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
Ameriprise Financial Services, Inc. September 2013 - Present
Next Financial October 2012 - March 2013
TIAA-CREF July 2012 - August 2012
Wells Fargo November 2010 - December 2010
Wachovia, A Wells Fargo Company February 2007 - September 2010
Wachovia February 2004 - February 2007
Wachovia September 2002 - February 2004
Van Kampen Investments (within VK Trust Company) February 2000 - July 2002
Van Kampen Funds July 1998 - January 2000
Bank One January 1997 - January 1998
Education
Keller Graduate School of Management of DeVry University 2000 — 2004
MBA, Taxation & Accountancy
University of Houston 1991 — 1996
Bachelor of Arts, Psychology
Schreiner University 1990 — 1991
English
Aransas Pass High School 1986 — 1990
High School
NetEffects July 2015 - Present
Express Scripts March 2014 - July 2015
MasterCard March 2012 - February 2014
Wells Fargo Advisors November 2010 - February 2012
WellPoint May 2010 - November 2010
Thomson Reuters November 2009 - April 2010
Wells Fargo August 2009 - November 2009
Wells Fargo August 2008 - June 2009
Skills
Business Analysis, Vendor Management, SharePoint, Risk Management, Process Improvement, Project Management, Business Process..., Software Documentation, Project Coordination, PMP, Requirements Gathering, Visio, Requirements Analysis, Resource Management, SDLC, Leadership, Management, Training, Program Management, Team Building, Microsoft Excel, Analysis, Team Leadership, Integration, Customer Service, PMO, Data Analysis
Education
Keller Graduate School of Management of DeVry University 2008 — 2009
Graduate Cert in PM, Project Management
Webster University 2004 — 2007
Master of Arts, Human Resource Management & Human Resource Training & Development
Financial Fidelity Academy Inc (Non Profit Organization) September 2015 - Present
World Financial Group (WFG) August 2015 - Present
Notary Public for the State of California May 2014 - Present
Gonna Get Lao'd Productions (Newmenon Inc) March 2007 - Present
JPMorgan Chase Bank, N.A. 2011 - 2015
Wells Fargo February 2010 - May 2011
Tradens Trucking Inc August 2007 - November 2009
Charter Communications June 2004 - December 2006
Skills
Banking, Mobile DJ Services, Financial Services, Helping Families Succeed, MS Office, MS Word, MS Excel, MS Access, Adobe Photoshop CS5, Quickbooks Enterprise, Business Acumen, Entrepreneurship, MS Windows, Mac OS, MS Powerpoint, MS Project, Conflict Management, Conflict Resolution, Customer Escalation..., Sales Management, Marketing Management
Education
Keller Graduate School of Management of DeVry University 2005 — 2007
Master, Business Administration
DeVry University Long Beach, CA 1997 — 2003
Computer Information Systems, Perl, PHP, Java, C++
Lehigh hanson (contractor) January 2015 - Present
Thru September 2014 - January 2015
Wells Fargo January 2014 - August 2014
SDHC April 2013 - October 2013
Eaton Corporation December 2012 - 2013
Avanade January 2012 - October 2012
AmerisourceBergen 2011 - 2011
Skills
Network Security, Active Directory, Switches, Cisco Technologies, DHCP, Technical Support, Microsoft Exchange, TCP/IP, Windows Server, VMware, Virtualization, Data Center, DNS, CCNA, ITIL, Project Management
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
Masters information systems Management, Network design and managment
The University of Texas at Arlington 2008 — 2010
Bachelor of Arts (B.A.), Computer Systems Networking and Telecommunications
Wells Fargo December 2013 - Present
Sovereign Bank 2010 - 2013
Skills
Banking, Commercial Banking, Consumer Lending, Loans, Relationship Management, Retail Banking, Small Business Lending
Education
Kean University 1991 — 1996
Bachelor of Applied Science (BASc), Biology/Biological Sciences, General
Wells Fargo January 2013 - Present
Aerosoles March 2011 - Present
Wells Fargo October 2012 - January 2013
Yatalie Capital Management November 2011 - November 2012
Fujos Fine Chinese and Sushi Bar May 2009 - January 2012
I Wish Couture July 2010 - November 2011
Delia*s Retail Co August 2007 - July 2011
Wingate University Marketing Consulting Group August 2009 - December 2009
CVS Pharmacy January 2007 - March 2007
Skills
Sales Management, Excel, Microsoft Office, Customer Service, Retail, Investments, Lotus Notes, Social Networking, Microsoft Word, Real Estate, Social Media, Training, Event Planning, Research, Sales, Fixed Annuities, Human Resources
Education
Keller Graduate School of Management of DeVry University 2014 — 2015
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
Keller Graduate School of Management of DeVry University 2012 — 2014
Master of Business Administration (M.B.A.), Finance, 3.8
Wingate University 2008 — 2011
BS, Finance
Virginia Commonwealth University 2007 — 2008
Bachelors, Pre-Pharmacy/Pre-Radiation Sciences
Garinger High School High School 2003 — 2007
High School Diploma
Fuccillo Kia Of Cape Coral January 2015 - Present
Wells Fargo June 2013 - September 2014
Five Guys Burgers and Fries October 2012 - June 2013
Skills
Cash Handling, Microsoft Office, Customer Satisfaction, Computer Proficiency, Problem Solving, OSHA Certified, Teamwork, PowerPoint, Inventory Management, Cashiering, Data Entry, Time Management, Customer Service, Microsoft Excel, Sales, Telephone Skills, Accounting, Outlook
Education
Keiser University-Ft Lauderdale 2014 — 2016
Associate's Degree, Medical Assisting
Wells Fargo May 2014 - Present
The Pollard Group December 2004 - May 2014
Skills
Project Planning, Project Coordination, Account Management, Contract Negotiation, Construction Management, Scheduling, Microsoft Office, Budgeting, Customer Service, Renovation, Materials, Subcontracting, Production, Administration, Schedules, Accounting, Construction, Contract Management, Facilities Management, Change Orders, Cost Control, Proposal Writing, Office Management, Supervisory Skills, Process Scheduler, Investment Properties, MS Project, Negotiation, Customer Satisfaction, Team Leadership, Real Estate, Project Management, Budgets, Management, Process Improvement, Sales, Social Media
Education
Keene State College 1999 — 2002
B.A, Film Production
University of Massachusetts at Lowell 1998 — 1999
Sound Recording Technology
San Diego City College
Spanish Language and Literature
MLB Residential March 2014 - Present
Parallel Services May 2010 - Present
Wells Fargo August 2007 - May 2011
Skills
Loans, Mortgage Lending, Credit, Finance, Financial Analysis, Customer Service, Banking, Loan Origination, Mortgage Banking, Underwriting, Cash Management, Investment Properties
Education
Rutgers,Montclair 2010 — 2012
Finance, Finance
Kean University 2007 — 2011
Bachelors degree, Finance and Accounting
Dunellen 2002 — 2006
Miami Lightouse for the Blind and Visually Imapired, Inc. August 2013 - Present
Southern Audio Visual August 2012 - April 2013
Southern Audio Visual July 2010 - August 2012
Wells Fargo September 2008 - July 2010
The Home Depot November 2001 - January 2007
Skills
Accounts Receivable, Accounts Payable, Accounting, Payroll, Financial Reporting, Variance Analysis, Financial Analysis, Account Reconciliation, General Ledger, Budgets, Bank Reconciliation, Journal Entries, Customer Service
Education
Keiser University-Ft Lauderdale 2010 — 2013
Bachelor's degree, Accounting
Citi September 2013 - Present
Wells Fargo July 2011 - September 2013
Chase September 2004 - July 2011
Bank of America February 2003 - September 2004
Skills
Banking, Credit, Loans, Financial Analysis, Financial Modeling, Business Analysis, Mortgage Lending, Portfolio Management, Investment Banking, Derivatives, Equities, SDLC, Financial Services, Retail Banking, Fixed Income, Credit Risk, Capital Markets, Investments, Vendor Management, CRM, Business Development, Leadership, Management, Customer Service
Education
Kean University 1999 — 2003
Bachelor of Applied Science (B.A.Sc.), Management Science, 3.0
Wells Fargo December 2014 - Present
Skanska USA IT May 2012 - December 2014
Lincoln County School District January 2010 - April 2012
Skills
Microsoft Office, Troubleshooting, Software Documentation, Technical Support, Customer Service, Project Planning, SharePoint, PowerPoint, Microsoft Excel, Windows 7, Microsoft Word, Project Management, Analysis, Business Analysis, Active Directory, Strategic Planning, Leadership, Vendor Management, Team Building, Mac, Cisco Call Manager, Lync, Apple Devices (iPhone,..., Citrix, Educational Technology, Requirements Analysis, Data Analysis, Time Management
Education
Keller Graduate School of Management of DeVry University 2009 — 2010
Master of Information System Management, Data Administration and Management, 3.8
University of North Carolina at Charlotte 2000 — 2005
Bachelor of Arts (B.A.), Political Science and Government; Public Relations
Wells Fargo Capital Finance July 2012 - Present
Wells Fargo January 2011 - August 2012
Wells Fargo April 2010 - January 2011
Wells Fargo October 2009 - April 2010
Wells Fargo May 2008 - September 2009
Sandy Spring Bank November 2006 - April 2008
(Volunteer) Adam Meister for Councilman 11th District Baltimore February 2007 - October 2007
Humanim, Inc July 2006 - November 2006
M&T Bank June 2001 - July 2006
Enterprise Women's Network 2004 - 2006
Skills
Loans, Accounting, Financial Modeling, Analysis, Banking, Vendor Management, Credit, Financial Analysis, Finance, Auditing, Leadership, Training, Internal Audit, Mortgage Lending, Risk Management, Account Reconciliation, Cash Flow, Budgets, Process Improvement, Financial Risk, Underwriting, Portfolio Management, Internal Controls, Microsoft Excel, Compliance, Management, Credit Analysis, Coaching, Asset Managment, Asset Based Lending, Customer Service, Recruiting, Investments, Strategic Planning, Commercial Banking, Due Diligence, Commercial Lending
Education
Keller Graduate School of Management 2010 — 2015
MAFM, Concentration Fraud
Landmark Education 2014 — 2014
Landmark Forum, Landmark Forum
Oxford Seminar 2014 — 2014
Certificate, Teaching English as a Second or Foreign Language/ESL Language Instructor
Keller Graduate School of Management of DeVry University 2008 — 2010
Graduate Certificate in Accounting, Accounting and Finance
Graduate School, USDA 2007 — 2007
CIA Certification, Certified Internal Auditor Exam Review
Freed Maxick ABL Services 2005 — 2005
Fraud Awareness Seminar
Commercial Finance Association 2005 — 2005
Certificate, Field Examiners School
Scheiner, Mister & Grandizio, P.A. Certified Public Accountants 2002 — 2002
Seminar prepared for Allfirst Bank, Construction Contractor Accounting
Morgan State University 1995 — 2001
B.S., Finance
Lansdowne High 1991 — 1995
Wells Fargo September 2013 - Present
Skills
SharePoint, SDLC, VB.NET, Microsoft SQL Server, Access, Business Analysis, .NET, Databases, Technical Support, Customer Service, SQL, Visio, Management, Troubleshooting, HTML, Process Improvement, GMC Print T, HDI Certification, MS Excel Pivot Tables, MS Reporting Services
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
Information Systems Management
University of North Carolina at Charlotte 2002 — 2005
BS
Lees McRae College 2000 — 2001
BS
Louisburg College 1998 — 2000
A.A
East Rutherford High School 1994 — 1998
Diploma
Ernst & Young September 2014 - Present
TheLadders August 2014 - September 2014
ASME April 2014 - August 2014
Curran LLP October 2013 - April 2014
Wells Fargo January 2013 - October 2013
Skills
Portuguese, Spanish-speaking, Microsoft Excel, Excel models, Financial Statement..., Asset Evaluation, V Lookups, Pivot Tables, Financial Analysis, Planning Budgeting &..., PowerPivot, Financial Modeling, HTML, Windows, Teamwork, Microsoft Office, Leadership, Brazilian Portuguese, Microsoft Word, PowerPoint, Analysis, Finance, Forecasting, P&L Analysis, Revenue Forecasting, Corporate Finance, Budget Monitoring, Financial Planning, Budgets, Outlook, Economics
Education
Kean University 2008 — 2013
Bachelor's degree, B.S. in Finance and B.A. in Economics, Minor in Information Technology, 3.3/4.0
HEAF, Inc. August 2015 - Present
Hetrick-Martin Institute September 2014 - Present
Wells Fargo December 2007 - March 2014
Skills
Public Administration, Event Management, Corporate Communications, Corporate Events, Special Events..., Fundraising, Gala Events, Operations Management, Customer Service, Leadership, Management, Nonprofits, Program Management, Public Speaking, Social Media, Social Media Marketing, Team Building
Education
Keller Graduate School of Management of DeVry University 2013 — 2015
Master of Public Administration (MPA), Non-Profit/Public/Organizational Management
Winthrop University 2003 — 2007
Bachelor of Arts (B.A.), Communication and Media Studies
UNC Wilmington August 2014 - May 2015
Seahawk Investment Strategies, LLC August 2013 - December 2013
Wells Fargo June 2013 - August 2013
Thompson, Price , Scott, Adams & Co., P.A. February 2013 - April 2013
UNC Wilmington December 2012 - April 2013
Skills
Proficient in Microsoft..., Youth Mentoring, Youth Development, Microsoft Excel, Public Speaking, Event Planning, Leadership, Volunteering, Time Management, Accounting, Critical Thinking, Teamwork, Analysis, PowerPoint, Microsoft Word, Research, Microsoft Office, Social Media, Customer Service
Education
University of North Carolina at Wilmington 2014 — 2015
Master of Science in Accountancy
University of North Carolina Wilmington Cameron School of Business 2010 — 2014
Bachelor of Science, Business Administration; Accounting and Finance
Euromed Marseille
Source4Teachers 2013 - Present
Wells Fargo November 2012 - Present
Franklin Township Public Schools May 2012 - Present
Dresdner Kleinwort 1998 - 2009
Skills
Microsoft Office, Process Improvement, Program Management, Advance level read,..., Event Planning, Business Analysis, Research, Leadership, Social Media, http://myteachingprofess...
Education
Rutgers University-New Brunswick 2014 — 2016
Bachelor of Education (B.Ed.), Mathematics
Kean University 2013 — 2015
Bachelor of Education (B.Ed.), Bilingual, Multilingual, and Multicultural Education, ElementaryK-5 / Minor Middle School
Raritan Valley Community College 2010 — 2012
Associate of Arts (AA), Education K-12, A
Lead Management ,LLC June 2014 - Present
Aircraft Service International Group August 2012 - May 2014
The Mergis Group July 2011 - August 2012
Wells Fargo March 2010 - July 2011
Hallmark Aviation Services August 2009 - December 2010
Worldwide Flight Services October 2003 - July 2008
Skills
Social Media, Customer Service, Sourcing, Recruiting, Human Resources, Account Management, Payroll, Applicant Tracking..., Business Networking, Employee Relations, Contract Negotiation, Airlines, Aviation, Commercial Aviation, Kronos, Airports, Air Freight, Aircraft Maintenance, Process Improvement, Sales, Time Management, Internet Recruiting, Business Development, Contract Recruitment, Cold Calling
Education
Union County College 2010 — 2011
Psychology
Kean University 2002 — 2011
BA, Communication
Linden High School 1999 — 2002
Accenture August 2014 - Present
Financial Consulting & Trading International, Inc. January 2014 - August 2014
RemedyOne March 2013 - January 2014
Finarta Software, Inc. January 2013 - March 2013
Tokuyama America, Inc. November 2009 - October 2012
SettlementOne March 2008 - September 2009
Wells Fargo July 2006 - February 2008
California State University Channel Islands September 2003 - July 2006
Skills
Advertising, Online Advertising, Email Marketing, Analysis, Product Development, Social Media, Sales, Customer Service, Marketing Communications, Marketing Strategy, Microsoft Excel, Account Management, Strategic Planning, New Business Development, Research, Strategic Consulting, Direct Marketing, Strategic Marketing..., Integrated Marketing, Facebook, Social Media Marketing, Salesforce.com, Marketing, Event Planning, Direct Mail, Leadership, Trade Shows, Product Launch, Management, Graphic Design, Online Marketing, Market Research, Vendor Relationships, SEO, Marketing Management, Google Analytics, Strategy, B2B, Event Management, Vendor Relationship...
Education
San Diego State University-California State University 2011 — 2013
Master's, Business Administration
Ecole de Management de Marseille 2012 — 2013
Cal State University Channel Islands 2003 — 2007
Bachelor's, Business with a Minor in Art
Pontoon Solutions July 2013 - Present
Wells Fargo March 2013 - July 2013
TEKsystems August 2012 - March 2013
UNC Wilmington August 2008 - May 2012
Chi Omega Women's Fraternity - Nu Lambda Chapter January 2011 - December 2011
NEW HANOVER COUNTY DISTRICT ATTORNEY'S OFFICE January 2011 - April 2011
Willcox, McFadyen, Fields and Sutherland Attorneys at Law August 2008 - August 2010
Skills
PowerPoint, Editing, Recruitment/Retention, Outlook, Relationship Management, IT Operations, Reporting & Analysis, Onboarding, Software Documentation, Microsoft Word, Recruiting, Microsoft Excel
Education
University of North Carolina at Wilmington 2008 — 2012
Bachelor of Arts (B.A.), English, Literature; Political Science
Ecole de Management de Marseille / Euromed Marseille 2011 — 2011
French and Business Law, 4.0
Wells Fargo July 2010 - Present
Wells Fargo Home Mortgage 2008 - 2010
Bank of America 2006 - 2008
Bank of America 2004 - 2006
Bank of America 2003 - 2004
Bank of America 2001 - 2003
Bank of America 2000 - 2001
Skills
Business Process..., Business Analysis, Technology Leadership, Process Engineering, Business Process Design, Business Strategy, Strategic Design, Data Analytics, Information Systems..., Operational Excellence, Hoshin Kanri, Incentive Programs, Performance Management, High Performance Teams, Measurement Systems, Six Sigma, Lean Six Sigma, Analytics, Strategy, Leadership, Management, Financial Services, Credit Cards
Education
Keller Graduate School of Management of DeVry University 1999 — 2002
MBA • Information Systems Management, Computer and Information Sciences and Support Services
University of Phoenix 1997 — 1999
Bachelors • Business Information Systems, Management Information Systems, General
Automatic Data Processing Insurance Agency, Inc. January 2014 - Present
Senior Geek Communications, LLC July 2012 - Present
Fulton County Government September 2009 - December 2013
Wells Fargo December 2011 - November 2013
LayLaw Legal May 2009 - August 2009
American Honda Motor Company, Inc. May 2008 - July 2008
Skills
Leadership, Sales, Business Development, New Business Development, Social Media Marketing, Strategic Planning, Entrepreneurship, Strategic Financial..., Business Planning, Business Modeling, Business Strategy, Business Process..., Brand Loyalty, Problem Solving, Sales Presentations, Creative Consultation, Creative Solutions, Brand Development, Brand Implementation, Corporate Branding, Brand Awareness, Brand Equity, Business Model..., Branding & Identity, Music Business..., Music Production, Slogans, Idea Generation, Vision Creation, Vision Development, Social Entrepreneurship, Entrepreneurship..., Youth Entrepreneurship, Product Marketing, Marketing Management, Multi-media Marketing..., Small Business Marketing, Relationship Management, Innovation, Financial Management..., Speech Writing, Customer Experience, Customer Retention, Start-up Consulting, Spiritual Direction, Business consulting, Workers Compensation, Lead Generation
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Keller Graduate School of Management of DeVry University 2010 — 2012
Graduate Certification in Entrepreneurship
Morehouse College 2005 — 2009
Bachelor of Business Administration (BBA), Marketing
CBRE September 2014 - Present
US Bank August 2013 - August 2014
Wells Fargo September 2011 - August 2013
Target August 2010 - January 2012
Skills
Accounting, Customer Service, Market Research, Teaching, Consumer Lending, Small Business Lending, Mortgage Lending, New Business Development, Sales, QuickBooks, Learning Quickly, Loans, Banking, Credit, Microsoft Excel, Outlook, PowerPoint, Finance, Leadership, Management, Microsoft Office, Microsoft Word
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
Master's degree, Accounting and Finance
UNIVERSIDAD METROPOLITANA DE PUERTO RICO 2006 — 2013
Master of Business Administration (MBA), MARKETING/GLOBAL BUSINESS
Wells Fargo May 2015 - Present
South-Tek Systems September 2014 - May 2015
University of North Carolina Wilmington Recreation Center August 2014 - May 2015
American Family Spine and Health May 2009 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, English, Windows, Event Planning, Time Management, Twitter, Facebook, Customer Service
Education
University of North Carolina at Wilmington 2011 — 2015
Bachelor’s Degree, Business Administration/Finance
KEDGE Business School 2014 — 2014
Bachelor's Degree, International Business, French
Wells Fargo February 2013 - Present
Dunkin Donuts June 2011 - January 2013
Kean University November 2010 - May 2011
Skills
Managing Microsoft..., Google Chrome, Internet..., Basic Photoshop, Google docs, calendar,..., Social Networking..., Verbal and Nonverbal..., Gender Inequality in..., Public Speaking, Teamwork, Outstanding time..., Highly Organized &..., Conflict Communication..., Customer Service, Leadership
Education
Kean University 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Sociology and Psychology
Ocean County College 2008 — 2010
Associate of Arts (A.A.), General Stuides
Gilbert Mechanical Contractors May 2014 - Present
Ergodynest. July 2011 - May 2014
Wells Fargo March 2010 - July 2011
Grant Thornton LLP June 2009 - August 2009
Carlson School of Management December 2006 - May 2009
Bachman's Inc. March 2004 - August 2006
Skills
Accounts Payable, Great Plains Software, Billing Process, Sales Tax, Account Reconciliation, EDI, Accounting, Client Billing, Financial Statements, Concur, Expense Reports, Tax, Invoicing
Education
University of Minnesota - Carlson School of Management 2005 — 2009
Bachelor of Science (BS), Accounting
Bordeaux Business School 2007 — 2007
None, Marketing
Wells Fargo July 2013 - Present
Wells Fargo May 2012 - July 2013
Wells Fargo Home Mortgage November 2009 - May 2012
United States Army Reserve, Charlotte, NC January 2000 - October 2009
Wells Fargo 2006 - 2009
Wells Fargo 2003 - 2006
Wells Fargo 2002 - 2003
US Army January 1993 - January 2000
Skills
Six Sigma Certification, Process Improvement, Mortgage Lending, Six Sigma, Visio, Risk Management, Team Leadership, Auditing, Mortgage Servicing, Leadership, Training, Quality Assurance, Loans, Management, Team Building, Credit, Loss Mitigation, Customer Service, Banking, Business Process..., Call Centers, Project Management, Data Analysis, Strategic Planning, Coaching, Cross-functional Team..., Budgets, Microsoft Office, Project Planning, Operations Management, Negotiation, Internal Audit, Underwriting, Policy, Access, Portfolio Management, Analysis, Human Resources, Software Documentation, Mortgage Banking, Microsoft Excel, Business Analysis, Finance, Loan Servicing, Financial Analysis
Education
Keller Graduate School of Management of DeVry University 2009 — 2011
MBA, with focus in Project Management
University of Phoenix 2006 — 2009
Bachelor of Science, Business Management
Wells Fargo November 2009 - August 2010
VALIC January 2008 - November 2009
H.D. Vest Financial Services (subsidiary of Wells Fargo) August 2006 - May 2007
Wells Fargo Advisors January 2005 - March 2006
Venturi Staffing Partners 2003 - 2004
Skills
Retirement Planning, Retirement Income..., Series 66, Wealth Preservation..., Series 7, Series 63, Life & Health Insurance..., Accredited Asset..., 529 Plans, Portfolio Management, Finance, Retirement, Wealth, Asset Management, Banking, Financial Analysis
Education
Keller Graduate School of Management of DeVry University 2011 — 2012
MBA, Accounting & Personal Finance
The University of Alabama 1995 — 2003
BS, Business Management
Bowman & Company, LLP January 2014 - Present
Moss Adams LLP January 2013 - December 2013
Rabobank November 2011 - December 2012
Rabobank May 2011 - December 2012
Wells Fargo June 2009 - October 2011
Nolan Person Golf June 2003 - December 2009
United Parcel Service August 2007 - June 2009
Lockeford Springs Golf Course January 2005 - July 2007
Del Mar Golf Center September 2003 - December 2004
Micke Grove Golf Links 2001 - 2003
Skills
Accounting, Time Management, Auditing, Financial Analysis, GAAP, Banking, Customer Service, Sales, Finance, Financial Accounting, Financial Statements, Leadership, Account Management, Customer Retention, External Audit, US GAAP, Financial Statement..., Internal Controls, Financial Reporting, Cash Management, Accounts Payable, Accounts Receivable, Cash Flow, Microsoft Excel, General Ledger, Account Reconciliation, Tax Preparation, Financial Audits, Income Tax, Tax Returns, Revenue Recognition, Small Business, Fixed Assets, Assurance, Nonprofits, 10 Key, Teamwork, Microsoft Office, Bank Reconciliation, Partnership Taxation, Golf, Tax, Corporate Tax, QuickBooks, CPA, Budgets, Microsoft Word, Sarbanes-Oxley Act, Payroll, Tax Accounting
Education
Keller Graduate School of Management of DeVry University 2011 — 2012
Master's Degree, Accounting and Financial Management
University of Phoenix 2008 — 2010
Bachelor of Science in Business, Finance
San Diego Golf Academy 2003 — 2004
Associates of Applied Business, Golf Complex Operations and Management
Bank of America May 2010 - Present
Wells Fargo 2004 - 2010
Wachovia Securities 2004 - 2009
Genisys Consulting 1998 - 2004
Chicago Board of Trade June 1998 - January 2000
Heller Financial June 1996 - May 1998
Quarles & Brady LLP May 1994 - May 1996
Skills
SDLC, Mergers, SOX, Testing, Outsourcing, Distributed Systems, Waterfall, Agile, Requirements Analysis, Quality Assurance, Integration, Internal Controls, User Acceptance Testing, RUP, Compliance, Due Diligence, Offshoring, Test Planning, Software Development, Requirements Gathering, Test Automation, Restructuring, Business Requirements, Shared Services, Scalability, Test Cases, System Testing, Architecture, Agile Project Management, Iterative, Agile Methodologies, Software Project..., Sarbanes-Oxley Act, Vendor Management, IT Strategy, Data Warehousing, Change Management, IT Management, Leadership, Project Portfolio..., Management, Strategy, PMO, Visio, Project Management, PMP, Business Analysis
Education
Keller Graduate School of Management of DeVry University 2002 — 2006
Masters, Information Systems Management
Marquette University 1992 — 1996
MS, Business Administration, MIS, Human Resources
Wells Fargo July 2014 - Present
Wells Fargo September 2013 - July 2014
Daytona Beach Police Department October 2004 - June 2013
University of Central Florida August 2002 - April 2004
Executive Security Group, Inc. July 2001 - August 2002
Schlotzsky's, Inc. July 2000 - July 2001
BI-LO Winn Dixie Stores January 1997 - June 2000
Skills
Enforcement, Training, Leadership, Police, Government, Criminal Law, Nonprofits, Analysis, Research, Fraud, Time Management, Criminal Justice, Criminal Investigations, Patrol, Crisis Intervention, Community Policing, Interrogation, Project Management, Evidence, Law Enforcement..., Management, Product Marketing, Financial Accounting, Forensic Accounting, Financial Statement..., Computers, Microsoft Office, Teaching, Team Building, Team Leadership, Teamwork, Team Management, Investigative Reporting, Reporting & Analysis, Financial Reporting, Sales, Cashiering, Cash Register, Cash Handling Experience, Cash Receipts, Cash Reporting, Human Trafficking, Homicide Investigations, Interfacing, Skype, Online Research, Internal Audit, Internet Investigations, Presentations, Engaging Public Speaker
Education
Keller Graduate School of Management of DeVry University 2007 — 2010
Master's of Business Administration in Accounting
University of Central Florida 2002 — 2004
Bachelor of Arts Degree, Criminal Justice
2013 Home Preservation SpecialistWells Fargo Home MortgageMarch 2013 - Present
Charlotte Mecklenburg Schools 2010 - 2012
Wells Fargo October 2009 - June 2010
PMAB,LLC November 2007 - July 2008
Healthcare Resource & Associates December 2000 - January 2002
Arch paging August 1998 - September 2000
Cato, Inc. December 1995 - November 1997
Skills
Management, Supervisory Experience, Public Speaking, Instructional Design, Instruction, Data Driven Instruction, Collections
Education
Keller Graduate School of Management of DeVry University 2014 — 2015
Human Resource Management
Winthrop University 2003 — 2007
B.A., English with Concentration in Professional Communications
Bank of America April 2015 - Present
PNC February 2014 - April 2015
NJ Army National Guard February 2009 - February 2015
Wells Fargo December 2010 - February 2014
International English World April 2002 - August 2008
Skills
Loans, Credit, Consumer Lending, Portfolio Management, Commercial Banking, Lines Of Credit, Strategic Financial..., Financial Analysis, Customer Service, Sales, Microsoft Excel, Call Center, Training, Situational Leadership, Relationship Management, Commercial Lending, Employee Relations, Business Strategy, Employee Training, Spanish, Management, Analysis, Negotiation, Leadership, Finance
Education
Kean University 2010 — 2014
Bachelor's degree, International Business
AMMED 2009 — 2010
Healthcare Specialist, Medical care
My house May 2015 - Present
Zurvita July 2013 - Present
John Deere October 2014 - May 2015
Wells Fargo Home Mortgage October 2013 - October 2014
Per Mar Security Services January 2011 - February 2013
The Hon Company/HNI Corp February 2007 - April 2009
Menard's July 2006 - February 2007
Wells Fargo January 1998 - December 2005
Dillards/Von Maur, (2004-2005) January 2004 - August 2005
Arc of January 2005 - April 2005
Skills
Background Checks, Employment Law, Payroll, Benefits Administration, Training, Employee Relations, Employee Benefits, Leadership Development, Coaching, Onboarding, Human Resources, Workers Compensation, Organizational..., Succession Planning, Performance Management, Recruiting, Sales, Interviews, Labor Relations, Policy, Performance Appraisal, FMLA, Personnel Management, Management, Administration, New Hire Orientations, Conflict Resolution, Employee Training, Talent Management, Compensation & Benefit
Education
Keller Graduate School of Management of DeVry University 2013 — 2014
Certificate in Finanical Analysis
Keller Graduate School of Management, Devry University 2002 — 2005
Master
Western Illinois University 1999 — 2002
Bachelor of Arts
Wells Fargo May 2012 - December 2012
Global Compliance August 2011 - November 2011
Davita Clinical Research, Inc. 2007 - 2009
Davita Clinical Research, Inc. 2004 - 2007
Dixie Electric Ltd. 2003 - 2004
Technical Industrial Sales, Inc. 1999 - 2003
MIdwest Dialysis Center, Inc. 1997 - 1999
Skills
Financial Reporting, Trend Analysis, Budgeting, Forecasting, Process Improvement, Financial Analysis, Financial Modeling, Budgets, Accounting, Project Management, Payroll, Leadership, Change Management, Management, Sales, Analysis, Strategic Planning, Customer Service, Finance, Microsoft Excel, Business Analysis
Education
Keller Graduate School of Management of DeVry University 1996 — 1998
MBA, Business Administration
Minnesota State University, Moorhead 1986 — 1992
B.S., Health Education
AQS November 2007 - Present
WELLS FARGO April 2012 - January 2013
AMCA Machinery Inc May 2004 - August 2007
Skills
HR Department Setup, Staff Recruitment&..., HIRS Technologies, Employment Law, FMLA, Performance Management, HR Policies, Project Management, Coaching, Training, Negotiation, Goal Oriented, Great Motivator, Time Management
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General, 3.4
University of Phoenix 2006 — 2008
Bachelor's of Science, Business, Management, Marketing, and Related Support Services, 3.6
York Technical College 1999 — 2004
Associate's degree, Office Systems Technology, 3.23
GuideStone Financial Resources July 2013 - Present
JPMorganChase September 2008 - June 2013
Wells Fargo Bank August 2004 - September 2008
Wells Fargo Corporate Trust October 2006 - March 2008
Wells Fargo March 2003 - July 2004
.. 1998 - 2001
Skills
Team Building, Sales, Training, Analysis, Financial Analysis, Fixed Income, Management, Microsoft Excel, Investments, Leadership, Technical Writing, Financial Modeling, Business Operations, CRM, Asset Management, Structured Products, MBS, CDO, Equity Research Analysis, Fixed Income Analysis, Team Leadership, Operational Efficiency, Portfolio Management, Equities, Securities, Mutual Funds, Teamwork, Financial Services, Enthusiasm to learn, Hands-on Training, Critical Thinking, Analytics, Bloomberg
Education
Keller Graduate School of Management of DeVry University 2003 — 2006
Masters Business Administration, Finance
University of Virginia 1995 — 1999
Bachelor of Arts (B.A.), American Government and Politics (United States)
Kenwood 1991 — 1995
Bloomberg and Zephyr Certified
CFA Institue
Wall Street Prep
Wells Fargo December 2012 - Present
apiary investment fund 2014 - 2014
apiary investment fund 2014 - 2014
apiary investment fund 2014 - 2014
apiary investment fund 2014 - 2014
GM Financial/AmeriCredit October 2010 - October 2012
Lexington county sheriff office May 2005 - December 2006
US military June 2000 - June 2004
Skills
Microsoft Office, Series 63, Financial Analysis, Asset Management, Reconciliation, Banking, Excel, Customer Service, Conflict Management, Key Account Management, Six Sigma, Credit, Call Centers, Loans, Underwriting, Risk Management, Accounting
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Master of Business Administration (M.B.A.), Project Management
Liberty University 2008 — 2010
Bachelors of Science, Finance
Midlands Technical College 2006 — 2008
Associate's degree
mullins high school
mullins high school
mullins high school
Vanguard April 2015 - Present
Vanguard June 2010 - Present
Vanguard October 2008 - Present
Wells Fargo July 2005 - August 2008
Skills
Series 7, Mutual Funds, Customer Service, Microsoft Office, Microsoft Excel, Leadership, Project Management, Financial Analysis, Investments, Strategic Planning, PowerPoint, Microsoft Word, Series 63, Financial Services, Finance, Securities, Equities, Process Improvement, Relationship Management, Bloomberg, Risk Management, Banking, Management
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
Master of Business Administration (M.B.A.), Project Management
Lincoln University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Partners Federal Credit Union November 2012 - Present
SunTrust Bank January 2012 - September 2012
TD June 2011 - January 2012
Wells Fargo October 2009 - March 2011
Starbucks May 2006 - October 2009
Skills
Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Banking, Finance, Loans, Consumer Lending, Call Centers, Management, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Data Analysis, Accounting, Project Management, Retail Banking, Development & delivery..., HTML, Negotiation, Access, Risk Management
Education
Keller Graduate School of Management of DeVry University 2015 — 2017
Master of Information Systems, Management Information Systems, General
Brevard College 2007 — 2009
Bachelor of Science (BS), Business Administration and Management, General
University of Central Florida 2004 — 2007
Associate's degree, General Studies
Ipreo June 2014 - Present
UNC Wilmington August 2011 - May 2014
Wells Fargo June 2013 - August 2013
UNC Wilmington August 2012 - November 2012
UNC Wilmington January 2012 - July 2012
Northwest Federal Credit Union June 2011 - August 2011
Skills
Leadership, Customer Service, Finance, Time Management, Training, Cold Calling, Teamwork, Meet Deadlines, Management, Facebook, Sales, Human Resources, Social Media
Education
University of North Carolina at Wilmington 2010 — 2014
Bachelor of Science, Business Administration, Concentrations: Marketing & Finance, Minor: Leadership Theories
Ecole de Management de Marseille / Euromed Marseille 2013 — 2013
Study Abroad Exchange- Spring 2013 Marseille, France, International Finance
Aon Hewitt May 2014 - Present
JPMorgan Chase May 2012 - May 2014
Wells Fargo January 2012 - May 2012
Vonage May 2011 - January 2012
Bank of America February 2005 - October 2007
Skills
Series 7, Series 63, Banking, Finance, Investments, Customer Service, Financial Services, Securities, Sales, Equities, Series 6, Small Business Lending, Property, Insurance, Mutual Funds, Investment Banking, Loans, Leadership, Microsoft Excel, Outlook, Teamwork, Microsoft Office, Public Speaking, Microsoft Word, Research, Financial Analysis
Education
Keller Graduate School of Management of DeVry University 2012 — 2017
Master's degree, Business Administration and Management, General
University of California, San Diego 2008 — 2011
Bachelor of Science (BS), Economics
Penske Automotive Group December 2013 - Present
RE/MAX January 2013 - November 2013
Wells Fargo February 2012 - December 2012
Bank of America September 2009 - April 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Spanish, Microsoft CRM, Leadership, Teamwork, Time Management, Team Building
Education
Kean University 2005 — 2010
Bachelor's degree, History
Wells Fargo December 2012 - Present
Wells Fargo October 2007 - December 2012
Wachovia Bank April 2005 - October 2007
Wachovia Bank April 2001 - April 2005
First Union National Bank August 1998 - April 2001
Skills
Financial Modeling, Leadership, Customer Service, Banking, Call Centers, Microsoft Office, Financial Analysis, Business Analysis, Process Improvement, Equities
Education
Keller Graduate School of Management of DeVry University
Master of Business Administration (M.B.A.), Business Administration and Management, General
River City Bank December 2014 - Present
Wells Fargo July 2013 - Present
Wells Fargo June 2008 - June 2013
Skills
Treasury Management, Credit Analysis, Finance, Cash Management, Budgets, Microsoft Excel, Credit, Financial Risk, Commercial Lending, Portfolio Management, Financial Analysis, Underwriting, Loans, Commercial Banking
Education
Keller Graduate School of Management of DeVry University 2006 — 2008
MBA, Finance
University of Phoenix 2002 — 2004
BS, Business Administration
Wells Fargo Home Mortgage January 2013 - Present
Wells Fargo May 2012 - January 2013
Advanced Battery Technologies, Inc. June 2010 - May 2011
Volvo Financial Services 2002 - 2009
Skills
Credit, Credit Analysis, Financial Analysis, Credit Risk, Portfolio Management, Risk Management, New Business Development, Financial Reporting, PowerPoint, Negotiation, Accounting, Account Reconciliation, Access, Commercial Lending, Customer Service, Sales Management, Account Management, Process Improvement, Budgets, Finance, Loans, Underwriting, Sales, Forecasting, Microsoft Excel
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
Master of Business Administration (MBA), Finance, General
North Carolina Agricultural and Technical State University 1996 — 2001
Bachelor of Science, Accounting
The Oakleaf Group March 2015 - Present
E*TRADE Financial Corporation July 2014 - February 2015
The Oakleaf Group October 2012 - September 2013
Bank of America August 2012 - November 2012
PHH Mortgage October 2011 - August 2012
Capital One November 2010 - October 2011
Freddie Mac January 2010 - October 2010
Wells Fargo June 2009 - December 2009
MVM, Inc. January 2009 - June 2009
Wachovia Bank August 2003 - December 2008
Skills
Credit, Mortgage Lending, Loans, Loan Origination, Finance, Residential Mortgages, Credit Analysis, Underwriting, Mortgage Underwriting, Financial Risk, Credit Risk, Portfolio Management, Loss Mitigation, Leadership, Banking, Loan Servicing, Financial Services, Mortgage Banking, Refinance, Due Diligence, Funding, Process Improvement, FHA, Real Estate, Accounting, Consumer Lending, Risk Management, Mortgage Servicing, Financial Analysis, Auditing, Insurance, FHA financing, USDA, Reverse Mortgages, Commercial Lending, Analysis, Investments, VA Loans, Automated Underwriting..., Manual Underwriting
Education
Keller Graduate School of Management of DeVry University 2011 — 2014
Master of Business Administration (M.B.A.), Finance
First Data Corporation March 2015 - Present
imortgage July 2014 - January 2015
Wells Fargo July 2006 - August 2014
Towne Park June 2004 - July 2005
Fidelity National Information Services (Sanchez Computer Assc.) 2000 - 2004
Skills
Risk Management, Budgets, Management, Banking, Mortgage Lending, Forecasting, Referrals, Performance Management, Team Building, Financial Analysis, Credit, Loans, Customer Service, Finance, Investment Properties, Loan Origination, Sales
Education
Keene State College 1995 — 1999
Bachelors, Business Managemtent
Keene State College
Bachelor of Science, Business Management
Wells Fargo November 2013 - Present
Wells Fargo May 2012 - November 2013
Wells Fargo Home Mortgage January 2011 - May 2012
MGIC November 2007 - February 2011
Washington Mutual Bank June 2001 - May 2007
Fleet Mortgage 1993 - 2001
Fleet Mortgage 1987 - 1993
Skills
Loss Mitigation, Servicing, Mortgage, Compliance, Call Center, Team Building, Mortgage Banking, Budgeting, Insurance, Risk Management, Mortgage Servicing, Mentoring, Manage Client..., Strengthening Client..., Mortgage Lending, Relationship Management, Strategic Planning, Commercial Lending, Leadership, USDA, Underwriting, Financial Services, Customer Satisfaction, Team Leadership, Financial Risk, Credit Risk, Project Management, Executive Management, Portfolio Management, Management, Asset Management, Process Improvement, Credit, Budgets, Banking, Call Centers, Customer Retention, Consumer Lending, Default, Loan Servicing, Loan Modifications, Business Analysis, Start-ups, Residential Mortgages, Operations Management, Customer Service, Financial Analysis, Business Process..., Vendor Management, Loan Origination
Education
Keller Graduate School of Management
MBA
Marquette University
Bachelor of Science
Cinco Mexican Restaurant November 2013 - Present
Wells Fargo December 2012 - July 2014
ADT Security Services September 2011 - September 2012
TGI Fridays November 2006 - September 2012
Skills
Customer Service, Customer Satisfaction, Sales Management, Salesforce.com, Hospitality, Hospitality Management, Problem Solving, Time Management, Microsoft Office, Mobile Applications, Computer Proficiency, Sales, Sales Process, Direct Sales, B2B
Education
Keiser University-Ft Lauderdale 2010 — 2014
Bachelor of Business Administration (B.B.A.), 3.5
Univision Communications Inc. January 2015 - Present
Kean University June 2014 - January 2015
Nina's Salon Corp March 2014 - January 2015
Bank of America September 2012 - March 2014
Kean University October 2009 - July 2012
Wells Fargo July 2010 - April 2012
Skills
Translation-English to..., Translation-Spanish to..., Creative Writing, Creative Problem Solving, Creative Strategy, Public Speaking, Public Relations, Strategic Public..., Marketing Communications, Social Media..., Social Media Blogging, Management, Marketing, Communication, Spanish, Nonprofits
Education
Kean University 2010 — 2014
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Wells Fargo September 2014 - Present
Wells Fargo Bank September 2010 - December 2013
Wachovia, A Wells Fargo Company September 2007 - August 2010
Wachovia, A Wells Fargo Company August 2006 - August 2007
Skills
Coaching, Customer Service, Retail, Consumer Lending, Loans, Credit, Budgeting, Banking, Small Business Lending, Loan Origination, Cross Selling, Retail Banking, Customer Relations, Budgets, Management, Sales, Leadership, Financial Literacy..., Financial Services
Education
Southern New Hampshire University 2012 — 2014
Master of Business Administration (M.B.A.), Forensic Accounting
Kean University 2001 — 2009
Bachelor of Science (B.S.), Business Management Science
Vernon Township High School 1997 — 2001
High School Diploma
Ameris Bank May 2015 - Present
LIDS Sports Group July 2014 - May 2015
The Home Depot November 2013 - June 2014
Wells fargo March 2012 - January 2013
Crocs Inc November 2009 - March 2012
The Home Depot June 2006 - January 2009
Skills
Banking, Cross Selling, Cash Management, Deposits, Financial Services, Credit Cards, Customer Service, Payments, Retail Banking, Commercial Banking, Credit, Call Centers, Customer Experience, Branch Banking, Cash, Customer Retention, Cashiering, Cash Handling Experience, Inventory, Cash Register, Loss Prevention, Retail Sales, Telephone Skills, Inventory Control, Store Operations, Data Entry, POS, Order Fulfillment, Store Management, Schedules, Time Management, Retail, Visual Merchandising, Sales, Inventory Management, Teamwork, Merchandising, Highly detail oriented, Shrinkage, Team-oriented, Close Attention to..., Profit, Planograms, Driving Results, Hiring, Associate Development, Product Knowledge, Big Box, Clerical Skills, People Skills
Education
Keiser University-Ft Lauderdale 2015 — 2018
Bachelor's degree, Psychology
Billerica Memorial High School 2000 — 2004
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Hillsborough Community College
Liberal Arts and Sciences/Liberal Studies
Wells Fargo March 2014 - Present
Wells Fargo July 2013 - February 2014
Wells Fargo March 2011 - July 2013
Wells Fargo January 2011 - March 2011
Wells Fargo November 2009 - January 2011
Wells Fargo July 2008 - November 2009
Skills
Mortgage Lending, Small Business Lending, Sales, Banking, Credit Analysis, Consumer Lending, Cross Selling, Credit, Commercial Lending, Retail Banking, Loans, Mortgage Banking, Customer Service, Loan Origination, Relationship Management, Recruiting, Coaching, Team Building, Insurance, Microsoft Office, Public Speaking, Financial Services, Cash Management
Education
Kean University 2004 — 2008
English
OneBlood June 2015 - Present
Gulf Coast Latin Chamber of Commerce January 2015 - Present
Grow Financial Federal Credit Union February 2013 - June 2015
Gulf Coast Latin Chamber of Commerce January 2014 - December 2014
Wells Fargo December 2010 - December 2012
SunTrust April 2007 - December 2012
Skills
Banking, Credit, Customer Service, Retail Banking, Sales, Credit Analysis, Finance, Mortgage Lending, Consumer Lending, Commercial Banking, Loan Origination, Team Building, Leadership, Marketing, Management, Loans, Public Speaking, Coaching
Education
Keiser University-Ft Lauderdale 2011 — 2017
Bachelor of Business Administration (B.B.A.), Marketing
ITT Technical Institute January 2012 - Present
Wells Fargo January 2011 - January 2012
Georgia Natural Gas June 2009 - January 2011
Georgia Department of Labor May 2006 - August 2008
Skills
Admissions, Teaching, Student Affairs, Public Speaking, Adult Education, Finance, Banking, Leadership, Business, Recruiting, Higher Education, Research, Management, Marketing, Customer Satisfaction
Education
Keller Graduate School of Management of DeVry University 2009 — 2011
Master of Business Administration (M.B.A.), Marketing, Alumni
Paine College 2005 — 2009
Bachelor of Arts (B.A.), History, Alumni
Washington Wilkes Comprehensive High School 2001 — 2005
High School Diploma
Parabolic Asset Management July 2014 - Present
Sun Valley Investment Professionals September 2003 - December 2013
Wells Fargo April 1999 - August 2003
Bank of America January 1999 - April 1999
Education
University of Washington 1993 — 1997
Bachelor of Arts (B.A.), Economics
Keio University 1996 — 1997
Foreign Exchange Program, Japanese Studies
Wells Fargo May 2009 - Present
Wells Fargo January 2002 - May 2009
Wells Fargo August 1998 - January 2002
Skills
Fundraising, Finance, Customer Satisfaction, Research, Analytics, Customer Service, Leadership, Risk Management, Financial Analysis, Data Analysis, Microsoft Office, Banking, Budgets, Strategic Planning, Management, Community Engagement, Microsoft Excel, Time Management, Financial Services, Public Speaking, Project Management, Portfolio Management, Financial Modeling, Team Building, Access, Analysis, Process Improvement, Credit, Project Planning, Team Leadership, Business Strategy, Strategy, Forecasting, Insurance, Program Management, Community Outreach, Online Social Networking
Education
Monmouth University 1987 — 1991
MASTERS, BUSINESS ADMINISTRATION
Kean University 1980 — 1984
BACHELORS OF SCIENCE, ACCOUNTING
Florentino J Gonzales, CPA, PC December 2013 - April 2015
Wells Fargo November 2012 - October 2013
Bank of America May 2009 - November 2012
Southwestern Business Financing Corporation September 2008 - May 2009
Indymac Bank 2006 - 2008
Skills
Cash Flow, Auditing, Financial Analysis, Risk Analysis, Credit Risk, Microsoft Excel, Tax Returns, Fraud Detection, Credit Reports, Mortgage Underwriting, Creative Problem Solving, Outstanding time..., Timely Decision Making, Critical Thinking, Standards Compliance, Regulatory Requirements, Multi Tasking, 10 Key, Operating Budgets, Leadership Development, Red Flags, Mortgage Banking, Loss Mitigation, Bank Statements, P&L Analysis, Quality Assurance, Personal Budgeting, Expense Coding, Financial Statements, Payroll Taxes, Time Management, Banking, Credit, Team Building
Education
Keller Graduate School of Management of DeVry University 2011 — 2014
MAFM, Accounting, 3.71
University of Phoenix 2007 — 2011
BS, Accounting, 3.97
Deloitte March 2015 - Present
Wells Fargo Securities June 2014 - September 2014
EY March 2013 - June 2014
Wells Fargo March 2012 - March 2013
20th Century Fox Television October 2011 - January 2012
Wachovia, A Wells Fargo Company June 2011 - October 2011
Con Edison March 2006 - May 2011
North Fork Bank June 2005 - March 2006
MTV Networks October 2004 - April 2005
New York State Attorney Generals Office January 2004 - October 2004
Skills
Business Process, Software Documentation, Finance, Business Analysis, Visio, SDLC, Risk Management, Requirements Gathering, Oracle, Data Warehousing, Access, Analysis, Management, Project Management, Strategy, SharePoint, SQL, Databases, Business Requirements, PL/SQL, Sarbanes-Oxley Act, Testing, Quality Assurance
Education
Keller Graduate School of Management of DeVry University
Master of Business Administration (M.B.A.), Project Management, 3.56
North Carolina Central University 1998 — 2001
BA, Business Administration, Computer Information Systems
Wells Fargo July 2014 - Present
Wells Fargo July 2012 - July 2014
Wells Fargo November 2010 - July 2012
Get In Shape Boot Camp May 2010 - November 2010
Regus August 2008 - February 2010
Enterprise Rent-A-Car January 2003 - August 2008
Skills
Series 6, Insurance License, Series 63, Insurance, Customer Service, Management, Sales, Account Management, Team Building, Leadership, Training, Business Development, Sales Management, Marketing, Strategic Planning, Budgets, Coaching, Operations Management, Strategy
Education
University of New Orleans 1998 — 2002
Bachelor of Science, Business Management
McDonogh 35 Senior High 1994 — 1998
Diploma, Diploma
Keller Graduate School of Management of DeVry University
Masters, Project Management
Wells Fargo March 2015 - Present
GE January 2014 - March 2015
CompuCom June 2003 - March 2015
GE Healthcare June 1999 - December 2013
Keane Inc June 1999 - June 2003
Batteries Plus Bulbs February 1997 - June 1999
Skills
Identity Management, Directory Services, LDAP, Virtual Directory, MIIS, ILM, Active Directory, Microsoft Technologies, System Deployment, Information Security..., Integration
Education
Keller Graduate School of Management of DeVry University 2001 — 2003
Master of IS Management, Distributed Systems Management
University of Wisconsin-Milwaukee 1992 — 1997
Bachelor of Business Administration (BBA), Management Information Systems and Services
Wells Fargo
Skills
Customer Service, Banking, Microsoft Office, Loans, Credit, Outlook, Microsoft Word, Microsoft Excel, Team Building, Sales, Time Management, Retail Banking, Commercial Banking, Risk Management, Financial Analysis, Finance, Consumer Lending, Call Centers, Financial Services, Cash Management, Inventory Management, Credit Analysis
Education
Keiser University-Ft Lauderdale
Bachelor of Business Administration (BBA), International Business
Husqvarna May 2014 - Present
Wells Fargo November 2013 - April 2014
Ingersoll Rand January 2012 - October 2013
Ingersoll Rand February 2010 - 2012
Ingersoll Rand 2008 - 2010
Novartis Pharmaceuticals 2006 - 2008
Novartis 2002 - 2006
Skills
Global HR, Workforce Planning, Compensation, Talent Development, HR Strategy, Employee Engagement, Succession Planning, Organizational..., Organizational..., Process Improvement, Total Rewards, Strategic HR, Organizational Design
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2005
Masters, Human Resource Management
Kean University 1999 — 2002
Bachelors, Political Science
BML-Blackbird Theatrical Services April 2014 - Present
Wells Fargo March 2012 - April 2014
CocoaFab February 2013 - August 2013
Famous Footwear July 2009 - February 2013
Skills
Creative Writing, Communication, Self-starter, Sales, Management, Social Media, Blogging, Hardwork, Typing, Final Cut Pro, Mac, Microsoft Office, Microsoft Excel, Microsoft Word, SVT, Quick Study, Quick Thinker, Learning Quickly, Enthusiasm to learn, New Media, Presentations, Facebook, Video Production, Entertainment, Customer Service, Video, Live Events, Corporate Events, Production Management, PowerPoint, Public Speaking, Event Planning, Time Management, Event Management, Social Networking, Marketing
Education
Kean University 2007 — 2011
Bachelor's degree, Communication and Media Studies
Old Bridge High School 2003 — 2007
General Studies
Wells Fargo February 2010 - Present
Citizens First National Bank January 2005 - September 2009
Skills
Loans, Commercial Banking, Banking, Loss Mitigation, Debt, Financial Structuring, Credit, Commercial Lending, Small Business Lending, Credit Analysis, Underwriting, SBA, Financial Analysis, Portfolio Management, Credit Risk, Cash Management, Finance, Real Estate, Financial Risk, Retail Banking, Commercial Mortgages, Risk Management, Construction Loans, Financial Services, SBA 504, Cross Selling, Mortgage Banking, Treasury Management, Lines Of Credit, Commercial Real Estate, Relationship Management, Asset Based Lending, Cash Flow, Real Estate Financing, Business Relationship..., Cash Flow Lending, Non-profits, Building Relationships, Mergers & Acquisitions, Loan Origination, Corporate Finance, Business Development, Insurance, Asset Management, Consumer Lending
Education
DeVry University's Keller Graduate School of Management-Arizona 2012 — 2016
Master's of Accountancy, Accounting
Devry University 2007 — 2011
Bachelors in Accountancy, Accounting
Wells Fargo October 2011 - Present
Pitney Bowes/Kraft Foods November 2010 - September 2011
USAA March 2007 - August 2010
AT&T Cingular Wireless November 2005 - March 2007
US Air Force May 2000 - July 2005
Skills
Microsoft Office, Excel, Access, Accounts Payable, Accounts Receivable, Linux, PeopleSoft, Kronos, SAP, Oracle, PowerPoint, Time Tracker, Mac OS X, Word, Dictaphone, Ten Key, SharePoint, Labor Relations, Metrics, Benefits Administration, Payroll Administration, Recruiting, New Hire Training, Human Resources, Payroll, Microsoft Excel, Microsoft Word, Outlook, New Hire Orientations, Customer Service, Leadership, Training
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Master of Human Resource Management, Human Resources, 3.36
Wayland Baptist University 2008 — 2010
Bachelor of Science (BS), Business Administration, 3.0
Wells Fargo Home Mortgage September 2012 - Present
Wells Fargo May 2011 - September 2012
Wells Fargo June 2010 - May 2011
Wells Fargo November 2009 - June 2010
Wells Fargo December 2008 - November 2009
Skills
Mortgage Lending, Business Development, Credit Analysis, Sales Management, New Business Development, Process Management, Cold Calling, Documentation Practices, Loan Closings, Managing Workflow, Finance, Mortgage Banking
Education
Keller Graduate School of Management of DeVry University 2009 — 2011
Master of Business Administration (M.B.A.)
Keller Graduate School of Management of DeVry University 2009 — 2011
Master's degree/HR
St. Cloud State University 2003 — 2008
Bachelor of Business Administration (B.B.A.)
Bank of America August 2012 - January 2013
Scotch Plains/Fanwood School District January 2012 - June 2012
Wells Fargo October 2011 - January 2012
Skills
Notary Loan Signing..., 15 yrs. of knowledge in...
Education
Kean University 1984 — 1989
Bloomberg LP January 2015 - June 2015
Small Chick Big Deals May 2014 - January 2015
Derek Warburton December 2013 - February 2014
Wells Fargo April 2007 - September 2012
Arden B August 2009 - February 2010
Shop Rite May 2004 - March 2007
Skills
Portuguese, Teamwork, Research, Event Planning, Time Management, Customer Satisfaction, Customer Service, Microsoft Office, PowerPoint, 10 Key, Data Entry, Cash Management, Spanish, Highly responsible, Sales, Facebook, Social Media, Social Networking, Microsoft Word, Microsoft Excel
Education
Kean University 2012 — 2014
Bachelor's Communications, Public Relations, 3.7 GPA
Middlesex County College 2006 — 2011
Associates Degree, Business Administration
Lash Group September 2014 - Present
Project Manager (TrueBridge Resource Consultant) June 2014 - July 2014
Wells Fargo October 2013 - March 2014
Awarepoint May 2013 - August 2013
BJC HealthCare April 2011 - October 2012
Express Scripts December 2007 - April 2011
Express Scripts May 2006 - December 2007
Christrian NE Hospital August 2002 - August 2005
Skills
Management Consulting, Talent Management, Recruiting, SDLC, Human Resources, Talent Acquisition, Applicant Tracking..., Change Management, Project Management, Business Planning, Business Strategy, Health Education, Professional..., Marketing, Training, Leadership, Cross-functional Team..., Team Building, Strategy, Policy, Interviews, Vendor Management
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Master of Project Management, Project Management, 3.8
Webster University 2006 — 2008
Master of Health Administration, Health/Health Care Administration/Management, 3.7
University of Missouri-Saint Louis 2002 — 2005
Liberal Arts, Sociology and Psychology, 3.5
Becker Professional Education January 2012 - Present
Becker Professional Education November 2009 - February 2012
Rollins, Inc. October 2008 - October 2009
Micros Systems February 2007 - October 2008
Wells Fargo September 2006 - April 2007
Skills
Training, Management, Program Management, Marketing, Cross-functional Team..., Sales, Process Improvement, Account Management, Project Management, Public Relations, Team Building, Marketing Strategy, Sales Operations, Public Speaking, Budgets, Operations Management, Virtual Teams, Adobe Connect, Salesforce.com
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General, A
Salisbury University 2002 — 2005
BS, Business Marketing and Communications
Salisbury University - Perdue School of Business 2002 — 2005
BS, Businees Marketing & Communications
Internal Revenue Service Bus BankerJPMorgan Chase2007 - 2009
Wells Fargo 2003 - 2004
Skills
Payroll Taxes, Debt Restructuring, Business Valuation, W2
Education
New York University 2005 — 2006
Diploma in Credit Analysis, Finance
Rutgers, The State University of New Jersey-Newark 1997 — 1999
MBA, Finance
Kean University 1992 — 1997
B.S., Accounting
Bank of America September 2013 - Present
University of Phoenix 2002 - Present
Sherpa March 2012 - September 2013
The DARTON GROUP October 2011 - March 2012
Wells Fargo 2005 - October 2011
Wachovia Bank September 2005 - December 2010
Watermark Learning February 2008 - November 2010
Skills
Six Sigma, DMAIC, ISO 9000, Webmaster, Agile Project Management, PMP, Training, Process Improvement, Coaching, Program Management, Strategic Planning, Business Process..., Management, Project Management, Business Analysis, Risk Management, SDLC, Vendor Management, PMO, Leadership
Education
Capella 2015 — 2019
PhD, Org Mgmt - Project Management
Keller Graduate School of Management of DeVry University 1994 — 2000
MBA, MBA with IT Concentration
Marquette University 1994 — 1995
Webmaster, Webmaster Certification
University of Wisconsin-Milwaukee 1986 — 1990
BA, English
Orchid Medical August 2014 - April 2015
Wells Fargo October 2013 - July 2014
Best Buy June 2011 - November 2013
Mix1 Beverage Company September 2010 - June 2011
Source2 /GE Money February 2011 - April 2011
GameStop November 2006 - December 2010
Calloway Labs May 2008 - July 2008
Skills
Telephone Skills, 10 Key, Microsoft Excel, Retail Sales, Cashiering, Customer Service, Sales, Microsoft Applications, Office 2010, Windows Vista, Store Operations, Time Management, Social Networking, Apple OS, New Hire Training, Planograms, Windows XP Pro, Firefox, Microsoft Windows 98, Inventory, iOS, Windows 8, Office 2013, Mac OS, Microsoft Word, PowerPoint, Windows 10, Microsoft Office, Leadership, Public Speaking, Training
Education
University of Central Florida
Bachelor’s Degree, Health/Health Care Administration/Management
Keiser University-Ft Lauderdale
Associate’s Degree, Medical/Clinical Assistant, 3.0
Valencia Community College
Associate of Arts (A.A.), General Studies
BMO Financial Group July 2011 - Present
The Church of Jesus Christ of Latter-Day Saints, West Allis Ward February 2010 - Present
Marshall & Ilsley (M&I) Corporation November 2009 - July 2011
Wells Fargo February 2001 - November 2009
The Church of Jesus Christ of Latter-Day Saints, Cactus View Ward January 2000 - February 2002
FINOVA Capital Corporation March 1997 - February 2001
First National Bank of Chicago (JP Morgan Chase) August 1992 - March 1997
AT&T Bell Laboratories-Lucent Technologies (Alcatel-Lucent) April 1991 - January 1994
Argonne National Laboratory January 1991 - June 1991
Skills
Internal Audit, IT Audit, Data Analysis, CAATs, Business Intelligence, Auditing, Governance, Project Management, Risk Management, Information Security..., COBIT, Internal Controls, Security, Access Lists, Mentoring, CISA, CRISC, ITIL, Integrated Auditing, Audit Management, Model Validation, Control Modeling, ACL, SAS, SQL, UNIX System V, IT Governance, IT Management, IT Strategy, IT Architecture, Access Control, Handyman Services, Organ, Piano, Motorcycle, Backpacking, Motorboating, Software Documentation, SAS70, Banking, Team Leadership, Architectures, Enterprise Risk..., Risk Assessment, Process Improvement, Analysis, Financial Risk, Disaster Recovery
Education
Keller Graduate School of Management of DeVry University 1996 — 2001
MBA, Project Management, Information Technology
Adams State University 1986 — 1991
Bachelor of Science, Mathematics, Computer Science
Grand Junction High School 1982 — 1984
H.S. Diploma, Mathematics, Speech, Journalism
Columbine High School 1980 — 1982
High School Certificate, Mathematics, Public Communications
Wells Fargo July 1998 - Present
SEI Investments, Oaks, PA April 1996 - June 1998
JPMorgan Chase & Co (previously: Banc One Investment Advisors), Milwaukee WI February 1993 - March 1996
JPMorgan Chase & Co (previously: Banc One Wisconsin Trust Company), Waukesha WI September 1991 - January 1993
JPMorgan Chase & Co (previously: BANC ONE, WISCONSIN CORPORATION), Milwaukee, WI June 1987 - August 1991
Skills
Agile Methodologies, Agile Application..., CRM, Project Management, Management, SDLC, Portfolio Management, Banking, Integration, PMO, Program Management, Software Project..., Analysis, Training, Project Planning, Financial Services, Visio, Test Planning, Databases
Education
Cannon Financial Institute 2002 — 2004
Keller Graduate School of Management of DeVry University 1990 — 1994
MBA
Milwaukee School of Engineering 1983 — 1987
B.S.
PC Skills
PMI: PMP Certified, 2006
Union Bank May 2012 - January 2014
Wells Fargo April 2010 - January 2011
Prescription Solutions December 2009 - April 2010
P2 Concepts December 2007 - January 2009
ACC Capital Holdings November 2006 - May 2007
Fremont Investment and Loan September 2005 - September 2006
Southern California Edison May 2004 - September 2005
AT&T Mobility December 1999 - May 2004
Skills
Project Management, SDLC, Vendor Management..., Business Strategy, Process Improvement, Change Management, Experienced Business..., Requirements Gathering, Visio, SharePoint, Project Portfolio..., PMO, PMP, Business Process, Management, Leadership, Program Management, Consulting, Business Analysis, Team Building, Information Technology, Business Process..., CRM, Integration, Project Planning, Requirements Analysis, Customer Service, Business Intelligence, Cross-functional Team..., Strategic Planning, Software Project..., Business Process Mapping
Education
Keller Graduate School of Management 2005 — 2009
Masters
Wells Fargo May 2012 - Present
Bank of America May 2011 - June 2012
Bank of America September 2010 - January 2012
Bank of America July 2009 - September 2010
Bank of America February 2009 - July 2009
Bank of America February 2008 - February 2009
Bank of America June 2006 - February 2008
Wachovia Bank 2005 - 2006
Wachovia 2000 - 2006
Wachovia Bank 2001 - 2005
Education
Keller Graduate School of Management
MBA
South Carolina State University
B.S., Business Management
Wells Fargo
Education
Keller Graduate School of Management of DeVry University 2001 — 2004
Master of Business Administration (MBA), Human Resources Management and Services
DeVry 1998 — 2001
Bachelor of Business Administration (BBA)
control solutions int Accounts PayableAltran Shared ServicesJuly 2006 - Present
ALTRAN Control Solutions 2006 - Present
Altran Corporation 2006 - Present
wells fargo 2005 - 2007
mortgage partners 2005 - 2007
mortgage partners 2005 - 2007
Education
Keene State College 1998 — 2002
VeriFone May 2007 - July 2014
EDFUND 2005 - 2007
Wells Fargo 2000 - 2005
Skills
Financial Analysis, Financial Reporting, Forecasting, Accounting, Financial Modeling, Dashboard Reporting, Essbase Planning, Hyperion Planning, Business Intelligence, Business Objects, Oracle E-Business Suite, Visual Basic, Advanced Microsoft Excel
Education
The University of Connecticut 1987 — 1989
Finance, General
Keene State College 1984 — 1986
Accounting and Finance
Caliber Home Loans February 2014 - Present
Sun National Bank March 2012 - March 2014
MetLife Home Loans August 2009 - February 2012
Wells Fargo 2003 - 2008
Education
Kean University
University of Miami September 2010 - Present
Silver Hill Financial, LLC (A Division of Bayview Financial L.P.) October 2004 - April 2008
Wells Fargo September 2003 - November 2004
Nationwide Home Mortgage January 2002 - September 2003
Skills
PowerPoint, Customer Service, Microsoft Excel, Strategic Planning, Leadership, Management, Process Improvement, Training, Event Planning, Nursing, Access, Clinical Research, Analysis, Negotiation, Healthcare, BLS, Healthcare Management, Patient Safety
Education
Keiser University-Ft Lauderdale
Wells Fargo January 2013 - Present
Coventry Health Care October 2012 - January 2013
EDMC March 2011 - September 2012
Wells Fargo November 2009 - March 2011
AT&T July 2004 - November 2009
AT&T Communications October 1992 - November 2009
AT&T February 2001 - June 2004
AT&T May 1996 - January 2001
Skills
PMO, SDLC, Process Improvement, Vendor Management, PMP, Change Management, Agile Methodologies, Integration, Cross-functional Team..., Project Management, Risk Management, Visio, Sarbanes-Oxley, Business Process Mapping, Team Leadership, Strategic Policy..., SharePoint, MS Project, Release Management, Waterfall
Education
Keller Graduate School of Management of DeVry University 2007 — 2008
Masters, Project Management
University of Missouri-Saint Louis 1990 — 1992
University of PhoenixArizona
Bachelor of Science Degree, Marketing 2006
Wells Fargo March 2013 - Present
Wells Fargo November 2007 - Present
Wachovia Bank November 2005 - November 2007
Wachovia Bank April 2001 - November 2005
Skills
Account Reconciliation, Accounts Payable, Auditing, General Ledger, Banking, Risk Management, Finance, Analysis, Budgets, Leadership, Credit, Management, CRM, Invoicing, Microsoft Excel, Mergers & Acquisitions, Customer Service, Insurance, Sales, Fixed Assets
Education
Kean University 2005 — 2006
Masters, Accounting
Kean University 2001 — 2005
BS/MS, Accounting
PNC Mortgage March 2012 - Present
Wells Fargo March 2011 - March 2012
Allstate Appraisal November 2009 - March 2011
Wachovia Mortgage April 2004 - February 2010
Wachovia 2004 - 2008
JMS Appraisal Group January 2002 - April 2004
Maple Chase / Invensys June 2000 - July 2001
First Alert August 1996 - December 1999
Skills
Appraisals, Residential Homes, Cross-functional Team..., Leadership, Single Family Homes, Real Estate, Valuation, Product Development
Education
Keller Graduate School of Management of DeVry University 1990 — 1993
Master's, Business Administration
University of Illinois at Chicago 1982 — 1986
Bachelor of Science, Electrical Engineering
Credit One Bank July 2013 - Present
Wells Fargo June 2007 - June 2013
Wells Fargo Financial June 2007 - December 2010
National City Bank January 2005 - May 2007
National City Bank June 1998 - January 2005
Sears Holdings Corporation January 1996 - January 1998
First Chicago January 1989 - January 1996
Midcon Corp 1984 - 1988
Skills
Credit Risk, Financial Risk, Risk Management, Underwriting, Analytics, Statistical Modeling, Leadership Development, Database Design, Data Governance, Strategy, Credit Cards, Segmentation, Credit, Management, Leadership, Banking, Portfolio Management, Analysis, Mortgage Lending, Loans, Financial Services, Executive Management, Finance, Mergers & Acquisitions, Strategic Financial..., Payments, Financial Analysis, Credit Analysis, CRM, Business Analysis, Retail Banking, SAS, Program Management, Consumer Lending, Financial Modeling, Relationship Management, Basel II, Treasury Management, Commercial Lending
Education
Keller Graduate School of Management of DeVry University 1984 — 1988
MBA, Finance
University of Illinois at Chicago 1980 — 1983
bs, accounting
Southern Illinois University, Carbondale 1979 — 1982
bs, accounting
Shared Imaging, LLC July 2014 - Present
Skyway Concession Company LLC August 2010 - July 2014
LMM & Associates August 2009 - August 2010
JP Morgan Chase March 2008 - November 2009
Wells Fargo January 2004 - February 2008
Skills
Financial Analysis, Financial Reporting, Credit, Investments, Internal Controls, Cash Management, Accounting, Forecasting, QuickBooks, Process Improvement, General Ledger, Account Reconciliation, Payroll, GAAP, Strategic Financial...
Education
Keller Graduate School of Management of DeVry University 2009 — 2010
MBA/CPA, Accounting
DeVry University 2008 — 2008
Bachelors, Finance
Wells Fargo November 2010 - February 2011
The Biodesign Institute at Arizona State University December 2009 - June 2010
The Biodesign Institute at Arizona State University July 2008 - December 2009
Doyle & Lemieux School March 1994 - July 2005
Skills
Project Management, Training & Development, People Management, Business Development..., nformation Technology..., MS Office Suite 2000,..., MS Project, MS SharePoint 2007, MS Visio, Adobe Software Creative..., Windows Operating..., Basecamp, SDLC, Integration, Visio, Management, Strategic Planning, Quality Assurance
Education
Keller Graduate School of Management of DeVry University 2006 — 2008
Master, Project Management
Université Laval 1996 — 2001
Ph.D. Candidate, Social Psychology and Pedagogy in Physical Acitivity Sciences
Université Laval 1993 — 1996
Master of Science, Social Psychology and Pedagogy in Physical Acticity Sciences
Wells Fargo January 2009 - Present
Oil and Gas Contract Recruitment Limited 2014 - 2015
Oil and Gas Contract Recruitment Limited 2014 - 2015
Primary Residential Mortgage, Inc/Prime Residential Mortgage Group July 2005 - December 2008
Lydian Data Services October 2004 - July 2007
Skills
Oil & Gas Industry, Mortgage Lending, Commodity Markets, Loans, Credit, Banking, Mortgage Banking, Residential Mortgages, Mortgage Underwriting, Risk Management, Due Diligence, Auditing, Strategic Planning, Investments, Loan Origination, Loss Mitigation, Automated Underwriting..., Quality Management, Wholesale Lending, Quantitative Risk..., Correspondent Banking, Correspondence Lending, Conventional Prime, Quality Auditing, Compliance, Quality Assurance, Secondary Market, Home Equity Loans, Multiple Disciplines, Superior Computer Skills, Commodity Risk..., Finance, Credit Risk, Financial Analysis, Credit Analysis, Portfolio Management, Financial Services, Management, Microsoft Office, Team Building, Customer Service
Education
Keller Graduate School of Management of DeVry University 1999 — 2004
Bachelor of Arts (BA), Computer and Information Sciences, General
Devry University 1997 — 2003
Professional, computer information systems
CIT Group October 2013 - Present
JPMorgan Chase January 2013 - August 2013
Wells Fargo June 2011 - January 2012
J. Knipper & Company 2012 - 2012
LexisNexis February 2011 - May 2011
Verizon Wireless August 2010 - January 2011
Harte-Hanks August 2008 - May 2010
Bristol Myers Squibb May 2006 - July 2008
CIT GROUP November 2004 - April 2006
Symbolic Systems March 2004 - October 2004
Skills
ASP.NET, LINQ, Web Services, C#, Software Development, .NET, SOA, Design Patterns, Microsoft SQL Server, SQL, T-SQL, Visual Studio, WCF, Database Design, jQuery, XML, CSS, Databases, Oracle, Entity Framework, AJAX, JavaScript, Backbone.js, Underscore.js, Jasmine.js, Require.js, MVC, HTML, Architectures, OOP, ASP, Java, JSON, ASP.NET MVC
Education
Kean University
B.A, Biological Science
Wells Fargo June 2014 - Present
Farmers Insurance January 2014 - June 2014
Allstate Insurance March 2009 - January 2014
Skills
Property, Term Life Insurance, Risk Management, Whole Life, Umbrella Insurance, Customer Service, Commercial Insurance, Process Improvement, Casualty, Microsoft Excel, Homeowners, Microsoft Office, Disability Insurance, Social Networking, Social Media, Health Insurance, Professional Liability, Renters, Workers Compensation, Property & Casualty..., Casualty Insurance, Property, Life Insurance, Insurance, Sales, General Insurance, Underwriting, Leadership, Employee Benefits, Management, Team Building, Claim, Fixed Annuities, Marketing, Small Business, Universal Life, Account Management, Retirement Planning, Customer Retention, Liability
Education
Kean University
Finance
Wells Fargo May 2014 - Present
Wells Fargo Home Mortgage November 2013 - Present
H&R Block December 2012 - Present
Wells Fargo Home Mortgage July 2013 - November 2013
Skills
Account Reconciliation, Accounting, Financial Analysis, Financial Accounting, Banking, Accounts Payable, Fixed Assets, Tax, General Ledger, Finance, Analysis, Management, Customer Service, Microsoft Excel, Financial Planning, Microsoft Office, QuickBooks, Financial Statements, Auditing
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
Masters, Accounting/ Finance
Woodhaven Lumber Co. April 2014 - Present
Wells Fargo January 2012 - August 2013
ROSE ABBY DESIGN September 2011 - June 2013
Lowe's Home Improvement May 2009 - October 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, AutoCAD, Precision Measuring, Retail, Time Management, Sales, Data Entry, Teamwork
Education
Kean University 2008 — 2012
Bachelor of Fine Arts (B.F.A.), Interior Design
Comcast Cable February 2014 - Present
JPMorgan Chase November 2011 - Present
Wells Fargo July 2006 - October 2011
Randstad December 2004 - July 2006
Skills
Onboarding, Applicant Tracking..., Talent Acquisition, Recruiting, Employee Relations, College Recruiting, Talent Management, Human Resources, HRIS, Internet Recruiting, Technical Recruiting, Deferred Compensation, Performance Management, Employee Engagement, Benefits Administration
Education
Keller Graduate School of Management of DeVry University 2007 — 2010
MBA Concentration Human Resources, Human Resources
Wells Fargo April 2013 - Present
Capital Property Realty January 2008 - Present
VIEU PRODUCTS, LLC September 2012 - December 2014
Bank of America January 2005 - July 2011
Capital Property Realty January 2008 - January 2009
Skills
Business Analysis, Loans, Management Consulting, Team Building, Change Management, Retail Banking, Commercial Banking, Small Business Lending, Program Management, Product Management, Credit Analysis, Sales, Management, Investment Banking, Financial Risk, Business Planning, Financial Analysis, Entrepreneurship, Small Business, Customer Service, Investments, Risk Management, Leadership, Real Estate, Public Speaking, Business Development, Financial Modeling, Finance, Microsoft Office, Financial Services, Analysis
Education
Kean University 2009 — 2011
Bachelor of Science (B.S.), Finance and Economics
Middlesex County College 2006 — 2009
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Wells Fargo January 2014 - Present
Wells Capital Management May 2011 - December 2013
Wells Fargo Securities, LLC July 2006 - May 2011
Skills
Risk Management, Financial Services, FINRA, Mutual Funds, Asset Management, Fixed Income, Banking, Investments, Financial Risk, Equities
Education
Keller Graduate School of Management of DeVry University 2002 — 2004
MBA, Business Administration
Winthrop University 1989 — 1993
BA, Political Science
True North FCU July 2015 - Present
Office Depot January 2015 - Present
Office Depot April 2000 - Present
OfficeMax August 2008 - April 2009
Alaska USA FCU April 2008 - August 2008
Wells Fargo February 2006 - January 2008
Skills
Customer Service, Sales, Retail, Inventory Management, Leadership, Team Building, Merchandising, Sales Management, Customer Satisfaction, Operations Management, Process Improvement, Retail Sales, Inventory Control, Loss Prevention, Management, Store Management, Time Management
Education
Keiser College 1999 — 2000
Bartlett high school 1994 — 1999
High school diploma
Merrill Lynch August 2014 - Present
Bank of America February 2013 - October 2013
PHH Mortgage June 2012 - February 2013
JPMorgan Chase Bank November 2010 - June 2012
Wells Fargo December 2006 - September 2010
Skills
Mortgage Banking, Loan Origination, Residential Mortgages, Series 63, Mortgage Lending, Loans, Series 7, Credit Analysis, FHA, VA loans, Refinance, Credit, Commercial Lending, Underwriting, Equities, Credit Risk, Finance, Real Estate, Consumer Lending, Mortgage Underwriting, Banking
Education
Keller Graduate School of Management of DeVry University 2008 — 2010
MBA, Finance
State University of New York at Albany 1993 — 1998
BA, Economics
InComm June 2014 - Present
Global Resources International July 2013 - June 2014
Baltic Auto Shipping Corporation March 2011 - July 2013
Wells Fargo April 2009 - July 2013
Spain, Area de Guissona Inc July 2000 - June 2004
Local IRS Office March 2000 - March 2004
Fundament Joint Stock Company, Ltd June 1995 - January 2000
Skills
Banking, Credit Analysis, Loans, Credit, Mortgage Lending, Commercial Banking, Quickbooks 2013,..., Finance, Account Reconciliation, General Ledger, Cash Management, Budgets, Accounts Payable, Payroll, Accounts Receivable, GAAP
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Master of Accounting and Finance Management, CPA Program, Accounting and Finance
Ukraine, Poltava Civil Engineering Institute 1989 — 1994
Bachelor of Science (BS), Civil Engineering
Wells Fargo September 2014 - Present
Bank of America June 2013 - Present
Wells Fargo January 2012 - May 2013
BlueCross BlueShield of SC October 2011 - December 2011
Wells Fargo-WFA March 2011 - September 2011
Carolinas Healthcare Systems September 2007 - February 2011
Casualty and Surety, Inc January 2005 - March 2007
United States Air Force January 2001 - January 2005
Skills
MS Share Point, MS Project, MS Office Suite, SharePoint, Resource Management, Vendor Management, Process Improvement, Change Management, PMP, Project Planning, SDLC, Project Management, Certified Project..., Business Analysis, Information Technology, Program Management, Team Building, Project Portfolio..., Business Process..., Visio, Software Project..., Team Leadership, Requirements Analysis, Telecommunications, Software Development, Team Management, Cross-functional Team..., Testing, Business Intelligence, Management, Software Documentation, Access, Analysis, Microsoft Office, Databases, Leadership, Risk Management
Education
Keller Graduate School of Management of DeVry University 2009 — 2011
MBA, Project Management
Saint Leo University 2002 — 2004
B.S., Computer Information Systems
Community College of Air Force 1999 — 2001
A.A.S, Information Management Systems
Wells Fargo 2010 - 2012
AT&T Mobility 2008 - 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Keiser University-Ft Lauderdale 2012 — 2013
Associate of Science (AS), Registered Nursing/Registered Nurse
Western Illinois University 2002 — 2006
Bachelor of Science (BS), Law Enforcement & Spanish
Wells Fargo February 2013 - Present
Paragon Federal Credit Union November 2005 - September 2010
Skills
Management, Banking, Customer Service, Sales, Retail Banking, Financial Analysis, Leadership, Risk Management, Microsoft Office, Credit Analysis, Relationship Management, Finance, Portfolio Management, Business Analysis, Time Management, Microsoft Word, Marketing, Credit Risk, Analysis, Consumer Lending
Education
New Jersey Institute of Technology 2010 — 2012
Master of Science (MSc), Business Administration, Management and Operations
Kean University 2006 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo January 2013 - July 2014
Skills
SSRS, SSIS, T-SQL, SQL Server Management..., Data Warehousing, Visio, Business Analysis, SDLC, Microsoft Excel, Oracle Enterprise..., Hyperion Reports, TIBCO, Sybase, Teradata SQL, Erwin, MDM, Tortoise SVN, BMC Remedy Ticketing..., Bug Tracking, Business Intelligence..., Database Design
Education
Keller Graduate School of Management of DeVry University 2008 — 2009
Master of Business Administration (MBA), Health/Health Care Administration/Management, 3.23
Benefit Design Specialists, Inc. September 2012 - May 2013
Orange-Sol Blending & Packaging, Inc. August 2008 - September 2012
John Farnsworth Agency, LLC November 2004 - December 2010
Wells Fargo April 2001 - November 2004
Skills
Fluent in Spanish:..., Arizona Insurance..., Casualty Producer, Credit Producer, Accident/Health Producer, Life Producer, Property Producer, Portfolio Management, Loans, Credit, Banking, Sales Management, Customer Service, Leadership, Risk Management
Education
Keller Graduate School of Management of DeVry University 2009 — 2012
Master, Accounting and Financial Managment
University of Phoenix 2001 — 2003
Bachelor of Science, Business - Marketing
Community Education Centers March 2008 - December 2008
Wells Fargo August 2006 - March 2008
Skills
Microsoft Word, Microsoft Excel, English, PowerPoint, Microsoft Office, Customer Service, Windows, Research, Outlook, Photoshop, Public Speaking, Strategic Planning, Budgets, Editing, Team Building, Project Management, Event Planning
Education
Kean University
Bachelor of Arts (BA), History
Wells Fargo April 2013 - April 2014
Enterprise Rent-A-Car July 2006 - October 2007
Enterprise Rent-A-Car February 2006 - July 2006
Enterprise Rent-A-Car July 2003 - February 2006
Enterprise Rent-A-Car May 2002 - July 2003
Skills
Forecasting, Inventory Management, Management, Leadership, Development Of Employees, Tax Preparation, Financial Accounting, Account Management, Sales, Analysis, Customer Service
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Master's degree, Accounting and Finance, 3.92
Widener University 2000 — 2001
Bachelor's degree, Hospitality Administration/Management, 4.0
Affinity Federal Credit Union October 2012 - Present
NJ Division of Youth and Family Services/Dept. of Children and Families August 2011 - March 2012
Wells Fargo November 2009 - August 2011
The Children's Place June 2008 - January 2010
FedEx Express July 2004 - October 2008
Skills
Proficient in Microsoft..., Team leader and team..., Great time management..., Excellent verbal and..., Bilingual in..., Leadership, Sales, Management, Customer Service, Banking, Analysis, Strategic Planning
Education
New Jersey City University 2014 — 2016
Master of Business Administration (M.B.A.)
Kean University 2005 — 2008
Sociology, Psychology
Wells Fargo 2008 - Present
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Master of Business Administration (MBA)
University in Guinea
Wells Fargo June 2005 - May 2010
Skills
Bilingual (English and..., Strong organizational..., Microsoft Office..., Good communication and...
Education
Kean University 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
Wells Fargo August 2012 - Present
Wells Fargo August 2009 - Present
Bank of America January 2006 - January 2009
Skills
Retail Banking, Consumer Lending, Banking, Loans, Mortgage Lending, Credit, Small Business Lending, Loan Origination, Mortgage Banking, Commercial Banking, Credit Analysis, Risk Management, Commercial Lending, Refinance, Cross Selling, Lines Of Credit, Small, Compliance, Leadership Development, New Market Growth, Customer Retention, Team Management, Retention Strategies
Education
Keiser University-Ft Lauderdale 2008 — 2012
Bachelor's degree, Health/Health Care Administration/Management
Wells Fargo October 1999 - Present
Asset Management Financial Center February 2008 - March 2009
Wells Fargo October 1997 - January 1999
Skills
Financial Analysis, Accounting, Account Reconciliation, Financial Reporting, Accounts Payable, Accounts Receivable, Banking, Finance, General Ledger, Credit, Cash Management, Auditing, QuickBooks, Financial Statements, Financial Accounting, Analysis, GAAP
Education
DeVry University's Keller Graduate School of Management-Georgia 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General, 3.68
Clayton State University 2003 — 2007
Bachelor of Science (B.S.), Accounting and Finance
Wells Fargo 2010 - 2012
Citi 1996 - 2006
Education
Keene State College 1991 — 1995
Bachelor's degree, Marketing
Pace University
Alarm Central Station Inc August 2013 - Present
Wells Fargo January 1996 - August 2010
Sports Mart 1993 - 1996
Skills
Management, Customer Service, Banking, Training, Mortgage Lending, Risk Management, Leadership, Process Improvement, Team Building, Financial Analysis, Budgets, Microsoft Excel, Team Leadership, Sales, Operations Management, Strategic Planning, Negotiation, Coaching
Education
Keller Graduate School of Management of DeVry University 2010 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Portland Community College 1992 — 1996
Associate's degree, Criminal Justice
Hanesbrands Inc. April 2014 - January 2015
Duke Energy Corporation May 2013 - January 2014
Lowe's Companies, Inc. June 2006 - January 2013
Wells Fargo January 2011 - March 2012
BlueCross BlueShield of South Carolina October 2010 - January 2011
Aon Hewitt June 2005 - June 2006
Euclid Machine January 2002 - January 2005
Northern Trust Corporation January 1993 - June 2002
Skills
Member of Mensa, Critical Thinking, Business Process..., Requirements Analysis, Issue Resolution..., System Analysis, Team Collaboration and..., Structured Code..., IT Project & Program..., Business Analysis, Project Planning, Resource Management, Software Project..., Process Improvement, Project Management, SDLC, Software Development, Database Analysis, Supply Chain, Supply Chain..., PeopleSoft, General Ledger, COBOLII, JCL, TSO/MVS, Java, WebSphere MQ, DB2, Oracle, IMS DB/DC, SharePoint, ETL, Teradata, SQL, SAS programming, PMP, MS Project, Visio, Enterprise Software, Technical Documentation, Cross-functional Team..., Team Leadership, Dependable Team Player, Communication Skills, Honest Appraisals, Employee Engagement, Agile & Waterfall..., RAD, Requirements Gathering, COBOL
Education
Keller Graduate School of Management of DeVry University
MBA, Information Technology Project Management
University of Notre Dame
Bachelor's degree, Pre-Medicine/Pre-Medical Studies
Freedom Mortgage Corporation September 2014 - Present
Citi November 2012 - August 2014
Wells Fargo July 2012 - November 2012
Surety Bank June 2010 - June 2012
Smarter Finance Inc June 2007 - May 2010
Southeast Mortgage Services June 2006 - May 2007
Largo Services February 2004 - June 2006
Washington Mutual September 1989 - November 2003
Skills
Risk Assessment, Financial Analysis, Credit, Financial Risk, Mortgage Underwriting, Communication Skills, DU/LP, Credit Appraisals, Teamwork, Time Management, Accounting, Customer Service, Microsoft Word, Microsoft Office, Finance, Loans, Mortgage Lending, Residential Mortgages, Credit Analysis, Credit Risk, Loan Origination, Mortgage Banking, Refinance, Underwriting, FHA
Education
Keiser College
Associate's Degree, Accounting and AA Business/Management
Wells Fargo September 2015 - Present
Pacific Western Bank 2014 - 2015
Bank of the West 2002 - 2013
Union Bank 1998 - 2002
The Japan Times 1990 - 1995
Skills
Commercial Banking, Credit Analysis, Underwriting, Portfolio Management, Credit Risk, Problem Analysis, Lines Of Credit, Cash Management, Trade Finance, Real Estate Lending, Loan Origination, Bilingual, Financial Analysis, Negotiation, Risk Assessment, Cross Selling, Collateral
Education
University of Southern California 1995 — 1997
Master of Science (M.S.), Political Science and Government
Keio University 1986 — 1990
Bachelor of Arts (B.A.)
TD 2014 - Present
Wells Fargo 2012 - 2014
Bank of America 2009 - 2012
Education
Kean University 2014 — 2017
Bachelor’s Degree, Business Administration and Management, General, -A
union County COLLEGE 2009 — 2014
Associate’s Degree, BUSINESS, -A