Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Salaries. You can even request information on how much does Wells Fargo pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo directly from the past employees.
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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
The Phoenician Resort - Starwood Hotels & Resorts December 2014 - Present
W Scottsdale Hotel - Starwood Hotels & Resorts December 2014 - Present
Sheraton Wild Horse Pass Resort & Spa - Starwood Hotels & Resorts August 2013 - November 2014
Aero-Space South West 2011 - 2012
Wells Fargo 2005 - 2010
IKEA Group 2004 - 2005
Education
Arizona State University, W. P. Carey School of Business 2010 — 2010
Bachelor's degree, Computer and Information Systems
Arizona State University, W. P. Carey School of Business 2005 — 2010
Bachelor's degree, Supply Chain Management
Alliance Bank of Arizona February 2014 - Present
Wells Fargo January 2012 - February 2014
Wells Fargo Bank July 2007 - January 2012
Wells Fargo Bank October 2004 - July 2007
Wells Fargo Bank April 2002 - October 2004
Wells Fargo Bank December 1999 - April 2002
Education
Arizona State University - W. P. Carey School of Business 2004 — 2007
BS
Red Mountain High School 1996 — 1999
Legal Technology Services Company August 2014 - Present
Complete Discovery Source September 2013 - August 2014
Complete Discovery Source May 2013 - September 2013
Wells Fargo April 2012 - May 2013
Wells Fargo August 2010 - April 2012
Skills
Banking, Loans, Business Development, Relativity, Litigation Support, Consumer Lending, Financial Analysis, Small Business Lending, Lines Of Credit, Nytrix, Sales Force Development, eDiscovery, Commercial Banking, Retail Banking, Commercial Lending, Mortgage Lending, Credit, Home Equity, IPRO, Concordance, LAW
Education
Arizona State University, W. P. Carey School of Business 2008 — 2010
Business/Corporate Communications
Raritan Valley Community College 2006 — 2008
Associate's degree, Business Administration and Management, General
North hunterdon
North hunterdon
Slalom Consulting February 2015 - Present
Kurt Salmon February 2015 - February 2015
Pottery Barn October 2007 - November 2010
Gap Inc. May 2006 - October 2007
Wells Fargo September 2005 - May 2006
Intel September 2004 - June 2005
Skills
Forecasting, Strategic Planning, Business Strategy, Project Management, Financial Modeling, Capital Budgeting, Financial Analysis, Pricing Strategy, Management Consulting, Supply Chain
Education
Arizona State University - W. P. Carey School of Business 2001 — 2004
B.S, Finance, Economics
Metro Mold and Design March 2015 - Present
Lubrication Technologies Inc. May 2013 - March 2015
KPMG August 2011 - May 2013
Wells Fargo 2010 - 2011
Self-Employed 2005 - 2007
Skills
Internal Controls, Auditing, Financial Audits, US GAAP, Sarbanes-Oxley Act, Accounting, Financial Accounting, Financial Analysis, CPA, Microsoft Excel, Budgets, External Audit, Financial Statement...
Education
Arizona State University, W. P. Carey School of Business 2010 — 2011
Masters, Accountancy
Northern Arizona University-The W. A. Franke College of Business 2007 — 2010
BS, Accounting
Kingsford High
Window Rock Capital Partners August 2015 - Present
Independent September 2012 - Present
eVisit May 2015 - September 2015
Primerica January 2014 - January 2015
Wells Fargo August 2012 - June 2013
The Church of Jesus Christ of Latter-day Saints July 2010 - July 2012
U-Haul International, Inc. April 2007 - April 2008
Skills
Microsoft Excel, Leadership, PowerPoint, Microsoft Office, Public Speaking, Sales, Marketing, Microsoft Word, Customer Service, Social Media, Team Leadership, Spanish, Strategic Planning, Data Analysis, Project Management, Team Building, Training, Financial Analysis
Education
Arizona State University, W. P. Carey School of Business 2012 — 2015
Bachelor's degree, Finance, General, 4.0
CVS Health April 2015 - Present
CVS Caremark Corporation September 2013 - April 2015
Summit Health December 2012 - September 2013
CIGNA Healthcare May 2011 - December 2012
Wells Fargo August 2010 - April 2011
Wells Fargo June 2010 - April 2011
Wells Fargo June 2009 - June 2010
Wells Fargo June 2008 - May 2009
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Bachelor of Science, Marketing
University of Phoenix August 2014 - September 2015
Arizona State University August 2012 - May 2014
Wells Fargo March 2011 - February 2012
Skills
Customer Service, PowerPoint, Microsoft Excel, Sales, Microsoft Office, Microsoft Word, Time Management, Retail, Outlook, Social Media, Retail Sales, Social Networking
Education
Arizona State University, W. P. Carey School of Business 2012 — 2014
Bachelor's Degree, Business/Corporate Communications
Saddleback College 2009 — 2010
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
American Express November 2014 - Present
Affirmitech February 2014 - October 2014
Affirmitech June 2011 - February 2014
Maldonado Medical, LLC September 2010 - January 2011
Wells Fargo September 2008 - October 2010
Skills
Business Analysis, Requirements Analysis, SDLC, Data Modeling, SQL, NoSQL, Microsoft SQL Server, MongoDB, Software Development, Visio, Process Improvement
Education
Arizona State University, W. P. Carey School of Business 2005 — 2011
Bachelor of Science, Computer Information Systems
Wells Fargo Home Mortgage November 2014 - Present
American Express June 2014 - November 2014
Wells Fargo Home Mortgage January 2013 - May 2014
Wells Fargo January 2012 - January 2013
24 Hour Fitness May 2011 - January 2012
Bally Total Fitness May 2009 - May 2011
Skills
Mortgage Lending, Residential Mortgages, Sales, Sales Management, Banking, Retail Banking, Fitness, Loan Origination, Finance, Management, Sales Process, Loans, Mortgage Banking, Credit, Refinance, Consumer Lending, VA loans, FHA, Commercial Lending, Small Business, Cross Selling, Lines Of Credit, Call Centers, Home Equity Lines of..., Credit Risk, Credit Analysis
Education
Arizona State University, W. P. Carey School of Business 2007 — 2010
BS, Business Administration and Management, General
Wells Fargo Securities October 2012 - Present
Wells Fargo March 2012 - October 2012
Gulf Stream Asset Management, LLC January 2004 - December 2011
Reuters StockVal January 2001 - January 2004
Bank of America 2004 - 2004
Impact Technologies January 2000 - January 2001
Reuters - StockVal January 1994 - January 2000
Skills
VBA, ADO/ADO.NET, SQL, CLO, Visual Studio, Structured Finance, VB.NET, Equities, SDLC, Investments, Bonds, Finance, Quantitative Analytics, Trading, Fixed Income
Education
Northwestern University 2012 — 2014
Master's Degree, Predictive Analytics
Arizona State University - W. P. Carey School of Business 1989 — 1993
BS, Finance
Retail 2004 - Present
Wells Fargo 2002 - 2004
Sears, Roebuck and Co. 1978 - 2002
Skills
Sales, Customer Service, Account Management, Sales Management, Team Building, Inventory Management, Retail, Cold Calling, Sales Process, Sales Operations, Profit, Pricing, Customer Satisfaction, Forecasting, P&L, Inventory Control, Merchandising
Education
Arizona State University, W. P. Carey School of Business 1978 — 1982
Bachelor's degree, Computer Information Systems/Business/Accounting
Almich & Associates May 2015 - Present
Bridgepoint Education June 2013 - April 2015
Apollo Group January 2009 - May 2013
Arizona Public Services (APS) November 2005 - January 2009
PricewaterhouseCoopers September 2002 - November 2005
Wells Fargo August 1998 - August 2002
Motorola Computer Group 2001 - 2001
Skills
Sarbanes-Oxley Act, Financial Reporting, Accounting, Financial Analysis, Auditing, Internal Controls, GAAP, Compliance, Regulatory Requirements, Regulatory Filings, Higher Education
Education
Arizona State University - W. P. Carey School of Business 1998 — 2002
Bachelors of Science, Accountancy
University of Phoenix 2009 — 2011
Masters, Business Administration
National Institutes of Health January 2015 - Present
Apex Systems August 2013 - Present
Wells Fargo August 2011 - Present
Apex Systems 2013 - 2013
Arizona State University August 2007 - March 2009
Del Webb September 2005 - May 2007
State Farm Insurance August 2005 - May 2007
KHNY 2007 - 2007
Skills
Banking, Risk Management, Business Analysis, Portfolio Management, Credit, SDLC, Financial Analysis, Project Management, Process Improvement, Loans, Financial Services, Mortgage Lending, Relationship Management, Retail Banking, Vendor Management, Marketing Communications, Management, Sales, Marketing, Social Media, Social Media Marketing
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Arizona State University, W. P. Carey School of Business 2007 — 2011
Bachelor's degree, International Business
Wells Fargo Bank September 2013 - Present
Coinstar February 2013 - August 2013
PwC May 2012 - February 2013
Wells Fargo January 2007 - April 2012
Wells Fargo June 2005 - January 2007
Skills
CISSP, CISA, COBIT, ITIL, IT Audit, SOX 404, Training Delivery, Building Relationships
Education
University of Phoenix 2003 — 2005
Master of Science (MS), Computer Information Systems, 4.0
Arizona State University, W. P. Carey School of Business 1994 — 1998
Bachelor of Science (BS), Marketing
Wells Fargo August 2009 - Present
Valley of the Sun United Way April 2009 - August 2009
Skills
Loans, Credit, Commercial Banking, Credit Analysis, Sales, Customer Service, Portfolio Management, Commercial Lending, Financial Analysis, Cross Selling, Small Business Lending, Strategic Planning, Relationship Management, Retail Banking, Risk Management, Credit Risk, Treasury Management, Account Management, Banking, Consumer Lending, Investments, Leadership, Management, Marketing, Mortgage Lending, Sales Management, Team Building
Education
Arizona State University, W. P. Carey School of Business 2007 — 2009
Bachelor of Business Administration (B.B.A.)
Insight July 2013 - Present
Presidential Pools & Spas January 2013 - July 2013
Apollo Group July 2011 - January 2013
Apollo Group January 2009 - July 2011
Schmidt Westergard & Company, PLLC January 2008 - March 2008
Wells Fargo January 2006 - May 2007
Skills
Corporate Finance, Leadership, PeopleSoft, GAAP, Financial Reporting, General Ledger, Accounting, Microsoft Excel, Financial Analysis, US GAAP, Internal Controls, Financial Accounting, Sarbanes-Oxley Act, Fixed Assets
Education
Arizona State University, W. P. Carey School of Business 2006 — 2008
Bachelor of Science (B.S.), Accounting
The Croner Company June 2013 - Present
Tiburon Strategic Advisors September 2011 - June 2013
Financial Freedom March 2008 - August 2008
Firemans Fund Insurance Company October 2007 - March 2008
Wells Fargo October 2006 - August 2007
Shott Capital Management May 2005 - August 2005
Skills
Financial Analysis, Financial Modeling, Due Diligence, Data Analysis, Risk Management, Accounting, Customer Service, Process Improvement, Finance, Analysis, Financial Reporting, Business Strategy
Education
San Francisco State University, College of Business 2009 — 2010
MBA, Business Administration
Université Nice Sophia Antipolis 2009 — 2010
Masters, International Business
Arizona State University - W. P. Carey School of Business 2001 — 2006
Bachelor of Science, Business Administration
Wells Fargo January 2013 - Present
Wells Fargo December 2010 - January 2013
Integrity Capital December 2008 - October 2010
ULI partnership forum 2010 - 2010
Arizona Partners June 2006 - December 2008
Arizona State University July 2001 - May 2006
Skills
Retail, Property Management, Management, Marketing, Real Estate, Loans, Mortgage Lending, Banking, Portfolio Management, Real Estate Financing, Commercial Real Estate, Leases, Investments, Investors, Loan Origination, Commercial Lending, Mortgage Banking
Education
Arizona State University - W. P. Carey School of Business 2001 — 2006
Business Administration, Business
Wells Fargo 2014 - Present
Elements Therapeutic Massage October 2011 - May 2012
North American Publishers Service Company Inc. April 2011 - October 2011
Victoria's Secret May 2010 - May 2011
Skills
Customer Service, Sales, Social Media, Financial Services, Time Management, Marketing, Microsoft Word, Microsoft Office
Education
Arizona State University, W. P. Carey School of Business 2013 — 2016
In progress
Paradise Valley Community College 2010 — 2013
Associate of Arts (A.A.)
Paradise Valley High School 2006 — 2010
High School Diploma
Keller Williams Denver Central January 2013 - Present
Wells Fargo August 2010 - December 2013
Wells Fargo September 2008 - August 2010
Wells Fargo September 2005 - August 2008
Wells Fargo July 2003 - September 2005
Skills
Marketing, Real Estate, Referrals, Sales Management, Selling, Investment Properties, Investments, Lead Generation, Customer Service, Financial Analysis, Real Estate Transactions, Residential Homes, Sales, Strategic Planning
Education
Arizona State University, W. P. Carey School of Business 2005 — 2007
Master of Business Administration (M.B.A.), Marketing/Advertising
University of Arizona 1999 — 2003
Bachelor of Science (B.S.), Marketing
JPMorgan Chase August 2013 - Present
JP Morgan Chase April 2010 - August 2013
BBVA Compass March 2006 - April 2010
Wells Fargo January 2003 - March 2006
Skills
Credit Risk, Commercial Underwriting, Cash Flow Lending, Relationship Management, Credit, Commercial Banking, Credit Analysis, Commercial Lending, Asset Based Lending, Risk Management
Education
Arizona State University, W. P. Carey School of Business 1999 — 2003
Bachelor of Science (BS), Finance, General
Avion Holdings May 2009 - Present
Legacy Bank June 2008 - May 2009
BBVA Compass December 2007 - June 2008
Young Life August 2006 - August 2007
Countrywide Bank August 2005 - June 2006
Wells Fargo August 2000 - June 2005
Skills
Budgeting, Investments, Asset Management, Quantitative Analysis, Financial Statement..., Financial Modeling and..., Project Management, Financial Accounting, Property Managment, Valuation Techniques, Debt Restructuring, Microsoft Office, Budgets, Financial Analysis, Property Management, Financial Modeling, Finance, Strategic Planning, Risk Management, Financial Reporting, Quantitative Analytics, Strategic Financial..., Valuation, Corporate Finance, Forecasting, Credit, Analysis, Due Diligence, Data Analysis
Education
Arizona State University, W. P. Carey School of Business 2011 — 2012
Master of Business Administration, Emphasis in Finance, 3.95
Arizona State University, W. P. Carey School of Business 2001 — 2005
Finance, Finance, Communications, 3.65
Merrill Edge November 2012 - Present
Primerica May 2012 - November 2012
Vanguard November 2007 - May 2012
Wells Fargo May 2007 - November 2007
Buck's River Road Exxon January 2005 - October 2006
Skills
Team Leadership, Series 7, Series 66, Outstanding Customer..., Sales Operations, Relationship Development, Program Management, Recruitment Advertising, Scheduling, Presentation Preparation, Project Planning, Project Coordination, Event Planning, Inventory Management, Video Production, Organizing, Multitasker, Microsoft Office, Investments
Education
Arizona State University, W. P. Carey School of Business 2009 — 2011
Masters of Business Administration, Marketing
University of Arizona 2004 — 2007
BA, Psychology
Wells Fargo May 2009 - Present
Wells Fargo July 2002 - May 2009
Skills
Operational Risk..., Business Continuity..., Incident Management, Change Management, Analysis, Operational Risk, Data Center, Vendor Management, Project Management, Enterprise Risk..., Management, Banking, Risk Management, Training, Governance, Process Improvement
Education
Arizona State University - W. P. Carey School of Business 1993 — 1997
BS, Management Systems
JPMorgan Chase & Co. 2011 - Present
Wells Fargo April 2010 - September 2011
SRP July 2009 - May 2010
Avnet September 2008 - May 2009
Freescale Semiconductor September 2005 - July 2008
Freescale/Motorola February 1993 - September 2005
Skills
Requirements Gathering, Software Documentation, Testing, Agile Methodologies, Project Management, SDLC, Business Analysis, Process Improvement, Six Sigma, Databases, Program Management, Business Process, Integration, Analysis, Leadership
Education
Arizona State University, W. P. Carey School of Business 2005 — 2007
MBA
University of Phoenix 2001 — 2004
BSIT
Tempe Elementary School District November 2013 - Present
Tempe Elementary School District #3 August 2006 - November 2013
Family Flix July 2004 - August 2006
Bank One of Arizona March 1997 - July 1998
Wells Fargo November 1996 - March 1997
First Interstate Bank of Arizona April 1995 - November 1996
First Interstate Bank of Arizona February 1994 - April 1995
First Interstate Bank of Arizona 1992 - 1994
Skills
Word, Excel, XP, PowerPoint, HTML, Garageband, JavaScript, iDVD, Loans, Educational Technology, iMovie, Consumer Lending, iPhoto, Microsoft Office, Access, Inventory Management, Troubleshooting, Microsoft Word, English, Public Speaking, Visio, Microsoft Excel, Team Leadership, Finance, Analysis, Outlook, Time Management, Windows, Teaching, Facebook, Training, Web Design, Customer Service, Leadership
Education
Arizona State University - W. P. Carey School of Business 1992 — 1999
BS, Business Management
MidFirst Bank July 2008 - Present
MidFirst Bank December 2005 - July 2008
Wells Fargo April 2001 - December 2005
Bank of America April 2000 - April 2001
Bank of America June 1998 - April 2000
Bank of America July 1997 - June 1998
Carnevale & Co., P.C. October 1995 - May 1997
Bank of America July 1993 - August 1995
Skills
