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
Regions Financial Corporation March 2010 - Present
Wells Fargo March 2008 - March 2010
STMG March 1996 - March 2008
First Union July 1985 - March 1996
Skills
Credit Analysis, Portfolio Management, Relationship Management, Small Business Lending, Treasury Services, Trade Finance, Branch Management, Retail Banking, Consumer Lending, Mortgage Lending, Commercial Banking, Commercial Lending, Treasury Management, Business Relationship..., Commercial Mortgages, Credit, Lines Of Credit, Loans
Education
Miami Dade College
Bachelor of Arts (B.A.), Business Administration and Management, General
Wells Fargo June 2014 - Present
Miami University August 2013 - May 2014
Miami University B.E.S.T. Library August 2010 - May 2014
Wells Fargo May 2013 - August 2013
Air Force Research Laboratory June 2011 - April 2013
Skills
Java, C++, SQL, HTML, Microsoft Office, Programming, Research, Web Applications, Troubleshooting, CSS, Project Management, Team Leadership, Computer Science, JavaScript, PHP, Android Development, jQuery, Leadership
Education
Miami University 2010 — 2014
Bachelor of Science, Computer Science, 3.7
Wells Fargo September 2014 - Present
Citibank June 2011 - September 2014
Wiese Law Contract Studio May 2005 - June 2011
Wells Fargo 1999 - 2005
Zelle, Hofmann, Voelbel, Mason & Gette, LLP 1998 - 2000
Cozen & O'Connor 1996 - 1998
Skills
Legal Writing, Contract Management, Legal Advice, Risk Management, Vendor Management, Contract Negotiation, Commercial Litigation, Training, Contract Law, Data Privacy, Licensing, Cross-functional Team..., Global Regulatory..., Corporate Governance, Privacy Law, Start-ups, Joint Ventures, Strategy design and..., Third Party Vendor..., Contract drafting, Procurement Contracts, Procurement Outsourcing, Strategic Consulting, Legal Liability, Legal Compliance, Process Improvement, Outsourcing, Management, Strategy, Financial Services, Leadership
Education
Seattle University School of Law 1994 — 1997
J.D., cum laude, class standing: top 8%; recipient of tuition scholarship
Miami University 1990 — 1994
B.A., English, Political Science, cum laude
Henry Sibley
Wells Fargo March 2014 - Present
Education
Miami Dade College 2010 — 2013
Wells Fargo April 2015 - Present
Groundcrew Studios November 2014 - April 2015
DC Brawlers May 2014 - April 2015
Groundcrew Studios September 2013 - November 2014
Live Nation July 2013 - August 2014
Charlotte Truck Center, Inc. May 2012 - November 2013
Wray Ward August 2012 - November 2012
J.Crew November 2011 - July 2012
Hertz June 2011 - November 2011
Stoops Freightliner June 2005 - August 2010
Skills
Sales, Teamwork, Customer Service, Microsoft Office, Customer Satisfaction, Inventory Management, Creative Writing, Team Leadership, Research, Social Media Marketing, Marketing, Social Media, Google Analytics, Email Marketing, Advertising, Selling, Facebook, Google Adwords, WordPress, SEO, SQL, Internal Communications, OS X, Inventory Control, Up-selling, Mac OS X, Upselling, Rock Music, Management
Education
Miami University 2007 — 2011
English Literature, English
Shawnee High School 2003 — 2007
Aflac January 2012 - Present
Aflac January 2012 - Present
Northwestern Mutual February 2008 - July 2010
Wells Fargo May 2000 - 2007
MBNA, acquired by Bank of America October 1986 - May 2000
Skills
Investments, Loans, Banking, Insurance, Strategic Financial..., Small Business, Sales, Finance, Mortgage Lending, Credit, Leadership, Underwriting, New Business Development
Education
Miami University
Education, Education and Business
Miami University, Oxford, Ohio 45056
Education
Bank of America September 2014 - Present
Bank of America August 2013 - September 2014
Wells Fargo August 2010 - August 2013
BB&T May 2008 - June 2010
BankAtlantic 2006 - 2008
Skills
Banking, Loans, Credit, Retail Banking, Credit Analysis, Consumer Lending, Commercial Lending, Small Business Lending, Financial Services, Cross Selling
Education
Miami Dade College
Associate's degree
Wells Fargo February 2014 - Present
Aaron's, Inc 2012 - 2013
Kirkland's, Inc. 2008 - 2011
C. Edward Productions Inc. 2006 - 2008
Colonial Bank 2002 - 2005
Skills
Loans, Credit, Banking, Mortgage Lending, Consumer Lending, Small Business Lending, Credit Analysis, Commercial Banking, Commercial Lending, Loan Origination, Retail Banking, Mortgage Banking, Lines Of Credit, Portfolio Management, Refinance
Education
Rasmussen College-Ocala, Florida 2007 — 2008
Business Management
Miami Dade College 2002 — 2005
Banking and Financial Support Services
University Heinrich Heine, Düsseldorf, Germany 1990 — 1996
Bachelor's Degree, Business Administration and Management, General
Universidad San Francisco de Quito 1985 — 1987
Associate's Degree, Business Administration and Management, General
Wells Fargo January 2011 - Present
Wells Fargo Homestead Store May 2011 - August 2012
SunTrust Bank September 2007 - November 2010
Washington Mutual Bank April 2001 - July 2007
Skills
Commercial Lending, Consumer Lending, Contract Negotiation, Cross Selling, Customer Service, Financial Analysis, Leadership, Lines Of Credit, Commercial Banking, Small Business Lending, Banking
Education
Miami Dade College 2002 — 2005
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Golden Glades Nursing & Rehab February 2013 - Present
Wells Fargo October 2007 - January 2012
Skills
Microsoft Word, Internet Explorer, Microsoft Publisher, Cpr Certified, PowerPoint, Customer Service
Education
Miami Dade College 2012 — 2013
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
Wells Fargo January 1973 - January 2011
Skills
Microsoft Word, Customer Service, PowerPoint, Microsoft Excel, Microsoft Office
Education
Miami Dade College 1972 — 1974
Associate of Arts (AA)
Wells Fargo Home Mortgage March 2013 - Present
Wells Fargo January 2012 - March 2013
Bank of America September 2007 - January 2012
Skills
PowerPoint, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Miami Dade College 2002 — 2004
LEGEND Talent Management LLC May 2011 - Present
Profiles International May 2011 - Present
Job Market Maker January 2015 - Present
Wells Fargo August 2013 - July 2015
Tree.com 2011 - 2011
Overstock Avenue, LLC 2004 - 2011
Softchoice 1997 - 2001
Wright Line January 1995 - January 1997
Wallace Computer Services 1994 - 1995
Skills
Entrepreneurship, Management, Leadership Development, Social Media, Social Media Marketing, New Business Development, Coaching, SEO, Blogging, Social Networking, Online Marketing, Team Building, Email Marketing, Public Speaking, Career Assessment, Small Business, Management Consulting, Lead Generation, Account Management, Digital Marketing, Sales Management, Executive Coaching, Selling, Business Strategy, Blog Marketing, Blog Management, Blogger Outreach, Team Leadership, Business Planning, Business Management, Corporate Blogging, Copywriting, SEO copywriting, E-commerce, Marketing Communications, Marketing Management, SEM, Teaching, Writing, Talent Assessment, Small Business..., Software Sales, Entrepreneurship..., Feature Writing, Training & Development
Education
Miami University 1990 — 1994
Bachelor of Science, Business Administration, Major in Marketing
World Coach Institute 2010 — 2010
Career, Business, Executive & Leadership Coach
LinkedIn March 2014 - Present
Careerbuilder.com 2008 - March 2014
CDC Software 2006 - 2008
Wells Fargo 2004 - 2006
Sheakley 2001 - 2004
Skills
Salesforce.com, Cold Calling, Direct Sales, Lead Generation, B2B, Sales Presentations, New Business Development, Solution Selling, Online Advertising, SaaS, Business Development, SEM, Digital Marketing, Management, Contract Negotiation, SEO, Competitive Analysis, Team Building, CRM, Enterprise Software, Email Marketing, Social Networking, Customer Service, Marketing, Sales, Sales Operations, Social Media, Recruiting, Advertising, Time Management
Education
Miami University 1998 — 2001
Bachelors, Management Information Systems & Marketing
Wells Fargo September 2013 - Present
McWhites Funeral Home January 2011 - April 2013
Skills
Banking, Sales, Credit, Customer Service, Leadership, Lines Of Credit, Microsoft Office, Time Management, Loans
Education
Miami Dade College 2009 — 2010
As in Funeral Service Education, Mortuary Science
University of Technology, Jamaica 2003 — 2007
Bsc Psychology concentration in child Development, Developmental and Child Psychology
AXA Advisors October 2014 - Present
New York Life Insurance Company December 2013 - October 2014
