Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
Bank of America July 2015 - Present
SunTrust Bank June 2012 - June 2015
Wells Fargo November 2000 - June 2012
Skills
Commercial Banking, Consumer Lending, Customer Service, Loans, Commercial Lending, Small Business Lending, Microsoft Office, Commercial Mortgages, Lines Of Credit, Banking, Credit, Credit Analysis, Finance, Management, Mortgage Lending, Real Estate, Retail Banking, Sales
Education
Florida State University - College of Business 1979 — 1983
Bachelor of Arts (B.A.), Business Administration and Management, General
Wells Fargo
Skills
Loans, Credit Analysis, Credit, Portfolio Management, Banking, Commercial Lending, Credit Risk, Loan Origination, Commercial Banking, Financial Analysis, Investments, Finance, Financial Risk, Financial Modeling, Due Diligence, Risk Management, Corporate Finance, Mortgage Lending, Sales, Financial Services, Negotiation, Valuation, Treasury Management
Education
Florida State University
Bachelor's degree, Finance and Multinational Business
Advance Restaurant Finance, LLC July 2012 - Present
Chase January 2009 - July 2012
Chase January 2001 - January 2009
Wells Fargo 1999 - 2001
Skills
Mortgage Lending, Mortgage Banking, FHA, Refinance, Loans, Loan Origination, Credit, Banking, Underwriting, Credit Analysis, Commercial Lending, Cross Selling, Sales Management, Cold Calling, Leadership, B2B, Sales, Marketing, Lines Of Credit, Selling, Business Development, Marketing Strategy, Finance, Salesforce.com, Customer Service, Management
Education
Florida State University 1992 — 1996
Bachelor's degree, Marketing
Spartanburg High school 1991 — 1992
Highschool, College/University Preparatory and Advanced High School/Secondary Diploma Program
Jamberry Nails October 2014 - Present
Seacoast National Bank January 2013 - April 2013
Wells Fargo May 2011 - October 2012
Skills
Credit, Banking, Consumer Lending, Retail Banking, Small Business Lending, Commercial Lending, Cross Selling, Lines Of Credit, Cash Management, Financial Analysis
Education
Florida State University 2007 — 2009
Bachelor's degree, Business Administration and Management, General
Vero beach High School 2001 — 2004
HS diploma
Wells Fargo December 2013 - Present
Alabama Media Group December 2012 - December 2013
Dynamic Marketing Mix 2009 - December 2013
Nextel Partners/ Sprint Nextel July 2004 - July 2008
AmSouth Bank December 2000 - July 2004
Skills
Marketing Strategy, Marketing Communications, Direct Marketing, Integrated Marketing, Program Management, Digital Marketing, Advertising, B2B Marketing, Consumer Marketing, Financial Services, Wireless, Event Management, Media Planning, Consulting, Project Management, Product Marketing, Marketing Management, Competitive Analysis, market segmentation, Time Management, Collaboration, Public Relations, Budget Process, Business Case, Segmentation, Online Advertising, Online Marketing, Email Marketing, Brand Management, Management, Multi-channel Marketing, SEM, B2B, Lead Generation, Customer Retention, Strategic Planning, Salesforce.com, Mobile Marketing, Social Media Marketing, Marketing Research, CRM, PPC, Brand Awareness, SEO, Brand Development, Advertising Sales, Google Adwords, Digital Strategy, Direct Mail, Interactive Marketing
Education
Florida State University - College of Business
Master of Business Administration (MBA), Marketing
Florida State University - College of Business
Bachelor of Science (BS), Marketing/Marketing Management, General
Wells Fargo March 2014 - Present
Publix Super Markets May 2008 - June 2013
Skills
Customer Service, English, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Public Speaking, Windows, Research, Teaching, Photoshop, Teamwork, Data Entry, Time Management, Leadership, Telephone Skills, Cashiering, Sales, Banking, Problem Solving, Coaching
Education
Florida State University 2010 — 2013
Humanities/Humanistic Studies
Osceola High School 2006 — 2010
CSAA Insurance Group July 2014 - Present
Wells Fargo August 2007 - July 2014
IndyMac Bank December 2004 - May 2007
Altivus Consulting September 2004 - October 2004
MCI Telecommunications March 1989 - July 2004
Skills
Time Management, Business Development, Selling, Management, Strategy, Lead Generation, SaaS, Business Analysis, Credit, Team Leadership, P&L Management, Customer Service, Loans, B2B, Training, Banking, Customer Retention, Customer Experience, Change Management, Call Center, Strategic Partnerships, Cross-functional Team..., Leadership Development, Workforce Management, Financial Services, Vendor Management, Sales Management, Call Centers, Sales
Education
Florida State University
B.S.
Evans High School
Advent Software November 2014 - Present
Advent Software May 2014 - November 2014
Advent Software July 2012 - April 2014
Wells Fargo July 2005 - July 2012
Merrill Lynch June 1999 - July 2005
Skills
Financial Analysis, Investments, Leadership, Finance, Analysis, Mutual Funds, Budgets, Retirement Planning, Insurance, Sales, Series 7, Team Building, Customer Service, Series 63, Employee Benefits, Small Business, Six Sigma, Loans, Fixed Annuities, Financial Advisory, Wealth Management, Business Process
Education
Florida State University 1995 — 1999
Finance, Psychology
None June 2010 - March 2013
Wells Fargo December 2000 - November 2008
Skills
Microsoft Word, Mortgage Lending, Microsoft Office, Loans, Mortgage Banking, Credit, Sales Operations, Management, Policy, Risk Management, Team Leadership, Business Development, PowerPoint, Financial Reporting,..., Teamwork, Banking, Customer Service, Strategic Planning, Budgets, Financial Analysis, Public Speaking, Event Planning, Finance
Education
Florida State University 1996 — 1998
BS, Social Sciences
Tallahassee Community College
Associate of Arts (AA), Business Administration and Management, General
Homestar Financial Corporation August 2014 - Present
Ameris Bank - Formerly Prosperity Bank August 2012 - August 2014
Wells Fargo August 1995 - August 2012
Wachovia, A Wells Fargo Company August 1995 - March 2009
Skills
First Time Home Buyers, VA loans, FHA, FHA financing, Government Loans, Non-Conforming, USDA, Refinance, Mortgage Banking, Mortgage Lending, Certified Mortgage..., Residential Mortgages, Loan Origination, Investment Properties, Reverse Mortgages, Home Equity, HomePath, Loans, Investments, Construction Loans, Loss Mitigation, Commercial Lending, Residential Homes, Real Estate Financing, Credit, Real Estate Economics, HUD, Referrals, Consumer Lending, REO, Underwriting, Investors, Credit Analysis, Foreclosures, Short Sales, Mortgage Underwriting, Real Estate Transactions, FHA Financing, VA Loans
Education
Florida State University - College of Business 1991 — 1994
BS, Marketing & Multinational Business
Sahs 1988 — 1991
The Brickery Grill and Bar February 2015 - August 2015
Holeman and Finch Public House April 2014 - February 2015
Resurgens Hospitality Group August 2014 - October 2014
Indian Hills Country Club February 2014 - April 2014
Florida State University September 2012 - January 2014
Florida State University April 2012 - October 2012
Florida Department of Law Enforcement February 2012 - April 2012
Zeta Phi Beta Sorority Inc. Rho Kappa Chapter October 2010 - April 2012
Zeta Phi Beta Sorority Inc. Rho Kappa Chapter October 2010 - April 2012
Wells Fargo July 2010 - January 2011
Skills
Financial Analysis, Financial Modeling, Valuation, Financial Reporting, Financial Planning, Budget Reconciliation, Account Reconciliation, Budget Development, Budget Allocation, Budget Management, Expense Management, Cash Flow Management, Strategic Financial..., Budgets, Entrepreneurship, Cash Flow, QuickBooks, Auditing, Microsoft Excel, Accounts Payable, Management
Education
University of Central Florida 2015 — 2016
Master's degree, Hospitality and Tourism Management
Florida State University - College of Business 2009 — 2012
Bachelor of Science (B.S.), Finance, General
Imagina US January 2013 - Present
Imagina US April 2012 - December 2012
Wells Fargo June 2011 - October 2011
Skills
Television, Business Development, Marketing, Digital Media, Strategic Planning, Marketing Strategy, CRM, Creative Direction, Public Relations, New Media, Entertainment, Social Media, Budgets, Microsoft Office, Social Media Marketing, Event Planning, Forecasting, Advertising, US Hispanic Market, Latin America, Financial Analysis, Marketing Communications, Research, Negotiation
Education
Florida State University - College of Business 2006 — 2010
BS, Marketing, Management
