Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
Employee
Years
Job
Industry
Anjali Saraf Anjali Saraf's Wells Fargo Experience June 2006 - September 2006
Job Engagement manager at PwC, specializing in datadriven customer experience strategy
Industry Management Consulting
Experience
PwC March 2010 - Present
Morgan Samuels Company August 2007 - January 2010
Wells Fargo June 2006 - September 2006
Diamond Management & Technology Consultants September 2003 - July 2005
Skills
Customer Experience, Strategy, Go-to-market Strategy, Cross-functional Team..., Voice of the Customer, Product Management, General Management, Customer Segmentation..., Customer Analytics, Management, Strategic Planning, Analytics, Consulting, Marketing Strategy
Education
University of California, Los Angeles - The Anderson School of Management 2005 — 2007
MBA, Business Administration and Management, Corporate Strategy
Northwestern University 1999 — 2003
BA, English / History
PwC March 2010 - Present
Morgan Samuels Company August 2007 - January 2010
Wells Fargo June 2006 - September 2006
Diamond Management & Technology Consultants September 2003 - July 2005
Skills
Customer Experience, Strategy, Go-to-market Strategy, Cross-functional Team..., Voice of the Customer, Product Management, General Management, Customer Segmentation..., Customer Analytics, Management, Strategic Planning, Analytics, Consulting, Marketing Strategy
Education
University of California, Los Angeles - The Anderson School of Management 2005 — 2007
MBA, Business Administration and Management, Corporate Strategy
Northwestern University 1999 — 2003
BA, English / History
Tiffany Hackworth Tiffany Hackworth's Wells Fargo Experience August 2008 - April 2010
Job Vice President, Portfolio Manager at PNC
Industry Financial Services
Experience
PNC September 2014 - Present
PNC September 2012 - September 2014
First Midwest Bank April 2010 - September 2012
Wells Fargo August 2008 - April 2010
Wells Fargo September 2007 - August 2008
Wells Fargo March 2007 - September 2007
Wells Fargo August 2005 - March 2007
Skills
Credit Analysis, Commercial Lending, Corporate Finance, Team Leadership, Training Delivery, Salesforce Training, Financial Risk, Financial Analysis, Financial Modeling, Loans, Banking, Portfolio Management, Credit, Finance, Financial Services
Education
Northwestern University 2001 — 2005
Bachelor of Science (BS), Communication Studies
PNC September 2014 - Present
PNC September 2012 - September 2014
First Midwest Bank April 2010 - September 2012
Wells Fargo August 2008 - April 2010
Wells Fargo September 2007 - August 2008
Wells Fargo March 2007 - September 2007
Wells Fargo August 2005 - March 2007
Skills
Credit Analysis, Commercial Lending, Corporate Finance, Team Leadership, Training Delivery, Salesforce Training, Financial Risk, Financial Analysis, Financial Modeling, Loans, Banking, Portfolio Management, Credit, Finance, Financial Services
Education
Northwestern University 2001 — 2005
Bachelor of Science (BS), Communication Studies
Alex Grimstad Alex Grimstad's Wells Fargo Experience January 2009 - October 2010
Job Investment Banking Associate at Lazard
Industry Investment Banking
Experience
Lazard August 2014 - Present
The University of Chicago Booth School of Business September 2012 - June 2014
Lazard June 2013 - August 2013
Greene Holcomb & Fisher November 2010 - May 2012
Wells Fargo January 2009 - October 2010
McKinsey & Company June 2008 - August 2008
Skills
Valuation, Financial Analysis, Financial Modeling, Credit Analysis, Investment Banking, Commercial Banking, Commercial Lending, Financial Projection, Private Equity, Corporate Finance, Capital Markets, Due Diligence, Mergers & Acquisitions, Business Strategy
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Northwestern University 2005 — 2008
Bachelor of Arts, Economics
Lazard August 2014 - Present
The University of Chicago Booth School of Business September 2012 - June 2014
Lazard June 2013 - August 2013
Greene Holcomb & Fisher November 2010 - May 2012
Wells Fargo January 2009 - October 2010
McKinsey & Company June 2008 - August 2008
Skills
Valuation, Financial Analysis, Financial Modeling, Credit Analysis, Investment Banking, Commercial Banking, Commercial Lending, Financial Projection, Private Equity, Corporate Finance, Capital Markets, Due Diligence, Mergers & Acquisitions, Business Strategy
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Northwestern University 2005 — 2008
Bachelor of Arts, Economics
Anthony Howe Anthony Howe's Wells Fargo Experience March 2008 - August 2013
Job Strategy Leadership
Industry Financial Services
Experience
USAA January 2015 - Present
USAA January 2015 - Present
USAA August 2013 - January 2015
Wells Fargo March 2008 - August 2013
Wachovia March 2006 - March 2008
Inmar Inc. August 1999 - March 2006
McKinsey & Company February 1997 - June 1999
A.T. Kearney September 1995 - February 1997
Andersen Consulting (now Accenture) January 1989 - January 1993
Skills
Corporate development, New Business Ventures, Innovation Management, Marketing Strategy, Mergers, New Business Development, Segmentation, Executive Management
Education
Northwestern University - Kellogg School of Management 1993 — 1995
J.L. Kellogg Graduate School, Management
University of California, Los Angeles 1984 — 1989
B.S., Applied Mathematics
Punahou School 1982 — 1984
H.S.
USAA January 2015 - Present
USAA January 2015 - Present
USAA August 2013 - January 2015
Wells Fargo March 2008 - August 2013
Wachovia March 2006 - March 2008
Inmar Inc. August 1999 - March 2006
McKinsey & Company February 1997 - June 1999
A.T. Kearney September 1995 - February 1997
Andersen Consulting (now Accenture) January 1989 - January 1993
Skills
Corporate development, New Business Ventures, Innovation Management, Marketing Strategy, Mergers, New Business Development, Segmentation, Executive Management
Education
Northwestern University - Kellogg School of Management 1993 — 1995
J.L. Kellogg Graduate School, Management
University of California, Los Angeles 1984 — 1989
B.S., Applied Mathematics
Punahou School 1982 — 1984
H.S.
Lucas Cage Lucas Cage's Wells Fargo Experience October 2002 - September 2005
Job MiddleMarket Commerical Banker
Industry Financial Services
Experience
JPMorgan Chase January 2013 - Present
Bank of America December 2011 - January 2013
BMO Harris Bank July 2008 - December 2011
Fifth Third Bank October 2005 - July 2008
Wells Fargo October 2002 - September 2005
Northern Trust August 2000 - October 2002
Wintrust Financial Corporation June 1999 - August 2000
LaSalle Bank June 1998 - August 1998
Education
Kellogg School of Management
Master of Business Administration (MBA)
Northwestern University
Bachelor of Business Administration (B.B.A.)
JPMorgan Chase January 2013 - Present
Bank of America December 2011 - January 2013
BMO Harris Bank July 2008 - December 2011
Fifth Third Bank October 2005 - July 2008
Wells Fargo October 2002 - September 2005
Northern Trust August 2000 - October 2002
Wintrust Financial Corporation June 1999 - August 2000
LaSalle Bank June 1998 - August 1998
Education
Kellogg School of Management
Master of Business Administration (MBA)
Northwestern University
Bachelor of Business Administration (B.B.A.)
Chad Cochran Chad Cochran's Wells Fargo Experience September 2014 - Present
Job Relationship Manager, Venture Fund Services Group Wells Fargo Technology Banking
Industry Banking
Experience
Wells Fargo September 2014 - Present
Wells Fargo October 2010 - September 2014
Wells Fargo August 2012 - January 2013
Autodesk March 2010 - June 2010
Opus West Corporation January 2007 - December 2008
Skills
Financial Analysis, Competitive Analysis, Strategy, Sales, Market Analysis, CRM, Sourcing, Account Management, Analysis, Marketing Strategy, Analytics, Strategic Partnerships, Salesforce.com, Due Diligence, Business Development, Finance
Education
Northwestern University 2009 — 2010
MS, Environmental Management
Palm Beach Atlantic University 2003 — 2005
BS, Business Management
Valley Christian High School 1998 — 2001
Wells Fargo September 2014 - Present
Wells Fargo October 2010 - September 2014
Wells Fargo August 2012 - January 2013
Autodesk March 2010 - June 2010
Opus West Corporation January 2007 - December 2008
Skills
Financial Analysis, Competitive Analysis, Strategy, Sales, Market Analysis, CRM, Sourcing, Account Management, Analysis, Marketing Strategy, Analytics, Strategic Partnerships, Salesforce.com, Due Diligence, Business Development, Finance
Education
Northwestern University 2009 — 2010
MS, Environmental Management
Palm Beach Atlantic University 2003 — 2005
BS, Business Management
Valley Christian High School 1998 — 2001
Jennifer Gabriel Jennifer Gabriel's Wells Fargo Experience August 2007 - December 2009
Job Registered Client Associate, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2013 - Present
State of Colorado May 2011 - October 2013
LPL Financial December 2009 - May 2011
Loveland Ski Area October 2010 - April 2011
Wells Fargo August 2007 - December 2009
Wells Fargo 2004 - 2007
Emerita 2001 - 2003
Gardenburger, Inc. 1997 - 2001
Dole Food Company 1995 - 1997
Organic Food Products 1993 - 1995
Skills
Management, Strategy, Strategic Planning, Budgets, CRM, Sales, Pricing, Project Planning, Microsoft Excel, Training, Retail, Program Management, Customer Service, Event Management, Music, Executive Administrative, Administrative Functions, Microsoft Office, Food, Advertising, Start-ups, Business Planning, Sales Management, Human Resources, Finance, Leadership, Marketing, Purchasing, Public Relations, Entrepreneurship, Social Networking, Efficiency, Category Management
Education
Northwestern University 1983 — 1984
M M, Music
Oberlin College 1981 — 1983
B M, Music
University of Evansville 1979 — 1981
Music performance
Interlochen Arts Academy 1977 — 1979
diploma, Music performance - clarinet
Wells Fargo Advisors, LLC October 2013 - Present
State of Colorado May 2011 - October 2013
LPL Financial December 2009 - May 2011
Loveland Ski Area October 2010 - April 2011
Wells Fargo August 2007 - December 2009
Wells Fargo 2004 - 2007
Emerita 2001 - 2003
Gardenburger, Inc. 1997 - 2001
Dole Food Company 1995 - 1997
Organic Food Products 1993 - 1995
Skills
Management, Strategy, Strategic Planning, Budgets, CRM, Sales, Pricing, Project Planning, Microsoft Excel, Training, Retail, Program Management, Customer Service, Event Management, Music, Executive Administrative, Administrative Functions, Microsoft Office, Food, Advertising, Start-ups, Business Planning, Sales Management, Human Resources, Finance, Leadership, Marketing, Purchasing, Public Relations, Entrepreneurship, Social Networking, Efficiency, Category Management
Education
Northwestern University 1983 — 1984
M M, Music
Oberlin College 1981 — 1983
B M, Music
University of Evansville 1979 — 1981
Music performance
Interlochen Arts Academy 1977 — 1979
diploma, Music performance - clarinet
Laura Mireles's Wells Fargo Experience October 2004 - June 2005
Job HSSE Analyst BP
Industry Oil & Energy
Experience
BP April 2011 - Present
Shell April 2010 - March 2011
Rigzone.com May 2007 - December 2009
Department of Defence October 2005 - March 2007
Wells Fargo October 2004 - June 2005
Enron 2000 - 2003
Torch Energy Advisors Inc. 1994 - 2000
Skills
Microsoft Office, Marketing
Education
Northwestern State University 2005 — 2006
Sciences
BP April 2011 - Present
Shell April 2010 - March 2011
Rigzone.com May 2007 - December 2009
Department of Defence October 2005 - March 2007
Wells Fargo October 2004 - June 2005
Enron 2000 - 2003
Torch Energy Advisors Inc. 1994 - 2000
Skills
Microsoft Office, Marketing
Education
Northwestern State University 2005 — 2006
Sciences
Tobia Martens Tobia Martens's Wells Fargo Experience April 2014 - April 2015
Job Predictive Analytics Student
Industry Marketing and Advertising
Experience
Sungevity April 2015 - August 2015
Wells Fargo April 2014 - April 2015
CamelBak November 2012 - April 2014
Morgan Stanley Smith Barney September 2011 - December 2011
FERAL: Foundation for Ecological Research and Learning July 2011 - August 2011
Outside Labs July 2008 - August 2010
Skills
Social Networking, Social Media, Research, Team Leadership, Microsoft Office, Leadership, Event Planning, Market Research, Customer Service, Strategy, Inventory Management, CRM, Cold Calling, Marketing, Outlook, Oracle, Content Marketing, R, Lead Generation, Outside Sales, Microsoft Excel, Management, Social Media Marketing, PowerPoint
Education
Northwestern University
Master of Science (MSc), Predictive Analytics, GPA to date: 4.0
UCLA
Bachelor of Arts (B.A.), Political Science and Government
Mira Costa High School
High School Diploma
Sungevity April 2015 - August 2015
Wells Fargo April 2014 - April 2015
CamelBak November 2012 - April 2014
Morgan Stanley Smith Barney September 2011 - December 2011
FERAL: Foundation for Ecological Research and Learning July 2011 - August 2011
Outside Labs July 2008 - August 2010
Skills
Social Networking, Social Media, Research, Team Leadership, Microsoft Office, Leadership, Event Planning, Market Research, Customer Service, Strategy, Inventory Management, CRM, Cold Calling, Marketing, Outlook, Oracle, Content Marketing, R, Lead Generation, Outside Sales, Microsoft Excel, Management, Social Media Marketing, PowerPoint
Education
Northwestern University
Master of Science (MSc), Predictive Analytics, GPA to date: 4.0
UCLA
Bachelor of Arts (B.A.), Political Science and Government
Mira Costa High School
High School Diploma
Katherine Torres Katherine Torres's Wells Fargo Experience February 2015 - Present
Job Credit Portfolio Specialist (Data Analyst) at Wells Fargo
Industry Banking
Experience
Wells Fargo February 2015 - Present
Skills
Leadership, Management, Project Management, Program Management, Training, Lotus Notes, Software Documentation, Budgets, Analysis, Outlook, Human Resources, Microsoft Office, Microsoft Excel, CRM, Recruiting, System Administration, Process Improvement, Procurement, Project Planning, PowerPoint, Access, Team Leadership, Non-profits, Customer Service, Microsoft Word, Fundraising, Public Speaking, Team Building, Research, Basecamp, Community Outreach, Communication Skills
Education
Northwestern University 2009 — 2014
BA, Leadership & Organizational Behavior, 3.614
Wells Fargo February 2015 - Present
Skills
Leadership, Management, Project Management, Program Management, Training, Lotus Notes, Software Documentation, Budgets, Analysis, Outlook, Human Resources, Microsoft Office, Microsoft Excel, CRM, Recruiting, System Administration, Process Improvement, Procurement, Project Planning, PowerPoint, Access, Team Leadership, Non-profits, Customer Service, Microsoft Word, Fundraising, Public Speaking, Team Building, Research, Basecamp, Community Outreach, Communication Skills
Education
Northwestern University 2009 — 2014
BA, Leadership & Organizational Behavior, 3.614
Bob Stegmann Bob Stegmann's Wells Fargo Experience February 2012 - Present
Job Senior Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo February 2012 - Present
Tatum 2006 - 2012
BearingPoint, Inc. 2000 - 2006
KPMG US 1995 - 2000
The Northern Trust Company 1981 - 1995
Skills
Commercial Lending, Business Strategy, Leadership, Risk Management, Financial Analysis, Banking, Financial Services, Mergers & Acquisitions, Financial Modeling, Due Diligence, Corporate Finance, Finance, Loans, Private Equity
Education
Northwestern University - Kellogg School of Management
MBA, Accounting, Marketing, Management
Wharton School, University of Pennsylvania
Bachelor of Science (BS), Finance
Wells Fargo February 2012 - Present
Tatum 2006 - 2012
BearingPoint, Inc. 2000 - 2006
KPMG US 1995 - 2000
The Northern Trust Company 1981 - 1995
Skills
Commercial Lending, Business Strategy, Leadership, Risk Management, Financial Analysis, Banking, Financial Services, Mergers & Acquisitions, Financial Modeling, Due Diligence, Corporate Finance, Finance, Loans, Private Equity
Education
Northwestern University - Kellogg School of Management
MBA, Accounting, Marketing, Management
Wharton School, University of Pennsylvania
Bachelor of Science (BS), Finance
William Chiu, FRM William Chiu, FRM's Wells Fargo Experience April 2010 - September 2011
Job Manager, Quantitative Analytics at First Republic Bank
Industry Financial Services
Experience
First Republic Bank July 2015 - Present
First Republic Bank December 2014 - July 2015
TransUnion December 2013 - November 2014
BMO Harris Bank September 2013 - December 2013
Bank of America June 2013 - September 2013
Bank of America September 2011 - September 2012
Wells Fargo April 2010 - September 2011
Wells Fargo March 2008 - April 2010
Aplia June 2005 - March 2008
University of California, Berkeley January 2003 - May 2005
Skills
SAS, Analytics, Basel II, R, SQL, Data Mining, Predictive Modeling, Econometrics, Predictive Analytics, Business Intelligence, Credit Risk, Logistic Regression, Quantitative Finance, Financial Analysis, Financial Modeling, SAS Programming, Management
Education
Northwestern University 2012 — 2013
MS, Analytics
University of California, Berkeley 2001 — 2005
BA, Economics
First Republic Bank July 2015 - Present
First Republic Bank December 2014 - July 2015
TransUnion December 2013 - November 2014
BMO Harris Bank September 2013 - December 2013
Bank of America June 2013 - September 2013
Bank of America September 2011 - September 2012
Wells Fargo April 2010 - September 2011
Wells Fargo March 2008 - April 2010
Aplia June 2005 - March 2008
University of California, Berkeley January 2003 - May 2005
Skills
SAS, Analytics, Basel II, R, SQL, Data Mining, Predictive Modeling, Econometrics, Predictive Analytics, Business Intelligence, Credit Risk, Logistic Regression, Quantitative Finance, Financial Analysis, Financial Modeling, SAS Programming, Management
Education
Northwestern University 2012 — 2013
MS, Analytics
University of California, Berkeley 2001 — 2005
BA, Economics
James Hibbert James Hibbert's Wells Fargo Experience April 2006 - Present
Job
Industry Banking
Experience
Wells Fargo April 2006 - Present
Skills
Microsoft Office, Leadership, PowerPoint, Management, Outlook, Microsoft Excel, Research, Training, Microsoft Word, Photoshop, Sales, Public Speaking, Facebook
Education
Northwestern University
Bachelor of Science (BS), Communication and Media Studies
Northwestern University
Bachelor of Science (BS), Communication, General
Wells Fargo April 2006 - Present
Skills
Microsoft Office, Leadership, PowerPoint, Management, Outlook, Microsoft Excel, Research, Training, Microsoft Word, Photoshop, Sales, Public Speaking, Facebook
Education
Northwestern University
Bachelor of Science (BS), Communication and Media Studies
Northwestern University
Bachelor of Science (BS), Communication, General
Adam Larsson Adam Larsson's Wells Fargo Experience June 2008 - January 2010
Job Management Recruiter at Basel Lignës Banking Recruitment
Industry Banking
Experience
Basel Lignës - Banking Recruitment March 2010 - Present
Wells Fargo June 2008 - January 2010
Barclays Investment Bank October 2003 - March 2008
Skills
Onboarding, Succession Planning, College Recruiting, Talent Acquisition, Applicant Tracking..., Professional Experience, Building World Class..., Project Planning, Strategic Visionary, Employer Branding, Temporary Placement, New Hire Orientations, Internet Recruiting, Deferred Compensation, Workforce Planning, Management, Risk Management, Financial Markets, Banking, Financial Analysis, Portfolio Management, Financial Risk, Credit, Corporate Finance
Education
Northwestern University - Kellogg School of Management
Stockholm University
Basel Lignës - Banking Recruitment March 2010 - Present
Wells Fargo June 2008 - January 2010
Barclays Investment Bank October 2003 - March 2008
Skills
Onboarding, Succession Planning, College Recruiting, Talent Acquisition, Applicant Tracking..., Professional Experience, Building World Class..., Project Planning, Strategic Visionary, Employer Branding, Temporary Placement, New Hire Orientations, Internet Recruiting, Deferred Compensation, Workforce Planning, Management, Risk Management, Financial Markets, Banking, Financial Analysis, Portfolio Management, Financial Risk, Credit, Corporate Finance
Education
Northwestern University - Kellogg School of Management
Stockholm University
Sergej V Henning Sergej V Henning's Wells Fargo Experience 2006 - 2006
Job Consultant at Galt & Company
Industry Management Consulting
Experience
Galt & Company March 2014 - Present
Huron Consulting Group October 2013 - March 2014
BlueStone International, LLC July 2007 - October 2013
Davis Capital, LLC January 2008 - January 2009
Wells Fargo 2006 - 2006
Skills
Finance, Strategic Financial..., Business Process..., Investment Banking, Management Consulting, Financial Modeling, Business Strategy, Valuation, Mergers & Acquisitions, Business Planning, Forecasting, Financial Statement..., Scenario Analysis, Financial Accounting, Restructuring, Due Diligence, Analysis
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA)
University of Denver 2003 — 2007
Finance, Economics
Galt & Company March 2014 - Present
Huron Consulting Group October 2013 - March 2014
BlueStone International, LLC July 2007 - October 2013
Davis Capital, LLC January 2008 - January 2009
Wells Fargo 2006 - 2006
Skills
Finance, Strategic Financial..., Business Process..., Investment Banking, Management Consulting, Financial Modeling, Business Strategy, Valuation, Mergers & Acquisitions, Business Planning, Forecasting, Financial Statement..., Scenario Analysis, Financial Accounting, Restructuring, Due Diligence, Analysis
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA)
University of Denver 2003 — 2007
Finance, Economics
Laurence Higgins Laurence Higgins's Wells Fargo Experience June 1981 - Present
Job Senior Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 1981 - Present
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Accounting and Finance
Northwestern University
Bachelor of Arts (B.A.), Economics
Wells Fargo June 1981 - Present
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Accounting and Finance
Northwestern University
Bachelor of Arts (B.A.), Economics
Curt Dalton Curt Dalton's Wells Fargo Experience August 2014 - Present
Job Managing Director at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2014 - Present
Bank of America March 2006 - July 2014
Skills
Commercial Real Estate, Agricultural Real Estate, Finance, Credit Risk Management, Credit Risk, Valuation, Commercial Lending, Investments, Asset Management, Underwriting, Loans, Portfolio Management, Financial Structuring, Mortgage Lending
Education
Northwestern University
Master of Business Administration (MBA), Management / Finance
Purdue University
Bachelor's degree, Agricultural Economics
Wells Fargo August 2014 - Present
Bank of America March 2006 - July 2014
Skills
Commercial Real Estate, Agricultural Real Estate, Finance, Credit Risk Management, Credit Risk, Valuation, Commercial Lending, Investments, Asset Management, Underwriting, Loans, Portfolio Management, Financial Structuring, Mortgage Lending
Education
Northwestern University
Master of Business Administration (MBA), Management / Finance
Purdue University
Bachelor's degree, Agricultural Economics
Emily Kalfayan Emily Kalfayan's Wells Fargo Experience January 2015 - Present
Job Loan Team Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2015 - Present
Wells Fargo October 2012 - December 2014
Wells Fargo Bank May 2009 - October 2012
Wells Fargo January 2009 - May 2009
Wells Fargo January 2007 - January 2009
UnitedHealth Group June 2006 - January 2007
Skills
Portfolio Management, Health Insurance, Financial Analysis, Market Analysis, Municipal Bonds, Microsoft Office, Financial Projection, Healthcare Industry, Underwriting, Credit
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
University of Minnesota - Carlson School of Management 2003 — 2006
B.S., Finance
Wells Fargo January 2015 - Present
Wells Fargo October 2012 - December 2014
Wells Fargo Bank May 2009 - October 2012
Wells Fargo January 2009 - May 2009
Wells Fargo January 2007 - January 2009
UnitedHealth Group June 2006 - January 2007
Skills
Portfolio Management, Health Insurance, Financial Analysis, Market Analysis, Municipal Bonds, Microsoft Office, Financial Projection, Healthcare Industry, Underwriting, Credit
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
University of Minnesota - Carlson School of Management 2003 — 2006
B.S., Finance
Amin Qadi Amin Qadi's Wells Fargo Experience 1998 - 2003
Job National Valuation Strategy Leader at Wells Fargo Home Mortgage
Industry Executive Office
Experience
Wells Fargo Home Mortgage 2014 - Present
Xerox 2012 - 2013
Bank of America 2003 - 2012
Wells Fargo 1998 - 2003
Skills
Business Process..., Leadership, Executive Management, Mergers & Acquisitions, Six Sigma, Human Resources, Vendor Management, Risk Management, Operations Management, Executive Leadership, Management, Start-ups, Strategy
Education
Northwestern University 1997 — 1998
Master of Engineering Management (MEM)
Kuwait University 1984 — 1989
Bachelor of Science (BSc), Mechanical Engineering
Wells Fargo Home Mortgage 2014 - Present
Xerox 2012 - 2013
Bank of America 2003 - 2012
Wells Fargo 1998 - 2003
Skills
Business Process..., Leadership, Executive Management, Mergers & Acquisitions, Six Sigma, Human Resources, Vendor Management, Risk Management, Operations Management, Executive Leadership, Management, Start-ups, Strategy
Education
Northwestern University 1997 — 1998
Master of Engineering Management (MEM)
Kuwait University 1984 — 1989
Bachelor of Science (BSc), Mechanical Engineering
Tina Wan Tina Wan's Wells Fargo Experience November 2014 - Present
Job Business Intelligence Program Manager & Sr. Data System Analyst
Industry Computer Software
Experience
Wells Fargo November 2014 - Present
Wellsfargo March 2014 - November 2014
Autodesk February 2011 - March 2014
Autodesk February 2009 - April 2011
Autodesk March 2005 - February 2009
Autodesk July 2004 - March 2006
Northwestern Polytechnic University September 2002 - July 2004
ZhengZhou Central Hospital September 1992 - January 1998
Skills
Management, Business Planning, Business Intelligence, Program Management, Project Management, Business Analysis, Data Quality, Requirements Gathering, Analytics, Testing, User Acceptance Testing, Agile Methodologies, Data Warehousing, Business Objects, Oracle BI, SQL, Market Intelligence, Siebel, Integration, Enterprise Software, Agile Project Management, ETL, Data Modeling, SharePoint, Qlikview, Product Management, Software Project..., Business Process, Software Development, Change Management, SDLC, Data Analysis, Requirements Analysis, Master Data Management, Scrum, Analysis, QlikView
Education
UC BERKELEY EXTENSION 2010 — 2012
Project Management certificate, Project Management
UC BERKELEY EXTENSION 2010 — 2011
Project Human Resource Management certificate, Project Human Resource Management
Northwestern Polytechnic University 2000 — 2002
MS, Computer Science
Henan Medical University
MD, Medicine
Wells Fargo November 2014 - Present
Wellsfargo March 2014 - November 2014
Autodesk February 2011 - March 2014
Autodesk February 2009 - April 2011
Autodesk March 2005 - February 2009
Autodesk July 2004 - March 2006
Northwestern Polytechnic University September 2002 - July 2004
ZhengZhou Central Hospital September 1992 - January 1998
Skills
Management, Business Planning, Business Intelligence, Program Management, Project Management, Business Analysis, Data Quality, Requirements Gathering, Analytics, Testing, User Acceptance Testing, Agile Methodologies, Data Warehousing, Business Objects, Oracle BI, SQL, Market Intelligence, Siebel, Integration, Enterprise Software, Agile Project Management, ETL, Data Modeling, SharePoint, Qlikview, Product Management, Software Project..., Business Process, Software Development, Change Management, SDLC, Data Analysis, Requirements Analysis, Master Data Management, Scrum, Analysis, QlikView
Education
UC BERKELEY EXTENSION 2010 — 2012
Project Management certificate, Project Management
UC BERKELEY EXTENSION 2010 — 2011
Project Human Resource Management certificate, Project Human Resource Management
Northwestern Polytechnic University 2000 — 2002
MS, Computer Science
Henan Medical University
MD, Medicine
Mark Iniguez Mark Iniguez's Wells Fargo Experience May 2009 - March 2011
Job Financial Services/Strategy Consultant In Transition: Delivering Outsized Growth through People, Strategy & Execution
Industry Banking
Experience
In Transition - Actively Pursuing new Opportunities August 2014 - Present
Santander Bank, N.A. March 2012 - August 2014
Santander Bank, N.A. March 2011 - March 2012
Wells Fargo May 2009 - March 2011
Wells Fargo (Wachovia Bank) March 2008 - April 2009
Lincoln Financial Distributors June 2006 - March 2008
Lincoln Financial Advisors September 2005 - June 2006
Lincoln Financial Group August 2004 - September 2005
Lincoln Financial Group July 2003 - August 2004
Goldman Sachs Asset Management January 2003 - June 2003
Skills
Financial Services, Banking, Retail Banking, Commercial Banking, Mutual Funds, Strategic Financial..., Strategic Planning, Business Strategy, Finance, Credit, Financial Analysis, Financial Modeling, Financial Planning, Financial Reporting, Credit Analysis, Essbase, Relationship Management, Mergers & Acquisitions, Project Management, Change Management, Securities, Insurance, Retirement Planning, Series 24, Series 7, Series 63
Education
University of Pennsylvania - The Wharton School
Post baccalaureate certificate, Finance and Accounting, 4.00 GPA
Northwestern University
BA, Psychology, Minor in Business Institutions, 3.71 GPA
In Transition - Actively Pursuing new Opportunities August 2014 - Present
Santander Bank, N.A. March 2012 - August 2014
Santander Bank, N.A. March 2011 - March 2012
Wells Fargo May 2009 - March 2011
Wells Fargo (Wachovia Bank) March 2008 - April 2009
Lincoln Financial Distributors June 2006 - March 2008
Lincoln Financial Advisors September 2005 - June 2006
Lincoln Financial Group August 2004 - September 2005
Lincoln Financial Group July 2003 - August 2004
Goldman Sachs Asset Management January 2003 - June 2003
Skills
Financial Services, Banking, Retail Banking, Commercial Banking, Mutual Funds, Strategic Financial..., Strategic Planning, Business Strategy, Finance, Credit, Financial Analysis, Financial Modeling, Financial Planning, Financial Reporting, Credit Analysis, Essbase, Relationship Management, Mergers & Acquisitions, Project Management, Change Management, Securities, Insurance, Retirement Planning, Series 24, Series 7, Series 63
Education
University of Pennsylvania - The Wharton School
Post baccalaureate certificate, Finance and Accounting, 4.00 GPA
Northwestern University
BA, Psychology, Minor in Business Institutions, 3.71 GPA
Girish Pathria's Wells Fargo Experience 2002 - 2003
Job VP Product Management at ikaSystems
Industry Information Technology and Services
Experience
ikaSystems January 2015 - Present
Healthcare Price and Quality Transparency January 2015 - March 2015
Press Ganey Associates 2013 - 2014
Carewise Health (SHPS) 2012 - 2013
UnitedHealth Group (Optum) 2008 - 2011
Elsevier 2003 - 2007
Wells Fargo 2002 - 2003
Aquent 1996 - 2001
Skills
Predictive Analytics, Population Health, Risk Stratification, Chronic Care Management, Medicare Risk Adjsutment, Physician Performance..., Strategic Planning, Care Coordination Models, Clinical Decision..., EHR, CPOE, Health Information..., ACO Strategy, Health Care Fraud, Payment Integrity, Insurance Fraud, Business Intelligence, Data Warehousing, Data Management, P&L Accountability, Product Management, Product Development, Marketing, Operations Management, Business Development, Large Systems..., Change Management, Process Engineering, Open Source, Big Data, Competitive Analysis, Healthcare, Cross-functional Team..., Entrepreneurship, Leadership, Integration, Consulting, Healthcare Information..., Management, P&L Management, Informatics, Strategy, Analytics, Product Marketing, SaaS, Executive Management, Business Process, Strategic Partnerships, Enterprise Software, Marketing Strategy
Education
Northwestern University - Kellogg School of Management
MBA, Marketing, Strategy
University of Delhi
BS, Statistics
University of Pune
Masters in Computer Applications, Computer Science
ikaSystems January 2015 - Present
Healthcare Price and Quality Transparency January 2015 - March 2015
Press Ganey Associates 2013 - 2014
Carewise Health (SHPS) 2012 - 2013
UnitedHealth Group (Optum) 2008 - 2011
Elsevier 2003 - 2007
Wells Fargo 2002 - 2003
Aquent 1996 - 2001
Skills
Predictive Analytics, Population Health, Risk Stratification, Chronic Care Management, Medicare Risk Adjsutment, Physician Performance..., Strategic Planning, Care Coordination Models, Clinical Decision..., EHR, CPOE, Health Information..., ACO Strategy, Health Care Fraud, Payment Integrity, Insurance Fraud, Business Intelligence, Data Warehousing, Data Management, P&L Accountability, Product Management, Product Development, Marketing, Operations Management, Business Development, Large Systems..., Change Management, Process Engineering, Open Source, Big Data, Competitive Analysis, Healthcare, Cross-functional Team..., Entrepreneurship, Leadership, Integration, Consulting, Healthcare Information..., Management, P&L Management, Informatics, Strategy, Analytics, Product Marketing, SaaS, Executive Management, Business Process, Strategic Partnerships, Enterprise Software, Marketing Strategy
Education
Northwestern University - Kellogg School of Management
MBA, Marketing, Strategy
University of Delhi
BS, Statistics
University of Pune
Masters in Computer Applications, Computer Science
Mark Dupuis Mark Dupuis's Wells Fargo Experience 2005 - 2006
Job eCommerce Product Manager @ WilliamsSonoma, Inc.
Industry Information Technology and Services
Experience
Williams-Sonoma, Inc. July 2013 - Present
Walmart.com 2012 - 2013
Charles Schwab 2006 - 2012
Wells Fargo 2005 - 2006
Coupons.com 2005 - 2005
Skills
E-commerce, Product Management, CRM, Business Analysis, Product Development, Project Management, Software Project..., Integration, Agile Methodologies, Requirements Analysis, Software Development, Epiphany, Microsoft Excel, SnagIt, Pivot Tables, BazaarVoice, Communication, PowerPoint, User Stories, User Acceptance Testing, JIRA, Confluence, Tokenization
Education
Salve Regina University 1990 — 1994
Bachelor of Science (B.S.)
Northwestern University 2003 — 2004
Certificate Program
Williams-Sonoma, Inc. July 2013 - Present
Walmart.com 2012 - 2013
Charles Schwab 2006 - 2012
Wells Fargo 2005 - 2006
Coupons.com 2005 - 2005
Skills
E-commerce, Product Management, CRM, Business Analysis, Product Development, Project Management, Software Project..., Integration, Agile Methodologies, Requirements Analysis, Software Development, Epiphany, Microsoft Excel, SnagIt, Pivot Tables, BazaarVoice, Communication, PowerPoint, User Stories, User Acceptance Testing, JIRA, Confluence, Tokenization
Education
Salve Regina University 1990 — 1994
Bachelor of Science (B.S.)
Northwestern University 2003 — 2004
Certificate Program
Tony Yeh Tony Yeh's Wells Fargo Experience March 2014 - December 2014
Job Assistant Sales Trader at Cargill
Industry Financial Services
Experience
Cargill December 2014 - Present
Wells Fargo March 2014 - December 2014
Wells Fargo - Home Mortgage May 2013 - March 2014
Wells Fargo May 2012 - August 2012
Skills
Management, Microsoft Office, Microsoft Excel, Public Speaking, Tableau, SQL, VBA, Microsoft Access, Visio
Education
Northwestern University
Master of Science (MS), Predictive Analytics
Purdue University
Bachelor of Science (B.S.), Financial Counseling And Planning
Purdue University - Organizational Leadership and Supervision
Minor
Purdue University - Statistics
Minor
Cargill December 2014 - Present
Wells Fargo March 2014 - December 2014
Wells Fargo - Home Mortgage May 2013 - March 2014
Wells Fargo May 2012 - August 2012
Skills
Management, Microsoft Office, Microsoft Excel, Public Speaking, Tableau, SQL, VBA, Microsoft Access, Visio
Education
Northwestern University
Master of Science (MS), Predictive Analytics
Purdue University
Bachelor of Science (B.S.), Financial Counseling And Planning
Purdue University - Organizational Leadership and Supervision
Minor
Purdue University - Statistics
Minor
Dean Lazar Dean Lazar's Wells Fargo Experience 2014 - 2014
Job User Experience Designer at Trulia
Industry Design
Experience
Trulia January 2015 - Present
Wells Fargo 2014 - 2014
Hitachi Consulting 2011 - 2013
Management One Ltd 2011 - 2011
ZUVE 2010 - 2010
Miller Electric Mfg. Co. 2010 - 2010
SolidWorks 2010 - 2010
Skills
Rapid Prototyping, Project Management, Design Research, User-centered Design, User Experience, Product Design, Human-centered Design, Usability Testing, Design Strategy, Information Architecture, Design Thinking, User Interface Design, User Interface, Wireframes, User Experience Design, Interaction Design, Usability, Mobile Devices, Strategy, Web Design
Education
Northwestern University
Master of Science, Engineering Design and Innovation
University of Florida
Bachelor of Science, Mechanical Engineering
Trulia January 2015 - Present
Wells Fargo 2014 - 2014
Hitachi Consulting 2011 - 2013
Management One Ltd 2011 - 2011
ZUVE 2010 - 2010
Miller Electric Mfg. Co. 2010 - 2010
SolidWorks 2010 - 2010
Skills
Rapid Prototyping, Project Management, Design Research, User-centered Design, User Experience, Product Design, Human-centered Design, Usability Testing, Design Strategy, Information Architecture, Design Thinking, User Interface Design, User Interface, Wireframes, User Experience Design, Interaction Design, Usability, Mobile Devices, Strategy, Web Design
Education
Northwestern University
Master of Science, Engineering Design and Innovation
University of Florida
Bachelor of Science, Mechanical Engineering
Kevin Valenta Kevin Valenta's Wells Fargo Experience July 2013 - Present
Job Associate at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2013 - Present
Wells Fargo June 2010 - June 2013
Skills
Financial Modeling, Valuation, Capital Markets, Corporate Finance, Financial Analysis
Education
Northwestern University 2006 — 2010
BA, Political Science, Business
Wells Fargo July 2013 - Present
Wells Fargo June 2010 - June 2013
Skills
Financial Modeling, Valuation, Capital Markets, Corporate Finance, Financial Analysis
Education
Northwestern University 2006 — 2010
BA, Political Science, Business
Dan Kobussen Dan Kobussen's Wells Fargo Experience 2009 - May 2015
Job Financial Services Product Development, Payment Experience Strategy, Disruptor
Industry Financial Services
Experience
Wells Fargo 2009 - May 2015
Wells Fargo 2004 - 2008
Morningstar 2000 - 2002
Morningstar 1999 - 2000
Morningstar 1997 - 1999
Deloitte & Touche LLP 1996 - 1997
Skills
Competitive Analysis, Product Management, Banking, Leadership, Risk Management, Financial Services, Management, Analytics, Business Strategy, Finance, Strategic Planning, Business Analysis, Investments, Business Development, Financial Analysis, Pricing, SQL
Education
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2004
MBA, Finance and Marketing
Northwestern University
BA, Economics, 3.7
Wells Fargo 2009 - May 2015
Wells Fargo 2004 - 2008
Morningstar 2000 - 2002
Morningstar 1999 - 2000
Morningstar 1997 - 1999
Deloitte & Touche LLP 1996 - 1997
Skills
Competitive Analysis, Product Management, Banking, Leadership, Risk Management, Financial Services, Management, Analytics, Business Strategy, Finance, Strategic Planning, Business Analysis, Investments, Business Development, Financial Analysis, Pricing, SQL
Education
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2004
MBA, Finance and Marketing
Northwestern University
BA, Economics, 3.7
Todd Muehler Todd Muehler's Wells Fargo Experience April 1999 - January 2002
Job Assistant Professor and Dacotah Bank Scholar in Banking and Financial Services at Northern State University
Industry Higher Education
Experience
Northern State University August 2013 - Present
Wells Fargo Advisors, LLC November 2010 - August 2013
First National Bank South Dakota September 2005 - August 2010
Edward Jones December 2003 - September 2005
Dakota Wesleyan University April 2002 - December 2003
Wells Fargo April 1999 - January 2002
Norwest Bank (n/k/a Wells Fargo) October 1996 - March 1999
Norwest Bank (n/k/a Wells Fargo) May 1995 - October 1996
Kirkwood Bank & Trust February 1994 - April 1995
The Prudential Insurance Company of America March 1993 - October 1993
Skills
Banking, Financial Services, Strategic Financial..., Finance, Mortgage Lending, Credit, Portfolio Management, Loans, Wealth Management, Investments, Insurance, Asset Management, Financial Analysis, Retirement Planning, Mutual Funds, Strategic Planning, Public Speaking, Estate Planning, Management, Leadership, Relationship Management, Microsoft Office, Risk Management
Education
University of Colorado Boulder 2007 — 2009
Diploma of Graduation with Honors, Graduate School of Banking
Cannon Financial Services 1997 — 1999
Certificate of Completion, Employee Benefits School II, III and IV, Honor Graduate
Cannon Financial Services 1997 — 1997
Sales and Service for Relationship Managers
Norwest University - Norwest Bank Corporation 1997 — 1997
Investments II
Northwestern University 1995 — 1996
ABA National Graduate Trust School I and II
Norwest University - Norwest Bank Corporation 1995 — 1995
Trust Sales I
Northwestern University 1994 — 1994
Diploma of Graduation, American Bankers Association National Trust School
The University of North Dakota School of Law 1985 — 1988
JD, Law
The University of North Dakota 1981 — 1985
BBA, Management
Northern State University August 2013 - Present
Wells Fargo Advisors, LLC November 2010 - August 2013
First National Bank South Dakota September 2005 - August 2010
Edward Jones December 2003 - September 2005
Dakota Wesleyan University April 2002 - December 2003
Wells Fargo April 1999 - January 2002
Norwest Bank (n/k/a Wells Fargo) October 1996 - March 1999
Norwest Bank (n/k/a Wells Fargo) May 1995 - October 1996
Kirkwood Bank & Trust February 1994 - April 1995
The Prudential Insurance Company of America March 1993 - October 1993
Skills
Banking, Financial Services, Strategic Financial..., Finance, Mortgage Lending, Credit, Portfolio Management, Loans, Wealth Management, Investments, Insurance, Asset Management, Financial Analysis, Retirement Planning, Mutual Funds, Strategic Planning, Public Speaking, Estate Planning, Management, Leadership, Relationship Management, Microsoft Office, Risk Management
Education
University of Colorado Boulder 2007 — 2009
Diploma of Graduation with Honors, Graduate School of Banking
Cannon Financial Services 1997 — 1999
Certificate of Completion, Employee Benefits School II, III and IV, Honor Graduate
Cannon Financial Services 1997 — 1997
Sales and Service for Relationship Managers
Norwest University - Norwest Bank Corporation 1997 — 1997
Investments II
Northwestern University 1995 — 1996
ABA National Graduate Trust School I and II
Norwest University - Norwest Bank Corporation 1995 — 1995
Trust Sales I
Northwestern University 1994 — 1994
Diploma of Graduation, American Bankers Association National Trust School
The University of North Dakota School of Law 1985 — 1988
JD, Law
The University of North Dakota 1981 — 1985
BBA, Management
Eric Kristensen's Wells Fargo Experience June 2008 - June 2010
Job Managing Partner & Founder at Elk Capital Partners
Industry Financial Services
Experience
Elk Capital Partners July 2015 - Present
HealthTap June 2014 - September 2014
Spartz April 2014 - June 2014
Dev Bootcamp July 2013 - September 2013
JH Whitney & Co September 2010 - December 2012
Wells Fargo June 2008 - June 2010
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Wake Forest University 2004 — 2008
Finance
Elk Capital Partners July 2015 - Present
HealthTap June 2014 - September 2014
Spartz April 2014 - June 2014
Dev Bootcamp July 2013 - September 2013
JH Whitney & Co September 2010 - December 2012
Wells Fargo June 2008 - June 2010
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Wake Forest University 2004 — 2008
Finance
Chanakya Sunku Chanakya Sunku's Wells Fargo Experience February 2014 - November 2014
Job SQL Server Developer at GSM
Industry Computer Software
Experience
GS Marketing June 2015 - Present
Citi December 2014 - June 2015
Wells Fargo February 2014 - November 2014
Lumension October 2011 - February 2014
Redbox January 2011 - August 2011
Skills
SSRS, T-SQL, SSIS, ASP.NET, VB.NET, C#, .NET, Visual Studio, XML, Databases, Software Development, Java, JavaScript, MySQL, Oracle, Database Design, C++, PL/SQL, HTML, T-S, Autosys
Education
Northwestern Polytechnic University
Master's Degree
GS Marketing June 2015 - Present
Citi December 2014 - June 2015
Wells Fargo February 2014 - November 2014
Lumension October 2011 - February 2014
Redbox January 2011 - August 2011
Skills
SSRS, T-SQL, SSIS, ASP.NET, VB.NET, C#, .NET, Visual Studio, XML, Databases, Software Development, Java, JavaScript, MySQL, Oracle, Database Design, C++, PL/SQL, HTML, T-S, Autosys
Education
Northwestern Polytechnic University
Master's Degree
Dominic Mandala Dominic Mandala's Wells Fargo Experience September 2012 - Present
Job Regional Banking Principal Investor Real Estate Industry Specialist
Industry Financial Services
Experience
Wells Fargo September 2012 - Present
Fifth Third Bancorp March 2003 - August 2012
Skills
Commercial Lending, Credit Analysis, Commercial Banking, Credit, Loans, Banking, Portfolio Management, Relationship Management, Cross Selling, Wealth Management, Asset Based Lending, Middle Market
Education
Northwestern University 2015 — 2016
Master's Degree, MSC, Management and Leadership
University of Illinois at Urbana-Champaign 1998 — 2002
Bachelor's Degree, College of Buisness - Finance
Wells Fargo September 2012 - Present
Fifth Third Bancorp March 2003 - August 2012
Skills
Commercial Lending, Credit Analysis, Commercial Banking, Credit, Loans, Banking, Portfolio Management, Relationship Management, Cross Selling, Wealth Management, Asset Based Lending, Middle Market
Education
Northwestern University 2015 — 2016
Master's Degree, MSC, Management and Leadership
University of Illinois at Urbana-Champaign 1998 — 2002
Bachelor's Degree, College of Buisness - Finance
Kenneth Mayer, CFA, CAIA Kenneth Mayer, CFA, CAIA's Wells Fargo Experience September 1999 - March 2000
Job Derivatives Trader at Colorado River Commission
Industry Financial Services
Experience
Colorado River Commission December 2004 - Present
M&I Investment Management September 2001 - July 2004
National City Bank of Minneapolis March 2000 - September 2001
Wells Fargo September 1999 - March 2000
Goldman Sachs January 1999 - April 1999
Skills
Equities, Bloomberg, Portfolio Management, Derivatives, Trading, Equity Research, Hedging, Options, Quantitative Analytics, Investment Management, Mutual Funds, Asset Management, Asset Allocation, Investments, Securities, Hedge Funds, Quantitative Analysis, R, Matlab, Oracle SQL Developer, Python, Amazon Web Services..., SQL
Education
Northwestern University 2014 — 2016
Master's Degree, Predictive Analytics
University of Nevada Las Vegas Lee Business School 2004 — 2007
MBA, New Venture Management
University of Minnesota 1995 — 1998
B.S., Finance
Colorado River Commission December 2004 - Present
M&I Investment Management September 2001 - July 2004
National City Bank of Minneapolis March 2000 - September 2001
Wells Fargo September 1999 - March 2000
Goldman Sachs January 1999 - April 1999
Skills
Equities, Bloomberg, Portfolio Management, Derivatives, Trading, Equity Research, Hedging, Options, Quantitative Analytics, Investment Management, Mutual Funds, Asset Management, Asset Allocation, Investments, Securities, Hedge Funds, Quantitative Analysis, R, Matlab, Oracle SQL Developer, Python, Amazon Web Services..., SQL
Education
Northwestern University 2014 — 2016
Master's Degree, Predictive Analytics
University of Nevada Las Vegas Lee Business School 2004 — 2007
MBA, New Venture Management
University of Minnesota 1995 — 1998
B.S., Finance
Lauren Florczak Lauren Florczak's Wells Fargo Experience January 2015 - Present
Job
Industry Market Research
Experience
Wells Fargo January 2015 - Present
TNS North America April 2013 - January 2015
TNS North America July 2010 - March 2013
TNS North America October 2006 - June 2010
Synovate, Inc August 2005 - October 2006
Skills
Marketing Research, Quantitative Research, Brand Equity, Questionnaire Design, Analytics, Advertising Research, Research Design, Microsoft Excel, Segmentation, Focus Groups, Analysis, Competitive Intelligence, Integrated Marketing, Business Strategy, PowerPoint, Primary Research, SPSS, Consumer Behaviour, Marketing, Management, Online Research, Social Media Marketing
Education
University of California, Irvine 2011 — 2014
Master of Business Administration (M.B.A.)
The University of Georgia 2009 — 2010
Principles of Marketing Research Certificate
Northwestern University 2001 — 2005
Bachelor's Degree, Psychology
Wells Fargo January 2015 - Present
TNS North America April 2013 - January 2015
TNS North America July 2010 - March 2013
TNS North America October 2006 - June 2010
Synovate, Inc August 2005 - October 2006
Skills
Marketing Research, Quantitative Research, Brand Equity, Questionnaire Design, Analytics, Advertising Research, Research Design, Microsoft Excel, Segmentation, Focus Groups, Analysis, Competitive Intelligence, Integrated Marketing, Business Strategy, PowerPoint, Primary Research, SPSS, Consumer Behaviour, Marketing, Management, Online Research, Social Media Marketing
Education
University of California, Irvine 2011 — 2014
Master of Business Administration (M.B.A.)
The University of Georgia 2009 — 2010
Principles of Marketing Research Certificate
Northwestern University 2001 — 2005
Bachelor's Degree, Psychology
Nathan Susanj Nathan Susanj's Wells Fargo Experience July 2013 - Present
Job Marketing Database Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2013 - Present
Philadelphia University March 2011 - July 2013
AOL (Patch.com) September 2009 - March 2011
Skills
CMS, Web Editing, Adobe Creative Suite, Social Media, Social Media Marketing, Public Speaking, Public Relations, Strategic Communications, SPSS, Analytics, Predictive Analytics, Predictive Modeling, SAS, Web Analytics, Data Mining, Editing, Statistics, Time Series Analysis, Econometrics, SQL, Oracle, Database Design, R, Marketing, Machine Learning, Logistic Regression, Customer Segmentation..., Campaign Performance..., Cluster Analysis, Decision Trees, Linear Regression, Microsoft Office, Professional Networking, Digital Marketing, Python, Mortgage Marketing, Weka, Project Management, Data Analysis, Segmentation, Database Marketing, Strategy
Education
Northwestern University 2012 — 2014
Master of Science (M.S.), Predictive Analytics, 4.0 GPA
Wheaton College 2006 — 2009
Bachelor of Arts (B.A.), Economics
Wells Fargo July 2013 - Present
Philadelphia University March 2011 - July 2013
AOL (Patch.com) September 2009 - March 2011
Skills
CMS, Web Editing, Adobe Creative Suite, Social Media, Social Media Marketing, Public Speaking, Public Relations, Strategic Communications, SPSS, Analytics, Predictive Analytics, Predictive Modeling, SAS, Web Analytics, Data Mining, Editing, Statistics, Time Series Analysis, Econometrics, SQL, Oracle, Database Design, R, Marketing, Machine Learning, Logistic Regression, Customer Segmentation..., Campaign Performance..., Cluster Analysis, Decision Trees, Linear Regression, Microsoft Office, Professional Networking, Digital Marketing, Python, Mortgage Marketing, Weka, Project Management, Data Analysis, Segmentation, Database Marketing, Strategy
Education
Northwestern University 2012 — 2014
Master of Science (M.S.), Predictive Analytics, 4.0 GPA
Wheaton College 2006 — 2009
Bachelor of Arts (B.A.), Economics
Ginny Sjoberg Ginny Sjoberg's Wells Fargo Experience June 1985 - May 1997
Job Senior Vice President, Client Advisor at Whittier Trust Company
Industry Investment Management
Experience
Whittier Trust Company 1997 - Present
Wells Fargo June 1985 - May 1997
Education
Institute of Certified Bankers
Certified Trust and Financial Analyst, CTFA
Northwestern University
Attended National Trust School and Graduate Trust School
University of California, Berkeley
B.A.
Whittier Trust Company 1997 - Present
Wells Fargo June 1985 - May 1997
Education
Institute of Certified Bankers
Certified Trust and Financial Analyst, CTFA
Northwestern University
Attended National Trust School and Graduate Trust School
University of California, Berkeley
B.A.
Dave Mauerman Dave Mauerman's Wells Fargo Experience October 2007 - December 2008
Job Vice President at FieldConnect
Industry Computer Software
Experience
FieldConnect 2011 - Present
Pitney Bowes January 2009 - December 2010
Wells Fargo October 2007 - December 2008
Morgan Stanley/Saxon March 2005 - October 2007
Lucas Group November 1996 - March 2005
U.S. NAVY 1989 - 1996
Skills
Team Building, Program Management, Business Development, Strategic Planning, Leadership, New Business Development, Business Strategy, Account Management, Training, Salesforce.com, Project Management, Recruiting, Management, Sales, ERP, Problem Solving
Education
Northwestern University
BA, Mathematics and Economics
University of San Diego
MBA, Finance
FieldConnect 2011 - Present
Pitney Bowes January 2009 - December 2010
Wells Fargo October 2007 - December 2008
Morgan Stanley/Saxon March 2005 - October 2007
Lucas Group November 1996 - March 2005
U.S. NAVY 1989 - 1996
Skills
Team Building, Program Management, Business Development, Strategic Planning, Leadership, New Business Development, Business Strategy, Account Management, Training, Salesforce.com, Project Management, Recruiting, Management, Sales, ERP, Problem Solving
Education
Northwestern University
BA, Mathematics and Economics
University of San Diego
MBA, Finance
Barry C. McCarthy's Wells Fargo Experience March 1998 - March 2000
Job President, Financial Services, First Data Corporation
Industry Financial Services
Experience
First Data Corporation January 2013 - Present
First Data Corporation March 2011 - December 2012
First Data Corporation June 2010 - February 2011
First Data Corporation January 2008 - October 2010
First Data Corporation September 2004 - December 2007
VeriSign February 2002 - June 2003
MagnaCash March 2000 - December 2001
Wells Fargo March 1998 - March 2000
Procter & Gamble July 1986 - March 1998
Skills
Product Management, Sales Management, Organizational..., Payments, Financial Services, Mobile Payments, Strategic Partnerships, Electronic Payments, Mobile Commerce, Credit Cards, Business Development, Payment Card Processing, Start-ups, New Business Development, Business Strategy, E-commerce, Product Development, Payment Systems, Debit Cards, Strategic Planning, Product Marketing, Competitive Analysis, Cross-functional Team..., EMV, Acquiring, Strategy, P&L Management, Credit, Gift Cards, SaaS, Business Process, Integrated Marketing, Marketing Strategy, E-payments, Relationship Management, Leadership, Executive Management, Cards, B2B, Program Management, Banking, Merchant Services, CRM, Analytics, Mobile Devices, Marketing, Management, Sales, Business Alliances, Vendor Management
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, General Management/Marketing
University of Illinois at Urbana-Champaign
First Data Corporation January 2013 - Present
First Data Corporation March 2011 - December 2012
First Data Corporation June 2010 - February 2011
First Data Corporation January 2008 - October 2010
First Data Corporation September 2004 - December 2007
VeriSign February 2002 - June 2003
MagnaCash March 2000 - December 2001
Wells Fargo March 1998 - March 2000
Procter & Gamble July 1986 - March 1998
Skills
Product Management, Sales Management, Organizational..., Payments, Financial Services, Mobile Payments, Strategic Partnerships, Electronic Payments, Mobile Commerce, Credit Cards, Business Development, Payment Card Processing, Start-ups, New Business Development, Business Strategy, E-commerce, Product Development, Payment Systems, Debit Cards, Strategic Planning, Product Marketing, Competitive Analysis, Cross-functional Team..., EMV, Acquiring, Strategy, P&L Management, Credit, Gift Cards, SaaS, Business Process, Integrated Marketing, Marketing Strategy, E-payments, Relationship Management, Leadership, Executive Management, Cards, B2B, Program Management, Banking, Merchant Services, CRM, Analytics, Mobile Devices, Marketing, Management, Sales, Business Alliances, Vendor Management
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, General Management/Marketing
University of Illinois at Urbana-Champaign
Demetri Pavlatos's Wells Fargo Experience May 2013 - December 2014
Job AVP at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2013 - December 2014
Little Fort Housing LLC May 2010 - January 2014
Mizuho Securities USA May 2006 - April 2010
Allston Trading 2004 - 2005
Lehman Brothers 2000 - 2004
ING Nederland 1996 - 1999
Skills
Derivatives, Trading, Fixed Income, Equities, Proprietary Trading, Bonds, Trading Strategies, Electronic Trading, Trading Systems, Options, Commodity, Hedging, FINRA, Bloomberg, Financial Markets, Hedge Funds, Capital Markets, High Frequency Trading, Bloomberg Terminal, Market Data, Alternative Investments, FX trading, Technical Analysis, ETFs, Equity Derivatives, FX Trading, FX Options, Risk Management, Financial Services
Education
Northwestern University
Wells Fargo May 2013 - December 2014
Little Fort Housing LLC May 2010 - January 2014
Mizuho Securities USA May 2006 - April 2010
Allston Trading 2004 - 2005
Lehman Brothers 2000 - 2004
ING Nederland 1996 - 1999
Skills
Derivatives, Trading, Fixed Income, Equities, Proprietary Trading, Bonds, Trading Strategies, Electronic Trading, Trading Systems, Options, Commodity, Hedging, FINRA, Bloomberg, Financial Markets, Hedge Funds, Capital Markets, High Frequency Trading, Bloomberg Terminal, Market Data, Alternative Investments, FX trading, Technical Analysis, ETFs, Equity Derivatives, FX Trading, FX Options, Risk Management, Financial Services
Education
Northwestern University
Aaron Dunn Aaron Dunn's Wells Fargo Experience June 2007 - April 2008
Job Managing Director: Commercial Capital Markets at Redwood Trust
Industry Real Estate
Experience
Redwood Trust April 2012 - Present
Freddie Mac December 2008 - April 2012
Wells Fargo June 2007 - April 2008
LaSalle Bank June 1999 - May 2007
Skills
CMBS, Portfolio Management, Fixed Income, Capital Markets, Securitization, Loans, Real Estate, Commercial Real Estate, Hedging, Analysis, Real Estate Economics, Valuation, Asset Management, Financial Modeling, Underwriting, Due Diligence
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Finance, Marketing, Management Strategy
The University of Chicago 1997 — 2000
BA, Economics
Loyola Academy 1993 — 1997
High School, High School/Secondary Diploma Programs
Redwood Trust April 2012 - Present
Freddie Mac December 2008 - April 2012
Wells Fargo June 2007 - April 2008
LaSalle Bank June 1999 - May 2007
Skills
CMBS, Portfolio Management, Fixed Income, Capital Markets, Securitization, Loans, Real Estate, Commercial Real Estate, Hedging, Analysis, Real Estate Economics, Valuation, Asset Management, Financial Modeling, Underwriting, Due Diligence
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Finance, Marketing, Management Strategy
The University of Chicago 1997 — 2000
BA, Economics
Loyola Academy 1993 — 1997
High School, High School/Secondary Diploma Programs
Vincent Parsons Vincent Parsons's Wells Fargo Experience July 2014 - October 2014
Job Unix Administrator at Family Dollar
Industry Information Technology and Services
Experience
Family Dollar October 2014 - Present
Wells Fargo July 2014 - October 2014
T1Visions, Inc. February 2013 - July 2014
Hewlett-Packard February 2012 - May 2012
Empowered Benefits May 2011 - August 2011
Wachovia, A Wells Fargo Company November 2002 - May 2011
Blue Cross Blue Shield of Illinois May 2001 - November 2002
Skills
Perl, Linux, Shell Scripting, Unix Shell Scripting, MySQL, Apache, Servers, DHCP, RHCE, A+ Certified, DNS management, Infoblox, CudaTel VOIP, Apple OS X, LAMP stack, Django stack, LAN switching, LAN routing, Bash, DNS, OS X, LAMP, Solaris, Unix
Education
Northwestern University 2000 — 2001
Computer Science
Coconino High School 1988 — 1989
4.0 GPA
Edward S Marcus High School 1986 — 1987
4.0 GPA
Family Dollar October 2014 - Present
Wells Fargo July 2014 - October 2014
T1Visions, Inc. February 2013 - July 2014
Hewlett-Packard February 2012 - May 2012
Empowered Benefits May 2011 - August 2011
Wachovia, A Wells Fargo Company November 2002 - May 2011
Blue Cross Blue Shield of Illinois May 2001 - November 2002
Skills
Perl, Linux, Shell Scripting, Unix Shell Scripting, MySQL, Apache, Servers, DHCP, RHCE, A+ Certified, DNS management, Infoblox, CudaTel VOIP, Apple OS X, LAMP stack, Django stack, LAN switching, LAN routing, Bash, DNS, OS X, LAMP, Solaris, Unix
Education
Northwestern University 2000 — 2001
Computer Science
Coconino High School 1988 — 1989
4.0 GPA
Edward S Marcus High School 1986 — 1987
4.0 GPA
Cedric Garrett's Wells Fargo Experience June 2006 - February 2007
Job Director at Stuller, Inc.
Industry Luxury Goods & Jewelry
Experience
Stuller, Inc. July 2015 - Present
Stuller, Inc. July 2014 - July 2015
Stuller, Inc. May 2013 - July 2014
Stuller, Inc. January 2012 - May 2013
Stuller, Inc. May 2011 - January 2012
Capital One March 2009 - February 2010
Chase February 2007 - September 2008
Wells Fargo June 2006 - February 2007
Skills
Analytics, E-commerce, Business Process, Business Analysis, Analysis, Business Strategy, Financial Analysis, CRM, Data Analysis, Process Improvement, Management, Retail, Sales, Marketing, SEM, Public Speaking, SEO, Credit Analysis, KPI Dashboards, Performance Dashboards, Cross-functional Team..., Digital Strategy, Market Research, E-commerce SEO
Education
University of Louisiana at Lafayette 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Northwestern State University
Bachelor of Arts (B.A.), Humanities, Business/Managerial Economics
Stuller, Inc. July 2015 - Present
Stuller, Inc. July 2014 - July 2015
Stuller, Inc. May 2013 - July 2014
Stuller, Inc. January 2012 - May 2013
Stuller, Inc. May 2011 - January 2012
Capital One March 2009 - February 2010
Chase February 2007 - September 2008
Wells Fargo June 2006 - February 2007
Skills
Analytics, E-commerce, Business Process, Business Analysis, Analysis, Business Strategy, Financial Analysis, CRM, Data Analysis, Process Improvement, Management, Retail, Sales, Marketing, SEM, Public Speaking, SEO, Credit Analysis, KPI Dashboards, Performance Dashboards, Cross-functional Team..., Digital Strategy, Market Research, E-commerce SEO
Education
University of Louisiana at Lafayette 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Northwestern State University
Bachelor of Arts (B.A.), Humanities, Business/Managerial Economics
Joseph Dillard Joseph Dillard's Wells Fargo Experience 2000 - 2002
Job Financial Representative Financial Services
Industry Financial Services
Experience
Financial Services 2008 - Present
Credit Union 2004 - 2007
U.S. Bank 2003 - 2004
M & I Bank 2002 - 2003
Wells Fargo 2000 - 2002
Prudential Financial 1999 - 2000
LaSalle Bank 1989 - 1999
Skills
Financial Education, Financial Coaching, Wealth, Personal Finance, Credit, Finance, Financial Analysis, Loans, Small Business, Coaching, Public Speaking, Budgets, Financial Services, Non-profits, Debt Management, Wealth Management, Retirement Planning, Mutual Funds, Marketing, Portfolio Management
Education
Northwestern University 1984 — 1989
B.A., Economics
Financial Services 2008 - Present
Credit Union 2004 - 2007
U.S. Bank 2003 - 2004
M & I Bank 2002 - 2003
Wells Fargo 2000 - 2002
Prudential Financial 1999 - 2000
LaSalle Bank 1989 - 1999
Skills
Financial Education, Financial Coaching, Wealth, Personal Finance, Credit, Finance, Financial Analysis, Loans, Small Business, Coaching, Public Speaking, Budgets, Financial Services, Non-profits, Debt Management, Wealth Management, Retirement Planning, Mutual Funds, Marketing, Portfolio Management
Education
Northwestern University 1984 — 1989
B.A., Economics
Debora Wilhelm Debora Wilhelm's Wells Fargo Experience April 1999 - August 2008
Job VP, Senior Brand Manager at Bank of the West
Industry Financial Services
Experience
Bank of the West May 2015 - Present
Apollo Education Group October 2013 - March 2015
Pacific Gas and Electric Company December 2008 - May 2013
Wells Fargo April 1999 - August 2008
Visa January 1997 - December 1997
Pacific Bell January 1995 - January 1996
J. Walter Thompson 1991 - 1992
Young & Rubicam 1990 - 1991
Skills
Marketing Communications, Direct Marketing, Integrated Marketing, Lead Generation, Strategy, Marketing Strategy, Web Content, Advertising, Marketing, Management, Marketing Management, Financial Services, Editing, Online Marketing, Program Management, Event Management, Social Media Marketing, Product Management, B2B Marketing, Strategic Planning, Segmentation, Leadership, Strategic Communications, Creative Direction, Marketing Research, Market Research, Customer Research, B2B, Public Relations, Cross-functional Team..., Direct Mail, Cross Functional Team..., Sales Support Marketing, Content Marketing, SEO, Digital Media, Social Media, Promotions Management, Digital Marketing, Email Marketing
Education
Cal State University - East Bay 2011 — 2012
Masters Certificate, Integrated Energy Solutions
Northwestern University
Bachelor of Science, Communications
Bank of the West May 2015 - Present
Apollo Education Group October 2013 - March 2015
Pacific Gas and Electric Company December 2008 - May 2013
Wells Fargo April 1999 - August 2008
Visa January 1997 - December 1997
Pacific Bell January 1995 - January 1996
J. Walter Thompson 1991 - 1992
Young & Rubicam 1990 - 1991
Skills
Marketing Communications, Direct Marketing, Integrated Marketing, Lead Generation, Strategy, Marketing Strategy, Web Content, Advertising, Marketing, Management, Marketing Management, Financial Services, Editing, Online Marketing, Program Management, Event Management, Social Media Marketing, Product Management, B2B Marketing, Strategic Planning, Segmentation, Leadership, Strategic Communications, Creative Direction, Marketing Research, Market Research, Customer Research, B2B, Public Relations, Cross-functional Team..., Direct Mail, Cross Functional Team..., Sales Support Marketing, Content Marketing, SEO, Digital Media, Social Media, Promotions Management, Digital Marketing, Email Marketing
Education
Cal State University - East Bay 2011 — 2012
Masters Certificate, Integrated Energy Solutions
Northwestern University
Bachelor of Science, Communications
Malcolm Hunter Malcolm Hunter's Wells Fargo Experience 2008 - Present
Job
Industry Financial Services
Experience
Wells Fargo 2008 - Present
SESAC 2001 - Present
Skills
Portfolio Management, Music, Marketing, Quality Assurance, Training, Credit, Loans, E-commerce, Analytics, Entertainment, Social Media, Team Building, Sales, Financial Modeling, Marketing Strategy, Strategic Planning, Leadership, Entrepreneurship, Time Management, Strategy
Education
New York University - Leonard N. Stern School of Business 1981 — 1983
M.B.A.
Northwestern University 1974 — 1979
B.A.
Wells Fargo 2008 - Present
SESAC 2001 - Present
Skills
Portfolio Management, Music, Marketing, Quality Assurance, Training, Credit, Loans, E-commerce, Analytics, Entertainment, Social Media, Team Building, Sales, Financial Modeling, Marketing Strategy, Strategic Planning, Leadership, Entrepreneurship, Time Management, Strategy
Education
New York University - Leonard N. Stern School of Business 1981 — 1983
M.B.A.
Northwestern University 1974 — 1979
B.A.
Deborah Early, M.A. MBA Deborah Early, M.A. MBA's Wells Fargo Experience March 2010 - March 2011
Job Senior Learning Consultant
Industry Professional Training & Coaching
Experience
Bank of America October 2014 - June 2015
Bank of America November 2011 - August 2014
CoreLeader September 2009 - June 2011
Wells Fargo March 2010 - March 2011
Wachovia, A Wells Fargo Company October 2005 - June 2009
Wachovia Bank January 2001 - January 2005
First Union May 1994 - January 2005
Northern Trust June 1987 - July 1988
Skills
Creative Problem Solving, Strategic Thinking, Leading Change, Leadership Development, Executive Coaching, Change Management, Organizational..., Leadership, Talent Management, Business Transformation, Coaching, Conflict Resolution, Project Management, Human Resources, Workshop Facilitation, Management, Training, Succession Planning, Performance Improvement, Thought Leadership, 360 Feedback, Consulting, Product Development, Training Delivery, Employee Training, Organizational..., Strategy
Education
Fielding Graduate University
M.A., Organizational Management and Development
Northwestern University - Kellogg School of Management
MBA, Marketing and Finance
University of Michigan
B.A., cum laude, Economics
Bank of America October 2014 - June 2015
Bank of America November 2011 - August 2014
CoreLeader September 2009 - June 2011
Wells Fargo March 2010 - March 2011
Wachovia, A Wells Fargo Company October 2005 - June 2009
Wachovia Bank January 2001 - January 2005
First Union May 1994 - January 2005
Northern Trust June 1987 - July 1988
Skills
Creative Problem Solving, Strategic Thinking, Leading Change, Leadership Development, Executive Coaching, Change Management, Organizational..., Leadership, Talent Management, Business Transformation, Coaching, Conflict Resolution, Project Management, Human Resources, Workshop Facilitation, Management, Training, Succession Planning, Performance Improvement, Thought Leadership, 360 Feedback, Consulting, Product Development, Training Delivery, Employee Training, Organizational..., Strategy
Education
Fielding Graduate University
M.A., Organizational Management and Development
Northwestern University - Kellogg School of Management
MBA, Marketing and Finance
University of Michigan
B.A., cum laude, Economics
David Ketchum David Ketchum's Wells Fargo Experience 2000 - 2004
Job Client Relations at Spectrum Settlement Recovery
Industry Computer Software
Experience
Spectrum Settlement Recovery August 2010 - Present
TapDynamics February 2009 - October 2010
Spectrum Settlement Recovery 2005 - March 2010
Neighborhood Parks Council 2004 - 2005
Wells Fargo 2000 - 2004
McKesson Corporation 1996 - 2000
Skills
Customer Relations, Management Consulting, Operations Management, Customer Service, Program Management, CRM, Product Management, Account Management, Business Development, Start-ups, Analysis, Management
Education
Northwestern University 1985 — 1989
BA, Mathematics
Spectrum Settlement Recovery August 2010 - Present
TapDynamics February 2009 - October 2010
Spectrum Settlement Recovery 2005 - March 2010
Neighborhood Parks Council 2004 - 2005
Wells Fargo 2000 - 2004
McKesson Corporation 1996 - 2000
Skills
Customer Relations, Management Consulting, Operations Management, Customer Service, Program Management, CRM, Product Management, Account Management, Business Development, Start-ups, Analysis, Management
Education
Northwestern University 1985 — 1989
BA, Mathematics
Bob Littlefield's Wells Fargo Experience January 2003 - January 2009
Job
Industry Computer Software
Experience
SunEdison December 2014 - Present
Intuit September 2013 - Present
Intuit May 2012 - July 2014
InQuira (Acquired by Oracle) 2011 - May 2012
Argos Consulting Group February 2009 - March 2011
InQuira 2011 - 2011
Wells Fargo January 2003 - January 2009
Scient August 1999 - April 2002
Interbrand 2002 - 2002
NextLeft 2001 - 2002
Skills
Process Improvement, Management Consulting, Strategy Development, Customer Experience, Strategic Planning, Six Sigma, Business Strategy, Strategy, Vendor Management, Management, Change Management, Project Management, Financial Services, Program Management, Cross-functional Team..., Coaching, Leadership, Business Process, Business Process..., Business Development, Analytics, Training, Consulting
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
Northwestern University 1980 — 1984
BS, Industrial Engineering
SunEdison December 2014 - Present
Intuit September 2013 - Present
Intuit May 2012 - July 2014
InQuira (Acquired by Oracle) 2011 - May 2012
Argos Consulting Group February 2009 - March 2011
InQuira 2011 - 2011
Wells Fargo January 2003 - January 2009
Scient August 1999 - April 2002
Interbrand 2002 - 2002
NextLeft 2001 - 2002
Skills
Process Improvement, Management Consulting, Strategy Development, Customer Experience, Strategic Planning, Six Sigma, Business Strategy, Strategy, Vendor Management, Management, Change Management, Project Management, Financial Services, Program Management, Cross-functional Team..., Coaching, Leadership, Business Process, Business Process..., Business Development, Analytics, Training, Consulting
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
Northwestern University 1980 — 1984
BS, Industrial Engineering
John Rigler John Rigler's Wells Fargo Experience May 2014 - Present
Job Vice President, Real Estate Investment Consultant
Industry Banking
Experience
Wells Fargo May 2014 - Present
Wells Fargo August 2012 - May 2014
Federal Home Loan Bank of Des Moines January 2012 - August 2012
Houlihan Lokey July 2011 - December 2011
Deutsche Bank July 2008 - May 2010
JPMorgan September 2006 - June 2008
Meridian Capital Group September 2005 - September 2006
Fitch Ratings June 2004 - August 2004
Principal Financial Group June 2003 - January 2004
University of Iowa June 2003 - September 2003
Skills
Commercial mortgage..., Affordable housing..., commercial real estate..., Commercial Real Estate..., Mortgage Underwriting, Valuation, Financial Modeling, Investments, Financial Analysis, Corporate Finance, Due Diligence, CMBS, Real Estate Economics, Capital Markets, Equities, Asset Managment, Credit Analysis, Private Equity, Asset Management, Loan Origination, Real Estate, Finance
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Finance
University of Wisconsin-Madison 2000 — 2005
BBA, Real Estate and Finance
Wells Fargo May 2014 - Present
Wells Fargo August 2012 - May 2014
Federal Home Loan Bank of Des Moines January 2012 - August 2012
Houlihan Lokey July 2011 - December 2011
Deutsche Bank July 2008 - May 2010
JPMorgan September 2006 - June 2008
Meridian Capital Group September 2005 - September 2006
Fitch Ratings June 2004 - August 2004
Principal Financial Group June 2003 - January 2004
University of Iowa June 2003 - September 2003
Skills
Commercial mortgage..., Affordable housing..., commercial real estate..., Commercial Real Estate..., Mortgage Underwriting, Valuation, Financial Modeling, Investments, Financial Analysis, Corporate Finance, Due Diligence, CMBS, Real Estate Economics, Capital Markets, Equities, Asset Managment, Credit Analysis, Private Equity, Asset Management, Loan Origination, Real Estate, Finance
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Finance
University of Wisconsin-Madison 2000 — 2005
BBA, Real Estate and Finance
Michelle (Bonner) Techel Michelle (Bonner) Techel's Wells Fargo Experience April 2014 - Present
Job SVP, Payments for Consumer Financial Services at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2014 - Present
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA
University of California, Los Angeles 1992 — 1996
BA
Wells Fargo April 2014 - Present
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA
University of California, Los Angeles 1992 — 1996
BA
Vikki Goldman Vikki Goldman's Wells Fargo Experience February 2013 - May 2013
Job Experienced Marketing Communications Consultant
Industry Marketing and Advertising
Experience
Wells Fargo February 2013 - May 2013
Wells Fargo November 2011 - February 2013
Union Bank 2013 - 2013
Charles Schwab May 2011 - July 2011
Wells Fargo August 2009 - May 2011
Wells Fargo November 2008 - March 2009
Organic 2009 - 2009
Charles Schwab April 2007 - April 2008
Schwab Performance Technologies 2006 - 2007
Wells Fargo April 2001 - April 2006
Skills
Integrated Marketing, Marketing Strategy, Online Marketing, Marketing Communications, Email Marketing, Copy Editing, Writing, Content Strategy, Promotions, Sales Support, Advertising, Humor, Yoga, Public Speaking, Group Presentations, Financial Services, Online Advertising, Direct Marketing, Sales Operations, Strategic Partnerships, Digital Marketing, Market Research, Marketing, Social Media Marketing, Project Management, Analytics, Direct Mail, Editing, Brand Development, Corporate Communications, Strategy, Internal Communications, SEO, Copywriting, Strategic Communications
Education
Northwestern University 1991 — 1993
Masters, Integrated Marketing Communications
University of Wisconsin-Madison 1987 — 1991
Bachelor of Arts, Journalism/Advertising
Central School and NT
South School
grammar school
Wells Fargo February 2013 - May 2013
Wells Fargo November 2011 - February 2013
Union Bank 2013 - 2013
Charles Schwab May 2011 - July 2011
Wells Fargo August 2009 - May 2011
Wells Fargo November 2008 - March 2009
Organic 2009 - 2009
Charles Schwab April 2007 - April 2008
Schwab Performance Technologies 2006 - 2007
Wells Fargo April 2001 - April 2006
Skills
Integrated Marketing, Marketing Strategy, Online Marketing, Marketing Communications, Email Marketing, Copy Editing, Writing, Content Strategy, Promotions, Sales Support, Advertising, Humor, Yoga, Public Speaking, Group Presentations, Financial Services, Online Advertising, Direct Marketing, Sales Operations, Strategic Partnerships, Digital Marketing, Market Research, Marketing, Social Media Marketing, Project Management, Analytics, Direct Mail, Editing, Brand Development, Corporate Communications, Strategy, Internal Communications, SEO, Copywriting, Strategic Communications
Education
Northwestern University 1991 — 1993
Masters, Integrated Marketing Communications
University of Wisconsin-Madison 1987 — 1991
Bachelor of Arts, Journalism/Advertising
Central School and NT
South School
grammar school
Robert Frykholm Robert Frykholm's Wells Fargo Experience April 1994 - February 2007
Job Lead Technician at Richland School District One
Industry Education Management
Experience
Richland School District One August 2007 - Present
Wells Fargo April 1994 - February 2007
BMO Harris Bank May 1970 - July 1985
Skills
Windows 7, Computer Hardware, Microsoft Office, Troubleshooting, Customer Service, Management, Start-ups, Public Speaking, Research, Teaching, Banking, Windows, Leadership
Education
The University of Chicago 1975 — 1977
Master of Business Administration (MBA), Economics and English
Northwestern University 1971 — 1975
Bachelor of Business Administration (BBA), Finance, General and English
Richland School District One August 2007 - Present
Wells Fargo April 1994 - February 2007
BMO Harris Bank May 1970 - July 1985
Skills
Windows 7, Computer Hardware, Microsoft Office, Troubleshooting, Customer Service, Management, Start-ups, Public Speaking, Research, Teaching, Banking, Windows, Leadership
Education
The University of Chicago 1975 — 1977
Master of Business Administration (MBA), Economics and English
Northwestern University 1971 — 1975
Bachelor of Business Administration (BBA), Finance, General and English
Etienna Wright's Wells Fargo Experience May 2011 - July 2012
Job Programs Director at Lafayette Education Foundation
Industry Nonprofit Organization Management
Experience
Lafayette Education Foundation July 2012 - Present
Acadiana Repertory Theatre January 2009 - Present
Wells Fargo May 2011 - July 2012
Hospice of Acadiana August 2010 - May 2011
Acadiana Symphony Orchestra and Conservatory of Music August 2006 - July 2010
Skills
Microsoft Office, GiftWorks, People Skills, Business Relationship..., Client Development, Maintaining Strong..., Sales Operations, Customer Service, Creative Writing, Grant Writing, Business Development, Sponsorship Programs, Sponsorship Research, Sponsorship Relations, Donor Management, Donor Recognition, Donor Development, CRM Integration, Arts Administration, Theatre, Performing Arts, Fundraising, Social Media Marketing
Education
Northwestern State University 2003 — 2006
Theatre/Theater, Dance, Creative Writing
Lafayette Education Foundation July 2012 - Present
Acadiana Repertory Theatre January 2009 - Present
Wells Fargo May 2011 - July 2012
Hospice of Acadiana August 2010 - May 2011
Acadiana Symphony Orchestra and Conservatory of Music August 2006 - July 2010
Skills
Microsoft Office, GiftWorks, People Skills, Business Relationship..., Client Development, Maintaining Strong..., Sales Operations, Customer Service, Creative Writing, Grant Writing, Business Development, Sponsorship Programs, Sponsorship Research, Sponsorship Relations, Donor Management, Donor Recognition, Donor Development, CRM Integration, Arts Administration, Theatre, Performing Arts, Fundraising, Social Media Marketing
Education
Northwestern State University 2003 — 2006
Theatre/Theater, Dance, Creative Writing
Marian Rydzanych Marian Rydzanych's Wells Fargo Experience August 2015 - Present
Job Mobile Application Developer at Wells Fargo
Industry Computer Software
Experience
Wells Fargo August 2015 - Present
Cisco November 2014 - August 2015
Rewired Health August 2012 - August 2014
Skills
C, JavaScript, Java, HTML, C++, C#, MySQL, XML, PHP, jQuery, AJAX, Apache, Git, Subversion, OOP, Web Applications
Education
Stanford University 2014 — 2016
Business Administration and Management, General
Northwestern Polytechnic University 2012 — 2014
MSCS, Computer science
Wells Fargo August 2015 - Present
Cisco November 2014 - August 2015
Rewired Health August 2012 - August 2014
Skills
C, JavaScript, Java, HTML, C++, C#, MySQL, XML, PHP, jQuery, AJAX, Apache, Git, Subversion, OOP, Web Applications
Education
Stanford University 2014 — 2016
Business Administration and Management, General
Northwestern Polytechnic University 2012 — 2014
MSCS, Computer science
Derek Martinez's Wells Fargo Experience June 2013 - February 2014
Job Risk Analyst 1 at USAA FSB
Industry Banking
Experience
USAA February 2015 - Present
JPMorgan Chase 2014 - February 2015
Wells Fargo June 2013 - February 2014
Wells Fargo August 2011 - June 2013
Wells Fargo September 2009 - August 2011
Morgan Stanley October 2005 - March 2009
Skills
Credit, Finance, Risk Management, Financial Services, Credit Analysis, Fraud, Loans, Banking, Mortgage Lending, Financial Risk, Operational Risk, Loss Mitigation, Credit Risk, Consumer Lending, Due Diligence, Operational Risk..., Bank Secrecy Act, Mortgage Servicing, OFAC, Data Analysis, USA PATRIOT Act, KYC, Retail Banking, Anti Money Laundering, Mortgage Banking, Customer Service, Analysis, Financial Analysis, Strategic Planning
Education
University of Phoenix 2009 — 2011
MBA, Business Administration and Management, General
Northwestern University 1999 — 2003
Bachelors, Political Science
Bellarmine College Preparatory 1995 — 1999
Diploma, General Studies
USAA February 2015 - Present
JPMorgan Chase 2014 - February 2015
Wells Fargo June 2013 - February 2014
Wells Fargo August 2011 - June 2013
Wells Fargo September 2009 - August 2011
Morgan Stanley October 2005 - March 2009
Skills
Credit, Finance, Risk Management, Financial Services, Credit Analysis, Fraud, Loans, Banking, Mortgage Lending, Financial Risk, Operational Risk, Loss Mitigation, Credit Risk, Consumer Lending, Due Diligence, Operational Risk..., Bank Secrecy Act, Mortgage Servicing, OFAC, Data Analysis, USA PATRIOT Act, KYC, Retail Banking, Anti Money Laundering, Mortgage Banking, Customer Service, Analysis, Financial Analysis, Strategic Planning
Education
University of Phoenix 2009 — 2011
MBA, Business Administration and Management, General
Northwestern University 1999 — 2003
Bachelors, Political Science
Bellarmine College Preparatory 1995 — 1999
Diploma, General Studies
Noreen Huebner Noreen Huebner's Wells Fargo Experience 2006 - 2010
Job Personal Trust Specialist at BB&T Wealth
Industry Financial Services
Experience
BB&T Wealth May 2015 - Present
BB&T Wealth Management April 2011 - Present
Wells Fargo 2006 - 2010
Wachovia Bank 2000 - 2006
First Union National Bank 1996 - 2000
Skills
Wealth Management, Investment Management, Financial Services, Portfolio Management, Wealth Management..., Retirement Planning, Banking, Estate Planning, Asset Managment, Retirement, Relationship Management, Wealth, Private Banking, Trust Services, Retail Banking, Alternative Investments, Consumer Lending, High Net Worth..., Financial Advisory, Trusts, Mortgage Lending, Commercial Lending, Asset Management, Equities, Small Business, Financial Analysis, Cross Selling, Fixed Income, Succession Planning, Mutual Funds, Non-profits, Credit Analysis
Education
Northwestern University 2004 — 2006
CTFA, Certified Trust and Financial Advisor
Valencia Community College 1998 — 2002
AS, Computer Programming and Analysis
Winter Haven High School 1974 — 1978
Diploma, General Studies
BB&T Wealth May 2015 - Present
BB&T Wealth Management April 2011 - Present
Wells Fargo 2006 - 2010
Wachovia Bank 2000 - 2006
First Union National Bank 1996 - 2000
Skills
Wealth Management, Investment Management, Financial Services, Portfolio Management, Wealth Management..., Retirement Planning, Banking, Estate Planning, Asset Managment, Retirement, Relationship Management, Wealth, Private Banking, Trust Services, Retail Banking, Alternative Investments, Consumer Lending, High Net Worth..., Financial Advisory, Trusts, Mortgage Lending, Commercial Lending, Asset Management, Equities, Small Business, Financial Analysis, Cross Selling, Fixed Income, Succession Planning, Mutual Funds, Non-profits, Credit Analysis
Education
Northwestern University 2004 — 2006
CTFA, Certified Trust and Financial Advisor
Valencia Community College 1998 — 2002
AS, Computer Programming and Analysis
Winter Haven High School 1974 — 1978
Diploma, General Studies
Carolyn Clute Carolyn Clute's Wells Fargo Experience May 2008 - December 2011
Job Product and marketing leadership across the product lifecycle | B2B, B2C, multichannel | SaaS, digital, mobile
Industry Internet
Experience
BrightEdge Technologies, Inc. December 2011 - Present
Wells Fargo May 2008 - December 2011
Education Finance Partners May 2005 - November 2007
Chela Financial Resources 2002 - 2004
MediaGravity, LLC 2000 - 2002
StockPower Inc. October 1997 - November 2000
Autodesk, Inc. August 1995 - October 1997
Skills
Product Management, Strategy, Product Development, Business Strategy, SaaS, Product Marketing, Cross-functional Team..., Start-ups, Competitive Analysis, Strategic Planning, Market Planning, Strategic Partnerships, Marketing Strategy, Pricing, Enterprise Software, B2B, Business Development, Management, Program Management, Marketing, SEO, Leadership, Mobile Applications, Salesforce.com, Digital Marketing, Analytics, B2B2C, Mobile Internet, Marketo, Marketing Analytics, search marketing
Education
Northwestern University - Kellogg School of Management
MBA, Marketing, Finance, Strategy
Tufts University
BS, Mechanical Engineering
BrightEdge Technologies, Inc. December 2011 - Present
Wells Fargo May 2008 - December 2011
Education Finance Partners May 2005 - November 2007
Chela Financial Resources 2002 - 2004
MediaGravity, LLC 2000 - 2002
StockPower Inc. October 1997 - November 2000
Autodesk, Inc. August 1995 - October 1997
Skills
Product Management, Strategy, Product Development, Business Strategy, SaaS, Product Marketing, Cross-functional Team..., Start-ups, Competitive Analysis, Strategic Planning, Market Planning, Strategic Partnerships, Marketing Strategy, Pricing, Enterprise Software, B2B, Business Development, Management, Program Management, Marketing, SEO, Leadership, Mobile Applications, Salesforce.com, Digital Marketing, Analytics, B2B2C, Mobile Internet, Marketo, Marketing Analytics, search marketing
Education
Northwestern University - Kellogg School of Management
MBA, Marketing, Finance, Strategy
Tufts University
BS, Mechanical Engineering
Jorge Robert's Wells Fargo Experience February 2002 - August 2004
Job Global Marketer | Business Developer | Fundraiser
Industry Marketing and Advertising
Experience
JMR October 2012 - Present
T. Rowe Price June 2007 - June 2012
CIFI - Corporación Interamericana para el Financiamiento de Infraestructura, S.A. February 2007 - May 2007
IIC - Inter-American Investment Corporation July 2006 - December 2006
Wells Fargo February 2002 - August 2004
Arthur Andersen Business Consulting June 2000 - November 2001
-- August 1997 - March 2000
Skills
Business Planning, Emerging Markets, Due Diligence, Strategic Analysis, New Business Development, Marketing Strategy, Brand Development, Financial Analysis, Intrapreneurship, International Business, Business Relationship..., Creative Problem Solving, Idea Generation, Finance, Analysis, Valuation
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Finance and International Business
Yale University 1993 — 1997
BA, Political Science
JMR October 2012 - Present
T. Rowe Price June 2007 - June 2012
CIFI - Corporación Interamericana para el Financiamiento de Infraestructura, S.A. February 2007 - May 2007
IIC - Inter-American Investment Corporation July 2006 - December 2006
Wells Fargo February 2002 - August 2004
Arthur Andersen Business Consulting June 2000 - November 2001
-- August 1997 - March 2000
Skills
Business Planning, Emerging Markets, Due Diligence, Strategic Analysis, New Business Development, Marketing Strategy, Brand Development, Financial Analysis, Intrapreneurship, International Business, Business Relationship..., Creative Problem Solving, Idea Generation, Finance, Analysis, Valuation
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Finance and International Business
Yale University 1993 — 1997
BA, Political Science
Betty Latson Betty Latson's Wells Fargo Experience June 2009 - September 2014
Job Senior Vice President Team Lead at U.S. Bank
Industry Banking
Experience
U.S. Bank September 2014 - Present
Wells Fargo June 2009 - September 2014
Bank of America October 2007 - April 2009
LaSalle Bank/ABN AMRO September 1980 - October 2007
Skills
Underwriting, Commercial Lending, Credit, Commercial Banking, Banking, Middle Market, Portfolio Management, Business Development, Credit Risk, Loans, Treasury Management, Management, CRM, Asset Based Lending, Financial Structuring, Capital Markets, Mergers & Acquisitions, Credit Analysis, Financial Services, Financial Modeling, Cash Management
Education
Northwestern University - Kellogg School of Management 1982 — 1986
MBA, Finance and Accounting
University of Illinois at Urbana-Champaign - College of Business 1976 — 1980
Bachelor of Science, Finance
U.S. Bank September 2014 - Present
Wells Fargo June 2009 - September 2014
Bank of America October 2007 - April 2009
LaSalle Bank/ABN AMRO September 1980 - October 2007
Skills
Underwriting, Commercial Lending, Credit, Commercial Banking, Banking, Middle Market, Portfolio Management, Business Development, Credit Risk, Loans, Treasury Management, Management, CRM, Asset Based Lending, Financial Structuring, Capital Markets, Mergers & Acquisitions, Credit Analysis, Financial Services, Financial Modeling, Cash Management
Education
Northwestern University - Kellogg School of Management 1982 — 1986
MBA, Finance and Accounting
University of Illinois at Urbana-Champaign - College of Business 1976 — 1980
Bachelor of Science, Finance
Lori Crosley's Wells Fargo Experience January 2010 - November 2012
Job Innovative Business and Marketing Strategy Executive
Industry Financial Services
Experience
NexTier Capital Solutions, LLC December 2014 - Present
HAS Capital Advisory Board February 2012 - Present
Gallup January 2014 - November 2014
Wells Fargo January 2010 - November 2012
Wells Fargo February 2008 - December 2009
Greenwich Associates July 2005 - February 2008
EnnisKnupp 2003 - 2005
Credit Suisse 1997 - 2003
First National Bank of Chicago (now JP Morgan) 1995 - 1997
Skills
Investments, Business Strategy, Asset Management, Problem Solving, Marketing Strategy, B2B Marketing, B2B Marketing Strategy, Product Innovation, Asset Managment, Financial Services, Alternative Investments, Product Marketing, Hedge Funds, Marketing Management, Marketing, Valuation, Business Development, Management Consulting, Sales, Segmentation, Executive Management, Competitive Analysis, Strategic Planning, Selling, Venture Capital, Market Analysis, Private Equity, Capital Markets, Start-ups, Business, Brand Management, Strategy, Mergers & Acquisitions, Investment Management, Risk Management, Entrepreneurship, New Business Development, Mutual Funds, Business Planning, Market Research, Strategic Financial..., Team Building, Wealth Management, Relationship Management, Corporate Development, Portfolio Management, Management, Consulting
Education
Northwestern University - Kellogg School of Management
MBA, Finance, Marketing
Northwestern University
BS, Economics
Immaculate High School
College Prep
The Latin School of Chicago
NexTier Capital Solutions, LLC December 2014 - Present
HAS Capital Advisory Board February 2012 - Present
Gallup January 2014 - November 2014
Wells Fargo January 2010 - November 2012
Wells Fargo February 2008 - December 2009
Greenwich Associates July 2005 - February 2008
EnnisKnupp 2003 - 2005
Credit Suisse 1997 - 2003
First National Bank of Chicago (now JP Morgan) 1995 - 1997
Skills
Investments, Business Strategy, Asset Management, Problem Solving, Marketing Strategy, B2B Marketing, B2B Marketing Strategy, Product Innovation, Asset Managment, Financial Services, Alternative Investments, Product Marketing, Hedge Funds, Marketing Management, Marketing, Valuation, Business Development, Management Consulting, Sales, Segmentation, Executive Management, Competitive Analysis, Strategic Planning, Selling, Venture Capital, Market Analysis, Private Equity, Capital Markets, Start-ups, Business, Brand Management, Strategy, Mergers & Acquisitions, Investment Management, Risk Management, Entrepreneurship, New Business Development, Mutual Funds, Business Planning, Market Research, Strategic Financial..., Team Building, Wealth Management, Relationship Management, Corporate Development, Portfolio Management, Management, Consulting
Education
Northwestern University - Kellogg School of Management
MBA, Finance, Marketing
Northwestern University
BS, Economics
Immaculate High School
College Prep
The Latin School of Chicago
Nicholas Bozovsky Nicholas Bozovsky's Wells Fargo Experience March 2010 - January 2011
Job Marketing Communicatioins Specialist III at Siemens Industry USA (contracted by Source One)
Industry Writing and Editing
Experience
Siemens Industry USA June 2014 - September 2015
In transition December 2013 - May 2014
CNH Industrial March 2012 - November 2013
In transition February 2011 - February 2012
Wells Fargo March 2010 - January 2011
In Transition November 2008 - February 2010
Baxter Healthcare November 2005 - November 2008
In transition October 2005 - October 2005
JPMorgan Chase May 2004 - September 2005
In transition April 2004 - April 2004
Skills
-Proficiency in MS..., -MS Sharepoint 2007 and..., -Adobe Photoshop..., -Artesia® 6.8 digital..., -Vignette® 6.0 Web..., -Interwoven TeamSite®..., -Macromedia HomeSite®..., Marketing Management, Internal Communications, Corporate Communications, Project Management, Leadership, CRM, Communications Planning, Vendor Management, Integration, Strategy, SharePoint, Editing, Human Resources, Enterprise Software, Marketing Communications, Management, Program Management, Marketing
Education
Northwestern University 1984 — 1988
Bachelor of Arts (B.A.), Political Science
Siemens Industry USA June 2014 - September 2015
In transition December 2013 - May 2014
CNH Industrial March 2012 - November 2013
In transition February 2011 - February 2012
Wells Fargo March 2010 - January 2011
In Transition November 2008 - February 2010
Baxter Healthcare November 2005 - November 2008
In transition October 2005 - October 2005
JPMorgan Chase May 2004 - September 2005
In transition April 2004 - April 2004
Skills
-Proficiency in MS..., -MS Sharepoint 2007 and..., -Adobe Photoshop..., -Artesia® 6.8 digital..., -Vignette® 6.0 Web..., -Interwoven TeamSite®..., -Macromedia HomeSite®..., Marketing Management, Internal Communications, Corporate Communications, Project Management, Leadership, CRM, Communications Planning, Vendor Management, Integration, Strategy, SharePoint, Editing, Human Resources, Enterprise Software, Marketing Communications, Management, Program Management, Marketing
Education
Northwestern University 1984 — 1988
Bachelor of Arts (B.A.), Political Science
Nea Johnston Nea Johnston's Wells Fargo Experience June 2013 - Present
Job Project Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2013 - Present
Wells Fargo December 2010 - December 2012
Desert Schools Federal Credit Union April 2008 - September 2009
Wells Fargo 2002 - 2009
Wells Fargo Bank November 1998 - May 2001
Bank One Service Corporation April 1998 - September 1998
Logica 1987 - 1998
First National Bank of Chicago 1983 - 1987
Sears Holdings Corporation 1981 - 1983
Round Lake Area Schools 1978 - 1980
Skills
Business Process, Core Banking, Business Analysis, PMP, Analysis, Excel, PowerPoint, Microsoft Office, Requirements Analysis, MS Project, Microsoft Excel, Software Development, Management, Project Planning, Project Management, Process Improvement, Team Leadership, Banking, Operations Management, Business Process..., Change Management, Team Building, Business Requirements, Risk Management, Leadership, Program Management, Vendor Management, Visio, SDLC, PMO, Software Project..., Requirements Gathering, SharePoint, Project Portfolio..., Software Documentation, Quality Assurance, Business Intelligence, User Acceptance Testing, Integration, IT Strategy, Consulting, Cross-functional Team..., Resource Management, IT Management, Disaster Recovery, Project Delivery, Agile Project Management, Testing, Agile Methodologies
Education
Northwestern University - Kellogg School of Management 1984 — 1987
MBA, Finance and Management Information Systems
Northwestern University 1974 — 1978
BME, Music Education
Wells Fargo June 2013 - Present
Wells Fargo December 2010 - December 2012
Desert Schools Federal Credit Union April 2008 - September 2009
Wells Fargo 2002 - 2009
Wells Fargo Bank November 1998 - May 2001
Bank One Service Corporation April 1998 - September 1998
Logica 1987 - 1998
First National Bank of Chicago 1983 - 1987
Sears Holdings Corporation 1981 - 1983
Round Lake Area Schools 1978 - 1980
Skills
Business Process, Core Banking, Business Analysis, PMP, Analysis, Excel, PowerPoint, Microsoft Office, Requirements Analysis, MS Project, Microsoft Excel, Software Development, Management, Project Planning, Project Management, Process Improvement, Team Leadership, Banking, Operations Management, Business Process..., Change Management, Team Building, Business Requirements, Risk Management, Leadership, Program Management, Vendor Management, Visio, SDLC, PMO, Software Project..., Requirements Gathering, SharePoint, Project Portfolio..., Software Documentation, Quality Assurance, Business Intelligence, User Acceptance Testing, Integration, IT Strategy, Consulting, Cross-functional Team..., Resource Management, IT Management, Disaster Recovery, Project Delivery, Agile Project Management, Testing, Agile Methodologies
Education
Northwestern University - Kellogg School of Management 1984 — 1987
MBA, Finance and Management Information Systems
Northwestern University 1974 — 1978
BME, Music Education
Bill Daniels, MBA's Wells Fargo Experience January 1999 - January 2001
Job Creative & Innovative Processes for Operations, Compliance & Credit with Customer Focused People, Teams & Results
Industry Financial Services
Experience
aboutMYmortgage.com September 2014 - Present
Raymond James Bank 2008 - September 2014
PHMC January 2004 - December 2007
Radian February 2001 - December 2003
Wells Fargo January 1999 - January 2001
EBS - Financial Software and Services for Compliance and Quality 1996 - 1999
Skills
Leadership, Strategic Planning, Change Management, Banking, Customer Service, Operations Management, Executive Management, Customer Relations, Credit, Risk Management, Strategy, Compliance, Customer Experience..., Due Diligence, Relationship Building, Loans, Mortgage Lending, Credit Risk, Financial Risk, Loan Origination, Fraud, Quality Assurance, Finance, Budgets, Portfolio Management, Financial Services, Planning, Teaching
Education
The Kellogg School - Northwestern University
MBA, Marketing, International Business, Human Resources - with Honors
Northwestern University
BA, Political Science & Economics - with Honors
Université Laval
French Immersion, French
aboutMYmortgage.com September 2014 - Present
Raymond James Bank 2008 - September 2014
PHMC January 2004 - December 2007
Radian February 2001 - December 2003
Wells Fargo January 1999 - January 2001
EBS - Financial Software and Services for Compliance and Quality 1996 - 1999
Skills
Leadership, Strategic Planning, Change Management, Banking, Customer Service, Operations Management, Executive Management, Customer Relations, Credit, Risk Management, Strategy, Compliance, Customer Experience..., Due Diligence, Relationship Building, Loans, Mortgage Lending, Credit Risk, Financial Risk, Loan Origination, Fraud, Quality Assurance, Finance, Budgets, Portfolio Management, Financial Services, Planning, Teaching
Education
The Kellogg School - Northwestern University
MBA, Marketing, International Business, Human Resources - with Honors
Northwestern University
BA, Political Science & Economics - with Honors
Université Laval
French Immersion, French
Richard Crowder's Wells Fargo Experience January 2008 - Present
Job SVP, Market Intelligence at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2008 - Present
Wachovia Securities October 1997 - December 2007
Skills
Analysis, Behavioral Finance, Compliance, Editing, Financial Modeling, Integrated Analysis, Market Intelligence, Market Research, Research, Retirement, Series 7, Series 24, Statistical Thinking, Strategy, Synthesis, Writing, Analytics, Relationship Management, Investment Strategies, Asset Allocation, FINRA, Marketing, Finance, Financial Services, Risk Management, Newsletters, Series 63, Leadership, Marketing Research, Wealth
Education
Northwestern University 1977 — 1983
PhD, English
Virginia Commonwealth University 1969 — 1973
BA, English
Wells Fargo January 2008 - Present
Wachovia Securities October 1997 - December 2007
Skills
Analysis, Behavioral Finance, Compliance, Editing, Financial Modeling, Integrated Analysis, Market Intelligence, Market Research, Research, Retirement, Series 7, Series 24, Statistical Thinking, Strategy, Synthesis, Writing, Analytics, Relationship Management, Investment Strategies, Asset Allocation, FINRA, Marketing, Finance, Financial Services, Risk Management, Newsletters, Series 63, Leadership, Marketing Research, Wealth
Education
Northwestern University 1977 — 1983
PhD, English
Virginia Commonwealth University 1969 — 1973
BA, English
Brian Shade Brian Shade's Wells Fargo Experience December 1996 - August 1998
Job Head of Data Science at The Fundingsland Group
Industry Marketing and Advertising
Experience
The Fundingsland Group December 2013 - Present
Assurant Employee Benefits April 2008 - December 2013
Novastar Mortgage May 2003 - January 2008
Shade Solutions, LLC December 2002 - February 2004
Braun Consulting August 1998 - November 2002
Wells Fargo December 1996 - August 1998
Marketing Synergy July 1995 - December 1996
Skills
Database Marketing, Analytics, Business Intelligence, Data Analysis, Data Modeling, CRM, SAS, Strategy, Management, SQL, Email Marketing, Predictive Analytics, Campaign Management, Segmentation, Data Warehousing, ETL, Marketing Strategy, Databases, Marketing, Statistical Modeling, SAS programming
Education
Northwestern University 1991 — 1995
Bachelor of Arts (B.A.), Mathematical Methods in the Social Sciences & Economics
The Fundingsland Group December 2013 - Present
Assurant Employee Benefits April 2008 - December 2013
Novastar Mortgage May 2003 - January 2008
Shade Solutions, LLC December 2002 - February 2004
Braun Consulting August 1998 - November 2002
Wells Fargo December 1996 - August 1998
Marketing Synergy July 1995 - December 1996
Skills
Database Marketing, Analytics, Business Intelligence, Data Analysis, Data Modeling, CRM, SAS, Strategy, Management, SQL, Email Marketing, Predictive Analytics, Campaign Management, Segmentation, Data Warehousing, ETL, Marketing Strategy, Databases, Marketing, Statistical Modeling, SAS programming
Education
Northwestern University 1991 — 1995
Bachelor of Arts (B.A.), Mathematical Methods in the Social Sciences & Economics
Jennifer Jirkovsky Jennifer Jirkovsky's Wells Fargo Experience April 2010 - March 2013
Job Vice President at J.P. Morgan
Industry Capital Markets
Experience
J.P. Morgan April 2013 - Present
Wells Fargo April 2010 - March 2013
Bank of America August 1998 - February 2010
Skills
FX Options, Currency, Foreign Exchange, Fixed Income, Derivatives, Hedging, Options, Interest Rate..., Trading, Capital Markets, Electronic Trading, Swaps, Structured Products
Education
Northwestern University 1994 — 1998
J.P. Morgan April 2013 - Present
Wells Fargo April 2010 - March 2013
Bank of America August 1998 - February 2010
Skills
FX Options, Currency, Foreign Exchange, Fixed Income, Derivatives, Hedging, Options, Interest Rate..., Trading, Capital Markets, Electronic Trading, Swaps, Structured Products
Education
Northwestern University 1994 — 1998
Kelli Maggio's Wells Fargo Experience 1999 - 2009
Job Director of Sales and Marketing at Fairway Independent Mortgage Corporation
Industry Financial Services
Experience
Fairway Independent Mortgage Corporation VP LendingProgressive Bank2008 - 2010
Wells Fargo 1999 - 2009
Skills
FHA, Mortgage, Loans, Refinance, Real Estate, Conventional, Credit, Customer Service, New Business Development, Mortgage Lending, Home, Mortgage Banking, Sellers, FHA financing, Investment Properties, Investors, REO, First Time Home Buyers, Short Sales, Residential Mortgages, Loan Origination, Real Estate Financing, VA loans, Certified Mortgage..., Residential Homes, Real Estate Economics, Selling, New Home Sales, Mortgage Marketing, Mortgage Underwriting, Single Family Homes, Real Estate Transactions, Condos, Finance
Education
Northwestern State University 1995 — 1999
Business Admin, Business, Finance, Marketing
Fairway Independent Mortgage Corporation VP LendingProgressive Bank2008 - 2010
Wells Fargo 1999 - 2009
Skills
FHA, Mortgage, Loans, Refinance, Real Estate, Conventional, Credit, Customer Service, New Business Development, Mortgage Lending, Home, Mortgage Banking, Sellers, FHA financing, Investment Properties, Investors, REO, First Time Home Buyers, Short Sales, Residential Mortgages, Loan Origination, Real Estate Financing, VA loans, Certified Mortgage..., Residential Homes, Real Estate Economics, Selling, New Home Sales, Mortgage Marketing, Mortgage Underwriting, Single Family Homes, Real Estate Transactions, Condos, Finance
Education
Northwestern State University 1995 — 1999
Business Admin, Business, Finance, Marketing
John Julow John Julow's Wells Fargo Experience November 2013 - Present
Job Product Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2013 - Present
Kaplan May 2011 - Present
Charles Schwab October 2011 - August 2012
HSBC November 2008 - October 2010
HSBC August 2007 - November 2008
OGILVY & MATHER, LTD June 2006 - August 2006
Ford Motor Company April 2004 - June 2005
Ford Motor Company October 2002 - April 2004
Ford Motor Company July 2001 - October 2002
Skills
Analytics, Segmentation, Marketing Strategy, Strategic Planning, Competitive Analysis, Direct Marketing, Pricing Strategy, Financial Analysis, Financial Modeling, Business Strategy, Cross-functional Team..., Forecasting, Market Research, Strategy, Portfolio Management, Product Management, Product Development, Database Marketing, Product Marketing, Pricing, CRM, B2B Marketing, P&L Management, Customer Retention, Leadership, Management, Integrated Marketing, Marketing Research, Entrepreneurship
Education
The University of Chicago - Booth School of Business 2005 — 2007
Master, Business Administration; Marketing
Northwestern University 1997 — 2001
BA, Economics & Psychology
Wells Fargo November 2013 - Present
Kaplan May 2011 - Present
Charles Schwab October 2011 - August 2012
HSBC November 2008 - October 2010
HSBC August 2007 - November 2008
OGILVY & MATHER, LTD June 2006 - August 2006
Ford Motor Company April 2004 - June 2005
Ford Motor Company October 2002 - April 2004
Ford Motor Company July 2001 - October 2002
Skills
Analytics, Segmentation, Marketing Strategy, Strategic Planning, Competitive Analysis, Direct Marketing, Pricing Strategy, Financial Analysis, Financial Modeling, Business Strategy, Cross-functional Team..., Forecasting, Market Research, Strategy, Portfolio Management, Product Management, Product Development, Database Marketing, Product Marketing, Pricing, CRM, B2B Marketing, P&L Management, Customer Retention, Leadership, Management, Integrated Marketing, Marketing Research, Entrepreneurship
Education
The University of Chicago - Booth School of Business 2005 — 2007
Master, Business Administration; Marketing
Northwestern University 1997 — 2001
BA, Economics & Psychology
Ashish Tajpuria's Wells Fargo Experience November 2003 - September 2005
Job Digital Product Management Mobile Payments, Commerce & Merchant Partnerships
Industry Wireless
Experience
Chase October 2010 - Present
NOKIA April 2008 - August 2010
Accenture March 2007 - April 2008
Orbitz October 2005 - November 2006
Wells Fargo November 2003 - September 2005
Gymboree September 2002 - November 2003
Blue Martini Software February 2000 - August 2002
Skills
Product Management, Mobile Devices, Cross-functional Team..., Strategy, E-commerce, Mobile Applications, Payments, Mobile Payments, Product Marketing, Leadership, Project Management, User Experience, Location Based Services, Strategic Partnerships, Integration, Agile Methodologies, Go-to-market Strategy, Management, Marketing Strategy, Product Development, Social Media, Web 2.0, Vendor Management, Software Project..., IT Strategy, B2B, Start-ups, Product Strategy, Mobile Marketing, Competitive Analysis, Agile Project Management, Analytics, SaaS, Mobile, Market Research, Mobile Technology, Product Lifecycle..., CRM, Agile, Sales Enablement, Consulting, Cloud Computing, Foreign Exchange, Electronic Payments, Contactless Payments
Education
Northwestern University - Kellogg School of Management 2010 — 2010
Graduate in Product Management
University of Illinois, Chicago
Bachelor of Science
Chase October 2010 - Present
NOKIA April 2008 - August 2010
Accenture March 2007 - April 2008
Orbitz October 2005 - November 2006
Wells Fargo November 2003 - September 2005
Gymboree September 2002 - November 2003
Blue Martini Software February 2000 - August 2002
Skills
Product Management, Mobile Devices, Cross-functional Team..., Strategy, E-commerce, Mobile Applications, Payments, Mobile Payments, Product Marketing, Leadership, Project Management, User Experience, Location Based Services, Strategic Partnerships, Integration, Agile Methodologies, Go-to-market Strategy, Management, Marketing Strategy, Product Development, Social Media, Web 2.0, Vendor Management, Software Project..., IT Strategy, B2B, Start-ups, Product Strategy, Mobile Marketing, Competitive Analysis, Agile Project Management, Analytics, SaaS, Mobile, Market Research, Mobile Technology, Product Lifecycle..., CRM, Agile, Sales Enablement, Consulting, Cloud Computing, Foreign Exchange, Electronic Payments, Contactless Payments
Education
Northwestern University - Kellogg School of Management 2010 — 2010
Graduate in Product Management
University of Illinois, Chicago
Bachelor of Science
Stephen Marra's Wells Fargo Experience March 2004 - Present
Job
Industry Banking
Experience
Wells Fargo March 2004 - Present
TAWPI 2010 - 2011
Wells Fargo November 2002 - March 2004
ABN Amro September 2001 - November 2002
ABN Amro 2000 - 2001
US Dept of Labor/Bureau of Labor Statistics 1997 - 2000
US Dept. of Labor/Bureau of Labor Statistics April 1992 - February 1997
Skills
Certified Treasury..., Cash Management, Treasury Management, Revenue Cycle Management, Commercial Banking, Working Capital..., ERP, Business Process..., Payments, Electronic Payments, Payment Processing, Cards, SWIFT payments, B2B2C, Oracle R12 Financials, SAP, EBPP, Ariba, Invoice Processing, Invoice Discounting, Business Process..., Product Management, Payment Card Processing, Banking, ACH, Payment Systems, Financial Transactions, Credit Cards, Relationship Management, Cross Selling, Commercial Lending, Financial Services
Education
Northwestern University 1987 — 1991
BA, Double Major in Economics and Political Science
Wells Fargo March 2004 - Present
TAWPI 2010 - 2011
Wells Fargo November 2002 - March 2004
ABN Amro September 2001 - November 2002
ABN Amro 2000 - 2001
US Dept of Labor/Bureau of Labor Statistics 1997 - 2000
US Dept. of Labor/Bureau of Labor Statistics April 1992 - February 1997
Skills
Certified Treasury..., Cash Management, Treasury Management, Revenue Cycle Management, Commercial Banking, Working Capital..., ERP, Business Process..., Payments, Electronic Payments, Payment Processing, Cards, SWIFT payments, B2B2C, Oracle R12 Financials, SAP, EBPP, Ariba, Invoice Processing, Invoice Discounting, Business Process..., Product Management, Payment Card Processing, Banking, ACH, Payment Systems, Financial Transactions, Credit Cards, Relationship Management, Cross Selling, Commercial Lending, Financial Services
Education
Northwestern University 1987 — 1991
BA, Double Major in Economics and Political Science
Martyn Mantynband's Wells Fargo Experience 2013 - 2015
Job Operational ExpertiseGlobal Electronic 24Hour Order Desk
Industry Financial Services
Experience
Wells Fargo 2013 - 2015
Wells Fargo 2013 - 2015
HSBC Securities (USA) Inc. October 2010 - November 2011
Rosenthal Collins Group, LLC April 2007 - October 2010
Mizuho Securities, USA, Inc June 2005 - January 2007
Lehman Brothers, Inc August 1999 - May 2005
Paine Webber, Inc April 1996 - August 1999
Flunder Trading Corporation April 1994 - April 1996
Self employed September 1984 - April 1994
Wright Financial, Inc January 1984 - September 1984
Skills
Electronic Trading, Options, Commodity, Derivatives
Education
Northwestern University
Bachelor of Science, Political Science, Business Administration
Wells Fargo 2013 - 2015
Wells Fargo 2013 - 2015
HSBC Securities (USA) Inc. October 2010 - November 2011
Rosenthal Collins Group, LLC April 2007 - October 2010
Mizuho Securities, USA, Inc June 2005 - January 2007
Lehman Brothers, Inc August 1999 - May 2005
Paine Webber, Inc April 1996 - August 1999
Flunder Trading Corporation April 1994 - April 1996
Self employed September 1984 - April 1994
Wright Financial, Inc January 1984 - September 1984
Skills
Electronic Trading, Options, Commodity, Derivatives
Education
Northwestern University
Bachelor of Science, Political Science, Business Administration
Megan Morrow's Wells Fargo Experience 1999 - 2004
Job Director, Marketing and communications at Zeitgeist
Industry Writing and Editing
Experience
Freelance writer and editor January 2006 - Present
Zeitgeist August 2008 - January 2013
Minneapolis Public Library January 2007 - August 2008
Bremer Bank 2004 - 2007
Wells Fargo 1999 - 2004
Skills
Media Relations, Social Media, Internal Communications, Copywriting, Public Relations, Non-profits, Marketing Communications, Writing, Corporate Communications, Editing, Crisis Communications, Press Releases, Email Marketing, Speech Writing, Web Content
Education
The University of South Dakota 1997 — 1998
Master's, English
Northwestern University 1991 — 1995
BS, Journalism
Freelance writer and editor January 2006 - Present
Zeitgeist August 2008 - January 2013
Minneapolis Public Library January 2007 - August 2008
Bremer Bank 2004 - 2007
Wells Fargo 1999 - 2004
Skills
Media Relations, Social Media, Internal Communications, Copywriting, Public Relations, Non-profits, Marketing Communications, Writing, Corporate Communications, Editing, Crisis Communications, Press Releases, Email Marketing, Speech Writing, Web Content
Education
The University of South Dakota 1997 — 1998
Master's, English
Northwestern University 1991 — 1995
BS, Journalism
Margaret Crandall's Wells Fargo Experience September 2009 - Present
Job Communications Consultant at Wells Fargo
Industry Writing and Editing
Experience
Wells Fargo September 2009 - Present
The Institute for College Access and Success March 2009 - July 2009
CNET August 2001 - December 2008
washingtonpost.com 1998 - 2000
Center for Applied Linguistics 1995 - 2000
Skills
Blogging, Editing, Content Strategy, Newsletters, Social Media, Internal Communications, Writing, Marketing Communications, Editorial, Facebook, SEO, Marketing, Community Outreach
Education
Northwestern University 1989 — 1993
Stone Ridge 1985 — 1989
Wells Fargo September 2009 - Present
The Institute for College Access and Success March 2009 - July 2009
CNET August 2001 - December 2008
washingtonpost.com 1998 - 2000
Center for Applied Linguistics 1995 - 2000
Skills
Blogging, Editing, Content Strategy, Newsletters, Social Media, Internal Communications, Writing, Marketing Communications, Editorial, Facebook, SEO, Marketing, Community Outreach
Education
Northwestern University 1989 — 1993
Stone Ridge 1985 — 1989
Jill Deitch's Wells Fargo Experience July 2007 - October 2007
Job Marketing Consultant
Industry Marketing and Advertising
Experience
SFJAZZ January 2014 - Present
San Francisco Symphony 1998 - 2013
Wells Fargo July 2007 - October 2007
Stone Yamashita Partners March 2007 - June 2007
Charles Schwab 2005 - 2006
San Francisco Bay to Breakers 2001 - 2004
Addwater 1999 - 2000
Firetalk 1999 - 2000
Cal Performances 1996 - 1998
Cal Performances 1994 - 1996
Skills
Sponsorship, Nonprofits, Public Relations, Media Planning, Marketing Communications, Strategic Partnerships, Direct Marketing, Marketing, Event Planning
Education
Northwestern University 1987 — 1991
SFJAZZ January 2014 - Present
San Francisco Symphony 1998 - 2013
Wells Fargo July 2007 - October 2007
Stone Yamashita Partners March 2007 - June 2007
Charles Schwab 2005 - 2006
San Francisco Bay to Breakers 2001 - 2004
Addwater 1999 - 2000
Firetalk 1999 - 2000
Cal Performances 1996 - 1998
Cal Performances 1994 - 1996
Skills
Sponsorship, Nonprofits, Public Relations, Media Planning, Marketing Communications, Strategic Partnerships, Direct Marketing, Marketing, Event Planning
Education
Northwestern University 1987 — 1991
Christie Davis's Wells Fargo Experience November 2012 - Present
Job SVP/Relationship Manager Healthcare Financial Services at Wells Fargo
Industry Banking
Experience
Wells Fargo November 2012 - Present
Bank of America April 2009 - November 2012
Bank of America October 2007 - April 2009
LaSalle Bank N.A. January 2005 - October 2007
LaSalle Bank 2001 - 2005
Duff & Phelps 1999 - 2001
First Chicago Corporation 1992 - 1999
Skills
Leveraged Finance, Credit, Commercial Banking, Credit Analysis, Banking, Financial Analysis, Portfolio Management, Loans, Risk Management, Commercial Lending, Strategic Planning, Financial Modeling, Due Diligence, Corporate Finance
Education
Northwestern University - Kellogg School of Management 1997 — 1999
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 1988 — 1992
BBA, Accounting
Wells Fargo November 2012 - Present
Bank of America April 2009 - November 2012
Bank of America October 2007 - April 2009
LaSalle Bank N.A. January 2005 - October 2007
LaSalle Bank 2001 - 2005
Duff & Phelps 1999 - 2001
First Chicago Corporation 1992 - 1999
Skills
Leveraged Finance, Credit, Commercial Banking, Credit Analysis, Banking, Financial Analysis, Portfolio Management, Loans, Risk Management, Commercial Lending, Strategic Planning, Financial Modeling, Due Diligence, Corporate Finance
Education
Northwestern University - Kellogg School of Management 1997 — 1999
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 1988 — 1992
BBA, Accounting
Alexander Etinger's Wells Fargo Experience 2000 - 2000
Job Experienced Investment Management Professional
Industry Financial Services
Experience
Franklin Templeton Investments May 2011 - February 2013
PPM America July 2008 - April 2011
Lotsoff Capital Management May 2002 - April 2008
Wells Fargo 2000 - 2000
Security Capital Real Estate Group 1998 - 1999
Fiserv 1997 - 1998
Skills
Portfolio Management, Fixed Income, Equities, Bloomberg, Hedge Funds, Risk Management, Derivatives, Quantitative Finance, Options, Financial Risk, Asset Management, Trading, Barra Aegis, Capital Markets, Investment Management, Asset Allocation, Bonds, Hedging, Alternative Investments, Structured Products, Market Risk, foreign exchange, Risk, Risk Models, Barclays Point, Factset, Financial Markets, Investments, Financial Modeling, BlackRock Aladdin, Matlab, Foreign Currency, Portfolio Optimization
Education
The University of Chicago 2000 — 2001
M. Sc., Financial Mathematics
Northwestern University 1995 — 1997
B.A., Applied Mathematics & Physics
Franklin Templeton Investments May 2011 - February 2013
PPM America July 2008 - April 2011
Lotsoff Capital Management May 2002 - April 2008
Wells Fargo 2000 - 2000
Security Capital Real Estate Group 1998 - 1999
Fiserv 1997 - 1998
Skills
Portfolio Management, Fixed Income, Equities, Bloomberg, Hedge Funds, Risk Management, Derivatives, Quantitative Finance, Options, Financial Risk, Asset Management, Trading, Barra Aegis, Capital Markets, Investment Management, Asset Allocation, Bonds, Hedging, Alternative Investments, Structured Products, Market Risk, foreign exchange, Risk, Risk Models, Barclays Point, Factset, Financial Markets, Investments, Financial Modeling, BlackRock Aladdin, Matlab, Foreign Currency, Portfolio Optimization
Education
The University of Chicago 2000 — 2001
M. Sc., Financial Mathematics
Northwestern University 1995 — 1997
B.A., Applied Mathematics & Physics
Ashley Messenger's Wells Fargo Experience February 2005 - October 2011
Job Retail Lending Sales Manager #349803
Industry Financial Services
Experience
EverBank July 2013 - Present
OnQ Financial October 2011 - July 2013
Wells Fargo February 2005 - October 2011
Skills
Mortgage Lending, Condos, Condo Conversion, Mortgage Banking, FHA, FHA financing, Small Business Lending, Real Estate Financing, Refinance, VA loans, Commercial Lending, Real Estate Transactions, Financial Analysis, Loan Origination, Residential Mortgages, Loans, Credit, Certified Mortgage..., Credit Analysis, Underwriting
Education
Northwestern University 1999 — 2003
EverBank July 2013 - Present
OnQ Financial October 2011 - July 2013
Wells Fargo February 2005 - October 2011
Skills
Mortgage Lending, Condos, Condo Conversion, Mortgage Banking, FHA, FHA financing, Small Business Lending, Real Estate Financing, Refinance, VA loans, Commercial Lending, Real Estate Transactions, Financial Analysis, Loan Origination, Residential Mortgages, Loans, Credit, Certified Mortgage..., Credit Analysis, Underwriting
Education
Northwestern University 1999 — 2003
Dave Howell's Wells Fargo Experience Director - State Government RelationsWells Fargo Bank2003 - Present
Job Director Government Relations at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Director - State Government RelationsWells Fargo Bank2003 - Present
Fiesta Bowl 1996 - Present
Children's Action Alliance 1998 - 2010
Thunderbird 2000 - 2003
Greater Phoenix Chamber of Commerce 2002 - 2002
KTSP/KSAZ 1986 - 1993
KSAZ-TV 1986 - 1992
Skills
Public Relations, Fundraising, Non-profits, Leadership, Volunteer Management, Event Planning, Public Speaking, Strategic Communications, Media Relations, Nonprofits, Community Outreach, Social Media, Budgets, Philanthropy, Strategic Planning, Community Development, Marketing, Program Management, Public Policy, Crisis Communications, Grant Writing, Leadership Development, Press Releases, Program Development, Policy, Marketing Strategy, Grants, Event Management, Policy Analysis, Corporate Communications, Politics, Editing, Copywriting, Speech Writing, Blogging, Social Networking, Journalism, Social Media Marketing, Marketing Communications, Newsletters, Internal Communications
Education
Northwestern University 1968 — 1973
Wells Fargo Director - State Government RelationsWells Fargo Bank2003 - Present
Fiesta Bowl 1996 - Present
Children's Action Alliance 1998 - 2010
Thunderbird 2000 - 2003
Greater Phoenix Chamber of Commerce 2002 - 2002
KTSP/KSAZ 1986 - 1993
KSAZ-TV 1986 - 1992
Skills
Public Relations, Fundraising, Non-profits, Leadership, Volunteer Management, Event Planning, Public Speaking, Strategic Communications, Media Relations, Nonprofits, Community Outreach, Social Media, Budgets, Philanthropy, Strategic Planning, Community Development, Marketing, Program Management, Public Policy, Crisis Communications, Grant Writing, Leadership Development, Press Releases, Program Development, Policy, Marketing Strategy, Grants, Event Management, Policy Analysis, Corporate Communications, Politics, Editing, Copywriting, Speech Writing, Blogging, Social Networking, Journalism, Social Media Marketing, Marketing Communications, Newsletters, Internal Communications
Education
Northwestern University 1968 — 1973
Brett Ehrlich's Wells Fargo Experience June 2014 - Present
Job SVP Home Lending Digital Servicing at Wells Fargo
Industry Internet
Experience
Wells Fargo June 2014 - Present
Wells Fargo July 2008 - June 2014
Wells Fargo April 2005 - July 2008
Bank of America June 2002 - April 2005
KANA (formerly Broadbase Software) 1999 - 2002
Ernst & Young Consulting 1995 - 1999
KPMG Peat Marwick 1990 - 1993
Skills
Analytics, Financial Services, Banking, Customer Experience, Product Management, Segmentation, Portfolio Management, Customer Acquisition, SaaS, Mergers, Strategic Partnerships, Strategy, Business Strategy, Cross-functional Team..., Vendor Management
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA
University of California, Berkeley 1986 — 1990
BA
Wells Fargo June 2014 - Present
Wells Fargo July 2008 - June 2014
Wells Fargo April 2005 - July 2008
Bank of America June 2002 - April 2005
KANA (formerly Broadbase Software) 1999 - 2002
Ernst & Young Consulting 1995 - 1999
KPMG Peat Marwick 1990 - 1993
Skills
Analytics, Financial Services, Banking, Customer Experience, Product Management, Segmentation, Portfolio Management, Customer Acquisition, SaaS, Mergers, Strategic Partnerships, Strategy, Business Strategy, Cross-functional Team..., Vendor Management
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA
University of California, Berkeley 1986 — 1990
BA
Sreenivasan Ramanujam's Wells Fargo Experience January 2015 - Present
Job Application Systems Engineer at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2015 - Present
Wells Fargo February 2004 - Present
Western Asset Management September 2007 - February 2008
Citicorp Overseas Software Ltd 1999 - 2000
Silverline Technologies December 1995 - May 1999
Skills
SDLC, Datawarehouse Architect, Oracle Database..., Database Modeling, Project Management, Database Performance..., Database Development, Finance Domain, Data Warehousing, Oracle, Leadership, Team Management, Team Leadership, Databases, ETL, Business Intelligence, Enterprise Architecture, Web Services, Data Modeling, SQL Tuning, Agile Methodologies, Data Mining techniques..., Business Analysis, Requirements Analysis, SQL, Software Project...
Education
Northwestern University 2013 — 2015
Master's Degree, Predictive Analytics
Oracle India Limited 1998 — 1999
Bachelor of Science -Computer Science, Oracle DBA Training
NetLInk Technologies 1993 — 1994
Certificate Program, Local Area Networking
Sri Venkateswara University 1991 — 1994
Bachelor of Science (BS), Computer Science
S.V.Junior College 1988 — 1990
BS Computerscience, Computer Science
Wells Fargo January 2015 - Present
Wells Fargo February 2004 - Present
Western Asset Management September 2007 - February 2008
Citicorp Overseas Software Ltd 1999 - 2000
Silverline Technologies December 1995 - May 1999
Skills
SDLC, Datawarehouse Architect, Oracle Database..., Database Modeling, Project Management, Database Performance..., Database Development, Finance Domain, Data Warehousing, Oracle, Leadership, Team Management, Team Leadership, Databases, ETL, Business Intelligence, Enterprise Architecture, Web Services, Data Modeling, SQL Tuning, Agile Methodologies, Data Mining techniques..., Business Analysis, Requirements Analysis, SQL, Software Project...
Education
Northwestern University 2013 — 2015
Master's Degree, Predictive Analytics
Oracle India Limited 1998 — 1999
Bachelor of Science -Computer Science, Oracle DBA Training
NetLInk Technologies 1993 — 1994
Certificate Program, Local Area Networking
Sri Venkateswara University 1991 — 1994
Bachelor of Science (BS), Computer Science
S.V.Junior College 1988 — 1990
BS Computerscience, Computer Science
Robert Midford's Wells Fargo Experience August 2010 - Present
Job IT/Telecom Contracts Manager
Industry Information Technology and Services
Experience
Wells Fargo August 2010 - Present
Virginia Information Technologies Agency October 2007 - August 2010
Capital One December 2004 - October 2007
Circuit City Stores July 2004 - December 2004
Electronic Data Systems February 2003 - July 2004
Bank of America March 1996 - January 2003
Virginia Lawyers Weekly May 1991 - January 1996
Federal Computer Week June 1988 - May 1990
Ashton-Tate Corp. August 1987 - June 1988
Skills
Contract Negotiation, Telecommunications..., Vendor Management, Supplier Management, Software Licensing, Negotiation, Telecommunications, Purchasing, Risk Management, Cross-functional Team..., Telecommunications..., Procurement, Supply Management, Strategy, Strategic Sourcing, Mergers & Acquisitions, Contract Law, Integration, Management, Program Management, Contractual Agreements, Strategic Negotiations, Process Improvement
Education
The College of William and Mary - Marshall Wythe Law School 1990 — 1993
Juris Doctor, Law
Northwestern University 1983 — 1987
BSJ (Medill School of Journalism), Journalism, minor concentration in History.
Palos Verdes High School 1979 — 1983
Diploma, College prep
Wells Fargo August 2010 - Present
Virginia Information Technologies Agency October 2007 - August 2010
Capital One December 2004 - October 2007
Circuit City Stores July 2004 - December 2004
Electronic Data Systems February 2003 - July 2004
Bank of America March 1996 - January 2003
Virginia Lawyers Weekly May 1991 - January 1996
Federal Computer Week June 1988 - May 1990
Ashton-Tate Corp. August 1987 - June 1988
Skills
Contract Negotiation, Telecommunications..., Vendor Management, Supplier Management, Software Licensing, Negotiation, Telecommunications, Purchasing, Risk Management, Cross-functional Team..., Telecommunications..., Procurement, Supply Management, Strategy, Strategic Sourcing, Mergers & Acquisitions, Contract Law, Integration, Management, Program Management, Contractual Agreements, Strategic Negotiations, Process Improvement
Education
The College of William and Mary - Marshall Wythe Law School 1990 — 1993
Juris Doctor, Law
Northwestern University 1983 — 1987
BSJ (Medill School of Journalism), Journalism, minor concentration in History.
Palos Verdes High School 1979 — 1983
Diploma, College prep
Lily Nagy's Wells Fargo Experience 2015 - 2015
Job Senior Peoplesoft Analyst at ACN
Industry Information Technology and Services
Experience
ACN November 2013 - Present
Wells Fargo 2015 - 2015
Wells Fargo 2015 - 2015
Duke Energy Corporation February 2013 - October 2013
Cogentrix Energy, LLC January 2006 - January 2013
Lowe's Home Improvement August 2003 - December 2005
Skills
Query Writing, PeopleSoft, PeopleTools, ERP, PeopleCode, SharePoint, SQL, Integration, Visio, Microsoft SQL Server, Troubleshooting, Software Documentation, Business Analysis, Process Improvement, Disaster Recovery, Project Management
Education
Northwestern State University 1998 — 2003
Bachelor's degree, Computer/Information Technology Administration and Management
Louisiana Scholars' College at NorthWestern State University 1998 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.98
ACN November 2013 - Present
Wells Fargo 2015 - 2015
Wells Fargo 2015 - 2015
Duke Energy Corporation February 2013 - October 2013
Cogentrix Energy, LLC January 2006 - January 2013
Lowe's Home Improvement August 2003 - December 2005
Skills
Query Writing, PeopleSoft, PeopleTools, ERP, PeopleCode, SharePoint, SQL, Integration, Visio, Microsoft SQL Server, Troubleshooting, Software Documentation, Business Analysis, Process Improvement, Disaster Recovery, Project Management
Education
Northwestern State University 1998 — 2003
Bachelor's degree, Computer/Information Technology Administration and Management
Louisiana Scholars' College at NorthWestern State University 1998 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.98
Neera Olson's Wells Fargo Experience January 2014 - Present
Job Senior Counsel at Wells Fargo
Industry Law Practice
Experience
Wells Fargo January 2014 - Present
The University of Texas System September 2008 - January 2014
Haynes & Boone, LLP 2006 - August 2008
United States District Court for the Western District of Texas, Austin Division 2005 - 2006
United States District Court for the District of New Mexico 2003 - 2005
Skills
Litigation, Legal Research, Legal Writing, Civil Litigation, Commercial Litigation, Appeals, Courts, Policy Analysis, Public Policy, Trials, Administrative Law
Education
Vanderbilt University Law School 2000 — 2003
J.D.
Northwestern University 1996 — 2000
B.A., Political Science
Wells Fargo January 2014 - Present
The University of Texas System September 2008 - January 2014
Haynes & Boone, LLP 2006 - August 2008
United States District Court for the Western District of Texas, Austin Division 2005 - 2006
United States District Court for the District of New Mexico 2003 - 2005
Skills
Litigation, Legal Research, Legal Writing, Civil Litigation, Commercial Litigation, Appeals, Courts, Policy Analysis, Public Policy, Trials, Administrative Law
Education
Vanderbilt University Law School 2000 — 2003
J.D.
Northwestern University 1996 — 2000
B.A., Political Science
Jamela Wintons's Wells Fargo Experience February 2011 - Present
Job Communications/Web Designer/Web Content professional
Industry Banking
Experience
Wells Fargo February 2011 - Present
YMCA of Greater Charlotte December 2005 - Present
Wells Fargo May 2009 - January 2011
Wachovia, A Wells Fargo Company November 2001 - May 2009
First Data Corporation December 1995 - September 2001
Soft Play, LLC 1992 - 1995
The Charlotte Observer August 1989 - December 1991
Skills
Adobe Dreamweaver, Adobe InDesign, Adobe Flash, Adobe Fireworks, Adobe Photoshop, Document Management..., Vignette, Microsoft Office Suite..., Visio, SharePoint 2007, Windows SharePoint..., Joomla!, WordPress, HTML, CSS, Content Management..., Javascript, PHP, XML, SharePoint Designer, SharePoint, Wordpress, Photoshop, Leadership, Management, Strategy
Education
Webster University 2003 — 2004
Communications Management
Northwestern University 1989 — 1989
Journalism
Johnson C. Smith University 1985 — 1989
Bachelor of Arts, Journalism
Wells Fargo February 2011 - Present
YMCA of Greater Charlotte December 2005 - Present
Wells Fargo May 2009 - January 2011
Wachovia, A Wells Fargo Company November 2001 - May 2009
First Data Corporation December 1995 - September 2001
Soft Play, LLC 1992 - 1995
The Charlotte Observer August 1989 - December 1991
Skills
Adobe Dreamweaver, Adobe InDesign, Adobe Flash, Adobe Fireworks, Adobe Photoshop, Document Management..., Vignette, Microsoft Office Suite..., Visio, SharePoint 2007, Windows SharePoint..., Joomla!, WordPress, HTML, CSS, Content Management..., Javascript, PHP, XML, SharePoint Designer, SharePoint, Wordpress, Photoshop, Leadership, Management, Strategy
Education
Webster University 2003 — 2004
Communications Management
Northwestern University 1989 — 1989
Journalism
Johnson C. Smith University 1985 — 1989
Bachelor of Arts, Journalism
Josh Dencausse's Wells Fargo Experience 2003 - 2007
Job Corporate Controller at Providence
Industry Environmental Services
Experience
Providence March 2014 - Present
Providence June 2013 - March 2014
Faulk & Winkler, LLC September 2009 - June 2013
Smith Barney March 2007 - August 2009
Wells Fargo 2003 - 2007
Skills
Auditing, Financial Planning, Non-profits, Tax, Retirement Planning, Financial Analysis, Investments, Asset Management, Accounting, Financial Reporting, Banking, Wealth Management, Income Tax, Strategic Financial..., GAAP, Finance, CPA, General Ledger, Internal Controls, QuickBooks, Financial Statements, Fixed Assets, US GAAP, Tax Research, Tax Preparation, Financial Accounting, Corporate Tax, Accounts Payable, ProSystem fx Tax, Tax Accounting, Nonprofits, Financial Audits, Accounts Receivable
Education
Northwestern State University 1998 — 2003
Accounting
Providence March 2014 - Present
Providence June 2013 - March 2014
Faulk & Winkler, LLC September 2009 - June 2013
Smith Barney March 2007 - August 2009
Wells Fargo 2003 - 2007
Skills
Auditing, Financial Planning, Non-profits, Tax, Retirement Planning, Financial Analysis, Investments, Asset Management, Accounting, Financial Reporting, Banking, Wealth Management, Income Tax, Strategic Financial..., GAAP, Finance, CPA, General Ledger, Internal Controls, QuickBooks, Financial Statements, Fixed Assets, US GAAP, Tax Research, Tax Preparation, Financial Accounting, Corporate Tax, Accounts Payable, ProSystem fx Tax, Tax Accounting, Nonprofits, Financial Audits, Accounts Receivable
Education
Northwestern State University 1998 — 2003
Accounting
Ishan Malik's Wells Fargo Experience 2009 - January 2014
Job Portfolio Manager at Thiel Capital
Industry Financial Services
Experience
Thiel Capital June 2014 - September 2015
Wells Fargo Securities January 2014 - May 2014
Wells Fargo 2009 - January 2014
Goldman Sachs June 2008 - August 2008
Harbert Management Corporation June 2007 - August 2007
Trust Company of the West June 2006 - August 2006
Skills
Equities, Trading, Structured Products, Derivatives, Equity Derivatives
Education
Northwestern University 2005 — 2009
Math, Economics
Thiel Capital June 2014 - September 2015
Wells Fargo Securities January 2014 - May 2014
Wells Fargo 2009 - January 2014
Goldman Sachs June 2008 - August 2008
Harbert Management Corporation June 2007 - August 2007
Trust Company of the West June 2006 - August 2006
Skills
Equities, Trading, Structured Products, Derivatives, Equity Derivatives
Education
Northwestern University 2005 — 2009
Math, Economics
Doug Stuckey's Wells Fargo Experience March 2003 - November 2006
Job Director of Retention and Customer Experience at Irvine Company
Industry Marketing and Advertising
Experience
Irvine Company June 2015 - Present
Sharkey's Cuts for Kids September 2012 - Present
Irvine Company December 2008 - September 2012
Washington Mutual November 2006 - December 2008
Wells Fargo March 2003 - November 2006
Newport Beach Chamber of Commerce August 1998 - March 2003
California State Assembly December 1997 - August 1998
Skills
Email Marketing, Advertising, Media Relations, Marketing, Public Relations, Marketing Communications, Press Releases, Marketing Strategy, Management, Market Planning
Education
Oregon State University 1993 — 1997
Northwestern University
ABA Bank Marketing & Management School
Irvine Company June 2015 - Present
Sharkey's Cuts for Kids September 2012 - Present
Irvine Company December 2008 - September 2012
Washington Mutual November 2006 - December 2008
Wells Fargo March 2003 - November 2006
Newport Beach Chamber of Commerce August 1998 - March 2003
California State Assembly December 1997 - August 1998
Skills
Email Marketing, Advertising, Media Relations, Marketing, Public Relations, Marketing Communications, Press Releases, Marketing Strategy, Management, Market Planning
Education
Oregon State University 1993 — 1997
Northwestern University
ABA Bank Marketing & Management School
Ellen Denebeim's Wells Fargo Experience August 2013 - July 2014
Job Strategist Digital, Content, Marketing, Brand
Industry Marketing and Advertising
Experience
Independent Consultant January 2000 - Present
Wells Fargo August 2013 - July 2014
WebLogic (now Oracle) 1997 - 1999
Successful.com 1995 - 1996
Autodesk 1993 - 1995
Cook Public Relations 1990 - 1992
Skills
Online Marketing, Creative Direction, Integrated Marketing, Lead Generation, Marketing, Management, Content Management, Direct Marketing, Copywriting, Online Advertising, Advertising, Press Releases, Public Relations, Content Strategy, Leadership, Cloud Computing, Strategic Planning, Brand Awareness
Education
Northwestern University
M.S., Journalism
University of California, Berkeley
B.A., English & Italian
Independent Consultant January 2000 - Present
Wells Fargo August 2013 - July 2014
WebLogic (now Oracle) 1997 - 1999
Successful.com 1995 - 1996
Autodesk 1993 - 1995
Cook Public Relations 1990 - 1992
Skills
Online Marketing, Creative Direction, Integrated Marketing, Lead Generation, Marketing, Management, Content Management, Direct Marketing, Copywriting, Online Advertising, Advertising, Press Releases, Public Relations, Content Strategy, Leadership, Cloud Computing, Strategic Planning, Brand Awareness
Education
Northwestern University
M.S., Journalism
University of California, Berkeley
B.A., English & Italian
Sadhana Chandramouli's Wells Fargo Experience 2005 - 2006
Job Delivery at Nektan
Industry Health, Wellness and Fitness
Experience
Nektan August 2011 - Present
Blue Shield of California February 2011 - August 2011
Blue Shield of California September 2010 - February 2011
Blue Shield of California May 2009 - November 2010
Barclays Global Investors May 2006 - May 2009
Wells Fargo 2005 - 2006
Levi Strauss & Co 1998 - 2004
Skills
SDLC, Vendor Management
Education
Northwestern University 1995 — 1996
MA, Integrated Marketing Communications
Northwestern University 1991 — 1994
BA, Communication Studies
Nektan August 2011 - Present
Blue Shield of California February 2011 - August 2011
Blue Shield of California September 2010 - February 2011
Blue Shield of California May 2009 - November 2010
Barclays Global Investors May 2006 - May 2009
Wells Fargo 2005 - 2006
Levi Strauss & Co 1998 - 2004
Skills
SDLC, Vendor Management
Education
Northwestern University 1995 — 1996
MA, Integrated Marketing Communications
Northwestern University 1991 — 1994
BA, Communication Studies
Annie Main's Wells Fargo Experience June 2012 - Present
Job Technical Analyst at Bank of America/Randstad
Industry Information Technology and Services
Experience
Client: Bank of America Employer: Randstad July 2015 - Present
Wells Fargo June 2012 - Present
Client: Wells Fargo Employer: Signature Consultants June 2011 - June 2012
Client: Verizon Employer: Glotel, Inc. September 2010 - May 2011
IdeaNet Solutions December 2008 - December 2009
Dream Marketing LLC October 2005 - October 2008
Skills
SQL, C#, Data Warehousing, ASP.NET, Visual Basic, Access, Web Development, Microsoft SQL Server, Agile Methodologies, Integration, SSIS, SSRS, Scrum, Kanban, T-SQL, T-SQL Stored Procedures, ASP, PL/SQL, Project Management, Requirements Gathering, Business Requirements, Visio, ETL, Data Marts
Education
Northwestern University 1999 — 2004
Bachelors, Music
Client: Bank of America Employer: Randstad July 2015 - Present
Wells Fargo June 2012 - Present
Client: Wells Fargo Employer: Signature Consultants June 2011 - June 2012
Client: Verizon Employer: Glotel, Inc. September 2010 - May 2011
IdeaNet Solutions December 2008 - December 2009
Dream Marketing LLC October 2005 - October 2008
Skills
SQL, C#, Data Warehousing, ASP.NET, Visual Basic, Access, Web Development, Microsoft SQL Server, Agile Methodologies, Integration, SSIS, SSRS, Scrum, Kanban, T-SQL, T-SQL Stored Procedures, ASP, PL/SQL, Project Management, Requirements Gathering, Business Requirements, Visio, ETL, Data Marts
Education
Northwestern University 1999 — 2004
Bachelors, Music
Karen Klerman's Wells Fargo Experience 2013 - 2014
Job Vice President, Commercial Real Estate,Wells Fargo
Industry Banking
Experience
Wells Fargo 2013 - 2014
US Bank 2005 - March 2013
Wells Fargo Commercial Real Estate 2013 - 2013
Boulder Housing Partners 2010 - 2013
First National Bank of Colorado 2003 - 2005
Heller Financial 1996 - 1999
Citi 1992 - 1996
Sears, Roebuck and Co. 1986 - 1989
Skills
Commercial Lending, Loans, Commercial Banking, Credit Analysis, Small Business Lending, Credit, Commercial Mortgages, Investment Properties, Asset Management, Real Estate, Due Diligence, Real Estate Financing, Commercial Real Estate
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Real Estate Finance
Northwestern University 1980 — 1984
BA, European History
Wells Fargo 2013 - 2014
US Bank 2005 - March 2013
Wells Fargo Commercial Real Estate 2013 - 2013
Boulder Housing Partners 2010 - 2013
First National Bank of Colorado 2003 - 2005
Heller Financial 1996 - 1999
Citi 1992 - 1996
Sears, Roebuck and Co. 1986 - 1989
Skills
Commercial Lending, Loans, Commercial Banking, Credit Analysis, Small Business Lending, Credit, Commercial Mortgages, Investment Properties, Asset Management, Real Estate, Due Diligence, Real Estate Financing, Commercial Real Estate
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Real Estate Finance
Northwestern University 1980 — 1984
BA, European History
Anne-Marie Lamarche's Wells Fargo Experience 1996 - 1998
Job Marketing Executive
Industry Consumer Goods
Experience
Boy Scouts of America 2010 - Present
Lamarche & Associates January 1999 - Present
Wells Fargo 1996 - 1998
IRI 1995 - 1996
Bell-Carter Foods, Inc. 1993 - 1994
The Clorox Company 1979 - 1991
Skills
Product Development, Strategic Planning, Segmentation, Marketing Strategy, Consumer Products, Customer Insight, Cross-functional Team..., Market Research, Strategy, Competitive Analysis, Online Marketing, E-commerce, Product Marketing, Marketing Communications, Direct Marketing, Advertising, Business Planning, Brand Management, Online Advertising, Start-ups, New Business Development, Marketing, Brand Development, Retail, Sales
Education
Northwestern University - Kellogg School of Management
MBA, Marketing & Finance
Stanford University
Bachelor of Arts (BA), Political Science
Boy Scouts of America 2010 - Present
Lamarche & Associates January 1999 - Present
Wells Fargo 1996 - 1998
IRI 1995 - 1996
Bell-Carter Foods, Inc. 1993 - 1994
The Clorox Company 1979 - 1991
Skills
Product Development, Strategic Planning, Segmentation, Marketing Strategy, Consumer Products, Customer Insight, Cross-functional Team..., Market Research, Strategy, Competitive Analysis, Online Marketing, E-commerce, Product Marketing, Marketing Communications, Direct Marketing, Advertising, Business Planning, Brand Management, Online Advertising, Start-ups, New Business Development, Marketing, Brand Development, Retail, Sales
Education
Northwestern University - Kellogg School of Management
MBA, Marketing & Finance
Stanford University
Bachelor of Arts (BA), Political Science
Robert Lu's Wells Fargo Experience June 2007 - August 2008
Job Senior Manager at Burger King Corporation
Industry Financial Services
Experience
Burger King Corporation May 2014 - Present
Bank of America April 2010 - December 2013
Kaufman Hall June 2008 - April 2010
Wells Fargo June 2007 - August 2008
Skills
Financial Modeling, Financial Analysis, Due Diligence, Valuation, Data Analysis, Bloomberg, Corporate Finance, Capital Markets, Economics
Education
Northwestern University 2004 — 2008
BA, Economics
Burger King Corporation May 2014 - Present
Bank of America April 2010 - December 2013
Kaufman Hall June 2008 - April 2010
Wells Fargo June 2007 - August 2008
Skills
Financial Modeling, Financial Analysis, Due Diligence, Valuation, Data Analysis, Bloomberg, Corporate Finance, Capital Markets, Economics
Education
Northwestern University 2004 — 2008
BA, Economics
Rocio Haskell's Wells Fargo Experience September 2008 - December 2011
Job Experienced Multicultural Marketing and Localization Manager
Industry Marketing and Advertising
Experience
Delta Dental August 2013 - Present
Wells Fargo September 2008 - December 2011
Wells Fargo Bank October 2004 - September 2008
Visa May 2000 - February 2003
JPMorgan Chase May 1999 - May 2000
American Airlines January 1997 - May 1999
American Airlines June 1996 - December 1996
American Airlines May 1992 - January 1996
American Airlines August 1991 - May 1992
American Airlines August 1990 - August 1991
Skills
Strategic Planning, Loyalty Marketing, Marketing, Program Management, Spanish, Localization, CRM, Management, Strategy, Direct Marketing, Entrepreneurship, Marketing Communications, Process Improvement, Project Management, Sales, Product Marketing
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MMA, Marketing
University of California, Berkeley 1981 — 1986
BA, Sociology
UC Berkeley
Sociology and Spanish
Delta Dental August 2013 - Present
Wells Fargo September 2008 - December 2011
Wells Fargo Bank October 2004 - September 2008
Visa May 2000 - February 2003
JPMorgan Chase May 1999 - May 2000
American Airlines January 1997 - May 1999
American Airlines June 1996 - December 1996
American Airlines May 1992 - January 1996
American Airlines August 1991 - May 1992
American Airlines August 1990 - August 1991
Skills
Strategic Planning, Loyalty Marketing, Marketing, Program Management, Spanish, Localization, CRM, Management, Strategy, Direct Marketing, Entrepreneurship, Marketing Communications, Process Improvement, Project Management, Sales, Product Marketing
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MMA, Marketing
University of California, Berkeley 1981 — 1986
BA, Sociology
UC Berkeley
Sociology and Spanish
Sherri Spear's Wells Fargo Experience November 2010 - Present
Job Managing Director at Wells Fargo
Industry Capital Markets
Experience
Wells Fargo November 2010 - Present
Caris & Company February 2009 - November 2010
Wachovia Securities March 2004 - February 2009
Lehman Brothers 1990 - 2003
Education
Northwestern University 1986 — 1990
BA, Economics and Political Science
Highland Park High School 1982 — 1986
Wells Fargo November 2010 - Present
Caris & Company February 2009 - November 2010
Wachovia Securities March 2004 - February 2009
Lehman Brothers 1990 - 2003
Education
Northwestern University 1986 — 1990
BA, Economics and Political Science
Highland Park High School 1982 — 1986
Nathaniel Wong's Wells Fargo Experience August 2009 - June 2011
Job Data Analyst at Wolverine Trading
Industry Financial Services
Experience
Wolverine Trading July 2015 - Present
Quantitative Risk Management July 2011 - June 2015
Wells Fargo August 2009 - June 2011
Skills
Valuation, Derivatives, Financial Modeling, Bloomberg, Equities, Capital Markets, Fixed Income, Investments, Data Analysis, Financial Risk, VBA
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA)
Northwestern University 2005 — 2009
B.S., Engineering Sciences and Applied Mathematics, MMSS, Kellogg Certificate in Financial Economics
Wolverine Trading July 2015 - Present
Quantitative Risk Management July 2011 - June 2015
Wells Fargo August 2009 - June 2011
Skills
Valuation, Derivatives, Financial Modeling, Bloomberg, Equities, Capital Markets, Fixed Income, Investments, Data Analysis, Financial Risk, VBA
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA)
Northwestern University 2005 — 2009
B.S., Engineering Sciences and Applied Mathematics, MMSS, Kellogg Certificate in Financial Economics
Anne O'Callahan's Wells Fargo Experience March 2003 - June 2005
Job Corporate Recruiter
Industry Information Technology and Services
Experience
Intermedia March 2015 - Present
AccelSearch February 2014 - March 2015
Non-profit and Community Organizations 2000 - February 2015
Children's Health Council September 2013 - June 2014
MLSListings Inc. (previously RE InfoLink) June 2005 - June 2009
Wells Fargo March 2003 - June 2005
Gupta Technologies 2001 - 2002
Oracle January 2000 - June 2001
Skills
Marketing..., Product Management, Marketing Communications, Integrated Campaign..., Lead Generation, Marketing, Email Marketing, Integrated Marketing..., Strategy, Product Marketing, Strategic Planning, Advertising, Start-ups, Strategic Communications, Project Management, Project Planning, Recruiting, Team Leadership
Education
Northwestern University - Kellogg School of Management
MBA, Marketing
Intermedia March 2015 - Present
AccelSearch February 2014 - March 2015
Non-profit and Community Organizations 2000 - February 2015
Children's Health Council September 2013 - June 2014
MLSListings Inc. (previously RE InfoLink) June 2005 - June 2009
Wells Fargo March 2003 - June 2005
Gupta Technologies 2001 - 2002
Oracle January 2000 - June 2001
Skills
Marketing..., Product Management, Marketing Communications, Integrated Campaign..., Lead Generation, Marketing, Email Marketing, Integrated Marketing..., Strategy, Product Marketing, Strategic Planning, Advertising, Start-ups, Strategic Communications, Project Management, Project Planning, Recruiting, Team Leadership
Education
Northwestern University - Kellogg School of Management
MBA, Marketing
Alex Dybsky's Wells Fargo Experience July 2008 - December 2010
Job VP Strategic Planning Manager at Wells Fargo Capital Finance
Industry Banking
Experience
Wells Fargo Capital Finance 2014 - Present
Chicago HOPE 2006 - Present
Wells Fargo Capital Finance 2012 - 2014
Wells Fargo Capital Finance June 2011 - June 2012
Wells Fargo Bank December 2010 - June 2011
Wells Fargo July 2008 - December 2010
Skills
Portfolio Management, Financial Modeling, Credit, Finance, Underwriting, Mergers & Acquisitions, Financial Analysis, Credit Analysis, Banking, Leveraged Finance, Capital Markets, Valuation, LBO, Commercial Lending, Sandwiches, Management, Leadership, Corporate Finance
Education
Northwestern University 2004 — 2008
BA, Economics and Psychology
University of Chicago 2009 — 2010
Accounting
Totino Grace
Wells Fargo Capital Finance 2014 - Present
Chicago HOPE 2006 - Present
Wells Fargo Capital Finance 2012 - 2014
Wells Fargo Capital Finance June 2011 - June 2012
Wells Fargo Bank December 2010 - June 2011
Wells Fargo July 2008 - December 2010
Skills
Portfolio Management, Financial Modeling, Credit, Finance, Underwriting, Mergers & Acquisitions, Financial Analysis, Credit Analysis, Banking, Leveraged Finance, Capital Markets, Valuation, LBO, Commercial Lending, Sandwiches, Management, Leadership, Corporate Finance
Education
Northwestern University 2004 — 2008
BA, Economics and Psychology
University of Chicago 2009 — 2010
Accounting
Totino Grace
Tom Goyda's Wells Fargo Experience March 2003 - Present
Job SeniorLevel Communications Strategist and Manager
Industry Financial Services
Experience
Wells Fargo March 2003 - Present
Goyda Strategic Communications October 2002 - March 2003
Weber Shandwick October 1996 - October 2002
Kupper Parker Communications January 1996 - October 1996
Mercantile Bancorporation February 1992 - October 1995
Citicorp Mortgage May 1989 - December 1991
Special School District of St. Louis County November 1986 - May 1989
U.S. Senate June 1984 - June 1986
Skills
Crisis Management, Issues Management, Corporate Communications, Media Relations, Strategic Communications, Reputation Management, Communications Strategy, Public Relations, Internal Communications, Leadership, Marketing Communications, Crisis Communications, Community Development, Investor Relations, Marketing, Public Speaking, Spokesperson, Program Management, Public Policy, Speech Writing, Government
Education
Northwestern University 1979 — 1983
BS, Radio-TV-Film
Newark High 1975 — 1979
Wells Fargo March 2003 - Present
Goyda Strategic Communications October 2002 - March 2003
Weber Shandwick October 1996 - October 2002
Kupper Parker Communications January 1996 - October 1996
Mercantile Bancorporation February 1992 - October 1995
Citicorp Mortgage May 1989 - December 1991
Special School District of St. Louis County November 1986 - May 1989
U.S. Senate June 1984 - June 1986
Skills
Crisis Management, Issues Management, Corporate Communications, Media Relations, Strategic Communications, Reputation Management, Communications Strategy, Public Relations, Internal Communications, Leadership, Marketing Communications, Crisis Communications, Community Development, Investor Relations, Marketing, Public Speaking, Spokesperson, Program Management, Public Policy, Speech Writing, Government
Education
Northwestern University 1979 — 1983
BS, Radio-TV-Film
Newark High 1975 — 1979
Bob Stegmann's Wells Fargo Experience February 2012 - Present
Job Senior Vice President at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo February 2012 - Present
Tatum June 2006 - February 2012
Bearing Point 2000 - 2006
KPMG LLP 1995 - 2000
The Northern Trust Company 1991 - 1995
The Northern Trust Company 1989 - 1991
The Northern Trust Company 1985 - 1989
The Northern Trust Company 1981 - 1985
First National Bank St. Louis 1976 - 1981
Skills
Private Equity, Mergers, Valuation, Business Valuation, Joint Ventures
Education
University of Pennsylvania - The Wharton School 1972 — 1976
BS, Finance
Northwestern University - Kellogg School of Management
MBA, Finance, Marketing, Accounting
Wells Fargo February 2012 - Present
Tatum June 2006 - February 2012
Bearing Point 2000 - 2006
KPMG LLP 1995 - 2000
The Northern Trust Company 1991 - 1995
The Northern Trust Company 1989 - 1991
The Northern Trust Company 1985 - 1989
The Northern Trust Company 1981 - 1985
First National Bank St. Louis 1976 - 1981
Skills
Private Equity, Mergers, Valuation, Business Valuation, Joint Ventures
Education
University of Pennsylvania - The Wharton School 1972 — 1976
BS, Finance
Northwestern University - Kellogg School of Management
MBA, Finance, Marketing, Accounting
Angela Maxwell's Wells Fargo Experience 2014 - Present
Job Lending Officer
Industry Banking
Experience
Wells Fargo 2014 - Present
MB Financial Bank December 2010 - August 2014
MB Financial Bank July 2005 - December 2010
Fifth Third Bank August 2004 - July 2005
FirstMerit Bank January 2002 - June 2004
FirstMerit Bank June 2001 - January 2002
Skills
Portfolio Management, Financial Analysis, Banking, Commercial Lending, Loans, Certified Financial..., Training, Underwriting, Commercial Banking
Education
Northwestern University
Continuing Education, Certified Financial Planning
Weatherhead School of Management at Case Western Reserve University 2001 — 2004
MBA, Banking and International Finance
University of Mount Union 1997 — 2001
B.A., Business Administration
Wells Fargo 2014 - Present
MB Financial Bank December 2010 - August 2014
MB Financial Bank July 2005 - December 2010
Fifth Third Bank August 2004 - July 2005
FirstMerit Bank January 2002 - June 2004
FirstMerit Bank June 2001 - January 2002
Skills
Portfolio Management, Financial Analysis, Banking, Commercial Lending, Loans, Certified Financial..., Training, Underwriting, Commercial Banking
Education
Northwestern University
Continuing Education, Certified Financial Planning
Weatherhead School of Management at Case Western Reserve University 2001 — 2004
MBA, Banking and International Finance
University of Mount Union 1997 — 2001
B.A., Business Administration
Jim Petrequin's Wells Fargo Experience September 2003 - November 2008
Job Business Systems Analyst at Wells Fargo
Industry Computer Software
Experience
Wells Fargo Home Mortgage 2009 - Present
Wells Fargo September 2003 - November 2008
Education
Tulane University - A.B. Freeman School of Business 1976 — 1978
MBA, Finance and Accounting
Northwestern University 1970 — 1972
BA, Economics
Wells Fargo Home Mortgage 2009 - Present
Wells Fargo September 2003 - November 2008
Education
Tulane University - A.B. Freeman School of Business 1976 — 1978
MBA, Finance and Accounting
Northwestern University 1970 — 1972
BA, Economics
James Fehr's Wells Fargo Experience 1982 - 1984
Job Vice President at Union Bank
Industry Human Resources
Experience
Union Bank March 2010 - Present
Resources Global Professionals July 2003 - September 2008
Ernst & Young 1994 - 2002
Wells Fargo 1982 - 1984
Skills
Accounting,Finance and..., Experienced recruiter, Global Mobility, Team Leadership, Strategic Leadership, Full-cycle Recruiting, Executive Search
Education
Northwestern University - Kellogg School of Management
MBA, Finance
Penn State University
BS, Accounting
Union Bank March 2010 - Present
Resources Global Professionals July 2003 - September 2008
Ernst & Young 1994 - 2002
Wells Fargo 1982 - 1984
Skills
Accounting,Finance and..., Experienced recruiter, Global Mobility, Team Leadership, Strategic Leadership, Full-cycle Recruiting, Executive Search
Education
Northwestern University - Kellogg School of Management
MBA, Finance
Penn State University
BS, Accounting
Alex Rodawig's Wells Fargo Experience October 2001 - October 2011
Job Managing Partner at Aalfs Manufacturing
Industry Apparel & Fashion
Experience
Aalfs Manufacturing 2011 - Present
Wells Fargo October 2001 - October 2011
Piper Jaffray June 1988 - 2001
Education
Northwestern University - Kellogg School of Management 2000 — 2000
Executive Development Program
St. Olaf College 1984 — 1988
BA, Economics
Aalfs Manufacturing 2011 - Present
Wells Fargo October 2001 - October 2011
Piper Jaffray June 1988 - 2001
Education
Northwestern University - Kellogg School of Management 2000 — 2000
Executive Development Program
St. Olaf College 1984 — 1988
BA, Economics
Jeff Persin's Wells Fargo Experience April 2014 - Present
Job Senior Business Relationship Manager
Industry Banking
Experience
Wells Fargo April 2014 - Present
MB Financial Bank August 2011 - April 2014
Wintrust Financial Corporation August 2007 - August 2011
Harris Bank N.A. June 1987 - July 2007
Skills
Mortgage Lending, Wealth Management, Credit, Small Business Lending, Underwriting, Financial Analysis, Loans, Portfolio Management, Asset Based Lending, Credit Analysis, Credit Risk, Lines Of Credit, Construction Loans, High Net Worth..., Cash Management, Loan Origination
Education
Northwestern University
Bachelor of Philosophy, Communication Studies
Wells Fargo April 2014 - Present
MB Financial Bank August 2011 - April 2014
Wintrust Financial Corporation August 2007 - August 2011
Harris Bank N.A. June 1987 - July 2007
Skills
Mortgage Lending, Wealth Management, Credit, Small Business Lending, Underwriting, Financial Analysis, Loans, Portfolio Management, Asset Based Lending, Credit Analysis, Credit Risk, Lines Of Credit, Construction Loans, High Net Worth..., Cash Management, Loan Origination
Education
Northwestern University
Bachelor of Philosophy, Communication Studies
Ebony Jackson's Wells Fargo Experience March 2014 - August 2015
Job Graduate student at Northwestern State University
Industry Sports
Experience
Wells Fargo March 2014 - August 2015
YMCA May 2014 - July 2014
JPMorgan Chase June 2013 - February 2014
The PARC May 2013 - February 2014
Butler High School Athletics January 2009 - February 2013
Skills
Microsoft Office, Teamwork, PowerPoint, Microsoft Word, Customer Service, Sales, Sports, Leadership, Social Networking, Time Management, Event Planning, Social Media
Education
Northwestern State University 2015 — 2017
Master of Science (M.S.), Sport Administration/Management
Troy University 2011 — 2014
Bachelor of Science (B.S.), Sports and Fitness Management
Strayer University 2009 — 2011
Associate of Arts (A.A.), Business Administration and Management, General
Wells Fargo March 2014 - August 2015
YMCA May 2014 - July 2014
JPMorgan Chase June 2013 - February 2014
The PARC May 2013 - February 2014
Butler High School Athletics January 2009 - February 2013
Skills
Microsoft Office, Teamwork, PowerPoint, Microsoft Word, Customer Service, Sales, Sports, Leadership, Social Networking, Time Management, Event Planning, Social Media
Education
Northwestern State University 2015 — 2017
Master of Science (M.S.), Sport Administration/Management
Troy University 2011 — 2014
Bachelor of Science (B.S.), Sports and Fitness Management
Strayer University 2009 — 2011
Associate of Arts (A.A.), Business Administration and Management, General
Granville Anderson's Wells Fargo Experience October 2010 - May 2011
Job Business Banker Helping local business owners achieve financial success
Industry Financial Services
Experience
Whitney Bank November 2014 - Present
JPMorgan Chase Bank June 2011 - October 2014
Wells Fargo October 2010 - May 2011
Security National Servicing August 2009 - October 2010
ICF/The Road Home Program June 2007 - May 2009
Wells Fargo Home Mortgage October 2002 - June 2007
Aegis Mortgage 2000 - 2001
Aegis Mortgage 2000 - 2001
Skills
Finance, Commercial Lending, Underwriting, Portfolio Management, Funding, Credit Analysis, Mortgage Lending, Loans, Credit, Refinance, Loss Mitigation, Loan Origination, Banking, Residential Mortgages, Mortgage Banking, Small Business Lending
Education
Northwestern State University
Southern University
Southern University
Whitney Bank November 2014 - Present
JPMorgan Chase Bank June 2011 - October 2014
Wells Fargo October 2010 - May 2011
Security National Servicing August 2009 - October 2010
ICF/The Road Home Program June 2007 - May 2009
Wells Fargo Home Mortgage October 2002 - June 2007
Aegis Mortgage 2000 - 2001
Aegis Mortgage 2000 - 2001
Skills
Finance, Commercial Lending, Underwriting, Portfolio Management, Funding, Credit Analysis, Mortgage Lending, Loans, Credit, Refinance, Loss Mitigation, Loan Origination, Banking, Residential Mortgages, Mortgage Banking, Small Business Lending
Education
Northwestern State University
Southern University
Southern University
Jim Behrens's Wells Fargo Experience 1997 - Present
Job PostMortem Consultant, Estate Tax Department, Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo 1997 - Present
Education
Washington University in St. Louis School of Law 1984 — 1987
Law
Northwestern University 1980 — 1984
John Burroughs
Wells Fargo 1997 - Present
Education
Washington University in St. Louis School of Law 1984 — 1987
Law
Northwestern University 1980 — 1984
John Burroughs
Kyung Kim Ha's Wells Fargo Experience September 1979 - December 1986
Job SVP Senior Relationship Manager at Union Bank
Industry Banking
Experience
FEI- Financial Executives International 2008 - Present
Union Bank December 1986 - Present
Wells Fargo September 1979 - December 1986
Skills
Commercial Banking, Mergers, Credit, Banking, Finance, Treasury Management, Loans, Cash Management, Asset Based Lending, Credit Analysis, Commercial Lending, Lines Of Credit, Due Diligence, Corporate Finance, Mergers & Acquisitions, Small Business Lending, Financial Analysis, Risk Management, Restructuring, Portfolio Management, Retail Banking, Financial Modeling
Education
Northwestern University - Kellogg School of Management 1977 — 1979
MM, Finance
Northwestern University 1973 — 1977
Bachelor of Arts (B.A.), Chemistry
FEI- Financial Executives International 2008 - Present
Union Bank December 1986 - Present
Wells Fargo September 1979 - December 1986
Skills
Commercial Banking, Mergers, Credit, Banking, Finance, Treasury Management, Loans, Cash Management, Asset Based Lending, Credit Analysis, Commercial Lending, Lines Of Credit, Due Diligence, Corporate Finance, Mergers & Acquisitions, Small Business Lending, Financial Analysis, Risk Management, Restructuring, Portfolio Management, Retail Banking, Financial Modeling
Education
Northwestern University - Kellogg School of Management 1977 — 1979
MM, Finance
Northwestern University 1973 — 1977
Bachelor of Arts (B.A.), Chemistry
Noreen Huebner's Wells Fargo Experience Lead Associate - Trust and Charitable ServicesWachovia BankJuly 2000 - July 2006
Job Trust Administrator at Wells Fargo
Industry Banking
Experience
Wells Fargo Lead Associate - Trust and Charitable ServicesWachovia BankJuly 2000 - July 2006
Education
Northwestern University 2004 — 2006
CTFA, Trust and Estate Planning
Valencia College 2000 — 2002
AS, Computer Programming and Analysis
Wells Fargo Lead Associate - Trust and Charitable ServicesWachovia BankJuly 2000 - July 2006
Education
Northwestern University 2004 — 2006
CTFA, Trust and Estate Planning
Valencia College 2000 — 2002
AS, Computer Programming and Analysis
srikanth anthagiri's Wells Fargo Experience June 2010 - June 2011
Job Devops lead at Delta Dental
Industry Information Technology and Services
Experience
Delta Dental June 2011 - Present
Wells Fargo June 2010 - June 2011
Bank of America March 2010 - June 2010
Procter & Gamble December 2007 - June 2009
Aquasys April 2006 - October 2007
ABM AMRO April 2004 - March 2006
Skills
Weblogic, Solaris, Apache, System Administration, HP Openview, Shell Scripting, Deployment, Servers, Linux, J2EE, Troubleshooting, Websphere, Tomcat, XML, Performance Tuning, WSRP, Portlets, JCE, Oracle Portal, iPlanet, SunOne, Wily Introscope, JProbe, WebCenter, LDAP, Active Directory, Databases, ping federate, Siteminder, LDAP Administration, Active, SSO, Red Hat Linux, Unix Shell Scripting, Middleware, JDBC, Web Servers, Disaster Recovery, ClearCase, WebSphere Application..., Maven, Unix, Ant, WebLogic, Java Enterprise Edition, WebSphere
Education
Northwestern Polytechnic University 2008 — 2010
Master of Science (MS), VLSI, A
Delta Dental June 2011 - Present
Wells Fargo June 2010 - June 2011
Bank of America March 2010 - June 2010
Procter & Gamble December 2007 - June 2009
Aquasys April 2006 - October 2007
ABM AMRO April 2004 - March 2006
Skills
Weblogic, Solaris, Apache, System Administration, HP Openview, Shell Scripting, Deployment, Servers, Linux, J2EE, Troubleshooting, Websphere, Tomcat, XML, Performance Tuning, WSRP, Portlets, JCE, Oracle Portal, iPlanet, SunOne, Wily Introscope, JProbe, WebCenter, LDAP, Active Directory, Databases, ping federate, Siteminder, LDAP Administration, Active, SSO, Red Hat Linux, Unix Shell Scripting, Middleware, JDBC, Web Servers, Disaster Recovery, ClearCase, WebSphere Application..., Maven, Unix, Ant, WebLogic, Java Enterprise Edition, WebSphere
Education
Northwestern Polytechnic University 2008 — 2010
Master of Science (MS), VLSI, A
Rama Venkatesh's Wells Fargo Experience May 2010 - July 2011
Job Looking career prospects in Business Analyst and Project Management roles
Industry Information Technology and Services
Experience
Wells Fargo May 2010 - July 2011
Crown Relocations February 2007 - December 2007
Godrej Consumer Products Limited June 2004 - February 2007
Skills
Microsoft SQL Server, Unix, SDLC, Oracle, Requirements Analysis, Agile Methodologies, Waterfall, User Interface Design, RUP, Vendor Management, ETL Tools, Business Analysis, CRM
Education
Northwestern Polytechnic University 2013 — 2014
Master of Business Administration (M.B.A.), Project Management, 3.8 GPA out of 4.00
University of Mumbai 2004 — 2006
Master's degree
Wells Fargo May 2010 - July 2011
Crown Relocations February 2007 - December 2007
Godrej Consumer Products Limited June 2004 - February 2007
Skills
Microsoft SQL Server, Unix, SDLC, Oracle, Requirements Analysis, Agile Methodologies, Waterfall, User Interface Design, RUP, Vendor Management, ETL Tools, Business Analysis, CRM
Education
Northwestern Polytechnic University 2013 — 2014
Master of Business Administration (M.B.A.), Project Management, 3.8 GPA out of 4.00
University of Mumbai 2004 — 2006
Master's degree
Vinayak Thiagarajan's Wells Fargo Experience 2006 - 2009
Job Head of Consulting Americas
Industry Insurance
Experience
Aon Inpoint October 2009 - Present
Inpoint an Aon company 2009 - Present
Wells Fargo 2006 - 2009
Sears Holdings Corporation 2005 - 2006
Accenture 1998 - 2003
Skills
Strategic Consulting, Management Consulting, Strategy, Business Strategy, Insurance, Reinsurance, Property & Casualty..., General Insurance, Commercial Insurance, Banking, Premium Financing, Commercial Banking, Corporate Development, Strategic Planning, Sales, Finance, Mergers & Acquisitions, Risk Management, Financial Analysis, Leadership
Education
Northwestern University - Kellogg School of Management 2003 — 2005
Master of Business Administration (M.B.A.)
Northwestern University 1993 — 1998
Bachelor of Science (B.S.), Electrical Engineering
Northwestern University 1993 — 1998
Bachelor of Arts (B.A.), Economics
Aon Inpoint October 2009 - Present
Inpoint an Aon company 2009 - Present
Wells Fargo 2006 - 2009
Sears Holdings Corporation 2005 - 2006
Accenture 1998 - 2003
Skills
Strategic Consulting, Management Consulting, Strategy, Business Strategy, Insurance, Reinsurance, Property & Casualty..., General Insurance, Commercial Insurance, Banking, Premium Financing, Commercial Banking, Corporate Development, Strategic Planning, Sales, Finance, Mergers & Acquisitions, Risk Management, Financial Analysis, Leadership
Education
Northwestern University - Kellogg School of Management 2003 — 2005
Master of Business Administration (M.B.A.)
Northwestern University 1993 — 1998
Bachelor of Science (B.S.), Electrical Engineering
Northwestern University 1993 — 1998
Bachelor of Arts (B.A.), Economics
Antoinette Slagter's Wells Fargo Experience 2015 - Present
Job Commercial Banking Portfolio Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo 2015 - Present
Citizens Bank 2005 - 2014
Wachovia Bank, N.A. 1998 - 2005
CoreStates Bank, N.A. 1994 - 1998
Bucks County Bank, N.A. 1988 - 1994
Skills
Banking, Portfolio Management, Credit, Risk Management, Loans, Credit Analysis, Credit Risk, Commercial Lending, Financial Risk
Education
Northwestern University
BS, Chemical Engineering
Wells Fargo 2015 - Present
Citizens Bank 2005 - 2014
Wachovia Bank, N.A. 1998 - 2005
CoreStates Bank, N.A. 1994 - 1998
Bucks County Bank, N.A. 1988 - 1994
Skills
Banking, Portfolio Management, Credit, Risk Management, Loans, Credit Analysis, Credit Risk, Commercial Lending, Financial Risk
Education
Northwestern University
BS, Chemical Engineering
Brad Handler's Wells Fargo Experience May 2004 - May 2008
Job Managing Director at Jefferies & Company
Industry Oil & Energy
Experience
Jefferies & Company June 2012 - Present
Credit Suisse July 2008 - May 2012
Wells Fargo May 2004 - May 2008
Skills
Equity Research
Education
Kellogg Graduate School of Management 1991 — 1993
Master of Business Administration (M.B.A.), Marketing
The Johns Hopkins University 1984 — 1988
Bachelor of Arts (B.A.), Political Economy
Jefferies & Company June 2012 - Present
Credit Suisse July 2008 - May 2012
Wells Fargo May 2004 - May 2008
Skills
Equity Research
Education
Kellogg Graduate School of Management 1991 — 1993
Master of Business Administration (M.B.A.), Marketing
The Johns Hopkins University 1984 — 1988
Bachelor of Arts (B.A.), Political Economy
David Zeman's Wells Fargo Experience November 2012 - April 2013
Job
Industry Management Consulting
Experience
Spencer Stuart April 2013 - Present
Wells Fargo November 2012 - April 2013
Wells Fargo September 2010 - November 2012
Zeman Manufacturing Company December 2006 - September 2010
Skills
Financial Modeling, Strategy, Data Analysis, Management Consulting, Business Process..., Financial Analysis, Cross-functional Team..., Valuation, Process Improvement, Business Strategy, Change Management, Management, Manufacturing, Program Management, Business Analysis, Environmental Finance, Credit Risk, Turnaround Experience, Knowledge Management, Leadership, Supply Chain Operations, Engineering Management, Lean Manufacturing
Education
Northwestern University 2010 — 2013
Master's degree, Engineering Management, GPA: 3.92 / 4.00
University of Iowa 2003 — 2006
Bachelor of Science (BS), Mathematics
Spencer Stuart April 2013 - Present
Wells Fargo November 2012 - April 2013
Wells Fargo September 2010 - November 2012
Zeman Manufacturing Company December 2006 - September 2010
Skills
Financial Modeling, Strategy, Data Analysis, Management Consulting, Business Process..., Financial Analysis, Cross-functional Team..., Valuation, Process Improvement, Business Strategy, Change Management, Management, Manufacturing, Program Management, Business Analysis, Environmental Finance, Credit Risk, Turnaround Experience, Knowledge Management, Leadership, Supply Chain Operations, Engineering Management, Lean Manufacturing
Education
Northwestern University 2010 — 2013
Master's degree, Engineering Management, GPA: 3.92 / 4.00
University of Iowa 2003 — 2006
Bachelor of Science (BS), Mathematics
Rachael Kemp's Wells Fargo Experience Operations Analyst IIIWells FargoAugust 2013 - Present
Job Analytics Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Operations Analyst IIIWells FargoAugust 2013 - Present
Wells Fargo April 2011 - August 2013
Wells Fargo February 2010 - April 2011
Skills
Legal Research, Reporting & Analysis, Performance Dashboards, Data Analysis, Analytic Thinking, Qualitative Research, Quantitative Research, Analysis, Business Analysis, Leadership, Management, Microsoft Excel, Program Management
Education
Northwestern University 2014 — 2016
Master of Science (M.S.), Predictive Analytics
University of Saint Thomas 2005 — 2009
Bachelor of Arts (B.A.), International/Global Studies, Political Science, French
Wells Fargo Operations Analyst IIIWells FargoAugust 2013 - Present
Wells Fargo April 2011 - August 2013
Wells Fargo February 2010 - April 2011
Skills
Legal Research, Reporting & Analysis, Performance Dashboards, Data Analysis, Analytic Thinking, Qualitative Research, Quantitative Research, Analysis, Business Analysis, Leadership, Management, Microsoft Excel, Program Management
Education
Northwestern University 2014 — 2016
Master of Science (M.S.), Predictive Analytics
University of Saint Thomas 2005 — 2009
Bachelor of Arts (B.A.), International/Global Studies, Political Science, French
Alex Blank's Wells Fargo Experience June 2014 - Present
Job Credit Risk Analytics Specialist at Wells Fargo
Industry Sporting Goods
Experience
Wells Fargo June 2014 - Present
Wilson Sporting Goods Co. June 2013 - September 2013
Target July 2012 - November 2012
Monsanto July 2012 - August 2012
Keyboard West Studios July 2011 - September 2011
Skills
Microsoft Office, Statistics, Social Media Marketing, Brand Management, Warehousing, Stata, SAS Programming, Risk Management, Financial Risk, Credit Risk, Risk Analysis, Data Analysis, Reporting & Analysis, R, SQL
Education
Northwestern University 2010 — 2014
Bachelor of Arts (B.A.), Statistics and Economics, Senior
Wells Fargo June 2014 - Present
Wilson Sporting Goods Co. June 2013 - September 2013
Target July 2012 - November 2012
Monsanto July 2012 - August 2012
Keyboard West Studios July 2011 - September 2011
Skills
Microsoft Office, Statistics, Social Media Marketing, Brand Management, Warehousing, Stata, SAS Programming, Risk Management, Financial Risk, Credit Risk, Risk Analysis, Data Analysis, Reporting & Analysis, R, SQL
Education
Northwestern University 2010 — 2014
Bachelor of Arts (B.A.), Statistics and Economics, Senior
Hank Kramer's Wells Fargo Experience Investment AdvisorWells Fargo Advisors2013 - Present
Job Investment Advisor at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Investment AdvisorWells Fargo Advisors2013 - Present
Education
Northwestern University
Bachelor of Science (B.S.), Finance and Financial Management Services
Wells Fargo Investment AdvisorWells Fargo Advisors2013 - Present
Education
Northwestern University
Bachelor of Science (B.S.), Finance and Financial Management Services
Sidney L. Montague III's Wells Fargo Experience 1998 - 2003
Job Branch Manager at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. June 2005 - Present
Wells Fargo 1998 - 2003
Skills
Management, Retail Banking, Retail Sales, Team Leadership, Mortgage Banking, Credit, Customer Experience, Home Equity Loans, Loans, Coaching & Mentoring, Sales Process, Sales Management, Banking, Mortgage Lending, Risk Management, Relationship Management, Sales, Financial Services, Leadership
Education
Northwestern State University 1991 — 1996
Bachelor’s Degree, Political Science and Government
JPMorgan Chase & Co. June 2005 - Present
Wells Fargo 1998 - 2003
Skills
Management, Retail Banking, Retail Sales, Team Leadership, Mortgage Banking, Credit, Customer Experience, Home Equity Loans, Loans, Coaching & Mentoring, Sales Process, Sales Management, Banking, Mortgage Lending, Risk Management, Relationship Management, Sales, Financial Services, Leadership
Education
Northwestern State University 1991 — 1996
Bachelor’s Degree, Political Science and Government
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank