Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
Starbucks July 2014 - Present
Wells Fargo June 2013 - August 2013
Midwest Mezzanine Funds July 2010 - June 2012
Midwest Mezzanine Funds May 2007 - July 2010
Skills
Leveraged Finance, Mergers & Acquisitions, Venture Capital, M&A experience, Business Valuation, Data Analysis, Analysis, Business Strategy, Finance, Competitive Analysis, Investment Strategies, Risk Management, Strategic Planning, Credit Analysis, Financial Reporting, Mutual Funds, Business Analysis
Education
Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Marketing, Strategy
Indiana University - Kelley School of Business 2003 — 2007
BA, Finance
Trunk Club May 2014 - Present
Wells Fargo May 2010 - May 2011
Kilauea Military Hotel September 2009 - December 2009
Wells Fargo June 2007 - August 2007
Skills
Sales, Marketing, Management, Integrated Marketing, Event Planning
Education
Indiana University Bloomington 2005 — 2009
Bachelor of Science and Recreation, Tourism and Travel Services Management
New Trier High School 2001 — 2005
Byline Bank August 2015 - Present
Wells Fargo August 2014 - August 2015
Citi May 2012 - August 2014
US Bank July 2011 - May 2012
Skills
Banking, Investments, Credit, Finance, Loans, Fixed Income, Risk Management, Management, Analysis, Commercial Banking, Small Business Lending, Financial Analysis, Accounting, Relationship Management, Portfolio Management, CRM, Loan Origination, Sales, Mortgage Lending, Underwriting, Economics, Lines Of Credit, Credit Analysis, Commercial Lending, Consumer Lending, Credit Risk, Treasury Management
Education
Indiana University Bloomington 2006 — 2010
B.A., Economics, Business
Marion Superior Court-Judge Robert R. Altice, Jr. January 2015 - Present
Rubin & Levin, P.C. May 2014 - Present
Indiana University Robert H. McKinney School of Law August 2012 - Present
Indiana Court of Appeals-Judge Margret G. Robb August 2014 - December 2014
Indiana Supreme Court-Justice Steven H. David January 2014 - April 2014
Banks & Brower, LLC February 2013 - April 2014
Wells Fargo March 2012 - August 2012
Wells Fargo October 2011 - March 2012
Speedway Super America September 2005 - October 2011
Indiana University Bloomington August 2007 - May 2011
Skills
Investments, Accounting, Finance, Analysis, Legal Research, Legal Review, Editing, Document Drafting, legal analysis, Organization, Leadership, Legal Writing, Microsoft Office, Microsoft Excel, Time Management, Criminal Law, Access, Real Estate, Westlaw
Education
Indiana University Robert H. McKinney School of Law 2012 — 2015
Doctor of Law (J.D.), Law, 1L
Indiana University Bloomington 2007 — 2011
Bachelor of Science, Finance
Starboard Advisors, LLC; Hype Energy Products April 2015 - Present
Quintium Advisors LLC September 2013 - April 2015
DenTek Oral Care, Inc April 2009 - August 2013
Keller Group January 2002 - April 2009
Wells Fargo July 1997 - January 2002
JPMorgan Chase July 1990 - June 1997
Skills
Strategic Planning, Financial Planning, Operations Management, Mergers & Acquisitions, Contract Management, Human Capital Management, Crisis Management, International Business, Supply Chain Management, Strategic Financial..., Forecasting, Strategy, Financial Analysis, Risk Management, Finance, Financial Modeling, Management, Valuation, Personnel Management, Private Equity, Leadership, Equities, Portfolio Management, Corporate Finance, Investments, Banking, Due Diligence, Business Strategy, Start-ups, Executive Management, Financial Risk
Education
Indiana University - Kelley School of Business 1997 — 2000
MBA, Finance
Indiana University Bloomington 1986 — 1990
Bachelor's Degree, Public Finance
Ally Financial Inc. November 2014 - Present
First Investors Financial Services February 2013 - April 2014
Westlake Financial Services August 2011 - January 2012
Wells Fargo Home Mortgage June 2010 - February 2011
Wells Fargo February 2004 - January 2009
wells fargo March 2004 - February 2007
Triad Financial 2001 - 2003
HSBC 1997 - 2001
Skills
Sales Management, PowerPoint, Mortgage Lending, Loans, Credit, Market Analysis, Microsoft Word, Credit Analysis, Management, Leadership, Team Building, Selling, Business Planning, Sales, Finance, Customer Service, Competitive Analysis, Coaching, Negotiation, Banking, Risk Management, Training, Consumer Lending, Budgets, Portfolio Management, Sales Process, Business Strategy, Performance Management, Financial Analysis, Customer Retention, Underwriting, Customer Satisfaction, Account Management, Forecasting, Business Development, Employee Training, New Business Development, Cold Calling, Human Resources, Insurance, Relationship Management, Financial Services, Executive Management, Sales Operations, Credit Risk, Program Management, Loan Origination, Profit, Call Centers, CRM
Education
Indiana University Bloomington 1972 — 1973
None, Medical
Arsenal Technical HS 1966 — 1970
Academic, English Language and Literature/Letters
Indiana University March 2015 - Present
Indiana University March 2015 - Present
Students for Concealed Carry on Campus April 2014 - December 2014
Lincoln Financial Group June 2014 - August 2014
Pendragon Properties January 2014 - May 2014
Limitless Computer Service, LLC September 2013 - October 2013
Wells Fargo March 2013 - July 2013
rue21 May 2012 - March 2013
Vanity September 2011 - March 2012
Skills
Photography, Photoshop, Spanish, Management, Policy Analysis, Sales, Public Policy, Promotions, Team Building, Online Advertising, Customer Service, Customer Support, Social Media, Public Speaking, Leadership, Microsoft Office
Education
Indiana University Bloomington 2012 — 2016
Economic Consulting and Business Law & Ethics
The Reserve at Lake Travis September 2014 - June 2015
Sage Hospitality February 2014 - July 2014
Aston Hotels & Resorts May 2012 - December 2013
Westgate Resorts November 2007 - December 2011
Bank of America May 2007 - October 2007
Regions Bank November 2005 - May 2007
Wells Fargo September 1999 - October 2005
Sheraton September 1997 - August 1999
Marriott Hotel March 1984 - July 1991
Skills
Excellent Customer..., Customer Service, Employee Relations, Team Building, Strategic Planning, Process Improvement, Problem Solving, Team Leadership, Hiring, Banking, Change Management, Customer Relations, Sales Management, Customer Satisfaction, Coaching, Operations Management, Scheduling, Financial Planning, Performance Management, Loans, Mortgage Lending, Retail Banking, Cross Selling, Forecasting, Financial Analysis, Consumer Lending, Food & Beverage, Resorts, Training, Front Office, Rooms Division, Management, Hospitality, Sales, Catering, Hospitality Industry, Hospitality Management, Process Scheduler, Hotel Management, Revenue Analysis, Pre-opening, Yield Management, Restaurants, Property Management..., Human Resources, Tourism, Marketing, Strategic Financial..., Hotels
Education
Indiana University-Purdue University at Indianapolis 1978 — 1981
Associate of Applied Science, Hospitality
Indiana University Bloomington 1976 — 1978
A. A. S., Business
Wells Fargo April 2015 - Present
The North Highland Company April 2010 - April 2015
KPMG Advisory August 2004 - April 2010
CGI North America (formerly American Management Systems) June 2003 - July 2004
PNC Bank 1999 - 2001
PNC 1994 - 2000
Skills
IT Audit, Process Improvement, Risk Management, Business Process..., Project Management, Management Consulting, IT Infrastructure Design, IT Strategy, ITIL Certified, Cloud Computing, Mergers & Acquisitions, Application Migrations, Business Development, Business Process, Financial Analysis, Leadership, Management, Project Planning, Strategy, Financial Services, Program Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2001 — 2003
MBA, Finance
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2001 — 2003
MS, MIS
Indiana University Bloomington 1990 — 1994
BS, Accounting
Wells Fargo August 2013 - Present
Wells Fargo April 2011 - August 2013
Wachovia / Wells Fargo April 2008 - March 2011
Skills
Sales, Sales Management, Customer Service
Education
Indiana University Bloomington 1997 — 2000
Bachelors, Social and Behavioral Sciences
Wells Fargo August 2014 - Present
Fort Wayne Urban League February 2012 - September 2014
Lincoln Financial Group August 2010 - November 2011
Salin Bank & Trust February 2005 - May 2010
Skills
Fundraising, Grant Research, Event Planning, Grant Writing, Grant Management, Budget Analysis, Budget Development, Budget Tracking, Budget Allocation, Sales Management, Operations Management, Operational Excellence, Loans, Sales, Strategic Planning, Team Building, Coaching, Nonprofits, Customer Service, Community Outreach, Event Management, Social Media, Program Development, Banking, Customer Satisfaction, Leadership, Budgets, Training, Grants, Data Analysis, Marketing, Project Planning, Access, Analysis, Time Management
Education
Indiana Wesleyan University 2006 — 2008
MBA, Accounting
Indiana University Bloomington 2000 — 2004
Bachelor's, Financial Management
SSHS 1996 — 2000
Wells Fargo August 1986 - Present
Wells Fargo July 1986 - Present
Skills
Certified Treasury..., Banking, Treasury Management, Commercial Banking, Cash Management, Payments, Electronic Payments, Payment Systems, Treasury Services, Cross Selling
Education
Indiana University Bloomington
Bachelor of Science (BS), Education
