Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Salaries. You can even request information on how much does Wells Fargo pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo directly from the past employees.
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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
Sprint February 2013 - May 2014
Wells Fargo April 2012 - December 2012
Einstein Noah Restaurant Group, Inc. January 2010 - October 2011
Skills
Sales, Customer Service, Cash Handling, Management, Inventory Management, Retail, Time Management, Customer Satisfaction, Team Building, Training, Microsoft Office, Visual Merchandising, Coaching
Education
Georgia Highlands College 2014 — 2017
Bachelor's Degree, Early Childhood Education and Teaching
South Cobb High School 2008 — 2010
General Studies
Houstons May 2010 - Present
Wells Fargo May 2010 - April 2011
Gem City Bar & Grill October 2009 - May 2010
TCH Watersports May 2006 - October 2009
Skills
Microsoft Office, Customer Service, Sales, Marketing, Social Media Marketing, Microsoft Excel, Leadership, Time Management, Customer Satisfaction, Team Building
Education
Georgia College and State University 2006 — 2008
Bachelor of Science (B.S.), Economics
Washington State University 2002 — 2002
Wells Fargo October 2013 - Present
Wells Fargo February 2003 - October 2013
Wells Fargo October 1999 - February 2003
Skills
Credit, Banking, Loans, Commercial Banking, Credit Analysis, Commercial Lending, Consumer Lending, Lines Of Credit, Loan Origination, Management, Mortgage Banking, Mortgage Lending, Portfolio Management, Relationship Management, Small Business Lending
Education
Georgia College and State University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Accounting
Wells Fargo July 2014 - Present
Wells Fargo June 2013 - August 2013
U.S. Department of Treasury, Office of Legislative Affairs January 2013 - May 2013
O'Keeffe & Company June 2010 - August 2012
Office of Congressman Gerry Connolly January 2010 - May 2010
Deeds for Virginia September 2009 - November 2009
Ohio University July 2006 - August 2009
University of New Mexico June 2005 - May 2006
Skills
Project Management, Financial Analysis, Process Improvement, Market Research, ROI Optimization, New Business Development, Data Analysis, Economics
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (MBA)
Wake Forest University 2001 — 2005
BA, Economics
CFA Institute
Wells Fargo June 2014 - Present
Viva Health, Inc. 2009 - 2014
Wachovia 2004 - 2008
AmSouth Bank 2001 - 2004
Blue Cross and Blue Shield of Alabama 1989 - 2001
Skills
Insurance, Operations Management, Management, Leadership, Health Insurance, Employee Benefits, Healthcare, Strategic Planning, Sales, Customer Service, Program Management, Underwriting, Analysis, Small Business, Process Improvement, Team Building
Education
Georgia Institute of Technology
Bachelor of Science, Industrial Management
The North Face July 2015 - Present
Wells Fargo August 2014 - July 2015
Wells Fargo Funds Management, LLC May 2011 - August 2014
Wells Fargo Funds Management, LLC March 2010 - April 2011
Evergreen Investments March 2007 - March 2010
Evergreen Investments February 2006 - February 2007
Skills
Mutual Funds, Bloomberg, Valuation, Alternative Investments, Financial Modeling, SEC Financial Reporting, Financial Accounting, Investments, Financial Analysis, Financial Reporting, Finance, Financial Services, Management, Accounting, Analysis, Microsoft Excel, People Skills, Strategy, Market Research
Education
Georgetown University - The McDonough School of Business 2003 — 2005
Bachelor of Science (BS), Business Administration, Finance
University of San Francisco - School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance & Strategy, 3.97/4.00
State Farm June 2014 - Present
Red Lobster November 2009 - June 2014
Wells Fargo February 2013 - February 2014
Wells Fargo June 2012 - January 2013
Sonic Drive-In November 2007 - November 2009
Skills
Commercial Insurance, Management, Leadership, Risk Management, Underwriting, Property & Casualty..., Sales, Customer Service, Finance, Time Management, Customer Satisfaction, Microsoft Office, Deposits, Lines Of Credit, Team Leadership, Highly self-motivated, Highly motivated..., Customer Retention, Cross Selling, Retail Banking, Restaurants, Credit, Hospitality, Consumer Lending, Relationship Management, Notary Public, Restaurant Management, Team-oriented, Communication Skills, High Organizational..., Enthusiasm to learn, Computer/Technical..., Telemarketing, Teamwork
Education
The American College 2015 — 2017
Chartered Financial Consultant® (ChFC®)
Georgia Gwinnett College 2010 — 2013
Bachelor of Business Administration (BBA), Finance
Wells Fargo July 2011 - Present
Skills
Customer Service, Integrity, Collaborative Problem..., Active Learning, Corporate Finance, Financial Institutions, Short Term Financial..., Investments
Education
Kennesaw State University 2011 — 2014
Bachelor of Science (BS), Finance, General
Georgia Highlands College 2008 — 2011
Associate's degree, Business Administration and Management, General
U.S. Department of Justice May 2014 - Present
The Princeton Review June 2011 - September 2012
Wells Fargo June 2011 - December 2011
Publix Supermarkets July 2007 - October 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Windows, Public Speaking, Spanish, Research
Education
Georgetown University Law Center 2013 — 2016
JD
University of Florida 2009 — 2013
Economics, Pre-med, Classical Studies
The Sullivan Group HR June 2014 - Present
Wells Fargo November 2013 - April 2014
University of Phoenix February 2008 - July 2013
University of Phoenix March 2007 - February 2008
WMGT January 2004 - March 2007
Exchange Bank September 1996 - December 2003
Skills
Admissions, Staff Development, Public Speaking, Leadership Development, Enrollment Management, Customer Service..., Sales Management, Strategic Planning, Coaching, Team Building, Microsoft Office, Business Coaching, Critical Thinking, Conflict Resolution, Multi Tasking, Career Development, Event Management, Career Counseling, Human Resources, Adult Education, Recruiting, Academic Advising, Student Development, Student Engagement, College Recruiting, Student Financial Aid, Dispute Resolution, Student Recruiting, Retaining Customers, Time Management, Training, Higher Education, Employee Training, Workshop Facilitation, Organizational..., Interviews, Student Counseling, Educational Leadership, Employee Relations, Performance Management, Applicant Tracking..., Employee Engagement, Customer Retention, Customer Service, Management, Leadership, Sales
Education
Georgia College and State University 1998 — 2004
Bachelor of Science (B.S.), Political Science and Government
Wells Fargo September 2015 - Present
CF Industries August 2013 - September 2015
Dickinson + Associates June 2013 - September 2015
Gwinnett County Government October 2014 - January 2015
University of North Georgia October 2012 - May 2013
University of North Georgia May 2012 - November 2012
Gainesville State College March 2010 - May 2012
Suntech Tinting Inc May 2009 - July 2010
Gainesville State College September 2009 - March 2010
Skills
Business Intelligence, Microsoft Office, Troubleshooting, SQL, CSS, Computer Repair, Dreamweaver, Help Desk Support, Microsoft Exchange, Access, Business Analysis, SAP BI, Web Design, Crystal Reports, BO Web Intelligence, Team Leadership, Business Objects, Dashboards, Xcelsius, Photoshop, Management, System Administration, Dashboard
Education
Georgia Gwinnett College 2011 — 2012
Bachelor of Science (BS), Information Technology, 3.7
University of North Georgia 2008 — 2011
Associate of Arts (AA) Associate of Science (A.S.), Computer Science, Business Administration, Pre Med
Wells Fargo February 2015 - Present
PNC July 2013 - February 2015
Guaranty Bank FSB March 2013 - July 2013
J.P. Morgan April 2011 - March 2013
Best Buy June 2010 - August 2012
Skills
Operations Management, Sales, Retail Banking, Customer Service, Customer Satisfaction, Multi Tasking, Team Leadership, Problem Solving, Cash Management, Multitasking Skills, Organization, Motivational Speaking, Communication, Coaching, Time Management, Training, Insurance, Banking, Leadership, Cross Selling, Credit, Management, Teamwork, Employee Training, Risk Management, Customer Experience
Education
Georgia Gwinnett College 2011 — 2015
Working on my Bachelor's degree, Accounting and Finance
WellStar Health System July 2011 - Present
Wells Fargo 2006 - 2009
Skills
Nursing, BLS, ACLS, Cardiac Care, ICU, Critical Care, Hypothermia Therapy, CRRT, Patient Safety, Patient Education, Patient Advocacy, Epic Systems, Acute Care, Inpatient, EMR, Sales
Education
State University of West Georgia 2013 — 2014
Bachelor of Science (BS), Registered Nursing/Registered Nurse
Georgia Highlands College 2009 — 2011
Associate of Science Nursing (ASN), Registered Nursing/Registered Nurse
Kennesaw State University 1999 — 2002
Bachelor of Business Administration (BBA), Marketing
Gilbarco Veeder Root December 2014 - Present
Unitec-The Car Wash Starts Here March 2014 - December 2014
Jones & Frank August 2011 - March 2014
Wells Fargo May 2008 - July 2011
Skills
Management, Sales, Negotiation, Marketing, Inventory Management, Account Management, Contract Negotiation, Retail, Operations Management, Strategic Planning, Budgets, New Business Development, Customer Service, Team Building, Sales Management, Coaching, Business Development, Logistics, Cross-functional Team..., Purchasing, Pricing, Direct Sales, Sales Process, Analysis, Financial Analysis, Marketing Strategy, Product Management, Time Management, Procurement, Process Improvement, Contract Management, Microsoft Office, Leadership, Team Leadership, Project Management, Training, Process Scheduler
Education
Georgia College and State University 2008 — 2009
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
Georgia College and State University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Marketing and Management
Wells Fargo October 2014 - Present
Bestbuy November 2011 - October 2014
Skills
Personal Banking, Banking, Customer Service, Financial Advisory, Leadership, Coaching, Sales, Retail
Education
Georgia Gwinnett College 2010 — 2014
Bachelor's Degree, Business and Personal/Financial Services Marketing Operations
Kutak Rock April 2014 - Present
Berkshire Hathaway Insurance Companies September 2011 - May 2014
Wells Fargo February 2007 - August 2011
Skills
Legal Research, Litigation, Westlaw, Legal Writing, Courts, Civil Litigation, Commercial Litigation, Mediation, Criminal Law, Lexis, Appeals, Legal Assistance, Trials, Family Law, Personal Injury, Bankruptcy, Immigration Law, Employment Law, Alternative Dispute..., Public Policy, Policy Analysis, Research, Defense, Contract Negotiation
Education
Georgetown University Law Center 2013 — 2014
Master of Laws (LL.M.), Taxation
Creighton University School of Law 2010 — 2013
J.D.
