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
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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
Employee
Years
Job
Industry
Michael Vidal, CFP® Michael Vidal, CFP®'s Wells Fargo Experience January 2004 - May 2008
Job Partner, Cornerstone Insurance Services LLC
Industry Financial Services
Experience
Cornerstone Insurance Services LLC October 2012 - Present
The SB Cottages October 2012 - Present
Legal Aid Foundation January 2009 - Present
Wells Fargo Bank March 2008 - November 2012
Wells Fargo January 2004 - May 2008
Skills
Banking, Credit, Mortgage Lending, Commercial Banking, Commercial Lending, Loans, Insurance, Investments, Tax, Estate Planning, Certified Financial..., Employee Benefits, Retirement Planning, Credit Analysis, Small Business Lending, Life Insurance, Retail Banking, Loan Origination, Customer Service, Leadership, Sales, Social Media
Education
New York University 2012 — 2012
Certified Financial Planner Professional Education Program, College of Financial Planning
UCSB 1998 — 2003
Business Economics and Sociology, Economics
Cornerstone Insurance Services LLC October 2012 - Present
The SB Cottages October 2012 - Present
Legal Aid Foundation January 2009 - Present
Wells Fargo Bank March 2008 - November 2012
Wells Fargo January 2004 - May 2008
Skills
Banking, Credit, Mortgage Lending, Commercial Banking, Commercial Lending, Loans, Insurance, Investments, Tax, Estate Planning, Certified Financial..., Employee Benefits, Retirement Planning, Credit Analysis, Small Business Lending, Life Insurance, Retail Banking, Loan Origination, Customer Service, Leadership, Sales, Social Media
Education
New York University 2012 — 2012
Certified Financial Planner Professional Education Program, College of Financial Planning
UCSB 1998 — 2003
Business Economics and Sociology, Economics
Raghurami Reddy Etukuru, MBA, FRM, PRM, CAIA Raghurami Reddy Etukuru, MBA, FRM, PRM, CAIA's Wells Fargo Experience April 2014 - December 2014
Job Sr.Manager Market Risk/FRTB at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2015 - Present
Bank of America February 2015 - May 2015
Wells Fargo April 2014 - December 2014
Bank of America Merrill Lynch March 2013 - March 2014
PNC March 2012 - March 2013
Wells Fargo June 2011 - December 2011
Fitch Ratings 2006 - 2010
Oraco Ventures 2002 - 2006
TMP (Currently known as HUDSON) May 1999 - May 2002
HCL Technologies 1998 - 1999
Skills
Derivatives, Risk Management, Market Risk, Capital Markets, Fixed Income, Basel II, Credit Risk, Business Analysis, Banking, Trading, Investment Banking, Portfolio Management, Hedge Funds, Analytics, Quantitative Analytics, Structured Products, Counterparty Risk, Equity Derivatives, Credit Derivatives, Interest Rate..., Alternative Investments, Change Management, Commodity, Risk Technology, Basel III, Writing
Education
New York Institute of Technology-Old Westbury
MBA, Finance, Risk Management
C-DAC, Bangalore
Post Graduate Diploma in Advanced Computing
Sri Venkateswara University, Tirupati, India
B.Tech, Electronics & Communication Engineering
Credit Suisse June 2015 - Present
Bank of America February 2015 - May 2015
Wells Fargo April 2014 - December 2014
Bank of America Merrill Lynch March 2013 - March 2014
PNC March 2012 - March 2013
Wells Fargo June 2011 - December 2011
Fitch Ratings 2006 - 2010
Oraco Ventures 2002 - 2006
TMP (Currently known as HUDSON) May 1999 - May 2002
HCL Technologies 1998 - 1999
Skills
Derivatives, Risk Management, Market Risk, Capital Markets, Fixed Income, Basel II, Credit Risk, Business Analysis, Banking, Trading, Investment Banking, Portfolio Management, Hedge Funds, Analytics, Quantitative Analytics, Structured Products, Counterparty Risk, Equity Derivatives, Credit Derivatives, Interest Rate..., Alternative Investments, Change Management, Commodity, Risk Technology, Basel III, Writing
Education
New York Institute of Technology-Old Westbury
MBA, Finance, Risk Management
C-DAC, Bangalore
Post Graduate Diploma in Advanced Computing
Sri Venkateswara University, Tirupati, India
B.Tech, Electronics & Communication Engineering
Alex Mojica Alex Mojica's Wells Fargo Experience July 2005 - January 2014
Job Vice President Sr. Wealth Planning Strategist Zions Bank
Industry Financial Services
Experience
Zions Bancorporation January 2014 - Present
Wells Fargo July 2005 - January 2014
The Ayco Company, L.P. September 2001 - July 2005
Skills
Wealth Management, Wealth Management..., Retirement Planning, High Net Worth..., Estate Planning, Insurance, Strategic Financial..., Wealth, Trusts, Leadership, Customer Service, Asset Allocation, Investment Strategies, Personal Financial..., Asset Protection, Estate Tax Planning, Financial Planners, Financial Planning
Education
New York Law School 1998 — 2001
Doctor of Law (J.D.), Estate Planning
Hartwick College 1995 — 1997
Bachelor of Arts (B.A.), American Literature (United States)
Hartwick College 1991 — 1993
Bachelor of Arts (B.A.), American Literature (United States)
Zions Bancorporation January 2014 - Present
Wells Fargo July 2005 - January 2014
The Ayco Company, L.P. September 2001 - July 2005
Skills
Wealth Management, Wealth Management..., Retirement Planning, High Net Worth..., Estate Planning, Insurance, Strategic Financial..., Wealth, Trusts, Leadership, Customer Service, Asset Allocation, Investment Strategies, Personal Financial..., Asset Protection, Estate Tax Planning, Financial Planners, Financial Planning
Education
New York Law School 1998 — 2001
Doctor of Law (J.D.), Estate Planning
Hartwick College 1995 — 1997
Bachelor of Arts (B.A.), American Literature (United States)
Hartwick College 1991 — 1993
Bachelor of Arts (B.A.), American Literature (United States)
Todd A Oden Todd A Oden's Wells Fargo Experience January 2012 - March 2015
Job Mortgage Loan Officer at Cardinal Financial, LP
Industry Construction
Experience
Cardinal Financial, LP March 2015 - Present
Arizona Realty One Group August 1998 - Present
Wells Fargo January 2012 - March 2015
Desert Sunrise Heating and Cooling April 2006 - February 2010
GoDaddy April 2005 - February 2009
Sigma Phi Epsilon August 1992 - July 1997
US Army February 1990 - August 1992
Skills
Environmental Impact..., Sustainability, Environmental..., Water, Sustainable Development, Environmental Science, Renewable Energy, ISO 14001, GIS, ArcGIS, Safety Management..., GPS, Energy, Feasibility Studies, Water Treatment
Education
DWWTC 2012 — 2013
PMP & CompTIA, PMP & Computer Technology
New Mexico State University 1992 — 1997
Environmental Engineering, Environmental Science
Cardinal Financial, LP March 2015 - Present
Arizona Realty One Group August 1998 - Present
Wells Fargo January 2012 - March 2015
Desert Sunrise Heating and Cooling April 2006 - February 2010
GoDaddy April 2005 - February 2009
Sigma Phi Epsilon August 1992 - July 1997
US Army February 1990 - August 1992
Skills
Environmental Impact..., Sustainability, Environmental..., Water, Sustainable Development, Environmental Science, Renewable Energy, ISO 14001, GIS, ArcGIS, Safety Management..., GPS, Energy, Feasibility Studies, Water Treatment
Education
DWWTC 2012 — 2013
PMP & CompTIA, PMP & Computer Technology
New Mexico State University 1992 — 1997
Environmental Engineering, Environmental Science
Jennifer Haskell Jennifer Haskell's Wells Fargo Experience November 2009 - August 2012
Job Credit Analyst at Sullivan, Inc
Industry Outsourcing/Offshoring
Experience
Sullivan, Inc February 2015 - Present
Midco Connections October 2013 - February 2015
Wells Fargo Home Mortgage August 2012 - October 2013
Wells Fargo November 2009 - August 2012
Skills
Outlook, Sales, Communication Skills, Scheduling, Recruiting, Hiring Employees, Business Development, Change Management, Customer Service, Cold Calling, Lead Generation, Training, Marketing, Team Leadership, Retail Banking, Project Management, Compliance, Management, Leadership, Call Centers, Sales Management, B2B, Contract Negotiation, New Business Development, Program Management
Education
University of Phoenix
Bachelor of Science (BS), Business Administration and Management, General
New Mexico State University-Alamogordo
Business Administration and Management, General
Sullivan, Inc February 2015 - Present
Midco Connections October 2013 - February 2015
Wells Fargo Home Mortgage August 2012 - October 2013
Wells Fargo November 2009 - August 2012
Skills
Outlook, Sales, Communication Skills, Scheduling, Recruiting, Hiring Employees, Business Development, Change Management, Customer Service, Cold Calling, Lead Generation, Training, Marketing, Team Leadership, Retail Banking, Project Management, Compliance, Management, Leadership, Call Centers, Sales Management, B2B, Contract Negotiation, New Business Development, Program Management
Education
University of Phoenix
Bachelor of Science (BS), Business Administration and Management, General
New Mexico State University-Alamogordo
Business Administration and Management, General
Mike Davisson Mike Davisson's Wells Fargo Experience September 1997 - February 1998
Job IT Applications Developer 3 at State of New Mexico
Industry Information Technology and Services
Experience
State of New Mexico 2006 - Present
IBM July 1998 - June 2006
Presbyterian Healthcare Services February 1998 - July 1998
Wells Fargo September 1997 - February 1998
MPOWER Solutions September 1996 - September 1997
Education
Morehead Middle School
New Mexico State University
The University of Texas at Austin
State of New Mexico 2006 - Present
IBM July 1998 - June 2006
Presbyterian Healthcare Services February 1998 - July 1998
Wells Fargo September 1997 - February 1998
MPOWER Solutions September 1996 - September 1997
Education
Morehead Middle School
New Mexico State University
The University of Texas at Austin
Nancy Corporon Nancy Corporon's Wells Fargo Experience May 1991 - June 1996
Job Enjoying life in Retirement
Industry Financial Services
Experience
Retirement May 2015 - Present
FPS Services , LLC January 2015 - May 2015
Nexus Financial Services, LLC May 2013 - December 2014
ASPire Financial Services, LLC May 2012 - February 2013
ASPire Financial Services, LLC September 2011 - April 2012
Nancy Corporon, REALTOR April 2005 - September 2011
The Corporon Company October 1996 - March 2003
Wells Fargo May 1991 - June 1996
American Express June 1987 - December 1990
Management Practice Consulting Partners, Inc. October 1985 - May 1987
Skills
Financial Services, Retirement, Investments, Strategic Planning, Retirement Planning, Team Building, Competitive Analysis, Marketing Strategy, Microsoft Excel, Outlook, Customer Service, Sales, Product Development, PowerPoint, Program Management, Management, Product Management, Real Estate, Marketing, Strategy, Training, Entrepreneurship, Leadership, Selling, Analysis, Employee Benefits, Finance, Direct Marketing, Mutual Funds, Insurance
Education
New York University 1980 — 1985
MBA, Management
Oklahoma City University 1968 — 1971
BM, French horn performance
Retirement May 2015 - Present
FPS Services , LLC January 2015 - May 2015
Nexus Financial Services, LLC May 2013 - December 2014
ASPire Financial Services, LLC May 2012 - February 2013
ASPire Financial Services, LLC September 2011 - April 2012
Nancy Corporon, REALTOR April 2005 - September 2011
The Corporon Company October 1996 - March 2003
Wells Fargo May 1991 - June 1996
American Express June 1987 - December 1990
Management Practice Consulting Partners, Inc. October 1985 - May 1987
Skills
Financial Services, Retirement, Investments, Strategic Planning, Retirement Planning, Team Building, Competitive Analysis, Marketing Strategy, Microsoft Excel, Outlook, Customer Service, Sales, Product Development, PowerPoint, Program Management, Management, Product Management, Real Estate, Marketing, Strategy, Training, Entrepreneurship, Leadership, Selling, Analysis, Employee Benefits, Finance, Direct Marketing, Mutual Funds, Insurance
Education
New York University 1980 — 1985
MBA, Management
Oklahoma City University 1968 — 1971
BM, French horn performance
John LoGuercio John LoGuercio's Wells Fargo Experience July 2012 - June 2014
Job Sales Supervisor at Direct Energy Business Services
Industry Banking
Experience
Direct Energy Business Services October 2014 - Present
Wells Fargo July 2012 - June 2014
Wells Fargo August 2010 - July 2012
Wells Fargo February 2005 - July 2010
Wells Fargo September 2003 - February 2005
Wells Fargo (Talent Tree) March 2003 - September 2003
Ameriquest Mortgage August 2002 - March 2003
Ameriquest Mortgage August 2002 - March 2003
NuMex Industries January 1997 - April 2000
Field of Dreams July 1998 - March 2000
Skills
Loans, Mortgage Lending, Call Centers, Financial Services, Banking, Sales, Training, Credit, Underwriting, Analysis, Cold Calling, Finance, Loan Origination, Sales Management, Management, Strategy, Mortgage Banking, Lines Of Credit, Consumer Lending, Relationship Management, Cross Selling, Refinance, Coaching, Loss Mitigation, Mortgage, Collections, Inside Sales, Credit Analysis, Risk Management, Credit Risk, Retail Banking, Financial Risk, Commercial Lending, Credit Cards, Customer Experience, Commercial Banking, Commercial Mortgages, Financial Analysis, Process Improvement, CRM, Recruiting, Home Equity Loans, Operational Risk..., Team Building, Employee Training, Talent Acquisition, Residential Mortgages, Small Business Lending, Loan Servicing, Performance Management
Education
University of Phoenix 2014 — 2016
Bachelor's Degree, Bachelor's of Science in Business Management, 3.7
New Mexico State University 1993 — 1996
Cibola High School
Direct Energy Business Services October 2014 - Present
Wells Fargo July 2012 - June 2014
Wells Fargo August 2010 - July 2012
Wells Fargo February 2005 - July 2010
Wells Fargo September 2003 - February 2005
Wells Fargo (Talent Tree) March 2003 - September 2003
Ameriquest Mortgage August 2002 - March 2003
Ameriquest Mortgage August 2002 - March 2003
NuMex Industries January 1997 - April 2000
Field of Dreams July 1998 - March 2000
Skills
Loans, Mortgage Lending, Call Centers, Financial Services, Banking, Sales, Training, Credit, Underwriting, Analysis, Cold Calling, Finance, Loan Origination, Sales Management, Management, Strategy, Mortgage Banking, Lines Of Credit, Consumer Lending, Relationship Management, Cross Selling, Refinance, Coaching, Loss Mitigation, Mortgage, Collections, Inside Sales, Credit Analysis, Risk Management, Credit Risk, Retail Banking, Financial Risk, Commercial Lending, Credit Cards, Customer Experience, Commercial Banking, Commercial Mortgages, Financial Analysis, Process Improvement, CRM, Recruiting, Home Equity Loans, Operational Risk..., Team Building, Employee Training, Talent Acquisition, Residential Mortgages, Small Business Lending, Loan Servicing, Performance Management
Education
University of Phoenix 2014 — 2016
Bachelor's Degree, Bachelor's of Science in Business Management, 3.7
New Mexico State University 1993 — 1996
Cibola High School
Cherry Ann Elie's Wells Fargo Experience September 2015 - Present
Job Interaudi bank
Industry Accounting
Experience
Wells Fargo September 2015 - Present
Interaudi Bank August 2007 - Present
North Fork Bank October 2002 - November 2006
North Fork Bank October 2002 - November 2006
Skills
Banking, Customer Service, Deposits, Branch Banking, Budgets, Risk Management, Financial Analysis, Operations Management, Real Estate, Cash Management, Team Building, Loans, Credit, Commercial Banking, Credit Analysis, Retail Banking, Finance, Microsoft Office, Portfolio Management
Education
New York University 2006 — 2007
Accounting
Wells Fargo September 2015 - Present
Interaudi Bank August 2007 - Present
North Fork Bank October 2002 - November 2006
North Fork Bank October 2002 - November 2006
Skills
Banking, Customer Service, Deposits, Branch Banking, Budgets, Risk Management, Financial Analysis, Operations Management, Real Estate, Cash Management, Team Building, Loans, Credit, Commercial Banking, Credit Analysis, Retail Banking, Finance, Microsoft Office, Portfolio Management
Education
New York University 2006 — 2007
Accounting
Jessica Ong Jessica Ong's Wells Fargo Experience September 2012 - Present
Job AVP, Communications Consultant, Wells Fargo/Wells Fargo Securities
Industry Public Relations and Communications
Experience
Wells Fargo September 2012 - Present
Skills
Public Relations, Media Relations, Corporate Communications, Insurance, Strategic Communications, Crisis Communications, Marketing Communications, Press Releases, Writing, Issues Management, Internal Communications, Project Management, Strategic Planning, Event Planning, Newsletters, Speech Writing, Project Planning, Communications Planning, Communication Training, Message Development, Reputation Management, Copywriting, Editing, Publicity, Content Development, Integrated Marketing, Web Content Management
Education
New York University 1996 — 2000
B.A.
Wells Fargo September 2012 - Present
Skills
Public Relations, Media Relations, Corporate Communications, Insurance, Strategic Communications, Crisis Communications, Marketing Communications, Press Releases, Writing, Issues Management, Internal Communications, Project Management, Strategic Planning, Event Planning, Newsletters, Speech Writing, Project Planning, Communications Planning, Communication Training, Message Development, Reputation Management, Copywriting, Editing, Publicity, Content Development, Integrated Marketing, Web Content Management
Education
New York University 1996 — 2000
B.A.