EarlyShares.com January 2013 - Present
Wells Fargo 2008 - 2012
Beyond Lending Corp 2004 - 2008
Merrill Lynch 1998 - 2004
Skills
Crowdfunding, Alternative Investments, Investments, Venture Capital, Investor Relations, Entrepreneurial Finance, Entrepreneurial..., Entrepreneurship, Mortgage Banking, Mortgage Brokers, Business Brokerage, Prime Brokerage, Series 7, General Securities..., General Securities..., General Securities..., Uniform Combined State..., NASD, Realtor Relations, Florida Notary, Internet Entrepreneur, Entrepreneurship..., Investment Strategies, Joint Ventures, CEOs, Equity Valuation, Equity Capital Markets, Portfolio Management, Relationship Management, Finance, Funding, Series 63, Wealth Management, Equities, Loans, Securities, Mortgage Lending, Investment Banking, Strategy
Education
Florida State University - College of Business
Certified Financial Planner, Accounting and Finance
University of Tennessee-Knoxville
Accounting and Finance
Abbot Downing March 2015 - Present
Abbot Downing January 2013 - March 2015
Abbot Downing November 2010 - December 2012
Wells Fargo August 2009 - October 2010
Wachovia Wealth Management June 2006 - August 2009
Wachovia Wealth Management September 2003 - May 2006
Skills
Asset Management, Portfolio Management, Wealth Management, Investments, Equities, Financial Analysis, Investment Strategies, Asset Allocation, Financial Planning, Financial Services
Education
University of North Carolina at Chapel Hill 2013 — 2015
Master of Business Administration (MBA) Candidate, Concentration in Investment Management
Florida State University 1998 — 2003
Bachelor of Science (B.S.), Finance, Minor Computer Science
Passed Level II of the CFA Program
The Main Street America Group November 2014 - Present
The Main Street America Group December 2013 - November 2014
Wells Fargo July 2012 - December 2013
Merrill Lynch April 2011 - July 2012
Regions Financial Corporation July 2007 - April 2011
Regions Bank July 2007 - September 2007
Skills
Banking, Sales Management, Account Management, Customer Service, Cold Calling, New Business Development, Commercial Banking, Credit, Direct Sales, Financial Analysis, Strategic Financial..., Equities, Loans, Risk Assessment, Credit Analysis, Management, Building Relationships, Mortgage Underwriting, Staff Development, Relationship Management, Financial Planning, Finance, Financial Services, Investments, Leadership, Marketing, Sales
Education
Jacksonville University 2010 — 2013
Masters of Business Administration, Finance
Florida State University - College of Business 2004 — 2007
Bachelors, Finance
Wells Fargo August 2012 - Present
Robert William Hudson Photography June 2010 - June 2013
Wells Fargo 2012 - 2013
Tallahassee Community College January 2010 - December 2010
Tallahassee Community College January 2010 - December 2010
Florida State University January 2010 - April 2010
Gary Moulton Auto Center January 2009 - August 2009
Gary Moulton Auto Center January 2009 - August 2009
Circuit City October 2005 - December 2008
Circuit City October 2005 - December 2007
Skills
Leadership, Photography, Sales, Photoshop, Microsoft Office, Creative Direction, Research, PowerPoint, Microsoft Excel, Coaching, Publishing, Fine Art, Banking, Real Estate, Customer Retention, Data Analysis, Public Speaking
Education
Florida State University 2009 — 2010
Bachelor of Science, Traditional Economics
Tallahassee Community College 2009 — 2010
Associates in Arts, General Transfer
Florida State University 2006 — 2010
BS, Economics, Business, Law
Lincoln High School 2000 — 2004
High School Diploma, General Studies
Wells Fargo 1989 - 2013
Martin Marietta September 1979 - April 1984
Westinghouse Defense July 1967 - August 1977
Skills
Deposit and check..., project lead, organizational and time..., Deadline Driven, strong verbal and..., Technical Trainers, Creation Of Training..., Creative Problem Solving, Multi-tasked, Priority Setting, remote training, Data Processing, Microsoft Applications, Training, ACH, Investments, Merchant Services
Education
Florida Technical College 1985 — 1986
Computer Technology/Computer Systems Technology
Wells Fargo June 2013 - Present
Enterprise Rent-A-Car January 2012 - Present
Nike September 2011 - February 2012
One Fresh Restaurants 2006 - 2011
Education
Florida State University 2002 — 2006
Economics, Business
Florida State University 2002 — 2006
Bachelor of Applied Science (B.A.Sc.), Applied Economics
Equity Residential March 2012 - Present
Wells Fargo February 2011 - March 2012
AT&T October 2008 - April 2010
Household Finance June 2005 - October 2008
Skills
Sales, Customer Service, Credit, Banking, Recruiting, Leadership, Management, Customer Retention, Loans, Sales Management, Account Management, Training, Relationship Management, Marketing, Team Building, Human Resources, Employee Training, Mortgage Lending, Consumer Lending, Business Development, Property Management
Education
Florida State University - College of Business 2001 — 2005
Bachelor Degree, Human Resources
Wells Fargo July 2015 - Present
Aqua Cove April 2015 - July 2015
Florida State University August 2012 - May 2015
Wells Fargo May 2014 - August 2014
Regions Financial Corporation June 2013 - August 2013
Victoria's Secret June 2013 - August 2013
Florida State University September 2012 - November 2012
PwC April 2012 - April 2012
City of Hollywood June 2011 - August 2011
WorkForce One June 2010 - August 2010
Skills
Proficient in Microsoft..., Proficient in Adobe..., Project Planning, Hospitality, Microsoft Office, PowerPoint, Microsoft Excel, Research, Microsoft Word, Data Analysis, Customer Service, Windows 7, Outlook, Finance, Training, Accounting, Leadership, Time Management, Public Speaking, Teamwork
Education
Florida State University - College of Business 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Finance and Applied Economics, 3.5
Flexton Inc. January 2014 - Present
Neiman Marcus 2012 - Present
Sales jobs.com 2008 - Present
Wells Fargo 2003 - 2005
Executive Resources 2001 - 2003
Skills
Microsoft Office, Customer Service, Social Media, Marketing, Sales, Social Networking, Retail, Management, Public Relations, Marketing Communications, Marketing Strategy, PowerPoint, Microsoft Word, Training
Education
San Francisco State University 2013 — 2015
Business/Communication
Folsom Lake College 2010 — 2012
Communications/Business
Priority Insurance LLC January 2015 - Present
Florida Blue October 2013 - Present
Allstate August 2014 - Present
Global Village Champions and Vitapro August 2012 - September 2013
Wells Fargo January 2011 - September 2012
Skills
Credit, Financial Analysis, Strategic Financial..., Cash Management, Banking, Finance, 401k, Accounting, Financial Modeling, Financial Reporting, Investments, Cash Flow, Insurance, PeopleSoft, Financial Services, Microsoft Office, QuickBooks, Wikipedia, Video Editing, Copy Editing, Web Site Editing, Critical Thinking, Bookkeeping, Credit Analysis, Sales, Retirement Planning, Marketing, Payroll, Social Networking, Fixed Annuities, Life Insurance, Employee Benefits, Benefits Administration, Commercial Lending, Health Insurance, Customer Service, Leadership, Social Media, Team Building, Training
Education
Florida State University 2006 — 2008
Bachelor's degree, Psychology
Talahassee Community College
Associate of Arts (AA), General Studies
M&T Bank September 2013 - Present
Sunrise Banks February 2012 - September 2013
TCF Bank May 2010 - February 2012
Citi May 2008 - December 2009
Wells Fargo October 2006 - May 2008
Skills
Bank Secrecy Act, Investigations, LexisNexis, Copywriting, Copy Editing, Research, Typing, Internet, Communication Written, PowerPoint, Analytical Writing, Analysis, Access, Community Outreach, Leadership, Microsoft Excel, Microsoft Office, Teaching, Project Management, Credit, Customer Service, Event Planning, Banking, Public Speaking, Risk Management, Financial Risk
Education
Florida State University 1998 — 2002
Bachelor of Arts (B.A.), English Literature
Wells Fargo January 2011 - Present
CNLBank January 2006 - December 2010
Citrus Bank/Mercantile Bank September 2000 - January 2006
Bank Atlantic January 1998 - May 2000
Barnett Bank May 1987 - January 1998
Skills
Private Banking, Commercial Lending, Real Estate Lending, Loans, Mortgage Lending, Portfolio Management, Investments, Retail Banking, Credit Analysis, Credit Risk, Small Business Lending, Asset Management, Fixed Income, Consumer Lending, Equities, Asset Allocation, Investment Advisory, Wealth Management...
Education
Florida State University - College of Business 1983 — 1987
Bachelor of Science (B.S.), Finance and Economics
Rinehart Realty April 2013 - April 2015
First Tennessee Bank 2010 - 2013
Wells Fargo 2007 - 2010
Skills
First Time Home Buyers, Real Estate, Investment Properties, Single Family Homes, Residential Homes, New Home Sales, Condos, Relocation, Sellers, Foreclosures, Buyer Representation, Listings, Real Estate Transactions, Referrals, Investors, Contract Negotiation, FHA, Buyers
Education
Florida State University 1989 — 1993
Bachelor's degree, Management Information Systems and Services
Robert F Monroe Day School 1970 — 1981
High School
Slavic401k Retirement Plan Services December 2013 - Present
Wells Fargo June 2008 - December 2013
Skills
Microsoft Excel, NMLS Licensed, Series 6, Customer Service, Series 63, Life & Health Insurance..., Sales Management, Sales Process
Education
Florida State University 2003 — 2007
BS, Finance, General
Florida State University - College of Business 2003 — 2007
Finance, Finance
Strayer University-Florida
Master of Business Administration (MBA), Finance, General
Wells Fargo February 2015 - Present
Wells Fargo June 2014 - February 2015
Wells Fargo October 2013 - June 2014
Sprint May 2013 - October 2013
R.C.Bremer October 2012 - April 2013
Carlton fire & ambulance January 2009 - January 2013
Fire Safety USA May 2009 - September 2012
Sprint PCS May 2008 - March 2010
MSOP January 2008 - January 2009
Super One foods January 2006 - January 2008
Skills
Sales Management, Sales Operations, Sales, Customer Service, Customer Satisfaction, Salesforce.com, Firefighting, Fire Protection, EMT, Ambulance, Public Relations, Public Speaking, Fire Service, Team Building, Fire Safety, Account Management, Training, Sales Process, Fire Safety Management, NIMS, Operations Management, New Business Development, Sales Presentations, Merchandising, CRM, Solution Selling, B2B, Direct Sales, Business Development, Customer Retention, Recruiting, Coaching, Cold Calling, Team Leadership, Inventory Management, Emergency Management, Telecommunications, Loss Prevention, Customer Experience, Wireless, Retail, Retail Sales, Mobile Devices, Product Marketing, Leadership, Contract Negotiation, Cross-functional Team..., Building Relationships, Management
Education
William Penn University 2013 — 2015
Bachelor of Arts (BA), Business Administration and Management, General
Fond du Lac Tribal and Community College 2002 — 2004
AS, Law Enforcement, Firefighting and Related Protective Services
Fond du Lac Tribal and Community College 2002 — 2004
AS, Law Enforcement
Cloquet
Wells Fargo September 2013 - Present
Hancock Bank November 2010 - September 2013
Hancock Bank May 2009 - November 2010
Hancock Bank April 2005 - May 2009
Alpha Kappa Psi 2007 - 2009
Education
Florida State University 2007 — 2009
B.S., Sport Management
OnForce February 2015 - Present
Beeline May 2013 - February 2015
Wells Fargo August 2012 - May 2013
Brandt Information Services August 2010 - October 2010
Skills
Research, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Public Speaking, Editing, Photoshop, Outlook, Windows, Public Relations, HTML, Fundraising, Salesforce.com, Social Networking, Social Media, Facebook, Sales, Time Management, Access, Leadership, Teamwork, Adobe Creative Suite, CRM, Analysis, Visio, Event Planning, Management, Social Media Marketing, Sales Operations, Marketing, Business Development, Process Improvement, Strategy, Business Analysis, Team Building, Networking
Education
Florida State University 2007 — 2011
Bachelor of Science (BS), Communication Sciences and Disorders, General
PNC Bank March 2014 - Present
Wells Fargo March 2013 - March 2014
Sovereign Bank June 2010 - January 2012
Gateway Funding June 2011 - September 2011
Tri-Emerald Financial Group July 2010 - June 2011
Skills
Mortgage Banking, Refinance, Loans, Mortgage Lending, Finance, Loan Origination, Banking, Small Business Lending, Lines Of Credit, Residential Mortgages, Credit, Commercial Lending, Credit Analysis, Consumer Lending, Underwriting, Investment Properties, Real Estate, Commercial Mortgages, Loss Mitigation, FHA Financing, Treasury Management, Insurance and Investment, Cash Flow Analysis, Merchant Services, Cash Flow Management, Global Cash Management
Education
Florida State University - College of Business 1983 — 1986
BS, Hospitality Administration
Johnson and Wales University 1979 — 1981
Associate of Arts (A.A.), Culinary Arts/Chef Training
Wells Fargo October 2014 - Present
Wells Fargo July 2013 - Present
Florida State University Masters in Finance Student Investment Fund August 2012 - May 2013
Florida State University June 2012 - May 2013
Zurich Financial Group Global Corporate Headquarters UK June 2011 - August 2011
Double Eagle Boat Washing June 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Time Management, Social Media, Teamwork, Outlook, Finance, Data Analysis
Education
Florida State University 2012 — 2013
Master's degree, Finance, General
Florida State University
Bachelor of Science, Finance and also in Management
FSU International Programs 2010 — 2011
American Pacific Mortgage May 2012 - Present
Christianbirckett.com September 2010 - Present
Advanced Signs and Graphics May 2012 - August 2012
Wells Fargo November 2006 - May 2010
Skills
Wordpress, Graphic Design, E-commerce, Web Design, SEO, Windows Server, Active Directory
Education
Folsom Lake College 2007 — 2013
Sacramento City College 2007 — 2009
Wells Fargo September 2013 - Present
Ultimate Staffing May 2012 - April 2013
Ultimate Staffing October 2011 - May 2012
Ultimate Staffing November 2010 - October 2011
Florida Department of Environmental Protection June 2008 - July 2010
Skills
Recruiting, Temporary Staffing, Background Checks, Data Entry, Applicant Tracking..., Outlook, Employee Relations, Temporary Placement, College Recruiting, Internet Recruiting, Customer Service, Human Resources, Hiring
Education
Florida State University 2006 — 2010
Bachelors, Marketing
Wells Fargo April 2015 - Present
Wells Fargo October 2013 - Present
Wells Fargo April 2012 - September 2013
Wells Fargo January 2011 - April 2012
Echelon LLC May 2010 - December 2010
Implied Capital January 2010 - May 2010
Florida State University May 2009 - May 2010
Florida State MBA Association May 2009 - May 2010
Echelon RE LLC March 2007 - August 2007
Skills
Underwriting, Economics, Financial Statement..., System Administration, Investments, Banking, Financial Modeling, Financial Analysis, Finance, Valuation, Corporate Finance, Data Analysis, Risk Management, Analysis, Budgets, Forecasting, Bloomberg, Due Diligence, Financial Reporting, Microsoft Excel, Oilfield, Oil/Gas, Capital IQ, Analytics, Hedge Funds, Portfolio Management
Education
Florida State University - College of Business 2009 — 2010
Master of Business Administration (MBA), Finance
University of Florida - Warrington College Of Business 2004 — 2008
BS/BA, Economics
Wells Fargo Capital Finance December 2014 - Present
Wells Fargo December 2013 - December 2014
GE Capital April 2012 - December 2013
GE Commercial Finance January 2011 - April 2012
GE Capital September 2008 - January 2011
Aapex Commercial and Financial Group March 2005 - June 2008
First Federated Funding March 2003 - February 2005
Skills
Banking, Credit, Underwriting, Sales, Financial Risk, Sales Management, Sales Operations, Visual Basic, Excel, SAS/SQL, Risk, Mortgage, Credit Cards, Finance, Process Improvement, Mortgage Lending, Risk Management, Portfolio Management, Relationship Management, Leadership, Strategy
Education
University of Phoenix 2006 — 2008
Masters of Business Administration, Business Administration and Management, General
Florida State University 1998 — 2003
Bachelors of Science, Social Science
Wells Fargo June 2010 - Present
Accretive Solutions June 2006 - June 2010
Wachovia, A Wells Fargo Company April 2004 - June 2006
CSX Transportation June 2001 - April 2004
Skills
Internal Audit, Sarbanes-Oxley Act, Internal Controls, Enterprise Risk..., Auditing, Risk Management, Operational Risk..., Financial Risk, Financial Analysis, Process Improvement, Operational Risk, Banking, Financial Reporting, IT Audit, Sarbanes-Oxley, Business Process...
Education
Florida State University - College of Business 1998 — 2001
MBA, Supply Chain Management
Wells Fargo October 2011 - Present
Bloomberg June 2010 - September 2011
Snackable Media (formerly NextWeb Media) September 2008 - June 2010
Progress Energy April 2007 - September 2008
Gevity December 2005 - April 2007
Gevity December 2003 - December 2005
Gevity February 2003 - December 2005
Skills
Access, Business Objects, Microsoft Excel, SQL, VBA, Employee Management, Analysis, Business Analysis, PowerPoint, Financial Forecasting, PeopleSoft, Financial Analysis, Forecasting, Financial Modeling, Financial Reporting, Strategy, Process Improvement, Finance, Leadership, Management, Training, Budgets, Project Management
Education
Florida State University - College of Business 1994 — 1998
Finance, Business, Music
Wells Fargo June 2014 - December 2014
Bank of America July 2013 - March 2014
Bank of America Merrill Lynch March 2011 - March 2013
Wachovia, A Wells Fargo Company November 2009 - January 2011
Bank of America June 2009 - November 2009
Skills
SDLC, Vendor Management, Banking, Business Analysis, Business Process..., Visio, Change Management, Process Improvement, PMO, Infrastructure, Requirements Analysis, Program Management, ITIL, IT Management, MS Project, SharePoint, Clarity, Release Management, Disaster Recovery, Project Portfolio..., Management, Leadership, Strategy, PMP, Integration, Project Management
Education
Florida State University
BS, Accounting, Economics
Wells Fargo Capital Finance July 2015 - Present
Wells Fargo November 2012 - Present
Thomas D Wood and Company March 2009 - November 2012
GE Real Estate February 2004 - February 2009
Broad Street Advisors March 2001 - February 2004
Conning Asset Management April 1994 - March 2001
Pardue, Heid, Church, Smith, and Waller, Inc. July 1990 - March 1994
Skills
Dispositions, Real Estate, Debt, Real Estate Investment, Investment Properties, Real Estate Finance, Commercial Mortgages, Investors, Disposition, Real Estate Economics, Real Estate Financing, Leases, Real Estate Development, Investments, Location Intelligence, Commercial Real Estate, Brokerage, Land Acquisition, Corporate Real Estate, Loans, Real Estate Transactions, Appraisals, Banking, Commercial Lending, Commercial Banking, Valuation, Asset Management, Financial Services
Education
Florida State University - College of Business 1987 — 1989
BS, Finance
JPMorgan Chase April 2012 - June 2014
Wells Fargo September 2007 - April 2012
Wells Fargo September 2007 - April 2012
Reeder Mortgage Group December 2005 - September 2007
H & R Block Mortgage February 2002 - December 2005
Skills
Loans, Mortgage, Credit, Banking, Coaching, Mortgage Lending, Portfolio Management, Loan Origination, Underwriting, Finance, Lines Of Credit, CRM, Insurance, Mergers, Wealth Management, Refinance
Education
Florida State University 1992 — 1997
Bachelor of Science, International Affairs
CSX August 2014 - Present
CSX September 2013 - August 2014
Wells Fargo September 2012 - August 2013
Aerotek Staffing August 2011 - August 2012
Skills
Recruiting, College Recruiting, Temporary Placement, Cold Calling, Technical Recruiting, Applicant Tracking..., Contract Recruitment, Marketing Management, Marketing Strategy, Marketing, Interviews, Staffing Services, Sourcing, Engineering, Talent Acquisition, Internet Recruiting, Onboarding, Executive Search
Education
Florida State University - College of Business 2007 — 2011
B.S., General Management
Wells Fargo Home Mortgage January 2015 - Present
Insight Financial Credit Union November 2013 - January 2015
Wells Fargo October 2012 - November 2013
SunTrust Bank January 2008 - October 2012
Coldwell Banker Real Estate June 2005 - April 2007
Ocwen Financial Corporation November 2004 - June 2005
First United Mortgage Corporation December 2003 - May 2004
Chase October 2002 - December 2003
Skills
Proficient with..., Excellent customer..., 9 years of experience..., Bachelor's Degree, Mortgage Lending, Selling, Loans, FHA, Management, Banking, Account Management, Real Estate, Real Estate Transactions, Customer Service, Strategic Planning, Refinance, Sales, Credit, Leadership, Marketing, Business Development, Training, Negotiation, New Business Development, Customer Retention, Financial Services, Finance, Mortgage Banking, Loan Origination, Sales Presentations, Relationship Management, Residential Mortgages, Small Business Lending, Retail Banking, Small Business, Credit Risk, Team Building, Consumer Lending, Cross Selling, Financial Analysis, Marketing Strategy, Investment Properties, Sales Management
Education
Florida State University 1998 — 2002
B.A, International Affairs, Economics, Geography
Mississippi State University 2011 — 2014
Meteorology
Fifth Third Bank July 2013 - Present
Fifth Third Bank November 2009 - July 2013
Fifth Third Bank February 2007 - November 2009
Wells Fargo August 2003 - January 2007
Skills
Small Business Lending, Lines Of Credit, Consumer Lending, Commercial Banking, Loans, Credit, Credit Analysis, Banking, Retail Banking, Mortgage Lending, Cross Selling, Loan Origination, Branch Management, Underwriting, Series 6, Series 63, Life & Health Insurance..., Commercial Lending, Credit Risk, Deposits, Branch Banking, Mortgage Banking, Risk Management, Commercial Mortgages, Financial Services, Relationship Management, Strategic Financial..., Treasury Management, Asset Based Lending, Portfolio Management, Financial Planning
Education
Florida State University - College of Business 2005 — 2008
Masters, Business Finance and Management
University of Central Florida 1999 — 2003
Business, Business
Adonis Autism Assistance Foundation December 2010 - November 2012
Harris Corporation June 1997 - December 1998
Wells Fargo August 1995 - June 1997
PwC 1991 - 1994
Skills
Non-profits, Microsoft Office, Special Education, QuickBooks
Education
Florida State University - College of Business 1986 — 1991
MACC, Accounting
Wells Fargo June 2015 - Present
Wells Fargo Securities June 2014 - June 2015
Florida State University August 2007 - May 2013
Skills
VBA, C++, Python, Stochastic Processes, Differential Equations, Biomathematics, Epidemiology, Mathematica and Matlab, Machine Learning, Survival Analysis, LaTeX
Education
Florida State University 2007 — 2014
Doctor of Philosophy (Ph.D.), Mathematics
Florida State University 2007 — 2010
Master of Science (M.S.), Biomathematics
Zhejiang University 2003 — 2007
Bachelor of Science (B.S.), Mathematics and Applied Mathematics
Xuejun
Storelli Recycling Company September 2015 - Present
JPMorgan Chase January 2013 - Present
JPMorgan Chase August 2010 - December 2012
Wells Fargo January 2007 - August 2010
Wachovia Bank January 2005 - January 2007
Wachovia August 2003 - December 2004
Skills
Credit, Commercial Banking, Commercial Lending, Consumer Lending, Credit Analysis, Loans, Mortgage Lending, Relationship Management, Small Business Lending, Cross Selling, Mortgage Banking
Education
Florida State University 1999 — 2003
Bachelor of Science (BS), Finance, General
State Attorney's Office, Florida's 2nd Judicial Circuit May 2014 - February 2015
United States Attorney's Office September 2013 - December 2013
Florida Department of Business and Professional Regulation March 2013 - August 2013
Florida Department of Management Services May 2013 - July 2013
State of Michigan Attorney General's Office - Charitable Trust Division May 2012 - August 2012
Wells Fargo May 2010 - August 2011
Skills
Legal Research, Legal Writing, Westlaw, Public Speaking, Research, Microsoft Word, Marketing, Marketing Research, Retail Banking, Customer Service, Management, Finance, Real Estate, Sales, Analysis, PowerPoint, Microsoft Excel, Lexis, Outlook, Legal Issues, Litigation, Policy, Fundraising, Nonprofits, Community Outreach, Government, Time Management, Microsoft Office, Leadership, Event Planning, Bankruptcy
Education
Florida State University College of Law 2012 — 2014
Doctor of Law (J.D.), Law
University of South Carolina-Aiken 2006 — 2010
Bachelor of Science, Business, Management, Marketing, and Related Support Services
Wells Fargo June 2015 - Present
OneLoanPlace.com April 2014 - Present
BB&T August 2013 - February 2014
National Car Rental August 2012 - July 2013
Cintas June 2007 - August 2009
Skills
Sales, Sales Management, Customer Service, Account Management, Business Travel, New Business Development, Customer Satisfaction, Negotiation, Sales Process, Cold Calling, Loan Servicing, Cash Handling, PowerPoint, Leadership, Budgets, Customer Retention, Direct Sales, Insurance, Sales Presentations, Microsoft Excel, Event Planning, Salesforce.com
Education
Florida State University College of Social Sciences 2011 — 2015
Applied Economics
Mater Academy 2007 — 2011
First Citizens Bank April 2015 - Present
Wells Fargo March 2012 - April 2015
SunTrust Bank March 2009 - March 2012
WACHOVIA BANK June 2005 - March 2009
Colonial Bank September 2002 - June 2005
Regions Bank August 2001 - August 2002
WEST GEORGIA NATIONAL BANK August 1999 - August 2001
THE BUCKHEAD BANK March 1998 - August 1999
SunTrust Bank January 1996 - March 1998
Wachovia Bank August 1995 - January 1996
Skills
Credit, Banking, Negotiation, Budgeting, Customer Relations, Loans, Commercial Banking, Executive Management, Risk Management, Commercial Lending, Portfolio Management, Mortgage Lending, Management, Leadership, Financial Analysis, Credit Analysis, Small Business Lending, Sales, Finance, Mutual Funds, Accounting, Financial Services, Budgets, New Business Development, Analysis, Cash Management, Private Banking, Consumer Lending, Investments, Retail Banking, Financial Structuring, Customer Service, Treasury Management, Loan Origination, Lines Of Credit, Corporate Finance, Underwriting, Financial Modeling, Credit Risk, Due Diligence
Education
Georgia State University - J. Mack Robinson College of Business 1993 — 1995
MBA, Management
Florida State University - College of Business 1985 — 1987
BS, Finance/Real Estate
Econocaribe April 2014 - Present
PC Mall Gov December 2012 - January 2014
Wells Fargo December 2011 - August 2012
Watson Pharmaceuticals October 2009 - December 2011
SAGESSE HIGH SCHOOL January 2009 - July 2009
US Navy January 2000 - January 2004
Skills
Customer Service, Leadership, Sales, Direct Sales, Selling, Management, Sales Management, Cold Calling, Marketing, Training, Time Management, Project Planning, Strategy, Human Resources, Pricing, Account Management, Sales Operations, Team Building, New Business Development, Strategic Planning, Microsoft Excel, Salesforce.com, Microsoft Office, Healthcare, Pharmaceutical Sales, Customer Retention, CRM, Sales Process, Forecasting, Team Leadership, Marketing Strategy, B2B, Solution Selling, Key Account Management, Competitive Analysis, Customer Satisfaction, Lead Generation, Business Development, Sales Presentations, Product Marketing, Sales Force Development, Negotiation, Product Launch, Market Research, Strategic Partnerships
Education
Florida State University 2006 — 2008
Bachelors, Economics and Social Science
Nova High
EverBank January 2013 - Present
Wells Fargo November 2005 - January 2013
Gibraltar Mortgage November 2003 - November 2005
Wells Fargo Home Mortgage January 2000 - November 2003
Merrill Lynch Credit Corporation 1993 - 1995
Skills
Mortgage, Refinance, FHA, Loans, Mortgage Lending, VA, Banking, Mortgage Banking, Conforming, Conventional, VA loans, Mortgage Industry, Purchase, Loan Origination, USDA, FHA financing, First Time Home Buyers, Residential Mortgages, First Time Buyers, Credit, Reverse Mortgages, Investment Properties, Construction Loans
Education
Florida State University - College of Business 1988 — 1993
Bachelor of Science (B.S.), Finance
FNW Law Office August 2014 - Present
WriterAccess June 2013 - Present
Zerys January 2013 - Present
Owl Vapes Holdings LLC January 2011 - Present
Marianna Toyota June 2009 - October 2011
Wells Fargo January 2006 - November 2008
SunTrust Bank January 2005 - January 2006
Skills
Web Content, Social Media Marketing, Content Strategy, Blogging, Email Marketing, Public Speaking, Small Business, Sales, Lead Generation, Finance, Loans, Financial Services, Retail, Content Marketing, Leadership, Microsoft Office, Customer Service, Social Networking, Social Media, Event Planning
Education
Florida State University - College of Business 2000 — 2004
Bachelor's Degree, Finance
Marianna HIgh School 1996 — 2000
Wells Fargo February 2014 - Present
Skills
Sarbanes-Oxley Act, Accounting, Treasury, Financial Analysis, Financial Reporting, Certified Treasury..., Finance, Investments, Cash Management, General Ledger, LIBOR, Debt Management, System Implementations, Foreign Exchange, Cash Flow Reporting, Month End Close, Disaster Recovery, SAP, Cross-functional Team..., Financial Modeling, Management, Portfolio Management, Leadership, Analysis, Microsoft Office
Education
Florida State University - College of Business 2005 — 2009
B.S., Finance
Wells Fargo May 2013 - Present
Wells Fargo February 2011 - May 2013
Wachovia, A Wells Fargo Company March 2008 - February 2011
Hong Kong and Shanghai Banking Corporation August 2006 - January 2008
CDP Carolina Provisions September 2002 - July 2006
Global Investigations and Research Group October 1998 - April 2002
United States Marine Corps 1993 - 1997
Skills
Credit, Banking, Commercial Banking, Credit Analysis, Loans, Mortgage Lending, Consumer Lending, Risk Management, Relationship Management, Portfolio Management, Financial Risk, Analysis, Finance, Cross Selling, Investments, Customer Service, Sales, Small Business Lending, Loan Origination, Retail Banking, Training
Education
USMC
USMC
Florida State University
Bachelor's Degree, Social Sciences - Public Policy
Hillsborough Community College 1998 — 2000
A.A.
Jefferson High
Wells Fargo September 2015 - Present
Marketing Evolution June 2004 - Present
Sutter Health 2002 - 2003
Skills
Organization &..., Calendars, Meeting Scheduling, Executive..., Expenses, Executive Level..., Master Scheduling, Travel Management, Work in A Fast Paced..., Expense Management, Appointment Scheduling, Office Equipment, Spreadsheets, Invoice Processing, Administrative..., Office Management, Outlook, Microsoft Excel, PowerPoint, Lease Negotiations, Telecommunications, Administrative..., Advertising Research
Education
Folsom Lake College
All Things Aero Media, LLC 2013 - Present
El Dorado County HHSA 2012 - 2013
Wells Fargo July 2010 - August 2012
Skills
Strategic Leadership, Team Building, Procedure Development, Account Management, Social Media..., Microsoft Office, Sales, Banking
Education
Folsom Lake College 2008 — 2010
Political Science and Government
AMG National Trust Bank August 2015 - Present
Vectra Bank Colorado 2012 - August 2015
Colorado Business Bank 2010 - 2012
Wells Fargo 2004 - 2010
Wells Fargo 2001 - 2004
Amerlink Corporation 1996 - 2001
Education
Florida State University - College of Business
University of Denver
Benilde St. Margarets
Freedom Mortgage March 2015 - Present
JPMorgan Chase 2012 - February 2015
Wells Fargo January 2010 - May 2012
Skills
203K, FHA, First Time Home Buyers, Investment Properties, Mortgage Banking, Mortgage Lending, REO, Real Estate, Real Estate Financing, USDA, VA Loans, Foreclosures, Loans, Single Family Homes, Short Sales
Education
Florida State University 1980 — 1983
Bachelor of Science (B.S.), Communication and Media Studies
BBVA Compass August 2014 - Present
University of North Florida May 2013 - May 2015
BB&T March 2011 - April 2013
Praxeis, LLC January 2008 - September 2009
Wells Fargo May 1990 - December 2007
Skills
Portfolio Management, Wealth Management, Commercial Lending, Retirement Planning, Loans, Credit Analysis, Mortgage Lending, Series 7, Commercial Banking, Credit, Investments, Banking, Strategic Financial..., Financial Analysis, Small Business Lending, Risk Management, Retail Banking, Asset Allocation, Credit Risk, Estate Planning, Financial Services
Education
Florida State University 1984 — 1996
Finance, Finance/Real Estate
trinity high school jacksonville 1977 — 1981
KIPP Nashville January 2009 - Present
Wells Fargo June 2004 - December 2008
BB&T December 2002 - 2004
Skills
Charter Schools, Non-profits, Public Speaking, Organizational..., Microsoft Excel, Accounting, Financial Analysis, Operations Management, Start-ups, Customer Service, Employee Relations, Negotiation, Nonprofits, Program Development, Staff Development, Community Outreach, Fundraising, Educational Leadership, Strategic Planning, Leadership, Leadership Development, Teaching
Education
Florida State University 1999 — 2002
Bachelor's degree, Finance, General
UM Worldwide December 2014 - Present
Search Optics January 2014 - December 2014
Rock Connections August 2013 - January 2014
Wells Fargo March 2013 - July 2013
Best Buy August 2008 - September 2012
Kraft Nissan 2012 - 2012
Skills
Sales, Marketing, Communication, Public Relations, Media Relations, Social Media, Social Media Marketing, Blogging, Team Leadership, Sales Presentations, Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Blogger, Training, Management, Advertising, Time Management
Education
Florida State University 2006 — 2013
Bachelor of Arts (B.A.), Editing, Writing and Media
Adecco Staffing, USA May 2015 - Present
Aerotek February 2014 - May 2015
W.W. Grainger December 2011 - June 2013
Wells Fargo February 2011 - December 2011
Skills
Sales Process, Cold Calling, Sales, Sales Presentations, Selling, Direct Sales, B2B, Outside Sales, New Business Development, Account Management, Salesforce.com, Sales Operations, Marketing, Sales Management, Building Relationships, Solution Selling
Education
Florida State University 2006 — 2010
Bachelor of Science (B.S.), Elementary Education
Verdant, Inc. January 2013 - Present
PBS 1988 - Present
Wells Fargo January 1983 - January 1986
The Phyrst Pub, Tallahassee 1980 - 1982
Skills
Accounting, Environmental Consulting, Environmental Compliance, Project Management, Sustainability, Water Quality, Environmental Impact..., Waste Management, Environmental Awareness, Contract Management, Contract Negotiation, Strategic Planning
Education
Florida State University - College of Business 1980 — 1982
BS Business, Finance
Oregon State University 1978 — 1980
Marshfield
Fidelity Investments April 2015 - Present
On the Rocks October 2013 - May 2014
Phi Delta Theta Florida Gamma November 2012 - November 2013
Wells Fargo May 2012 - August 2012
On the Spot Valet August 2011 - March 2012
Skills
Microsoft Excel, SharePoint, Community Banking, Retail Banking, Budgets, Event Planning, Process Improvement, Finance, Financial Analysis, Financial Modeling, Credit
Education
Florida State University - College of Business 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Cardinal Newman High School 2006 — 2010
International Baccalaureate Diploma
Wells Fargo March 2015 - Present
Deutsche Bank June 2013 - March 2015
Tallahassee Democrat August 2012 - June 2013
Habitat for Humanity- Florida State University Chapter September 2010 - May 2013
Course Hero, Inc. March 2012 - August 2012
Lake View Cemetery April 2009 - September 2011
Skills
Microsoft Excel, Access, Marketing, Microsoft Office, Teamwork, Leadership, Team Leadership, Volunteer Recruiting, Facebook, Excel, Reliability, Multi Tasking, Fixed Income, Credit Derivatives, CDS, Clearing Houses, Client Services, Client Relations, Relationship Management, ICE, Markitwire, CME, IRS, Interest Rate Swaps, Interest Rate..., Derivatives, Settlement, Collateral, Options, Swaptions, DTCC, SEF, OIS, LCH, Bonds, Loans
Education
Florida State University 2009 — 2013
Bachelor's Degree, Finance; Economics, 3.3
Wells Fargo October 2011 - Present
Bank of North Georgia- Synovus October 2006 - February 2011
SunTrust Bank September 2005 - September 2006
SunTrust Bank April 2003 - September 2005
Skills
Commercial Lending, Banking, Loans, Credit Analysis, Commercial Banking, Credit Risk, Analysis, Asset Management, Loan Origination, Small Business Lending, Underwriting, Portfolio Management, Credit, Consumer Lending, Lines Of Credit, Asset Based Lending, Commercial Mortgages, Financial Analysis, Mortgage Lending
Education
Florida State University 1992 — 1995
BS, Economics
Wells Fargo Bank June 2012 - Present
Wells Fargo Bank May 2009 - Present
Wells Fargo January 2004 - April 2009
Specialized Industries Risk Management January 2001 - January 2004
Wachovia Bank January 1999 - January 2001
Wachovia Bank January 1997 - January 1999
J.C January 1995 - January 1996
Skills
Portfolio Management, Credit Analysis, Credit Risk, Credit, Finance, Risk Management, Capital Markets, Financial Risk, Financial Analysis, Commercial Banking, Loans, Valuation, Investment Banking, Corporate Finance, Investments
Education
Florida State University - College of Business 1996 — 1997
MBA, International Business
Lipscomb University 1991 — 1995
BA, Economics, Management, Finance
Florida State University Research AssistantFlorida State UniversityAugust 2015 - Present
Concepcion de la Norma May 2008 - August 2015
Wells Fargo June 2014 - August 2014
City Furniture May 2013 - August 2013
Skills
Team Leadership, Microsoft Office, Sales, Teamwork, Public Speaking, Research, Microsoft Excel, PowerPoint, Microsoft Word, Teaching, Social Media, Higher Education
Education
Florida State University 2015 — 2016
Master of Science (MS), Finance, 4.0 GPA
Florida State University 2010 — 2015
Bachelor of Science (BS), Finance, 3.7 GPA
Florida State University 2010 — 2015
Bachelor of Science (BS), Professional Selling, 3.7 GPA
Wells Fargo June 2009 - Present
American Eagle Outfitters 2007 - 2008
Macy's 2005 - 2007
Skills
Sales, Customer Service, Microsoft Office, Microsoft Word, Inventory Management, Time Management, Teamwork, Retail Banking, Finance, Retail Sales, Customer Retention
Education
Florida State University 2002 — 2005
Bachelor's Degree, General Sales, Merchandising and Related Marketing Operations, Cum Laude
Wells Fargo April 2006 - Present
Education
Florida State University 2001 — 2005
B.S. in Business Administration, Finance and International Business
Wells Fargo October 2009 - Present
Harland Clarke Corp. February 2002 - December 2008
The Upholstery Studio, Inc. June 2001 - January 2002
TCF Financial Corporation April 1983 - January 2001
TCF Bank 1983 - 2001
KPMG Peat Marwick June 1980 - April 1983
KPMG 1980 - 1983
Education
Florida State University 1978 — 1980
Wells Fargo August 2003 - Present
Vanguard January 2001 - August 2003
CSX Technology May 1991 - January 2001
Skills
SDLC, Business Analysis, PMO, Vendor Management, Risk Management, Requirements Analysis, Requirements Gathering, Project Portfolio..., Visio, Software Project..., Business Requirements, Process Improvement, PMP, Banking, Program Management
Education
Florida State University - College of Business 1987 — 1991
Wells Fargo October 2002 - Present
Target Stores August 1999 - September 2004
Education
Florida State University
Wells Fargo September 2013 - Present
CNLBank October 2011 - September 2013
Neighborhood Lending Partners, Inc. March 2006 - January 2011
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Loans, Construction Loans, Credit, Portfolio Management, Lines Of Credit, Commercial Mortgages, C, Credit Risk, Banking, Loan Origination, SBA, Treasury Management
Education
University of South Florida 2003 — 2005
MBA
Florida State University - College of Business 1995 — 1999
Wells Fargo April 2001 - Present
Sprint Nextel January 1994 - April 2003
New Directions Behavioral Health October 1992 - April 1998
Skills
EAP, Employee Benefits, Succession Planning, Employee Relations, Coaching, Employee Engagement, Onboarding, Talent Management, Leadership Development, Career Development, Human Resources, Conflict Resolution, Clinical Research, Mental Health, Training, Psychotherapy, Employee Training, Psychology, Staff Development, Leadership, Program Development, Family Therapy, Career Counseling, Workshop Facilitation, Personal Development, Strategy, Healthcare, Organizational..., Executive Coaching, Management, Organizational...
Education
University of Missouri-Kansas City 1988 — 1994
Doctor of Philosophy (Ph.D.), Counseling Psychology
Florida State University 1981 — 1983
MS, Counseling and Human Systems
Wells Fargo June 2005 - Present
Bank of America October 2000 - June 2005
Education
Florida State University - College of Business 2000 — 2005
Wells Fargo April 2014 - Present
BENCH (Business, Education, Networking & Charities) February 2010 - Present
Wells Fargo April 2012 - March 2014
AT&T Advertising October 2007 - April 2009
HSA International October 1999 - August 2007
Higher Level Ministries January 2002 - July 2005
Skills
Sales Management, Leadership Development, Leadership, Fundraising, Business Development, Management, CRM, Strategic Planning, Public Speaking, Small Business, Advertising, Event Planning, Risk Management, Customer Service, Marketing, Training, Team Building, Marketing Strategy
Education
Florida State University - College of Business 1994 — 1998
Bachelor's degree, Marketing
Wells Fargo December 2012 - Present
Wells Fargo December 2009 - December 2012
RBC Bank September 2008 - December 2009
Wells Fargo January 1999 - September 2008
Skills
Commercial Banking, Middle Market, Credit, Portfolio Management, Loans, Banking, Risk, Asset, Mergers, Risk Management, Real Estate, Funding, Treasury Management, CRM, Financial Risk, Private Banking, Small Business Lending, Credit Analysis, Mergers & Acquisitions, Financial Analysis, Commercial Lending, Leadership, Investments, Credit Risk
Education
Florida State University 1991 — 1995
Entrepreneurial and Small Business Operations
Wells Fargo November 2011 - Present
Wells Fargo October 2008 - November 2011
Wachovia Bank (a Wells Fargo Company) January 1993 - October 2008
Skills
Asset Managment, Vendor Management, Contract Negotiation
Education
Florida State University - College of Business 1980 — 1983
BS, Hospitality Administration
Citi March 2015 - Present
JPMorgan Chase October 2011 - March 2015
Wells Fargo January 2011 - October 2011
Wachovia, A Wells Fargo Company October 2003 - January 2011
Skills
Customer Service, Mortgage Lending, Analysis, Credit, Loans, Process Improvement, Consumer Lending, Small Business Lending, Series 63, Series 6, Retail Banking, Sales, Private Banking, Banking, Asset Management, Commercial Lending, Financial Reporting, Strategic Planning
Education
Florida State University 1999 — 2003
B.S, Finance & Multinational Business Operations
Wells Fargo January 2010 - Present
Wachovia, A Wells Fargo Company April 2004 - January 2010
Wachovia August 2002 - June 2004
Wachovia December 2001 - August 2002
Wachovia August 1998 - December 2001
Wachovia August 1996 - August 1998
Skills
SharePoint, Instructional Design, E-Learning, Agile Methodologies, Banking, Business Analysis, Business Requirements, Content Management, Document Management, Enterprise Software, HTML, Information Architecture, Intranet, Management, Process Improvement, Project Management, Requirements Analysis, Requirements Gathering, SDLC, Software Documentation, Technical Writing, Training, Visio, Web Applications, Business Intelligence, Business Process...
Education
Florida State University 1991 — 1994
BA, Social Science
Northwest Florida State College 1986 — 1990
AA
Bank of the West April 2013 - Present
Wells Fargo June 2012 - April 2013
TRX Training October 2011 - May 2012
California State Automobile Association November 2010 - June 2011
Century 21 Carioti August 2009 - August 2010
Diaz, Reus, & Targ, LLP August 2009 - May 2010
Skills
Google Analytics, Salesforce.com, Mergers, Outlook, Microsoft Excel, Analysis, Financial Analysis, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word
Education
Florida State University - College of Business 2004 — 2008
Bachelors of Science, Finance, Economics, Marketing, Multinational Business Operations
Wells Fargo 2009 - Present
Wachovia, A Wells Fargo Company January 2003 - Present
Wachovia, A Wells Fargo Company June 1983 - Present
Wachovia, A Wells Fargo Company May 2001 - December 2002
Wachovia, A Wells Fargo Company May 1996 - April 2001
Wachovia, A Wells Fargo Company October 1985 - April 1996
Education
University of North Carolina at Greensboro 1985 — 1987
Masters, Business and Finance
Florida State University 1976 — 1980
Bachelor of Science, Accounting and Finance Double Major
Citi November 2012 - Present
Wells Fargo December 2010 - November 2012
McGladrey November 2008 - December 2010
Bank of America April 2002 - October 2008
Education
Florida State University - College of Business 2002 — 2004
MBA
Vantiv September 2013 - Present
KeyBank October 2012 - September 2013
JPMorgan Chase October 2011 - October 2012
Wells Fargo July 2002 - August 2011
Wells Fargo March 2001 - June 2002
National City Bank July 1998 - February 2001
Skills
Strategic Planning, Business Analysis, Process Improvement, Wealth Management, Business Requirements, SDLC, Payments, Strategic Financial..., Portfolio Management, Change Management, Treasury Management, IT Strategy, Mergers & Acquisitions, Strategy, Leadership Development, Banking, Leadership, Project Accounting &..., Business Requirements..., Planning, Scheduling,..., Scope/Change Control, Key Stakeholder..., Trust Management, Estate Planning, Real Estate, Management, Risk Management, User Acceptance Testing, Financial Planning, Waterfall, Lean/Agile, Technical Documentation, Thought Leadership, Business Planning, Estate Administration, Business Architecture, Solution Architecture
Education
Cannon Financial Institute
Certificate, Trust School
DBM
Certificate, Project Management
DBM
Certificate, Six Sigma Greenbelt
DBM
Certificate, Business Analysis
Florida State University
Certificate, Financial Planning
Lake Erie College
MBA, Business Administration
Lake Erie College
BA, Pre-Med & Health Care Administration
Prosci
Certified ADKAR Management Professional
The CCIM Institute
CCIM, Commercial Investment Real Estate
Wachovia
Executive Leadership Program
AmeriNational Community Services, Inc September 2008 - Present
Wells Fargo January 2007 - September 2008
Bank of America January 2004 - December 2006
Skills
Real Estate, Loans, Due Diligence, Underwriting, Credit, Loan Origination, Financial Analysis, Negotiation
Education
Florida State University 1997 — 1999
Bachelor of Science (B.S.), Accounting
Wells Fargo December 2010 - Present
Skills
Mortgage Lending, Portfolio Management, Commercial Banking, Investments, Commercial Lending, Risk Management, Mortgage Banking, Wealth Management, Retail Banking, Credit Risk, Loan Origination, Financial Modeling, Underwriting, Refinance, Small Business Lending
Education
Florida State University - College of Business 1968 — 1969
Bachlor of Science
i3 Group May 2014 - Present
Ceannate Corp. September 2013 - May 2014
Wells Fargo August 2012 - January 2013
Skills
Project Analysis, Salesforce.com..., Salesforce.com, Microsoft Office, PowerPoint, Microsoft Project, Microsoft Excel, Microsoft Word, Research, Teamwork, Event Planning, Social Media, Public Speaking, Teaching, Psychology, Higher Education, Customer Service, Tutoring, Outlook
Education
Florida State University 2007 — 2012
Bachelor of Science (B.S.), Psychology
Cadence Bank, N.A. June 2012 - Present
Wells Fargo August 1987 - June 2012
First Union / Wachovia 1990 - 2008
Skills
Commercial Lending, Banking, Commercial Banking, Loans, Mergers & Acquisitions, Small Business Lending, Credit, Credit Analysis, Portfolio Management, Risk Management, Lines Of Credit, Treasury Management, Credit Risk, Retail Banking, Loan Origination, Asset Based Lending, Underwriting, Investments, Commercial Mortgages, Mortgage Lending, Strategic Financial..., Cash Management, Wealth Management, Consumer Lending, Financial Services
Education
University of South Florida 1997 — 1998
Master of Business Administration (M.B.A.)
Florida State University - College of Business
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Providence Health & Services April 2011 - January 2013
Providence Health & Services January 2010 - April 2011
Wells Fargo September 2006 - October 2009
Skills
MCSA, IT Operations, Healthcare Information..., Epic Systems, Technical Support, Troubleshooting, Active Directory, Software Documentation, Help Desk Support, SharePoint Designer, CompTIA Network+..., CompTIA A+ Certification, Windows 7, XP, Computer Hardware, Windows Server, Laptops, Microsoft Exchange, Windows XP, Outlook, Citrix, SharePoint, System Administration, Process Improvement, Customer Service, Social Media
Education
Florida State University
Tallahassee Community College
Wells Fargo March 2014 - Present
Citi June 2007 - March 2014
Adams and Reese, LLP August 2004 - June 2007
Florida House of January 1999 - January 2000
Skills
Estate Planning, Tax Law, Trust Services, Trusts, Financial Planning, Wealth
Education
University of Florida College of Law · 2003 — 2004
LLM, Taxation
Florida State University College of Law 2000 — 2003
J.D
Florida State University 1995 — 1998
B.A., History
EverBank September 2015 - Present
EverBank December 2013 - Present
Palms Presbyterian November 2012 - December 2013
Wells Fargo 2010 - 2012
Wells Fargo 2006 - 2010
Wachovia Bank, N.A. 2002 - 2006
Wachovia Bank, N.A. 1999 - 2002
Merrill Lynch March 1999 - December 1999
First Union National Bank June 1998 - March 1999
Barnett Bank March 1993 - June 1998
Skills
Change Management, Risk Management, Goal Oriented, CTFA, Team Building, Compliance, Fiduciary Management, Cross Selling, Matrix Management, Microsoft Office, Microsoft Excel, Microsoft Word, SharePoint, Six Sigma, Strategic Planning, KYC, AML, Complaint Management, Business Continuity..., Regulatory Guidelines, Legal Compliance, Service Level Agreements, Customer Retention, Customer Engagement, Event Planning, Trust Services, Private Banking, Investment Management, Training, Vendor Management, Property Management, Banking, Wealth Management..., Financial Risk, Process Improvement, Management, Finance, Financial Services, Investments, Portfolio Management, Wealth Management
Education
Florida State University - College of Business 1990 — 1992
Business Management, Management and Finance
Jacksonville University 1988 — 1990
St. Johns Country Day School 1982 — 1988
Wells Fargo July 2014 - Present
Wells Fargo July 2014 - November 2014
University of Florida August 2012 - May 2014
Wells Fargo June 2013 - August 2013
Fortis Environmental Group, LLC February 2011 - August 2012
Ernst & Young June 2011 - June 2011
Deloitte June 2011 - June 2011
Estate and Appraisal Services August 2010 - February 2011
Sigma Delta Tau November 2009 - November 2010
RepNation March 2010 - May 2010
Skills
Microsoft Excel, Access, Event Planning, PowerPoint, Microsoft Word, Time Management, Outlook, Microsoft Office, Analysis, Accounting, Budgets, Adobe Creative Suite, Finance, Leadership, Fundraising, Financial Analysis, Marketing, Nonprofits, Accounts Receivable, Social Networking, Strategy, Event Management, Financial Reporting, Account Reconciliation, Facebook
Education
University of Florida 2012 — 2014
Master of Business Administration (M.B.A.), Finance, Competitive Strategy, Graham-Buffet Security Analysis
Florida State University - College of Business 2008 — 2012
Bachelor of Science, Accounting
Miami Palmetto Senior High 2004 — 2008
Wells Fargo July 2013 - Present
Wells Fargo June 2012 - Present
Chartis Insurance May 2010 - June 2012
IMPACT Consulting May 2003 - May 2010
Andersen Consulting/Accenture January 1996 - January 2001
IMPACT Consulting January 1991 - January 1996
Arthur Andersen & Co January 1983 - January 1991
Skills
Instructional Design, E-Learning, Articulate, Process Narration, Program Evaluation, Needs Analysis, Personnel Supervision, Learning 2.0, Captivate, Curriculum Analysis, Instructor-led Training, Blended Learning, Training, Curriculum Design, Employee Training, Training Delivery, Learning Management, Human Resources, Learning Management..., Action Mapping, Scenario Based Design, ADDIE, Organizational...
Education
City College of New York
B.S, Education
Florida State University
Ph.D, Instructional Design
Lehman College
M.S, Health Education
RETIRED early December 2008 - July 2012
RETIRED early December 1. 2008 December 2008 - 2012
Wells Fargo June 1973 - December 2008
Skills
Credit Analysis, Customer Service, Commercial Lending, Loans, Small Business Lending, Consumer Lending, Credit, Lines Of Credit, Banking, Commercial Banking, Loan Origination, Cross Selling, Mortgage Lending, Branch Management, Asset Based Lending, SBA, Treasury Management
Education
Florida State University - College of Business 1971 — 1973
Bachelor's of Science, Finance/Management double major
KPMG July 2014 - Present
Rothstein Kass November 2011 - June 2014
Wells Fargo September 2008 - December 2010
Skills
Auditing, Account Reconciliation, Banking, Training, Financial Accounting, Microsoft Excel, Customer Service, Credit, Loans, Sales, Accounting, Financial Reporting, GAAP, Hedge Funds, Access, Accounts Payable, Budgets, Internal Controls
Education
San Francisco State University 2008 — 2011
Bachelor of Science, Accounting
Folsom Lake College 2005 — 2008
Associates of Arts, Social Science
Wachovia, A Wells Fargo Company July 2012 - Present
Wells Fargo July 2010 - July 2012
Wachovia, A Wells Fargo Company October 2004 - July 2010
Skills
Credit, Banking, Credit Analysis, Financial Analysis, Finance, Strategic Financial..., Loans, Business Analysis, Leadership
Education
University of Florida - Warrington College Of Business 2010 — 2011
Master of Business Administration
Florida State University - College of Business 1999 — 2003
Bachelor of Science, Finance, Multinational Business
Brafton Inc. April 2011 - Present
Wellness Dimensions September 2007 - March 2011
InfoSource August 2006 - September 2007
Wells Fargo 2005 - 2006
Alliance Computing Technologies December 2003 - June 2005
Skills
Content Marketing, Lead Generation, SEM, Organic Search, Email Marketing, SEO, Digital Marketing, Online Advertising, Google Analytics, Social Media Marketing, Web Analytics, Mobile Marketing, Customer Acquisition, Web Marketing, Direct Marketing, Salesforce.com, Content Strategy, E-commerce, Business Development, Sales, Start-ups, Online Marketing
Education
Florida State University 2001 — 2003
B.S., International Affairs concentration in Economics
Northeastern University 2000 — 2001
Associate of Arts (A.A.), Advertising
Infinity Auto October 2010 - Present
Infinity Auto October 2010 - Present
Wells Fargo October 2007 - October 2010
Skills
Inventory Management, Claim, Process Improvement, Health Insurance, Budgets, Professional Liability, Claims Handling, Casualty, Property Damage, Banking, JavaScript, Liability, Real Estate, Marketing, Financial Modeling, Microsoft Excel, Claims Management, Claim Investigation, Finance, Underwriting, Customer Service, Sarbanes-Oxley Act, Financial Analysis, Umbrella Insurance, Leadership, Insurance, Analysis, Risk Management, Merchandising, Sales Management, Program Management, Commercial Insurance, Property Claims, Microsoft Office, Microsoft Word, Project Management, Procurement, Workers Compensation, Property & Casualty..., Internal Controls, Business Development, Event Planning, Legal Liability, Contract Management, Time Management, PowerPoint, Testing, Contract Negotiation, Relocation, Liability Analysis
Education
Florida State University - College of Business 2004 — 2006
Bachelor of Science (B.S.), Business Administration
Saint Petersburg College 2002 — 2004
Associate's degree, Business Administration and Management, General
Xactly Corporation July 2014 - Present
Xactly Corporation March 2013 - July 2014
For-Profit University November 2011 - June 2012
For-Profit University May 2011 - November 2011
Wells Fargo December 2009 - March 2011
Stevinson Chevrolet March 2009 - September 2009
Bennigan’s September 2003 - December 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Java, Training, Presentations, Salesforce.com, InsideView, Leadership, Team Building, Sales, Program Management, Team Leadership, Recruiting, Forecasting, CRM, CRM databases, Business Development, Data Analysis, Marketing, Management, Sales Management, Sales Process
Education
Florida State University 2004 — 2008
Bachelor of Science, Chemical Science
Wells Fargo September 2012 - Present
SunTrust Bank September 2011 - January 2013
SunTrust Bank August 2010 - September 2011
Enterprise Rent-A-Car July 2009 - August 2010
Skills
Budgets, Management, Leadership, Finance, Sales, Forecasting, Analysis, Microsoft Excel, Financial Analysis, Customer Service, Microsoft Office, PowerPoint
Education
Florida State University - College of Business 2005 — 2008
Bachelor of Science, Finance and Real Estate
Wells Fargo 2015 - Present
Wells Fargo 2013 - 2015
Wachovia, A Wells Fargo Company 2006 - 2013
Wachovia Bank 1995 - 2006
Skills
Banking, Treasury Management, Commercial Banking, Project Management, Client Relationship..., Strategy, Financial Analysis, Issue Resolution, Research, Customer Service, Customer Experience
Education
Florida State University
Bachelor of Science, College of Business
Bank of America Merrill Lynch December 2008 - Present
Wells Fargo December 2007 - December 2008
Helms Mulliss & Wicker, PLLC December 2005 - December 2007
Florida Department of Health June 2003 - May 2005
Skills
Risk Management, Treasury Services, Banking, Commercial Banking, Operational Risk, Treasury Management, Contract Negotiation, Commercial Lending, Financial Services, Relationship Management, Cash Management, Credit, Financial Risk
Education
Florida State University College of Law 2000 — 2003
Doctor of Law (J.D.)
University of Maryland College Park 1992 — 1995
Bachelor of Science (B.S.), Education
Harbor community bank November 2013 - Present
Wells Fargo February 2012 - April 2013
V & S LLC February 2011 - February 2012
West Texas National Bank December 2009 - January 2011
West Texas Gas June 2009 - November 2009
Skills
Banking, Motel Management, Financial Analysis, Credit, Customer Service, Finance, Commercial Banking, Sales, Customer Satisfaction, Credit Analysis, Microsoft Office, Teamwork
Education
Florida Technical College 2013 — 2015
S.G. High School-India 2003 — 2004
High school, Accounting and Business/Management
BB&T May 2012 - Present
American Express February 2011 - March 2012
Wells Fargo June 2005 - January 2011
Wells Fargo June 2000 - May 2005
Intech, Inc. November 1999 - May 2000
Intech, Inc. December 1995 - August 1998
Skills
Business Analysis, Requirements Gathering, SDLC, SAS, Business Requirements, Source to Target Mapping, SQL
Education
Florida State University - College of Business 1998 — 1999
MS, Management Information Systems, 3.88
University of Central Florida - College of Business Administration 1989 — 1991
BS, Business Economics, 3.15
Florida First Capital Finance Corporation June 2013 - Present
Wells Fargo June 2012 - June 2013
Florida Community Bank May 2011 - November 2011
Regions Financial Corporation September 1998 - May 2011
Barnett/Nations Bank March 1992 - September 1998
Skills
Commercial Lending, Small Business Lending, Credit, Treasury Management, Commercial Banking, Loans, Banking, Mergers & Acquisitions, Consumer Lending, Lines Of Credit, Commercial Mortgages, Asset Based Lending, Portfolio Management, Credit Risk, Loan Origination, Credit Analysis, Underwriting, Mortgage Lending, Team Management, Retail Banking, Cash Management, Mortgage Banking, Cross Selling, Branch Management, SBA
Education
Florida State University
BS, Finance
Wells Fargo April 2010 - Present
Ted's Montana Grill January 2008 - Present
APTO August 2008 - May 2009
BLUE MOON PIZZA February 2007 - August 2008
FIRST NATIONAL LENDING August 2006 - April 2007
Skills
Loans, Mortgage Lending, Consumer Lending, Small Business Lending, Lines Of Credit
Education
Florida State University - College of Business 2002 — 2006
Bachelor's degree, Marketing
Florida State University - College of Business 2002 — 2006
Bachelor's degree, Entrepreneurship/Entrepreneurial Studies
FLORDIA STATE UNIVERSITY
Bachelor of Business Administration, Marketing, Finance, Entrepreneurship and Small Business Management
Wells Fargo August 2013 - Present
Wells Fargo May 2011 - August 2013
Wells Fargo January 2007 - May 2011
Merrill Lynch July 2006 - December 2006
Skills
Commercial Banking, Credit Analysis, Credit, Commercial Lending, Financial Modeling, Banking, Middle Market, Industry Research, Business Development, Strategic Financial..., Sales Strategy, Client Presentation, Market Analysis, Leveraged Lending, Corporate Finance, Treasury Services, Strategic M&A, Capital Budgeting, Working Capital..., Private Equity Funding, Real Estate Financing
Education
Florida State University - College of Business 2005 — 2006
MBA
Florida State University - College of Business 2001 — 2005
BS, Finance
Wells Fargo October 2008 - February 2012
Brink's Inc October 2005 - February 2008
Education
Florida Technical College
A.S. Degree, Network Administration/Hardware (Wireless Technology)
University of Puerto Rico - Carolina Precinct
B.A. Degree, Commercial Advertising
Wells Fargo December 1983 - Present
Wells Fargo December 1983 - Present
Education
Florida State University - College of Business 1976 — 1979
Bachelor of Science (B.S.), Accounting
Wells Fargo September 2012 - Present
Wells Fargo April 2012 - August 2012
American Eagle Outfitters November 2010 - June 2011
Education
Florida State University 2009 — 2011
Wells Fargo May 2009 - Present
HSBC September 1997 - May 2009
Education
Florida State University 1995 — 1997
Bachelor's degree, Criminology
Wells Fargo May 2009 - March 2012
Signet Diagnostic 2012 - 2012
Wells Fargo August 2006 - May 2009
Skills
Proofreading, Editing, Data Entry, Teamwork, Highly detail oriented, Childcare, Reliable, Learning Quickly, Computer/Technical..., Learning New Software, Dependable Team Player, Typing
Education
University of Central Florida 2006 — 2010
Bachelor of Arts (B.A.), English Language and Literature, General
Florida State University
South Florida Educational Federal Credit Union 2012 - Present
Wells Fargo December 2009 - October 2011
AT&T April 2009 - July 2009
Education
Florida State University
Wells Fargo 2013 - Present
Skills
Call Centers, Credit
Education
Florida State University 2005 — 2007
Valdosta high
Pfizer October 2001 - Present
Wells Fargo October 1999 - October 2001
Education
Florida State University - College of Business 1995 — 1999
Bachelors of Science, Finance
Purebred Breeders June 2014 - Present
Florida Community Bank October 2011 - June 2014
Wells Fargo July 2006 - October 2011
Ameriprise Financial Services, Inc. June 2005 - July 2006
Education
Florida State University
Bachelor of Arts (B.A.)
Bank of North Carolina March 2007 - Present
Keysource Commercial Bank March 2007 - September 2012
SunTrust Bank August 2005 - March 2007
Capital Bank (Capital Bank Financial Corp.) June 2004 - July 2005
Wells Fargo March 1996 - April 2004
Comerica Bank June 1994 - March 1996
Skills
Commercial Lending, Credit Analysis, Commercial Banking, Small Business Lending, Credit, Loans, Portfolio Management, Banking, Financial Analysis, Consumer Lending, Credit Risk, Financial Risk, Retail Banking, Underwriting, Risk Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2002
Master of Business Administration (MBA)
Florida State University 1993 — 1994
Bachelor's degree, Finance, General
SunTrust August 2014 - Present
Wells Fargo August 2011 - June 2013
Education
Florida State University 2013 — 2016
Bachelor of Applied Science (BASc), Finance, General
Florida State University 2013 — 2015
BS, Accounting and Finance
Wells Fargo April 2009 - Present
Avondale Partners January 2008 - March 2009
AG Edwards October 2006 - November 2007
AG Edwards July 2005 - October 2006
Skills
Series 7, Financial Modeling, Investments, Equities, Financial Analysis, Valuation, Series 63, Equity Research
Education
Florida State University 2001 — 2005
Bachelor's degree, Accounting and Finance
Wells Fargo November 2014 - Present
Wells Fargo 2009 - Present
Wachovia Bank, NA 2005 - 2009
SouthTrust Bank 2004 - 2005
Skills
Commercial Real Estate, Portfolio Management, Mortgage Underwriting, Credit Analysis, Commercial Lending, Mortgage Banking, Commercial Mortgages, Real Estate Financing, Financial Structuring, Debt Restructuring, Real Estate Economics, Loans, Loan Origination, Credit, Commercial Banking, Mortgage Lending, Underwriting, Small Business Lending
Education
Florida State University - College of Business 2000 — 2001
Master of Business Administration (MBA), Finance
Walt Disney World August 2011 - Present
FFVA Mutual Insurance Co. - The Choice for Workers' Compensation May 2007 - September 2009
Wells Fargo September 2006 - May 2007
Big Lots February 2005 - March 2006
Skills
Customer Service, Fax, Windows 7, Medical Terminology, Outlook, Banking, Insurance, Retail, Problem Solving, Medical Records, Phlebotomy, Human Anatomy, Medical Ethics, Medical Education, Customer Satisfaction, Workers' Compensation...
Education
Florida Technical College 2010 — 2011
Medical Assistant Tech
Timber Creek High School 2001 — 2005
Wells Fargo October 2012 - Present
Wells Fargo January 2011 - October 2012
Bank of America February 2008 - January 2011
Skills
Mortgage Lending, Credit, Loans, Analytics, Finance, Credit Analysis, Loan Origination, Mortgage Banking, Credit Risk, Residential Mortgages, Refinance, FHA, Business Analysis, Customer Service, Underwriting, Financial Analysis, Risk Management, Consumer Lending, Financial Services, Banking, VA Loans, Management, Analysis, Communication
Education
Florida State University 1998 — 2002
Bachelor of Science (BS), Finance, General