Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
Employee
Years
Job
Industry
Denise Orellana Denise Orellana's Wells Fargo Experience October 2012 - Present
Job Treasury Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2012 - Present
Wells Fargo Advisors May 2011 - October 2012
Skills
Banking, Commercial Card, Accounts Payable, Treasury Management, Financial Analysis, Credit, Portfolio Management, Loans, Series 63, Financial Modeling, FINRA, Series 6, Securities, Retirement
Education
Fordham University 2012 — 2014
Master of Business Administration (MBA), Finance and Business Economics
University of California, Santa Barbara 2005 — 2009
Bachelor's degree, Global and International Studies
Wells Fargo October 2012 - Present
Wells Fargo Advisors May 2011 - October 2012
Skills
Banking, Commercial Card, Accounts Payable, Treasury Management, Financial Analysis, Credit, Portfolio Management, Loans, Series 63, Financial Modeling, FINRA, Series 6, Securities, Retirement
Education
Fordham University 2012 — 2014
Master of Business Administration (MBA), Finance and Business Economics
University of California, Santa Barbara 2005 — 2009
Bachelor's degree, Global and International Studies
Tyler Flynn Tyler Flynn's Wells Fargo Experience December 2014 - Present
Job Personal Banker at Wells Fargo
Industry Consumer Services
Experience
Wells Fargo December 2014 - Present
Wells Fargo March 2014 - December 2014
MPS Inc. June 2013 - March 2014
University of St. Thomas June 2012 - June 2013
Congressman Erik Paulsen August 2010 - December 2010
Skills
Customer Service, Team Leadership, Account Management, Client Relations Skills, Public Speaking, Project Management, Management, Microsoft Office, Product Management, Strategic Planning, Writing, Sales, Relationship Building, Leadership
Education
University of St. Thomas 2008 — 2012
Bachelor of Arts (BA), Political Science and Government
Fordham University 2007 — 2008
Wells Fargo December 2014 - Present
Wells Fargo March 2014 - December 2014
MPS Inc. June 2013 - March 2014
University of St. Thomas June 2012 - June 2013
Congressman Erik Paulsen August 2010 - December 2010
Skills
Customer Service, Team Leadership, Account Management, Client Relations Skills, Public Speaking, Project Management, Management, Microsoft Office, Product Management, Strategic Planning, Writing, Sales, Relationship Building, Leadership
Education
University of St. Thomas 2008 — 2012
Bachelor of Arts (BA), Political Science and Government
Fordham University 2007 — 2008
Ross Brunello Ross Brunello's Wells Fargo Experience June 2014 - Present
Job Wells Fargo Real Estate Capital Markets
Industry Commercial Real Estate
Experience
Wells Fargo June 2014 - Present
JPMorgan Chase July 2012 - June 2014
AllianceBernstein June 2011 - May 2012
Skills
Asset Management, Investments, Real Estate, Finance, Investment Management, Commercial Real Estate, Commercial Lending
Education
Fordham Gabelli School of Business
Wells Fargo June 2014 - Present
JPMorgan Chase July 2012 - June 2014
AllianceBernstein June 2011 - May 2012
Skills
Asset Management, Investments, Real Estate, Finance, Investment Management, Commercial Real Estate, Commercial Lending
Education
Fordham Gabelli School of Business
Christopher Malkin Christopher Malkin's Wells Fargo Experience November 2013 - Present
Job AVP Senior Credit Analyst at Wells Fargo Bk NA
Industry Banking
Experience
Wells Fargo November 2013 - Present
TD Bank Group October 2005 - November 2013
Donaldson, Lufkin & Jenrette March 1989 - December 2000
Drexel Burnham Lambert August 1986 - March 1989
Skills
Credit Analysis, Credit, Banking, Commercial Lending, Volunteer Management, Commercial Banking, Loans, Credit Risk, Mortgage Lending, Lines Of Credit, Commercial Mortgages, Underwriting, Financial Analysis, Fixed Income, Due Diligence, Sales Management, Small Business Lending, Business Analysis, Retail Banking, Consumer Lending, Relationship Management, Cross Selling, Loan Origination, Portfolio Management, Financial Risk, Financial Services, Cash Management, Asset Based Lending, Risk Management, Finance, Residential Mortgages
Education
Fordham University 1982 — 1986
BS - Marketing, Marketing & Management
Cardinal Spellman High School 1978 — 1982
Wells Fargo November 2013 - Present
TD Bank Group October 2005 - November 2013
Donaldson, Lufkin & Jenrette March 1989 - December 2000
Drexel Burnham Lambert August 1986 - March 1989
Skills
Credit Analysis, Credit, Banking, Commercial Lending, Volunteer Management, Commercial Banking, Loans, Credit Risk, Mortgage Lending, Lines Of Credit, Commercial Mortgages, Underwriting, Financial Analysis, Fixed Income, Due Diligence, Sales Management, Small Business Lending, Business Analysis, Retail Banking, Consumer Lending, Relationship Management, Cross Selling, Loan Origination, Portfolio Management, Financial Risk, Financial Services, Cash Management, Asset Based Lending, Risk Management, Finance, Residential Mortgages
Education
Fordham University 1982 — 1986
BS - Marketing, Marketing & Management
Cardinal Spellman High School 1978 — 1982
Jordan Redd's Wells Fargo Experience June 2009 - December 2009
Job Account Executive | Talent Acquisition at NewCircle
Industry Computer Software
Experience
NewCircle April 2014 - Present
Cogenia Partners, LLC June 2010 - March 2014
Wells Fargo June 2009 - December 2009
Skills
Project Management, Contract Management, Bookkeeping, Report Writing, Editing, Vetting, Recruiting, Budgets, Training, Invoicing, Management, Program Management, Leadership, Process Improvement, Customer Service, Business Development, Sales, Social Media, Account Management
Education
San Diego State University-California State University 2006 — 2009
Bachelor of Arts (B.A.), Communication, General
Foothill College 2003 — 2006
NewCircle April 2014 - Present
Cogenia Partners, LLC June 2010 - March 2014
Wells Fargo June 2009 - December 2009
Skills
Project Management, Contract Management, Bookkeeping, Report Writing, Editing, Vetting, Recruiting, Budgets, Training, Invoicing, Management, Program Management, Leadership, Process Improvement, Customer Service, Business Development, Sales, Social Media, Account Management
Education
San Diego State University-California State University 2006 — 2009
Bachelor of Arts (B.A.), Communication, General
Foothill College 2003 — 2006
Steve Estrada's Wells Fargo Experience 1997 - 2000
Job Marketing Leadership/Strategy, Online Marketing, Direct/Database Marketing, Email Marketing, Social Media, Web Analytics
Industry Marketing and Advertising
Experience
Premier Community Credit Union 2013 - Present
Continuing Education of the Bar (CEB) 2010 - 2013
Self Employed 2008 - 2010
Kaiperm Federal Credit Union 2008 - 2008
AAA Northern California, Nevada & Utah Insurance Exchange 2007 - 2008
GameLink.com 2006 - 2007
California Bank & Trust September 2004 - September 2006
Self Employed 2000 - 2004
Wells Fargo 1997 - 2000
Skills
Social Media, Email Marketing, Online Marketing, Marketing Analytics, Product Management, Marketing Strategy, Salesforce.com, Online Advertising, Direct Marketing, Digital Marketing, Marketing, SEM, Digital Strategy, Lead Generation, Customer Retention, Customer Acquisition, CRM, Market Research, Web Marketing, PPC, Social Media Marketing, Advertising, Web Analytics, Cross-functional Team..., E-commerce, Google Analytics, Copywriting, Analytics, Segmentation, Omniture, Strategic Partnerships, B2B Marketing, Sales, Project Management, Marketing Management, Facebook, Database Marketing, User Experience, Strategy, Account Management, Direct Mail, Mobile Marketing, Competitive Analysis, Business Development, SEO, Google Adwords, Integrated Marketing, Marketing Communications, Multi-channel Marketing, Retail
Education
Fordham Gabelli School of Business 1993 — 1995
MBA, Marketing, 3.800
University of California, Los Angeles 1984 — 1987
B.A., Psychology
Premier Community Credit Union 2013 - Present
Continuing Education of the Bar (CEB) 2010 - 2013
Self Employed 2008 - 2010
Kaiperm Federal Credit Union 2008 - 2008
AAA Northern California, Nevada & Utah Insurance Exchange 2007 - 2008
GameLink.com 2006 - 2007
California Bank & Trust September 2004 - September 2006
Self Employed 2000 - 2004
Wells Fargo 1997 - 2000
Skills
Social Media, Email Marketing, Online Marketing, Marketing Analytics, Product Management, Marketing Strategy, Salesforce.com, Online Advertising, Direct Marketing, Digital Marketing, Marketing, SEM, Digital Strategy, Lead Generation, Customer Retention, Customer Acquisition, CRM, Market Research, Web Marketing, PPC, Social Media Marketing, Advertising, Web Analytics, Cross-functional Team..., E-commerce, Google Analytics, Copywriting, Analytics, Segmentation, Omniture, Strategic Partnerships, B2B Marketing, Sales, Project Management, Marketing Management, Facebook, Database Marketing, User Experience, Strategy, Account Management, Direct Mail, Mobile Marketing, Competitive Analysis, Business Development, SEO, Google Adwords, Integrated Marketing, Marketing Communications, Multi-channel Marketing, Retail
Education
Fordham Gabelli School of Business 1993 — 1995
MBA, Marketing, 3.800
University of California, Los Angeles 1984 — 1987
B.A., Psychology
Theresa Ehren Theresa Ehren's Wells Fargo Experience November 2013 - Present
Job Business Systems Consultant, Data Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2013 - Present
Professionals In Transition (PIT) December 2012 - Present
Tek Systems May 2013 - November 2013
Careers In Transition (CIT) of Urban League December 2012 - May 2013
Knowledge Anywhere June 2012 - December 2012
Campus Partners, LLC July 2011 - June 2012
Campus Partners July 2007 - July 2011
Wachovia, A Wells Fargo Company October 2004 - July 2007
Wachovia, A Wells Fargo Company March 1990 - October 2004
Wachovia Student Financial Services May 1986 - March 1990
Skills
CICS, DB2, SQL, JCL, SPUFI, SDLC, Project Management, Oracle, Databases, Process Improvement, Business Requirements, Business Analysis, Software Documentation
Education
Forsyth Technical Community College 2013 — 2013
Certified Electronic Health Records Specialist, Electronic Health Records
High Point University 1987 — 1990
BS, Management of Information Systems
East Carolina University 1981 — 1984
Math and Computer Science
Wells Fargo November 2013 - Present
Professionals In Transition (PIT) December 2012 - Present
Tek Systems May 2013 - November 2013
Careers In Transition (CIT) of Urban League December 2012 - May 2013
Knowledge Anywhere June 2012 - December 2012
Campus Partners, LLC July 2011 - June 2012
Campus Partners July 2007 - July 2011
Wachovia, A Wells Fargo Company October 2004 - July 2007
Wachovia, A Wells Fargo Company March 1990 - October 2004
Wachovia Student Financial Services May 1986 - March 1990
Skills
CICS, DB2, SQL, JCL, SPUFI, SDLC, Project Management, Oracle, Databases, Process Improvement, Business Requirements, Business Analysis, Software Documentation
Education
Forsyth Technical Community College 2013 — 2013
Certified Electronic Health Records Specialist, Electronic Health Records
High Point University 1987 — 1990
BS, Management of Information Systems
East Carolina University 1981 — 1984
Math and Computer Science
Lyle Katz Lyle Katz's Wells Fargo Experience July 2015 - Present
Job The only Mortgage Banker you will ever need
Industry Professional Training & Coaching
Experience
Wells Fargo July 2015 - Present
Evolve Bank and Trust 2010 - July 2015
Viacom August 1998 - January 2009
Amerada Hess July 1997 - August 1998
Bankers Trust 1994 - 1997
Merrill Lynch 1989 - 1993
The Chase Manhattan Bank September 1988 - October 1989
Skills
Finance, Risk Management, Budgets, Business Strategy, Process Improvement, Analysis, Cash Management, Financial Modeling, Corporate Finance, Treasury Management, Financial Analysis, Treasury, Mortgage Lending, Mortgage Banking, Residential Mortgages, Reverse Mortgages, Certified Mortgage..., Mortgage Underwriting, Mortgage Servicing, Mortgage Marketing, Jumbo Mortgage, Loan Origination, Loan Servicing, Home Equity Loans, Networking, Social Networking, Business Networking, Presenter, Executive Coaching, Business Coaching, Dynamic Speaker, Engaging Public Speaker, Experienced Speaker, Persuasive Speaker
Education
Fordham University 1990 — 1993
MBA, Finance
Vanderbilt University 1984 — 1988
Bachelor of Arts (B.A.), Economics
Wells Fargo July 2015 - Present
Evolve Bank and Trust 2010 - July 2015
Viacom August 1998 - January 2009
Amerada Hess July 1997 - August 1998
Bankers Trust 1994 - 1997
Merrill Lynch 1989 - 1993
The Chase Manhattan Bank September 1988 - October 1989
Skills
Finance, Risk Management, Budgets, Business Strategy, Process Improvement, Analysis, Cash Management, Financial Modeling, Corporate Finance, Treasury Management, Financial Analysis, Treasury, Mortgage Lending, Mortgage Banking, Residential Mortgages, Reverse Mortgages, Certified Mortgage..., Mortgage Underwriting, Mortgage Servicing, Mortgage Marketing, Jumbo Mortgage, Loan Origination, Loan Servicing, Home Equity Loans, Networking, Social Networking, Business Networking, Presenter, Executive Coaching, Business Coaching, Dynamic Speaker, Engaging Public Speaker, Experienced Speaker, Persuasive Speaker
Education
Fordham University 1990 — 1993
MBA, Finance
Vanderbilt University 1984 — 1988
Bachelor of Arts (B.A.), Economics
Dwight F. Jennings, Jr. Dwight F. Jennings, Jr.'s Wells Fargo Experience August 1995 - February 2000
Job President/CEO at Capital JAE Corporation
Industry Facilities Services
Experience
Coverall Health-Based Cleaning System April 2015 - Present
Capital JAE Corporation October 2012 - Present
DFJ Enterprises / JAE Vending March 2003 - Present
WSFCS August 2004 - June 2013
Primerica / Bisys dba DFJ Associate Services January 2002 - August 2005
LegalShield, Independent Associate dba DFJ Associate Services January 2003 - January 2005
New York Life Insurance Company dba DFJ Associate Services May 2000 - November 2001
Wells Fargo August 1995 - February 2000
Skills
Microsoft Office, Entrepreneurship, Customer Service, New Business Development, Coaching, Team Leadership, PowerPoint, Business Planning, Business Strategy, Contract Negotiation, Sales, Sales Management, Team Building, Leadership, Marketing, Budgets, Strategic Planning, Small Business, Management, Public Speaking
Education
Winston-Salem State University
Bachelor's Degree, Business Administration and Management
Forsyth Technical Community College 1993 — 1995
Associate's Degree, Business Administrations
East Forsyth High
Coverall Health-Based Cleaning System April 2015 - Present
Capital JAE Corporation October 2012 - Present
DFJ Enterprises / JAE Vending March 2003 - Present
WSFCS August 2004 - June 2013
Primerica / Bisys dba DFJ Associate Services January 2002 - August 2005
LegalShield, Independent Associate dba DFJ Associate Services January 2003 - January 2005
New York Life Insurance Company dba DFJ Associate Services May 2000 - November 2001
Wells Fargo August 1995 - February 2000
Skills
Microsoft Office, Entrepreneurship, Customer Service, New Business Development, Coaching, Team Leadership, PowerPoint, Business Planning, Business Strategy, Contract Negotiation, Sales, Sales Management, Team Building, Leadership, Marketing, Budgets, Strategic Planning, Small Business, Management, Public Speaking
Education
Winston-Salem State University
Bachelor's Degree, Business Administration and Management
Forsyth Technical Community College 1993 — 1995
Associate's Degree, Business Administrations
East Forsyth High
Kairee Allomong Kairee Allomong's Wells Fargo Experience April 2010 - November 2011
Job Office Manager at BlueVine
Industry Financial Services
Experience
BlueVine Capital Inc June 2015 - Present
Comerica Bank November 2014 - May 2015
Comerica Bank November 2012 - November 2014
Comerica Bank November 2011 - November 2012
Wells Fargo April 2010 - November 2011
Skills
Banking, Social Media, Networking, Social Networking, Employee Training, Organization, Communication, Retail Banking, Legal Compliance, Access Database, Customer Service, Making Connections, Team Building, Management, Oral & Written..., Microsoft Suites, Microsoft Excel, Internal Controls, Operations Management, Workflow Management, Sustainability, Maintaining Strong..., Internal Communications, Cash Handling Experience, Cash Flow Forecasting, Levies, Bankruptcy, Interest Adjustments, Access
Education
Foothill College
BlueVine Capital Inc June 2015 - Present
Comerica Bank November 2014 - May 2015
Comerica Bank November 2012 - November 2014
Comerica Bank November 2011 - November 2012
Wells Fargo April 2010 - November 2011
Skills
Banking, Social Media, Networking, Social Networking, Employee Training, Organization, Communication, Retail Banking, Legal Compliance, Access Database, Customer Service, Making Connections, Team Building, Management, Oral & Written..., Microsoft Suites, Microsoft Excel, Internal Controls, Operations Management, Workflow Management, Sustainability, Maintaining Strong..., Internal Communications, Cash Handling Experience, Cash Flow Forecasting, Levies, Bankruptcy, Interest Adjustments, Access
Education
Foothill College
Davis Barillas's Wells Fargo Experience October 2014 - June 2015
Job Global Relationship Associate
Industry Financial Services
Experience
Wells Fargo Global Banking Technology June 2015 - Present
Wells Fargo October 2014 - June 2015
Wells Fargo June 2013 - October 2014
Macy's May 2010 - May 2011
Skills
Public Speaking, Consultation, Small Business..., Small Business..., Customer Service, Financial Services, Time Management, PowerPoint, Business Process..., Microsoft Excel, Microsoft Word, New Business Development, Retail, Accounts Payable &..., Microsoft Office, Data Entry, Event Planning, Sales, Leadership, Social Media, Social Networking, Marketing, Merchandising, Management, Research, Coaching, Social Media Marketing, Retail Sales, Inventory Control, Negotiation, Marketing Strategy, Loss Prevention, Customer Experience, Financial Analysis, Customer Retention, Banking, Problem Solving, Real Estate, Team Building, Process Improvement, Marketing Communications, Small Business, Facebook, Photoshop, Customer Satisfaction, Financial Accounting, Financial Planning, Business Development, Business Process, Treasury Management
Education
San Francisco State University 2015 — 2016
Bachelor's degree, Finance, General
Foothill College 2013 — 2015
Associate's Degree, Economics
Wells Fargo Global Banking Technology June 2015 - Present
Wells Fargo October 2014 - June 2015
Wells Fargo June 2013 - October 2014
Macy's May 2010 - May 2011
Skills
Public Speaking, Consultation, Small Business..., Small Business..., Customer Service, Financial Services, Time Management, PowerPoint, Business Process..., Microsoft Excel, Microsoft Word, New Business Development, Retail, Accounts Payable &..., Microsoft Office, Data Entry, Event Planning, Sales, Leadership, Social Media, Social Networking, Marketing, Merchandising, Management, Research, Coaching, Social Media Marketing, Retail Sales, Inventory Control, Negotiation, Marketing Strategy, Loss Prevention, Customer Experience, Financial Analysis, Customer Retention, Banking, Problem Solving, Real Estate, Team Building, Process Improvement, Marketing Communications, Small Business, Facebook, Photoshop, Customer Satisfaction, Financial Accounting, Financial Planning, Business Development, Business Process, Treasury Management
Education
San Francisco State University 2015 — 2016
Bachelor's degree, Finance, General
Foothill College 2013 — 2015
Associate's Degree, Economics
Willie Guevara Willie Guevara's Wells Fargo Experience July 2013 - September 2014
Job Stocking at Whole Foods Market
Industry Financial Services
Experience
Whole Foods Market July 2015 - Present
United States Postal Service September 2014 - February 2015
Wells Fargo July 2013 - September 2014
Mayfield Bakery and Cafe August 2013 - January 2014
Philz Coffee November 2011 - May 2013
Hassett ACE Hardware August 2004 - January 2013
Hassett ACE Hardware August 2004 - January 2013
Skills
Learning Quickly, Thorough Research, Devoted, Bilingual-English/Spanis..., Friendly Personality, Motivation, Problem Solving, Hands-on Approach, Leadership, Thinking Outside The Box, Quick Thinker, Challenge Driven, Customer Driven, Customer Satisfaction, Customer Experience
Education
Foothill College 2007 — 2009
History
Los Altos High School 2002 — 2006
High School
Whole Foods Market July 2015 - Present
United States Postal Service September 2014 - February 2015
Wells Fargo July 2013 - September 2014
Mayfield Bakery and Cafe August 2013 - January 2014
Philz Coffee November 2011 - May 2013
Hassett ACE Hardware August 2004 - January 2013
Hassett ACE Hardware August 2004 - January 2013
Skills
Learning Quickly, Thorough Research, Devoted, Bilingual-English/Spanis..., Friendly Personality, Motivation, Problem Solving, Hands-on Approach, Leadership, Thinking Outside The Box, Quick Thinker, Challenge Driven, Customer Driven, Customer Satisfaction, Customer Experience
Education
Foothill College 2007 — 2009
History
Los Altos High School 2002 — 2006
High School
Robert Ezell Robert Ezell's Wells Fargo Experience 2008 - 2014
Job Senior Security Analyst
Industry Financial Services
Experience
Wells Fargo 2008 - 2014
Wachovia 1993 - 2008
Skills
Information Security, Disaster Recovery, Risk Management, SDLC, Information Security..., CISSP, Security, Network Security, Visio, Integration, IT Management, Process Improvement, Enterprise Architecture, Vendor Management, Management, Business Continuity, Microsoft Office, Information Technology, Software Documentation, Team Building, IT Strategy
Education
Strayer University 2007 — 2009
Master's degree, Computer and Information Systems Security/Information Assurance
High Point University 1996 — 2000
Bachelor's degree, Information Technology
Forsyth Technical Community College
Forsyth Technical Community College
Wells Fargo 2008 - 2014
Wachovia 1993 - 2008
Skills
Information Security, Disaster Recovery, Risk Management, SDLC, Information Security..., CISSP, Security, Network Security, Visio, Integration, IT Management, Process Improvement, Enterprise Architecture, Vendor Management, Management, Business Continuity, Microsoft Office, Information Technology, Software Documentation, Team Building, IT Strategy
Education
Strayer University 2007 — 2009
Master's degree, Computer and Information Systems Security/Information Assurance
High Point University 1996 — 2000
Bachelor's degree, Information Technology
Forsyth Technical Community College
Forsyth Technical Community College
Frantz Osse Frantz Osse's Wells Fargo Experience 1982 - 1987
Job CEO at ThaneKenscoff Group
Industry Financial Services
Experience
Thane-Kenscoff Group, LLC. June 2008 - Present
Vistage International August 2010 - August 2012
Wells Fargo - Private Mortgage Banking December 2004 - October 2008
WELLS FARGO The Private Bank [formerly Private Client Services] February 2002 - December 2004
WELLS FARGO The Private Bank [formerly Private Client Services] April 1999 - February 2002
Sumitomo Bank Limited January 1997 - April 1998
Wells Fargo - First Interstate Bank of California February 1990 - August 1996
Wells Fargo - First Interstate Bank of California 1987 - 1990
Wells Fargo 1982 - 1987
Union Bank 1979 - 1982
Skills
Strategic Planning, Business Development, Leadership, Entrepreneurship, Corporate Banking, Executive Coaching, Strategic Planning for..., Wealth Management, M&A analysis, M&A support, Capital Structure, Capital Markets, Private Banking, Commercial Banking, Mergers & Acquisitions, Executive Development, Organizational..., Private Equity, Management Consulting, Management, Strategy, Corporate Finance, Coaching, Business Strategy, Financial Advisory, Banking, Credit, Program Management, Investments, Financial Risk, Business Coaching, Loans, Portfolio Management, Small Business, Executive Management, Finance, Start-ups, Corporate Development, Venture Capital, Restructuring, Business Planning, Due Diligence, Strategic Consulting, Financial Services
Education
UCLA Anderson School of Management 1997 — 1997
Certificate, African-American Executive Management Program
INSEAD 1994 — 1995
Certificate, International Management
Pacific Coast Banking School 1985 — 1988
Certificate, Banking Management
Fordham University 1969 — 1973
BA, Economics + Political Science
Thane-Kenscoff Group, LLC. June 2008 - Present
Vistage International August 2010 - August 2012
Wells Fargo - Private Mortgage Banking December 2004 - October 2008
WELLS FARGO The Private Bank [formerly Private Client Services] February 2002 - December 2004
WELLS FARGO The Private Bank [formerly Private Client Services] April 1999 - February 2002
Sumitomo Bank Limited January 1997 - April 1998
Wells Fargo - First Interstate Bank of California February 1990 - August 1996
Wells Fargo - First Interstate Bank of California 1987 - 1990
Wells Fargo 1982 - 1987
Union Bank 1979 - 1982
Skills
Strategic Planning, Business Development, Leadership, Entrepreneurship, Corporate Banking, Executive Coaching, Strategic Planning for..., Wealth Management, M&A analysis, M&A support, Capital Structure, Capital Markets, Private Banking, Commercial Banking, Mergers & Acquisitions, Executive Development, Organizational..., Private Equity, Management Consulting, Management, Strategy, Corporate Finance, Coaching, Business Strategy, Financial Advisory, Banking, Credit, Program Management, Investments, Financial Risk, Business Coaching, Loans, Portfolio Management, Small Business, Executive Management, Finance, Start-ups, Corporate Development, Venture Capital, Restructuring, Business Planning, Due Diligence, Strategic Consulting, Financial Services
Education
UCLA Anderson School of Management 1997 — 1997
Certificate, African-American Executive Management Program
INSEAD 1994 — 1995
Certificate, International Management
Pacific Coast Banking School 1985 — 1988
Certificate, Banking Management
Fordham University 1969 — 1973
BA, Economics + Political Science
Jessica Aish Jessica Aish's Wells Fargo Experience August 2014 - Present
Job Operational Risk Specialist at Wells Fargo
Industry Legal Services
Experience