Jennifer Galindo's Wells Fargo Experience January 2003 - January 2010
Job Office Manager at ROC Service Company LLC
Industry Oil & Energy
Experience
ROC Service Company LLC January 2014 - Present
PLH Group, Inc. TESSCO January 2013 - January 2014
Bird Electric January 2012 - January 2013
Carlsbad National Bank January 2010 - May 2012
Wells Fargo January 2003 - January 2010
Skills
Customer Service, Management, Microsoft Office, Outlook, Banking, Microsoft Word, Finance, Sales, Credit, Microsoft Excel, Administrative..., Accounting, Data Entry, Time Management, Gas, Petroleum, Supervisory Skills, Oil & Gas, Project Planning, Energy
Education
New Mexico State University
Pre-Nursing Studies
ROC Service Company LLC January 2014 - Present
PLH Group, Inc. TESSCO January 2013 - January 2014
Bird Electric January 2012 - January 2013
Carlsbad National Bank January 2010 - May 2012
Wells Fargo January 2003 - January 2010
Skills
Customer Service, Management, Microsoft Office, Outlook, Banking, Microsoft Word, Finance, Sales, Credit, Microsoft Excel, Administrative..., Accounting, Data Entry, Time Management, Gas, Petroleum, Supervisory Skills, Oil & Gas, Project Planning, Energy
Education
New Mexico State University
Pre-Nursing Studies
Stephen O'Flaherty Stephen O'Flaherty's Wells Fargo Experience January 2005 - October 2011
Job BRANCH MANAGER
Industry Financial Services
Experience
Citi October 2011 - Present
Wells Fargo January 2005 - October 2011
Starbucks June 1999 - January 2005
Skills
Coaching, Management, Sales Management, P & L Ownership, Banking, Customer Service, Financial Analysis, Inventory Control, P&L Management, Retail, Team Building, Budgets, Forecasting, Leadership, Sales, Performance Management
Education
New York Institute of Technology-Old Westbury 1992 — 1994
Some College, Business Administration, Management and Operations
Citi October 2011 - Present
Wells Fargo January 2005 - October 2011
Starbucks June 1999 - January 2005
Skills
Coaching, Management, Sales Management, P & L Ownership, Banking, Customer Service, Financial Analysis, Inventory Control, P&L Management, Retail, Team Building, Budgets, Forecasting, Leadership, Sales, Performance Management
Education
New York Institute of Technology-Old Westbury 1992 — 1994
Some College, Business Administration, Management and Operations
Jennifer Clemons Jennifer Clemons's Wells Fargo Experience March 2010 - March 2013
Job Mortgage Banker at Atlantic Bay Mortgage Group
Industry Banking
Experience
Atlantic Bay Mortgage Group March 2013 - Present
Wells Fargo March 2010 - March 2013
Beneficial July 2001 - April 2009
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, Refinance, Loans, Credit, FHA, FHA financing, VA loans, Residential Mortgages, USDA, Credit Analysis, Banking, Consumer Lending, First Time Home Buyers, Home Equity Loans, Finance, Sales, Financial Services, Leadership, Recruiting, Referrals, Team Building, Real Estate Transactions, Coaching, Residential Homes, Real Estate
Education
Fort Chiswell High School 1991 — 1996
New River Community College
Atlantic Bay Mortgage Group March 2013 - Present
Wells Fargo March 2010 - March 2013
Beneficial July 2001 - April 2009
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, Refinance, Loans, Credit, FHA, FHA financing, VA loans, Residential Mortgages, USDA, Credit Analysis, Banking, Consumer Lending, First Time Home Buyers, Home Equity Loans, Finance, Sales, Financial Services, Leadership, Recruiting, Referrals, Team Building, Real Estate Transactions, Coaching, Residential Homes, Real Estate
Education
Fort Chiswell High School 1991 — 1996
New River Community College
Cathy Simpson, CSP, CSM, PMP's Wells Fargo Experience April 2011 - October 2011
Job Agile Trainer and Coach at Agile Learning Labs
Industry Information Technology and Services
Experience
Agile Learning Labs August 2014 - Present
Nisum Technologies December 2013 - August 2014
Visa November 2011 - November 2013
Wells Fargo April 2011 - October 2011
Backbase January 2011 - April 2011
Blue Shield of California August 2009 - August 2010
Compuware May 2006 - April 2009
Cornerstones of Trust February 2006 - June 2006
Estee Lauder Inc. July 2005 - January 2006
Landmark Education February 2002 - July 2005
Skills
Software Implementation, Team Building, Business Process Design, Matrix Management, Scrum, Problem Solving, Agile Project Management, PMP, Software Project..., Certified Scrum Master..., ITIL, Program Management, Coaching, Mentoring, Agile, Change Management, PMI, Budgeting, PMO, Process Improvement, BPMN, Project Portfolio..., Planning, Team Leadership, Cross-functional Team..., Requirements Gathering, MS Project, Business Analysis, PMBOK, Start-ups, Conflict Resolution, Project Management, Training, Enterprise Software, Leadership, Software Documentation, SDLC, Budgets, Agile Methodologies, XML, Project Planning, Vendor Management, Quality Assurance, IT Strategy, Management Consulting, Testing
Education
New York University
Computer Learning Center 1993 — 1993
Certificate
San Francisco State University
BA
Agile Learning Labs August 2014 - Present
Nisum Technologies December 2013 - August 2014
Visa November 2011 - November 2013
Wells Fargo April 2011 - October 2011
Backbase January 2011 - April 2011
Blue Shield of California August 2009 - August 2010
Compuware May 2006 - April 2009
Cornerstones of Trust February 2006 - June 2006
Estee Lauder Inc. July 2005 - January 2006
Landmark Education February 2002 - July 2005
Skills
Software Implementation, Team Building, Business Process Design, Matrix Management, Scrum, Problem Solving, Agile Project Management, PMP, Software Project..., Certified Scrum Master..., ITIL, Program Management, Coaching, Mentoring, Agile, Change Management, PMI, Budgeting, PMO, Process Improvement, BPMN, Project Portfolio..., Planning, Team Leadership, Cross-functional Team..., Requirements Gathering, MS Project, Business Analysis, PMBOK, Start-ups, Conflict Resolution, Project Management, Training, Enterprise Software, Leadership, Software Documentation, SDLC, Budgets, Agile Methodologies, XML, Project Planning, Vendor Management, Quality Assurance, IT Strategy, Management Consulting, Testing
Education
New York University
Computer Learning Center 1993 — 1993
Certificate
San Francisco State University
BA
Chris Arnst Chris Arnst's Wells Fargo Experience March 2011 - Present
Job
Industry Financial Services
Experience
Wells Fargo March 2011 - Present
Wells Fargo June 2010 - July 2012
Wells Fargo November 2007 - March 2011
Wells Fargo October 2005 - November 2007
Minnesota Daily September 2004 - December 2005
Marketing Midwest, Inc. July 2005 - August 2005
Clear Channel Communications June 2004 - August 2004
Skills
Email Marketing, Public Relations, Advertising, Newsletters, Direct Marketing, Marketing, Marketing Communications, Social Media, Social Media Marketing, Marketing Strategy, Strategic Communications
Education
University of Minnesota-Twin Cities 2002 — 2006
Bachelor of Arts
New York University 2010 — 2010
Continuing education
Wells Fargo March 2011 - Present
Wells Fargo June 2010 - July 2012
Wells Fargo November 2007 - March 2011
Wells Fargo October 2005 - November 2007
Minnesota Daily September 2004 - December 2005
Marketing Midwest, Inc. July 2005 - August 2005
Clear Channel Communications June 2004 - August 2004
Skills
Email Marketing, Public Relations, Advertising, Newsletters, Direct Marketing, Marketing, Marketing Communications, Social Media, Social Media Marketing, Marketing Strategy, Strategic Communications
Education
University of Minnesota-Twin Cities 2002 — 2006
Bachelor of Arts
New York University 2010 — 2010
Continuing education
Jay Thomas's Wells Fargo Experience July 2005 - July 2007
Job Business(Lender) Development Manager/Project Manager at DealerTrack Technologies
Industry Information Technology and Services
Experience
Dealertrack Technologies July 2007 - Present
Wells Fargo July 2005 - July 2007
LendAmerica September 2004 - July 2007
Skills
Software Implementation, Waterfall, Software Project..., Requirements Analysis, Agile Project Management, Data Extraction, Oracle SQL, Portfolio Management, Sales Management, System Testing, PeopleSoft, Project Portfolio..., Third Party Vendor..., Salesforce.com, Project Coordination, Business Relationship..., Business Development, Project Management, Change Management, Testing, Business Analysis, Leadership, Team Building, Quality Assurance, Test Planning, Troubleshooting, XML, Analysis, Sales, Loans, JavaScript, Account Management, Solution Selling, Integration, CRM, Process Improvement, Business Process..., Training, Time Management, Relationship Management, Negotiation, SharePoint, Agile, Hands-on Training, Vendor Management, Visio, Team Leadership, Business Strategy, Requirements Gathering, Customer Satisfaction
Education
Boston University 2012 — 2013
Project Management, PMP
New York Institute of Technology-Old Westbury
Bachelor of Business Administration (BBA), Management Information Systems and Services
Dealertrack Technologies July 2007 - Present
Wells Fargo July 2005 - July 2007
LendAmerica September 2004 - July 2007
Skills
Software Implementation, Waterfall, Software Project..., Requirements Analysis, Agile Project Management, Data Extraction, Oracle SQL, Portfolio Management, Sales Management, System Testing, PeopleSoft, Project Portfolio..., Third Party Vendor..., Salesforce.com, Project Coordination, Business Relationship..., Business Development, Project Management, Change Management, Testing, Business Analysis, Leadership, Team Building, Quality Assurance, Test Planning, Troubleshooting, XML, Analysis, Sales, Loans, JavaScript, Account Management, Solution Selling, Integration, CRM, Process Improvement, Business Process..., Training, Time Management, Relationship Management, Negotiation, SharePoint, Agile, Hands-on Training, Vendor Management, Visio, Team Leadership, Business Strategy, Requirements Gathering, Customer Satisfaction
Education
Boston University 2012 — 2013
Project Management, PMP
New York Institute of Technology-Old Westbury
Bachelor of Business Administration (BBA), Management Information Systems and Services
Thomas Shrader Thomas Shrader's Wells Fargo Experience January 2011 - August 2011
Job Business Development
Industry Financial Services
Experience
Shamrock Asset Management, LLC July 2012 - September 2015
Chase December 2011 - June 2012
Wells Fargo January 2011 - August 2011
Fidelity Investments July 2006 - December 2010
Ameriprise Financial Services, Inc. January 2005 - June 2006
Education
New Mexico State University 1994 — 1998
Bachelor of Arts (BA), Marketing
Slippery Rock University of Pennsylvania 1992 — 1994
Undergraduate studies in Environmental Science
Shamrock Asset Management, LLC July 2012 - September 2015
Chase December 2011 - June 2012
Wells Fargo January 2011 - August 2011
Fidelity Investments July 2006 - December 2010
Ameriprise Financial Services, Inc. January 2005 - June 2006
Education
New Mexico State University 1994 — 1998
Bachelor of Arts (BA), Marketing
Slippery Rock University of Pennsylvania 1992 — 1994
Undergraduate studies in Environmental Science
Dayna Denton-Ellis Dayna Denton-Ellis's Wells Fargo Experience August 2013 - Present
Job Financial Crimes Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2013 - Present
Wells Fargo June 2012 - August 2013
Wells Fargo 2010 - 2012
Wells Fargo Financial 2008 - 2010
Skills
Staff Development, Training, Process Improvement, Leadership, Business Analysis, Call Center, Consumer Lending, Series 7, Project Management, Loans, Customer Service, Banking, Financial Services, Risk Management, Credit, Mortgage Lending, Insurance
Education
New York Institute of Technology 2003 — 2004
MA, Communication Arts
University of North Carolina at Charlotte 1997 — 2002
BA, Communication Studies
Wells Fargo August 2013 - Present
Wells Fargo June 2012 - August 2013
Wells Fargo 2010 - 2012
Wells Fargo Financial 2008 - 2010
Skills
Staff Development, Training, Process Improvement, Leadership, Business Analysis, Call Center, Consumer Lending, Series 7, Project Management, Loans, Customer Service, Banking, Financial Services, Risk Management, Credit, Mortgage Lending, Insurance
Education
New York Institute of Technology 2003 — 2004
MA, Communication Arts
University of North Carolina at Charlotte 1997 — 2002
BA, Communication Studies
Richard Randy Lee Richard Randy Lee's Wells Fargo Experience 1997 - 1999
Job Owner / Operator at Vialgari, LLC
Industry Restaurants
Experience
Vialgari, LLC / DBA Francisca Apartments September 2011 - Present
Hillstone Restaurant Group November 2007 - Present
The Texas Club January 2005 - November 2007
K-Bobs Steakhouse December 2002 - November 2007
Ishmael, Fox and Rasansky 2000 - 2002
Enterra Settlement Services 1999 - 2000
Wells Fargo 1997 - 1999
Skills
Restaurant Management, Restaurants, Food & Beverage, Customer Service, Microsoft Office, Menu Development, Fine Dining, Hospitality, Food Service, Bank Management, Rental Real Estate, Real Estate Development, Customer Satisfaction, Inventory Management, Sales, Catering, Food, Hospitality Management
Education
New Mexico State University 1988 — 1992
Bachelor of Business Administration (BBA), Marketing
Vialgari, LLC / DBA Francisca Apartments September 2011 - Present
Hillstone Restaurant Group November 2007 - Present
The Texas Club January 2005 - November 2007
K-Bobs Steakhouse December 2002 - November 2007
Ishmael, Fox and Rasansky 2000 - 2002
Enterra Settlement Services 1999 - 2000
Wells Fargo 1997 - 1999
Skills
Restaurant Management, Restaurants, Food & Beverage, Customer Service, Microsoft Office, Menu Development, Fine Dining, Hospitality, Food Service, Bank Management, Rental Real Estate, Real Estate Development, Customer Satisfaction, Inventory Management, Sales, Catering, Food, Hospitality Management
Education
New Mexico State University 1988 — 1992
Bachelor of Business Administration (BBA), Marketing
James Mikkelsen James Mikkelsen's Wells Fargo Experience August 1996 - June 1997
Job Purchasing Manager
Industry Entertainment
Experience
None January 2012 - Present
Wolf Creek Sanctuary April 2010 - Present
Terry Hines & Associates October 1999 - January 2009
Teledyne Microelectronic Technologies June 1997 - October 1999
Wells Fargo August 1996 - June 1997
Life Benefactors, Viatical Settlements LLC September 1995 - June 1996
Sutter Medical Manufacturing Corp. January 1995 - September 1995
Martin Marietta / General Dynamics Space Systems May 1986 - December 1994
Skills
Contract Negotiation, Contract Management, Consistent achievement..., Negotiating and..., Developing/maintaining..., Effectively..., Excellent..., Budgets allocation and..., Pricing Negotiations, Ethical sourcing/buying, Negotiation
Education
The University of New Mexico 1983 — 1985
Bachelor's degree, Economics, 3.0
New Mexico State University 1981 — 1983
N/A, Business Administration
None January 2012 - Present
Wolf Creek Sanctuary April 2010 - Present
Terry Hines & Associates October 1999 - January 2009
Teledyne Microelectronic Technologies June 1997 - October 1999
Wells Fargo August 1996 - June 1997
Life Benefactors, Viatical Settlements LLC September 1995 - June 1996
Sutter Medical Manufacturing Corp. January 1995 - September 1995
Martin Marietta / General Dynamics Space Systems May 1986 - December 1994
Skills
Contract Negotiation, Contract Management, Consistent achievement..., Negotiating and..., Developing/maintaining..., Effectively..., Excellent..., Budgets allocation and..., Pricing Negotiations, Ethical sourcing/buying, Negotiation
Education
The University of New Mexico 1983 — 1985
Bachelor's degree, Economics, 3.0
New Mexico State University 1981 — 1983
N/A, Business Administration
Carole DeFazio Carole DeFazio's Wells Fargo Experience June 2003 - Present
Job Owner at LAM Prdouctions
Industry Entertainment
Experience
LAM Prdouctions March 2003 - Present
Wells Fargo June 2003 - Present
Laugh-A-Minute Productions February 1999 - March 2003
Skills
Banking, Market Research, Financial Analysis, Video Production, Modeling, Model Management, Tickle Torture...
Education
New York University
Master's degree, Finance and Financial Management Services
Stony Brook University
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
LAM Prdouctions March 2003 - Present
Wells Fargo June 2003 - Present
Laugh-A-Minute Productions February 1999 - March 2003
Skills
Banking, Market Research, Financial Analysis, Video Production, Modeling, Model Management, Tickle Torture...
Education
New York University
Master's degree, Finance and Financial Management Services
Stony Brook University
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Sara McKinney Sara McKinney's Wells Fargo Experience December 1995 - July 2005
Job Vice President Branch Manager
Industry Banking
Experience
Kirtland Federal Credit Union October 2013 - Present
BBVA Compass June 2012 - October 2013
BBVA Compass March 2011 - August 2012
Lincoln College of Technology July 2008 - September 2009
Horace Mann August 2005 - July 2008
Wells Fargo December 1995 - July 2005
Skills
Mortgage Lending, Credit, Banking, Leadership, Business Development, Small Business Lending, Consumer Lending, Loans, Commercial Lending, Retail Banking, Commercial Banking, Credit Analysis, Loan Origination, Cross Selling, Sales Management, Sales, Mortgage Banking, Relationship Management, Series 6, Series 63, Branch Management, Coaching, Home Equity Lines of..., Private Banking, Life Insurance
Education
The University of New Mexico 1991 — 1997
Bachelor of Arts, Psychology
New Mexico State University 1988 — 1991
Bachelor of Arts (B.A.), Psychology
Kirtland Federal Credit Union October 2013 - Present
BBVA Compass June 2012 - October 2013
BBVA Compass March 2011 - August 2012
Lincoln College of Technology July 2008 - September 2009
Horace Mann August 2005 - July 2008
Wells Fargo December 1995 - July 2005
Skills
Mortgage Lending, Credit, Banking, Leadership, Business Development, Small Business Lending, Consumer Lending, Loans, Commercial Lending, Retail Banking, Commercial Banking, Credit Analysis, Loan Origination, Cross Selling, Sales Management, Sales, Mortgage Banking, Relationship Management, Series 6, Series 63, Branch Management, Coaching, Home Equity Lines of..., Private Banking, Life Insurance
Education
The University of New Mexico 1991 — 1997
Bachelor of Arts, Psychology
New Mexico State University 1988 — 1991
Bachelor of Arts (B.A.), Psychology
Nathan Bezner Nathan Bezner's Wells Fargo Experience October 2013 - Present
Job Application System Developer 5 at Wells Fargo
Industry Motion Pictures and Film
Experience
Wells Fargo October 2013 - Present
Nightowl Pictures April 1997 - May 2015
Wells Fargo March 2008 - October 2013
WTVI July 2009 - August 2009
Digital Media Communications November 2006 - February 2008
ADV Films June 2003 - July 2003
Charlotte Reperatory Theatre March 2001 - March 2002
Skills
Motion Graphics, Film Production, Film Editing, Post Production, Compositing, Videography, Cinematography, Rotoscoping, Film, Broadcast, After Effects, Video, Commercials
Education
University of North Carolina at Charlotte 2000 — 2002
Film, Philosophy
Pratt Institute 1999 — 2000
Film, Photography
New York Film Academy 1998 — 1999
Post Production, Production
Wells Fargo October 2013 - Present
Nightowl Pictures April 1997 - May 2015
Wells Fargo March 2008 - October 2013
WTVI July 2009 - August 2009
Digital Media Communications November 2006 - February 2008
ADV Films June 2003 - July 2003
Charlotte Reperatory Theatre March 2001 - March 2002
Skills
Motion Graphics, Film Production, Film Editing, Post Production, Compositing, Videography, Cinematography, Rotoscoping, Film, Broadcast, After Effects, Video, Commercials
Education
University of North Carolina at Charlotte 2000 — 2002
Film, Philosophy
Pratt Institute 1999 — 2000
Film, Photography
New York Film Academy 1998 — 1999
Post Production, Production
Jordan Vigil Jordan Vigil's Wells Fargo Experience July 2014 - Present
Job Analyst, Residential Valuation Services at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2014 - Present
Wells Fargo March 2013 - July 2014
Stratagonline March 2011 - March 2013
GameStop 2009 - 2011
Hastings Entertainment 2008 - 2009
GameStop 2004 - 2006
Skills
Web Development, Content Creation, Partnership Development, Wordpress, HTML + CSS, Feature Writing, Video Editing, Video Production, Management, Word, Excel, Internet Research, Web Design, Content Strategy
Education
New Mexico State University 2003 — 2009
Bachelor, Business Administration; Finance
Wells Fargo July 2014 - Present
Wells Fargo March 2013 - July 2014
Stratagonline March 2011 - March 2013
GameStop 2009 - 2011
Hastings Entertainment 2008 - 2009
GameStop 2004 - 2006
Skills
Web Development, Content Creation, Partnership Development, Wordpress, HTML + CSS, Feature Writing, Video Editing, Video Production, Management, Word, Excel, Internet Research, Web Design, Content Strategy
Education
New Mexico State University 2003 — 2009
Bachelor, Business Administration; Finance
Anayeli Perez Anayeli Perez's Wells Fargo Experience 2012 - 2014
Job Music Business Graduate Student at NYU Steinhardt
Industry Music
Experience
Musonomics 2015 - Present
Wells Fargo 2012 - 2014
Wireless Advocates 2011 - 2012
Education
New York University 2014 — 2016
Master of Arts (M.A.), Music Business
University of La Verne 2010 — 2014
Bachelor of Arts (B.A.), Music
Musonomics 2015 - Present
Wells Fargo 2012 - 2014
Wireless Advocates 2011 - 2012
Education
New York University 2014 — 2016
Master of Arts (M.A.), Music Business
University of La Verne 2010 — 2014
Bachelor of Arts (B.A.), Music
Trenton Guthrie Trenton Guthrie's Wells Fargo Experience January 2015 - July 2015
Job Banking Professional
Industry Banking
Experience
Wells Fargo January 2015 - July 2015
Clackamas County November 2013 - September 2014
Wells Fargo Home Mortgage May 2013 - June 2013
First Tech Federal Credit Union December 2012 - April 2013
First American Bank 2011 - 2012
First American Bank June 2010 - August 2010
Webb Ranches April 2000 - August 2009
Webb Oil Co. Roustabout/Pulling unit crew-member January 1999 - January 2004
Skills
Economics, Finance, Microsoft Excel, Banking, Loans, Leadership, Accounting, Credit Analysis, Time Management, Credit, Financial Analysis, Risk Management, Investments, Financial Modeling, Retail Banking, Corporate Finance, Strategic Financial..., Portfolio Management
Education
New Mexico State University 2005 — 2010
Master of Arts (MA), Economics
New Mexico State University
Bachelors Degree, Economics
New Mexico State University
Bachelors Degree, Finance
New Mexico State University
Minor, Banking
Wells Fargo January 2015 - July 2015
Clackamas County November 2013 - September 2014
Wells Fargo Home Mortgage May 2013 - June 2013
First Tech Federal Credit Union December 2012 - April 2013
First American Bank 2011 - 2012
First American Bank June 2010 - August 2010
Webb Ranches April 2000 - August 2009
Webb Oil Co. Roustabout/Pulling unit crew-member January 1999 - January 2004
Skills
Economics, Finance, Microsoft Excel, Banking, Loans, Leadership, Accounting, Credit Analysis, Time Management, Credit, Financial Analysis, Risk Management, Investments, Financial Modeling, Retail Banking, Corporate Finance, Strategic Financial..., Portfolio Management
Education
New Mexico State University 2005 — 2010
Master of Arts (MA), Economics
New Mexico State University
Bachelors Degree, Economics
New Mexico State University
Bachelors Degree, Finance
New Mexico State University
Minor, Banking
Bill Percoco's Wells Fargo Experience June 2012 - January 2014
Job IT Project Manager at Bank of America Shared Services Production Mgmt. (SSPM). Contract via Queen Assoc.
Industry Information Technology and Services
Experience
Bank of America (on contract via Queen Assoc.) June 2014 - June 2015
Wells Fargo June 2012 - January 2014
Wells Fargo Bank June 2010 - June 2012
Wachovia, A Wells Fargo Company December 2007 - October 2009
Wachovia Securities, LLC April 2002 - December 2007
Wachovia Securities, LLC August 1999 - April 2002
Wachovia Securities, LLC September 1997 - August 1999
Interstate-Johnson-Lane a Wachovia Company July 1996 - September 1997
Alternative Resources Corporation April 1996 - July 1996
Verizon Wireless November 1993 - January 1996
Skills
Data Center, PMP, Vendor Management, Business Analysis, Process Improvement, Requirements Analysis, SharePoint, Servers, Troubleshooting, Project Management, Management, Visio, Networking, Technical Support, Databases, Disaster Recovery, Testing, Technology Management, Infrastructure, Enterprise Software, Research, Integration, Operating Systems, Citrix, Access, Service Delivery, Analysis, Team Leadership, Business Requirements, Hardware, Software Documentation, Software Installation, IT Management, Project Portfolio..., Help Desk Support, Requirements Gathering, Technology Evaluation, Risk Management, MS Project, Relationship Building, IT Strategy, Technology Deployment, LANs, Change Management, Project Planning, Strategy, ITIL v3 Foundations...
Education
Strayer University 2007 — 2015
Bachelor of Science (BS), IT Project Management (On Hold)
New York Institute of Technology-Old Westbury 1981 — 1983
Bachelor of Science (BS), Computer Technology (Senior transferred)
Bank of America (on contract via Queen Assoc.) June 2014 - June 2015
Wells Fargo June 2012 - January 2014
Wells Fargo Bank June 2010 - June 2012
Wachovia, A Wells Fargo Company December 2007 - October 2009
Wachovia Securities, LLC April 2002 - December 2007
Wachovia Securities, LLC August 1999 - April 2002
Wachovia Securities, LLC September 1997 - August 1999
Interstate-Johnson-Lane a Wachovia Company July 1996 - September 1997
Alternative Resources Corporation April 1996 - July 1996
Verizon Wireless November 1993 - January 1996
Skills
Data Center, PMP, Vendor Management, Business Analysis, Process Improvement, Requirements Analysis, SharePoint, Servers, Troubleshooting, Project Management, Management, Visio, Networking, Technical Support, Databases, Disaster Recovery, Testing, Technology Management, Infrastructure, Enterprise Software, Research, Integration, Operating Systems, Citrix, Access, Service Delivery, Analysis, Team Leadership, Business Requirements, Hardware, Software Documentation, Software Installation, IT Management, Project Portfolio..., Help Desk Support, Requirements Gathering, Technology Evaluation, Risk Management, MS Project, Relationship Building, IT Strategy, Technology Deployment, LANs, Change Management, Project Planning, Strategy, ITIL v3 Foundations...
Education
Strayer University 2007 — 2015
Bachelor of Science (BS), IT Project Management (On Hold)
New York Institute of Technology-Old Westbury 1981 — 1983
Bachelor of Science (BS), Computer Technology (Senior transferred)
Yoli Grelle Yoli Grelle's Wells Fargo Experience February 2010 - September 2010
Job Detention Service Officer
Industry Public Safety
Experience
Dallas County Sheriffs Dept April 2012 - Present
STS of New Mexico September 2010 - December 2011
Wells Fargo February 2010 - September 2010
Skills
Microsoft Office, Customer Service, Administrative..., Bookkeeping, Business Development, Microsoft Excel, PowerPoint, Problem Solving, Recording
Education
New Mexico State University 2006 — 2010
Bachelor's degree, Criminal Justice
Dallas County Sheriffs Dept April 2012 - Present
STS of New Mexico September 2010 - December 2011
Wells Fargo February 2010 - September 2010
Skills
Microsoft Office, Customer Service, Administrative..., Bookkeeping, Business Development, Microsoft Excel, PowerPoint, Problem Solving, Recording
Education
New Mexico State University 2006 — 2010
Bachelor's degree, Criminal Justice
Willie De Jesus Willie De Jesus's Wells Fargo Experience May 2006 - Present
Job VP Technology Manager / Distributed Systems Engineering at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo May 2006 - Present
Cablevision 2002 - 2006
Astoria Federal Savings 1986 - 2001
Skills
Active Directory, SharePoint, IT Management, Enterprise Architecture, Disaster Recovery, Vendor Management, Servers, Information Security..., Banking, Integration, SDLC, IT Operations, Visio, ITIL, Security, Solaris, Leadership, Networking, Management, Project Management, Operating Systems, Enterprise Software, Information Security, Linux
Education
New York Institute of Technology-Old Westbury 1980 — 1983
Bachelor of Science (B.S.), Information Technology
New York University 1981 — 1982
Certificate in Applications Programming, Computer Programming
Wells Fargo May 2006 - Present
Cablevision 2002 - 2006
Astoria Federal Savings 1986 - 2001
Skills
Active Directory, SharePoint, IT Management, Enterprise Architecture, Disaster Recovery, Vendor Management, Servers, Information Security..., Banking, Integration, SDLC, IT Operations, Visio, ITIL, Security, Solaris, Leadership, Networking, Management, Project Management, Operating Systems, Enterprise Software, Information Security, Linux
Education
New York Institute of Technology-Old Westbury 1980 — 1983
Bachelor of Science (B.S.), Information Technology
New York University 1981 — 1982
Certificate in Applications Programming, Computer Programming
John Mottola, Esq.'s Wells Fargo Experience May 2014 - Present
Job Compliance Manager, Enterprise Regulations at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2014 - Present
Sumitomo Mitsui Banking Corporation July 2013 - April 2014
Mizuho Bank June 2005 - July 2013
UBS October 2003 - May 2005
American International Group April 2002 - September 2003
State Street Bank March 1996 - August 1998
Framingham State University April 1992 - March 1996
Army National Guard January 1989 - June 1992
US Army July 1986 - December 1988
Skills
AML, Due Diligence, KYC, Securities Regulation, Compliance, Financial Regulation, Investment Banking, Securities, Hedge Funds, Financial Risk, Capital Markets, Corporate Governance, FINRA, Equities, Fixed Income, OFAC, Financial Services, USA PATRIOT Act, Mutual Funds, Operational Risk, Derivatives, Bank Secrecy Act, Operational Risk..., Risk Assessment, Risk Management, Anti Money Laundering, Enterprise Risk..., Banking, Sanction, Fraud, Dodd-Frank, Structured Finance, Banking Law, Alternative Investments, Series 7
Education
New York Law School 2010 — 2012
LL.M., Financial Services Law
New York Law School 1998 — 2001
Juris Doctor, Banking, Corporate, Finance, and Securities Law
Framingham State University 1991 — 1994
Master of Business Administration, Operations Management
Framingham State University 1989 — 1991
Bachelor of Arts, Economics
Paul VI High School 1982 — 1986
Wells Fargo May 2014 - Present
Sumitomo Mitsui Banking Corporation July 2013 - April 2014
Mizuho Bank June 2005 - July 2013
UBS October 2003 - May 2005
American International Group April 2002 - September 2003
State Street Bank March 1996 - August 1998
Framingham State University April 1992 - March 1996
Army National Guard January 1989 - June 1992
US Army July 1986 - December 1988
Skills
AML, Due Diligence, KYC, Securities Regulation, Compliance, Financial Regulation, Investment Banking, Securities, Hedge Funds, Financial Risk, Capital Markets, Corporate Governance, FINRA, Equities, Fixed Income, OFAC, Financial Services, USA PATRIOT Act, Mutual Funds, Operational Risk, Derivatives, Bank Secrecy Act, Operational Risk..., Risk Assessment, Risk Management, Anti Money Laundering, Enterprise Risk..., Banking, Sanction, Fraud, Dodd-Frank, Structured Finance, Banking Law, Alternative Investments, Series 7
Education
New York Law School 2010 — 2012
LL.M., Financial Services Law
New York Law School 1998 — 2001
Juris Doctor, Banking, Corporate, Finance, and Securities Law
Framingham State University 1991 — 1994
Master of Business Administration, Operations Management
Framingham State University 1989 — 1991
Bachelor of Arts, Economics
Paul VI High School 1982 — 1986
Nergis Sarsilmaz's Wells Fargo Experience September 2010 - March 2011
Job MS Candidate at New York University
Industry Banking
Experience
SunTrust Bank January 2014 - September 2014
Wells Fargo Bank December 2013 - January 2014
Wells Fargo Bank July 2011 - December 2013
Wells Fargo Bank March 2011 - June 2011
Wells Fargo September 2010 - March 2011
Regions Bank February 2010 - September 2010
Regions Financial Corporation November 2008 - February 2010
Novartis Consumer Health March 2001 - May 2003
Mustafa Nevzat İlaç December 1998 - March 2001
Skills
Loans, Credit, Banking, Small Business Lending, Mortgage Lending, Coaching, Microsoft Applications, Leadership, Cross Selling, Customer Satisfaction, Team Leadership, Team Building, Teamwork, Team Management, Customer Retention, Customer Engagement, Lines Of Credit, Customer Service, Branch Management, Credit Cards, Sales, Retail Banking, Relationship Management, Consumer Lending, Cash Management, Credit Analysis, Management
Education
New York University 2015 — 2017
Master's Degree, M.S. in Management and Systems
Anatolia University 1994 — 1998
Bachelor of Science (BSc), Biology/Biological Sciences, General
SunTrust Bank January 2014 - September 2014
Wells Fargo Bank December 2013 - January 2014
Wells Fargo Bank July 2011 - December 2013
Wells Fargo Bank March 2011 - June 2011
Wells Fargo September 2010 - March 2011
Regions Bank February 2010 - September 2010
Regions Financial Corporation November 2008 - February 2010
Novartis Consumer Health March 2001 - May 2003
Mustafa Nevzat İlaç December 1998 - March 2001
Skills
Loans, Credit, Banking, Small Business Lending, Mortgage Lending, Coaching, Microsoft Applications, Leadership, Cross Selling, Customer Satisfaction, Team Leadership, Team Building, Teamwork, Team Management, Customer Retention, Customer Engagement, Lines Of Credit, Customer Service, Branch Management, Credit Cards, Sales, Retail Banking, Relationship Management, Consumer Lending, Cash Management, Credit Analysis, Management
Education
New York University 2015 — 2017
Master's Degree, M.S. in Management and Systems
Anatolia University 1994 — 1998
Bachelor of Science (BSc), Biology/Biological Sciences, General
Steve Churchill Steve Churchill's Wells Fargo Experience August 2008 - June 2013
Job Instructional Technology & Design professional
Industry E-Learning
Experience
Wells Fargo August 2008 - June 2013
Hewitt Associates November 2005 - August 2008
Wachovia Bank March 1997 - 2005
Belk Stores Services 1990 - 1997
Systems & Programming Consultants / Educational Technologies Inc. 1986 - 1989
New York Institute of Technology 1985 - 1986
Xerox 1984 - 1985
Skills
Instructional Design, E-learning, Blended Learning, Needs Analysis, Distance Learning, ADDIE, Performance Support, E-Learning, Coaching, Performing, Training, Instructional Technology, Learning Management..., Leadership, Learning Management, Technical Writing, Performance Consulting, Employee Training, Outsourcing, Instructor-led Training, Management, Captivate, Training Delivery, Adult Education, Program Management, Organizational..., Knowledge Management, Leadership Development, Workshop Facilitation, SharePoint, Performance Management, Organizational..., SnagIt, Content Development, Technical Training, Human Resources, Change Management, Performance Improvement, Talent Management
Education
New York Institute of Technology 1970 — 1977
BFA & MA, Communication Arts & Instructional Technology
Plainedge H.S. 1961 — 1965
Wells Fargo August 2008 - June 2013
Hewitt Associates November 2005 - August 2008
Wachovia Bank March 1997 - 2005
Belk Stores Services 1990 - 1997
Systems & Programming Consultants / Educational Technologies Inc. 1986 - 1989
New York Institute of Technology 1985 - 1986
Xerox 1984 - 1985
Skills
Instructional Design, E-learning, Blended Learning, Needs Analysis, Distance Learning, ADDIE, Performance Support, E-Learning, Coaching, Performing, Training, Instructional Technology, Learning Management..., Leadership, Learning Management, Technical Writing, Performance Consulting, Employee Training, Outsourcing, Instructor-led Training, Management, Captivate, Training Delivery, Adult Education, Program Management, Organizational..., Knowledge Management, Leadership Development, Workshop Facilitation, SharePoint, Performance Management, Organizational..., SnagIt, Content Development, Technical Training, Human Resources, Change Management, Performance Improvement, Talent Management
Education
New York Institute of Technology 1970 — 1977
BFA & MA, Communication Arts & Instructional Technology
Plainedge H.S. 1961 — 1965
Everton A Wilson Everton A Wilson's Wells Fargo Experience February 2014 - Present
Job Risk Management Consultant, VP at Wells Fargo
Industry Management Consulting
Experience
Wells Fargo February 2014 - Present
Wells Fargo October 2012 - February 2014
Collabera 2012 - 2014
Bank of America May 2012 - November 2012
Bank of America May 2011 - November 2011
Ally Financial Inc. October 2010 - February 2011
Goldman Sachs December 2007 - December 2008
Resources Global Professionals March 2007 - December 2008
Citibank March 2007 - November 2007
JPMorgan Chase August 2006 - March 2007
Skills
Data Analysis, Basel II, Databases, Business Analysis, Data Warehousing, Risk Management, System Architecture, Sarbanes-Oxley, Business Intelligence, AML, Metadata Management, Project Management, Management Consulting, Banking, Finance, Business Requirements, Financial Services
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
MBA, Information Systems and Finance
Stevens Institute of Technology 2003 — 2012
Ph.D. candidate, Information Management, Technology Management
New York University - Leonard N. Stern School of Business 1993 — 1995
BS (Hons.), Information Systems
New York University 1992 — 1993
AAS, Computer Applications/Business
University of the West Indies, St. Augustine Campus 1983 — 1986
Civil Engineering
Kingston College, Jamaica 1976 — 1983
High School
Wells Fargo February 2014 - Present
Wells Fargo October 2012 - February 2014
Collabera 2012 - 2014
Bank of America May 2012 - November 2012
Bank of America May 2011 - November 2011
Ally Financial Inc. October 2010 - February 2011
Goldman Sachs December 2007 - December 2008
Resources Global Professionals March 2007 - December 2008
Citibank March 2007 - November 2007
JPMorgan Chase August 2006 - March 2007
Skills
Data Analysis, Basel II, Databases, Business Analysis, Data Warehousing, Risk Management, System Architecture, Sarbanes-Oxley, Business Intelligence, AML, Metadata Management, Project Management, Management Consulting, Banking, Finance, Business Requirements, Financial Services
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
MBA, Information Systems and Finance
Stevens Institute of Technology 2003 — 2012
Ph.D. candidate, Information Management, Technology Management
New York University - Leonard N. Stern School of Business 1993 — 1995
BS (Hons.), Information Systems
New York University 1992 — 1993
AAS, Computer Applications/Business
University of the West Indies, St. Augustine Campus 1983 — 1986
Civil Engineering
Kingston College, Jamaica 1976 — 1983
High School
Thomas Lucero Thomas Lucero's Wells Fargo Experience February 2011 - June 2013
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Wells Fargo February 2011 - June 2013
Scola De Bella Artes Leonardo DaVinci June 2010 - January 2012
Bank of America September 2005 - May 2010
Fourth Judicial District Attorneys Office May 2007 - August 2008
MADD Hawaii September 2005 - December 2005
New Mexico Department Of Health March 2002 - December 2005
New Mexico Department of Health August 1999 - May 2003
Skills
ILR Level 5 Spanish..., ILR Level 4 Italian..., International Project..., Global Cross-Functional..., Cross Functional..., Financial Management, Program Coordination, Microsoft Word, Microsoft Excel, Microsoft Office..., Access, PowerPoint, Adobe, Meeting Maker, Outlook, Visio, SharePoint, Microsoft Project, Team Building
Education
The University of New Mexico 2011 — 2013
Master of Business Administration (M.B.A.), Information Technology
The University of New Mexico 2011 — 2013
Master of Business Administration (M.B.A.), Management Information Systems, General
Scuola Leonardo da Vinci 2010 — 2010
Language Studies, Italian Language and Literature, 4.0
New Mexico State University 2003 — 2010
Bachelor of Business Administration (B.B.A.), International Business, 3.485
New Mexico State University 2003 — 2010
Bachelor of Business Administration (B.B.A.), Operations Management and Supervision, 3.48
New Mexico State University 2003 — 2010
Bachelor of Business Administration (B.B.A.), Leadership Management, 3.48
Wells Fargo February 2011 - June 2013
Scola De Bella Artes Leonardo DaVinci June 2010 - January 2012
Bank of America September 2005 - May 2010
Fourth Judicial District Attorneys Office May 2007 - August 2008
MADD Hawaii September 2005 - December 2005
New Mexico Department Of Health March 2002 - December 2005
New Mexico Department of Health August 1999 - May 2003
Skills
ILR Level 5 Spanish..., ILR Level 4 Italian..., International Project..., Global Cross-Functional..., Cross Functional..., Financial Management, Program Coordination, Microsoft Word, Microsoft Excel, Microsoft Office..., Access, PowerPoint, Adobe, Meeting Maker, Outlook, Visio, SharePoint, Microsoft Project, Team Building
Education
The University of New Mexico 2011 — 2013
Master of Business Administration (M.B.A.), Information Technology
The University of New Mexico 2011 — 2013
Master of Business Administration (M.B.A.), Management Information Systems, General
Scuola Leonardo da Vinci 2010 — 2010
Language Studies, Italian Language and Literature, 4.0
New Mexico State University 2003 — 2010
Bachelor of Business Administration (B.B.A.), International Business, 3.485
New Mexico State University 2003 — 2010
Bachelor of Business Administration (B.B.A.), Operations Management and Supervision, 3.48
New Mexico State University 2003 — 2010
Bachelor of Business Administration (B.B.A.), Leadership Management, 3.48
Geoff Trujillo Geoff Trujillo's Wells Fargo Experience October 2013 - Present
Job Aspiring College Graduate at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2013 - Present
Sky View Satellite August 2012 - August 2013
RDD Field Services August 2012 - May 2013
New Mexico State University August 2011 - May 2012
Skills
Microsoft Office, Microsoft Word, Social Networking, Microsoft Excel, Teamwork, PowerPoint, English, Leadership, Sales Management, Outside Sales, Multi Tasking, Inside Sales, Managerial Skills, Public Speaking, Customer Retention, French, HTML, Music, Singing, Customer Service, Facebook, Sales, Team Building, Advertising, Social Media Marketing, Public Relations, Team Leadership, Market Research, Research, Retail, Direct Sales, Coaching, Direct Marketing, Management
Education
Lyon Bleu International University 2012 — 2012
French, French
New Mexico State University 2007 — 2012
Bachelors of Arts, History
Wells Fargo October 2013 - Present
Sky View Satellite August 2012 - August 2013
RDD Field Services August 2012 - May 2013
New Mexico State University August 2011 - May 2012
Skills
Microsoft Office, Microsoft Word, Social Networking, Microsoft Excel, Teamwork, PowerPoint, English, Leadership, Sales Management, Outside Sales, Multi Tasking, Inside Sales, Managerial Skills, Public Speaking, Customer Retention, French, HTML, Music, Singing, Customer Service, Facebook, Sales, Team Building, Advertising, Social Media Marketing, Public Relations, Team Leadership, Market Research, Research, Retail, Direct Sales, Coaching, Direct Marketing, Management
Education
Lyon Bleu International University 2012 — 2012
French, French
New Mexico State University 2007 — 2012
Bachelors of Arts, History
Matt Tier Matt Tier's Wells Fargo Experience February 2011 - June 2011
Job Vice President at Fifth Street Asset Management
Industry Financial Services
Experience
Fifth Street Asset Management September 2015 - Present
Fifth Street Asset Management June 2011 - August 2015
Wells Fargo February 2011 - June 2011
Wells Fargo February 2010 - February 2011
Wells Fargo July 2008 - February 2010
Skills
Portfolio Management, Credit Risk, Investments, Credit, Finance, Loans, Commercial Banking, Management, Valuation, Financial Modeling, Underwriting, Private Equity, Asset Management
Education
New York University 2004 — 2008
BA, Economics, History
Fifth Street Asset Management September 2015 - Present
Fifth Street Asset Management June 2011 - August 2015
Wells Fargo February 2011 - June 2011
Wells Fargo February 2010 - February 2011
Wells Fargo July 2008 - February 2010
Skills
Portfolio Management, Credit Risk, Investments, Credit, Finance, Loans, Commercial Banking, Management, Valuation, Financial Modeling, Underwriting, Private Equity, Asset Management
Education
New York University 2004 — 2008
BA, Economics, History
Leslie Manzano's Wells Fargo Experience June 2010 - April 2011
Job Account Executive at The Gula Graham Group
Industry Telecommunications
Experience
The Gula Graham Group January 2015 - Present
Telogical Systems July 2013 - January 2015
Telogical Systems April 2011 - July 2013
Wells Fargo June 2010 - April 2011
Ralph Lauren August 2008 - May 2010
Skills
Analysis, Competitive Intelligence, Research, Competitive Analysis, Data Analysis, Market Research, Salesforce.com, Outlook, Team Leadership, Business Intelligence, Marketing Research
Education
New York University 2006 — 2010
Bachelor of Arts (B.A.), English and American Literature, 3.6
The Gula Graham Group January 2015 - Present
Telogical Systems July 2013 - January 2015
Telogical Systems April 2011 - July 2013
Wells Fargo June 2010 - April 2011
Ralph Lauren August 2008 - May 2010
Skills
Analysis, Competitive Intelligence, Research, Competitive Analysis, Data Analysis, Market Research, Salesforce.com, Outlook, Team Leadership, Business Intelligence, Marketing Research
Education
New York University 2006 — 2010
Bachelor of Arts (B.A.), English and American Literature, 3.6
Khadiyjah Dawkins Khadiyjah Dawkins's Wells Fargo Experience January 2007 - October 2008
Job General Manager at Teavana
Industry Retail
Experience
Starbucks June 2015 - Present
Teavana June 2014 - Present
Teavana May 2012 - June 2014
Teavana May 2012 - October 2012
Stony Brook University January 2010 - July 2011
Wells Fargo January 2007 - October 2008
Skills
Career Development, Onboarding, Recruiting, Operational Excellence, Sales Process, sales, Talent Acquisition, Organizational..., Problem Solving, Increased Profitability, Leadership, Retail, Team Leadership, Succession Planning, Hiring, Management, Training, Employee Training, Sales, Employee Relations, Time Management, Profit, Customer Service, Inventory Management, Marketing Strategy, Team Building, Strategic Planning, Negotiation, Sales Management, Marketing, Microsoft Office
Education
Stony Brook University
Social Welfare and Women's Studies
New York University
Starbucks June 2015 - Present
Teavana June 2014 - Present
Teavana May 2012 - June 2014
Teavana May 2012 - October 2012
Stony Brook University January 2010 - July 2011
Wells Fargo January 2007 - October 2008
Skills
Career Development, Onboarding, Recruiting, Operational Excellence, Sales Process, sales, Talent Acquisition, Organizational..., Problem Solving, Increased Profitability, Leadership, Retail, Team Leadership, Succession Planning, Hiring, Management, Training, Employee Training, Sales, Employee Relations, Time Management, Profit, Customer Service, Inventory Management, Marketing Strategy, Team Building, Strategic Planning, Negotiation, Sales Management, Marketing, Microsoft Office
Education
Stony Brook University
Social Welfare and Women's Studies
New York University
Gifford Davis, CIMA Gifford Davis, CIMA's Wells Fargo Experience August 2007 - January 2013
Job Senior Portfolio Manager and Vice President at U.S. Bank
Industry Banking
Experience
U.S. Bank February 2013 - Present
Wells Fargo August 2007 - January 2013
Bank of America August 2000 - August 2007
Bank of America November 1998 - August 2000
Bank of America September 1997 - November 1998
Bank of America January 1996 - September 1997
Skills
Portfolio Management, Asset Allocation, Investments, Wealth Management, Investment Management, Asset Management, Investment Advisory, Wealth Management..., Financial Analysis, Risk Management, High Net Worth..., Relationship Management, Investment Policy, Banking, Retirement Planning, Private Banking, Private Wealth..., Public Speaking, Thought Leadership
Education
New Mexico State University 1991 — 1995
Bachelor of Business Administration, General Business
New Mexico State University
U.S. Bank February 2013 - Present
Wells Fargo August 2007 - January 2013
Bank of America August 2000 - August 2007
Bank of America November 1998 - August 2000
Bank of America September 1997 - November 1998
Bank of America January 1996 - September 1997
Skills
Portfolio Management, Asset Allocation, Investments, Wealth Management, Investment Management, Asset Management, Investment Advisory, Wealth Management..., Financial Analysis, Risk Management, High Net Worth..., Relationship Management, Investment Policy, Banking, Retirement Planning, Private Banking, Private Wealth..., Public Speaking, Thought Leadership
Education
New Mexico State University 1991 — 1995
Bachelor of Business Administration, General Business
New Mexico State University
Ryan Fitzmaurice Ryan Fitzmaurice's Wells Fargo Experience January 2011 - August 2012
Job Aventis Asset Management
Industry Oil & Energy
Experience
Aventis Asset Management March 2014 - Present
OppenheimerFunds September 2012 - January 2014
Wells Fargo January 2011 - August 2012
Wells Fargo May 2009 - January 2011
Wachovia May 2007 - 2009
Citi 2006 - 2007
Power Futures 2005 - 2006
Skills
Trading, Commodity, Options, Derivatives, Hedging, Natural Gas, Swaps, Risk Management, Fixed Income, Trading Systems, Gas, Financial Modeling, Oil Trading, Distillate Trading, R programming, Forecasting, Python, Boost C++
Education
Baruch College's MFE program 2013 — 2013
C++ Programming for Financial Engineering Certification
University of North Carolina at Charlotte - Belk College of Business 2009 — 2010
MS in Economics, Quantatitive Finance
New York University 2001 — 2005
BA, Economics
Regis HS
Aventis Asset Management March 2014 - Present
OppenheimerFunds September 2012 - January 2014
Wells Fargo January 2011 - August 2012
Wells Fargo May 2009 - January 2011
Wachovia May 2007 - 2009
Citi 2006 - 2007
Power Futures 2005 - 2006
Skills
Trading, Commodity, Options, Derivatives, Hedging, Natural Gas, Swaps, Risk Management, Fixed Income, Trading Systems, Gas, Financial Modeling, Oil Trading, Distillate Trading, R programming, Forecasting, Python, Boost C++
Education
Baruch College's MFE program 2013 — 2013
C++ Programming for Financial Engineering Certification
University of North Carolina at Charlotte - Belk College of Business 2009 — 2010
MS in Economics, Quantatitive Finance
New York University 2001 — 2005
BA, Economics
Regis HS
Jack Kang's Wells Fargo Experience October 2010 - August 2011
Job VP, Quantitative Finance Analyst, Bank of America
Industry Financial Services
Experience
Bank of America November 2011 - Present
Thomson Reuters August 2011 - October 2011
Wells Fargo October 2010 - August 2011
New Hampshire Chinese School February 2006 - December 2007
Skills
SAS programming, Advanced Excel, Advanced SQL, Advanced MS Word and..., Databases, Analytics, SQL, VBA
Education
New York University 2008 — 2009
MS, Financial Engineering
Southern New Hampshire University 2006 — 2007
Master, Marketing
Bank of America November 2011 - Present
Thomson Reuters August 2011 - October 2011
Wells Fargo October 2010 - August 2011
New Hampshire Chinese School February 2006 - December 2007
Skills
SAS programming, Advanced Excel, Advanced SQL, Advanced MS Word and..., Databases, Analytics, SQL, VBA
Education
New York University 2008 — 2009
MS, Financial Engineering
Southern New Hampshire University 2006 — 2007
Master, Marketing
David DiCristofaro David DiCristofaro's Wells Fargo Experience November 1998 - Present
Job Regional President, Senior Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo November 1998 - Present
Wells Fargo November 2002 - February 2006
Wells Fargo January 1999 - October 2002
Roosevelt Bank August 1995 - November 1997
Education
New York University 1987 — 1991
BS, Finance/Management
Wells Fargo November 1998 - Present
Wells Fargo November 2002 - February 2006
Wells Fargo January 1999 - October 2002
Roosevelt Bank August 1995 - November 1997
Education
New York University 1987 — 1991
BS, Finance/Management
jackson patel jackson patel's Wells Fargo Experience October 2006 - September 2007
Job Business Analyst at Citizens
Industry Information Technology and Services
Experience
RBS Citizens October 2007 - Present
Wells Fargo October 2006 - September 2007
Education
New York Film Academy
Films, Film Direction, Screenplay Writing, Editing
Oklahoma City University
MBA, Marketing, Advertising
RBS Citizens October 2007 - Present
Wells Fargo October 2006 - September 2007
Education
New York Film Academy
Films, Film Direction, Screenplay Writing, Editing
Oklahoma City University
MBA, Marketing, Advertising
Michael Kerlan Michael Kerlan's Wells Fargo Experience November 2009 - Present
Job Associate Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2009 - Present
Moody's Investors Service May 2006 - November 2009
TD Waterhouse Group 2003 - 2006
DoubleClick 2000 - 2003
International Paper 1999 - 2000
Skills
Financial Modeling, Equity Research, Credit Analysis, Financial Analysis, Equity Valuation, Credit Rating, Data Network Design, Cisco Technologies, Network Security, Routing, Switching, Data Center, Valuation, Corporate Finance, Fixed Income, Investments, Telecommunications, Mergers & Acquisitions, Portfolio Management, Networking, Cloud Computing, Strategic Partnerships, Management
Education
New York University
MBA
University of Florida
MS, Electrical Engineering
Vanderbilt University
Bachelor's degree, Electrical Engineering
Wells Fargo November 2009 - Present
Moody's Investors Service May 2006 - November 2009
TD Waterhouse Group 2003 - 2006
DoubleClick 2000 - 2003
International Paper 1999 - 2000
Skills
Financial Modeling, Equity Research, Credit Analysis, Financial Analysis, Equity Valuation, Credit Rating, Data Network Design, Cisco Technologies, Network Security, Routing, Switching, Data Center, Valuation, Corporate Finance, Fixed Income, Investments, Telecommunications, Mergers & Acquisitions, Portfolio Management, Networking, Cloud Computing, Strategic Partnerships, Management
Education
New York University
MBA
University of Florida
MS, Electrical Engineering
Vanderbilt University
Bachelor's degree, Electrical Engineering
Jessica Jung Jessica Jung's Wells Fargo Experience October 2009 - June 2011
Job Project Manager at IPG
Industry Information Technology and Services
Experience
IPG November 2013 - Present
Thomson Reuters August 2013 - November 2013
Morgan Stanley Wealth Management November 2011 - August 2013
Wells Fargo October 2009 - June 2011
Kaiser Permanente IT October 2008 - July 2009
Kaiser Permanente IT October 2008 - January 2009
Pelican Products, Inc. March 2008 - July 2008
Pfizer Pharmaceuticals September 2006 - March 2007
New York University 2003 - 2006
Skills
Process Improvement, Program Management, ITIL, Data Center, Project Management, Disaster Recovery, Budgets, Cloud Computing, SDLC, SAP, Vendor Management, Business Analysis, Project Portfolio..., PMP, Requirements Analysis, Visio, IT Strategy, Software Project...
Education
New York University 2002 — 2006
IPG November 2013 - Present
Thomson Reuters August 2013 - November 2013
Morgan Stanley Wealth Management November 2011 - August 2013
Wells Fargo October 2009 - June 2011
Kaiser Permanente IT October 2008 - July 2009
Kaiser Permanente IT October 2008 - January 2009
Pelican Products, Inc. March 2008 - July 2008
Pfizer Pharmaceuticals September 2006 - March 2007
New York University 2003 - 2006
Skills
Process Improvement, Program Management, ITIL, Data Center, Project Management, Disaster Recovery, Budgets, Cloud Computing, SDLC, SAP, Vendor Management, Business Analysis, Project Portfolio..., PMP, Requirements Analysis, Visio, IT Strategy, Software Project...
Education
New York University 2002 — 2006
Susan Kernes's Wells Fargo Experience January 2004 - May 2010
Job Marketing, Fundraising, Communications and Management Consultant
Industry Public Relations and Communications
Experience
KernesConsulting 1992 - Present
KernesConsulting 1992 - Present
Wells Fargo January 2004 - May 2010
True North Productions 1989 - 2004
Kenai Peninsula Public Radio 1985 - 2004
Alaska Public Broadcasting Commission September 1993 - September 1999
Homer, Alaska 1994 - 1997
Skills
Conduct/Manage Radio..., Management Consulting, Social Media, Fundraising, Non-profits, Public Relations, Community Relations, Volunteer Management, Radio, Nonprofits, Community Outreach, Strategic Communications, Community Development, Facebook, Editing, Journalism, Organizational..., Publicity, Copy Editing, Media Relations, Corporate Communications, Broadcast, Public Speaking, Marketing, Strategy, Program Management, Leadership, Training, Marketing Strategy, Philanthropy, Management, Policy, Strategic Planning, Corporate Social..., Project Management, Social Networking, Event Management, Press Releases, Writing, Resume Writing, Grant Writing, Speech Writing, Crisis Communications, Proposal Writing, Newsletters, Marketing Communications, Internal Communications, Blogging
Education
New York University 1970 — 1973
University of Washington 2002 — 2003
Certificate in Nonprofit Management
KernesConsulting 1992 - Present
KernesConsulting 1992 - Present
Wells Fargo January 2004 - May 2010
True North Productions 1989 - 2004
Kenai Peninsula Public Radio 1985 - 2004
Alaska Public Broadcasting Commission September 1993 - September 1999
Homer, Alaska 1994 - 1997
Skills
Conduct/Manage Radio..., Management Consulting, Social Media, Fundraising, Non-profits, Public Relations, Community Relations, Volunteer Management, Radio, Nonprofits, Community Outreach, Strategic Communications, Community Development, Facebook, Editing, Journalism, Organizational..., Publicity, Copy Editing, Media Relations, Corporate Communications, Broadcast, Public Speaking, Marketing, Strategy, Program Management, Leadership, Training, Marketing Strategy, Philanthropy, Management, Policy, Strategic Planning, Corporate Social..., Project Management, Social Networking, Event Management, Press Releases, Writing, Resume Writing, Grant Writing, Speech Writing, Crisis Communications, Proposal Writing, Newsletters, Marketing Communications, Internal Communications, Blogging
Education
New York University 1970 — 1973
University of Washington 2002 — 2003
Certificate in Nonprofit Management
Tres Libby Tres Libby's Wells Fargo Experience May 2003 - June 2004
Job Vice President at Citizens Bank of Las Cruces
Industry Banking
Experience
Citizens Bank of Las Cruces June 2009 - Present
BBVA Compass September 2008 - June 2009
State National Bank July 2004 - September 2008
Wells Fargo May 2003 - June 2004
Skills
Underwritting, Risk Management, Change Management, Banking, Commercial Lending, Loans, Credit Analysis, Credit, Financial Risk, Small Business Lending, Financial Analysis, Credit Risk, Management, Portfolio Management, Commercial Banking
Education
Southwest Graduate School of Banking 2007 — 2009
Graduate Banking Degree, Graduate Banking School
New Mexico State University 1998 — 2002
Bachelor, Finance
Citizens Bank of Las Cruces June 2009 - Present
BBVA Compass September 2008 - June 2009
State National Bank July 2004 - September 2008
Wells Fargo May 2003 - June 2004
Skills
Underwritting, Risk Management, Change Management, Banking, Commercial Lending, Loans, Credit Analysis, Credit, Financial Risk, Small Business Lending, Financial Analysis, Credit Risk, Management, Portfolio Management, Commercial Banking
Education
Southwest Graduate School of Banking 2007 — 2009
Graduate Banking Degree, Graduate Banking School
New Mexico State University 1998 — 2002
Bachelor, Finance
Kevin Fiore Kevin Fiore's Wells Fargo Experience April 2011 - October 2011
Job AVP, Network & Telecom, Monitoring and Tools at Federal Home Loan Bank of San Francisco
Industry Information Technology and Services
Experience
Federal Home Loan Bank of San Francisco March 2015 - Present
Federal Home Loan Bank of San Francisco January 2015 - Present
Pacific Gas and Electric Company April 2014 - January 2015
Bank of the West July 2013 - March 2014
Kaiser Permanente October 2011 - June 2013
VRF Tech October 2010 - June 2013
Wells Fargo April 2011 - October 2011
Thomas Weisel Partners April 2008 - September 2010
Thomas Weisel Partners February 2005 - April 2008
Thomas Weisel Partners October 2000 - February 2005
Skills
Vendor Management, Integration, Security, Executive Management, Data Center, Disaster Recovery, Virtualization, IT Strategy, Business Analysis, IT Governance, IT Operations, Cross-functional Team..., IT Management, CISSP, Program Management, PMO, Strategic Planning, Change Management, Team Management, Team Leadership, Storage Area Networks, Project Management, Server Architecture, Budget Process, Data Analysis, Team Building, Information Architecture, Servers, Enterprise Architecture, Active Directory, Process Improvement, Management, Strategy, Business Continuity, Project Planning, Operating Systems, Leadership, ITIL, IT Service Management, Contract Negotiation, Information Technology, Cloud Computing, Network Security, Service Delivery, Governance, Telecommunications, Networking, Infrastructure, VMware, Enterprise Software
Education
Stevens Institute of Technology 2013 — 2015
Master of Business Administration (MBA), Technology Management, 3.9
Stevens Institute of Technology 2008 — 2010
MS, Information Systems, 3.83
Stevens Institute of Technology 1991 — 1994
BE, Computer Engineering
New York University 1989 — 1994
BS, Mathematics
Federal Home Loan Bank of San Francisco March 2015 - Present
Federal Home Loan Bank of San Francisco January 2015 - Present
Pacific Gas and Electric Company April 2014 - January 2015
Bank of the West July 2013 - March 2014
Kaiser Permanente October 2011 - June 2013
VRF Tech October 2010 - June 2013
Wells Fargo April 2011 - October 2011
Thomas Weisel Partners April 2008 - September 2010
Thomas Weisel Partners February 2005 - April 2008
Thomas Weisel Partners October 2000 - February 2005
Skills
Vendor Management, Integration, Security, Executive Management, Data Center, Disaster Recovery, Virtualization, IT Strategy, Business Analysis, IT Governance, IT Operations, Cross-functional Team..., IT Management, CISSP, Program Management, PMO, Strategic Planning, Change Management, Team Management, Team Leadership, Storage Area Networks, Project Management, Server Architecture, Budget Process, Data Analysis, Team Building, Information Architecture, Servers, Enterprise Architecture, Active Directory, Process Improvement, Management, Strategy, Business Continuity, Project Planning, Operating Systems, Leadership, ITIL, IT Service Management, Contract Negotiation, Information Technology, Cloud Computing, Network Security, Service Delivery, Governance, Telecommunications, Networking, Infrastructure, VMware, Enterprise Software
Education
Stevens Institute of Technology 2013 — 2015
Master of Business Administration (MBA), Technology Management, 3.9
Stevens Institute of Technology 2008 — 2010
MS, Information Systems, 3.83
Stevens Institute of Technology 1991 — 1994
BE, Computer Engineering
New York University 1989 — 1994
BS, Mathematics
Danielle Akers Danielle Akers's Wells Fargo Experience August 2011 - July 2012
Job Graduating with Marketing Degree November 2015
Industry Marketing and Advertising
Experience
Wine and Design February 2015 - Present
Collegiate Suites July 2014 - Present
Cars Financial July 2012 - July 2014
Wells Fargo August 2011 - July 2012
Skills
Marketing, Time Management, Organization, Account Management, Highly detail oriented, Phone Etiquette, Leadership, Coaching, Customer Service, Sales, Microsoft Office, Team Building, Management, Training, Employee Relations, Event Planning, Public Speaking, Microsoft Word, Microsoft Excel, Social Networking, Social Media, Social Media Marketing
Education
Southern New Hampshire University 2014 — 2015
Bachelor's degree, Marketing, 3.67
New River Community College 2010 — 2014
Associate of Arts and Sciences (A.A.S.), Education
Wine and Design February 2015 - Present
Collegiate Suites July 2014 - Present
Cars Financial July 2012 - July 2014
Wells Fargo August 2011 - July 2012
Skills
Marketing, Time Management, Organization, Account Management, Highly detail oriented, Phone Etiquette, Leadership, Coaching, Customer Service, Sales, Microsoft Office, Team Building, Management, Training, Employee Relations, Event Planning, Public Speaking, Microsoft Word, Microsoft Excel, Social Networking, Social Media, Social Media Marketing
Education
Southern New Hampshire University 2014 — 2015
Bachelor's degree, Marketing, 3.67
New River Community College 2010 — 2014
Associate of Arts and Sciences (A.A.S.), Education
Brian S. Whatley's Wells Fargo Experience October 2005 - May 2014
Job Investment Counsellor
Industry Financial Services
Experience
Fisher Investments August 2015 - Present
Personal Capital June 2014 - April 2015
Wells Fargo Advisors December 2007 - May 2014
Wells Fargo October 2005 - May 2014
U.S. Bank December 2010 - February 2013
Education
New Orleans Baptist Theological Seminary 2002 — 2005
Bachelor's degree, Christian Studies
Fisher Investments August 2015 - Present
Personal Capital June 2014 - April 2015
Wells Fargo Advisors December 2007 - May 2014
Wells Fargo October 2005 - May 2014
U.S. Bank December 2010 - February 2013
Education
New Orleans Baptist Theological Seminary 2002 — 2005
Bachelor's degree, Christian Studies
Edward Gonzalez Edward Gonzalez's Wells Fargo Experience September 2014 - Present
Job Investment Professional at Wells Fargo
Industry Education Management
Experience
Wells Fargo September 2014 - Present
Job Genius January 2013 - Present
Challenger School August 2008 - August 2012
United States Marine Corps January 2004 - August 2008
Profile Pursuit Inc. February 2003 - December 2003
Skills
Public Speaking, Strategic Planning, Research, Event Planning, Cross-functional Team..., Teaching, Staff Development, Customer Service, Leadership Development, Military, Military Experience, Project Management, Social Media, Military Operations, Community Outreach, Operational Planning, Security Clearance, Speech Coaching, Leadership, Operations Management, Entrepreneurship, Start-ups, Social Networking, Fundraising, Training, Team Leadership, Team Building, Program Management, Data Analysis, Analysis
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
New York University 1998 — 2002
Bachelor of Fine Arts (BFA), Theatre
Wells Fargo September 2014 - Present
Job Genius January 2013 - Present
Challenger School August 2008 - August 2012
United States Marine Corps January 2004 - August 2008
Profile Pursuit Inc. February 2003 - December 2003
Skills
Public Speaking, Strategic Planning, Research, Event Planning, Cross-functional Team..., Teaching, Staff Development, Customer Service, Leadership Development, Military, Military Experience, Project Management, Social Media, Military Operations, Community Outreach, Operational Planning, Security Clearance, Speech Coaching, Leadership, Operations Management, Entrepreneurship, Start-ups, Social Networking, Fundraising, Training, Team Leadership, Team Building, Program Management, Data Analysis, Analysis
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
New York University 1998 — 2002
Bachelor of Fine Arts (BFA), Theatre
Matthew Max Sena Matthew Max Sena's Wells Fargo Experience February 2012 - June 2015
Job at
Industry Hospitality
Experience
Inn of the Mountain Gods Resort and Casino July 2015 - Present
Wells Fargo February 2012 - June 2015
Skills
Banking, Credit, Loans, Customer Service, Small Business Lending, Retail Banking, Portfolio Management, Mortgage Lending, Loan Origination, Credit Analysis, Consumer Lending, Commercial Lending, Commercial Banking, Financial Services, Finance, Relationship Management, Mortgage Banking, Cross Selling, Credit Risk, Lines Of Credit, Financial Analysis, Investments, Refinance, Cash Management, Credit Cards, Financial Risk, Underwriting, Sales, Financial Planning, Insurance, Deposits, Management, Branch Banking, Leadership, Risk Management, Retirement Planning
Education
New Mexico State University 2006 — 2010
In progress
Inn of the Mountain Gods Resort and Casino July 2015 - Present
Wells Fargo February 2012 - June 2015
Skills
Banking, Credit, Loans, Customer Service, Small Business Lending, Retail Banking, Portfolio Management, Mortgage Lending, Loan Origination, Credit Analysis, Consumer Lending, Commercial Lending, Commercial Banking, Financial Services, Finance, Relationship Management, Mortgage Banking, Cross Selling, Credit Risk, Lines Of Credit, Financial Analysis, Investments, Refinance, Cash Management, Credit Cards, Financial Risk, Underwriting, Sales, Financial Planning, Insurance, Deposits, Management, Branch Banking, Leadership, Risk Management, Retirement Planning
Education
New Mexico State University 2006 — 2010
In progress
William Brady, CFA's Wells Fargo Experience June 2000 - June 2007
Job First VP, Director of Investments at WestStar Bank
Industry Investment Management
Experience
WestStar Bank July 2013 - Present
Ulrich Consulting Group June 2007 - July 2013
Wells Fargo June 2000 - June 2007
Skills
Portfolio Management, Investments, Banking, Credit Analysis
Education
New Mexico State University 1999 — 2000
Master of Business Administration (M.B.A.)
New Mexico State University 1995 — 1999
Bachelor’s Degree, Finance and Financial Management Services
WestStar Bank July 2013 - Present
Ulrich Consulting Group June 2007 - July 2013
Wells Fargo June 2000 - June 2007
Skills
Portfolio Management, Investments, Banking, Credit Analysis
Education
New Mexico State University 1999 — 2000
Master of Business Administration (M.B.A.)
New Mexico State University 1995 — 1999
Bachelor’s Degree, Finance and Financial Management Services
Jeffrey Drumheller Jeffrey Drumheller's Wells Fargo Experience February 2005 - February 2006
Job Replenishment buyer
Industry Food & Beverages
Experience
Dori Foods May 2015 - Present
JB hunt September 2014 - May 2015
Performance Food Group April 2014 - September 2014
RRS Foodservice February 2011 - April 2014
Produce Source Partners September 2006 - January 2011
Wells Fargo February 2005 - February 2006
Skills
•Proficient in..., •Experience with..., •Excellent..., •Good written, oral..., •Professional demeanor..., •Problem-solver,..., Program Management, Negotiation, Account Management, Data Entry, Pricing, Analysis, Accounts Payable, Human Resources, Invoicing, Sales
Education
New River Community College 2002 — 2004
Associate's degree, Business, Management, Marketing, and Related Support Services
Dori Foods May 2015 - Present
JB hunt September 2014 - May 2015
Performance Food Group April 2014 - September 2014
RRS Foodservice February 2011 - April 2014
Produce Source Partners September 2006 - January 2011
Wells Fargo February 2005 - February 2006
Skills
•Proficient in..., •Experience with..., •Excellent..., •Good written, oral..., •Professional demeanor..., •Problem-solver,..., Program Management, Negotiation, Account Management, Data Entry, Pricing, Analysis, Accounts Payable, Human Resources, Invoicing, Sales
Education
New River Community College 2002 — 2004
Associate's degree, Business, Management, Marketing, and Related Support Services
Anna Zabotina's Wells Fargo Experience October 2012 - January 2014
Job Legal Intern and JD Candidate
Industry Law Practice
Experience
Michael Kors August 2015 - Present
New York Law School August 2014 - Present
Medenica Law PLLC May 2015 - July 2015
Schrier Shayne Koenig Samberg & Ryan, P.C. May 2015 - July 2015
Law Offices of Jonathan S. Willett January 2014 - August 2014
Wells Fargo October 2012 - January 2014
Congressional Office of Jared Polis August 2013 - December 2013
Argyle Law Publishing March 2011 - August 2011
Skills
Customer Service, Microsoft Office, Russian, Sales, Fashion, Microsoft Excel, Lobbying, Writing, Legal Research, QuickBooks, French, Facebook, Legal Writing, Social Media
Education
New York Law School 2014 — 2017
Doctor of Law (J.D.)
University of Colorado at Boulder 2010 — 2013
Bachelor of Arts (B.A.), Psychology, Political Science
Michael Kors August 2015 - Present
New York Law School August 2014 - Present
Medenica Law PLLC May 2015 - July 2015
Schrier Shayne Koenig Samberg & Ryan, P.C. May 2015 - July 2015
Law Offices of Jonathan S. Willett January 2014 - August 2014
Wells Fargo October 2012 - January 2014
Congressional Office of Jared Polis August 2013 - December 2013
Argyle Law Publishing March 2011 - August 2011
Skills
Customer Service, Microsoft Office, Russian, Sales, Fashion, Microsoft Excel, Lobbying, Writing, Legal Research, QuickBooks, French, Facebook, Legal Writing, Social Media
Education
New York Law School 2014 — 2017
Doctor of Law (J.D.)
University of Colorado at Boulder 2010 — 2013
Bachelor of Arts (B.A.), Psychology, Political Science
Alma R Gonzalez Alma R Gonzalez's Wells Fargo Experience October 2012 - Present
Job Personal Banker at Wells Fargo
Industry Hospitality
Experience
Wells Fargo October 2012 - Present
FedEx Ground August 2009 - Present
Quixtar North America July 2001 - Present
PNC February 2012 - October 2012
Hotel Rev Max July 2000 - September 2001
The Regency Hotel January 1997 - July 2000
The Regency Hotel February 1995 - January 1997
Four Seasons Hotels and Resorts January 1993 - February 1995
Macklowe Hotel January 1991 - January 1993
Skills
Spanish-read, write,..., Microsoft Office, HIS AS400, IBM iSeries, Accounting, Hotels, Customer Satisfaction, Hospitality Industry, Customer Service, Hospitality Management, Hospitality, Resorts, Food, Catering, Food, Hotel Management, MICROS, Revenue Analysis, Rooms Division, Pre-opening
Education
New York City Technical College 1988 — 1991
A.A.S, Hotel & Restaurant Management
New York University 1986 — 1987
Diploma, Computer Programming
Wells Fargo October 2012 - Present
FedEx Ground August 2009 - Present
Quixtar North America July 2001 - Present
PNC February 2012 - October 2012
Hotel Rev Max July 2000 - September 2001
The Regency Hotel January 1997 - July 2000
The Regency Hotel February 1995 - January 1997
Four Seasons Hotels and Resorts January 1993 - February 1995
Macklowe Hotel January 1991 - January 1993
Skills
Spanish-read, write,..., Microsoft Office, HIS AS400, IBM iSeries, Accounting, Hotels, Customer Satisfaction, Hospitality Industry, Customer Service, Hospitality Management, Hospitality, Resorts, Food, Catering, Food, Hotel Management, MICROS, Revenue Analysis, Rooms Division, Pre-opening
Education
New York City Technical College 1988 — 1991
A.A.S, Hotel & Restaurant Management
New York University 1986 — 1987
Diploma, Computer Programming
Jenny Du Jenny Du's Wells Fargo Experience June 2012 - April 2014
Job Business Development at Ares Management
Industry Financial Services
Experience
Ares Management May 2015 - Present
Strategic Value Partners April 2014 - May 2015
Wells Fargo June 2012 - April 2014
Goldman Sachs June 2011 - August 2011
Goldman Sachs June 2010 - August 2010
Education
New York University 2008 — 2012
Bachelor of Arts (BA), Economics
New York University Florence 2010 — 2010
Ares Management May 2015 - Present
Strategic Value Partners April 2014 - May 2015
Wells Fargo June 2012 - April 2014
Goldman Sachs June 2011 - August 2011
Goldman Sachs June 2010 - August 2010
Education
New York University 2008 — 2012
Bachelor of Arts (BA), Economics
New York University Florence 2010 — 2010
Erica Saunders Erica Saunders's Wells Fargo Experience December 2009 - Present
Job VP, Sr. Business RM/ Commercial Lender at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2009 - Present
Wells Fargo July 2007 - December 2009
Skills
Finance, Financial Analysis, Operational Efficiency, Negotiation, Commercial Lending, Commerical Underwriting, Building Relationships, Portfolio Management, Strategic Planning, Achieving Results, Treasury Management, Small Business Lending, Credit, Credit Analysis, Commercial Banking, Consumer Lending, Lines Of Credit, Loans, Banking, Sales, Team Building
Education
New Mexico State University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Onate High School
Wells Fargo December 2009 - Present
Wells Fargo July 2007 - December 2009
Skills
Finance, Financial Analysis, Operational Efficiency, Negotiation, Commercial Lending, Commerical Underwriting, Building Relationships, Portfolio Management, Strategic Planning, Achieving Results, Treasury Management, Small Business Lending, Credit, Credit Analysis, Commercial Banking, Consumer Lending, Lines Of Credit, Loans, Banking, Sales, Team Building
Education
New Mexico State University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Onate High School
Kirsten Mitchell Kirsten Mitchell's Wells Fargo Experience February 2015 - Present
Job Enthusiastic Young Professional
Industry Motion Pictures and Film
Experience
Wells Fargo February 2015 - Present
Tender Greens April 2014 - January 2015
Self-employed December 2013 - July 2014
Night & Day Pictures September 2013 - December 2013
New York University September 2012 - December 2013
Opposite Field Pictures October 2012 - October 2012
Rabbit Bandini Productions October 2011 - April 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Adobe Creative Suite, PowerPoint, iWork, Final Cut Pro, Avid, Flash Animation, Photoshop, After Effects, Filing, Copying, Kitchen, Espresso, Cooking, Baking, Film, Social Media, Film Production, Screenwriting, Creative Writing, Social Media Marketing
Education
New York University 2010 — 2013
Bachelor's Degree, Film and Television Production, 3.574
Wells Fargo February 2015 - Present
Tender Greens April 2014 - January 2015
Self-employed December 2013 - July 2014
Night & Day Pictures September 2013 - December 2013
New York University September 2012 - December 2013
Opposite Field Pictures October 2012 - October 2012
Rabbit Bandini Productions October 2011 - April 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Adobe Creative Suite, PowerPoint, iWork, Final Cut Pro, Avid, Flash Animation, Photoshop, After Effects, Filing, Copying, Kitchen, Espresso, Cooking, Baking, Film, Social Media, Film Production, Screenwriting, Creative Writing, Social Media Marketing
Education
New York University 2010 — 2013
Bachelor's Degree, Film and Television Production, 3.574
Sheri Granaroli Sheri Granaroli's Wells Fargo Experience December 2005 - April 2014
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2014 - Present
Wells Fargo December 2005 - April 2014
Wells Fargo 1994 - 2005
Skills
Family Finances, Investments, Tax Planning Strategies, College Savings Plans, Cash Flow Management..., Estate Planning..., Insurance, Retirement Planning, Financial Planning
Education
New York Institute of Technology-Old Westbury 1989 — 1993
Bachelor of Science, Business
Ameriprise Financial Services, Inc. April 2014 - Present
Wells Fargo December 2005 - April 2014
Wells Fargo 1994 - 2005
Skills
Family Finances, Investments, Tax Planning Strategies, College Savings Plans, Cash Flow Management..., Estate Planning..., Insurance, Retirement Planning, Financial Planning
Education
New York Institute of Technology-Old Westbury 1989 — 1993
Bachelor of Science, Business
Kelsey Worthan's Wells Fargo Experience February 2013 - October 2013
Job Server, ToGo Specialist, Certified Trainer at Olive Garden
Industry Hospitality
Experience
Olive Garden May 2010 - Present
Olive Garden May 2010 - Present
Wells Fargo February 2013 - October 2013
Kranberry's Family Restaurant May 2005 - May 2009
Skills
Thrive in A Fast-paced..., Strong leadership..., Works great in team..., Strong analytical and..., High Energy Level, Intrapersonal Skills, Proficient in MS Excel,..., Self-motivated, Reliable, Customer Service, Sales, Hospitality, Marketing
Education
New Mexico State University 2009 — 2015
Bachelor’s Degree, Entrepreneurship/ Small Business Management
New Mexico State University 2009 — 2015
Bachelor's degree, Small Business Management/ Entrepreneurship
Olive Garden May 2010 - Present
Olive Garden May 2010 - Present
Wells Fargo February 2013 - October 2013
Kranberry's Family Restaurant May 2005 - May 2009
Skills
Thrive in A Fast-paced..., Strong leadership..., Works great in team..., Strong analytical and..., High Energy Level, Intrapersonal Skills, Proficient in MS Excel,..., Self-motivated, Reliable, Customer Service, Sales, Hospitality, Marketing
Education
New Mexico State University 2009 — 2015
Bachelor’s Degree, Entrepreneurship/ Small Business Management
New Mexico State University 2009 — 2015
Bachelor's degree, Small Business Management/ Entrepreneurship
Thea Roy's Wells Fargo Experience October 2012 - Present
Job Lead Teller at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2012 - Present
Whole Foods Market January 2011 - August 2012
Domino's Pizza June 2009 - December 2010
Skills
Cashiering, Customer Service, Problem Solving, Food, Food Preparation, Inventory Management, Time Management, Microsoft Word, Microsoft Office
Education
New Mexico State University 2008 — 2010
Social Work, Sophomore
Lakewood High School 2003 — 2007
Diploma, Graduated
Wells Fargo October 2012 - Present
Whole Foods Market January 2011 - August 2012
Domino's Pizza June 2009 - December 2010
Skills
Cashiering, Customer Service, Problem Solving, Food, Food Preparation, Inventory Management, Time Management, Microsoft Word, Microsoft Office
Education
New Mexico State University 2008 — 2010
Social Work, Sophomore
Lakewood High School 2003 — 2007
Diploma, Graduated
Dwayne J Perry Dwayne J Perry's Wells Fargo Experience August 2014 - December 2014
Job Database Analyst/Developer at Wells Fargo and Adjunct Instructor at York Technical College
Industry Information Technology and Services
Experience
Wells Fargo August 2014 - December 2014
Bank of America April 2013 - April 2014
Ally Financial Inc. February 2013 - March 2013
Ally Financial Inc. March 2012 - January 2013
Ally Financial Inc. August 2010 - January 2012
Wells Fargo October 2009 - September 2010
Wachovia Bank October 2008 - April 2009
Wachovia Securities October 2007 - September 2008
Transamerica June 2007 - September 2007
APM Terminals December 2006 - May 2007
Skills
ETL, Data Analysis, VBA, Microsoft Office, Visio, Business Intelligence, Business Analysis, SQL, Databases, Oracle, SDLC, Crystal Reports, Business Process, Data Warehousing, Requirements Analysis, Software Documentation
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
BS, Information Systems
New York University 1987 — 1991
AAS, Business with Computer Application
Wells Fargo August 2014 - December 2014
Bank of America April 2013 - April 2014
Ally Financial Inc. February 2013 - March 2013
Ally Financial Inc. March 2012 - January 2013
Ally Financial Inc. August 2010 - January 2012
Wells Fargo October 2009 - September 2010
Wachovia Bank October 2008 - April 2009
Wachovia Securities October 2007 - September 2008
Transamerica June 2007 - September 2007
APM Terminals December 2006 - May 2007
Skills
ETL, Data Analysis, VBA, Microsoft Office, Visio, Business Intelligence, Business Analysis, SQL, Databases, Oracle, SDLC, Crystal Reports, Business Process, Data Warehousing, Requirements Analysis, Software Documentation
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
BS, Information Systems
New York University 1987 — 1991
AAS, Business with Computer Application
Sayed Hossain's Wells Fargo Experience 2008 - 2010
Job Software Engineering Team Lead at Airgas
Industry Information Technology and Services
Experience
Airgas May 2015 - Present
Adecco Group August 2013 - February 2015
General Motors February 2013 - June 2013
Barnes & Noble 2010 - 2013
Wells Fargo 2008 - 2010
CenturyLink June 2007 - July 2008
Martin's Point Health Care November 2006 - May 2007
Skills
Quality Assurance, Test Planning, Test Cases, JIRA, QTP, SDLC, Regression Testing, LoadRunner, SQL, Test Management, Functional Testing, Manual Testing, Toad, Selenium, Test Automation, Scrum, User Acceptance Testing, Mobile Devices, Functional Requirements, Web Testing, TFS, Agile Methodologies, Integration Testing, Sitecore, Visual Studio, QA Lead, Databases, ALM, Unit Testing, Test Strategy, Quality Center, Release Management, VBScript, Defect Tracking, Black Box Testing, Usability Testing, Unix, Security, Agile Testing, System Integration..., QC Tools, Version One, Soap UI, Team Leadership, Hybris
Education
New York University 2001 — 2005
Bachelor degree, Computer Science, A-
Airgas May 2015 - Present
Adecco Group August 2013 - February 2015
General Motors February 2013 - June 2013
Barnes & Noble 2010 - 2013
Wells Fargo 2008 - 2010
CenturyLink June 2007 - July 2008
Martin's Point Health Care November 2006 - May 2007
Skills
Quality Assurance, Test Planning, Test Cases, JIRA, QTP, SDLC, Regression Testing, LoadRunner, SQL, Test Management, Functional Testing, Manual Testing, Toad, Selenium, Test Automation, Scrum, User Acceptance Testing, Mobile Devices, Functional Requirements, Web Testing, TFS, Agile Methodologies, Integration Testing, Sitecore, Visual Studio, QA Lead, Databases, ALM, Unit Testing, Test Strategy, Quality Center, Release Management, VBScript, Defect Tracking, Black Box Testing, Usability Testing, Unix, Security, Agile Testing, System Integration..., QC Tools, Version One, Soap UI, Team Leadership, Hybris
Education
New York University 2001 — 2005
Bachelor degree, Computer Science, A-
Keith Arrighetti Keith Arrighetti's Wells Fargo Experience April 2015 - Present
Job Vice President Affluent Segment Leader
Industry Financial Services
Experience
Wells Fargo April 2015 - Present
Wells Fargo February 2006 - Present
Wells Fargo Financial January 1996 - January 2006
Skills
Management, Budgets, Sales, Finance, Banking, Strategic Leadership, Organizational..., Mortgage Lending, Mortgage Banking, Financial Analysis, Strategic Planning, Small Business Lending, Retail Banking, Financial Services, Loans, Team Building, Leadership
Education
New Mexico State University 1991 — 1996
Bachelor's degree, Marketing, 3.5
Wells Fargo April 2015 - Present
Wells Fargo February 2006 - Present
Wells Fargo Financial January 1996 - January 2006
Skills
Management, Budgets, Sales, Finance, Banking, Strategic Leadership, Organizational..., Mortgage Lending, Mortgage Banking, Financial Analysis, Strategic Planning, Small Business Lending, Retail Banking, Financial Services, Loans, Team Building, Leadership
Education
New Mexico State University 1991 — 1996
Bachelor's degree, Marketing, 3.5
Pam Steinberg's Wells Fargo Experience 1982 - 1985
Job RETIRED Key Accounts Administrator at David C Cook
Industry Religious Institutions
Experience
New Century Big Band 2001 - Present
David C. Cook October 1996 - Present
The Gathering Place Christian Center July 1994 - May 2012
Shiloh Church 1984 - 1994
Wells Fargo 1982 - 1985
Skills
Worship Leader, Pianist, Creative Problem Solving, Publishing, Social Media, Pianist, Marketing, Sales, Books, Editing, Music Industry, Music, Communication, Committed to..., Product Development, Copywriting, Social Media Marketing, Fundraising, Public Relations, Nonprofits, Advertising, Public Speaking, Event Planning, Publicity, Theology, Social Networking, Marketing Communications, Blogging, Creative Writing, Community Outreach, Copy Editing, Event Management, Newsletters, Proofreading, Published Author, Religion
Education
Shiloh Bible College 1972 — 1978
Bachelor of Theology
New Mexico State University 1968 — 1970
no degree, Education
New Century Big Band 2001 - Present
David C. Cook October 1996 - Present
The Gathering Place Christian Center July 1994 - May 2012
Shiloh Church 1984 - 1994
Wells Fargo 1982 - 1985
Skills
Worship Leader, Pianist, Creative Problem Solving, Publishing, Social Media, Pianist, Marketing, Sales, Books, Editing, Music Industry, Music, Communication, Committed to..., Product Development, Copywriting, Social Media Marketing, Fundraising, Public Relations, Nonprofits, Advertising, Public Speaking, Event Planning, Publicity, Theology, Social Networking, Marketing Communications, Blogging, Creative Writing, Community Outreach, Copy Editing, Event Management, Newsletters, Proofreading, Published Author, Religion
Education
Shiloh Bible College 1972 — 1978
Bachelor of Theology
New Mexico State University 1968 — 1970
no degree, Education
Tom Zino Tom Zino's Wells Fargo Experience January 2007 - June 2012
Job Voice Operations Engineer at Verizon Telematics, Inc.
Industry Information Technology and Services
Experience
Verizon Telematics, Inc. August 2015 - Present
Verizon Telematics, Inc. July 2014 - Present
Cox Communications July 2013 - July 2014
TIAA-CREF June 2012 - July 2013
Wells Fargo January 2007 - June 2012
IntercontinentalExchange, Inc. August 2006 - January 2007
Cox Communications February 2006 - August 2006
Global Payments October 2005 - January 2006
Accenture September 2001 - October 2005
Skills
Weblogic, Unix, SDLC, Enterprise Architecture, Web Applications, Software Documentation, Cluster, System Architecture, JDBC, System Deployment, Integration, Agile Methodologies, Software Project..., Oracle, Solaris, Tomcat, HP Quality Center, Apache, Red Hat Linux, WebSphere, WebLogic
Education
New York Institute of Technology-Old Westbury 1990 — 1992
Bachelor of Science (BS)
Verizon Telematics, Inc. August 2015 - Present
Verizon Telematics, Inc. July 2014 - Present
Cox Communications July 2013 - July 2014
TIAA-CREF June 2012 - July 2013
Wells Fargo January 2007 - June 2012
IntercontinentalExchange, Inc. August 2006 - January 2007
Cox Communications February 2006 - August 2006
Global Payments October 2005 - January 2006
Accenture September 2001 - October 2005
Skills
Weblogic, Unix, SDLC, Enterprise Architecture, Web Applications, Software Documentation, Cluster, System Architecture, JDBC, System Deployment, Integration, Agile Methodologies, Software Project..., Oracle, Solaris, Tomcat, HP Quality Center, Apache, Red Hat Linux, WebSphere, WebLogic
Education
New York Institute of Technology-Old Westbury 1990 — 1992
Bachelor of Science (BS)
Bernhard Hientzsch Bernhard Hientzsch's Wells Fargo Experience June 2010 - Present
Job
Industry Banking
Experience
Wells Fargo June 2010 - Present
Wells Fargo March 2010 - June 2010
Wachovia, A Wells Fargo Company March 2009 - February 2010
Wachovia, A Wells Fargo Company November 2007 - February 2009
NYU October 2001 - August 2007
Bernhard Hientzsch 2007 - 2007
Skills
Quantitative Finance, Software Engineering, Options, Quantitative Analytics, Derivatives, Equities, Credit Derivatives, Fixed Income, C++, Equity Derivatives, Python, Financial Risk, Financial Markets, Credit Risk, Market Risk, FX Options, Trading Systems
Education
New York University 1997 — 2001
Ph.D.
Universitaet zu Koeln 1992 — 1995
Dipl.-Math. (M.S. equivalent)
Technische Universität Dresden 1990 — 1992
Vordiplom (B.S. equivalent)
MANOS (Martin Andersen Nexoe) 1987 — 1991
Abitur (general qualification for university entrance)
Wells Fargo June 2010 - Present
Wells Fargo March 2010 - June 2010
Wachovia, A Wells Fargo Company March 2009 - February 2010
Wachovia, A Wells Fargo Company November 2007 - February 2009
NYU October 2001 - August 2007
Bernhard Hientzsch 2007 - 2007
Skills
Quantitative Finance, Software Engineering, Options, Quantitative Analytics, Derivatives, Equities, Credit Derivatives, Fixed Income, C++, Equity Derivatives, Python, Financial Risk, Financial Markets, Credit Risk, Market Risk, FX Options, Trading Systems
Education
New York University 1997 — 2001
Ph.D.
Universitaet zu Koeln 1992 — 1995
Dipl.-Math. (M.S. equivalent)
Technische Universität Dresden 1990 — 1992
Vordiplom (B.S. equivalent)
MANOS (Martin Andersen Nexoe) 1987 — 1991
Abitur (general qualification for university entrance)
Deborah Stathos Deborah Stathos's Wells Fargo Experience July 1977 - Present
Job Loan Administration Manager at Wells Fargo | Operations Professional | Seeking my next opportunity
Industry Banking
Experience
Wells Fargo July 1977 - Present
Wells Fargo Home Mortgage July 1976 - Present
Skills
Banking, Credit, Process Improvement, Mortgage Lending, Loans, Risk Management, Customer Service, Mortgage Banking, Relationship Management, Management
Education
New River Community College, Dublin, VA 1983 — 1984
Associate of Arts and Sciences (A.A.S.) Banking & Financial Mgt and Business
New River Community College 1977 — 1983
Associate of Arts and Sciences (A.A.S.), Business Managment and Banking and Financial Management
Wells Fargo July 1977 - Present
Wells Fargo Home Mortgage July 1976 - Present
Skills
Banking, Credit, Process Improvement, Mortgage Lending, Loans, Risk Management, Customer Service, Mortgage Banking, Relationship Management, Management
Education
New River Community College, Dublin, VA 1983 — 1984
Associate of Arts and Sciences (A.A.S.) Banking & Financial Mgt and Business
New River Community College 1977 — 1983
Associate of Arts and Sciences (A.A.S.), Business Managment and Banking and Financial Management
Andy Randazzo's Wells Fargo Experience 2008 - 2012
Job
Industry Information Technology and Services
Experience
Bank of America October 2012 - Present
Wells Fargo 2008 - 2012
Wachovia 2004 - 2008
Wachovia 2002 - 2004
Wachovia 2000 - 2002
Wachovia 1998 - 2000
Technology Solutions Company 1996 - 1998
Education
New York Institute of Technology-Old Westbury
BTEE
Bank of America October 2012 - Present
Wells Fargo 2008 - 2012
Wachovia 2004 - 2008
Wachovia 2002 - 2004
Wachovia 2000 - 2002
Wachovia 1998 - 2000
Technology Solutions Company 1996 - 1998
Education
New York Institute of Technology-Old Westbury
BTEE
Debra Fulco's Wells Fargo Experience July 2009 - January 2011
Job
Industry Banking
Experience
Broadridge Financial Solutions October 2013 - Present
Broadridge Financial Solutions June 2012 - September 2013
TD Ameritrade January 2011 - January 2012
Wells Fargo July 2009 - January 2011
JPMorgan Chase July 2004 - December 2008
IBJ Whitehall Bank & Trust Co July 1989 - April 2003
Skills
Test Scripts, Business Analysis, Treasury Management, Visio, Vendor Management, Process Improvement, Business Requirements, Payments, Requirements Gathering, Project Management, Financial Services, Software Documentation, Integration
Education
Kingsbough Community College 1982 — 1985
AAS, Accounting
New York University
Certification in Financial Analysis
Broadridge Financial Solutions October 2013 - Present
Broadridge Financial Solutions June 2012 - September 2013
TD Ameritrade January 2011 - January 2012
Wells Fargo July 2009 - January 2011
JPMorgan Chase July 2004 - December 2008
IBJ Whitehall Bank & Trust Co July 1989 - April 2003
Skills
Test Scripts, Business Analysis, Treasury Management, Visio, Vendor Management, Process Improvement, Business Requirements, Payments, Requirements Gathering, Project Management, Financial Services, Software Documentation, Integration
Education
Kingsbough Community College 1982 — 1985
AAS, Accounting
New York University
Certification in Financial Analysis
Walter Ellena's Wells Fargo Experience September 2007 - Present
Job Experienced, I.T. Professional with broad skills
Industry Banking
Experience
Wells Fargo September 2007 - Present
Passlogix March 2006 - September 2007
The Green Vale School May 2000 - June 2005
Soft Tech Computers November 1998 - May 2000
Education
New York Institute of Technology 1984 — 1987
NA, Technical Writing
Valley Forge Military Academy 1982 — 1983
Wells Fargo September 2007 - Present
Passlogix March 2006 - September 2007
The Green Vale School May 2000 - June 2005
Soft Tech Computers November 1998 - May 2000
Education
New York Institute of Technology 1984 — 1987
NA, Technical Writing
Valley Forge Military Academy 1982 — 1983
Robert Fleri's Wells Fargo Experience April 1998 - August 2011
Job Retired at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank August 2011 - Present
Wells Fargo April 1998 - August 2011
Ammirati Puris Lintas January 1994 - 1997
Lintas September 1989 - December 1993
HB Playwrights Foundation 1981 - 1986
Emlin Theater for the Performing Arts 1978 - 1981
Skills
Production, Photoshop, InDesign, Strategic Planning, Marketing Strategy, Marketing Communications, Advertising, Web Design, Fundraising, Marketing, Internal Communications, Direct Marketing
Education
Coro Northern California 2006 — 2006
Certificate Community Leadership, Community Leadership
New York University 1977 — 1980
Theater Design
University of Maine Presque Isle 1973 — 1977
BA, English
Wells Fargo Bank August 2011 - Present
Wells Fargo April 1998 - August 2011
Ammirati Puris Lintas January 1994 - 1997
Lintas September 1989 - December 1993
HB Playwrights Foundation 1981 - 1986
Emlin Theater for the Performing Arts 1978 - 1981
Skills
Production, Photoshop, InDesign, Strategic Planning, Marketing Strategy, Marketing Communications, Advertising, Web Design, Fundraising, Marketing, Internal Communications, Direct Marketing
Education
Coro Northern California 2006 — 2006
Certificate Community Leadership, Community Leadership
New York University 1977 — 1980
Theater Design
University of Maine Presque Isle 1973 — 1977
BA, English
Sheri Stettner's Wells Fargo Experience May 2001 - Present
Job Managing Director at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2001 - Present
GE Capital Real Estate December 1996 - January 2001
Northcorp Realty Advisors March 1990 - December 1996
Skills
Mortgage Banking, Real Estate Economics, CMBS, Real Estate, Loans, Mergers & Acquisitions, Mortgage Lending, Asset Managment, Asset Management, Due Diligence, Valuation, Disposition, Investments, Portfolio Management, Real Estate Financing, Acquisitions, Commercial Mortgages, Structured Finance
Education
New York Institute of Technology
Southern Methodist University
Wells Fargo May 2001 - Present
GE Capital Real Estate December 1996 - January 2001
Northcorp Realty Advisors March 1990 - December 1996
Skills
Mortgage Banking, Real Estate Economics, CMBS, Real Estate, Loans, Mergers & Acquisitions, Mortgage Lending, Asset Managment, Asset Management, Due Diligence, Valuation, Disposition, Investments, Portfolio Management, Real Estate Financing, Acquisitions, Commercial Mortgages, Structured Finance
Education
New York Institute of Technology
Southern Methodist University
Raymond Marasciulo's Wells Fargo Experience July 2010 - January 2012
Job Solutions Architect at New York City Department of Health and Mental Hygiene
Industry Financial Services
Experience
New York City Department of Health and Mental Hygiene March 2012 - Present
Quill January 2012 - March 2012
Wells Fargo July 2010 - January 2012
Bank of New York Mellon May 2009 - July 2010
JetBlue Airways December 2008 - May 2009
The New York Times June 2008 - November 2008
Astoria Federal Savings 2006 - 2007
JPMorgan Chase 2000 - 2004
Chase Manhattan Corporation 1992 - 2004
Skills
Vendor Management, Business Analysis, Data Center, Integration, Project Portfolio..., SharePoint, IT Strategy, Visio, Cloud Computing, PMO, SDLC, Access, Security, Disaster Recovery, Enterprise Architecture, Active Directory, Solution Architecture, IT Management, VMware, Servers, IT Service Management, Software Documentation, SQL, Service Delivery
Education
New York Institute of Technology-Old Westbury 1988 — 1989
None, Mechanical Engineering
New York City Department of Health and Mental Hygiene March 2012 - Present
Quill January 2012 - March 2012
Wells Fargo July 2010 - January 2012
Bank of New York Mellon May 2009 - July 2010
JetBlue Airways December 2008 - May 2009
The New York Times June 2008 - November 2008
Astoria Federal Savings 2006 - 2007
JPMorgan Chase 2000 - 2004
Chase Manhattan Corporation 1992 - 2004
Skills
Vendor Management, Business Analysis, Data Center, Integration, Project Portfolio..., SharePoint, IT Strategy, Visio, Cloud Computing, PMO, SDLC, Access, Security, Disaster Recovery, Enterprise Architecture, Active Directory, Solution Architecture, IT Management, VMware, Servers, IT Service Management, Software Documentation, SQL, Service Delivery
Education
New York Institute of Technology-Old Westbury 1988 — 1989
None, Mechanical Engineering
Kamlu Gulrajani,PMP's Wells Fargo Experience February 2006 - March 2006
Job Business Systems Consultant.
Industry Financial Services
Experience
Home May 2009 - May 2012
TIAA-CREF December 2007 - April 2009
AIG Inc. July 2006 - September 2007
Wells Fargo February 2006 - March 2006
Citistreet Inc. February 1999 - September 2004
Star Video Entertainment 1997 - 1998
Gitano Group Inc 1990 - 1992
Skills
SDLC, Program Management, Business Requirements, Project Management, Quality Assurance, Risk Management, Vendor Management, Business Analysis, Analysis, Project Planning, Testing, Budgets, PMP, Management, Requirements Gathering, Requirements Analysis, Business Process..., Software Project..., Process Improvement, Software Documentation, Visio, COBOL, Business Intelligence, MS Project, Business Process, Project Portfolio..., PMO, Resource Management, User Acceptance Testing, IT Strategy, SharePoint
Education
Avtech Institute of Technology 2010 — 2010
Certificate, Microsoft Office Project 2007
Avtech Institute of Technology 2010 — 2010
Certificate, Oracle database 11g
Avtech Institute of Technology 2010 — 2010
PMP, Project Management Professional
Avtech Institute,South Plainfield,NJ 2004 — 2005
Oracle Financial 11i Application Server Training
Cittone institute. 1994 — 1995
Certificate, COBOL/400, RPGLE, CL
New York Institute of Technology 1985 — 1988
1988, COBOL, RPG, JCL
Sydenham College of Commerce & Economics
Home May 2009 - May 2012
TIAA-CREF December 2007 - April 2009
AIG Inc. July 2006 - September 2007
Wells Fargo February 2006 - March 2006
Citistreet Inc. February 1999 - September 2004
Star Video Entertainment 1997 - 1998
Gitano Group Inc 1990 - 1992
Skills
SDLC, Program Management, Business Requirements, Project Management, Quality Assurance, Risk Management, Vendor Management, Business Analysis, Analysis, Project Planning, Testing, Budgets, PMP, Management, Requirements Gathering, Requirements Analysis, Business Process..., Software Project..., Process Improvement, Software Documentation, Visio, COBOL, Business Intelligence, MS Project, Business Process, Project Portfolio..., PMO, Resource Management, User Acceptance Testing, IT Strategy, SharePoint
Education
Avtech Institute of Technology 2010 — 2010
Certificate, Microsoft Office Project 2007
Avtech Institute of Technology 2010 — 2010
Certificate, Oracle database 11g
Avtech Institute of Technology 2010 — 2010
PMP, Project Management Professional
Avtech Institute,South Plainfield,NJ 2004 — 2005
Oracle Financial 11i Application Server Training
Cittone institute. 1994 — 1995
Certificate, COBOL/400, RPGLE, CL
New York Institute of Technology 1985 — 1988
1988, COBOL, RPG, JCL
Sydenham College of Commerce & Economics
Deborah Haug's Wells Fargo Experience 1987 - 1992
Job Retired Trust & Investment Management Executive
Industry Investment Management
Experience
Retired Financial Services Executive January 2013 - Present
Perkins Coie Trust Company September 2001 - December 2012
Trust Company of Washington 1999 - 2000
Bank of Hawaii January 1994 - January 1998
Wells Fargo 1987 - 1992
Citibank NA 1980 - 1987
Skills
Mutual Funds, Financial Services, Investments, Private Equity, Venture Capital, Mergers, Securities, Due Diligence, Corporate Governance, Portfolio Management, Hedge Funds, Start-ups, Asset Managment, Strategic Planning, Equities, Capital Markets, Public Speaking, Asset Allocation, Mergers & Acquisitions
Education
New York University 1978 — 1982
MBA, Finance
William & Mary 1971 — 1975
BS, Biology
Retired Financial Services Executive January 2013 - Present
Perkins Coie Trust Company September 2001 - December 2012
Trust Company of Washington 1999 - 2000
Bank of Hawaii January 1994 - January 1998
Wells Fargo 1987 - 1992
Citibank NA 1980 - 1987
Skills
Mutual Funds, Financial Services, Investments, Private Equity, Venture Capital, Mergers, Securities, Due Diligence, Corporate Governance, Portfolio Management, Hedge Funds, Start-ups, Asset Managment, Strategic Planning, Equities, Capital Markets, Public Speaking, Asset Allocation, Mergers & Acquisitions
Education
New York University 1978 — 1982
MBA, Finance
William & Mary 1971 — 1975
BS, Biology
Joyce Clinton, CPA's Wells Fargo Experience April 1994 - March 2006
Job Director, Financial Services Advisory at PwC
Industry Financial Services
Experience
PwC August 2013 - Present
Experian November 2011 - February 2013
Capco September 2008 - November 2011
Pacific Capital Bancorp March 2006 - August 2007
Wells Fargo April 1994 - March 2006
JP Morgan Chase August 1984 - March 1994
Arthur Andersen August 1981 - August 1984
Skills
Project Planning, Investor Relations, Interest Rate Risk..., ALM, Reporting & Analysis, Forecasting, Managerial Finance, Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Valuation, Finance, US GAAP, Strategy, Mergers & Acquisitions, Strategic Financial..., Leadership, Budgets, Project Managers, Management, Business Process..., Financial Services, Financial Risk, Strategic Planning, Analysis, Corporate Finance, Business Process, Treasury Management, Vendor Management, Acquisition Integration, Investments, Banking, Financial Accounting, Treasury, Risk Management, Cash Management, Enterprise Risk..., Financial Planning
Education
University of Tennessee-Knoxville 2000 — 2000
Executive Leadership Program
New Mexico State University 1976 — 1981
Bachelor, Accounting
Sandia High School
PwC August 2013 - Present
Experian November 2011 - February 2013
Capco September 2008 - November 2011
Pacific Capital Bancorp March 2006 - August 2007
Wells Fargo April 1994 - March 2006
JP Morgan Chase August 1984 - March 1994
Arthur Andersen August 1981 - August 1984
Skills
Project Planning, Investor Relations, Interest Rate Risk..., ALM, Reporting & Analysis, Forecasting, Managerial Finance, Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Valuation, Finance, US GAAP, Strategy, Mergers & Acquisitions, Strategic Financial..., Leadership, Budgets, Project Managers, Management, Business Process..., Financial Services, Financial Risk, Strategic Planning, Analysis, Corporate Finance, Business Process, Treasury Management, Vendor Management, Acquisition Integration, Investments, Banking, Financial Accounting, Treasury, Risk Management, Cash Management, Enterprise Risk..., Financial Planning
Education
University of Tennessee-Knoxville 2000 — 2000
Executive Leadership Program
New Mexico State University 1976 — 1981
Bachelor, Accounting
Sandia High School
Katie Summerford's Wells Fargo Experience February 2013 - October 2013
Job President at VK Studios, LLC
Industry Entertainment
Experience
VK Studios, LLC July 2014 - Present
Wells Fargo February 2013 - October 2013
Wells Fargo Bank May 2000 - February 2013
Chase Merchant Services January 2000 - June 2000
Compass Bank February 1999 - December 1999
Wells Fargo March 1995 - February 1999
Skills
Banking, Credit, Loans, Commercial Banking, Cross Selling, Business Development, Sales, Management, Sales Management, Strategic Planning, New Business Development, Commercial Lending, Credit Analysis, Small Business Lending, Lines Of Credit, Consumer Lending, Underwriting, Asset Based Lending, SBA, Portfolio Management
Education
The University of New Mexico 1997 — 1998
Western States School of Banking, Finance
New Mexico State University 1988 — 1992
VK Studios, LLC July 2014 - Present
Wells Fargo February 2013 - October 2013
Wells Fargo Bank May 2000 - February 2013
Chase Merchant Services January 2000 - June 2000
Compass Bank February 1999 - December 1999
Wells Fargo March 1995 - February 1999
Skills
Banking, Credit, Loans, Commercial Banking, Cross Selling, Business Development, Sales, Management, Sales Management, Strategic Planning, New Business Development, Commercial Lending, Credit Analysis, Small Business Lending, Lines Of Credit, Consumer Lending, Underwriting, Asset Based Lending, SBA, Portfolio Management
Education
The University of New Mexico 1997 — 1998
Western States School of Banking, Finance
New Mexico State University 1988 — 1992
Michelle Matheny's Wells Fargo Experience May 2007 - August 2008
Job Scheduler III at Kinder Morgan
Industry Oil & Energy
Experience
Kinder Morgan June 2012 - Present
El Paso August 2008 - June 2012
Wells Fargo May 2007 - August 2008
Skills
Petroleum, MS Project, Financial Analysis, Process Improvement, PeopleSoft, Risk Management, Natural Gas, Analysis, Business Analysis, SAP, Contract Management, Energy
Education
Colorado Technical University 2007 — 2008
MBA, Project Management, 4.0
New Mexico State University 2000 — 2004
Kinder Morgan June 2012 - Present
El Paso August 2008 - June 2012
Wells Fargo May 2007 - August 2008
Skills
Petroleum, MS Project, Financial Analysis, Process Improvement, PeopleSoft, Risk Management, Natural Gas, Analysis, Business Analysis, SAP, Contract Management, Energy
Education
Colorado Technical University 2007 — 2008
MBA, Project Management, 4.0
New Mexico State University 2000 — 2004
Jonathan Nichols's Wells Fargo Experience July 2009 - January 2011
Job Attorney
Industry Higher Education
Experience
City of Seattle January 2014 - May 2014
Seattle University School of Law June 2011 - May 2014
King County Superior Court August 2013 - December 2013
State of Washington May 2013 - August 2013
U.S. Department of Labor January 2013 - May 2013
King County Prosecuting Attorney's Office May 2012 - August 2012
Wells Fargo July 2009 - January 2011
The Delta Chi Fraternity, Inc. May 2007 - May 2008
The Delta Chi Fraternity, Inc. January 2006 - May 2007
Skills
Legal Research, Legal Writing, Trial Advocacy, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Data Analysis, Government, Team Leadership, Leadership Development, Public Policy, Westlaw, Leadership, Program Management, Policy, Analysis, Criminal Law, Trials, Legal Assistance, Lexis, Editing, Administrative Law, Mediation, Hand to Hand Combat, Courts, Litigation, Recruiting, Civil Litigation, Immigration Law, Public Speaking, Research
Education
Seattle University School of Law 2011 — 2014
Doctor of Law (J.D.), Law
New Mexico State University 2000 — 2005
BA, Economics
City of Seattle January 2014 - May 2014
Seattle University School of Law June 2011 - May 2014
King County Superior Court August 2013 - December 2013
State of Washington May 2013 - August 2013
U.S. Department of Labor January 2013 - May 2013
King County Prosecuting Attorney's Office May 2012 - August 2012
Wells Fargo July 2009 - January 2011
The Delta Chi Fraternity, Inc. May 2007 - May 2008
The Delta Chi Fraternity, Inc. January 2006 - May 2007
Skills
Legal Research, Legal Writing, Trial Advocacy, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Data Analysis, Government, Team Leadership, Leadership Development, Public Policy, Westlaw, Leadership, Program Management, Policy, Analysis, Criminal Law, Trials, Legal Assistance, Lexis, Editing, Administrative Law, Mediation, Hand to Hand Combat, Courts, Litigation, Recruiting, Civil Litigation, Immigration Law, Public Speaking, Research
Education
Seattle University School of Law 2011 — 2014
Doctor of Law (J.D.), Law
New Mexico State University 2000 — 2005
BA, Economics
David Laubach, CRCP's Wells Fargo Experience July 2013 - Present
Job Counterparty Credit Risk at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2013 - Present
Scarsdale Equities LLC January 2012 - December 2012
Scarsdale Equities "Lunch Notes" August 2008 - July 2012
Scarsdale Equities LLC January 2011 - December 2011
Scarsdale Equities LLC November 2007 - January 2011
Penson Financial Services October 2006 - November 2007
Scarsdale Equities LLC February 2006 - October 2006
Skills
Equities
Education
CRCP
Cistercian
New York University
Wells Fargo July 2013 - Present
Scarsdale Equities LLC January 2012 - December 2012
Scarsdale Equities "Lunch Notes" August 2008 - July 2012
Scarsdale Equities LLC January 2011 - December 2011
Scarsdale Equities LLC November 2007 - January 2011
Penson Financial Services October 2006 - November 2007
Scarsdale Equities LLC February 2006 - October 2006
Skills
Equities
Education
CRCP
Cistercian
New York University
Kaushik Bhattacharya's Wells Fargo Experience November 2008 - November 2009
Job Solution Architect Consultant at Ameriprise
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
Wells Fargo Advisors March 2014 - May 2015
General Mills January 2014 - March 2014
McGladrey June 2013 - December 2013
Cetera Financial Group May 2012 - May 2013
XCEL ENERGY January 2012 - May 2012
OptumInsight August 2011 - January 2012
Blue Cross Blue Shield of Iowa September 2010 - August 2011
UnitedHealth Group November 2009 - August 2010
Wells Fargo November 2008 - November 2009
Skills
Technology Management, MVVM and Knockout..., .NET MVC4, UX design Pattern, Microsoft CRM, salesforce, Apex Data Loader, Microsoft SQL Server, Oracle Applications, jQuery, Java, IBM Cast Iron Studio, TIBCO COMPOSITE STUDIO
Education
New York Institute of Technology-Old Westbury 2003 — 2005
MS, Computer Science With Distinction
New York 2001 — 2002
New York University
Ameriprise Financial Services, Inc. June 2015 - Present
Wells Fargo Advisors March 2014 - May 2015
General Mills January 2014 - March 2014
McGladrey June 2013 - December 2013
Cetera Financial Group May 2012 - May 2013
XCEL ENERGY January 2012 - May 2012
OptumInsight August 2011 - January 2012
Blue Cross Blue Shield of Iowa September 2010 - August 2011
UnitedHealth Group November 2009 - August 2010
Wells Fargo November 2008 - November 2009
Skills
Technology Management, MVVM and Knockout..., .NET MVC4, UX design Pattern, Microsoft CRM, salesforce, Apex Data Loader, Microsoft SQL Server, Oracle Applications, jQuery, Java, IBM Cast Iron Studio, TIBCO COMPOSITE STUDIO
Education
New York Institute of Technology-Old Westbury 2003 — 2005
MS, Computer Science With Distinction
New York 2001 — 2002
New York University
Valerie Davila's Wells Fargo Experience April 2014 - Present
Job Regional Marketing Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2014 - Present
Skills
Marketing, Banking, CRM, Direct Marketing
Education
New Mexico State University 2001 — 2006
Wells Fargo April 2014 - Present
Skills
Marketing, Banking, CRM, Direct Marketing
Education
New Mexico State University 2001 — 2006
Carolyn DeMont's Wells Fargo Experience October 2000 - Present
Job Learning & Development Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2000 - Present
Washington Mutual October 1998 - September 2000
Home Savings of America 1994 - 1998
Skills
Curriculum Design, Instructional Design, Blended Learning, Captivate, Online Training, Adult Education, Learning Technology, Needs Analysis, Distance Learning, PowerPoint, Problem Solving, Microsoft Office, SharePoint, Adobe Presenter, Learning Consultant, E-Learning, Training, Change Management, Learning Management..., Consulting, Virtual Teams, ADDIE, Performance Consulting, Program Facilitation, Process Improvement, Learning Management, Workshop Facilitation, Training Delivery, SnagIt, Organizational..., Employee Training, Leadership Development
Education
New York Institute of Technology 1997 — 1999
M.S., Instructional Technology - Education
University of Illinois at Urbana-Champaign
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Wells Fargo October 2000 - Present
Washington Mutual October 1998 - September 2000
Home Savings of America 1994 - 1998
Skills
Curriculum Design, Instructional Design, Blended Learning, Captivate, Online Training, Adult Education, Learning Technology, Needs Analysis, Distance Learning, PowerPoint, Problem Solving, Microsoft Office, SharePoint, Adobe Presenter, Learning Consultant, E-Learning, Training, Change Management, Learning Management..., Consulting, Virtual Teams, ADDIE, Performance Consulting, Program Facilitation, Process Improvement, Learning Management, Workshop Facilitation, Training Delivery, SnagIt, Organizational..., Employee Training, Leadership Development
Education
New York Institute of Technology 1997 — 1999
M.S., Instructional Technology - Education
University of Illinois at Urbana-Champaign
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Robin Petty's Wells Fargo Experience August 2008 - June 2013
Job Director of Wealth Strategy, East
Industry Financial Services
Experience
Hawthorn, PNC Family Wealth June 2013 - Present
Wells Fargo August 2008 - June 2013
JP Morgan August 2007 - August 2008
U.S. Trust August 1992 - August 2007
PricewaterhouseCoopers 1990 - 1992
Options, Inc 1988 - 1989
Skills
Alternative Investments, Series 7, Wealth Management..., Wealth, Wealth Management, Personal Financial..., Finance, Asset Management, Loans, Investments, Fixed Income, Corporate Finance, Derivatives, Financial Analysis, Asset Managment, Portfolio Management
Education
New York Law School 1996 — 2000
Wagner College 1984 — 1988
B.S., Arts Administration
Hawthorn, PNC Family Wealth June 2013 - Present
Wells Fargo August 2008 - June 2013
JP Morgan August 2007 - August 2008
U.S. Trust August 1992 - August 2007
PricewaterhouseCoopers 1990 - 1992
Options, Inc 1988 - 1989
Skills
Alternative Investments, Series 7, Wealth Management..., Wealth, Wealth Management, Personal Financial..., Finance, Asset Management, Loans, Investments, Fixed Income, Corporate Finance, Derivatives, Financial Analysis, Asset Managment, Portfolio Management
Education
New York Law School 1996 — 2000
Wagner College 1984 — 1988
B.S., Arts Administration
Molly (Varecka) Sackett's Wells Fargo Experience July 2014 - Present
Job Counsel Corporate Properties Section at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2014 - Present
Wells Fargo June 2009 - July 2014
Goldberg Weprin & Ustin LLP October 2007 - January 2009
Edmonds & Co. P.C. May 2007 - October 2007
Chicago Title Insurance Company October 2005 - March 2007
Skills
Real Estate, Real Estate Economics, Mortgage Lending, Investments, Real Estate Transactions, Due Diligence, Location Intelligence, Real Estate Development, Valuation, Commercial Real Estate, Public Speaking, Portfolio Management
Education
New York Law School 2002 — 2005
Juris Doctorate
Skidmore College 1998 — 2002
B.A., Government, Law
Breck School 1985 — 1998
Wells Fargo July 2014 - Present
Wells Fargo June 2009 - July 2014
Goldberg Weprin & Ustin LLP October 2007 - January 2009
Edmonds & Co. P.C. May 2007 - October 2007
Chicago Title Insurance Company October 2005 - March 2007
Skills
Real Estate, Real Estate Economics, Mortgage Lending, Investments, Real Estate Transactions, Due Diligence, Location Intelligence, Real Estate Development, Valuation, Commercial Real Estate, Public Speaking, Portfolio Management
Education
New York Law School 2002 — 2005
Juris Doctorate
Skidmore College 1998 — 2002
B.A., Government, Law
Breck School 1985 — 1998
Gregory Cabanos's Wells Fargo Experience May 2006 - May 2013
Job Partner/Business Development Manager at NW Dealer Direct
Industry Automotive
Experience
NW Dealer Direct May 2013 - Present
Wells Fargo May 2006 - May 2013
Deutsche Bank December 2001 - December 2002
Merrill Lynch March 1997 - November 2001
Skills
Sales, Finance, Mortgage Lending, Equities, Banking, Business Development, Credit, New Business Development, Marketing, Capital Markets, Loans, Portfolio Management, Investments, Relationship Management, Financial Services, Credit Risk, Credit Analysis, Insurance, Commercial Lending, Risk Management, Financial Analysis, Loan Origination, Customer Retention, Strategic Financial..., Business Planning, Underwriting, Mergers & Acquisitions, Analytics, Sales Management, Customer Service, Financial Planning
Education
New York University 1985 — 1989
BS, Economics
NW Dealer Direct May 2013 - Present
Wells Fargo May 2006 - May 2013
Deutsche Bank December 2001 - December 2002
Merrill Lynch March 1997 - November 2001
Skills
Sales, Finance, Mortgage Lending, Equities, Banking, Business Development, Credit, New Business Development, Marketing, Capital Markets, Loans, Portfolio Management, Investments, Relationship Management, Financial Services, Credit Risk, Credit Analysis, Insurance, Commercial Lending, Risk Management, Financial Analysis, Loan Origination, Customer Retention, Strategic Financial..., Business Planning, Underwriting, Mergers & Acquisitions, Analytics, Sales Management, Customer Service, Financial Planning
Education
New York University 1985 — 1989
BS, Economics
Angela Chiang's Wells Fargo Experience August 2013 - August 2015
Job Vice President at AIG
Industry Financial Services
Experience
AIG August 2015 - Present
Wells Fargo August 2013 - August 2015
WELLS FARGO & CO September 2008 - August 2013
BEAR, STEARNS & CO. INC July 2006 - August 2008
MIZUHO CORPORATE BANK, LTD February 2005 - July 2006
THE SUMITOMO TRUST & BANKING CO., LTD July 2001 - February 2005
Skills
Banking, Portfolio Management, Credit Risk, Analysis, Credit, Credit Analysis, Due Diligence, Leveraged Finance, Finance, Loans, Risk Management, Corporate Finance, Investments, Financial Analysis, Hedge Funds
Education
New York University 1997 — 2001
BA, Economics, Sociology
New York University
Bachelor of Arts (BA), Economics
AIG August 2015 - Present
Wells Fargo August 2013 - August 2015
WELLS FARGO & CO September 2008 - August 2013
BEAR, STEARNS & CO. INC July 2006 - August 2008
MIZUHO CORPORATE BANK, LTD February 2005 - July 2006
THE SUMITOMO TRUST & BANKING CO., LTD July 2001 - February 2005
Skills
Banking, Portfolio Management, Credit Risk, Analysis, Credit, Credit Analysis, Due Diligence, Leveraged Finance, Finance, Loans, Risk Management, Corporate Finance, Investments, Financial Analysis, Hedge Funds
Education
New York University 1997 — 2001
BA, Economics, Sociology
New York University
Bachelor of Arts (BA), Economics
Kanubhai Modi's Wells Fargo Experience September 2008 - Present
Job VP Risk Asset Review at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2008 - Present
Bank of Montreal April 1988 - July 2008
Chemical Bank March 1986 - March 1988
Marine Midland Bank February 1983 - February 1986
Education
New York University - Leonard N. Stern School of Business 1982 — 1983
MBA, Finance
New York University 1977 — 1981
BS, Accounting
Wells Fargo September 2008 - Present
Bank of Montreal April 1988 - July 2008
Chemical Bank March 1986 - March 1988
Marine Midland Bank February 1983 - February 1986
Education
New York University - Leonard N. Stern School of Business 1982 — 1983
MBA, Finance
New York University 1977 — 1981
BS, Accounting
John Kochevar's Wells Fargo Experience April 2010 - November 2010
Job VP Analytics and Information
Industry Banking
Experience
Union Bank November 2010 - Present
Union Bank 2010 - 2011
Wells Fargo April 2010 - November 2010
TechRP February 2009 - April 2010
Washington Mutual May 2007 - January 2009
Washington Mutual Card Services 2007 - January 2009
Ameriprise May 2005 - 2007
Ameriprise Financial 2005 - 2007
American Express April 2003 - May 2005
American Express May 2001 - April 2003
Education
New Mexico State University 1993 — 1995
MA, Economics/Regulatory Economics
New Mexico State University 1990 — 1992
BBA, Economics
University of Colorado Boulder 1987 — 1990
Finance
Union Bank November 2010 - Present
Union Bank 2010 - 2011
Wells Fargo April 2010 - November 2010
TechRP February 2009 - April 2010
Washington Mutual May 2007 - January 2009
Washington Mutual Card Services 2007 - January 2009
Ameriprise May 2005 - 2007
Ameriprise Financial 2005 - 2007
American Express April 2003 - May 2005
American Express May 2001 - April 2003
Education
New Mexico State University 1993 — 1995
MA, Economics/Regulatory Economics
New Mexico State University 1990 — 1992
BBA, Economics
University of Colorado Boulder 1987 — 1990
Finance
Stanley Sebastian's Wells Fargo Experience March 2015 - Present
Job Compliance ConsultantHuman Resources
Industry Human Resources
Experience
Wells Fargo March 2015 - Present
Wells Fargo July 2014 - March 2015
University of Phoenix December 2013 - July 2014
TSA April 2013 - November 2013
Wells Fargo May 2012 - April 2013
United States Air Force May 2010 - January 2012
United States Air Force February 2009 - February 2010
United States Air Force May 2008 - September 2008
Unites States Air Force June 2007 - May 2008
United States Air Force June 2006 - June 2007
Skills
Air Force, DoD, Computer Repair, Radio Broadcasting, Customer Relations, Management Consulting, Personnel Management, Employee Training, Customer Service, Program Management, Supervisory Skills, Leadership, Leadership Development, Human Resources, Policy, Government, Military Experience, Training, Employee Relations, Military, Security Clearance, Army, Operations Management, Command, Weapons
Education
University of Phoenix 2001 — 2003
Master of Arts (M.A.), Organizational Management
New York Institute of Technology-Old Westbury 1985 — 1990
Bachelor of Science (B.S.), Behavioral Sciences
Wells Fargo March 2015 - Present
Wells Fargo July 2014 - March 2015
University of Phoenix December 2013 - July 2014
TSA April 2013 - November 2013
Wells Fargo May 2012 - April 2013
United States Air Force May 2010 - January 2012
United States Air Force February 2009 - February 2010
United States Air Force May 2008 - September 2008
Unites States Air Force June 2007 - May 2008
United States Air Force June 2006 - June 2007
Skills
Air Force, DoD, Computer Repair, Radio Broadcasting, Customer Relations, Management Consulting, Personnel Management, Employee Training, Customer Service, Program Management, Supervisory Skills, Leadership, Leadership Development, Human Resources, Policy, Government, Military Experience, Training, Employee Relations, Military, Security Clearance, Army, Operations Management, Command, Weapons
Education
University of Phoenix 2001 — 2003
Master of Arts (M.A.), Organizational Management
New York Institute of Technology-Old Westbury 1985 — 1990
Bachelor of Science (B.S.), Behavioral Sciences
Jess Saypoff's Wells Fargo Experience 2010 - March 2013
Job General Counsel & Chief Compliance Officer at Axonic Capital LLC
Industry Financial Services
Experience
Axonic Capital LLC March 2013 - Present
Wells Fargo 2010 - March 2013
NewOak Capital LLC August 2008 - November 2010
Barclays Capital October 1994 - August 2008
Hughes Hubbard & Reed LLP July 1992 - October 1994
Cravath, Swaine & Moore LLP October 1985 - July 1992
Education
New York University School of Law
JD, Law
New York University - Leonard N. Stern School of Business
MBA
New York University - Leonard N. Stern School of Business
BS, Economics and Computers
New York University
Axonic Capital LLC March 2013 - Present
Wells Fargo 2010 - March 2013
NewOak Capital LLC August 2008 - November 2010
Barclays Capital October 1994 - August 2008
Hughes Hubbard & Reed LLP July 1992 - October 1994
Cravath, Swaine & Moore LLP October 1985 - July 1992
Education
New York University School of Law
JD, Law
New York University - Leonard N. Stern School of Business
MBA
New York University - Leonard N. Stern School of Business
BS, Economics and Computers
New York University
Varun Vir's Wells Fargo Experience March 2014 - Present
Job sr oracle dba at Wells Fargo
Industry Computer Software
Experience
Wells Fargo March 2014 - Present
AAA June 2013 - February 2014
United States Postal Service January 2011 - May 2013
United States Postal Service January 2011 - May 2013
DOD Federal September 2009 - November 2010
Baker Hughes January 2008 - July 2009
Skills
Spirituality, Stock Market, Writing, Unix Shell Scripting, SQL, Team Leadership, Blogging, Database Administration, Databases, Documentation, Software Documentation
Education
New York Institute of Technology 2005 — 2007
MS, computer science
Wells Fargo March 2014 - Present
AAA June 2013 - February 2014
United States Postal Service January 2011 - May 2013
United States Postal Service January 2011 - May 2013
DOD Federal September 2009 - November 2010
Baker Hughes January 2008 - July 2009
Skills
Spirituality, Stock Market, Writing, Unix Shell Scripting, SQL, Team Leadership, Blogging, Database Administration, Databases, Documentation, Software Documentation
Education
New York Institute of Technology 2005 — 2007
MS, computer science
Lucas A. Torres's Wells Fargo Experience 2009 - July 2011
Job VP Tech Project Team Mgr, Global Technology & Operations at Bank of America
Industry Information Technology and Services
Experience
Bank of America August 2010 - Present
Wells Fargo 2009 - July 2011
Bank Of America 2010 - 2011
Food Lion, LLC October 2005 - January 2009
TIAA-CREF 1984 - 2005
Education
New York University 1984 — 1985
Diploma, Computer Technology
University of Puerto Rico 1979 — 1981
A.C.S., Computer Science
Bank of America August 2010 - Present
Wells Fargo 2009 - July 2011
Bank Of America 2010 - 2011
Food Lion, LLC October 2005 - January 2009
TIAA-CREF 1984 - 2005
Education
New York University 1984 — 1985
Diploma, Computer Technology
University of Puerto Rico 1979 — 1981
A.C.S., Computer Science
Diane Arriola's Wells Fargo Experience February 2013 - Present
Job WFB
Industry Computer Software
Experience
Wells Fargo February 2013 - Present
American Traffic Solutions November 2010 - November 2012
Sage Software 2006 - 2010
Computer Guidance Corporation 2005 - 2006
JusticeTrax 2001 - 2006
DMR Consulting 1998 - 2000
More Group Inc. 1996 - 1998
United Jersey Banks 1983 - 1989
Manufacturers Hanover Trust 1972 - 1980
Skills
Finance, Agile Methodologies, Real Estate, Airlines, SQL, Microsoft SQL Server, Test Automation, Software Development, Test Management, Software Project..., .NET, Software Documentation, Program Management, User Acceptance Testing, Test Planning, Integration, Quality Assurance, Business Analysis, Project Management
Education
New York Institute of Technology
University of St. Andrews
Wells Fargo February 2013 - Present
American Traffic Solutions November 2010 - November 2012
Sage Software 2006 - 2010
Computer Guidance Corporation 2005 - 2006
JusticeTrax 2001 - 2006
DMR Consulting 1998 - 2000
More Group Inc. 1996 - 1998
United Jersey Banks 1983 - 1989
Manufacturers Hanover Trust 1972 - 1980
Skills
Finance, Agile Methodologies, Real Estate, Airlines, SQL, Microsoft SQL Server, Test Automation, Software Development, Test Management, Software Project..., .NET, Software Documentation, Program Management, User Acceptance Testing, Test Planning, Integration, Quality Assurance, Business Analysis, Project Management
Education
New York Institute of Technology
University of St. Andrews
Angelo DiMichelo's Wells Fargo Experience Mortgage ConsultantCitiApril 2000 - August 2007
Job Mortgage Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo Mortgage ConsultantCitiApril 2000 - August 2007
Education
New York University 1987 — 1989
Certificate, Mortgage Banking/Secondary Mortgage Markets
Wells Fargo Mortgage ConsultantCitiApril 2000 - August 2007
Education
New York University 1987 — 1989
Certificate, Mortgage Banking/Secondary Mortgage Markets
Arnold Torres's Wells Fargo Experience October 2011 - Present
Job Regional Sales Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2011 - Present
Wells Fargo April 2004 - October 2011
Bank One February 1995 - April 2004
Skills
Management, Credit, Loans, Credit Analysis, Risk Management, Commercial Lending, Relationship Management, Mortgage Lending, Finance, Financial Services
Education
State University of New York at Old Westbury 1997 — 1999
BS, Finance
New York Institute of Technology-Old Westbury
Wells Fargo October 2011 - Present
Wells Fargo April 2004 - October 2011
Bank One February 1995 - April 2004
Skills
Management, Credit, Loans, Credit Analysis, Risk Management, Commercial Lending, Relationship Management, Mortgage Lending, Finance, Financial Services
Education
State University of New York at Old Westbury 1997 — 1999
BS, Finance
New York Institute of Technology-Old Westbury
Eric Laing's Wells Fargo Experience April 2007 - Present
Job System Support Analyst at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo April 2007 - Present
Wells Fargo Bank 2005 - Present
Education
New Mexico State University
Wells Fargo April 2007 - Present
Wells Fargo Bank 2005 - Present
Education
New Mexico State University
Jack Millendorf's Wells Fargo Experience January 2013 - Present
Job Systems QA Analyst
Industry Information Technology and Services
Experience
Wells Fargo January 2013 - Present
Skills
Testing, Troubleshooting, Requirements Analysis, Microsoft Office, Databases, Telecommunications, Windows, Software Documentation, SDLC, Business Analysis, Software Project..., Analysis, Visio, Integration, SQL, SharePoint, Requirements Gathering, Business Requirements, Process Improvement, Systems Analysis, Access, Business Intelligence, DB2, Business Process, Microsoft SQL Server
Education
New York Institute of Technology
Master of Business Administration (MBA), Business Administration and Management, General
Wells Fargo January 2013 - Present
Skills
Testing, Troubleshooting, Requirements Analysis, Microsoft Office, Databases, Telecommunications, Windows, Software Documentation, SDLC, Business Analysis, Software Project..., Analysis, Visio, Integration, SQL, SharePoint, Requirements Gathering, Business Requirements, Process Improvement, Systems Analysis, Access, Business Intelligence, DB2, Business Process, Microsoft SQL Server
Education
New York Institute of Technology
Master of Business Administration (MBA), Business Administration and Management, General
Lisa Degruyter's Wells Fargo Experience July 1993 - Present
Job Branch Sales Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo July 1993 - Present
Education
New Mexico State University 1984 — 1988
Bachelors, Business
Wells Fargo July 1993 - Present
Education
New Mexico State University 1984 — 1988
Bachelors, Business
Huaijian Zhang's Wells Fargo Experience June 2013 - June 2015
Job Quantitative Associate at Bank of America Merrill Lynch
Industry Higher Education
Experience
Bank of America Merrill Lynch June 2015 - Present
Wells Fargo June 2013 - June 2015
Quantitative Brokers May 2012 - August 2012
Skills
Quantitative Finance, Java, Matlab, VBA, R, Stochastic Calculus
Education
New York University 2011 — 2012
Master of Science, Mathematics in Finance
The Ohio State University 2004 — 2011
Ph.D, Applied Mathematics
The Ohio State University 2008 — 2010
Master of Science, Computer Science and Engineering
University of Science and Technology of China 2000 — 2004
Bachelor of Science, Mathematics
Bank of America Merrill Lynch June 2015 - Present
Wells Fargo June 2013 - June 2015
Quantitative Brokers May 2012 - August 2012
Skills
Quantitative Finance, Java, Matlab, VBA, R, Stochastic Calculus
Education
New York University 2011 — 2012
Master of Science, Mathematics in Finance
The Ohio State University 2004 — 2011
Ph.D, Applied Mathematics
The Ohio State University 2008 — 2010
Master of Science, Computer Science and Engineering
University of Science and Technology of China 2000 — 2004
Bachelor of Science, Mathematics
Jagmohan Singh's Wells Fargo Experience September 2011 - March 2013
Job Oracle DBA
Industry Hospital & Health Care
Experience
Covered California June 2014 - Present
Sutter Health April 2013 - May 2014
Wells Fargo September 2011 - March 2013
Corelogic Dorado May 2011 - September 2011
SONY Gracenote January 2011 - April 2011
Verizon Business February 2008 - December 2010
Vectormax Corporation May 2005 - January 2008
Skills
Databases, Oracle, Oracle RAC, Unix, Project Management, Troubleshooting, SQL Tuning, SDLC, GoldenGate, Solaris, Strategy, Performance Tuning, Microsoft SQL Server, SQL, Vendor Management, E-commerce, Testing, Replication, Oracle E-Business Suite, Unix Shell Scripting, Data Warehousing, Shell Scripting
Education
New York Institute of Technology 2005 — 2006
Master's Degree, Computer Science, A
Covered California June 2014 - Present
Sutter Health April 2013 - May 2014
Wells Fargo September 2011 - March 2013
Corelogic Dorado May 2011 - September 2011
SONY Gracenote January 2011 - April 2011
Verizon Business February 2008 - December 2010
Vectormax Corporation May 2005 - January 2008
Skills
Databases, Oracle, Oracle RAC, Unix, Project Management, Troubleshooting, SQL Tuning, SDLC, GoldenGate, Solaris, Strategy, Performance Tuning, Microsoft SQL Server, SQL, Vendor Management, E-commerce, Testing, Replication, Oracle E-Business Suite, Unix Shell Scripting, Data Warehousing, Shell Scripting
Education
New York Institute of Technology 2005 — 2006
Master's Degree, Computer Science, A
James Bedell's Wells Fargo Experience January 2013 - Present
Job Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2013 - Present
Barclays Investment Bank August 2012 - January 2013
Barclays Capital June 2011 - August 2011
Quayle Munro 2010 - 2010
Skills
Investment Banking, Capital IQ, Financial Modeling, Microsoft Excel, Fixed Income, PowerPoint, Financial Analysis, Microsoft Office, Due Diligence, Research, Analysis, Portfolio Management, Finance, Banking, Public Speaking, Microsoft Word
Education
New York University 2008 — 2012
bs, Economics
UC Berkeley Extension 2013 — 2014
Intermediate Accounting 1 & 2
Bellarmine College Preparatory 2004 — 2008
Wells Fargo January 2013 - Present
Barclays Investment Bank August 2012 - January 2013
Barclays Capital June 2011 - August 2011
Quayle Munro 2010 - 2010
Skills
Investment Banking, Capital IQ, Financial Modeling, Microsoft Excel, Fixed Income, PowerPoint, Financial Analysis, Microsoft Office, Due Diligence, Research, Analysis, Portfolio Management, Finance, Banking, Public Speaking, Microsoft Word
Education
New York University 2008 — 2012
bs, Economics
UC Berkeley Extension 2013 — 2014
Intermediate Accounting 1 & 2
Bellarmine College Preparatory 2004 — 2008
Seth Vander Woude's Wells Fargo Experience May 2013 - Present
Job Business Development Officer at Wells Fargo SBA
Industry Banking
Experience
Wells Fargo May 2013 - Present
Wells Fargo April 2008 - October 2010
Wells Fargo Home Mortgage August 2006 - March 2008
Skills
Spanish, Small Business Lending, Credit, Small Business, Analysis, Banking
Education
New Mexico State University 1998 — 2001
Business Administration, Finance, International Business & Spanish
El Instituto de Cultura y Lengua Costarricense 1997 — 1998
Language & culture
Wells Fargo May 2013 - Present
Wells Fargo April 2008 - October 2010
Wells Fargo Home Mortgage August 2006 - March 2008
Skills
Spanish, Small Business Lending, Credit, Small Business, Analysis, Banking
Education
New Mexico State University 1998 — 2001
Business Administration, Finance, International Business & Spanish
El Instituto de Cultura y Lengua Costarricense 1997 — 1998
Language & culture
Paul Scesa's Wells Fargo Experience September 2012 - January 2013
Job Technical Project Manager at Time Warner Cable
Industry Information Technology and Services
Experience
Time Warner Cable May 2014 - Present
Suffolk Auto Flash April 2013 - December 2013
Wells Fargo September 2012 - January 2013
Capital One October 2011 - April 2012
Wells Fargo Financial November 2009 - December 2010
B/E Aerospace 2010 - 2010
Skills
SDLC, Vendor Management, IT Strategy, PMP, Information Technology, ITIL, SCCM, Active Directory, Project Planning, Project Management, Project Coordination, Project Delivery, Project Portfolio..., Project Finance, IT Infrastructure..., Network Infrastructure
Education
New York Institute of Technology-Old Westbury 1982 — 1986
BS
Time Warner Cable May 2014 - Present
Suffolk Auto Flash April 2013 - December 2013
Wells Fargo September 2012 - January 2013
Capital One October 2011 - April 2012
Wells Fargo Financial November 2009 - December 2010
B/E Aerospace 2010 - 2010
Skills
SDLC, Vendor Management, IT Strategy, PMP, Information Technology, ITIL, SCCM, Active Directory, Project Planning, Project Management, Project Coordination, Project Delivery, Project Portfolio..., Project Finance, IT Infrastructure..., Network Infrastructure
Education
New York Institute of Technology-Old Westbury 1982 — 1986
BS
Soo Hwang's Wells Fargo Experience March 2015 - Present
Job BDO at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo March 2015 - Present
Union Bank January 2014 - February 2015
Wells Fargo July 2010 - December 2013
Finance One, Inc October 2006 - June 2010
Skills
Banking, Finance, Financial Services, Financial Analysis, Portfolio Management, Commercial Lending, Corporate Finance, Credit Analysis, Credit Risk, Due Diligence, Financial Modeling, Financial Risk, Investments, Loans, Relationship Management, Risk Management
Education
New York University 2000 — 2004
BA, Economics, Biology
Wells Fargo March 2015 - Present
Union Bank January 2014 - February 2015
Wells Fargo July 2010 - December 2013
Finance One, Inc October 2006 - June 2010
Skills
Banking, Finance, Financial Services, Financial Analysis, Portfolio Management, Commercial Lending, Corporate Finance, Credit Analysis, Credit Risk, Due Diligence, Financial Modeling, Financial Risk, Investments, Loans, Relationship Management, Risk Management
Education
New York University 2000 — 2004
BA, Economics, Biology
James Scannell's Wells Fargo Experience December 2009 - November 2011
Job Accounting Analyst at Wells Fargo
Industry Accounting
Experience
Oaktree Capital Management January 2012 - Present
Wells Fargo December 2009 - November 2011
Wells Fargo February 2008 - August 2009
Credit Suisse August 2006 - September 2007
Credit Suisse August 2005 - August 2006
Skills
Finance, Fixed Income
Education
New York University 2001 — 2005
Bachelor of Arts, Economics
Oaktree Capital Management January 2012 - Present
Wells Fargo December 2009 - November 2011
Wells Fargo February 2008 - August 2009
Credit Suisse August 2006 - September 2007
Credit Suisse August 2005 - August 2006
Skills
Finance, Fixed Income
Education
New York University 2001 — 2005
Bachelor of Arts, Economics
Mitch Kallick's Wells Fargo Experience March 2012 - June 2012
Job Head Volleyball Coach at University of Hartford
Industry Sports
Experience
University of Hartford February 2015 - Present
Central Michigan University March 2013 - February 2015
Wells Fargo March 2012 - June 2012
University of Maryland January 2010 - January 2012
California State University, Fullerton June 2007 - January 2010
University of Tennessee June 2006 - June 2007
New York University June 2004 - June 2006
New York University June 2003 - June 2006
Skills
Recruiting, Budgeting, Team Building, Marketing Strategy, Public Relations, Strategic Planning, Strategy Development, Sales Process, Customer Relations, Customer Service, Research, Budgets, Program Management, Volleyball, Analysis, Sales, Social Media, Strategy, Coaching
Education
New York University 1998 — 2002
Bachelor's, History
New York University 1998 — 2002
Bachelor's degree, History
University of Hartford February 2015 - Present
Central Michigan University March 2013 - February 2015
Wells Fargo March 2012 - June 2012
University of Maryland January 2010 - January 2012
California State University, Fullerton June 2007 - January 2010
University of Tennessee June 2006 - June 2007
New York University June 2004 - June 2006
New York University June 2003 - June 2006
Skills
Recruiting, Budgeting, Team Building, Marketing Strategy, Public Relations, Strategic Planning, Strategy Development, Sales Process, Customer Relations, Customer Service, Research, Budgets, Program Management, Volleyball, Analysis, Sales, Social Media, Strategy, Coaching
Education
New York University 1998 — 2002
Bachelor's, History
New York University 1998 — 2002
Bachelor's degree, History
Charles T. Richard's Wells Fargo Experience 2009 - 2011
Job Deputy Chief Compliance Officer
Industry Banking
Experience
TD 2011 - 2013
Wells Fargo 2009 - 2011
Wachovia Legacy 2004 - 2009
Prudential Financial 1990 - 2004
Education
New York Law School 1981 — 1984
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
TD 2011 - 2013
Wells Fargo 2009 - 2011
Wachovia Legacy 2004 - 2009
Prudential Financial 1990 - 2004
Education
New York Law School 1981 — 1984
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
waseem shaikh's Wells Fargo Experience March 2009 - October 2010
Job BI Architect
Industry Information Technology and Services
Experience
Duke Energy Corporation January 2014 - Present
Hewlett-Packard November 2010 - Present
SC Department Of Social Services May 2013 - December 2013
Wells Fargo March 2009 - October 2010
MetLife August 2007 - September 2009
Skills
Microsoft SQL Server, Microsoft BI Suite, VB.NET, C#, SharePoint, Erwin, Visio, PPS, Oracle, QTP, SQL, ETL, Data Warehousing, SDLC, SSIS, SSRS
Education
New York Institute of Technology-Old Westbury
Master of Science (MS), Computer Science
Government Engineering College, Aurangabad, India
Bachelor of Engineering (B.E.), Computer Engineering
Duke Energy Corporation January 2014 - Present
Hewlett-Packard November 2010 - Present
SC Department Of Social Services May 2013 - December 2013
Wells Fargo March 2009 - October 2010
MetLife August 2007 - September 2009
Skills
Microsoft SQL Server, Microsoft BI Suite, VB.NET, C#, SharePoint, Erwin, Visio, PPS, Oracle, QTP, SQL, ETL, Data Warehousing, SDLC, SSIS, SSRS
Education
New York Institute of Technology-Old Westbury
Master of Science (MS), Computer Science
Government Engineering College, Aurangabad, India
Bachelor of Engineering (B.E.), Computer Engineering
Karen schoor's Wells Fargo Experience October 2009 - October 2012
Job Assistant at NMSUA
Industry Management Consulting
Experience
NMSUA March 2012 - Present
Wells Fargo October 2009 - October 2012
Chase April 2005 - December 2008
Education
New Mexico State University-Alamogordo 2011 — 2013
Pre-Business, International Business
NMSUA March 2012 - Present
Wells Fargo October 2009 - October 2012
Chase April 2005 - December 2008
Education
New Mexico State University-Alamogordo 2011 — 2013
Pre-Business, International Business
Barbara Garafalo's Wells Fargo Experience February 2011 - Present
Job
Industry
Experience
Wells Fargo February 2011 - Present
Sidley Austin LLP September 2006 - July 2009
Education
New York Law School 2003 — 2006
Doctor of Law (JD)
Connecticut College 1997 — 2001
Bachelor of Arts (BA), Political Science and Government
Wells Fargo February 2011 - Present
Sidley Austin LLP September 2006 - July 2009
Education
New York Law School 2003 — 2006
Doctor of Law (JD)
Connecticut College 1997 — 2001
Bachelor of Arts (BA), Political Science and Government
Aviv Castro's Wells Fargo Experience August 2013 - Present
Job Senior page layout specialist at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2013 - Present
Wells Fargo April 2012 - October 2012
Wells Fargo April 2009 - October 2011
Education
Wellesley College 1998 — 2001
Bachelor of Arts (BA), Hebrew and Judaic Studies
New York University 1999 — 2000
Wells Fargo August 2013 - Present
Wells Fargo April 2012 - October 2012
Wells Fargo April 2009 - October 2011
Education
Wellesley College 1998 — 2001
Bachelor of Arts (BA), Hebrew and Judaic Studies
New York University 1999 — 2000
Alice Gardner's Wells Fargo Experience May 2011 - Present
Job Business Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2011 - Present
Education
New York University 2007 — 2011
Bachelor's degree, Marketing
Wells Fargo May 2011 - Present
Education
New York University 2007 — 2011
Bachelor's degree, Marketing
Shannon Woody's Wells Fargo Experience July 2000 - Present
Job Financial Governance at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2000 - Present
Education
New Mexico State University 1989 — 1993
Bachelor of Accountancy
Wells Fargo July 2000 - Present
Education
New Mexico State University 1989 — 1993
Bachelor of Accountancy
Robert Mulligan Jr.'s Wells Fargo Experience March 2008 - Present
Job Managing Director/Chief Compliance Officer at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2008 - Present
Bank of America 2004 - 2008
Cantor Fitzgerald 2002 - 2004
ABN AMRO Bank N.V. 1998 - 2002
Yamaichi International (America), Inc. September 1994 - February 1998
J.P. Morgan March 1993 - September 1994
The First Boston Corporation June 1991 - March 1993
Lehman Brothers August 1986 - June 1991
Education
University of Richmond - Robins School of Business 1982 — 1986
Bachelor of Science (BS)
New York Law School
Doctor of Law (JD)
Wells Fargo March 2008 - Present
Bank of America 2004 - 2008
Cantor Fitzgerald 2002 - 2004
ABN AMRO Bank N.V. 1998 - 2002
Yamaichi International (America), Inc. September 1994 - February 1998
J.P. Morgan March 1993 - September 1994
The First Boston Corporation June 1991 - March 1993
Lehman Brothers August 1986 - June 1991
Education
University of Richmond - Robins School of Business 1982 — 1986
Bachelor of Science (BS)
New York Law School
Doctor of Law (JD)
Rohit Kwatra's Wells Fargo Experience April 2013 - November 2014
Job Business Analyst/PM at Inkriti
Industry Marketing and Advertising
Experience
Inkriti April 2013 - Present
Wells Fargo April 2013 - November 2014
Credit Suisse April 2012 - December 2012
Capital One September 2011 - April 2012
Skills
Business Analysis, Product Development, Process Improvement, Project Management, Agile & Waterfall..., Corporate Finance, Business Intelligence
Education
New York Institute of Technology
Master's degree
Inkriti April 2013 - Present
Wells Fargo April 2013 - November 2014
Credit Suisse April 2012 - December 2012
Capital One September 2011 - April 2012
Skills
Business Analysis, Product Development, Process Improvement, Project Management, Agile & Waterfall..., Corporate Finance, Business Intelligence
Education
New York Institute of Technology
Master's degree
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank