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.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
The GBS Group January 2014 - Present
Lockheed Martin July 2007 - January 2014
SEI September 2006 - July 2007
Wells Fargo November 2004 - June 2006
Skills
Financial Analysis, Financial Reporting, Cost Accounting, Revenue Recognition, Process Improvement, Budget Forecasts, Cash Flow Forecasting, Pricing, PeopleSoft, Microsoft Excel, SAP, P&L Analysis, Financial Accounting, Analysis, General Ledger, Team Leadership, Balance Sheet, Project Management, Government Contracting, Accounting, Sales, Finance, Active DoD Secret...
Education
Drexel University 2012 — 2013
Course work towards MBA
Philadelphia University 2000 — 2004
Bachelor of Science (BS), Finance
Wells Fargo July 2013 - Present
Wells Fargo June 2012 - August 2012
Ernst & Young January 2011 - July 2011
Adknowledge, Inc. September 2009 - December 2010
McGladrey & Pullen November 2007 - September 2009
Cuneo, Lawson, Shay & Staley July 2005 - November 2007
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Accounting, SEC filings, CPA, Financial Accounting, Internal Controls, GAAP, Auditing, Sarbanes-Oxley Act, US GAAP, Due Diligence, Financial Statements, Forecasting, Corporate Finance, Variance Analysis, Strategic Financial..., General Ledger, External Audit
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
Masters of Business Administration
Drury University 2001 — 2005
Bachelor of Arts, Accounting
Wells Fargo June 2011 - Present
Wells Fargo September 2004 - June 2011
Mellon Bank June 1996 - September 2004
Education
Temple University 1992 — 1995
Master of Business Administration (M.B.A.), Computer Information Systems
Drexel University - College of Business and Administration 1985 — 1990
Bachelor of Science in Business Administration, Finance, General
Wells Fargo April 2014 - Present
Harbortouch October 2012 - October 2013
Telerx June 2009 - October 2012
Skills
Customer Service, Customer Satisfaction, Call Centers, Social Media, Long-term Customer..., Sales, Windows, Microsoft Office, Mac, Apple Safari, Risk Management, Credit Risk, Risk Assessment, Risk Analysis, Communication, Teamwork
Education
Drexel University 2013 — 2016
Bachelor's degree, Communication, General
Lehigh Carbon Community College 2010 — 2013
Associate's degree, Journalism
Morgan Stanley August 2012 - Present
Mikuni Restaurant March 2011 - June 2014
Shotyme Apparel March 2011 - January 2014
Wells Fargo March 2011 - August 2011
Mikuni Restaurant March 2007 - December 2008
DTSC General Information Service August 2005 - February 2007
Juice Whirl'd April 2006 - November 2006
Chinese Community Church September 2003 - March 2006
Tapioca Express March 2003 - August 2005
Skills
Digital Photography, Photoshop, Adobe Software, Mac OS X, iphoto, iMovie, iDVD, Final Cut Pro, iTunes, Computer Science, Automotive Aftermarket, Accounting, Business Management, Food Service, Sports, OS X, Valuation, Social Media, Management, Sales, PowerPoint, Social Networking, Microsoft Word, Microsoft Excel, Finance, Microsoft Office, Teamwork, Data Analysis, Blogging, Email Marketing, Training, Customer Service, Economics, Editing, Resume Writing, Financial Analysis, Food, Coaching, Mac OS
Education
Drexel University 2012 — 2014
Master's degree, Finance, General
University of Maryland College Park 2009 — 2010
Bachelor's Degree, Criminal Justice
Montgomery College 2008 — 2009
Associate's degree, Business Administration and Management, General, 3.0
Wells Fargo Home Mortgage December 2012 - Present
Wells Fargo September 2011 - December 2012
Rock Monsters LLC January 2008 - September 2011
Family Roots LTD May 2005 - January 2008
ACCBank June 2002 - May 2005
Skills
ACT CRM, Sales Presentations, Credit Risk, Banking, Portfolio Management, Loans, Credit Analysis, Credit, Mortgage Lending, Mortgage Banking, Retail Banking, Cross Selling, Sales Management, Relationship Management, Business Development, Loan Origination, Sales, Commercial Lending
Education
Dublin Institute of Technology 1997 — 2001
Business Administration and Management, General
Trinity College, Dublin
Bachelor of Science (B.Sc.), Business Management
Garbally
Garbally
Garbally College
Stryker Sustainability Solutions July 2014 - Present
Stryker Sustainability Solutions June 2013 - July 2014
Target July 2011 - June 2013
Wells Fargo June 2010 - July 2011
Skills
Loss Prevention, Retail Management, Customer Service, Inventory Management, Hiring, Excel, Accountability, Telephone Skills, Word, Interviewing, Scheduling, Time Management, Profit, Talent Management, Security, Human Resources, Community Relations..., Security Management, Physical Security, Loss Prevention..., Merchandising, Visual Merchandising, Microsoft Excel, Microsoft Word, Retail, Inventory Control, Store Management, Interviews, Management
Education
Drexel University
Bachelor of Arts, Political Science
U.S. Bank December 2014 - Present
Wells Fargo August 2014 - December 2014
Park City Live January 2014 - April 2014
Balls-n-Strikes June 2009 - December 2012
Skills
Microsoft Office, Social Skills, Networking, Social Media, Entrepreneurship, Teamwork, Leadership, Learning Quickly, Team Leadership, Critical Thinking, Training, Event Planning, Public Speaking, Financial Analysis, Event Management
Education
University of Utah 2013 — 2014
Drury University 2009 — 2013
TruStone Financial March 2015 - Present
Wells Fargo February 2014 - July 2014
Wells Fargo Home Mortgage February 2009 - February 2014
Wells Fargo Home Mortgage February 2009 - September 2012
Sony/Cantec/Halfords & Bike Hut August 1999 - January 2008
Ascon engineering Ireland April 1999 - September 2000
Skills
Finance, Financial Analysis, Analysis, Management, Strategic Financial..., Derivatives, Managerial Finance, Mortgage Lending, Accounting, Sales, Econometrics, Loans, Mortgage Banking, Credit, Credit Risk, Risk Management, Financial Risk, Portfolio Management, Financial Modeling, Credit Analysis, Loan Origination, Residential Mortgages, FHA financing, Government Loans, VA loans, Mortgage Underwriting, Non-Conforming, Business Analysis, Underwriting, Banking, Home Equity Loans, Construction Loans, Mortgage Servicing, Certified Mortgage..., Refinance, Consumer Lending, FHA, Mortgage Marketing, Financial Structuring, Funding, Wholesale Lending, USDA Rural Housing, Real Estate Financing, Asset Management, Asset Based Lending, HomePath, Branch Management, NMLS Licensed, Investments, Loan Servicing
Education
National University of Ireland, Maynooth 2004 — 2008
BA Double Major Finance and Economics, Financial and economic analysis, Honors 2nd class
Dublin Institute of Technology 1999 — 2001
Computer Science
United Way California Capital Region February 2015 - Present
Davis swim and fitness June 2013 - October 2014
Comcast 2011 - 2012
Wells Fargo 2009 - 2011
Skills
Marketing, Sales, Coaching, Public Relations, Customer Service, Strategic Planning, Leadership, Public Speaking, Program Management, Event Management
Education
Drexel University 2014 — 2016
Bachelor of Science (B.S.), Business Administration and Management, General
Santander Bank, N.A. September 2015 - Present
Wells Fargo February 2015 - September 2015
Capital One August 2013 - February 2015
Crowne Plaza IHG,Group March 2012 - August 2013
Quality Inn December 2009 - March 2012
Ed Ransom Tennis camp June 2010 - August 2010
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Research, PowerPoint, Teamwork, Time Management, Hotels, Front Office, Hospitality, Leadership, Social Media, Public Speaking, Outlook, Hospitality Management, Sales, Financial Analysis, Analysis, Hospitality Industry, Hotel Management, Windows, Telephone Skills, Social Networking, Banking, Loans, Finance, Coaching, Retail Banking, Customer Satisfaction, Relationship Management, Credit, Strategy
Education
Drexel University - College of Business and Administration 2015 — 2017
Bachelor of Business Administration (B.B.A.)
Kean University 2010 — 2014
Middlesex County College 2006 — 2009
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Guaranteed Rate March 2014 - Present
Wells Fargo September 2008 - December 2013
GMAC September 2006 - September 2008
Home Financing LLP (an ABA of National City Mortgage) July 2005 - August 2006
Fidelity Mortgage November 2003 - June 2005
Skills
Mortgage Banking, Mortgage Lending, FHA, Loans, Banking, Residential Mortgages, Finance, First Time Home Buyers, Sales, Credit, Insurance, Investment Properties, Refinance, Mortgage Marketing, Portfolio Management, Business Development, Leadership, Credit Analysis, Referrals, Loan Origination, USDA, Financial Analysis
Education
Drexel University - College of Business and Administration 1999 — 2003
BS, Finance
Captains License
Pennsylvania Real Estate License
Wells Fargo March 2014 - Present
Wells Fargo 2014 - Present
4WT Media November 2012 - June 2013
United States Artists November 2011 - September 2012
Docstoc October 2011 - November 2011
Experian Interactive Media February 2007 - April 2011
Privately Held Startup Company September 2006 - February 2007
LendingTree (IAC Aquisition $726 Million) January 2003 - September 2006
Redhat June 2001 - December 2001
Siebel Systems (Oracle Acquisition $5.8 Billion) May 2000 - April 2001
Skills
Product Execution, Revenue and Profit..., Product Strategy,..., Product Marketing and..., Consumer Experience &..., Research & Analysis, Strong Communication..., Strong Coaching &..., Senior Management..., Team Leadership, Technical Project..., Product Marketing, Analysis, Management, Customer Experience, Product Management, CRM, Projects, Strategy, Start-ups, E-commerce, SEO, Product Development, Process Improvement, Entrepreneurship, Leadership, Integrated Marketing, Social Media Marketing, Mobile Applications, Cross-functional Team..., Online Marketing, Training, Requirements Analysis, Project Management, User Experience, PPC, Enterprise Software, Email Marketing, Business Intelligence, Strategic Partnerships, Marketing, Marketing Strategy, Lead Generation, SaaS, Sales Operations, Scrum, Web Analytics, Competitive Analysis, Mobile Devices, Customer Acquisition
Education
Professional Development 2000 — 2011
Duke University
Post Graduate Study, Management Development Program
Florida State University - College of Business
Bachelors, Risk Management
Canada Life Reinsurance January 2015 - Present
Canada Life Reinsurance March 2012 - January 2015
Aramark November 2010 - February 2011
Wells Fargo November 2009 - September 2010
Heffler, Radetich & Saitta LLP March 2008 - September 2008
Education
Drexel University 2007 — 2012
Bachelor of Business Administration (B.B.A.), accounting
Hammond Hanlon Camp, LLC September 2011 - Present
Shattuck Hammond Partners April 2007 - September 2011
Wells Fargo June 2006 - August 2007
Skills
Financial Modeling, Valuation, Capital Markets, Real Estate
Education
Drexel University
B.S., Finance
Wells Fargo September 2011 - Present
Skills
Investments, Risk Management, Valuation, Financial Modeling, Equities, Financial Analysis
Education
Drexel University 2009 — 2010
MBA
University of Pennsylvania 1998 — 2003
BA
ReadyCap Lending, LLC June 2014 - Present
CIT October 2011 - June 2014
Wells Fargo December 2009 - January 2011
Wells Fargo Bank February 2008 - December 2009
TCF NATIONAL BANK August 2006 - January 2008
The University of Michigan 2001 - 2008
The University of Michigan 2001 - 2008
Skills
Financial Analysis, Financial Management, Corporate Finance, Excel, Financial Risk, Financial Regulation, Financial Responsibility, Regulatory Affairs, Regression, Statistics, Matlab, Strategic Planning, Business Strategy, Risk Management, Credit Risk, Risk Analysis, Executive Management, Appraisals, Benchmarking, Negotiation, Program Management, Process Improvement, Government Relations, Public Relations, Policy Analysis, Public Policy, PowerPoint, Word, KPI, Team Leadership, Thought Leadership, Technical Leadership, Situational Leadership, Technology..., System Testing, Workflow, Change Management, Budgeting, Budget Analysis, Capital Budgeting, Staff Management, Staff Development, Capital Markets, Financial Markets, Banking, Non-profits, Persuasion, Cost Reduction, Value Creation, SQL
Education
Drexel University 2009 — 2011
Master of Science, Public Policy-Economics
Wayne State University 1999 — 2006
Bachelor of Science, Finance
Washtenaw Community College 1995 — 2005
Associate of Science, Mathematics/Natural Science
Wells Fargo 1995 - Present
First Union National Bank 1991 - 1995
First Fidelity Bank, N.A.and Fidelity Bank 1981 - 1991
Skills
Portfolio Management, Management, Underwriting, Cash Management, Commercial Banking, Relationship Management, Financial Services, Credit, Strategy, Leadership, Insurance, Corporate Finance, Credit Risk, Banking, Financial Structuring
Education
Drexel University 1981 — 1984
MBA, Finance
Muhlenberg College 1977 — 1981
BA, Business Administration
Wells Fargo 2010 - Present
Wells Fargo Bank August 2009 - Present
Wachovia Securities 2004 - January 2010
Wachovia 1998 - 2004
CoreStates June 1986 - 1998
Reliance Insurance September 1984 - June 1986
Skills
Financial Analysis, Portfolio Management, Corporate Finance, Due Diligence, Risk Management, Strategy, Credit, Financial Risk, Strategic Planning, Analysis, Business Development, Banking, Finance, Financial Services, Management, Executive Management, Investment Banking, Loans, Managerial Finance, Equities, Budgets
Education
Drexel University 1986 — 1990
MBA
La Salle University 1980 — 1984
B.S. Finance
La Salle University - School of Business Administration 1980 — 1984
BS
Armanino LLP August 2015 - Present
RBZ, LLP July 2011 - July 2015
Deloitte November 2008 - July 2011
Wells Fargo Bank 2006 - 2008
Wells Fargo 2002 - 2006
Skills
Tax, Trusts, International Tax, High Net Worth..., Estate Planning, Estate Tax Planning, Tax Advisory, Accounting, Income Tax, Tax Preparation, Financial Planners, Wealth Management, Tax Accounting, Financial Analysis, Corporate Tax
Education
Golden Gate University, School of Law 2002 — 2004
LLM in Taxation, Taxation
Loyola University New Orleans College of Law 1981 — 1984
JD, Law
Duke University 1977 — 1981
AB, Management Sciences, Political Science
Barclaycard January 2015 - Present
NX Utilities November 2013 - Present
UniTek Global Services May 2013 - October 2013
UniTek Global Services August 2011 - May 2013
Neighborhood Interfaith Movement 2010 - December 2012
Wells Fargo April 2011 - July 2011
Philadelphia Inquirer and Daily News May 2009 - October 2010
Sunoco Inc. September 2008 - March 2009
Philadelphia Inquirer & Daily News September 2007 - September 2008
Starr Restaurant Organization March 2006 - September 2007
Skills
Financial Modeling, Budgets, Financial Analysis, Forecasting, Financial Reporting, Finance, Cash Management, Corporate Finance, Sarbanes-Oxley Act, Variance Analysis, Accounting, Cash Flow, Account Reconciliation, Microsoft Excel, Analysis, General Ledger, Internal Controls
Education
La Salle University 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
Drexel University 1999 — 2004
BS, Finance
Drexel University - College of Business and Administration 1999 — 2004
Bachelor's degree, Finance, General
First Niagara Bank June 2015 - Present
PNC September 2012 - June 2015
Wells Fargo January 1988 - September 2012
Skills
Credit, Loans, Financial Sales, Commercial Banking, Credit Analysis, Commercial Lending, Small Business Lending
Education
La Salle University 1983 — 1987
Master of Business Administration (MBA), Finance/Accounting
Drexel University 1978 — 1982
Bachelor of Science (BS), Finance/Economics
Wells Fargo December 2003 - Present
Retired July 2003 - December 2012
Wells Fargo Securities July 2003 - December 2012
Skills
Management, Sales, Team Building, Risk Management, Budgets, Finance, Investment Properties, Strategic Planning, Banking, Customer Service, Leadership
Education
Drexel University 1976 — 1979
Master of Laws (LLM), Financial Planning and Services
Drexel University
BB&T September 2008 - Present
PNC 2006 - 2008
Bank of America 1998 - 2001
Wells Fargo 1992 - 1998
Skills
Wealth Management, Investments, Portfolio Management, Banking, Investment Advisory, Management, Finance, Retirement
Education
Drexel University - College of Business and Administration
B.S., Finance & Marketing
Wells Fargo June 2015 - Present
Robert Half March 2015 - Present
Duke MEMPDC Creative Communications Committee September 2013 - January 2015
RTI International May 2014 - August 2014
Duke Interdisciplinary Social Innovators (DISI) September 2013 - December 2013
BASF June 2011 - July 2011
Skills
Project Management, Data Analysis, Analysis, MS Project, Six Sigma, SAP, Microsoft Office, Microsoft Excel, Supply Chain Operations, Industrial Engineering, Visio, Photoshop, Matlab, MySQL, HTML, Microsoft Access, SPSS, Teamwork, Genetic Algorithms, SharePoint, ProModel, Monte Carlo Simulation, Inventory Management, MS Outlook, SQL, R
Education
Duke University 2013 — 2014
Master of Engineering Management, Operations and Supply Chain Management
Tampere University of Technology 2011 — 2011
Exchange study, Industrial Management
The Hong Kong Polytechnic University 2009 — 2013
Bachelor of Science with First Class Honors, Logistics Engineering and Management
American Red Cross June 2015 - Present
Teamwork Wins June 2014 - Present
Wells Fargo June 2014 - April 2015
Giant Food February 2013 - April 2014
KU Presents! September 2011 - April 2014
Jersey Surf Drum and Bugle Corps September 2012 - August 2013
Jersey Surf Drum and Bugle Corps March 2012 - August 2012
Education
Drexel University 2014 — 2016
MS Public Communication, Communication, Public Health
Kutztown University of Pennsylvania 2010 — 2014
Communication Studies, Public Relations, Professional Writing, Psychology
Vanguard May 2015 - Present
Wells Fargo January 2015 - May 2015
Wells Fargo September 2013 - December 2014
CBS Radio July 2011 - September 2013
CBS Radio January 2010 - July 2011
Skills
Advertising, Broadcast, Radio Advertising, Radio Promotions, Social Media Marketing, Adobe Audition, Radio, Radio Broadcasting, Sales
Education
Drexel University 2006 — 2010
Bachelor of Science (B.S.), Music Industry
Devon Preparatory School 2002 — 2006
Structure Capital January 2015 - Present
Wells Fargo October 2008 - December 2014
Dan Ryan Builders October 2004 - October 2007
Skills
Investments, Financial Analysis, Business Strategy, Financial Modeling, Strategic Planning, Contract Negotiation, Market Research, Negotiation, Corporate Finance, Sales Management, Budgets, Advertising, Strategy
Education
University of Pennsylvania 2013 — 2015
Master of Business Administration (M.B.A.)
Duke University 2000 — 2004
BSCE, Civil Engineering, Psychology
University of Florida 2002 — 2002
Civil Engineering, Psychology
Florida International University 2001 — 2001
Physics
Interpreter Intelligence January 2011 - Present
No Good Software, Inc. May 2010 - Present
aurionPro Solutions January 2009 - Present
Genentech January 2008 - Present
Coban Corporation May 2005 - Present
Fox News Interactive 2008 - 2009
Expedia 2006 - 2008
Wells Fargo September 2005 - March 2006
BSkyB May 2005 - September 2005
Vignette Corporation March 2002 - May 2005
Skills
Software Development, XML, Cloud Computing, Agile Methodologies, Java, Software Project..., Web Services, Leadership, Scrum, SQL, Requirements Analysis, SaaS, Java Enterprise Edition, Architecture, JavaScript, SOA, Web Applications
Education
Trinity College Dublin 1995 — 1998
MSc, Computer Science
Dublin City University 1991 — 1995
BSc, Applied Mathematics
Wells Fargo August 2012 - Present
Wells Fargo October 2009 - August 2012
PepsiCo 2004 - 2009
PepsiCo 1998 - 2004
Wells Fargo Bank 1996 - 1998
First Interstate Bank 1990 - 1996
Automated Financial Systems / Littlewood Shain and Company 1979 - 1990
Federal Reserve Bank of Philadelphia 1977 - 1979
Skills
Treasury Management, Cash Management, Finance, Banking, Mergers & Acquisitions, Strategy, Treasury, Financial Services, Portfolio Management, Analysis, Risk Management, Management, Process Improvement, Business Process, Change Management, Global Cash Management, Internal Controls, Integration, Liquidity Management, Mergers, Credit, Leadership, Financial Modeling, Financial Risk, Acquisition Integration, Corporate Finance, Forecasting, Working Capital..., Business Analysis, Training, SAP, Strategic Planning, Payments, Cash Flow Forecasting, Relationship Management, Strategic Financial..., Financial Reporting, Business Transformation, Capital Markets, Business Process..., Executive Management, Cash Flow, ERP
Education
Drexel University 1979 — 1982
MBA, Finance
University of Pennsylvania 1973 — 1977
BS, Finance, Decision Sciences
University of Pennsylvania - The Wharton School 1973 — 1977
BS, Finance, Decision Sciences
Pikes Peak Library District May 2014 - Present
Pikes Peak Library District April 2011 - Present
Office of the Public Defender July 2006 - February 2009
Wells Fargo January 2005 - July 2006
Wells Fargo Home Equity January 2000 - January 2005
Progressive Insurance 1997 - 1999
Skills
Vendor Management, Business Analysis, Software Documentation, Analysis, Management, Research, Training, Requirements Gathering, Project Portfolio..., Process Improvement, Telecommunications, Project Management, Program Management, Leadership, Troubleshooting
Education
Drexel University 2009 — 2011
MLIS, Archival Studies
University of Colorado Colorado Springs 1992 — 1995
BA, History/Anthropology
Wells Fargo June 2015 - August 2015
Hedgeye Risk Management May 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Teamwork, Public Speaking, Social Media, Data Analysis, Research, Event Planning, Customer Service, Economics, Leadership, Finance, Microsoft Word, Time Management, Great Personality
Education
Duke University 2012 — 2016
Bachelor of Science (BS), Economics, Junior
Eden Prairie High School 2008 — 2012
Whitaker-Taylor, Inc. March 2014 - Present
Capital Access Network, Inc. November 2012 - February 2014
First Data Corporation July 2006 - December 2012
Wells Fargo June 2004 - December 2006
Xerox January 2001 - November 2004
UPS October 1998 - June 2001
Blank Rome LLP September 1998 - June 2000
Modell's Sporting Goods September 1996 - June 1998
Skills
Training, Management, Analysis, Sales, Finance, Sales Management, Accounting, Lotus Notes, Credit, Pricing, Account Reconciliation, Portfolio Management, Security, Payments, Financial Services, Banking, Credit Cards, Business Development, Account Management, Analytics, CRM, Strategy, Business Analysis, Loans, Financial Analysis, New Business Development, Fashion, Salesforce.com, Business Strategy, Market Research, Lead Generation, Customer Retention, Call Centers, Sales Process, Customer Service, Relationship Management, Sales Presentations, Project Planning, Email Marketing, Consulting, Executive Management
Education
Drexel University - College of Business and Administration 1995 — 2000
Master of Business Administration (MBA), Marketing, 3.6
HMS September 2015 - Present
Lockheed Martin August 2014 - September 2015
Lockheed Martin March 2013 - August 2014
Lockheed Martin May 2011 - March 2013
University of Utah August 2009 - May 2011
Lockheed Martin May 2010 - August 2010
Lockheed Martin May 2009 - August 2009
Lockheed Martin May 2008 - August 2008
Wells Fargo January 2007 - June 2008
Skills
Project Management, Program Management, Engineering, Microsoft Excel, Cross-functional Team..., Bentley Microstation, Engineering Design, Microsoft Office, Security Clearance, Green Belt, Black Belt, AutoCAD, Management, Operations Management, PLC Allen Bradley, Automated Logic, PipeFlo, Visual Basic, Team Leadership, Six Sigma, MS Project, Engineering Management, Process Improvement, Manufacturing, Meter Data Management, HVAC Controls, Value Engineering, SAP, Data Analysis, Critical Thinking, Continuous Improvement, PowerPoint, Facilities Engineering, Mechanical Engineering, SEEView, PowerLogic Energy..., Compressed Air, Water Filtration, Equipment Commissioning, RS Means, PTC Creo
Education
Drexel University 2011 — 2013
Master of Science (M.S.), Project Management
Drexel University 2011 — 2012
Graduate Certificate, Operations Management and Supervision
University of Utah 2006 — 2012
Bachelor of Science (B.S.), Mechanical Engineering
Wells Fargo July 2015 - Present
Wells Fargo January 2015 - August 2015
Huntingdon Valley Country Club June 2013 - August 2015
Alumni Relations at Muhlenberg College August 2010 - December 2013
Universal Music Group June 2013 - August 2013
Commonwealth Golf Club June 2011 - July 2013
Heresy Records March 2013 - May 2013
The Limited December 2012 - January 2013
Island Def Jam Music Group May 2012 - August 2012
Abercrombie & Fitch February 2009 - August 2011
Skills
Facebook, Customer Service, Social Networking, Social Media, Event Planning, PowerPoint, Editing, Blogging, Social Media Marketing, Microsoft Office, Microsoft Word, Public Speaking, Event Management, Music Industry, Research
Education
Muhlenberg College 2010 — 2014
Bachelor of Arts (B.A.), Communication and Media Studies
Dublin City University 2013 — 2013
Communication and Media Studies
Gwynedd-Mercy College 2009 — 2010
Wells Fargo August 2015 - Present
Citi August 2013 - August 2015
Citi August 2012 - August 2013
Citi August 2010 - August 2012
Duke University July 2008 - May 2010
L'Oreal May 2009 - August 2009
Citi May 2008 - July 2008
Altura July 2004 - May 2008
Associated Students Program Board June 2003 - June 2004
United States Senate May 2002 - August 2002
Skills
Marketing, Social Media, Adobe Creative Suite, Digital Photography, Advertising, Brand Management, Public Relations, Market Research, Digital Marketing, Marketing Management, Brand Development, Marketing Strategy, Management, Competitive Analysis, Strategy, Analysis, Market Planning, Analytics, Business Development, Product Management, Market Analysis, Social Media Marketing, Marketing Research, Business Strategy, Integrated Marketing, Product Marketing, Segmentation, Strategic Partnerships, Cross-functional Team..., Customer Insight, CRM, Digital Strategy, Strategic Planning, Social Media Measurement
Education
Duke University 2008 — 2010
MBA, Marketing / Management
University of California, Los Angeles 2005 — 2006
University of California, Riverside 2000 — 2004
Bachelor of Arts; Bachelor of Science, Psychology; Business Administration
Universidad Argentina de la Empresa
Boy Scouts of America 2011 - Present
Internal Revenue Service February 2010 - Present
Wells Fargo February 2010 - February 2010
Community College of Philadelphia September 2009 - February 2010
Skills
Leadership, IT Management, Negotiation, Customer Service, Finance, Cross-functional Team..., Fundraising, Purchasing, Event Planning, PowerPoint, Analysis, Budgets, Data Entry, Microsoft Excel, Outlook, Nonprofits, Telephone Skills
Education
West Chester University of Pennsylvania 1998 — 2007
Bachelors, Studio Art
Drexel University 1995 — 1997
Information Technology
Inspiria Productions TA-156485-1 1996 - Present
PXC September 2013 - April 2014
CIP (Community Insititute for Psychotherapy) January 2010 - August 2013
Got Light August 2007 - January 2009
E2 Editorial (Now Remedy Editorial) 2002 - 2003
San Francisco Art And Film For Teens 2000 - 2003
Wells Fargo 2000 - 2002
Ever Since the World Ended, LLC 1999 - 2001
ZDTV 1998 - 1999
Skills
Photography, Lighting, Video, Editing, Event Planning, Film, Entertainment, Creative Direction, Social Media Marketing, Sound, Music, Music Videos, Feature Films, Marketing, Camera, Video Production, Public Relations, Photoshop, Mac, Fundraising, Video Editing, Television, Final Cut Pro, Film Production, Media Production, Creative Writing, Directing, Screenwriting, Digital Photography, Copywriting, Adobe Creative Suite, Production Managment, Production Planning, Event Management, Social Media, Videography, Post Production, Management
Education
Duke University 1989 — 1993
BS, Psychology & English (Double Major)
Wells Fargo May 2013 - Present
Sageworks November 2011 - February 2013
Sageworks March 2011 - November 2011
Duke University, Classical Studies Dept September 2007 - December 2010
Priority Metrics Group June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Salesforce.com, Financial Services, Microsoft Excel, SQL, Focus Groups, Product Life Cycle, Quality Assurance, Customer-focused Service, Product Specification, Data Analysis, Product Management, Databases, Technical Project..., Enterprise Software, Strategic Partnerships, Project Management, Product Development
Education
Duke University 2007 — 2010
Bachelor of Science (B.S.), Economics
南山大学 / Nanzan University 2009 — 2009
Certificate, Japanese Language and Literature
Wells Fargo September 2015 - Present
Urban Affairs Coalition June 2014 - June 2015
The Urban Affairs Coalition January 2014 - May 2014
Cooley Manion Jones LLP May 2013 - September 2013
Sustainable Wedding Collective March 2012 - August 2012
Skills
PowerPoint, Non-profits, Research, Public Speaking, Fundraising, Community Outreach, Volunteer Management, Social Media, Microsoft Office, Qualitative Research, Event Planning, Grants, Social Networking, Nonprofits
Education
Drexel University 2013 — 2015
Master of Public Policy, 3.6
Saint Joseph's University 2009 — 2013
Bachelor of Science (B.S.), Sociology
Wells Fargo January 2014 - Present
Wells Fargo Bank April 2013 - Present
Wells Fargo Bank July 2011 - April 2013
M&M Music June 1998 - April 2013
Circuit City July 2008 - March 2009
Skills
Composition, Guitar, Music, Music Education, Songwriting, Musical Theatre, Guitarist, Bass, Ableton Live, Music Performance, Ensemble, Customer Service, Sales, Music Production, Entertainment, Studio Recording, Music Theory, Bands, Music Industry, Recording, Guitar Playing, Teaching, Microsoft Office, Social Media, Microsoft Word
Education
Drexel University 2011 — 2015
Master of Science (M.S.), Elementary Education and Teaching
Rowan University 2007 — 2011
Bachelor of Music, Music Composition/Guitar
Wells Fargo
Skills
Microsoft Office, Microsoft Word, Banking, Credit, Call Centers, Financial Analysis
Education
Drexel University 2003 — 2007
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
Pennewell Simpson Partners December 2011 - Present
RE/MAX Fine Properties April 1998 - December 2011
Wells Fargo 2006 - 2008
Fannie Mae 1984 - 2006
Skills
Real Estate, Home, Relocation, Buyers, Purchasing, Investment Properties, Investors, Real Estate Transactions, Sellers, Single Family Homes, Residential Homes, Condos, Selling, Referrals, Loan Origination, Mortgage Lending, Residential Mortgages, Real Property, Mortgage Banking, Loans, Sales, Foreclosures
Education
Drexel University 1981 — 1984
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1974 — 1977
BS, Accounting
Penncrest High School
TD Bank June 2015 - Present
Stream Distributing LLC February 2011 - Present
Direct User Benefit Solar / GreenBusy March 2011 - Present
Flavor Systems November 2012 - April 2015
Citizens Bank October 2013 - October 2014
Wells Fargo April 2013 - September 2013
Modern Musical February 2012 - March 2013
Tulip Hookah LLC September 2010 - February 2013
Commercial Trade Source October 2011 - March 2012
Skills
Product Development, Management, Entrepreneurship, Microsoft Office, Start-ups, Program Management, PV, Data Analysis, Research, PowerPoint, Electrical Safety, Residential and..., Engineering, Energy, Solar PV Design, Project Management, Renewable Energy, Strategic Planning, Business Planning, Strategy, Marketing Strategy, Financial Product..., Event Planning, Analysis, Project Planning, Personal Banking, Retail Banking
Education
Drexel University 2009 — 2011
Biomedical Engineering and Business
Electric Education Center
NABCEP Solar PV Certificate of Knowledge
Neshaminy High School
University of South Florida, Career Services August 2014 - Present
TailoredU Academy January 2012 - Present
www.KristoferFilms.com January 2013 - Present
Wells Fargo September 2012 - July 2014
Palm Beach State College September 2013 - December 2013
University of South Florida May 2011 - May 2012
Raymond James Financial Inc. September 2011 - March 2012
University of South Florida August 2009 - May 2011
University of South Florida August 2010 - December 2010
Skills
Digital Marketing, Online Marketing, Branding Development, Public Relations, Teaching, Event Management, Promotions, Student Services, Event Planning, Social Media, Public Speaking, Blogging, Microsoft Office, Social Media Marketing, Higher Education, Social Media Monitoring, Social Networking, Career Development, Email Marketing, Coaching, Student Development, Student Affairs, Career Counseling, Academic Advising, Nonprofits, Fundraising, Community Outreach
Education
Duke University
Bachelor of Arts, Sociology
University of South Florida
Master of Education, College Student Affairs
University of South Florida
Master’s Degree, Educational/Instructional Media Design
Springboard Media June 2015 - Present
School District of Philadelphia September 2009 - June 2015
Wells Fargo March 2009 - September 2009
TD June 2006 - January 2008
Skills
Curriculum Design, Curriculum Development, Teaching, Customer Service, Professional..., Technology Education
Education
Drexel University 2012 — 2014
Master of Science (MS), Education/ Higher Education
Temple University 2005 — 2009
Bachelor of Music, Music Education/Trumpet
Pennsbury High School 2000 — 2005
High School Degee
Wells Fargo September 2009 - Present
Wachovia, A Wells Fargo Company March 1991 - September 2009
Skills
Portfolio Management, Management, Commercial Lending, Banking, Loans, Credit Analysis, Commercial Banking, Financial Analysis, Finance, Credit Risk, Investments, Risk Management, Relationship Management
Education
Drexel University - College of Business and Administration 1980 — 1981
MBA, Marketing
Widener University 1977 — 1980
B.S., Economics
Wells Fargo September 2014 - Present
LG Chem August 2013 - August 2014
Town of West Hartford September 2012 - July 2013
Skills
Data Analysis, Polymers, Teaching, Foreign Languages, Public Speaking, Market Research, Strategic Planning
Education
Drexel University 2003 — 2007
Marlin Business Services Corp June 2015 - Present
American Heritage Federal Credit Union November 2013 - June 2015
American Heritage Federal Credit Union December 2011 - November 2013
Wells Fargo Home Mortgage November 2010 - August 2011
Wells Fargo April 2008 - August 2010
Wells Fargo May 2005 - March 2008
Skills
Loans, Mortgage, Consumer Lending, Credit Analysis, Loan Origination, Credit, Underwriting, Mortgage Lending, Credit Risk, Refinance, Coaching, Excel, Credit Cards, PowerPoint, Customer Service, Microsoft Office, Analytics, Lines Of Credit, Microsoft Excel, Commercial Lending, Mortgage Banking, Commercial Banking, Banking, Loan Servicing, Small Business Lending, Home Equity Loans, Cross Selling, Home Equity Lines of..., Credit Unions, Credit Scoring, Home Equity, Loss Mitigation, Portfolio Management, Finance, Management, Financial Analysis, Relationship Management, Sales
Education
Drexel University - College of Business and Administration 1999 — 2004
BS, Finance
St. Joseph's High School Hammonton, NJ 1995 — 1999
About.com August 2014 - Present
Major League Gaming September 2013 - August 2014
Wells Fargo July 2013 - August 2014
GameStop September 2009 - March 2013
Sun Chemical September 2008 - December 2008
Lawyers Diary and Manual May 2008 - September 2008
Sun Chemical June 2007 - August 2007
Sun Chemical June 2006 - August 2006
Skills
Facebook, Sales, Microsoft Office, Video Games, Community Engagement, Social Media, Analytics, Marketing Strategy, Microsoft Excel, Xbox, Pivot Tables, comScore, Google Analytics, Vlookup, Research, Data Analysis, Market Research, PowerPoint, Analysis, Microsoft Word
Education
Duke University 2006 — 2012
Bachelor of Science (B.S.), Economics
Montville Township High School 2002 — 2006
High School Diploma, Everything
Wells Fargo 2013 - Present
Capital One 2008 - 2012
Bank of America 2001 - 2008
Skills
Product Management, Management Consulting, Treasury Management, Information Technology, Accounting, Performance Management, Insurance, Healthcare, Oracle, SAP, Auditing, Business Strategy, Sales Management, Leadership
Education
McIntire School of Commerce 2015 — 2016
M.S. Management of Information Technology, Management of Information Technology
Duke University 1999 — 2001
Master of Business Administration (MBA), Marketing, 4.0
University of North Carolina at Charlotte
Masters of Accountancy
University of North Carolina at Chapel Hill
Bachelor of Science (B.S.), Economics and Mathematics
Santander Bank, N.A. September 2013 - Present
Wells Fargo October 2001 - September 2012
Skills
Loans, Retail Banking, Banking, Credit, Consumer Lending, Commercial Banking, Small Business Lending, Mortgage Lending, Commercial Lending, Credit Analysis, Branch Management, Loan Origination, Lines Of Credit, Cross Selling, Refinance, Home Equity Lines of..., Home Equity Loans, Deposits, Branch Banking, Operational Risk...
Education
Drexel University 2012 — 2013
Bachelor of Arts (B.A.), Psychology
Wells Fargo October 2015 - Present
Wells Fargo March 2013 - Present
Wells Fargo Bank July 2011 - March 2013
Wells Fargo 2010 - July 2011
Integra LifeSciences May 2008 - May 2010
Washington Mutual Card Services 2007 - 2008
Wells Fargo 2006 - 2007
Wells Fargo 2004 - 2006
Wells Fargo 2000 - 2004
Wells Fargo 1998 - 2000
Skills
SAS, SQL, Cognos, Business Intelligence, Financial Analysis, ETL, Credit Risk, OLAP, Analytics, Access, Analysis, Business Analysis, Databases, Management, Process Improvement, Risk Management, Program Management, SAS programming, SDLC, Software Documentation, Teradata
Education
Drexel University - LeBow College of Business 2008 — 2010
MBA, Finance
University of Phoenix 1999 — 2004
BS, Information Technology
Bank of America 2013 - Present
FOUR Magazine. 2012 - Present
Bank of America 2012 - 2013
Democratic National Convention 2012 - 2012
Cinhte Magazine 2011 - 2012
Lowe's Home Improvement 2011 - 2012
Wells Fargo 2009 - 2011
Non-Profit Organization 2002 - 2011
Wells Fargo 2007 - 2009
Wells Fargo 2005 - 2007
Skills
Digital Marketing, Social Media, Corporate Communications, Leadership, Advertising, Marketing, Public Relations, Digital Media, Public Speaking, Growth Strategies, Community Outreach, Strategic Planning, Creative Direction, Copywriting, Social Media Marketing, Project Management, Marketing Strategy, Creativity, Writing, Storytelling, Technology, Creative Writing, Event Planning, Customer Experience, Product Management, Integrated Marketing, Videography, Email Marketing, Branding & Identity, Change Management, Mobile, Digital Strategy, Crisis Management, Retail, Analytics, Media Relations, Marketing Communications, SaaS, User Experience, Innovation, Customer Engagement, HTML, Diversity
Education
Duke University
Graduate Certificate, Non-Profit/Public/Organizational Management
North Carolina Agricultural and Technical State University
Master of Arts (M.A.) - Dual degrees, Interdisciplinary English + African American Studies, 4.0
University of North Carolina at Charlotte
Bachelor of Arts (B.A.), Computer Science, Dean's List, Chancellor's List
University of North Carolina at Charlotte
Bachelor of Arts (B.A.), English, Dean's List, Chancellor's List
Canon Financial Services, Inc. October 2015 - Present
Vanguard October 2011 - October 2015
Vanguard February 2010 - October 2011
The Vanguard Group August 2007 - February 2010
Wells Fargo March 2006 - August 2007
WSJV-TV July 2003 - July 2005
KAAL-TV 2001 - 2003
Conus Communicatios October 2000 - October 2001
Skills
Investments, Microsoft Excel, Project Management, Media Relations, Time Management, PowerPoint, Microsoft Word, Retirement Planning, Marketing Communications, Coaching, Leadership, Client Relationship..., Problem Solving and...
Education
Drexel University 2015 — 2017
Master of Science (M.S.), Project Management
Niagara University 1996 — 2000
BA, Communications
Jason Kaldis Architect June 2013 - Present
Wells Fargo April 2013 - June 2013
Eichleay Engineers October 2011 - November 2012
Wells Fargo June 2010 - October 2011
SIM Architects, Inc. June 2008 - February 2010
Sam A. Winn & Associates Architects June 2007 - May 2008
CTA Services June 2006 - September 2006
Koobraey Productions & Jostens Yearbooks June 2003 - August 2006
Skills
AutoCAD, InDesign, Sustainable Design, Illustrator, Photoshop, Architecture, Adobe Creative Suite, Graphic Design, Submittals, Drawing, Rendering, Architectural Design, Sketching, Architectures, Interior Design, ArchiCAD
Education
Drury University 2003 — 2008
BARCH, Architecture, Art Histroy, Global Studies
ScribeAmerica April 2015 - June 2015
Woodstone Country Club November 2012 - May 2014
Century 21 Pinnacle October 2010 - August 2013
Wells Fargo April 2011 - August 2012
Buca di Beppo February 2010 - August 2012
Wired Gallery and Cafe December 2006 - February 2008
Surgical Associates of Monroe County October 2005 - August 2006
Skills
PowerPoint, Event Planning, Customer Service, Microsoft Office, Microsoft Excel, Public Speaking, Social Media, Microsoft Word, Time Management, Research, Outlook, Social Media Marketing
Education
The Commonwealth Medical College 2014 — 2015
Master's degree, Biomedical Sciences, General
Moravian College 2011 — 2013
Bachelor of Arts (B.A.), Pre-Medicine/Pre-Medical Studies
Moravian College 2006 — 2010
Bachelor of Arts (B.A.), Psychology, Spanish
Universidad de Alcalá 2009 — 2009
No degree earned, la idioma española
Drexel University College of Medicine
Doctor of Medicine (M.D.), Medicine
Enlightened, Inc April 2014 - January 2015
Northern Virginia Community College July 2014 - December 2014
Northern Virginia Community College February 2011 - June 2012
Wells Fargo October 2009 - July 2010
NWJ Companies March 2008 - September 2008
The Venture Capital Trust Fund April 2007 - September 2007
The School District of Philadelphia April 2006 - September 2006
Skills
Accounting, Economics, Finance, Financial Analysis, Data Analysis, Statistics, Microsoft Excel, Research, Accounts Payable, Accounts Receivable, Customer Service, Public Speaking, SPSS, STATA, PowerPoint
Education
Syracuse University 2012 — 2013
Master of Arts, Economics
Drexel University 2004 — 2009
Bachelor of Science, Business Administration; Finance and Economics
Wells Fargo April 2015 - Present
J.P. Morgan 2014 - 2015
Financial Modeling June 2011 - April 2014
Wells Fargo Securities 2006 - 2010
SEI 2006 - 2006
Trade The News 2005 - 2006
Skills
Investments, Equities, Financial Modeling, Alternative Investments, Valuation, Hedge Funds, Asset Allocation, Bloomberg, Financial Analysis, Investment Management, Fixed Income, Investment Banking, Investment Advisory, Finance, Trading, Series 63, Equity Research, Capital Markets, Options, Strategic Financial..., Portfolio Management, Derivatives, Asset Management, Credit, Commodity, Financial Markets, Banking, Financial Structuring, Economics, Private Equity, Relationship Management, Due Diligence, Analysis, Investor Relations, Wealth Management, Bloomberg Terminal, Risk Management, Mergers & Acquisitions, Loans, New Business Development, Securities
Education
Drexel University 2010 — 2011
Master of Business Administration (MBA), MBA
Penn State University 2001 — 2005
Bachelor of Science (BS), Business/Managerial Economics
A .S. Taub, LLC June 2012 - Present
Wells Fargo Home Mortgage February 2010 - June 2012
Wells Fargo July 2004 - September 2009
Freddie Mac 2003 - 2004
Agere Systems 2001 - 2003
Computer Aid 1997 - 2002
lucent technologies 1996 - 2001
Federal reserve Bank of NY 1994 - 1996
Contracting on Wall Street 1988 - 1994
Corestates 1986 - 1988
Skills
Database Admin, Finance, Banking, Mortgage Lending, Data Warehousing, DB2, ETL, SDLC, Visio, Data Modeling, Teradata, Oracle, Unix, Unix Shell Scripting, Business Analysis, Databases, Business Intelligence, SQL, Requirements Analysis, Datastage, SAS
Education
Pennsylvania state University - Main campus 1965 — 1968
bs, Physics, computer Science
Harriton 1962 — 1965
Drexel University
BS, Business Administration, Management and Operations
Technion - Israel Institute of Technology
MS, Business, Computer Science
Arraya Solutions February 2012 - Present
Virtua Health 2009 - February 2012
Wells Fargo 2008 - 2009
Verizon Business 2007 - 2008
Drexel University January 2007 - November 2007
Lombardi Consulting 2005 - 2006
CIGNA 2001 - 2005
Skills
VMware, Cisco Technologies, CCNA, CCDA, CCIE, Cisco Call Manager, Data Center, Cisco Certified, CCDP, Networking, VPN, CCNP Certified, CCVP, Citrix, Firewalls
Education
Drexel University
Bachelor's of Science, Information Systems
Wells Fargo June 2011 - Present
BlackRock March 2010 - September 2010
BlackRock April 2009 - January 2010
Lockheed Martin April 2008 - September 2008
Education
Drexel University 2006 — 2011
Finance, Communications
Wells Fargo June 2013 - Present
CIGNA April 2012 - October 2012
Sunoco December 2011 - March 2012
BlackRock Financial Management March 2011 - September 2011
Arkema March 2010 - September 2010
Skills
Account Reconciliation, Accounting, Finance, Accounts Payable, PowerPoint, Auditing
Education
Drexel University 2008 — 2012
Bachelor of Science (BS), Finance & Marketing
SCP Auctions July 2013 - Present
Upper Deck January 2012 - July 2013
Upper Deck November 2010 - January 2012
Boise Hawks Baseball Club December 2009 - November 2010
Major League Soccer (Soccer United Marketing) May 2008 - December 2009
Yardbarker, Inc.(acquired by FOX) May 2007 - September 2008
Wells Fargo 2004 - 2007
Europa Centro de Lenguas 2003 - 2004
Residential Mortgage Capital 2002 - 2003
Skills
Sports Marketing, Sports, Blogging, Marketing, Sports Management, Sponsorship, Account Management, Production Managment, Social Media Marketing, Event Planning, Strategic Partnerships, Product Development, Management, Trade Shows, Negotiation, Social Media, Integrated Marketing, Creative Direction, Forecasting, Entertainment, Event Management, Sales, Sponsorship Activation, Time Management, Budgets, Marketing Strategy, Advertising, Marketing Communications, Public Relations, Online Marketing, Email Marketing, Ticket Sales, Online Advertising, Facebook, Brand Development, Media Relations, Brand Management, Social Networking, Relationship Marketing, Retail, Sponsorship Sales, Digital Marketing, Sales Operations, Digital Media, Market Research, Press Releases, Brand Awareness, Marketing Management, Direct Marketing, Product Marketing
Education
San Diego State University-California State University 2007 — 2009
MBA, Sports Business Management
Duke University 1998 — 2002
B.A. Sociology, Spanish Minor, Markets and Management Certificate
St. Ignatius College Preparatory 1994 — 1998
Collwick Capital, LLC December 2010 - Present
Wells Fargo March 2008 - December 2010
Wachovia, A Wells Fargo Company June 2007 - March 2008
Federal Reserve Bank of Philadelphia March 2006 - December 2006
CIGNA Group Insurance March 2005 - September 2005
SEI Investments March 2004 - August 2004
Skills
Alternative Investments
Education
Drexel University - LeBow College of Business 2002 — 2007
Bachelor of Science in Business Administration, Finance and Economics
NYU Langone Medical Center March 2014 - Present
NYU Langone Medical Center March 2012 - March 2014
Oak Ridge Institute of Science and Education August 2011 - March 2012
University of Virginia September 2010 - September 2011
University of Virginia August 2005 - October 2010
Duke University August 2003 - August 2005
Wells Fargo September 1998 - August 2003
Columbia University May 2002 - August 2002
Skills
Mass Spectrometry, HPLC, Chromatography, Proteomics, Spectroscopy, LC-MS, Analytical Chemistry, Chemistry, Biochemistry, Laboratory, Data Analysis
Education
University of Virginia 2005 — 2010
PhD
Duke University 2003 — 2005
MS
Scripps College 1999 — 2003
BA
CAPTRUST 2014 - 2015
Fidelity Investments 2012 - 2014
AECOM 2011 - 2012
Wells Fargo 2009 - 2010
Deutsche Bank EVS Chile S.A. 2007 - 2009
Wachovia 2006 - 2007
Wachovia July 2005 - December 2005
Wachovia 2004 - 2005
Wachovia 2001 - 2002
Skills
Bloomberg, Credit Derivatives, VBA, Derivatives, Trading, Equities, Equity Derivatives, Financial Markets, Investment Banking, Valuation, Options, Financial Risk, Financial Analysis, Credit Risk, SAS, Securities, Investments, Electronic Trading
Education
Duke University
Finance & Economics - in progress, 4.00 GPA
North Carolina State University
Doctor of Philosophy (Ph.D.), Financial Economics, 4.00 GPA
North Carolina State University
Master of Science (M.S.) - in progress, Financial Mathematics, 4.00 GPA
University of North Carolina at Greensboro
Master of Economics (M.Econ), Financial Econometrics
University of North Carolina
B.S., Finance and Financial Economics
University of Cape Town
B.Com. Management Science, Honours Finance and Applied Statistics
Wells Fargo September 1980 - Present
Wells Fargo September 1980 - Present
Education
Drexel University - College of Business and Administration 1980 — 1983
MBA
U.S. Bank April 2008 - Present
Wells Fargo March 2006 - March 2008
Skills
Microsoft Office Suites, SharePoint, Business Analysis, IBM Connections, Lotus Notes, Process Improvement, Risk Management, Product Management, Project Coordination, Trust Banking Services
Education
Drexel University - LeBow College of Business
NYSE 2006 - Present
NYSE Group 2004 - Present
NYSE Euronext November 2002 - Present
Archipelago Holdings, Inc. (Currently NYSE) November 2002 - Present
Nextcard, Inc. 1999 - 2002
Wells Fargo May 1997 - May 1999
Wells Fargo Bank 1997 - 1999
JBA Software Products 1994 - 1996
Skills
Trading Systems, Vendor Management, SDLC
Education
Dublin City University 1993 — 1994
MEng, Electronic Engineering
University College Dublin 1988 — 1992
BEng, Electrical & Electronic Engineering
Wells Fargo June 2012 - Present
Wells Fargo Bank January 2009 - June 2012
Wells Fargo 1994 - 2007
Skills
IT Risk Management, Project Management, Requirements Management, Financial Analysis, Vendor Management, Process Improvement, Business Analysis, Risk Management, Strategic Planning, Portfolio Management, Project Portfolio..., Integration, Project Planning
Education
Drexel University - LeBow College of Business 1987 — 1998
MBA, Finance
Drexel University - College of Business and Administration 1982 — 1987
Bachelor of Science (B.S.), Accounting
Virgin America October 2015 - Present
Virgin America May 2015 - September 2015
Virgin America January 2013 - April 2014
Wells Fargo May 2012 - December 2012
Robert Half Accountemps September 2011 - April 2012
Towers Watson September 2009 - June 2011
Gap International, Inc. September 2006 - April 2009
Boyer & Ritter, CPA Accountants January 2006 - June 2006
Turner Investment Partners January 2005 - August 2005
Skills
Financial Analysis, Accounting, Finance, Process Improvement, Financial Reporting, Accounts Payable, Budgets, Strategy, Mergers & Acquisitions, Internal Controls, Management Consulting, Forecasting, Account Reconciliation, Strategic Financial..., Financial Modeling, Investments, Sarbanes-Oxley Act, Auditing, Internal Audit, Analysis, Financial Accounting, Business Analysis, Risk Management, SEC filings, Due Diligence, Tax, Business Process..., General Ledger, Access, SAP, Cash Flow, Variance Analysis, Cost Accounting, Data Analysis, PeopleSoft, Accounts Receivable, Leadership, GAAP, Management, Financial Services, QuickBooks, Executive Management, US GAAP, Business Planning, Banking, Business Strategy, Payroll, Managerial Finance, Corporate Finance
Education
Drexel University 2008 — 2010
MBA, Finance Management
Penn State University 2001 — 2005
Bachelors, Accounting
Wells Fargo 2006 - Present
Wachovia 2002 - 2006
Education
Drexel University - LeBow College of Business
MBA, Finance
University of Maryland - Robert H. Smith School of Business
Godiva Chocolatier September 2003 - Present
Wells Fargo 1997 - 2001
Skills
Hyperion Enterprise, Forecasting, Cross-functional Team..., Supply Chain Management, Project Planning, Continuous Improvement, Business Intelligence, Project Management, ERP, Process Improvement, Budgets, Analysis, Business Process, Management, Vendor Management, Inventory Management, Team Building, Business Analysis, Supply Chain, Leadership
Education
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2002
MBA, Finance
Drexel University - LeBow College of Business 1992 — 1997
Bachelors of Science, Finance
Marcum LLP December 2012 - May 2015
Grant Thornton LLP March 2011 - September 2012
LECG (Formerly Smart Business Advisory & Consulting) September 2010 - March 2011
Wells Fargo 2006 - 2007
Skills
SEC filings, Accounting, Financial Reporting, GAAP, Auditing, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, Tax, US GAAP, Financial Statements, General Ledger, Microsoft Excel
Education
Drexel University 2005 — 2009
Bachelor of Science (BS), Business Administration
Drexel University - LeBow College of Business 2005 — 2009
Business Administrative, Accounting
Republic First Bank June 2012 - Present
Wells Fargo August 2011 - June 2012
Wells Fargo May 2010 - August 2011
Northwestern Mutual April 2008 - June 2009
Skills
Retirement Planning, Fixed Annuities, Strategic Financial..., Life Insurance, Disability Insurance, Investments, Mutual Funds, Series 63, Insurance, Long Term Care Insurance, Wealth Management, Long-term Care, Financial Analysis, Credit, Series 6, Underwriting
Education
Drexel University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General, 3.55
Wells Fargo October 2014 - Present
Previous Organizations August 1997 - October 2014
Skills
Mortgage Lending, Real Estate, Investment Properties, Marketing, Mortgage Banking, Refinance, Loans, Loan Origination, Residential Mortgages, Sales, Reverse Mortgages, FHA, FHA financing, VA loans, USDA, Government Loans, Mortgage Underwriting, Real Estate Financing, Certified Mortgage..., Mortgage Marketing, Loss Mitigation, Commercial Lending, First Time Home Buyers, Credit Analysis, Credit, Consumer Lending, Commercial Real Estate, Real Estate Economics, Residential Homes, Small Business Lending, Title Insurance, Banking, Underwriting, Finance, Foreclosures, Management, VA Loans, FHA Financing
Education
Drexel University - College of Business and Administration 1987 — 1991
Nationstar Mortgage LLC April 2013 - Present
Midwest Mortgage Capital LLC November 2012 - April 2013
EverBank April 2012 - October 2012
Aurora Bank FSB May 2009 - April 2012
Bank of America January 2007 - July 2008
CitiMortgage May 2004 - December 2006
Wells Fargo February 2003 - May 2004
Nexstar Financial Corporation August 2001 - February 2003
GE Capital Fleet Services April 2000 - August 2001
GE Capital Mortgage Services September 1997 - April 2000
Skills
Mortgage Lending, Mortgage Banking, Loans, FHA, Loan Origination, Credit, Residential Mortgages, Underwriting, Banking, Refinance, Loss Mitigation, Credit Analysis, Mortgage Correspondent..., Loan Servicing, Management, Mortgage Servicing, Mortgage Underwriting, USDA
Education
Drury University 1991 — 1994
MBA, Business Administration
Missouri State University 1981 — 1986
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Horace Mann, CJH, KHS
kickapoo
Wells Fargo 2008 - Present
Wells Fargo 1998 - Present
Wells Fargo December 1996 - Present
Wachovia Bank 1995 - Present
Wachovia Bank/Wells Fargo Bank 1996 - 2009
Interspace Inc 1982 - 1995
Skills
Architecture, Space-planning, Strategic Planning, Project Management, Program Management, Interior Design, Vendor Management, Microsoft Office, Construction, Process Improvement, Project Planning, Facilities Management, AutoCAD, Construction Management, Space planning, Furniture, Budgets, Renovation, Team Building, Contract Management, Contract Negotiation, Project Coordination, Space Planning, Real Estate, Architectures, Management, Customer Service
Education
Drexel University
Wells Fargo November 2008 - Present
Wachovia Bank 1998 - 2008
Corestates Financial Corporation 1982 - 1998
Education
Drexel University
Jetta Systems, LLC June 1985 - Present
Caesars Entertainment Corporation July 2013 - September 2013
NTT Data Corporation March 2012 - December 2012
Lawson Software 2008 - 2008
US Energy Services, Inc 2008 - 2008
Wells Fargo 2006 - 2007
AIG/United Guaranty August 2005 - March 2006
NDC Health 2005 - 2005
TABS Group June 1998 - December 2004
University of Arizona 2001 - 2003
Skills
Project Management, Systems Engineering, Business Intelligence, Data Analysis, Program Management, Data Warehousing, Management Consulting, SDLC, Enterprise Architecture, Requirements Gathering, Analysis, Requirements Analysis, Team Leadership, Process Engineering, Strategic Planning, Change Management, Business Requirements, Business Process..., Vendor Management, Management, PMP, Project Portfolio..., Cross-functional Team..., Information Technology, Business Process, Software Project...
Education
University of Arizona 2001 — 2003
MS MIS, Management Information Systems
Drexel University - College of Business and Administration
MBA, Masters of Business Administration
Purdue University
BS, Mechanical Engineering
J.P. Morgan Asset Management September 2015 - Present
J.P. Morgan June 2013 - September 2015
Bloomberg October 2011 - May 2013
Conrad O'Brien December 2012 - April 2013
PREIT December 2012 - March 2013
Wells Fargo June 2012 - August 2012
PwC January 2012 - March 2012
ACE Group March 2011 - September 2011
BlackRock September 2009 - March 2010
Skills
Bloomberg, Capital IQ, Investment Banking, Lotus Notes, Microsoft Office, Private Equity, Interest Rate..., Asset Management, Capital Markets, Portfolio Management, Real Estate, Fluent in Spanish, FactSet, SNL Financial, ThomsonOne, Thomson Research
Education
Drexel University 2008 — 2013
Bachelor of Science (BS), Accounting, Finance, and Economics
Wells Fargo November 2008 - Present
Skills
Java Enterprise Edition, Hibernate, Web Services, SOA, Weblogic, Agile Methodologies, Struts, JDBC, JSP, XML, Java, Design Patterns, Scrum, AJAX, Unix, Enterprise Architecture, Business Rules
Education
Dublin City University 2005 — 2007
Graduate Certificate, Telecommunications Engineering
Koneru Lakshmaiah College of Engineering 1999 — 2003
Bachelor of Technology (B.Tech.), Electronics and Computers
Wells Fargo September 2010 - Present
Wachovia Securities September 2006 - September 2010
GMAC Commercial Mortgage March 2002 - September 2006
Education
Drexel University - LeBow College of Business 2000 — 2001
MBA, Economics, Marketing
Gwynedd Mercy University 1996 — 2000
Bachelors, Business Administration
Amphenol InterCon Systems, Inc. July 2009 - Present
Celsis 2007 - 2008
In Vitro Technologies, Inc. 2007 - 2008
Wells Fargo 2007 - 2007
Education
Drexel University - LeBow College of Business 1971 — 1973
MS, Accounting
Swarthmore Systems Inc January 2000 - Present
Wells Fargo March 2014 - September 2015
Thomas Jefferson University Hospitals December 2013 - December 2014
Legacy Data Access August 2012 - June 2014
Mastercard International February 2013 - November 2013
Thomas Jefferson University Hospitals March 2012 - February 2013
Wells Fargo October 2010 - March 2012
Exelon Energy Corp January 2010 - June 2010
Thomas Jefferson University Hospital May 2008 - December 2009
Wachovia, A Wells Fargo Company March 2004 - March 2008
Skills
Software Development, SQL, Testing, Unix, Databases, Oracle, Data Warehousing, Programming, COBOL, Program Management, Data Migration, Business Analysis, SDLC, Requirements Analysis, Software Project..., GoldenGate, Vendor Management, TAL
Education
Drexel University 1980 — 1984
MSEE, Computers and Electrical Engineering
University of Notre Dame 1976 — 1980
BSEE, Electrical Engineering / Computer Systems
Kaya October 2014 - Present
Solace Realty Group October 2013 - Present
Wells Fargo July 2011 - June 2014
Exelon Generation January 2008 - December 2008
Skills
Analysis, Risk Management, Financial Risk, Investments, Portfolio Management, Business Analysis, Investment Banking, Trading, Microsoft Office, Options, Financial Analysis, Data Analysis, Microsoft Excel
Education
Drexel University 2007 — 2010
Bachelor of Science, Business Administration; Finance
The Waffleman! August 2015 - Present
Lincoln Public Schools September 2010 - April 2015
Cabela's September 2010 - August 2013
William Maltas Agency April 2009 - September 2010
Wells Fargo May 2007 - February 2009
Sartor Hamann Jewelers September 1997 - August 2006
Various School Districts 1992 - 2002
Skills
Small Business, Sales, Nonprofits, Leadership, Arts Administration, Arts Programs, Brand Integration, Sales Process, Public Speaking, Marketing, Teaching, Music, Customer Service, Investments, Team Building, Coaching, Training, Event Planning, Fundraising, Social Media, Management, Teaching and..., Cubase, Finale, Ableton, Recording and Production, Educational Technology, Non-profit Leadership, Fundraising Initiatives, Strategic Partnerships, Music Enrichment, Student Communications, Customer Relations, Insurance, Social Media Platforms, PianoMouse, eMusicTheory
Education
Drexel University 2013 — 2015
Masters of Science, Arts Administration
University of Nebraska-Lincoln 1996 — 2010
Graduate Work, Music Teacher Education and Educational Technologies
University of Nebraska-Lincoln 1988 — 1992
BME, Music Education
Wells Fargo October 2012 - Present
Wells Fargo August 2009 - September 2012
Wells Fargo March 2008 - September 2008
NWJ Companies April 2007 - February 2008
Skills
Financial Modeling, Credit, Loans, Real Estate
Education
Drexel University - College of Business and Administration 2004 — 2009
Bachelor of Business Administration, Finance, Entrepreneurship
Wells Fargo 1985 - Present
Wachovia, A Wells Fargo Company April 1999 - December 2008
CoreStates Financial Corp March 1985 - April 1999
Skills
Risk Management, Credit, Portfolio Management, Loans, Credit Cards, Internal Audit, Internal Controls, AML, Auditing, Financial Services, Bank Secrecy Act, Consumer Lending, Leadership, Debit Cards, Trade Finance
Education
Drexel University - College of Business and Administration 1978 — 1983
BSBA, Accounting
Wells Fargo May 2012 - Present
Wells Fargo Bank 2004 - 2010
Education
Eastern University 2000 — 2002
Bachelor of Arts, Organizational Management
Drury University 1990 — 1992
Associate of Science, Business Administration
PNC June 2012 - Present
Wells Fargo June 2011 - May 2012
Citizens Bank October 1996 - June 2011
Skills
Commercial Lending, Small Business Lending, Banking, Commercial Banking, Credit, Lines Of Credit, Portfolio Management, Risk Management, Commercial Mortgages, Credit Analysis, Insurance, Investments, Capital Markets, Underwriting, Credit Risk, Relationship Management, Loans, Loan Origination
Education
Drexel University
MBA, Financial Management
Rider University
BS, Financial Management
Bentley Systems February 2005 - July 2015
SAP 2004 - 2004
Ricoh Americas Corporation 2002 - 2003
Motorola 1999 - 2001
Pep Boys 1998 - 1999
Wells Fargo 1996 - 1998
Skills
Requirements Analysis, HRIS, SharePoint, User Acceptance Testing, Regression Testing, SAP HCM System, Oracle Human Resources, Oracle Payroll, Tesseract HR/Payroll..., TotalHR HR/Payroll..., ADP Perspective, ADP Payroll, SAP Solution Manager, Taleo Talent Management, SuccessFactors Talent..., OrgPlus, iSupport, Remedy, Advanced MS Access, MS Office Suite, Analytical Skills, Problem Solving, Project Management, Microsoft Office
Education
Drexel University - LeBow College of Business 1991 — 1996
BS in Business and Administration, Dual majors: Management Information Systems and Accounting
Wells Fargo May 2013 - Present
Wells Fargo June 2011 - April 2013
Liberty Resources March 2011 - May 2011
Philadelphia Foot & Ankle February 2009 - August 2010
SCA Personal Care February 2008 - November 2008
Parke Bank, N.A. October 2006 - July 2007
Commerce Bank March 2002 - April 2006
Skills
General Ledger..., Accounts Payable, Microsoft Excel, Microsoft Word
Education
University of Phoenix 2007 — 2009
MBA/ACC, Business, Accounting
Drexel University 1997 — 2001
B.S., Mathematics
Wells Fargo May 2015 - Present
Wells Fargo July 2014 - April 2015
J.P. Morgan September 2012 - May 2013
BlackRock September 2011 - March 2012
BNP Paribas September 2010 - March 2011
Skills
Bloomberg Terminal, Economics, Bloomberg, Financial Analysis, Financial Modeling, Microsoft Office, FactSet, BlackRock Aladdin, DTC, SIS, Customer Service, Leadership, Strategy
Education
Drexel University - College of Business and Administration 2009 — 2014
Bachelor of Science in Business Administration, Majors: Finance and Economics; Minor: Philosophy, 3.95
K&D Marketing November 2011 - Present
Colorado Springs State Bank March 2010 - June 2011
Wells Fargo October 2006 - September 2008
Skills
Merchandising, Retail, Stores, Banking, Customer Service, Computer Literate, Microsoft Office, Money Handling, Phone Skills, Phone Etiquette, Equine, Blogging, Blog Marketing, E-commerce, Inventory Management
Education
Drury University 2008 — 2010
Associate of Science (A.S.), Environmental Management
Northern Virginia Community College 2004 — 2006
Wells Fargo 1996 - Present
First USA Bank July 1995 - November 1996
Skills
AML, Risk Management, Banking, Bank Secrecy Act, Credit, Credit Cards, Operational Risk, Operational Risk..., USA PATRIOT Act, Internet Banking
Education
Saint Mary's College of California 2009 — 2010
MBA, Business
Drexel University 1990 — 1995
BS, Commerce & Engineering
Wells Fargo 2013 - May 2015
Philadelphia 76ers January 2012 - June 2012
Drexel University March 2011 - September 2011
Drexel University November 2010 - February 2011
Cherry Hill Health & Racquet Club March 2010 - September 2010
2010 FIFA WORLD CUP June 2010 - June 2010
Skills
Sports Management, Sports Marketing, Sports, Event Management, Event Planning, Facebook, Sponsorship, Social Media, PowerPoint, Microsoft Office, Basketball, Market Research, Marketing Strategy, Social Media Marketing, Sales, Athletics
Education
Drexel University 2008 — 2013
Bachelor's Degree, Sports Management
Wells Fargo November 2010 - May 2011
Young Social Innovators October 2009 - December 2009
PlayPumps International June 2009 - August 2009
Skills
Research, Microsoft Office, Event Planning, Leadership, Financial Analysis, Nonprofits
Education
University of Florida - Fredric G. Levin College of Law 2014 — 2015
Master of Laws (LL.M.), Taxation
Pepperdine University School of Law 2011 — 2014
Juris Doctor (J.D.), Law
Washington and Lee University 2006 — 2010
Bachelor of Science with Special Attainments in Commerce, Business Administration
Dublin City University 2009 — 2009
International Studies
The London School of Economics and Political Science (LSE) 2006 — 2006
Trade, Development, and the Environment
Wells Fargo March 2013 - Present
Wells Fargo September 2011 - February 2013
Wells Fargo September 2010 - September 2011
Skills
Financial Risk, Risk Management, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Sarbanes-Oxley Act, Internal Controls, CPA, Accounting, Financial Accounting, Analysis
Education
Drexel University - LeBow College of Business 2006 — 2010
B.S., Accounting
Lockheed Martin November 2014 - Present
Wells Fargo September 2013 - January 2014
Susquehanna International Group, LLP (SIG) March 2012 - September 2012
The Hershey Company March 2011 - September 2011
Independence Blue Cross March 2010 - September 2010
Skills
Access, Data Analysis, HTML, Microsoft Office, Microsoft Word, SQL, Software Development, Visio, C, Public Speaking, Windows
Education
Drexel University 2008 — 2013
Software Engineering, Mechanical Engineering
Wells Fargo 1999 - Present
J & B Software January 1997 - September 1999
Macys 1988 - 1996
Skills
Troubleshooting, Software Installation, Testing, Technical Support, Software Documentation, Networking, Integration, Project Planning, Documentation, Hardware, Training, Microsoft Office, Customer Service, Sales
Education
Drexel University
Drexel University
Drexel University
LaSalle University
MBA, MIS
Wells Fargo June 2015 - Present
Wells Fargo March 2015 - June 2015
Wells Fargo December 2013 - March 2015
Carolinas Healthcare System July 2011 - November 2013
Cahaba Safeguard Administrators December 2009 - July 2011
ABB June 2007 - November 2009
Skills
Auditing, Internal Audit, Internal Controls, Financial Analysis, Process Improvement, Leadership
Education
Wake Forest University 2013 — 2015
Master of Business Administration (MBA)
North Carolina State University 2005 — 2009
B.S., Accounting - Finance
Duke University
Executive Certificate in Internal Auditing
Simpson Thacher & Bartlett LLP September 2014 - Present
Alston & Bird LLP May 2013 - July 2013
Wells Fargo June 2012 - August 2012
Alston & Bird LLP May 2012 - June 2012
Skills
Legal Writing
Education
University of Chicago Law School
Doctor of Law (J.D.)
Duke University
Bachelor of Arts (B.A.), History
TransUnion August 2015 - Present
Edward Elgar Publishing April 2014 - July 2015
School of Public and Environmental Affairs - Indiana University January 2014 - May 2015
School of Public and Environmental Affairs - Indiana University August 2013 - May 2015
Universidade de Brasília June 2014 - August 2014
Franklin Templeton India May 2009 - July 2009
Wells Fargo May 2008 - July 2008
Skills
Research, Editing, Public Speaking, Teaching, Microsoft Office, Social Media, Data Analysis, Proofreading, Community Outreach, Microsoft Excel, R, stata, SAS, SPSS
Education
Indiana University Bloomington 2013 — 2015
Master's Degree, MPA, Public Finance, MA Latin American Studies
Drexel University 2007 — 2012
BS Economics, BA Mathematics, BA International Studies
Universidade de São Paulo 2010 — 2011
Philosophy, Letters and Human Sciences. Mathematics
American University of Nigeria, Yola 2008 — 2009
Lomonosov Moscow State University (MSU) 2006 — 2007
Russian Language
Onion Flats July 2012 - Present
CITYSPACE 2012 - 2012
Apple June 2010 - December 2010
Wells Fargo December 2008 - January 2010
Skills
Real Estate, Real Estate License, Real Estate Transactions, Real Estate Development, Loans, Mortgage Lending, Credit Analysis, Valuation, Investment Properties, Investments
Education
Drexel University 2009 — 2012
Bachelor's of Science, Economics
Foundation for International Education 2011 — 2011
Watersmith Irrigation May 2006 - Present
Wells Fargo May 2003 - May 2006
Skills
Contract Negotiation, Customer Service, Leadership, Strategic Planning, Sales Management, Sales, New Business Development, Microsoft Office, Marketing Strategy, Marketing, Budgets, Account Management, Team Building
Education
Drury University 1997 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Nixa High School 1993 — 1997
Wells Fargo March 2014 - Present
Deutsche Bank August 2008 - August 2013
Vodafone July 2005 - September 2007
Education
Dublin Business School 2009 — 2011
Master of Science (M.S.), International Banking and Finance
University College Dublin 2004 — 2007
Bachelor of Arts (B.A.), Economics & Politics
Wells Fargo 1996 - Present
United Jersey Bank (Bank of America) 1989 - 1996
First People's Bank 1988 - 1989
Skills
Commercial Banking, Negotiation, Commercial Lending, New Business Development, Corporate Finance, Financial Analysis, Credit Analysis, Credit Management, Cash Management, International Trade
Education
Drexel University 1988 — 1990
Master of Business Administration (M.B.A.), Finance
University of Maryland College Park 1983 — 1986
Bachelor's Degree, Finance
University of Alabama 1982 — 1983
Finance / Computer Science
Wells Fargo December 2013 - Present
Wells Fargo January 2012 - December 2013
Wells Fargo October 2010 - January 2012
Wells Fargo August 2009 - October 2010
Mufson Howe Hunter & Company September 2007 - May 2008
EY January 2007 - June 2007
Skills
Commercial Banking, Credit Analysis, Finance, Microsoft Office, Accounting, Banking, Credit, Financial Risk, Financial Analysis, Treasury Management, Loans
Education
Drexel University 2005 — 2009
Bachelor's Degree, Accounting and Finance
Wells Fargo Wholesale University
Credit Management Training Program (CMTP)
Wells Fargo Wholesale University
Global Banking Associate/ Financial Analyst Program (FAP)
Wells Fargo September 2011 - Present
Education
Drexel University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Wells Fargo April 2015 - Present
AmeriServ Financial Bank October 2013 - October 2014
The Miners Bank February 2011 - October 2013
Wells Fargo April 2006 - November 2010
Sodexo October 2001 - April 2006
Skills
Portfolio Management, Banking, Credit, Relationship Management, Financial Analysis, Underwriting, Commercial Lending, Loans, Management, Commercial Banking, Business Development, Small Business Lending, Finance, Small Business
Education
The Risk Management Association (RMA) 2013 — 2014
Advanced Real Estate Cash Flow and Valuation; Commercial School of Lending
Pennsylvania Bankers Association 2011 — 2012
Essentials of Commercial Lending; School of Commercial Lending
Drexel University 1991 — 1996
Bachelor's degree, Hotel, Motel, and Restaurant Management: Business Administration
National Penn June 2004 - Present
Wells Fargo 1988 - 2004
Farm Credit Services of America 1983 - 1988
Education
Drexel University
Master of Business Administration (M.B.A.), Finance
Penn State University
Bachelor's Degree, Mineral Economics
Santander Investment Services November 2014 - Present
Citizens Investment Services January 2014 - November 2014
Citizens Bank November 2012 - December 2013
Wells Fargo Advisors January 2011 - November 2012
Wells Fargo March 2009 - January 2011
Skills
Financial Advisory, Retirement Planning, Wealth Management..., Banking, Personal Financial..., Series 7, Series 66, Series 6, Series 63, Series 31, Licensed Life Insurance..., Variable Life, Investment Advisory
Education
Drexel University
Bachelor of Science (B.S.), Information Technology
Burlington Stores, Inc. April 2013 - Present
Burlington Stores, Inc. April 2013 - Present
Wells Fargo December 2009 - January 2012
Skills
Customer Service, Retail, Sales, Microsoft Office, Management, Merchandising, Inventory Management, Leadership, Microsoft Word, PowerPoint, Microsoft Excel
Education
Drexel University - LeBow College of Business
Brandywine Global Investment Management November 2010 - Present
BNP Paribas September 2007 - November 2010
BNP Paribas July 2002 - September 2007
Streamline Capital, LLC June 2001 - June 2002
First Data Corporation December 1999 - June 2001
Wells Fargo May 1996 - December 1999
La Salle Trading, LLC February 1995 - March 1996
Skills
Fixed Income, Bloomberg, Corporate Actions, Derivatives, Reference Data, Equity Derivatives, Trading Systems, Hedge Funds, Equity Trading, Securities, Bloomberg Terminal, Eagle, STAR, Options, Equities, Asset Management, Bonds, Capital Markets, Investments, Trading
Education
University of Phoenix 2003 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
Drexel University 1989 — 1994
Bachelor of Business Administration (BBA), Finance, General
Central High - Philadelphia 1985 — 1989