Wells Fargo August 2014 - Present
Vince October 2012 - May 2014
Saks Fifth Avenue May 2012 - August 2012
Nordstrom August 2011 - April 2012
Don's Key & Lock May 2010 - August 2011
Baby Couture September 2009 - May 2010
Limited Brands November 2007 - January 2009
Education
Menlo College 2012 — 2014
Bachelor's Degree, Marketing
Foothill College 2010 — 2012
Associate of Arts (A.A.), Sociology
Wells Fargo August 2014 - Present
Vince October 2012 - May 2014
Saks Fifth Avenue May 2012 - August 2012
Nordstrom August 2011 - April 2012
Don's Key & Lock May 2010 - August 2011
Baby Couture September 2009 - May 2010
Limited Brands November 2007 - January 2009
Education
Menlo College 2012 — 2014
Bachelor's Degree, Marketing
Foothill College 2010 — 2012
Associate of Arts (A.A.), Sociology
Neale Mason Neale Mason's Wells Fargo Experience February 2011 - September 2012
Job Marketing Data Analyst at Aruba Networks, an HP company
Industry Computer Software
Experience
Aruba Networks, an HP company October 2015 - Present
Infoblox August 2015 - October 2015
The Climate Corporation December 2013 - August 2015
Teachscape August 2013 - November 2013
Wheelz, Inc. September 2012 - May 2013
Wells Fargo February 2011 - September 2012
Philz Coffee October 2010 - February 2011
Davis Musical Theatre Company September 2008 - July 2010
Skills
Microsoft Excel, VBA, SQL, Salesforce.com, Sales, Tableau, Java, Customer Service, Accounting, Business Strategy, Game Theory, Analytics, Customer Satisfaction, Data Analysis, Banking, Strategy, Business Development
Education
University of California, Davis 2006 — 2010
Bachelor of Science, Managerial Economics
Foothill College
Los Altos High School
Aruba Networks, an HP company October 2015 - Present
Infoblox August 2015 - October 2015
The Climate Corporation December 2013 - August 2015
Teachscape August 2013 - November 2013
Wheelz, Inc. September 2012 - May 2013
Wells Fargo February 2011 - September 2012
Philz Coffee October 2010 - February 2011
Davis Musical Theatre Company September 2008 - July 2010
Skills
Microsoft Excel, VBA, SQL, Salesforce.com, Sales, Tableau, Java, Customer Service, Accounting, Business Strategy, Game Theory, Analytics, Customer Satisfaction, Data Analysis, Banking, Strategy, Business Development
Education
University of California, Davis 2006 — 2010
Bachelor of Science, Managerial Economics
Foothill College
Los Altos High School
Angela Casstevens Angela Casstevens's Wells Fargo Experience December 1987 - October 2000
Job Medical Assistant Volunteer at Foothills Center for Women
Industry Medical Practice
Experience
Foothills Center for Women January 2013 - Present
Hugh Chatham Memorial Hospital October 2012 - February 2013
True Textiles, Inc November 2005 - November 2008
Wells Fargo December 1987 - October 2000
Skills
Computers, Organization, Highly detail oriented, Determination to Succeed, Close Attention to..., Hospitals, Payroll, Accounts Payable, Accounts Receivable, Account Reconciliation, Auditing, Cash Management, Human Resources, Customer Service, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Filing, Glucose Testing, Injectable
Education
Wilkes Community College 2010 — 2013
Associate's degree, Medical/Clinical Assistant
Forsyth Technical Community College 1987 — 1989
Foothills Center for Women January 2013 - Present
Hugh Chatham Memorial Hospital October 2012 - February 2013
True Textiles, Inc November 2005 - November 2008
Wells Fargo December 1987 - October 2000
Skills
Computers, Organization, Highly detail oriented, Determination to Succeed, Close Attention to..., Hospitals, Payroll, Accounts Payable, Accounts Receivable, Account Reconciliation, Auditing, Cash Management, Human Resources, Customer Service, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Filing, Glucose Testing, Injectable
Education
Wilkes Community College 2010 — 2013
Associate's degree, Medical/Clinical Assistant
Forsyth Technical Community College 1987 — 1989
Patty Rutka Patty Rutka's Wells Fargo Experience October 2010 - January 2012
Job Looking for a new opportunity
Industry Oil & Energy
Experience
LHB contracted with Enbridge January 2012 - July 2014
Wells Fargo October 2010 - January 2012
PNP Contracting, Inc May 2007 - August 2010
Memorial Blood Centers 2008 - 2010
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Supervisory Skills
Education
Fond du Lac Tribal and Community College 2014 — 2016
Business Finance & Entrepreneurship
Minnesota Institute of Medical and Dental Assistants 1982 — 1983
Medical Assistant Certificate, Medical/Clinical Assistant
Proctor Senior High School 1978 — 1982
Diploma, Generals
LHB contracted with Enbridge January 2012 - July 2014
Wells Fargo October 2010 - January 2012
PNP Contracting, Inc May 2007 - August 2010
Memorial Blood Centers 2008 - 2010
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Supervisory Skills
Education
Fond du Lac Tribal and Community College 2014 — 2016
Business Finance & Entrepreneurship
Minnesota Institute of Medical and Dental Assistants 1982 — 1983
Medical Assistant Certificate, Medical/Clinical Assistant
Proctor Senior High School 1978 — 1982
Diploma, Generals
Christa Brown Christa Brown's Wells Fargo Experience 2001 - 2004
Job
Industry Real Estate
Experience
Crescent Management Company July 2015 - Present
PAUSD September 2013 - Present
Graffik Dezine February 2006 - Present
Peninsula Consulting Group, LLC January 2014 - September 2015
Foothill College 2009 - 2011
NASA 2006 - 2007
Computer History Museum 2005 - 2006
Jordan International 2004 - 2005
Wells Fargo 2001 - 2004
Skills
Microsoft Office, Research, PowerPoint, Customer Service, Editing, Data Entry, Marketing, Event Planning, Public Speaking, Microsoft Word, Microsoft Excel, Budgets, Accounting, Advertising, Social Media, Sales, Inventory Management, Team Leadership, Outlook, Project Management, Marketing Strategy, Teaching, English, QuickBooks, Banking, Entrepreneurship, Administrative..., Spreadsheets, Bookkeeping, Higher Education, Market Research, Facebook, Access, Office Management, Invoicing, Accounts Receivable, Accounts Payable
Education
Foothill College
Associate of Arts (A.A.), Real Estate
San Jose State University
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
Foothill College
Associate of Arts (A.A.), Business Administration
Crescent Management Company July 2015 - Present
PAUSD September 2013 - Present
Graffik Dezine February 2006 - Present
Peninsula Consulting Group, LLC January 2014 - September 2015
Foothill College 2009 - 2011
NASA 2006 - 2007
Computer History Museum 2005 - 2006
Jordan International 2004 - 2005
Wells Fargo 2001 - 2004
Skills
Microsoft Office, Research, PowerPoint, Customer Service, Editing, Data Entry, Marketing, Event Planning, Public Speaking, Microsoft Word, Microsoft Excel, Budgets, Accounting, Advertising, Social Media, Sales, Inventory Management, Team Leadership, Outlook, Project Management, Marketing Strategy, Teaching, English, QuickBooks, Banking, Entrepreneurship, Administrative..., Spreadsheets, Bookkeeping, Higher Education, Market Research, Facebook, Access, Office Management, Invoicing, Accounts Receivable, Accounts Payable
Education
Foothill College
Associate of Arts (A.A.), Real Estate
San Jose State University
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
Foothill College
Associate of Arts (A.A.), Business Administration
Aaron Wagman Aaron Wagman's Wells Fargo Experience April 2007 - October 2008
Job Quality Control Technician garage door systems
Industry Construction
Experience
Precision Door service of Portland June 2013 - Present
Western Governors University April 2011 - Present
AT&T Mobility November 2008 - March 2013
Wells Fargo April 2007 - October 2008
Wells Fargo January 2004 - April 2007
Wells Fargo Bank November 2000 - January 2004
Skills
Cold Calling, Direct Sales, Salesforce.com, Solution Selling, Sales Presentations, Sales, B2B, Sales Management, Lead Generation, Customer Service, Business Development, Marketing, Customer Experience, Product Marketing, Team Building, Mobile Devices, Customer Retention
Education
Western Governors University 2011 — 2014
Working Toward Bachelors of Science, Sales and Sales Management
Portland State University 2002 — 2005
Human Resources Management and Services
Foothill College 2000 — 2001
General Studies, 3.5
University of Arizona 1999 — 2000
Fine and Studio Arts
Los Gatos High School 1996 — 1999
High School Diploma, General Studies
Precision Door service of Portland June 2013 - Present
Western Governors University April 2011 - Present
AT&T Mobility November 2008 - March 2013
Wells Fargo April 2007 - October 2008
Wells Fargo January 2004 - April 2007
Wells Fargo Bank November 2000 - January 2004
Skills
Cold Calling, Direct Sales, Salesforce.com, Solution Selling, Sales Presentations, Sales, B2B, Sales Management, Lead Generation, Customer Service, Business Development, Marketing, Customer Experience, Product Marketing, Team Building, Mobile Devices, Customer Retention
Education
Western Governors University 2011 — 2014
Working Toward Bachelors of Science, Sales and Sales Management
Portland State University 2002 — 2005
Human Resources Management and Services
Foothill College 2000 — 2001
General Studies, 3.5
University of Arizona 1999 — 2000
Fine and Studio Arts
Los Gatos High School 1996 — 1999
High School Diploma, General Studies
Julie Burford Julie Burford's Wells Fargo Experience May 2012 - September 2012
Job Student at Santa Clara University
Industry Marketing and Advertising
Experience
Tatami Sushi & Seafood Buffet January 2013 - August 2013
Wells Fargo May 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, English, HTML
Education
Santa Clara University 2012 — 2014
Bachelor of Science (B.S.), Marketing
Foothill College 2010 — 2012
Transfer GPA: 3.75
Tatami Sushi & Seafood Buffet January 2013 - August 2013
Wells Fargo May 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, English, HTML
Education
Santa Clara University 2012 — 2014
Bachelor of Science (B.S.), Marketing
Foothill College 2010 — 2012
Transfer GPA: 3.75
Robert Bodnar Robert Bodnar's Wells Fargo Experience June 2013 - 2014
Job Living Wills at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank February 2015 - Present
Wells Fargo June 2013 - 2014
Goldman Sachs June 2010 - June 2012
Goldman Sachs February 2004 - May 2010
Goldman Sachs February 2002 - January 2004
Goldman Sachs December 1999 - January 2002
Warburg Pincus Asset Management February 1997 - December 1999
Skills
People Management, Project Management, Risk Management, Budget Analysis, Migration To HVL, Leadership Skills, Training Expertise, Problem Solving, Creative Thinker, Workflow Management, Process Improvement, Strong Communication..., Options, Capital Markets, Settlement, Electronic Trading, Budgets, Derivatives, Fixed Income, Prime Brokerage, Leadership, Asset Management, Securities, Middle Office, Equities, Financial Markets, Trading, CRM, Recruiting, Trading Systems, Strategy, Hedge Funds, Management, Credit Derivatives, Alternative Investments, Bloomberg, Bonds, Investment Banking, Equity Trading, Series 7, Finance
Education
Fordham University 1994 — 1997
Bachelor of Science, Economics
Deutsche Bank February 2015 - Present
Wells Fargo June 2013 - 2014
Goldman Sachs June 2010 - June 2012
Goldman Sachs February 2004 - May 2010
Goldman Sachs February 2002 - January 2004
Goldman Sachs December 1999 - January 2002
Warburg Pincus Asset Management February 1997 - December 1999
Skills
People Management, Project Management, Risk Management, Budget Analysis, Migration To HVL, Leadership Skills, Training Expertise, Problem Solving, Creative Thinker, Workflow Management, Process Improvement, Strong Communication..., Options, Capital Markets, Settlement, Electronic Trading, Budgets, Derivatives, Fixed Income, Prime Brokerage, Leadership, Asset Management, Securities, Middle Office, Equities, Financial Markets, Trading, CRM, Recruiting, Trading Systems, Strategy, Hedge Funds, Management, Credit Derivatives, Alternative Investments, Bloomberg, Bonds, Investment Banking, Equity Trading, Series 7, Finance
Education
Fordham University 1994 — 1997
Bachelor of Science, Economics
Alyssa A. Martin Alyssa A. Martin's Wells Fargo Experience July 2007 - February 2009
Job Media Relations Associate at Federal Reserve Bank of Minneapolis
Industry Public Relations and Communications
Experience
KRGV-TV September 2013 - November 2014
University of Washington August 2010 - March 2013
KRGV TV August 2009 - August 2010
Wells Fargo July 2007 - February 2009
Dallas Observer January 2007 - July 2007
Skills
Television, Broadcast, Journalism, News Writing, Storytelling, Public Relations, Public Speaking, Research, Writing, Teaching, Editing, Lecturing, Academic Writing, Quantitative Analytics, Social Media, College Teaching, ENPS, Television News..., PowerPoint, Data Analysis, Original Research, Politics, Immigration Issues, Retail Banking, Higher Education, Sociology, AP Style, Stata, Quantitative Analysis, Media Relations
Education
University of Washington 2010 — 2013
Master of Arts (M.A.), Sociology
Fordham University 2002 — 2006
Bachelor of Arts (B.A.), Communication and Media Studies, Sociology
Edinburg North High School 1999 — 2002
KRGV-TV September 2013 - November 2014
University of Washington August 2010 - March 2013
KRGV TV August 2009 - August 2010
Wells Fargo July 2007 - February 2009
Dallas Observer January 2007 - July 2007
Skills
Television, Broadcast, Journalism, News Writing, Storytelling, Public Relations, Public Speaking, Research, Writing, Teaching, Editing, Lecturing, Academic Writing, Quantitative Analytics, Social Media, College Teaching, ENPS, Television News..., PowerPoint, Data Analysis, Original Research, Politics, Immigration Issues, Retail Banking, Higher Education, Sociology, AP Style, Stata, Quantitative Analysis, Media Relations
Education
University of Washington 2010 — 2013
Master of Arts (M.A.), Sociology
Fordham University 2002 — 2006
Bachelor of Arts (B.A.), Communication and Media Studies, Sociology
Edinburg North High School 1999 — 2002
Tarvinder Bedi Tarvinder Bedi's Wells Fargo Experience May 2010 - October 2012
Job Store Manager
Industry Retail
Experience
A&R Electronics October 2010 - Present
Wells Fargo May 2010 - October 2012
Self-employed 1996 - 2012
Skills
Sales, Marketing, Banking, Retail Banking, Mortgage Lending
Education
Foothill College 1998 — 2000
Associate's degree, Business/Commerce, General
Mountain View High 1994 — 1997
Diploma, GED
A&R Electronics October 2010 - Present
Wells Fargo May 2010 - October 2012
Self-employed 1996 - 2012
Skills
Sales, Marketing, Banking, Retail Banking, Mortgage Lending
Education
Foothill College 1998 — 2000
Associate's degree, Business/Commerce, General
Mountain View High 1994 — 1997
Diploma, GED
Korina Tchepoi Korina Tchepoi's Wells Fargo Experience June 2006 - November 2006
Job Lab Operations System Engineer at Ericsson
Industry Computer Software
Experience
Ericsson July 2013 - Present
Microsoft February 2012 - July 2013
Buongiorno USA May 2011 - January 2012
Microsoft April 2008 - May 2011
Danger January 2007 - April 2008
Wells Fargo June 2006 - November 2006
Digital Deck Inc December 2004 - June 2006
Planetweb Inc June 2000 - June 2004
Los Altos Software Testing House October 1999 - June 2000
Skills
Testing, Test Automation, Quality Assurance, Test Planning, Unix, Software Development, Perl, Integration, Software Engineering, Visual Studio, Android, Databases, Web Services, Computer Lab Management, Test Lab Management, IPTV, Systems Engineering, Operating Systems, IT Operations, Servers, Windows Server, IT Solutions, IT Management, TFS, Remote Desktop, Remote Troubleshooting, Microsoft Excel, GPS Navigation, GPS Devices, Location Based Services, GPS Tracking, Speech Recognition, WiFi, Foreign Languages, Localization, Localization Testing, Network Monitoring Tools, Embedded Systems, Mobile Applications, Mobile Technology, Mobile Devices, ASP.NET, Scrum, Script Editing, Shell Scripting, Debugging, Kernel Debugging, Team Leadership, Troubleshooting, Continuous Improvement
Education
Foothill College 2007 — 2007
Computer Engineering
Portnov Computer School
National Economy Academy of Russian Federation, School of International Business, Moscow, Russia 1993 — 1994
MBA, Business managment
Moscow State University of Economics, Statistics and Informatics (MESI) 1989 — 1993
BS, Informatics in Management
Ericsson July 2013 - Present
Microsoft February 2012 - July 2013
Buongiorno USA May 2011 - January 2012
Microsoft April 2008 - May 2011
Danger January 2007 - April 2008
Wells Fargo June 2006 - November 2006
Digital Deck Inc December 2004 - June 2006
Planetweb Inc June 2000 - June 2004
Los Altos Software Testing House October 1999 - June 2000
Skills
Testing, Test Automation, Quality Assurance, Test Planning, Unix, Software Development, Perl, Integration, Software Engineering, Visual Studio, Android, Databases, Web Services, Computer Lab Management, Test Lab Management, IPTV, Systems Engineering, Operating Systems, IT Operations, Servers, Windows Server, IT Solutions, IT Management, TFS, Remote Desktop, Remote Troubleshooting, Microsoft Excel, GPS Navigation, GPS Devices, Location Based Services, GPS Tracking, Speech Recognition, WiFi, Foreign Languages, Localization, Localization Testing, Network Monitoring Tools, Embedded Systems, Mobile Applications, Mobile Technology, Mobile Devices, ASP.NET, Scrum, Script Editing, Shell Scripting, Debugging, Kernel Debugging, Team Leadership, Troubleshooting, Continuous Improvement
Education
Foothill College 2007 — 2007
Computer Engineering
Portnov Computer School
National Economy Academy of Russian Federation, School of International Business, Moscow, Russia 1993 — 1994
MBA, Business managment
Moscow State University of Economics, Statistics and Informatics (MESI) 1989 — 1993
BS, Informatics in Management
Mary Jane Alexander Mary Jane Alexander's Wells Fargo Experience September 2006 - April 2013
Job CSA at Aerotek
Industry Human Resources
Experience
Aerotek April 2013 - Present
Wells Fargo September 2006 - April 2013
Skills
Loans, Banking, Cash Management, Risk Management, Customer Service, Payroll Services, Accounts Receivable, Credit, Access, Cash Flow, Retail Banking, Social Networking, Analysis, Insurance, Leadership, Financial Analysis, Time Management, Financial Services, Mortgage Lending, Process Improvement, Credit Analysis, Training, Deposits, Finance, Commercial Banking, Payroll
Education
San Jose State University 2007 — 2012
Bachelor of Applied Science (B.A.Sc.), Behavioral Sciences
Foothill College 2004 — 2006
Aerotek April 2013 - Present
Wells Fargo September 2006 - April 2013
Skills
Loans, Banking, Cash Management, Risk Management, Customer Service, Payroll Services, Accounts Receivable, Credit, Access, Cash Flow, Retail Banking, Social Networking, Analysis, Insurance, Leadership, Financial Analysis, Time Management, Financial Services, Mortgage Lending, Process Improvement, Credit Analysis, Training, Deposits, Finance, Commercial Banking, Payroll
Education
San Jose State University 2007 — 2012
Bachelor of Applied Science (B.A.Sc.), Behavioral Sciences
Foothill College 2004 — 2006
Crystal Villafane's Wells Fargo Experience June 2004 - April 2013
Job Administrative / Clerical
Industry Financial Services
Experience
Gary Plastic Packaging Corp. January 2015 - Present
Gary Plastic Packaging Corp. October 2014 - Present
Wells Fargo June 2004 - April 2013
Woogo April 2006 - December 2006
Eckerd Pharmacy October 2003 - June 2004
Skills
Banking, Credit, Consumer Lending, Risk Management, Loan Origination, Microsoft Excel, Microsoft Word, PowerPoint, Windows XP Pro, Windows 2000, Outlook, Customer Service, Customer Support, Customer Satisfaction, Phone Etiquette, File Management, File Archiving, Finance, Bookkeeping, Organization, Teamwork, Multi Tasking, Bilingual, Solid computer skills, Friendly Personality, Research, Professional..., Microsoft Office, Typing, 10 Key, Lines Of Credit, Time Management, Data Entry
Education
Fordham University 2008 — 2009
Social Work
Adlai E. Stevenson High School 2000 — 2004
Regents Diploma, Member of Arista Nation Honor Society, Silver Medal Math Award Scholarship, General Studies
Gary Plastic Packaging Corp. January 2015 - Present
Gary Plastic Packaging Corp. October 2014 - Present
Wells Fargo June 2004 - April 2013
Woogo April 2006 - December 2006
Eckerd Pharmacy October 2003 - June 2004
Skills
Banking, Credit, Consumer Lending, Risk Management, Loan Origination, Microsoft Excel, Microsoft Word, PowerPoint, Windows XP Pro, Windows 2000, Outlook, Customer Service, Customer Support, Customer Satisfaction, Phone Etiquette, File Management, File Archiving, Finance, Bookkeeping, Organization, Teamwork, Multi Tasking, Bilingual, Solid computer skills, Friendly Personality, Research, Professional..., Microsoft Office, Typing, 10 Key, Lines Of Credit, Time Management, Data Entry
Education
Fordham University 2008 — 2009
Social Work
Adlai E. Stevenson High School 2000 — 2004
Regents Diploma, Member of Arista Nation Honor Society, Silver Medal Math Award Scholarship, General Studies
Pop Up Shop Pop Up Shop's Wells Fargo Experience 2007 - 2010
Job Founder at Pop Up Shop
Industry Marketing and Advertising
Experience
Pop Up Shop 2013 - Present
Wells Fargo 2007 - 2010
Wachovia Securities Financial Network 2007 - 2010
Skills
Entrepreneurship, Start-ups, Marketing Strategy, Online Advertising, Social Media, E-commerce, Social Media Marketing, Marketing, User Experience, Online Marketing, SEO, New Business Development, Email Marketing, Digital Marketing, Public Speaking
Education
Foothill College
Architecture
University of Phoenix
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Pop Up Shop 2013 - Present
Wells Fargo 2007 - 2010
Wachovia Securities Financial Network 2007 - 2010
Skills
Entrepreneurship, Start-ups, Marketing Strategy, Online Advertising, Social Media, E-commerce, Social Media Marketing, Marketing, User Experience, Online Marketing, SEO, New Business Development, Email Marketing, Digital Marketing, Public Speaking
Education
Foothill College
Architecture
University of Phoenix
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Nic Gittings's Wells Fargo Experience February 2015 - Present
Job Program Consultant @ Wells Fargo
Industry Banking
Experience
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 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
Robert J. Maloney, IFA Robert J. Maloney, IFA's Wells Fargo Experience August 2013 - Present
Job Residential Appraisal Specialist at Wells Fargo
Industry Real Estate
Experience
Wells Fargo August 2013 - Present
MetLife Bank, N.A. April 2011 - July 2013
Professional Collateral Analysts, Inc January 2008 - May 2011
GE Money Bank, dba WMC Mortgage Corporation 2006 - 2008
Encore Credit Corp 2004 - 2006
Fremont Investment and Loan July 2002 - September 2004
Classic Appraisals Corp. 1983 - 1999
Skills
Appraisals, Mortgage, Valuation, Real Estate, FHA, Risk Management, Due Diligence, Asset Management, Mortgage Lending, Banking, Asset Managment, Credit, Investment Properties, Negotiation, Loan Origination, Leadership, Residential Homes, Loans, Reverse Mortgages, Financial Risk, Residential Mortgages, Refinance, Mortgage Banking
Education
Fordham University 1985 — 1989
Bachelor of Science (BS)
Wells Fargo August 2013 - Present
MetLife Bank, N.A. April 2011 - July 2013
Professional Collateral Analysts, Inc January 2008 - May 2011
GE Money Bank, dba WMC Mortgage Corporation 2006 - 2008
Encore Credit Corp 2004 - 2006
Fremont Investment and Loan July 2002 - September 2004
Classic Appraisals Corp. 1983 - 1999
Skills
Appraisals, Mortgage, Valuation, Real Estate, FHA, Risk Management, Due Diligence, Asset Management, Mortgage Lending, Banking, Asset Managment, Credit, Investment Properties, Negotiation, Loan Origination, Leadership, Residential Homes, Loans, Reverse Mortgages, Financial Risk, Residential Mortgages, Refinance, Mortgage Banking
Education
Fordham University 1985 — 1989
Bachelor of Science (BS)
Angela Lambing Angela Lambing's Wells Fargo Experience January 1998 - May 2005
Job Business Objects Developer at SSM Health Care
Industry Information Technology and Services
Experience
SSM Health Care May 2012 - Present
Monsanto January 2012 - April 2012
Scott Air Force Base (AMYX) January 2010 - December 2011
Anheuser-Busch InBev (IBridge) May 2005 - December 2008
Wells Fargo January 1998 - May 2005
St. Louis Metropolitan Police Department September 1993 - January 1998
Education
Fontbonne University 2009 — 2010
Bachelor, Corporate Communications
St. Louis Community College 1988 — 2000
Art, Computer Science
SSM Health Care May 2012 - Present
Monsanto January 2012 - April 2012
Scott Air Force Base (AMYX) January 2010 - December 2011
Anheuser-Busch InBev (IBridge) May 2005 - December 2008
Wells Fargo January 1998 - May 2005
St. Louis Metropolitan Police Department September 1993 - January 1998
Education
Fontbonne University 2009 — 2010
Bachelor, Corporate Communications
St. Louis Community College 1988 — 2000
Art, Computer Science
Jozsef Hegedus Jozsef Hegedus's Wells Fargo Experience February 2007 - Present
Job Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo February 2007 - Present
Skills
Credit, Trading, Risk Management, Customer Relations, Customer Service, Excel, Microsoft Office, Financial Analysis, Problem Solving, Fund Administration, Alternative Investments, Hedge Funds, Operations Management, Securities, Banking
Education
Fordham University - Graduate School of Business Administration 1996 — 1998
MBA
University of Economics, Budapest Hungary
Economics
Wells Fargo February 2007 - Present
Skills
Credit, Trading, Risk Management, Customer Relations, Customer Service, Excel, Microsoft Office, Financial Analysis, Problem Solving, Fund Administration, Alternative Investments, Hedge Funds, Operations Management, Securities, Banking
Education
Fordham University - Graduate School of Business Administration 1996 — 1998
MBA
University of Economics, Budapest Hungary
Economics
Andrew Hirsch Andrew Hirsch's Wells Fargo Experience September 2015 - Present
Job Seasoned Credit Risk Analyst With Deep Experience In Counterparty Analysis.