University of Utah 2004 — 2008
Bachelor of Science (BS), Political Science and Government
Hunter High School
Wells Fargo March 2015 - Present
CBC National Bank - Mortgage Division February 2014 - February 2015
BSA February 2012 - May 2013
Valpak of Central GA 2008 - 2012
Biovail November 2002 - February 2007
SimplexGrinnell 1999 - 2001
Skills
Leadership, Mortgage Lending, Team Building, Marketing, Strategic Planning, Sales, Customer Service, Budgets, Management, Training, Small Business, Loans, Advertising, Leadership Development, Microsoft Office, Fundraising, Volunteer Management, Microsoft Excel, PowerPoint, Volunteer Recruiting, Microsoft Word, Social Media, Nonprofits, Program Management, FHA, Social Networking
Education
Georgia College and State University 1997 — 1999
Bachelor of Science, Business/Marketing
Middle Georgia State College 1992 — 1996
Associate of Science (A.S.), Business
Wells Fargo April 1996 - Present
Enterprise National Bank April 1989 - April 1996
Bank South January 1982 - April 1989
US Navy 1978 - 1981
Skills
Small Business Lending, Commercial Lending, Loans, Credit, Credit Analysis, Commercial Banking, Banking, Underwriting, Lines Of Credit, Mortgage Banking, Credit Risk, Portfolio Management, Asset Based Lending, Mortgage Lending, Loan Origination, Commercial Mortgages, Risk Management, Financial Analysis, Construction Loans, Financial Risk, Treasury Management, Wealth Management, Retail Banking, Cash Management, Consumer Lending, Cross Selling, SBA, Financial Structuring, Private Banking
Education
LSU Graduate school of Banking of the South 1990 — 1992
Banking
Georgia State University 1982 — 1984
Bachelor of Business Administration (B.B.A.), Finance, Magna Cume Laude
Georgia Tech 1976 — 1978
Celtic Leasing Corp. a subsidiary of MB Bank February 2003 - November 2013
First American Equipment Finance 2002 - 2003
Gateway 1999 - 2002
Ingram Micro 1997 - 1999
American Technologies 1995 - 1997
Wells Fargo 1992 - 1995
Cal First 1988 - 1992
Skills
Credit Analysis, Credit Risk, Financial Analysis, Selling, Asset Based Lending, Banking, Loans, Sales Operations, Forecasting, Mergers & Acquisitions, Pricing, Competitive Analysis, Business Planning, Business Strategy, Commercial Lending, Corporate Finance, Investments, Management, Strategy, Financial Structuring, Executive Management, Due Diligence, Strategic Partnerships, Loan Origination, Sales Process, CRM, Relationship Management, Financial Services, B2B, Sales Presentations, Sales Management, Sales
Education
Georgetown University 1984 — 1988
BA
University of California, Los Angeles 1992 — 1994
Masters
Universidad del Salvador, BsAs Argentina 1987 — 1987
University of California, Irvine 1998 — 1999
Certificate
Wells Fargo March 2013 - Present
Party City 2011 - 2012
Skills
Vocalist, Songwriting, Viola, Modern Dance, Cash Handling Experience, Customer Satisfaction, Networking
Education
Georgia Gwinnett College 2012 — 2013
Bachelor of Applied Science (B.A.Sc.), Political Science and Government
South Cobb High School 2010 — 2011
High School Diploma, 12
Pebblebrook High School 2007 — 2010
High School Diploma, 9-11
Wells Fargo May 2014 - Present
State Bank and Trust Company June 2012 - May 2014
United Community Bank September 2008 - May 2012
Community Trust Bank July 2003 - August 2008
Wachovia Bank October 1988 - June 2003
Central and Southern Bank of Georgia (formerly C&S of Milledgeville) July 1976 - September 1988
Skills
Small Business Lending, Commercial Lending, Credit Analysis, Mortgage Lending, Lines Of Credit, Retail Banking, Loans, Leadership, Banking, Underwriting, Financial Analysis, Risk Management, CRM, Strategic Planning, Commercial Banking, Credit, Customer Service, Finance, Consumer Lending, Real Estate, Time Management, Sales Management, Accounting, Cash Management, Loan Origination, Portfolio Management, Financial Risk, Financial Reporting, Budgets, Mergers & Acquisitions, Asset Based Lending, Commercial Mortgages, SBA, Treasury Management
Education
Louisiana State University 1982 — 1984
The School of Banking of the South, Banking
Georgia College and State University 1972 — 1976
BBA, Management
Northside High School 1968 — 1972
High School Diploma
TIAA-CREF December 2014 - Present
Empowered Benefits March 2013 - September 2014
Aon Hewitt September 2011 - March 2013
Wells Fargo January 2009 - November 2010
Wachovia November 2005 - December 2008
First Union/Wachovia December 2001 - October 2005
First Union December 2000 - December 2001
First Union National Bank February 1999 - December 2000
First Union National Bank March 1998 - January 1999
First Union National Bank October 1995 - March 1998
Skills
Change Management, Project Management, Program Management, Personnel Management, Process Improvement, Performance Management, Business Analysis, Project Portfolio..., Team Building, Collaborative Leadership, Acquisition Integration, Leadership, PMO, MS Project, Strategy, Executive Coaching, Management, Succession Planning, Employee Engagement, Organizational..., Business Process..., Strategic Planning
Education
Georgia Institute of Technology 1980 — 1984
BSIM, Industrial Management
Wells Fargo Securities August 2015 - Present
Wells Fargo May 2014 - August 2014
FTN Financial March 2011 - July 2013
FTN Financial June 2008 - March 2011
Omega Group 2007 - 2008
Northwestern Mutual 2006 - 2007
PK & H Law Firm 2004 - 2005
Skills
Research, Fixed Income, Eviews, Analytics, Bloomberg, Analysis, Portfolio Management, Banking, Finance, Microsoft Excel, Economics, Financial Analysis, Valuation, Financial Modeling, Capital Markets, Management, Microsoft Office
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Millsaps College 2004 — 2008
Bachelors, Business, Finance
Wells Fargo December 2010 - Present
Bank of America January 2008 - July 2010
Skills
Sales, Highly detail oriented, Foreign Languages, Patience, Organizational..., Coaching, Persistency, Customer Service, Retail Sales, Banking
Education
Georgia Gwinnett College 2011 — 2014
Bachelor of International Business, International Business
Keller Williams Realty Consultants August 2015 - Present
Georgia Real Estate Commission 2004 - Present
Homeowner Management Services Inc August 2013 - August 2015
Homeside Properties, Inc July 2012 - August 2013
SunTrust Bank 2011 - 2012
Wells Fargo 2009 - 2011
Realty Resource Group, Inc 2004 - 2007
Skills
Banking, Credit, Retail Banking, Loans, Commercial Banking, Credit Analysis, Consumer Lending, Small Business Lending, Credit Risk, Mortgage Lending, Commercial Lending, Cross Selling, Condos, Residential Homes, Single Family Homes, Townhomes, Financial Analysis, Real Estate, Mortgage Banking, Lines Of Credit, Loan Origination, Deposits, Refinance, Residential Mortgages, Home Equity Lines of..., Branch Banking, Investments, Home Equity Loans, Finance, Wealth Management, Cash Management, Investment Properties, Relationship Management, SBA, Asset Based Lending, Internet Banking, Credit Cards, Sales, Real Estate Transactions, Home Equity, VA loans, First Time Home Buyers, Financial Services, Loan Servicing, Core Banking, Property Management, Short Sales, Real Estate Development, Budgets, Foreclosures
Education
Georgia College and State University
Berkeley Properties USA May 2015 - Present
Nicholas Hoffman & Company October 2014 - April 2015
Manheim May 2013 - January 2014
The Nook January 2012 - April 2013
Wells Fargo October 2012 - January 2013
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Corporate Finance, Finance, Data Analysis, Investments
Education
Georgia Institute of Technology 2011 — 2014
Bachelor of Science in Business Administration (B.S.B.A.), Finance
Volt Workforce Solutions March 2014 - Present
Enclipse Corporation September 2013 - November 2013
Reicon Capital January 2012 - August 2013
Numeric, LLC January 2011 - December 2011
Reicon Capital March 2009 - January 2011
Wells Fargo April 2006 - August 2008
Wells Fargo January 2002 - March 2006
Eagle Research September 1999 - September 2001
Wells Fargo September 1995 - July 1999
Design Science January 1991 - September 1993
Skills
Risk Management, Portfolio Management, Analytics, Loans, Databases, Data Analysis, Finance, Analysis, Management, SAS, Strategy, Financial Risk, Credit
Education
University of California, Santa Barbara 1993 — 1995
MA, Statistics
Georgia Institute of Technology 1982 — 1986
BS, Aerospace Engineering
Cass High School
Wells Fargo June 2015 - Present
Charles Schwab April 2013 - May 2015
PayPal January 2011 - March 2013
PayPal November 2008 - December 2010
Capital One Services Inc July 2004 - October 2008
Capital One Services Inc March 2001 - June 2004
Arthur Andersen July 1997 - August 1999
Skills
Analytics, Product Management, Pricing, Marketing Strategy, Credit Risk, Segmentation, Predictive Analytics, Business Analytics, SAS, Predictive Modeling, Pricing Strategy, Financial Modeling, Competitive Analysis, Cross-functional Team..., Financial Services, Strategy, Customer Insight, Business Intelligence, Customer Analysis, Business Analysis, Digital Strategy, Risk Management, Product Development, Analysis, E-commerce, Program Management, Mergers & Acquisitions, Product Marketing, Management Consulting, Portfolio Management, Management, Customer Acquisition, P, Valuation
Education
Virginia Polytechnic Institute and State University 1999 — 2000
M.S., Finance
Indian Institute of Management, Bangalore 1995 — 1997
MBA, Finance
Georgia Institute of Technology 1993 — 1994
M.S., Aerospace Engineering
Indian Institute of Technology, Madras 1989 — 1993
B.Tech., Aerospace Engineering
Urbana Varro 2014 - Present
The MBA Exchange 2013 - Present
Self-Employed 2005 - 2013
Self-Employed 2000 - 2005
City of San José 1999 - 2000
Harvard University 1997 - 1998
Wells Fargo 1995 - 1997
Kellogg School of Management 1992 - 1994
Sonnenblick-Goldman Company 1989 - 1992
YWCA 1988 - 1989
Education
Harvard University
MPA, Public Policy
