Wells Fargo

Industry: Financial services company

Description

Wells 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

Employee
Years
Job
Industry
Jacob Williamson Jacob Williamson Jacksonville, Florida Details
Jacob Williamson's Wells Fargo Experience June 2012 - September 2013
Job at
Industry Financial Services
Experience
FIS  January 2015 - Present
Fidelity National Information Services  April 2014 - December 2014
Fidelity National Information Services  September 2013 - April 2014
Wells Fargo Advisors  March 2013 - September 2013
Wells Fargo   June 2012 - September 2013
Florida State University  2012 - 2012
Best Buy  2008 - 2012
Parker and Dufresne Attorneys at Law   2008 - 2009

Skills
Series 6, Series 63, Florida Notary, Life & Variable Annuity..., Windows Proficient, Mac Proficient, Microsoft Office..., Networking, Team Leadership, Teamwork, Time Management, Success Driven, Timely Execution, Highly personable, Self Motivated

Education
Florida State University   2008 — 2012
Bachelor's degree, Accounting and Finance

Bishop Kenny High School   2004 — 2008

Bryan Van Norman Bryan Van Norman Delray Beach, Florida Details
Bryan Van Norman's Wells Fargo Experience 2007 - 2008
Job National Account Manager at Chetu, Inc.
Industry Computer Software
Experience
Chetu, Inc.   2014 - Present
Checkway Systems, Inc   2011 - 2014
BVN Holdings, Inc   2008 - 2011
Wells Fargo   2007 - 2008

Skills
Solution Selling, Sales Management, Account Management, Key Account Management, Direct Sales, Channel Partners, New Business Development, Sales, Sales Process, B2B, Sales Operations, Business Development, SaaS, Enterprise Software, Cloud Computing, Management

Education
Florida State University   2005 — 2006
Law

University of Iowa   1999 — 2003
Bachelor's Degree, Liberal Arts

Jen Howell Jen Howell Jacksonville, Florida Details
Jen Howell's Wells Fargo Experience October 2009 - October 2010
Job
Industry Real Estate
Experience
Merion Realty Management  April 2013 - July 2014
Apartments.com  September 2012 - April 2013
Merion Realty Management  September 2010 - September 2012
Wells Fargo   October 2009 - October 2010
Makani Catamaran Honolulu, HI   March 2007 - October 2008
Harris Agency   2008 - 2008
Marriott International  September 2003 - September 2004

Skills
Real Estate, Advertising, Property Management, Apartments, Leases, Marketing, Contract Negotiation, Social Media Marketing, Marketing Strategy, Yardi, Fair Housing, Event Planning, Market Analysis, Microsoft Office, Microsoft Excel, Outlook, Yardi Voyager, Resident Retention, Yardi Property..., Advertising Sales, Financial Analysis, Salesforce.com, Online Advertising, Social Networking, Microsoft Word, Rentals, Sales, Customer Service

Education
University of West Florida   2002 — 2006
BSBA, Global Marketing

Florida State University   2001 — 2002
AA

David Harless David Harless Panama City Beach, Florida Details
David Harless's Wells Fargo Experience August 2010 - May 2013
Job Commercial Banking at SunTrust Bank
Industry Banking
Experience
SunTrust Bank  May 2013 - Present
Wells Fargo   August 2010 - May 2013

Skills
Planning Budgeting &..., Cash Management, Financial Analysis, Business Development, Financial Reporting, Customer Service, Team Development, Banking, Credit, Loans, Credit Analysis, Retail Banking, Portfolio Management, Commercial Lending, Credit Risk, Mortgage Lending, Consumer Lending, Finance, Relationship Management, Commercial Banking

Education
Florida State University   1985 — 1987
Finance, Business Administration and Management, General

Gulf Coast State College   1983 — 1985
Associate of Arts (A.A.), Business Administration and Management, General

Caitlin Kirk Caitlin Kirk Charlotte, North Carolina Details
Caitlin Kirk's Wells Fargo Experience September 2014 - January 2015
Job Teaching Assistant
Industry Education Management
Experience
The Goddard School  February 2015 - Present
Wells Fargo   September 2014 - January 2015
The Soap Factory  April 2014 - January 2015
Regions Hospital  October 2013 - September 2014
Gap Inc./Banana Republic   July 2012 - October 2013
Florida State University  August 2011 - April 2012

Skills
Research, Cataloging, Museums, Archives, Community Outreach, Nonprofits, Volunteer Management, Fundraising, Museum Collections, Grant Writing, History, Museum Education, Library, Art History, Digitization, Event Planning, Program Development, Library Science, Special Collections, Public Speaking, Editing, Art, Time Management, Teamwork, Critical Thinking, Data Entry, Cpr Certified, Volunteering, Higher Education, Creative Writing, Sales, Proofreading, Vital Signs, Highly detail oriented, Health Education, Passion for Helping..., Arts Administration, Resume Writing, Medical Records

Education
Savannah College of Art and Design   2014 — 2016
Master's degree, Art's Administration

Florida State University   2009 — 2012
Bachelor of Arts (B.A.), Art History, Criticism and Conservation

J.M. Tate High School   2007 — 2009
High School

page high school   2005 — 2007

Kelly Maguire Kelly Maguire Jacksonville, Florida Area Details
Kelly Maguire's Wells Fargo Experience May 2013 - August 2013
Job Master of International Business Graduate, University of Florida
Industry Sports
Experience
University of Florida  September 2014 - April 2015
Gator Bowl Sports   June 2014 - August 2014
Florida State University  September 2012 - May 2014
University of Washington, Michael G. Foster School of Business   April 2014 - April 2014
Florida State University  January 2013 - December 2013
Florida State University  January 2013 - December 2013
Wells Fargo   May 2013 - August 2013
Seminole Futures Career Exposition at Florida State University   September 2012 - January 2013
Tim Tebow Foundation  May 2011 - August 2011
Epping Forest Yacht Club  March 2009 - August 2011

Skills
Public Speaking, Social Media, Fundraising, Teamwork, Community Outreach, Sports, Social Networking, Sales, Leadership, Positivity, Customer Service, Community Service, Time Management, Training, Microsoft Excel, Teaching, Event Planning

Education
University of Florida   2014 — 2015
Master's Degree, International Business, 3.81 GPA

Florida State University   2010 — 2014
Bachelor of Science (B.S.), Finance and Professional Sales, 3.842 GPA

Florida State University   2012 — 2012
Bachelor of Science (B.S.), Study Abroad: London, England

Bishop Kenny High School   2006 — 2010

Tray Traynor Tray Traynor United States Details
Tray Traynor's Wells Fargo Experience 2004 - 2006
Job Risk Advisor/Producer at Pritchard & Jerden
Industry
Experience
Pritchard & Jerden  May 2013 - Present
JP Morgan Securities  August 2009 - April 2013
Raymond James Financial, Inc.   August 2006 - August 2009
Wells Fargo   2004 - 2006

Skills
Asset Allocation, Investments, Series 7, Series 63, Alternative Investments, Wealth Management, Retirement Planning, Mutual Funds, Investment Advisory, Securities, Equities, Portfolio Management, Asset Management, Retirement, Life Insurance, Insurance

Education
The University of Georgia   1999 — 2001

Florida State University

The Westminster Schools   1992 — 1996

Kathleen Ferrell Kathleen Ferrell Steamboat Springs, Colorado Details
Kathleen Ferrell's Wells Fargo Experience March 2012 - August 2013
Job Pricing Specialist at BNY Mellon
Industry Accounting
Experience
BNY Mellon  October 2013 - Present
Adventist Health System  September 2013 - October 2013
Wells Fargo   March 2012 - August 2013
Florida State University  January 2011 - December 2011

Skills
Bloomberg Terminal, SunGard, Microsoft Excel, Microsoft Access, Microsoft Word, Mac OS X, Windows, Series, ReconNet, File Management, Transaction Processing, Customer Service, Teller Operations, Foreign Currency..., Solution Selling, Retail Banking, Highly detail oriented, Teamwork, Creativity

Education
Florida State University   2008 — 2011
BS, Accounting, Finance, 3.34

Kendell McKnight Kendell McKnight United States Details
Kendell McKnight's Wells Fargo Experience July 2011 - Present
Job Personal Banker Helping You with your financial future
Industry Banking
Experience
Wells Fargo   July 2011 - Present
Alabama State House of Representatives  January 2011 - Present
Time of Employment   June 2008 - Present
Alabama State House   June 2008 - July 2011
State House  June 2008 - July 2011
Alabama State House   February 2008 - July 2011
Alabama Law Institute  February 2008 - May 2008
ALFA Insurance Company   July 2007 - February 2008
Steve & Barry's University Sportswear   August 2005 - July 2007
Florida State University  August 2002 - June 2005

Education
Florida State University
Bachelor of Science Degree, Criminal Justice

Kaiserslautern High School
A, General Studies

Troy University in Montgomery
1yr, Human Resource Management

Troy University
Master Degree, Human Resource Management

Jon Coulter Jon Coulter Tallahassee, Florida Details
Jon Coulter's Wells Fargo Experience August 2014 - April 2015
Job Mitigation Intern at Florida Division of Emergency Management
Industry Renewables & Environment
Experience
Florida Division of Emergency Management  August 2015 - Present
Collier County Government  May 2012 - August 2015
Collier County Government  May 2008 - August 2015
Wells Fargo   August 2014 - April 2015
Boy Scouts of America  July 2013 - July 2013
Collier County Government  May 2012 - June 2012
WOSM - World Organization of the Scout Movement  July 2011 - August 2011
Stockholms Scoutdistrikt   July 2011 - July 2011

Skills
Public Speaking, Social Media, International Relations, Eagle Scout, International Affairs, Servant Leadership, Multicultural Management, Intercultural..., Project Planning, Organization, Prezi, Microsoft Office, High level of initiative, Member of Mensa, Policy Analysis, Foreign Policy Analysis, Oral & Written..., Outdoor Recreation, Research, Microsoft Word, Microsoft Excel, Customer Service, Communication, Social Networking, Editing, Event Planning, Community Outreach, Leadership

Education
Florida State University   2010 — 2014
Bachelor of Arts (B.A.), International Relations and Affairs, Business, Political Philosophy

Barron Collier High School   2006 — 2010

Dan Willcox Dan Willcox Lady Lake, Florida Details
Dan Willcox's Wells Fargo Experience September 2006 - October 2010
Job The Mortgage Firm, Branch Manager, Lady Lake/The Villages FL
Industry Financial Services
Experience
The Mortgage Firm, Inc.   April 2015 - Present
Paramount Residential Mortgage Group Inc. (PRMG Inc.)   October 2014 - April 2015
Wells Fargo Home Mortgage  October 2010 - January 2014
Wells Fargo   September 2006 - October 2010

Skills
Construction Loans, Government Loans, VA loans, Residential Mortgages, USDA Rural Housing, Purchase Money, Refinance, Mortgage Lending, FHA financing, Loan Origination, FHA, USDA, First Time Home Buyers, Real Estate Financing, Non-Conforming, FHA Financing, Investment Properties, Mortgage Banking, Real Estate, VA Loans

Education
Florida State University   1992 — 1996
Bachelor of Science (BS), Political Science and Government

Choctawhatchee High School   1989 — 1992

Jonathan Gildon Jonathan Gildon Ormond Beach, Florida Details
Jonathan Gildon's Wells Fargo Experience November 2005 - August 2007
Job REALTOR at Realty Pros Assured
Industry Real Estate
Experience
Realty Pro's Assured  November 2013 - Present
The Furniture Deal   October 2009 - October 2013
Morgan Stanley  September 2007 - April 2009
Wells Fargo   November 2005 - August 2007

Skills
New Business Development, Sales Management, Furniture, Sales, Marketing Strategy, Strategic Planning, Customer Service, Retail, Real Estate Transactions, Real Estate Financing, Real Estate Investor, Space planning, Interior Design, Marketing, Investments, Investment Properties, First Time Home Buyers

Education
Seabreeze High School   2015 — 2019

Florida State University   2001 — 2005
Bachelor of Science (BS), Finance

Florida State University   2001 — 2005
Bachelor of Science (BS), Real Estate

Seabreeze High School   1996 — 2000

Jordan Bader Jordan Bader Charlotte, North Carolina Area Details
Jordan Bader's Wells Fargo Experience September 2013 - March 2015
Job Senior Recruiting ConsultantIT RecruitingMarketingManagementSocial Media Manager Athlete Agent
Industry Staffing and Recruiting
Experience
Cornerstone RPO  April 2015 - Present
Massage Envy Spa 66th Street   February 2012 - Present
Sports Management Worldwide  August 2009 - Present
Wells Fargo   September 2013 - March 2015
KForce  March 2010 - September 2013
Outback Steakhouse  September 2002 - July 2012

Skills
Human Resources, Sales, Management, Marketing, Customer Service, Inventory Management, Bookkeeping, Web Site Production, Recording, Funding, Posters, Recruiting, Cold Calling, Temporary Placement, Contract Recruitment, Technical Recruiting, Applicant Tracking..., Talent Acquisition, Sourcing, Training, Business Networking, Social Media, Time Management, Talent Management, Market Research, Business Development, Hiring, Staffing Services, Onboarding, Coaching, Negotiation, Interviews, Social Networking, Resume Writing, Operations Management, Screening Resumes, Account Management, Employee Relations, Analysis, Direct Sales, Temporary Staffing, Internet Recruiting, Leadership, CRM

Education
University of South Florida   2006 — 2008
Bachelor of Science of General Business Administration, Management and Marketing

Florida State University   2004 — 2006

Caleb Dietz Caleb Dietz Cape Coral, Florida Details
Caleb Dietz's Wells Fargo Experience August 2014 - March 2015
Job Financial Service Specialist
Industry Retail
Experience
Regions Bank  April 2015 - Present
Wells Fargo   August 2014 - March 2015
CVS Health  May 2014 - March 2015
AT&T  November 2013 - May 2014
Premier Health and Fitness Center   December 2011 - March 2013
Dietz consulting   2012 - January 2013

Skills
Photoshop, Graphics, Graphic Design, Sales, Customer Service, Leadership, Retail Sales, Customer Satisfaction, Public Speaking, Management, Team Building, Microsoft Office, Microsoft Word, Event Planning, Microsoft Excel, PowerPoint

Education
Florida State University   2011 — 2013
Associate of Arts (AA), Undeclared

Brian Tweed Brian Tweed Los Angeles, California Details
Brian Tweed's Wells Fargo Experience October 2001 - January 2003
Job Credit Analyst Income Property Lending at Luther Burbank Savings
Industry Banking
Experience
Luther Burbank Savings  October 2014 - Present
Intuit  March 2014 - October 2014
Bank of America  March 2010 - March 2014
Commonwealth of Massachusetts  August 2009 - March 2010
Atlantic National Trust LLC  January 2008 - May 2009
Wolters Kluwer, CCH  October 2004 - April 2006
Wells Fargo   October 2001 - January 2003

Skills
Credit Analysis, Credit Risk, Real Estate, Microsoft Excel, Microsoft Word, Leadership, Training, Banking, Financial Risk, Financial Analysis, Mortgage Lending, Loans, Credit, Due Diligence, Commercial Lending, Sales, Management, Income Property, Research, Credit Cards, Microsoft Office, PowerPoint, Technical Support, Software Quality...