Industry Financial Services
Experience
Wells Fargo September 2015 - Present
Wells Fargo September 2015 - Present
First Data Corporation December 2008 - September 2015
MF Global 2006 - 2008
Bear Stearns 2003 - 2006
Skills
Financial Modeling, Credit Analysis, Credit Risk, Bloomberg, Finance, Credit, Investments, Financial Risk, Leadership, Management, Trading, Analysis, Program Management, Capital Markets, Portfolio Management, Equities, Economics, Risk Management, Financial Analysis, Cash Flow, Corporate Finance, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Valuation, Derivatives, Asset Management, Securities, Due Diligence, Financial Markets, Business Analysis, Analytics, Private Equity, Banking, Mergers, Accounting, Mutual Funds, Alternative Investments, Emerging Markets, Loans, Strategy, Options, Financial Reporting, Equity Research
Education
Fordham University - Graduate School of Business Administration 2002 — 2004
MBA, Finance
University of Miami 1992 — 1996
BA, Political Science
Wells Fargo September 2015 - Present
Wells Fargo September 2015 - Present
First Data Corporation December 2008 - September 2015
MF Global 2006 - 2008
Bear Stearns 2003 - 2006
Skills
Financial Modeling, Credit Analysis, Credit Risk, Bloomberg, Finance, Credit, Investments, Financial Risk, Leadership, Management, Trading, Analysis, Program Management, Capital Markets, Portfolio Management, Equities, Economics, Risk Management, Financial Analysis, Cash Flow, Corporate Finance, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Valuation, Derivatives, Asset Management, Securities, Due Diligence, Financial Markets, Business Analysis, Analytics, Private Equity, Banking, Mergers, Accounting, Mutual Funds, Alternative Investments, Emerging Markets, Loans, Strategy, Options, Financial Reporting, Equity Research
Education
Fordham University - Graduate School of Business Administration 2002 — 2004
MBA, Finance
University of Miami 1992 — 1996
BA, Political Science
Jessica Stern Jessica Stern's Wells Fargo Experience July 2001 - May 2007
Job Vice President/Supervisory Analyst at Jefferies & Co.
Industry Financial Services
Experience
Jefferies & Company May 2007 - Present
Wells Fargo July 2001 - May 2007
Credit Suisse October 1997 - September 1998
Sanford C. Bernstein 1992 - 1997
Simmons Boardman April 1990 - April 1992
Skills
Equities, Equity Research, Series 7, Research, Series 24, Compliance, Series 87
Education
Fordham University 1992 — 1997
B.A., Cinema Studies
New York University 1986 — 1988
Film
Stuyvesant High School 1982 — 1986
HS
Jefferies & Company May 2007 - Present
Wells Fargo July 2001 - May 2007
Credit Suisse October 1997 - September 1998
Sanford C. Bernstein 1992 - 1997
Simmons Boardman April 1990 - April 1992
Skills
Equities, Equity Research, Series 7, Research, Series 24, Compliance, Series 87
Education
Fordham University 1992 — 1997
B.A., Cinema Studies
New York University 1986 — 1988
Film
Stuyvesant High School 1982 — 1986
HS
Matt Van Orden Matt Van Orden's Wells Fargo Experience October 2013 - Present
Job Treasury Management Sales Assistant at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2013 - Present
Wells Fargo Insurance Services May 2011 - October 2013
Skills
Portfolio Management, Mergers, Advertising, Insurance, Financial Services, Banking, Mergers & Acquisitions, Hedge Funds, Sales, Management, Financial Analysis, Sales Operations, Marketing, Finance, Leadership
Education
Fordham University 2008 — 2012
Bachelor's degree, Business Administration and Management, General, Senior
Delbarton School 2004 — 2008
Morris Plains Borough School 1996 — 2004
Wells Fargo October 2013 - Present
Wells Fargo Insurance Services May 2011 - October 2013
Skills
Portfolio Management, Mergers, Advertising, Insurance, Financial Services, Banking, Mergers & Acquisitions, Hedge Funds, Sales, Management, Financial Analysis, Sales Operations, Marketing, Finance, Leadership
Education
Fordham University 2008 — 2012
Bachelor's degree, Business Administration and Management, General, Senior
Delbarton School 2004 — 2008
Morris Plains Borough School 1996 — 2004
Laura Lyman Laura Lyman's Wells Fargo Experience 2002 - 2015
Job Information Security Analyst
Industry Information Technology and Services
Experience
Wells Fargo 2002 - 2015
Wachovia Corporation a Wells Fargo Company 2004 - 2007
Wachovia Corporation a Wells Fargo Company 2001 - 2002
Wachovia Corporation a Wells Fargo Company 1997 - 2001
Skills
Security, Critical Thinking, Information Security, ArcSight, TippingPoint IPS, Air Defense, Netcool, Threat Analysis, Remedy PAC2000 Ticket..., Visio, Incident Handling, Hardware, Servers, Windows Server, Business Analysis, Firewalls, Help Desk Support, IT Operations, Information Technology, SDLC, Disaster Recovery, Risk Management, Vendor Management
Education
Salem College 2001 — 2006
Bachelor's degree, Religion/Religious Studies
Forsyth Technical Community College 1995 — 1997
Associate's degree, Radiologic Technology/Science - Radiographer
Forsyth Technical Community College 1987 — 1989
Associate's degree, Business Administration and Management, General
Wells Fargo 2002 - 2015
Wachovia Corporation a Wells Fargo Company 2004 - 2007
Wachovia Corporation a Wells Fargo Company 2001 - 2002
Wachovia Corporation a Wells Fargo Company 1997 - 2001
Skills
Security, Critical Thinking, Information Security, ArcSight, TippingPoint IPS, Air Defense, Netcool, Threat Analysis, Remedy PAC2000 Ticket..., Visio, Incident Handling, Hardware, Servers, Windows Server, Business Analysis, Firewalls, Help Desk Support, IT Operations, Information Technology, SDLC, Disaster Recovery, Risk Management, Vendor Management
Education
Salem College 2001 — 2006
Bachelor's degree, Religion/Religious Studies
Forsyth Technical Community College 1995 — 1997
Associate's degree, Radiologic Technology/Science - Radiographer
Forsyth Technical Community College 1987 — 1989
Associate's degree, Business Administration and Management, General
Anthony M. Battaglia Anthony M. Battaglia's Wells Fargo Experience June 2008 - August 2008
Job Account Executive at Yotpo
Industry Computer Software
Experience
Handshake Corp. November 2014 - September 2015
Main Street Hub August 2014 - October 2014
AxialMarket September 2011 - January 2012
Societe Generale October 2010 - June 2011
Brevet Capital Management September 2010 - October 2010
Timescape Global Capital June 2009 - September 2009
Wells Fargo June 2008 - August 2008
Skills
Bloomberg Terminal, Enterprise Valuation, Equities, Investment Banking, Idea Generation, Business Strategy, Business Development, Sales, Strategic Consulting, Marketing, Marketing Strategy, Startup Development, Emerging Markets, Venture Capital, Private Equity, QuickBooks, Microsoft Excel
Education
Fordham University 2006 — 2010
Bachelor of Science, Business Administration - Finance and Economics, Summa Cum Laude
Handshake Corp. November 2014 - September 2015
Main Street Hub August 2014 - October 2014
AxialMarket September 2011 - January 2012
Societe Generale October 2010 - June 2011
Brevet Capital Management September 2010 - October 2010
Timescape Global Capital June 2009 - September 2009
Wells Fargo June 2008 - August 2008
Skills
Bloomberg Terminal, Enterprise Valuation, Equities, Investment Banking, Idea Generation, Business Strategy, Business Development, Sales, Strategic Consulting, Marketing, Marketing Strategy, Startup Development, Emerging Markets, Venture Capital, Private Equity, QuickBooks, Microsoft Excel
Education
Fordham University 2006 — 2010
Bachelor of Science, Business Administration - Finance and Economics, Summa Cum Laude
Brandi Fanning Brandi Fanning's Wells Fargo Experience December 2008 - June 2009
Job Teacher at Baltimore City Public Schools
Industry Education Management
Experience
Baltimore City Public Schools July 2009 - Present
Wells Fargo December 2008 - June 2009
Pickled Parrot September 2006 - April 2008
Skills
K-12 Education, Teaching English as a..., Common Core State..., Differentiated..., Arts Integration, Classroom Management, Teaching, Integrating Technology..., Microsoft Office, Lesson Planning, Elementary Education, Secondary Education, Art Education, Literacy, Photoshop, TESOL, Tutoring, Visual Arts, Prezi, Microsoft Word, Microsoft Excel, PowerPoint, Educational Technology, Curriculum Development
Education
Notre Dame of Maryland University 2010 — 2012
Master of Education (MEd), Leadership in Teaching (TESOL concentration)
Fordham University 2000 — 2003
Bachelor of Arts (BA), Visual Art concentration Film and Video
Charm City Yoga
east islip high school
Baltimore City Public Schools July 2009 - Present
Wells Fargo December 2008 - June 2009
Pickled Parrot September 2006 - April 2008
Skills
K-12 Education, Teaching English as a..., Common Core State..., Differentiated..., Arts Integration, Classroom Management, Teaching, Integrating Technology..., Microsoft Office, Lesson Planning, Elementary Education, Secondary Education, Art Education, Literacy, Photoshop, TESOL, Tutoring, Visual Arts, Prezi, Microsoft Word, Microsoft Excel, PowerPoint, Educational Technology, Curriculum Development
Education
Notre Dame of Maryland University 2010 — 2012
Master of Education (MEd), Leadership in Teaching (TESOL concentration)
Fordham University 2000 — 2003
Bachelor of Arts (BA), Visual Art concentration Film and Video
Charm City Yoga
east islip high school
Daniel Vidri Daniel Vidri's Wells Fargo Experience August 2008 - December 2011
Job Auto Damage Adjuster at GEICO
Industry Banking
Experience
GEICO March 2014 - Present
Bank of the West November 2013 - January 2014
KeyPoint Credit Union January 2012 - November 2013
Wells Fargo August 2008 - December 2011
Borders August 2006 - December 2007
Skills
Auto Claims, Automotive Repair, Analysis, Banking, Retail Banking, Financial Services, Creative Problem Solving, Research, Internet, Microsoft Office, Social Media, Account Management, Communication, Interpersonal Skill, Problem Solving, Problem Analysis, Problem Management, Computers, Computer Repair, Computer Maintenance, Computer Security, Adobe Creative Suite, Digital Photography, Digital Imaging, Writing, Creative Writing, Speech Writing, News Writing, Copy Editing, Social Networking, Visual Arts, Wood Carving, Craft Beer, Mathematics, Customer Service, Sales
Education
Foothill College
Psychology
GEICO March 2014 - Present
Bank of the West November 2013 - January 2014
KeyPoint Credit Union January 2012 - November 2013
Wells Fargo August 2008 - December 2011
Borders August 2006 - December 2007
Skills
Auto Claims, Automotive Repair, Analysis, Banking, Retail Banking, Financial Services, Creative Problem Solving, Research, Internet, Microsoft Office, Social Media, Account Management, Communication, Interpersonal Skill, Problem Solving, Problem Analysis, Problem Management, Computers, Computer Repair, Computer Maintenance, Computer Security, Adobe Creative Suite, Digital Photography, Digital Imaging, Writing, Creative Writing, Speech Writing, News Writing, Copy Editing, Social Networking, Visual Arts, Wood Carving, Craft Beer, Mathematics, Customer Service, Sales
Education
Foothill College
Psychology
Rich Daileader's Wells Fargo Experience 2010 - January 2012
Job Managing Director at Ally Corporate Finance
Industry Financial Services
Experience
Ally Corporate Finance January 2012 - Present
Appalachian Trail Conservancy 2011 - Present
Wells Fargo 2010 - January 2012
Churchill Financial 2006 - 2008
First Union Securities 1994 - 2006
UBS Capital 1991 - 1994
Manufacturers Hanover Trust 1981 - 1987
Education
Fordham University - Graduate School of Business Administration 1979 — 1982
MBA, Finance
St. John's University 1977 — 1979
BS, Business Administration
University of Maine, Orono 1975 — 1977
Business Administration
Ally Corporate Finance January 2012 - Present
Appalachian Trail Conservancy 2011 - Present
Wells Fargo 2010 - January 2012
Churchill Financial 2006 - 2008
First Union Securities 1994 - 2006
UBS Capital 1991 - 1994
Manufacturers Hanover Trust 1981 - 1987
Education
Fordham University - Graduate School of Business Administration 1979 — 1982
MBA, Finance
St. John's University 1977 — 1979
BS, Business Administration
University of Maine, Orono 1975 — 1977
Business Administration
Daniel Abraham Daniel Abraham's Wells Fargo Experience 2004 - 2005
Job Managing Director at Cantor Fitzgerald
Industry Capital Markets
Experience
Cantor Fitzgerald 2011 - Present
Guggenheim Partners 2009 - 2011
Washington Mutual 2005 - 2006
Wells Fargo 2004 - 2005
Skills
Structured Products, Fixed Income, ABS, CMBS, Securitization, Structured Finance, Bonds, Capital Markets, Bloomberg, Portfolio Management, High Yield, Derivatives, MBS, Emerging Markets, Residential Mortgages, European ABS, CLO, CDO, CDS, Asset Based Lending, Intex, Mortgage-backed..., Series 7, Series 63, CSO, Trading, SME, Insurance Linked..., Trust Preferred..., Auction Rate Securities, Municipals, Non Mortgage ABS, Polypaths, XXX, Student Loans, Catastrophe Bonds, RMBS, Agency MBS, EETC, Aircraft ABS, CRE CDO, TRUPS, CBO, Hedge Funds, Credit Derivatives, Fixed Income Analysis, Credit, Swaps
Education
Fordham University - Graduate School of Business Administration 2007 — 2008
MBA, Finance & Management
Cantor Fitzgerald 2011 - Present
Guggenheim Partners 2009 - 2011
Washington Mutual 2005 - 2006
Wells Fargo 2004 - 2005
Skills
Structured Products, Fixed Income, ABS, CMBS, Securitization, Structured Finance, Bonds, Capital Markets, Bloomberg, Portfolio Management, High Yield, Derivatives, MBS, Emerging Markets, Residential Mortgages, European ABS, CLO, CDO, CDS, Asset Based Lending, Intex, Mortgage-backed..., Series 7, Series 63, CSO, Trading, SME, Insurance Linked..., Trust Preferred..., Auction Rate Securities, Municipals, Non Mortgage ABS, Polypaths, XXX, Student Loans, Catastrophe Bonds, RMBS, Agency MBS, EETC, Aircraft ABS, CRE CDO, TRUPS, CBO, Hedge Funds, Credit Derivatives, Fixed Income Analysis, Credit, Swaps
Education
Fordham University - Graduate School of Business Administration 2007 — 2008
MBA, Finance & Management
Robert Jarahian's Wells Fargo Experience March 2014 - Present
Job Brokerage Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2014 - Present
Wells Fargo March 2014 - Present
EJ Sterling January 2013 - March 2014
Thomas Publishing October 2011 - February 2012
Skills
Series 63, Series 7, Series 65, Finance, Securities, Asset Allocation, Hedge Funds, Alternative Investments, Insurance, Management, Wealth Management, Mutual Funds, Bloomberg, Equities, Fixed Income, Investments, Asset Management
Education
Fordham University 2003 — 2005
B.S.C., Finance
University of Scranton 2001 — 2002
Christian Brothers Academy 1997 — 2001
Diploma
Wells Fargo Advisors June 2014 - Present
Wells Fargo March 2014 - Present
EJ Sterling January 2013 - March 2014
Thomas Publishing October 2011 - February 2012
Skills
Series 63, Series 7, Series 65, Finance, Securities, Asset Allocation, Hedge Funds, Alternative Investments, Insurance, Management, Wealth Management, Mutual Funds, Bloomberg, Equities, Fixed Income, Investments, Asset Management
Education
Fordham University 2003 — 2005
B.S.C., Finance
University of Scranton 2001 — 2002
Christian Brothers Academy 1997 — 2001
Diploma
Sherry Coles Sherry Coles's Wells Fargo Experience 2005 - 2006
Job Registered Tax Return Preparer and Accountant
Industry Financial Services
Experience
Know Tax, LLC 1975 - Present
Federal Deposit Insurance Corporation July 2010 - April 2014
J.P. Morgan 2007 - 2009
Wells Fargo 2005 - 2006
The Bank of New York (BNY Mellon) 1997 - 2005
Fleet Bank (FleetBoston Financial) 1992 - 1994
Citibank 1977 - 1992
Arthur Andersen & Co. 1974 - 1977
Skills
Investments, Financial Analysis, Banking, Credit, Loans, Mortgage Lending, Relationship Management, Finance, Wealth Management, Financial Risk, Management, Analysis, Corporate Finance, Auditing, Financial Services, Mortgage Banking, Leadership, Accounting, Structured Finance, Portfolio Management, Credit Analysis, Risk Management, Credit Risk, Commercial Lending, Executive Management, Insurance, Valuation, Underwriting, Tax Preparation, Due Diligence, AML, Financial Institutions, Fraud, Investment Banking, Residential Mortgages, Asset Management, Securities, Private Banking, Capital Markets, Mutual Funds, Loan Origination, Real Estate, Commercial Banking, Cash Management, Investment Management, Operational Risk, Strategic Financial..., Enterprise Risk..., Treasury Management, Loan Servicing
Education
Fordham University - Graduate School of Business Administration 1978 — 1980
MBA, Finance
University of Cincinnati College of Business 1970 — 1974
BBA, Accounting
Baruch College
Certified Financial Planning Courses
Citibank Officer Credit Analysis Training Program
Professional Development
Know Tax, LLC 1975 - Present
Federal Deposit Insurance Corporation July 2010 - April 2014
J.P. Morgan 2007 - 2009
Wells Fargo 2005 - 2006
The Bank of New York (BNY Mellon) 1997 - 2005
Fleet Bank (FleetBoston Financial) 1992 - 1994
Citibank 1977 - 1992
Arthur Andersen & Co. 1974 - 1977
Skills
Investments, Financial Analysis, Banking, Credit, Loans, Mortgage Lending, Relationship Management, Finance, Wealth Management, Financial Risk, Management, Analysis, Corporate Finance, Auditing, Financial Services, Mortgage Banking, Leadership, Accounting, Structured Finance, Portfolio Management, Credit Analysis, Risk Management, Credit Risk, Commercial Lending, Executive Management, Insurance, Valuation, Underwriting, Tax Preparation, Due Diligence, AML, Financial Institutions, Fraud, Investment Banking, Residential Mortgages, Asset Management, Securities, Private Banking, Capital Markets, Mutual Funds, Loan Origination, Real Estate, Commercial Banking, Cash Management, Investment Management, Operational Risk, Strategic Financial..., Enterprise Risk..., Treasury Management, Loan Servicing
Education
Fordham University - Graduate School of Business Administration 1978 — 1980
MBA, Finance
University of Cincinnati College of Business 1970 — 1974
BBA, Accounting
Baruch College
Certified Financial Planning Courses
Citibank Officer Credit Analysis Training Program
Professional Development
Eric Weber's Wells Fargo Experience 1986 - 1997
Job Managing Director | National Sales Manager | Investment Management | "Engine for Tomorrow's Growth"
Industry Investment Management
Experience
The Hartford May 2006 - January 2015
Morningstar, Inc June 2003 - May 2006
mPower March 1999 - June 2003
Imperial Bank 1997 - 1999
Wells Fargo 1986 - 1997
Skills
401k, Mutual Funds, Series 7, Investments, Series 63, Retirement, Asset Allocation, Fixed Income, Retirement Planning, Alternative Investments, Series 6, Leadership, Retirement Plan..., Sales Management, Investment Strategies, Securities, Investment Advisory, Asset Management, Uniform Combined State..., Relationship Management, FINRA, Defined Benefit, Equities, Investment Management, Separately Managed..., Employee Benefits, Series 24, Wealth Management, Sales, Series 65, Financial Services, Institutional..., Critical Thinking, Defined Contribution, Fixed Annuities, ETFs, Financial Advisory, ERISA, Business Strategy, Asset Managment, Pensions, Bonds, Institutional, Morningstar, Strategic Financial..., Managing Director, National Sales Manager, Financial Planning
Education
Fordham University
BS, Finance
The Hartford May 2006 - January 2015
Morningstar, Inc June 2003 - May 2006
mPower March 1999 - June 2003
Imperial Bank 1997 - 1999
Wells Fargo 1986 - 1997
Skills
401k, Mutual Funds, Series 7, Investments, Series 63, Retirement, Asset Allocation, Fixed Income, Retirement Planning, Alternative Investments, Series 6, Leadership, Retirement Plan..., Sales Management, Investment Strategies, Securities, Investment Advisory, Asset Management, Uniform Combined State..., Relationship Management, FINRA, Defined Benefit, Equities, Investment Management, Separately Managed..., Employee Benefits, Series 24, Wealth Management, Sales, Series 65, Financial Services, Institutional..., Critical Thinking, Defined Contribution, Fixed Annuities, ETFs, Financial Advisory, ERISA, Business Strategy, Asset Managment, Pensions, Bonds, Institutional, Morningstar, Strategic Financial..., Managing Director, National Sales Manager, Financial Planning
Education
Fordham University
BS, Finance
Mike Breland's Wells Fargo Experience November 2013 - December 2014
Job Mortgage Loan Officer at Montage Mortgage
Industry Marketing and Advertising
Experience
Montage Mortgage September 2015 - Present
Reliance First Capital, LLC December 2014 - September 2015
Wells Fargo November 2013 - December 2014
Grainger September 2012 - September 2013
Dunbar Armored December 2010 - April 2012
Aramark Uniform Services February 2010 - December 2010
Maxim Healthcare Services January 2009 - January 2010
Enterprise Rent-A-Car February 2005 - December 2008
Skills
Sales, Account Management, Cold Calling, Customer Service, Customer Retention, Team Building, Sales Process, Customer Satisfaction, Leadership, B2B, Marketing, Sales Management, Salesforce.com, New Business Development, Time Management, Recruiting, CRM, Event Planning, Selling, Coaching, Territory Account...
Education
Liberty University 2011 — 2014
Master of Science (MS), Sports Administration
North Georgia College and State University 2002 — 2004
BBA, Management
Foothill College 2001 — 2002
AA, Sociology
Marist High School
High School Diploma
Montage Mortgage September 2015 - Present
Reliance First Capital, LLC December 2014 - September 2015
Wells Fargo November 2013 - December 2014
Grainger September 2012 - September 2013
Dunbar Armored December 2010 - April 2012
Aramark Uniform Services February 2010 - December 2010
Maxim Healthcare Services January 2009 - January 2010
Enterprise Rent-A-Car February 2005 - December 2008
Skills
Sales, Account Management, Cold Calling, Customer Service, Customer Retention, Team Building, Sales Process, Customer Satisfaction, Leadership, B2B, Marketing, Sales Management, Salesforce.com, New Business Development, Time Management, Recruiting, CRM, Event Planning, Selling, Coaching, Territory Account...
