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.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
Wells Fargo March 2013 - December 2014
Wells Fargo May 2008 - March 2013
Wells Fargo May 2006 - April 2008
Skills
Commercial Lending, Loans, Banking, Credit, Small Business Lending, Commercial Banking, Retail Banking, Relationship Management, Consumer Lending, Loan Origination, Lines Of Credit, Wealth Management, Asset Based Lending, Risk Management, Investments, Financial Services, Business Development, Treasury Management, Finance, SBA, Business Analysis, Cash Management, Financial Risk, Business Relationship..., Sales, Branch Banking, Cross Selling, Mortgage Lending, Credit Analysis
Education
Kent State University 1996 — 2000
Bachelor of Applied Science (B.A.Sc.), Psychology, Marketing & Economics
Wells Fargo December 2014 - Present
FCCU August 2014 - Present
scranton February 2013 - August 2014
Liberty Tax Service December 2012 - April 2013
Scranton business administration May 2012 - August 2012
Skills
Microsoft Word, Excel,..., Accounting, Microsoft Office, QuickBooks, Customer Service, Microsoft Word, PowerPoint, Payroll, Tax, Tax Returns, Financial Analysis, Accounts Payable
Education
Keystone College 2009 — 2013
Bachelor of Science (B.S.), Accounting, 3.56 GPA
Citizens Bank October 2014 - Present
Patriot Bank Mortgage February 2014 - July 2014
Fifth Third Bank April 2012 - February 2014
PNC Mortgage December 2006 - March 2012
PNC Mortgage December 2006 - March 2012
Chase December 2005 - December 2006
Chase Home Mortgage December 2005 - December 2006
GMAC August 2004 - December 2005
GMAC August 2004 - December 2005
Wells Fargo September 2003 - August 2004
Skills
Debt Management, VA, FHA, Mortgage, Loans, Self Employment Analysis, PNC My Community..., Low to Moderate Income..., Mortgage Lending, Banking, USDA, Refinance, Investments, Community, Investment Properties, First Time Home Buyers, Residential Homes, Analysis, Foreclosures, REO, Income, Finance, Loan Origination, FHA financing, Credit, Referrals, Customer Service, Certified Mortgage..., Mortgage Banking, Government Loans, Commercial Lending, Loan Servicing, Condos, Home Equity Lines of..., Construction Loans, Commercial Banking, Credit Analysis, Residential Mortgages, Lines Of Credit, VA loans, Consumer Lending, Retail Banking, Investors, Real Estate, Small Business Lending, Mortgage Marketing, Short Sales, Underwriting, Reverse Mortgages, Loss Mitigation
Education
Morehead State University 1979 — 1982
Business, Marketing
Kentucky State University 1978 — 1979
Wells Fargo August 2001 - Present
Aon 1989 - 2001
Education
Kent State University
Universidad de las Americas
University of Miami
Wells Fargo February 2013 - Present
Wells Fargo August 2011 - February 2013
Wells Fargo February 2011 - August 2011
Wells Fargo May 2007 - February 2011
Citi January 2001 - October 2004
Skills
Banking, Credit, Retail Banking, Loans, Commercial Banking, Risk Management, Mortgage Lending, Cross Selling, Consumer Lending, Portfolio Management, Financial Analysis, Small Business Lending, Financial Risk, Commercial Lending, Business Analysis, Relationship Management, Cash Management, Investment Banking, Lines Of Credit, Loan Origination
Education
NYU 1999 — 2002
Associate's degree, Business Administration and Management, General
Kingsborough Community College 1998 — 1999
Marketing
Kelly Connect June 2015 - July 2015
Define Clothing Inc. June 2006 - June 2015
Wells Fargo September 2012 - October 2014
Urban IPO January 2009 - June 2011
OpenTable May 2010 - October 2010
LIGATT Security April 2009 - October 2009
Jones Apparel Group October 2008 - April 2009
Skills
Training, Management, Recruiting, Customer Service, Time Management, Employee Relations, Microsoft Office, Retail, Inventory Management, Leadership, Payroll, Interviews, Human Resources, Program Management, Microsoft Excel, Public Speaking, Adobe Creative Suite, Social Media, PowerPoint, HRIS Database Management, Networking, Team Leadership
Education
American Intercontinental University 2011 — 2012
MBA, Project Management
Michigan State University 2006 — 2008
Bachelors, Human Resources
Kettering University 2003 — 2005
Computer/Electrical Engineering
Wells Fargo February 2013 - Present
Wells Fargo Bank April 2011 - January 2013
Northeast Community Credit Union October 2007 - April 2011
Bank of Tennessee 2005 - 2007
Regions Bank (previously known as AmSouth) 1995 - 2005
Skills
Credit, Banking, Loans, Small Business Lending, Strategic Planning, Employee Hiring, Training & Development, Recruiting, Employee Training, Commercial Banking, Coaching, Lines Of Credit, Commercial Lending, Consumer Lending, Financial Analysis, Team Building
Education
Webster University 2015 — 2016
Master's degree, Human Resources Management
King College 1989 — 1992
Bachelor of Arts, Business Administration and Finance
Wells Fargo August 2001 - Present
Aon March 1989 - March 2001
Skills
Risk Management, Business Analysis, Financial Services, Management, Financial Analysis, Portfolio Management, Leadership, Financial Risk, Underwriting, Finance
Education
Kent State University
Universidad de las Americas
University of Miami
Wells June 2015 - Present
Wells Fargo October 2011 - June 2015
Skills
Banking, Loans, Credit, Mortgage Lending, Risk Management, Financial Analysis, Portfolio Management, Credit Analysis, Process Improvement, Investments, Customer Service, Retail Banking, Financial Services, Mortgage Banking, Commercial Banking, Business Analysis, Vendor Management, Finance, Loan Origination, Relationship Management, Credit Risk
Education
King's College 2005 — 2007
Associate's degree, Accounting
Jostens 2015 - Present
Wells Fargo 2013 - 2015
Optum 2013 - 2013
General Mills 2009 - 2012
Project Consulting 2007 - 2009
King's College London 2004 - 2006
Sanofi-Aventis 2000 - 2004
LogIn, Inc. 1997 - 1999
Empi, Inc. 1996 - 1997
Skills
Project Management, Cross-functional Team..., Strategy, Management, Process Improvement, Business Process..., Leadership, Business Analysis, Sales, Analysis, Account Management, Networking, Communication, Facilitation, SharePoint
Education
University of Minnesota-Twin Cities
Bachelor of Arts (BA), Psychology
King's College London, U. of London
Master of Science (MSc), Psychology
Wells Fargo February 2015 - Present
NAPA AUTO PARTS July 2011 - January 2015
DICK'S Sporting Goods August 2010 - June 2011
Skills
Sales, Microsoft Office, Microsoft Excel, Teamwork, Customer Service, Customer Oriented, Automotive, Deliveries, Accounting, Gross Profit, Accounts Payable, Accounts Receivable, Business English, Business Analysis, Business, Online Marketing, Automotive Parts, Automotive Products, Phone Etiquette
Education
King's College 2013 — 2014
Associate's degree, Accounting
Wells Fargo November 1999 - Present
BF Goodrich Chemical Co. August 1992 - November 1999
National Gypsum Company April 1986 - August 1992
Skills
Access, Banking, Credit, Data Entry, PeopleSoft, Loans, Mortgage Lending
Education
Kent State University
Windstream July 2015 - Present
IT Global Solutions 1990 - Present
HSBC January 2013 - July 2015
IBM Global Services 2012 - 2013
Wells Fargo 2011 - 2012
IBM Global Services 2009 - 2011
Alltel / Verizon Wireless 1998 - 2009
Sterling Jewelers 1991 - 2000
US Army 1985 - 1993
Skills
Unix, Solaris, TCP/IP, Linux, Disaster Recovery, Data Center, Integration, HP-UX, Microsoft SQL Server, AIX, Windows Server, Windows, System Administration, Network Administration, SDLC, Software Development, Hardware, Telecommunications, VoIP, DNS, Troubleshooting, Technical Support, JCL, Active Directory, Windows 7, Apache, Enterprise Software, XP, Networking, Network Security, System Deployment, Network Design, Servers, Software Documentation
Education
Kent State University 2001 — 2019
BS - Information Technology
Wells Fargo September 2014 - February 2015
Key Benefit Administrators April 1999 - July 2013
Key Benefits Administrators April 1999 - July 2013
Alden Life Insurance Co January 1994 - April 1999
Employee Benefit Management Corp January 1991 - January 1994
Skills
Call Center, Customer Service, Employee Benefits, Claim, Health Insurance, Insurance, Outlook, Microsoft Office, Microsoft Word, Data Entry, Policy, Call Centers, Process Improvement, Public Speaking, TPA, Self-funded, Analysis, Access, Time Management, Team Building
Education
Mansfield Senior High School 1972 — 1975
High School Diploma, Business Administration and Management, General
Kent State University
Accounting/Business
The World Bank November 2013 - May 2015
ClearlyEnergy, Inc. June 2014 - August 2014
Eco Energy Finance January 2014 - May 2014
Inergética 2012 - 2014
Abbott 2011 - 2012
Abbott 2008 - 2011
Wells Fargo 2007 - 2008
Skills
Market Research, Management, Strategic Planning, Strategy, Financial Modeling, Marketing Strategy, Renewable Energy, Pricing Strategy, Project Management, Business Development, Leadership, Solar Energy, Entrepreneurship, Business Strategy, Microsoft Excel, Pharmaceutical Industry, Data Analysis, Microsoft Office, Spanish-speaking, Project Finance, Startup Development, Demand Supply Planning, AC Nielsen, IMS data, AS400 Administration, Compensation Structures, Contract Negotiation, Strategic Financial..., Budget Monitoring, DCF Valuation, Finance, Budgets, Financial Analysis
Education
University of Maryland College Park 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
King University 2005 — 2007
Bachelor of Arts (B.A.), Business Administration & Economics
Taffet Consulting January 2014 - Present
Sapient Global Markets May 2014 - September 2014
Wells Fargo 2011 - 2014
Wells Fargo 2009 - 2011
Wachovia, a Wells Fargo Company 2006 - 2009
Wachovia Securities 2000 - 2006
Credit Suisse First Boston 1999 - 2000
Credit Suisse First Boston 1998 - 1999
Credit Suisse First Boston Pacific Limited 1996 - 1998
Credit Suisse First Boston 1986 - 1996
Skills
