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
Wells Fargo November 2012 - Present
LNC Restaurants Inc dba Sonic Drive In July 2009 - October 2012
Combs Capital Group January 1999 - October 2012
Centurion Founders Group March 2007 - July 2009
Manufacturers Bank 2006 - 2006
MetroPacific Bank 2006 - 2006
Comerica Bank 2005 - 2006
Skills
Commercial Lending, Loans, Credit, Financial Analysis, Banking, Small Business Lending, Commercial Banking, Loan Origination, Finance, Credit Analysis, Business Development, SBA, Investments
Education
Pepperdine University 2001 — 2004
BA, Economics
BNY Mellon February 2015 - Present
Bank of America Merrill Lynch July 2014 - February 2015
CS Real Estate Investments April 2009 - June 2014
Wells Fargo November 2000 - April 2009
Education
Pepperdine University 2012 — 2013
Master of Business Administration (M.B.A.), Finance
University of La Verne 2007 — 2009
Bachelor’s Degree, Business Management, Finance
Alcon, a Novartis company July 2015 - Present
Alcon, a Novartis company May 2015 - July 2015
Caterpillar Inc. February 2015 - April 2015
MillerCoors February 2014 - January 2015
CrossFit Austin February 2013 - February 2014
CrossFit Austin October 2012 - February 2013
Wells Fargo Advisors May 2010 - October 2012
Wells Fargo January 2008 - May 2010
Wells Fargo May 2007 - January 2008
Wells Fargo June 2005 - May 2007
Skills
Leadership, Online Marketing, Marketing Communications, Marketing, Business Strategy, Spanish-speaking, Business Process..., Value Realization, Consulting, Business Case..., Root Cause Analysis, Performance Benchmarking, KPI Rationalization, Financial Analysis, Business Analysis, Project Management, Customer Service, Sales
Education
Penn State University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
University of Nevada-Las Vegas 2004 — 2008
BA, International Relations
Ashley Furniture Industries August 2013 - Present
Centro Hispano Daniel Torres (non-profit & social services) May 2012 - August 2013
Sealstrip Corporation October 2012 - June 2013
Wells Fargo 2008 - 2010
Real Choice Mortgage, LLC 2006 - 2007
Skills
Human Resources, Recruiting, Translation, Training, Employee Training, Leadership Development, Staff Development, Public Speaking, Team Building, Intercultural..., Foreign Languages, Spanish, Microsoft Office, SDL Trados, Nonprofits, Editing, Organizational...
Education
Penn State University 2011 — 2013
Bachelor of Arts (B.A.), Global Studies- Latin American Culture, GPA 3.53
Achieve Global 2013 — 2013
Certificate, Organizational Leadership
Wyomissing Area High School
High School Diploma, General Studies, GPA 3.6
Ameriprise Financial Services, Inc. October 2013 - Present
Wells Fargo November 2011 - August 2013
Bank of America June 2008 - November 2011
Education
Penn State University
BS, Smeal College of Business
The Hill School
TD Bank September 2014 - Present
Wells Fargo April 2014 - September 2014
Penn Jersey Pulmonary Associates January 2013 - February 2013
Dress Barn Inc. April 2010 - February 2012
Heritage's Dairy Stores February 2007 - April 2010
Sprint/Nextel Dealership 1997 - 2007
Skills
Medical Assisting, Phlebotomists, injections, CPR/aed, Certified EKG Technician, ECG interpretation, Venipuncture, critical thinking skills, Urinalysis, EMR, order, receive,..., Proficient in the..., Excellent computer..., Wound Care, Microsoft Office, Customer Service, Loss Prevention, Inventory Control, Inventory Management, Profit, Store Operations, Store Management, Merchandising, Retail Sales, Fashion, Sales, Apparel, Visual Merchandising, Filing, Microsoft Word
Education
Gloucester County College 2012 — 2012
Certified Clinical Medical Assistant
Gloucester County Board of Realtors 1987 — 1997
Pennco Tech-Blackwood 1993 — 1994
Executive Medical Secretarial Program
Wells Fargo June 2014 - Present
State of Georgia- Dept of Community Health (SPI Resources) February 2013 - Present
Signature Consultants February 2014 - May 2014
Advantage Technical Resources for Wells Fargo Bank June 2011 - December 2012
Peter Bell CPA August 2005 - May 2011
Wachovia, A Wells Fargo Company June 2002 - March 2005
Skills
Business Operations, MS Office Suite, Data Analysis, Business Requirements, Resource Management, Cross-functional Team..., MS Project, SDLC, Business Analysis, SharePoint, Lotus Notes, Process Improvement, Software Documentation, Access, Microsoft Office, Project Management, Business Process, Quality Assurance, Leadership, Strategy
Education
University of Phoenix 2004 — 2007
Bachelor of Science, Business Management
Penn State University 1998 — 1999
Wells Fargo November 2014 - Present
Wells Fargo August 1989 - Present
Skills
Financial Analysis, Banking
Education
Penn State University 1985 — 1989
Bachelor of Applied Science (B.A.Sc.), Accounting
WR Real Estate Services May 2005 - Present
MIKES AUTO SALES July 2010 - November 2013
Wells Fargo September 2005 - August 2008
Skills
Real Estate Transactions, Real Estate Financing, Commercial Real Estate, Sales Operations, Mortgage Underwriting, Sales Management, Sales Retention, Contract Negotiation, Lease Negotiations, Closing Contracts, Revenue & Profit Growth, Growth Strategies, Financial Analysis, Business Analysis, Business Development, Manage Client..., Client Representation, Building Relationships, Bilingual, Bartending, Music, Entertainment, Professional..., Banking, Due Diligence, Customer Satisfaction, Residential Homes, Marketing, Business Intelligence, 1031 Exchanges, REO, Selling, First Time Home Buyers, Short Sales, Sales, FHA, Real Estate, Training, CRM, Account Management, Strategic Planning, Loans, Referrals
Education
The Realty Institute 2005 — 2005
CA Real Estate Broker Courses, Real Estate
Penn State University 1998 — 2003
Bachelor of Science (BS), International Business
Wells Fargo October 2014 - Present
Wells Fargo September 2013 - October 2014
Koto Japanese Restaurant August 2010 - October 2014
2 Stix Asian Restaurant January 2010 - August 2010
Sake Cafe December 2007 - January 2010
Pensacola Christian College January 2004 - December 2007
Skills
Computers, Customer Service, Management, Sushi, Marketing, Food, Restaurants, Microsoft Word, Cashiering, Leadership, Microsoft Office, Hospitality, Restaurant Management, PowerPoint, Teamwork, Microsoft Excel, Employee Training, Time Management, Social Networking, Accounting, Event Planning, Inventory Management, Customer Satisfaction, Sushis, Menu Development, Training, Social Media, Retail, Public Speaking, Business Strategy, Forecasting, Team Building
Education
Pensacola Christian College 2003 — 2007
Bachelor of Science (BS), Finance, General
Bariatric Advantage November 2013 - Present
Krames Patient Education Solutions February 2011 - November 2013
sanofi-aventis 2008 - 2010
Wells Fargo 2006 - 2008
PHH Corporation / Cendant 2001 - 2006
Skills
Marketing, Sales Management, Management, Sales Operations, Account Management, New Business Development, Marketing Strategy, Medical Devices, Marketing Communications, Sales, Selling, Sales Process, Salesforce.com
Education
Penn State University 1994 — 1998
Bachelor of Arts, Communications
Wells Fargo June 2014 - Present
Transamerica Retirement Solutions 2001 - February 2014
John Hancock Financial Services 2000 - 2001
Interstate/Johnson Lane 1996 - 2000
Bank of America / Nations Bank 1995 - 1996
Erie Insurance Group 1989 - 1994
EF Hutton 1984 - 1989
Skills
Defined Benefit, Retirement Plan..., 401k, Defined Contribution, ERISA, Retirement, Series 63, Series 7, Pensions, Mutual Funds, Series 6, Investment Advisory, Profit Sharing, ETFs, Retirement Planning, Investment Strategies, Qualified Retirement..., Strategic Planning for..., Financial Services, Investments, Securities, Relationship Management
Education
Pennsylvania State University-Erie Campus
Business Administration
Villa Maria Academy
Ernst & Young August 2010 - Present
Wells Fargo July 2005 - August 2010
Deloitte September 1999 - June 2005
Skills
Accounting, Financial Accounting, Sarbanes-Oxley Act, US GAAP, Corporate Tax, Financial Audits, International Tax, Big 4, Tax Accounting, Consolidation
Education
Penn State University 1994 — 1998
Accounting and International Business
Frostburg State University March 2015 - Present
Frostburg State University August 2012 - March 2015
American Heart Association March 2011 - August 2012
American Cancer Society January 2009 - March 2011
Wells Fargo March 2007 - January 2009
Skills
Program Management, Facebook, Alumni Relations, Donor Solicitation, Public Relations, Customer Service, Leadership, Social Networking, PowerPoint, Donor Engagement, Relationship Management, Volunteer Management, Event Planning, Event Management, Program Development, Community Development, Microsoft Office, Staff Development, Project Management, Stewardship, Leader, Interpersonal Skill, Recruiting, Annual Giving, Microsoft Word, Outlook, Philanthropy, Volunteer Recruiting, Fundraisers, Board Development, Prospect Research, Volunteer Training, Donor Management, Strategic Communications, Marketing, Board Relations, Conflict Resolution, Non-profit Board..., Committees, Coordinating Special..., Coaching, Public Speaking, Community Outreach, Higher Education, Management, Nonprofits, Fundraising
Education
University of Maryland University College 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Pennsylvania State University-Penn State Altoona 2003 — 2007
Bachelor of Science (B.S.), Business
Central Cambria High School 1998 — 2002
Self-employed May 2002 - Present
Wells Fargo December 2012 - Present
JPMorgan Chase November 2008 - September 2011
Skills
Passive persuasion,..., Customer Service, Investments, Management, Marketing, Mortgage Lending, Budgets, Marketing Strategy, Microsoft Office, Sales, Team Building, Coaching, Process Improvement, Relationship Management, Customer Retention, Public Speaking
Education
Penn State University
Graphic Communications / Sociology
BNYMellon April 2013 - Present
J.W.Pendleton & Associates December 2012 - April 2013
ICAP 2008 - December 2012
Electronic Broking Systems EBS/ICAP 2006 - December 2008
EBS March 1998 - December 2006
J W Pendleton & Associates September 1997 - February 1998
JP Morgan 1996 - 1997
Wells Fargo 1992 - 1996
Citi 1980 - 1992
Honeywell Information Systems 1970 - 1980
Skills
FX Options, Trading Systems, Electronic Trading, Derivatives, Financial Markets, Trading, Business Analysis, Swaps, Foreign Exchange, Market Data, Fixed Income, Options, SDLC, Systems Analysis, Project Management, FX trading, Prime Brokerage, Vendor Management, ATMs and Point of Sale..., Debit Cards, Agile Methodologies, PMO, Financial Services, Business Requirements, Program Management, Banking, Requirements Gathering, Software Project..., Requirements Analysis, Agile Project Management, SQL, Integration, IT Management, Databases, User Acceptance Testing, Risk Management, IT Strategy, Enterprise Architecture, Equity Derivatives, CRM, Visio, Project Portfolio..., ITIL, Project Delivery, Disaster Recovery, Business Process, PMP, Data Warehousing, Oracle, Security
Education
Penn State University
BA, Labor Management Relations
Fulton Bank October 2011 - September 2015
The Bryn Mawr Trust Company May 2007 - October 2011
Wells Fargo June 2002 - May 2007
Bank of America March 2000 - June 2002
Wilmington Trust January 1989 - May 1996
Skills
Loans, Commercial Banking, Banking, Finance, Cash Management, Investments, Small Business Lending, Customer Service, Credit, Commercial Lending, Wealth Management, Branch Banking, Residential Mortgages, Management, Sales, Mortgage Lending, Retail Banking, Consumer Lending, Loan Origination, Leadership, Cross Selling, Small Business, Portfolio Management, Credit Analysis, Financial Analysis, Lines Of Credit, Financial Services, Refinance, Sales Management, Series 6, Business Relationship...
Education
Penn State University
Bachelor of Science (BS), Finance and Financial Management Services
Hancock Bank January 2015 - Present
Wells Fargo October 2011 - December 2014
Bank of America April 1998 - October 2011
Skills
Commercial Banking, Financial Analysis, Credit Analysis, Relationship Management, Customer Relations, Retail Banking, Sales Presentations, New Business Development, Risk Management
Education
Pensacola Christian College 1989 — 1993
Bachelor's Degree, Business Administration and Management, General
Bank of America October 2014 - March 2015
Wells Fargo March 2014 - August 2014
Ally Financial Inc. September 2012 - May 2013
KOLA Construction April 2011 - June 2012
Wells Fargo / Wachovia / First Union September 1998 - January 2011
Skills
Business Analysis, ATMs, Business Intelligence, Big Data, Mergers & Acquisitions, Process Improvement, Software Project..., Program Management, Project Portfolio..., Project Delivery, Change Management, Vendor Management, Business Strategy, Visio, MS Project, SDLC
Education
Penn State University 1992 — 1996
Bachelor of Science (B.S.)
Ariba February 2013 - Present
Ariba January 2011 - February 2013
Wells Fargo September 2008 - December 2010
The Hartford September 2006 - July 2008
Skills
Strategy, Vendor Management, Process Improvement, CRM, Cross-functional Team..., Business Process..., Relationship Management, Business Analysis, Account Management, Sourcing, Enterprise Software, Project Management, Contract Negotiation, Financial Analysis, Management, RFP, Sales Operations, Competitive Analysis
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2010
MBA, Supply Chain Management and Business Strategy
Penn State University 2002 — 2006
BA, Finance
Bob Jones University March 2013 - Present
Regions Financial Corporation March 2012 - February 2013
Wells Fargo December 2009 - March 2012
Skills
Graphic Design, Illustration, Adobe Creative Suite, Logo Design, Marketing, Sales, Banking, Teller Operations, Customer Service, Customer Retention, Microsoft Office, Mac, PC, Advertising, Cross Selling, Loans, Finance
Education
Pensacola Christian College 2004 — 2008
B.A., Graphic Design, Minor, Advertising
Berkadia Commercial Mortgage LLC July 2010 - Present
Wells Fargo December 2009 - June 2010
GTS Welco September 2008 - November 2009
Skills
Underwriting, Valuation, Loans, Asset Management, Portfolio Management, Financial Analysis, Risk Management, Banking, Finance, Mortgage Lending, Microsoft Office, Investments, Real Estate, Commercial Mortgages
Education
Pennsylvania State University-Penn State Berks 2000 — 2002
Bachelor of Science (BS), Business/Finance
Suffolk County Community College 1996 — 1999
Associate of Science (AS), Business Administration and Management, General
Wells Fargo May 2015 - Present
Credit Suisse June 2012 - May 2015
Kroll May 2010 - June 2012
U.S. Department of Justice 2009 - 2009
Skills
AML, Due Diligence, Private Investigations, Business Intelligence, Data Analysis, Enhanced Due Diligence, Country Risk Analysis, Anti-corruption, Litigation Support, Corporate Fraud..., Certified Anti-Money..., KYC, Compliance, Legal Research, Analysis, USA PATRIOT Act, FCPA, Investigation, Financial Crimes...
Education
Penn State University 2006 — 2009
Bachelor of Science, Crime, Law, and Justice
Mortgage Master Service Corporation June 2015 - Present
Wells Fargo Home Mortgage August 2014 - June 2015
Wells Fargo Home Mortgage October 2013 - August 2014
Wells Fargo Home Mortgage November 2012 - October 2013
CIGNA Behavioral Health April 2012 - September 2012
Wells Fargo November 2011 - March 2012
Coca-Cola Enterprises May 2009 - October 2011
Target September 2008 - December 2008
Advanced Communications, Inc. May 2006 - June 2007
Best Buy April 2003 - December 2005
Skills
Customer Satisfaction, Sales, Management, Analysis, Software Documentation, Customer Service, Building Relationships, Time Management, Analytical Skills, Sales Management, Team Building, Microsoft Office, PowerPoint, Goal Oriented, Microsoft Word, Public Speaking, Process Improvement, Outlook, Call Centers, Insurance, Microsoft Excel, Analytical Abilities, Loan Servicing, Mortgage Underwriting, Innovative Problem..., Communication Skills, Marketing, Merchandising, Quality Control, Technological Solutions, Exceed Sales Goals, Loan Origination, VA loans, Microsoft Access, Organizing, Call Center, Series 7, Series 66
Education
University of Wisconsin-River Falls 2008 — 2010
Bachelor of Science, Business Administration, GPA - 3.6
Pensacola Christian College 2005 — 2007
U.S. Bank June 2015 - Present
U.S. Bank December 2013 - June 2015
Wells Fargo February 1999 - November 2013
Skills
Banking, Financial Analysis, Financial Risk, Risk Management, Vendor Management, Securities, Auditing, Financial Services, Process Improvement, Credit, Risk Assessment, Operational Risk..., Enterprise Risk..., AML, Loans, Operational Risk
Education
Penn State University 1980 — 1984
BS, Accounting
Saint Joseph's University August 2011 - September 2015
Wells Fargo August 2008 - June 2011
Skills
Higher Education, Leadership, Admissions, Event Planning, Recruiting, Event Management, Marketing, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Critical Thinking, Social Networking, Project Management, Management, Student Affairs, Cpr Certified, Sales, Research, Analysis, Teamwork
Education
Saint Joseph's University 2013 — 2015
Master's Degree, Managing Human Capital
Penn State University 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Navy Federal Credit Union August 2011 - November 2013
Wells Fargo January 2007 - July 2008
Bank of America December 1997 - December 2006
Skills
Mortgage Lending, Residential Mortgages, Retail Banking, Commercial Lending, Small Business Lending, Jumbo Mortgage
Education
Pensacola State College
South Carolina Federal Credit Union March 2013 - Present
Wells Fargo August 2010 - March 2013
Pacific Sunwear March 2005 - August 2010
Skills
Customer Service, Sales, Banking, Customer Satisfaction, Building Relationships, Team Building, Coaching Staff, Open Communication, Cross Selling, Management, Time Management, Customer Retention, Training, Employee Training, Call Centers, Coaching, Microsoft Office, Credit
Education
Pennsylvania Highlands Community College 1998 — 2000
Associate of Arts (AA), Management Communications
Wells Fargo June 2015 - Present
Wells Fargo September 2012 - June 2015
Wells Fargo August 2010 - September 2012
Wells Fargo 2009 - 2010
Skills
Financial Analysis, Credit, Credit Analysis, Loans, Consumer Lending, Mortgage Lending, Loan Origination, Commercial Lending, Commercial Banking, Banking, Lines Of Credit, Credit Risk, Customer Service, Financial Modeling, Cash Flow, Accounting, Financial Risk, Training, Sales, Treasury Management, Finance, Analysis, Financial Structuring, Portfolio Management
Education
Penn State University 2005 — 2009
Bachelor of Science (B.S.), Finance
Saint Joseph's University
Wells Fargo June 2015 - Present
Discover Goodwill of Southern & Western Colorado December 2014 - May 2015
Verizon September 1994 - December 2014
Software AG September 1989 - September 1994
Equifax 1988 - 1989
C3 - Herndon VA 1987 - 1988
Education
Penn State University
Junior Achievement of Central Pennsylvania September 2011 - Present
SCORE January 2011 - Present
Junior League Of Lancaster, PA 1983 - Present
Wells Fargo February 2013 - November 2014
Express Badging Services, Inc. April 2012 - February 2013
Murray Securus 2010 - 2013
Brady Corporation January 2002 - August 2008
Warwick School District 1995 - 2008
East Coast Foods, Inc. d/b/a The Turkey Lady September 1991 - June 2001
Skills
Teaching, Strategic Planning, Research, Planning, Entrepreneur, Coaching, Small Business, Policy, Non-profits, Organizational..., Contract Negotiation, Leadership Development, Event Management, Entrepreneurship, Customer Service, Management, Leadership, Training, Nonprofits
Education
Pennsylvania State University-Great Valley Graduate Center 2007 — 2010
MLD, Leadership Development
HireStrategy June 2013 - Present
SNI Companies June 2009 - June 2013
Robert Half International December 2007 - July 2009
Wells Fargo May 2007 - November 2007
Enterprise Rent-A-Car May 2003 - April 2007
Skills
Recruiting, Talent Acquisition, College Recruiting, Internet Recruiting, Sales Management, New Business Development, Negotiation, Accounting, Account Management, Social Networking, Contract Management, Staffing Services
Education
Penn State University 1998 — 2003
BS, Business
NVR Mortgage November 2013 - Present
Cinello Insurance Agency 1993 - Present
Bank of America Home Loans August 2012 - October 2013
JPMorgan Chase June 2009 - August 2012
Key Bank February 2009 - June 2009
JPMorgan Chase June 2008 - February 2009
Washington Mutual November 2005 - June 2008
First Magnus Financial August 2004 - November 2005
Bay Capital Corporation June 2004 - August 2004
Wells Fargo September 2003 - December 2003
Skills
FHA DE certified, VA LAPP and Automatic..., Mortgage Lending, FHA, Underwriting, Mortgage Banking, Refinance, Loans, Credit Risk, Credit, Credit Analysis, Finance, Financial Analysis, Mortgage Underwriting, VA loans, Loan Origination, Loss Mitigation, Risk Management, Auditing, Financial Risk, Non-Conforming, Loan Servicing, Residential Mortgages, Analysis, Investment Properties, Government Loans, FHA financing, Construction Loans, Mortgage Servicing, FHA Financing, VA Loans
Education
Penn State University 1982 — 1986
Bachelor of Arts, Spanish
Universidad de Salamanca 1985 — 1985
N/A, Spanish Language, Art and Culture
Wells Fargo February 2013 - Present
Wells Fargo August 2011 - February 2013
Wells Fargo November 2010 - August 2011
Wells Fargo December 2009 - October 2010
Whitewater Challengers April 2000 - November 2009
Peak Resorts November 2002 - March 2008
Skills
Marketing, Banking, Coaching, Business Development, Sales Management, Customer Service..., Retail Banking, Legal Compliance, Marketing Communications, Commercial Banking, Credit, Credit Cards, Lines Of Credit, Home Equity Lines of..., Credit Management, Customer Service, Finance, Leadership, Microsoft Office, Sales, Team Building
Education
Penn State University 2005 — 2008
Bachelor of Science (BS), Marketing
Weatherly Area High School 2001 — 2005
High School DP, College/University Preparatory and Advanced High School/Secondary Diploma Program
PFEW 2004 — 2004
Business development and finance, Business
Santander Bank, N.A. August 2015 - Present
Wells Fargo September 2014 - August 2015
Susquehanna Bank February 2006 - July 2014
Citizens Bank September 2003 - February 2006
M & T Bank May 2002 - September 2003
American Bank / Meridian Bank / Wachovia Bank / First Union Bank June 1984 - January 2002
Skills
Consumer Lending, Commercial Banking, Small Business Lending, Commercial Lending, Banking, Lines Of Credit, Loans, Customer Service, Retail Banking, Branch Management, Loan Origination, Mortgage Banking, Credit, Credit Analysis, Mortgage Lending, Commercial Mortgages, Deposits, Credit Risk, Branch Banking, Leadership
Education
Pennsylvania State University-Penn State Berks
RACC
Business
Wells Fargo Business Banking September 2012 - Present
Childress Klein YMCA May 2005 - Present
Wells Fargo December 2004 - September 2012
A.G. Edwards & Sons, Inc. August 1997 - January 2001
Skills
Office Management, Microsoft Excel, Administrative..., Outlook, Data Entry, Spreadsheets, PowerPoint, Office Administration, Microsoft Word, Customer Service, Lotus Notes, Time Management, Microsoft Office, Telephone Skills, Invoicing
Education
Pensacola Christian College
Associate's Degree in Business Administration
Wells Fargo August 2015 - Present
PNC August 2014 - July 2015
Lord & Taylor May 2012 - January 2015
University of Maryland Baltimore County October 2013 - September 2014
Angerholzer Broz Consulting May 2014 - August 2014
Maryland Democratic Party February 2014 - May 2014
jcpenney June 2013 - September 2013
Merkin & Taylor, LLC May 2012 - August 2012
Body Central May 2011 - August 2012
Montgomery County Circuit Court September 2010 - January 2011
Skills
Public Speaking, Market Analysis, Comparative Politics, Research, Economics, Proficient Typing Skills, Microsoft Word, Wordperfect, Office Management, Sales, Spanish, Microsoft Office, PowerPoint, Microsoft Excel, Event Planning, Social Media, Fundraising
Education
University of Maryland Baltimore County 2013 — 2015
Bachelor’s Degree, International/Global Studies
Penn State University 2011 — 2013
Bachelor of Science (BS), International Relations and Affairs
Northwest High School
Wells Fargo June 2012 - July 2014
Skills
Helicopter Private Pilot, Mortgage Banking, Mortgage Lending, Loan Origination, Loans, Refinance, Residential Mortgages, Credit, Banking, Credit Analysis, Underwriting
Education
USC 2010 — 2012
Master's degree, Economics
Penn State University 2007 — 2010
Bachelor of Science (B.S.), Economics
Navy Federal Credit Union April 2013 - Present
PNC December 2012 - April 2013
PNC Bank December 2011 - February 2013
Wells Fargo May 2010 - December 2011
Winn Dixie Stores January 2008 - August 2011
Skills
Banking, Retail Banking, Cash Management, Customer Service, Customer Engagement, Vault, ATMs, Cold Calling, Team Leadership
Education
Pensacola Junior College 2010 — 2011
TD May 2015 - Present
TD Bank May 2014 - May 2015
Delaware State Chamber of Commerce February 2014 - May 2014
Nelson Levine de Luca & Hamilton May 2013 - March 2014
New York Private Trust Company May 2012 - May 2013
Department of Treasury January 2013 - April 2013
Commission on Economic Opportunity (CEO) May 2011 - July 2011
Wells Fargo July 2008 - April 2011
Aramark Uniform Services August 2007 - July 2008
Skills
Financial Analysis, Banking, Legal Research, Legal Writing, Compliance, Preparation of Wills, Trusts, Sales, Customer Service, Tax-planning, Tax Preparation, International Business..., Data Analysis, Outlook, Microsoft Excel, Financial Reporting, Public Speaking, Social Media, Event Planning, PowerPoint, Microsoft Office, Microsoft Word, Financial Advisory, Small Business, Accounting, Litigation, Accounts Payable, Credit, Management, Financial Services, Tax, Insurance, Research, Securities, Risk Management, Licensing, Estate Planning, Policy, Analysis
Education
Widener University School of Law 2011 — 2014
Juris Doctor (J.D.), Law, cum laude
Saint Joseph's University 2004 — 2007
Bachelor's Degree, Business Management
Pennsylvania State University-Penn State Wilkes-Barre 2003 — 2004
Bachelor's Degree, Business Administration and Management, General
James M. Coughlin High School 1999 — 2003
High School
Bank of America November 2014 - Present
Citizens Bank November 2012 - November 2014
Wells Fargo March 2005 - November 2012
PA Resources Corporation November 1999 - March 2004
Shipton's Interior and Exteriors January 1991 - March 1999
Skills
FHA, First Time Home Buyers, Real Estate, Investments, Retirement Planning, Wealth Management, Foreclosures, Short Sales, Customer Service, Referrals, Financial Advisory, Insurance, VA loans, Mortgage Banking, Relocation, Sellers, Residential Homes, Credit, Construction Loans, Buyers, Certified Mortgage..., Government Loans, Condos, New Home Sales, FHA financing, Single Family Homes, Loan Origination, Refinance, Residential Mortgages, REO, Real Estate Financing, Mortgage Marketing, Debt Consolidation, Home Equity, Credit Analysis, VA Loans
Education
Pennsylvania College of Technology 1988 — 1990
No Degree, Service of Operation Of Heavy Equipment, 2.1
Toll Brothers, Inc. June 1994 - Present
VHDA May 1992 - May 1994
Wells Fargo May 1990 - May 1992
Skills
Certified Internal..., Certified Public..., Certified Fraud Examiner, Sarbanes-Oxley Act, Internal Controls, GAAP, Financial Reporting, Financial Analysis, Accounting, SEC filings, Auditing, Cost Accounting, Real Estate, General Ledger, JD Edwards, Financial Accounting, Cash Flow, Budgets, Corporate Governance, Internal Audit, IT Audit, CPA, Process Improvement, US GAAP
Education
Pennsylvania State University 1987 — 1990
BS, Accounting
Wells Fargo April 2014 - Present
The Business Bank March 2012 - April 2014
Pegasus Derivative Fund January 2011 - December 2011
U.S. Department of Justice October 2009 - December 2010
Crowell & Moring LLP May 2007 - July 2008
Cambridge Associates August 2006 - May 2007
Castlemaine Partners LLC May 2005 - August 2005
Skills
Risk Management, Strategy, Portfolio Management, Bank Secrecy Act, Analysis, Credit, Financial Modeling, Compliance, Financial Risk, Leadership, Community Reinvestment..., Bankruptcy, Derivatives, Strategic Planning, Financial Markets, Stochastic Analysis, AML, Securities Regulation, Compliance Regulations, Retail Banking, Securities, Investments, Finance, Banking, Loans, Mergers & Acquisitions, Financial Regulation, Hedge Funds
Education
Thomas Jefferson School of Law 2008 — 2010
Juris Doctor, Banking, Corporate, Finance, and Securities Law, Summa Cum Laude
Penn State University 2002 — 2006
Bachelor of Science, Economics
Bank of America October 2009 - Present
Wells Fargo September 2008 - July 2009
Self October 1993 - September 2008
AT&T 1988 - 1993
Education
Penn State University 1983 — 1988
Wells Fargo July 2015 - Present
Wells Fargo April 2013 - July 2015
Five Guys Enterprises March 2010 - February 2013
Skills
Retail Banking, Compliance Management, Customer Service, Restaurant Management, Sales, Labor Control, Employee Training, Microsoft Office, Serve Safe Certified, Food Safety, Food Preparation, Food Service, Fine Dining, Cash Handling, Restaurants
Education
Penn State University 2011 — 2016
Business Administration
Quakertown High School 2007 — 2011
Crosspoint Christian Church of Cape Coral, Inc. March 2010 - Present
Windstream Communications November 2014 - June 2015
BB&T June 2013 - June 2014
Wells Fargo September 2000 - June 2013
CellularOne /Vanguard/AT&T Wireless October 1991 - September 1999
Skills
Customer Service, Management, Banking, Microsoft Office, Leadership, Financial Analysis, Risk Management, Finance, Credit, Account Management, Sales, Managed Services, Customer Retention, Solution Selling, Telecommunications, VoIP, Unified Communications, Customer Satisfaction, Wireless, Cloud Computing, MPLS, Sales Process, Call Centers, Team Building, Business Development, Budgets, Training, Coaching, Strategic Planning
Education
Pennsylvania College of Technology
Junior Achievement of South Central PA July 2013 - Present
Mary Reinhard Consulting/Training February 2010 - Present
Wells Fargo April 1986 - February 2010
Skills
Fundraising, Public Speaking, Customer Service, Training, Program Management, Sales, Time Management, Leadership Development, Coaching, Management Consulting, Team Building
Education
Central York High School
Pennsylvania State University-Penn State York
Business and Education
SEI July 2015 - Present
SEI May 2013 - July 2015
Wells Fargo September 2011 - May 2013
AXA Advisors January 2009 - August 2011
AIG Financial Advisors January 2008 - August 2008
Skills
Investments, Portfolio Management, Asset Management
Education
Penn State University 2003 — 2007
The Centers for Families and Children March 2015 - July 2015
Cleveland Clinic 2010 - 2015
PNC 2006 - 2009
PNC 2005 - 2006
PNC 2002 - 2005
Wells Fargo 1998 - 2002
Bureau of Economic Analysis 1991 - 1997
Skills
Planning, Banking, Retail, Financial Analysis, Financial Reporting, Financial Modeling, Forecasting, Budgeting, Mergers, Strategic Planning, Financial Planning, Financial Management, Analysis, Corporate Finance, Cost Accounting, P&L Management, Essbase, PowerPoint, Word, Excel, Access, Data Analysis, Business Strategy, Business Analysis, Microsoft Office, Hyperion, Valuation, Microsoft Excel, Project Planning, Budgets, Analytics, Microsoft Word, Managerial Finance, Risk Management, Finance, Strategy, Process Improvement, Strategic Financial..., Team Leadership, Management, Leadership, Accounting, Coaching, Variance Analysis, Business Process..., Cash Management, Internal Audit, Mergers, Mergers & Acquisitions
Education
The George Washington University - School of Business 1995 — 1997
MBA, Business Economics and Public Policy
Penn State University 1986 — 1990
B.S., Finance and Economics
Wells Fargo Capital Finance - Technology Finance August 2012 - Present
Wells Fargo March 2012 - July 2012
Wells Fargo August 2008 - March 2012
Skills
Credit Analysis, Finance, Underwriting, Portfolio Management, Financial Modeling, Valuation, Cash Management, Management
Education
Pepperdine University 2004 — 2008
Finance
Acosta Sales & Marketing March 2015 - Present
Bi-Lo Holdings October 2014 - March 2015
Wells Fargo August 2013 - August 2014
Skills
Business Analytics, Policy Analysis, Public Administration, Leadership, Analysis, Public Policy, Microsoft Word, Financial Analysis, Politics, Program Evaluation, Governance, Local Government, Public Budgeting, Local Government Finance, Government Accounting, Capital Budgeting, Human Resources, Revenue Analysis, Microsoft Applications, Microsoft Office, Microsoft Excel, AutoCAD, Statistics, Quantitative Research, Qualitative Research, Data Analysis, Quantitative Analytics, Coordination, Time Management, SPSS, Critical Thinking, System Administration, Research, Event Planning, Management, Management Information...
Education
Penn State University 2012 — 2014
Master's Degree
University of North Florida 2010 — 2012
Bachelor's Degree
Wells Fargo July 1998 - Present
DC Enterprises October 1993 - July 1998
IBM June 1981 - September 1993
Skills
Oracle PL/SQL..., Oracle SQL, IMS DB/DC, DB2, COBOL, PL/1, NDM, SFTP, Linux, Unix Shell Scripting, Autosys, DDL, SQL*Plus, SQL Loader, CA-7
Education
Pennsylvania College of Technology 1978 — 1981
Forest Technology
MasterWord Services August 2013 - Present
University of Colorado at Denver February 2008 - October 2008
Wells Fargo June 2007 - February 2008
Vitamin Cottage June 2005 - June 2007
Consultant Plus, Moscow, Russian Federation September 2002 - August 2003
Education
University of Colorado Denver 2005 — 2009
BS, International Business
Peoples’ Friendship University of Russia 2002 — 2003
Wells Fargo June 2014 - Present
Wells Fargo August 2011 - Present
Wells Fargo 2003 - Present
Wells Fargo Bank 1995 - 2003
Wells Fargo 1986 - 1995
Education
Pepperdine University 1989 — 1991
MBA
University of California, Los Angeles 1979 — 1982
Bachelor of Arts, Political Science
Wells Fargo August 2015 - Present
EagleBank April 2012 - August 2015
BB&T Capital Markets Corporate Banking March 2010 - April 2012
RBS Citizens / Citizens Bank 2007 - 2010
FTI Consulting 2005 - 2007
Skills
Credit Analysis, Credit, Financial Analysis, Financial Modeling, Portfolio Management, Banking, Risk Management, Commercial Banking, Loans, Corporate Finance, Commercial Lending, Valuation, Underwriting, Investments, Due Diligence, Capital Markets, Wealth Management, Asset Managment, Cash Management, Executive Management, Managerial Finance, Mergers & Acquisitions, Finance, Business Development, Strategic Financial..., Mortgage Lending, Credit Risk, Financial Reporting, Asset Management, Financial Risk, Small Business Lending, Private Equity, Financial Services, Management, Leadership, Strategy, Strategic Planning, Financial Planning
Education
Penn State University 2001 — 2005
Bachelor of Science, Finance
Banana Republic / Gap Inc. October 2014 - Present
SH Enterprises, Inc. 2011 - 2014
BCBGMAXAZRIAGROUP 2011 - 2012
Wells Fargo 2011 - 2011
Skills
Sales, Real Estate, Microsoft Office, Time Management, Customer Service, Strategic Planning, Process Scheduler, Contract Negotiation, Human Resources, Property Management, Microsoft Excel, Negotiation, Inventory Management, Budgets
Education
Pensacola State College
Wells Fargo October 2012 - Present
Guaranty Bank December 2006 - October 2012
Skills
Retail Banking, Banking, Credit, Commercial Banking, Credit Analysis
Education
Tabernacle Christian School 1999 — 2002
Pensacola Christian College
AST Equity Plan Solutions August 2015 - Present
Wells Fargo July 2013 - July 2015
Wells Fargo March 2012 - July 2013
United Parcel Service November 2011 - December 2011
Colts Neck Golf Club July 2006 - October 2011
Skills
Microsoft Office, Time Management, Leadership, Banking, Microsoft Excel, Financial Analysis, Stata: Data Analysis..., Customer Service, Sales, Sales Management, Teamwork, Analysis, Customer Service..., Economics, Inventory Management, Compliance Management, Regulatory Compliance, Operations Management, Mentoring, Coaching
Education
Penn State University 2007 — 2011
Bachelor of Science (BS), Economics
Wells Fargo August 2015 - Present
A Beka Services July 2014 - July 2015
A Beka Services November 2013 - July 2014
A Beka Services June 2011 - November 2013
Genzyme Genetics May 2009 - August 2009
Genzyme Genetics June 2008 - August 2008
Skills
PowerPoint, Customer Service, Access, Microsoft Excel, Microsoft Office, Management, Leadership, Microsoft Word, Process Improvement, Team Building, Research, Time Management, Outlook, Teamwork, Sales Analysis, Competitive Analysis, Competitive Intelligence, Data Analysis, Customer Analysis, Reporting, Customer Feedback..., Customer Support, Presentations, Survey Design, Survey Research, Employee Surveys, Customer Surveys, Written Communication, Oral Communication
Education
Pensacola Christian College 2007 — 2011
Bachelor's degree, Business Administration and Management, General
Pensacola Christian College 2007 — 2011
Bachelor's degree, Accounting
Wells Fargo October 2014 - Present
Wells Fargo January 2013 - Present
Fulton Financial Corporation August 2008 - December 2013
Skills
Notary Public, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Management, Customer Service, Research, Leadership
Education
Reading Area Community College 2009 — 2011
Banking Certificate, Banking, Corporate, Finance, and Securities Law
Wilson Senior High School 1995 — 1997
Pennsylvania State University-Penn State Berks
Business Administration, Management and Operations
ARAMARK Refreshment Services March 2015 - Present
ARAMARK September 2010 - Present
Moody's Economy.com September 2009 - September 2010
Stage 2 May 2008 - September 2009
Wells Fargo August 2005 - April 2008
Harte-Hanks October 2004 - September 2005
Daou Systems, Inc. December 2001 - October 2004
Skills
Strategy, Marketing Strategy, Marketing Communications, Salesforce.com, Market Research, Digital Marketing, New Business Development, Competitive Analysis, Marketing, Marketing Management, Direct Marketing, Integrated Marketing, Email Marketing, Analytics, Market Planning, Marketing Research, Customer Insight, Lead Generation, Strategic Partnerships, Brand Management, Brand Development, Segmentation, CRM, Multi-channel Marketing, P&L Management, Market Analysis, Advertising
Education
Penn State University 1996 — 2000
BS, Marketing
Penn State University 1996 — 2000
Bachelor's degree, Marketing
Navy Federal Credit Union February 2013 - Present
Wells Fargo May 2012 - February 2013
Times Grill June 2007 - November 2010
Texas Roadhouse October 2004 - May 2007
Skills
Financial Analysis, Banking, Credit, Credit Analysis, Customer Service, Microsoft Excel, Strategic Financial..., Public Speaking, PowerPoint, Management, Loans, Finance, Financial Planning, Microsoft Word
Education
University of West Florida - College of Business 2010 — 2012
B.S.B.A, Finance
Pensacola Junior College 2009 — 2010
Associates of Art, Business
Wells Fargo April 2013 - Present
Citizens Bank July 2010 - April 2013
Citizens Bank August 2009 - July 2010
Skills
Financial Analysis, Consumer Lending, Banking, Finance, Credit Analysis, Retail Banking, Loans, Cross Selling, Mortgage Lending, Customer Service, Management, Sales, Leadership, Commercial Lending, Credit, Small Business Lending
Education
Penn State University 2005 — 2009
Bachelor of Science (BS), Economics
Wells Fargo June 2015 - Present
Bellco Federal Credit Union August 2011 - June 2015
Private Company August 2009 - August 2011
CTCE Federal Credit Union July 2007 - July 2009
Skills
Banking, Credit Unions, Customer Service, Sales, Cash Management, Financial Analysis, Retail Banking, Loans, Credit, Credit Analysis, Time Management
Education
Pennsylvania State University-Penn State Berks
Bachelor of Science (BS), Accounting
Pennsylvania State University-Penn State Berks
Associate's degree, Business Administration and Management, General
Exeter SHS 2004 — 2007
High School
Wells Fargo February 2014 - Present
Wells Fargo May 2012 - February 2014
TSYS Merchant Solutions December 2011 - May 2012
JP Morgan Chase June 2006 - November 2010
Citi June 2002 - May 2006
Wackenhut Corp/BP Solar October 2000 - June 2002
Skills
Call Centers, Credit Cards, Credit, Banking, Customer Service, Analysis, Software Documentation, Leadership, Risk Management, Payments, Financial Services, Debit Cards, Fraud, Payment Card Processing, Business Analysis, Process Improvement, Management, Vendor Management, Finance, Human Resources, Access, Financial Analysis, Electronic Payments, Sales, Payment Systems, Insurance, Financial Risk, Training, Credit Analysis, Loss Mitigation, Mortgage Lending, Cards, Relationship Management, Invoicing, Fraud Detection, CRM, Account Management, Time Management, Mortgage Servicing, AML, Retail Banking, Analytics, Account Reconciliation, Program Management, Merchant Services, Auditing, Data Analysis, Team Leadership, Settlement, Call Center
Education
Penn State University 1973 — 1977
BS, Criminology
Northern Virginia Criminal Justice Academy
Critical Incident Response/Special Police Operations
Pittsburgh Police Academy
Critical Incident Response/Special Police Operations
Andersen Corporation June 2015 - Present
The Keane Organization September 2013 - March 2015
Citizens Bank December 2012 - September 2013
Wells Fargo Bank October 2010 - December 2012
Wells Fargo August 2010 - October 2010
Wells Fargo Financial May 2010 - July 2010
Focus Talent & Promotions August 2009 - May 2010
Skills
Sales, Banking, Relationship Management, Loans, Credit, Consumer Lending, Small Business Lending, Management, Customer Service, Financial Services, Portfolio Management, Mortgage Banking, Loan Origination, Financial Planning, Finance, Account Management, Sales Operations, Mortgage Lending, Customer Satisfaction, Strategic Financial..., Retirement Planning, Training, Retail, Sales Management, Leadership, Microsoft Office, Microsoft Excel, Financial Analysis
Education
Penn State University 2006 — 2010
Bachelor of Science, Business Management, 3.42 GPA
Credit Sesame March 2014 - Present
Equifax July 2013 - February 2014
TrustedID December 2011 - June 2013
Wells Fargo January 2010 - October 2011
Wells Fargo 2006 - 2009
Wells Fargo 2004 - 2006
Enterprise Ireland 2001 - 2004
Gartner, Inc. 1996 - 2001
Skills
Start-ups, Product Development, Product Management, Market Research, Project Management, Business Development, Competitive Analysis, Agile Methodologies, Product Innovation, Roadmap Creation, Agile & Waterfall..., Project Delivery, Usability Testing, Business Case Modelling, Qualitative Research, Quantitative Research, Digital Strategy, Innovation Consulting, User Acceptance Testing, Agile Project Management, Social Media, Strategic Roadmaps, Program Management, Enterprise Software, Strategy
Education
Pepperdine University 1992 — 1996
BSc, Business Administration
Sutton Valence School 1988 — 1992
A-Levels and GCSEs, Economics, Mathematics, Geography
SunTrust 2015 - Present
SunTrust Bank January 2014 - August 2015
PNC July 2012 - January 2014
PNC January 2012 - July 2012
Wells Fargo 2006 - 2011
Citifinancial Consumer Finance June 2001 - June 2006
Skills
Retail Banking, Mortgage Lending, Commercial Banking, Small Business Lending, Commercial Lending, Lines Of Credit, Portfolio Management, Mortgage Banking, Credit Analysis, Loan Origination, Home Equity Loans, Series 63, Banking, Bank Management, Series 6, Variable Annuities, Business Development, Asset Based Lending, Life & Health Insurance..., Investment Banking, Consumer Lending, Finance, Credit, Relationship Management, Branch Banking, Residential Mortgages, Small Business, Recruiting, Branch Management, Employee Engagement, Employee Management, Real Estate Lending, Private Banking, Wealth Management, SBA, Management, Multi Branch Management, Peer Mentoring, Cross Selling, Financial Services, Investments, Leadership, Sales, Loans, Credit Risk, Financial Analysis, Financial Risk, Risk Management, Customer Service, Underwriting
Education
Pensacola Junior College 2000 — 2002
general, Finance, General
Wells Fargo January 2015 - Present
Skills
Marketing Strategy, Entrepreneurship, Social Media, Marketing, Small Business, Email Marketing, Marketing Communications, Advertising, Brand Development, Direct Marketing, E-commerce, Online Advertising, SEM, SEO, Social Media Marketing, Start-ups, Lead Generation, PPC, Web Marketing, Integrated Marketing, Mobile Marketing, Strategic Partnerships
Education
Penn State University 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Business/Managerial Economics
Nor'Star Targeted Nutrition October 2009 - Present
Nor'Star Diversified September 2006 - December 2009
Wells Fargo November 2001 - August 2006
CSA Professional Services May 2000 - November 2001
First Bank, GE Capital/Shearson Lehman February 1981 - May 2000
Shearson Lehman Mortgage 1982 - 1994
Skills
Customer Service, Team Building, Coaching, Lead Generation, Sales, Sales Management, New Business Development, Business Development, Small Business, Marketing, Account Management, Social Networking, Training, Leadership, Cold Calling, Selling, Strategic Planning, Management, Business Planning, Marketing Strategy, Human Resources, Start-ups, Program Management, Finance, Entrepreneurship, Direct Marketing, Customer Retention, Online Marketing, Direct Sales, Strategy, Social Media Marketing, Mortgage Lending, Public Speaking, Strategic Partnerships, Leadership Development, Email Marketing, Social Media, Online Advertising, Fundraising
Education
Pepperdine University 1988 — 1990
MBA, Strategic Planning
San Diego State University-California State University 1977 — 1981
BS, Finance and Real Estate
FTI Consulting June 2015 - Present
University of Colorado Boulder August 2013 - May 2015
Wells Fargo June 2014 - August 2014
Amazon.com July 2010 - August 2013
IDS Group July 2009 - June 2010
Skills
Supply Chain Management, Warehousing, Management, Operations Management, Financial Analysis, Financial Modeling, Forecasting, Consulting, Project Management, Cross-functional Team..., Logistics, Process Improvement, Demand Planning, Team Building, Business Development, Leadership, Six Sigma, Lean Management, Procurement, P&L Operations, Start-ups, Inventory Management, Strategy, Project Planning, Logistics Management, P&L Management, Transportation, Kaizen
Education
University of Colorado Boulder 2013 — 2015
Master of Business Administration (MBA), Finance & Real Estate
Penn State University 2005 — 2009
Bachelor of Science, Major: Supply Chain and Information Systems, Minor: International Business
Institute for American Education: Le Centre d’Aix en Provence, France 2008 — 2008
Study Abroad Program
Wells Fargo April 2013 - Present
Belk, Inc November 2011 - Present
Wells Fargo August 2012 - April 2013
Waddell & Reed Advisors July 2011 - November 2011
Pensacola Christian College September 2007 - May 2011
Walmart May 2009 - August 2009
Cross Insurance Services LLC May 2009 - August 2009
Special Data Processing July 2008 - August 2008
Skills
Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Sales
Education
Pensacola Christian College 2007 — 2011
Bachelor of Science (B.S.), Business; Finance, 3.95
Wells Fargo February 2014 - Present
Scotia Capital January 2013 - January 2014
Scotia Capital July 2011 - December 2012
Scotia Capital June 2009 - July 2011
University of Iowa September 2008 - May 2009
University of Iowa - Hawkinson Institute of Business Finance 2007 - May 2008
Skills
Credit Analysis, Financial Modeling, Valuation, Financial Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2009
MBA, Finance
Penn State University 2001 — 2005
BA, Economics
Wells Fargo January 2010 - Present
Countrywide May 2003 - December 2007
Skills
Series 6, Series 63, Wealth Management, Series 7, Life Insurance, Retirement Planning
Education
Penn State University 1998 — 2002
BS, Economics
Wells Fargo January 2015 - Present
Wells Fargo July 2012 - December 2014
Wells Fargo Bank June 2003 - July 2012
Wells Fargo Bank November 2000 - June 2003
Wells Fargo Home Mortgage February 1996 - November 2000
Skills
Banking, Loans, Credit, Refinance, FHA, Loan Origination, Mortgage Lending, Residential Mortgages, Mortgage Banking, Consumer Lending, Loan Servicing, Mortgage Servicing, Underwriting, VA loans, Investments, Credit Analysis
Education
Pensacola Christian College 1988 — 1992
BS, Business Administration
Pensacola Christian College
Wells Fargo September 2002 - June 2015
Providian Financial September 1997 - June 2002
Skills
Unix, Unix Shell Scripting, Unix Security, UNIX System V, Servers, VMware, Windows Server, Firewalls, Disaster Recovery, System Administration, Windows 7, Active Directory, Microsoft Exchange, Network Administration, SharePoint, Windows XP
Education
Rutgers University – Camden 1991 — 1994
Bachelor, Computer Science
Penn State University 1986 — 1989
Associate's degree, Electrical and Electronics Engineering, 3.0
Knights of Columbus Insurance 2011 - Present
Hemlock Mortgage 2010 - 2011
Simplicity Home Lending 2006 - 2010
Wells Fargo 2005 - 2006
North Atlantic Mortgage Corporation 1996 - 2005
Skills
Strategic Financial..., Credit, Small Business, Financial Analysis, Finance, Public Speaking, Employee Benefits, Fixed Annuities, Retirement, Building Relationships, Life Insurance, Sales, Coaching, Customer Service, Business Networking, Real Estate, Retirement Planning, Strategic Planning, Team Building, Marketing, Investments, Estate Preservation, Estate Planning, Long Term Care Insurance, Insurance, Financial Services, Permanent Life Insurance, Annuity Sales, Underwriting, Whole Life, Financial Planners, Retirement Savings, IRAs, Wealth Preservation..., Risk Management, Disability Insurance, Key Person Insurance, Roth IRA, Term Life Insurance, Leadership, Universal Life, Sales Management, Mortgage Lending, 401k Rollovers, Microsoft Excel, Social Networking, Traditional IRA, Licensed Life Insurance..., Wealth Management, Guaranteed Lifetime...
Education
Penn State University 1976 — 1980
B.A., Holistic Health
Pocono Central Catholic 1963 — 1975
Academic Science, Life Sciences
Wells Fargo January 2014 - Present
Ramsey Mazda October 2012 - January 2013
Stokesay Castle August 2011 - July 2012
Bed Bath & Beyond November 2010 - August 2011
Skills
Exceptional People..., Tech-savvy, Quick & Eager Learner, Exceptional versatility..., Computer-savvy, Organization Skills, Product Specialists
Education
Pennsylvania State University-Penn State Berks 2009 — 2010
Wells Fargo September 2012 - Present
FactoryMade Ventures, LLC September 2011 - April 2012
Pepperdine University, Graziadio School of Business and Management August 2010 - April 2012
William Morris Endeavor May 2011 - August 2011
Simpson Thacher & Bartlett LLP April 2006 - August 2010
Kurtzman Carson Consultants LLC July 2004 - March 2006
Nettwerk Music Group October 2003 - September 2004
Skills
Media Entertainment, Business Development, Strategic Planning, Marketing Strategy, Market Research, SPSS, Regression Analysis, Logistic Regression, Linear Programming, P&L Analysis, Financial Modeling, Real Options Valuation, Lexis, SNL Kagan, Microsoft Office, Analytics, Corporate Finance, Analysis, Strategy
Education
Pepperdine University
Master of Business Administration (MBA), Marketing
University of California, Los Angeles
B.A., Communication Studies
Singapore American School
U.S. Bank June 2015 - Present
US Bank January 2012 - Present
Wells Fargo November 2009 - January 2012
Wells Fargo Bank January 2008 - November 2009
Wells Fargo January 2005 - December 2007
Wells Fargo Bank September 2003 - December 2004
Wells Fargo September 2002 - September 2003
Bow n Arrow Technologies January 1999 - August 2002
Skills
IT Management, Coaching, Product Management, Thought Leadership, Six Sigma, Process Improvement, IT Service Management, IT Strategy, Team Building, Change Management, IT Operations, Public Speaking, Problem Solving, Integration, SharePoint, Mentoring, Continuous Improvement, Application Development, Cost Reduction, IT Governance, Process Engineering, SDLC, Entrepreneurship, Business Intelligence, Business Analysis, Disaster Recovery, Leadership, Leadership Development, Software Development, Information Technology, Visio, Vendor Management, Project Management, Banking, Management, PMP, Networking, Business Process..., Enterprise Architecture, Program Management, PMO, Project Portfolio..., Cross-functional Team..., Strategy, Risk Management, Enterprise Software, Operations Management, Business Process, CRM, Portfolio Management
Education
Pepperdine University 1998 — 2002
Business Administration, Business
Arizona Department of Environmental Quality (ADEQ) June 2013 - Present
Govig and Associates (at CDI Corporation) November 2012 - May 2013
Arizona State Museum January 2011 - March 2012
Special Collections, University of Arizona Libraries May 2009 - December 2010
Wells Fargo April 2007 - February 2008
Wells Fargo Home Mortgage March 2003 - April 2007
Skills
Management, Research, Databases, Metadata, History, Museums, EAD, Archives, •EAD, DACS, LCSH,..., Records Management, Records Retention..., •DSpace, WordPress,..., •oXygen XML, KompoZer..., •Adobe Photoshop and..., •MS Office Suite –..., Text Editing, Writing
Education
University of Arizona 2009 — 2011
Master of Arts (M.A.), Information Resources and Library Science
Penn State University 1992 — 1996
Bachelor of Arts (B.A.), History
Sleep Number by Select Comfort August 2013 - Present
Target November 2011 - Present
Target November 2010 - November 2011
Target January 2008 - November 2010
Paradysz August 2005 - December 2007
Wells Fargo May 2004 - September 2004
Skills
Direct Marketing, Marketing Strategy, Direct Mail, Brand Management, Retail, Retail Marketing, Advertising, Marketing, Project Management, Account Management, Procurement, Negotiation, Partnerships, Collaboration, Problem Solving, Direct Response, Trend Forecasting, Analysis, Process Improvement, Expense Management, Relationship Management, Energetic team player, MBA, Cross-functional Team..., Operations Management, Interactive Marketing, Brand Development, Integrated Marketing, Multi-channel Marketing
Education
University of St. Thomas - Opus College of Business 2003 — 2005
MBA, Marketing
Penn State University 1999 — 2003
B.S., Marketing
Quest Diagnostics July 2012 - August 2014
Mercy Fitzgerald Hospital March 2011 - September 2011
Wells Fargo November 2010 - March 2011
Executive Health Resources January 2010 - September 2010
The Phoenix Group July 2009 - February 2010
Kforce Staffing 2007 - 2009
Comcast Corp. September 2007 - November 2007
Arcus/Comcast March 2007 - August 2007
Verzion August 2006 - March 2007
Education
Pennsylvania State University-Great Valley Graduate Center 2000 — 2003
West Chester University of Pennsylvania 1995 — 1997
Bachelor, Marketing
Wells Fargo Advisors, LLC November 2014 - Present
Wells Fargo Advisors, LLC October 2012 - November 2014
Wells Fargo Advisors, LLC June 2010 - October 2012
Wells Fargo October 2005 - June 2010
Education
Penn State University 1996 — 2001
Major: Management Science & Information Systems Minor: Information Systems & Statistical Analysis
CM Consulting Services March 2011 - Present
PomegraNet Energy Inc January 2011 - Present
Wells Fargo Bank March 2006 - Present
Wells Fargo March 2006 - June 2008
Wells Fargo Bank, Corporate Trust 2006 - June 2008
The Vanguard Group February 1998 - March 2006
Vanguard Group 1998 - 2006
Vanguard Group 1998 - 2006
Skills
Asset Management, Funding, Risk Management, Compliance, Financial Reporting, Financial Management, Financial Markets, Investor Relations, Hedge Funds, Capital Markets, Corporate Finance, Mutual Funds, Cash Management, Fixed Income, Securities, Financial Analysis, Alternative Investments, Asset Managment, Finance, Portfolio Management, Strategy, Start-ups, Management, Investments, Leadership, Banking
Education
Conestoga 1987 — 1991
hS, general
Pennsylvania State University-Great Valley Graduate Center
MBA
Wells Fargo June 2003 - June 2014
Windsor Capital Consultants 2002 - 2003
Bank of America 1996 - 2002
Skills
Asset Allocation, Portfolio Management, Strategy, Asset Management, Investments, Alternative Investments, Fixed Income, Investment Management, Equities, Wealth Management, Investment Strategies, Mutual Funds, Equity Research, Investment Advisory, Capital Markets, Financial Modeling, Strategic Financial..., Hedge Funds, Risk Management, ETFs, Securities, Bonds, Derivatives, Financial Analysis, Quantitative Analytics, Financial Markets, Financial Advisory, Wealth, Options, Financial Services, Wealth Management..., Private Equity, Trading, Due Diligence, High Net Worth..., Private Banking, Economics, Management, Chartered Financial..., Bloomberg
Education
Penn State University 1972 — 1976
BS, Quantitative Business Analysis
Wells Fargo June 2013 - Present
Wells Fargo Bank January 2011 - April 2012
Proudfoot Consulting March 2008 - October 2009
National Capital Leasing October 2006 - December 2007
Zenith Insurance February 2004 - October 2006
Skills
Performance Improvement, Change Management, Business Analysis, Process Improvement, Business Process...
Education
Pensacola Christian College 1993 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Almac Group October 2013 - Present
Executive Health Resources (A United HealthGroup Company) April 2012 - October 2013
UnitedHealth Group May 2011 - April 2012
Nutrisystem January 2011 - April 2011
Access Group November 2009 - January 2011
Wells Fargo December 2004 - December 2009
GMAC Mortgage December 1996 - December 2004
Skills
Business Analysis, SDLC, Business Intelligence, Databases, ETL, Microsoft SQL Server, Analysis, SSIS, Call Centers, Business Requirements, Management, Six Sigma, Project Planning, Data Warehousing, Training, Visio
Education
Strayer University
Marketing, Business
Penn State University 1998 — 1999
Texas A&M University 1994 — 1995
Metro Maintenance, Inc. January 2013 - Present
Peru, South America August 2011 - Present
Northwest Landscape Management, Inc. 2006 - 2009
Wells Fargo October 2001 - 2005
Skills
Asset Management, Facilities Management, Corporate Real Estate, Property Management, Contract Negotiation, Negotiation, Real Estate, Commercial Real Estate, Contract Management, New Business Development, Business Development, Portfolio Management, Budgets, Operations Management, Real Estate Development, Vendor Management, Management, Team Management, Financial Analysis, Account Management, Leadership
Education
Pensacola Christian College 1987 — 1991
Wells Fargo February 2013 - Present
Bank of America January 2011 - January 2013
Wells Fargo March 2007 - January 2011
Wells Fargo February 2006 - March 2007
Truepointe Mortgage January 2005 - January 2006
Skills
Process Improvement, FHA, Mortgage Lending, Refinance, Loans, Credit, Banking, Mortgage Banking, Loan Origination, Residential Mortgages, VA loans, First Time Home Buyers, Finance, Risk Management, Underwriting
Education
University of Wisconsin-Eau Claire 2008 — 2012
Masters, Business Administration & Finance
Pennsylvania State University-Erie Campus 1995 — 1999
Baccalaureate's, English Literature
Wells Fargo 2011 - Present
Wells Fargo 2004 - September 2011
Wells Fargo February 2000 - 2009
Duke Energy January 1995 - December 1999
Duke Energy August 1985 - December 1994
Skills
Business Process..., Management, Cross-functional Team..., Corporate Finance, Process Improvement, Business Intelligence, PMO, Enterprise Software, Leadership, Program Management, Vendor Management, Six Sigma, Service Delivery, Executive Management, Risk Management, PMP, SDLC, Project Management, Human Resources, Business Analysis, Project Portfolio..., Business Requirements, Strategic Planning, Visio, Banking
Education
University of North Carolina at Charlotte - Belk College of Business 1997 — 1999
MBA, Finance
University of Florida 1982 — 1985
MS, Health Physics
Penn State University 1979 — 1981
MS, Microbiology
Penn State University 1975 — 1979
BS, Microbiology
Duke Energy Corporation July 2015 - Present
Duke Energy Corporation October 2014 - July 2015
Duke Energy Corporation August 2013 - October 2014
Duke Energy Corporation (Sherpa Consulting) November 2012 - August 2013
Bank of America July 2011 - August 2012
Bank of America March 2011 - July 2011
Bank of America November 2009 - March 2011
Wells Fargo June 2009 - November 2009
Wachovia October 2007 - June 2009
Bank of America January 2007 - October 2007
Skills
Social Networking, Social Media, Change Leadership, Project Implementation, Strategic Consulting, Continuous Improvement, Business Process..., Six Sigma, Change Management, Strategy, Business Analysis, Leadership, Product Management, Risk Management, Project Management, Process Improvement, Analysis, Integration, Team Leadership, IT Infrastructure..., Management, E-commerce, Stakeholder Management, SharePoint, Business Strategy, Consulting, Vendor Management, Coaching
Education
Pepperdine University 1990 — 1994
BA, Telecommunications
Portage Northern High School 1986 — 1990
Baccalaureate
Wells Fargo May 2011 - Present
Wachovia, A Wells Fargo Company 1979 - Present
Wachovia Bank 1979 - June 2011
Skills
Portfolio Management, Financial Risk, Mortgage Banking, Vendor Management, Business Requirements, Requirements Gathering, SDLC, Risk Management, Business Process..., Credit, Mortgage Lending, Cross-functional Team..., Commercial Lending, Credit Risk, Visio, Business Process, Financial Services, Relationship Management
Education
Penn State University 1975 — 1979
bs, finance
ARAMARK March 1987 - Present
Wells Fargo January 1985 - March 1987
PwC March 1979 - December 1984
Morgan, Lewis & Bockius LLP October 1975 - March 1979
Skills
Benefits Administration, Process Improvement, Management, Project Management, Project Planning, Mergers & Acquisitions, Vendor Management, Strategic Planning, Employee Relations, Retirement Benefits, Performance Management, Human Resources, Employee Engagement, HRIS, Customer Service
Education
Penn State University 1970 — 1974
B.A., Liberal Arts
Deutsche Bank February 2007 - Present
Neuberger Berman November 2005 - February 2007
Goldman Sachs May 2003 - November 2005
Wells Fargo March 2002 - May 2003
Vanguard February 2001 - February 2002
Education
Penn State University 1996 — 2000
BS, Business Administration, Kinesiology
Cash Plus August 2007 - Present
Bank of Maumee August 2006 - August 2007
Wells Fargo March 1980 - August 2006
Skills
Credit, Leadership, Office Administration, Loans, Strategic Planning, Customer Service, Retail, Debit Cards, Financial Services, Management, Sales, Sales Management, Marketing, New Business Development, Account Management, Finance, Executive Management, Small Business, Banking, Business Planning, Business Development, Negotiation, Budgets, Team Leadership, Risk Management, Start-ups, Accounting, Financial Analysis
Education
Penn State University
Management Studies
Susquehanna Bank February 2012 - Present
Wells Fargo March 2012 - March 2014
Lending 2001 - 2014
Skills
Published Author
Education
Penn State University 1985 — 1989
Master of Business Administration (MBA)
Penn State University 1987 — 1987
Bachelor's degree
Bond Street June 2015 - August 2015
Wells Fargo January 2013 - August 2014
Wells Fargo February 2012 - January 2013
Wells Fargo November 2010 - February 2012
Wells Fargo November 2008 - November 2010
Skills
Credit Analysis, Loans, Credit, Underwriting, Financial Analysis, Commercial Lending, Commercial Banking, Credit Risk, Financial Modeling, Lines Of Credit, Accounting, Mortgage Lending, Banking, Auditing, Finance, Analysis, Small Business Lending, Financial Risk, Portfolio Management, Cash Flow, Teamwork
Education
The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (M.B.A.)
Rosemont College 2008 — 2010
BS, Accounting
Penn State University
Biology
Infovisa November 2012 - Present
Wells Fargo September 2011 - November 2012
Wells Fargo Bank January 2010 - September 2011
Wachovia, A Wells Fargo Company January 2003 - January 2010
Infovisa 1998 - 2003
Skills
Requirements Analysis, Microsoft SQL Server, Oracle, Access, Testing, Program Management, Training, SDLC, Requirements Gathering, Business Requirements, SQL, Process Improvement, Data Warehousing, Business Analysis, Visio
Education
Pennsylvania State University-Erie Campus 1994 — 1998
BS, Management Information Systems
Windber Area High School
Cigna June 2014 - Present
Elise Joseph Foundation September 2009 - Present
Wells Fargo December 2012 - June 2014
Enterprise Holdings Inc. February 2011 - December 2012
Fiberlink April 2009 - December 2010
Skills
Leadership, Management, B2B, Marketing, Sales, Cold Calling, Customer Service, Salesforce.com, Lead Generation, Account Management, Microsoft Office, Sales Process, Strategy, Help Desk Support, Software Implementation, Product Marketing, Remote Troubleshooting, Strategic Planning, SaaS, Social Networking, Microsoft Excel, Cloud Computing, Training, New Business Development, Customer Retention, CRM, Team Building, Marketing Management, Recruiting, Business Development, Selling, Sales Management, Customer Satisfaction, Team Leadership, Time Management, Financial Analysis, Market Research, Marketing Strategy, Advertising, Forecasting, Cross-functional Team..., Solution Selling, PowerPoint, Desktop Support..., Marketing Communications, Sales Presentations, Business Planning, Asset Management, Contract Negotiation, Personal Financial...
Education
Villanova University 2014 — 2016
Master of Business Administration (M.B.A.), Management Information Systems, General and Finance
Penn State University 2005 — 2008
Business, Marketing & Management, 3.5 Cumulative GPA
Matthews Asia September 2015 - Present
Golden Gate Bridge, Highway and Transportation District November 2014 - May 2015
Autodesk May 2014 - October 2014
Pacific Gas & Electric October 2013 - March 2014
Medivation July 2013 - August 2013
American Cancer Society September 2007 - September 2012
Kaiser Permanente 2006 - 2007
Wells Fargo 2004 - 2006
Merrill Lynch 2000 - 2002
Search West 1996 - 2000
Skills
Talent Acquisition, Recruiting, Applicant Tracking..., Talent Management, Onboarding, College Recruiting, Technical Recruiting, Employee Relations, Human Resources, Sourcing, Performance Management, Executive Search, Employee Engagement, Leadership Development, Internet Recruiting, Resume Writing, Coaching, Training Delivery, Building Relationships, Management, Hiring, Policy, Workforce Planning, SDLC, Temporary Placement, Interviews, Staffing Services, Deferred Compensation, Employer Branding, Benefits Negotiation, Career Development, Taleo, Screening Resumes, Contract Recruitment, Cold Calling, Personnel Management, Screening, Relationship Building
Education
Penn State University
Master of Business Administration (MBA)/MA French Studies
Cogent Analytics - LLC February 2014 - Present
Brand Mortgage Group November 2012 - March 2014
Wells Fargo January 2011 - November 2012
American Federal Savings Bank October 2008 - October 2010
Skills
Business Development, Business Control, Operational Efficiency, Sales Operations, Business Strategy, Production Management, Supply Chain..., Business Tax Planning, Operations Management, Corporate Tax Planning, Job Costing, Operational Excellence, Corporate Finance, Cost Accounting, Financial Accounting, Loans, Management Consulting, Banking, Credit Analysis, Credit, USDA, Mortgage Banking, Investment Properties, Construction Management, First Time Home Buyers, FHA financing, Residential Mortgages, Refinance, Loan Origination, VA loans, Mortgage Lending, FHA
Education
Penn State University 2006 — 2009
BA, Business, Law, Finance
Wells Fargo January 2014 - Present
Wells Fargo November 2002 - January 2014
Skills
Loan Origination, Loans, Credit Analysis, Refinance
Education
University of West Florida - College of Business 1987 — 1989
Bachelor of Arts (B.A.), Accounting and Finance
Pensacola State College 1985 — 1987
Associate of Arts (A.A.), Accounting and Business/Management
Videology, Inc. September 2014 - Present
T. Rowe Price April 2014 - August 2014
Roadnet Technologies Inc. September 2013 - April 2014
SC&H Group August 2011 - June 2013
Wells Fargo March 2007 - August 2011
TWM Associates, Inc May 2006 - February 2007
American Mortgage, Inc May 2005 - April 2006
T. Rowe Price March 2003 - May 2005
T. Rowe Price October 2001 - March 2003
Skills
Analysis, Accounting, Data Analysis, Due Diligence, Financial Modeling, Financial Analysis, Auditing, Forecasting, Microsoft Excel, Financial Reporting, Access, PTMS, OneSource, Investments, Tax, Account Reconciliation, Accounts Receivable, Great Plains Software, Salesforce.com, Compliance, Legal Compliance
Education
Pensacola Christian College
BS, Business
Wells Fargo September 2014 - Present
JPMorgan Chase August 2013 - September 2014
Bank of America January 2000 - August 2013
Skills
Investment Properties, Real Estate, REO, Insurance, Mortgage Lending, Mortgage Banking, Loan Origination, FHA, VA loans, Loans, Refinance, USDA, FHA financing, Residential Mortgages, Credit, Commercial Lending, Credit Analysis, Reverse Mortgages, Mortgage Underwriting, FHA Financing
Education
Penn State University
Business Administration
California Bankers Association, Commerical Lending School, class of 2008
St Francis High School
BSG craftbrewing November 2013 - February 2014
Wells Fargo November 2012 - November 2013
Kelly Services April 2012 - October 2012
Target November 2011 - March 2012
Skills
Recruiting, Mock Interviews, Employee Relations, Screening Resumes, Hiring Practices, Employee Management, PeopleSoft, Microsoft Office, Customer Service, Administrative..., Contractors, Lotus Notes, Leadership, Newsletters, Social Networking, Sourcing, Proposal Writing, Temporary Staffing, Dance, Staffing Services, Internet Recruiting, Employee Engagement, Networking, PowerPoint, Interviews, Human Resources, Management, Sales, Time Management, Employee Training, Temporary Placement, Cold Calling, Behavioral Interviewing, Retail, Software Documentation, Personnel Management
Education
Penn State University 2007 — 2011
Bachlor of Science, Management, Labor and Employment Relations
Compass Group North America September 2013 - Present
LPL Financial May 2013 - September 2013
Wells Fargo August 2011 - June 2012
Wells Fargo November 2009 - November 2010
Wells Fargo May 1999 - June 2009
Wells Fargo September 1998 - June 1999
Bank of America 1995 - 1998
Skills
Retail Banking, Deposits, Branch Banking, Portfolio Management, Risk Management, Cash Management, Relationship Management, Operational Risk, Branch Management, Investment Banking, Payments
Education
Pennsylvania State University-Penn State Altoona 1978 — 1980
Bachelor of Arts (BA), Business Administration and Management, General
Altoona High School 1975 — 1978
Diploma, Business Administration and Management, General
Mountain West Bank October 2005 - Present
Essex Credit September 2002 - June 2005
Susquehanna Bancshares, Inc August 1998 - May 2002
Unitas Bank June 1996 - August 1998
Wells Fargo July 1983 - December 1995
Skills
Credit, Loans, Leadership, Cash Management, Team Building, Credit Analysis, Loan Origination, Banking, Underwriting, Consumer Lending, Refinance, Lines Of Credit, Portfolio Management, Finance, Cross Selling, Credit Cards, Home Equity Loans, Merchant Services, Home Equity Lines of..., Coaching, Customer Service, Management, Financial Analysis, Risk Management
Education
Pennsylvania College of Technology
Pennsylvania College of Technology
Allstate September 2011 - Present
Wells Fargo August 2012 - March 2013
Bank of America January 2005 - May 2012
MBNA January 2004 - January 2005
MBNA January 2000 - January 2004
MBNA January 1999 - January 2000
MBNA January 1997 - January 1999
MBNA March 1994 - January 1997
Skills
FHA financing, Mortgage Lending, Financial Risk, Credit Analysis, Mortgage Underwriting, Call Center, Small Business Lending, Credit Cards, Reverse Mortgages, Home Equity Lines of..., Insurance, Fixed Income Analysis, Loan Origination, Consumer Lending, Retail Banking, Small Business, Lines Of Credit, Auditing, Compliance, Loss Mitigation, Mortgage Banking, Unsecured Loans, Home Equity Loans, Risk Management, Underwriting, Call Centers, Cross Selling, Credit Risk, Residential Mortgages, Banking, Credit, Loans, Sales, Customer Service, Financial Services, Leadership, Relationship Management
Education
Penn State University 1993 — 1997
Psychology, Business, 3.65
U.S. Department of Justice July 2013 - Present
Wells Fargo February 2006 - July 2013
Skills
Homeland Security, Homeland Defense, Criminal Justice, Criminology, Forensic Analysis, Special Operations, Strategy, Criminal Intelligence, Criminal Procedure, Crime Scene, Rules Of Evidence, Evidence Collection, Crime Prevention, Crisis Intervention, Crisis Communications, Terrorist Financing, FEMA Elevation..., Financial Crimes..., DNA Extraction, Witness Statements, Forensic Pathology, Governmental Affairs, Financial Analysis, Affirmative Action, Management, Leadership Development, Professional..., Critical Thinking, Microsoft Excel, Microsoft Word, Microsoft Office, Research, PowerPoint, Financial Reporting, Customer Service, Employee Relations, Business Strategy, Crisis Stabilization, Retail Banking, Customer Relations, Financial Services, Supervisory Skills, Social Media, Public Speaking, Business Intelligence
Education
Penn State University 2006 — 2008
Master of Professional Studies in Homeland Security, Homeland Security, Information Security, and Forensics, 3.86
University of Mississippi 2006 — 2008
Bachelor of Applied Science (B.A.Sc.), Criminal Justice/Police Science
Wells Fargo August 2014 - Present
SunTrust Bank March 2010 - August 2014
PNC February 2007 - January 2010
Sovereign Bank August 2005 - February 2007
Skills
Commercial Lending, Credit Analysis, Treasury Services, Commercial Banking, Branch Banking, Deposits, Retail Banking, Lines Of Credit, Small Business Lending, Consumer Lending, Branch Management, Credit, Loan Origination, Loans, Finance
Education
Penn State University 2000 — 2004
Bachelor's degree, Criminology (Business Administration Emphasis)
Apple, Koceja & Associates, PA November 2013 - Present
Ann's Accounting & Tax Professionals January 2013 - Present
Wells Fargo March 2008 - December 2012
H&R Block January 1994 - March 2008
Bradco Supply Corp June 2005 - December 2007
Skills
Tax Preparation, Microsoft Office, QuickBooks, Internet, Payroll, Management, Financial Statements
Education
Penn State University 1972 — 1973
Business Administration and Management, General, 2.5
Freeland High School 1969 — 1972
High School Diploma, College Prep, 3.5
Wells Fargo Home Mortgage September 2012 - July 2013
Wells Fargo August 1998 - September 2012
Wachovia Bank, N.A. November 1997 - August 1998
Barnett Bank, N.A. April 1996 - July 1997
Barnett Bank May 1992 - March 1996
Barnett Bank, N.A. August 1991 - May 1992
Barnett Bank, N.A. August 1990 - August 1991
Barnett Bank, N.A. May 1985 - August 1990
Skills
Banking, Credit, Loans, Retail Banking, Mortgage Lending, Consumer Lending, Cross Selling, Call Centers, Mortgage Banking, Loan Origination, Lines Of Credit, Training, Branch Banking, Customer Service
Education
Penn State University 2008 — 2013
Associate of Arts (AA), Letters, Arts, and Sciences
Dale Carnegie Training 2005 — 2005
Certificate, The Dale Carnegie Course: Effective Communications and Human Relations
American Institute of Banking
Wells Fargo 2010 - 2014
reading phillies April 2000 - August 2010
Skills
Sales, Sales Management, Sales Operations, Direct Sales, Sales Process, Customer Service, Microsoft Office, Account Reconciliation, Compliance, Consulting, Internet, Loans, Social Networking, Organization, Office Management, Sellers, Windows
Education
Pennsylvania College of Technology 2004 — 2006
CAD/CADD Drafting and/or Design Technology/Technician
Reading Area Community College
Accounting
Coldwell Banker 2014 - Present
hibu November 2010 - June 2013
Wells Fargo March 2006 - October 2010
Skills
Investment Properties, Real Property, Single Family Homes, Residential Homes, Listing Homes, Custom Homes, Waterfront Property, Fish Camp Properties, Retirement Homes, Property
Education
Kaplan University
Associate's degree, Business Finance
Pensacola Junior College