Education
Liberty University 2011 — 2014
Master of Science (MS), Sports Administration
North Georgia College and State University 2002 — 2004
BBA, Management
Foothill College 2001 — 2002
AA, Sociology
Marist High School
High School Diploma
Frances Thornton Frances Thornton's Wells Fargo Experience 2012 - Present
Job Sharepoint Developer at Acuity Healthcare, LP
Industry Information Technology and Services
Experience
Acuity Healthcare, LP July 2013 - Present
Wells Fargo 2012 - Present
blackhairnet.tv January 2005 - Present
Bank of America 2006 - 2007
Yale University January 1999 - August 2004
Skills
Business Analysis, Visio, Microsoft SQL Server, Microsoft Office, SharePoint, SDLC, Project Management
Education
Fordham University 1996 — 2000
B.S., Computer Information Systems
Acuity Healthcare, LP July 2013 - Present
Wells Fargo 2012 - Present
blackhairnet.tv January 2005 - Present
Bank of America 2006 - 2007
Yale University January 1999 - August 2004
Skills
Business Analysis, Visio, Microsoft SQL Server, Microsoft Office, SharePoint, SDLC, Project Management
Education
Fordham University 1996 — 2000
B.S., Computer Information Systems
Lynn Gold Lynn Gold's Wells Fargo Experience July 2010 - October 2010
Job Lead Information Developer at Lenovo
Industry Writing and Editing
Experience
Lenovo October 2014 - Present
IBM January 2013 - September 2014
Computer Task Group June 2011 - January 2013
Traffic.com September 2005 - May 2012
Silver Spring Networks January 2011 - April 2011
Wells Fargo July 2010 - October 2010
Expert Support October 2009 - December 2009
KLIV December 1994 - September 2009
Empire Broadcasting December 1994 - September 2009
1590 KLIV News December 1994 - September 2009
Skills
HTML, FrameMaker, Dreamweaver, Photoshop, Illustrator, Microsoft Office, Finale, Pro Tools, News Writing, Broadcast Journalism, Traffic Reporting, Radio Broadcasting, Software Documentation, Content Management, Technical Writing, Visio, Manuals, Unix, Blogging, Copy Editing, Editing, Release Notes, Adobe Acrobat, Web Content, Copywriting, Online Help, Social Media, Creative Writing, Java, RoboHelp, Publishing, SharePoint, Radio, Proofreading, Windows, Storytelling, Content Strategy, DITA, Broadcast, Databases, AP Style, Journalism, Newsletters, Feature Articles, Audio Editing, Publications, Technical Communication, Content Development, Editorial, Web Content Management
Education
San Jose State University 1988 — 1990
BA, Journalism
Foothill College 1986 — 1987
AA, Radio Broadcasting/Journalism
Lenovo October 2014 - Present
IBM January 2013 - September 2014
Computer Task Group June 2011 - January 2013
Traffic.com September 2005 - May 2012
Silver Spring Networks January 2011 - April 2011
Wells Fargo July 2010 - October 2010
Expert Support October 2009 - December 2009
KLIV December 1994 - September 2009
Empire Broadcasting December 1994 - September 2009
1590 KLIV News December 1994 - September 2009
Skills
HTML, FrameMaker, Dreamweaver, Photoshop, Illustrator, Microsoft Office, Finale, Pro Tools, News Writing, Broadcast Journalism, Traffic Reporting, Radio Broadcasting, Software Documentation, Content Management, Technical Writing, Visio, Manuals, Unix, Blogging, Copy Editing, Editing, Release Notes, Adobe Acrobat, Web Content, Copywriting, Online Help, Social Media, Creative Writing, Java, RoboHelp, Publishing, SharePoint, Radio, Proofreading, Windows, Storytelling, Content Strategy, DITA, Broadcast, Databases, AP Style, Journalism, Newsletters, Feature Articles, Audio Editing, Publications, Technical Communication, Content Development, Editorial, Web Content Management
Education
San Jose State University 1988 — 1990
BA, Journalism
Foothill College 1986 — 1987
AA, Radio Broadcasting/Journalism
Kenneth A. Hollander Kenneth A. Hollander's Wells Fargo Experience June 2006 - January 2011
Job Senior Vice President / Capital Markets Credit Risk Manager at Bank of America
Industry Banking
Experience
Bank of America June 2011 - Present
Modern Bank, N.A. February 2011 - June 2011
Wells Fargo June 2006 - January 2011
The Bank of New York Mellon January 2006 - July 2006
JPMorgan Chase February 1994 - January 2006
Skills
Capital Markets, Structuring, Hedge Funds, Credit, Commercial Credit, Credit Portfolio..., Credit Risk, Risk, Private Equity, Risk Management, Corporate Finance, Due Diligence, Credit Analysis, Derivatives, Banking, Structured Finance, Restructuring, Alternative Investments, Fund Of Funds, Portfolio Management, Financial Risk, Trading, Loans, Fixed Income, Underwriting, Private Banking, Investment Banking, Securities, Equities, Wealth Management, Asset Allocation, FX Options, Investment Advisory, Structured Products, Bloomberg, Cash Management, Asset Management, Investment Management, Bonds, Investments, Commercial Lending
Education
Fordham Gabelli School of Business 1996 — 2000
MBA, Finance
University of South Florida 1989 — 1991
BS, Finance
Bank of America June 2011 - Present
Modern Bank, N.A. February 2011 - June 2011
Wells Fargo June 2006 - January 2011
The Bank of New York Mellon January 2006 - July 2006
JPMorgan Chase February 1994 - January 2006
Skills
Capital Markets, Structuring, Hedge Funds, Credit, Commercial Credit, Credit Portfolio..., Credit Risk, Risk, Private Equity, Risk Management, Corporate Finance, Due Diligence, Credit Analysis, Derivatives, Banking, Structured Finance, Restructuring, Alternative Investments, Fund Of Funds, Portfolio Management, Financial Risk, Trading, Loans, Fixed Income, Underwriting, Private Banking, Investment Banking, Securities, Equities, Wealth Management, Asset Allocation, FX Options, Investment Advisory, Structured Products, Bloomberg, Cash Management, Asset Management, Investment Management, Bonds, Investments, Commercial Lending
Education
Fordham Gabelli School of Business 1996 — 2000
MBA, Finance
University of South Florida 1989 — 1991
BS, Finance
Michael Zuccarello Michael Zuccarello's Wells Fargo Experience September 2015 - Present
Job Strategic Communications Leader at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2015 - Present
Wells Fargo Advisors, LLC February 2012 - September 2015
SIFMA Securities Industry Institute 2004 - May 2013
Wells Fargo Advisors May 2007 - February 2012
A.G. Edwards October 1991 - October 2007
Multiple Daily Newspapers 1985 - 1991
Skills
Leadership Development, Organizational Culture, High Performance Teams, Strategic Thinking, Team Leadership, Strategic Communications, Management
Education
Saint Louis University 2002 — 2005
Masters, Organizational Communication
University of Pennsylvania - The Wharton School 2001 — 2004
Executive Education, Securities Industry Institute
Fordham University 1983 — 1986
Bachelors, Communications
Spackenkill High School 1979 — 1983
Wells Fargo September 2015 - Present
Wells Fargo Advisors, LLC February 2012 - September 2015
SIFMA Securities Industry Institute 2004 - May 2013
Wells Fargo Advisors May 2007 - February 2012
A.G. Edwards October 1991 - October 2007
Multiple Daily Newspapers 1985 - 1991
Skills
Leadership Development, Organizational Culture, High Performance Teams, Strategic Thinking, Team Leadership, Strategic Communications, Management
Education
Saint Louis University 2002 — 2005
Masters, Organizational Communication
University of Pennsylvania - The Wharton School 2001 — 2004
Executive Education, Securities Industry Institute
Fordham University 1983 — 1986
Bachelors, Communications
Spackenkill High School 1979 — 1983
Amanda Kane, LCSW's Wells Fargo Experience August 2014 - Present
Job Assistant VP, Employee Assistance ConsultingCorporate HR, Wells Fargo Co.
Industry Financial Services
Experience
Wells Fargo August 2014 - Present
Metro-North Railroad February 2012 - August 2014
Fairleigh Dickinson University January 2009 - April 2012
Fairleigh Dickinson University 2007 - 2009
Corporate Counseling Associates 2006 - 2007
Penguin Group USA 1998 - 2005
Skills
Psychotherapy, Mental Health Counseling, Psychology, Community Outreach, Counseling Psychology, Family Therapy, Public Speaking, Career Counseling, Program Development, SAP, Mental Health, Crisis Intervention, LCSW NY and NJ, ACSW CA, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Negotiation, Adolescents, Group Therapy, Clinical Supervision, CBT, Threat Assessment, Domestic Violence..., Training Delivery, Behavioral Health
Education
Vassar College 1992 — 1996
BA, English
Fordham University 2002 — 2005
MSW, Social Work
Wells Fargo August 2014 - Present
Metro-North Railroad February 2012 - August 2014
Fairleigh Dickinson University January 2009 - April 2012
Fairleigh Dickinson University 2007 - 2009
Corporate Counseling Associates 2006 - 2007
Penguin Group USA 1998 - 2005
Skills
Psychotherapy, Mental Health Counseling, Psychology, Community Outreach, Counseling Psychology, Family Therapy, Public Speaking, Career Counseling, Program Development, SAP, Mental Health, Crisis Intervention, LCSW NY and NJ, ACSW CA, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Negotiation, Adolescents, Group Therapy, Clinical Supervision, CBT, Threat Assessment, Domestic Violence..., Training Delivery, Behavioral Health
Education
Vassar College 1992 — 1996
BA, English
Fordham University 2002 — 2005
MSW, Social Work
Adam Kleinman Adam Kleinman's Wells Fargo Experience 2015 - Present
Job Commercial Banking Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo 2015 - Present
Wells Fargo 2013 - 2015
JPMorgan Chase 2012 - 2013
Caveat Emptor Capital Management 2012 - 2012
Zions Bancorporation 2012 - 2012
Advent Capital Management 2010 - 2011
Credit Suisse 2007 - 2010
Skills
Valuation, Equity Research, Bloomberg, Financial Modeling, Commercial Banking, Sales, Banking, Comparable Analysis, Credit, Lines Of Credit, Research, Capital IQ, Loans, Middle Market, Strategy, Writing, Accounting, Financial Reporting, Business Objects, Excel, Value Investing, Thomson One, PowerPoint, Bloomberg Terminal, Fixed Income
Education
Fordham Gabelli School of Business 2011 — 2013
MBA, Finance, GPA - 3.97
University of Maryland - Robert H. Smith School of Business 2003 — 2007
BS, Finance, GPA - 3.44
Wells Fargo 2015 - Present
Wells Fargo 2013 - 2015
JPMorgan Chase 2012 - 2013
Caveat Emptor Capital Management 2012 - 2012
Zions Bancorporation 2012 - 2012
Advent Capital Management 2010 - 2011
Credit Suisse 2007 - 2010
Skills
Valuation, Equity Research, Bloomberg, Financial Modeling, Commercial Banking, Sales, Banking, Comparable Analysis, Credit, Lines Of Credit, Research, Capital IQ, Loans, Middle Market, Strategy, Writing, Accounting, Financial Reporting, Business Objects, Excel, Value Investing, Thomson One, PowerPoint, Bloomberg Terminal, Fixed Income
Education
Fordham Gabelli School of Business 2011 — 2013
MBA, Finance, GPA - 3.97
University of Maryland - Robert H. Smith School of Business 2003 — 2007
BS, Finance, GPA - 3.44
Linda Soldatos Linda Soldatos's Wells Fargo Experience 2012 - Present
Job SVP Marketing, Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2012 - Present
Foundry9 2012 - Present
Union Bank 2009 - Present
Taproot Foundation 2008 - Present
Red Angel Enterprises 2007 - Present
Monster Worldwide 2006 - Present
JPMorgan Chase 1998 - 2005
JPMorgan Chase 1991 - 1998
Skills
Direct Marketing, Product Marketing, Business Intelligence, CRM, Integrated Marketing, Product Development, Sales Enablement, Customer Experience, Customer Experience..., Business Transformation, Process Improvement, P&L Management, Technology..., Digital Marketing, Telemarketing, Customer Lifecycle..., B2B, B2B Marketing, B2C marketing, B2B services, B2B eCommerce, Brand Development, Decision Management, SEM, Management, Marketing Strategy, Market Research, Start-ups, Strategy, Segmentation, Risk Management, E-commerce, Multi-channel Marketing, Customer Acquisition, SaaS, Enterprise Software, Web Analytics, Lead Generation, Leadership, Go-to-market Strategy, Sales Operations, Business Strategy, Executive Management, Strategic Partnerships, Strategic Planning, Competitive Analysis, Mergers & Acquisitions, Analytics, Marketing, Financial Services
Education
Fordham University
Ph.D., Economics
New York University
Professional Certificate, Digital Media and Interactive Marketing
New York University - Leonard N. Stern School of Business
M.B.A., Finance
Wells Fargo 2012 - Present
Foundry9 2012 - Present
Union Bank 2009 - Present
Taproot Foundation 2008 - Present
Red Angel Enterprises 2007 - Present
Monster Worldwide 2006 - Present
JPMorgan Chase 1998 - 2005
JPMorgan Chase 1991 - 1998
Skills
Direct Marketing, Product Marketing, Business Intelligence, CRM, Integrated Marketing, Product Development, Sales Enablement, Customer Experience, Customer Experience..., Business Transformation, Process Improvement, P&L Management, Technology..., Digital Marketing, Telemarketing, Customer Lifecycle..., B2B, B2B Marketing, B2C marketing, B2B services, B2B eCommerce, Brand Development, Decision Management, SEM, Management, Marketing Strategy, Market Research, Start-ups, Strategy, Segmentation, Risk Management, E-commerce, Multi-channel Marketing, Customer Acquisition, SaaS, Enterprise Software, Web Analytics, Lead Generation, Leadership, Go-to-market Strategy, Sales Operations, Business Strategy, Executive Management, Strategic Partnerships, Strategic Planning, Competitive Analysis, Mergers & Acquisitions, Analytics, Marketing, Financial Services
Education
Fordham University
Ph.D., Economics
New York University
Professional Certificate, Digital Media and Interactive Marketing
New York University - Leonard N. Stern School of Business
M.B.A., Finance
Catherine Armato Catherine Armato's Wells Fargo Experience May 2010 - November 2012
Job Program Management Professional
Industry Management Consulting
Experience
Wells Fargo May 2010 - November 2012
American Express April 2004 - January 2009
American Express 1999 - 2004
American Express 1997 - 1999
Citibank 1991 - 1997
Skills
Analytics, Database Marketing, Strategy, Cross-functional Team..., Program Management, CRM, Change Management, Leadership, Training, Project Management, Requirements Gathering, Business Strategy, Mergers & Acquisitions, Software Development, Vendor Management
Education
Fordham Gabelli School of Business 1990 — 1993
MBA, Information Systems
Bernard M Baruch College 1981 — 1984
BA, Marketing
Wells Fargo May 2010 - November 2012
American Express April 2004 - January 2009
American Express 1999 - 2004
American Express 1997 - 1999
Citibank 1991 - 1997
Skills
Analytics, Database Marketing, Strategy, Cross-functional Team..., Program Management, CRM, Change Management, Leadership, Training, Project Management, Requirements Gathering, Business Strategy, Mergers & Acquisitions, Software Development, Vendor Management
Education
Fordham Gabelli School of Business 1990 — 1993
MBA, Information Systems
Bernard M Baruch College 1981 — 1984
BA, Marketing
Ming Man Cheung Ming Man Cheung's Wells Fargo Experience June 2014 - June 2015
Job Graduate Student at Fordham University
Industry Information Technology and Services
Experience
Tiffany & Company June 2015 - August 2015
Wells Fargo June 2014 - June 2015
Tiffany & Co. June 2014 - May 2015
Skills
Microsoft Office, Internet, Marketing, Sales Process, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Windows, Event Planning, Team Leadership, Leadership, Time Management, Access, Networking, Strategy, Chinese, Business Development
Education
Fordham Gabelli School of Business 2015 — 2016
Master’s Degree, Information Systems
Rutgers, The State University of New Jersey-New Brunswick 2013 — 2015
Bachelor of Arts (B.A.), Double Major: Economics and Information Technology
University at Buffalo 2011 — 2015
Bachelor of Arts (B.A.) GPA 3.7, Economics
Tiffany & Company June 2015 - August 2015
Wells Fargo June 2014 - June 2015
Tiffany & Co. June 2014 - May 2015
Skills
Microsoft Office, Internet, Marketing, Sales Process, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Windows, Event Planning, Team Leadership, Leadership, Time Management, Access, Networking, Strategy, Chinese, Business Development
Education
Fordham Gabelli School of Business 2015 — 2016
Master’s Degree, Information Systems
Rutgers, The State University of New Jersey-New Brunswick 2013 — 2015
Bachelor of Arts (B.A.), Double Major: Economics and Information Technology
University at Buffalo 2011 — 2015
Bachelor of Arts (B.A.) GPA 3.7, Economics
Sean Lacey, MBA Sean Lacey, MBA's Wells Fargo Experience November 2009 - August 2010
Job Sr. Analyst, Digital Analysis & Financial Planning
Industry Marketing and Advertising
Experience
Extended Stay America May 2015 - Present
Sony Music Entertainment July 2013 - May 2015
Sony Music Entertainment May 2013 - July 2013
GE Capital April 2013 - July 2013
CSC August 2010 - August 2012
Wells Fargo November 2009 - August 2010
Skills
Banking, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Contract Negotiation, Financial Analysis, New Business Development, Government Contracting, PowerPoint, Social Media, Project Management, Social Media Marketing, Management, Training, Marketing, Data Analysis, Team Leadership, Sales, Analysis
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
James Madison University 2005 — 2009
Bachelors of Business Administration, Hospitality and Tourism Management
Griffith University 2008 — 2008
Study Abroad Program, Business/Culture
Extended Stay America May 2015 - Present
Sony Music Entertainment July 2013 - May 2015
Sony Music Entertainment May 2013 - July 2013
GE Capital April 2013 - July 2013
CSC August 2010 - August 2012
Wells Fargo November 2009 - August 2010
Skills
Banking, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Contract Negotiation, Financial Analysis, New Business Development, Government Contracting, PowerPoint, Social Media, Project Management, Social Media Marketing, Management, Training, Marketing, Data Analysis, Team Leadership, Sales, Analysis
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
James Madison University 2005 — 2009
Bachelors of Business Administration, Hospitality and Tourism Management
Griffith University 2008 — 2008
Study Abroad Program, Business/Culture
Keyona Williams Keyona Williams's Wells Fargo Experience June 2015 - Present
Job CSSR
Industry Banking
Experience
Wells Fargo June 2015 - Present
Wells Fargo March 2014 - June 2015
Jakes of Saratoga June 2011 - June 2013
Art N Fun August 2009 - December 2012
Skills
Banking, Retail Banking, Leadership, Social Networking
Education
Foothill College
Economics, Economics
Wells Fargo June 2015 - Present
Wells Fargo March 2014 - June 2015
Jakes of Saratoga June 2011 - June 2013
Art N Fun August 2009 - December 2012
Skills
Banking, Retail Banking, Leadership, Social Networking
Education
Foothill College
Economics, Economics
Joseph Mancino Joseph Mancino's Wells Fargo Experience April 2005 - August 2007
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2007 - Present
Wells Fargo April 2005 - August 2007
General Re Financial Products 1994 - 2002
Skills
Asset Management, Investments, Securities, Investment Banking, Portfolio Management, Mutual Funds, Business Management..., Equity Derivatives, Equity Trading, Product Control, Options, ETFs, FINRA, Financial Markets, Trading Systems, Middle Office, Prime Brokerage, Financial Services, Trading, FX Options, Relationship Management, Structured Products, Commodity, Credit Risk, Swaps, Risk Management, Fund Of Funds, Interest Rate..., Emerging Markets, Market Data, Series 63, Finance, Investment Strategies, Credit Derivatives, Financial Risk, Proprietary Trading, Series 7, Operational Risk, Wealth Management, Banking, Valuation, Back Office, Bonds, Market Risk, Bloomberg, Foreign Exchange, Private Equity, Private Banking, Structured Finance, Derivatives
Education
Fordham University - Graduate School of Business Administration 1997 — 2001
Master of Business Administration (MBA), Finance
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1990
Bachelor of Science (BS), Economics
BNY Mellon September 2007 - Present
Wells Fargo April 2005 - August 2007
General Re Financial Products 1994 - 2002
Skills
Asset Management, Investments, Securities, Investment Banking, Portfolio Management, Mutual Funds, Business Management..., Equity Derivatives, Equity Trading, Product Control, Options, ETFs, FINRA, Financial Markets, Trading Systems, Middle Office, Prime Brokerage, Financial Services, Trading, FX Options, Relationship Management, Structured Products, Commodity, Credit Risk, Swaps, Risk Management, Fund Of Funds, Interest Rate..., Emerging Markets, Market Data, Series 63, Finance, Investment Strategies, Credit Derivatives, Financial Risk, Proprietary Trading, Series 7, Operational Risk, Wealth Management, Banking, Valuation, Back Office, Bonds, Market Risk, Bloomberg, Foreign Exchange, Private Equity, Private Banking, Structured Finance, Derivatives
Education
Fordham University - Graduate School of Business Administration 1997 — 2001
Master of Business Administration (MBA), Finance
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1990
Bachelor of Science (BS), Economics
Michelle St. Pierre Michelle St. Pierre's Wells Fargo Experience July 2009 - August 2014
Job Multi Branch Banker TriCal District at Capital One
Industry Financial Services
Experience
Capital One Volunteer FirefighterMoss Bluff Fire DepartmentAugust 2015 - Present
Wells Fargo July 2009 - August 2014
Skills
Banking, Loans, Retail Banking, Financial Services, Consumer Lending, Finance, Mortgage Lending, Cross Selling, Credit Cards, Credit, Loan Origination, Lines Of Credit, Refinance, Small Business Lending
Education
Foothill College
Business Psychology
Capital One Volunteer FirefighterMoss Bluff Fire DepartmentAugust 2015 - Present
Wells Fargo July 2009 - August 2014
Skills
Banking, Loans, Retail Banking, Financial Services, Consumer Lending, Finance, Mortgage Lending, Cross Selling, Credit Cards, Credit, Loan Origination, Lines Of Credit, Refinance, Small Business Lending
Education
Foothill College
Business Psychology
Veronica Llave's Wells Fargo Experience 2011 - 2012
Job Floral Designer at Farmgirl Flowers
Industry Apparel & Fashion
Experience
Farmgirl Flowers February 2015 - Present
American Apparel October 2010 - April 2015
Wells Fargo 2011 - 2012
Self Employed November 2009 - November 2011
Levi Strauss & Co. 2008 - 2011
Skills
Store Management, Sales Management, Sales Operations, Merchandising, Apparel, Inventory Management, Visual Merchandising, Motivational..., Team Building, Time Management, Managerial Finance, Payroll Administration, Microsoft Office, Trend Forecasting, Facebook, Social Media Marketing, Marketing Strategy, Product Development, Process Improvement, Advertising, Resource Allocation, Performance Management, Job Evaluation, Retail, Customer Service, Fashion, Retail Sales, Sales, Styling, Social Media, Trend Analysis, Photoshop, Loss Prevention, Product Design, Event Planning, Floral Design, Plant Design, Color Management
Education
Foothill College 2013 — 2016
Business Administration and Management, General
Alameda Beauty College 2009 — 2010
Board Certified Cosmetologist, Cosmetology, Barber/Styling, and Nail Technician
Farmgirl Flowers February 2015 - Present
American Apparel October 2010 - April 2015
Wells Fargo 2011 - 2012
Self Employed November 2009 - November 2011
Levi Strauss & Co. 2008 - 2011
Skills
Store Management, Sales Management, Sales Operations, Merchandising, Apparel, Inventory Management, Visual Merchandising, Motivational..., Team Building, Time Management, Managerial Finance, Payroll Administration, Microsoft Office, Trend Forecasting, Facebook, Social Media Marketing, Marketing Strategy, Product Development, Process Improvement, Advertising, Resource Allocation, Performance Management, Job Evaluation, Retail, Customer Service, Fashion, Retail Sales, Sales, Styling, Social Media, Trend Analysis, Photoshop, Loss Prevention, Product Design, Event Planning, Floral Design, Plant Design, Color Management
Education
Foothill College 2013 — 2016
Business Administration and Management, General
Alameda Beauty College 2009 — 2010
Board Certified Cosmetologist, Cosmetology, Barber/Styling, and Nail Technician
Faotusia Grewe's Wells Fargo Experience January 2008 - Present
Job Service Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2008 - Present
Skills
Banking, Credit, Loans, Retail Banking, Customer Service, Call Centers, Consumer Lending, Process Improvement, Customer Satisfaction, Mortgage Lending, Vendor Management, ITIL, Finance, Team Leadership, Financial Services, Microsoft Word, Sales, Microsoft Excel, Microsoft Office
Education
Foothill College 2011 — 2016
Business, Management, Marketing, and Related Support Services
Liahona High School 2001 — 2005
High School Diploma, Economics, English, Math, History ect.
Wells Fargo January 2008 - Present
Skills
Banking, Credit, Loans, Retail Banking, Customer Service, Call Centers, Consumer Lending, Process Improvement, Customer Satisfaction, Mortgage Lending, Vendor Management, ITIL, Finance, Team Leadership, Financial Services, Microsoft Word, Sales, Microsoft Excel, Microsoft Office
Education
Foothill College 2011 — 2016
Business, Management, Marketing, and Related Support Services
Liahona High School 2001 — 2005
High School Diploma, Economics, English, Math, History ect.
CJ Tomaskovic's Wells Fargo Experience November 2014 - Present
Job Private Banker
Industry Financial Services
Experience
Wells Fargo November 2014 - Present
First Niagara Bank March 2014 - November 2014
Citi April 2012 - March 2014
HSBC November 2004 - April 2012
Skills
Relationship Management, Banking, Credit, Loans, Financial Services, Investments, Retail Banking, Wealth Management, Series 63, Consumer Lending, Series 7
Education
Fordham University
Wells Fargo November 2014 - Present
First Niagara Bank March 2014 - November 2014
Citi April 2012 - March 2014
HSBC November 2004 - April 2012
Skills
Relationship Management, Banking, Credit, Loans, Financial Services, Investments, Retail Banking, Wealth Management, Series 63, Consumer Lending, Series 7
Education
Fordham University
Edward Nasti Edward Nasti's Wells Fargo Experience February 2010 - November 2010
Job Consultant at AIG
Industry Law Practice
Experience
AIG December 2014 - Present
Seton Hall University School of Law September 2014 - December 2014
AIG May 2014 - August 2014
Port Authority of NY & NJ August 2013 - May 2014
AIG June 2013 - August 2013
International Fidelity Insurance Company May 2012 - June 2013
United States District Court, District of New Jersey January 2013 - May 2013
Law Office of Micaela M. Alvarez January 2012 - May 2012
Union County Office of the Public Defender September 2011 - December 2011
Wells Fargo February 2010 - November 2010
Skills
Legal Research, Legal Writing, Banking, Personal Financial..., Real Estate, Life Insurance, Sales, Negotiation, Helping Clients Succeed, Customer Service, PowerPoint, Outlook, Microsoft Office, Contract Negotiation, Microsoft Word, Criminal Law, Litigation, Trials, Commercial Litigation, Bankruptcy, Microsoft Excel, Civil Litigation, Litigation Support, Westlaw, Analysis, Corporate Law, Research, Legal Compliance, Insurance, Lexis, Intellectual Property, Spanish, Arbitration, Tax Law, Employment Law, Legal Assistance, Government, Financial Analysis, Nonprofits, Legal Issues, Appeals, Document Review, Mediation, Courts, Management, Licensing, Finance, Alternative Dispute..., Public Policy, Notary Public
Education
Seton Hall University School of Law 2011 — 2014
Juris Doctor (J.D.)