Northwestern University - Kellogg School of Management
MBA, Management & Strategy, Marketing, Nonprofit Management, OB, Real Estate
University of Wisconsin-Madison
BBA, Finance
Georgia Institute of Technology
Computer Science
General Dynamics January 2014 - Present
General Dynamics November 2011 - January 2014
General Dynamics June 2010 - November 2011
Wells Fargo May 2009 - August 2009
Wells Fargo May 2008 - August 2008
Skills
Financial Analysis, Account Reconciliation, Microsoft Excel, Financial Reporting, Forecasting, Internal Audit, Program Budgeting, Cost Variance Analysis, Investments, Financial Tracking
Education
Georgia College and State University
BBA, Management
Wells Fargo July 2015 - Present
Wells Fargo June 2013 - July 2015
Georgetown University's McDonough School of Business August 2011 - May 2013
Rockefeller & Co., Inc. June 2012 - August 2012
Wells Fargo August 2009 - July 2011
Wachovia, A Wells Fargo Company December 2007 - August 2009
Education
Georgetown University - The McDonough School of Business 2011 — 2013
MBA, Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 2002 — 2006
BS, Finance
Providence Day
First Citizens Bank July 2015 - Present
Wells Fargo June 2012 - July 2015
Textron Financial 2009 - 2011
Textron Financial 2002 - 2009
Textron Financial 1996 - 2002
Education
Georgia Institute of Technology
Masters, Urban & Regional Planning
University of North Carolina at Chapel Hill
BA, Political Science
Verizon Wireless November 2008 - August 2010
Wells Fargo June 2002 - September 2008
Sendmail, Inc. August 2000 - March 2002
PwC Consulting June 1996 - August 2000
SBC March 1989 - June 1996
Pacific Bell / SBC / AT&T 1988 - 1996
Skills
Quality Assurance, ERP, Integration, Cross-functional Team..., Management, Business Process, Program Management, Strategy, Customer Satisfaction, PMO, Business Process..., SDLC, Leadership, Telecommunications, Project Management, Strategic Planning, Customer Service, Training, Budgets, Marketing, Agile Methodologies, CRM, Mobile Devices, Start-ups, Professional Services, Business Analysis, Executive Management, Enterprise Architecture, Requirements Analysis, Analysis, Process Engineering, Enterprise Software, Wireless, Change Management, Sales, Testing, Vendor Management, Engineering, Software Project..., Selling, B2B, Information Technology, Process Improvement
Education
Georgia Institute of Technology
B.I.E., Industrial and Systems Engineering
Morehouse College
B.A., Business Administration
University of Michigan
MSIE, Operations Research
SunTrust Bank December 2012 - October 2013
Wells Fargo June 2010 - December 2012
Education
Georgia Institute of Technology 2002 — 2007
Bachelor of Science (BS), Mass Communication/Media Studies
Kennesaw State University
Wells Fargo July 2015 - Present
Wells Fargo June 2014 - Present
Reddwerks Corporation January 2014 - March 2014
Skills
Risk Management, Credit Risk, Machine Learning, Simulations, Matlab, C, C++, Python, Mathematica, LaTeX
Education
Georgia Institute of Technology 2012 — 2013
Master's Degree, Industrial Engineering, 4.0
Nanjing University 2007 — 2011
Bachelor of Science (B.Sc.), Applied Mathematics
Wells Fargo March 2013 - Present
Bank of America February 1986 - January 2012
Skills
Credit Analysis, Credit, Banking, Vendor Management, Loans, Team Building, Strategic Planning, Mortgage Lending, Sales, Small Business Lending, Customer Service, Budgets, Loan Origination, Retail Banking, Consumer Lending, Credit Cards, Lines Of Credit, Cross Selling, Financial Services, Operational Risk, Microsoft Office, Relationship Management, Financial Risk, Commercial Banking, Training, Leadership, Management, Business Development, Sales Management, Branch Management, Cash Management, Deposits, Performance Management, Branch Banking, Employee Training, AML, Direct Sales, Mortgage Banking, Payments, Refinance, SBA, Merchant Services
Education
Georgia College and State University 1989 — 1992
Bachelor of Business Administration (BBA), Business Administration and Management, General
Wells Fargo July 2013 - Present
Fred loya Insurance October 2012 - July 2013
Papaya Clothing June 2008 - October 2012
Skills
Computing, Analytical Reasoning, Management, Direct Sales, Sales, Communication, Compliance, Efficiency, Organization, Cashiering, Cash Management, Customer Service, Customer Satisfaction, Teamwork, Team Leadership, Training, Translation, Going the Extra Mile, Apparel, Supervising, Supervisory Skills, Employee Training, Great Motivator, Goal Oriented, Goal-driven leader, Underwriting, Professional Services, Banking, Retail Banking, Retail Sales, Teller Operations, Committed to Customer..., Team-oriented, Flexibility, Flexible Schedule, Strategy, Typing, Social Media, Customer Experience, Insurance, Property & Casualty..., Bilingual, Spanish-English, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Exchange, Access, Accounting, Thought Leadership
Education
Georgia Gwinnett College 2010 — 2016
Still attending, Accounting and Finance
Wells Fargo July 2015 - Present
Wells Fargo June 2014 - August 2014
Georgia Institute of Technology August 2013 - May 2014
Bank of America July 2011 - June 2013
JP Morgan Chase November 2009 - July 2011
SunTrust Bank July 2007 - November 2009
Ann Taylor LOFT July 2006 - July 2007
Limited Brands February 2003 - July 2006
Skills
Consumer Lending, Small Business Lending, Loans, Credit, Banking, Customer Experience, Performance Management, Leadership Development, Talent Management, Coaching, Sales, Branch Banking, Lines Of Credit, Mortgage Lending, P&L Ownership, Data Entry, Data Analysis, Relationship Management, Retail Banking, Loan Origination, Branch Management, Credit Analysis, Cross Selling, Mortgage Banking, Deposits, Commercial Banking
Education
Georgia Institute of Technology 2013 — 2014
Master of Business Administration (M.B.A.)
Georgia State University 2003 — 2006
Bachelors of Arts, Sociology
Baypoint Financial Services September 2011 - Present
SunTrust Real Estate Finance Group July 1996 - September 2011
Wells Fargo August 1986 - July 1996
Skills
Disposition, Real Estate Development, Real Estate, Location Intelligence, Leases, Real Estate Economics, Brokerage, Commercial Real Estate, Due Diligence, Property Management, Tenant, Real Estate Transactions, Asset Management, Financing and arranging..., Corporate Real Estate, Business Strategy, Finance, Loans, Portfolio Management, Dispositions, Leadership, Contract Negotiation
Education
Georgia Institute of Technology 1982 — 1986
B.S. Industrial Management, Accounting, Finance, and Economics, 3.88
Wells Fargo February 2014 - Present
New York Life Insurance Company & NYLife Securites LLC January 2011 - June 2013
New York Life Insurance Company May 2010 - December 2010
Mt. Pisgah UMC May 2003 - December 2009
Skills
Life Insurance, Retirement Planning, Estate Planning, Investments, Fixed Annuities, 401k, Insurance, Financial Services, Banking
Education
Georgia College and State University 2005 — 2010
Economics, Finance
MPCS 2001 — 2005
Wells Fargo June 1999 - Present
TIAA-CREF January 2010 - June 2010
Nalle Clinic January 1997 - June 1999
American Express January 1993 - January 1997
Skills
PMP, Six Sigma, Spanish, Process Improvement, Management, Program Management, Vendor Management, Business Analysis, Risk Management, Project Management, SDLC, Analysis, Leadership, Finance, Financial Analysis, Project Portfolio..., Call Centers, PMO
Education
Georgia Institute of Technology
Certificate, Six Sigma Green and Black Belt Certification
Project Management Institute
Certificate, PMP Certification
The George Washington University
Master Certificate in Project Management
University of Miami
Master of Science - Industrial Engineering, Concentration in Quality Management and Process Improvement
University of Miami - School of Business
BA, International Finance and Marketing
Wells Fargo July 2012 - Present
Wells Fargo Bank August 2011 - July 2012
University of West Georgia August 2010 - July 2011
American Greetings April 2003 - July 2011
Medical Staffing Network May 2009 - August 2009
Education
University of West Georgia 2010 — 2011
MBA
Georgia College and State University 2006 — 2010
BBA, Management, Marketing
State Farm June 2014 - Present
Wells Fargo September 2012 - May 2014
AT&T November 2011 - September 2012
Cuscowilla on Lake Oconee August 2010 - November 2010
Garrett Industries Fence Company April 2009 - September 2009
Sears Authorized Hometown Stores, LLC August 2004 - August 2007
Skills
Marketing, Social Media, Event Planning, Social Media Marketing, Social Networking, Sales, Sales Operations, Research, Public Relations, Market Research, Leadership, Marketing Strategy, Advertising, Customer Service, Public Speaking, Marketing Research, Facebook, Marketing Communications
Education
Georgia College and State University 2007 — 2011
BBA, Management, Marketing
Wells Fargo Capital Finance February 2014 - Present
Wells Fargo July 2012 - February 2014
Georgia Tech Student Center May 2009 - May 2012
Fidelity Investments June 2011 - August 2011
Skills
PowerPoint, Outlook, Excel, Windows, Word, Microsoft Office, Photoshop, Access, Mac, Mac OS X, XP, Economics, Statistics, Microsoft Excel, Microstrategy, Stata, Microsoft Word, Customer Service, Data Analysis, Management, Research
Education
Georgia Institute of Technology 2008 — 2012
Bachelor of Science, Economics; Math Minor
Georgia Institute of Technology 2008 — 2012
Bachelor of Science (B.S.), Economics
Wells Fargo February 2014 - Present
Georgetown University August 2011 - May 2014
The Travelers Companies, Inc. May 2013 - August 2013
The Travelers Companies, Inc. May 2012 - August 2012
Skills
Leadership, Teamwork, Public Speaking, Team Building, Financial Analysis, Program Management, Financial Modeling, Data Analysis, Research, Management, Event Planning, Community Outreach, Staff Development, Student Counseling, Conflict Resolution
Education
Georgetown University - The McDonough School of Business 2010 — 2014
Bachelor of Science (BS)
EGP Atlanta September 2015 - Present
Quality Transportation of Atlanta, Inc. February 2015 - May 2015
A Wireless - Verizon Wireless Premium Retailer August 2014 - January 2015
Country Cafe February 2014 - August 2014
Best Buy July 2011 - February 2014
Tiffany & Company November 2013 - December 2013
Wells Fargo August 2013 - October 2013
Skills
Business Development, Leadership, Cold Calling, Management, Customer Service, Direct Marketing, Marketing Strategy, Marketing Management, New Business Development, Social Media Marketing, Business Analysis, Social Networking, CRM, Salesforce.com, Account Management, Telecommunications, Quotas, B2B, Analysis, Up-selling, Sales, Solution Selling, Sherpa, Driving Results, Telephone Skills, Retail, Customer Satisfaction, Microsoft Office, Cross Selling, Microsoft Excel, Customer Experience, Outlook, Retail Sales, Team Leadership, Team Building, Coaching, Store Operations, Data Entry, Microsoft Word, Time Management, Store Management, Training, Sales Management, Profit, Inventory Management, Sales Operations, Social Media, Operations Management, Consultative Selling, Direct Sales
Education
North Georgia Technical College 2014 — 2014
3.8 GPA
Georgia Highlands College 2010 — 2012
Business Administration and Management, General
Habersham Central High School 2006 — 2009
High School Diploma, 3.6
Trek Partners July 2015 - Present
Goldman Sachs September 2014 - June 2015
Linfield College August 2011 - May 2014
Wells Fargo August 2013 - March 2014
Glacier Peak Capital June 2013 - August 2013
Hotel Country Villa Pvt Ltd January 2012 - June 2013
Gemini Digital Global September 2012 - January 2013
Orbitz Worldwide June 2012 - August 2012
Skills
Social Media, Event Planning, Research, Public Speaking, Microsoft Office, Investments, Stocks, Financial Analysis, Hospitality, Customer Service, Microsoft Excel, Hotels, Travel, Financial Modeling, Financial Markets, Economics, Public Relations, Entrepreneurship, Teamwork, Strategic Communications, Finance, factset, Technical Analysis, Fundamental Analysis, Options Strategies, ETFs, Leadership, PowerPoint, Microsoft Word, Analysis, Strategy, Portfolio Management
Education
University of Utah - David Eccles School of Business 2015 — 2016
Master of Science in Finance (MSF), Investments and Securities
Linfield College 2011 — 2014
Bachelor's in Science, Finance, Economics, Mathematics, 3.8
Georgetown University 2012 — 2012
Business, Government and Public Policy
Wells Fargo May 2014 - Present
Capital One May 2012 - April 2014
Capital One January 2004 - April 2012
Capital One December 2002 - January 2004
U.S. Department of the Treasury July 1997 - January 2001
U.S. Department of the Treasury November 1994 - September 1995
U.S. Attorney's Office December 1989 - November 1994
Williams & Connolly October 1988 - December 1989
Skills
Member of the VA Bar, Member of the DC Bar
Education
Georgetown University Law Center
Juris Doctor (J.D.)
Ithaca College
Bachelor of Science (BS), School of Business
Wells Fargo September 2015 - Present
IOR Global Services May 2013 - Present
Maritz Research January 2010 - Present
Brookstone November 2009 - January 2011
Bank of America April 2008 - November 2009
American Express November 1998 - November 2006
NCDOT November 1994 - November 1998
MetLife March 1984 - January 1994
Georgia Power Company June 1977 - February 1984
Metropolitan Life Insurance Company July 1974 - October 1976
Skills
Customer Service, Product Development, Financial Planning, Concrete, Asphalt, Focus Groups, Supervisory Skills, Construction, Problem Solving, Process Improvement, Negotiation, Team Building, Public Speaking, Retail, Call Center, Credit, Teaching, Scheduling, Team Leadership, Planning, Documentation, Account Management, Process Scheduler, Strategic Financial..., Voice Over, Training, Research, Management, Call Centers, Customer Experience, Customer Retention, Leadership, Business Development, Data Analysis, Marketing, Strategy, CRM, Sales, Program Management, Time Management, Proposal Writing, Banking, Leadership Development, Market Research, New Business Development, Team Management, Project Management, Social Networking, Networking, Finance
Education
National Association of Pharmaceutical Representatives (NAPR) 2012 — 2013
Certification (CNPR), Pharmaceutical Marketing and Management, 84
Bank of America 2007 — 2009
Collecting
American Express 1998 — 2006
Certifications, Customer Care, Inter Active Service, Account Recovery & Financial Support Services
N C Department of Transportation 1996 — 1998
Certificate, Civil Engineering Technology/Technician
Life Underwriters Training Council 1984 — 1987
LUTCF, Life Insurance Service and Sales, 3.75 (A-)
Georgia Power Company 1977 — 1983
Certificates, Engineering Technical Training
Georgia College and State University 1972 — 1974
B.S., History, Geography, Education and Political Science
Andrew College 1970 — 1972
Associate in Science, Liberal Arts
The Conway National Bank June 2015 - Present
The Conway National Bank July 2013 - June 2015
Sandhills Bank January 2013 - July 2013
Wells Fargo September 2011 - 2013
Venture Engineering February 2011 - September 2011
Skills
Banking, Customer Service, Retail Banking, Merchant Services, Financial Services, Credit Cards, Credit, Relationship Management, Commercial Banking, Cross Selling
Education
Georgia Highlands College 2010 — 2011
Legal Assistant/Paralegal
Bremen High School 2009 — 2010
Aynor High School 2007 — 2008
Fidelity Bank August 2014 - Present
TNB May 2008 - February 2013
Wells Fargo October 2003 - May 2008
Skills
Retail Banking, Customer Service, Cash Handling, Cross Selling, New Account Opening, Loan Servicing, Account Maintenance
Education
Georgia Gwinnett College 2012 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
Georgia Perimeter College 2010 — 2010
Associate of Arts and Sciences (A.A.S.), Business Administration
Wells Fargo April 2015 - Present
Wells Fargo December 2013 - March 2015
Starbucks April 2010 - December 2013
Young Life August 2012 - May 2013
Georgia College June 2012 - December 2012
Kappa Delta Sorority November 2010 - November 2011
Skills
Customer Service, Time Management, Conflict Resolution, Event Planning, Public Speaking, Community Outreach, Budgets, Sales, PowerPoint, Microsoft Excel, Fundraising, Microsoft Word, Social Media, Microsoft Office, Social Networking
Education
Georgia College and State University 2008 — 2012
Bachelor of Arts (BA), Speech Communication and Rhetoric
Wells Fargo Securities August 2015 - Present
Wells Fargo January 2014 - August 2015
Deutsche Bank July 2013 - January 2014
Montag Wealth Management August 2012 - November 2012
SMB Capital May 2012 - August 2012
Montag Wealth Management May 2011 - August 2011
Skills
Investments, Fundamental Analysis, Options Trading, Microsoft Word, Microsoft Excel, PowerPoint, Matlab, Bloomberg Terminal, VBA, Trading, Equities, Portfolio Management, Fixed Income, Finance, Options, FX Options
Education
Georgia Institute of Technology 2009 — 2013
Bachelor of Science, Industrial & Systems Engineering
University of California, Berkeley - Extension
Effingham County High School 2005 — 2009
High School Diploma
The DARTON GROUP October 2012 - April 2014
Boston National Title May 2012 - October 2012
Wells Fargo Home Mortgage January 2011 - October 2011
Wells Fargo September 2008 - December 2010
Wachovia April 2005 - September 2008
Wachovia Securities May 2003 - April 2005
First Union National Bank February 2001 - May 2002
First Union National Bank April 1997 - February 2001
Turner Broadcasting November 1995 - April 1997
Peachtree Software February 1992 - October 1996
Skills
Strategic Planning, Strategic Leadership, Leading..., Cultural Transformation, Executive Team Alignment, Expense Management, Business Development, Executive Coaching, P&L Financial Management, Leadership, Coaching, Risk Management, Banking, Mortgage Lending, Valuation, Credit, Relationship Management, Financial Services, Loans, Strategy, Leadership Development, Vendor Management, Process Improvement, Underwriting, Retail Banking, Mergers & Acquisitions, Change Management, Management, Operational Risk..., Employee Engagement, Analysis, Team Management, Finance, Business Process, Sales, Team Leadership, Human Resources, Management Consulting, Sales Operations, Budgets, Financial Analysis, Business Process..., Business Analysis, Financial Risk, Portfolio Management, Outsourcing, Mortgage Banking, Corporate Finance, Executive Management, Analytics
Education
Georgia College and State University
Inspired Health & Wellness February 2015 - Present
DIAKADI Body May 2015 - Present
LifeVantage Corporation February 2015 - Present
24 Hour Fitness December 2014 - May 2015
Lifetime Fitness August 2013 - November 2014
Champs Sports May 2012 - November 2013
Just Fitness 4U May 2012 - August 2013
Comerica Bank October 2011 - March 2012
Wells Fargo February 2011 - October 2011
SunTrust Bank January 2010 - December 2010
Skills
Banking, Personal Training, Sports Nutrition, Training, Credit, Microsoft Excel, Fitness Management, Fitness, Leadership
Education
Georgia Gwinnett College 2013 — 2015
Bachelor of Applied Science (BASc), Kinesiology and Exercise Science - Clinical Exercise Science
University of Phoenix 2010 — 2012
Associate of Arts (AA), Business Administration - Finance
St. Patrick-St. Vincent High School 2000 — 2004
Dipolma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Wells Fargo September 2015 - Present
Reynolds Plantation May 2015 - August 2015
GEICO June 2014 - December 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Public Speaking, Social Media, Customer Service, Social Networking
Education
Georgia State University 2015 — 2017
Bachelor of Business Administration (BBA), Business Administration and Management, General