Commercial Banking, Financial Analysis, Asset Management, Risk Management, Real Estate Finance, Loan Structuring, Real Estate Economics, Commercial Lending, Asset Based Lending, Commercial Real Estate, Corporate Finance, Finance, Valuation, Loans, Financial Structuring, Due Diligence, Credit Analysis, Portfolio Management, Small Business Lending, Banking, Credit, Underwriting
Education
Arizona State University, W. P. Carey School of Business 1999 — 2001
MBA
Santa Clara University 1989 — 1993
BS, Accounting
Brophy College Prep
Wells Fargo September 2013 - Present
Sojourner Center October 2013 - July 2015
Wells Fargo Bank April 2010 - September 2013
Wells Fargo Bank August 2009 - February 2010
Wells Fargo Bank January 2004 - August 2009
Arizona State University August 2002 - December 2004
Wells Fargo Bank May 2001 - January 2004
Wells Fargo Bank June 2003 - August 2003
Skills
Change Management, Excel, PowerPoint, Program Management, Strategic Planning, Credit, Word, Negotiation, Banking, Process Improvement, Customer Service, Risk Management, Call Center, Customer Experience, Business Analysis, Coaching, Data Analysis, Mentoring, Insurance, Problem Solving, Customer Satisfaction, Analytics, Business Process..., Team Building, Outlook, Microsoft Office, Budgeting, Funding, Leadership Development, Planning, Business Strategy, Customer Relations, Team Leadership, Cross-functional Team..., Analysis, Budgets, Project Planning, Training, Management, Project Management
Education
Arizona State University - W. P. Carey School of Business 2006 — 2008
MBA, Finance
Arizona State University - W. P. Carey School of Business 2000 — 2004
Bachelor of Science, Marketing
American Express July 2015 - Present
American Express September 2013 - July 2015
Wells Fargo January 2011 - September 2013
Skills
Executive..., Management, Research, Process Improvement, Microsoft Excel, Customer Service, Leadership, PowerPoint, Sales, Microsoft Office
Education
Arizona State University - W. P. Carey School of Business 2012 — 2015
Bachelor's Degree, Finance, General
Vanguard September 2013 - July 2015
Wells Fargo April 2013 - August 2013
Wells Fargo March 2012 - April 2013
Skills
Loans, Mortgage Lending, Consumer Lending, Credit Analysis, Commercial Lending, Small Business Lending, Loan Origination, Retail Banking, Mortgage Banking, Portfolio Management, Financial Analysis, Financial Services, Lines Of Credit, Cross Selling, Finance
Education
Arizona State University - W. P. Carey School of Business 2015 — 2017
Master of Business Administration (MBA), Logistics, Materials, and Supply Chain Management
Arizona State University 2006 — 2011
Bachelor's Degree, History
Seafax, Inc. June 2014 - Present
Diversified Communications HQ December 2012 - May 2014
Diversified Communications HQ September 2011 - December 2012
Nassau Broadcasting December 2009 - September 2011
Norway Savings Bank January 2008 - September 2009
Wells Fargo Bank December 2006 - October 2007
Wells Fargo June 2005 - December 2006
Wells Fargo September 2002 - September 2005
Wells Fargo October 1999 - September 2002
Skills
Social Media, Marketing, Sales, Social Media Marketing, Advertising, Digital Media, Customer Service, Event Management, Event Planning, Marketing Strategy, Marketing Communications, B2B, Copywriting, Email Marketing, Media Relations, Facebook, Social Networking, Account Management, Online Marketing, Lead Generation
Education
Arizona State University - W. P. Carey School of Business 2001 — 2005
B.S., Management
Wells Fargo November 1998 - Present
UBS PaineWebber November 1994 - October 1998
IDS Financial Services December 1990 - May 1993
Skills
Wealth Management, Asset Allocation, Portfolio Management, High Net Worth..., Trust Services, Wealth Management..., Investments, Investment Management, Asset Managment, Fixed Income, Investment Advisory, Alternative Investments, Mutual Funds, Investment Strategies, Retirement Planning, Securities, Bonds, Equities, Financial Advisory
Education
University of Florida - Warrington College Of Business 2004 — 2006
MBA
Arizona State University - W. P. Carey School of Business 1985 — 1987
BS, Economics
Wells Fargo September 2013 - Present
Charlestons Restaurant August 2007 - August 2013
Skills
Social Networking, Microsoft Office, Customer Service, Social Media, Time Management, Multi Tasking, Leadership, Retail Banking, Risk Management, Finance, Credit, Consumer Lending, Mortgage Lending
Education
Arizona State University, W. P. Carey School of Business 2009 — 2013
Bachelor of Science (B.S.), Marketing
Wells Fargo October 2014 - Present
Target June 2011 - October 2014
Kona Grill August 2010 - June 2011
Bear Mountain Sports June 2005 - June 2010
Skills
Recruiting, Customer Service, Marketing, Accounts Payable, Accounts Receivable, PowerPoint, Microsoft Office, Microsoft Word, Social Networking, Leadership Development, Employee Training, Employee Relations, Outlook, Teamwork, Human Resources, Talent Management, Retail, College Recruiting, Talent Acquisition, Training
Education
Arizona State University - W. P. Carey School of Business 2007 — 2011
Management, Business Management
Wells Fargo June 2014 - Present
Wells Fargo June 2007 - 2014
Skills
Process Improvement, Business Analysis, SDLC, Strategy, Visio, IT Strategy, Leadership, Analysis, Program Management, Requirements Gathering, Enterprise Architecture, Vendor Management, Business Process..., Business Process, Business Intelligence, Project Management, PMO, PMP, IT Management, Software Project..., SharePoint, Risk Management, MS Project, Integration, Project Portfolio..., Agile Project Management, Business Requirements, Requirements Analysis
Education
Arizona State University - W. P. Carey School of Business 2010 — 2011
Masters of Science, Information Management
University of Arizona, Eller College of Management 2003 — 2007
Bachelors of Science, Business Administration/International Business
Engineering Wireless Services March 2013 - Present
Wells Fargo May 2012 - March 2013
Allison-Shelton Real Estate Services August 2011 - May 2012
MiMi's Cafe October 2010 - August 2011
Target June 2010 - August 2010
Brio Tuscan Grille June 2008 - January 2010
Zohar Productions August 2009 - December 2009
Arizona State University 2008 - 2009
Skills
Customer Service, Social Networking, Social Media, Public Speaking, Market Research, Finance, Marketing, Leadership, Sales, Microsoft Office, Team Building, Strategic Planning, Social Media Marketing, Microsoft Excel, Facebook, Marketing Strategy, Teamwork
Education
Arizona State University, W. P. Carey School of Business 2009 — 2011
Masters of Science, Agribusiness Marketing
Arizona State University 2005 — 2009
Bachelors of Science, General Agribusiness, Marketing and Management
Skyfire Solar Design January 2015 - Present
Wells Fargo October 2013 - Present
DB&A - DeWolff, Boberg & Associates, Inc August 2013 - October 2013
Vast Delivery Solutions August 2011 - August 2013
UTi Integrated Logistics July 2007 - August 2011
Pinnacle West Capital Corporation - Palo Verde Nuclear Station December 2009 - December 2009
Sleep America January 2007 - July 2007
Skills
Data Analysis, Forecasting, Project Implementation, Training & Development, Excel, Customer Service, Account Management, Supply Chain Management, Operations Management, Microsoft Excel, Management, Project Management, Leadership, Strategy, Organizational..., Human Resources, Employee Training, Training
Education
Arizona State University - W. P. Carey School of Business 2009 — 2011
MBA, Leadership
Arizona State University - W. P. Carey School of Business 2005 — 2007
BS, Leadership / Global Management
University of Kentucky 2000 — 2002
BS (Incomplete), Materials Engineering
Wells Fargo March 2015 - Present
American Express November 2012 - March 2015
Bank of America November 2010 - November 2012
Bank of America June 2009 - November 2010
Bank of America March 2007 - June 2009
Salt River Project 2001 - 2006
Skills
Operational Risk, Operational Risk..., Banking, Credit Risk, Financial Risk, Basel II, Credit, Consumer Lending, Mortgage Lending, Retail Banking, Risk Management, Credit Analysis, AML, Commercial Banking, Vendor Management, Vendor Audit, Vendor Relationships, Leadership, Operations Management, Credit Cards, Loans, Process Improvement
Education
University of Phoenix 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
Arizona State University, W. P. Carey School of Business 2003 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo March 2014 - Present
Mutual of Omaha Bank May 2011 - March 2014
BBVA Compass August 2008 - April 2011
First National Bank of Arizona February 2003 - July 2008
Skills
Commercial Lending, Credit, Finance, Portfolio Management, Structured Finance, Commercial Banking, Credit Analysis
Education
Arizona State University - W. P. Carey School of Business 1998 — 2002
Bachelor of Science, General Business Management
Wells Fargo Bank Vice President/IT Sr Audit ManagerWells Fargo Bank2002 - 2008
Wells Fargo 2002 - 2008
ConocoPhillips 1998 - 2002
Institute of Internal Auditors 2000 - 2001
Tosco Corp/Circle K Corp January 1992 - December 1998
Tosco 1994 - 1998
Coopers & Lybrand September 1985 - December 1988
Skills
IT Audit, Enterprise Risk..., Sarbanes-Oxley Act, CISA, Sarbanes-Oxley, Financial Analysis, Accounting, Risk Management, Internal Audit, Internal Controls, Business Process..., Auditing, Business Intelligence, Process Improvement, Operational Risk..., Financial Services, Financial Reporting, Financial Risk, Banking, Operational Risk
Education
Arizona State University - W. P. Carey School of Business 1980 — 1984
BS, Accounting
Lebanon Catholic High School
MUFG Union Bank September 2012 - Present
MUFG Union Bank January 2011 - September 2012
Wells Fargo May 2008 - January 2011
US Bank August 2007 - May 2008
Skills
Debt Financing, Derivatives, Interest Rate Hedging, FX Hedging, Energy Hedging, Capital Structure, Treasury Management, Credit Analysis, Corporate Finance, Commercial Lending, Banking, Commercial Banking, Loans, Underwriting, Relationship Management, Credit, Portfolio Management, Analysis, Cash Flow, Finance, Small Business Lending
Education
Arizona State University, W. P. Carey School of Business
Masters of Business Administration
Washington State University - College of Business and Economics
Bachelor of Arts, Finance
Washington State University - College of Business and Economics
Bachelor of Arts, Economics
John Staurulakis, Inc. (JSI) October 2010 - Present
Wells Fargo September 2006 - October 2010
Bank One April 2002 - December 2005
Education
Arizona State University, W. P. Carey School of Business 2003 — 2005
Bachelor of Science, Business Administration
Och-Ziff Capital Management August 2015 - Present
PwC August 2013 - August 2015
PwC June 2012 - August 2012
Sun Lakes Fire District April 2011 - May 2012
CliftonLarsonAllen January 2012 - April 2012
Wells Fargo March 2008 - December 2011
Skills
Accounting, SEA Rule 15c3-3:..., Hedge Accounting, Financial Instruments, Interest Rate..., Credit Derivatives, Securitizations, Repurchase and Reverse..., Securities Industry, Securities Financing, Business Statistics, Financial Statement..., Financial Reporting, Business Economics, Corporate Finance
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2013
Masters of Accountancy
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Sciences, Accountancy & Economics
Wells Fargo September 2015 - Present
Wells Fargo Home Mortgage February 2013 - September 2015
JPMorgan Chase November 2010 - February 2013
Vangent, Inc. February 2009 - October 2010
Wells Fargo March 2003 - January 2009
JPMorgan Chase January 1999 - March 2003
JPMorgan Chase May 1997 - January 1999
Skills
Process Engineering, Process Improvement, Quality Management, Change Management, Organizational..., Operational Risk..., Quality Assurance, Documentation, Project Management, Six Sigma, Program Management, Customer Experience, Customer Satisfaction, Business Process..., Business Innovation, Operations Management, Customer Satisfaction..., Customer Service..., Operational Efficiency, Procedure Development, Business Process Design, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Regulatory Requirements, Center of Excellence, Process Management, Process Control, Cost Management, Process Optimization, Supply Chain..., Supply Chain Management, Staff Development, Operating Budgets, Department Budgeting, Managing Managers, Managing Processes, Managing Offshore Teams, Performance Metrics, Key Performance..., Relationship Management, Software Documentation, Training, Cross-functional Team..., Vendor Management, Strategy, Call Centers, Management, Business Process, Performance Improvement
Education
Arizona State University - W. P. Carey School of Business 2015 — 2017
Executive MBA Candidate
Arizona State University, W. P. Carey School of Business 1997 — 2004
Bachelors of Science in Management, Business Management
Arizona Bank & Trust May 2012 - Present
Wells Fargo December 2007 - April 2012
Skills
Banking, Leadership, Retail Banking, Consumer Lending, Financial Services, Customer Service, Sales, Community Development, Commercial Banking, Commercial Lending, Loan Origination, Credit Analysis, Loans, Credit, Mortgage Banking, Small Business Lending, Portfolio Management, Refinance, Lines Of Credit
Education
Arizona State University, W. P. Carey School of Business 2006 — 2011
Bachelor of Science (B.S.), Marketing
Chandler/Gilbert Community College 2006 — 2008
Associate's Degree, Business Administration and Management, General
Robert Half Management Resources March 2015 - Present
Peoples Mortgage Company May 2014 - March 2015
Peoples Mortgage Company May 2012 - June 2014
Sun Valley Solar Solutions February 2011 - May 2012
The Whole Child Learning Company August 2008 - May 2012
First Credit Union 2009 - February 2012
Wells Fargo 2005 - August 2008
Skills
Management, Financial Accounting, Finance, Strategic Planning, Financials, Financial Analysis, Financial Modeling, Customer Service, Project Management, Balance Sheet Review, Mortgage Banking, Mortgage Servicing, General Ledger, Account Reconciliation, Cash Management, Business Systems..., Process Improvement, Leadership, Accounting, Budgets, Marketing, Financial Reporting, Forecasting
Education
Arizona State University - W. P. Carey School of Business 2008 — 2010
Master's degree, Business Administration and Management, General
Arizona State University - W. P. Carey School of Business 2003 — 2005
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
PDHS via Hannah
PDHS via Hannah
Wells Fargo Securities July 2015 - Present
Wells Fargo August 2014 - July 2015
Inside Pitch Baseball Academy May 2006 - June 2015
Wells Fargo April 2012 - July 2014
Wells Fargo September 2010 - April 2012
Wells Fargo November 2007 - August 2010
Wells Fargo December 2006 - November 2007
Wells Fargo July 2006 - November 2006
United Rentals July 2005 - December 2005
Skills
Strategic Planning, Financial Analysis, Financial Modeling, Pricing Strategy, Economics, SQL Server, Salesforce.com, CRM, Project Management, Executive Presentations, Acquisition Integration, Mortgage Lending, Funds Transfer Pricing, Microsoft Office, Customer Retention, Mergers & Acquisitions, Business Process..., Relationship Management, Leadership, Finance, Microsoft SQL Server, Management
Education
Arizona State University, W. P. Carey School of Business 2008 — 2010
MBA, Finance
Pepperdine University 2001 — 2005
BA, Economics
Pepperdine University 2001 — 2005
BS, Business Administration
Wells Fargo May 2015 - Present
Wells Fargo October 2014 - May 2015
Wells Fargo February 2013 - October 2014
Wells Fargo October 2012 - February 2013
Wells Fargo May 2012 - October 2012
Wells Fargo April 2011 - May 2012
Wells Fargo February 2011 - April 2011
Skills
Credit, Banking, Consumer Lending, Credit Analysis, Financial Services, Mortgage Lending, Retail Banking
Education
D'Amore-McKim School of Business at Northeastern University 2013 — 2015
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Arizona State University - W. P. Carey School of Business 2008 — 2012
Bachelor's Degree, Accounting and Finance
First American Title February 2015 - Present
Thomas Title & Escrow August 2014 - February 2015
Coldwell Banker Residential Brokerage July 2013 - January 2014
Wells Fargo April 2009 - December 2010
Inter Plan Design Group January 2008 - September 2008
Vision Offices September 2006 - April 2007
Skills
Cash Management, Retail Banking, Analytical Skills, Written & Verbal..., Interpersonal Skill, Success Driven, Customer Service, Highly motivated..., Business Ethics, Social Responsibility, Highly responsible, Flexibility, Sales, Goal Oriented, Entrepreneurship, Proactive self-starter, Integrity, Reliable, Superior Work Ethic, Computer Skills, Credit, Mortgage Lending, Loans, Consumer Lending, Loss Mitigation, Investment Properties, Public Speaking
Education
Arizona State University, W. P. Carey School of Business 2009 — 2012
Bachelor of Science (BS), Business Management, 3.51 GPA
Marquette Associates April 2015 - Present
City of Chicago January 2012 - April 2015
City of Chicago August 2010 - January 2012
State Farm Insurance October 2008 - May 2009
Wells Fargo May 2008 - August 2008
Charles Schwab September 2005 - July 2007
Blaylock & Company (Acquired Trias Capital Management) June 2002 - August 2005
Education
Arizona State University - W. P. Carey School of Business 2007 — 2009
MBA, Marketing and Services Leadership / Financial Management and Markets
Eastern Illinois University 1997 — 2002
Bachelor of Science, Business Management
Air Products and Chemicals September 2013 - Present
Wells Fargo August 2012 - September 2013
Best Buy August 2010 - August 2012
Skills
Sales, Customer Service, Cold Calling, Microsoft Office, CRM, PowerPoint, Leadership, Marketing, Contract Negotiation, Customer Satisfaction, SAP, Microsoft Excel, Training, Banking, Team Leadership, New Business Development, B2B, Time Management, Social Media, Loans, Outlook, Advertising, Microsoft Word, Adobe Creative Suite, Online Advertising, Marketing Communications, Communication, Competitive, Organization, Credit, Finance, Lead Generation, Market Research, Process Improvement, Cross-functional Team..., Sales Operations
Education
Arizona State University - W. P. Carey School of Business 2015 — 2016
Master of Business Administration (MBA)
Boise State University 2010 — 2012
Bachelor’s Degree, Communication and Media Studies, 3.53
HUB International September 2014 - Present
Navigate Research May 2013 - March 2014
Wells Fargo July 2011 - May 2013
Wells Fargo November 2010 - July 2011
Wells Fargo October 2008 - November 2010
Wells Fargo August 2007 - October 2008
Wells Fargo February 2007 - August 2008
Skills
Sales, Credit, Treasury, Treasury Management, Business Development, Listening to customers, Public Speaking, Inspiration, Mentoring, Banking, Strategic Communications, Positivity, Team Leadership, Financial Analysis, Commercial Banking, Cash Management, Portfolio Management, Marketing, Market Research, Valuation, Sports Marketing, Sponsorship Activation, Cross Selling, Commercial Lending, Credit Analysis, Lines Of Credit
Education
University of Miami - School of Business 2010 — 2012
Master of Business Administration (MBA), Finance, General
Arizona State University, W. P. Carey School of Business 2002 — 2005
Bachelor of Science (BS), Marketing
Wells Fargo December 2013 - Present
Wells Fargo January 2013 - December 2013
Wells Fargo October 2009 - December 2012
Wells Fargo January 2006 - September 2009
Wells Fargo February 2005 - December 2005
Wells Fargo August 2004 - January 2005
Skills
Retail Banking, Cross Selling, Up-selling, Customer Service, Product Development, Product Marketing, Product Launch, Project Planning, Event Management, Management, Operations Management, Sales Management, Sales & Marketing..., Sales, Coaching, Training
Education
Arizona State University - W. P. Carey School of Business 2005 — 2010
Global Business, Marketing
Neighborhood Christian Legal Clinic September 2014 - Present
Pierson & Patterson LLP July 2013 - November 2013
World Health Organization February 2013 - May 2013
AeraVida September 2012 - January 2013
EPIK - Daeguil Middle School February 2012 - August 2012
Amazon June 2011 - August 2011
Excel English January 2010 - May 2010
Krung Thai Bank June 2009 - August 2009
Wells Fargo December 2007 - August 2008
Skills
Training, Process Improvement, Sales, Purchasing, Microsoft Office, Banking, Microsoft Excel, Economics, Project Management, Research, Teamwork, Finance, Customer Service, Public Speaking, Data Analysis, Event Management, Supply Chain Management, Negotiation, English, Logistics
Education
Indiana University Robert H. McKinney School of Law 2014 — 2017
Doctor of Law (J.D.)
Mahawithayalai Thammasat 2010 — 2011
Exchange Student, Global Business
Arizona State University, W. P. Carey School of Business 2007 — 2011
Bachelor of Science (BS), Logistics, Materials, and Supply Chain Management, 3.0
W.P. Carey School of Business
Bachelors of Science, Supply Chain Management
Brooks Automation October 2007 - October 2008
Wells Fargo November 2006 - October 2007
Intel Corporation June 2005 - November 2006
Intel July 2000 - June 2005
PRI Automation September 1997 - March 2000
Skills
Mandarin, Global Marketing, Business Development, Launch Strategies, Gross Margin, NPI Management, Design of Experiments, C++, Product Management, Product Marketing, Leadership, Business Planning, Cross-functional Team..., Competitive Analysis, Automation
Education
Arizona State University - W. P. Carey School of Business 2002 — 2007
MBA, Marketing and Finance
Our school
Ascension Health May 2015 - Present
Ascension Health February 2014 - May 2015
Ascension Health April 2013 - February 2014
Lindenwood University August 2012 - April 2013
Amazon.com June 2011 - July 2012
Wells Fargo April 2009 - May 2011
Knight Transportation October 2010 - February 2011
Skills
Operations Management, Strategic Sourcing, Management, Inventory Management, Social Media, Research, Data Analysis, Logistics, Marketing, Process Improvement, Shipping, Procurement, Supply Chain Management, Microsoft Office, Leadership, Strategic Planning, Event Planning, Purchasing, Sourcing, Kaizen Leadership
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Bachelor of Science (B.S.), Supply Chain Management, 3.5/4.0
Lindenwood University 2012 — 2013
Master of Business Administration (M.B.A.), 4.0/4.0
Quicken Loans February 2013 - Present
United States Marine Corps October 2009 - March 2013
Wells Fargo August 2006 - October 2009
Alliance Lumber May 2005 - August 2006
Skills
Internal Communications, Sales, Strategic Planning, Operational Planning, Operational Efficiency, Marketing Communications, Teamwork, Entrepreneurship, Intelligence Analysis, Precise, Small Unit Leadership, Market Research, Small Group..., Autonomous, Loyal, Crisis Communications, Corporate Communications, Work Well Independently, Top Secret, Public Speaking, Organizational..., Interpersonal..., Microsoft Office, Presentations, Conflict Management, Passionate about work, Judgment, Accountability, Strategic Communications, Highly motivated..., Leadership, Committed to..., Problem Solving, Decisiveness, Marine Corps, Force Protection, DoD, Security Clearance, Military Operations, Command, Military, Weapons, Counterinsurgency, Infantry Tactics, Combat, Military Training, Military Experience, National Security, Afghanistan, Counterterrorism
Education
University of Phoenix 2015 — 2016
Master of Business Administration (M.B.A.)
Arizona State University, W. P. Carey School of Business 2004 — 2009
Bachelor of Arts (B.A.), Business/Corporate Communications
Wells Fargo June 2015 - Present
Wells Fargo July 2012 - June 2015
DriveTime June 2010 - March 2012
Sports & Entertainment Services September 2007 - June 2010
Sunterra Resorts September 2003 - November 2005
Skills
Training, Customer Satisfaction, Customer Service, Operations Management, Team Leadership, Staff Development, Underwriting, Financial Services, Coaching, Sales Operations, Financial Risk, Judgmental Underwriting, Credit Analysis, Leadership, Process Improvement
Education
Arizona State University, W. P. Carey School of Business
B.S. (Business Management), Certificate (International Business Studies), 3.7 / 4.0 GPA
Wells Fargo January 2015 - Present
Wells Fargo October 2013 - January 2015
Wells Fargo July 2013 - September 2013
Arizona State University August 2010 - June 2012
Bed Bath & Beyond June 2010 - August 2010
Carlson Restaurants / T.G.I. Friday's June 2008 - June 2009
Skills
Public Speaking, Higher Education, Community Outreach, Student Affairs, PowerPoint, Microsoft Office, Policy, Event Planning, Customer Service, Facebook, Access, Time Management, Nonprofits, Fundraising, Leadership
Education
Arizona State University - W. P. Carey School of Business 2009 — 2013
Bachelor of Business Administration (BBA)
Arizona Nutritional Supplements (ANS) June 2014 - October 2014
Artex Risk Solutions, Inc. (Arthur J. Gallagher & Co.) November 2013 - May 2014
Beazer Homes January 2012 - February 2013
Wells Fargo July 2010 - November 2011
Wells Fargo June 2010 - August 2010
U.S. Airways March 2006 - November 2006
Phelps Dodge Corporation July 2004 - March 2006
Skills
Financial Analysis, Independent Thinking, Financial Modeling, Strategic Insights, Patience, Management, Enthusiasm to learn, Finance, Forecasting, Reading Comprehension, Common Sense, Budgets, Logical Thinker, Keen Listener, Microsoft Excel, Process Improvement, Project Management
Education
Arizona State University, W. P. Carey School of Business 2008 — 2010
Master of Business Administration (M.B.A.), Real Estate Specialization, Leadership Emphasis
Brigham Young University 2002 — 2003
Bachelor's Degree, Business Management: Finance Emphasis
Charles Schwab October 2011 - Present
Charles Schwab March 2008 - October 2011
Countrywide September 2006 - February 2008
Wells Fargo September 2003 - September 2006
Skills
Series 7
Education
Arizona State University - W. P. Carey School of Business 2009 — 2011
MBA, Emphasis in Leadership
California State University-Long Beach - College of Business Administration 2001 — 2005
BS, International Business and Finance
Arizona Business Bank September 2015 - Present
JPMorgan Chase March 2011 - Present
Wells Fargo March 1996 - March 2011
Bank of America May 1988 - February 1996
Skills
Credit, Commercial Lending, Loans, Portfolio Management, Banking, Commercial Banking, Credit Analysis, Finance, Financial Analysis, Loan Origination, Management, Mortgage Lending, Relationship Management, Small Business Lending, Strategic Planning
Education
Arizona State University, W. P. Carey School of Business
Finance, Finance, General
Wells Fargo February 2007 - Present
JPMorgan 2005 - 2007
JPMorgan 2003 - 2005
Skills
Portfolio Management, Investments, Asset Allocation, Investment Strategies, Mutual Funds, Wealth Management, Investment Management, Asset Management, Retirement Planning, Financial Analysis, 401k, Asset Consulting, Fixed Income, Long-term Customer..., Financial Advisory, Bonds, Equities
Education
Arizona State University, W. P. Carey School of Business 2000 — 2002
MBA, Business Administration and Management
Brigham Young University 1991 — 1996
BS, Psychology / Business
Wells Fargo Insurance Services September 2012 - Present
Wells Fargo September 2007 - September 2012
Arizona State University January 2005 - September 2007
Arizona Technology Enterprises, LLC January 2007 - May 2007
Arizona State University August 2003 - January 2005
Skills
Business Analysis, Process Improvement, Risk Management, Software Project..., Project Management, Business Process..., Business Process, Vendor Management, Data Analysis, Financial Analysis
Education
Arizona State University, W. P. Carey School of Business 2005 — 2007
M.B.A., Entrepreneurship/Entrepreneurial Studies
Michigan State University 1998 — 2002
Ph.D., Biochemistry and Physics
Michigan State University 1992 — 1997
B.S., Biochemistry/Biotechnology
Wells Fargo sr. developerexperior1999 - 2000
Education
Arizona State University - W. P. Carey School of Business 2005 — 2006
Westminster College 1993 — 1996
BS, CS
STORE Capital April 2013 - Present
STORE Capital July 2011 - April 2013
Wells Fargo July 2009 - July 2011
Franchise Capital Advisors July 2005 - July 2009
GE Commercial Finance 2001 - 2005
Skills
Portfolio Management, Financial Modeling, Underwriting, Commercial Lending, Credit, Real Estate Economics, Valuation, Loans, Financial Structuring, Asset Management, Due Diligence, Capital Markets, Credit Analysis, Finance
Education
Arizona State University - W. P. Carey School of Business 1999 — 2001
Greenway
Wells Fargo November 2014 - Present
Alliance Data October 2012 - November 2014
University of Phoenix November 2009 - February 2014
Macy's June 2010 - October 2012
Macy's June 2007 - June 2010
Macy's June 2006 - July 2007
Coconino County Attorney's Office May 2005 - June 2006
Skills
Retail, Strategic Planning, Customer Service, Team Building, Forecasting, Leadership, Inventory Management, Marketing, Coaching, Cross-functional Team..., Customer Experience, Leadership Development, Merchandising, Time Management, Process Improvement, Analysis, Marketing Strategy, Budgets, Microsoft Excel, Microsoft Office, Management, Sales, Account Management, Training
Education
Arizona State University - W. P. Carey School of Business 2008 — 2009
MBA, Emphasis - Marketing
Northern Arizona University-The W. A. Franke College of Business 2001 — 2006
Bachelor of Science in Business Administration, Dual - Management & Finance
Arizona Department of Education January 2014 - Present
Arizona Department of Education May 2013 - December 2013
Arizona Department of Education August 2006 - May 2013
Knight Refrigerated March 2005 - August 2006
Wells Fargo January 2004 - March 2005
Skills
Accounting, PowerPoint, Microsoft Office, Access, Project Planning, Account Reconciliation, Financial Accounting, Internal Controls, Accounts Payable, Financial Statements, Accounts Receivable, Cash Flow, Cash Management, Financial Analysis, Financial Reporting, Public Speaking, Leadership, Nonprofits, Policy, Program Management, Government, Budgets, Training
Education
Arizona State University, W. P. Carey School of Business 1999 — 2004
Bachelor of Science, Accountancy
TPI Composites, Inc. April 2015 - Present
Rivers & Moorehead, PLLC October 2013 - April 2015
Matrix Medical Network December 2011 - September 2013
Ernst & Young December 2010 - December 2011
CBIZ & Mayer Hoffman McCann, P.C. July 2009 - December 2010
Wells Fargo December 2003 - July 2007
US Navy July 1994 - January 2000
Skills
Financial Reporting, Financial Analysis, Auditing, Accounting, Financial Modeling, Financial Accounting, US GAAP, GAAP, Managerial Finance, Financial Statements, Revenue Forecasting, Ad Hoc Reporting, Account Reconciliation, Forecasting, Budget Process, Budget Monitoring, Department Budgeting, Commercial Lending, Commercial Banking, Team Leadership, Navy, Finance
Education
Arizona State University West 2007 — 2009
Master of Public Accountancy, Accounting
Arizona State University - W. P. Carey School of Business 2002 — 2004
Bachelor of Science, Finance
Wells Fargo Auditor/Financial AnalystMaximus2005 - 2005
Verizon Wireless 2001 - 2004
University of Washington 2000 - 2000
Education
Arizona State University - W. P. Carey School of Business 2004 — 2006
University of Washington, Michael G. Foster School of Business 1999 — 2000
BA, Business Administration
Vonage September 2008 - April 2015
Wells Fargo June 2004 - August 2008
Veritas Prep 2004 - 2007
Arizona State University 2002 - 2004
Charter One Bank 2001 - 2002
AmTrust Bank FKA Ohio Savings Bank 2000 - 2001
Skills
Vendor Management, Process Improvement, Business Analysis, Program Management, Forecasting, Analysis, Team Leadership, Strategic Planning, Change Management, Operations Management, Financial Analysis, Marketing Strategy, Contract Negotiation, Disaster Recovery, Budgeting
Education
Arizona State University - W. P. Carey School of Business 2002 — 2004
MBA
Arizona State University - W. P. Carey School of Business 2002 — 2004
MSIM, Information Management
Kent State University 1996 — 1999
BBA, Finance
PAREXEL January 2014 - July 2014
RCRI, Inc. (Regulatory & Clinical Research Institute, Inc.) July 2013 - October 2013
G&G Consulting 1997 - 2013
United Health Care September 2012 - December 2012
Wells Fargo February 2012 - August 2012
RBC Dain 2007 - 2008
Astellas Pharma January 2006 - December 2006
Boston Scientific 2005 - 2006
Skills
Business Intelligence, SAS, Analytics, Data Mining, Portfolio Management, SAS programming, Risk Management, Business Analysis, Data Analysis, Financial Risk, Financial Modeling, Data Management, Banking, Financial Services, Statistics, Logistic Regression, Testing, Unix, Analysis, Training, Clinical Trials, Data Warehousing, Predictive Modeling, Databases, Quantitative Analytics, SQL, Consulting
Education
Arizona State University - W. P. Carey School of Business 1993 — 1995
M.S., Statistics
Creighton University 1989 — 1992
B.S. in Mathematics, Math/Statistics
Wells Fargo October 2010 - Present
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Private Equity
Education
Arizona State University, W. P. Carey School of Business 2004 — 2008
Accounting, Finance
BMO Harris Bank February 2015 - Present
Summit Credit Union April 2011 - January 2015
Wells Fargo September 2010 - April 2011
RGS Architecture Inc. December 2005 - July 2009
Wisconsin Army National Guard November 2000 - July 2009
Richco Structures November 2002 - July 2005
Skills
Financial Analysis, Real Estate, Project Management, Real Estate Economics, Loans, Credit Analysis, Credit, Investments, Commercial Lending, Investment Properties, Finance, Analysis, Real Estate Development, Mortgage Lending, Real Estate Financing, Architectural Design, Architectural Drawings, Property Management, Loan Origination, Mortgage Banking, Refinance
Education
Arizona State University, W. P. Carey School of Business 2009 — 2010
MRED, Real Estate Development
University of Wisconsin-Milwaukee 2004 — 2009
BA, Finance
Army College of Engineering 2001 — 2002
Associate's degree, Computer Aided Drafting
Wells Fargo April 2014 - Present
SunTrust Bank February 2007 - March 2014
Cassidy Turley (Now DTZ) October 2012 - July 2013
UPS Freight October 1994 - February 2007
Education
Virginia Commonwealth University - School of Business 2002 — 2004
Masters Cert, Real Estate and Urban Development
Arizona State University, W. P. Carey School of Business 1992 — 1994
MBA, Marketing
Central Connecticut State University 1985 — 1989
BS, Industrial Technology - Construction Management
Wells Fargo August 1998 - Present
Education
Arizona State University - W. P. Carey School of Business 1999 — 2001
Wells Fargo Senior Relationship ManagerWells Fargo & Co2009 - Present
Wells Fargo Bank 2008 - Present
Skills
Small Business Lending, Commercial Lending, Lines Of Credit, Treasury Management, Commercial Banking, Credit, Loans, Banking, Series 7, Cash Management, Series 63, Underwriting, Cash Flow, Loan Origination, Credit Analysis, Consumer Lending, Portfolio Management, Mortgage Lending, SBA
Education
Arizona State University - W. P. Carey School of Business 2000 — 2004
Wells Fargo June 2014 - Present
Wells Fargo Bank October 2009 - June 2014
Wachovia Bank April 2008 - October 2009
JPMorgan Chase June 2002 - April 2008
Skills
Wealth Management, Banking, Risk Management, Loans, Mortgage Lending, Commercial Banking, Process Improvement, Portfolio Management, Private Banking, Project Management, Project Planning, Sales Operations, Financial Statement..., Sales, Credit Analysis, Management
Education
Arizona State University, W. P. Carey School of Business 2010 — 2012
MBA, Finance and International Business
Arizona State University West 2004 — 2006
BA, Management and Leadership
Wells Fargo July 2014 - Present
Arizona Department of Health Services May 2014 - July 2014
Magellan Health Services September 2010 - April 2014
University of Phoenix November 2009 - September 2010
Alpha Kappa Psi: Upsilon Omega Chapter August 2008 - December 2008
Skills
Customer Service, Program Management, Entrepreneurship, Auditing, Process Improvement, Internal audit, HIPAA, Behavioral Health, Internal Controls, Compliance, Financial Reporting, Fraud Detection, Financial Analysis, Analysis, Internal Audit, Finance
Education
Arizona State University, W. P. Carey School of Business 2004 — 2008
B.S. Global Business, Financial Management, 3.79 GPA
Wells Fargo May 2014 - Present
BMO Harris Bank April 2011 - May 2014
JPMorgan Chase February 2009 - February 2011
BBVA Compass July 2006 - January 2009
BBVA Compass February 2004 - July 2006
First National Bank of Arizona September 2002 - February 2004
Skills
Commercial Banking, Loans, Credit, Banking, Commercial Lending
Education
Arizona State University - W. P. Carey School of Business 2006 — 2008
MBA, Entreprenuirship / Small Business
Arizona State University
Bachelor of Business Administration (BBA), Real estate
WP Carey MBA
Wells Fargo July 2015 - Present
RepublicBankAz,N.A. September 2013 - May 2015
Sunrise Bank of Arizona 2009 - 2013
Mesa Bank 2005 - 2009
Skills
Banking, Commercial Lending, Small Business Lending, Credit, Credit Analysis, Commercial Banking, Loans, Risk Management, Portfolio Management, Loan Origination, Mortgage Lending, Retail Banking, Commercial Real Estate, Financial Analysis, Underwriting, Commercial Mortgages, Real Estate, Lines Of Credit, Consumer Lending, Small Business
Education
Arizona State University - W. P. Carey School of Business
Washington Trust Bank April 2014 - Present
Wells Fargo August 2010 - April 2014
Idaho Central Credit Union June 2009 - August 2010
Wachovia February 2007 - October 2008
World Savings January 2005 - February 2007
Skills
Financial Analysis, Leadership, Commercial Real Estate, Loss Mitigation, Loans, Mortgage Banking, Relationship Management, Underwriting, Management, Loan Origination, Mortgage Lending, Mortgage Servicing, Risk Management, Finance, Credit
Education
Arizona State University - W. P. Carey School of Business 2007 — 2009
MBA, Business
Brigham Young University 2001 — 2003
Bachelor's degree, Finance, General
Wells Fargo February 2013 - Present
Wells Fargo Bank March 2008 - February 2013
Wells Fargo Financial October 2001 - February 2008
Skills
Banking, Cash Management, Sales, Small Business Lending, Credit Analysis, Consumer Lending, Portfolio Management, Loan Origination, Treasury Management, Risk Management, Customer Retention, Building Relationships, Commercial Banking, Commercial Lending, Credit, Loans, Management, Mortgage Lending, Fixed Income
Education
Arizona State University, W. P. Carey School of Business 1998 — 2001
BS, Marketing
Colorado Northwestern Community College 1996 — 1998
Associate's degree, Business Administration and Management, General
Wells Fargo April 2012 - Present
Wells Fargo Bank January 2008 - April 2012
Education
Arizona State University - W. P. Carey School of Business 2007 — 2009
MBA
University of Arizona 2001 — 2004
Finance, General
Wells Fargo March 2013 - Present
Bank of America July 2010 - March 2013
Bank of America - Contact Center Operations July 2008 - June 2010
Bank of America - Image Product Engineering July 2007 - June 2008
Raytheon June 2006 - August 2006
Cerner Corporation January 2002 - August 2005
Skills
Process Improvement, Six Sigma, Customer Experience, Visio, Business Process..., Project Portfolio..., Relationship Management, Integration, Data Analysis, Business Analysis, Project Management, Capacity Planning, Process Engineering, Process Development, Process Management, Project Execution, Incentive Schemes, Supply Chain Management, Supply Chain Operations, Relationship Development, Building Relationships, Business Relationship..., Performance Management, Performance Improvement, Performance Metrics, Thought Leadership, Team Leadership, Creative Problem Solving, Product Design, Product Launch, Technology..., PowerPoint, Strategic Communications, Access, JMP, SQL, Collections, Managing Associates, Creativity
Education
Arizona State University, W. P. Carey School of Business 2005 — 2007
MBA, Supply Chain Financial Management
University of Iowa - Henry B. Tippie College of Business 1997 — 2001
Bachelor of Business Administration, Management Information Systems
Wells Fargo June 2013 - Present
Nationwide Insurance January 2010 - June 2013
Cognizant Technology Solutions November 2003 - January 2010
Kaiser Permanente November 2001 - November 2003
Integrated Information Systems July 2000 - August 2001
Fujitsu ICIL November 1995 - July 1998
Skills
SDLC, Requirements Analysis, Architecture, SOA, Enterprise Architecture, Leadership, Java
Education
Arizona State University - W. P. Carey School of Business 1998 — 2000
MBA
Arizona State University - W. P. Carey School of Business 1998 — 2000
MS Information Management
University of Mumbai 1991 — 1995
B. E., Electronics Engineering
Wells Fargo April 2014 - Present
Apollo Education Group April 2011 - April 2014
US Foodservice January 2008 - April 2011
PricewaterhouseCoopers January 2007 - December 2007
Skills
IT Audit, CISA, Sarbanes-Oxley Act, Internal Audit, Sarbanes-Oxley, Information Security..., Information Security, PeopleSoft, Risk Assessment, Internal Controls, Auditing, SDLC, CISSP, COBIT, SAS70, PCI DSS, Enterprise Risk...
Education
Arizona State University, W. P. Carey School of Business 2010 — 2011
Masters of Science in Information Management
University of Arizona, Eller College of Management 2003 — 2006
Bachelor of Science in Business Administration, Management Information Systems
Wells Fargo March 2015 - Present
JPMorgan Chase & Co. January 2015 - Present
JP Morgan Chase May 2011 - December 2014
Wells Fargo October 2009 - April 2011
Intel Corporation January 2005 - May 2008
Direct Alliance Corporation April 2001 - November 2004
Skills
Process Improvement, Business Analysis, Vendor Management, SDLC, Controls, Compliance..., Project Management, Policy and Procedures
Education
Arizona State University, W. P. Carey School of Business 1996 — 1997
Master of Science
University of Bombay, India 1986 — 1991
Accounting
St. Thomas High School 1976 — 1986
AZ State Board of Accountancy
Enterprise Bank & Trust September 2011 - Present
Valeo Holdings June 2009 - August 2011
Origins Capital June 2009 - August 2011
Meridian West Development March 2007 - June 2009
First National Bank of Arizona 2002 - 2007
Wells Fargo January 1997 - May 2002
Skills
Real Estate, Commercial Lending, Underwriting, Investment Properties, Loan Origination, Real Estate Development, Commercial Mortgages, Portfolio Management, Credit, Disposition, Credit Analysis, Due Diligence, REO, Commercial Real Estate, Investors, Finance, Investments
Education
Arizona State University - W. P. Carey School of Business 1999 — 2001
Masters of Business Administration
Arizona State University - W. P. Carey School of Business 1992 — 1996
B.S., Finance
Wells Fargo September 2010 - Present
Wells Fargo Bank June 2005 - October 2010
Wells Fargo June 1997 - June 2005
Skills
Loans, Credit, Commercial Lending, Banking, Small Business Lending, Portfolio Management, Consumer Lending, Retail Banking, Loan Origination, Relationship Management, Underwriting
Education
Arizona State University, W. P. Carey School of Business 2000 — 2005
Bachelor of Arts (B.A.), Business Administration and Management, General
Wells Fargo May 1986 - May 2013
Skills
Wealth Management, Investments, Management Consulting, Business Planning, Financial Services, Finance, Strategic Financial..., Asset Management, Alternative Investments, Series 7, Equities, Budgets
Education
Arizona State University - W. P. Carey School of Business 1977 — 1981
B.A., Finance
Wells Fargo Securities January 2014 - Present
Wells Fargo May 2012 - 2013
Merrill Lynch February 2010 - March 2012
Vanguard 2007 - 2009
Thomson Reuters 2006 - 2007
Skills
Series 7, Alternative Investments, Series 63, Fixed Income, Equities, Portfolio Management, Wealth Management, Derivatives, Mutual Funds, Bloomberg, Investments, Capital Markets, Hedge Funds, Financial Modeling, Structured Products, Investment Banking, Trading Systems, Asset Allocation, Securities, Asset Managment, Series 65, Series 6
Education
Arizona State University, W. P. Carey School of Business 2001 — 2006
Bachelor of Science (BS), Accounting
Pierson High Scool 1997 — 2001
Springleaf Financial Services January 2015 - Present
Wells Fargo - Consumer Financial Services April 2013 - January 2015
Wells Fargo December 2012 - March 2013
Wells Fargo - Consumer Financial Services March 2011 - November 2012
Skills
Credit, Banking, Loans, Credit Analysis, Refinance, Cold Calling, Cross Selling, Sales Presentations, Customer Satisfaction, Strategic Planning, Direct Sales, Sales, Sales Management, Leadership, Underwriting, Call Centers, Team Building, Sales Development, Credit Cards, Structured Loans, Sales Recruitment, Sales Operations, Senior Partnership, Reporting & Analysis, Interview Preparation, Behavioral Interviewing
Education
Phoenix College 2006 — 2008
associates, business
Arizona State University, W. P. Carey School of Business
marketing, Business, Management, Marketing, and Related Support Services
ListerPros December 2013 - Present
Perkinson Properties April 2013 - March 2014
Wells Fargo June 2011 - April 2013
Wells Fargo September 2006 - June 2011
Wells Fargo January 2006 - September 2006
Wells Fargo July 2005 - January 2006
Wells Fargo January 2005 - July 2005
Wells Fargo September 2004 - January 2005
Skills
Business Strategy, Human Capital Management, Communication, Leadership Development, Business Decision Making, Negotiation, Training and Development, Contract Negotiation, Sales, Finance, Real Estate Transactions
Education
Northern Arizona University 2008 — 2010
Master of Administration - Leadership Emphasis
Arizona State University, W. P. Carey School of Business 2005 — 2007
Bachelor of Business Administration (B.B.A.)
RR Donnelley November 2013 - Present
RR Donnelley August 2012 - Present
Arizona Department of Transportation June 2011 - May 2012
ING Funds January 2011 - May 2011
Wells Fargo December 2009 - January 2011
Skills
Accounting, Financial Accounting, XBRL, SEC filings, US GAAP, Financial Statements
Education
Arizona State University, W. P. Carey School of Business 2011 — 2012
Masters, Accountancy
Arizona State University - W. P. Carey School of Business 2007 — 2011
Bachelors, Accountancy
McGladrey July 2012 - Present
Wells Fargo January 2008 - August 2011
Wells Fargo July 2006 - December 2007
Skills
Forecasting, Accounting, Financial Reporting, Financial Modeling
Education
Arizona State University, W. P. Carey School of Business 2006 — 2010
Bachelor of Science (BS), Accounting
Arizona State University, W. P. Carey School of Business 2006 — 2010
Bachelor of Science (BS), Finance
Arizona State University, W. P. Carey School of Business 2006 — 2010
Certificate, International Business
Arizona State University, W. P. Carey School of Business 2011 — 2012
Master of Science (MS), Taxation
Wells Fargo March 2013 - Present
Wells Fargo October 2010 - March 2013
The Leukemia & Lymphoma Society June 2010 - October 2010
Arizona State University May 2008 - May 2009
Education
Arizona State University - W. P. Carey School of Business 2006 — 2010
Bachelor of Science, Marketing
Wells Fargo January 2013 - Present
Wells Fargo June 2012 - January 2013
Wells Fargo August 2011 - June 2012
Education
Arizona State University, W. P. Carey School of Business 2012 — 2014
Bachelor of Applied Science (BASc), Finance, General
Top One Mortgage December 2013 - May 2014
Sutherland Global Services October 2013 - December 2013
Southern Funding Alliance November 2012 - September 2013
Houston Community College 2010 - 2013
Nationstar Mortgage July 2012 - October 2012
Wells Fargo 2010 - 2010
Retail Concepts 2005 - 2010
USAA 2002 - 2005
Robert Half Technology 1996 - 2000
US Navy 1991 - 1993
Skills
Mortgage Lending, Retail Banking, Mortgage Banking, Residential Mortgages, Software Project..., Software Documentation, Software Development, VA loans, FHA financing
Education
Houston Community College 2010 — 2013
Biology, General
Arizona State University, W. P. Carey School of Business
Bachelor of Science (BS), Computer and Information Sciences, General
UWM - Milwaukee
Accounting / CIS
Bank of America May 2014 - Present
Bank of America May 2011 - May 2014
JPMorgan Chase November 2009 - May 2011
Wells Fargo December 2007 - May 2008
Skills
Short Sales, Mortgage Servicing, Finance, Customer Service, Sales, Retail Banking, Mortgage Banking, Loss Mitigation, Microsoft Office, Document Review, Document Processing, Short sale closings
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Bachelor of Science (BS), Finance, General, 3.63 on 4.0 Scale