St. Peter's College 2006 — 2009
Bachelor of Science (B.S.), Social Sciences
Fordham University 2004 — 2005
Saint Peter's Prepatory School 2000 — 2004
AIG December 2014 - Present
Seton Hall University School of Law September 2014 - December 2014
AIG May 2014 - August 2014
Port Authority of NY & NJ August 2013 - May 2014
AIG June 2013 - August 2013
International Fidelity Insurance Company May 2012 - June 2013
United States District Court, District of New Jersey January 2013 - May 2013
Law Office of Micaela M. Alvarez January 2012 - May 2012
Union County Office of the Public Defender September 2011 - December 2011
Wells Fargo February 2010 - November 2010
Skills
Legal Research, Legal Writing, Banking, Personal Financial..., Real Estate, Life Insurance, Sales, Negotiation, Helping Clients Succeed, Customer Service, PowerPoint, Outlook, Microsoft Office, Contract Negotiation, Microsoft Word, Criminal Law, Litigation, Trials, Commercial Litigation, Bankruptcy, Microsoft Excel, Civil Litigation, Litigation Support, Westlaw, Analysis, Corporate Law, Research, Legal Compliance, Insurance, Lexis, Intellectual Property, Spanish, Arbitration, Tax Law, Employment Law, Legal Assistance, Government, Financial Analysis, Nonprofits, Legal Issues, Appeals, Document Review, Mediation, Courts, Management, Licensing, Finance, Alternative Dispute..., Public Policy, Notary Public
Education
Seton Hall University School of Law 2011 — 2014
Juris Doctor (J.D.)
St. Peter's College 2006 — 2009
Bachelor of Science (B.S.), Social Sciences
Fordham University 2004 — 2005
Saint Peter's Prepatory School 2000 — 2004
Miguel Vargas's Wells Fargo Experience March 2008 - Present
Job Looking for Branch Managers for my Chappaqua and Pleasantville locations.
Industry Banking
Experience
Wells Fargo March 2008 - Present
Skills
Team Building, Sales, Microsoft Office, Leadership, Customer Service, Credit, Risk Management, Finance, Marketing, Business Analysis, Process Improvement, Budgets, Mortgage Lending, Analysis, Business Development, Investments, Real Estate, Underwriting, Loans, Loan Origination, Public Speaking, Mortgage Banking, Credit Analysis, Commercial Lending, Retail Banking, Relationship Management, Commercial Banking, Banking, Consumer Lending, Small Business Lending, Management, Financial Services, Cross Selling, Sales Management, Branch Banking, Lines Of Credit, Credit Cards, Cash Management, Coaching, Credit Risk, Customer Satisfaction, Branch Management, Deposits, Financial Risk, Insurance, Customer Retention, Financial Analysis, Portfolio Management, Residential Mortgages, Wealth Management
Education
Fordham University
Bachelor’s Degree, Business Management
Wells Fargo March 2008 - Present
Skills
Team Building, Sales, Microsoft Office, Leadership, Customer Service, Credit, Risk Management, Finance, Marketing, Business Analysis, Process Improvement, Budgets, Mortgage Lending, Analysis, Business Development, Investments, Real Estate, Underwriting, Loans, Loan Origination, Public Speaking, Mortgage Banking, Credit Analysis, Commercial Lending, Retail Banking, Relationship Management, Commercial Banking, Banking, Consumer Lending, Small Business Lending, Management, Financial Services, Cross Selling, Sales Management, Branch Banking, Lines Of Credit, Credit Cards, Cash Management, Coaching, Credit Risk, Customer Satisfaction, Branch Management, Deposits, Financial Risk, Insurance, Customer Retention, Financial Analysis, Portfolio Management, Residential Mortgages, Wealth Management
Education
Fordham University
Bachelor’s Degree, Business Management
Connie Kwok's Wells Fargo Experience July 2015 - Present
Job Personal Banker at Wells Fargo
Industry Logistics and Supply Chain
Experience
Wells Fargo July 2015 - Present
Wells Fargo November 2013 - Present
AAE Global Express February 2009 - Present
AAE Global Express January 2008 - January 2009
Morgan Stanley January 2007 - January 2008
Foothill College January 2005 - January 2006
Skills
Microsoft Office, Outlook, Access, Microsoft Excel, PowerPoint, Customer Service, Lotus Notes, Microsoft Word, Data Analysis, Data Entry, Teamwork, Time Management, Administrative..., PeopleSoft, Spreadsheets, Leadership
Education
UC Davis 2005 — 2007
Bachelor of Science (B.S.), Managerial Economics
Foothill College 2003 — 2006
Wells Fargo July 2015 - Present
Wells Fargo November 2013 - Present
AAE Global Express February 2009 - Present
AAE Global Express January 2008 - January 2009
Morgan Stanley January 2007 - January 2008
Foothill College January 2005 - January 2006
Skills
Microsoft Office, Outlook, Access, Microsoft Excel, PowerPoint, Customer Service, Lotus Notes, Microsoft Word, Data Analysis, Data Entry, Teamwork, Time Management, Administrative..., PeopleSoft, Spreadsheets, Leadership
Education
UC Davis 2005 — 2007
Bachelor of Science (B.S.), Managerial Economics
Foothill College 2003 — 2006
Geoffrey Crall Geoffrey Crall's Wells Fargo Experience March 1999 - August 2000
Job Visionary Entrepreneur
Industry Automotive
Experience
South Bay Sedan & Limo July 2007 - February 2010
Santa Clara Swim Club November 2006 - June 2007
Northstar Park Performance January 2006 - October 2006
New Dimensions April 2005 - August 2005
Speedring Indoor Kart Racing July 2002 - February 2005
US Army September 2000 - May 2001
Wells Fargo March 1999 - August 2000
Target Computers January 1999 - February 1999
Safeway October 1997 - January 1999
Skills
Lifeguarding, Computer Building, Sound Editing, Video Editing, Photoshop, Vehicles
Education
Foothill College 2001 — 2012
Las Positas College 1997 — 1999
Monte Vista
South Bay Sedan & Limo July 2007 - February 2010
Santa Clara Swim Club November 2006 - June 2007
Northstar Park Performance January 2006 - October 2006
New Dimensions April 2005 - August 2005
Speedring Indoor Kart Racing July 2002 - February 2005
US Army September 2000 - May 2001
Wells Fargo March 1999 - August 2000
Target Computers January 1999 - February 1999
Safeway October 1997 - January 1999
Skills
Lifeguarding, Computer Building, Sound Editing, Video Editing, Photoshop, Vehicles
Education
Foothill College 2001 — 2012
Las Positas College 1997 — 1999
Monte Vista
Douglas Taliaferro Douglas Taliaferro's Wells Fargo Experience March 2014 - Present
Job Senior Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2014 - Present
HSBC Bank USA N.A. January 1985 - March 2014
Education
Fordham University - Graduate School of Business Administration 1987 — 1990
Master of Business Administration (MBA), Finance, General
St. Lawrence University 1980 — 1984
Bachelor of Science (BS), Economics
Wells Fargo March 2014 - Present
HSBC Bank USA N.A. January 1985 - March 2014
Education
Fordham University - Graduate School of Business Administration 1987 — 1990
Master of Business Administration (MBA), Finance, General
St. Lawrence University 1980 — 1984
Bachelor of Science (BS), Economics
Nico Mosley Nico Mosley's Wells Fargo Experience January 2009 - September 2010
Job Preferred Banker at First Republic Bank
Industry Banking
Experience
First Republic Bank July 2011 - Present
Wells Fargo Bank September 2010 - July 2011
Wells Fargo January 2009 - September 2010
Ruby's Diner, Inc. August 2008 - May 2009
Wells Fargo October 2008 - January 2009
Music Producer January 2008 - December 2008
Wells Fargo June 2008 - October 2008
Ruby's Diner, Inc. September 2008 - September 2008
Ruby's Diner, Inc. May 2008 - July 2008
Army and Navy Academy May 2007 - August 2007
Skills
Banking, Sales, Customer Service, Leadership, Retail Banking, Microsoft Office, Financial Services, Credit Cards, PowerPoint, Commercial Banking, Loans, Cross Selling, Risk Management, Management
Education
Foothill College 2014 — 2015
Music Technology
Palomar College 2008 — 2010
Communication and Media Studies
MiraCosta College
Music Theory and Composition
First Republic Bank July 2011 - Present
Wells Fargo Bank September 2010 - July 2011
Wells Fargo January 2009 - September 2010
Ruby's Diner, Inc. August 2008 - May 2009
Wells Fargo October 2008 - January 2009
Music Producer January 2008 - December 2008
Wells Fargo June 2008 - October 2008
Ruby's Diner, Inc. September 2008 - September 2008
Ruby's Diner, Inc. May 2008 - July 2008
Army and Navy Academy May 2007 - August 2007
Skills
Banking, Sales, Customer Service, Leadership, Retail Banking, Microsoft Office, Financial Services, Credit Cards, PowerPoint, Commercial Banking, Loans, Cross Selling, Risk Management, Management
Education
Foothill College 2014 — 2015
Music Technology
Palomar College 2008 — 2010
Communication and Media Studies
MiraCosta College
Music Theory and Composition
Sasha Kolesnikov Sasha Kolesnikov's Wells Fargo Experience September 2007 - April 2009
Job Business Analyst at AdultFriendFinder
Industry Computer Networking
Experience
AdultFriendFinder March 2015 - Present
Comprehend Systems January 2015 - March 2015
Wells Fargo September 2007 - April 2009
BAX Global May 2004 - August 2007
Brightmail May 2003 - April 2004
Skills
Quality Center, Quality Assurance, Test Planning, Test Automation, Software Quality..., Regression Testing, Test Cases, Manual Testing, QTP, System Testing, Test Management, Testing, Performance Testing, JIRA, Selenium, Microsoft Office, SQL, Agile Methodologies, User Acceptance Testing, HTML
Education
Foothill College 2003 — 2006
Interregional Academy of Personnel Management 1999 — 2003
BS, Computer Science
AdultFriendFinder March 2015 - Present
Comprehend Systems January 2015 - March 2015
Wells Fargo September 2007 - April 2009
BAX Global May 2004 - August 2007
Brightmail May 2003 - April 2004
Skills
Quality Center, Quality Assurance, Test Planning, Test Automation, Software Quality..., Regression Testing, Test Cases, Manual Testing, QTP, System Testing, Test Management, Testing, Performance Testing, JIRA, Selenium, Microsoft Office, SQL, Agile Methodologies, User Acceptance Testing, HTML
Education
Foothill College 2003 — 2006
Interregional Academy of Personnel Management 1999 — 2003
BS, Computer Science
Adam Fasani Adam Fasani's Wells Fargo Experience May 2015 - Present
Job Lending Officer at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo May 2015 - Present
Wells Fargo Bank May 2008 - Present
Bank of Feather River September 2007 - April 2008
Placer Sierra Bank 2005 - 2008
Comerica Bank 1996 - 2000
Skills
Loan Work-outs, Commercial Lending, Commercial Litigation, Credit, Commercial Banking, Small Business Lending
Education
Foothill College 1992 — 2004
University of the Pacific 1994 — 1996
BS, Business Administration, Finance
Wells Fargo May 2015 - Present
Wells Fargo Bank May 2008 - Present
Bank of Feather River September 2007 - April 2008
Placer Sierra Bank 2005 - 2008
Comerica Bank 1996 - 2000
Skills
Loan Work-outs, Commercial Lending, Commercial Litigation, Credit, Commercial Banking, Small Business Lending
Education
Foothill College 1992 — 2004
University of the Pacific 1994 — 1996
BS, Business Administration, Finance
Kristie Freeman Kristie Freeman's Wells Fargo Experience January 2010 - Present
Job Digital Marketing Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2010 - Present
Wells Fargo Advisors May 2008 - January 2010
Commerce Bank August 2007 - May 2008
A.G. Edwards & Sons, Inc. 1994 - 2007
Skills
SEM, Online Advertising, Online Marketing, Direct Marketing, Web Marketing, Advertising, Customer Acquisition, Content Development, Display Advertising, Web Analytics, Analytics, Digital Marketing, Lead Generation, Integrated Marketing, Website Promotion, Database Marketing, Social Media Marketing, Marketing Strategy, E-commerce, Marketing Communications, Multi-channel Marketing, Digital Strategy, Interactive Marketing
Education
Fontbonne University 1998 — 2000
BBA, Business Administration / Marketing
Wells Fargo January 2010 - Present
Wells Fargo Advisors May 2008 - January 2010
Commerce Bank August 2007 - May 2008
A.G. Edwards & Sons, Inc. 1994 - 2007
Skills
SEM, Online Advertising, Online Marketing, Direct Marketing, Web Marketing, Advertising, Customer Acquisition, Content Development, Display Advertising, Web Analytics, Analytics, Digital Marketing, Lead Generation, Integrated Marketing, Website Promotion, Database Marketing, Social Media Marketing, Marketing Strategy, E-commerce, Marketing Communications, Multi-channel Marketing, Digital Strategy, Interactive Marketing
Education
Fontbonne University 1998 — 2000
BBA, Business Administration / Marketing
Belisa Vneshta's Wells Fargo Experience January 2010 - September 2011
Job District Manager at Wells Fargo Bank/ Vice President
Industry Financial Services
Experience
Wells Fargo Bank October 2011 - Present
Wells Fargo January 2010 - September 2011
Wachovia, A Wells Fargo Company November 2006 - January 2010
Skills
Mortgage Lending, Banking, Small Business Lending, Credit Analysis, Retail Banking, Portfolio Management, Financial Services, Financial Analysis, Wealth Management, Risk Management, Commercial Lending, Sales, Customer Service, Mutual Funds, Strategic Financial..., Finance, Cash Management, Sales Management, Asset Management, Credit Risk, Financial Modeling, Insurance, Investment Banking, Microsoft Word, New Business Development, Securities, Strategic Planning, Financial Planning, Astrology
Education
Fordham University 2002 — 2006
BA, Political Science
Wells Fargo Bank October 2011 - Present
Wells Fargo January 2010 - September 2011
Wachovia, A Wells Fargo Company November 2006 - January 2010
Skills
Mortgage Lending, Banking, Small Business Lending, Credit Analysis, Retail Banking, Portfolio Management, Financial Services, Financial Analysis, Wealth Management, Risk Management, Commercial Lending, Sales, Customer Service, Mutual Funds, Strategic Financial..., Finance, Cash Management, Sales Management, Asset Management, Credit Risk, Financial Modeling, Insurance, Investment Banking, Microsoft Word, New Business Development, Securities, Strategic Planning, Financial Planning, Astrology
Education
Fordham University 2002 — 2006
BA, Political Science
Ndeh Tawah Ndeh Tawah's Wells Fargo Experience August 2005 - June 2008
Job Strategy and Business Development Manager
Industry Hospital & Health Care
Experience
Columbia University Medical Center July 2013 - Present
Asphalt Green March 2013 - Present
Columbia University Medical Center September 2012 - November 2012
The Riderwood Group April 2012 - June 2012
Fordham University September 2011 - May 2012
Warner Music Group (WMG) June 2011 - August 2011
Elmstock Tea Company May 2011 - August 2011
Aurora Building Materials Company Ltd August 2008 - August 2010
Wells Fargo August 2005 - June 2008
Hertz Local Edition July 2004 - August 2005
Skills
Program Management, Global Management, Marketing, Financial Modeling, Competitive Analysis, Analysis, Strategic Planning, Market Research, Business Development, Business Strategy, Strategy, Microsoft Excel, Cross-functional Team..., Business Process..., New Business Development, Public Speaking, Marketing Strategy, Risk Management, Finance, Training, Microsoft Office, Nonprofits, Project Management, Organizational..., Customer Service, Budgets, Consulting, Private Equity, Global Strategy, International Business...
Education
Fordham Gabelli School of Business 2010 — 2012
Master of Business Administration (M.B.A.)
University of Scranton 2000 — 2004
B.S
Columbia University Medical Center July 2013 - Present
Asphalt Green March 2013 - Present
Columbia University Medical Center September 2012 - November 2012
The Riderwood Group April 2012 - June 2012
Fordham University September 2011 - May 2012
Warner Music Group (WMG) June 2011 - August 2011
Elmstock Tea Company May 2011 - August 2011
Aurora Building Materials Company Ltd August 2008 - August 2010
Wells Fargo August 2005 - June 2008
Hertz Local Edition July 2004 - August 2005
Skills
Program Management, Global Management, Marketing, Financial Modeling, Competitive Analysis, Analysis, Strategic Planning, Market Research, Business Development, Business Strategy, Strategy, Microsoft Excel, Cross-functional Team..., Business Process..., New Business Development, Public Speaking, Marketing Strategy, Risk Management, Finance, Training, Microsoft Office, Nonprofits, Project Management, Organizational..., Customer Service, Budgets, Consulting, Private Equity, Global Strategy, International Business...
Education
Fordham Gabelli School of Business 2010 — 2012
Master of Business Administration (M.B.A.)
University of Scranton 2000 — 2004
B.S
Anna Volfe's Wells Fargo Experience 2012 - 2013
Job Owner at Addison Yoga Loft
Industry Health, Wellness and Fitness
Experience
Addison Yoga Loft February 2015 - Present
UC Berkeley 2015 - 2015
UCSF 2013 - 2014
Wells Fargo 2012 - 2013
Rackspace Hosting 2011 - 2011
TeleSign 2009 - 2010
AXA Advisors 2009 - 2009
Stanford University 2006 - 2007
Skills
Strategy, Financial Forecasting, Microsoft Excel, Forecasting, Cloud Computing, Business Development, Business Analysis, Project Management, Business Process..., Project Sizing, PowerPoint, Business Planning, Social Media, Online Research, Digital Research, Business Strategy, Corporate Communications, Data Quality Assurance, Project Finance, Financial Variance..., Yoga, Budgets, Oracle Reports, SaaS, Federal Grants..., PeopleSoft, IT Strategy, Budget Monitoring, Cross-functional Team..., Hyperion Planning, Federal Financial..., Finance System..., Driving Operational..., MS Excel Pivot Tables, Excel models, Vlookup, Illustrator, Business Operations, Women Owned Business
Education
University of California, Los Angeles 2007 — 2009
B.A, Economics
Foothill College 2006 — 2007
Pinewood High School 2002 — 2005
Addison Yoga Loft February 2015 - Present
UC Berkeley 2015 - 2015
UCSF 2013 - 2014
Wells Fargo 2012 - 2013
Rackspace Hosting 2011 - 2011
TeleSign 2009 - 2010
AXA Advisors 2009 - 2009
Stanford University 2006 - 2007
Skills
Strategy, Financial Forecasting, Microsoft Excel, Forecasting, Cloud Computing, Business Development, Business Analysis, Project Management, Business Process..., Project Sizing, PowerPoint, Business Planning, Social Media, Online Research, Digital Research, Business Strategy, Corporate Communications, Data Quality Assurance, Project Finance, Financial Variance..., Yoga, Budgets, Oracle Reports, SaaS, Federal Grants..., PeopleSoft, IT Strategy, Budget Monitoring, Cross-functional Team..., Hyperion Planning, Federal Financial..., Finance System..., Driving Operational..., MS Excel Pivot Tables, Excel models, Vlookup, Illustrator, Business Operations, Women Owned Business
Education
University of California, Los Angeles 2007 — 2009
B.A, Economics
Foothill College 2006 — 2007
Pinewood High School 2002 — 2005
Anthony Filorimo Anthony Filorimo's Wells Fargo Experience January 2009 - May 2013
Job Senior Vice President / Team Leader at TD
Industry Banking
Experience
TD June 2013 - Present
Wells Fargo January 2009 - May 2013
Wachovia June 2006 - December 2008
The Bank of New York November 2002 - June 2006
Fleet Bank May 1996 - November 2002
National Westminster Bank September 1992 - May 1996
Skills
Credit Analysis, Banking, Credit, Underwriting, Commercial Lending, Asset Managment, Loans, Financial Modeling, Portfolio Management, Mortgage Lending, Capital Markets, Commercial Banking, Valuation, Commercial Mortgages, Financial Structuring, Investment Banking, Investments, Due Diligence, Real Estate Economics, Real Estate, Cash Management, Asset Management, Treasury Management, Financial Analysis, Structured Finance, Credit Risk, Loan Origination
Education
New York University 1997 — 1999
Certificate, Real Estate
Fordham University 1988 — 1992
B.S., Finance
TD June 2013 - Present
Wells Fargo January 2009 - May 2013
Wachovia June 2006 - December 2008
The Bank of New York November 2002 - June 2006
Fleet Bank May 1996 - November 2002
National Westminster Bank September 1992 - May 1996
Skills
Credit Analysis, Banking, Credit, Underwriting, Commercial Lending, Asset Managment, Loans, Financial Modeling, Portfolio Management, Mortgage Lending, Capital Markets, Commercial Banking, Valuation, Commercial Mortgages, Financial Structuring, Investment Banking, Investments, Due Diligence, Real Estate Economics, Real Estate, Cash Management, Asset Management, Treasury Management, Financial Analysis, Structured Finance, Credit Risk, Loan Origination
Education
New York University 1997 — 1999
Certificate, Real Estate
Fordham University 1988 — 1992
B.S., Finance
Amy Lashmit's Wells Fargo Experience June 2013 - Present
Job Trust Administrator at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2013 - Present
Wells Fargo Bank October 2002 - June 2013
Skills
Banking, Portfolio Management, Risk Management, Investments, Finance, Wealth Management, Financial Services, Financial Risk, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Team Building, Wealth Management..., Financial Planning
Education
Forsyth Technical Community College 2012 — 2015
Associate Degree, Business Administration
East Forsyth High School
High School Diploma
Wells Fargo June 2013 - Present
Wells Fargo Bank October 2002 - June 2013
Skills
Banking, Portfolio Management, Risk Management, Investments, Finance, Wealth Management, Financial Services, Financial Risk, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Team Building, Wealth Management..., Financial Planning
Education
Forsyth Technical Community College 2012 — 2015
Associate Degree, Business Administration
East Forsyth High School
High School Diploma
Blake Bisciotti Blake Bisciotti's Wells Fargo Experience June 2005 - October 2008
Job Vice President/Client Account Manager at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan March 2015 - Present
Brown Brothers Harriman October 2008 - March 2015
Wells Fargo June 2005 - October 2008
BNY Mellon May 2004 - June 2005
Skills
Manage Client..., Financial Services, Financial Markets, Asset Allocation, Client Relations Skills, Management, Team Management, Strategic Financial..., Document Review, Teamwork, Team-oriented, Innovation, Financial Analysis, Market Analysis, Communication, Securities
Education
Fordham University 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Fordham University
Bachelor of Science (B.S.), Finance, General
J.P. Morgan March 2015 - Present
Brown Brothers Harriman October 2008 - March 2015
Wells Fargo June 2005 - October 2008
BNY Mellon May 2004 - June 2005
Skills
Manage Client..., Financial Services, Financial Markets, Asset Allocation, Client Relations Skills, Management, Team Management, Strategic Financial..., Document Review, Teamwork, Team-oriented, Innovation, Financial Analysis, Market Analysis, Communication, Securities
Education
Fordham University 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Fordham University
Bachelor of Science (B.S.), Finance, General
Curtis Parks Curtis Parks's Wells Fargo Experience May 2010 - November 2014
Job Real Estate Broker at Capstone Properties
Industry Real Estate
Experience
Capstone Properties December 2014 - Present
Wells Fargo May 2010 - November 2014
Papa John's International February 2004 - April 2010
Bob King Automotive Group December 2006 - May 2008
Skills
Real Estate, Retail Banking, Management, National Association of..., Notary Public, Leadership, Employee Training, Sales, Customer Service, Microsoft Excel, Operations Management
Education
Forsyth Technical Community College 2005 — 2009
Associate's degree, Automobile/Automotive Mechanics Technology/Technician, 3.587
West Forsyth High School 2000 — 2005
High School Diploma, High School/Secondary Diplomas and Certificates
Capstone Properties December 2014 - Present
Wells Fargo May 2010 - November 2014
Papa John's International February 2004 - April 2010
Bob King Automotive Group December 2006 - May 2008
Skills
Real Estate, Retail Banking, Management, National Association of..., Notary Public, Leadership, Employee Training, Sales, Customer Service, Microsoft Excel, Operations Management
Education
Forsyth Technical Community College 2005 — 2009
Associate's degree, Automobile/Automotive Mechanics Technology/Technician, 3.587
West Forsyth High School 2000 — 2005
High School Diploma, High School/Secondary Diplomas and Certificates
Christina Daly Christina Daly's Wells Fargo Experience 2001 - Present
Job Executive Director at Wells Fargo
Industry Financial Services
Lejla Izetbegovic-Milanovic Lejla Izetbegovic-Milanovic's Wells Fargo Experience December 2002 - June 2004
Job Telephony Traffic Specialist at LiveOps
Industry Computer Software
Experience
LiveOps November 2004 - Present
Wells Fargo December 2002 - June 2004
The Men's Wearhouse, Inc February 1995 - December 2002
Skills
Management, Call Centers, Training, Forecasting, Performance Management, Troubleshooting, Sales, Recruiting, Quality Assurance, Strategic Planning, Sourcing, Analysis, Program Management, Customer Satisfaction, Sales Operations, Customer Service, Cross-functional Team...
Education
San Francisco State University 1999 — 2002
Bachelor of Arts (B.A.), Franch Language and International Relations
Foothill College 1997 — 1999
Associate of Arts (A.A.), Franch Language
LiveOps November 2004 - Present
Wells Fargo December 2002 - June 2004
The Men's Wearhouse, Inc February 1995 - December 2002
Skills
Management, Call Centers, Training, Forecasting, Performance Management, Troubleshooting, Sales, Recruiting, Quality Assurance, Strategic Planning, Sourcing, Analysis, Program Management, Customer Satisfaction, Sales Operations, Customer Service, Cross-functional Team...
Education
San Francisco State University 1999 — 2002
Bachelor of Arts (B.A.), Franch Language and International Relations
Foothill College 1997 — 1999
Associate of Arts (A.A.), Franch Language
Alisa Compton Alisa Compton's Wells Fargo Experience May 2004 - May 2011
Job Alisa Compton
Industry Real Estate
Experience
CAMS (Community Association Management Services) March 2015 - Present
AES Lending May 2012 - January 2014
Wells Fargo May 2004 - May 2011
Skills
Mortgage Banking, Underwriting, Loans, Refinance, Loan Origination, FHA, Mortgage Lending, USDA, VA loans, Residential Mortgages, Credit, Mortgage Underwriting, FHA financing, Loan Servicing, Consumer Lending, Loss Mitigation, Credit Analysis, Small Business Lending, Mortgage Servicing, Commercial Lending, Home Equity Loans, Commercial Mortgages, Deposits, Home Equity Lines of..., Finance, Loan Modifications, Branch Banking, Commercial Banking, Retail Banking
Education
Forsyth Technical Community College 2001 — 2003
Business Administration in Banking and Finance, Banking, Corporate, Finance, and Securities Law
CAMS (Community Association Management Services) March 2015 - Present
AES Lending May 2012 - January 2014
Wells Fargo May 2004 - May 2011
Skills
Mortgage Banking, Underwriting, Loans, Refinance, Loan Origination, FHA, Mortgage Lending, USDA, VA loans, Residential Mortgages, Credit, Mortgage Underwriting, FHA financing, Loan Servicing, Consumer Lending, Loss Mitigation, Credit Analysis, Small Business Lending, Mortgage Servicing, Commercial Lending, Home Equity Loans, Commercial Mortgages, Deposits, Home Equity Lines of..., Finance, Loan Modifications, Branch Banking, Commercial Banking, Retail Banking
Education
Forsyth Technical Community College 2001 — 2003
Business Administration in Banking and Finance, Banking, Corporate, Finance, and Securities Law
Daren Demcsik Daren Demcsik's Wells Fargo Experience April 2000 - May 2003
Job Vice President at Access Capital
Industry Banking
Experience
Access Capital May 2003 - Present
Wells Fargo April 2000 - May 2003
Bank of America May 1997 - April 2000
The CIT Group 1994 - 1997
Skills
Mergers, Asset Based Lending, Finance, Start-ups, Underwriting, Business Planning, Mergers & Acquisitions, Cash Flow, Loans, Commercial Lending, Middle Market, Forecasting, Management, Sales, Credit
Education
Fordham University 1990 — 1994
Business Administration, Finance
The Peddie School
Access Capital May 2003 - Present
Wells Fargo April 2000 - May 2003
Bank of America May 1997 - April 2000
The CIT Group 1994 - 1997
Skills
Mergers, Asset Based Lending, Finance, Start-ups, Underwriting, Business Planning, Mergers & Acquisitions, Cash Flow, Loans, Commercial Lending, Middle Market, Forecasting, Management, Sales, Credit
Education
Fordham University 1990 — 1994
Business Administration, Finance
The Peddie School
Jennifer Mallozzi Jennifer Mallozzi's Wells Fargo Experience June 2013 - March 2015
Job Intranet Manager/SharePoint Lead
Industry Information Technology and Services
Experience
HOK April 2015 - Present
Wells Fargo June 2013 - March 2015
Ubisoft May 2012 - May 2013
Expontential Interactive October 2011 - March 2012
Infoblox December 2010 - November 2011
CBS Corporation September 2003 - December 2010
Nixon Peabody LLP April 2003 - September 2003
American Lawyer Media 2002 - 2003
Orientation.com February 1998 - September 2000
Skills
E-commerce, Content Management, SharePoint, Social Media, Information Architecture, Project Management, CMS, SEO, Web Development, Dreamweaver, Enterprise Software, Web Services, Web Design, Web Content Management, User Experience, CSS, Web Project Management, Integration, CRM, SDLC, Databases, Management
Education
Fordham University 1993 — 1997
BA
HOK April 2015 - Present
Wells Fargo June 2013 - March 2015
Ubisoft May 2012 - May 2013
Expontential Interactive October 2011 - March 2012
Infoblox December 2010 - November 2011
CBS Corporation September 2003 - December 2010
Nixon Peabody LLP April 2003 - September 2003
American Lawyer Media 2002 - 2003
Orientation.com February 1998 - September 2000
Skills
E-commerce, Content Management, SharePoint, Social Media, Information Architecture, Project Management, CMS, SEO, Web Development, Dreamweaver, Enterprise Software, Web Services, Web Design, Web Content Management, User Experience, CSS, Web Project Management, Integration, CRM, SDLC, Databases, Management
Education
Fordham University 1993 — 1997
BA
Parshadi Shah's Wells Fargo Experience September 2013 - Present
Job Sr. Ux Designer at Wells Fargo
Industry Internet
Experience
Wells Fargo September 2013 - Present
Wells Fargo September 2010 - September 2013
Salesforce.com April 2007 - May 2009
appMail June 2005 - March 2007
SAP Labs December 2004 - June 2005
Proxyinformation.com December 2004 - January 2005
IT Help Desk Appliance(folded) July 2003 - October 2003
Children's Oncology Group (merged) September 2002 - December 2002
Hemming Birds January 1995 - December 2000
Skills
OmniGraffle, Usability, Interaction Design, Information Architecture, User Interface Design, User Experience, Usability Testing, User Interface, User Experience Design, CSS, Heuristic Evaluation, Wireframes, Agile Methodologies, Dreamweaver, Flash
Education
Foothill College
Certificate in Web Publishing
NIIT
Certificates in Web-Centric Computing, Application in Web Designing and Development
Palm Beach School
University Of Bombay
Bachelor of Commerce, Financial Accounting and Auditing
Wells Fargo September 2013 - Present
Wells Fargo September 2010 - September 2013
Salesforce.com April 2007 - May 2009
appMail June 2005 - March 2007
SAP Labs December 2004 - June 2005
Proxyinformation.com December 2004 - January 2005
IT Help Desk Appliance(folded) July 2003 - October 2003
Children's Oncology Group (merged) September 2002 - December 2002
Hemming Birds January 1995 - December 2000
Skills
OmniGraffle, Usability, Interaction Design, Information Architecture, User Interface Design, User Experience, Usability Testing, User Interface, User Experience Design, CSS, Heuristic Evaluation, Wireframes, Agile Methodologies, Dreamweaver, Flash
Education
Foothill College
Certificate in Web Publishing
NIIT
Certificates in Web-Centric Computing, Application in Web Designing and Development
Palm Beach School
University Of Bombay
Bachelor of Commerce, Financial Accounting and Auditing
Mike Blaylock's Wells Fargo Experience August 2015 - Present
Job Sr. SharePoint Developer at Wells Fargo
Industry Computer Software
Experience
Wells Fargo August 2015 - Present
Cancer Treatment Centers of America March 2015 - August 2015
Make Technology January 2010 - March 2015
BCBS AZ April 2014 - July 2014
Design Mind July 2013 - January 2014
Dolby Laboratories 2013 - 2013
Puget Sound Sharepoint User Group June 2007 - July 2009
Amazon April 2008 - August 2008
Ramp Group May 2007 - July 2007
Ramp Technology Group 2007 - 2007
Skills
SharePoint, C#, ASP.NET, Microsoft SQL Server, .NET, Agile Methodologies, Cloud Computing, Software Development, XML, AJAX, Visual Studio, Web Development, WCF, Web Services, Microsoft Office..., SOA, IIS, Enterprise Architecture, Consulting, SDLC, Integration, Enterprise Software
Education
Foothill College 1993 — 1995
BioChemistry
Foothill College 1993 — 1995
Biochemistry
Wells Fargo August 2015 - Present
Cancer Treatment Centers of America March 2015 - August 2015
Make Technology January 2010 - March 2015
BCBS AZ April 2014 - July 2014
Design Mind July 2013 - January 2014
Dolby Laboratories 2013 - 2013
Puget Sound Sharepoint User Group June 2007 - July 2009
Amazon April 2008 - August 2008
Ramp Group May 2007 - July 2007
Ramp Technology Group 2007 - 2007
Skills
SharePoint, C#, ASP.NET, Microsoft SQL Server, .NET, Agile Methodologies, Cloud Computing, Software Development, XML, AJAX, Visual Studio, Web Development, WCF, Web Services, Microsoft Office..., SOA, IIS, Enterprise Architecture, Consulting, SDLC, Integration, Enterprise Software
Education
Foothill College 1993 — 1995
BioChemistry
Foothill College 1993 — 1995
Biochemistry
Jennifer Pritchett's Wells Fargo Experience November 2011 - Present
Job Application Systems Engineer at Wells Fargo
Industry Computer Software
Experience
Wells Fargo November 2011 - Present
Wells Fargo Advisors, LLC January 2009 - November 2011
Wachovia Securities, LLC October 2007 - December 2008
AG Edwards & Sons, Inc. 2005 - October 2007
Anheuser-Busch Companies, Inc. 2000 - 2004
Trendmasters 1999 - 2000
Skills
DB2, SDLC, Business Objects, Visio, Teradata, SOA, SQL, Databases, Data Warehousing, Oracle, Requirements Gathering, ETL, Analysis, Enterprise Architecture, Requirements Analysis
Education
Webster University 2002 — 2004
MBA, Business Admin.
Fontbonne University 1995 — 1999
BS, Computer Science
Ursuline 1991 — 1995
Wells Fargo November 2011 - Present
Wells Fargo Advisors, LLC January 2009 - November 2011
Wachovia Securities, LLC October 2007 - December 2008
AG Edwards & Sons, Inc. 2005 - October 2007
Anheuser-Busch Companies, Inc. 2000 - 2004
Trendmasters 1999 - 2000
Skills
DB2, SDLC, Business Objects, Visio, Teradata, SOA, SQL, Databases, Data Warehousing, Oracle, Requirements Gathering, ETL, Analysis, Enterprise Architecture, Requirements Analysis
Education
Webster University 2002 — 2004
MBA, Business Admin.
Fontbonne University 1995 — 1999
BS, Computer Science
Ursuline 1991 — 1995
Bradley Burke's Wells Fargo Experience December 2005 - December 2006
Job Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC October 2014 - Present
Value Creation, LLC May 2014 - Present
Morgan Stanley Private Wealth Management February 2014 - May 2014
Wells Fargo Advisors, LLC May 2010 - December 2013
VentureLoop April 2009 - May 2010
Elgae Associates September 2007 - May 2010
Alliant Credit Union June 2009 - November 2009
InsideVenture January 2009 - March 2009
VIP Concierge Services April 2007 - December 2007
Wells Fargo December 2005 - December 2006
Skills
Entrepreneurship, Financial Analysis, Investment Banking, Investments, Strategy, Capital Markets, Business Development, Leadership, Sales, Finance, Marketing Strategy, Venture Capital, Insurance, Coaching, Financial Services, Start-ups, Mergers & Acquisitions, Private Equity, Portfolio Management, Financial Modeling, Valuation, Business Strategy, Management Consulting, Business Planning, Due Diligence, IPO, Corporate Finance, Banking, Executive Management, Strategic Financial..., Credit, Corporate Development, Relationship Management, Wealth Management, Alternative Investments, Competitive Analysis, Strategic Partnerships, Investor Relations, Analysis, Market Research, Investment Advisory, Securities, Mutual Funds, Equities, Loans, Series 7, Mortgage Lending, Strategic Planning, Credit Analysis, New Business Development
Education
University of California, Santa Barbara 1998 — 2000
Bachelors, Business Economics & Accounting
Foothill College 1995 — 1998
AA, Economics
AXA Advisors, LLC October 2014 - Present
Value Creation, LLC May 2014 - Present
Morgan Stanley Private Wealth Management February 2014 - May 2014
Wells Fargo Advisors, LLC May 2010 - December 2013
VentureLoop April 2009 - May 2010
Elgae Associates September 2007 - May 2010
Alliant Credit Union June 2009 - November 2009
InsideVenture January 2009 - March 2009
VIP Concierge Services April 2007 - December 2007
Wells Fargo December 2005 - December 2006
Skills
Entrepreneurship, Financial Analysis, Investment Banking, Investments, Strategy, Capital Markets, Business Development, Leadership, Sales, Finance, Marketing Strategy, Venture Capital, Insurance, Coaching, Financial Services, Start-ups, Mergers & Acquisitions, Private Equity, Portfolio Management, Financial Modeling, Valuation, Business Strategy, Management Consulting, Business Planning, Due Diligence, IPO, Corporate Finance, Banking, Executive Management, Strategic Financial..., Credit, Corporate Development, Relationship Management, Wealth Management, Alternative Investments, Competitive Analysis, Strategic Partnerships, Investor Relations, Analysis, Market Research, Investment Advisory, Securities, Mutual Funds, Equities, Loans, Series 7, Mortgage Lending, Strategic Planning, Credit Analysis, New Business Development
Education
University of California, Santa Barbara 1998 — 2000
Bachelors, Business Economics & Accounting
Foothill College 1995 — 1998
AA, Economics
Matthew. Weber's Wells Fargo Experience 2004 - 2006
Job CFO at Gaming Capital Group, LLC
Industry Gambling & Casinos
Experience
Gaming Capital Group, LLC October 2006 - Present
Wells Fargo 2004 - 2006
Education
Fordham University 1995 — 1999
Gaming Capital Group, LLC October 2006 - Present
Wells Fargo 2004 - 2006
Education
Fordham University 1995 — 1999
Matthew M Farrell's Wells Fargo Experience March 2012 - April 2014
Job VP Commercial Relationship Manager at First Niagara Bank
Industry Banking
Experience
First Niagara Bank April 2014 - Present
Wells Fargo March 2012 - April 2014
HSBC Bank 2007 - March 2012
Webster Bank 2003 - 2007
Wachovia Bank January 1995 - February 2003
Skills
Credit, Cash Management, Commercial Lending, Commercial Banking, Trade Finance, Small Business Lending, Foreign Exchange..., Insurance, Portfolio Management, Loans, Finance, Banking, Credit Analysis, Consumer Lending, Treasury Management, Lines Of Credit, Financial Analysis, Mortgage Lending
Education
Fordham University
Bachelor of Business Administration (B.B.A.)
College of Westchester
Business Management & Finance
First Niagara Bank April 2014 - Present
Wells Fargo March 2012 - April 2014
HSBC Bank 2007 - March 2012
Webster Bank 2003 - 2007
Wachovia Bank January 1995 - February 2003
Skills
Credit, Cash Management, Commercial Lending, Commercial Banking, Trade Finance, Small Business Lending, Foreign Exchange..., Insurance, Portfolio Management, Loans, Finance, Banking, Credit Analysis, Consumer Lending, Treasury Management, Lines Of Credit, Financial Analysis, Mortgage Lending
Education
Fordham University
Bachelor of Business Administration (B.B.A.)
College of Westchester
Business Management & Finance
Stella Bayer's Wells Fargo Experience January 2008 - July 2010
Job Owner at Stellar Consignment
Industry Banking
Experience
Stellar Consignment October 2010 - Present
Wells Fargo January 2008 - July 2010
Macy's West November 2004 - September 2007
Macy's West May 1976 - September 2007
Skills
Textiles, Retail, Visual Merchandising, Loss Prevention, Sales, Customer Service, Trend, Profit, POS, Fashion, Customer Experience, Inventory Management, Customer Satisfaction, Marketing, Time Management, Asset Allocation, Wholesale, Apparel
Education
University of California, Davis 1978 — 1981
BS, Consumer Textiles
Foothill College 1976 — 1978
aa, German
Stellar Consignment October 2010 - Present
Wells Fargo January 2008 - July 2010
Macy's West November 2004 - September 2007
Macy's West May 1976 - September 2007
Skills
Textiles, Retail, Visual Merchandising, Loss Prevention, Sales, Customer Service, Trend, Profit, POS, Fashion, Customer Experience, Inventory Management, Customer Satisfaction, Marketing, Time Management, Asset Allocation, Wholesale, Apparel
Education
University of California, Davis 1978 — 1981
BS, Consumer Textiles
Foothill College 1976 — 1978
aa, German
Richard Schilling's Wells Fargo Experience January 2005 - September 2005
Job Experienced IT Developer
Industry Information Technology and Services
Experience
Lockheed Martin November 2010 - October 2013
Lockheed Martin November 2008 - November 2010
MasterCard August 2007 - October 2008
Anheuser-Busch Companies, Inc. September 2006 - July 2007
Business Objects April 2006 - September 2006
Kirby Inland Marine LP February 2006 - April 2006
RZ Solutions September 2005 - January 2006
Wells Fargo January 2005 - September 2005
Anheuser-Busch Companies, Inc. April 2000 - January 2005
Education
Fontbonne University 1995 — 1997
Lockheed Martin November 2010 - October 2013
Lockheed Martin November 2008 - November 2010
MasterCard August 2007 - October 2008
Anheuser-Busch Companies, Inc. September 2006 - July 2007
Business Objects April 2006 - September 2006
Kirby Inland Marine LP February 2006 - April 2006
RZ Solutions September 2005 - January 2006
Wells Fargo January 2005 - September 2005
Anheuser-Busch Companies, Inc. April 2000 - January 2005
Education
Fontbonne University 1995 — 1997
Beth Rakin's Wells Fargo Experience September 2011 - Present
Job Banking Leadership
Industry Banking
Experience
Wells Fargo September 2011 - Present
The Wells Fargo Private Bank October 2009 - September 2011
Bank of America 1992 - 2004
Summit Bank 1992 - 1995
Citibank (Banamex USA) 1984 - 1989
Warner Publisher Services January 1980 - October 1984
Skills
Loans, Credit, Banking, Small Business Lending, Commercial Lending, Consumer Lending, Series 7, Credit Analysis, Portfolio Management, Strategic Financial..., Wealth Management, Mutual Funds, Commercial Banking, Mortgage Lending, Relationship Management, Underwriting, Investments, Financial Advisory, Retail Banking, Leadership, Financial Services, Lines Of Credit, Management, Series 63, Loan Origination, Private Banking, Insurance, Risk Management, Strategy, Coaching, Cross Selling, Sales, Strategic Planning, Financial Planning
Education
IPEC 2015 — 2015
In Pursuit of Executive Coaching Certificate
University of Pennsylvania 1999 — 2001
Fordham University 1989 — 1991
B.A. Economics, Business/Managerial Economics
Wells Fargo September 2011 - Present
The Wells Fargo Private Bank October 2009 - September 2011
Bank of America 1992 - 2004
Summit Bank 1992 - 1995
Citibank (Banamex USA) 1984 - 1989
Warner Publisher Services January 1980 - October 1984
Skills
Loans, Credit, Banking, Small Business Lending, Commercial Lending, Consumer Lending, Series 7, Credit Analysis, Portfolio Management, Strategic Financial..., Wealth Management, Mutual Funds, Commercial Banking, Mortgage Lending, Relationship Management, Underwriting, Investments, Financial Advisory, Retail Banking, Leadership, Financial Services, Lines Of Credit, Management, Series 63, Loan Origination, Private Banking, Insurance, Risk Management, Strategy, Coaching, Cross Selling, Sales, Strategic Planning, Financial Planning
Education
IPEC 2015 — 2015
In Pursuit of Executive Coaching Certificate
University of Pennsylvania 1999 — 2001
Fordham University 1989 — 1991
B.A. Economics, Business/Managerial Economics
Stephanie Babich-Allegra's Wells Fargo Experience October 2014 - Present
Job Experienced Relationship Banker
Industry Banking
Experience
Wells Fargo October 2014 - Present
Wells Fargo June 2012 - October 2014
BNP Paribas October 2010 - November 2011
BNP Paribas Fortis May 2008 - October 2010
Fortis Bank May 2005 - May 2008
Royal Bank of Canada / RBC Capital Markets February 1999 - May 2005
Royal Bank of Canada / RBC Capital Markets July 1997 - February 1999
Fitch Ratings January 1994 - June 1997
US Trust Co of NY March 1988 - December 1993
Skills
Capital Markets, Banking, Portfolio Management, Finance, Credit Risk, Financial Modeling, Investment Banking, Credit, Financial Risk, Management
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
State University of New York at Stony Brook
BS, Applied Math & Statistics, College of Engineering and Applied Sciences
Wells Fargo October 2014 - Present
Wells Fargo June 2012 - October 2014
BNP Paribas October 2010 - November 2011
BNP Paribas Fortis May 2008 - October 2010
Fortis Bank May 2005 - May 2008
Royal Bank of Canada / RBC Capital Markets February 1999 - May 2005
Royal Bank of Canada / RBC Capital Markets July 1997 - February 1999
Fitch Ratings January 1994 - June 1997
US Trust Co of NY March 1988 - December 1993
Skills
Capital Markets, Banking, Portfolio Management, Finance, Credit Risk, Financial Modeling, Investment Banking, Credit, Financial Risk, Management
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
State University of New York at Stony Brook
BS, Applied Math & Statistics, College of Engineering and Applied Sciences
Lynette Lines's Wells Fargo Experience March 2001 - May 2004
Job Project Manager at YaleNew Haven Hospital/Yale University Center for Outcomes Research and Evaluation
Industry Hospital & Health Care
Experience
Yale University/Yale-New Haven Hospital Center for Outcomes Research and Evaluation (CORE) July 2015 - Present
Yale New Haven Health System Center for Healthcare Solutions June 2005 - Present
Juvenile Diabetes Research Foundation June 2004 - June 2005
Wells Fargo March 2001 - May 2004
Skills
Healthcare, Workshop Facilitation, Leadership Development, Program Development, Training, Team Building, Coaching, Employee Training, Training Delivery, Hospitals, Adult Education, Curriculum Development, Curriculum Design, Emergency Management, Analysis, Organizational..., Performance Improvement, Project Management, Exercise Design, Leadership, Program Management, Policy, Program Evaluation, Instructional Design, Microsoft Office, PowerPoint, Public Speaking, Non-profits, Strategic Planning, Staff Development, Government, Process Improvement, Instructor-led Training, Healthcare Management, Change Management, Supervisory Skills, Disaster Response, E-Learning
Education
Fordham University 1995 — 1996
MST, Education
Fordham University 1991 — 1995
BS, Psychology, Philosophy
Yale University/Yale-New Haven Hospital Center for Outcomes Research and Evaluation (CORE) July 2015 - Present
Yale New Haven Health System Center for Healthcare Solutions June 2005 - Present
Juvenile Diabetes Research Foundation June 2004 - June 2005
Wells Fargo March 2001 - May 2004
Skills
Healthcare, Workshop Facilitation, Leadership Development, Program Development, Training, Team Building, Coaching, Employee Training, Training Delivery, Hospitals, Adult Education, Curriculum Development, Curriculum Design, Emergency Management, Analysis, Organizational..., Performance Improvement, Project Management, Exercise Design, Leadership, Program Management, Policy, Program Evaluation, Instructional Design, Microsoft Office, PowerPoint, Public Speaking, Non-profits, Strategic Planning, Staff Development, Government, Process Improvement, Instructor-led Training, Healthcare Management, Change Management, Supervisory Skills, Disaster Response, E-Learning
Education
Fordham University 1995 — 1996
MST, Education
Fordham University 1991 — 1995
BS, Psychology, Philosophy
Lisa Kepler's Wells Fargo Experience November 2009 - Present
Job Executive Assistant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2009 - Present
MBIA October 2007 - July 2009
Westcon Group, Inc. October 2002 - June 2007
Siebel Systems December 2000 - July 2002
Billingsley Realty June 1998 - June 2000
Worldcom 2000 - 2000
Learning International May 1987 - December 1997
Skills
Customer Service, Training, Access, Marketing Communications, Fundraising, Human Resources, Team Building, SharePoint, Microsoft Excel, Public Speaking, PowerPoint, Outlook, Event Planning, Budgets, Sales, Microsoft Office, Strategic Planning, Project Management, Leadership, Policy, Leadership Development, Recruiting, Management, Employee Relations, Program Management, Coaching, Organizational..., Nonprofits, Event Management, Change Management
Education
Fordham University 1981 — 1985
GCA
HRS
Wells Fargo November 2009 - Present
MBIA October 2007 - July 2009
Westcon Group, Inc. October 2002 - June 2007
Siebel Systems December 2000 - July 2002
Billingsley Realty June 1998 - June 2000
Worldcom 2000 - 2000
Learning International May 1987 - December 1997
Skills
Customer Service, Training, Access, Marketing Communications, Fundraising, Human Resources, Team Building, SharePoint, Microsoft Excel, Public Speaking, PowerPoint, Outlook, Event Planning, Budgets, Sales, Microsoft Office, Strategic Planning, Project Management, Leadership, Policy, Leadership Development, Recruiting, Management, Employee Relations, Program Management, Coaching, Organizational..., Nonprofits, Event Management, Change Management
Education
Fordham University 1981 — 1985
GCA
HRS
Bessie Mitskaris's Wells Fargo Experience 2013 - Present
Job Digital Sales and Marketing Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2013 - Present
Teach With Africa 2008 - 2014
UniRush,LLC 2012 - 2012
Charles Schwab & Co. 2006 - 2011
Franklin Templeton Investments 2003 - 2006
Dreyfus 2001 - 2003
PaineWebber 1999 - 2001
JP Morgan 1997 - 1999
Skills
Product Management, Competitive Analysis, Product Marketing, Financial Services, Mutual Funds, Product Development, Analytics, Relationship Management, Marketing, Marketing Strategy, Strategic Planning, Series 6, Consumer Behaviour, Strategy, Strategic Partnerships, Cross-functional Team..., Direct Marketing, Digital Marketing, Market Research, Customer Acquisition, CRM, Finance, Banking, Brand Management, Segmentation