Education
University of Maine School of Law   2006 — 2009
Doctor of Law (J.D.), Law

University of Maine   1998 — 2001
Bachelor of Arts (B.A.), Business Administration and Management, General

Florida State University   1997 — 1998
Business Administration and Management, General

Antonio Worsham Antonio Worsham Charlotte, North Carolina Area Details
Antonio Worsham's Wells Fargo Experience March 2011 - October 2012
Job Revolutionizing Real Estate
Industry Information Technology and Services
Experience
Equity North Carolina Real Estate   June 2014 - Present
Financial Education Services  2013 - Present
Coldwell Banker United  December 2009 - March 2014
Bank of America  2012 - 2014
Wells Fargo   March 2011 - October 2012
Bank of America  August 2010 - December 2010
Software Guidance & Assistance  July 2009 - July 2010
Wachovia, A Wells Fargo Company  2006 - 2009
A M Worsham Realty   January 2000 - July 2006
Wachovia, A Wells Fargo Company  November 2000 - December 2001

Skills
Infrastructure, Storage, SDLC, Vendor Management, Visio, Project Management, Program Management, SharePoint, Business Analysis, Process Improvement, MS Project, Leadership, Cross-functional Team..., Data Center, Six Sigma, Disaster Recovery, Integration, PMO, Software Documentation, Business Process, Project Planning, Microsoft Project

Education
Florida State University   1982 — 1986
BS, Computer & Information Science

BT Washington High School

Greg Streitman Greg Streitman Tampa/St. Petersburg, Florida Area Details
Greg Streitman's Wells Fargo Experience July 2014 - Present
Job Wells Fargo
Industry Financial Services
Experience
Wells Fargo   July 2014 - Present
Commonwealth Capital Securities   July 2008 - May 2009
Wachovia Securities  June 2007 - July 2008
Fisher Investments  March 2005 - September 2005
AmSouth Investment Services  March 2002 - March 2005

Skills
Series 7, Mutual Funds, CRM, Business Development, Investments, Financial Services, Finance, Equities, Fixed Income, Leadership, Sales, Management, Marketing, Trading, Options, Small Business, Customer Retention, Coaching, Fixed Annuities, Banking

Education
Florida State University
Bachelors of science, International Marketing

Hunter West Hunter West Ocoee, Florida Details
Hunter West's Wells Fargo Experience 2010 - 2011
Job Business Development at Mobooka
Industry Marketing and Advertising
Experience
Mobooka   February 2012 - Present
Baybrook Realty   2011 - 2012
Wells Fargo   2010 - 2011
Thyssen Krupp Elevators  2008 - 2010

Skills
Lead Generation, Account Management, Business Development, PPC, New Business Development, Marketing Strategy, Affiliate Marketing, Affiliate Management, Online Advertising, Social Media Marketing, Advertising, Direct Marketing, Online Marketing, SEM, Mobile Marketing, Email Marketing, Web Marketing, Management, Media Buying, Sales, B2B, Marketing, E-commerce, Cold Calling, Customer Acquisition

Education
Florida State University   2004 — 2008
Bachelor of Science (BS), Business Administration and Management, General

Shawn Abbas Shawn Abbas Charlotte, North Carolina Area Details
Shawn Abbas's Wells Fargo Experience June 2005 - Present
Job VP Senior Financial Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo   June 2005 - Present
Bank of America  June 2002 - June 2005
Wells Fargo Financial  January 2001 - February 2002

Skills
Forecasting, Banking, Financial Analysis, Strategic Planning, Finance, Project Management, Retail Banking, Sales Management, Financial Reporting, Customer Service, Financial Modeling, Portfolio Management, Management, Business Development, Leadership

Education
Florida State University - College of Business   2004 — 2006
Master, Business Administration

Florida State University   1999 — 2000
Bachelor of Science, Finance

Jamie Jarvis Posey Jamie Jarvis Posey Panama City, Florida Details
Jamie Jarvis Posey's Wells Fargo Experience March 2009 - April 2013
Job Territory Manager at Orthofix
Industry Medical Devices
Experience
Orthofix  June 2014 - Present
Coastal Business Products  April 2013 - June 2014
Wells Fargo   March 2009 - April 2013
The Bank of New York Mellon  June 2005 - March 2009

Skills
Microsoft Office, Due Diligence, Management, Customer Service, Microsoft Excel, Business to Business..., B2B, Portfolio Management, New Business Development, Business Development, Leadership, Salesforce.com, Sales Management, Sales Operations, Sales Process, Forecasting, Sales

Education
Florida State University
Bachelor of Science, Merchandising

Erich Boettcher Erich Boettcher Sherman Oaks, California Details
Erich Boettcher's Wells Fargo Experience December 2014 - Present
Job Bank Teller at Wells Fargo
Industry Motion Pictures and Film
Experience
Wells Fargo   December 2014 - Present
Groundswell/Olympus Pictures   September 2014 - Present
Evolution Entertainment  August 2014 - Present
Kimberly Guidone Productions   January 2014 - Present
Suntrust Bank  July 2007 - July 2012

Skills
Editing, Screenwriting, Film, Final Draft, Creative Writing, Scripting, Acting, Video Editing, Social Media

Education
Florida State University   2012 — 2014
Master's Degree, Playwriting and Screenwriting

Georgia State University   2010 — 2012
Bachelor's Degree, Film/Cinema/Video Studies

Jim Hancock Jim Hancock Venice, Florida Details
Jim Hancock's Wells Fargo Experience June 2011 - January 2013
Job Marketing Consultant at ThermOType
Industry Machinery
Experience
Therm-O-Type   January 2015 - Present
A Better Solution of Venice   February 2013 - April 2015
Wells Fargo   June 2011 - January 2013

Skills
Marketing, Marketing Strategy, Networking, Social Media Marketing, Finance, Microsoft Office, Mathematics, Customer Service, Research, Sales, Analysis, Time Management, Teamwork, Data Analysis, Management, Leadership, Small Business, Public Relations, Team Building, Event Planning, Social Media, Public Speaking, Online Marketing

Education
University of South Florida   2010 — 2012
Bachelor of Arts (BA), Finance, General

Florida State University   2006 — 2009
N/A, Computational and Applied Mathematics

Sandra Quesada Sandra Quesada Wilmington, Delaware Details
Sandra Quesada's Wells Fargo Experience December 2003 - May 2010
Job Vice President, Organizational Effectiveness and Leadership Development (OELD) at Amtrak
Industry Transportation/Trucking/Railroad
Experience
Amtrak  October 2012 - Present
Ryder Systems, Inc.   February 2011 - October 2012
Lowe's Home Improvement  May 2011 - October 2011
Ingersol Rand Corporation   October 2010 - January 2011
Wachovia Corporation  December 2003 - June 2010
Wachovia, a Wells Fargo Company  June 2007 - May 2010
Wells Fargo   December 2003 - May 2010
USAA; United Services Automobile Association   June 2000 - September 2003
Eli Lilly and Comp[any  April 1995 - May 2000
Amoco Corporation  1993 - 1995

Skills
Performance Consulting, Leadership Development, Succession Planning, Talent Management, Needs Analysis, Instructional Design, Organizational..., Performance Management, Organizational..., Employee Engagement, Change Management, Coaching, Organizational Design, Performance Improvement, Workforce Planning, Executive Coaching, Onboarding, Strategic Planning, Staff Development, Human Resources, Management, Team Leadership, E-Learning, Team Building, Leadership, Executive Development, Training, Business Development, Strategy, Employee Training, Training Delivery, Executive Management, Workshop Facilitation

Education
Florida State University   1980 — 1984
PhD, Education

John Libby John Libby Raleigh, North Carolina Details
John Libby's Wells Fargo Experience July 1997 - February 2012
Job Institutional Market Director Carolinas
Industry Investment Management
Experience
PNC Bank  July 2015 - Present
US Trust, Bank of America Global Wealth & Investment Management   February 2014 - July 2015
Foundation Source  February 2012 - June 2013
Wells Fargo   July 1997 - February 2012
Wachovia, A Wells Fargo Company  July 2005 - August 2007
Wachovia, A Wells Fargo Company  July 1995 - July 2005

Skills
Wealth Management, Account Management, Series 7, Asset Allocation, Estate Planning, Investments, Investment Advisory, Philanthropy, Portfolio Management, Mutual Funds, Asset Management, Wealth Management..., High Net Worth..., Alternative Investments, Securities, Equities, Investment Management, Investment Strategies, Financial Services, Retirement Planning, Strategic Financial..., Financial Advisory

Education
Florida State University   1987 — 1990
B.A., Psychology & French

Jarod Mast Jarod Mast Greater Atlanta Area Details
Jarod Mast's Wells Fargo Experience March 2015 - Present
Job Financial Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo   March 2015 - Present
Wells Fargo   September 2011 - Present
Wells Fargo   September 2010 - September 2011

Skills
Banking, Cash Management, Customer Service, Management, Credit, Sales, Risk Management, Loans, Microsoft Excel, Small Business Lending, Leadership, Credit Analysis, Data Analysis, Coaching, Retail Banking, Lines Of Credit, Teamwork, Consumer Lending, Commercial Lending, Payroll, Access, Marketing, Financial Analysis, Commercial Banking, Budgets, Sales Management, Finance, Team Building, Cross Selling, Microsoft Office, PowerPoint, Outlook, Essbase, MS Excel Pivot Tables

Education
Georgia State University   2015 — 2015
Master of Accountancy, Accounting

Florida State University   2004 — 2008
Bachelor of Science, Finance and Economics

Kenneth Furth Kenneth Furth Parrish, Florida Details
Kenneth Furth's Wells Fargo Experience 2009 - 2013
Job VP/Commercial Real Estate at Synovus Bank
Industry Banking
Experience
Synovus  2013 - Present
Wells Fargo   2009 - 2013
Orion Bank  2007 - 2009
KeyBank  2005 - 2007
Suncoast Credit Union  2003 - 2005
FAIRWINDS Credit Union  2001 - 2003
PaySys International  1994 - 2000

Skills
Commercial Real Estate, Relationship Management, Communication, Project Management, Negotiation, Real Estate, Finance, Credit Analysis, Loan Origination, Loans, Credit

Education
Florida State University
Bachelor of Science (B.S.), Business Administration

Jessica Kirk Jessica Kirk Fayetteville, Arkansas Details
Jessica Kirk's Wells Fargo Experience November 2009 - August 2010
Job Special Education Paraprofessional at Fayetteville School District
Industry Education Management
Experience
Fayetteville School District  August 2014 - Present
Durham Public Schools  July 2012 - June 2014
Palm Beach County School District  August 2010 - June 2012
Wells Fargo   November 2009 - August 2010

Skills
Classroom Management, Lesson Planning, Team Leadership, Differentiated..., Social Studies, Middle School, High School, Educational Technology, Tutoring, Extracurricular..., Literacy, Secondary Education, Teaching, Special Education, Microsoft Office, Curriculum Design, Public Speaking, Educational Leadership

Education
Florida State University   2005 — 2008
Bachelor of Science (BS), Social Science Teacher Education

Florida State University   2005 — 2008
Bachelor of Science (B.S.), Social Science Teacher Education

Risa (Clarissa) Dimacali Risa (Clarissa) Dimacali San Francisco, California Details
Risa (Clarissa) Dimacali's Wells Fargo Experience 2012 - 2014
Job Aspiring Wealth Manager. My goal is to help people do well and live well with money.
Industry Financial Services
Experience
Aspiriant  2014 - Present
Wells Fargo   2012 - 2014
Prosper Marketplace, Inc.   2011 - 2012
Charles Schwab  2005 - 2010
World Savings Bank  2002 - 2005
CARANA Corporation  2000 - 2002
Intuit Corporation  2000 - 2001
JD Power Clubs (aka carclub.com)   1998 - 2001

Skills
Web Analytics, User Experience, Email Marketing, Conversion Optimization, SEM, Content Strategy, Interaction Design, Public Relations, Advertising, User Generated Content, Product Managers, Web Marketing, Start-ups, Blogging, E-commerce, Online Advertising, Marketing Strategy, Team Leadership, Strategic Partnerships, SEO, Product Marketing, Integrated Marketing, Marketing Communications, Strategy, Competitive Analysis, Social Media Marketing, Lead Generation, Creative Direction, Marketing, Social Networking, Digital Marketing, Social Media, Marketing Management, Cross-functional Team..., Multi-channel Marketing, Online Marketing

Education
University of Virginia - Darden Graduate School of Business Administration
MBA

University of California, Berkeley   2012 — 2015
Professional Certification

Florida State University
BA

Bruce Dunn Bruce Dunn Leland, Michigan Details
Bruce Dunn's Wells Fargo Experience January 2009 - September 2013
Job Financial Marketing Executive & Investment Consultant
Industry Financial Services
Experience
PRISM Investment Solutions & Marketing   2014 - Present
Wells Fargo Securities, LLC  January 2009 - September 2013
Wells Fargo   January 2009 - September 2013
Wachovia Corp (CIB)   October 2005 - 2009
Morgan Stanley  June 2000 - October 2005
Morgan Stanley  1998 - 2000
Morgan Stanley Investment Management  1992 - 1998
Dean Witter Reynolds, Inc  June 1986 - June 1992

Skills
Advisory Boards, Eastern States..., Alternative Investments, Securities, Fixed Income, Risk Reduction, Asset Allocation, Marketing, Investments, Estate Planning, Investment Advisory, Wealth Management, FINRA, Portfolio Management, Series 63, Financial Advisory, Series 7, Financial Analysis, Structured Products, ETFs, Mutual Funds, Asset Management, Capital Markets, Risk Management, Equities, Financial Services, Finance

Education
Richard D. Irwin Graduate School of The American College, Bryn Mawr, Pennsylvania   2014 — 2015
Chartered Advisor in Philanthropy (CAP)

The American College   2014 — 2015
Chartered Advisor in Philanthropy (CAP), Philanthropic Studies, Professional Designation

Florida State University   1969 — 1972
BA, English & Business (double major)

Anthony Hebenstreit Anthony Hebenstreit Washington D.C. Metro Area Details
Anthony Hebenstreit's Wells Fargo Experience August 1998 - February 2000
Job Vice President at Jones Lang LaSalle
Industry Financial Services
Experience
Jones Lang LaSalle  August 2013 - Present
Freddie Mac  October 2004 - August 2013
Walker & Dunlop  August 2002 - October 2004
Greystone Servicing Corporation, Inc.   February 2000 - July 2002
Wells Fargo   August 1998 - February 2000

Skills
Credit, Mortgage Lending, Valuation, Commercial Mortgages, Loans, CMBS, Underwriting, Real Estate Financing, Asset Managment, Real Estate Economics, Portfolio Management, Financial Structuring, Capital Markets, Loan Origination, Credit Analysis, Finance

Education
Florida State University   2009 — 2010
Certificate in Financial Planning

University of Virginia   2000 — 2002
Accounting

Hobart and William Smith Colleges   1994 — 1998
BA, Economics

Katie Epps Katie Epps Jacksonville, Florida Area Details
Katie Epps's Wells Fargo Experience September 2013 - Present
Job AVP, Compliance Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo   September 2013 - Present
Wells Fargo   September 2011 - August 2013
Wells Fargo Bank  January 2007 - September 2011
Wachovia Bank  2003 - 2007

Skills
Risk Management, Analysis, Community Development, Skilled with Internet..., Investments, Banking, Nonprofits, Community Outreach, Budgets, Grants, Management, Highly Proficient in..., Knowledgeable with..., Economic Development, Internal Audit, Sponsorship, Business Analysis

Education
Florida State University   2000 — 2003
Bachelor of Science, Exercise Science

Kevin Inokuchi Kevin Inokuchi San Francisco Bay Area Details
Kevin Inokuchi's Wells Fargo Experience August 2001 - Present
Job VP, Product Manager
Industry Banking
Experience
Wells Fargo   August 2001 - Present

Education
Florida State University   1997 — 2001
BS, Criminal Justice

Jennifer Jennings Jennifer Jennings San Francisco, California Details
Jennifer Jennings's Wells Fargo Experience May 2015 - Present
Job Freelance Producer/Project Manager
Industry Marketing and Advertising
Experience
Wells Fargo   May 2015 - Present
EVB  February 2015 - May 2015
DigitasLBi_US  July 2013 - February 2015
Kimpton Hotels & Restaurants  August 2012 - July 2013
Iron Creative Communication  May 2012 - August 2012
Apple Inc.  June 2011 - December 2011
Goodby, Silverstein & Partners   December 2009 - June 2011
Condé Nast  January 2008 - April 2009
MindComet Corporation  September 2005 - December 2006
MTV Networks  October 2003 - December 2003

Skills
Digital Strategy, Digital Marketing, Interactive Projects, Rich Media Banners, Banner Ads, Web Project Management, Website Development, Video Production, Interactive Advertising, Digital Media, Interactive Marketing, Google Analytics, SEO copywriting, Creative Content..., Fast Track, Project Scope..., Basecamp, Talent Booking, CRM, Advertising, Content Strategy, Social Media, Creative Direction, Integrated Marketing, Online Advertising, Social Media Marketing, E-commerce

Education
Florida State University   1999 — 2003
Fashion Merchandising, Fashion, Business

Celeste Jones Celeste Jones Jacksonville, Florida Area Details
Celeste Jones's Wells Fargo Experience October 2005 - April 2010
Job Custom Underwriter at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation  August 2014 - Present
Regions Financial Corporation  August 2012 - Present
Regions Financial Corporation  April 2012 - August 2012
Regions Financial Corporation  December 2010 - April 2012
Wells Fargo   October 2005 - April 2010
Wachovia Bank / SouthTrust Bank   April 2001 - October 2005
CITICAPITAL (a division of CitiBank) AND PREDECESSORS   June 1996 - April 2001
Walt Disney World  June 1991 - August 1995

Skills
Research, Strategic Planning

Education
Florida State University   1992 — 1996
Bachelor of Science (BS), Finance, General

Avenish Mohan Avenish Mohan Tampa/St. Petersburg, Florida Area Details
Avenish Mohan's Wells Fargo Experience June 2007 - November 2010
Job Human Resource Assistant at Amazon
Industry Human Resources
Experience
Amazon  May 2015 - Present
Amazon.com  July 2014 - May 2015
Capital One  November 2010 - December 2011
Wells Fargo   June 2007 - November 2010
Walgreens  September 2006 - June 2008

Skills
Research, Management, Customer Service, Data Entry, Microsoft Office, Leadership, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Time Management, Data Analysis, Outlook, Statistics, Photoshop, InDesign, Illustrator, SAS, Interpersonal..., Critical Thinking, Detailed Organization, Group Dynamics, Outstanding time..., Open Minded, listening and nonverbal..., knowledge of group and..., understanding of..., clarity and concision, listening and nonverbal..., approaching problems..., interpreting and..., Training, Event Planning, Design, Employee Relations

Education
Florida State University   2012 — 2014
Bachelor's Degree, Psychology

Jason Cava Jason Cava Miami, Florida Details
Jason Cava's Wells Fargo Experience January 2011 - February 2013
Job Membership Director at Millenium Partners Sports Club Management
Industry Health, Wellness and Fitness
Experience
Millenium Partners Sports Club Management   March 2013 - Present
Wells Fargo   January 2011 - February 2013
AT&T  November 2006 - January 2011

Skills
Salesforce.com, Team Building, Marketing, Coaching, Cold Calling, Corporate Programs, Networking, Business Development, Manage Client..., Qualifying Candidates

Education
Florida State University   2002 — 2006

Christopher Columbus High School   1998 — 2002

Harry Stone Harry Stone New York, New York Details
Harry Stone's Wells Fargo Experience June 2010 - August 2011
Job Asset Management Executive Recruiter at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co.   September 2015 - Present
JPMorgan Chase  April 2014 - Present
JPMorgan Chase  September 2011 - March 2014
Wells Fargo   June 2010 - August 2011

Skills
Competitive Intelligence, Talent Pipelining, Sourcing, Recruiting, Training, Project Management, Event Planning, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Mortgage Banking, Metrics Reporting, Cold Calling, Interpersonal Skills, AIRS Trained

Education
Florida State University   2006 — 2010
Bachelor of Science (BS), Finance, Entrepreneurship

Cheryl Orr Cheryl Orr Greater Denver Area Details
Cheryl Orr's Wells Fargo Experience December 2002 - Present
Job
Industry Financial Services
Experience
Wells Fargo   December 2002 - Present

Education
Purdue University   1983 — 1984
Master's degree, Student Counseling and Personnel Services

Florida State University   1971 — 1975
Bachelor's degree, Elementary Education and Teaching

Chet Ratliff Chet Ratliff Charlotte, North Carolina Details
Chet Ratliff's Wells Fargo Experience June 2014 - Present
Job Manager, U.S. Trade Services at Wells Fargo
Industry Import and Export
Experience
Wells Fargo   June 2014 - Present
Barclays Bank  July 2012 - March 2014
AllianceBernstein Global Wealth Management, London   May 2010 - June 2012
Bernstein Global Wealth Management, Tampa   March 2007 - May 2010

Skills
Portfolio Management, Asset Allocation, Wealth Management, Mutual Funds, Fixed Income, Banking, Credit, Investments, Equities, Strategy, Retirement Planning, Alternative Investments, UCP 600, Import/Export Operations, Cross-functional Team...

Education
University of Tampa - John H. Sykes College of Business   2003 — 2005
MBA, Investments Concentration

Florida State University   1999 — 2003
MS, Multinational Business Operations

Jack Grace Jr Jack Grace Jr Ocoee, Florida Details
Jack Grace Jr's Wells Fargo Experience August 2015 - Present
Job RB Store Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo   August 2015 - Present
Wells Fargo   November 2014 - August 2015
Wells Fargo   August 2013 - November 2014
Wells Fargo   August 2012 - August 2013
Enterprise Rent-A-Car  June 2011 - August 2012
G4S Youth Services, LLC  November 2008 - August 2010

Skills
Management, Finance, Financial Services, Microsoft Office, Marketing Strategy, Sales Management, Customer Service, Customer Retention, Business Process..., New Business Development, Project Planning, Corporate Communications, HR Policies, Job Coaching, Team Leadership, Organizational..., Leadership, Marketing, Public Speaking, Coaching, Sales, Training

Education
Florida State University   2004 — 2008
Bachelor of Science (BS), Finance, General

Lindsay Lewis Lindsay Lewis Washington, District Of Columbia Details
Lindsay Lewis's Wells Fargo Experience January 2009 - October 2011
Job AVP Retail Operations at Congressional Bank
Industry Banking
Experience
Congressional Bank  October 2011 - Present
Wells Fargo   January 2009 - October 2011

Skills
Banking, Retail Banking, Sales, Sales Operations, Banking Operations, Core Banking, Employee Training, Commercial Banking, Operations Management, Insurance, Management, Project Management

Education
Florida State University
Bachelor's degree, Economics

John Shiflet John Shiflet Jackson, California Details
John Shiflet's Wells Fargo Experience January 1987 - January 1990
Job (Owner) HomeRun Financial & Insurance Services
Industry Insurance
Experience
HomeRun Financial & Insurance Services   January 1991 - Present
Bank One  January 1990 - December 1990
Wells Fargo   January 1987 - January 1990
GC Services  October 1984 - January 1987

Skills
Strategic Financial..., Property & Casualty..., Health Insurance, Commercial Insurance, Disability Insurance, Life Insurance, Insurance Law, Umbrella Insurance, Trust Services, Trust Management, Charitable Trusts, Special Needs Trusts, Investment Trusts, Trusted Advisor, Banking, Judgment Collections, A/R collections, Third Party Collections, Core Banking, Loan Servicing, Loan Modifications, Home Equity Loans, Boy Scouts, Youth Ministry, Youth Programs, Youth Leadership, Professional Liability, Liability Analysis, Product Liability, Employment Practices..., Directors & Officers..., Third Party Liability, Insurance, Liability, Universal Life, General Insurance, Claim, Legal Liability, Estate Planning, Small Business, HUD, Whole Life, Wedding Planning, Sales, Workers Compensation, Public Speaking, Vacation Homes, Financial Planning, Property, Insurance Brokerage

Education
University of North Florida   1983 — 1984
Bachelor's degree, Marketing/Marketing Management, General

Florida State University   1983 — 1983
Finance, General

Florida Junior College   1980 — 1982
Associate of Arts (AA), Marketing/Marketing Management, General

Terry Parker HS   1977 — 1980

Pompano Beach High School   1976 — 1977

Bill Spinner Bill Spinner Durham, North Carolina Details
Bill Spinner's Wells Fargo Experience April 2012 - March 2013
Job Branch Manager at SunTrust Bank
Industry Retail
Experience
SunTrust Bank  March 2013 - Present
Wells Fargo   April 2012 - March 2013
Verizon Wireless  January 2006 - September 2011
Alltel  January 2005 - January 2006
Sprint Nextel  March 2004 - January 2005

Skills
Wireless, Retail, Leadership, Retail Sales, Customer Retention, Customer Experience, Cold Calling, Customer Satisfaction, Direct Sales, Sales Process, Sales Operations, Solution Selling, Sales Management, Account Management, Team Building, Sales, Management, Coaching, Time Management, Salesforce.com, Call Centers

Education
Florida State University   2000 — 2004
Bachelor’s Degree, English, Communications

Clark Moore Clark Moore Charlotte, North Carolina Area Details
Clark Moore's Wells Fargo Experience January 1998 - January 1999
Job HR Director Operations at Lowe's
Industry Retail
Experience
Lowe's Home Improvement  July 2012 - Present
Lowe's  January 2006 - June 2012
Lowe's  January 2000 - January 2006
Lowe's  January 1999 - January 2000
Wells Fargo   January 1998 - January 1999

Skills
Legal Compliance, Succession Management, Talent Development, Employee Relations, Change Management, Talent Management, Process Improvement, Employee Engagement, Training & Development, Labor Relations, Succession Planning, Performance Management, HR Policies, Employee Training, Workforce Planning, Benefits Administration, HRIS, Human Resources, Retail, Talent Acquisition, Sourcing, Interviews, Organizational..., Recruiting, Executive Coaching, Personnel Management, Team Leadership, Organizational Design, New Hire Orientations, Employee Benefits, Training, PeopleSoft, Onboarding, Diversity & Inclusion, Hiring, Coaching, Leadership, Organizational..., College Recruiting, Budgets, Leadership Development, Employment Law, Applicant Tracking..., Temporary Placement, Internal Communications, HR Consulting, FMLA, Performance Improvement, Conflict Resolution, Deferred Compensation

Education
Florida State University
Master of Science, International Affairs

Winthrop University
Bachelor of Arts, French and Speech/Theatre

York Comprehensive High School

Leslie Rapach Leslie Rapach United States Details
Leslie Rapach's Wells Fargo Experience June 2014 - Present
Job Analytics Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo   June 2014 - Present
Time Warner Cable  September 2013 - June 2014
Time Warner Cable  October 2011 - September 2013
Bank of America  August 2009 - October 2011
Bank of America  July 2007 - August 2009

Skills
SQL, Visio, Risk Management, SAS, Financial Risk, Risk Analysis, Teradata, AML, SharePoint, Business Requirements, Data Normalization, Procedures Documentation, Adhoc Data Analysis, Data Transformation, Metadata Standards, Television Programming, MicroStrategy Reporting, Media Sales, Agile Methodologies, Netezza

Education
Florida State University   2001 — 2007
Masters in Science, Information Architecture

Heather Yousuf Heather Yousuf Albertville, Alabama Details
Heather Yousuf's Wells Fargo Experience June 2014 - Present
Job Store Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo   June 2014 - Present
Wells Fargo   March 2013 - June 2014
Woodforest National Bank  March 2012 - February 2013
EXPRESS  April 2009 - December 2010
Duckworth Morris Garrison Real Estate   November 2003 - December 2010
Silverspoon Inc   January 2001 - January 2010
Silverspoon   January 2001 - January 2010
Forever 21  March 2008 - March 2009
Duckworth-Morris-Garrison Real Estate   June 2004 - June 2008

Skills
Retail, Visual Merchandising, Merchandising, Selling, Sales Management, Retail Sales, Store Management, Fashion, Loss Prevention, Apparel, Trend Analysis, Sales, Customer Service, Trend, Inventory Management, Styling, Real Estate, Negotiation, Applicant Tracking..., Driving Results, Recruiting, Time Management, Training

Education
Florida State University   1998 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General

Desi Capaz, MBA Desi Capaz, MBA Napa, California Details
Desi Capaz, MBA's Wells Fargo Experience October 2014 - February 2015
Job Wine Educator at Freemark Abbey Winery
Industry Wine and Spirits
Experience
Jackson Family Wines  April 2015 - Present
Wells Fargo   October 2014 - February 2015
Self Employed  May 2012 - May 2014
Coldwell Banker Brokers of the Valley  September 2010 - May 2014
Black Stallion Winery  May 2008 - February 2010
WTTA-TV   July 2006 - August 2007
WFLA-TV  December 2001 - July 2006

Skills
Marketing, Real Estate, Sales, Investors, Selling, Sellers, Short Sales, First Time Home Buyers, Residential Homes, Social Media, Single Family Homes, Management, Investment Properties, REO, Social Media Marketing, Relocation, Foreclosures, Advertising, Negotiation, Customer Service, Luxury, Marketing Strategy, Public Relations, Condos, Microsoft Excel, Investments, Purchasing, Online Advertising, Social Networking, Facebook, Referrals, Real Estate Transactions, Listings, Buyer Representation, Buyers, Television, New Home Sales

Education
University of Phoenix   2013 — 2015
Master of Business Administration (M.B.A.), 3.89

University of South Florida   1991 — 1994
Bachelor's Degree, Mass Communication

Florida State University   1989 — 1991
Liberal Studies

Chris Thackston Chris Thackston Atlanta, Georgia Details
Chris Thackston's Wells Fargo Experience August 2012 - Present
Job Financial Crimes Specialist at Wells Fargo
Industry Banking
Experience
Wells Fargo   August 2012 - Present
Wells Fargo Bank  September 2010 - August 2012
Ferguson Enterprises  January 2007 - July 2009

Skills
Credit, Sales, Cold Calling, Loans, Account Management, Sales Management, Underwriting, Financial Analysis, Credit Analysis, Commercial Lending, Marketing, Direct Sales, Business Development

Education
Florida State University   2002 — 2006
Bachelor of Scinece, Marketing

Florida State University   2002 — 2006
Bachelor of Science (B.S.), Marketing

Katie Laine Bromfield Katie Laine Bromfield Albany, Georgia Area Details
Katie Laine Bromfield's Wells Fargo Experience May 2010 - August 2010
Job Senior Health Education and Behavior Student
Industry Hospital & Health Care
Experience
UF Health  October 2013 - April 2015
UF Health  April 2013 - October 2013
JanysDream Online Sales and Personal Shopping   January 2010 - March 2013
Stetson University  2010 - 2011
Wells Fargo   May 2010 - August 2010

Skills
Interpersonal..., Creative Design, Financial Accounting, Critical Thinking, Advocacy and Motivation, Epic Systems, Healthcare, Cross-cultural..., HIPAA, Cultural Competency, Social Intelligence, Inpatient Admissions, Empathy Building, Patient Relations, Employee Benefits, Emotional Intelligence, Insurance Claims, Payroll, Medical Terminology, Healthcare Management, Medical Billing, Microsoft Office, Data Entry, Hospitals, Health Insurance, PIP Law, Auto Insurance Medical..., Organization Skills, Outlook, Human Resources, Leadership, Administration, Customer Service, Invoicing, Microsoft Word, Health Education

Education
University of Florida
Bachelor of Science (BS), Health Education, 3.82 GPA

University of Florida
Associate of Arts (AA), College of Liberal Arts and Sciences

Florida State University   2012 — 2012
Developmental Disabilities and Family & Child Science Studies

Dwight Pendola, CFP® Dwight Pendola, CFP® Bradenton, Florida Details
Dwight Pendola, CFP®'s Wells Fargo Experience October 2006 - March 2008
Job Horizon Wealth Advisors
Industry Financial Services
Experience
Horizon Wealth Advisors   March 2015 - Present
Rudd International   February 2013 - March 2015
Merrill Lynch  November 2010 - February 2013
Edward Jones  May 2008 - October 2010
Wells Fargo   October 2006 - March 2008

Skills
Series 7, Uniform Combined State..., Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Series 63, 401k Rollovers, Retirement, Saving for Education, Mutual Funds, Series 65, Investments, Investment Strategies, Strategic Financial..., IRAs, Financial Advisory, Alternative Investments, Securities, Portfolio Management

Education
University of North Carolina at Wilmington   2000 — 2004
Bachelor of Science (B.S.), Finance, General

Florida State University   1999 — 2000

Brian J. Goldberg, CFP® Brian J. Goldberg, CFP® Atlanta, Georgia Details
Brian J. Goldberg, CFP®'s Wells Fargo Experience June 2014 - July 2015
Job Regional Sales Manager/External Wholesaler at Great American Insurance
Industry Financial Services
Experience
Great American Insurance Group - Annuities   July 2015 - Present
Wells Fargo   June 2014 - July 2015
Wells Fargo   November 2012 - June 2014
UBS Financial Services, Inc.   January 2009 - November 2012
Wells Fargo Advisors  October 2006 - January 2009

Skills
Series 7, Retirement Planning, Wealth Management, Series 63, Fixed Annuities, Uniform Combined State..., Investments, Strategic Financial..., Mutual Funds, Retirement, Portfolio Management, Estate Planning, Loans, Finance, Asset Allocation, Certified Financial..., Disability Insurance, Life Insurance, Long Term Care Insurance, Securities, Wealth

Education
Florida State University - College of Business   2005 — 2006
MBA, Finance and Real Estate Development

Florida State University   2000 — 2004
BS, Finance and Real Estate Analysis

Evan Beese Evan Beese Greater Minneapolis-St. Paul Area Details
Evan Beese's Wells Fargo Experience November 2013 - September 2015
Job Health Para Actuary at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial  September 2015 - Present
Wells Fargo   November 2013 - September 2015
Island Real Estate of Anna Maria Island, Inc  February 2013 - October 2013
Legacy Golf Club  July 2012 - June 2013
Boys & Girls Club  June 2009 - August 2009
Boys & Girls Club  June 2008 - August 2008
Merrill Lynch  August 2006 - January 2007
Albertson's  September 2004 - March 2006

Skills
Hospitality Management, Hotels, Front Office, Social Media, Web Marketing, SEO, Microsoft Office, Hospitality, Sales, Marketing, Customer Service, Microsoft Excel, Food & Beverage, Online Marketing

Education
University of South Florida   2010 — 2012
Bachelor of Science, Hospitality Management

Florida State University   2007 — 2010
Hospitality Management

Ricardo Seagraves Ricardo Seagraves Washington D.C. Metro Area Details
Ricardo Seagraves's Wells Fargo Experience January 2010 - March 2012
Job Test Engineer at Teaching Strategies, LLC
Industry Information Technology and Services
Experience
Teaching Strategies, LLC  April 2014 - Present
Teaching Strategies, LLC  March 2012 - April 2014
Wells Fargo   January 2010 - March 2012
Self Employed  January 2010 - March 2012
American Language School  December 2008 - December 2009
Envision Credit Union  October 2007 - November 2008

Skills
Windows, Help Desk Support, Windows 7, Windows XP, Microsoft Office, Technical Support, Computer Hardware, Computer Maintenance, Windows Vista, Project Management, Troubleshooting, Mac OS, Computer Repair, Customer Service, XP, System Administration, Leadership, Hardware, IT Operations, IT Management, Technology Planning, Goal Oriented, Remote Desktop, OS X, Laptops, Management, Technical Writing, MIS, A+ Certified, Linux, Office Equipment, Telecom BSS, Adobe Acrobat, Staff Development, Networking, Information Technology, Printers, Software Installation, Microsoft Exchange, VMware ESX, Visio, Databases, MS Office Suite, Team Motivator, Instructional Design, Spanish, Technology..., Business Systems

Education
Nova Southeastern University   2010 — 2011
Master of Science, Management Information Systems 2011

Florida State University   2004 — 2007
Bachelor of Science, Psychology 2007

Adolfo Fuentes Adolfo Fuentes Tallahassee, Florida Details
Adolfo Fuentes's Wells Fargo Experience May 2012 - December 2013
Job Undergraduate Research Assistant at Florida State University
Industry Financial Services
Experience
Florida State University  January 2014 - Present
Wells Fargo   May 2012 - December 2013
Suntech Engineering and Construction   August 2009 - May 2010

Skills
Microsoft Office, Microsoft Excel, Budgets, English, Microsoft Word, Outlook, PowerPoint, Research, Strategic Planning, Windows, Access, Customer Service, Business Analysis, Market Research, Accounting, Analysis, Teamwork, Business Strategy, Public Speaking, Sales, Event Planning, Management, Social Media, Data Analysis, Time Management, Spanish, Finance, Financial Analysis, Leadership, Marketing, Negotiation

Education
Florida State University   2013 — 2015
Bachelor of Business Administration in Finance, Fiance and Mathematics, 3.601

Karin Long Karin Long Palm City, Florida Details
Karin Long's Wells Fargo Experience April 2012 - March 2013
Job Experienced Residential Loan Mortgage Officer
Industry Banking
Experience
BB&T  August 2015 - Present
Harbor Community Bank  March 2013 - October 2013
Wells Fargo   April 2012 - March 2013
Tiki Bars Unlimited   January 2008 - April 2012
Wells Fargo   2006 - 2008
Wells Fargo   1997 - 2006

Skills
Sales, Residential Mortgages, Customer Satisfaction, New Business Development, Commercial Mortgages, Wholesale Lending, Management, Microsoft Excel, Microsoft Word, Research, Microsoft Office, PowerPoint, Leadership, Training, Photoshop, SBA, FNMA, FHLMC, FHA Financing, Marketing, Cross Selling, Cold Calling, Sales Presentations, Sales Management, Product Design, Customer Service, Customer Retention, solution based sales

Education
Florida State University   1982 — 1986
Bachelor's Degree, General Sales, Merchandising and Related Marketing Operations, B

Jackie Curran Jackie Curran Orlando, Florida Area Details
Jackie Curran's Wells Fargo Experience October 2011 - March 2012
Job Account Coordinator
Industry Events Services
Experience
Kuoni Destination Management  March 2013 - Present
Painting with a Twist  June 2011 - Present
U.S. National Whitewater Center   March 2012 - March 2013
Wells Fargo   October 2011 - March 2012
The Hotel Duval   August 2010 - December 2010
The Biltmore Company  April 2010 - August 2010
The Emerald Grande   April 2009 - August 2009
Tower Hill Insurance Group  May 2007 - August 2007

Skills
Microsoft Office, Live Meeting, Delphi, Event Planning, Event Management, Hospitality, Hotels, Tourism, Customer Service, Word, Excel, PowerPoint, Customer Relations, Public Relations, Outlook, Social Media, Budgeting, Special Events, Writing, Promotions, Social Media Marketing, Problem Solving, Facebook, Access, Budgets

Education
Florida State University   2007 — 2011
Hospitality Management, Hospitality and Business

Jaime M Blue, MBA Jaime M Blue, MBA Greater Atlanta Area Details
Jaime M Blue, MBA's Wells Fargo Experience April 2005 - February 2008
Job Workday Senior Consultant SierraCedar
Industry Computer Software
Experience
Sierra-Cedar  January 2013 - Present
Florida State University  May 2012 - January 2013
Florida State University-College of Social Work  September 2010 - December 2012
Florida State University-Sponsored Research Accounting Services   February 2008 - May 2012
Wells Fargo   April 2005 - February 2008
Tallahassee State Bank, a division of Synovus Bank  December 2002 - April 2005

Skills
Data Analysis, Management, Banking, Finance, Customer Service, Research, Software Documentation, Training, Leadership, PeopleSoft, Accounting, Credit, Microsoft Office, PowerPoint, Microsoft Office 2007, Mozilla/Internet..., Graduate Researcher, Coaching, Financial Education, Psychotherapy, Financial Analysis, Access, Outlook, Workshop Facilitation, Microsoft Excel, Retail Banking, Workday

Education
Kansas State University   2011 — 2015
Doctoral Student, Human Ecology/Personal Financial Planning

Florida State University   2010 — 2012
Master of Social Work (M.S.W.), Social Work

Florida State University - College of Business   2005 — 2007
Master degree, Business Administration

Florida State University - College of Business   2001 — 2004
Bachelor of Science, Finance and Real Estate

Jason Beinlich Jason Beinlich Greater Philadelphia Area Details
Jason Beinlich's Wells Fargo Experience August 2013 - Present
Job Message me with questions about my self, thank you
Industry Financial Services
Experience
Wells Fargo   August 2013 - Present
JGWPT Holdings, LLC  February 2013 - July 2013
Public Affairs Consutlants, Inc.   August 2009 - August 2010
Florida State University  August 2006 - August 2010
American Investigation Management   April 2006 - April 2007
Wireless Worx (Cingular Wireless)   April 2004 - August 2004
Extec Screens and Crushers Limited   April 1998 - August 2002

Skills
Non-profits, Nonprofits, Social Networking, Sports, Social Media, Event Planning, Microsoft Excel, Public Speaking, PowerPoint, Microsoft Office, Public Relations, Marketing, Leadership, Coaching, Customer Service, Sales, Microsoft Word, Time Management, Social Media Marketing, Fundraising, Team Building, Management, Advertising, Facebook

Education
Florida State University   2007 — 2010
Master of Science (M.S.), Applied American Politics & Policy

Florida State University   2002 — 2006
Bachelor of Science (BSc), Criminology

Darnell Mote Darnell Mote Jacksonville, Florida Details
Darnell Mote's Wells Fargo Experience December 2010 - Present
Job Personal Banker II/Brokerage Associate at Wells Fargo
Industry Financial Services
Experience
Wells Fargo   December 2010 - Present
Keiser University  June 2010 - December 2010
First Guaranty Bank  February 2010 - June 2010
Wells Fargo   March 2007 - February 2010

Skills
Series 6, Series 63, Life Insurance, Variable Annuities, Florida Notary, NMLS Licensed, Retail Banking, Direct Sales, Cold Calling Experience, Customer Satisfaction, Customer Acquisition, Long-term Customer..., Long Term Relationship..., Consumer Lending, Small Business Lending, Merchant Services, Financial Services, Strategic Financial..., Credit Management, Residential Mortgages, Seminars, Loans, Commercial Lending, Credit Analysis, Customer Service, Financial Planning, Sales

Education
Florida State University   2002 — 2006
Bachelor of Science (B.S.), Business Family and Consumer Sciences/Human Sciences

Christopher Pollak Christopher Pollak Port Saint Lucie, Florida Details
Christopher Pollak's Wells Fargo Experience December 2012 - July 2015
Job 😀
Industry Financial Services
Experience
Wells Fargo   December 2012 - July 2015
BB&T  October 2012 - December 2012
BankAtlantic  November 2010 - October 2012
JP Morgan Chase  2008 - 2010

Skills
Small Business Lending, Commercial Lending, Commercial Banking, Loans, Banking, Lines Of Credit, Credit, Credit Analysis, Retail Banking, Investment Advisory, Estate Planning, Financial Services, Finance, Investments, Cross Selling, Branch Management, Loan Origination, Cash Management, Commercial Mortgages, Portfolio Management, Mortgage Lending, Deposits, Insurance, Mortgage Banking, Treasury Management, Private Banking, Sales, Relationship Management, Wealth Management, Credit Risk, Consumer Lending, Customer Service, Leadership, Management, Branch Banking

Education
Florida State University   2010 — 2012
CFP, Finance

Florida Atlantic University   2005 — 2008
B.B.A, Finance

Ethan Rives Ethan Rives Winston Salem, North Carolina Details
Ethan Rives's Wells Fargo Experience January 2014 - Present
Job Credit Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo   January 2014 - Present
Wells Fargo   December 2012 - December 2013

Skills
Credit Analysis, Leadership, Consumer Lending, Financial Analysis, Mortgage Lending, Commercial Lending, Financial Modeling, Valuation, Loans, Credit, Banking, Commercial Banking, Microsoft Excel, PowerPoint, Presentations

Education
Florida State University   2008 — 2012
Bachelor of Science (BS), Finance, General

Edward McCaffrey Edward McCaffrey Boerne, Texas Details
Edward McCaffrey's Wells Fargo Experience March 2000 - Present
Job Systems Architect at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo   March 2000 - Present

Skills
Business Analysis, SQL, Management, SDLC, Requirements Analysis, Integration, Microsoft Office, Agile Methodologies, Process Improvement, Leadership

Education
Florida State University - College of Business   1993 — 1998
Bachelor’s Degree, Management Information Systems

Florida State University   1987 — 1991
Bachelor’s Degree, Criminology

Laurie Roth Laurie Roth Austin, Texas Area Details
Laurie Roth's Wells Fargo Experience October 2013 - Present
Job Instructional Designer
Industry Banking
Experience
Wells Fargo   October 2013 - Present
Wells Fargo   November 2005 - October 2013
Wells Fargo   November 2002 - May 2005

Skills
Training, Instructional Design, Coaching, Banking, Credit, Mortgage Lending, Financial Services, Customer Service, Leadership, Loans, Sales, Relationship Management, Consumer Lending, Curriculum Design, Business Development, Employee Training, Finance, Human Resources, Management, Outlook, PowerPoint, Program Management, Recruiting, Sales Management, Small Business Lending

Education
Capella University   2011 — 2014
M.S., Instructional Design for Online Learning

Florida State University   2000 — 2002
B.A., Communications

Chipola College   1998 — 2000
A.A., Communications

Colleen Sears Colleen Sears Tallahassee, Florida Details
Colleen Sears's Wells Fargo Experience June 2015 - Present
Job Commercial Real Estate Summer Financial Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo   June 2015 - Present
Northwestern Mutual  January 2015 - April 2015

Skills
Investments, Financial Analysis, Financial Planning, Insurance, Retirement Planning, Customer Service, Microsoft Excel, Leadership, Sales, Microsoft Office

Education
Florida State University   2012 — 2016
Bachelor's Degree, Finance and Real Estate

Andy LaFear Andy LaFear Jacksonville, Florida Area Details
Andy LaFear's Wells Fargo Experience 2004 - 2006
Job VP Government and Institutional Banking at Regions Bank
Industry Banking
Experience
Regions Bank  September 2013 - Present
Regions Bank  2006 - September 2013
Wells Fargo   2004 - 2006
SunTrust Bank  2002 - 2004
First Union National Bank  1998 - 2001
BNY Mellon  1995 - 1998

Skills
Banking, Commercial Banking, Credit, Loans, Securities, Bonds, Corporate Trust, Treasury Management, Business Development, Credit Analysis, Commercial Lending, Small Business Lending, Cash Management, New Business Development, Portfolio Management, Financial Analysis, Management, Investments

Education
University of North Florida   1997 — 2000
MBA, Finance

Florida State University   1991 — 1993
BS, Finance

Tallahassee Community College   1989 — 1991
AA

Dylan Fontes Dylan Fontes Greater Atlanta Area Details
Dylan Fontes's Wells Fargo Experience October 2011 - 2014
Job ManagerBusiness Development & Sales at Power Stow A/S
Industry Airlines/Aviation
Experience
Power Stow A/S   September 2014 - Present
Wells Fargo   October 2011 - 2014

Skills
Loans, Sales Management, Airlines, B2B, Sales, Mortgage Banking, Customer Service, New Business Development, Aviation, Mortgage Lending, Operations Management, Team Building, Finance, Negotiation, Customer Relations, Underwriting

Education
Florida State University   1995 — 2000
International Affairs concentration in Marketing

coral springs

gibbons

Cheryl Rollins Cheryl Rollins Charlotte, North Carolina Area Details
Cheryl Rollins's Wells Fargo Experience March 2013 - Present
Job Assistant Vice President, Event Planner at Wells Fargo
Industry Events Services
Experience
Wells Fargo   March 2013 - Present
Team Epic (formerly Velocity Sports & Entertainment)   August 2006 - March 2013
TSE Sports and Entertainment   September 2004 - August 2006
Creative Marketing Alliance  August 2003 - September 2004
Trenton Thunder  April 2003 - August 2004
Walt Disney World  2001 - 2002
Disney Event Group  May 2000 - August 2000

Skills
Sports Marketing, Event Management, Sponsorship Leveraging, Team Management, Sponsorship, Advertising, Leadership, General Awesomeness, Management

Education
Florida State University   1998 — 2002
Bachelors, Communication Studies and Theatre

Emma Jobling Emma Jobling Honolulu, Hawaii Details
Emma Jobling's Wells Fargo Experience August 2012 - February 2013
Job Former Personal Banker at RBS Citizens Bank
Industry Financial Services
Experience
RBS Citizens Financial Group  March 2013 - October 2013
Wells Fargo   August 2012 - February 2013
Wells Fargo   December 2011 - August 2012

Skills
Banking, Sales, Finance, Credit, Portfolio Management

Education
Florida State University   2007 — 2010
Bachelor of Arts, Economics and International Affairs

Brett Tobin Brett Tobin Gainesville, Florida Area Details
Brett Tobin's Wells Fargo Experience September 2013 - September 2014
Job at
Industry Computer Software
Experience
Shadow Health, Inc  September 2014 - Present
Wells Fargo   September 2013 - September 2014
Copytronics Information Systems  January 2013 - September 2013
Tank Over The World   May 2010 - January 2013
SumTotal Systems  August 2011 - August 2012
SumTotal Systems  January 2011 - February 2012

Skills
SaaS, Enterprise Software, Solution Selling, Software Sales, Salesforce.com, Karass Sales Training, SMB Sales, Sales Performance, SPI, Technical Demonstrations, Business Development, Cloud Computing, Lead Generation, Sales Presentations, Cold Calling, Direct Sales, Key Account Management, New Business Development, Sales, Account Management, Sales Operations, Software Industry, Professional Services, Sales Process, Customer Retention

Education
Florida State University   2007 — 2010
Bachelor of Arts, English

Florida State University   2006 — 2010
Bachelor of Arts (B.A.), English

Emilyn Rathgeber Emilyn Rathgeber Tampa/St. Petersburg, Florida Area Details
Emilyn Rathgeber's Wells Fargo Experience January 2014 - April 2015
Job Client Operations Analyst at Clarient Global LLC
Industry Financial Services
Experience
Clarient Global LLC  May 2015 - Present
Wells Fargo   January 2014 - April 2015
University of Florida College of Fine Arts  2012 - 2012
UF Health Shands Cancer Hospital   2012 - 2012
Freelance Musician  2004 - 2012

Skills
Client Services, Customer Retention, Banking, KYC, CRM, Organizational..., Sales Prospecting, Loan Origination, Fundraising, Music Education, Performing Arts, Arts Administration, Donor Solicitation, Non-profit Volunteer, Event Planning, Community Outreach, Arts Marketing

Education
University of Florida   2012 — 2014
Master of Science (M.S.), Management

University of Florida   2012 — 2013
Graduate Certificate in Arts Administration

Florida State University   2010 — 2012
Bachelor of Music, Harp Performance

Greg Prisby Greg Prisby Jacksonville, Florida Details
Greg Prisby's Wells Fargo Experience February 2013 - July 2015
Job Financial Instrument Risk Analyst
Industry Financial Services
Experience
EverBank  July 2015 - Present
Wells Fargo   February 2013 - July 2015
The Home Depot  January 2009 - February 2013

Skills
Store Management

Education
Florida State University   2004 — 2008
Bachelors, Finance

Edgar Avellan Edgar Avellan Charlotte, North Carolina Details
Edgar Avellan's Wells Fargo Experience April 2012 - November 2013
Job IT Specialist at IGM Resins
Industry Chemicals
Experience
IGM Resins  February 2014 - Present
Wells Fargo   April 2012 - November 2013
Norwegian Cruise Line  August 2011 - February 2012
Security Information Systems, Inc   July 2006 - August 2011
Mainstreet USA, Inc   September 2005 - August 2006

Skills
IT Management, Process Improvement, Business Analysis, Software Project..., SDLC, New Business Development, Disaster Recovery, SharePoint, Visio, Servers, Requirements Analysis, Requirements Gathering, Troubleshooting, Systems Analysis, SQL, Customer Service, Sales, Microsoft Office, Cross-functional Team..., Technical Support, Networking, Hardware, Project Management, Software Installation, Integration, Management, Testing, Switches, Microsoft SQL Server, Telecommunications, Windows Server, Active Directory, Laptops, System Administration, Databases, Virtualization, Printers, Network Administration, Leadership, Information Assurance, Information Technology, VMware, Software Documentation, Analysis, Team Building, IT Service Management, Windows

Education
Florida State University   2002 — 2005
Bachelor's degree, Information Systems

Miami Dade College   1999 — 2001
Associate's degree, Management Information Systems

Brian Baines Brian Baines Ocala, Florida Area Details
Brian Baines's Wells Fargo Experience March 2013 - September 2015
Job Branch Manager at SunTrust
Industry Financial Services
Experience
SunTrust  2015 - Present
Wells Fargo   March 2013 - September 2015
S&W Kitchens, Inc.   June 2012 - March 2013
Damar Mfg., Inc.   1991 - 2009
Damar Mfg., Inc.   1991 - 2009
Damar Mfg., Inc.   1991 - 2009

Skills
Credit, Banking, Building Materials, Sales, Loans, Business Development, New Business Development, Mortgage Lending, Sales Management, Account Management, Business Planning, Risk Management, Investments, Finance, Portfolio Management

Education
Florida State University   1985 — 1989
Economics, Economics

Stacy (Cooke) Denney Stacy (Cooke) Denney San Francisco Bay Area Details
Stacy (Cooke) Denney's Wells Fargo Experience 1997 - 1999
Job Managing Director at ThinkSmart Data Services, Founder/CEO Barefoot & Pregnant
Industry Information Technology and Services
Experience
ThinkSmart Data Services   February 2010 - Present
Barefoot & Pregnant   September 2003 - Present
Chronicle Books  2004 - 2004
Expert Communications   2001 - 2003
Cooke Marketing   1999 - 2001
Wells Fargo Online   1999 - 2001
Wells Fargo   1997 - 1999
Cohn & Wells  1995 - 1997
DIMAC Direct  1995 - 1995
Rapp Collins Worldwide  1992 - 1994

Skills
Marketing Strategy, Email Marketing, Public Relations, Marketing, Direct Marketing, Strategic Planning, Business Development, Multi-channel Marketing, Analytics, Marketing Management, Management, Account Management, Segmentation, CRM, Database Marketing, E-commerce, Start-ups, Strategic Partnerships, Advertising, New Business Development, Strategy, Marketing Communications, Integrated Marketing, Analysis

Education
Florida State University   1989 — 1991

Johnston High, Austin TX   1981 — 1985

Erica Jurgens Lewandowski Erica Jurgens Lewandowski Jacksonville, Florida Area Details
Erica Jurgens Lewandowski's Wells Fargo Experience February 2011 - Present
Job Business Banking Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo   February 2011 - Present
SunTrust Bank  October 2008 - February 2011
Wachovia Bank  June 2006 - October 2007
Wachovia Bank  October 2004 - June 2007
Cendant Mortgage  September 2002 - October 2004
Century 21  June 2001 - September 2002
Sears, Roebuck and Co.   August 1999 - June 2001

Skills
Loans, Banking, Commercial Lending, Commercial Banking, Loan Origination, Small Business Lending, Credit, Leadership, Series 6, Cash Management, Retail Banking, Consumer Lending, Finance, Sales, Series 63

Education
Florida State University   1994 — 1998
BS, Psychology and Communications

Dylan Snodgrass Dylan Snodgrass Jacksonville, Florida Details
Dylan Snodgrass's Wells Fargo Experience October 2012 - September 2013
Job Discounter at TD
Industry Banking
Experience
TD  February 2015 - Present
TD  November 2013 - January 2015
Wells Fargo   October 2012 - September 2013
TD  September 2011 - September 2012
Florida House of Representatives  February 2009 - May 2009
Florida House of Representatives  February 2008 - May 2008

Skills
Customer Service, Microsoft Office, Management, Credit, Leadership, Social Media, Public Speaking, Time Management, Sales, Marketing, Public Relations, Mortgage Lending, Social Networking, American Politics, Political Campaigns, Comparative Politics, Event Planning, Research

Education
Florida State University   2006 — 2010
Bachelor's Degree, Political Science; Minor Urban & Regional Planning

Sandalwood High School   2002 — 2006
High School

Emily Joyner Emily Joyner Atlanta, Georgia Details
Emily Joyner's Wells Fargo Experience November 2012 - Present
Job Cross Sell Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo   November 2012 - Present
Wells Fargo   May 2010 - October 2012
Wells Fargo   July 2007 - April 2010
Nordstrom  May 2005 - June 2005

Skills
Series 63, Credit, Loans, Mortgage Lending, Banking, Financial Analysis, Credit Analysis, Cross Selling, Investments, Financial Services, Commercial Banking, Securities, Relationship Management, Series 6, Financial Modeling, Finance, Sales, Insurance, Strategic Planning, Mutual Funds, Loan Origination, Mortgage Banking, Treasury Management, Variable Annuities, Analysis, Leadership, Business Development, Analytics, Marketing Strategy, Marketing

Education
Florida State University   2003 — 2007
BS, Economics

Rob Wilt Rob Wilt Des Moines, Iowa Area Details
Rob Wilt's Wells Fargo Experience April 2005 - Present
Job VP Technology Manager Wells Fargo Cards Division
Industry Financial Services
Experience
Wells Fargo   April 2005 - Present
Citigroup/Cards Technology   November 2003 - January 2005
Sears Credit  January 2002 - November 2003
Sears Credit  January 2000 - April 2003
Sears Credit  August 2001 - January 2002
Sears Credit  March 2000 - August 2001
Sears Credit  April 1999 - March 2000
Sears Credit  May 1997 - April 1999
Sears Credit  July 1996 - May 1997
Sears Credit  January 1996 - August 1996

Skills
Collections Management, Customer Relations, IT Management, Vendor Management, Call Center, Cards, Vendor, Process Improvement, Mentoring, Integration, Program Management, Workforce Management, Performance Management, Outsourcing, Access, Analysis, Problem Solving, Application Development, SQL, Administration, Microsoft Office, Excel, Word, MS Project, Databases, Visio, Software Development, System Administration, Risk Management, Customer Service, Call Centers, Team Leadership, Data Analysis, Project Management, Microsoft Excel, Operations Management, Microsoft Word

Education
Florida State University   1988 — 1992
BS, Biology, Chemistry

Chris Lehner Chris Lehner Columbus, Ohio Area Details
Chris Lehner's Wells Fargo Experience January 2011 - Present
Job
Industry Information Technology and Services
Experience
Wells Fargo   January 2011 - Present
Wachovia, A Wells Fargo Company  2009 - December 2010
Wachovia  2007 - 2009
Cambridge Integrated Services  1996 - 2007

Skills
SharePoint, Enterprise Architecture, Leadership, Integration, Data Center, PMP, Disaster Recovery, Business Analysis, Vendor Management, Management, Service Delivery, Process Improvement, Infrastructure, VMware, SDLC, Troubleshooting, Program Management, Risk Management

Education
Florida State University - College of Business   1998 — 1999
Master, Accounting Information Systems

Florida State University   1996 — 1998
B.S., Accounting

Jim Shippy Jim Shippy Ithaca, New York Area Details
Jim Shippy's Wells Fargo Experience January 1996 - January 2000
Job Senior Loan Originator at Elmira Savings Bank
Industry Banking
Experience
Elmira Savings Bank  January 2000 - Present
Wells Fargo   January 1996 - January 2000
Sebrite Corporation   January 1994 - January 1996

Skills
Mortgage Lending, Loans, Construction Loans, Credit Analysis, Credit, Banking, First Time Home Buyers, VA loans, Government Loans, FHA financing, FHA, FNMA, FHLMC, USDA Rural Housing, Commercial Real Estate, Residential Homes, Single Family Homes, Real Estate Transactions, Real Estate, Investment Properties, Mortgage Banking, Loan Origination, Residential Mortgages, Sellers, Finance, Real Estate Financing, Referrals, Refinance, Mortgage Underwriting, HUD, Small Business Lending, Property, Mortgage Marketing, Vacation Homes, Home Equity, VA Loans, FHA Financing

Education
Florida State University   1986 — 1991
Bachelor of Science

Terry McGrath Terry McGrath Greenville, South Carolina Area Details
Terry McGrath's Wells Fargo Experience September 2008 - December 2011
Job VP Treasury Sales Officer at First Citizens Bank
Industry Banking
Experience
First Citizens Bank  April 2015 - Present
CertusBank  January 2012 - February 2015
Wells Fargo   September 2008 - December 2011
Wells Fargo   2005 - September 2008
Wells Fargo   2003 - 2005
Wells Fargo   1999 - 2003
Wells Fargo   1995 - 1999
BellSouth  August 1988 - June 1994

Skills
Treasury Services, Treasury Management, Banking, ACH, Commercial Banking, Cash Management, Commercial Lending, Portfolio Management, Risk Management, Financial Analysis, Credit Analysis, Small Business Lending, Mortgage Lending, Credit Risk, Cross Selling, Finance, Deposits, Payments, Sales

Education
Nova Southeastern University   1990 — 1993
MBA, Business-International Business

Florida State University
Bachelor of Science (B.S.), Communication and Media Studies

Marissa Taler Marissa Taler Houston, Texas Area Details
Marissa Taler's Wells Fargo Experience June 2007 - August 2009
Job Compliance Analyst at Shell
Industry Oil & Energy
Experience
Shell  June 2015 - Present
Sequent Energy Management  April 2013 - June 2015
Sequent Energy Management  August 2009 - April 2013
Wells Fargo   June 2007 - August 2009
JPMorgan Chase  December 2005 - June 2007

Skills
Financial Modeling, Valuation, Trading, Risk Management, Financial Analysis, Commodity, Bloomberg, Analysis, Financial Reporting, Natural Gas Trading, Public Speaking

Education
Tulane University - A.B. Freeman School of Business   2007 — 2009
Masters, Finance

Florida State University   2001 — 2005
BS, Anthropology

ORHS - AST   1997 — 2001

Kim Lloyd Kim Lloyd Charlotte, North Carolina Area Details
Kim Lloyd's Wells Fargo Experience January 1995 - Present
Job Managing Director at Wells Fargo
Industry Banking
Experience
Wells Fargo   January 1995 - Present

Education
Florida State University   1981 — 1985
Bachelor's Degree, Finance, General

Bruce Boddie Bruce Boddie Miami/Fort Lauderdale Area Details
Bruce Boddie's Wells Fargo Experience July 2010 - Present
Job One Extraordinary Individual
Industry Financial Services
Experience
Wells Fargo   July 2010 - Present
Lehman Brothers  March 2003 - July 2008
Wachovia Small Business Capital  June 1995 - February 2003
The Money Store Investment Corporation  January 1994 - June 1995
U.S. Department of the Treasury - Office of Thrift Supervision   September 1989 - January 1994

Skills
Commercial Lending, Loans, Underwriting, Credit Analysis, Credit, Portfolio Management, Commercial Real Estate, Investments, Loan Origination, Sales, Business Development, Management, Mortgage Lending, SBA 504, Small Business Lending, SBA, Real Estate Economics, Banking, Commercial Banking, Financial Analysis, Valuation, Commercial Mortgages, Strategic Planning

Education
Florida State University   1985 — 1989

James Munsie James Munsie Greater Minneapolis-St. Paul Area Details
James Munsie's Wells Fargo Experience March 2012 - Present
Job Wholesale Banking Operational Risk
Industry Capital Markets
Experience
Wells Fargo   March 2012 - Present
Cargill  May 2007 - March 2012
Wells Fargo   May 2005 - May 2007
Piper Jaffray  May 2001 - May 2005
AQUILA ENERGY TRADING   May 1999 - May 2001
US BANCORP/PIPER JAFFRAY   May 1998 - May 1999
SALOMON SMITH BARNEY  April 1988 - May 1998

Skills
Hedging, Commodities, Trading, Energy Trading, Risk Management, Commodity Markets, Capital Markets, Commodity, Investments, Fixed Income, Strategy, Energy, Financial Risk, Portfolio Management, Analysis, Banking

Education
Florida State University   1984 — 1988
Bachelor of Science, Finance (Minor in Economics)

Jesse Weiner Jesse Weiner San Francisco, California Details
Jesse Weiner's Wells Fargo Experience August 2013 - Present
Job FX Risk Consultant, VP at Wells Fargo
Industry Banking
Experience
Wells Fargo   August 2013 - Present
Wells Fargo   February 2012 - August 2013
Wells Fargo   July 2010 - February 2012
Wells Fargo   July 2007 - July 2010
J.P. Morgan   March 2006 - July 2007

Skills
Economics, Financial Markets, FX Options, Financial Modeling, Financial Analysis, Risk Management, Bloomberg, Portfolio Management, Banking, Valuation, Analysis, Bloomberg Terminal, Corporate Finance, Business Analysis, Program Management, Access, Programming, Microsoft Excel, Underwriting, Microsoft Office, Foreign Exchange Risk...

Education
Tulane University - A.B. Freeman School of Business   2008 — 2009
Masters, Finance

Florida State University   2001 — 2004
Bachelor of Science, Physics

Logan Williams, Jr. Logan Williams, Jr. Greater Boston Area Details
Logan Williams, Jr.'s Wells Fargo Experience February 2010 - March 2011
Job Reverse Mortgage Specialist at Security One Lending
Industry Banking
Experience
Security One Lending  REVERSE MORTGAGE CONSULTANTIREVERSE HOME LOANSJune 2011 - June 2014
WELLS FARGO   February 2010 - March 2011
COUNTRYWIDE HOME LOAN  February 2009 - June 2010

Skills
Customer Relations, Microsoft Office, Excel, Risk Management, Reverse Mortgages, Customer Service, Microsoft Excel, Mortgage Lending

Education
Northeastern University   1970 — 1973
Bachelor of Science (BS), Business Administration and Management, General

Florida State University   1965 — 1966
NONE, ACCOUNTING

Carol Borota Carol Borota Greater Atlanta Area Details
Carol Borota's Wells Fargo Experience August 2010 - February 2011
Job Store Manager at Jack Rogers USA
Industry Luxury Goods & Jewelry
Experience
Jack Rogers USA  October 2013 - Present
kate spade  July 2013 - October 2013
Von Maur  September 2011 - July 2013
Wells Fargo   August 2010 - February 2011
Spanx  May 2008 - November 2008
Judith Leiber,LLC   May 2002 - April 2008
Illuminations  2001 - 2002
Tommy Hilfiger  April 1995 - October 2001
J.Crew  July 1993 - April 1995
Neiman Marcus  1984 - 1991

Skills
Merchandising, Visual Merchandising, Retail, Fashion, Retail Management, Training & Development, Recruitment/Retention, Store Management, Employee Training, Luxury Goods, Apparel, Sales, Inventory Management, Styling, Trend Analysis, Trend, Brand Management, Leadership, Wholesale, Loss Prevention, Marketing, Event Planning, Management, Profit, Sales Management, Customer Experience, Retail Sales, Driving Results, Window Displays, Sales Operations, Time Management, Store Operations, Fashion Design, CRM, Forecasting, Sourcing, E-commerce, Brand Development, Handbags, P&L, Jewelry, Recruiting, New Store Openings, Merchandise Planning

Education
Florida State University   1980 — 1984
Bachelor of Science

Jelani Wiltshire Jelani Wiltshire Charlotte, North Carolina Details
Jelani Wiltshire's Wells Fargo Experience July 2014 - Present
Job Quantitative Associate
Industry Banking
Experience
Wells Fargo   July 2014 - Present
University of Rochester Medical Center  June 2011 - Present
Department of Statistics at Florida State University   August 2009 - April 2010
Department of Statistics at Florida State University   August 2008 - April 2009
Department of Family Medicine and Rural Health at Florida State University   January 2008 - August 2008
Department of Statistics at Florida State University   May 2006 - April 2008

Education
Florida State University   2005 — 2010
Ph.D, Statistics

Donna Petit Donna Petit Charlotte, North Carolina Area Details
Donna Petit's Wells Fargo Experience July 2010 - January 2012
Job Sr. Business Systems Analyst at Diligent Corporation
Industry Computer Software
Experience
Diligent Corporation  July 2014 - Present
Bank of America  October 2012 - April 2014
Muzak/Mood Media   January 2012 - October 2012
Wells Fargo   July 2010 - January 2012
Verizon Wireless  January 2009 - October 2010
NCCI  February 1996 - July 2008

Skills
SharePoint, Visio, Training, Software Project..., Analysis, Relationship Management, Microsoft Office, Project Coordination, Visual Basic, Requirements Gathering, Oracle, Business Process, Requirements Analysis, Databases, Microsoft SQL Server, Troubleshooting, User Acceptance Testing, Test Planning, Web Development, PMO, Project Planning, VB.NET, Agile Methodologies

Education
Florida State University   1985 — 1991
BS, Electrical Engineering, Mathematics

Kenneth Nixon Kenneth Nixon Jacksonville, Florida Details
Kenneth Nixon's Wells Fargo Experience December 2008 - May 2010
Job Operations Analyst
Industry Investment Banking
Experience
Merrill Lynch  May 2015 - Present
Bank of America  October 2012 - May 2015
Bank of America  July 2011 - October 2012
Bank of America  May 2010 - July 2011
Wells Fargo   December 2008 - May 2010

Skills
Investments, Retirement Planning, Customer Service, Mutual Funds, Financial Analysis, Banking, Equities, Strategic Financial..., Portfolio Management, Financial Services, Credit, Wealth Management, Retirement, Risk Management, Fixed Income, Insurance, Loans, Finance, Financial Planning, Leadership

Education
Florida State University   2004 — 2008
Bachelor of Science (BS), Applied Economics

Stanton College Preparatory High School   2000 — 2004
Diploma, High School

Jeremy Brick Jeremy Brick Phoenix, Arizona Area Details
Jeremy Brick's Wells Fargo Experience June 2011 - Present
Job Cheif of Staff at Wells Fargo
Industry Banking
Experience
Wells Fargo   June 2011 - Present
Wells Fargo   August 2009 - June 2010
Wells Fargo   August 2008 - August 2009

Skills
IT Financial Management, Business Relationship..., Project Management, Banking, Business Analysis, Data Analysis, Relationship Management, Financial Services, Financial Analysis, Vendor Management, Analysis, Strategic Planning, Process Improvement, Visio, Microsoft Office, SharePoint

Education
Florida State University   2004 — 2008
Bachelor of Science (BS), Applied Economics

Gary Scalise Gary Scalise Tampa/St. Petersburg, Florida Area Details
Gary Scalise's Wells Fargo Experience July 2011 - September 2012
Job Sr. Systems Engineer at PayPal
Industry Information Technology and Services
Experience
PayPal  September 2012 - Present
Wells Fargo   July 2011 - September 2012
Wells Fargo Bank  December 2009 - July 2011
MEDIU   2007 - December 2009
JPMorgan Chase  2005 - 2007
JPMorgan Chase  2003 - 2005
JPMorgan Chase  2003 - 2003
JPMorgan Chase  2001 - 2003
JPMorgan Chase  1999 - 2001

Skills
Avaya, Genesys, CTI, Cisco ICM, ACD, Call Centers, Call Routing, Contact Centers, IVR, Integration, Routing, SIP, Vendor Management, VoIP

Education
Florida State University   1994 — 1999

Donald Perodin Donald Perodin Greater New York City Area Details
Donald Perodin's Wells Fargo Experience May 2006 - Present
Job Sales Manager Private Mortgage Banker NMLSR ID 442350
Industry Financial Services
Experience
Wells Fargo   May 2006 - Present
The New York Mortgage Company, LLC   October 1996 - May 2006
The Miami Dolphins/Florida Marlins/Joe Robbie Stadium   March 1993 - October 1996

Skills
Mortgage Lending, Mortgage Banking, Refinance, Loan Origination, Loans, FHA, Residential Mortgages, Real Estate, Investment Properties, Credit, First Time Home Buyers, Underwriting, Investments, Banking, Residential Homes, Condos, Sales, Credit Analysis, Selling, Real Estate Economics, Sales Management, Customer Service, Real Estate Transactions

Education
Florida State University   1988 — 1992
Bachelors in Science, Communications

Lew Saphar Lew Saphar Greensboro/Winston-Salem, North Carolina Area Details
Lew Saphar's Wells Fargo Experience 1995 - Present
Job Web Engineer Lead at Wachovia
Industry Financial Services
Experience
Wells Fargo   1995 - Present
Wachovia  April 1985 - Present

Skills
SharePoint, Visio, Requirements Analysis, Microsoft SQL Server, Business Analysis, Process Improvement, PMP, Enterprise Architecture, Integration, Vendor Management, SQL, SDLC, Disaster Recovery, IIS, Unix, Software Project...

Education
Florida State University   1976 — 1981
B.A., Computer Science, Mathematics

James Mosrie James Mosrie Raleigh-Durham, North Carolina Area Details
James Mosrie's Wells Fargo Experience January 2009 - Present
Job Senior Wealth Planner
Industry Accounting
Experience
Wells Fargo   January 2009 - Present
WTAS  November 2002 - January 2009
Deloitte  May 2002 - November 2002
Arthur Andersen  September 2000 - May 2002

Skills
Financial Planning, Tax, Trusts, Wealth Management, Financial Analysis

Education
Wake Forest University   1998 — 2000
MS, Accountancy

Florida State University   1994 — 1998
BS, Accounting

Andrew Leff Andrew Leff Greater New York City Area Details
Andrew Leff's Wells Fargo Experience 2002 - 2005
Job SVP, National Builder and Renovation Executive
Industry Financial Services
Experience
Bank of America  2012 - Present
Bank of America  2009 - 2012
JPMorgan Chase & Co.   2007 - 2009
JPMorgan Chase & Co.   2005 - 2007
Wells Fargo   2002 - 2005
Sunshine Mortgage  2001 - 2002

Skills
Loans, Loan Origination, Mortgage Banking, Residential Mortgages, FHA, Credit, Refinance, Banking, Real Estate, Investment Properties

Education
Florida State University

Dan Beckwith Dan Beckwith Dallas/Fort Worth Area Details
Dan Beckwith's Wells Fargo Experience July 2015 - Present
Job Vice President US Corporate Banking
Industry Banking
Experience
Wells Fargo   July 2015 - Present
Wells Fargo Bank  2005 - June 2015

Skills
Commercial Lending, Commercial Banking, Loans, Credit Analysis, Banking, Portfolio Management, Financial Analysis, Underwriting, Mergers & Acquisitions, Credit, Finance, Cash Management, Treasury Management, Mortgage Lending

Education
Florida State University   2004 — 2005
MBA, Concentration in Finance

Florida State University
BS, Finance

Eric Billot Eric Billot Panama City, Florida Area Details
Eric Billot's Wells Fargo Experience August 2012 - Present
Job Store Manager for Wells Fargo Company
Industry Banking
Experience
Wells Fargo   August 2012 - Present
Wells Fargo   January 2006 - August 2012

Skills
Mortgage Lending, Loans, Small Business Lending, Credit, Banking, Credit Analysis, Retail Banking, Consumer Lending, Commercial Lending, Portfolio Management, Finance, Risk Management, Relationship Management, Mortgage Banking

Education
Florida State University
Business Management

Jonathan Schlottman Jonathan Schlottman Charlotte, North Carolina Area Details
Jonathan Schlottman's Wells Fargo Experience July 2015 - Present
Job Analytic Consultant 4 at Wells Fargo
Industry Financial Services
Experience
Wells Fargo   July 2015 - Present
Bank of America  May 2013 - July 2015
Bank of America  September 2011 - April 2013
Bank of America  March 2009 - September 2011
Bank of America  July 2007 - March 2009
Florida State Board of Administration  May 2006 - June 2007

Skills
Risk Management, Leadership, Data Analysis, Project Management, Process Design, Program Management, Business Analysis, Portfolio Management, Six Sigma, Quality Control, Financial Analysis, Strategic Planning, Banking, Microsoft Excel, Access Database, Microsoft Office, Strategy, Process Improvement

Education
University of South Carolina - The Moore School of Business   2009 — 2013
Master of Business Administration (M.B.A.)

Florida State University   2003 — 2007
Bachelor of Science (B.S.), Finance and Marketing (double major), summa cum laude

Juan Fletcher Juan Fletcher Jacksonville, Florida Area Details
Juan Fletcher's Wells Fargo Experience June 2010 - June 2012
Job Underwriter at Citimortgage
Industry Financial Services
Experience
Citimortgage  October 2012 - June 2014
Bank of America  June 2012 - October 2012
Wells Fargo   June 2010 - June 2012
PHH Mortgage  May 2009 - September 2009
Magnolia Properties  September 2006 - May 2009
Wachovia  December 2008 - April 2009
Watson Realty Corp.  August 2004 - September 2006

Skills
Credit, Mortgage Lending, Loans, Residential Mortgages, Mortgage Banking, Refinance, Banking, Credit Analysis, Underwriting, Credit Risk, Risk Management, Consumer Lending, Mortgage Underwriting

Education
Florida State University   1992 — 1995

Tallahassee Community College
A.A., Business

David Mcnulty David Mcnulty Jacksonville, Florida Area Details
David Mcnulty's Wells Fargo Experience 2009 - 2013
Job VP Financial Services at Regency Centers
Industry Commercial Real Estate
Experience
Regency Centers  2013 - Present
Wells Fargo   2009 - 2013
Regency Centers  2007 - 2008
Regency Centers  1996 - 2007
KPMG  1989 - 1996

Skills
Real Estate Transactions, Real Estate Economics, Financial Analysis, Asset Managment, Strategic Planning, Land Acquisition, Portfolio Management, Due Diligence, Financials, Contract Negotiation, Valuation Modeling, Investments, Disposition, Real Estate Development, Budgets, Retail, Accounting, Leases, Microsoft Excel, Team Building, Customer Service, Asset Management, Dispositions

Education
Florida State University   1985 — 1989
bs, accounting

Eli Marks Eli Marks Greater Atlanta Area Details
Eli Marks's Wells Fargo Experience October 2008 - March 2010
Job Retail Credit Manager, Southeast US Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank  March 2010 - Present
Wells Fargo   October 2008 - March 2010
Wachovia, A Wells Fargo Company  February 2007 - October 2008

Skills
Consumer Lending, Loans, Credit, Small Business Lending, Portfolio Management, Commercial Lending, Banking, Mortgage Lending, Leadership, Finance, Process Improvement, Strategy, Management, Retail Banking

Education
Florida State University   1986 — 1991
BS, English and Business

Jerry Grenn Jerry Grenn Charlotte, North Carolina Details
Jerry Grenn's Wells Fargo Experience November 2008 - June 2010
Job Project Manager
Industry Information Technology and Services
Experience
Bank of America  November 2012 - Present
Wells Fargo   November 2008 - June 2010
Wells Fargo / Wachovia  November 2005 - May 2010
LIBERTY MORTGAGE LENDING   March 2002 - October 2005
Omnicast Productions   January 1998 - September 2005
Omnicast Productions   February 1998 - March 2003
WXEL TV   January 2000 - January 2003
WXEL TV   January 1997 - January 2003

Skills
Six Sigma, Certified Project..., Information Architecture, Customer Relations, Banking, Credit, Problem Solving, Call Center, Loans, Requirements Analysis, Testing, Analysis, Windows, Risk, Program Management, Business Requirements, Documentation, Compliance, PMP, Databases, Integration, SDLC, Business Analysis, Linux, PL/SQL

Education
ITT   2009 — 2012
CNS, Computers

Florida State University   1991 — 1995
Bachelor of the Arts; degree, Communications; Computer Science

Deanna Dare Deanna Dare Jacksonville, Florida Area Details
Deanna Dare's Wells Fargo Experience October 2011 - April 2012
Job Mortgage Professional
Industry Banking
Experience
Metro Tax Services, LLC   February 2014 - April 2014
PHH Mortgage  July 2013 - September 2013
Wells Fargo   October 2011 - April 2012

Skills
Customer Service, Process Improvement, SDLC, Vendor Management, Software Documentation

Education
Florida State University   1997 — 1998
Business, Banking/Mortgage, 4.0

Angie Rosacker Angie Rosacker West Palm Beach, Florida Area Details
Angie Rosacker's Wells Fargo Experience January 1982 - December 1998
Job Office at Floral Acres LLC
Industry Design
Experience
Angie Rose Designs   OfficeFloral Acres LLCOctober 2006 - Present
Wells Fargo   January 1982 - December 1998

Skills
Marketing, Public Relations, New Business Development, Marketing Strategy, Customer Service, Advertising, Microsoft Office, Product Development, Account Management, Marketing Communications, Online Advertising, Sales, Retail, Brand Development, Team Building, Email Marketing, Negotiation, Management, Leadership

Education
Florida State University   1978 — 1981
BS Finance and Real Estate, Accounting and Finance Real Estate

Florida State University

Cassia Sookhoo Cassia Sookhoo Washington D.C. Metro Area Details
Cassia Sookhoo's Wells Fargo Experience June 2011 - May 2013
Job Realty Project Manager at Department of Housing and Community Development
Industry Government Administration
Experience
Department of Housing and Community Development  February 2015 - Present
Department of Housing and Community Development  August 2013 - February 2015
Bryant Miller Olive  June 2013 - August 2013
Wells Fargo   June 2011 - May 2013
The Florida Senate  August 2010 - May 2011
Hopping Green & Sams, P.A.   July 2008 - January 2010
Wachovia Bank  June 2006 - July 2008
The Florida Independent Alligator  August 2005 - April 2008

Skills
Legal Research, Policy Analysis, Legal Writing, Community Outreach, SPSS, Research, Government, Westlaw, Public Policy, Microsoft Office, Non-profits, Community Development, International..., Policy, Public Speaking, Analysis, Oral & Written..., Presentation Development, Client Presentation, Financial Analysis, Transportation, Affordable Housing, Non-profit Program..., Nonprofits, Program Management, Legislation, Economic Development, Proposal Writing

Education
Florida State University   2009 — 2011
MSP, Urban and Regional Planning

University of Florida   2005 — 2008
B.A., Political Science

National Community Development Lending School
Graduate Certificate of Completion, Community Lending

John Lauder, CTFA John Lauder, CTFA Greensboro/Winston-Salem, North Carolina Area Details
John Lauder, CTFA's Wells Fargo Experience January 2001 - April 2005
Job Membership Professional, Senior Market at BCBSNC
Industry Financial Services
Experience
BCBSNC  September 2013 - Present
Lauder Tax & Notary Services   May 2013 - Present
Jackson Hewitt Tax Service Inc.  January 2011 - April 2013
Wells Fargo Bank  March 2008 - November 2009
High Point University  August 2005 - May 2008
Wells Fargo Bank  August 2006 - March 2008
Wells Fargo   January 2001 - April 2005

Skills
Charitable Trusts, Investments, Customer Relations, Budgeting, Insurance, Budgets, Financial Analysis, Customer Service, Tax Preparation, Accounting, Social Media Marketing, Microsoft Excel, Finance, Financial Reporting, Small Business

Education
High Point University   2002 — 2003
MBA, Business Administration and Management, General

Florida State University   1993 — 1997
Bachelor of Science, Finance

Brooke Correa Brooke Correa Greater Atlanta Area Details
Brooke Correa's Wells Fargo Experience October 2013 - Present
Job Director at Wells Fargo
Industry Financial Services
Experience
Wells Fargo   October 2013 - Present
Wells Fargo   June 2007 - Present
SunTrust Robinson Humphrey  2000 - 2007

Education
University of Florida - Warrington College of Business Administration   2005 — 2006
Master of Business Administration (M.B.A.), Finance, General

Florida State University   1998 — 2001
BA, Finance

Jeannette Bosch, MBA Jeannette Bosch, MBA Miami/Fort Lauderdale Area Details
Jeannette Bosch, MBA's Wells Fargo Experience December 2009 - April 2012
Job Vice President, Banking Center Manager at City National Bank
Industry Banking
Experience
City National Bank of Florida  September 2014 - Present
City National Bank of Florida  April 2012 - September 2014
Wells Fargo Advisors  March 2010 - April 2012
Wells Fargo   December 2009 - April 2012

Skills
Small Business Lending, Consumer Lending, Credit Analysis, Credit, Banking, Portfolio Management, Investments, Cash Management, Cross Selling, Financial Analysis, Asset Managment, Strategic Financial..., Sales Presentations, Document Management, Asset Management, Finance, Loan Origination, Financial Planning, Loans

Education
Nova Southeastern University   2007 — 2009
MBA, Masters in Business Administration

Florida State University   2001 — 2005
BS, Double Major Finance & Multi National Business Operations

St. Brendan High School   1997 — 2001
High school diploma

Jeremy Brick Jeremy Brick Greater Minneapolis-St. Paul Area Details
Jeremy Brick's Wells Fargo Experience Leadership Pipeline AlumniWells FargoAugust 2008 - August 2009
Job Technical Project Coordinator at Wells Fargo
Industry Financial Services
Experience
Wells Fargo   Leadership Pipeline AlumniWells FargoAugust 2008 - August 2009
Wells Fargo   August 2008 - March 2009

Education
Florida State University   2004 — 2008
Bachelors of Science, Economics

Bahir Jessie Bahir Jessie Greater New York City Area Details
Bahir Jessie's Wells Fargo Experience Credit UnderwriterJPMorgan ChaseSeptember 2007 - February 2011
Job Northeast Regional Credit Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo   Credit UnderwriterJPMorgan ChaseSeptember 2007 - February 2011
MetLife  December 2005 - September 2007
Bank of America  August 2002 - December 2005

Skills
Loan Origination, Credit Risk, Credit, Credit Analysis, Relationship Management, Analysis, Loans, Banking, Mortgage Lending, Financial Statements, Cash Flow, Portfolio Management, Small Business Lending, Underwriting, Financial Risk, Commercial Lending, Finance, Asset Based Lending, Lines Of Credit

Education
Florida State University

SBP

Kyle Bacchus Kyle Bacchus Naples, Florida Details
Kyle Bacchus's Wells Fargo Experience January 2014 - September 2014
Job Personal Banker 3 at SunTrust
Industry Banking
Experience
SunTrust  September 2014 - Present
Wells Fargo   January 2014 - September 2014
O'Reilly Auto Parts  June 2011 - December 2013

Skills
Customer Service, Research, Teamwork, Sales, Cross Selling, Public Speaking, C++, Gretl, Stata, HTML, PHP, Entrepreneurship, Efficiency, Leadership, Microsoft Office, Time Management, Banking, Financial Analysis, Management, Risk Management, Investments, Finance

Education
Florida State University   2009 — 2013
Bachelor of Science (B.S.), Applied Economics

George Hodges George Hodges Tallahassee, Florida Details
George Hodges's Wells Fargo Experience September 2014 - Present
Job Student at Florida State University
Industry Banking
Experience
Wells Fargo   September 2014 - Present

Education
Florida State University   2010 — 2014
Finance and Real Estate, Business, Management, Marketing, and Related Support Services

Brandy Cassulo Brandy Cassulo Panama City, Florida Details
Brandy Cassulo's Wells Fargo Experience July 2007 - October 2008
Job Assistant Branch Manager,Ameris Bank
Industry Banking
Experience
Prosperity Bank  August 2013 - Present
Cintas  June 2009 - June 2012
Wells Fargo   July 2007 - October 2008

Skills
Proposal Writing, Microsoft Office, Cold Calling, Customer Service, Customer Satisfaction, Customer Retention, SAP, Financial Reporting

Education
Florida State University   2004 — 2006
Bachelor of Science in Business Administration

Okaloosa- Walton Community College   2002 — 2004
Associate of Arts Degree, Business Major

crispen faress crispen faress Orlando, Florida Area Details
crispen faress's Wells Fargo Experience November 1984 - Present
Job Recruiting Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo   November 1984 - Present

Education
Florida State University

Jason Cava Jason Cava Miami, Florida Details
Jason Cava's Wells Fargo Experience February 2011 - February 2013
Job Membership Director at Millenium Partners Sports Club Management LLC
Industry Health, Wellness and Fitness
Experience
Millenium Partners Sports Club Management LLC   March 2013 - Present
Wells Fargo   February 2011 - February 2013
AT&T  November 2006 - January 2011

Skills
Sales, Sales Management, Networking, Public Administration, Management, Social Media Marketing, Social Networking

Education
Florida State University   2002 — 2006

Jennifer Genus Jennifer Genus Jacksonville, Florida Details
Jennifer Genus's Wells Fargo Experience January 1997 - April 2006
Job Account Exec Supervisor at AmeriTrust Law Group
Industry Financial Services
Experience
AmeriTrust Law Group   June 2012 - Present
BFS Credit   November 2010 - May 2012
Security Finance  September 2008 - September 2010
Wells Fargo   January 1997 - April 2006

Skills
Finance, Management, Supervisory Skills, Sales, Credit Analysis, Customer Service, Loans, Microsoft Office, Analysis, Customer Retention, Leadership, Public Speaking, Team Leadership

Education
University of Phoenix   2002 — 2004
Master of Business Administration (M.B.A.), Technology Management

Florida State University
Bachelor's Degree, Finance & Management, 3.7

Jake Dillon Jake Dillon Minneapolis, Minnesota Details
Jake Dillon's Wells Fargo Experience August 2012 - February 2013
Job SBA Loan Processor/Packager at Celtic Bank
Industry Financial Services
Experience
Celtic Bank  May 2014 - June 2015
Florida State University Early Childhood Autism Program   August 2013 - May 2014
Wells Fargo   August 2012 - February 2013
Play N Trade Video Games  August 2011 - August 2012
Publix Super Markets  May 2006 - January 2011
Gulf Coast State College  August 2010 - December 2010

Skills
Performance Management, Employee Training, Psychological Assessment, Data Entry, Organizational..., Applied Behavior..., Time Management, Microsoft Office, Team Building, Written Communication, Spanish, Japanese, Image Manipulation, Web Design, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Outlook, Public Speaking, Adobe Photoshop, Graphic Design, PowerPoint, Research, CSS, HTML, Leadership, Oral Communication, APPRO, Adobe Illustrator, Telephone Skills, Social Media, Interpreting Data, Software Troubleshooting, Presentations, Outlook, User Interface Design, Communication, Typing, Finance, Sales, Interpersonal..., Filing, Teamwork, Cashiering, Critical Thinking

Education
Florida State University   2012 — 2014
Bachelor of Science (B.S.), Psychology

University of Central Florida   2011 — 2011
Information Technology

Gulf Coast State College   2009 — 2011
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities

Chris Hursey Chris Hursey Suwanee, Georgia Details
Chris Hursey's Wells Fargo Experience March 2008 - July 2008
Job Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey  August 2011 - Present
Regions Financial Corporation  July 2008 - August 2011
Wells Fargo   March 2008 - July 2008
LaSalle Bank  April 2005 - March 2008
SunTrust  March 2002 - April 2005

Skills
Investment Banking, Due Diligence, Capital Markets, Portfolio Management, Investments, Banking, Management, Credit, Training, Recruiting

Education
Florida State University   1986 — 1989
Bachelor's Degree, Economics

Select page

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 152 153 154 155 156 157 158 159 160 161 162 163 164 165 166 167 168 169 170 171 172 173 174 175 176 177 178 179 180 181 182 183 184 185 186 187 188 189 190 191 192 193 194 195 196 197 198 199 200 201 202 203 204 205 206 207 208 209 210 211 212 213 214 215 216 217 218 219 220 221 222 223 224 225 226 227 228 229 230 231 232 233 234 235 236 237 238 239 240 241 242 243 244 245 246 247 248 249 250 251 252 253 254 255 256 257 258 259 260 261 262 263 264 265 266 267 268 269 270 271 272 273 274 275 276 277 278 279 280 281 282 283 284 285 286 287 288 289 290 291 292 293 294 295 296 297 298 299 300 301 302 303 304 305 306 307 308 309 310 311 312 313 314 315 316 317 318 319 320 321 322 323 324 325 326 327 328 329 330 331 332 333 334 335 336 337 338 339 340 341 342 343 344 345 346 347 348 349 350 351 352 353 354 355 356 357 358 359 360 361 362 363 364 365 366 367 368 369 370 371 372 373 374 375 376 377 378 379 380 381 382 383 384 385 386 387 388 389 390 391 392 393 394 395 396 397 398 399 400 401 402 403 404 405 406 407 408 409 410 411 412 413 414 415 416 417 418 419 420 421 422 423 424 425 426 427 428 429 430 431 432 433 434 435 436 437 438 439 440 441 442 443 444 445 446 447 448 449 450 451 452 453 454 455 456 457 458 459 460 461 462 463 464 465 466


Similar Companies