Finance
Andrea Beck's Wells Fargo Experience 2014 - Present
Job Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2014 - Present
Prudential Investments 2012 - 2013
Nuveen Investments 2006 - 2012
Beck Enterprises, Inc. 2002 - 2006
Van Kampen Investments 2000 - 2002
MetLife 1997 - 2000
Skills
Series 7, Investments, Series 63, Wealth Management, Asset Management, Portfolio Management, Fixed Income, Securities, Financial Services, Equities
Education
DePaul University 1999 — 2001
Master of Business Administration (M.B.A.), Marketing
North Central College 1993 — 1997
Bachelor of Arts (B.A.), Humanities/Humanistic Studies
Wells Fargo 2014 - Present
Prudential Investments 2012 - 2013
Nuveen Investments 2006 - 2012
Beck Enterprises, Inc. 2002 - 2006
Van Kampen Investments 2000 - 2002
MetLife 1997 - 2000
Skills
Series 7, Investments, Series 63, Wealth Management, Asset Management, Portfolio Management, Fixed Income, Securities, Financial Services, Equities
Education
DePaul University 1999 — 2001
Master of Business Administration (M.B.A.), Marketing
North Central College 1993 — 1997
Bachelor of Arts (B.A.), Humanities/Humanistic Studies
Lauren Hopper Lauren Hopper's Wells Fargo Experience February 2012 - May 2013
Job Production Artist / Manager at McCormick Company
Industry Marketing and Advertising
Experience
McCormick Company November 2013 - Present
Unison May 2013 - November 2013
Wells Fargo February 2012 - May 2013
Skills
Art Direction, Creative Direction, Adobe Creative Suite, Advertising, Layout, Logo Design, Brochures, Customer Service, Marketing Communications, Corporate Identity, Public Relations, Typography, QuarkXPress, Posters, Graphic Design, Print Production, Process Improvement, Branding & Identity, Corporate Communications, Social Media, Marketing, Email Marketing
Education
University of Southern Indiana
DePauw University
McCormick Company November 2013 - Present
Unison May 2013 - November 2013
Wells Fargo February 2012 - May 2013
Skills
Art Direction, Creative Direction, Adobe Creative Suite, Advertising, Layout, Logo Design, Brochures, Customer Service, Marketing Communications, Corporate Identity, Public Relations, Typography, QuarkXPress, Posters, Graphic Design, Print Production, Process Improvement, Branding & Identity, Corporate Communications, Social Media, Marketing, Email Marketing
Education
University of Southern Indiana
DePauw University
Gabryela Sanchez Gabryela Sanchez's Wells Fargo Experience July 2012 - January 2013
Job Bilingual Call Center Associate at Atlanta Downtown Center Planned Parenthood
Industry Medical Practice
Experience
Atlanta Downtown Center- Planned Parenthood August 2013 - Present
Feminist Women's Health Center (Atlanta) January 2013 - July 2013
Wells Fargo July 2012 - January 2013
Center For Nonviolence July 2011 - May 2012
Skills
Bilingual-English/Spanis..., Microsoft Office, Problem Solving, Teamwork, Fast-Learner, Case Management, Customer Service, Program Management, Spanish, Telephone Skills, Healthcare
Education
Purdue University at Fort Wayne 2011 — 2011
Bachelor of Arts (BA), Women's Studies
Denison University 2006 — 2009
Bachelor of Arts (BA), Women's Studies
Atlanta Downtown Center- Planned Parenthood August 2013 - Present
Feminist Women's Health Center (Atlanta) January 2013 - July 2013
Wells Fargo July 2012 - January 2013
Center For Nonviolence July 2011 - May 2012
Skills
Bilingual-English/Spanis..., Microsoft Office, Problem Solving, Teamwork, Fast-Learner, Case Management, Customer Service, Program Management, Spanish, Telephone Skills, Healthcare
Education
Purdue University at Fort Wayne 2011 — 2011
Bachelor of Arts (BA), Women's Studies
Denison University 2006 — 2009
Bachelor of Arts (BA), Women's Studies
Christopher Koelbl Christopher Koelbl's Wells Fargo Experience October 2014 - Present
Job Vice President/Business Sales Officer at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2014 - Present
Healthcare Solutions Team November 2008 - Present
Republic Bank October 2013 - September 2014
Charter One Bank December 2002 - April 2004
Charter One Bank November 2000 - December 2002
Skills
Health Insurance, Insurance, Small Business, Healthcare, Critical Illness, Disability Insurance, Term Life Insurance, Life Insurance, Fixed Annuities, Long-term Care, Sales, Employee Benefits, Underwriting, Medicare, Brokers, Long Term Care Insurance, Account Management, Whole Life, Selling, Retirement Planning, Cold Calling, Marketing, Property & Casualty..., Accident, General Insurance, Universal Life, Retirement, Workers Compensation, Insurance Brokerage, Claim, IRAs, Professional Liability, 401k, Health Savings Accounts, Financial Planners, Strategic Financial..., Commercial Insurance, Casualty, Legal Liability, Portfolio Management, Series 6, Customer Retention, Loans, Dentistry, Business, Investments, Liability, Agents, Health Care Reform, Marketing Strategy
Education
DePaul University 2000 — 2002
Bachelor, Finance
Wells Fargo October 2014 - Present
Healthcare Solutions Team November 2008 - Present
Republic Bank October 2013 - September 2014
Charter One Bank December 2002 - April 2004
Charter One Bank November 2000 - December 2002
Skills
Health Insurance, Insurance, Small Business, Healthcare, Critical Illness, Disability Insurance, Term Life Insurance, Life Insurance, Fixed Annuities, Long-term Care, Sales, Employee Benefits, Underwriting, Medicare, Brokers, Long Term Care Insurance, Account Management, Whole Life, Selling, Retirement Planning, Cold Calling, Marketing, Property & Casualty..., Accident, General Insurance, Universal Life, Retirement, Workers Compensation, Insurance Brokerage, Claim, IRAs, Professional Liability, 401k, Health Savings Accounts, Financial Planners, Strategic Financial..., Commercial Insurance, Casualty, Legal Liability, Portfolio Management, Series 6, Customer Retention, Loans, Dentistry, Business, Investments, Liability, Agents, Health Care Reform, Marketing Strategy
Education
DePaul University 2000 — 2002
Bachelor, Finance
Julie Overton's Wells Fargo Experience July 2014 - Present
Job Vice President Commercial Banking at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2014 - Present
J.P. Morgan April 2012 - July 2014
J.P. Morgan November 2010 - April 2012
J.P. Morgan January 2000 - November 2010
Skills
Treasury Services, Commercial Banking, Treasury Management, Banking, Credit Analysis, Credit, Loans, Commercial Lending, Cash Management, Financial Analysis, Corporate Finance, Financial Modeling, Investments, Capital Markets, Investment Banking, Credit Risk
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
MBA, Finance
University of Missouri-Columbia 1994 — 1998
Bachelor of Science (BS), Finance
Wells Fargo July 2014 - Present
J.P. Morgan April 2012 - July 2014
J.P. Morgan November 2010 - April 2012
J.P. Morgan January 2000 - November 2010
Skills
Treasury Services, Commercial Banking, Treasury Management, Banking, Credit Analysis, Credit, Loans, Commercial Lending, Cash Management, Financial Analysis, Corporate Finance, Financial Modeling, Investments, Capital Markets, Investment Banking, Credit Risk
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
MBA, Finance
University of Missouri-Columbia 1994 — 1998
Bachelor of Science (BS), Finance
Claudia Duff Claudia Duff's Wells Fargo Experience March 2014 - Present
Job Senior Administrative Assistant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo March 2014 - Present
Wells Fargo Home Mortgage December 2009 - February 2014
The Weitz Company January 2009 - October 2009
Urbandale Community Schools August 2003 - January 2009
Triad Gymnastics September 1997 - July 2003
Skills
Human Resources, Microsoft Office, Budgets, Risk Management, Administrative..., Team Building, Invoicing, Accounts Receivable, Customer Service
Education
Des Moines Area Community College 1984 — 1986
Associate of Applied Science, Field of Administrative Assistant
Wells Fargo March 2014 - Present
Wells Fargo Home Mortgage December 2009 - February 2014
The Weitz Company January 2009 - October 2009
Urbandale Community Schools August 2003 - January 2009
Triad Gymnastics September 1997 - July 2003
Skills
Human Resources, Microsoft Office, Budgets, Risk Management, Administrative..., Team Building, Invoicing, Accounts Receivable, Customer Service
Education
Des Moines Area Community College 1984 — 1986
Associate of Applied Science, Field of Administrative Assistant
Kevin Wolnik Kevin Wolnik's Wells Fargo Experience June 2013 - Present
Job at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2013 - Present
Executive National Bank September 2012 - June 2013
Wells Fargo January 2011 - September 2012
Financial Professional March 2010 - February 2011
IDB Bank July 2008 - February 2010
Regions Bank April 2006 - July 2008
Independent Life Insurance Agent & Registered Rep September 2001 - April 2006
Morgan Stanley February 2000 - September 2001
Skills
Loans, Investments, Wealth Management, Portfolio Management, Banking, Retirement Planning, Mutual Funds, Mortgage Lending, Credit, Insurance, Commercial Banking, Estate Planning, Finance, Equities, Financial Services, CRM, Leadership, Management, Sales, Retirement, Fixed Annuities, Financial Risk, Real Estate, Mortgage Banking, Business, Entrepreneurship, Investment Banking, Relationship Management, Small Business, Loan Origination, Small Business Lending, Commercial Lending, Asset Management, Financial Analysis, Risk Management, Credit Analysis, Refinance, Strategic Financial..., Underwriting, Accounting, Retail Banking, Securities, Executive Management, Due Diligence
Education
De Paul University 1992 — 1997
BA
University of Kansas 1992 — 1997
Bachelors
Wells Fargo June 2013 - Present
Executive National Bank September 2012 - June 2013
Wells Fargo January 2011 - September 2012
Financial Professional March 2010 - February 2011
IDB Bank July 2008 - February 2010
Regions Bank April 2006 - July 2008
Independent Life Insurance Agent & Registered Rep September 2001 - April 2006
Morgan Stanley February 2000 - September 2001
Skills
Loans, Investments, Wealth Management, Portfolio Management, Banking, Retirement Planning, Mutual Funds, Mortgage Lending, Credit, Insurance, Commercial Banking, Estate Planning, Finance, Equities, Financial Services, CRM, Leadership, Management, Sales, Retirement, Fixed Annuities, Financial Risk, Real Estate, Mortgage Banking, Business, Entrepreneurship, Investment Banking, Relationship Management, Small Business, Loan Origination, Small Business Lending, Commercial Lending, Asset Management, Financial Analysis, Risk Management, Credit Analysis, Refinance, Strategic Financial..., Underwriting, Accounting, Retail Banking, Securities, Executive Management, Due Diligence
Education
De Paul University 1992 — 1997
BA
University of Kansas 1992 — 1997
Bachelors
David Parmacek David Parmacek's Wells Fargo Experience 2004 - 2006
Job Director of Operations/Sales at Woodlyn Inc.
Industry Medical Devices
Experience
Woodlyn Inc. August 2012 - Present
Trek Freight Services, LLC August 2006 - August 2012
Wells Fargo 2004 - 2006
The Great Escape/Chicago Home Fitness 2001 - 2004
Chicago Mercantile Exchange August 1988 - December 2001
Skills
Medical Devices, Operations Management, Logistics, Transportation, LTL, Customer Service, Team Building, Freight, Increased Profitability, 3PL, Pricing, Contract Negotiation, Container, Inventory Management, Transportation..., Logistics Management, Process Improvement, Truckload, Supply Chain, International Logistics, Flatbed, Employee Management, Trucking, Supply Chain Management, Supply Chain..., Reverse Logistics, Warehouse Management, Customs Regulations, Purchasing, Forecasting, Cross-functional Team..., Shipping, Supply Chain Operations, Inventory Control, Warehousing, Distribution Center..., Freight Forwarding, Ocean, Demand Planning, Strategic Sourcing, P&L Management, Air Freight, Supply Management, Materials Management, Increasing Operational..., Increase Productivity, Troubleshooting, Fleet Management, Import, Ophthalmics
Education
DePaul University
University of Wisconsin-Madison
HPHS
Woodlyn Inc. August 2012 - Present
Trek Freight Services, LLC August 2006 - August 2012
Wells Fargo 2004 - 2006
The Great Escape/Chicago Home Fitness 2001 - 2004
Chicago Mercantile Exchange August 1988 - December 2001
Skills
Medical Devices, Operations Management, Logistics, Transportation, LTL, Customer Service, Team Building, Freight, Increased Profitability, 3PL, Pricing, Contract Negotiation, Container, Inventory Management, Transportation..., Logistics Management, Process Improvement, Truckload, Supply Chain, International Logistics, Flatbed, Employee Management, Trucking, Supply Chain Management, Supply Chain..., Reverse Logistics, Warehouse Management, Customs Regulations, Purchasing, Forecasting, Cross-functional Team..., Shipping, Supply Chain Operations, Inventory Control, Warehousing, Distribution Center..., Freight Forwarding, Ocean, Demand Planning, Strategic Sourcing, P&L Management, Air Freight, Supply Management, Materials Management, Increasing Operational..., Increase Productivity, Troubleshooting, Fleet Management, Import, Ophthalmics
Education
DePaul University
University of Wisconsin-Madison
HPHS
Coralia Frias-Akins Coralia Frias-Akins's Wells Fargo Experience August 2009 - April 2010
Job VP Project Manager at Bank of America
Industry Information Technology and Services
Experience
Bank of America May 2013 - Present
TIAA-CREF with Randstad January 2013 - May 2013
Sherpa November 2010 - November 2012
Sustainable Technology Solutions, Inc. March 2010 - October 2010
Wells Fargo August 2009 - April 2010
Wachovia Bank October 2008 - August 2009
Wachovia Bank November 2006 - October 2008
Del Monte Fresh Produce September 2005 - September 2006
ABN AMRO Bank 1998 - 2005
Salomon Smith Barney October 1995 - December 1997
Skills
Project Management, Process Improvement, SDLC, Program Management, Change Management, PMO, Risk Management, ITIL, Business Process, Integration, Business Intelligence, IT Service Management, Management, CRM, Leadership, Strategy, Governance, Software Documentation, Business Analysis, Analysis, Project Planning, Business Process..., Requirements Analysis, Software Development, Strategic Planning, Vendor Management
Education
DePaul University 2001 — 2005
Bank of America May 2013 - Present
TIAA-CREF with Randstad January 2013 - May 2013
Sherpa November 2010 - November 2012
Sustainable Technology Solutions, Inc. March 2010 - October 2010
Wells Fargo August 2009 - April 2010
Wachovia Bank October 2008 - August 2009
Wachovia Bank November 2006 - October 2008
Del Monte Fresh Produce September 2005 - September 2006
ABN AMRO Bank 1998 - 2005
Salomon Smith Barney October 1995 - December 1997
Skills
Project Management, Process Improvement, SDLC, Program Management, Change Management, PMO, Risk Management, ITIL, Business Process, Integration, Business Intelligence, IT Service Management, Management, CRM, Leadership, Strategy, Governance, Software Documentation, Business Analysis, Analysis, Project Planning, Business Process..., Requirements Analysis, Software Development, Strategic Planning, Vendor Management
Education
DePaul University 2001 — 2005
Rick Dudek Rick Dudek's Wells Fargo Experience September 2014 - Present
Job Regional ManagerChicago Business Banking Division at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo September 2014 - Present
Wells Fargo November 2012 - September 2014
Wells Fargo Bank January 2011 - November 2012
Wintrust Financial October 2007 - August 2010
Fifth Third Bank January 2001 - January 2007
National City Bank January 1997 - January 2001
Harris Bank 1984 - 1987
Northern Trust Company 1979 - 1984
Skills
Commercial Banking, Credit Analysis, Mergers and Acquisitions, Strategic Partnerships, SBA 7A and 504 Programs, Debt Restructuring, Business Relationship...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1979 — 1982
MBA, Finance & Marketing
DePaul University 1973 — 1977
Bachelor of Commerce (B.Com.), Banking, Corporate, Finance, and Securities Law
Holy Cross High School 1969 — 1973
Northern Trust Corporation
Wells Fargo September 2014 - Present
Wells Fargo November 2012 - September 2014
Wells Fargo Bank January 2011 - November 2012
Wintrust Financial October 2007 - August 2010
Fifth Third Bank January 2001 - January 2007
National City Bank January 1997 - January 2001
Harris Bank 1984 - 1987
Northern Trust Company 1979 - 1984
Skills
Commercial Banking, Credit Analysis, Mergers and Acquisitions, Strategic Partnerships, SBA 7A and 504 Programs, Debt Restructuring, Business Relationship...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1979 — 1982
MBA, Finance & Marketing
DePaul University 1973 — 1977
Bachelor of Commerce (B.Com.), Banking, Corporate, Finance, and Securities Law
Holy Cross High School 1969 — 1973
Northern Trust Corporation
Brian W. Riley Brian W. Riley's Wells Fargo Experience February 2004 - March 2007
Job Vice President Product Sales at Bank of America Merrill Lynch | Global Banking and Markets
Industry Financial Services
Experience
Bank of America Merrill Lynch Global Banking & Markets March 2015 - Present
Commercial Banking Financial Institution July 2014 - February 2015
Fifth Third Bank April 2007 - June 2014
Wells Fargo February 2004 - March 2007
Mizuho Corporate Bank January 1986 - March 2003
American National Bank & Trust Co. of Chicago 1984 - 1985
Edward Jones 1983 - 1984
Skills
Letters Of Credit, Banking, Investments, Payments, EFT, Derivatives, Commercial Banking, Credit, Financial Services, Relationship Management, Financial Institutions, Fixed Income, Funding, Credit Analysis, Letters of Credit, Treasury Management, Management, Portfolio Management, Cash Management, Capital Markets, Financial Structuring, Underwriting, Commercial Lending, Loans
Education
Washington University in St. Louis
Master of Business Administration (M.B.A.), Capital Markets Banking Corporate Finance
DePauw University
BA, Economics
Greencastle High School
Bank of America Merrill Lynch Global Banking & Markets March 2015 - Present
Commercial Banking Financial Institution July 2014 - February 2015
Fifth Third Bank April 2007 - June 2014
Wells Fargo February 2004 - March 2007
Mizuho Corporate Bank January 1986 - March 2003
American National Bank & Trust Co. of Chicago 1984 - 1985
Edward Jones 1983 - 1984
Skills
Letters Of Credit, Banking, Investments, Payments, EFT, Derivatives, Commercial Banking, Credit, Financial Services, Relationship Management, Financial Institutions, Fixed Income, Funding, Credit Analysis, Letters of Credit, Treasury Management, Management, Portfolio Management, Cash Management, Capital Markets, Financial Structuring, Underwriting, Commercial Lending, Loans
Education
Washington University in St. Louis
Master of Business Administration (M.B.A.), Capital Markets Banking Corporate Finance
DePauw University
BA, Economics
Greencastle High School
Peter Lampros, MBA's Wells Fargo Experience January 2004 - January 2006
Job HSBC
Industry Real Estate
Experience
HSBC 2012 - Present
US Army January 2007 - January 2010
Wells Fargo January 2004 - January 2006
CBRE January 2001 - January 2003
Skills
Real Estate Development, Financial Modeling, Property Management, Leases, Property, Loans, Financial Statements, Tenant, Asset Managment, Real Estate, Valuation, Investments, Real Estate Economics, Due Diligence, Finance, Financial Analysis, Real Estate Transactions, Corporate Real Estate, Investment Properties, Leadership, Underwriting, Budgets, Asset Management, Management, Strategic Planning, Analysis
Education
University of Illinois at Chicago 2010 — 2011
Master of Business Administration (M.B.A.)
DePaul University 2000 — 2001
Bachelor of Arts (BA), History
HSBC 2012 - Present
US Army January 2007 - January 2010
Wells Fargo January 2004 - January 2006
CBRE January 2001 - January 2003
Skills
Real Estate Development, Financial Modeling, Property Management, Leases, Property, Loans, Financial Statements, Tenant, Asset Managment, Real Estate, Valuation, Investments, Real Estate Economics, Due Diligence, Finance, Financial Analysis, Real Estate Transactions, Corporate Real Estate, Investment Properties, Leadership, Underwriting, Budgets, Asset Management, Management, Strategic Planning, Analysis
Education
University of Illinois at Chicago 2010 — 2011
Master of Business Administration (M.B.A.)
DePaul University 2000 — 2001
Bachelor of Arts (BA), History
Bryen Zimmerman, CTP Bryen Zimmerman, CTP's Wells Fargo Experience June 2015 - Present
Job Product Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2015 - Present
Royal Bank of Scotland March 2012 - June 2015
Royal Bank of Scotland Group January 2010 - June 2013
Royal Bank of Scotland June 2010 - March 2012
Royal Bank of Scotland Group November 2008 - June 2010
Deutsche Bank AG July 2007 - November 2008
ABN AMRO Bank N.V. October 2006 - July 2007
ABN AMRO Bank N.V. September 2003 - October 2006
U.S. Bank May 1997 - September 2003
TCF Bank 1994 - 1997
Skills
Trade Finance, Cash Management, Transaction Banking, Letters Of Credit, Banking Operations, Guarantees, Trade Services, Liquidity Management, Supply Chain Finance, Financial Transactions, Commercial Banking, Letters of Credit, Banking, Core Banking, SWIFT payments, Credit Risk, Treasury Management, Financial Risk, Operational Risk, Loans, Payments, KYC, AML, Structured Finance, Credit Analysis, Finance, Branch Banking, Financial Institutions, Credit, FX Options, Retail Banking, Portfolio Management, Investment Banking, Trading
Education
DePaul University 2005 — 2007
Wells Fargo June 2015 - Present
Royal Bank of Scotland March 2012 - June 2015
Royal Bank of Scotland Group January 2010 - June 2013
Royal Bank of Scotland June 2010 - March 2012
Royal Bank of Scotland Group November 2008 - June 2010
Deutsche Bank AG July 2007 - November 2008
ABN AMRO Bank N.V. October 2006 - July 2007
ABN AMRO Bank N.V. September 2003 - October 2006
U.S. Bank May 1997 - September 2003
TCF Bank 1994 - 1997
Skills
Trade Finance, Cash Management, Transaction Banking, Letters Of Credit, Banking Operations, Guarantees, Trade Services, Liquidity Management, Supply Chain Finance, Financial Transactions, Commercial Banking, Letters of Credit, Banking, Core Banking, SWIFT payments, Credit Risk, Treasury Management, Financial Risk, Operational Risk, Loans, Payments, KYC, AML, Structured Finance, Credit Analysis, Finance, Branch Banking, Financial Institutions, Credit, FX Options, Retail Banking, Portfolio Management, Investment Banking, Trading
Education
DePaul University 2005 — 2007
Rich Munson NMLSR 487691 Rich Munson NMLSR 487691's Wells Fargo Experience 2008 - Present
Job REO / Renovation Lending
Industry Financial Services
Experience
Wells Fargo Home Mortgage 2008 - Present
Wells Fargo 2008 - Present
Allstar Mortgage August 2006 - August 2008
Anchor Mortgage 1996 - 2006
Skills
REO, Purchase, Loans, FHA, Foreclosures, Mortgage Lending, Real Estate, Home, Investment Properties, Short Sales, Investments, Investors, First Time Home Buyers, Sellers, FHA financing, Finance, Buyers, Property
Education
DePauw University 1977 — 1981
BA, History Economics
Wells Fargo Home Mortgage 2008 - Present
Wells Fargo 2008 - Present
Allstar Mortgage August 2006 - August 2008
Anchor Mortgage 1996 - 2006
Skills
REO, Purchase, Loans, FHA, Foreclosures, Mortgage Lending, Real Estate, Home, Investment Properties, Short Sales, Investments, Investors, First Time Home Buyers, Sellers, FHA financing, Finance, Buyers, Property
Education
DePauw University 1977 — 1981
BA, History Economics
Calvin Ward Calvin Ward's Wells Fargo Experience April 2014 - Present
Job Senior Vice President, Senior Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2014 - Present
Wells Fargo Bank May 2004 - April 2014
Cascade United Methodist Church January 2011 - December 2013
Fulton County Schools (Sandtown Middle School) August 2010 - May 2012
Cascade United Methodist Church January 2009 - December 2010
Fulton County Schools (Stonewall Tell Elementary) August 2008 - May 2010
Northern Trust Bank March 1999 - April 2004
Northern Trust Bank May 1998 - March 1999
Northern Trust Bank May 1991 - March 1999
Northern Trust Bank January 1984 - May 1991
Skills
Banking, Leadership, Loans, Credit, Credit Analysis, Financial Services, Finance, Cash Flow, Equities, Commercial Banking, Portfolio Management, Asset Management, Financial Advisory, Management, Treasury Management, Risk Management, Business Development, Commercial Lending, Program Management, Executive Management, Recruiting, Relationship Management, Mortgage Lending, Strategic Planning, Negotiation, Strategy, Cash Management, Marketing, Selling, Fixed Income, Investments, Financial Analysis, Asset Allocation, Strategic Financial..., Series 7, Financial Modeling, Wealth Management, Underwriting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1988 — 1990
MBA, Management and Finance
Illinois State University
Bachelor of Science, Business, Management
Wells Fargo April 2014 - Present
Wells Fargo Bank May 2004 - April 2014
Cascade United Methodist Church January 2011 - December 2013
Fulton County Schools (Sandtown Middle School) August 2010 - May 2012
Cascade United Methodist Church January 2009 - December 2010
Fulton County Schools (Stonewall Tell Elementary) August 2008 - May 2010
Northern Trust Bank March 1999 - April 2004
Northern Trust Bank May 1998 - March 1999
Northern Trust Bank May 1991 - March 1999
Northern Trust Bank January 1984 - May 1991
Skills
Banking, Leadership, Loans, Credit, Credit Analysis, Financial Services, Finance, Cash Flow, Equities, Commercial Banking, Portfolio Management, Asset Management, Financial Advisory, Management, Treasury Management, Risk Management, Business Development, Commercial Lending, Program Management, Executive Management, Recruiting, Relationship Management, Mortgage Lending, Strategic Planning, Negotiation, Strategy, Cash Management, Marketing, Selling, Fixed Income, Investments, Financial Analysis, Asset Allocation, Strategic Financial..., Series 7, Financial Modeling, Wealth Management, Underwriting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1988 — 1990
MBA, Management and Finance
Illinois State University
Bachelor of Science, Business, Management
Will Coakley Will Coakley's Wells Fargo Experience May 2003 - October 2004
Job Customer Contact and Collection Manager SVP at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage March 2014 - Present
Wells Fargo Home Mortgage August 2012 - March 2014
Wells Fargo Home Equity October 2010 - March 2014
Wells Fargo Auto Finance August 2006 - August 2011
Wells Fargo Auto Finance October 2004 - July 2006
Wells Fargo May 2003 - October 2004
Wells Fargo September 1999 - May 2003
Skills
Credit, Customer Relations, Vendor Management, Credit Analysis, Underwriting, Loans, Banking, Risk Management, Call Center, P&L Management, Loss Mitigation, Bankruptcy, Mortgage, Mortgage Lending, Customer Service, Process Improvement, Strategic Financial..., Finance, Mortgage Servicing, Asset Management, Investments, Leadership, Portfolio Management, Credit Risk, Financial Services, Commercial Lending, Relationship Management, Call Centers, Consumer Lending, Management, Mergers & Acquisitions, Financial Analysis, Credit Cards, Executive Management, Financial Risk, Loan Origination, Mortgage Banking, Small Business Lending, Commercial Banking, Due Diligence, Refinance, Cash Management, FHA, Retail Banking, Residential Mortgages, Insurance, Loan Servicing, Cross Selling, Sales, Securities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2002
MBA, Finance
Northern Illinois University 1986 — 1990
BS, Economics
Wells Fargo Home Mortgage March 2014 - Present
Wells Fargo Home Mortgage August 2012 - March 2014
Wells Fargo Home Equity October 2010 - March 2014
Wells Fargo Auto Finance August 2006 - August 2011
Wells Fargo Auto Finance October 2004 - July 2006
Wells Fargo May 2003 - October 2004
Wells Fargo September 1999 - May 2003
Skills
Credit, Customer Relations, Vendor Management, Credit Analysis, Underwriting, Loans, Banking, Risk Management, Call Center, P&L Management, Loss Mitigation, Bankruptcy, Mortgage, Mortgage Lending, Customer Service, Process Improvement, Strategic Financial..., Finance, Mortgage Servicing, Asset Management, Investments, Leadership, Portfolio Management, Credit Risk, Financial Services, Commercial Lending, Relationship Management, Call Centers, Consumer Lending, Management, Mergers & Acquisitions, Financial Analysis, Credit Cards, Executive Management, Financial Risk, Loan Origination, Mortgage Banking, Small Business Lending, Commercial Banking, Due Diligence, Refinance, Cash Management, FHA, Retail Banking, Residential Mortgages, Insurance, Loan Servicing, Cross Selling, Sales, Securities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2002
MBA, Finance
Northern Illinois University 1986 — 1990
BS, Economics
Rachael Crane Rachael Crane's Wells Fargo Experience CRM ConsultantBMOOctober 2007 - February 2009
Job Business Systems Consultant
Industry Information Technology and Services
Experience
Wells Fargo CRM ConsultantBMOOctober 2007 - February 2009
Accenture 1999 - 2007
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance and Change Management
Loyola University Chicago 1995 — 1999
Dowling Catholic 1991 — 1995
Wells Fargo CRM ConsultantBMOOctober 2007 - February 2009
Accenture 1999 - 2007
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance and Change Management
Loyola University Chicago 1995 — 1999
Dowling Catholic 1991 — 1995
Jeff Gustafson's Wells Fargo Experience 2006 - 2008
Job
Industry Financial Services
Experience
Sagemark Consulting July 2011 - Present
LPL Financial - Turning Leaf Financial Group April 2009 - July 2011
Wells Fargo 2006 - 2008
Vpacket Communications 2001 - 2003
Ascend Communcations/Lucent Technologies 1998 - 2001
Ascend Communications 1997 - 1999
Bay Networks 1994 - 1997
Digital Equipment Corporation 1987 - 1994
Skills
Management, Investments, Finance, Financial Planning, Sales, Retirement, Securities, Start-ups, Marketing, Estate Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1983 — 1986
MBA
University of Colorado Boulder - Leeds School of Business 1975 — 1979
BS
Sagemark Consulting July 2011 - Present
LPL Financial - Turning Leaf Financial Group April 2009 - July 2011
Wells Fargo 2006 - 2008
Vpacket Communications 2001 - 2003
Ascend Communcations/Lucent Technologies 1998 - 2001
Ascend Communications 1997 - 1999
Bay Networks 1994 - 1997
Digital Equipment Corporation 1987 - 1994
Skills
Management, Investments, Finance, Financial Planning, Sales, Retirement, Securities, Start-ups, Marketing, Estate Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1983 — 1986
MBA
University of Colorado Boulder - Leeds School of Business 1975 — 1979
BS
Lorna Gleason Lorna Gleason's Wells Fargo Experience January 2009 - August 2010
Job Senior Vice President at UMB Bank
Industry Banking
Experience
UMB Bank November 2010 - Present
Financial Assets Advisors, L.L.C. August 2010 - Present
Wells Fargo January 2009 - August 2010
2008 - 2009 June 2009 - June 2010
GMAC - RFC January 2001 - January 2007
GMAC Res Cap 1990 - 2007
GMAC ResCap 1990 - 2007
Business Capital Group January 1999 - January 2001
GMAC-RFC January 1990 - January 1999
Dorsey and Whitney, LLC January 1981 - January 1990
Skills
Mortgage Lending, Finance, Mergers & Acquisitions, Portfolio Management, Underwriting, Management, Structured Finance, Loans, Mortgage Banking, Business Development, Securitization, Credit, Strategic Planning, Due Diligence, New Business Development, Real Estate, Asset Management, Funding, Risk Management, MBS, Mergers, Capital Markets
Education
Wayne State University Law School 1978 — 1981
JD, Law
Denison University 1974 — 1978
Bachelor of Arts, Political Science
Wayne State University Law School. Member of the Law Review
Juris Doctorate
UMB Bank November 2010 - Present
Financial Assets Advisors, L.L.C. August 2010 - Present
Wells Fargo January 2009 - August 2010
2008 - 2009 June 2009 - June 2010
GMAC - RFC January 2001 - January 2007
GMAC Res Cap 1990 - 2007
GMAC ResCap 1990 - 2007
Business Capital Group January 1999 - January 2001
GMAC-RFC January 1990 - January 1999
Dorsey and Whitney, LLC January 1981 - January 1990
Skills
Mortgage Lending, Finance, Mergers & Acquisitions, Portfolio Management, Underwriting, Management, Structured Finance, Loans, Mortgage Banking, Business Development, Securitization, Credit, Strategic Planning, Due Diligence, New Business Development, Real Estate, Asset Management, Funding, Risk Management, MBS, Mergers, Capital Markets
Education
Wayne State University Law School 1978 — 1981
JD, Law
Denison University 1974 — 1978
Bachelor of Arts, Political Science
Wayne State University Law School. Member of the Law Review
Juris Doctorate
Richard Voelbel, J.D. Richard Voelbel, J.D.'s Wells Fargo Experience 2001 - 2003
Job Attorney at Felhaber Larson Fenlon & Vogt | Commercial Litigation | Employment Law
Industry Law Practice
Experience
Felhaber Larson Fenlon & Vogt September 2006 - Present
Wells Fargo 2001 - 2003
Skills
Commercial Litigation, Employment Law, Dispute Resolution, Litigation Support, Leases, Legal Research, Breach Of Contract, Civil Litigation, Legal Writing, Appeals, Arbitration, Trials, Construction Law, Commercial Real Estate, Litigation
Education
William Mitchell College of Law 2003 — 2006
J.D., Law
DePauw University 1997 — 2001
B.S., Political Science
Felhaber Larson Fenlon & Vogt September 2006 - Present
Wells Fargo 2001 - 2003
Skills
Commercial Litigation, Employment Law, Dispute Resolution, Litigation Support, Leases, Legal Research, Breach Of Contract, Civil Litigation, Legal Writing, Appeals, Arbitration, Trials, Construction Law, Commercial Real Estate, Litigation
Education
William Mitchell College of Law 2003 — 2006
J.D., Law
DePauw University 1997 — 2001
B.S., Political Science
Valerie Baxendale Valerie Baxendale's Wells Fargo Experience 2005 - 2010
Job SVP Senior Compliance Manager Corporate Banking Group at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation March 2015 - Present
Wolters Kluwer Financial Services August 2014 - October 2014
EverBank December 2010 - July 2014
Wells Fargo 2005 - 2010
Driehaus Capital Management May 2003 - October 2004
Vedder Price, P.C. 2002 - 2003
Sidley Austin 1997 - 1999
Skills
Risk Management, Retail Banking, Securities, Microsoft Excel, Corporate Law, Mutual Funds, Leadership, Investments, Equities, Bonds, Banking, AML, Financial Services
Education
DePaul University College of Law 1998 — 2001
Juris Doctor (J.D.), Law
Indiana University Bloomington
BA, Psychology, Sociology
Indiana University Bloomington
MBA, Economics, Investment
Regions Financial Corporation March 2015 - Present
Wolters Kluwer Financial Services August 2014 - October 2014
EverBank December 2010 - July 2014
Wells Fargo 2005 - 2010
Driehaus Capital Management May 2003 - October 2004
Vedder Price, P.C. 2002 - 2003
Sidley Austin 1997 - 1999
Skills
Risk Management, Retail Banking, Securities, Microsoft Excel, Corporate Law, Mutual Funds, Leadership, Investments, Equities, Bonds, Banking, AML, Financial Services
Education
DePaul University College of Law 1998 — 2001
Juris Doctor (J.D.), Law
Indiana University Bloomington
BA, Psychology, Sociology
Indiana University Bloomington
MBA, Economics, Investment
Salwa Rahim-Dillard Salwa Rahim-Dillard's Wells Fargo Experience January 2011 - July 2013
Job D&I Strategies | Reputation/Brand | Corporate Responsibility | Talent Management
Industry Human Resources
Experience
U.S. Cellular 2013 - Present
U.S. Cellular 2013 - Present
Governors State University 2013 - 2015
Wells Fargo January 2011 - July 2013
Wells Fargo January 2011 - July 2013
Accurate Mortgage Corporation 1999 - 2010
Minority Economic Resources Corp. 1995 - 1999
Skills
Recruiting, Strategic Planning, Banking, Business Development, Human Resources, Strategy, Management, Change Management, Sales, Marketing, Program Management, Finance, Analysis, Process Improvement, Business Strategy, Project Management, Employee Engagement, Public Speaking, Policy, Credit, Negotiation, Time Management, Leadership, Diversity, Instructional Design, Community Development, Workshop Facilitation, Strategic Communications, Equality, Organizational..., Program Development, Leadership Development, Training, Consulting
Education
Dartmouth College - The Tuck School of Business at Dartmouth
Executive Education
Governors State University
Master of Arts, Human Performance & Training, Summa Cum Laude - 4.0/4.0 GPA
DePaul University
Bachelor of Arts, Entrepreneurship and Vocal Performance, Summa Cum Laude
U.S. Cellular 2013 - Present
U.S. Cellular 2013 - Present
Governors State University 2013 - 2015
Wells Fargo January 2011 - July 2013
Wells Fargo January 2011 - July 2013
Accurate Mortgage Corporation 1999 - 2010
Minority Economic Resources Corp. 1995 - 1999
Skills
Recruiting, Strategic Planning, Banking, Business Development, Human Resources, Strategy, Management, Change Management, Sales, Marketing, Program Management, Finance, Analysis, Process Improvement, Business Strategy, Project Management, Employee Engagement, Public Speaking, Policy, Credit, Negotiation, Time Management, Leadership, Diversity, Instructional Design, Community Development, Workshop Facilitation, Strategic Communications, Equality, Organizational..., Program Development, Leadership Development, Training, Consulting
Education
Dartmouth College - The Tuck School of Business at Dartmouth
Executive Education
Governors State University
Master of Arts, Human Performance & Training, Summa Cum Laude - 4.0/4.0 GPA
DePaul University
Bachelor of Arts, Entrepreneurship and Vocal Performance, Summa Cum Laude
Jim Cadenhead Jim Cadenhead's Wells Fargo Experience April 2009 - July 2014
Job Sales and Channel Advisor
Industry
Alex Adamic's Wells Fargo Experience June 2014 - September 2014
Job Investment Banking Analyst at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial May 2015 - Present
Morgan Stanley October 2012 - April 2015
Wells Fargo June 2014 - September 2014
Goldman Sachs June 2013 - August 2013
Shepard Schwartz & Harris LLP December 2011 - September 2012
Education
DePaul University 2011 — 2015
Bachelor of Science (B.S.)
Mesirow Financial May 2015 - Present
Morgan Stanley October 2012 - April 2015
Wells Fargo June 2014 - September 2014
Goldman Sachs June 2013 - August 2013
Shepard Schwartz & Harris LLP December 2011 - September 2012
Education
DePaul University 2011 — 2015
Bachelor of Science (B.S.)
Blake Nauman Blake Nauman's Wells Fargo Experience April 2008 - August 2010
Job Middle Donor Officer at Denver Rescue Mission
Industry Nonprofit Organization Management
Experience
Denver Rescue Mission June 2015 - Present
Colorado MicroFinance Alliance 2013 - Present
First Presbyterian Church, Boulder Colorado February 2012 - June 2015
Servant Partners April 2011 - February 2013
Wells Fargo April 2008 - August 2010
Skills
Economic Development, Microfinance, Empowerment, Social Enterprise, Savings and Credit..., Marketing Communications, Social Media, Microsoft Excel, Fundraising, Short Term Missions, Organization, Department Budgeting, Event Planning, Training, Community Outreach, Customer Service
Education
Denver Seminary 2013 — 2016
Masters of Arts in Justice and Missions, Development Economics and International Development
University of Colorado at Boulder - Leeds School of Business 2005 — 2009
Bachelors in Business Science, Finance
Denver Rescue Mission June 2015 - Present
Colorado MicroFinance Alliance 2013 - Present
First Presbyterian Church, Boulder Colorado February 2012 - June 2015
Servant Partners April 2011 - February 2013
Wells Fargo April 2008 - August 2010
Skills
Economic Development, Microfinance, Empowerment, Social Enterprise, Savings and Credit..., Marketing Communications, Social Media, Microsoft Excel, Fundraising, Short Term Missions, Organization, Department Budgeting, Event Planning, Training, Community Outreach, Customer Service
Education
Denver Seminary 2013 — 2016
Masters of Arts in Justice and Missions, Development Economics and International Development
University of Colorado at Boulder - Leeds School of Business 2005 — 2009
Bachelors in Business Science, Finance
Angelica Cruz Angelica Cruz's Wells Fargo Experience January 2008 - January 2009
Job Manager Loan Service Processing
Industry Financial Services
Experience
Fay Servicing January 2013 - Present
Wells Fargo Home Mortgage November 2010 - May 2012
UNO February 2009 - April 2010
Wells Fargo January 2008 - January 2009
Countrywide Home Loans November 2003 - January 2008
Citibank December 2001 - November 2003
Skills
FHA, Loan Origination, Mortgage Lending, Residential Mortgages, Banking, VA loans, Credit, Loans, Refinance, USDA, FHA financing, Reverse Mortgages, Mortgage Underwriting, REO, Foreclosures, Government Loans, Certified Mortgage..., Commercial Mortgages, Construction Loans, FHA Financing, Mortgage Servicing, VA Loans, Credit Analysis, Sales, Underwriting, Finance, Real Estate Financing
Education
DePaul University 2010 — 2013
Fay Servicing January 2013 - Present
Wells Fargo Home Mortgage November 2010 - May 2012
UNO February 2009 - April 2010
Wells Fargo January 2008 - January 2009
Countrywide Home Loans November 2003 - January 2008
Citibank December 2001 - November 2003
Skills
FHA, Loan Origination, Mortgage Lending, Residential Mortgages, Banking, VA loans, Credit, Loans, Refinance, USDA, FHA financing, Reverse Mortgages, Mortgage Underwriting, REO, Foreclosures, Government Loans, Certified Mortgage..., Commercial Mortgages, Construction Loans, FHA Financing, Mortgage Servicing, VA Loans, Credit Analysis, Sales, Underwriting, Finance, Real Estate Financing
Education
DePaul University 2010 — 2013
Kevin Ehinger Kevin Ehinger's Wells Fargo Experience March 2005 - March 2006
Job VP, Market Operations at C2FO
Industry Financial Services
Experience
C2FO November 2014 - Present
Do it Best Corp. November 2012 - October 2014
United Way of Allen County April 2012 - October 2014
Do it Best Corp. March 2006 - November 2012
Wells Fargo March 2005 - March 2006
Tower Bank & Trust Co. August 2004 - March 2005
Skills
Credit Analysis, Banking, Financial Analysis, Finance, Credit, Competitive Analysis, Risk Management, Forecasting, Financial Risk, Leadership, Management, Strategic Planning
Education
DePauw University 2000 — 2004
Economics
C2FO November 2014 - Present
Do it Best Corp. November 2012 - October 2014
United Way of Allen County April 2012 - October 2014
Do it Best Corp. March 2006 - November 2012
Wells Fargo March 2005 - March 2006
Tower Bank & Trust Co. August 2004 - March 2005
Skills
Credit Analysis, Banking, Financial Analysis, Finance, Credit, Competitive Analysis, Risk Management, Forecasting, Financial Risk, Leadership, Management, Strategic Planning
Education
DePauw University 2000 — 2004
Economics
Cory Dawkins Cory Dawkins's Wells Fargo Experience March 2010 - August 2011
Job Retirement Income Planner, Insurance Advisor, Financial Accountability Partner, Financial & Investment Advisor
Industry Financial Services
Experience
Dawkins Financial Services May 2015 - Present
Lincoln Financial Securities May 2014 - Present
First Heartland Financial Group May 2014 - May 2015
Waddell & Reed August 2011 - May 2014
Wells Fargo March 2010 - August 2011
Technisource March 2010 - August 2011
Self Employed January 2010 - April 2010
Wellmark Blue Cross Blue Shield October 2006 - January 2010
Wellmark July 2006 - October 2006
Wellmark October 2001 - July 2006
Skills
Financial Services, Customer Service, Requirements Gathering, Retirement Planning, Insurance, Requirements Analysis, Problem Solving, Life & Health Insurance..., Series 7, Series 66, Health Insurance, Networking, Change Management, Marketing, Process Improvement, Information Technology, Leadership, Vendor Management, Business Analysis, Project Management, Information Security, Management, Customer Satisfaction, Program Management, Team Leadership, Analysis, Business Process..., Risk Management, Six Sigma, Consulting, Team Building, Strategic Planning, Sales
Education
Iowa State University 1995 — 1999
Management Information Systems, Minor in Philosophy
Des Moines Area Community College 1993 — 1995
AS, Associates of Science
Boone High School, Iowa 1990 — 1993
Diploma, General Education
Dawkins Financial Services May 2015 - Present
Lincoln Financial Securities May 2014 - Present
First Heartland Financial Group May 2014 - May 2015
Waddell & Reed August 2011 - May 2014
Wells Fargo March 2010 - August 2011
Technisource March 2010 - August 2011
Self Employed January 2010 - April 2010
Wellmark Blue Cross Blue Shield October 2006 - January 2010
Wellmark July 2006 - October 2006
Wellmark October 2001 - July 2006
Skills
Financial Services, Customer Service, Requirements Gathering, Retirement Planning, Insurance, Requirements Analysis, Problem Solving, Life & Health Insurance..., Series 7, Series 66, Health Insurance, Networking, Change Management, Marketing, Process Improvement, Information Technology, Leadership, Vendor Management, Business Analysis, Project Management, Information Security, Management, Customer Satisfaction, Program Management, Team Leadership, Analysis, Business Process..., Risk Management, Six Sigma, Consulting, Team Building, Strategic Planning, Sales
Education
Iowa State University 1995 — 1999
Management Information Systems, Minor in Philosophy
Des Moines Area Community College 1993 — 1995
AS, Associates of Science
Boone High School, Iowa 1990 — 1993
Diploma, General Education
April Owen's Wells Fargo Experience May 2012 - September 2014
Job Studio Manager at Iowa Reclaimed Floors
Industry Design
Experience
Iowa Reclaimed Floors August 2015 - Present
Affordable Drain - Jet Surge of Iowa January 2014 - Present
Interior Design Group / Trieste September 2014 - August 2015
Wells Fargo May 2012 - September 2014
Wells Fargo March 2011 - May 2012
Wells Fargo Home Equity January 2010 - March 2011
Wells Fargo Home Mortgage February 2009 - October 2009
RE/MAX Real Estate Concepts March 2007 - February 2009
Skills
Outstanding time..., Proactive self-starter, Networking, Customer Retention, Organized Multi-tasker, Adept problem-solver, Space-planning, Event Planning, Home Staging, Sales Order Processing, Team Building, Employee Training, Microsoft Office, Transaction Coordination, Web Design, Social Media Marketing, Social Media..., Time Management, Customer Service
Education
Kirkwood Community College 2003 — 2004
Associate's Degree, Interior Design & Marketing
Des Moines Area Community College 2014 — 2016
Associate's Degree, Marketing
Central Campus 2001 — 2003
Radio and Television Broadcasting
Iowa Reclaimed Floors August 2015 - Present
Affordable Drain - Jet Surge of Iowa January 2014 - Present
Interior Design Group / Trieste September 2014 - August 2015
Wells Fargo May 2012 - September 2014
Wells Fargo March 2011 - May 2012
Wells Fargo Home Equity January 2010 - March 2011
Wells Fargo Home Mortgage February 2009 - October 2009
RE/MAX Real Estate Concepts March 2007 - February 2009
Skills
Outstanding time..., Proactive self-starter, Networking, Customer Retention, Organized Multi-tasker, Adept problem-solver, Space-planning, Event Planning, Home Staging, Sales Order Processing, Team Building, Employee Training, Microsoft Office, Transaction Coordination, Web Design, Social Media Marketing, Social Media..., Time Management, Customer Service
Education
Kirkwood Community College 2003 — 2004
Associate's Degree, Interior Design & Marketing
Des Moines Area Community College 2014 — 2016
Associate's Degree, Marketing
Central Campus 2001 — 2003
Radio and Television Broadcasting
Sarah Knoerl Sarah Knoerl's Wells Fargo Experience June 2015 - Present
Job Financial Analyst Intern at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2015 - Present
DePaul University January 2013 - Present
Wells Fargo September 2014 - June 2015
Wells Fargo June 2014 - August 2014
Cushman & Wakefield December 2013 - December 2013
Skills
Microsoft Office, Social Networking, Time Management, PowerPoint, Accountability, Microsoft Word, Research, Databases, Critical Thinking, Microsoft Excel, Finance, Underwriting, Financial Analysis
Education
DePaul University 2012 — 2016
Bachelor of Science (B.S.), Finance and Minor in Information Technology
Wells Fargo June 2015 - Present
DePaul University January 2013 - Present
Wells Fargo September 2014 - June 2015
Wells Fargo June 2014 - August 2014
Cushman & Wakefield December 2013 - December 2013
Skills
Microsoft Office, Social Networking, Time Management, PowerPoint, Accountability, Microsoft Word, Research, Databases, Critical Thinking, Microsoft Excel, Finance, Underwriting, Financial Analysis
Education
DePaul University 2012 — 2016
Bachelor of Science (B.S.), Finance and Minor in Information Technology
Thomas Vass Thomas Vass's Wells Fargo Experience January 2004 - November 2004
Job Global Marketing, State Street Global Advisors
Industry Marketing and Advertising
Experience
State Street Global Advisors April 2013 - Present
thomslist March 2000 - Present
Visa March 2008 - April 2013
American Automobile Association January 2005 - November 2007
Wells Fargo January 2004 - November 2004
Charles Schwab August 1996 - November 2003
EURO RSCG July 1993 - May 1996
Skills
Brand Management, Strategic Planning, Process Design, Customer Acquisition, Direct Marketing, Segmentation, Integrated Marketing, Marketing Strategy, Product Marketing, Multi-channel Marketing, Marketing Communications, Cross-functional Team..., Leadership, Competitive Analysis, Email Marketing, CRM
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance and International Business
Goethe Institut
German Studies
Western Michigan University
BBA, Marketing
State Street Global Advisors April 2013 - Present
thomslist March 2000 - Present
Visa March 2008 - April 2013
American Automobile Association January 2005 - November 2007
Wells Fargo January 2004 - November 2004
Charles Schwab August 1996 - November 2003
EURO RSCG July 1993 - May 1996