Pacific Life June 2010 - July 2013
Pacific Life June 2007 - July 2010
Missionary Entertainment, LLC August 2001 - July 2007
Wells Fargo April 2004 - June 2007
Skills
Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, Strategic Financial..., Investments, Series 7, Life Insurance, Series 63, Wealth Management, Securities, IRAs, Estate Planning, Insurance, Financial Services, Disability Insurance, Long-term Care, Financial Analysis, Long Term Care Insurance
Education
University of Central Florida 2001 — 2003
Bachelor's degree, Finance
Miami University 1997 — 2000
Laline Concepcion-Veloso, P.A. February 2015 - Present
Wells Fargo December 2013 - July 2014
Skills
Visual Merchandising, Fashion, Apparel, Merchandising, Sales, Microsoft Office
Education
Florida International University 2014 — 2017
Doctor of Law (J.D.), International Law and Legal Studies
Miami International University of Art and Design 2009 — 2012
Bachelor's degree, Fashion Merchandising
Wells Fargo May 2014 - Present
Wells Fargo November 2012 - May 2014
Wells Fargo June 2007 - November 2012
Wells Fargo Financial July 2006 - June 2007
Miami University January 2005 - June 2006
City Year Columbus August 2003 - June 2004
Skills
SAS, Excel, PowerPoint, Statistical Modeling, Risk, Data Analysis, Statistics, SQL, Analytics, Word, Predictive Modeling, Microsoft Office, Outlook, Technical Writing, Forecasting, Basel II, ODS, Data Mining, Analysis, Credit Risk, Risk Management, Data Modeling, SAS/SQL, Regression, Risk Analysis, SAS programming
Education
Miami University 2005 — 2006
M.S, Statistics
Miami University
B.A, Political Science
EMPOWER Retirement December 2005 - Present
Wells Fargo June 2004 - December 2005
Skills
401k, ERISA, Customer Service
Education
Miami University 2000 — 2004
Bachelor of Science (B.S.), Marketing
GM Financial November 2014 - Present
Chase January 2005 - Present
Chase January 2004 - December 2004
Wells Fargo September 2001 - December 2003
Broadway Automotive June 1995 - March 2001
Ingersoll Equipment Company January 1994 - May 1995
Skills
Consumer Lending, Commercial Lending, Loans, Credit, Credit Analysis, Finance, Credit Risk, Loan Origination, Sales, Banking, Portfolio Management, Management, Selling, Customer Service
Education
Miami University 1986 — 1990
Bachelor of Science (BS), Finance
Wells Fargo December 2014 - Present
Wells Fargo July 2014 - November 2014
Wells Fargo June 2011 - July 2014
Best Western International May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Access, Microsoft PowerPoint, Microsoft Word, Accounting, Commercial Banking, Credit Analysis, Underwriting, Financial Analysis, Financial Accounting, Portfolio Management, Loans, Financial Risk, PowerPoint, Credit
Education
Miami University 2007 — 2011
B.S. in Accountancy, Minor in Management Information Systems, Accounting and Finance
Huron Consulting Group May 2013 - Present
Capright Property Advisors, LLC July 2011 - April 2013
Huron Consulting Group August 2007 - July 2011
Wells Fargo May 2006 - August 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Valuation, DCF Valuation
Education
Miami University 2003 — 2007
Bachelor of Science in Business (Richard T. Farmer School of Business), Finance Major, International Business Minor, Graduated Cum Laude
Novi High School 1999 — 2003
Salutatorian, Summa Cum Laude
Olympus May 2010 - Present
Wells Fargo September 2007 - April 2010
Skills
Medical Devices, Medical Device..., Urology, Gynecology, Surgery, Sales, Territory...
Education
Miami University 2003 — 2006
Bachelor of Science (B.S.), Finance, General
National Bureau of Property Administration March 2008 - Present
National Bureau of Property Administration March 2008 - December 2009
Crown Appraisal Group August 2006 - March 2008
Wells Fargo May 2005 - August 2006
Education
Miami University 2001 — 2005
Bachelor of Science (B.S.), Finance
Oakwood High School 1997 — 2001
The DMG Group/AXA Advisors August 2011 - Present
Chase August 2010 - March 2011
Wells Fargo June 2010 - August 2010
Skills
Wealth Management, Investment Services, Insurance Planning, Education Planning..., Pension Distribution..., Retirement Planning
Education
Miami University 2006 — 2010
Bachelor's degree, Finance
Wells Fargo January 2010 - Present
Wachovia Bank February 2008 - January 2010
Wachovia Bank March 2004 - February 2008
Wachovia Bank 2002 - 2004
Wachovia Bank 1998 - 2002
Wachovia Bank 1993 - 1998
Wachovia Bank 1989 - 1993
Wachovia Bank 1987 - 1989
Ohio Edison 1983 - 1987
Skills
Project Management, Agile Methodologies, Data Modeling, User Interface Design, SDLC, Business Analysis, SharePoint, Enterprise Architecture, Visio, Software Project..., Vendor Management, IT Strategy, Process Improvement, Requirements Analysis, Business Requirements, Business Process, CRM, Architecture, Business Intelligence, Strategy, Leadership, Analysis, SOA
Education
Miami University 1979 — 1983
BS in Applied Science, Systems Analysis
The Ohio Construction Transformation Consortium February 2010 - March 2014
Haworth Inc. October 2006 - March 2012
Wells Fargo August 1999 - May 2005
The Guernsey Bank May 2001 - October 2002
Skills
New Business Development, Strategic Planning, Business Development, Sustainability, Leadership, Sales, Space planning, Construction, Furniture, Building Relationships, Strategic Thinking, Selling, Integrated Project..., Interior Architecture, Team Building, Visionary Thinking, Consulting, Management, Marketing, Public Relations, Social Media
Education
The Ohio State University 1988 — 1991
BSBA, Accounting / Marketing
Miami University 1984 — 1987
Fine Arts, Architecture
Joule Inc. March 2011 - Present
Wells Fargo March 2010 - March 2011
Disabled and Able Bodies, Inc August 2008 - February 2010
Skills
Office Management, Copywriting, Fluent in Spanish, Microsoft Office, Mac OS X, Telecommunications..., Television Production, Telecommunications...
Education
University of Miami 2005 — 2008
Bachelors, Communication
Miami Dade College 2002 — 2005
Associates, Arts
The Iowa Clinic, P.C. July 2014 - Present
Saginaw Valley State University September 2010 - May 2014
Wildfire Credit Union May 2010 - September 2010
Wells Fargo March 2009 - May 2010
Stihl July 2006 - March 2009
Skills
Event Planning, Admissions, Higher Education, Microsoft Office, Public Speaking, Social Media, Student Affairs, Fundraising, Program Development, Sales, Customer Service, Editing
Education
Miami University 2002 — 2006
Bachelor of Science, Marketing
Saginaw Valley State University 2011 — 2014
MA, Administrative Sciences
Wells Fargo Securities February 2014 - Present
Wells Fargo July 2013 - February 2014
Wells Fargo January 2011 - July 2013
Wells Fargo February 2009 - January 2011
Wells Fargo September 2006 - February 2009
Enterprise Rent-A-Car March 2005 - September 2006
Skills
Loans, Credit, Portfolio Management, Finance, Capital Markets, Fixed Income, Investment Banking, Middle Office, Banking, Underwriting, Real Estate, Marketing, Strategy, Management
Education
Miami University 2000 — 2004
Bachelor of Science, Business; Marketing
Regions Financial Corporation June 2015 - Present
Wells Fargo July 1999 - Present
Skills
Certified Financial..., Investments, Banking, Investment Management, Loans
Education
Miami University
Bachelor's Degree, Business
Wells Fargo May 2012 - Present
KW Multimedia January 2011 - Present
Skills
Notary Public, Federal & State..., Inventory Control, Sales, Organizational..., Customer Acquisition, Employee Management, Mediation, WordPerfect, Typing, Microsoft Office, Hospitality, Food Safety, Food & Beverage, Food Service, Inventory Management, Order Management, POS, Cash Management, Cash Handling, Customer Satisfaction, Customer Service, Customer Relations, Visual Display, Promotional Products, Staff Training, Safety Management, Delegation, Employee Recognition, Employee/Labor Relations, Organizational Change, Performance Reviews, Promotions, Assistance, Social Media Marketing, Appointment Scheduling, Public Speaking, Publicity, PowerPoint skills, Expense Management, Filing, Telephone Skills, Editing, Grammatical Skills, PowerPoint, Visual Merchandising, Small Business Lending, Change Management, Series 6, Mortgage Banking
Education
Northern Virginia Community College 2011 — 2013
Miami Dade College
Miami Country Day School
Wells Fargo 1995 - Present
Education
Miami University
Bachelor of Science (BS), Marketing
University of Oregon
Master of Business Administration (MBA), Finance, General
Wells Fargo June 2013 - Present
Huntington National Bank March 2011 - June 2013
Comerica Bank September 2006 - September 2012
Skills
Banking, Credit, Commercial Banking, Capital Markets, Finance, Loans, Private Equity, Management, Sales, Financial Analysis, Credit Risk, Credit Analysis, Portfolio Management
Education
Miami University 1987 — 1991
BS Business Administration, Finance, General
Wells Fargo October 2011 - Present
Wells Fargo August 2008 - October 2011
Wachovia, A Wells Fargo Company February 2007 - August 2008
Wachovia Corporation November 2004 - February 2007
National City 2002 - 2004
Skills
Product Development, Strategic Planning, Business Strategy, Banking, Product Management, Analytics, Business Analysis, Financial Services, Management
Education
American Bankers Association 2010 — 2011
School of Bank Marketing and Management
Queens University of Charlotte 2005 — 2007
MBA
Miami University 1998 — 2002
BS, Management Information Systems, Decision Sciences
Ameriprise Financial Services, Inc. October 2012 - Present
Wells Fargo February 2011 - August 2012
Ameriprise Financial Services, Inc. January 2010 - February 2011
Digital River June 2009 - January 2010
Genesis10 Business and Technology Consulting May 2006 - June 2009
Prime Therapeutics 2008 - 2009
Ameriprise Financial April 2006 - April 2008
The Hartford July 2004 - April 2006
American Express Financial Advisors October 1992 - April 2004
Skills
Performance Management, Management Consulting, Program Management, Process Improvement, Requirements Analysis, SDLC, Six Sigma, Business Analysis, Business Planning, Coaching, Leadership, Organizational..., Training, Budgets, Employee Engagement, Management, Strategy
Education
University of St. Thomas - Opus College of Business 1992 — 1995
MBA, Business
Miami University 1985 — 1989
Retro Oven Bakery November 2014 - Present
Wells Fargo July 2014 - November 2014
EverBank October 2012 - May 2014
earthcore Industries April 2012 - September 2012
Suddath Relocation Systems April 2008 - June 2011
Skills
Mortgage Servicing, Claims Management, Research, Customer Service, Teamwork, Microsoft Office, Mortgage Lending, Banking, Sales, Photoshop, Illustrator, InDesign, LPS, Rumba, Lotus Notes, Mail Merge, Outlook, PowerPoint, Microsoft Word
Education
Miami International University of Art and Design 2010 — 2012
Associate's Degree, Graphic Design
Visa January 2014 - Present
Visa February 2012 - January 2014
Inktel Direct December 2011 - February 2012
Wells Fargo 2004 - 2011
Wells Fargo 2002 - 2011
Wachovia Bank January 1999 - January 2002
First Union Bank January 1995 - January 1999
Skills
Training, Leadership, Call Centers, Management, Customer Service, Vendor Management, Banking, Performance Management, Sales, Hiring, CRM, Coaching, Employee Relations, Process Improvement, Customer Satisfaction, Strategy, HR Policies, Customer Experience, Strategic Planning, Event Planning, Analysis, Finance, Budgets, Account Management, Operations Management, Program Management
Education
Stanford University 2014 — 2014
Stanford Certified Project Manager (SCPM), Project Management
University of Phoenix
Bachelor of Science, Business Management
Miami Dade College
Associate in Arts, Business Administration
Visa Business School
Debit Product Manager Certification
KPMG September 2008 - Present
Wells Fargo May 2007 - August 2007
Skills
Sarbanes-Oxley Act, Auditing, Governance, Financial Reporting, IT Audit, Management, Internal Audit, Information Technology, Accounting, Risk Assessment, Internal Controls, Financial Analysis, Change Management, Risk Management, Enterprise Risk...
Education
Miami University 2004 — 2008
BS, Finance, Management Information Systems
Cognizant Technology Solutions November 2012 - Present
UST Global May 2009 - November 2012
Keane February 1998 - May 2009
BizNexus 1996 - 1998
Wells Fargo 1991 - 1996
Andersen Consulting (Accenture) 1983 - 1991
Skills
Outsourcing Management, Project Delivery, Client Relationship..., Outsourcing, Program Management, Managed Services, Customer Relations, Testing, Global Delivery, SLA, Client Engagement, Application Management, Account Management, Manage Client..., domestic outsourcing, Sales, Contract Negotiation, Project Management, Customer Engagement, CRM, Application Lifecycle..., IT Outsourcing, Vendor Management, PMO, Customer Service, PMP, SDLC, Leadership, Financial Services, Business Intelligence, Sla, Software Project..., Business Analysis, Management, IT Strategy, Risk Management, Resource Management, Business Development, Project Portfolio..., Consulting, Pre-sales, Offshoring, ERP, Enterprise Software, Integration, Business Process, Cross-functional Team..., Positive Personality, Requirements Analysis, Mentoring
Education
Miami University 1979 — 1983
B.S., Mathematics/Statistics, Magna Cum Laude
Bank of America Merchant Services July 2014 - Present
Queens University of Charlotte 2010 - Present
Varied by Role October 2012 - June 2014
Wells Fargo June 2011 - September 2012
Wells Fargo July 2009 - June 2011
Wachovia July 2008 - July 2009
Fannie Mae January 2007 - July 2008
Accenture August 1994 - January 2007
Skills
Business Development, Financial Risk, Analytics, Performance Improvement, Organizational Design, Vendor Management, Business Process, Strategy, Acquisition Integration, Organizational..., Due Diligence, Process Improvement, Business Analysis, Business Strategy, Risk Management, PMO, Governance, Program Management, Financial Services, Business Process..., Business Transformation, Mergers, Change Management, Strategic Planning, Organizational..., Management Consulting, Business Process..., Project Portfolio..., Financial Modeling, PMP, Enterprise Risk..., Executive Management, Project Management, Leadership Development, Portfolio Management, Talent Management, SDLC, Team Building, Performance Management, Enterprise Software, Mergers & Acquisitions, Management, Financial Analysis, Cross-functional Team..., IT Strategy, Consulting, Process Engineering, Banking, Business Intelligence, Start-ups
Education
Northwestern University
PhD, Communication Studies/Quantitative Statistics Focus
Northwestern University
MA, Communication Studies/Quantitative Statistics Focus
Miami University
Bachelor's degree, Speech Communication and Rhetoric
Richardson Consulting Group June 2003 - Present
The Allant Group July 2012 - December 2012
Mead Johnson Nutrition September 2011 - January 2012
A Life to Celebrate August 2008 - August 2010
UnitedHealth Group October 2008 - January 2010
CME Group March 2007 - October 2008
CNA November 2005 - November 2006
CNA April 2005 - November 2006
Wells Fargo 2005 - 2005
Allstate September 2002 - June 2003
Skills
Knowledge Management, Communities Of Practice, Program Management, Change Management, User Adoption, Consultancy, Community of Practice, Consultants, Process Improvement, Workshop Facilitation, Instructional Design, Online Advertising, Team Facilitation, Software Implementation, Professional Services, Insurance, Health Insurance, Financial Markets, Options, Strategic Planning, Database Marketing, Management Consulting, Talent Management, Business Strategy, E-Learning, Leadership, Coaching, PMO, Project Management, Management, Business Process..., Strategy, PMP, Project Planning, Governance, Consulting, Organizational..., Human Resources, Project Portfolio..., Business Transformation, Organizational Design, Performance Improvement, IT Strategy, Executive Management, Vendor Management, Organizational..., Business Process, Training, Outsourcing, CRM
Education
Miami University 1988 — 1992
Bachelor's, Interdisciplinary Studies - American Literature
Fifth Third Bank July 2013 - Present
Fifth Third Bank June 2011 - July 2013
Fifth Third Bank June 2008 - June 2011
National City Bank October 2002 - June 2008
Provident Bank 2002 - 2004
Key Bank February 2000 - October 2002
Wells Fargo April 1996 - February 2000
Skills
Credit, Relationship Management, Commercial Banking, Portfolio Management, Loans, Underwriting, Management, Commercial Lending
Education
Miami University 1987 — 1991
B.S., Finance
U.S. Trust March 2014 - Present
Capital Real Estate Solutions ♦ CRES March 2009 - February 2014
Bank of America 2007 - 2008
ABN AMRO Bank N.V. 2006 - 2007
Wells Fargo July 1998 - October 2006
Lincoln Financial Group January 1989 - July 1998
Skills
Valuation, Asset Management, Due Diligence, Portfolio Management, Asset Managment, Disposition, Capital Markets, Real Estate Economics, Mezzanine, Restructuring, Real Estate Private..., CMBS, Financial Analysis, Project Finance, Structured Finance, Securitization, Loans, Finance, Loan Origination, Securities, Real Estate Financing, Banking, Brokerage, Real Estate Development, Private Equity, Location Intelligence, Private Placements, Funding, Investment Management, Real Estate Banking, Distressed Debt, Real Estate Lending, Acquisitions, Multifamily Real Estate, Commercial Real Estate, Debt Management, Relationship Management, Real Estate Investment, Underwriting, Mortgage Backed..., Investment Analysis, Commercial Mortgages, Workouts, Cross Selling, Dispositions, Investments, Financial Structuring, Management
Education
Miami University
BS, Economics & Finance
University of Tampa
MBA
Wake Forest University
MA
PQNP June 2004 - Present
Wells Fargo June 2003 - July 2005
Fidelity Investments January 1990 - June 2003
Aetna May 1986 - January 1991
Skills
Mutual Funds, Retirement Planning, Investments, Asset Managment, Series 63, Asset Allocation, Defined Benefit, Series 6, 401k, Alternative Investments
Education
Chartered Financial Analyst CFA 1989 — 1991
Miami University 1982 — 1986
BS, Major:Finance, Minor Statistics
other
Wells Fargo 2007 - Present
Wells Fargo 2005 - 2007
Arch Wireless 2003 - 2005
Arch Wireless 2000 - 2003
Skills
Sales Management, Sales, Portfolio Management, Consultative Sales..., Banking, Operations Management, Customer Service..., Treasury Management, Relationship Management, Cash Management, Small Business Lending, Cross Selling, Financial Analysis, ACH, Payments, Electronic Payments, Deposits, Treasury Services
Education
Miami University 1987 — 1991
BA, Diplomacy & Foreign Affairs
Wells Fargo February 1992 - Present
Wells Fargo Bank 1992 - Present
First Interstate Bank of California 1992 - 1995
KPMG Peat Marwick October 1990 - February 1992
Watson Wyatt February 1987 - October 1990
JP Morgan Chase November 1976 - February 1987
Education
Miami University 1971 — 1976
B.S., Accountancy
JPMorgan Chase October 2011 - Present
Citizens Bank, now part of FirstMerit Bank, N.A. June 2007 - January 2011
Wells Fargo November 2005 - June 2007
Charter One Bank September 1995 - October 2005
Education
Miami University 1979 — 1983
B.S., Accountancy
Wells Fargo January 2014 - Present
Messerli & Kramer September 2011 - January 2014
Nichols Kaster, PLLP September 2010 - April 2011
Metropolitan Airports Commission May 2010 - August 2010
Education
William Mitchell College of Law 2008 — 2011
JD, magna cum laude
Miami University 2004 — 2008
BA, magna cum laude and Phi Beta Kappa
Nicholas Financial Inc. April 2009 - Present
Mid Atlantic Capital January 2006 - May 2009
Wells Fargo 1999 - 2005
University Painters 1996 - 1997
Skills
Banking, Portfolio Management, Sales Management, Customer Service, Leadership, Loans, Finance, Recruiting, Mortgage Lending, Sales, Management, Relationship Management, Financial Services, Customer Retention, Credit
Education
Miami University 1995 — 1999
Bachelor of Sicence in Finance, Finance and Economics
Bank of America 2014 - Present
Wells Fargo March 2013 - February 2014
Bank of America February 2014 - 2014
Bank of America April 2011 - March 2013
Bank of America August 2009 - April 2011
Bank of America June 2008 - August 2009
Skills
Banking, Credit, Customer Service, Loans, Commercial Banking, Retail Banking, Small Business Lending, Relationship Management, Risk Management, Credit Risk, Credit Analysis, Mortgage Lending, Lines Of Credit, Commercial Lending, Consumer Lending
Education
Miami Dade College
Bachelor’s Degree, Business Administration and Management, General
Freedom Mortgage April 2013 - Present
Sierra Pacific Mortgage October 2012 - March 2013
Wells Fargo March 2004 - September 2012
Aegis Funding Corp./EquiCredit Corp September 1996 - March 2004
EquiCredit Corporation March 1994 - August 1996
State Capitol Federal Credit Union March 1992 - March 1994
ITT Financial Services September 1988 - March 1992
Skills
FHA, Loans, Mortgage Banking, Underwriting, USDA, Mortgage Lending, Loan Origination, Refinance, Residential Mortgages, VA loans, FHA financing, Sales Management, Reverse Mortgages, Sales, Mortgage Underwriting, VA Loans, Certified Mortgage..., Credit, Government Loans, FHA Financing, Wholesale Lending, Consumer Lending, Banking
Education
Miami University 1981 — 1986
Bachelor of Science (BS), Education
Austin Senior High School
Florida Community Bank May 2011 - February 2015
Wells Fargo March 2007 - May 2011
Wachovia mortgage 2002 - 2010
Dade County Federal Credit Union February 2006 - February 2007
Pan Am Horizons Federal Credit Union January 1996 - July 2002
Flagler Federal Savings and Loan Assoc. October 1971 - March 1992
Skills
Commercial Banking, Credit Analysis, Small Business Lending, Commercial Lending, Credit Risk, Treasury Management, Commercial Mortgages, Financial Analysis, Financial Risk, Risk Management, Laser Pro, Asset Based Lending, Cash Management, Financial Institutions, AML, Banking, Credit, Anti Money Laundering, Consumer Lending
Education
Miami Dade College
North Miami Sr. High
University of Virginia Darden School of Business August 2014 - Present
Wells Fargo June 2015 - August 2015
Forest Laboratories March 2013 - July 2014
Deloitte 2008 - 2012
Skills
Auditing, SEC filings, Sarbanes-Oxley Act, CPA, External Audit, Internal Controls, US GAAP, Financial Reporting, GAAP, Big 4, Assurance, Sarbanes-Oxley, Accounting, Financial Accounting, Internal Audit, Financial Analysis
Education
Miami University 2008 — 2009
Master's degree, Accounting
Miami University 2004 — 2007
Bachelor of Science (BS), Accounting
Wells Fargo May 2015 - Present
Epsilon September 2000 - April 2015
Skills
Agile Methodologies, Analytics, SDLC, Database Marketing, Business Intelligence, Data Warehousing, SQL, Software Development, Integration, Enterprise Architecture, Database Design, ETL, Databases, Requirements Gathering, Data Modeling, Business Analysis, Requirements Analysis, Vendor Management, Software Project..., CRM, Project Management
Education
Miami University
Systems Engineering
Wells Fargo June 2014 - Present
Bank of America May 2013 - June 2014
GE Capital September 2012 - May 2013
Bank of the West August 2011 - September 2012
Zurich Financial Services November 2008 - August 2011
Zurich Financial Services January 2008 - November 2008
Zurich Financial Services May 2006 - August 2006
PepsiCo May 2005 - July 2005
Skills
Financial Analysis, Quantitative Risk..., Underwriting, Market Research, Marketing Research, Large-scale Data..., Data Visualization, Sales, Customer Service, Economic Research, Bloomberg Terminal, SAS, SNL, SAS Enterprise Guide, Credit Card Analytics, Credit Analysis, Insurance, Business Analysis, Analytics, Negotiation, Strategy, Financial Risk, Financial Modeling, Risk Management, Banking, Finance, Financial Services, Portfolio Management
Education
University of San Francisco - Masagung Graduate School of Management 2010 — 2011
MBA, Finance
Miami University 2002 — 2006
B.S., Organizational Leadership & Marketing. Secondary focus in MIS & Mathematics
Popular Community Bank December 2013 - Present
Wells Fargo September 2012 - December 2013
Art Gallery System MDC September 2011 - April 2012
Miami International Film Festival November 2010 - August 2011
Skills
Banking, Loans, Portfolio Management, Mortgage Lending, Credit Analysis, Finance, Credit, Microsoft Office, Customer Service, Commercial Banking, Commercial Lending, Investments, Risk Management, Retail Banking, Credit Risk, Underwriting, Consumer Lending, Financial Analysis, Loan Origination, Mortgage Banking, Wealth Management, Refinance, Financial Modeling, Sales, BSA, KYC & KYA, AML
Education
Miami Dade College 2012 — 2014
Bachelor's Degree, Supervision and Management, A
Miami Dade College 2009 — 2013
Associate of Arts (AA), Business Administration and Management, General
Coral Gables Senior High School 2005 — 2009
High School Diploma
Best Buy August 2013 - Present
American Airlines Arena January 2011 - December 2013
Toys"R"Us, Inc. October 2011 - January 2012
Target March 2009 - January 2010
Wells Fargo August 2005 - December 2007
Jorge & Jerry IGA March 2004 - July 2005
Skills
PC & Mac platforms, Microsoft Office, Data Migration, Hardware Diagnostics, Customer Service, Teamwork, Computer Repair, Operating Systems, Banking, Retail, Shipping & Receiving
Education
Miami Dade College 2011 — 2013
Associate’s Degree, Computer and Information Sciences and Support Services
Wells Fargo January 2011 - Present
Wells Fargo January 2011 - Present
Forever 21 November 2009 - November 2011
Miami Dade College August 2008 - June 2011
Skills
Banking, Microsoft Office, Credit, Loans, Commercial Banking, Retail Banking, Portfolio Management, Mortgage Lending, Commercial Lending, Investments, Wealth Management, Cross Selling, Small Business Lending, Financial Analysis, Consumer Lending, Risk Management, Credit Analysis, Financial Services, Mutual Funds, Strategic Financial..., Finance, Cash Management, Credit Cards, Deposits, Loan Origination, Relationship Management, Microsoft Word, Customer Service, Microsoft Excel, Social Media, Social Networking, Leadership, PowerPoint, Public Speaking, Spanish, Event Planning, Teamwork, Sales, Management, Outlook, Time Management, Team Building, Marketing, Public Relations
Education
Miami Dade College 2013 — 2015
Supervision & Management B.A.S, Business Administration and Management, General, 3.2
Miami Dade College 2008 — 2010
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
G.Holmes Braddock 2004 — 2008
High School Diploma
PNC September 2015 - Present
JPMorgan Chase October 2010 - September 2015
JPMorgan Chase October 2007 - September 2010
Wells Fargo June 2003 - October 2007
Great American Financial Resources February 2001 - May 2003
Skills
Loans, Mortgage Lending, Credit, Cross Selling, Mortgage Banking, Banking, Relationship Management, Consumer Lending, Retail Banking, Loan Origination, Small Business Lending, Financial Services, Branch Management, FHA, Refinance, Residential Mortgages, Credit Cards, Lines Of Credit, Sales, Investments, VA loans, Merchant Services, Retirement Planning, FHA financing, New Business Development, Branch Banking, Account Management, Customer Acquisition, Credit Analysis, Credit Risk, Mortgage Underwriting, Cash Management, Risk Management, Insurance, Portfolio Management, Management, Sales Management
Education
Miami University 1996 — 2000
Bachelor of Science (BS), Marketing
New York Community Bancorp, Inc. (NYCB) February 2011 - Present
Wells Fargo February 2008 - January 2011
Wachovia January 2006 - January 2008
Skills
Retail Banking, Credit, Consumer Lending, Small Business Lending, Loans, Cross Selling, Banking, Branch Management, Deposits, Sales, Management, Customer Satisfaction, Insurance, Time Management, Coaching, Commercial Banking, Customer Service
Education
Miami Dade College
Associate of Arts (A.A.), Anthropology
Humana 2015 - Present
Early Learning Coalition of Miami-Dade/Monroe November 2013 - August 2014
Galloway Surgery Center October 2012 - August 2013
Macy's Westfield Mall December 2011 - October 2012
Macy's November 2011 - October 2012
Wells Fargo March 2008 - April 2010
Wachovia / Wells Fargo Bank March 2008 - April 2010
SunTrust Bank September 2006 - March 2008
SunTrust Bank September 2006 - March 2008
Romano's Macaroni Grill November 2002 - August 2007
Skills
Customer Service, Sales, Retail, Microsoft Office, Microsoft Excel, Microsoft Word, Management, Training, Banking, PowerPoint, Retail Banking, Leadership, Public Speaking, Outlook, Team Building, Coaching, Customer Satisfaction, Commercial Banking, Customer Retention, Conflict Resolution, Jewelry, Medicare/Medicaid..., Medicare Savings Program, Low Income Subsidy
Education
Mercer Community
Miami Dade College
Miami Dade Community College
Wells Fargo October 2013 - Present
Sears Home Services March 2011 - April 2012
Skills
Customer Service, Management, Customer Satisfaction, Team Building, Microsoft Office, Leadership, Sales Management, Training, Coaching, Team Leadership, Sales, Operations Management, Account Management, Retail, Retail Banking, Credit, Financial Services
Education
Miami Lakes Educational Center 2009 — 2010
Vocational Certification in HVAC, Heating, Air Conditioning, Ventilation and Refrigeration Maintenance Technology/Technician
Miami Lakes Educational Center 2008 — 2009
Vocational Education, HVAC
Wells Fargo June 2012 - Present
Mothering Across Continents May 2015 - Present
Rotary International November 2014 - November 2014
Wells Fargo July 2012 - April 2013
First Miami Student and Alumni Federal Credit Union 2012 - May 2012
Office of Institutional Relations - Miami University 2012 - May 2012
Miami University March 2012 - March 2012
Kosovalive360 June 2011 - August 2011
Skills
Microsoft Office, Excel, Computer Graphics, International Relations, Food Security, Politics, Research, Microsoft Excel, Fundraising, Financial Analysis, Leadership, Public Speaking, Social Media Strategist, Social Innovation, Policy Writing, Environmental Policy, Analysis, Coaching, Teaching, Government, Spanish, Photography, Interviews, Journalism, Higher Education, Event Planning, Social Media, Social Networking, PowerPoint, Editing, Strategy, Nonprofits, Public Relations, Data Analysis, Social Media Marketing
Education
Miami University 2008 — 2012
BA, Dual Major - Journalism and International Studies with emphasis in Africa and the Balkans Regions
Victoria's Secret Pink July 2014 - Present
Wells Fargo January 2013 - July 2014
MetroPCS October 2008 - December 2013
American Eagle Outfitters September 2011 - October 2013
Skills
Retail, Customer Service, Merchandising, Visual Merchandising, Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Fashion, Sales, Store Management, Social Media Marketing, Event Planning, Photoshop, Time Management, Marketing, Inventory Management, Social Networking, Advertising, Customer Satisfaction, Leadership, Marketing Strategy, Marketing Communications, Sales Management, Online Advertising, Management, Teamwork, Public Relations, Retail Sales, Strategic Planning
Education
Florida National University 2013 — 2013
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Miami Dade College 2008 — 2012
Associate of Arts and Sciences (A.A.S.), English Language and Literature, General
JPMorgan Chase & Co. October 2011 - Present
Wells Fargo February 2010 - October 2011
Woodforest National Bank June 2009 - February 2010
Skills
Banking, Loans, Credit, Retail Banking, Small Business Lending, Loan Origination, Financial Services, Risk Management, Consumer Lending, Finance, Financial Analysis
Education
Miami University
Associate of Arts (A.A.), Social Sciences
Trench Plate Rental Company May 2015 - Present
Efficiency Shoring and Supply May 2014 - May 2015
ALOR Machinery, LLC October 2013 - October 2014
Wells Fargo November 2012 - June 2014
Neff Rental April 2008 - November 2012
HSBC - Beneficial November 2006 - April 2008
Convergys Corp September 2004 - October 2006
Convergys Corp June 2003 - September 2004
Convergys Corp November 2002 - June 2003
Convergys Corp July 2002 - November 2002
Skills
Purchasing, Invoicing, Logistics, Accounts Payable, Negotiation, Vendor Relations, Inventory Management, Contract Negotiation, Forecasting, Sales, Customer Service, Finance, Leadership, New Business Development, Training, Time Management, Sales Operations, Sales Management, Pricing, P, Microsoft Excel, Cold Calling, Analysis, Accounting, Microsoft Office, Account Management, Team Leadership, Customer Satisfaction, Strategic Planning, Marketing Strategy, Management
Education
Miami Dade College
International Relations
Wells Fargo February 2014 - Present
Citi November 2011 - February 2014
Wells Fargo February 2008 - November 2011
IMS - Integrated Medical Systems International, Inc. August 1995 - February 2008
Skills
Outlook, Administrative..., Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Lotus Notes, Spreadsheets, Microsoft Word, Office Management, PeopleSoft, Banking, Office Administration
Education
Miami Dade College
Living Color Aquariums May 2013 - Present
Aliant Payment Systems Inc March 2011 - April 2013
FrontStream Payments March 2010 - October 2011
Wells Fargo August 2007 - February 2008
Enterprise rent-a-car 2000 - 2008
Enterprise Rent-A-Car July 2004 - July 2007
Enterprise Rent-A-Car September 2003 - June 2004
Enterprise Rent-A-Car October 2002 - August 2003
Skills
Theory, Technical..., Food & Wine Pairing, Wine blending, Business Development, Taste, Theory, Sales Management, Business Services, Competitive Analysis, Food, Management, CRM, Wine, Market Development, Marketing Strategy, Strategic Planning, Sales
Education
Miami University 1995 — 2000
Bachelor of Arts (BA), Psychology
Dealertrack Technologies August 2015 - Present
Purolator Inc. June 2012 - May 2015
Wells Fargo 2009 - 2012
Advanced Background Check 2007 - 2008
Skills
CRM, Training, Customer Retention, Salesforce.com, Management, Team Leadership, Operations Management, Account Management, Leadership, Team Building, Customer Service, Logistics, Service Coordination, Transportation, Supply Chain Management
Education
Miami University 1982 — 1986
Bachelor of Arts (B.A.), Organizational Communication, General, 3.4/4.0
Trotwood Madison 1978 — 1982
High School, college prep
Wells Fargo January 2015 - Present
Wells Fargo Advisors January 2012 - December 2014
Green Light Consulting March 2011 - December 2011
Resource Interactive May 2009 - February 2011
Nationwide Financial June 2005 - April 2009
Nationwide Financial June 2000 - May 2005
Nationwide Financial January 1998 - May 2000
Nationwide Financial 1989 - 1998
Skills
Digital Marketing, Digital Strategy, Social Media Marketing, User Experience, Strategic Planning, Competitive Analysis, Leadership, Web Analytics, Social Media, Online Advertising, Cross-functional Team..., Marketing Management, Organic Search, Web Content Management, Mobile Applications, Internet Governance
Education
The Ohio State University - The Max M. Fisher College of Business 1986 — 1988
MBA, International Marketing
University of London 1985 — 1986
Miami University 1981 — 1985
BA, History
De Smet Jesuit High School 1977 — 1981
Wells Fargo February 2015 - Present
Beachbody Live June 2013 - Present
Defense Logistics Agency Human Resources Services, DLA Training March 2013 - February 2015
Defense Logistics Agency Human Resources DLA Training May 2011 - March 2013
Defense Logistics Agency Land and Maritime January 2009 - June 2011
NIJAH Productions May 2007 - January 2009
Skills
Government Contracting, Government Procurement, Security Clearance, Program Management, Policy, Contract Management, Operational Planning, Military Operations, Leadership, Public Speaking, Strategic Planning, Contract Negotiation, Management, Analysis, Team Building, Microsoft Office, Customer Service, Process Improvement, Negotiation, Project Management
Education
DAU 2009 — 2011
DAWAI Level II Certification, Government Contracting
Miami University 2004 — 2007
BA, Mass Communication; Political Science
College of Wooster 2003 — 2004
New York University, Division of Libraries June 2015 - Present
Wells Fargo June 2015 - Present
New York University September 2014 - Present
JPMorgan Chase & Co. January 2015 - May 2015
America Reads September 2014 - February 2015
Cengage Learning June 2014 - August 2014
J.P. Morgan September 2008 - August 2013
U.S. House of Representatives July 2007 - August 2007
Skills
History, Higher Education, Social Media, Nonprofits, Grant Writing, Archives, Management, Marketing, Event Planning, Fundraising, Financial Analysis
Education
Miami University 2004 — 2008
Bachelor's Degree, Political Science and History
New York University
Fifth Third Securities June 2013 - Present
Wells Fargo Advisors July 2012 - May 2013
Wells Fargo Bank September 2009 - July 2012
Wells Fargo September 2009 - February 2011
Skills
Sales Management, Marketing, Sales, Risk Management, Series 7, Series 66
Education
Miami University 2006 — 2009
Bachelor of Business Administration, Finance Business Management and Marketing
Huron High School 2002 — 2006
Wells Fargo 2015 - Present
Calypso Technology December 2013 - November 2014
Mesirow Financial 2012 - 2013
Mesirow Financial 2004 - 2012
Banc One Currency Advisors 1999 - 2003
First Chicago/NBD 1996 - 1999
The Chase Manhattan Bank 1992 - 1996
First National Bank of Chicago 1981 - 1992
Skills
Portfolio Management, Options, FX Options, Trading, Risk Management, Alternative Investments, Derivatives, Hedging, Capital Markets, Foreign Exchange, Currency, Financial Services, Financial Risk, FX, Hedge Funds, Emerging Markets, Structured Products, Strategy, Financial Markets, Bloomberg, Investment Management, Client Service, Foreign Exchange..., FX Derivatives, FX Hedging, FAS 133, Absolute Return, Overlay
Education
Miami University
BA, Political Science, Magna cum Laude
Thunderbird School of Global Management
MBA, International Finance
University of Chicago - Committee on International Relations
MA, International Relations
Wells Fargo Securities January 2011 - Present
Wells Fargo January 2009 - January 2011
Wachovia November 2004 - January 2009
Peoplesoft September 2000 - November 2004
PricewaterhouseCoopers June 1997 - September 2000
Deloitte and Touche June 1995 - June 1997
Skills
Volcker Rule, Swaps Reform, Risk Management, PMP, Integration, Capital Markets, Business Process..., Business Analysis, Program Management, Leadership, Project Management, Project Portfolio...
Education
Miami University 1991 — 1995
B.S., Accountancy / Decision Sciences
TIAA-CREF May 2014 - Present
Wells Fargo June 2013 - May 2014
Wells Fargo January 2010 - June 2013
Wachovia September 2006 - December 2009
Wachovia August 2004 - September 2006
Bank of America December 2002 - August 2004
Accountants on Call/Ajilon Finance 2001 - 2002
Maxim Group 1999 - 2001
James Martin Middle School 1998 - 1999
Skills
AML, Financial Risk, Banking, Bank Secrecy Act, Risk Management, Management, Sarbanes-Oxley Act, CRM, Recruiting, Human Resources, Internal Audit, Auditing, Operational Risk, Governance, Anti Money Laundering, Consulting, Financial Services, Strategic Partnerships
Education
Miami University 1993 — 1998
BS, Education
RBC
Kaiser Permanente November 2006 - Present
Providian Financial/Washington Mutual 1999 - 2006
Wells Fargo 1991 - 1999
First Nationwide Bank 1988 - 1991
Skills
Vendor Management, SDLC, Process Improvement, Business Analysis, Program Management, PeopleSoft, Change Management, Project Management, PMO, PMP, IT Strategy, Business Process..., Project Portfolio..., Integration, Strategic Planning, Healthcare, Business Process, Product Management, Management Consulting, Requirements Analysis, Outsourcing, Requirements Gathering, Visio, SharePoint, Software Project..., Software Documentation, Resource Management, Analysis, Disaster Recovery, ERP, Governance, IT Management, MS Project
Education
Miami University 1980 — 1984
B.S.
SunTrust Bank August 2012 - Present
Wells Fargo April 2011 - August 2012
Wells Fargo December 2009 - April 2011
Wachovia Bank January 2006 - December 2009
Wachovia Bank September 2004 - January 2006
Wachovia Bank July 2002 - September 2004
Skills
Customer Experience, Process Improvement, Data Analysis, Data Reporting, Performance Management, Analytics, Segmentation
Education
Miami University 1998 — 2002
Business, Finance, International Business
Macy's 1998 - Present
Provident Bank June 1997 - June 1998
Bank One 1994 - 1997
Wells Fargo 1990 - 1994
Stanford University June 1980 - June 1988
Education
University of California, Los Angeles - The Anderson School of Management 1988 — 1990
MBA, Marketing
Miami University 1975 — 1979
Bachelor of Philosophy and Interdisciplinary Studies, International Economics
Stanford University
Wells Fargo January 2014 - Present
JPMorgan Chase Bank, NA June 2007 - January 2014
JPMorgan Chase Bank, NA April 2003 - June 2007
Bank One December 2000 - April 2003
Bank One April 1999 - December 2000
Bank One May 1998 - April 1999
Bank One May 1996 - May 1998
Skills
Mortgage Lending, Credit, Financial Analysis, Loans, Portfolio Management, Process Improvement, Financial Services, SDLC, Sourcing, Vendor Management, Asset Management, Banking, Mortgage Banking
Education
Otterbein University 2005 — 2007
MBA
Miami University 1994 — 1998
BS, Organizational Behavior & Human Resource Management
Wells Fargo March 2008 - Present
Ernst & Young 2006 - 2008
Wells Fargo Bank April 2005 - June 2006
KeyBank September 2002 - April 2005
Education
Miami University 1998 — 2002
Wells Fargo Business Systems ConsultantWells Fargo Bank, N.A.1997 - Present
Education
Mills College, Lorry I. Lokey Graduate School of Business 2008 — 2010
MBA
Mills College, Lorry I. Lokey Graduate School of Business 2008 — 2010
MBA
Miami University 1984 — 1988
Wells Fargo July 2013 - Present
Williams-Sonoma, Inc. May 2008 - June 2013
Williams-Sonoma, Inc. November 2005 - April 2008
Williams-Sonoma, Inc. March 2004 - October 2005
Time Life Inc. 1999 - 2004
May Company May 1997 - October 1998
Skills
Database Marketing, Customer Acquisition, Email Marketing, Multi-channel Marketing, Direct Mail, E-commerce, Advertising, Marketing Strategy, Analytics, Online Advertising, Brand Management, Integrated Marketing, Segmentation, Web Analytics, Marketing Communications, Marketing, Management, Strategy, Direct Marketing, Online Marketing, Leadership
Education
San Francisco State University 2004 — 2006
MBA
Miami University 1993 — 1997
Retail
Wells Fargo June 2011 - Present
Wachovia June 2007 - June 2011
Wachovia Bank April 2005 - June 2007
Wachovia January 2003 - April 2005
Wachovia December 1998 - January 2003
First Union 1998 - 2002
Worldwide Chainstore Systems, Inc. 1996 - 1998
Sealand Services Inc. 1995 - 1995
Food Lion 1990 - 1994
Anderson Consulting 1984 - 1990
Skills
Risk Management, Data Analysis, AML, Management, Bank Secrecy Act, Analytics, USA PATRIOT Act, Finance, Team Management, Human Resources, Enterprise Software, Banking
Education
Miami University 1980 — 1984
Bachelor of Science (BS), Production and Operations Management
WorldatWork February 2011 - March 2012
CVS Caremark Corporation October 2009 - February 2011
American Express January 2008 - March 2009
American Express April 2006 - April 2007
Power Properties in Dallas, TX September 2002 - October 2005
Data Processing Resources Corporation September 1998 - December 1999
Wells Fargo September 1995 - February 1997
American Express May 1980 - August 1995
Education
Miami University
Bachelor's degree, Applied Science - Business Curriculum
Wells Fargo Funds Management October 2010 - Present
Wells Fargo Funds Management February 2008 - October 2010
Wells Fargo June 2005 - June 2007
Charles Schwab Corp December 2001 - June 2005
Skills
Product Marketing, Marketing Communications, Financial Services, Series 7, Marketing, Mutual Funds, Investments, Wealth Management
Education
Miami University 1992 — 1996
Wells Fargo May 2014 - Present
Skills
Loan Origination, Finance, Mortgage Lending, FHA, Mortgage Banking, Underwriting, Due Diligence, Investment Properties, Condos, Refinance, Selling
Education
Miami University 1978 — 1987
Wells Fargo February 2015 - Present
Wells Fargo Securities August 2012 - March 2015
Wells Fargo July 2010 - August 2012
Wells Fargo March 2010 - August 2010
Wells Fargo February 2008 - March 2010
Skills
Underwriting, Financial Statement..., Non-profits, Government, Integration, Higher Education, Credit Analysis, Commercial Banking, Relationship Management, Financial Modeling, Financial Analysis, Credit, Loans, Banking, Commercial Lending, Credit Risk, Treasury Management, Business Analysis, Syndications, Financial Regulation
Education
Miami University 2003 — 2007
Bachelor of Science, Finance
Wells Fargo October 2014 - Present
Bank of America September 2012 - September 2014
Bank of America August 2009 - August 2012
ABC-Amega April 2005 - June 2009
Skills
Process Improvement, Project Management, Enterprise Architecture, Customer Service, Change Management, Risk Management, SharePoint, T-SQL, Microsoft SQL Server, .NET, JavaScript, ASP.NET, XML, Analytics, Business Analysis, Databases, Leadership, Analysis, Management, SDLC, Strategy
Education
State University of New York at Buffalo 2003 — 2006
Bachelor of Arts (B.A.), Computer Science
Miami University 1997 — 2001
Computer Systems Analysis
Wells Fargo June 2014 - Present
Bluestem Brands November 2012 - May 2014
Phillips & Cohen Associates January 2010 - November 2012
Alliance One February 2008 - January 2010
GE Money January 1996 - February 2008
KeyBank May 1989 - January 1996
Skills
Credit Cards, Call Centers, Operations Management, Leadership, Risk Management, Outsourcing, Credit, Banking, Credit Risk, Financial Services, BPO, Process Improvement, Call Center, Executive Management, Finance, Vendor Management
Education
Miami University 1983 — 1988
Bachelor of Arts (BA), Economics
Bremer house April 2012 - Present
Wells Fargo August 2006 - April 2012
Wells Fargo August 2005 - August 2006
NYU Stern School of Business July 2004 - April 2005
Banc of America Securities June 2003 - July 2004
University of Chicago Graduate School of Business May 1999 - May 2003
Skills
Financial Analysis, Loans, Credit, Financial Modeling, Financial Services, Risk Management, Strategic Planning, Investments, Finance, Credit Analysis, Leadership, Mergers & Acquisitions, Commercial Banking
Education
Miami University 1990 — 1994
Bachelor of Science, Speech Pathology
The Wellness Center December 1998 - Present
Wells Fargo 1991 - 1999
Skills
Entrepreneurship, Customer Service, Small Business, Public Speaking, Nutrition, Wellness, Sales, Wellness Coaching, Fitness, Facebook, Social Media, Management, Healing, Wellbeing, Marketing, Coaching, Team Building
Education
Miami University 1978 — 1982
BS, Management, minor Music
Wells Fargo March 2007 - Present
Prudential Equity Group May 2006 - March 2007
Education
Miami University 2002 — 2006
Finance
National Staffing Agency March 2013 - Present
Wells Fargo January 2004 - March 2013
Wells Fargo Bank June 2000 - December 2003
Skills
Human Resources, Recruiting, Banking, Relationship Management, Onboarding, Performance Management, Employee Engagement, Project Management, Administrative..., Process Management, Travel Arrangements, Reporting Systems, Meeting Planning, Event Planning
Education
Miami University 1990 — 1995
Bachelor of Arts (BA), English Literature
Peoples Bank Inc June 2012 - Present
WesBanco Bank Inc March 2009 - May 2012
Wells Fargo May 2003 - March 2009
Key Bank 1986 - 2000
Skills
Loans, Credit, Banking, Credit Analysis, Portfolio Management, Mortgage Lending, Credit Risk, Underwriting, Retail Banking, Loan Origination, Risk Management, Mergers, Process Improvement, Coaching, Budgets
Education
Miami University 1979 — 1984
BS in Business, Finance
Greif September 2015 - Present
Abercrombie & Fitch August 2013 - September 2015
Abercrombie & Fitch August 2010 - July 2013
Protiviti June 2009 - August 2009
Fanscape July 2008 - August 2008
Wells Fargo June 2007 - August 2007
Skills
Financial Analysis, Forecasting, Budgets, Real Estate, Accounting, Finance, Lease Audit, Expense Management, Landlord/Tenant Matters, Inventory Management, Inventory Analysis, Inventory Allocation
Education
Miami University 2006 — 2010
Finance, Management Information Systems
American Express May 2007 - Present
Wells Fargo March 1995 - November 2006
Wells Fargo June 1992 - November 2006
Skills
Business Continuity, Information Security, Risk Management, Information Security..., IT Audit, Security, PCI DSS, SDLC, Enterprise Risk..., CISSP, Vendor Management, Disaster Recovery, CISA, Governance, Information Technology, Computer Security, Internal Audit, Vulnerability Assessment, Vulnerability Management, Risk Assessment, ISO 27001, IT Management, IT Strategy, Management
Education
Miami University 1983 — 1987
BA, International Studies/Spanish
Lake Catholic High School 1980 — 1983
HS Diploma, general
Hotwire Communications LLC July 2015 - Present
Wells Fargo November 2012 - August 2013
JPMorgan Chase June 2011 - November 2012
Primerica September 2007 - November 2010
Skills
Retirement Planning, Mortgage Lending, Investments, Mutual Funds, Series 63, Life Insurance, Series 6, Consumer Lending, Retail Banking, Savings, Credit, Loans, Retirement, Customer Service, Finance, Banking, Financial Services, Team Building
Education
Miami Dade College 2008 — 2009
Registered Nursing/Registered Nurse
Wells Fargo Bank, N.A. March 2011 - Present
Wachovia Bank, N.A. October 2009 - March 2011
Wachovia, A Wells Fargo Company 2008 - March 2011
Wells Fargo 2008 - March 2011
Wells Fargo Bank 2008 - March 2011
Wachovia Corporation 1995 - March 2011
Skills
Banking, Change Management, Process Improvement, Program Management, Cross-functional Team..., Vendor Management, Situational Leadership, Team Building, Project Management, Customer Experience, Business Requirements, Performance Management, Risk Management, SDLC, Business Analysis, Mergers & Acquisitions, Leadership, Business Strategy, Executive Management
Education
Miami Dade College 1970 — 1972
Mathmatics; Foreign Language-Spanish
Miami Dade College
Miami Senior High School, Miami Dade College
Wells Fargo March 2013 - Present
Wells Fargo Bank / Wachovia Bank November 2006 - March 2013
Wachovia Bank, A Wells Fargo Company March 2006 - November 2006
U.S. Bank December 1999 - February 2006
Skills
Loans, Portfolio Management, Credit, Commercial Banking, Banking, Mergers & Acquisitions, Capital Markets, Underwriting, Finance, Real Estate, Management, Business Planning, Sales, Commercial Lending, Mortgage Lending, Financial Analysis, Credit Analysis, Financial Services, Commercial Real Estate
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1985 — 1988
MBA, Finance, General
University of Southern California 1978 — 1980
MSEd., Administration/Education
Miami University 1975 — 1978
BS, Biology, Psychology
Wells Fargo SVPNational City Bank1987 - 2002
Education
Miami University
B.S., Finance
Weatherhead School of Management at Case Western Reserve University
M.B.A., Finance
Wells Fargo August 2014 - Present
Wells Fargo Bank February 2007 - Present
Fifth Third Bank July 1993 - February 2007
Skills
Treasury Management, Commercial Lending, Commercial Banking, Cash Management, Banking, Loans, Credit, Portfolio Management, Relationship Management, Credit Analysis, Cross Selling, Consumer Lending, Asset Based Lending, Treasury Services, Small Business Lending
Education
Miami University 1989 — 1993
Bachelor of Arts (BA), Industrial and Organizational Psychology
Miami University 1989 — 1993
Bachelor's degree, Industrial and Organizational Psychology
J.P. Morgan April 2012 - Present
J.P. Morgan May 2011 - April 2012
JPMorgan Chase March 2010 - May 2011
Wells Fargo June 2009 - March 2010
The Miami Student February 2008 - March 2009
Total Quality Logistics May 2008 - August 2008
Skills
Cold Calling, Marketing, Salesforce.com, Financial Analysis, Sales, Account Management, Social Media Marketing, Microsoft Excel, Customer Service, Credit, Social Media, Microsoft Office, Market Research, Leadership
Education
Miami University 2005 — 2009
Bachelor's, Marketing
St. Ursula Academy 2001 — 2005
Wells Fargo Home Mortgage November 2009 - Present
Wells Fargo May 2006 - May 2009
Chrysler January 2006 - May 2006
INDEPENDENT INDEX OPTION TRADER May 1999 - January 2006
Electronic Data Systems January 1994 - May 1999
Electronic Data Systems January 1985 - January 1994
Lawrence Technological University August 1979 - May 1990
General Motors November 1978 - January 1985
Skills
Forecasting, SAS, Credit, Statistical Modeling, Statistics, Credit Risk, Analysis, Data Mining, Data Analysis, Financial Risk, Segmentation, Portfolio Management, Financial Modeling, Risk Management, Predictive Modeling, Analytics, Business Analytics, SAS programming
Education
Miami University 1975 — 1976
M.S., Statistics
University of Missouri-Saint Louis 1971 — 1975
B.A., Mathematics
J.P. Morgan April 2012 - Present
J.P. Morgan May 2011 - April 2012
J.P. Morgan March 2010 - May 2011
Wells Fargo May 2009 - March 2010
Skills
Credit, Credit Analysis, Loans, Mortgage Lending, Credit Risk, Consumer Lending, Commercial Lending, Banking, Loan Origination, Small Business Lending, Lines Of Credit, Commercial Banking, Underwriting, Portfolio Management, Mortgage Banking
Education
Miami University 2005 — 2009
Bachelor of Arts and Science, Marketing
St. Ursula Academy 2001 — 2005
Wells Fargo January 2012 - Present
wells fargo home mortgage 1988 - Present
wells fargo 1988 - Present
Wells Fargo Bank 1988 - Present
Wells Fargo Home Mortgage January 2006 - January 2012
Education
Miami University
BMO Harris Bank November 2008 - Present
Chicago Bancorp 2007 - 2008
Bank of America 2006 - 2007
Wells Fargo 2004 - 2006
Washington Mutual Bank 2002 - 2004
Wyndham Hotel Group 1987 - 1989
Skills
Credit, Customer Service, Loan Origination, Mortgage Banking, Mortgage Lending, Sales, Finance, Loans, New Business Development, Banking, Small Business Lending, Sales Management, Commercial Banking, Relationship Management, Commercial Lending, Credit Analysis, Retail Banking, Financial Services, Underwriting, Credit Risk
Education
Miami University 1982 — 1986
BS, Marketing
Wells Fargo August 2010 - Present
Wells Fargo Securities/ Wachovia Corporation February 2008 - September 2010
Wachovia Bank September 2006 - February 2008
Wachovia Corporation September 2005 - September 2006
Bank of America January 2005 - April 2006
Education
Wake Forest University (Babcock School of Management) 2009 — 2011
Masters, Business Administration
Miami University 2000 — 2004
Bachelor, Finance
Wells Fargo December 2014 - Present
Deutsche Bank September 2013 - August 2014
RBS Global Banking & Markets July 2011 - August 2013
RBS Global Banking & Markets June 2010 - August 2010
Skills
Capital Markets, Bloomberg, Financial Modeling, Microsoft Office, Financial Analysis
Education
Miami University 2007 — 2011
Bachelor's Degree, Finance
KPMG 2011 - Present
Standard & Poor's August 2010 - August 2011
Wells Fargo November 2004 - October 2009
Skills
Financial Modeling, Risk Management, Enterprise Risk..., Corporate Finance, Financial Analysis, Finance, Capital Markets
Education
Miami University 2000 — 2004
Bachelor of Science (BS), Computer Systems Analysis
Wells Fargo December 2011 - Present
Wells Fargo July 2011 - December 2011
Wells Fargo July 2008 - July 2011
Miami University September 2005 - May 2008
L Brands June 2007 - August 2007
Morgan Stanley July 2006 - August 2006
Skills
Accounting, Underwriting, Credit Analysis, Financial Analysis, Loans, Credit, Cash Flow, Excel, Due Diligence, Direct Sales, New Business Development, Client Interfacing, Commercial Lending
Education
Miami University 2004 — 2008
BS, Finance
Upper Arlington High School 2000 — 2004
Bank of America January 2012 - Present
Wells Fargo March 2008 - December 2011
Ernst & Young March 2006 - March 2008
KeyBank August 2002 - February 2006
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations
Education
Miami (OH) University
Bachelor's of Science, Finance
Miami University
Bachelor of Science (B.S.), Finance, General
Jefferies August 2010 - Present
Banco Santander May 2008 - August 2010
Home Essentials & Beyond March 2003 - May 2008
Wells Fargo July 2002 - March 2003
Skills
Portfolio Management, Capital Markets, Fixed Income, Credit Analysis, Financial Analysis, Corporate Finance, Credit Risk, Bloomberg, Commercial Lending, Securities, Banking, Finance, Financial Modeling, Risk Management, Investment Banking, Valuation
Education
Montclair State University 2004 — 2007
Master of Business Administration (MBA), Finance, General
Miami University 1998 — 2002
Bachelor of Science (BS), Accounting and Finance
Wells Fargo January 2013 - Present
Winn Dixie Stores February 2010 - Present
PepsiCo - Frito Lay August 2011 - May 2012
Skills
Computer Repair, Programming, Networking, iPhone Support, iPhone Application..., Computer Hardware, Customer Service, Cashiers, Self Service
Education
Miami Dade College 2009 — 2014
Computer and Information Systems Security/Information Assurance
John A Ferguson High School 2005 — 2009
Allstate Financial Services, LLC September 2014 - Present
State Farm Insurance March 2012 - September 2014
Wells Fargo July 2011 - February 2012
Skills
Insurance, Property, Life Insurance, Fixed Annuities, Commercial Lines, Retirement Planning, Financial Services, Banking, Investments, Mutual Funds, Commercial Insurance, Underwriting
Education
United States Navy 2007 — 2009
Miami International University of Art and Design 2004 — 2006
Cinematography and Film/Video Production
Burlington Township 1999 — 2003
Yelp July 2015 - Present
Wells Fargo October 2014 - May 2015
Wells Fargo March 2014 - September 2014
Skills
Microsoft Excel, Microsoft Office, Research, PowerPoint, Microsoft Word, Time Management, Fundraising, Account Management, Social Media Marketing, Financial Analysis, Marketing, Management, Customer Service, Non-profit Leadership, SharePoint, Salesforce
Education
University of Florida 2006 — 2011
Bachelor of Business Administration (B.B.A.), Economics, 3.8
Miami Dade College 2003 — 2006
Miami Beach Senior High School 2002 — 2006
High School
Wells Fargo December 2010 - Present
Education
Miami Dade College
Wells Fargo March 2009 - Present
Wells Fargo April 2008 - Present
BankAtlanatic May 2007 - March 2009
Education
Miami Dade College
Santander Consumer USA Inc. January 2014 - Present
SAFCo - Southern Auto Finance Company September 2011 - January 2014
Security National Automotive Acceptance Company 2007 - 2011
Wells Fargo 2006 - 2007
Skills
Sales, Direct Sales, Marketing, Sales Process, New Business Development, Business Development, Leadership, Market Analysis
Education
Miami University 2002 — 2006
Bachelor of Science (BS), Finance
Wells Fargo April 2010 - Present
PNC Bank December 2008 - April 2010
Skills
Series 63
Education
Miami University 1983 — 1987
Bachelor of Science (BS), Finance and General Business
Coconut Grove Bank September 2011 - Present
Wells Fargo September 2009 - September 2011
RadioShack June 2006 - January 2009
Education
Miami Dade College 2013 — 2015
Associate of Arts (A.A.), Human Resources Management/Personnel Administration, General