Education
Iona College 2003 — 2005
MBA
Fordham University
BS
Wells Fargo 2013 - Present
Teach With Africa 2008 - 2014
UniRush,LLC 2012 - 2012
Charles Schwab & Co. 2006 - 2011
Franklin Templeton Investments 2003 - 2006
Dreyfus 2001 - 2003
PaineWebber 1999 - 2001
JP Morgan 1997 - 1999
Skills
Product Management, Competitive Analysis, Product Marketing, Financial Services, Mutual Funds, Product Development, Analytics, Relationship Management, Marketing, Marketing Strategy, Strategic Planning, Series 6, Consumer Behaviour, Strategy, Strategic Partnerships, Cross-functional Team..., Direct Marketing, Digital Marketing, Market Research, Customer Acquisition, CRM, Finance, Banking, Brand Management, Segmentation
Education
Iona College 2003 — 2005
MBA
Fordham University
BS
Christopher Hanly's Wells Fargo Experience July 2008 - October 2009
Job Investment Adviser, Columnist, Keynote speaker at Gary Goldberg Financial Services
Industry Investment Management
Experience
Gary Goldberg Financial Services February 2010 - Present
Wells Fargo July 2008 - October 2009
Citigroup Corporate and Investment Bank June 2006 - February 2007
Skills
Investment Advisory, Wealth Accumulation..., Wealth Preservation..., Strategic Financial..., Relationship Management, Public Speaking, Asset Management, Capital Markets, Financial Advisory, Investment Banking, Wealth Management, Investment Strategies, Derivatives, Mutual Funds, Series 7, Money Management, Risk Management, Variable Annuities, Athlete Representation, 401k, 401k Rollovers, Writing, Fiduciary Management, Securities Regulation, Tax Efficiency, Financial Planning
Education
Hofstra University 2004 — 2008
BBA, Finance, Marketing
Fordham University 2003 — 2004
Business, Economics
Bergen Catholic High School 1999 — 2003
Gary Goldberg Financial Services February 2010 - Present
Wells Fargo July 2008 - October 2009
Citigroup Corporate and Investment Bank June 2006 - February 2007
Skills
Investment Advisory, Wealth Accumulation..., Wealth Preservation..., Strategic Financial..., Relationship Management, Public Speaking, Asset Management, Capital Markets, Financial Advisory, Investment Banking, Wealth Management, Investment Strategies, Derivatives, Mutual Funds, Series 7, Money Management, Risk Management, Variable Annuities, Athlete Representation, 401k, 401k Rollovers, Writing, Fiduciary Management, Securities Regulation, Tax Efficiency, Financial Planning
Education
Hofstra University 2004 — 2008
BBA, Finance, Marketing
Fordham University 2003 — 2004
Business, Economics
Bergen Catholic High School 1999 — 2003
Samuel Hawks's Wells Fargo Experience November 2011 - July 2012
Job Private Tutor / Life Skills Coach
Industry Individual & Family Services
Experience
Self -Employed March 2014 - Present
Foothill-De Anza Community College District April 2014 - December 2014
Wyndham Vacation Ownership October 2012 - August 2013
Wells Fargo November 2011 - July 2012
Starbucks Coffee Company March 2005 - November 2010
Foothill Entrepreneur Center (FEC) April 2008 - August 2008
fremont hills country club 2003 - 2004
Skills
Coffee, Cashiering, Retail Sales, Inventory Management, Merchandising, Retail, Visual Merchandising, Customer Service, Facebook, Time Management, Event Planning, Marketing, Entrepreneurship, PowerPoint, Sales, Social Media, Data Entry, Social Media Marketing, Social Networking, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word
Education
Foothill College 2008 — 2010
Associate's Degree, Business Administration, Management and Operations
Seattle University 2006 — 2007
N/A, Political Science/Pre-law
Self -Employed March 2014 - Present
Foothill-De Anza Community College District April 2014 - December 2014
Wyndham Vacation Ownership October 2012 - August 2013
Wells Fargo November 2011 - July 2012
Starbucks Coffee Company March 2005 - November 2010
Foothill Entrepreneur Center (FEC) April 2008 - August 2008
fremont hills country club 2003 - 2004
Skills
Coffee, Cashiering, Retail Sales, Inventory Management, Merchandising, Retail, Visual Merchandising, Customer Service, Facebook, Time Management, Event Planning, Marketing, Entrepreneurship, PowerPoint, Sales, Social Media, Data Entry, Social Media Marketing, Social Networking, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word
Education
Foothill College 2008 — 2010
Associate's Degree, Business Administration, Management and Operations
Seattle University 2006 — 2007
N/A, Political Science/Pre-law
Crystal Browley's Wells Fargo Experience April 2010 - Present
Job Patient Advocate Coordinator at ExpressScripts
Industry Pharmaceuticals
Experience
Wells Fargo April 2010 - Present
Express-Scripts April 2008 - March 2009
Express Scripts April 2008 - March 2009
Enterprise Rent-A-Car September 2006 - August 2007
US Bank August 2005 - August 2006
Home Depot June 2002 - August 2004
Education
Fontbonne University
Bachelor, Management Liberal Arts
St. Louis Community College
Wells Fargo April 2010 - Present
Express-Scripts April 2008 - March 2009
Express Scripts April 2008 - March 2009
Enterprise Rent-A-Car September 2006 - August 2007
US Bank August 2005 - August 2006
Home Depot June 2002 - August 2004
Education
Fontbonne University
Bachelor, Management Liberal Arts
St. Louis Community College
Dr. Patricia Johnson's Wells Fargo Experience 2008 - 2011
Job Experienced in Org & Leadership Development, PMO Development, Process Improvement, & Change Management
Industry Management Consulting
Experience
Phoenix Collective, LLC January 2006 - Present
University of San Francisco September 2003 - Present
Wells Fargo 2008 - 2011
Charles Schwab 2007 - 2008
Washington Mutual 2004 - 2006
Providian Financial 2000 - 2003
Skills
Strategy, Process Improvement, Six Sigma, Business Strategy, CRM, Organizational..., Management, Program Management, Operations Management, Leadership, Direct Marketing, Project Management, Data Analysis
Education
Fordham Gabelli School of Business 1997 — 1999
MBA, Deming Scholar
New York University
BA, Liberal Arts
University of San Francisco
Doctorate, Organization & Leadership
Phoenix Collective, LLC January 2006 - Present
University of San Francisco September 2003 - Present
Wells Fargo 2008 - 2011
Charles Schwab 2007 - 2008
Washington Mutual 2004 - 2006
Providian Financial 2000 - 2003
Skills
Strategy, Process Improvement, Six Sigma, Business Strategy, CRM, Organizational..., Management, Program Management, Operations Management, Leadership, Direct Marketing, Project Management, Data Analysis
Education
Fordham Gabelli School of Business 1997 — 1999
MBA, Deming Scholar
New York University
BA, Liberal Arts
University of San Francisco
Doctorate, Organization & Leadership
Freddie Irizarry's Wells Fargo Experience January 2010 - December 2010
Job Project Coordinator at Internetwork Engineering
Industry Computer Networking
Experience
Internetwork Engineering July 2015 - Present
Internetwork Engineering November 2013 - July 2015
Velocitor Solutions December 2010 - November 2013
Wells Fargo January 2010 - December 2010
Alltech Business Solutions LLC August 2008 - January 2009
Skills
Technical Support, Active Directory, Troubleshooting, Windows, Help Desk Support, Windows 7, Computer Hardware, BMC Remedy, Networking, Software Documentation, System Administration, Servers, Software Installation, Network Administration, VPN, Windows Server, VMware, Visio, Training, Laptops, TCP/IP, Microsoft Office, Citrix, Process Improvement, Customer Service, Hardware, Operating Systems, Call Centers, Team Building, Management, Remote Desktop, Lotus Notes, Microsoft Excel, Information Technology, VMware ESX, Outlook, Team Leadership, VMware Workstation, VMware View, VMware Server, vSphere, vCenter Server, Microsoft System Center, Xenmobile Device Manager, Xenmobile AppController, VDI, Citrix XenDesktop, VMware Fusion, VMware vSphere
Education
Fordham University 1999 — 2003
Bachelors, Computer Science, Business Administration
Cardinal Hayes
Internetwork Engineering July 2015 - Present
Internetwork Engineering November 2013 - July 2015
Velocitor Solutions December 2010 - November 2013
Wells Fargo January 2010 - December 2010
Alltech Business Solutions LLC August 2008 - January 2009
Skills
Technical Support, Active Directory, Troubleshooting, Windows, Help Desk Support, Windows 7, Computer Hardware, BMC Remedy, Networking, Software Documentation, System Administration, Servers, Software Installation, Network Administration, VPN, Windows Server, VMware, Visio, Training, Laptops, TCP/IP, Microsoft Office, Citrix, Process Improvement, Customer Service, Hardware, Operating Systems, Call Centers, Team Building, Management, Remote Desktop, Lotus Notes, Microsoft Excel, Information Technology, VMware ESX, Outlook, Team Leadership, VMware Workstation, VMware View, VMware Server, vSphere, vCenter Server, Microsoft System Center, Xenmobile Device Manager, Xenmobile AppController, VDI, Citrix XenDesktop, VMware Fusion, VMware vSphere
Education
Fordham University 1999 — 2003
Bachelors, Computer Science, Business Administration
Cardinal Hayes
Seraj Najmi's Wells Fargo Experience September 2005 - September 2006
Job Asst Manager at State Farm Mutual
Industry Banking
Experience
State Farm Mutual January 2011 - Present
Countrywide Financial July 2007 - December 2011
Countrywide Financial July 2007 - April 2009
Wells Fargo September 2005 - September 2006
Wells Fargo September 2005 - September 2006
World Financial Group June 2005 - September 2005
KeyPoint Credit Union January 2000 - January 2005
Bayshore Union May 1994 - July 2000
The Family Pizza September 1993 - January 1997
Skills
Cash Management, Credit, Loans, Banking, Financial Analysis, Financial Planning, Insurance, Investments, Portfolio Management, Asset Management, Customer Service, Small Business, Customer Relations, Economics, Microsoft Office, Customer Satisfaction, Financial Services, Retail Banking, Leadership, Commercial Lending, Training, Relationship Management, Credit Analysis, Consumer Lending, Mortgage Lending, Small Business Lending, Credit Risk, Loan Origination, Commercial Banking
Education
Foothill College 2003 — 2004
Associate of Arts, Banking and Financial Support Services
KeyPoint Institute 2002 — 2002
AA Degree, Banking Operation
Foothill College 1992 — 1995
Accounting
Foothill College
Economics, Accounting
State Farm Mutual January 2011 - Present
Countrywide Financial July 2007 - December 2011
Countrywide Financial July 2007 - April 2009
Wells Fargo September 2005 - September 2006
Wells Fargo September 2005 - September 2006
World Financial Group June 2005 - September 2005
KeyPoint Credit Union January 2000 - January 2005
Bayshore Union May 1994 - July 2000
The Family Pizza September 1993 - January 1997
Skills
Cash Management, Credit, Loans, Banking, Financial Analysis, Financial Planning, Insurance, Investments, Portfolio Management, Asset Management, Customer Service, Small Business, Customer Relations, Economics, Microsoft Office, Customer Satisfaction, Financial Services, Retail Banking, Leadership, Commercial Lending, Training, Relationship Management, Credit Analysis, Consumer Lending, Mortgage Lending, Small Business Lending, Credit Risk, Loan Origination, Commercial Banking
Education
Foothill College 2003 — 2004
Associate of Arts, Banking and Financial Support Services
KeyPoint Institute 2002 — 2002
AA Degree, Banking Operation
Foothill College 1992 — 1995
Accounting
Foothill College
Economics, Accounting
Marc Hineman, MBA's Wells Fargo Experience 2010 - 2012
Job Director, Market Structure & Electronic Trading Services COO at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities 2013 - Present
Wells Fargo Securities February 2012 - October 2013
Wells Fargo 2010 - 2012
Wells Capital Management 2009 - November 2010
Evergreen Investments 2005 - September 2009
JPMorgan Chase 2001 - April 2005
JPMorgan Chase 1999 - April 2001
Undisclosed 1997 - 1999
Education
Fordham Gabelli School of Business 2001 — 2004
MBA, Finance and Real Estate
State University of New York College at Oswego 1993 — 1997
BA, Public Justice
Red Hook
Wells Fargo Securities 2013 - Present
Wells Fargo Securities February 2012 - October 2013
Wells Fargo 2010 - 2012
Wells Capital Management 2009 - November 2010
Evergreen Investments 2005 - September 2009
JPMorgan Chase 2001 - April 2005
JPMorgan Chase 1999 - April 2001
Undisclosed 1997 - 1999
Education
Fordham Gabelli School of Business 2001 — 2004
MBA, Finance and Real Estate
State University of New York College at Oswego 1993 — 1997
BA, Public Justice
Red Hook
Nadine Cameron's Wells Fargo Experience 2013 - 2015
Job Banking Professional
Industry Banking
Experience
Wells Fargo 2013 - 2015
Wells Fargo 2013 - 2015
BOA September 2005 - February 2009
Education
Fordham University 1995 — 1998
BS, Information System
Wells Fargo 2013 - 2015
Wells Fargo 2013 - 2015
BOA September 2005 - February 2009
Education
Fordham University 1995 — 1998
BS, Information System
Ludmila Golad, JD, AEP's Wells Fargo Experience May 2006 - December 2011
Job Director, Wealth Management, New York and Northern New Jersey at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management December 2014 - Present
Valley Hospital Foundation 2008 - Present
Bergen County Estate Planning Council 1987 - Present
PNC Wealth Management September 2012 - December 2014
Wells Fargo Private Bank May 2009 - December 2011
Wells Fargo May 2006 - December 2011
Wachovia, A Wells Fargo Company May 2006 - December 2008
U. S. Trust Company 1985 - 2006
Dunnington, Bartholow & Miller 1981 - 1985
Skills
Trust Management, New Business Development, Estate Planning, Trust Services, Private Wealth..., High Net Worth..., Wealth Management, Asset Allocation, Wealth Management..., Investments, Retirement, Asset Management, Mutual Funds, Strategic Financial..., Private Banking, Banking, Wealth, Insurance, Mortgage Lending, Finance, Business Development, Private Equity, Strategy, Relationship Management, Trusts, Financial Advisory, Securities, Pensions, Series 63, Estate Administration, Investment Management, Series 7, Investment Advisory, Retirement Planning, Portfolio Management, Investment Strategies, Alternative Investments
Education
Fordham University School of Law
Doctor of Law (J.D.), Law
New York University
Bachelor of Arts (B.A.), English Major; Politics Minor
PNC Wealth Management December 2014 - Present
Valley Hospital Foundation 2008 - Present
Bergen County Estate Planning Council 1987 - Present
PNC Wealth Management September 2012 - December 2014
Wells Fargo Private Bank May 2009 - December 2011
Wells Fargo May 2006 - December 2011
Wachovia, A Wells Fargo Company May 2006 - December 2008
U. S. Trust Company 1985 - 2006
Dunnington, Bartholow & Miller 1981 - 1985
Skills
Trust Management, New Business Development, Estate Planning, Trust Services, Private Wealth..., High Net Worth..., Wealth Management, Asset Allocation, Wealth Management..., Investments, Retirement, Asset Management, Mutual Funds, Strategic Financial..., Private Banking, Banking, Wealth, Insurance, Mortgage Lending, Finance, Business Development, Private Equity, Strategy, Relationship Management, Trusts, Financial Advisory, Securities, Pensions, Series 63, Estate Administration, Investment Management, Series 7, Investment Advisory, Retirement Planning, Portfolio Management, Investment Strategies, Alternative Investments
Education
Fordham University School of Law
Doctor of Law (J.D.), Law
New York University
Bachelor of Arts (B.A.), English Major; Politics Minor
Dorothy (Dee) Dennis's Wells Fargo Experience February 2000 - Present
Job Sr Vice President, Human Resources Mgr at Wells Fargo
Industry Financial Services
Experience
Retired, Inc. July 2014 - Present
Wells Fargo February 2000 - Present
American Express 1987 - 1995
Education
Fordham Gabelli School of Business 1976 — 1981
MBA, Management
Fordham University 1970 — 1974
BS
Mt St Ursula 1966 — 1970
Retired, Inc. July 2014 - Present
Wells Fargo February 2000 - Present
American Express 1987 - 1995
Education
Fordham Gabelli School of Business 1976 — 1981
MBA, Management
Fordham University 1970 — 1974
BS
Mt St Ursula 1966 — 1970
Jon Vojta's Wells Fargo Experience January 2009 - Present
Job Director at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo January 2009 - Present
Wachovia, A Wells Fargo Company June 2003 - January 2009
Prudential Securities May 1998 - June 2003
Cowen and Company March 1996 - April 1998
Cowen and Company November 1995 - March 1996
Education
Fordham Gabelli School of Business 2006 — 2008
MBA, Finance & Marketing
Miami University 1991 — 1995
Bachelor of Science, Marketing
The Lawrenceville School
Wells Fargo January 2009 - Present
Wachovia, A Wells Fargo Company June 2003 - January 2009
Prudential Securities May 1998 - June 2003
Cowen and Company March 1996 - April 1998
Cowen and Company November 1995 - March 1996
Education
Fordham Gabelli School of Business 2006 — 2008
MBA, Finance & Marketing
Miami University 1991 — 1995
Bachelor of Science, Marketing
The Lawrenceville School
Daria Gluhovskaia's Wells Fargo Experience March 2000 - May 2009
Job QA Engineer at Credit Karma
Industry Computer Software
Experience
Credit Karma August 2015 - Present
arvato Financial Solutions, Global F&A June 2014 - April 2015
Robert Half 2015 - 2015
DocuSign January 2014 - May 2014
Huge May 2013 - November 2013
Huge May 2013 - November 2013
Hitek Services May 2010 - May 2013
VideoGenie November 2012 - April 2013
Nordstrom May 2009 - June 2012
Wells Fargo March 2000 - May 2009
Skills
Microsoft Office, PowerPoint, Windows, Outlook, Photoshop, HTML, MySQL, XML, Networking, Protocols TCP/IP, JavaScript, Banking, Loans, Selenium Testing, Black Box Testing, Russian, HTTP, HTTPS, Mac OS, Unix, Linux, SQA Team Test, Mobile Applications, Android, Software Quality..., Pivotal Tracker, LoadRunner, QTP, Testing, SQL, Integration, Regression Testing, Agile Methodologies, Databases, Test Cases, Web Applications, Manual Testing, Software Documentation, User Acceptance Testing, Operating Systems, Test Planning, SDLC, Scrum, Test Automation, Agile Project Management, System Testing, Microsoft SQL Server, Eclipse, Mobile Devices, Web Services
Education
Portnov software school 2010 — 2012
Software qa tester certification, Software quality assurance tester, Graduated
San Jose State University 2001 — 2003
Bachelor of Science (BS), Banking and Financial Support Services, 3.7 GPA
Foothill College 1998 — 2000
Associate of Arts (AA), Banking and Financial Support Services, 3.8 GPA
Credit Karma August 2015 - Present
arvato Financial Solutions, Global F&A June 2014 - April 2015
Robert Half 2015 - 2015
DocuSign January 2014 - May 2014
Huge May 2013 - November 2013
Huge May 2013 - November 2013
Hitek Services May 2010 - May 2013
VideoGenie November 2012 - April 2013
Nordstrom May 2009 - June 2012
Wells Fargo March 2000 - May 2009
Skills
Microsoft Office, PowerPoint, Windows, Outlook, Photoshop, HTML, MySQL, XML, Networking, Protocols TCP/IP, JavaScript, Banking, Loans, Selenium Testing, Black Box Testing, Russian, HTTP, HTTPS, Mac OS, Unix, Linux, SQA Team Test, Mobile Applications, Android, Software Quality..., Pivotal Tracker, LoadRunner, QTP, Testing, SQL, Integration, Regression Testing, Agile Methodologies, Databases, Test Cases, Web Applications, Manual Testing, Software Documentation, User Acceptance Testing, Operating Systems, Test Planning, SDLC, Scrum, Test Automation, Agile Project Management, System Testing, Microsoft SQL Server, Eclipse, Mobile Devices, Web Services
Education
Portnov software school 2010 — 2012
Software qa tester certification, Software quality assurance tester, Graduated
San Jose State University 2001 — 2003
Bachelor of Science (BS), Banking and Financial Support Services, 3.7 GPA
Foothill College 1998 — 2000
Associate of Arts (AA), Banking and Financial Support Services, 3.8 GPA
Amanda Rother's Wells Fargo Experience December 2012 - December 2013
Job Executive Assistant to EVP
Industry Higher Education
Experience
Myverse November 2014 - Present
Sanmina December 2013 - Present
Wells Fargo December 2012 - December 2013
Weber and Company, Inc. August 2012 - December 2012
Manresa Restaurant September 2008 - June 2012
Law Office of Robert Bachman December 2007 - June 2008
Macaroni Grill December 2006 - December 2007
TGIFridays May 2004 - December 2006
Skills
Restaurants, Customer Service, Restaurant Management, Food Service, Microsoft Office, Food & Beverage, PowerPoint, Microsoft Word, Microsoft Excel, Bartending, Hospitality, Event Planning, Time Management, Menu Development, Food, Social Media, Catering, Cooking, Facebook, Public Speaking, Google Docs, Data Entry, Sales, Social Networking, Inventory Management
Education
Foothill College 2012 — 2016
General Studies, 3.85
ITT Technical Institute 2006 — 2008
Ca. Criminal Justice
Prospect High School 2000 — 2004
Diploma, General Education
Myverse November 2014 - Present
Sanmina December 2013 - Present
Wells Fargo December 2012 - December 2013
Weber and Company, Inc. August 2012 - December 2012
Manresa Restaurant September 2008 - June 2012
Law Office of Robert Bachman December 2007 - June 2008
Macaroni Grill December 2006 - December 2007
TGIFridays May 2004 - December 2006
Skills
Restaurants, Customer Service, Restaurant Management, Food Service, Microsoft Office, Food & Beverage, PowerPoint, Microsoft Word, Microsoft Excel, Bartending, Hospitality, Event Planning, Time Management, Menu Development, Food, Social Media, Catering, Cooking, Facebook, Public Speaking, Google Docs, Data Entry, Sales, Social Networking, Inventory Management
Education
Foothill College 2012 — 2016
General Studies, 3.85
ITT Technical Institute 2006 — 2008
Ca. Criminal Justice
Prospect High School 2000 — 2004
Diploma, General Education
Jack Sommer's Wells Fargo Experience May 2013 - January 2015
Job Mortgage Loan Officer at Washington Trust Mortgage Company
Industry Real Estate
Experience
Washington Trust Mortgage Company January 2015 - Present
Wells Fargo May 2013 - January 2015
Bank of America September 2010 - April 2013
Team One Mortgage January 2003 - September 2010
Skills
Investment Properties, Real Estate, Residential Homes, Mortgage Lending, FHA, First Time Home Buyers, Refinance, Small Business, Residential Mortgages, Short Sales, Investments, Mortgage Banking, Foreclosures, Loans, REO
Education
Fordham University 1987 — 1991
Accounting
Washington Trust Mortgage Company January 2015 - Present
Wells Fargo May 2013 - January 2015
Bank of America September 2010 - April 2013
Team One Mortgage January 2003 - September 2010
Skills
Investment Properties, Real Estate, Residential Homes, Mortgage Lending, FHA, First Time Home Buyers, Refinance, Small Business, Residential Mortgages, Short Sales, Investments, Mortgage Banking, Foreclosures, Loans, REO
Education
Fordham University 1987 — 1991
Accounting
Mike Buttner's Wells Fargo Experience June 2011 - June 2013
Job MD Risk Management and Strategy
Industry Financial Services
Experience
Hatteras Financial/Atlantic Capital Advisors July 2013 - Present
Wells Fargo June 2011 - June 2013
Wells Fargo September 2009 - May 2011
Wells Fargo Home Mortgage April 2009 - September 2009
Wachovia Bank International January 2007 - April 2009
Skills
Capital Markets, Investments, Portfolio Management, Investment Banking, Fixed Income, Trading, Asset Management, Hedge Funds, Risk Management
Education
Fordham University 1980 — 1988
BS and MBA, Finance and Accounting
Hatteras Financial/Atlantic Capital Advisors July 2013 - Present
Wells Fargo June 2011 - June 2013
Wells Fargo September 2009 - May 2011
Wells Fargo Home Mortgage April 2009 - September 2009
Wachovia Bank International January 2007 - April 2009
Skills
Capital Markets, Investments, Portfolio Management, Investment Banking, Fixed Income, Trading, Asset Management, Hedge Funds, Risk Management
Education
Fordham University 1980 — 1988
BS and MBA, Finance and Accounting
Annette Creeson's Wells Fargo Experience November 2014 - Present
Job Information Security Analyst Wholesale Desktop Services at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo November 2014 - Present
Avon Cosmetics 1997 - Present
Wells Fargo 2014 - 2015
Wells Fargo 2014 - 2015
Systemtec July 2006 - July 2014
Forsyth Laboratory Medicine-Novant 1996 - 2011
Skills
Epic Systems, Microsoft Excel, Healthcare Information..., Customer Service, Healthcare, Process Improvement, System Administration, Technical Support, Microsoft Office, Software Documentation, Troubleshooting, Hospitals, Windows 7, Outlook, SharePoint, Access, Training, Visio, HIPAA, Microsoft Word, Data Analysis, Data Entry, Windows XP, Accounts Receivable, Administration, Leadership, Windows, EMR, Computer Hardware, Team Building, Administrative..., Management, Medical Terminology, Healthcare Management, Budgets, Lotus Notes, PowerPoint, Sales
Education
Forsyth Technical Community College 1989 — 1990
Business Administration and Management, General
West Forsyth High School 1982 — 1985
Business
Wells Fargo November 2014 - Present
Avon Cosmetics 1997 - Present
Wells Fargo 2014 - 2015
Wells Fargo 2014 - 2015
Systemtec July 2006 - July 2014
Forsyth Laboratory Medicine-Novant 1996 - 2011