Derivatives, Prime Brokerage, Options, Back Office, Fixed Income, FX Options, Capital Markets, Middle Office, Operations Management, Brokerage, Interest Rate..., Commodity, Securities Lending, Equity Derivatives, Trading Systems, Swaps, Securities, Project Management, Futures, Clearing, Project Planning, Credit Derivatives, Collateral Management, Rates, Gmi, Calypso, Cash Management, Analysis, Business Requirements, Requirements Gathering, User Acceptance Testing, Relationship Management, Vendor Management, Sungard GMI, SDLC, Program Management, Dodd-Frank, Financial Services, Risk Management, Interest Rates, Management, Financial Markets
Education
Strayer University-North Carolina
Wachovia Leadership Training Program
Kingsborough Community College
Associates, Accounting
Sheepshead Bay High School
Bank of America Merrill Lynch September 2015 - Present
Collabera (Bank of America) 2014 - September 2015
Aerotek (LPL Financial) October 2013 - April 2014
Wells Fargo June 2010 - October 2013
THE MERGIS GROUP (WACHOVIA) January 2010 - June 2010
TITANIUM SOLUTIONS/Aerotek Professional Services 2009 - 2009
E*TRADE Financial September 2006 - July 2008
Skills
Banking, Fraud Detection, Online Fraud, Account takeovers, Check fraud, Credit Card Fraud, Debit card fraud, New account fraud, Trending, Risk Assessment, Anti Money Laundering, Fraud, Risk Management, Analysis, Bank Secrecy Act, Retail Banking, Financial Services, Financial Risk, Finance, Internal Audit, Access, KYC
Education
Utica College 2013 — 2015
Master of Business Administration (MBA), Economic Crime & Fraud Management
Kent State University 2002 — 2005
BBA, Operations Management/Business Management
Primary PhysicianCare 2011 - Present
Wells Fargo May 2011 - August 2011
Education
King's College 2009 — 2010
Associate of Arts and Sciences (A.A.S.), Legal Assistant/Paralegal
Wells Fargo October 2014 - Present
Awarepoint July 2013 - October 2014
AAA Carolinas November 2012 - July 2013
Integrated Software Solutions - MedEZ April 2012 - December 2012
Dr. Marian Davis DPM PA November 2011 - April 2012
Freedom Group October 2007 - October 2009
The Freedom Group October 2007 - February 2008
QC Data, INC July 2007 - October 2007
GameStop Inc February 2007 - October 2007
Skills
Microsoft Office, Software Documentation, Quality Assurance, Troubleshooting, Visio, Access, Testing, Information Technology, Databases, Information Systems, SharePoint, Data Analysis, Help Desk Support, Project Management, Systems Analysis, GIS, Management, Telecommunications, JavaScript, Software Development, Analysis, Microsoft SQL Server, Project Planning, Process Improvement, SQL, SDLC, VB.NET, Web Applications, Web Services, MVC, Visual Studio, C#, Training, Program Management, Requirements Analysis, WCF, Business Analysis, Subversion, Integration, SSIS, Eclipse, Agile Methodologies, Leadership, SaaS, Requirements Gathering, XML, Business Intelligence, SSRS, IIS
Education
University of Plymouth 2009 — 2011
Bachelor of Science, Management Information Systems
Kentucky State University
DMK Maintenance Plus January 2011 - Present
Dunmore Repair & Sales June 2011 - May 2014
Motorworld Automotive April 2011 - June 2011
Procter & Gamble October 2010 - April 2011
Peoples State Bank of Wyalusing September 2005 - October 2010
Wells Fargo October 2000 - September 2005
Skills
Accounts Payable, Accounts Receivable, Invoicing, Human Resources, Credit, Banking, Credit Analysis, Cash Flow, Financial Reporting, Loans, Cash Management, Financial Analysis, Accounting, Managerial Finance, General Ledger, Account Reconciliation, Customer Service, Cost Accounting, Internal Controls, Financial Accounting, Training, Transportation, Procurement, Marketing, Sales, Project Management, Public Relations, Small Business
Education
Luzerne County Community College 2013 — 2013
Professional Truck Driving
Minor Judiciary Education Board 2010 — 2010
Magisterial District Judge Training
Keystone College 2006 — 2010
Bachelor of Science (BS), Accounting and Business/Management
Penn State University 2001 — 2003
Hanesbrands Inc. July 2002 - Present
Wells Fargo April 1998 - July 2002
Skills
Management, Inventory Management, Access, Merchandising, Customer Service, Budgets, Process Improvement, Microsoft Excel, Calendars, SAP, Project Planning, Teamwork, Microsoft Word, Process Scheduler, Cross-functional Team..., Marketing Strategy, Microsoft Office 2013, Forecasting
Education
King's College 1985 — 1986
Medical Office Assisting
Davie County High School 1981 — 1985
High School Diploma
SunTrust Bank October 2014 - Present
Wells Fargo February 2009 - October 2014
Wells Fargo September 2007 - January 2009
Wachovia National Bank February 1997 - August 2007
Skills
Asset Management, Fixed Income, Equities, Banking, Asset Allocation, Management, Wealth Management, Portfolio Management, Retirement Planning, Risk Management
Education
King's College
Associate's degree, Paralegal
Annan Consulting Services March 2012 - Present
Hewlett-Packard February 2008 - March 2012
Wells Fargo March 2005 - May 2006
Washington Mutual Card Services 2002 - 2005
Washington Mutual Card Services 2002 - 2005
GE Capital 1990 - 1997
Skills
Cross-functional Team..., Operations Management, Strategy, Six Sigma, Process Improvement, Business Excellence, Transformational..., Programme Office, Davox, Predictive Dialers, CACS, Customer Risk, Loss Reduction, TRIAD, Collection Strategy, Credit Card Analytics, Decision Trees, Consumer Lending, Home Equity, Mortgage Underwriting, Outsourcing
Education
Kent State University 1985 — 1990
Bachelor's degree, Accounting
Electronic Arts (EA) March 2015 - Present
Stanford University December 2014 - Present
Electronic Arts (EA) October 2014 - March 2015
VF Corporation April 2014 - August 2014
Columbia Sportswear May 2013 - March 2014
Nike October 2011 - September 2012
Wells Fargo September 2010 - November 2011
Redwood Trust, Inc August 2005 - November 2008
Bank of America October 2004 - April 2005
Russell Investments December 2001 - June 2004
Skills
Tableau, Salesforce.com, Microsoft Excel, PowerPoint, SQL, Access, Market Analysis, Business Analysis, Geological Mapping, Data Analysis, Project Management, Quantitative Analytics, Information Systems, Retail Sales Analysis, Executive Reporting, Financial Analysis, Process Analysis, Competitive Analysis, Edifice, Market Research
Education
Kenyon College 1996 — 2000
B.A., Economics and Public Policy
Catlin Gabel 1992 — 1996
Wells Fargo January 2009 - Present
Wells Fargo February 2008 - August 2009
Countrywide October 2002 - February 2008
Independent Consultant May 1991 - August 2002
Skills
Finance, Leadership, Management, Process Design, Mortgage Lending, Credit, Loans, Mortgage Banking, Underwriting, Refinance, Financial Analysis, Credit Risk, Loan Origination, Risk Management, Residential Mortgages, Portfolio Management, Financial Risk, Financial Services, Consumer Lending, USDA, Mortgage Underwriting
Education
New York Institute of Technology 1982 — 1984
Business & Finance management
Kingsborough Community College 1971 — 1975
yes, Business Management
Wells Fargo April 2014 - Present
Wells Fargo July 2010 - April 2014
Wachovia October 2007 - June 2010
Wachovia July 2005 - October 2007
First Union National Bank September 1997 - June 2005
Skills
Microsoft Excel, Microsoft Office, Data Entry, Analysis, Process Improvement, Accounting, Databases, Financial Services, Internal Audit, Mutual Funds, Securities, Software Documentation, Valuation, Banking, Risk Management, Relationship Management, Leadership, Customer Service, Finance, Financial Analysis, Investments, Business Analysis
Education
King's College 1996 — 1997
Associate's degree, Computer Science
Sussex Bank September 2015 - Present
Sussex Bank July 2012 - January 2014
Wells Fargo June 2001 - March 2010
Skills
Underwriting, Mortgage Underwriting, Loans, Consumer Lending, Loan Origination, Mortgage Lending, Credit, Credit Analysis, Refinance, FHA, Lines Of Credit, FHA financing, Loan Servicing, Banking, Home Equity Loans, Mortgage Servicing, Home Equity Lines of..., Real Estate, Mortgage Banking, Home Equity, Debt Consolidation, Loan Modifications
Education
Keystone College 2014 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
Keystone College 2012 — 2014
Associate of Science (A.S.) Business, Business Administration and Management, General
Double Vision RT October 2014 - Present
Wells Fargo December 2009 - September 2014
Skills
Strategic Marketing, Online Brand Building, Problem Solving, Strategy, Analysis, Business Strategy, Sales, Management, Marketing
Education
King's College 2008 — 2009
Associate's Degree, Accounting
Wells Fargo January 2015 - Present
TIAA-CREF September 2010 - January 2015
TIAA-CREF September 2010 - January 2015
Wachovia Bank May 2004 - September 2010
Wachovia Corporation May 2003 - September 2010
Wells Fargo 2002 - September 2010
Wachovia June 1997 - January 2000
Wachovia January 1996 - April 1997
Skills
SharePoint, Vendor Management, Supply Chain Management, Project Management, Strategy, Management, Leadership, PMO, Information Architecture, Intranet, Business Analysis, Process Improvement, Requirements Analysis, IT Strategy, SDLC, IT Management, Visio, Business Process..., Usability, MS Project, Training, Enterprise Architecture, Business Requirements, Requirements Gathering, Microsoft Project
Education
Kent State University 1978 — 1980
Business Administration and Management, General
Kent State University 1977 — 1980
Business
Wells Fargo July 2009 - Present
Banc of America Securities January 2006 - February 2009
CIBC World Markets July 2002 - January 2006
Skills
Hedge Funds, Options, Trading, Equity Trading, Trading Systems, Derivatives, Electronic Trading, Equity Research, Financial Markets, Investment Banking, Equity Derivatives, FINRA, Bloomberg
Education
Kenyon College 1998 — 2002
Wells Fargo July 2015 - Present
New York Great State Overseas Development Service, Inc October 2014 - June 2015
GCI Management GmbH June 2014 - September 2014
Forbes Mergers & Acquisitions January 2014 - May 2014