Skills
Brand Management, Strategic Planning, Process Design, Customer Acquisition, Direct Marketing, Segmentation, Integrated Marketing, Marketing Strategy, Product Marketing, Multi-channel Marketing, Marketing Communications, Cross-functional Team..., Leadership, Competitive Analysis, Email Marketing, CRM
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance and International Business
Goethe Institut
German Studies
Western Michigan University
BBA, Marketing
Adrian Johnson's Wells Fargo Experience March 2010 - April 2011
Job Manager, Sr. Infrastructure Architect
Industry Information Technology and Services
Experience
Avanade March 2013 - Present
Tethys Bioscience, Inc. April 2011 - March 2013
ADVANTIS Global Inc. 2010 - 2012
Wells Fargo March 2010 - April 2011
Lockerz, Inc. December 2009 - March 2010
Forest Pharmaceuticals August 2009 - December 2009
Verizon Business June 2009 - August 2009
Asurion Mobile Applications November 2008 - May 2009
Asurion November 2008 - May 2009
Certain Software March 2007 - November 2008
Skills
Virtualization, VMware, Disaster Recovery, Microsoft SQL Server, Data Center, Servers, Cloud Computing, Windows Server, DNS, VMware ESX, SharePoint, Active Directory, SAN, Enterprise Architecture, Solaris, Storage Area Networks, Storage, Linux, VMware Infrastructure, IT Operations, Operating Systems, Network Administration, Unix, NTFS, Vendor Management, High Availability, System Administration, System Architecture, IIS, Powershell, Airwatch, Server Architecture, Integration, Mac OS X, Linux server..., ADSI, WinPE, Server Farms, Network Architecture, Clustering, Architecture, CentOS, Microsoft Exchange, Mobile Device Management, Email, Security, Firewalls, System Deployment, DHCP, Customer Service
Education
DePaul University 1992 — 1993
Computer Science
DeVry University 1989 — 1992
Computer Information Systems
Avanade March 2013 - Present
Tethys Bioscience, Inc. April 2011 - March 2013
ADVANTIS Global Inc. 2010 - 2012
Wells Fargo March 2010 - April 2011
Lockerz, Inc. December 2009 - March 2010
Forest Pharmaceuticals August 2009 - December 2009
Verizon Business June 2009 - August 2009
Asurion Mobile Applications November 2008 - May 2009
Asurion November 2008 - May 2009
Certain Software March 2007 - November 2008
Skills
Virtualization, VMware, Disaster Recovery, Microsoft SQL Server, Data Center, Servers, Cloud Computing, Windows Server, DNS, VMware ESX, SharePoint, Active Directory, SAN, Enterprise Architecture, Solaris, Storage Area Networks, Storage, Linux, VMware Infrastructure, IT Operations, Operating Systems, Network Administration, Unix, NTFS, Vendor Management, High Availability, System Administration, System Architecture, IIS, Powershell, Airwatch, Server Architecture, Integration, Mac OS X, Linux server..., ADSI, WinPE, Server Farms, Network Architecture, Clustering, Architecture, CentOS, Microsoft Exchange, Mobile Device Management, Email, Security, Firewalls, System Deployment, DHCP, Customer Service
Education
DePaul University 1992 — 1993
Computer Science
DeVry University 1989 — 1992
Computer Information Systems
Guodong (Peter) Xie Guodong (Peter) Xie's Wells Fargo Experience July 2015 - August 2015
Job Associate, Decision team at Discover Financial Services
Industry Financial Services
Experience
Discover Financial Services September 2015 - Present
Wells Fargo July 2015 - August 2015
DePaul University June 2014 - November 2014
Barrington Research Associates, Inc. May 2014 - August 2014
DePaul University March 2014 - August 2014
Standard Chartered Bank May 2012 - August 2012
Ever Truth Fund Management Workshop May 2009 - May 2012
MassMutual Financial Group July 2011 - August 2011
China Galaxy Securities Co.Ltd. July 2010 - September 2010
China Securities CO., LTD. July 2009 - September 2009
Skills
Investments, Finance, Portfolio Management, Financial Analysis, Mutual Funds, Analysis, Economics, Investment Management, Microsoft Office, Derivatives, Risk Management, Trading, Investment Strategies, Asset Management, Wealth Management, Banking, Market Analysis, Alternative Investments, Venture Capital, Securities, C++, SAS, SQL, Python
Education
DePaul University 2013 — 2015
Master of Science (MS), Computational Finance, 4.0
Guangdong University of Technology 2008 — 2012
Bachelor's degree, Economics, 3.51
The University of Hong Kong 2011 — 2011
Exchange Student, Financial Analysis
Discover Financial Services September 2015 - Present
Wells Fargo July 2015 - August 2015
DePaul University June 2014 - November 2014
Barrington Research Associates, Inc. May 2014 - August 2014
DePaul University March 2014 - August 2014
Standard Chartered Bank May 2012 - August 2012
Ever Truth Fund Management Workshop May 2009 - May 2012
MassMutual Financial Group July 2011 - August 2011
China Galaxy Securities Co.Ltd. July 2010 - September 2010
China Securities CO., LTD. July 2009 - September 2009
Skills
Investments, Finance, Portfolio Management, Financial Analysis, Mutual Funds, Analysis, Economics, Investment Management, Microsoft Office, Derivatives, Risk Management, Trading, Investment Strategies, Asset Management, Wealth Management, Banking, Market Analysis, Alternative Investments, Venture Capital, Securities, C++, SAS, SQL, Python
Education
DePaul University 2013 — 2015
Master of Science (MS), Computational Finance, 4.0
Guangdong University of Technology 2008 — 2012
Bachelor's degree, Economics, 3.51
The University of Hong Kong 2011 — 2011
Exchange Student, Financial Analysis
James Wolf James Wolf's Wells Fargo Experience May 2011 - February 2012
Job Senior Application Developer at LendingTree
Industry Computer Software
Experience
LendingTree February 2012 - Present
Wells Fargo May 2011 - February 2012
Patient Care Technology Systems Limited September 2008 - June 2011
Unext 1999 - 2001
Skills
.NET, C#, ASP.NET, Microsoft SQL Server, SQL, XML, Databases, Visual Studio, JavaScript, Arduino, WinForms, .net microframework, netduino, Web Services, ASP, WCF, LINQ, Raspberry Pi, WCF Services, MySQL, Kinect, Electronics, Microcontrollers, T-SQL, 3D printing, 3D design, SketchUp, Pebble Watch, Web Development
Education
DePaul University 1998 — 2001
Bachelor's degree, Marketing and Computer Science
UNCC 1993 — 1995
LendingTree February 2012 - Present
Wells Fargo May 2011 - February 2012
Patient Care Technology Systems Limited September 2008 - June 2011
Unext 1999 - 2001
Skills
.NET, C#, ASP.NET, Microsoft SQL Server, SQL, XML, Databases, Visual Studio, JavaScript, Arduino, WinForms, .net microframework, netduino, Web Services, ASP, WCF, LINQ, Raspberry Pi, WCF Services, MySQL, Kinect, Electronics, Microcontrollers, T-SQL, 3D printing, 3D design, SketchUp, Pebble Watch, Web Development
Education
DePaul University 1998 — 2001
Bachelor's degree, Marketing and Computer Science
UNCC 1993 — 1995
Azim Mamdani Azim Mamdani's Wells Fargo Experience October 2011 - October 2012
Job SEO | PPC | Social Media Marketing | Email Marketing | Analytics
Industry Marketing and Advertising
Experience
F2 Med August 2012 - September 2013
Wells Fargo October 2011 - October 2012
Clearwire May 2010 - August 2011
Diversified Restaurant Development & Metro Food Services March 2005 - September 2009
Skills
Email Marketing, Sales, Social Media Marketing, Marketing Strategy, Business Development, SEO, Online Marketing, Web Design, Web Development, Search Engine Ranking, Website Development, Reputation Management, Google Analytics, Web Analytics, Digital Marketing, Franchising
Education
DePaul University 2001 — 2005
F2 Med August 2012 - September 2013
Wells Fargo October 2011 - October 2012
Clearwire May 2010 - August 2011
Diversified Restaurant Development & Metro Food Services March 2005 - September 2009
Skills
Email Marketing, Sales, Social Media Marketing, Marketing Strategy, Business Development, SEO, Online Marketing, Web Design, Web Development, Search Engine Ranking, Website Development, Reputation Management, Google Analytics, Web Analytics, Digital Marketing, Franchising
Education
DePaul University 2001 — 2005
Faith Lovejoy's Wells Fargo Experience April 2010 - Present
Job Consultant
Industry Banking
Experience
Wells Fargo April 2010 - Present
YMCA 2008 - Present
Education
The University of North Dakota 1990 — 1992
Master of Arts, Communications / Space Studies
Northwest Missouri State University 1987 — 1990
Bachelor of Arts, Broadcasting / Psychology
Des Moines Area Community College 1985 — 1987
Associate of Arts
Lincoln High School
Wells Fargo April 2010 - Present
YMCA 2008 - Present
Education
The University of North Dakota 1990 — 1992
Master of Arts, Communications / Space Studies
Northwest Missouri State University 1987 — 1990
Bachelor of Arts, Broadcasting / Psychology
Des Moines Area Community College 1985 — 1987
Associate of Arts
Lincoln High School
Joshua Branfield, CTP Joshua Branfield, CTP's Wells Fargo Experience May 2000 - January 2001
Job Vice President / Senior Product Manager, Treasury Management Billing at Huntington National Bank
Industry Banking
Experience
Huntington National Bank November 2010 - Present
Huntington National Bank March 2007 - November 2010
Huntington National Bank May 2006 - February 2007
Huntington National Bank June 2005 - May 2006
National City Bank June 2004 - May 2005
National City Bank May 2001 - June 2004
Wells Fargo May 2000 - January 2001
Skills
Treasury Management, Account Analysis..., Microsoft Access, Microsoft Excel, Database Management, Data Analysis, Financial Modeling, Microsoft SQL Server, Financial Analysis, Financial Reporting, Process Improvement, Hyperion Essbase, Commercial Banking, Adobe Acrobat
Education
The Ohio State University Fisher College of Business 2001 — 2004
Bachelor of Science, Business Administration / Operations Management
Denison University 2000 — 2001
Huntington National Bank November 2010 - Present
Huntington National Bank March 2007 - November 2010
Huntington National Bank May 2006 - February 2007
Huntington National Bank June 2005 - May 2006
National City Bank June 2004 - May 2005
National City Bank May 2001 - June 2004
Wells Fargo May 2000 - January 2001
Skills
Treasury Management, Account Analysis..., Microsoft Access, Microsoft Excel, Database Management, Data Analysis, Financial Modeling, Microsoft SQL Server, Financial Analysis, Financial Reporting, Process Improvement, Hyperion Essbase, Commercial Banking, Adobe Acrobat
Education
The Ohio State University Fisher College of Business 2001 — 2004
Bachelor of Science, Business Administration / Operations Management
Denison University 2000 — 2001
Judy Blaisdell Judy Blaisdell's Wells Fargo Experience 2011 - Present
Job Vice President/Senior Relationship Manager – Professional Banking at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2011 - Present
Strategic Finance 2006 - 2011
Stearns Bank 2002 - 2006
First Hawaiian Bank 1993 - 1997
Skills
Commercial Underwriting, Interdepartmental..., Team Management, Oral & Written..., Risk Assessment, Real Estate Transactions, Commercial Mortgages, Cross Selling, Loans, Credit, Real Estate, Finance, Mortgage Lending, Portfolio Management, Banking, Commercial Real Estate, Management, Financial Services
Education
DePaul University
Masters of Business Administration
Michigan State University
Bachelor of Arts, Business Administration/Pre Law
Wells Fargo 2011 - Present
Strategic Finance 2006 - 2011
Stearns Bank 2002 - 2006
First Hawaiian Bank 1993 - 1997
Skills
Commercial Underwriting, Interdepartmental..., Team Management, Oral & Written..., Risk Assessment, Real Estate Transactions, Commercial Mortgages, Cross Selling, Loans, Credit, Real Estate, Finance, Mortgage Lending, Portfolio Management, Banking, Commercial Real Estate, Management, Financial Services
Education
DePaul University
Masters of Business Administration
Michigan State University
Bachelor of Arts, Business Administration/Pre Law
William Akins's Wells Fargo Experience October 2014 - Present
Job Enterprise Information Security Strategy Consultant at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo October 2014 - Present
Ally Financial Inc. February 2014 - Present
Wells Fargo July 2013 - February 2014
Bank of America October 2012 - July 2013
Bank of America December 2011 - March 2013
Wells Fargo Bank April 2011 - March 2012
Bank of America September 2010 - April 2011
Wells Fargo May 2010 - September 2010
Cogentrix Energy, LLC September 2009 - May 2010
Sustainable Technology Solutions, Inc. February 2009 - September 2009
Skills
SharePoint, Visio, Planview, Joomla, Integration, Software Documentation, Security, Process Improvement, ITIL, IT Management, Enterprise Architecture, Business Intelligence, Analysis, Databases, Management, CRM
Education
DePaul University 2002 — 2009
DePaul University 2001 — 2004
Wells Fargo October 2014 - Present
Ally Financial Inc. February 2014 - Present
Wells Fargo July 2013 - February 2014
Bank of America October 2012 - July 2013
Bank of America December 2011 - March 2013
Wells Fargo Bank April 2011 - March 2012
Bank of America September 2010 - April 2011
Wells Fargo May 2010 - September 2010
Cogentrix Energy, LLC September 2009 - May 2010
Sustainable Technology Solutions, Inc. February 2009 - September 2009
Skills
SharePoint, Visio, Planview, Joomla, Integration, Software Documentation, Security, Process Improvement, ITIL, IT Management, Enterprise Architecture, Business Intelligence, Analysis, Databases, Management, CRM
Education
DePaul University 2002 — 2009
DePaul University 2001 — 2004
Jonathan C. Thrasher's Wells Fargo Experience April 2015 - Present
Job Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2015 - Present
Bridgeview Bank Group February 2014 - January 2015
Wells Fargo October 2012 - January 2014
Citi / OneMain Financial December 2011 - September 2012
Producers Choice Network December 2008 - December 2011
Citibank, NA March 2007 - February 2009
ShoreBank October 2004 - February 2007
Skills
Loans, Banking, Credit Analysis, Portfolio Management, Credit, Commercial Lending, Leadership, Finance, Business Development, Underwriting, Consumer Lending, Management, Loan Origination
Education
DePaul University
Economics
DePaul University
Master's Degree Studies*, Behavior Finance
Wells Fargo April 2015 - Present
Bridgeview Bank Group February 2014 - January 2015
Wells Fargo October 2012 - January 2014
Citi / OneMain Financial December 2011 - September 2012
Producers Choice Network December 2008 - December 2011
Citibank, NA March 2007 - February 2009
ShoreBank October 2004 - February 2007
Skills
Loans, Banking, Credit Analysis, Portfolio Management, Credit, Commercial Lending, Leadership, Finance, Business Development, Underwriting, Consumer Lending, Management, Loan Origination
Education
DePaul University
Economics
DePaul University
Master's Degree Studies*, Behavior Finance
Larry Schiffer's Wells Fargo Experience January 2011 - February 2012
Job
Industry Information Technology and Services
Experience
Wells Fargo Corporate Finance November 2012 - Present
Mellon Capital Management January 2012 - October 2012
Wells Fargo January 2011 - February 2012
Gracenote, Inc. December 2009 - September 2010
EC Wise 2004 - August 2009
Providian Financial 2001 - 2003
Fair Isaac 2000 - 2001
Risk Management Technology 1996 - 2000
Lehman Brothers 1993 - 1996
Chemical Bank 1989 - 1991
Skills
Fixed Income, Capital Markets, Trading, Analysis, Treasury Management, Options, Databases, Swaps, Treasury, Money Market, Foreign Exchange, Business Analysis
Education
Indiana University Bloomington 1979 — 1981
MPA
Denison University 1975 — 1979
BA
Wells Fargo Corporate Finance November 2012 - Present
Mellon Capital Management January 2012 - October 2012
Wells Fargo January 2011 - February 2012
Gracenote, Inc. December 2009 - September 2010
EC Wise 2004 - August 2009
Providian Financial 2001 - 2003
Fair Isaac 2000 - 2001
Risk Management Technology 1996 - 2000
Lehman Brothers 1993 - 1996
Chemical Bank 1989 - 1991
Skills
Fixed Income, Capital Markets, Trading, Analysis, Treasury Management, Options, Databases, Swaps, Treasury, Money Market, Foreign Exchange, Business Analysis
Education
Indiana University Bloomington 1979 — 1981
MPA
Denison University 1975 — 1979
BA
Artilus Hawkins, PMP, CSSGB's Wells Fargo Experience 1994 - 1996
Job Managing Consultant at Performance Partners
Industry Management Consulting
Experience
Kaiser Foundation Health Plan September 2010 - April 2012
Visto October 2007 - March 2008
PwC October 2005 - March 2007
CSAA July 2003 - March 2005
Accenture August 1996 - September 2001
Wells Fargo Bank 1994 - 1996
Wells Fargo 1994 - 1996
SBC 1988 - 1990
SBC )formerly Pacific Bell) 1988 - 1990
Bell Labs 1978 - 1988
Skills
SDLC, Program Management, Cross-functional Team..., PMP, Integration
Education
DePaul University 1985 — 1988
mscs
Kaiser Foundation Health Plan September 2010 - April 2012
Visto October 2007 - March 2008
PwC October 2005 - March 2007
CSAA July 2003 - March 2005
Accenture August 1996 - September 2001
Wells Fargo Bank 1994 - 1996
Wells Fargo 1994 - 1996
SBC 1988 - 1990
SBC )formerly Pacific Bell) 1988 - 1990
Bell Labs 1978 - 1988
Skills
SDLC, Program Management, Cross-functional Team..., PMP, Integration
Education
DePaul University 1985 — 1988
mscs
Daniel Ayala's Wells Fargo Experience January 2003 - Present
Job Global Banking and Payments Professional
Industry Banking
Experience
Wells Fargo January 2003 - Present
Bank of America February 2000 - November 2002
Bank of America February 1999 - February 2000
Bank of America March 1997 - February 1999
Citibank March 1996 - March 1997
Bank of America October 1994 - March 1996
JP Morgan Chase November 1992 - September 1994
JPMorgan Chase May 1991 - October 1992
JPMorgan Chase May 1990 - May 1991
Skills
Banking, Relationship Management, Strategy, Cash Management, Financial Services, Business Development, Business Analysis, Leadership, Mobile Payments, Credit Cards, Credit, Debit Cards, E-commerce, Marketing, Internet Banking, Payment Card Processing, AML, Cross-functional Team..., Leading Diverse Teams, Customer Retention, E-payments, ACH, Team Leadership, Management, Finance, Executive Management, Payments, Product Management, Strategic Planning, Business Strategy
Education
Graduate School of Retail Bank Management 2008 — 2010
CBA Graduate School of Retail Bank Management
Nova Southeastern University 2000 — 2001
MBA, Business Administration
DePaul University 1986 — 1991
B.S., Computer Science
Wells Fargo January 2003 - Present
Bank of America February 2000 - November 2002
Bank of America February 1999 - February 2000
Bank of America March 1997 - February 1999
Citibank March 1996 - March 1997
Bank of America October 1994 - March 1996
JP Morgan Chase November 1992 - September 1994
JPMorgan Chase May 1991 - October 1992
JPMorgan Chase May 1990 - May 1991
Skills
Banking, Relationship Management, Strategy, Cash Management, Financial Services, Business Development, Business Analysis, Leadership, Mobile Payments, Credit Cards, Credit, Debit Cards, E-commerce, Marketing, Internet Banking, Payment Card Processing, AML, Cross-functional Team..., Leading Diverse Teams, Customer Retention, E-payments, ACH, Team Leadership, Management, Finance, Executive Management, Payments, Product Management, Strategic Planning, Business Strategy
Education
Graduate School of Retail Bank Management 2008 — 2010
CBA Graduate School of Retail Bank Management
Nova Southeastern University 2000 — 2001
MBA, Business Administration
DePaul University 1986 — 1991
B.S., Computer Science
Siamak Saidi's Wells Fargo Experience June 2007 - Present
Job Large Corporate Banking Director / Relationship Manager
Industry Banking
Experience
Wells Fargo June 2007 - Present
LaSalle Bank 2001 - 2007
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Major in Finance, Management & Strategy and Entrepreneurship
DePaul University 1996 — 2000
BS, Finance
Wells Fargo June 2007 - Present
LaSalle Bank 2001 - 2007
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Major in Finance, Management & Strategy and Entrepreneurship
DePaul University 1996 — 2000
BS, Finance
Denny White's Wells Fargo Experience September 1996 - Present
Job Systems Support Analyst 4 at Wells Fargo Bank
Industry Computer Networking
Experience
Wells Fargo September 1996 - Present
Wells Fargo 1996 - 2012
Skills
Data Center, Network Security, Routers, Cisco Technologies
Education
DePaul University 1979 — 1981
Master's degree, Music Performance, General
Sherwood Music School Chicago Ill
Bachelor's degree, Music Teacher Education
Wells Fargo September 1996 - Present
Wells Fargo 1996 - 2012
Skills
Data Center, Network Security, Routers, Cisco Technologies
Education
DePaul University 1979 — 1981
Master's degree, Music Performance, General
Sherwood Music School Chicago Ill
Bachelor's degree, Music Teacher Education
Tracey Bissell's Wells Fargo Experience November 2014 - Present
Job Operations Industry Oversight Manager at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo November 2014 - Present
Wells Fargo May 2012 - Present
Wells Fargo 2009 - Present
Wells Fargo January 2011 - February 2013
Wells Fargo May 2003 - May 2012
Bank of America 1996 - 2003
First Chicago February 1994 - May 1996
Skills
Banking, Securities, Derivatives, Investments, Documentation, Software Documentation, Equities, Trading, Portfolio Management, Fixed Income, Investment Banking, Financial Services, FX Options, Risk Management, Capital Markets, Leadership, Hedge Funds
Education
University of Illinois 1990 — 1993
BS, Finance, emphasis on Banking and Investments
DePaul University 1989 — 1990
Wells Fargo November 2014 - Present
Wells Fargo May 2012 - Present
Wells Fargo 2009 - Present
Wells Fargo January 2011 - February 2013
Wells Fargo May 2003 - May 2012
Bank of America 1996 - 2003
First Chicago February 1994 - May 1996
Skills
Banking, Securities, Derivatives, Investments, Documentation, Software Documentation, Equities, Trading, Portfolio Management, Fixed Income, Investment Banking, Financial Services, FX Options, Risk Management, Capital Markets, Leadership, Hedge Funds
Education
University of Illinois 1990 — 1993
BS, Finance, emphasis on Banking and Investments
DePaul University 1989 — 1990
Brandon Gipson's Wells Fargo Experience December 2013 - Present
Job Senior Audit Leader at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2013 - Present
Accenture May 2010 - April 2013
KPMG January 2008 - April 2010
BearingPoint January 2005 - December 2007
PricewaterhouseCoopers May 2003 - January 2005
Freddie Mac August 2000 - November 2002
Bank of America June 1998 - August 2000
Skills
Management Consulting, Business Process, Risk Management, Project Management, Enterprise Risk..., Program Management, Leadership, Integration, PMO, Management, Finance, Financial Services, Consulting, Auditing, Analysis, COSO ERM
Education
The George Washington University - School of Business 2001 — 2003
M.B.A., Finance and Strategy
DePaul University 1996 — 1998
Bachelor of Science, Finance
Wells Fargo December 2013 - Present
Accenture May 2010 - April 2013
KPMG January 2008 - April 2010
BearingPoint January 2005 - December 2007
PricewaterhouseCoopers May 2003 - January 2005
Freddie Mac August 2000 - November 2002
Bank of America June 1998 - August 2000
Skills
Management Consulting, Business Process, Risk Management, Project Management, Enterprise Risk..., Program Management, Leadership, Integration, PMO, Management, Finance, Financial Services, Consulting, Auditing, Analysis, COSO ERM
Education
The George Washington University - School of Business 2001 — 2003
M.B.A., Finance and Strategy
DePaul University 1996 — 1998
Bachelor of Science, Finance
Diane Kush's Wells Fargo Experience June 2004 - April 2008
Job Commercial Card Program Management at Union Bank
Industry Financial Services
Experience
Union Bank September 2011 - Present
Assets 4 Auction November 2009 - January 2012
Wells Fargo Bank 2008 - October 2009
Wells Fargo June 2004 - April 2008
Providian Financial 2003 - 2004
GE Capital 2000 - 2003
Harris Bank 1995 - 2000
Skills
Credit Cards, Segmentation, Customer Experience, Strategy, Strategic Partnerships, Analytics, Management, Debit Cards, Marketing, Cross-functional Team..., Outsourcing, Business Strategy, Marketing Strategy, Portfolio Management, Direct Marketing, Product Management, Six Sigma, Product Development, Strategic Planning, Process Improvement, Program Management, Start-ups, Product Marketing, CRM, E-commerce, Leadership, Email Marketing, Relationship Management
Education
Northwestern University - Kellogg School of Management 1994 — 1999
MBA, Marketing and Organizational Behavior
DePaul University 1979 — 1983
B.S., Finance
Union Bank September 2011 - Present
Assets 4 Auction November 2009 - January 2012
Wells Fargo Bank 2008 - October 2009
Wells Fargo June 2004 - April 2008
Providian Financial 2003 - 2004
GE Capital 2000 - 2003
Harris Bank 1995 - 2000
Skills
Credit Cards, Segmentation, Customer Experience, Strategy, Strategic Partnerships, Analytics, Management, Debit Cards, Marketing, Cross-functional Team..., Outsourcing, Business Strategy, Marketing Strategy, Portfolio Management, Direct Marketing, Product Management, Six Sigma, Product Development, Strategic Planning, Process Improvement, Program Management, Start-ups, Product Marketing, CRM, E-commerce, Leadership, Email Marketing, Relationship Management
Education
Northwestern University - Kellogg School of Management 1994 — 1999
MBA, Marketing and Organizational Behavior
DePaul University 1979 — 1983
B.S., Finance
Jennifer Ryan's Wells Fargo Experience January 2013 - Present
Job Operational Risk Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2013 - Present
Wells Fargo March 2010 - Present
Ernst & Young June 2006 - February 2009
Protiviti May 2004 - March 2006
Ticketmaster September 2002 - April 2004
Skills
Internal Audit, SOX 404, SAS70, Sarbanes-Oxley Act, External Audit, Risk Management, IT Audit, Auditing, CISA, Internal Controls, Risk Assessment, Sarbanes-Oxley, Operational Risk, COBIT, Management, Information Technology, Enterprise Risk..., Consulting
Education
DePaul University 2001 — 2003
Master of Science, Information Systems
Purdue University 1997 — 2001
Bachelor of Science, Business Administration
Carl Sandburg High School
Wells Fargo January 2013 - Present
Wells Fargo March 2010 - Present
Ernst & Young June 2006 - February 2009
Protiviti May 2004 - March 2006
Ticketmaster September 2002 - April 2004
Skills
Internal Audit, SOX 404, SAS70, Sarbanes-Oxley Act, External Audit, Risk Management, IT Audit, Auditing, CISA, Internal Controls, Risk Assessment, Sarbanes-Oxley, Operational Risk, COBIT, Management, Information Technology, Enterprise Risk..., Consulting
Education
DePaul University 2001 — 2003
Master of Science, Information Systems
Purdue University 1997 — 2001
Bachelor of Science, Business Administration
Carl Sandburg High School
Brian Kaulig's Wells Fargo Experience March 2007 - August 2007
Job at Bank of America
Industry Financial Services
Experience
Bank of America June 2009 - Present
British Petroleum October 2007 - June 2008
Wells Fargo March 2007 - August 2007
Bank of America 2001 - 2007
Bank One 1999 - 2001
Skills
Interest Rate..., Commodity, Fixed Income, Equities, Derivatives, Trading, Credit Derivatives, Equity Derivatives, Options, Operational Risk, Structured Products, Market Risk, Hedge Funds, Securities, Asset Management, Product Control, Rates, Trading Systems, FX Options, Risk Management, Credit Risk, Equity Trading, Financial Modeling, Financial Risk, Capital Markets, Investment Banking, Swaps, Bloomberg, Bonds, Middle Office, Prime Brokerage, Hedging, Financial Markets, Back Office
Education
DePaul University
B.S., Finance
Bank of America June 2009 - Present
British Petroleum October 2007 - June 2008
Wells Fargo March 2007 - August 2007
Bank of America 2001 - 2007
Bank One 1999 - 2001
Skills
Interest Rate..., Commodity, Fixed Income, Equities, Derivatives, Trading, Credit Derivatives, Equity Derivatives, Options, Operational Risk, Structured Products, Market Risk, Hedge Funds, Securities, Asset Management, Product Control, Rates, Trading Systems, FX Options, Risk Management, Credit Risk, Equity Trading, Financial Modeling, Financial Risk, Capital Markets, Investment Banking, Swaps, Bloomberg, Bonds, Middle Office, Prime Brokerage, Hedging, Financial Markets, Back Office
Education
DePaul University
B.S., Finance
Raymonde Crawford's Wells Fargo Experience December 2010 - Present
Job Operations Manager / IRA Operations & Beneficiary Services at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo December 2010 - Present
Citibank Nevada, N.A. September 1998 - March 2005
Citibank South Dakotak, N.A. March 1995 - September 1998
Education
University of Phoenix - Nevada Campus 2002 — 2004
MBA, Business Administration
DePaul University 1984 — 1987
BSBA, Business Administration
Wells Fargo December 2010 - Present
Citibank Nevada, N.A. September 1998 - March 2005
Citibank South Dakotak, N.A. March 1995 - September 1998
Education
University of Phoenix - Nevada Campus 2002 — 2004
MBA, Business Administration
DePaul University 1984 — 1987
BSBA, Business Administration
Mandy Campbell, CTP's Wells Fargo Experience August 2006 - August 2008
Job Treasury Manager, Reporting at Mead Johnson Nutrition
Industry Banking
Experience
Mead Johnson Nutrition March 2015 - Present
Mead Johnson Nutrition February 2012 - Present
Hollister Incorporated June 2009 - February 2012
Hollister December 2009 - June 2011
Hollister June 2009 - December 2009
Arthur J. Gallagher November 2008 - April 2009
Wells Fargo August 2006 - August 2008
LaSalle Bank N.A. 2001 - 2006
Abbott Laboratories 2000 - 2001
Skills
Treasury Management, Cash Management, Treasury, Liquidity Management, Financial Analysis, Banking, Cash Flow, Accounts Receivable, Cash Flow Forecasting, Finance, Financial Modeling, Forecasting, Corporate Finance, Variance Analysis, Sarbanes-Oxley Act, Accounting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2004
M.B.A., Finance
Northern Illinois University - College of Business 1996 — 2000
Bachelor of Science, Finance
Mead Johnson Nutrition March 2015 - Present
Mead Johnson Nutrition February 2012 - Present
Hollister Incorporated June 2009 - February 2012
Hollister December 2009 - June 2011
Hollister June 2009 - December 2009
Arthur J. Gallagher November 2008 - April 2009
Wells Fargo August 2006 - August 2008
LaSalle Bank N.A. 2001 - 2006
Abbott Laboratories 2000 - 2001