Georgia College and State University 2014 — 2015
Business, Management, Marketing, and Related Support Services
Middle Georgia State College 2013 — 2014
Wells Fargo February 2015 - Present
Wells Fargo April 2014 - February 2015
Darden Restaurants February 2013 - April 2014
Georgia Gwinnett College August 2011 - January 2014
Direct Distribution Associates July 2010 - August 2012
Skills
Public Speaking, Internal Communications, Statistics, Online Research, Tour Operators, Volunteer Recruiting, Networking, Non-profit Volunteer, Fundraising, Volunteer Management, Team Building, Marketing, Customer Service, Supply Chain, Microsoft Office, Microsoft Word, Microsoft Excel
Education
Georgia Gwinnett College 2011 — 2014
Bachelor’s Degree, General Business, Finance, 3.50
Jefferies June 2015 - Present
Georgetown University Women's Soccer Team August 2011 - May 2015
Jefferies May 2014 - August 2014
Wells Fargo June 2013 - July 2013
Hill, Chesson, & Woody June 2012 - July 2013
Capital Area Soccer League (CASL) June 2012 - July 2012
Skills
Microsoft Excel, Microsoft Office, Leadership, Financial Analysis, Data Entry, Time Management, Social Networking, Microsoft Word, Research, Teamwork, Accounting
Education
Georgetown University - The McDonough School of Business 2011 — 2015
BS in Business Administration, Accounting and Finance
Wells Fargo March 2015 - Present
GameStop August 2007 - April 2015
Hertz August 2006 - August 2007
McDaniels Auto Group August 2005 - April 2006
Skills
Customer Service, Driving Results, Inventory Control, Inventory Management, Leadership, Loss Prevention, Merchandising, Profit, Retail, Retail Sales, Sales, Store Management, Store Operations, Strategic Planning, Training, Visual Merchandising
Education
Georgia College and State University 1996 — 1997
Business Administration and Management, General
Georgia Southern University 1995 — 1996
Business Administration and Management, General
Bank of America March 2015 - Present
Wells Fargo April 2014 - March 2015
Farmers Insurance December 2013 - April 2014
JCB North America March 2012 - March 2013
Custom Pool & Patio December 2009 - December 2012
Skills
Marketing Communications, Marketing, Photoshop, InDesign, Recruiting, Sales, Customer Service, Leadership, Customer Retention, Property & Casualty..., Insurance, Training, Health Insurance, Microsoft Office, Account Management, Customer Satisfaction, CAD, AutoCAD, Business Networking, Architectural Design, QuickBooks, Retail, Business Planning, Banking, Business, Outlook, Small Business, Team Building, Time Management, New Business Development, Social Networking, Coaching, Sales Management, Budgets, Life Insurance, Financial Services, Strategic Planning, Mortgage Lending, Credit, Investments, Risk Management, Management
Education
Savannah Technical College 2009 — 2011
Associate of Science (AS), Architectural Drafting and Architectural CAD/CADD
Georgia Institute of Technology
Engineering
Wells Fargo StudentGeorgia Gwinnett College2010 - 2013
Georgia Gwinnett College 2010 - 2013
Added Communications of Georgia January 2005 - January 2012
Skills
Internal Audit, Internal Controls, Sarbanes-Oxley Act, GAAP, Microsoft Excel, US GAAP, Microsoft Word, Fixed Assets, PowerPoint, Consolidation, Financial Statements, Accruals, IFRS, Peachtree, Journal Entries, Financial Audits, External Audit, Bank Reconciliation, Assurance, Human Resources, Payroll Taxes, SEC filings, Tax Preparation, Management Accounting, Corporate Finance, Balance, Tax Returns, Income Tax, Employee Relations, Tax Accounting, Sales Tax, Cash Flow, Sage, Balance Sheet, Financial Statement..., Revenue Recognition, Business Valuation, Payroll, Financial Analysis, Microsoft Office, Accounts Payable, Auditing, Accounts Receivable
Education
Georgia Gwinnett College 2010 — 2013
Bachelor of Business Administration (BBA), Accounting
Georgia Perimeter College 2006 — 2009
Associate's degree, Business administration
Wells Fargo July 2013 - Present
Hartsfield-Jackson International Airport, Aviation Maintenance June 2014 - August 2014
Lowe's Home Improvement February 2011 - August 2012
Skills
Fast Learner, Hard Worker, Microsoft Office, Critical Thinking, Budget Analysis, Teamwork, Time Management, Sales, Customer Service
Education
Clayton State University 2013 — 2015
Bachelor's Degree, Business Administration and Management, General
Georgia College and State University 2012 — 2013
Bachelor's Degree, Management Information Systems, General
Georgia State University 2011 — 2012
Bachelor's Degree, Business Administration and Management, General
Wells Fargo Bank August 2011 - Present
Wells Fargo December 2010 - August 2011
Wachovia, A Wells Fargo Company September 2007 - December 2010
Skills
Commercial Banking, Commercial Lending, Treasury Management, Finance, Merchant Services, Underwriting, Small Business Lending, Credit Analysis, Portfolio Management, Financial Analysis, Commercial Real Estate, Cross Selling, Relationship Management, Deposits, SBA, Lines Of Credit
Education
Georgia College and State University 2007 — 2009
MBA, Management
Wells Fargo December 2014 - Present
BParsonsPhotography.com November 2014 - Present
Virgin America August 2012 - December 2014
Delta Air Lines June 2011 - June 2012
Delta Air Lines November 2010 - June 2011
Delta Air Lines August 2007 - May 2010
Cumulus Broadcasting June 2009 - January 2010
President Georgia Tech Men's Soccer Entire year of2008 December 2008 - December 2009
Atlanta Silverbacks May 2007 - September 2007
Skills
Visio, Analysis, Project Management, Management, Access, Microsoft Excel, Microsoft Office, Software Documentation, Testing, Business Process, MS Project, MySQL, Leadership, Process Improvement, Microsoft SQL Server, Marketing, Customer Service, Program Management, Budgets, Quality Assurance, Data Analysis, Business Analysis, Tableau, SDLC, Analytics, Consulting, Databases, Information Technology, Project Planning, Photoshop, InDesign
Education
GEORGIA INSTITUTE OF TECHNOLOGY, College of Management 2005 — 2010
Bachelor of Science, Management
Georgia Institute of Technology
BS
Delta Air Lines January 2015 - May 2015
Georgia Tech Campus Recreation Center February 2014 - May 2015
Wells Fargo February 2015 - February 2015
ApolloMD October 2014 - December 2014
Johnston Memorial Hospital June 2012 - August 2013
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Event Planning, Microsoft Office
Education
Georgia Institute of Technology 2013 — 2017
Bachelor of Science (BS), Business Administration and Management, General
Bank of America August 2014 - Present
Wells Fargo July 2013 - August 2014
Country Club Bank September 2011 - July 2013
BB&T February 2008 - September 2011
Skills
Commercial Banking, Retail Banking, Wealth Management, Cross Selling, Loans, Credit
Education
Georgia College and State University 1993 — 1999
Bachelor of Business Administration (BBA), Marketing
SunTrust Bank July 2014 - Present
Wells Fargo June 2013 - July 2014
BB&T May 2012 - June 2013
SunTrust Bank September 2006 - May 2012
Wachovia Bank August 2002 - September 2006
Skills
Banking, Credit, Commercial Banking, Finance, Commercial Lending, Small Business Lending, Loans, Cash Management, Financial Services, Portfolio Management, Credit Risk, Financial Analysis, Lines Of Credit, Strategic Financial..., Credit Analysis, Underwriting, Management, Risk Management, New Business Development, Retail, Mortgage Lending, Cash Flow, Consumer Lending, Loan Origination, Leadership, Relationship Management, Cross Selling, Asset Based Lending, Treasury Management, SBA, Commercial Mortgages, Retail Banking, Healthcare, Branch Management, Deposits, Executive Management, Business Development, Sales, Strategy, Financial Risk, Analysis, CRM, Financial Modeling, Mortgage Banking, Mergers & Acquisitions
Education
Georgia Institute of Technology 2012 — 2013
Master of Business Administration (M.B.A.), Global Business
University of Florida 2000 — 2002
Bachelor's Degree, Accounting
DuPont Pioneer July 2014 - Present
Wells Fargo Card Services May 2013 - July 2014
DuPont Pioneer November 2012 - May 2013
Synovus Technologies June 2012 - October 2012
Soft World, Inc. March 2012 - October 2012
Synovus Technologies March 2012 - June 2012
Wells Fargo August 2009 - February 2012
Wells Fargo Bank August 2007 - February 2009
Ameriprise Financial Services February 2007 - August 2007
Wells Fargo Bank October 2004 - February 2007
Skills
SDLC, Program Management, Banking, Business Requirements, Release Management, MS Project, Vendor Management, Risk Mitigation, Resource Management, Waterfall, Business Analysis, Retail Banking, Risk Management, Software Project..., Visio, Project Planning, User Acceptance Testing, Project Delivery, Requirements Gathering, Process Mapping, Internet Banking, Business Process Mapping
Education
Georgia College and State University 1972 — 1981
MBA, Management
U.S. Bank October 2014 - Present
Wells Fargo February 2013 - October 2014
E*TRADE Financial 2008 - 2013
E*TRADE Financial 2005 - 2008
E*TRADE Financial 2003 - 2005
E*TRADE Financial 2000 - 2002
Skills
Product Development, Product Management, Cross-functional Team..., Agile Methodologies, Series 7, Trading Systems, Electronic Trading, Equities, Market Data, Trading, Options, Securities, Financial Services, User Experience, SaaS, SDLC, Project Management, Risk Management, Strategy, Process Improvement, Strategic Partnerships, Portfolio Management, Derivatives, Financial Markets, Investments, FINRA, Equity Trading, Fixed Income, Analytics, Finance, Mobile Applications, Mutual Funds, Series 63
Education
Stanford University 2008 — 2009
Georgia College and State University 2002 — 2004
Masters in Information Systems Management
Jacksonville State University 1995 — 1998
BS
Wells Fargo November 2014 - Present
Wells Fargo July 2012 - November 2014
Host Hotels and Resorts July 2011 - July 2012
Education
Georgetown University - The McDonough School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance
Wells Fargo July 2014 - Present
Bank of America Merchant Services September 2010 - July 2014
Ally Financial Inc. January 2010 - September 2010
Vorys, Sater, Seymour and Pease LLP September 2006 - February 2010
Skills
Privacy Law, Cyber-security, Payments, Information Security, Mobile Communications, GLBA, Commercial Litigation, Litigation, Corporate Law, HIPAA, Legal Writing, Legal Research, Intellectual Property, FCRA, Litigation Management, Copyright Law, Corporate Governance, Licensing, Litigation Support, Bankruptcy
Education
Georgetown University Law Center 2003 — 2006
JD, Law
University of Notre Dame 1999 — 2003
BA, Political Science
Wells Fargo 2011 - Present
3D Systems 2006 - 2011
Georgia Institute of Technology 1999 - 2005
Skills
Matlab, C++, Optimization, SQL, Multithreading, C#, .NET, Computational Geometry, Derivatives, Grid Computing
Education
Georgia Institute of Technology 2002 — 2005
PhD, Mechanical Engineering
Georgia Institute of Technology 1999 — 2001
MS, Mechanical Engineering
Tsinghua University 1992 — 1997
BS, Mechanical Engineering
Wells Fargo January 2011 - Present
Wells Fargo July 2009 - January 2011
Wachovia January 2008 - July 2009
Wachovia July 2004 - December 2007
Wachovia June 2000 - July 2004
Novell June 1998 - July 2000
Novell January 1992 - June 1998
Intersoft Systems December 1987 - March 1991
The Coca-Cola Company 1990 - 1991
Quality Information Systems August 1982 - March 1985
Skills
Network Architecture, Enterprise Architecture, SAN, Project Management, Linux, Windows, Open Source, Network Design, Banking, Disaster Recovery, Security, Unix, VMware, Integration, Requirements Analysis, Virtualization, Active Directory, Data Center, Solution Architecture, IT Management, IT Strategy, Change Management, Strategy, Databases, ITIL, VMware ESX, Cloud Computing, Windows Server, Citrix, Servers, System Deployment, Information Technology, High Availability, Vendor Management, IT Operations, Enterprise Software, Business Continuity, Infrastructure, Storage, SDLC, Storage Area Networks, IT Service Management, Network Security, Information Security, SaaS, Server Architecture
Education
Georgia Institute of Technology
Georgia State University
CA Technologies August 2015 - Present
Xceedium December 2014 - Present
Wipro Technologies August 2010 - December 2014
[Multiple] May 2009 - August 2013
ISSA January 2007 - December 2010
Wells Fargo March 2010 - July 2010
Family Dollar October 2006 - March 2009
South Carolina Bank and Trust March 2006 - October 2006
Unisys Corporation September 1999 - March 2006
Complete Business Solutions, Inc July 1998 - September 1999
Skills
Incident Management, HIPAA, Risk Assessment, ITIL, Computer Security, Six Sigma, Security, Information Security, Computer Forensics, ISO, Program Management, Policy, PCI DSS, CISSP, Networking, Servers, Enterprise Software, Disaster Recovery, Business Continuity, Network Design, Information Technology, Penetration Testing, Solution Architecture, Enterprise Architecture, SaaS, Governance, Information Security..., Network Security, CRM, Unix, Application Security, Outsourcing, Vulnerability Assessment, Vendor Management, Consulting, Leadership, Infrastructure, Strategy, Management, Cloud Computing, Troubleshooting, Integration, Data Center, IT Strategy, Virtualization, Operating Systems, Firewalls, IT Management, VMware, Telecommunications
Education
Georgia Institute of Technology 2014 — 2016
Master's Degree, Computer Science
University of Phoenix 2004 — 2006
BSIT, Information Technology
University of Delaware 1990 — 1996
Engineering Studies, Civil\Environmental Engineering
Cape Henlopen 1987 — 1990
HS Diploma, College Prepatory
Axiom November 2014 - Present
Paragon Legal November 2010 - November 2014
Law Office of Kathleen M. Haviland August 2009 - October 2010
Wells Fargo 2005 - August 2009
Law Office of Kathleen M. Haviland 2002 - 2005
Workspeed 2001 - 2002
Xpedior 1999 - 2001
SF Supervisor Gavin Newsom 1998 - 1999
On Lok 1995 - 1998
Congressman John D. Dingell 1993 - 1994
Skills
Licensing, Intellectual Property, Contract Negotiation
Education
Georgetown University Law Center 1990 — 1993
JD
University of Michigan 1983 — 1987
BA
Clare Advisors, LLC 2014 - Present
Clare Capital Management 2013 - Present
GEMA (New York Chapter) October 2011 - Present
Gridley & Company LLC 2013 - 2013
PALAZZO Investment Bankers January 2010 - August 2012
AdMedia Partners 2006 - 2009
Friedman Billings Ramsey 2004 - 2004
GMAC Mortgage dba Ditech.com 2001 - 2004
SignOnline, Inc 2000 - 2001
Wells Fargo 1999 - 2000
Skills
Private Equity, Mergers, Accounting, Due Diligence, Financial Analysis, Executive / Management..., Fundraising, Venture Capital, Business Plan..., Competitive Analysis, Mergers & Acquisitions, Valuation, Financial Modeling, Portfolio Management, Business Development, Finance, Market Research, Investment Banking, Business Valuation, Executive Management, Analysis, Financial Services, Corporate Finance, LBO, Business Strategy, Strategy, Investments, DCF, Corporate Development, Marketing, Financial Reporting
Education
Georgetown University - The McDonough School of Business 2004 — 2006
MBA, Finance
St. Mary's College of California 1996 — 1999
B.S., Honors Concentration in Financial Services Management / Philosophy
Wells Fargo May 2014 - Present
Wells Fargo August 2009 - May 2014
Wachovia Bank November 2005 - July 2009
Aetna January 2005 - October 2005
Aetna September 2003 - December 2004
Aetna January 2003 - August 2003
Aetna September 2001 - December 2002
Perot Systems August 1999 - August 2001
US Army July 1998 - July 1999
US Army June 1997 - June 1998
Skills
Financial Modeling, Organizational..., Strategic Planning
Education
Wake Forest University - Babcock Graduate School of Management 2006 — 2008
MBA, Finance
United States Military Academy at West Point 1989 — 1993
BS, Engineering Management/Mechanical Engineering
Georgia Institute of Technology 1988 — 1989
None-Transferred to USMA, Aerospace Engineering
Coral Springs High School
The Clorox Company January 2015 - Present
Safeway July 2013 - November 2014
FormFactor March 2012 - April 2013
The Cooper Companies 2008 - 2012
Vegi Inc. & Vegi Farms 2003 - 2006
Wells Fargo 2001 - 2002
Arthur Andersen LLP 1998 - 2001
Skills
Financial Reporting, Financial Analysis, Consolidation, Technical Analysis, Technical Writing, Financial Modeling, Process Improvement, Cross-functional Team..., Team Building, Training & Development, Career Development, GAAP, Mergers & Acquisitions, SEC filings, Sarbanes-Oxley Act, Auditing, Employee Training, Management, SEC Filings, Accounting, Finance, Budgets
Education
Georgetown University - The McDonough School of Business 1994 — 1998
BSBA
Walter Johnson High School
Wells Fargo September 2014 - Present
CCH May 2006 - September 2014
American Institute of Certified Public Accountants (AICPA) October 2011 - December 2011
Pratt Law Group January 2005 - April 2006
Chesapeake Bay Foundation May 2003 - July 2003
Skills
Tax, Legal Research, Legal Writing, International Law, Editing, Corporate Law, Nonprofits, Public Policy, Research, Social Media, Policy Analysis
Education
Georgetown University Law Center 2004 — 2005
LL.M., Tax
The College of William and Mary - Marshall Wythe Law School 2001 — 2004
Juris Doctor (J.D.)
North Carolina State University 1997 — 2001
Bachelor's Degree, History
Wells Fargo August 2010 - April 2013
Wells Fargo October 1995 - April 2013
Wells Fargo Bank May 2009 - August 2010
Wells Fargo March 2001 - April 2009
Wells Fargo October 2000 - March 2001
Wells Fargo July 1999 - September 2000
Wells Fargo 1998 - 1999
Wells Fargo 1997 - 1998
Wells Fargo 1996 - 1997
Wells Fargo 1995 - 1996
Skills
Underwriting, Credit, Loans, Banking, Due Diligence, Risk Management, Commercial Banking, Credit Analysis, Commercial Lending, Real Estate, Real Estate Economics, Investments, Finance, Financial Risk, Treasury Management, Insurance, Commercial Real Estate, Investment Properties, Corporate Finance, Asset Management
Education
Georgetown University 2009 — 2013
Masters of Professional Studies, Real Estate Finance
University of California, Irvine 1992 — 1996
BA, Social Ecology – Psychology and Social Behavior/Minor in Criminology, Law & Society
Various
Wells Fargo January 2013 - Present
Wells Fargo November 2010 - January 2013
Wells Fargo June 2008 - November 2010
Wachovia Corporation 2005 - 2008
Skills
Banking, Financial Analysis, Business Analysis, Relationship Management, Financial Modeling, Analysis, Process Improvement, Finance, Leadership, Analytics, Financial Services, Forecasting, Access, Retail Banking, Microsoft Excel, Portfolio Management, Strategy, Corporate Finance
Education
Georgia Institute of Technology 2015 — 2016
Master of Business Administration (M.B.A.)
University of North Carolina at Charlotte - Belk College of Business 2000 — 2004
Bachelor of Science (BS), Finance and Financial Management
Lazard Asset Management March 2014 - Present
Deutsche Bank Securities February 2013 - March 2014
Deutsche Bank Securities June 2011 - January 2013
Wells Fargo August 2010 - May 2011
Colgate Palmolive October 2008 - August 2010
Colgate Palmolive August 2007 - October 2008
Colgate-Palmolive March 2006 - August 2007
Colgate Palmolive August 2004 - December 2005
Colgate Palmolive September 2003 - August 2004
CAPS Logistics 2000 - 2003
Skills
Equity Research, Corporate Finance, Investments, Financial Analysis, Financial Modeling, Business Analysis, Business Strategy, Data Analysis, Series 7, Series 63, Series 86, Series 87, Analytics, Forecasting, Supply Chain, Supply Chain Management, Supply Chain..., Business Process..., Strategic Sourcing, Process Improvement, Operations Management, Six Sigma, Competitive Analysis, Logistics, Consumer Products, Change Management, Pricing, SAP, Strategic Planning, Strategy, Mergers, Cross-functional Team...
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA
Georgia Institute of Technology 1994 — 2000
BSIE
Wells Fargo May 2004 - Present
Skills
Credit Risk, Basel II, Credit Analysis, Financial Risk, Portfolio Management, Commercial Banking
Education
Georgia Institute of Technology 2000 — 2004
BS ISYE, Minor in Finance
Wells Fargo Securities February 2015 - Present
Wells Fargo July 2011 - Present
Wells Fargo Securities June 2010 - August 2010
First New York Securities April 2006 - April 2009
Morgan Stanley August 2005 - April 2006
Guy Carpenter 2004 - 2004
Education
Georgetown University - The McDonough School of Business 2009 — 2011
MBA, MBA - Finance
Hamilton College 2001 — 2005
economics
Wells Fargo Business Systems ConsultantWells FargoJune 2012 - February 2013
Wells Fargo 2010 - 2010
Wachovia August 2007 - November 2007
S1 Corporation 2003 - 2006
Skills
SDLC, SQL, Visio, JavaScript, Business Analysis, Requirements Analysis, HTML, CSS, XML, User Experience, Project Management, User-centered Design, Information Architecture, User Interface, User Interface Design, Software Development, Databases, Requirements Gathering, Web Services, User Acceptance Testing, Enterprise Architecture, Customer Service, Web Development, Business Intelligence, Agile Project Management, Oracle, Vendor Management, Scrum, Software Project..., Agile Methodologies, Web Applications
Education
Georgia Institute of Technology 1994 — 1995
Master's degree, Information Design and Technology
University of Prince Edward Island 1985 — 1990
Bachelor of Arts (B.A.), English
Kensington Senior High 1980 — 1990
Wells Fargo July 2014 - Present
Citrin Cooperman September 2013 - June 2014
Deloitte July 2011 - July 2013
Ernst & Young April 2009 - July 2011
Internal Revenue Service June 2007 - January 2008
Skills
Tax Law, International Tax, Tax, Corporate Tax, Tax Advisory, IRS, Due Diligence, Tax Accounting, Accounting, Tax Preparation, Legal Writing, Tax Research
Education
Georgetown University Law Center 2007 — 2008
LLM, Tax
University of Pittsburgh School of Law 2005 — 2008
JD, Tax
University of North Carolina at Chapel Hill 1999 — 2003
BA, Public Policy, Spanish
Wells Fargo February 2015 - Present
Cleary Gottlieb Steen & Hamilton LLP September 2009 - January 2012
Morrison & Foerster LLP January 2008 - March 2009
Ernst & Young May 2006 - January 2008
Skills
Mergers, Litigation, Legal Research, Legal Writing, Contract Negotiation, Non-profits, Business Strategy, Strategic Planning, Due Diligence, Negotiation
Education
Georgetown University Law Center 2005 — 2006
Master of Laws (LLM), Taxation
Georgetown University Law Center 2002 — 2005
Doctor of Law (JD)
Georgetown University - The McDonough School of Business 1997 — 2001
BSBA, Accounting and Finance
Wells Fargo March 2014 - Present
Bank of America October 2012 - February 2014
K&L Gates LLP September 2005 - October 2012
Health Industry Group Purchasing Association March 2000 - August 2002
Thompson Publishing Group June 1999 - March 2000
BusinessWeek January 1999 - May 1999
Skills
Legal Advice, Mortgage Lending, Mortgage Servicing, RESPA, Strategic Communications, Banking, Credit, Due Diligence, Public Policy, Internal Investigations, Editing
Education
Georgetown University Law Center 2003 — 2005
J.D., cum laude
The George Washington University 1995 — 1999
B.A., cum laude
Wells Fargo July 2007 - Present
Wells Fargo July 2007 - Present
Wells Fargo August 2012 - August 2013
Wells Fargo October 2009 - August 2012
American Express September 2005 - April 2007
Skills
Italian, Series 7, Series 66, Wealth Management, Series 63, Securities, Investments, Asset Allocation, Retirement Planning, Mutual Funds, Strategic Financial..., Portfolio Management, Wealth Management..., Investment Strategies, Mortgage Lending, Financial Services, Asset Management, Loans, Credit, Uniform Combined State...
Education
Georgetown University - The McDonough School of Business 2001 — 2005
BS, International business
Universita Bocconi
International Business
Wells Fargo March 2015 - Present
Morgan Stanley February 2012 - February 2015
Morgan Stanley March 2010 - February 2012
Morgan Stanley September 2008 - March 2010
Merrill Lynch April 2005 - August 2008
JP Morgan Chase 2003 - 2005
Accenture November 2000 - December 2002
Skills
Team Management, Executive Compensation, Compensation, Human Capital Management, Analytics, Deferred Compensation, Financial Services, Incentive Programs, Management Consulting, Business Process..., Human Resources, Financial Modeling, Executive Pay, Management, Leadership, Consulting
Education
Georgia Institute of Technology 1993 — 1998
B.S., Industrial & Systems Engineering
Wells Fargo May 2006 - Present
Skills
Bloomberg, Capital Markets, Credit Risk, Derivatives, Portfolio Management, Fixed Income, Equities, Valuation, Financial Modeling, Quantitative Finance, Quantitative Analytics, Market Risk, Trading
Education
Georgia Institute of Technology 2005 — 2006
MS, Quantitative Finance
Indian Institute of Technology, Kharagpur 2000 — 2005
B.Tech & M.Tech
Bank of America Merrill Lynch September 2013 - February 2015
Wells Fargo October 2012 - January 2013
Wells Fargo May 2010 - October 2012
Wells Fargo Bank January 2009 - May 2010
Skills
Investment Banking, Derivatives, Credit Derivatives, Microsoft Excel, Equities, Fixed Income, Securities, Debt & Equity Financing, Risk Management, Retirement Planning, Financial Analysis, Financial Services, Wealth Management
Education
University of Massachusetts, Amherst 2010 — 2013
Master of Business Administration (M.B.A.), Business- 4.0 GPA
Georgetown University 2004 — 2008
Bachelors of Science in Foreign Service, International Political Economy
Community & Southern Bank November 2012 - Present
Wells Fargo August 1997 - October 2012
Andersen Consulting March 1996 - August 1997
Skills
Analysis, Real Estate, Financial Analysis, Portfolio Management, Credit, Banking, Investments, Commercial Lending, Valuation, Loans, Asset Management, Underwriting, Due Diligence, Real Estate Economics, Credit Analysis
Education
Georgia Institute of Technology 1991 — 1995
B.S., Management
The Lovett School
Wells Fargo April 1998 - Present
Corporate & Investment Banking January 1998 - January 2002
Microsoft January 1992 - January 1994
Smith & Nephew 1990 - 1992
Skills
Requirements Gathering, SharePoint, Agile Methodologies, Business Analysis, SQL, Process Improvement, Project Management, Software Project..., Change Management, SDLC, Agile Project Management, Business Intelligence, Management
Education
Georgia Institute of Technology 1997 — 1998
Certificate, Multimedia Production
Tampa College 1989 — 1991
Bachelor of Science, Computer Information Science
Kalamazoo Valley Community College 1979 — 1981
Associate Degree, Applied Science, Data Processing
Wells Fargo 2001 - Present
Skills
Marketing, Communication, ROI Justification, Graphic Design, Credit, Public Relations, Loans, Financial Services, Commercial Banking, Social Media Marketing, Portfolio Management, Banking, Marketing Communications, Investments, Corporate Communications, Sales, Event Management
Education
ROI Institute 2007 — 2007
ROI Certification
Georgia Institute of Technology 2000 — 2000
Multi-media Certification
Oakland University 1987 — 1990
Bachelor's Degree, Mass Communications
Wachovia August 2005 - Present
Wells Fargo August 2005 - Present
Banc of America Capital Investors August 2003 - July 2005
Wachovia Securities June 2001 - July 2003
Education
Georgia Institute of Technology
B.S. in Management
First Citizens Bank March 2011 - Present
Wells Fargo February 2006 - March 2011
Bank of America January 2003 - January 2006
Skills
Small Business Lending, Consumer Lending, Loans, Commercial Banking, Commercial Lending, Banking, Credit, Lines Of Credit, Retail Banking, Credit Analysis, Mortgage Lending, Branch Management, Cross Selling, Loan Origination, Sales, Sales Management, Financial Services
Education
Georgia Institute of Technology
Kennesaw State University
Sprayberry High School
Wells Fargo Private Bank May 2013 - Present
SunTrust Bank May 2012 - May 2013
Beta Gamma Sigma 2011 - 2013
Wells Fargo January 2011 - May 2012
Wells Fargo/Wachovia September 2007 - January 2011
Prudential Financial August 2004 - September 2007
Skills
Private Banking, Financial Planning, Retirement Planning, Wealth Management, Customer Acquisition, Risk Management, Personal Budgeting, Estate Planning, Small Business, High Net Worth..., Strategic Financial..., Investments, Banking, Portfolio Management, Insurance, Asset Allocation, Asset Based Lending, Relationship Management, Sales, Account Management, Personal Finance, Strategic Planning, Leadership, Analysis, Manage Client..., Mutual Funds, Mortgage Lending, Loans, Financial Services, Financial Advisory, Corporate Finance, Commercial Banking, Credit, Valuation, Financial Risk, Commercial Lending, CRM
Education
Mercer University - Stetson School of Business and Economics 2008 — 2010
MBA, Finance
Georgia Institute of Technology 2000 — 2004
BS, Management
AIG August 2012 - May 2014
AIG September 2011 - August 2012
Wells Fargo 2008 - 2011
Bank of America 2005 - 2008
Mercer 2004 - 2005
Accenture 2000 - 2002
Education
Stanford University 2002 — 2004
MBA
Georgia Institute of Technology 1998 — 2000
M.S., Industrial Engineering
Spelman College 1994 — 1998
B.S., Mathematics
Capital One Auto Finance July 2014 - Present
N2Plus January 2010 - May 2010
For Rent Media Solutions March 2009 - January 2010
Wells Fargo Auto Finance March 2002 - February 2009
Wells Fargo Auto Finance February 2003 - December 2008
Wells Fargo 2002 - 2008
Education
Georgia Institute of Technology 1982 — 1986
B.S.Ind Mgmt, Management, minor finance
Wells Fargo 2014 - Present
Wells Fargo 2010 - 2014
Wells Fargo 2008 - 2010
Wachovia Bank September 1998 - 2008
Spartech Corporation (now PolyOne Designed Structures and Solutions LLC) 1997 - 1998
Kimball International 1996 - 1997
Brown & Williamson Tobacco 1994 - 1996
Skills
Unix, Oracle RAC, Oracle PL/SQL..., Oracle Application..., Shell Scripting, Database Design, Databases, Unix Shell Scripting, Data Warehousing, ETL, Database Administration, SQL Tuning, Performance Tuning, AIX
Education
Georgia College and State University 1990 — 1992
BS, Computer Science
Wells Fargo Bank November 2010 - Present
Wells Fargo Real Estate Managed Assets Group February 2009 - January 2011
Wells Fargo February 2009 - April 2010
Wells Fargo 2008 - 2009
Skills
Credit, Banking, Risk Management, Mortgage Lending, Commercial Banking
Education
Georgetown University - The McDonough School of Business 2006 — 2008
MBA, General Management/Finance
Princeton University 1997 — 2001
Bachelors, Sociology/Linguistics
W.R. Grace & Co. September 2011 - Present
SunTrust Robinson Humphrey July 2007 - September 2011
Wells Fargo July 2005 - July 2007
Skills
Financial Modeling, Valuation, Business Strategy, DCF, Business Development, Mergers & Acquisitions, Investment Banking, Competitive Analysis, MBS, Sell Side, Corporate Finance, Due Diligence, Industry Analysis, Industry Research, Competitive Intelligence, Corporate Development, Overseas Experience, Global Strategy, Chemical Industry
Education
Georgetown University - The McDonough School of Business 2010 — 2013
Master of Business Administration
University of Maryland - Robert H. Smith School of Business 2001 — 2005
Bachelor of Science
Wells Fargo July 2014 - Present
University of Florida 2012 - May 2014
Wells Fargo June 2013 - August 2013
Fleischman Garcia August 2005 - August 2009
Junk Architects 2004 - 2005
CO Architects 2001 - 2004
Skills
Analysis, Architectural Design, Business Strategy, AutoCAD, Construction, Construction Management, Financial Modeling, InDesign, Manage Client...
Education
University of Florida 2012 — 2014
Master of Business Administration (MBA), Finance
Georgia Institute of Technology 1997 — 2000
Masters of Architecture
University of Kansas 1994 — 1997
Bachelor of Arts (B.A.), Architectural Studies
Wasatch Funds October 2014 - Present
Utah Symphony Utah Opera 2005 - Present
Woodlands Commercial Bank, a.k.a Lehman Brothers Commercial Bank 2009 - 2012
ABN AMRO Bank N.V. March 2002 - May 2004
ABN AMRO Bank N.V. 2000 - 2002
ABN AMRO Bank N.V. 1993 - 1999
First Interstate Bank, Ltd. 1983 - 1993
Export-Import Bank of the United States 1979 - 1983
Wells Fargo 1977 - 1979
Skills
Banking, Customer Service, Risk Management, Microsoft Office, Financial Analysis, Credit, Microsoft Excel, Loans, Business Analysis, Project Management, Retail Banking, Management
Education
Georgetown University - The McDonough School of Business 1981 — 1984
Master of Science (MS), Accounting
Hamilton College 1971 — 1975
Bachelor of Arts (B.A.), Political Science and Government
Ericsson August 2013 - Present
Novelis May 2012 - July 2013
Red Clay Consulting November 2011 - March 2012
Wells Fargo June 2011 - August 2011
Georgia Institute of Technology March 2009 - June 2010
Skills
SQL, Oracle Utilities MDM, Oracle Utilities MWM, Oracle Utilities CC&B, Java, C++, SAP ECC 6.0, MS Project, MS Sharepoint, MS Office, Six Sigma, COBIT, COCOMO, ISO 27001, Agile Project Management, SQVI, Full SDLC, Project Management, Computer Forensics, Business Process..., ERP Implementations, Enterprise Architecture, Software Quality..., DBMS, Telecom Network Design, Enterprise Risk..., Requirements Gathering, Project Charter, Change Management, Gap Analysis, RUP, Supply Chain Management, Full Life Cycle..., Critical Thinking, Business Analysis, Business Intelligence, ISO 17799, Sarbanes-Oxley, Octave, SOX 404, Context Diagrams, SharePoint, Microsoft Office, PMO, XML
Education
Georgia State University - J. Mack Robinson College of Business 2012 — 2013
Master of Science (M.S.)
Georgia Institute of Technology 2007 — 2010
BS
FAIPS (DPS), Kuwait 1999 — 2007
Colorado Cancer Care May 2013 - Present
Baker Tilly Search & Staffing January 2013 - May 2013
Bank of America Merrill Lynch June 2007 - January 2013
Colorado Blood and Cancer Care April 1999 - December 2012
Fannie Mae April 2006 - March 2007
Ameriprise Financial Services, Inc. October 2003 - June 2005
Institute of International Education October 2001 - October 2003
webfamilies.com June 2000 - March 2001
Wells Fargo May 1998 - August 2000
Skills
Banking, Credit, Commercial Banking, Commercial Lending, Finance, Recruiting, Accounting, Executive Search, Customer Service, Market Research, Treasury Management, Financial Analysis, Temporary Placement, Cash Management, Financial Modeling, Financial Services, Risk Management, Corporate Finance, Capital Markets, Financial Risk, Valuation, Permanent Placement
Education
Georgetown University - The McDonough School of Business 2005 — 2007
Master of Business Administration (MBA)
University of Denver - Daniels College of Business 1997 — 2001
Bachelor of Science (BS), Accounting and Finance; Marketing
IMG July 2014 - Present
Wells Fargo July 2011 - May 2014
Senior Helpers October 2010 - July 2011
Georgia Institute of Technology February 2008 - December 2009
Skills
Customer Service, Microsoft Office, Strategic Planning, Microsoft Excel, Negotiation, Windows, Account Management, Social Media, New Business Development, Project Management, Leadership, Management, Strategy, Marketing, Coaching
Education
Georgia Institute of Technology 2007 — 2009
Bachelor of Science, Economics
United States Naval Academy 2004 — 2007
Roswell High School
Wells Fargo 1999 - Present
Education
Georgetown University Law Center 1997 — 1999
LL.M., Labor and Employment (Employee Benefits)
University of Baltimore School of Law 1991 — 1994
J.D.
University of Maryland College Park 1987 — 1991
B.A. (with Honors), Political Science
Blue Cross and Blue Shield of Alabama September 1991 - Present
Wells Fargo 1985 - 1991
Boeing 1984 - 1985
Skills
Project Management, IT Management, Software Development, Visio, HIPAA, Integration
Education
Georgia Institute of Technology
Executive Program
University of Alabama at Birmingham
Information Technology
University of South Alabama
Business
Wells Fargo January 2015 - Present
Bank of America Corporation January 2011 - January 2015
Goodwin Procter LLP 2008 - 2011
United States Attorney's Office for the Central District of California 2003 - 2008
Bird Marella Boxer & Wolpert, LLP 1997 - 2003
Miller Cassidy Larroca & Lewin 1994 - 1997
District Court 1993 - 1994
United States Army 1988 - 1990
Education
Georgetown University Law Center 1990 — 1993
Juris Doctor, Law
Harvard University 1985 — 1988
A.M., Russian Studies
University of California, Berkeley 1982 — 1985
A.B., Political Economy
Wells Fargo July 2014 - Present
Georgia Institute of Technology August 2010 - July 2014
Liberty Mutual Insurance June 2013 - August 2013
Georgia Institute of Technology January 2012 - May 2013
University of Illinois at Urbana-Champaign August 2007 - July 2010
Tsinghua University August 2005 - July 2007
Skills
GLM, R, SAS, SQL, Credit Risk Management, Financial Modeling, Time Series Analysis, Data Mining, Design of Experiments, Stochastic Modeling, C++, Matlab
Education
Georgia Tech 2010 — 2014
Doctor of Philosophy (Ph.D.), Statistics
University of Illinois at Urbana-Champaign 2007 — 2010
Master of Science (M.S.), Materials Engineering
Tsinghua University 2005 — 2007
Master's degree, Mechanical Engineering, 3.8/4.0
Tsinghua University 2001 — 2005
Bachelor's degree, Mechanical Engineering, 3.8/4.0
Access Insurance Company May 2014 - Present
Liberty Mutual Insurance February 2012 - May 2014
Wells Fargo October 2010 - December 2011
Delta Air Lines June 2007 - June 2010
Skills
Analysis, Critical Thinking, Quantitative Analytics, Communication, Data Analysis, Economics, Customer Satisfaction, Time Management, Microsoft Office, Microsoft Excel, Business Analysis, Financial Analysis, Process Improvement
Education
Georgia Institute of Technology 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Operations, 3.41
University of South Florida 2006 — 2010
Bachelor of Science (B.S.), Business/Managerial Economics
Kensington Finance, Inc. June 2014 - Present
Wells Fargo August 2004 - May 2014
Skills
Banking, Risk Management, Portfolio Management, Credit, Management, Loans, Financial Analysis, Leadership, Investments, Finance
Education
Georgetown University - The McDonough School of Business 1999 — 2001
International Executive MBA
Miami University 1984 — 1988
Bachelor of Science (BS), Finance, General
The World Bank September 2011 - Present
IFC - International Finance Corporation September 2009 - September 2011
Financial Industry Regulatory Authority March 2004 - August 2009
Wells Fargo August 2002 - February 2004
Skills
International..., Corporate Finance, Risk Management, Policy Analysis, Corporate Governance, Strategy, Management Consulting, Economics, Financial Modeling, Financial Analysis, Analysis, Program Management, Project Management, Management, Strategic Planning, Finance
Education
Georgetown University - The McDonough School of Business 2007 — 2010
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Radford University - College of Business and Economics 1998 — 2002
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law