University of Michigan
Masters of Arts, Education
Wells Fargo December 2013 - Present
Wells Fargo September 2012 - November 2013
Wells Fargo September 2009 - August 2012
Bank of America October 2008 - February 2009
Bank of America April 2007 - October 2008
Bank of America October 2005 - June 2007
Bank of America May 2004 - October 2005
Central Piedmont Community College January 2001 - December 2004
Bank of America September 2001 - April 2004
Bank of America July 1998 - September 2001
Skills
ITIL, Six Sigma, Product Management, E-Learning, Teaching, Data Analysis, Change Management, SDLC, Management Consulting, Program Management, Management, Strategy, Business Analysis, Databases, Business Intelligence, Leadership, SharePoint, Business Process, Analysis
Education
Queens University of Charlotte 2008 — 2008
MBA, Business
Indiana University Bloomington 1993 — 1997
BA, Journalism
East Bay Modern Real Estate May 2014 - Present
Keller Williams Realty August 2013 - May 2014
San Francisco Federal Credit Union December 2011 - July 2013
Bank of America March 2010 - December 2011
Wells Fargo May 2004 - March 2010
Skills
Consumer Lending, Banking, Leadership, Credit, Credit Unions, Loans, Retail Banking, Credit Cards, Cross Selling, Loan Origination, Commercial Lending, Mortgage Lending, Credit Analysis, Mortgage Banking, Commercial Banking, Portfolio Management, Lines Of Credit, Financial Services, Investments, Finance, Risk Management, Real Estate, Real Estate Financing, FHA, First Time Home Buyers
Education
University of Nevada-Reno 2002 — 2005
Bachelor of Arts (B.A.), Sociology
Indiana University Bloomington 2001 — 2002
Center for Energy and Environment November 2013 - Present
Expensive Wino Productions August 2010 - November 2013
Adecco Group 2008 - November 2013
Touchpoint Consulting July 2011 - January 2012
Ronin Theater Company 2003 - 2010
Pro Staff July 2007 - May 2008
Office Team January 2007 - June 2007
Wells Fargo October 2002 - December 2006
Youth Performance Company 2005 - 2006
Guthrie Theater October 1998 - June 2002
Skills
Acting, Theatre, Quality Assurance, Management, Office Management, Event Management, Film, PeopleSoft, Directing, Resume Writing, PowerPoint, Editing, Event Planning, Creative Writing, Video Production, Short Films, Film Editing, Online Research, Online Communications, Data Entry, Quality Auditing, Office Administration, Video, Voice Over, Video Editing, Stage Combat, Stage Direction, Stage Management, Data Management, Technical Writing, Final Cut Pro, Live Event Producer, Bookkeeping, Microsoft Office, Small Business, Casting, Software Documentation, Facebook, Proofreading, Sony Vegas Video, Talent Casting, Talent Booking, Rehearsal Scheduling, Etalk, IBM AS/400, ProSpace, Google Docs, Google Calendar, Public Speaking, Social Media
Education
Indiana University Bloomington 1992 — 1995
Bachelor of Arts (B.A.), Theatre/Theater
Hologic April 2013 - Present
Warner Chilcott April 2011 - April 2013
UniFirst Corporation May 2008 - April 2011
FitClub April 2007 - May 2008
Wells Fargo May 2006 - April 2007
Skills
Sales, Sales Force Development, B2B, Cold Calling, Sales Presentations, New Business Development, Sales Process, Leadership, Account Management, Direct Sales, Key Account Management, Event Management, Pharmaceutical Sales, Outside Sales, Selling Skills, Negotiation, Pricing, Building Relationships, Qualifying Prospects, Strategic Planning, Key Account Development, Budgets, Contract Negotiation, Business Strategy, Pharmaceutical Industry, Social Networking, Public Speaking, Healthcare, Sales Operations, Urology, Medical Devices, Operating Room, Forecasting, Strategic Selling, Business Planning, OB/GYN, Sales Management, Surgeons, Capital Equipment, Disposables, Managed Care, Medical Sales, Women's Health, Sales Effectiveness, Surgery, Product Launch, Operating Room Sales, Surgical Device Sales
Education
Indiana University Bloomington
Bachelor of Arts, Political Science and Government
Sacred Heart Griffin High School
Wells Fargo October 2012 - Present
Altegrity June 2010 - October 2012
Kroll 2010 - 2010
BPO Elks USA 2005 - 2009
Richards and Tierney March 2001 - January 2004
Mobium Creative Group 1999 - 2000
Ambrosi 1997 - 1999
Skills
Security, Active Directory, Business Continuity, Disaster Recovery, Proxy, Vulnerability Scanning, Security Patch..., Information Security, Network Security, VMware, Firewalls, CISSP, Windows Server, Vendor Management, Servers, Data Center, IPS, DNS, Networking, Cisco Technologies, IT Management, Program Management, Computer Security, Vulnerability Management, Technical Support, System Administration, Information Security..., VMware ESX, Security Awareness, PCI DSS, Virtualization, Microsoft Exchange, Checkpoint, Network Architecture, BCCPP, BCCPA, ITIL, Cisco IOS, IT Operations, Network Administration, Citrix, Vulnerability Assessment, TCP/IP, Network Engineering, Switches, Group Policy, Penetration Testing, Network Design, IDS, CCNA
Education
University of Minnesota-Twin Cities
Bachelor's Degree, Triple Major: Business/Comm/Economics
The University of Kent
Economics
Indiana University Bloomington
Wells Fargo December 2004 - April 2014
Zone Labs, Inc April 2002 - August 2004
Abilizer Solutions, Inc July 1999 - October 2001
i-drive March 1999 - June 1999
Indus International August 1990 - March 1999
Skills
Software Development, SDLC, Enterprise Software, Web Applications, Unix, Databases, Java, Java Enterprise Edition, Leadership, Mobile Applications, ITIL, Requirements Analysis, Team Leadership, Software Project..., Mobile Devices, Enterprise Architecture, SOA, Quality Assurance, Agile Methodologies, Project Portfolio..., MS Project, Programming, SaaS, Software Engineering, Start-ups, iOS development, Android Development
Education
Indiana University 1984 — 1986
Bachelor of Science (BS), Quantitative Business Analysis
Wells Fargo October 2014 - Present
Rodan+Fields Dermatologists May 2014 - September 2014
Wells Fargo June 2013 - April 2014
SocialRep November 2009 - March 2013
DC Department of Health (DOH) August 2008 - January 2009
Indiana University Bloomington August 2006 - May 2008
Indiana University Bloomington August 2007 - January 2008
Skills
User Experience Design..., Paper Prototyping, Product Development, Participatory Design, Information Architecture, Affinity Diagramming, User Research, Ethnography, Usability Testing, Heuristic Analysis, User Experience, Wireframes, User Experience Strategy, Mockups, Whiteboarding, Personas, SaaS Application Design, User Requirements, Storyboarding, Rapid Prototyping, Proof-Of-Concept, Visio, Product Strategies, Design Specifications, Mobile Application..., Cognitive Walk-through, Task Analysis, Persona, Usability, Contextual Inquiry, Mobile Applications, Interaction Design, Web Design
Education
Indiana University Bloomington 2006 — 2008
Master of Science, Human Computer Interacton and Design, 3.94
The George Washington University 2008 — 2009
Master of Sceince Certificate, ICT & Emergency Managment and Homeland Security
UC Berkley Extension 2002 — 2005
Certification, Unix System Administration
University of North Carolina at Charlotte
BA, Political Science
Abbot Pacific January 2015 - Present
Abbot Pacific March 2014 - December 2014
Abbot Pacific October 2013 - March 2014
Abbot Pacific April 2013 - October 2013
Wells Fargo June 2012 - April 2013
BMO Financial Group May 2011 - August 2011
The Mpower Group, Inc. May 2010 - August 2010
Northwestern Mutual May 2009 - March 2010
Skills
Relationship Management, Business Development, Real Estate Financing, Financial Analysis, Corporate Finance, Financial Modeling, Strategic Financial..., Strategic Sourcing, Business Analysis, Commercial Real Estate, Real Estate Economics, Leveraged Finance, Syndications, Strategy, Business Process..., Restructuring, Portfolio Management, Finance, Due Diligence, Investments, Leadership, Management
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science (BS), Coursework: Entrepreneurship, Corporate Innovation, Finance, Global Studies, Political Science
Naperville North 2004 — 2008
Eze Software Group July 2015 - Present
American Taxi Dispatch June 2014 - December 2014
Wells Fargo June 2014 - August 2014
Indiana University Recreational Sports September 2013 - November 2013
Buffalo Grove Park District June 2012 - August 2012
Royal Melbourne Country Club May 2005 - July 2011
DPS August 2010 - December 2010
Skills
Financial Analysis, Corporate Finance, Microsoft Excel, Cost Accounting, Data Analysis, Financial Accounting, Financial Reporting, Accounting, Strategic Financial..., Programming, PowerPoint, Teamwork, Microsoft Office, Microsoft Word, Spanish, Public Speaking, Research, Social Media, English
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science (BSc), Finance and Accounting Majors, Computer Science Minor
Fifth Third Bank September 2014 - Present
Hamilton State Bank December 2012 - October 2013
SunTrust SBA Lending February 2011 - December 2012
Wells Fargo SBA Lending July 2009 - February 2011
Wells Fargo January 2006 - July 2009
BB&T January 2002 - December 2006
Skills
Loans, Banking, Small Business Lending, Business Development, Credit, SBA, Commercial Real Estate, Risk Management, Commercial Lending, Small Business, Commercial Banking, Financial Analysis, Mortgage Lending, Credit Analysis, Commercial Mortgages, Asset Based Lending, Loan Origination, Underwriting
