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
Wells Fargo Loan Servicing SpecialistWells FargoJuly 2012 - Present
Skills
Team Leadership, Leadership, Loans, Finance
Education
Strayer University-North Carolina 2008 — 2011
Master of Business Administration (MBA), Human Resources Management, 4.0
Appalachian State University 2002 — 2006
Bachelor of Business Administration (BBA), Finance and Banking, 3.0
Wells Fargo September 2013 - Present
AXA Advisors June 2009 - February 2013
Darby Bank & Trust Co. April 1997 - April 2009
FedFirst Mortgage April 1995 - April 1997
RH Hunnings Appraisal Service July 1992 - April 1995
Education
Appalachian State University 1988 — 1992
BS in Business Adminstration, Real Estate & Urban Analysis
Wells Fargo 2015 - Present
Wells Fargo August 2013 - Present
Deloitte & Touche, LLP June 2012 - August 2013
Bank of America September 2008 - June 2012
Skills
Project Management, Banking, Risk Management, Microsoft Office, Organizational..., Organizational Structure, Mortgage Servicing, PMO Services, Document Management, Workstream Support, Financial Analysis, Internal Audit, Credit, Financial Risk, Operational Risk..., Portfolio Management, Financial Modeling, Investments, Financial Reporting, Enterprise Risk..., Strategic Financial..., Sarbanes-Oxley Act, Valuation, Internal Controls, Financial Services, Auditing, Finance, Wealth Management, Business Process..., Capital Markets, Asset Management, Leadership
Education
Appalachian State University
Bachelor of Science (BS), Banking and Financial Support Services
Appalachian State University
Bachelor of Science (BS), Risk Management and Insurance
Plymouth Christian Academy 1999 — 2003
Wells Fargo August 2011 - Present
MEA Properties DBA Access Realty Group January 2009 - August 2011
Skills
Google Adwords, Google Analytics, Online Marketing..., Marketing, PPC, Direct Mail, SEO, Multi-channel Marketing, Online Marketing, Lead Generation, Email Marketing
Education
Appalachian State University
Bachelor of Science (B.S.), Marketing
Wells Fargo February 2015 - Present
Wells Fargo September 2013 - February 2015
Wells Fargo July 2012 - September 2013
Wells Fargo July 2011 - July 2012
Skills
Banking, Retail Banking, Customer Service, Risk Management, Fraud, DAT, Hogan Assessments, OIB, eTran, Mars, VDPS
Education
UNCC 2008 — 2011
Bachelor of Arts (B.A.), Psychology
Appalachian State University 2006 — 2007
ShareFile January 2012 - Present
Wells Fargo March 2011 - January 2012
Cameron Bar and Grill July 2008 - March 2011
Skills
InDesign, Photoshop, Illustrator, Microsoft Office, Customer Support, Customer Retention, Social Media, Sales Process, Technical Support, Direct Sales, Mac, Email Marketing, Customer Satisfaction, Social Networking
Education
Meredith College 2008 — 2010
Bachelor of Arts (B.A.), Fine/Studio Arts, General
Appalachian State University 2006 — 2008
Photography
Fifth Third Bank July 2014 - Present
Fifth Third Bank April 2011 - January 2014
Wells Fargo August 2007 - April 2011
Skills
Treasury Management, Sales, Commercial Card, Commercial Banking, Finance, Credit Cards, Cash Management, Payments, Electronic Payments, Merchant Services, Treasury Services, Debit Cards, ACH, Payment Systems, Organization, Treasury, Payment Card Processing, Cards
Education
Appalachian State University 1982 — 1988
Bachelor of Arts (BA), Political Science and Government
First Citizens Bank February 2013 - Present
Wells Fargo February 2012 - January 2013
Asheville Savings Bank, S.S.B. April 2010 - February 2012
Asheville Savings Bank, S.S.B. January 2006 - April 2010
Merrill Lynch January 2005 - November 2005
First Citizens Bank January 2003 - December 2004
First Citizens Bank June 2002 - December 2002
First Citizens Bank June 2001 - June 2002
First Citizens Bank May 1998 - June 2001
Skills
Loans, Banking, Credit Risk, Risk Management, Budget, Credit, Commercial Lending, Finance, Financial Analysis, Credit Analysis, Underwriting, Small Business Lending, Refinance, Commercial Banking, Consumer Lending, Portfolio Management, Mortgage Lending
Education
East Carolina University - College of Business 2009 — 2011
MBA
Appalachian State University 1996 — 2001
BSBA, Finance and Banking
Wells Fargo Home Mortgage October 2014 - Present
Wells Fargo Home Mortgage October 2013 - October 2014
Wells Fargo Home Mortgage November 2011 - October 2013
Wachovia Bank August 2010 - November 2011
Wells Fargo June 2010 - August 2010
Skills
Underwriting, Accounting, Risk Management, Banking, Financial Analysis, Financial Reporting, Finance, Strategic Financial..., Corporate Finance, Credit, Portfolio Management, Loans
Education
Appalachian State University 2005 — 2010
Bachelor of Science (B.S.), Finance and Banking, Certificate in Financial Planning
Live Oak Bank September 2014 - Present
Live Oak Bank November 2014 - September 2015
McGladrey January 2014 - November 2014
Wells Fargo July 2011 - January 2014
Appalachian State University August 2010 - May 2011
UNCW - Student Media TealTV May 2009 - April 2010
Techniques In Motion School of Dance August 2006 - December 2009
Sea-Comm Media June 2007 - June 2008
Skills
Financial Analysis, Data Analysis, Microsoft Excel, Public Speaking, Microsoft Office, PowerPoint, Internal Audit, Auditing, Microsoft Word, Student Affairs, Student Development, Time Management, Management, Training, Social Media, Customer Service, Event Planning, Financial Risk, Teamwork, Project Planning, Financial Regulation, COSO Framework, Compliance Regulations, Credit Risk, Higher Education, Continuous Auditing, Audit Software, Wealth Management..., Retirement, Risk Assessment, Policy Analysis
Education
Appalachian State University 2010 — 2011
M.B.A, Sustainable Business
University of North Carolina at Wilmington 2006 — 2010
B.S. Business Administration, Finance
Eugene Ashey High School 2002 — 2006
High School/Secondary Diplomas and Certificates
PwC October 2014 - Present
Ally Financial Inc. May 2014 - October 2014
Ally Financial Inc. November 2012 - April 2014
Wells Fargo April 2012 - November 2012
Duke Energy December 2008 - April 2012
Wachovia 2008 - 2008
Wachovia 2006 - 2008
Goodrich 2005 - 2006
Goodrich February 2001 - April 2005
Charlotte-Mecklenburg Police Department 2000 - 2001
Skills
Risk Assessment, Project Planning, Data Analysis, Information Security..., Decision Analysis, IT Governance, Negotiation, Coaching, IT Operations, Operating Systems, Persuasion Skills, Group Presentations, Creative Problem Solving, Strategic Leadership, Business Process, IT Audit, Process Improvement, Sarbanes-Oxley Act, SharePoint, Governance, Project Management, Consulting, Risk Management
Education
McColl School of Business - Queens University of Charlotte 2008 — 2009
MBA, Business
Appalachian State University 1993 — 1994
Masters, Political Science
Appalachian State University 1989 — 1993
BS, Criminal Justice
Wells Fargo January 2015 - Present
Little Switzerland Fraser Firs, LLC October 2005 - Present
Wells Fargo August 2013 - December 2014
Wells Fargo January 2012 - August 2013
State Employees' Credit Union December 2010 - December 2011
Ross Chrysler Jeep Dodge May 2009 - November 2010
Skills
Banking, Underwriting, Mortgage Lending, Management, Portfolio Management, Credit, Sales, Loans, Finance, Leadership, Loss Mitigation, Financial Risk, Analysis
Education
Appalachian State University 2005 — 2009
BSBA, Finance and Banking
R. J. Reynolds High School 2001 — 2005
Wells Fargo July 2011 - Present
Wachovia, A Wells Fargo Company September 2009 - March 2012
Wachovia, A Wells Fargo Company September 2006 - September 2009
Newell Rubbermaid - Irwin Tools June 2005 - August 2005
Skills
Recruiting, Training, Marketing, Management, Negotiation
Education
Appalachian State University 2002 — 2006
Bachelor of Business, Marketing; International Business
Bank of North Carolina May 2014 - Present
Wells Fargo September 2013 - April 2014
OnQ Financial March 2013 - August 2013
North Carolina Bank and Trust March 2010 - March 2013
NCBT March 2010 - March 2013
Skills
Mortgage Lending, Loans, Banking, Portfolio Management, Sellers, Customer Service, Mortgage Banking, Fundraising, FHA, Credit, Loan Origination, Residential Mortgages, USDA, Refinance, Real Estate
Education
Appalachian State University 1995 — 1999
English and Communications
Wells Fargo September 2006 - Present
Skills
Requirements Gathering, SDLC, Planview, MS Project, Live Meeting, Agile Methodolgy, Waterfall
Education
Appalachian State University
Arizona State University
Wells Fargo December 2013 - Present
Wells Fargo Advisors January 2012 - December 2013
Wells Fargo Advisors December 2008 - January 2012
Wachovia Securities Financial Network 2005 - 2008
Wachovia Securities Financial Network 2004 - 2005
Cornerstone Realty 2001 - 2004
US Airways 2000 - 2001
Skills
Risk Management, Business Continuity..., Business Unit and..., Access Control..., LDRPS, ACT / ART, Sharepoint Administrator, Quality Assurance, Project Services /..., MRS / IQN, Financial Mgmt, Stamp, Site Management, Microsoft Office, PowerPoint, Visio, Outlook, Microsoft Excel, PeopleSoft, Smartboard
Education
Appalachian State University 1995 — 2000
Bachelor's degree, Public Health Education and Promotion
Wells Fargo December 2012 - Present
RAC Acceptance 2010 - 2012
Gander Mountain October 2009 - November 2010
Linens and Things June 2005 - December 2008
Skills
Furniture, Customer Service, Microsoft Office, Sales Management, Microsoft Excel, Space-planning, Sales, Microsoft Word, Account Management, Merchandising, Retail, Inventory Management, Teamwork, Photoshop
Education
Appalachian State University 1998 — 2002
Bachelor's degree, Graphic and Printing Equipment Operator, General Production
Appalachian State University 1998 — 2002
Bachelor's degree, Graphic Arts and Imaging Technology
CBWilliams Group Inc. June 2011 - Present
Wells Fargo June 2010 - May 2011
Lowe's Home Improvement March 2008 - June 2010
Car-Tunes Auto Sound, Inc August 2001 - February 2006
Skills
Customer Service, Sales, Retail, Time Management, Microsoft Excel, Leadership, Microsoft Office, PowerPoint, Customer Satisfaction, Microsoft Word, Team Leadership, Teamwork
Education
Appalachian State University 2015 — 2017
Master of Science (MS), Appropriate Technology
Appalachian State University 2015 — 2016
Master of Business Administration (MBA), Sustainability Studies
Appalachian State University 2013 — 2014
Bachelor of Science (BS), Business Administration and Management, General, 3.84
Western Piedmont Community College 2010 — 2012
Associate of Arts (AA), Business Administration and Management, General
University of North Carolina at Wilmington 1994 — 1996
Chemistry
Wells Fargo May 2014 - Present
Freelance Writer & Graphic Designer August 2011 - Present
RoundPoint Mortgage June 2012 - May 2014
Appalachian State University August 2012 - December 2012
The Peel: Literary Arts Review August 2012 - December 2012
High Country Home Magazine May 2012 - October 2012
Skills
Russian, Professional Writing, Editing, Studio Art, Photoshop, MS Publisher, Adobe Illustrator, MS Word, MS Excel, InDesign, Adobe Acrobat, Illustrator, Microsoft Publisher, Microsoft Excel, Aquarist Knowledge and..., Advertising, Blogging, Copy Editing, Facebook, Publishing, Writing, Microsoft Word, Newsletters, Microsoft Office, Leadership, Social Networking
Education
Appalachian State University 2009 — 2012
BA English, Professional Writing
Lake Norman High School 2005 — 2009
Citi August 2015 - Present
Citi 2013 - Present
Morgan Creek Capital Management October 2012 - May 2013
Christie's December 2012 - January 2013
Ackland Art Museum September 2012 - December 2012
Wells Fargo June 2012 - August 2012
Dress Shop, Clothing Boutique August 2008 - May 2012
Sotheby's January 2012 - April 2012
Kaplan Test Prep and Admissions January 2011 - December 2011
Millennial Branding, LLC June 2011 - August 2011
Skills
Point of Sale Proficency, Microsoft Office, Excel, Accounting, Word, PowerPoint, Social Media, Retail, Restaurants, Private Events, Microsoft Excel, Outlook, Teamwork, Training
Education
University of North Carolina at Chapel Hill 2012 — 2014
BSBA, Kenan Flagler Undergraduate Business Program, Business Administration, Art History, Junior
Appalachian State University 2010 — 2014
Bachelors of Science in Business, Accounting with a Certificate in Financial Planning
Chapel Hill High School 2006 — 2010
High Point Bank February 2012 - Present
High Point Bank December 2006 - February 2012
National City Mortgage November 2005 - July 2006
Wells Fargo January 1997 - November 2005
Norwest Financial Consumer Dsc January 1993 - December 1996
Skills
Small Business Lending, Commercial Lending, Credit Analysis, Commercial Banking, Loans, Consumer Lending, Credit, Loan Origination, Mortgage Lending, Finance, Refinance, Underwriting, Real Estate, Mortgage Banking, Small Business, Credit Risk, Deposits, Retail Banking, Residential Mortgages, Customer Service, Banking, Cross Selling, Branch Management, Commercial Mortgages, Lines Of Credit
Education
Appalachian State University 1988 — 1992
BSBA, BANKING/ECONOMICS
Hunt High School, Wilson NC
First Citizens Bank May 2013 - Present
Fidelity Bank November 2012 - May 2013
Fidelity Bank July 2010 - October 2012
Wells Fargo May 2007 - June 2010
Skills
Personal Banking, Community Banking, Customer Service, Banking, Small Business Lending, Management, Sales, Loans, Consumer Lending, Fraud Detection, Commercial Banking, Information Security..., Loss Mitigation
Education
East Carolina University 2014 — 2016
Master's Degree, International Relations and National Security Studies
Appalachian State University
Bachelor of Science (BS), Business Administration and Management, General
North Raleigh Christian Academy
Bank of America July 2015 - Present
Bank of America 2012 - Present
Bank of America June 2012 - August 2012
Appalachian State University July 2011 - 2011
Coastal Federal Credit Union May 2010 - August 2010
Wells Fargo May 2008 - August 2009
Skills
Banking, Credit Analysis, Customer Service, Financial Analysis, Insurance, Leadership, Strategic Planning, Risk Management, Public Speaking, Managerial Finance, Marketing, Microsoft Excel, Microsoft Office, Accounting, Analysis, Finance
Education
Appalachian State University 2009 — 2013
BSBA, Finance and Banking
Ally Financial Inc. October 2014 - Present
Bank of America August 2010 - September 2014
Wells Fargo June 2007 - July 2010
Wachovia, A Wells Fargo Company February 2004 - May 2007
Wachovia, A Wells Fargo Company January 2004 - January 2004
Wachovia Bank December 2003 - December 2003
Skills
Risk Management, Business Intelligence, Troubleshooting, Business Process..., Management, Leadership, Project Management, Portfolio Management, Banking, Financial Services, Credit, Financial Risk, Business Analysis, Financial Analysis, Finance
Education
Appalachian State University 1999 — 2003
Bachelor of Science, Business Administration in Information Systems
Wells Fargo June 2009 - Present
Pinepatch Christmas Trees January 1998 - Present
Wachovia Bank November 2004 - June 2009
Wachovia Bank March 2000 - October 2004
Wachovia May 1998 - February 2000
Wachovia Bank June 1997 - May 1998
Wachovia Bank October 1995 - June 1997
Wachovia Bank January 1995 - October 1995
Wachovia Bank June 1994 - December 1994
Skills
Commercial Banking
Education
Appalachian State University 1990 — 1994
Bachelor of Science, Management and Marketing
Peace Enterprises, LLC September 2010 - Present
Circle P Farms, LLC February 2008 - October 2010
Wells Fargo June 2007 - July 2008
Skills
Investments, Sales, Private Equity, Asset Management, Marketing, Customer Service, Microsoft Office, Team Building, Leadership
Education
Appalachian State University 2000 — 2005
Capital Bank (Capital Bank Financial Corp.) February 2015 - Present
Capital Bank August 2013 - February 2015
Southern Community Bank and Trust October 2010 - August 2013
Southern Community Bank and Trust February 2007 - October 2010
Wells Fargo June 2005 - February 2007
Skills
Consumer Lending, Customer Service, Banking, Customer Retention, Microsoft Office, Photoshop, Jack Henry, Small Business Lending, Credit, Commercial Lending, Loans, Loan Origination, Cross Selling, Account Reconciliation, Deposits, Online Research, Account Management, Special Assignments
Education
Appalachian State University 2000 — 2004
Bachelor of Arts (BA), Organizational Communication, General, Cum Laude
Wells Fargo March 2014 - Present
Piedmont Drilling and Blasting, Inc. August 2012 - November 2013
Zenith Global Logistics February 2009 - July 2012
Catawba Country Club March 2008 - November 2008
Triad Packaging, Inc. July 2007 - March 2008
Skills
Sales, Supply Chain, Management, Supply Chain Management, Retail, Cold Calling, Warehousing, Proposal Writing, 3PL, Freight, Payroll, Golf, Contract Management, Project Management, Contract Negotiation, MS Project, Project Planning, Budgets, Strategic Planning, CRM, Sales Operations, Customer Service, Customer Retention
Education
Appalachian State University 2002 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Wells Fargo 2013 - Present
Skills
Commercial Lending, Finance, Loans, Credit, Commercial Banking, Small Business Lending, Credit Analysis, Loan Origination, Relationship Management, Asset Based Lending, Lines Of Credit, Treasury Management, Commercial Mortgages, SBA, Consumer Lending, Customer Service, Sales, Management, Leadership, Banking
Education
Appalachian State University 1982 — 1987
Bachelor of Science (BS)
Wells Fargo June 2012 - Present
Wells Fargo June 2009 - June 2012
Wells Fargo February 2006 - June 2009
Lincoln Financial Group (formerly Jefferson Pilot) December 2004 - February 2006
Lincoln Financial Group (formerly Jefferson Pilot) November 2000 - December 2004
Lincoln Financial Group (formerly Jefferson Pilot) November 1999 - November 2000
Lincoln Financial Group (formerly Jefferson Pilot) August 1997 - November 1999
Penncorp Financial June 1995 - August 1997
Skills
Wealth Management, Asset Allocation, Investments, Portfolio Management, Fixed Income
Education
Elon University 1999 — 2001
Master of Business Administration (MBA)
Appalachian State University 1991 — 1995
Bachelor of Science (BS), Business Administration and Management, General
TopDown Consulting September 2014 - Present
Key Performance Ideas, Inc. January 2012 - August 2014
Wells Fargo December 2008 - January 2012
Wells Fargo October 2005 - December 2008
Wells Fargo June 2004 - October 2005
Newell Rubbermaid October 2003 - June 2004
Newell Rubbermaid November 2002 - October 2003
Duke Energy Corporation February 2002 - November 2002
Duke Energy Corporation June 2000 - February 2002
Goodrich September 1999 - June 2000
Skills
Hyperion Suite of..., Essbase, Hyperion Enterprise, Hyperion Planning, Hyperion Data..., Maxl Coding, Microsoft Office, Batch Processing, Automation, Troubleshooting, Help Desk Management, PeopleSoft, Business Analysis, Business Objects, Variance Analysis, Data Validation, Citrix, Management, Hyperion EPM, Business Intelligence, Hyperion HFM, EPM, Process Improvement, Finance, Help Desk Support, Forecasting, Consolidation, Strategic Financial..., Financial Forecasting, Data Warehousing, Budgets, Accounting, Master Data Management, SDLC, Hyperion Reports, OBIEE, Corporate Finance, Analysis, SEC filings, Account Reconciliation, Cash Management, ETL, Hyperion, Financial Planning
Education
Appalachian State University 1993 — 1996
Bachelor of Business Administration, Accounting
University of North Carolina at Chapel Hill 1991 — 1993
Business
Wells Fargo October 2009 - Present
Wachovia Bank June 2007 - October 2009
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Microsoft Word, Event Planning, Project Management, Budgets, Vendor Management, Salesforce.com, SharePoint, Strategic Planning, Data Analysis, Time Management, Business Analysis, Program Management, Management
Education
Appalachian State University 2002 — 2006
English, Sociology
Wells Fargo January 2008 - Present
Wells Fargo January 1999 - January 2008
Wells Fargo January 1996 - January 1999
Skills
Project Management, Credit, Loans, Banking, Commercial Banking, Wealth Management, Portfolio Management, Underwriting, Securities, Retail Banking, Risk Management, Business Relationship..., Treasury Management, Lines Of Credit, Retirement Planning, Finance, Cash Management, Consumer Lending, CRM, Financial Services, Commercial Lending, Small Business Lending, Credit Risk, Loan Origination, Relationship Management, Sales, Credit Analysis, Management, Asset Based Lending, Small Business, Financial Risk, Private Banking, SBA, Home Equity Lines of..., ACH, Wealth Management..., Cross Selling, Mortgage Banking, Refinance, Deposits, Commercial Real Estate, FINRA, Real Estate Financing, Financial Modeling, Asset Management, Treasury Services, Home Equity Loans, Merchant Services, High Net Worth..., Construction Loans
Education
Villanova University 2008 — 2009
Six Sigma Greenbelt, Six Sigma
Appalachian State University 1992 — 1996
B.S. Applied Communications, Communications/ Business
Wells Fargo 2012 - Present
Fifth Third Bank 2009 - 2011
SunTrust Bank 2003 - 2008
F&M Bank 1999 - 2003
Education
Appalachian State University 1983 — 1987
The DARTON GROUP December 2013 - Present
Wells Fargo May 2013 - December 2013
The DARTON GROUP October 2012 - May 2013
Premier Alliance Group Incorporated October 2009 - April 2012
Ally Financial Inc. 2009 - 2012
Bank of America January 2004 - August 2009
IBM Global Services October 2000 - January 2004
Bank of America December 1994 - October 2000
BB&T September 1982 - December 1994
Skills
Credit Cards, New Business Development, Lines Of Credit, Basel II, Compliance, Mortgage Banking, Retail Banking, Commercial Banking, Data Warehousing, Mergers, Product Development, Program Management, Project Portfolio..., Banking, Mergers & Acquisitions, Risk Management, Financial Services, Portfolio Management, Finance, CRM, Strategy, Change Management, Credit, Cross-functional Team..., Management, Leadership
Education
Queens University of Charlotte 1985 — 1986
Continuing Education, Accounting and Finance
Appalachian State University 1977 — 1981
Bachelor of Science, Public Relations, Business, Communications
Wells Fargo May 2015 - Present
The Chronicle October 2001 - December 2014
Skills
Accounts Receivable, Journal Entries, Account Reconciliation, Bank Reconciliation, General Ledger, Year-end Close, Accounting, Income Tax, Accruals, Financial Analysis, Accounts Payable
Education
Appalachian State University 1996 — 2000
BSBA, Accounting
Accenture Credit Services August 2010 - Present
Wells Fargo June 2010 - July 2011
HomEq February 2008 - December 2009
Skills
Mortgage Lending, Banking, Loans, Credit, Mortgage Banking, Customer Service, Risk Management, CRM, Home Equity Loans, Sales, Underwriting, Credit Analysis, Credit Risk, Finance, Relationship Management
Education
Appalachian State University 2004 — 2009
BS, Political Science
Wells Fargo February 2014 - Present
Yodle April 2012 - November 2013
Aerotek Engineering February 2011 - April 2012
Skills
Social Media Marketing, Social Media, Social Networking, Facebook, Marketing, Account Management, Sales, Recruiting, Customer Service, Microsoft Office, Salesforce.com, Applicant Tracking..., Technical Recruiting, Advertising, Talent Acquisition, Staffing Services, Cold Calling, Leadership, Online Advertising, Management, Public Speaking, Lead Generation, Time Management, Email Marketing, Training
Education
Appalachian State University 2006 — 2010
Bachelor of Science (B.S.), Communications/Public Relations, Marketing
Wells Fargo October 2014 - Present
Wells Fargo December 2013 - October 2014
Wells Fargo May 2012 - November 2013
Wells Fargo April 2008 - May 2012
Wachovia February 2006 - March 2008
Texmac Inc. March 2003 - February 2006
Skills
Microsoft Office 2007, Documentation, Spreadsheets, Customer Service, Microsoft Office, Excel, Lotus Notes, Word, PowerPoint, Process Improvement, Database Administration, Problem Solving, Data Analysis, Analysis, Business Analysis, System Administration, Customer Satisfaction, Software Documentation, Microsoft Excel, Team Building, Outlook, Strategy, Management, Databases, Business Process, Microsoft Word
Education
Appalachian State University 1996 — 2000
Bachelor of Science, Psychology
Sutorus Communications March 2013 - Present
Wells Fargo November 2007 - November 2008
Wells Fargo July 2005 - November 2007
Bank of America November 2003 - June 2005
Bank of America September 2002 - November 2003
Wells Fargo/Wachovia Corporation December 2000 - September 2002
Wells Fargo/Wachovia/First Union August 1998 - August 1999
Skills
Technical Writing, Internal Communications, Editing, Client Communications, RFP, Product Management, Asset Management, Marketing Communications, Financial Services, Social Media Marketing, Social Media
Education
Appalachian State University 1999 — 2000
Master of Arts, History
Hollins University 1994 — 1998
Bachelor of Arts, History
Wells Fargo June 2010 - November 2010
Wachovia, A Wells Fargo Company June 1997 - May 2010
USA TODAY 1990 - 1995
Skills
XP, Outlook, SharePoint, Lotus Notes, Computer Hardware, Training, Microsoft Excel, HTML, Software Documentation, Windows 7, Process Improvement, CMS, Team Leadership, Microsoft Office, Problem Solving, SDLC, Requirements Gathering, Vendor Management, Project Management, Data Analysis, Active Directory, Technical Writing, SQL, Customer Service, MS Project, Windows Server, Troubleshooting, Access, Microsoft SQL Server, System Administration, Analysis, Windows, Business Analysis, Technical Support, Information Technology, Visio, FrontPage
Education
Appalachian State University 1980 — 1985
Bachelor of Science in Business Administration, Major: Information Systems, Information Systems
SC Farm Bureau September 2007 - Present
Wells Fargo November 2006 - November 2007
Mega Life & Health February 2006 - November 2006
RBC Royal Bank January 2005 - February 2006
Education
Appalachian State University 2000 — 2004
BSBA, Finance and Banking
Robert W. Baird & Co. February 2013 - Present
Wells Fargo July 1996 - February 2013
Skills
Background in Education, Operations, Client Service, FINRA Series 7 License, FINRA Series 9 & 10..., Microsofit Word, Long Term Care..., Microsoft Excel, FINRA Series 65 License, Annuity License, Equities, Mutual Funds, Asset Allocation, IRAs, 401k Rollovers, 529 Plans, Retirement Planning
Education
Appalachian State University
Bachelor of Science
Wells Fargo July 2010 - Present
Performance Fibers March 2008 - July 2010
INVISTA December 1999 - March 2008
Perigon March 1994 - December 1999
Joy Energy Systems April 1990 - March 1994
Keiltronix Inc. August 1988 - April 1990
Overcash Electric August 1986 - August 1988
Keiltronix Inc. July 1984 - August 1986
Skills
Microsoft SQL Server, Troubleshooting, Technical Support, VB.NET, Automation, Databases, Access, Active Directory, Analysis, C#, Data Analysis, Data Warehousing, Hardware, Integration, Management, Manufacturing, Networking, Oracle, Project Planning, SQL, Testing, Visual Basic
Education
Appalachian State University 1980 — 1984
BS, Computer Science
Wells Fargo May 2015 - Present
Wells Fargo June 2014 - May 2015
Bowden Investment Group May 2013 - May 2014
Transportation Insight May 2012 - August 2012
Education
Appalachian State University
Finance and Banking, Economics
American Credit Acceptance April 2014 - Present
TEAM ia October 2013 - April 2014
Wells Fargo August 2013 - October 2013
Seibels July 2013 - August 2013
Global Lending Services January 2013 - April 2013
Harris Computer Systems August 2010 - January 2013
The RAP Index June 2012 - August 2012
Fluor February 2010 - August 2010
First Citizens Bank July 2006 - October 2009
HomeTrust May 2005 - July 2006
Skills
Microsoft SQL Server, C#, JavaScript, VB.NET, SQL, Visual Studio, C++, HTML, Visual Basic, Data Warehousing, Databases, Access, Software Documentation, MySQL, Database Design, Programming, .NET, XML, Software Development, IIS, ASP.NET, Web Services, SharePoint, Web Applications, Oracle, AJAX, Integration, T-SQL, jQuery
Education
Western Carolina University 2004 — 2006
Masters, Project Management
Appalachian State University 2000 — 2002
BSBA, Accounting and Computer Information Systems
Wells Fargo June 2014 - August 2014
Clark Tire August 2012 - March 2014
Carolina Ziplines and Canopy Tours May 2012 - August 2012
The Motor Works September 2010 - August 2012
Skills
Customer Service, Team Leadership, Customer Satisfaction, Marketing, Management, Analysis, Finance, Project Planning, Investments, Corporate Finance, Automotive, Microsoft Office, Sales, Inventory Management, Valuation, Public Speaking
Education
Appalachian State University 2012 — 2014
Bachelor of Science (BS), Finance and Banking
Robert W. Baird & Co. July 2014 - Present
Wells Fargo December 2012 - June 2014
Nationwide Insurance June 2011 - June 2012
Skills
Mortgage Lending, FHA, Mortgage Banking, Refinance, Loans, Loan Origination, Residential Mortgages, VA loans, FHA financing, Credit, USDA, Banking, Government Loans, Consumer Lending, PowerPoint, Event Planning, Time Management, Microsoft Word, Sales, Microsoft Excel, Customer Service, Microsoft Office, Insurance, Credit Analysis, Research, Lines Of Credit, VA Loans
Education
Appalachian State University 2004 — 2009
Bachelor of Science (BS), Interior Design
Wells Fargo July 2011 - Present
Insurance Plus March 2009 - July 2011
Skills
Eagle Scout, Microsoft Office, Access, Analysis, Banking, Financial Analysis, Customer Service, Leadership, PowerPoint, Microsoft Excel, Sales, Risk Management, Time Management, Underwriting, Insurance, Sales Management, Loans, Consumer Lending, Small Business Lending
Education
Appalachian State University 2007 — 2010
BSBA, Finance and Banking, Risk Management and Insurance
Wells Fargo January 2006 - Present
Wachovia August 1998 - January 2006
First Union July 1994 - November 1998
Skills
Enterprise Risk..., Operational Risk, Sarbanes-Oxley Act, Sarbanes-Oxley, Financial Risk, Internal Audit, Banking, Internal Controls, Auditing, Risk Management, CISA, IT Audit, Leadership, AML, Fraud, Financial Analysis
Education
Appalachian State University 1990 — 1994
B S, Management
Geometry Global November 2012 - Present
Amatuer Athletic Union June 2009 - Present
RoundPoint Financial Group January 2014 - November 2014
Wells Fargo March 2012 - November 2013
FIBA July 2006 - January 2012
Birkdale School August 2006 - May 2007
Skills
Sports, Public Speaking, Public Relations, Customer Service, Social Media Marketing, Microsoft Office, Event Planning, Social Media, PowerPoint, Sports Coaching, Social Networking, Athletics, Critical Thinking, Problem Solving, Media Relations, Contract Negotiation, Sales, Sales Presentations, Brand Ambassadors, Mortgage Lending, Team Management, First Time Home Buyers, Microsoft Excel, Marketing, Microsoft Word, Team Building, Finance, Event Management, Fundraising, Leadership, Strategic Planning, Marketing Communications, Analysis, Management
Education
Appalachian State University 2003 — 2006
B.A, Organizational/Public Communications
Brigham Young University 2003 — 2003
Associate of Arts and Sciences (AAS), Independent Study
College of Southern Idaho 2001 — 2003
Associates, Liberal Arts
Appalachian State University January 2012 - Present
Sherwin Williams June 2015 - August 2015
Wells Fargo June 2014 - August 2014
The Solar Homestead October 2013 - December 2013
Freedom School Partners May 2012 - July 2012
Appalachian State University October 2011 - December 2011
Cook-Out January 2010 - August 2011
Skills
Time Management, Teamwork, Leadership, Customer Service, Community Service, English, Public Speaking, Supply Chain Management, International Relations, Social Media, Spanish, Social Networking, Event Planning
Education
Appalachian State University 2011 — 2015
Bachelor of Science in Business Administration, Economics, 3.4
Universidade Católica de Pernambuco 2014 — 2014
Economics and Brazilian Studies
Wells Fargo May 2013 - Present
Dan'l Boone Inn May 2012 - January 2013
Skills
FATCA, UK CDOT, CRS, Microsoft SQL Server, Microsoft Excel, Oracle General Ledger, Midas Plus, Calypso, IBIS, Tax Reporting, Bank Reconciliation, Team Leadership, Business Requirements, Functional Design, IIS, Midas, Mysis, FDIC, Procedure Development, P&L Analysis, Six Sigma, Microsoft Office, Business Process..., Process Improvement, Continuous Improvement
Education
Appalachian State University 2010 — 2012
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies, 3.3
Ritchie Hill September 2014 - Present
Elizabeth Sherrill Photography January 2014 - Present
Wells Fargo March 2012 - August 2013
Ritchie Hill Bakery 2010 - 2013
Wells Fargo February 2010 - March 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Customer Service, Event Planning, Social Media, Time Management, Team Leadership, Risk Assessment, Data Entry, Critical Thinking, Training
Education
University of North Carolina at Charlotte 2007 — 2009
Bachelor of Arts (BA), Mass Communication/Media Studies
Appalachian State University 2005 — 2007
Communication, General
Stalwart July 2015 - Present
Microsoft September 2014 - July 2015
T-Mobile USA December 2008 - September 2014
Qwest May 2008 - December 2008
Verizon Wireless February 2004 - May 2008
Wireless Communications May 2002 - October 2003
Primerica May 2000 - May 2002
Wells Fargo August 1998 - October 2000
Bank of America June 1997 - August 1998
Skills
Direct Sales, Wireless, Solution Selling, Telecommunications, Salesforce.com, Sales, Sales Management, Sales Operations, Managed Services, Business Planning, SaaS, Account Management, Business Development, Leadership, New Business Development, Sales Process, Mobile Devices, Unified Communications, Selling, Strategic Partnerships, B2B, Analysis, Cold Calling, Sales Presentations, CRM, M2M, Cloud Computing
Education
Appalachian State University 1991 — 1995
Bachelor of Science, Business Administration, Computer Information Systems
DSW Designer Shoe Warehouse September 2012 - Present
Wells Fargo March 2011 - September 2011
Wells Fargo September 2009 - March 2011
Wachovia Bank August 2006 - September 2009
YMCA Camp Silver Beach May 2002 - September 2005
Skills
Customer Satisfaction, Real Estate, PowerPoint, Customer Service, Sales, Outlook, Data Entry, Training, Microsoft Excel, Social Media
Education
Appalachian State University
Bachelor's of Science, Psychology
TradeKing September 2014 - Present
Wells Fargo July 2014 - September 2014
SECU April 2013 - April 2014
The McDowell Hospital May 2012 - August 2012
Woody Bolinger DDS June 2004 - August 2011
Skills
Excellent Computer..., Works well in a team, Works well individually, Deadline Driven, Highly motivated..., Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Time Management, Social Media
Education
Wingate University 2013 — 2015
Master of Business Administration (M.B.A.)
Appalachian State University 2011 — 2012
Bachelor of Science in Business Administration, Fiance and Banking; Risk Management and Insurance
West Paw Design January 2015 - Present
Accounting & Tax Solutions PC November 2013 - January 2015
Robert N Storey CPA July 2012 - October 2013
Wells Fargo November 2011 - July 2012
Skills
Tax, Accounting, Bookkeeping, Finance, Financial Accounting, Financial Analysis, GAAP, Income Tax, Internal Audit, Loans, Financial Reporting, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word
Education
Montana State University-Bozeman 2013 — 2015
Master's degree, Accounting
Appalachian State University 2007 — 2011
BSBA, Accounting
Gypsum Management and Supply October 2013 - Present
Allstate January 2010 - October 2013
Wells Fargo October 2008 - January 2010
Skills
Insurance Adjusting, Property & Casualty..., General Insurance, Sales, Sales Finance, Customer Service, Customer Satisfaction, Customer Experience, Property Damage, Follow-through Skills, Following Up, Xactimate, Organization, Leadership, Marketing, Interpersonal..., Customer Retention, Highly detail oriented, Communication Skills, Business Travel, Expense Management, Microsoft Office, Liability, Market Research, Account Management, Insurance, Management, Microsoft Excel, Team Building, Sales Management
Education
Appalachian State University 2004 — 2008
Bachelor of Science (B.S.), Business Administration with a concentration in marketing
Wells Fargo December 2013 - Present
Kirschbaum, Nanney, Keenan & Griffin, P.A. May 2006 - October 2013
Hopper Law Firm 2004 - 2006
Skills
Bankruptcy, Pleadings, Document Review, Notary Public, Legal Writing, Legal Assistance, Wake Co. Guardian Ad..., Courts, Board Member-B.C. HOA
Education
Durham Technical Community College 2007 — 2010
Associates Degree, Paralegal Technology, 4.0
Appalachian State University
Lees McCrae College
Wells Fargo Securities Director, Technology Relationship ManagementWells Fargo SecuritiesMay 2011 - Present
Wells Fargo December 2009 - May 2011
Wachovia October 2005 - December 2010
Goodrich Corporation October 1999 - October 2005
Skills
Enterprise Software, SDLC, Data Center, Project Portfolio..., Program Management, Leadership, Risk Management, ITIL, Enterprise Architecture, Integration, Business Analysis, Networking, Visio, Relationship Management, Vendor Management, Team Management, Team Leadership, IT Management, Process Improvement, Unix, Portfolio Management, Disaster Recovery
Education
Appalachian State University 1994 — 1998
BS, Geography, Information Systems
Wells Fargo February 2014 - Present
New York Life Insurance Company March 2012 - November 2013
Tourneau May 2010 - September 2011
Venetian Jewelers October 2008 - February 2010
Goodmark Jewelers May 2008 - October 2008
Diamonds International May 2003 - September 2007
Cheshire Marketing, Inc February 2001 - May 2003
Skills
Sales, Merchandising, Team Management, Retail, Insurance, Account Management, Marketing Strategy, Marketing, Customer Service, Sales Management, Social Networking, New Business Development, Selling, Inventory Management, Customer Satisfaction, Management, Negotiation, Team Building, Business Development, Advertising, Direct Sales, Sales Presentations, Sales Operations, Cold Calling, Leadership, Sales Process, B2B
Education
Appalachian State University 1996 — 2000
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Newmark Grubb Knight Frank April 2013 - Present
Newmark Knight Frank August 2010 - May 2013
Wells Fargo February 2010 - August 2010
Wachovia, A Wells Fargo Company May 2008 - August 2009
Wachovia January 2006 - May 2008
Wachovia, A Wells Fargo Company July 2001 - December 2005
Lincoln Property Company February 2000 - July 2001
Lincoln Property Company July 1997 - January 2000
Skills
Corporate Real Estate, Real Estate, Financial Analysis, Disposition, Portfolio Management, Asset Managment, Due Diligence, Real Estate Transactions, Strategic Planning, Leases, Location Intelligence, Commercial Real Estate, Negotiation, Asset Management
Education
Appalachian State University 1992 — 1996
BS, Geography/GIS
CresCom Bank February 2015 - Present
CresCom Bank July 2013 - February 2015
Wells Fargo March 2013 - July 2013
C.H. Robinson January 2013 - March 2013
Transportation Insight January 2012 - January 2013
Meadowbrook Inn June 2010 - December 2011
Mellow Mushroom September 2008 - June 2010
Retail Merchandising Solutions Inc. May 2007 - August 2008
Skills
Employee Training, Retail Banking, Sales, Time Management, Customer Service, Marketing, Event Planning, Event Management, Leadership, Microsoft Office, Inside Sales, Adobe Photodeluxe, InDesign, Salesforce.com, Budgets, Logistics, Supply Chain, Cold Calling, PowerPoint, Microsoft Word, Microsoft Excel, Retail, Inventory Management, Budgeting, Apple photoshop, Photoshop, RoomMaster 2000, Fiserv Teller and..., Branch Management
Education
Appalachian State University 2006 — 2010
Bachelor of Science in Business Administration, Marketing
Wells Fargo March 2014 - Present
Wells Fargo Bank December 2011 - March 2014
Wachovia, A Wells Fargo Company May 2009 - December 2011
Wells Fargo 2009 - December 2011
Wachovia April 2007 - May 2009
Wachovia January 2006 - May 2007
ConAgra 2001 - 2006
Conagra Foods, Inc. January 2001 - December 2005
Sara Lee December 1999 - September 2000
Bank of America March 1989 - January 1999
Skills
Management, Process Improvement, Supply Chain Management, Strategic Partnerships, Program Management, Leadership, Strategy, Contract Negotiation, Performance Management, Vendor Management, Procurement, Strategic Sourcing, Change Management, Cross-functional Team..., Outsourcing, Sourcing, Supply Management, Recruiting, Sales, Training
Education
Bellevue University 2002 — 2004
BA, LAPA
Cornell University 2001 — 2003
CCTE, Certified Corp Travel Exec
Appalachian State University 1976 — 1979
Commerical Art/Interior Design
William HS, Burlington, NC 1973 — 1976
Wells Fargo October 2013 - Present
Wells Fargo June 1996 - Present
Wells Fargo December 2009 - October 2013
Wachovia, A Wells Fargo Company February 2009 - December 2009
Wells Fargo November 2004 - January 2009
Wachovia April 2002 - November 2004
Wachovia June 2001 - April 2002
Wachovia December 1997 - June 2001
Skills
Networking, Integration, Network Engineering, Vendor Management, Security, Data Center, Disaster Recovery, Risk Management, System Administration, Management, Business Analysis, IT Strategy, SDLC, Team Leadership, Enterprise Architecture, Change Management, Visio, Process Improvement, PMP, ITIL, SharePoint, Project Portfolio..., IT Service Management, PMO, IT Operations, Business Intelligence, Program Management
Education
Appalachian State University
Bachler of Science in Business Administration, Computer Information Systems
Wells Fargo January 2009 - Present
Wells Fargo 2009 - Present
US Army February 1985 - March 1988
Skills
Banking, Vendor Management, Enterprise Architecture, Business Continuity, Process Improvement, Disaster Recovery, IT Management, Financial Services, Data Center, Program Management, Visio, Business Analysis, IT Strategy, SDLC, Servers, Integration, PMP, Leadership, Risk Management, Software Documentation, SharePoint, IT Operations, Project Management, Security
Education
Appalachian State University 1980 — 1983
Nationwide Insurance December 2009 - Present
Nationwide March 2004 - December 2009
Wells Fargo August 2003 - January 2004
Skills
Insurance, Property & Casualty..., General Insurance, Commercial Insurance, Casualty Insurance, Liability, Claim, Claims Management, Umbrella Insurance, Workers Compensation
Education
North Carolina State University 2010 — 2013
Masters Certificate, Training and Development, A
Appalachian State University 1999 — 2003
Bachelor of Science (B.S.), Communication, Journalism, and Related Programs
Wells Fargo May 2014 - Present
Bank of America February 2013 - February 2014
Manuel Properties October 2011 - February 2013
ON24 June 2011 - September 2011
Symcor June 2007 - March 2011
BeavEx, Inc. November 2004 - June 2007
RBC Bank October 2002 - November 2004
Enterprise Rent-A-Car September 1995 - October 2002
Skills
SDLC, Sales, New Business Development, Project Management, Business Analysis, Risk Management, Cross-functional Team..., Forecasting, Salesforce.com, Analysis, Business Process..., Leadership, Management
Education
Appalachian State University 1990 — 1994
BA, English/History
Wells Fargo May 2014 - Present
Wells Fargo June 2009 - May 2014
Wachovia March 2003 - June 2009
Lowe's Home Improvement 2001 - 2003
Aon Consulting 1997 - 2001
Wachovia 1994 - 1997
Skills
Risk Management, Business Continuity, Operational Risk..., Information Security..., Internal Audit, Retail Banking, Operational Risk, Financial Services, Enterprise Risk..., Vendor Management, Banking, Governance, Business Continuity..., Financial Risk, Risk Assessment, Business Process..., Incident Management, Risk Analysis, Business Analysis, Disaster Recovery, Financial Analysis, Credit Risk, Fraud, Information Security, Process Improvement, Crisis Management
Education
Appalachian State University 1997 — 1999
MBA, Business
Appalachian State University 1990 — 1994
Bachelor of Science, Business Administration
Wells Fargo May 2015 - Present
Bank of America May 2010 - May 2015
Wells Fargo March 2008 - June 2010
Bank of America November 2004 - March 2008
Bank of America May 2001 - October 2004
Greer & Walker, LLP January 2000 - May 2001
Skills
Operational Risk..., Financial Risk, Operational Risk, Banking, Risk Management, Enterprise Risk..., Sarbanes-Oxley Act, Auditing, Internal Controls, Internal Audit, Credit, Accounting, Financial Services
Education
Appalachian State University 1999 — 1999
Master of Science, Accounting
Appalachian State University 1994 — 1998
BSBA, Accounting
Central Cabarrus High School
Wells Fargo 1998 - Present
Education
Appalachian State University 1990 — 1994
Wells Fargo September 2010 - Present
Lowes Companies June 2006 - August 2010
Wachovia Bank January 2003 - June 2006
Skills
BMC Remedy, Vendor Management, Troubleshooting, ITIL, Incident Management, Process Improvement, Visio, Security, Active Directory, Business Analysis, AIX, SDLC, Executive Reporting, IT Management, Windows, IT Operations, Management, Project Management, IT Service Management, Windows 7, Hardware, Information Technology, Help Desk Support, Information Security, SharePoint, System Administration
Education
Appalachian State University 1997 — 2001
BSBA, Computer Information Systems
SUSE January 2008 - Present
Wells Fargo October 2000 - January 2008
Skills
Unix, Solaris, Servers, Linux, Operating Systems, VMware, Software Installation, Troubleshooting, Virtualization
Education
Appalachian State University 1994 — 1999
MetLife September 2014 - Present
Black Knight Financial Services May 2012 - September 2014
Bank of America March 2003 - May 2012
Bank of America March 2003 - August 2010
Exelon 2002 - 2003
Accenture 2000 - 2002
Wells Fargo 1997 - 1999
Ferebee Corporation 1996 - 1997
Skills
Strategy, Finance, Risk Management, Credit, Banking, Loans, Mortgage Lending, Credit Analysis, Credit Risk, Mortgage Banking, Process Improvement, Credit Cards, Financial Risk, Financial Analysis, Portfolio Management, Financial Services, Operational Risk..., Mortgage Servicing, Consumer Lending
Education
Appalachian State University 1992 — 1996
BSBA, Health/Health Care Administration/Management
Signature Consultants, for Bank of Amercia October 2014 - Present
Signature Consultants October 2014 - March 2015
Aerotek May 2013 - September 2014
Wells Fargo 2014 - 2014
Wells Fargo 2014 - 2014
Premier Alliance December 2012 - February 2013
AGB Enterprises, LLC March 2012 - November 2012
Westin Engineering, Inc. December 2009 - February 2012
Westin Engineering, Inc. October 2009 - January 2010
AGB Enterprises LLC January 2009 - December 2009
Skills
Program Management, Business Process Design, Business Change..., Process Engineering, Integration, Business Process, Requirements Analysis, Change Management, Business Process..., Strategic Planning
Education
University of North Florida - College of Business Administration 1980 — 1984
Masters, Business & Accounting
Appalachian State University 1972 — 1974
BSBA, Accounting
Wachovia Community Banking Human Resources ManagerWachovia, A Wells Fargo Company2010 - Present
Wells Fargo 2010 - Present
Wachovia 2001 - 2008
Bank of America June 2000 - April 2001
Skills
Employee Engagement, Employee Relations, Financial Services, HR Policies, Human Resources, Leadership, Leadership Development, Onboarding, Performance Management, Succession Planning, Talent Acquisition, Talent Management, Team Building, Recruiting, College Recruiting, Management, Process Improvement
Education
Appalachian State University 1995 — 1997
Masters, Industrial/Organizational Psychology & Human Resource Management
Washington and Lee University 1992 — 1995
Wells Fargo December 2013 - Present
Wells Fargo July 2010 - December 2013
Wachovia Bank February 2009 - July 2010
Wachovia January 2006 - February 2009
Wachovia March 2004 - January 2006
Wachovia October 2003 - March 2004
Skills
Risk Management, Internal Audit, Auditing, Banking, Internal Controls, Operational Risk..., Enterprise Risk..., Risk Assessment, AML, Operational Risk, Financial Services, Wealth Management, Risk Analysis, OFAC
Education
Cannon Financial Institute - Investment Management 2014 — 2015
Cannon Financial Institute - Trust Audit, Compliance & Risk Management 2011 — 2013
Appalachian State University 2002 — 2003
MBA
Appalachian State University 1998 — 2002
BSBA, Information Systems
Cabarrus County November 2012 - Present
Town of Harrisburg, NC 2000 - Present
Central Piedmont Community College August 1990 - June 2012
Wells Fargo February 2011 - December 2011
Ally Financial, Inc July 2010 - November 2010
Wells Fargo January 2010 - June 2010
Wachovia September 2007 - December 2009
Wachovia April 2007 - June 2007
Wachovia, A Wells Fargo Company September 2003 - April 2007
Skills
Visio, SharePoint, MS Project, Project Management, Risk Management, Change Management, Technical Writing, Access, Disaster Recovery, Business Process, Project Planning, Management
Education
UNC 2001 — 2002
Credits toward IT certification
Appalachian State University 1975 — 1989
B.S., M.A.
First Citizens Bank November 2014 - Present
First Citizens Bank and Trust Company, Inc. August 2013 - October 2014
Wells Fargo April 2010 - July 2013
Wachovia Bank January 2008 - April 2010
Skills
Banking, Loans, Credit, Mortgage Lending, Financial Services, Commercial Banking, Insurance, Consumer Lending, Underwriting, Finance, Cross Selling, Private Banking, Estate Planning, Deposits, New Business Development, Portfolio Management, Small Business Lending, Wealth Management, Retirement Planning, Series 6, Relationship Management, Credit Analysis, Financial Planning, Asset Management, Wealth, Investments
Education
Iowa State University 2012 — 2014
Masters in Family and Consumer Sciences, Family Financial Planning
The Citadel 2006 — 2010
Masters in Business Administration
Appalachian State University 1998 — 2002
Psychology, Industrial/Organizational Psych
Mission Health May 2015 - Present
Eliada Homes June 2014 - May 2015
Grandfather Home for Children January 2012 - June 2014
Wells Fargo July 2011 - January 2012
Wachovia, A Wells Fargo Company January 2011 - July 2011
Wachovia, A Wells Fargo Company March 2010 - January 2011
GBP USA July 2008 - March 2010
GBP USA July 2008 - October 2008
Education
Appalachian State University 2004 — 2008
BS, Advertising
Irongate Home Finance, LLC September 2014 - Present
RoundPoint Financial Group May 2013 - September 2014
Movement Mortgage formally New American Mortgage September 2012 - May 2013
Wells Fargo August 2004 - September 2012
Wells Fargo Financial April 2002 - August 2004
Skills
Time Management, Marketing, Leadership, Direct Sales, Account Management, Credit, Sales Management, Event Planning, B2B, Loans, Social Media Marketing, Mortgage Lending, Banking, Relationship Management, Product Marketing, Product Management, First Time Home Buyers, Loss Mitigation, Management, Investment Properties
Education
Appalachian State University 1997 — 2001
Communications, Marketing, General Business
Appalachian State University 1997 — 2001
Bachelors of Science, Communications
Wells Fargo September 1999 - Present
Education
Appalachian State University
MA, Industrial/Organizational Psychology & Human Resources Management
Appalachian State University 1990 — 1994
BS, Industrial Technology
Wells Fargo August 2012 - Present
Wachovia Bank March 2003 - Present
Skills
Credit Analysis, Portfolio Management, Philanthropy, Community Development, Program Management, Financial Education, Affordable Housing, Public Relations, Banking, Commercial Banking, Credit, Small Business Lending
Education
Appalachian State University
Bachelor of Science (BS), Mathematics
Appalachian State University
BSBA, Health Care Management
Bishop McGuinness High School
NorthMarq June 2013 - Present
Berkeley Capital Advisors February 2011 - June 2013
Wells Fargo June 2009 - February 2011
Wachovia Securities January 2006 - May 2009
Education
Appalachian State University 2002 — 2005
BSBA, Finance
Wells Fargo August 2011 - Present
Wells Fargo July 2010 - July 2011
Wachovia Bank May 2008 - July 2010
Wachovia Bank July 2005 - May 2008
Wachovia Bank May 2003 - July 2005
Wachovia Bank June 1993 - May 2003
Skills
Treasury Management, Cash Management, Product Management, Commercial Banking, Pricing, Banking, Payments, Treasury Services, Certified Treasury..., Electronic Payments, Treasury, Strategy, CRM, Portfolio Management, Credit, Risk Management, Competitive Analysis, Internet Banking, Financial Services, Financial Risk, Credit Cards, ACH, Leadership, Liquidity Management, Sales, Relationship Management, Merchant Services, Working Capital..., Management, Strategic Planning, FX Options
Education
Appalachian State University
Bachelor's Degree, Finance & Real Estate
Wells Fargo June 2013 - Present
Rowan Cabarrus Community College November 2011 - June 2013
Chick-fil-A May 2009 - September 2010
Hewitt Associates 2006 - 2009
Wachovia, A Wells Fargo Company 2004 - 2006
Wachovia, A Wells Fargo Company 1999 - 2004
Skills
Strategic Financial..., Credit, Finance, Leadership, Human Resources, Payroll, Options, Income Statement, Banking, Financial Analysis, Performance Management, Coaching, Project Management, Insurance, Analysis, Process Improvement, Project Planning, Customer Service, Management
Education
Appalachian State University 1975 — 1985
BSBA, Real Estate
Wells Fargo January 2012 - Present
Wells Fargo May 2009 - December 2010
Wells Fargo September 2008 - May 2009
Wachovia, A Wells Fargo Company September 2003 - September 2008
Aon Consulting July 2002 - September 2003
Skills
Business Analysis, Marketing Strategy, Banking, Account Management, Business Development, Financial Analysis, New Business Development, Process Improvement, Product Management, Project Management, Risk Management, Sales Management, Strategic Planning, Vendor Management, Financial Services, Management, SDLC, Program Management
Education
Appalachian State University 1998 — 2002
BSBA, Information Systems
Wells Fargo September 2007 - Present
Bank of America June 2007 - September 2007
Bank of America May 2007 - June 2007
Skills
Risk, Six Sigma, Supply Chain Management, Process Improvement, Supply Chain, Vendor Management, Operations Management, Change Management, Risk Management, Strategic Sourcing, Supply Management, Business Process..., Project Management, Leadership, Team Building, Negotiation, Procurement, Business Analysis
Education
Central Piedmont Community College 2003 — 2004
Diploma, Paralegal of Technology
Appalachian State University 1992 — 1996
Bachelor of Science, Psychology – (I/O) Industrial Organizational)
Scottrade August 2015 - Present
Wells Fargo January 2015 - August 2015
Wells Fargo Wealth Management Group May 2012 - December 2014
Wells Fargo Advisors October 2008 - May 2012
Wells Fargo April 2007 - October 2008
Skills
Wealth Management, Retirement, Portfolio Management, Investments, Financial Analysis, Customer Service, Microsoft Office, Management, Finance, Banking, Financial Services, Insurance, Credit, Sales, Risk Management, Loans, Relationship Management, Financial Planning, Retirement Planning
Education
ABA Trust School 2013 — 2015
Trust Certifications I, II
Appalachian State University 2002 — 2006
Business
West Forsyth High School
Wells Fargo October 2012 - Present
Accenture June 2011 - September 2012
Allstate December 2007 - June 2011
Equifirst 2005 - 2007
Greenpoint 2003 - 2005
Skills
Underwriting, Claim, Mortgage Banking, Mortgage Lending, Refinance, Loan Origination, Mortgage Underwriting, Credit, Residential Mortgages, Loans, Credit Analysis, Banking, Risk Management
Education
University of North Carolina at Charlotte 1999 — 2003
BA- Psychology
Appalachian State University 1998 — 1999
Wilson Bank & Trust September 2015 - Present
First Citizens Bank July 2014 - September 2015
Wells Fargo May 2012 - June 2014
BB&T June 2006 - May 2012
Skills
New Business Development, Credit Risk, Business Relationship..., Underwriting, Loan Origination, Commercial Lending, Small Business Lending, Credit
Education
Appalachian State University 2004 — 2006
MBA
University of Notre Dame - Mendoza College of Business 2000 — 2004
BBA, Marketing
Aon Hewitt August 2013 - Present
Aon Consulting April 2007 - July 2013
Wells Fargo August 2001 - March 2007
Skills
Change Management, Microsoft Office, Customer Service, Business Analysis, Process Improvement, Vendor Management, Project Planning
Education
Appalachian State University 1997 — 2001
BSBA, Business Management
TIAA-CREF September 2015 - Present
Wells Fargo December 2014 - September 2015
CohnReznick LLP October 2012 - November 2014
Reznick Group June 2012 - October 2012
Reznick Group November 2010 - June 2012
Skills
Auditing, Internal Controls, Financial Reporting, Accounting, GAAP, US GAAP, CPA, OMB Circular A-133, External Audit, Financial Accounting, Assurance, Financial Statements
Education
Appalachian State University 2005 — 2010
Masters, Accounting
Bank of America March 2014 - Present
Bank of America January 2011 - March 2014
Wells Fargo July 2008 - December 2010
Skills
Internal Audit, Internal Controls, Auditing, Analysis, Business Analysis, Microsoft Excel
Education
Appalachian State University 2007 — 2008
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.8
Appalachian State University 2003 — 2007
Bachelor's Degree, Business Administration and Management, General, 3.9
CBC National Bank 2010 - Present
Woodlands Bank 2007 - 2010
Regions Financial Corporation 2004 - 2007
Morgan Stanley 2003 - 2004
Wells Fargo 1999 - 2003
Skills
Credit Analysis, Retail Banking, Commercial Lending, Commercial Banking, Small Business Lending, Credit, Loans, Banking, Consumer Lending, Loan Origination, Underwriting, Credit Risk, Portfolio Management, Finance, Risk Management, Financial Analysis
Education
Appalachian State University 1994 — 1998
Bachelor's Degree, Finance
Asheville Christian Academy
Self-employed Technology Consultant June 2015 - Present
Wells Fargo June 2014 - May 2015
BB&T Insurance Services Inc. December 2013 - May 2014
Family Dollar July 2013 - November 2013
Bank of America May 2011 - December 2012
Bank of America January 2009 - May 2011
Wells Fargo July 2007 - December 2008
Family Dollar June 2006 - July 2007
MPS Mortgage Company November 2001 - May 2006
Osprey Systems Incorporated January 1998 - November 2001
Skills
Project Management, Business Intelligence, PMO, SDLC, Change Management, SAP Basis Administration, IT Infrastructure Design, Banking, Commercial and..., Vendor Management, Program Management, Management, Process Improvement, Mortgage Lending, Business Process..., Business Analysis, Project Portfolio..., Business Requirements, Risk Management, Requirements Analysis, CRM, Six Sigma, Agile Project Management, SAS Project Upgrades, DataStage Project..., Visio, Leadership, Integration, Consulting, Data Warehousing, Enterprise Software, Business Process
Education
Appalachian State University
BSBA, Information Systems & Business Management
Bank of North Carolina February 2012 - Present
Wells Fargo May 2011 - February 2012
Wachovia, A Wells Fargo Company June 2010 - May 2011
Wachovia, A Wells Fargo Company September 2008 - June 2010
maurices December 2007 - September 2008
Pacific Sunwear March 2007 - December 2007
maurices September 2002 - March 2007
Skills
Banking, Credit, Customer Service, Loans, Financial Analysis, Microsoft Office, Retail Banking, Finance, Risk Management, Commercial Banking, Mortgage Lending, Consumer Lending, Credit Analysis
Education
Appalachian State University 2002 — 2006
South Rowan High School 1997 — 2001
Wells Fargo July 2015 - Present
Wells Fargo March 2013 - July 2015
Wells Fargo December 2010 - March 2013
First Citizens Bank September 2008 - December 2010
International Power May 2007 - August 2007
Skills
Vendor Management, Financial Analysis, Process Improvement, Data Mining, Credit Analysis, Portfolio Management, Banking, Microsoft Excel, Retail Banking, Project Management, Microsoft Office, Credit, Analysis, Analytics, Business Analysis
Education
Appalachian State University 2004 — 2008
Bachelor of Science in Business Administration, Finance & Banking
Wells Fargo January 2014 - Present
Wachovia, A Wells Fargo Company November 2009 - January 2014
Wachovia, A Wells Fargo Company January 2008 - November 2009
Wachovia, A Wells Fargo Company January 2006 - December 2007
K5 Graphic Design February 2005 - December 2005
Source4 December 2003 - February 2005
Skills
Excel, Business Analysis, Customer Service, Banking, Process Improvement, Change Management, PowerPoint, Outlook, Word, Data Analysis, SharePoint, Capital Markets, Quality Assurance, Direct Mail, Problem Solving, Analysis, Microsoft Office, Documentation, Vendor Management, Visio, SDLC, Customer Relations, MS Project, Requirements Gathering, Business Requirements, Business Process..., Team Leadership, Business Process, Requirements Analysis, Project Planning, User Acceptance Testing, MS Office Suite, Software Documentation, Microsoft Excel, PMO, Access, Project Management, Financial Services, Microsoft Word
Education
University of North Carolina at Charlotte - Belk College of Business 2002 — 2004
Bachelor's degree, Marketing
Guilford Technical Community College 2001 — 2002
Associates, Business Administration
University of North Carolina at Greensboro 2000 — 2001
Appalachian State University 1999 — 2000
Wells Fargo May 2001 - Present
Skills
Customer Service, Customer Relations, Social Media, Excel, Access, Sales, Training, Strategic Planning, Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Management, Leadership, Fundraising, Event Planning, Coaching, Budgets
Education
Appalachian State University 1999 — 2003
BSBA, Marketing / History
Wells Fargo August 2014 - Present
Wachovia, A Wells Fargo Company December 2010 - August 2014
Sara Klumpp 2007 - 2014
HealthXpressions,Inc January 2007 - August 2010
Starbucks Coffee Company 2004 - 2005
Northwestern Mutual Financial Network 2003 - 2005
IBIS INC. 1992 - 2003
Skills
Leadership, Sales, Time Management, Retail, Customer Satisfaction, Training, Marketing, Management, Customer Service, Coaching, CRM, Public Relations, Merchandising, Customer Retention, Sales Management, Team Building, Leadership Development, Sales Process, Research, Product Development, Operations Management, Process Improvement, Sales Presentations, Data Entry, Forecasting, New Business Development, Social Networking, Negotiation, Strategy, Business Development, Sales Operations, Event Planning, Selling, Microsoft Excel, Team Leadership, Contract Negotiation, Microsoft Word, Recruiting, Project Management, Account Management, Project Planning
Education
Appalachian State University
Bachelor of Arts (B.A.), English Language and Literature, General
Montreat College
Associate of Science (A.S.), Biology
East Mecklenburg High School 1984 — 1988
Wells Fargo March 2015 - Present
Wells Fargo October 2013 - March 2015
Wells Fargo March 2013 - October 2013
Wells Fargo January 2012 - March 2013
AIESEC January 2010 - December 2011
Appalachian State University August 2007 - December 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Project Management, Analysis, Accounting, Internal Audit, ACL, Intercultural..., Leadership, Teamwork
Education
Appalachian State University 2007 — 2011
BSBA, Econmics, International Business, Supply Chain Management
Wells Fargo June 2012 - Present
Morgan Stanley September 2010 - May 2012
Wachovia, A Wells Fargo Company September 1986 - September 2010
Skills
Series 66, Series 7, Private Wealth..., Private Banking, Wealth Management, NC Life & Health..., Commercial Lending, Portfolio Management, Wealth Management..., Sales, Series 63, Uniform Combined State..., Relationship Management, Non-profit Volunteer, Investment Advisory, Investments
Education
Appalachian State University 1977 — 1980
MBA, Business
Wells Fargo June 1997 - Present
Skills
Customer Service, Investment Properties, Leadership, Loans, Mortgage Lending, Negotiation, People-oriented, Portfolio Management, Securitization, Social Media, Strategic Planning, Team Building
Education
Appalachian State University 1982 — 1987
BS, Electronics, Computer Science, Mathematics, Physics
The Henry M. Jackson Foundation November 2012 - Present
Photography By Christina Lynn June 2005 - Present
Troy Container Line August 2009 - September 2010
Expeditors November 2006 - September 2008
Wells Fargo August 2006 - November 2006
Homeq Servicing March 2004 - June 2006
Appalachian State University January 2005 - May 2006
Orlando Regional Medical Center January 2002 - January 2003
Claire’s Boutiques January 2000 - January 2003
Camp Geronimo June 2000 - August 2000
Skills
Portrait Photography, Portraits, Commercial Photography, Digital Photography, Photography, Wedding Photography, Event Photography, Lightroom, Image Manipulation, Fine Art Photography, Image Editing, Photos, Photojournalism, Headshots, Studio Photography
Education
Appalachian State University 2002 — 2006
B.S, Psychology
Keele University
71st High School
Wells Fargo 2000 - Present
Wachovia Corporation 1996 - 2000
Wachovia Corporation 1995 - 1996
Skills
Green Belt, Project Planning, Project Management, PMP, Communication, Banking, Operations Management, MS Project, Change Management, Relationship Management, Mergers, Payments, Process Improvement, Risk Management, Financial Services, SDLC, Mergers & Acquisitions, Business Analysis
Education
Appalachian State University
Bachelor of Science (BS), Accounting
Self-employed September 2012 - Present
SunTrust Bank April 2012 - September 2012
Wells Fargo May 2008 - April 2012
Office Max April 2006 - May 2008
Skills
Banking, Customer Service, Strategic Planning, Risk Management, Credit, Loans, Microsoft Office, Financial Analysis, Microsoft Excel, Investments, Management, Project Management
Education
Appalachian State University 1986 — 1988
North High School
Teradata November 2014 - Present
Fidelity Investments January 2013 - November 2014
Wells Fargo June 2009 - December 2012
Skills
Java, Visual Studio, JavaScript, Database Design, Programming Concepts, C, Customer Service, Software Development, jQuery, Agile Methodologies, C#, .NET, JSON, CSS, Eclipse, C++, Objective-C, Critical Thinking, Dojo, SDL Tridion, Spring, Sybase, RESTful WebServices, ClearCase, Build Forge, ElasticSearch, HBase, Redis, Akka
Education
Appalachian State University 2007 — 2012
Bachelor of Science (B.S.), Computer Science
Northwest Cabarrus High School
High School Diploma
Wells Fargo 2007 - Present
Education
Appalachian State University
Coastal Federal Credit Union July 2012 - Present
Wells Fargo September 2009 - May 2012
Liz Claiborne Shoes September 2007 - August 2009
Education
Appalachian State University
Bachelor of Science (B.S.), Business Administration and Management, General