iCAST(International Center for Appropriate & Sustainable Technology) February 2013 - December 2013
Star Group Co. Ltd July 2011 - September 2011
Skills
Financial Analysis, Microsoft Excel, Accounting, Microsoft Word, PowerPoint, Financial Reporting, Microsoft Office, Financial Modeling, Data Analysis, Teamwork, Finance, Budgets, Forecasting, Leadership, Business Valuation, CRM, Salesforce, Analysis
Education
University of Denver, Daniels College of Business
Master of Science in Finance
Keuka College 2011 — 2012
Bachelor of Science in Management
Chengyi College of Jimei University 2008 — 2012
Bachelor of International Accounting
Kymeta Corporation February 2015 - Present
Kymeta Corporation January 2014 - February 2015
Kymeta Corporation August 2013 - December 2013
The Hershey Company February 2013 - May 2013
Woods Creek Consulting April 2012 - April 2013
Oberto Brands June 2012 - September 2012
Wells Fargo January 2012 - July 2012
Whitman College August 2008 - May 2011
PowerReviews May 2007 - August 2007
Greenough Consulting Group May 2006 - August 2006
Skills
Marketing, Social Media, Market Research, Data Analysis, Social Media Marketing, Research, Entrepreneurship, Brand Management, Public Speaking, Project Management, Event Planning, Product Marketing, Competitive Analysis, Strategic Planning, Business Development, Marketing Research, Leadership, Business Strategy, Strategy, Management, Marketing Strategy, Financial Analysis, Microsoft Excel, Social Networking, Analysis, Product Management, Salesforce.com, Cross-functional Team..., Strategic Partnerships, Financial Modeling
Education
University of Washington Michael G. Foster School of Business 2011 — 2013
MBA, Marketing, Finance
Whitman College 2004 — 2008
BA, History
King's College London, U. of London 2006 — 2006
JYA, History, War Studies
Wells Fargo December 1993 - Present
City Loan Financial Services March 1990 - May 1992
Skills
Vendor Management, ROI Certification, Metrics & Analytics, ADDIE, Training Delivery, Strategic Consulting, Learning Management, Change Management, Leadership Development, Performance Consulting, Project Management, Strategic Planning, Organizational..., Blended Learning, Analytics, Banking, Team Building, Instructional Design, New Business Development, Training, Performance Management, Relationship Management, Organizational..., Process Improvement, Risk Management
Education
Kent State University 1986 — 1990
Business Administration, Marketing and Management
Wells Fargo October 2011 - Present
Real Estate Mortgage Network December 2010 - October 2011
Apex Lending Inc October 2007 - March 2010
WestStar Mortgage October 2007 - October 2008
Premier Mortgage Funding Inc August 2005 - October 2007
Superior Home Mortgage Co February 1998 - August 2005
Atlantic Regional Mortgage Corp. June 1996 - February 1998
Fleet Mortgage Corp. April 1994 - June 1996
Skills
Refinance, Mortgage Lending, USDA, Loan Origination, FHA, Mortgage Banking, Certified Mortgage..., FHA financing, Underwriting, Loans, Residential Mortgages, First Time Home Buyers, VA loans, Construction Loans, Credit Analysis, Investment Properties, Mortgage Underwriting, Government Loans, Home Equity Loans, Credit, Real Estate, Reverse Mortgages, Small Business, Consumer Lending, Home Equity Lines of..., Commercial Mortgages, Sales, Finance, Investments, Commercial Lending, Loss Mitigation, Small Business Lending, Loan Servicing, Banking, Mortgage Servicing, Debt Consolidation, Lines Of Credit, Mortgage Marketing, Customer Service, Management, Microsoft Office, Negotiation, Team Building, Financial Analysis, Public Speaking, Relationship Management, Leadership, Marketing, Financial Services, Portfolio Management
Education
King's College 1989 — 1992
B.A., Psychology / Philosophy
Penn State University 1987 — 1988
A.A., Letters, Arts and Sciences
JPMorgan Chase July 2011 - Present
JP Morgan Chase October 2010 - July 2011
Provident Funding January 2008 - September 2010
FedEx - Home Delivery December 2007 - May 2008
Wells Fargo April 2005 - January 2008
Countrywide Home Loans January 1997 - January 2004
Ambassador Mortgage January 1994 - January 1997
American General Finance January 1993 - January 1994
Skills
Mortgage Lending, Residential Mortgages, Government Loans, USDA Rural Housing, Investment Property..., Finance, Loans, Mortgage Underwriting, Refinance, Credit, Mortgage Banking, Underwriting, Financial Services, Management, Loan Origination
Education
Kent State UniversityKent Ohio 2009 — 2011
Executive MBA, K31 - Executive MBA
Kent State University 1987 — 1992
Bachelors, Real Estate & Finance
Ally Financial Inc. June 2011 - Present
Wells Fargo May 2010 - June 2011
Wells Fargo Advisors December 2008 - April 2010
Regions Bank March 2007 - October 2008
Ford Motor Credit Company August 1997 - February 2007
Ford Motor Credit Company January 1997 - January 2007
Ford Motor Credit Company 1997 - 2007
Samuel B January 2001 - January 2002
Ford Motor Credit Co. January 2000 - January 2001
Ford Motor Credit Co. January 1997 - January 2000
Skills
Financial Analysis, Credit, Portfolio Management, Sales Operations, Finance, Loans, Credit Analysis, Management, Risk Management, Financial Risk, CRM, Credit Risk, Leadership, Commercial Lending, Process Improvement, Sales, Investments, Mortgage Lending, Underwriting, Analysis, Training
Education
King College 1993 — 1995
Bachelor of Arts, Business; Accounting
King College 1993 — 1995
Bachelor of Arts, Business; Accounting
King University 1993 — 1995
Bachelor, Business/Accounting
Wells Fargo November 1988 - Present
Skills
SDLC, Team Building, Waterfall, PMP, Microsoft Office, Strategic Planning, PMO, Public Speaking, Coaching, Project Plans, Leadership Development, Software Project..., Requirements Gathering, Customer Service, Project Portfolio..., Business Requirements, Project Governance, Risk Management, Business Analysis
Education
Rensselaer Polytechnic Institute at Hartford 1974 — 1976
MS, Computer Science
Kent State University 1968 — 1972
Bachelor of Science, Mathematics
Wells Fargo December 2009 - Present
New Breed December 2000 - December 2003
FurnServe, Inc April 1999 - December 2000
GE Capital ITS January 1997 - 1999
King’s College September 1994 - November 1995
Skills
Windows Server, Servers, Leadership, Citrix, Disaster Recovery, SharePoint, Visio, Unix, Solaris, IIS, Vendor Management, Active Directory, Process Improvement, SDLC, VMware, VBScript, IT Management, Business Continuity, Integration, Data Center, System Administration, System Deployment, Hardware, Red Hat Linux, Virtualization, Operating Systems, Networking, Security, Enterprise Architecture, DNS, High Availability
Education
Liberty University 2007 — 2011
Bachelor of Science (BS), Religion
King's College 1994 — 1996
Diploma, Microcomputer Technology and Programming
Wells Fargo July 2013 - September 2013
Wells Fargo April 2012 - December 2012
Wells Fargo January 2010 - June 2011
Target December 2008 - February 2009
Ameriprise Financial January 2007 - November 2007
Boston Scientific January 2006 - November 2006
Boston Scientific October 2005 - January 2006
Nash Finch Company July 2000 - July 2005
3M July 1974 - December 1998
Skills
MS Project, GSDM, IT Management, Project Delivery, Requirements Gathering, SDLC, Project Management, Budgets, MS Office Suite, MS Visio, MS Word, MS Excel, MS PowerPoint, MS SharePoint, AQMS, Live Meeting, Lotus Notes, Outlook, Change Management, Remedy Administration, Clarity, Visio, Analysis, Business Process, Leadership, Management, PMO, Software Development, Process Improvement, SharePoint
Education
Kent State University
Bachelor's degree, Aerospace Technology
Bank of America June 2015 - Present
Wells Fargo January 2015 - May 2015
Wells Fargo January 2014 - November 2014
Nexcom Mobility August 2013 - December 2013
Charlotte-Mecklenburg Police Department August 2008 - June 2013
Beer Barrel Saloon May 2007 - August 2008
Education
University of North Carolina at Charlotte 2012 — 2015
Master's Degree, Public & Government Administration, 3.5
Charlotte Mecklenburg Police Academy 2008 — 2008
BLET Certification
Kent State University 2006 — 2008
Bachelor's Degree, Criminal Justice/Law Enforcement Administration, 3.2
Lakeland Community College 2004 — 2006
Wells Fargo August 2014 - April 2015
Wells Fargo August 2014 - April 2015
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Animal Care, Psychology, Typing
Education
King College 2011 — 2015
Bachelor of Arts (B.A.), Psychology, 3.75
Keller Williams Realty Southwest September 2014 - Present
Rossum Realty Unlimited January 2014 - Present
freshcouch.com January 2011 - Present
iStreamPlanet January 2011 - December 2013
Wells Fargo January 2006 - December 2007
Skills
Real Estate, Real Estate Transactions, Real Estate Economics, Real Estate Financing, Real Estate Investor, Real Estate License, Finance, personal finance, Networking, Network Administration, Social Networking, Network Security, Network Architecture, Wireless Networking, Furniture, Loans, Credit, Referrals, Sales, Credit Cards, Financial Services
Education
Kent State University 2000 — 2003
BS, Business Administration and Management, General
West Liberty University 2000 — 2001
Bachelor of Science (BS), Business/Commerce, General
Regions Financial Corporation June 2014 - Present
Wells Fargo October 2012 - March 2014
Wells Fargo May 2011 - October 2012
Houser Supply, Inc August 2008 - May 2011
T-Mobile May 2006 - August 2008
Skills
Small Business Lending, Loans, Lines Of Credit, Credit, Banking, Commercial Banking, Retail Banking, Home Equity, Mortgage Banking, Cross Selling, Home Equity Loans, Refinance, Home Equity Lines of..., Microsoft Excel, Sales, Sales Management, Customer Service, Deposits, Branch Management, Relationship Management, Credit Risk, Strategic Financial..., Internet Banking, Team Building, Business Analysis, Training, Time Management, Coaching, Process Improvement, Outlook, Inventory Management
Education
King College 2012 — 2013
Master of Business Administration (M.B.A.)
King College 2009 — 2011
Bachelor of Business Administration (B.B.A.), Business
Wells Fargo October 2012 - Present
Jos. A. Bank Clothiers November 2012 - Present
Qualitest Pharmaceuticals April 2012 - August 2012
Rowan Cabarrus Community College April 2008 - January 2011
The University of North Carolina at Charlotte October 2001 - April 2008
Bryant & Stratton College June 1994 - December 1997
Skills
Instructional Design, Adult Education, Higher Education, E-Learning, Curriculum Design, Teaching, Career Counseling, Leadership Development, Staff Development, Organizational..., Resume Writing, Coaching, Research, Public Speaking, Recruiting, Employee Relations, Curriculum Development, Quality Assurance, Student Affairs, Leadership, Training, Employee Training, Interviews
Education
Kent State University 1988 — 1989
Master of Business Administration (M.B.A.), MBA
Kent State University 1986 — 1988
Bachelor of Business Administration (B.B.A.), Business, Marketing, Sales
TIAA-CREF September 2010 - Present
Wachovia, A Wells Fargo Company May 2004 - September 2010
Wells Fargo 2009 - 2010
Wachovia 2005 - 2010
Skills
SharePoint, SharePoint Designer, Business Analysis, Access, Troubleshooting, Microsoft SQL Server, SDLC, Agile Project Management, Visio, ASP.NET, Requirements Gathering, MS Project, InfoPath, Enterprise Architecture, Business Requirements, Microsoft Project, Vendor Management, Requirements Analysis
Education
Kent State University 1977 — 1979
Salem Senior High School 1972 — 1976
Wells Fargo 2011 - Present
Wachovia, A Wells Fargo Company 2006 - 2010
Wachovia, A Wells Fargo Company 2004 - 2006
Wachovia, A Wells Fargo Company 2000 - 2004
Skills
Operational Risk..., Microsoft Excel, Banking, Retail Banking, Risk Management, Operational Risk, Financial Risk, AML, Basel II
Education
Kent State University
General Studies
West Suburban Medical Center June 2015 - Present
University of Minnesota September 2010 - July 2011
Johns Hopkins University May 2009 - June 2010
Bridging Inc July 2007 - May 2009
Tubman Family Alliance October 2006 - May 2009
Junior Achievement April 2006 - May 2009
Wells Fargo September 2005 - May 2009
Hennepin County Medical Center September 2005 - May 2009
Wells Fargo Bank, Services Company September 2004 - September 2005
Skills
Research, Public Speaking, Nonprofits, Leadership, Event Planning, Program Management, Strategic Planning, Community Outreach, Data Analysis, Fundraising
Education
Midwestern University - Chicago College of Osteopathic Medicine 2011 — 2015
Doctor of Osteopathic Medicine, Medicine
The Johns Hopkins University 2009 — 2010
Biology, Chemistry, Physics, Organic Chemistry and associated
Kenyon College 2000 — 2004
Bachelor of Arts, International Studies; Public Policy
Pontificia Universidad Católica de Chile
University of Minnesota
National City Mortgage August 2008 - Present
Wells Fargo January 2007 - July 2008
Countrywide Home Loans September 2001 - December 2006
Education
King's College
BA, Criminal Justice and Sociology
Citibank March 2012 - Present
Wells Fargo November 2010 - March 2012
Verizon Wireless November 2003 - November 2010
Skills
Banking, Credit, Sales, Customer Retention, Customer Service, Customer Satisfaction, Financial Analysis, Loans, Customer Experience, Call Centers, Retail Banking, Forecasting, Management, Cash Management, Finance, Sales Management, Consumer Lending, Credit Analysis, Microsoft Excel, Leadership, Cross Selling, Analysis, Microsoft Office, PowerPoint, Call Center, Sales Operations
Education
Kingsborough Community College
Associate's degree, Business Administration, Management and Operations
PDX Private Consulting July 2015 - Present
Aflac June 2015 - September 2015
Fulton County Health Center June 2011 - June 2015
Riverside Health System November 2007 - December 2009
Wells Fargo May 2006 - July 2007
ProMedica May 2002 - September 2002
Skills
Healthcare Information..., Leadership, Training, Customer Service, System Administration, Troubleshooting, Business Analysis, Public Speaking, Microsoft Office, Legal Compliance, Healthcare Compliance, HIPAA, Account Management, Budget Management, Insurance, Public Relations, Employee Benefits, Business Intelligence, Affordable Care Act, Process Improvement, Database Administration, Security, Active Directory, OnBase, Meditech, Systems Analysis, System Deployment, Windows Server, SQL, Microsoft SQL Server, SharePoint, SQL Server Management..., VMware, Software Documentation, Software Installation, Databases, SAS, Information Technology, Disaster Recovery, Social Networking, Networking, Technical Support, Vendor Relations, Vendor Management, Windows 7, Windows 8, Access, Hardware, Meaningful Use, Mac OS
Education
Oregon Insurance Division 2015 — 2022
Licensed Insurance Producer, Health & Life, State of Oregon
OnBase Administation by Hyland Software 2011 — 2016
OCSA, OCASA, OCWA, OnBase System Administration, Multiple Certifications
Skillset Online 2013 — 2014
Multiple Application Administation Training, Windows Based System Programming and Server Administration, Testing Completed for Certifications
Kent State University 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Cisco Systems Networking Academy 2000 — 2002
CCNA Trained, Network and System Administration/Administrator
Wells Fargo May 2015 - Present
RBS Citizens Financial Group November 2013 - May 2015
Prudential Financial March 2013 - November 2013
Wilkes-Barre/Scranton Penguins July 2010 - September 2013
Hat Trick Hockey August 2008 - March 2011
Wegmans Food Markets January 2004 - October 2004
Skills
Facebook, Customer Service, Sales, Ticket Sales, Social Media, Event Planning, Social Networking, PowerPoint, Microsoft Office, Microsoft Word, Sports Management, Microsoft Excel, Cashiering, Customer Satisfaction, Sports Marketing, Coaching, Series 63, Series 6, Life Insurance, Health Insurance, Retail Banking, Investment Banking, Mortgage Banking, Mortgage Lending, Banking, Investments
Education
Luzerne County Community College 2008 — 2012
King's College
Economics
The Bank of Tampa August 2014 - Present
Wells Fargo Home Mortgage March 2013 - August 2014
Wells Fargo May 2012 - March 2013
AT&T Advertising Solutions February 2011 - March 2012
First National Community Bank May 2009 - January 2011
First National Community Bank August 2008 - May 2009
First National Community Bank September 2006 - August 2008
Skills
Customer Service, Microsoft Office, Account Management, Banking, Salesforce.com, PowerPoint, Outlook, Retail, Time Management, Teamwork, Administration, Call Center, Online Marketing, Friendly Personality, Flexibility, Credit Analysis, Teller Operations, Mortgage Lending, Loans, Sales, Selling, Finance, Commercial Lending, Recruiting, Small Business Lending, Management, Credit, Business Development, Credit Risk, Commercial Banking, Consumer Lending, Cold Calling
Education
Wilkes University 2009 — 2013
MBA, Business, 3.3
King's College 2005 — 2009
BS in Business Administration, Business, 3.3
Wells Fargo August 2015 - Present
Blue Apron May 2015 - August 2015
Central Payment January 2014 - May 2015
Old Republic Home Protection/Nelson Staffing January 2012 - March 2013
CARL ZEISS MEDITEC/Spherion Staffing February 2010 - October 2011
Stevens Trucking July 2006 - February 2010
Hormony Homes February 2001 - May 2006
Westside Community April 2000 - January 2001
Skills
Applicant Tracking..., Management, Employee Relations, Data Entry, Research, Lotus Notes, Microsoft Excel, Call Centers, PeopleSoft, Access, Customer Service, Leadership, Training, Microsoft Word, Microsoft Office, Process Improvement, Team Building, Sales, Human Resources
Education
University of California, Berkeley 2015 — 2016
Human Resources Management and Services
Kentucky State University 1997 — 1999
Sociology and Psychology
Kentucky State University
Merritt College 1995 — 1997
Some college
Sociology and Psychology
Wells Fargo January 2015 - May 2015
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Kent State University 1978 — 1980
Business Administration and Management, General
Wells Fargo July 2010 - Present
Wachovia, A Wells Fargo Company September 2007 - July 2010
Spectrum Laboratory Network June 2001 - June 2007
First Union 1994 - 2001
Skills
Leadership, Management, Process Improvement, E-commerce, Strategic Planning, Salesforce.com, Integration, Banking, Project Management, Team Leadership, Product Management, CRM, Call Centers, Customer Experience, Customer Satisfaction
Education
Kent State University 1989 — 1993
B.A., Individual and Family Studies
First National Community Bank March 2015 - Present
Wells Fargo July 2012 - March 2015
First National Community Bank January 2012 - July 2012
First National Community Bank December 2010 - January 2012
Fox Hill Country Club July 2001 - December 2011
First National Community Bank June 2009 - December 2010
Enterprise Rent-A-Car May 2007 - September 2007
Skills
Strategic Planning, New Business Development, Leadership Development, Sales, Staff Development, Goal Oriented, Banking Relationships, Management, Retail, Banking, Customer Service, Business Development
Education
King's College 2004 — 2009
Bachelor of Science (BS), Business Administration and Management, General
King's College McGowan School of Business, Wilkes
Bachelor of Science Degree, Business Administration
Allstate March 2006 - Present
Starbucks January 2005 - March 2006
Wells Fargo 2002 - 2005
Skills
Customer Service, Underwriting, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Strategic Planning, Social Media, Process Improvement, Telephone Skills, Public Speaking, Project Management, Negotiation, Research, Leadership, Marketing
Education
Kent State University 2006 — 2009
Bachelor of Arts (B.A.), Communication and Media Studies
University of Minnesota-Morris 1998 — 2001
Communication and Media Studies
Wells Fargo Personal BankerHuntington National BankMay 2012 - May 2014
Woodforest National Bank October 2011 - May 2012
Skills
Sales, Customer Service, Leadership, Microsoft Office, Team Building, Time Management, PowerPoint, Microsoft Word
Education
Kent State University
Tidewater Capital March 2015 - June 2015
Wells Fargo August 2013 - February 2015
Wells Fargo July 2011 - August 2013
Wells Fargo May 2010 - August 2010
Menlo Equities May 2009 - August 2009
Goodwin Procter LLP May 2008 - August 2008
Skills
Finance, Financial Modeling, Microsoft Office, Financial Analysis, Microsoft Excel, Portfolio Management, Banking, Venture Capital, Management, Analysis, Leadership, Loans, Real Estate, Strategy, Public Speaking, Underwriting
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
Kenyon College 2007 — 2011
Bachelor of Arts, Economics, English
Menlo School 2004 — 2007
High School
Berkshire Hathaway HomeServices June 2015 - Present
Fritz Underground Winery March 2014 - July 2014
Hirsch Vineyards May 2013 - February 2014
WildOutWest September 2006 - December 2012
Domaine Chandon, part of LVMH May 2004 - August 2006
MyNewPlace 2003 - 2003
Homestore.com April 1999 - May 2002
Wells Fargo August 1997 - March 1999
American Express July 1988 - July 1997
Skills
Brand Development, Direct Marketing, Online Marketing, Email Marketing, Online Advertising, E-commerce, Integrated Marketing, Direct to Consumer, Luxury Brand Marketing, Marketing Strategy, Start-ups, Marketing Management, Product Marketing
Education
Tulane University 1986 — 1988
B.A., Economics
Kenyon College 1983 — 1986
Lawrenceville School 1978 — 1983
High School, General
St. Louis Community Foundation 2011 - Present
Amelia Bond Muncipal Securities Consulting 2011 - 2015
George K. Baum & Company November 2009 - December 2011
Wachovia, A Wells Fargo Company October 2007 - August 2009
Wells Fargo 2009 - 2009
A.G. Edwards & Sons, Inc. 1987 - 2007
Municipal Securities Rulemaking Board 2003 - 2006
Skills
Management, Financial Modeling, Public Finance, Series 7, Capital Markets, Securities, Investments, Series 63, Financial Analysis, Strategic Planning, Public Speaking, Fixed Income, Asset Management, Due Diligence
Education
Washington University in St. Louis - Olin Business School
MBA, Finance
Kenyon College 1979 — 1983
BA, Economics, History
Epic Health Services, Inc. April 2015 - Present
Epic Health Services, Inc. May 2014 - April 2015
Epic Health Services, Inc. July 2013 - May 2014
Investors Bank 2010 - 2012
Wells Fargo 2007 - 2010
Skills
Relationship Management, Management, Sales, Leadership, Finance, Relationship Building, Team Building, Operations Management, Managed Care, Healthcare, Healthcare Management, Team Leadership, Recruiting, HIPAA, Home Care, Case Management, Marketing Strategy, Banking, Loans, Credit, Customer Service
Education
King's College 2002 — 2006
Bachelor of Business Administration (BBA)
Wells Fargo January 2014 - Present
Wells Fargo July 2012 - January 2014
Wells Fargo Bank November 2011 - July 2012
Bank of America, N.A. March 2011 - November 2011
Wells Fargo Bank, N.A. 2009 - March 2011
Wells Fargo 2006 - 2008
Wells Fargo 2003 - 2006
Wells Fargo 2000 - 2003
North American Mortgage Company 1992 - 2000
Citibank 1988 - 1992
Skills
Strategic/Operational..., Influence &..., Team..., Resource..., Profit and Loss, Customer Management, Program/Project..., Project Management..., Six Sigma Green Belt, Process Development, Process Deployment, Client/Partner..., Problem Resolution, Change Management, Release Management
Education
University of Phoenix 1986 — 1988
Bachelor, Business Administration
Kent State University 1979 — 1981
Business Administration
US Bank August 2014 - Present
Wells Fargo December 2008 - April 2014
Mercantile Mortgage 1988 - 2007
Skills
Loans, Mortgage Lending, Credit, Mortgage Banking, FHA, Refinance, Residential Mortgages, FHA financing, VA loans, USDA, Loan Origination, Reverse Mortgages, Mortgage Underwriting, Consumer Lending, Credit Analysis
Education
Kent State University 1985 — 1988
Journalism Major
Wells Fargo January 2011 - Present
S.I. Wood Furniture April 2004 - October 2010
Rutgers University February 2002 - April 2004
Skills
Microsoft SQL Server, SQL, Databases, Microsoft Excel, Visio, VBA, SharePoint Designer, Data Analysis, Reporting, Integration, Software Documentation, Microsoft Access, Process Improvement, Microsoft Office, Business Analysis, Team Leadership, Technical Support, Servers, Windows Server, Microsoft Exchange, Help Desk Support, Active Directory, Troubleshooting, Information Technology, Windows, Hardware, Network Administration, Computer Hardware, Windows 7, Software Installation, Desktop Computers, Project Management, XP, Laptops, Application Support, Remote Desktop, SharePoint, Customer Support, Production Support, Windows XP, Technology Management, PC building, Desktop Environment, Disaster Recovery, Customer Service, IT Management
Education
Kingsborough Community College 1998 — 2000
Associate of Arts and Sciences (A.A.S.), Computer and Information Sciences, General
Rutgers University-New Brunswick
PNC Mortgage September 2013 - Present
PrimeLending May 2012 - September 2013
Franklin American Mortgage Company May 2010 - April 2012
Wells Fargo May 2008 - April 2010
Bank of America August 2007 - April 2008
Washington Mutual March 1994 - August 2007
Fleet Mortgage January 1987 - February 1994
Skills
Refinance, Mortgage Lending, Mortgage Banking, FHA, Residential Mortgages, Loan Origination, VA loans, USDA, Loans, FHA financing, First Time Home Buyers, Credit, Investment Properties, Mortgage Underwriting, Real Estate, Short Sales, Banking, REO, Referrals, Credit Analysis, Real Estate Transactions, Microsoft Office, Real Estate Financing, Financial Analysis, Mortgage Marketing, Foreclosures, Investments, Residential Homes, Investors
Education
Miami Dade College 1976 — 1977
Business and Criminology
King's College 1975 — 1976
Business and Criminology
Toms River 1971 — 1975
TECHNICAL EQUIPMENT SALES COMPANY April 1999 - Present
Wells Fargo January 1997 - April 1998
Skills
Sales Management, Key Account Management, Manufacturing, Product Development, International Sales, Contract Negotiation, Purchasing, Direct Sales, Team Building, Business Strategy, Account Management, Pumps, SALES, International Relations, Marketing, Accounting, Cost Accounting, Accounts Payable, Accounts Payable &..., Income Tax, Business Development, New Business Development, Business Planning, Small Business Marketing, Small Business Online..., Small Business...
Education
King's College 1996 — 1998
YCHS 1993 — 1996
Wells Fargo June 2015 - Present
Ally Financial Inc. July 2014 - Present
Marriott International July 2009 - June 2014
Kent State University August 2006 - May 2009
Skills
Information Architecture, User Experience, Usability Testing, User Research, Usability, Wireframes, User-centered Design, Web Design, Interaction Design, Information Design, User Experience Design, Persona
Education
Kent State University 2006 — 2010
Masters, User Experience Design
Kent State University 2006 — 2010
Masters, Library and Information Science
Virginia Commonwealth University 2000 — 2004
B.A, Philosophy
Constangy, Brooks, Smith & Prophete, LLP March 2015 - Present
Ogletree Deakins April 2011 - March 2015
Holme Roberts & Owen LLP September 2010 - April 2011
Colorado Court of Appeals September 2009 - August 2010
Wells Fargo September 2003 - June 2006
Skills
Litigation
Education
University of Colorado School of Law 2006 — 2009
JD, Law
Kenyon College
Penn State University
Sealed Air Corporation February 2015 - Present
Wells Fargo August 2012 - Present
Wells Fargo Bank September 2010 - August 2012
Wachovia Bank(contractor Mergis Group) June 2010 - August 2010
Blue Cross Blue Shield of Florida March 2007 - May 2010
2006 Bank of America June 2005 - September 2006
Portage County Municipal Court May 1999 - December 2004
Skills
Data Entry, Customer Service, Research, Financial Transactions, 10 Key, Banking, Billing, Customer Relations, Outlook, Employee Relations, Administrative Support, Word, Compliance, Call Center, Insurance, Microsoft Office, Documentation, Accounts Receivable, Problem Solving, Teamwork, Accounts Payable, Telephone Skills, Employee Benefits, Call Centers, Microsoft Excel, Access, Software Documentation, Invoicing, Microsoft Word, Administrative..., Accounting, Payroll
Education
Everest University 2006 — 2009
AAS, Paralegal Studies
Kent State University 2000 — 2004
Public Relations
Winton Wood High School 1993 — 1996
High School Diploma, General Studies
Wells Fargo June 2007 - Present
Westfield Group/Westfield Insurance February 2003 - June 2007
Arthur Andersen 1996 - 2000
Ernst and Young 1993 - 1996
Skills
Financial Services, Financial Modeling, Banking, Business Process..., Shared Services, IT Strategy, Internet Banking, Relationship Management, Risk Management, Business Process..., Governance, Business Transformation, PMO, Vendor Management, Project Management, Strategic Financial..., Requirements Management, Strategic Planning, Executive Management, Program Management, Performance Management, Management, Process Improvement, Strategy, Portfolio Management, SDLC, Project Portfolio..., Mergers & Acquisitions, Business Process, Start-up Ventures, Startup Development, Analytics, Business Analysis, Cross-functional Team..., Songwriting, Music Production, Management Consulting, Finance, Rock
Education
Kent State University 1989 — 1992
BBA, Finance
Keller Williams Legacy Group Realty June 2014 - Present
4 Kids clothing August 2012 - Present
Financial Peace May 2000 - 2012
Wells Fargo 2000 - 2012
Castle Mortgage Corporation May 1997 - May 2000
FirstMerit Bank January 1994 - May 1997
Skills
Credit, FHA, Finance, Investments, Loans, Mortgage Banking, Mortgage Lending, Real Estate, Refinance, Credit Analysis, Investment Properties, Residential Mortgages, Loan Origination
Education
Kent State University 1990 — 1995
Bachelors, Accounting and Finance
Lake High School
Jefferies & Company August 2012 - Present
Schreiner University January 2012 - March 2012
The Seaport Group February 2010 - August 2011
Knight Capital Group January 2008 - February 2010
Charlotte Latin October 2007 - March 2009
Wells Fargo March 2005 - April 2007
Morgan Stanley March 2004 - December 2004
Bank of America September 2001 - February 2004
KeyBanc Capital Markets July 1998 - August 2001
Skills
CDS, Credit Derivatives, Fixed Income, Trading, Fixed Income Sales
Education
Kenyon College 1994 — 1998
Bachelor of Science (BS), Economics
Kenyon College 1994 — 1998
Bachelors of Arts, Economics
Wells Fargo March 1976 - May 2011
Wellsfargo 1976 - May 2011
Skills
Data Center, Problem Solving, Vendor Management, Banking, Mergers, Strategic Planning, Business Continuity, Disaster Recovery, Risk Management, Operations Management, Infrastructure, ITIL, Enterprise Architecture, Information Technology, IT Management, Integration, Mergers & Acquisitions, Visio, Financial Services, Process Improvement, IT Strategy, Business Analysis, Security, Business Process..., Portfolio Management, Leadership, Team Leadership, SDLC, Project Portfolio..., IT Operations, Program Management, Resource Management, Software Documentation, PMO, PMP, SharePoint, Business Intelligence, Governance, Team Building, IT Service Management, High Availability, Management, Requirements Gathering, Business Process, Cross-functional Team..., Outsourcing, Call Centers, Requirements Analysis, Service Delivery, Change Management
Education
King's College 1970 — 1972
Associate of Science (A.S.), Computer Technology/Computer Systems Technology
Wells Fargo July 2014 - Present
Bank of America July 2009 - April 2014
Wachovia November 2008 - November 2009
Wachovia, A Wells Fargo Company January 2009 - June 2009
Wachovia April 2008 - November 2008
Wachovia October 2007 - April 2008
Wachovia January 2006 - October 2007
Bank of America March 2003 - January 2006
Dialect Solutions October 2000 - January 2003
Efunds February 2000 - October 2000
Skills
SDLC, Process Improvement, DMAIC, DFSS, DFSS Green Belt, Certified Project..., Program Management..., Project Portfolio..., Program Management, Business Analysis, Project Management, Data Center, PMP, CRM, Business Process, Six Sigma, PMO, Disaster Recovery, Strategy, Vendor Management
Education
Queens University of Charlotte 1991 — 1993
Masters, Business
Kent State University 1979 — 1984
BBA, Computer Science
Saint Mary's
Wells Fargo 2009 - Present
Skills
Advertising, Direct Mail, Integrated Marketing, Logo Design, Adobe Creative Suite, InDesign, Brochures, Microsoft Office, Graphic Design, Marketing Communications, Creative Direction, Marketing, Graphics, Art Direction, Corporate Branding, Marketing Strategy
Education
University of North Carolina at Chapel Hill 1995 — 1999
BA, Journalism and Mass Communication
King's College London 1997 — 1998
Internship, Graphic Design
United States District Court, District of Minnesota June 2015 - August 2015
Wells Fargo September 2012 - August 2014
Utah South Appraisal & Real Estate September 2007 - September 2012
Skills
Property, Real Estate, Appraisals, Real Estate Transactions, REO, Sellers, Residential Homes, Foreclosures, Market Analysis, Mortgage Lending, Rentals, Microsoft Office, Investment Properties, Customer Service, Negotiation, Valuation, Research, Analysis, Sales, Leadership, Process Improvement, Legal Research, Westlaw
Education
University of Minnesota Law School 2014 — 2017
Doctor of Law (J.D.), Law
King's College London, U. of London 2002 — 2005
BA Modern Foreign Languages with Education, Foreign Languages, Literatures, and Linguistics, First Class Honors
Wells Fargo 2011 - Present
Wells Fargo 2009 - 2011
Wells Fargo 2002 - 2009
Wachovia Corporation (A Wells Fargo Company) 1994 - 2002
IBM December 1989 - October 1994
Skills
Application..., Rapid infrastructure..., Unit Costing, Run rate reduction, Infrastructure..., Enterprise Architecture, Enterprise Software, Vendor Management, ITIL, Disaster Recovery, Integration, SOA, Security, Strategy, Management, SDLC, Data Center, Unix, Virtualization, IT Management, Websphere, Web Services, Business Intelligence, Mainframe, Software Project..., Solution Architecture, Requirements Analysis, Project Portfolio..., WebSphere
Education
King's College
Bachelor of Science (B.S.), Computer Information Systems, Cum Laude
St. Clair High School 1983 — 1985
Royal Dutch Shell August 2012 - Present
Wells Fargo July 2009 - Present
Stanford Financial March 2008 - Present
JP Morgan 2007 - Present
Hewlett-Packard 2007 - Present
Stanford Group Company 2007 - 2008
Citigroup June 2006 - March 2007
Hewlett Packard 2005 - 2006
Countrywide January 2003 - February 2004
Integriy Global Marketing 2002 - 2002
Skills
SDLC, Business Analysis, Requirements Analysis, Software Project..., PMO, PMP, Vendor Management, Process Improvement, Requirements Gathering, Agile Methodologies, Visio, Data Warehousing
Education
Kent State University 2001 — 2003
Kent State University
Masters
PCT College of Engineering,Mumbai
Bachelors
Wells Fargo November 2012 - February 2013
Structural Integrity Associates May 2012 - August 2012
Duke Energy Corporation 2010 - 2012
Turning Pointe, LLC 2004 - 2010
TIAA-CREF 2007 - 2008
Near & Associates 1997 - 2004
Skills
Recruiting, Human Resources, Applicant Tracking..., Talent Acquisition, Executive Search, Sourcing, Employee Relations, Onboarding, Sales, Management, Talent Management, Internet Recruiting, Training, Technical Recruiting, Workforce Planning, Strategic Planning, Deferred Compensation, Benefits Negotiation, New Business Development, Succession Planning, Change Management, Coaching
Education
King's College
University of North Carolina at Charlotte
Wells Fargo June 2015 - Present
Wells Fargo September 2013 - June 2015
Wells Fargo July 2011 - September 2013
Wells Fargo July 2009 - July 2011
Wells Fargo September 2006 - July 2009
TD (formerly Mercantile Bank) May 2005 - September 2006
Skills
Banking, Credit Risk, Portfolio Management, Credit, Loans, Analysis, Commercial Real Estate, Real Estate Financing, Relationship Management
Education
King's College 1999 — 2003
Bachelor of Science, Major: International Business; Minor: Economics
Wells Fargo October 2013 - Present
HSBC June 2008 - October 2013
JPMorgan Chase February 2003 - June 2008
Morgan Stanley February 2000 - December 2002
Skills
Loans, Banking, Credit, Investments, Strategic Financial...
Education
Kenyon College 1995 — 1999
Bachelor of Arts (BA), Philosophy
The Lawrenceville School 1990 — 1994
Convergent Media Systems 2012 - Present
Wells Fargo March 2004 - Present
Freightliner LLC 1998 - 2003
Medical Mutual of Ohio 1982 - 1998
Fisher Foods Inc 1975 - 1981
Skills
Business Analysis, IT Strategy, Software Project..., Software Development, SharePoint, Visio, Enterprise Architecture, Team Leadership, Management, Business Process..., Agile Methodologies, Software Documentation, Cross-functional Team..., ITIL, Requirements Gathering, SQL, Risk Management, Project Delivery, Quality Assurance, Resource Management, IT Management, Leadership, DB2, Data Warehousing, Access, COBOL, Six Sigma, Strategy, Certified Project..., Mainframe, Operations Management, Systems Analysis, JCL, User Acceptance Testing, Data Center, TSO, Account Management, Data Analysis, Planview, Analysis, Information Technology, Outsourcing, CRM, Telecommunications, Mergers & Acquisitions, CMMI, Agile Project Management, SaaS, Project Management
Education
Kent State University
Honeywell April 2015 - Present
Medtronic November 2011 - February 2015
Cargill November 2010 - November 2011
Wells Fargo January 2010 - November 2010
Boston Scientific January 2007 - July 2010
Skills
Application Development, Capacity Analysis, Network Systems, Integration, ITIL, SQL, Analysis, Software Development, IT Management, Databases, SharePoint, Security, Management
Education
University of Minnesota-Twin Cities 2004 — 2007
Master, Computer Engineering
Kenyatta University 1995 — 1998
Bachelors, Mathematics & Computers
Wells Fargo June 2001 - Present
Skills
Risk Management, Capital Markets, Fixed Income, Finance, Bloomberg, Derivatives
Education
King University 1997 — 2001
BA, Finance and Economics
Bank of America January 2011 - Present
Wachovia, A Wells Fargo Company December 2009 - February 2011
Wells Fargo May 1996 - December 2009
Wachovia Bank 1998 - 2004
Education
King's College 1982 — 1986
BS, Computers & Information Systems, English
Wells Fargo Chairman •Green Building & Sustainability Valuation and Consultation CommitteeUSGBC-NJ2008 - 2010
USGBC-NJ 2008 - 2010
Wachovia September 2001 - December 2008
First Union January 1996 - September 2001
First Fidelity Bank March 1994 - December 1995
Skills
Appraisals, Real Estate, Valuation, Commercial Real Estate, Financial Analysis, Green Building, Real Estate Development, Capital Markets, Banking, Sustainability, Due Diligence, Construction, Portfolio Management, Environmental Awareness, Financial Modeling, Climate Change, Investment Properties, Investments, Underwriting, Real Estate Economics, Real Estate Transactions, Entrepreneurship, Mergers & Acquisitions, Contract Negotiation
Education
Kent State University 1984 — 1988
BBA, Real Estate
Belleville High School
New York University
The Appraisal Institute
Green/Sustainable Building Valuation
USGBC EB and New Construction Techical Review Courses
Dardano's Shoes July 2013 - Present
Wells Fargo February 2012 - July 2013
GNC January 2009 - January 2012
GreeneStreet Film Company January 2008 - January 2009
Sony BMG Film Company January 2008 - January 2009
Chelsea Market Baskets 2008 - 2009
Skills
Creative Writing, Fiction, Non-fiction, Editing, Freelance Writing, Fiction Writing, Short Stories, Web Content, Feature Articles, Journalism, Blogging, Poetry, Fact-checking
Education
Kent State University 2004 — 2008
Bachelor of Arts, English & Writing
Wells Fargo February 2014 - Present
Wells Fargo November 2010 - February 2014
Wells Fargo February 2006 - November 2010
Riverside Auto 2004 - 2006
Kayser Ford Lincoln March 2003 - August 2004
Middleton Ford 2002 - 2003
Bergstrom Automotive 2001 - 2002
Russ Darrow 1997 - 2001
Skills
Loans, Banking, Consumer Lending, Cross Selling, Small Business Lending, Branch Management, Commercial Lending, Deposits, Lines Of Credit, Home Equity Lines of..., Sales, Loan Servicing, Internet Banking, Sales Management, Retail Banking, Credit, Commercial Banking, Mortgage Lending, Call Center, Customer Service, Relationship Management, Loan Origination, Credit Cards, Branch Banking, Home Equity Loans, Credit Analysis, Coaching, Personal Banking, Teller Operations, SBA, Subprime, Series 63, Series 6, Uniform Combined State..., Call Centers, Financial Services, Management
Education
Kettering University 1995 — 2001
University of Nottingham 1998 — 1998
Wells Fargo April 2014 - Present
Wachovia, A Wells Fargo Company December 2007 - April 2014
E*TRADE Financial February 2007 - December 2007
U.S Bank January 2006 - February 2007
Wells Fargo Corp June 2006 - January 2007
Cincinnati Public Schools February 2004 - June 2006
Primerica June 2002 - June 2005
Skills
Finance, Series 7, Fixed Income, Series 63, Management, Equities, Investments, CRM, Banking, Asset Management, Analysis, Financial Services, Securities, Portfolio Management, Derivatives, Capital Markets, Investment Banking
Education
Kent State University 1997 — 2001
Bachelor of Science, Finance
Wells Fargo June 2012 - Present
Wells Fargo January 2011 - Present
Wells Fargo January 2009 - June 2012
Skills
Mortgage Banking, SDLC, Business Analysis, Project Management, Strategy, Coaching, Process Improvement, Risk Management, Vendor Management, Leadership, Business Process..., Finance, Call Centers, Analysis, Team Building, Sales, Customer Service
Education
MBA, University of Phoenix
Master of Business Administration (MBA)
Kent State University
Bachelor of Science (BS)
Capital One August 2013 - July 2014
BB&T 2012 - August 2013
Wells Fargo Advisors December 2011 - October 2012
Wells Fargo 2011 - 2012
Wells Fargo August 2010 - 2012
Wells Fargo May 2007 - August 2010
Skills
Consumer Lending, Mortgage Lending, Lines Of Credit, Cross Selling, Small Business Lending, Loan Origination, Credit Analysis, Banking, Loans, Commercial Banking, Sales Management, Series 7, Retail Banking, Management, Deposits, Series 6, Series 63, Notary Public, Credit Risk, Underwriting, Mortgage Underwriting, Commercial Mortgages, Residential Mortgages, Relationship Management, Branch Management, Mortgage Banking, Home Equity Lines of..., FHA, Securities, Cash Management, Series 65, Managing Employees, Licensed Life Insurance..., Investment Adviser..., General Securities..., Real Estate Lending, Business Banking, Computer Graphics, C++, HTML, .ASP, Internet Programming, Computer Science, Lending, Behavioral Interviewing, Real Estate Sales...
Education
King College 2003 — 2007
Bachelor of Arts (B.A.), Online Media and Marketing
King University 2003 — 2007
Online Media and Marketing/Mathematics, Business, Computer Science, Mathetmatics
Visiting Librarian Service January 1993 - Present
Wells Fargo October 2010 - December 2014
Muskingum University September 2008 - December 2011
Robert Morris University April 2005 - April 2008
Skills
Library, Digital Asset Management, Archives, Library Science, Records Management, Content Management, Museums, Metadata, Ebooks, History, Metadata Management, Information Management, Cataloging
Education
Kent State University 1990 — 1991
MLS, Library Science
Fiserv November 2011 - Present
Wells Fargo 2008 - 2011
Skills
Databases, Business Process, Analysis, Quality Assurance, Operating Systems, Product Management, SQL, Microsoft SQL Server, Integration, Project Management, Management
Education
Kent State University
Bachelor of Business Administration (B.B.A.)
Metropolian Community College
Associate of Science (A.S.), Systems Administration, 4.0
Pentagon Energy Corp SVPPentagon Energy Group USAAugust 1985 - Present
Wells Fargo February 1983 - April 1985
Skills
Oil, Petroleum, Fuel, Energy, Natural Gas, Commodity, Gas, Procurement, Energy Industry, International Trade, LNG, Power Generation, Power Plants, Export, International Business, Business Strategy, Oil/Gas, Strategic Planning, Coal, Private Equity, Factory, Logistics, Commodity Markets
Education
Kent State University 1977 — 1979
Bachelor's degree
Comprehensive High School 1970 — 1974
Wells Fargo September 2011 - Present
Stevens Mill HOA 2009 - Present
Wells Fargo July 1999 - September 2011
First Union National Bank aka Wells Fargo January 1998 - July 1999
Skills
Vendor Management, Visio, Telecommunications, SDLC, Resource Management, Enterprise Architecture, Leadership, Data Center, MPLS, Disaster Recovery, Integration, Business Analysis, Networking, Project Portfolio..., PMO, Process Improvement
Education
King's College 1996 — 1997
Legal, Law
Oatey Company December 2013 - Present
Oatey Company September 2011 - December 2013
RSM McGladrey March 2008 - September 2011
Stock Equipment Company October 2006 - March 2008
Hausser & Taylor LLC 2004 - 2006
Kent State University 2004 - 2004
Wells Fargo 2002 - 2003
Skills
Accounting, Internal Controls, Auditing, Account Reconciliation, General Ledger, Internal Audit, CPA, External Audit, Financial Statements, Cost Accounting, Budgets, Accounts Receivable, Process Improvement, Journal Entries, Accounts Payable
Education
Kent State University 2000 — 2004
Masters of Science in Accountancy, Accounting
Black River 1993 — 1997
Wells Fargo February 2015 - Present
L Brands October 2014 - February 2015
FirstEnergy February 1997 - August 2014
GTE 1993 - 1997
Skills
Energy, SAP, Analysis, Business Process..., Process Improvement, Project Planning, Project Management, Business Analysis, Business Process, Software Documentation, Training, Customer Service
Education
Alvernia University - MBA 2009 — 2010
MBA, Business Administration
King's College 1987 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo April 2005 - Present
First Tennessee Bank 1998 - 2005
Skills
Portfolio Management, Coaching, Credit Risk, Cash Management, Underwriting, Commercial Banking, Sales Growth, Nonprofits, Business Process..., Business Strategy, Formerly held with..., Retail Banking..., Former Bank Teller, Private Banking, Teaching Adults, Bible teaching, Boy Scouts, Securities Lending, Asset Based Lending, Construction Loans, Commercial Real Estate..., Commercial Mortgages, Credit Analysis, Banking, Budgets, Loans, Public Speaking, Project Planning, Small Business, Strategic Financial..., Financial Analysis, Strategic Planning, Financial Modeling, Management, Credit, Commercial Lending, Contract Negotiation, Process Improvement, Marketing, Sales, Sales Management, New Business Development, Customer Service, Leadership, Investments, Risk Management
Education
Regent University 2004 — 2006
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.8
King College 1991 — 1994
Bachelor of Arts (BA)
Qualtrics February 2015 - Present
Praetorius Publishers 2013 - Present
Goldman Sachs 2013 - 2015
Wells Fargo 2011 - 2013
Refugee Council 2010 - 2011
Parliament of Victoria May 2008 - September 2008
Skills
Financial Analysis, Public Speaking, Research, Fundraising, Legal Research, Microsoft Office, Marketing, Microsoft Excel, Nonprofits, Teaching
Education
University of Utah 2013 — 2015
Master of Science (MSc), Finance
Kings College London 2010 — 2012
Master of Arts (M.A.), War Studies / International Relations
Ludwig-Maximilians Universität München 2009 — 2010
Certificate, Deutsche Aussenpolitik, Wirtschaft
University of Utah
Bachelor's degree, Political Science, International Studies
Cirrus Medical Staffing January 2014 - Present
Cirrus Medical Staffing September 2012 - December 2013
Cirrus Medical Staffing November 2011 - September 2012
Cirrus Medical Staffing September 2011 - November 2011
TBK, Inc. May 2011 - August 2011
Wells Fargo April 2011 - May 2011
Los Taxes, LLC January 2011 - April 2011
After School Programs, Inc. October 2010 - February 2011
After School Programs, Inc. September 2010 - November 2010
Carolina Tractor & Equipment Company December 2009 - July 2010
Skills
ADP Payroll, Customer Service, Accounting, Account Reconciliation, Microsoft Office, Payroll, Journal Entries, PeopleSoft, Human Resources, Strategic Planning, Recruiting, Accounts Receivable, Employee Relations, Forecasting, Financial Reporting, PowerPoint, Tax Preparation, Training, Tax, Budgets, Talent Acquisition, Access, Onboarding, Microsoft Excel, Team Building, Applicant Tracking..., Contract Negotiation
Education
King's College 2008 — 2009
A.A.S
NASCENT Technologies LLC October 2012 - Present
Wells Fargo March 2012 - December 2012
Wells Fargo February 2012 - December 2012
Apperson, Inc. February 2011 - July 2011
Charles Schwab Retirement Technologies June 1989 - June 1999
Skills
Software Documentation, SnagIt, Technical Documentation, Editing, Captivate, Photoshop, RoboHelp, E-learning Development, Illustrator, Adobe Audition, Camtasia, E-Learning, Instructional Design, Technical Communication, Project Management, Business Analysis, Documentation, Training, Process Improvement, Customer Service, Writing, Microsoft Office, Technical Writing, Content Management, SharePoint, Microsoft Word
Education
Kent State University 1967 — 1971
Bachelor of Science, Communication, Journalism, and Related Programs
Wells Fargo January 2013 - Present
Merrill Lynch June 2011 - January 2013
National Commercial Lending May 2010 - May 2011
Great Springwater June 2009 - May 2010
Skills
Commercial Lending, Financial Analysis, Investments, Commercial Mortgages, Retirement Planning, Banking, Financial Services, Credit, Equities, Portfolio Management, Finance, Mutual Funds, Loans, Mortgage Lending, Series 7, Relationship Management, Data Analysis, Strategic Financial...
Education
King's College 2008 — 2010
Masters of Science, Healthcare Administration
King's College 2007 — 2008
Bachelor's of Science, Finance
Riverstone Residential Group September 2013 - Present
Wells Fargo July 2000 - August 2011
Coldwell Banker Residential Brokerage January 1998 - January 2000
Dal-Tile International Inc January 1996 - January 1998
AmeriServ Food Company January 1994 - January 1996
National Reality Advisors January 1989 - January 1994
Skills
Accounting, Finance, Mergers, Budgets, Consolidation, Analysis, Cash Flow Forecasting, Management, Leadership, Operating Budgets, Financial Forecasting, Financial Modeling, Strategic Financial..., Financial Accounting, Financial Analysis, Cash Management, Transactional Accounting, Incentive Compensation, SEC Financial Reporting, Essbase, Variance Analysis, GAAP Accounting, Treasury Management, Banking, Financial Planning and..., Business Strategy, Business Planning, CPA, Auditing, Credit, Mergers, Loans, GAAP
Education
Stephen F. Austin State University 1986 — 1988
Bachelor of Business Administration, Accounting
Kilgore College 1984 — 1986
Wells Fargo 1994 - 2010
Skills
Mortgage Lending, Mutual Funds, Series 7, Credit, Banking, Series 63, Retirement Planning, Financial Services, Business Analysis, Process Improvement, Risk Management, Call Centers, Vendor Management, Leadership, Relationship Management, Customer Service, Business Process..., Change Management
Education
King's College
independent November 2013 - Present
Wells Fargo November 2013 - Present
JPMorgan Chase July 2006 - July 2011
Pershing, a BNY Mellon company September 1969 - June 2004
Skills
Series 7, Series 63, Securities, Mutual Funds, Equities, Fixed Income, Series 24, Financial Services, FINRA, Wealth Management, Bloomberg, Trading, Options, Investments, Trading Systems, series7 series63 series..., Excellent in the...
Education
Kingsborough Community College 1975 — 1979
Associate of Arts (AA), Accounting and Finance
Wells Fargo April 2014 - Present
Milestone Systems, Inc. September 2013 - April 2014
F5 Networks March 2011 - September 2013
BVU Authority September 2001 - January 2011
Cadmus Communications July 2000 - June 2001
Skills
Applications Delivery, Load Balancing, Network Security, Routing, WAN Optimisation, F5 BigIP, Firewalls, Virtualization, Network Architecture, OSPF, TCP/IP, Switches, Data Center, VPN, Troubleshooting, Network Engineering, Computer Network..., Network Administration, Routers, WAN, LAN-WAN, DNS, Network Design, Ethernet, Wireless Networking, IP, IPv6, Servers, Wireshark, VLAN, Security, Operating Systems, Networking, Linux, System Administration, Unix, Technical Support, Telecommunications, IPS
Education
King College
BBA, Information Technology
King College
BBA, Corporate Finance
Wells Fargo Bank April 2010 - August 2012
Wells Fargo November 2004 - April 2010
Wachovia Bank, N.A. December 2003 - November 2004
Wachovia Bank, N.A. August 2001 - December 2003
First Union National Bank December 1999 - August 2001
First Union National Bank September 1998 - December 1999
First Union National Bank March 1996 - September 1998
Skills
Training, Management, Financial Services, Business Development, Leadership, Customer Service, Customer Satisfaction, 401k, Relationship Management, Retirement, Analysis
Education
Kent State University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Marketing
Redwood Acquisition January 2015 - Present
Talmer Bank and Trust November 2010 - December 2014
Wells Fargo April 2008 - July 2009
KeyBank February 2006 - February 2008
Skills
Loans, Commercial Lending, Credit, Credit Analysis, Commercial Banking, Small Business Lending, Banking, Mortgage Lending, Consumer Lending, Credit Risk, Retail Banking, Lines Of Credit, Portfolio Management, Loan Origination, Underwriting
Education
Weatherhead School of Management at Case Western Reserve University
Master of Business Administration (MBA), Finance, General
Kent State University
Bachelor of Business Administration (B.B.A.), Accounting
Pyramid Systems, Inc. August 2013 - Present
Bank of America May 2011 - August 2013
maurices February 2010 - April 2011
Wells Fargo August 2009 - February 2010
Skills
Customer-focused Service, Management, Sales, Records Management, Data Entry, Risk Management, Banking, Customer Service, Human Resources, Interviews, Microsoft Office, Microsoft Excel, Time Management, Training, Microsoft Word, Teamwork, PowerPoint, Outlook, Payroll, Employee Benefits, Project Management, Performance Management
Education
King College 2007 — 2009
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Virginia's College at Wise 1999 — 2004
Bachelor's degree, Business Administration and Management, General
Wells Fargo February 2012 - Present
Texas Roadhouse May 2006 - December 2010
Skills
Customer Service, Marketing, Proofreading, Profit, Loans, Data Entry, Schedules, Social Networking
Education
Texas State University 2001 — 2004
Bachelor's degree, International Business
Kilgore College 1999 — 2001
Bank of America July 2011 - Present
Citi Financial April 2009 - July 2011
Wells Fargo July 2005 - September 2007
Education
King's College
Wells Fargo April 2012 - Present
Wells Fargo April 2012 - Present
Shapiro & Ingle LLC January 2008 - June 2008
Education
King's College 2005 — 2007
Associates degree, Paralegal Studies
Lowe's Companies, Inc. February 2014 - Present
Wells Fargo August 1992 - March 2013
Skills
Systems Anaylst, Banking Operations, Real Estate
Education
King's College 1991 — 1992
Associate's degree, Administrative Assistant and Secretarial Science, General
Citi January 2011 - Present
Wells Fargo June 2008 - December 2010
Education
Kent State University 2003 — 2007
Master's degree, Accounting and Finance