Education
Indiana University Bloomington 1996 — 2000
Bachelor's degree, Management/Finance, 3.2
Wells Fargo July 2011 - Present
Sunair Services Corp June 2008 - December 2009
Royal Palm Capital Partners October 2002 - June 2008
Bank of America 1985 - 2002
First Chicago Corp October 1983 - 1985
First Chicago Corp December 1977 - October 1983
Skills
Loans, Commercial Lending, Commercial Banking, Private Equity, Due Diligence, Strategic Financial..., Restructuring, Middle Market, Corporate Finance, Mergers, Real Estate Economics, Executive Management, Capital Markets, Investment Banking, Financial Modeling, Equities, Leveraged Finance, Strategic Planning, Turnaround Experience, Acquisition Integration, Portfolio Management, Venture Capital, Mergers & Acquisitions, Credit Analysis, Commercial Mortgages, Treasury Management, Banking, Financial Structuring, Small Business Lending, Asset Based Lending, Credit, Financial Planning
Education
Indiana University Bloomington
BS, Finance & Economics
Wells Fargo July 2002 - Present
Skills
Credit, Loans, Banking, Strategic Planning, Leadership, Sales, Team Building, Process Improvement, Business Strategy, Program Management
Education
Indiana University Bloomington 1964 — 1969
BS, Business
Kokomo High School 1960 — 1964
Wells Fargo July 2013 - Present
MetLife Bank, N.A. September 2008 - June 2013
First Horizon Home Loans May 2004 - September 2008
Ernst & Young 1982 - 1996
Skills
Accounting Policy, External Financial..., SOX, Mortgage, Banking, Insurance, Sarbanes-Oxley Act, Mortgage Lending, Financial Statements, Auditing, Financial Reporting
Education
Indiana University Bloomington
Masters Business Administration, Finance
Indiana University Bloomington
Bachelors of Science, Accounting
Freedom Financial Network February 2015 - Present
Adobe September 2013 - March 2015
Mixr.com / Acquired by Match.com September 2012 - April 2013
Macys.com October 2011 - September 2012
MyPoints.com March 2009 - September 2011
Wells Fargo February 2007 - March 2009
Skills
R Programming, SAS Programming, SAS/STAT Programming, SAS/ETS Programming, Project Management, Python, SQL, KXEN Analytical..., Statistical Modeling, Application Frameworks, R, SAS, SAS programming, Database Marketing, Predictive Modeling
Education
Indiana University Bloomington 1996 — 1997
MA
Purdue University
BS
Wells Fargo March 2012 - January 2014
U.S. Bank October 2008 - February 2012
Accredited Home Lenders October 2004 - June 2008
FSH Properties, LLC May 1992 - February 2008
Cincy Home Loans August 2003 - October 2004
Granite Banc, Inc. October 2000 - August 2003
Skills
Underwriting, Mortgage Lending, Mortgage Banking, Mortgage, Loan Origination, Loss Mitigation, Default Management, Residential Mortgages, Default, Consumer Lending, Residential Homes, Loans, Credit, Commercial Lending, Credit Analysis, Banking, Refinance
Education
University of Phoenix 2010 — 2012
Bachelor of Applied Science (BASc), Finance
Indiana University Bloomington 1985 — 1989
Undergraduate studies Business Administration (BBA), Business Administration
Indiana University-Purdue University at Indianapolis 1984 — 1985
Undergraduate studies, Business Administration and Management, General
Geico Insurance January 2014 - Present
Fifth Third Bank July 2012 - January 2014
Fifth Third Bank June 2006 - July 2012
Wells Fargo March 2002 - May 2006
Education
Indiana University Bloomington
Bridgestone November 2014 - Present
Mapco Express October 2012 - October 2014
UBS Wealth Management November 2010 - October 2012
Wells Fargo August 2010 - November 2010
Dell June 2007 - May 2009
Skills
Forecasting, Financial Analysis, Research, Process Improvement, Microsoft Excel, Data Analysis, Analysis, Budgets, Accounting, Access, Inventory Management, Management, Sales, Business Planning, Pricing, Sales Operations, Sales Management
Education
Middle Tennessee State University 2010 — 2012
Master of Business Administration (M.B.A.), Finance
Indiana University Bloomington 2002 — 2007
Bachelor of Science (B.S.), Business Management/Finance
Wells Fargo July 2015 - Present
Baxter International Inc. May 2014 - August 2014
Hitachi Consulting June 2014 - June 2014
Wells Fargo April 2014 - April 2014
School of Informatics and Computing August 2012 - January 2014
SunTrust Bank November 2013 - November 2013
Baxter International Inc. May 2013 - August 2013
Kelley School of Business June 2012 - June 2012
Skills
Microsoft Excel, Teamwork, Public Speaking, Access, HTML, Financial Modeling, CSS, Diversity & Inclusion, Team Leadership, Microsoft Office, Social Media, Strategy, Time Management, Management
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance
Wells Fargo January 1986 - Present
Education
Indiana University Bloomington 1980 — 1984
Music Performance major
IBM July 2012 - Present
Wells Fargo November 2010 - May 2012
Ally Bank January 2010 - October 2010
Citizen's Bank July 2009 - October 2009
Wachovia, A Wells Fargo Company October 2005 - June 2009
Bank of America September 2004 - October 2005
JP Morgan Chase February 2003 - September 2004
Pathlore Software February 2001 - September 2002
Frontstep 1998 - 2001
Skills
Process Improvement, Integration, CRM, SDLC, Project Management, Change Management, Disaster Recovery, Visio, Business Requirements, Resource Management, Management, Analysis, Testing, Strategy, Infrastructure, ERP, Technical Support, Banking, Project Planning, Six Sigma, Team Building, Service Delivery, Computer Networking
Education
Indiana University Bloomington
BA, History
Northeastern University
System courses
The Ohio State University
Computer courses
Citi May 2014 - Present
Citi November 2005 - May 2014
Wells Fargo March 2003 - November 2005
PCA International January 2002 - February 2003
Banc of America Securities June 1999 - December 2001
Bank of America June 1985 - May 1999
Skills
Commercial Banking, Commercial Lending, Loans, Credit, Credit Analysis, Banking, Portfolio Management, Treasury Management, Strategic Planning, Treasury Services, Capital Structure, Commercial Mortgages, Financial Structuring, Financial Analysis, Corporate Finance, Management, Risk Management, Investment Banking, Finance, Trade Finance, Relationship Management, Mergers & Acquisitions, Credit Risk, Cross Selling, Cash Management, Restructuring, Lines Of Credit, Consumer Lending
Education
Indiana University - Kelley School of Business 1982 — 1984
MBA, Finance & Accounting
Indiana University - Kelley School of Business 1979 — 1982
Bsc, Finance
Karachi Grammar School 1971 — 1975
Wells Fargo October 2008 - Present
Rels 2011 - 2012
Thomson Reuters January 2008 - August 2008
Ameriprise Financial 2006 - 2007
Ameriprise 2006 - 2006
Wells Fargo Home Mortgage 2001 - 2006
UnitedHealth Group 2004 - 2005
Allianz 1995 - 1997
Lincoln Financial Distributors 1987 - 1995
IBM Corporation 1983 - 1987
Education
Indiana University Bloomington 1980 — 1984
BS, Marketing
Wells Fargo May 2014 - Present
Alliance For a Better Utah 2013 - 2014
Wells Fargo Bank March 2001 - September 2012
FINOVA Capital Corporation August 1999 - February 2001
Citibank July 1986 - July 1999
Republic Bank July 1982 - July 1986
American National Bank August 1981 - July 1982
Skills
Workout, Loans, Commercial Lending, Bankruptcy, Cash Flow Lending, Lines Of Credit, Commercial Banking, Underwriting, Credit Administration, Risk Management, Due Diligence, Financial Structuring, Valuation, Restructuring, Middle Market, Corporate Finance, Financial Analysis, Credit Risk, Commercial Real Estate, Cash Management, Litigation, Credit, Banking, Financial Risk, Finance, Asset, Credit Analysis, Commercial Mortgages, Portfolio Management, Leveraged Finance, Treasury Management, Small Business Lending, Asset Based Lending
Education
The University of Chicago - Booth School of Business 1979 — 1981
Master of Business Administration (MBA)
Indiana University Bloomington 1975 — 1979
BS
Bloomington North High School 1972 — 1975
Wells Fargo July 2015 - Present
Wells Fargo May 2014 - August 2014
Water Island Capital, LLC May 2012 - August 2013
EY June 2013 - June 2013
Skills
Microsoft Excel, Time Management, Access, Customer Service, Organization, Work Ethic, PowerPoint, Public Speaking, Finance, Teamwork, Financial Analysis, Microsoft Office
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
Wells Fargo May 2015 - Present
Wells Fargo January 2015 - May 2015
Wells Fargo July 2012 - January 2015
Wells Fargo May 2011 - August 2011
Raymond James Financial Inc. June 2010 - August 2010
Morgan Stanley Wealth Management April 2008 - June 2008
Skills
Commercial Banking, Financial Modeling, Financial Analysis, Investments, Finance, Financial Services, Credit Analysis, Credit, Financial Risk
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Science (BS), Finance
Cranbrook Kingswood 2005 — 2008
Wells Fargo April 2014 - Present
Sherpa LLC September 2008 - April 2014
Emory University July 2006 - September 2008
Emory University July 2004 - July 2006
Indiana University Bloomington June 2002 - June 2004
KPMG 1999 - 2002
Skills
Accounting, Resume Writing, Public Speaking, Analysis, Financial Analysis, Recruiting, Temporary Placement, Training, Team Building, Applicant Tracking...
Education
Indiana University - Kelley School of Business 1998 — 2000
MBA, Accounting - Finance
Indiana University - Kelley School of Business 1996 — 2000
BS, Accounting / International Studies
Indiana University Bloomington 1996 — 2000
Spanish
Bishop Kenney High School 1991 — 1995
Stephen Graves, CPA February 1988 - Present
Wells Fargo April 1987 - April 1988
Pacific Stock Exchange December 1984 - April 1987
Various Financial Management Positions with San Francisco Bay Area Companies June 1975 - December 1984
Ernst & Young June 1973 - June 1975
Skills
Accounting, Tax Preparation, Tax, Tax Returns, QuickBooks, Small Business, Tax Research, Auditing, Strategic Financial..., Financial Reporting, Financial Analysis, Managerial Finance, Budgets, Corporate Tax, Internal Controls, Start-ups, Management Consulting, Payroll, Account Reconciliation, Business Planning, Accounts Receivable, Accounts Payable, Restructuring, Financial Modeling, Corporate Finance, Forecasting, Executive Management, Private Equity, Investments, Entrepreneurship, Venture Capital, Estate Planning, Strategic Planning
Education
CPA Certificates from Nevada, California and Indiana 1973 — 1976
CPA Certicate, Accounting
University of Nevada-Las Vegas 1970 — 1971
Master of Business Administration (MBA) BS (Accounting) Indiana Univerity 1968, Business Administration and Management, General Undergrad Degree in Accounting
Indiana University Bloomington 1964 — 1968
B.;S. In Accounting, Accounting, 2.51 (B- Student) 1st 2 years 2.0+ student, last 2 years 3.0+ Student
SunTrust Bank February 2011 - Present
Wells Fargo July 2009 - March 2011
Wachovia Bank January 2006 - July 2009
Education
Indiana University Bloomington 1996 — 2000
BS, Public Affairs
Self-employed September 1991 - Present
Wells Fargo June 1996 - December 2000
Education
Samuel Merritt College 2002 — 2003
Horticultural Science
University of California, Berkeley 1978 — 1980
Master's degree, Biostatistics
Indiana University Bloomington 1973 — 1977
Bachelor's degree, Biology, General
Epsilon June 2013 - Present
Sears Holdings Corporation April 2011 - June 2013
Wells Fargo May 2010 - April 2011
Discover Financial Services 1992 - 1997
Kraft General Foods 1990 - 1992
Sears & Roebuck Company 1987 - 1990
Skills
Agile Project Management, Scrum, Agile & Waterfall..., Project Management, Business Analysis, Data Analysis, Retail Marketing, SQL, Teradata, Crystal Reports, JIRA, IT Management, Programming, Requirements Gathering
Education
Indiana University Bloomington 1982 — 1986
Bachelor of Arts (BA), Quantitative Business Analysis
Thrivent Financial May 2015 - Present
Lincoln Financial Group January 2008 - May 2015
Lincoln Financial Group July 2006 - January 2008
Wells Fargo September 2005 - July 2006
Target September 2000 - September 2005
Sears, Roebuck and Co. September 1998 - March 2000
Skills
Relationship Management, Behavioral Interviewing, Strategic Sourcing, Talent Pipelining, Process Improvement, Training, Coaching and Development, Management, Business Development, Employee Engagement, Leadership, Talent Management, Performance Management, Onboarding, Succession Planning, Interviews, Sourcing, Insurance, Recruiting, Screening, HRIS, Contract Recruitment, Employee Training, Coaching, Customer Service, Talent Acquisition, Human Resources, Employee Relations, Executive Search, Financial Services, College Recruiting, Strategic Planning, Leadership Development, Technical Recruiting, Resume Writing, Building Relationships, Internet Recruiting
Education
Indiana University Bloomington 1994 — 1998
Bachelors, Apparel Merchandising
Carrington Mortgage Services February 2013 - Present
NMLS # 344557 June 2010 - Present
City 1st Mortgage Services October 2011 - January 2013
JP Morgan Chase September 2009 - April 2010
PNC/National City Mortgage May 2006 - September 2009
JPMorgan Chase August 2004 - December 2006
Wells Fargo April 2002 - September 2004
Aames Home Loan September 1999 - April 2002
CitiMortgage June 1994 - April 1999
Merrill Lynch September 1991 - May 1994
Skills
Loan Origination, FHA, Loans, Mortgage Banking, Mortgage Lending, Refinance, Sales, Finance, Real Estate Financing, Management, Underwriting, Real Estate Transactions, Investment Properties, Single Family Homes, Leadership, Foreclosures, Short Sales, Condos, Customer Service, Residential Mortgages, Referrals, Residential Homes, Banking, FHA financing, Real Estate, Sellers, VA loans, Investors, Credit, REO, HUD, USDA, Networking
Education
Indiana University Bloomington 1986 — 1991
B. A., Economics & Finance
Indiana University Bloomington
Economics
The Rescue Mission June 2015 - Present
Wells Fargo July 2014 - Present
Science Central September 2013 - April 2015
First Financial Bank December 2013 - June 2014
Tower Bank & Trust Co. June 2011 - December 2013
The Leukemia & Lymphoma Society September 2004 - January 2013
Wells Fargo Bank October 2006 - June 2011
Three Rivers Federal Credit Union 1995 - 2006
Skills
Small Business Lending, Commercial Lending, Loans, Banking, Credit, Strategic Financial..., Finance, Investments, Mortgage Lending, Financial Analysis, Credit Analysis, Risk Management, Relationship Management, Underwriting, Commercial Banking, Cash Management, Portfolio Management, Treasury Management, Sales, Leadership, Lines Of Credit, Small Business
Education
Leadership Fort Wayne 2012 — 2013
Indiana University-Purdue University at Fort Wayne 2004 — 2007
MBA, Business Administration and Management, General
R. Nelson Snider 1991 — 1995
Indiana University Bloomington
Bachelor of Science (BS), Business Marketing
Wells Fargo July 2013 - Present
WNC & Associates September 2012 - July 2013
Indiana Housing and Community Development Authority March 2011 - September 2012
Indiana Housing and Community Development Authority May 2008 - April 2011
Indiana Housing and Community Development Authority January 2007 - May 2008
Indiana Housing and Community Development Authority June 2004 - November 2007
Morgan & Associates April 2003 - April 2004
Skills
Affordable Housing, Non-profits, Government, Real Estate Economics, LIHTC, Real Estate, Real Estate Development, Budgets, Rentals, Contract Negotiation, Real Estate Transactions, Property Management, Nonprofits, Leadership, Tax Credits, Fair Housing, HUD, Community Development, Apartments, Policy, Economic Development, Analysis, Leases, Property, Disposition, Grants, Financial Analysis, Portfolio Management, Operating Budgets, Loans, Asset Management, Finance, Program Management, Redevelopment, Commercial Real Estate, Due Diligence, Investment Properties, Risk Management, Acquisitions
Education
Indiana University Bloomington 1997 — 2002
Bachelor of Science, Public Afairs
Wells Fargo June 2005 - Present
Wells Fargo October 1999 - June 2005
Wells Fargo January 1996 - October 1999
Providian Financial June 1993 - December 1995
Wells Fargo April 1987 - January 1993
Wells Fargo November 1984 - May 1987
Intel Corporation August 1982 - October 1984
Skills
Process Improvement, Financial Analysis, Compliance, Operational Risk, Banking, Financial Risk, Analysis, Risk Management, Project Planning, Strategy, Business Strategy, Portfolio Management, Credit, Call Center, Loans, Payments, Financial Services, Training, Business Process..., Vendor Management, Call Centers, Operational Risk..., Program Management, Leadership, Relationship Management
Education
University of California, Los Angeles 1980 — 1982
MBA, Finance, General
University of California, Los Angeles - The Anderson School of Management 1980 — 1982
MBA, Finance
Indiana University Bloomington 1967 — 1971
B.A., Economics
The Premire Property Group July 2015 - Present
JZ Entertainment, LLC dba Jump!Zone October 2002 - July 2015
Wells Fargo January 1998 - November 1998
PNC August 1996 - January 1997
Discover May 1994 - July 1996
Transamerica June 1989 - April 1993
Skills
Sales, Marketing, New Business Development, Strategic Planning, Event Planning, Account Management, Social Media, Sales Management, Marketing Strategy, Leadership
Education
Indiana University Bloomington 1985 — 1989
Bachelor's in Economics, Economics
father ryan high school
CIT November 2014 - Present
Wells Fargo April 2013 - October 2014
Fidelity Investments February 2012 - April 2013
Fidelity Investments May 2011 - February 2012
VEGA Americas, Inc. January 2010 - May 2011
Solutions Plus, Inc June 2008 - August 2008
Skills
Commercial Lending, Credit Analysis, Secured Financing, Refinancings, Financial Statement..., Factoring, Financial Statements..., Business Loans, Real Estate Financing, Sales, Title Clearing, Microsoft Excel, Investments, Team Leadership, Cold Calling, Asset Allocation, Solution Selling, Mutual Funds
Education
Indiana University Bloomington 2005 — 2009
Bachelor of Science, Management
Wells Fargo August 2015 - Present
Madison Capital Funding June 2013 - August 2015
Ernst & Young October 2010 - June 2013
Skills
Financial Services, Due Diligence, Financial Analysis, Financial Modeling, Private Equity, Finance, Leveraged Finance, Management, Valuation, Risk Management, Corporate Finance, Microsoft Excel, Microsoft Office, Mergers & Acquisitions
Education
Indiana University - Kelley School of Business 2006 — 2010
Business, Finance, Entrepreneurship
Greensboro Day School 2002 — 2006
Naritiv September 2014 - Present
CogoTV March 2011 - September 2014
Hitachi Consulting August 2010 - February 2011
After-School All-Stars June 2010 - August 2010
YPO/WPO February 2008 - May 2010
Houlihan Lokey June 2009 - October 2009
Wells Fargo June 2008 - August 2008
IAC Advertising Solutions June 2007 - August 2007
Warner Brothers June 2006 - May 2007
Intrepid Real Estate August 2004 - August 2006
Education
University of Southern California 2007 — 2010
Indiana University Bloomington 2006 — 2007
Bank of the West January 2014 - Present
AT&T Mobility March 2012 - February 2013
Wells Fargo April 2011 - November 2011
Verizon July 2008 - February 2011
Skills
Sales Operations, Sales, Leadership, Customer Service, Coaching, Finance, Public Speaking, Android, Windows, Computer Proficiency, Customer Facing Roles, Quota Achievement, Retail Banking, Retail Sales Experience, Phone Etiquette
Education
Indiana University—Purdue University Fort Wayne 2007 — 2009
Business, Management, Marketing, and Related Support Services
Indiana University Bloomington 2005 — 2006
Business, Management, Marketing, and Related Support Services
KeyBank July 2014 - Present
Wells Fargo May 2013 - August 2013
ClubCorp May 2012 - August 2012
Martin's Supermarket March 2008 - August 2012
School City of Mishawaka June 2009 - August 2009
Skills
Microsoft Excel, Accounting, Finance, Time Management, Management, Food, Financial Analysis, Financial Accounting, Accounts Receivable, Financial Reporting, Accounts Payable, Account Reconciliation, QuickBooks, Teamwork, Managerial Finance, Financial Modeling, Budgets, Forecasting, Corporate Finance, Access, Leadership, Cash Flow, Payroll
Education
Indiana University Bloomington 2010 — 2014
Bachelor of Science (BS), Accounting and Finance
Mountain America Credit Union January 2015 - Present
Wells Fargo August 2012 - December 2014
Desert Schools Federal Credit Union July 2007 - February 2012
WELLS FARGO CORP March 2004 - July 2007
WELLS FARGO CORP February 2002 - March 2004
PRUDENTIAL January 2001 - January 2002
APPLE MORTGAGE/BUSINESS LENDING January 1995 - January 2001
KROGER COMPANY January 1990 - January 1995
n/a 1900 - 1900
Skills
Banking, Financial Analysis, Sales Management, Appraisals, Team Leadership, Leadership Development, Critical Thinking, Risk Management, Commercial Banking, Commercial Lending, Real Estate, Business Relationship..., Portfolio Management, Business Development, Underwriting, Credit Analysis
Education
Indiana University Bloomington
Bachelor's degree, Business Administration and Management, General
Indiana University Bloomington
Bachelor, Business Management
University of Phoenix
UBS January 2015 - Present
Wells Fargo June 2014 - January 2015
Wells Fargo January 2014 - January 2015
Wells Fargo Home Mortgage October 2012 - May 2014
Wells Fargo May 2008 - May 2012
Skills
Social Media, Marketing, Customer Service, Event Planning, InDesign, Facebook, Press Releases, Teamwork, Sales, Problem Solving, Organization, Compliance, Accountability, Microsoft Office, Teller Training, Public Relations, Social Networking, Graphic Design, Public Speaking, Train New Employees, Tenacious Work Ethic, Project Management, Social Media Blogging, WordPress, Microsoft Excel, Microsoft Word, PowerPoint, Team Leadership, Facebook Marketing, Facebook Fan Page..., Mac OS, PC, Google Analytics, Skype, Onboarding, Office Administration, Adobe Creative Suite, Interviewing Skills, Cross Selling, Copywriting, Outlook, Banking, Crisis Communications, Creative Writing, Event Management, Blogging, Social Media Marketing, Leadership
Education
Indiana University Bloomington
Bachelor of Arts (B.A.), Journalism with a concentration in Public Relations
Wells Fargo March 2005 - Present
Mitsui & Co., Ltd. March 2001 - February 2005
Farnam April 1997 - March 2001
DeLaval May 1992 - March 1997
Skills
Commercial Lending, Business Development, Finance, Cash Management, New Business Development, Marketing, Business Planning, Investments, Sales, Product Development, Commercial Real Estate, Financial Services, Sales Management, Treasury Management, Mergers & Acquisitions, Investment Properties, Portfolio Management, Agribusiness, Marketing Strategy, Agriculture, Asset Based Lending, Loans, Commercial RE Lending, Agribusiness Lending, Management
Education
Indiana University Bloomington 1977 — 1983
BS, Finance
Cisco 2013 - Present
TCF Equipment Finance 2012 - 2013
Wells Fargo 2010 - 2012
Wells Fargo 2007 - 2010
General Electric November 2005 - April 2008
Skills
Credit, Credit Analysis, Finance, Financial Risk, Portfolio Management, Credit Risk, Financial Analysis, Loans, Commercial Lending, Customer Service
Education
Indiana University - Kelley School of Business 1993 — 1996
Capital One Bank February 2012 - Present
Guaranty Bank July 2010 - February 2012
Bank of America 2007 - 2009
Wells Fargo 2002 - 2007
Skills
Consumer Lending, Mortgage Lending, Retail Banking, People Management, Credit, Banking Operations, Sales Management, Sales Recruitment, Culture Change, Management, Analysis, Recruiting, Banking, Change Management, Business Development, Financial Services, Loans, Talent Acquisition, Sales, Human Resources, Credit Analysis, Commercial Lending, Underwriting, Commercial Banking, Relationship Management, Loan Origination, Small Business Lending, Portfolio Management, Mortgage Banking, Treasury Management, Leadership, Finance, Risk Management, Cross Selling, Wealth Management, Cash Management, Financial Risk
Education
Indiana University Bloomington 1998 — 2002
BS, Finance, Management, Psychology
Wells Fargo March 2013 - Present
Fifth Third Bank November 2011 - March 2013
The Limited August 2010 - October 2011
Limited Brands September 2008 - October 2011
Victoria's Secret September 2008 - August 2010
Skills
Time Management, Prioritize Workload, Customer Service, Financial Services, International Work, Delegation, Customer Satisfaction, Nonprofits, Microsoft Office, Sales, Merchandising, Management, Retail, Political Science, Foreign Languages, Politics, French, Visual Merchandising
Education
Indiana University Bloomington 2006 — 2010
Bachelor, International Studies
Université Rennes II - Haute-Bretagne 2009 — 2009
Certificat de langue francaise
Salon Rouge South Bend Ave August 2014 - Present
SEPHORA November 2013 - August 2014
Teachers Credit Union February 2012 - November 2013
On the River Committee 2013 - 2013
On the River Committee 2013 - 2013
Wells Fargo May 2010 - January 2012
The Body Shop September 2008 - March 2010
Brooks Brothers March 2007 - March 2008
SEPHORA 2005 - 2007
Skills
Excel, Marketing Communications, Merchandising, Coaching, Teaching, Visual Merchandising, Customer Service, Sales Management, Selling, Trend Analysis, Retail, Store Management, Loss Prevention, Marketing, Sales, Budgets, Team Building
Education
Indiana University Bloomington 2001 — 2004
Apparel Merchandising with a Business Minor, Merchandising, Branding, Planning
Indiana University Bloomington 2000 — 2004
Apparel Merchandising with a minor in Business, Apparel Merchandising
LendUp June 2015 - Present
Freelance January 2013 - Present
Bleacher Report July 2013 - February 2015
Wells Fargo February 2011 - December 2012
Nokia April 2010 - February 2011
Good Technology (formerly Motorola) February 2009 - March 2010
Motorola (Good Technology Group) January 2008 - February 2009
Skills
Interaction Design, Usability Testing, User-centered Design, User Experience, User Interface Design, Human Computer..., Wireframes, Information Architecture, User Experience Design, Flash, Web Applications, Persona, Agile Methodologies, Usability, User Interface, Usability Engineering, Contextual Inquiry, Mobile Applications, iPhone, Mobile Devices, Android, User Research, Mobile Design, Rapid Prototyping, Experience Design, Mobile Internet, Design Strategy, Information Design, OmniGraffle, Paper Prototyping, Wire Framing, Ethnography, Card Sorting, Heuristic Evaluation
Education
Indiana University Bloomington
M.S., Human-Computer Interaction Design
Indiana University Bloomington
B.S., Computer Science
Wells Fargo December 2007 - Present
SomeplacElse 1971 - 2014
Skills
Author, Application Developer, SQL, Oracle SQL Developer, Shell Scripting, Progress 4GL, Web Focus, BMC Remedy AR System, Drupal, Wordpress, Unix, Windows Server, Management
Education
Indiana University Bloomington 1972 — 1975
Bachelor's Degree, Accounting, 3.5
Willam A Wirt High School 1966 — 1970
HS Diploma, What we used to call College Prep
Wells Fargo July 2014 - Present
PowerPlan, Inc. April 2013 - May 2014
Five Point Partners May 2012 - December 2012
Turnpoint Solutions September 2011 - May 2012
Accenture 2010 - September 2011
Freeport McMoRan Copper and Gold Inc. 2007 - 2010
Phelps Dodge 2000 - 2007
ISYS Technologies 1995 - 2000
Skills
Business Process..., ERP, Business Intelligence, Business Process, Business Analysis, Requirements Analysis, SAP, Financial Reporting, Hyperion Enterprise, Outsourcing, Consulting, Change Management, Program Management, Process Improvement, Integration, Sarbanes-Oxley Act, Financial Analysis, Project Planning, Management Consulting, Analysis, SDLC, Finance, Visio, Business Process Design, Process Engineering, IT Strategy, PMO
Education
Indiana University Bloomington
BS, Accounting
Visa January 2015 - Present
Accenture November 2010 - January 2015
Securitas Corporation April 2010 - November 2010
Chase May 2009 - April 2010
Wells Fargo January 2005 - January 2009
Skills
Business Analysis, Credit, Mortgage Lending, Sales, Loans, CRM, Strategy, Change Management, Business Intelligence, Program Management, Management Consulting, Financial Services, Leadership, Banking, Business Development, Business Process..., Business Transformation, Management
Education
Indiana University Bloomington 2002 — 2005
Bachelor of Science
Wells Fargo October 2000 - Present
Wells Fargo Bank 2006 - 2011
Skills
Training Delivery, Leadership Development, Employee Engagement, Organizational..., Blended Learning, Learning Management, Needs Analysis, Talent Management, Onboarding, Employee Training, Organizational..., Performance Consulting, Workshop Facilitation, Instructional Design, Performance Management
Education
Indiana University Bloomington 1991 — 1995
Lyft August 2015 - Present
Pennsylvania National Guard November 2006 - Present
West Chester University September 2014 - September 2015
Columbia University July 2013 - August 2014
New View Home Exteriors, LLC May 2013 - May 2014
Wells Fargo May 2005 - March 2011
US Army March 2002 - October 2006
Skills
Management, Microsoft Word, PowerPoint, French, HTML, CSS, Flash Animation, Dreamweaver, Photoshop, Microsoft Excel, Microsoft Access, Microsoft Office, Marketing, Event Planning, Social Media, SharePoint, SAP, Leadership, Editing, Event Management, SEO, Program Management, Time Management, Customer Service, Project Management, Team Building, Facebook, Budgets, Marketing Strategy
Education
Indiana University Bloomington 1990 — 1994
B.A., English
Kaplan University 2010 — 2011
Web Page, Digital/Multimedia and Information Resources Design
ICS Correspondence School 1988 — 1989
Diploma, Journalism & Short Story Writing, A+
Wells Fargo June 2014 - Present
Advantage Rent A Car February 2012 - June 2014
Ogilvy Action Experiential Marketing July 2011 - December 2011
Expert Debt-Legal Helpers Debt Resolution May 2010 - August 2011
Trust One Debt Relief February 2010 - May 2010
Olgivy Action Experiential Marketing November 2009 - February 2010
BHR & Associates December 2000 - November 2009
We, The World January 2008 - December 2008
Skills
Recruiting, Customer Service, Sales, Analysis, Business Development, Training, Team Building, Leadership, Social Media, Strategic Planning, Public Speaking, Negotiation, Account Management, Product Marketing, Sales Management
Education
Indiana University - Kelley School of Business 1971 — 1975
BS in Finance, Business
Indiana University Bloomington
Bachelor of Science, Finance
UMB Bank September 2013 - Present
Wells Fargo Bank July 2009 - September 2013
Wells Fargo May 2006 - July 2009
Hamline University August 1992 - May 2009
Dorsey & Whitney LLP May 1996 - April 2005
Skills
Litigation, Commercial Litigation, Legal Research, Legal Writing, Bankruptcy, Corporate Law, Mediation, Real Estate, Teaching Adults, Contract Negotiation, Legal Assistance, Loans, Finance, Corporate Governance, Mergers & Acquisitions, Negotiation, Due Diligence, Portfolio Management, Strategy
Education
Indiana University School of Law—Bloomington 1981 — 1984
JD, Law
Indiana University Bloomington 1977 — 1981
Tinga Technologies February 2013 - December 2013
Official Payments June 2012 - February 2013
Wells Fargo March 2011 - June 2012
BillShrink, Inc. October 2009 - March 2011
Yodlee May 2007 - January 2009
CSI Technologies, Inc. June 2004 - December 2005
Moody's Risk Management Services 1998 - 2000
Skills
Offshore Software..., Offshore Management, System Design, Java Enterprise Edition, Web Services, C++, Offshore Outsourcing, Relational Databases, Optimization, Web Analytics, Business Process..., Large Systems..., Unix, Scala, Software Engineering, Software Design, Distributed Systems, Object Oriented Design, System Architecture, Web Applications, System Optimization, HTML, CSS and..., Scalability, Design Patterns, Technical Leadership
Education
University of Bombay
Bachelor of Science (B.Sc.), Mathematics and Computer Science, A
University of Bombay
Master of Science (M.Sc.), Applied Mathematics, A
Indiana University Bloomington
Master's degree, Pure Mathematics, Computer Science and Statistics, A+
Robert Half Finance & Accounting August 2015 - Present
iHeartMedia October 2014 - May 2015
Mattersight Corporation February 2013 - July 2014
Razorfish 2010 - 2011
Wells Fargo 2009 - 2010
Gap Inc. 2005 - 2008
Skills
Financial Analysis, Financial Modeling, Forecasting, Essbase, Finance, Budgets, Financial Reporting, Pricing, Strategic Financial..., Financial Forecasting, Accounting, Income Statement, Mergers, Internal Controls, Hyperion Enterprise, Corporate Finance, Variance Analysis
Education
Indiana University Bloomington 2002 — 2006
Bachelor's, Finance
Vienna University of Economics and Business Administration 2005 — 2005
Certificate in International Economics & Trade
St Viator HS
Currently looking for a new opportunity in purchasing. January 2010 - Present
Wells Fargo July 2009 - December 2009
Lowes December 2006 - June 2008
Borders August 2006 - December 2006
Sears Holdings Corporation December 2003 - May 2005
Marshall Field's August 2001 - November 2003
Montgomery Wards 1997 - 2001
Education
Indiana University Bloomington
BS, Accounting
Old National Wealth Management June 2013 - Present
J. P. Morgan April 2010 - June 2013
Wells Fargo January 2008 - September 2009
National City Bank August 1999 - December 2007
LINCOLN NATIONAL CORPORATION January 1997 - December 1998
Lincoln National Corporation January 1995 - December 1996
Skills
Portfolio Management, Financial Planning, Wealth Management, Investments, Mutual Funds, Banking, Estate Planning, Wealth Management..., High Net Worth..., Financial Advisory, Bonds, Wealth, Series 7, Investment Advisory, Asset Allocation, Strategic Financial...
Education
University of Notre Dame - Mendoza College of Business 1984 — 1985
MBA, Finance
Indiana University Bloomington 1978 — 1982
BS, Marketing
Plante Moran April 2015 - Present
U.S. Trust, Bank of America Private Wealth Management May 2014 - April 2015
Wells Fargo January 2013 - May 2014
UMB Bank January 2011 - April 2012
Wood, Herron & Evans, LLP June 2006 - July 2006
Skills
Estate Planning, Management, Westlaw, Employee Benefits, Tax, Editing, Research, Legal Writing, Accounting, Legal Research, Retirement Planning
Education
University of Missouri-Kansas City 2012 — 2012
Master of Laws (LLM), Taxation, 3.5
University of Missouri-Kansas City School of Law 2009 — 2012
J.D., Estate Planning
Indiana University Bloomington 2005 — 2009
Business, Marketing
Zimmer February 2015 - Present
Monster Energy August 2014 - February 2015
Biomet June 2014 - August 2014
AbbVie December 2013 - March 2014
Lanx, Inc. October 2013 - December 2013
Sempra Energy March 2013 - July 2013
Caterpillar Inc. April 2011 - December 2012
Marchon Eyewear April 2010 - April 2011
Wells Fargo May 2009 - February 2010
Allison Transmission January 2008 - May 2009
Skills
SAP, SAP FI, SAP FICO, SAP Implementation, Information Technology, Fixed Assets, SAP R/3, SAP ERP, Master Data, Business Analysis, SAP BW, SAP GL, SD, SAP Consulting, ECC, Project Management, SAP Project Systems, SAP FI/CO Configuration, SAP Configuration, SAP Functional..., ERP Implementations, Financial Accounting, Accounting, Cost Accounting, Investment Management, Record to Report, Order to Cash, Procure-to-Pay, Customer Service, ERP, Business Process, Consulting, Business Intelligence, Integration, Business Process..., Requirements Analysis, Data Migration
Education
Indiana University Bloomington 1998 — 2003
Bachelor’s Degree, Business Administration, Management and Operations
Wells Fargo February 2014 - Present
PNC Bank October 2012 - February 2014
PNC Bank January 2008 - November 2012
Concurrent Technologies Corporation (CTC) June 2003 - December 2007
Skills
Instructor-led Training, Instructional Design, Needs Analysis, Training, Adult Education, Technical Writing, ADDIE, E-Learning, Visio, Program Management, SharePoint, Hands-on Training, Leadership, Captivate, Blended Learning, Performance Consulting, Learning Management, Training Delivery, Lectora, Instructional Technology, Distance Learning, Learning Management..., SnagIt, Employee Training, Adult Learning Theory, Adobe Acrobat, Performance Improvement, Workshop Facilitation, SCORM, Content Development, Camtasia, Dreamweaver, Multimedia, Job Aids, Organizational..., Storyboarding, Training Needs Analysis, Content Management
Education
Indiana University Bloomington 2001 — 2003
MS, Instructional Systems Technology
Indiana University of Pennsylvania 1997 — 2001
BS, Communications Media
Wells Fargo Business AnalysisWells Fargo1990 - 2010
Education
Indiana University Bloomington 1980 — 1984
Wells Fargo 2013 - Present
Wells Fargo Advisors February 2011 - January 2013
Wells Fargo January 2002 - March 2011
Education
Indiana University Bloomington 1986 — 1990
JDHS
University of Illinois at Urbana-Champaign
GE Capital Fleet Services February 2010 - Present
Doosan Infracore International June 2009 - February 2010
GE Capital Solutions - Commercial Distribution Finance 2005 - May 2009
General Electric January 2004 - January 2005
GE Commercial Finance January 2001 - January 2004
General Electric January 2000 - January 2001
General Electric January 1998 - January 2000
Zirgo Acceptance January 1996 - January 1998
Wells Fargo January 1994 - January 1996
Wells Fargo January 1992 - January 1994
Skills
New Business Development, Portfolio Management, Sales Management, Cross-functional Team..., Six Sigma, Relationship Management, Credit, Process Improvement, Loans, Leadership, Business Development, Financial Modeling, Sales, Change Management, Negotiation, Risk Management, Team Building, Strategy, Team Leadership, Mergers & Acquisitions, Forecasting, Account Management, Management, Finance, CRM, Pricing, Financial Analysis, Banking, Business Strategy, Executive Management, Business Planning
Education
Indiana University Bloomington 1985 — 1989
BS, Business Management
Wells Fargo January 2008 - Present
Ford Motor Company February 2005 - September 2007
Ford Motor Company July 2003 - February 2005
Earth Tech, Inc. May 1999 - May 2001
Earth Tech, Inc. October 1998 - May 1999
Skills
Analysis, Finance
Education
Indiana University - Kelley School of Business 2001 — 2003
University of Notre Dame 1993 — 1998
Bachelor of Science, Engineering and Environmental Sciences
Wells Fargo January 2015 - Present
Bank of America May 2014 - January 2015
Bank of America April 2011 - May 2014
Bank of America September 2007 - April 2011
Lowe's Companies, Inc. December 2005 - September 2007
Tiedemann Group February 2005 - December 2005
LexisNexis May 2001 - January 2005
1st Source Bank February 1997 - April 2001
Skills
SAS, Database Marketing, Analytics, Data Analysis, Segmentation, Analysis, Data Modeling, Business Analysis, Visio, Data Mining, Banking, Data Warehousing, Business Intelligence, Statistics, Databases, Access, SQL, Marketing Strategy, Digital Marketing, Strategy, Market Planning, Market Research, Marketing Research, Strategic Planning, Multi-channel Marketing, Marketing, Predictive Analytics, CRM, Customer Analysis, Management, Direct Marketing, Market Analysis, Pricing, Customer Insight, Predictive Modeling
Education
Indiana University South Bend 1997 — 2001
MBA, Business Administration and Management, General
Indiana University Bloomington 1987 — 1991
BA, Communication
Celera Systems LLC July 2014 - Present
Wells Fargo 2011 - 2014
Wells Fargo 2008 - 2011
Wells Fargo 2005 - 2008
Strong Financial Corporation 2001 - 2005
Skills
Financial Services, Strategic Planning, Project Management, Information Security, Risk Management, Program Management, Team Management, Data Management, Process Improvement, Vendor Management, Relationship Management, Mutual Funds, Business Analysis
Education
Indiana University Bloomington 1992 — 1997
Bachelor of Science (B.S.), Finance
WBBM Newsradio 780 March 2011 - Present
VMS July 2006 - January 2010
Wells Fargo October 2006 - June 2007
Enterprise Rent-a-Car April 2001 - September 2006
Skills
Radio, Account Management, Digital Marketing, Sales, Advertising, Marketing, Television, Business Development, Recruiting, Training, Marketing Communications, Social Media Marketing, Integrated Marketing
Education
Indiana University Bloomington 1995 — 1999
Wheaton Warrenville South High School
Wells Fargo August 2006 - Present
Bank of America June 2004 - September 2005
Skills
CMBS, Financial Analysis, Structured Products, Portfolio Management, Financial Modeling, New Business Development, Valuation, Investments, Sales, Due Diligence, Asset Management, Management, Leadership
Education
Indiana University - Kelley School of Business 2002 — 2006
Indiana University Bloomington 2002 — 2006
Undergraduate, Finance, Real Estate
Wells Fargo November 2008 - March 2012
Education
Indiana University Bloomington
Bachelors, Business Administration
Bank of America September 2002 - February 2009
Wells Fargo 2009 - 2009
Education
Indiana University Bloomington
Wells Fargo May 2013 - Present
Wells Fargo Bank June 2008 - Present
Indymac Bank February 2005 - April 2008
E*TRADE Financial July 2003 - January 2005
Prudential Financial November 2000 - July 2003
Education
Indiana University Bloomington 1992 — 1995
BA, Communication
KBR, Inc. May 2014 - Present
KBR-Newark, DE January 2011 - May 2014
Wells Fargo 2002 - 2008
chrysler 1999 - 2001
Skills
Six Sigma Black Belt, Process Improvement, Risk Management, Business Analysis, Vendor Management, Operations Management, Project Management, Strategic Planning, Team Building, Management, Negotiation, Business Process, Project Portfolio..., Credit, Analysis, Business Process..., Loans, Forecasting, Banking, Data Analysis, Visio
Education
Indiana University Bloomington 1989 — 1993
BA, History
Wells Fargo 2013 - Present
Wells Fargo Advisors 2008 - Present
Wells Fargo 2011 - 2013
Wells Fargo 2008 - 2010
The Weinstein Company 2007 - 2008
ICM Partners 2006 - 2007
Wells Fargo Advisors 2005 - 2006
Wells Fargo 2004 - 2006
Skills
Social Networking, Social Media, Digital Media, Television, Film Production
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Business Administration (MBA)
University of California, Los Angeles 1999 — 2003
Bachelor's, Economics
Wells Fargo May 1999 - Present
Education
Indiana University - Kelley School of Business
South Side High School
Wells Fargo 2014 - Present
Wells Fargo 2011 - 2014
Wells Fargo 2004 - 2011
Wells Fargo 2000 - 2004
Wells Fargo 1999 - 2000
Wells Fargo 1998 - 1999
Skills
Executive Management, Banking, Strategy, Budgets, Business Development, Management, New Business Development, Process Improvement, Forecasting, Team Building, Sales Management, Marketing Communications, Competitive Analysis, Marketing Strategy, Social Media, Event Management, Event Planning, Sales, Social Media Marketing, Customer Service
Education
Indiana University Bloomington 1992 — 1996
Bachelor's Degree, College of Arts & Sciences
Mutual of Omaha Bank August 2014 - Present
Solera National Bank February 2011 - August 2014
Mile High Banks June 2008 - January 2011
CIT 2005 - 2008
Premier Bank 2002 - 2005
Wells Fargo 1996 - 2002
WTIU 1991 - 1994
Skills
Accounting, Asset Based Lending, Banking, Budgeting, Business Planning, Cash Flow Lending, Cash Flow Forecasting, Commercial Banking, Commercial Lending, Corporate Finance, Credit, Credit Analysis, Debt, Debt Structuring, Excel, Financial Analysis, Financial Modeling, Forecasting, Loans, Microsoft Office, Negotiation, Portfolio Management, Risk Management, Small Business Lending, Treasury Management, Underwriting, Working Capital..., Due Diligence, SBA, Commercial Mortgages
Education
University of Colorado Denver 2000 — 2002
MBA, Finance
Indiana University Bloomington 1990 — 1994
Bachelors, Telecommunications
University of Colorado at Denver
Masters, Accounting
RMA
Wells Fargo January 2015 - Present
Cray Inc. October 2009 - December 2014
VERITAS Software September 2000 - 2005
Cargill 1995 - 1996
Cray Research 1985 - 1995
Skills
Unix, Technical Documentation, Software Documentation, Testing, Linux, Technical Writing, Operating Systems, XML, Online Help, FrameMaker, Perl, System Architecture, Software Development, DITA, Agile Methodologies, Technical Communication, C, Software Engineering, Content Management, C++, APIs, Arbortext Epic Editor, HTML, Doxygen, DITA-OT, Oxygen, Subversion, Integration, python
Education
Indiana University Bloomington 1977 — 1982
B.A., Computer Science, Near Eastern Languages
Wells Fargo February 2013 - Present
Frost Bank 2005 - February 2013
GE Capital 2003 - 2005
Ford Motor Credit Company 1999 - 2003
Skills
Relationship Management, Negotiation, Volunteering, Business Development, Team Building, Financial Analysis, Cash Flow, Customer Service, Commercial Banking, Loans, Credit Analysis, Commercial Real Estate, Commercial Lending
Education
Indiana University Bloomington 1995 — 1998
Marketing, Business Administration and Management, General
ABN AMRO February 2001 - January 2005
First Commonwealth Mortgage June 2000 - January 2001
Wells Fargo 1998 - 2000
Skills
Database Marketing, Marketing Event Planning, Marketing Communications, Project Delivery, Microsoft Office, Microsoft Word, Microsoft Excel, Private Events, Marketing Strategy
Education
Indiana University Bloomington
1997, Journalism
Wells Fargo Home Mortgage May 2013 - Present
Wells Fargo August 2010 - Present
GMAC ResCap January 2005 - January 2008
GMAC ResCap January 1997 - December 2004
Skills
Underwriting, Strategy, Analysis, Mortgage Lending, Loans, Management, Change Management, Negotiation, Portfolio Management, Banking, Credit, Risk Management, Financial Risk, Mortgage Banking, Capital Markets, Credit Risk, Credit Analysis
Education
University of St. Thomas - Opus College of Business 2009 — 2009
Mini Masters in Marketing Management
University of St. Thomas - Opus College of Business 2008 — 2008
Mini Masters in Project Management
Indiana University Bloomington 1981 — 1985
B.S., Marketing
Grandbridge Real Estate Capital December 2012 - Present
Wells Fargo 2010 - 2012
Amru Enterprises, Inc. 2003 - 2010
National City Bank 1996 - 1997
Skills
Marketing, Investments, Real Estate Development, Property Management, Asset Managment, Real Estate Economics, Residential Homes, Valuation, Disposition, Investors, Strategic Planning, Sellers, Leases, Budgets, Financial Modeling, Condos, Real Estate Financing, Loans
Education
Indiana University Bloomington 1986 — 1990
bs, finance
Carmel High School
Wells Fargo September 2014 - Present
Wells Fargo July 2010 - August 2014
Wells Fargo Bank November 2009 - July 2010
Washington Mutual Card Services April 2003 - January 2009
Charles Schwab & Co. June 1999 - January 2003
Skills
Credit Risk, SAS, Investments, Financial Analysis, Analytics, Credit, Financial Risk, Portfolio Management, Risk Management, Financial Services, Credit Cards, Finance, Strategy, Analysis, Predictive Modeling, Financial Modeling, Segmentation, Operational Risk, Data Analysis, Consumer Lending, Credit Analysis, Leadership
Education
Indiana University Bloomington
M.A., Economics
PwC July 2015 - Present
EY June 2014 - July 2014
Echo Logistics May 2012 - August 2012
Open Mile, Inc 2010 - 2011
Wells Fargo 2008 - 2010
Skills
Financial Analysis, Account Management, sales, Sales Operations, Operations Management, Operational Planning, Retail Banking, Mortgage Banking, Private Banking, Banking Law, Contract Law, Corporate Law, Employment Law, Tax Law, Management, Project Management, Project Planning
Education
Indiana University Bloomington
BA, FINANCE
Indiana University Bloomington
J.D., Law, class of 2015
Indiana University Bloomington
Master of Business Administration (MBA), Finance, Consulting, Class of 2015
Alex Wong and Associates Executive RecruiterKorn/Ferry FuturestepApril 2004 - January 2006
Countrywide Home Loans June 2003 - April 2004
Wells Fargo April 1997 - March 2003
Adecco Employment Services May 1991 - March 1997
Education
Indiana University Bloomington 1986 — 1990
Bachelors, Criminal Justice
Wells Fargo July 2015 - Present
Wells Fargo February 2013 - July 2015
Wells Fargo Bank July 2011 - January 2013
Wells Fargo February 2010 - July 2011
US Data Corporation April 2008 - February 2009
Fox Sports Net October 2005 - March 2008
Skills
Video Production, Social Media, Final Cut Pro, Microsoft Office, Broadcast, Sports, Sales, Marketing, Social Media Marketing, Social Networking, Microsoft Excel, Facebook, Leadership, Customer Service, Event Planning
Education
Indiana University Bloomington 2000 — 2007
B.A., Telecommunications
Wells Fargo September 2014 - Present
Horn Group May 2013 - September 2014
Boys & Girls Clubs of San Francisco July 2008 - May 2013
Hill & Knowlton 2005 - 2008
Neale May & Partners (now Global Fluency) September 2004 - September 2005
Skills
Event Planning, Public Speaking, Crisis Communications, Blogging, Press Releases, Public Relations, Media Relations, Analyst Relations, Social Media, Strategic Communications, Corporate Communications, Event Management, Fundraising, Social Networking, Internal Communications, Marketing Communications, Editing, Thought Leadership, Messaging, Speech Writing, Newsletters, Community Development, Research, Nonprofits, Brand Development, Integrated Marketing, Marketing, Message Development
Education
Indiana University Bloomington 2000 — 2004
Journalism, PR & Advertising
Academia Italiana University
Wells Fargo November 2014 - Present
TCF Bank April 2013 - Present
TCF National Bank April 2013 - November 2014
Education
Indiana University Bloomington 2006 — 2010
JD Byrider May 2011 - Present
BMO Harris Bank December 2009 - May 2011
Wells Fargo June 2004 - December 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Finance, Sales, Risk Management, Team Building, Management, Leadership
Education
Indiana University Bloomington 2000 — 2004
Bachelor of Science (BS), Finance and Financial Management Services
JH Specialty Inc October 2011 - Present
Wells Fargo September 2007 - October 2011
Transwheel Corporation, a subsidiary of LKQ Corp. October 2004 - October 2007
JPMorgan Chase 1997 - 2004
Skills
Financial Analysis, Sales Management, Operational Excellence, Business Strategy, Management, Credit, Customer Service, Mergers & Acquisitions, Finance, New Business Development, Treasury Management, Loans, Strategic Planning, Budgets, Credit Analysis, Mortgage Lending, Banking, Analysis, Marketing, Team Leadership, Accounting, Marketing Strategy, Human Resources, Sales Operations, Sales, Leadership, Process Improvement, Risk Management
Education
Indiana University-Purdue University at Fort Wayne 2011 — 2012
MBA
Indiana University Bloomington 1994 — 1996
BS, Finance
Indiana University-Purdue University at Fort Wayne 1992 — 1994
Leadership Fort Wayne
Snider High School
Wells Fargo 2014 - Present
BMO Financial Group 2012 - 2014
Avnet March 2010 - 2012
US Bancorp Investments, Inc. & Insurance Services, LLC. August 2006 - December 2009
The Vanguard Group April 2004 - August 2006
Beneco August 2003 - April 2004
Robert W. Baird & Co. January 2001 - March 2003
Skills
Proficient in Microsoft..., Lotus Notes, Excel, Bloomberg, LexisNexis, Insurance, Sales Support, Financial Planning, Financial Reporting, Organizing, Operations
Education
Indiana University Bloomington 1997 — 2002
Bachelor of Science, Management
Indiana University - Kelley School of Business 1997 — 2001
Certificate, Business Foundations
Marquette University High School 1993 — 1997
High School Diploma, College Prepatory School
Southern Wine & Spirits December 2010 - Present
Glazer's Distributors of Indiana September 1995 - December 2010
Wells Fargo June 1987 - August 1995
Skills
Pricing, Market Planning, Sales, Account Management, Marketing, Marketing Strategy, Inventory Management, Wine, Competitive Analysis, Negotiation, New Business Development, Product Marketing, Alcoholic Beverages, Selling, Beverage Industry, Wine & Spirits Industry, Sales Operations, Wine Tasting, Beer, Wineries, IRI, National Accounts, Key Account Development, Trade Marketing, Brand Management, Distributors, Winemaking, AC Nielsen, FMCG, Nielsen, Grocery, Consumer Products, Champagne, Pricing Strategy
Education
Indiana University Bloomington 1983 — 1987
Bachelor of Science (BS), Finance
Robert W. Baird & Co. November 2008 - Present
Stark Investments July 2007 - November 2008
Wells Fargo January 2005 - July 2007
Strong Retirement Plans Services January 2003 - January 2005
Education
Indiana University Bloomington 1998 — 2002
Bachelors Degree, Business Marketing
Berkshire Hathaway January 2010 - Present
Wells Fargo April 2002 - September 2009
Skills
Real Estate, Foreclosures, Real Estate Transactions, First Time Home Buyers, Short Sales, Investment Properties, REO, Sales, Team Building, Customer Service, Strategic Planning
Education
Indiana University South Bend 1982 — 1984
Bachelor of Science, Business Management and Adminisration
Indiana University Bloomington 1980 — 1982
JPMorgan Chase February 2007 - Present
JPMorgan Private Bank February 2007 - Present
Wells Fargo December 2005 - February 2007
Wachovia Bank December 2005 - February 2007
ING DIRECT January 2005 - December 2005
ING DIRECT January 2005 - December 2005
Skills
FINRA Series 7, FINRA Series 63, Microsoft Office, Banking, Finance, Loans, Financial Services, Credit, Securities, Fixed Income, Mutual Funds, Mortgage Lending, Private Banking, Cross Selling, Accounting, Underwriting, Financial Analysis, Investment Management, Sales, Risk Management, Small Business, Tax, Investments
Education
Indiana University Bloomington 1998 — 2001
81 Credit Hours Completed, General Studies
Indiana University
Bachelor of Arts
Prudential One Realty January 2009 - Present
Wells Fargo April 2002 - September 2008
Skills
Real Estate Sales..., Property Management, Contract Negotiation, Loans, Disposition, Real Estate Economics, Commercial Real Estate, Real Estate, Real Estate Transactions, Financial Analysis, Investments, Sales, Real Estate Development, Investment Properties, Leases, Foreclosures, HUD, Dispositions
Education
Indiana University South Bend 1982 — 1984
Bachelor's degree, Business Administration, Management and Operations
Indiana University Bloomington 1980 — 1982
Wells Fargo December 2013 - Present
Wells Fargo Bank March 2010 - Present
Old National Bank November 2008 - March 2010
Skills
Sales, Sales Management, Education, Teaching English as a..., Customer Experience, Job Coaching, Problem Solving, Critical Thinking, Communication, Banking
Education
Indiana Wesleyan University 2010 — 2012
Master of Business Administration (M.B.A.), Human Resources Management and Services
Indiana University Bloomington 2004 — 2008
Bachelor of Science (B.S.), Secondary Education French
Wells Fargo September 2009 - Present
Wachovia Bank May 2001 - September 2009
First Union National Bank November 1989 - May 2001
Mellon Bank November 1988 - November 1989
First Citizens Bank May 1983 - July 1985
Education
Indiana University Bloomington 1985 — 1987
Master of Business Administration (M.B.A.), Finance, General
North Carolina State University 1977 — 1982
Bachelor of Arts (BA), Business Administration and Management, General
Wells Fargo April 2012 - Present
Skills
Loans, Equities, Financial Services, Fixed Income
Education
Indiana University Bloomington 1983 — 1985
Master of Business Administration (MBA), Finance
The University of Connecticut 1977 — 1981
Bachelor of Science (BS), Business - Finance
Wells Fargo 1980 - 2011
Education
Indiana University Bloomington 1971 — 1975
Master's degree, Forensic Studies
Mankato Sate College 1967 — 1971
Bachelor of Science (BS), Sociology and Economics
MetLife August 2015 - Present
Wells Fargo September 2006 - July 2015
ING Direct September 2004 - September 2006
Skills
Consultative Approach, Customer Satisfaction, Sales, Compliance Management
Education
Indiana University Bloomington 2000 — 2004
Bachelor's degree, History