Skills
Treasury Management, Cash Management, Treasury, Liquidity Management, Financial Analysis, Banking, Cash Flow, Accounts Receivable, Cash Flow Forecasting, Finance, Financial Modeling, Forecasting, Corporate Finance, Variance Analysis, Sarbanes-Oxley Act, Accounting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2004
M.B.A., Finance
Northern Illinois University - College of Business 1996 — 2000
Bachelor of Science, Finance
Aditi Patel's Wells Fargo Experience August 2012 - July 2014
Job Independent Consultant Project Manager at Harris Bank
Industry Information Technology and Services
Experience
Wells Fargo August 2012 - July 2014
Harris Bank March 2012 - May 2012
Wells Fargo October 2010 - March 2012
Wells Fargo Bank July 2009 - June 2010
Newedge Group March 2009 - July 2009
Bank of America March 2008 - February 2009
Deloitte April 2007 - March 2008
Washington Mutual October 2005 - April 2007
Hewitt Associates October 2004 - October 2005
BCBSA 2003 - 2003
Skills
SDLC, User Acceptance Testing, Business Analysis, Test Planning, Data Analysis
Education
DePaul University 2001 — 2004
BS, Information Systems
Gujarat University
Bachelors of Commerce
Wells Fargo August 2012 - July 2014
Harris Bank March 2012 - May 2012
Wells Fargo October 2010 - March 2012
Wells Fargo Bank July 2009 - June 2010
Newedge Group March 2009 - July 2009
Bank of America March 2008 - February 2009
Deloitte April 2007 - March 2008
Washington Mutual October 2005 - April 2007
Hewitt Associates October 2004 - October 2005
BCBSA 2003 - 2003
Skills
SDLC, User Acceptance Testing, Business Analysis, Test Planning, Data Analysis
Education
DePaul University 2001 — 2004
BS, Information Systems
Gujarat University
Bachelors of Commerce
Eileen Keisler's Wells Fargo Experience July 1996 - Present
Job Essbase Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo July 1996 - Present
Wells Fargo 2000 - 2008
RepublicBank Houston 1985 - 1989
Skills
Credit Analysis, Commercial Lending, Commercial Banking, Treasury Management, Credit
Education
DePaul University 1982 — 1985
MBA, Finance
University of Michigan 1977 — 1980
Bachelor of Arts, Economics
Wells Fargo July 1996 - Present
Wells Fargo 2000 - 2008
RepublicBank Houston 1985 - 1989
Skills
Credit Analysis, Commercial Lending, Commercial Banking, Treasury Management, Credit
Education
DePaul University 1982 — 1985
MBA, Finance
University of Michigan 1977 — 1980
Bachelor of Arts, Economics
Jim Rojewski's Wells Fargo Experience May 2003 - October 2008
Job Senior IT Program Manager
Industry Information Technology and Services
Experience
Plantech LLC AZ November 2008 - Present
Wells Fargo May 2003 - October 2008
Wells Fargo October 1998 - May 2003
Wells Fargo February 1996 - October 1998
First Interstate Bank of Arizona December 1994 - February 1996
JP Morgan Chase ( formerly Bank One, formerly the First National Bank of Chicago ) 1978 - 1994
Skills
Vendor Management, Business Case, Contract Negotiation, Testing, Integration, ITIL, IT Management, Telecommunications, Project Management, Project Planning, Strategy, IT Service Management, Leadership, Process Improvement, Outsourcing, Management Consulting, PMO, Business Requirements, Program Management, Cross-functional Team..., CRM, Business Process, Enterprise Software, Enterprise Architecture, Risk Management, Data Center, Governance, Management, SDLC, Information Technology, Strategic Partnerships, Project Portfolio..., Business Process..., IT Strategy, Training, Mergers & Acquisitions, Business Analysis, Executive Management, Business Intelligence, Networking, Strategic Planning
Education
The University of Chicago - Booth School of Business 2005 — 2005
Stanford University Graduate School of Business 2004 — 2004
DePaul University 1992 — 1994
Control Data Institute 1976 — 1978
Technical
Plantech LLC AZ November 2008 - Present
Wells Fargo May 2003 - October 2008
Wells Fargo October 1998 - May 2003
Wells Fargo February 1996 - October 1998
First Interstate Bank of Arizona December 1994 - February 1996
JP Morgan Chase ( formerly Bank One, formerly the First National Bank of Chicago ) 1978 - 1994
Skills
Vendor Management, Business Case, Contract Negotiation, Testing, Integration, ITIL, IT Management, Telecommunications, Project Management, Project Planning, Strategy, IT Service Management, Leadership, Process Improvement, Outsourcing, Management Consulting, PMO, Business Requirements, Program Management, Cross-functional Team..., CRM, Business Process, Enterprise Software, Enterprise Architecture, Risk Management, Data Center, Governance, Management, SDLC, Information Technology, Strategic Partnerships, Project Portfolio..., Business Process..., IT Strategy, Training, Mergers & Acquisitions, Business Analysis, Executive Management, Business Intelligence, Networking, Strategic Planning
Education
The University of Chicago - Booth School of Business 2005 — 2005
Stanford University Graduate School of Business 2004 — 2004
DePaul University 1992 — 1994
Control Data Institute 1976 — 1978
Technical
Chris Minor's Wells Fargo Experience November 2004 - May 2008
Job CEO at FastGrade Solutions
Industry Information Services
Experience
FastGrade Solutions October 2012 - Present
Datavision Resources May 2008 - October 2012
Wells Fargo November 2004 - May 2008
Marsh & McLennan November 2001 - November 2004
Mid American Energy October 1997 - July 1999
First Union National Bank 1995 - 1997
Iowa Air Natonal Guard 1980 - 1993
Skills
Vendor Management, Process Improvement, Program Management, Strategic Planning, Insurance, Business Analysis, Risk Management, Business Process..., Financial Services, SDLC, IT Strategy, Mortgage Lending, Executive Management, Relationship Management, Leadership
Education
Upper Iowa University 2001 — 2003
B.S, Business
Academy of Military Science 1987 — 1988
Commissioned Officer, Commissioned Officer US Air Force
Des Moines Area Community College 1983 — 1985
A.A.S, Computer Programming
Grand View College 1979 — 1981
East High School 1977 — 1979
High School Diploma
FastGrade Solutions October 2012 - Present
Datavision Resources May 2008 - October 2012
Wells Fargo November 2004 - May 2008
Marsh & McLennan November 2001 - November 2004
Mid American Energy October 1997 - July 1999
First Union National Bank 1995 - 1997
Iowa Air Natonal Guard 1980 - 1993
Skills
Vendor Management, Process Improvement, Program Management, Strategic Planning, Insurance, Business Analysis, Risk Management, Business Process..., Financial Services, SDLC, IT Strategy, Mortgage Lending, Executive Management, Relationship Management, Leadership
Education
Upper Iowa University 2001 — 2003
B.S, Business
Academy of Military Science 1987 — 1988
Commissioned Officer, Commissioned Officer US Air Force
Des Moines Area Community College 1983 — 1985
A.A.S, Computer Programming
Grand View College 1979 — 1981
East High School 1977 — 1979
High School Diploma
Matt Kinser's Wells Fargo Experience May 2012 - Present
Job BPM Solutions Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2012 - Present
Skills
Requirements Analysis, SDLC, Unix, SQL, Software Development, XML, Business Analysis, .NET, Java, Databases, Integration, BPM
Education
DePauw University 1993 — 1997
Bachelor of Science, Computer Science
Wells Fargo May 2012 - Present
Skills
Requirements Analysis, SDLC, Unix, SQL, Software Development, XML, Business Analysis, .NET, Java, Databases, Integration, BPM
Education
DePauw University 1993 — 1997
Bachelor of Science, Computer Science
Brent Boyer's Wells Fargo Experience September 2010 - Present
Job Telecom
Industry Banking
Experience
Wells Fargo September 2010 - Present
Integrys Energy Group December 2004 - August 2010
Skills
Telecommunications, Vendor Management, Process Improvement, Business Analysis, Wireless, Mobile Devices
Education
DePaul University 2006 — 2011
Master of Science (MS), Telecommunications
Michigan State University 1986 — 1991
Wells Fargo September 2010 - Present
Integrys Energy Group December 2004 - August 2010
Skills
Telecommunications, Vendor Management, Process Improvement, Business Analysis, Wireless, Mobile Devices
Education
DePaul University 2006 — 2011
Master of Science (MS), Telecommunications
Michigan State University 1986 — 1991
John Pastore's Wells Fargo Experience December 2009 - July 2011
Job Portfolio Manager Food and Agribusiness Specialty Group at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank July 2011 - Present
Wells Fargo December 2009 - July 2011
LIFT Aviation LLC August 2007 - December 2009
LaSalle Bank March 2006 - July 2007
ABN AMRO Bank N.V. December 2000 - March 2006
Mitsubishi Trust July 1995 - December 2000
Skills
Banking, Commercial Banking, Credit Risk, Credit Analysis, Capital Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
MBA, Finance
University of Illinois at Urbana-Champaign 1994 — 1995
BS, Neuroscience
Joliet Catholic 1987 — 1991
Wells Fargo Bank July 2011 - Present
Wells Fargo December 2009 - July 2011
LIFT Aviation LLC August 2007 - December 2009
LaSalle Bank March 2006 - July 2007
ABN AMRO Bank N.V. December 2000 - March 2006
Mitsubishi Trust July 1995 - December 2000
Skills
Banking, Commercial Banking, Credit Risk, Credit Analysis, Capital Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
MBA, Finance
University of Illinois at Urbana-Champaign 1994 — 1995
BS, Neuroscience
Joliet Catholic 1987 — 1991
Jasmine Glover's Wells Fargo Experience May 2014 - Present
Job Regional Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2014 - Present
Wells Fargo 2012 - 2014
Party People Rental Co 2010 - 2012
Skuddlebutts 2010 - 2012
Honeytree Improvement Association 2010 - March 2011
Wells Fargo Financial April 2007 - November 2010
Self-Employed January 2007 - January 2009
TOPS Products (An RR Donnelley Company) May 2005 - April 2007
Skills
Sales, Marketing, Management, Selling, Sales Management, Leadership, B2B, Customer Service, Competitive Analysis, Account Management, Negotiation, New Business Development, Coaching, Business Development, Strategic Planning, Recruiting, Credit, Cold Calling, Banking, Private Banking, Mortgage Lending, Consumer Lending, Commercial Lending, Investments, Loans
Education
DePaul University 2003 — 2006
Bachelors, Marketing and Sales
Downers Grove North High School 1998 — 2002
Diploma
Wells Fargo May 2014 - Present
Wells Fargo 2012 - 2014
Party People Rental Co 2010 - 2012
Skuddlebutts 2010 - 2012
Honeytree Improvement Association 2010 - March 2011
Wells Fargo Financial April 2007 - November 2010
Self-Employed January 2007 - January 2009
TOPS Products (An RR Donnelley Company) May 2005 - April 2007
Skills
Sales, Marketing, Management, Selling, Sales Management, Leadership, B2B, Customer Service, Competitive Analysis, Account Management, Negotiation, New Business Development, Coaching, Business Development, Strategic Planning, Recruiting, Credit, Cold Calling, Banking, Private Banking, Mortgage Lending, Consumer Lending, Commercial Lending, Investments, Loans
Education
DePaul University 2003 — 2006
Bachelors, Marketing and Sales
Downers Grove North High School 1998 — 2002
Diploma
Chris Kinney, PHR's Wells Fargo Experience March 2008 - November 2009
Job
Industry Hospital & Health Care
Experience
Cook County Health and Hospitals System May 2013 - March 2015
Tribeca Flashpoint Media Arts Academy September 2012 - April 2013
Renown Health March 2011 - May 2012
AppleOne September 2010 - March 2011
Wells Fargo March 2008 - November 2009
JPMorgan Chase February 2004 - March 2008
Skills
Employee Relations, Account Management, Customer Service, Customer Relations, Negotiation, Recruitment/Retention, Compensation, Sourcing, Social Networking, Cold Calling, Deferred Compensation, Human Resources, Onboarding, Recruiting, Training, Leadership, Management, Interviews, Employee Training, Organizational..., Employee Benefits, Temporary Placement, Union Labor, Labor Relations, Union Relations
Education
DePaul University 2014 — 2014
Professional in Human Resources Prep Course, Human Resources
University of Nevada-Reno 1996 — 2001
BS, Business Administration; Management
Cook County Health and Hospitals System May 2013 - March 2015
Tribeca Flashpoint Media Arts Academy September 2012 - April 2013
Renown Health March 2011 - May 2012
AppleOne September 2010 - March 2011
Wells Fargo March 2008 - November 2009
JPMorgan Chase February 2004 - March 2008
Skills
Employee Relations, Account Management, Customer Service, Customer Relations, Negotiation, Recruitment/Retention, Compensation, Sourcing, Social Networking, Cold Calling, Deferred Compensation, Human Resources, Onboarding, Recruiting, Training, Leadership, Management, Interviews, Employee Training, Organizational..., Employee Benefits, Temporary Placement, Union Labor, Labor Relations, Union Relations
Education
DePaul University 2014 — 2014
Professional in Human Resources Prep Course, Human Resources
University of Nevada-Reno 1996 — 2001
BS, Business Administration; Management
Kenan Peterson's Wells Fargo Experience January 2015 - Present
Job Wells Fargo Private Bank
Industry Legal Services
Experience
Wells Fargo January 2015 - Present
Gassman Law Associates May 2014 - August 2014
Smith Amundsen LLC August 2012 - May 2013
Sprint Nextel May 2012 - August 2012
Robert Bosch North America January 2012 - May 2012
Chicago Housing Authority March 2009 - January 2012
Grassroots Solutions July 2008 - November 2008
Lone Wolfe Press December 2006 - July 2008
The Weitz Company August 2006 - March 2007
Richmond American Homes August 2003 - June 2006
Skills
Training, Government, Contract Negotiation, Budgets, Procurement, Public Speaking, Microsoft Office, Policy, Negotiation, Microsoft Excel, Microsoft Word, PowerPoint, Research, Outlook, Project Management, Customer Service, Analysis, Editing, Leadership, Mediation, Wealth Management, Wealth Preservation..., Wealth Management...
Education
University of Florida - Fredric G. Levin College of Law 2013 — 2014
Master of Laws (LLM), Taxation
DePaul University 2010 — 2013
JD, Law
University of Northern Colorado 2000 — 2004
Bachelor of Arts, English, Political Science
Wells Fargo January 2015 - Present
Gassman Law Associates May 2014 - August 2014
Smith Amundsen LLC August 2012 - May 2013
Sprint Nextel May 2012 - August 2012
Robert Bosch North America January 2012 - May 2012
Chicago Housing Authority March 2009 - January 2012
Grassroots Solutions July 2008 - November 2008
Lone Wolfe Press December 2006 - July 2008
The Weitz Company August 2006 - March 2007
Richmond American Homes August 2003 - June 2006
Skills
Training, Government, Contract Negotiation, Budgets, Procurement, Public Speaking, Microsoft Office, Policy, Negotiation, Microsoft Excel, Microsoft Word, PowerPoint, Research, Outlook, Project Management, Customer Service, Analysis, Editing, Leadership, Mediation, Wealth Management, Wealth Preservation..., Wealth Management...
Education
University of Florida - Fredric G. Levin College of Law 2013 — 2014
Master of Laws (LLM), Taxation
DePaul University 2010 — 2013
JD, Law
University of Northern Colorado 2000 — 2004
Bachelor of Arts, English, Political Science
James Gramata's Wells Fargo Experience April 2009 - July 2013
Job Software Development Engineer at Yammer, Inc.
Industry Information Technology and Services
Experience
Yammer, Inc. July 2013 - Present
Gramata Technologies, LLC February 2009 - Present
Wells Fargo April 2009 - July 2013
Magenic Technologies 2008 - 2009
Accretive Health April 2008 - September 2008
Sogeti USA LLC 2006 - 2008
Mercer 2006 - 2008
Americaneagle.com May 2005 - January 2006
OCC 2005 - 2005
Skills
.NET, WCF, C#, Agile Methodologies, Microsoft SQL Server, XML, SOA, LINQ, T-SQL, ASP.NET MVC, Web Services, ASP.NET, Entity Framework, WPF, WinForms, Software Development, Visual Studio, Java, Android
Education
DePaul University 2001 — 2005
Yammer, Inc. July 2013 - Present
Gramata Technologies, LLC February 2009 - Present
Wells Fargo April 2009 - July 2013
Magenic Technologies 2008 - 2009
Accretive Health April 2008 - September 2008
Sogeti USA LLC 2006 - 2008
Mercer 2006 - 2008
Americaneagle.com May 2005 - January 2006
OCC 2005 - 2005
Skills
.NET, WCF, C#, Agile Methodologies, Microsoft SQL Server, XML, SOA, LINQ, T-SQL, ASP.NET MVC, Web Services, ASP.NET, Entity Framework, WPF, WinForms, Software Development, Visual Studio, Java, Android
Education
DePaul University 2001 — 2005
Jwalant Patel's Wells Fargo Experience October 2003 - Present
Job
Industry Financial Services
Experience
Wells Fargo October 2003 - Present
Skills
Web Services, Microsoft SQL Server
Education
DePaul University 2003 — 2005
M. S
Saurashtra University 1993 — 1997
B. E Mechanical
Wells Fargo October 2003 - Present
Skills
Web Services, Microsoft SQL Server
Education
DePaul University 2003 — 2005
M. S
Saurashtra University 1993 — 1997
B. E Mechanical
AJ Hernandez's Wells Fargo Experience September 2008 - Present
Job Learning & Development Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2008 - Present
Wells Fargo September 2006 - September 2008
Wells Fargo September 2003 - September 2006
Wells Fargo & Co May 2000 - August 2003
Wells Fargo Merchant Card April 2000 - January 2003
Wells Fargo Merchant Card January 1999 - January 2003
Wells Fargo Card Services January 1997 - January 1999
Kay-Dee, Inc/RSV, Inc January 1988 - January 1999
Skills
Banking, Spanish, Training, Performance Management, Analysis, Management, Microsoft Office
Education
Drake University 1991 — 2005
Journalism, Languages, Mathmatics, Economics, Business, Biology, Pharmacy
Grand View College 1987 — 1989
Literature, Mathmatics
Des Moines Area Community College 1986 — 1988
Graphic Arts, Languages, English/Composition, Economics
NWC 1984 — 1985
Languages, Art, Child Devlopment
Gering High School 1979 — 1983
Wells Fargo September 2008 - Present
Wells Fargo September 2006 - September 2008
Wells Fargo September 2003 - September 2006
Wells Fargo & Co May 2000 - August 2003
Wells Fargo Merchant Card April 2000 - January 2003
Wells Fargo Merchant Card January 1999 - January 2003
Wells Fargo Card Services January 1997 - January 1999
Kay-Dee, Inc/RSV, Inc January 1988 - January 1999
Skills
Banking, Spanish, Training, Performance Management, Analysis, Management, Microsoft Office
Education
Drake University 1991 — 2005
Journalism, Languages, Mathmatics, Economics, Business, Biology, Pharmacy
Grand View College 1987 — 1989
Literature, Mathmatics
Des Moines Area Community College 1986 — 1988
Graphic Arts, Languages, English/Composition, Economics
NWC 1984 — 1985
Languages, Art, Child Devlopment
Gering High School 1979 — 1983
Daniel Woody's Wells Fargo Experience June 1998 - Present
Job Independent Capital Markets Professional
Industry Capital Markets
Experience
Wells Fargo June 1998 - Present
Wells Fargo Home Mortgage June 1999 - August 2007
Education
DePaul University 1988 — 1991
BA, ECONOMICS
Wells Fargo June 1998 - Present
Wells Fargo Home Mortgage June 1999 - August 2007
Education
DePaul University 1988 — 1991
BA, ECONOMICS
Brady Dawson's Wells Fargo Experience July 2015 - Present
Job Senior Vice President Real Estate Merchant Banking at Wells Fargo
Industry Real Estate
Experience
Wells Fargo July 2015 - Present
GE Commercial Finance - Real Estate April 2008 - July 2015
GE February 2005 - April 2008
GE September 2003 - February 2005
GE October 2001 - August 2003
Skills
Due Diligence, Financial Analysis, Financial Modeling, Management, Real Estate Economics, Strategy, Valuation
Education
DePauw University 1995 — 1999
Wells Fargo July 2015 - Present
GE Commercial Finance - Real Estate April 2008 - July 2015
GE February 2005 - April 2008
GE September 2003 - February 2005
GE October 2001 - August 2003
Skills
Due Diligence, Financial Analysis, Financial Modeling, Management, Real Estate Economics, Strategy, Valuation
Education
DePauw University 1995 — 1999
Ed Kron's Wells Fargo Experience February 2009 - Present
Job Business Direct (Small Business) National Operations Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo February 2009 - Present
WaMu September 2007 - February 2009
JPMorgan Chase November 1998 - September 2007
Education
DePaul University 1978 — 1981
BA, Finance
Wells Fargo February 2009 - Present
WaMu September 2007 - February 2009
JPMorgan Chase November 1998 - September 2007
Education
DePaul University 1978 — 1981
BA, Finance
Mark Warmouth's Wells Fargo Experience 2007 - 2010
Job Vice President at Wachovia
Industry Financial Services
Experience
Wachovia Project ManagerWachovia Wealth Management2007 - Present
Wachovia Bank, Charlotte, NC 2007 - Present
Wells Fargo Wealth Management Group 2007 - Present
Wells Fargo 2007 - 2010
Education
Depaul University
Wachovia Project ManagerWachovia Wealth Management2007 - Present
Wachovia Bank, Charlotte, NC 2007 - Present
Wells Fargo Wealth Management Group 2007 - Present
Wells Fargo 2007 - 2010
Education
Depaul University
Carter Balfour's Wells Fargo Experience 1997 - 2003
Job Partner at Norwest Mezzanine Partners
Industry Venture Capital & Private Equity
Experience
Norwest Mezzanine Partners (NMP) 2003 - Present
Wells Fargo 1997 - 2003
Education
DePaul University
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison
Bachelor of Business Administration (B.B.A.)
Norwest Mezzanine Partners (NMP) 2003 - Present
Wells Fargo 1997 - 2003
Education
DePaul University
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison
Bachelor of Business Administration (B.B.A.)
Dale Lallier Work's Wells Fargo Experience August 2010 - June 2011
Job Customer Service Representative at Owens & Minor
Industry Hospital & Health Care
Experience
Owens & Minor June 2011 - Present
Wells Fargo August 2010 - June 2011
Acme Printing Co., Inc. 2006 - 2010
Skills
Account Management, Marketing Strategy, B2B, Marketing Communications, Sales Management, Direct Sales
Education
Des Moines Area Community College 1992 — 1993
Management/Marketing
American Institute of Business 1985 — 1986
Business, Management, Marketing, and Related Support Services
Owens & Minor June 2011 - Present
Wells Fargo August 2010 - June 2011
Acme Printing Co., Inc. 2006 - 2010
Skills
Account Management, Marketing Strategy, B2B, Marketing Communications, Sales Management, Direct Sales
Education
Des Moines Area Community College 1992 — 1993
Management/Marketing
American Institute of Business 1985 — 1986
Business, Management, Marketing, and Related Support Services
Brandon Buckner's Wells Fargo Experience September 2012 - Present
Job Voice Engineer at Wells Fargo
Industry Telecommunications
Experience
Wells Fargo September 2012 - Present
Iowa Network Services October 2007 - September 2012
Iowa Network Services November 2006 - October 2007
Iowa Network Services January 2004 - November 2006
Iowa Network Services June 2001 - January 2004
Iowa Network Services October 1999 - May 2001
Skills
SIP, VoIP, SIP Trunking, Hosted VoIP, IP Networking, Cisco Technologies, IP, WAN, Solaris, Telecommunications, Data Center, Technical Support, Ethernet, TCP/IP, Troubleshooting, Routers, Red Hat Linux, MPLS, Routing, Wireless, Managed Services, Broadsoft, Adtran, Unified Communications, Switches, Network Administration, Broadband, Network Design, Network Engineering, Sonus
Education
Des Moines Area Community College 2001 — 2002
Mathematics, UNIX
Hamilton College 1999 — 2000
Microsoft Certification
Wells Fargo September 2012 - Present
Iowa Network Services October 2007 - September 2012
Iowa Network Services November 2006 - October 2007
Iowa Network Services January 2004 - November 2006
Iowa Network Services June 2001 - January 2004
Iowa Network Services October 1999 - May 2001
Skills
SIP, VoIP, SIP Trunking, Hosted VoIP, IP Networking, Cisco Technologies, IP, WAN, Solaris, Telecommunications, Data Center, Technical Support, Ethernet, TCP/IP, Troubleshooting, Routers, Red Hat Linux, MPLS, Routing, Wireless, Managed Services, Broadsoft, Adtran, Unified Communications, Switches, Network Administration, Broadband, Network Design, Network Engineering, Sonus
Education
Des Moines Area Community College 2001 — 2002
Mathematics, UNIX
Hamilton College 1999 — 2000
Microsoft Certification
Paul Bartman's Wells Fargo Experience April 1998 - March 2001
Job Scrum Master at AMTdirect
Industry Financial Services
Experience
AMTdirect January 2014 - Present
Coca-Cola Bottling Co. Consolidated May 2012 - Present
The Vanguard Group April 2001 - May 2012
Wells Fargo April 1998 - March 2001
Kraft Foods June 1990 - March 1998
Skills
Agile Methodologies
Education
DePaul University 1993 — 1995
Master's degree, Finance and Financial Management Services
Northern Illinois University 1984 — 1986
Bachelor's degree, Computer Science
AMTdirect January 2014 - Present
Coca-Cola Bottling Co. Consolidated May 2012 - Present
The Vanguard Group April 2001 - May 2012
Wells Fargo April 1998 - March 2001
Kraft Foods June 1990 - March 1998
Skills
Agile Methodologies
Education
DePaul University 1993 — 1995
Master's degree, Finance and Financial Management Services
Northern Illinois University 1984 — 1986
Bachelor's degree, Computer Science
Evan Mahoney, CPA's Wells Fargo Experience June 2007 - February 2010
Job President at FX Initiative, LLC
Industry Capital Markets
Experience
FX Initiative, LLC October 2010 - Present
Wells Fargo June 2007 - February 2010
Skills
Foreign Exchange Risk..., Foreign Exchange, Risk Management, Foreign Currency, Foreign Currency..., Foreign Currency..., FX Derivatives, Currency Exchange, FX Hedging, Financial Accounting, Hedge Accounting, Financial Instruments, Commercial Banking, International Banking..., International Business..., Cash Management
Education
DePaul University 2003 — 2007
B.S., Honors Finance, Accounting
Certified Public Accountant
FX Initiative, LLC October 2010 - Present
Wells Fargo June 2007 - February 2010
Skills
Foreign Exchange Risk..., Foreign Exchange, Risk Management, Foreign Currency, Foreign Currency..., Foreign Currency..., FX Derivatives, Currency Exchange, FX Hedging, Financial Accounting, Hedge Accounting, Financial Instruments, Commercial Banking, International Banking..., International Business..., Cash Management
Education
DePaul University 2003 — 2007
B.S., Honors Finance, Accounting
Certified Public Accountant
John Santoro's Wells Fargo Experience April 1997 - December 2014
Job Senior Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo April 1997 - December 2014
first card 1990 - 1997
Skills
Loans, Risk Management, Commercial Banking, Credit, Commercial Lending, Financial Services, Mortgage Lending, Portfolio Management, Strategic Planning, Credit Analysis, Banking, Credit Risk, Process Improvement, Relationship Management, Enterprise Risk..., Operational Risk
Education
Quinlan School of Business, Loyola University Chicago 1987 — 1989
MBA, Finance
DePaul University 1976 — 1980
BS, Accountancy
Wells Fargo April 1997 - December 2014
first card 1990 - 1997
Skills
Loans, Risk Management, Commercial Banking, Credit, Commercial Lending, Financial Services, Mortgage Lending, Portfolio Management, Strategic Planning, Credit Analysis, Banking, Credit Risk, Process Improvement, Relationship Management, Enterprise Risk..., Operational Risk
Education
Quinlan School of Business, Loyola University Chicago 1987 — 1989
MBA, Finance
DePaul University 1976 — 1980
BS, Accountancy
Rachelle Gehant's Wells Fargo Experience August 2010 - Present
Job Database Analyst at Wells Fargo
Industry Computer Software
Experience
Wells Fargo August 2010 - Present
Sirius Consulting, LLC January 2010 - August 2010
Catalpa Systems, Inc January 2007 - December 2009
Catalpa Systems, Inc January 2002 - December 2006
Catalpa Systems, Inc July 1996 - December 2001
Education
DePaul University 1991 — 1996
BS, Computer Science
Wells Fargo August 2010 - Present
Sirius Consulting, LLC January 2010 - August 2010
Catalpa Systems, Inc January 2007 - December 2009
Catalpa Systems, Inc January 2002 - December 2006
Catalpa Systems, Inc July 1996 - December 2001
Education
DePaul University 1991 — 1996
BS, Computer Science
Angel Melvin's Wells Fargo Experience October 2004 - February 2005
Job Director of IT at Iowa Christian Academy
Industry Information Technology and Services
Experience
Iowa Christian Academy April 2012 - Present
Sammons Annuity Group August 2006 - February 2010
Wells Fargo Home Mortgage February 2006 - August 2006
Berkley Technology Services January 2005 - February 2006
Wells Fargo October 2004 - February 2005
NCMIC December 1996 - July 2004
Education
Des Moines Area Community College 1994 — 1996
AAS, Graphic Design
Iowa Christian Academy April 2012 - Present
Sammons Annuity Group August 2006 - February 2010
Wells Fargo Home Mortgage February 2006 - August 2006
Berkley Technology Services January 2005 - February 2006
Wells Fargo October 2004 - February 2005
NCMIC December 1996 - July 2004
Education
Des Moines Area Community College 1994 — 1996
AAS, Graphic Design
Nancy Orr's Wells Fargo Experience 2002 - 2005
Job Available: Internal Audit / Compliance Professional
Industry Financial Services
Experience
Available - June 2015 - Present
DineEquity, Inc. September 2012 - January 2015
. February 2008 - March 2012
Russell Investments February 2008 - April 2009
Palo Alto Compliance Consulting Firm and for Self as Consultant 2006 - 2008
Wells Fargo 2002 - 2005
Robertson Stephens / FleetBoston Financial 2000 - 2002
Charles Schwab 1999 - 2000
American Century Investments 1997 - 1999
Chicago Mercantile Exchange 1993 - 1997
Skills
Enterprise Risk..., Risk Management, Financial Risk, Governance, Corporate Governance, Process Improvement, Business Process..., Financial Analysis, Business Continuity, Vendor Management, Finance, Internal Audit, Financial Services, Sarbanes-Oxley Act, Internal Controls, Anti Money Laundering, Banking
Education
DePaul University
Bachelor of Science (B.S.), Accounting
Available - June 2015 - Present
DineEquity, Inc. September 2012 - January 2015
. February 2008 - March 2012
Russell Investments February 2008 - April 2009
Palo Alto Compliance Consulting Firm and for Self as Consultant 2006 - 2008
Wells Fargo 2002 - 2005
Robertson Stephens / FleetBoston Financial 2000 - 2002
Charles Schwab 1999 - 2000
American Century Investments 1997 - 1999
Chicago Mercantile Exchange 1993 - 1997
Skills
Enterprise Risk..., Risk Management, Financial Risk, Governance, Corporate Governance, Process Improvement, Business Process..., Financial Analysis, Business Continuity, Vendor Management, Finance, Internal Audit, Financial Services, Sarbanes-Oxley Act, Internal Controls, Anti Money Laundering, Banking
Education
DePaul University
Bachelor of Science (B.S.), Accounting
Kim Abello's Wells Fargo Experience August 2014 - Present
Job National ESOP Director, Wells Fargo ESOP Advisory
Industry Financial Services
Experience
Wells Fargo August 2014 - Present
JP Morgan Chase October 2009 - July 2014
Kick It 3v3 2008 - 2010
Duff & Phelps February 2003 - September 2009
Valuemetrics February 1989 - July 2005
Willamette Management Associates June 1995 - February 2003
Arthur Young June 1987 - February 1989
Wilkes Besterfield 1983 - 1985
Education
DePaul University 1986 — 1990
MST, Taxation
University of Illinois at Urbana-Champaign - College of Business 1979 — 1983
BS, Accounting
Carl Sandburg High School 1975 — 1979
Holy Cross Catholic School
Graduate
Wells Fargo August 2014 - Present
JP Morgan Chase October 2009 - July 2014
Kick It 3v3 2008 - 2010
Duff & Phelps February 2003 - September 2009
Valuemetrics February 1989 - July 2005
Willamette Management Associates June 1995 - February 2003
Arthur Young June 1987 - February 1989
Wilkes Besterfield 1983 - 1985
Education
DePaul University 1986 — 1990
MST, Taxation
University of Illinois at Urbana-Champaign - College of Business 1979 — 1983
BS, Accounting
Carl Sandburg High School 1975 — 1979
Holy Cross Catholic School
Graduate
Dede Andersen-Crawford's Wells Fargo Experience January 2013 - January 2014
Job Disaster Recovery Analyst, Project Manager
Industry Information Technology and Services
Experience
Undisclosed April 2015 - Present
Undisclosed January 2014 - April 2015
Wells Fargo January 2013 - January 2014
Iowa Judicial Branch April 2012 - January 2013
Toy Box LTD October 2011 - April 2012
Kooyman Lumber April 2011 - October 2011
MidAmerican Energy June 2007 - March 2011
Blackwell Publishing (now John Wiley & Sons) September 2003 - June 2007
Coach House Gift Corporate January 2000 - August 2001
Kitchens By Design October 1998 - January 2000
Skills
Editing, Publishing, Negotiation, Purchasing, Word, Excel, PowerPoint, 20/20 CAD design, SharePoint, Toy Design, Direct Sales, Process Development, Blueprint Reading, Outgoing, Microsoft Word, Microsoft Excel, Training, Analysis, Project Management, Business Process, Business Analysis, Change Management, Customer Service, Leadership, Management, Process Improvement, Sales, Vendor Management
Education
Des Moines Area Community College 2005 — 2006
AA, Business Administration/Management
Hamilton College 1993 — 1994
Diploma, Legal Executive
Undisclosed April 2015 - Present
Undisclosed January 2014 - April 2015
Wells Fargo January 2013 - January 2014
Iowa Judicial Branch April 2012 - January 2013
Toy Box LTD October 2011 - April 2012
Kooyman Lumber April 2011 - October 2011
MidAmerican Energy June 2007 - March 2011
Blackwell Publishing (now John Wiley & Sons) September 2003 - June 2007
Coach House Gift Corporate January 2000 - August 2001
Kitchens By Design October 1998 - January 2000
Skills
Editing, Publishing, Negotiation, Purchasing, Word, Excel, PowerPoint, 20/20 CAD design, SharePoint, Toy Design, Direct Sales, Process Development, Blueprint Reading, Outgoing, Microsoft Word, Microsoft Excel, Training, Analysis, Project Management, Business Process, Business Analysis, Change Management, Customer Service, Leadership, Management, Process Improvement, Sales, Vendor Management
Education
Des Moines Area Community College 2005 — 2006
AA, Business Administration/Management
Hamilton College 1993 — 1994
Diploma, Legal Executive
Filip Zdronov's Wells Fargo Experience September 2011 - Present
Job Brokerage Associate
Industry Financial Services
Experience
Wells Fargo September 2011 - Present
Education
DePaul University
Bachelor of Science, Commerce; Finance and Marketing
Wells Fargo September 2011 - Present
Education
DePaul University
Bachelor of Science, Commerce; Finance and Marketing
John E. Morlock's Wells Fargo Experience May 2012 - May 2014
Job Senior Vice President at FirstMerit Bank
Industry Banking
Experience
FirstMerit Bank May 2014 - Present
Wells Fargo May 2012 - May 2014
BMO Harris Bank N.A. May 2001 - May 2012
Cole Taylor Bank 1982 - 2001
Skills
Commercial Banking, Loans, Small Business Lending, Credit Risk, Middle Market, Portfolio Management, Capital Markets, Cash Management, Credit Analysis, Treasury Management, Loan Origination, Financial Analysis, Credit, Risk Management, Asset Based Lending, Mortgage Lending, Finance, Wealth Management, Underwriting, Mergers & Acquisitions, Commercial Lending, Banking, Executive Management, Financial Modeling, Investments, Valuation, Real Estate, Strategic Planning, Due Diligence, Real Estate Economics
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1984 — 1987
MBA, Finance
Eastern Illinois University 1978 — 1982
BS-Finance, Finance
St. Charles High School 1975 — 1978
HS
FirstMerit Bank May 2014 - Present
Wells Fargo May 2012 - May 2014
BMO Harris Bank N.A. May 2001 - May 2012
Cole Taylor Bank 1982 - 2001
Skills
Commercial Banking, Loans, Small Business Lending, Credit Risk, Middle Market, Portfolio Management, Capital Markets, Cash Management, Credit Analysis, Treasury Management, Loan Origination, Financial Analysis, Credit, Risk Management, Asset Based Lending, Mortgage Lending, Finance, Wealth Management, Underwriting, Mergers & Acquisitions, Commercial Lending, Banking, Executive Management, Financial Modeling, Investments, Valuation, Real Estate, Strategic Planning, Due Diligence, Real Estate Economics
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1984 — 1987
MBA, Finance
Eastern Illinois University 1978 — 1982
BS-Finance, Finance
St. Charles High School 1975 — 1978
HS
Arnold Grisham's Wells Fargo Experience 1981 - 1999
Job Chairman, President & CEO at TriValley Bank
Industry Banking
Experience
Tri-Valley Bank 2011 - Present
DePaul University 2011 - Present
Alta Alliance Bank 2006 - 2010
Grisham Group Executive Search 2002 - 2006
Korn/Ferry International 2001 - 2002
Civic Bank of Commerce 1999 - 2001
Wells Fargo 1981 - 1999
Skills
Fundraising, Start-ups, Business Strategy, Community Outreach, Executive Management, New Business Development, Leadership Development, Business Development, Entrepreneurship, Portfolio Management, Credit, Financial Analysis, Finance, Banking, Small Business Lending, Commercial Lending, Commercial Banking, Commercial Mortgages, Credit Analysis, Mortgage Lending, Asset Based Lending, Financial Structuring, Funding, Private Equity, Loans, Financial Services, Mortgage Banking, Mergers & Acquisitions, Restructuring, Strategic Financial..., Financial Risk, Professional Mentoring
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1970 — 1973
Master of Business Administration (M.B.A.), Finance
DePaul University 1965 — 1970
Bachelor's degree, Management
Tri-Valley Bank 2011 - Present
DePaul University 2011 - Present
Alta Alliance Bank 2006 - 2010
Grisham Group Executive Search 2002 - 2006
Korn/Ferry International 2001 - 2002
Civic Bank of Commerce 1999 - 2001
Wells Fargo 1981 - 1999
Skills
Fundraising, Start-ups, Business Strategy, Community Outreach, Executive Management, New Business Development, Leadership Development, Business Development, Entrepreneurship, Portfolio Management, Credit, Financial Analysis, Finance, Banking, Small Business Lending, Commercial Lending, Commercial Banking, Commercial Mortgages, Credit Analysis, Mortgage Lending, Asset Based Lending, Financial Structuring, Funding, Private Equity, Loans, Financial Services, Mortgage Banking, Mergers & Acquisitions, Restructuring, Strategic Financial..., Financial Risk, Professional Mentoring
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1970 — 1973
Master of Business Administration (M.B.A.), Finance
DePaul University 1965 — 1970
Bachelor's degree, Management
Clarita Cervantes's Wells Fargo Experience December 2011 - May 2013
Job Social Services Professional
Industry Nonprofit Organization Management
Experience
Medica May 2013 - Present
Wells Fargo December 2011 - May 2013
CORE PHYSICAL THERAPY March 2007 - January 2008
CORE PHYSICAL THERAPY December 2005 - March 2007
ASPIRA INC OF ILLINOIS March 2005 - July 2005
LIFELINK LATINO FAMILY SERVICES June 2003 - March 2005
ST PETER CANISIUS June 2000 - December 2001
In Home-Based Program February 2000 - December 2001
JCPenney December 1996 - March 1999
Skills
Customer Service, Benefits Administration, Word, Microsoft Office, Spanish, Scheduling, Non-profits, Teamwork, Mentoring, Telephone Skills, Microsoft Word, Process Scheduler, Time Management, Leadership Development, Nonprofits
Education
DePaul University 1997 — 2001
Bachelor of Arts, Psychology
Medica May 2013 - Present
Wells Fargo December 2011 - May 2013
CORE PHYSICAL THERAPY March 2007 - January 2008
CORE PHYSICAL THERAPY December 2005 - March 2007
ASPIRA INC OF ILLINOIS March 2005 - July 2005
LIFELINK LATINO FAMILY SERVICES June 2003 - March 2005
ST PETER CANISIUS June 2000 - December 2001
In Home-Based Program February 2000 - December 2001
JCPenney December 1996 - March 1999
Skills
Customer Service, Benefits Administration, Word, Microsoft Office, Spanish, Scheduling, Non-profits, Teamwork, Mentoring, Telephone Skills, Microsoft Word, Process Scheduler, Time Management, Leadership Development, Nonprofits
Education
DePaul University 1997 — 2001
Bachelor of Arts, Psychology
Anum C's Wells Fargo Experience April 2012 - June 2012
Job Officer; Treasury Services Senior Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2015 - Present
Ayesha Realty Inc. January 2015 - August 2015
Aon Hewitt May 2013 - December 2014
Taha Ghani, LLC September 2012 - January 2013
Wells Fargo April 2012 - June 2012
Chicago Blackhawks January 2012 - April 2012
The Melting Pot October 2008 - October 2010
La Dolce Divas Bakery April 2008 - January 2009
Aeneas, Capital Advisors July 2008 - August 2008
Skills
Microsoft Excel, Leadership, Sales, Strategy, Research, Portfolio Management, Hospitality, Customer Service, Microsoft Office, PowerPoint, Project Planning, Financial Analysis, Microsoft Word, Public Speaking, Troubleshooting
Education
DePaul University 2010 — 2012
Bachelor of Science, Finance
Bank of America Merrill Lynch August 2015 - Present
Ayesha Realty Inc. January 2015 - August 2015
Aon Hewitt May 2013 - December 2014
Taha Ghani, LLC September 2012 - January 2013
Wells Fargo April 2012 - June 2012
Chicago Blackhawks January 2012 - April 2012
The Melting Pot October 2008 - October 2010
La Dolce Divas Bakery April 2008 - January 2009
Aeneas, Capital Advisors July 2008 - August 2008
Skills
Microsoft Excel, Leadership, Sales, Strategy, Research, Portfolio Management, Hospitality, Customer Service, Microsoft Office, PowerPoint, Project Planning, Financial Analysis, Microsoft Word, Public Speaking, Troubleshooting
Education
DePaul University 2010 — 2012
Bachelor of Science, Finance
Katherine Buescher's Wells Fargo Experience June 2011 - August 2011
Job Student at Denison University
Industry Financial Services
Experience
Denison University January 2011 - Present
Camp Ronald McDonald for Good Times May 2012 - August 2012
Wells Fargo June 2011 - August 2011
Education
Denison University 2010 — 2014
Bachelor of Arts (B.A.), Economics & Women's Studies
Denison University January 2011 - Present
Camp Ronald McDonald for Good Times May 2012 - August 2012
Wells Fargo June 2011 - August 2011
Education
Denison University 2010 — 2014
Bachelor of Arts (B.A.), Economics & Women's Studies
Hugh Sweer's Wells Fargo Experience August 2000 - June 2009
Job Senior Examiner at Beacon Lender Services
Industry Financial Services
Experience
Beacon Lender Services June 2009 - Present
Wells Fargo August 2000 - June 2009
Bank of America May 1999 - August 2000
Skills
Asset Based Lending, Auditing, Due Diligence, Business Analysis, Financial Analysis, Financial Modeling
Education
DePaul University 1989 — 1994
Bachelor of Science, Finance
Beacon Lender Services June 2009 - Present
Wells Fargo August 2000 - June 2009
Bank of America May 1999 - August 2000
Skills
Asset Based Lending, Auditing, Due Diligence, Business Analysis, Financial Analysis, Financial Modeling
Education
DePaul University 1989 — 1994
Bachelor of Science, Finance
Clarence Smith's Wells Fargo Experience January 2011 - September 2011
Job Support Specialist at Apple
Industry Information Technology and Services
Experience
Apple September 2014 - Present
Haddock Computer March 2012 - September 2014
Vortex Pictures August 2006 - August 2014
Wells Fargo January 2011 - September 2011
Best Buy July 2009 - December 2010
Best Buy November 2004 - June 2009
Skills
Customer Service, Management, Sales, Time Management, Technical Support, OS X, Teamwork, Microsoft Office, Retail, Digital Photography, Photoshop, Windows, Inventory Management, Team Building, Customer Retention, Public Speaking, Microsoft Excel, Organization &..., Analytical Skills, Social Media, Macintosh hardware, iOS, Creative Writing, Leadership
Education
Des Moines Area Community College
Liberal Arts and Sciences, General Studies and Humanities
Apple September 2014 - Present
Haddock Computer March 2012 - September 2014
Vortex Pictures August 2006 - August 2014
Wells Fargo January 2011 - September 2011
Best Buy July 2009 - December 2010
Best Buy November 2004 - June 2009
Skills
Customer Service, Management, Sales, Time Management, Technical Support, OS X, Teamwork, Microsoft Office, Retail, Digital Photography, Photoshop, Windows, Inventory Management, Team Building, Customer Retention, Public Speaking, Microsoft Excel, Organization &..., Analytical Skills, Social Media, Macintosh hardware, iOS, Creative Writing, Leadership
Education
Des Moines Area Community College
Liberal Arts and Sciences, General Studies and Humanities
Gourav Bandyopadhyay's Wells Fargo Experience June 2014 - August 2014
Job CDO Portfolio Administrator/ Loan Closer at U.S. Bank
Industry
Experience
U.S. Bank June 2015 - Present
DePaul University Finance 336- Credit Risk Analyst
Wells Fargo June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Word, Public Speaking, PowerPoint, Economic Research, Global Economics, SQL, Microsoft Access, Financial Ratios, Database Design, ERD Modeling, Equity Research, ClearPar, CDO Suite
Education
DePaul University 2012 — 2015
Bachelor of Arts, Economics Major, Finance Minor, 3.43 GPA
Oakton Community College 2009 — 2011
Associate Degree, Political Science
U.S. Bank June 2015 - Present
DePaul University Finance 336- Credit Risk Analyst
Wells Fargo June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Word, Public Speaking, PowerPoint, Economic Research, Global Economics, SQL, Microsoft Access, Financial Ratios, Database Design, ERD Modeling, Equity Research, ClearPar, CDO Suite
Education
DePaul University 2012 — 2015
Bachelor of Arts, Economics Major, Finance Minor, 3.43 GPA
Oakton Community College 2009 — 2011
Associate Degree, Political Science
Steven M. Sreckovic's Wells Fargo Experience October 2014 - February 2015
Job Accenture Capital Markets Risk Analytics
Industry Management Consulting
Experience
Accenture July 2015 - Present
Wells Fargo October 2014 - February 2015
Deutsche Bank February 2014 - June 2014
AIG October 2013 - February 2014
J.P. Morgan 2002 - 2012
Credit Suisse 2000 - 2003
UBS 1994 - 1999
Skills
Market Risk, Derivatives, Capital Markets, Fixed Income, Risk Management, Hedge Funds, Equities, Portfolio Management, Finance, Equity Derivatives, Stress, Team Leadership, Investment Banking, Banking, Financial Risk, Credit Risk, Trading, Capital, Regulatory Requirements, Regulatory Submissions, Emerging Markets, Prime Brokerage, FX Options
Education
DePaul University 1989 — 1993
Bachelor of Applied Science (B.A.Sc.), Economics
University of Illinois at Chicago 1989 — 1991
Associate's Degree, Economics
Accenture July 2015 - Present
Wells Fargo October 2014 - February 2015
Deutsche Bank February 2014 - June 2014
AIG October 2013 - February 2014
J.P. Morgan 2002 - 2012
Credit Suisse 2000 - 2003
UBS 1994 - 1999
Skills
Market Risk, Derivatives, Capital Markets, Fixed Income, Risk Management, Hedge Funds, Equities, Portfolio Management, Finance, Equity Derivatives, Stress, Team Leadership, Investment Banking, Banking, Financial Risk, Credit Risk, Trading, Capital, Regulatory Requirements, Regulatory Submissions, Emerging Markets, Prime Brokerage, FX Options
Education
DePaul University 1989 — 1993
Bachelor of Applied Science (B.A.Sc.), Economics
University of Illinois at Chicago 1989 — 1991
Associate's Degree, Economics
Sophia Robertson's Wells Fargo Experience 2002 - 2006
Job Treasurer at Green Delete Inc.
Industry Information Technology and Services
Experience
Green Delete Inc. 2012 - Present
KuttingEdgeKidz LLC 2009 - 2010
Wells Fargo 2002 - 2006
Agilent Technologies 2000 - 2002
Skills
Professional Services, Business Analysis, Risk Management, Financial Modeling, Team Management, Budget Process, Market Research, Sales
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 1999
Master of Business Administration (MBA), Finance/International Marketing
Green Delete Inc. 2012 - Present
KuttingEdgeKidz LLC 2009 - 2010
Wells Fargo 2002 - 2006
Agilent Technologies 2000 - 2002
Skills
Professional Services, Business Analysis, Risk Management, Financial Modeling, Team Management, Budget Process, Market Research, Sales
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 1999
Master of Business Administration (MBA), Finance/International Marketing
Sara Torpey's Wells Fargo Experience September 2015 - Present
Job Commercial Portfolio Manager at Regional Commercial Banking Office
Industry Banking
Experience
Wells Fargo September 2015 - Present
Wells Fargo Capital Finance October 2013 - Present
Wells Fargo Capital Finance October 2012 - October 2013
Wells Fargo Capital Finance May 2007 - October 2012
Skills
Asset Based Lending
Education
DePauw University
Bachelor of Arts (BA), Spanish Language and Literature
University of Phoenix
Master of Business Administration (MBA), Business Administration and Management, General
Wells Fargo September 2015 - Present
Wells Fargo Capital Finance October 2013 - Present
Wells Fargo Capital Finance October 2012 - October 2013
Wells Fargo Capital Finance May 2007 - October 2012
Skills
Asset Based Lending
Education
DePauw University
Bachelor of Arts (BA), Spanish Language and Literature
University of Phoenix
Master of Business Administration (MBA), Business Administration and Management, General
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank