Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Salaries. You can even request information on how much does Wells Fargo pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo directly from the past employees.
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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
Orexigen Therapeutics June 2013 - Present
ACADIA Pharmaceuticals Inc. 2011 - 2013
Wells Fargo June 2005 - December 2009
Wells Fargo Home Mortgage November 2003 - June 2005
Skills
SAS, Data Management, Access, Data Analysis, Data Mining, Data Warehousing, SAS programming, Business Objects, Analytics, ETL, Database Design, Data Modeling, VBA, Databases, Leadership, Public Speaking, Customer Service, Microsoft Excel
Education
Iowa State University 1997 — 1999
Bachelor's degree, Political Science and Government
Ellsworth Community College 1986 — 1998
Associate's degree, Liberal Arts and Sciences/Biotechnology
Drake University
Public Administration
Voya Financial February 2013 - Present
Wells Fargo June 2011 - January 2013
Wells Fargo Home Mortgage January 2009 - June 2011
Wells Fargo September 2007 - January 2009
Skills
Series 6, Sales, Mortgage Lending, Loans, Banking, Credit, Mortgage Banking, Loan Origination, Credit Analysis, Refinance, Credit Risk, FHA, Underwriting, Retail Banking, Customer Service, Consumer Lending, Call Center, Commercial Banking, Risk Management, Customer Satisfaction
Education
Drake University 1999 — 2003
Bachelor's degree, Marketing/Marketing Management, General
Wellmark Blue Cross and Blue Shield August 2014 - Present
Drake University August 2011 - Present
Wellmark Blue Cross and Blue Shield May 2014 - August 2014
Wells Fargo May 2013 - August 2013
Skills
Social Media, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Photoshop, Time Management, Fundraising, Social Networking, Community Outreach, Public Speaking, Leadership, Team Leadership, Teamwork, Leadership Development, Facebook, Outlook, Customer Satisfaction
Education
Drake University 2011 — 2015
Accounting and Finance
Wells Fargo April 2006 - Present
Wells Fargo Financial, Inc. February 1998 - April 2006
Gary Hoyer Law Firm July 1996 - February 1998
Skills
Management, Process Improvement, Leadership, Strategy
Education
Drake University Law School 1992 — 1995
Doctor of Law (JD)
University of Iowa 1988 — 1992
Bachelor of Business Administration (BBA), Accounting
JPMorgan Chase & Co. September 2014 - Present
Mayatech, llc February 2014 - July 2014
Wells Fargo September 2009 - January 2014
Accountemps August 2012 - October 2012
Walgreens May 2008 - May 2010
Sodexo September 2007 - May 2009
Skills
Accounting, Time Management, Customer Service, Banking, Microsoft Office, Access, Sales, Outlook, Teamwork, Finance, Retail Banking, Mortgage Banking, Chapter 13 Bankruptcy, Analytical Skills, Project Management, Interpersonal...
Education
Drake University 2007 — 2011
Bachelor's Degree, BSBA, Accounting and Information Systems, 3.2
Capital City Property Management April 2014 - Present
Wells Fargo January 2015 - Present
Kum & Go May 2014 - October 2014
Wells Fargo January 2008 - June 2014
Premier Mortgage July 2007 - December 2007
Midland Loan Services January 2007 - July 2007
Principal Global Investors January 2006 - August 2006
Skills
Investment Properties, Leases, Contract Negotiation, Asset Management, Portfolio Management, Foreclosures, Sales, REO
Education
Drake University 2012 — 2015
Masters of Business Administration
University of Northern Iowa 2001 — 2006
Bachelor's degree, Finance and Real Estate
Wells Fargo August 2008 - Present
ENCOMPASS/IFMC August 2006 - August 2008
Wells Fargo Home Mortgage December 2003 - July 2006
Dun and Bradstreet June 1977 - August 2003
Skills
Leadership, Customer Service, Microsoft Excel, Process Improvement, Microsoft Word, Microsoft Office, Event Planning, Outlook
Education
Drake University
Cornell College April 2014 - Present
Wells Fargo November 2008 - April 2014
Wells Fargo 2004 - 2008
Wells Fargo 1999 - 2004
KPMG US 1996 - 1999
Skills
Financial Reporting, General Ledger, Accounting, Accruals, Reconciliation, GAAP, Variance Analysis, Analysis
Education
Drake University 2000 — 2002
Masters of Business Administration, Accounting
University of Iowa 1992 — 1996
Bachelor of Business Administration, Accounting
Wells Fargo December 1995 - Present
Amoco Oil Company May 1988 - December 1995
Education
Drake University 1990 — 1993
Master of Business Administration (MBA), Business Administration and Management, General
Iowa State University 1984 — 1988
Bachelor of Business Administration (BBA), Accounting
Wells Fargo August 2014 - Present
Wells Fargo February 2014 - May 2014
Drake University August 2009 - May 2014
Drake University January 2014 - February 2014
JiaRui Assurance July 2013 - August 2013
Hanze Wealth June 2013 - July 2013
Drake University May 2012 - April 2013
Drake University May 2011 - May 2012
People's Insurance Company of China May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Apple OS, Mandarin, English, Management, Statistics, Financial Analysis, Financial Reporting, Financial Institutions, Banking, Access, Finance
Education
澳大利亚新南威尔士大学 2015 — 2016
Master of Professional Accounting, Accounting
Drake University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Wells Fargo July 2015 - Present
Target May 2014 - Present
Target September 2013 - May 2014
Whitfield & Eddy, P.L.C. May 2011 - May 2013
Felhaber, Larson, Fenlon & Vogt May 2012 - August 2012
Skills
Legal Research, Legal Writing, Legal Issues, Legal Documents, Microsoft Office, Westlaw, Real Estate, Outstanding..., Goal Oriented, SAP, Archer, FDCPA, UDAAP, Vendor Management
Education
Drake University Law School 2010 — 2013
Juris Doctor, May 2013
The University of Iowa, Henry B. Tippie College of Business Iowa 2006 — 2010
Bachelor of Business Administration, Finance
Ankeny High School 2003 — 2006
Carr&Wright, P.L.C. September 2014 - Present
Carr&Wright June 2012 - August 2014
Principal Financial Group June 2013 - August 2013
Wells Fargo April 2008 - August 2011
Skills
Securities, Legal Research, Finance, Legal Writing, Financial Analysis, Financial Modeling, Analysis, Negotiation, Westlaw, Economics, Leadership, Insurance, Microsoft Excel, Investments, PowerPoint
Education
Drake University Law School 2011 — 2014
Law
Drake University 2006 — 2010
Bachelor, International Business, Management
Citi December 2012 - January 2015
Wells Fargo June 2011 - May 2012
Fannie Mae April 2010 - June 2011
Matlen May 2008 - January 2010
IBM April 2007 - April 2008
Freddie Mac July 2006 - April 2007
Other September 1992 - June 2006
Skills
Business Process..., Risk Management, Leadership, Project Management, Integration, Analysis, Enterprise Software, ITIL, SDLC, Business Analysis, Financial Risk, Requirements Analysis
Education
Drexel University 1992 — 1997
BS, Accounting & MIS
Wells Fargo June 2015 - Present
Park House AIDS Care October 2005 - Present
University Tees August 2013 - July 2014
City of Edina June 2012 - August 2013
Skills
Sales, Customer Service, Microsoft Office, Public Speaking, Team Building, PowerPoint, Negotiation, Microsoft Word, Microsoft Excel, Teaching, Windows, Photoshop, Editing, Strategic Planning, Marketing, Time Management, Social Media
Education
Drake University 2012 — 2016
Bachelor's Degree, Health Services Management/Marketing, Senior
Edina High School 2009 — 2012
High School
Fulton Bank August 2014 - Present
C&F Bank November 2013 - August 2014
SunTrust Bank September 2011 - November 2013
Wells Fargo June 2010 - August 2011
The Best 401k September 2006 - May 2010
Thomson Financial January 2005 - September 2006
First Federal Bank of California June 2003 - December 2004
Skills
HR Consulting, Debt Restructuring, Financial Accounting, Real Estate, Research, Market Planning, Microsoft Office, Customer Service
Education
Drew University 1999 — 2003
Bachelors Degree, Economics
St. Rose High School 1996 — 1999
Anion Blinds January 2007 - Present
Hy-Vee August 2014 - May 2015
Investment Real Estate July 2012 - January 2015
Wells Fargo June 2014 - August 2014
Indiana Grain Co. May 2012 - September 2013
Education
Drake University 2011 — 2015
Bachelor’s Degree, Actuarial Science and Mathematics
Bank of America Merrill Lynch October 2014 - Present
TEKsystems June 2014 - October 2014
Signature Consultants November 2013 - June 2014
Wells Fargo May 2013 - November 2013
Wells Fargo May 2012 - April 2013
Wells Fargo Bank September 2010 - May 2012
Wachovia, A Wells Fargo Company May 2009 - September 2010
Wachovia Corp. January 2007 - May 2009
Wachovia Bank January 2005 - January 2007
Wachovia Securities 2001 - 2005
Skills
Large Group Facilitation, Program Facilitation, Project Facilitation, Process Improvement, Program Management, Process Engineering, Strategic Planning, Imaging Systems, Mergers, Compliance, IT Management, Team Building, Change Management, Customer Relations, Vendor Management, Team Leadership, Cross-functional Team..., Business Analysis, Project Management, Banking, Leadership, Agile Methodologies, Visio, Disaster Recovery, Management, Mergers & Acquisitions, Quality Assurance, Software Documentation, Project Planning, Analysis, ITIL, Data Center, Enterprise Software, Start-ups, ERP, Servers, Skilled Relationship..., Cross Functional..., Budgets, Consulting, Project Portfolio..., Financial Services, Risk Management, IT Strategy, Information Technology, PMO, Software Project..., Infrastructure, Agile Project Management, Project Delivery
Education
Rowan University 1978 — 1982
BA, Communications
Drew University
Post-graduate coursework
Ditech Mortgage Corp Formerly GMAC Formerly Ally Bank March 2010 - Present
Fifth Third Bank September 2008 - February 2010
JPMorgan Chase March 2006 - September 2008
Wells Fargo February 2004 - March 2006
Skills
Mortgage Banking, Loans, Commercial Lending, Credit Analysis, Mortgage Lending, Credit, Banking, Residential Mortgages, Portfolio Management, Underwriting, VA Loans, Consumer Lending, Finance, Refinance, FHA, Loan Origination, FHA Financing
Education
Drexel University 1998 — 2002
Bachelor's Degree, Finance and Marketing
Grace Foundation - Nigeria March 2014 - Present
Middlesex County Vocational and Technical Schools September 2011 - Present
Comunidad de Madrid October 2013 - June 2014
Walter O. Krumbiegel Middle School September 2011 - May 2012
Wells Fargo February 2008 - November 2011
Skills
Research, Teaching, Higher Education, Public Speaking, Training, Nonprofits, History, International Education, Customer Service, Time Management, Event Planning, Staff Development, Social Networking, Outreach Services, Organizational..., Community Outreach, Social Media, Secondary Education, Management, Leadership, NGOs, Curriculum Development, Program Development, Microsoft Office, Intercultural..., Intercultural Relations
Education
Drexel University 2012 — 2015
Master of Science (MS), Global and International Education
Kean University 2010 — 2012
Bachelor of Arts (B.A.), History & Secondary Education
Middlesex County College 2007 — 2009
Associate of Arts (A.A.), Liberal Arts and Education
Emerson Process Management May 2011 - Present
Emerson Process Management May 2011 - Present
Wells Fargo Bank, N.A. September 2009 - May 2011
Wells Fargo August 2008 - September 2009
Wells Fargo March 2005 - August 2008
American Republic Insurance Company n/k/a American Enterprise Mutual Holdings September 2000 - March 2005
Polk County Attorney's Office May 1995 - September 2000
Mahaska County Attorney's Office January 1995 - May 1995
Skills
Strategy, Vendor Management, Cross-functional Team..., Management, Leadership, Training, Legal Writing, Corporate Law, Recruiting, Negotiation, Strategic Planning, Policy, Banking, SDLC, Enterprise Software, Auditing, Marketing, Supply Chain Management, Financial Risk, Supply Chain, Corporate Governance, Mergers & Acquisitions, Contract Management
Education
Drake University Law School 1992 — 1994
J.D., Law
Iowa State University 1988 — 1992
B.A., Political Science and History
Wells Fargo August 2014 - Present
Wells Fargo April 2014 - August 2014
Wells Fargo August 2013 - April 2014
R & K Properties LLC July 2005 - November 2013
West Des Moines Community Schools August 2004 - January 2013
Michigan State University January 1999 - May 2002
Skills
Educational Technology, Training, Microsoft Office..., Webpage design, Endorsed in teaching..., Middle School Teaching..., Educational Leadership, Teacher Training, Teacher Mentoring, Employee Surveys, Video Editing, Presentations, Web Design, Adult Education, Classroom Management, Curriculum Design, Curriculum Development, K-12, Classroom, Instructional Technology, Differentiated...
Education
Iowa State University 2011 — 2016
Doctor of Philosophy (Ph.D.), Educational Leadership and Administration, General
Iowa State University 2008 — 2010
Master's degree, Educational Leadership and Administration, General
Drake University 2002 — 2003
Master's degree, Teaching
Michigan State University 1998 — 2002
Bachelor of Science (BS), Anthropology
Michigan State University 1998 — 2002
Bachelor of Arts (B.A.), History
Wells Fargo Home Mortgage May 2013 - Present
Wells Fargo September 2004 - May 2013
Wells Fargo February 1997 - August 2004
Allied Group April 1984 - February 1997
Allied Group (Nationwide) April 1984 - February 1997
Statesman Data Services August 1982 - April 1984
CyCare Systems July 1980 - August 1982
John W. Law May 1978 - July 1980
Skills
Networking, Microsoft Excel, Project Management, Microsoft Office, Strategic Planning, Analysis, SDLC, Microsoft SQL Server, Management, VB.NET, SharePoint, Visio, Troubleshooting, Business Analysis, SQL, Databases, HTML
Education
Drake University
Business Administration
Kirkwood Community College
Computer Programming
Wells Fargo Home Mortgage January 2012 - Present
Wells Fargo June 2010 - January 2012
Wells Fargo Financial July 2001 - June 2010
Skills
Internal Controls, Audit, Loans, Compliance, Risk, Financial Institutions
Education
Drake University 1987 — 1991
BA, International Relations
American University of Rome 1990 — 1990
International Business
Ankeny Community School District July 2015 - Present
Wells Fargo September 2011 - June 2014
Lepel Corporation June 1996 - May 2003
Skills
Microsoft Office, Customer Service, Project Management, Microsoft Excel, Leadership, Sales, Microsoft Word, PowerPoint, Research, Public Speaking, Team Leadership, Event Planning, Access
Education
Drake University 2011 — 2014
Master of Arts (M.A.), Secondary Education and Teaching, 4.0
Stony Brook University 1987 — 1996
Engineer's Degree, Electrical and Electronics Engineering
Wells Fargo June 2006 - Present
Ernst & Young July 2003 - May 2006
Principal Financial Group June 2001 - December 2002
Skills
Sarbanes-Oxley Act, Financial Reporting, CPA, Internal Audit, Auditing, Sarbanes-Oxley
Education
Drake University 2007 — 2009
Masters of Business Administration
Simpson College 1999 — 2003
Bachelor of Arts, Accounting
The Commerce Trust Company March 2002 - Present
Wells Fargo 2000 - March 2002
Brenton Bank 1992 - 2000
Skills
Mutual Funds, High Net Worth..., Asset Allocation, Investment Management, Portfolio Management, Asset Managment, Wealth Management, Investments, Financial Analysis, Valuation, Alternative Investments, Investment Strategies, Asset Management, Risk Management, Banking, Equities
Education
Drake University 1990 — 1994
B.S.B.A., Business Management / Finance
Avnet Electronics Marketing June 2012 - Present
Rorke Data an operating group of Avnet Inc. July 2011 - June 2012
Avnet November 2010 - August 2011
Nu Horizons Electronics April 2008 - December 2010
SPS Commerce August 2005 - October 2007
Wells Fargo July 2003 - June 2005
Datalink Corporation January 1999 - June 2003
iREZ Research Corporation August 1997 - December 1998
Skills
Sales, Project Management, Microsoft Office, Computer Hardware, Consulting, Supply Chain, Networking, ERP, Outlook, Market Planning, Lotus Notes, Banking, NAS, Storage, Account Management, Business Development, Salesforce.com, Product Management, Hardware, Enterprise Software, Marketing, Integration, Sales Operations, Storage Area Networks
Education
Drake University 1992 — 1996
B.S.B.A, Management - Marketing
Wayzata 1990 — 1992
Wells Fargo September 2014 - Present
Wells Fargo via Robert Half Technology June 2014 - September 2014
Iowa Department of Administrative Services via Portico Staffing. January 2013 - February 2014
Independent Instructional Designer April 2011 - June 2013
Des Moines Area Community College December 2011 - May 2012
KCWI/KDMI June 2010 - May 2011
VA Communications October 2005 - December 2009
ZLRIgnition January 2004 - August 2005
Barkley September 1998 - November 2003
Bromley Aguilar and Associates December 1997 - June 1998
Skills
Instructional Design, E-Learning, Market Research, Technical Writing, Media Planning, Media Buying, Needs Analysis, Training Delivery, Training, Team Building, Staff Development, Advertising, Negotiation, Adult Education, Blended Learning, Leadership, Strategy, Workshop Facilitation, Instructor-led Training, Curriculum Design, Entrepreneurship, Leadership Development, Interviews, ADDIE, Program Management, Organizational Learning, Conflict Management, Focus Groups, Qualitative Research, Media Research, Public Speaking, Marketing, Change Management, Social Media, Learning Management, Employee Training, Distance Learning, Large Group Facilitation, Change Leadership, Consumer and Market..., Quantitative Research, Microsoft Office 2013, Articulate Suite, Web-based Learning, Adult Learning Theory, Adult Learning..., Course Design, Mobile Learning, OpenText CMS, SnagIt
Education
Drake University 2012 — 2015
Doctor of Education (Ed.D.), Leadership, 4.0
Drake University 2010 — 2012
Ed.S., Specialist in Education--Leadership Endorsement, 4.0
Drake University 2008 — 2010
Master of Science, Adult Learning and Organizational Performance, 4.0
Harvard Program on Negotiation 2008 — 2008
Certificate, Negotiation and Conflict Resolution
Lindenwood University 1985 — 1988
B.S., Business Administration
Wells Fargo June 2015 - Present
Drake University February 2013 - Present
Drake University February 2013 - Present
Drake University July 2014 - September 2014
Vision Financial Group, LLC May 2013 - August 2013
Skills
Visio, Microsoft Office, Team Leadership, Team Work, Communication, Grant Writing, Public Speaking, Teamwork, Access
Education
Drake University 2012 — 2016
Bachelor's Degree, Accounting/Marketing
Straightline International March 2015 - Present
Non Profit Theatre June 2014 - February 2015
Wells Fargo August 2011 - 2014
Premier Accounting January 2007 - April 2012
Skills
Series 6, Series 63, Series 65, Retirement Planning, Mutual Funds, 401k, Marketing, PowerPoint, FINRA, Microsoft Excel, Public Speaking, Financial Analysis, Banking
Education
Drew University 2005 — 2009
Bachelor of Arts; focused, Business and History
Aviva USA January 2011 - Present
Wells Fargo May 2007 - January 2011
Wells Fargo June 2004 - May 2007
Wells Fargo January 2002 - June 2004
Principal Financial Group May 1994 - October 2001
Allied Insurance 1992 - 1993
Allied Insurance 1992 - 1993
LabOne January 1989 - August 1991
LabOne April 1987 - January 1989
Skills
Security, Software Documentation, Information Security, Firewalls, Business Continuity, Business Analysis, Process Improvement, Project Management, Access, Identity Management, Quality Assurance, Servers, Information Security..., Computer Security, CISSP, Customer Service
Education
Drake University 2007 — 2010
MSE, Adult Learning & Organizational Performance
The University of Kansas 1987 — 1991
Clinical Social Work
Ottawa University 1979 — 1986
BA, Psychology
Wells Fargo April 2015 - Present
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Access, Microsoft Word, Teamwork, Actuarial Science, Statistics, Visual Basic, Matlab, Financial Analysis, English, Public Speaking, Risk Management, Time Management, Java
Education
Drake University 2012 — 2014
Bachelor of Science in Business Administration, Actuarial Science and Information Systems
2010 — 2011
Wells Fargo July 2012 - Present
Wells Fargo Home Mortgage, Wells Fargo Bank 2002 - Present
Wells Fargo Home Mortgage August 2002 - July 2012
Wellmark December 2000 - July 2002
Skills
Process Improvement, Portfolio Management, Business Analysis, Vendor Management, SDLC, PMO, Technical Project..., Leadership, Business Process..., Project Management, Program Management, Project Portfolio...
Education
Drake University 1998 — 2000
MBA, Business Management
Drake University 1998 — 2000
Master of Business Administration (M.B.A.), Business Administration and Management, General
Rogers Corporation May 2014 - Present
Senior Reward/Compensation Executive on a career break April 2013 - Present
Standard Chartered Bank October 2011 - Present
Royal Bank of Scotland May 2007 - September 2011
Wells Fargo November 2005 - May 2007
Bank of America 2002 - 2002
Gateway 1999 - 2002
MicroAge, Inc. 1997 - 1999
American Express March 1994 - 1997
Towers Perrin July 1977 - December 1993
Skills
Deferred Compensation, Incentive Programs, Performance Management, Incentives, Change Management, Sales Compensation, Human Resources, Personnel Management, HRIS, Consulting, Executive Pay, Employee Benefits, Benchmarking, Leadership, Strategy, Talent Acquisition, Management, Sales Operations, HR Policies, Employee Relations, Compensation, Job Evaluation, Compensation & Benefit, Governance, Remuneration, Compensation Committee..., Banking
Education
Drake University
BBA, Actuarial Science
Utah State University
MBA, Management
Wells Fargo CCRG January 2014 - Present
Sean Vasey Productions, LLC June 2010 - Present
Wells Fargo September 2012 - January 2014
Skills
Music, Music Production, Songwriting, Recording, Business Administration, Management, Marketing, Leadership, Development Of Teams, Finance, Time Management, Leadership Development, Outlook, Microsoft Excel, Teamwork, Project Management, Building Relationships, Talent Management, Social Media Marketing, Event Planning
Education
Drake University 2006 — 2011
Bachelor of Science in Business Administration, Business Administration and Management, General
West Des Moines Valley 2002 — 2006
Diploma
Principal Financial Group July 2015 - Present
Wells Fargo August 2014 - July 2015
Wells Fargo October 2012 - August 2014
Village Inn April 2012 - October 2012
Education
Drake University 2009 — 2012
Bachelor of Arts (B.A.), History
Mansfield University of Pennsylvania 2007 — 2009
Political science
Iowa Finance Authority May 2015 - October 2015
Nordstrom Business Group May 2014 - August 2014
Wells Fargo May 2010 - November 2011
Skills
Customer Service, Accounting, Finance, Java, VBA, Loans, Event Planning, Data Analysis, Microsoft Excel
Education
Drake University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Insurance
Churchill High School 2005 — 2007
Advanced Level, Math, Physics, Chemistry
Loyal Pet Shop January 2015 - Present
Coldwell Banker July 2013 - Present
Barbara Sari Photography September 2005 - Present
Wells Fargo February 2012 - October 2012
Fremont Bank July 2009 - February 2012
JPMorgan Chase August 2005 - January 2009
Wells Fargo Home Mortgage April 2003 - August 2005
HSBC September 2001 - April 2003
COMHAR - Open Door Clubhouse June 2000 - September 2001
Skills
project management, Direct Mail, Creative Development, Product Management, Market Research, Customer Relations, Product Development, Analysis, Fundraising, Non-profits, Event Management, Event Planning, Administrative Work, Creative Direction, Project Management, Relationship Management, CRM, Strategy, Marketing, Nonprofits, Sales Management, Leadership, Product Marketing, Direct Marketing, Management, Training, Customer Service, Program Management, Sales, Competitive Analysis, Analytics, Cross-functional Team..., Time Management, Customer Experience, Human Resources, Budgets, Financial Services, Vendor Management, Copywriting
Education
Drexel University - LeBow College of Business 2000 — 2004
MBA, Marketing
Drexel University 1997 — 2000
Bachelor of Science, Psychology
Wells Fargo
Skills
Mortgage Lending, Risk Management, Customer Service, Leadership, Financial Services
Education
Drake University 2001 — 2005
Bachelor of Arts (BA), Political Science and Government
Johnson & Johnson June 2015 - Present
Carlson School of Management 2014 - Present
General Mills June 2012 - July 2014
General Mills June 2010 - June 2012
General Mills July 2009 - June 2010
Wells Fargo June 2008 - August 2008
Wells Fargo June 2007 - August 2007
Skills
Cross-functional Team..., Strategy, Competitive Analysis, Pricing Strategy, Strategic Financial..., Cost Analysis, Foreign Exchange, Process Improvement, SAP, Essbase
Education
Drake University 2005 — 2009
BSBA, Finance and Management
Fachhochschule Wiener Neustadt 2007 — 2007
Business Consultancy, Business
University of Minnesota - Carlson School of Management
Brand Management
U-Haul International, Inc. May 2006 - Present
Tull Forsberg & Olson PLLC 2006 - 2006
USA Risk Group West, Inc. 2005 - 2005
Clifton Gunderson LLP 2004 - 2005
Auditor-General's Office 2002 - 2004
Financial Federal Credit, Inc. 2000 - 2001
CIT 1998 - 2000
Wells Fargo 1995 - 1995
World Savings Bank 1994 - 1995
Chicago Title Insurance Company 1992 - 1993
Skills
Accounting, Cost Accounting, Fixed Assets, Auditing, General Ledger, Budgets, Financial Analysis, Financial Statements, Finance, Microsoft Excel, Credit Analysis, Portfolio Management, Loans, Management
Education
Rockford University 1997 — 1997
Master of Business Administration (MBA)
Drake University 1989 — 1990
Bachelor's Degree, BSBA Finance Investments
Indiana University Bloomington 1986 — 1988
Business Administration
Guilford High School 1983 — 1986
High School
Movement Mortgage, LLC July 2015 - Present
EverBank December 2013 - July 2015
Wells Fargo July 2009 - December 2013
Bank of America December 2005 - July 2009
Bank of America January 2002 - November 2005
Kookmin Bank July 1996 - December 2001
Skills
Banking, Credit, Mortgage Lending, Credit Analysis, Retail Banking, Relationship Management, Sales, Financial Analysis, Financial Services, Customer Service, Mortgage Banking, Loan Origination, Sales Management, Consumer Lending, Insurance, FHA, Refinance, Microsoft Excel, Microsoft Office, Marketing, Residential Mortgages
Education
Drexel University 1989 — 1991
Master of Business Administration (MBA), Finance & International Business
Hanyang University 1985 — 1989
Bachelor of Science (BS), International Business/Trade/Commerce
Turner Law Office PLLC September 2013 - Present
ING July 2013 - January 2014
Wells Fargo September 2012 - June 2013
Hammer Simon & Jensen 2007 - 2008
Hammer simon & jensen 2007 - 2007
Skills
Litigation, Legal Research, Legal Writing, Business Valuation, Managerial Finance, Marketing Management, Customer Service, Typing, Presentations, Sales, Legal Issues, Securities Regulation, Securities, Bankruptcy
Education
University of Iowa - Henry B. Tippie College of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Management
Drake University Law School 2009 — 2012
Juris Doctorate, Banking, Corporate, Finance, and Securities Law
University of Dubuque 2005 — 2009
Bachelor's Degree, Criminal Justice and Communications
St. John's Northwestern Military Academy 2003 — 2005
High School
Federal Home Loan Bank of Des Moines December 2014 - Present
Wells Fargo June 2012 - November 2014
Wells Fargo April 2011 - June 2012
United Way of Central Iowa August 2010 - 2010
Wells Fargo February 2005 - September 2007
Darwin T. Lynner Company May 2002 - February 2005
City of Des Moines June 2000 - May 2002
Iowa Department of Economic Development November 1998 - June 2000
City of Des Moines May 1995 - November 1998
Skills
Underwriting, Credit, Community Development, Non-profits, Banking, Mortgage Lending, Public Speaking, Fundraising, Strategic Planning, Community Outreach, Leadership Development, Process Improvement, Public Relations, Team Building, Loans, Change Management, Risk Management, Leadership, Project Management
Education
Drake University 2002 — 2007
MBA, Master of Business Administration
Iowa State University 1992 — 1996
BS, Community and Regional Planning
Wolters Kluwer - ProVation Medical April 2015 - Present
University of Minnesota August 2013 - Present
Pet Me Scratch Me Doggy Daycare April 2011 - May 2012
Wells Fargo August 2008 - February 2011
Witt's Pharmacy June 2005 - June 2008
Skills
Microsoft Word, Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Time Management, Research, Matlab, R, Schrodinger, Data Analysis
Education
University of Minnesota 2013 — 2014
Master of Science (M.S.), Biomedical Informatics and Computational Biology, 1st year
University of Wisconsin-La Crosse 2011 — 2013
Biology, Pre-Veterinary
Drake University 2006 — 2007
San Jose State University June 2015 - Present
Berkley Technology Services November 2013 - April 2015
Businessolver March 2013 - October 2013
Businessolver May 2011 - March 2013
Wells Fargo December 2010 - May 2011
Wells Fargo June 2009 - December 2010
Skills
Customer Service, System Testing, Process Improvement, Microsoft Office, User Acceptance Testing, Information Technology, Requirements Gathering, SQL, Leadership, Training, Data Analysis, Customer Support, Employee Benefits, Health Insurance, Insurance, Business Analysis, Microsoft Excel, Team Building, Sales, Team Leadership, Strategic Planning, PeopleSoft Financial
Education
Drake University 2010 — 2013
Master of Business Administration (M.B.A.), Executive Leadership
Wartburg College 2005 — 2009
Bachelor of Arts (B.A.), Business Administration, Management and Finance
Bankers Trust June 2014 - Present
Bankers Trust January 2014 - June 2014
Wells Fargo June 2013 - August 2013
Northwestern University May 2011 - August 2012
Summer Stuff Day Camp May 2011 - August 2012
Drake University September 2011 - October 2011
Skills
Finance, Customer Service, Leadership, Teamwork, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Team Leadership
Education
Drake University 2011 — 2014
BSBA, Finance, Investments and Securities
Wells Fargo Home Mortgage February 2013 - Present
Wells Fargo Home Mortgage November 2011 - February 2013
Wells Fargo Home Mortgage 2011 - 2011
Iowa State University November 2008 - December 2010
Aviva USA June 2007 - October 2008
Wells Fargo April 2001 - June 2007
Wells Fargo Home Mortgage January 2001 - January 2004
Education
Drake University 2005 — 2007
MBA, Business Administration - Executive Development Emphasis
Graceland University 2000 — 2002
BA, Accounting/Business Administration
AIB 1998 — 2000
Wells Fargo March 2015 - Present
Wells Fargo March 2013 - March 2015
Progressive Insurance October 2006 - March 2013
Progressive Insurance March 2005 - October 2006
Progressive Insurance August 2004 - March 2006
Grundy County Economic Development August 2001 - August 2003
Skills
SAS, Data Analysis, Competitive Analysis, Insurance, Risk Management, Analysis, PowerPivot, Microsoft Excel, Microsoft Office, Business Analysis, Hummingbird, Queries, Ad Hoc Reporting, Peachtree, Visio, Requirements Gathering, Quantitative Research, Qualitative Research, Leadership, Project Management, Program Management
Education
University of Northern Iowa 2000 — 2002
Master of Business Administration (MBA)
University of Northern Iowa 1997 — 2000
Bachelors, Marketing
Drake University 2010 — 2013
Bachelor's degree, Accounting
Medical Oncology & Hematology Associates July 2015 - Present
Wellmark November 2011 - July 2015
Stover Consulting Corp. February 2008 - July 2015
Wells Fargo November 2009 - April 2015
Stover Consulting Corp. February 2008 - November 2009
Walters Companies, Inc. (including spin-off Third Inning Solutions, Inc.) May 2002 - June 2008
Burg Simpson Eldredge Hersh & Jardine, P.C. 1999 - 2002
Skills
International Project..., Contract Negotiations, Supplier Negotiations, Pricing Negotiations, Strategic Negotiations, Purchasing Negotiations, Negotiating Contracts, Contract Review, Contract Development, Contract Writing, Project Implementation, Project Execution, Real Estate, Real Estate Development, Real Estate Transactions, Real Estate Negotiation, Project Management, Contract Negotiation, Negotiation, Supplier Negotiation, Contract Management, Purchasing, Management, Mergers & Acquisitions, Leadership, Outsourcing, Procurement, Strategy, Sourcing, Strategic Sourcing, Corporate Law, Human Resources, Vendor Management, Budgets, Business Process..., Facilities Management, Risk Management, Legal Writing, Process Improvement, Program Management, Team Building, Strategic Planning, Consulting, Business Analysis, Insurance, New Business Development, Commercial Real Estate, Management Consulting, Business Strategy
Education
University of Iowa - Henry B. Tippie College of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Drake University Law School 1994 — 1997
Juris Doctorate with Honors
University of Northern Colorado 1988 — 1993
Bachelor of Arts
General Motors September 2013 - Present
Net1Promotions June 2009 - August 2013
MediaWhiz December 2005 - January 2009
Ermas Consulting February 2004 - September 2005
ACS January 2001 - January 2004
AMS September 1999 - January 2001
Wells Fargo May 1997 - September 1999
Yale University January 1997 - May 1997
CMSI January 1996 - January 1997
AMS January 1995 - January 1996
Skills
XML, Databases, Oracle, Software Development, SQL, Web Services, SOAP, Subversion, Web Analytics, Tomcat, DB2, Hibernate, Java, JSP, Spring, Integration, Java Enterprise Edition, Web Development, Eclipse, MySQL, HTML, Agile Methodologies, .NET, Systems Analysis, SDLC, Struts
Education
Drexel University 1993 — 1994
MS, Computerized Information Systems
Drexel University - LeBow College of Business 1988 — 1993
BS, Marketing
MicroVest Capital Management, LLC September 2014 - Present
Wells Fargo January 2013 - August 2014
Tanamera Capital July 2010 - December 2012
Wells Fargo Securities November 2005 - March 2009
Citi Private Bank November 2004 - November 2005
Raymond James September 2001 - May 2004
Skills
Investments, Structured Products, Alternative Investments, Derivatives, Risk Management, Strategy, Banking, Emerging Markets, Hedging, Private Banking, Equity Derivatives, Economics, Brokerage, Capital Markets, Cakes, Asset, Real assets, Product Development, Latin America, Farmland
Education
Drew University 1997 — 2001
B.A., Economics, Spanish
Universidad de Belgrano 2000 — 2000
International School Kuala Lumpur 1994 — 1997
Hong Kong International School 1988 — 1994
Wells Fargo Advisors January 2013 - Present
Wells Fargo January 2012 - Present
Northwestern Mutual September 2009 - December 2011
Synteract September 2008 - March 2009
VGX Pharmaceutical September 2007 - March 2008
PSI International June 2006 - September 2006
Skills
Competitive Analysis, Research, Microsoft Office, Management, Statistics, Networking, Finance, Market Planning, Database Administration, Personal Financial..., Financial Services, Series 6, Insurance, Licensed Life & Health..., Mutual Funds, Variable Annuities, Banking, Investment Strategies, Home Equity, Series 63, CRM, Analysis, Investments, Retirement, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Excel
Education
Drexel University 2006 — 2011
Bachelor of Science, Business Administration; Finance, Biology Minor
Upper Dublin High School 2002 — 2006
Diploma
SportsLabs - A Silver Chalice Company May 2015 - Present
TEKsystems June 2013 - April 2015
Wells Fargo May 2012 - August 2012
Skills
Outsourcing, Consulting, Service Delivery, Temporary Placement, Staff Augmentation, Staffing Services, Internet Recruiting, Technical Recruiting, Benefits Negotiation, Applicant Tracking..., Contract Recruitment, Talent Acquisition, Screening Resumes, IT Recruitment, Screening, SDLC, Information Technology, Agile Methodologies, Recruiting, Management
Education
Drake University 2009 — 2013
Bachelor of Science (B.S.), Marketing
AnnieMac Home Mortgage February 2013 - Present
Absolute Home Mortgage Corp. November 2012 - February 2013
Gateway Funding/Infinity Home Mortgage January 2012 - November 2012
Wells Fargo June 2010 - January 2012
Guaranteed Home Mortgage Company, Inc. April 2009 - June 2010
Countrywide Home Loans May 2007 - April 2009
LNB Capital August 2005 - May 2007
New Century Mortgage Corp. September 2004 - August 2005
EquiFirst Mortgage January 2004 - September 2004
American Mortgage Express January 1998 - January 2004
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, FHA, Conventional, Refinance, Mortgage, Conforming, VA loans, Loans, First Time Home Buyers, Mortgage Industry, VA, Purchase, Banking, Real Estate, Reverse Mortgages, Residential Mortgages, Sales Management, Investment Properties, New Business Development, Commercial Mortgages, Construction Loans, USDA, Strategic Planning, Coaching, Negotiation, Real Estate Finance, B2B, Selling, Funding, Residential, Team Building, 203K, Certified Mortgage..., Condos, Credit Analysis, FHA financing, Finance, Foreclosures, Government Loans, Investments, Investors, Loss Mitigation, REO, Real Estate Economics, Real Estate Transactions, Referrals, Residential Homes, Sellers
Education
Sterling Regional High School 1991 — 1995
Drexel University
WRIGHT Financial Group LLC March 2012 - Present
Wells Fargo 2002 - 2005
Wachovia Securities 2000 - 2002
UBS Wealth Management 1998 - 2000
Edward Jones 1994 - 1998
American Stock Exchange 1988 - 1994
Skills
Investments, Retirement Planning, Investment Strategies, Estate Planning, Financial Advisory, Portfolio Management, Retirement, Asset Allocation, Fixed Income, Financial Services, Alternative Investments, Strategic Financial..., Series 7, Wealth Management, Asset Managment, Financial Analysis, Insurance, Financial Modeling, Investment Advisory, Equities, Relationship Management, Series 63, Business Development, Mutual Funds, Finance
Education
New York University 2009 — 2011
Certificate, Financial Planning
Drew University 1983 — 1987
BA, Economics
Wells Fargo January 1996 - Present
Skills
Virtualization, Citrix, Citrix Metaframe, Cloud Computing, Business Continuity, Information Security, Data Center, CISSP, Microsoft Certified..., Disaster Recovery, SharePoint, Visio, Information Technology, Software Documentation, Security, Vendor Management, IT Strategy, Enterprise Architecture, SDLC, Servers
Education
Drexel University 1981 — 1991
Bachelor of Science
Monsignor Bonner High School 1977 — 1981
Wells Fargo September 2014 - Present
3M May 2007 - September 2014
GamersInfo.net August 2004 - August 2007
3M May 2004 - May 2007
Volt Technical Resources January 2000 - May 2004
Skills
IT Management, Business Analysis, MS Project, Software Development, Microsoft SQL Server, Visio, Project Management, Process Improvement, Program Management, SDLC, Requirements Analysis, Change Management, Business Process..., Team Leadership, Testing, Six Sigma, Management
Education
Drexel University 1992 — 1997
BS, Chemical Engineering
Raymond James & Associates, Inc May 2011 - Present
Wells Fargo May 2004 - May 2011
Skills
Trading, Fixed Income
Education
Drake University
MBA
University of Iowa
Microbiology
AmerisourceBergen, Lash Group April 2012 - Present
Bank of America July 2010 - April 2012
Wells Fargo August 2008 - July 2010
Wachovia Corporation February 2007 - July 2008
Aon Consulting April 2004 - January 2007
PwC April 1996 - March 2004
Skills
Strategy, Leadership, Management, Change Management, Organizational..., Performance Management, Leadership Development, Vendor Management, Management Consulting, Risk Management, Business Strategy, CRM, Business Development, Employee Engagement, Project Management, Human Resources, Coaching, Stakeholder Engagement, Culture Change, Organizational..., Organizational Culture, User Experience, Customer Loyalty, Brand Development, Corporate Branding, Brand Management, Rebranding, Branding & Identity, Customer Experience, Customer Insight
Education
Villanova University 2006 — 2006
Master Certificate in Human Resources, Strategic Human Resource Management
Drexel University 1990 — 1993
Bachelors of Science:, Corporate Communication; Marketing
Salem College 1988 — 1990
Liberal Arts, Music
Wells Fargo March 2015 - Present
Wells Fargo Home Mortgage March 2011 - March 2015
Wells Fargo Home Mortgage January 2007 - March 2011
Sogeti November 2004 - December 2006
ADP July 1996 - November 2004
Education
Drake University 2002 — 2004
Masters, Public Administration
University of Northern Iowa 1992 — 1996
BA, Public Administration
Wells Fargo April 2013 - Present
Wells Fargo January 2005 - April 2013
Skills
Databases, Analysis, Integration, Web Applications, SDLC, SQL, Mortgage, Access, Java, SQL Server, Deployment, J2EE, Problem Solving, User Acceptance Testing, Production Support, Windows, Business Analysis, XML, Web Services, Requirements Analysis, Testing, Data Warehousing, Visio, Data Modeling, Microsoft SQL Server, ETL, DB2, Metadata
Education
Drake University 1988 — 1997
BS Business Admin, Information Systems major Finance minor
Wells Fargo September 2007 - Present
Skills
Risk Management, Program Management, Process Improvement, Vendor Management, Business Analysis, Leadership, SDLC, Disaster Recovery, Management, IT Strategy, Banking, Business Continuity
Education
Drake University 1993 — 1995
MBA
Simpson College 1986 — 1990
BA, Computer Science / Business
Wells Fargo January 2013 - Present
Wells Fargo Bank 2008 - Present
Wells Fargo June 2005 - June 2008
Wells Fargo June 2000 - June 2005
Education
Drake University 2002 — 2005
MBA
University of Northern Iowa 1993 — 1997
Wells Fargo Home Mortgage September 2013 - Present
Wells Fargo February 2011 - Present
Wells Fargo August 2005 - February 2011
Kemin Health August 2003 - August 2005
Drake University April 2001 - August 2003
cmf&z Marketing Communications September 1997 - April 2001
CMF&Z 1997 - 2001
Des Moines Register August 1992 - 1997
Wellmark Blue Cross and Blue Shield March 1989 - July 1992
Skills
Market Research, Public Relations, Employee Engagement, Strategic Communications, Marketing Research, Marketing, Media Relations, Public Policy, Human Resources, Internal Communications, Marketing Communications, Project Planning, Change Management, Integrated Marketing, Management, Corporate Communications, Fundraising, Research
Education
Drake University 1975 — 1991
Bachelor of Arts (B.A.), Sociology
Wells Fargo October 2010 - Present
Education
Drake University 1999 — 2002
Bachelor of Business Administration (B.B.A.)
Wells Fargo May 2010 - Present
Wells Fargo Financial August 2005 - May 2010
Education
Drake University
MBA
Iowa State University
Bachelor of Science, Accounting
Wells Fargo
Education
Drake University 2002 — 2004
Master of Business Administration (MBA)
University of Iowa - Henry B. Tippie College of Business 1996 — 2000
Bachelor of Business Administration (BBA), Management Information Systems, General
Wells Fargo Home Mortgage October 2014 - Present
Wells Fargo November 2009 - October 2014
Wells Fargo Home Mortgage February 2001 - November 2009
Skills
Marketing Communications, Corporate Communications, Crisis Communications, Public Relations, PowerPoint, Newsletters, Press Releases, Internal Communications, Strategic Communications, Media Relations, Leadership
Education
Drake University 1995 — 1999
Bachelor's degree, Journalism and Mass Communications
Dowling Catholic High School 1992 — 1995
Wells Fargo October 2013 - Present
Aviva October 2008 - September 2013
Wells Fargo October 2006 - September 2008
Principal Financial Group June 1997 - October 2006
Hewitt Associates 1993 - 1997
Skills
Defined Benefit, Pensions, Actuarial Science, Product Management, Fixed Annuities, Leadership, Product Development, Portfolio Management, Financial Risk, Risk Management, Strategy, Variable Annuities, Analysis
Education
Drake University
BSBA, Actuarial Science
Wells Fargo March 2002 - Present
Skills
Quality Assurance, Banking, Process Improvement, Business Requirements, Risk Management, SDLC, Vendor Management, Business Process..., Strategic Planning, Change Management, Requirements Gathering, Relationship Management, Team Leadership, Business Intelligence, Leadership, Program Management
Education
University of Phoenix 2003 — 2005
MBA, Business Administration / Marketing
Graceland University 2002 — 2003
BA, Business Management
Drake University 2001 — 2002
Public Relations
AIB College of Business 1999 — 2001
Associate, Business Administration
Wells Fargo Home Mortgage January 2013 - Present
Wells Fargo November 2007 - January 2013
Wells Fargo Financial May 2006 - November 2007
Two Rivers Marketing 2001 - 2006
Education
Drake University 2000 — 2002
Wells Fargo September 2011 - Present
Wells Fargo Bank April 2010 - September 2011
Wells Fargo Bank January 2006 - April 2010
Charles Schwab November 2003 - January 2006
Leap - Arts In Education November 2000 - November 2003
Skills
Marketing Strategy, Strategic Planning, Marketing, Financial Services, Social Media, Social Media Marketing, Social Media Strategist, Relationship Management, Integrated Marketing, Direct Marketing, Digital Marketing, Facebook, Sponsorship, Brand Awareness, Strategy, New Media, Sales, Multi-channel Marketing, Analytics, Event Planning, Relationship Marketing
Education
San Francisco State University, College of Business 2007 — 2009
MBA, Business
The Evergreen State College 1997 — 1999
BA, Fine Arts, Spanish
Drew University 1995 — 1997
Wells Fargo December 2011 - Present
Skills
SAS, Financial Services, Analytics
Education
Drake University 2012 — 2014
Masters of Science in Leadership Development, Marketing
Upper Iowa University
Wells Fargo March 2014 - Present
AmericanWest Bank November 2012 - February 2014
Opus Bank February 2012 - November 2012
Small Business Capital June 2011 - February 2012
Bank of Southern California formerly First Business Bank May 2008 - June 2011
Skills
SBA, Commercial Lending, SBA 504, Loans, Lines Of Credit, Credit, Commercial Mortgages, Financial Analysis, Underwriting, Loan Origination, Credit Analysis, Small Business, Mortgage Lending, USDA, Portfolio Management, Commercial Banking, Credit Risk, Funding, Asset Based Lending, Real Estate Financing, Mortgage Banking, Business Development, Construction Loans, Financial Structuring, Consumer Lending, Banking, Treasury Management, Cash Flow Lending, Refinance, Commercial Finance
Education
Drake University
Bachelor's degree, Finance
University of San Diego
MBA, Finance
Wells Fargo July 2012 - Present
Bank of America 2009 - July 2012
Indymac Bank December 2005 - March 2008
IndyMac Bank 2005 - 2008
SunWest Mortgage December 2004 - November 2005
Skills
Loans, Mortgage Lending, Credit, Mortgage Banking, Loan Origination, FHA, Banking, Underwriting, Refinance, Residential Mortgages, Customer Service, Loss Mitigation, Sales, Risk Management, Leadership
Education
Arizona Culinary Institute 2003 — 2004
Culinary Arts
Drew University 1999 — 2003
BA, Psychology
Regions Private Wealth Management June 2012 - Present
Regions Financial Corporation June 2005 - June 2012
Principal Financial Group April 1999 - May 2005
Wells Fargo November 1994 - April 1999
Aviva USA 1989 - 1994
Skills
Marketing Strategy, Analysis, Integrated Marketing, Marketing, CRM, Multi-channel Marketing, Business Strategy, Strategy, Database Marketing, Marketing Research, Marketing Management, Sales, Segmentation, Banking, Strategic Planning, Management, Marketing Communications, Leadership, Relationship Management, Web Analytics, Market Planning, Analytics, Sales Management
Education
Drake University 1994 — 1997
MBA
University of Northern Iowa 1984 — 1989
BA, Marketing
Mercer U.S. Consumer 2007 - Present
Wells Fargo July 2003 - October 2007
Nationwide Advantage Mortgage March 2000 - July 2003
ING 1997 - 2000
Allied Insurance 1990 - 1997
Skills
Operations Management, Insurance, Call Center, Policy, Workforce Planning, Process Improvement, Underwriting, Call Centers, Contact Centers, Risk Management, Property & Casualty..., Business Process..., Health Insurance, Strategy, Management Consulting, Management, Executive Management
Education
Drake University 2010 — 2013
Masters of Science, Leadership Developement
The University of South Dakota 1979 — 1983
Bachelor of Science, Communications
Wells Fargo Financial May 2005 - Present
Wells Fargo June 1995 - May 2005
Education
Drake University 1996 — 1998
MBA, Business
Simpson College 1991 — 1995
BA, Business, Computer Science, History
Wells Fargo Systems ConsultantWells Fargo1981 - 2009
Wells Fargo 1981 - 2008
Wells Fargo 1981 - 2008
Skills
SDLC
Education
Drake University 1972 — 1975
B.S.
PolicyWorks LLC July 2013 - August 2015
Wells Fargo May 2013 - July 2013
SPPG January 2013 - March 2013
Iowa State University Beginning Farmers Center & Iowa Concern Hotline June 2012 - January 2013
Drake University Legal Clinic June 2012 - December 2012
Office of the Attorney General - Iowa January 2012 - May 2012
Iowa House of Representatives January 2012 - April 2012
Iowa Civil Rights Commission February 2011 - May 2011
Aveda Institute November 2007 - August 2010
West Coast Bank April 2006 - November 2007
Skills
Team Leadership, Determination, Legislative Relations, Criminal Law, Legislative Research, Strategic Planning, Personable, Legal Research, Westlaw, Civil Litigation, Banking, Corporate Law, Litigation, Courts, Legislation, Public Policy, Administrative Law, Legal Issues, Policy, Policy Analysis, Legal Writing
Education
Drake University Law School 2010 — 2012
Juris Doctor, Business Law Certificate, Deans List
University of Oregon 2001 — 2003
Bachelor of Arts, Educational Studies
Helsper, McCarty, Mahlke & Kleinjan, P.C. November 2014 - Present
South Dakota State University December 2013 - Present
Helsper & Mahlke, P.C. October 2012 - October 2014
State of Iowa September 2011 - October 2012
Drake University August 2010 - May 2011
Drake Legal Clinic August 2010 - December 2010
Goosmann Law Firm May 2010 - July 2010
SD Association of County Officials June 2009 - August 2009
SD Department of Agriculture June 2009 - August 2009
Wells Fargo May 2006 - July 2008
Skills
Litigation, Public Policy, Legal Writing, Policy Analysis, Legal Research, Civil Litigation, Research, Wills, Personal Injury, Estate Planning, Criminal Defense, Government, Criminal Law, Westlaw
Education
Drake University Law School 2008 — 2011
Doctor of Law (J.D.)
South Dakota State University 2002 — 2006
B.S.
Granite Peak Development February 2005 - Present
Wells Fargo June 1981 - February 2005
Education
Drake University Law School 1974 — 1974
JD
University of Northern Iowa 1969 — 1973
B S, Economics
Wells Fargo October 2012 - Present
Country Club Trust Company June 2011 - September 2012
Kansas University endowment association 2009 - 2011
Drake University December 2006 - June 2009
Skills
Planned Giving, Wealth, Wills, Philanthropy, Fundraising, Nonprofits, Financial Advisory, Volunteer Management, Tax, Business Development, Grants, Grant Writing, Management, Community Outreach, Public Speaking, Program Development, High Net Worth..., Wealth Management..., Relationship Management, Trust Services, Trusts, Retirement Planning, Estate Tax Planning, Marketing, Wealth Management
Education
Drake University Law School 1993 — 1996
JD with honors, Law
University of Iowa 1991 — 1993
BA, Political Science
Wells Fargo May 2014 - Present
Wells Fargo July 2012 - May 2014
Wells Fargo January 2010 - July 2012
Wells Fargo July 2007 - January 2010
Wells Fargo May 2005 - July 2007
Wells Fargo April 1994 - May 2005
Wells Fargo June 1987 - April 1994
Skills
Credit, Banking, Financial Analysis, Financial Modeling, Business Process..., Process Improvement, Business Analysis, Forecasting, Strategy, SDLC, Budgets, Accounting, Credit Cards, Analysis, Strategic Planning, Debit Cards, Merchant Services, Data Analysis, Management, Finance, Risk Management, Strategic Financial..., Variance Analysis, Activity Based Costing, Essbase, Financial Reporting
Education
Drake University 1997 — 1999
MBA
Drake University 1988 — 1992
BSBA, Accounting
Wells Fargo December 1997 - Present
Skills
Leadership Development, Coaching, E-learning, Organizational..., Change Management, Needs Analysis, PowerPoint, Adult Education, Mentoring, Online Training, Web-based Training, Microsoft Office, Word, Program Management, Learning Management, Training Delivery, E-learning Development, Curriculum Design, Public Speaking, Outlook, Curriculum Development, Team Building, Performance Management, Blended Learning, Interviewing, Time Management, Strategic Planning, Talent Management, E-Learning, Onboarding, Leadership, Process Improvement, Management, Training, Call Centers, ADDIE, Performance Consulting, Instructional Design, Employee Training, Staff Development, Instructor-led Training, Captivate, Cross-functional Team..., Employee Engagement, Organizational..., Performance Improvement, Succession Planning, SnagIt, Executive Coaching, Learning Management...
Education
Drake University 2003 — 2007
Masters, Education
Iowa State University 1988 — 1997
BLA, Communication and Art, Human Development and Family Services, Humanities
Wells Fargo July 2012 - Present
Leighton State Bank December 2011 - July 2012
Iowa Realty Commercial January 2011 - December 2011
Skills
Financial Analysis, Underwriting, Sensitivity Testing, Excel Models, Credit Analysis, Leveraged Finance, Cash Flow Lending, Commerical Banking, Mergers & Acquisitions, Mergers & Acquisitions..., Key Risk Analysis
Education
Drake University 2008 — 2010
Bachelor's Degree, Finance and Investments
Wells Fargo July 2014 - Present
Iowa Court of Appeals January 2013 - July 2014
Iowa Judicial Branch October 2010 - January 2013
Galligan & Reid May 2008 - May 2010
Skills
Legal Writing, Research, Westlaw, Administrative Law, Legal Issues, Motions, Litigation
Education
Drake University Law School 2007 — 2010
JD, Law
University of Northern Iowa 1997 — 2001
BA, Communications - Electronic Media
Wells Fargo Shareowner Services 2008 - Present
Wells Fargo November 2007 - Present
Wells fargo 2004 - 2007
Skills
Investments, Asset Management, Banking, Equities, Financial Services, Securities, Risk Management, Portfolio Management, Process Improvement, Strategy
Education
Iowa State University - College of Business 1986 — 2000
BBA, Finance
Drake University 1991 — 1994
MBA
Wells Fargo August 2002 - Present
Wellmark Blue Cross and Blue Shield November 2000 - July 2002
Cap Gemini Ernst & Young January 2000 - November 2000
Skills
Small Business, Recruiting, Grant Writing, Team Building, Non-profit..., Teaching, Government, Team Leadership, Program Management, SDLC, Community Outreach, Business Analysis, Coaching, Volunteer Management, Leadership, Requirements Gathering, Program Development, Organizational..., Marketing, Career Counseling, Social Media, Fundraising, Software Project..., Project Portfolio..., Entrepreneurship, Visio, Training, Selling, Event Management, Personal Development, Business Requirements, Leadership Development, Strategic Planning, Process Improvement, Staff Development, Public Relations, Social Networking, Event Planning, Project Management, Community Development, Vendor Management, Executive Coaching, Public Speaking, Nonprofits, PMO, PMP, Workshop Facilitation, PowerPoint, Editing, Risk Management
Education
Drake University 1998 — 2000
Masters in Business Administration, Business Administration and Management
Westerm Michigan University
Accounting and Business/Management
John Deere Financial March 2013 - Present
Farmers Mutual Hail via The Palmer Group July 2012 - March 2013
Principal Financial Group May 2010 - July 2012
Principal Financial Group September 2007 - May 2010
William Penn University – College for Working Adults August 2007 - December 2007
Universal Systems and Technology, Inc. August 2006 - September 2007
John Deere Financial November 2002 - August 2006
Girl Scouts of the USA May 2002 - June 2002
Wells Fargo February 2001 - May 2002
Living History Farms May 2000 - February 2001
Skills
Instructional Design, Performance Improvement, Measurement & Evaluation, Organizational..., Project Management, Performance Consulting, Adult Learning, Information Mapping, Curriculum Design, Public Speaking, Blended Learning, ADDIE, Needs Analysis, Business Process..., Scripting &..., PowerPoint Design, eLearning Design, Instructor-led Training, SnagIt, Leadership Development, Learning Management..., Training, PowerPoint, Distance Learning, Leadership, Management, Workshop Facilitation, Analysis, Adult Learning Theory, Employee Training, Coaching, Program Management, Interviews, Human Resources
Education
Drake University 2005 — 2008
Master of Science, Adult Learning, Performance & Development
Iowa State University 1998 — 2000
Bachelor of Science, History
University of Iowa 1996 — 1997
Journalism
Wells Fargo April 2006 - Present
Skills
SDLC, Requirements Gathering, Business Requirements, Visio, Software Project..., Business Analysis, Vendor Management, Banking, Risk Management
Education
University of Idaho 1987 — 1989
Masters, Music Performance
Drake University 1980 — 1984
BA, Music Education
UOB April 2013 - Present
Wells Fargo June 2012 - January 2013
East P.A. Pipe Private Limited Company December 2007 - May 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Sales, English, Chinese, Actuarial Science, Teamwork, Financial Analysis, Leadership, Marketing, Team Leadership, Research
Education
Drake University 2009 — 2012
Bacholer Of Business, Actuarial Science
Drake University 2009 — 2011
Bachelor of Business Administration (BBA), Actuarial Science
INTI International College Penang 2006 — 2009
Nil, HSC and American Transfer Program
Bankers Trust August 2012 - Present
Principal Global Investors May 2011 - August 2012
Wells Fargo January 2006 - February 2011
Banco Popular North America September 2002 - September 2005
Cramer Krasselt February 2000 - September 2002
Wells Fargo September 1995 - February 2000
Skills
Relationship Management, Direct Marketing, Marketing Strategy, Database Marketing, Financial Services, Market Research, Strategy, Product Management, Leadership, Cross-functional Team..., Marketing, Management, Account Management, Integrated Marketing, Advertising, Business Strategy, Customer Acquisition
Education
Drake University
MA - Mass Communications, Integrated Marketing Communications, 4.0
Drake University
BA Journalism/Mass Communications, Advertising/Public Relations, 3.675
IH Capital LLC September 2014 - Present
Wells Fargo June 2010 - September 2014
Iron Hound Managment Company LLC August 2009 - June 2010
Skills
Investments, Valuation, Real Estate Economics, Financial Modeling, Real Estate, Financial Analysis, Loans, Due Diligence, Real Estate Financing, Loan Origination, Capital Markets, Commercial Real Estate, Credit Analysis, Private Equity, CMBS, Finance, Microsoft Office, Equities, Microsoft Excel, Structured Finance, Credit, Banking
Education
Drew University 2006 — 2009
Bachelor of Arts (B.A.), Economics
The Members Group January 2015 - Present
The Members Group May 2014 - January 2015
The Leukemia & Lymphoma Society February 2013 - May 2014
Wells Fargo January 2008 - January 2013
Skills
Event Planning, Project Management
Education
University of Iowa 1994 — 1998
BA, Sociology
Drake University
MPA
Wells Fargo June 2014 - Present
Wells Fargo August 2012 - June 2014
Wells Fargo September 2010 - July 2012
Skills
Credit, Credit Analysis, Loans, Financial Analysis, Banking, Accounting, Financial Accounting, Small Business Lending, Commercial Lending, Lines Of Credit, Commercial Banking, GAAP, Microsoft Excel, CPA, Loan Origination, Microsoft Word, Credit Risk, Microsoft Office, Mortgage Banking, Financial Risk, Risk Management
Education
North Carolina State University 2010 — 2010
Masters, Accounting
Drake University 2005 — 2008
BSBA, Accounting and Finance
Wells Fargo June 1981 - Present
Skills
Loans, Banking, Risk Management, Financial Analysis, Process Improvement, Credit, Financial Reporting, Strategic Financial..., Financial Modeling, Finance, Credit Analysis, Underwriting, Portfolio Management, Management, Call Centers, Financial Risk, Mortgage Lending, Financial Services, Credit Risk, Consumer Lending
Education
Drake University
MBA, Accounting and Business Administration
Wells Fargo February 2012 - Present
Wells Fargo Enterprise Data and Analytics November 2010 - December 2011
Wells Fargo April 2010 - November 2010
Wells Fargo February 2008 - April 2010
Wells Fargo August 2002 - February 2008
Skills
Analytics, Direct Marketing, Database Marketing, Customer Acquisition, Cross Selling, Strategy, Marketing
Education
Drake University 2003 — 2005
Masters in Business Administration, Business Administration
Graceland University 1999 — 2002
Bachelor of Science, Computer Science, Information Technology, Business Administration.
Wells Fargo February 2015 - Present
Wells Fargo March 2012 - Present
Wells Fargo August 2009 - March 2012
Wells Fargo Financial February 2008 - July 2009
Skills
Customer Service, Credit, Debt Settlement, Loss Mitigation, Revolving Lines of..., Credit Cards, Team Building, Teamwork, Banking, Teaching
Education
Drake University 2001 — 2003
endorsement, Elementary Education
University of Northern Iowa 1984 — 1989
BA, Music Education
Wells Fargo May 2012 - Present
Wellmark May 2011 - April 2012
Wells Fargo Technology Connection October 2009 - April 2011
Employer's Mutual Co June 1997 - April 2009
Skills
Electronic..., Programming, Help Desk Support, Customer Service, Outlook
Education
Drake University 1977 — 1982
BS, Business
Drake University July 2013 - Present
Iowa Resource for International Service (IRIS) October 2012 - July 2013
Wells Fargo March 2012 - October 2012
Pamala Gilmore Salon September 2010 - December 2011
Iowa Department of Human Rights November 2010 - November 2011
Chengde Teachers College August 2009 - July 2010
Skills
Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Outlook, Data Entry, Research, Public Speaking, Program Management
Education
Drake University 2005 — 2009
Bachelor of Arts (B.A.), International Relations and Affairs/Politics
Saint Charles University 2007 — 2007
State Street January 2015 - Present
Wells Fargo July 2013 - January 2015
Wells Fargo September 2010 - July 2013
Wells Fargo July 2007 - September 2010
Skills
QRM, Bloomberg, Financial Modeling, MBS, Treasury Management, Mortgage Lending, Financial Analysis, Hedging, Credit Risk, Risk Management, Fixed Income Analysis, Morningstar, Access, Investments, ALM
Education
Drake University 2003 — 2007
Bachelor of Science (BS), Finance, General
Wells Fargo July 2005 - Present
Education
Drake University Law School 1992 — 1995
Doctor of Law (JD)
University of Illinois at Urbana-Champaign 1988 — 1992
Bachelor's degree, Political Science and Government
Career Resources Group Lee Hecht Harrison 2012 - Present
Wells Fargo 2001 - 2012
Skills
Change Management, Organizational..., Coaching, Business Analysis, Management, Process Improvement, Leadership Development, Talent Management, Employee Relations, Strategic Planning, Customer Service, Human Resources, Team Building, Performance Management
Education
Drake University
Masters, Public Administration
ING Financial Partners March 2011 - June 2013
Principal Financial Group August 2005 - March 2011
Wells Fargo March 2003 - August 2005
Skills
Analytical Capability, Team Leadership, Building Effective..., Financial Risk..., Dependable Team Player, Business Process..., Innovative
Education
Drake University 1992 — 1998
Bachelor of Science (BS), Accounting
Wells Fargo September 2013 - Present
Wells Fargo November 2011 - September 2013
Education
Drake University 2007 — 2010
Master’s Degree, Adult Learning & Organizational Performance (Concentrations in Training & Development/Leadership)
Morningside College 1999 — 2001
Bachelor’s Degree, Education/Teaching of Individuals in Elementary Special Education Programs