Skills
Epic Systems, Microsoft Excel, Healthcare Information..., Customer Service, Healthcare, Process Improvement, System Administration, Technical Support, Microsoft Office, Software Documentation, Troubleshooting, Hospitals, Windows 7, Outlook, SharePoint, Access, Training, Visio, HIPAA, Microsoft Word, Data Analysis, Data Entry, Windows XP, Accounts Receivable, Administration, Leadership, Windows, EMR, Computer Hardware, Team Building, Administrative..., Management, Medical Terminology, Healthcare Management, Budgets, Lotus Notes, PowerPoint, Sales
Education
Forsyth Technical Community College 1989 — 1990
Business Administration and Management, General
West Forsyth High School 1982 — 1985
Business
Max Butera's Wells Fargo Experience August 2011 - November 2012
Job Recruiter at Stephen James Associates
Industry Staffing and Recruiting
Experience
Stephen James Associates April 2014 - Present
Daily Post November 2012 - April 2014
Wells Fargo August 2011 - November 2012
ConnectedWorld.com February 2012 - August 2012
ROBERT HALF INTERNATIONAL OFFICE TEAM May 2011 - August 2011
Philz Coffee April 2009 - August 2009
Big 5 Sporting Goods July 2007 - August 2008
Christian Music Theatre (CMT) June 2002 - August 2005
Skills
Customer Satisfaction, Customer Service, Retail, Merchandising, Coordination, PowerPoint, Excel, Microsoft Office, Word, Customer Relations, Analysis, Problem Solving, Research, Event Planning, Team Leadership, English, Outlook, Public Relations, Writing, Teamwork, Strategic Planning, Time Management, Data Entry, Social Media, Administration, Supervisory Skills, Public Speaking, Windows, Advertising, Data Analysis, French, Social Networking, Marketing Strategy, Statistics, Team Building, Event Management, Coaching, Facebook, Negotiation, Sales Management, Microsoft Excel, Microsoft Word, Management, Relationship Management, Marketing Communications, Access, Leadership
Education
Franklin College/University Switzerland 2007 — 2010
Bachelors, International Economics with an Emphasis on Political Economy, Communication and Media Studies
Foothill College 2009 — 2009
Bachelor's degree, International Economics, 3.8
Gunn High School
Gunn High School
Stephen James Associates April 2014 - Present
Daily Post November 2012 - April 2014
Wells Fargo August 2011 - November 2012
ConnectedWorld.com February 2012 - August 2012
ROBERT HALF INTERNATIONAL OFFICE TEAM May 2011 - August 2011
Philz Coffee April 2009 - August 2009
Big 5 Sporting Goods July 2007 - August 2008
Christian Music Theatre (CMT) June 2002 - August 2005
Skills
Customer Satisfaction, Customer Service, Retail, Merchandising, Coordination, PowerPoint, Excel, Microsoft Office, Word, Customer Relations, Analysis, Problem Solving, Research, Event Planning, Team Leadership, English, Outlook, Public Relations, Writing, Teamwork, Strategic Planning, Time Management, Data Entry, Social Media, Administration, Supervisory Skills, Public Speaking, Windows, Advertising, Data Analysis, French, Social Networking, Marketing Strategy, Statistics, Team Building, Event Management, Coaching, Facebook, Negotiation, Sales Management, Microsoft Excel, Microsoft Word, Management, Relationship Management, Marketing Communications, Access, Leadership
Education
Franklin College/University Switzerland 2007 — 2010
Bachelors, International Economics with an Emphasis on Political Economy, Communication and Media Studies
Foothill College 2009 — 2009
Bachelor's degree, International Economics, 3.8
Gunn High School
Gunn High School
Marie Apollo's Wells Fargo Experience January 2006 - May 2008
Job Manager at Miscellaneous Companies
Industry Financial Services
Experience
Miscellaneous Companies January 2010 - Present
Allianz/Advisors Insurance Group May 2008 - September 2009
Wells Fargo January 2006 - May 2008
ING Investment Management 2004 - 2005
Prudential Financial 1990 - 2000
Skills
Customer Service, Team Building, Sales Team..., Client Needs Assessment, Competitive Sales..., Time Management, Negotiation, Account..., Strategic & Tactical..., Broker/Vendor Relations, Management, Leadership, Investments, Process Improvement, Financial Analysis, Social Media Marketing, Marketing Strategy, Microsoft Excel, Cross-functional Team..., Insurance
Education
University of Phoenix 2009 — 2011
MBA, Business Administration
Fordham University
Bachelor of Science (BS), Finance, General
Norman Thomas High School
Regents, Accounting Technology/Technician and Bookkeeping
Miscellaneous Companies January 2010 - Present
Allianz/Advisors Insurance Group May 2008 - September 2009
Wells Fargo January 2006 - May 2008
ING Investment Management 2004 - 2005
Prudential Financial 1990 - 2000
Skills
Customer Service, Team Building, Sales Team..., Client Needs Assessment, Competitive Sales..., Time Management, Negotiation, Account..., Strategic & Tactical..., Broker/Vendor Relations, Management, Leadership, Investments, Process Improvement, Financial Analysis, Social Media Marketing, Marketing Strategy, Microsoft Excel, Cross-functional Team..., Insurance
Education
University of Phoenix 2009 — 2011
MBA, Business Administration
Fordham University
Bachelor of Science (BS), Finance, General
Norman Thomas High School
Regents, Accounting Technology/Technician and Bookkeeping
Clark Appelgren's Wells Fargo Experience August 2015 - Present
Job Bank Teller at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2015 - Present
Sports Authority June 2015 - August 2015
Saratoga Country Club June 2014 - May 2015
Bay Area Giants Baseball Camp June 2012 - June 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Research, Analysis, Communication, Time Management, Event Planning
Education
Foothill College 2014 — 2016
Economics, 3.88 GPA
Mountain View High School 2010 — 2014
Wells Fargo August 2015 - Present
Sports Authority June 2015 - August 2015
Saratoga Country Club June 2014 - May 2015
Bay Area Giants Baseball Camp June 2012 - June 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Research, Analysis, Communication, Time Management, Event Planning
Education
Foothill College 2014 — 2016
Economics, 3.88 GPA
Mountain View High School 2010 — 2014
Cynthia P, MBA's Wells Fargo Experience September 2010 - April 2011
Job Team Lead and Marketing Consultant
Industry Insurance
Experience
Assurant November 2012 - Present
Freelance Marketer April 2011 - Present
Mathias & Associates, LLC September 2011 - August 2012
Wells Fargo September 2010 - April 2011
Urban League of Metropolitan St. Louis March 2008 - June 2010
Countrywide Home Loans May 2006 - September 2007
Chase March 2003 - May 2006
Skills
Strategic Planning, Strategy, Marketing Strategy, Marketing, Account Management, Social Media Marketing, Contract Negotiation, Team Building, Cross-functional Team..., Business Analysis, Training, Mortgage Lending, Brand Management, Social Networking, Team Leadership, Risk Management, Business Strategy, Coaching, Market Research, Trend Analysis, Business Process..., Job Coaching, Process Planning, Strategy Implementation, Mortgage Banking, Negotiation, Teamwork, Brand Development, Insurance, Root Cause Analysis, Process Improvement
Education
Lindenwood University
Master's, Business Administration
Fontbonne University
Bachelor, Business Administration
Assurant November 2012 - Present
Freelance Marketer April 2011 - Present
Mathias & Associates, LLC September 2011 - August 2012
Wells Fargo September 2010 - April 2011
Urban League of Metropolitan St. Louis March 2008 - June 2010
Countrywide Home Loans May 2006 - September 2007
Chase March 2003 - May 2006
Skills
Strategic Planning, Strategy, Marketing Strategy, Marketing, Account Management, Social Media Marketing, Contract Negotiation, Team Building, Cross-functional Team..., Business Analysis, Training, Mortgage Lending, Brand Management, Social Networking, Team Leadership, Risk Management, Business Strategy, Coaching, Market Research, Trend Analysis, Business Process..., Job Coaching, Process Planning, Strategy Implementation, Mortgage Banking, Negotiation, Teamwork, Brand Development, Insurance, Root Cause Analysis, Process Improvement
Education
Lindenwood University
Master's, Business Administration
Fontbonne University
Bachelor, Business Administration
Shane Briscuso's Wells Fargo Experience February 2004 - Present
Job Technology Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo February 2004 - Present
Wells Fargo February 2002 - Present
Edward Jones 1995 - 2000
SmithKline/now Quest 1990 - 1996
Skills
Research, Microsoft Office, Public Speaking, Strategic Planning, Storage, Leadership, SDLC, Management, Change Management, ITIL, Business Development, Databases, SAN, Cisco Technologies, Microsoft SQL Server
Education
Fontbonne University
Master's degree, Computer/Information Technology Administration and Management
Fontbonne University
Master of Business Administration (MBA), Engineering/Industrial Management
Hazelwood West
Wells Fargo February 2004 - Present
Wells Fargo February 2002 - Present
Edward Jones 1995 - 2000
SmithKline/now Quest 1990 - 1996
Skills
Research, Microsoft Office, Public Speaking, Strategic Planning, Storage, Leadership, SDLC, Management, Change Management, ITIL, Business Development, Databases, SAN, Cisco Technologies, Microsoft SQL Server
Education
Fontbonne University
Master's degree, Computer/Information Technology Administration and Management
Fontbonne University
Master of Business Administration (MBA), Engineering/Industrial Management
Hazelwood West
David Feliciano's Wells Fargo Experience July 2013 - Present
Job SVP at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo July 2013 - Present
JPMorgan Chase October 2006 - July 2013
Bank of New York 2000 - 2006
Republic Business Credit, LLC August 1990 - August 1999
Heller Financial November 1984 - August 1990
US Army September 1979 - September 1982
Skills
Loans, Mortgage Lending, Credit, Credit Analysis, Underwriting, Commercial Lending, Banking, Small Business Lending, Credit Risk, Commercial Banking, Loss Mitigation, Cash Flow Lending, Revolving Lines of..., C&I
Education
Mercy College 2001 — 2003
Fordham University
Wells Fargo July 2013 - Present
JPMorgan Chase October 2006 - July 2013
Bank of New York 2000 - 2006
Republic Business Credit, LLC August 1990 - August 1999
Heller Financial November 1984 - August 1990
US Army September 1979 - September 1982
Skills
Loans, Mortgage Lending, Credit, Credit Analysis, Underwriting, Commercial Lending, Banking, Small Business Lending, Credit Risk, Commercial Banking, Loss Mitigation, Cash Flow Lending, Revolving Lines of..., C&I
Education
Mercy College 2001 — 2003
Fordham University
Carla Hargrove's Wells Fargo Experience July 2011 - Present
Job at Wells Fargo Advisors
Industry Public Relations and Communications
Experience
Wells Fargo July 2011 - Present
Focus St. Louis November 2010 - April 2011
KETC Channel 9 October 2010 - January 2011
Scottrade March 2006 - October 2010
Burroughs & Chapin October 2004 - March 2005
Western Union July 2001 - August 2004
Gundaker February 2000 - July 2001
Skills
Press Releases, Media Relations, Public Relations, Copywriting, Social Media, Marketing, Advertising, Editing, Interviews, Public Speaking, Human Resources, Team Building
Education
Fontbonne University 2008 — 2010
Bachelors of Arts, Corporate Communications, 3.9 GPA
Broadcast Center 2007 — 2008
Diploma, Professional Arts - Broadcasting
Wells Fargo July 2011 - Present
Focus St. Louis November 2010 - April 2011
KETC Channel 9 October 2010 - January 2011
Scottrade March 2006 - October 2010
Burroughs & Chapin October 2004 - March 2005
Western Union July 2001 - August 2004
Gundaker February 2000 - July 2001
Skills
Press Releases, Media Relations, Public Relations, Copywriting, Social Media, Marketing, Advertising, Editing, Interviews, Public Speaking, Human Resources, Team Building
Education
Fontbonne University 2008 — 2010
Bachelors of Arts, Corporate Communications, 3.9 GPA
Broadcast Center 2007 — 2008
Diploma, Professional Arts - Broadcasting
Roberta Swan's Wells Fargo Experience 1984 - February 1986
Job Independent Banking Professional
Industry Banking
Experience
City National Bank April 1987 - February 1998
Wells Fargo 1984 - February 1986
Clackamas County Bank April 1972 - April 1984
Education
Foothill College 1960 — 1961
Business
City National Bank April 1987 - February 1998
Wells Fargo 1984 - February 1986
Clackamas County Bank April 1972 - April 1984
Education
Foothill College 1960 — 1961
Business
Margaret Gutierrez's Wells Fargo Experience 1994 - 1996
Job VP Commercial Lending
Industry Banking
Experience
Valley National Bank August 2013 - Present
Sun National Bank December 2012 - August 2013
JPMorgan Chase 1996 - December 2012
The Bank of New York 1996 - 2009
Wells Fargo 1994 - 1996
Skills
Microsoft Office, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, C++, Banking, Financial Analysis, Portfolio Management, Risk Management, Credit, Management, Commercial Lending
Education
Fordham University - Graduate School of Business Administration 1986 — 1988
Master of Business Administration (M.B.A.), Finance, and Economics
Valley National Bank August 2013 - Present
Sun National Bank December 2012 - August 2013
JPMorgan Chase 1996 - December 2012
The Bank of New York 1996 - 2009
Wells Fargo 1994 - 1996
Skills
Microsoft Office, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, C++, Banking, Financial Analysis, Portfolio Management, Risk Management, Credit, Management, Commercial Lending
Education
Fordham University - Graduate School of Business Administration 1986 — 1988
Master of Business Administration (M.B.A.), Finance, and Economics
Ashley St Germain's Wells Fargo Experience August 2011 - Present
Job Teller at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2011 - Present
Victoria's Secret October 2011 - January 2012
Pizza My Heart October 2008 - August 2011
Skills
Photography, Photo Editing, Portrait Photography, Scheduling, Listening Skills, Focusing, Multitasker, Attention To Detail, Risk Assessment, Microsoft Office, Speed Reading, Mathematics, People Skills
Education
Foothill College 2011 — 2014
Redwood High School 2009 — 2009
Wells Fargo August 2011 - Present
Victoria's Secret October 2011 - January 2012
Pizza My Heart October 2008 - August 2011
Skills
Photography, Photo Editing, Portrait Photography, Scheduling, Listening Skills, Focusing, Multitasker, Attention To Detail, Risk Assessment, Microsoft Office, Speed Reading, Mathematics, People Skills
Education
Foothill College 2011 — 2014
Redwood High School 2009 — 2009
Nik Moyich's Wells Fargo Experience August 2014 - Present
Job Audit Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2014 - Present
Wells Fargo December 2012 - August 2014
Hillshire Brands February 2008 - November 2012
Sara Lee August 2005 - February 2008
Sara Lee January 2002 - August 2005
Sara Lee / Earthgrains August 1999 - January 2002
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, Auditing, SAP, Sarbanes-Oxley, Financial Audits, Process Improvement, SOX 404, Accounting, General Ledger, Account Reconciliation, Financial Statements, Accounts Payable, SAS70, Accounts Receivable, COSO, Business Process..., Enterprise Risk..., Finance, Financial Accounting, Financial Analysis, Financial Reporting, Forecasting, GAAP, P&L, US GAAP, Variance Analysis, Financial Risk
Education
Fontbonne University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Wells Fargo August 2014 - Present
Wells Fargo December 2012 - August 2014
Hillshire Brands February 2008 - November 2012
Sara Lee August 2005 - February 2008
Sara Lee January 2002 - August 2005
Sara Lee / Earthgrains August 1999 - January 2002
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, Auditing, SAP, Sarbanes-Oxley, Financial Audits, Process Improvement, SOX 404, Accounting, General Ledger, Account Reconciliation, Financial Statements, Accounts Payable, SAS70, Accounts Receivable, COSO, Business Process..., Enterprise Risk..., Finance, Financial Accounting, Financial Analysis, Financial Reporting, Forecasting, GAAP, P&L, US GAAP, Variance Analysis, Financial Risk
Education
Fontbonne University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Philip Moretti's Wells Fargo Experience December 2009 - Present
Job Project Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2009 - Present
Wachovia August 2007 - December 2009
Wachovia 2002 - 2007
Howard Savings 1980 - 1992
Skills
Vendor Management, Risk Management, Relationship Management, Credit, Program Management, Marketing Communications, Marketing Strategy, Sales Management, Account Management, Banking, New Business Development, Customer Service, Project Management, Loans, Sales, Business Development, Retail Banking, Budgets, Strategic Planning, Process Improvement, Management, Business Analysis, Leadership, Team Building, Strategy, Training
Education
Fordham University 1980 — 1983
Master of Business Administration (MBA)
St. Peter's College 1973 — 1978
Bachelor of Science (BS), Marketing
Wells Fargo December 2009 - Present
Wachovia August 2007 - December 2009
Wachovia 2002 - 2007
Howard Savings 1980 - 1992
Skills
Vendor Management, Risk Management, Relationship Management, Credit, Program Management, Marketing Communications, Marketing Strategy, Sales Management, Account Management, Banking, New Business Development, Customer Service, Project Management, Loans, Sales, Business Development, Retail Banking, Budgets, Strategic Planning, Process Improvement, Management, Business Analysis, Leadership, Team Building, Strategy, Training
Education
Fordham University 1980 — 1983
Master of Business Administration (MBA)
St. Peter's College 1973 — 1978
Bachelor of Science (BS), Marketing
Alan Holden's Wells Fargo Experience August 2013 - Present
Job
Industry Financial Services
Experience
Wells Fargo August 2013 - Present
Bank of America September 2007 - July 2013
GMAC Insurance March 2005 - August 2007
TCS May 2004 - March 2005
GMAC Insurance October 2003 - April 2004
Skills
Microsoft Office..., Windows Server, C#, Java, VMware, IIS, Application Architecture, Infrastructure Solutions, Infrastructure..., JavaScript, CSS, Red Hat Linux, Active Directory, Group Policy, Information Security, Analytic Problem Solving, System Administration, Microsoft Exchange, Process Improvement, SharePoint, Systems Engineering, Application Security, Web Applications, Application Lifecycle..., Mobile Applications, Infrastructure Security, IT Infrastructure..., Network Infrastructure, Enterprise Software, Enterprise Architecture, Disaster Recovery, VMware Infrastructure
Education
High Point University
Bachelor's degree, Computer Science
Forsyth Technical Community College
Associate of Arts and Sciences (AAS), Management Information Systems and Services
Wells Fargo August 2013 - Present
Bank of America September 2007 - July 2013
GMAC Insurance March 2005 - August 2007
TCS May 2004 - March 2005
GMAC Insurance October 2003 - April 2004
Skills
Microsoft Office..., Windows Server, C#, Java, VMware, IIS, Application Architecture, Infrastructure Solutions, Infrastructure..., JavaScript, CSS, Red Hat Linux, Active Directory, Group Policy, Information Security, Analytic Problem Solving, System Administration, Microsoft Exchange, Process Improvement, SharePoint, Systems Engineering, Application Security, Web Applications, Application Lifecycle..., Mobile Applications, Infrastructure Security, IT Infrastructure..., Network Infrastructure, Enterprise Software, Enterprise Architecture, Disaster Recovery, VMware Infrastructure
Education
High Point University
Bachelor's degree, Computer Science
Forsyth Technical Community College
Associate of Arts and Sciences (AAS), Management Information Systems and Services
Van Hesser's Wells Fargo Experience August 2013 - Present
Job Managing Director at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2013 - Present
HSBC Securities 2003 - 2013
Credit Suisse 2000 - 2003
Goldman Sachs 1993 - 2000
Salomon Brothers 1990 - 1993
Education
Yale School of Management 1989 — 1991
MBA
Fordham University 1979 — 1983
Bachelor of Science (BS), Finance, General
Wells Fargo August 2013 - Present
HSBC Securities 2003 - 2013
Credit Suisse 2000 - 2003
Goldman Sachs 1993 - 2000
Salomon Brothers 1990 - 1993
Education
Yale School of Management 1989 — 1991
MBA
Fordham University 1979 — 1983
Bachelor of Science (BS), Finance, General
Rothfuss Ann's Wells Fargo Experience July 2006 - February 2012
Job receptionist at St. Luke's
Industry Hospital & Health Care
Experience
St. Luke's December 2012 - Present
Wells Fargo July 2006 - February 2012
Harrah's Hotel & Casino Reno November 1985 - June 2006
Skills
Customer Service..., Customer Satisfaction, Customer Service, Employee Relations, Employee Training, employee retention, Bookkeeping
Education
Foothill College 1983 — 1985
Associate's degree, Business Administration and Management, General
St. Luke's December 2012 - Present
Wells Fargo July 2006 - February 2012
Harrah's Hotel & Casino Reno November 1985 - June 2006
Skills
Customer Service..., Customer Satisfaction, Customer Service, Employee Relations, Employee Training, employee retention, Bookkeeping
Education
Foothill College 1983 — 1985
Associate's degree, Business Administration and Management, General
Leyda Valenti's Wells Fargo Experience Responsible for the management of International Investment and Fiduciary Services for clients of The Private Bank at Wells Fargo.$
Job Senior Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Responsible for the management of International Investment and Fiduciary Services for clients of The Private Bank at Wells Fargo.$
Skills
Fiduciary Services, Wealth Management, Estate Planning, Trust Services, Wealth Management..., High Net Worth..., Wealth, Asset Allocation, Private Banking, Investment Advisory, Retirement Planning, Investment Management
Education
Nova Southeastern University 1985 — 1988
Master of Business Administration (MBA), Business Administration and Management, General
Fordham University 1977 — 1981
Bachelor of Science (BS), Accounting
Wells Fargo Responsible for the management of International Investment and Fiduciary Services for clients of The Private Bank at Wells Fargo.$
Skills
Fiduciary Services, Wealth Management, Estate Planning, Trust Services, Wealth Management..., High Net Worth..., Wealth, Asset Allocation, Private Banking, Investment Advisory, Retirement Planning, Investment Management
Education
Nova Southeastern University 1985 — 1988
Master of Business Administration (MBA), Business Administration and Management, General
Fordham University 1977 — 1981
Bachelor of Science (BS), Accounting
Alexandra LeBlanc's Wells Fargo Experience May 2014 - August 2014
Job Summer Financial Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2014 - August 2014
International Fund Services (NA) LLC, A State Street Company February 2014 - May 2014
State Street May 2013 - August 2013
Education
Fordham University 2011 — 2015
Bachelor of Science (B.S.), Finance and Applied Accounting, Concentration in Alternative Investments
Westford Academy 2007 — 2011
High School
Wells Fargo May 2014 - August 2014
International Fund Services (NA) LLC, A State Street Company February 2014 - May 2014
State Street May 2013 - August 2013
Education
Fordham University 2011 — 2015
Bachelor of Science (B.S.), Finance and Applied Accounting, Concentration in Alternative Investments
Westford Academy 2007 — 2011
High School
Iliana Morales's Wells Fargo Experience February 2013 - Present
Job Teller at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2013 - Present
Visa January 2010 - February 2013
Starbucks June 2006 - January 2010
Skills
Customer Service, Organization, Bilingual, Team Management, Sales, Retail Banking, Cash Handling Experience, Quality Assurance
Education
Foothill College 2006 — 2010
Associate of Arts (AA), Communication, General
Wells Fargo February 2013 - Present
Visa January 2010 - February 2013
Starbucks June 2006 - January 2010
Skills
Customer Service, Organization, Bilingual, Team Management, Sales, Retail Banking, Cash Handling Experience, Quality Assurance
Education
Foothill College 2006 — 2010
Associate of Arts (AA), Communication, General
Frank Castellanos, Jr's Wells Fargo Experience January 2007 - April 2009
Job Private Client Banker at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. June 2012 - Present
JPMorgan Chase & Co. November 2010 - June 2012
JPMorgan Chase & Co. June 2009 - November 2010
Wells Fargo January 2007 - April 2009
Wells Fargo April 2005 - January 2007
Skills
Retail Banking, Investment Banking, Direct Sales, Financial Services..., Customer Retention, Relationship Building, Life Insurance
Education
Foothill College
San Francisco State University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
JPMorgan Chase & Co. June 2012 - Present
JPMorgan Chase & Co. November 2010 - June 2012
JPMorgan Chase & Co. June 2009 - November 2010
Wells Fargo January 2007 - April 2009
Wells Fargo April 2005 - January 2007
Skills
Retail Banking, Investment Banking, Direct Sales, Financial Services..., Customer Retention, Relationship Building, Life Insurance
Education
Foothill College
San Francisco State University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank