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
New York Life Insurance Company December 2011 - May 2012
Abington Memorial Hospital June 2011 - August 2011
Information Television Network September 2009 - December 2009
Wells Fargo September 2008 - March 2009
Salvation Army September 2006 - September 2008
Skills
CRM, Training, Management, Program Management, Healthcare, Analysis, Social Media, Sales, Strategic Partnerships, Hospitals, Pharmaceutical Industry, Facebook, Human Resources, Medicine, Market Research
Education
University of the Sciences in Philadelphia 2010 — 2012
MBA, Health Care and Pharmaceuticals
Penn State University 2006 — 2009
Bachelors, Marketing and Management
Citizens Bank January 2014 - Present
Santander Bank March 2012 - January 2014
Wells Fargo September 2001 - March 2012
Skills
Lines Of Credit, Consumer Lending, Loans, Deposits, Small Business Lending, Cross Selling, Retail Banking, Credit, IRA's, Financial Sales, Banking, Banking Relationships, Retirement Planning, Refinance, Home Equity Loans, Branch Management, Home Equity Lines of..., Financial Services, Branch Banking, SBA, Credit Cards, USA PATRIOT Act, Merchant Services, Loan Servicing, Financial Institutions, Personal Banking, Home Equity, Commercial Banking, Debt Consolidation, NMLS Licensed, Bank Management, Internet Banking, Teller Operations, KYC, OFAC, IRAs, Sales Finance, Mortgage Lending, Commercial Lending, Customer Service, Sales, Leadership
Education
Penn State University 2000 — 2003
Wells Fargo February 2013 - Present
Wells Fargo August 2012 - February 2013
Wells Fargo October 2010 - August 2012
Wells Fargo September 2001 - October 2010
Wells Fargo November 1998 - September 2001
Skills
Training & Development, Customer Service, Banking, SharePoint, Problem Solving, Mainframe, Microsoft Office, Computer Hardware, Employee Training, Management, Leadership, Call Centers, Process Improvement, Sales Management, Analysis, Training, Teamwork, Microsoft Excel, Sales, Microsoft Word, Software Documentation, Credit, Team Building
Education
Penn State University 1991 — 1995
Bachelor of Arts, Sociology
Wells Fargo June 2014 - Present
Cypress Xpress LLC April 2013 - Present
Insphere Insurance Solutions September 2012 - April 2013
Sheetz January 2007 - May 2012
John's Lawn Service 2004 - 2008
Skills
Management, Training, Risk Management, Financial Analysis, Customer Service, CRM, Marketing, Finance, Selling, Sales, Customer Satisfaction, Sales Management
Education
Penn State University 2007 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Penn State University 2007 — 2011
Associate of Science (A.S.), Business Administration and Management, General
Penn State University 2007 — 2010
Associate of Arts (A.A.), Letters, Arts, and Science
Wells Fargo June 2015 - Present
Penn State Smeal College of Business August 2014 - January 2015
Olive Branch Funding June 2014 - August 2014
Kass Logistics, Inc. May 2013 - May 2014
Joel Perlish Photography September 2005 - April 2009
Skills
Logistics, Operations Management, Shipping, Freight, Transportation..., Team Building, Microsoft Excel, Budgets, 3PL, LTL, Customer Service, Management, Leadership, PowerPoint, Microsoft Word, Public Speaking, Social Media, Teamwork, Data Analysis, Analysis, Social Networking, Marketing, Research, Team Leadership, Sales, Supply Chain, Supply Chain Management, Procurement, Inventory Management, Strategic Planning, Warehousing
Education
Penn State University 2009 — 2015
Bachelor of Science (B.S.), Supply Chain Management and Information Systems
M&T Bank December 2004 - Present
Omega Bank September 2003 - December 2004
First Union 1997 - 2004
Wells Fargo January 1998 - September 2003
US Army May 1990 - January 1998
Skills
Credit Analysis, Commercial Lending, Commercial Banking, Consumer Lending, Loans, Commercial Mortgages, Banking, Credit Risk, Small Business Lending, Financial Modeling, Lines Of Credit, Credit, Financial Analysis, Retail Banking, SBA, Finance, Leadership, Management, Financial Services
Education
Wilkes University 1992 — 1994
Bachelor's degree, Business Administration and Management, General
Penn State University 1990 — 1992
Wells Fargo May 2014 - August 2014
Smeal Student Mentors August 2012 - 2014
MLB Network May 2013 - August 2013
Sigma Chi Fraternity April 2012 - 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Leadership, Payroll, Accounts Receivable, Cross-functional Team..., Time Management, Analysis
Education
Seton Hall University School of Law
Juris Doctor (J.D.)
Penn State University 2011 — 2015
Bachelor of Science (BS), Finance, 3.71
Wells Fargo May 2007 - Present
Forsyth Police Department September 2004 - June 2005
GEICO September 2003 - September 2004
Port Wentworth Police Department September 2001 - September 2003
Chatham County October 1995 - September 2001
Skills
Management, Customer Service, Leadership, Microsoft Office, Team Building, Public Speaking, Process Improvement, Program Management, Access, Sales, Microsoft Excel, Underwriting, Budgets, Coaching, Outlook, Time Management
Education
Penn State University 2015 — 2017
Organizational Leadership
Benedictine Military School 1986 — 1990
High School Degree
Mortgage Network, Inc. June 2014 - Present
Mortgage Master March 2012 - June 2014
Wells Fargo 2007 - February 2012
American Home Mortgage 1998 - 2007
Columbia National Mortgage Corp 1998 - 2002
Skills
Loan Origination, Conventional, VA, Mortgage Lending, FHA, USDA, Small Business Lending, Loans, Refinance, Mortgage Banking, Reverse Mortgages, Residential Mortgages, Construction Loans, Credit, First Time Home Buyers, VA loans, FHA financing, Sales Management, Real Estate, Residential Homes, Investment Properties, Credit Analysis, Government Loans, Certified Mortgage..., VA Loans
Education
Pennsylvania State University-Great Valley Graduate Center 2004 — 2006
Masters, Business Administration
Penn State University 1985 — 1989
Bachelor's, Economics
Brandywine Heights High School 1981 — 1985
Blue Shield of California February 2014 - Present
Autodesk May 2013 - September 2013
DesignMind August 2012 - May 2013
Prosper Marketplace August 2012 - May 2013
Wells Fargo March 2011 - August 2012
MarketLive April 2010 - February 2011
Cisco Systems September 2009 - April 2010
Siterra Corporation November 2003 - August 2009
SofTECH August 2003 - July 2006
Neopost USA March 2002 - November 2003
Skills
Integration, Software Development, Project Management, Wireless, Agile Methodologies, XML, E-commerce, Scrum, IT Strategy, SaaS, Start-ups, Program Management, Telecommunications, SDLC, Cross-functional Team..., Management, Leadership, Microsoft SQL Server, Databases, Product Management, CRM, Unix, Outsourcing, Software Project..., Software Documentation, Enterprise Software
Education
Penn State University 1979 — 1983
B.S., Engineering Science
Coursera - Web Intelligence and Big Data
Certificate
Wells Fargo December 2012 - Present
Wells Fargo June 2012 - December 2012
M&T Bank February 2012 - June 2012
Wells Fargo Bank December 2010 - February 2012
Emblem Outfitters, Inc. December 2008 - December 2010
Ark Rentals, Inc. August 2001 - December 2010
Skills
Microsoft Office, Typing, Basic Accounting, Sales Management, Banking, Banking Operations, Small Business, Business Acquisition, Coaching, Leadership Development, Team Leadership, Management, Risk Management, Budgets, Performance Management, Financial Services, Retail Banking, Team Building, Series 6, Negotiation, Marketing, Decision Analysis, Credit, Leadership, Sales, Strategy, Loans, Finance, Cross Selling, Consumer Lending, Relationship Management, Lines Of Credit, Series 63, Branch Management, Customer Service, Commercial Lending, Mortgage Lending, Mortgage Banking, Loan Origination, Credit Analysis, Merchant Services, Branch Banking, Hiring, Employee Training, Refinance, Core Banking
Education
Wells Fargo - Lead The Team 2013 — 2013
Certification, Strength Finders
Wells Fargo - Leadership Training 2013 — 2013
Certification, Situational Leadership II
Wells Fargo - Sales Training 2010 — 2011
Training/ Certification, Financial, Banking, Operations
Penn State University 1996 — 1997
Course Study, Marketing
Blue Mountain High School 1991 — 1995
graduate, business
ARK Financial Consulting & Technologies January 2008 - Present
Wells Fargo March 2013 - July 2014
AAA Mid-Atlantic May 2012 - March 2013
Citizens Bank 2011 - 2012
Liberty Mutual Insurance 2008 - 2011
JG Wentworth 2005 - 2008
Skills
Sales, Credit, Loans, Banking, Commercial Lending, Commercial Banking, Mortgage Lending, Customer Service, Credit Analysis, Sales Management, Relationship Management, Customer Satisfaction, Cash Management, Insurance
Education
Penn State University
Bachelor's degree, Insurance and Real Estate
Quail Valley Golf Club April 2012 - Present
Grand Harbor Golf and Beach Club October 2009 - April 2012
Wells Fargo January 2006 - May 2009
Skills
Golf Course Management, Agronomy, Golf Courses, Leadership, Management, Budgets, Sports, Club, Tournaments, Process Scheduler, Customer Service
Education
Penn State University 2012 — 2014
Master's Degree, Turf and Turfgrass Management
Penn State University 2009 — 2011
2 year Certificate, Turfgrass Management
Penn State University 2002 — 2004
B.A, Political Science
Bluegrass Yacht & Country Club March 2015 - Present
Diamond Run Golf Club November 2011 - March 2015
EDMC December 2010 - November 2011
Wells Fargo November 2008 - October 2010
Contiki Holidays May 2007 - June 2008
Skills
Event Planning, Customer Service, Event Management, Social Media, Marketing, Sales, Social Media Marketing, Public Speaking, Marketing Communications, Public Relations, Marketing Strategy, Microsoft Office, Hospitality, Social Networking, Strategic Planning, Microsoft Excel, Sales Management, Advertising, Fundraising, Leadership, Email Marketing, Facebook, Budgets, Team Building, Online Marketing, Online Advertising, Trade Shows
Education
Penn State University 2004 — 2008
Bachelors Degree, Advertising/Public Relations
JLG Industries July 2015 - Present
JLG Industries September 2013 - Present
Wells Fargo June 2013 - September 2013
Johnson & Johnson June 2012 - January 2013
Graphics Universal, Inc. August 2010 - November 2010
Greencastle-Greens Golf Club June 2006 - May 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Reporting, Account Reconciliation, SAP, Accounting
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Finance, 3.43
OpenX August 2014 - Present
PwC October 2012 - August 2014
Wells Fargo December 2009 - October 2012
EZ Data - Ebix CRM September 2008 - October 2009
PricewaterhouseCoopers January 2006 - July 2008
JPMorgan Chase July 2005 - December 2005
Johnson & Johnson May 2004 - December 2004
Skills
Product Management, Product Development, Business Strategy, Agile Methodologies, Scrum, Program Management, Management, Vendor Management, Business Analysis, Business Intelligence, Analytics, SQL, ETL, Reporting & Analysis, Process Automation, Integration, Functional Design, Business Systems..., Process Improvement, Visual Basic, SQL Server, SAP, Microstrategy, Oracle
Education
Upper Darby High School
University of Southern California - Marshall School of Business
MBA
Penn State University
Bachelor of Science, Management Information Systems
Wells Fargo October 2010 - Present
SunTrust Bank April 2007 - October 2010
Skills
Strategy, Leadership, Management, Business Development, Banking, Credit, Consumer Lending, Customer Satisfaction, CRM Dynamics, HOGAN,..., Sales Management, Customer Service, Finance
Education
Penn State University 2015 — 2018
Master of Project Management, Project Management, 4.0
TUI University 2008 — 2009
MBA, Finance, 3.818
Touro College 2006 — 2007
B.S.B.A., Information Technology Management, 3.814
South Piedmont Community College 2004 — 2005
Associates of Arts, 3.828
Wells Fargo January 2015 - Present
Connect America Medical Alert Company December 2012 - January 2015
Skills
Accounting, Sales, Financial Services, Microsoft Office, Financial Software..., Analysis, Invoicing, Microsoft Excel, Salesforce.com, Customer Service, Access, PowerPoint, Zuora, Outlook
Education
Penn State University 2008 — 2012
Bachelor of Arts (B.A.) Economics
Federal Aviation Administration March 2015 - Present
US Navy February 2006 - September 2013
Wells Fargo May 2003 - January 2006
Skills
Military Experience, Electronics, Electro-mechanical, Supervisory Skills, Supervisory Experience, Employee Training, Firearms, Technical Support, Microsoft Office, gccs, Asset Management, Transportation, Coordination, Equal Opportunities, Preventive Maintenance, Maintenance & Repair, Routers, LAN Switching, Cabling, Problem Solving, Navy, Security Clearance, Troubleshooting
Education
Penn State University 2012 — 2016
NOVA® Home Loans July 2015 - Present
Business Networking International July 2015 - Present
Fairway Independent Mortgage Corporation December 2013 - July 2015
Gateway Mortgage Group, LLC September 2011 - December 2013
Wells Fargo July 2005 - February 2010
Skills
Series 66, Series 7, Mortgage, Loans, FHA, Refinance, Residential, Real Estate, Purchase, Mortgage Lending, VA, Conventional, First Time Home Buyers, Referrals, Investment Properties, Finance, Residential Mortgages, Banking, Management, Uniform Combined State..., Residential Homes, Small Business, Professional Mentoring, Mortgage Underwriting, Reverse Mortgages, Credit, Mortgage Banking, Loan Origination, Financial Services, VA loans, VA Loans, Customer Service, Sales
Education
Penn State University 1990 — 1995
Operations Management and Marketing
Carlynton 1986 — 1990
Wells Fargo October 2013 - Present
ADP March 2011 - October 2013
Carmoza, LLC July 2010 - January 2011
Kia Motors America September 2006 - July 2010
Ford Motor Company May 2001 - September 2006
The Daily Collegian October 1999 - March 2001
Skills
Customer Satisfaction, Automotive, Sales Management, Sales Process, Sales, Customer Retention, Profit, Sales Operations, Vehicles, Marketing, B2B, Retail, Account Management, Training, New Business Development, Strategic Planning, Marketing Strategy, Forecasting, Complex Sales, Managing Complex Sales, Salesforce.com, Acclivus, Exceeding Quotas, Customer Service, Automobile, Management, Dealers, CRM, Start-ups, Leadership, Strategy, Competitive Analysis, Team Building, Negotiation, Process Improvement, Inventory Management, Business Planning, Operations Management, Pricing, Business Development, Cold Calling, Direct Sales, Finance, Online Marketing, P&L
Education
Villanova University 2003 — 2007
Masters of Business Adminstration, Concentration in marketing
Penn State University 1996 — 2001
BS, Management Science and Information Systems
Stephens Family December 2014 - Present
Delta Phi 2002 - Present
Wells Fargo January 2014 - March 2015
Wells Fargo Home Mortgage July 2012 - January 2014
Wells Fargo Home Mortgage October 2008 - July 2012
Integrity Home Funding, LLC, an affiliate of Wells Fargo January 2006 - October 2008
Wells Fargo Home Mortgage February 2005 - January 2006
JP Morgan Chase July 2003 - February 2005
Metro Bank July 2002 - July 2003
Skills
Mortgage Lending, Banking, Real Estate, Credit, Residential Mortgages, Sales, Government Loans, Consumer Lending, Mortgage Underwriting, Home Equity Loans, Construction Loans, Public Speaking, Sales Management, Team Building, Customer Satisfaction, Problem Solving, Training, Risk Management, Process Efficiency, Technology, Research, Diversity, Staff Development, Early Adopter, Change Readiness, Apple Products, Visio, Centra, Mortgage Processing, Financial Reform, Dodd-Frank, Ability to Repay (ATR), Qualified Mortgage (QM), Business Process..., CFPB (Consumer..., Regulatory Compliance, Economics, Non-profit Leadership, Leadership, Jive, Six Sigma
Education
Penn State University 1996 — 2001
BS, Economics
Villanova University 2015 — 2015
Six Sigma Green Belt, Six Sigma
Platform Intelligence July 2007 - Present
First Solar 2014 - 2015
Starbucks 2014 - 2014
Bed Bath & Beyond 2012 - 2014
SAS 2012 - 2014
Nike 2012 - 2012
Wells Fargo February 2011 - 2012
Bank of America July 2010 - February 2011
Amgen February 2010 - May 2010
Visa, Inc. 2007 - 2009
Skills
Data Mining, Data Integration, OLAP, Programming, AIX, System Administration, Training, SAS, Data Warehousing, ETL, Business Intelligence, Data Analysis, Unix, Databases, Analytics, Database Design, Oracle, SQL, Data Modeling, Big Data
Education
Penn State University
Dual M.A., Demography/Statistics, and Human Population Genetics (Anthropology)
Community Bank NA September 2014 - Present
M&T Bank January 2009 - September 2014
Wells Fargo July 2000 - January 2009
Skills
Series 63, Series 6, Licensed Life Insurance..., Mortgage Lending, Banking, Loans, Credit, Finance, Portfolio Management, Financial Services, Investments, Relationship Management, Wealth Management, Retail Banking
Education
Penn State University
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Energetics September 2010 - July 2014
Energetics April 2010 - September 2010
ULLICO March 2009 - September 2009
Wells Fargo March 2007 - July 2008
Digicon July 2002 - January 2007
EdgeMark November 1997 - November 2001
Citizens Bank of Maryland November 1990 - July 1997
Skills
Process Improvement, Analysis, Data Analysis, Management, Change Management, Microsoft Excel, Government, Microsoft Office, Program Management, Training, Business Process, Project Management, Project Planning, Quality Assurance, Strategic Planning, Business Process..., Business Analysis, Accounting, Customer Service, Integration, Finance, PowerPoint, Accounts Receivable, Requirements Analysis, Team Building, Invoicing, Account Reconciliation, Business Strategy, Nonprofits, Government Contracting
Education
Penn State University
Rich's Computer Services February 2005 - Present
Wells Fargo September 2011 - June 2015
Geek Squad 2013 - 2014
Skills
Computer Repair, Networking, Unix Shell Scripting, Computer Security, Unix, Operating Systems, Linux, Time Management, Programming, Windows XP, Windows 7, Help Desk Support, Computer Maintenance, C++, Java, Microsoft Office 2007, Hardware, Information Security, Computer Proficiency, Computer Building, Technical Support, WordPress, VMware, Ubuntu, Windows Vista, Visual Basic, Database Administration, Databases, Wireless Networking, Filing, Telephone Skills, Troubleshooting, OS X, Access, Software Installation, TCP/IP, Network Security, Windows, Computer Hardware, System Administration, Windows Server, Fax, Information Technology, Servers, Virtualization, Printers, Security, Routers, Remote Desktop, Microsoft Technologies
Education
Penn State University 2015 — 2016
Bachelor's degree, Information Sciences and Technology
Pennsylvania Institute of Technology 2013 — 2013
Associate of Science (A.S.), Computer Science - Software Engineering, 4.0
Roman Catholic High School 2004 — 2008
High School Diploma
Lutron Electronics November 2014 - Present
Lutron Electronics October 2014 - November 2014
Wells Fargo September 2013 - October 2014
Willy Joe's 2005 - May 2014
Viamedia July 2012 - August 2012
Skills
Account Management, Social Media, Customer Service, Event Planning, Sales, Microsoft Office, Management, Financial Reporting, Social Media Marketing, Client Relations Skills, Microsoft Excel, PowerPoint, Customer Satisfaction, Interviews, Advertising, Microsoft Word, Employee Training, Time Management, Phone Etiquette
Education
Penn State University 2009 — 2013
Bachelor of Arts (B.A.), Advertising
Wells Fargo June 2014 - Present
Wells Fargo January 2014 - May 2014
Wells Fargo July 2012 - January 2014
Wells Fargo December 2010 - June 2012
Skills
Financial Modeling, Credit Analysis, Cash Flow Lending, Commercial Real Estate, Financial Risk, Financial Structuring, Portfolio Management, Underwriting, Analysis, Finance, Mortgage Lending, Financial Analysis, Commercial Lending, Due Diligence, Loans, Investments, Risk Management, Credit, Commercial Banking, @Risk, Banking
Education
Penn State University 2006 — 2010
Bachelor of Science (B.S.), Finance
Wells Fargo June 2012 - Present
Willis January 2010 - June 2012
Willis September 2007 - January 2010
JG Wentworth October 2005 - July 2007
Skills
Insurance, Risk Management, Casualty, Property & Casualty..., Brokers, Liability, Commercial Insurance, Financial Risk, General Insurance, Underwriting, Analysis, International Business, Foreign Relations, Foreign Policy Analysis, Casualty Insurance
Education
Penn State University 2000 — 2005
International Business and Insurance
The University of Manchester 2004 — 2004
Economics, British Politics and History, European Capital, Finance
Wells Fargo October 2013 - Present
Wells Fargo Bank March 2012 - October 2013
Wells Fargo Bank January 2010 - March 2012
Wells Fargo Financial November 2005 - January 2010
Wells Fargo Financial April 2004 - November 2005
Education
West Chester University of Pennsylvania 2002 — 2004
BS, Business Management
Penn State University 2000 — 2002
Business, Management, Marketing, and Related Support Services
Wells Fargo Writerself-employed2012 - Present
Skills
Fiction Writing, Novels, Flash Fiction, Short Stories, Dressage, Publishing, Creative Writing, Books, Freelance Writing, Fiction
Education
Penn State University 1988 — 1991
BA, English, Writing option
Virginia Intermont College 1987 — 1987
Wells Fargo May 2015 - Present
Wells Fargo July 2013 - Present
Wells Fargo December 2012 - July 2013
Hyrell Online Hiring Systems August 2012 - December 2012
Felix - Intelligent Local Advertising February 2012 - May 2012
Walmart December 2007 - February 2012
YMCA April 2011 - January 2012
The Pointe May 2011 - December 2011
WBHV-FM September 2010 - December 2011
Skills
Marketing, Account Management, Management, Sales, Customer Service, Microsoft Office, Teamwork, Customer Satisfaction, Project Planning, Broadcast, Team Leadership, Social Networking, Microsoft Excel, Social Media, PowerPoint, Microsoft Word, Facebook, Outlook, Blogging, Social Media Marketing, Time Management
Education
Penn State University 2007 — 2011
Bachelors, Telecommunications
Wells Fargo September 2012 - Present
AAA NCNU Insurance Exchange June 2009 - September 2012
University of California at Santa Cruz December 2008 - June 2009
Washington Mutual Card Services May 2005 - September 2008
The Pennsylvania State University December 2006 - June 2007
Skills
SAS, Data Mining, Market Analysis, Competitive Analysis, Statistical Modeling, Data Analysis, Statistics, Predictive Modeling, Analysis, Risk Management, Access, Analytics, Microsoft Excel, Research, SQL, Economics, Visio, Financial Analysis, SAS programming, Strategy, Portfolio Management, Segmentation, Credit Risk
Education
University of California, Santa Cruz 2007 — 2009
Master, Applied Economics and Finance
Penn State University 2003 — 2007
BS, Statistics
TD February 2013 - Present
Wachovia, A Wells Fargo Company June 2011 - Present
Wells Fargo June 2011 - February 2013
TD 2013 - 2013
TD 2013 - 2013
Wachovia, A Wells Fargo Company November 2009 - June 2011
Skills
Credit Analysis, Commercial Lending, Commercial Banking, Credit Risk, Risk Management, Mortgage Lending, Credit, Banking, Loans, Financial Analysis, Investments, Portfolio Management, Finance, Underwriting, Financial Risk
Education
Conwell-Egan Catholic
Penn State University
St. Ephrem School
Union Bank June 2010 - Present
Fifth Third Bancorp November 2006 - January 2010
Wells Fargo October 1996 - October 2006
American Management Systems (AMS) July 1993 - September 1996
Skills
Acquisition Integration, Business Process...
Education
Penn State University 1991 — 1993
MBA, Business
Southern Methodist University 1983 — 1987
BBA, Finance
AmerisourceBergen September 2011 - Present
Wells Fargo October 2009 - August 2011
Wachovia, A Wells Fargo Company 1995 - 2011
Wachovia November 1995 - October 2009
First Union 1995 - 2001
PNC Bank 1987 - 1994
Education
Pennsylvania State University-Great Valley Graduate Center 1996 — 2000
Education, Training Management, Design and Development
Penn State University 1983 — 1987
Business, Finance and Economics
Wells Fargo November 2012 - Present
Blue mountain Sports May 2012 - Present
Vail Resorts November 2009 - April 2012
Wells Fargo January 2008 - November 2009
Skills
Sales Operations, Sales Process, Sales Management, Direct Sales, Microsoft Office, MLA style, Ski, Mortgage Lending, Loans, Sales Presentations, Accounting, Sports, Coaching, Finance, Marketing, Sales
Education
Penn State University 2003 — 2007
Bachelor of Arts (BA), Spanish and Iberian Studies
Wells Fargo September 2013 - Present
Wells Fargo May 2012 - September 2013
Wells Fargo September 2010 - May 2012
Skills
Customer Service, Compliance, General Ledger, Loans, Finance, Banking, Retail Banking, Commercial Banking, Branch Banking, Microsoft Office, Sales, Loss Prevention, Sales Management, Team Leadership, Management
Education
Penn State University 2005 — 2009
Bachelor's degree, Recreational, Park and Tourism Management
InstaMed April 2015 - Present
Philadelphia AMA (PAMA) May 2013 - Present
Mangos Full Service Advertising Agency May 2012 - April 2015
Sun National Bank April 2009 - February 2011
GenSpring Family Offices January 2007 - October 2008
Glenmede Trust Company January 2000 - January 2007
PNC Wealth Management September 1997 - January 2000
Wells Fargo 1980 - 1998
Wachovia (Formerly First Union) Wealth Management June 1980 - September 1997
Skills
Marketing Communications, Marketing, Strategic Planning, Advertising, CRM, Public Relations, Business Development, SEO, Lead Generation, Content Development, Higher Education, Marketing Strategy, Social Media, Direct Marketing, Social Media Marketing, New Business Development, Digital Marketing, Online Advertising, Integrated Marketing, Event Planning, Website Development, Strategy, Leadership, Digital Media, B2B, Budgets, Entrepreneurship, Client Representation, Event Management, Investments, Online Marketing, Management, Brand Development, Market Research, Segmentation, Brand Management, Digital Strategy, Financial Services, Strategic Partnerships, Media Planning, Email Marketing, Interactive Marketing, Mobile Marketing, Corporate Branding, Copywriting, SEM, Market Planning, B2B Marketing, Relationship Marketing, Direct Mail
Education
Penn State University 1976 — 1980
Bachelor’s Degree
Ridley High School
Merrill Lynch October 2013 - Present
Credit Suisse April 2011 - September 2013
Wells Fargo July 2010 - April 2011
Edward Jones June 2009 - June 2010
Sontag Advisory April 2008 - October 2008
Skills
Portfolio Management, Series 7, Finance, Asset Allocation, Wealth Management, Investments, Mutual Funds, Retirement Planning, Series 63, Banking, Fixed Income, Equities, Loans, Alternative Investments, Asset Management, Securities
Education
Penn State University 1999 — 2003
BS, Business Management
Wells Fargo March 2009 - Present
K2 Mortgage 2000 - 2008
Skills
Mortgage Lending, Leadership, Loans, Coaching, Training, Refinance, Mortgage Banking, Time Management, FHA, Finance, Sales, Banking, Real Estate, Public Speaking, Referrals
Education
Penn State University 1996 — 2000
BA, Sociology
Wells Fargo August 2010 - Present
Quattro Realty Group October 2009 - February 2010
BRE Properties September 2006 - January 2009
Wood Partners April 2004 - August 2006
Prudential Real Estate Investors July 1997 - December 2003
PNC Bank September 1992 - December 1996
Skills
Real Estate Economics, Commercial Real Estate, Real Estate Financing, Disposition, Real Estate Development, Real Estate Transactions, Investment Properties, Entitlements, Property Management, Financial Modeling, Portfolio Management, REO, Financial Analysis, Lease Negotiations, Construction Management, Asset Managment, Real Property, Strategic Planning, DCF Valuation, Investment Management, Microsoft Excel, Capital Budgeting, Argus Modeling, Commercial Leasing, Mixed-use, Land Development, Commercial Real Estate..., Value Engineering, Construction Loans, Business Coaching, Proformas, Multi-family Investments, Multi-family, Office Management, Evictions, Land Use Planning, Development Appraisals, Commercial Real Estate..., Commercial Real Estate..., Easements, Self Storage, Hotel Asset Management, Master Planned..., Regional Planning, Property Law, Valuation Modeling, Property Management..., Loan Work-outs, Dispositions, Asset Management
Education
Temple University - Fox School of Business and Management 1994 — 1997
MBA
Temple University 1990 — 1992
BBA
Penn State University 1987 — 1990
Maverick Funding July 2014 - Present
Home Point Financial formerly known as Maverick Funding July 2014 - Present
Gateway Funding July 2013 - July 2014
Univest Bank &Trust December 2011 - June 2013
Bank of America(including Countrywide) June 2009 - December 2011
Chase Manhattan Mortgage April 2008 - June 2009
Countrywide Mortgage March 2004 - March 2008
Wells Fargo March 2000 - March 2004
Margaretten Mortgage Co May 1986 - March 2000
First American Savings September 1977 - May 1986
Skills
FHA, Refinance, Mortgage Lending, Mortgage Banking, Sales Management, Sales, Credit Analysis, VA Loans, First Time Home Buyers, FHA Financing, Credit, Loans, Investment Properties, Real Estate, Residential Mortgages, Loan Origination, Short Sales, Foreclosures, Single Family Homes, Sellers, Referrals, Real Estate Transactions
Education
Penn State University 1973 — 1975
Business, Business Administration and acccounting, B
Penn State University 1973 — 1975
Bachelors of Business Administration, Business Administration and Management, General
Montgomery County Community College
Associate's degree, Business
DFC Global Corp. May 2015 - Present
Fiserv Lending Solutions October 2014 - May 2015
J.P. Morgan June 2013 - October 2014
PHH Corporation 2012 - 2013
TD 2011 - 2012
Bank of America 2010 - 2012
AIG - TNC Management Group February 2008 - July 2010
Wells Fargo 2000 - 2008
Skills
Certified Scrum Master..., PMP, Six Sigma, DOE, SIPOC, Business Requirements, PPM, Planview, SharePoint, SharePoint Designer, SDLC, Compliance Management, Agile Project Management, Change Management, Internal Audit, PMO, Project Management, Software Documentation, Risk Assessment, Business Process..., Risk Management, Vendor Management, Business Analysis, Visio, Team Building, Quality Assurance, AML, Business Intelligence, Operational Risk, IT Audit, MS Project, Project Portfolio..., Process Improvement, Management, Banking, Leadership, Financial Risk, Financial Services, Executive Management, Auditing, Internal Controls, Operational Risk..., Governance, Credit, Information Technology, Business Continuity, Risk Analysis, Analytics, Financial Modeling, Fraud
Education
Penn State University 1996 — 2000
BS, Management - HRIM
Wells Fargo September 2012 - Present
Outdoor Assets January 2009 - September 2012
Bengal Paper & Converting November 2011 - January 2012
Prudential Financial August 2011 - November 2011
Skills
Sales, Finance, Marketing, Logistics, Financial Analysis, Investments, Risk Management, Bloomberg, Mutual Funds, Asset Management, Strategic Financial..., Microsoft Excel, Construction, Banking, Portfolio Management
Education
Penn State University 2007 — 2011
Bachelor of Arts (B.A.), Economics
C3i Healthcare Connections, a Division of Telerx October 2014 - Present
Telerx February 2014 - September 2014
Cigna January 2014 - February 2014
Wells Fargo August 2008 - January 2014
Education
Wilmington University 2014 — 2016
Master of Business Administration (MBA)
Penn State University 2010 — 2012
History
Wells Fargo June 2011 - Present
Charlotte Russe October 2009 - Present
Education
Penn State University 2010 — 2013
bachelors of humanities, Communication and Media Studies
Citizens Investment Services April 2015 - Present
Merrill Lynch September 2012 - April 2015
Wells Fargo Advisors October 2011 - September 2012
Wells Fargo August 2010 - September 2012
Skills
Financial Analysis, Financial Services, Investments, Portfolio Management, Series 63, Series 7, Strategic Financial..., Wealth Management
Education
Penn State University 2005 — 2009
Bachelor of Science (B.S.), Marketing
PHH Mortgage April 2013 - Present
Fogo de Chão March 2007 - June 2013
Wells Fargo November 2011 - April 2013
MetLife January 2008 - May 2008
Skills
MS Office Suite (Excel,..., Credit, Loans, Small Business Lending, Lines Of Credit, Commercial Lending, Consumer Lending, Banking, Credit Risk, Loan Origination, Retail Banking, Portfolio Management, Branch Banking, Relationship Management, Cross Selling, Sales, Outlook, Financial Institutions, Financial Analysis, Finance, Financial Services, Mutual Funds, Investments
Education
Penn State University 2003 — 2009
Bachelor of Business Administration (B.B.A.), Accounting and Finance
RiskSpan January 2013 - Present
BlackRock May 2011 - December 2012
Wells Fargo January 2009 - January 2011
Wachovia Bank January 2006 - December 2008
First Union Bank June 1998 - December 2005
KPMG May 1990 - June 1998
US Army 1984 - 1987
Skills
Management Consulting, Loan Origination, Asset Management, Underwriting, Financial Analysis, Credit, Portfolio Managment, Valuation, Enterprise Risk..., Asset Managment, Portfolio Managers, Loans, Structured Finance, Real Estate, Banking, Commercial Real Estate, Financial Services, Portfolio Management, Mergers & Acquisitions, Finance, Financial Structuring, Financial Risk, Risk Management, Investment Properties, Consulting, Compliance, ORE, Forensic Analysis, Public Sector Accounting, Credit Management, Investment Banking, CMBS, Securities, Statutory Compliances, Capital Markets, Management, Due Diligence
Education
Penn State University
B.S., Accounting
Wells Fargo February 2012 - Present
Credit Suisse August 2008 - February 2012
Credit Suisse First Boston August 2008 - January 2011
Barclays Capital November 2007 - August 2008
Bear Stearns February 2007 - October 2007
Barclay's Capital July 2006 - February 2007
Bear Stearns May 2005 - February 2006
EA 2004 - 2005
Computer Sciences Corporation 2000 - 2004
UBS 1988 - 1996
Education
Pangbourne College
Penn State University
Bsc, Geophysics
Wells Fargo 2012 - Present
Skills
Microsoft Office
Education
Penn State University 2003 — 2007
Liberal Arts, Professional Writing
Wells Fargo April 2013 - Present
Wells Fargo Bank April 2010 - April 2013
Education
Penn State University
U.S. Trust Company of Delaware August 2014 - Present
PNC Delaware Trust Company October 2012 - August 2014
Wells Fargo June 2010 - September 2012
Wells Fargo 2007 - September 2012
Wachovia Bank December 2007 - June 2010
PricewaterhouseCoopers 2006 - 2007
Spector Gadon & Rosen, P.C. 2005 - 2006
Berwind Corporation May 2001 - July 2003
Deloitte September 1999 - May 2001
Skills
Estate Planning, Wealth Management, High Net Worth..., Asset Allocation, Portfolio Management, Wealth Management..., Investment Advisory, Investments, Mutual Funds, Securities, Series 7, Investment Management, Alternative Investments, Retirement Planning, Tax
Education
Temple University - James E. Beasley School of Law 2015 — 2017
Master of Laws (LL.M.), Tax Law/Taxation
Villanova University School of Law 2003 — 2006
Doctor of Law (J.D.)
Penn State University 1995 — 1999
Accounting/History
Wells Fargo June 2015 - Present
Philadelphia Federal Credit Union April 2014 - May 2015
PNC Financial Services July 2010 - April 2014
Welsh Road Pnc Bank April 2009 - July 2010
New York Life Insurance Company October 2007 - June 2008
Skills
Coaching, Analysis, Management Consulting, Sales Management, Training & Development, Team Building, Banking, Customer Service, Problem Solving, Foreign Languages, Sales, Budgets, Training, Leadership, Management, Finance, Business Development, Financial Services, Retail, Cross Selling, Retail Banking, Lines Of Credit, Loan Origination, Branch Banking, Event Planning, Social Networking, Team Leadership, Loans, Employee Training, Credit, Marketing, Mortgage Lending
Education
Penn State University 2004 — 2008
Bachelor's degree, Business Science, Financial Services Option
Franklin Learning Center 2003 — 2004
Computer Technology, Computer Systems Technology
Wells Fargo July 2014 - Present
PNC May 2012 - July 2014
American Express April 1990 - January 2012
Brooks Card Solutions, LLC May 2009 - December 2010
Expedia April 2008 - April 2009
Skills
Sales Management, Portfolio Management, Pipeline Management, Strategic Sales, New Business Development, Salesforce.com, Account Management, Direct Sales, Strategic Partnerships, B2B, Customer Acquisition, Business Development, Sales, Sales Process, Customer Retention, Marketing Strategy, Solution Selling, Strategic Planning, Contract Negotiation, CRM, Enterprise Software, Product Marketing, Leadership, Management, E-commerce, Lead Generation, Training, Cold Calling
Education
Penn State University
Bachelor of Business Administration (B.B.A.), Business/ Marketing
Wells Fargo January 2015 - Present
Penn State University August 2013 - December 2014
Penn State University October 2012 - December 2014
Wells Fargo May 2014 - August 2014
S&A Homes August 2013 - April 2014
Hollidaysburg Community Partnership June 2013 - August 2013
Wiley Corporation May 2013 - August 2013
Altoona Curve April 2009 - August 2013
Lakemont Park May 2011 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Event Planning, Photoshop, Customer Service, Event Management, Public Relations, Public Speaking, Editing, Social Networking, Research, Marketing, Teamwork, Time Management, Social Media Marketing, Facebook, Project Planning
Education
Penn State University 2012 — 2014
Bachelor's Degree, Finance, Concentration in Real Estate, 3.82
Bishop Guilfoyle High School 2008 — 2011
High School
Hajoca Corporation October 2013 - Present
Intertek August 2012 - October 2013
hibu / Yellowbook February 2010 - August 2012
Yellowbook / hibu October 2008 - February 2010
Yellowbook / hibu June 2008 - October 2008
Wells Fargo May 2007 - June 2008
Shakespeare Globe Center Australia February 2006 - July 2006
Skills
Online Advertising, Lead Generation, Advertising, Social Media Marketing, SEO, Marketing Strategy, Google Adwords, SEM, Marketing, PPC, Press Releases, Product Development, Product Management, Product Marketing, Management, Sales, Sales Management, Customer Service, Microsoft Office
Education
Penn State University 2003 — 2007
Bachelor’s Degree, Marketing, 3.21
The University of Sydney 2006 — 2006
Gymboree June 2014 - October 2014
Bank of America June 2012 - January 2014
Bank of America February 2012 - June 2012
Wells Fargo October 2011 - February 2012
Macy's June 2011 - February 2012
Staples September 2008 - May 2011
Skills
Customer Service, Sales, Merchandising, Time Management, Microsoft Office, Cross Selling, Interpersonal Skills, Management, Professionalism, Organizational Structure, Fast learner, Retail, Retail Banking, Customer Marketing..., Microsoft Excel, Microsoft Word, PowerPoint, Relationship Building, Telesales, Inbound sales, Suggestive Selling, Account Management, Analytics, Brand Awareness, Training, Teamwork, Leadership
Education
William Paterson University of New Jersey 2012 — 2015
Bachelor of Science (B.S.), Marketing, 3.5 GPA
Penn State University 2008 — 2011
Associate of Science (A.S.), Business Administration and Management, General
Wells Fargo April 2015 - Present
Wells Fargo Advisors April 2015 - Present
Education
Cedartown High School
Diploma
Penn State University
Bachelor of Science (B.S.)
Mortgage financial solutions June 2015 - Present
Mortgage Solutions Financial June 2015 - Present
Wells Fargo March 2014 - April 2015
JP Morgan Chase July 2010 - February 2014
Scout Mortgage July 2006 - June 2010
First Mutual Mortgage Corporation July 2000 - June 2006
Skills
Microsoft Office, Residential Mortgages, Refinance, Mortgage Lending, Customer Service, Mortgage Banking, Microsoft Excel, FHA
Education
Penn State University
Business managment and economics
International Cruise and Excursions, Inc. July 2014 - Present
Headwaters, Inc April 2014 - July 2014
Scottsdale Insurance Company August 2013 - April 2014
Mutual of Omaha October 2012 - August 2013
Mutual of Omaha April 2011 - October 2012
Wells Fargo June 2004 - January 2011
Advertising Checking Bureau 2003 - 2004
Arizona Department of Health Services July 2002 - May 2003
WorldCom 2000 - 2002
Skills
T-SQL, Databases, Microsoft SQL Server, Troubleshooting, SSIS, SQL, Database Design, Database Administration, Business Intelligence, Business Analysis, Crystal Reports, ETL, Oracle, Disaster Recovery, Windows Server, Data Modeling, IIS, Software Development
Education
Penn State University 1987 — 1990
Associate's degree, Mechanical Engineering
SQL Saturday
Wells Fargo January 2013 - Present
Drexelbrook Catering July 2010 - December 2012
Wells Fargo September 2009 - June 2010
Wells Fargo March 2009 - September 2009
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Building Relationships, Management, Public Speaking, Sales, Leadership, Training, CRM, Time Management, Direct Sales, Sales Operations, Sales Process, Recruiting, Banking, Sales Management
Education
Penn State University 2005 — 2009
Bachelor of Business Administration (BBA), General Sales, Management and Marketing, Worked 40+ hour work weeks while achieving a consistent 3.6+ GPA
Euler Hermes North America August 2015 - Present
Eddie's of Roland Park October 2011 - August 2015
Wells Fargo September 2009 - October 2011
Home Paramount January 2007 - November 2008
MBNA January 2001 - July 2005
Education
Penn State University
Bachelor’s Degree, Psychology
The Tech Museum of Innovation September 2013 - Present
Raging Waters - Palace Entertainment April 2012 - September 2013
Wells Fargo May 2011 - April 2012
Sesame Place - Sea World Parks & Entertainment March 2009 - September 2010
Sesame Place - Sea World Parks & Entertainment March 2006 - March 2009
Enterprise Rent-A-Car January 2005 - March 2006
Skills
Event Planning, Software Documentation, Budgets, Customer Service, Leadership, Management, Training
Education
Penn State University 2000 — 2004
B.S., Marketing
Expand Research - A Company of The Boston Consulting Group September 2015 - Present
Bank of America Merrill Lynch July 2014 - December 2014
Wells Fargo July 2013 - December 2013
Skills
Microsoft Excel, Accounting, Teamwork, Microsoft Word, Finance, Bloomberg Software, Time Management, Access, Fixed Income, Basel III, Equities, Investments, PowerPoint
Education
Northeastern University 2012 — 2015
Bachelor's degree, Finance and Insurance
Penn State University 2011 — 2012
Bachelor's degree, Finance
Tyoga Container Company September 2013 - Present
Tyoga Container Company March 2013 - September 2013
Scully's on the Bayou March 2006 - December 2012
Wells Fargo 1997 - 2009
Wells Fargo Financial 1997 - 2009
Skills
Operations Management, Credit Analysis, Finance, Sales, Sales Management, Credit Management, Supply Chain, Logistics Consulting, Load Design, International Shipping, National Accounts, Credit Reporting, Mortgage Insurance, Collections, Collection Strategy, ADP Payroll, Sales Hiring, Underwriting, Small Business Lending, Banking, Supply Chain Management, Inventory Management, Team Building, Management
Education
Penn State University 1991 — 1994
Bachelor of Science (BS), Finance, General
ITCON Services August 2015 - Present
ITCON Services August 2014 - August 2015
Prudential Financial November 2012 - August 2014
City of Philadelphia June 2009 - August 2009
Independence Blue Cross July 2008 - August 2008
Comcast July 2007 - August 2007
Wells Fargo July 2006 - August 2006
Skills
Java, HTML, SQL, Microsoft Office, SAP, Project Management, Insurance, Vendor Management, Windows, Visio, Business Analysis, Microsoft Excel, Access, Analysis, Leadership, Payroll, Management
Education
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Management Information Systems, General
Parkway Center City High School 2004 — 2008
Wells Fargo 1992 - Present
Citicorp 1980 - 1988
Skills
SDLC, Mortgage Lending, Banking, Business Analysis, Loans, Risk Management, Financial Services, Retail Banking, Process Improvement, Financial Risk, Mergers & Acquisitions, Credit, Relationship Management
Education
Penn State University
Penn State University
Master of Business Administration (MBA)
St. John's University
Bachelor of Science (B.S.)
Headway Workforce Solutions July 2015 - Present
Headway Workforce Solutions December 2013 - Present
Hampton Inn & Suites Raleigh Downtown (Prime Investments) August 2012 - October 2013
Comfort Suites Regency Park (Prime Investments) September 2010 - September 2012
Wells Fargo January 2010 - August 2010
Verizon Wireless September 2008 - January 2010
Hotel State College & Company January 2004 - August 2008
Skills
Event Planning, Account Management, Hospitality, Hotels, Event Management, Customer Service, Microsoft Office, Hospitality Industry, Sales Management, Cold Calling, Sales, Marketing, Hospitality Management, Social Media Marketing, Food & Beverage, Tourism, Social Networking, Budgets, Customer Satisfaction, Contract Negotiation, Trade Shows, Team Building, Leadership
Education
Penn State University
Wells Fargo April 2015 - Present
TZ Insurance Solutions November 2013 - April 2015
Vertex Solutions - Where Ideas Come Together December 2010 - October 2013
David A. Straz, Jr. Center for the Performing Arts April 2012 - December 2012
Tampa Bay Performing Arts Center September 2011 - April 2012
Hillsborough Community College April 2011 - December 2011
TriNet May 2010 - December 2010
Scicom, Inc January 2006 - March 2010
Chase May 2004 - September 2005
CHASE CARD SERVICES, INC January 1990 - May 2004
Skills
Six Sigma, Change Management, Strategic Planning, Project Management, Leadership Development..., Management, Team Leadership, IT Strategy, Call Center, Performance Management, Telecommunications, Quality Assurance, Program Management, Operations Management, Process Improvement, Business Strategy, Vendor Management, MS Project, Budgets, Training, Team Building, Leadership, Start-ups, Customer Satisfaction, SDLC, Risk Management, Forecasting, Cross-functional Team..., Coaching, Business Analysis, BPO, Business Process, Outsourcing, Strategy, CRM, Customer Retention, Call Centers, Analysis, PMO, Resource Management, Process Management, Executive Management, Management Consulting, Service Delivery, Customer Experience, Marketing, Organizational..., Written & Oral..., Executive Reporting, E-commerce
Education
Penn State University 1983 — 1987
BS, Marketing
Hillsborough Community College 2011 — 2011
Certificate, Professional Coaching Certificate
National Personal Training Institute 2012 — 2012
Diploma, Personal Trainer
First Hope Bank October 2013 - Present
Wells Fargo January 2013 - September 2013
Cambridge Trust Company May 2005 - January 2013
Crate and Barrel 2011 - 2011
South Shore Savings Bank August 2004 - May 2005
UnitedTrust Bank December 2002 - April 2004
Merrill Lynch 2001 - 2001
Skills
Credit, Banking, Loans, Analysis, Cash Flow, Financial Analysis, Excel, Credit Analysis, Microsoft Office, Credit Risk, Stress Testing, Commercial Lending, Accounting, Financial Services, Management, Microsoft Excel, Financial Modeling, Finance, Commercial Banking
Education
Suffolk University - Sawyer Business School 2005 — 2007
MBA, Concentration Finance
Penn State University 1998 — 2001
BS, Finance and International Business
Wachovia, A Wells Fargo Company September 2011 - Present
Wells Fargo October 2010 - August 2011
Wells Fargo December 2009 - August 2010
Skills
Customer Service, Financial Analysis, Sales, Microsoft Excel, Relationship Management, Microsoft Office, Portfolio Management, Management, Underwriting, Consumer Lending, Strategic Planning, PowerPoint, Sales Management, Microsoft Word, New Business Development, Marketing, Wealth Management, Coaching, Account Management, Budgets
Education
Penn State University 2005 — 2009
Bachelor's degree, Business Administration and Management, General
Wells Fargo March 2014 - Present
Thomson Reuters May 2010 - March 2014
Thomson Reuters December 2003 - May 2010
International Paper May 2002 - August 2002
Skills
Integration, Solution Architecture, SAP R/3, Enterprise Architecture, ERP, IT Management, Vendor Management, Requirements Analysis, Databases, Cloud Computing, Enterprise Software, Enterprise Solution..., XML, Solutions Design, IT Strategy, Business Analysis, Vendor Relationships, Web Services, Software Documentation, Solution Development, SAP FICO, SAP Procurement, C#, .NET, SAP SRM, System Requirements, SOAP
Education
University of Minnesota-Twin Cities 2004 — 2009
Masters, Computer Science
Penn State University 1998 — 2003
Bachelors, Meteorology & Computer Science
Capital One March 2012 - Present
Portfolio Recovery Associates, Inc. February 2010 - March 2012
AppleOne April 2008 - January 2010
AppleOne Employment Services 2008 - 2010
Wells Fargo June 2005 - October 2007
Chrysler Financial May 2001 - July 2005
Skills
Credit Analysis, Talent Acquisition, New Business Development, Management, Recruiting, Sourcing, Negotiation, Leadership Development, Leadership, Account Management, Call Center, Credit, Time Management, Process Improvement, Hiring, Sales, Employee Relations, Onboarding, Applicant Tracking..., Coaching, Customer Satisfaction, Operations Management, Collections, Customer Service, Employee Benefits, Employee Training, Training, Call Centers, Performance Management, Selling, Temporary Placement, Vendor Management, Technical Recruiting, Cold Calling, Interviews
Education
Penn State University 1996 — 2000
B.S., Administration of Justice
Wells Fargo November 2014 - Present
Bank of America June 2009 - November 2014
Bank of America April 2007 - June 2009
Bank of America April 2005 - April 2007
Bank of America February 2003 - April 2005
Bank of America October 2001 - February 2003
Pinkerton Services Group April 2000 - October 2001
Bank of America, Private Bank March 1999 - April 2000
Skills
Web Analytics, Information Management, Direct Marketing, Tableau, Dashboards, Cognos, SSIS, QlikView, Microstrategy, Omniture, SSAS, Analysis, Balanced Scorecard, SQL, SQL Server, Information Architecture, DoubleClick, SAS, Analytics, Business Intelligence, Data Analysis, Data Mining, Business Analysis, Teradata, Business Objects, Visio, Data Warehousing, Data Visualization, Database Marketing, ETL, Statistical Modeling, Data Modeling, Optimization, Access, Business Intelligence..., Crystal Reports, Segmentation, Process Improvement, VBA, SSRS, Process Engineering, Application Development, Predictive Analytics, SDLC, Data Management, Database Design, Business Process..., Predictive Modeling, Campaign Management, Data Integration
Education
University of North Carolina at Charlotte - Belk College of Business 1996 — 1998
BS, BA, Finance, Economics
Penn State University
Graduate Certificate in Applied Statistics, Statistics
Wells Fargo April 2014 - August 2014
Skills
Microsoft Excel, Microsoft Word, Microsoft Access, IBM Cognos, Gephi, French (elementary)
Education
Penn State University 2011 — 2015
Management Information Systems, General
Wells Fargo January 2008 - Present
HSBC 2003 - 2007
Conseco Finance 2001 - 2003
CIT 1999 - 2001
EquiCredit Corp 1993 - 1999
Skills
Management, Banking, Credit, Loans, Risk Management, Portfolio Management, Financial Analysis, Mortgage Lending, Credit Analysis, Mortgage Banking
Education
Penn State University 1984 — 1988
Bachelor of Science, Business Management
AmerisourceBergen July 2015 - Present
BlackRock October 2013 - July 2015
Lincoln Financial Group March 2012 - October 2013
Lincoln Financial Group August 2010 - March 2012
Lincoln Financial Distributors 2010 - 2010
Wells Fargo 2009 - 2010
Albrecht Events, LLC 2008 - 2010
Skills
Recruiting, Sales, Event Planning, Insurance, Customer Service, Management, Access, Microsoft Excel, Relationship Management, Budgets, Employee Benefits, Microsoft Office, Fixed Annuities, Operating Budgets, Leadership, Finance, Human Resources
Education
West Chester University of Pennsylvania 2013 — 2015
Master of Public Administration (MPA), Human Resources Management and Services
Penn State University 2005 — 2009
Bachelor, Communications
Wells Fargo March 2015 - Present
Barclays USA 2009 - 2015
JP Morgan Chase January 2009 - June 2009
JP Morgan Chase July 2006 - December 2008
JP Morgan Chase July 2004 - June 2006
Skills
Business Intelligence, Analytics, Portfolio Management, Credit Cards, Database Marketing, Statistical Modeling, Credit Risk, CRM, Risk Management, Data Mining, Credit, SAS, Strategy
Education
Penn State University
MS, Ph.D., Applied Economics, Consumer Behavior, Econometrics
Wells Fargo October 2014 - Present
Wells Fargo October 2000 - September 2014
Wachovia December 2005 - January 2007
Dickens Mitchener October 1999 - October 2000
Skills
Portfolio Management, Risk Management, Relationship Management, Vendor Management, Project Management, Strategic Planning, Asset Management, Process Improvement, Management, Banking, Financial Analysis, Real Estate, Mergers & Acquisitions, Human Resources, Business Analysis, Business Process...
Education
Penn State University 1991 — 1995
Staples December 2013 - Present
Wells Fargo November 2012 - October 2013
Dell June 2012 - October 2012
MetLife (Randstad / SFN Group / SourceRight Solutions / Spherion) May 2011 - April 2012
Cisco Systems (SFN Group / SourceRight Solutions / Spherion) 2007 - May 2011
Analysts International Corporation (AIC) / New Equities 2003 - 2007
Computer Horizons 2000 - 2003
Robert Half Technology / RHIConsulting 1999 - 2000
Skills
Technical Recruiting, Talent Acquisition, Applicant Tracking...
Education
Pennsylvania State University
Bachelor of Social Science, Behavioral Science
Sallie Mae August 2014 - Present
Sallie Mae August 2011 - August 2014
Sallie Mae October 2009 - July 2011
JPMorgan Chase 2008 - November 2009
Wells Fargo Auto Finance 2003 - 2008
Wells Fargo 2003 - 2008
MBNA June 1996 - May 2003
Skills
Finance, Forecasting, SAS, Risk Management, Credit, Analysis, Analytics, Call Centers, Credit Cards, Portfolio Management, Management, Credit Risk, Process Improvement, Leadership, Banking, Business Analysis, Product Development, Financial Services, Financial Risk, Data Analysis, Executive Management, Relationship Management, Consumer Lending, Financial Modeling, Loans, Strategy, Financial Analysis
Education
Penn State University 1991 — 1996
Higgins & Welch Real Estate March 2015 - Present
Wells Fargo Home Mortgage March 2005 - December 2006
Wells Fargo June 2003 - March 2005
ADECCO October 2002 - June 2003
Bloomberg December 2001 - May 2002
Bloomberg October 1999 - December 2001
VANGUARD GROUP January 1999 - October 1999
Skills
Bloomberg, Derivatives, Securities, Mortgage Lending, Loans, Bloomberg Terminal, Fixed Income, Equities, Spanish, Credit, Credit Analysis, Currency, Consumer Lending, Mortgage Banking, Loan Origination, Mutual Funds
Education
Penn State University 1995 — 1998
B.S., Economics and International Business
Universidad de Sevilla 1997 — 1997
Economics
Wells Fargo May 2014 - Present
Wells Fargo April 2012 - May 2014
Wells Fargo January 2010 - March 2012
Wachovia Bank January 2007 - December 2009
Waste Management 2003 - 2007
Skills
Cold Calling, Account Management, New Business Development, Customer Service, Process Improvement, Proposal Writing, Strategic Planning, Negotiation, Sales, Contract Negotiation, Mergers, Relationship Management, Microsoft Office, Credit, Financial Analysis, Business Development, Pricing, Marketing Communications
Education
Temple University - Fox School of Business and Management 2010 — 2014
MBA, Corporate Finance Concentration
Penn State University 1997 — 2001
Bachelor of Science (BS), Finance, General
Wells Fargo September 1995 - Present
Wachovia Bank 1995 - Present
Skills
Banking, Business Analysis, IT Strategy, Vendor Management, Enterprise Architecture, Budgets, SDLC, Leadership, Program Management, Software Project..., Integration, Risk Management, SOA, Visio, Business Intelligence, Management, Requirements Analysis, Solution Architecture, Business Requirements, Data Warehousing, Process Improvement, Cross-functional Team..., SharePoint
Education
University of North Carolina at Charlotte - Belk College of Business 1997 — 2000
MBA, IT Management
Penn State University 1989 — 1993
B.S., Electrical Engineering
Wells Fargo March 2005 - Present
Prudential Financial June 1997 - July 2004
First Investors Corporation 1992 - 1996
Education
Pennsylvania State University 1988 — 1992
Bank of the West March 2014 - Present
Wells Fargo Bank January 2005 - September 2013
Wells Fargo September 2000 - January 2005
JPMorgan Chase 1999 - 2000
Skills
Loans, Commercial Lending, Commercial Banking, Banking, Small Business Lending, Operational Risk..., Process Improvement, Leadership, Change Management, Portfolio Management, Credit Risk, Risk Management, Accounting Management, Treasury Management, Financial Services, Vendor Management, Credit, Financial Analysis, Credit Analysis, Lines Of Credit, Risk Assessment, Data Integrity, Sarbanes-Oxley, Compliance
Education
Graduate School of Retail Bank Management 2006 — 2009
Penn State University 1982 — 1986
Bachelor of Science (BS), Finance
Bryn Mawr Communications July 2014 - Present
Brand.com July 2013 - June 2014
eMoney Advisor February 2011 - July 2013
eMoney Advisor February 2010 - February 2011
Wells Fargo July 2009 - February 2010
Nordstrom May 2008 - August 2008
Skills
Salesforce.com, Marketing, Customer Service, PowerPoint, Account Management, Social Media, Microsoft Excel, Marketing Communications, Management, Social Media Marketing, Digital Marketing, Business Strategy, Sales, SEO, SEM, Google Analytics, Crisis Management, Process Improvement, Content Marketing, Contract Negotiation, Lead Generation, Pricing Strategy, Qualifying Prospects, Forecasting, Communication Skills, Leadership, CRM, Public Speaking, Training, Event Planning, Team Building, Sales Management, Microsoft Word, Teamwork, Facebook, Microsoft Office
Education
Penn State University 2005 — 2009
Bachelor of Science (B.S.), Marketing with Minors in International Business and Supply Chain & Information Sciences
Country Day School of the Sacred Heart
Wells Fargo January 1995 - Present
Skills
Banking, Management, Consumer Lending
Education
Penn State University 1988 — 1993
BS, Mathematics
American Credit Acceptance July 2011 - February 2014
wells fargo November 2002 - July 2011
Wells Fargo Financial January 1997 - November 2002
Wells Fargo Financial March 1991 - 1997
Wells Fargo Financial March 1989 - 1991
Skills
Banking, Finance, Credit, Loans, Credit Risk, Loan Servicing, Credit Analysis, Loss Mitigation, Call Centers, Credit Cards, Customer Service, Executive Management, Forecasting, Leadership, Risk Management, Portfolio Management, Financial Analysis, Consumer Lending, Management, Collections, Program Management, Relationship Management, Mortgage Lending, Accounting, Goal-oriented..., Underwriting, Financial Risk, Budgets, Customer Satisfaction
Education
Penn State University 1984 — 1988
BS, Finance
Guild Mortgage May 2015 - Present
Citi January 2014 - May 2015
JPMorgan Chase Bank March 2013 - January 2014
Vantage West Credit Union October 2010 - March 2013
Bank of America October 2008 - May 2010
Wells Fargo December 2005 - October 2008
Express One Mortgage June 2004 - December 2005
AmeriWest Mortgage January 2001 - May 2004
Federated Department Stores September 1998 - January 2003
Murphy Family Farms - now Smithfield Foods May 1994 - August 1998
Skills
Mortgage Lending, Mortgage Banking, Residential Mortgages, Funding, FHA financing, VA loans, Jumbo Mortgage, Credit Unions, Credit Analysis, Loan Origination, Home Equity Loans, Loan Servicing, Mortgage Processing, Loss Mitigation, Agribusiness, Biosecurity, Human Resources, Continuous Improvement, Animal Husbandry, Call Centers, Production Managment, Finance, Underwriting, FHA
Education
Penn State University 1985 — 1993
BS, Agricultural Business Management
Wells Fargo February 2011 - Present
TD Bank, NA June 2007 - February 2011
Wachovia Bank 1991 - 2007
Skills
Credit, Commercial Lending, Wealth Management, Commercial Banking, Banking, Credit Analysis, Series 7, Retail Banking, Consumer Lending, Investments, Loans, Small Business Lending, Mortgage Lending, Private Banking
Education
Penn State University 1979 — 1981
M.B.A., Finance, International Business
Wilkes University
Business Administration, Economics, Industrial Relations
Well Fargo 2010 - Present
Wells Fargo 2009 - 2010
Wachovia Bank 2008 - 2010
Wachovia Bank June 2003 - June 2007
Wachovia, A Wells Fargo Company 1996 - 1998
Skills
Banking, Sales Management, Customer Experience, Strategic Communications, Strategic Planning, Small Business, Retail Banking, Relationship Management, Financial Services, Mortgage Lending, Analytics, Leadership, Credit, Vendor Management, Financial Analysis, Risk Management, Mergers & Acquisitions
Education
Penn State University
BS, Quantitative Business Analysis
Santander Bank, N.A. September 2012 - Present
Wells Fargo February 2009 - September 2012
Preston marketing concepts July 2007 - March 2012
Home Finance of America December 2006 - August 2008
American Financial Marketing December 2005 - December 2006
Skills
Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Loans, Mortgage Lending, Sales, Small Business Lending
Education
Penn State University 2002 — 2006
Bachelor of Science (BS), Business Administration, Management and Operations
Wells Fargo April 2012 - Present
Susquehanna Bank September 2009 - April 2012
M&T Bank June 2008 - September 2009
Wachovia, A Wells Fargo Company June 2004 - June 2008
Skills
Commercial Banking, Commercial Lending, Small Business Lending, Loans, Credit, Credit Analysis, Consumer Lending, Banking, Lines Of Credit, Commercial Mortgages, Retail Banking, Mortgage Lending, Portfolio Management, Credit Risk, Financial Analysis
Education
Penn State University
Bachelor of Science (BS), Finance
Pennsylvania College of Technology 1992 — 1994
Associate's degree, Civil Engineering Technology/Technician
Pennsylvania College of Technology 1990 — 1992
Asoociate's degree, Electrical and Electronics Engineering
Shikellamy 1986 — 1990
Babson Capital Management August 2013 - Present
Wells Fargo August 2010 - August 2013
Merrill Lynch May 2008 - July 2010
Merrill Lynch February 2008 - May 2008
Merrill Lynch June 2006 - February 2007
Johnson & Johnson January 2005 - July 2005
Skills
Finance, Alternative Investments, Financial Modeling, Financial Reporting, Financial Analysis, Corporate Finance, Real Estate, Bloomberg, Series 7, Microsoft Excel, Financial Accounting, Hedge Funds, Managed Futures, Commodity, Series 66, Series 3
Education
University of North Carolina at Chapel Hill 2015 — 2017
Master of Business Administration (MBA)
Penn State University 2002 — 2006
B.S., Finance
Wells Fargo June 1998 - Present
Skills
Coaching, Public Speaking, Leadership, Sales, Team Building, Research, Risk Management, Business Analysis, Program Management, Marketing
Education
Penn State University 1994 — 1998
Bachelor of Arts (B.A.), Anthropology
Wells Fargo March 2014 - Present
Wells Fargo March 2012 - March 2014
Wells Fargo August 2010 - March 2012
Barclays July 2009 - August 2010
Grant Thornton August 2008 - June 2009
KPMG June 2007 - August 2007
Skills
Auditing, Internal Controls, Accounting, Sarbanes-Oxley Act, Banking, Financial Risk, Financial Analysis, Financial Accounting, Risk Management, GAAP, AML, US GAAP, Capital Markets, Cash Management, Risk Assessment, Financial Institutions, Finance, Credit Risk, Enterprise Risk..., Internal Audit
Education
Penn State University 2004 — 2008
B.S., Accounting
Wells Fargo October 2011 - Present
Wells Fargo September 2009 - April 2012
Wachovia Capital Partners December 2006 - September 2009
Wachovia Securities, LLC September 2005 - December 2006
NCB June 2003 - September 2005
Wachovia Securities, LLC May 2002 - June 2003
First Union Securities February 1999 - May 2002
Skills
Capital Markets, Portfolio Management, Financial Analysis, Asset Management
Education
Strome College of Business 2003 — 2005
MBA
Penn State University 1993 — 1997
BS, Secondary Ed - Biology
Wells Fargo February 2004 - Present
Wells Fargo Home Mortgage February 2004 - Present
New Home Builder Services, LLC May 1999 - December 2003
Education
Queens University of Charlotte 2000 — 2004
MBA, Finance
Penn State University 1991 — 1995
B.S, Chemical Engineering
Irmo High School 1988 — 1991
Federal Reserve Bank of Richmond May 2015 - Present
Wells Fargo May 2013 - May 2015
PNC Bank February 2012 - May 2013
PNC Bank June 2010 - February 2012
De Lage Landen May 2006 - April 2010
PFPC 2003 - 2006
Skills
Financial Analysis, Risk Management, Portfolio Management, Credit, Valuation, Loans, Financial Risk, Credit Cards, Analytics, Credit Risk, Financial Modeling, Analysis, Basel II, Investments, Management, Banking
Education
Penn State University 2010 — 2011
Graduate Certificate
University of Baltimore 2001 — 2002
M.Sc.
Fairleigh Dickinson University 1996 — 1999
Bachelor of Science
Sioux Falls School District 2010 - Present
Dakota Security Systems Inc 2009 - 2010
Turner County Sheriff's Office January 2003 - April 2009
Norstan Communications December 2001 - December 2002
High Wire Networks May 2001 - December 2001
Wells Fargo December 1999 - May 2001
Skills
Security, Team Building, CCTV, Customer Service, Strategic Planning, Surveillance, Training, Leadership, Access Control, Physical Security
Education
Western Governors University 2007 — 2009
B.A., Education
Penn State University 2003 — 2007
Associate of Arts (AA), Letters, Arts, and Sciences
United States Army Reserve March 2010 - Present
United States Army Reserve July 2011 - December 2013
Wells Fargo September 1991 - September 2010
Skills
Portfolio Management, Loans, Mortgage Banking, Banking, Leadership, Credit, Investments, Analysis, Management, Mergers & Acquisitions, Wealth Management
Education
Penn State University 1981 — 1983
Bachelor Science (B.S.), Economics
THE HILL SCHOOL
ERM: Environmental Resources Management May 2014 - Present
Wells Fargo January 2014 - May 2014
Wells Fargo August 2013 - December 2013
Skills
Environmental..., Environmental Science, Environmental Awareness, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Environmental Impact..., AutoCAD, Teamwork, Sustainability, Matlab, Soil Sampling, Dispersion Modeling, Storm Water Pollution..., Environmental Health, Environmental Compliance, Weather Analysis, Weather Forecasting, Renewable Energy
Education
Penn State University 2009 — 2013
Bachelor of Science (BS), Environmental Systems Egineering
UpLift Solutions April 2015 - Present
Citizens Bank April 2011 - April 2015
Wachovia, A Wells Fargo Company March 2008 - March 2011
Wells Fargo March 2006 - March 2008
Signature Financial Group (SFG) August 2005 - March 2006
Skills
Banking, Mortgage Lending, Credit, Consumer Lending, Credit Analysis, Loans, Small Business Lending, Branch Management, Deposits, Coaching, Team Building, New Business Development, Relationship Management, Insurance, Portfolio Management, Series 6, Series 63, Mutual Funds, Investments, Sales Management, Sales, Customer Service, Business Planning, Commercial Lending, Cross Selling, Retail Banking, Commercial Banking, Commercial Mortgages, Financial Analysis
Education
Penn State University
Wells Fargo December 2013 - Present
Royal Bank America July 2013 - December 2013
The Bancorp Bank March 2012 - June 2013
The Bancorp Bank September 2010 - February 2012
Tandem Uehling June 2010 - August 2010
Media Station Apartments May 2008 - August 2008
Skills
Commercial Lending, Portfolio Management, Credit, Underwriting, Alternative Investments, Banking, Financial Analysis, Financial Risk, Financial Modeling, Wealth Management, Investments, Financial Services, Finance, Commercial Banking, Relationship Management, Credit Risk, Small Business Lending, Cash Management, Credit Analysis, Commercial Mortgages, Commercial Real Estate, Mortgage Lending
Education
Penn State University 2006 — 2010
BS, Management, Finance, Real Estate
Wells Fargo July 2011 - Present
LKQ Corporation July 2010 - July 2011
Venice Auto Parts June 2004 - July 2010
Wachovia June 2000 - May 2004
Education
Penn State University 1996 — 2000
BS, Finance
Wake Health Services, Inc October 2013 - Present
RBC Bank July 2012 - September 2013
Waketech December 2011 - December 2012
Grid Financial Services, Inc. August 2011 - July 2012
Wells Fargo 2008 - July 2011
Wells Fargo 2005 - 2008
Skills
Underwriting, Mortgage, Mortgage Lending, Credit, Loans, Banking, Microsoft Office, Tax Returns, Financial Analysis, Sales, Analysis, Financial Services, USDA, Financial Risk, Residential Mortgages, Loan Origination
Education
Wake Technical Community College 2009 — 2011
A.S., Accounting, 4.0
Penn State University 1992 — 1997
B.S., Criminal Justice
Wrigley October 2014 - Present
Wells Fargo March 2013 - 2014
Enterprise Fleet Management June 2011 - January 2013
Enterprise Rent-A-Car July 2009 - June 2011
Enterprise Rent-A-Car August 2008 - March 2011
Garber Automotive Group May 2003 - May 2008
Skills
Technical Recruiting, Recruiting, Consulting, Talent Acquisition, Marketing Strategy, Cold Calling, Sales Process, CRM, Direct Sales, Team Building, Negotiation, Coaching, Lead Generation, Sales Presentations, Team Leadership, Strategic Planning, Training, New Business Development, Sales Operations, Profit, Salesforce.com, Leadership, Customer Retention, Customer Service, Selling, Forecasting, Business Planning, Outside Sales, Budgets, Business Strategy, Contract Negotiation, Advertising, Building Relationships, Employee Training, Process Improvement, Selling Skills, Time Management, Solution Selling, Marketing Communications, Social Media Marketing, Hiring, Operations Management, Market Planning, Social Networking, P&L, Sourcing, Retail, Automotive, Employee Benefits, Inventory Management
Education
Penn State University 1997 — 2002
Bachelors, Business
Wells Fargo June 2011 - Present
Pitney Bowes at Bank of America April 2003 - June 2011
Kinko's April 1994 - April 2003
Skills
Process Improvement, Banking, Sales, Microsoft Office, Microsoft Excel, Management, Customer Satisfaction, Project Management, Visio, Leadership, Outlook, Team Leadership, Project Delivery, Delegate Management, Communication, Detailed Organization, Close Attention to..., Dependable Team Player, High Level Of Accuracy, Goal-oriented..., Oracle Applications, Adobe Creative Suite
Education
Penn State University 1990 — 1993
Associate's degree, Electromechanical Instrumentation and Maintenance Technologies/Technicians
Bank of America April 2012 - Present
New Day Financial January 2010 - March 2012
Wells Fargo July 2005 - December 2010
Education
Penn State University 2001 — 2005
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Susquehanna Bank April 2006 - Present
US Army 2002 - 2009
Ag Choice Farm Credit August 2003 - March 2006
Wells Fargo April 1987 - July 2002
Skills
Loans
Education
Penn State University 1975 — 1979
Bachelor of Science (BS), Soil Science and Agronomy, General
PA Office of Attorney General January 2012 - Present
Wells Fargo September 1993 - August 2010
Skills
PowerPoint, Microsoft Office, Finance, Customer Service, Banking, Fraud, Financial Analysis, Outlook, Compliance, Supervisory Skills, Microsoft Word, Microsoft Excel, Research, Risk Management, Training, Sales, Access, Time Management, Financial Services, Leadership, Data Entry, Process Improvement
Education
Penn State University 1983 — 1987
Bachelor of Science (BS), Hotel, Motel, and Restaurant Management
Hotwire Communications LLC January 2015 - Present
Wells Fargo July 2012 - December 2014
TD Bank Group February 2012 - July 2012
Wells Fargo April 2010 - January 2012
Skills
Banking, Credit, Customer Service, Retail Banking, Loans, Credit Analysis, Commercial Banking, Consumer Lending, Risk Management, Negotiation
Education
Penn State University
Wells Fargo December 2012 - Present
John Staurulakis, Inc. (JSI) January 2009 - December 2012
Enterprise Rent-A-Car February 2007 - January 2009
Skills
Consulting, Cost Accounting, Forecasting, Capital Budgeting, Management, Analysis, Customer Service, Microsoft Office, Budgets, Sales, Microsoft Excel, Financial Analysis
Education
Penn State University 2002 — 2006
BS, Finance, General
Space Exploration Technologies January 2011 - Present
Zodiac Aerospace August 2006 - January 2011
Wells Fargo May 2005 - June 2006
Skills
Materials Management, Bill of Materials, Microsoft Office, MRP, Technical Writing, Process Improvement, Engineering Drawings, Demand Forecasting, Data Analysis, Requirements Analysis, Windows 7, Team-oriented, Aerospace, Project Management, Customer Service
Education
Penn State University 1999 — 2004
Bachelor's degree, Logistics, Materials, and Supply Chain Management
Wells Fargo August 2015 - Present
Bank of America October 2011 - Present
Wells Fargo March 2005 - October 2011
RR Donnelley July 1999 - June 2004
Skills
Organizational..., Process Improvement, Change Management, Banking, Business Process..., Business Analysis, Cross-functional Team..., Financial Services, Governance, Leadership, PMO, Program Management, Project Management, Project Portfolio..., Risk Management, Training, Stakeholder Management, Vendor Management, SDLC
Education
Penn State University 1994 — 1998
Wells Fargo April 2013 - Present
Louis S. Desimone Jr. Insurance Agency October 2012 - April 2013
State Farm Insurance Agency February 2012 - November 2012
TD January 2011 - February 2012
Skills
Insurance, Customer Service, Financial Services, Life Insurance, Banking, Sales, Health Insurance, Credit, Fixed Annuities, Financial Planning, Investments
Education
Penn State University
Business, Marketing and Management
U.S. Trust September 2011 - Present
Bank of America February 2010 - September 2011
Capital One March 2009 - January 2010
Grand Bank & Trust of Florida May 2008 - March 2009
Wells Fargo 1995 - 2007
Skills
Wealth Management, Investments, Portfolio Management, Private Banking, Retail Banking, Customer Service, Consumer Lending, Certificates of Deposit, Deposit Growth, Prospect Research, Direct Sales, Event Planning, Corporate Events, Volunteer Recruiting, Microsoft Office, Microsoft Excel, At Multitasking, Negotiation, Account Management, Relationship Building, Project Management
Education
Penn State University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Real Estate
Parkway High School 1982 — 1985
Acedemic
Wells Fargo February 2008 - Present
Education
Penn State University 2012 — 2016
Finance